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Vanguard Growth ETF (VUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares16,589,261 from 15,202,294
Change+1,386,967 (+9%)
Value$1.5B (+$185.3M)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares11,047,446 from 10,927,884
Change+119,562 (+1%)
Value$995.5M (+$54.2M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares10,587,724 from 10,634,944
Change-47,220 (0%)
Value$954.1M (+$38.0M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares8,470,679 from 9,146,871
Change-676,192 (-7%)
Value$763.3M (-$24.6M)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares7,882,671 from 7,690,071
Change+192,600 (+3%)
Value$710.3M (+$47.9M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares7,439,843 from 7,250,283
Change+189,560 (+3%)
Value$670.4M (+$45.9M)
Filed 2026-11-04
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares6,789,918 from 6,789,918
Change0 (0%)
Value$611.8M (+$27.0M)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares6,299,404 from 6,330,358
Change-30,954 (0%)
Value$567.6M (+$22.3M)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares6,201,005 from 6,247,469
Change-46,464 (-1%)
Value$558.9M (+$20.6M)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,770,436 from 5,553,529
Change+216,907 (+4%)
Value$520.0M (+$41.6M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares5,765,647 from 7,536,277
Change-1,770,630 (-23%)
Value$519.5M (-$129.6M)
Filed 2026-10-15
Waldron Private Wealth LLC
INCREASED
Shares4,503,150 from 4,384,499
Change+118,651 (+3%)
Value$405.8M (+$28.1M)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares4,122,541 from 4,180,396
Change-57,855 (-1%)
Value$371.5M (+$11.4M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares3,950,521 from 3,806,366
Change+144,155 (+4%)
Value$356.0M (+$28.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,642,465 from 3,704,637
Change-62,172 (-2%)
Value$328.2K (-$318.8M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares3,610,074 from 3,499,308
Change+110,766 (+3%)
Value$325.3M (+$23.9M)
Filed 2026-10-21
Bell Bank
DECREASED
Shares3,511,203 from 3,599,467
Change-88,264 (-2%)
Value$316.4M (+$6.3M)
Filed 2026-10-21
Retirement Investment Advisors, Inc.
INCREASED
Shares3,388,895 from 3,327,139
Change+61,756 (+2%)
Value$305.4M (+$18.7M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,268,652 from 2,974,350
Change+294,302 (+10%)
Value$297.5M (+$38.5M)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares2,940,425 from 2,655,293
Change+285,132 (+11%)
Value$265.0M (+$36.2M)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares2,830,789 from 2,759,568
Change+71,221 (+3%)
Value$255.1M (+$17.5M)
Filed 2026-10-13
Garde Capital, Inc.
INCREASED
Shares2,714,516 from 2,670,986
Change+43,530 (+2%)
Value$244.6M (+$14.5M)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares2,563,265 from 2,524,114
Change+39,151 (+2%)
Value$231.0M (+$13.5M)
Filed 2026-10-29
Stephens Group Asset Management, LLC
DECREASED
Shares2,403,760 from 2,460,865
Change-57,105 (-2%)
Value$216.6M (+$4.6M)
Filed 2026-10-09
Creative Planning
INCREASED
Shares2,335,230 from 2,251,293
Change+83,937 (+4%)
Value$210.4M (+$16.5M)
Filed 2026-11-02
Everhart Financial Group, Inc.
INCREASED
Shares2,245,503 from 2,069,696
Change+175,807 (+8%)
Value$202.3M (+$24.1M)
Filed 2026-10-08
Japan Science & Technology Agency
UNCHANGED
Shares2,105,718 from 2,105,718
Change0 (0%)
Value$189.7M (+$8.4M)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares2,042,738 from 1,928,693
Change+114,045 (+6%)
Value$184.1M (+$17.9M)
Filed 2026-10-26
Rezny Wealth Management, Inc.
DECREASED
Shares1,987,874 from 1,993,744
Change-5,870 (0%)
Value$179.1M (+$7.4M)
Filed 2026-10-15
RMR Wealth Builders
INCREASED
Shares1,876,729 from 1,816,708
Change+60,021 (+3%)
Value$169.1M (+$12.6M)
Filed 2026-10-22
Cornerstone Management, Inc.
DECREASED
Shares1,807,963 from 1,994,250
Change-186,287 (-9%)
Value$162.9M (-$8.9M)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares1,775,816 from 1,836,631
Change-60,815 (-3%)
Value$160.0M (+$1.8M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares1,676,442 from 1,749,120
Change-72,678 (-4%)
Value$151.1M (+$395.0K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares1,622,517 from 1,544,459
Change+78,058 (+5%)
Value$146.2M (+$13.2M)
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,529,827 from 1,515,767
Change+14,060 (+1%)
Value$137.9M (+$7.3M)
Filed 2026-10-16
Martel Wealth Advisors LLC
INCREASED
Shares1,476,850 from 1,452,410
Change+24,440 (+2%)
Value$133.1M (+$8.0M)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,472,264 from 1,495,364
Change-23,100 (-2%)
Value$132.7M (+$3.9M)
Filed 2026-10-20
Clark Asset Management, LLC
INCREASED
Shares1,470,547 from 1,409,521
Change+61,026 (+4%)
Value$132.5M (+$11.1M)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares1,443,445 from 1,382,122
Change+61,323 (+4%)
Value$130.1M (+$11.0M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
INCREASED
Shares1,423,946 from 1,330,946
Change+93,000 (+7%)
Value$128.3M (+$13.7M)
Filed 2026-10-28
HCR Wealth Advisors
INCREASED
Shares1,408,761 from 1,355,155
Change+53,606 (+4%)
Value$126.9M (+$10.2M)
Filed 2026-10-15
71 West Capital Partners
DECREASED
Shares1,392,543 from 1,407,442
Change-14,899 (-1%)
Value$125.5M (+$4.2M)
Filed 2026-11-04
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,381,203 from 1,429,857
Change-48,654 (-3%)
Value$124.5M (+$1.3M)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,328,437 from 1,376,479
Change-48,042 (-3%)
Value$119.7M (+$1.1M)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares1,305,131 from 1,282,340
Change+22,791 (+2%)
Value$117.6M (+$7.1M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares1,304,561 from 1,330,069
Change-25,508 (-2%)
Value$117.6M (+$3.0M)
Filed 2026-11-05
One Day In July LLC
INCREASED
Shares1,293,764 from 1,268,563
Change+25,201 (+2%)
Value$116.6M (+$7.3M)
Filed 2026-10-30
Pathway Financial Advisors LLC
INCREASED
Shares1,257,347 from 1,199,589
Change+57,758 (+5%)
Value$113.3M (+$10.7M)
Filed 2026-10-07
Balentine LLC
DECREASED
Shares1,248,733 from 1,296,527
Change-47,794 (-4%)
Value$112.5M (+$840.5K)
Filed 2026-11-03
Trust Co of Tennessee
DECREASED
Shares1,166,500 from 1,194,201
Change-27,701 (-2%)
Value$105.1M (+$2.2M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares1,140,797 from 1,073,414
Change+67,383 (+6%)
Value$102.8M (+$10.3M)
Filed 2026-10-16
Crane Advisory, LLC
INCREASED
Shares1,127,048 from 1,113,696
Change+13,352 (+1%)
Value$103.8M (+$7.4M)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
DECREASED
Shares1,119,899 from 1,141,794
Change-21,895 (-2%)
Value$100.9M (+$2.6M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares1,115,263 from 1,048,954
Change+66,309 (+6%)
Value$100.5M (+$10.1M)
Filed 2026-10-30
Inspirion Wealth Advisors, LLC
INCREASED
Shares1,109,820 from 1,052,890
Change+56,930 (+5%)
Value$100.0M (+$9.3M)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares1,063,932 from 1,108,162
Change-44,230 (-4%)
Value$95.9M (+$413.3K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares1,061,819 from 895,910
Change+165,909 (+19%)
Value$95.7M (+$18.5M)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares996,785 from 1,005,342
Change-8,557 (-1%)
Value$89.8M (+$3.2M)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares991,088 from 880,459
Change+110,629 (+13%)
Value$89.3M (+$13.5M)
Filed 2026-11-04
Warwick Investment Management, Inc.
INCREASED
Shares980,791 from 629,625
Change+351,166 (+56%)
Value$88.4M (+$34.1M)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares964,956 from 755,825
Change+209,131 (+28%)
Value$87.2K (-$56.3M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares964,116 from 964,154
Change-38 (0%)
Value$86.9M (+$3.8M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares962,543 from 742,981
Change+219,562 (+30%)
Value$86.7M (+$22.7M)
Filed 2026-10-16
Presilium Private Wealth, LLC
INCREASED
Shares960,527 from 941,433
Change+19,094 (+2%)
Value$86.6M (+$5.5M)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares950,035 from 929,025
Change+21,010 (+2%)
Value$85.6M (+$5.6M)
Filed 2026-10-07
Howard Capital Management, LLC
DECREASED
Shares947,907 from 1,027,145
Change-79,238 (-8%)
Value$85.4M (-$3.1M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares940,387 from 932,446
Change+7,941 (+1%)
Value$81.6M (+$3.5M)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares932,539 from 899,647
Change+32,892 (+4%)
Value$84.0M (+$6.5M)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares886,790 from 870,799
Change+15,991 (+2%)
Value$79.9M (+$4.9M)
Filed 2026-10-14
Stevens Capital Partners
INCREASED
Shares874,081 from 856,907
Change+17,174 (+2%)
Value$78.8M (+$4.9M)
Filed 2026-10-29
Magnus Financial Group LLC
INCREASED
Shares868,719 from 850,288
Change+18,431 (+2%)
Value$78.3M (+$5.0M)
Filed 2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED
Shares852,708 from 825,945
Change+26,763 (+3%)
Value$76.8M (+$5.7M)
Filed 2026-10-14
Trust Co
INCREASED
Shares848,595 from 800,723
Change+47,872 (+6%)
Value$76.5M (+$7.5M)
Filed 2026-10-09
Brickley Wealth Management
INCREASED
Shares839,252 from 835,687
Change+3,565 (+0%)
Value$75.6M (+$3.6M)
Filed 2026-11-04
Affinity Capital Advisors, LLC
DECREASED
Shares824,903 from 841,422
Change-16,519 (-2%)
Value$75.9M (+$2.9M)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares814,374 from 817,700
Change-3,326 (0%)
Value$73.4M (+$2.9M)
Filed 2026-10-19
Bokf, NA
DECREASED
Shares801,665 from 853,996
Change-52,331 (-6%)
Value$72.2M (-$1.3M)
Filed 2026-10-27
Sage Financial Group Inc
DECREASED
Shares797,668 from 817,902
Change-20,234 (-2%)
Value$71.9M (+$1.4M)
Filed 2026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED
Shares788,184 from 739,754
Change+48,430 (+7%)
Value$71.0M (+$7.3M)
Filed 2026-11-03
Nadler Financial Group, Inc.
DECREASED
Shares768,333 from 783,592
Change-15,259 (-2%)
Value$69.2M (+$1.7M)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares760,500 from 735,402
Change+25,098 (+3%)
Value$68.5M (+$5.2M)
Filed 2026-10-22
Root Financial Partners, LLC
INCREASED
Shares760,301 from 725,524
Change+34,777 (+5%)
Value$68.5M (+$6.0M)
Filed 2026-10-21
Riversedge Advisors, LLC
INCREASED
Shares751,879 from 188,068
Change+563,811 (+300%)
Value$67.8M (+$51.6M)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares741,684 from 223,377
Change+518,307 (+232%)
Value$66.8M (+$47.6M)
Filed 2026-10-23
Connecticut Wealth Management, LLC
DECREASED
Shares735,067 from 735,408
Change-341 (0%)
Value$66.2M (+$2.9M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares733,648 from 557,703
Change+175,945 (+32%)
Value$66.1M (+$18.1M)
Filed 2026-10-23
SP Asset Management LLC
DECREASED
Shares730,447 from 733,495
Change-3,048 (0%)
Value$65.8M (+$2.6M)
Filed 2026-11-05
Gleason Group, Inc.
DECREASED
Shares700,750 from 777,251
Change-76,501 (-10%)
Value$63.1M (-$3.8M)
Filed 2026-10-15
MBM Wealth Consultants, LLC
INCREASED
Shares689,170 from 666,368
Change+22,802 (+3%)
Value$62.1M (+$4.7M)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares682,616 from 679,485
Change+3,131 (+0%)
Value$61.5M (+$3.0M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares682,502 from 614,209
Change+68,293 (+11%)
Value$61.5M (+$8.6M)
Filed 2026-10-22
GoalVest Advisory LLC
INCREASED
Shares659,467 from 358,178
Change+301,289 (+84%)
Value$27.0M (-$3.8M)
Filed 2026-10-02
J.W. Cole Advisors, Inc.
INCREASED
Shares657,837 from 633,442
Change+24,395 (+4%)
Value$59.3M (+$4.7M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares655,515 from 703,389
Change-47,874 (-7%)
Value$59.1M (-$1.5M)
Filed 2026-10-29
Principle Wealth Partners LLC
DECREASED
Shares653,702 from 732,355
Change-78,653 (-11%)
Value$58.9M (-$4.2M)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
DECREASED
Shares652,031 from 652,189
Change-158 (0%)
Value$60.4M (+$4.6M)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares637,704 from 533,784
Change+103,920 (+19%)
Value$57.5M (+$11.5M)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED
Shares632,294 from 622,377
Change+9,917 (+2%)
Value$57.0M (+$3.4M)
Filed 2026-11-05
TL Private Wealth
INCREASED
Shares628,179 from 620,337
Change+7,842 (+1%)
Value$57.6M (+$4.3M)
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares621,798 from 610,032
Change+11,766 (+2%)
Value$56.0M (+$3.5M)
Filed 2026-10-26
Fee-Only Financial Planning, L.C.
DECREASED
Shares621,210 from 629,499
Change-8,289 (-1%)
Value$56.0M (+$1.8M)
Filed 2026-10-23
Old Mission Investment Co LLC
INCREASED
Shares621,069 from 615,335
Change+5,734 (+1%)
Value$56.0M (+$3.0M)
Filed 2026-10-22
Wealth Analytics Partners, LLC
DECREASED
Shares618,559 from 630,086
Change-11,527 (-2%)
Value$55.7M (+$946.1K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares613,226 from 609,959
Change+3,267 (+1%)
Value$55.3M (+$2.7M)
Filed 2026-10-16
Marino, Stram & Associates LLC
INCREASED
Shares613,034 from 603,992
Change+9,042 (+2%)
Value$55.2M (+$3.2M)
Filed 2026-10-22
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares601,849 from 611,057
Change-9,208 (-2%)
Value$54.2M (+$1.6M)
Filed 2026-10-16
Dodds Wealth, LLC
DECREASED
Shares596,851 from 600,150
Change-3,299 (-1%)
Value$53.8M (+$2.1M)
Filed 2026-11-02
Mainsail Asset Management, LLC
INCREASED
Shares594,922 from 592,078
Change+2,844 (+0%)
Value$55.1M (+$4.6M)
Filed 2026-10-14
Jacobsen Capital Management
INCREASED
Shares580,412 from 569,155
Change+11,257 (+2%)
Value$52.3M (+$3.3M)
Filed 2026-10-27
Destiny Wealth Partners, LLC
INCREASED
Shares580,405 from 513,656
Change+66,749 (+13%)
Value$48.8M (+$5.0M)
Filed 2026-11-05
Strata Wealth Advisors, LLC
DECREASED
Shares579,840 from 592,408
Change-12,568 (-2%)
Value$52.2M (+$1.2M)
Filed 2026-10-16
Certified Advisory Corp
DECREASED
Shares576,162 from 580,439
Change-4,277 (-1%)
Value$51.9M (+$1.9M)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED
Shares572,559 from 580,979
Change-8,420 (-1%)
Value$51.6M (+$1.5M)
Filed 2026-10-16
First Pacific Financial
INCREASED
Shares570,310 from 566,990
Change+3,320 (+1%)
Value$51.4M (+$2.6M)
Filed 2026-10-14
GenWealth Group, Inc.
DECREASED
Shares568,487 from 583,351
Change-14,864 (-3%)
Value$51.2M (+$976.6K)
Filed 2026-10-16
Wolff Financial Management LLC
DECREASED
Shares563,563 from 563,790
Change-227 (0%)
Value$50.8M (+$2.2M)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares562,678 from 571,575
Change-8,897 (-2%)
Value$50.7M (+$1.5M)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares555,179 from 345,642
Change+209,537 (+61%)
Value$50.0M (+$20.7M)
Filed 2026-10-13
Jnba Financial Advisors
DECREASED
Shares546,551 from 581,566
Change-35,015 (-6%)
Value$49.2M (-$846.4K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares546,096 from 523,090
Change+23,006 (+4%)
Value$49.2M (+$4.1M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares541,016 from 551,787
Change-10,771 (-2%)
Value$48.8M (+$1.2M)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares537,869 from 544,731
Change-6,862 (-1%)
Value$48.5M (+$1.5M)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares534,825 from 491,538
Change+43,287 (+9%)
Value$48.2M (+$5.9M)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares532,226 from 521,516
Change+10,710 (+2%)
Value$48.0M (+$3.0M)
Filed 2026-10-16
Bishop & Co Investment Management, LLC
INCREASED
Shares531,069 from 530,376
Change+693 (+0%)
Value$47.9M (+$2.2M)
Filed 2026-11-05
Capital Wealth Management, LLC
INCREASED
Shares526,007 from 518,759
Change+7,248 (+1%)
Value$47.4M (+$2.7M)
Filed 2026-10-27
Scott Capital Advisors, LLC
INCREASED
Shares502,117 from 500,282
Change+1,835 (+0%)
Value$46.4M (+$3.3M)
Filed 2026-10-13
Newton One Investments LLC
DECREASED
Shares501,536 from 505,882
Change-4,346 (-1%)
Value$45.2M (+$1.6M)
Filed 2026-10-14
Anderson Hoagland & Co
INCREASED
Shares497,254 from 445,408
Change+51,846 (+12%)
Value$43.3M (+$5.0M)
Filed 2026-10-23
Lake Street Private Wealth, LLC
INCREASED
Shares488,083 from 484,778
Change+3,305 (+1%)
Value$44.0M (+$2.2M)
Filed 2026-10-22
Financial Advisory Partners, LLC
INCREASED
Shares474,022 from 471,062
Change+2,960 (+1%)
Value$42.7M (+$2.1M)
Filed 2026-10-23
Systelligence, LLC
INCREASED
Shares464,107 from 51,691
Change+412,416 (+798%)
Value$20.0M (+$15.6M)
Filed 2026-11-05
Legacies Wealth LLC
INCREASED
Shares461,352 from 457,940
Change+3,412 (+1%)
Value$41.6M (+$2.1M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares458,271 from 455,234
Change+3,037 (+1%)
Value$41.3M (+$2.1M)
Filed 2026-10-08
Aire Advisors, LLC
INCREASED
Shares449,683 from 447,120
Change+2,563 (+1%)
Value$40.5M (+$2.0M)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED
Shares440,987 from 428,848
Change+12,139 (+3%)
Value$39.7M (+$2.8M)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares439,162 from 395,280
Change+43,882 (+11%)
Value$39.5M (+$5.4M)
Filed 2026-10-15
Apella Capital, LLC
DECREASED
Shares430,452 from 447,495
Change-17,043 (-4%)
Value$39.8M (+$1.4M)
Filed 2026-10-08
Websterrogers Financial Advisors, LLC
INCREASED
Shares428,954 from 416,280
Change+12,674 (+3%)
Value$38.7M (+$2.8M)
Filed 2026-11-02
Tritonpoint Wealth, LLC
INCREASED
Shares428,230 from 426,520
Change+1,710 (+0%)
Value$38.6M (+$1.8M)
Filed 2026-10-19
Arcadia Wealth Management, LLC
DECREASED
Shares427,993 from 472,892
Change-44,899 (-9%)
Value$38.6M (-$2.2M)
Filed 2026-10-22
Trust Co of the South
INCREASED
Shares422,674 from 371,311
Change+51,363 (+14%)
Value$38.1M (+$6.1M)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares421,150 from 407,870
Change+13,280 (+3%)
Value$37.9M (+$2.8M)
Filed 2026-11-02
Legacy Financial Group, Inc.
DECREASED
Shares420,986 from 423,930
Change-2,944 (-1%)
Value$37.9M (+$1.4M)
Filed 2026-10-21
Dagco, Inc.
INCREASED
Shares415,728 from 397,557
Change+18,171 (+5%)
Value$37.5M (+$3.2M)
Filed 2026-10-20
Opal Wealth Advisors, LLC
INCREASED
Shares411,102 from 2,699
Change+408,403 (+15132%)
Value$37.0M (+$36.8M)
Filed 2026-10-16
Cambridge Capital Management, LLC
INCREASED
Shares405,258 from 405,103
Change+155 (+0%)
Value$36.5M (+$1.6M)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares403,112 from 399,284
Change+3,828 (+1%)
Value$37.1M (+$1.9M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares400,017 from 392,904
Change+7,113 (+2%)
Value$36.0M (+$2.2M)
Filed 2026-10-28
Black Diamond Financial, LLC
DECREASED
Shares399,324 from 401,654
Change-2,330 (-1%)
Value$36.0M (+$1.4M)
Filed 2026-10-26
United Financial Planning Group LLC
INCREASED
Shares396,579 from 385,232
Change+11,347 (+3%)
Value$35.7M (+$2.5M)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares393,914 from 399,200
Change-5,286 (-1%)
Value$33.5M (-$880.4K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
DECREASED
Shares393,528 from 395,858
Change-2,330 (-1%)
Value$35.5M (+$1.4M)
Filed 2026-10-19
Parker Financial LLC
INCREASED
Shares393,471 from 386,251
Change+7,220 (+2%)
Value$35.4M (+$2.1M)
Filed 2026-11-05
Everett Harris & Co
DECREASED
Shares390,974 from 391,833
Change-859 (0%)
Value$35.2M (+$1.5M)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares386,342 from 390,392
Change-4,050 (-1%)
Value$34.8M (+$1.2M)
Filed 2026-10-21
R. W. Roge & Company, Inc.
DECREASED
Shares376,608 from 377,056
Change-448 (0%)
Value$33.9K (-$32.4M)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares372,236 from 338,321
Change+33,915 (+10%)
Value$33.5M (+$4.4M)
Filed 2026-11-04
Beacon Financial Group
INCREASED
Shares366,866 from 365,100
Change+1,766 (+0%)
Value$33.1M (+$1.6M)
Filed 2026-10-19
Cutler Investment Counsel LLC
INCREASED
Shares362,036 from 355,675
Change+6,361 (+2%)
Value$32.6M (+$2.0M)
Filed 2026-10-28
Blankinship & Foster, LLC
DECREASED
Shares359,093 from 378,149
Change-19,056 (-5%)
Value$32.4M (-$215.9K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares355,653 from 364,203
Change-8,550 (-2%)
Value$32.0M (+$675.5K)
Filed 2026-11-05
DeDora Capital, Inc.
INCREASED
Shares354,979 from 353,822
Change+1,157 (+0%)
Value$32.0M (+$1.5M)
Filed 2026-10-26
Veery Capital, LLC
INCREASED
Shares350,820 from 347,008
Change+3,812 (+1%)
Value$31.6M (+$1.7M)
Filed 2026-10-07
Clayton Financial Group LLC
INCREASED
Shares350,002 from 347,445
Change+2,557 (+1%)
Value$31.5M (+$1.6M)
Filed 2026-10-13
25 LLC
DECREASED
Shares349,532 from 351,738
Change-2,206 (-1%)
Value$31.5M (+$1.2M)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares347,917 from 314,734
Change+33,183 (+11%)
Value$31.4M (+$4.2M)
Filed 2026-10-22
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares346,542 from 342,303
Change+4,239 (+1%)
Value$31.2M (+$1.7M)
Filed 2026-10-07
Hiley Hunt Wealth Management
INCREASED
Shares345,300 from 338,573
Change+6,727 (+2%)
Value$31.1M (+$2.0M)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares345,000 from 248,000
Change+97,000 (+39%)
Value$31.1M (+$9.7M)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares343,681 from 335,461
Change+8,220 (+2%)
Value$31.0M (+$2.1M)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares342,738 from 298,384
Change+44,354 (+15%)
Value$30.9M (+$5.2M)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares341,877 from 343,561
Change-1,684 (0%)
Value$30.8M (+$1.2M)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares340,748 from 346,628
Change-5,880 (-2%)
Value$30.7M (+$846.3K)
Filed 2026-11-02
Towerpoint Wealth, LLC
DECREASED
Shares338,025 from 360,346
Change-22,321 (-6%)
Value$30.5M (-$580.8K)
Filed 2026-10-13
Taylor Financial Group, Inc.
INCREASED
Shares336,973 from 331,273
Change+5,700 (+2%)
Value$30.4M (+$1.8M)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
INCREASED
Shares335,222 from 332,342
Change+2,880 (+1%)
Value$30.2M (+$1.6M)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares334,752 from 333,026
Change+1,726 (+1%)
Value$30.7M (+$2.0M)
Filed 2026-10-13
Acorn Creek Capital LLC
INCREASED
Shares330,947 from 326,037
Change+4,910 (+2%)
Value$29.8M (+$1.7M)
Filed 2026-11-05
Oak Root LLC
UNCHANGED
Shares330,492 from 330,492
Change0 (0%)
Value$29.8M (+$1.3M)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares327,457 from 322,697
Change+4,760 (+1%)
Value$29.5M (+$1.7M)
Filed 2026-11-04
Associated Banc-Corp
INCREASED
Shares321,814 from 321,776
Change+38 (+0%)
Value$29.0M (+$1.3M)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares321,148 from 319,999
Change+1,149 (+0%)
Value$28.9M (+$1.4M)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares317,476 from 302,163
Change+15,313 (+5%)
Value$28.6M (+$2.6M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares315,293 from 313,372
Change+1,921 (+1%)
Value$28.4M (+$1.4M)
Filed 2026-10-26
Advantage Trust Co
DECREASED
Shares312,819 from 313,684
Change-865 (0%)
Value$28.2M (+$1.2M)
Filed 2026-10-19
Prosperity Planning, Inc.
INCREASED
Shares303,709 from 295,226
Change+8,483 (+3%)
Value$27.4M (+$1.9M)
Filed 2026-10-09
Whitegate Investment Counselors, Inc.
DECREASED
Shares298,177 from 299,579
Change-1,402 (0%)
Value$26.9M (+$1.1M)
Filed 2026-11-02
Arista Wealth Management, LLC
UNCHANGED
Shares295,158 from 295,158
Change0 (0%)
Value$26.6M (+$1.2M)
Filed 2026-10-29
Decker Wealth Management LLC
DECREASED
Shares293,985 from 352,395
Change-58,410 (-17%)
Value$26.5M (-$3.9M)
Filed 2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares291,579 from 285,014
Change+6,565 (+2%)
Value$26.3M (+$1.7M)
Filed 2026-10-29
Rochester Wealth Strategies, LLC
INCREASED
Shares291,484 from 282,436
Change+9,048 (+3%)
Value$26.3M (+$1.9M)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares291,113 from 304,554
Change-13,441 (-4%)
Value$26.2M (-$2.1K)
Filed 2026-10-13
Northstar Asset Management Co
INCREASED
Shares288,139 from 283,849
Change+4,290 (+2%)
Value$25.8M (+$2.1M)
Filed 2026-10-22
Stage Harbor Financial, LLC
INCREASED
Shares287,991 from 284,550
Change+3,441 (+1%)
Value$26.0M (+$1.4M)
Filed 2026-11-03
Berkshire Money Management, Inc.
DECREASED
Shares287,484 from 288,061
Change-577 (0%)
Value$25.9M (+$1.1M)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED
Shares286,959 from 281,336
Change+5,623 (+2%)
Value$25.9M (+$1.6M)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares282,544 from 288,211
Change-5,667 (-2%)
Value$25.5M (+$633.6K)
Filed 2026-10-08
Beacon Capital Management, LLC
DECREASED
Shares280,582 from 331,249
Change-50,667 (-15%)
Value$25.3M (-$3.3M)
Filed 2026-10-23
Tenret Co LLC
NEW
Shares279,800
Change+279,800
Value$25.2M
Filed 2026-11-02
Peterson Wealth Services
INCREASED
Shares275,624 from 275,181
Change+443 (+0%)
Value$24.8M (+$1.1M)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares274,433 from 274,451
Change-18 (0%)
Value$24.7M (+$1.1M)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares273,980 from 279,062
Change-5,082 (-2%)
Value$24.7M (+$650.0K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares272,251 from 188,051
Change+84,200 (+45%)
Value$24.5M (+$8.3M)
Filed 2026-10-16
Brown Wealth Management, LLC
INCREASED
Shares271,841 from 256,846
Change+14,995 (+6%)
Value$24.5M (+$2.4M)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED
Shares270,848 from 290,322
Change-19,474 (-7%)
Value$24.4M (-$602.2K)
Filed 2026-10-09
Noble Family Wealth, LLC
DECREASED
Shares270,824 from 276,518
Change-5,694 (-2%)
Value$24.4M (+$584.7K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares270,533 from 272,971
Change-2,438 (-1%)
Value$24.4M (+$864.0K)
Filed 2026-10-08
Midwest Trust Co
INCREASED
Shares269,147 from 247,501
Change+21,646 (+9%)
Value$24.3M (+$2.9M)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED
Shares266,179 from 266,833
Change-654 (0%)
Value$24.0M (+$1.0M)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED
Shares265,858 from 266,088
Change-230 (0%)
Value$24.0M (+$1.0M)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED
Shares265,808 from 299,155
Change-33,347 (-11%)
Value$24.0M (-$1.8M)
Filed 2026-11-05
Kennicott Capital Management LLC
INCREASED
Shares265,237 from 264,765
Change+472 (+0%)
Value$23.9M (+$1.1M)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED
Shares263,003 from 263,714
Change-711 (0%)
Value$23.7M (+$982.8K)
Filed 2026-10-13
Aries Wealth Management
INCREASED
Shares262,881 from 260,784
Change+2,097 (+1%)
Value$23.7M (+$1.2M)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares262,296 from 256,738
Change+5,558 (+2%)
Value$23.6M (+$1.5M)
Filed 2026-10-20
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares259,739 from 263,185
Change-3,446 (-1%)
Value$23.4M (+$734.3K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
INCREASED
Shares258,667 from 249,138
Change+9,529 (+4%)
Value$23.3M (+$2.5M)
Filed 2026-10-20
Gill Capital Partners, LLC
INCREASED
Shares258,278 from 252,268
Change+6,010 (+2%)
Value$23.3M (+$1.5M)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares257,017 from 235,899
Change+21,118 (+9%)
Value$23.2M (+$2.8M)
Filed 2026-10-27
Olistico Wealth, LLC
DECREASED
Shares253,239 from 1,302,906
Change-1,049,667 (-81%)
Value$22.8M (+$1.1M)
Filed 2026-10-05
Leeward Financial Partners, LLC
DECREASED
Shares252,638 from 256,418
Change-3,780 (-1%)
Value$22.8M (+$677.4K)
Filed 2026-10-23
Romano Brothers and Company
INCREASED
Shares252,276 from 250,904
Change+1,372 (+1%)
Value$22.7M (+$1.1M)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares251,019 from 244,770
Change+6,249 (+3%)
Value$22.6M (+$1.5M)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares249,139 from 236,515
Change+12,624 (+5%)
Value$22.4M (+$2.1M)
Filed 2026-10-05
Titleist Asset Management, LLC
INCREASED
Shares246,650 from 227,726
Change+18,924 (+8%)
Value$22.2M (+$2.6M)
Filed 2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares245,264 from 227,328
Change+17,936 (+8%)
Value$22.1M (+$2.5M)
Filed 2026-10-28
Milestone Investment Advisors LLC
DECREASED
Shares245,087 from 245,212
Change-125 (0%)
Value$22.1M (+$962.2K)
Filed 2026-11-05
CPA Asset Management Group, LLC
INCREASED
Shares245,080 from 221,397
Change+23,683 (+11%)
Value$22.1M (+$3.0M)
Filed 2026-10-26
Aspire Private Capital, LLC
DECREASED
Shares244,147 from 254,189
Change-10,042 (-4%)
Value$22.0M (+$104.2K)
Filed 2026-11-05
Gemmer Asset Management LLC
INCREASED
Shares244,046 from 242,586
Change+1,460 (+1%)
Value$22.0M (+$1.1M)
Filed 2026-10-16
LVW Advisors, LLC
DECREASED
Shares243,456 from 257,052
Change-13,596 (-5%)
Value$21.9M (-$204.6K)
Filed 2026-10-19
VVR Holdings LLC
INCREASED
Shares241,669 from 235,987
Change+5,682 (+2%)
Value$21.8M (+$1.4M)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares240,596 from 253,186
Change-12,590 (-5%)
Value$21.7M (-$129.6K)
Filed 2026-10-30
Enclave Advisors LLC
DECREASED
Shares238,142 from 244,578
Change-6,436 (-3%)
Value$21.5M (+$391.0K)
Filed 2026-10-14
Sendero Wealth Management, LLC
INCREASED
Shares235,682 from 79,175
Change+156,507 (+198%)
Value$21.2M (+$14.4M)
Filed 2026-10-14
Rodgers & Associates, LTD
INCREASED
Shares235,468 from 233,969
Change+1,499 (+1%)
Value$21.2M (+$1.1M)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
DECREASED
Shares234,148 from 234,644
Change-496 (0%)
Value$21.1M (+$886.8K)
Filed 2026-10-05
Facet Wealth, Inc.
INCREASED
Shares229,089 from 222,105
Change+6,984 (+3%)
Value$20.6M (+$1.5M)
Filed 2026-11-04
Topel & Distasi Wealth Management, LLC
DECREASED
Shares228,673 from 233,543
Change-4,870 (-2%)
Value$20.6M (+$488.3K)
Filed 2026-11-05
GW Henssler & Associates LTD
INCREASED
Shares226,390 from 206,558
Change+19,832 (+10%)
Value$20.4M (+$2.6M)
Filed 2026-10-26
PCA Investment Advisory Services Inc.
DECREASED
Shares223,959 from 224,766
Change-807 (0%)
Value$20.2M (+$819.6K)
Filed 2026-10-13
Go Invest LLC
INCREASED
Shares223,813 from 215,780
Change+8,033 (+4%)
Value$20.2M (+$1.6M)
Filed 2026-10-09
Novem Group
DECREASED
Shares221,596 from 227,982
Change-6,386 (-3%)
Value$20.0M (+$329.6K)
Filed 2026-10-19
Copper Harbor Investment Advisors, LLC
INCREASED
Shares218,259 from 205,074
Change+13,185 (+6%)
Value$19.7M (+$2.0M)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares217,816 from 213,002
Change+4,814 (+2%)
Value$19.6M (+$1.3M)
Filed 2026-11-05
FWG Investments, Llc.
INCREASED
Shares215,690 from 194,010
Change+21,680 (+11%)
Value$19.4M (+$2.7M)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares215,478 from 216,078
Change-600 (0%)
Value$19.4M (+$803.8K)
Filed 2026-10-19
Howard Wealth Management, LLC
INCREASED
Shares215,280 from 214,780
Change+500 (+0%)
Value$19.4M (+$897.7K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares213,831 from 213,164
Change+667 (+0%)
Value$19.3M (+$906.3K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares211,983 from 234,304
Change-22,321 (-10%)
Value$19.1M (-$1.1M)
Filed 2026-10-16
Third View Private Wealth, LLC
INCREASED
Shares211,735 from 198,544
Change+13,191 (+7%)
Value$19.1M (+$2.0M)
Filed 2026-10-30
Prosperity Advisers, LLC
INCREASED
Shares206,828 from 196,317
Change+10,511 (+5%)
Value$18.6M (+$1.7M)
Filed 2026-10-28
Junk Investment Group, LLC
INCREASED
Shares206,425 from 189,871
Change+16,554 (+9%)
Value$18.6M (+$2.2M)
Filed 2026-10-19
Thayer Financial, L.L.C.
INCREASED
Shares206,118 from 204,557
Change+1,561 (+1%)
Value$18.6M (+$977.5K)
Filed 2026-10-21
Clark Financial Services Group Inc
DECREASED
Shares204,475 from 204,753
Change-278 (0%)
Value$18.4M (+$787.8K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares200,180 from 201,727
Change-1,547 (-1%)
Value$18.0M (+$661.4K)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares200,147 from 201,162
Change-1,015 (0%)
Value$18.0M (+$711.3K)
Filed 2026-10-29
Blueline Advisors LLC
DECREASED
Shares199,042 from 202,400
Change-3,358 (-2%)
Value$17.9M (+$500.9K)
Filed 2026-10-15
Ddfg, Inc
DECREASED
Shares198,976 from 201,735
Change-2,759 (-1%)
Value$17.9M (+$552.3K)
Filed 2026-10-15
Kendall Capital Management
INCREASED
Shares198,843 from 192,258
Change+6,585 (+3%)
Value$17.9M (+$1.4M)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares198,591 from 193,880
Change+4,711 (+2%)
Value$17.9M (+$1.2M)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares198,179 from 201,898
Change-3,719 (-2%)
Value$17.9M (+$466.4K)
Filed 2026-10-13
MCF Advisors LLC
DECREASED
Shares196,876 from 197,185
Change-309 (0%)
Value$17.7M (+$755.0K)
Filed 2026-10-28
Oak Harvest Investment Services
DECREASED
Shares195,418 from 198,125
Change-2,707 (-1%)
Value$17.6M (+$542.7K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares195,174 from 202,854
Change-7,680 (-4%)
Value$17.6M (+$113.3K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
DECREASED
Shares194,540 from 202,475
Change-7,935 (-4%)
Value$17.5M (+$88.7K)
Filed 2026-10-13
Safir Wealth Advisors, LLC
INCREASED
Shares194,442 from 192,377
Change+2,065 (+1%)
Value$17.5M (+$949.8K)
Filed 2026-10-16
Beirne Wealth Consulting Services, LLC
DECREASED
Shares193,698 from 193,821
Change-123 (0%)
Value$17.5M (+$758.4K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares192,973 from 240,623
Change-47,650 (-20%)
Value$17.4M (-$3.3M)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares192,365 from 182,632
Change+9,733 (+5%)
Value$17.3M (+$1.6M)
Filed 2026-10-30
Fonville Wealth Management LLC
INCREASED
Shares192,068 from 175,047
Change+17,021 (+10%)
Value$17.3M (+$2.2M)
Filed 2026-10-28
Founders Financial Securities LLC
DECREASED
Shares190,203 from 263,753
Change-73,550 (-28%)
Value$17.1M (-$5.6M)
Filed 2026-10-28
Uptown Financial Advisors LLC
INCREASED
Shares189,861 from 186,647
Change+3,214 (+2%)
Value$17.1M (+$1.0M)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares189,422 from 178,651
Change+10,771 (+6%)
Value$17.1M (+$1.7M)
Filed 2026-10-14
Fusion Capital, LLC
INCREASED
Shares188,156 from 184,020
Change+4,136 (+2%)
Value$17.0M (+$1.1M)
Filed 2026-10-28
Integral Investment Advisors, Inc.
DECREASED
Shares188,091 from 189,663
Change-1,572 (-1%)
Value$16.9M (+$611.3K)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
INCREASED
Shares185,979 from 182,148
Change+3,831 (+2%)
Value$16.6M (+$951.4K)
Filed 2026-10-21
Five Pine Wealth Management
DECREASED
Shares185,624 from 190,059
Change-4,435 (-2%)
Value$16.7M (+$354.9K)
Filed 2026-10-20
Trek Financial, LLC
DECREASED
Shares184,789 from 407,437
Change-222,648 (-55%)
Value$16.7M (-$18.4M)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares183,938 from 175,070
Change+8,868 (+5%)
Value$16.6M (+$1.5M)
Filed 2026-10-21
BLB&B Advisors, LLC
INCREASED
Shares183,456 from 180,589
Change+2,867 (+2%)
Value$16.5M (+$975.3K)
Filed 2026-10-27
Brighton Securities Corp.
INCREASED
Shares181,731 from 169,576
Change+12,155 (+7%)
Value$16.4M (+$1.8M)
Filed 2026-10-08
Carolina Wealth Management Inc
DECREASED
Shares181,622 from 182,999
Change-1,377 (-1%)
Value$16.4M (+$602.4K)
Filed 2026-10-29
Robinswood Financial LLC
DECREASED
Shares181,272 from 195,103
Change-13,831 (-7%)
Value$16.1M (-$705.6K)
Filed 2026-10-20
SWP Financial LLC
DECREASED
Shares181,215 from 182,247
Change-1,032 (-1%)
Value$16.3M (+$630.5K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares178,552 from 176,373
Change+2,179 (+1%)
Value$16.1M (+$896.6K)
Filed 2026-10-29
NWF Advisory Services Inc.
INCREASED
Shares178,123 from 174,428
Change+3,695 (+2%)
Value$16.1M (+$1.0M)
Filed 2026-10-19
Shrier Wealth Management, LLC
INCREASED
Shares176,654 from 174,311
Change+2,343 (+1%)
Value$15.9M (+$903.1K)
Filed 2026-10-20
First Premier Bank
INCREASED
Shares176,619 from 171,741
Change+4,878 (+3%)
Value$15.9K (+$1.1K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares173,764 from 137,092
Change+36,672 (+27%)
Value$15.7M (+$3.8M)
Filed 2026-10-26
Level Financial Advisors
DECREASED
Shares173,066 from 176,907
Change-3,841 (-2%)
Value$15.6M (+$356.2K)
Filed 2026-10-13
Avion Wealth
INCREASED
Shares172,302 from 165,513
Change+6,789 (+4%)
Value$15.5K (-$14.2M)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares169,853 from 170,265
Change-412 (0%)
Value$15.3K (+$638)
Filed 2026-10-27
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares167,574 from 168,070
Change-496 (0%)
Value$15.1M (+$622.5K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
INCREASED
Shares165,531 from 162,373
Change+3,158 (+2%)
Value$14.9M (+$929.2K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares165,045 from 163,899
Change+1,146 (+1%)
Value$14.9M (+$754.0K)
Filed 2026-10-26
Financial Life Advisors
INCREASED
Shares164,076 from 163,801
Change+275 (+0%)
Value$14.8M (+$675.1K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
INCREASED
Shares162,315 from 155,917
Change+6,398 (+4%)
Value$14.6M (+$1.2M)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
DECREASED
Shares161,109 from 163,924
Change-2,815 (-2%)
Value$14.5M (+$397.1K)
Filed 2026-10-28
Ironsides Asset Advisors, LLC
UNCHANGED
Shares159,372 from 159,372
Change0 (0%)
Value$14.4M (+$632.7K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares159,143 from 155,148
Change+3,995 (+3%)
Value$14.3M (+$975.9K)
Filed 2026-11-04
Smith Partners Wealth Management, LLC
INCREASED
Shares158,311 from 153,091
Change+5,220 (+3%)
Value$14.3M (+$1.1M)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares157,714 from 159,501
Change-1,787 (-1%)
Value$14.2M (+$472.2K)
Filed 2026-10-13
Thrive Capital Management, LLC
DECREASED
Shares157,541 from 173,800
Change-16,259 (-9%)
Value$14.2M (-$775.1K)
Filed 2026-10-28
West Bancorporation Inc
INCREASED
Shares157,335 from 129,076
Change+28,259 (+22%)
Value$14.2M (+$3.1M)
Filed 2026-10-29
Mustard Seed Financial, LLC
INCREASED
Shares157,184 from 152,815
Change+4,369 (+3%)
Value$14.2M (+$1.0M)
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares155,516 from 156,149
Change-633 (0%)
Value$14.0M (+$562.9K)
Filed 2026-10-26
Intergy Private Wealth, LLC
INCREASED
Shares154,141 from 146,830
Change+7,311 (+5%)
Value$13.9M (+$1.2M)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares153,158 from 149,593
Change+3,565 (+2%)
Value$13.8M (+$915.1K)
Filed 2026-11-05
Segment Wealth Management, LLC
UNCHANGED
Shares152,766 from 152,766
Change0 (0%)
Value$13.8M (+$606.5K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares152,678 from 148,462
Change+4,216 (+3%)
Value$13.8M (+$969.2K)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares151,254 from 151,254
Change0 (0%)
Value$13.6M (+$600.5K)
Filed 2026-11-02
CWS Financial Advisors, LLC
DECREASED
Shares149,447 from 150,746
Change-1,299 (-1%)
Value$13.5M (+$481.4K)
Filed 2026-10-16
Hurlow Wealth Management Group, Inc.
DECREASED
Shares148,963 from 149,351
Change-388 (0%)
Value$13.4M (+$558.0K)
Filed 2026-10-29
Mosley Wealth Management
INCREASED
Shares147,632 from 137,968
Change+9,664 (+7%)
Value$13.3M (+$1.4M)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares147,361 from 141,812
Change+5,549 (+4%)
Value$13.3M (+$1.1M)
Filed 2026-10-23
Veratis Advisors, Inc.
DECREASED
Shares147,133 from 149,325
Change-2,192 (-1%)
Value$13.3M (+$395.3K)
Filed 2026-11-03
Kure Advisory, LLC
INCREASED
Shares146,464 from 143,995
Change+2,469 (+2%)
Value$13.2M (+$794.1K)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares145,938 from 142,973
Change+2,965 (+2%)
Value$13.2M (+$834.8K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares144,821 from 143,416
Change+1,405 (+1%)
Value$13.0M (+$696.0K)
Filed 2026-10-29
Sightline Wealth Advisors, LLC
DECREASED
Shares144,087 from 146,349
Change-2,262 (-2%)
Value$13.0M (+$377.1K)
Filed 2026-10-21
Cassilly Financial Group LLC
INCREASED
Shares144,016 from 142,884
Change+1,132 (+1%)
Value$13.0M (+$669.2K)
Filed 2026-10-07
Nfsg Corp
INCREASED
Shares143,995 from 138,246
Change+5,749 (+4%)
Value$13.0M (+$1.1M)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares143,459 from 137,152
Change+6,307 (+5%)
Value$12.9M (+$1.1M)
Filed 2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares143,275 from 151,896
Change-8,621 (-6%)
Value$12.9M (-$173.8K)
Filed 2026-10-19
Bath Savings Trust Co
INCREASED
Shares142,687 from 138,998
Change+3,689 (+3%)
Value$12.9M (+$884.2K)
Filed 2026-10-07
Marathon Wealth Advisors LLC
INCREASED
Shares141,857 from 129,706
Change+12,151 (+9%)
Value$12.8M (+$1.6M)
Filed 2026-11-04
Financial Insights, Inc.
DECREASED
Shares141,748 from 149,643
Change-7,895 (-5%)
Value$12.8M (-$117.3K)
Filed 2026-10-27
Pinion Investment Advisors, LLC
DECREASED
Shares141,066 from 171,347
Change-30,281 (-18%)
Value$12.7M (-$2.0M)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares140,197
Change+140,197
Value$12.6M
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares139,108 from 435,067
Change-295,959 (-68%)
Value$12.5M (-$24.9M)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares138,596 from 121,265
Change+17,331 (+14%)
Value$12.5M (+$2.0M)
Filed 2026-11-03
Rinkey Investments
INCREASED
Shares138,520 from 123,408
Change+15,112 (+12%)
Value$12.5M (+$1.9M)
Filed 2026-10-28
Nabity-Jensen Investment Management Inc
DECREASED
Shares138,111 from 141,437
Change-3,326 (-2%)
Value$12.4M (+$261.8K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares137,862 from 133,697
Change+4,165 (+3%)
Value$12.4M (+$906.1K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares137,817 from 24,337
Change+113,480 (+466%)
Value$12.4M (+$1.8M)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares136,738 from 106,204
Change+30,534 (+29%)
Value$12.3M (+$3.2M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares136,614 from 147,710
Change-11,096 (-8%)
Value$12.3K (-$12.7M)
Filed 2026-10-26
Alpine Bank Wealth Management
DECREASED
Shares135,884 from 140,045
Change-4,161 (-3%)
Value$12.2M (+$181.0K)
Filed 2026-10-16
GLR Partners, LLC
DECREASED
Shares134,785 from 137,744
Change-2,959 (-2%)
Value$12.1M (+$280.2K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares134,730 from 141,952
Change-7,222 (-5%)
Value$12.1M (-$87.3K)
Filed 2026-10-30
Royal Fund Management, LLC
INCREASED
Shares133,879 from 128,571
Change+5,308 (+4%)
Value$12.1M (+$988.7K)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares132,678 from 132,586
Change+92 (+0%)
Value$12.0M (+$534.7K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares132,254 from 110,542
Change+21,712 (+20%)
Value$11.9K (-$9.5M)
Filed 2026-10-22
Winthrop Advisory Group LLC
DECREASED
Shares131,306 from 132,088
Change-782 (-1%)
Value$11.8M (+$454.0K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
INCREASED
Shares131,300 from 122,053
Change+9,247 (+8%)
Value$11.8M (+$1.3M)
Filed 2026-10-28
Quaker Wealth Management, LLC
INCREASED
Shares130,393 from 125,381
Change+5,012 (+4%)
Value$11.7M (+$949.3K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares130,016 from 137,467
Change-7,451 (-5%)
Value$11.7M (-$125.7K)
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares129,215 from 124,701
Change+4,514 (+4%)
Value$11.6M (+$901.8K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
INCREASED
Shares128,771 from 117,588
Change+11,183 (+10%)
Value$11.6M (+$1.5M)
Filed 2026-10-26
GSG Advisors LLC
INCREASED
Shares127,452 from 119,726
Change+7,726 (+6%)
Value$11.5M (+$1.2M)
Filed 2026-11-03
Freedom Financial Partners LLC
INCREASED
Shares127,131 from 124,928
Change+2,203 (+2%)
Value$11.5M (+$694.5K)
Filed 2026-10-19
Woodside Wealth Management LLC
INCREASED
Shares127,031 from 126,264
Change+767 (+1%)
Value$11.4M (+$570.3K)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares126,572 from 121,249
Change+5,323 (+4%)
Value$11.4M (+$894.1K)
Filed 2026-10-09
First United Bank & Trust
DECREASED
Shares126,146 from 129,468
Change-3,322 (-3%)
Value$11.4M (+$214.6K)
Filed 2026-10-22
Capital Planning LLC
INCREASED
Shares126,005 from 119,984
Change+6,021 (+5%)
Value$11.4M (+$1.0M)
Filed 2026-10-09
GoalFusion Wealth Management, LLC
INCREASED
Shares125,237 from 122,463
Change+2,774 (+2%)
Value$11.3M (+$736.1K)
Filed 2026-10-06
Americana Partners, LLC
DECREASED
Shares124,564 from 125,740
Change-1,176 (-1%)
Value$11.2M (+$393.1K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares123,894 from 108,216
Change+15,678 (+14%)
Value$11.2M (+$1.8M)
Filed 2026-10-27
Vaquero Private Wealth, LTD
DECREASED
Shares123,322 from 134,616
Change-11,294 (-8%)
Value$11.1M (-$483.3K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares122,879 from 124,346
Change-1,467 (-1%)
Value$11.1M (+$361.5K)
Filed 2026-10-22
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares122,800 from 117,999
Change+4,801 (+4%)
Value$10.9M (+$778.6K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares122,555 from 122,056
Change+499 (+0%)
Value$11.0M (+$529.5K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
INCREASED
Shares121,729 from 115,092
Change+6,637 (+6%)
Value$11.0M (+$1.1M)
Filed 2026-11-02
Latigo Investments, LLC
UNCHANGED
Shares121,050 from 121,050
Change0 (0%)
Value$10.9M (+$480.6K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares120,600 from 113,493
Change+7,107 (+6%)
Value$10.9M (+$1.1M)
Filed 2026-10-08
Triad Wealth Partners, LLC
INCREASED
Shares118,422 from 112,192
Change+6,230 (+6%)
Value$10.7M (+$901.4K)
Filed 2026-10-26
Main Line Retirement Advisors, LLC
INCREASED
Shares118,401 from 112,089
Change+6,312 (+6%)
Value$10.7M (+$1.0M)
Filed 2026-10-14
Blueprint Investment Partners LLC
INCREASED
Shares115,763 from 103,190
Change+12,573 (+12%)
Value$10.4M (+$1.5M)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares115,707 from 115,233
Change+474 (+0%)
Value$10.4M (+$500.2K)
Filed 2026-10-14
St. Louis Trust Co
DECREASED
Shares115,102 from 116,477
Change-1,375 (-1%)
Value$10.4M (-$8.2M)
Filed 2026-11-03
Guidance Capital, Inc
INCREASED
Shares114,831 from 112,898
Change+1,933 (+2%)
Value$9.6M (-$123.2K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
INCREASED
Shares114,666 from 112,573
Change+2,093 (+2%)
Value$10.4M (+$659.0K)
Filed 2026-10-28
Agate Pass Investment Management, LLC
INCREASED
Shares113,974 from 113,467
Change+507 (+0%)
Value$10.3M (+$496.2K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
DECREASED
Shares112,557 from 125,613
Change-13,056 (-10%)
Value$10.1M (-$677.8K)
Filed 2026-11-02
Diversified Portfolios, Inc.
DECREASED
Shares112,269 from 112,600
Change-331 (0%)
Value$10.1M (+$417.2K)
Filed 2026-11-04
Capital Management Associates, Inc
INCREASED
Shares112,242 from 108,116
Change+4,126 (+4%)
Value$10.1M (+$801.0K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares112,166 from 111,427
Change+739 (+1%)
Value$10.1M (+$509.0K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares111,886 from 122,866
Change-10,980 (-9%)
Value$10.1M (-$501.7K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares111,455 from 105,700
Change+5,755 (+5%)
Value$10.0M (+$938.2K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares111,029 from 96,151
Change+14,878 (+15%)
Value$10.0M (+$1.7M)
Filed 2026-10-26
Apex Wealth Management, LLC
DECREASED
Shares110,739 from 115,103
Change-4,364 (-4%)
Value$10.0M (+$63.7K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares110,313 from 116,412
Change-6,099 (-5%)
Value$9.9M (-$87.5K)
Filed 2026-10-27
Uptick Partners, LLC
DECREASED
Shares109,744 from 110,420
Change-676 (-1%)
Value$9.9M (+$377.4K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares109,040 from 110,871
Change-1,831 (-2%)
Value$9.8M (+$275.2K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares108,598 from 123,734
Change-15,136 (-12%)
Value$9.8M (-$872.7K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
DECREASED
Shares106,491 from 109,273
Change-2,782 (-3%)
Value$9.6M (+$183.1K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares106,475 from 116,973
Change-10,498 (-9%)
Value$9.6M (-$481.6K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares105,699
Change+105,699
Value$9.0K
Filed 2026-11-03
Element Pointe Advisors, LLC
INCREASED
Shares105,694 from 103,752
Change+1,942 (+2%)
Value$9.5M (+$586.9K)
Filed 2026-10-21
Cumberland Advisors Inc
DECREASED
Shares105,188 from 106,358
Change-1,170 (-1%)
Value$9.5M (+$316.8K)
Filed 2026-10-30
Trust Co of Toledo NA
INCREASED
Shares104,682 from 89,822
Change+14,860 (+17%)
Value$9.4M (+$1.7M)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED
Shares104,643 from 105,153
Change-510 (0%)
Value$9.4M (+$371.5K)
Filed 2026-10-16
Angeles Investment Advisors, LLC
INCREASED
Shares104,373 from 69,537
Change+34,836 (+50%)
Value$9.4M (+$3.4M)
Filed 2026-10-22
Clarus Wealth Advisors
INCREASED
Shares103,673 from 101,757
Change+1,916 (+2%)
Value$9.5M (+$784.8K)
Filed 2026-10-13
Emerald Advisors, LLC
INCREASED
Shares102,881 from 101,551
Change+1,330 (+1%)
Value$9.3M (+$523.0K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares102,849 from 108,463
Change-5,614 (-5%)
Value$9.3M (-$75.2K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares102,776 from 100,063
Change+2,713 (+3%)
Value$9.3M (+$641.7K)
Filed 2026-10-23
Churchill Financial Advisors, LLC
INCREASED
Shares102,742 from 94,273
Change+8,469 (+9%)
Value$9.3M (+$1.1M)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares102,161 from 105,286
Change-3,125 (-3%)
Value$9.2M (+$136.4K)
Filed 2026-10-13
Tower View Wealth Management LLC
DECREASED
Shares101,129 from 107,710
Change-6,581 (-6%)
Value$9.1M (-$165.4K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
DECREASED
Shares100,967 from 108,385
Change-7,418 (-7%)
Value$9.1M (-$238.1K)
Filed 2026-11-05
Asset Advisory Group, Inc.
DECREASED
Shares100,903 from 101,152
Change-249 (0%)
Value$9.1M (+$379.0K)
Filed 2026-10-20
Weinberger Asset Management, Inc
INCREASED
Shares100,398 from 99,821
Change+577 (+1%)
Value$9.0M (+$542.1K)
Filed 2026-10-28
MSH Capital Advisors LLC
DECREASED
Shares100,262 from 100,333
Change-71 (0%)
Value$9.0M (+$391.9K)
Filed 2026-11-03
Scott & Selber, Inc.
INCREASED
Shares100,213 from 100,115
Change+98 (+0%)
Value$9.0M (+$406.3K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares100,211 from 306
Change+99,905 (+32649%)
Value$9.0M (+$9.0M)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares99,694 from 120,138
Change-20,444 (-17%)
Value$9.6M (-$764.0K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares99,670 from 42,784
Change+56,886 (+133%)
Value$9.0M (+$5.3M)
Filed 2026-10-22
Krane Financial Solutions LLC
INCREASED
Shares98,632 from 98,099
Change+533 (+1%)
Value$8.9M (+$437.5K)
Filed 2026-10-30
Valpey Financial Services, LLC
INCREASED
Shares98,526 from 98,356
Change+170 (+0%)
Value$8.9M (+$405.8K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares98,404 from 87,738
Change+10,666 (+12%)
Value$9.0M (+$1.3M)
Filed 2026-10-09
Defined Wealth Management, LLC
INCREASED
Shares97,562 from 96,817
Change+745 (+1%)
Value$8.8M (+$451.4K)
Filed 2026-10-19
Great Diamond Partners, LLC
DECREASED
Shares96,896 from 97,960
Change-1,064 (-1%)
Value$8.7M (+$293.0K)
Filed 2026-10-13
Eclectic Associates Inc
DECREASED
Shares96,134 from 97,031
Change-897 (-1%)
Value$8.7M (+$305.2K)
Filed 2026-10-09
Rolek Wealth Management LLC
DECREASED
Shares95,930 from 96,226
Change-296 (0%)
Value$8.6M (+$355.4K)
Filed 2026-10-21
City State Bank
INCREASED
Shares94,901 from 80,286
Change+14,615 (+18%)
Value$8.6M (+$1.6M)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares94,216 from 85,543
Change+8,673 (+10%)
Value$8.5M (+$1.1M)
Filed 2026-11-02
Cdkv Holdings LLC
DECREASED
Shares93,604 from 93,885
Change-281 (0%)
Value$8.4M (+$347.4K)
Filed 2026-10-28
LongView Wealth Management
INCREASED
Shares92,487 from 92,435
Change+52 (+0%)
Value$8.3M (+$371.6K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares92,120 from 92,831
Change-711 (-1%)
Value$8.3M (+$304.5K)
Filed 2026-10-26
Cypress Capital, LLC
INCREASED
Shares91,914 from 2,436
Change+89,478 (+3673%)
Value$8.3M (+$8.1M)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
INCREASED
Shares91,792 from 89,937
Change+1,855 (+2%)
Value$8.3M (+$524.2K)
Filed 2026-10-15
Elevation Capital Advisory, LLC
DECREASED
Shares90,520 from 94,735
Change-4,215 (-4%)
Value$8.2M (-$3.7K)
Filed 2026-10-29
Kassira Wealth Management LLC
DECREASED
Shares90,353 from 100,490
Change-10,137 (-10%)
Value$8.1M (-$514.5K)
Filed 2026-10-28
Cohen Klingenstein LLC
INCREASED
Shares90,329 from 89,959
Change+370 (+0%)
Value$8.1M (+$390.5K)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares90,217 from 91,936
Change-1,719 (-2%)
Value$8.1M (+$210.1K)
Filed 2026-10-22
Councilor Wealth, LLC
INCREASED
Shares90,081 from 85,084
Change+4,997 (+6%)
Value$8.1M (+$788.0K)
Filed 2026-10-09
Security Financial Services, Inc.
DECREASED
Shares90,021 from 91,666
Change-1,645 (-2%)
Value$8.1M (+$215.6K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares89,543 from 87,186
Change+2,357 (+3%)
Value$8.1M (+$558.5K)
Filed 2026-10-19
Park National Corp
DECREASED
Shares89,516 from 95,378
Change-5,862 (-6%)
Value$8.1M (-$149.5K)
Filed 2026-10-05
55 North Private Wealth, LLC
INCREASED
Shares89,354 from 87,168
Change+2,186 (+3%)
Value$8.1M (+$543.0K)
Filed 2026-10-20
Nestegg Advisors, Inc.
INCREASED
Shares88,591 from 84,922
Change+3,669 (+4%)
Value$8.0M (+$667.8K)
Filed 2026-10-21
Blueprint Financial Advisors LLC
INCREASED
Shares88,352 from 75,237
Change+13,115 (+17%)
Value$8.0M (+$1.5M)
Filed 2026-10-28
Revolve Wealth Partners, LLC
DECREASED
Shares87,873 from 89,754
Change-1,881 (-2%)
Value$7.9M (+$186.8K)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares87,639 from 96,003
Change-8,364 (-9%)
Value$7.9M (-$372.6K)
Filed 2026-10-14
Compass Planning Associates Inc
INCREASED
Shares87,544 from 83,390
Change+4,154 (+5%)
Value$7.9M (+$705.5K)
Filed 2026-10-13
Ted Buchan & Co
DECREASED
Shares86,353 from 90,120
Change-3,767 (-4%)
Value$7.8M (+$18.3K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares86,332 from 62,505
Change+23,827 (+38%)
Value$7.8M (+$1.8M)
Filed 2026-11-05
Winthrop Capital Management, LLC
INCREASED
Shares84,176 from 83,029
Change+1,147 (+1%)
Value$7.6M (+$433.1K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares83,865 from 83,599
Change+266 (+0%)
Value$7.6M (+$355.8K)
Filed 2026-10-22
Journey Beyond Wealth, LLC
DECREASED
Shares83,181 from 83,500
Change-319 (0%)
Value$7.5M (+$302.8K)
Filed 2026-11-04
Foronjy Financial LLC
INCREASED
Shares83,034 from 75,172
Change+7,862 (+10%)
Value$7.5M (+$1.0M)
Filed 2026-10-14
Stone Summit Wealth LLC
DECREASED
Shares82,460 from 85,760
Change-3,300 (-4%)
Value$7.4M (+$43.1K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares82,204 from 79,877
Change+2,327 (+3%)
Value$7.4M (+$526.8K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares82,202 from 41,179
Change+41,023 (+100%)
Value$7.4M (+$3.9M)
Filed 2026-11-05
Yoder Wealth Management, Inc.
DECREASED
Shares82,139 from 83,698
Change-1,559 (-2%)
Value$7.4M (+$191.5K)
Filed 2026-10-13
Ironwood Financial, llc
INCREASED
Shares81,943 from 73,582
Change+8,361 (+11%)
Value$7.4M (+$1.0M)
Filed 2026-10-20
United Community Bank
INCREASED
Shares81,673 from 71,958
Change+9,715 (+14%)
Value$7.4M (+$1.2M)
Filed 2026-10-28
Richardson Financial Services Inc.
DECREASED
Shares81,526 from 83,175
Change-1,649 (-2%)
Value$7.3M (+$181.6K)
Filed 2026-10-30
LightSquare Wealth Management, LLC
DECREASED
Shares79,726 from 86,142
Change-6,416 (-7%)
Value$7.2M (-$236.1K)
Filed 2026-11-03
Manuka Financial, LLC
DECREASED
Shares79,330 from 79,676
Change-346 (0%)
Value$7.1M (+$256.3K)
Filed 2026-10-16
B&D White Capital Company, LLC
DECREASED
Shares79,287 from 123,821
Change-44,534 (-36%)
Value$7.1M (-$3.5M)
Filed 2026-11-02
John W. Brooker & Co., CPAs
INCREASED
Shares78,702 from 70,597
Change+8,105 (+11%)
Value$7.1M (+$1.0M)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares78,348 from 77,049
Change+1,299 (+2%)
Value$7.1M (+$423.6K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares77,659 from 72,911
Change+4,748 (+7%)
Value$7.0M (+$717.3K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
INCREASED
Shares77,495 from 77,280
Change+215 (+0%)
Value$7.0M (+$326.1K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares76,969 from 78,626
Change-1,657 (-2%)
Value$6.9M (+$162.8K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares76,474 from 70,973
Change+5,501 (+8%)
Value$6.9M (+$839.2K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares76,095 from 74,024
Change+2,071 (+3%)
Value$6.9M (+$480.5K)
Filed 2026-10-29
Mezzasalma Advisors, LLC
INCREASED
Shares75,633 from 70,532
Change+5,101 (+7%)
Value$5.5M (+$438.7K)
Filed 2026-10-14
Prospera Capital Management, LLC
INCREASED
Shares75,374 from 73,847
Change+1,527 (+2%)
Value$6.8M (+$390.9K)
Filed 2026-10-19
Fulcrum Capital LLC
INCREASED
Shares75,226 from 73,069
Change+2,157 (+3%)
Value$6.8M (+$484.4K)
Filed 2026-10-15
Davidson Trust Co
DECREASED
Shares75,139 from 75,169
Change-30 (0%)
Value$6.8M (+$296.2K)
Filed 2026-10-09
Vicus Capital
DECREASED
Shares75,103 from 85,473
Change-10,370 (-12%)
Value$6.8M (-$595.1K)
Filed 2026-11-05
Compton Wealth Advisory Group, LLC
DECREASED
Shares74,937 from 78,136
Change-3,199 (-4%)
Value$6.8M (+$28.7K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares74,784 from 75,683
Change-899 (-1%)
Value$6.7M (+$219.5K)
Filed 2026-10-20
Idaho Trust Co
INCREASED
Shares74,521 from 67,097
Change+7,424 (+11%)
Value$6.7M (+$935.3K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
INCREASED
Shares73,849 from 57,009
Change+16,840 (+30%)
Value$6.7M (+$1.7M)
Filed 2026-10-26
FF Advisors,LLC
DECREASED
Shares73,728 from 73,932
Change-204 (0%)
Value$6.6M (+$275.1K)
Filed 2026-10-21
GFS Advisors, LLC
DECREASED
Shares73,333 from 76,287
Change-2,954 (-4%)
Value$6.6M (+$2.2M)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
UNCHANGED
Shares72,870 from 72,870
Change0 (0%)
Value$6.6M (+$289.3K)
Filed 2026-11-05
Valen Private Capital, LLC
NEW
Shares72,272
Change+72,272
Value$6.5M
Filed 2026-10-23
Roman Butler Fullerton & Co
DECREASED
Shares72,107 from 72,453
Change-346 (0%)
Value$6.4M (+$162.7K)
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares71,968 from 71,941
Change+27 (+0%)
Value$6.5M (+$288.1K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares71,504 from 69,917
Change+1,587 (+2%)
Value$6.4M (+$420.6K)
Filed 2026-11-03
BCS Wealth Management
DECREASED
Shares71,221 from 73,543
Change-2,322 (-3%)
Value$6.4M (+$82.7K)
Filed 2026-11-03
Fjell Capital, LLC
INCREASED
Shares70,970 from 29,007
Change+41,963 (+145%)
Value$6.4M (+$3.9M)
Filed 2026-10-13
Family CFO Inc
UNCHANGED
Shares70,948 from 70,948
Change0 (0%)
Value$6.4M (+$281.7K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares70,839 from 69,661
Change+1,178 (+2%)
Value$6.4M (+$382.7K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares69,758 from 73,025
Change-3,267 (-4%)
Value$6.3M (-$4.5K)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares69,752 from 62,074
Change+7,678 (+12%)
Value$6.3M (+$938.3K)
Filed 2026-11-05
Absolute Capital Management, LLC
INCREASED
Shares69,537 from 58,378
Change+11,159 (+19%)
Value$6.3M (+$1.2M)
Filed 2026-10-16
Arsenal Capital Advisors LLC
INCREASED
Shares69,220 from 67,088
Change+2,132 (+3%)
Value$6.2M (+$458.4K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares69,166
Change+69,166
Value$6.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares69,166 from 70,273
Change-1,107 (-2%)
Value$6.2M (+$179.2K)
Filed 2026-10-14
Gilliland Jeter Wealth Management LLC
DECREASED
Shares68,807 from 68,918
Change-111 (0%)
Value$6.2M (+$263.6K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares68,757
Change+68,757
Value$6.2M
Filed 2026-10-26
Culbertson A N & Co Inc
DECREASED
Shares68,661 from 71,325
Change-2,664 (-4%)
Value$6.2M (+$43.1K)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares68,367 from 70,811
Change-2,444 (-3%)
Value$6.2M (+$60.9K)
Filed 2026-11-04
EnRich Financial Partners LLC
DECREASED
Shares67,986 from 68,670
Change-684 (-1%)
Value$6.1M (+$210.9K)
Filed 2026-10-21
Equitable Trust Co
INCREASED
Shares67,635 from 67,161
Change+474 (+1%)
Value$6.1M (+$309.3K)
Filed 2026-10-13
Finward Bancorp
DECREASED
Shares67,148 from 70,778
Change-3,630 (-5%)
Value$6.1M (-$46.1K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
INCREASED
Shares67,042 from 66,457
Change+585 (+1%)
Value$6.0M (+$316.6K)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares66,842 from 74,532
Change-7,690 (-10%)
Value$6.0M (-$397.1K)
Filed 2026-10-29
Greenleaf Trust
INCREASED
Shares65,803 from 48,723
Change+17,080 (+35%)
Value$5.9M (+$1.7M)
Filed 2026-10-29
Hill Island Financial LLC
DECREASED
Shares65,742 from 87,137
Change-21,395 (-25%)
Value$5.9M (-$1.6M)
Filed 2026-10-20
Altiora Financial Group, LLC
DECREASED
Shares65,474 from 67,274
Change-1,800 (-3%)
Value$5.9M (+$104.9K)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares65,461 from 65,130
Change+331 (+1%)
Value$5.9M (+$288.4K)
Filed 2026-11-04
Midwest Financial Partners Investments, Inc.
INCREASED
Shares65,365 from 49,542
Change+15,823 (+32%)
Value$5.9M (+$1.6M)
Filed 2026-10-08
Elevatus Welath Management
INCREASED
Shares65,248 from 51,255
Change+13,993 (+27%)
Value$5.9M (+$1.5M)
Filed 2026-10-19
Clarity Capital Advisors, LLC
DECREASED
Shares65,040 from 66,688
Change-1,648 (-2%)
Value$5.9M (+$116.3K)
Filed 2026-10-27
Community Bank of Raymore
DECREASED
Shares64,401 from 64,504
Change-103 (0%)
Value$5.8M (+$246.8K)
Filed 2026-10-23
Catalyst Private Wealth, LLC
INCREASED
Shares63,639 from 61,369
Change+2,270 (+4%)
Value$5.7M (+$448.2K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares63,403 from 63,375
Change+28 (+0%)
Value$5.7M (+$254.2K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
DECREASED
Shares63,186 from 64,678
Change-1,492 (-2%)
Value$5.8M (+$198.2K)
Filed 2026-10-27
Aspiriant, LLC
DECREASED
Shares62,699 from 72,881
Change-10,182 (-14%)
Value$5.6M (-$628.2K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares62,246 from 63,731
Change-1,485 (-2%)
Value$5.6M (+$119.3K)
Filed 2026-11-04
Chris Bulman Inc
INCREASED
Shares62,098 from 58,911
Change+3,187 (+5%)
Value$5.6M (+$521.1K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares61,121 from 61,807
Change-686 (-1%)
Value$5.5M (+$183.5K)
Filed 2026-11-02
CX Institutional
DECREASED
Shares60,344 from 60,816
Change-472 (-1%)
Value$5.4K (+$199)
Filed 2026-10-02
Lewis Asset Management, LLC
DECREASED
Shares60,228 from 60,477
Change-249 (0%)
Value$5.4M (+$217.6K)
Filed 2026-10-14
Droms Strauss Advisors Inc
DECREASED
Shares59,837 from 60,469
Change-632 (-1%)
Value$5.4M (+$183.1K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares59,824 from 6,188
Change+53,636 (+867%)
Value$5.4M (+$4.9M)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
INCREASED
Shares59,463 from 45,041
Change+14,422 (+32%)
Value$5.4M (+$1.5M)
Filed 2026-11-05
KG Capital Management
INCREASED
Shares59,273 from 57,470
Change+1,803 (+3%)
Value$5.3M (+$390.7K)
Filed 2026-10-15
Nixon Peabody Trust Co
DECREASED
Shares58,932 from 60,024
Change-1,092 (-2%)
Value$5.3M (+$139.9K)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares58,874 from 58,646
Change+228 (+0%)
Value$5.3M (+$253.4K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares58,700 from 60,250
Change-1,550 (-3%)
Value$5.3M (+$99.6K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares58,672 from 57,384
Change+1,288 (+2%)
Value$5.3M (+$343.9K)
Filed 2026-10-27
Sutton Place Investors LLC
DECREASED
Shares58,596 from 59,119
Change-523 (-1%)
Value$5.3M (+$187.5K)
Filed 2026-10-20
Kwmg, LLC
DECREASED
Shares58,473 from 58,868
Change-395 (-1%)
Value$5.3M (+$198.1K)
Filed 2026-10-07
Parsons Capital Management Inc
DECREASED
Shares58,442 from 59,930
Change-1,488 (-2%)
Value$5.3M (+$103.8K)
Filed 2026-10-28
Autumn Glory Partners, LLC
INCREASED
Shares58,225 from 42,138
Change+16,087 (+38%)
Value$5.2M (+$1.6M)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares58,078 from 58,281
Change-203 (0%)
Value$5.2M (+$170.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares57,500 from 57,996
Change-496 (-1%)
Value$5.2M (+$185.5K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares57,195 from 63,933
Change-6,738 (-11%)
Value$5.2M (-$353.4K)
Filed 2026-10-30
Hicks Capital Management LLC
UNCHANGED
Shares56,564 from 56,564
Change0 (0%)
Value$4.9M ($0)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares56,511 from 51,725
Change+4,786 (+9%)
Value$5.1M (+$636.7K)
Filed 2026-11-05
Opinicus Capital, Inc.
DECREASED
Shares56,402 from 58,766
Change-2,364 (-4%)
Value$5.1M (+$20.3K)
Filed 2026-10-28
KTF Investments, LLC
DECREASED
Shares56,021 from 64,259
Change-8,238 (-13%)
Value$5.0M (-$487.2K)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares55,836 from 57,225
Change-1,389 (-2%)
Value$5.0M (+$102.0K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares55,562 from 54,212
Change+1,350 (+2%)
Value$5.0M (+$468.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares55,562 from 54,212
Change+1,350 (+2%)
Value$5.0M (+$468.1K)
Filed 2026-10-20
Center for Financial Planning, Inc.
INCREASED
Shares55,329 from 53,009
Change+2,320 (+4%)
Value$5.0M (+$419.5K)
Filed 2026-10-26
Willis Johnson Wealth, Inc.
DECREASED
Shares55,236 from 57,691
Change-2,455 (-4%)
Value$5.0M (+$7.8K)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares55,220 from 55,069
Change+151 (+0%)
Value$5.0M (+$232.2K)
Filed 2026-10-13
Calder Financial LLC
DECREASED
Shares55,092 from 55,893
Change-801 (-1%)
Value$5.0M (+$149.8K)
Filed 2026-10-13
Forum Financial Management, LP
INCREASED
Shares54,631 from 49,040
Change+5,591 (+11%)
Value$4.9M (+$698.6K)
Filed 2026-10-16
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares54,600 from 54,600
Change0 (0%)
Value$4.9M (+$216.8K)
Filed 2026-10-22
Richmond Investment Services, LLC
INCREASED
Shares53,854 from 53,583
Change+271 (+1%)
Value$4.9M (+$237.1K)
Filed 2026-10-29
Howland Capital Management LLC
INCREASED
Shares53,829 from 8,035
Change+45,794 (+570%)
Value$4.9M (+$4.2M)
Filed 2026-10-22
Old National Bancorp
INCREASED
Shares53,551 from 50,541
Change+3,010 (+6%)
Value$4.8M (+$471.9K)
Filed 2026-10-20
Advocate Group LLC
INCREASED
Shares53,033 from 35,617
Change+17,416 (+49%)
Value$4.8M (+$1.7M)
Filed 2026-10-19
KCM Investment Advisors LLC
DECREASED
Shares52,772 from 53,463
Change-691 (-1%)
Value$4.8M (+$150.0K)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
DECREASED
Shares52,314 from 53,493
Change-1,179 (-2%)
Value$4.7M (+$106.1K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
DECREASED
Shares52,216 from 52,374
Change-158 (0%)
Value$4.7M (+$193.7K)
Filed 2026-10-26
WoodTrust Financial Corp
DECREASED
Shares52,115 from 53,570
Change-1,455 (-3%)
Value$4.7K (-$4.6M)
Filed 2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED
Shares52,091 from 58,599
Change-6,508 (-11%)
Value$4.7M (-$353.8K)
Filed 2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares51,845 from 56,061
Change-4,216 (-8%)
Value$4.7M (-$157.3K)
Filed 2026-10-15
rebel Financial LLC
DECREASED
Shares51,817 from 138,248
Change-86,431 (-63%)
Value$4.7M (-$7.2M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares51,663 from 52,773
Change-1,110 (-2%)
Value$4.7M (+$109.5K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
INCREASED
Shares51,593 from 48,762
Change+2,831 (+6%)
Value$4.6M (+$448.7K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares51,554 from 48,312
Change+3,242 (+7%)
Value$4.6M (+$483.9K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares51,509 from 52,681
Change-1,172 (-2%)
Value$4.6M (+$103.6K)
Filed 2026-10-20
Arcadia Investment Advisors LLC
DECREASED
Shares51,202 from 51,716
Change-514 (-1%)
Value$4.6M (+$159.0K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares51,098 from 53,591
Change-2,493 (-5%)
Value$4.6M (-$11.9K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares50,978 from 47,651
Change+3,327 (+7%)
Value$4.6M (+$489.0K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares50,713 from 46,692
Change+4,021 (+9%)
Value$4.6M (+$547.7K)
Filed 2026-10-13
Northern Lights Advisors, Inc.
INCREASED
Shares50,602 from 40,337
Change+10,265 (+25%)
Value$4.6M (+$1.1M)
Filed 2026-10-21
Level Wealth Management LLC
UNCHANGED
Shares50,544 from 50,544
Change0 (0%)
Value$4.6M (+$200.7K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares50,390 from 103,200
Change-52,810 (-51%)
Value$4.5M (-$4.3M)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
INCREASED
Shares49,546 from 47,993
Change+1,553 (+3%)
Value$4.3M (+$210.5K)
Filed 2026-11-02
Integrated Wealth Management
INCREASED
Shares48,920 from 47,401
Change+1,519 (+3%)
Value$4.4M (+$325.1K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares48,740 from 49,156
Change-416 (-1%)
Value$4.4M (+$157.6K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
DECREASED
Shares48,553 from 48,633
Change-80 (0%)
Value$4.4M (+$185.9K)
Filed 2026-10-07
Capital Squared Financial LLC
DECREASED
Shares48,221 from 48,949
Change-728 (-1%)
Value$4.3M (+$128.7K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares48,014 from 49,945
Change-1,931 (-4%)
Value$4.3M (+$24.3K)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares47,769 from 36,980
Change+10,789 (+29%)
Value$4.3M (+$1.1M)
Filed 2026-10-22
Quantum Financial Partners LLC
INCREASED
Shares47,652 from 45,405
Change+2,247 (+5%)
Value$4.3M (+$382.8K)
Filed 2026-10-19
Evermay Wealth Management LLC
DECREASED
Shares47,110 from 47,422
Change-312 (-1%)
Value$4.2M (+$160.2K)
Filed 2026-11-05
Orser Capital Management, LLC
DECREASED
Shares46,981 from 47,315
Change-334 (-1%)
Value$4.2M (+$157.7K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares46,874 from 40,525
Change+6,349 (+16%)
Value$4.2M (+$733.0K)
Filed 2026-10-14
BKM Wealth Management, LLC
INCREASED
Shares46,834 from 32,631
Change+14,203 (+44%)
Value$4.2M (+$1.4M)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares46,827 from 47,245
Change-418 (-1%)
Value$4.2M (+$47.2K)
Filed 2026-10-30
Triangle Securities Wealth Management
INCREASED
Shares46,721 from 40,090
Change+6,631 (+17%)
Value$4.2M (+$756.6K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
DECREASED
Shares46,394 from 51,102
Change-4,708 (-9%)
Value$4.2M (-$221.4K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares46,192 from 58,249
Change-12,057 (-21%)
Value$4.2M (-$816.0K)
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED
Shares46,084 from 45,748
Change+336 (+1%)
Value$4.2M (+$211.9K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED
Shares45,545 from 46,235
Change-690 (-1%)
Value$4.1M (+$121.3K)
Filed 2026-11-04
Covenant Asset Management, LLC
DECREASED
Shares45,542 from 46,185
Change-643 (-1%)
Value$4.1M (+$125.4K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares45,540 from 45,540
Change0 (0%)
Value$4.1M (+$180.8K)
Filed 2026-10-01
RVW Wealth, LLC
DECREASED
Shares45,347 from 46,056
Change-709 (-2%)
Value$4.1M (+$119.0K)
Filed 2026-10-06
Smith Salley Wealth Management
INCREASED
Shares45,295 from 40,089
Change+5,206 (+13%)
Value$4.1M (+$628.3K)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares44,199 from 51,109
Change-6,910 (-14%)
Value$4.0M (-$419.8K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares43,598 from 43,326
Change+272 (+1%)
Value$3.9M (+$196.5K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
DECREASED
Shares43,524 from 43,632
Change-108 (0%)
Value$3.9M (+$163.5K)
Filed 2026-10-27
Busey Bank
DECREASED
Shares43,502 from 45,024
Change-1,522 (-3%)
Value$3.9M (+$41.6K)
Filed 2026-10-26
Chicago Capital, LLC
INCREASED
Shares42,655 from 41,720
Change+935 (+2%)
Value$3.8M (+$249.8K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares42,423 from 28,509
Change+13,914 (+49%)
Value$3.8M (+$1.4M)
Filed 2026-11-05
Asset Allocation & Management Company, LLC
DECREASED
Shares42,306 from 53,182
Change-10,876 (-20%)
Value$3.8K (-$769)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares42,289 from 77,798
Change-35,509 (-46%)
Value$3.8M (-$2.9M)
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares41,531 from 39,333
Change+2,198 (+6%)
Value$3.7M (+$354.2K)
Filed 2026-10-21
Salem Investment Counselors Inc
INCREASED
Shares41,526 from 41,322
Change+204 (+0%)
Value$3.7M (+$182.4K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares41,508
Change+41,508
Value$3.7M
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares41,333 from 41,454
Change-121 (0%)
Value$3.7M (+$153.7K)
Filed 2026-10-29
Hoge Financial Services, LLC
DECREASED
Shares41,291 from 41,694
Change-403 (-1%)
Value$3.7M (+$129.3K)
Filed 2026-11-05
Synergy Asset Management, LLC
INCREASED
Shares41,161 from 30,634
Change+10,527 (+34%)
Value$3.7M (+$1.1M)
Filed 2026-11-05
Adirondack Trust Co
INCREASED
Shares41,138 from 39,642
Change+1,496 (+4%)
Value$3.7M (+$292.2K)
Filed 2026-10-14
Reynders McVeigh Capital Management, LLC
INCREASED
Shares40,918 from 40,913
Change+5 (+0%)
Value$3.7M (+$163.1K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
INCREASED
Shares40,822 from 40,643
Change+179 (+0%)
Value$3.7M (+$177.5K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
INCREASED
Shares40,568 from 40,365
Change+203 (+1%)
Value$3.7M (+$178.5K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
INCREASED
Shares40,564 from 38,812
Change+1,752 (+5%)
Value$3.7M (+$311.9K)
Filed 2026-10-28
Columbia Asset Management
INCREASED
Shares40,177 from 40,157
Change+20 (+0%)
Value$3.6M (+$161.2K)
Filed 2026-10-19
Greystone Financial Group, LLC
DECREASED
Shares39,833 from 46,015
Change-6,182 (-13%)
Value$3.6M (-$374.4K)
Filed 2026-10-26
Dmkc Advisory Services, LLC
DECREASED
Shares39,706 from 64,170
Change-24,464 (-38%)
Value$3.6M (-$1.9M)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
INCREASED
Shares39,582 from 37,625
Change+1,957 (+5%)
Value$3.6M (+$325.7K)
Filed 2026-11-04
Fenimore Asset Management Inc
UNCHANGED
Shares39,486 from 39,486
Change0 (0%)
Value$3.6M (+$156.8K)
Filed 2026-10-08
Daymark Wealth Partners, LLC
INCREASED
Shares39,424 from 37,728
Change+1,696 (+5%)
Value$3.6M (+$302.6K)
Filed 2026-11-04
WealthPLAN Partners, LLC
INCREASED
Shares39,152 from 37,744
Change+1,408 (+4%)
Value$3.5M (+$276.7K)
Filed 2026-10-15
Univest Financial Corp
DECREASED
Shares39,078 from 39,547
Change-469 (-1%)
Value$3.5M (+$114.7K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares38,750 from 39,322
Change-572 (-1%)
Value$3.5M (+$104.4K)
Filed 2026-10-19
PW Nova Financial Services LLC
INCREASED
Shares38,723 from 35,774
Change+2,949 (+8%)
Value$3.5M (+$407.7K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares38,285 from 37,167
Change+1,118 (+3%)
Value$3.5M (+$264.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares38,180 from 74,625
Change-36,445 (-49%)
Value$3.4M (-$3.0M)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
INCREASED
Shares38,026 from 35,610
Change+2,416 (+7%)
Value$3.4M (+$359.1K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED
Shares37,825 from 38,766
Change-941 (-2%)
Value$3.4M (+$69.2K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares37,726 from 36,665
Change+1,061 (+3%)
Value$3.4M (+$241.1K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
INCREASED
Shares37,571 from 37,269
Change+302 (+1%)
Value$3.4M (+$175.2K)
Filed 2026-10-27
Compass Financial Group, Inc
DECREASED
Shares37,426 from 40,552
Change-3,126 (-8%)
Value$3.4M (-$120.7K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
DECREASED
Shares37,407 from 47,307
Change-9,900 (-21%)
Value$3.4M (-$706.3K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares37,197 from 115,234
Change-78,037 (-68%)
Value$3.4M (-$6.6M)
Filed 2026-10-21
CGC Financial Services, LLC
INCREASED
Shares37,086 from 31,776
Change+5,310 (+17%)
Value$3.3M (+$604.6K)
Filed 2026-10-13
Stone Loft Wealth Management LLC
INCREASED
Shares36,720 from 36,683
Change+37 (+0%)
Value$3.3M (+$89.5K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED
Shares36,643 from 36,516
Change+127 (+0%)
Value$3.3M (+$156.4K)
Filed 2026-10-19
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares36,017 from 36,017
Change0 (0%)
Value$3.2M (+$143.0K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares35,903 from 35,902
Change+1 (0%)
Value$3.2M (+$142.6K)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
INCREASED
Shares35,667 from 35,533
Change+134 (+0%)
Value$3.2M (+$153.1K)
Filed 2026-10-13
TMB Capital Partners, LLC
INCREASED
Shares35,608 from 33,376
Change+2,232 (+7%)
Value$3.2M (+$333.6K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED
Shares35,244 from 35,664
Change-420 (-1%)
Value$3.2M (+$103.7K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares35,233 from 36,459
Change-1,226 (-3%)
Value$3.2M (+$34.3K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares35,216 from 20,688
Change+14,528 (+70%)
Value$3.2M (+$1.4M)
Filed 2026-10-30
Summit Investment Advisory Services, LLC
INCREASED
Shares35,014 from 35,008
Change+6 (+0%)
Value$3.2M (+$139.5K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares34,815 from 30,916
Change+3,899 (+13%)
Value$3.1M (+$474.1K)
Filed 2026-11-05
RS Crum Inc.
DECREASED
Shares34,695 from 35,280
Change-585 (-2%)
Value$3.1M (+$87.3K)
Filed 2026-10-19
Serenity Investment Advisors
INCREASED
Shares34,669 from 26,382
Change+8,287 (+31%)
Value$3.1M (+$824.3K)
Filed 2026-10-30
MilWealth Group LLC
DECREASED
Shares34,404 from 34,518
Change-114 (0%)
Value$3.1M (+$126.8K)
Filed 2026-11-02
L. Roy Papp & Associates, LLP
DECREASED
Shares34,280 from 34,879
Change-599 (-2%)
Value$3.1M (+$84.5K)
Filed 2026-10-21
Fulton Bank, N.A.
DECREASED
Shares34,080 from 34,152
Change-72 (0%)
Value$3.1M (+$129.1K)
Filed 2026-10-14
Wealth Effects LLC
DECREASED
Shares33,771 from 33,810
Change-39 (0%)
Value$3.0M (+$130.7K)
Filed 2026-10-23
RCS Financial Planning, LLC
DECREASED
Shares33,651 from 46,788
Change-13,137 (-28%)
Value$3.0M (-$998.0K)
Filed 2026-10-14
Encompass Wealth Advisors, LLC
INCREASED
Shares33,624 from 16,812
Change+16,812 (+100%)
Value$3.0M (+$1.6M)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares33,601 from 38,167
Change-4,566 (-12%)
Value$3.0M (-$259.9K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
INCREASED
Shares33,575 from 32,097
Change+1,478 (+5%)
Value$3.0M (+$260.6K)
Filed 2026-10-06
Patten & Patten Inc
DECREASED
Shares33,498 from 34,020
Change-522 (-2%)
Value$3.0M (+$88.0K)
Filed 2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares33,417 from 31,821
Change+1,596 (+5%)
Value$3.0M (+$270.1K)
Filed 2026-10-27
ADE, LLC
DECREASED
Shares33,274 from 34,148
Change-874 (-3%)
Value$3.0M (+$56.8K)
Filed 2026-10-29
BXM Wealth LLC
INCREASED
Shares33,221 from 31,176
Change+2,045 (+7%)
Value$3.0M (+$308.1K)
Filed 2026-11-03
Asempa Wealth Advisors
DECREASED
Shares33,146 from 34,901
Change-1,755 (-5%)
Value$3.0M (-$15.6K)
Filed 2026-10-07
Key FInancial Inc
DECREASED
Shares32,722 from 33,068
Change-346 (-1%)
Value$2.9M (+$100.1K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
DECREASED
Shares32,492 from 40,097
Change-7,605 (-19%)
Value$2.9M (-$526.1K)
Filed 2026-10-19
K2 Financial Inc.
DECREASED
Shares32,358 from 32,866
Change-508 (-2%)
Value$3.0M (+$116.5K)
Filed 2026-10-26
Tannin Capital LLC
DECREASED
Shares32,300 from 32,566
Change-266 (-1%)
Value$2.9M (+$105.3K)
Filed 2026-11-05
Klingman & Associates, LLC
DECREASED
Shares32,065 from 35,413
Change-3,348 (-9%)
Value$2.9M (-$161.1K)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED
Shares31,881 from 31,861
Change+20 (+0%)
Value$2.9M (+$128.3K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares31,851 from 28,569
Change+3,282 (+11%)
Value$2.9M (+$409.2K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares31,645 from 28,234
Change+3,411 (+12%)
Value$2.9M (+$419.5K)
Filed 2026-10-29
Truefg, LLC
DECREASED
Shares31,334 from 31,424
Change-90 (0%)
Value$2.8M (+$116.6K)
Filed 2026-10-15
Asset Dedication, LLC
INCREASED
Shares30,933 from 29,845
Change+1,088 (+4%)
Value$2.8M (+$216.6K)
Filed 2026-11-03
Guardsman Private Capital Management, Inc.
DECREASED
Shares30,904 from 31,514
Change-610 (-2%)
Value$2.8M (+$70.1K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares30,436 from 30,540
Change-104 (0%)
Value$2.7M (+$111.8K)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
DECREASED
Shares30,248 from 30,766
Change-518 (-2%)
Value$2.7M (+$75.5K)
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares30,184 from 30,175
Change+9 (+0%)
Value$2.7M (+$120.6K)
Filed 2026-11-03
FAI Advisors, Inc.
INCREASED
Shares30,030 from 29,404
Change+626 (+2%)
Value$2.7M (+$173.1K)
Filed 2026-10-27
DT Investment Partners, LLC
INCREASED
Shares29,828 from 29,808
Change+20 (+0%)
Value$2.7M (+$120.1K)
Filed 2026-10-27
Vertrix Wealth Management, LLC
INCREASED
Shares29,784 from 28,014
Change+1,770 (+6%)
Value$2.7M (+$270.8K)
Filed 2026-10-13
Norris Perne & French LLP
DECREASED
Shares29,598 from 30,055
Change-457 (-2%)
Value$2.7M (+$78.2K)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares29,480 from 41,733
Change-12,253 (-29%)
Value$2.7M (-$938.4K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares29,452 from 29,710
Change-258 (-1%)
Value$2.7M (+$94.7K)
Filed 2026-10-20
Harbor Group, Inc.
INCREASED
Shares28,913 from 28,889
Change+24 (+0%)
Value$2.6M (+$116.9K)
Filed 2026-10-14
Sagace Wealth Management LLC
DECREASED
Shares28,802 from 30,787
Change-1,985 (-6%)
Value$2.6M (-$56.6K)
Filed 2026-10-28
SkyOak Wealth, LLC
INCREASED
Shares28,788 from 26,876
Change+1,912 (+7%)
Value$2.6M (+$279.0K)
Filed 2026-10-28
Powell Investment Advisors, LLC
INCREASED
Shares28,784 from 28,775
Change+9 (+0%)
Value$2.6M (+$115.0K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
UNCHANGED
Shares28,740 from 28,740
Change0 (0%)
Value$2.6M (+$114.1K)
Filed 2026-10-09
Latitude Advisors, LLC
INCREASED
Shares28,734 from 20,050
Change+8,684 (+43%)
Value$2.6M (+$862.2K)
Filed 2026-10-27
Investmark Advisory Group LLC
INCREASED
Shares28,677 from 15,129
Change+13,548 (+90%)
Value$2.6M (+$1.3M)
Filed 2026-10-27
RMG Wealth Management LLC
UNCHANGED
Shares28,645 from 28,645
Change0 (0%)
Value$2.5M (-$51.8K)
Filed 2026-10-26
Apeiron RIA LLC
INCREASED
Shares28,550 from 9,659
Change+18,891 (+196%)
Value$2.6M (+$1.8M)
Filed 2026-10-08
Hanson & Doremus Investment Management
DECREASED
Shares28,404 from 28,602
Change-198 (-1%)
Value$2.6K (-$2.5M)
Filed 2026-10-16
Ballast Financial Advisors LLC
DECREASED
Shares28,378 from 28,423
Change-45 (0%)
Value$2.6M (+$108.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares28,257 from 26,290
Change+1,967 (+7%)
Value$2.5M (+$284.2K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares28,119 from 28,149
Change-30 (0%)
Value$2.5M (+$109.0K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED
Shares28,052 from 28,052
Change0 (0%)
Value$2.5M (+$76.0K)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares28,034 from 21,714
Change+6,320 (+29%)
Value$2.5M (+$655.7K)
Filed 2026-10-14
CWA Asset Management Group, LLC
INCREASED
Shares28,032 from 27,750
Change+282 (+1%)
Value$2.5M (+$135.5K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares27,767 from 13,398
Change+14,369 (+107%)
Value$2.5M (+$1.3M)
Filed 2026-10-28
Innovative Wealth Building LLC
INCREASED
Shares27,488 from 21,501
Change+5,987 (+28%)
Value$2.5M (+$624.8K)
Filed 2026-10-14
Atlatl Advisers LLC
DECREASED
Shares27,413 from 36,478
Change-9,065 (-25%)
Value$2.5M (-$672.0K)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares27,335 from 28,130
Change-795 (-3%)
Value$2.5M (+$40.0K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
INCREASED
Shares27,179 from 16,068
Change+11,111 (+69%)
Value$2.4M (+$1.1M)
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares27,172 from 28,956
Change-1,784 (-6%)
Value$2.4M (-$45.8K)
Filed 2026-10-09
Accel Wealth Management
INCREASED
Shares26,924 from 26,896
Change+28 (+0%)
Value$2.4M (+$109.3K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares26,865 from 25,606
Change+1,259 (+5%)
Value$2.4M (+$215.1K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares26,794 from 29,130
Change-2,336 (-8%)
Value$2.4M (-$94.9K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares26,758 from 26,248
Change+510 (+2%)
Value$2.4M (+$150.1K)
Filed 2026-10-30
Pecaut & Co.
DECREASED
Shares26,471 from 27,432
Change-961 (-3%)
Value$2.4M (+$22.3K)
Filed 2026-10-27
Eagle Global Advisors LLC
NEW
Shares26,452
Change+26,452
Value$2.4M
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares26,442 from 26,455
Change-13 (0%)
Value$2.4M (+$103.8K)
Filed 2026-11-04
Tectonic Advisors LLC
DECREASED
Shares26,400 from 27,136
Change-736 (-3%)
Value$2.4M (+$41.4K)
Filed 2026-10-22
Detalus Advisors, LLC
INCREASED
Shares26,351 from 24,911
Change+1,440 (+6%)
Value$2.4M (+$228.6K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares26,329 from 26,832
Change-503 (-2%)
Value$2.3M (+$72.9K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares26,262 from 28,354
Change-2,092 (-7%)
Value$2.4M (-$75.9K)
Filed 2026-10-09
DeLarme Wealth Management, Inc.
INCREASED
Shares26,219 from 24,866
Change+1,353 (+5%)
Value$2.4M (+$220.6K)
Filed 2026-10-30
Sfam, LLC
DECREASED
Shares26,202 from 29,166
Change-2,964 (-10%)
Value$2.4M (-$151.3K)
Filed 2026-11-03
Basso Capital Management, L.P.
UNCHANGED
Shares26,170 from 26,170
Change0 (0%)
Value$2.4M (+$103.9K)
Filed 2026-10-30
Oakworth Capital, Inc.
INCREASED
Shares26,080 from 23,964
Change+2,116 (+9%)
Value$2.4M (+$285.3K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares26,070 from 26,774
Change-704 (-3%)
Value$2.3M (+$42.8K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED
Shares26,034 from 23,424
Change+2,610 (+11%)
Value$2.3M (+$328.2K)
Filed 2026-10-05
NorthLanding Financial Partners, LLC
INCREASED
Shares26,016 from 23,722
Change+2,294 (+10%)
Value$2.3M (+$301.0K)
Filed 2026-10-15
Sunburst Financial Group, LLC
DECREASED
Shares26,012 from 26,492
Change-480 (-2%)
Value$2.3M (+$62.0K)
Filed 2026-10-09
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares25,998 from 25,998
Change0 (0%)
Value$2.3M (+$103.2K)
Filed 2026-10-13
Boyd Wealth Management, LLC
INCREASED
Shares25,934 from 25,671
Change+263 (+1%)
Value$2.3M (+$125.6K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares25,913 from 17,256
Change+8,657 (+50%)
Value$2.3M (+$848.6K)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares25,910 from 24,288
Change+1,622 (+7%)
Value$2.3M (+$242.6K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares25,854 from 24,546
Change+1,308 (+5%)
Value$2.3M (+$215.3K)
Filed 2026-10-08
Cypress Point Wealth Management, LLC
INCREASED
Shares25,831 from 25,817
Change+14 (+0%)
Value$2.3M (+$103.8K)
Filed 2026-11-03
Community Trust & Investment Co
UNCHANGED
Shares25,806 from 25,806
Change0 (0%)
Value$2.3M (+$102.5K)
Filed 2026-10-15
Congress Asset Management Co
DECREASED
Shares25,728 from 26,436
Change-708 (-3%)
Value$2.3M (+$41.2K)
Filed 2026-10-06
Obermeyer Wealth Partners
UNCHANGED
Shares25,728 from 25,728
Change0 (0%)
Value$2.3M (+$102.1K)
Filed 2026-10-21
Kearns & Associates LLC
INCREASED
Shares25,614 from 25,611
Change+3 (+0%)
Value$2.3M (+$102.0K)
Filed 2026-10-09
Orin Green Financial, LLC
DECREASED
Shares25,475 from 25,975
Change-500 (-2%)
Value$2.3M (+$58.1K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares25,314 from 22,414
Change+2,900 (+13%)
Value$2.3M (+$350.3K)
Filed 2026-10-28
Capital Investment Counsel, LLC
DECREASED
Shares25,183 from 26,097
Change-914 (-3%)
Value$2.3M (+$21.2K)
Filed 2026-10-14
Redw Wealth LLC
INCREASED
Shares25,064 from 25,028
Change+36 (+0%)
Value$2.3M (+$102.6K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares24,990 from 24,987
Change+3 (+0%)
Value$2.3M (+$99.5K)
Filed 2026-10-20
Tandem Capital Management Corp
DECREASED
Shares24,918 from 25,098
Change-180 (-1%)
Value$2.2M (+$83.4K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares24,758 from 24,407
Change+351 (+1%)
Value$2.2M (+$131.2K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares24,665 from 26,440
Change-1,775 (-7%)
Value$2.2M (-$55.0K)
Filed 2026-11-05
LaFleur & Godfrey LLC
INCREASED
Shares24,663 from 23,514
Change+1,149 (+5%)
Value$2.2M (+$196.9K)
Filed 2026-10-27
Compass Ion Advisors, LLC
INCREASED
Shares24,573 from 24,504
Change+69 (+0%)
Value$2.2M (+$103.5K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares24,472 from 23,942
Change+530 (+2%)
Value$2.2M (+$142.8K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares24,464 from 21,939
Change+2,525 (+12%)
Value$2.2M (+$356.1K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED
Shares24,251 from 5,940
Change+18,311 (+308%)
Value$2.2M (+$1.7M)
Filed 2026-10-16
Southern Capital Advisors, LLC
INCREASED
Shares24,241 from 24,152
Change+89 (+0%)
Value$2.2M (+$103.9K)
Filed 2026-10-26
Manchester Capital Management LLC
UNCHANGED
Shares24,201 from 24,201
Change0 (0%)
Value$2.2M (+$96.1K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares23,894 from 23,391
Change+503 (+2%)
Value$2.2M (+$138.2K)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
DECREASED
Shares23,727 from 23,880
Change-153 (-1%)
Value$2.1M (+$81.0K)
Filed 2026-10-09
Legacy Advisors, LLC
DECREASED
Shares23,642 from 40,920
Change-17,278 (-42%)
Value$2.1M (-$1.4M)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares23,581 from 24,312
Change-731 (-3%)
Value$2.1M (+$30.6K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares23,550 from 25,764
Change-2,214 (-9%)
Value$2.2M (-$58.6K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares23,475 from 23,478
Change-3 (0%)
Value$2.1M (+$92.9K)
Filed 2026-10-09
Welch Group, LLC
INCREASED
Shares23,383 from 12,827
Change+10,556 (+82%)
Value$2.1M (+$1.0M)
Filed 2026-10-29
Focused Alpha, LLC
INCREASED
Shares23,342 from 23,186
Change+156 (+1%)
Value$2.1M (+$106.1K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares23,336 from 20,475
Change+2,861 (+14%)
Value$2.1M (+$339.1K)
Filed 2026-11-05
West Financial Advisors, LLC
DECREASED
Shares23,248 from 23,639
Change-391 (-2%)
Value$2.1M (+$58.7K)
Filed 2026-10-22
Foster Group, Inc.
INCREASED
Shares23,227 from 22,599
Change+628 (+3%)
Value$2.1M (+$146.2K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
INCREASED
Shares23,168 from 22,490
Change+678 (+3%)
Value$2.0M (+$118.1K)
Filed 2026-10-19
Kroeger Financial Partners
DECREASED
Shares23,102 from 23,312
Change-210 (-1%)
Value$2.1M (+$73.6K)
Filed 2026-10-19
Fusion Family Wealth, LLC
UNCHANGED
Shares23,064 from 23,064
Change0 (0%)
Value$2.1M (+$91.6K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED
Shares23,023 from 13,587
Change+9,436 (+69%)
Value$2.1M (+$904.2K)
Filed 2026-10-29
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares23,010 from 23,010
Change0 (0%)
Value$2.1M (+$91.4K)
Filed 2026-10-26
Lincoln Capital LLC
INCREASED
Shares22,943 from 22,709
Change+234 (+1%)
Value$2.1M (+$111.2K)
Filed 2026-10-09
Marquette Asset Management, LLC
DECREASED
Shares22,862 from 23,699
Change-837 (-4%)
Value$2.1M (+$18.7K)
Filed 2026-10-09
Western Reserve Capital Management, LLC
INCREASED
Shares22,816 from 22,768
Change+48 (+0%)
Value$2.1M (+$94.7K)
Filed 2026-10-14
Cypress Financial Planning LLC
DECREASED
Shares22,752 from 22,983
Change-231 (-1%)
Value$2.1M (+$70.4K)
Filed 2026-10-09
Equity Wealth Partners, LLC
DECREASED
Shares22,465 from 23,053
Change-588 (-3%)
Value$2.0M (+$38.6K)
Filed 2026-10-26
Entrewealth, LLC
INCREASED
Shares22,412 from 20,880
Change+1,532 (+7%)
Value$2.0M (+$167.9K)
Filed 2026-10-14
Harmony Asset Management LLC
INCREASED
Shares22,357 from 19,056
Change+3,301 (+17%)
Value$2.0M (+$373.0K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares22,267 from 22,433
Change-166 (-1%)
Value$2.0M (+$74.1K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares22,213 from 23,414
Change-1,201 (-5%)
Value$2.0M (-$15.2K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
DECREASED
Shares22,213 from 22,582
Change-369 (-2%)
Value$2.0M (+$56.3K)
Filed 2026-11-05
Wespac Advisors, LLC
DECREASED
Shares22,167 from 22,287
Change-120 (-1%)
Value$2.0M (+$77.7K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares22,117 from 12,827
Change+9,290 (+72%)
Value$2.0M (+$888.0K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares21,791 from 20,359
Change+1,432 (+7%)
Value$2.0M (+$209.9K)
Filed 2026-10-30
Stablepoint Partners, LLC
INCREASED
Shares21,744 from 18,660
Change+3,084 (+17%)
Value$2.0M (+$352.0K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares21,731 from 22,487
Change-756 (-3%)
Value$2.0M (+$21.1K)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
INCREASED
Shares21,661 from 21,465
Change+196 (+1%)
Value$2.0M (+$102.9K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED
Shares21,607 from 21,802
Change-195 (-1%)
Value$1.9M (+$69.0K)
Filed 2026-10-15
Steele Capital Management, Inc.
INCREASED
Shares21,482 from 20,372
Change+1,110 (+5%)
Value$1.9M (+$180.9K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares21,427 from 21,651
Change-224 (-1%)
Value$1.9M (+$65.8K)
Filed 2026-10-28
First National Trust Co
INCREASED
Shares21,370 from 19,526
Change+1,844 (+9%)
Value$1.9M (+$243.7K)
Filed 2026-10-28
AUA Capital Management, LLC
DECREASED
Shares21,314 from 21,734
Change-420 (-2%)
Value$1.9M (+$48.5K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares20,902 from 15,307
Change+5,595 (+37%)
Value$1.9M (+$564.9K)
Filed 2026-10-29
Cohen Investment Advisors LLC
DECREASED
Shares20,688 from 20,899
Change-211 (-1%)
Value$1.9M (+$64.0K)
Filed 2026-10-20
Donalies Financial Planning, LLC
DECREASED
Shares20,566 from 20,612
Change-46 (0%)
Value$1.9M (+$77.8K)
Filed 2026-10-19
First Bancorp, Inc
INCREASED
Shares20,464 from 19,807
Change+657 (+3%)
Value$1.8M (+$137.8K)
Filed 2026-10-26
Gibbs Wealth Management
DECREASED
Shares20,459 from 26,387
Change-5,928 (-22%)
Value$1.8M (-$429.5K)
Filed 2026-10-22
Pekin Hardy Strauss, Inc.
INCREASED
Shares20,455 from 20,394
Change+61 (+0%)
Value$1.8M (+$86.4K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares20,436 from 14,501
Change+5,935 (+41%)
Value$1.8M (+$592.4K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares20,428 from 19,696
Change+732 (+4%)
Value$1.8M (+$144.2K)
Filed 2026-10-16
Trinity Financial Advisors LLC
DECREASED
Shares20,386 from 20,803
Change-417 (-2%)
Value$1.8M (+$45.0K)
Filed 2026-10-09
McAlister, Sweet & Associates, Inc.
DECREASED
Shares20,354 from 20,525
Change-171 (-1%)
Value$1.8M (+$66.1K)
Filed 2026-10-07
Granville Capital, Inc.
INCREASED
Shares20,298 from 20,289
Change+9 (+0%)
Value$1.8M (+$81.3K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares20,161 from 22,662
Change-2,501 (-11%)
Value$1.8M (-$135.4K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
INCREASED
Shares20,119 from 19,701
Change+418 (+2%)
Value$1.8M (+$115.9K)
Filed 2026-10-26
StoryOne LLC
INCREASED
Shares20,066 from 9,954
Change+10,112 (+102%)
Value$1.8M (+$950.7K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares19,906 from 17,390
Change+2,516 (+14%)
Value$1.8M (+$295.7K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares19,894 from 18,009
Change+1,885 (+10%)
Value$1.8M (+$241.4K)
Filed 2026-10-14
TFB Advisors LLC
DECREASED
Shares19,765 from 20,358
Change-593 (-3%)
Value$1.8M (+$27.4K)
Filed 2026-11-02
William Mack & Associates, Inc.
DECREASED
Shares19,709 from 19,827
Change-118 (-1%)
Value$1.8M (+$68.1K)
Filed 2026-10-27
Verus Capital Partners, LLC
DECREASED
Shares19,696 from 23,003
Change-3,307 (-14%)
Value$1.8M (-$206.6K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
DECREASED
Shares19,694 from 20,954
Change-1,260 (-6%)
Value$1.8M (-$30.3K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares19,667 from 19,456
Change+211 (+1%)
Value$1.8M (+$96.3K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares19,612 from 17,303
Change+2,309 (+13%)
Value$1.8M (+$276.8K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares19,555 from 19,539
Change+16 (+0%)
Value$1.8M (+$79.0K)
Filed 2026-11-02
Perryman Financial Advisory Inc
DECREASED
Shares19,506 from 19,706
Change-200 (-1%)
Value$1.8M (+$60.2K)
Filed 2026-10-16
Cane Capital Partners, LLC
INCREASED
Shares19,331 from 18,723
Change+608 (+3%)
Value$1.7M (+$129.1K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
INCREASED
Shares19,259 from 19,248
Change+11 (+0%)
Value$1.7M (+$128.6K)
Filed 2026-10-19
Boston Trust Walden Corp
UNCHANGED
Shares19,236 from 19,236
Change0 (0%)
Value$1.7M (+$76.4K)
Filed 2026-10-30
Chapin Davis, Inc.
INCREASED
Shares19,220 from 19,219
Change+1 (+0%)
Value$1.7M (+$76.5K)
Filed 2026-10-09
Burney Co/
INCREASED
Shares19,121 from 17,733
Change+1,388 (+8%)
Value$1.7M (+$195.5K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
DECREASED
Shares19,106 from 19,346
Change-240 (-1%)
Value$1.7M (+$55.1K)
Filed 2026-10-20
Certuity, LLC
DECREASED
Shares19,063 from 19,343
Change-280 (-1%)
Value$1.7M (+$51.5K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
UNCHANGED
Shares18,984 from 18,984
Change0 (0%)
Value$1.7M (+$75.4K)
Filed 2026-10-07
Curtis Advisory Group, LLC
DECREASED
Shares18,975 from 19,038
Change-63 (0%)
Value$1.7M (+$69.9K)
Filed 2026-10-28
LifeSteps Financial, Inc.
DECREASED
Shares18,928 from 19,298
Change-370 (-2%)
Value$1.7M (+$43.3K)
Filed 2026-10-15
Breakwater Investment Management
UNCHANGED
Shares18,881 from 18,881
Change0 (0%)
Value$1.7M (+$75.0K)
Filed 2026-10-20
Revisor Wealth Management LLC
DECREASED
Shares18,746 from 19,385
Change-639 (-3%)
Value$1.7M (-$1.3K)
Filed 2026-10-20
Matrix Asset Advisors Inc
INCREASED
Shares18,647 from 18,563
Change+84 (+0%)
Value$1.7M (+$81.3K)
Filed 2026-10-13
Northwest Wealth Advisors, LLC
DECREASED
Shares18,592 from 19,394
Change-802 (-4%)
Value$1.7M (+$4.7K)
Filed 2026-11-02
Narus Financial Partners, LLC
INCREASED
Shares18,542 from 14,199
Change+4,343 (+31%)
Value$1.7M (+$447.7K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares18,460 from 18,297
Change+163 (+1%)
Value$1.7M (+$87.3K)
Filed 2026-10-13
Archer Investment Management, LLC
DECREASED
Shares18,413 from 18,828
Change-415 (-2%)
Value$1.7M (+$37.4K)
Filed 2026-10-13
Gryphon Financial Partners LLC
INCREASED
Shares18,409 from 16,584
Change+1,825 (+11%)
Value$1.7M (+$230.3K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
INCREASED
Shares18,371 from 15,311
Change+3,060 (+20%)
Value$1.7M (+$336.6K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED
Shares18,283 from 22,526
Change-4,243 (-19%)
Value$1.6M (-$292.9K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
INCREASED
Shares18,246 from 17,622
Change+624 (+4%)
Value$1.6M (+$126.2K)
Filed 2026-10-22
Occidental Asset Management, LLC
DECREASED
Shares18,205 from 19,063
Change-858 (-4%)
Value$1.6M (-$1.6K)
Filed 2026-11-05
MB, Levis & Associates, LLC
INCREASED
Shares18,168 from 18,150
Change+18 (+0%)
Value$1.6M (+$73.7K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares18,165 from 18,051
Change+114 (+1%)
Value$1.6M (+$82.0K)
Filed 2026-10-15
Del-Sette Capital Management, LLC
DECREASED
Shares18,078 from 18,268
Change-190 (-1%)
Value$1.6M (+$55.4K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares18,034 from 17,871
Change+163 (+1%)
Value$1.6M (+$85.6K)
Filed 2026-10-21
Bernardo Wealth Planning LLC
INCREASED
Shares17,938 from 8,968
Change+8,970 (+100%)
Value$1.6M (+$843.9K)
Filed 2026-10-23
Optima Capital LLC
DECREASED
Shares17,938 from 21,081
Change-3,143 (-15%)
Value$1.6M (-$199.5K)
Filed 2026-10-29
Net Worth Advisory Group
INCREASED
Shares17,892 from 17,455
Change+437 (+3%)
Value$1.6M (+$110.8K)
Filed 2026-10-20
Retirement Guys Formula LLC
DECREASED
Shares17,889 from 18,447
Change-558 (-3%)
Value$2.3M (+$691.5K)
Filed 2026-10-26
Bull Oak Capital, LLC
UNCHANGED
Shares17,886 from 17,886
Change0 (0%)
Value$1.6M (+$71.0K)
Filed 2026-10-23
Noesis Capital Mangement Corp
DECREASED
Shares17,870 from 19,586
Change-1,716 (-9%)
Value$1.6M (-$76.9K)
Filed 2026-10-26
Waller Financial Planning Group, Inc
UNCHANGED
Shares17,775 from 17,775
Change0 (0%)
Value$1.6M (+$70.6K)
Filed 2026-10-07
Greenhouse Wealth Management, LLC
INCREASED
Shares17,682 from 17,424
Change+258 (+1%)
Value$1.6M (+$92.4K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares17,665 from 17,534
Change+131 (+1%)
Value$1.6M (+$81.5K)
Filed 2026-11-05
Nautilus Advisors LLC
DECREASED
Shares17,658 from 17,717
Change-59 (0%)
Value$1.6M (+$42.8K)
Filed 2026-10-07
Traynor Capital Management, Inc.
INCREASED
Shares17,553 from 16,480
Change+1,073 (+7%)
Value$1.6M (+$162.2K)
Filed 2026-10-29
Hilltop National Bank
DECREASED
Shares17,551 from 18,548
Change-997 (-5%)
Value$1.6M (-$16.2K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares17,455 from 16,435
Change+1,020 (+6%)
Value$1.6M (+$157.2K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares17,374 from 17,722
Change-348 (-2%)
Value$1.6M (+$39.0K)
Filed 2026-10-15
Jacobi Capital Management LLC
DECREASED
Shares17,371 from 17,534
Change-163 (-1%)
Value$1.6M (+$55.0K)
Filed 2026-11-05
Independence Bank of Kentucky
DECREASED
Shares17,303 from 17,708
Change-405 (-2%)
Value$1.6M (+$33.8K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares17,290 from 16,618
Change+672 (+4%)
Value$1.5M (+$39.1K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares17,284 from 17,411
Change-127 (-1%)
Value$1.6M (+$57.7K)
Filed 2026-10-19
Sageworth Trust Co
UNCHANGED
Shares17,184 from 17,184
Change0 (0%)
Value$1.5M (+$68.2K)
Filed 2026-10-30
Sound Income Strategies, LLC
DECREASED
Shares17,128 from 17,885
Change-757 (-4%)
Value$1.6M (+$23.4K)
Filed 2026-10-09
Tanager Wealth Management LLP
INCREASED
Shares17,088 from 10,920
Change+6,168 (+56%)
Value$1.5M (+$599.2K)
Filed 2026-10-19
Grange Capital, LLC
DECREASED
Shares17,001 from 17,111
Change-110 (-1%)
Value$1.5M (+$58.0K)
Filed 2026-10-20
Shepherd Financial Partners LLC
DECREASED
Shares16,944 from 17,010
Change-66 (0%)
Value$1.5M (+$61.6K)
Filed 2026-11-03
HF Advisory Group, LLC
DECREASED
Shares16,888 from 17,067
Change-179 (-1%)
Value$1.5M (+$51.6K)
Filed 2026-10-09
MKT Advisors LLC
DECREASED
Shares16,857 from 17,382
Change-525 (-3%)
Value$1.5M (+$46.5K)
Filed 2026-10-20
Southland Equity Partners LLC
DECREASED
Shares16,846 from 17,285
Change-439 (-3%)
Value$1.5M (+$29.1K)
Filed 2026-10-14
Phillips Financial Management, LLC
UNCHANGED
Shares16,758 from 16,758
Change0 (0%)
Value$1.5M (+$66.5K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares16,671 from 16,648
Change+23 (+0%)
Value$1.5M (+$68.2K)
Filed 2026-10-15
First County Bank
INCREASED
Shares16,668 from 15,464
Change+1,204 (+8%)
Value$1.5M (+$169.9K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares16,540 from 15,263
Change+1,277 (+8%)
Value$1.5M (+$175.7K)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares16,438 from 32,489
Change-16,051 (-49%)
Value$1.5M (-$1.3M)
Filed 2026-10-27
Tenon Financial LLC
DECREASED
Shares16,363 from 20,427
Change-4,064 (-20%)
Value$1.5M (-$285.1K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
INCREASED
Shares16,286 from 16,275
Change+11 (+0%)
Value$1.5M (+$65.6K)
Filed 2026-10-23
Michels Family Financial, LLC
DECREASED
Shares16,213 from 16,409
Change-196 (-1%)
Value$1.5M (+$47.4K)
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares16,120 from 15,842
Change+278 (+2%)
Value$1.5M (+$87.9K)
Filed 2026-11-05
Luminvest Wealth Management LLC
DECREASED
Shares16,076 from 17,590
Change-1,514 (-9%)
Value$1.4M (-$66.6K)
Filed 2026-10-14
Marion Wealth Management
INCREASED
Shares15,912 from 15,846
Change+66 (+0%)
Value$1.4M (+$68.9K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares15,881 from 13,308
Change+2,573 (+19%)
Value$1.4M (+$284.7K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
UNCHANGED
Shares15,858 from 15,858
Change0 (0%)
Value$1.4M (+$63.0K)
Filed 2026-10-16
Marin Bay Wealth Advisors, LLC
INCREASED
Shares15,855 from 15,841
Change+14 (+0%)
Value$1.4M (+$64.1K)
Filed 2026-10-28
Lpwm LLC
DECREASED
Shares15,820 from 15,823
Change-3 (0%)
Value$1.4M (+$62.5K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares15,741 from 15,120
Change+621 (+4%)
Value$1.4M (+$116.0K)
Filed 2026-11-05
Holos Integrated Wealth LLC
DECREASED
Shares15,737 from 16,486
Change-749 (-5%)
Value$1.4M (-$18.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares15,664 from 15,923
Change-259 (-2%)
Value$1.4M (+$39.9K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares15,613 from 15,870
Change-257 (-2%)
Value$1.4M (+$39.8K)
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares15,594 from 15,594
Change0 (0%)
Value$1.4M (+$61.9K)
Filed 2026-10-23
Gladwyn Financial Advisors, Inc.
DECREASED
Shares15,502 from 15,509
Change-7 (0%)
Value$1.4M (+$60.9K)
Filed 2026-10-05
Patton Albertson Miller Group, LLC
INCREASED
Shares15,447 from 15,081
Change+366 (+2%)
Value$1.4M (+$92.9K)
Filed 2026-10-26
Collective Family Office LLC
UNCHANGED
Shares15,375 from 15,375
Change0 (0%)
Value$1.4M (+$61.0K)
Filed 2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares15,324 from 15,324
Change0 (0%)
Value$1.4M (+$60.8K)
Filed 2026-10-22
G&S Capital LLC
DECREASED
Shares15,305 from 15,527
Change-222 (-1%)
Value$1.4M (+$41.7K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
NEW
Shares15,155
Change+15,155
Value$1.4M
Filed 2026-11-03
Beacon Financial Advisory LLC
DECREASED
Shares15,126 from 15,321
Change-195 (-1%)
Value$1.4M (+$43.2K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED
Shares15,077 from 15,077
Change0 (0%)
Value$1.4M (+$59.9K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
DECREASED
Shares15,024 from 17,316
Change-2,292 (-13%)
Value$1.4M (-$137.8K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares15,014 from 14,995
Change+19 (+0%)
Value$1.4M (+$61.2K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
INCREASED
Shares14,984 from 14,385
Change+599 (+4%)
Value$1.4M (+$111.1K)
Filed 2026-10-30
Madrid Wealth Management, LLC
UNCHANGED
Shares14,964 from 14,964
Change0 (0%)
Value$1.3M (+$59.4K)
Filed 2026-10-23
Retirement Financial Solutions, LLC
NEW
Shares14,963
Change+14,963
Value$1.3M
Filed 2026-10-20
Eastern Bank
INCREASED
Shares14,954 from 11,410
Change+3,544 (+31%)
Value$1.3M (+$364.6K)
Filed 2026-10-05
Firestone Capital Management
INCREASED
Shares14,945 from 11,584
Change+3,361 (+29%)
Value$1.3M (+$348.8K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares14,916 from 16,748
Change-1,832 (-11%)
Value$1.3M (-$98.6K)
Filed 2026-10-20
Sherman Wealth Management LLC
DECREASED
Shares14,757 from 15,219
Change-462 (-3%)
Value$1.3M (+$18.8K)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares14,678 from 14,663
Change+15 (+0%)
Value$1.3M (+$59.6K)
Filed 2026-10-19
Graetz Wealth LLC
DECREASED
Shares14,627 from 18,971
Change-4,344 (-23%)
Value$1.3M (-$316.1K)
Filed 2026-10-27
Harbor Asset Planning, Inc.
DECREASED
Shares14,573 from 14,741
Change-168 (-1%)
Value$1.3M (+$43.4K)
Filed 2026-10-23
RKL Wealth Management LLC
DECREASED
Shares14,565 from 14,625
Change-60 (0%)
Value$1.3M (+$52.7K)
Filed 2026-10-16
Grandview Asset Management LLC
DECREASED
Shares14,457 from 62,273
Change-47,816 (-77%)
Value$1.3M (-$4.1M)
Filed 2026-10-19
Wealth Architects, LLC
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$1.3M (+$57.2K)
Filed 2026-11-03
Nordwand Advisors, LLC
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$1.3M (+$57.2K)
Filed 2026-11-05
First Community Trust NA
INCREASED
Shares14,318 from 548
Change+13,770 (+2513%)
Value$1.3M (+$1.2M)
Filed 2026-10-07
Evolution Wealth Advisors, LLC
UNCHANGED
Shares14,316 from 14,316
Change0 (0%)
Value$1.3M (+$56.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares14,243 from 8,244
Change+5,999 (+73%)
Value$1.3K (-$571.9K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares14,160 from 14,053
Change+107 (+1%)
Value$1.3M (+$31.0K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
DECREASED
Shares14,156 from 14,297
Change-141 (-1%)
Value$1.3M (+$44.1K)
Filed 2026-10-14
IFG Advisors, LLC
DECREASED
Shares14,112 from 14,155
Change-43 (0%)
Value$1.3M (+$52.3K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares14,110 from 10,456
Change+3,654 (+35%)
Value$1.3M (+$370.7K)
Filed 2026-10-26
Allen Capital Group, LLC
INCREASED
Shares14,100 from 13,820
Change+280 (+2%)
Value$1.3M (+$80.1K)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares14,061 from 14,753
Change-692 (-5%)
Value$1.3K (-$1.3M)
Filed 2026-10-23
Interchange Capital Partners, LLC
INCREASED
Shares14,047 from 14,027
Change+20 (+0%)
Value$1.3M (+$57.5K)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares14,046 from 14,046
Change0 (0%)
Value$1.2M (+$21.8K)
Filed 2026-10-30
Aviso Wealth Management
DECREASED
Shares14,018 from 14,413
Change-395 (-3%)
Value$1.3M (+$21.5K)
Filed 2026-11-04
Chemistry Wealth Management LLC
DECREASED
Shares14,015 from 16,901
Change-2,886 (-17%)
Value$1.3M (-$193.0K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares14,012 from 871,237
Change-857,225 (-98%)
Value$1.3M (-$73.8M)
Filed 2026-11-05
Carret Asset Management, LLC
INCREASED
Shares13,891 from 12,407
Change+1,484 (+12%)
Value$1.3M (+$183.0K)
Filed 2026-11-04
Abacus Wealth Partners, LLC
INCREASED
Shares13,874 from 12,510
Change+1,364 (+11%)
Value$1.3M (+$172.6K)
Filed 2026-11-03
First National Bank Sioux Falls
INCREASED
Shares13,866 from 2,428
Change+11,438 (+471%)
Value$1.2M (+$68.2K)
Filed 2026-10-13
Myecfo, LLC
DECREASED
Shares13,770 from 13,812
Change-42 (0%)
Value$1.2M (+$51.0K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares13,654 from 9,705
Change+3,949 (+41%)
Value$1.2M (+$394.3K)
Filed 2026-10-20
Goodman Advisory Group, LLC
DECREASED
Shares13,549 from 27,137
Change-13,588 (-50%)
Value$1.2M (-$1.1M)
Filed 2026-11-02
Waterfront Wealth Inc.
INCREASED
Shares13,497 from 13,489
Change+8 (+0%)
Value$1.2M (+$16.7K)
Filed 2026-11-03
Herold Advisors, Inc.
DECREASED
Shares13,311 from 14,511
Change-1,200 (-8%)
Value$1.2M (-$51.5K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares13,292 from 14,362
Change-1,070 (-7%)
Value$1.2M (-$39.4K)
Filed 2026-10-15
Focused Wealth Management, Inc
DECREASED
Shares13,287 from 13,859
Change-572 (-4%)
Value$1.2M (+$3.5K)
Filed 2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED
Shares13,194 from 13,146
Change+48 (+0%)
Value$1.2M (+$56.5K)
Filed 2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED
Shares13,169 from 15,457
Change-2,288 (-15%)
Value$1.2M (-$144.8K)
Filed 2026-10-14
Orgel Wealth Management, LLC
DECREASED
Shares13,060 from 13,179
Change-119 (-1%)
Value$1.2M (+$41.6K)
Filed 2026-10-14
Charis Legacy Partners, LLC
INCREASED
Shares12,998 from 12,955
Change+43 (+0%)
Value$1.2M (+$55.3K)
Filed 2026-10-22
Thryve Wealth Management LLC
UNCHANGED
Shares12,948 from 12,948
Change0 (0%)
Value$1.2M (+$51.4K)
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares12,897 from 12,897
Change0 (0%)
Value$1.2M (+$51.2K)
Filed 2026-11-04
Hardworking Capital Advisors, LLC
NEW
Shares12,881
Change+12,881
Value$1.2M
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares12,833 from 12,831
Change+2 (+0%)
Value$1.2M (+$51.1K)
Filed 2026-11-02
Cottage Street Advisors LLC
DECREASED
Shares12,761 from 13,562
Change-801 (-6%)
Value$1.1M (-$18.3K)
Filed 2026-10-19
InvesTrust
INCREASED
Shares12,761 from 12,249
Change+512 (+4%)
Value$1.1M (+$94.8K)
Filed 2026-10-14
AAF Wealth Management, LLC
INCREASED
Shares12,678 from 12,320
Change+358 (+3%)
Value$1.1M (+$81.2K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares12,612 from 12,612
Change0 (0%)
Value$1.1M (+$50.1K)
Filed 2026-10-16
Shayne & Jacobs, LLC
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$1.1M (+$50.0K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares12,597 from 7,951
Change+4,646 (+58%)
Value$1.2M (+$473.7K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares12,563 from 10,434
Change+2,129 (+20%)
Value$1.1M (+$233.3K)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares12,553 from 12,552
Change+1 (+0%)
Value$1.1M (+$49.9K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares12,546 from 10,732
Change+1,814 (+17%)
Value$1.1M (+$206.1K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
DECREASED
Shares12,535 from 12,563
Change-28 (0%)
Value$1.1M (+$47.4K)
Filed 2026-10-09
Pacific Capital Wealth Advisors, Inc.
NEW
Shares12,509
Change+12,509
Value$1.1M
Filed 2026-10-22
Cox Capital Mgt LLC
INCREASED
Shares12,486 from 12,375
Change+111 (+1%)
Value$1.1M (+$59.2K)
Filed 2026-10-07
Wealth Management Partners, LLC
INCREASED
Shares12,468 from 11,446
Change+1,022 (+9%)
Value$1.1M (+$137.5K)
Filed 2026-10-21
Accredited Investors Inc.
INCREASED
Shares12,439 from 11,886
Change+553 (+5%)
Value$1.1M (+$97.0K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
INCREASED
Shares12,421 from 11,159
Change+1,262 (+11%)
Value$1.1M (+$158.0K)
Filed 2026-10-29
Flagship Private Wealth, LLC
DECREASED
Shares12,410 from 14,972
Change-2,562 (-17%)
Value$1.1M (-$171.4K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares12,388 from 12,583
Change-195 (-2%)
Value$1.1M (+$32.4K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
INCREASED
Shares12,270 from 10,374
Change+1,896 (+18%)
Value$1.1M (+$212.0K)
Filed 2026-10-08
First Command Advisory Services, Inc.
INCREASED
Shares12,244 from 12,206
Change+38 (+0%)
Value$1.1M (+$51.9K)
Filed 2026-11-05
Mascagni Wealth Management, Inc.
DECREASED
Shares12,196 from 12,726
Change-530 (-4%)
Value$1.1M (+$2.8K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
DECREASED
Shares12,096 from 12,121
Change-25 (0%)
Value$1.1M (+$45.9K)
Filed 2026-10-23
Verum Partners LLC
INCREASED
Shares12,072 from 10,736
Change+1,336 (+12%)
Value$1.1M (+$163.0K)
Filed 2026-10-21
Keystone Wealth Services, LLC
INCREASED
Shares12,065 from 10,178
Change+1,887 (+19%)
Value$1.1M (+$208.4K)
Filed 2026-11-03
Opulen Financial Group LLC
INCREASED
Shares12,057 from 12,045
Change+12 (+0%)
Value$1.1M (+$48.9K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares12,039
Change+12,039
Value$1.1M
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares12,036 from 12,036
Change0 (0%)
Value$1.1M (+$47.8K)
Filed 2026-10-23
Willner & Heller, LLC
INCREASED
Shares12,034 from 12,022
Change+12 (+0%)
Value$1.1M (+$48.8K)
Filed 2026-10-28
Baring Financial LLC
DECREASED
Shares12,026 from 13,259
Change-1,233 (-9%)
Value$1.1M (-$58.5K)
Filed 2026-10-07
Windsor Capital Management, LLC
INCREASED
Shares12,026 from 12,022
Change+4 (+0%)
Value$1.1M (+$48.0K)
Filed 2026-10-13
Diversified Management Inc
INCREASED
Shares12,023 from 12,012
Change+11 (+0%)
Value$1.1M (+$48.6K)
Filed 2026-10-08
Delta Capital Management LLC
DECREASED
Shares12,000 from 18,000
Change-6,000 (-33%)
Value$1.1K (-$470)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares11,995 from 11,584
Change+411 (+4%)
Value$1.1M (+$83.0K)
Filed 2026-10-23
Vision Capital Management, Inc.
DECREASED
Shares11,941 from 12,409
Change-468 (-4%)
Value$1.1M (+$7.1K)
Filed 2026-10-20
XXI Wealth, LLC
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$1.1M (+$46.8K)
Filed 2026-10-22
Selby Wealth Management, LLC
INCREASED
Shares11,795 from 11,663
Change+132 (+1%)
Value$1.1M (+$58.2K)
Filed 2026-10-16
S.A. Mason LLC
UNCHANGED
Shares11,748 from 11,748
Change0 (0%)
Value$1.1M (+$46.6K)
Filed 2026-10-13
LJI Wealth Management, LLC
INCREASED
Shares11,733 from 11,710
Change+23 (+0%)
Value$1.1M (+$48.6K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares11,707 from 6,649
Change+5,058 (+76%)
Value$1.1M (+$482.2K)
Filed 2026-10-23
W Advisors, LLC
UNCHANGED
Shares11,689 from 11,689
Change0 (0%)
Value$1.1M (+$46.5K)
Filed 2026-11-02
Brian LOW Financial Group, LLC
INCREASED
Shares11,687 from 11,553
Change+134 (+1%)
Value$1.1M (+$58.0K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares11,659 from 10,527
Change+1,132 (+11%)
Value$1.1M (+$143.8K)
Filed 2026-10-19
Oath Planning, LLC
INCREASED
Shares11,640 from 11,635
Change+5 (+0%)
Value$1.0M (+$46.7K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares11,631 from 9,370
Change+2,261 (+24%)
Value$1.0M (+$240.9K)
Filed 2026-10-29
Maseco LLP
DECREASED
Shares11,627 from 11,675
Change-48 (0%)
Value$1.0M (+$40.9K)
Filed 2026-10-27
Norden Group LLC
UNCHANGED
Shares11,604 from 11,604
Change0 (0%)
Value$1.0M (+$46.1K)
Filed 2026-10-20
Advisory Solutions Group, LLC
INCREASED
Shares11,593 from 3,681
Change+7,912 (+215%)
Value$1.0M (+$727.6K)
Filed 2026-10-14
BancFirst Trust & Investment Management
INCREASED
Shares11,562 from 11,358
Change+204 (+2%)
Value$1.0M (+$76.2K)
Filed 2026-10-30
Cooper Financial Group
DECREASED
Shares11,496 from 12,187
Change-691 (-6%)
Value$1.0M (-$14.0K)
Filed 2026-10-07
Northwest Wealth Management, LLC
INCREASED
Shares11,483 from 11,343
Change+140 (+1%)
Value$1.0M (+$57.6K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares11,422 from 10,555
Change+867 (+8%)
Value$1.0M (+$120.0K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares11,397 from 6,065
Change+5,332 (+88%)
Value$1.0M (+$504.4K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares11,373
Change+11,373
Value$1.0M
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares11,367 from 2,678
Change+8,689 (+324%)
Value$1.0M (+$793.6K)
Filed 2026-10-21
Investment House LLC
INCREASED
Shares11,355 from 10,618
Change+737 (+7%)
Value$1.0M (+$108.6K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares11,322 from 12,806
Change-1,484 (-12%)
Value$1.0M (-$82.9K)
Filed 2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,322 from 12,081
Change-759 (-6%)
Value$1.0M (-$20.4K)
Filed 2026-10-27
Fingerlakes Wealth Management, Inc.
DECREASED
Shares11,299 from 11,819
Change-520 (-4%)
Value$1.0M (+$77)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares11,232 from 10,311
Change+921 (+9%)
Value$1.0M (+$135.4K)
Filed 2026-10-13
Bay Capital Advisors, LLC
DECREASED
Shares11,223 from 11,263
Change-40 (0%)
Value$1.0M (+$41.1K)
Filed 2026-10-16
Thompson Investment Management, Inc.
DECREASED
Shares11,142 from 11,442
Change-300 (-3%)
Value$1.0M (+$18.4K)
Filed 2026-10-14
Chilton Capital Management LLC
INCREASED
Shares11,088 from 10,115
Change+973 (+10%)
Value$999.1K (+$127.8K)
Filed 2026-10-28
RHS Financial, LLC
UNCHANGED
Shares11,087 from 11,087
Change0 (0%)
Value$999.0K (+$44.0K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares11,044 from 8,301
Change+2,743 (+33%)
Value$995.1K (+$280.1K)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares11,007 from 9,894
Change+1,113 (+11%)
Value$991.8K (+$139.6K)
Filed 2026-11-02
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares10,979 from 10,979
Change0 (0%)
Value$989.3K (+$43.6K)
Filed 2026-10-27
New Perspectives, Inc
UNCHANGED
Shares10,974 from 10,974
Change0 (0%)
Value$988.9K (+$43.6K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
INCREASED
Shares10,951 from 10,798
Change+153 (+1%)
Value$986.8K (+$56.7K)
Filed 2026-10-08
Semus Wealth Partners LLC
DECREASED
Shares10,938 from 11,203
Change-265 (-2%)
Value$985.6K (+$20.6K)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares10,922 from 10,086
Change+836 (+8%)
Value$984.2K (+$115.4K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED
Shares10,883 from 11,478
Change-595 (-5%)
Value$980.6K (-$8.1K)
Filed 2026-10-21
Levin Capital Strategies, L.P.
INCREASED
Shares10,865 from 4,466
Change+6,399 (+143%)
Value$979.0K (+$594.3K)
Filed 2026-11-02
Genesis Private Wealth, LLC
INCREASED
Shares10,864 from 9,550
Change+1,314 (+14%)
Value$978.9K (+$156.2K)
Filed 2026-11-02
Symmetry Partners, LLC
DECREASED
Shares10,864 from 12,144
Change-1,280 (-11%)
Value$979.0K (-$67.1K)
Filed 2026-10-27
Narwhal Capital Management
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$973.2K (+$42.9K)
Filed 2026-11-04
Single Point Partners, LLC
DECREASED
Shares10,691 from 10,888
Change-197 (-2%)
Value$963.3K (+$25.5K)
Filed 2026-10-19
Journey Advisory Group, LLC
UNCHANGED
Shares10,670 from 10,670
Change0 (0%)
Value$961.5K (+$42.3K)
Filed 2026-11-04
ASK Capital Investment Managers, LLC
NEW
Shares10,664
Change+10,664
Value$960.9K
Filed 2026-10-14
Sierra Ocean, LLC
UNCHANGED
Shares10,638 from 10,638
Change0 (0%)
Value$958.6K (+$42.2K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares10,577 from 10,462
Change+115 (+1%)
Value$953.1K (+$51.9K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
DECREASED
Shares10,521 from 10,820
Change-299 (-3%)
Value$948.0K (+$16.0K)
Filed 2026-10-13
NBH Bank
DECREASED
Shares10,474 from 10,589
Change-115 (-1%)
Value$943.8K (+$31.7K)
Filed 2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED
Shares10,447 from 10,218
Change+229 (+2%)
Value$941.4K (+$61.2K)
Filed 2026-10-23
Thompson Davis & Co., Inc.
INCREASED
Shares10,447 from 10,332
Change+115 (+1%)
Value$941.4K (+$51.4K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares10,423 from 11,032
Change-609 (-6%)
Value$951.7K (-$7.8K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares10,412 from 9,960
Change+452 (+5%)
Value$938.3K (+$80.3K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares10,406 from 10,406
Change0 (0%)
Value$937.7K (+$41.3K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
INCREASED
Shares10,372 from 9,524
Change+848 (+9%)
Value$934.6K (+$114.3K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares10,347 from 12,761
Change-2,414 (-19%)
Value$932.4K (-$166.8K)
Filed 2026-10-08
Means Investment Co., Inc.
DECREASED
Shares10,305 from 10,452
Change-147 (-1%)
Value$928.6K (+$28.2K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares10,272 from 13,951
Change-3,679 (-26%)
Value$925.6K (-$276.2K)
Filed 2026-10-27
Livet Wealth, LLC
INCREASED
Shares10,210 from 10,026
Change+184 (+2%)
Value$920.0K (+$56.4K)
Filed 2026-10-27
Petredis Investment Advisors LLC
INCREASED
Shares10,206 from 10,171
Change+35 (+0%)
Value$919.7K (+$43.5K)
Filed 2026-10-20
Downshift Financial, LLC
DECREASED
Shares10,158 from 10,712
Change-554 (-5%)
Value$915.4K (-$7.4K)
Filed 2026-10-13
Seneca Financial Advisors LLC
UNCHANGED
Shares10,158 from 10,158
Change0 (0%)
Value$915.3K (+$40.3K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
DECREASED
Shares10,112 from 12,003
Change-1,891 (-16%)
Value$911.2K (-$122.7K)
Filed 2026-11-03
Clearwave Capital, LLC
DECREASED
Shares10,103 from 10,451
Change-348 (-3%)
Value$910.4K (+$10.1K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
DECREASED
Shares10,033 from 10,472
Change-439 (-4%)
Value$904.1K (+$2.1K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares9,956 from 9,799
Change+157 (+2%)
Value$897.2K (+$53.1K)
Filed 2026-10-23
Capital Asset Advisory Services LLC
DECREASED
Shares9,927 from 11,857
Change-1,930 (-16%)
Value$865.3K (-$156.1K)
Filed 2026-10-30
Accredited Investor Services, LLC
INCREASED
Shares9,858 from 8,713
Change+1,145 (+13%)
Value$888.3K (+$137.8K)
Filed 2026-10-22
CPC Advisors, LLC
INCREASED
Shares9,848 from 4,846
Change+5,002 (+103%)
Value$887.4K (+$469.9K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares9,835 from 8,570
Change+1,265 (+15%)
Value$886.3K (+$148.0K)
Filed 2026-11-05
Shira Ridge Wealth Management
DECREASED
Shares9,829 from 9,865
Change-36 (0%)
Value$885.7K (+$35.9K)
Filed 2026-10-09
Maltin Wealth Management, Inc.
INCREASED
Shares9,800 from 9,792
Change+8 (+0%)
Value$883.1K (+$39.7K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
DECREASED
Shares9,789 from 9,869
Change-80 (-1%)
Value$882.1K (+$32.0K)
Filed 2026-10-14
Stone Wealth Partners
INCREASED
Shares9,723 from 4,975
Change+4,748 (+95%)
Value$875.3K (+$446.3K)
Filed 2026-11-05
Retiremitten Financial LLC
DECREASED
Shares9,723 from 10,205
Change-482 (-5%)
Value$863.5K (-$15.6K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares9,704 from 11,526
Change-1,822 (-16%)
Value$874.5K (-$118.4K)
Filed 2026-11-05
Approach Retirement Advisors, LLC
INCREASED
Shares9,699 from 8,297
Change+1,402 (+17%)
Value$874.0K (+$159.2K)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares9,699 from 9,666
Change+33 (+0%)
Value$874.0K (+$41.3K)
Filed 2026-10-28
Financial Perspectives, Inc
INCREASED
Shares9,613 from 9,569
Change+44 (+0%)
Value$866.3K (+$42.0K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
INCREASED
Shares9,577 from 9,575
Change+2 (+0%)
Value$862.9K (+$38.2K)
Filed 2026-10-20
Align Financial, LLC
DECREASED
Shares9,570 from 10,686
Change-1,116 (-10%)
Value$862.4K (-$58.1K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED
Shares9,532 from 7,608
Change+1,924 (+25%)
Value$858.9K (+$203.6K)
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares9,532 from 10,096
Change-564 (-6%)
Value$859.0K (-$10.7K)
Filed 2026-10-09
Huntleigh Advisors, Inc.
INCREASED
Shares9,532 from 9,237
Change+295 (+3%)
Value$859.0K (+$63.3K)
Filed 2026-11-03
Sherman Asset Management, Inc.
INCREASED
Shares9,499 from 8,431
Change+1,068 (+13%)
Value$856.0K (+$129.7K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
DECREASED
Shares9,488 from 9,639
Change-151 (-2%)
Value$854.9K (+$24.7K)
Filed 2026-10-27
Tred Avon Family Wealth, LLC
DECREASED
Shares9,486 from 9,708
Change-222 (-2%)
Value$854.8K (+$18.5K)
Filed 2026-10-20
Pillar Financial Advisors, LLC
UNCHANGED
Shares9,399 from 9,399
Change0 (0%)
Value$846.9K (+$37.3K)
Filed 2026-10-21
Ellsworth Advisors, LLC
DECREASED
Shares9,377 from 9,938
Change-561 (-6%)
Value$845.0K (-$27.2K)
Filed 2026-10-15
waypoint wealth counsel
INCREASED
Shares9,357 from 8,163
Change+1,194 (+15%)
Value$843.2K (+$140.0K)
Filed 2026-10-22
WPG Advisers, LLC
DECREASED
Shares9,316 from 9,365
Change-49 (-1%)
Value$839.5K (+$32.8K)
Filed 2026-10-27
Meridian Financial Advisors, LLC
DECREASED
Shares9,288 from 9,624
Change-336 (-3%)
Value$836.9K (+$7.9K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares9,288 from 9,030
Change+258 (+3%)
Value$836.9K (+$59.1K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED
Shares9,275 from 7,374
Change+1,901 (+26%)
Value$835.8K (+$200.6K)
Filed 2026-10-09
RDA Financial Network
INCREASED
Shares9,242 from 7,048
Change+2,194 (+31%)
Value$832.8K (+$225.7K)
Filed 2026-10-15
True North Advisors, LLC
INCREASED
Shares9,228 from 4,176
Change+5,052 (+121%)
Value$831.5K (+$471.8K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares9,220 from 21,822
Change-12,602 (-58%)
Value$830.8K (-$1.0M)
Filed 2026-10-14
Aufman Associates Inc
DECREASED
Shares9,220 from 10,295
Change-1,075 (-10%)
Value$830.8K (-$56.0K)
Filed 2026-11-04
Keudell ison Wealth Management
UNCHANGED
Shares9,166 from 9,166
Change0 (0%)
Value$825.9K (+$36.4K)
Filed 2026-10-16
DBK Financial Counsel, LLC
DECREASED
Shares9,163 from 9,569
Change-406 (-4%)
Value$825.7K (+$1.4K)
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares9,154 from 7,654
Change+1,500 (+20%)
Value$824.9K (+$165.6K)
Filed 2026-10-29
Legacy Wealth Management, LLC
DECREASED
Shares9,148 from 9,198
Change-50 (-1%)
Value$824.3K (+$32.0K)
Filed 2026-10-22
HRC Wealth Management, LLC
INCREASED
Shares9,142 from 7,799
Change+1,343 (+17%)
Value$823.8K (+$152.0K)
Filed 2026-10-16
Summit Global Investments
DECREASED
Shares9,132 from 11,217
Change-2,085 (-19%)
Value$823 (-$965.2K)
Filed 2026-10-28
Arlington Financial Advisors, LLC
UNCHANGED
Shares9,084 from 9,084
Change0 (0%)
Value$818.6K (+$36.1K)
Filed 2026-10-19
Continuum Wealth Advisors, LLC
INCREASED
Shares9,066 from 5,082
Change+3,984 (+78%)
Value$816.9K (+$379.2K)
Filed 2026-10-20
Benin Management Corp
INCREASED
Shares9,066 from 9,059
Change+7 (+0%)
Value$816.9K (+$36.5K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares9,037 from 7,022
Change+2,015 (+29%)
Value$814.4K (+$209.5K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares9,012 from 9,012
Change0 (0%)
Value$812.1K (+$35.8K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
INCREASED
Shares8,997 from 8,957
Change+40 (+0%)
Value$810.7K (+$39.2K)
Filed 2026-10-07
SigFig Wealth Management, LLC
INCREASED
Shares8,979 from 8,514
Change+465 (+5%)
Value$809.1K (+$86.7K)
Filed 2026-10-07
M Wealth Management, LLC
INCREASED
Shares8,904 from 8,766
Change+138 (+2%)
Value$802.3K (+$47.2K)
Filed 2026-10-14
Koenig Investment Advisory, LLC
INCREASED
Shares8,855 from 8,332
Change+523 (+6%)
Value$797.9K (+$80.2K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares8,774 from 8,837
Change-63 (-1%)
Value$790.6K (+$29.4K)
Filed 2026-10-13
Milestone Asset Management, LLC
DECREASED
Shares8,770 from 12,050
Change-3,280 (-27%)
Value$790.3K (-$247.7K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares8,770 from 8,166
Change+604 (+7%)
Value$790.3K (+$86.9K)
Filed 2026-10-27
RAM Investment Partners, LLC
UNCHANGED
Shares8,742 from 8,742
Change0 (0%)
Value$787.7K (+$34.7K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares8,730 from 19,896
Change-11,166 (-56%)
Value$786.7K (-$927.2K)
Filed 2026-10-28
Richardson Capital Management LLC
DECREASED
Shares8,728 from 8,753
Change-25 (0%)
Value$786.5K (+$32.5K)
Filed 2026-10-23
Sepio Capital, LP
INCREASED
Shares8,704 from 8,703
Change+1 (+0%)
Value$784.4K (+$34.7K)
Filed 2026-10-22
Bailard, Inc.
INCREASED
Shares8,674 from 6,827
Change+1,847 (+27%)
Value$781.7K (+$193.6K)
Filed 2026-10-13
Value Investment Professionals, LLC
INCREASED
Shares8,662 from 8,658
Change+4 (+0%)
Value$780.5K (+$34.7K)
Filed 2026-10-13
Fairscale Capital, LLC
DECREASED
Shares8,657 from 8,940
Change-283 (-3%)
Value$736.4K (-$33.7K)
Filed 2026-11-04
Beacon Financial Planning, Inc
INCREASED
Shares8,648 from 7,623
Change+1,025 (+13%)
Value$779.2K (+$122.6K)
Filed 2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED
Shares8,634 from 8,440
Change+194 (+2%)
Value$778.0K (+$51.0K)
Filed 2026-10-26
Johnson Financial Group, LLC
INCREASED
Shares8,597 from 8,581
Change+16 (+0%)
Value$774.7K (+$35.5K)
Filed 2026-11-03
Mason & Associates, LLC
UNCHANGED
Shares8,592 from 8,592
Change0 (0%)
Value$774.2K (+$34.1K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
INCREASED
Shares8,555 from 5,780
Change+2,775 (+48%)
Value$770.8K (+$273.0K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares8,520 from 7,182
Change+1,338 (+19%)
Value$767.8K (+$149.1K)
Filed 2026-11-03
Phillip James Consulting Co.
UNCHANGED
Shares8,502 from 8,502
Change0 (0%)
Value$766.1K (+$33.8K)
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,435 from 6,962
Change+1,473 (+21%)
Value$760.1K (+$160.3K)
Filed 2026-10-13
Viewpoint Capital Management LLC
UNCHANGED
Shares8,430 from 8,430
Change0 (0%)
Value$759.6K (+$33.5K)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares8,410 from 8,409
Change+1 (+0%)
Value$757.8K (+$33.4K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares8,405 from 8,405
Change0 (0%)
Value$724.0K ($0)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares8,370 from 7,770
Change+600 (+8%)
Value$754.2K (+$88.5K)
Filed 2026-10-29
jvl associates llc
UNCHANGED
Shares8,367 from 8,367
Change0 (0%)
Value$753.9K (+$33.2K)
Filed 2026-10-09
Zenith Solutions, Inc.
INCREASED
Shares8,356 from 8,348
Change+8 (+0%)
Value$753.0K (+$33.9K)
Filed 2026-10-19
Waters Parkerson & Co., LLC
INCREASED
Shares8,355 from 8,349
Change+6 (+0%)
Value$752.9K (+$33.7K)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares8,340 from 8,340
Change0 (0%)
Value$751.5K (+$33.1K)
Filed 2026-10-30
Financial Futures Ltd Liability Co.
UNCHANGED
Shares8,340 from 8,340
Change0 (0%)
Value$751.5K (+$33.1K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,307 from 9,610
Change-1,303 (-14%)
Value$748.5K (-$79.3K)
Filed 2026-10-05
Peak Wealth Management LLC
DECREASED
Shares8,292 from 8,323
Change-31 (0%)
Value$735.3K (+$18.3K)
Filed 2026-10-26
Cypress Wealth Services, LLC
UNCHANGED
Shares8,256 from 8,256
Change0 (0%)
Value$764.9K (+$53.7K)
Filed 2026-10-21
Highland Capital Management, LLC
DECREASED
Shares8,251 from 8,404
Change-153 (-2%)
Value$743.5K (+$19.5K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares8,218 from 8,217
Change+1 (+0%)
Value$740.5K (+$32.7K)
Filed 2026-10-15
Farrell Financial LLC
DECREASED
Shares8,132 from 8,378
Change-246 (-3%)
Value$732.8K (+$11.1K)
Filed 2026-10-16
WP Advisors, LLC
INCREASED
Shares8,118 from 8,111
Change+7 (+0%)
Value$731.6K (+$32.9K)
Filed 2026-10-22
Strid Group, LLC
UNCHANGED
Shares8,118 from 8,118
Change0 (0%)
Value$731.5K (+$32.2K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares8,088 from 8,088
Change0 (0%)
Value$728.8K (+$32.1K)
Filed 2026-10-06
Walker Asset Management, LLC
INCREASED
Shares8,065 from 8,064
Change+1 (+0%)
Value$726.8K (+$32.1K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED
Shares8,018 from 8,014
Change+4 (+0%)
Value$722.5K (+$32.2K)
Filed 2026-10-14
LEE Danner & Bass Inc
DECREASED
Shares7,994 from 8,196
Change-202 (-2%)
Value$720.3K (+$14.3K)
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares7,968 from 523
Change+7,445 (+1424%)
Value$718.0K (+$672.9K)
Filed 2026-10-13
Verde Capital Management
DECREASED
Shares7,956 from 12,543
Change-4,587 (-37%)
Value$716.9K (-$363.6K)
Filed 2026-10-28
Bannerman Wealth Management Group, LLC
UNCHANGED
Shares7,920 from 7,920
Change0 (0%)
Value$713.7K (+$31.4K)
Filed 2026-10-09
Private Client Services, LLC
INCREASED
Shares7,903 from 7,897
Change+6 (+0%)
Value$712.2K (+$31.9K)
Filed 2026-10-02
JGP Wealth Management, LLC
INCREASED
Shares7,891 from 6,582
Change+1,309 (+20%)
Value$711.1K (+$144.1K)
Filed 2026-10-13
Pioneer Family Office, LLC
UNCHANGED
Shares7,878 from 7,878
Change0 (0%)
Value$709.9K (+$31.3K)
Filed 2026-10-30
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares7,869 from 7,421
Change+448 (+6%)
Value$709.1K (+$69.9K)
Filed 2026-11-03
Country Trust Bank
DECREASED
Shares7,868 from 7,884
Change-16 (0%)
Value$709.0K (+$29.9K)
Filed 2026-10-30
Capital Square, LLC
INCREASED
Shares7,856 from 7,253
Change+603 (+8%)
Value$707.9K (+$74.0K)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares7,782 from 7,782
Change0 (0%)
Value$701.2K (+$30.9K)
Filed 2026-11-05
Carroll Advisory Group, LLC
DECREASED
Shares7,767 from 8,064
Change-297 (-4%)
Value$699.9K (+$5.2K)
Filed 2026-10-16
Rockline Wealth Management, LLC
INCREASED
Shares7,739 from 7,430
Change+309 (+4%)
Value$697.4K (+$57.3K)
Filed 2026-10-26
American Financial & TAX Strategies Inc
DECREASED
Shares7,730 from 8,196
Change-466 (-6%)
Value$696.6K (-$9.5K)
Filed 2026-10-16
CLG LLC
DECREASED
Shares7,726 from 9,704
Change-1,978 (-20%)
Value$696.2K (-$139.7K)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares7,703 from 6,890
Change+813 (+12%)
Value$694.1K (+$100.6K)
Filed 2026-10-06
Advisory Advocates, LLC
INCREASED
Shares7,685 from 7,440
Change+245 (+3%)
Value$692.5K (+$51.6K)
Filed 2026-11-05
Tranquility Partners, LLC
INCREASED
Shares7,681 from 6,815
Change+866 (+13%)
Value$693.8K (+$106.8K)
Filed 2026-10-20
Buttonwood Financial Advisors Inc.
DECREASED
Shares7,643 from 9,455
Change-1,812 (-19%)
Value$688.7K (-$125.7K)
Filed 2026-10-13
Wealth Group Ltd
DECREASED
Shares7,636 from 7,687
Change-51 (-1%)
Value$696.2K (+$34.0K)
Filed 2026-10-07
Center For Asset Management LLC
DECREASED
Shares7,582 from 7,901
Change-319 (-4%)
Value$683.2K (+$2.6K)
Filed 2026-10-16
Ti-Trust, Inc
DECREASED
Shares7,572 from 7,992
Change-420 (-5%)
Value$682.3K (-$6.1K)
Filed 2026-10-21
HFG Wealth Management, LLC
UNCHANGED
Shares7,555 from 7,555
Change0 (0%)
Value$650.8K ($0)
Filed 2026-10-16
Hegarty Advisors, LLC
INCREASED
Shares7,545 from 7,544
Change+1 (+0%)
Value$679.9K (+$30.1K)
Filed 2026-10-20
Arthur M. Cohen & Associates, LLC
INCREASED
Shares7,488 from 7,485
Change+3 (+0%)
Value$674.7K (+$30.0K)
Filed 2026-10-26
Nicholas Wealth, Llc.
INCREASED
Shares7,440 from 4,216
Change+3,224 (+76%)
Value$670.4K (+$307.3K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
DECREASED
Shares7,389 from 7,391
Change-2 (0%)
Value$665.9K (+$29.2K)
Filed 2026-10-16
Platt Wealth Management LLC
INCREASED
Shares7,381 from 4,980
Change+2,401 (+48%)
Value$665 (-$427.3K)
Filed 2026-11-04
Murphy Pohlad Asset Management LLC
INCREASED
Shares7,377 from 7,369
Change+8 (+0%)
Value$664.8K (+$29.9K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
DECREASED
Shares7,355 from 7,460
Change-105 (-1%)
Value$662.8K (+$20.2K)
Filed 2026-10-09
SilverOak Wealth Management LLC
INCREASED
Shares7,343 from 7,338
Change+5 (+0%)
Value$661.7K (+$29.6K)
Filed 2026-10-29
Motive Wealth Advisors
DECREASED
Shares7,334 from 7,404
Change-70 (-1%)
Value$660.9K (+$23.1K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED
Shares7,316 from 10,630
Change-3,314 (-31%)
Value$659.3K (-$256.4K)
Filed 2026-10-15
Financial Security Advisor, Inc.
INCREASED
Shares7,315 from 7,076
Change+239 (+3%)
Value$659.2K (+$49.6K)
Filed 2026-11-03
Cullinan Associates Inc
INCREASED
Shares7,285 from 4,992
Change+2,293 (+46%)
Value$656.5K (+$226.4K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares7,282 from 7,338
Change-56 (-1%)
Value$656.2K (+$24.1K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares7,279 from 6,789
Change+490 (+7%)
Value$655.9K (+$71.1K)
Filed 2026-10-19
Essex LLC
DECREASED
Shares7,267 from 7,360
Change-93 (-1%)
Value$654.8K (+$20.8K)
Filed 2026-10-14
Eagle Bay Advisors LLC
DECREASED
Shares7,259 from 8,028
Change-769 (-10%)
Value$654.1K (-$37.4K)
Filed 2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW
Shares7,238
Change+7,238
Value$652.2K
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares7,233 from 30,372
Change-23,139 (-76%)
Value$651.8K (-$2.0M)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares7,209 from 7,208
Change+1 (+0%)
Value$649.6K (+$28.7K)
Filed 2026-11-02
Keystone Financial Group, Inc.
INCREASED
Shares7,200 from 7,193
Change+7 (+0%)
Value$648.8K (+$29.2K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares7,194 from 7,194
Change0 (0%)
Value$648.3K (+$28.6K)
Filed 2026-11-02
D.B. Root & Company, LLC
INCREASED
Shares7,190 from 7,188
Change+2 (+0%)
Value$647.9K (+$28.8K)
Filed 2026-11-04
Towneley Capital Management, Inc / de
UNCHANGED
Shares7,167 from 7,167
Change0 (0%)
Value$645.8K (+$28.5K)
Filed 2026-10-09
Clarity Wealth Advisors, LLC
DECREASED
Shares7,100 from 7,538
Change-438 (-6%)
Value$639.8K (-$9.5K)
Filed 2026-10-21
Financial Management Network Inc
UNCHANGED
Shares7,099 from 7,099
Change0 (0%)
Value$647.2K (+$41.9K)
Filed 2026-10-09
Buck Wealth Strategies, LLC
DECREASED
Shares7,081 from 15,298
Change-8,217 (-54%)
Value$638.0K (-$679.7K)
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares7,074 from 7,224
Change-150 (-2%)
Value$637.4K (+$15.2K)
Filed 2026-10-22
MinichMacGregor Wealth Management, LLC
INCREASED
Shares7,051 from 5,829
Change+1,222 (+21%)
Value$635.4K (+$133.3K)
Filed 2026-10-14
Midwest Capital Advisors, LLC
DECREASED
Shares7,046 from 7,118
Change-72 (-1%)
Value$634.9K (+$21.8K)
Filed 2026-11-04
Integrated Financial Solutions, Inc.
UNCHANGED
Shares7,032 from 7,032
Change0 (0%)
Value$605.7K ($0)
Filed 2026-10-09
Ipsen Advisor Group LLC
DECREASED
Shares7,003 from 7,061
Change-58 (-1%)
Value$631.1K (+$22.9K)
Filed 2026-10-29
GEM Asset Management, LLC
INCREASED
Shares6,948 from 6,423
Change+525 (+8%)
Value$626.1K (+$72.8K)
Filed 2026-10-13
Main Street Group, LTD
DECREASED
Shares6,930 from 6,942
Change-12 (0%)
Value$624.5K (+$26.5K)
Filed 2026-10-28
Beacon Wealthcare LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$621.8K (+$27.4K)
Filed 2026-10-02
Ballast Rock Private Wealth LLC
UNCHANGED
Shares6,878 from 6,878
Change0 (0%)
Value$619.8K (+$27.4K)
Filed 2026-10-26
Denver PWM, LLC
UNCHANGED
Shares6,836 from 6,836
Change0 (0%)
Value$616.0K (+$5.3K)
Filed 2026-10-22
Cookson Peirce & Co Inc
INCREASED
Shares6,822 from 6,456
Change+366 (+6%)
Value$614.7K (+$58.6K)
Filed 2026-10-30
Pachira Investments Inc.
INCREASED
Shares6,800 from 6,736
Change+64 (+1%)
Value$612.7K (+$32.5K)
Filed 2026-10-14
Flower City Capital
DECREASED
Shares6,798 from 7,404
Change-606 (-8%)
Value$612.6K (-$25.2K)
Filed 2026-10-15
North Forty Two & Co.
INCREASED
Shares6,772 from 6,771
Change+1 (+0%)
Value$610.3K (+$27.0K)
Filed 2026-10-19
MBE Wealth Management, LLC
INCREASED
Shares6,743 from 6,723
Change+20 (+0%)
Value$607.6K (+$28.4K)
Filed 2026-10-26
Ferguson Shapiro LLC
DECREASED
Shares6,725 from 8,526
Change-1,801 (-21%)
Value$606.0K (-$128.4K)
Filed 2026-10-16
Meridian Financial Partners LLC
INCREASED
Shares6,721 from 5,501
Change+1,220 (+22%)
Value$603.4K (+$120.7K)
Filed 2026-10-23
Trademark Financial Management, LLC
DECREASED
Shares6,716 from 6,952
Change-236 (-3%)
Value$605.2K (+$6.4K)
Filed 2026-10-23
TriaGen Wealth Management LLC
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$603.4K (+$26.6K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
DECREASED
Shares6,673 from 6,750
Change-77 (-1%)
Value$601.3K (+$19.9K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares6,654 from 6,187
Change+467 (+8%)
Value$599.6K (+$66.6K)
Filed 2026-11-03
Flywheel Private Wealth LLC
INCREASED
Shares6,651 from 6,650
Change+1 (+0%)
Value$599.3K (+$26.4K)
Filed 2026-11-02
Washington Trust Co
INCREASED
Shares6,649 from 6,624
Change+25 (+0%)
Value$599.1K (+$28.6K)
Filed 2026-10-22
Salus Financial Advisors, LLC
UNCHANGED
Shares6,642 from 6,642
Change0 (0%)
Value$598.5K (+$26.4K)
Filed 2026-10-20
Gainline Financial Partners, LLC
INCREASED
Shares6,606 from 6,390
Change+216 (+3%)
Value$595.3K (+$44.9K)
Filed 2026-10-15
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$594.7K (+$26.2K)
Filed 2026-10-26
Welch & Forbes LLC
UNCHANGED
Shares6,576 from 6,576
Change0 (0%)
Value$592.6K (+$26.1K)
Filed 2026-11-04
Unique Wealth, LLC
DECREASED
Shares6,575 from 7,543
Change-968 (-13%)
Value$592.5K (-$57.3K)
Filed 2026-10-16
Twele Capital Management, Inc.
DECREASED
Shares6,573 from 6,585
Change-12 (0%)
Value$592.3K (+$25.1K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares6,570 from 6,031
Change+539 (+9%)
Value$592.0K (+$72.5K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares6,558 from 6,443
Change+115 (+2%)
Value$590.9K (+$35.9K)
Filed 2026-10-07
Chapman Financial Group, LLC
UNCHANGED
Shares6,558 from 6,558
Change0 (0%)
Value$590.9K (+$26.0K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares6,529 from 6,593
Change-64 (-1%)
Value$588.3K (+$20.4K)
Filed 2026-10-22
Decision Investments, Inc
UNCHANGED
Shares6,498 from 6,498
Change0 (0%)
Value$585.5K (+$25.8K)
Filed 2026-10-07
Planned Solutions, Inc.
UNCHANGED
Shares6,498 from 6,498
Change0 (0%)
Value$585.6K (+$25.8K)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares6,438 from 4,824
Change+1,614 (+33%)
Value$580.1K (+$164.6K)
Filed 2026-10-27
Mission Financial Group, LLC
DECREASED
Shares6,436 from 8,097
Change-1,661 (-21%)
Value$580.0K (-$117.5K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares6,433 from 6,596
Change-163 (-2%)
Value$579.7K (+$11.5K)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED
Shares6,402 from 6,402
Change0 (0%)
Value$576.9K (+$25.4K)
Filed 2026-10-15
Advisor Resource Council
NEW
Shares6,382
Change+6,382
Value$587.5K
Filed 2026-11-05
Cooper Capital Advisors LLC
INCREASED
Shares6,377 from 6,157
Change+220 (+4%)
Value$574.6K (+$44.2K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
INCREASED
Shares6,371 from 6,212
Change+159 (+3%)
Value$574.1K (+$39.0K)
Filed 2026-10-20
Portland Financial Advisors Inc
INCREASED
Shares6,363 from 6,180
Change+183 (+3%)
Value$573.4K (+$41.0K)
Filed 2026-10-26
Cascade Investment Group, Inc.
UNCHANGED
Shares6,341 from 6,341
Change0 (0%)
Value$571.4K (+$25.2K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares6,335 from 6,527
Change-192 (-3%)
Value$570.8K (+$8.6K)
Filed 2026-10-09
Wealth Quarterback LLC
INCREASED
Shares6,294 from 4,545
Change+1,749 (+38%)
Value$567.2K (+$175.6K)
Filed 2026-10-20
Verity Asset Management, Inc.
INCREASED
Shares6,288 from 6,281
Change+7 (+0%)
Value$566.5K (+$25.4K)
Filed 2026-10-30
Nemes Rush Group LLC
DECREASED
Shares6,273 from 6,291
Change-18 (0%)
Value$565.2K (+$23.3K)
Filed 2026-11-04
Zullo Investment Group, Inc.
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$562.3K (+$24.8K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares6,237
Change+6,237
Value$562.0K
Filed 2026-10-19
Lane Brothers & Co Inc
DECREASED
Shares6,204 from 9,864
Change-3,660 (-37%)
Value$559.0K (-$290.6K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,204 from 6,201
Change+3 (+0%)
Value$559.1K (+$24.9K)
Filed 2026-10-22
Cascade Investment Advisors, Inc.
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$559.0K (+$24.6K)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
DECREASED
Shares6,201 from 6,503
Change-302 (-5%)
Value$550.8K (-$14.7K)
Filed 2026-10-21
Capital Investment Services of America, Inc.
DECREASED
Shares6,200 from 6,232
Change-32 (-1%)
Value$558.7K (+$21.9K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares6,190 from 5,714
Change+476 (+8%)
Value$557.8K (+$65.5K)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares6,178 from 6,178
Change0 (0%)
Value$556.7K (+$24.5K)
Filed 2026-10-20
Granite FO LLC
UNCHANGED
Shares6,168 from 6,168
Change0 (0%)
Value$555.8K (+$24.5K)
Filed 2026-10-14
GreatBanc Trust Co
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$554.2K (+$24.4K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares6,141 from 5,931
Change+210 (+4%)
Value$553.4K (+$42.5K)
Filed 2026-11-04
Missouri Trust & Investment Co
DECREASED
Shares6,136 from 6,336
Change-200 (-3%)
Value$552.9K (+$13.1K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED
Shares6,118 from 4,170
Change+1,948 (+47%)
Value$551.3K (+$192.1K)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares6,110 from 2,472
Change+3,638 (+147%)
Value$546.0K (+$333.1K)
Filed 2026-11-03
DDD Partners, LLC
UNCHANGED
Shares6,090 from 6,090
Change0 (0%)
Value$548.8K (+$24.2K)
Filed 2026-11-02
Retirement Solution LLC
DECREASED
Shares6,058 from 7,645
Change-1,587 (-21%)
Value$545.9K (-$112.7K)
Filed 2026-10-27
Peddock Capital Advisors, LLC
NEW
Shares6,046
Change+6,046
Value$544.8K
Filed 2026-10-16
Praetorian Wealth Management, Inc.
UNCHANGED
Shares6,027 from 6,027
Change0 (0%)
Value$543.1K (+$23.9K)
Filed 2026-10-16
Tompkins Financial Corp
INCREASED
Shares6,025 from 4,608
Change+1,417 (+31%)
Value$542.9K (+$146.0K)
Filed 2026-10-05
ARK & TLK Investments, LLC
DECREASED
Shares6,010 from 6,391
Change-381 (-6%)
Value$541.5K (-$9.0K)
Filed 2026-10-20
GFG Capital, LLC
DECREASED
Shares6,004 from 6,294
Change-290 (-5%)
Value$541.0K (-$1.1K)
Filed 2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED
Shares5,998 from 5,997
Change+1 (+0%)
Value$540.5K (+$23.9K)
Filed 2026-11-05
Onyx Financial Advisors, LLC
NEW
Shares5,968
Change+5,968
Value$537.8K
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares5,964 from 5,958
Change+6 (+0%)
Value$537.5K (+$24.2K)
Filed 2026-10-22
J.M. Arbour, LLC
DECREASED
Shares5,947 from 6,327
Change-380 (-6%)
Value$535.9K (-$9.1K)
Filed 2026-11-05
Lyell Wealth Management, LP
DECREASED
Shares5,927 from 6,306
Change-379 (-6%)
Value$534.0K (-$9.2K)
Filed 2026-10-30
WealthBridge Capital Management, LLC
INCREASED
Shares5,917 from 5,897
Change+20 (+0%)
Value$533.2K (+$25.2K)
Filed 2026-10-16
tru Independence LLC
INCREASED
Shares5,895 from 5,891
Change+4 (+0%)
Value$531.2K (+$23.7K)
Filed 2026-10-20
Berman McAleer LLC
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$529.8K (+$23.3K)
Filed 2026-10-16
Selective Wealth Management, Inc.
UNCHANGED
Shares5,869 from 5,869
Change0 (0%)
Value$526.9K (+$26.5K)
Filed 2026-10-16
Rockland Trust Co
INCREASED
Shares5,847 from 5,446
Change+401 (+7%)
Value$526.9K (+$57.8K)
Filed 2026-10-05
Weitzel Financial Services, Inc.
INCREASED
Shares5,828 from 5,808
Change+20 (+0%)
Value$531.3K (+$36.0K)
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares5,822 from 5,822
Change0 (0%)
Value$524.6K (+$23.1K)
Filed 2026-10-23
Townsend Asset Management Corp
DECREASED
Shares5,821 from 5,843
Change-22 (0%)
Value$524.5K (+$21.2K)
Filed 2026-10-29
Breachway Investments LLC
DECREASED
Shares5,820 from 8,725
Change-2,905 (-33%)
Value$524.4K (-$227.2K)
Filed 2026-10-19
Braun-Bostich & Associates Inc.
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$523.9K (+$23.1K)
Filed 2026-10-20
Penobscot Wealth Management
INCREASED
Shares5,796 from 5,793
Change+3 (+0%)
Value$522.3K (+$23.3K)
Filed 2026-10-21
Haven Private, LLC
DECREASED
Shares5,774 from 5,924
Change-150 (-3%)
Value$520.3K (+$10.0K)
Filed 2026-10-27
Creekside Partners
INCREASED
Shares5,762 from 5,759
Change+3 (+0%)
Value$519.2K (+$23.1K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
NEW
Shares5,755
Change+5,755
Value$518.6K
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares5,740 from 6,496
Change-756 (-12%)
Value$517.2K (-$42.3K)
Filed 2026-10-16
TopTier Wealth Management, LLC
UNCHANGED
Shares5,705 from 5,705
Change0 (0%)
Value$514.1K (+$22.7K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares5,701 from 6,562
Change-861 (-13%)
Value$513.7K (-$51.6K)
Filed 2026-10-26
Plan Group Financial, LLC
INCREASED
Shares5,700 from 2,910
Change+2,790 (+96%)
Value$505.4K (+$254.8K)
Filed 2026-10-22
Pacific Sage Partners, LLC
UNCHANGED
Shares5,694 from 5,694
Change0 (0%)
Value$513.1K (+$22.6K)
Filed 2026-10-21
XML Financial, LLC
DECREASED
Shares5,669 from 5,705
Change-36 (-1%)
Value$510.8K (+$19.4K)
Filed 2026-10-29
KRM Wealth Management L.L.C.
INCREASED
Shares5,663 from 5,660
Change+3 (+0%)
Value$510.3K (+$22.7K)
Filed 2026-11-02
Define Financial, LLC
INCREASED
Shares5,661 from 5,655
Change+6 (+0%)
Value$510.1K (+$23.0K)
Filed 2026-10-14
Maple Capital Management, Inc.
INCREASED
Shares5,660 from 5,443
Change+217 (+4%)
Value$510.0K (+$41.2K)
Filed 2026-11-02
Well Done, LLC
INCREASED
Shares5,648 from 4,693
Change+955 (+20%)
Value$508.9K (+$104.7K)
Filed 2026-10-20
SYM Financial Corp
UNCHANGED
Shares5,644 from 5,644
Change0 (0%)
Value$508.6K (+$22.4K)
Filed 2026-10-26
KFG Wealth Management, LLC
INCREASED
Shares5,637 from 3,973
Change+1,664 (+42%)
Value$507.9K (+$165.7K)
Filed 2026-10-16
BOS Asset Management, LLC
DECREASED
Shares5,633 from 11,670
Change-6,037 (-52%)
Value$507.6K (-$497.7K)
Filed 2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED
Shares5,623 from 5,623
Change0 (0%)
Value$506.7K (+$22.3K)
Filed 2026-10-14
Matisse Capital
INCREASED
Shares5,604 from 4,482
Change+1,122 (+25%)
Value$505.0K (+$118.9K)
Filed 2026-10-29
Clear Harbor Asset Management, LLC
UNCHANGED
Shares5,597 from 5,597
Change0 (0%)
Value$504.3K (+$22.2K)
Filed 2026-11-05
Beacon Financial Strategies Corp
INCREASED
Shares5,578 from 4,180
Change+1,398 (+33%)
Value$502.6K (+$142.6K)
Filed 2026-10-14
Sara-Bay Financial
NEW
Shares5,571
Change+5,571
Value$502.0K
Filed 2026-10-21
Hobart Private Capital, LLC
UNCHANGED
Shares5,563 from 5,563
Change0 (0%)
Value$501.3K (+$22.1K)
Filed 2026-10-19
Stenger Family Office, LLC
INCREASED
Shares5,556 from 3,690
Change+1,866 (+51%)
Value$509.8K (+$191.9K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
DECREASED
Shares5,556 from 5,576
Change-20 (0%)
Value$500.6K (+$20.3K)
Filed 2026-10-23
Elevation Wealth Management LLC
DECREASED
Shares5,504 from 5,534
Change-30 (-1%)
Value$496.0K (+$19.3K)
Filed 2026-11-02
Mystic Asset Management, Inc.
UNCHANGED
Shares5,484 from 5,484
Change0 (0%)
Value$494.2K (+$21.8K)
Filed 2026-10-15
Princeton Capital Management LLC
INCREASED
Shares5,462 from 5,169
Change+293 (+6%)
Value$492.2K (+$47.0K)
Filed 2026-10-27
Independence Wealth Advisors, LLC
DECREASED
Shares5,460 from 5,468
Change-8 (0%)
Value$492.0K (+$21.0K)
Filed 2026-10-29
High Point Wealth Management, LLC
UNCHANGED
Shares5,433 from 5,433
Change0 (0%)
Value$489.6K (+$21.6K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED
Shares5,402 from 6,458
Change-1,056 (-16%)
Value$486.8K (-$69.5K)
Filed 2026-10-09
Camelot Technology Advisors, Inc.
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$486.6K (+$21.4K)
Filed 2026-10-09
Appleton Partners Inc
UNCHANGED
Shares5,394 from 5,394
Change0 (0%)
Value$486 (-$464.5K)
Filed 2026-10-30
Virtue Capital Management, LLC
DECREASED
Shares5,377 from 5,674
Change-297 (-5%)
Value$484.6K (-$4.2K)
Filed 2026-10-29
Kelly Financial Services LLC
DECREASED
Shares5,376 from 5,391
Change-15 (0%)
Value$484.4K (+$20.0K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
INCREASED
Shares5,357 from 5,342
Change+15 (+0%)
Value$482.7K (+$22.6K)
Filed 2026-11-04
Abacus Planning Group, Inc.
INCREASED
Shares5,347 from 3,245
Change+2,102 (+65%)
Value$481.8K (+$202.3K)
Filed 2026-11-02
LVZ, Inc.
INCREASED
Shares5,346 from 5,274
Change+72 (+1%)
Value$481.7K (+$27.4K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares5,330 from 5,327
Change+3 (+0%)
Value$488.4K (+$29.6K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
INCREASED
Shares5,321 from 5,058
Change+263 (+5%)
Value$479.5K (+$43.8K)
Filed 2026-11-03
Fortress Financial Group, LLC
DECREASED
Shares5,317 from 5,413
Change-96 (-2%)
Value$479.1K (+$12.8K)
Filed 2026-10-21
Wells Financial Advisors Inc
UNCHANGED
Shares5,292 from 5,292
Change0 (0%)
Value$476.9K (+$21.0K)
Filed 2026-11-02
Cresta Advisors, Ltd.
UNCHANGED
Shares5,292 from 5,292
Change0 (0%)
Value$476.9K (+$21.0K)
Filed 2026-10-14
Davidson Investment Advisors
NEW
Shares5,288
Change+5,288
Value$476.5K
Filed 2026-10-20
Smith Thornton Advisors LLC
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$476.3K (+$20.9K)
Filed 2026-10-16
Park Capital Management, LLC / WI
INCREASED
Shares5,281 from 4,911
Change+370 (+8%)
Value$475.9K (+$52.9K)
Filed 2026-10-13
6th Street Advisors, LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$475.8K (+$21.0K)
Filed 2026-10-14
Adkins Seale Capital Management LLC
DECREASED
Shares5,271 from 5,558
Change-287 (-5%)
Value$475.0K (-$3.8K)
Filed 2026-10-27
Secure Asset Management, LLC
INCREASED
Shares5,263 from 5,262
Change+1 (+0%)
Value$474.2K (+$21.0K)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares5,254 from 5,335
Change-81 (-2%)
Value$473.4K (+$13.9K)
Filed 2026-11-05
Montecito Bank & Trust
UNCHANGED
Shares5,238 from 5,238
Change0 (0%)
Value$472.0K (+$20.8K)
Filed 2026-10-01
Stonebridge Financial Group, LLC
INCREASED
Shares5,234 from 5,122
Change+112 (+2%)
Value$471.7K (+$30.4K)
Filed 2026-10-01
Precedent Wealth Partners, LLC
DECREASED
Shares5,217 from 7,528
Change-2,311 (-31%)
Value$470.1K (-$178.3K)
Filed 2026-10-21
Great Point Wealth Advisors, LLC
UNCHANGED
Shares5,196 from 5,196
Change0 (0%)
Value$468.2K (+$20.6K)
Filed 2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED
Shares5,190 from 5,190
Change0 (0%)
Value$467.7K (+$20.6K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED
Shares5,168 from 3,192
Change+1,976 (+62%)
Value$465.7K (+$190.7K)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares5,159 from 4,444
Change+715 (+16%)
Value$464.8K (+$82.0K)
Filed 2026-11-02
Blackston Financial Advisory Group, LLC
INCREASED
Shares5,155 from 4,675
Change+480 (+10%)
Value$464.5K (+$61.9K)
Filed 2026-11-04
First City Capital Management, Inc.
INCREASED
Shares5,143 from 5,142
Change+1 (+0%)
Value$463.4K (+$20.5K)
Filed 2026-10-27
Forbes Financial Planning, Inc.
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$462.3K (+$20.4K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares5,116 from 5,113
Change+3 (+0%)
Value$461.0K (+$20.6K)
Filed 2026-11-04
Old North State Wealth Management, LLC
DECREASED
Shares5,114 from 5,128
Change-14 (0%)
Value$461.0K (+$19.1K)
Filed 2026-10-22
New Hampshire Trust
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$459.6K (+$20.2K)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
DECREASED
Shares5,079 from 5,164
Change-85 (-2%)
Value$457.7K (+$12.8K)
Filed 2026-10-15
Gunderson Capital Management LLC
NEW
Shares5,074
Change+5,074
Value$457.2K
Filed 2026-10-15
Power Wealth Management LLC
INCREASED
Shares5,070 from 3,636
Change+1,434 (+39%)
Value$456.9K (+$143.7K)
Filed 2026-10-27
Capital Advantage, Inc.
DECREASED
Shares5,067 from 12,514
Change-7,447 (-60%)
Value$456.6K (-$621.4K)
Filed 2026-10-14
Pullen Investment Management, LLC
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$455.2K (+$20.1K)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares5,043 from 6,660
Change-1,617 (-24%)
Value$454.4K (-$119.3K)
Filed 2026-10-30
Burkett Financial Services, LLC
DECREASED
Shares5,020 from 5,977
Change-957 (-16%)
Value$452.4K (-$62.5K)
Filed 2026-10-01
Briaud Financial Planning Inc
DECREASED
Shares4,998 from 6,324
Change-1,326 (-21%)
Value$450.4K (-$94.4K)
Filed 2026-10-20
Ledyard National Bank
DECREASED
Shares4,992 from 5,352
Change-360 (-7%)
Value$449.8K (-$11.2K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
DECREASED
Shares4,977 from 5,126
Change-149 (-3%)
Value$448.5K (+$6.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,971 from 1,704
Change+3,267 (+192%)
Value$447.9K (+$301.2K)
Filed 2026-10-29
Sentinel Trust Co LBA
UNCHANGED
Shares4,968 from 4,968
Change0 (0%)
Value$448 (+$20)
Filed 2026-11-03
LVM Capital Management LTD
INCREASED
Shares4,958 from 4,908
Change+50 (+1%)
Value$446.8K (+$446.3K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
NEW
Shares4,955
Change+4,955
Value$446.5K
Filed 2026-10-28
Wilkerson Advisory Group LLC
DECREASED
Shares4,950 from 5,130
Change-180 (-4%)
Value$446.0K (+$4.1K)
Filed 2026-10-20
Moran Wealth Management, LLC
NEW
Shares4,929
Change+4,929
Value$444.2K
Filed 2026-10-22
Able Financial Group, LLC
INCREASED
Shares4,926 from 3,300
Change+1,626 (+49%)
Value$443.9K (+$159.6K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares4,913 from 2,324
Change+2,589 (+111%)
Value$442.7K (+$242.5K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares4,909 from 7,570
Change-2,661 (-35%)
Value$442.4K (-$209.8K)
Filed 2026-11-02
Bank of Stockton
DECREASED
Shares4,880 from 4,920
Change-40 (-1%)
Value$439.7K (+$15.9K)
Filed 2026-10-20
TrueWealth Advisors, LLC
DECREASED
Shares4,877 from 4,915
Change-38 (-1%)
Value$439.5K (+$16.1K)
Filed 2026-10-09
Northland Securities, Inc.
INCREASED
Shares4,872 from 4,860
Change+12 (+0%)
Value$439.0K (+$20.4K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
DECREASED
Shares4,868 from 4,981
Change-113 (-2%)
Value$438.7K (+$9.6K)
Filed 2026-10-15
Laurel Wealth Planning LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$438.5K (+$19.3K)
Filed 2026-11-02
Morton Capital Management LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$438.5K (+$19.3K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$436.9K (+$19.2K)
Filed 2026-10-16
Lmcg Investments, LLC
INCREASED
Shares4,842 from 4,507
Change+335 (+7%)
Value$436.3K (+$48.1K)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
INCREASED
Shares4,836 from 4,773
Change+63 (+1%)
Value$435.8K (+$24.7K)
Filed 2026-10-20
American State Bank (Iowa)
DECREASED
Shares4,824 from 5,388
Change-564 (-10%)
Value$434.7K (-$29.4K)
Filed 2026-11-03
Stonekeep Investments, LLC
UNCHANGED
Shares4,824 from 4,824
Change0 (0%)
Value$434.7K (+$434.3K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares4,822 from 2,880
Change+1,942 (+67%)
Value$434.5K (+$181.8K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
INCREASED
Shares4,816 from 4,815
Change+1 (+0%)
Value$434.0K (+$19.3K)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
INCREASED
Shares4,814 from 4,813
Change+1 (+0%)
Value$433.8K (+$19.1K)
Filed 2026-10-27
Dynamic Financial Group
UNCHANGED
Shares4,811 from 4,811
Change0 (0%)
Value$433.6K (+$19.1K)
Filed 2026-10-28
Global Wealth Management, LLC
INCREASED
Shares4,779 from 4,775
Change+4 (+0%)
Value$430.6K (+$19.3K)
Filed 2026-10-15
Iron Financial LLC
UNCHANGED
Shares4,779 from 4,779
Change0 (0%)
Value$430.6K (+$19.0K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares4,774 from 4,770
Change+4 (+0%)
Value$430.2K (+$19.3K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,769 from 4,769
Change0 (0%)
Value$410.8K ($0)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
INCREASED
Shares4,757 from 4,055
Change+702 (+17%)
Value$428.7K (+$79.3K)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares4,754 from 4,904
Change-150 (-3%)
Value$428.4K (+$6.0K)
Filed 2026-10-09
Landmark Wealth Management, Inc.
DECREASED
Shares4,707 from 6,204
Change-1,497 (-24%)
Value$424.1K (-$110.3K)
Filed 2026-11-04
GEN Financial Management, Inc.
NEW
Shares4,694
Change+4,694
Value$423.0K
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares4,689 from 5,108
Change-419 (-8%)
Value$422.5K (-$17.4K)
Filed 2026-10-09
Dala Group, LLC
NEW
Shares4,685
Change+4,685
Value$422.1K
Filed 2026-10-29
West Paces Advisors Inc.
DECREASED
Shares4,680 from 5,680
Change-1,000 (-18%)
Value$421.7K (-$67.6K)
Filed 2026-10-13
Colony Family Offices, LLC
DECREASED
Shares4,669 from 4,812
Change-143 (-3%)
Value$420.7K (+$6.2K)
Filed 2026-10-22
Clear Retirement Advice LLC
DECREASED
Shares4,660 from 4,759
Change-99 (-2%)
Value$419.9K (+$10.0K)
Filed 2026-10-22
West Wealth Group, LLC
INCREASED
Shares4,652 from 2,684
Change+1,968 (+73%)
Value$419.2K (+$187.9K)
Filed 2026-10-14
SBK Financial, Inc.
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$419.0K (+$18.5K)
Filed 2026-11-02
Fairman Group, LLC
INCREASED
Shares4,648 from 4,643
Change+5 (+0%)
Value$418.8K (+$18.9K)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares4,641 from 4,428
Change+213 (+5%)
Value$418.2K (+$36.8K)
Filed 2026-10-21
Integrity Investment Advisors, LLC
INCREASED
Shares4,640 from 4,638
Change+2 (+0%)
Value$418.1K (+$18.6K)
Filed 2026-11-03
Anson Capital, Inc.
DECREASED
Shares4,625 from 4,675
Change-50 (-1%)
Value$416.8K (+$14.1K)
Filed 2026-10-23
Corepath Wealth Partners LLC
DECREASED
Shares4,578 from 5,112
Change-534 (-10%)
Value$423.1K (-$16.5K)
Filed 2026-10-21
Gateway Investment Advisers LLC
UNCHANGED
Shares4,577 from 4,577
Change0 (0%)
Value$412.4K (+$18.2K)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares4,554 from 4,603
Change-49 (-1%)
Value$410.3K (+$13.8K)
Filed 2026-10-15
Burns J W & Co Inc
UNCHANGED
Shares4,542 from 4,542
Change0 (0%)
Value$409.3K (+$18.0K)
Filed 2026-10-20
Waycross Investment Management Co
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$408.7K (+$18.0K)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED
Shares4,518 from 4,494
Change+24 (+1%)
Value$407.1K (+$20.0K)
Filed 2026-10-19
International Private Wealth Advisors LLC
INCREASED
Shares4,509 from 2,661
Change+1,848 (+69%)
Value$406.3K (+$177.1K)
Filed 2026-11-05
Wagner Wealth Management, LLC
DECREASED
Shares4,488 from 7,967
Change-3,479 (-44%)
Value$404.4K (-$281.9K)
Filed 2026-10-21
Bdfs Capital LLC
INCREASED
Shares4,478 from 4,353
Change+125 (+3%)
Value$403.5K (+$28.5K)
Filed 2026-10-14
Clear Wave Wealth Management LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$403.4K (+$17.8K)
Filed 2026-11-04
Midwest Financial Network, LLC
INCREASED
Shares4,474 from 3,250
Change+1,224 (+38%)
Value$403.1K (+$123.1K)
Filed 2026-10-13
Texas Bank & Trust Co
UNCHANGED
Shares4,470 from 4,470
Change0 (0%)
Value$402.8K (+$17.7K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
DECREASED
Shares4,467 from 4,532
Change-65 (-1%)
Value$402.5K (+$12.2K)
Filed 2026-10-14
CMG Global Holdings, LLC
DECREASED
Shares4,461 from 6,690
Change-2,229 (-33%)
Value$402.0K (-$174.3K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,446 from 6,245
Change-1,799 (-29%)
Value$400.7K (-$137.3K)
Filed 2026-10-16
Aegon USA Investment Management, LLC
UNCHANGED
Shares4,442 from 4,442
Change0 (0%)
Value$400.3K (+$17.6K)
Filed 2026-10-30
Columbia Bank
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$400.1K (+$17.6K)
Filed 2026-10-29
Schulz Wealth, Ltd.
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$395.8K (+$17.4K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
DECREASED
Shares4,377 from 4,699
Change-322 (-7%)
Value$394.3K (-$10.5K)
Filed 2026-11-03
Towercrest Capital Management
UNCHANGED
Shares4,347 from 4,347
Change0 (0%)
Value$391.7K (+$17.3K)
Filed 2026-10-23
LBJ Family Wealth Advisors, Ltd.
UNCHANGED
Shares4,323 from 4,323
Change0 (0%)
Value$390 (+$23)
Filed 2026-10-01
Smith Chas P & Associates PA Cpas
INCREASED
Shares4,321 from 4,146
Change+175 (+4%)
Value$379.9K (+$22.8K)
Filed 2026-10-22
James J. Burns & Company, LLC
DECREASED
Shares4,320 from 4,358
Change-38 (-1%)
Value$389.3K (+$13.9K)
Filed 2026-10-22
Tarbox Family Office, Inc.
DECREASED
Shares4,312 from 5,232
Change-920 (-18%)
Value$388.6K (-$62.1K)
Filed 2026-10-23
Atticus Wealth Management, LLC
UNCHANGED
Shares4,298 from 4,298
Change0 (0%)
Value$387.3K (+$17.1K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$386.0K (+$17.0K)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares4,277 from 4,277
Change0 (0%)
Value$385.4K (+$17.0K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares4,273 from 4,270
Change+3 (+0%)
Value$385.0K (+$17.2K)
Filed 2026-10-15
Wealth Management Nebraska
INCREASED
Shares4,255 from 3,765
Change+490 (+13%)
Value$383.5K (+$59.1K)
Filed 2026-10-26
City Center Advisors, LLC
INCREASED
Shares4,255 from 4,254
Change+1 (+0%)
Value$383.4K (+$16.9K)
Filed 2026-10-08
Private Wealth Management Group, LLC
INCREASED
Shares4,254 from 3,366
Change+888 (+26%)
Value$383.3K (+$93.4K)
Filed 2026-10-19
Sun Group Wealth Partners
INCREASED
Shares4,240 from 4,239
Change+1 (+0%)
Value$382.1K (+$16.9K)
Filed 2026-10-26
Aviance Capital Partners, LLC
DECREASED
Shares4,230 from 4,260
Change-30 (-1%)
Value$381.2K (+$14.2K)
Filed 2026-10-29
Shore Point Advisors, LLC
INCREASED
Shares4,224 from 3,964
Change+260 (+7%)
Value$380.7K (+$39.2K)
Filed 2026-10-14
MKD Wealth Coaches, LLC
UNCHANGED
Shares4,224 from 4,224
Change0 (0%)
Value$380.6K (+$16.8K)
Filed 2026-10-09
True Link Financial Advisors, LLC
NEW
Shares4,222
Change+4,222
Value$380.4K
Filed 2026-10-27
StoneCrest Wealth Management, Inc.
DECREASED
Shares4,220 from 4,521
Change-301 (-7%)
Value$380.3K (-$9.2K)
Filed 2026-11-03
Joel Adams & Associates, Inc.
NEW
Shares4,195
Change+4,195
Value$378.0K
Filed 2026-11-02
Accelerate Investment Advisors LLC
INCREASED
Shares4,193 from 3,970
Change+223 (+6%)
Value$377.9K (+$35.9K)
Filed 2026-11-02
Rebalance, LLC
INCREASED
Shares4,192 from 4,107
Change+85 (+2%)
Value$377.7K (+$24.0K)
Filed 2026-10-22
Vaughan David Investments LLC
UNCHANGED
Shares4,188 from 4,188
Change0 (0%)
Value$377 (-$360.6K)
Filed 2026-11-05
Independent Wealth Advisors LLC
DECREASED
Shares4,169 from 4,470
Change-301 (-7%)
Value$375.7K (-$9.3K)
Filed 2026-10-27
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares4,158 from 4,158
Change0 (0%)
Value$374.7K (+$16.5K)
Filed 2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED
Shares4,152 from 4,176
Change-24 (-1%)
Value$374.1K (+$14.4K)
Filed 2026-10-20
Patten Group, Inc.
DECREASED
Shares4,124 from 4,149
Change-25 (-1%)
Value$371.6K (+$14.2K)
Filed 2026-10-26
Evansbrook LLC
INCREASED
Shares4,108 from 2,724
Change+1,384 (+51%)
Value$370.1K (+$135.5K)
Filed 2026-10-16
MPS Loria Financial Planners, LLC
DECREASED
Shares4,106 from 4,220
Change-114 (-3%)
Value$370.0K (+$6.5K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares4,099 from 4,278
Change-179 (-4%)
Value$369.4K (+$854)
Filed 2026-10-19
Monument Group Wealth Advisors, LLC
INCREASED
Shares4,090 from 3,423
Change+667 (+19%)
Value$368.5K (+$92.7K)
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares4,061 from 3,996
Change+65 (+2%)
Value$365.9K (+$21.7K)
Filed 2026-11-03
My Personal CFO, LLC
UNCHANGED
Shares4,049 from 4,049
Change0 (0%)
Value$364.8K (+$16.1K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
NEW
Shares4,044
Change+4,044
Value$364.4K
Filed 2026-10-09
Elmwood Wealth Management, Inc.
NEW
Shares4,044
Change+4,044
Value$364.4K
Filed 2026-10-14
BankChampaign, National Association
DECREASED
Shares4,044 from 4,045
Change-1 (0%)
Value$364.4K (+$16.0K)
Filed 2026-10-19
Seven Mile Advisory
INCREASED
Shares4,039 from 4,038
Change+1 (+0%)
Value$364.0K (+$16.2K)
Filed 2026-10-22
Members Wealth LLC
UNCHANGED
Shares4,036 from 4,036
Change0 (0%)
Value$373.0K (+$25.4K)
Filed 2026-10-20
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares4,025 from 4,025
Change0 (0%)
Value$362.7K (+$16.0K)
Filed 2026-10-08
UMB Private Wealth Management, LLC
NEW
Shares4,014
Change+4,014
Value$361.7K
Filed 2026-10-19
Home Federal Bank of Tennessee
DECREASED
Shares4,014 from 4,242
Change-228 (-5%)
Value$361.7K (-$3.7K)
Filed 2026-10-15
Gilman Hill Asset Management, LLC
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$361.7K (+$15.9K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$360.9K (+$12.5K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
NEW
Shares3,990
Change+3,990
Value$359.5K
Filed 2026-10-14
Integrated Capital Management, LLC
DECREASED
Shares3,985 from 3,999
Change-14 (0%)
Value$359.1K (+$14.6K)
Filed 2026-10-23
PTM Wealth Management, LLC
DECREASED
Shares3,981 from 4,442
Change-461 (-10%)
Value$368.8K (-$2.0K)
Filed 2026-10-23
First Interstate Bank
DECREASED
Shares3,972 from 4,056
Change-84 (-2%)
Value$357.9K (+$8.5K)
Filed 2026-10-23
Gen-Wealth Partners Inc
INCREASED
Shares3,967 from 3,939
Change+28 (+1%)
Value$357.5K (+$18.1K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$357.4K (+$15.7K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
INCREASED
Shares3,959 from 3,855
Change+104 (+3%)
Value$356.8K (+$24.7K)
Filed 2026-10-29
St. Clair Advisors, LLC
DECREASED
Shares3,958 from 4,342
Change-384 (-9%)
Value$356.7K (-$17.4K)
Filed 2026-10-13
Essex Bank
DECREASED
Shares3,957 from 4,138
Change-181 (-4%)
Value$356.6K (+$117)
Filed 2026-10-16
Sather Financial Group Inc
UNCHANGED
Shares3,918 from 3,918
Change0 (0%)
Value$353.1K (+$15.6K)
Filed 2026-10-30
Veracity Capital LLC
UNCHANGED
Shares3,912 from 3,912
Change0 (0%)
Value$352.5K (+$15.5K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED
Shares3,899 from 3,390
Change+509 (+15%)
Value$351.3K (+$59.3K)
Filed 2026-10-30
BAM Wealth Management, LLC
NEW
Shares3,892
Change+3,892
Value$350.7K
Filed 2026-10-15
Squire Investment Management Company, LLC
DECREASED
Shares3,888 from 7,728
Change-3,840 (-50%)
Value$350.3K (-$315.3K)
Filed 2026-11-03
Columbus Macro, LLC
NEW
Shares3,881
Change+3,881
Value$349.7K
Filed 2026-10-14
Family Investment Center, Inc.
INCREASED
Shares3,860 from 2,433
Change+1,427 (+59%)
Value$347.9K (+$138.2K)
Filed 2026-10-19
Straight Path Wealth Management
DECREASED
Shares3,858 from 3,924
Change-66 (-2%)
Value$347.6K (+$9.6K)
Filed 2026-10-23
Ignite Planners, LLC
DECREASED
Shares3,850 from 4,101
Change-251 (-6%)
Value$347.5K (-$5.7K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED
Shares3,830 from 4,020
Change-190 (-5%)
Value$345.2K (-$1.1K)
Filed 2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$344.5K (+$15.2K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares3,816 from 2,556
Change+1,260 (+49%)
Value$343.9K (+$123.7K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
INCREASED
Shares3,814 from 3,672
Change+142 (+4%)
Value$343.7K (+$27.4K)
Filed 2026-10-27
Aegis Wealth Management, Inc.
INCREASED
Shares3,812 from 2,924
Change+888 (+30%)
Value$343.5K (+$91.6K)
Filed 2026-10-26
Guidance Point Advisors, LLC
INCREASED
Shares3,812 from 3,808
Change+4 (+0%)
Value$343.6K (+$15.5K)
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares3,789 from 3,846
Change-57 (-1%)
Value$350.2K (+$18.9K)
Filed 2026-10-20
King Luther Capital Management Corp
INCREASED
Shares3,777 from 3,768
Change+9 (+0%)
Value$340.3K (+$15.8K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares3,775 from 2,982
Change+793 (+27%)
Value$347.2K (+$89.5K)
Filed 2026-10-28
Capital City Trust Co
DECREASED
Shares3,774 from 4,146
Change-372 (-9%)
Value$340.1K (-$17.1K)
Filed 2026-10-22
Gibson Capital, LLC
NEW
Shares3,771
Change+3,771
Value$339.8K
Filed 2026-10-23
Silver Lake Advisory, LLC
INCREASED
Shares3,742 from 3,739
Change+3 (+0%)
Value$337.2K (+$15.2K)
Filed 2026-10-22
River Street Advisors LLC
NEW
Shares3,737
Change+3,737
Value$336.7K
Filed 2026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED
Shares3,733 from 3,733
Change0 (0%)
Value$336.4K (+$14.8K)
Filed 2026-10-21
Fagan Associates, Inc.
UNCHANGED
Shares3,732 from 3,732
Change0 (0%)
Value$336.3K (+$14.8K)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares3,726 from 3,726
Change0 (0%)
Value$335.8K (+$14.8K)
Filed 2026-10-26
Landaas & Co
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$333.6K (+$14.7K)
Filed 2026-10-29
Commerce Advisors, LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$331.9K (+$14.6K)
Filed 2026-10-19
Worth Asset Management, LLC
DECREASED
Shares3,666 from 55,276
Change-51,610 (-93%)
Value$330.3K (-$4.4M)
Filed 2026-10-07
Heritage Investment Group, Inc.
DECREASED
Shares3,655 from 4,656
Change-1,001 (-21%)
Value$329.4K (-$71.7K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
UNCHANGED
Shares3,654 from 3,654
Change0 (0%)
Value$329.3K (+$14.5K)
Filed 2026-11-05
Smith Asset Management Co., LLC
NEW
Shares3,650
Change+3,650
Value$328.9K
Filed 2026-10-16
Evergreen Advisors, LLC
INCREASED
Shares3,649 from 3,010
Change+639 (+21%)
Value$328.8K (+$69.5K)
Filed 2026-10-28
Gallacher Capital Management LLC
DECREASED
Shares3,648 from 5,442
Change-1,794 (-33%)
Value$328.7K (-$140.1K)
Filed 2026-10-30
Phoenix Wealth Advisors
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$328.7K (+$14.5K)
Filed 2026-11-03
RFG Holdings, Inc.
DECREASED
Shares3,644 from 3,722
Change-78 (-2%)
Value$328.4K (+$7.7K)
Filed 2026-10-30
Penney Financial, LLC
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$328.2K (+$14.5K)
Filed 2026-10-20
TruNorth Capital Management, LLC
INCREASED
Shares3,631 from 3,276
Change+355 (+11%)
Value$327.2K (+$45.0K)
Filed 2026-10-14
Pacifica Partners Inc.
DECREASED
Shares3,609 from 3,703
Change-94 (-3%)
Value$325.6K (+$9.0K)
Filed 2026-10-09
Austin Asset Management Co Inc
INCREASED
Shares3,605 from 3,075
Change+530 (+17%)
Value$324.8K (+$60.0K)
Filed 2026-10-29
Polaris Investment Advisors, LLC
DECREASED
Shares3,603 from 3,604
Change-1 (0%)
Value$324.6K (+$14.2K)
Filed 2026-10-20
One Wealth Capital Management, LLC
DECREASED
Shares3,600 from 6,240
Change-2,640 (-42%)
Value$324.4K (-$213.1K)
Filed 2026-10-23
Seek First Inc.
DECREASED
Shares3,577 from 3,869
Change-292 (-8%)
Value$322.3K (-$11.0K)
Filed 2026-10-27
Eagle Wealth Advisors LLC
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$321.7K (+$14.2K)
Filed 2026-10-20
PMG Family Office LLC
INCREASED
Shares3,554 from 3,501
Change+53 (+2%)
Value$320.3K (+$18.7K)
Filed 2026-10-19
Bauman Advisory Group, LLC
INCREASED
Shares3,549 from 2,978
Change+571 (+19%)
Value$319.8K (+$63.3K)
Filed 2026-10-29
Bangor Savings Bank
INCREASED
Shares3,540 from 2,160
Change+1,380 (+64%)
Value$319.0K (+$132.9K)
Filed 2026-10-06
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares3,528 from 3,528
Change0 (0%)
Value$317.9K (+$14.0K)
Filed 2026-10-14
Goelzer Investment Management, Inc.
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$316.7K (+$14.0K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
DECREASED
Shares3,514 from 3,886
Change-372 (-10%)
Value$316.6K (-$18.2K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
INCREASED
Shares3,513 from 3,432
Change+81 (+2%)
Value$316.6K (+$20.9K)
Filed 2026-10-19
Coyle Financial Counsel LLC
INCREASED
Shares3,511 from 3,510
Change+1 (+0%)
Value$316.4K (+$14.1K)
Filed 2026-10-28
Bensler, LLC
DECREASED
Shares3,510 from 3,856
Change-346 (-9%)
Value$316.3K (-$15.9K)
Filed 2026-11-05
Financial Symmetry Inc
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$316.3K (+$13.9K)
Filed 2026-10-06
Eastover Investment Advisors LLC
DECREASED
Shares3,500 from 3,950
Change-450 (-11%)
Value$315.4K (-$24.9K)
Filed 2026-10-05
Van Cleef Asset Management,Inc
UNCHANGED
Shares3,492 from 3,492
Change0 (0%)
Value$314.7K (+$13.9K)
Filed 2026-10-20
Oak Asset Management, LLC
INCREASED
Shares3,490 from 3,422
Change+68 (+2%)
Value$314.5K (+$19.7K)
Filed 2026-10-13
Oxler Private Wealth LLC
INCREASED
Shares3,480 from 3,477
Change+3 (+0%)
Value$313.6K (+$14.1K)
Filed 2026-10-21
Advisortrust Partners, LLC
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$313.6K (+$13.8K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares3,467 from 4,569
Change-1,102 (-24%)
Value$312.4K (-$81.1K)
Filed 2026-10-26
Paragon Advisors, LLC
INCREASED
Shares3,446 from 2,905
Change+541 (+19%)
Value$310.5K (+$60.2K)
Filed 2026-11-03
Lazari Capital Management, Inc.
DECREASED
Shares3,422 from 3,702
Change-280 (-8%)
Value$308.4K (-$10.5K)
Filed 2026-10-20
Kingsman Wealth Management, Inc.
NEW
Shares3,411
Change+3,411
Value$307.4K
Filed 2026-10-13
Balance Wealth Partners LLC
INCREASED
Shares3,411 from 3,117
Change+294 (+9%)
Value$307.4K (+$38.9K)
Filed 2026-10-27
Sonata Capital Group Inc
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$306.6K (+$13.5K)
Filed 2026-10-19
National Wealth Management Group, LLC
DECREASED
Shares3,394 from 3,480
Change-86 (-2%)
Value$305.8K (+$6.1K)
Filed 2026-10-26
QTR Family Wealth, LLC
INCREASED
Shares3,391 from 3,389
Change+2 (+0%)
Value$305.5K (+$13.6K)
Filed 2026-11-02
Global Wealth Strategies & Associates
INCREASED
Shares3,386 from 3,291
Change+95 (+3%)
Value$305.2K (+$21.6K)
Filed 2026-10-02
Cornerstone Planning, LLC
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$291.5K (+$1)
Filed 2026-10-27
Family Capital Management, Inc.
INCREASED
Shares3,381 from 3,378
Change+3 (+0%)
Value$304.6K (+$13.7K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
DECREASED
Shares3,378 from 3,890
Change-512 (-13%)
Value$304.4K (-$30.7K)
Filed 2026-10-14
Traveka Wealth, LLC
DECREASED
Shares3,371 from 3,702
Change-331 (-9%)
Value$303.7K (-$15.2K)
Filed 2026-10-19
Echo45 Advisors LLC
NEW
Shares3,365
Change+3,365
Value$303.2K
Filed 2026-10-07
Cahaba Wealth Management, Inc.
DECREASED
Shares3,361 from 3,515
Change-154 (-4%)
Value$302.8K (+$41)
Filed 2026-10-26
Amarillo National Bank
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$300.6K (+$13.2K)
Filed 2026-10-23
Lakewood Asset Management LLC
NEW
Shares3,327
Change+3,327
Value$299.8K
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares3,308
Change+3,308
Value$301
Filed 2026-10-02
Integris Wealth Management, LLC
DECREASED
Shares3,304 from 3,698
Change-394 (-11%)
Value$297.7K (-$20.8K)
Filed 2026-10-14
Encompass More Asset Management
DECREASED
Shares3,302 from 3,303
Change-1 (0%)
Value$297.6K (+$13.0K)
Filed 2026-10-16
Morangie Management LLC
INCREASED
Shares3,301 from 3,300
Change+1 (+0%)
Value$297.4K (+$13.1K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares3,299 from 3,716
Change-417 (-11%)
Value$297.3K (-$22.8K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares3,297 from 3,294
Change+3 (+0%)
Value$297.1K (+$13.4K)
Filed 2026-10-22
David J Yvars Group
INCREASED
Shares3,283 from 3,282
Change+1 (+0%)
Value$295.8K (+$13.1K)
Filed 2026-10-09
Corundum Group, Inc.
UNCHANGED
Shares3,282 from 3,282
Change0 (0%)
Value$295.7K (+$13.0K)
Filed 2026-10-28
Asset Allocation Strategies LLC
DECREASED
Shares3,263 from 3,271
Change-8 (0%)
Value$294.1K (+$12.3K)
Filed 2026-10-20
Wellment Financial
INCREASED
Shares3,255 from 2,658
Change+597 (+22%)
Value$293.3K (+$64.3K)
Filed 2026-10-28
Riverbridge Partners LLC
DECREASED
Shares3,247 from 6,349
Change-3,102 (-49%)
Value$292.5K (-$254.4K)
Filed 2026-11-05
Mlp3, LLC
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$292.0K (+$12.9K)
Filed 2026-10-22
ARS Investment Partners, LLC
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$291.6K (+$12.8K)
Filed 2026-11-05
Old Second National Bank of Aurora
INCREASED
Shares3,229 from 221
Change+3,008 (+1361%)
Value$291.0K (+$271.9K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$290.9K (+$12.8K)
Filed 2026-10-23
Mokosak Advisory Group, LLC
INCREASED
Shares3,222 from 2,458
Change+764 (+31%)
Value$290.4K (+$78.6K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Old Port Advisors
INCREASED
Shares3,210 from 3,053
Change+157 (+5%)
Value$289.3K (+$26.3K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares3,201 from 3,112
Change+89 (+3%)
Value$288.5K (+$20.4K)
Filed 2026-11-03
Palatine Hill Wealth Management, LLC
DECREASED
Shares3,200 from 3,258
Change-58 (-2%)
Value$288.4K (+$7.7K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
DECREASED
Shares3,191 from 3,289
Change-98 (-3%)
Value$287.6K (+$4.3K)
Filed 2026-10-29
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$277.6K (+$3.3K)
Filed 2026-10-29
Stordahl Capital Management, Inc.
DECREASED
Shares3,161 from 3,276
Change-115 (-4%)
Value$284.8K (+$2.6K)
Filed 2026-10-22
Unified Investment Management
INCREASED
Shares3,150 from 3,000
Change+150 (+5%)
Value$283.8K (+$25.4K)
Filed 2026-10-14
Urban Wealth Management, LLC
DECREASED
Shares3,126 from 3,186
Change-60 (-2%)
Value$281.7K (+$7.2K)
Filed 2026-10-21
Soundwatch Capital LLC
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$285.0K (+$15.7K)
Filed 2026-11-04
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares3,121 from 3,696
Change-575 (-16%)
Value$281.2K (-$37.1K)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares3,102 from 3,102
Change0 (0%)
Value$279.5K (+$12.3K)
Filed 2026-10-27
Aerodigm Wealth, LLC
UNCHANGED
Shares3,096 from 3,096
Change0 (0%)
Value$279.0K (+$12.3K)
Filed 2026-10-16
Eiger Wealth Management, LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$277.9K (+$12.2K)
Filed 2026-11-03
MY Wealth Management Inc.
UNCHANGED
Shares3,082 from 3,082
Change0 (0%)
Value$277.7K (+$12.2K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
DECREASED
Shares3,077 from 3,126
Change-49 (-2%)
Value$277.3K (+$8.0K)
Filed 2026-10-09
Nottingham Advisors, Inc.
INCREASED
Shares3,076 from 3,074
Change+2 (+0%)
Value$277.5K (+$15.3K)
Filed 2026-10-29
Mengis Capital Management, Inc.
INCREASED
Shares3,071 from 3,069
Change+2 (+0%)
Value$276.8K (+$12.3K)
Filed 2026-10-13
Brooklyn FI, LLC
INCREASED
Shares3,055 from 2,562
Change+493 (+19%)
Value$263.2K (+$43.6K)
Filed 2026-11-05
Visionary Horizons, LLC
INCREASED
Shares3,055 from 3,054
Change+1 (+0%)
Value$275.4K (+$12.2K)
Filed 2026-10-22
New Harbor Financial Group, LLC
NEW
Shares3,049
Change+3,049
Value$274.8K
Filed 2026-10-22
MBA Advisors LLC
INCREASED
Shares3,040 from 2,556
Change+484 (+19%)
Value$273.9K (+$53.8K)
Filed 2026-10-29
Clarity Wealth Development LLC
UNCHANGED
Shares3,034 from 3,034
Change0 (0%)
Value$273.4K (+$12.0K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
INCREASED
Shares3,017 from 2,688
Change+329 (+12%)
Value$271.9K (+$40.3K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$271.4K (+$12.0K)
Filed 2026-10-09
Hibernia Wealth Partners, LLC
NEW
Shares3,006
Change+3,006
Value$270.9K
Filed 2026-10-29
Gutierrez Wealth Advisory, LLC
DECREASED
Shares3,005 from 3,867
Change-862 (-22%)
Value$270.8K (-$62.3K)
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares3,002 from 2,593
Change+409 (+16%)
Value$270.5K (+$47.2K)
Filed 2026-10-01
Fiduciary Family Office, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$270.3K (+$11.9K)
Filed 2026-11-04
M. Kraus & Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$270.3K (+$11.9K)
Filed 2026-10-20
Bell Investment Advisors, Inc
INCREASED
Shares2,988 from 2,926
Change+62 (+2%)
Value$269.3K (+$17.2K)
Filed 2026-10-29
Chartist Inc
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$268.7K (+$11.8K)
Filed 2026-11-04
Stephenson & Company, Inc.
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$268.7K (+$11.8K)
Filed 2026-10-30
CV Advisors LLC
UNCHANGED
Shares2,964 from 2,964
Change0 (0%)
Value$267.1K (+$11.8K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
DECREASED
Shares2,955 from 3,430
Change-475 (-14%)
Value$266.3K (-$29.2K)
Filed 2026-10-08
Wynn Capital, LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$266.0K (+$11.7K)
Filed 2026-10-13
Curated Wealth Partners LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$266.0K (+$11.7K)
Filed 2026-10-15
Fiduciary Advisors, Inc.
DECREASED
Shares2,951 from 3,045
Change-94 (-3%)
Value$265.9K (+$3.6K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
INCREASED
Shares2,941 from 2,940
Change+1 (+0%)
Value$265.0K (+$11.7K)
Filed 2026-10-09
Piedmont Capital Management, LLC
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$264.4K (+$11.6K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED
Shares2,919 from 2,944
Change-25 (-1%)
Value$263.0K (+$9.4K)
Filed 2026-10-21
Sensible Money, LLC
DECREASED
Shares2,916 from 4,203
Change-1,287 (-31%)
Value$262.8K (-$99.3K)
Filed 2026-10-20
Argyle Capital Partners, LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$262.2K (+$11.6K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED
Shares2,899 from 3,372
Change-473 (-14%)
Value$261.2K (-$29.3K)
Filed 2026-11-05
Iams Wealth Management, LLC
DECREASED
Shares2,893 from 2,967
Change-74 (-2%)
Value$260.8K (+$5.1K)
Filed 2026-10-15
Albion Financial Group
DECREASED
Shares2,893 from 2,931
Change-38 (-1%)
Value$260.7K (+$8.2K)
Filed 2026-10-21
Total Investment Management Inc
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$260.6K (+$14.2K)
Filed 2026-10-22
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$260.1K (+$11.5K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
NEW
Shares2,868
Change+2,868
Value$252.2K
Filed 2026-10-28
Ring Mountain Capital, LLC
INCREASED
Shares2,864 from 2,862
Change+2 (+0%)
Value$258.1K (+$11.5K)
Filed 2026-10-13
EdgeRock Capital LLC
INCREASED
Shares2,856 from 2,724
Change+132 (+5%)
Value$257.4K (+$22.7K)
Filed 2026-11-03
Peirce Capital Management, LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$257.4K (+$11.3K)
Filed 2026-10-19
Quantify Chaos Advisors, LLC
NEW
Shares2,850
Change+2,850
Value$256.8K
Filed 2026-11-04
SmartHarvest Portfolios, LLC
DECREASED
Shares2,850 from 5,016
Change-2,166 (-43%)
Value$256.8K (-$175.3K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
INCREASED
Shares2,845 from 144
Change+2,701 (+1876%)
Value$256.4K (+$244.0K)
Filed 2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED
Shares2,844 from 2,844
Change0 (0%)
Value$256.3K (+$11.3K)
Filed 2026-10-23
Town Capital LLC
INCREASED
Shares2,842 from 2,472
Change+370 (+15%)
Value$256.1K (+$43.2K)
Filed 2026-11-03
Stonehearth Capital Management, LLC
DECREASED
Shares2,818 from 2,826
Change-8 (0%)
Value$253.9K (+$10.5K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
DECREASED
Shares2,815 from 2,949
Change-134 (-5%)
Value$253.7K (-$363)
Filed 2026-10-15
Security National Bank
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$253.6K (+$11.2K)
Filed 2026-10-26
Arlington Trust Co LLC
DECREASED
Shares2,810 from 3,060
Change-250 (-8%)
Value$253.2K (-$10.4K)
Filed 2026-10-20
Altus Wealth Group LLC
NEW
Shares2,784
Change+2,784
Value$250.9K
Filed 2026-10-20
IMPACTfolio, LLC
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$250.9K (+$11.1K)
Filed 2026-10-28
Peoples Bank
NEW
Shares2,782
Change+2,782
Value$250.7K
Filed 2026-10-26
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,772 from 2,772
Change0 (0%)
Value$249.8K (+$11.0K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares2,763 from 2,745
Change+18 (+1%)
Value$249.0K (+$12.5K)
Filed 2026-10-22
ASL Financial, LLC
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$248.2K (+$10.9K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares2,733 from 2,664
Change+69 (+3%)
Value$246.3K (+$16.8K)
Filed 2026-10-27
Grand Central Investment Group
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$246.0K (+$10.8K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$246.0K (+$10.9K)
Filed 2026-10-09
Axim Planning & Wealth
DECREASED
Shares2,725 from 2,900
Change-175 (-6%)
Value$245.6K (-$4.2K)
Filed 2026-10-28
Northwest Financial Advisors
INCREASED
Shares2,712 from 2,710
Change+2 (+0%)
Value$244.4K (+$10.9K)
Filed 2026-10-27
Argyle Capital Management, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$244.4K (+$10.8K)
Filed 2026-10-28
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$244.4K (+$10.8K)
Filed 2026-11-05
RF&L Wealth Management, LLC
INCREASED
Shares2,710 from 2,670
Change+40 (+2%)
Value$244.2K (+$14.2K)
Filed 2026-10-20
Sierra Summit Advisors LLC
INCREASED
Shares2,707 from 2,704
Change+3 (+0%)
Value$243.9K (+$11.0K)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$243.6K (+$10.7K)
Filed 2026-10-14
Wealth Advisory Team LLC
INCREASED
Shares2,692 from 2,689
Change+3 (+0%)
Value$242.5K (+$10.9K)
Filed 2026-11-05
L.K. Benson & Company, P.C.
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$242.5K (+$10.7K)
Filed 2026-10-23
Advocate Investing Services LLC
INCREASED
Shares2,689 from 2,687
Change+2 (+0%)
Value$242.3K (+$10.8K)
Filed 2026-10-26
Citrine Capital LLC
UNCHANGED
Shares2,688 from 2,688
Change0 (0%)
Value$242.2K (+$10.7K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$241.7K (+$10.7K)
Filed 2026-10-29
Highland Financial Advisors, LLC
NEW
Shares2,678
Change+2,678
Value$241.3K
Filed 2026-10-19
Washington Trust Bank
INCREASED
Shares2,656 from 2,352
Change+304 (+13%)
Value$239.3K (+$36.7K)
Filed 2026-11-03
Great Waters Wealth Management
UNCHANGED
Shares2,652 from 2,652
Change0 (0%)
Value$239.0K (+$10.5K)
Filed 2026-10-07
Meridian Investment Counsel Inc.
DECREASED
Shares2,651 from 3,054
Change-403 (-13%)
Value$238.9K (-$24.2K)
Filed 2026-10-14
Doliver Advisors, LP
DECREASED
Shares2,650 from 2,706
Change-56 (-2%)
Value$238.8K (+$5.7K)
Filed 2026-10-01
Atlas Brown,Inc.
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$237.3K (+$10.5K)
Filed 2026-10-09
IFC & Insurance Marketing, Inc.
INCREASED
Shares2,625 from 2,430
Change+195 (+8%)
Value$236.5K (+$27.2K)
Filed 2026-10-16
Heritage Family Offices, LLP
INCREASED
Shares2,619 from 2,616
Change+3 (+0%)
Value$236.0K (+$10.6K)
Filed 2026-11-02
Torray Investment Partners LLC
DECREASED
Shares2,616 from 4,616
Change-2,000 (-43%)
Value$235.7K (-$161.9K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$235.2K (+$10.4K)
Filed 2026-11-03
4J Wealth Management LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$234.6K (+$10.3K)
Filed 2026-11-02
Whalen Wealth Management Inc.
INCREASED
Shares2,600 from 2,488
Change+112 (+5%)
Value$234.3K (+$20.0K)
Filed 2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$232.4K (+$10.2K)
Filed 2026-11-03
Lynch Asset Management, Inc.
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$231.9K (+$10.2K)
Filed 2026-10-28
Red Spruce Capital, LLC
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$231.5K (+$10.2K)
Filed 2026-10-07
RIA Advisory Group LLC
DECREASED
Shares2,568 from 2,763
Change-195 (-7%)
Value$231.4K (-$6.6K)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares2,561 from 2,536
Change+25 (+1%)
Value$230.8K (+$12.3K)
Filed 2026-10-19
CFC Planning Co LLC
INCREASED
Shares2,560 from 2,559
Change+1 (+0%)
Value$230.7K (+$10.2K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
DECREASED
Shares2,557 from 3,448
Change-891 (-26%)
Value$231.6K (-$61.8K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,553 from 2,406
Change+147 (+6%)
Value$230.1K (+$22.9K)
Filed 2026-10-13
Sylvest Advisors, LLC
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$230.0K (+$10.1K)
Filed 2026-10-26
Carmel Capital Partners, LLC
DECREASED
Shares2,551 from 2,591
Change-40 (-2%)
Value$229.9K (+$6.7K)
Filed 2026-11-03
Alliance Wealth Management Group
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$229.5K (+$10.1K)
Filed 2026-10-29
Castleview Partners, LLC
NEW
Shares2,546
Change+2,546
Value$229.4K
Filed 2026-10-09
Financial Council, LLC
UNCHANGED
Shares2,538 from 2,538
Change0 (0%)
Value$228.7K (+$10.1K)
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares2,529 from 2,487
Change+42 (+2%)
Value$227.9K (+$13.7K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$227.6K (+$10.0K)
Filed 2026-10-15
Cooper S Advisors, LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$227.3K (+$10.0K)
Filed 2026-11-03
Eagle Capital Management, LLC
NEW
Shares2,520
Change+2,520
Value$227
Filed 2026-10-19
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$227.1K (+$10.0K)
Filed 2026-11-03
Charles Schwab Trust Co
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$227.1K (+$10.0K)
Filed 2026-10-15
Cedar Point Capital Partners, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$227.1K (+$10.0K)
Filed 2026-10-29
Herbst Group, LLC
NEW
Shares2,500
Change+2,500
Value$225.3K
Filed 2026-10-20
Advus Financial Partners, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$225.3K (+$9.9K)
Filed 2026-10-20
Foundation Wealth Management, LLC
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$225.2K (+$9.9K)
Filed 2026-10-22
Excalibur Management Corp
INCREASED
Shares2,492 from 2,412
Change+80 (+3%)
Value$224.5K (+$16.8K)
Filed 2026-11-02
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$224.4K (+$9.9K)
Filed 2026-10-13
Abner Herrman & Brock LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$224 (+$10)
Filed 2026-10-20
Omega Financial Group, LLC
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$223.6K (+$9.9K)
Filed 2026-10-29
Tenzing Financial LLC
UNCHANGED
Shares2,478 from 2,478
Change0 (0%)
Value$220.1K (+$5.3K)
Filed 2026-11-03
Sweeney & Michel, LLC
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$222.2K (+$1.8K)
Filed 2026-10-16
Nova R Wealth, Inc.
NEW
Shares2,456
Change+2,456
Value$221.3K
Filed 2026-10-26
Heritage Investors Management Corp
INCREASED
Shares2,454 from 2,412
Change+42 (+2%)
Value$221 (-$207.8K)
Filed 2026-10-29
Whitcomb & Hess, Inc.
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$221.0K (+$9.7K)
Filed 2026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$220.6K (+$9.7K)
Filed 2026-10-29
Legacy Solutions, LLC
INCREASED
Shares2,442 from 2,440
Change+2 (+0%)
Value$220.1K (+$9.9K)
Filed 2026-10-07
Crumly & Associates Inc.
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$219.5K (+$9.7K)
Filed 2026-10-07
Baron Financial Group, LLC
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$219.5K (+$9.7K)
Filed 2026-10-09
Fidelis iM, LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$219.0K (+$9.6K)
Filed 2026-10-16
Targeted Financial Services LLC
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$218.4K (+$9.6K)
Filed 2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED
Shares2,423 from 2,931
Change-508 (-17%)
Value$218.3K (-$34.1K)
Filed 2026-10-27
Orca Wealth Management, LLC
INCREASED
Shares2,416 from 2,414
Change+2 (+0%)
Value$217.7K (+$9.8K)
Filed 2026-10-14
Madson Wealth Advisors Inc
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$216.8K (+$9.6K)
Filed 2026-10-13
Seamount Financial Group Inc
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$216.8K (+$9.6K)
Filed 2026-10-21
Atwood & Palmer Inc
UNCHANGED
Shares2,394 from 2,394
Change0 (0%)
Value$215.7K (+$9.5K)
Filed 2026-10-08
Yankcom Partnership
INCREASED
Shares2,391 from 2,118
Change+273 (+13%)
Value$215.5K (+$33.0K)
Filed 2026-10-15
Centurion Wealth Management LLC
NEW
Shares2,382
Change+2,382
Value$214.7K
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED
Shares2,378 from 2,387
Change-9 (0%)
Value$214.3K (+$8.7K)
Filed 2026-10-09
Carlson Financial, Inc.
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$213.9K (+$9.5K)
Filed 2026-11-05
Penn Davis Mcfarland Inc
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$213.6K (+$9.4K)
Filed 2026-10-23
KWB Wealth
NEW
Shares2,368
Change+2,368
Value$213.4K
Filed 2026-10-16
Life Planning Partners, Inc
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$213.2K (+$9.4K)
Filed 2026-10-28
Sage Investment Counsel LLC
INCREASED
Shares2,354 from 2,352
Change+2 (+0%)
Value$212.1K (+$9.5K)
Filed 2026-10-26
Arwa LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$216.0K (+$12.2K)
Filed 2026-10-21
Proathlete Wealth Management LLC
INCREASED
Shares2,346 from 2,314
Change+32 (+1%)
Value$211.5K (+$12.1K)
Filed 2026-10-15
Millennium Capital Advisors, LLC
UNCHANGED
Shares2,346 from 2,346
Change0 (0%)
Value$211.4K (+$9.3K)
Filed 2026-10-16
Winebrenner Capital Management LLC
NEW
Shares2,343
Change+2,343
Value$211.1K
Filed 2026-10-07
Foundation Wealth Management, Llc\pa
DECREASED
Shares2,317 from 3,242
Change-925 (-29%)
Value$208.8K (-$70.5K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
NEW
Shares2,316
Change+2,316
Value$214.6K
Filed 2026-10-15
Cordatus Wealth Management LLC
NEW
Shares2,316
Change+2,316
Value$208.7K
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares2,310 from 800
Change+1,510 (+189%)
Value$208.2K (+$139.2K)
Filed 2026-10-08
EPG Wealth Management LLC
DECREASED
Shares2,306 from 2,457
Change-151 (-6%)
Value$207.8K (-$3.8K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,294 from 2,616
Change-322 (-12%)
Value$206.6K (-$18.8K)
Filed 2026-10-27
Omni 360 Wealth, Inc.
NEW
Shares2,281
Change+2,281
Value$205.5K
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
NEW
Shares2,281
Change+2,281
Value$205.5K
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares2,275 from 2,396
Change-121 (-5%)
Value$205.0K (-$1.4K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
NEW
Shares2,260
Change+2,260
Value$203.6K
Filed 2026-10-09
Financial Harvest, LLC
NEW
Shares2,258
Change+2,258
Value$203.5K
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$201.9K (+$9.1K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
NEW
Shares2,237
Change+2,237
Value$201.6K
Filed 2026-11-05
Baker Boyer National Bank
NEW
Shares2,232
Change+2,232
Value$201.1K
Filed 2026-11-05
Stone House Investment Management, LLC
DECREASED
Shares2,232 from 3,262
Change-1,030 (-32%)
Value$201.1K (-$79.9K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,222 from 2,132
Change+90 (+4%)
Value$200.3K (+$16.6K)
Filed 2026-10-16
Cornerstone Planning Group LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$203.3K (+$13.9K)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares2,186 from 2,346
Change-160 (-7%)
Value$197.0K (-$5.1K)
Filed 2026-10-08
American National Bank & Trust
INCREASED
Shares2,181 from 2,047
Change+134 (+7%)
Value$196.5K (+$20.2K)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares2,178 from 2,154
Change+24 (+1%)
Value$196.3K (+$10.7K)
Filed 2026-10-05
Chung Wu Investment Group, LLC
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$195.7K (+$8.6K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares2,107 from 2,222
Change-115 (-5%)
Value$189.9K (-$1.5K)
Filed 2026-10-14
Wolff Wiese Magana LLC
INCREASED
Shares2,100 from 1,900
Change+200 (+11%)
Value$189.3K (+$25.6K)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$186.5K (+$8.2K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
DECREASED
Shares2,036 from 8,045
Change-6,009 (-75%)
Value$183.5K (-$509.5K)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$181.8K (+$8.0K)
Filed 2026-10-28
USA Financial Formulas
NEW
Shares1,976
Change+1,976
Value$178.1K
Filed 2026-10-16
First Financial Corp
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$175.2K (+$7.7K)
Filed 2026-10-13
NorthAvenue LLC
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$174.1K (+$7.7K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,925 from 39,605
Change-37,680 (-95%)
Value$173.5K (-$3.2M)
Filed 2026-10-14
Union Savings Bank
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$170.8K (+$7.5K)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$169.8K (+$7.5K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,883 from 1,881
Change+2 (+0%)
Value$169.7K (+$7.6K)
Filed 2026-10-27
Citizens National Bank Trust Department
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$169.2K (+$7.5K)
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares1,839 from 1,838
Change+1 (+0%)
Value$165.8K (+$7.4K)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$163.8K (+$7.4K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$158.4K (+$7.0K)
Filed 2026-10-09
Clean Yield Group
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$158.4K (+$7.0K)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares1,738 from 1,928
Change-190 (-10%)
Value$156.6K (-$9.5K)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares1,726
Change+1,726
Value$159.5K
Filed 2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$153.5K (+$6.8K)
Filed 2026-10-23
TrustBank
DECREASED
Shares1,665 from 1,740
Change-75 (-4%)
Value$150.0K (+$149)
Filed 2026-10-20
Kimelman & Baird, LLC
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$141.1K (+$6.2K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares1,557 from 1,556
Change+1 (+0%)
Value$140.3K (+$6.2K)
Filed 2026-10-20
Lynch Investment Planning, LLC
NEW
Shares1,555
Change+1,555
Value$140.1K
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$139.5K (+$6.1K)
Filed 2026-10-22
Lodestone Wealth Management LLC
INCREASED
Shares1,531 from 1,530
Change+1 (+0%)
Value$137.9K (+$6.1K)
Filed 2026-10-14
Capital Investment Counsel, Inc
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$135.7K (+$6.0K)
Filed 2026-10-20
Provident Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$135.2K (+$6.0K)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$125.4K (+$5.5K)
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares1,390 from 1,252
Change+138 (+11%)
Value$125.2K (+$17.4K)
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$124.4K (+$5.5K)
Filed 2026-10-19
Carnegie Lake Advisors LLC
DECREASED
Shares1,350 from 6,317
Change-4,967 (-79%)
Value$591.1K (+$47.0K)
Filed 2026-11-03
Insight Inv LLC
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$120.6K (+$5.3K)
Filed 2026-10-27
Madden Securities Corp
NEW
Shares1,320
Change+1,320
Value$118.9K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares1,234 from 1,206
Change+28 (+2%)
Value$111.2K (+$7.3K)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$107.1K (+$4.7K)
Filed 2026-10-21
Sharper & Granite LLC
DECREASED
Shares1,154 from 3,630
Change-2,476 (-68%)
Value$504.1K (+$191.4K)
Filed 2026-11-02
Southern Michigan Bank & Trust
DECREASED
Shares1,140 from 1,192
Change-52 (-4%)
Value$102.7K (+$46)
Filed 2026-10-19
Kozak & Associates, Inc.
DECREASED
Shares1,083 from 1,418
Change-335 (-24%)
Value$96.2K (-$26.0K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares1,044 from 1,020
Change+24 (+2%)
Value$94.1K (+$6.2K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,037 from 658
Change+379 (+58%)
Value$93.4K (+$36.8K)
Filed 2026-10-19
Nvwm, LLC
NEW
Shares1,022
Change+1,022
Value$92.1K
Filed 2026-10-14
Capstone Wealth Management Group, LLC
DECREASED
Shares989 from 5,961
Change-4,972 (-83%)
Value$474.5K (-$39.0K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
INCREASED
Shares971 from 768
Change+203 (+26%)
Value$87.5K (+$21.3K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares961 from 960
Change+1 (+0%)
Value$86.6K (+$3.8K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
INCREASED
Shares954 from 953
Change+1 (+0%)
Value$85.9K (+$3.9K)
Filed 2026-10-07
TradeWell Securities, Llc.
NEW
Shares944
Change+944
Value$262.7K
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
NEW
Shares938
Change+938
Value$84.6K
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares925 from 924
Change+1 (+0%)
Value$83.3K (+$3.8K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$81.6K (+$3.6K)
Filed 2026-10-02
Tradewinds Capital Management, LLC
DECREASED
Shares900 from 1,026
Change-126 (-12%)
Value$81.1K (-$7.3K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
INCREASED
Shares898 from 774
Change+124 (+16%)
Value$79.0K (+$11.7K)
Filed 2026-11-04
MTM Investment Management, LLC
INCREASED
Shares885 from 882
Change+3 (+0%)
Value$79.7K (+$3.7K)
Filed 2026-10-30
Piscataqua Savings Bank
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$78.9K (+$3.5K)
Filed 2026-10-21
City Holding Co
DECREASED
Shares870 from 900
Change-30 (-3%)
Value$78.4K (+$870)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
INCREASED
Shares860 from 858
Change+2 (+0%)
Value$77.5K (+$3.6K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$75.2K (+$3.3K)
Filed 2026-10-15
Vima LLC
DECREASED
Shares810 from 1,056
Change-246 (-23%)
Value$73.0K (-$18.0K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
INCREASED
Shares788 from 52
Change+736 (+1415%)
Value$71.0K (+$45.6K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares783 from 782
Change+1 (+0%)
Value$70.6K (+$3.2K)
Filed 2026-11-02
West Branch Capital LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$69.8K (+$3.1K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$66.5K (+$2.9K)
Filed 2026-10-05
Noble Wealth Management PBC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$62.0K (+$2.7K)
Filed 2026-10-01
Livelsberger Financial Advisory
NEW
Shares636
Change+636
Value$57.3K
Filed 2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$56.9K (+$2.6K)
Filed 2026-11-02
Burk Holdings LLC
DECREASED
Shares629 from 1,679
Change-1,050 (-63%)
Value$56.7K (-$87.9K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
NEW
Shares618
Change+618
Value$55.7K
Filed 2026-11-02
Compass Wealth Management LLC
NEW
Shares618
Change+618
Value$55.7K
Filed 2026-10-22
Kings Path Partners LLC
DECREASED
Shares612 from 810
Change-198 (-24%)
Value$55.1K (-$14.6K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$54.2K (+$2.4K)
Filed 2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$54.1K (+$2.4K)
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$54.1K (+$2.4K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$53.0K (+$2.3K)
Filed 2026-10-30
Cardinal Strategic Wealth Guidance
INCREASED
Shares552 from 480
Change+72 (+15%)
Value$49.7K (+$8.4K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$49 (+$2)
Filed 2026-10-13
Tower Trust & Investment Co
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$47.6K (+$2.1K)
Filed 2026-10-28
Strategic Advocates LLC
DECREASED
Shares498 from 510
Change-12 (-2%)
Value$44.9K (+$944)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares495 from 513
Change-18 (-4%)
Value$44.6K (+$415)
Filed 2026-10-30
Axiom Investment Management LLC
NEW
Shares477
Change+477
Value$43.0K
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$40.3K (+$1.8K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares444
Change+444
Value$39.7K
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$40.0K (+$1.8K)
Filed 2026-10-28
Mechanics Financial Corp
INCREASED
Shares435 from 120
Change+315 (+263%)
Value$39.2K (+$28.9K)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares420
Change+420
Value$37.9K
Filed 2026-10-30
Redwood Park Advisors LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$37.7K (+$1.7K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$35.2K (+$1.6K)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares372
Change+372
Value$33.5K
Filed 2026-10-30
Byrne Asset Management LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$33.6K (+$1.5K)
Filed 2026-10-06
Nova Financial LLC
NEW
Shares361
Change+361
Value$32.6K
Filed 2026-11-04
Arvest Investments, Inc.
DECREASED
Shares348 from 636
Change-288 (-45%)
Value$31.4K (-$23.4K)
Filed 2026-10-21
Kentucky Trust Co
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$30.3K (+$1.3K)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$29.2K (+$1.3K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$28.1K (+$1.2K)
Filed 2026-10-28
Clark Wealth Partners
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$27.6K (+$1.2K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$27.0K (+$1.2K)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$26.5K (+$1.2K)
Filed 2026-10-22
Paladin Partners, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$23.2K (+$1.0K)
Filed 2026-10-06
Valued Wealth Advisors LLC
DECREASED
Shares238 from 246
Change-8 (-3%)
Value$21.4K (+$256)
Filed 2026-11-05
John Boyer, Inc.
NEW
Shares234
Change+234
Value$21.1K
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares182
Change+182
Value$16.4K
Filed 2026-10-27
Networth Advisors, LLC
NEW
Shares180
Change+180
Value$16.2K
Filed 2026-11-03
CrossGen Wealth, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$15.1K (+$666)
Filed 2026-10-30
Monetary Solutions, Ltd
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$15.1K (+$666)
Filed 2026-10-22
Hoese & Co LLP
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$14.6K (+$643)
Filed 2026-10-21
Montgomery Financial Services LLC
NEW
Shares152
Change+152
Value$13.7K
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares138
Change+138
Value$12.4K
Filed 2026-10-23
Absher Wealth Management, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$12.4K (+$548)
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$12.4K (+$548)
Filed 2026-11-03
Bayban
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$11.9K ($0)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares132 from 138
Change-6 (-4%)
Value$11.9K (+$8)
Filed 2026-10-06
Tounjian Advisory Partners, LLC
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$11.0K (+$493)
Filed 2026-11-04
Sima Wealth Partners, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$9.3K (+$410)
Filed 2026-10-19
Aspect Partners, LLC
NEW
Shares97
Change+97
Value$8.7K
Filed 2026-10-20
Essential Investment Partners LLC
INCREASED
Shares96 from 23
Change+73 (+317%)
Value$8.7K (+$6.7K)
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$8.1K (+$357)
Filed 2026-10-22
Fairway Wealth LLC
NEW
Shares89
Change+89
Value$8.0K
Filed 2026-10-30
Vision Financial Markets LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.6K (+$315)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.5K (+$286)
Filed 2026-10-07
Bulwark Capital Corp
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.5K (+$286)
Filed 2026-10-13
Decker Retirement Planning Inc.
NEW
Shares66
Change+66
Value$6.0K
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares48
Change+48
Value$4.3K
Filed 2026-10-27
Investors Research Corp
NEW
Shares43
Change+43
Value$3.9K
Filed 2026-10-07
RHL Group, LLC
NEW
Shares42
Change+42
Value$3.8K
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares36 from 12
Change+24 (+200%)
Value$3.2K (+$2.2K)
Filed 2026-10-02
Blume Capital Management, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.6K (+$115)
Filed 2026-10-26
Spurstone Advisory Services, LLC
DECREASED
Shares25 from 36
Change-11 (-31%)
Value$2.3K (-$846)
Filed 2026-11-02
Pflug Koory, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.2K (+$95)
Filed 2026-10-26
Costello Asset Management, Inc
NEW
Shares20
Change+20
Value$1.8K
Filed 2026-10-30
Reicon Wealth Advisors, LLC
DECREASED
Shares12 from 18
Change-6 (-33%)
Value$1.1K (-$470)
Filed 2026-11-04
Eukles Asset Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$541 (+$24)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$541 (+$24)
Filed 2026-10-02
Hofer & Associates. Inc
CLOSED
Shares0 from 140,328
Change-140,328 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-13
FDx Advisors, Inc.
CLOSED
Shares0 from 66,950
Change-66,950 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-05
Strategic Equity Management
CLOSED
Shares0 from 37,767
Change-37,767 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-04
Moneywise, Inc.
CLOSED
Shares0 from 32,720
Change-32,720 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-30
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 25,788
Change-25,788 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 23,167
Change-23,167 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 18,811
Change-18,811 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Cosner Financial Group, LLC
CLOSED
Shares0 from 17,755
Change-17,755 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Principal Financial Group Inc
CLOSED
Shares0 from 16,487
Change-16,487 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
TBH Global Asset Management, LLC
CLOSED
Shares0 from 15,959
Change-15,959 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 15,843
Change-15,843 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Zega Investments, LLC
CLOSED
Shares0 from 11,810
Change-11,810 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,062
Change-9,062 (-100%)
Value$0 (-$780.6K)
Filed 2026-11-05
Succession Financial, Inc.
CLOSED
Shares0 from 7,078
Change-7,078 (-100%)
Value$0 (-$609.7K)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,390
Change-6,390 (-100%)
Value$0 (-$550.4K)
Filed 2026-11-03
Miramontes Capital, LLC
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$362.3K)
Filed 2026-10-19
Briggs Wealth Management, Inc
CLOSED
Shares0 from 4,109
Change-4,109 (-100%)
Value$0 (-$353.9K)
Filed 2026-10-26
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 3,942
Change-3,942 (-100%)
Value$0 (-$339.6K)
Filed 2026-10-20
AMI Asset Management Corp
CLOSED
Shares0 from 3,683
Change-3,683 (-100%)
Value$0 (-$317.3K)
Filed 2026-10-20
Core Wealth Management, Inc.
CLOSED
Shares0 from 3,672
Change-3,672 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$307.2K)
Filed 2026-10-29
Central Valley Advisors, LLC
CLOSED
Shares0 from 3,345
Change-3,345 (-100%)
Value$0 (-$288.1K)
Filed 2026-10-27
Belvedere Trading LLC
CLOSED
Shares0 from 3,061
Change-3,061 (-100%)
Value$0 (-$263.7K)
Filed 2026-11-05
Sunesis Advisors, LLC
CLOSED
Shares0 from 2,706
Change-2,706 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-26
LeConte Wealth Management, LLC
CLOSED
Shares0 from 2,652
Change-2,652 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-20
Merited Wealth, LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 2,458
Change-2,458 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-02
Brady Family Wealth, LLC
CLOSED
Shares0 from 2,413
Change-2,413 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-02
Smart Wealth LLC
CLOSED
Shares0 from 2,402
Change-2,402 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-04
Fischer Financial Services, Inc.
CLOSED
Shares0 from 2,399
Change-2,399 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 2,375
Change-2,375 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-21
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 2,373
Change-2,373 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-15
Arcataur Capital Management LLC
CLOSED
Shares0 from 2,370
Change-2,370 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-21
North Capital, Inc.
CLOSED
Shares0 from 2,364
Change-2,364 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-16
Mountain Pacific Investment Advisers LLC
CLOSED
Shares0 from 2,328
Change-2,328 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-29
DLK Investment Management, LLC
CLOSED
Shares0 from 2,043
Change-2,043 (-100%)
Value$0 (-$764.0K)
Filed 2026-10-09
Founders Capital Management
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$167.5K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,854
Change-1,854 (-100%)
Value$0 (-$159.7K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$72.9K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$51.7K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$43.9K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-29
Midway Capital Research & Management
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-20
Armor Investment Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$751.9K (+$99.8K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 334,520,544
Change-334,520,544 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 219,112,994
Change-219,112,994 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 89,529,557
Change-89,529,557 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,557,269
Change-58,557,269 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 38,876,521
Change-38,876,521 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,061,562
Change-36,061,562 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 33,367,717
Change-33,367,717 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,191,295
Change-26,191,295 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,707,792
Change-23,707,792 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,330,170
Change-23,330,170 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,880,400
Change-21,880,400 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,430,648
Change-20,430,648 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,758,373
Change-15,758,373 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,218,429
Change-15,218,429 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,652,011
Change-14,652,011 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,743,482
Change-13,743,482 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 13,625,687
Change-13,625,687 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 13,463,288
Change-13,463,288 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,692,264
Change-11,692,264 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,171,893
Change-11,171,893 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,888,180
Change-10,888,180 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,627,196
Change-9,627,196 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,977,301
Change-8,977,301 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,638,955
Change-8,638,955 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,516,080
Change-8,516,080 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,959,331
Change-7,959,331 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,621,304
Change-7,621,304 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,101,778
Change-7,101,778 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,261,607
Change-5,261,607 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,950,558
Change-4,950,558 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,770,796
Change-4,770,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,642,430
Change-4,642,430 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,507,151
Change-4,507,151 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,488,264
Change-4,488,264 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,415,332
Change-4,415,332 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,244,024
Change-4,244,024 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,221,531
Change-4,221,531 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 4,071,643
Change-4,071,643 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,032,317
Change-4,032,317 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,787,752
Change-3,787,752 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,676,126
Change-3,676,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,519,123
Change-3,519,123 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,440,932
Change-3,440,932 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,261,088
Change-3,261,088 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,891,669
Change-2,891,669 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,648,650
Change-2,648,650 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 2,576,840
Change-2,576,840 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,542,101
Change-2,542,101 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,445,104
Change-2,445,104 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,441,322
Change-2,441,322 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,187,134
Change-2,187,134 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,181,783
Change-2,181,783 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,173,600
Change-2,173,600 (-100%)
Value—
&partners
N/A
Shares— from 2,160,364
Change-2,160,364 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,136,784
Change-2,136,784 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,953,898
Change-1,953,898 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,940,390
Change-1,940,390 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,888,047
Change-1,888,047 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,813,507
Change-1,813,507 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,659,535
Change-1,659,535 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,649,735
Change-1,649,735 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,632,494
Change-1,632,494 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,595,899
Change-1,595,899 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,582,375
Change-1,582,375 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,526,650
Change-1,526,650 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,521,794
Change-1,521,794 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,454,679
Change-1,454,679 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,435,072
Change-1,435,072 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,421,882
Change-1,421,882 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,407,673
Change-1,407,673 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,404,506
Change-1,404,506 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,348,377
Change-1,348,377 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,325,972
Change-1,325,972 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,292,359
Change-1,292,359 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 1,224,556
Change-1,224,556 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,206,562
Change-1,206,562 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,203,016
Change-1,203,016 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,192,521
Change-1,192,521 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,164,575
Change-1,164,575 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,164,534
Change-1,164,534 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,150,200
Change-1,150,200 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,118,890
Change-1,118,890 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,114,224
Change-1,114,224 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,106,002
Change-1,106,002 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,069,677
Change-1,069,677 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,063,030
Change-1,063,030 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,035,344
Change-1,035,344 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,015,801
Change-1,015,801 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,007,937
Change-1,007,937 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,006,814
Change-1,006,814 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 996,127
Change-996,127 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 964,042
Change-964,042 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 949,202
Change-949,202 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 948,861
Change-948,861 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 937,700
Change-937,700 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 904,105
Change-904,105 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 896,392
Change-896,392 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 879,889
Change-879,889 (-100%)
Value—
Stephens Inc
N/A
Shares— from 875,866
Change-875,866 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 874,516
Change-874,516 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 858,558
Change-858,558 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 838,589
Change-838,589 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 825,415
Change-825,415 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 824,863
Change-824,863 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 821,008
Change-821,008 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 819,218
Change-819,218 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 810,898
Change-810,898 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 784,030
Change-784,030 (-100%)
Value—
American Trust
N/A
Shares— from 772,322
Change-772,322 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 768,216
Change-768,216 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 745,011
Change-745,011 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 728,319
Change-728,319 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 727,809
Change-727,809 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 708,044
Change-708,044 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 700,912
Change-700,912 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 658,936
Change-658,936 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 650,199
Change-650,199 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 637,823
Change-637,823 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 607,777
Change-607,777 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 602,395
Change-602,395 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 587,146
Change-587,146 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 581,578
Change-581,578 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 551,896
Change-551,896 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 540,084
Change-540,084 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 535,081
Change-535,081 (-100%)
Value—
Nwam LLC
N/A
Shares— from 515,743
Change-515,743 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 513,362
Change-513,362 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 509,868
Change-509,868 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 493,893
Change-493,893 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 484,413
Change-484,413 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 479,122
Change-479,122 (-100%)
Value—
Commerce Bank
N/A
Shares— from 477,706
Change-477,706 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 469,940
Change-469,940 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 466,691
Change-466,691 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 460,518
Change-460,518 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 459,273
Change-459,273 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 459,215
Change-459,215 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 457,942
Change-457,942 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 454,623
Change-454,623 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 453,868
Change-453,868 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 451,625
Change-451,625 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 447,622
Change-447,622 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 442,641
Change-442,641 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 430,119
Change-430,119 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 427,691
Change-427,691 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 424,148
Change-424,148 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 423,135
Change-423,135 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 414,195
Change-414,195 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 413,193
Change-413,193 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 409,055
Change-409,055 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 408,191
Change-408,191 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 402,640
Change-402,640 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 394,862
Change-394,862 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 394,770
Change-394,770 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 393,248
Change-393,248 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 387,547
Change-387,547 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 385,809
Change-385,809 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 385,700
Change-385,700 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 384,778
Change-384,778 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 382,074
Change-382,074 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 381,162
Change-381,162 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 380,355
Change-380,355 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 376,110
Change-376,110 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 375,591
Change-375,591 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 366,691
Change-366,691 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 366,233
Change-366,233 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 361,436
Change-361,436 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 361,064
Change-361,064 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 358,024
Change-358,024 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 356,638
Change-356,638 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 342,709
Change-342,709 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 336,442
Change-336,442 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 329,781
Change-329,781 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 328,480
Change-328,480 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 322,638
Change-322,638 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 319,819
Change-319,819 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 319,760
Change-319,760 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 317,854
Change-317,854 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 314,762
Change-314,762 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 312,902
Change-312,902 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 310,621
Change-310,621 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 307,894
Change-307,894 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 298,638
Change-298,638 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 297,818
Change-297,818 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 296,253
Change-296,253 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 287,764
Change-287,764 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 283,847
Change-283,847 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 278,734
Change-278,734 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 276,073
Change-276,073 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 270,900
Change-270,900 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 266,619
Change-266,619 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 266,465
Change-266,465 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 266,157
Change-266,157 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 264,815
Change-264,815 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 262,180
Change-262,180 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 250,109
Change-250,109 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 246,121
Change-246,121 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 244,365
Change-244,365 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 241,290
Change-241,290 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 239,737
Change-239,737 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 239,177
Change-239,177 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 234,933
Change-234,933 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 233,600
Change-233,600 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 232,760
Change-232,760 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 230,877
Change-230,877 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 229,166
Change-229,166 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 220,812
Change-220,812 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 220,685
Change-220,685 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 220,144
Change-220,144 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 215,012
Change-215,012 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 214,634
Change-214,634 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 211,823
Change-211,823 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 210,372
Change-210,372 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 208,190
Change-208,190 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 206,173
Change-206,173 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 201,907
Change-201,907 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 201,707
Change-201,707 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 201,200
Change-201,200 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 198,385
Change-198,385 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 196,728
Change-196,728 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 196,224
Change-196,224 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 193,222
Change-193,222 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 191,362
Change-191,362 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 190,527
Change-190,527 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 187,584
Change-187,584 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 184,546
Change-184,546 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 183,735
Change-183,735 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 181,822
Change-181,822 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 181,798
Change-181,798 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 180,238
Change-180,238 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 178,303
Change-178,303 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 174,075
Change-174,075 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 170,865
Change-170,865 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 167,019
Change-167,019 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 160,363
Change-160,363 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 160,327
Change-160,327 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 159,980
Change-159,980 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 158,934
Change-158,934 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 158,390
Change-158,390 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 156,415
Change-156,415 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 156,399
Change-156,399 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 154,463
Change-154,463 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 152,920
Change-152,920 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 152,727
Change-152,727 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 150,974
Change-150,974 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 150,100
Change-150,100 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 144,092
Change-144,092 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 143,593
Change-143,593 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 140,879
Change-140,879 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 138,906
Change-138,906 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 137,138
Change-137,138 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 136,573
Change-136,573 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 132,865
Change-132,865 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 132,654
Change-132,654 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 129,488
Change-129,488 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 127,650
Change-127,650 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 126,950
Change-126,950 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 126,719
Change-126,719 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 126,623
Change-126,623 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 126,272
Change-126,272 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 126,169
Change-126,169 (-100%)
Value—
Simmons Bank
N/A
Shares— from 125,654
Change-125,654 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 125,444
Change-125,444 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 125,310
Change-125,310 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 123,649
Change-123,649 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 122,424
Change-122,424 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 121,681
Change-121,681 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 120,976
Change-120,976 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 120,524
Change-120,524 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 116,065
Change-116,065 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 115,890
Change-115,890 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 115,570
Change-115,570 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 115,504
Change-115,504 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 113,562
Change-113,562 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 112,693
Change-112,693 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 112,180
Change-112,180 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 111,641
Change-111,641 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 111,070
Change-111,070 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 110,032
Change-110,032 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 109,812
Change-109,812 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 109,472
Change-109,472 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 109,408
Change-109,408 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 108,637
Change-108,637 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 107,702
Change-107,702 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 106,753
Change-106,753 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 106,582
Change-106,582 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 106,379
Change-106,379 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 106,310
Change-106,310 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 106,154
Change-106,154 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 105,988
Change-105,988 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 104,923
Change-104,923 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 103,680
Change-103,680 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 103,627
Change-103,627 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 103,365
Change-103,365 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 103,252
Change-103,252 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 102,807
Change-102,807 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 102,433
Change-102,433 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 102,406
Change-102,406 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 100,729
Change-100,729 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 100,446
Change-100,446 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 97,567
Change-97,567 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 97,164
Change-97,164 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 96,280
Change-96,280 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 96,198
Change-96,198 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 95,395
Change-95,395 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 93,833
Change-93,833 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 93,027
Change-93,027 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 92,975
Change-92,975 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 92,628
Change-92,628 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 92,596
Change-92,596 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 92,456
Change-92,456 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 91,944
Change-91,944 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 91,795
Change-91,795 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 90,898
Change-90,898 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 90,805
Change-90,805 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 90,156
Change-90,156 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 89,827
Change-89,827 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 88,325
Change-88,325 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 87,000
Change-87,000 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 86,960
Change-86,960 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 85,913
Change-85,913 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 85,781
Change-85,781 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 84,410
Change-84,410 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 84,071
Change-84,071 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 83,149
Change-83,149 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 82,112
Change-82,112 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 82,007
Change-82,007 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 81,624
Change-81,624 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 81,613
Change-81,613 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 81,411
Change-81,411 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 79,755
Change-79,755 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 78,314
Change-78,314 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 77,711
Change-77,711 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 77,622
Change-77,622 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 77,583
Change-77,583 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 77,541
Change-77,541 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 77,407
Change-77,407 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 76,712
Change-76,712 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 76,500
Change-76,500 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 75,722
Change-75,722 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 75,556
Change-75,556 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 74,857
Change-74,857 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 73,560
Change-73,560 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 73,443
Change-73,443 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 73,214
Change-73,214 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 73,200
Change-73,200 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 72,847
Change-72,847 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 72,679
Change-72,679 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 71,969
Change-71,969 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 71,734
Change-71,734 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 71,299
Change-71,299 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 70,625
Change-70,625 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 70,449
Change-70,449 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 70,060
Change-70,060 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 69,774
Change-69,774 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 69,723
Change-69,723 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 69,584
Change-69,584 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 69,079
Change-69,079 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 69,031
Change-69,031 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 68,447
Change-68,447 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 68,444
Change-68,444 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 68,338
Change-68,338 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 68,181
Change-68,181 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 66,200
Change-66,200 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 65,600
Change-65,600 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 64,839
Change-64,839 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 64,685
Change-64,685 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 64,076
Change-64,076 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 63,595
Change-63,595 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 63,551
Change-63,551 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 62,623
Change-62,623 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 62,581
Change-62,581 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 62,073
Change-62,073 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 61,969
Change-61,969 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 61,923
Change-61,923 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 61,885
Change-61,885 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 60,803
Change-60,803 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 60,707
Change-60,707 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 60,356
Change-60,356 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 60,338
Change-60,338 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 59,924
Change-59,924 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 59,864
Change-59,864 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 58,670
Change-58,670 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 58,602
Change-58,602 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 58,547
Change-58,547 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 57,732
Change-57,732 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 57,321
Change-57,321 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 57,199
Change-57,199 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 57,181
Change-57,181 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 56,464
Change-56,464 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 55,710
Change-55,710 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 55,558
Change-55,558 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 55,434
Change-55,434 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 55,307
Change-55,307 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 55,164
Change-55,164 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 54,729
Change-54,729 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 54,394
Change-54,394 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 54,227
Change-54,227 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 54,057
Change-54,057 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 53,956
Change-53,956 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 53,950
Change-53,950 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,740
Change-53,740 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 53,242
Change-53,242 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 53,174
Change-53,174 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 53,165
Change-53,165 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 53,014
Change-53,014 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 52,950
Change-52,950 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 52,358
Change-52,358 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 51,806
Change-51,806 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 51,407
Change-51,407 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 51,258
Change-51,258 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 50,420
Change-50,420 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 49,741
Change-49,741 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 49,686
Change-49,686 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 49,570
Change-49,570 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 49,189
Change-49,189 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 48,777
Change-48,777 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 48,724
Change-48,724 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 48,568
Change-48,568 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 47,930
Change-47,930 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 47,572
Change-47,572 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 47,565
Change-47,565 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 47,512
Change-47,512 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 47,480
Change-47,480 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 47,374
Change-47,374 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 47,303
Change-47,303 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 47,090
Change-47,090 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 46,299
Change-46,299 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 45,747
Change-45,747 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 45,534
Change-45,534 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 45,077
Change-45,077 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 44,895
Change-44,895 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 44,494
Change-44,494 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 44,469
Change-44,469 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 44,339
Change-44,339 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 43,830
Change-43,830 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 43,827
Change-43,827 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 43,693
Change-43,693 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 43,664
Change-43,664 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 43,320
Change-43,320 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 43,134
Change-43,134 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 43,045
Change-43,045 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 42,525
Change-42,525 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 41,982
Change-41,982 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 41,930
Change-41,930 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 41,388
Change-41,388 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 41,323
Change-41,323 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 41,223
Change-41,223 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 40,168
Change-40,168 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 40,137
Change-40,137 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,114
Change-40,114 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 39,919
Change-39,919 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 39,868
Change-39,868 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 39,820
Change-39,820 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 39,642
Change-39,642 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 39,620
Change-39,620 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 39,201
Change-39,201 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 38,802
Change-38,802 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 38,372
Change-38,372 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 38,124
Change-38,124 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 38,082
Change-38,082 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 37,428
Change-37,428 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 37,199
Change-37,199 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 36,893
Change-36,893 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 36,781
Change-36,781 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 36,743
Change-36,743 (-100%)
Value—
Motco
N/A
Shares— from 36,574
Change-36,574 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 36,504
Change-36,504 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 36,019
Change-36,019 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 35,959
Change-35,959 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 35,959
Change-35,959 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 35,807
Change-35,807 (-100%)
Value—
EWA, LLC
N/A
Shares— from 35,745
Change-35,745 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 35,512
Change-35,512 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 35,509
Change-35,509 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 35,312
Change-35,312 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 35,243
Change-35,243 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 34,704
Change-34,704 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 34,545
Change-34,545 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 34,528
Change-34,528 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 34,398
Change-34,398 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 33,859
Change-33,859 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 33,603
Change-33,603 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 33,591
Change-33,591 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 33,567
Change-33,567 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 33,409
Change-33,409 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 33,042
Change-33,042 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 32,798
Change-32,798 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 31,866
Change-31,866 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 31,708
Change-31,708 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 31,371
Change-31,371 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 31,273
Change-31,273 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 31,261
Change-31,261 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 31,127
Change-31,127 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 31,102
Change-31,102 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 31,008
Change-31,008 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 30,857
Change-30,857 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 30,794
Change-30,794 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 30,557
Change-30,557 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 30,404
Change-30,404 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 30,144
Change-30,144 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,724
Change-29,724 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 28,998
Change-28,998 (-100%)
Value—
EFG International AG
N/A
Shares— from 28,931
Change-28,931 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 28,837
Change-28,837 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 28,814
Change-28,814 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 28,737
Change-28,737 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 28,487
Change-28,487 (-100%)
Value—
United Bank
N/A
Shares— from 28,326
Change-28,326 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 28,207
Change-28,207 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 27,799
Change-27,799 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 27,777
Change-27,777 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 27,732
Change-27,732 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 27,611
Change-27,611 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 27,420
Change-27,420 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 27,279
Change-27,279 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 27,237
Change-27,237 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 26,975
Change-26,975 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 26,963
Change-26,963 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 26,775
Change-26,775 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 26,733
Change-26,733 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 26,676
Change-26,676 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 26,462
Change-26,462 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 26,376
Change-26,376 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 26,174
Change-26,174 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 25,922
Change-25,922 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 25,906
Change-25,906 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 25,776
Change-25,776 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 25,658
Change-25,658 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 25,638
Change-25,638 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 25,518
Change-25,518 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 25,104
Change-25,104 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 24,984
Change-24,984 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 24,887
Change-24,887 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 24,741
Change-24,741 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 24,679
Change-24,679 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 24,673
Change-24,673 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 24,421
Change-24,421 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 24,375
Change-24,375 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 24,284
Change-24,284 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 24,178
Change-24,178 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 23,852
Change-23,852 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 23,504
Change-23,504 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 23,450
Change-23,450 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 23,388
Change-23,388 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 23,384
Change-23,384 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 23,347
Change-23,347 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 23,237
Change-23,237 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 23,208
Change-23,208 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 23,193
Change-23,193 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 23,166
Change-23,166 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 22,919
Change-22,919 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 22,782
Change-22,782 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 22,766
Change-22,766 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 22,749
Change-22,749 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 22,697
Change-22,697 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 22,654
Change-22,654 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 22,503
Change-22,503 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 22,427
Change-22,427 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 22,234
Change-22,234 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 22,102
Change-22,102 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 21,637
Change-21,637 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 21,590
Change-21,590 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 21,476
Change-21,476 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 21,350
Change-21,350 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 21,056
Change-21,056 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 20,902
Change-20,902 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 20,834
Change-20,834 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 20,787
Change-20,787 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 20,715
Change-20,715 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 20,481
Change-20,481 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 20,323
Change-20,323 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 20,320
Change-20,320 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 20,301
Change-20,301 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,153
Change-20,153 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 19,507
Change-19,507 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 19,382
Change-19,382 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 19,320
Change-19,320 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 19,101
Change-19,101 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 19,056
Change-19,056 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 18,972
Change-18,972 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 18,912
Change-18,912 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 18,831
Change-18,831 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 18,708
Change-18,708 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 18,416
Change-18,416 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 18,237
Change-18,237 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 18,174
Change-18,174 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 17,943
Change-17,943 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 17,826
Change-17,826 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 17,766
Change-17,766 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 17,579
Change-17,579 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 17,484
Change-17,484 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 17,287
Change-17,287 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 17,272
Change-17,272 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 17,253
Change-17,253 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 17,115
Change-17,115 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,878
Change-16,878 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 16,832
Change-16,832 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 16,728
Change-16,728 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 16,655
Change-16,655 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 16,634
Change-16,634 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 16,613
Change-16,613 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 16,493
Change-16,493 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,306
Change-16,306 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 16,209
Change-16,209 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 16,186
Change-16,186 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 16,134
Change-16,134 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 16,117
Change-16,117 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,991
Change-15,991 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,962
Change-15,962 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 15,799
Change-15,799 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 15,630
Change-15,630 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 15,541
Change-15,541 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 15,296
Change-15,296 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 15,294
Change-15,294 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 15,230
Change-15,230 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 15,097
Change-15,097 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 15,030
Change-15,030 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 15,020
Change-15,020 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 14,760
Change-14,760 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 14,683
Change-14,683 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 14,634
Change-14,634 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 14,628
Change-14,628 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,553
Change-14,553 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 14,447
Change-14,447 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 14,435
Change-14,435 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 14,241
Change-14,241 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,956
Change-13,956 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 13,688
Change-13,688 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 13,521
Change-13,521 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 13,413
Change-13,413 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 13,240
Change-13,240 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 13,099
Change-13,099 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 12,874
Change-12,874 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 12,815
Change-12,815 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 12,464
Change-12,464 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 12,409
Change-12,409 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 12,331
Change-12,331 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 11,712
Change-11,712 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,314
Change-11,314 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 11,142
Change-11,142 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 10,964
Change-10,964 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 10,813
Change-10,813 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,542
Change-10,542 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,391
Change-10,391 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 10,371
Change-10,371 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 10,277
Change-10,277 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 10,042
Change-10,042 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 9,982
Change-9,982 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,896
Change-9,896 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 9,888
Change-9,888 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9,321
Change-9,321 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 9,302
Change-9,302 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 9,138
Change-9,138 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8,994
Change-8,994 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8,819
Change-8,819 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 8,729
Change-8,729 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 8,306
Change-8,306 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 8,016
Change-8,016 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,920
Change-7,920 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 7,871
Change-7,871 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
Invst, LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 6,749
Change-6,749 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,282
Change-6,282 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
United Bank
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Croban
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,296
Change-3,296 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
EQ LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
FCA Corp
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Centennial Bank
N/A
Shares— from 978
Change-978 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 840
Change-840 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 774
Change-774 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 735
Change-735 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
CNB Bank
N/A
Shares— from 657
Change-657 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 588
Change-588 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 513
Change-513 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 486
Change-486 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 397
Change-397 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 384
Change-384 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Mather Group, Llc.
INCREASED16,589,26115,202,294+1,386,967+9%$1.3B$1.5B+$185.3M2026-10-14
D.A. Davidson & Co.
INCREASED11,047,44610,927,884+119,562+1%$941.3M$995.5M+$54.2M2026-10-28
Bank of New York Mellon Corp
DECREASED10,587,72410,634,944-47,2200%$916.1M$954.1M+$38.0M2026-11-05
Commonwealth Equity Services, LLC
DECREASED8,470,6799,146,871-676,192-7%$787.9M$763.3M-$24.6M2026-11-02
Modera Wealth Management, LLC
INCREASED7,882,6717,690,071+192,600+3%$662.4M$710.3M+$47.9M2026-10-28
Citigroup Inc
INCREASED7,439,8437,250,283+189,560+3%$624.5M$670.4M+$45.9M2026-11-04
Vantagepoint Investment Advisers LLC
UNCHANGED6,789,9186,789,91800%$584.9M$611.8M+$27.0M2026-10-26
Truist Financial Corp
DECREASED6,299,4046,330,358-30,9540%$545.3M$567.6M+$22.3M2026-10-30
Choreo, LLC
DECREASED6,201,0056,247,469-46,464-1%$538.3M$558.9M+$20.6M2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED5,770,4365,553,529+216,907+4%$478.4M$520.0M+$41.6M2026-10-13
Mission Wealth Management, LP
DECREASED5,765,6477,536,277-1,770,630-23%$649.2M$519.5M-$129.6M2026-10-15
Waldron Private Wealth LLC
INCREASED4,503,1504,384,499+118,651+3%$377.7M$405.8M+$28.1M2026-11-02
Cullen T Bankers, Inc.
DECREASED4,122,5414,180,396-57,855-1%$360.1M$371.5M+$11.4M2026-10-28
Kestra Advisory Services, LLC
INCREASED3,950,5213,806,366+144,155+4%$327.9M$356.0M+$28.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED3,642,4653,704,637-62,172-2%$319.1M$328.2K-$318.8M2026-11-02
Assetmark, Inc
INCREASED3,610,0743,499,308+110,766+3%$301.4M$325.3M+$23.9M2026-10-21
Bell Bank
DECREASED3,511,2033,599,467-88,264-2%$310.1M$316.4M+$6.3M2026-10-21
Retirement Investment Advisors, Inc.
INCREASED3,388,8953,327,139+61,756+2%$286.6M$305.4M+$18.7M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED3,268,6522,974,350+294,302+10%$259.0M$297.5M+$38.5M2026-10-13
Brookstone Capital Management
INCREASED2,940,4252,655,293+285,132+11%$228.7M$265.0M+$36.2M2026-10-22
Avior Wealth Management, LLC
INCREASED2,830,7892,759,568+71,221+3%$237.6M$255.1M+$17.5M2026-10-13
Garde Capital, Inc.
INCREASED2,714,5162,670,986+43,530+2%$230.1M$244.6M+$14.5M2026-10-29
Woodmont Investment Counsel LLC
INCREASED2,563,2652,524,114+39,151+2%$217.4M$231.0M+$13.5M2026-10-29
Stephens Group Asset Management, LLC
DECREASED2,403,7602,460,865-57,105-2%$212.0M$216.6M+$4.6M2026-10-09
Creative Planning
INCREASED2,335,2302,251,293+83,937+4%$193.9M$210.4M+$16.5M2026-11-02
Everhart Financial Group, Inc.
INCREASED2,245,5032,069,696+175,807+8%$178.3M$202.3M+$24.1M2026-10-08
Japan Science & Technology Agency
UNCHANGED2,105,7182,105,71800%$181.4M$189.7M+$8.4M2026-10-16
Simon Quick Advisors, LLC
INCREASED2,042,7381,928,693+114,045+6%$166.1M$184.1M+$17.9M2026-10-26
Rezny Wealth Management, Inc.
DECREASED1,987,8741,993,744-5,8700%$171.7M$179.1M+$7.4M2026-10-15
RMR Wealth Builders
INCREASED1,876,7291,816,708+60,021+3%$156.5M$169.1M+$12.6M2026-10-22
Cornerstone Management, Inc.
DECREASED1,807,9631,994,250-186,287-9%$171.8M$162.9M-$8.9M2026-10-16
Fifth Third Bancorp
DECREASED1,775,8161,836,631-60,815-3%$158.2M$160.0M+$1.8M2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED1,676,4421,749,120-72,678-4%$150.7M$151.1M+$395.0K2026-10-21
White Lighthouse Investment Management Inc.
INCREASED1,622,5171,544,459+78,058+5%$133.0M$146.2M+$13.2M2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED1,529,8271,515,767+14,060+1%$130.6M$137.9M+$7.3M2026-10-16
Martel Wealth Advisors LLC
INCREASED1,476,8501,452,410+24,440+2%$125.1M$133.1M+$8.0M2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED1,472,2641,495,364-23,100-2%$128.8M$132.7M+$3.9M2026-10-20
Clark Asset Management, LLC
INCREASED1,470,5471,409,521+61,026+4%$121.4M$132.5M+$11.1M2026-10-19
Atria Investments, Inc
INCREASED1,443,4451,382,122+61,323+4%$119.1M$130.1M+$11.0M2026-10-15
Exchange Traded Concepts, LLC
INCREASED1,423,9461,330,946+93,000+7%$114.6M$128.3M+$13.7M2026-10-28
HCR Wealth Advisors
INCREASED1,408,7611,355,155+53,606+4%$116.7M$126.9M+$10.2M2026-10-15
71 West Capital Partners
DECREASED1,392,5431,407,442-14,899-1%$121.2M$125.5M+$4.2M2026-11-04
Brandywine OAK Private Wealth LLC
DECREASED1,381,2031,429,857-48,654-3%$123.2M$124.5M+$1.3M2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,328,4371,376,479-48,042-3%$118.6M$119.7M+$1.1M2026-10-20
EverSource Wealth Advisors, LLC
INCREASED1,305,1311,282,340+22,791+2%$110.5M$117.6M+$7.1M2026-11-04
Central Trust Co
DECREASED1,304,5611,330,069-25,508-2%$114.6M$117.6M+$3.0M2026-11-05
One Day In July LLC
INCREASED1,293,7641,268,563+25,201+2%$109.3M$116.6M+$7.3M2026-10-30
Pathway Financial Advisors LLC
INCREASED1,257,3471,199,589+57,758+5%$102.6M$113.3M+$10.7M2026-10-07
Balentine LLC
DECREASED1,248,7331,296,527-47,794-4%$111.7M$112.5M+$840.5K2026-11-03
Trust Co of Tennessee
DECREASED1,166,5001,194,201-27,701-2%$102.9M$105.1M+$2.2M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED1,140,7971,073,414+67,383+6%$92.5M$102.8M+$10.3M2026-10-16
Crane Advisory, LLC
INCREASED1,127,0481,113,696+13,352+1%$96.4M$103.8M+$7.4M2026-10-13
Parkway Wealth Management Group, LLC
DECREASED1,119,8991,141,794-21,895-2%$98.4M$100.9M+$2.6M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED1,115,2631,048,954+66,309+6%$90.4M$100.5M+$10.1M2026-10-30
Inspirion Wealth Advisors, LLC
INCREASED1,109,8201,052,890+56,930+5%$90.7M$100.0M+$9.3M2026-10-09
US Bancorp \de\
DECREASED1,063,9321,108,162-44,230-4%$95.5M$95.9M+$413.3K2026-11-05
Vise Technologies, Inc.
INCREASED1,061,819895,910+165,909+19%$77.2M$95.7M+$18.5M2026-10-29
Signaturefd, LLC
DECREASED996,7851,005,342-8,557-1%$86.6M$89.8M+$3.2M2026-10-23
Lido Advisors, LLC
INCREASED991,088880,459+110,629+13%$75.8M$89.3M+$13.5M2026-11-04
Warwick Investment Management, Inc.
INCREASED980,791629,625+351,166+56%$54.2M$88.4M+$34.1M2026-10-19
Thrivent Financial for Lutherans
INCREASED964,956755,825+209,131+28%$56.4M$87.2K-$56.3M2026-11-05
Florida Trust Wealth Management Co
DECREASED964,116964,154-380%$83.1M$86.9M+$3.8M2026-11-05
IFP Advisors, Inc
INCREASED962,543742,981+219,562+30%$64.0M$86.7M+$22.7M2026-10-16
Presilium Private Wealth, LLC
INCREASED960,527941,433+19,094+2%$81.1M$86.6M+$5.5M2026-10-26
Venture Visionary Partners LLC
INCREASED950,035929,025+21,010+2%$80.0M$85.6M+$5.6M2026-10-07
Howard Capital Management, LLC
DECREASED947,9071,027,145-79,238-8%$88.5M$85.4M-$3.1M2026-10-16
Chicago Partners Investment Group LLC
INCREASED940,387932,446+7,941+1%$78.1M$81.6M+$3.5M2026-10-27
Davenport & Co LLC
INCREASED932,539899,647+32,892+4%$77.5M$84.0M+$6.5M2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED886,790870,799+15,991+2%$75.0M$79.9M+$4.9M2026-10-14
Stevens Capital Partners
INCREASED874,081856,907+17,174+2%$73.8M$78.8M+$4.9M2026-10-29
Magnus Financial Group LLC
INCREASED868,719850,288+18,431+2%$73.2M$78.3M+$5.0M2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED852,708825,945+26,763+3%$71.1M$76.8M+$5.7M2026-10-14
Trust Co
INCREASED848,595800,723+47,872+6%$69.0M$76.5M+$7.5M2026-10-09
Brickley Wealth Management
INCREASED839,252835,687+3,565+0%$72.0M$75.6M+$3.6M2026-11-04
Affinity Capital Advisors, LLC
DECREASED824,903841,422-16,519-2%$72.9M$75.9M+$2.9M2026-10-13
Retirement Planning Group, LLC
DECREASED814,374817,700-3,3260%$70.4M$73.4M+$2.9M2026-10-19
Bokf, NA
DECREASED801,665853,996-52,331-6%$73.6M$72.2M-$1.3M2026-10-27
Sage Financial Group Inc
DECREASED797,668817,902-20,234-2%$70.5M$71.9M+$1.4M2026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED788,184739,754+48,430+7%$63.7M$71.0M+$7.3M2026-11-03
Nadler Financial Group, Inc.
DECREASED768,333783,592-15,259-2%$67.5M$69.2M+$1.7M2026-10-23
Strategic Blueprint, LLC
INCREASED760,500735,402+25,098+3%$63.3M$68.5M+$5.2M2026-10-22
Root Financial Partners, LLC
INCREASED760,301725,524+34,777+5%$62.5M$68.5M+$6.0M2026-10-21
Riversedge Advisors, LLC
INCREASED751,879188,068+563,811+300%$16.2M$67.8M+$51.6M2026-10-09
Apollon Wealth Management, LLC
INCREASED741,684223,377+518,307+232%$19.2M$66.8M+$47.6M2026-10-23
Connecticut Wealth Management, LLC
DECREASED735,067735,408-3410%$63.3M$66.2M+$2.9M2026-10-13
HB Wealth Management, LLC
INCREASED733,648557,703+175,945+32%$48.0M$66.1M+$18.1M2026-10-23
SP Asset Management LLC
DECREASED730,447733,495-3,0480%$63.2M$65.8M+$2.6M2026-11-05
Gleason Group, Inc.
DECREASED700,750777,251-76,501-10%$67.0M$63.1M-$3.8M2026-10-15
MBM Wealth Consultants, LLC
INCREASED689,170666,368+22,802+3%$57.4M$62.1M+$4.7M2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED682,616679,485+3,131+0%$58.5M$61.5M+$3.0M2026-10-15
Perigon Wealth Management, LLC
INCREASED682,502614,209+68,293+11%$52.9M$61.5M+$8.6M2026-10-22
GoalVest Advisory LLC
INCREASED659,467358,178+301,289+84%$30.9M$27.0M-$3.8M2026-10-02
J.W. Cole Advisors, Inc.
INCREASED657,837633,442+24,395+4%$54.6M$59.3M+$4.7M2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED655,515703,389-47,874-7%$60.6M$59.1M-$1.5M2026-10-29
Principle Wealth Partners LLC
DECREASED653,702732,355-78,653-11%$63.1M$58.9M-$4.2M2026-11-02
CFS Investment Advisory Services, LLC
DECREASED652,031652,189-1580%$55.8M$60.4M+$4.6M2026-10-19
VestGen Advisors, LLC
INCREASED637,704533,784+103,920+19%$46.0M$57.5M+$11.5M2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED632,294622,377+9,917+2%$53.6M$57.0M+$3.4M2026-11-05
TL Private Wealth
INCREASED628,179620,337+7,842+1%$53.3M$57.6M+$4.3M2026-10-13
First Horizon Corp
INCREASED621,798610,032+11,766+2%$52.5M$56.0M+$3.5M2026-10-26
Fee-Only Financial Planning, L.C.
DECREASED621,210629,499-8,289-1%$54.2M$56.0M+$1.8M2026-10-23
Old Mission Investment Co LLC
INCREASED621,069615,335+5,734+1%$53.0M$56.0M+$3.0M2026-10-22
Wealth Analytics Partners, LLC
DECREASED618,559630,086-11,527-2%$54.8M$55.7M+$946.1K2026-10-19
Rise Advisors, LLC
INCREASED613,226609,959+3,267+1%$52.5M$55.3M+$2.7M2026-10-16
Marino, Stram & Associates LLC
INCREASED613,034603,992+9,042+2%$52.0M$55.2M+$3.2M2026-10-22
Cornerstone Wealth Advisors, Inc.
DECREASED601,849611,057-9,208-2%$52.6M$54.2M+$1.6M2026-10-16
Dodds Wealth, LLC
DECREASED596,851600,150-3,299-1%$51.7M$53.8M+$2.1M2026-11-02
Mainsail Asset Management, LLC
INCREASED594,922592,078+2,844+0%$50.5M$55.1M+$4.6M2026-10-14
Jacobsen Capital Management
INCREASED580,412569,155+11,257+2%$49.0M$52.3M+$3.3M2026-10-27
Destiny Wealth Partners, LLC
INCREASED580,405513,656+66,749+13%$43.8M$48.8M+$5.0M2026-11-05
Strata Wealth Advisors, LLC
DECREASED579,840592,408-12,568-2%$51.0M$52.2M+$1.2M2026-10-16
Certified Advisory Corp
DECREASED576,162580,439-4,277-1%$50.0M$51.9M+$1.9M2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED572,559580,979-8,420-1%$50.0M$51.6M+$1.5M2026-10-16
First Pacific Financial
INCREASED570,310566,990+3,320+1%$48.8M$51.4M+$2.6M2026-10-14
GenWealth Group, Inc.
DECREASED568,487583,351-14,864-3%$50.2M$51.2M+$976.6K2026-10-16
Wolff Financial Management LLC
DECREASED563,563563,790-2270%$48.6M$50.8M+$2.2M2026-10-23
PFG Advisors
DECREASED562,678571,575-8,897-2%$49.2M$50.7M+$1.5M2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED555,179345,642+209,537+61%$29.3M$50.0M+$20.7M2026-10-13
Jnba Financial Advisors
DECREASED546,551581,566-35,015-6%$50.1M$49.2M-$846.4K2026-11-03
Joel Isaacson & Co., LLC
INCREASED546,096523,090+23,006+4%$45.1M$49.2M+$4.1M2026-11-05
MGO One Seven LLC
DECREASED541,016551,787-10,771-2%$47.5M$48.8M+$1.2M2026-10-28
Compound Planning, Inc.
DECREASED537,869544,731-6,862-1%$46.9M$48.5M+$1.5M2026-11-05
Fifth Third Securities, Inc.
INCREASED534,825491,538+43,287+9%$42.3M$48.2M+$5.9M2026-10-21
Eagle Strategies LLC
INCREASED532,226521,516+10,710+2%$44.9M$48.0M+$3.0M2026-10-16
Bishop & Co Investment Management, LLC
INCREASED531,069530,376+693+0%$45.7M$47.9M+$2.2M2026-11-05
Capital Wealth Management, LLC
INCREASED526,007518,759+7,248+1%$44.7M$47.4M+$2.7M2026-10-27
Scott Capital Advisors, LLC
INCREASED502,117500,282+1,835+0%$43.1M$46.4M+$3.3M2026-10-13
Newton One Investments LLC
DECREASED501,536505,882-4,346-1%$43.6M$45.2M+$1.6M2026-10-14
Anderson Hoagland & Co
INCREASED497,254445,408+51,846+12%$38.4M$43.3M+$5.0M2026-10-23
Lake Street Private Wealth, LLC
INCREASED488,083484,778+3,305+1%$41.8M$44.0M+$2.2M2026-10-22
Financial Advisory Partners, LLC
INCREASED474,022471,062+2,960+1%$40.6M$42.7M+$2.1M2026-10-23
Systelligence, LLC
INCREASED464,10751,691+412,416+798%$4.5M$20.0M+$15.6M2026-11-05
Legacies Wealth LLC
INCREASED461,352457,940+3,412+1%$39.4M$41.6M+$2.1M2026-11-02
Farther Finance Advisors, LLC
INCREASED458,271455,234+3,037+1%$39.2M$41.3M+$2.1M2026-10-08
Aire Advisors, LLC
INCREASED449,683447,120+2,563+1%$38.5M$40.5M+$2.0M2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED440,987428,848+12,139+3%$36.9M$39.7M+$2.8M2026-10-14
AdvisorNet Financial, Inc
INCREASED439,162395,280+43,882+11%$34.0M$39.5M+$5.4M2026-10-15
Apella Capital, LLC
DECREASED430,452447,495-17,043-4%$38.4M$39.8M+$1.4M2026-10-08
Websterrogers Financial Advisors, LLC
INCREASED428,954416,280+12,674+3%$35.9M$38.7M+$2.8M2026-11-02
Tritonpoint Wealth, LLC
INCREASED428,230426,520+1,710+0%$36.7M$38.6M+$1.8M2026-10-19
Arcadia Wealth Management, LLC
DECREASED427,993472,892-44,899-9%$40.7M$38.6M-$2.2M2026-10-22
Trust Co of the South
INCREASED422,674371,311+51,363+14%$32.0M$38.1M+$6.1M2026-10-21
Reap Financial Group, LLC
INCREASED421,150407,870+13,280+3%$35.1M$37.9M+$2.8M2026-11-02
Legacy Financial Group, Inc.
DECREASED420,986423,930-2,944-1%$36.5M$37.9M+$1.4M2026-10-21
Dagco, Inc.
INCREASED415,728397,557+18,171+5%$34.2M$37.5M+$3.2M2026-10-20
Opal Wealth Advisors, LLC
INCREASED411,1022,699+408,403+15132%$232.5K$37.0M+$36.8M2026-10-16
Cambridge Capital Management, LLC
INCREASED405,258405,103+155+0%$34.9M$36.5M+$1.6M2026-10-19
Meridian Wealth Management, LLC
INCREASED403,112399,284+3,828+1%$35.2M$37.1M+$1.9M2026-11-05
TD Private Client Wealth LLC
INCREASED400,017392,904+7,113+2%$33.8M$36.0M+$2.2M2026-10-28
Black Diamond Financial, LLC
DECREASED399,324401,654-2,330-1%$34.6M$36.0M+$1.4M2026-10-26
United Financial Planning Group LLC
INCREASED396,579385,232+11,347+3%$33.2M$35.7M+$2.5M2026-11-04
Prospera Financial Services Inc
DECREASED393,914399,200-5,286-1%$34.4M$33.5M-$880.4K2026-11-04
Cannon Financial Strategists, Inc.
DECREASED393,528395,858-2,330-1%$34.1M$35.5M+$1.4M2026-10-19
Parker Financial LLC
INCREASED393,471386,251+7,220+2%$33.3M$35.4M+$2.1M2026-11-05
Everett Harris & Co
DECREASED390,974391,833-8590%$33.8M$35.2M+$1.5M2026-10-28
Ellis Investment Partners, LLC
DECREASED386,342390,392-4,050-1%$33.6M$34.8M+$1.2M2026-10-21
R. W. Roge & Company, Inc.
DECREASED376,608377,056-4480%$32.5M$33.9K-$32.4M2026-11-04
Curran Financial Partners, LLC
INCREASED372,236338,321+33,915+10%$29.1M$33.5M+$4.4M2026-11-04
Beacon Financial Group
INCREASED366,866365,100+1,766+0%$31.4M$33.1M+$1.6M2026-10-19
Cutler Investment Counsel LLC
INCREASED362,036355,675+6,361+2%$30.6M$32.6M+$2.0M2026-10-28
Blankinship & Foster, LLC
DECREASED359,093378,149-19,056-5%$32.6M$32.4M-$215.9K2026-10-19
Nations Financial Group Inc,
DECREASED355,653364,203-8,550-2%$31.4M$32.0M+$675.5K2026-11-05
DeDora Capital, Inc.
INCREASED354,979353,822+1,157+0%$30.5M$32.0M+$1.5M2026-10-26
Veery Capital, LLC
INCREASED350,820347,008+3,812+1%$29.9M$31.6M+$1.7M2026-10-07
Clayton Financial Group LLC
INCREASED350,002347,445+2,557+1%$29.9M$31.5M+$1.6M2026-10-13
25 LLC
DECREASED349,532351,738-2,206-1%$30.3M$31.5M+$1.2M2026-10-13
BIP Wealth, LLC
INCREASED347,917314,734+33,183+11%$27.1M$31.4M+$4.2M2026-10-22
Dominguez Wealth Management Solutions, Inc.
INCREASED346,542342,303+4,239+1%$29.5M$31.2M+$1.7M2026-10-07
Hiley Hunt Wealth Management
INCREASED345,300338,573+6,727+2%$29.2M$31.1M+$2.0M2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED345,000248,000+97,000+39%$21.4M$31.1M+$9.7M2026-11-03
Creative Financial Designs Inc
INCREASED343,681335,461+8,220+2%$28.9M$31.0M+$2.1M2026-11-04
Citizens Financial Group Inc
INCREASED342,738298,384+44,354+15%$25.7M$30.9M+$5.2M2026-10-23
Beaumont Financial Advisors, LLC
DECREASED341,877343,561-1,6840%$29.6M$30.8M+$1.2M2026-10-22
Cora Capital Advisors LLC
DECREASED340,748346,628-5,880-2%$29.9M$30.7M+$846.3K2026-11-02
Towerpoint Wealth, LLC
DECREASED338,025360,346-22,321-6%$31.0M$30.5M-$580.8K2026-10-13
Taylor Financial Group, Inc.
INCREASED336,973331,273+5,700+2%$28.5M$30.4M+$1.8M2026-11-02
Flagship Wealth Advisors, LLC
INCREASED335,222332,342+2,880+1%$28.6M$30.2M+$1.6M2026-11-03
Krilogy Financial LLC
INCREASED334,752333,026+1,726+1%$28.7M$30.7M+$2.0M2026-10-13
Acorn Creek Capital LLC
INCREASED330,947326,037+4,910+2%$28.1M$29.8M+$1.7M2026-11-05
Oak Root LLC
UNCHANGED330,492330,49200%$28.5M$29.8M+$1.3M2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED327,457322,697+4,760+1%$27.8M$29.5M+$1.7M2026-11-04
Associated Banc-Corp
INCREASED321,814321,776+38+0%$27.7M$29.0M+$1.3M2026-10-30
Evergreen Capital Management LLC
INCREASED321,148319,999+1,149+0%$27.6M$28.9M+$1.4M2026-10-23
RFG Advisory, LLC
INCREASED317,476302,163+15,313+5%$26.0M$28.6M+$2.6M2026-11-03
Oppenheimer & Co Inc
INCREASED315,293313,372+1,921+1%$27.0M$28.4M+$1.4M2026-10-26
Advantage Trust Co
DECREASED312,819313,684-8650%$27.0M$28.2M+$1.2M2026-10-19
Prosperity Planning, Inc.
INCREASED303,709295,226+8,483+3%$25.4M$27.4M+$1.9M2026-10-09
Whitegate Investment Counselors, Inc.
DECREASED298,177299,579-1,4020%$25.8M$26.9M+$1.1M2026-11-02
Arista Wealth Management, LLC
UNCHANGED295,158295,15800%$25.4M$26.6M+$1.2M2026-10-29
Decker Wealth Management LLC
DECREASED293,985352,395-58,410-17%$30.4M$26.5M-$3.9M2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED291,579285,014+6,565+2%$24.6M$26.3M+$1.7M2026-10-29
Rochester Wealth Strategies, LLC
INCREASED291,484282,436+9,048+3%$24.3M$26.3M+$1.9M2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED291,113304,554-13,441-4%$26.2M$26.2M-$2.1K2026-10-13
Northstar Asset Management Co
INCREASED288,139283,849+4,290+2%$23.7M$25.8M+$2.1M2026-10-22
Stage Harbor Financial, LLC
INCREASED287,991284,550+3,441+1%$24.5M$26.0M+$1.4M2026-11-03
Berkshire Money Management, Inc.
DECREASED287,484288,061-5770%$24.8M$25.9M+$1.1M2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED286,959281,336+5,623+2%$24.2M$25.9M+$1.6M2026-11-03
CoreCap Advisors, LLC
DECREASED282,544288,211-5,667-2%$24.8M$25.5M+$633.6K2026-10-08
Beacon Capital Management, LLC
DECREASED280,582331,249-50,667-15%$28.5M$25.3M-$3.3M2026-10-23
Tenret Co LLC
NEW279,800—+279,800——$25.2M—2026-11-02
Peterson Wealth Services
INCREASED275,624275,181+443+0%$23.7M$24.8M+$1.1M2026-10-26
IVC Wealth Advisors LLC
DECREASED274,433274,451-180%$23.6M$24.7M+$1.1M2026-10-23
Moneco Advisors, LLC
DECREASED273,980279,062-5,082-2%$24.0M$24.7M+$650.0K2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED272,251188,051+84,200+45%$16.2M$24.5M+$8.3M2026-10-16
Brown Wealth Management, LLC
INCREASED271,841256,846+14,995+6%$22.1M$24.5M+$2.4M2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED270,848290,322-19,474-7%$25.0M$24.4M-$602.2K2026-10-09
Noble Family Wealth, LLC
DECREASED270,824276,518-5,694-2%$23.8M$24.4M+$584.7K2026-10-26
Sapient Capital LLC
DECREASED270,533272,971-2,438-1%$23.5M$24.4M+$864.0K2026-10-08
Midwest Trust Co
INCREASED269,147247,501+21,646+9%$21.3M$24.3M+$2.9M2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED266,179266,833-6540%$23.0M$24.0M+$1.0M2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED265,858266,088-2300%$22.9M$24.0M+$1.0M2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED265,808299,155-33,347-11%$25.8M$24.0M-$1.8M2026-11-05
Kennicott Capital Management LLC
INCREASED265,237264,765+472+0%$22.8M$23.9M+$1.1M2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED263,003263,714-7110%$22.7M$23.7M+$982.8K2026-10-13
Aries Wealth Management
INCREASED262,881260,784+2,097+1%$22.5M$23.7M+$1.2M2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED262,296256,738+5,558+2%$22.1M$23.6M+$1.5M2026-10-20
Roof Eidam Maycock Peralta, LLC
DECREASED259,739263,185-3,446-1%$22.7M$23.4M+$734.3K2026-10-15
Mayfair Advisory Group, LLC
INCREASED258,667249,138+9,529+4%$20.8M$23.3M+$2.5M2026-10-20
Gill Capital Partners, LLC
INCREASED258,278252,268+6,010+2%$21.7M$23.3M+$1.5M2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED257,017235,899+21,118+9%$20.3M$23.2M+$2.8M2026-10-27
Olistico Wealth, LLC
DECREASED253,2391,302,906-1,049,667-81%$21.8M$22.8M+$1.1M2026-10-05
Leeward Financial Partners, LLC
DECREASED252,638256,418-3,780-1%$22.1M$22.8M+$677.4K2026-10-23
Romano Brothers and Company
INCREASED252,276250,904+1,372+1%$21.6M$22.7M+$1.1M2026-10-22
Hohimer Wealth Management, LLC
INCREASED251,019244,770+6,249+3%$21.1M$22.6M+$1.5M2026-11-04
FC Advisory LLC
INCREASED249,139236,515+12,624+5%$20.4M$22.4M+$2.1M2026-10-05
Titleist Asset Management, LLC
INCREASED246,650227,726+18,924+8%$19.6M$22.2M+$2.6M2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
INCREASED245,264227,328+17,936+8%$19.6M$22.1M+$2.5M2026-10-28
Milestone Investment Advisors LLC
DECREASED245,087245,212-1250%$21.1M$22.1M+$962.2K2026-11-05
CPA Asset Management Group, LLC
INCREASED245,080221,397+23,683+11%$19.1M$22.1M+$3.0M2026-10-26
Aspire Private Capital, LLC
DECREASED244,147254,189-10,042-4%$21.9M$22.0M+$104.2K2026-11-05
Gemmer Asset Management LLC
INCREASED244,046242,586+1,460+1%$20.9M$22.0M+$1.1M2026-10-16
LVW Advisors, LLC
DECREASED243,456257,052-13,596-5%$22.1M$21.9M-$204.6K2026-10-19
VVR Holdings LLC
INCREASED241,669235,987+5,682+2%$20.3M$21.8M+$1.4M2026-10-19
Capital Investment Advisory Services, LLC
DECREASED240,596253,186-12,590-5%$21.8M$21.7M-$129.6K2026-10-30
Enclave Advisors LLC
DECREASED238,142244,578-6,436-3%$21.1M$21.5M+$391.0K2026-10-14
Sendero Wealth Management, LLC
INCREASED235,68279,175+156,507+198%$6.8M$21.2M+$14.4M2026-10-14
Rodgers & Associates, LTD
INCREASED235,468233,969+1,499+1%$20.2M$21.2M+$1.1M2026-10-20
Heartwood Wealth Advisors LLC
DECREASED234,148234,644-4960%$20.2M$21.1M+$886.8K2026-10-05
Facet Wealth, Inc.
INCREASED229,089222,105+6,984+3%$19.1M$20.6M+$1.5M2026-11-04
Topel & Distasi Wealth Management, LLC
DECREASED228,673233,543-4,870-2%$20.1M$20.6M+$488.3K2026-11-05
GW Henssler & Associates LTD
INCREASED226,390206,558+19,832+10%$17.8M$20.4M+$2.6M2026-10-26
PCA Investment Advisory Services Inc.
DECREASED223,959224,766-8070%$19.4M$20.2M+$819.6K2026-10-13
Go Invest LLC
INCREASED223,813215,780+8,033+4%$18.6M$20.2M+$1.6M2026-10-09
Novem Group
DECREASED221,596227,982-6,386-3%$19.6M$20.0M+$329.6K2026-10-19
Copper Harbor Investment Advisors, LLC
INCREASED218,259205,074+13,185+6%$17.7M$19.7M+$2.0M2026-10-16
Regions Financial Corp
INCREASED217,816213,002+4,814+2%$18.3M$19.6M+$1.3M2026-11-05
FWG Investments, Llc.
INCREASED215,690194,010+21,680+11%$16.7M$19.4M+$2.7M2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED215,478216,078-6000%$18.6M$19.4M+$803.8K2026-10-19
Howard Wealth Management, LLC
INCREASED215,280214,780+500+0%$18.5M$19.4M+$897.7K2026-10-28
Kathmere Capital Management, LLC
INCREASED213,831213,164+667+0%$18.4M$19.3M+$906.3K2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED211,983234,304-22,321-10%$20.2M$19.1M-$1.1M2026-10-16
Third View Private Wealth, LLC
INCREASED211,735198,544+13,191+7%$17.1M$19.1M+$2.0M2026-10-30
Prosperity Advisers, LLC
INCREASED206,828196,317+10,511+5%$16.9M$18.6M+$1.7M2026-10-28
Junk Investment Group, LLC
INCREASED206,425189,871+16,554+9%$16.4M$18.6M+$2.2M2026-10-19
Thayer Financial, L.L.C.
INCREASED206,118204,557+1,561+1%$17.6M$18.6M+$977.5K2026-10-21
Clark Financial Services Group Inc
DECREASED204,475204,753-2780%$17.6M$18.4M+$787.8K2026-10-19
Archford Capital Strategies, LLC
DECREASED200,180201,727-1,547-1%$17.4M$18.0M+$661.4K2026-10-19
Salomon & Ludwin, LLC
DECREASED200,147201,162-1,0150%$17.3M$18.0M+$711.3K2026-10-29
Blueline Advisors LLC
DECREASED199,042202,400-3,358-2%$17.4M$17.9M+$500.9K2026-10-15
Ddfg, Inc
DECREASED198,976201,735-2,759-1%$17.4M$17.9M+$552.3K2026-10-15
Kendall Capital Management
INCREASED198,843192,258+6,585+3%$16.6M$17.9M+$1.4M2026-10-23
Thrive Wealth Management, LLC
INCREASED198,591193,880+4,711+2%$16.7M$17.9M+$1.2M2026-10-13
Independent Financial Group, LLC
DECREASED198,179201,898-3,719-2%$17.4M$17.9M+$466.4K2026-10-13
MCF Advisors LLC
DECREASED196,876197,185-3090%$17.0M$17.7M+$755.0K2026-10-28
Oak Harvest Investment Services
DECREASED195,418198,125-2,707-1%$17.1M$17.6M+$542.7K2026-10-20
First Heartland Consultants, Inc.
DECREASED195,174202,854-7,680-4%$17.5M$17.6M+$113.3K2026-10-08
Harbor Investment Advisory, LLC
DECREASED194,540202,475-7,935-4%$17.4M$17.5M+$88.7K2026-10-13
Safir Wealth Advisors, LLC
INCREASED194,442192,377+2,065+1%$16.6M$17.5M+$949.8K2026-10-16
Beirne Wealth Consulting Services, LLC
DECREASED193,698193,821-1230%$16.7M$17.5M+$758.4K2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED192,973240,623-47,650-20%$20.7M$17.4M-$3.3M2026-10-16
Watershed Private Wealth LLC
INCREASED192,365182,632+9,733+5%$15.7M$17.3M+$1.6M2026-10-30
Fonville Wealth Management LLC
INCREASED192,068175,047+17,021+10%$15.1M$17.3M+$2.2M2026-10-28
Founders Financial Securities LLC
DECREASED190,203263,753-73,550-28%$22.7M$17.1M-$5.6M2026-10-28
Uptown Financial Advisors LLC
INCREASED189,861186,647+3,214+2%$16.1M$17.1M+$1.0M2026-10-15
XY Planning Network, Inc.
INCREASED189,422178,651+10,771+6%$15.4M$17.1M+$1.7M2026-10-14
Fusion Capital, LLC
INCREASED188,156184,020+4,136+2%$15.9M$17.0M+$1.1M2026-10-28
Integral Investment Advisors, Inc.
DECREASED188,091189,663-1,572-1%$16.3M$16.9M+$611.3K2026-11-03
Kraft, Davis & Associates, LLC
INCREASED185,979182,148+3,831+2%$15.6M$16.6M+$951.4K2026-10-21
Five Pine Wealth Management
DECREASED185,624190,059-4,435-2%$16.4M$16.7M+$354.9K2026-10-20
Trek Financial, LLC
DECREASED184,789407,437-222,648-55%$35.1M$16.7M-$18.4M2026-10-29
Procyon Advisors, LLC
INCREASED183,938175,070+8,868+5%$15.1M$16.6M+$1.5M2026-10-21
BLB&B Advisors, LLC
INCREASED183,456180,589+2,867+2%$15.6M$16.5M+$975.3K2026-10-27
Brighton Securities Corp.
INCREASED181,731169,576+12,155+7%$14.6M$16.4M+$1.8M2026-10-08
Carolina Wealth Management Inc
DECREASED181,622182,999-1,377-1%$15.8M$16.4M+$602.4K2026-10-29
Robinswood Financial LLC
DECREASED181,272195,103-13,831-7%$16.8M$16.1M-$705.6K2026-10-20
SWP Financial LLC
DECREASED181,215182,247-1,032-1%$15.7M$16.3M+$630.5K2026-10-23
Summit Wealth Group LLC / Co
INCREASED178,552176,373+2,179+1%$15.2M$16.1M+$896.6K2026-10-29
NWF Advisory Services Inc.
INCREASED178,123174,428+3,695+2%$15.0M$16.1M+$1.0M2026-10-19
Shrier Wealth Management, LLC
INCREASED176,654174,311+2,343+1%$15.0M$15.9M+$903.1K2026-10-20
First Premier Bank
INCREASED176,619171,741+4,878+3%$14.8K$15.9K+$1.1K2026-10-13
Verdence Capital Advisors LLC
INCREASED173,764137,092+36,672+27%$11.8M$15.7M+$3.8M2026-10-26
Level Financial Advisors
DECREASED173,066176,907-3,841-2%$15.2M$15.6M+$356.2K2026-10-13
Avion Wealth
INCREASED172,302165,513+6,789+4%$14.3M$15.5K-$14.2M2026-11-04
Capital Advisors, Ltd. LLC
DECREASED169,853170,265-4120%$14.7K$15.3K+$6382026-10-27
Hubbell Strickland Wealth Management, LLC
DECREASED167,574168,070-4960%$14.5M$15.1M+$622.5K2026-10-29
Koshinski Asset Management, Inc.
INCREASED165,531162,373+3,158+2%$14.0M$14.9M+$929.2K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED165,045163,899+1,146+1%$14.1M$14.9M+$754.0K2026-10-26
Financial Life Advisors
INCREASED164,076163,801+275+0%$14.1M$14.8M+$675.1K2026-10-14
Elevated Capital Advisors, LLC
INCREASED162,315155,917+6,398+4%$13.4M$14.6M+$1.2M2026-11-04
Cranbrook Wealth Management, LLC
DECREASED161,109163,924-2,815-2%$14.1M$14.5M+$397.1K2026-10-28
Ironsides Asset Advisors, LLC
UNCHANGED159,372159,37200%$13.7M$14.4M+$632.7K2026-10-20
Visionary Wealth Advisors
INCREASED159,143155,148+3,995+3%$13.4M$14.3M+$975.9K2026-11-04
Smith Partners Wealth Management, LLC
INCREASED158,311153,091+5,220+3%$13.2M$14.3M+$1.1M2026-11-05
Mechanics Bank Trust Department
DECREASED157,714159,501-1,787-1%$13.7M$14.2M+$472.2K2026-10-13
Thrive Capital Management, LLC
DECREASED157,541173,800-16,259-9%$15.0M$14.2M-$775.1K2026-10-28
West Bancorporation Inc
INCREASED157,335129,076+28,259+22%$11.1M$14.2M+$3.1M2026-10-29
Mustard Seed Financial, LLC
INCREASED157,184152,815+4,369+3%$13.2M$14.2M+$1.0M2026-10-30
Angeles Wealth Management, LLC
DECREASED155,516156,149-6330%$13.5M$14.0M+$562.9K2026-10-26
Intergy Private Wealth, LLC
INCREASED154,141146,830+7,311+5%$12.6M$13.9M+$1.2M2026-10-16
Ritholtz Wealth Management
INCREASED153,158149,593+3,565+2%$12.9M$13.8M+$915.1K2026-11-05
Segment Wealth Management, LLC
UNCHANGED152,766152,76600%$13.2M$13.8M+$606.5K2026-10-26
Parallel Advisors, LLC
INCREASED152,678148,462+4,216+3%$12.8M$13.8M+$969.2K2026-11-03
Sage Mountain Advisors LLC
UNCHANGED151,254151,25400%$13.0M$13.6M+$600.5K2026-11-02
CWS Financial Advisors, LLC
DECREASED149,447150,746-1,299-1%$13.0M$13.5M+$481.4K2026-10-16
Hurlow Wealth Management Group, Inc.
DECREASED148,963149,351-3880%$12.9M$13.4M+$558.0K2026-10-29
Mosley Wealth Management
INCREASED147,632137,968+9,664+7%$11.9M$13.3M+$1.4M2026-10-16
Register Financial Advisors LLC
INCREASED147,361141,812+5,549+4%$12.2M$13.3M+$1.1M2026-10-23
Veratis Advisors, Inc.
DECREASED147,133149,325-2,192-1%$12.9M$13.3M+$395.3K2026-11-03
Kure Advisory, LLC
INCREASED146,464143,995+2,469+2%$12.4M$13.2M+$794.1K2026-10-08
HUB Investment Partners, LLC
INCREASED145,938142,973+2,965+2%$12.3M$13.2M+$834.8K2026-11-03
Integrity Alliance, Llc.
INCREASED144,821143,416+1,405+1%$12.4M$13.0M+$696.0K2026-10-29
Sightline Wealth Advisors, LLC
DECREASED144,087146,349-2,262-2%$12.6M$13.0M+$377.1K2026-10-21
Cassilly Financial Group LLC
INCREASED144,016142,884+1,132+1%$12.3M$13.0M+$669.2K2026-10-07
Nfsg Corp
INCREASED143,995138,246+5,749+4%$11.9M$13.0M+$1.1M2026-10-15
Crown Wealth Group, LLC
INCREASED143,459137,152+6,307+5%$11.8M$12.9M+$1.1M2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED143,275151,896-8,621-6%$13.1M$12.9M-$173.8K2026-10-19
Bath Savings Trust Co
INCREASED142,687138,998+3,689+3%$12.0M$12.9M+$884.2K2026-10-07
Marathon Wealth Advisors LLC
INCREASED141,857129,706+12,151+9%$11.2M$12.8M+$1.6M2026-11-04
Financial Insights, Inc.
DECREASED141,748149,643-7,895-5%$12.9M$12.8M-$117.3K2026-10-27
Pinion Investment Advisors, LLC
DECREASED141,066171,347-30,281-18%$14.8M$12.7M-$2.0M2026-11-04
Partners Wealth Management, LLC
NEW140,197—+140,197——$12.6M—2026-10-28
TritonPoint Partners, LLC
DECREASED139,108435,067-295,959-68%$37.5M$12.5M-$24.9M2026-11-05
Brighton Jones LLC
INCREASED138,596121,265+17,331+14%$10.4M$12.5M+$2.0M2026-11-03
Rinkey Investments
INCREASED138,520123,408+15,112+12%$10.6M$12.5M+$1.9M2026-10-28
Nabity-Jensen Investment Management Inc
DECREASED138,111141,437-3,326-2%$12.2M$12.4M+$261.8K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED137,862133,697+4,165+3%$11.5M$12.4M+$906.1K2026-11-04
SAX Wealth Advisors, LLC
INCREASED137,81724,337+113,480+466%$10.6M$12.4M+$1.8M2026-10-13
Capital Investment Advisors, LLC
INCREASED136,738106,204+30,534+29%$9.1M$12.3M+$3.2M2026-10-22
Park Avenue Securities LLC
DECREASED136,614147,710-11,096-8%$12.7M$12.3K-$12.7M2026-10-26
Alpine Bank Wealth Management
DECREASED135,884140,045-4,161-3%$12.1M$12.2M+$181.0K2026-10-16
GLR Partners, LLC
DECREASED134,785137,744-2,959-2%$11.9M$12.1M+$280.2K2026-11-04
Markowski Investments
DECREASED134,730141,952-7,222-5%$12.2M$12.1M-$87.3K2026-10-30
Royal Fund Management, LLC
INCREASED133,879128,571+5,308+4%$11.1M$12.1M+$988.7K2026-10-22
ERn Financial, LLC
INCREASED132,678132,586+92+0%$11.4M$12.0M+$534.7K2026-10-28
Wedbush Securities Inc
INCREASED132,254110,542+21,712+20%$9.5M$11.9K-$9.5M2026-10-22
Winthrop Advisory Group LLC
DECREASED131,306132,088-782-1%$11.4M$11.8M+$454.0K2026-10-22
Madison Park Capital Advisors, LLC
INCREASED131,300122,053+9,247+8%$10.5M$11.8M+$1.3M2026-10-28
Quaker Wealth Management, LLC
INCREASED130,393125,381+5,012+4%$10.8M$11.7M+$949.3K2026-10-22
Wesbanco Bank Inc
DECREASED130,016137,467-7,451-5%$11.8M$11.7M-$125.7K2026-11-04
LifeGoal Investments, LLC
INCREASED129,215124,701+4,514+4%$10.7M$11.6M+$901.8K2026-10-09
Crusonia Wealth Advisors LLC
INCREASED128,771117,588+11,183+10%$10.1M$11.6M+$1.5M2026-10-26
GSG Advisors LLC
INCREASED127,452119,726+7,726+6%$10.3M$11.5M+$1.2M2026-11-03
Freedom Financial Partners LLC
INCREASED127,131124,928+2,203+2%$10.8M$11.5M+$694.5K2026-10-19
Woodside Wealth Management LLC
INCREASED127,031126,264+767+1%$10.9M$11.4M+$570.3K2026-10-16
Emergent Wealth Advisors, LLC
INCREASED126,572121,249+5,323+4%$10.5M$11.4M+$894.1K2026-10-09
First United Bank & Trust
DECREASED126,146129,468-3,322-3%$11.2M$11.4M+$214.6K2026-10-22
Capital Planning LLC
INCREASED126,005119,984+6,021+5%$10.3M$11.4M+$1.0M2026-10-09
GoalFusion Wealth Management, LLC
INCREASED125,237122,463+2,774+2%$10.5M$11.3M+$736.1K2026-10-06
Americana Partners, LLC
DECREASED124,564125,740-1,176-1%$10.8M$11.2M+$393.1K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED123,894108,216+15,678+14%$9.3M$11.2M+$1.8M2026-10-27
Vaquero Private Wealth, LTD
DECREASED123,322134,616-11,294-8%$11.6M$11.1M-$483.3K2026-10-27
Washington Trust Advisors, Inc.
DECREASED122,879124,346-1,467-1%$10.7M$11.1M+$361.5K2026-10-22
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED122,800117,999+4,801+4%$10.1M$10.9M+$778.6K2026-10-21
Valeo Financial Advisors, LLC
INCREASED122,555122,056+499+0%$10.5M$11.0M+$529.5K2026-10-08
Cornerstone Wealth Group, LLC
INCREASED121,729115,092+6,637+6%$9.9M$11.0M+$1.1M2026-11-02
Latigo Investments, LLC
UNCHANGED121,050121,05000%$10.4M$10.9M+$480.6K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED120,600113,493+7,107+6%$9.8M$10.9M+$1.1M2026-10-08
Triad Wealth Partners, LLC
INCREASED118,422112,192+6,230+6%$9.8M$10.7M+$901.4K2026-10-26
Main Line Retirement Advisors, LLC
INCREASED118,401112,089+6,312+6%$9.7M$10.7M+$1.0M2026-10-14
Blueprint Investment Partners LLC
INCREASED115,763103,190+12,573+12%$8.9M$10.4M+$1.5M2026-10-28
Aspen Wealth Management LLC
INCREASED115,707115,233+474+0%$9.9M$10.4M+$500.2K2026-10-14
St. Louis Trust Co
DECREASED115,102116,477-1,375-1%$18.6M$10.4M-$8.2M2026-11-03
Guidance Capital, Inc
INCREASED114,831112,898+1,933+2%$9.8M$9.6M-$123.2K2026-11-03
Primoris Wealth Advisors, LLC
INCREASED114,666112,573+2,093+2%$9.7M$10.4M+$659.0K2026-10-28
Agate Pass Investment Management, LLC
INCREASED113,974113,467+507+0%$9.8M$10.3M+$496.2K2026-10-20
GC Wealth Management RIA, LLC
DECREASED112,557125,613-13,056-10%$10.8M$10.1M-$677.8K2026-11-02
Diversified Portfolios, Inc.
DECREASED112,269112,600-3310%$9.7M$10.1M+$417.2K2026-11-04
Capital Management Associates, Inc
INCREASED112,242108,116+4,126+4%$9.3M$10.1M+$801.0K2026-10-20
Csenge Advisory Group
INCREASED112,166111,427+739+1%$9.6M$10.1M+$509.0K2026-11-04
Acropolis Investment Management, LLC
DECREASED111,886122,866-10,980-9%$10.6M$10.1M-$501.7K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED111,455105,700+5,755+5%$9.1M$10.0M+$938.2K2026-10-21
Indivisible Partners
INCREASED111,02996,151+14,878+15%$8.3M$10.0M+$1.7M2026-10-26
Apex Wealth Management, LLC
DECREASED110,739115,103-4,364-4%$9.9M$10.0M+$63.7K2026-10-20
Parkside Financial Bank & Trust
DECREASED110,313116,412-6,099-5%$10.0M$9.9M-$87.5K2026-10-27
Uptick Partners, LLC
DECREASED109,744110,420-676-1%$9.5M$9.9M+$377.4K2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED109,040110,871-1,831-2%$9.6M$9.8M+$275.2K2026-10-22
Sowell Financial Services LLC
DECREASED108,598123,734-15,136-12%$10.7M$9.8M-$872.7K2026-10-23
Laurel Wealth Advisors LLC
DECREASED106,491109,273-2,782-3%$9.4M$9.6M+$183.1K2026-10-27
StoneX Group Inc.
DECREASED106,475116,973-10,498-9%$10.1M$9.6M-$481.6K2026-11-03
M Holdings Securities, Inc.
NEW105,699—+105,699——$9.0K—2026-11-03
Element Pointe Advisors, LLC
INCREASED105,694103,752+1,942+2%$8.9M$9.5M+$586.9K2026-10-21
Cumberland Advisors Inc
DECREASED105,188106,358-1,170-1%$9.2M$9.5M+$316.8K2026-10-30
Trust Co of Toledo NA
INCREASED104,68289,822+14,860+17%$7.7M$9.4M+$1.7M2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED104,643105,153-5100%$9.1M$9.4M+$371.5K2026-10-16
Angeles Investment Advisors, LLC
INCREASED104,37369,537+34,836+50%$6.0M$9.4M+$3.4M2026-10-22
Clarus Wealth Advisors
INCREASED103,673101,757+1,916+2%$8.8M$9.5M+$784.8K2026-10-13
Emerald Advisors, LLC
INCREASED102,881101,551+1,330+1%$8.7M$9.3M+$523.0K2026-10-13
Spire Wealth Management
DECREASED102,849108,463-5,614-5%$9.3M$9.3M-$75.2K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED102,776100,063+2,713+3%$8.6M$9.3M+$641.7K2026-10-23
Churchill Financial Advisors, LLC
INCREASED102,74294,273+8,469+9%$8.1M$9.3M+$1.1M2026-10-20
Fiduciary Alliance LLC
DECREASED102,161105,286-3,125-3%$9.1M$9.2M+$136.4K2026-10-13
Tower View Wealth Management LLC
DECREASED101,129107,710-6,581-6%$9.3M$9.1M-$165.4K2026-10-23
MidAtlantic Capital Management, Inc.
DECREASED100,967108,385-7,418-7%$9.3M$9.1M-$238.1K2026-11-05
Asset Advisory Group, Inc.
DECREASED100,903101,152-2490%$8.7M$9.1M+$379.0K2026-10-20
Weinberger Asset Management, Inc
INCREASED100,39899,821+577+1%$8.5M$9.0M+$542.1K2026-10-28
MSH Capital Advisors LLC
DECREASED100,262100,333-710%$8.6M$9.0M+$391.9K2026-11-03
Scott & Selber, Inc.
INCREASED100,213100,115+98+0%$8.6M$9.0M+$406.3K2026-10-21
Ascentis Independent Advisors
INCREASED100,211306+99,905+32649%$26.4K$9.0M+$9.0M2026-11-03
Sigma Planning Corp
DECREASED99,694120,138-20,444-17%$10.3M$9.6M-$764.0K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED99,67042,784+56,886+133%$3.7M$9.0M+$5.3M2026-10-22
Krane Financial Solutions LLC
INCREASED98,63298,099+533+1%$8.5M$8.9M+$437.5K2026-10-30
Valpey Financial Services, LLC
INCREASED98,52698,356+170+0%$8.5M$8.9M+$405.8K2026-10-30
Wedmont Private Capital
INCREASED98,40487,738+10,666+12%$7.7M$9.0M+$1.3M2026-10-09
Defined Wealth Management, LLC
INCREASED97,56296,817+745+1%$8.3M$8.8M+$451.4K2026-10-19
Great Diamond Partners, LLC
DECREASED96,89697,960-1,064-1%$8.4M$8.7M+$293.0K2026-10-13
Eclectic Associates Inc
DECREASED96,13497,031-897-1%$8.4M$8.7M+$305.2K2026-10-09
Rolek Wealth Management LLC
DECREASED95,93096,226-2960%$8.3M$8.6M+$355.4K2026-10-21
City State Bank
INCREASED94,90180,286+14,615+18%$6.9M$8.6M+$1.6M2026-10-20
Platform Technology Partners
INCREASED94,21685,543+8,673+10%$7.4M$8.5M+$1.1M2026-11-02
Cdkv Holdings LLC
DECREASED93,60493,885-2810%$8.1M$8.4M+$347.4K2026-10-28
LongView Wealth Management
INCREASED92,48792,435+52+0%$8.0M$8.3M+$371.6K2026-10-19
High Net Worth Advisory Group LLC
DECREASED92,12092,831-711-1%$8.0M$8.3M+$304.5K2026-10-26
Cypress Capital, LLC
INCREASED91,9142,436+89,478+3673%$209.8K$8.3M+$8.1M2026-10-20
Infinity Wealth Counsel, LLC
INCREASED91,79289,937+1,855+2%$7.7M$8.3M+$524.2K2026-10-15
Elevation Capital Advisory, LLC
DECREASED90,52094,735-4,215-4%$8.2M$8.2M-$3.7K2026-10-29
Kassira Wealth Management LLC
DECREASED90,353100,490-10,137-10%$8.7M$8.1M-$514.5K2026-10-28
Cohen Klingenstein LLC
INCREASED90,32989,959+370+0%$7.7M$8.1M+$390.5K2026-10-15
SBI Securities Co., Ltd.
DECREASED90,21791,936-1,719-2%$7.9M$8.1M+$210.1K2026-10-22
Councilor Wealth, LLC
INCREASED90,08185,084+4,997+6%$7.3M$8.1M+$788.0K2026-10-09
Security Financial Services, Inc.
DECREASED90,02191,666-1,645-2%$7.9M$8.1M+$215.6K2026-10-29
Diversified Enterprises, LLC
INCREASED89,54387,186+2,357+3%$7.5M$8.1M+$558.5K2026-10-19
Park National Corp
DECREASED89,51695,378-5,862-6%$8.2M$8.1M-$149.5K2026-10-05
55 North Private Wealth, LLC
INCREASED89,35487,168+2,186+3%$7.5M$8.1M+$543.0K2026-10-20
Nestegg Advisors, Inc.
INCREASED88,59184,922+3,669+4%$7.3M$8.0M+$667.8K2026-10-21
Blueprint Financial Advisors LLC
INCREASED88,35275,237+13,115+17%$6.5M$8.0M+$1.5M2026-10-28
Revolve Wealth Partners, LLC
DECREASED87,87389,754-1,881-2%$7.7M$7.9M+$186.8K2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED87,63996,003-8,364-9%$8.3M$7.9M-$372.6K2026-10-14
Compass Planning Associates Inc
INCREASED87,54483,390+4,154+5%$7.2M$7.9M+$705.5K2026-10-13
Ted Buchan & Co
DECREASED86,35390,120-3,767-4%$7.8M$7.8M+$18.3K2026-10-23
Rossby Financial, LCC
INCREASED86,33262,505+23,827+38%$6.0M$7.8M+$1.8M2026-11-05
Winthrop Capital Management, LLC
INCREASED84,17683,029+1,147+1%$7.2M$7.6M+$433.1K2026-11-05
Insight Advisors, LLC/ PA
INCREASED83,86583,599+266+0%$7.2M$7.6M+$355.8K2026-10-22
Journey Beyond Wealth, LLC
DECREASED83,18183,500-3190%$7.2M$7.5M+$302.8K2026-11-04
Foronjy Financial LLC
INCREASED83,03475,172+7,862+10%$6.5M$7.5M+$1.0M2026-10-14
Stone Summit Wealth LLC
DECREASED82,46085,760-3,300-4%$7.4M$7.4M+$43.1K2026-10-14
Focus Financial Network, Inc.
INCREASED82,20479,877+2,327+3%$6.9M$7.4M+$526.8K2026-10-14
Greenspring Advisors, LLC
INCREASED82,20241,179+41,023+100%$3.5M$7.4M+$3.9M2026-11-05
Yoder Wealth Management, Inc.
DECREASED82,13983,698-1,559-2%$7.2M$7.4M+$191.5K2026-10-13
Ironwood Financial, llc
INCREASED81,94373,582+8,361+11%$6.3M$7.4M+$1.0M2026-10-20
United Community Bank
INCREASED81,67371,958+9,715+14%$6.2M$7.4M+$1.2M2026-10-28
Richardson Financial Services Inc.
DECREASED81,52683,175-1,649-2%$7.2M$7.3M+$181.6K2026-10-30
LightSquare Wealth Management, LLC
DECREASED79,72686,142-6,416-7%$7.4M$7.2M-$236.1K2026-11-03
Manuka Financial, LLC
DECREASED79,33079,676-3460%$6.9M$7.1M+$256.3K2026-10-16
B&D White Capital Company, LLC
DECREASED79,287123,821-44,534-36%$10.7M$7.1M-$3.5M2026-11-02
John W. Brooker & Co., CPAs
INCREASED78,70270,597+8,105+11%$6.1M$7.1M+$1.0M2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED78,34877,049+1,299+2%$6.6M$7.1M+$423.6K2026-10-14
AlphaCore Capital LLC
INCREASED77,65972,911+4,748+7%$6.3M$7.0M+$717.3K2026-11-04
Quadcap Wealth Management, LLC
INCREASED77,49577,280+215+0%$6.7M$7.0M+$326.1K2026-11-02
Hengehold Capital Management LLC
DECREASED76,96978,626-1,657-2%$6.8M$6.9M+$162.8K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED76,47470,973+5,501+8%$6.1M$6.9M+$839.2K2026-11-02
Kuhn & Co Investment Counsel
INCREASED76,09574,024+2,071+3%$6.4M$6.9M+$480.5K2026-10-29
Mezzasalma Advisors, LLC
INCREASED75,63370,532+5,101+7%$5.0M$5.5M+$438.7K2026-10-14
Prospera Capital Management, LLC
INCREASED75,37473,847+1,527+2%$6.4M$6.8M+$390.9K2026-10-19
Fulcrum Capital LLC
INCREASED75,22673,069+2,157+3%$6.3M$6.8M+$484.4K2026-10-15
Davidson Trust Co
DECREASED75,13975,169-300%$6.5M$6.8M+$296.2K2026-10-09
Vicus Capital
DECREASED75,10385,473-10,370-12%$7.4M$6.8M-$595.1K2026-11-05
Compton Wealth Advisory Group, LLC
DECREASED74,93778,136-3,199-4%$6.7M$6.8M+$28.7K2026-10-13
Carnegie Investment Counsel
DECREASED74,78475,683-899-1%$6.5M$6.7M+$219.5K2026-10-20
Idaho Trust Co
INCREASED74,52167,097+7,424+11%$5.8M$6.7M+$935.3K2026-11-04
Lodestar Private Asset Management LLC
INCREASED73,84957,009+16,840+30%$4.9M$6.7M+$1.7M2026-10-26
FF Advisors,LLC
DECREASED73,72873,932-2040%$6.4M$6.6M+$275.1K2026-10-21
GFS Advisors, LLC
DECREASED73,33376,287-2,954-4%$4.4M$6.6M+$2.2M2026-11-03
Bluedoor Private Wealth, LLC
UNCHANGED72,87072,87000%$6.3M$6.6M+$289.3K2026-11-05
Valen Private Capital, LLC
NEW72,272—+72,272——$6.5M—2026-10-23
Roman Butler Fullerton & Co
DECREASED72,10772,453-3460%$6.2M$6.4M+$162.7K2026-10-27
Barrett & Company, Inc.
INCREASED71,96871,941+27+0%$6.2M$6.5M+$288.1K2026-10-22
United Advisor Group, LLC
INCREASED71,50469,917+1,587+2%$6.0M$6.4M+$420.6K2026-11-03
BCS Wealth Management
DECREASED71,22173,543-2,322-3%$6.3M$6.4M+$82.7K2026-11-03
Fjell Capital, LLC
INCREASED70,97029,007+41,963+145%$2.5M$6.4M+$3.9M2026-10-13
Family CFO Inc
UNCHANGED70,94870,94800%$6.1M$6.4M+$281.7K2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED70,83969,661+1,178+2%$6.0M$6.4M+$382.7K2026-10-23
Blue Trust, Inc.
DECREASED69,75873,025-3,267-4%$6.3M$6.3M-$4.5K2026-10-15
WBH Advisory Inc
INCREASED69,75262,074+7,678+12%$5.3M$6.3M+$938.3K2026-11-05
Absolute Capital Management, LLC
INCREASED69,53758,378+11,159+19%$5.0M$6.3M+$1.2M2026-10-16
Arsenal Capital Advisors LLC
INCREASED69,22067,088+2,132+3%$5.8M$6.2M+$458.4K2026-11-02
Schear Investment Advisers, LLC
NEW69,166—+69,166——$6.2M—2026-10-14
Tempo Wealth, LLC
DECREASED69,16670,273-1,107-2%$6.1M$6.2M+$179.2K2026-10-14
Gilliland Jeter Wealth Management LLC
DECREASED68,80768,918-1110%$5.9M$6.2M+$263.6K2026-10-28
Leo Wealth, LLC
NEW68,757—+68,757——$6.2M—2026-10-26
Culbertson A N & Co Inc
DECREASED68,66171,325-2,664-4%$6.1M$6.2M+$43.1K2026-10-21
Keybank National Association
DECREASED68,36770,811-2,444-3%$6.1M$6.2M+$60.9K2026-11-04
EnRich Financial Partners LLC
DECREASED67,98668,670-684-1%$5.9M$6.1M+$210.9K2026-10-21
Equitable Trust Co
INCREASED67,63567,161+474+1%$5.8M$6.1M+$309.3K2026-10-13
Finward Bancorp
DECREASED67,14870,778-3,630-5%$6.1M$6.1M-$46.1K2026-10-14
Acorn Financial Advisory Services Inc
INCREASED67,04266,457+585+1%$5.7M$6.0M+$316.6K2026-11-02
Montag A & Associates Inc
DECREASED66,84274,532-7,690-10%$6.4M$6.0M-$397.1K2026-10-29
Greenleaf Trust
INCREASED65,80348,723+17,080+35%$4.2M$5.9M+$1.7M2026-10-29
Hill Island Financial LLC
DECREASED65,74287,137-21,395-25%$7.5M$5.9M-$1.6M2026-10-20
Altiora Financial Group, LLC
DECREASED65,47467,274-1,800-3%$5.8M$5.9M+$104.9K2026-11-04
Bryn Mawr Trust Advisors, LLC
INCREASED65,46165,130+331+1%$5.6M$5.9M+$288.4K2026-11-04
Midwest Financial Partners Investments, Inc.
INCREASED65,36549,542+15,823+32%$4.3M$5.9M+$1.6M2026-10-08
Elevatus Welath Management
INCREASED65,24851,255+13,993+27%$4.4M$5.9M+$1.5M2026-10-19
Clarity Capital Advisors, LLC
DECREASED65,04066,688-1,648-2%$5.7M$5.9M+$116.3K2026-10-27
Community Bank of Raymore
DECREASED64,40164,504-1030%$5.6M$5.8M+$246.8K2026-10-23
Catalyst Private Wealth, LLC
INCREASED63,63961,369+2,270+4%$5.3M$5.7M+$448.2K2026-10-13
SteelPeak Wealth, LLC
INCREASED63,40363,375+28+0%$5.5M$5.7M+$254.2K2026-10-16
FSM Wealth Advisors, LLC
DECREASED63,18664,678-1,492-2%$5.6M$5.8M+$198.2K2026-10-27
Aspiriant, LLC
DECREASED62,69972,881-10,182-14%$6.3M$5.6M-$628.2K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED62,24663,731-1,485-2%$5.5M$5.6M+$119.3K2026-11-04
Chris Bulman Inc
INCREASED62,09858,911+3,187+5%$5.1M$5.6M+$521.1K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED61,12161,807-686-1%$5.3M$5.5M+$183.5K2026-11-02
CX Institutional
DECREASED60,34460,816-472-1%$5.2K$5.4K+$1992026-10-02
Lewis Asset Management, LLC
DECREASED60,22860,477-2490%$5.2M$5.4M+$217.6K2026-10-14
Droms Strauss Advisors Inc
DECREASED59,83760,469-632-1%$5.2M$5.4M+$183.1K2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED59,8246,188+53,636+867%$533.0K$5.4M+$4.9M2026-10-16
Wealth Preservation Advisors, LLC
INCREASED59,46345,041+14,422+32%$3.9M$5.4M+$1.5M2026-11-05
KG Capital Management
INCREASED59,27357,470+1,803+3%$5.0M$5.3M+$390.7K2026-10-15
Nixon Peabody Trust Co
DECREASED58,93260,024-1,092-2%$5.2M$5.3M+$139.9K2026-10-23
Allen Investment Management, LLC
INCREASED58,87458,646+228+0%$5.1M$5.3M+$253.4K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
DECREASED58,70060,250-1,550-3%$5.2M$5.3M+$99.6K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED58,67257,384+1,288+2%$4.9M$5.3M+$343.9K2026-10-27
Sutton Place Investors LLC
DECREASED58,59659,119-523-1%$5.1M$5.3M+$187.5K2026-10-20
Kwmg, LLC
DECREASED58,47358,868-395-1%$5.1M$5.3M+$198.1K2026-10-07
Parsons Capital Management Inc
DECREASED58,44259,930-1,488-2%$5.2M$5.3M+$103.8K2026-10-28
Autumn Glory Partners, LLC
INCREASED58,22542,138+16,087+38%$3.6M$5.2M+$1.6M2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED58,07858,281-2030%$5.0M$5.2M+$170.4K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED57,50057,996-496-1%$5.0M$5.2M+$185.5K2026-10-13
Ascent Group, LLC
DECREASED57,19563,933-6,738-11%$5.5M$5.2M-$353.4K2026-10-30
Hicks Capital Management LLC
UNCHANGED56,56456,56400%$4.9M$4.9M$02026-10-20
Allegheny Financial Group
INCREASED56,51151,725+4,786+9%$4.5M$5.1M+$636.7K2026-11-05
Opinicus Capital, Inc.
DECREASED56,40258,766-2,364-4%$5.1M$5.1M+$20.3K2026-10-28
KTF Investments, LLC
DECREASED56,02164,259-8,238-13%$5.5M$5.0M-$487.2K2026-10-23
American Capital Advisory, LLC
DECREASED55,83657,225-1,389-2%$4.9M$5.0M+$102.0K2026-10-28
Diversify Advisory Services, LLC
INCREASED55,56254,212+1,350+2%$4.5M$5.0M+$468.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED55,56254,212+1,350+2%$4.5M$5.0M+$468.1K2026-10-20
Center for Financial Planning, Inc.
INCREASED55,32953,009+2,320+4%$4.6M$5.0M+$419.5K2026-10-26
Willis Johnson Wealth, Inc.
DECREASED55,23657,691-2,455-4%$5.0M$5.0M+$7.8K2026-11-03
1900 Wealth Management LLC
INCREASED55,22055,069+151+0%$4.7M$5.0M+$232.2K2026-10-13
Calder Financial LLC
DECREASED55,09255,893-801-1%$4.8M$5.0M+$149.8K2026-10-13
Forum Financial Management, LP
INCREASED54,63149,040+5,591+11%$4.2M$4.9M+$698.6K2026-10-16
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED54,60054,60000%$4.7M$4.9M+$216.8K2026-10-22
Richmond Investment Services, LLC
INCREASED53,85453,583+271+1%$4.6M$4.9M+$237.1K2026-10-29
Howland Capital Management LLC
INCREASED53,8298,035+45,794+570%$692.1K$4.9M+$4.2M2026-10-22
Old National Bancorp
INCREASED53,55150,541+3,010+6%$4.4M$4.8M+$471.9K2026-10-20
Advocate Group LLC
INCREASED53,03335,617+17,416+49%$3.1M$4.8M+$1.7M2026-10-19
KCM Investment Advisors LLC
DECREASED52,77253,463-691-1%$4.6M$4.8M+$150.0K2026-10-27
Kaydan Wealth Management, Inc.
DECREASED52,31453,493-1,179-2%$4.6M$4.7M+$106.1K2026-10-08
Glass Jacobson Investment Advisors llc
DECREASED52,21652,374-1580%$4.5M$4.7M+$193.7K2026-10-26
WoodTrust Financial Corp
DECREASED52,11553,570-1,455-3%$4.6M$4.7K-$4.6M2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED52,09158,599-6,508-11%$5.0M$4.7M-$353.8K2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED51,84556,061-4,216-8%$4.8M$4.7M-$157.3K2026-10-15
rebel Financial LLC
DECREASED51,817138,248-86,431-63%$11.9M$4.7M-$7.2M2026-11-04
GHP Investment Advisors, Inc.
DECREASED51,66352,773-1,110-2%$4.5M$4.7M+$109.5K2026-10-15
Guyasuta Investment Advisors Inc
INCREASED51,59348,762+2,831+6%$4.2M$4.6M+$448.7K2026-10-15
Simplicity Wealth,LLC
INCREASED51,55448,312+3,242+7%$4.2M$4.6M+$483.9K2026-10-23
Pinnacle Associates LTD
DECREASED51,50952,681-1,172-2%$4.5M$4.6M+$103.6K2026-10-20
Arcadia Investment Advisors LLC
DECREASED51,20251,716-514-1%$4.5M$4.6M+$159.0K2026-10-13
Global Financial Private Client, LLC
DECREASED51,09853,591-2,493-5%$4.6M$4.6M-$11.9K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
INCREASED50,97847,651+3,327+7%$4.1M$4.6M+$489.0K2026-10-28
Signal Advisors Wealth, LLC
INCREASED50,71346,692+4,021+9%$4.0M$4.6M+$547.7K2026-10-13
Northern Lights Advisors, Inc.
INCREASED50,60240,337+10,265+25%$3.5M$4.6M+$1.1M2026-10-21
Level Wealth Management LLC
UNCHANGED50,54450,54400%$4.4M$4.6M+$200.7K2026-10-23
Kelleher Financial Advisors
DECREASED50,390103,200-52,810-51%$8.9M$4.5M-$4.3M2026-10-30
Canvas Wealth Advisors, LLC
INCREASED49,54647,993+1,553+3%$4.1M$4.3M+$210.5K2026-11-02
Integrated Wealth Management
INCREASED48,92047,401+1,519+3%$4.1M$4.4M+$325.1K2026-10-19
Clear Creek Financial Management, LLC
DECREASED48,74049,156-416-1%$4.2M$4.4M+$157.6K2026-10-28
KFA Private Wealth Group, LLC
DECREASED48,55348,633-800%$4.2M$4.4M+$185.9K2026-10-07
Capital Squared Financial LLC
DECREASED48,22148,949-728-1%$4.2M$4.3M+$128.7K2026-10-30
Probity Advisors, Inc.
DECREASED48,01449,945-1,931-4%$4.3M$4.3M+$24.3K2026-10-23
Embree Financial Group
INCREASED47,76936,980+10,789+29%$3.2M$4.3M+$1.1M2026-10-22
Quantum Financial Partners LLC
INCREASED47,65245,405+2,247+5%$3.9M$4.3M+$382.8K2026-10-19
Evermay Wealth Management LLC
DECREASED47,11047,422-312-1%$4.1M$4.2M+$160.2K2026-11-05
Orser Capital Management, LLC
DECREASED46,98147,315-334-1%$4.1M$4.2M+$157.7K2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED46,87440,525+6,349+16%$3.5M$4.2M+$733.0K2026-10-14
BKM Wealth Management, LLC
INCREASED46,83432,631+14,203+44%$2.8M$4.2M+$1.4M2026-10-22
Compass Financial Management LLC
DECREASED46,82747,245-418-1%$4.2M$4.2M+$47.2K2026-10-30
Triangle Securities Wealth Management
INCREASED46,72140,090+6,631+17%$3.5M$4.2M+$756.6K2026-10-14
Aaron Wealth Advisors LLC
DECREASED46,39451,102-4,708-9%$4.4M$4.2M-$221.4K2026-10-13
Bison Wealth, LLC
DECREASED46,19258,249-12,057-21%$5.0M$4.2M-$816.0K2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED46,08445,748+336+1%$3.9M$4.2M+$211.9K2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED45,54546,235-690-1%$4.0M$4.1M+$121.3K2026-11-04
Covenant Asset Management, LLC
DECREASED45,54246,185-643-1%$4.0M$4.1M+$125.4K2026-10-14
Coastline Trust Co
UNCHANGED45,54045,54000%$3.9M$4.1M+$180.8K2026-10-01
RVW Wealth, LLC
DECREASED45,34746,056-709-2%$4.0M$4.1M+$119.0K2026-10-06
Smith Salley Wealth Management
INCREASED45,29540,089+5,206+13%$3.5M$4.1M+$628.3K2026-11-03
Advisor OS, LLC
DECREASED44,19951,109-6,910-14%$4.4M$4.0M-$419.8K2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED43,59843,326+272+1%$3.7M$3.9M+$196.5K2026-10-07
Crestwood Advisors Group, LLC
DECREASED43,52443,632-1080%$3.8M$3.9M+$163.5K2026-10-27
Busey Bank
DECREASED43,50245,024-1,522-3%$3.9M$3.9M+$41.6K2026-10-26
Chicago Capital, LLC
INCREASED42,65541,720+935+2%$3.6M$3.8M+$249.8K2026-10-13
Confluence Wealth Services, Inc.
INCREASED42,42328,509+13,914+49%$2.5M$3.8M+$1.4M2026-11-05
Asset Allocation & Management Company, LLC
DECREASED42,30653,182-10,876-20%$4.6K$3.8K-$7692026-10-13
AGF Management LTD
DECREASED42,28977,798-35,509-46%$6.7M$3.8M-$2.9M2026-11-03
McAdam, LLC
INCREASED41,53139,333+2,198+6%$3.4M$3.7M+$354.2K2026-10-21
Salem Investment Counselors Inc
INCREASED41,52641,322+204+0%$3.6M$3.7M+$182.4K2026-10-13
Quadrant Private Wealth Management, LLC
NEW41,508—+41,508——$3.7M—2026-11-04
MV Capital Management, Inc.
DECREASED41,33341,454-1210%$3.6M$3.7M+$153.7K2026-10-29
Hoge Financial Services, LLC
DECREASED41,29141,694-403-1%$3.6M$3.7M+$129.3K2026-11-05
Synergy Asset Management, LLC
INCREASED41,16130,634+10,527+34%$2.6M$3.7M+$1.1M2026-11-05
Adirondack Trust Co
INCREASED41,13839,642+1,496+4%$3.4M$3.7M+$292.2K2026-10-14
Reynders McVeigh Capital Management, LLC
INCREASED40,91840,913+5+0%$3.5M$3.7M+$163.1K2026-10-30
Gradient Capital Advisors, LLC
INCREASED40,82240,643+179+0%$3.5M$3.7M+$177.5K2026-10-21
Pinnacle Bancorp, Inc.
INCREASED40,56840,365+203+1%$3.5M$3.7M+$178.5K2026-10-21
Outlook Wealth Advisors, LLC
INCREASED40,56438,812+1,752+5%$3.3M$3.7M+$311.9K2026-10-28
Columbia Asset Management
INCREASED40,17740,157+20+0%$3.5M$3.6M+$161.2K2026-10-19
Greystone Financial Group, LLC
DECREASED39,83346,015-6,182-13%$4.0M$3.6M-$374.4K2026-10-26
Dmkc Advisory Services, LLC
DECREASED39,70664,170-24,464-38%$5.5M$3.6M-$1.9M2026-11-04
JIM Saulnier & Associates, LLC
INCREASED39,58237,625+1,957+5%$3.2M$3.6M+$325.7K2026-11-04
Fenimore Asset Management Inc
UNCHANGED39,48639,48600%$3.4M$3.6M+$156.8K2026-10-08
Daymark Wealth Partners, LLC
INCREASED39,42437,728+1,696+5%$3.2M$3.6M+$302.6K2026-11-04
WealthPLAN Partners, LLC
INCREASED39,15237,744+1,408+4%$3.3M$3.5M+$276.7K2026-10-15
Univest Financial Corp
DECREASED39,07839,547-469-1%$3.4M$3.5M+$114.7K2026-11-05
Independent Wealth Network Inc.
DECREASED38,75039,322-572-1%$3.4M$3.5M+$104.4K2026-10-19
PW Nova Financial Services LLC
INCREASED38,72335,774+2,949+8%$3.1M$3.5M+$407.7K2026-10-15
Accurate Wealth Management, LLC
INCREASED38,28537,167+1,118+3%$3.2M$3.5M+$264.2K2026-10-20
Axxcess Wealth Management, LLC
DECREASED38,18074,625-36,445-49%$6.4M$3.4M-$3.0M2026-10-21
Paragon Private Wealth Management, LLC
INCREASED38,02635,610+2,416+7%$3.1M$3.4M+$359.1K2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED37,82538,766-941-2%$3.3M$3.4M+$69.2K2026-10-26
Private Trust Co NA
INCREASED37,72636,665+1,061+3%$3.2M$3.4M+$241.1K2026-10-20
Rockwood Wealth Management, LLC
INCREASED37,57137,269+302+1%$3.2M$3.4M+$175.2K2026-10-27
Compass Financial Group, Inc
DECREASED37,42640,552-3,126-8%$3.5M$3.4M-$120.7K2026-10-13
Ashton Thomas Securities, LLC
DECREASED37,40747,307-9,900-21%$4.1M$3.4M-$706.3K2026-10-26
CGN Advisors LLC
DECREASED37,197115,234-78,037-68%$9.9M$3.4M-$6.6M2026-10-21
CGC Financial Services, LLC
INCREASED37,08631,776+5,310+17%$2.7M$3.3M+$604.6K2026-10-13
Stone Loft Wealth Management LLC
INCREASED36,72036,683+37+0%$3.2M$3.3M+$89.5K2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED36,64336,516+127+0%$3.1M$3.3M+$156.4K2026-10-19
SwitchPoint Financial Planning, LLC
UNCHANGED36,01736,01700%$3.1M$3.2M+$143.0K2026-11-02
IPG Investment Advisors LLC
INCREASED35,90335,902+10%$3.1M$3.2M+$142.6K2026-10-30
Wespac Advisors SoCal, LLC
INCREASED35,66735,533+134+0%$3.1M$3.2M+$153.1K2026-10-13
TMB Capital Partners, LLC
INCREASED35,60833,376+2,232+7%$2.9M$3.2M+$333.6K2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED35,24435,664-420-1%$3.1M$3.2M+$103.7K2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED35,23336,459-1,226-3%$3.1M$3.2M+$34.3K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED35,21620,688+14,528+70%$1.8M$3.2M+$1.4M2026-10-30
Summit Investment Advisory Services, LLC
INCREASED35,01435,008+6+0%$3.0M$3.2M+$139.5K2026-11-03
Larson Financial Group LLC
INCREASED34,81530,916+3,899+13%$2.7M$3.1M+$474.1K2026-11-05
RS Crum Inc.
DECREASED34,69535,280-585-2%$3.0M$3.1M+$87.3K2026-10-19
Serenity Investment Advisors
INCREASED34,66926,382+8,287+31%$2.3M$3.1M+$824.3K2026-10-30
MilWealth Group LLC
DECREASED34,40434,518-1140%$3.0M$3.1M+$126.8K2026-11-02
L. Roy Papp & Associates, LLP
DECREASED34,28034,879-599-2%$3.0M$3.1M+$84.5K2026-10-21
Fulton Bank, N.A.
DECREASED34,08034,152-720%$2.9M$3.1M+$129.1K2026-10-14
Wealth Effects LLC
DECREASED33,77133,810-390%$2.9M$3.0M+$130.7K2026-10-23
RCS Financial Planning, LLC
DECREASED33,65146,788-13,137-28%$4.0M$3.0M-$998.0K2026-10-14
Encompass Wealth Advisors, LLC
INCREASED33,62416,812+16,812+100%$1.4M$3.0M+$1.6M2026-10-15
Caldwell Trust Co
DECREASED33,60138,167-4,566-12%$3.3M$3.0M-$259.9K2026-10-30
Juncture Wealth Strategies, LLC
INCREASED33,57532,097+1,478+5%$2.8M$3.0M+$260.6K2026-10-06
Patten & Patten Inc
DECREASED33,49834,020-522-2%$2.9M$3.0M+$88.0K2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED33,41731,821+1,596+5%$2.7M$3.0M+$270.1K2026-10-27
ADE, LLC
DECREASED33,27434,148-874-3%$2.9M$3.0M+$56.8K2026-10-29
BXM Wealth LLC
INCREASED33,22131,176+2,045+7%$2.7M$3.0M+$308.1K2026-11-03
Asempa Wealth Advisors
DECREASED33,14634,901-1,755-5%$3.0M$3.0M-$15.6K2026-10-07
Key FInancial Inc
DECREASED32,72233,068-346-1%$2.8M$2.9M+$100.1K2026-11-02
Acorn Wealth Advisors, LLC
DECREASED32,49240,097-7,605-19%$3.5M$2.9M-$526.1K2026-10-19
K2 Financial Inc.
DECREASED32,35832,866-508-2%$2.8M$3.0M+$116.5K2026-10-26
Tannin Capital LLC
DECREASED32,30032,566-266-1%$2.8M$2.9M+$105.3K2026-11-05
Klingman & Associates, LLC
DECREASED32,06535,413-3,348-9%$3.1M$2.9M-$161.1K2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED31,88131,861+20+0%$2.7M$2.9M+$128.3K2026-10-15
Glenview Trust Co
INCREASED31,85128,569+3,282+11%$2.5M$2.9M+$409.2K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED31,64528,234+3,411+12%$2.4M$2.9M+$419.5K2026-10-29
Truefg, LLC
DECREASED31,33431,424-900%$2.7M$2.8M+$116.6K2026-10-15
Asset Dedication, LLC
INCREASED30,93329,845+1,088+4%$2.6M$2.8M+$216.6K2026-11-03
Guardsman Private Capital Management, Inc.
DECREASED30,90431,514-610-2%$2.7M$2.8M+$70.1K2026-10-19
Integrated Advisors Network LLC
DECREASED30,43630,540-1040%$2.6M$2.7M+$111.8K2026-10-20
Gallagher Capital Advisors, LLC
DECREASED30,24830,766-518-2%$2.7M$2.7M+$75.5K2026-10-09
May Hill Capital, LLC
INCREASED30,18430,175+9+0%$2.6M$2.7M+$120.6K2026-11-03
FAI Advisors, Inc.
INCREASED30,03029,404+626+2%$2.5M$2.7M+$173.1K2026-10-27
DT Investment Partners, LLC
INCREASED29,82829,808+20+0%$2.6M$2.7M+$120.1K2026-10-27
Vertrix Wealth Management, LLC
INCREASED29,78428,014+1,770+6%$2.4M$2.7M+$270.8K2026-10-13
Norris Perne & French LLP
DECREASED29,59830,055-457-2%$2.6M$2.7M+$78.2K2026-10-23
Kestra Investment Management, LLC
DECREASED29,48041,733-12,253-29%$3.6M$2.7M-$938.4K2026-11-04
Trilogy Capital Inc.
DECREASED29,45229,710-258-1%$2.6M$2.7M+$94.7K2026-10-20
Harbor Group, Inc.
INCREASED28,91328,889+24+0%$2.5M$2.6M+$116.9K2026-10-14
Sagace Wealth Management LLC
DECREASED28,80230,787-1,985-6%$2.7M$2.6M-$56.6K2026-10-28
SkyOak Wealth, LLC
INCREASED28,78826,876+1,912+7%$2.3M$2.6M+$279.0K2026-10-28
Powell Investment Advisors, LLC
INCREASED28,78428,775+9+0%$2.5M$2.6M+$115.0K2026-10-22
RTD Financial Advisors, Inc.
UNCHANGED28,74028,74000%$2.5M$2.6M+$114.1K2026-10-09
Latitude Advisors, LLC
INCREASED28,73420,050+8,684+43%$1.7M$2.6M+$862.2K2026-10-27
Investmark Advisory Group LLC
INCREASED28,67715,129+13,548+90%$1.3M$2.6M+$1.3M2026-10-27
RMG Wealth Management LLC
UNCHANGED28,64528,64500%$2.5M$2.5M-$51.8K2026-10-26
Apeiron RIA LLC
INCREASED28,5509,659+18,891+196%$752.0K$2.6M+$1.8M2026-10-08
Hanson & Doremus Investment Management
DECREASED28,40428,602-198-1%$2.5M$2.6K-$2.5M2026-10-16
Ballast Financial Advisors LLC
DECREASED28,37828,423-450%$2.4M$2.6M+$108.8K2026-10-26
International Assets Investment Management, LLC
INCREASED28,25726,290+1,967+7%$2.3M$2.5M+$284.2K2026-11-02
Silverlake Wealth Management LLC
DECREASED28,11928,149-300%$2.4M$2.5M+$109.0K2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED28,05228,05200%$2.5M$2.5M+$76.0K2026-10-13
First Citizens Bank & Trust Co
INCREASED28,03421,714+6,320+29%$1.9M$2.5M+$655.7K2026-10-14
CWA Asset Management Group, LLC
INCREASED28,03227,750+282+1%$2.4M$2.5M+$135.5K2026-10-19
Soltis Investment Advisors LLC
INCREASED27,76713,398+14,369+107%$1.2M$2.5M+$1.3M2026-10-28
Innovative Wealth Building LLC
INCREASED27,48821,501+5,987+28%$1.9M$2.5M+$624.8K2026-10-14
Atlatl Advisers LLC
DECREASED27,41336,478-9,065-25%$3.1M$2.5M-$672.0K2026-10-22
Evanson Financial, LLC
DECREASED27,33528,130-795-3%$2.4M$2.5M+$40.0K2026-10-23
Crescent Grove Advisors, LLC
INCREASED27,17916,068+11,111+69%$1.4M$2.4M+$1.1M2026-10-21
Balefire, LLC
DECREASED27,17228,956-1,784-6%$2.5M$2.4M-$45.8K2026-10-09
Accel Wealth Management
INCREASED26,92426,896+28+0%$2.3M$2.4M+$109.3K2026-10-13
Obsidian CIO, LLC
INCREASED26,86525,606+1,259+5%$2.2M$2.4M+$215.1K2026-11-05
Goldstein Advisors, LLC
DECREASED26,79429,130-2,336-8%$2.5M$2.4M-$94.9K2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED26,75826,248+510+2%$2.3M$2.4M+$150.1K2026-10-30
Pecaut & Co.
DECREASED26,47127,432-961-3%$2.4M$2.4M+$22.3K2026-10-27
Eagle Global Advisors LLC
NEW26,452—+26,452——$2.4M—2026-11-02
Allstreet Capital Advisors LLC
DECREASED26,44226,455-130%$2.3M$2.4M+$103.8K2026-11-04
Tectonic Advisors LLC
DECREASED26,40027,136-736-3%$2.3M$2.4M+$41.4K2026-10-22
Detalus Advisors, LLC
INCREASED26,35124,911+1,440+6%$2.1M$2.4M+$228.6K2026-10-15
Sovran Advisors, LLC
DECREASED26,32926,832-503-2%$2.2M$2.3M+$72.9K2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED26,26228,354-2,092-7%$2.4M$2.4M-$75.9K2026-10-09
DeLarme Wealth Management, Inc.
INCREASED26,21924,866+1,353+5%$2.1M$2.4M+$220.6K2026-10-30
Sfam, LLC
DECREASED26,20229,166-2,964-10%$2.5M$2.4M-$151.3K2026-11-03
Basso Capital Management, L.P.
UNCHANGED26,17026,17000%$2.3M$2.4M+$103.9K2026-10-30
Oakworth Capital, Inc.
INCREASED26,08023,964+2,116+9%$2.1M$2.4M+$285.3K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED26,07026,774-704-3%$2.3M$2.3M+$42.8K2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED26,03423,424+2,610+11%$2.0M$2.3M+$328.2K2026-10-05
NorthLanding Financial Partners, LLC
INCREASED26,01623,722+2,294+10%$2.0M$2.3M+$301.0K2026-10-15
Sunburst Financial Group, LLC
DECREASED26,01226,492-480-2%$2.3M$2.3M+$62.0K2026-10-09
Mogy Joel R Investment Counsel Inc
UNCHANGED25,99825,99800%$2.2M$2.3M+$103.2K2026-10-13
Boyd Wealth Management, LLC
INCREASED25,93425,671+263+1%$2.2M$2.3M+$125.6K2026-10-20
AMG National Trust Bank
INCREASED25,91317,256+8,657+50%$1.5M$2.3M+$848.6K2026-11-05
MW Advisory, LLC
INCREASED25,91024,288+1,622+7%$2.1M$2.3M+$242.6K2026-10-19
Gamma Investing LLC
INCREASED25,85424,546+1,308+5%$2.1M$2.3M+$215.3K2026-10-08
Cypress Point Wealth Management, LLC
INCREASED25,83125,817+14+0%$2.2M$2.3M+$103.8K2026-11-03
Community Trust & Investment Co
UNCHANGED25,80625,80600%$2.2M$2.3M+$102.5K2026-10-15
Congress Asset Management Co
DECREASED25,72826,436-708-3%$2.3M$2.3M+$41.2K2026-10-06
Obermeyer Wealth Partners
UNCHANGED25,72825,72800%$2.2M$2.3M+$102.1K2026-10-21
Kearns & Associates LLC
INCREASED25,61425,611+3+0%$2.2M$2.3M+$102.0K2026-10-09
Orin Green Financial, LLC
DECREASED25,47525,975-500-2%$2.2M$2.3M+$58.1K2026-10-19
Aprio Wealth Management, LLC
INCREASED25,31422,414+2,900+13%$1.9M$2.3M+$350.3K2026-10-28
Capital Investment Counsel, LLC
DECREASED25,18326,097-914-3%$2.2M$2.3M+$21.2K2026-10-14
Redw Wealth LLC
INCREASED25,06425,028+36+0%$2.2M$2.3M+$102.6K2026-11-02
Next Level Private LLC
INCREASED24,99024,987+3+0%$2.2M$2.3M+$99.5K2026-10-20
Tandem Capital Management Corp
DECREASED24,91825,098-180-1%$2.2M$2.2M+$83.4K2026-10-22
TD Waterhouse Canada Inc.
INCREASED24,75824,407+351+1%$2.1M$2.2M+$131.2K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED24,66526,440-1,775-7%$2.3M$2.2M-$55.0K2026-11-05
LaFleur & Godfrey LLC
INCREASED24,66323,514+1,149+5%$2.0M$2.2M+$196.9K2026-10-27
Compass Ion Advisors, LLC
INCREASED24,57324,504+69+0%$2.1M$2.2M+$103.5K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED24,47223,942+530+2%$2.1M$2.2M+$142.8K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED24,46421,939+2,525+12%$1.9M$2.2M+$356.1K2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED24,2515,940+18,311+308%$511.7K$2.2M+$1.7M2026-10-16
Southern Capital Advisors, LLC
INCREASED24,24124,152+89+0%$2.1M$2.2M+$103.9K2026-10-26
Manchester Capital Management LLC
UNCHANGED24,20124,20100%$2.1M$2.2M+$96.1K2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED23,89423,391+503+2%$2.0M$2.2M+$138.2K2026-10-29
Aventus Investment Advisors, Inc.
DECREASED23,72723,880-153-1%$2.1M$2.1M+$81.0K2026-10-09
Legacy Advisors, LLC
DECREASED23,64240,920-17,278-42%$3.5M$2.1M-$1.4M2026-10-19
Rossmore Private Capital
DECREASED23,58124,312-731-3%$2.1M$2.1M+$30.6K2026-10-27
Quadrant Capital Group LLC
DECREASED23,55025,764-2,214-9%$2.2M$2.2M-$58.6K2026-10-20
Breakwater Capital Group
DECREASED23,47523,478-30%$2.0M$2.1M+$92.9K2026-10-09
Welch Group, LLC
INCREASED23,38312,827+10,556+82%$1.1M$2.1M+$1.0M2026-10-29
Focused Alpha, LLC
INCREASED23,34223,186+156+1%$2.0M$2.1M+$106.1K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED23,33620,475+2,861+14%$1.8M$2.1M+$339.1K2026-11-05
West Financial Advisors, LLC
DECREASED23,24823,639-391-2%$2.0M$2.1M+$58.7K2026-10-22
Foster Group, Inc.
INCREASED23,22722,599+628+3%$1.9M$2.1M+$146.2K2026-10-13
Foguth Wealth Management, Llc.
INCREASED23,16822,490+678+3%$1.9M$2.0M+$118.1K2026-10-19
Kroeger Financial Partners
DECREASED23,10223,312-210-1%$2.0M$2.1M+$73.6K2026-10-19
Fusion Family Wealth, LLC
UNCHANGED23,06423,06400%$2.0M$2.1M+$91.6K2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED23,02313,587+9,436+69%$1.2M$2.1M+$904.2K2026-10-29
Yelin Lapidot Holdings Management Ltd.
UNCHANGED23,01023,01000%$2.0M$2.1M+$91.4K2026-10-26
Lincoln Capital LLC
INCREASED22,94322,709+234+1%$2.0M$2.1M+$111.2K2026-10-09
Marquette Asset Management, LLC
DECREASED22,86223,699-837-4%$2.0M$2.1M+$18.7K2026-10-09
Western Reserve Capital Management, LLC
INCREASED22,81622,768+48+0%$2.0M$2.1M+$94.7K2026-10-14
Cypress Financial Planning LLC
DECREASED22,75222,983-231-1%$2.0M$2.1M+$70.4K2026-10-09
Equity Wealth Partners, LLC
DECREASED22,46523,053-588-3%$2.0M$2.0M+$38.6K2026-10-26
Entrewealth, LLC
INCREASED22,41220,880+1,532+7%$1.9M$2.0M+$167.9K2026-10-14
Harmony Asset Management LLC
INCREASED22,35719,056+3,301+17%$1.6M$2.0M+$373.0K2026-10-20
Spinnaker Investment Group, LLC
DECREASED22,26722,433-166-1%$1.9M$2.0M+$74.1K2026-10-13
Maia Wealth LLC
DECREASED22,21323,414-1,201-5%$2.0M$2.0M-$15.2K2026-10-19
WealthCare Investment Partners, LLC
DECREASED22,21322,582-369-2%$1.9M$2.0M+$56.3K2026-11-05
Wespac Advisors, LLC
DECREASED22,16722,287-120-1%$1.9M$2.0M+$77.7K2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED22,11712,827+9,290+72%$1.1M$2.0M+$888.0K2026-10-20
Parr Mcknight Wealth Management Group, LLC
INCREASED21,79120,359+1,432+7%$1.8M$2.0M+$209.9K2026-10-30
Stablepoint Partners, LLC
INCREASED21,74418,660+3,084+17%$1.6M$2.0M+$352.0K2026-11-03
Lantz Financial LLC
DECREASED21,73122,487-756-3%$1.9M$2.0M+$21.1K2026-10-15
Cedar Mountain Advisors, LLC
INCREASED21,66121,465+196+1%$1.8M$2.0M+$102.9K2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED21,60721,802-195-1%$1.9M$1.9M+$69.0K2026-10-15
Steele Capital Management, Inc.
INCREASED21,48220,372+1,110+5%$1.8M$1.9M+$180.9K2026-11-02
Intrua Financial, LLC
DECREASED21,42721,651-224-1%$1.9M$1.9M+$65.8K2026-10-28
First National Trust Co
INCREASED21,37019,526+1,844+9%$1.7M$1.9M+$243.7K2026-10-28
AUA Capital Management, LLC
DECREASED21,31421,734-420-2%$1.9M$1.9M+$48.5K2026-10-15
Signature Equity Partners, LLC
INCREASED20,90215,307+5,595+37%$1.3M$1.9M+$564.9K2026-10-29
Cohen Investment Advisors LLC
DECREASED20,68820,899-211-1%$1.8M$1.9M+$64.0K2026-10-20
Donalies Financial Planning, LLC
DECREASED20,56620,612-460%$1.8M$1.9M+$77.8K2026-10-19
First Bancorp, Inc
INCREASED20,46419,807+657+3%$1.7M$1.8M+$137.8K2026-10-26
Gibbs Wealth Management
DECREASED20,45926,387-5,928-22%$2.3M$1.8M-$429.5K2026-10-22
Pekin Hardy Strauss, Inc.
INCREASED20,45520,394+61+0%$1.8M$1.8M+$86.4K2026-11-02
PDS Planning, Inc
INCREASED20,43614,501+5,935+41%$1.2M$1.8M+$592.4K2026-11-03
CRA Financial Services, LLC
INCREASED20,42819,696+732+4%$1.7M$1.8M+$144.2K2026-10-16
Trinity Financial Advisors LLC
DECREASED20,38620,803-417-2%$1.8M$1.8M+$45.0K2026-10-09
McAlister, Sweet & Associates, Inc.
DECREASED20,35420,525-171-1%$1.8M$1.8M+$66.1K2026-10-07
Granville Capital, Inc.
INCREASED20,29820,289+9+0%$1.7M$1.8M+$81.3K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED20,16122,662-2,501-11%$2.0M$1.8M-$135.4K2026-10-14
Willow Creek Wealth Management Inc.
INCREASED20,11919,701+418+2%$1.7M$1.8M+$115.9K2026-10-26
StoryOne LLC
INCREASED20,0669,954+10,112+102%$857.4K$1.8M+$950.7K2026-10-13
180 Wealth Advisors, LLC
INCREASED19,90617,390+2,516+14%$1.5M$1.8M+$295.7K2026-11-03
Realta Investment Advisors
INCREASED19,89418,009+1,885+10%$1.6M$1.8M+$241.4K2026-10-14
TFB Advisors LLC
DECREASED19,76520,358-593-3%$1.8M$1.8M+$27.4K2026-11-02
William Mack & Associates, Inc.
DECREASED19,70919,827-118-1%$1.7M$1.8M+$68.1K2026-10-27
Verus Capital Partners, LLC
DECREASED19,69623,003-3,307-14%$2.0M$1.8M-$206.6K2026-11-03
Robinson Smith Wealth Advisors LLC
DECREASED19,69420,954-1,260-6%$1.8M$1.8M-$30.3K2026-10-22
Annex Advisory Services, LLC
INCREASED19,66719,456+211+1%$1.7M$1.8M+$96.3K2026-10-16
TME Financial, Inc.
INCREASED19,61217,303+2,309+13%$1.5M$1.8M+$276.8K2026-10-14
Claro Advisors Inc.
INCREASED19,55519,539+16+0%$1.7M$1.8M+$79.0K2026-11-02
Perryman Financial Advisory Inc
DECREASED19,50619,706-200-1%$1.7M$1.8M+$60.2K2026-10-16
Cane Capital Partners, LLC
INCREASED19,33118,723+608+3%$1.6M$1.7M+$129.1K2026-10-23
New England Private Wealth Advisors LLC
INCREASED19,25919,248+11+0%$1.6M$1.7M+$128.6K2026-10-19
Boston Trust Walden Corp
UNCHANGED19,23619,23600%$1.7M$1.7M+$76.4K2026-10-30
Chapin Davis, Inc.
INCREASED19,22019,219+1+0%$1.7M$1.7M+$76.5K2026-10-09
Burney Co/
INCREASED19,12117,733+1,388+8%$1.5M$1.7M+$195.5K2026-10-15
Jeppson Wealth Management, LLC
DECREASED19,10619,346-240-1%$1.7M$1.7M+$55.1K2026-10-20
Certuity, LLC
DECREASED19,06319,343-280-1%$1.7M$1.7M+$51.5K2026-11-02
Canandaigua National Bank & Trust Co
UNCHANGED18,98418,98400%$1.6M$1.7M+$75.4K2026-10-07
Curtis Advisory Group, LLC
DECREASED18,97519,038-630%$1.6M$1.7M+$69.9K2026-10-28
LifeSteps Financial, Inc.
DECREASED18,92819,298-370-2%$1.7M$1.7M+$43.3K2026-10-15
Breakwater Investment Management
UNCHANGED18,88118,88100%$1.6M$1.7M+$75.0K2026-10-20
Revisor Wealth Management LLC
DECREASED18,74619,385-639-3%$1.7M$1.7M-$1.3K2026-10-20
Matrix Asset Advisors Inc
INCREASED18,64718,563+84+0%$1.6M$1.7M+$81.3K2026-10-13
Northwest Wealth Advisors, LLC
DECREASED18,59219,394-802-4%$1.7M$1.7M+$4.7K2026-11-02
Narus Financial Partners, LLC
INCREASED18,54214,199+4,343+31%$1.2M$1.7M+$447.7K2026-10-19
Fiduciary Financial Group, LLC
INCREASED18,46018,297+163+1%$1.6M$1.7M+$87.3K2026-10-13
Archer Investment Management, LLC
DECREASED18,41318,828-415-2%$1.6M$1.7M+$37.4K2026-10-13
Gryphon Financial Partners LLC
INCREASED18,40916,584+1,825+11%$1.4M$1.7M+$230.3K2026-11-04
TCI Wealth Advisors, Inc.
INCREASED18,37115,311+3,060+20%$1.3M$1.7M+$336.6K2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED18,28322,526-4,243-19%$1.9M$1.6M-$292.9K2026-11-02
Farmers & Merchants Investments Inc
INCREASED18,24617,622+624+4%$1.5M$1.6M+$126.2K2026-10-22
Occidental Asset Management, LLC
DECREASED18,20519,063-858-4%$1.6M$1.6M-$1.6K2026-11-05
MB, Levis & Associates, LLC
INCREASED18,16818,150+18+0%$1.6M$1.6M+$73.7K2026-10-16
HBW Advisory Services LLC
INCREASED18,16518,051+114+1%$1.6M$1.6M+$82.0K2026-10-15
Del-Sette Capital Management, LLC
DECREASED18,07818,268-190-1%$1.6M$1.6M+$55.4K2026-10-23
Trust Co of Vermont
INCREASED18,03417,871+163+1%$1.5M$1.6M+$85.6K2026-10-21
Bernardo Wealth Planning LLC
INCREASED17,9388,968+8,970+100%$772.5K$1.6M+$843.9K2026-10-23
Optima Capital LLC
DECREASED17,93821,081-3,143-15%$1.8M$1.6M-$199.5K2026-10-29
Net Worth Advisory Group
INCREASED17,89217,455+437+3%$1.5M$1.6M+$110.8K2026-10-20
Retirement Guys Formula LLC
DECREASED17,88918,447-558-3%$1.6M$2.3M+$691.5K2026-10-26
Bull Oak Capital, LLC
UNCHANGED17,88617,88600%$1.5M$1.6M+$71.0K2026-10-23
Noesis Capital Mangement Corp
DECREASED17,87019,586-1,716-9%$1.7M$1.6M-$76.9K2026-10-26
Waller Financial Planning Group, Inc
UNCHANGED17,77517,77500%$1.5M$1.6M+$70.6K2026-10-07
Greenhouse Wealth Management, LLC
INCREASED17,68217,424+258+1%$1.5M$1.6M+$92.4K2026-10-20
Hurley Capital, LLC
INCREASED17,66517,534+131+1%$1.5M$1.6M+$81.5K2026-11-05
Nautilus Advisors LLC
DECREASED17,65817,717-590%$1.5M$1.6M+$42.8K2026-10-07
Traynor Capital Management, Inc.
INCREASED17,55316,480+1,073+7%$1.4M$1.6M+$162.2K2026-10-29
Hilltop National Bank
DECREASED17,55118,548-997-5%$1.6M$1.6M-$16.2K2026-10-14
SeaCrest Wealth Management, LLC
INCREASED17,45516,435+1,020+6%$1.4M$1.6M+$157.2K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED17,37417,722-348-2%$1.5M$1.6M+$39.0K2026-10-15
Jacobi Capital Management LLC
DECREASED17,37117,534-163-1%$1.5M$1.6M+$55.0K2026-11-05
Independence Bank of Kentucky
DECREASED17,30317,708-405-2%$1.5M$1.6M+$33.8K2026-10-26
Plancorp, LLC
INCREASED17,29016,618+672+4%$1.4M$1.5M+$39.1K2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED17,28417,411-127-1%$1.5M$1.6M+$57.7K2026-10-19
Sageworth Trust Co
UNCHANGED17,18417,18400%$1.5M$1.5M+$68.2K2026-10-30
Sound Income Strategies, LLC
DECREASED17,12817,885-757-4%$1.5M$1.6M+$23.4K2026-10-09
Tanager Wealth Management LLP
INCREASED17,08810,920+6,168+56%$940.6K$1.5M+$599.2K2026-10-19
Grange Capital, LLC
DECREASED17,00117,111-110-1%$1.5M$1.5M+$58.0K2026-10-20
Shepherd Financial Partners LLC
DECREASED16,94417,010-660%$1.5M$1.5M+$61.6K2026-11-03
HF Advisory Group, LLC
DECREASED16,88817,067-179-1%$1.5M$1.5M+$51.6K2026-10-09
MKT Advisors LLC
DECREASED16,85717,382-525-3%$1.5M$1.5M+$46.5K2026-10-20
Southland Equity Partners LLC
DECREASED16,84617,285-439-3%$1.5M$1.5M+$29.1K2026-10-14
Phillips Financial Management, LLC
UNCHANGED16,75816,75800%$1.4M$1.5M+$66.5K2026-10-19
Legacy Wealth Partners, LLC
INCREASED16,67116,648+23+0%$1.4M$1.5M+$68.2K2026-10-15
First County Bank
INCREASED16,66815,464+1,204+8%$1.3M$1.5M+$169.9K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED16,54015,263+1,277+8%$1.3M$1.5M+$175.7K2026-10-22
Convergence Financial, LLC
DECREASED16,43832,489-16,051-49%$2.8M$1.5M-$1.3M2026-10-27
Tenon Financial LLC
DECREASED16,36320,427-4,064-20%$1.8M$1.5M-$285.1K2026-10-14
Sterling Wealth Management, Inc.
INCREASED16,28616,275+11+0%$1.4M$1.5M+$65.6K2026-10-23
Michels Family Financial, LLC
DECREASED16,21316,409-196-1%$1.4M$1.5M+$47.4K2026-11-02
Linscomb Wealth, Inc.
INCREASED16,12015,842+278+2%$1.4M$1.5M+$87.9K2026-11-05
Luminvest Wealth Management LLC
DECREASED16,07617,590-1,514-9%$1.5M$1.4M-$66.6K2026-10-14
Marion Wealth Management
INCREASED15,91215,846+66+0%$1.4M$1.4M+$68.9K2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED15,88113,308+2,573+19%$1.1M$1.4M+$284.7K2026-10-19
Frank, Rimerman Advisors LLC
UNCHANGED15,85815,85800%$1.4M$1.4M+$63.0K2026-10-16
Marin Bay Wealth Advisors, LLC
INCREASED15,85515,841+14+0%$1.4M$1.4M+$64.1K2026-10-28
Lpwm LLC
DECREASED15,82015,823-30%$1.4M$1.4M+$62.5K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED15,74115,120+621+4%$1.3M$1.4M+$116.0K2026-11-05
Holos Integrated Wealth LLC
DECREASED15,73716,486-749-5%$1.4M$1.4M-$18.0K2026-10-23
Golden State Wealth Management, LLC
DECREASED15,66415,923-259-2%$1.4M$1.4M+$39.9K2026-11-02
Evolution Wealth Management Inc.
DECREASED15,61315,870-257-2%$1.4M$1.4M+$39.8K2026-10-28
Valley National Advisers Inc
UNCHANGED15,59415,59400%$1.3M$1.4M+$61.9K2026-10-23
Gladwyn Financial Advisors, Inc.
DECREASED15,50215,509-70%$1.3M$1.4M+$60.9K2026-10-05
Patton Albertson Miller Group, LLC
INCREASED15,44715,081+366+2%$1.3M$1.4M+$92.9K2026-10-26
Collective Family Office LLC
UNCHANGED15,37515,37500%$1.3M$1.4M+$61.0K2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED15,32415,32400%$1.3M$1.4M+$60.8K2026-10-22
G&S Capital LLC
DECREASED15,30515,527-222-1%$1.3M$1.4M+$41.7K2026-10-23
BlueChip Wealth Advisors LLC
NEW15,155—+15,155——$1.4M—2026-11-03
Beacon Financial Advisory LLC
DECREASED15,12615,321-195-1%$1.3M$1.4M+$43.2K2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED15,07715,07700%$1.3M$1.4M+$59.9K2026-11-02
AMG Asset Management Group, Inc.
DECREASED15,02417,316-2,292-13%$1.5M$1.4M-$137.8K2026-10-21
WealthPlan Investment Management, LLC
INCREASED15,01414,995+19+0%$1.3M$1.4M+$61.2K2026-10-15
Cordgrass Capital Advisors, LLC
INCREASED14,98414,385+599+4%$1.2M$1.4M+$111.1K2026-10-30
Madrid Wealth Management, LLC
UNCHANGED14,96414,96400%$1.3M$1.3M+$59.4K2026-10-23
Retirement Financial Solutions, LLC
NEW14,963—+14,963——$1.3M—2026-10-20
Eastern Bank
INCREASED14,95411,410+3,544+31%$982.9K$1.3M+$364.6K2026-10-05
Firestone Capital Management
INCREASED14,94511,584+3,361+29%$997.9K$1.3M+$348.8K2026-11-03
Balboa Wealth Partners
DECREASED14,91616,748-1,832-11%$1.4M$1.3M-$98.6K2026-10-20
Sherman Wealth Management LLC
DECREASED14,75715,219-462-3%$1.3M$1.3M+$18.8K2026-10-16
True Private Wealth Advisors
INCREASED14,67814,663+15+0%$1.3M$1.3M+$59.6K2026-10-19
Graetz Wealth LLC
DECREASED14,62718,971-4,344-23%$1.6M$1.3M-$316.1K2026-10-27
Harbor Asset Planning, Inc.
DECREASED14,57314,741-168-1%$1.3M$1.3M+$43.4K2026-10-23
RKL Wealth Management LLC
DECREASED14,56514,625-600%$1.3M$1.3M+$52.7K2026-10-16
Grandview Asset Management LLC
DECREASED14,45762,273-47,816-77%$5.4M$1.3M-$4.1M2026-10-19
Wealth Architects, LLC
UNCHANGED14,40014,40000%$1.2M$1.3M+$57.2K2026-11-03
Nordwand Advisors, LLC
UNCHANGED14,40014,40000%$1.2M$1.3M+$57.2K2026-11-05
First Community Trust NA
INCREASED14,318548+13,770+2513%$47.2K$1.3M+$1.2M2026-10-07
Evolution Wealth Advisors, LLC
UNCHANGED14,31614,31600%$1.2M$1.3M+$56.8K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED14,2438,244+5,999+73%$573.1K$1.3K-$571.9K2026-11-04
Argentarii, LLC
INCREASED14,16014,053+107+1%$1.2M$1.3M+$31.0K2026-10-28
Summit Financial Strategies, Inc.
DECREASED14,15614,297-141-1%$1.2M$1.3M+$44.1K2026-10-14
IFG Advisors, LLC
DECREASED14,11214,155-430%$1.2M$1.3M+$52.3K2026-10-15
Abound Wealth Management
INCREASED14,11010,456+3,654+35%$900.7K$1.3M+$370.7K2026-10-26
Allen Capital Group, LLC
INCREASED14,10013,820+280+2%$1.2M$1.3M+$80.1K2026-10-27
Tsfg, LLC
DECREASED14,06114,753-692-5%$1.3M$1.3K-$1.3M2026-10-23
Interchange Capital Partners, LLC
INCREASED14,04714,027+20+0%$1.2M$1.3M+$57.5K2026-10-28
Hughes Financial Services, LLC
UNCHANGED14,04614,04600%$1.2M$1.2M+$21.8K2026-10-30
Aviso Wealth Management
DECREASED14,01814,413-395-3%$1.2M$1.3M+$21.5K2026-11-04
Chemistry Wealth Management LLC
DECREASED14,01516,901-2,886-17%$1.5M$1.3M-$193.0K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED14,012871,237-857,225-98%$75.0M$1.3M-$73.8M2026-11-05
Carret Asset Management, LLC
INCREASED13,89112,407+1,484+12%$1.1M$1.3M+$183.0K2026-11-04
Abacus Wealth Partners, LLC
INCREASED13,87412,510+1,364+11%$1.1M$1.3M+$172.6K2026-11-03
First National Bank Sioux Falls
INCREASED13,8662,428+11,438+471%$1.2M$1.2M+$68.2K2026-10-13
Myecfo, LLC
DECREASED13,77013,812-420%$1.2M$1.2M+$51.0K2026-10-14
Portside Wealth Group, LLC
INCREASED13,6549,705+3,949+41%$836.0K$1.2M+$394.3K2026-10-20
Goodman Advisory Group, LLC
DECREASED13,54927,137-13,588-50%$2.3M$1.2M-$1.1M2026-11-02
Waterfront Wealth Inc.
INCREASED13,49713,489+8+0%$1.2M$1.2M+$16.7K2026-11-03
Herold Advisors, Inc.
DECREASED13,31114,511-1,200-8%$1.3M$1.2M-$51.5K2026-10-19
Hoxton Planning & Management, LLC
DECREASED13,29214,362-1,070-7%$1.2M$1.2M-$39.4K2026-10-15
Focused Wealth Management, Inc
DECREASED13,28713,859-572-4%$1.2M$1.2M+$3.5K2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED13,19413,146+48+0%$1.1M$1.2M+$56.5K2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED13,16915,457-2,288-15%$1.3M$1.2M-$144.8K2026-10-14
Orgel Wealth Management, LLC
DECREASED13,06013,179-119-1%$1.1M$1.2M+$41.6K2026-10-14
Charis Legacy Partners, LLC
INCREASED12,99812,955+43+0%$1.1M$1.2M+$55.3K2026-10-22
Thryve Wealth Management LLC
UNCHANGED12,94812,94800%$1.1M$1.2M+$51.4K2026-10-09
Gables Capital Management Inc.
UNCHANGED12,89712,89700%$1.1M$1.2M+$51.2K2026-11-04
Hardworking Capital Advisors, LLC
NEW12,881—+12,881——$1.2M—2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED12,83312,831+2+0%$1.1M$1.2M+$51.1K2026-11-02
Cottage Street Advisors LLC
DECREASED12,76113,562-801-6%$1.2M$1.1M-$18.3K2026-10-19
InvesTrust
INCREASED12,76112,249+512+4%$1.1M$1.1M+$94.8K2026-10-14
AAF Wealth Management, LLC
INCREASED12,67812,320+358+3%$1.1M$1.1M+$81.2K2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED12,61212,61200%$1.1M$1.1M+$50.1K2026-10-16
Shayne & Jacobs, LLC
UNCHANGED12,60012,60000%$1.1M$1.1M+$50.0K2026-10-21
Fragasso Financial Advisors Inc
INCREASED12,5977,951+4,646+58%$684.9K$1.2M+$473.7K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED12,56310,434+2,129+20%$898.8K$1.1M+$233.3K2026-10-28
Pittenger & Anderson Inc
INCREASED12,55312,552+1+0%$1.1M$1.1M+$49.9K2026-11-02
Victory Financial Group, LLC
INCREASED12,54610,732+1,814+17%$924.4K$1.1M+$206.1K2026-10-27
Armstrong Advisory Group, Inc
DECREASED12,53512,563-280%$1.1M$1.1M+$47.4K2026-10-09
Pacific Capital Wealth Advisors, Inc.
NEW12,509—+12,509——$1.1M—2026-10-22
Cox Capital Mgt LLC
INCREASED12,48612,375+111+1%$1.1M$1.1M+$59.2K2026-10-07
Wealth Management Partners, LLC
INCREASED12,46811,446+1,022+9%$986.0K$1.1M+$137.5K2026-10-21
Accredited Investors Inc.
INCREASED12,43911,886+553+5%$1.0M$1.1M+$97.0K2026-11-03
Prosperity Financial Group, Inc.
INCREASED12,42111,159+1,262+11%$961.2K$1.1M+$158.0K2026-10-29
Flagship Private Wealth, LLC
DECREASED12,41014,972-2,562-17%$1.3M$1.1M-$171.4K2026-11-05
Redwood Financial Network Corp
DECREASED12,38812,583-195-2%$1.1M$1.1M+$32.4K2026-11-03
YHB Investment Advisors, Inc.
INCREASED12,27010,374+1,896+18%$893.6K$1.1M+$212.0K2026-10-08
First Command Advisory Services, Inc.
INCREASED12,24412,206+38+0%$1.1M$1.1M+$51.9K2026-11-05
Mascagni Wealth Management, Inc.
DECREASED12,19612,726-530-4%$1.1M$1.1M+$2.8K2026-10-23
Alpha Omega Wealth Management LLC
DECREASED12,09612,121-250%$1.0M$1.1M+$45.9K2026-10-23
Verum Partners LLC
INCREASED12,07210,736+1,336+12%$924.8K$1.1M+$163.0K2026-10-21
Keystone Wealth Services, LLC
INCREASED12,06510,178+1,887+19%$876.7K$1.1M+$208.4K2026-11-03
Opulen Financial Group LLC
INCREASED12,05712,045+12+0%$1.0M$1.1M+$48.9K2026-10-22
KW Wealth Management LLC
NEW12,039—+12,039——$1.1M—2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED12,03612,03600%$1.0M$1.1M+$47.8K2026-10-23
Willner & Heller, LLC
INCREASED12,03412,022+12+0%$1.0M$1.1M+$48.8K2026-10-28
Baring Financial LLC
DECREASED12,02613,259-1,233-9%$1.1M$1.1M-$58.5K2026-10-07
Windsor Capital Management, LLC
INCREASED12,02612,022+4+0%$1.0M$1.1M+$48.0K2026-10-13
Diversified Management Inc
INCREASED12,02312,012+11+0%$1.0M$1.1M+$48.6K2026-10-08
Delta Capital Management LLC
DECREASED12,00018,000-6,000-33%$1.6K$1.1K-$4702026-10-16
Apollon Financial, LLC
INCREASED11,99511,584+411+4%$997.9K$1.1M+$83.0K2026-10-23
Vision Capital Management, Inc.
DECREASED11,94112,409-468-4%$1.1M$1.1M+$7.1K2026-10-20
XXI Wealth, LLC
UNCHANGED11,80011,80000%$1.0M$1.1M+$46.8K2026-10-22
Selby Wealth Management, LLC
INCREASED11,79511,663+132+1%$1.0M$1.1M+$58.2K2026-10-16
S.A. Mason LLC
UNCHANGED11,74811,74800%$1.0M$1.1M+$46.6K2026-10-13
LJI Wealth Management, LLC
INCREASED11,73311,710+23+0%$1.0M$1.1M+$48.6K2026-10-28
Invested Advisors
INCREASED11,7076,649+5,058+76%$572.7K$1.1M+$482.2K2026-10-23
W Advisors, LLC
UNCHANGED11,68911,68900%$1.0M$1.1M+$46.5K2026-11-02
Brian LOW Financial Group, LLC
INCREASED11,68711,553+134+1%$995.2K$1.1M+$58.0K2026-10-28
JB Capital LLC
INCREASED11,65910,527+1,132+11%$906.8K$1.1M+$143.8K2026-10-19
Oath Planning, LLC
INCREASED11,64011,635+5+0%$1.0M$1.0M+$46.7K2026-10-20
One Way Holdings LLC
INCREASED11,6319,370+2,261+24%$807.1K$1.0M+$240.9K2026-10-29
Maseco LLP
DECREASED11,62711,675-480%$1.0M$1.0M+$40.9K2026-10-27
Norden Group LLC
UNCHANGED11,60411,60400%$999.6K$1.0M+$46.1K2026-10-20
Advisory Solutions Group, LLC
INCREASED11,5933,681+7,912+215%$317.1K$1.0M+$727.6K2026-10-14
BancFirst Trust & Investment Management
INCREASED11,56211,358+204+2%$963.8K$1.0M+$76.2K2026-10-30
Cooper Financial Group
DECREASED11,49612,187-691-6%$1.0M$1.0M-$14.0K2026-10-07
Northwest Wealth Management, LLC
INCREASED11,48311,343+140+1%$977.1K$1.0M+$57.6K2026-10-30
Lanark Financial, Inc.
INCREASED11,42210,555+867+8%$909.2K$1.0M+$120.0K2026-10-26
Investment Partners, Ltd.
INCREASED11,3976,065+5,332+88%$522.5K$1.0M+$504.4K2026-10-29
First Affirmative Financial Network
NEW11,373—+11,373——$1.0M—2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED11,3672,678+8,689+324%$230.7K$1.0M+$793.6K2026-10-21
Investment House LLC
INCREASED11,35510,618+737+7%$914.6K$1.0M+$108.6K2026-10-21
Bank of New Hampshire
DECREASED11,32212,806-1,484-12%$1.1M$1.0M-$82.9K2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED11,32212,081-759-6%$1.0M$1.0M-$20.4K2026-10-27
Fingerlakes Wealth Management, Inc.
DECREASED11,29911,819-520-4%$1.0M$1.0M+$772026-11-04
4Wealth Advisors, Inc.
INCREASED11,23210,311+921+9%$874.9K$1.0M+$135.4K2026-10-13
Bay Capital Advisors, LLC
DECREASED11,22311,263-400%$970.2K$1.0M+$41.1K2026-10-16
Thompson Investment Management, Inc.
DECREASED11,14211,442-300-3%$985.6K$1.0M+$18.4K2026-10-14
Chilton Capital Management LLC
INCREASED11,08810,115+973+10%$871.3K$999.1K+$127.8K2026-10-28
RHS Financial, LLC
UNCHANGED11,08711,08700%$955.0K$999.0K+$44.0K2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED11,0448,301+2,743+33%$715.0K$995.1K+$280.1K2026-10-16
Calamos Wealth Management LLC
INCREASED11,0079,894+1,113+11%$852.3K$991.8K+$139.6K2026-11-02
Petersen Hastings Wealth Advisors Inc.
UNCHANGED10,97910,97900%$945.7K$989.3K+$43.6K2026-10-27
New Perspectives, Inc
UNCHANGED10,97410,97400%$945.3K$988.9K+$43.6K2026-10-14
Galvin, Gaustad & Stein, LLC
INCREASED10,95110,798+153+1%$930.1K$986.8K+$56.7K2026-10-08
Semus Wealth Partners LLC
DECREASED10,93811,203-265-2%$965.0K$985.6K+$20.6K2026-10-22
Parcion Private Wealth LLC
INCREASED10,92210,086+836+8%$868.8K$984.2K+$115.4K2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED10,88311,478-595-5%$988.7K$980.6K-$8.1K2026-10-21
Levin Capital Strategies, L.P.
INCREASED10,8654,466+6,399+143%$384.7K$979.0K+$594.3K2026-11-02
Genesis Private Wealth, LLC
INCREASED10,8649,550+1,314+14%$822.7K$978.9K+$156.2K2026-11-02
Symmetry Partners, LLC
DECREASED10,86412,144-1,280-11%$1.0M$979.0K-$67.1K2026-10-27
Narwhal Capital Management
UNCHANGED10,80010,80000%$930.3K$973.2K+$42.9K2026-11-04
Single Point Partners, LLC
DECREASED10,69110,888-197-2%$937.9K$963.3K+$25.5K2026-10-19
Journey Advisory Group, LLC
UNCHANGED10,67010,67000%$919.1K$961.5K+$42.3K2026-11-04
ASK Capital Investment Managers, LLC
NEW10,664—+10,664——$960.9K—2026-10-14
Sierra Ocean, LLC
UNCHANGED10,63810,63800%$916.4K$958.6K+$42.2K2026-11-03
Colonial River Investments, LLC
INCREASED10,57710,462+115+1%$901.2K$953.1K+$51.9K2026-10-19
Voisard Asset Management Group, Inc.
DECREASED10,52110,820-299-3%$932.0K$948.0K+$16.0K2026-10-13
NBH Bank
DECREASED10,47410,589-115-1%$912.1K$943.8K+$31.7K2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED10,44710,218+229+2%$880.2K$941.4K+$61.2K2026-10-23
Thompson Davis & Co., Inc.
INCREASED10,44710,332+115+1%$890.0K$941.4K+$51.4K2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED10,42311,032-609-6%$959.5K$951.7K-$7.8K2026-10-13
Milestone Asset Management Group, LLC
INCREASED10,4129,960+452+5%$858.0K$938.3K+$80.3K2026-10-20
Valtinson Bruner Financial Planning LLC
UNCHANGED10,40610,40600%$896.4K$937.7K+$41.3K2026-11-02
Amicus Financial Advisors, LLC
INCREASED10,3729,524+848+9%$820.4K$934.6K+$114.3K2026-11-03
Gradient Investments LLC
DECREASED10,34712,761-2,414-19%$1.1M$932.4K-$166.8K2026-10-08
Means Investment Co., Inc.
DECREASED10,30510,452-147-1%$900.3K$928.6K+$28.2K2026-11-03
Lynx Investment Advisory
DECREASED10,27213,951-3,679-26%$1.2M$925.6K-$276.2K2026-10-27
Livet Wealth, LLC
INCREASED10,21010,026+184+2%$863.6K$920.0K+$56.4K2026-10-27
Petredis Investment Advisors LLC
INCREASED10,20610,171+35+0%$876.2K$919.7K+$43.5K2026-10-20
Downshift Financial, LLC
DECREASED10,15810,712-554-5%$922.7K$915.4K-$7.4K2026-10-13
Seneca Financial Advisors LLC
UNCHANGED10,15810,15800%$875.0K$915.3K+$40.3K2026-10-28
Avantax Planning Partners, Inc.
DECREASED10,11212,003-1,891-16%$1.0M$911.2K-$122.7K2026-11-03
Clearwave Capital, LLC
DECREASED10,10310,451-348-3%$900.3K$910.4K+$10.1K2026-10-27
Sterling Financial Planning, Inc.
DECREASED10,03310,472-439-4%$902.0K$904.1K+$2.1K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED9,9569,799+157+2%$844.0K$897.2K+$53.1K2026-10-23
Capital Asset Advisory Services LLC
DECREASED9,92711,857-1,930-16%$1.0M$865.3K-$156.1K2026-10-30
Accredited Investor Services, LLC
INCREASED9,8588,713+1,145+13%$750.5K$888.3K+$137.8K2026-10-22
CPC Advisors, LLC
INCREASED9,8484,846+5,002+103%$417.4K$887.4K+$469.9K2026-10-21
Naples Global Advisors, LLC
INCREASED9,8358,570+1,265+15%$738.3K$886.3K+$148.0K2026-11-05
Shira Ridge Wealth Management
DECREASED9,8299,865-360%$849.8K$885.7K+$35.9K2026-10-09
Maltin Wealth Management, Inc.
INCREASED9,8009,792+8+0%$843.5K$883.1K+$39.7K2026-10-13
Discipline Wealth Solutions, LLC
DECREASED9,7899,869-80-1%$850.1K$882.1K+$32.0K2026-10-14
Stone Wealth Partners
INCREASED9,7234,975+4,748+95%$429.0K$875.3K+$446.3K2026-11-05
Retiremitten Financial LLC
DECREASED9,72310,205-482-5%$879.1K$863.5K-$15.6K2026-11-05
Archer Investment Corp
DECREASED9,70411,526-1,822-16%$992.9K$874.5K-$118.4K2026-11-05
Approach Retirement Advisors, LLC
INCREASED9,6998,297+1,402+17%$714.8K$874.0K+$159.2K2026-10-22
Raleigh Capital Management Inc.
INCREASED9,6999,666+33+0%$832.7K$874.0K+$41.3K2026-10-28
Financial Perspectives, Inc
INCREASED9,6139,569+44+0%$824.3K$866.3K+$42.0K2026-11-03
Long Island Wealth Management, Inc.
INCREASED9,5779,575+2+0%$824.8K$862.9K+$38.2K2026-10-20
Align Financial, LLC
DECREASED9,57010,686-1,116-10%$920.5K$862.4K-$58.1K2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED9,5327,608+1,924+25%$655.3K$858.9K+$203.6K2026-10-27
GK Wealth Management LLC
DECREASED9,53210,096-564-6%$869.7K$859.0K-$10.7K2026-10-09
Huntleigh Advisors, Inc.
INCREASED9,5329,237+295+3%$795.7K$859.0K+$63.3K2026-11-03
Sherman Asset Management, Inc.
INCREASED9,4998,431+1,068+13%$726.2K$856.0K+$129.7K2026-11-05
Stockman Wealth Management, Inc.
DECREASED9,4889,639-151-2%$830.3K$854.9K+$24.7K2026-10-27
Tred Avon Family Wealth, LLC
DECREASED9,4869,708-222-2%$836.2K$854.8K+$18.5K2026-10-20
Pillar Financial Advisors, LLC
UNCHANGED9,3999,39900%$809.6K$846.9K+$37.3K2026-10-21
Ellsworth Advisors, LLC
DECREASED9,3779,938-561-6%$872.1K$845.0K-$27.2K2026-10-15
waypoint wealth counsel
INCREASED9,3578,163+1,194+15%$703.2K$843.2K+$140.0K2026-10-22
WPG Advisers, LLC
DECREASED9,3169,365-49-1%$806.7K$839.5K+$32.8K2026-10-27
Meridian Financial Advisors, LLC
DECREASED9,2889,624-336-3%$829.0K$836.9K+$7.9K2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED9,2889,030+258+3%$777.8K$836.9K+$59.1K2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED9,2757,374+1,901+26%$635.2K$835.8K+$200.6K2026-10-09
RDA Financial Network
INCREASED9,2427,048+2,194+31%$607.1K$832.8K+$225.7K2026-10-15
True North Advisors, LLC
INCREASED9,2284,176+5,052+121%$359.7K$831.5K+$471.8K2026-10-22
World Equity Group, Inc.
DECREASED9,22021,822-12,602-58%$1.9M$830.8K-$1.0M2026-10-14
Aufman Associates Inc
DECREASED9,22010,295-1,075-10%$886.8K$830.8K-$56.0K2026-11-04
Keudell ison Wealth Management
UNCHANGED9,1669,16600%$789.6K$825.9K+$36.4K2026-10-16
DBK Financial Counsel, LLC
DECREASED9,1639,569-406-4%$824.3K$825.7K+$1.4K2026-10-13
Tucker Asset Management LLC
INCREASED9,1547,654+1,500+20%$659.3K$824.9K+$165.6K2026-10-29
Legacy Wealth Management, LLC
DECREASED9,1489,198-50-1%$792.3K$824.3K+$32.0K2026-10-22
HRC Wealth Management, LLC
INCREASED9,1427,799+1,343+17%$671.8K$823.8K+$152.0K2026-10-16
Summit Global Investments
DECREASED9,13211,217-2,085-19%$966.0K$823-$965.2K2026-10-28
Arlington Financial Advisors, LLC
UNCHANGED9,0849,08400%$782.5K$818.6K+$36.1K2026-10-19
Continuum Wealth Advisors, LLC
INCREASED9,0665,082+3,984+78%$437.8K$816.9K+$379.2K2026-10-20
Benin Management Corp
INCREASED9,0669,059+7+0%$780.4K$816.9K+$36.5K2026-10-22
Rose Capital Advisors LLC
INCREASED9,0377,022+2,015+29%$604.9K$814.4K+$209.5K2026-11-04
First Business Financial Services, Inc.
UNCHANGED9,0129,01200%$776.3K$812.1K+$35.8K2026-10-29
Rhodes Investment Advisors Inc
INCREASED8,9978,957+40+0%$771.6K$810.7K+$39.2K2026-10-07
SigFig Wealth Management, LLC
INCREASED8,9798,514+465+5%$722.4K$809.1K+$86.7K2026-10-07
M Wealth Management, LLC
INCREASED8,9048,766+138+2%$755.1K$802.3K+$47.2K2026-10-14
Koenig Investment Advisory, LLC
INCREASED8,8558,332+523+6%$717.7K$797.9K+$80.2K2026-10-09
Cape Investment Advisory, Inc.
DECREASED8,7748,837-63-1%$761.2K$790.6K+$29.4K2026-10-13
Milestone Asset Management, LLC
DECREASED8,77012,050-3,280-27%$1.0M$790.3K-$247.7K2026-10-15
North Star Investment Management Corp.
INCREASED8,7708,166+604+7%$703.4K$790.3K+$86.9K2026-10-27
RAM Investment Partners, LLC
UNCHANGED8,7428,74200%$753.0K$787.7K+$34.7K2026-10-21
Avestar Capital, LLC
DECREASED8,73019,896-11,166-56%$1.7M$786.7K-$927.2K2026-10-28
Richardson Capital Management LLC
DECREASED8,7288,753-250%$754.0K$786.5K+$32.5K2026-10-23
Sepio Capital, LP
INCREASED8,7048,703+1+0%$749.7K$784.4K+$34.7K2026-10-22
Bailard, Inc.
INCREASED8,6746,827+1,847+27%$588.1K$781.7K+$193.6K2026-10-13
Value Investment Professionals, LLC
INCREASED8,6628,658+4+0%$745.8K$780.5K+$34.7K2026-10-13
Fairscale Capital, LLC
DECREASED8,6578,940-283-3%$770.1K$736.4K-$33.7K2026-11-04
Beacon Financial Planning, Inc
INCREASED8,6487,623+1,025+13%$656.7K$779.2K+$122.6K2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED8,6348,440+194+2%$727.0K$778.0K+$51.0K2026-10-26
Johnson Financial Group, LLC
INCREASED8,5978,581+16+0%$739.2K$774.7K+$35.5K2026-11-03
Mason & Associates, LLC
UNCHANGED8,5928,59200%$740.1K$774.2K+$34.1K2026-10-26
Amplius Wealth Advisors, LLC
INCREASED8,5555,780+2,775+48%$497.9K$770.8K+$273.0K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED8,5207,182+1,338+19%$618.7K$767.8K+$149.1K2026-11-03
Phillip James Consulting Co.
UNCHANGED8,5028,50200%$732.4K$766.1K+$33.8K2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED8,4356,962+1,473+21%$599.7K$760.1K+$160.3K2026-10-13
Viewpoint Capital Management LLC
UNCHANGED8,4308,43000%$726.2K$759.6K+$33.5K2026-10-27
Fermata Advisors, LLC
INCREASED8,4108,409+1+0%$724.4K$757.8K+$33.4K2026-10-13
PKS Advisory Services, LLC
UNCHANGED8,4058,40500%$724.0K$724.0K$02026-10-26
ARQ Wealth Advisors, LLC
INCREASED8,3707,770+600+8%$665.7K$754.2K+$88.5K2026-10-29
jvl associates llc
UNCHANGED8,3678,36700%$720.7K$753.9K+$33.2K2026-10-09
Zenith Solutions, Inc.
INCREASED8,3568,348+8+0%$719.1K$753.0K+$33.9K2026-10-19
Waters Parkerson & Co., LLC
INCREASED8,3558,349+6+0%$719.2K$752.9K+$33.7K2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED8,3408,34000%$718.4K$751.5K+$33.1K2026-10-30
Financial Futures Ltd Liability Co.
UNCHANGED8,3408,34000%$718.4K$751.5K+$33.1K2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED8,3079,610-1,303-14%$827.8K$748.5K-$79.3K2026-10-05
Peak Wealth Management LLC
DECREASED8,2928,323-310%$716.9K$735.3K+$18.3K2026-10-26
Cypress Wealth Services, LLC
UNCHANGED8,2568,25600%$711.2K$764.9K+$53.7K2026-10-21
Highland Capital Management, LLC
DECREASED8,2518,404-153-2%$724.0K$743.5K+$19.5K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED8,2188,217+1+0%$707.8K$740.5K+$32.7K2026-10-15
Farrell Financial LLC
DECREASED8,1328,378-246-3%$721.7K$732.8K+$11.1K2026-10-16
WP Advisors, LLC
INCREASED8,1188,111+7+0%$698.7K$731.6K+$32.9K2026-10-22
Strid Group, LLC
UNCHANGED8,1188,11800%$699.3K$731.5K+$32.2K2026-10-28
Colton Groome Financial Advisors, LLC
UNCHANGED8,0888,08800%$696.7K$728.8K+$32.1K2026-10-06
Walker Asset Management, LLC
INCREASED8,0658,064+1+0%$694.6K$726.8K+$32.1K2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED8,0188,014+4+0%$690.3K$722.5K+$32.2K2026-10-14
LEE Danner & Bass Inc
DECREASED7,9948,196-202-2%$706.0K$720.3K+$14.3K2026-10-27
True Wealth Design, LLC
INCREASED7,968523+7,445+1424%$45.1K$718.0K+$672.9K2026-10-13
Verde Capital Management
DECREASED7,95612,543-4,587-37%$1.1M$716.9K-$363.6K2026-10-28
Bannerman Wealth Management Group, LLC
UNCHANGED7,9207,92000%$682.2K$713.7K+$31.4K2026-10-09
Private Client Services, LLC
INCREASED7,9037,897+6+0%$680.3K$712.2K+$31.9K2026-10-02
JGP Wealth Management, LLC
INCREASED7,8916,582+1,309+20%$567.0K$711.1K+$144.1K2026-10-13
Pioneer Family Office, LLC
UNCHANGED7,8787,87800%$678.6K$709.9K+$31.3K2026-10-30
Valley Forge Investment Consultants Inc ADV
INCREASED7,8697,421+448+6%$639.2K$709.1K+$69.9K2026-11-03
Country Trust Bank
DECREASED7,8687,884-160%$679.1K$709.0K+$29.9K2026-10-30
Capital Square, LLC
INCREASED7,8567,253+603+8%$634.0K$707.9K+$74.0K2026-10-19
Three Bridge Wealth Advisors, LLC
UNCHANGED7,7827,78200%$670.3K$701.2K+$30.9K2026-11-05
Carroll Advisory Group, LLC
DECREASED7,7678,064-297-4%$694.6K$699.9K+$5.2K2026-10-16
Rockline Wealth Management, LLC
INCREASED7,7397,430+309+4%$640.1K$697.4K+$57.3K2026-10-26
American Financial & TAX Strategies Inc
DECREASED7,7308,196-466-6%$706.0K$696.6K-$9.5K2026-10-16
CLG LLC
DECREASED7,7269,704-1,978-20%$835.9K$696.2K-$139.7K2026-10-13
Legacy Private Trust Co.
INCREASED7,7036,890+813+12%$593.5K$694.1K+$100.6K2026-10-06
Advisory Advocates, LLC
INCREASED7,6857,440+245+3%$640.9K$692.5K+$51.6K2026-11-05
Tranquility Partners, LLC
INCREASED7,6816,815+866+13%$587.0K$693.8K+$106.8K2026-10-20
Buttonwood Financial Advisors Inc.
DECREASED7,6439,455-1,812-19%$814.4K$688.7K-$125.7K2026-10-13
Wealth Group Ltd
DECREASED7,6367,687-51-1%$662.2K$696.2K+$34.0K2026-10-07
Center For Asset Management LLC
DECREASED7,5827,901-319-4%$680.6K$683.2K+$2.6K2026-10-16
Ti-Trust, Inc
DECREASED7,5727,992-420-5%$688.4K$682.3K-$6.1K2026-10-21
HFG Wealth Management, LLC
UNCHANGED7,5557,55500%$650.8K$650.8K$02026-10-16
Hegarty Advisors, LLC
INCREASED7,5457,544+1+0%$649.8K$679.9K+$30.1K2026-10-20
Arthur M. Cohen & Associates, LLC
INCREASED7,4887,485+3+0%$644.8K$674.7K+$30.0K2026-10-26
Nicholas Wealth, Llc.
INCREASED7,4404,216+3,224+76%$363.2K$670.4K+$307.3K2026-10-26
Quad-Cities Investment Group, LLC
DECREASED7,3897,391-20%$636.7K$665.9K+$29.2K2026-10-16
Platt Wealth Management LLC
INCREASED7,3814,980+2,401+48%$428.0K$665-$427.3K2026-11-04
Murphy Pohlad Asset Management LLC
INCREASED7,3777,369+8+0%$634.8K$664.8K+$29.9K2026-10-22
Gilpin Wealth Management, LLC
DECREASED7,3557,460-105-1%$642.6K$662.8K+$20.2K2026-10-09
SilverOak Wealth Management LLC
INCREASED7,3437,338+5+0%$632.1K$661.7K+$29.6K2026-10-29
Motive Wealth Advisors
DECREASED7,3347,404-70-1%$637.8K$660.9K+$23.1K2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED7,31610,630-3,314-31%$915.7K$659.3K-$256.4K2026-10-15
Financial Security Advisor, Inc.
INCREASED7,3157,076+239+3%$609.6K$659.2K+$49.6K2026-11-03
Cullinan Associates Inc
INCREASED7,2854,992+2,293+46%$430.0K$656.5K+$226.4K2026-11-03
Peoples Financial Services Corp.
DECREASED7,2827,338-56-1%$632.1K$656.2K+$24.1K2026-10-20
LexAurum Advisors, LLC
INCREASED7,2796,789+490+7%$584.8K$655.9K+$71.1K2026-10-19
Essex LLC
DECREASED7,2677,360-93-1%$634.0K$654.8K+$20.8K2026-10-14
Eagle Bay Advisors LLC
DECREASED7,2598,028-769-10%$691.5K$654.1K-$37.4K2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW7,238—+7,238——$652.2K—2026-10-22
KPP Advisory Services LLC
DECREASED7,23330,372-23,139-76%$2.6M$651.8K-$2.0M2026-10-26
Westside Investment Management, Inc.
INCREASED7,2097,208+1+0%$621.0K$649.6K+$28.7K2026-11-02
Keystone Financial Group, Inc.
INCREASED7,2007,193+7+0%$619.6K$648.8K+$29.2K2026-10-13
Solstein Capital, LLC
UNCHANGED7,1947,19400%$619.7K$648.3K+$28.6K2026-11-02
D.B. Root & Company, LLC
INCREASED7,1907,188+2+0%$619.2K$647.9K+$28.8K2026-11-04
Towneley Capital Management, Inc / de
UNCHANGED7,1677,16700%$617.3K$645.8K+$28.5K2026-10-09
Clarity Wealth Advisors, LLC
DECREASED7,1007,538-438-6%$649.4K$639.8K-$9.5K2026-10-21
Financial Management Network Inc
UNCHANGED7,0997,09900%$605.3K$647.2K+$41.9K2026-10-09
Buck Wealth Strategies, LLC
DECREASED7,08115,298-8,217-54%$1.3M$638.0K-$679.7K2026-10-28
MBL Wealth, LLC
DECREASED7,0747,224-150-2%$622.3K$637.4K+$15.2K2026-10-22
MinichMacGregor Wealth Management, LLC
INCREASED7,0515,829+1,222+21%$502.1K$635.4K+$133.3K2026-10-14
Midwest Capital Advisors, LLC
DECREASED7,0467,118-72-1%$613.1K$634.9K+$21.8K2026-11-04
Integrated Financial Solutions, Inc.
UNCHANGED7,0327,03200%$605.7K$605.7K$02026-10-09
Ipsen Advisor Group LLC
DECREASED7,0037,061-58-1%$608.2K$631.1K+$22.9K2026-10-29
GEM Asset Management, LLC
INCREASED6,9486,423+525+8%$553.2K$626.1K+$72.8K2026-10-13
Main Street Group, LTD
DECREASED6,9306,942-120%$598.0K$624.5K+$26.5K2026-10-28
Beacon Wealthcare LLC
UNCHANGED6,9006,90000%$594.4K$621.8K+$27.4K2026-10-02
Ballast Rock Private Wealth LLC
UNCHANGED6,8786,87800%$592.4K$619.8K+$27.4K2026-10-26
Denver PWM, LLC
UNCHANGED6,8366,83600%$610.7K$616.0K+$5.3K2026-10-22
Cookson Peirce & Co Inc
INCREASED6,8226,456+366+6%$556.1K$614.7K+$58.6K2026-10-30
Pachira Investments Inc.
INCREASED6,8006,736+64+1%$580.2K$612.7K+$32.5K2026-10-14
Flower City Capital
DECREASED6,7987,404-606-8%$637.8K$612.6K-$25.2K2026-10-15
North Forty Two & Co.
INCREASED6,7726,771+1+0%$583.3K$610.3K+$27.0K2026-10-19
MBE Wealth Management, LLC
INCREASED6,7436,723+20+0%$579.2K$607.6K+$28.4K2026-10-26
Ferguson Shapiro LLC
DECREASED6,7258,526-1,801-21%$734.4K$606.0K-$128.4K2026-10-16
Meridian Financial Partners LLC
INCREASED6,7215,501+1,220+22%$482.8K$603.4K+$120.7K2026-10-23
Trademark Financial Management, LLC
DECREASED6,7166,952-236-3%$598.8K$605.2K+$6.4K2026-10-23
TriaGen Wealth Management LLC
UNCHANGED6,6966,69600%$576.8K$603.4K+$26.6K2026-10-14
Fidelity D & D Bancorp Inc
DECREASED6,6736,750-77-1%$581.4K$601.3K+$19.9K2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED6,6546,187+467+8%$532.9K$599.6K+$66.6K2026-11-03
Flywheel Private Wealth LLC
INCREASED6,6516,650+1+0%$572.9K$599.3K+$26.4K2026-11-02
Washington Trust Co
INCREASED6,6496,624+25+0%$570.6K$599.1K+$28.6K2026-10-22
Salus Financial Advisors, LLC
UNCHANGED6,6426,64200%$572.1K$598.5K+$26.4K2026-10-20
Gainline Financial Partners, LLC
INCREASED6,6066,390+216+3%$550.4K$595.3K+$44.9K2026-10-15
Rainey & Randall Wealth Advisors Inc.
UNCHANGED6,6006,60000%$568.5K$594.7K+$26.2K2026-10-26
Welch & Forbes LLC
UNCHANGED6,5766,57600%$566.5K$592.6K+$26.1K2026-11-04
Unique Wealth, LLC
DECREASED6,5757,543-968-13%$649.8K$592.5K-$57.3K2026-10-16
Twele Capital Management, Inc.
DECREASED6,5736,585-120%$567.2K$592.3K+$25.1K2026-10-13
Riverbend Wealth Management, LLC
INCREASED6,5706,031+539+9%$519.5K$592.0K+$72.5K2026-10-15
Weaver Consulting Group
INCREASED6,5586,443+115+2%$555.0K$590.9K+$35.9K2026-10-07
Chapman Financial Group, LLC
UNCHANGED6,5586,55800%$564.9K$590.9K+$26.0K2026-10-26
Impact Capital Partners LLC
DECREASED6,5296,593-64-1%$567.9K$588.3K+$20.4K2026-10-22
Decision Investments, Inc
UNCHANGED6,4986,49800%$559.7K$585.5K+$25.8K2026-10-07
Planned Solutions, Inc.
UNCHANGED6,4986,49800%$559.8K$585.6K+$25.8K2026-10-19
Sigma Investment Counselors Inc
INCREASED6,4384,824+1,614+33%$415.5K$580.1K+$164.6K2026-10-27
Mission Financial Group, LLC
DECREASED6,4368,097-1,661-21%$697.5K$580.0K-$117.5K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED6,4336,596-163-2%$568.2K$579.7K+$11.5K2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED6,4026,40200%$551.5K$576.9K+$25.4K2026-10-15
Advisor Resource Council
NEW6,382—+6,382——$587.5K—2026-11-05
Cooper Capital Advisors LLC
INCREASED6,3776,157+220+4%$530.4K$574.6K+$44.2K2026-10-29
Tcfg Investment Advisors, LLC
INCREASED6,3716,212+159+3%$535.1K$574.1K+$39.0K2026-10-20
Portland Financial Advisors Inc
INCREASED6,3636,180+183+3%$532.3K$573.4K+$41.0K2026-10-26
Cascade Investment Group, Inc.
UNCHANGED6,3416,34100%$546.2K$571.4K+$25.2K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED6,3356,527-192-3%$562.2K$570.8K+$8.6K2026-10-09
Wealth Quarterback LLC
INCREASED6,2944,545+1,749+38%$391.5K$567.2K+$175.6K2026-10-20
Verity Asset Management, Inc.
INCREASED6,2886,281+7+0%$541.1K$566.5K+$25.4K2026-10-30
Nemes Rush Group LLC
DECREASED6,2736,291-180%$541.9K$565.2K+$23.3K2026-11-04
Zullo Investment Group, Inc.
UNCHANGED6,2406,24000%$537.5K$562.3K+$24.8K2026-10-20
Stackstone Wealth, LLC
NEW6,237—+6,237——$562.0K—2026-10-19
Lane Brothers & Co Inc
DECREASED6,2049,864-3,660-37%$849.7K$559.0K-$290.6K2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED6,2046,201+3+0%$534.2K$559.1K+$24.9K2026-10-22
Cascade Investment Advisors, Inc.
UNCHANGED6,2046,20400%$534.4K$559.0K+$24.6K2026-11-02
Foster Victor Wealth Advisors, LLC
DECREASED6,2016,503-302-5%$565.5K$550.8K-$14.7K2026-10-21
Capital Investment Services of America, Inc.
DECREASED6,2006,232-32-1%$536.9K$558.7K+$21.9K2026-11-02
Flagstar Securities, Inc
INCREASED6,1905,714+476+8%$492.3K$557.8K+$65.5K2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED6,1786,17800%$532.2K$556.7K+$24.5K2026-10-20
Granite FO LLC
UNCHANGED6,1686,16800%$531.3K$555.8K+$24.5K2026-10-14
GreatBanc Trust Co
UNCHANGED6,1506,15000%$529.8K$554.2K+$24.4K2026-11-04
Horizon Financial Services, LLC
INCREASED6,1415,931+210+4%$510.9K$553.4K+$42.5K2026-11-04
Missouri Trust & Investment Co
DECREASED6,1366,336-200-3%$539.8K$552.9K+$13.1K2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED6,1184,170+1,948+47%$359.2K$551.3K+$192.1K2026-10-28
Key Capital Management, Inc
INCREASED6,1102,472+3,638+147%$212.9K$546.0K+$333.1K2026-11-03
DDD Partners, LLC
UNCHANGED6,0906,09000%$524.6K$548.8K+$24.2K2026-11-02
Retirement Solution LLC
DECREASED6,0587,645-1,587-21%$658.6K$545.9K-$112.7K2026-10-27
Peddock Capital Advisors, LLC
NEW6,046—+6,046——$544.8K—2026-10-16
Praetorian Wealth Management, Inc.
UNCHANGED6,0276,02700%$519.2K$543.1K+$23.9K2026-10-16
Tompkins Financial Corp
INCREASED6,0254,608+1,417+31%$396.9K$542.9K+$146.0K2026-10-05
ARK & TLK Investments, LLC
DECREASED6,0106,391-381-6%$550.5K$541.5K-$9.0K2026-10-20
GFG Capital, LLC
DECREASED6,0046,294-290-5%$542.2K$541.0K-$1.1K2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED5,9985,997+1+0%$516.6K$540.5K+$23.9K2026-11-05
Onyx Financial Advisors, LLC
NEW5,968—+5,968——$537.8K—2026-10-21
Strategic Planning Group, LLC
INCREASED5,9645,958+6+0%$513.3K$537.5K+$24.2K2026-10-22
J.M. Arbour, LLC
DECREASED5,9476,327-380-6%$545.0K$535.9K-$9.1K2026-11-05
Lyell Wealth Management, LP
DECREASED5,9276,306-379-6%$543.2K$534.0K-$9.2K2026-10-30
WealthBridge Capital Management, LLC
INCREASED5,9175,897+20+0%$508.0K$533.2K+$25.2K2026-10-16
tru Independence LLC
INCREASED5,8955,891+4+0%$507.4K$531.2K+$23.7K2026-10-20
Berman McAleer LLC
UNCHANGED5,8805,88000%$506.5K$529.8K+$23.3K2026-10-16
Selective Wealth Management, Inc.
UNCHANGED5,8695,86900%$500.4K$526.9K+$26.5K2026-10-16
Rockland Trust Co
INCREASED5,8475,446+401+7%$469.1K$526.9K+$57.8K2026-10-05
Weitzel Financial Services, Inc.
INCREASED5,8285,808+20+0%$495.4K$531.3K+$36.0K2026-10-16
Financial Management Professionals, Inc.
UNCHANGED5,8225,82200%$501.5K$524.6K+$23.1K2026-10-23
Townsend Asset Management Corp
DECREASED5,8215,843-220%$503.4K$524.5K+$21.2K2026-10-29
Breachway Investments LLC
DECREASED5,8208,725-2,905-33%$751.6K$524.4K-$227.2K2026-10-19
Braun-Bostich & Associates Inc.
UNCHANGED5,8145,81400%$500.8K$523.9K+$23.1K2026-10-20
Penobscot Wealth Management
INCREASED5,7965,793+3+0%$499.0K$522.3K+$23.3K2026-10-21
Haven Private, LLC
DECREASED5,7745,924-150-3%$510.3K$520.3K+$10.0K2026-10-27
Creekside Partners
INCREASED5,7625,759+3+0%$496.1K$519.2K+$23.1K2026-11-04
Fairvoy Private Wealth, LLC
NEW5,755—+5,755——$518.6K—2026-10-19
Signature Resources Capital Management, LLC
DECREASED5,7406,496-756-12%$559.6K$517.2K-$42.3K2026-10-16
TopTier Wealth Management, LLC
UNCHANGED5,7055,70500%$491.4K$514.1K+$22.7K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED5,7016,562-861-13%$565.3K$513.7K-$51.6K2026-10-26
Plan Group Financial, LLC
INCREASED5,7002,910+2,790+96%$250.7K$505.4K+$254.8K2026-10-22
Pacific Sage Partners, LLC
UNCHANGED5,6945,69400%$490.5K$513.1K+$22.6K2026-10-21
XML Financial, LLC
DECREASED5,6695,705-36-1%$491.4K$510.8K+$19.4K2026-10-29
KRM Wealth Management L.L.C.
INCREASED5,6635,660+3+0%$487.5K$510.3K+$22.7K2026-11-02
Define Financial, LLC
INCREASED5,6615,655+6+0%$487.1K$510.1K+$23.0K2026-10-14
Maple Capital Management, Inc.
INCREASED5,6605,443+217+4%$468.9K$510.0K+$41.2K2026-11-02
Well Done, LLC
INCREASED5,6484,693+955+20%$404.3K$508.9K+$104.7K2026-10-20
SYM Financial Corp
UNCHANGED5,6445,64400%$486.2K$508.6K+$22.4K2026-10-26
KFG Wealth Management, LLC
INCREASED5,6373,973+1,664+42%$342.2K$507.9K+$165.7K2026-10-16
BOS Asset Management, LLC
DECREASED5,63311,670-6,037-52%$1.0M$507.6K-$497.7K2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED5,6235,62300%$484.4K$506.7K+$22.3K2026-10-14
Matisse Capital
INCREASED5,6044,482+1,122+25%$386.1K$505.0K+$118.9K2026-10-29
Clear Harbor Asset Management, LLC
UNCHANGED5,5975,59700%$482.1K$504.3K+$22.2K2026-11-05
Beacon Financial Strategies Corp
INCREASED5,5784,180+1,398+33%$360.0K$502.6K+$142.6K2026-10-14
Sara-Bay Financial
NEW5,571—+5,571——$502.0K—2026-10-21
Hobart Private Capital, LLC
UNCHANGED5,5635,56300%$479.2K$501.3K+$22.1K2026-10-19
Stenger Family Office, LLC
INCREASED5,5563,690+1,866+51%$317.9K$509.8K+$191.9K2026-10-22
Dhjj Financial Advisors, Ltd.
DECREASED5,5565,576-200%$480.3K$500.6K+$20.3K2026-10-23
Elevation Wealth Management LLC
DECREASED5,5045,534-30-1%$476.7K$496.0K+$19.3K2026-11-02
Mystic Asset Management, Inc.
UNCHANGED5,4845,48400%$472.4K$494.2K+$21.8K2026-10-15
Princeton Capital Management LLC
INCREASED5,4625,169+293+6%$445.2K$492.2K+$47.0K2026-10-27
Independence Wealth Advisors, LLC
DECREASED5,4605,468-80%$471.0K$492.0K+$21.0K2026-10-29
High Point Wealth Management, LLC
UNCHANGED5,4335,43300%$468.0K$489.6K+$21.6K2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED5,4026,458-1,056-16%$556.3K$486.8K-$69.5K2026-10-09
Camelot Technology Advisors, Inc.
UNCHANGED5,4005,40000%$465.2K$486.6K+$21.4K2026-10-09
Appleton Partners Inc
UNCHANGED5,3945,39400%$465.0K$486-$464.5K2026-10-30
Virtue Capital Management, LLC
DECREASED5,3775,674-297-5%$488.8K$484.6K-$4.2K2026-10-29
Kelly Financial Services LLC
DECREASED5,3765,391-150%$464.4K$484.4K+$20.0K2026-10-20
D'Orazio & Associates, Inc.
INCREASED5,3575,342+15+0%$460.1K$482.7K+$22.6K2026-11-04
Abacus Planning Group, Inc.
INCREASED5,3473,245+2,102+65%$279.5K$481.8K+$202.3K2026-11-02
LVZ, Inc.
INCREASED5,3465,274+72+1%$454.3K$481.7K+$27.4K2026-10-20
Cpwa, LLC
INCREASED5,3305,327+3+0%$458.9K$488.4K+$29.6K2026-11-04
Sterling Group Wealth Management, LLC
INCREASED5,3215,058+263+5%$435.7K$479.5K+$43.8K2026-11-03
Fortress Financial Group, LLC
DECREASED5,3175,413-96-2%$466.3K$479.1K+$12.8K2026-10-21
Wells Financial Advisors Inc
UNCHANGED5,2925,29200%$455.9K$476.9K+$21.0K2026-11-02
Cresta Advisors, Ltd.
UNCHANGED5,2925,29200%$455.9K$476.9K+$21.0K2026-10-14
Davidson Investment Advisors
NEW5,288—+5,288——$476.5K—2026-10-20
Smith Thornton Advisors LLC
UNCHANGED5,2865,28600%$455.4K$476.3K+$20.9K2026-10-16
Park Capital Management, LLC / WI
INCREASED5,2814,911+370+8%$423.0K$475.9K+$52.9K2026-10-13
6th Street Advisors, LLC
UNCHANGED5,2805,28000%$454.8K$475.8K+$21.0K2026-10-14
Adkins Seale Capital Management LLC
DECREASED5,2715,558-287-5%$478.8K$475.0K-$3.8K2026-10-27
Secure Asset Management, LLC
INCREASED5,2635,262+1+0%$453.3K$474.2K+$21.0K2026-10-19
Oarsman Capital, Inc.
DECREASED5,2545,335-81-2%$459.5K$473.4K+$13.9K2026-11-05
Montecito Bank & Trust
UNCHANGED5,2385,23800%$451.2K$472.0K+$20.8K2026-10-01
Stonebridge Financial Group, LLC
INCREASED5,2345,122+112+2%$441.2K$471.7K+$30.4K2026-10-01
Precedent Wealth Partners, LLC
DECREASED5,2177,528-2,311-31%$648.5K$470.1K-$178.3K2026-10-21
Great Point Wealth Advisors, LLC
UNCHANGED5,1965,19600%$447.6K$468.2K+$20.6K2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED5,1905,19000%$447.1K$467.7K+$20.6K2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED5,1683,192+1,976+62%$275.0K$465.7K+$190.7K2026-10-26
Nilsine Partners, LLC
INCREASED5,1594,444+715+16%$382.8K$464.8K+$82.0K2026-11-02
Blackston Financial Advisory Group, LLC
INCREASED5,1554,675+480+10%$402.7K$464.5K+$61.9K2026-11-04
First City Capital Management, Inc.
INCREASED5,1435,142+1+0%$442.9K$463.4K+$20.5K2026-10-27
Forbes Financial Planning, Inc.
UNCHANGED5,1305,13000%$441.9K$462.3K+$20.4K2026-10-23
Entrust Financial LLC
INCREASED5,1165,113+3+0%$440.5K$461.0K+$20.6K2026-11-04
Old North State Wealth Management, LLC
DECREASED5,1145,128-140%$441.9K$461.0K+$19.1K2026-10-22
New Hampshire Trust
UNCHANGED5,1005,10000%$439.3K$459.6K+$20.2K2026-10-20
Ashurst Perkins Coie Trust Co
DECREASED5,0795,164-85-2%$444.8K$457.7K+$12.8K2026-10-15
Gunderson Capital Management LLC
NEW5,074—+5,074——$457.2K—2026-10-15
Power Wealth Management LLC
INCREASED5,0703,636+1,434+39%$313.2K$456.9K+$143.7K2026-10-27
Capital Advantage, Inc.
DECREASED5,06712,514-7,447-60%$1.1M$456.6K-$621.4K2026-10-14
Pullen Investment Management, LLC
UNCHANGED5,0525,05200%$435.2K$455.2K+$20.1K2026-10-23
First Nebraska Trust Co
DECREASED5,0436,660-1,617-24%$573.7K$454.4K-$119.3K2026-10-30
Burkett Financial Services, LLC
DECREASED5,0205,977-957-16%$514.9K$452.4K-$62.5K2026-10-01
Briaud Financial Planning Inc
DECREASED4,9986,324-1,326-21%$544.7K$450.4K-$94.4K2026-10-20
Ledyard National Bank
DECREASED4,9925,352-360-7%$461.0K$449.8K-$11.2K2026-10-21
Tennessee Valley Asset Management Partners
DECREASED4,9775,126-149-3%$441.6K$448.5K+$6.9K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED4,9711,704+3,267+192%$146.8K$447.9K+$301.2K2026-10-29
Sentinel Trust Co LBA
UNCHANGED4,9684,96800%$428$448+$202026-11-03
LVM Capital Management LTD
INCREASED4,9584,908+50+1%$423$446.8K+$446.3K2026-10-20
Greenup Street Wealth Management LLC
NEW4,955—+4,955——$446.5K—2026-10-28
Wilkerson Advisory Group LLC
DECREASED4,9505,130-180-4%$441.9K$446.0K+$4.1K2026-10-20
Moran Wealth Management, LLC
NEW4,929—+4,929——$444.2K—2026-10-22
Able Financial Group, LLC
INCREASED4,9263,300+1,626+49%$284.3K$443.9K+$159.6K2026-10-14
Leelyn Smith, LLC
INCREASED4,9132,324+2,589+111%$200.2K$442.7K+$242.5K2026-11-03
Inscription Capital, LLC
DECREASED4,9097,570-2,661-35%$652.1K$442.4K-$209.8K2026-11-02
Bank of Stockton
DECREASED4,8804,920-40-1%$423.8K$439.7K+$15.9K2026-10-20
TrueWealth Advisors, LLC
DECREASED4,8774,915-38-1%$423.3K$439.5K+$16.1K2026-10-09
Northland Securities, Inc.
INCREASED4,8724,860+12+0%$418.6K$439.0K+$20.4K2026-11-02
Resonant Capital Advisors, LLC
DECREASED4,8684,981-113-2%$429.1K$438.7K+$9.6K2026-10-15
Laurel Wealth Planning LLC
UNCHANGED4,8664,86600%$419.2K$438.5K+$19.3K2026-11-02
Morton Capital Management LLC
UNCHANGED4,8664,86600%$419.2K$438.5K+$19.3K2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED4,8484,84800%$417.6K$436.9K+$19.2K2026-10-16
Lmcg Investments, LLC
INCREASED4,8424,507+335+7%$388.2K$436.3K+$48.1K2026-10-21
Advanced Asset Management Advisors Inc
INCREASED4,8364,773+63+1%$411.1K$435.8K+$24.7K2026-10-20
American State Bank (Iowa)
DECREASED4,8245,388-564-10%$464.1K$434.7K-$29.4K2026-11-03
Stonekeep Investments, LLC
UNCHANGED4,8244,82400%$416$434.7K+$434.3K2026-10-15
Asset One Wealth Management LLC
INCREASED4,8222,880+1,942+67%$252.7K$434.5K+$181.8K2026-11-02
SC&H Financial Advisors, Inc.
INCREASED4,8164,815+1+0%$414.7K$434.0K+$19.3K2026-10-14
Foresight Capital Management Advisors, Inc.
INCREASED4,8144,813+1+0%$414.6K$433.8K+$19.1K2026-10-27
Dynamic Financial Group
UNCHANGED4,8114,81100%$414.5K$433.6K+$19.1K2026-10-28
Global Wealth Management, LLC
INCREASED4,7794,775+4+0%$411.3K$430.6K+$19.3K2026-10-15
Iron Financial LLC
UNCHANGED4,7794,77900%$411.6K$430.6K+$19.0K2026-10-23
Innova Wealth Partners
INCREASED4,7744,770+4+0%$410.9K$430.2K+$19.3K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED4,7694,76900%$410.8K$410.8K$02026-10-13
Wheelhouse Advisory Group LLC
INCREASED4,7574,055+702+17%$349.3K$428.7K+$79.3K2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED4,7544,904-150-3%$422.4K$428.4K+$6.0K2026-10-09
Landmark Wealth Management, Inc.
DECREASED4,7076,204-1,497-24%$534.4K$424.1K-$110.3K2026-11-04
GEN Financial Management, Inc.
NEW4,694—+4,694——$423.0K—2026-10-13
Taylor & Morgan Wealth Management, LLC
DECREASED4,6895,108-419-8%$440.0K$422.5K-$17.4K2026-10-09
Dala Group, LLC
NEW4,685—+4,685——$422.1K—2026-10-29
West Paces Advisors Inc.
DECREASED4,6805,680-1,000-18%$489.3K$421.7K-$67.6K2026-10-13
Colony Family Offices, LLC
DECREASED4,6694,812-143-3%$414.5K$420.7K+$6.2K2026-10-22
Clear Retirement Advice LLC
DECREASED4,6604,759-99-2%$409.9K$419.9K+$10.0K2026-10-22
West Wealth Group, LLC
INCREASED4,6522,684+1,968+73%$231.3K$419.2K+$187.9K2026-10-14
SBK Financial, Inc.
UNCHANGED4,6504,65000%$400.6K$419.0K+$18.5K2026-11-02
Fairman Group, LLC
INCREASED4,6484,643+5+0%$400.0K$418.8K+$18.9K2026-10-26
NBT Bank, N.A.
INCREASED4,6414,428+213+5%$381.4K$418.2K+$36.8K2026-10-21
Integrity Investment Advisors, LLC
INCREASED4,6404,638+2+0%$399.5K$418.1K+$18.6K2026-11-03
Anson Capital, Inc.
DECREASED4,6254,675-50-1%$402.7K$416.8K+$14.1K2026-10-23
Corepath Wealth Partners LLC
DECREASED4,5785,112-534-10%$439.6K$423.1K-$16.5K2026-10-21
Gateway Investment Advisers LLC
UNCHANGED4,5774,57700%$394.3K$412.4K+$18.2K2026-10-13
Saxony Capital Management, LLC
DECREASED4,5544,603-49-1%$396.5K$410.3K+$13.8K2026-10-15
Burns J W & Co Inc
UNCHANGED4,5424,54200%$391.2K$409.3K+$18.0K2026-10-20
Waycross Investment Management Co
UNCHANGED4,5364,53600%$390.7K$408.7K+$18.0K2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED4,5184,494+24+1%$387.1K$407.1K+$20.0K2026-10-19
International Private Wealth Advisors LLC
INCREASED4,5092,661+1,848+69%$229.2K$406.3K+$177.1K2026-11-05
Wagner Wealth Management, LLC
DECREASED4,4887,967-3,479-44%$686.3K$404.4K-$281.9K2026-10-21
Bdfs Capital LLC
INCREASED4,4784,353+125+3%$375.0K$403.5K+$28.5K2026-10-14
Clear Wave Wealth Management LLC
UNCHANGED4,4774,47700%$385.6K$403.4K+$17.8K2026-11-04
Midwest Financial Network, LLC
INCREASED4,4743,250+1,224+38%$280.0K$403.1K+$123.1K2026-10-13
Texas Bank & Trust Co
UNCHANGED4,4704,47000%$385.0K$402.8K+$17.7K2026-11-04
Tempus Wealth Planning, LLC
DECREASED4,4674,532-65-1%$390.4K$402.5K+$12.2K2026-10-14
CMG Global Holdings, LLC
DECREASED4,4616,690-2,229-33%$576.3K$402.0K-$174.3K2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED4,4466,245-1,799-29%$537.9K$400.7K-$137.3K2026-10-16
Aegon USA Investment Management, LLC
UNCHANGED4,4424,44200%$382.6K$400.3K+$17.6K2026-10-30
Columbia Bank
UNCHANGED4,4404,44000%$382.5K$400.1K+$17.6K2026-10-29
Schulz Wealth, Ltd.
UNCHANGED4,3924,39200%$378.3K$395.8K+$17.4K2026-11-03
Uhlmann Price Securities, LLC
DECREASED4,3774,699-322-7%$404.8K$394.3K-$10.5K2026-11-03
Towercrest Capital Management
UNCHANGED4,3474,34700%$374.5K$391.7K+$17.3K2026-10-23
LBJ Family Wealth Advisors, Ltd.
UNCHANGED4,3234,32300%$367$390+$232026-10-01
Smith Chas P & Associates PA Cpas
INCREASED4,3214,146+175+4%$357.1K$379.9K+$22.8K2026-10-22
James J. Burns & Company, LLC
DECREASED4,3204,358-38-1%$375.4K$389.3K+$13.9K2026-10-22
Tarbox Family Office, Inc.
DECREASED4,3125,232-920-18%$450.7K$388.6K-$62.1K2026-10-23
Atticus Wealth Management, LLC
UNCHANGED4,2984,29800%$370.2K$387.3K+$17.1K2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED4,2844,28400%$369.0K$386.0K+$17.0K2026-10-16
Meriwether Wealth & Planning, LLC
UNCHANGED4,2774,27700%$368.4K$385.4K+$17.0K2026-10-13
Activest Wealth Management
INCREASED4,2734,270+3+0%$367.9K$385.0K+$17.2K2026-10-15
Wealth Management Nebraska
INCREASED4,2553,765+490+13%$324.3K$383.5K+$59.1K2026-10-26
City Center Advisors, LLC
INCREASED4,2554,254+1+0%$366.5K$383.4K+$16.9K2026-10-08
Private Wealth Management Group, LLC
INCREASED4,2543,366+888+26%$289.9K$383.3K+$93.4K2026-10-19
Sun Group Wealth Partners
INCREASED4,2404,239+1+0%$365.2K$382.1K+$16.9K2026-10-26
Aviance Capital Partners, LLC
DECREASED4,2304,260-30-1%$367.0K$381.2K+$14.2K2026-10-29
Shore Point Advisors, LLC
INCREASED4,2243,964+260+7%$341.5K$380.7K+$39.2K2026-10-14
MKD Wealth Coaches, LLC
UNCHANGED4,2244,22400%$363.9K$380.6K+$16.8K2026-10-09
True Link Financial Advisors, LLC
NEW4,222—+4,222——$380.4K—2026-10-27
StoneCrest Wealth Management, Inc.
DECREASED4,2204,521-301-7%$389.4K$380.3K-$9.2K2026-11-03
Joel Adams & Associates, Inc.
NEW4,195—+4,195——$378.0K—2026-11-02
Accelerate Investment Advisors LLC
INCREASED4,1933,970+223+6%$342.0K$377.9K+$35.9K2026-11-02
Rebalance, LLC
INCREASED4,1924,107+85+2%$353.8K$377.7K+$24.0K2026-10-22
Vaughan David Investments LLC
UNCHANGED4,1884,18800%$361.0K$377-$360.6K2026-11-05
Independent Wealth Advisors LLC
DECREASED4,1694,470-301-7%$385.0K$375.7K-$9.3K2026-10-27
Legacy Wealth Asset Management, LLC
UNCHANGED4,1584,15800%$358.2K$374.7K+$16.5K2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED4,1524,176-24-1%$359.7K$374.1K+$14.4K2026-10-20
Patten Group, Inc.
DECREASED4,1244,149-25-1%$357.4K$371.6K+$14.2K2026-10-26
Evansbrook LLC
INCREASED4,1082,724+1,384+51%$234.6K$370.1K+$135.5K2026-10-16
MPS Loria Financial Planners, LLC
DECREASED4,1064,220-114-3%$363.5K$370.0K+$6.5K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED4,0994,278-179-4%$368.5K$369.4K+$8542026-10-19
Monument Group Wealth Advisors, LLC
INCREASED4,0903,423+667+19%$275.8K$368.5K+$92.7K2026-10-21
Mcdonald Partners LLC
INCREASED4,0613,996+65+2%$344.2K$365.9K+$21.7K2026-11-03
My Personal CFO, LLC
UNCHANGED4,0494,04900%$348.8K$364.8K+$16.1K2026-10-14
Post Resch Tallon Group Inc.
NEW4,044—+4,044——$364.4K—2026-10-09
Elmwood Wealth Management, Inc.
NEW4,044—+4,044——$364.4K—2026-10-14
BankChampaign, National Association
DECREASED4,0444,045-10%$348.4K$364.4K+$16.0K2026-10-19
Seven Mile Advisory
INCREASED4,0394,038+1+0%$347.8K$364.0K+$16.2K2026-10-22
Members Wealth LLC
UNCHANGED4,0364,03600%$347.6K$373.0K+$25.4K2026-10-20
Lee, Kelleher & Klein Wealth Management
UNCHANGED4,0254,02500%$346.7K$362.7K+$16.0K2026-10-08
UMB Private Wealth Management, LLC
NEW4,014—+4,014——$361.7K—2026-10-19
Home Federal Bank of Tennessee
DECREASED4,0144,242-228-5%$365.4K$361.7K-$3.7K2026-10-15
Gilman Hill Asset Management, LLC
UNCHANGED4,0144,01400%$345.8K$361.7K+$15.9K2026-10-13
Kaufman Rossin Wealth, LLC
UNCHANGED4,0054,00500%$348.4K$360.9K+$12.5K2026-10-19
Liberty Atlantic Advisors LLC
NEW3,990—+3,990——$359.5K—2026-10-14
Integrated Capital Management, LLC
DECREASED3,9853,999-140%$344.5K$359.1K+$14.6K2026-10-23
PTM Wealth Management, LLC
DECREASED3,9814,442-461-10%$370.8K$368.8K-$2.0K2026-10-23
First Interstate Bank
DECREASED3,9724,056-84-2%$349.4K$357.9K+$8.5K2026-10-23
Gen-Wealth Partners Inc
INCREASED3,9673,939+28+1%$339.3K$357.5K+$18.1K2026-11-04
TFC Financial Management, Inc.
UNCHANGED3,9663,96600%$341.6K$357.4K+$15.7K2026-10-26
Next Level Wealth Planning, LLC
INCREASED3,9593,855+104+3%$332.1K$356.8K+$24.7K2026-10-29
St. Clair Advisors, LLC
DECREASED3,9584,342-384-9%$374.0K$356.7K-$17.4K2026-10-13
Essex Bank
DECREASED3,9574,138-181-4%$356.4K$356.6K+$1172026-10-16
Sather Financial Group Inc
UNCHANGED3,9183,91800%$337.5K$353.1K+$15.6K2026-10-30
Veracity Capital LLC
UNCHANGED3,9123,91200%$336.9K$352.5K+$15.5K2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED3,8993,390+509+15%$292.0K$351.3K+$59.3K2026-10-30
BAM Wealth Management, LLC
NEW3,892—+3,892——$350.7K—2026-10-15
Squire Investment Management Company, LLC
DECREASED3,8887,728-3,840-50%$665.7K$350.3K-$315.3K2026-11-03
Columbus Macro, LLC
NEW3,881—+3,881——$349.7K—2026-10-14
Family Investment Center, Inc.
INCREASED3,8602,433+1,427+59%$209.6K$347.9K+$138.2K2026-10-19
Straight Path Wealth Management
DECREASED3,8583,924-66-2%$338.0K$347.6K+$9.6K2026-10-23
Ignite Planners, LLC
DECREASED3,8504,101-251-6%$353.3K$347.5K-$5.7K2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED3,8304,020-190-5%$346.3K$345.2K-$1.1K2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED3,8233,82300%$329.3K$344.5K+$15.2K2026-10-14
First Bank & Trust
INCREASED3,8162,556+1,260+49%$220.2K$343.9K+$123.7K2026-10-19
Etesian Wealth Advisors, Inc.
INCREASED3,8143,672+142+4%$316.3K$343.7K+$27.4K2026-10-27
Aegis Wealth Management, Inc.
INCREASED3,8122,924+888+30%$251.9K$343.5K+$91.6K2026-10-26
Guidance Point Advisors, LLC
INCREASED3,8123,808+4+0%$328.2K$343.6K+$15.5K2026-10-15
Prevail Innovative Wealth Advisors, LLC
DECREASED3,7893,846-57-1%$331.3K$350.2K+$18.9K2026-10-20
King Luther Capital Management Corp
INCREASED3,7773,768+9+0%$324.6K$340.3K+$15.8K2026-11-05
Global Assets Advisory, LLC
INCREASED3,7752,982+793+27%$257.7K$347.2K+$89.5K2026-10-28
Capital City Trust Co
DECREASED3,7744,146-372-9%$357.1K$340.1K-$17.1K2026-10-22
Gibson Capital, LLC
NEW3,771—+3,771——$339.8K—2026-10-23
Silver Lake Advisory, LLC
INCREASED3,7423,739+3+0%$322.0K$337.2K+$15.2K2026-10-22
River Street Advisors LLC
NEW3,737—+3,737——$336.7K—2026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED3,7333,73300%$321.6K$336.4K+$14.8K2026-10-21
Fagan Associates, Inc.
UNCHANGED3,7323,73200%$321.5K$336.3K+$14.8K2026-10-13
SJS Investment Consulting Inc.
UNCHANGED3,7263,72600%$321.0K$335.8K+$14.8K2026-10-26
Landaas & Co
UNCHANGED3,7023,70200%$318.9K$333.6K+$14.7K2026-10-29
Commerce Advisors, LLC
UNCHANGED3,6833,68300%$317.2K$331.9K+$14.6K2026-10-19
Worth Asset Management, LLC
DECREASED3,66655,276-51,610-93%$4.8M$330.3K-$4.4M2026-10-07
Heritage Investment Group, Inc.
DECREASED3,6554,656-1,001-21%$401.1K$329.4K-$71.7K2026-11-03
Pennsylvania Capital Management Inc
UNCHANGED3,6543,65400%$314.8K$329.3K+$14.5K2026-11-05
Smith Asset Management Co., LLC
NEW3,650—+3,650——$328.9K—2026-10-16
Evergreen Advisors, LLC
INCREASED3,6493,010+639+21%$259.3K$328.8K+$69.5K2026-10-28
Gallacher Capital Management LLC
DECREASED3,6485,442-1,794-33%$468.7K$328.7K-$140.1K2026-10-30
Phoenix Wealth Advisors
UNCHANGED3,6483,64800%$314.2K$328.7K+$14.5K2026-11-03
RFG Holdings, Inc.
DECREASED3,6443,722-78-2%$320.7K$328.4K+$7.7K2026-10-30
Penney Financial, LLC
UNCHANGED3,6423,64200%$313.7K$328.2K+$14.5K2026-10-20
TruNorth Capital Management, LLC
INCREASED3,6313,276+355+11%$282.2K$327.2K+$45.0K2026-10-14
Pacifica Partners Inc.
DECREASED3,6093,703-94-3%$316.6K$325.6K+$9.0K2026-10-09
Austin Asset Management Co Inc
INCREASED3,6053,075+530+17%$264.9K$324.8K+$60.0K2026-10-29
Polaris Investment Advisors, LLC
DECREASED3,6033,604-10%$310.4K$324.6K+$14.2K2026-10-20
One Wealth Capital Management, LLC
DECREASED3,6006,240-2,640-42%$537.5K$324.4K-$213.1K2026-10-23
Seek First Inc.
DECREASED3,5773,869-292-8%$333.3K$322.3K-$11.0K2026-10-27
Eagle Wealth Advisors LLC
UNCHANGED3,5703,57000%$307.5K$321.7K+$14.2K2026-10-20
PMG Family Office LLC
INCREASED3,5543,501+53+2%$301.6K$320.3K+$18.7K2026-10-19
Bauman Advisory Group, LLC
INCREASED3,5492,978+571+19%$256.5K$319.8K+$63.3K2026-10-29
Bangor Savings Bank
INCREASED3,5402,160+1,380+64%$186.1K$319.0K+$132.9K2026-10-06
HighRoad Wealth Advisors, LLC
UNCHANGED3,5283,52800%$303.9K$317.9K+$14.0K2026-10-14
Goelzer Investment Management, Inc.
UNCHANGED3,5153,51500%$302.8K$316.7K+$14.0K2026-10-16
Lebenthal Global Advisors, LLC
DECREASED3,5143,886-372-10%$334.8K$316.6K-$18.2K2026-10-28
Capstone Wealth Management Group, Inc.
INCREASED3,5133,432+81+2%$295.6K$316.6K+$20.9K2026-10-19
Coyle Financial Counsel LLC
INCREASED3,5113,510+1+0%$302.3K$316.4K+$14.1K2026-10-28
Bensler, LLC
DECREASED3,5103,856-346-9%$332.1K$316.3K-$15.9K2026-11-05
Financial Symmetry Inc
UNCHANGED3,5103,51000%$302.4K$316.3K+$13.9K2026-10-06
Eastover Investment Advisors LLC
DECREASED3,5003,950-450-11%$340.3K$315.4K-$24.9K2026-10-05
Van Cleef Asset Management,Inc
UNCHANGED3,4923,49200%$300.8K$314.7K+$13.9K2026-10-20
Oak Asset Management, LLC
INCREASED3,4903,422+68+2%$294.8K$314.5K+$19.7K2026-10-13
Oxler Private Wealth LLC
INCREASED3,4803,477+3+0%$299.5K$313.6K+$14.1K2026-10-21
Advisortrust Partners, LLC
UNCHANGED3,4803,48000%$299.8K$313.6K+$13.8K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED3,4674,569-1,102-24%$393.6K$312.4K-$81.1K2026-10-26
Paragon Advisors, LLC
INCREASED3,4462,905+541+19%$250.3K$310.5K+$60.2K2026-11-03
Lazari Capital Management, Inc.
DECREASED3,4223,702-280-8%$318.9K$308.4K-$10.5K2026-10-20
Kingsman Wealth Management, Inc.
NEW3,411—+3,411——$307.4K—2026-10-13
Balance Wealth Partners LLC
INCREASED3,4113,117+294+9%$268.5K$307.4K+$38.9K2026-10-27
Sonata Capital Group Inc
UNCHANGED3,4023,40200%$293.0K$306.6K+$13.5K2026-10-19
National Wealth Management Group, LLC
DECREASED3,3943,480-86-2%$299.8K$305.8K+$6.1K2026-10-26
QTR Family Wealth, LLC
INCREASED3,3913,389+2+0%$292.0K$305.5K+$13.6K2026-11-02
Global Wealth Strategies & Associates
INCREASED3,3863,291+95+3%$283.5K$305.2K+$21.6K2026-10-02
Cornerstone Planning, LLC
UNCHANGED3,3843,38400%$291.5K$291.5K+$12026-10-27
Family Capital Management, Inc.
INCREASED3,3813,378+3+0%$291.0K$304.6K+$13.7K2026-11-03
Traphagen Investment Advisors LLC
DECREASED3,3783,890-512-13%$335.1K$304.4K-$30.7K2026-10-14
Traveka Wealth, LLC
DECREASED3,3713,702-331-9%$318.9K$303.7K-$15.2K2026-10-19
Echo45 Advisors LLC
NEW3,365—+3,365——$303.2K—2026-10-07
Cahaba Wealth Management, Inc.
DECREASED3,3613,515-154-4%$302.8K$302.8K+$412026-10-26
Amarillo National Bank
UNCHANGED3,3363,33600%$287.4K$300.6K+$13.2K2026-10-23
Lakewood Asset Management LLC
NEW3,327—+3,327——$299.8K—2026-10-26
Polaris Financial Partners
NEW3,308—+3,308——$301—2026-10-02
Integris Wealth Management, LLC
DECREASED3,3043,698-394-11%$318.5K$297.7K-$20.8K2026-10-14
Encompass More Asset Management
DECREASED3,3023,303-10%$284.5K$297.6K+$13.0K2026-10-16
Morangie Management LLC
INCREASED3,3013,300+1+0%$284.3K$297.4K+$13.1K2026-10-15
Courier Capital LLC
DECREASED3,2993,716-417-11%$320.1K$297.3K-$22.8K2026-10-19
Bucket List Wealth Management, LLC
INCREASED3,2973,294+3+0%$283.7K$297.1K+$13.4K2026-10-22
David J Yvars Group
INCREASED3,2833,282+1+0%$282.7K$295.8K+$13.1K2026-10-09
Corundum Group, Inc.
UNCHANGED3,2823,28200%$282.7K$295.7K+$13.0K2026-10-28
Asset Allocation Strategies LLC
DECREASED3,2633,271-80%$281.8K$294.1K+$12.3K2026-10-20
Wellment Financial
INCREASED3,2552,658+597+22%$229.0K$293.3K+$64.3K2026-10-28
Riverbridge Partners LLC
DECREASED3,2476,349-3,102-49%$546.9K$292.5K-$254.4K2026-11-05
Mlp3, LLC
UNCHANGED3,2403,24000%$279.1K$292.0K+$12.9K2026-10-22
ARS Investment Partners, LLC
UNCHANGED3,2363,23600%$278.8K$291.6K+$12.8K2026-11-05
Old Second National Bank of Aurora
INCREASED3,229221+3,008+1361%$19.0K$291.0K+$271.9K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED3,2283,22800%$278.1K$290.9K+$12.8K2026-10-23
Mokosak Advisory Group, LLC
INCREASED3,2222,458+764+31%$211.8K$290.4K+$78.6K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED3,2113,21100%$1.4M$1.4M$02026-10-26
Old Port Advisors
INCREASED3,2103,053+157+5%$263.0K$289.3K+$26.3K2026-10-23
Endowment Wealth Management, Inc.
INCREASED3,2013,112+89+3%$268.1K$288.5K+$20.4K2026-11-03
Palatine Hill Wealth Management, LLC
DECREASED3,2003,258-58-2%$280.6K$288.4K+$7.7K2026-11-03
Connecticut Capital Management Group, LLC
DECREASED3,1913,289-98-3%$283.3K$287.6K+$4.3K2026-10-29
MeadowBrook Investment Advisors LLC
UNCHANGED3,1853,18500%$274.4K$277.6K+$3.3K2026-10-29
Stordahl Capital Management, Inc.
DECREASED3,1613,276-115-4%$282.2K$284.8K+$2.6K2026-10-22
Unified Investment Management
INCREASED3,1503,000+150+5%$258.4K$283.8K+$25.4K2026-10-14
Urban Wealth Management, LLC
DECREASED3,1263,186-60-2%$274.4K$281.7K+$7.2K2026-10-21
Soundwatch Capital LLC
UNCHANGED3,1263,12600%$269.3K$285.0K+$15.7K2026-11-04
Andrew Hill Investment Advisors, Inc.
DECREASED3,1213,696-575-16%$318.4K$281.2K-$37.1K2026-10-22
Trust Point Inc.
UNCHANGED3,1023,10200%$267.2K$279.5K+$12.3K2026-10-27
Aerodigm Wealth, LLC
UNCHANGED3,0963,09600%$266.7K$279.0K+$12.3K2026-10-16
Eiger Wealth Management, LLC
UNCHANGED3,0843,08400%$265.7K$277.9K+$12.2K2026-11-03
MY Wealth Management Inc.
UNCHANGED3,0823,08200%$265.5K$277.7K+$12.2K2026-10-21
M.E. Allison & Co., Inc.
DECREASED3,0773,126-49-2%$269.3K$277.3K+$8.0K2026-10-09
Nottingham Advisors, Inc.
INCREASED3,0763,074+2+0%$262.3K$277.5K+$15.3K2026-10-29
Mengis Capital Management, Inc.
INCREASED3,0713,069+2+0%$264.4K$276.8K+$12.3K2026-10-13
Brooklyn FI, LLC
INCREASED3,0552,562+493+19%$219.5K$263.2K+$43.6K2026-11-05
Visionary Horizons, LLC
INCREASED3,0553,054+1+0%$263.2K$275.4K+$12.2K2026-10-22
New Harbor Financial Group, LLC
NEW3,049—+3,049——$274.8K—2026-10-22
MBA Advisors LLC
INCREASED3,0402,556+484+19%$220.2K$273.9K+$53.8K2026-10-29
Clarity Wealth Development LLC
UNCHANGED3,0343,03400%$261.3K$273.4K+$12.0K2026-10-22
Harbour Trust & Investment Management Co
INCREASED3,0172,688+329+12%$231.5K$271.9K+$40.3K2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED3,0123,01200%$259.5K$271.4K+$12.0K2026-10-09
Hibernia Wealth Partners, LLC
NEW3,006—+3,006——$270.9K—2026-10-29
Gutierrez Wealth Advisory, LLC
DECREASED3,0053,867-862-22%$333.2K$270.8K-$62.3K2026-11-02
Roxbury Financial LLC
INCREASED3,0022,593+409+16%$223.4K$270.5K+$47.2K2026-10-01
Fiduciary Family Office, LLC
UNCHANGED3,0003,00000%$258.4K$270.3K+$11.9K2026-11-04
M. Kraus & Co
UNCHANGED3,0003,00000%$258.4K$270.3K+$11.9K2026-10-20
Bell Investment Advisors, Inc
INCREASED2,9882,926+62+2%$252.1K$269.3K+$17.2K2026-10-29
Chartist Inc
UNCHANGED2,9822,98200%$256.9K$268.7K+$11.8K2026-11-04
Stephenson & Company, Inc.
UNCHANGED2,9822,98200%$256.9K$268.7K+$11.8K2026-10-30
CV Advisors LLC
UNCHANGED2,9642,96400%$255.3K$267.1K+$11.8K2026-10-13
Green Ridge Wealth Planning LLC
DECREASED2,9553,430-475-14%$295.5K$266.3K-$29.2K2026-10-08
Wynn Capital, LLC
UNCHANGED2,9522,95200%$254.3K$266.0K+$11.7K2026-10-13
Curated Wealth Partners LLC
UNCHANGED2,9522,95200%$254.3K$266.0K+$11.7K2026-10-15
Fiduciary Advisors, Inc.
DECREASED2,9513,045-94-3%$262.3K$265.9K+$3.6K2026-10-16
Cadent Capital Advisors, LLC
INCREASED2,9412,940+1+0%$253.3K$265.0K+$11.7K2026-10-09
Piedmont Capital Management, LLC
UNCHANGED2,9342,93400%$252.7K$264.4K+$11.6K2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED2,9192,944-25-1%$253.6K$263.0K+$9.4K2026-10-21
Sensible Money, LLC
DECREASED2,9164,203-1,287-31%$362.0K$262.8K-$99.3K2026-10-20
Argyle Capital Partners, LLC
UNCHANGED2,9102,91000%$250.7K$262.2K+$11.6K2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED2,8993,372-473-14%$290.5K$261.2K-$29.3K2026-11-05
Iams Wealth Management, LLC
DECREASED2,8932,967-74-2%$255.6K$260.8K+$5.1K2026-10-15
Albion Financial Group
DECREASED2,8932,931-38-1%$252.5K$260.7K+$8.2K2026-10-21
Total Investment Management Inc
UNCHANGED2,8922,89200%$246.4K$260.6K+$14.2K2026-10-22
Financial Planning Hawaii, Inc.
UNCHANGED2,8862,88600%$248.6K$260.1K+$11.5K2026-10-13
Financial Solutions Advisory Group, Inc.
NEW2,868—+2,868——$252.2K—2026-10-28
Ring Mountain Capital, LLC
INCREASED2,8642,862+2+0%$246.5K$258.1K+$11.5K2026-10-13
EdgeRock Capital LLC
INCREASED2,8562,724+132+5%$234.6K$257.4K+$22.7K2026-11-03
Peirce Capital Management, LLC
UNCHANGED2,8562,85600%$246.0K$257.4K+$11.3K2026-10-19
Quantify Chaos Advisors, LLC
NEW2,850—+2,850——$256.8K—2026-11-04
SmartHarvest Portfolios, LLC
DECREASED2,8505,016-2,166-43%$432.1K$256.8K-$175.3K2026-10-26
Carolina Wealth Advisors, LLC
INCREASED2,845144+2,701+1876%$12.4K$256.4K+$244.0K2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED2,8442,84400%$245.0K$256.3K+$11.3K2026-10-23
Town Capital LLC
INCREASED2,8422,472+370+15%$212.9K$256.1K+$43.2K2026-11-03
Stonehearth Capital Management, LLC
DECREASED2,8182,826-80%$243.4K$253.9K+$10.5K2026-10-13
Legacy Financial Strategies, LLC
DECREASED2,8152,949-134-5%$254.0K$253.7K-$3632026-10-15
Security National Bank
UNCHANGED2,8142,81400%$242.4K$253.6K+$11.2K2026-10-26
Arlington Trust Co LLC
DECREASED2,8103,060-250-8%$263.6K$253.2K-$10.4K2026-10-20
Altus Wealth Group LLC
NEW2,784—+2,784——$250.9K—2026-10-20
IMPACTfolio, LLC
UNCHANGED2,7842,78400%$239.8K$250.9K+$11.1K2026-10-28
Peoples Bank
NEW2,782—+2,782——$250.7K—2026-10-26
Shoker Investment Counsel, Inc.
UNCHANGED2,7722,77200%$238.8K$249.8K+$11.0K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED2,7632,745+18+1%$236.5K$249.0K+$12.5K2026-10-22
ASL Financial, LLC
UNCHANGED2,7542,75400%$237.2K$248.2K+$10.9K2026-10-15
High Note Wealth, LLC
INCREASED2,7332,664+69+3%$229.5K$246.3K+$16.8K2026-10-27
Grand Central Investment Group
UNCHANGED2,7302,73000%$235.2K$246.0K+$10.8K2026-11-02
Tilia Fiduciary Partners, Inc.
UNCHANGED2,7302,73000%$235.1K$246.0K+$10.9K2026-10-09
Axim Planning & Wealth
DECREASED2,7252,900-175-6%$249.8K$245.6K-$4.2K2026-10-28
Northwest Financial Advisors
INCREASED2,7122,710+2+0%$233.5K$244.4K+$10.9K2026-10-27
Argyle Capital Management, LLC
UNCHANGED2,7122,71200%$233.6K$244.4K+$10.8K2026-10-28
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,7122,71200%$233.6K$244.4K+$10.8K2026-11-05
RF&L Wealth Management, LLC
INCREASED2,7102,670+40+2%$230.0K$244.2K+$14.2K2026-10-20
Sierra Summit Advisors LLC
INCREASED2,7072,704+3+0%$232.9K$243.9K+$11.0K2026-10-28
Godsey & Gibb, Inc
UNCHANGED2,7032,70300%$232.8K$243.6K+$10.7K2026-10-14
Wealth Advisory Team LLC
INCREASED2,6922,689+3+0%$231.6K$242.5K+$10.9K2026-11-05
L.K. Benson & Company, P.C.
UNCHANGED2,6912,69100%$231.8K$242.5K+$10.7K2026-10-23
Advocate Investing Services LLC
INCREASED2,6892,687+2+0%$231.4K$242.3K+$10.8K2026-10-26
Citrine Capital LLC
UNCHANGED2,6882,68800%$231.5K$242.2K+$10.7K2026-10-14
DecisionMap Wealth Management, LLC
UNCHANGED2,6822,68200%$231.0K$241.7K+$10.7K2026-10-29
Highland Financial Advisors, LLC
NEW2,678—+2,678——$241.3K—2026-10-19
Washington Trust Bank
INCREASED2,6562,352+304+13%$202.6K$239.3K+$36.7K2026-11-03
Great Waters Wealth Management
UNCHANGED2,6522,65200%$228.4K$239.0K+$10.5K2026-10-07
Meridian Investment Counsel Inc.
DECREASED2,6513,054-403-13%$263.1K$238.9K-$24.2K2026-10-14
Doliver Advisors, LP
DECREASED2,6502,706-56-2%$233.1K$238.8K+$5.7K2026-10-01
Atlas Brown,Inc.
UNCHANGED2,6332,63300%$226.8K$237.3K+$10.5K2026-10-09
IFC & Insurance Marketing, Inc.
INCREASED2,6252,430+195+8%$209.3K$236.5K+$27.2K2026-10-16
Heritage Family Offices, LLP
INCREASED2,6192,616+3+0%$225.4K$236.0K+$10.6K2026-11-02
Torray Investment Partners LLC
DECREASED2,6164,616-2,000-43%$397.6K$235.7K-$161.9K2026-10-30
Almanack Investment Partners, Llc.
UNCHANGED2,6102,61000%$224.8K$235.2K+$10.4K2026-11-03
4J Wealth Management LLC
UNCHANGED2,6042,60400%$224.3K$234.6K+$10.3K2026-11-02
Whalen Wealth Management Inc.
INCREASED2,6002,488+112+5%$214.3K$234.3K+$20.0K2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED2,5792,57900%$222.2K$232.4K+$10.2K2026-11-03
Lynch Asset Management, Inc.
UNCHANGED2,5742,57400%$221.7K$231.9K+$10.2K2026-10-28
Red Spruce Capital, LLC
UNCHANGED2,5692,56900%$221.3K$231.5K+$10.2K2026-10-07
RIA Advisory Group LLC
DECREASED2,5682,763-195-7%$238.0K$231.4K-$6.6K2026-10-15
Kanawha Capital Management LLC
INCREASED2,5612,536+25+1%$218.4K$230.8K+$12.3K2026-10-19
CFC Planning Co LLC
INCREASED2,5602,559+1+0%$220.5K$230.7K+$10.2K2026-10-28
Symphony Financial, Ltd. Co.
DECREASED2,5573,448-891-26%$293.4K$231.6K-$61.8K2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED2,5532,406+147+6%$207.2K$230.1K+$22.9K2026-10-13
Sylvest Advisors, LLC
UNCHANGED2,5532,55300%$219.9K$230.0K+$10.1K2026-10-26
Carmel Capital Partners, LLC
DECREASED2,5512,591-40-2%$223.2K$229.9K+$6.7K2026-11-03
Alliance Wealth Management Group
UNCHANGED2,5472,54700%$219.4K$229.5K+$10.1K2026-10-29
Castleview Partners, LLC
NEW2,546—+2,546——$229.4K—2026-10-09
Financial Council, LLC
UNCHANGED2,5382,53800%$218.6K$228.7K+$10.1K2026-11-02
Private Management Group Inc
INCREASED2,5292,487+42+2%$214.2K$227.9K+$13.7K2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED2,5262,52600%$217.6K$227.6K+$10.0K2026-10-15
Cooper S Advisors, LLC
UNCHANGED2,5222,52200%$217.3K$227.3K+$10.0K2026-11-03
Eagle Capital Management, LLC
NEW2,520—+2,520——$227—2026-10-19
Hamilton Point Investment Advisors, LLC
UNCHANGED2,5202,52000%$217.1K$227.1K+$10.0K2026-11-03
Charles Schwab Trust Co
UNCHANGED2,5202,52000%$217.1K$227.1K+$10.0K2026-10-15
Cedar Point Capital Partners, LLC
UNCHANGED2,5202,52000%$217.1K$227.1K+$10.0K2026-10-29
Herbst Group, LLC
NEW2,500—+2,500——$225.3K—2026-10-20
Advus Financial Partners, LLC
UNCHANGED2,5002,50000%$215.4K$225.3K+$9.9K2026-10-20
Foundation Wealth Management, LLC
UNCHANGED2,4992,49900%$215.3K$225.2K+$9.9K2026-10-22
Excalibur Management Corp
INCREASED2,4922,412+80+3%$207.7K$224.5K+$16.8K2026-11-02
Blue Sky Capital Consultants Group, Inc.
UNCHANGED2,4902,49000%$214.5K$224.4K+$9.9K2026-10-13
Abner Herrman & Brock LLC
UNCHANGED2,4842,48400%$214$224+$102026-10-20
Omega Financial Group, LLC
UNCHANGED2,4822,48200%$213.8K$223.6K+$9.9K2026-10-29
Tenzing Financial LLC
UNCHANGED2,4782,47800%$214.8K$220.1K+$5.3K2026-11-03
Sweeney & Michel, LLC
UNCHANGED2,4662,46600%$220.5K$222.2K+$1.8K2026-10-16
Nova R Wealth, Inc.
NEW2,456—+2,456——$221.3K—2026-10-26
Heritage Investors Management Corp
INCREASED2,4542,412+42+2%$208.0K$221-$207.8K2026-10-29
Whitcomb & Hess, Inc.
UNCHANGED2,4532,45300%$211.3K$221.0K+$9.7K2026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED2,4482,44800%$210.9K$220.6K+$9.7K2026-10-29
Legacy Solutions, LLC
INCREASED2,4422,440+2+0%$210.2K$220.1K+$9.9K2026-10-07
Crumly & Associates Inc.
UNCHANGED2,4362,43600%$209.8K$219.5K+$9.7K2026-10-07
Baron Financial Group, LLC
UNCHANGED2,4362,43600%$209.8K$219.5K+$9.7K2026-10-09
Fidelis iM, LLC
UNCHANGED2,4302,43000%$209.3K$219.0K+$9.6K2026-10-16
Targeted Financial Services LLC
UNCHANGED2,4242,42400%$208.8K$218.4K+$9.6K2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED2,4232,931-508-17%$252.5K$218.3K-$34.1K2026-10-27
Orca Wealth Management, LLC
INCREASED2,4162,414+2+0%$208.0K$217.7K+$9.8K2026-10-14
Madson Wealth Advisors Inc
UNCHANGED2,4062,40600%$207.3K$216.8K+$9.6K2026-10-13
Seamount Financial Group Inc
UNCHANGED2,4062,40600%$207.3K$216.8K+$9.6K2026-10-21
Atwood & Palmer Inc
UNCHANGED2,3942,39400%$206.2K$215.7K+$9.5K2026-10-08
Yankcom Partnership
INCREASED2,3912,118+273+13%$182.4K$215.5K+$33.0K2026-10-15
Centurion Wealth Management LLC
NEW2,382—+2,382——$214.7K—2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED2,3782,387-90%$205.6K$214.3K+$8.7K2026-10-09
Carlson Financial, Inc.
UNCHANGED2,3742,37400%$204.4K$213.9K+$9.5K2026-11-05
Penn Davis Mcfarland Inc
UNCHANGED2,3702,37000%$204.2K$213.6K+$9.4K2026-10-23
KWB Wealth
NEW2,368—+2,368——$213.4K—2026-10-16
Life Planning Partners, Inc
UNCHANGED2,3662,36600%$203.8K$213.2K+$9.4K2026-10-28
Sage Investment Counsel LLC
INCREASED2,3542,352+2+0%$202.6K$212.1K+$9.5K2026-10-26
Arwa LLC
UNCHANGED2,3542,35400%$203.7K$216.0K+$12.2K2026-10-21
Proathlete Wealth Management LLC
INCREASED2,3462,314+32+1%$199.4K$211.5K+$12.1K2026-10-15
Millennium Capital Advisors, LLC
UNCHANGED2,3462,34600%$202.1K$211.4K+$9.3K2026-10-16
Winebrenner Capital Management LLC
NEW2,343—+2,343——$211.1K—2026-10-07
Foundation Wealth Management, Llc\pa
DECREASED2,3173,242-925-29%$279.3K$208.8K-$70.5K2026-10-14
Barlow Wealth Partners, LLC
NEW2,316—+2,316——$214.6K—2026-10-15
Cordatus Wealth Management LLC
NEW2,316—+2,316——$208.7K—2026-10-19
Grove Bank & Trust
INCREASED2,310800+1,510+189%$68.9K$208.2K+$139.2K2026-10-08
EPG Wealth Management LLC
DECREASED2,3062,457-151-6%$211.6K$207.8K-$3.8K2026-11-03
Pacific Excel Wealth Advisors, Inc.
DECREASED2,2942,616-322-12%$225.4K$206.6K-$18.8K2026-10-27
Omni 360 Wealth, Inc.
NEW2,281—+2,281——$205.5K—2026-10-13
Adamsbrown Wealth Consultants LLC
NEW2,281—+2,281——$205.5K—2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED2,2752,396-121-5%$206.4K$205.0K-$1.4K2026-11-05
Insight Wealth Strategies, LLC
NEW2,260—+2,260——$203.6K—2026-10-09
Financial Harvest, LLC
NEW2,258—+2,258——$203.5K—2026-10-15
Community Financial Services Group, LLC
UNCHANGED2,2382,23800%$192.8K$201.9K+$9.1K2026-10-15
Clifford Swan Investment Counsel LLC
NEW2,237—+2,237——$201.6K—2026-11-05
Baker Boyer National Bank
NEW2,232—+2,232——$201.1K—2026-11-05
Stone House Investment Management, LLC
DECREASED2,2323,262-1,030-32%$281.0K$201.1K-$79.9K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED2,2222,132+90+4%$183.7K$200.3K+$16.6K2026-10-16
Cornerstone Planning Group LLC
UNCHANGED2,2112,21100%$189.4K$203.3K+$13.9K2026-10-16
Davis Capital Management
DECREASED2,1862,346-160-7%$202.1K$197.0K-$5.1K2026-10-08
American National Bank & Trust
INCREASED2,1812,047+134+7%$176.3K$196.5K+$20.2K2026-10-07
MassMutual Private Wealth & Trust, FSB
INCREASED2,1782,154+24+1%$185.5K$196.3K+$10.7K2026-10-05
Chung Wu Investment Group, LLC
UNCHANGED2,1722,17200%$187.1K$195.7K+$8.6K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED2,1072,222-115-5%$191.4K$189.9K-$1.5K2026-10-14
Wolff Wiese Magana LLC
INCREASED2,1001,900+200+11%$163.7K$189.3K+$25.6K2026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED2,0702,07000%$178.3K$186.5K+$8.2K2026-10-21
Ascentis Wealth Management, LLC
DECREASED2,0368,045-6,009-75%$693.0K$183.5K-$509.5K2026-11-03
Creative Capital Management Investments LLC
UNCHANGED2,0172,01700%$173.7K$181.8K+$8.0K2026-10-28
USA Financial Formulas
NEW1,976—+1,976——$178.1K—2026-10-16
First Financial Corp
UNCHANGED1,9441,94400%$167.5K$175.2K+$7.7K2026-10-13
NorthAvenue LLC
UNCHANGED1,9321,93200%$166.4K$174.1K+$7.7K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,92539,605-37,680-95%$3.4M$173.5K-$3.2M2026-10-14
Union Savings Bank
UNCHANGED1,8961,89600%$163.3K$170.8K+$7.5K2026-10-14
Legacy Bridge, LLC
UNCHANGED1,8841,88400%$162.3K$169.8K+$7.5K2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED1,8831,881+2+0%$162.1K$169.7K+$7.6K2026-10-27
Citizens National Bank Trust Department
UNCHANGED1,8781,87800%$161.8K$169.2K+$7.5K2026-11-04
Duncker Streett & Co Inc
INCREASED1,8391,838+1+0%$158.3K$165.8K+$7.4K2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED1,8151,81500%$156.4K$163.8K+$7.4K2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED1,7581,75800%$151.4K$158.4K+$7.0K2026-10-09
Clean Yield Group
UNCHANGED1,7581,75800%$151.4K$158.4K+$7.0K2026-10-28
Rakuten Securities, Inc.
DECREASED1,7381,928-190-10%$166.1K$156.6K-$9.5K2026-11-02
Rydar Equities, Inc.
NEW1,726—+1,726——$159.5K—2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,7041,70400%$146.8K$153.5K+$6.8K2026-10-23
TrustBank
DECREASED1,6651,740-75-4%$149.9K$150.0K+$1492026-10-20
Kimelman & Baird, LLC
UNCHANGED1,5661,56600%$134.9K$141.1K+$6.2K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED1,5571,556+1+0%$134.1K$140.3K+$6.2K2026-10-20
Lynch Investment Planning, LLC
NEW1,555—+1,555——$140.1K—2026-10-27
Kennebec Savings Bank
UNCHANGED1,5481,54800%$133.3K$139.5K+$6.1K2026-10-22
Lodestone Wealth Management LLC
INCREASED1,5311,530+1+0%$131.8K$137.9K+$6.1K2026-10-14
Capital Investment Counsel, Inc
UNCHANGED1,5061,50600%$129.7K$135.7K+$6.0K2026-10-20
Provident Wealth Management, LLC
UNCHANGED1,5001,50000%$129.2K$135.2K+$6.0K2026-10-20
Financial Consulate, Inc
UNCHANGED1,3921,39200%$119.9K$125.4K+$5.5K2026-10-23
Kingdom Financial Group Llc.
INCREASED1,3901,252+138+11%$107.8K$125.2K+$17.4K2026-11-04
Global Trust Asset Management, LLC
UNCHANGED1,3801,38000%$118.9K$124.4K+$5.5K2026-10-19
Carnegie Lake Advisors LLC
DECREASED1,3506,317-4,967-79%$544.1K$591.1K+$47.0K2026-11-03
Insight Inv LLC
UNCHANGED1,3381,33800%$115.3K$120.6K+$5.3K2026-10-27
Madden Securities Corp
NEW1,320—+1,320——$118.9K—2026-10-27
Triumph Capital Management
INCREASED1,2341,206+28+2%$103.9K$111.2K+$7.3K2026-10-14
Sunrise Financial Services, LLC
UNCHANGED1,1881,18800%$102.3K$107.1K+$4.7K2026-10-21
Sharper & Granite LLC
DECREASED1,1543,630-2,476-68%$312.7K$504.1K+$191.4K2026-11-02
Southern Michigan Bank & Trust
DECREASED1,1401,192-52-4%$102.7K$102.7K+$462026-10-19
Kozak & Associates, Inc.
DECREASED1,0831,418-335-24%$122.2K$96.2K-$26.0K2026-10-29
Princeton Global Asset Management LLC
INCREASED1,0441,020+24+2%$87.9K$94.1K+$6.2K2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED1,037658+379+58%$56.7K$93.4K+$36.8K2026-10-19
Nvwm, LLC
NEW1,022—+1,022——$92.1K—2026-10-14
Capstone Wealth Management Group, LLC
DECREASED9895,961-4,972-83%$513.5K$474.5K-$39.0K2026-11-05
Woodard & Co Asset Management Group Inc
INCREASED971768+203+26%$66.2K$87.5K+$21.3K2026-11-03
Owl Creek Wealth Partners LLC
INCREASED961960+1+0%$82.7K$86.6K+$3.8K2026-10-20
Retirement Wealth Solutions LLC
INCREASED954953+1+0%$82.1K$85.9K+$3.9K2026-10-07
TradeWell Securities, Llc.
NEW944—+944——$262.7K—2026-10-21
Edgemoor Investment Advisors, Inc.
NEW938—+938——$84.6K—2026-11-03
GGM Financial LLC
INCREASED925924+1+0%$79.6K$83.3K+$3.8K2026-11-05
Versant Capital Management, Inc
UNCHANGED90690600%$78.0K$81.6K+$3.6K2026-10-02
Tradewinds Capital Management, LLC
DECREASED9001,026-126-12%$88.4K$81.1K-$7.3K2026-10-23
Bear Mountain Capital, Inc.
INCREASED898774+124+16%$67.3K$79.0K+$11.7K2026-11-04
MTM Investment Management, LLC
INCREASED885882+3+0%$76.0K$79.7K+$3.7K2026-10-30
Piscataqua Savings Bank
UNCHANGED87687600%$75.5K$78.9K+$3.5K2026-10-21
City Holding Co
DECREASED870900-30-3%$77.5K$78.4K+$8702026-10-19
Morton Brown Family Wealth, LLC
INCREASED860858+2+0%$73.9K$77.5K+$3.6K2026-10-23
Pacific Center for Financial Services
UNCHANGED83483400%$71.8K$75.2K+$3.3K2026-10-15
Vima LLC
DECREASED8101,056-246-23%$91.0K$73.0K-$18.0K2026-10-23
Prudent Man Investment Management, Inc.
INCREASED78852+736+1415%$25.4K$71.0K+$45.6K2026-11-03
Concord Wealth Partners
INCREASED783782+1+0%$67.4K$70.6K+$3.2K2026-11-02
West Branch Capital LLC
UNCHANGED77477400%$66.6K$69.8K+$3.1K2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED73873800%$63.6K$66.5K+$2.9K2026-10-05
Noble Wealth Management PBC
UNCHANGED68868800%$59.3K$62.0K+$2.7K2026-10-01
Livelsberger Financial Advisory
NEW636—+636——$57.3K—2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED63163100%$54.3K$56.9K+$2.6K2026-11-02
Burk Holdings LLC
DECREASED6291,679-1,050-63%$144.6K$56.7K-$87.9K2026-11-05
Lloyd Advisory Services, Llc.
NEW618—+618——$55.7K—2026-11-02
Compass Wealth Management LLC
NEW618—+618——$55.7K—2026-10-22
Kings Path Partners LLC
DECREASED612810-198-24%$69.8K$55.1K-$14.6K2026-10-21
Strengthening Families & Communities, LLC
UNCHANGED60260200%$51.8K$54.2K+$2.4K2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED60060000%$51.7K$54.1K+$2.4K2026-11-03
Essential Partners LLC
UNCHANGED60060000%$51.7K$54.1K+$2.4K2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED58858800%$50.7K$53.0K+$2.3K2026-10-30
Cardinal Strategic Wealth Guidance
INCREASED552480+72+15%$41.3K$49.7K+$8.4K2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED54054000%$47$49+$22026-10-13
Tower Trust & Investment Co
UNCHANGED52852800%$45.5K$47.6K+$2.1K2026-10-28
Strategic Advocates LLC
DECREASED498510-12-2%$43.9K$44.9K+$9442026-11-03
Bfsg, LLC
DECREASED495513-18-4%$44.2K$44.6K+$4152026-10-30
Axiom Investment Management LLC
NEW477—+477——$43.0K—2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED44744700%$38.5K$40.3K+$1.8K2026-10-15
Transce3nd, LLC
NEW444—+444——$39.7K—2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED44444400%$38.2K$40.0K+$1.8K2026-10-28
Mechanics Financial Corp
INCREASED435120+315+263%$10.3K$39.2K+$28.9K2026-11-05
Team Financial Group, LLC
NEW420—+420——$37.9K—2026-10-30
Redwood Park Advisors LLC
UNCHANGED41841800%$36.0K$37.7K+$1.7K2026-11-02
Biltmore Family Office, LLC
UNCHANGED39139100%$33.6K$35.2K+$1.6K2026-11-03
Putney Financial Group LLC
NEW372—+372——$33.5K—2026-10-30
Byrne Asset Management LLC
UNCHANGED37237200%$32.0K$33.6K+$1.5K2026-10-06
Nova Financial LLC
NEW361—+361——$32.6K—2026-11-04
Arvest Investments, Inc.
DECREASED348636-288-45%$54.8K$31.4K-$23.4K2026-10-21
Kentucky Trust Co
UNCHANGED33633600%$28.9K$30.3K+$1.3K2026-10-15
DecisionPoint Financial, LLC
UNCHANGED32432400%$27.9K$29.2K+$1.3K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED31231200%$26.9K$28.1K+$1.2K2026-10-28
Clark Wealth Partners
UNCHANGED30630600%$26.4K$27.6K+$1.2K2026-10-19
Peachtree Investment Partners, LLC
UNCHANGED30030000%$25.8K$27.0K+$1.2K2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED29429400%$25.3K$26.5K+$1.2K2026-10-22
Paladin Partners, LLC
UNCHANGED25825800%$22.2K$23.2K+$1.0K2026-10-06
Valued Wealth Advisors LLC
DECREASED238246-8-3%$21.2K$21.4K+$2562026-11-05
John Boyer, Inc.
NEW234—+234——$21.1K—2026-10-27
Pathway Financial Advisers, LLC
NEW182—+182——$16.4K—2026-10-27
Networth Advisors, LLC
NEW180—+180——$16.2K—2026-11-03
CrossGen Wealth, LLC
UNCHANGED16816800%$14.5K$15.1K+$6662026-10-30
Monetary Solutions, Ltd
UNCHANGED16816800%$14.5K$15.1K+$6662026-10-22
Hoese & Co LLP
UNCHANGED16216200%$14.0K$14.6K+$6432026-10-21
Montgomery Financial Services LLC
NEW152—+152——$13.7K—2026-11-03
Mainstream Capital Management LLC
NEW138—+138——$12.4K—2026-10-23
Absher Wealth Management, LLC
UNCHANGED13813800%$11.9K$12.4K+$5482026-11-02
JFS Wealth Advisors, LLC
UNCHANGED13813800%$11.9K$12.4K+$5482026-11-03
Bayban
UNCHANGED13813800%$11.9K$11.9K$02026-11-05
Central Pacific Bank - Trust Division
DECREASED132138-6-4%$11.9K$11.9K+$82026-10-06
Tounjian Advisory Partners, LLC
INCREASED122121+1+1%$10.5K$11.0K+$4932026-11-04
Sima Wealth Partners, LLC
UNCHANGED10310300%$8.9K$9.3K+$4102026-10-19
Aspect Partners, LLC
NEW97—+97——$8.7K—2026-10-20
Essential Investment Partners LLC
INCREASED9623+73+317%$2.0K$8.7K+$6.7K2026-10-27
SRH Advisors, LLC
UNCHANGED909000%$7.8K$8.1K+$3572026-10-22
Fairway Wealth LLC
NEW89—+89——$8.0K—2026-10-30
Vision Financial Markets LLC
UNCHANGED747400%$6.3K$6.6K+$3152026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED737300%$6.2K$6.5K+$2862026-10-07
Bulwark Capital Corp
UNCHANGED727200%$6.2K$6.5K+$2862026-10-13
Decker Retirement Planning Inc.
NEW66—+66——$6.0K—2026-10-19
Elyxium Wealth, LLC
NEW48—+48——$4.3K—2026-10-27
Investors Research Corp
NEW43—+43——$3.9K—2026-10-07
RHL Group, LLC
NEW42—+42——$3.8K—2026-11-04
Planning Strategies Inc.
INCREASED3612+24+200%$1.0K$3.2K+$2.2K2026-10-02
Blume Capital Management, Inc.
UNCHANGED292900%$2.5K$2.6K+$1152026-10-26
Spurstone Advisory Services, LLC
DECREASED2536-11-31%$3.1K$2.3K-$8462026-11-02
Pflug Koory, LLC
UNCHANGED242400%$2.1K$2.2K+$952026-10-26
Costello Asset Management, Inc
NEW20—+20——$1.8K—2026-10-30
Reicon Wealth Advisors, LLC
DECREASED1218-6-33%$1.6K$1.1K-$4702026-11-04
Eukles Asset Management
UNCHANGED6600%$517$541+$242026-11-04
Miller Global Investments, LLC
UNCHANGED6600%$517$541+$242026-10-02
Hofer & Associates. Inc
CLOSED0140,328-140,328-100%$12.1M$0-$12.1M2026-10-13
FDx Advisors, Inc.
CLOSED066,950-66,950-100%$5.8M$0-$5.8M2026-11-05
Strategic Equity Management
CLOSED037,767-37,767-100%$3.3M$0-$3.3M2026-11-04
Moneywise, Inc.
CLOSED032,720-32,720-100%$2.8M$0-$2.8M2026-10-30
Cardinal Point Capital Management ULC
CLOSED025,788-25,788-100%$2.2M$0-$2.2M2026-10-21
Marks Group Wealth Management, Inc
CLOSED023,167-23,167-100%$2.0M$0-$2.0M2026-11-05
Imc-Chicago, LLC
CLOSED018,811-18,811-100%$1.6M$0-$1.6M2026-11-05
Cosner Financial Group, LLC
CLOSED017,755-17,755-100%$1.5M$0-$1.5M2026-11-03
Principal Financial Group Inc
CLOSED016,487-16,487-100%$1.4M$0-$1.4M2026-11-02
TBH Global Asset Management, LLC
CLOSED015,959-15,959-100%$1.4M$0-$1.4M2026-11-03
Scarborough Advisors, LLC
CLOSED015,843-15,843-100%$1.4M$0-$1.4M2026-10-16
Zega Investments, LLC
CLOSED011,810-11,810-100%$1.0M$0-$1.0M2026-11-04
Jefferies Financial Group Inc.
CLOSED09,062-9,062-100%$780.6K$0-$780.6K2026-11-05
Succession Financial, Inc.
CLOSED07,078-7,078-100%$609.7K$0-$609.7K2026-10-14
Wellington Shields Capital Management, LLC
CLOSED06,390-6,390-100%$550.4K$0-$550.4K2026-11-03
Miramontes Capital, LLC
CLOSED04,206-4,206-100%$362.3K$0-$362.3K2026-10-19
Briggs Wealth Management, Inc
CLOSED04,109-4,109-100%$353.9K$0-$353.9K2026-10-26
Kingsbury Capital Investment Advisors LLC
CLOSED03,942-3,942-100%$339.6K$0-$339.6K2026-10-20
AMI Asset Management Corp
CLOSED03,683-3,683-100%$317.3K$0-$317.3K2026-10-20
Core Wealth Management, Inc.
CLOSED03,672-3,672-100%$316.3K$0-$316.3K2026-10-22
Pinnacle Financial Group, LLC / IL
CLOSED03,566-3,566-100%$307.2K$0-$307.2K2026-10-29
Central Valley Advisors, LLC
CLOSED03,345-3,345-100%$288.1K$0-$288.1K2026-10-27
Belvedere Trading LLC
CLOSED03,061-3,061-100%$263.7K$0-$263.7K2026-11-05
Sunesis Advisors, LLC
CLOSED02,706-2,706-100%$233.1K$0-$233.1K2026-10-26
LeConte Wealth Management, LLC
CLOSED02,652-2,652-100%$228.5K$0-$228.5K2026-10-20
Merited Wealth, LLC
CLOSED02,520-2,520-100%$217.1K$0-$217.1K2026-10-13
Grey Ledge Advisors, LLC
CLOSED02,458-2,458-100%$211.7K$0-$211.7K2026-11-02
Brady Family Wealth, LLC
CLOSED02,413-2,413-100%$207.9K$0-$207.9K2026-11-02
Smart Wealth LLC
CLOSED02,402-2,402-100%$206.9K$0-$206.9K2026-11-04
Fischer Financial Services, Inc.
CLOSED02,399-2,399-100%$206.7K$0-$206.7K2026-10-30
Wealthcare Capital Partners, LLC
CLOSED02,375-2,375-100%$204.6K$0-$204.6K2026-10-21
Cathy Pareto & Associates, Inc
CLOSED02,373-2,373-100%$204.5K$0-$204.5K2026-10-15
Arcataur Capital Management LLC
CLOSED02,370-2,370-100%$204.2K$0-$204.2K2026-10-21
North Capital, Inc.
CLOSED02,364-2,364-100%$203.6K$0-$203.6K2026-10-16
Mountain Pacific Investment Advisers LLC
CLOSED02,328-2,328-100%$200.5K$0-$200.5K2026-10-29
DLK Investment Management, LLC
CLOSED02,043-2,043-100%$764.0K$0-$764.0K2026-10-09
Founders Capital Management
CLOSED01,944-1,944-100%$167.5K$0-$167.5K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED01,854-1,854-100%$159.7K$0-$159.7K2026-10-26
Sims Investment Management, LLC
CLOSED0846-846-100%$72.9K$0-$72.9K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED0601-601-100%$51.7K$0-$51.7K2026-10-29
Murphy & Mullick Capital Management Corp
CLOSED0510-510-100%$43.9K$0-$43.9K2026-11-02
Bullseye Investment Management, LLC
CLOSED0360-360-100%$31.0K$0-$31.0K2026-10-29
Midway Capital Research & Management
CLOSED0216-216-100%$18.6K$0-$18.6K2026-10-20
Armor Investment Advisors, LLC
CLOSED030-30-100%$2.6K$0-$2.6K2026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED000—$652.1K$751.9K+$99.8K2026-10-29
Bank of America Corp
N/A—334,520,544-334,520,544-100%$28.8B———
Jones Financial Companies Lllp
N/A—219,112,994-219,112,994-100%$18.1B———
Morgan Stanley
N/A—89,529,557-89,529,557-100%$7.7B———
Envestnet Asset Management Inc
N/A—58,557,269-58,557,269-100%$5.0B———
Financial Engines Advisors L.L.C.
N/A—38,876,521-38,876,521-100%$3.3B———
UBS Group AG
N/A—36,061,562-36,061,562-100%$3.1B———
LPL Financial LLC
N/A—33,367,717-33,367,717-100%$2.9B———
Wells Fargo & Company
N/A—26,191,295-26,191,295-100%$2.3B———
Ameriprise Financial Inc
N/A—23,707,792-23,707,792-100%$2.0B———
EP Wealth Advisors, LLC
N/A—23,330,170-23,330,170-100%$2.0B———
Raymond James Financial Inc
N/A—21,880,400-21,880,400-100%$1.9B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,430,648-20,430,648-100%$1.8B———
Pathstone Holdings, LLC
N/A—15,758,373-15,758,373-100%$1.4B———
FMR LLC
N/A—15,218,429-15,218,429-100%$1.3B———
Cetera Investment Advisers
N/A—14,652,011-14,652,011-100%$1.3B———
Royal Bank of Canada
N/A—13,743,482-13,743,482-100%$1.2B———
PNC Financial Services Group, Inc.
N/A—13,625,687-13,625,687-100%$1.2B———
RWA Wealth Partners, LLC
N/A—13,463,288-13,463,288-100%$1.2B———
JPMorgan Chase & Co
N/A—11,692,264-11,692,264-100%$992.1M———
Mariner, LLC
N/A—11,171,893-11,171,893-100%$962.3M———
Northwestern Mutual Wealth Management Co
N/A—10,888,180-10,888,180-100%$937.9M———
HighTower Advisors, LLC
N/A—9,627,196-9,627,196-100%$829.3M———
SEI Investments Co
N/A—8,977,301-8,977,301-100%$773.3M———
Moneta Group Investment Advisors LLC
N/A—8,638,955-8,638,955-100%$744.2M———
Captrust Financial Advisors
N/A—8,516,080-8,516,080-100%$733.6M———
Osaic Holdings, Inc.
N/A—7,959,331-7,959,331-100%$685.7M———
Performance Wealth Partners, LLC
N/A—7,621,304-7,621,304-100%$656.5M———
Goldman Sachs Group Inc
N/A—7,101,778-7,101,778-100%$611.7M———
Cerity Partners LLC
N/A—5,261,607-5,261,607-100%$453.3M———
Merit Financial Group, LLC
N/A—4,950,558-4,950,558-100%$426.4M———
Waverly Advisors, LLC
N/A—4,770,796-4,770,796-100%$411.0M———
MML Investors Services, LLC
N/A—4,642,430-4,642,430-100%$399.9M———
Stifel Financial Corp
N/A—4,507,151-4,507,151-100%$388.3M———
Sanctuary Advisors, LLC
N/A—4,488,264-4,488,264-100%$386.6M———
Wealthspire Advisors, LLC
N/A—4,415,332-4,415,332-100%$380.3M———
Focus Partners Wealth
N/A—4,244,024-4,244,024-100%$365.6M———
Natixis Advisors, LLC
N/A—4,221,531-4,221,531-100%$363.6M———
Lincoln National Corp
N/A—4,071,643-4,071,643-100%$350.7M———
Baird Financial Group, Inc.
N/A—4,032,317-4,032,317-100%$347.3M———
Beacon Pointe Advisors, LLC
N/A—3,787,752-3,787,752-100%$326.3M———
Rockefeller Capital Management L.P.
N/A—3,676,126-3,676,126-100%$316.7M———
Arax Advisory Partners
N/A—3,519,123-3,519,123-100%$303.1M———
Charles Schwab Investment Management Inc
N/A—3,440,932-3,440,932-100%$296.4M———
United Capital Financial Advisors, LLC
N/A—3,261,088-3,261,088-100%$281.4M———
Alliancebernstein L.P.
N/A—2,891,669-2,891,669-100%$1.3B———
Coldstream Capital Management Inc
N/A—2,648,650-2,648,650-100%$228.2M———
Invictus Private Wealth, LLC
N/A—2,576,840-2,576,840-100%$222.0M———
Equitable Holdings, Inc.
N/A—2,542,101-2,542,101-100%$219.0M———
Truepoint, Inc.
N/A—2,445,104-2,445,104-100%$210.6M———
NewEdge Advisors, LLC
N/A—2,441,322-2,441,322-100%$210.3M———
Sequoia Financial Advisors, LLC
N/A—2,187,134-2,187,134-100%$188.4M———
Orion Porfolio Solutions, LLC
N/A—2,181,783-2,181,783-100%$187.9M———
Mosaic Family Wealth Partners, LLC
N/A—2,173,600-2,173,600-100%$187.3M———
&partners
N/A—2,160,364-2,160,364-100%$186.1M———
BOK Financial Private Wealth, Inc.
N/A—2,136,784-2,136,784-100%$184.1M———
Betterment LLC
N/A—1,953,898-1,953,898-100%$168.3M———
Bank of Hawaii
N/A—1,940,390-1,940,390-100%$167.1M———
Savant Capital, LLC
N/A—1,888,047-1,888,047-100%$232.3M———
Summit Financial, LLC
N/A—1,813,507-1,813,507-100%$156.2M———
Becker Capital Management Inc
N/A—1,659,535-1,659,535-100%$143.0M———
Strategies Wealth Advisors, LLC
N/A—1,649,735-1,649,735-100%$142.1M———
Mercer Global Advisors Inc
N/A—1,632,494-1,632,494-100%$140.6M———
Glenmede Trust Co NA
N/A—1,595,899-1,595,899-100%$137.5M———
Members Trust Co
N/A—1,582,375-1,582,375-100%$136.3M———
Blair William & Co
N/A—1,526,650-1,526,650-100%$131.5M———
Bessemer Group Inc
N/A—1,521,794-1,521,794-100%$131.1M———
Mountain Capital Investment Advisors Inc.
N/A—1,454,679-1,454,679-100%$125.3M———
Steward Partners Investment Advisory, LLC
N/A—1,435,072-1,435,072-100%$123.6M———
Private Advisor Group, LLC
N/A—1,421,882-1,421,882-100%$122.5M———
Advisors Capital Management, LLC
N/A—1,407,673-1,407,673-100%$121.3M———
Bleakley Financial Group, LLC
N/A—1,404,506-1,404,506-100%$121.0M———
Pinnacle Financial Partners, Inc.
N/A—1,348,377-1,348,377-100%$116.1M———
Cary Street Partners Financial LLC
N/A—1,325,972-1,325,972-100%$112.4M———
AQR Capital Management LLC
N/A—1,292,359-1,292,359-100%$111.3M———
CSM Advisors, LLC
N/A—1,224,556-1,224,556-100%$105.5M———
Allworth Financial LP
N/A—1,206,562-1,206,562-100%$103.9M———
Cresset Asset Management, LLC
N/A—1,203,016-1,203,016-100%$103.6M———
Vestmark Advisory Solutions, Inc.
N/A—1,192,521-1,192,521-100%$102.7M———
Wellspring Financial Advisors, LLC
N/A—1,164,575-1,164,575-100%$13.7M———
CreativeOne Wealth, LLC
N/A—1,164,534-1,164,534-100%$100.3M———
Two Sigma Investments, LP
N/A—1,150,200-1,150,200-100%$99.1M———
Vista Capital Partners, Inc.
N/A—1,118,890-1,118,890-100%$96.4M———
MAI Capital Management
N/A—1,114,224-1,114,224-100%$96.0M———
Berger Financial Group, Inc
N/A—1,106,002-1,106,002-100%$95.3M———
Vanguard Advisers Inc
N/A—1,069,677-1,069,677-100%$92.1M———
Silvercrest Asset Management Group LLC
N/A—1,063,030-1,063,030-100%$91.6M———
Pasadena Private Wealth, LLC
N/A—1,035,344-1,035,344-100%$89.2M———
Northern Trust Corp
N/A—1,015,801-1,015,801-100%$87.5M———
Cahill Financial Advisors Inc
N/A—1,007,937-1,007,937-100%$86.8M———
Quantinno Capital Management LP
N/A—1,006,814-1,006,814-100%$86.7M———
UMB Bank, n.a.
N/A—996,127-996,127-100%$85.8M———
Granite Bay Wealth Management, LLC
N/A—964,042-964,042-100%$83.0M———
Envestnet Portfolio Solutions, Inc.
N/A—949,202-949,202-100%$81.8M———
Gotham Asset Management, LLC
N/A—948,861-948,861-100%$81.7M———
Janney Montgomery Scott LLC
N/A—937,700-937,700-100%$80.8M———
Cbiz Investment Advisory Services, LLC
N/A—904,105-904,105-100%$394.9M———
Strategic Investment Advisors / MI
N/A—896,392-896,392-100%$77.2M———
Blue Edge Capital, LLC
N/A—879,889-879,889-100%$75.8M———
Stephens Inc
N/A—875,866-875,866-100%$75.4M———
Bank of Montreal
N/A—874,516-874,516-100%$75.3M———
Hirtle & Co., LLC
N/A—858,558-858,558-100%$74.0M———
M&T Bank Corp
N/A—838,589-838,589-100%$72.2M———
Permanens Capital L.P.
N/A—825,415-825,415-100%$71.1M———
Partners in Financial Planning
N/A—824,863-824,863-100%$71.1M———
Condor Capital Management
N/A—821,008-821,008-100%$70.7M———
Destination Wealth Management
N/A—819,218-819,218-100%$70.6M———
Tiaa Trust, National Association
N/A—810,898-810,898-100%$69.9M———
Systematic Alpha Investments, LLC
N/A—784,030-784,030-100%$67.5M———
American Trust
N/A—772,322-772,322-100%$66.5M———
Harbour Investments, Inc.
N/A—768,216-768,216-100%$66.2M———
Neuberger Berman Group LLC
N/A—745,011-745,011-100%$64.2M———
Trustmark Bank Trust Department
N/A—728,319-728,319-100%$62.7M———
Checchi Capital Advisers, LLC
N/A—727,809-727,809-100%$62.7M———
Strategic Investment Solutions, Inc.
N/A—708,044-708,044-100%$61.0M———
Golden Road Advisors LLC
N/A—700,912-700,912-100%$60.4M———
Foundations Investment Advisors, LLC
N/A—658,936-658,936-100%$56.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—650,199-650,199-100%$56.0M———
Wealthfront Advisers LLC
N/A—637,823-637,823-100%$54.9M———
Duncan Williams Asset Management, LLC
N/A—607,777-607,777-100%$52.4M———
AE Wealth Management LLC
N/A—602,395-602,395-100%$51.9M———
Chaney Capital Management, Inc.
N/A—587,146-587,146-100%$50.6M———
Wealth Management Strategies, Inc.
N/A—581,578-581,578-100%$50.1M———
NI Acquisitions Company, LLC
N/A—551,896-551,896-100%$47.5M———
Cambridge Associates LLC
N/A—540,084-540,084-100%$46.5M———
Global Retirement Partners, LLC
N/A—535,081-535,081-100%$46.1M———
Nwam LLC
N/A—515,743-515,743-100%$44.4M———
Brown Advisory Inc
N/A—513,362-513,362-100%$44.2M———
Tiaa Wealth Investment Management LLC
N/A—509,868-509,868-100%$43.3M———
Advisory Services Network, LLC
N/A—493,893-493,893-100%$42.5M———
Franklin Resources Inc
N/A—484,413-484,413-100%$41.7M———
Integrated Wealth Concepts LLC
N/A—479,122-479,122-100%$41.3M———
Commerce Bank
N/A—477,706-477,706-100%$41.1M———
McNamara Financial Services, Inc.
N/A—469,940-469,940-100%$40.5M———
Marble Wealth, LLC
N/A—466,691-466,691-100%$40.2M———
TD Capital Management LLC
N/A—460,518-460,518-100%$39.7M———
Bragg Financial Advisors, Inc
N/A—459,273-459,273-100%$39.6M———
Stratos Investment Management, LLC
N/A—459,215-459,215-100%$39.6M———
Tilson Financial Group, Inc.
N/A—457,942-457,942-100%$39.4M———
Wealthspan Partners, LLC
N/A—454,623-454,623-100%$39.2M———
Pure Financial Advisors, LLC
N/A—453,868-453,868-100%$39.1M———
American Investment Services, Inc.
N/A—451,625-451,625-100%$38.9M———
Brookwood Investment Group LLC
N/A—447,622-447,622-100%$38.6M———
Evolution Advisers, Inc.
N/A—442,641-442,641-100%$38.1M———
IMA Advisory Services, Inc.
N/A—430,119-430,119-100%$37.1M———
Penserra Capital Management LLC
N/A—427,691-427,691-100%$36.8M———
Crews Bank & Trust
N/A—424,148-424,148-100%$36.5M———
Kingsview Wealth Management, LLC
N/A—423,135-423,135-100%$36.4M———
Tobias Financial Advisors, Inc.
N/A—414,195-414,195-100%$35.7M———
VeraBank, N.A.
N/A—413,193-413,193-100%$35.6M———
Nuveen, LLC
N/A—409,055-409,055-100%$35.2M———
Financial Advisors Network, Inc.
N/A—408,191-408,191-100%$35.2M———
Great Valley Advisor Group, Inc.
N/A—402,640-402,640-100%$34.7M———
Warner Financial, Inc
N/A—394,862-394,862-100%$34.0M———
Investment Advisory Group, LLC
N/A—394,770-394,770-100%$34.0M———
Zhang Financial LLC
N/A—393,248-393,248-100%$33.9M———
Belpointe Asset Management LLC
N/A—387,547-387,547-100%$33.4M———
Carter Financial, LLC
N/A—385,809-385,809-100%$33.2M———
Waterford Advisors, LLC
N/A—385,700-385,700-100%$33.2M———
Sovereign Financial Group, Inc.
N/A—384,778-384,778-100%$33.1M———
Spreng Capital Management, Inc.
N/A—382,074-382,074-100%$32.9M———
Stratos Wealth Partners, Ltd.
N/A—381,162-381,162-100%$32.8M———
BlueStem Wealth Partners, LLC
N/A—380,355-380,355-100%$32.8M———
Ameritas Advisory Services, LLC
N/A—376,110-376,110-100%$32.4M———
BTC Capital Management, Inc.
N/A—375,591-375,591-100%$32.4M———
Tulsa Wealth Advisors, Inc
N/A—366,691-366,691-100%$31.6M———
Clearstead Advisors, LLC
N/A—366,233-366,233-100%$31.5M———
Arete Wealth Advisors, LLC
N/A—361,436-361,436-100%$31.2M———
FWG Holdings, LLC
N/A—361,064-361,064-100%$30.1M———
Francis Financial, Inc.
N/A—358,024-358,024-100%$30.8M———
Savvy Advisors, Inc.
N/A—356,638-356,638-100%$30.7M———
BlackRock, Inc.
N/A—342,709-342,709-100%$29.5M———
Arkadios Wealth Advisors
N/A—336,442-336,442-100%$29.0M———
CIBC Bancorp USA Inc.
N/A—329,781-329,781-100%$28.3M———
IEQ Capital, LLC
N/A—328,480-328,480-100%$28.3M———
OneDigital Investment Advisors LLC
N/A—322,638-322,638-100%$27.8M———
O'shaughnessy Asset Management, LLC
N/A—319,819-319,819-100%$27.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—319,760-319,760-100%$27.5M———
LaSalle St. Investment Advisors, LLC
N/A—317,854-317,854-100%$27.4M———
Atlantic Union Bankshares Corp
N/A—314,762-314,762-100%$27.1M———
Dakota Wealth Management
N/A—312,902-312,902-100%$27.0M———
IAG Wealth Partners, LLC
N/A—310,621-310,621-100%$26.8M———
Regal Investment Advisors LLC
N/A—307,894-307,894-100%$26.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—298,638-298,638-100%$25.7M———
Integrated Wealthcare, LLC
N/A—297,818-297,818-100%$25.7M———
Werba Rubin Papier Wealth Management
N/A—296,253-296,253-100%$25.5M———
Impact Partnership Wealth, LLC
N/A—287,764-287,764-100%$24.8M———
NewEdge Wealth, LLC
N/A—283,847-283,847-100%$24.5M———
Legacy Edge Advisors, LLC
N/A—278,734-278,734-100%$24.0M———
DiPaolo Financial Group, Inc.
N/A—276,073-276,073-100%$23.8M———
Private Advisory Group LLC
N/A—270,900-270,900-100%$23.3M———
Focus Partners Advisor Solutions, LLC
N/A—266,619-266,619-100%$23.0M———
Cornerstone Advisory, LLC
N/A—266,465-266,465-100%$23.0M———
Bluespring Wealth Management, LLC
N/A—266,157-266,157-100%$22.9M———
Capital Analysts, LLC
N/A—264,815-264,815-100%$22.8M———
Hopwood Nicholas Hunter
N/A—262,180-262,180-100%$22.6M———
Falcon Wealth Planning
N/A—250,109-250,109-100%$21.5M———
Matrix Private Capital Group LLC
N/A—246,121-246,121-100%$21.2M———
Ausdal Financial Partners, Inc.
N/A—244,365-244,365-100%$21.0M———
Silicon Valley Capital Partners
N/A—241,290-241,290-100%$20.8M———
Odyssey Group, LLC
N/A—239,737-239,737-100%$20.7M———
Geneos Wealth Management Inc.
N/A—239,177-239,177-100%$20.6M———
Snowden Capital Advisors LLC
N/A—234,933-234,933-100%$20.2M———
Caprock Group, LLC
N/A—233,600-233,600-100%$20.1M———
IHT Wealth Management, LLC
N/A—232,760-232,760-100%$20.0M———
SCS Capital Management LLC
N/A—230,877-230,877-100%$19.9M———
Quotient Wealth Partners, LLC
N/A—229,166-229,166-100%$19.7M———
IFG Advisory, LLC
N/A—220,812-220,812-100%$19.0M———
Mutual Advisors, LLC
N/A—220,685-220,685-100%$19.0M———
One Charles Private Wealth Services, LLC
N/A—220,144-220,144-100%$19.0M———
Texas Yale Capital Corp.
N/A—215,012-215,012-100%$18.5M———
Planning Alternatives LTD
N/A—214,634-214,634-100%$18.5M———
Synergy Investment Management, LLC
N/A—211,823-211,823-100%$18.2M———
Johnson Investment Counsel Inc
N/A—210,372-210,372-100%$18.1M———
Coastal Bridge Advisors, LLC
N/A—208,190-208,190-100%$17.9M———
GenTrust, LLC
N/A—206,173-206,173-100%$17.8M———
Karpus Management, Inc.
N/A—201,907-201,907-100%$17.4M———
D. E. Shaw & Co., Inc.
N/A—201,707-201,707-100%$17.4M———
Payne Capital Management, LLC
N/A—201,200-201,200-100%$17.3M———
Star Financial Bank
N/A—198,385-198,385-100%$17.1M———
Chilton Investment Co Inc.
N/A—196,728-196,728-100%$16.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—196,224-196,224-100%$16.9M———
Gladstone Institutional Advisory LLC
N/A—193,222-193,222-100%$16.6M———
SouthState Bank Corp
N/A—191,362-191,362-100%$16.5M———
Beacon Bridge Wealth Partners, LLC
N/A—190,527-190,527-100%$16.4M———
EMC Capital Management
N/A—187,584-187,584-100%$16.2M———
Vanguard National Trust Co
N/A—184,546-184,546-100%$15.9M———
First National Bank of Omaha
N/A—183,735-183,735-100%$15.8M———
Perennial Investment Advisors, LLC
N/A—181,822-181,822-100%$15.7M———
Birnam Oak Advisors, LP
N/A—181,798-181,798-100%$15.7M———
Integrity Wealth Solutions LLC
N/A—180,238-180,238-100%$15.5M———
Columbia River Financial Group, LLC
N/A—178,303-178,303-100%$15.4M———
Western Wealth Management, LLC
N/A—174,075-174,075-100%$15.0M———
Horizon Family Wealth, Inc.
N/A—170,865-170,865-100%$14.7M———
World Investment Advisors
N/A—167,019-167,019-100%$25.5M———
Disciplined Investors, L.L.C.
N/A—160,363-160,363-100%$13.8M———
Huntington National Bank
N/A—160,327-160,327-100%$13.8M———
Novak & Powell Financial Services, Inc.
N/A—159,980-159,980-100%$13.8M———
JMG Financial Group, Ltd.
N/A—158,934-158,934-100%$13.7M———
VSM Wealth Advisory, LLC
N/A—158,390-158,390-100%$13.6M———
Peak Retirement Planning, Inc.
N/A—156,415-156,415-100%$13.5M———
Maridea Wealth Management LLC
N/A—156,399-156,399-100%$13.5M———
BBR Partners, LLC
N/A—154,463-154,463-100%$13.3M———
Meramec Financial Planners, LLC
N/A—152,920-152,920-100%$12.8M———
Westwood Holdings Group Inc
N/A—152,727-152,727-100%$13.2M———
Lansing Street Advisors
N/A—150,974-150,974-100%$13.0M———
Cardiff Park Advisors, LLC
N/A—150,100-150,100-100%$12.9M———
Riverview Capital Advisers, LLC
N/A—144,092-144,092-100%$12.4M———
MTC Wealth Management LLC
N/A—143,593-143,593-100%$12.4M———
N.E.W. Advisory Services LLC
N/A—140,879-140,879-100%$12.1M———
Prostatis Group LLC
N/A—138,906-138,906-100%$12.0M———
Benjamin Edwards Inc
N/A—137,138-137,138-100%$11.8M———
Keystone Financial Group
N/A—136,573-136,573-100%$11.8M———
Essex Financial Services, Inc.
N/A—132,865-132,865-100%$11.4M———
Nicolet Bankshares Inc
N/A—132,654-132,654-100%$11.5M———
Brio Consultants, LLC
N/A—129,488-129,488-100%$11.2M———
Mathes Company, Inc.
N/A—127,650-127,650-100%$11.0M———
Petix & Botte Co
N/A—126,950-126,950-100%$10.9M———
Dravo BAY LLC
N/A—126,719-126,719-100%$10.9M———
Kovack Advisors, Inc.
N/A—126,623-126,623-100%$10.9M———
Hollencrest Capital Management
N/A—126,272-126,272-100%$10.9M———
HTG Investment Advisors, Inc.
N/A—126,169-126,169-100%$10.9M———
Simmons Bank
N/A—125,654-125,654-100%$10.8M———
Clearwater Capital Advisors, LLC
N/A—125,444-125,444-100%$10.8M———
Horizon Bancorp Inc
N/A—125,310-125,310-100%$10.8M———
Wealthspire Retirement, LLC
N/A—123,649-123,649-100%$10.7M———
LifePlan Investment Advisors, Inc.
N/A—122,424-122,424-100%$10.5M———
Kavar Capital Partners Group, LLC
N/A—121,681-121,681-100%$10.5M———
Zions Bancorporation, National Association
N/A—120,976-120,976-100%$10.4M———
Horizon Investments, LLC
N/A—120,524-120,524-100%$10.4M———
Pine Valley Investments Ltd Liability Co
N/A—116,065-116,065-100%$10.0M———
Gentry Private Wealth, LLC
N/A—115,890-115,890-100%$10.0M———
Summit Wealth Partners, LLC
N/A—115,570-115,570-100%$10.0M———
Quent Capital, LLC
N/A—115,504-115,504-100%$688.2K———
Wind River Trust Co
N/A—113,562-113,562-100%$9.8M———
Seeds Investor LLC
N/A—112,693-112,693-100%$9.7M———
Twin Focus Capital Partners, LLC
N/A—112,180-112,180-100%$9.7M———
One Capital Management, LLC
N/A—111,641-111,641-100%$48.8M———
Tide Cove Capital Partners LLC
N/A—111,070-111,070-100%$9.9M———
Ogorek Anthony Joseph
N/A—110,032-110,032-100%$9.5M———
Schroder Investment Management Group
N/A—109,812-109,812-100%$9.5M———
Centaurus Financial, Inc.
N/A—109,472-109,472-100%$9.4M———
Level Four Advisory Services, LLC
N/A—109,408-109,408-100%$9.4M———
M3 Advisory Group, LLC
N/A—108,637-108,637-100%$9.4M———
Curi Capital, LLC
N/A—107,702-107,702-100%$9.3M———
Kintra Wealth, LLC
N/A—106,753-106,753-100%$9.6M———
Osborne Partners Capital Management, LLC
N/A—106,582-106,582-100%$9.2M———
Gallagher Fiduciary Advisors, LLC
N/A—106,379-106,379-100%$9.2M———
Magnolia Capital Advisors LLC
N/A—106,310-106,310-100%$9.2M———
Addison Advisors LLC
N/A—106,154-106,154-100%$9.1M———
First American Trust, FSB
N/A—105,988-105,988-100%$9.1M———
BFC Planning, Inc.
N/A—104,923-104,923-100%$9.0M———
Campbell Deegan Wealth Management, LLC
N/A—103,680-103,680-100%$8.9M———
Abbot Financial Management, Inc.
N/A—103,627-103,627-100%$8.9M———
Rehmann Capital Advisory Group
N/A—103,365-103,365-100%$8.9M———
Hilltop Holdings Inc.
N/A—103,252-103,252-100%$8.9M———
Bonfire Financial
N/A—102,807-102,807-100%$8.9M———
Northstar Group, Inc.
N/A—102,433-102,433-100%$8.8M———
Kelman-Lazarov, Inc.
N/A—102,406-102,406-100%$8.8M———
WealthShield Partners, LLC
N/A—100,729-100,729-100%$8.7M———
WIN Advisors, Inc
N/A—100,446-100,446-100%$8.7M———
NorthRock Partners, LLC
N/A—97,567-97,567-100%$8.4M———
Calton & Associates, Inc.
N/A—97,164-97,164-100%$8.4M———
Victory Capital Management Inc
N/A—96,280-96,280-100%$8.3M———
Fiduciary Financial Advisors
N/A—96,198-96,198-100%$8.3M———
Cascades Capital Asset Management, LLC
N/A—95,395-95,395-100%$8.2M———
Gateway Wealth Partners, LLC
N/A—93,833-93,833-100%$8.1M———
Muirfield Wealth Advisors LLC
N/A—93,027-93,027-100%$8.0M———
NCM Capital Management, LLC
N/A—92,975-92,975-100%$8.0M———
Estate Counselors, LLC
N/A—92,628-92,628-100%$8.0M———
Pine Harbor Wealth Management, LLC
N/A—92,596-92,596-100%$8.0M———
Disciplined Investments, LLC
N/A—92,456-92,456-100%$8.0M———
Panoramic Investment Advisors, LLC
N/A—91,944-91,944-100%$7.9M———
M1 Capital Management LLC
N/A—91,795-91,795-100%$7.9M———
Prestige Wealth Management Group LLC
N/A—90,898-90,898-100%$7.8M———
QRG Capital Management, Inc.
N/A—90,805-90,805-100%$7.8M———
MA Private Wealth
N/A—90,156-90,156-100%$7.8M———
Valmark Advisers, Inc.
N/A—89,827-89,827-100%$7.7M———
Capital Advisor Network LLC
N/A—88,325-88,325-100%$7.6M———
Laraway Financial Advisors Inc
N/A—87,000-87,000-100%$7.5M———
Glen Eagle Advisors, LLC
N/A—86,960-86,960-100%$7.5M———
Madison Asset Management, LLC
N/A—85,913-85,913-100%$7.4M———
Institute for Wealth Management, Llc.
N/A—85,781-85,781-100%$7.4M———
Smith, Moore & Co.
N/A—84,410-84,410-100%$7.3M———
Tidal Investments LLC
N/A—84,071-84,071-100%$7.2M———
Advisory Alpha, LLC
N/A—83,149-83,149-100%$7.2M———
HBK Sorce Advisory LLC
N/A—82,112-82,112-100%$7.3M———
North Star Asset Management Inc
N/A—82,007-82,007-100%$7.1M———
Brown Brothers Harriman & Co
N/A—81,624-81,624-100%$7.0M———
Principal Securities, Inc.
N/A—81,613-81,613-100%$7.0M———
Empower Advisory Group, LLC
N/A—81,411-81,411-100%$7.0M———
Squarepoint Ops LLC
N/A—79,755-79,755-100%$6.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—78,314-78,314-100%$6.7M———
Planwiser Financial, LLC
N/A—77,711-77,711-100%$6.7M———
Prime Buchholz LLC
N/A—77,622-77,622-100%$6.7M———
Donaldson Capital Management, LLC
N/A—77,583-77,583-100%$6.7M———
TPG Financial Advisors, LLC
N/A—77,541-77,541-100%$6.7M———
Dopkins Wealth Management, LLC
N/A—77,407-77,407-100%$6.7M———
Pacific Financial Group Inc
N/A—76,712-76,712-100%$6.6M———
Bawa N Mallick Trust
N/A—76,500-76,500-100%$6.6M———
Talon Private Wealth, LLC
N/A—75,722-75,722-100%$6.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—75,556-75,556-100%$6.5M———
Moors & Cabot, Inc.
N/A—74,857-74,857-100%$6.4M———
Aptus Capital Advisors, LLC
N/A—73,560-73,560-100%$6.3M———
Battery Global Advisors, LLC
N/A—73,443-73,443-100%$6.3M———
HighPoint Advisor Group LLC
N/A—73,214-73,214-100%$6.3M———
Polen Capital Management LLC
N/A—73,200-73,200-100%$6.3M———
Faithward Advisors, LLC
N/A—72,847-72,847-100%$6.3M———
Composition Wealth, LLC
N/A—72,679-72,679-100%$6.3M———
OneAscent Financial Services LLC
N/A—71,969-71,969-100%$6.2M———
Strategic Financial Partners, Ltd.
N/A—71,734-71,734-100%$6.2M———
Fourth Dimension Wealth, LLC
N/A—71,299-71,299-100%$6.1M———
Bay Rivers Group
N/A—70,625-70,625-100%$6.1M———
Argent Trust Co
N/A—70,449-70,449-100%$6.1M———
Causey Wealth LLC
N/A—70,060-70,060-100%$6.0M———
Cascade Wealth Advisors, Inc
N/A—69,774-69,774-100%$6.2M———
Hexagon Capital Partners LLC
N/A—69,723-69,723-100%$6.0M———
Ciovacco Capital Management LLC
N/A—69,584-69,584-100%$6.0M———
Choate Investment Advisors
N/A—69,079-69,079-100%$6.0M———
Drucker Wealth 3.0, LLC
N/A—69,031-69,031-100%$5.9M———
Wescott Financial Advisory Group, LLC
N/A—68,447-68,447-100%$5.9M———
Madison Wealth Partners, Inc
N/A—68,444-68,444-100%$5.9M———
Jefferson Bridge Capital, LLC
N/A—68,338-68,338-100%$5.9M———
Earned Wealth Advisors, LLC
N/A—68,181-68,181-100%$5.9M———
Leavell Investment Management, Inc.
N/A—66,200-66,200-100%$5.7M———
Ballentine Partners, LLC
N/A—65,600-65,600-100%$5.7M———
Leo H. Evart, Inc.
N/A—64,839-64,839-100%$5.6M———
Great Lakes Advisors, LLC
N/A—64,685-64,685-100%$5.6M———
Loomis Sayles & Co L P
N/A—64,076-64,076-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—63,595-63,595-100%$5.5M———
PFG Investments, LLC
N/A—63,551-63,551-100%$5.5M———
NorthStar Asset Management LLC
N/A—62,623-62,623-100%$5.4M———
Fisher Asset Management, LLC
N/A—62,581-62,581-100%$5.4M———
Cozad Asset Management Inc
N/A—62,073-62,073-100%$5.3M———
Sandy Cove Advisors, LLC
N/A—61,969-61,969-100%$5.3M———
Anchor Investment Management, LLC
N/A—61,923-61,923-100%$5.3M———
Evercore Wealth Management, LLC
N/A—61,885-61,885-100%$5.3M———
Troutman Wealth Management, LLC
N/A—60,803-60,803-100%$5.2M———
Modern Wealth Management, LLC
N/A—60,707-60,707-100%$5.2M———
Barnes Pettey Financial Advisors, LLC
N/A—60,356-60,356-100%$5.2M———
Planning Directions Inc
N/A—60,338-60,338-100%$5.2M———
SOA Wealth Advisors, Llc.
N/A—59,924-59,924-100%$5.2M———
Pallas Capital Advisors LLC
N/A—59,864-59,864-100%$5.2M———
Coppell Advisory Solutions LLC
N/A—58,670-58,670-100%$2.6M———
Venturi Wealth Management, LLC
N/A—58,602-58,602-100%$5.0M———
Wick Capital Partners, LLC
N/A—58,547-58,547-100%$5.0M———
Whittier Trust Co of Nevada Inc
N/A—57,732-57,732-100%$5.0M———
Opus Financial Solutions LLC
N/A—57,321-57,321-100%$4.9M———
Birchcreek Wealth Management, LLC
N/A—57,199-57,199-100%$4.9M———
Alexander Labrunerie & Co., Inc.
N/A—57,181-57,181-100%$4.9M———
Axis Wealth Partners, LLC
N/A—56,464-56,464-100%$4.9M———
AlTi Global, Inc.
N/A—55,710-55,710-100%$4.8M———
Bravias Capital Group, LLC
N/A—55,558-55,558-100%$4.8M———
ST Germain D J Co Inc
N/A—55,434-55,434-100%$4.8M———
Sky-Mountain Capital Management, Inc.
N/A—55,307-55,307-100%$4.8M———
Mayflower Financial Advisors, LLC
N/A—55,164-55,164-100%$4.8M———
Fiducient Advisors LLC
N/A—54,729-54,729-100%$4.7M———
Covington Investment Advisors Inc.
N/A—54,394-54,394-100%$4.7M———
Houlihan Financial Resource Group, Ltd.
N/A—54,227-54,227-100%$4.7M———
Fortis Group Advisors, LLC
N/A—54,057-54,057-100%$4.7M———
Smartleaf Asset Management LLC
N/A—53,956-53,956-100%$4.6M———
Tradition Wealth Management, LLC
N/A—53,950-53,950-100%$4.6M———
Cary Street Partners Investment Advisory LLC
N/A—53,740-53,740-100%$4.6M———
Sound View Wealth Advisors Group, LLC
N/A—53,242-53,242-100%$4.6M———
Veridan Wealth LLC
N/A—53,174-53,174-100%$4.6M———
Xcelsior Advisor Partners LLC
N/A—53,165-53,165-100%$4.6M———
Thoroughbred Financial Services, LLC
N/A—53,014-53,014-100%$4.6M———
Transamerica Financial Advisors, LLC
N/A—52,950-52,950-100%$4.6M———
Oxford Wealth Group, LLC
N/A—52,358-52,358-100%$4.5M———
Stonebridge Financial Planning Group, LLC
N/A—51,806-51,806-100%$4.5M———
SageView Advisory Group, LLC
N/A—51,407-51,407-100%$4.4M———
Private Wealth Asset Management, LLC
N/A—51,258-51,258-100%$4.4M———
Keel Point, LLC
N/A—50,420-50,420-100%$4.3M———
MJP Associates Inc
N/A—49,741-49,741-100%$4.3M———
Financial Alternatives, Inc
N/A—49,686-49,686-100%$4.3M———
Summit Trail Advisors, LLC
N/A—49,570-49,570-100%$4.3M———
Pgim Custom Harvest LLC
N/A—49,189-49,189-100%$4.2M———
Capital Group Private Client Services, Inc.
N/A—48,777-48,777-100%$4.2M———
Russell Investments Group, Ltd.
N/A—48,724-48,724-100%$4.2M———
Strategic Financial Concepts, LLC
N/A—48,568-48,568-100%$4.2M———
National Philanthropic Trust
N/A—47,930-47,930-100%$4.1M———
Smithfield Trust Co
N/A—47,572-47,572-100%$4.1M———
Forum Private Client Group LLC
N/A—47,565-47,565-100%$4.1M———
HHM Wealth Advisors, LLC
N/A—47,512-47,512-100%$4.1M———
Vines Capital Management, LLC
N/A—47,480-47,480-100%$4.1M———
Ethos Financial Group, LLC
N/A—47,374-47,374-100%$4.0M———
Continuum Advisory, LLC
N/A—47,303-47,303-100%$4.1M———
Prospect Financial Services LLC
N/A—47,090-47,090-100%$4.1M———
Clark Capital Management Group, Inc.
N/A—46,299-46,299-100%$4.0M———
Aspen Grove Capital, LLC
N/A—45,747-45,747-100%$3.9M———
JT Stratford LLC
N/A—45,534-45,534-100%$3.9M———
Mason Investment Advisory Services, Inc.
N/A—45,077-45,077-100%$3.9M———
Hanover Advisors Inc
N/A—44,895-44,895-100%$3.9M———
Wilson & Boucher Capital Management, LLC
N/A—44,494-44,494-100%$3.8M———
Rothschild Investment LLC
N/A—44,469-44,469-100%$3.8M———
Stokes Family Office, LLC
N/A—44,339-44,339-100%$3.8M———
Fort Vancouver Investment Management, LLC
N/A—43,830-43,830-100%$3.8M———
Keebeck Wealth Management
N/A—43,827-43,827-100%$3.8M———
Everpar Advisors LLC
N/A—43,693-43,693-100%$3.8M———
Sharpepoint LLC
N/A—43,664-43,664-100%$3.8M———
ArchPoint Investors
N/A—43,320-43,320-100%$3.7M———
Westmount Partners, LLC
N/A—43,134-43,134-100%$3.7M———
Regatta Research & Money Management
N/A—43,045-43,045-100%$3.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—42,525-42,525-100%$3.7M———
Meeder Advisory Services, Inc.
N/A—41,982-41,982-100%$3.6M———
Transcend Capital Advisors, LLC
N/A—41,930-41,930-100%$3.6M———
Brand Asset Management Group, Inc.
N/A—41,388-41,388-100%$3.6M———
Insigneo Advisory Services, LLC
N/A—41,323-41,323-100%$3.6M———
Carl P. Sherr & Co., LLC
N/A—41,223-41,223-100%$3.6M———
Advance Capital Management, Inc.
N/A—40,168-40,168-100%$3.5M———
Genesis Financial Group, LLC
N/A—40,137-40,137-100%$3.5M———
WCG Wealth Advisors LLC
N/A—40,114-40,114-100%$3.5M———
Walter & Keenan Wealth Management LLC
N/A—39,919-39,919-100%$3.4M———
Flputnam Investment Management Co
N/A—39,868-39,868-100%$3.4M———
Fort Sheridan Advisors LLC
N/A—39,820-39,820-100%$3.4M———
Bartlett & Co. Wealth Management LLC
N/A—39,642-39,642-100%$3.4M———
ProVise Management Group, LLC
N/A—39,620-39,620-100%$3.4M———
Ancora Advisors LLCA
N/A—39,201-39,201-100%$3.4M———
Range Advisory, LLC
N/A—38,802-38,802-100%$3.3M———
Diversified Trust Co
N/A—38,372-38,372-100%$3.3M———
Qube Research & Technologies Ltd
N/A—38,152-38,152-100%$3.3M———
Davis R M Inc
N/A—38,124-38,124-100%$3.3M———
Red Wave Investments LLC
N/A—38,082-38,082-100%$3.3M———
Madden Advisory Services, Inc.
N/A—37,428-37,428-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—37,199-37,199-100%$3.2M———
Geometric Wealth Advisors
N/A—36,893-36,893-100%$3.2M———
Blom & Howell Financial Planning, Inc.
N/A—36,781-36,781-100%$3.2M———
Accretive Wealth Partners, LLC
N/A—36,743-36,743-100%$3.2M———
Motco
N/A—36,574-36,574-100%$3.2M———
Jordan Park Group LLC
N/A—36,504-36,504-100%$3.1M———
Bernicke Wealth Management, Ltd.
N/A—36,212-36,212-100%$3.1M———
Freestone Capital Holdings, LLC
N/A—36,019-36,019-100%$3.1M———
Alongside, LLC
N/A—35,959-35,959-100%$3.1M———
49 Wealth Management, LLC
N/A—35,959-35,959-100%$3.1M———
Westbourne Investments, Inc.
N/A—35,807-35,807-100%$3.1M———
EWA, LLC
N/A—35,745-35,745-100%$3.1M———
CVA Family Office, LLC
N/A—35,512-35,512-100%$3.1M———
Fidelis Capital Partners, LLC
N/A—35,509-35,509-100%$3.1M———
Safe Harbor Fiduciary, LLC
N/A—35,312-35,312-100%$3.0M———
Silver Coast Investments LLC
N/A—35,243-35,243-100%$3.0M———
Ibex Wealth Advisors
N/A—34,704-34,704-100%$3.0M———
Latko Wealth Management, Ltd.
N/A—34,545-34,545-100%$3.0M———
Peapack Gladstone Financial Corp
N/A—34,528-34,528-100%$3.0M———
Hancock Whitney Corp
N/A—34,398-34,398-100%$3.0M———
Mayport, LLC
N/A—33,859-33,859-100%$2.9M———
Flow Traders U.S. LLC
N/A—33,603-33,603-100%$2.9M———
Vanguard Personalized Indexing Management, LLC
N/A—33,591-33,591-100%$2.9M———
Medallion Wealth Advisors, LLC
N/A—33,567-33,567-100%$2.9M———
Dorsey & Whitney Trust Co LLC
N/A—33,409-33,409-100%$2.9M———
Bridges Investment Management Inc
N/A—33,042-33,042-100%$2.8M———
Callan Family Office, LLC
N/A—32,798-32,798-100%$2.8M———
Nomura Asset Management Co LTD
N/A—32,000-32,000-100%$2.8M———
Evergreen Wealth Management, LLC
N/A—31,866-31,866-100%$2.7M———
Wealth Watch Advisors, Inc
N/A—31,708-31,708-100%$2.7M———
Empowered Funds, LLC
N/A—31,371-31,371-100%$2.7M———
Haverford Trust Co
N/A—31,273-31,273-100%$2.7M———
Legacy Financial Group LLC
N/A—31,261-31,261-100%$2.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—31,127-31,127-100%$2.7M———
Marco Investment Management LLC
N/A—31,102-31,102-100%$2.7M———
HSBC Holdings PLC
N/A—31,008-31,008-100%$2.7M———
Atlas Legacy Advisors, LLC
N/A—30,857-30,857-100%$2.7M———
Iron Gate Global Advisors LLC
N/A—30,794-30,794-100%$2.7M———
UBS Asset Management Americas LLC
N/A—30,557-30,557-100%$2.6M———
Next Capital Management LLC
N/A—30,404-30,404-100%$2.6M———
Klcm Advisors, Inc.
N/A—30,144-30,144-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—29,724-29,724-100%$2.6M———
Independent Advisor Alliance
N/A—28,998-28,998-100%$2.5M———
EFG International AG
N/A—28,931-28,931-100%$2.5M———
Shelton Capital Management
N/A—28,837-28,837-100%$2.5M———
Strive Financial Group,LLC
N/A—28,814-28,814-100%$2.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—28,737-28,737-100%$2.5M———
Barnes Wealth Management Group, Inc
N/A—28,487-28,487-100%$2.5M———
United Bank
N/A—28,326-28,326-100%$2.4M———
Compass Capital Corp
N/A—28,207-28,207-100%$2.5M———
VestGen Investment Management
N/A—27,799-27,799-100%$2.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—27,777-27,777-100%$2.4M———
Vident Advisory, LLC
N/A—27,732-27,732-100%$2.4M———
Element Squared LLC
N/A—27,611-27,611-100%$2.4M———
Camarda Financial Advisors, LLC
N/A—27,420-27,420-100%$2.4M———
Prosperity Consulting Group, LLC
N/A—27,279-27,279-100%$2.3M———
Icon Wealth Advisors, LLC
N/A—27,237-27,237-100%$2.3M———
Mokan Wealth Management Inc.
N/A—26,975-26,975-100%$2.3M———
Rollins Financial Advisors, LLC
N/A—26,963-26,963-100%$2.3M———
Clarendon Private LLC
N/A—26,775-26,775-100%$2.3M———
First Trust Advisors LP
N/A—26,733-26,733-100%$2.3M———
Alta Wealth Advisors LLC
N/A—26,676-26,676-100%$2.3M———
Bravera Wealth
N/A—26,462-26,462-100%$2.3M———
Baker Avenue Asset Management, LP
N/A—26,376-26,376-100%$2.3M———
Olde Wealth Management, LLC
N/A—26,174-26,174-100%$2.3M———
Saiph Capital, LLC
N/A—25,922-25,922-100%$2.2M———
Mission Creek Capital Partners, Inc.
N/A—25,906-25,906-100%$2.2M———
Daybright Advisory Services, Inc.
N/A—25,776-25,776-100%$2.2M———
Bedel Financial Consulting, Inc.
N/A—25,658-25,658-100%$2.2M———
Staley Capital Advisers Inc
N/A—25,638-25,638-100%$2.2M———
Oxford Financial Group, Ltd. LLC
N/A—25,518-25,518-100%$2.2M———
Winch Advisory Services, LLC
N/A—25,500-25,500-100%$2.2M———
Proactive Wealth Strategies LLC
N/A—25,466-25,466-100%$2.2M———
CIBC World Market Inc.
N/A—25,410-25,410-100%$2.2M———
Compass Advisory Group LLC
N/A—25,180-25,180-100%$2.2M———
Kirtland Hills Capital Management, LLC
N/A—25,104-25,104-100%$2.2M———
Taylor Hoffman Capital Management LLC
N/A—24,984-24,984-100%$2.2M———
Whittier Trust Co
N/A—24,887-24,887-100%$2.2M———
White Knight Strategic Wealth Advisors, LLC
N/A—24,859-24,859-100%$2.1M———
Avant Capital LLC
N/A—24,741-24,741-100%$2.1M———
Kane Investment Management, Inc.
N/A—24,679-24,679-100%$2.1M———
Jaffetilchin Investment Partners, LLC
N/A—24,673-24,673-100%$2.1M———
Vision Retirement, LLC
N/A—24,421-24,421-100%$2.1M———
Park Place Capital Corp
N/A—24,375-24,375-100%$2.1M———
Money Concepts Capital Corp
N/A—24,284-24,284-100%$2.1M———
CBM Financial, LLC
N/A—24,178-24,178-100%$2.1M———
First Manhattan Co. Llc.
N/A—23,852-23,852-100%$2.1M———
Douglass Winthrop Advisors, LLC
N/A—23,504-23,504-100%$2.0M———
Athena Investment Management
N/A—23,450-23,450-100%$2.0M———
Sage Financial Management Group, Inc.
N/A—23,388-23,388-100%$2.0M———
Bridgewater Advisors Inc.
N/A—23,384-23,384-100%$2.0M———
Winslow Capital Management, LLC
N/A—23,347-23,347-100%$2.0M———
Asset Management Group, Inc.
N/A—23,237-23,237-100%$2.0M———
IFC Advisors LLC
N/A—23,208-23,208-100%$2.0M———
Security National Bank of SO DAK
N/A—23,193-23,193-100%$2.0M———
Westfield Capital Management Co LP
N/A—23,166-23,166-100%$2.0M———
Pinney & Scofield, Inc.
N/A—22,919-22,919-100%$2.0M———
Deutsche Bank Ag\
N/A—22,782-22,782-100%$2.0M———
Maripau Wealth Management LLC
N/A—22,766-22,766-100%$2.0M———
Ally Invest Advisors Inc.
N/A—22,749-22,749-100%$2.0M———
Elm Partners Management LLC
N/A—22,697-22,697-100%$2.0M———
Kiley Juergens Wealth Management, LLC
N/A—22,654-22,654-100%$2.0M———
Strategic Wealth Partners, Ltd.
N/A—22,637-22,637-100%$1.9M———
Crux Wealth Advisors
N/A—22,503-22,503-100%$1.9M———
Prepared Retirement Institute LLC
N/A—22,427-22,427-100%$1.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—22,234-22,234-100%$1.9M———
Arkos Global Advisors
N/A—22,102-22,102-100%$1.9M———
PAX Financial Group, LLC
N/A—21,699-21,699-100%$1.9M———
Stonebrook Private Inc.
N/A—21,637-21,637-100%$1.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—21,590-21,590-100%$1.9M———
RiverFront Investment Group, LLC
N/A—21,476-21,476-100%$1.8M———
Investments & Financial Planning, LLC
N/A—21,440-21,440-100%$1.8M———
Ponta Wealth Partners, LLC
N/A—21,350-21,350-100%$1.8M———
Colonial Trust Co / SC
N/A—21,056-21,056-100%$1.8M———
Fiduciary Trust Co
N/A—20,972-20,972-100%$1.8M———
PCM Encore, LLC
N/A—20,952-20,952-100%$1.8M———
New Republic Capital, LLC
N/A—20,902-20,902-100%$1.8M———
SHP Wealth Management
N/A—20,834-20,834-100%$1.8M———
Zinnia Wealth Advisory, LLC
N/A—20,787-20,787-100%$1.8M———
Twin Lakes Capital Management, LLC
N/A—20,715-20,715-100%$1.8M———
Wiser Advisor Group LLC
N/A—20,624-20,624-100%$1.8M———
Bogart Wealth, LLC
N/A—20,488-20,488-100%$1.8M———
Northwest Bancshares, Inc.
N/A—20,481-20,481-100%$1.8M———
Eldridge Investment Advisors, Inc.
N/A—20,323-20,323-100%$1.8M———
Timbuktu Capital Management, LLC
N/A—20,320-20,320-100%$1.8M———
River Wealth Advisors LLC
N/A—20,301-20,301-100%$1.7M———
Easterly Investment Partners LLC
N/A—20,268-20,268-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—20,153-20,153-100%$1.7M———
Operose Advisors LLC
N/A—19,838-19,838-100%$1.7M———
Pennington Partners & Co., LLC
N/A—19,507-19,507-100%$1.7M———
Spartan Wealth Advisory Services LLC
N/A—19,382-19,382-100%$1.7M———
Lifeworks Advisors, LLC
N/A—19,320-19,320-100%$1.7M———
Ruggaard & Associates LLC
N/A—19,101-19,101-100%$1.6M———
Aureus Asset Management, LLC
N/A—19,098-19,098-100%$1.6M———
LRI Investments, LLC
N/A—19,056-19,056-100%$1.6M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—18,972-18,972-100%$1.6M———
Tanglewood Legacy Advisors, LLC
N/A—18,912-18,912-100%$1.6M———
Graney & King, LLC
N/A—18,831-18,831-100%$1.6M———
Team Hewins, LLC
N/A—18,708-18,708-100%$1.6M———
Canal Capital Management, LLC
N/A—18,650-18,650-100%$1.6M———
Goodwin Investment Advisory
N/A—18,416-18,416-100%$1.6M———
SK Wealth Management, LLC
N/A—18,237-18,237-100%$1.6M———
360 Financial, Inc.
N/A—18,174-18,174-100%$1.6M———
Ingalls & Snyder LLC
N/A—18,082-18,082-100%$1.6M———
Intellectus Partners, LLC
N/A—18,002-18,002-100%$1.6M———
Dana Investment Advisors, Inc.
N/A—17,943-17,943-100%$1.5M———
Rockbridge Investment Management, LCC
N/A—17,826-17,826-100%$1.5M———
Libra Wealth LLC
N/A—17,766-17,766-100%$1.5M———
WealthTrak Capital Management LLC
N/A—17,579-17,579-100%$1.5M———
Strait & Sound Wealth Management LLC
N/A—17,520-17,520-100%$1.5M———
Founders Financial Alliance, LLC
N/A—17,484-17,484-100%$1.5M———
KilterHowling LLC
N/A—17,287-17,287-100%$1.5M———
Waterloo Capital, L.P.
N/A—17,272-17,272-100%$1.5M———
Strategic Financial Services, Inc.
N/A—17,253-17,253-100%$1.5M———
Generation Capital Management LLC
N/A—17,115-17,115-100%$1.5M———
Headinvest, LLC
N/A—16,882-16,882-100%$1.5M———
GeoWealth Management, LLC
N/A—16,878-16,878-100%$1.5M———
Chevy Chase Trust Holdings, LLC
N/A—16,848-16,848-100%$1.5M———
Boulder Wealth Advisors, LLC
N/A—16,832-16,832-100%$1.4M———
Generations Wealth, LLC
N/A—16,728-16,728-100%$1.4M———
Capital Asset Managemnet, LLC
N/A—16,655-16,655-100%$1.4M———
Cambria Investment Management, L.P.
N/A—16,634-16,634-100%$1.4M———
Thompson David Blair
N/A—16,613-16,613-100%$1.4M———
Personal CFO Solutions, LLC
N/A—16,493-16,493-100%$1.4M———
Thayer Partners, LLC / MA
N/A—16,315-16,315-100%$1.4M———
Precision Wealth Strategies, LLC
N/A—16,315-16,315-100%$1.4M———
Florida Financial Advisors, LLC
N/A—16,306-16,306-100%$1.4M———
Private Capital Management, LLC
N/A—16,209-16,209-100%$1.4M———
Horizon Investment Services, LLC
N/A—16,186-16,186-100%$1.4M———
Sentinel Wealth Management, Inc.
N/A—16,134-16,134-100%$1.4M———
SageGuard Financial Group, LLC
N/A—16,117-16,117-100%$1.4M———
Alteri Wealth LLC
N/A—15,991-15,991-100%$1.4M———
Fortis Capital Advisors, LLC
N/A—15,962-15,962-100%$1.4M———
Security National Bank of Sioux City Iowa
N/A—15,799-15,799-100%$1.4M———
Gilbert & Cook, Inc.
N/A—15,781-15,781-100%$1.4M———
Formulate Financial LLC
N/A—15,774-15,774-100%$1.4M———
Tandem Financial, LLC
N/A—15,630-15,630-100%$1.3M———
Providence Capital Advisors, LLC
N/A—15,541-15,541-100%$1.3M———
Guardian Wealth Advisors, LLC / NC
N/A—15,352-15,352-100%$1.3M———
Jennison Associates LLC
N/A—15,296-15,296-100%$1.3M———
Wealthquest Corp
N/A—15,294-15,294-100%$1.3M———
Seneschal Advisors, LLC
N/A—15,230-15,230-100%$1.3M———
Webster Bank, N. A.
N/A—15,204-15,204-100%$1.3M———
Farmers National Bank
N/A—15,189-15,189-100%$1.3M———
Marex Group Ltd
N/A—15,097-15,097-100%$1.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—15,030-15,030-100%$1.3M———
Johnson Financial Group, Inc.
N/A—15,020-15,020-100%$1.3M———
Alaska Wealth Advisors, LLC
N/A—14,760-14,760-100%$1.3M———
Sonoma Private Wealth LLC
N/A—14,748-14,748-100%$1.3M———
Twin City Private Wealth, LLC
N/A—14,736-14,736-100%$1.3M———
Fielder Capital Group LLC
N/A—14,683-14,683-100%$1.3M———
Conservest Capital Advisors, Inc.
N/A—14,634-14,634-100%$1.3M———
Rather & Kittrell, Inc.
N/A—14,628-14,628-100%$1.3M———
GWN Securities Inc.
N/A—14,553-14,553-100%$1.3M———
Advyzon Investment Management, LLC
N/A—14,484-14,484-100%$1.2M———
Holderness Investments Co
N/A—14,447-14,447-100%$1.2M———
Caldwell Sutter Capital, Inc.
N/A—14,435-14,435-100%$1.2M———
Bridgewealth Advisory Group, LLC
N/A—14,241-14,241-100%$1.2M———
National Bank of Canada
N/A—14,082-14,082-100%$1.2M———
Sequent Planning LLC
N/A—13,956-13,956-100%$1.2M———
J Hagan Capital, Inc.
N/A—13,781-13,781-100%$1.2M———
Alley Investment Management Company, LLC
N/A—13,705-13,705-100%$1.2M———
Tocqueville Asset Management L.P.
N/A—13,688-13,688-100%$1.2M———
Roundview Capital LLC
N/A—13,572-13,572-100%$1.2M———
Wealth Advisors of Iowa, LLC
N/A—13,521-13,521-100%$1.2M———
Rasp Wealth Solutions, LLC
N/A—13,502-13,502-100%$1.2M———
Camelot Portfolios, LLC
N/A—13,413-13,413-100%$1.2M———
Kensington Investment Counsel, LLC
N/A—13,240-13,240-100%$1.1M———
Black Swift Group, LLC
N/A—13,200-13,200-100%$1.1M———
McLean Asset Management Corp
N/A—13,138-13,138-100%$1.1M———
Viawealth, LLC
N/A—13,099-13,099-100%$1.1M———
Glassman Wealth Services
N/A—13,045-13,045-100%$1.1M———
Capital Advisors Inc
N/A—12,969-12,969-100%$1.1M———
Hill Investment Group Partners, LLC
N/A—12,900-12,900-100%$1.1M———
Retirement Capital Strategies
N/A—12,874-12,874-100%$1.1M———
WNY Asset Management, LLC
N/A—12,815-12,815-100%$1.1M———
Price T Rowe Associates Inc
N/A—12,750-12,750-100%$1.1M———
Hilltop Wealth Advisors, LLC
N/A—12,725-12,725-100%$1.1M———
Empirical Asset Management, LLC
N/A—12,591-12,591-100%$1.1M———
Group One Trading LLC
N/A—12,521-12,521-100%$1.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—12,464-12,464-100%$1.1M———
Pettyjohn, Wood & White, Inc
N/A—12,456-12,456-100%$1.1M———
Zacks Investment Management
N/A—12,451-12,451-100%$1.1M———
Austin Wealth Management, LLC
N/A—12,409-12,409-100%$1.1M———
Kapstone Financial Advisors LLC
N/A—12,390-12,390-100%$1.1M———
Shared Vision Wealth Group LLC
N/A—12,331-12,331-100%$1.1M———
Elite Financial, Inc.
N/A—12,297-12,297-100%$1.1M———
Aimz Investment Advisors, LLC
N/A—12,251-12,251-100%$1.1M———
Channel Wealth LLC
N/A—12,234-12,234-100%$1.1M———
Clarity Financial LLC
N/A—12,144-12,144-100%$1.0M———
One Wealth Advisors, LLC
N/A—12,108-12,108-100%$1.0M———
Proffitt & Goodson Inc
N/A—12,096-12,096-100%$1.0M———
Meridian Wealth Advisors, LLC
N/A—12,096-12,096-100%$1.0M———
Pacific SUN Financial Corp
N/A—12,090-12,090-100%$1.0M———
Galaxy Digital Inc.
N/A—12,036-12,036-100%$1.0M———
Prosperity Bancshares Inc
N/A—11,968-11,968-100%$1.0M———
Traction Financial Partners, LLC
N/A—11,904-11,904-100%$1.0M———
Circle Wealth Management, LLC
N/A—11,712-11,712-100%$1.0M———
Fiduciary Group, LLC
N/A—11,667-11,667-100%$1.0M———
Inspire Advisors, LLC
N/A—11,314-11,314-100%$974.6K———
Oversea-Chinese Banking Corp Ltd
N/A—11,226-11,226-100%$967.0K———
Atlantic Private Wealth, LLC
N/A—11,185-11,185-100%$963.5K———
Spinnaker Trust
N/A—11,142-11,142-100%$959.8K———
Legacy Wealth Managment, LLC
N/A—11,133-11,133-100%$959.0K———
Elgethun Capital Management
N/A—11,118-11,118-100%$957.7K———
Bradley Foster & Sargent Inc
N/A—10,980-10,980-100%$945.8K———
Everstar Asset Management, LLC
N/A—10,964-10,964-100%$944.4K———
W1m Asset Management Ltd
N/A—10,813-10,813-100%$932.2K———
Cornerstone Advisors Asset Management, LLC
N/A—10,792-10,792-100%$929.6K———
Denver Wealth Management, Inc.
N/A—10,783-10,783-100%$928.9K———
Arrowroot Family Office, LLC
N/A—10,649-10,649-100%$917.3K———
Boyd Watterson Asset Management LLC
N/A—10,614-10,614-100%$914.3K———
BankPlus Trust Department
N/A—10,608-10,608-100%$913.8K———
Wellington Management Group LLP
N/A—10,575-10,575-100%$910.9K———
First National Advisers, LLC
N/A—10,542-10,542-100%$908.1K———
King Wealth Management Group
N/A—10,492-10,492-100%$904.0K———
Ellevest, Inc.
N/A—10,410-10,410-100%$954.6K———
BNP Paribas Financial Markets
N/A—10,391-10,391-100%$895.1K———
Schnieders Capital Management, Llc.
N/A—10,371-10,371-100%$893.4K———
Valued Retirements, Inc.
N/A—10,366-10,366-100%$892.9K———
Indie Asset Partners, LLC
N/A—10,277-10,277-100%$885.3K———
Sfmg, LLC
N/A—10,201-10,201-100%$878.7K———
X-Square Capital, LLC
N/A—10,136-10,136-100%$873.0K———
Amara Financial, Llc.
N/A—10,042-10,042-100%$865.0K———
Timmons Wealth Management, LLC
N/A—10,009-10,009-100%$862.2K———
Rodgers Brothers Inc.
N/A—9,982-9,982-100%$859.8K———
FSA Advisors, Inc.
N/A—9,943-9,943-100%$856.5K———
Burling Wealth Partners, LLC
N/A—9,896-9,896-100%$852.4K———
German American Bancorp, Inc.
N/A—9,888-9,888-100%$851.8K———
Strathmore Capital Advisors, Inc.
N/A—9,822-9,822-100%$846.0K———
AF Advisors, Inc.
N/A—9,810-9,810-100%$845.0K———
SVB Wealth LLC
N/A—9,796-9,796-100%$843.9K———
Vantage Point Financial LLC
N/A—9,716-9,716-100%$836.9K———
Colonial Trust Advisors
N/A—9,672-9,672-100%$833.1K———
Northstar Advisory Group, LLC
N/A—9,648-9,648-100%$831.0K———
CFO4Life Group, LLC
N/A—9,634-9,634-100%$829.9K———
Cannell & Spears LLC
N/A—9,618-9,618-100%$828.5K———
Alpine Woods Capital Investors, LLC
N/A—9,600-9,600-100%$826.9K———
Boston Family Office LLC
N/A—9,595-9,595-100%$827.0K———
Orcam Financial Group
N/A—9,514-9,514-100%$819.5K———
Tudor Investment Corp ET AL
N/A—9,507-9,507-100%$818.9K———
Rialto Wealth Management, LLC
N/A—9,504-9,504-100%$818.7K———
Potomac Fund Management Inc
N/A—9,498-9,498-100%$818.1K———
Integrity Financial Corp
N/A—9,348-9,348-100%$805.2K———
Richard W. Paul & Associates, LLC
N/A—9,321-9,321-100%$802.9K———
Per Stirling Capital Management, Llc.
N/A—9,310-9,310-100%$801.9K———
Hobbs Group Advisors, LLC
N/A—9,302-9,302-100%$801.2K———
Natural Investments, LLC
N/A—9,255-9,255-100%$797.0K———
Nelson Capital Management, LLC
N/A—9,198-9,198-100%$792.3K———
Cvfg LLC
N/A—9,153-9,153-100%$788.4K———
Dunhill Financial, LLC
N/A—9,147-9,147-100%$787.9K———
Blue Chip Partners, LLC
N/A—9,143-9,143-100%$787.6K———
Gambit Capital Management, LLC
N/A—9,138-9,138-100%$787.1K———
FAS Wealth Partners, Inc.
N/A—9,030-9,030-100%$777.8K———
Clarion Wealth Managment Partners, LLC
N/A—9,000-9,000-100%$775.3K———
Hantz Financial Services, Inc.
N/A—8,994-8,994-100%$775.0K———
Sovereign Investment Advisors, LLC
N/A—8,880-8,880-100%$764.9K———
Vance Wealth, LLC
N/A—8,876-8,876-100%$764.6K———
USA Financial Formulas
N/A—8,837-8,837-100%$761.2K———
Ballast Advisors LLC
N/A—8,819-8,819-100%$759.7K———
Advocacy Wealth Management, LLC
N/A—8,777-8,777-100%$756.1K———
Dearborn Partners LLC
N/A—8,766-8,766-100%$755.1K———
Osprey Private Wealth LLC
N/A—8,764-8,764-100%$754.9K———
Rowlandmiller & Partners.adv
N/A—8,754-8,754-100%$754.1K———
Wellington Grp LLC
N/A—8,729-8,729-100%$751.9K———
Heritage Trust Co
N/A—8,679-8,679-100%$747.6K———
Forefront Wealth Partners, LLC
N/A—8,592-8,592-100%$740.2K———
Cura Wealth Advisors, LLC
N/A—8,502-8,502-100%$732.4K———
Crewe Advisors LLC
N/A—8,480-8,480-100%$730.5K———
CCG Wealth Management, LLC
N/A—8,479-8,479-100%$730.4K———
Berkeley Capital Partners, LLC
N/A—8,462-8,462-100%$729.0K———
Plum Street Advisors, LLC
N/A—8,451-8,451-100%$728.0K———
NorthCoast Asset Management LLC
N/A—8,344-8,344-100%$718.8K———
Peregrine Asset Advisers, Inc.
N/A—8,306-8,306-100%$715.5K———
Citadel Advisors LLC
N/A—8,272-8,272-100%$712.6K———
Empire Financial Management Company, LLC
N/A—8,236-8,236-100%$709.4K———
Rothschild Wealth LLC
N/A—8,177-8,177-100%$704.4K———
Fortis Capital Management LLC
N/A—8,078-8,078-100%$695.8K———
Hershey Financial Advisers, LLC
N/A—8,042-8,042-100%$692.7K———
Thomasville National Bank
N/A—8,016-8,016-100%$690.5K———
Clear Street Group Inc.
N/A—7,923-7,923-100%$682.5K———
Colter Lewis Investment Partners LLC
N/A—7,920-7,920-100%$682.2K———
Alaethes Wealth, LLC
N/A—7,871-7,871-100%$678.0K———
Community Bank, N.A.
N/A—7,868-7,868-100%$677.7K———
Navalign, LLC
N/A—7,826-7,826-100%$674.2K———
Octavia Wealth Advisors, LLC
N/A—7,787-7,787-100%$670.7K———
Stock Yards Bank & Trust Co
N/A—7,782-7,782-100%$670.3K———
Pointe Capital Management LLC
N/A—7,770-7,770-100%$669.3K———
Daviman Financial, LLC
N/A—7,700-7,700-100%$663.3K———
Atomic Invest LLC
N/A—7,638-7,638-100%$648.0K———
Cascade Financial Partners, LLC
N/A—7,600-7,600-100%$654.7K———
Cladis Investment Advisory, LLC
N/A—7,590-7,590-100%$653.8K———
Goepper Burkhardt LLC
N/A—7,578-7,578-100%$652.8K———
Redwood Investment Management, LLC
N/A—7,555-7,555-100%$651.0K———
Mason & Associates Inc
N/A—7,488-7,488-100%$645.0K———
Jane Street Group, LLC
N/A—7,447-7,447-100%$641.5K———
Monetary Management Group Inc
N/A—7,362-7,362-100%$634.2K———
Kropog Financial Group, LLC
N/A—7,340-7,340-100%$632.3K———
truNorth Financial Services, Inc.
N/A—7,255-7,255-100%$624.9K———
Goldstone Financial Group, LLC
N/A—7,228-7,228-100%$622.6K———
Everest Private Wealth
N/A—7,219-7,219-100%$621.9K———
FWL Investment Management, LLC
N/A—7,200-7,200-100%$620.2K———
Chase Investment Counsel Corp
N/A—7,200-7,200-100%$620.0K———
Financial Gravity Companies, Inc.
N/A—7,182-7,182-100%$618.7K———
Sanchez Levi Garrett
N/A—7,154-7,154-100%$616.3K———
Mosaic Financial Group, LLC
N/A—7,134-7,134-100%$615.0K———
Wrapmanager Inc
N/A—7,132-7,132-100%$614.4K———
Scotia Capital Inc.
N/A—7,060-7,060-100%$608.1K———
Balanced Rock Investment Advisors LLC
N/A—7,049-7,049-100%$607.2K———
Freedom Investment Management, Inc.
N/A—7,047-7,047-100%$607.0K———
Red Door Wealth Management, LLC
N/A—6,908-6,908-100%$595.1K———
Astoria Portfolio Advisors Llc.
N/A—6,876-6,876-100%$592.3K———
Portland Global Advisors LLC
N/A—6,846-6,846-100%$589.7K———
Lbmc Investment Advisors, LLC
N/A—6,821-6,821-100%$587.6K———
Invst, LLC
N/A—6,797-6,797-100%$585.5K———
BSW Wealth Partners
N/A—6,772-6,772-100%$583.4K———
Alpha Zero LLC
N/A—6,749-6,749-100%$584.2K———
Widmann Financial Services, Inc.
N/A—6,738-6,738-100%$580.4K———
Spirepoint Private Client, LLC
N/A—6,692-6,692-100%$576.4K———
Payne Capital LLC
N/A—6,648-6,648-100%$572.7K———
Sargent Investment Group, LLC
N/A—6,607-6,607-100%$569.1K———
Topsail Wealth Management, LLC
N/A—6,582-6,582-100%$567.0K———
PW Advisors, LLC \ FL
N/A—6,580-6,580-100%$566.8K———
Prudent Investors Network, Inc.
N/A—6,552-6,552-100%$564.4K———
Laffer Tengler Investments, Inc.
N/A—6,540-6,540-100%$563.4K———
Hamilton Wealth, LLC
N/A—6,516-6,516-100%$561.3K———
Slagle Financial, LLC
N/A—6,483-6,483-100%$558.5K———
Apriem Advisors
N/A—6,354-6,354-100%$547.3K———
Allred Capital Management, LLC
N/A—6,339-6,339-100%$544.5K———
Continental Investors Services, Inc.
N/A—6,339-6,339-100%$562.5K———
First Foundation Advisors
N/A—6,282-6,282-100%$541.1K———
Resolute Wealth Strategies, LLC
N/A—6,258-6,258-100%$539.1K———
Fairfield, Bush & Co.
N/A—6,250-6,250-100%$538.4K———
Petra Financial Advisors Inc
N/A—6,230-6,230-100%$536.7K———
Westfuller Advisors, LLC
N/A—6,203-6,203-100%$534.3K———
Roble, Belko & Company, Inc
N/A—6,126-6,126-100%$528.0K———
Vawter Financial, Ltd.
N/A—6,123-6,123-100%$527.4K———
Samara Investment Management, LLC
N/A—6,050-6,050-100%$521.1K———
Napier Financial, LLC
N/A—6,046-6,046-100%$520.8K———
Pinnacle Family Advisors, LLC
N/A—6,030-6,030-100%$519.4K———
FourThought Financial Partners, LLC
N/A—6,018-6,018-100%$518.4K———
Warther Private Wealth, LLC
N/A—6,000-6,000-100%$516.8K———
McLaughlin Asset Management, Inc.
N/A—5,958-5,958-100%$513.2K———
Minot DeBlois Advisors LLC
N/A—5,958-5,958-100%$513.2K———
Cape COD Five Cents Savings Bank
N/A—5,940-5,940-100%$511.7K———
MOR Wealth Management, LLC
N/A—5,922-5,922-100%$510.1K———
XTX Topco Ltd
N/A—5,857-5,857-100%$504.5K———
Marshall Investment Management, LLC
N/A—5,856-5,856-100%$504.4K———
Boreal Capital Management LLC
N/A—5,796-5,796-100%$499.3K———
Schiavi & Co LLC
N/A—5,778-5,778-100%$497.7K———
Federation des caisses Desjardins du Quebec
N/A—5,760-5,760-100%$496.5K———
WealthTrust Axiom LLC
N/A—5,748-5,748-100%$495.2K———
Chesapeake Wealth Management
N/A—5,737-5,737-100%$494.2K———
Cogent Private Wealth, Inc.
N/A—5,724-5,724-100%$493.1K———
Moment Partners, LLC
N/A—5,700-5,700-100%$491.0K———
Collaborative Wealth Managment Inc.
N/A—5,694-5,694-100%$490.5K———
Pursuit Wealth Strategies, LLC
N/A—5,656-5,656-100%$487.2K———
Nalls Sherbakoff Group, LLC
N/A—5,634-5,634-100%$485.3K———
Financial Life Planners
N/A—5,622-5,622-100%$484.3K———
Theory Financial LLC
N/A—5,613-5,613-100%$483.5K———
Bouchey Financial Group, Ltd.
N/A—5,556-5,556-100%$478.6K———
Retirement Income Solutions, Inc
N/A—5,521-5,521-100%$2.4M———
Heritage Wealth Advisors
N/A—5,490-5,490-100%$472.9K———
Westshore Wealth, LLC
N/A—5,475-5,475-100%$471.6K———
Shepherd Kaplan Krochuk, LLC
N/A—5,453-5,453-100%$469.8K———
Meridian Wealth Partners, LLC
N/A—5,436-5,436-100%$468.3K———
HM Payson & Co
N/A—5,363-5,363-100%$462.0K———
Coston, McIsaac & Partners
N/A—5,307-5,307-100%$457.0K———
Fortress Private Ledger, LLC
N/A—5,283-5,283-100%$455.1K———
Carr Financial Group Corp
N/A—5,238-5,238-100%$451.2K———
Edgestream Partners, L.P.
N/A—5,200-5,200-100%$447.9K———
JHP Wealth Management, LLC
N/A—5,195-5,195-100%$447.5K———
Oxinas Partners, LLC
N/A—5,162-5,162-100%$444.7K———
Liberty Square Wealth Partners LLC
N/A—5,142-5,142-100%$442.9K———
Naviter Wealth, LLC
N/A—5,103-5,103-100%$439.6K———
Cheviot Value Management, LLC
N/A—5,082-5,082-100%$437.8K———
Cornerstone Financial Management LLC
N/A—5,040-5,040-100%$434.1K———
Liberty Wealth Management LLC
N/A—5,020-5,020-100%$2.2M———
Torrey-Payne Wealth Management, LLC
N/A—4,980-4,980-100%$429.0K———
Concorde Asset Management, LLC
N/A—4,969-4,969-100%$428.0K———
Van Hulzen Asset Management, LLC
N/A—4,960-4,960-100%$427.3K———
Clare Market Investments LLC
N/A—4,959-4,959-100%$427.2K———
Osbon Capital Management LLC
N/A—4,927-4,927-100%$424.4K———
Fairview Capital Investment Management, LLC
N/A—4,866-4,866-100%$419.2K———
Bellevue Asset Management, LLC
N/A—4,863-4,863-100%$418.9K———
Ducere Wealth Management LLC
N/A—4,860-4,860-100%$418.6K———
TRB Wealth Management, LLC
N/A—4,842-4,842-100%$417.1K———
Trivium Point Advisory, LLC
N/A—4,832-4,832-100%$416.2K———
Emissary Wealth LLC
N/A—4,818-4,818-100%$415.0K———
Cedarwood Wealth LLC
N/A—4,813-4,813-100%$414.6K———
Bristlecone Value Partners, LLC
N/A—4,812-4,812-100%$414.5K———
PCG Wealth Advisors, LLC
N/A—4,799-4,799-100%$413.4K———
Safeguard Investment Advisory Group, LLC
N/A—4,779-4,779-100%$411.7K———
Ameriflex Group, Inc.
N/A—4,744-4,744-100%$408.7K———
Howe & Rusling Inc
N/A—4,739-4,739-100%$408.2K———
Sharp Wealth Advisory, LLC
N/A—4,692-4,692-100%$404.2K———
Caitlin John, LLC
N/A—4,689-4,689-100%$403.9K———
TFR Capital, Llc.
N/A—4,670-4,670-100%$402.3K———
Trevian Wealth Management LLC
N/A—4,524-4,524-100%$389.7K———
United Bank
N/A—4,518-4,518-100%$389.2K———
Barclays PLC
N/A—4,512-4,512-100%$388.7K———
Permanent Capital Management, LP
N/A—4,466-4,466-100%$384.7K———
Palisades Hudson Asset Management, L.P.
N/A—4,464-4,464-100%$385.0K———
Croban
N/A—4,458-4,458-100%$384.0K———
Sagewood Asset Management LP
N/A—4,440-4,440-100%$382.5K———
Adapt Wealth Advisors, LLC
N/A—4,429-4,429-100%$381.5K———
Jacobson & Schmitt Advisors, LLC
N/A—4,422-4,422-100%$380.9K———
1ST Source Bank
N/A—4,381-4,381-100%$377.4K———
Financial Freedom, LLC
N/A—4,375-4,375-100%$376.8K———
LGL Partners, LLC
N/A—4,371-4,371-100%$376.5K———
Keating Financial Advisory Services, Inc.
N/A—4,362-4,362-100%$375.7K———
Silver OAK Wealth Advisors Services, LLC
N/A—4,356-4,356-100%$375.2K———
JPL Wealth Management, LLC
N/A—4,326-4,326-100%$372.6K———
Parker Investment Management, LLC
N/A—4,320-4,320-100%$372.1K———
Chatterton & Associates Inc.
N/A—4,290-4,290-100%$373.1K———
Copia Wealth Management
N/A—4,277-4,277-100%$368.4K———
Bank of the Bluegrass & Trust Co.
N/A—4,239-4,239-100%$382.0K———
Alpha Financial Advisors, LLC
N/A—4,183-4,183-100%$360.3K———
Ironwood Investment Counsel, LLC
N/A—4,178-4,178-100%$359.9K———
Aspiring Ventures, LLC
N/A—4,158-4,158-100%$358.2K———
Select Asset Management & Trust
N/A—4,140-4,140-100%$357.0K———
Massachusetts Financial Services Co
N/A—4,132-4,132-100%$355.9K———
Mairs & Power Inc
N/A—4,128-4,128-100%$355.6K———
DV Trading LLC
N/A—4,120-4,120-100%$354.9K———
Jackson Thornton Wealth Management, LLC
N/A—4,104-4,104-100%$353.5K———
Tower Bridge Advisors
N/A—4,056-4,056-100%$349.4K———
Oak Wealth Advisors LLC
N/A—4,032-4,032-100%$347.3K———
Warburton Capital Management, LLC
N/A—4,031-4,031-100%$347.0K———
Evernest Financial Advisors, LLC
N/A—4,022-4,022-100%$346.4K———
Christine Messmer PC
N/A—4,021-4,021-100%$346.4K———
Titan Global Capital Management USA LLC
N/A—4,015-4,015-100%$345.8K———
Melfa Wealth Management, Inc.
N/A—4,014-4,014-100%$345.8K———
Legacy Financial Advisors, Inc.
N/A—3,983-3,983-100%$343.1K———
L & S Advisors Inc
N/A—3,970-3,970-100%$341.9K———
American Financial Advisors, LLC
N/A—3,967-3,967-100%$341.7K———
East Coast Asset Management, Llc.
N/A—3,954-3,954-100%$340.6K———
KMT Wealth Management, LLC
N/A—3,942-3,942-100%$339.6K———
Millstone Evans Group, LLC
N/A—3,924-3,924-100%$338.0K———
Atlas Capital Advisors Inc.
N/A—3,911-3,911-100%$336.9K———
Ranch Capital Advisors Inc.
N/A—3,901-3,901-100%$336.0K———
Beaird Harris Wealth Management, LLC
N/A—3,900-3,900-100%$335.9K———
FLC Capital Advisors
N/A—3,882-3,882-100%$334.4K———
New Insight Wealth Advisors
N/A—3,877-3,877-100%$334.0K———
Tyche Wealth Partners LLC
N/A—3,871-3,871-100%$333.4K———
Resurgent Financial Advisors LLC
N/A—3,834-3,834-100%$330.3K———
Fortune Financial Advisors, LLC
N/A—3,832-3,832-100%$330.1K———
Paces Ferry Wealth Advisors, LLC
N/A—3,816-3,816-100%$328.7K———
FLP Wealth Management, LLC
N/A—3,804-3,804-100%$327.7K———
STG Securities, LLC
N/A—3,798-3,798-100%$327.2K———
Byrne Financial Freedom, LLC
N/A—3,783-3,783-100%$325.9K———
Ceeto Capital Group, LLC
N/A—3,768-3,768-100%$325.0K———
Cofg Advisors, LLC
N/A—3,766-3,766-100%$324.4K———
Walsh & Associates, LLC
N/A—3,763-3,763-100%$324.2K———
F/m Investments LLC
N/A—3,725-3,725-100%$320.9K———
Alesco Advisors, LLC, An ESL Co
N/A—3,720-3,720-100%$320.4K———
Capstone Financial Advisors, Inc.
N/A—3,715-3,715-100%$320.0K———
Brave Asset Management Inc
N/A—3,708-3,708-100%$319.4K———
Oxbow Advisors, LLC
N/A—3,696-3,696-100%$318.4K———
Koss-Olinger Consulting, LLC
N/A—3,694-3,694-100%$318.2K———
Stillwater Capital Advisors, LLC
N/A—3,682-3,682-100%$317.2K———
RPS Advisory Solutions LLC
N/A—3,664-3,664-100%$315.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,659-3,659-100%$315.2K———
Vigil Wealth Management, LLC
N/A—3,659-3,659-100%$315.2K———
Seneca House Advisors
N/A—3,647-3,647-100%$314.2K———
Professional Financial Solutions LLC
N/A—3,636-3,636-100%$313.2K———
Truvestments Capital LLC
N/A—3,610-3,610-100%$595.4K———
JDM Financial Group LLC
N/A—3,600-3,600-100%$310.1K———
Lumbard & Kellner, LLC
N/A—3,600-3,600-100%$310.1K———
Round Rock Advisors LLC
N/A—3,582-3,582-100%$308.6K———
Welch Financial Planning, LLC
N/A—3,554-3,554-100%$306.1K———
SlateStone Wealth, LLC
N/A—3,552-3,552-100%$306.0K———
Tradewinds, Llc.
N/A—3,548-3,548-100%$5.0M———
Harbour Investment Management LLC
N/A—3,540-3,540-100%$304.9K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,540-3,540-100%$304.9K———
Signet Private Wealth LLC
N/A—3,513-3,513-100%$302.6K———
TFO Wealth Partners, LLC
N/A—3,510-3,510-100%$302.4K———
Elevation Advisory Partners LLC
N/A—3,497-3,497-100%$298.4K———
Satovsky Asset Management LLC
N/A—3,492-3,492-100%$300.8K———
Arcadia Wealth Management, Inc.
N/A—3,480-3,480-100%$299.8K———
Wealthgarden F.S. LLC
N/A—3,442-3,442-100%$296.5K———
Nikulski Financial, Inc.
N/A—3,438-3,438-100%$296.1K———
Cannon Wealth Management Services, LLC
N/A—3,426-3,426-100%$295.1K———
Lakeridge Wealth Management LLC
N/A—3,412-3,412-100%$293.9K———
Northstar Financial Companies, Inc.
N/A—3,378-3,378-100%$291.0K———
Yarger Wealth Strategies, LLC
N/A—3,372-3,372-100%$294.7K———
Lutz Financial Services LLC
N/A—3,369-3,369-100%$290.2K———
Silver Oak Advisory Group, Inc.
N/A—3,349-3,349-100%$288.0K———
Arcus Capital Partners, LLC
N/A—3,348-3,348-100%$288.4K———
Fort Point Capital Partners LLC
N/A—3,342-3,342-100%$287.9K———
Ascent Advisors, LLC
N/A—3,332-3,332-100%$287.1K———
Millennium Management LLC
N/A—3,296-3,296-100%$283.9K———
Frisch Financial Group, Inc.
N/A—3,294-3,294-100%$283.7K———
Carson Advisory Inc.
N/A—3,292-3,292-100%$283.6K———
Kesler, Norman & Wride, LLC
N/A—3,284-3,284-100%$282.9K———
Two Sigma Securities, LLC
N/A—3,255-3,255-100%$280.4K———
Legacy Trust
N/A—3,252-3,252-100%$280.1K———
Atlas Wealth LLC
N/A—3,241-3,241-100%$279.2K———
PlanVest Financial, Inc
N/A—3,218-3,218-100%$277.2K———
MorganRosel Wealth Management, LLC
N/A—3,210-3,210-100%$276.5K———
Eaton-Cambridge Inc.
N/A—3,194-3,194-100%$275.1K———
Delta Investment Management, LLC
N/A—3,147-3,147-100%$271.1K———
Intellus Advisors LLC
N/A—3,111-3,111-100%$268.0K———
LM Advisors LLC
N/A—3,108-3,108-100%$268.0K———
Vantus Wealth LLC
N/A—3,067-3,067-100%$264.2K———
Waddell & Associates, LLC
N/A—3,037-3,037-100%$261.6K———
Accent Capital Management, LLC
N/A—3,000-3,000-100%$258.4K———
Jupiter Topco LLC
N/A—2,995-2,995-100%$258.0K———
Greenline Wealth Management LLC
N/A—2,994-2,994-100%$257.9K———
Drake & Associates, LLC
N/A—2,992-2,992-100%$257.7K———
City National Bank of Florida
N/A—2,988-2,988-100%$257.4K———
One Degree Advisors Inc
N/A—2,981-2,981-100%$256.0K———
Banque Transatlantique SA
N/A—2,970-2,970-100%$255.8K———
Passive Capital Management, Llc.
N/A—2,965-2,965-100%$1.4M———
Bluebird Wealth Management LLC
N/A—2,963-2,963-100%$255.3K———
Stonebridge Capital Advisors LLC
N/A—2,940-2,940-100%$253.3K———
O'rourke & Company, Inc
N/A—2,923-2,923-100%$251.8K———
Twin Peaks Wealth Advisors, LLC
N/A—2,916-2,916-100%$251.2K———
Astra Wealth Partners LLC
N/A—2,886-2,886-100%$248.6K———
Chancellor Financial Group WB LP
N/A—2,877-2,877-100%$247.8K———
American Capital Management Inc
N/A—2,860-2,860-100%$246.4K———
Kickstand Ventures, Llc.
N/A—2,860-2,860-100%$246.4K———
Garden State Investment Advisory Services LLC
N/A—2,848-2,848-100%$245.3K———
Stonebridge Financial Group, LLC
N/A—2,844-2,844-100%$244.0K———
Resolute Capital, LLC
N/A—2,800-2,800-100%$241.2K———
AssuredPartners Investment Advisors, LLC
N/A—2,798-2,798-100%$241.0K———
Reliant Investment Partners, LLC
N/A—2,782-2,782-100%$239.6K———
Delta Asset Management LLC
N/A—2,781-2,781-100%$239.6K———
Capstone Wealth Management, Inc.
N/A—2,775-2,775-100%$239.6K———
LeClair Wealth Partners LLC
N/A—2,738-2,738-100%$235.9K———
Bcgm Wealth Management, LLC
N/A—2,723-2,723-100%$234.5K———
Omnia Family Wealth, LLC
N/A—2,700-2,700-100%$232.6K———
Magnolia Private Wealth, LLC
N/A—2,688-2,688-100%$231.5K———
Trailhead Planners LLC
N/A—2,676-2,676-100%$230.5K———
Renaissance Technologies LLC
N/A—2,666-2,666-100%$229.6K———
Maimon Wealth Management Ltd.
N/A—2,658-2,658-100%$229.0K———
Evolve Private Wealth, LLC
N/A—2,642-2,642-100%$227.6K———
Affinity Wealth Management LLC
N/A—2,640-2,640-100%$227.4K———
Valley Financial Group, Inc.
N/A—2,615-2,615-100%$225.2K———
American Money Management, LLC
N/A—2,605-2,605-100%$224.4K———
Williamson Legacy Group, LLC
N/A—2,592-2,592-100%$223.3K———
Financial Strategies Group, Inc.
N/A—2,586-2,586-100%$222.7K———
Tribridge Partners Financial LLC
N/A—2,576-2,576-100%$214.8K———
Sachetta, LLC
N/A—2,575-2,575-100%$221.8K———
Quattro Advisors LLC
N/A—2,574-2,574-100%$221.7K———
Second Line Capital, LLC
N/A—2,571-2,571-100%$221.5K———
Ameritas Investment Partners, Inc.
N/A—2,562-2,562-100%$220.7K———
EQ LLC
N/A—2,539-2,539-100%$218.7K———
All Terrain Financial Advisors, LLC
N/A—2,516-2,516-100%$216.7K———
Allied Private Wealth LLC
N/A—2,454-2,454-100%$211.1K———
ForthRight Wealth Management, LLC
N/A—2,438-2,438-100%$210.0K———
J. M. Brown & Associates Inc.
N/A—2,430-2,430-100%$209.3K———
Annandale Capital, LLC
N/A—2,414-2,414-100%$208.0K———
Integrated Investment Consultants, LLC
N/A—2,411-2,411-100%$207.7K———
Constant Guidance Financial LLC
N/A—2,406-2,406-100%$207.3K———
McMillan Office, Inc.
N/A—2,400-2,400-100%$206.7K———
Barr E S & Co
N/A—2,400-2,400-100%$206.7K———
FCA Corp
N/A—2,382-2,382-100%$205.2K———
Consolidated Portfolio Review Corp
N/A—2,352-2,352-100%$202.6K———
Pine Ridge Advisers LLC
N/A—2,352-2,352-100%$202.6K———
Spectrum Investment Advisors, Inc.
N/A—2,340-2,340-100%$201.6K———
Iconiq Capital, LLC
N/A—2,326-2,326-100%$200.4K———
Osterweis Capital Management Inc
N/A—2,310-2,310-100%$199.0K———
C M Bidwell & Associates LTD
N/A—2,106-2,106-100%$181.4K———
Sittner & Nelson, LLC
N/A—2,064-2,064-100%$177.8K———
MidFirst Bank
N/A—2,058-2,058-100%$177.3K———
Paladin Advisory Group, LLC
N/A—2,034-2,034-100%$175.2K———
Manning & Napier Advisors LLC
N/A—1,992-1,992-100%$171.6K———
PIN OAK Investment Advisors Inc
N/A—1,818-1,818-100%$157.0K———
Merrithew & Thorsten Inc
N/A—1,809-1,809-100%$155.0K———
Fidelis Wealth Advisors LLC
N/A—1,802-1,802-100%$867.6K———
Corsicana & Co.
N/A—1,734-1,734-100%$149.4K———
Innovative Asset Advisors Group, LLC
N/A—1,723-1,723-100%$148.4K———
Allianz SE
N/A—1,710-1,710-100%$147.3K———
Harborfront Financial Group LLC
N/A—1,691-1,691-100%$145.7K———
Harris Associates L P
N/A—1,677-1,677-100%$144.5K———
Clearstead Trust, LLC
N/A—1,674-1,674-100%$144.2K———
Mark Sheptoff Financial Planning, LLC
N/A—1,640-1,640-100%$141.3K———
Bernard Wealth Management Corp.
N/A—1,621-1,621-100%$139.6K———
Ankerstar Wealth, LLC
N/A—1,512-1,512-100%$130.2K———
Silvant Capital Management LLC
N/A—1,502-1,502-100%$129.4K———
Frazier Financial Advisors, LLC
N/A—1,382-1,382-100%$119.0K———
Mcguire Capital Advisors Inc
N/A—1,319-1,319-100%$113.6K———
Kerr Financial Planning Corp
N/A—1,280-1,280-100%$110.3K———
Tidemark, LLC
N/A—1,251-1,251-100%$107.8K———
Oakmont Advisory Group, LLC
N/A—1,248-1,248-100%$107.5K———
Highland Investment Advisors LLC
N/A—1,248-1,248-100%$107.5K———
Purpose Unlimited Inc.
N/A—1,230-1,230-100%$106.0K———
Toews Corp
N/A—1,209-1,209-100%$104.1K———
GW&K Investment Management, LLC
N/A—1,200-1,200-100%$103.0K———
Luken Investment Analytics, LLC
N/A—1,200-1,200-100%$103.4K———
Investors Portfolio Services LLC
N/A—1,194-1,194-100%$102.9K———
Swan Capital LLC
N/A—1,110-1,110-100%$95.6K———
Cypress Capital Management LLC (WY)
N/A—1,080-1,080-100%$93.0K———
Morris Financial Concepts, Inc.
N/A—1,026-1,026-100%$88.4K———
Godfrey Financial Associates, Inc.
N/A—1,020-1,020-100%$87.9K———
Field & Main Bank
N/A—1,020-1,020-100%$87.9K———
Basepoint Wealth LLC
N/A—1,009-1,009-100%$86.9K———
Centennial Bank
N/A—978-978-100%$84.2K———
Rice Partnership, LLC
N/A—958-958-100%$82.5K———
Darwin Wealth Management, LLC
N/A—943-943-100%$81.2K———
Mpwm Advisory Solutions, LLC
N/A—907-907-100%$78.1K———
Orion Capital Management LLC
N/A—858-858-100%$73.9K———
Disciplina Capital Management LLC
N/A—840-840-100%$72.4K———
CoreFirst Bank & Trust
N/A—840-840-100%$72.4K———
Alerus Financial NA
N/A—774-774-100%$66.7K———
ARK Investment Management LLC
N/A—768-768-100%$66.2K———
Quantbot Technologies LP
N/A—735-735-100%$63.3K———
one8zero8, LLC
N/A—700-700-100%$60.3K———
Aventura Private Wealth, LLC
N/A—698-698-100%$60.1K———
Kastel Capital Advisors, LLC
N/A—682-682-100%$297.9K———
CNB Bank
N/A—657-657-100%$56.6K———
Delos Wealth Advisors, LLC
N/A—606-606-100%$52.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—588-588-100%$50.7K———
Cordant, Inc.
N/A—513-513-100%$44.2K———
Nova Wealth Management, Inc.
N/A—486-486-100%$41.9K———
Ramirez Asset Management, Inc.
N/A—480-480-100%$41.3K———
Cambient Family Office, LLC
N/A—476-476-100%$41.0K———
Toronto Dominion Bank
N/A—397-397-100%$34.2K———
Riverview Trust Co
N/A—384-384-100%$33.1K———
Family Manage LLC
N/A—360-360-100%$31.0K———
HighMark Wealth Management LLC
N/A—328-328-100%$28.3K———
Ross\johnson & Associates LLC
N/A—218-218-100%$18.7K———
Kilter Group LLC
N/A—216-216-100%$18.6K———
RED Reef Advisors LLC
N/A—186-186-100%$16.0K———
Wellington-Altus USA Inc.
N/A—175-175-100%$76.4K———
Chesapeake Asset Management LLC
N/A—150-150-100%$12.9K———
1 North Wealth Services LLC
N/A—150-150-100%$12.9K———
VAN DEN Berg Management I, Inc
N/A—132-132-100%$11.4K———
Greykasell Wealth Strategies, Inc.
N/A—121-121-100%$10.4K———
NWK Group, Inc.
N/A—102-102-100%$8.8K———
Steigerwald, Gordon & Koch Inc.
N/A—102-102-100%$8.8K———
Front Row Advisors LLC
N/A—102-102-100%$9.0K———
Wallace Hart LLC
N/A—78-78-100%$6.7K———
Strategic Wealth Advisors LLC
N/A—72-72-100%$35———
Dogwood Wealth Management LLC
N/A—66-66-100%$5.7K———
Anchor Bay Capital, Inc.
N/A—66-66-100%$5.9K———
Lowe Brockenbrough & Co Inc
N/A—60-60-100%$5.2K———
Benson Wealth Management Inc
N/A—48-48-100%$4.1K———
Luminist Capital LLC
N/A—18-18-100%$10.7K———
Showing 3007 of 3007 institutions