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Vanguard Value ETF (VTV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares11,765,976 from 11,459,495
Change+306,481 (+3%)
Value$2.5B (+$45.0M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares5,665,587 from 5,687,753
Change-22,166 (0%)
Value$1.2B (-$15.3M)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares5,427,631 from 5,054,784
Change+372,847 (+7%)
Value$1.2B (+$71.2M)
Filed 2026-10-14
PNC Financial Services Group, Inc.
DECREASED
Shares4,146,387 from 4,180,724
Change-34,337 (-1%)
Value$896.0M (-$15.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares3,111,748 from 3,095,793
Change+15,955 (+1%)
Value$672.4M (-$2.3M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares3,016,488 from 3,193,415
Change-176,927 (-6%)
Value$651.8M (-$44.1M)
Filed 2026-11-04
Balentine LLC
INCREASED
Shares2,915,851 from 2,889,469
Change+26,382 (+1%)
Value$630.1M (+$355.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares2,636,056 from 2,722,879
Change-86,823 (-3%)
Value$569.6M (-$23.8M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares2,355,319 from 3,111,513
Change-756,194 (-24%)
Value$508.9M (-$169.2M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares2,271,474 from 2,333,072
Change-61,598 (-3%)
Value$490.8M (-$17.6M)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares2,199,010 from 2,228,830
Change-29,820 (-1%)
Value$475.2M (-$10.6M)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares1,936,925 from 1,717,827
Change+219,098 (+13%)
Value$418.5M (+$44.2M)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares1,887,087 from 1,830,633
Change+56,454 (+3%)
Value$407.8M (+$8.8M)
Filed 2026-10-28
Waldron Private Wealth LLC
INCREASED
Shares1,879,208 from 1,839,020
Change+40,188 (+2%)
Value$406.1M (+$5.3M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,875,803 from 1,993,299
Change-117,496 (-6%)
Value$405.3M (-$29.1M)
Filed 2026-10-21
Bell Bank
INCREASED
Shares1,606,434 from 1,588,925
Change+17,509 (+1%)
Value$347.1M (+$843.8K)
Filed 2026-10-21
Retirement Investment Advisors, Inc.
DECREASED
Shares1,406,231 from 1,422,244
Change-16,013 (-1%)
Value$303.9M (-$8.1M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,313,968 from 1,446,927
Change-132,959 (-9%)
Value$288.3M (-$28.5M)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares1,250,746 from 1,134,611
Change+116,135 (+10%)
Value$270.3M (+$23.0M)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares1,210,519 from 1,335,326
Change-124,807 (-9%)
Value$261.6M (-$21.7M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares1,135,574 from 1,030,956
Change+104,618 (+10%)
Value$245.4M (+$20.7M)
Filed 2026-11-02
Garde Capital, Inc.
INCREASED
Shares1,102,478 from 1,093,987
Change+8,491 (+1%)
Value$238.2M (-$189.3K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares1,067,113 from 1,019,302
Change+47,811 (+5%)
Value$230.6M (+$8.4M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,053,184 from 1,043,747
Change+9,437 (+1%)
Value$227.6K (-$227.2M)
Filed 2026-11-02
Stephens Group Asset Management, LLC
DECREASED
Shares969,840 from 981,676
Change-11,836 (-1%)
Value$209.6M (-$4.4M)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares964,758 from 686,893
Change+277,865 (+40%)
Value$208.5M (+$58.8M)
Filed 2026-10-08
Creative Planning
INCREASED
Shares954,961 from 935,349
Change+19,612 (+2%)
Value$206.3M (+$2.5M)
Filed 2026-11-02
Everhart Financial Group, Inc.
INCREASED
Shares922,916 from 896,315
Change+26,601 (+3%)
Value$199.4M (+$4.1M)
Filed 2026-10-08
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares909,566 from 909,566
Change0 (0%)
Value$196.5M (-$1.7M)
Filed 2026-10-26
RMG Wealth Management LLC
INCREASED
Shares864,666 from 850,915
Change+13,751 (+2%)
Value$195.3M (+$2.7M)
Filed 2026-10-26
Thrive Wealth Management, LLC
DECREASED
Shares854,529 from 869,143
Change-14,614 (-2%)
Value$184.6M (-$4.8M)
Filed 2026-10-13
71 West Capital Partners
DECREASED
Shares843,095 from 843,239
Change-144 (0%)
Value$182.2M (-$1.6M)
Filed 2026-11-04
Unison Advisors LLC
DECREASED
Shares809,212 from 810,094
Change-882 (0%)
Value$174.9M (-$1.7M)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares769,899 from 752,493
Change+17,406 (+2%)
Value$166.4M (+$2.4M)
Filed 2026-10-29
Simon Quick Advisors, LLC
INCREASED
Shares749,492 from 691,556
Change+57,936 (+8%)
Value$162.0M (+$11.2M)
Filed 2026-10-26
Vista Capital Partners, Inc.
DECREASED
Shares737,098 from 753,032
Change-15,934 (-2%)
Value$159.3M (-$4.8M)
Filed 2026-11-06
Focused Wealth Management, Inc
INCREASED
Shares736,988 from 719,710
Change+17,278 (+2%)
Value$159.2M (+$2.4M)
Filed 2026-10-30
Clearstead Advisors, LLC
INCREASED
Shares732,805 from 718,373
Change+14,432 (+2%)
Value$158.3M (+$1.8M)
Filed 2026-11-06
RMR Wealth Builders
INCREASED
Shares690,582 from 656,979
Change+33,603 (+5%)
Value$149.2M (+$6.0M)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED
Shares688,163 from 691,901
Change-3,738 (-1%)
Value$148.7M (-$2.1M)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares686,681 from 660,491
Change+26,190 (+4%)
Value$148.4M (+$4.4M)
Filed 2026-11-05
Brickley Wealth Management
INCREASED
Shares651,655 from 650,628
Change+1,027 (+0%)
Value$140.8M (-$981.9K)
Filed 2026-11-04
Foster Group, Inc.
INCREASED
Shares650,259 from 595,455
Change+54,804 (+9%)
Value$140.5M (+$10.7M)
Filed 2026-10-13
Mountain Capital Investment Advisors Inc.
INCREASED
Shares645,315 from 632,277
Change+13,038 (+2%)
Value$139.4M (+$1.6M)
Filed 2026-11-06
Accredited Investors Inc.
INCREASED
Shares642,742 from 583,998
Change+58,744 (+10%)
Value$138.9M (+$11.6M)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares639,727 from 661,224
Change-21,497 (-3%)
Value$138.2M (-$5.9M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares632,486 from 363,525
Change+268,961 (+74%)
Value$136.7K (-$79.1M)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares599,085 from 626,479
Change-27,394 (-4%)
Value$129.5M (-$7.1M)
Filed 2026-10-23
Pathway Financial Advisors LLC
INCREASED
Shares598,055 from 528,713
Change+69,342 (+13%)
Value$129.2M (+$13.3M)
Filed 2026-10-07
Clark Asset Management, LLC
INCREASED
Shares587,602 from 554,604
Change+32,998 (+6%)
Value$127.0M (+$6.1M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares567,363 from 483,371
Change+83,992 (+17%)
Value$122.6M (+$17.3M)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares533,994 from 540,755
Change-6,761 (-1%)
Value$115.4M (-$2.5M)
Filed 2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares530,516 from 522,479
Change+8,037 (+2%)
Value$114.6M (+$770.1K)
Filed 2026-10-16
Nadler Financial Group, Inc.
INCREASED
Shares520,825 from 519,516
Change+1,309 (+0%)
Value$112.5M (-$678.3K)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares519,831 from 513,451
Change+6,380 (+1%)
Value$112.3M (+$428.8K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares511,490 from 404,014
Change+107,476 (+27%)
Value$110.5M (+$22.5M)
Filed 2026-11-04
Cornerstone Management, Inc.
DECREASED
Shares459,800 from 495,026
Change-35,226 (-7%)
Value$99.4M (-$8.5M)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares459,220 from 432,511
Change+26,709 (+6%)
Value$99.2M (+$5.0M)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED
Shares456,907 from 463,300
Change-6,393 (-1%)
Value$98.7M (-$2.2M)
Filed 2026-10-20
Warwick Investment Management, Inc.
INCREASED
Shares450,003 from 415,845
Change+34,158 (+8%)
Value$97.2M (+$6.6M)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares448,248 from 420,404
Change+27,844 (+7%)
Value$96.9M (+$5.2M)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares438,630 from 318,233
Change+120,397 (+38%)
Value$95.6M (+$26.2M)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares428,293 from 443,005
Change-14,712 (-3%)
Value$92.5M (-$4.0M)
Filed 2026-11-04
Parkway Wealth Management Group, LLC
DECREASED
Shares426,684 from 434,082
Change-7,398 (-2%)
Value$92.2M (-$2.4M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares425,145 from 445,041
Change-19,896 (-4%)
Value$91.9M (-$5.1M)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares417,350 from 234,031
Change+183,319 (+78%)
Value$90.2M (+$39.2M)
Filed 2026-10-08
Trust Co of Tennessee
DECREASED
Shares409,437 from 416,745
Change-7,308 (-2%)
Value$88.5M (-$2.4M)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares407,572 from 407,990
Change-418 (0%)
Value$88.1M (-$845.0K)
Filed 2026-10-15
Presilium Private Wealth, LLC
DECREASED
Shares399,431 from 400,678
Change-1,247 (0%)
Value$86.3M (-$1.0M)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares398,629 from 396,548
Change+2,081 (+1%)
Value$86.1M (-$283.9K)
Filed 2026-10-09
Rodgers & Associates, LTD
DECREASED
Shares392,815 from 398,813
Change-5,998 (-1%)
Value$84.9M (-$2.0M)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED
Shares389,739 from 364,086
Change+25,653 (+7%)
Value$84.2M (+$4.9M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares387,146 from 371,288
Change+15,858 (+4%)
Value$83.7M (+$2.7M)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares377,745 from 376,246
Change+1,499 (+0%)
Value$81.6M (-$372.3K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares359,798 from 355,438
Change+4,360 (+1%)
Value$77.7M (+$284.5K)
Filed 2026-10-14
Japan Science & Technology Agency
UNCHANGED
Shares357,328 from 357,328
Change0 (0%)
Value$77.2M (-$661.1K)
Filed 2026-10-16
Condor Capital Management
INCREASED
Shares356,990 from 355,254
Change+1,736 (+0%)
Value$77.1M (-$282.1K)
Filed 2026-11-06
Oarsman Capital, Inc.
INCREASED
Shares352,186 from 345,705
Change+6,481 (+2%)
Value$76.1M (+$760.8K)
Filed 2026-11-05
Sage Financial Group Inc
DECREASED
Shares346,227 from 349,814
Change-3,587 (-1%)
Value$74.8M (-$1.4M)
Filed 2026-10-27
Gleason Group, Inc.
DECREASED
Shares343,408 from 347,598
Change-4,190 (-1%)
Value$74.2M (-$1.5M)
Filed 2026-10-15
Olio Financial Planning
INCREASED
Shares340,696 from 339,638
Change+1,058 (+0%)
Value$73.6M (-$399.7K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares340,585 from 345,106
Change-4,521 (-1%)
Value$73.6M (-$1.6M)
Filed 2026-10-23
UMB Bank, n.a.
DECREASED
Shares337,183 from 369,456
Change-32,273 (-9%)
Value$72.9M (-$7.7M)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares331,107 from 332,785
Change-1,678 (0%)
Value$71.5M (-$978.2K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares327,502 from 336,297
Change-8,795 (-3%)
Value$70.8M (-$2.5M)
Filed 2026-10-27
Trust Co
INCREASED
Shares323,416 from 314,768
Change+8,648 (+3%)
Value$69.9M (+$1.3M)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares318,979 from 296,209
Change+22,770 (+8%)
Value$68.9M (+$4.4M)
Filed 2026-10-14
Lpwm LLC
INCREASED
Shares315,275 from 314,012
Change+1,263 (+0%)
Value$68.1M (-$307.9K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED
Shares310,228 from 306,626
Change+3,602 (+1%)
Value$68.9M (+$1.9M)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares301,015 from 305,455
Change-4,440 (-1%)
Value$66.4M (-$628.1K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares299,509 from 282,188
Change+17,321 (+6%)
Value$64.7M (+$3.2M)
Filed 2026-10-28
Partners in Financial Planning
DECREASED
Shares296,994 from 299,573
Change-2,579 (-1%)
Value$64.2M (-$1.1M)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares284,326 from 273,505
Change+10,821 (+4%)
Value$61.4M (+$1.8M)
Filed 2026-10-14
Bishop & Co Investment Management, LLC
DECREASED
Shares280,096 from 281,643
Change-1,547 (-1%)
Value$60.5M (-$855.4K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares279,730 from 203,963
Change+75,767 (+37%)
Value$60.4M (+$16.0M)
Filed 2026-10-29
Sigma Investment Counselors Inc
INCREASED
Shares271,643 from 258,496
Change+13,147 (+5%)
Value$58.7M (+$2.4M)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED
Shares264,120 from 268,009
Change-3,889 (-1%)
Value$57.1M (-$1.3M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares263,452 from 245,269
Change+18,183 (+7%)
Value$56.9M (+$3.5M)
Filed 2026-11-05
Noble Family Wealth, LLC
INCREASED
Shares262,771 from 255,451
Change+7,320 (+3%)
Value$56.8M (+$1.1M)
Filed 2026-10-26
Shore Point Advisors, LLC
INCREASED
Shares259,258 from 256,817
Change+2,441 (+1%)
Value$30.3M (+$615.4K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares257,181 from 257,696
Change-515 (0%)
Value$55.6M (-$587.9K)
Filed 2026-10-28
Truefg, LLC
INCREASED
Shares252,544 from 251,166
Change+1,378 (+1%)
Value$54.6M (-$166.9K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares252,286 from 233,671
Change+18,615 (+8%)
Value$54.5M (+$3.6M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares252,083 from 237,757
Change+14,326 (+6%)
Value$55.0M (+$2.8M)
Filed 2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares251,274 from 246,833
Change+4,441 (+2%)
Value$54.3M (+$503.0K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
DECREASED
Shares248,060 from 263,720
Change-15,660 (-6%)
Value$53.6M (-$3.9M)
Filed 2026-10-22
Angeles Wealth Management, LLC
DECREASED
Shares247,790 from 248,948
Change-1,158 (0%)
Value$53.5M (-$710.7K)
Filed 2026-10-26
Crane Advisory, LLC
DECREASED
Shares241,940 from 247,476
Change-5,536 (-2%)
Value$52.7M (-$1.4M)
Filed 2026-10-13
Wealth Analytics Partners, LLC
INCREASED
Shares237,691 from 237,675
Change+16 (+0%)
Value$51.4M (-$595.6K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares230,611 from 178,281
Change+52,330 (+29%)
Value$49.8M (+$11.0M)
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED
Shares228,673 from 219,076
Change+9,597 (+4%)
Value$49.4M (+$1.7M)
Filed 2026-10-29
TL Private Wealth
INCREASED
Shares228,147 from 225,992
Change+2,155 (+1%)
Value$50.5M (+$897.5K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares222,323 from 243,137
Change-20,814 (-9%)
Value$48.0M (-$4.9M)
Filed 2026-10-26
Mainsail Asset Management, LLC
INCREASED
Shares220,936 from 219,224
Change+1,712 (+1%)
Value$48.4M (+$613.9K)
Filed 2026-10-14
HUB Investment Partners, LLC
DECREASED
Shares216,786 from 225,673
Change-8,887 (-4%)
Value$46.8M (-$2.3M)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares216,649 from 211,587
Change+5,062 (+2%)
Value$46.8M (+$704.9K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares216,309 from 216,309
Change0 (0%)
Value$46.7K (-$47.1M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares215,658 from 210,730
Change+4,928 (+2%)
Value$46.6M (+$675.0K)
Filed 2026-10-23
Legacies Wealth LLC
INCREASED
Shares213,269 from 212,071
Change+1,198 (+1%)
Value$46.1M (-$133.5K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares210,087 from 208,271
Change+1,816 (+1%)
Value$45.4M (+$7.2K)
Filed 2026-10-29
Wealth Alliance Advisory Group, LLC
INCREASED
Shares204,510 from 197,770
Change+6,740 (+3%)
Value$44.2M (+$1.1M)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares202,170 from 202,913
Change-743 (0%)
Value$43.7M (-$536.0K)
Filed 2026-10-13
Berman McAleer LLC
DECREASED
Shares202,110 from 204,256
Change-2,146 (-1%)
Value$43.7M (-$841.6K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
INCREASED
Shares197,362 from 185,201
Change+12,161 (+7%)
Value$42.6M (+$2.3M)
Filed 2026-10-26
Jacobsen Capital Management
INCREASED
Shares194,625 from 189,940
Change+4,685 (+2%)
Value$42.1M (+$660.8K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares193,784 from 192,157
Change+1,627 (+1%)
Value$41.9M (-$3.8K)
Filed 2026-10-23
Old Mission Investment Co LLC
INCREASED
Shares190,549 from 189,173
Change+1,376 (+1%)
Value$41.2M (-$52.6K)
Filed 2026-10-22
Regatta Capital Group, LLC
INCREASED
Shares189,851 from 184,611
Change+5,240 (+3%)
Value$41.0M (+$790.5K)
Filed 2026-10-23
Hiley Hunt Wealth Management
INCREASED
Shares187,263 from 182,583
Change+4,680 (+3%)
Value$40.5M (+$673.6K)
Filed 2026-10-08
TD Private Client Wealth LLC
DECREASED
Shares186,428 from 188,953
Change-2,525 (-1%)
Value$40.3M (-$895.0K)
Filed 2026-10-28
Cambridge Capital Management, LLC
INCREASED
Shares182,325 from 182,010
Change+315 (+0%)
Value$39.4M (-$268.5K)
Filed 2026-10-19
Diesslin Group, Inc.
DECREASED
Shares182,271 from 197,031
Change-14,760 (-7%)
Value$39.4M (-$3.6M)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares181,320 from 180,415
Change+905 (+1%)
Value$39.2M (-$138.2K)
Filed 2026-10-22
Financial Advisory Corp
INCREASED
Shares180,377 from 179,938
Change+439 (+0%)
Value$39.0M (-$238.0K)
Filed 2026-10-14
Bare Financial Services, Inc
DECREASED
Shares179,675 from 180,434
Change-759 (0%)
Value$38.8M (-$497.7K)
Filed 2026-11-04
Valley National Advisers Inc
INCREASED
Shares177,623 from 166,981
Change+10,642 (+6%)
Value$38.4M (+$2.0M)
Filed 2026-10-23
AAF Wealth Management, LLC
DECREASED
Shares174,997 from 175,562
Change-565 (0%)
Value$37.8M (-$446.8K)
Filed 2026-10-28
Arbor Wealth Advisors LLC
INCREASED
Shares172,441 from 171,136
Change+1,305 (+1%)
Value$37.3M (-$34.8K)
Filed 2026-10-09
Allen Wealth Management, LLC
INCREASED
Shares172,058 from 166,292
Change+5,766 (+3%)
Value$37.2M (+$938.1K)
Filed 2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares171,561 from 173,296
Change-1,735 (-1%)
Value$37.1M (-$695.7K)
Filed 2026-10-16
Warner Financial, Inc
INCREASED
Shares170,780 from 168,994
Change+1,786 (+1%)
Value$36.9M (+$73.2K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares169,602 from 164,751
Change+4,851 (+3%)
Value$36.6K (-$35.9M)
Filed 2026-10-26
Capital Wealth Management, LLC
INCREASED
Shares168,289 from 163,748
Change+4,541 (+3%)
Value$36.4M (+$678.4K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares167,842 from 166,114
Change+1,728 (+1%)
Value$36.3M (+$66.2K)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
DECREASED
Shares167,028 from 170,649
Change-3,621 (-2%)
Value$36.1M (-$1.1M)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares165,448 from 160,535
Change+4,913 (+3%)
Value$35.8M (+$764.6K)
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares165,029 from 161,587
Change+3,442 (+2%)
Value$35.6M (+$320.6K)
Filed 2026-11-04
Acorn Creek Capital LLC
DECREASED
Shares163,567 from 164,268
Change-701 (0%)
Value$35.3M (-$455.4K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares162,929 from 133,846
Change+29,083 (+22%)
Value$35.2M (+$6.0M)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares160,714 from 158,612
Change+2,102 (+1%)
Value$34.7M (+$160.8K)
Filed 2026-11-06
SWF LLC
NEW
Shares158,889
Change+158,889
Value$34.3M
Filed 2026-11-05
Fee-Only Financial Planning, L.C.
DECREASED
Shares155,669 from 160,709
Change-5,040 (-3%)
Value$33.6M (-$1.4M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares155,284 from 140,986
Change+14,298 (+10%)
Value$33.6M (+$2.8M)
Filed 2026-10-23
First Premier Bank
INCREASED
Shares154,654 from 148,500
Change+6,154 (+4%)
Value$33.4K (+$1.1K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares153,128 from 147,777
Change+5,351 (+4%)
Value$33.1M (+$882.9K)
Filed 2026-10-13
Newton One Investments LLC
DECREASED
Shares146,946 from 147,233
Change-287 (0%)
Value$31.8M (-$334.4K)
Filed 2026-10-14
Sageworth Trust Co
DECREASED
Shares145,570 from 150,070
Change-4,500 (-3%)
Value$31.5M (-$1.2M)
Filed 2026-10-30
Greenup Street Wealth Management LLC
INCREASED
Shares145,126 from 144,574
Change+552 (+0%)
Value$31.4M (-$148.2K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares144,562 from 144,407
Change+155 (+0%)
Value$31.2M (-$233.8K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED
Shares143,270 from 152,708
Change-9,438 (-6%)
Value$31.0M (-$2.3M)
Filed 2026-10-27
Wealth Architects, LLC
DECREASED
Shares143,053 from 144,223
Change-1,170 (-1%)
Value$30.9M (-$519.8K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares142,889 from 142,350
Change+539 (+0%)
Value$30.9M (-$146.8K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares142,371 from 141,554
Change+817 (+1%)
Value$30.8M (-$85.3K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares142,266 from 140,666
Change+1,600 (+1%)
Value$30.7M (+$90.0K)
Filed 2026-11-05
White Lighthouse Investment Management Inc.
INCREASED
Shares141,470 from 128,941
Change+12,529 (+10%)
Value$30.6M (+$2.5M)
Filed 2026-10-21
25 LLC
DECREASED
Shares140,547 from 141,177
Change-630 (0%)
Value$30.4M (-$397.4K)
Filed 2026-10-13
Veery Capital, LLC
INCREASED
Shares139,973 from 139,016
Change+957 (+1%)
Value$30.2M (-$50.4K)
Filed 2026-10-07
Reap Financial Group, LLC
INCREASED
Shares138,457 from 136,401
Change+2,056 (+2%)
Value$29.9M (+$192.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares135,461 from 134,317
Change+1,144 (+1%)
Value$30.9M (+$1.6M)
Filed 2026-11-04
Parker Financial LLC
INCREASED
Shares135,440 from 132,585
Change+2,855 (+2%)
Value$29.2M (+$287.4K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares134,974 from 134,689
Change+285 (+0%)
Value$29.2M (-$188.2K)
Filed 2026-10-23
Clayton Financial Group LLC
INCREASED
Shares132,982 from 131,275
Change+1,707 (+1%)
Value$28.7M (+$126.2K)
Filed 2026-10-13
Evolution Advisers, Inc.
DECREASED
Shares131,990 from 132,861
Change-871 (-1%)
Value$29.2M (+$234.3K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED
Shares131,330 from 142,237
Change-10,907 (-8%)
Value$28.4M (-$2.6M)
Filed 2026-10-09
Steele Capital Management, Inc.
INCREASED
Shares129,972 from 127,476
Change+2,496 (+2%)
Value$28.1M (+$303.5K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares129,831 from 124,577
Change+5,254 (+4%)
Value$29.2M (+$1.8M)
Filed 2026-10-27
E&R Wealth Management, LLC
INCREASED
Shares129,353 from 129,203
Change+150 (+0%)
Value$28.0M (-$206.6K)
Filed 2026-10-20
Rinkey Investments
INCREASED
Shares129,098 from 105,750
Change+23,348 (+22%)
Value$27.9M (+$4.8M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares128,777 from 119,503
Change+9,274 (+8%)
Value$27.8M (+$1.8M)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares128,531 from 130,364
Change-1,833 (-1%)
Value$27.8M (-$637.2K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares127,710 from 121,865
Change+5,845 (+5%)
Value$27.6M (+$1.0M)
Filed 2026-10-07
Staley Capital Advisers Inc
INCREASED
Shares126,932 from 121,677
Change+5,255 (+4%)
Value$27.4M (+$910.4K)
Filed 2026-11-06
New York Life Investment Management LLC
UNCHANGED
Shares126,879 from 126,879
Change0 (0%)
Value$27.4M (-$234.7K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares126,642 from 128,602
Change-1,960 (-2%)
Value$27.4M (-$661.4K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares125,729 from 114,814
Change+10,915 (+10%)
Value$27.2M (+$2.1M)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares125,492 from 121,337
Change+4,155 (+3%)
Value$27.1M (+$674.1K)
Filed 2026-10-29
Oak Root LLC
UNCHANGED
Shares125,436 from 125,436
Change0 (0%)
Value$27.1M (-$232.1K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares125,044 from 122,262
Change+2,782 (+2%)
Value$27.0M (+$375.0K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
INCREASED
Shares124,716 from 122,581
Change+2,135 (+2%)
Value$26.9M (+$234.6K)
Filed 2026-11-06
Studio Investment Management LLC
DECREASED
Shares123,767 from 154,262
Change-30,495 (-20%)
Value$26.7M (-$6.9M)
Filed 2026-10-22
Arcadia Wealth Management, LLC
DECREASED
Shares122,842 from 135,960
Change-13,118 (-10%)
Value$26.5M (-$3.1M)
Filed 2026-10-22
Mayfair Advisory Group, LLC
INCREASED
Shares121,983 from 115,972
Change+6,011 (+5%)
Value$26.4M (+$726.0K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares121,870 from 122,060
Change-190 (0%)
Value$26.3M (-$266.8K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares121,479 from 115,263
Change+6,216 (+5%)
Value$26.3M (+$1.1M)
Filed 2026-11-03
Greenbush Financial Group, LLC
DECREASED
Shares121,125 from 179,259
Change-58,134 (-32%)
Value$26.2M (-$12.9M)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares120,088 from 119,536
Change+552 (+0%)
Value$25.9M (-$102.0K)
Filed 2026-10-16
Rochester Wealth Strategies, LLC
INCREASED
Shares119,635 from 117,621
Change+2,014 (+2%)
Value$25.9M (+$217.6K)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED
Shares119,525 from 111,586
Change+7,939 (+7%)
Value$25.8M (+$1.5M)
Filed 2026-10-08
Associated Banc-Corp
INCREASED
Shares117,980 from 115,343
Change+2,637 (+2%)
Value$25.5M (+$356.4K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares117,856 from 115,022
Change+2,834 (+2%)
Value$25.5M (+$399.7K)
Filed 2026-10-16
Firestone Capital Management
INCREASED
Shares117,736 from 116,359
Change+1,377 (+1%)
Value$25.4M (+$82.2K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares117,098 from 27,821
Change+89,277 (+321%)
Value$25.3M (+$19.2M)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares116,706 from 92,789
Change+23,917 (+26%)
Value$25.2M (+$4.9M)
Filed 2026-10-13
Droms Strauss Advisors Inc
DECREASED
Shares114,781 from 118,667
Change-3,886 (-3%)
Value$24.8M (-$1.1M)
Filed 2026-11-03
Advantage Trust Co
INCREASED
Shares114,580 from 114,408
Change+172 (+0%)
Value$24.8M (-$174.5K)
Filed 2026-10-19
Compton Wealth Advisory Group, LLC
DECREASED
Shares114,298 from 115,854
Change-1,556 (-1%)
Value$24.8M (-$415.9K)
Filed 2026-10-13
Tenret Co LLC
NEW
Shares113,498
Change+113,498
Value$24.5M
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares113,475 from 107,862
Change+5,613 (+5%)
Value$24.5M (+$1.0M)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares113,122 from 119,947
Change-6,825 (-6%)
Value$24.5M (-$1.7M)
Filed 2026-10-30
Affiance Financial, LLC
INCREASED
Shares112,472 from 108,012
Change+4,460 (+4%)
Value$24.3M (+$763.9K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
INCREASED
Shares111,961 from 102,924
Change+9,037 (+9%)
Value$24.2M (+$1.8M)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
DECREASED
Shares111,205 from 112,929
Change-1,724 (-2%)
Value$24.0M (-$581.4K)
Filed 2026-10-05
Towerpoint Wealth, LLC
DECREASED
Shares110,505 from 144,190
Change-33,685 (-23%)
Value$23.9M (-$7.5M)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares110,274 from 110,697
Change-423 (0%)
Value$23.8M (-$296.3K)
Filed 2026-10-30
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares108,850 from 106,445
Change+2,405 (+2%)
Value$23.5M (+$2.6M)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares108,768 from 105,387
Change+3,381 (+3%)
Value$23.5M (+$535.6K)
Filed 2026-10-20
Nabity-Jensen Investment Management Inc
DECREASED
Shares108,401 from 109,239
Change-838 (-1%)
Value$23.4M (-$383.1K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED
Shares108,029 from 105,689
Change+2,340 (+2%)
Value$23.3M (+$310.1K)
Filed 2026-10-15
Valmark Advisers, Inc.
INCREASED
Shares106,494 from 95,418
Change+11,076 (+12%)
Value$23.0M (+$2.2M)
Filed 2026-11-06
Compass Planning Associates Inc
INCREASED
Shares105,301 from 103,099
Change+2,202 (+2%)
Value$22.8M (+$285.1K)
Filed 2026-10-13
DeLarme Wealth Management, Inc.
INCREASED
Shares104,930 from 104,526
Change+404 (+0%)
Value$22.7M (-$106.1K)
Filed 2026-10-30
R. W. Roge & Company, Inc.
INCREASED
Shares104,729 from 104,065
Change+664 (+1%)
Value$22.6K (-$22.7M)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares104,673 from 105,151
Change-478 (0%)
Value$22.6M (-$297.7K)
Filed 2026-10-23
Cresta Advisors, Ltd.
DECREASED
Shares103,962 from 105,372
Change-1,410 (-1%)
Value$22.5M (-$499.6K)
Filed 2026-10-14
Sepio Capital, LP
DECREASED
Shares101,775 from 125,736
Change-23,961 (-19%)
Value$22.0M (-$5.4M)
Filed 2026-10-22
Aspire Private Capital, LLC
INCREASED
Shares101,692 from 95,360
Change+6,332 (+7%)
Value$22.0M (+$1.2M)
Filed 2026-11-05
Junk Investment Group, LLC
INCREASED
Shares99,872 from 93,271
Change+6,601 (+7%)
Value$21.6M (+$1.3M)
Filed 2026-10-19
Inlight Wealth Management, LLC
INCREASED
Shares97,353 from 94,203
Change+3,150 (+3%)
Value$21.0M (+$506.5K)
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares97,136 from 100,053
Change-2,917 (-3%)
Value$21.0M (-$815.5K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares96,361 from 94,196
Change+2,165 (+2%)
Value$20.8K (+$294)
Filed 2026-10-02
Antonelli Financial Advisors, LLC
DECREASED
Shares95,452 from 111,515
Change-16,063 (-14%)
Value$20.6M (-$3.7M)
Filed 2026-10-13
Blueline Advisors LLC
DECREASED
Shares95,297 from 96,573
Change-1,276 (-1%)
Value$20.6M (-$454.5K)
Filed 2026-10-15
Robinswood Financial LLC
DECREASED
Shares95,000 from 98,042
Change-3,042 (-3%)
Value$21.1M (-$256.4K)
Filed 2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED
Shares94,624 from 94,722
Change-98 (0%)
Value$20.4M (-$196.3K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares94,012 from 93,541
Change+471 (+1%)
Value$20.3M (-$71.5K)
Filed 2026-10-15
Topel & Distasi Wealth Management, LLC
DECREASED
Shares93,929 from 96,813
Change-2,884 (-3%)
Value$20.3M (-$802.4K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares93,140 from 47,429
Change+45,711 (+96%)
Value$20.1M (+$9.8M)
Filed 2026-10-19
Aspiriant, LLC
DECREASED
Shares93,073 from 98,826
Change-5,753 (-6%)
Value$20.1M (-$1.4M)
Filed 2026-10-16
Gill Capital Partners, LLC
INCREASED
Shares92,761 from 89,352
Change+3,409 (+4%)
Value$20.0M (+$571.3K)
Filed 2026-10-13
Tortoise Investment Management, LLC
INCREASED
Shares90,910 from 90,620
Change+290 (+0%)
Value$19.6M (-$105.0K)
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares90,680 from 89,061
Change+1,619 (+2%)
Value$19.6M (+$185.1K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED
Shares90,575 from 90,901
Change-326 (0%)
Value$19.6M (-$238.8K)
Filed 2026-10-16
PCA Investment Advisory Services Inc.
DECREASED
Shares90,506 from 90,832
Change-326 (0%)
Value$19.6M (-$238.4K)
Filed 2026-10-13
Financial Advisory Partners, LLC
INCREASED
Shares90,406 from 89,480
Change+926 (+1%)
Value$19.5M (+$34.6K)
Filed 2026-10-23
Falcon Wealth Planning
DECREASED
Shares90,361 from 92,484
Change-2,123 (-2%)
Value$19.5M (-$629.8K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares90,126 from 89,650
Change+476 (+1%)
Value$19.5M (-$63.2K)
Filed 2026-11-03
Black Diamond Financial, LLC
DECREASED
Shares89,613 from 90,032
Change-419 (0%)
Value$19.4M (-$257.4K)
Filed 2026-10-26
Prosperity Advisers, LLC
INCREASED
Shares89,314 from 84,852
Change+4,462 (+5%)
Value$19.3M (+$807.2K)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares88,901 from 88,979
Change-78 (0%)
Value$19.2M (-$181.4K)
Filed 2026-10-21
First United Bank & Trust
INCREASED
Shares88,074 from 87,761
Change+313 (+0%)
Value$19.0M (-$94.7K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares87,799 from 87,526
Change+273 (+0%)
Value$19.0M (-$103.1K)
Filed 2026-10-20
Beacon Financial Strategies Corp
DECREASED
Shares87,601 from 90,043
Change-2,442 (-3%)
Value$18.9M (-$694.4K)
Filed 2026-10-14
Curran Financial Partners, LLC
INCREASED
Shares86,389 from 62,697
Change+23,692 (+38%)
Value$18.7M (+$5.0M)
Filed 2026-11-04
Moody National Bank Trust Division
INCREASED
Shares85,975 from 85,005
Change+970 (+1%)
Value$18.6M (+$52.3K)
Filed 2026-10-06
Crusonia Wealth Advisors LLC
INCREASED
Shares84,828 from 78,127
Change+6,701 (+9%)
Value$18.3M (+$1.3M)
Filed 2026-10-26
Lutz Financial Services LLC
DECREASED
Shares84,762 from 84,845
Change-83 (0%)
Value$18.3M (-$174.9K)
Filed 2026-11-06
Novem Group
DECREASED
Shares84,151 from 85,113
Change-962 (-1%)
Value$18.2M (-$365.4K)
Filed 2026-10-19
Thrive Capital Management, LLC
INCREASED
Shares83,930 from 63,226
Change+20,704 (+33%)
Value$18.1M (+$4.4M)
Filed 2026-10-28
Univest Financial Corp
INCREASED
Shares83,526 from 68,375
Change+15,151 (+22%)
Value$18.0M (+$3.1M)
Filed 2026-11-05
Stone Summit Wealth LLC
DECREASED
Shares83,480 from 88,161
Change-4,681 (-5%)
Value$18.0M (-$1.2M)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares83,140 from 84,536
Change-1,396 (-2%)
Value$18.0M (+$1.4M)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares82,910 from 84,073
Change-1,163 (-1%)
Value$17.9M (-$406.5K)
Filed 2026-10-28
Prism Advisors, Inc.
DECREASED
Shares82,769 from 94,669
Change-11,900 (-13%)
Value$18.2M (-$2.5M)
Filed 2026-10-09
Midwest Trust Co
INCREASED
Shares82,675 from 75,225
Change+7,450 (+10%)
Value$17.9M (+$1.5M)
Filed 2026-10-22
Exchange Traded Concepts, LLC
INCREASED
Shares81,817 from 76,492
Change+5,325 (+7%)
Value$17.7M (+$1.0M)
Filed 2026-10-28
Main Line Retirement Advisors, LLC
INCREASED
Shares81,695 from 78,103
Change+3,592 (+5%)
Value$17.7M (+$631.8K)
Filed 2026-10-14
Matauro, LLC
INCREASED
Shares81,118 from 76,502
Change+4,616 (+6%)
Value$17.5M (+$855.9K)
Filed 2026-11-03
AJ Advisors, LLC
DECREASED
Shares80,410 from 82,596
Change-2,186 (-3%)
Value$17.4M (-$625.0K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares79,552 from 74,540
Change+5,012 (+7%)
Value$17.2M (+$945.1K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares79,477 from 81,904
Change-2,427 (-3%)
Value$17.2M (-$676.0K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED
Shares79,470 from 78,117
Change+1,353 (+2%)
Value$17.2M (+$147.8K)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares79,290 from 79,423
Change-133 (0%)
Value$17.1M (-$175.5K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares79,189 from 76,422
Change+2,767 (+4%)
Value$17.1K (-$16.6M)
Filed 2026-10-22
Gemmer Asset Management LLC
DECREASED
Shares78,725 from 78,997
Change-272 (0%)
Value$17.0M (-$204.8K)
Filed 2026-10-16
Cora Capital Advisors LLC
INCREASED
Shares78,451 from 76,185
Change+2,266 (+3%)
Value$17.0M (+$348.6K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares78,000 from 39,500
Change+38,500 (+97%)
Value$16.9M (+$8.2M)
Filed 2026-11-03
TKG Advisors, LLC
DECREASED
Shares77,854 from 81,349
Change-3,495 (-4%)
Value$16.8M (-$905.7K)
Filed 2026-11-02
RFG Holdings, Inc.
INCREASED
Shares77,538 from 59,528
Change+18,010 (+30%)
Value$13.6M (+$656.2K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares76,912 from 75,754
Change+1,158 (+2%)
Value$16.6M (+$110.0K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
INCREASED
Shares76,844 from 68,527
Change+8,317 (+12%)
Value$16.6M (+$1.7M)
Filed 2026-11-05
Eclectic Associates Inc
DECREASED
Shares76,818 from 77,405
Change-587 (-1%)
Value$16.6M (-$269.4K)
Filed 2026-10-09
TBH Global Asset Management, LLC
INCREASED
Shares76,805 from 41,930
Change+34,875 (+83%)
Value$16.6M (+$7.5M)
Filed 2026-11-03
Legacy Edge Advisors, LLC
DECREASED
Shares76,386 from 90,983
Change-14,597 (-16%)
Value$16.5M (-$3.3M)
Filed 2026-11-06
Cooper Capital Advisors LLC
INCREASED
Shares76,290 from 73,724
Change+2,566 (+3%)
Value$16.5M (+$418.0K)
Filed 2026-10-29
Thayer Financial, L.L.C.
INCREASED
Shares75,718 from 73,957
Change+1,761 (+2%)
Value$16.4M (+$290.6K)
Filed 2026-10-21
Weaver Capital Management LLC
DECREASED
Shares75,699 from 78,321
Change-2,622 (-3%)
Value$16.4M (+$990.5K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares75,541 from 75,479
Change+62 (+0%)
Value$16.3M (-$126.3K)
Filed 2026-10-09
SWP Financial LLC
DECREASED
Shares75,242 from 77,089
Change-1,847 (-2%)
Value$16.3M (-$541.6K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares75,231 from 72,356
Change+2,875 (+4%)
Value$16.3M (+$487.5K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares75,220 from 73,946
Change+1,274 (+2%)
Value$16.3M (+$138.3K)
Filed 2026-10-21
Latigo Investments, LLC
UNCHANGED
Shares74,917 from 74,917
Change0 (0%)
Value$16.2M (-$138.6K)
Filed 2026-10-29
FF Advisors,LLC
INCREASED
Shares74,902 from 72,331
Change+2,571 (+4%)
Value$16.2M (+$421.9K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares74,831 from 73,598
Change+1,233 (+2%)
Value$16.2M (+$130.2K)
Filed 2026-10-21
Diversified Portfolios, Inc.
DECREASED
Shares73,871 from 74,853
Change-982 (-1%)
Value$16.0M (-$350.8K)
Filed 2026-11-04
Schwallier Wealth Management LLC
DECREASED
Shares71,229 from 72,415
Change-1,186 (-2%)
Value$15.4M (-$390.2K)
Filed 2026-11-05
Cooksen Wealth, LLC
INCREASED
Shares70,951 from 70,749
Change+202 (+0%)
Value$15.7M (+$232.9K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares70,764 from 59,419
Change+11,345 (+19%)
Value$15.3M (+$2.3M)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
INCREASED
Shares70,198 from 70,122
Change+76 (+0%)
Value$15.2M (-$113.3K)
Filed 2026-10-13
Clark Financial Services Group Inc
DECREASED
Shares69,637 from 69,929
Change-292 (0%)
Value$15.0M (-$192.6K)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares68,907 from 69,487
Change-580 (-1%)
Value$14.9M (-$254.0K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED
Shares68,597 from 1,954
Change+66,643 (+3411%)
Value$14.8M (+$14.4M)
Filed 2026-10-14
Valence8 US LP
INCREASED
Shares67,660 from 67,421
Change+239 (+0%)
Value$14.6M (-$73.1K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares67,572 from 68,578
Change-1,006 (-1%)
Value$14.6M (-$344.3K)
Filed 2026-10-08
Hoge Financial Services, LLC
INCREASED
Shares67,362 from 66,802
Change+560 (+1%)
Value$14.5M (-$14.3K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares66,144 from 63,893
Change+2,251 (+4%)
Value$14.3M (+$368.3K)
Filed 2026-11-04
Leeward Financial Partners, LLC
DECREASED
Shares65,681 from 66,023
Change-342 (-1%)
Value$14.2M (-$195.9K)
Filed 2026-10-23
Trust Co of the South
INCREASED
Shares65,416 from 62,764
Change+2,652 (+4%)
Value$14.1M (+$456.9K)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares65,281 from 65,352
Change-71 (0%)
Value$14.1M (-$136.1K)
Filed 2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares65,105 from 60,981
Change+4,124 (+7%)
Value$14.1M (+$778.3K)
Filed 2026-10-28
Collective Family Office LLC
DECREASED
Shares64,920 from 66,431
Change-1,511 (-2%)
Value$14.0M (-$449.3K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares64,772 from 57,979
Change+6,793 (+12%)
Value$14.0M (+$1.4M)
Filed 2026-10-16
First County Bank
INCREASED
Shares64,391 from 58,439
Change+5,952 (+10%)
Value$13.9M (+$1.2M)
Filed 2026-10-13
Emerald Advisors, LLC
DECREASED
Shares64,245 from 65,479
Change-1,234 (-2%)
Value$13.9M (-$387.7K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
INCREASED
Shares63,783 from 62,973
Change+810 (+1%)
Value$13.8M (+$58.4K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares63,654 from 60,866
Change+2,788 (+5%)
Value$14.0M (+$638.5K)
Filed 2026-10-09
Prosperitas Financial LLC
DECREASED
Shares63,613 from 65,251
Change-1,638 (-3%)
Value$13.7M (-$474.7K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares63,425 from 66,644
Change-3,219 (-5%)
Value$14.0M (-$479.4K)
Filed 2026-10-13
Trust Co of Toledo NA
INCREASED
Shares63,283 from 50,149
Change+13,134 (+26%)
Value$13.7M (+$2.7M)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares63,096 from 70,802
Change-7,706 (-11%)
Value$13.5M (-$1.9M)
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares62,921 from 61,160
Change+1,761 (+3%)
Value$13.6M (+$267.5K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares62,869 from 84,559
Change-21,690 (-26%)
Value$13.6M (-$4.8M)
Filed 2026-11-04
Level Financial Advisors
INCREASED
Shares62,697 from 59,363
Change+3,334 (+6%)
Value$13.5M (+$610.4K)
Filed 2026-10-13
Mokosak Advisory Group, LLC
INCREASED
Shares62,685 from 62,620
Change+65 (+0%)
Value$13.5M (-$101.3K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
INCREASED
Shares62,538 from 60,721
Change+1,817 (+3%)
Value$13.5M (+$280.2K)
Filed 2026-10-14
Five Pine Wealth Management
DECREASED
Shares61,946 from 62,151
Change-205 (0%)
Value$13.4M (-$159.3K)
Filed 2026-10-20
Safir Wealth Advisors, LLC
INCREASED
Shares61,852 from 61,267
Change+585 (+1%)
Value$13.4M (+$13.1K)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares61,800 from 61,830
Change-30 (0%)
Value$13.4M (-$120.9K)
Filed 2026-11-05
Sterling Investment Advisors LLC
DECREASED
Shares61,785 from 62,968
Change-1,183 (-2%)
Value$13.4M (-$372.1K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
DECREASED
Shares61,781 from 62,873
Change-1,092 (-2%)
Value$13.3M (-$352.3K)
Filed 2026-10-15
Cordoba Advisory Partners LLC
INCREASED
Shares61,697 from 61,411
Change+286 (+0%)
Value$13.3M (-$51.8K)
Filed 2026-10-19
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares61,690 from 62,162
Change-472 (-1%)
Value$13.3M (-$217.0K)
Filed 2026-10-15
CJM Wealth Advisers, Ltd.
DECREASED
Shares61,673 from 63,607
Change-1,934 (-3%)
Value$13.3M (-$535.6K)
Filed 2026-10-27
NorthLanding Financial Partners, LLC
INCREASED
Shares61,458 from 59,001
Change+2,457 (+4%)
Value$13.3M (+$421.7K)
Filed 2026-10-15
G&S Capital LLC
DECREASED
Shares60,143 from 61,252
Change-1,109 (-2%)
Value$13.0M (-$352.9K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares59,833 from 59,101
Change+732 (+1%)
Value$12.9M (+$48.8K)
Filed 2026-10-08
5th Street Advisors, LLC
DECREASED
Shares59,434 from 65,391
Change-5,957 (-9%)
Value$12.8M (-$1.4M)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED
Shares59,095 from 51,078
Change+8,017 (+16%)
Value$12.8M (+$1.6M)
Filed 2026-10-09
XY Planning Network, Inc.
INCREASED
Shares59,089 from 52,971
Change+6,118 (+12%)
Value$12.8M (+$1.2M)
Filed 2026-10-14
Cassilly Financial Group LLC
INCREASED
Shares58,996 from 58,906
Change+90 (+0%)
Value$12.7M (-$89.4K)
Filed 2026-10-07
Flagship Wealth Advisors, LLC
DECREASED
Shares58,840 from 58,991
Change-151 (0%)
Value$12.7M (-$141.7K)
Filed 2026-11-03
Traveka Wealth, LLC
DECREASED
Shares58,563 from 58,656
Change-93 (0%)
Value$12.7M (-$128.6K)
Filed 2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED
Shares58,059 from 58,254
Change-195 (0%)
Value$12.5M (-$149.9K)
Filed 2026-10-16
Aire Advisors, LLC
DECREASED
Shares57,988 from 60,032
Change-2,044 (-3%)
Value$12.5M (-$552.7K)
Filed 2026-10-22
Align Financial, LLC
INCREASED
Shares57,813 from 55,967
Change+1,846 (+3%)
Value$12.5M (+$295.3K)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares57,788 from 57,299
Change+489 (+1%)
Value$12.5M (-$329)
Filed 2026-10-30
Woodward Financial Advisors, Inc.
DECREASED
Shares57,317 from 57,923
Change-606 (-1%)
Value$12.4M (-$238.0K)
Filed 2026-10-19
Stone Wealth Partners
INCREASED
Shares57,268 from 26,701
Change+30,567 (+114%)
Value$12.4M (+$6.6M)
Filed 2026-11-05
Weinberger Asset Management, Inc
INCREASED
Shares57,229 from 56,837
Change+392 (+1%)
Value$12.4M (-$135.4K)
Filed 2026-10-28
AMI Investment Management Inc
INCREASED
Shares57,135 from 51,240
Change+5,895 (+12%)
Value$12.3M (+$1.2M)
Filed 2026-10-27
Shrier Wealth Management, LLC
INCREASED
Shares56,970 from 55,832
Change+1,138 (+2%)
Value$12.3M (+$142.6K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares56,895 from 31,437
Change+25,458 (+81%)
Value$12.3M (+$5.4M)
Filed 2026-10-28
CWS Financial Advisors, LLC
DECREASED
Shares56,513 from 57,101
Change-588 (-1%)
Value$12.2M (-$232.7K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares56,226 from 55,208
Change+1,018 (+2%)
Value$12.1M (+$117.7K)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares55,772 from 55,306
Change+466 (+1%)
Value$12.1M (-$1.6K)
Filed 2026-10-27
Boyd Wealth Management, LLC
INCREASED
Shares54,891 from 53,058
Change+1,833 (+3%)
Value$11.9M (+$297.9K)
Filed 2026-10-20
KBC Group NV
INCREASED
Shares54,800 from 21,900
Change+32,900 (+150%)
Value$11.8K (-$4.8M)
Filed 2026-10-22
Connecticut Wealth Management, LLC
INCREASED
Shares53,977 from 53,459
Change+518 (+1%)
Value$11.7M (+$13.2K)
Filed 2026-10-13
KFA Private Wealth Group, LLC
DECREASED
Shares53,855 from 55,015
Change-1,160 (-2%)
Value$11.6M (-$352.5K)
Filed 2026-10-07
Cypress Point Wealth Management, LLC
INCREASED
Shares53,543 from 50,921
Change+2,622 (+5%)
Value$11.6M (+$472.4K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares53,526 from 52,413
Change+1,113 (+2%)
Value$11.6M (+$143.4K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
DECREASED
Shares53,317 from 55,009
Change-1,692 (-3%)
Value$11.5M (-$467.3K)
Filed 2026-10-28
Atmos Advisory, LLC
INCREASED
Shares53,188 from 52,972
Change+216 (+0%)
Value$11.5M (-$51.3K)
Filed 2026-10-06
Accel Wealth Management
INCREASED
Shares53,078 from 49,280
Change+3,798 (+8%)
Value$11.5M (+$729.5K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED
Shares52,973 from 53,586
Change-613 (-1%)
Value$11.4M (-$231.6K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares52,735
Change+52,735
Value$11.4M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares52,735 from 52,995
Change-260 (0%)
Value$11.4M (-$154.2K)
Filed 2026-10-14
Macco Financial Group, Inc.
DECREASED
Shares52,643 from 53,513
Change-870 (-2%)
Value$11.4M (-$287.0K)
Filed 2026-11-05
Forbes Financial Planning, Inc.
DECREASED
Shares51,314 from 52,084
Change-770 (-1%)
Value$11.1M (-$262.7K)
Filed 2026-10-23
Grandview Asset Management LLC
DECREASED
Shares50,744 from 54,413
Change-3,669 (-7%)
Value$11.0M (-$893.7K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
DECREASED
Shares50,580 from 54,815
Change-4,235 (-8%)
Value$10.9M (-$1.0M)
Filed 2026-11-03
Pearl Planning LLC
DECREASED
Shares50,552 from 70,334
Change-19,782 (-28%)
Value$10.9M (-$4.4M)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares50,531 from 52,156
Change-1,625 (-3%)
Value$10.9M (-$447.7K)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares50,255 from 83,429
Change-33,174 (-40%)
Value$10.9M (-$7.3M)
Filed 2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares50,045 from 49,229
Change+816 (+2%)
Value$10.8M (+$85.2K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares49,604 from 49,340
Change+264 (+1%)
Value$10.7M (-$34.2K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
INCREASED
Shares49,422 from 48,340
Change+1,082 (+2%)
Value$10.7M (+$144.3K)
Filed 2026-11-04
Aries Wealth Management
INCREASED
Shares48,825 from 47,348
Change+1,477 (+3%)
Value$10.6M (+$231.6K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares48,563 from 36,845
Change+11,718 (+32%)
Value$10.5M (+$2.5M)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares48,039 from 48,824
Change-785 (-2%)
Value$10.4M (-$259.9K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares47,875 from 44,456
Change+3,419 (+8%)
Value$10.3M (+$656.6K)
Filed 2026-10-16
Idaho Trust Co
INCREASED
Shares47,761 from 43,971
Change+3,790 (+9%)
Value$10.3M (+$737.6K)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares47,480 from 40,369
Change+7,111 (+18%)
Value$10.3M (+$1.5M)
Filed 2026-10-21
Vaquero Private Wealth, LTD
DECREASED
Shares47,041 from 56,555
Change-9,514 (-17%)
Value$10.2M (-$2.2M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares47,025 from 47,574
Change-549 (-1%)
Value$8.0M (-$187.9K)
Filed 2026-10-08
Abacus Planning Group, Inc.
INCREASED
Shares46,706 from 46,662
Change+44 (+0%)
Value$10.1M (-$76.8K)
Filed 2026-11-02
Enclave Advisors LLC
INCREASED
Shares46,686 from 40,394
Change+6,292 (+16%)
Value$10.1M (+$1.3M)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares46,428 from 39,723
Change+6,705 (+17%)
Value$10.0M (+$1.4M)
Filed 2026-11-03
GoalFusion Wealth Management, LLC
DECREASED
Shares45,957 from 46,015
Change-58 (0%)
Value$9.9M (-$97.7K)
Filed 2026-10-06
Councilor Wealth, LLC
INCREASED
Shares45,746 from 42,908
Change+2,838 (+7%)
Value$9.9M (+$533.8K)
Filed 2026-10-09
Brighton Securities Corp.
INCREASED
Shares45,502 from 42,570
Change+2,932 (+7%)
Value$9.8M (+$554.8K)
Filed 2026-10-08
Clarity Capital Advisors, LLC
INCREASED
Shares45,044 from 44,201
Change+843 (+2%)
Value$9.7M (+$100.4K)
Filed 2026-10-27
Vivid Wealth Management, LLC
DECREASED
Shares44,473 from 45,328
Change-855 (-2%)
Value$9.6M (-$268.7K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
INCREASED
Shares44,297 from 41,432
Change+2,865 (+7%)
Value$9.6M (+$542.4K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares44,244 from 46,543
Change-2,299 (-5%)
Value$9.6M (-$582.7K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED
Shares44,208 from 44,520
Change-312 (-1%)
Value$9.6M (-$149.8K)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
INCREASED
Shares43,686 from 36,801
Change+6,885 (+19%)
Value$9.4M (+$1.4M)
Filed 2026-11-05
St. Louis Trust Co
DECREASED
Shares43,650 from 44,121
Change-471 (-1%)
Value$9.4M (+$9.2M)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
DECREASED
Shares43,546 from 43,866
Change-320 (-1%)
Value$9.4M (-$150.4K)
Filed 2026-10-13
Hardy Reed LLC
INCREASED
Shares43,513 from 43,336
Change+177 (+0%)
Value$9.4M (-$41.9K)
Filed 2026-11-06
Interchange Capital Partners, LLC
DECREASED
Shares43,496 from 43,605
Change-109 (0%)
Value$9.4M (-$104.4K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares43,440 from 42,086
Change+1,354 (+3%)
Value$9.4M (+$214.6K)
Filed 2026-10-13
GLR Partners, LLC
DECREASED
Shares42,956 from 44,077
Change-1,121 (-3%)
Value$9.3M (-$323.8K)
Filed 2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares42,756 from 23,536
Change+19,220 (+82%)
Value$9.2M (+$4.1M)
Filed 2026-10-15
Olistico Wealth, LLC
DECREASED
Shares42,584 from 210,942
Change-168,358 (-80%)
Value$9.2M (-$130.4K)
Filed 2026-10-05
Manchester Capital Management LLC
DECREASED
Shares42,329 from 43,163
Change-834 (-2%)
Value$9.1M (-$260.1K)
Filed 2026-10-22
Uptick Partners, LLC
INCREASED
Shares41,815 from 40,800
Change+1,015 (+2%)
Value$9.0M (+$143.8K)
Filed 2026-11-04
Valpey Financial Services, LLC
DECREASED
Shares41,534 from 42,033
Change-499 (-1%)
Value$9.0M (-$185.5K)
Filed 2026-10-30
TMB Capital Partners, LLC
INCREASED
Shares41,390 from 40,706
Change+684 (+2%)
Value$8.9M (+$72.5K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares41,383 from 41,266
Change+117 (+0%)
Value$8.9M (-$51.1K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares40,858 from 34,542
Change+6,316 (+18%)
Value$8.8M (+$1.3M)
Filed 2026-10-15
10Elms LLP
INCREASED
Shares40,826 from 35,821
Change+5,005 (+14%)
Value$8.8M (+$1.2M)
Filed 2026-11-06
Elevatus Welath Management
INCREASED
Shares40,581 from 20,637
Change+19,944 (+97%)
Value$8.8M (+$4.3M)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares40,558 from 40,987
Change-429 (-1%)
Value$8.8M (-$168.5K)
Filed 2026-10-08
Focused Alpha, LLC
INCREASED
Shares40,381 from 37,554
Change+2,827 (+8%)
Value$8.7M (+$541.5K)
Filed 2026-10-20
Sharper & Granite LLC
INCREASED
Shares40,291 from 40,188
Change+103 (+0%)
Value$7.9M (-$853.1K)
Filed 2026-11-02
SigFig Wealth Management, LLC
INCREASED
Shares40,252 from 39,529
Change+723 (+2%)
Value$8.7M (+$55.4K)
Filed 2026-10-07
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares40,236 from 39,763
Change+473 (+1%)
Value$8.7M (+$28.6K)
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares40,112 from 39,223
Change+889 (+2%)
Value$8.7M (+$119.6K)
Filed 2026-10-28
Artesa Financial Group, LLC
INCREASED
Shares40,059 from 37,499
Change+2,560 (+7%)
Value$8.7M (+$483.7K)
Filed 2026-10-29
Ocean Park Asset Management, LLC
INCREASED
Shares39,845 from 23,355
Change+16,490 (+71%)
Value$8.6M (+$3.5M)
Filed 2026-10-21
Autumn Glory Partners, LLC
UNCHANGED
Shares39,586 from 39,586
Change0 (0%)
Value$8.6M (-$73.2K)
Filed 2026-10-26
Greenhouse Wealth Management, LLC
INCREASED
Shares39,415 from 38,744
Change+671 (+2%)
Value$8.5M (+$74.3K)
Filed 2026-10-20
Emergent Wealth Advisors, LLC
INCREASED
Shares39,347 from 38,246
Change+1,101 (+3%)
Value$8.5M (+$151.5K)
Filed 2026-10-09
IPG Investment Advisors LLC
DECREASED
Shares39,128 from 39,608
Change-480 (-1%)
Value$8.5M (-$176.9K)
Filed 2026-10-30
Refined Wealth Management
INCREASED
Shares38,919 from 36,555
Change+2,364 (+6%)
Value$8.4M (+$443.2K)
Filed 2026-10-13
Paragon Capital Management Ltd
INCREASED
Shares38,804 from 37,850
Change+954 (+3%)
Value$8.4M (+$136.0K)
Filed 2026-10-09
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares38,048 from 31,546
Change+6,502 (+21%)
Value$8.2M (+$1.3M)
Filed 2026-10-22
Mustard Seed Financial, LLC
DECREASED
Shares37,157 from 38,109
Change-952 (-2%)
Value$8.0M (-$276.3K)
Filed 2026-10-30
Regions Financial Corp
INCREASED
Shares37,124 from 29,115
Change+8,009 (+28%)
Value$8.0M (+$1.7M)
Filed 2026-11-05
Auxano Advisors, LLC
INCREASED
Shares37,046 from 33,119
Change+3,927 (+12%)
Value$8.0M (+$787.2K)
Filed 2026-11-06
Bath Savings Trust Co
INCREASED
Shares37,041 from 35,633
Change+1,408 (+4%)
Value$8.0M (+$238.3K)
Filed 2026-10-07
Portus Wealth Advisors, LLC
DECREASED
Shares36,987 from 37,333
Change-346 (-1%)
Value$8.0M (-$143.8K)
Filed 2026-10-13
Krane Financial Solutions LLC
DECREASED
Shares36,784 from 36,958
Change-174 (0%)
Value$7.9M (-$105.9K)
Filed 2026-10-30
Core Wealth Advisors, LLC
DECREASED
Shares36,382 from 36,429
Change-47 (0%)
Value$7.9M (-$77.7K)
Filed 2026-11-05
Matrix Asset Advisors Inc
INCREASED
Shares36,068 from 33,804
Change+2,264 (+7%)
Value$7.8M (+$426.7K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
INCREASED
Shares35,983 from 35,081
Change+902 (+3%)
Value$7.8M (+$130.0K)
Filed 2026-10-29
Arrien Investments, Inc.
INCREASED
Shares35,975 from 35,671
Change+304 (+1%)
Value$7.8M (-$222)
Filed 2026-10-30
Marietta Wealth Management, LLC
DECREASED
Shares35,795 from 37,425
Change-1,630 (-4%)
Value$7.9M (-$240.3K)
Filed 2026-10-22
Family CFO Inc
INCREASED
Shares35,687 from 35,630
Change+57 (+0%)
Value$7.7M (-$53.6K)
Filed 2026-10-30
Apollon Financial, LLC
DECREASED
Shares35,638 from 35,680
Change-42 (0%)
Value$7.7M (-$75.2K)
Filed 2026-10-23
Sims Investment Management, LLC
INCREASED
Shares35,469 from 31,765
Change+3,704 (+12%)
Value$7.7M (+$741.7K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares35,423 from 33,124
Change+2,299 (+7%)
Value$7.7M (+$435.4K)
Filed 2026-10-08
Vicus Capital
INCREASED
Shares35,343 from 31,500
Change+3,843 (+12%)
Value$7.6M (+$772.1K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares35,228 from 30,449
Change+4,779 (+16%)
Value$7.6M (+$976.4K)
Filed 2026-10-27
Willis Johnson Wealth, Inc.
DECREASED
Shares35,009 from 36,303
Change-1,294 (-4%)
Value$7.6M (-$346.6K)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares34,882 from 35,287
Change-405 (-1%)
Value$7.5M (-$152.7K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares34,734 from 33,798
Change+936 (+3%)
Value$7.5M (+$139.6K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
INCREASED
Shares34,709 from 34,613
Change+96 (+0%)
Value$7.5M (-$43.2K)
Filed 2026-10-22
Cutler Investment Counsel LLC
DECREASED
Shares34,594 from 34,757
Change-163 (0%)
Value$7.5M (-$99.5K)
Filed 2026-10-28
Santori & Peters, Inc.
INCREASED
Shares34,517 from 33,190
Change+1,327 (+4%)
Value$7.5M (+$225.3K)
Filed 2026-10-26
Grey Ledge Advisors, LLC
INCREASED
Shares34,489 from 34,082
Change+407 (+1%)
Value$7.5M (+$25.0K)
Filed 2026-11-02
NBH Bank
INCREASED
Shares34,033 from 33,803
Change+230 (+1%)
Value$7.4M (-$12.8K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares33,945 from 31,354
Change+2,591 (+8%)
Value$7.3M (+$501.8K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares33,861 from 32,757
Change+1,104 (+3%)
Value$7.3M (+$177.9K)
Filed 2026-10-19
Decker Wealth Management LLC
INCREASED
Shares33,711 from 33,449
Change+262 (+1%)
Value$7.3M (-$5.4K)
Filed 2026-10-09
Phillips Financial Management, LLC
DECREASED
Shares33,646 from 34,910
Change-1,264 (-4%)
Value$7.3M (-$337.7K)
Filed 2026-10-19
Stephen J. Garry & Associates, LLC
INCREASED
Shares33,570 from 33,146
Change+424 (+1%)
Value$7.3M (+$30.3K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares33,262 from 32,881
Change+381 (+1%)
Value$7.2K (+$21)
Filed 2026-10-27
Journey Beyond Wealth, LLC
DECREASED
Shares33,115 from 33,206
Change-91 (0%)
Value$7.2M (-$81.1K)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares32,803 from 29,326
Change+3,477 (+12%)
Value$7.1M (+$697.0K)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares32,563 from 30,847
Change+1,716 (+6%)
Value$7.3M (+$421.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares32,563 from 30,847
Change+1,716 (+6%)
Value$7.3M (+$421.2K)
Filed 2026-10-20
Symmetry Partners, LLC
DECREASED
Shares32,556 from 33,319
Change-763 (-2%)
Value$7.0M (-$226.7K)
Filed 2026-10-27
Fiduciary Advisors, Inc.
DECREASED
Shares32,480 from 33,320
Change-840 (-3%)
Value$7.0M (-$243.3K)
Filed 2026-10-16
Stevens Capital Partners
DECREASED
Shares32,453 from 33,309
Change-856 (-3%)
Value$7.0M (-$246.6K)
Filed 2026-10-29
Martel Wealth Advisors LLC
DECREASED
Shares32,386 from 33,392
Change-1,006 (-3%)
Value$7.0M (-$279.1K)
Filed 2026-10-14
Oak Harvest Investment Services
DECREASED
Shares31,807 from 32,002
Change-195 (-1%)
Value$6.9M (-$101.3K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares31,642 from 33,676
Change-2,034 (-6%)
Value$6.8M (-$501.8K)
Filed 2026-10-30
Barings LLC
UNCHANGED
Shares31,595 from 31,595
Change0 (0%)
Value$6.8M (-$58.5K)
Filed 2026-10-22
Financial Life Advisors
DECREASED
Shares31,334 from 32,079
Change-745 (-2%)
Value$6.8M (-$220.2K)
Filed 2026-10-14
Redw Wealth LLC
INCREASED
Shares31,245 from 27,348
Change+3,897 (+14%)
Value$6.8M (+$791.6K)
Filed 2026-11-02
Cornerstone Advisory, LLC
DECREASED
Shares30,909 from 31,970
Change-1,061 (-3%)
Value$6.7M (-$288.5K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
DECREASED
Shares30,907 from 31,113
Change-206 (-1%)
Value$6.7M (-$102.0K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares30,855 from 47,260
Change-16,405 (-35%)
Value$6.7M (-$3.6M)
Filed 2026-10-21
Prospera Capital Management, LLC
INCREASED
Shares30,775 from 23,745
Change+7,030 (+30%)
Value$6.6M (+$1.4M)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares30,766 from 30,487
Change+279 (+1%)
Value$6.6M (+$3.9K)
Filed 2026-11-05
Davidson Trust Co
DECREASED
Shares30,741 from 31,106
Change-365 (-1%)
Value$6.6M (-$137.1K)
Filed 2026-10-09
HBK Sorce Advisory LLC
INCREASED
Shares30,074 from 29,764
Change+310 (+1%)
Value$6.7M (+$66.0K)
Filed 2026-11-06
Sage Mountain Advisors LLC
UNCHANGED
Shares29,939 from 29,939
Change0 (0%)
Value$6.5M (-$55.4K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares29,766 from 27,787
Change+1,979 (+7%)
Value$6.4M (+$376.3K)
Filed 2026-11-06
First National Bank Sioux Falls
DECREASED
Shares29,695 from 55,412
Change-25,717 (-46%)
Value$6.4M (-$4.8M)
Filed 2026-10-13
BCS Wealth Management
DECREASED
Shares29,648 from 29,974
Change-326 (-1%)
Value$6.4M (-$125.9K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares29,614 from 29,222
Change+392 (+1%)
Value$6.4M (+$30.6K)
Filed 2026-11-05
Orser Capital Management, LLC
DECREASED
Shares29,584 from 29,804
Change-220 (-1%)
Value$6.4M (-$102.7K)
Filed 2026-10-13
McLean Asset Management Corp
DECREASED
Shares29,123 from 29,181
Change-58 (0%)
Value$6.5M (+$101.8K)
Filed 2026-11-06
Compass Ion Advisors, LLC
INCREASED
Shares28,960 from 28,448
Change+512 (+2%)
Value$6.3M (+$57.9K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
DECREASED
Shares28,874 from 29,281
Change-407 (-1%)
Value$6.2M (-$142.1K)
Filed 2026-10-30
Manuka Financial, LLC
DECREASED
Shares28,863 from 28,972
Change-109 (0%)
Value$6.3M (-$46.4K)
Filed 2026-10-16
Acropolis Investment Management, LLC
INCREASED
Shares28,811 from 27,860
Change+951 (+3%)
Value$6.2M (+$153.8K)
Filed 2026-10-08
Defined Wealth Management, LLC
INCREASED
Shares28,631 from 28,586
Change+45 (+0%)
Value$6.2M (-$43.2K)
Filed 2026-10-19
Kendall Capital Management
INCREASED
Shares28,477 from 25,193
Change+3,284 (+13%)
Value$6.2M (+$662.9K)
Filed 2026-10-23
Ackerman Capital Advisors, LLC
UNCHANGED
Shares28,388 from 28,388
Change0 (0%)
Value$6.1M (-$52.5K)
Filed 2026-10-30
Long Island Wealth Management, Inc.
INCREASED
Shares28,300 from 28,288
Change+12 (+0%)
Value$6.1M (-$49.9K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares28,256 from 26,840
Change+1,416 (+5%)
Value$6.1M (+$256.3K)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares28,223 from 30,283
Change-2,060 (-7%)
Value$6.1M (-$501.1K)
Filed 2026-11-03
Luminvest Wealth Management LLC
DECREASED
Shares28,152 from 31,709
Change-3,557 (-11%)
Value$6.1M (-$827.2K)
Filed 2026-10-14
Fonville Wealth Management LLC
DECREASED
Shares28,077 from 28,429
Change-352 (-1%)
Value$6.1M (-$128.7K)
Filed 2026-10-28
Northern Lights Advisors, Inc.
INCREASED
Shares27,981 from 24,971
Change+3,010 (+12%)
Value$6.0M (+$604.2K)
Filed 2026-10-21
Well Done, LLC
DECREASED
Shares27,927 from 27,949
Change-22 (0%)
Value$6.0M (-$56.5K)
Filed 2026-10-20
Security Financial Services, Inc.
DECREASED
Shares27,851 from 28,363
Change-512 (-2%)
Value$6.0M (-$163.2K)
Filed 2026-10-29
Weil Company, Inc.
DECREASED
Shares27,548 from 68,752
Change-41,204 (-60%)
Value$6.0M (-$9.0M)
Filed 2026-10-14
Blueprint Investment Partners LLC
INCREASED
Shares27,412 from 14,622
Change+12,790 (+87%)
Value$5.9M (+$2.7M)
Filed 2026-10-28
Family Wealth Partners, LLC
DECREASED
Shares27,403 from 27,690
Change-287 (-1%)
Value$5.9M (-$113.4K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares27,299 from 25,799
Change+1,500 (+6%)
Value$5.9M (+$276.3K)
Filed 2026-10-26
Catalyst Private Wealth, LLC
INCREASED
Shares27,207 from 26,206
Change+1,001 (+4%)
Value$5.9M (+$167.8K)
Filed 2026-10-13
Chris Bulman Inc
INCREASED
Shares27,183 from 26,027
Change+1,156 (+4%)
Value$5.9M (+$201.5K)
Filed 2026-10-20
Opus Capital Group, LLC
DECREASED
Shares26,998 from 27,113
Change-115 (0%)
Value$5.8K (-$5.9M)
Filed 2026-10-30
West Bancorporation Inc
INCREASED
Shares26,900 from 21,664
Change+5,236 (+24%)
Value$5.8M (+$1.1M)
Filed 2026-10-29
Diversified Trust Co
DECREASED
Shares26,389 from 29,413
Change-3,024 (-10%)
Value$5.7M (-$707.8K)
Filed 2026-11-06
Florida Trust Wealth Management Co
INCREASED
Shares26,080 from 25,086
Change+994 (+4%)
Value$5.6M (+$168.4K)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares25,912 from 26,730
Change-818 (-3%)
Value$5.6M (-$226.2K)
Filed 2026-10-20
Chesley Taft & Associates LLC
DECREASED
Shares25,817 from 26,562
Change-745 (-3%)
Value$5.6M (-$210.1K)
Filed 2026-10-13
Barrett & Company, Inc.
INCREASED
Shares25,807 from 25,383
Change+424 (+2%)
Value$5.6M (+$44.7K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares25,732 from 21,004
Change+4,728 (+23%)
Value$5.6M (+$982.7K)
Filed 2026-10-07
Evanson Financial, LLC
INCREASED
Shares25,702 from 19,357
Change+6,345 (+33%)
Value$5.6M (+$1.3M)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares25,594 from 52,254
Change-26,660 (-51%)
Value$5.5M (-$5.9M)
Filed 2026-10-30
Flagstar Securities, Inc
DECREASED
Shares25,581 from 25,893
Change-312 (-1%)
Value$5.5M (-$115.6K)
Filed 2026-10-15
Jefferson Bridge Capital, LLC
INCREASED
Shares25,346 from 25,337
Change+9 (+0%)
Value$5.5M (-$45.0K)
Filed 2026-11-06
Weitzel Financial Services, Inc.
INCREASED
Shares25,213 from 24,895
Change+318 (+1%)
Value$5.5M (+$39.0K)
Filed 2026-10-16
Bluedoor Private Wealth, LLC
DECREASED
Shares25,197 from 25,741
Change-544 (-2%)
Value$5.4M (-$165.2K)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares25,018 from 24,965
Change+53 (+0%)
Value$5.4M (-$34.6K)
Filed 2026-11-06
Oath Planning, LLC
INCREASED
Shares25,017 from 21,310
Change+3,707 (+17%)
Value$5.4M (+$761.4K)
Filed 2026-10-20
Wealth Management Resources, Inc.
INCREASED
Shares24,991 from 23,120
Change+1,871 (+8%)
Value$5.4M (+$361.6K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares24,919 from 20,701
Change+4,218 (+20%)
Value$5.4M (+$873.1K)
Filed 2026-11-04
AUA Capital Management, LLC
DECREASED
Shares24,863 from 25,486
Change-623 (-2%)
Value$5.4M (-$181.7K)
Filed 2026-10-15
Ironsides Asset Advisors, LLC
UNCHANGED
Shares24,820 from 24,820
Change0 (0%)
Value$5.4M (-$45.9K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
INCREASED
Shares24,753 from 24,605
Change+148 (+1%)
Value$5.3M (-$13.6K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
DECREASED
Shares24,520 from 24,736
Change-216 (-1%)
Value$5.3M (-$92.4K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares24,509 from 24,497
Change+12 (+0%)
Value$5.3M (-$42.8K)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares24,477 from 24,928
Change-451 (-2%)
Value$5.3M (-$143.5K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
DECREASED
Shares24,427 from 24,962
Change-535 (-2%)
Value$5.3M (-$161.1K)
Filed 2026-10-23
Worth Asset Management, LLC
INCREASED
Shares24,400 from 6,633
Change+17,767 (+268%)
Value$5.3M (+$3.8M)
Filed 2026-10-07
Lynch Investment Planning, LLC
INCREASED
Shares24,103 from 15,227
Change+8,876 (+58%)
Value$5.2M (+$1.9M)
Filed 2026-10-27
15 Wealth Advisors LLC
NEW
Shares24,097
Change+24,097
Value$5.2M
Filed 2026-10-14
Perryman Financial Advisory Inc
INCREASED
Shares24,063 from 23,799
Change+264 (+1%)
Value$5.2M (+$13.1K)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares23,920 from 23,613
Change+307 (+1%)
Value$5.2M (+$22.7K)
Filed 2026-10-30
Lebenthal Global Advisors, LLC
DECREASED
Shares23,832 from 145,753
Change-121,921 (-84%)
Value$5.1M (-$26.6M)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares23,803 from 29,092
Change-5,289 (-18%)
Value$5.1M (-$1.2M)
Filed 2026-10-30
Northstar Asset Management Co
INCREASED
Shares23,780 from 23,545
Change+235 (+1%)
Value$5.3M (+$145.2K)
Filed 2026-10-22
Culbertson A N & Co Inc
DECREASED
Shares23,720 from 23,920
Change-200 (-1%)
Value$5.1M (-$87.5K)
Filed 2026-10-21
Beaumont Asset Management, L.L.C.
INCREASED
Shares23,716 from 22,443
Change+1,273 (+6%)
Value$5.1M (+$233.6K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares23,646 from 20,184
Change+3,462 (+17%)
Value$5.1M (+$710.8K)
Filed 2026-10-23
Base Wealth Management LLC
INCREASED
Shares23,639 from 22,088
Change+1,551 (+7%)
Value$5.1M (+$294.2K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares23,637 from 22,853
Change+784 (+3%)
Value$5.1M (+$127.1K)
Filed 2026-10-08
Money Concepts Capital Corp
DECREASED
Shares23,413 from 24,764
Change-1,351 (-5%)
Value$5.1M (-$337.7K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares23,410 from 22,936
Change+474 (+2%)
Value$5.1M (+$60.0K)
Filed 2026-10-20
Ironwood Financial, llc
INCREASED
Shares23,382 from 20,087
Change+3,295 (+16%)
Value$5.1M (+$646.2K)
Filed 2026-10-20
Alamar Capital Management, LLC
DECREASED
Shares23,241 from 25,000
Change-1,759 (-7%)
Value$5.0M (-$426.4K)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares23,175 from 24,703
Change-1,528 (-6%)
Value$5.0M (-$375.9K)
Filed 2026-11-06
Principle Wealth Partners LLC
INCREASED
Shares23,078 from 20,581
Change+2,497 (+12%)
Value$5.0M (+$501.6K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares22,970 from 19,818
Change+3,152 (+16%)
Value$5.0M (+$644.4K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares22,922 from 5,155
Change+17,767 (+345%)
Value$5.0M (+$3.8M)
Filed 2026-10-22
Northeast Investment Management
INCREASED
Shares22,911 from 22,706
Change+205 (+1%)
Value$5.0M (+$2.3K)
Filed 2026-10-30
City State Bank
DECREASED
Shares22,893 from 23,168
Change-275 (-1%)
Value$4.9M (-$102.3K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares22,875 from 15,802
Change+7,073 (+45%)
Value$4.9M (+$1.5M)
Filed 2026-10-22
Legacy Wealth Partners, LLC
DECREASED
Shares22,801 from 91,743
Change-68,942 (-75%)
Value$4.9M (-$15.1M)
Filed 2026-10-15
LifeSteps Financial, Inc.
DECREASED
Shares22,796 from 23,880
Change-1,084 (-5%)
Value$4.9M (-$278.4K)
Filed 2026-10-15
First Financial Bank - Trust Division
DECREASED
Shares22,680 from 22,681
Change-1 (0%)
Value$4.9M (-$42.2K)
Filed 2026-10-01
Principal Financial Group Inc
INCREASED
Shares22,635 from 17,489
Change+5,146 (+29%)
Value$4.9M (+$1.1M)
Filed 2026-11-02
Alchemi Wealth, LLC
INCREASED
Shares22,610 from 13,852
Change+8,758 (+63%)
Value$4.9M (+$1.9M)
Filed 2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares22,601 from 22,533
Change+68 (+0%)
Value$4.9M (-$26.8K)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares22,589 from 21,564
Change+1,025 (+5%)
Value$4.9M (+$181.6K)
Filed 2026-10-27
Kitching Partners, LLC
INCREASED
Shares22,215 from 17,641
Change+4,574 (+26%)
Value$4.8M (+$956.0K)
Filed 2026-11-02
Bonfire Financial
INCREASED
Shares22,160 from 21,735
Change+425 (+2%)
Value$4.8M (+$51.6K)
Filed 2026-11-06
MSH Capital Advisors LLC
DECREASED
Shares22,093 from 22,456
Change-363 (-2%)
Value$4.8M (-$119.9K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares22,088 from 21,925
Change+163 (+1%)
Value$4.8M (-$5.5K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares21,904 from 21,908
Change-4 (0%)
Value$4.7M (-$41.4K)
Filed 2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED
Shares21,858 from 21,359
Change+499 (+2%)
Value$4.7M (+$68.4K)
Filed 2026-10-29
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares21,849 from 21,890
Change-41 (0%)
Value$4.7M (-$49.4K)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares21,775
Change+21,775
Value$4.7M
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares21,750 from 18,915
Change+2,835 (+15%)
Value$4.8M (+$721.6K)
Filed 2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares21,700 from 22,500
Change-800 (-4%)
Value$4.7M (-$214.5K)
Filed 2026-10-22
Kroeger Financial Partners
DECREASED
Shares21,640 from 22,068
Change-428 (-2%)
Value$4.7M (-$133.3K)
Filed 2026-10-19
Parsons Capital Management Inc
INCREASED
Shares21,592 from 21,161
Change+431 (+2%)
Value$4.7M (+$54.0K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
NEW
Shares21,490
Change+21,490
Value$4.6M
Filed 2026-10-28
Amicus Financial Advisors, LLC
INCREASED
Shares21,477 from 21,323
Change+154 (+1%)
Value$4.6M (-$6.1K)
Filed 2026-11-03
Calder Financial LLC
DECREASED
Shares21,474 from 22,378
Change-904 (-4%)
Value$4.6M (-$236.9K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares21,373 from 21,681
Change-308 (-1%)
Value$4.6M (-$106.7K)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
INCREASED
Shares21,103 from 18,893
Change+2,210 (+12%)
Value$4.6M (+$442.6K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares21,075
Change+21,075
Value$4.8K
Filed 2026-11-03
Chemistry Wealth Management LLC
DECREASED
Shares21,067 from 21,105
Change-38 (0%)
Value$4.6M (-$47.2K)
Filed 2026-10-16
Bernardo Wealth Planning LLC
INCREASED
Shares20,852 from 10,622
Change+10,230 (+96%)
Value$4.5M (+$2.2M)
Filed 2026-10-23
Carnegie Investment Counsel
DECREASED
Shares20,809 from 21,367
Change-558 (-3%)
Value$4.5M (-$160.1K)
Filed 2026-10-20
Veratis Advisors, Inc.
DECREASED
Shares20,732 from 40,894
Change-20,162 (-49%)
Value$4.5M (-$4.0M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares20,720 from 21,436
Change-716 (-3%)
Value$4.5M (-$194.4K)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares20,709 from 19,385
Change+1,324 (+7%)
Value$4.5M (+$250.2K)
Filed 2026-10-21
Hudson Oak Wealth Advisory LLC
DECREASED
Shares20,665 from 20,970
Change-305 (-1%)
Value$4.5M (-$104.7K)
Filed 2026-10-16
Trinity Financial Advisors LLC
DECREASED
Shares20,614 from 22,635
Change-2,021 (-9%)
Value$4.5M (-$478.6K)
Filed 2026-10-09
Greenleaf Trust
INCREASED
Shares20,587 from 16,122
Change+4,465 (+28%)
Value$4.4M (+$935.0K)
Filed 2026-10-29
Angeles Investment Advisors, LLC
INCREASED
Shares20,559 from 14,573
Change+5,986 (+41%)
Value$4.4M (+$1.3M)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares20,422 from 9,809
Change+10,613 (+108%)
Value$4.4M (+$2.3M)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares20,217 from 18,216
Change+2,001 (+11%)
Value$4.4M (+$398.8K)
Filed 2026-10-19
First Bancorp, Inc
DECREASED
Shares20,196 from 20,219
Change-23 (0%)
Value$4.4M (-$42.4K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares20,117 from 21,452
Change-1,335 (-6%)
Value$4.3M (-$328.1K)
Filed 2026-10-14
Glenview Trust Co
DECREASED
Shares20,105 from 20,804
Change-699 (-3%)
Value$4.3M (-$189.5K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
INCREASED
Shares20,101 from 16,796
Change+3,305 (+20%)
Value$4.3M (+$683.1K)
Filed 2026-10-27
Fjell Capital, LLC
INCREASED
Shares20,098 from 8,793
Change+11,305 (+129%)
Value$4.3M (+$2.4M)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares20,096 from 15,391
Change+4,705 (+31%)
Value$4.3M (+$988.2K)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares20,046 from 20,113
Change-67 (0%)
Value$4.3M (-$51.7K)
Filed 2026-10-28
Triune Financial Partners, LLC
DECREASED
Shares20,041 from 20,451
Change-410 (-2%)
Value$4.3M (-$126.6K)
Filed 2026-11-03
Milestone Investment Advisors LLC
INCREASED
Shares20,027 from 19,912
Change+115 (+1%)
Value$4.3M (-$12.0K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares20,005 from 20,259
Change-254 (-1%)
Value$4.3M (-$87.2K)
Filed 2026-11-02
Harmony Asset Management LLC
INCREASED
Shares19,993 from 16,659
Change+3,334 (+20%)
Value$4.3M (+$689.4K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares19,924 from 19,412
Change+512 (+3%)
Value$4.3M (+$74.7K)
Filed 2026-10-20
United Bank
DECREASED
Shares19,921 from 20,183
Change-262 (-1%)
Value$4.3M (-$94.0K)
Filed 2026-11-06
Advocate Group LLC
INCREASED
Shares19,820 from 13,220
Change+6,600 (+50%)
Value$4.3M (+$1.4M)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED
Shares19,751 from 18,537
Change+1,214 (+7%)
Value$4.3M (+$228.0K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares19,642 from 19,775
Change-133 (-1%)
Value$4.2M (-$65.3K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares19,616 from 19,722
Change-106 (-1%)
Value$4.2M (-$59.3K)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED
Shares19,542 from 19,563
Change-21 (0%)
Value$4.2M (-$40.7K)
Filed 2026-10-21
Old North State Wealth Management, LLC
DECREASED
Shares19,518 from 20,864
Change-1,346 (-6%)
Value$4.2M (-$330.7K)
Filed 2026-10-22
GFS Advisors, LLC
DECREASED
Shares19,461 from 20,282
Change-821 (-4%)
Value$4.2M (-$14.9M)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares19,288 from 19,288
Change0 (0%)
Value$4.2M (-$35.7K)
Filed 2026-10-27
Powerhouse Assets LLC
DECREASED
Shares19,281 from 19,506
Change-225 (-1%)
Value$4.2M (-$84.7K)
Filed 2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares19,185 from 17,553
Change+1,632 (+9%)
Value$4.1M (+$320.2K)
Filed 2026-10-08
Montag A & Associates Inc
DECREASED
Shares19,170 from 19,860
Change-690 (-3%)
Value$4.1M (-$185.8K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares19,052 from 18,333
Change+719 (+4%)
Value$4.3M (+$256.4K)
Filed 2026-10-21
Intergy Private Wealth, LLC
INCREASED
Shares18,964 from 16,785
Change+2,179 (+13%)
Value$4.1M (+$439.8K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares18,816 from 16,193
Change+2,623 (+16%)
Value$4.3M (+$695.8K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares18,794 from 20,366
Change-1,572 (-8%)
Value$4.1M (-$377.4K)
Filed 2026-10-22
Pioneer Wealth Management Group
DECREASED
Shares18,781 from 19,739
Change-958 (-5%)
Value$4.1M (-$243.7K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares18,733 from 11,234
Change+7,499 (+67%)
Value$4.0M (+$1.6M)
Filed 2026-10-26
Segment Wealth Management, LLC
DECREASED
Shares18,680 from 19,500
Change-820 (-4%)
Value$4.0M (-$213.3K)
Filed 2026-10-26
Sheets Smith Wealth Management
UNCHANGED
Shares18,562 from 18,562
Change0 (0%)
Value$4.0M (-$34.3K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares18,545 from 18,916
Change-371 (-2%)
Value$4.0M (-$115.2K)
Filed 2026-11-05
Uptown Financial Advisors LLC
DECREASED
Shares18,467 from 18,712
Change-245 (-1%)
Value$4.0M (-$87.6K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
DECREASED
Shares18,452 from 18,973
Change-521 (-3%)
Value$4.0M (-$147.7K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares18,413 from 18,522
Change-109 (-1%)
Value$4.0M (-$58.0K)
Filed 2026-11-03
Shuttleworth & Co
INCREASED
Shares18,297 from 17,983
Change+314 (+2%)
Value$4.0M (+$34.6K)
Filed 2026-10-30
FCG Investment Co
INCREASED
Shares18,207 from 17,390
Change+817 (+5%)
Value$3.9M (+$144.4K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
DECREASED
Shares18,126 from 18,227
Change-101 (-1%)
Value$3.9M (-$55.4K)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares17,967 from 17,938
Change+29 (+0%)
Value$3.9M (-$26.8K)
Filed 2026-10-22
Infinity Wealth Counsel, LLC
INCREASED
Shares17,711 from 17,006
Change+705 (+4%)
Value$3.8M (+$120.9K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares17,680 from 16,987
Change+693 (+4%)
Value$3.8M (+$118.3K)
Filed 2026-10-23
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares17,673 from 17,673
Change0 (0%)
Value$3.8M (-$32.7K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares17,621
Change+17,621
Value$3.8M
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares17,594 from 19,652
Change-2,058 (-10%)
Value$3.8M (-$481.0K)
Filed 2026-10-29
McMill Wealth Management
INCREASED
Shares17,538 from 11,618
Change+5,920 (+51%)
Value$3.8M (+$1.3M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares17,469 from 16,826
Change+643 (+4%)
Value$3.8M (+$107.7K)
Filed 2026-10-19
Addis & Hill, Inc
UNCHANGED
Shares17,458 from 17,458
Change0 (0%)
Value$3.8M ($0)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares17,437 from 16,990
Change+447 (+3%)
Value$3.8M (+$65.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares17,402 from 17,856
Change-454 (-3%)
Value$3.8M (-$131.1K)
Filed 2026-10-09
Donalies Financial Planning, LLC
DECREASED
Shares17,186 from 17,289
Change-103 (-1%)
Value$3.7M (-$54.2K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares17,123 from 17,598
Change-475 (-3%)
Value$3.7M (-$135.2K)
Filed 2026-10-19
GenWealth Group, Inc.
INCREASED
Shares16,881 from 16,600
Change+281 (+2%)
Value$3.6M (+$30.2K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,833 from 16,748
Change+85 (+1%)
Value$3.6M (+$6.9K)
Filed 2026-11-04
Capstone Wealth Management Group, LLC
DECREASED
Shares16,793 from 49,097
Change-32,304 (-66%)
Value$3.1M (-$7.6M)
Filed 2026-11-05
ATX Financial Planning, LLC
NEW
Shares16,789
Change+16,789
Value$3.6M
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares16,726 from 16,939
Change-213 (-1%)
Value$3.6M (-$77.2K)
Filed 2026-10-19
WoodTrust Financial Corp
DECREASED
Shares16,658 from 17,314
Change-656 (-4%)
Value$3.6K (-$3.8M)
Filed 2026-10-09
Crestwood Advisors Group, LLC
DECREASED
Shares16,577 from 16,619
Change-42 (0%)
Value$3.6M (-$39.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares16,540 from 15,605
Change+935 (+6%)
Value$3.6M (+$173.2K)
Filed 2026-10-27
Taylor Financial Group, Inc.
INCREASED
Shares16,500 from 15,603
Change+897 (+6%)
Value$3.6M (+$165.0K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
DECREASED
Shares16,487 from 16,891
Change-404 (-2%)
Value$3.6M (-$118.5K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares16,471 from 16,837
Change-366 (-2%)
Value$3.6M (-$110.3K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares16,428 from 13,178
Change+3,250 (+25%)
Value$3.5M (+$678.0K)
Filed 2026-11-06
Stage Harbor Financial, LLC
INCREASED
Shares16,337 from 16,322
Change+15 (+0%)
Value$3.5M (-$27.0K)
Filed 2026-11-03
Hilltop National Bank
INCREASED
Shares16,329 from 16,153
Change+176 (+1%)
Value$3.5M (+$8.1K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares16,282 from 14,244
Change+2,038 (+14%)
Value$3.5M (+$414.1K)
Filed 2026-10-15
Fisher Asset Management, LLC
INCREASED
Shares16,195 from 11,421
Change+4,774 (+42%)
Value$3.5M (+$1.0M)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares16,083 from 16,573
Change-490 (-3%)
Value$3.6M (-$55.2K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares16,056 from 14,582
Change+1,474 (+10%)
Value$3.5M (+$291.5K)
Filed 2026-10-29
Gibraltar Capital Management, Inc.
DECREASED
Shares15,901 from 15,958
Change-57 (0%)
Value$3.4M (-$41.8K)
Filed 2026-10-27
Asset Advisory Group, Inc.
INCREASED
Shares15,709 from 11,599
Change+4,110 (+35%)
Value$3.4M (+$866.5K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares15,640 from 15,905
Change-265 (-2%)
Value$3.4M (-$86.6K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
INCREASED
Shares15,638 from 15,226
Change+412 (+3%)
Value$3.4M (+$60.8K)
Filed 2026-10-26
L.K. Benson & Company, P.C.
DECREASED
Shares15,618 from 16,085
Change-467 (-3%)
Value$3.4M (-$130.4K)
Filed 2026-10-23
Pillar Financial Advisors, LLC
DECREASED
Shares15,559 from 15,581
Change-22 (0%)
Value$3.4M (-$33.6K)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares15,550 from 15,616
Change-66 (0%)
Value$3.4M (-$34.6K)
Filed 2026-10-29
Global Trust Wealth Management LLC
INCREASED
Shares15,548 from 15,523
Change+25 (+0%)
Value$3.4M (-$23.3K)
Filed 2026-10-14
Sawgrass Asset Management LLC
DECREASED
Shares15,486 from 17,336
Change-1,850 (-11%)
Value$3.3M (-$431.8K)
Filed 2026-11-03
Evansbrook LLC
INCREASED
Shares15,426 from 14,153
Change+1,273 (+9%)
Value$3.3M (+$249.0K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares15,421 from 13,652
Change+1,769 (+13%)
Value$3.3M (+$357.5K)
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares15,402 from 15,402
Change0 (0%)
Value$3.3M (-$28.5K)
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares15,323 from 15,372
Change-49 (0%)
Value$3.3M (-$38.9K)
Filed 2026-11-05
Kennicott Capital Management LLC
UNCHANGED
Shares15,259 from 15,259
Change0 (0%)
Value$3.3M (-$28.2K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares15,195 from 15,339
Change-144 (-1%)
Value$3.3M (-$59.6K)
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares15,118 from 15,587
Change-469 (-3%)
Value$3.3M (-$130.3K)
Filed 2026-10-27
Howard Wealth Management, LLC
INCREASED
Shares15,091 from 14,920
Change+171 (+1%)
Value$3.3M (+$9.4K)
Filed 2026-10-28
XML Financial, LLC
INCREASED
Shares15,015 from 14,645
Change+370 (+3%)
Value$3.2M (+$52.8K)
Filed 2026-10-29
Avalon Capital Management
INCREASED
Shares14,973 from 13,963
Change+1,010 (+7%)
Value$3.2M (+$192.4K)
Filed 2026-11-04
Princeton Global Asset Management LLC
INCREASED
Shares14,889 from 14,828
Change+61 (+0%)
Value$3.2M (-$14.1K)
Filed 2026-10-21
Forza Wealth Management, LLC
DECREASED
Shares14,837 from 14,982
Change-145 (-1%)
Value$3.2M (-$59.0K)
Filed 2026-10-20
Equity Wealth Partners, LLC
INCREASED
Shares14,808 from 8,782
Change+6,026 (+69%)
Value$3.2M (+$1.3M)
Filed 2026-10-26
Sterling Group Wealth Management, LLC
INCREASED
Shares14,798 from 14,651
Change+147 (+1%)
Value$3.2M (+$4.7K)
Filed 2026-11-03
Strategic Financial Group, LLC
INCREASED
Shares14,789 from 14,750
Change+39 (+0%)
Value$3.2M (-$18.9K)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares14,768 from 11,604
Change+3,164 (+27%)
Value$3.2M (+$662.1K)
Filed 2026-11-03
Narus Financial Partners, LLC
INCREASED
Shares14,756 from 14,127
Change+629 (+4%)
Value$3.2M (+$109.8K)
Filed 2026-10-19
Fermata Advisors, LLC
INCREASED
Shares14,483 from 14,185
Change+298 (+2%)
Value$3.1M (+$38.1K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED
Shares14,481 from 14,604
Change-123 (-1%)
Value$3.1M (-$53.7K)
Filed 2026-10-29
K2 Financial Inc.
DECREASED
Shares14,383 from 14,419
Change-36 (0%)
Value$3.2M (+$20.7K)
Filed 2026-10-26
Welch & Forbes LLC
UNCHANGED
Shares14,278 from 14,278
Change0 (0%)
Value$3.1M (-$26.4K)
Filed 2026-11-04
Livet Wealth, LLC
DECREASED
Shares14,271 from 15,503
Change-1,232 (-8%)
Value$3.1M (-$294.8K)
Filed 2026-10-27
PUREfi Wealth, LLC
NEW
Shares14,182
Change+14,182
Value$3.1M
Filed 2026-10-19
Northwest Wealth Management, LLC
DECREASED
Shares14,024 from 14,059
Change-35 (0%)
Value$3.0M (-$33.5K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
INCREASED
Shares14,019 from 14,012
Change+7 (+0%)
Value$3.0M (-$24.5K)
Filed 2026-11-04
Hegarty Advisors, LLC
INCREASED
Shares13,946 from 9,108
Change+4,838 (+53%)
Value$3.0M (+$1.0M)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares13,862
Change+13,862
Value$3.0M
Filed 2026-10-26
Rasp Wealth Solutions, LLC
INCREASED
Shares13,773 from 13,127
Change+646 (+5%)
Value$3.0M (+$115.5K)
Filed 2026-11-06
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares13,747 from 14,440
Change-693 (-5%)
Value$3.0M (-$176.5K)
Filed 2026-11-04
Shepherd Financial Partners LLC
INCREASED
Shares13,591 from 13,585
Change+6 (+0%)
Value$2.9M (-$23.9K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares13,549 from 9,371
Change+4,178 (+45%)
Value$2.9M (+$885.4K)
Filed 2026-10-22
Opus Financial Solutions LLC
DECREASED
Shares13,531 from 14,143
Change-612 (-4%)
Value$2.9M (-$158.3K)
Filed 2026-11-06
Vertrix Wealth Management, LLC
INCREASED
Shares13,483 from 12,688
Change+795 (+6%)
Value$2.9M (+$148.3K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares13,402 from 13,301
Change+101 (+1%)
Value$2.9M (-$3.0K)
Filed 2026-11-03
ADE, LLC
DECREASED
Shares13,363 from 13,451
Change-88 (-1%)
Value$2.9M (-$43.9K)
Filed 2026-10-29
Alpine Bank Wealth Management
UNCHANGED
Shares13,220 from 13,220
Change0 (0%)
Value$2.9M (-$24.5K)
Filed 2026-10-16
Vilga Financial Planning LLC
DECREASED
Shares13,148 from 13,529
Change-381 (-3%)
Value$2.8M (-$107.4K)
Filed 2026-10-09
Elevated Financial Group LLC
INCREASED
Shares13,093 from 6,439
Change+6,654 (+103%)
Value$2.8M (+$1.4M)
Filed 2026-10-16
Phillip James Consulting Co.
DECREASED
Shares13,048 from 50,815
Change-37,767 (-74%)
Value$2.8M (-$7.6M)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares13,038 from 12,589
Change+449 (+4%)
Value$2.8M (+$73.8K)
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares13,007 from 3,233
Change+9,774 (+302%)
Value$2.8M (+$2.1M)
Filed 2026-11-06
SteelPeak Wealth, LLC
INCREASED
Shares13,000 from 12,822
Change+178 (+1%)
Value$2.8M (+$14.7K)
Filed 2026-10-16
Serenity Investment Advisors
DECREASED
Shares12,990 from 13,016
Change-26 (0%)
Value$2.8M (-$124.1K)
Filed 2026-10-30
Confluence Wealth Services, Inc.
INCREASED
Shares12,976 from 9,572
Change+3,404 (+36%)
Value$2.8M (+$717.9K)
Filed 2026-11-05
American Institute for Advanced Investment Management, LLP
DECREASED
Shares12,936 from 13,003
Change-67 (-1%)
Value$2.8M (-$38.5K)
Filed 2026-11-03
Fiduciary Family Office, LLC
DECREASED
Shares12,807 from 13,260
Change-453 (-3%)
Value$2.8M (-$122.6K)
Filed 2026-11-04
Next Level Private LLC
DECREASED
Shares12,793 from 12,896
Change-103 (-1%)
Value$2.8M (-$46.0K)
Filed 2026-10-20
Atlas Brown,Inc.
DECREASED
Shares12,744 from 12,844
Change-100 (-1%)
Value$2.8M (-$45.3K)
Filed 2026-10-09
Zions Bancorporation, National Association
UNCHANGED
Shares12,713 from 12,713
Change0 (0%)
Value$2.7M (-$23.5K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
DECREASED
Shares12,661 from 13,043
Change-382 (-3%)
Value$2.7M (-$106.5K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
DECREASED
Shares12,498 from 15,372
Change-2,874 (-19%)
Value$2.7M (-$649.3K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares12,493 from 12,163
Change+330 (+3%)
Value$2.7M (+$49.0K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares12,488 from 9,048
Change+3,440 (+38%)
Value$2.7M (+$725.2K)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
INCREASED
Shares12,402 from 11,777
Change+625 (+5%)
Value$2.7M (+$113.1K)
Filed 2026-10-20
Center for Financial Planning, Inc.
INCREASED
Shares12,401 from 11,394
Change+1,007 (+9%)
Value$2.7M (+$196.5K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
INCREASED
Shares12,392 from 11,224
Change+1,168 (+10%)
Value$2.7M (+$231.7K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares12,379 from 12,426
Change-47 (0%)
Value$2.7M (-$33.1K)
Filed 2026-10-23
Capital Squared Financial LLC
DECREASED
Shares12,294 from 12,329
Change-35 (0%)
Value$2.7M (-$30.5K)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares12,120 from 11,875
Change+245 (+2%)
Value$2.6M (+$31.1K)
Filed 2026-10-20
Obsidian CIO, LLC
DECREASED
Shares12,097 from 12,395
Change-298 (-2%)
Value$2.6M (-$87.4K)
Filed 2026-11-05
Asempa Wealth Advisors
INCREASED
Shares12,062 from 11,938
Change+124 (+1%)
Value$2.6M (+$12.2K)
Filed 2026-10-07
RTD Financial Advisors, Inc.
UNCHANGED
Shares12,046 from 12,046
Change0 (0%)
Value$2.6M (-$22.3K)
Filed 2026-10-09
Stone Loft Wealth Management LLC
INCREASED
Shares12,026 from 12,021
Change+5 (+0%)
Value$2.6M (-$15.9K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares11,993 from 10,301
Change+1,692 (+16%)
Value$2.6M (+$346.6K)
Filed 2026-10-29
Accretive Wealth Partners, LLC
DECREASED
Shares11,950 from 14,665
Change-2,715 (-19%)
Value$2.6M (-$613.8K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED
Shares11,913 from 8,167
Change+3,746 (+46%)
Value$2.6M (+$794.3K)
Filed 2026-10-15
Allstreet Capital Advisors LLC
DECREASED
Shares11,892 from 12,077
Change-185 (-2%)
Value$2.6M (-$62.4K)
Filed 2026-11-04
Balboa Wealth Partners
DECREASED
Shares11,854 from 11,865
Change-11 (0%)
Value$2.6M (-$24.4K)
Filed 2026-10-20
Gainline Financial Partners, LLC
INCREASED
Shares11,827 from 10,345
Change+1,482 (+14%)
Value$2.6M (+$301.2K)
Filed 2026-10-15
Greystone Financial Group, LLC
DECREASED
Shares11,730 from 13,850
Change-2,120 (-15%)
Value$2.5M (-$483.8K)
Filed 2026-10-26
Alpha Zero LLC
DECREASED
Shares11,693 from 12,187
Change-494 (-4%)
Value$2.5M (-$140.7K)
Filed 2026-11-06
TME Financial, Inc.
INCREASED
Shares11,565 from 11,364
Change+201 (+2%)
Value$2.5M (+$22.4K)
Filed 2026-10-14
Nikulski Financial, Inc.
DECREASED
Shares11,553 from 12,642
Change-1,089 (-9%)
Value$2.5M (-$258.7K)
Filed 2026-11-06
Lynx Investment Advisory
DECREASED
Shares11,552 from 11,988
Change-436 (-4%)
Value$2.5M (-$116.3K)
Filed 2026-10-27
Evergreen Wealth Management, LLC
DECREASED
Shares11,539 from 11,568
Change-29 (0%)
Value$2.5M (-$27.8K)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED
Shares11,512 from 9,634
Change+1,878 (+19%)
Value$2.5M (+$387.8K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares11,508 from 11,207
Change+301 (+3%)
Value$2.5M (+$44.3K)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares11,483 from 11,536
Change-53 (0%)
Value$2.5M (-$32.8K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares11,445 from 10,654
Change+791 (+7%)
Value$2.5M (+$151.2K)
Filed 2026-10-20
One Day In July LLC
INCREASED
Shares11,445 from 11,380
Change+65 (+1%)
Value$2.5M (-$7.0K)
Filed 2026-10-30
Marotta Asset Management
DECREASED
Shares11,359 from 11,947
Change-588 (-5%)
Value$2.5M (-$142.6K)
Filed 2026-10-02
NBT Bank, N.A.
DECREASED
Shares11,341 from 15,855
Change-4,514 (-28%)
Value$2.5M (-$1.0M)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
INCREASED
Shares11,208 from 10,997
Change+211 (+2%)
Value$2.4M (+$25.2K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares11,181 from 12,377
Change-1,196 (-10%)
Value$2.4M (-$281.4K)
Filed 2026-10-09
Riverchase Wealth Management, LLC
UNCHANGED
Shares11,180 from 11,180
Change0 (0%)
Value$2.4M (-$20.7K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
DECREASED
Shares11,178 from 11,486
Change-308 (-3%)
Value$2.4M (-$87.9K)
Filed 2026-10-21
Verum Partners LLC
INCREASED
Shares11,169 from 10,569
Change+600 (+6%)
Value$2.4M (+$110.1K)
Filed 2026-10-21
Cooke Wealth Management, LLC
INCREASED
Shares11,151 from 10,600
Change+551 (+5%)
Value$2.4M (+$99.5K)
Filed 2026-10-13
Blvd Private Wealth, LLC
INCREASED
Shares11,149 from 9,005
Change+2,144 (+24%)
Value$2.4M (+$446.7K)
Filed 2026-10-14
Integrated Wealth Management
INCREASED
Shares11,144 from 10,691
Change+453 (+4%)
Value$2.4M (+$78.2K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
DECREASED
Shares11,133 from 11,268
Change-135 (-1%)
Value$2.4M (-$50.0K)
Filed 2026-10-09
Nixon Peabody Trust Co
INCREASED
Shares11,114 from 10,893
Change+221 (+2%)
Value$2.4M (+$27.6K)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares11,099 from 11,989
Change-890 (-7%)
Value$2.4M (-$214.5K)
Filed 2026-10-21
RCW Management, LLC
DECREASED
Shares10,965 from 11,101
Change-136 (-1%)
Value$2.4M (-$49.9K)
Filed 2026-10-30
TritonPoint Partners, LLC
DECREASED
Shares10,877 from 13,214
Change-2,337 (-18%)
Value$2.4M (-$529.4K)
Filed 2026-11-05
Squire Investment Management Company, LLC
DECREASED
Shares10,872 from 12,674
Change-1,802 (-14%)
Value$2.3M (-$412.8K)
Filed 2026-11-03
Fulton Bank, N.A.
INCREASED
Shares10,847 from 3,353
Change+7,494 (+224%)
Value$2.3M (+$1.6M)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED
Shares10,771 from 11,080
Change-309 (-3%)
Value$2.3M (-$87.2K)
Filed 2026-10-19
MilWealth Group LLC
DECREASED
Shares10,705 from 11,063
Change-358 (-3%)
Value$2.3M (-$97.8K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares10,674 from 8,007
Change+2,667 (+33%)
Value$2.3M (+$561.5K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares10,665 from 10,705
Change-40 (0%)
Value$2.3M (-$28.5K)
Filed 2026-11-04
Quadrant Capital Group LLC
DECREASED
Shares10,567 from 11,238
Change-671 (-6%)
Value$2.3M (-$117.4K)
Filed 2026-10-20
Arbor Investment Advisors, LLC
DECREASED
Shares10,474 from 12,892
Change-2,418 (-19%)
Value$2.3M (-$546.4K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
INCREASED
Shares10,277 from 10,273
Change+4 (+0%)
Value$2.2M (-$18.2K)
Filed 2026-10-15
Kestra Investment Management, LLC
DECREASED
Shares10,245 from 14,581
Change-4,336 (-30%)
Value$2.2M (-$963.7K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED
Shares10,245 from 11,238
Change-993 (-9%)
Value$2.2M (-$235.4K)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
INCREASED
Shares10,233 from 10,228
Change+5 (+0%)
Value$2.2M (-$17.9K)
Filed 2026-10-23
Rossby Financial, LCC
DECREASED
Shares10,202 from 12,397
Change-2,195 (-18%)
Value$2.2M (-$449.1K)
Filed 2026-11-05
Cdkv Holdings LLC
INCREASED
Shares10,183 from 9,692
Change+491 (+5%)
Value$2.2M (+$88.1K)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares10,168 from 9,674
Change+494 (+5%)
Value$2.2M (+$88.8K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED
Shares10,153 from 4,515
Change+5,638 (+125%)
Value$2.2M (+$1.2M)
Filed 2026-10-08
Sagace Wealth Management LLC
DECREASED
Shares10,107 from 10,206
Change-99 (-1%)
Value$2.2M (-$40.3K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
INCREASED
Shares10,058 from 9,914
Change+144 (+1%)
Value$2.2M (+$12.9K)
Filed 2026-10-19
Wise Wealth Partners
DECREASED
Shares10,044 from 13,533
Change-3,489 (-26%)
Value$2.2M (-$778.9K)
Filed 2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares9,979 from 9,610
Change+369 (+4%)
Value$2.2M (+$62.1K)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares9,959 from 7,924
Change+2,035 (+26%)
Value$2.2M (+$425.1K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED
Shares9,949 from 9,835
Change+114 (+1%)
Value$2.1M (+$6.5K)
Filed 2026-11-02
Guardsman Private Capital Management, Inc.
DECREASED
Shares9,933 from 10,088
Change-155 (-2%)
Value$2.1M (-$52.2K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares9,915 from 10,664
Change-749 (-7%)
Value$2.2M (-$144.7K)
Filed 2026-10-13
Montecito Bank & Trust
INCREASED
Shares9,911 from 9,811
Change+100 (+1%)
Value$2.1M (+$3.5K)
Filed 2026-10-01
Allied Investment Advisors, LLC
INCREASED
Shares9,903 from 8,449
Change+1,454 (+17%)
Value$2.1M (+$298.5K)
Filed 2026-10-13
Washington Trust Co
INCREASED
Shares9,901 from 9,870
Change+31 (+0%)
Value$2.1M (-$11.6K)
Filed 2026-10-22
Apeiron RIA LLC
INCREASED
Shares9,881 from 2,311
Change+7,570 (+328%)
Value$2.1M (+$1.8M)
Filed 2026-10-08
Avestar Capital, LLC
DECREASED
Shares9,803 from 44,530
Change-34,727 (-78%)
Value$2.1M (-$7.6M)
Filed 2026-10-28
Diversified Management Inc
INCREASED
Shares9,773 from 9,740
Change+33 (+0%)
Value$2.1M (-$11.0K)
Filed 2026-10-08
Covenant Asset Management, LLC
DECREASED
Shares9,760 from 10,554
Change-794 (-8%)
Value$2.1M (-$191.0K)
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares9,728 from 4,842
Change+4,886 (+101%)
Value$2.1M (+$1.0M)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares9,605 from 9,381
Change+224 (+2%)
Value$2.1M (+$31.0K)
Filed 2026-10-22
Legacy Advisors, LLC
DECREASED
Shares9,601 from 10,599
Change-998 (-9%)
Value$2.1M (-$235.3K)
Filed 2026-10-19
Advisory Solutions Group, LLC
DECREASED
Shares9,593 from 24,433
Change-14,840 (-61%)
Value$2.1M (-$3.3M)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares9,584 from 9,553
Change+31 (+0%)
Value$2.1M (-$10.8K)
Filed 2026-11-06
Canvas Wealth Advisors, LLC
INCREASED
Shares9,576 from 9,207
Change+369 (+4%)
Value$2.2M (+$185.3K)
Filed 2026-11-02
Cookson Peirce & Co Inc
DECREASED
Shares9,540 from 10,445
Change-905 (-9%)
Value$2.1M (-$214.9K)
Filed 2026-10-30
Tillman Hartley LLC
DECREASED
Shares9,523 from 9,530
Change-7 (0%)
Value$2.1M (-$19.1K)
Filed 2026-11-06
RCS Financial Planning, LLC
DECREASED
Shares9,473 from 12,711
Change-3,238 (-25%)
Value$2.0M (-$723.2K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares9,440 from 9,440
Change0 (0%)
Value$2.0M (-$17.5K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares9,421 from 9,531
Change-110 (-1%)
Value$2.0M (-$41.4K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares9,409 from 7,239
Change+2,170 (+30%)
Value$2.0M (+$455.6K)
Filed 2026-10-28
Rockwood Wealth Management, LLC
INCREASED
Shares9,370 from 8,525
Change+845 (+10%)
Value$2.0M (+$166.8K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares9,294 from 7,457
Change+1,837 (+25%)
Value$2.0M (+$383.1K)
Filed 2026-10-15
Stonehearth Capital Management, LLC
INCREASED
Shares9,225 from 9,076
Change+149 (+2%)
Value$2.0M (+$15.4K)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares9,198 from 7,827
Change+1,371 (+18%)
Value$2.0M (+$281.8K)
Filed 2026-11-05
Retirement Guys Formula LLC
INCREASED
Shares9,121 from 9,099
Change+22 (+0%)
Value$1.9M (-$124.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares9,111 from 9,446
Change-335 (-4%)
Value$2.0M (-$79.1K)
Filed 2026-11-02
Level Wealth Management LLC
UNCHANGED
Shares9,110 from 9,110
Change0 (0%)
Value$2.0M (-$16.9K)
Filed 2026-10-23
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares9,075 from 8,469
Change+606 (+7%)
Value$2.0M (+$115.2K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares9,069 from 8,572
Change+497 (+6%)
Value$2.0M (+$91.7K)
Filed 2026-10-27
John W. Brooker & Co., CPAs
INCREASED
Shares9,061 from 8,670
Change+391 (+5%)
Value$2.0M (+$68.5K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,060 from 9,040
Change+20 (+0%)
Value$2.0M (-$12.4K)
Filed 2026-10-16
Salus Financial Advisors, LLC
DECREASED
Shares9,031 from 9,061
Change-30 (0%)
Value$2.0M (-$23.2K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares9,004 from 8,516
Change+488 (+6%)
Value$1.9M (+$89.7K)
Filed 2026-10-15
Investmark Advisory Group LLC
INCREASED
Shares8,978 from 4,218
Change+4,760 (+113%)
Value$1.9M (+$1.0M)
Filed 2026-10-27
rebel Financial LLC
DECREASED
Shares8,949 from 10,086
Change-1,137 (-11%)
Value$1.9M (-$264.4K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares8,931 from 8,680
Change+251 (+3%)
Value$1.9M (+$38.1K)
Filed 2026-10-29
Guardian Asset Advisors, LLC
INCREASED
Shares8,914 from 8,652
Change+262 (+3%)
Value$1.9M (+$41.4K)
Filed 2026-10-16
Deutsche Bank Ag\
UNCHANGED
Shares8,910 from 8,910
Change0 (0%)
Value$1.9M (-$16.5K)
Filed 2026-11-06
Iowa State Bank
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$1.9M (-$16.4K)
Filed 2026-10-06
Flywheel Private Wealth LLC
INCREASED
Shares8,871 from 8,865
Change+6 (+0%)
Value$1.9M (-$15.2K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares8,823 from 8,216
Change+607 (+7%)
Value$1.9M (+$131.9K)
Filed 2026-11-03
WP Advisors, LLC
INCREASED
Shares8,810 from 7,078
Change+1,732 (+24%)
Value$1.9M (+$361.2K)
Filed 2026-10-22
Arbor Wealth Management Llc\az
INCREASED
Shares8,748 from 8,745
Change+3 (+0%)
Value$1.9M (-$15.6K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares8,745 from 8,064
Change+681 (+8%)
Value$1.9M (+$132.2K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED
Shares8,701 from 8,711
Change-10 (0%)
Value$1.9M (-$18.3K)
Filed 2026-11-05
Seek First Inc.
DECREASED
Shares8,685 from 8,720
Change-35 (0%)
Value$1.9M (-$23.7K)
Filed 2026-10-27
Zinnia Wealth Advisory, LLC
DECREASED
Shares8,660 from 12,092
Change-3,432 (-28%)
Value$1.9M (-$763.9K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
INCREASED
Shares8,627 from 7,487
Change+1,140 (+15%)
Value$1.9M (+$232.6K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED
Shares8,626 from 8,726
Change-100 (-1%)
Value$1.9M (-$15.9K)
Filed 2026-10-23
Bay Capital Advisors, LLC
DECREASED
Shares8,562 from 8,563
Change-1 (0%)
Value$1.9M (-$16.0K)
Filed 2026-10-16
Smith Partners Wealth Management, LLC
DECREASED
Shares8,555 from 11,989
Change-3,434 (-29%)
Value$1.8M (-$764.2K)
Filed 2026-11-05
Englebert Financial Advisers, LLC
INCREASED
Shares8,519 from 8,324
Change+195 (+2%)
Value$1.8M (+$26.7K)
Filed 2026-10-20
Wolff Financial Management LLC
INCREASED
Shares8,514 from 8,387
Change+127 (+2%)
Value$1.8M (+$11.9K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares8,432 from 5,466
Change+2,966 (+54%)
Value$1.8M (+$630.8K)
Filed 2026-10-27
Asset One Wealth Management LLC
DECREASED
Shares8,361 from 8,384
Change-23 (0%)
Value$1.8M (-$16.8K)
Filed 2026-11-02
Roffman Miller Associates Inc
DECREASED
Shares8,243 from 8,918
Change-675 (-8%)
Value$1.8M (-$162.4K)
Filed 2026-10-19
Astra Wealth Partners LLC
DECREASED
Shares8,242 from 8,429
Change-187 (-2%)
Value$1.8M (-$56.0K)
Filed 2026-11-06
Columbus Macro, LLC
INCREASED
Shares8,205 from 8,167
Change+38 (+0%)
Value$1.8M (-$6.9K)
Filed 2026-10-14
Sfam, LLC
DECREASED
Shares8,199 from 9,220
Change-1,021 (-11%)
Value$1.8M (-$237.8K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
DECREASED
Shares8,134 from 8,148
Change-14 (0%)
Value$1.8M (-$18.1K)
Filed 2026-10-14
New England Private Wealth Advisors LLC
INCREASED
Shares8,106 from 8,092
Change+14 (+0%)
Value$1.8M (-$36.8K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares8,082 from 8,058
Change+24 (+0%)
Value$1.7M (-$9.8K)
Filed 2026-10-27
RS Crum Inc.
UNCHANGED
Shares8,025 from 8,025
Change0 (0%)
Value$1.7M (-$14.8K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares8,013 from 7,980
Change+33 (+0%)
Value$1.7M (-$7.6K)
Filed 2026-11-03
True Private Wealth Advisors
UNCHANGED
Shares7,998 from 7,998
Change0 (0%)
Value$1.7M (-$14.6K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares7,969 from 8,179
Change-210 (-3%)
Value$1.7M (-$91.2K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares7,938 from 7,758
Change+180 (+2%)
Value$1.7M (+$24.5K)
Filed 2026-11-03
Helium Advisors LLC
INCREASED
Shares7,921 from 7,885
Change+36 (+0%)
Value$1.7M (-$6.6K)
Filed 2026-10-23
Destiny Wealth Partners, LLC
INCREASED
Shares7,896 from 1,021
Change+6,875 (+673%)
Value$1.8M (+$1.6M)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares7,892 from 78,791
Change-70,899 (-90%)
Value$1.7M (-$15.5M)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares7,863 from 8,362
Change-499 (-6%)
Value$1.7M (-$123.3K)
Filed 2026-10-30
BOS Asset Management, LLC
DECREASED
Shares7,854 from 10,410
Change-2,556 (-25%)
Value$1.7M (-$571.6K)
Filed 2026-10-09
Wesbanco Bank Inc
DECREASED
Shares7,844 from 8,334
Change-490 (-6%)
Value$1.7M (-$121.3K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares7,833 from 7,468
Change+365 (+5%)
Value$1.7M (+$78.6K)
Filed 2026-10-19
Geneva Partners, LLC
DECREASED
Shares7,826 from 7,851
Change-25 (0%)
Value$1.7M (-$19.8K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED
Shares7,781 from 8,238
Change-457 (-6%)
Value$1.7M (-$113.9K)
Filed 2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED
Shares7,762 from 7,762
Change0 (0%)
Value$1.7M (-$14.4K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
DECREASED
Shares7,723 from 8,001
Change-278 (-3%)
Value$1.7M (-$74.8K)
Filed 2026-11-03
Michels Family Financial, LLC
DECREASED
Shares7,720 from 8,131
Change-411 (-5%)
Value$1.7M (-$103.8K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares7,705 from 7,717
Change-12 (0%)
Value$1.7M (-$16.8K)
Filed 2026-10-15
Index Fund Advisors, Inc.
DECREASED
Shares7,702 from 7,708
Change-6 (0%)
Value$1.7M (-$15.6K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares7,675 from 8,272
Change-597 (-7%)
Value$1.7M (-$144.2K)
Filed 2026-10-13
Capital Management Associates, Inc
DECREASED
Shares7,628 from 7,654
Change-26 (0%)
Value$1.6M (-$19.8K)
Filed 2026-10-20
Chatham Capital Group, Inc.
UNCHANGED
Shares7,563 from 7,563
Change0 (0%)
Value$1.6M (-$14.0K)
Filed 2026-10-16
Community Trust & Investment Co
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$1.6M (-$13.9K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares7,497 from 7,525
Change-28 (0%)
Value$1.6M (-$20.1K)
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares7,490 from 7,443
Change+47 (+1%)
Value$1.6M (-$3.7K)
Filed 2026-10-30
Sageworth Trust Co of South Dakota
DECREASED
Shares7,413 from 8,671
Change-1,258 (-15%)
Value$1.6M (-$287.9K)
Filed 2026-10-30
Charis Legacy Partners, LLC
INCREASED
Shares7,383 from 7,320
Change+63 (+1%)
Value$1.6M (+$7)
Filed 2026-10-22
Carl P. Sherr & Co., LLC
INCREASED
Shares7,378 from 7,070
Change+308 (+4%)
Value$1.6M (+$53.5K)
Filed 2026-11-06
Mraz, Amerine & Associates, Inc.
INCREASED
Shares7,328 from 5,716
Change+1,612 (+28%)
Value$1.6M (+$337.8K)
Filed 2026-10-30
May Hill Capital, LLC
INCREASED
Shares7,325 from 7,321
Change+4 (+0%)
Value$1.6M (-$12.7K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares7,323 from 6,871
Change+452 (+7%)
Value$1.6M (+$89.4K)
Filed 2026-10-20
Obermeyer Wealth Partners
DECREASED
Shares7,311 from 7,369
Change-58 (-1%)
Value$1.6M (-$26.2K)
Filed 2026-10-21
Archer Investment Management, LLC
DECREASED
Shares7,281 from 8,506
Change-1,225 (-14%)
Value$1.6M (-$280.4K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares7,275 from 7,181
Change+94 (+1%)
Value$1.6M (+$7.0K)
Filed 2026-10-07
Freedom Financial Partners LLC
INCREASED
Shares7,271 from 7,256
Change+15 (+0%)
Value$1.6M (-$10.1K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares7,270 from 7,189
Change+81 (+1%)
Value$1.6M (+$4.2K)
Filed 2026-10-07
Cohen Investment Advisors LLC
DECREASED
Shares7,265 from 7,297
Change-32 (0%)
Value$1.6M (-$20.4K)
Filed 2026-10-20
Forum Financial Management, LP
INCREASED
Shares7,127 from 5,909
Change+1,218 (+21%)
Value$1.5M (+$252.2K)
Filed 2026-10-16
LMG Wealth Partners, LLC
INCREASED
Shares7,122 from 3,831
Change+3,291 (+86%)
Value$1.5M (+$704.0K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
DECREASED
Shares7,088 from 9,459
Change-2,371 (-25%)
Value$1.6M (-$455.6K)
Filed 2026-10-30
CRA Financial Services, LLC
INCREASED
Shares7,077 from 6,939
Change+138 (+2%)
Value$1.5M (+$17.0K)
Filed 2026-10-16
Journey Advisory Group, LLC
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$1.5M (-$13.1K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$1.6M (+$71.1K)
Filed 2026-11-04
Richmond Investment Services, LLC
INCREASED
Shares7,018 from 5,125
Change+1,893 (+37%)
Value$1.5M (+$399.6K)
Filed 2026-10-29
Sima Wealth Partners, LLC
UNCHANGED
Shares7,016 from 7,016
Change0 (0%)
Value$1.5M (-$13.0K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares7,004 from 6,981
Change+23 (+0%)
Value$1.5M (-$8.0K)
Filed 2026-10-27
Baker Boyer National Bank
DECREASED
Shares6,987 from 7,418
Change-431 (-6%)
Value$1.5M (-$106.9K)
Filed 2026-11-05
Essex LLC
DECREASED
Shares6,981 from 6,993
Change-12 (0%)
Value$1.5M (-$15.5K)
Filed 2026-10-14
True Link Financial Advisors, LLC
DECREASED
Shares6,969 from 7,016
Change-47 (-1%)
Value$1.5M (-$23.1K)
Filed 2026-10-27
Finward Bancorp
DECREASED
Shares6,946 from 7,291
Change-345 (-5%)
Value$1.5M (-$88.0K)
Filed 2026-10-14
Summit Investment Advisory Services, LLC
INCREASED
Shares6,927 from 6,921
Change+6 (+0%)
Value$1.5M (-$11.5K)
Filed 2026-11-03
Midwest Financial Group LLC
INCREASED
Shares6,898 from 6,895
Change+3 (+0%)
Value$1.5M (-$11.9K)
Filed 2026-10-15
Fairman Group, LLC
INCREASED
Shares6,875 from 6,859
Change+16 (+0%)
Value$1.5M (-$9.1K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
INCREASED
Shares6,869 from 6,847
Change+22 (+0%)
Value$1.5M (-$7.9K)
Filed 2026-10-21
Clarity Retirement & Wealth, LLC
DECREASED
Shares6,857 from 6,938
Change-81 (-1%)
Value$1.5M (-$30.3K)
Filed 2026-11-04
Hudock, Inc.
INCREASED
Shares6,816 from 5,898
Change+918 (+16%)
Value$1.5M (+$187.5K)
Filed 2026-10-14
Ted Buchan & Co
DECREASED
Shares6,812 from 6,984
Change-172 (-2%)
Value$1.5M (-$49.9K)
Filed 2026-10-23
Burns J W & Co Inc
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$1.5M (-$12.6K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
DECREASED
Shares6,778 from 9,991
Change-3,213 (-32%)
Value$1.4M (-$701.1K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares6,706 from 4,817
Change+1,889 (+39%)
Value$1.4M (+$399.3K)
Filed 2026-10-28
Norden Group LLC
UNCHANGED
Shares6,682 from 6,682
Change0 (0%)
Value$1.4M (-$12.4K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,661 from 6,661
Change0 (0%)
Value$1.4M (-$12.3K)
Filed 2026-10-21
Gladwyn Financial Advisors, Inc.
INCREASED
Shares6,611 from 6,600
Change+11 (+0%)
Value$1.4M (-$9.8K)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
INCREASED
Shares6,545 from 5,770
Change+775 (+13%)
Value$1.4M (+$156.7K)
Filed 2026-11-05
Platform Technology Partners
INCREASED
Shares6,541 from 6,538
Change+3 (+0%)
Value$1.4M (-$11.6K)
Filed 2026-11-02
InvesTrust
INCREASED
Shares6,539 from 6,057
Change+482 (+8%)
Value$1.4M (+$92.9K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares6,529 from 6,480
Change+49 (+1%)
Value$1.4M (-$1.6K)
Filed 2026-11-04
Wisconsin Wealth Advisors, LLC
INCREASED
Shares6,524 from 2,366
Change+4,158 (+176%)
Value$1.4M (+$894.1K)
Filed 2026-10-08
GuidedMoney, LLC
UNCHANGED
Shares6,511 from 6,511
Change0 (0%)
Value$1.4M (-$12.0K)
Filed 2026-10-29
Precedent Wealth Partners, LLC
INCREASED
Shares6,502 from 5,232
Change+1,270 (+24%)
Value$1.4M (+$264.9K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares6,481 from 6,380
Change+101 (+2%)
Value$1.4M (+$9.9K)
Filed 2026-10-22
Briggs Wealth Management, Inc
INCREASED
Shares6,428 from 4,874
Change+1,554 (+32%)
Value$1.4M (+$326.8K)
Filed 2026-10-26
Pecaut & Co.
DECREASED
Shares6,416 from 6,454
Change-38 (-1%)
Value$1.4M (-$20.2K)
Filed 2026-10-27
Aspen Wealth Management LLC
INCREASED
Shares6,395 from 6,368
Change+27 (+0%)
Value$1.4M (-$5.8K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares6,390 from 7,932
Change-1,542 (-19%)
Value$1.4M (-$347.7K)
Filed 2026-11-03
Colorado Capital Management, Inc.
INCREASED
Shares6,366 from 4,494
Change+1,872 (+42%)
Value$1.4K (+$397)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares6,304 from 3,941
Change+2,363 (+60%)
Value$1.4M (+$503.4K)
Filed 2026-11-02
Howland Capital Management LLC
INCREASED
Shares6,296 from 4,692
Change+1,604 (+34%)
Value$1.4M (+$337.9K)
Filed 2026-10-22
Salem Investment Counselors Inc
INCREASED
Shares6,269 from 3,446
Change+2,823 (+82%)
Value$1.4M (+$603.6K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares6,262 from 6,628
Change-366 (-6%)
Value$1.4M (-$91.3K)
Filed 2026-10-15
Selective Wealth Management, Inc.
DECREASED
Shares6,254 from 6,331
Change-77 (-1%)
Value$1.4M (+$14.7K)
Filed 2026-10-16
Murphy Pohlad Asset Management LLC
INCREASED
Shares6,246 from 5,781
Change+465 (+8%)
Value$1.3M (+$89.8K)
Filed 2026-10-22
Smith Asset Management Co., LLC
INCREASED
Shares6,229 from 5,071
Change+1,158 (+23%)
Value$1.3M (+$241.0K)
Filed 2026-10-16
Woodside Wealth Management LLC
INCREASED
Shares6,219 from 6,203
Change+16 (+0%)
Value$1.3M (-$8.0K)
Filed 2026-10-16
Entrewealth, LLC
INCREASED
Shares6,205 from 6,202
Change+3 (+0%)
Value$1.3M (-$44.8K)
Filed 2026-10-14
Gerber, LLC
INCREASED
Shares6,203 from 6,200
Change+3 (+0%)
Value$1.3M (-$10.8K)
Filed 2026-10-21
Good Harbor Advisors, Inc.
INCREASED
Shares6,194 from 5,993
Change+201 (+3%)
Value$1.3M (+$32.2K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
DECREASED
Shares6,160 from 6,195
Change-35 (-1%)
Value$1.3M (-$19.0K)
Filed 2026-10-26
Wealth Management Partners, LLC
DECREASED
Shares6,155 from 6,290
Change-135 (-2%)
Value$1.3M (-$40.8K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares6,151 from 5,726
Change+425 (+7%)
Value$1.3M (+$81.2K)
Filed 2026-10-16
Vaughan David Investments LLC
INCREASED
Shares6,108 from 6,102
Change+6 (+0%)
Value$1.3K (-$1.3M)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares6,098 from 4,592
Change+1,506 (+33%)
Value$1.3M (+$316.9K)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares6,053 from 6,053
Change0 (0%)
Value$1.3M (-$11.2K)
Filed 2026-10-13
Johnson Financial Group, LLC
UNCHANGED
Shares6,032 from 6,032
Change0 (0%)
Value$1.3M (-$11.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares5,991 from 5,984
Change+7 (+0%)
Value$1.3M (-$9.6K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
INCREASED
Shares5,957 from 5,734
Change+223 (+4%)
Value$1.3M (+$37.7K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED
Shares5,943 from 5,889
Change+54 (+1%)
Value$1.3M (+$728)
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares5,914 from 6,445
Change-531 (-8%)
Value$1.3M (-$126.6K)
Filed 2026-10-15
Dara Capital US, Inc.
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$1.3M (-$10.9K)
Filed 2026-10-29
Rede Wealth, LLC
DECREASED
Shares5,814 from 6,349
Change-535 (-8%)
Value$1.3M (-$127.4K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares5,809 from 3,041
Change+2,768 (+91%)
Value$1.3M (+$592.5K)
Filed 2026-10-05
LaFleur & Godfrey LLC
INCREASED
Shares5,797 from 5,487
Change+310 (+6%)
Value$1.3M (+$56.9K)
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares5,792 from 6,198
Change-406 (-7%)
Value$1.3M (-$99.4K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares5,769 from 3,013
Change+2,756 (+91%)
Value$1.2M (+$589.9K)
Filed 2026-10-02
Approach Retirement Advisors, LLC
INCREASED
Shares5,765 from 5,750
Change+15 (+0%)
Value$1.2M (-$7.4K)
Filed 2026-10-22
Ehrlich Financial Group
DECREASED
Shares5,758 from 5,773
Change-15 (0%)
Value$1.2M (-$13.9K)
Filed 2026-10-20
FAI Advisors, Inc.
INCREASED
Shares5,737 from 5,433
Change+304 (+6%)
Value$1.2M (+$55.6K)
Filed 2026-10-27
Encompass Wealth Advisors, LLC
INCREASED
Shares5,720 from 2,860
Change+2,860 (+100%)
Value$1.2M (+$612.7K)
Filed 2026-10-15
TrustBank
INCREASED
Shares5,714 from 5,404
Change+310 (+6%)
Value$1.2M (+$57.0K)
Filed 2026-10-20
Keener Financial Planning LLC
DECREASED
Shares5,708 from 5,901
Change-193 (-3%)
Value$1.2M (-$52.6K)
Filed 2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED
Shares5,677 from 6,035
Change-358 (-6%)
Value$1.2M (-$88.6K)
Filed 2026-10-19
Independent Wealth Advisors LLC
DECREASED
Shares5,640 from 5,747
Change-107 (-2%)
Value$1.2M (-$33.8K)
Filed 2026-10-27
Purkiss Capital Advisors LLC
DECREASED
Shares5,637 from 5,916
Change-279 (-5%)
Value$1.2M (-$71.2K)
Filed 2026-11-06
Ballast Financial Advisors LLC
INCREASED
Shares5,625 from 5,409
Change+216 (+4%)
Value$1.2M (+$36.7K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares5,624 from 5,624
Change0 (0%)
Value$1.2M (-$7.3K)
Filed 2026-10-09
Bull Oak Capital, LLC
UNCHANGED
Shares5,606 from 5,606
Change0 (0%)
Value$1.2M (-$10.4K)
Filed 2026-10-23
BigSur Wealth Management LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$1.2M (-$10.4K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares5,572 from 5,600
Change-28 (0%)
Value$1.2M (-$16.4K)
Filed 2026-10-15
Texas Bank & Trust Co
DECREASED
Shares5,568 from 5,618
Change-50 (-1%)
Value$1.2M (-$21.2K)
Filed 2026-11-04
Cornerstone Enterprises, LLC
NEW
Shares5,556
Change+5,556
Value$1.2M
Filed 2026-10-15
LAM Group, Inc.
DECREASED
Shares5,549 from 5,599
Change-50 (-1%)
Value$1.2M (-$21.2K)
Filed 2026-10-26
First National Trust Co
INCREASED
Shares5,517 from 5,317
Change+200 (+4%)
Value$1.2M (+$33.4K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,486 from 5,601
Change-115 (-2%)
Value$1.2M (-$35.3K)
Filed 2026-10-23
Ariston Services Group
DECREASED
Shares5,438 from 5,460
Change-22 (0%)
Value$1.2M (-$14.9K)
Filed 2026-10-16
Lotus Asset Management LLC
INCREASED
Shares5,424 from 5,404
Change+20 (+0%)
Value$1.2M (-$5.9K)
Filed 2026-10-14
Cannon Financial Strategists, Inc.
DECREASED
Shares5,417 from 5,631
Change-214 (-4%)
Value$1.2M (-$56.8K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares5,417 from 5,237
Change+180 (+3%)
Value$1.2M (+$36.5K)
Filed 2026-10-16
Western Reserve Capital Management, LLC
DECREASED
Shares5,412 from 5,440
Change-28 (-1%)
Value$1.2M (-$16.1K)
Filed 2026-10-14
Creekside Partners
INCREASED
Shares5,386 from 5,381
Change+5 (+0%)
Value$1.2M (-$8.8K)
Filed 2026-11-04
Roman Butler Fullerton & Co
DECREASED
Shares5,384 from 5,415
Change-31 (-1%)
Value$1.2M (+$8.6K)
Filed 2026-10-27
Mission Financial Group, LLC
DECREASED
Shares5,383 from 5,659
Change-276 (-5%)
Value$1.2M (-$70.2K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,368 from 4,856
Change+512 (+11%)
Value$1.2M (+$101.6K)
Filed 2026-10-16
Nestegg Advisors, Inc.
INCREASED
Shares5,363 from 2,733
Change+2,630 (+96%)
Value$1.2M (+$563.0K)
Filed 2026-10-21
Peoples Bank
INCREASED
Shares5,343 from 3,947
Change+1,396 (+35%)
Value$1.2M (+$294.3K)
Filed 2026-10-26
Accredited Investor Services, LLC
INCREASED
Shares5,331 from 4,023
Change+1,308 (+33%)
Value$1.2M (+$275.2K)
Filed 2026-10-22
Armbruster Capital Management, Inc.
DECREASED
Shares5,320 from 5,387
Change-67 (-1%)
Value$1.1M (-$24.4K)
Filed 2026-10-19
Welch Group, LLC
INCREASED
Shares5,299 from 1,948
Change+3,351 (+172%)
Value$1.1M (+$720.5K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,292 from 5,215
Change+77 (+1%)
Value$1.1M (+$7.1K)
Filed 2026-10-16
626 Financial, LLC
UNCHANGED
Shares5,287 from 5,287
Change0 (0%)
Value$1.1M (-$9.8K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
INCREASED
Shares5,230 from 4,140
Change+1,090 (+26%)
Value$1.1M (+$227.9K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares5,229 from 5,229
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares5,213 from 4,704
Change+509 (+11%)
Value$1.1M (+$101.3K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares5,196 from 5,170
Change+26 (+1%)
Value$1.1M (-$3.8K)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares5,150 from 5,112
Change+38 (+1%)
Value$1.1M (-$1.3K)
Filed 2026-10-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares5,137 from 5,179
Change-42 (-1%)
Value$1.1M (-$18.7K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
UNCHANGED
Shares5,122 from 5,122
Change0 (0%)
Value$1.1M (-$9.5K)
Filed 2026-11-02
Aurelius Family Office LLC
DECREASED
Shares5,108 from 5,109
Change-1 (0%)
Value$1.1M (-$9.8K)
Filed 2026-10-23
TFB Advisors LLC
DECREASED
Shares5,104 from 5,198
Change-94 (-2%)
Value$1.1M (-$29.9K)
Filed 2026-11-02
Peak Financial Management, Inc.
INCREASED
Shares5,096 from 5,070
Change+26 (+1%)
Value$1.1M (-$3.9K)
Filed 2026-10-16
Portland Financial Advisors Inc
INCREASED
Shares5,067 from 3,909
Change+1,158 (+30%)
Value$1.1M (+$243.0K)
Filed 2026-10-26
Elmwood Wealth Management, Inc.
INCREASED
Shares5,067 from 3,940
Change+1,127 (+29%)
Value$1.1M (+$236.3K)
Filed 2026-10-14
TrustWell Financial Advisors, LLC
UNCHANGED
Shares5,067 from 5,067
Change0 (0%)
Value$1.1M (-$9.4K)
Filed 2026-10-15
Anchyra Partners LLC
UNCHANGED
Shares5,062 from 5,062
Change0 (0%)
Value$1.1M (-$9.4K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares5,045 from 6,316
Change-1,271 (-20%)
Value$1.1M (-$286.3K)
Filed 2026-10-28
Gould Asset Management LLC
DECREASED
Shares5,029 from 5,353
Change-324 (-6%)
Value$1.1M (-$80.0K)
Filed 2026-11-06
Heritage Investment Group, Inc.
INCREASED
Shares5,002 from 4,999
Change+3 (+0%)
Value$1.1M (-$8.5K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
DECREASED
Shares4,995 from 5,050
Change-55 (-1%)
Value$1.1M (-$21.2K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
DECREASED
Shares4,985 from 4,994
Change-9 (0%)
Value$1.1M (-$11.2K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares4,974 from 4,969
Change+5 (+0%)
Value$1.1M (-$8.2K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,971
Change+4,971
Value$1.1M
Filed 2026-10-16
Nilsine Partners, LLC
NEW
Shares4,970
Change+4,970
Value$1.1M
Filed 2026-11-02
Longview Financial Advisors, Inc.
DECREASED
Shares4,960 from 5,158
Change-198 (-4%)
Value$1.1M (-$52.2K)
Filed 2026-10-09
Plancorp, LLC
INCREASED
Shares4,959 from 4,717
Change+242 (+5%)
Value$1.1M (+$96.0K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares4,944 from 4,833
Change+111 (+2%)
Value$1.1M (+$32.7K)
Filed 2026-10-09
Corda Investment Management, Llc.
DECREASED
Shares4,942 from 5,107
Change-165 (-3%)
Value$1.1M (-$45.0K)
Filed 2026-10-22
Strategic Equity Management
DECREASED
Shares4,926 from 61,205
Change-56,279 (-92%)
Value$1.1M (-$12.3M)
Filed 2026-11-04
National Wealth Management Group, LLC
DECREASED
Shares4,915 from 5,263
Change-348 (-7%)
Value$1.1M (-$84.9K)
Filed 2026-10-26
CWC Advisors, Llc.
DECREASED
Shares4,906 from 5,221
Change-315 (-6%)
Value$1.1M (-$77.7K)
Filed 2026-10-15
Northland Securities, Inc.
INCREASED
Shares4,883 from 4,641
Change+242 (+5%)
Value$1.1M (+$43.7K)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares4,869 from 4,633
Change+236 (+5%)
Value$1.1M (+$42.4K)
Filed 2026-11-03
RF&L Wealth Management, LLC
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$1.1M (-$9.0K)
Filed 2026-10-20
Winebrenner Capital Management LLC
DECREASED
Shares4,858 from 4,938
Change-80 (-2%)
Value$1.1M (-$26.1K)
Filed 2026-10-07
Verity Asset Management, Inc.
INCREASED
Shares4,837 from 4,489
Change+348 (+8%)
Value$1.0M (+$67.1K)
Filed 2026-10-30
Fairvoy Private Wealth, LLC
INCREASED
Shares4,803 from 1,974
Change+2,829 (+143%)
Value$1.0M (+$607.6K)
Filed 2026-10-19
Harpswell Capital Advisors, LLC
INCREASED
Shares4,775 from 4,425
Change+350 (+8%)
Value$1.0M (+$67.4K)
Filed 2026-10-09
Independent Wealth Network Inc.
INCREASED
Shares4,763 from 4,395
Change+368 (+8%)
Value$1.0M (+$71.4K)
Filed 2026-10-19
Eagle Global Advisors LLC
INCREASED
Shares4,738 from 4,593
Change+145 (+3%)
Value$1.0M (+$22.8K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$1.0M (-$8.7K)
Filed 2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED
Shares4,684 from 4,729
Change-45 (-1%)
Value$1.0M (-$17.9K)
Filed 2026-11-06
tru Independence LLC
INCREASED
Shares4,680 from 4,662
Change+18 (+0%)
Value$1.0M (-$4.8K)
Filed 2026-10-20
Southland Equity Partners LLC
DECREASED
Shares4,663 from 4,684
Change-21 (0%)
Value$1.0M (-$13.1K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,633 from 4,734
Change-101 (-2%)
Value$1.0M (-$30.6K)
Filed 2026-10-05
Odyssey Capital Advisors, Inc.
DECREASED
Shares4,624 from 4,716
Change-92 (-2%)
Value$999.0K (-$28.6K)
Filed 2026-10-26
Innovative Wealth Building LLC
INCREASED
Shares4,615 from 1,972
Change+2,643 (+134%)
Value$997.2K (+$567.5K)
Filed 2026-10-14
Baron Wealth Management LLC
INCREASED
Shares4,589 from 4,573
Change+16 (+0%)
Value$991.6K (-$5.0K)
Filed 2026-10-27
Asset Management One Co., Ltd.
INCREASED
Shares4,564 from 3,072
Change+1,492 (+49%)
Value$986.2K (+$316.7K)
Filed 2026-10-27
Peak Wealth Management LLC
INCREASED
Shares4,561 from 998
Change+3,563 (+357%)
Value$1.0M (+$806.5K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares4,547 from 4,845
Change-298 (-6%)
Value$982.5K (-$73.4K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares4,500 from 4,554
Change-54 (-1%)
Value$972.4K (-$20.1K)
Filed 2026-11-02
Arsenal Capital Advisors LLC
INCREASED
Shares4,491 from 4,490
Change+1 (+0%)
Value$970.4K (-$8.1K)
Filed 2026-11-02
Curtis Advisory Group, LLC
DECREASED
Shares4,480 from 4,523
Change-43 (-1%)
Value$968.0K (-$17.7K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares4,470 from 1,588
Change+2,882 (+181%)
Value$965.9K (+$619.8K)
Filed 2026-10-22
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares4,447 from 4,372
Change+75 (+2%)
Value$961.0K (+$8.1K)
Filed 2026-11-03
OFC Financial Planning, LLC
DECREASED
Shares4,439 from 4,552
Change-113 (-2%)
Value$959.2K (-$32.8K)
Filed 2026-11-06
Carolina Wealth Management Inc
DECREASED
Shares4,432 from 4,694
Change-262 (-6%)
Value$957.8K (-$65.2K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
DECREASED
Shares4,422 from 4,492
Change-70 (-2%)
Value$956.1K (-$23.4K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares4,413 from 2,549
Change+1,864 (+73%)
Value$953.6K (+$398.1K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED
Shares4,411 from 4,380
Change+31 (+1%)
Value$953.0K (-$1.5K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
INCREASED
Shares4,408 from 4,144
Change+264 (+6%)
Value$952.8K (+$49.5K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares4,401 from 4,401
Change0 (0%)
Value$951.1K (-$8.1K)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares4,393 from 4,239
Change+154 (+4%)
Value$949.2K (+$25.4K)
Filed 2026-11-05
Waterfront Wealth Inc.
DECREASED
Shares4,391 from 4,611
Change-220 (-5%)
Value$984.8K (-$25.8K)
Filed 2026-11-03
Outbound Financial Inc
UNCHANGED
Shares4,381 from 4,381
Change0 (0%)
Value$946.6K (-$8.1K)
Filed 2026-10-13
O'Connor Financial Group LLC
DECREASED
Shares4,358 from 4,670
Change-312 (-7%)
Value$941.7K (-$76.0K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares4,337 from 3,466
Change+871 (+25%)
Value$938.0K (+$182.6K)
Filed 2026-11-02
Sutton Place Investors LLC
DECREASED
Shares4,331 from 4,479
Change-148 (-3%)
Value$935.9K (-$40.2K)
Filed 2026-10-20
MW Advisory, LLC
DECREASED
Shares4,330 from 14,440
Change-10,110 (-70%)
Value$935.6K (-$2.2M)
Filed 2026-10-19
Barry Investment Advisors, LLC
DECREASED
Shares4,302 from 4,494
Change-192 (-4%)
Value$929.6K (-$49.9K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares4,301 from 2,438
Change+1,863 (+76%)
Value$929.4K (+$398.0K)
Filed 2026-11-05
Ashford Advisors, LLC
UNCHANGED
Shares4,293 from 4,293
Change0 (0%)
Value$927.6K (-$7.9K)
Filed 2026-11-02
SpringVest Wealth Management LLC
INCREASED
Shares4,289 from 3,900
Change+389 (+10%)
Value$926.8K (+$76.8K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
INCREASED
Shares4,289 from 4,233
Change+56 (+1%)
Value$926.8K (+$4.3K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,282 from 3,098
Change+1,184 (+38%)
Value$925.3K (+$250.1K)
Filed 2026-10-29
Guardian Capital, LLC
DECREASED
Shares4,265 from 5,176
Change-911 (-18%)
Value$921.7K (-$206.2K)
Filed 2026-11-06
Red Spruce Capital, LLC
INCREASED
Shares4,255 from 3,956
Change+299 (+8%)
Value$919.4K (+$57.3K)
Filed 2026-10-07
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$914.0K (-$7.8K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares4,206 from 2,622
Change+1,584 (+60%)
Value$908.8K (+$337.5K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares4,200 from 4,180
Change+20 (+0%)
Value$907.5K (-$3.5K)
Filed 2026-10-26
Diligent Investors, LLC
UNCHANGED
Shares4,198 from 4,198
Change0 (0%)
Value$907.1K (-$7.8K)
Filed 2026-10-21
Foundation Wealth Management, Llc\pa
DECREASED
Shares4,175 from 4,318
Change-143 (-3%)
Value$902.1K (-$38.9K)
Filed 2026-10-14
Lincoln Capital LLC
INCREASED
Shares4,160 from 4,118
Change+42 (+1%)
Value$899.1K (+$1.6K)
Filed 2026-10-09
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares4,105 from 7,070
Change-2,965 (-42%)
Value$887.0K (-$653.8K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
INCREASED
Shares4,103 from 1,845
Change+2,258 (+122%)
Value$886.5K (+$484.5K)
Filed 2026-10-16
AMG Asset Management Group, Inc.
DECREASED
Shares4,093 from 4,724
Change-631 (-13%)
Value$884.4K (-$145.1K)
Filed 2026-10-21
Keystone Financial Group, Inc.
INCREASED
Shares4,092 from 4,083
Change+9 (+0%)
Value$884.2K (-$5.6K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,081 from 2,001
Change+2,080 (+104%)
Value$883 (-$396.2K)
Filed 2026-11-04
Patten Group, Inc.
DECREASED
Shares4,081 from 4,170
Change-89 (-2%)
Value$881.8K (-$26.9K)
Filed 2026-10-26
Cypress Wealth Services, LLC
UNCHANGED
Shares4,079 from 4,079
Change0 (0%)
Value$893.3K (+$4.4K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares4,070 from 2,656
Change+1,414 (+53%)
Value$879.5K (+$300.7K)
Filed 2026-10-28
Annex Advisory Services, LLC
INCREASED
Shares4,064 from 3,670
Change+394 (+11%)
Value$878.1K (+$78.1K)
Filed 2026-10-16
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$873.0K (-$7.5K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares4,029 from 3,827
Change+202 (+5%)
Value$870.6K (+$36.6K)
Filed 2026-10-21
Penobscot Wealth Management
INCREASED
Shares4,024 from 4,003
Change+21 (+1%)
Value$869.5K (-$2.9K)
Filed 2026-10-21
Midwest Financial Network, LLC
INCREASED
Shares4,019 from 2,889
Change+1,130 (+39%)
Value$868.4K (+$238.7K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares4,006 from 3,919
Change+87 (+2%)
Value$865.6K (+$11.5K)
Filed 2026-10-13
Code Waechter LLC
UNCHANGED
Shares4,006 from 4,006
Change0 (0%)
Value$865.6K (-$7.4K)
Filed 2026-10-23
Cypress Financial Planning LLC
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$865.2K (-$7.3K)
Filed 2026-10-09
Triangle Securities Wealth Management
DECREASED
Shares4,002 from 4,036
Change-34 (-1%)
Value$864.7K (-$14.9K)
Filed 2026-10-14
Goldstein Advisors, LLC
INCREASED
Shares3,982 from 2,612
Change+1,370 (+52%)
Value$860.4K (+$291.2K)
Filed 2026-10-15
Highline Wealth Partners LLC
INCREASED
Shares3,962 from 3,520
Change+442 (+13%)
Value$856.0K (+$89.0K)
Filed 2026-10-19
Roxbury Financial LLC
INCREASED
Shares3,958 from 3,903
Change+55 (+1%)
Value$855.2K (+$4.7K)
Filed 2026-10-01
Ignite Planners, LLC
INCREASED
Shares3,955 from 1,457
Change+2,498 (+171%)
Value$891.9K (+$574.4K)
Filed 2026-10-14
Harbor Group, Inc.
INCREASED
Shares3,953 from 3,934
Change+19 (+0%)
Value$854.1K (-$3.3K)
Filed 2026-10-14
Buska Wealth Management, LLC
DECREASED
Shares3,936 from 3,999
Change-63 (-2%)
Value$850.5K (-$21.0K)
Filed 2026-10-08
WPG Advisers, LLC
DECREASED
Shares3,935 from 3,975
Change-40 (-1%)
Value$850.3K (-$16.0K)
Filed 2026-10-27
Impact Capital Partners LLC
UNCHANGED
Shares3,933 from 3,933
Change0 (0%)
Value$849.8K (-$7.3K)
Filed 2026-10-22
Advocate Investing Services LLC
INCREASED
Shares3,919 from 3,917
Change+2 (+0%)
Value$846.7K (-$6.9K)
Filed 2026-10-26
Brian LOW Financial Group, LLC
DECREASED
Shares3,916 from 3,921
Change-5 (0%)
Value$846.3K (-$8.1K)
Filed 2026-10-28
DWM Financial Group, Inc.
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$844.7K (+$98.1K)
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$844.7K (-$7.2K)
Filed 2026-10-13
JP Wealth Management, Inc.
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$842.7K (-$7.2K)
Filed 2026-10-07
Clear Retirement Advice LLC
DECREASED
Shares3,844 from 3,848
Change-4 (0%)
Value$830.6K (-$8.0K)
Filed 2026-10-22
Holos Integrated Wealth LLC
UNCHANGED
Shares3,843 from 3,843
Change0 (0%)
Value$854.0K (+$10.1K)
Filed 2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED
Shares3,841 from 3,852
Change-11 (0%)
Value$830.0K (-$9.5K)
Filed 2026-10-19
Compass Capital Management, Inc
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$828.2K (-$7.1K)
Filed 2026-11-06
Tableaux LLC
DECREASED
Shares3,814 from 19,170
Change-15,356 (-80%)
Value$824.2K (-$3.4M)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED
Shares3,813 from 2,925
Change+888 (+30%)
Value$823.9K (+$186.5K)
Filed 2026-11-05
apricus wealth, LLC
DECREASED
Shares3,812 from 3,912
Change-100 (-3%)
Value$823.7K (-$28.8K)
Filed 2026-10-26
Dmkc Advisory Services, LLC
DECREASED
Shares3,811 from 16,809
Change-12,998 (-77%)
Value$823.5K (-$2.8M)
Filed 2026-11-04
E6 Portfolios, LLC
DECREASED
Shares3,793 from 3,818
Change-25 (-1%)
Value$819.6K (-$12.5K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares3,787 from 3,501
Change+286 (+8%)
Value$835.8K (+$68.3K)
Filed 2026-10-20
Stonebridge Financial Planning Group, LLC
DECREASED
Shares3,773 from 3,896
Change-123 (-3%)
Value$815.4K (-$33.7K)
Filed 2026-11-06
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares3,772 from 3,772
Change0 (0%)
Value$815.1K (-$7.0K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
UNCHANGED
Shares3,771 from 3,771
Change0 (0%)
Value$814.9K (-$6.9K)
Filed 2026-11-06
Thayer Partners, LLC / MA
INCREASED
Shares3,758 from 3,715
Change+43 (+1%)
Value$812.0K (+$2.4K)
Filed 2026-11-06
Accelerate Investment Advisors LLC
INCREASED
Shares3,746 from 3,539
Change+207 (+6%)
Value$809.3K (+$38.1K)
Filed 2026-11-02
Trilogy Capital Inc.
DECREASED
Shares3,741 from 3,906
Change-165 (-4%)
Value$808.4K (-$42.9K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
INCREASED
Shares3,728 from 3,701
Change+27 (+1%)
Value$805.5K (-$1.0K)
Filed 2026-10-29
Trail Ridge Investment Advisors, LLC
DECREASED
Shares3,716 from 3,720
Change-4 (0%)
Value$803.0K (-$7.7K)
Filed 2026-10-16
Life Planning Partners, Inc
INCREASED
Shares3,714 from 3,713
Change+1 (+0%)
Value$802.4K (-$6.8K)
Filed 2026-10-28
Jeter Robert S II
NEW
Shares3,707
Change+3,707
Value$817.9K
Filed 2026-10-16
MacKenzie Financial Corp
INCREASED
Shares3,703 from 3,465
Change+238 (+7%)
Value$800.1K (+$45.0K)
Filed 2026-11-02
Tranquility Partners, LLC
DECREASED
Shares3,698 from 3,810
Change-112 (-3%)
Value$799.1K (-$31.2K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares3,680 from 3,891
Change-211 (-5%)
Value$795.1K (-$53.0K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares3,671
Change+3,671
Value$793.2K
Filed 2026-11-04
ARK & TLK Investments, LLC
INCREASED
Shares3,659 from 3,609
Change+50 (+1%)
Value$790.7K (+$4.1K)
Filed 2026-10-20
Veltria Advisors Corp.
UNCHANGED
Shares3,628 from 3,628
Change0 (0%)
Value$783.9K (-$6.7K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$783.5K (-$6.7K)
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares3,602 from 3,622
Change-20 (-1%)
Value$778.3K (-$11.0K)
Filed 2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$778.1K (-$6.7K)
Filed 2026-10-22
Carmel Capital Partners, LLC
INCREASED
Shares3,596 from 1,598
Change+1,998 (+125%)
Value$777.0K (+$428.8K)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares3,581 from 3,908
Change-327 (-8%)
Value$773.8K (-$77.9K)
Filed 2026-10-06
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,581 from 3,490
Change+91 (+3%)
Value$773.7K (+$13.2K)
Filed 2026-11-02
Planned Solutions, Inc.
DECREASED
Shares3,576 from 3,592
Change-16 (0%)
Value$772.7K (-$10.1K)
Filed 2026-10-19
Cardinal Point Capital Management ULC
DECREASED
Shares3,564 from 12,584
Change-9,020 (-72%)
Value$770.1K (-$2.0M)
Filed 2026-10-21
DB&C Advisors, LLC
UNCHANGED
Shares3,559 from 3,559
Change0 (0%)
Value$769.1K (-$6.6K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares3,549 from 3,624
Change-75 (-2%)
Value$766.8K (-$22.9K)
Filed 2026-11-03
KW Wealth Management LLC
NEW
Shares3,547
Change+3,547
Value$766.6K
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED
Shares3,545 from 3,504
Change+41 (+1%)
Value$766.0K (+$2.5K)
Filed 2026-10-15
Austin Asset Management Co Inc
UNCHANGED
Shares3,523 from 3,523
Change0 (0%)
Value$761.3K (-$6.5K)
Filed 2026-10-29
Elser Financial Planning, Inc
INCREASED
Shares3,515 from 3,497
Change+18 (+1%)
Value$759.5K (-$2.6K)
Filed 2026-10-16
BAM Wealth Management, LLC
INCREASED
Shares3,494 from 1,673
Change+1,821 (+109%)
Value$755.0K (+$390.4K)
Filed 2026-10-15
Rockingstone Advisors LLC
INCREASED
Shares3,490 from 3,365
Change+125 (+4%)
Value$754.1K (+$20.8K)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares3,477 from 3,138
Change+339 (+11%)
Value$751.3K (+$67.4K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares3,454 from 3,448
Change+6 (+0%)
Value$746.3K (-$5.2K)
Filed 2026-10-28
Townsend Asset Management Corp
INCREASED
Shares3,445 from 3,434
Change+11 (+0%)
Value$744.4K (-$4.0K)
Filed 2026-10-29
Argentarii, LLC
INCREASED
Shares3,437 from 3,409
Change+28 (+1%)
Value$742.6K (-$25.5K)
Filed 2026-10-28
DB Fitzpatrick & Co, Inc
DECREASED
Shares3,420 from 3,492
Change-72 (-2%)
Value$739.0K (-$22.0K)
Filed 2026-10-19
Rhodes Investment Advisors Inc
INCREASED
Shares3,415 from 1,715
Change+1,700 (+99%)
Value$737.9K (+$364.2K)
Filed 2026-10-07
Pacific Sage Partners, LLC
DECREASED
Shares3,412 from 3,414
Change-2 (0%)
Value$737.3K (-$6.7K)
Filed 2026-10-21
Tenon Financial LLC
DECREASED
Shares3,411 from 4,795
Change-1,384 (-29%)
Value$737.1K (-$307.9K)
Filed 2026-10-14
ASL Financial, LLC
INCREASED
Shares3,407 from 2,889
Change+518 (+18%)
Value$736.2K (+$106.6K)
Filed 2026-10-15
Arlington Financial Advisors, LLC
UNCHANGED
Shares3,380 from 3,380
Change0 (0%)
Value$730.4K (-$6.3K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
INCREASED
Shares3,379 from 3,371
Change+8 (+0%)
Value$730.3K (-$4.3K)
Filed 2026-10-15
Baldwin Wealth Partners LLC
UNCHANGED
Shares3,378 from 3,378
Change0 (0%)
Value$729.9K (-$6.3K)
Filed 2026-10-13
Redwood Financial Network Corp
DECREASED
Shares3,373 from 3,568
Change-195 (-5%)
Value$728.8K (-$48.7K)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares3,371 from 2,406
Change+965 (+40%)
Value$728.4K (+$204.1K)
Filed 2026-10-13
Shira Ridge Wealth Management
DECREASED
Shares3,370 from 3,406
Change-36 (-1%)
Value$728.2K (-$14.1K)
Filed 2026-10-09
Advisory Advocates, LLC
INCREASED
Shares3,361 from 3,074
Change+287 (+9%)
Value$726.2K (+$56.3K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
INCREASED
Shares3,348 from 2,817
Change+531 (+19%)
Value$723.4K (+$109.5K)
Filed 2026-10-19
Rose Capital Advisors LLC
INCREASED
Shares3,347 from 1,834
Change+1,513 (+83%)
Value$723.4K (+$323.7K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares3,344 from 3,309
Change+35 (+1%)
Value$722.5K (+$1.4K)
Filed 2026-10-23
TrueWealth Advisors, LLC
DECREASED
Shares3,342 from 3,355
Change-13 (0%)
Value$722.1K (-$9.0K)
Filed 2026-10-09
Revisor Wealth Management LLC
DECREASED
Shares3,341 from 3,353
Change-12 (0%)
Value$738.4K (+$7.7K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,338 from 2,728
Change+610 (+22%)
Value$721.3K (+$126.8K)
Filed 2026-10-26
Busey Bank
INCREASED
Shares3,337 from 2,711
Change+626 (+23%)
Value$721.1K (+$130.2K)
Filed 2026-10-26
King Luther Capital Management Corp
INCREASED
Shares3,332 from 3,318
Change+14 (+0%)
Value$720.0K (-$3.1K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,313 from 3,282
Change+31 (+1%)
Value$715.9K (+$627)
Filed 2026-10-27
Arrow Investment Advisors, LLC
DECREASED
Shares3,306 from 3,441
Change-135 (-4%)
Value$714.4K (-$35.5K)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares3,298 from 3,411
Change-113 (-3%)
Value$712.6K (-$30.7K)
Filed 2026-10-27
Altiora Financial Group, LLC
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$712.7K (-$6.1K)
Filed 2026-11-04
Miller Financial Services LLC
DECREASED
Shares3,293 from 3,342
Change-49 (-1%)
Value$711.6K (-$16.7K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares3,292 from 3,277
Change+15 (+0%)
Value$711.3K (-$2.8K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares3,285 from 2,634
Change+651 (+25%)
Value$709.9K (+$135.9K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED
Shares3,279 from 3,168
Change+111 (+4%)
Value$708.5K (+$18.0K)
Filed 2026-10-21
Insight Inv LLC
DECREASED
Shares3,274 from 3,309
Change-35 (-1%)
Value$707.4K (-$13.7K)
Filed 2026-10-27
DDD Partners, LLC
UNCHANGED
Shares3,274 from 3,274
Change0 (0%)
Value$707.5K (-$6.1K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
NEW
Shares3,259
Change+3,259
Value$704.2K
Filed 2026-10-20
Sage Financial Management Group, Inc.
DECREASED
Shares3,233 from 3,302
Change-69 (-2%)
Value$698.6K (-$21.0K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$695.3K (-$6.0K)
Filed 2026-10-13
First Pacific Financial
DECREASED
Shares3,211 from 3,322
Change-111 (-3%)
Value$693.9K (-$30.1K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,199 from 39,733
Change-36,534 (-92%)
Value$691.4K (-$8.0M)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares3,198 from 2,981
Change+217 (+7%)
Value$691.0K (+$41.4K)
Filed 2026-10-09
Genesis Private Wealth, LLC
INCREASED
Shares3,195 from 2,844
Change+351 (+12%)
Value$690.4K (+$70.6K)
Filed 2026-11-02
Windsor Capital Management, LLC
DECREASED
Shares3,184 from 3,379
Change-195 (-6%)
Value$688.0K (-$48.5K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares3,180 from 4,419
Change-1,239 (-28%)
Value$687.1K (-$275.8K)
Filed 2026-10-15
Putney Financial Group LLC
DECREASED
Shares3,167 from 3,262
Change-95 (-3%)
Value$684.4K (-$26.5K)
Filed 2026-10-30
Old Second National Bank of Aurora
DECREASED
Shares3,162 from 3,964
Change-802 (-20%)
Value$683.2K (-$180.6K)
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares3,158
Change+3,158
Value$687
Filed 2026-10-02
Blackston Financial Advisory Group, LLC
NEW
Shares3,152
Change+3,152
Value$681.0K
Filed 2026-11-04
Private Advisory Group LLC
DECREASED
Shares3,126 from 3,156
Change-30 (-1%)
Value$675.5K (-$12.3K)
Filed 2026-11-06
Peoples Financial Services Corp.
UNCHANGED
Shares3,117 from 3,117
Change0 (0%)
Value$673.5K (-$5.8K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares3,113
Change+3,113
Value$672.7K
Filed 2026-10-19
River Street Advisors LLC
DECREASED
Shares3,108 from 3,177
Change-69 (-2%)
Value$671.6K (-$20.8K)
Filed 2026-10-22
Summit Global Investments
INCREASED
Shares3,107 from 3,089
Change+18 (+1%)
Value$671 (-$672.3K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
INCREASED
Shares3,106 from 2,552
Change+554 (+22%)
Value$671.1K (+$115.0K)
Filed 2026-10-21
Echo45 Advisors LLC
NEW
Shares3,097
Change+3,097
Value$669.2K
Filed 2026-10-07
Milestone Asset Management, LLC
DECREASED
Shares3,096 from 4,495
Change-1,399 (-31%)
Value$669.0K (-$310.6K)
Filed 2026-10-15
Trust Point Inc.
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$661.0K (-$5.7K)
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares3,053 from 3,053
Change0 (0%)
Value$659.7K (-$5.6K)
Filed 2026-10-07
Able Financial Group, LLC
INCREASED
Shares3,052 from 1,704
Change+1,348 (+79%)
Value$659.5K (+$288.1K)
Filed 2026-10-14
Searle & Co.
INCREASED
Shares3,050 from 2,432
Change+618 (+25%)
Value$659.0K (+$129.0K)
Filed 2026-11-04
SilverOak Wealth Management LLC
INCREASED
Shares3,049 from 2,994
Change+55 (+2%)
Value$658.8K (+$6.3K)
Filed 2026-10-29
4Thought Financial Group Inc.
DECREASED
Shares3,035 from 7,838
Change-4,803 (-61%)
Value$655.9K (-$1.1M)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares3,026 from 2,892
Change+134 (+5%)
Value$653.9K (+$23.7K)
Filed 2026-10-15
TruNorth Capital Management, LLC
INCREASED
Shares3,011 from 2,940
Change+71 (+2%)
Value$650.6K (+$9.9K)
Filed 2026-10-14
Landaas & Co
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$648.9K (-$5.6K)
Filed 2026-10-29
Alterna Wealth Management, Inc
INCREASED
Shares2,992 from 2,123
Change+869 (+41%)
Value$646.5K (+$183.8K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares2,988 from 2,405
Change+583 (+24%)
Value$645.6K (+$122.3K)
Filed 2026-10-26
Mirador Capital Partners LP
DECREASED
Shares2,980 from 3,038
Change-58 (-2%)
Value$644.0K (-$18.1K)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares2,979 from 27,299
Change-24,320 (-89%)
Value$644 (-$5.9M)
Filed 2026-10-23
Lakeshore Financial Planning, Inc.
NEW
Shares2,976
Change+2,976
Value$643.1K
Filed 2026-10-13
New Wave Wealth Advisors LLC
DECREASED
Shares2,976 from 3,229
Change-253 (-8%)
Value$656.7K (-$47.0K)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares2,971 from 3,428
Change-457 (-13%)
Value$642.0K (-$105.1K)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares2,963 from 2,451
Change+512 (+21%)
Value$684.4K (+$146.8K)
Filed 2026-11-05
Tanager Wealth Management LLP
INCREASED
Shares2,955 from 1,622
Change+1,333 (+82%)
Value$638.5K (+$285.0K)
Filed 2026-10-19
CogentBlue Wealth Advisors, LLC
DECREASED
Shares2,955 from 3,351
Change-396 (-12%)
Value$638.5K (-$91.8K)
Filed 2026-10-09
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares2,948 from 4,487
Change-1,539 (-34%)
Value$636.9K (-$341.0K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$636.1K (-$5.4K)
Filed 2026-10-20
FWG Investments, Llc.
INCREASED
Shares2,942 from 2,931
Change+11 (+0%)
Value$635.7K (-$3.0K)
Filed 2026-11-03
Corepath Wealth Partners LLC
DECREASED
Shares2,941 from 3,173
Change-232 (-7%)
Value$641.6K (-$48.8K)
Filed 2026-10-21
Mullooly Asset Management, Inc.
INCREASED
Shares2,940 from 2,930
Change+10 (+0%)
Value$635.6K (-$2.5K)
Filed 2026-10-30
KCM Investment Advisors LLC
INCREASED
Shares2,939 from 2,139
Change+800 (+37%)
Value$635.0K (+$168.9K)
Filed 2026-10-27
Waller Financial Planning Group, Inc
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$633.2K (-$5.4K)
Filed 2026-10-07
Moneywise, Inc.
DECREASED
Shares2,930 from 31,604
Change-28,674 (-91%)
Value$633.2K (-$6.3M)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares2,925 from 2,769
Change+156 (+6%)
Value$632.0K (+$28.4K)
Filed 2026-11-05
Private Management Group Inc
DECREASED
Shares2,899 from 4,337
Change-1,438 (-33%)
Value$626.4K (-$318.7K)
Filed 2026-11-04
Sierra Ocean, LLC
DECREASED
Shares2,896 from 2,920
Change-24 (-1%)
Value$625.8K (-$10.6K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares2,892 from 2,878
Change+14 (+0%)
Value$625.1K (-$2.2K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
DECREASED
Shares2,883 from 3,160
Change-277 (-9%)
Value$623.1K (-$65.7K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares2,868 from 2,825
Change+43 (+2%)
Value$619.7K (+$4.1K)
Filed 2026-11-03
Global Wealth Strategies & Associates
INCREASED
Shares2,856 from 2,432
Change+424 (+17%)
Value$617.0K (+$86.9K)
Filed 2026-10-02
Stockman Wealth Management, Inc.
INCREASED
Shares2,844 from 2,490
Change+354 (+14%)
Value$614.5K (+$71.9K)
Filed 2026-10-27
Traphagen Investment Advisors LLC
DECREASED
Shares2,838 from 2,994
Change-156 (-5%)
Value$613.2K (-$39.3K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares2,835 from 2,744
Change+91 (+3%)
Value$612.6K (+$14.6K)
Filed 2026-10-07
Pines Wealth Management, LLC
DECREASED
Shares2,826 from 3,147
Change-321 (-10%)
Value$610.6K (-$75.2K)
Filed 2026-10-21
JHP Wealth Management, LLC
INCREASED
Shares2,816 from 2,802
Change+14 (+1%)
Value$608.4K (-$2.4K)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares2,815 from 2,811
Change+4 (+0%)
Value$608.3K (-$4.2K)
Filed 2026-10-14
Holland Advisory Services, Inc.
INCREASED
Shares2,811 from 2,809
Change+2 (+0%)
Value$607.4K (-$4.8K)
Filed 2026-10-26
Ballast, Inc.
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$607.4K (-$5.2K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares2,804 from 2,797
Change+7 (+0%)
Value$606.0K (-$3.6K)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares2,788 from 6,420
Change-3,632 (-57%)
Value$602.6K (-$796.6K)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
INCREASED
Shares2,769 from 2,732
Change+37 (+1%)
Value$598.3K (+$2.9K)
Filed 2026-10-26
Colony Family Offices, LLC
DECREASED
Shares2,761 from 2,936
Change-175 (-6%)
Value$596.6K (-$43.2K)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares2,758 from 2,708
Change+50 (+2%)
Value$595.9K (+$5.8K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED
Shares2,754 from 2,704
Change+50 (+2%)
Value$595.1K (+$5.8K)
Filed 2026-10-26
Highland Financial Advisors, LLC
UNCHANGED
Shares2,752 from 2,752
Change0 (0%)
Value$594.7K (-$5.1K)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares2,744 from 2,703
Change+41 (+2%)
Value$592.8K (+$3.8K)
Filed 2026-10-22
Tucker Asset Management LLC
INCREASED
Shares2,737 from 2,323
Change+414 (+18%)
Value$591.4K (+$85.2K)
Filed 2026-10-29
West Financial Advisors, LLC
INCREASED
Shares2,737 from 2,732
Change+5 (+0%)
Value$591.4K (-$4.0K)
Filed 2026-10-22
Summit Asset Management, LLC
DECREASED
Shares2,716 from 2,830
Change-114 (-4%)
Value$587.0K (-$29.9K)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,711 from 2,708
Change+3 (+0%)
Value$585.7K (-$4.4K)
Filed 2026-10-13
Moulton Wealth Management, Inc
INCREASED
Shares2,708 from 2,664
Change+44 (+2%)
Value$586.8K (+$6.1K)
Filed 2026-10-13
United Community Bank
INCREASED
Shares2,700 from 785
Change+1,915 (+244%)
Value$583.4K (+$412.3K)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares2,698 from 2,573
Change+125 (+5%)
Value$583.0K (+$22.3K)
Filed 2026-10-05
San Luis Wealth Advisors LLC
DECREASED
Shares2,698 from 2,734
Change-36 (-1%)
Value$583.0K (-$12.9K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares2,694 from 137
Change+2,557 (+1866%)
Value$582.1K (+$552.2K)
Filed 2026-10-30
First Business Financial Services, Inc.
UNCHANGED
Shares2,689 from 2,689
Change0 (0%)
Value$581.0K (-$5.0K)
Filed 2026-10-29
Solitude Financial Services
INCREASED
Shares2,684 from 1,480
Change+1,204 (+81%)
Value$580.0K (+$257.4K)
Filed 2026-10-26
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$573.8K (-$4.9K)
Filed 2026-10-20
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$572.6K (-$4.9K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares2,646 from 1,484
Change+1,162 (+78%)
Value$571.7K (+$248.3K)
Filed 2026-10-20
ZynergyRetirementPlanningLLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$571.1K (-$4.9K)
Filed 2026-10-08
Strid Group, LLC
DECREASED
Shares2,621 from 2,667
Change-46 (-2%)
Value$566.3K (-$14.9K)
Filed 2026-10-28
American State Bank (Iowa)
DECREASED
Shares2,598 from 2,830
Change-232 (-8%)
Value$561.3K (-$55.3K)
Filed 2026-11-03
Wealth Group Ltd
INCREASED
Shares2,588 from 2,586
Change+2 (+0%)
Value$562.2K (-$1.4K)
Filed 2026-10-07
Ariadne Wealth Management, LP
UNCHANGED
Shares2,583 from 2,583
Change0 (0%)
Value$558.1K (-$4.8K)
Filed 2026-11-06
United Wealth Management, LLC
UNCHANGED
Shares2,566 from 2,566
Change0 (0%)
Value$554.5K (-$4.7K)
Filed 2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,563 from 2,562
Change+1 (+0%)
Value$553.8K (-$4.6K)
Filed 2026-11-05
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,552 from 2,552
Change0 (0%)
Value$558.9K (+$3.5K)
Filed 2026-10-15
City Center Advisors, LLC
INCREASED
Shares2,542 from 2,071
Change+471 (+23%)
Value$549.3K (+$97.9K)
Filed 2026-10-08
Financial Planning Navigators Corp
DECREASED
Shares2,531 from 2,618
Change-87 (-3%)
Value$546.8K (-$23.6K)
Filed 2026-10-14
Means Investment Co., Inc.
INCREASED
Shares2,526 from 2,515
Change+11 (+0%)
Value$545.8K (-$2.2K)
Filed 2026-11-03
Opulen Financial Group LLC
DECREASED
Shares2,509 from 2,517
Change-8 (0%)
Value$542.2K (-$6.3K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares2,507 from 2,505
Change+2 (+0%)
Value$541.7K (-$4.2K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares2,505 from 4,897
Change-2,392 (-49%)
Value$541.3K (-$526.0K)
Filed 2026-10-28
Catalyst Financial Partners LLC
DECREASED
Shares2,503 from 2,538
Change-35 (-1%)
Value$540.8K (-$12.3K)
Filed 2026-11-06
Clearview Wealth Management LLC
DECREASED
Shares2,493 from 3,431
Change-938 (-27%)
Value$550.1K (-$197.6K)
Filed 2026-10-16
Convergence Financial, LLC
DECREASED
Shares2,482 from 4,646
Change-2,164 (-47%)
Value$536.3K (-$476.2K)
Filed 2026-10-27
Bryant Woods Investment Advisors, LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$534.8K (-$4.6K)
Filed 2026-10-26
Cidel Asset Management Inc
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$535.4K (-$3.9K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,470 from 2,470
Change0 (0%)
Value$533.7K (-$4.6K)
Filed 2026-10-27
MKT Advisors LLC
DECREASED
Shares2,466 from 2,695
Change-229 (-8%)
Value$541.6K (-$50.1K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares2,456 from 2,441
Change+15 (+1%)
Value$530.8K (-$1.2K)
Filed 2026-11-02
IVC Wealth Advisors LLC
INCREASED
Shares2,453 from 2,375
Change+78 (+3%)
Value$530.0K (+$12.5K)
Filed 2026-10-23
Sterling Investment Counsel, LLC
INCREASED
Shares2,452 from 2,437
Change+15 (+1%)
Value$529.8K (-$1.3K)
Filed 2026-10-19
Kingsman Wealth Management, Inc.
INCREASED
Shares2,449 from 2,196
Change+253 (+12%)
Value$529.3K (+$50.7K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares2,448 from 2,052
Change+396 (+19%)
Value$529.0K (+$81.8K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,447 from 2,437
Change+10 (+0%)
Value$528.7K (-$2.3K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,446 from 2,909
Change-463 (-16%)
Value$528.5K (-$105.5K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares2,443 from 2,443
Change0 (0%)
Value$527.9K (-$4.5K)
Filed 2026-10-06
Burney Co/
INCREASED
Shares2,436 from 1,963
Change+473 (+24%)
Value$526.4K (+$98.6K)
Filed 2026-10-15
Able Wealth Management LLC
DECREASED
Shares2,422 from 2,446
Change-24 (-1%)
Value$527.8K (-$5.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,409 from 1,288
Change+1,121 (+87%)
Value$520.5K (+$240.8K)
Filed 2026-10-14
Platt Wealth Management LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$518 (-$522.5K)
Filed 2026-11-04
Verus Financial Partners, Inc.
INCREASED
Shares2,394 from 2,393
Change+1 (+0%)
Value$517.3K (-$4.2K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
DECREASED
Shares2,390 from 2,464
Change-74 (-3%)
Value$516.4K (-$20.5K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares2,385 from 2,391
Change-6 (0%)
Value$523.8K (+$2.7K)
Filed 2026-10-27
Quantum Financial Partners LLC
INCREASED
Shares2,348 from 933
Change+1,415 (+152%)
Value$507.4K (+$303.9K)
Filed 2026-10-19
Grandfield & Dodd, LLC
NEW
Shares2,339
Change+2,339
Value$505.6K
Filed 2026-10-29
Sterling Wealth Management, Inc.
DECREASED
Shares2,329 from 2,349
Change-20 (-1%)
Value$503.3K (-$8.6K)
Filed 2026-10-23
Integral Investment Advisors, Inc.
DECREASED
Shares2,319 from 2,449
Change-130 (-5%)
Value$501.1K (-$32.6K)
Filed 2026-11-03
Fidelity D & D Bancorp Inc
DECREASED
Shares2,316 from 2,351
Change-35 (-1%)
Value$500.4K (-$11.9K)
Filed 2026-11-05
Investment Management Trust, LLC
INCREASED
Shares2,311 from 2,200
Change+111 (+5%)
Value$499.3K (+$19.9K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
INCREASED
Shares2,311 from 2,263
Change+48 (+2%)
Value$499.4K (+$6.2K)
Filed 2026-11-05
Noesis Capital Mangement Corp
DECREASED
Shares2,293 from 4,032
Change-1,739 (-43%)
Value$495.5K (-$383.2K)
Filed 2026-10-26
Solidarity Wealth, LLC
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$495.5K (-$4.2K)
Filed 2026-10-15
Onyx Financial Advisors, LLC
NEW
Shares2,291
Change+2,291
Value$495.0K
Filed 2026-10-21
Horizon Wealth Management, LLC
INCREASED
Shares2,286 from 2,260
Change+26 (+1%)
Value$494.0K (+$1.4K)
Filed 2026-11-02
Cane Capital Partners, LLC
DECREASED
Shares2,279 from 2,359
Change-80 (-3%)
Value$492.4K (-$21.7K)
Filed 2026-10-23
Orba Wealth Advisors, L.L.C.
INCREASED
Shares2,262 from 1,430
Change+832 (+58%)
Value$488.8K (+$177.1K)
Filed 2026-10-23
Dutch Asset Corp
DECREASED
Shares2,260 from 4,035
Change-1,775 (-44%)
Value$488.3K (-$391.0K)
Filed 2026-10-20
Mann Financial Group, Inc.
NEW
Shares2,256
Change+2,256
Value$487.5K
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$485.5K (-$4.2K)
Filed 2026-10-05
Client 1ST Advisory Group, LLC
DECREASED
Shares2,234 from 2,281
Change-47 (-2%)
Value$482.7K (-$14.4K)
Filed 2026-10-19
Members Wealth LLC
INCREASED
Shares2,231 from 2,230
Change+1 (+0%)
Value$486.9K (+$828)
Filed 2026-10-20
MMA Asset Management LLC
NEW
Shares2,230
Change+2,230
Value$481.9K
Filed 2026-11-02
Trek Financial, LLC
DECREASED
Shares2,227 from 2,305
Change-78 (-3%)
Value$481.3K (-$21.1K)
Filed 2026-10-29
Wealth Quarterback LLC
DECREASED
Shares2,223 from 2,702
Change-479 (-18%)
Value$480.3K (-$108.6K)
Filed 2026-10-20
Gradient Investments LLC
DECREASED
Shares2,223 from 2,616
Change-393 (-15%)
Value$480.3K (-$89.9K)
Filed 2026-10-08
High Point Wealth Management, LLC
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$479.4K (-$4.1K)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$478.4K (-$4.1K)
Filed 2026-10-30
Center For Asset Management LLC
DECREASED
Shares2,199 from 2,289
Change-90 (-4%)
Value$475.2K (-$23.7K)
Filed 2026-10-16
jvl associates llc
DECREASED
Shares2,195 from 2,213
Change-18 (-1%)
Value$474.4K (-$8.0K)
Filed 2026-10-09
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$474.1K (-$4.1K)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares2,187 from 2,187
Change0 (0%)
Value$472.6K (-$4.0K)
Filed 2026-10-19
Sentinel Advisory Group, LLC
UNCHANGED
Shares2,186 from 2,186
Change0 (0%)
Value$472.4K (-$4.0K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares2,184 from 2,183
Change+1 (+0%)
Value$472.0K (-$3.8K)
Filed 2026-10-09
Parcion Private Wealth LLC
INCREASED
Shares2,183 from 1,653
Change+530 (+32%)
Value$471.7K (+$111.5K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares2,179 from 2,070
Change+109 (+5%)
Value$470.7K (+$19.7K)
Filed 2026-10-22
Patten & Patten Inc
DECREASED
Shares2,164 from 2,389
Change-225 (-9%)
Value$467.6K (-$53.0K)
Filed 2026-10-26
Pictet North America Advisors SA
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$460.9K (-$3.9K)
Filed 2026-10-21
Shum Financial Group, Inc.
DECREASED
Shares2,128 from 2,135
Change-7 (0%)
Value$459.8K (-$5.5K)
Filed 2026-10-13
Sachem Hill LLC
DECREASED
Shares2,127 from 2,165
Change-38 (-2%)
Value$459.7K (-$12.0K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
DECREASED
Shares2,121 from 2,205
Change-84 (-4%)
Value$458.3K (-$22.1K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
INCREASED
Shares2,117 from 1,077
Change+1,040 (+97%)
Value$457.4K (+$222.7K)
Filed 2026-10-08
Imc-Chicago, LLC
NEW
Shares2,116
Change+2,116
Value$457.2K
Filed 2026-11-05
Cottage Street Advisors LLC
DECREASED
Shares2,115 from 2,440
Change-325 (-13%)
Value$457.0K (-$74.8K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares2,111 from 2,103
Change+8 (+0%)
Value$456.0K (-$2.4K)
Filed 2026-10-16
RPG Investment Advisory, LLC
DECREASED
Shares2,110 from 3,898
Change-1,788 (-46%)
Value$455.9K (-$393.6K)
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares2,109 from 2,099
Change+10 (+0%)
Value$455.9K (-$1.8K)
Filed 2026-10-22
Prudent Man Investment Management, Inc.
INCREASED
Shares2,096 from 1,780
Change+316 (+18%)
Value$453.0K (+$113.0K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares2,096 from 2,005
Change+91 (+5%)
Value$452.9K (+$16.0K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED
Shares2,090 from 1,925
Change+165 (+9%)
Value$451.7K (+$32.1K)
Filed 2026-10-27
Meridian Financial Partners LLC
DECREASED
Shares2,088 from 2,089
Change-1 (0%)
Value$465.6K (+$11.2K)
Filed 2026-10-23
Scott & Selber, Inc.
INCREASED
Shares2,082 from 2,076
Change+6 (+0%)
Value$449.8K (-$2.7K)
Filed 2026-10-21
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares2,068 from 4,562
Change-2,494 (-55%)
Value$446.9K (-$547.2K)
Filed 2026-10-08
BancFirst Trust & Investment Management
INCREASED
Shares2,064 from 1,986
Change+78 (+4%)
Value$449.7K (+$15.5K)
Filed 2026-10-30
Lionshead Wealth Management, LLC
DECREASED
Shares2,055 from 2,079
Change-24 (-1%)
Value$444.0K (-$9.0K)
Filed 2026-10-21
Elevation Wealth Management LLC
DECREASED
Shares2,052 from 2,063
Change-11 (-1%)
Value$443.3K (-$6.2K)
Filed 2026-11-02
Tompkins Financial Corp
INCREASED
Shares2,045 from 1,713
Change+332 (+19%)
Value$441.9K (+$68.6K)
Filed 2026-10-05
Thor Investment Management Inc
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$439.7K (-$3.8K)
Filed 2026-10-13
Mason & Associates, LLC
INCREASED
Shares2,032 from 2,030
Change+2 (+0%)
Value$439.1K (-$3.3K)
Filed 2026-10-26
Pioneer Family Office, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$438.6K (-$3.8K)
Filed 2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,028 from 2,454
Change-426 (-17%)
Value$438.2K (-$96.6K)
Filed 2026-10-05
Third View Private Wealth, LLC
INCREASED
Shares2,028 from 1,639
Change+389 (+24%)
Value$438.2K (+$81.0K)
Filed 2026-10-30
Altfest L J & Co Inc
DECREASED
Shares2,027 from 2,096
Change-69 (-3%)
Value$438.1K (-$18.8K)
Filed 2026-10-27
One Way Holdings LLC
INCREASED
Shares2,022 from 1,092
Change+930 (+85%)
Value$436.9K (+$198.9K)
Filed 2026-10-29
Fusion Family Wealth, LLC
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$433.8K (-$3.7K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares2,007 from 2,264
Change-257 (-11%)
Value$433.6K (-$59.7K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares2,004 from 922
Change+1,082 (+117%)
Value$433.0K (+$232.1K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
DECREASED
Shares1,995 from 2,079
Change-84 (-4%)
Value$431.1K (-$22.0K)
Filed 2026-10-06
Virtue Asset Management LLC
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$431.1K (-$3.7K)
Filed 2026-10-21
Atticus Wealth Management, LLC
DECREASED
Shares1,991 from 2,014
Change-23 (-1%)
Value$430.2K (-$8.7K)
Filed 2026-10-20
S.A. Mason LLC
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$427.4K (-$3.7K)
Filed 2026-10-13
Granite Islands Private Wealth, LLC
NEW
Shares1,970
Change+1,970
Value$425.7K
Filed 2026-10-16
J.M. Arbour, LLC
INCREASED
Shares1,968 from 1,944
Change+24 (+1%)
Value$425.3K (+$1.6K)
Filed 2026-11-05
HT Partners LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$425.2K (-$3.6K)
Filed 2026-10-20
Orca Wealth Management, LLC
INCREASED
Shares1,964 from 1,956
Change+8 (+0%)
Value$424.5K (-$1.7K)
Filed 2026-10-14
Farrell Financial LLC
INCREASED
Shares1,963 from 1,957
Change+6 (+0%)
Value$424.1K (-$2.2K)
Filed 2026-10-16
Columbia Bank
INCREASED
Shares1,960 from 1,595
Change+365 (+23%)
Value$423.5K (+$75.9K)
Filed 2026-10-29
Trace Wealth Advisors, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$421.4K (-$3.6K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares1,948 from 2,444
Change-496 (-20%)
Value$420.9K (-$111.8K)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares1,942 from 1,865
Change+77 (+4%)
Value$419.5K (+$13.0K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
INCREASED
Shares1,941 from 1,749
Change+192 (+11%)
Value$419.4K (+$38.3K)
Filed 2026-10-16
Lmcg Investments, LLC
INCREASED
Shares1,940 from 1,789
Change+151 (+8%)
Value$419.2K (+$29.3K)
Filed 2026-10-21
Essential Planning, Llc.
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$417.3K (-$3.6K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,929 from 1,928
Change+1 (+0%)
Value$416.9K (-$3.3K)
Filed 2026-10-16
Stone House Investment Management, LLC
DECREASED
Shares1,913 from 2,696
Change-783 (-29%)
Value$413.4K (-$174.2K)
Filed 2026-10-23
Wellington Grp LLC
DECREASED
Shares1,912 from 1,964
Change-52 (-3%)
Value$413.1K (-$14.9K)
Filed 2026-11-06
Capital Investment Services of America, Inc.
UNCHANGED
Shares1,912 from 1,912
Change0 (0%)
Value$413.1K (-$3.5K)
Filed 2026-11-02
Atlatl Advisers LLC
INCREASED
Shares1,911 from 1,691
Change+220 (+13%)
Value$412.9K (+$44.4K)
Filed 2026-10-22
Motive Wealth Advisors
DECREASED
Shares1,910 from 2,030
Change-120 (-6%)
Value$412.7K (-$29.7K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares1,906 from 1,909
Change-3 (0%)
Value$411.9K (-$4.2K)
Filed 2026-10-27
JBR Co Financial Management Inc
DECREASED
Shares1,902 from 1,987
Change-85 (-4%)
Value$413.5K (-$19.6K)
Filed 2026-10-13
Oak Asset Management, LLC
INCREASED
Shares1,892 from 1,728
Change+164 (+9%)
Value$408.8K (+$32.2K)
Filed 2026-10-13
Denver PWM, LLC
INCREASED
Shares1,873 from 1,864
Change+9 (+0%)
Value$404.7K (-$19.4K)
Filed 2026-10-22
KWB Wealth
INCREASED
Shares1,863 from 1,861
Change+2 (+0%)
Value$402.6K (-$2.9K)
Filed 2026-10-16
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,859 from 1,018
Change+841 (+83%)
Value$401.7K (+$179.8K)
Filed 2026-10-28
Mallini Complete Financial Planning LLC
NEW
Shares1,858
Change+1,858
Value$401.5K
Filed 2026-10-06
Farmers & Merchants Investments Inc
DECREASED
Shares1,858 from 1,863
Change-5 (0%)
Value$401.5K (-$4.5K)
Filed 2026-10-22
EnRich Financial Partners LLC
DECREASED
Shares1,856 from 1,888
Change-32 (-2%)
Value$401.1K (-$10.3K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares1,853 from 1,868
Change-15 (-1%)
Value$400.5K (-$6.7K)
Filed 2026-10-23
Collaborative Wealth Managment Inc.
INCREASED
Shares1,844 from 1,843
Change+1 (+0%)
Value$398.5K (-$3.2K)
Filed 2026-11-06
Cascade Investment Group, Inc.
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$397.2K (-$3.4K)
Filed 2026-10-13
BetterWealth, LLC
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$397.2K (-$3.4K)
Filed 2026-10-15
Towneley Capital Management, Inc / de
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$396.7K (-$3.4K)
Filed 2026-10-09
First Hawaiian Bank
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$396.5K (-$3.4K)
Filed 2026-10-14
West Wealth Group, LLC
DECREASED
Shares1,831 from 1,833
Change-2 (0%)
Value$395.7K (-$3.9K)
Filed 2026-10-14
Telos Capital Management, Inc.
INCREASED
Shares1,826 from 1,626
Change+200 (+12%)
Value$394.6K (+$40.2K)
Filed 2026-11-02
Aspen Investment Management Inc
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$393 (-$4)
Filed 2026-11-05
MKD Wealth Coaches, LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$392.2K (-$3.4K)
Filed 2026-10-09
Snider Financial Group
DECREASED
Shares1,814 from 1,875
Change-61 (-3%)
Value$391.9K (-$16.8K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$391.5K (-$3.4K)
Filed 2026-10-22
Wagner Wealth Management, LLC
DECREASED
Shares1,800 from 3,454
Change-1,654 (-48%)
Value$388.9K (-$363.8K)
Filed 2026-10-21
Commerce Advisors, LLC
DECREASED
Shares1,800 from 2,134
Change-334 (-16%)
Value$388.9K (-$76.1K)
Filed 2026-10-19
Nemes Rush Group LLC
INCREASED
Shares1,800 from 1,742
Change+58 (+3%)
Value$388.9K (+$9.2K)
Filed 2026-11-04
Rare Wolf Capital LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$388.9K (-$3.3K)
Filed 2026-10-20
International Private Wealth Advisors LLC
NEW
Shares1,798
Change+1,798
Value$388.5K
Filed 2026-11-05
KPP Advisory Services LLC
DECREASED
Shares1,790 from 5,685
Change-3,895 (-69%)
Value$386.8K (-$852.1K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares1,786 from 1,759
Change+27 (+2%)
Value$385.8K (+$2.4K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares1,780 from 1,831
Change-51 (-3%)
Value$384.7K (-$14.3K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
DECREASED
Shares1,779 from 1,858
Change-79 (-4%)
Value$384.4K (-$20.5K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
INCREASED
Shares1,777 from 1,715
Change+62 (+4%)
Value$383.9K (+$10.1K)
Filed 2026-10-15
Equita Financial Network, Inc.
INCREASED
Shares1,777 from 1,773
Change+4 (+0%)
Value$384.0K (-$2.4K)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares1,776
Change+1,776
Value$387.0K
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares1,776 from 1,790
Change-14 (-1%)
Value$383.7K (-$6.5K)
Filed 2026-10-15
Marion Wealth Management
INCREASED
Shares1,775 from 1,757
Change+18 (+1%)
Value$383.5K (+$639)
Filed 2026-10-22
Cornerstone Planning, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$384.3K (-$2.3K)
Filed 2026-10-27
Main Street Group, LTD
DECREASED
Shares1,772 from 1,907
Change-135 (-7%)
Value$383.0K (-$32.5K)
Filed 2026-10-28
Cooper Financial Group
DECREASED
Shares1,772 from 1,848
Change-76 (-4%)
Value$382.8K (-$19.9K)
Filed 2026-10-07
ARS Investment Partners, LLC
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$383.0K (-$3.3K)
Filed 2026-11-05
Sage Investment Counsel LLC
DECREASED
Shares1,768 from 1,918
Change-150 (-8%)
Value$382.1K (-$35.9K)
Filed 2026-10-26
Innova Wealth Partners
DECREASED
Shares1,768 from 1,780
Change-12 (-1%)
Value$382.0K (-$6.0K)
Filed 2026-10-21
HRC Wealth Management, LLC
INCREASED
Shares1,768 from 1,758
Change+10 (+1%)
Value$382.0K (-$1.3K)
Filed 2026-10-16
truNorth Financial Services, Inc.
DECREASED
Shares1,764 from 1,824
Change-60 (-3%)
Value$381.2K (-$16.3K)
Filed 2026-11-06
New Perspectives, Inc
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$380.5K (-$3.3K)
Filed 2026-10-14
Sendero Wealth Management, LLC
DECREASED
Shares1,758 from 1,763
Change-5 (0%)
Value$379.9K (-$4.3K)
Filed 2026-10-14
Community Financial Services Group, LLC
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$380.7K (-$1.2K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$377.9K (-$3.2K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,748 from 1,510
Change+238 (+16%)
Value$390.5K (+$60.5K)
Filed 2026-10-28
Define Financial, LLC
DECREASED
Shares1,743 from 1,774
Change-31 (-2%)
Value$376.5K (-$10.2K)
Filed 2026-10-14
First Citizens Bank & Trust Co
DECREASED
Shares1,740 from 1,842
Change-102 (-6%)
Value$376.0K (-$25.4K)
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$375.3K (-$3.2K)
Filed 2026-10-19
Guardian Wealth Management, Inc.
INCREASED
Shares1,727 from 1,724
Change+3 (+0%)
Value$373.3K (-$2.4K)
Filed 2026-10-30
Nicholas Wealth, Llc.
INCREASED
Shares1,725 from 1,181
Change+544 (+46%)
Value$372.7K (+$115.4K)
Filed 2026-10-26
Colonial River Investments, LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$370.9K (-$3.2K)
Filed 2026-10-19
Guidance Capital, Inc
INCREASED
Shares1,713 from 1,641
Change+72 (+4%)
Value$391.5K (+$32.4K)
Filed 2026-11-03
Quartz Partners, LLC
DECREASED
Shares1,712 from 1,731
Change-19 (-1%)
Value$369.9K (-$7.2K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,711 from 3,221
Change-1,510 (-47%)
Value$369.7K (-$332.2K)
Filed 2026-10-23
IAG Wealth Partners, LLC
INCREASED
Shares1,711 from 1,693
Change+18 (+1%)
Value$369.6K (+$757)
Filed 2026-11-06
Greenfield Savings Bank
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$368.8K (-$3.2K)
Filed 2026-10-07
Lantz Financial LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$368.6K (-$3.2K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
INCREASED
Shares1,702 from 1,701
Change+1 (+0%)
Value$375.5K (+$4.7K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares1,699 from 1,365
Change+334 (+24%)
Value$367.0K (+$69.5K)
Filed 2026-10-01
Kings Path Partners LLC
INCREASED
Shares1,697 from 719
Change+978 (+136%)
Value$366.7K (+$210.0K)
Filed 2026-10-21
Franklin Street Advisors Inc
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$365.4K (-$3.1K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$365.2K (-$3.1K)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,689 from 1,236
Change+453 (+37%)
Value$364.9K (+$95.6K)
Filed 2026-10-30
Eagle Harbor Asset Management Inc
INCREASED
Shares1,688 from 1,687
Change+1 (+0%)
Value$364.7K (-$3.0K)
Filed 2026-10-21
6th Street Advisors, LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$364.5K (-$3.1K)
Filed 2026-10-14
Northcape Wealth Management, LLC
DECREASED
Shares1,670 from 1,755
Change-85 (-5%)
Value$360.9K (-$21.6K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares1,667 from 1,648
Change+19 (+1%)
Value$360.2K (+$1.1K)
Filed 2026-11-06
Tactive Advisors, LLC
INCREASED
Shares1,666 from 1,643
Change+23 (+1%)
Value$360.0K (+$1.9K)
Filed 2026-10-08
MPS Loria Financial Planners, LLC
INCREASED
Shares1,664 from 1,656
Change+8 (+0%)
Value$359.5K (-$1.5K)
Filed 2026-10-14
Bauman Advisory Group, LLC
NEW
Shares1,648
Change+1,648
Value$356.1K
Filed 2026-10-29
Waycross Investment Management Co
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$356.1K (-$3.0K)
Filed 2026-10-14
Wrenne Financial Planning LLC
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$355.0K (-$3.0K)
Filed 2026-10-30
Mascagni Wealth Management, Inc.
INCREASED
Shares1,642 from 1,353
Change+289 (+21%)
Value$354.7K (+$59.8K)
Filed 2026-10-23
Post Resch Tallon Group Inc.
NEW
Shares1,637
Change+1,637
Value$353.7K
Filed 2026-10-09
Basso Capital Management, L.P.
INCREASED
Shares1,636 from 1,366
Change+270 (+20%)
Value$353.5K (+$55.8K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares1,634
Change+1,634
Value$353.1K
Filed 2026-10-19
Anderson Hoagland & Co
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$370.0K (+$14.1K)
Filed 2026-10-23
Vestia Personal Wealth Advisors
DECREASED
Shares1,631 from 1,638
Change-7 (0%)
Value$352.3K (-$4.7K)
Filed 2026-10-20
Gateway Investment Advisers LLC
DECREASED
Shares1,620 from 1,625
Change-5 (0%)
Value$350.1K (-$4.1K)
Filed 2026-10-13
Appleton Partners Inc
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$350 (-$352.7K)
Filed 2026-10-30
Asset Allocation Strategies LLC
DECREASED
Shares1,619 from 3,268
Change-1,649 (-50%)
Value$349.9K (-$362.4K)
Filed 2026-10-20
S. R. Schill & Associates
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$349.8K (-$3.0K)
Filed 2026-10-20
CrossGen Wealth, LLC
NEW
Shares1,618
Change+1,618
Value$349.6K
Filed 2026-10-30
CPR Investments Inc.
DECREASED
Shares1,612 from 1,842
Change-230 (-12%)
Value$348.4K (-$53.0K)
Filed 2026-10-26
Occidental Asset Management, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$348.3K (-$3.0K)
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$348.4K (-$3.0K)
Filed 2026-10-29
Family Capital Management, Inc.
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$348.1K (-$3.0K)
Filed 2026-11-03
RHS Financial, LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$347.2K (-$3.0K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,599 from 2,537
Change-938 (-37%)
Value$345.5K (-$207.3K)
Filed 2026-10-21
Fortress Financial Group, LLC
DECREASED
Shares1,592 from 1,637
Change-45 (-3%)
Value$344.0K (-$12.8K)
Filed 2026-10-21
Kelly Financial Services LLC
INCREASED
Shares1,592 from 1,591
Change+1 (+0%)
Value$344.1K (-$2.6K)
Filed 2026-10-20
Bank of New Hampshire
INCREASED
Shares1,588 from 1,582
Change+6 (+0%)
Value$343.1K (-$1.6K)
Filed 2026-10-06
Eagle Rock Investment Company, LLC
INCREASED
Shares1,587 from 1,583
Change+4 (+0%)
Value$342.8K (-$2.1K)
Filed 2026-10-21
Bdfs Capital LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$341.6K (-$2.9K)
Filed 2026-10-14
Blankinship & Foster, LLC
INCREASED
Shares1,580 from 1,141
Change+439 (+38%)
Value$341.4K (+$92.8K)
Filed 2026-10-19
Unified Investment Management
INCREASED
Shares1,580 from 1,546
Change+34 (+2%)
Value$341.4K (+$4.5K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares1,576 from 1,387
Change+189 (+14%)
Value$340.5K (+$38.3K)
Filed 2026-10-19
Pullen Investment Management, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$340.1K (-$2.9K)
Filed 2026-10-23
Atala Financial Inc
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$339.9K (-$2.9K)
Filed 2026-10-22
Global Assets Advisory, LLC
DECREASED
Shares1,569 from 1,936
Change-367 (-19%)
Value$341.9K (-$79.9K)
Filed 2026-10-28
Semus Wealth Partners LLC
INCREASED
Shares1,566 from 1,560
Change+6 (+0%)
Value$338.4K (-$1.6K)
Filed 2026-10-22
Cascade Investment Advisors, Inc.
INCREASED
Shares1,565 from 1,561
Change+4 (+0%)
Value$338.2K (-$2.0K)
Filed 2026-11-02
Winch Advisory Services, LLC
INCREASED
Shares1,560 from 1,556
Change+4 (+0%)
Value$337.1K (-$2.0K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares1,553 from 1,213
Change+340 (+28%)
Value$335.6K (+$71.2K)
Filed 2026-11-03
Verde Capital Management
DECREASED
Shares1,553 from 1,584
Change-31 (-2%)
Value$335.6K (-$9.6K)
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares1,547 from 1,781
Change-234 (-13%)
Value$334.3K (-$53.9K)
Filed 2026-10-22
Straight Path Wealth Management
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$333.0K (-$2.8K)
Filed 2026-10-23
Sunpointe, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$333.0K (-$2.8K)
Filed 2026-10-22
Naples Global Advisors, LLC
DECREASED
Shares1,538 from 1,837
Change-299 (-16%)
Value$332.3K (-$68.1K)
Filed 2026-11-05
Element Pointe Advisors, LLC
NEW
Shares1,535
Change+1,535
Value$331.7K
Filed 2026-10-21
BankPlus Trust Department
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$331.3K (-$2.8K)
Filed 2026-11-06
Capital Advantage, Inc.
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$331.1K (-$2.8K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares1,530 from 1,547
Change-17 (-1%)
Value$330.6K (-$6.5K)
Filed 2026-10-28
Compass Financial Group, Inc.
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$330.4K (-$2.8K)
Filed 2026-11-06
PTM Wealth Management, LLC
INCREASED
Shares1,528 from 1,521
Change+7 (+0%)
Value$334.7K (-$1.5K)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares1,524 from 1,484
Change+40 (+3%)
Value$329.2K (+$5.9K)
Filed 2026-10-20
KFG Wealth Management, LLC
NEW
Shares1,523
Change+1,523
Value$329.1K
Filed 2026-10-16
Morton Capital Management LLC
DECREASED
Shares1,519 from 1,575
Change-56 (-4%)
Value$328.2K (-$15.0K)
Filed 2026-10-23
Seelaus Asset Management LLC
DECREASED
Shares1,507 from 1,682
Change-175 (-10%)
Value$325.6K (-$40.9K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,506 from 1,488
Change+18 (+1%)
Value$325.5K (+$1.1K)
Filed 2026-11-04
TCP Asset Management, LLC
DECREASED
Shares1,502 from 1,853
Change-351 (-19%)
Value$326.3K (-$77.5K)
Filed 2026-10-14
Gimbal Financial
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$324.1K (-$2.8K)
Filed 2026-10-19
Toth Financial Advisory Corp
INCREASED
Shares1,498 from 435
Change+1,063 (+244%)
Value$323.7K (+$228.9K)
Filed 2026-10-08
Security National Bank
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$323.5K (-$2.8K)
Filed 2026-10-26
Hanson & Doremus Investment Management
DECREASED
Shares1,494 from 1,760
Change-266 (-15%)
Value$323 (-$383.7K)
Filed 2026-10-16
JB Capital LLC
INCREASED
Shares1,494 from 1,488
Change+6 (+0%)
Value$322.9K (-$1.3K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares1,493 from 1,470
Change+23 (+2%)
Value$322.6K (+$2.1K)
Filed 2026-10-13
IFG Advisors, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$321.3K (-$2.8K)
Filed 2026-10-15
Breachway Investments LLC
DECREASED
Shares1,481 from 1,890
Change-409 (-22%)
Value$320.0K (-$92.0K)
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares1,481 from 1,381
Change+100 (+7%)
Value$320.0K (+$19.1K)
Filed 2026-10-29
Rubicon Advisors, GP
INCREASED
Shares1,480 from 1,450
Change+30 (+2%)
Value$319.7K (+$3.6K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
DECREASED
Shares1,480 from 1,497
Change-17 (-1%)
Value$319.8K (-$6.4K)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares1,476 from 1,540
Change-64 (-4%)
Value$318.9K (-$16.7K)
Filed 2026-10-30
Coyle Financial Counsel LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$318.4K (-$2.7K)
Filed 2026-10-28
SVB Wealth LLC
DECREASED
Shares1,471 from 1,496
Change-25 (-2%)
Value$317.9K (-$8.2K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED
Shares1,468 from 2,029
Change-561 (-28%)
Value$322.4K (-$121.0K)
Filed 2026-10-13
Westover Capital Advisors, LLC
DECREASED
Shares1,467 from 1,552
Change-85 (-5%)
Value$317.0K (-$21.2K)
Filed 2026-10-26
Sherman Wealth Management LLC
INCREASED
Shares1,466 from 1,459
Change+7 (+0%)
Value$316.8K (-$1.2K)
Filed 2026-10-16
LCW Services, LLC
DECREASED
Shares1,465 from 1,489
Change-24 (-2%)
Value$316.6K (-$7.9K)
Filed 2026-10-21
Ceera Investments, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$316.6K (-$2.7K)
Filed 2026-11-02
Tarbox Family Office, Inc.
DECREASED
Shares1,462 from 1,678
Change-216 (-13%)
Value$315.9K (-$49.8K)
Filed 2026-10-23
Park National Corp
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$313.5K (-$2.7K)
Filed 2026-10-05
Tctc Holdings, LLC
INCREASED
Shares1,450 from 1,449
Change+1 (+0%)
Value$313.2K (-$2.6K)
Filed 2026-11-02
RAM Investment Partners, LLC
INCREASED
Shares1,448 from 1,445
Change+3 (+0%)
Value$312.9K (-$2.1K)
Filed 2026-10-21
Great Waters Wealth Management
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$312.9K (-$2.7K)
Filed 2026-10-07
Smart Wealth LLC
NEW
Shares1,446
Change+1,446
Value$312.5K
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares1,438 from 1,417
Change+21 (+1%)
Value$310.8K (+$1.9K)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
INCREASED
Shares1,427 from 1,401
Change+26 (+2%)
Value$308.3K (+$3.0K)
Filed 2026-11-05
Schulz Wealth, Ltd.
INCREASED
Shares1,424 from 1,398
Change+26 (+2%)
Value$307.7K (+$3.1K)
Filed 2026-11-03
Three Arch Wealth Management LLC
DECREASED
Shares1,420 from 1,433
Change-13 (-1%)
Value$306.8K (-$5.5K)
Filed 2026-10-20
Haven Private, LLC
DECREASED
Shares1,417 from 1,492
Change-75 (-5%)
Value$306.2K (-$19.0K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares1,416 from 1,530
Change-114 (-7%)
Value$306.0K (-$27.5K)
Filed 2026-10-21
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares1,403 from 1,410
Change-7 (0%)
Value$303.2K (-$4.0K)
Filed 2026-10-14
Provident Wealth Management, LLC
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$302.1K (-$2.6K)
Filed 2026-10-20
SimpliFi, Inc.
INCREASED
Shares1,393 from 1,386
Change+7 (+1%)
Value$300.9K (-$1.3K)
Filed 2026-10-28
Park State Asset Management
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$301.0K (-$2.6K)
Filed 2026-11-02
Mcdonald Partners LLC
DECREASED
Shares1,392 from 1,573
Change-181 (-12%)
Value$300.8K (-$42.0K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,387 from 1,100
Change+287 (+26%)
Value$299.7K (+$60.0K)
Filed 2026-10-09
Manske Wealth Management
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$299.5K (-$2.6K)
Filed 2026-10-26
Key Capital Management, Inc
NEW
Shares1,381
Change+1,381
Value$298.4K
Filed 2026-11-03
RVW Wealth, LLC
DECREASED
Shares1,381 from 1,636
Change-255 (-16%)
Value$298.4K (-$58.1K)
Filed 2026-10-06
Laurel Wealth Advisors LLC
DECREASED
Shares1,381 from 1,431
Change-50 (-3%)
Value$298.4K (-$13.5K)
Filed 2026-10-27
Value Investment Professionals, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$298.4K (-$2.6K)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED
Shares1,372 from 1,366
Change+6 (+0%)
Value$296.5K (-$1.3K)
Filed 2026-10-14
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$296.2K (-$2.5K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
DECREASED
Shares1,365 from 2,779
Change-1,414 (-51%)
Value$294.9K (-$310.7K)
Filed 2026-10-20
Ethic Inc.
NEW
Shares1,364
Change+1,364
Value$294.7K
Filed 2026-11-03
Heffernan Advisory, Inc
NEW
Shares1,364
Change+1,364
Value$294.7K
Filed 2026-10-13
Cpwa, LLC
INCREASED
Shares1,356 from 1,353
Change+3 (+0%)
Value$300.2K (+$5.4K)
Filed 2026-11-04
Seven Mile Advisory
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$292.4K (-$2.5K)
Filed 2026-10-22
Excalibur Management Corp
DECREASED
Shares1,352 from 1,361
Change-9 (-1%)
Value$292.1K (-$4.5K)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares1,348 from 1,343
Change+5 (+0%)
Value$291.3K (-$1.3K)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares1,345 from 1,033
Change+312 (+30%)
Value$290.6K (+$65.5K)
Filed 2026-11-05
Beacon Capital Management, LLC
INCREASED
Shares1,343 from 1,159
Change+184 (+16%)
Value$290.3K (+$37.7K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
INCREASED
Shares1,343 from 1,341
Change+2 (+0%)
Value$290.1K (-$2.0K)
Filed 2026-10-26
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$290.2K (-$2.5K)
Filed 2026-11-06
Burk Holdings LLC
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$289.4K (-$2.5K)
Filed 2026-11-05
Kure Advisory, LLC
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$289.4K (-$2.5K)
Filed 2026-10-08
Formidable Asset Management, LLC
DECREASED
Shares1,338 from 1,544
Change-206 (-13%)
Value$291.6K (-$11.3K)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$292.0K (+$375)
Filed 2026-10-20
Peterson Wealth Services
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$285.4K (-$2.4K)
Filed 2026-10-26
First Interstate Bank
DECREASED
Shares1,319 from 1,354
Change-35 (-3%)
Value$285.0K (-$10.1K)
Filed 2026-10-23
St. Clair Advisors, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$284.4K (-$2.4K)
Filed 2026-10-13
JSF Financial, LLC
DECREASED
Shares1,315 from 1,323
Change-8 (-1%)
Value$284.2K (-$4.1K)
Filed 2026-10-22
Norris Perne & French LLP
DECREASED
Shares1,307 from 1,624
Change-317 (-20%)
Value$282.4K (-$71.5K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,305 from 1,405
Change-100 (-7%)
Value$282.0K (-$24.2K)
Filed 2026-10-06
Burkett Financial Services, LLC
INCREASED
Shares1,300 from 52
Change+1,248 (+2400%)
Value$281.0K (+$269.6K)
Filed 2026-10-01
Harfst & Associates, Inc.
INCREASED
Shares1,300 from 1,278
Change+22 (+2%)
Value$280.9K (+$2.4K)
Filed 2026-10-20
Grand Central Investment Group
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$280.7K (-$2.4K)
Filed 2026-11-02
Philadelphia Trust Co
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$280 (-$282.7K)
Filed 2026-11-05
Independence Wealth Advisors, LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$279.8K (-$2.4K)
Filed 2026-10-29
Sonata Capital Group Inc
INCREASED
Shares1,291 from 1,290
Change+1 (+0%)
Value$278.9K (-$2.3K)
Filed 2026-10-19
Rebalance, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$277.4K (-$2.4K)
Filed 2026-10-22
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$277.4K (-$2.4K)
Filed 2026-11-02
Smith Thornton Advisors LLC
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$275.7K (-$4.2K)
Filed 2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$277.9K ($0)
Filed 2026-10-22
Foronjy Financial LLC
DECREASED
Shares1,274 from 1,459
Change-185 (-13%)
Value$275.3K (-$42.6K)
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares1,273 from 1,421
Change-148 (-10%)
Value$275.2K (-$34.4K)
Filed 2026-10-09
M.E. Allison & Co., Inc.
INCREASED
Shares1,272 from 1,266
Change+6 (+0%)
Value$274.9K (-$1.0K)
Filed 2026-10-09
Kassira Wealth Management LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$274.4K (-$2.3K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$273.6K (-$2.3K)
Filed 2026-10-22
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,264 from 1,373
Change-109 (-8%)
Value$273.1K (-$26.1K)
Filed 2026-10-14
Sterling Investment Management, LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$271.4K (-$2.3K)
Filed 2026-10-16
Sage Investment Advisers LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$271.2K (-$2.3K)
Filed 2026-10-21
Redmond Asset Management, LLC
DECREASED
Shares1,253 from 1,262
Change-9 (-1%)
Value$270.7K (-$4.3K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$270.1K (-$2.3K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
DECREASED
Shares1,248 from 1,417
Change-169 (-12%)
Value$269.7K (-$39.1K)
Filed 2026-10-26
Stenger Family Office, LLC
INCREASED
Shares1,244 from 934
Change+310 (+33%)
Value$274.5K (+$71.0K)
Filed 2026-10-22
Retirement Solution LLC
DECREASED
Shares1,244 from 1,271
Change-27 (-2%)
Value$268.8K (-$8.1K)
Filed 2026-10-27
D.B. Root & Company, LLC
INCREASED
Shares1,244 from 1,242
Change+2 (+0%)
Value$268.7K (-$1.9K)
Filed 2026-11-04
Hardin Capital Partners, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$268.3K (-$3.0K)
Filed 2026-10-09
Liberty Capital Management, Inc.
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$268.2K (-$2.3K)
Filed 2026-11-02
Barton Investment Management
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$266.9K (-$2.3K)
Filed 2026-10-27
Virtue Capital Management, LLC
INCREASED
Shares1,232 from 1,194
Change+38 (+3%)
Value$266.2K (+$6.0K)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,231 from 1,270
Change-39 (-3%)
Value$266.0K (-$10.8K)
Filed 2026-10-16
Carson Advisory Inc.
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$265.8K (-$2.3K)
Filed 2026-11-06
Power Wealth Management LLC
NEW
Shares1,229
Change+1,229
Value$265.6K
Filed 2026-10-27
Ferguson Shapiro LLC
DECREASED
Shares1,229 from 2,135
Change-906 (-42%)
Value$265.5K (-$199.8K)
Filed 2026-10-16
Riverbridge Partners LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$263.4K (-$2.3K)
Filed 2026-11-05
Old Peak Finance LLC
INCREASED
Shares1,217 from 1,216
Change+1 (+0%)
Value$263.0K (-$1.9K)
Filed 2026-11-02
Laurel Wealth Planning LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$261.5K (-$2.2K)
Filed 2026-11-02
Shoker Investment Counsel, Inc.
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$261.0K (-$2.2K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares1,205 from 1,369
Change-164 (-12%)
Value$260.3K (-$38.1K)
Filed 2026-10-09
First Nebraska Trust Co
DECREASED
Shares1,204 from 1,434
Change-230 (-16%)
Value$260.2K (-$52.4K)
Filed 2026-10-30
Signature Resources Capital Management, LLC
DECREASED
Shares1,201 from 1,411
Change-210 (-15%)
Value$259.5K (-$48.0K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
INCREASED
Shares1,201 from 1,199
Change+2 (+0%)
Value$259.5K (-$1.8K)
Filed 2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,200 from 1,196
Change+4 (+0%)
Value$259.3K (-$1.4K)
Filed 2026-11-03
Northside Capital Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$259.3K (-$2.2K)
Filed 2026-10-13
QTR Family Wealth, LLC
INCREASED
Shares1,195 from 1,152
Change+43 (+4%)
Value$258.3K (+$7.2K)
Filed 2026-11-02
Penney Financial, LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$256.5K (-$2.2K)
Filed 2026-10-20
Granite FO LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$256.5K (-$2.2K)
Filed 2026-10-14
Clear Point Advisors Inc.
INCREASED
Shares1,186 from 1,182
Change+4 (+0%)
Value$256.3K (-$1.2K)
Filed 2026-10-30
Wellment Financial
INCREASED
Shares1,185 from 1,016
Change+169 (+17%)
Value$256.1K (+$34.6K)
Filed 2026-10-28
MontVue Capital Management, Inc.
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$255.6K (-$2.2K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$253.9K (-$2.2K)
Filed 2026-10-26
True Freedom Investing, LLC
NEW
Shares1,173
Change+1,173
Value$253.5K
Filed 2026-10-29
Pinkerton Wealth, LLC
NEW
Shares1,173
Change+1,173
Value$253.5K
Filed 2026-10-29
Capital Investment Counsel, Inc
DECREASED
Shares1,172 from 1,267
Change-95 (-7%)
Value$253.2K (-$22.9K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
DECREASED
Shares1,172 from 1,181
Change-9 (-1%)
Value$253.4K (-$4.1K)
Filed 2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,170 from 1,169
Change+1 (+0%)
Value$252.8K (-$2.0K)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares1,163 from 1,213
Change-50 (-4%)
Value$251.3K (-$13.0K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$250.7K (-$2.1K)
Filed 2026-11-02
Foresight Capital Management Advisors, Inc.
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$250.7K (-$2.1K)
Filed 2026-10-27
Wilkerson Advisory Group LLC
DECREASED
Shares1,157 from 1,239
Change-82 (-7%)
Value$250.0K (-$20.0K)
Filed 2026-10-20
Cynosure Group, LLC
INCREASED
Shares1,152 from 1,147
Change+5 (+0%)
Value$249.0K (-$963)
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares1,151 from 6,223
Change-5,072 (-81%)
Value$248.7K (-$1.1M)
Filed 2026-11-05
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$248.7K (-$2.1K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
INCREASED
Shares1,147 from 1,091
Change+56 (+5%)
Value$247.8K (+$10.1K)
Filed 2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$247.4K (-$2.1K)
Filed 2026-10-15
Austin Wealth Management, LLC
DECREASED
Shares1,139 from 1,202
Change-63 (-5%)
Value$250.1K (-$11.8K)
Filed 2026-11-06
Destiny Capital Corp
NEW
Shares1,138
Change+1,138
Value$245.9K
Filed 2026-11-03
Chicago Capital, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$244.2K (-$2.1K)
Filed 2026-10-13
Valued Retirements, Inc.
INCREASED
Shares1,129 from 1,116
Change+13 (+1%)
Value$244.0K (+$744)
Filed 2026-11-06
Go Invest LLC
DECREASED
Shares1,128 from 1,373
Change-245 (-18%)
Value$243.8K (-$55.5K)
Filed 2026-10-09
Resonant Capital Advisors, LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$243.7K (-$2.1K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$243.5K (-$1.5K)
Filed 2026-11-02
Aviso Wealth Management
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$243.5K (-$2.1K)
Filed 2026-11-04
Evergreen Advisors, LLC
INCREASED
Shares1,125 from 929
Change+196 (+21%)
Value$243.0K (+$40.6K)
Filed 2026-10-28
Orgel Wealth Management, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$243.1K (-$2.1K)
Filed 2026-10-14
Levin Capital Strategies, L.P.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$243.1K (-$2.1K)
Filed 2026-11-02
Golden Bell Financial Planning LLC
INCREASED
Shares1,119 from 1,115
Change+4 (+0%)
Value$241.8K (-$1.1K)
Filed 2026-11-02
GEM Asset Management, LLC
NEW
Shares1,114
Change+1,114
Value$240.8K
Filed 2026-10-13
Delta Financial Advisors LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$239.8K (-$2.1K)
Filed 2026-10-27
Hyposwiss Advisors SA
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$239.8K (-$2.1K)
Filed 2026-10-26
Cypress Capital, LLC
DECREASED
Shares1,109 from 37,970
Change-36,861 (-97%)
Value$239.7K (-$8.0M)
Filed 2026-10-20
KRM Wealth Management L.L.C.
INCREASED
Shares1,108 from 1,107
Change+1 (+0%)
Value$239.5K (-$1.8K)
Filed 2026-11-02
Carlson Financial, Inc.
DECREASED
Shares1,107 from 1,139
Change-32 (-3%)
Value$239.2K (-$8.9K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares1,106 from 1,140
Change-34 (-3%)
Value$239.1K (-$9.4K)
Filed 2026-10-08
Gallagher Capital Advisors, LLC
INCREASED
Shares1,106 from 1,101
Change+5 (+0%)
Value$239.1K (-$925)
Filed 2026-10-09
Paulson Wealth Management Inc.
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$238.8K (-$2.0K)
Filed 2026-11-02
SMI Advisory Services, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$243.8K (+$1.3K)
Filed 2026-10-13
Wells Financial Advisors Inc
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$238.3K (-$2.0K)
Filed 2026-11-02
Community Bank, N.A.
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$238.3K (-$2.0K)
Filed 2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$238.1K (-$2.0K)
Filed 2026-10-09
MFA Wealth Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$237.7K (-$2.0K)
Filed 2026-10-07
Cap Partners, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$237.3K (-$2.0K)
Filed 2026-10-19
Sicart Associates LLC
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$244.2K (+$6.0K)
Filed 2026-10-29
Madden Securities Corp
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$234.4K (-$2.0K)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares1,082
Change+1,082
Value$233.9K
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares1,078 from 1,093
Change-15 (-1%)
Value$233.0K (-$5.2K)
Filed 2026-10-30
First Bank & Trust
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$229.9K (-$2.0K)
Filed 2026-10-19
Hobart Private Capital, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$229.7K (-$2.0K)
Filed 2026-10-19
MFA Wealth Services
INCREASED
Shares1,062 from 1,057
Change+5 (+0%)
Value$229.5K (-$887)
Filed 2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$228.6K (-$2.0K)
Filed 2026-10-16
One Wealth Capital Management, LLC
DECREASED
Shares1,056 from 1,811
Change-755 (-42%)
Value$228.2K (-$166.5K)
Filed 2026-10-23
Centennial Wealth Advisory LLC
NEW
Shares1,053
Change+1,053
Value$227.6K
Filed 2026-10-16
Phoenix Wealth Advisors
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$226.9K (-$1.9K)
Filed 2026-11-03
MBA Advisors LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$226.5K (-$1.9K)
Filed 2026-10-29
Flynn Zito Capital Management, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$226.2K (-$1.9K)
Filed 2026-11-04
Cambiar Investors LLC
DECREASED
Shares1,046 from 2,942
Change-1,896 (-64%)
Value$226.0K (-$415.1K)
Filed 2026-11-04
Capital City Trust Co
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$226.0K (-$1.9K)
Filed 2026-10-22
MBE Wealth Management, LLC
INCREASED
Shares1,045 from 1,036
Change+9 (+1%)
Value$225.9K (+$88)
Filed 2026-10-26
Praetorian Wealth Management, Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$225.8K (-$1.9K)
Filed 2026-10-16
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares1,040 from 1,030
Change+10 (+1%)
Value$224.8K (+$255)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$224.7K (-$1.9K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$224.7K (-$1.9K)
Filed 2026-10-07
Great Point Wealth Advisors, LLC
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$224.1K (-$1.9K)
Filed 2026-10-15
Spectrum Asset Management, Inc. (NB )
NEW
Shares1,034
Change+1,034
Value$223.4K
Filed 2026-10-19
Wealth Management Nebraska
INCREASED
Shares1,029 from 956
Change+73 (+8%)
Value$222.5K (+$14.1K)
Filed 2026-10-26
JGP Wealth Management, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$222.3K (-$1.9K)
Filed 2026-10-13
Briaud Financial Planning Inc
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$221.7K (-$1.9K)
Filed 2026-10-20
Centerpoint Advisors, LLC
NEW
Shares1,024
Change+1,024
Value$221
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares1,019 from 1,014
Change+5 (+0%)
Value$220.8K (+$278)
Filed 2026-10-09
Petredis Investment Advisors LLC
DECREASED
Shares1,012 from 1,040
Change-28 (-3%)
Value$218.7K (-$8.0K)
Filed 2026-10-20
Sherman Asset Management, Inc.
DECREASED
Shares1,010 from 1,013
Change-3 (0%)
Value$218.3K (-$2.5K)
Filed 2026-11-05
Gryphon Financial Partners LLC
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$216.5K (-$1.9K)
Filed 2026-11-04
Herbst Group, LLC
NEW
Shares1,000
Change+1,000
Value$216.1K
Filed 2026-10-20
Axim Planning & Wealth
DECREASED
Shares999 from 1,105
Change-106 (-10%)
Value$215.9K (-$24.8K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares998 from 944
Change+54 (+6%)
Value$215.6K (+$9.9K)
Filed 2026-10-13
Rossmore Private Capital
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$214.8K (-$1.8K)
Filed 2026-10-27
Tortuga Wealth Management, Inc
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$214.4K (-$1.7K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares990 from 1,033
Change-43 (-4%)
Value$213.9K (-$11.3K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
DECREASED
Shares988 from 2,602
Change-1,614 (-62%)
Value$220.7K (-$343.8K)
Filed 2026-10-19
Fort Washington Investment Advisors Inc
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$213.1K (-$1.8K)
Filed 2026-10-15
Radnor Capital Management, LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$212.6K (-$1.8K)
Filed 2026-10-23
Palatine Hill Wealth Management, LLC
DECREASED
Shares983 from 1,014
Change-31 (-3%)
Value$212.4K (-$8.6K)
Filed 2026-11-03
Berkeley, Inc
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$211.8K (-$1.7K)
Filed 2026-10-20
Strategic Wealth Investment Group, LLC
NEW
Shares979
Change+979
Value$211.5K
Filed 2026-10-29
SevenBridge Financial Group, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$219.8K (+$196)
Filed 2026-10-26
Visionary Horizons, LLC
INCREASED
Shares978 from 976
Change+2 (+0%)
Value$211.4K (-$1.4K)
Filed 2026-10-22
1834 Investment Advisors Co
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$210.9K (-$1.8K)
Filed 2026-10-16
Channel Wealth LLC
DECREASED
Shares974 from 1,041
Change-67 (-6%)
Value$210.5K (-$16.4K)
Filed 2026-11-06
Powell Investment Advisors, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$210.2K (-$1.8K)
Filed 2026-10-22
Sunesis Advisors, LLC
DECREASED
Shares970 from 989
Change-19 (-2%)
Value$209.6K (-$5.9K)
Filed 2026-10-26
Wilkins Miller Wealth Management, LLC
INCREASED
Shares970 from 966
Change+4 (+0%)
Value$209.6K (-$940)
Filed 2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$209.4K (-$1.8K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
INCREASED
Shares966 from 961
Change+5 (+1%)
Value$209 (-$208.8K)
Filed 2026-10-20
Mlp3, LLC
INCREASED
Shares966 from 964
Change+2 (+0%)
Value$208.8K (-$1.4K)
Filed 2026-10-22
Capital Planning LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$208.7K (-$1.8K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
NEW
Shares963
Change+963
Value$208.2K
Filed 2026-10-14
Liberty Atlantic Advisors LLC
NEW
Shares963
Change+963
Value$208.1K
Filed 2026-10-14
Sentinel Trust Co LBA
DECREASED
Shares963 from 970
Change-7 (-1%)
Value$208 (-$3)
Filed 2026-11-03
Poinciana Advisors Group, LLC
DECREASED
Shares956 from 1,105
Change-149 (-13%)
Value$206.6K (-$34.2K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares956 from 953
Change+3 (+0%)
Value$206.5K (-$1.2K)
Filed 2026-11-05
Clearstead Trust, LLC
DECREASED
Shares954 from 995
Change-41 (-4%)
Value$206.1K (-$10.7K)
Filed 2026-11-06
Versant Capital Management, Inc
DECREASED
Shares953 from 1,198
Change-245 (-20%)
Value$205.9K (-$55.3K)
Filed 2026-10-02
Oxler Private Wealth LLC
INCREASED
Shares952 from 947
Change+5 (+1%)
Value$205.6K (-$835)
Filed 2026-10-21
Compass Financial Group, Inc
NEW
Shares944
Change+944
Value$204.0K
Filed 2026-10-13
Optima Capital LLC
INCREASED
Shares944 from 941
Change+3 (+0%)
Value$204.0K (-$1.1K)
Filed 2026-10-29
WestHill Financial Advisors, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$203.5K (-$1.7K)
Filed 2026-10-14
Crown Wealth Group, LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$203.3K (-$1.7K)
Filed 2026-10-19
Steinberganna Wealth Management
INCREASED
Shares940 from 936
Change+4 (+0%)
Value$203.1K (-$977)
Filed 2026-10-23
NovaPoint Capital, LLC
NEW
Shares931
Change+931
Value$201.2K
Filed 2026-10-22
Citizens & Northern Corp
NEW
Shares930
Change+930
Value$201.0K
Filed 2026-11-06
Washington Trust Bank
NEW
Shares929
Change+929
Value$200.7K
Filed 2026-11-03
Melfa Wealth Management, Inc.
INCREASED
Shares928 from 927
Change+1 (+0%)
Value$200.4K (-$1.6K)
Filed 2026-11-06
Five Oceans Advisors
DECREASED
Shares927 from 928
Change-1 (0%)
Value$200.2K (-$1.9K)
Filed 2026-10-22
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$200.1K (-$1.7K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$208.7K (+$7.9K)
Filed 2026-10-29
Alta Capital Management LLC/
NEW
Shares890
Change+890
Value$192.3K
Filed 2026-10-26
Chung Wu Investment Group, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$192.3K (-$1.6K)
Filed 2026-11-03
Valued Wealth Advisors LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$190.8K (-$1.6K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares859 from 1,009
Change-150 (-15%)
Value$185.5K (-$34.4K)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$182.9K (-$2.1K)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
INCREASED
Shares829 from 828
Change+1 (+0%)
Value$179.1K (-$1.5K)
Filed 2026-10-28
Financial Freedom, LLC
NEW
Shares823
Change+823
Value$177.9K
Filed 2026-11-06
Wolff Wiese Magana LLC
INCREASED
Shares804 from 788
Change+16 (+2%)
Value$173.7K (+$2.0K)
Filed 2026-10-15
City Holding Co
DECREASED
Shares797 from 806
Change-9 (-1%)
Value$172.2K (-$3.4K)
Filed 2026-10-19
Coston, McIsaac & Partners
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$171.8K (-$1.2K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$165.9K (-$1.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares746 from 744
Change+2 (+0%)
Value$161.2K (-$854)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
INCREASED
Shares721 from 10
Change+711 (+7110%)
Value$155.8K (+$153.6K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares714 from 6,291
Change-5,577 (-89%)
Value$154.3K (-$1.2M)
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares705
Change+705
Value$152.3K
Filed 2026-10-27
Y.D. More Investments Ltd
INCREASED
Shares701 from 216
Change+485 (+225%)
Value$151.5K (+$104.4K)
Filed 2026-11-02
West Paces Advisors Inc.
DECREASED
Shares699 from 1,149
Change-450 (-39%)
Value$151.0K (-$99.4K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares691 from 688
Change+3 (+0%)
Value$149.4K (-$666)
Filed 2026-11-03
Towne Trust Company, N.a
INCREASED
Shares678 from 135
Change+543 (+402%)
Value$146.5K (+$117.1K)
Filed 2026-10-28
Legacy Bridge, LLC
DECREASED
Shares662 from 671
Change-9 (-1%)
Value$143.0K (-$3.2K)
Filed 2026-10-28
Arcadia Investment Advisors LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$142.2K (-$1.2K)
Filed 2026-10-13
Three Bridge Wealth Advisors, LLC
NEW
Shares657
Change+657
Value$142.0K
Filed 2026-11-05
Hilton Head Capital Partners, LLC
INCREASED
Shares652 from 649
Change+3 (+0%)
Value$140.8K (-$706)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$140.9K (-$1.2K)
Filed 2026-10-28
Entrust Financial LLC
INCREASED
Shares641 from 638
Change+3 (+0%)
Value$138.5K (-$536)
Filed 2026-11-04
Lynch Asset Management, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$138.1K (-$1.2K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$135 (-$1)
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$134.8K (-$1.2K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares615 from 607
Change+8 (+1%)
Value$132.9K (+$606)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$132.0K (-$1.1K)
Filed 2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED
Shares603 from 474
Change+129 (+27%)
Value$130.3K (+$27.0K)
Filed 2026-10-19
Chilton Capital Management LLC
NEW
Shares602
Change+602
Value$130.1K
Filed 2026-10-28
Evensky & Katz LLC
INCREASED
Shares591 from 566
Change+25 (+4%)
Value$128 (-$122.9K)
Filed 2026-10-27
Fairway Wealth LLC
DECREASED
Shares554 from 610
Change-56 (-9%)
Value$119.7K (-$13.2K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$115.4K (-$988)
Filed 2026-10-21
Marquette Asset Management, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$115.4K (-$988)
Filed 2026-10-09
Canton Hathaway, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$111.3K (-$953)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares504
Change+504
Value$108.9K
Filed 2026-10-28
Davis Capital Management
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$104.2K (-$891)
Filed 2026-10-08
Sellwood Investment Partners LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$103.5K (-$886)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares469 from 313
Change+156 (+50%)
Value$101.6K (+$33.6K)
Filed 2026-10-27
Redwood Park Advisors LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$98.5K (-$844)
Filed 2026-11-02
Hoey Investments, Inc
DECREASED
Shares450 from 498
Change-48 (-10%)
Value$97.2K (-$11.3K)
Filed 2026-10-29
Kimelman & Baird, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$95.3K (-$816)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$94.4K (-$809)
Filed 2026-10-21
Independence Bank of Kentucky
INCREASED
Shares421 from 152
Change+269 (+177%)
Value$91.0K (+$57.8K)
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares406 from 506
Change-100 (-20%)
Value$92.9K (-$17.3K)
Filed 2026-10-30
Pflug Koory, LLC
INCREASED
Shares398 from 397
Change+1 (+0%)
Value$86.1K (-$333)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares397
Change+397
Value$86.6K
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$81.1K (-$535)
Filed 2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$79.7K (-$682)
Filed 2026-10-30
Hara Capital LLC
DECREASED
Shares365 from 615
Change-250 (-41%)
Value$78.9K (-$55.2K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares364 from 363
Change+1 (+0%)
Value$78.7K (-$305)
Filed 2026-11-02
Southern Michigan Bank & Trust
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$78.0K (-$668)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares353 from 517
Change-164 (-32%)
Value$76.3K (-$36.3K)
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$74.1K (-$634)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$71.1K (-$609)
Filed 2026-10-28
Strengthening Families & Communities, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$66.2K (-$566)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares301 from 299
Change+2 (+1%)
Value$65.0K (-$252)
Filed 2026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$63.5K (-$543)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$63.4K (-$524)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
DECREASED
Shares292 from 315
Change-23 (-7%)
Value$63.1K (-$5.5K)
Filed 2026-10-23
Concord Wealth Partners
DECREASED
Shares290 from 292
Change-2 (-1%)
Value$62.7K (-$856)
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares289 from 329
Change-40 (-12%)
Value$62.4K (-$9.3K)
Filed 2026-10-01
Bear Mountain Capital, Inc.
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$63.2K (+$1.4K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares274
Change+274
Value$59.2K
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$59.2K (-$507)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares270 from 271
Change-1 (0%)
Value$58.3K (-$718)
Filed 2026-10-28
Compass Wealth Management LLC
NEW
Shares260
Change+260
Value$56.2K
Filed 2026-10-22
Vima LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$54.7K (-$468)
Filed 2026-10-23
Kozak & Associates, Inc.
DECREASED
Shares250 from 329
Change-79 (-24%)
Value$56.7K (-$14.8K)
Filed 2026-10-29
Aspect Partners, LLC
INCREASED
Shares244 from 207
Change+37 (+18%)
Value$52.7K (+$7.6K)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$50 (-$51.0K)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$50.6K (-$433)
Filed 2026-10-30
Tradewinds Capital Management, LLC
DECREASED
Shares232 from 254
Change-22 (-9%)
Value$50.1K (-$5.3K)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares232 from 243
Change-11 (-5%)
Value$50.1K (-$2.8K)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares228 from 259
Change-31 (-12%)
Value$49.3K (-$7.2K)
Filed 2026-10-26
Byrne Asset Management LLC
INCREASED
Shares226 from 225
Change+1 (+0%)
Value$49.0K (-$60)
Filed 2026-10-06
Eukles Asset Management
INCREASED
Shares224 from 96
Change+128 (+133%)
Value$48.3K (+$27.5K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$45.6K (-$390)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$44.9K (-$385)
Filed 2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares205 from 175
Change+30 (+17%)
Value$44 (-$38.0K)
Filed 2026-10-14
Sawyer & Company, Inc
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$44.1K (-$378)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares195 from 79
Change+116 (+147%)
Value$43.9K (+$26.5K)
Filed 2026-10-26
Peachtree Investment Partners, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$42.0K (-$360)
Filed 2026-11-05
Axiom Investment Management LLC
NEW
Shares190
Change+190
Value$41.1K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares187
Change+187
Value$40.4K
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$40.4K (-$346)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$40.6K (-$158)
Filed 2026-10-27
Luken Investment Analytics, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$39.5K (-$338)
Filed 2026-11-06
Nvwm, LLC
NEW
Shares180
Change+180
Value$38.9K
Filed 2026-10-14
Pittenger & Anderson Inc
INCREASED
Shares175 from 168
Change+7 (+4%)
Value$37.8K (+$1.2K)
Filed 2026-11-02
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$37.4K (-$320)
Filed 2026-11-02
Proathlete Wealth Management LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$36.9K (-$317)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
INCREASED
Shares163 from 87
Change+76 (+87%)
Value$35.2K (+$16.3K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
NEW
Shares162
Change+162
Value$35.0K
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$33.5K (-$287)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares145
Change+145
Value$31.3K
Filed 2026-10-23
Arvest Investments, Inc.
DECREASED
Shares137 from 142
Change-5 (-4%)
Value$29.6K (-$1.3K)
Filed 2026-10-21
Dorato Capital Management
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$27.7K (-$126)
Filed 2026-10-08
Networth Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$27.1K (-$104)
Filed 2026-11-03
Knuff & Co LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$26.6K (-$227)
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$25.3K (-$217)
Filed 2026-10-05
Albion Financial Group
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$25.3K (-$216)
Filed 2026-10-21
BankChampaign, National Association
DECREASED
Shares113 from 114
Change-1 (-1%)
Value$24.4K (-$427)
Filed 2026-10-19
Mascoma Wealth Management LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$23.9K (-$93)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares106
Change+106
Value$22.8K
Filed 2026-11-06
Viewpoint Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$21.6K (-$185)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares95
Change+95
Value$20.5K
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$19.7K (-$169)
Filed 2026-10-02
Godsey & Gibb, Inc
DECREASED
Shares86 from 118
Change-32 (-27%)
Value$18.6K (-$7.1K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$18.3K ($0)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$18.2K (-$155)
Filed 2026-10-28
PFC Capital Group, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$17.3K (+$17.3K)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$16.9K (-$145)
Filed 2026-10-22
Pathway Financial Advisers, LLC
NEW
Shares74
Change+74
Value$16.0K
Filed 2026-10-27
Vision Financial Markets LLC
DECREASED
Shares64 from 81
Change-17 (-21%)
Value$13.9K (-$3.6K)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$13.3K (-$51)
Filed 2026-10-21
Tower View Wealth Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$12.8K (-$49)
Filed 2026-10-23
Yankcom Partnership
INCREASED
Shares55 from 43
Change+12 (+28%)
Value$11.9K (+$2.5K)
Filed 2026-10-15
Essential Investment Partners LLC
NEW
Shares53
Change+53
Value$11.5K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.8K (-$41)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9 ($0)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$8.2K (-$70)
Filed 2026-10-06
Clark Wealth Partners
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.3K (-$63)
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.3K (-$63)
Filed 2026-10-22
Horizon Financial Services, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$6.9K (-$59)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.5K (-$55)
Filed 2026-11-06
Rakuten Securities, Inc.
DECREASED
Shares26 from 52
Change-26 (-50%)
Value$5.6K (-$5.7K)
Filed 2026-11-02
Spurstone Advisory Services, LLC
DECREASED
Shares24 from 28
Change-4 (-14%)
Value$5.2K (-$886)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.0K (-$42)
Filed 2026-10-21
Fortis Group Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.8K (-$40)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.3K (-$37)
Filed 2026-10-01
Arjuna Capital
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.7K (-$31)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.5K (-$29)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.1K (-$26)
Filed 2026-10-07
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.5K (-$10)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares10 from 1
Change+9 (+900%)
Value$2.2K (+$1.9K)
Filed 2026-11-04
Quaker Wealth Management, LLC
DECREASED
Shares6 from 11
Change-5 (-45%)
Value$1.3K (-$1.1K)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares2
Change+2
Value$433
Filed 2026-11-02
FDx Advisors, Inc.
CLOSED
Shares0 from 14,277
Change-14,277 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-05
Ardent Capital Management, Inc.
CLOSED
Shares0 from 5,790
Change-5,790 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Central Valley Advisors, LLC
CLOSED
Shares0 from 4,150
Change-4,150 (-100%)
Value$0 (-$904.0K)
Filed 2026-10-27
Private Client Services, LLC
CLOSED
Shares0 from 3,982
Change-3,982 (-100%)
Value$0 (-$867.8K)
Filed 2026-10-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 3,665
Change-3,665 (-100%)
Value$0 (-$798.9K)
Filed 2026-11-05
Advisor Resource Council
CLOSED
Shares0 from 3,620
Change-3,620 (-100%)
Value$0 (-$794.4K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,058
Change-3,058 (-100%)
Value$0 (-$666.4K)
Filed 2026-11-03
Cambridge Advisors Inc.
CLOSED
Shares0 from 2,850
Change-2,850 (-100%)
Value$0 (-$621.1K)
Filed 2026-10-19
Aerodigm Wealth, LLC
CLOSED
Shares0 from 1,823
Change-1,823 (-100%)
Value$0 (-$397.3K)
Filed 2026-10-16
Sensible Money, LLC
CLOSED
Shares0 from 1,671
Change-1,671 (-100%)
Value$0 (-$364.1K)
Filed 2026-10-20
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 1,532
Change-1,532 (-100%)
Value$0 (-$333.9K)
Filed 2026-10-14
Succession Financial, Inc.
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$300.3K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$294.0K)
Filed 2026-10-23
Core Wealth Management, Inc.
CLOSED
Shares0 from 1,344
Change-1,344 (-100%)
Value$0 (-$292.9K)
Filed 2026-10-22
Total Investment Management Inc
CLOSED
Shares0 from 1,085
Change-1,085 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-26
Inscription Capital, LLC
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$223.7K)
Filed 2026-11-02
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-13
Arkansas Financial Group, Inc.
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-26
PW Nova Financial Services LLC
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-15
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-26
Invariant Investment Management
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$176.5K)
Filed 2026-10-26
Capitol Family Office, Inc.
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$155.8K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$87.2K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 348
Change-348 (-100%)
Value$0 (-$76.4K)
Filed 2026-10-16
Barclays PLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$47.7K)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-19
Solstein Capital, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$435)
Filed 2026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$378.3K (+$42.1K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 134,456,813
Change-134,456,813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 44,576,925
Change-44,576,925 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 35,380,683
Change-35,380,683 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,134,608
Change-23,134,608 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,657,773
Change-13,657,773 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,382,858
Change-11,382,858 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,022,251
Change-9,022,251 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,979,182
Change-8,979,182 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,715,764
Change-8,715,764 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,986,168
Change-7,986,168 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,864,026
Change-6,864,026 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,787,174
Change-6,787,174 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,958,171
Change-5,958,171 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,221,598
Change-5,221,598 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,957,163
Change-4,957,163 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,787,110
Change-4,787,110 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,758,077
Change-4,758,077 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,519,995
Change-4,519,995 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,261,836
Change-4,261,836 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,163,597
Change-4,163,597 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,912,536
Change-3,912,536 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,662,549
Change-3,662,549 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,511,326
Change-3,511,326 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,499,691
Change-3,499,691 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,442,447
Change-3,442,447 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,132,906
Change-3,132,906 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,853,732
Change-2,853,732 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,701,704
Change-2,701,704 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,970,185
Change-1,970,185 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,818,811
Change-1,818,811 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,508,278
Change-1,508,278 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,503,856
Change-1,503,856 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,483,132
Change-1,483,132 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 1,465,806
Change-1,465,806 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,420,885
Change-1,420,885 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,414,717
Change-1,414,717 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,300,791
Change-1,300,791 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,232,497
Change-1,232,497 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,158,627
Change-1,158,627 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,134,483
Change-1,134,483 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,119,341
Change-1,119,341 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,046,231
Change-1,046,231 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 992,941
Change-992,941 (-100%)
Value—
Members Trust Co
N/A
Shares— from 943,694
Change-943,694 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 903,424
Change-903,424 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 894,868
Change-894,868 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 875,457
Change-875,457 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 845,551
Change-845,551 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 815,425
Change-815,425 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 756,686
Change-756,686 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 730,222
Change-730,222 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 728,513
Change-728,513 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 726,738
Change-726,738 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 719,031
Change-719,031 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 696,736
Change-696,736 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 696,729
Change-696,729 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 687,594
Change-687,594 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 656,703
Change-656,703 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 650,283
Change-650,283 (-100%)
Value—
Nepc LLC
N/A
Shares— from 648,293
Change-648,293 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 643,614
Change-643,614 (-100%)
Value—
&partners
N/A
Shares— from 603,952
Change-603,952 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 593,047
Change-593,047 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 591,148
Change-591,148 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 586,270
Change-586,270 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 582,494
Change-582,494 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 581,774
Change-581,774 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 580,029
Change-580,029 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 577,286
Change-577,286 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 538,421
Change-538,421 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 532,440
Change-532,440 (-100%)
Value—
Euclidean Capital LLC
N/A
Shares— from 520,000
Change-520,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 511,950
Change-511,950 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 487,653
Change-487,653 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 485,299
Change-485,299 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 452,824
Change-452,824 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 434,881
Change-434,881 (-100%)
Value—
Stephens Inc
N/A
Shares— from 423,860
Change-423,860 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 412,598
Change-412,598 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 402,616
Change-402,616 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 369,616
Change-369,616 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 368,698
Change-368,698 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 367,088
Change-367,088 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 365,535
Change-365,535 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 343,447
Change-343,447 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 337,510
Change-337,510 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 323,686
Change-323,686 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 315,681
Change-315,681 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 298,886
Change-298,886 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 298,743
Change-298,743 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 297,018
Change-297,018 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 293,453
Change-293,453 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 284,636
Change-284,636 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 283,723
Change-283,723 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 280,670
Change-280,670 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 280,219
Change-280,219 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 267,809
Change-267,809 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 265,398
Change-265,398 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 258,148
Change-258,148 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 257,338
Change-257,338 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 254,013
Change-254,013 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 246,079
Change-246,079 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 241,853
Change-241,853 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 241,470
Change-241,470 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 235,693
Change-235,693 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 230,407
Change-230,407 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 221,651
Change-221,651 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 220,816
Change-220,816 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 220,555
Change-220,555 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 219,229
Change-219,229 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 218,735
Change-218,735 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 216,102
Change-216,102 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 215,062
Change-215,062 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 209,922
Change-209,922 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 207,880
Change-207,880 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 207,849
Change-207,849 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 206,603
Change-206,603 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 206,200
Change-206,200 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 193,041
Change-193,041 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 191,778
Change-191,778 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 184,234
Change-184,234 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 183,564
Change-183,564 (-100%)
Value—
Nwam LLC
N/A
Shares— from 180,719
Change-180,719 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 180,477
Change-180,477 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 180,069
Change-180,069 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 172,629
Change-172,629 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 171,366
Change-171,366 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 168,168
Change-168,168 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 166,666
Change-166,666 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 164,529
Change-164,529 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 164,170
Change-164,170 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 162,915
Change-162,915 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 161,913
Change-161,913 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 159,733
Change-159,733 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 155,650
Change-155,650 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 155,176
Change-155,176 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 151,081
Change-151,081 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 149,984
Change-149,984 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 149,816
Change-149,816 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 148,914
Change-148,914 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 148,872
Change-148,872 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 146,886
Change-146,886 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 145,104
Change-145,104 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 141,718
Change-141,718 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 139,739
Change-139,739 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 139,506
Change-139,506 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 137,778
Change-137,778 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 136,583
Change-136,583 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 135,058
Change-135,058 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 130,769
Change-130,769 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 130,734
Change-130,734 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 128,194
Change-128,194 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 128,153
Change-128,153 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 127,337
Change-127,337 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 124,166
Change-124,166 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 120,194
Change-120,194 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 119,043
Change-119,043 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 115,954
Change-115,954 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 115,821
Change-115,821 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 115,465
Change-115,465 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 115,096
Change-115,096 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 113,513
Change-113,513 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 113,253
Change-113,253 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 111,904
Change-111,904 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 110,634
Change-110,634 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 109,127
Change-109,127 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 104,817
Change-104,817 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 104,302
Change-104,302 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 104,141
Change-104,141 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 102,593
Change-102,593 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 99,107
Change-99,107 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 98,553
Change-98,553 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 96,753
Change-96,753 (-100%)
Value—
Commerce Bank
N/A
Shares— from 94,770
Change-94,770 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 93,779
Change-93,779 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 93,734
Change-93,734 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 90,605
Change-90,605 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 90,125
Change-90,125 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 89,635
Change-89,635 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 89,553
Change-89,553 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 88,114
Change-88,114 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 86,380
Change-86,380 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 85,983
Change-85,983 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 84,960
Change-84,960 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 84,871
Change-84,871 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 83,946
Change-83,946 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 82,745
Change-82,745 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 81,761
Change-81,761 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 81,743
Change-81,743 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 80,284
Change-80,284 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 79,955
Change-79,955 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 79,242
Change-79,242 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 79,163
Change-79,163 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 79,155
Change-79,155 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 78,490
Change-78,490 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 78,198
Change-78,198 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 77,434
Change-77,434 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 76,163
Change-76,163 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 76,018
Change-76,018 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 75,905
Change-75,905 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 74,194
Change-74,194 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 72,444
Change-72,444 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 72,361
Change-72,361 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 71,371
Change-71,371 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 69,120
Change-69,120 (-100%)
Value—
Boston Partners
N/A
Shares— from 69,109
Change-69,109 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 68,789
Change-68,789 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 68,352
Change-68,352 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 68,169
Change-68,169 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 66,394
Change-66,394 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 65,893
Change-65,893 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 65,820
Change-65,820 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 65,762
Change-65,762 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 65,273
Change-65,273 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 64,957
Change-64,957 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 64,836
Change-64,836 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 63,154
Change-63,154 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 63,061
Change-63,061 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 63,038
Change-63,038 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 62,880
Change-62,880 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 62,479
Change-62,479 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 62,034
Change-62,034 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 61,837
Change-61,837 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 61,483
Change-61,483 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 59,895
Change-59,895 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 59,265
Change-59,265 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 59,183
Change-59,183 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 59,136
Change-59,136 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 58,639
Change-58,639 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 57,869
Change-57,869 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 56,880
Change-56,880 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 54,640
Change-54,640 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 54,553
Change-54,553 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 54,453
Change-54,453 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 53,400
Change-53,400 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 53,159
Change-53,159 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 53,101
Change-53,101 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 52,383
Change-52,383 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 52,230
Change-52,230 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 52,197
Change-52,197 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 51,615
Change-51,615 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 51,409
Change-51,409 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 51,084
Change-51,084 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 51,021
Change-51,021 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 50,516
Change-50,516 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 50,424
Change-50,424 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 49,849
Change-49,849 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 49,467
Change-49,467 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 49,439
Change-49,439 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 48,767
Change-48,767 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 48,764
Change-48,764 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 48,725
Change-48,725 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 48,584
Change-48,584 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 48,506
Change-48,506 (-100%)
Value—
Calydon Capital
N/A
Shares— from 48,151
Change-48,151 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 47,735
Change-47,735 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 47,689
Change-47,689 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 47,551
Change-47,551 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 47,160
Change-47,160 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 45,970
Change-45,970 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 45,521
Change-45,521 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 45,520
Change-45,520 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 44,913
Change-44,913 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 44,908
Change-44,908 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 43,872
Change-43,872 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 42,249
Change-42,249 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 42,166
Change-42,166 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 42,137
Change-42,137 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 42,025
Change-42,025 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 41,815
Change-41,815 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 41,595
Change-41,595 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 41,088
Change-41,088 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 40,527
Change-40,527 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 40,513
Change-40,513 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 40,090
Change-40,090 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 40,007
Change-40,007 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 39,071
Change-39,071 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 38,948
Change-38,948 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 38,880
Change-38,880 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 38,747
Change-38,747 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 38,480
Change-38,480 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 37,841
Change-37,841 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 37,088
Change-37,088 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 36,876
Change-36,876 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,497
Change-36,497 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 36,442
Change-36,442 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 36,198
Change-36,198 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 36,131
Change-36,131 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 36,033
Change-36,033 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 34,574
Change-34,574 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 34,541
Change-34,541 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 34,405
Change-34,405 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,920
Change-33,920 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 33,800
Change-33,800 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 33,754
Change-33,754 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 33,529
Change-33,529 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 33,175
Change-33,175 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 32,704
Change-32,704 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 32,290
Change-32,290 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 31,436
Change-31,436 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 31,428
Change-31,428 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 31,350
Change-31,350 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 31,268
Change-31,268 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 31,021
Change-31,021 (-100%)
Value—
Simmons Bank
N/A
Shares— from 30,776
Change-30,776 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 30,590
Change-30,590 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 30,398
Change-30,398 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 30,323
Change-30,323 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 30,246
Change-30,246 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 30,144
Change-30,144 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 30,038
Change-30,038 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 29,979
Change-29,979 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 29,169
Change-29,169 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28,993
Change-28,993 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 28,812
Change-28,812 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 27,803
Change-27,803 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 27,803
Change-27,803 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 27,746
Change-27,746 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 27,197
Change-27,197 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 27,008
Change-27,008 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 26,998
Change-26,998 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 26,830
Change-26,830 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 26,553
Change-26,553 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 26,455
Change-26,455 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 26,326
Change-26,326 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 26,059
Change-26,059 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 25,749
Change-25,749 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,650
Change-25,650 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 24,902
Change-24,902 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 24,827
Change-24,827 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 24,721
Change-24,721 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 24,710
Change-24,710 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 24,448
Change-24,448 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 24,387
Change-24,387 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 24,079
Change-24,079 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 24,015
Change-24,015 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 23,533
Change-23,533 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 23,076
Change-23,076 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 22,887
Change-22,887 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 22,831
Change-22,831 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 22,756
Change-22,756 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 22,632
Change-22,632 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 22,423
Change-22,423 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 22,245
Change-22,245 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 22,205
Change-22,205 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 22,138
Change-22,138 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 21,880
Change-21,880 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 21,823
Change-21,823 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 21,796
Change-21,796 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 21,757
Change-21,757 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 21,511
Change-21,511 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 21,296
Change-21,296 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,255
Change-21,255 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 21,253
Change-21,253 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 21,178
Change-21,178 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 20,867
Change-20,867 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,789
Change-20,789 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20,787
Change-20,787 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 20,527
Change-20,527 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 20,491
Change-20,491 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 20,091
Change-20,091 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 19,650
Change-19,650 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 19,347
Change-19,347 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,770
Change-18,770 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,569
Change-18,569 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 18,565
Change-18,565 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,284
Change-18,284 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 18,056
Change-18,056 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 17,958
Change-17,958 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 17,899
Change-17,899 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 17,870
Change-17,870 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,422
Change-17,422 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 17,312
Change-17,312 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17,303
Change-17,303 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 17,283
Change-17,283 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 16,701
Change-16,701 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 16,672
Change-16,672 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 16,418
Change-16,418 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 15,708
Change-15,708 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 15,531
Change-15,531 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 15,498
Change-15,498 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 15,410
Change-15,410 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 15,301
Change-15,301 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Invst, LLC
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,906
Change-14,906 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,893
Change-14,893 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 14,542
Change-14,542 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 14,515
Change-14,515 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
United Bank
N/A
Shares— from 14,357
Change-14,357 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 14,287
Change-14,287 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,138
Change-14,138 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,075
Change-14,075 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 13,882
Change-13,882 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 13,484
Change-13,484 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 13,147
Change-13,147 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,953
Change-12,953 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 12,781
Change-12,781 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 12,288
Change-12,288 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,199
Change-12,199 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 11,953
Change-11,953 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 11,734
Change-11,734 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 11,481
Change-11,481 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 11,294
Change-11,294 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,924
Change-10,924 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 10,857
Change-10,857 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 10,101
Change-10,101 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,853
Change-9,853 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 9,676
Change-9,676 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 9,603
Change-9,603 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 9,523
Change-9,523 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 9,457
Change-9,457 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 9,411
Change-9,411 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,230
Change-9,230 (-100%)
Value—
American Trust
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 9,069
Change-9,069 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,961
Change-8,961 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,619
Change-8,619 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,273
Change-7,273 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,368
Change-6,368 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Quarry LP
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Croban
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Motco
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 951
Change-951 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 949
Change-949 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 939
Change-939 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 933
Change-933 (-100%)
Value—
EQ LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 841
Change-841 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Prudential PLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 707
Change-707 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 687
Change-687 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 685
Change-685 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 684
Change-684 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 642
Change-642 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 585
Change-585 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 530
Change-530 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 459
Change-459 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Toews Corp
N/A
Shares— from 365
Change-365 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 274
Change-274 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 244
Change-244 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
CNB Bank
N/A
Shares— from 140
Change-140 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 105
Change-105 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 98
Change-98 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 95
Change-95 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 82
Change-82 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 56
Change-56 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 9
Change-9 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED11,765,97611,459,495+306,481+3%$2.5B$2.5B+$45.0M2026-11-06
D.A. Davidson & Co.
DECREASED5,665,5875,687,753-22,1660%$1.2B$1.2B-$15.3M2026-10-28
Mather Group, Llc.
INCREASED5,427,6315,054,784+372,847+7%$1.1B$1.2B+$71.2M2026-10-14
PNC Financial Services Group, Inc.
DECREASED4,146,3874,180,724-34,337-1%$911.1M$896.0M-$15.2M2026-11-06
Bank of New York Mellon Corp
INCREASED3,111,7483,095,793+15,955+1%$674.7M$672.4M-$2.3M2026-11-05
Citigroup Inc
DECREASED3,016,4883,193,415-176,927-6%$695.9M$651.8M-$44.1M2026-11-04
Balentine LLC
INCREASED2,915,8512,889,469+26,382+1%$629.7M$630.1M+$355.3K2026-11-03
Commonwealth Equity Services, LLC
DECREASED2,636,0562,722,879-86,823-3%$593.4M$569.6M-$23.8M2026-11-02
Mission Wealth Management, LP
DECREASED2,355,3193,111,513-756,194-24%$678.1M$508.9M-$169.2M2026-10-15
Truist Financial Corp
DECREASED2,271,4742,333,072-61,598-3%$508.4M$490.8M-$17.6M2026-10-30
Choreo, LLC
DECREASED2,199,0102,228,830-29,820-1%$485.7M$475.2M-$10.6M2026-10-28
Facet Wealth, Inc.
INCREASED1,936,9251,717,827+219,098+13%$374.4M$418.5M+$44.2M2026-11-04
Modera Wealth Management, LLC
INCREASED1,887,0871,830,633+56,454+3%$398.9M$407.8M+$8.8M2026-10-28
Waldron Private Wealth LLC
INCREASED1,879,2081,839,020+40,188+2%$400.8M$406.1M+$5.3M2026-11-02
Assetmark, Inc
DECREASED1,875,8031,993,299-117,496-6%$434.4M$405.3M-$29.1M2026-10-21
Bell Bank
INCREASED1,606,4341,588,925+17,509+1%$346.3M$347.1M+$843.8K2026-10-21
Retirement Investment Advisors, Inc.
DECREASED1,406,2311,422,244-16,013-1%$312.0M$303.9M-$8.1M2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED1,313,9681,446,927-132,959-9%$316.7M$288.3M-$28.5M2026-10-13
Brookstone Capital Management
INCREASED1,250,7461,134,611+116,135+10%$247.3M$270.3M+$23.0M2026-10-22
Savant Capital, LLC
DECREASED1,210,5191,335,326-124,807-9%$283.3M$261.6M-$21.7M2026-11-06
Kestra Advisory Services, LLC
INCREASED1,135,5741,030,956+104,618+10%$224.7M$245.4M+$20.7M2026-11-02
Garde Capital, Inc.
INCREASED1,102,4781,093,987+8,491+1%$238.4M$238.2M-$189.3K2026-10-29
Merit Financial Group, LLC
INCREASED1,067,1131,019,302+47,811+5%$222.1M$230.6M+$8.4M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,053,1841,043,747+9,437+1%$227.5M$227.6K-$227.2M2026-11-02
Stephens Group Asset Management, LLC
DECREASED969,840981,676-11,836-1%$213.9M$209.6M-$4.4M2026-10-09
Farther Finance Advisors, LLC
INCREASED964,758686,893+277,865+40%$149.7M$208.5M+$58.8M2026-10-08
Creative Planning
INCREASED954,961935,349+19,612+2%$203.8M$206.3M+$2.5M2026-11-02
Everhart Financial Group, Inc.
INCREASED922,916896,315+26,601+3%$195.3M$199.4M+$4.1M2026-10-08
Vantagepoint Investment Advisers LLC
UNCHANGED909,566909,56600%$198.2M$196.5M-$1.7M2026-10-26
RMG Wealth Management LLC
INCREASED864,666850,915+13,751+2%$192.6M$195.3M+$2.7M2026-10-26
Thrive Wealth Management, LLC
DECREASED854,529869,143-14,614-2%$189.4M$184.6M-$4.8M2026-10-13
71 West Capital Partners
DECREASED843,095843,239-1440%$183.8M$182.2M-$1.6M2026-11-04
Unison Advisors LLC
DECREASED809,212810,094-8820%$176.5M$174.9M-$1.7M2026-10-29
Woodmont Investment Counsel LLC
INCREASED769,899752,493+17,406+2%$164.0M$166.4M+$2.4M2026-10-29
Simon Quick Advisors, LLC
INCREASED749,492691,556+57,936+8%$150.7M$162.0M+$11.2M2026-10-26
Vista Capital Partners, Inc.
DECREASED737,098753,032-15,934-2%$164.1M$159.3M-$4.8M2026-11-06
Focused Wealth Management, Inc
INCREASED736,988719,710+17,278+2%$156.8M$159.2M+$2.4M2026-10-30
Clearstead Advisors, LLC
INCREASED732,805718,373+14,432+2%$156.6M$158.3M+$1.8M2026-11-06
RMR Wealth Builders
INCREASED690,582656,979+33,603+5%$143.2M$149.2M+$6.0M2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED688,163691,901-3,738-1%$150.8M$148.7M-$2.1M2026-10-23
US Bancorp \de\
INCREASED686,681660,491+26,190+4%$143.9M$148.4M+$4.4M2026-11-05
Brickley Wealth Management
INCREASED651,655650,628+1,027+0%$141.8M$140.8M-$981.9K2026-11-04
Foster Group, Inc.
INCREASED650,259595,455+54,804+9%$129.8M$140.5M+$10.7M2026-10-13
Mountain Capital Investment Advisors Inc.
INCREASED645,315632,277+13,038+2%$137.8M$139.4M+$1.6M2026-11-06
Accredited Investors Inc.
INCREASED642,742583,998+58,744+10%$127.3M$138.9M+$11.6M2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED639,727661,224-21,497-3%$144.1M$138.2M-$5.9M2026-10-20
Thrivent Financial for Lutherans
INCREASED632,486363,525+268,961+74%$79.2M$136.7K-$79.1M2026-11-05
Citizens Financial Group Inc
DECREASED599,085626,479-27,394-4%$136.5M$129.5M-$7.1M2026-10-23
Pathway Financial Advisors LLC
INCREASED598,055528,713+69,342+13%$115.9M$129.2M+$13.3M2026-10-07
Clark Asset Management, LLC
INCREASED587,602554,604+32,998+6%$120.9M$127.0M+$6.1M2026-10-19
Concurrent Investment Advisors, LLC
INCREASED567,363483,371+83,992+17%$105.3M$122.6M+$17.3M2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED533,994540,755-6,761-1%$117.8M$115.4M-$2.5M2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED530,516522,479+8,037+2%$113.9M$114.6M+$770.1K2026-10-16
Nadler Financial Group, Inc.
INCREASED520,825519,516+1,309+0%$113.2M$112.5M-$678.3K2026-10-23
BIP Wealth, LLC
INCREASED519,831513,451+6,380+1%$111.9M$112.3M+$428.8K2026-10-22
Lido Advisors, LLC
INCREASED511,490404,014+107,476+27%$88.0M$110.5M+$22.5M2026-11-04
Cornerstone Management, Inc.
DECREASED459,800495,026-35,226-7%$107.9M$99.4M-$8.5M2026-10-16
Kestra Private Wealth Services, LLC
INCREASED459,220432,511+26,709+6%$94.3M$99.2M+$5.0M2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED456,907463,300-6,393-1%$101.0M$98.7M-$2.2M2026-10-20
Warwick Investment Management, Inc.
INCREASED450,003415,845+34,158+8%$90.6M$97.2M+$6.6M2026-10-19
VestGen Advisors, LLC
INCREASED448,248420,404+27,844+7%$91.6M$96.9M+$5.2M2026-10-27
Allworth Financial LP
INCREASED438,630318,233+120,397+38%$69.4M$95.6M+$26.2M2026-11-06
Creative Financial Designs Inc
DECREASED428,293443,005-14,712-3%$96.5M$92.5M-$4.0M2026-11-04
Parkway Wealth Management Group, LLC
DECREASED426,684434,082-7,398-2%$94.6M$92.2M-$2.4M2026-10-20
Fifth Third Bancorp
DECREASED425,145445,041-19,896-4%$97.0M$91.9M-$5.1M2026-11-05
CoreCap Advisors, LLC
INCREASED417,350234,031+183,319+78%$51.0M$90.2M+$39.2M2026-10-08
Trust Co of Tennessee
DECREASED409,437416,745-7,308-2%$90.8M$88.5M-$2.4M2026-10-16
Atria Investments, Inc
DECREASED407,572407,990-4180%$88.9M$88.1M-$845.0K2026-10-15
Presilium Private Wealth, LLC
DECREASED399,431400,678-1,2470%$87.3M$86.3M-$1.0M2026-10-26
Riversedge Advisors, LLC
INCREASED398,629396,548+2,081+1%$86.4M$86.1M-$283.9K2026-10-09
Rodgers & Associates, LTD
DECREASED392,815398,813-5,998-1%$86.9M$84.9M-$2.0M2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED389,739364,086+25,653+7%$79.3M$84.2M+$4.9M2026-11-03
Koshinski Asset Management, Inc.
INCREASED387,146371,288+15,858+4%$80.9M$83.7M+$2.7M2026-10-29
EverSource Wealth Advisors, LLC
INCREASED377,745376,246+1,499+0%$82.0M$81.6M-$372.3K2026-11-04
Davenport & Co LLC
INCREASED359,798355,438+4,360+1%$77.5M$77.7M+$284.5K2026-10-14
Japan Science & Technology Agency
UNCHANGED357,328357,32800%$77.9M$77.2M-$661.1K2026-10-16
Condor Capital Management
INCREASED356,990355,254+1,736+0%$77.4M$77.1M-$282.1K2026-11-06
Oarsman Capital, Inc.
INCREASED352,186345,705+6,481+2%$75.3M$76.1M+$760.8K2026-11-05
Sage Financial Group Inc
DECREASED346,227349,814-3,587-1%$76.2M$74.8M-$1.4M2026-10-27
Gleason Group, Inc.
DECREASED343,408347,598-4,190-1%$75.8M$74.2M-$1.5M2026-10-15
Olio Financial Planning
INCREASED340,696339,638+1,058+0%$74.0M$73.6M-$399.7K2026-10-22
Signaturefd, LLC
DECREASED340,585345,106-4,521-1%$75.2M$73.6M-$1.6M2026-10-23
UMB Bank, n.a.
DECREASED337,183369,456-32,273-9%$80.5M$72.9M-$7.7M2026-11-06
Equitable Trust Co
DECREASED331,107332,785-1,6780%$72.5M$71.5M-$978.2K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED327,502336,297-8,795-3%$73.3M$70.8M-$2.5M2026-10-27
Trust Co
INCREASED323,416314,768+8,648+3%$68.6M$69.9M+$1.3M2026-10-09
Focus Financial Network, Inc.
INCREASED318,979296,209+22,770+8%$64.6M$68.9M+$4.4M2026-10-14
Lpwm LLC
INCREASED315,275314,012+1,263+0%$68.4M$68.1M-$307.9K2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED310,228306,626+3,602+1%$67.0M$68.9M+$1.9M2026-10-21
Affinity Capital Advisors, LLC
DECREASED301,015305,455-4,440-1%$67.0M$66.4M-$628.1K2026-10-13
MCF Advisors LLC
INCREASED299,509282,188+17,321+6%$61.5M$64.7M+$3.2M2026-10-28
Partners in Financial Planning
DECREASED296,994299,573-2,579-1%$65.3M$64.2M-$1.1M2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED284,326273,505+10,821+4%$59.6M$61.4M+$1.8M2026-10-14
Bishop & Co Investment Management, LLC
DECREASED280,096281,643-1,547-1%$61.4M$60.5M-$855.4K2026-11-05
Vise Technologies, Inc.
INCREASED279,730203,963+75,767+37%$44.4M$60.4M+$16.0M2026-10-29
Sigma Investment Counselors Inc
INCREASED271,643258,496+13,147+5%$56.3M$58.7M+$2.4M2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED264,120268,009-3,889-1%$58.4M$57.1M-$1.3M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED263,452245,269+18,183+7%$53.5M$56.9M+$3.5M2026-11-05
Noble Family Wealth, LLC
INCREASED262,771255,451+7,320+3%$55.7M$56.8M+$1.1M2026-10-26
Shore Point Advisors, LLC
INCREASED259,258256,817+2,441+1%$29.7M$30.3M+$615.4K2026-10-14
MGO One Seven LLC
DECREASED257,181257,696-5150%$56.2M$55.6M-$587.9K2026-10-28
Truefg, LLC
INCREASED252,544251,166+1,378+1%$54.7M$54.6M-$166.9K2026-10-15
Strategic Blueprint, LLC
INCREASED252,286233,671+18,615+8%$50.9M$54.5M+$3.6M2026-10-22
Apella Capital, LLC
INCREASED252,083237,757+14,326+6%$52.2M$55.0M+$2.8M2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED251,274246,833+4,441+2%$53.8M$54.3M+$503.0K2026-10-13
Lake Street Private Wealth, LLC
DECREASED248,060263,720-15,660-6%$57.5M$53.6M-$3.9M2026-10-22
Angeles Wealth Management, LLC
DECREASED247,790248,948-1,1580%$54.3M$53.5M-$710.7K2026-10-26
Crane Advisory, LLC
DECREASED241,940247,476-5,536-2%$54.2M$52.7M-$1.4M2026-10-13
Wealth Analytics Partners, LLC
INCREASED237,691237,675+16+0%$52.0M$51.4M-$595.6K2026-10-19
Valley Wealth Managers, Inc.
INCREASED230,611178,281+52,330+29%$38.9M$49.8M+$11.0M2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED228,673219,076+9,597+4%$47.7M$49.4M+$1.7M2026-10-29
TL Private Wealth
INCREASED228,147225,992+2,155+1%$49.6M$50.5M+$897.5K2026-10-13
Midland Wealth Advisors, LLC
DECREASED222,323243,137-20,814-9%$53.0M$48.0M-$4.9M2026-10-26
Mainsail Asset Management, LLC
INCREASED220,936219,224+1,712+1%$47.8M$48.4M+$613.9K2026-10-14
HUB Investment Partners, LLC
DECREASED216,786225,673-8,887-4%$49.2M$46.8M-$2.3M2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED216,649211,587+5,062+2%$46.1M$46.8M+$704.9K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED216,309216,30900%$47.1M$46.7K-$47.1M2026-11-02
Evergreen Capital Management LLC
INCREASED215,658210,730+4,928+2%$45.9M$46.6M+$675.0K2026-10-23
Legacies Wealth LLC
INCREASED213,269212,071+1,198+1%$46.2M$46.1M-$133.5K2026-11-02
Integrity Alliance, Llc.
INCREASED210,087208,271+1,816+1%$45.4M$45.4M+$7.2K2026-10-29
Wealth Alliance Advisory Group, LLC
INCREASED204,510197,770+6,740+3%$43.1M$44.2M+$1.1M2026-10-14
Avior Wealth Management, LLC
DECREASED202,170202,913-7430%$44.2M$43.7M-$536.0K2026-10-13
Berman McAleer LLC
DECREASED202,110204,256-2,146-1%$44.5M$43.7M-$841.6K2026-10-16
Lodestar Private Asset Management LLC
INCREASED197,362185,201+12,161+7%$40.4M$42.6M+$2.3M2026-10-26
Jacobsen Capital Management
INCREASED194,625189,940+4,685+2%$41.4M$42.1M+$660.8K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED193,784192,157+1,627+1%$41.9M$41.9M-$3.8K2026-10-23
Old Mission Investment Co LLC
INCREASED190,549189,173+1,376+1%$41.2M$41.2M-$52.6K2026-10-22
Regatta Capital Group, LLC
INCREASED189,851184,611+5,240+3%$40.2M$41.0M+$790.5K2026-10-23
Hiley Hunt Wealth Management
INCREASED187,263182,583+4,680+3%$39.8M$40.5M+$673.6K2026-10-08
TD Private Client Wealth LLC
DECREASED186,428188,953-2,525-1%$41.2M$40.3M-$895.0K2026-10-28
Cambridge Capital Management, LLC
INCREASED182,325182,010+315+0%$39.7M$39.4M-$268.5K2026-10-19
Diesslin Group, Inc.
DECREASED182,271197,031-14,760-7%$42.9M$39.4M-$3.6M2026-10-14
Marino, Stram & Associates LLC
INCREASED181,320180,415+905+1%$39.3M$39.2M-$138.2K2026-10-22
Financial Advisory Corp
INCREASED180,377179,938+439+0%$39.2M$39.0M-$238.0K2026-10-14
Bare Financial Services, Inc
DECREASED179,675180,434-7590%$39.3M$38.8M-$497.7K2026-11-04
Valley National Advisers Inc
INCREASED177,623166,981+10,642+6%$36.4M$38.4M+$2.0M2026-10-23
AAF Wealth Management, LLC
DECREASED174,997175,562-5650%$38.3M$37.8M-$446.8K2026-10-28
Arbor Wealth Advisors LLC
INCREASED172,441171,136+1,305+1%$37.3M$37.3M-$34.8K2026-10-09
Allen Wealth Management, LLC
INCREASED172,058166,292+5,766+3%$36.2M$37.2M+$938.1K2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED171,561173,296-1,735-1%$37.8M$37.1M-$695.7K2026-10-16
Warner Financial, Inc
INCREASED170,780168,994+1,786+1%$36.8M$36.9M+$73.2K2026-11-06
Park Avenue Securities LLC
INCREASED169,602164,751+4,851+3%$35.9M$36.6K-$35.9M2026-10-26
Capital Wealth Management, LLC
INCREASED168,289163,748+4,541+3%$35.7M$36.4M+$678.4K2026-10-27
Compound Planning, Inc.
INCREASED167,842166,114+1,728+1%$36.2M$36.3M+$66.2K2026-11-05
Kaydan Wealth Management, Inc.
DECREASED167,028170,649-3,621-2%$37.2M$36.1M-$1.1M2026-10-08
Bokf, NA
INCREASED165,448160,535+4,913+3%$35.0M$35.8M+$764.6K2026-10-27
United Financial Planning Group LLC
INCREASED165,029161,587+3,442+2%$35.3M$35.6M+$320.6K2026-11-04
Acorn Creek Capital LLC
DECREASED163,567164,268-7010%$35.8M$35.3M-$455.4K2026-11-05
Fifth Third Securities, Inc.
INCREASED162,929133,846+29,083+22%$29.2M$35.2M+$6.0M2026-10-21
Earned Wealth Advisors, LLC
INCREASED160,714158,612+2,102+1%$34.6M$34.7M+$160.8K2026-11-06
SWF LLC
NEW158,889—+158,889——$34.3M—2026-11-05
Fee-Only Financial Planning, L.C.
DECREASED155,669160,709-5,040-3%$35.0M$33.6M-$1.4M2026-10-23
HB Wealth Management, LLC
INCREASED155,284140,986+14,298+10%$30.7M$33.6M+$2.8M2026-10-23
First Premier Bank
INCREASED154,654148,500+6,154+4%$32.4K$33.4K+$1.1K2026-10-13
Fiduciary Financial Group, LLC
INCREASED153,128147,777+5,351+4%$32.2M$33.1M+$882.9K2026-10-13
Newton One Investments LLC
DECREASED146,946147,233-2870%$32.1M$31.8M-$334.4K2026-10-14
Sageworth Trust Co
DECREASED145,570150,070-4,500-3%$32.7M$31.5M-$1.2M2026-10-30
Greenup Street Wealth Management LLC
INCREASED145,126144,574+552+0%$31.5M$31.4M-$148.2K2026-10-28
Parallel Advisors, LLC
INCREASED144,562144,407+155+0%$31.5M$31.2M-$233.8K2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED143,270152,708-9,438-6%$33.3M$31.0M-$2.3M2026-10-27
Wealth Architects, LLC
DECREASED143,053144,223-1,170-1%$31.4M$30.9M-$519.8K2026-11-03
Courier Capital LLC
INCREASED142,889142,350+539+0%$31.0M$30.9M-$146.8K2026-10-19
Rise Advisors, LLC
INCREASED142,371141,554+817+1%$30.8M$30.8M-$85.3K2026-10-16
Meridian Wealth Management, LLC
INCREASED142,266140,666+1,600+1%$30.6M$30.7M+$90.0K2026-11-05
White Lighthouse Investment Management Inc.
INCREASED141,470128,941+12,529+10%$28.1M$30.6M+$2.5M2026-10-21
25 LLC
DECREASED140,547141,177-6300%$30.8M$30.4M-$397.4K2026-10-13
Veery Capital, LLC
INCREASED139,973139,016+957+1%$30.3M$30.2M-$50.4K2026-10-07
Reap Financial Group, LLC
INCREASED138,457136,401+2,056+2%$29.7M$29.9M+$192.0K2026-11-02
Prospera Financial Services Inc
INCREASED135,461134,317+1,144+1%$29.3M$30.9M+$1.6M2026-11-04
Parker Financial LLC
INCREASED135,440132,585+2,855+2%$28.9M$29.2M+$287.4K2026-11-05
Financial Management Professionals, Inc.
INCREASED134,974134,689+285+0%$29.4M$29.2M-$188.2K2026-10-23
Clayton Financial Group LLC
INCREASED132,982131,275+1,707+1%$28.6M$28.7M+$126.2K2026-10-13
Evolution Advisers, Inc.
DECREASED131,990132,861-871-1%$29.0M$29.2M+$234.3K2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED131,330142,237-10,907-8%$31.0M$28.4M-$2.6M2026-10-09
Steele Capital Management, Inc.
INCREASED129,972127,476+2,496+2%$27.8M$28.1M+$303.5K2026-11-02
Chicago Partners Investment Group LLC
INCREASED129,831124,577+5,254+4%$27.4M$29.2M+$1.8M2026-10-27
E&R Wealth Management, LLC
INCREASED129,353129,203+150+0%$28.2M$28.0M-$206.6K2026-10-20
Rinkey Investments
INCREASED129,098105,750+23,348+22%$23.0M$27.9M+$4.8M2026-10-28
Oppenheimer & Co Inc
INCREASED128,777119,503+9,274+8%$26.0M$27.8M+$1.8M2026-10-26
First Horizon Corp
DECREASED128,531130,364-1,833-1%$28.4M$27.8M-$637.2K2026-10-26
Venture Visionary Partners LLC
INCREASED127,710121,865+5,845+5%$26.6M$27.6M+$1.0M2026-10-07
Staley Capital Advisers Inc
INCREASED126,932121,677+5,255+4%$26.5M$27.4M+$910.4K2026-11-06
New York Life Investment Management LLC
UNCHANGED126,879126,87900%$27.7M$27.4M-$234.7K2026-11-04
Discipline Wealth Solutions, LLC
DECREASED126,642128,602-1,960-2%$28.0M$27.4M-$661.4K2026-10-14
RFG Advisory, LLC
INCREASED125,729114,814+10,915+10%$25.0M$27.2M+$2.1M2026-11-03
Certified Advisory Corp
INCREASED125,492121,337+4,155+3%$26.4M$27.1M+$674.1K2026-10-29
Oak Root LLC
UNCHANGED125,436125,43600%$27.3M$27.1M-$232.1K2026-10-09
Retirement Planning Group, LLC
INCREASED125,044122,262+2,782+2%$26.6M$27.0M+$375.0K2026-10-19
Werba Rubin Papier Wealth Management
INCREASED124,716122,581+2,135+2%$26.7M$26.9M+$234.6K2026-11-06
Studio Investment Management LLC
DECREASED123,767154,262-30,495-20%$33.6M$26.7M-$6.9M2026-10-22
Arcadia Wealth Management, LLC
DECREASED122,842135,960-13,118-10%$29.6M$26.5M-$3.1M2026-10-22
Mayfair Advisory Group, LLC
INCREASED121,983115,972+6,011+5%$25.6M$26.4M+$726.0K2026-10-20
Visionary Wealth Advisors
DECREASED121,870122,060-1900%$26.6M$26.3M-$266.8K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED121,479115,263+6,216+5%$25.1M$26.3M+$1.1M2026-11-03
Greenbush Financial Group, LLC
DECREASED121,125179,259-58,134-32%$39.1M$26.2M-$12.9M2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED120,088119,536+552+0%$26.1M$25.9M-$102.0K2026-10-16
Rochester Wealth Strategies, LLC
INCREASED119,635117,621+2,014+2%$25.6M$25.9M+$217.6K2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED119,525111,586+7,939+7%$24.3M$25.8M+$1.5M2026-10-08
Associated Banc-Corp
INCREASED117,980115,343+2,637+2%$25.1M$25.5M+$356.4K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED117,856115,022+2,834+2%$25.1M$25.5M+$399.7K2026-10-16
Firestone Capital Management
INCREASED117,736116,359+1,377+1%$25.4M$25.4M+$82.2K2026-11-03
Winthrop Advisory Group LLC
INCREASED117,09827,821+89,277+321%$6.1M$25.3M+$19.2M2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED116,70692,789+23,917+26%$20.3M$25.2M+$4.9M2026-10-13
Droms Strauss Advisors Inc
DECREASED114,781118,667-3,886-3%$25.9M$24.8M-$1.1M2026-11-03
Advantage Trust Co
INCREASED114,580114,408+172+0%$24.9M$24.8M-$174.5K2026-10-19
Compton Wealth Advisory Group, LLC
DECREASED114,298115,854-1,556-1%$25.2M$24.8M-$415.9K2026-10-13
Tenret Co LLC
NEW113,498—+113,498——$24.5M—2026-11-02
Sapient Capital LLC
INCREASED113,475107,862+5,613+5%$23.5M$24.5M+$1.0M2026-10-08
Capital Investment Advisory Services, LLC
DECREASED113,122119,947-6,825-6%$26.1M$24.5M-$1.7M2026-10-30
Affiance Financial, LLC
INCREASED112,472108,012+4,460+4%$23.5M$24.3M+$763.9K2026-10-15
Sightline Wealth Advisors, LLC
INCREASED111,961102,924+9,037+9%$22.4M$24.2M+$1.8M2026-10-21
Heartwood Wealth Advisors LLC
DECREASED111,205112,929-1,724-2%$24.6M$24.0M-$581.4K2026-10-05
Towerpoint Wealth, LLC
DECREASED110,505144,190-33,685-23%$31.4M$23.9M-$7.5M2026-10-13
Spire Wealth Management
DECREASED110,274110,697-4230%$24.1M$23.8M-$296.3K2026-10-30
Hartmann Taylor Wealth Management, LLC
INCREASED108,850106,445+2,405+2%$20.9M$23.5M+$2.6M2026-10-14
Brown Wealth Management, LLC
INCREASED108,768105,387+3,381+3%$23.0M$23.5M+$535.6K2026-10-20
Nabity-Jensen Investment Management Inc
DECREASED108,401109,239-838-1%$23.8M$23.4M-$383.1K2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED108,029105,689+2,340+2%$23.0M$23.3M+$310.1K2026-10-15
Valmark Advisers, Inc.
INCREASED106,49495,418+11,076+12%$20.8M$23.0M+$2.2M2026-11-06
Compass Planning Associates Inc
INCREASED105,301103,099+2,202+2%$22.5M$22.8M+$285.1K2026-10-13
DeLarme Wealth Management, Inc.
INCREASED104,930104,526+404+0%$22.8M$22.7M-$106.1K2026-10-30
R. W. Roge & Company, Inc.
INCREASED104,729104,065+664+1%$22.7M$22.6K-$22.7M2026-11-04
Sowell Financial Services LLC
DECREASED104,673105,151-4780%$22.9M$22.6M-$297.7K2026-10-23
Cresta Advisors, Ltd.
DECREASED103,962105,372-1,410-1%$23.0M$22.5M-$499.6K2026-10-14
Sepio Capital, LP
DECREASED101,775125,736-23,961-19%$27.4M$22.0M-$5.4M2026-10-22
Aspire Private Capital, LLC
INCREASED101,69295,360+6,332+7%$20.8M$22.0M+$1.2M2026-11-05
Junk Investment Group, LLC
INCREASED99,87293,271+6,601+7%$20.3M$21.6M+$1.3M2026-10-19
Inlight Wealth Management, LLC
INCREASED97,35394,203+3,150+3%$20.5M$21.0M+$506.5K2026-10-21
Beacon Financial Group
DECREASED97,136100,053-2,917-3%$21.8M$21.0M-$815.5K2026-10-19
CX Institutional
INCREASED96,36194,196+2,165+2%$20.5K$20.8K+$2942026-10-02
Antonelli Financial Advisors, LLC
DECREASED95,452111,515-16,063-14%$24.3M$20.6M-$3.7M2026-10-13
Blueline Advisors LLC
DECREASED95,29796,573-1,276-1%$21.0M$20.6M-$454.5K2026-10-15
Robinswood Financial LLC
DECREASED95,00098,042-3,042-3%$21.4M$21.1M-$256.4K2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED94,62494,722-980%$20.6M$20.4M-$196.3K2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED94,01293,541+471+1%$20.4M$20.3M-$71.5K2026-10-15
Topel & Distasi Wealth Management, LLC
DECREASED93,92996,813-2,884-3%$21.1M$20.3M-$802.4K2026-11-05
Prairie Advisory, LLC
INCREASED93,14047,429+45,711+96%$10.3M$20.1M+$9.8M2026-10-19
Aspiriant, LLC
DECREASED93,07398,826-5,753-6%$21.5M$20.1M-$1.4M2026-10-16
Gill Capital Partners, LLC
INCREASED92,76189,352+3,409+4%$19.5M$20.0M+$571.3K2026-10-13
Tortoise Investment Management, LLC
INCREASED90,91090,620+290+0%$19.7M$19.6M-$105.0K2026-11-06
Bell Investment Advisors, Inc
INCREASED90,68089,061+1,619+2%$19.4M$19.6M+$185.1K2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED90,57590,901-3260%$19.8M$19.6M-$238.8K2026-10-16
PCA Investment Advisory Services Inc.
DECREASED90,50690,832-3260%$19.8M$19.6M-$238.4K2026-10-13
Financial Advisory Partners, LLC
INCREASED90,40689,480+926+1%$19.5M$19.5M+$34.6K2026-10-23
Falcon Wealth Planning
DECREASED90,36192,484-2,123-2%$20.2M$19.5M-$629.8K2026-11-06
Souders Financial Advisors
INCREASED90,12689,650+476+1%$19.5M$19.5M-$63.2K2026-11-03
Black Diamond Financial, LLC
DECREASED89,61390,032-4190%$19.6M$19.4M-$257.4K2026-10-26
Prosperity Advisers, LLC
INCREASED89,31484,852+4,462+5%$18.5M$19.3M+$807.2K2026-10-28
Ellis Investment Partners, LLC
DECREASED88,90188,979-780%$19.4M$19.2M-$181.4K2026-10-21
First United Bank & Trust
INCREASED88,07487,761+313+0%$19.1M$19.0M-$94.7K2026-10-22
Kathmere Capital Management, LLC
INCREASED87,79987,526+273+0%$19.1M$19.0M-$103.1K2026-10-20
Beacon Financial Strategies Corp
DECREASED87,60190,043-2,442-3%$19.6M$18.9M-$694.4K2026-10-14
Curran Financial Partners, LLC
INCREASED86,38962,697+23,692+38%$13.7M$18.7M+$5.0M2026-11-04
Moody National Bank Trust Division
INCREASED85,97585,005+970+1%$18.5M$18.6M+$52.3K2026-10-06
Crusonia Wealth Advisors LLC
INCREASED84,82878,127+6,701+9%$17.0M$18.3M+$1.3M2026-10-26
Lutz Financial Services LLC
DECREASED84,76284,845-830%$18.5M$18.3M-$174.9K2026-11-06
Novem Group
DECREASED84,15185,113-962-1%$18.5M$18.2M-$365.4K2026-10-19
Thrive Capital Management, LLC
INCREASED83,93063,226+20,704+33%$13.8M$18.1M+$4.4M2026-10-28
Univest Financial Corp
INCREASED83,52668,375+15,151+22%$14.9M$18.0M+$3.1M2026-11-05
Stone Summit Wealth LLC
DECREASED83,48088,161-4,681-5%$19.2M$18.0M-$1.2M2026-10-14
SAX Wealth Advisors, LLC
DECREASED83,14084,536-1,396-2%$16.6M$18.0M+$1.4M2026-10-13
Outlook Wealth Advisors, LLC
DECREASED82,91084,073-1,163-1%$18.3M$17.9M-$406.5K2026-10-28
Prism Advisors, Inc.
DECREASED82,76994,669-11,900-13%$20.6M$18.2M-$2.5M2026-10-09
Midwest Trust Co
INCREASED82,67575,225+7,450+10%$16.4M$17.9M+$1.5M2026-10-22
Exchange Traded Concepts, LLC
INCREASED81,81776,492+5,325+7%$16.7M$17.7M+$1.0M2026-10-28
Main Line Retirement Advisors, LLC
INCREASED81,69578,103+3,592+5%$17.0M$17.7M+$631.8K2026-10-14
Matauro, LLC
INCREASED81,11876,502+4,616+6%$16.7M$17.5M+$855.9K2026-11-03
AJ Advisors, LLC
DECREASED80,41082,596-2,186-3%$18.0M$17.4M-$625.0K2026-10-29
Harbor Investment Advisory, LLC
INCREASED79,55274,540+5,012+7%$16.2M$17.2M+$945.1K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED79,47781,904-2,427-3%$17.8M$17.2M-$676.0K2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED79,47078,117+1,353+2%$17.0M$17.2M+$147.8K2026-11-03
E&G Advisors, LLC
DECREASED79,29079,423-1330%$17.3M$17.1M-$175.5K2026-10-13
Wedbush Securities Inc
INCREASED79,18976,422+2,767+4%$16.7M$17.1K-$16.6M2026-10-22
Gemmer Asset Management LLC
DECREASED78,72578,997-2720%$17.2M$17.0M-$204.8K2026-10-16
Cora Capital Advisors LLC
INCREASED78,45176,185+2,266+3%$16.6M$17.0M+$348.6K2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED78,00039,500+38,500+97%$8.6M$16.9M+$8.2M2026-11-03
TKG Advisors, LLC
DECREASED77,85481,349-3,495-4%$17.7M$16.8M-$905.7K2026-11-02
RFG Holdings, Inc.
INCREASED77,53859,528+18,010+30%$13.0M$13.6M+$656.2K2026-10-30
Perigon Wealth Management, LLC
INCREASED76,91275,754+1,158+2%$16.5M$16.6M+$110.0K2026-10-22
Joel Isaacson & Co., LLC
INCREASED76,84468,527+8,317+12%$14.9M$16.6M+$1.7M2026-11-05
Eclectic Associates Inc
DECREASED76,81877,405-587-1%$16.9M$16.6M-$269.4K2026-10-09
TBH Global Asset Management, LLC
INCREASED76,80541,930+34,875+83%$9.1M$16.6M+$7.5M2026-11-03
Legacy Edge Advisors, LLC
DECREASED76,38690,983-14,597-16%$19.8M$16.5M-$3.3M2026-11-06
Cooper Capital Advisors LLC
INCREASED76,29073,724+2,566+3%$16.1M$16.5M+$418.0K2026-10-29
Thayer Financial, L.L.C.
INCREASED75,71873,957+1,761+2%$16.1M$16.4M+$290.6K2026-10-21
Weaver Capital Management LLC
DECREASED75,69978,321-2,622-3%$15.4M$16.4M+$990.5K2026-10-15
Breakwater Capital Group
INCREASED75,54175,479+62+0%$16.4M$16.3M-$126.3K2026-10-09
SWP Financial LLC
DECREASED75,24277,089-1,847-2%$16.8M$16.3M-$541.6K2026-10-23
EdgeRock Capital LLC
INCREASED75,23172,356+2,875+4%$15.8M$16.3M+$487.5K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED75,22073,946+1,274+2%$16.1M$16.3M+$138.3K2026-10-21
Latigo Investments, LLC
UNCHANGED74,91774,91700%$16.3M$16.2M-$138.6K2026-10-29
FF Advisors,LLC
INCREASED74,90272,331+2,571+4%$15.8M$16.2M+$421.9K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED74,83173,598+1,233+2%$16.0M$16.2M+$130.2K2026-10-21
Diversified Portfolios, Inc.
DECREASED73,87174,853-982-1%$16.3M$16.0M-$350.8K2026-11-04
Schwallier Wealth Management LLC
DECREASED71,22972,415-1,186-2%$15.8M$15.4M-$390.2K2026-11-05
Cooksen Wealth, LLC
INCREASED70,95170,749+202+0%$15.4M$15.7M+$232.9K2026-10-13
Apollon Wealth Management, LLC
INCREASED70,76459,419+11,345+19%$12.9M$15.3M+$2.3M2026-10-23
Wetzel Investment Advisors, Inc.
INCREASED70,19870,122+76+0%$15.3M$15.2M-$113.3K2026-10-13
Clark Financial Services Group Inc
DECREASED69,63769,929-2920%$15.2M$15.0M-$192.6K2026-10-19
Americana Partners, LLC
DECREASED68,90769,487-580-1%$15.1M$14.9M-$254.0K2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED68,5971,954+66,643+3411%$425.9K$14.8M+$14.4M2026-10-14
Valence8 US LP
INCREASED67,66067,421+239+0%$14.7M$14.6M-$73.1K2026-11-03
First Heartland Consultants, Inc.
DECREASED67,57268,578-1,006-1%$14.9M$14.6M-$344.3K2026-10-08
Hoge Financial Services, LLC
INCREASED67,36266,802+560+1%$14.6M$14.5M-$14.3K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED66,14463,893+2,251+4%$13.9M$14.3M+$368.3K2026-11-04
Leeward Financial Partners, LLC
DECREASED65,68166,023-342-1%$14.4M$14.2M-$195.9K2026-10-23
Trust Co of the South
INCREASED65,41662,764+2,652+4%$13.7M$14.1M+$456.9K2026-10-21
Titleist Asset Management, LLC
DECREASED65,28165,352-710%$14.2M$14.1M-$136.1K2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
INCREASED65,10560,981+4,124+7%$13.3M$14.1M+$778.3K2026-10-28
Collective Family Office LLC
DECREASED64,92066,431-1,511-2%$14.5M$14.0M-$449.3K2026-10-05
IFP Advisors, Inc
INCREASED64,77257,979+6,793+12%$12.6M$14.0M+$1.4M2026-10-16
First County Bank
INCREASED64,39158,439+5,952+10%$12.7M$13.9M+$1.2M2026-10-13
Emerald Advisors, LLC
DECREASED64,24565,479-1,234-2%$14.3M$13.9M-$387.7K2026-10-13
Hohimer Wealth Management, LLC
INCREASED63,78362,973+810+1%$13.7M$13.8M+$58.4K2026-11-04
Wedmont Private Capital
INCREASED63,65460,866+2,788+5%$13.3M$14.0M+$638.5K2026-10-09
Prosperitas Financial LLC
DECREASED63,61365,251-1,638-3%$14.2M$13.7M-$474.7K2026-10-28
Krilogy Financial LLC
DECREASED63,42566,644-3,219-5%$14.5M$14.0M-$479.4K2026-10-13
Trust Co of Toledo NA
INCREASED63,28350,149+13,134+26%$10.9M$13.7M+$2.7M2026-10-16
Sigma Planning Corp
DECREASED63,09670,802-7,706-11%$15.4M$13.5M-$1.9M2026-10-23
Hurley Capital, LLC
INCREASED62,92161,160+1,761+3%$13.3M$13.6M+$267.5K2026-11-05
AlphaCore Capital LLC
DECREASED62,86984,559-21,690-26%$18.4M$13.6M-$4.8M2026-11-04
Level Financial Advisors
INCREASED62,69759,363+3,334+6%$12.9M$13.5M+$610.4K2026-10-13
Mokosak Advisory Group, LLC
INCREASED62,68562,620+65+0%$13.6M$13.5M-$101.3K2026-10-20
Alliance Wealth Advisors, LLC
INCREASED62,53860,721+1,817+3%$13.2M$13.5M+$280.2K2026-10-14
Five Pine Wealth Management
DECREASED61,94662,151-2050%$13.5M$13.4M-$159.3K2026-10-20
Safir Wealth Advisors, LLC
INCREASED61,85261,267+585+1%$13.4M$13.4M+$13.1K2026-10-16
Central Trust Co
DECREASED61,80061,830-300%$13.5M$13.4M-$120.9K2026-11-05
Sterling Investment Advisors LLC
DECREASED61,78562,968-1,183-2%$13.7M$13.4M-$372.1K2026-10-27
Maryland Capital Advisors Inc.
DECREASED61,78162,873-1,092-2%$13.7M$13.3M-$352.3K2026-10-15
Cordoba Advisory Partners LLC
INCREASED61,69761,411+286+0%$13.4M$13.3M-$51.8K2026-10-19
Roof Eidam Maycock Peralta, LLC
DECREASED61,69062,162-472-1%$13.5M$13.3M-$217.0K2026-10-15
CJM Wealth Advisers, Ltd.
DECREASED61,67363,607-1,934-3%$13.9M$13.3M-$535.6K2026-10-27
NorthLanding Financial Partners, LLC
INCREASED61,45859,001+2,457+4%$12.9M$13.3M+$421.7K2026-10-15
G&S Capital LLC
DECREASED60,14361,252-1,109-2%$13.3M$13.0M-$352.9K2026-10-23
Grove Bank & Trust
INCREASED59,83359,101+732+1%$12.9M$12.9M+$48.8K2026-10-08
5th Street Advisors, LLC
DECREASED59,43465,391-5,957-9%$14.3M$12.8M-$1.4M2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED59,09551,078+8,017+16%$11.1M$12.8M+$1.6M2026-10-09
XY Planning Network, Inc.
INCREASED59,08952,971+6,118+12%$11.5M$12.8M+$1.2M2026-10-14
Cassilly Financial Group LLC
INCREASED58,99658,906+90+0%$12.8M$12.7M-$89.4K2026-10-07
Flagship Wealth Advisors, LLC
DECREASED58,84058,991-1510%$12.9M$12.7M-$141.7K2026-11-03
Traveka Wealth, LLC
DECREASED58,56358,656-930%$12.8M$12.7M-$128.6K2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED58,05958,254-1950%$12.7M$12.5M-$149.9K2026-10-16
Aire Advisors, LLC
DECREASED57,98860,032-2,044-3%$13.1M$12.5M-$552.7K2026-10-22
Align Financial, LLC
INCREASED57,81355,967+1,846+3%$12.2M$12.5M+$295.3K2026-10-16
Watershed Private Wealth LLC
INCREASED57,78857,299+489+1%$12.5M$12.5M-$3292026-10-30
Woodward Financial Advisors, Inc.
DECREASED57,31757,923-606-1%$12.6M$12.4M-$238.0K2026-10-19
Stone Wealth Partners
INCREASED57,26826,701+30,567+114%$5.8M$12.4M+$6.6M2026-11-05
Weinberger Asset Management, Inc
INCREASED57,22956,837+392+1%$12.5M$12.4M-$135.4K2026-10-28
AMI Investment Management Inc
INCREASED57,13551,240+5,895+12%$11.2M$12.3M+$1.2M2026-10-27
Shrier Wealth Management, LLC
INCREASED56,97055,832+1,138+2%$12.2M$12.3M+$142.6K2026-10-20
Founders Financial Securities LLC
INCREASED56,89531,437+25,458+81%$6.9M$12.3M+$5.4M2026-10-28
CWS Financial Advisors, LLC
DECREASED56,51357,101-588-1%$12.4M$12.2M-$232.7K2026-10-16
Nations Financial Group Inc,
INCREASED56,22655,208+1,018+2%$12.0M$12.1M+$117.7K2026-11-05
BLB&B Advisors, LLC
INCREASED55,77255,306+466+1%$12.1M$12.1M-$1.6K2026-10-27
Boyd Wealth Management, LLC
INCREASED54,89153,058+1,833+3%$11.6M$11.9M+$297.9K2026-10-20
KBC Group NV
INCREASED54,80021,900+32,900+150%$4.8M$11.8K-$4.8M2026-10-22
Connecticut Wealth Management, LLC
INCREASED53,97753,459+518+1%$11.7M$11.7M+$13.2K2026-10-13
KFA Private Wealth Group, LLC
DECREASED53,85555,015-1,160-2%$12.0M$11.6M-$352.5K2026-10-07
Cypress Point Wealth Management, LLC
INCREASED53,54350,921+2,622+5%$11.1M$11.6M+$472.4K2026-11-03
Register Financial Advisors LLC
INCREASED53,52652,413+1,113+2%$11.4M$11.6M+$143.4K2026-10-23
Cranbrook Wealth Management, LLC
DECREASED53,31755,009-1,692-3%$12.0M$11.5M-$467.3K2026-10-28
Atmos Advisory, LLC
INCREASED53,18852,972+216+0%$11.5M$11.5M-$51.3K2026-10-06
Accel Wealth Management
INCREASED53,07849,280+3,798+8%$10.7M$11.5M+$729.5K2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED52,97353,586-613-1%$11.7M$11.4M-$231.6K2026-11-02
Schear Investment Advisers, LLC
NEW52,735—+52,735——$11.4M—2026-10-14
Tempo Wealth, LLC
DECREASED52,73552,995-2600%$11.5M$11.4M-$154.2K2026-10-14
Macco Financial Group, Inc.
DECREASED52,64353,513-870-2%$11.7M$11.4M-$287.0K2026-11-05
Forbes Financial Planning, Inc.
DECREASED51,31452,084-770-1%$11.4M$11.1M-$262.7K2026-10-23
Grandview Asset Management LLC
DECREASED50,74454,413-3,669-7%$11.9M$11.0M-$893.7K2026-10-19
LightSquare Wealth Management, LLC
DECREASED50,58054,815-4,235-8%$11.9M$10.9M-$1.0M2026-11-03
Pearl Planning LLC
DECREASED50,55270,334-19,782-28%$15.3M$10.9M-$4.4M2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED50,53152,156-1,625-3%$11.4M$10.9M-$447.7K2026-10-16
CGN Advisors LLC
DECREASED50,25583,429-33,174-40%$18.2M$10.9M-$7.3M2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED50,04549,229+816+2%$10.7M$10.8M+$85.2K2026-10-29
PFG Advisors
INCREASED49,60449,340+264+1%$10.8M$10.7M-$34.2K2026-10-16
Elevated Capital Advisors, LLC
INCREASED49,42248,340+1,082+2%$10.5M$10.7M+$144.3K2026-11-04
Aries Wealth Management
INCREASED48,82547,348+1,477+3%$10.3M$10.6M+$231.6K2026-10-23
Verdence Capital Advisors LLC
INCREASED48,56336,845+11,718+32%$8.0M$10.5M+$2.5M2026-10-26
Pinnacle Associates LTD
DECREASED48,03948,824-785-2%$10.6M$10.4M-$259.9K2026-10-20
Eagle Strategies LLC
INCREASED47,87544,456+3,419+8%$9.7M$10.3M+$656.6K2026-10-16
Idaho Trust Co
INCREASED47,76143,971+3,790+9%$9.6M$10.3M+$737.6K2026-11-04
Root Financial Partners, LLC
INCREASED47,48040,369+7,111+18%$8.8M$10.3M+$1.5M2026-10-21
Vaquero Private Wealth, LTD
DECREASED47,04156,555-9,514-17%$12.3M$10.2M-$2.2M2026-10-27
Valeo Financial Advisors, LLC
DECREASED47,02547,574-549-1%$8.2M$8.0M-$187.9K2026-10-08
Abacus Planning Group, Inc.
INCREASED46,70646,662+44+0%$10.2M$10.1M-$76.8K2026-11-02
Enclave Advisors LLC
INCREASED46,68640,394+6,292+16%$8.8M$10.1M+$1.3M2026-10-14
Brighton Jones LLC
INCREASED46,42839,723+6,705+17%$8.7M$10.0M+$1.4M2026-11-03
GoalFusion Wealth Management, LLC
DECREASED45,95746,015-580%$10.0M$9.9M-$97.7K2026-10-06
Councilor Wealth, LLC
INCREASED45,74642,908+2,838+7%$9.4M$9.9M+$533.8K2026-10-09
Brighton Securities Corp.
INCREASED45,50242,570+2,932+7%$9.3M$9.8M+$554.8K2026-10-08
Clarity Capital Advisors, LLC
INCREASED45,04444,201+843+2%$9.6M$9.7M+$100.4K2026-10-27
Vivid Wealth Management, LLC
DECREASED44,47345,328-855-2%$9.9M$9.6M-$268.7K2026-10-27
Cornerstone Wealth Group, LLC
INCREASED44,29741,432+2,865+7%$9.0M$9.6M+$542.4K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED44,24446,543-2,299-5%$10.1M$9.6M-$582.7K2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED44,20844,520-312-1%$9.7M$9.6M-$149.8K2026-10-16
Wealth Preservation Advisors, LLC
INCREASED43,68636,801+6,885+19%$8.0M$9.4M+$1.4M2026-11-05
St. Louis Trust Co
DECREASED43,65044,121-471-1%$205.9K$9.4M+$9.2M2026-11-03
Regent Peak Wealth Advisors LLC
DECREASED43,54643,866-320-1%$9.6M$9.4M-$150.4K2026-10-13
Hardy Reed LLC
INCREASED43,51343,336+177+0%$9.4M$9.4M-$41.9K2026-11-06
Interchange Capital Partners, LLC
DECREASED43,49643,605-1090%$9.5M$9.4M-$104.4K2026-10-28
Independent Financial Group, LLC
INCREASED43,44042,086+1,354+3%$9.2M$9.4M+$214.6K2026-10-13
GLR Partners, LLC
DECREASED42,95644,077-1,121-3%$9.6M$9.3M-$323.8K2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED42,75623,536+19,220+82%$5.1M$9.2M+$4.1M2026-10-15
Olistico Wealth, LLC
DECREASED42,584210,942-168,358-80%$9.3M$9.2M-$130.4K2026-10-05
Manchester Capital Management LLC
DECREASED42,32943,163-834-2%$9.4M$9.1M-$260.1K2026-10-22
Uptick Partners, LLC
INCREASED41,81540,800+1,015+2%$8.9M$9.0M+$143.8K2026-11-04
Valpey Financial Services, LLC
DECREASED41,53442,033-499-1%$9.2M$9.0M-$185.5K2026-10-30
TMB Capital Partners, LLC
INCREASED41,39040,706+684+2%$8.9M$8.9M+$72.5K2026-10-20
Avantax Planning Partners, Inc.
INCREASED41,38341,266+117+0%$9.0M$8.9M-$51.1K2026-11-03
Blue Trust, Inc.
INCREASED40,85834,542+6,316+18%$7.5M$8.8M+$1.3M2026-10-15
10Elms LLP
INCREASED40,82635,821+5,005+14%$7.6M$8.8M+$1.2M2026-11-06
Elevatus Welath Management
INCREASED40,58120,637+19,944+97%$4.5M$8.8M+$4.3M2026-10-19
Factor Wealth Management LTD
DECREASED40,55840,987-429-1%$8.9M$8.8M-$168.5K2026-10-08
Focused Alpha, LLC
INCREASED40,38137,554+2,827+8%$8.2M$8.7M+$541.5K2026-10-20
Sharper & Granite LLC
INCREASED40,29140,188+103+0%$8.8M$7.9M-$853.1K2026-11-02
SigFig Wealth Management, LLC
INCREASED40,25239,529+723+2%$8.6M$8.7M+$55.4K2026-10-07
Cerro Pacific Wealth Advisors LLC
INCREASED40,23639,763+473+1%$8.7M$8.7M+$28.6K2026-10-22
Frontier Asset Management, LLC
INCREASED40,11239,223+889+2%$8.5M$8.7M+$119.6K2026-10-28
Artesa Financial Group, LLC
INCREASED40,05937,499+2,560+7%$8.2M$8.7M+$483.7K2026-10-29
Ocean Park Asset Management, LLC
INCREASED39,84523,355+16,490+71%$5.1M$8.6M+$3.5M2026-10-21
Autumn Glory Partners, LLC
UNCHANGED39,58639,58600%$8.6M$8.6M-$73.2K2026-10-26
Greenhouse Wealth Management, LLC
INCREASED39,41538,744+671+2%$8.4M$8.5M+$74.3K2026-10-20
Emergent Wealth Advisors, LLC
INCREASED39,34738,246+1,101+3%$8.4M$8.5M+$151.5K2026-10-09
IPG Investment Advisors LLC
DECREASED39,12839,608-480-1%$8.6M$8.5M-$176.9K2026-10-30
Refined Wealth Management
INCREASED38,91936,555+2,364+6%$8.0M$8.4M+$443.2K2026-10-13
Paragon Capital Management Ltd
INCREASED38,80437,850+954+3%$8.2M$8.4M+$136.0K2026-10-09
Pacific Capital Wealth Advisors, Inc.
INCREASED38,04831,546+6,502+21%$6.9M$8.2M+$1.3M2026-10-22
Mustard Seed Financial, LLC
DECREASED37,15738,109-952-2%$8.3M$8.0M-$276.3K2026-10-30
Regions Financial Corp
INCREASED37,12429,115+8,009+28%$6.3M$8.0M+$1.7M2026-11-05
Auxano Advisors, LLC
INCREASED37,04633,119+3,927+12%$7.2M$8.0M+$787.2K2026-11-06
Bath Savings Trust Co
INCREASED37,04135,633+1,408+4%$7.8M$8.0M+$238.3K2026-10-07
Portus Wealth Advisors, LLC
DECREASED36,98737,333-346-1%$8.1M$8.0M-$143.8K2026-10-13
Krane Financial Solutions LLC
DECREASED36,78436,958-1740%$8.1M$7.9M-$105.9K2026-10-30
Core Wealth Advisors, LLC
DECREASED36,38236,429-470%$7.9M$7.9M-$77.7K2026-11-05
Matrix Asset Advisors Inc
INCREASED36,06833,804+2,264+7%$7.4M$7.8M+$426.7K2026-10-13
Kuhn & Co Investment Counsel
INCREASED35,98335,081+902+3%$7.6M$7.8M+$130.0K2026-10-29
Arrien Investments, Inc.
INCREASED35,97535,671+304+1%$7.8M$7.8M-$2222026-10-30
Marietta Wealth Management, LLC
DECREASED35,79537,425-1,630-4%$8.2M$7.9M-$240.3K2026-10-22
Family CFO Inc
INCREASED35,68735,630+57+0%$7.8M$7.7M-$53.6K2026-10-30
Apollon Financial, LLC
DECREASED35,63835,680-420%$7.8M$7.7M-$75.2K2026-10-23
Sims Investment Management, LLC
INCREASED35,46931,765+3,704+12%$6.9M$7.7M+$741.7K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED35,42333,124+2,299+7%$7.2M$7.7M+$435.4K2026-10-08
Vicus Capital
INCREASED35,34331,500+3,843+12%$6.9M$7.6M+$772.1K2026-11-05
IMG Wealth Management, Inc.
INCREASED35,22830,449+4,779+16%$6.6M$7.6M+$976.4K2026-10-27
Willis Johnson Wealth, Inc.
DECREASED35,00936,303-1,294-4%$7.9M$7.6M-$346.6K2026-11-03
United Advisor Group, LLC
DECREASED34,88235,287-405-1%$7.7M$7.5M-$152.7K2026-11-03
LexAurum Advisors, LLC
INCREASED34,73433,798+936+3%$7.4M$7.5M+$139.6K2026-10-19
Washington Trust Advisors, Inc.
INCREASED34,70934,613+96+0%$7.5M$7.5M-$43.2K2026-10-22
Cutler Investment Counsel LLC
DECREASED34,59434,757-1630%$7.6M$7.5M-$99.5K2026-10-28
Santori & Peters, Inc.
INCREASED34,51733,190+1,327+4%$7.2M$7.5M+$225.3K2026-10-26
Grey Ledge Advisors, LLC
INCREASED34,48934,082+407+1%$7.4M$7.5M+$25.0K2026-11-02
NBH Bank
INCREASED34,03333,803+230+1%$7.4M$7.4M-$12.8K2026-11-05
Level Four Advisory Services, LLC
INCREASED33,94531,354+2,591+8%$6.8M$7.3M+$501.8K2026-11-06
Diversified Enterprises, LLC
INCREASED33,86132,757+1,104+3%$7.1M$7.3M+$177.9K2026-10-19
Decker Wealth Management LLC
INCREASED33,71133,449+262+1%$7.3M$7.3M-$5.4K2026-10-09
Phillips Financial Management, LLC
DECREASED33,64634,910-1,264-4%$7.6M$7.3M-$337.7K2026-10-19
Stephen J. Garry & Associates, LLC
INCREASED33,57033,146+424+1%$7.2M$7.3M+$30.3K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED33,26232,881+381+1%$7.2K$7.2K+$212026-10-27
Journey Beyond Wealth, LLC
DECREASED33,11533,206-910%$7.2M$7.2M-$81.1K2026-11-04
McAdam, LLC
INCREASED32,80329,326+3,477+12%$6.4M$7.1M+$697.0K2026-10-21
Diversify Wealth Management, LLC
INCREASED32,56330,847+1,716+6%$6.8M$7.3M+$421.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED32,56330,847+1,716+6%$6.8M$7.3M+$421.2K2026-10-20
Symmetry Partners, LLC
DECREASED32,55633,319-763-2%$7.3M$7.0M-$226.7K2026-10-27
Fiduciary Advisors, Inc.
DECREASED32,48033,320-840-3%$7.3M$7.0M-$243.3K2026-10-16
Stevens Capital Partners
DECREASED32,45333,309-856-3%$7.3M$7.0M-$246.6K2026-10-29
Martel Wealth Advisors LLC
DECREASED32,38633,392-1,006-3%$7.3M$7.0M-$279.1K2026-10-14
Oak Harvest Investment Services
DECREASED31,80732,002-195-1%$7.0M$6.9M-$101.3K2026-10-20
Richardson Financial Services Inc.
DECREASED31,64233,676-2,034-6%$7.3M$6.8M-$501.8K2026-10-30
Barings LLC
UNCHANGED31,59531,59500%$6.9M$6.8M-$58.5K2026-10-22
Financial Life Advisors
DECREASED31,33432,079-745-2%$7.0M$6.8M-$220.2K2026-10-14
Redw Wealth LLC
INCREASED31,24527,348+3,897+14%$6.0M$6.8M+$791.6K2026-11-02
Cornerstone Advisory, LLC
DECREASED30,90931,970-1,061-3%$7.0M$6.7M-$288.5K2026-11-06
Beaumont Financial Advisors, LLC
DECREASED30,90731,113-206-1%$6.8M$6.7M-$102.0K2026-10-22
Axxcess Wealth Management, LLC
DECREASED30,85547,260-16,405-35%$10.3M$6.7M-$3.6M2026-10-21
Prospera Capital Management, LLC
INCREASED30,77523,745+7,030+30%$5.2M$6.6M+$1.4M2026-10-19
Winthrop Capital Management, LLC
INCREASED30,76630,487+279+1%$6.6M$6.6M+$3.9K2026-11-05
Davidson Trust Co
DECREASED30,74131,106-365-1%$6.8M$6.6M-$137.1K2026-10-09
HBK Sorce Advisory LLC
INCREASED30,07429,764+310+1%$6.7M$6.7M+$66.0K2026-11-06
Sage Mountain Advisors LLC
UNCHANGED29,93929,93900%$6.5M$6.5M-$55.4K2026-11-02
Moors & Cabot, Inc.
INCREASED29,76627,787+1,979+7%$6.1M$6.4M+$376.3K2026-11-06
First National Bank Sioux Falls
DECREASED29,69555,412-25,717-46%$11.2M$6.4M-$4.8M2026-10-13
BCS Wealth Management
DECREASED29,64829,974-326-1%$6.5M$6.4M-$125.9K2026-11-03
Ritholtz Wealth Management
INCREASED29,61429,222+392+1%$6.4M$6.4M+$30.6K2026-11-05
Orser Capital Management, LLC
DECREASED29,58429,804-220-1%$6.5M$6.4M-$102.7K2026-10-13
McLean Asset Management Corp
DECREASED29,12329,181-580%$6.4M$6.5M+$101.8K2026-11-06
Compass Ion Advisors, LLC
INCREASED28,96028,448+512+2%$6.2M$6.3M+$57.9K2026-10-23
TCI Wealth Advisors, Inc.
DECREASED28,87429,281-407-1%$6.4M$6.2M-$142.1K2026-10-30
Manuka Financial, LLC
DECREASED28,86328,972-1090%$6.3M$6.3M-$46.4K2026-10-16
Acropolis Investment Management, LLC
INCREASED28,81127,860+951+3%$6.1M$6.2M+$153.8K2026-10-08
Defined Wealth Management, LLC
INCREASED28,63128,586+45+0%$6.2M$6.2M-$43.2K2026-10-19
Kendall Capital Management
INCREASED28,47725,193+3,284+13%$5.5M$6.2M+$662.9K2026-10-23
Ackerman Capital Advisors, LLC
UNCHANGED28,38828,38800%$6.2M$6.1M-$52.5K2026-10-30
Long Island Wealth Management, Inc.
INCREASED28,30028,288+12+0%$6.2M$6.1M-$49.9K2026-10-20
Summit Wealth Group LLC / Co
INCREASED28,25626,840+1,416+5%$5.8M$6.1M+$256.3K2026-10-29
AGF Management LTD
DECREASED28,22330,283-2,060-7%$6.6M$6.1M-$501.1K2026-11-03
Luminvest Wealth Management LLC
DECREASED28,15231,709-3,557-11%$6.9M$6.1M-$827.2K2026-10-14
Fonville Wealth Management LLC
DECREASED28,07728,429-352-1%$6.2M$6.1M-$128.7K2026-10-28
Northern Lights Advisors, Inc.
INCREASED27,98124,971+3,010+12%$5.4M$6.0M+$604.2K2026-10-21
Well Done, LLC
DECREASED27,92727,949-220%$6.1M$6.0M-$56.5K2026-10-20
Security Financial Services, Inc.
DECREASED27,85128,363-512-2%$6.2M$6.0M-$163.2K2026-10-29
Weil Company, Inc.
DECREASED27,54868,752-41,204-60%$15.0M$6.0M-$9.0M2026-10-14
Blueprint Investment Partners LLC
INCREASED27,41214,622+12,790+87%$3.2M$5.9M+$2.7M2026-10-28
Family Wealth Partners, LLC
DECREASED27,40327,690-287-1%$6.0M$5.9M-$113.4K2026-10-20
Indivisible Partners
INCREASED27,29925,799+1,500+6%$5.6M$5.9M+$276.3K2026-10-26
Catalyst Private Wealth, LLC
INCREASED27,20726,206+1,001+4%$5.7M$5.9M+$167.8K2026-10-13
Chris Bulman Inc
INCREASED27,18326,027+1,156+4%$5.7M$5.9M+$201.5K2026-10-20
Opus Capital Group, LLC
DECREASED26,99827,113-1150%$5.9M$5.8K-$5.9M2026-10-30
West Bancorporation Inc
INCREASED26,90021,664+5,236+24%$4.7M$5.8M+$1.1M2026-10-29
Diversified Trust Co
DECREASED26,38929,413-3,024-10%$6.4M$5.7M-$707.8K2026-11-06
Florida Trust Wealth Management Co
INCREASED26,08025,086+994+4%$5.5M$5.6M+$168.4K2026-11-05
Old National Bancorp
DECREASED25,91226,730-818-3%$5.8M$5.6M-$226.2K2026-10-20
Chesley Taft & Associates LLC
DECREASED25,81726,562-745-3%$5.8M$5.6M-$210.1K2026-10-13
Barrett & Company, Inc.
INCREASED25,80725,383+424+2%$5.5M$5.6M+$44.7K2026-10-22
Weaver Consulting Group
INCREASED25,73221,004+4,728+23%$4.6M$5.6M+$982.7K2026-10-07
Evanson Financial, LLC
INCREASED25,70219,357+6,345+33%$4.2M$5.6M+$1.3M2026-10-23
Kelleher Financial Advisors
DECREASED25,59452,254-26,660-51%$11.4M$5.5M-$5.9M2026-10-30
Flagstar Securities, Inc
DECREASED25,58125,893-312-1%$5.6M$5.5M-$115.6K2026-10-15
Jefferson Bridge Capital, LLC
INCREASED25,34625,337+9+0%$5.5M$5.5M-$45.0K2026-11-06
Weitzel Financial Services, Inc.
INCREASED25,21324,895+318+1%$5.4M$5.5M+$39.0K2026-10-16
Bluedoor Private Wealth, LLC
DECREASED25,19725,741-544-2%$5.6M$5.4M-$165.2K2026-11-05
GenTrust, LLC
INCREASED25,01824,965+53+0%$5.4M$5.4M-$34.6K2026-11-06
Oath Planning, LLC
INCREASED25,01721,310+3,707+17%$4.6M$5.4M+$761.4K2026-10-20
Wealth Management Resources, Inc.
INCREASED24,99123,120+1,871+8%$5.0M$5.4M+$361.6K2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED24,91920,701+4,218+20%$4.5M$5.4M+$873.1K2026-11-04
AUA Capital Management, LLC
DECREASED24,86325,486-623-2%$5.6M$5.4M-$181.7K2026-10-15
Ironsides Asset Advisors, LLC
UNCHANGED24,82024,82000%$5.4M$5.4M-$45.9K2026-10-20
Wealth Advisory Solutions, LLC
INCREASED24,75324,605+148+1%$5.4M$5.3M-$13.6K2026-10-20
Owl Creek Wealth Partners LLC
DECREASED24,52024,736-216-1%$5.4M$5.3M-$92.4K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED24,50924,497+12+0%$5.3M$5.3M-$42.8K2026-10-26
Moneco Advisors, LLC
DECREASED24,47724,928-451-2%$5.4M$5.3M-$143.5K2026-11-05
Harbor Asset Planning, Inc.
DECREASED24,42724,962-535-2%$5.4M$5.3M-$161.1K2026-10-23
Worth Asset Management, LLC
INCREASED24,4006,633+17,767+268%$1.4M$5.3M+$3.8M2026-10-07
Lynch Investment Planning, LLC
INCREASED24,10315,227+8,876+58%$3.3M$5.2M+$1.9M2026-10-27
15 Wealth Advisors LLC
NEW24,097—+24,097——$5.2M—2026-10-14
Perryman Financial Advisory Inc
INCREASED24,06323,799+264+1%$5.2M$5.2M+$13.1K2026-10-16
Markowski Investments
INCREASED23,92023,613+307+1%$5.1M$5.2M+$22.7K2026-10-30
Lebenthal Global Advisors, LLC
DECREASED23,832145,753-121,921-84%$31.8M$5.1M-$26.6M2026-10-28
Ascent Group, LLC
DECREASED23,80329,092-5,289-18%$6.3M$5.1M-$1.2M2026-10-30
Northstar Asset Management Co
INCREASED23,78023,545+235+1%$5.2M$5.3M+$145.2K2026-10-22
Culbertson A N & Co Inc
DECREASED23,72023,920-200-1%$5.2M$5.1M-$87.5K2026-10-21
Beaumont Asset Management, L.L.C.
INCREASED23,71622,443+1,273+6%$4.9M$5.1M+$233.6K2026-10-16
Simplicity Wealth,LLC
INCREASED23,64620,184+3,462+17%$4.4M$5.1M+$710.8K2026-10-23
Base Wealth Management LLC
INCREASED23,63922,088+1,551+7%$4.8M$5.1M+$294.2K2026-10-21
Gamma Investing LLC
INCREASED23,63722,853+784+3%$5.0M$5.1M+$127.1K2026-10-08
Money Concepts Capital Corp
DECREASED23,41324,764-1,351-5%$5.4M$5.1M-$337.7K2026-11-06
Redwood Family Wealth LLC
INCREASED23,41022,936+474+2%$5.0M$5.1M+$60.0K2026-10-20
Ironwood Financial, llc
INCREASED23,38220,087+3,295+16%$4.4M$5.1M+$646.2K2026-10-20
Alamar Capital Management, LLC
DECREASED23,24125,000-1,759-7%$5.4M$5.0M-$426.4K2026-11-02
Great Lakes Advisors, LLC
DECREASED23,17524,703-1,528-6%$5.4M$5.0M-$375.9K2026-11-06
Principle Wealth Partners LLC
INCREASED23,07820,581+2,497+12%$4.5M$5.0M+$501.6K2026-11-02
Absolute Capital Management, LLC
INCREASED22,97019,818+3,152+16%$4.3M$5.0M+$644.4K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED22,9225,155+17,767+345%$1.1M$5.0M+$3.8M2026-10-22
Northeast Investment Management
INCREASED22,91122,706+205+1%$4.9M$5.0M+$2.3K2026-10-30
City State Bank
DECREASED22,89323,168-275-1%$5.0M$4.9M-$102.3K2026-10-20
BKM Wealth Management, LLC
INCREASED22,87515,802+7,073+45%$3.4M$4.9M+$1.5M2026-10-22
Legacy Wealth Partners, LLC
DECREASED22,80191,743-68,942-75%$20.0M$4.9M-$15.1M2026-10-15
LifeSteps Financial, Inc.
DECREASED22,79623,880-1,084-5%$5.2M$4.9M-$278.4K2026-10-15
First Financial Bank - Trust Division
DECREASED22,68022,681-10%$4.9M$4.9M-$42.2K2026-10-01
Principal Financial Group Inc
INCREASED22,63517,489+5,146+29%$3.8M$4.9M+$1.1M2026-11-02
Alchemi Wealth, LLC
INCREASED22,61013,852+8,758+63%$3.0M$4.9M+$1.9M2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED22,60122,533+68+0%$4.9M$4.9M-$26.8K2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED22,58921,564+1,025+5%$4.7M$4.9M+$181.6K2026-10-27
Kitching Partners, LLC
INCREASED22,21517,641+4,574+26%$3.8M$4.8M+$956.0K2026-11-02
Bonfire Financial
INCREASED22,16021,735+425+2%$4.7M$4.8M+$51.6K2026-11-06
MSH Capital Advisors LLC
DECREASED22,09322,456-363-2%$4.9M$4.8M-$119.9K2026-11-03
Csenge Advisory Group
INCREASED22,08821,925+163+1%$4.8M$4.8M-$5.5K2026-11-04
Carret Asset Management, LLC
DECREASED21,90421,908-40%$4.8M$4.7M-$41.4K2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED21,85821,359+499+2%$4.7M$4.7M+$68.4K2026-10-29
Hubbell Strickland Wealth Management, LLC
DECREASED21,84921,890-410%$4.8M$4.7M-$49.4K2026-10-29
Partners Wealth Management, LLC
NEW21,775—+21,775——$4.7M—2026-10-28
Kraft, Davis & Associates, LLC
INCREASED21,75018,915+2,835+15%$4.1M$4.8M+$721.6K2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED21,70022,500-800-4%$4.9M$4.7M-$214.5K2026-10-22
Kroeger Financial Partners
DECREASED21,64022,068-428-2%$4.8M$4.7M-$133.3K2026-10-19
Parsons Capital Management Inc
INCREASED21,59221,161+431+2%$4.6M$4.7M+$54.0K2026-10-28
Blueprint Financial Advisors LLC
NEW21,490—+21,490——$4.6M—2026-10-28
Amicus Financial Advisors, LLC
INCREASED21,47721,323+154+1%$4.6M$4.6M-$6.1K2026-11-03
Calder Financial LLC
DECREASED21,47422,378-904-4%$4.9M$4.6M-$236.9K2026-10-13
Beacon Financial Advisory LLC
DECREASED21,37321,681-308-1%$4.7M$4.6M-$106.7K2026-10-16
JIM Saulnier & Associates, LLC
INCREASED21,10318,893+2,210+12%$4.1M$4.6M+$442.6K2026-11-04
M Holdings Securities, Inc.
NEW21,075—+21,075——$4.8K—2026-11-03
Chemistry Wealth Management LLC
DECREASED21,06721,105-380%$4.6M$4.6M-$47.2K2026-10-16
Bernardo Wealth Planning LLC
INCREASED20,85210,622+10,230+96%$2.3M$4.5M+$2.2M2026-10-23
Carnegie Investment Counsel
DECREASED20,80921,367-558-3%$4.7M$4.5M-$160.1K2026-10-20
Veratis Advisors, Inc.
DECREASED20,73240,894-20,162-49%$8.5M$4.5M-$4.0M2026-11-03
Keybank National Association
DECREASED20,72021,436-716-3%$4.7M$4.5M-$194.4K2026-11-04
Magnus Financial Group LLC
INCREASED20,70919,385+1,324+7%$4.2M$4.5M+$250.2K2026-10-21
Hudson Oak Wealth Advisory LLC
DECREASED20,66520,970-305-1%$4.6M$4.5M-$104.7K2026-10-16
Trinity Financial Advisors LLC
DECREASED20,61422,635-2,021-9%$4.9M$4.5M-$478.6K2026-10-09
Greenleaf Trust
INCREASED20,58716,122+4,465+28%$3.5M$4.4M+$935.0K2026-10-29
Angeles Investment Advisors, LLC
INCREASED20,55914,573+5,986+41%$3.2M$4.4M+$1.3M2026-10-22
Greenspring Advisors, LLC
INCREASED20,4229,809+10,613+108%$2.1M$4.4M+$2.3M2026-11-05
NWF Advisory Services Inc.
INCREASED20,21718,216+2,001+11%$4.0M$4.4M+$398.8K2026-10-19
First Bancorp, Inc
DECREASED20,19620,219-230%$4.4M$4.4M-$42.4K2026-10-26
Lodestone Wealth Management LLC
DECREASED20,11721,452-1,335-6%$4.7M$4.3M-$328.1K2026-10-14
Glenview Trust Co
DECREASED20,10520,804-699-3%$4.5M$4.3M-$189.5K2026-10-28
Adkins Seale Capital Management LLC
INCREASED20,10116,796+3,305+20%$3.7M$4.3M+$683.1K2026-10-27
Fjell Capital, LLC
INCREASED20,0988,793+11,305+129%$1.9M$4.3M+$2.4M2026-10-13
Signal Advisors Wealth, LLC
INCREASED20,09615,391+4,705+31%$3.4M$4.3M+$988.2K2026-10-13
ERn Financial, LLC
DECREASED20,04620,113-670%$4.4M$4.3M-$51.7K2026-10-28
Triune Financial Partners, LLC
DECREASED20,04120,451-410-2%$4.5M$4.3M-$126.6K2026-11-03
Milestone Investment Advisors LLC
INCREASED20,02719,912+115+1%$4.3M$4.3M-$12.0K2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED20,00520,259-254-1%$4.4M$4.3M-$87.2K2026-11-02
Harmony Asset Management LLC
INCREASED19,99316,659+3,334+20%$3.6M$4.3M+$689.4K2026-10-20
Private Trust Co NA
INCREASED19,92419,412+512+3%$4.2M$4.3M+$74.7K2026-10-20
United Bank
DECREASED19,92120,183-262-1%$4.4M$4.3M-$94.0K2026-11-06
Advocate Group LLC
INCREASED19,82013,220+6,600+50%$2.9M$4.3M+$1.4M2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED19,75118,537+1,214+7%$4.0M$4.3M+$228.0K2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED19,64219,775-133-1%$4.3M$4.2M-$65.3K2026-10-15
Quadcap Wealth Management, LLC
DECREASED19,61619,722-106-1%$4.3M$4.2M-$59.3K2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED19,54219,563-210%$4.3M$4.2M-$40.7K2026-10-21
Old North State Wealth Management, LLC
DECREASED19,51820,864-1,346-6%$4.6M$4.2M-$330.7K2026-10-22
GFS Advisors, LLC
DECREASED19,46120,282-821-4%$19.1M$4.2M-$14.9M2026-11-03
DT Investment Partners, LLC
UNCHANGED19,28819,28800%$4.2M$4.2M-$35.7K2026-10-27
Powerhouse Assets LLC
DECREASED19,28119,506-225-1%$4.3M$4.2M-$84.7K2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED19,18517,553+1,632+9%$3.8M$4.1M+$320.2K2026-10-08
Montag A & Associates Inc
DECREASED19,17019,860-690-3%$4.3M$4.1M-$185.8K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED19,05218,333+719+4%$4.0M$4.3M+$256.4K2026-10-21
Intergy Private Wealth, LLC
INCREASED18,96416,785+2,179+13%$3.7M$4.1M+$439.8K2026-10-16
Sovran Advisors, LLC
INCREASED18,81616,193+2,623+16%$3.6M$4.3M+$695.8K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED18,79420,366-1,572-8%$4.4M$4.1M-$377.4K2026-10-22
Pioneer Wealth Management Group
DECREASED18,78119,739-958-5%$4.3M$4.1M-$243.7K2026-10-09
Lanark Financial, Inc.
INCREASED18,73311,234+7,499+67%$2.4M$4.0M+$1.6M2026-10-26
Segment Wealth Management, LLC
DECREASED18,68019,500-820-4%$4.2M$4.0M-$213.3K2026-10-26
Sheets Smith Wealth Management
UNCHANGED18,56218,56200%$4.0M$4.0M-$34.3K2026-10-16
WBH Advisory Inc
DECREASED18,54518,916-371-2%$4.1M$4.0M-$115.2K2026-11-05
Uptown Financial Advisors LLC
DECREASED18,46718,712-245-1%$4.1M$4.0M-$87.6K2026-10-15
GC Wealth Management RIA, LLC
DECREASED18,45218,973-521-3%$4.1M$4.0M-$147.7K2026-11-02
JFS Wealth Advisors, LLC
DECREASED18,41318,522-109-1%$4.0M$4.0M-$58.0K2026-11-03
Shuttleworth & Co
INCREASED18,29717,983+314+2%$3.9M$4.0M+$34.6K2026-10-30
FCG Investment Co
INCREASED18,20717,390+817+5%$3.8M$3.9M+$144.4K2026-10-13
Insight Advisors, LLC/ PA
DECREASED18,12618,227-101-1%$4.0M$3.9M-$55.4K2026-10-22
Capital Investment Advisors, LLC
INCREASED17,96717,938+29+0%$3.9M$3.9M-$26.8K2026-10-22
Infinity Wealth Counsel, LLC
INCREASED17,71117,006+705+4%$3.7M$3.8M+$120.9K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED17,68016,987+693+4%$3.7M$3.8M+$118.3K2026-10-23
SwitchPoint Financial Planning, LLC
UNCHANGED17,67317,67300%$3.9M$3.8M-$32.7K2026-11-02
Ascentis Independent Advisors
NEW17,621—+17,621——$3.8M—2026-11-03
MV Capital Management, Inc.
DECREASED17,59419,652-2,058-10%$4.3M$3.8M-$481.0K2026-10-29
McMill Wealth Management
INCREASED17,53811,618+5,920+51%$2.5M$3.8M+$1.3M2026-11-05
CWA Asset Management Group, LLC
INCREASED17,46916,826+643+4%$3.7M$3.8M+$107.7K2026-10-19
Addis & Hill, Inc
UNCHANGED17,45817,45800%$3.8M$3.8M$02026-10-19
Allegheny Financial Group
INCREASED17,43716,990+447+3%$3.7M$3.8M+$65.2K2026-11-05
Prosperity Planning, Inc.
DECREASED17,40217,856-454-3%$3.9M$3.8M-$131.1K2026-10-09
Donalies Financial Planning, LLC
DECREASED17,18617,289-103-1%$3.8M$3.7M-$54.2K2026-10-19
Archford Capital Strategies, LLC
DECREASED17,12317,598-475-3%$3.8M$3.7M-$135.2K2026-10-19
GenWealth Group, Inc.
INCREASED16,88116,600+281+2%$3.6M$3.6M+$30.2K2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED16,83316,748+85+1%$3.6M$3.6M+$6.9K2026-11-04
Capstone Wealth Management Group, LLC
DECREASED16,79349,097-32,304-66%$10.7M$3.1M-$7.6M2026-11-05
ATX Financial Planning, LLC
NEW16,789—+16,789——$3.6M—2026-10-14
LongView Wealth Management
DECREASED16,72616,939-213-1%$3.7M$3.6M-$77.2K2026-10-19
WoodTrust Financial Corp
DECREASED16,65817,314-656-4%$3.8M$3.6K-$3.8M2026-10-09
Crestwood Advisors Group, LLC
DECREASED16,57716,619-420%$3.6M$3.6M-$39.8K2026-10-27
Parkside Financial Bank & Trust
INCREASED16,54015,605+935+6%$3.4M$3.6M+$173.2K2026-10-27
Taylor Financial Group, Inc.
INCREASED16,50015,603+897+6%$3.4M$3.6M+$165.0K2026-11-02
Dana Investment Advisors, Inc.
DECREASED16,48716,891-404-2%$3.7M$3.6M-$118.5K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED16,47116,837-366-2%$3.7M$3.6M-$110.3K2026-10-13
Russell Investments Group, Ltd.
INCREASED16,42813,178+3,250+25%$2.9M$3.5M+$678.0K2026-11-06
Stage Harbor Financial, LLC
INCREASED16,33716,322+15+0%$3.6M$3.5M-$27.0K2026-11-03
Hilltop National Bank
INCREASED16,32916,153+176+1%$3.5M$3.5M+$8.1K2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED16,28214,244+2,038+14%$3.1M$3.5M+$414.1K2026-10-15
Fisher Asset Management, LLC
INCREASED16,19511,421+4,774+42%$2.5M$3.5M+$1.0M2026-11-06
AdvisorNet Financial, Inc
DECREASED16,08316,573-490-3%$3.6M$3.6M-$55.2K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED16,05614,582+1,474+10%$3.2M$3.5M+$291.5K2026-10-29
Gibraltar Capital Management, Inc.
DECREASED15,90115,958-570%$3.5M$3.4M-$41.8K2026-10-27
Asset Advisory Group, Inc.
INCREASED15,70911,599+4,110+35%$2.5M$3.4M+$866.5K2026-10-20
GHP Investment Advisors, Inc.
DECREASED15,64015,905-265-2%$3.5M$3.4M-$86.6K2026-10-15
High Net Worth Advisory Group LLC
INCREASED15,63815,226+412+3%$3.3M$3.4M+$60.8K2026-10-26
L.K. Benson & Company, P.C.
DECREASED15,61816,085-467-3%$3.5M$3.4M-$130.4K2026-10-23
Pillar Financial Advisors, LLC
DECREASED15,55915,581-220%$3.4M$3.4M-$33.6K2026-10-21
Salomon & Ludwin, LLC
DECREASED15,55015,616-660%$3.4M$3.4M-$34.6K2026-10-29
Global Trust Wealth Management LLC
INCREASED15,54815,523+25+0%$3.4M$3.4M-$23.3K2026-10-14
Sawgrass Asset Management LLC
DECREASED15,48617,336-1,850-11%$3.8M$3.3M-$431.8K2026-11-03
Evansbrook LLC
INCREASED15,42614,153+1,273+9%$3.1M$3.3M+$249.0K2026-10-16
StoneX Group Inc.
INCREASED15,42113,652+1,769+13%$3.0M$3.3M+$357.5K2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED15,40215,40200%$3.4M$3.3M-$28.5K2026-10-28
Jacobi Capital Management LLC
DECREASED15,32315,372-490%$3.3M$3.3M-$38.9K2026-11-05
Kennicott Capital Management LLC
UNCHANGED15,25915,25900%$3.3M$3.3M-$28.2K2026-10-16
Silverlake Wealth Management LLC
DECREASED15,19515,339-144-1%$3.3M$3.3M-$59.6K2026-10-21
North Star Investment Management Corp.
DECREASED15,11815,587-469-3%$3.4M$3.3M-$130.3K2026-10-27
Howard Wealth Management, LLC
INCREASED15,09114,920+171+1%$3.3M$3.3M+$9.4K2026-10-28
XML Financial, LLC
INCREASED15,01514,645+370+3%$3.2M$3.2M+$52.8K2026-10-29
Avalon Capital Management
INCREASED14,97313,963+1,010+7%$3.0M$3.2M+$192.4K2026-11-04
Princeton Global Asset Management LLC
INCREASED14,88914,828+61+0%$3.2M$3.2M-$14.1K2026-10-21
Forza Wealth Management, LLC
DECREASED14,83714,982-145-1%$3.3M$3.2M-$59.0K2026-10-20
Equity Wealth Partners, LLC
INCREASED14,8088,782+6,026+69%$1.9M$3.2M+$1.3M2026-10-26
Sterling Group Wealth Management, LLC
INCREASED14,79814,651+147+1%$3.2M$3.2M+$4.7K2026-11-03
Strategic Financial Group, LLC
INCREASED14,78914,750+39+0%$3.2M$3.2M-$18.9K2026-10-08
PDS Planning, Inc
INCREASED14,76811,604+3,164+27%$2.5M$3.2M+$662.1K2026-11-03
Narus Financial Partners, LLC
INCREASED14,75614,127+629+4%$3.1M$3.2M+$109.8K2026-10-19
Fermata Advisors, LLC
INCREASED14,48314,185+298+2%$3.1M$3.1M+$38.1K2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED14,48114,604-123-1%$3.2M$3.1M-$53.7K2026-10-29
K2 Financial Inc.
DECREASED14,38314,419-360%$3.2M$3.2M+$20.7K2026-10-26
Welch & Forbes LLC
UNCHANGED14,27814,27800%$3.1M$3.1M-$26.4K2026-11-04
Livet Wealth, LLC
DECREASED14,27115,503-1,232-8%$3.4M$3.1M-$294.8K2026-10-27
PUREfi Wealth, LLC
NEW14,182—+14,182——$3.1M—2026-10-19
Northwest Wealth Management, LLC
DECREASED14,02414,059-350%$3.1M$3.0M-$33.5K2026-10-30
Midwest Capital Advisors, LLC
INCREASED14,01914,012+7+0%$3.1M$3.0M-$24.5K2026-11-04
Hegarty Advisors, LLC
INCREASED13,9469,108+4,838+53%$2.0M$3.0M+$1.0M2026-10-20
Leo Wealth, LLC
NEW13,862—+13,862——$3.0M—2026-10-26
Rasp Wealth Solutions, LLC
INCREASED13,77313,127+646+5%$2.9M$3.0M+$115.5K2026-11-06
Global Wealth Management Investment Advisory, Inc.
DECREASED13,74714,440-693-5%$3.1M$3.0M-$176.5K2026-11-04
Shepherd Financial Partners LLC
INCREASED13,59113,585+6+0%$3.0M$2.9M-$23.9K2026-11-03
Embree Financial Group
INCREASED13,5499,371+4,178+45%$2.0M$2.9M+$885.4K2026-10-22
Opus Financial Solutions LLC
DECREASED13,53114,143-612-4%$3.1M$2.9M-$158.3K2026-11-06
Vertrix Wealth Management, LLC
INCREASED13,48312,688+795+6%$2.8M$2.9M+$148.3K2026-10-13
Asset Dedication, LLC
INCREASED13,40213,301+101+1%$2.9M$2.9M-$3.0K2026-11-03
ADE, LLC
DECREASED13,36313,451-88-1%$2.9M$2.9M-$43.9K2026-10-29
Alpine Bank Wealth Management
UNCHANGED13,22013,22000%$2.9M$2.9M-$24.5K2026-10-16
Vilga Financial Planning LLC
DECREASED13,14813,529-381-3%$2.9M$2.8M-$107.4K2026-10-09
Elevated Financial Group LLC
INCREASED13,0936,439+6,654+103%$1.4M$2.8M+$1.4M2026-10-16
Phillip James Consulting Co.
DECREASED13,04850,815-37,767-74%$10.5M$2.8M-$7.6M2026-11-03
Verus Capital Partners, LLC
INCREASED13,03812,589+449+4%$2.7M$2.8M+$73.8K2026-11-03
Cornerstone Advisors Asset Management, LLC
INCREASED13,0073,233+9,774+302%$704.5K$2.8M+$2.1M2026-11-06
SteelPeak Wealth, LLC
INCREASED13,00012,822+178+1%$2.8M$2.8M+$14.7K2026-10-16
Serenity Investment Advisors
DECREASED12,99013,016-260%$2.9M$2.8M-$124.1K2026-10-30
Confluence Wealth Services, Inc.
INCREASED12,9769,572+3,404+36%$2.1M$2.8M+$717.9K2026-11-05
American Institute for Advanced Investment Management, LLP
DECREASED12,93613,003-67-1%$2.8M$2.8M-$38.5K2026-11-03
Fiduciary Family Office, LLC
DECREASED12,80713,260-453-3%$2.9M$2.8M-$122.6K2026-11-04
Next Level Private LLC
DECREASED12,79312,896-103-1%$2.8M$2.8M-$46.0K2026-10-20
Atlas Brown,Inc.
DECREASED12,74412,844-100-1%$2.8M$2.8M-$45.3K2026-10-09
Zions Bancorporation, National Association
UNCHANGED12,71312,71300%$2.8M$2.7M-$23.5K2026-11-06
Pinnacle Bancorp, Inc.
DECREASED12,66113,043-382-3%$2.8M$2.7M-$106.5K2026-10-21
Acorn Wealth Advisors, LLC
DECREASED12,49815,372-2,874-19%$3.3M$2.7M-$649.3K2026-10-19
SeaCrest Wealth Management, LLC
INCREASED12,49312,163+330+3%$2.7M$2.7M+$49.0K2026-10-21
Ashton Thomas Securities, LLC
INCREASED12,4889,048+3,440+38%$2.0M$2.7M+$725.2K2026-10-26
Paragon Private Wealth Management, LLC
INCREASED12,40211,777+625+5%$2.6M$2.7M+$113.1K2026-10-20
Center for Financial Planning, Inc.
INCREASED12,40111,394+1,007+9%$2.5M$2.7M+$196.5K2026-10-26
Cordgrass Capital Advisors, LLC
INCREASED12,39211,224+1,168+10%$2.4M$2.7M+$231.7K2026-10-30
Probity Advisors, Inc.
DECREASED12,37912,426-470%$2.7M$2.7M-$33.1K2026-10-23
Capital Squared Financial LLC
DECREASED12,29412,329-350%$2.7M$2.7M-$30.5K2026-10-30
Klingman & Associates, LLC
INCREASED12,12011,875+245+2%$2.6M$2.6M+$31.1K2026-10-20
Obsidian CIO, LLC
DECREASED12,09712,395-298-2%$2.7M$2.6M-$87.4K2026-11-05
Asempa Wealth Advisors
INCREASED12,06211,938+124+1%$2.6M$2.6M+$12.2K2026-10-07
RTD Financial Advisors, Inc.
UNCHANGED12,04612,04600%$2.6M$2.6M-$22.3K2026-10-09
Stone Loft Wealth Management LLC
INCREASED12,02612,021+5+0%$2.6M$2.6M-$15.9K2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED11,99310,301+1,692+16%$2.2M$2.6M+$346.6K2026-10-29
Accretive Wealth Partners, LLC
DECREASED11,95014,665-2,715-19%$3.2M$2.6M-$613.8K2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED11,9138,167+3,746+46%$1.8M$2.6M+$794.3K2026-10-15
Allstreet Capital Advisors LLC
DECREASED11,89212,077-185-2%$2.6M$2.6M-$62.4K2026-11-04
Balboa Wealth Partners
DECREASED11,85411,865-110%$2.6M$2.6M-$24.4K2026-10-20
Gainline Financial Partners, LLC
INCREASED11,82710,345+1,482+14%$2.3M$2.6M+$301.2K2026-10-15
Greystone Financial Group, LLC
DECREASED11,73013,850-2,120-15%$3.0M$2.5M-$483.8K2026-10-26
Alpha Zero LLC
DECREASED11,69312,187-494-4%$2.7M$2.5M-$140.7K2026-11-06
TME Financial, Inc.
INCREASED11,56511,364+201+2%$2.5M$2.5M+$22.4K2026-10-14
Nikulski Financial, Inc.
DECREASED11,55312,642-1,089-9%$2.8M$2.5M-$258.7K2026-11-06
Lynx Investment Advisory
DECREASED11,55211,988-436-4%$2.6M$2.5M-$116.3K2026-10-27
Evergreen Wealth Management, LLC
DECREASED11,53911,568-290%$2.5M$2.5M-$27.8K2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED11,5129,634+1,878+19%$2.1M$2.5M+$387.8K2026-10-26
Larson Financial Group LLC
INCREASED11,50811,207+301+3%$2.4M$2.5M+$44.3K2026-11-05
Evermay Wealth Management LLC
DECREASED11,48311,536-530%$2.5M$2.5M-$32.8K2026-11-05
55 North Private Wealth, LLC
INCREASED11,44510,654+791+7%$2.3M$2.5M+$151.2K2026-10-20
One Day In July LLC
INCREASED11,44511,380+65+1%$2.5M$2.5M-$7.0K2026-10-30
Marotta Asset Management
DECREASED11,35911,947-588-5%$2.6M$2.5M-$142.6K2026-10-02
NBT Bank, N.A.
DECREASED11,34115,855-4,514-28%$3.5M$2.5M-$1.0M2026-10-21
McClarren Financial Advisors, Inc.
INCREASED11,20810,997+211+2%$2.4M$2.4M+$25.2K2026-10-15
Balefire, LLC
DECREASED11,18112,377-1,196-10%$2.7M$2.4M-$281.4K2026-10-09
Riverchase Wealth Management, LLC
UNCHANGED11,18011,18000%$2.4M$2.4M-$20.7K2026-10-28
Gradient Capital Advisors, LLC
DECREASED11,17811,486-308-3%$2.5M$2.4M-$87.9K2026-10-21
Verum Partners LLC
INCREASED11,16910,569+600+6%$2.3M$2.4M+$110.1K2026-10-21
Cooke Wealth Management, LLC
INCREASED11,15110,600+551+5%$2.3M$2.4M+$99.5K2026-10-13
Blvd Private Wealth, LLC
INCREASED11,1499,005+2,144+24%$2.0M$2.4M+$446.7K2026-10-14
Integrated Wealth Management
INCREASED11,14410,691+453+4%$2.3M$2.4M+$78.2K2026-10-19
Intelligence Driven Advisers, LLC
DECREASED11,13311,268-135-1%$2.5M$2.4M-$50.0K2026-10-09
Nixon Peabody Trust Co
INCREASED11,11410,893+221+2%$2.4M$2.4M+$27.6K2026-10-23
Trust Co of Vermont
DECREASED11,09911,989-890-7%$2.6M$2.4M-$214.5K2026-10-21
RCW Management, LLC
DECREASED10,96511,101-136-1%$2.4M$2.4M-$49.9K2026-10-30
TritonPoint Partners, LLC
DECREASED10,87713,214-2,337-18%$2.9M$2.4M-$529.4K2026-11-05
Squire Investment Management Company, LLC
DECREASED10,87212,674-1,802-14%$2.8M$2.3M-$412.8K2026-11-03
Fulton Bank, N.A.
INCREASED10,8473,353+7,494+224%$730.7K$2.3M+$1.6M2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED10,77111,080-309-3%$2.4M$2.3M-$87.2K2026-10-19
MilWealth Group LLC
DECREASED10,70511,063-358-3%$2.4M$2.3M-$97.8K2026-11-02
Graetz Wealth LLC
INCREASED10,6748,007+2,667+33%$1.7M$2.3M+$561.5K2026-10-27
Daymark Wealth Partners, LLC
DECREASED10,66510,705-400%$2.3M$2.3M-$28.5K2026-11-04
Quadrant Capital Group LLC
DECREASED10,56711,238-671-6%$2.4M$2.3M-$117.4K2026-10-20
Arbor Investment Advisors, LLC
DECREASED10,47412,892-2,418-19%$2.8M$2.3M-$546.4K2026-10-26
Patriot Investment Management Group, Inc.
INCREASED10,27710,273+4+0%$2.2M$2.2M-$18.2K2026-10-15
Kestra Investment Management, LLC
DECREASED10,24514,581-4,336-30%$3.2M$2.2M-$963.7K2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED10,24511,238-993-9%$2.4M$2.2M-$235.4K2026-10-16
Blodgett Wealth Advisors, LLC
INCREASED10,23310,228+5+0%$2.2M$2.2M-$17.9K2026-10-23
Rossby Financial, LCC
DECREASED10,20212,397-2,195-18%$2.7M$2.2M-$449.1K2026-11-05
Cdkv Holdings LLC
INCREASED10,1839,692+491+5%$2.1M$2.2M+$88.1K2026-10-28
Calamos Wealth Management LLC
INCREASED10,1689,674+494+5%$2.1M$2.2M+$88.8K2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED10,1534,515+5,638+125%$983.9K$2.2M+$1.2M2026-10-08
Sagace Wealth Management LLC
DECREASED10,10710,206-99-1%$2.2M$2.2M-$40.3K2026-10-28
Tritonpoint Wealth, LLC
INCREASED10,0589,914+144+1%$2.2M$2.2M+$12.9K2026-10-19
Wise Wealth Partners
DECREASED10,04413,533-3,489-26%$2.9M$2.2M-$778.9K2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED9,9799,610+369+4%$2.1M$2.2M+$62.1K2026-10-29
Procyon Advisors, LLC
INCREASED9,9597,924+2,035+26%$1.7M$2.2M+$425.1K2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED9,9499,835+114+1%$2.1M$2.1M+$6.5K2026-11-02
Guardsman Private Capital Management, Inc.
DECREASED9,93310,088-155-2%$2.2M$2.1M-$52.2K2026-10-19
Bison Wealth, LLC
DECREASED9,91510,664-749-7%$2.3M$2.2M-$144.7K2026-10-13
Montecito Bank & Trust
INCREASED9,9119,811+100+1%$2.1M$2.1M+$3.5K2026-10-01
Allied Investment Advisors, LLC
INCREASED9,9038,449+1,454+17%$1.8M$2.1M+$298.5K2026-10-13
Washington Trust Co
INCREASED9,9019,870+31+0%$2.2M$2.1M-$11.6K2026-10-22
Apeiron RIA LLC
INCREASED9,8812,311+7,570+328%$366.8K$2.1M+$1.8M2026-10-08
Avestar Capital, LLC
DECREASED9,80344,530-34,727-78%$9.7M$2.1M-$7.6M2026-10-28
Diversified Management Inc
INCREASED9,7739,740+33+0%$2.1M$2.1M-$11.0K2026-10-08
Covenant Asset Management, LLC
DECREASED9,76010,554-794-8%$2.3M$2.1M-$191.0K2026-10-14
Triad Wealth Partners, LLC
INCREASED9,7284,842+4,886+101%$1.1M$2.1M+$1.0M2026-10-26
SBI Securities Co., Ltd.
INCREASED9,6059,381+224+2%$2.0M$2.1M+$31.0K2026-10-22
Legacy Advisors, LLC
DECREASED9,60110,599-998-9%$2.3M$2.1M-$235.3K2026-10-19
Advisory Solutions Group, LLC
DECREASED9,59324,433-14,840-61%$5.3M$2.1M-$3.3M2026-10-14
Institute for Wealth Management, Llc.
INCREASED9,5849,553+31+0%$2.1M$2.1M-$10.8K2026-11-06
Canvas Wealth Advisors, LLC
INCREASED9,5769,207+369+4%$2.0M$2.2M+$185.3K2026-11-02
Cookson Peirce & Co Inc
DECREASED9,54010,445-905-9%$2.3M$2.1M-$214.9K2026-10-30
Tillman Hartley LLC
DECREASED9,5239,530-70%$2.1M$2.1M-$19.1K2026-11-06
RCS Financial Planning, LLC
DECREASED9,47312,711-3,238-25%$2.8M$2.0M-$723.2K2026-10-14
Key FInancial Inc
UNCHANGED9,4409,44000%$2.1M$2.0M-$17.5K2026-11-02
Integrated Advisors Network LLC
DECREASED9,4219,531-110-1%$2.1M$2.0M-$41.4K2026-10-20
Soltis Investment Advisors LLC
INCREASED9,4097,239+2,170+30%$1.6M$2.0M+$455.6K2026-10-28
Rockwood Wealth Management, LLC
INCREASED9,3708,525+845+10%$1.9M$2.0M+$166.8K2026-10-27
KG Capital Management
INCREASED9,2947,457+1,837+25%$1.6M$2.0M+$383.1K2026-10-15
Stonehearth Capital Management, LLC
INCREASED9,2259,076+149+2%$2.0M$2.0M+$15.4K2026-10-13
AMG National Trust Bank
INCREASED9,1987,827+1,371+18%$1.7M$2.0M+$281.8K2026-11-05
Retirement Guys Formula LLC
INCREASED9,1219,099+22+0%$2.0M$1.9M-$124.7K2026-10-26
International Assets Investment Management, LLC
DECREASED9,1119,446-335-4%$2.1M$2.0M-$79.1K2026-11-02
Level Wealth Management LLC
UNCHANGED9,1109,11000%$2.0M$2.0M-$16.9K2026-10-23
Badgley Phelps Wealth Managers, LLC
INCREASED9,0758,469+606+7%$1.8M$2.0M+$115.2K2026-10-22
Victory Financial Group, LLC
INCREASED9,0698,572+497+6%$1.9M$2.0M+$91.7K2026-10-27
John W. Brooker & Co., CPAs
INCREASED9,0618,670+391+5%$1.9M$2.0M+$68.5K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED9,0609,040+20+0%$2.0M$2.0M-$12.4K2026-10-16
Salus Financial Advisors, LLC
DECREASED9,0319,061-300%$2.0M$2.0M-$23.2K2026-10-20
Curated Wealth Partners LLC
INCREASED9,0048,516+488+6%$1.9M$1.9M+$89.7K2026-10-15
Investmark Advisory Group LLC
INCREASED8,9784,218+4,760+113%$919.2K$1.9M+$1.0M2026-10-27
rebel Financial LLC
DECREASED8,94910,086-1,137-11%$2.2M$1.9M-$264.4K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED8,9318,680+251+3%$1.9M$1.9M+$38.1K2026-10-29
Guardian Asset Advisors, LLC
INCREASED8,9148,652+262+3%$1.9M$1.9M+$41.4K2026-10-16
Deutsche Bank Ag\
UNCHANGED8,9108,91000%$1.9M$1.9M-$16.5K2026-11-06
Iowa State Bank
UNCHANGED8,8918,89100%$1.9M$1.9M-$16.4K2026-10-06
Flywheel Private Wealth LLC
INCREASED8,8718,865+6+0%$1.9M$1.9M-$15.2K2026-11-02
Keystone Wealth Services, LLC
INCREASED8,8238,216+607+7%$1.8M$1.9M+$131.9K2026-11-03
WP Advisors, LLC
INCREASED8,8107,078+1,732+24%$1.5M$1.9M+$361.2K2026-10-22
Arbor Wealth Management Llc\az
INCREASED8,7488,745+3+0%$1.9M$1.9M-$15.6K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED8,7458,064+681+8%$1.8M$1.9M+$132.2K2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED8,7018,711-100%$1.9M$1.9M-$18.3K2026-11-05
Seek First Inc.
DECREASED8,6858,720-350%$1.9M$1.9M-$23.7K2026-10-27
Zinnia Wealth Advisory, LLC
DECREASED8,66012,092-3,432-28%$2.6M$1.9M-$763.9K2026-11-06
Amplius Wealth Advisors, LLC
INCREASED8,6277,487+1,140+15%$1.6M$1.9M+$232.6K2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED8,6268,726-100-1%$1.9M$1.9M-$15.9K2026-10-23
Bay Capital Advisors, LLC
DECREASED8,5628,563-10%$1.9M$1.9M-$16.0K2026-10-16
Smith Partners Wealth Management, LLC
DECREASED8,55511,989-3,434-29%$2.6M$1.8M-$764.2K2026-11-05
Englebert Financial Advisers, LLC
INCREASED8,5198,324+195+2%$1.8M$1.8M+$26.7K2026-10-20
Wolff Financial Management LLC
INCREASED8,5148,387+127+2%$1.8M$1.8M+$11.9K2026-10-23
Latitude Advisors, LLC
INCREASED8,4325,466+2,966+54%$1.2M$1.8M+$630.8K2026-10-27
Asset One Wealth Management LLC
DECREASED8,3618,384-230%$1.8M$1.8M-$16.8K2026-11-02
Roffman Miller Associates Inc
DECREASED8,2438,918-675-8%$1.9M$1.8M-$162.4K2026-10-19
Astra Wealth Partners LLC
DECREASED8,2428,429-187-2%$1.8M$1.8M-$56.0K2026-11-06
Columbus Macro, LLC
INCREASED8,2058,167+38+0%$1.8M$1.8M-$6.9K2026-10-14
Sfam, LLC
DECREASED8,1999,220-1,021-11%$2.0M$1.8M-$237.8K2026-11-03
Summit Financial Strategies, Inc.
DECREASED8,1348,148-140%$1.8M$1.8M-$18.1K2026-10-14
New England Private Wealth Advisors LLC
INCREASED8,1068,092+14+0%$1.8M$1.8M-$36.8K2026-10-19
Maseco LLP
INCREASED8,0828,058+24+0%$1.8M$1.7M-$9.8K2026-10-27
RS Crum Inc.
UNCHANGED8,0258,02500%$1.7M$1.7M-$14.8K2026-10-19
Evolution Wealth Advisors, LLC
INCREASED8,0137,980+33+0%$1.7M$1.7M-$7.6K2026-11-03
True Private Wealth Advisors
UNCHANGED7,9987,99800%$1.7M$1.7M-$14.6K2026-10-19
Compass Financial Management LLC
DECREASED7,9698,179-210-3%$1.8M$1.7M-$91.2K2026-10-30
Financial Perspectives, Inc
INCREASED7,9387,758+180+2%$1.7M$1.7M+$24.5K2026-11-03
Helium Advisors LLC
INCREASED7,9217,885+36+0%$1.7M$1.7M-$6.6K2026-10-23
Destiny Wealth Partners, LLC
INCREASED7,8961,021+6,875+673%$224.6K$1.8M+$1.6M2026-11-05
Clear Creek Financial Management, LLC
DECREASED7,89278,791-70,899-90%$17.2M$1.7M-$15.5M2026-10-28
Caldwell Trust Co
DECREASED7,8638,362-499-6%$1.8M$1.7M-$123.3K2026-10-30
BOS Asset Management, LLC
DECREASED7,85410,410-2,556-25%$2.3M$1.7M-$571.6K2026-10-09
Wesbanco Bank Inc
DECREASED7,8448,334-490-6%$1.8M$1.7M-$121.3K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED7,8337,468+365+5%$1.6M$1.7M+$78.6K2026-10-19
Geneva Partners, LLC
DECREASED7,8267,851-250%$1.7M$1.7M-$19.8K2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED7,7818,238-457-6%$1.8M$1.7M-$113.9K2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED7,7627,76200%$1.7M$1.7M-$14.4K2026-10-29
Tennessee Valley Asset Management Partners
DECREASED7,7238,001-278-3%$1.7M$1.7M-$74.8K2026-11-03
Michels Family Financial, LLC
DECREASED7,7208,131-411-5%$1.8M$1.7M-$103.8K2026-11-02
RDA Financial Network
DECREASED7,7057,717-120%$1.7M$1.7M-$16.8K2026-10-15
Index Fund Advisors, Inc.
DECREASED7,7027,708-60%$1.7M$1.7M-$15.6K2026-11-05
Fiduciary Alliance LLC
DECREASED7,6758,272-597-7%$1.8M$1.7M-$144.2K2026-10-13
Capital Management Associates, Inc
DECREASED7,6287,654-260%$1.7M$1.6M-$19.8K2026-10-20
Chatham Capital Group, Inc.
UNCHANGED7,5637,56300%$1.6M$1.6M-$14.0K2026-10-16
Community Trust & Investment Co
UNCHANGED7,5307,53000%$1.6M$1.6M-$13.9K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED7,4977,525-280%$1.6M$1.6M-$20.1K2026-11-02
MTM Investment Management, LLC
INCREASED7,4907,443+47+1%$1.6M$1.6M-$3.7K2026-10-30
Sageworth Trust Co of South Dakota
DECREASED7,4138,671-1,258-15%$1.9M$1.6M-$287.9K2026-10-30
Charis Legacy Partners, LLC
INCREASED7,3837,320+63+1%$1.6M$1.6M+$72026-10-22
Carl P. Sherr & Co., LLC
INCREASED7,3787,070+308+4%$1.5M$1.6M+$53.5K2026-11-06
Mraz, Amerine & Associates, Inc.
INCREASED7,3285,716+1,612+28%$1.2M$1.6M+$337.8K2026-10-30
May Hill Capital, LLC
INCREASED7,3257,321+4+0%$1.6M$1.6M-$12.7K2026-11-03
Net Worth Advisory Group
INCREASED7,3236,871+452+7%$1.5M$1.6M+$89.4K2026-10-20
Obermeyer Wealth Partners
DECREASED7,3117,369-58-1%$1.6M$1.6M-$26.2K2026-10-21
Archer Investment Management, LLC
DECREASED7,2818,506-1,225-14%$1.9M$1.6M-$280.4K2026-10-13
Baring Financial LLC
INCREASED7,2757,181+94+1%$1.6M$1.6M+$7.0K2026-10-07
Freedom Financial Partners LLC
INCREASED7,2717,256+15+0%$1.6M$1.6M-$10.1K2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED7,2707,189+81+1%$1.6M$1.6M+$4.2K2026-10-07
Cohen Investment Advisors LLC
DECREASED7,2657,297-320%$1.6M$1.6M-$20.4K2026-10-20
Forum Financial Management, LP
INCREASED7,1275,909+1,218+21%$1.3M$1.5M+$252.2K2026-10-16
LMG Wealth Partners, LLC
INCREASED7,1223,831+3,291+86%$834.9K$1.5M+$704.0K2026-11-05
Capital Asset Advisory Services LLC
DECREASED7,0889,459-2,371-25%$2.1M$1.6M-$455.6K2026-10-30
CRA Financial Services, LLC
INCREASED7,0776,939+138+2%$1.5M$1.5M+$17.0K2026-10-16
Journey Advisory Group, LLC
UNCHANGED7,0557,05500%$1.5M$1.5M-$13.1K2026-11-04
Fairscale Capital, LLC
UNCHANGED7,0507,05000%$1.5M$1.6M+$71.1K2026-11-04
Richmond Investment Services, LLC
INCREASED7,0185,125+1,893+37%$1.1M$1.5M+$399.6K2026-10-29
Sima Wealth Partners, LLC
UNCHANGED7,0167,01600%$1.5M$1.5M-$13.0K2026-10-19
Clearwave Capital, LLC
INCREASED7,0046,981+23+0%$1.5M$1.5M-$8.0K2026-10-27
Baker Boyer National Bank
DECREASED6,9877,418-431-6%$1.6M$1.5M-$106.9K2026-11-05
Essex LLC
DECREASED6,9816,993-120%$1.5M$1.5M-$15.5K2026-10-14
True Link Financial Advisors, LLC
DECREASED6,9697,016-47-1%$1.5M$1.5M-$23.1K2026-10-27
Finward Bancorp
DECREASED6,9467,291-345-5%$1.6M$1.5M-$88.0K2026-10-14
Summit Investment Advisory Services, LLC
INCREASED6,9276,921+6+0%$1.5M$1.5M-$11.5K2026-11-03
Midwest Financial Group LLC
INCREASED6,8986,895+3+0%$1.5M$1.5M-$11.9K2026-10-15
Fairman Group, LLC
INCREASED6,8756,859+16+0%$1.5M$1.5M-$9.1K2026-10-26
Wealthcare Capital Partners, LLC
INCREASED6,8696,847+22+0%$1.5M$1.5M-$7.9K2026-10-21
Clarity Retirement & Wealth, LLC
DECREASED6,8576,938-81-1%$1.5M$1.5M-$30.3K2026-11-04
Hudock, Inc.
INCREASED6,8165,898+918+16%$1.3M$1.5M+$187.5K2026-10-14
Ted Buchan & Co
DECREASED6,8126,984-172-2%$1.5M$1.5M-$49.9K2026-10-23
Burns J W & Co Inc
UNCHANGED6,8016,80100%$1.5M$1.5M-$12.6K2026-10-20
J. Safra Sarasin Holding AG
DECREASED6,7789,991-3,213-32%$2.1M$1.4M-$701.1K2026-10-26
Aprio Wealth Management, LLC
INCREASED6,7064,817+1,889+39%$1.0M$1.4M+$399.3K2026-10-28
Norden Group LLC
UNCHANGED6,6826,68200%$1.5M$1.4M-$12.4K2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED6,6616,66100%$1.5M$1.4M-$12.3K2026-10-21
Gladwyn Financial Advisors, Inc.
INCREASED6,6116,600+11+0%$1.4M$1.4M-$9.8K2026-10-05
Silver Grove Financial Group, Inc.
INCREASED6,5455,770+775+13%$1.3M$1.4M+$156.7K2026-11-05
Platform Technology Partners
INCREASED6,5416,538+3+0%$1.4M$1.4M-$11.6K2026-11-02
InvesTrust
INCREASED6,5396,057+482+8%$1.3M$1.4M+$92.9K2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED6,5296,480+49+1%$1.4M$1.4M-$1.6K2026-11-04
Wisconsin Wealth Advisors, LLC
INCREASED6,5242,366+4,158+176%$515.5K$1.4M+$894.1K2026-10-08
GuidedMoney, LLC
UNCHANGED6,5116,51100%$1.4M$1.4M-$12.0K2026-10-29
Precedent Wealth Partners, LLC
INCREASED6,5025,232+1,270+24%$1.1M$1.4M+$264.9K2026-10-21
Gibbs Wealth Management
INCREASED6,4816,380+101+2%$1.4M$1.4M+$9.9K2026-10-22
Briggs Wealth Management, Inc
INCREASED6,4284,874+1,554+32%$1.1M$1.4M+$326.8K2026-10-26
Pecaut & Co.
DECREASED6,4166,454-38-1%$1.4M$1.4M-$20.2K2026-10-27
Aspen Wealth Management LLC
INCREASED6,3956,368+27+0%$1.4M$1.4M-$5.8K2026-10-14
Advisor OS, LLC
DECREASED6,3907,932-1,542-19%$1.7M$1.4M-$347.7K2026-11-03
Colorado Capital Management, Inc.
INCREASED6,3664,494+1,872+42%$979$1.4K+$3972026-10-15
Sentinel Pension Advisors, LLC
INCREASED6,3043,941+2,363+60%$858.7K$1.4M+$503.4K2026-11-02
Howland Capital Management LLC
INCREASED6,2964,692+1,604+34%$1.0M$1.4M+$337.9K2026-10-22
Salem Investment Counselors Inc
INCREASED6,2693,446+2,823+82%$750.9K$1.4M+$603.6K2026-10-13
Global Financial Private Client, LLC
DECREASED6,2626,628-366-6%$1.4M$1.4M-$91.3K2026-10-15
Selective Wealth Management, Inc.
DECREASED6,2546,331-77-1%$1.4M$1.4M+$14.7K2026-10-16
Murphy Pohlad Asset Management LLC
INCREASED6,2465,781+465+8%$1.3M$1.3M+$89.8K2026-10-22
Smith Asset Management Co., LLC
INCREASED6,2295,071+1,158+23%$1.1M$1.3M+$241.0K2026-10-16
Woodside Wealth Management LLC
INCREASED6,2196,203+16+0%$1.4M$1.3M-$8.0K2026-10-16
Entrewealth, LLC
INCREASED6,2056,202+3+0%$1.4M$1.3M-$44.8K2026-10-14
Gerber, LLC
INCREASED6,2036,200+3+0%$1.4M$1.3M-$10.8K2026-10-21
Good Harbor Advisors, Inc.
INCREASED6,1945,993+201+3%$1.3M$1.3M+$32.2K2026-10-20
Ballast Rock Private Wealth LLC
DECREASED6,1606,195-35-1%$1.4M$1.3M-$19.0K2026-10-26
Wealth Management Partners, LLC
DECREASED6,1556,290-135-2%$1.4M$1.3M-$40.8K2026-10-21
Brown, Lisle Ings, Inc.
INCREASED6,1515,726+425+7%$1.2M$1.3M+$81.2K2026-10-16
Vaughan David Investments LLC
INCREASED6,1086,102+6+0%$1.3M$1.3K-$1.3M2026-11-05
Abound Wealth Management
INCREASED6,0984,592+1,506+33%$1.0M$1.3M+$316.9K2026-10-26
Downshift Financial, LLC
UNCHANGED6,0536,05300%$1.3M$1.3M-$11.2K2026-10-13
Johnson Financial Group, LLC
UNCHANGED6,0326,03200%$1.3M$1.3M-$11.2K2026-11-03
TFC Financial Management, Inc.
INCREASED5,9915,984+7+0%$1.3M$1.3M-$9.6K2026-10-26
Bedel Financial Consulting, Inc.
INCREASED5,9575,734+223+4%$1.2M$1.3M+$37.7K2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED5,9435,889+54+1%$1.3M$1.3M+$7282026-11-04
Hoxton Planning & Management, LLC
DECREASED5,9146,445-531-8%$1.4M$1.3M-$126.6K2026-10-15
Dara Capital US, Inc.
UNCHANGED5,9055,90500%$1.3M$1.3M-$10.9K2026-10-29
Rede Wealth, LLC
DECREASED5,8146,349-535-8%$1.4M$1.3M-$127.4K2026-10-22
Eastern Bank
INCREASED5,8093,041+2,768+91%$662.7K$1.3M+$592.5K2026-10-05
LaFleur & Godfrey LLC
INCREASED5,7975,487+310+6%$1.2M$1.3M+$56.9K2026-10-27
Breakwater Investment Management
DECREASED5,7926,198-406-7%$1.4M$1.3M-$99.4K2026-10-20
Planning Strategies Inc.
INCREASED5,7693,013+2,756+91%$656.6K$1.2M+$589.9K2026-10-02
Approach Retirement Advisors, LLC
INCREASED5,7655,750+15+0%$1.3M$1.2M-$7.4K2026-10-22
Ehrlich Financial Group
DECREASED5,7585,773-150%$1.3M$1.2M-$13.9K2026-10-20
FAI Advisors, Inc.
INCREASED5,7375,433+304+6%$1.2M$1.2M+$55.6K2026-10-27
Encompass Wealth Advisors, LLC
INCREASED5,7202,860+2,860+100%$623.3K$1.2M+$612.7K2026-10-15
TrustBank
INCREASED5,7145,404+310+6%$1.2M$1.2M+$57.0K2026-10-20
Keener Financial Planning LLC
DECREASED5,7085,901-193-3%$1.3M$1.2M-$52.6K2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED5,6776,035-358-6%$1.3M$1.2M-$88.6K2026-10-19
Independent Wealth Advisors LLC
DECREASED5,6405,747-107-2%$1.3M$1.2M-$33.8K2026-10-27
Purkiss Capital Advisors LLC
DECREASED5,6375,916-279-5%$1.3M$1.2M-$71.2K2026-11-06
Ballast Financial Advisors LLC
INCREASED5,6255,409+216+4%$1.2M$1.2M+$36.7K2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED5,6245,62400%$1.2M$1.2M-$7.3K2026-10-09
Bull Oak Capital, LLC
UNCHANGED5,6065,60600%$1.2M$1.2M-$10.4K2026-10-23
BigSur Wealth Management LLC
UNCHANGED5,6005,60000%$1.2M$1.2M-$10.4K2026-10-13
Cedar Mountain Advisors, LLC
DECREASED5,5725,600-280%$1.2M$1.2M-$16.4K2026-10-15
Texas Bank & Trust Co
DECREASED5,5685,618-50-1%$1.2M$1.2M-$21.2K2026-11-04
Cornerstone Enterprises, LLC
NEW5,556—+5,556——$1.2M—2026-10-15
LAM Group, Inc.
DECREASED5,5495,599-50-1%$1.2M$1.2M-$21.2K2026-10-26
First National Trust Co
INCREASED5,5175,317+200+4%$1.2M$1.2M+$33.4K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,4865,601-115-2%$1.2M$1.2M-$35.3K2026-10-23
Ariston Services Group
DECREASED5,4385,460-220%$1.2M$1.2M-$14.9K2026-10-16
Lotus Asset Management LLC
INCREASED5,4245,404+20+0%$1.2M$1.2M-$5.9K2026-10-14
Cannon Financial Strategists, Inc.
DECREASED5,4175,631-214-4%$1.2M$1.2M-$56.8K2026-10-19
TD Waterhouse Canada Inc.
INCREASED5,4175,237+180+3%$1.1M$1.2M+$36.5K2026-10-16
Western Reserve Capital Management, LLC
DECREASED5,4125,440-28-1%$1.2M$1.2M-$16.1K2026-10-14
Creekside Partners
INCREASED5,3865,381+5+0%$1.2M$1.2M-$8.8K2026-11-04
Roman Butler Fullerton & Co
DECREASED5,3845,415-31-1%$1.2M$1.2M+$8.6K2026-10-27
Mission Financial Group, LLC
DECREASED5,3835,659-276-5%$1.2M$1.2M-$70.2K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,3684,856+512+11%$1.1M$1.2M+$101.6K2026-10-16
Nestegg Advisors, Inc.
INCREASED5,3632,733+2,630+96%$595.7K$1.2M+$563.0K2026-10-21
Peoples Bank
INCREASED5,3433,947+1,396+35%$860.2K$1.2M+$294.3K2026-10-26
Accredited Investor Services, LLC
INCREASED5,3314,023+1,308+33%$876.7K$1.2M+$275.2K2026-10-22
Armbruster Capital Management, Inc.
DECREASED5,3205,387-67-1%$1.2M$1.1M-$24.4K2026-10-19
Welch Group, LLC
INCREASED5,2991,948+3,351+172%$424.5K$1.1M+$720.5K2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED5,2925,215+77+1%$1.1M$1.1M+$7.1K2026-10-16
626 Financial, LLC
UNCHANGED5,2875,28700%$1.2M$1.1M-$9.8K2026-11-04
Baker Ellis Asset Management LLC
INCREASED5,2304,140+1,090+26%$902.2K$1.1M+$227.9K2026-10-14
PKS Advisory Services, LLC
UNCHANGED5,2295,22900%$1.1M$1.1M$02026-10-26
Detalus Advisors, LLC
INCREASED5,2134,704+509+11%$1.0M$1.1M+$101.3K2026-10-15
Intrua Financial, LLC
INCREASED5,1965,170+26+1%$1.1M$1.1M-$3.8K2026-10-28
FC Advisory LLC
INCREASED5,1505,112+38+1%$1.1M$1.1M-$1.3K2026-10-05
Syntegra Private Wealth Group, LLC
DECREASED5,1375,179-42-1%$1.1M$1.1M-$18.7K2026-10-13
Brown Miller Wealth Management, LLC
UNCHANGED5,1225,12200%$1.1M$1.1M-$9.5K2026-11-02
Aurelius Family Office LLC
DECREASED5,1085,109-10%$1.1M$1.1M-$9.8K2026-10-23
TFB Advisors LLC
DECREASED5,1045,198-94-2%$1.1M$1.1M-$29.9K2026-11-02
Peak Financial Management, Inc.
INCREASED5,0965,070+26+1%$1.1M$1.1M-$3.9K2026-10-16
Portland Financial Advisors Inc
INCREASED5,0673,909+1,158+30%$851.9K$1.1M+$243.0K2026-10-26
Elmwood Wealth Management, Inc.
INCREASED5,0673,940+1,127+29%$858.6K$1.1M+$236.3K2026-10-14
TrustWell Financial Advisors, LLC
UNCHANGED5,0675,06700%$1.1M$1.1M-$9.4K2026-10-15
Anchyra Partners LLC
UNCHANGED5,0625,06200%$1.1M$1.1M-$9.4K2026-10-13
Cullen T Bankers, Inc.
DECREASED5,0456,316-1,271-20%$1.4M$1.1M-$286.3K2026-10-28
Gould Asset Management LLC
DECREASED5,0295,353-324-6%$1.2M$1.1M-$80.0K2026-11-06
Heritage Investment Group, Inc.
INCREASED5,0024,999+3+0%$1.1M$1.1M-$8.5K2026-11-03
Thompson Davis & Co., Inc.
DECREASED4,9955,050-55-1%$1.1M$1.1M-$21.2K2026-11-05
Heritage Wealth Management, Inc.
DECREASED4,9854,994-90%$1.1M$1.1M-$11.2K2026-10-27
James J. Burns & Company, LLC
INCREASED4,9744,969+5+0%$1.1M$1.1M-$8.2K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW4,971—+4,971——$1.1M—2026-10-16
Nilsine Partners, LLC
NEW4,970—+4,970——$1.1M—2026-11-02
Longview Financial Advisors, Inc.
DECREASED4,9605,158-198-4%$1.1M$1.1M-$52.2K2026-10-09
Plancorp, LLC
INCREASED4,9594,717+242+5%$1.0M$1.1M+$96.0K2026-11-03
Sound Income Strategies, LLC
INCREASED4,9444,833+111+2%$1.1M$1.1M+$32.7K2026-10-09
Corda Investment Management, Llc.
DECREASED4,9425,107-165-3%$1.1M$1.1M-$45.0K2026-10-22
Strategic Equity Management
DECREASED4,92661,205-56,279-92%$13.3M$1.1M-$12.3M2026-11-04
National Wealth Management Group, LLC
DECREASED4,9155,263-348-7%$1.1M$1.1M-$84.9K2026-10-26
CWC Advisors, Llc.
DECREASED4,9065,221-315-6%$1.1M$1.1M-$77.7K2026-10-15
Northland Securities, Inc.
INCREASED4,8834,641+242+5%$1.0M$1.1M+$43.7K2026-11-02
Smith Salley Wealth Management
INCREASED4,8694,633+236+5%$1.0M$1.1M+$42.4K2026-11-03
RF&L Wealth Management, LLC
UNCHANGED4,8634,86300%$1.1M$1.1M-$9.0K2026-10-20
Winebrenner Capital Management LLC
DECREASED4,8584,938-80-2%$1.1M$1.1M-$26.1K2026-10-07
Verity Asset Management, Inc.
INCREASED4,8374,489+348+8%$978.4K$1.0M+$67.1K2026-10-30
Fairvoy Private Wealth, LLC
INCREASED4,8031,974+2,829+143%$430.2K$1.0M+$607.6K2026-10-19
Harpswell Capital Advisors, LLC
INCREASED4,7754,425+350+8%$964.3K$1.0M+$67.4K2026-10-09
Independent Wealth Network Inc.
INCREASED4,7634,395+368+8%$957.8K$1.0M+$71.4K2026-10-19
Eagle Global Advisors LLC
INCREASED4,7384,593+145+3%$1.0M$1.0M+$22.8K2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED4,7154,71500%$1.0M$1.0M-$8.7K2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED4,6844,729-45-1%$1.0M$1.0M-$17.9K2026-11-06
tru Independence LLC
INCREASED4,6804,662+18+0%$1.0M$1.0M-$4.8K2026-10-20
Southland Equity Partners LLC
DECREASED4,6634,684-210%$1.0M$1.0M-$13.1K2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED4,6334,734-101-2%$1.0M$1.0M-$30.6K2026-10-05
Odyssey Capital Advisors, Inc.
DECREASED4,6244,716-92-2%$1.0M$999.0K-$28.6K2026-10-26
Innovative Wealth Building LLC
INCREASED4,6151,972+2,643+134%$429.7K$997.2K+$567.5K2026-10-14
Baron Wealth Management LLC
INCREASED4,5894,573+16+0%$996.6K$991.6K-$5.0K2026-10-27
Asset Management One Co., Ltd.
INCREASED4,5643,072+1,492+49%$669.5K$986.2K+$316.7K2026-10-27
Peak Wealth Management LLC
INCREASED4,561998+3,563+357%$217.5K$1.0M+$806.5K2026-10-26
Essex Bank
DECREASED4,5474,845-298-6%$1.1M$982.5K-$73.4K2026-10-16
Golden State Wealth Management, LLC
DECREASED4,5004,554-54-1%$992.5K$972.4K-$20.1K2026-11-02
Arsenal Capital Advisors LLC
INCREASED4,4914,490+1+0%$978.5K$970.4K-$8.1K2026-11-02
Curtis Advisory Group, LLC
DECREASED4,4804,523-43-1%$985.7K$968.0K-$17.7K2026-10-28
True North Advisors, LLC
INCREASED4,4701,588+2,882+181%$346.1K$965.9K+$619.8K2026-10-22
Valley Forge Investment Consultants Inc ADV
INCREASED4,4474,372+75+2%$952.8K$961.0K+$8.1K2026-11-03
OFC Financial Planning, LLC
DECREASED4,4394,552-113-2%$992.1K$959.2K-$32.8K2026-11-06
Carolina Wealth Management Inc
DECREASED4,4324,694-262-6%$1.0M$957.8K-$65.2K2026-10-29
Symphony Financial, Ltd. Co.
DECREASED4,4224,492-70-2%$979.5K$956.1K-$23.4K2026-10-22
Invested Advisors
INCREASED4,4132,549+1,864+73%$555.5K$953.6K+$398.1K2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED4,4114,380+31+1%$954.5K$953.0K-$1.5K2026-11-02
Uhlmann Price Securities, LLC
INCREASED4,4084,144+264+6%$903.3K$952.8K+$49.5K2026-11-03
Chapman Financial Group, LLC
UNCHANGED4,4014,40100%$959.2K$951.1K-$8.1K2026-10-26
Linscomb Wealth, Inc.
INCREASED4,3934,239+154+4%$923.8K$949.2K+$25.4K2026-11-05
Waterfront Wealth Inc.
DECREASED4,3914,611-220-5%$1.0M$984.8K-$25.8K2026-11-03
Outbound Financial Inc
UNCHANGED4,3814,38100%$954.8K$946.6K-$8.1K2026-10-13
O'Connor Financial Group LLC
DECREASED4,3584,670-312-7%$1.0M$941.7K-$76.0K2026-10-26
Westside Investment Management, Inc.
INCREASED4,3373,466+871+25%$755.4K$938.0K+$182.6K2026-11-02
Sutton Place Investors LLC
DECREASED4,3314,479-148-3%$976.1K$935.9K-$40.2K2026-10-20
MW Advisory, LLC
DECREASED4,33014,440-10,110-70%$3.1M$935.6K-$2.2M2026-10-19
Barry Investment Advisors, LLC
DECREASED4,3024,494-192-4%$979.5K$929.6K-$49.9K2026-10-14
Synergy Asset Management, LLC
INCREASED4,3012,438+1,863+76%$531.3K$929.4K+$398.0K2026-11-05
Ashford Advisors, LLC
UNCHANGED4,2934,29300%$935.6K$927.6K-$7.9K2026-11-02
SpringVest Wealth Management LLC
INCREASED4,2893,900+389+10%$849.9K$926.8K+$76.8K2026-10-27
WealthPlan Investment Management, LLC
INCREASED4,2894,233+56+1%$922.5K$926.8K+$4.3K2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED4,2823,098+1,184+38%$675.1K$925.3K+$250.1K2026-10-29
Guardian Capital, LLC
DECREASED4,2655,176-911-18%$1.1M$921.7K-$206.2K2026-11-06
Red Spruce Capital, LLC
INCREASED4,2553,956+299+8%$862.1K$919.4K+$57.3K2026-10-07
Williams Jones Wealth Management, Llc.
UNCHANGED4,2304,23000%$921.8K$914.0K-$7.8K2026-11-05
Signature Equity Partners, LLC
INCREASED4,2062,622+1,584+60%$571.4K$908.8K+$337.5K2026-10-29
SJS Investment Consulting Inc.
INCREASED4,2004,180+20+0%$910.9K$907.5K-$3.5K2026-10-26
Diligent Investors, LLC
UNCHANGED4,1984,19800%$914.9K$907.1K-$7.8K2026-10-21
Foundation Wealth Management, Llc\pa
DECREASED4,1754,318-143-3%$941.0K$902.1K-$38.9K2026-10-14
Lincoln Capital LLC
INCREASED4,1604,118+42+1%$897.5K$899.1K+$1.6K2026-10-09
Portfolio Resources Advisor Group, Inc.
DECREASED4,1057,070-2,965-42%$1.5M$887.0K-$653.8K2026-10-20
Peddock Capital Advisors, LLC
INCREASED4,1031,845+2,258+122%$402.0K$886.5K+$484.5K2026-10-16
AMG Asset Management Group, Inc.
DECREASED4,0934,724-631-13%$1.0M$884.4K-$145.1K2026-10-21
Keystone Financial Group, Inc.
INCREASED4,0924,083+9+0%$889.8K$884.2K-$5.6K2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED4,0812,001+2,080+104%$397.0K$883-$396.2K2026-11-04
Patten Group, Inc.
DECREASED4,0814,170-89-2%$908.7K$881.8K-$26.9K2026-10-26
Cypress Wealth Services, LLC
UNCHANGED4,0794,07900%$888.9K$893.3K+$4.4K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED4,0702,656+1,414+53%$578.8K$879.5K+$300.7K2026-10-28
Annex Advisory Services, LLC
INCREASED4,0643,670+394+11%$799.9K$878.1K+$78.1K2026-10-16
Mogy Joel R Investment Counsel Inc
UNCHANGED4,0404,04000%$880.4K$873.0K-$7.5K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED4,0293,827+202+5%$834.1K$870.6K+$36.6K2026-10-21
Penobscot Wealth Management
INCREASED4,0244,003+21+1%$872.5K$869.5K-$2.9K2026-10-21
Midwest Financial Network, LLC
INCREASED4,0192,889+1,130+39%$629.7K$868.4K+$238.7K2026-10-13
1900 Wealth Management LLC
INCREASED4,0063,919+87+2%$854.1K$865.6K+$11.5K2026-10-13
Code Waechter LLC
UNCHANGED4,0064,00600%$873.0K$865.6K-$7.4K2026-10-23
Cypress Financial Planning LLC
UNCHANGED4,0044,00400%$872.5K$865.2K-$7.3K2026-10-09
Triangle Securities Wealth Management
DECREASED4,0024,036-34-1%$879.5K$864.7K-$14.9K2026-10-14
Goldstein Advisors, LLC
INCREASED3,9822,612+1,370+52%$569.2K$860.4K+$291.2K2026-10-15
Highline Wealth Partners LLC
INCREASED3,9623,520+442+13%$767.0K$856.0K+$89.0K2026-10-19
Roxbury Financial LLC
INCREASED3,9583,903+55+1%$850.5K$855.2K+$4.7K2026-10-01
Ignite Planners, LLC
INCREASED3,9551,457+2,498+171%$317.4K$891.9K+$574.4K2026-10-14
Harbor Group, Inc.
INCREASED3,9533,934+19+0%$857.4K$854.1K-$3.3K2026-10-14
Buska Wealth Management, LLC
DECREASED3,9363,999-63-2%$871.5K$850.5K-$21.0K2026-10-08
WPG Advisers, LLC
DECREASED3,9353,975-40-1%$866.3K$850.3K-$16.0K2026-10-27
Impact Capital Partners LLC
UNCHANGED3,9333,93300%$857.1K$849.8K-$7.3K2026-10-22
Advocate Investing Services LLC
INCREASED3,9193,917+2+0%$853.7K$846.7K-$6.9K2026-10-26
Brian LOW Financial Group, LLC
DECREASED3,9163,921-50%$854.5K$846.3K-$8.1K2026-10-28
DWM Financial Group, Inc.
UNCHANGED3,9093,90900%$746.6K$844.7K+$98.1K2026-10-28
CGC Financial Services, LLC
UNCHANGED3,9093,90900%$851.9K$844.7K-$7.2K2026-10-13
JP Wealth Management, Inc.
UNCHANGED3,9003,90000%$849.9K$842.7K-$7.2K2026-10-07
Clear Retirement Advice LLC
DECREASED3,8443,848-40%$838.6K$830.6K-$8.0K2026-10-22
Holos Integrated Wealth LLC
UNCHANGED3,8433,84300%$843.8K$854.0K+$10.1K2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED3,8413,852-110%$839.5K$830.0K-$9.5K2026-10-19
Compass Capital Management, Inc
UNCHANGED3,8333,83300%$835.3K$828.2K-$7.1K2026-11-06
Tableaux LLC
DECREASED3,81419,170-15,356-80%$4.2M$824.2K-$3.4M2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED3,8132,925+888+30%$637.4K$823.9K+$186.5K2026-11-05
apricus wealth, LLC
DECREASED3,8123,912-100-3%$852.5K$823.7K-$28.8K2026-10-26
Dmkc Advisory Services, LLC
DECREASED3,81116,809-12,998-77%$3.7M$823.5K-$2.8M2026-11-04
E6 Portfolios, LLC
DECREASED3,7933,818-25-1%$832.1K$819.6K-$12.5K2026-10-26
Accurate Wealth Management, LLC
INCREASED3,7873,501+286+8%$767.5K$835.8K+$68.3K2026-10-20
Stonebridge Financial Planning Group, LLC
DECREASED3,7733,896-123-3%$849.1K$815.4K-$33.7K2026-11-06
Hamilton Point Investment Advisors, LLC
UNCHANGED3,7723,77200%$822.0K$815.1K-$7.0K2026-11-03
Kavar Capital Partners Group, LLC
UNCHANGED3,7713,77100%$821.7K$814.9K-$6.9K2026-11-06
Thayer Partners, LLC / MA
INCREASED3,7583,715+43+1%$809.5K$812.0K+$2.4K2026-11-06
Accelerate Investment Advisors LLC
INCREASED3,7463,539+207+6%$771.3K$809.3K+$38.1K2026-11-02
Trilogy Capital Inc.
DECREASED3,7413,906-165-4%$851.2K$808.4K-$42.9K2026-10-20
DecisionMap Wealth Management, LLC
INCREASED3,7283,701+27+1%$806.6K$805.5K-$1.0K2026-10-29
Trail Ridge Investment Advisors, LLC
DECREASED3,7163,720-40%$810.7K$803.0K-$7.7K2026-10-16
Life Planning Partners, Inc
INCREASED3,7143,713+1+0%$809.2K$802.4K-$6.8K2026-10-28
Jeter Robert S II
NEW3,707—+3,707——$817.9K—2026-10-16
MacKenzie Financial Corp
INCREASED3,7033,465+238+7%$755.1K$800.1K+$45.0K2026-11-02
Tranquility Partners, LLC
DECREASED3,6983,810-112-3%$830.3K$799.1K-$31.2K2026-10-20
Capital Investment Counsel, LLC
DECREASED3,6803,891-211-5%$848.0K$795.1K-$53.0K2026-10-14
Quadrant Private Wealth Management, LLC
NEW3,671—+3,671——$793.2K—2026-11-04
ARK & TLK Investments, LLC
INCREASED3,6593,609+50+1%$786.6K$790.7K+$4.1K2026-10-20
Veltria Advisors Corp.
UNCHANGED3,6283,62800%$790.7K$783.9K-$6.7K2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED3,6263,62600%$790.2K$783.5K-$6.7K2026-10-13
American National Bank & Trust
DECREASED3,6023,622-20-1%$789.3K$778.3K-$11.0K2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED3,6013,60100%$784.8K$778.1K-$6.7K2026-10-22
Carmel Capital Partners, LLC
INCREASED3,5961,598+1,998+125%$348.2K$777.0K+$428.8K2026-11-03
Legacy Private Trust Co.
DECREASED3,5813,908-327-8%$851.7K$773.8K-$77.9K2026-10-06
Wealth Dimensions Group, Ltd.
INCREASED3,5813,490+91+3%$760.5K$773.7K+$13.2K2026-11-02
Planned Solutions, Inc.
DECREASED3,5763,592-160%$782.8K$772.7K-$10.1K2026-10-19
Cardinal Point Capital Management ULC
DECREASED3,56412,584-9,020-72%$2.7M$770.1K-$2.0M2026-10-21
DB&C Advisors, LLC
UNCHANGED3,5593,55900%$775.7K$769.1K-$6.6K2026-10-26
180 Wealth Advisors, LLC
DECREASED3,5493,624-75-2%$789.7K$766.8K-$22.9K2026-11-03
KW Wealth Management LLC
NEW3,547—+3,547——$766.6K—2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED3,5453,504+41+1%$763.5K$766.0K+$2.5K2026-10-15
Austin Asset Management Co Inc
UNCHANGED3,5233,52300%$767.8K$761.3K-$6.5K2026-10-29
Elser Financial Planning, Inc
INCREASED3,5153,497+18+1%$762.1K$759.5K-$2.6K2026-10-16
BAM Wealth Management, LLC
INCREASED3,4941,673+1,821+109%$364.6K$755.0K+$390.4K2026-10-15
Rockingstone Advisors LLC
INCREASED3,4903,365+125+4%$733.3K$754.1K+$20.8K2026-10-16
Realta Investment Advisors
INCREASED3,4773,138+339+11%$683.9K$751.3K+$67.4K2026-10-14
Dynamic Financial Group
INCREASED3,4543,448+6+0%$751.5K$746.3K-$5.2K2026-10-28
Townsend Asset Management Corp
INCREASED3,4453,434+11+0%$748.4K$744.4K-$4.0K2026-10-29
Argentarii, LLC
INCREASED3,4373,409+28+1%$768.1K$742.6K-$25.5K2026-10-28
DB Fitzpatrick & Co, Inc
DECREASED3,4203,492-72-2%$761.0K$739.0K-$22.0K2026-10-19
Rhodes Investment Advisors Inc
INCREASED3,4151,715+1,700+99%$373.8K$737.9K+$364.2K2026-10-07
Pacific Sage Partners, LLC
DECREASED3,4123,414-20%$744.1K$737.3K-$6.7K2026-10-21
Tenon Financial LLC
DECREASED3,4114,795-1,384-29%$1.0M$737.1K-$307.9K2026-10-14
ASL Financial, LLC
INCREASED3,4072,889+518+18%$629.6K$736.2K+$106.6K2026-10-15
Arlington Financial Advisors, LLC
UNCHANGED3,3803,38000%$736.6K$730.4K-$6.3K2026-10-19
Cathy Pareto & Associates, Inc
INCREASED3,3793,371+8+0%$734.7K$730.3K-$4.3K2026-10-15
Baldwin Wealth Partners LLC
UNCHANGED3,3783,37800%$736.2K$729.9K-$6.3K2026-10-13
Redwood Financial Network Corp
DECREASED3,3733,568-195-5%$777.5K$728.8K-$48.7K2026-11-03
Bailard, Inc.
INCREASED3,3712,406+965+40%$524.3K$728.4K+$204.1K2026-10-13
Shira Ridge Wealth Management
DECREASED3,3703,406-36-1%$742.3K$728.2K-$14.1K2026-10-09
Advisory Advocates, LLC
INCREASED3,3613,074+287+9%$669.9K$726.2K+$56.3K2026-11-05
Blue Zone Wealth Advisors, LLC
INCREASED3,3482,817+531+19%$613.9K$723.4K+$109.5K2026-10-19
Rose Capital Advisors LLC
INCREASED3,3471,834+1,513+83%$399.7K$723.4K+$323.7K2026-11-04
Samalin Investment Counsel, LLC
INCREASED3,3443,309+35+1%$721.1K$722.5K+$1.4K2026-10-23
TrueWealth Advisors, LLC
DECREASED3,3423,355-130%$731.1K$722.1K-$9.0K2026-10-09
Revisor Wealth Management LLC
DECREASED3,3413,353-120%$730.6K$738.4K+$7.7K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED3,3382,728+610+22%$594.5K$721.3K+$126.8K2026-10-26
Busey Bank
INCREASED3,3372,711+626+23%$590.8K$721.1K+$130.2K2026-10-26
King Luther Capital Management Corp
INCREASED3,3323,318+14+0%$723.1K$720.0K-$3.1K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED3,3133,282+31+1%$715.2K$715.9K+$6272026-10-27
Arrow Investment Advisors, LLC
DECREASED3,3063,441-135-4%$749.9K$714.4K-$35.5K2026-11-02
Allen Capital Group, LLC
DECREASED3,2983,411-113-3%$743.4K$712.6K-$30.7K2026-10-27
Altiora Financial Group, LLC
UNCHANGED3,2983,29800%$718.8K$712.7K-$6.1K2026-11-04
Miller Financial Services LLC
DECREASED3,2933,342-49-1%$728.3K$711.6K-$16.7K2026-10-20
GSG Advisors LLC
INCREASED3,2923,277+15+0%$714.1K$711.3K-$2.8K2026-11-03
Certuity, LLC
INCREASED3,2852,634+651+25%$574.0K$709.9K+$135.9K2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED3,2793,168+111+4%$690.5K$708.5K+$18.0K2026-10-21
Insight Inv LLC
DECREASED3,2743,309-35-1%$721.1K$707.4K-$13.7K2026-10-27
DDD Partners, LLC
UNCHANGED3,2743,27400%$713.5K$707.5K-$6.1K2026-11-02
Hardworking Capital Advisors, LLC
NEW3,259—+3,259——$704.2K—2026-10-20
Sage Financial Management Group, Inc.
DECREASED3,2333,302-69-2%$719.6K$698.6K-$21.0K2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED3,2183,21800%$701.3K$695.3K-$6.0K2026-10-13
First Pacific Financial
DECREASED3,2113,322-111-3%$724.0K$693.9K-$30.1K2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED3,19939,733-36,534-92%$8.7M$691.4K-$8.0M2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED3,1982,981+217+7%$649.6K$691.0K+$41.4K2026-10-09
Genesis Private Wealth, LLC
INCREASED3,1952,844+351+12%$619.8K$690.4K+$70.6K2026-11-02
Windsor Capital Management, LLC
DECREASED3,1843,379-195-6%$736.4K$688.0K-$48.5K2026-10-13
HBW Advisory Services LLC
DECREASED3,1804,419-1,239-28%$963.0K$687.1K-$275.8K2026-10-15
Putney Financial Group LLC
DECREASED3,1673,262-95-3%$711.0K$684.4K-$26.5K2026-10-30
Old Second National Bank of Aurora
DECREASED3,1623,964-802-20%$863.9K$683.2K-$180.6K2026-10-22
Polaris Financial Partners
NEW3,158—+3,158——$687—2026-10-02
Blackston Financial Advisory Group, LLC
NEW3,152—+3,152——$681.0K—2026-11-04
Private Advisory Group LLC
DECREASED3,1263,156-30-1%$687.8K$675.5K-$12.3K2026-11-06
Peoples Financial Services Corp.
UNCHANGED3,1173,11700%$679.3K$673.5K-$5.8K2026-10-20
Stackstone Wealth, LLC
NEW3,113—+3,113——$672.7K—2026-10-19
River Street Advisors LLC
DECREASED3,1083,177-69-2%$692.4K$671.6K-$20.8K2026-10-22
Summit Global Investments
INCREASED3,1073,089+18+1%$673.0K$671-$672.3K2026-10-28
L. Roy Papp & Associates, LLP
INCREASED3,1062,552+554+22%$556.1K$671.1K+$115.0K2026-10-21
Echo45 Advisors LLC
NEW3,097—+3,097——$669.2K—2026-10-07
Milestone Asset Management, LLC
DECREASED3,0964,495-1,399-31%$979.6K$669.0K-$310.6K2026-10-15
Trust Point Inc.
UNCHANGED3,0593,05900%$666.6K$661.0K-$5.7K2026-10-27
First Community Trust NA
UNCHANGED3,0533,05300%$665.3K$659.7K-$5.6K2026-10-07
Able Financial Group, LLC
INCREASED3,0521,704+1,348+79%$371.4K$659.5K+$288.1K2026-10-14
Searle & Co.
INCREASED3,0502,432+618+25%$530.0K$659.0K+$129.0K2026-11-04
SilverOak Wealth Management LLC
INCREASED3,0492,994+55+2%$652.5K$658.8K+$6.3K2026-10-29
4Thought Financial Group Inc.
DECREASED3,0357,838-4,803-61%$1.7M$655.9K-$1.1M2026-11-02
Saxony Capital Management, LLC
INCREASED3,0262,892+134+5%$630.2K$653.9K+$23.7K2026-10-15
TruNorth Capital Management, LLC
INCREASED3,0112,940+71+2%$640.7K$650.6K+$9.9K2026-10-14
Landaas & Co
UNCHANGED3,0033,00300%$654.4K$648.9K-$5.6K2026-10-29
Alterna Wealth Management, Inc
INCREASED2,9922,123+869+41%$462.7K$646.5K+$183.8K2026-10-27
Oakworth Capital, Inc.
INCREASED2,9882,405+583+24%$523.3K$645.6K+$122.3K2026-10-26
Mirador Capital Partners LP
DECREASED2,9803,038-58-2%$662.0K$644.0K-$18.1K2026-10-09
Tsfg, LLC
DECREASED2,97927,299-24,320-89%$5.9M$644-$5.9M2026-10-23
Lakeshore Financial Planning, Inc.
NEW2,976—+2,976——$643.1K—2026-10-13
New Wave Wealth Advisors LLC
DECREASED2,9763,229-253-8%$703.7K$656.7K-$47.0K2026-10-19
Iron Financial LLC
DECREASED2,9713,428-457-13%$747.1K$642.0K-$105.1K2026-10-23
Brooklyn FI, LLC
INCREASED2,9632,451+512+21%$537.6K$684.4K+$146.8K2026-11-05
Tanager Wealth Management LLP
INCREASED2,9551,622+1,333+82%$353.5K$638.5K+$285.0K2026-10-19
CogentBlue Wealth Advisors, LLC
DECREASED2,9553,351-396-12%$730.2K$638.5K-$91.8K2026-10-09
Compass Financial Group, Inc. (Ohio)
DECREASED2,9484,487-1,539-34%$977.9K$636.9K-$341.0K2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED2,9442,94400%$641.6K$636.1K-$5.4K2026-10-20
FWG Investments, Llc.
INCREASED2,9422,931+11+0%$638.7K$635.7K-$3.0K2026-11-03
Corepath Wealth Partners LLC
DECREASED2,9413,173-232-7%$690.5K$641.6K-$48.8K2026-10-21
Mullooly Asset Management, Inc.
INCREASED2,9402,930+10+0%$638.1K$635.6K-$2.5K2026-10-30
KCM Investment Advisors LLC
INCREASED2,9392,139+800+37%$466.1K$635.0K+$168.9K2026-10-27
Waller Financial Planning Group, Inc
UNCHANGED2,9312,93100%$638.7K$633.2K-$5.4K2026-10-07
Moneywise, Inc.
DECREASED2,93031,604-28,674-91%$6.9M$633.2K-$6.3M2026-10-30
Archer Investment Corp
INCREASED2,9252,769+156+6%$603.5K$632.0K+$28.4K2026-11-05
Private Management Group Inc
DECREASED2,8994,337-1,438-33%$945.2K$626.4K-$318.7K2026-11-04
Sierra Ocean, LLC
DECREASED2,8962,920-24-1%$636.4K$625.8K-$10.6K2026-11-03
Cape Investment Advisory, Inc.
INCREASED2,8922,878+14+0%$627.3K$625.1K-$2.2K2026-10-13
Milestone Asset Management Group, LLC
DECREASED2,8833,160-277-9%$688.7K$623.1K-$65.7K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED2,8682,825+43+2%$615.7K$619.7K+$4.1K2026-11-03
Global Wealth Strategies & Associates
INCREASED2,8562,432+424+17%$530.1K$617.0K+$86.9K2026-10-02
Stockman Wealth Management, Inc.
INCREASED2,8442,490+354+14%$542.6K$614.5K+$71.9K2026-10-27
Traphagen Investment Advisors LLC
DECREASED2,8382,994-156-5%$652.5K$613.2K-$39.3K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED2,8352,744+91+3%$598.0K$612.6K+$14.6K2026-10-07
Pines Wealth Management, LLC
DECREASED2,8263,147-321-10%$685.8K$610.6K-$75.2K2026-10-21
JHP Wealth Management, LLC
INCREASED2,8162,802+14+1%$610.7K$608.4K-$2.4K2026-11-06
Essential Partners LLC
INCREASED2,8152,811+4+0%$612.5K$608.3K-$4.2K2026-10-14
Holland Advisory Services, Inc.
INCREASED2,8112,809+2+0%$612.2K$607.4K-$4.8K2026-10-26
Ballast, Inc.
UNCHANGED2,8112,81100%$612.6K$607.4K-$5.2K2026-10-20
Raleigh Capital Management Inc.
INCREASED2,8042,797+7+0%$609.6K$606.0K-$3.6K2026-10-28
World Equity Group, Inc.
DECREASED2,7886,420-3,632-57%$1.4M$602.6K-$796.6K2026-10-14
Patton Albertson Miller Group, LLC
INCREASED2,7692,732+37+1%$595.4K$598.3K+$2.9K2026-10-26
Colony Family Offices, LLC
DECREASED2,7612,936-175-6%$639.8K$596.6K-$43.2K2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED2,7582,708+50+2%$590.2K$595.9K+$5.8K2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED2,7542,704+50+2%$589.3K$595.1K+$5.8K2026-10-26
Highland Financial Advisors, LLC
UNCHANGED2,7522,75200%$599.7K$594.7K-$5.1K2026-10-19
Romano Brothers and Company
INCREASED2,7442,703+41+2%$589.0K$592.8K+$3.8K2026-10-22
Tucker Asset Management LLC
INCREASED2,7372,323+414+18%$506.2K$591.4K+$85.2K2026-10-29
West Financial Advisors, LLC
INCREASED2,7372,732+5+0%$595.4K$591.4K-$4.0K2026-10-22
Summit Asset Management, LLC
DECREASED2,7162,830-114-4%$616.8K$587.0K-$29.9K2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED2,7112,708+3+0%$590.1K$585.7K-$4.4K2026-10-13
Moulton Wealth Management, Inc
INCREASED2,7082,664+44+2%$580.7K$586.8K+$6.1K2026-10-13
United Community Bank
INCREASED2,700785+1,915+244%$171.1K$583.4K+$412.3K2026-10-28
Rockland Trust Co
INCREASED2,6982,573+125+5%$560.7K$583.0K+$22.3K2026-10-05
San Luis Wealth Advisors LLC
DECREASED2,6982,734-36-1%$595.8K$583.0K-$12.9K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED2,694137+2,557+1866%$29.9K$582.1K+$552.2K2026-10-30
First Business Financial Services, Inc.
UNCHANGED2,6892,68900%$586.0K$581.0K-$5.0K2026-10-29
Solitude Financial Services
INCREASED2,6841,480+1,204+81%$322.5K$580.0K+$257.4K2026-10-26
Cherrydale Wealth Management, LLC
UNCHANGED2,6562,65600%$578.7K$573.8K-$4.9K2026-10-20
Merrion Investment Management Co, LLC
UNCHANGED2,6502,65000%$577.5K$572.6K-$4.9K2026-10-16
Portside Wealth Group, LLC
INCREASED2,6461,484+1,162+78%$323.4K$571.7K+$248.3K2026-10-20
ZynergyRetirementPlanningLLC
UNCHANGED2,6432,64300%$576.0K$571.1K-$4.9K2026-10-08
Strid Group, LLC
DECREASED2,6212,667-46-2%$581.2K$566.3K-$14.9K2026-10-28
American State Bank (Iowa)
DECREASED2,5982,830-232-8%$616.7K$561.3K-$55.3K2026-11-03
Wealth Group Ltd
INCREASED2,5882,586+2+0%$563.6K$562.2K-$1.4K2026-10-07
Ariadne Wealth Management, LP
UNCHANGED2,5832,58300%$562.9K$558.1K-$4.8K2026-11-06
United Wealth Management, LLC
UNCHANGED2,5662,56600%$559.2K$554.5K-$4.7K2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED2,5632,562+1+0%$558.3K$553.8K-$4.6K2026-11-05
Barlow Wealth Partners, LLC
UNCHANGED2,5522,55200%$555.4K$558.9K+$3.5K2026-10-15
City Center Advisors, LLC
INCREASED2,5422,071+471+23%$451.4K$549.3K+$97.9K2026-10-08
Financial Planning Navigators Corp
DECREASED2,5312,618-87-3%$570.5K$546.8K-$23.6K2026-10-14
Means Investment Co., Inc.
INCREASED2,5262,515+11+0%$548.1K$545.8K-$2.2K2026-11-03
Opulen Financial Group LLC
DECREASED2,5092,517-80%$548.5K$542.2K-$6.3K2026-10-22
Financial Insights, Inc.
INCREASED2,5072,505+2+0%$545.9K$541.7K-$4.2K2026-10-27
Buck Wealth Strategies, LLC
DECREASED2,5054,897-2,392-49%$1.1M$541.3K-$526.0K2026-10-28
Catalyst Financial Partners LLC
DECREASED2,5032,538-35-1%$553.1K$540.8K-$12.3K2026-11-06
Clearview Wealth Management LLC
DECREASED2,4933,431-938-27%$747.7K$550.1K-$197.6K2026-10-16
Convergence Financial, LLC
DECREASED2,4824,646-2,164-47%$1.0M$536.3K-$476.2K2026-10-27
Bryant Woods Investment Advisors, LLC
UNCHANGED2,4752,47500%$539.4K$534.8K-$4.6K2026-10-26
Cidel Asset Management Inc
UNCHANGED2,4752,47500%$539.3K$535.4K-$3.9K2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,4702,47000%$538.3K$533.7K-$4.6K2026-10-27
MKT Advisors LLC
DECREASED2,4662,695-229-8%$591.7K$541.6K-$50.1K2026-10-20
Claro Advisors Inc.
INCREASED2,4562,441+15+1%$532.0K$530.8K-$1.2K2026-11-02
IVC Wealth Advisors LLC
INCREASED2,4532,375+78+3%$517.6K$530.0K+$12.5K2026-10-23
Sterling Investment Counsel, LLC
INCREASED2,4522,437+15+1%$531.1K$529.8K-$1.3K2026-10-19
Kingsman Wealth Management, Inc.
INCREASED2,4492,196+253+12%$478.6K$529.3K+$50.7K2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED2,4482,052+396+19%$447.2K$529.0K+$81.8K2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED2,4472,437+10+0%$531.1K$528.7K-$2.3K2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED2,4462,909-463-16%$633.9K$528.5K-$105.5K2026-10-16
Bangor Savings Bank
UNCHANGED2,4432,44300%$532.4K$527.9K-$4.5K2026-10-06
Burney Co/
INCREASED2,4361,963+473+24%$427.8K$526.4K+$98.6K2026-10-15
Able Wealth Management LLC
DECREASED2,4222,446-24-1%$533.1K$527.8K-$5.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED2,4091,288+1,121+87%$279.7K$520.5K+$240.8K2026-10-14
Platt Wealth Management LLC
UNCHANGED2,4002,40000%$523.0K$518-$522.5K2026-11-04
Verus Financial Partners, Inc.
INCREASED2,3942,393+1+0%$521.5K$517.3K-$4.2K2026-10-29
Revolve Wealth Partners, LLC
DECREASED2,3902,464-74-3%$537.0K$516.4K-$20.5K2026-10-23
FSM Wealth Advisors, LLC
DECREASED2,3852,391-60%$521.1K$523.8K+$2.7K2026-10-27
Quantum Financial Partners LLC
INCREASED2,348933+1,415+152%$203.5K$507.4K+$303.9K2026-10-19
Grandfield & Dodd, LLC
NEW2,339—+2,339——$505.6K—2026-10-29
Sterling Wealth Management, Inc.
DECREASED2,3292,349-20-1%$511.9K$503.3K-$8.6K2026-10-23
Integral Investment Advisors, Inc.
DECREASED2,3192,449-130-5%$533.7K$501.1K-$32.6K2026-11-03
Fidelity D & D Bancorp Inc
DECREASED2,3162,351-35-1%$512.4K$500.4K-$11.9K2026-11-05
Investment Management Trust, LLC
INCREASED2,3112,200+111+5%$479.4K$499.3K+$19.9K2026-11-05
Endeavor Private Wealth, Inc.
INCREASED2,3112,263+48+2%$493.2K$499.4K+$6.2K2026-11-05
Noesis Capital Mangement Corp
DECREASED2,2934,032-1,739-43%$878.7K$495.5K-$383.2K2026-10-26
Solidarity Wealth, LLC
UNCHANGED2,2932,29300%$499.7K$495.5K-$4.2K2026-10-15
Onyx Financial Advisors, LLC
NEW2,291—+2,291——$495.0K—2026-10-21
Horizon Wealth Management, LLC
INCREASED2,2862,260+26+1%$492.5K$494.0K+$1.4K2026-11-02
Cane Capital Partners, LLC
DECREASED2,2792,359-80-3%$514.1K$492.4K-$21.7K2026-10-23
Orba Wealth Advisors, L.L.C.
INCREASED2,2621,430+832+58%$311.7K$488.8K+$177.1K2026-10-23
Dutch Asset Corp
DECREASED2,2604,035-1,775-44%$879.3K$488.3K-$391.0K2026-10-20
Mann Financial Group, Inc.
NEW2,256—+2,256——$487.5K—2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,2472,24700%$489.7K$485.5K-$4.2K2026-10-05
Client 1ST Advisory Group, LLC
DECREASED2,2342,281-47-2%$497.1K$482.7K-$14.4K2026-10-19
Members Wealth LLC
INCREASED2,2312,230+1+0%$486.1K$486.9K+$8282026-10-20
MMA Asset Management LLC
NEW2,230—+2,230——$481.9K—2026-11-02
Trek Financial, LLC
DECREASED2,2272,305-78-3%$502.3K$481.3K-$21.1K2026-10-29
Wealth Quarterback LLC
DECREASED2,2232,702-479-18%$589.0K$480.3K-$108.6K2026-10-20
Gradient Investments LLC
DECREASED2,2232,616-393-15%$570.1K$480.3K-$89.9K2026-10-08
High Point Wealth Management, LLC
UNCHANGED2,2182,21800%$483.5K$479.4K-$4.1K2026-11-05
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,2142,21400%$482.5K$478.4K-$4.1K2026-10-30
Center For Asset Management LLC
DECREASED2,1992,289-90-4%$498.8K$475.2K-$23.7K2026-10-16
jvl associates llc
DECREASED2,1952,213-18-1%$482.4K$474.4K-$8.0K2026-10-09
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,1942,19400%$478.1K$474.1K-$4.1K2026-10-15
Global Trust Asset Management, LLC
UNCHANGED2,1872,18700%$476.6K$472.6K-$4.0K2026-10-19
Sentinel Advisory Group, LLC
UNCHANGED2,1862,18600%$476.4K$472.4K-$4.0K2026-10-20
Chapin Davis, Inc.
INCREASED2,1842,183+1+0%$475.8K$472.0K-$3.8K2026-10-09
Parcion Private Wealth LLC
INCREASED2,1831,653+530+32%$360.2K$471.7K+$111.5K2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED2,1792,070+109+5%$451.1K$470.7K+$19.7K2026-10-22
Patten & Patten Inc
DECREASED2,1642,389-225-9%$520.6K$467.6K-$53.0K2026-10-26
Pictet North America Advisors SA
UNCHANGED2,1332,13300%$464.8K$460.9K-$3.9K2026-10-21
Shum Financial Group, Inc.
DECREASED2,1282,135-70%$465.3K$459.8K-$5.5K2026-10-13
Sachem Hill LLC
DECREASED2,1272,165-38-2%$471.7K$459.7K-$12.0K2026-10-14
Armstrong Advisory Group, Inc
DECREASED2,1212,205-84-4%$480.5K$458.3K-$22.1K2026-10-09
YHB Investment Advisors, Inc.
INCREASED2,1171,077+1,040+97%$234.7K$457.4K+$222.7K2026-10-08
Imc-Chicago, LLC
NEW2,116—+2,116——$457.2K—2026-11-05
Cottage Street Advisors LLC
DECREASED2,1152,440-325-13%$531.8K$457.0K-$74.8K2026-10-19
Foundry Financial LLC
INCREASED2,1112,103+8+0%$458.4K$456.0K-$2.4K2026-10-16
RPG Investment Advisory, LLC
DECREASED2,1103,898-1,788-46%$849.5K$455.9K-$393.6K2026-10-21
Strategic Planning Group, LLC
INCREASED2,1092,099+10+0%$457.6K$455.9K-$1.8K2026-10-22
Prudent Man Investment Management, Inc.
INCREASED2,0961,780+316+18%$340.0K$453.0K+$113.0K2026-11-03
Stablepoint Partners, LLC
INCREASED2,0962,005+91+5%$437.0K$452.9K+$16.0K2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED2,0901,925+165+9%$419.6K$451.7K+$32.1K2026-10-27
Meridian Financial Partners LLC
DECREASED2,0882,089-10%$454.3K$465.6K+$11.2K2026-10-23
Scott & Selber, Inc.
INCREASED2,0822,076+6+0%$452.5K$449.8K-$2.7K2026-10-21
Conrad Siegel Investment Advisors, Inc.
DECREASED2,0684,562-2,494-55%$994.1K$446.9K-$547.2K2026-10-08
BancFirst Trust & Investment Management
INCREASED2,0641,986+78+4%$434.2K$449.7K+$15.5K2026-10-30
Lionshead Wealth Management, LLC
DECREASED2,0552,079-24-1%$453.1K$444.0K-$9.0K2026-10-21
Elevation Wealth Management LLC
DECREASED2,0522,063-11-1%$449.5K$443.3K-$6.2K2026-11-02
Tompkins Financial Corp
INCREASED2,0451,713+332+19%$373.3K$441.9K+$68.6K2026-10-05
Thor Investment Management Inc
UNCHANGED2,0352,03500%$443.5K$439.7K-$3.8K2026-10-13
Mason & Associates, LLC
INCREASED2,0322,030+2+0%$442.4K$439.1K-$3.3K2026-10-26
Pioneer Family Office, LLC
UNCHANGED2,0302,03000%$442.4K$438.6K-$3.8K2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED2,0282,454-426-17%$534.8K$438.2K-$96.6K2026-10-05
Third View Private Wealth, LLC
INCREASED2,0281,639+389+24%$357.2K$438.2K+$81.0K2026-10-30
Altfest L J & Co Inc
DECREASED2,0272,096-69-3%$456.8K$438.1K-$18.8K2026-10-27
One Way Holdings LLC
INCREASED2,0221,092+930+85%$238.0K$436.9K+$198.9K2026-10-29
Fusion Family Wealth, LLC
UNCHANGED2,0082,00800%$437.5K$433.8K-$3.7K2026-11-02
Optivise Advisory Services LLC
DECREASED2,0072,264-257-11%$493.4K$433.6K-$59.7K2026-10-19
Halbert Hargrove Global Advisors, LLC
INCREASED2,004922+1,082+117%$200.9K$433.0K+$232.1K2026-10-16
Juncture Wealth Strategies, LLC
DECREASED1,9952,079-84-4%$453.1K$431.1K-$22.0K2026-10-06
Virtue Asset Management LLC
UNCHANGED1,9951,99500%$434.8K$431.1K-$3.7K2026-10-21
Atticus Wealth Management, LLC
DECREASED1,9912,014-23-1%$438.9K$430.2K-$8.7K2026-10-20
S.A. Mason LLC
UNCHANGED1,9781,97800%$431.1K$427.4K-$3.7K2026-10-13
Granite Islands Private Wealth, LLC
NEW1,970—+1,970——$425.7K—2026-10-16
J.M. Arbour, LLC
INCREASED1,9681,944+24+1%$423.7K$425.3K+$1.6K2026-11-05
HT Partners LLC
UNCHANGED1,9681,96800%$428.9K$425.2K-$3.6K2026-10-20
Orca Wealth Management, LLC
INCREASED1,9641,956+8+0%$426.2K$424.5K-$1.7K2026-10-14
Farrell Financial LLC
INCREASED1,9631,957+6+0%$426.4K$424.1K-$2.2K2026-10-16
Columbia Bank
INCREASED1,9601,595+365+23%$347.6K$423.5K+$75.9K2026-10-29
Trace Wealth Advisors, LLC
UNCHANGED1,9501,95000%$425.0K$421.4K-$3.6K2026-10-30
Traynor Capital Management, Inc.
DECREASED1,9482,444-496-20%$532.7K$420.9K-$111.8K2026-10-29
Secure Asset Management, LLC
INCREASED1,9421,865+77+4%$406.5K$419.5K+$13.0K2026-10-19
Opal Wealth Advisors, LLC
INCREASED1,9411,749+192+11%$381.2K$419.4K+$38.3K2026-10-16
Lmcg Investments, LLC
INCREASED1,9401,789+151+8%$389.9K$419.2K+$29.3K2026-10-21
Essential Planning, Llc.
UNCHANGED1,9311,93100%$420.8K$417.3K-$3.6K2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED1,9291,928+1+0%$420.2K$416.9K-$3.3K2026-10-16
Stone House Investment Management, LLC
DECREASED1,9132,696-783-29%$587.5K$413.4K-$174.2K2026-10-23
Wellington Grp LLC
DECREASED1,9121,964-52-3%$428.0K$413.1K-$14.9K2026-11-06
Capital Investment Services of America, Inc.
UNCHANGED1,9121,91200%$416.7K$413.1K-$3.5K2026-11-02
Atlatl Advisers LLC
INCREASED1,9111,691+220+13%$368.5K$412.9K+$44.4K2026-10-22
Motive Wealth Advisors
DECREASED1,9102,030-120-6%$442.4K$412.7K-$29.7K2026-10-26
Howard Bailey Securities, LLC
DECREASED1,9061,909-30%$416.1K$411.9K-$4.2K2026-10-27
JBR Co Financial Management Inc
DECREASED1,9021,987-85-4%$433.0K$413.5K-$19.6K2026-10-13
Oak Asset Management, LLC
INCREASED1,8921,728+164+9%$376.6K$408.8K+$32.2K2026-10-13
Denver PWM, LLC
INCREASED1,8731,864+9+0%$424.2K$404.7K-$19.4K2026-10-22
KWB Wealth
INCREASED1,8631,861+2+0%$405.5K$402.6K-$2.9K2026-10-16
Moss Adams Wealth Advisors LLC
INCREASED1,8591,018+841+83%$221.9K$401.7K+$179.8K2026-10-28
Mallini Complete Financial Planning LLC
NEW1,858—+1,858——$401.5K—2026-10-06
Farmers & Merchants Investments Inc
DECREASED1,8581,863-50%$406.0K$401.5K-$4.5K2026-10-22
EnRich Financial Partners LLC
DECREASED1,8561,888-32-2%$411.5K$401.1K-$10.3K2026-10-21
Old Port Advisors
DECREASED1,8531,868-15-1%$407.2K$400.5K-$6.7K2026-10-23
Collaborative Wealth Managment Inc.
INCREASED1,8441,843+1+0%$401.6K$398.5K-$3.2K2026-11-06
Cascade Investment Group, Inc.
UNCHANGED1,8381,83800%$400.6K$397.2K-$3.4K2026-10-13
BetterWealth, LLC
UNCHANGED1,8381,83800%$400.6K$397.2K-$3.4K2026-10-15
Towneley Capital Management, Inc / de
UNCHANGED1,8361,83600%$400.1K$396.7K-$3.4K2026-10-09
First Hawaiian Bank
UNCHANGED1,8351,83500%$399.9K$396.5K-$3.4K2026-10-14
West Wealth Group, LLC
DECREASED1,8311,833-20%$399.6K$395.7K-$3.9K2026-10-14
Telos Capital Management, Inc.
INCREASED1,8261,626+200+12%$354.4K$394.6K+$40.2K2026-11-02
Aspen Investment Management Inc
UNCHANGED1,8201,82000%$397$393-$42026-11-05
MKD Wealth Coaches, LLC
UNCHANGED1,8151,81500%$395.5K$392.2K-$3.4K2026-10-09
Snider Financial Group
DECREASED1,8141,875-61-3%$408.7K$391.9K-$16.8K2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED1,8121,81200%$394.9K$391.5K-$3.4K2026-10-22
Wagner Wealth Management, LLC
DECREASED1,8003,454-1,654-48%$752.7K$388.9K-$363.8K2026-10-21
Commerce Advisors, LLC
DECREASED1,8002,134-334-16%$465.0K$388.9K-$76.1K2026-10-19
Nemes Rush Group LLC
INCREASED1,8001,742+58+3%$379.7K$388.9K+$9.2K2026-11-04
Rare Wolf Capital LLC
UNCHANGED1,8001,80000%$392.3K$388.9K-$3.3K2026-10-20
International Private Wealth Advisors LLC
NEW1,798—+1,798——$388.5K—2026-11-05
KPP Advisory Services LLC
DECREASED1,7905,685-3,895-69%$1.2M$386.8K-$852.1K2026-10-26
Triumph Capital Management
INCREASED1,7861,759+27+2%$383.4K$385.8K+$2.4K2026-10-14
Centurion Wealth Management LLC
DECREASED1,7801,831-51-3%$399.0K$384.7K-$14.3K2026-10-13
Cedar Point Capital Partners, LLC
DECREASED1,7791,858-79-4%$404.9K$384.4K-$20.5K2026-10-29
Legacy Financial Strategies, LLC
INCREASED1,7771,715+62+4%$373.8K$383.9K+$10.1K2026-10-15
Equita Financial Network, Inc.
INCREASED1,7771,773+4+0%$386.5K$384.0K-$2.4K2026-10-19
TSG Advice Partners, LLC
NEW1,776—+1,776——$387.0K—2026-10-29
Nfsg Corp
DECREASED1,7761,790-14-1%$390.2K$383.7K-$6.5K2026-10-15
Marion Wealth Management
INCREASED1,7751,757+18+1%$382.9K$383.5K+$6392026-10-22
Cornerstone Planning, LLC
UNCHANGED1,7741,77400%$386.6K$384.3K-$2.3K2026-10-27
Main Street Group, LTD
DECREASED1,7721,907-135-7%$415.5K$383.0K-$32.5K2026-10-28
Cooper Financial Group
DECREASED1,7721,848-76-4%$402.7K$382.8K-$19.9K2026-10-07
ARS Investment Partners, LLC
UNCHANGED1,7721,77200%$386.3K$383.0K-$3.3K2026-11-05
Sage Investment Counsel LLC
DECREASED1,7681,918-150-8%$418.0K$382.1K-$35.9K2026-10-26
Innova Wealth Partners
DECREASED1,7681,780-12-1%$387.9K$382.0K-$6.0K2026-10-21
HRC Wealth Management, LLC
INCREASED1,7681,758+10+1%$383.2K$382.0K-$1.3K2026-10-16
truNorth Financial Services, Inc.
DECREASED1,7641,824-60-3%$397.5K$381.2K-$16.3K2026-11-06
New Perspectives, Inc
UNCHANGED1,7611,76100%$383.8K$380.5K-$3.3K2026-10-14
Sendero Wealth Management, LLC
DECREASED1,7581,763-50%$384.2K$379.9K-$4.3K2026-10-14
Community Financial Services Group, LLC
UNCHANGED1,7571,75700%$381.9K$380.7K-$1.2K2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED1,7491,74900%$381.2K$377.9K-$3.2K2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED1,7481,510+238+16%$330.0K$390.5K+$60.5K2026-10-28
Define Financial, LLC
DECREASED1,7431,774-31-2%$386.7K$376.5K-$10.2K2026-10-14
First Citizens Bank & Trust Co
DECREASED1,7401,842-102-6%$401.4K$376.0K-$25.4K2026-10-14
Beirne Wealth Consulting Services, LLC
UNCHANGED1,7371,73700%$378.5K$375.3K-$3.2K2026-10-19
Guardian Wealth Management, Inc.
INCREASED1,7271,724+3+0%$375.7K$373.3K-$2.4K2026-10-30
Nicholas Wealth, Llc.
INCREASED1,7251,181+544+46%$257.3K$372.7K+$115.4K2026-10-26
Colonial River Investments, LLC
UNCHANGED1,7161,71600%$374.1K$370.9K-$3.2K2026-10-19
Guidance Capital, Inc
INCREASED1,7131,641+72+4%$359.1K$391.5K+$32.4K2026-11-03
Quartz Partners, LLC
DECREASED1,7121,731-19-1%$377.2K$369.9K-$7.2K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,7113,221-1,510-47%$702.0K$369.7K-$332.2K2026-10-23
IAG Wealth Partners, LLC
INCREASED1,7111,693+18+1%$368.9K$369.6K+$7572026-11-06
Greenfield Savings Bank
UNCHANGED1,7071,70700%$372.0K$368.8K-$3.2K2026-10-07
Lantz Financial LLC
UNCHANGED1,7061,70600%$371.8K$368.6K-$3.2K2026-10-15
Fragasso Financial Advisors Inc
INCREASED1,7021,701+1+0%$370.8K$375.5K+$4.7K2026-10-13
Stonebridge Financial Group, LLC
INCREASED1,6991,365+334+24%$297.6K$367.0K+$69.5K2026-10-01
Kings Path Partners LLC
INCREASED1,697719+978+136%$156.7K$366.7K+$210.0K2026-10-21
Franklin Street Advisors Inc
UNCHANGED1,6911,69100%$368.5K$365.4K-$3.1K2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,6901,69000%$368.3K$365.2K-$3.1K2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED1,6891,236+453+37%$269.3K$364.9K+$95.6K2026-10-30
Eagle Harbor Asset Management Inc
INCREASED1,6881,687+1+0%$367.7K$364.7K-$3.0K2026-10-21
6th Street Advisors, LLC
UNCHANGED1,6871,68700%$367.6K$364.5K-$3.1K2026-10-14
Northcape Wealth Management, LLC
DECREASED1,6701,755-85-5%$382.5K$360.9K-$21.6K2026-11-04
Baker Avenue Asset Management, LP
INCREASED1,6671,648+19+1%$359.1K$360.2K+$1.1K2026-11-06
Tactive Advisors, LLC
INCREASED1,6661,643+23+1%$358.1K$360.0K+$1.9K2026-10-08
MPS Loria Financial Planners, LLC
INCREASED1,6641,656+8+0%$360.9K$359.5K-$1.5K2026-10-14
Bauman Advisory Group, LLC
NEW1,648—+1,648——$356.1K—2026-10-29
Waycross Investment Management Co
UNCHANGED1,6481,64800%$359.1K$356.1K-$3.0K2026-10-14
Wrenne Financial Planning LLC
UNCHANGED1,6431,64300%$358.1K$355.0K-$3.0K2026-10-30
Mascagni Wealth Management, Inc.
INCREASED1,6421,353+289+21%$294.9K$354.7K+$59.8K2026-10-23
Post Resch Tallon Group Inc.
NEW1,637—+1,637——$353.7K—2026-10-09
Basso Capital Management, L.P.
INCREASED1,6361,366+270+20%$297.7K$353.5K+$55.8K2026-10-30
UMB Private Wealth Management, LLC
NEW1,634—+1,634——$353.1K—2026-10-19
Anderson Hoagland & Co
UNCHANGED1,6331,63300%$355.9K$370.0K+$14.1K2026-10-23
Vestia Personal Wealth Advisors
DECREASED1,6311,638-70%$357.1K$352.3K-$4.7K2026-10-20
Gateway Investment Advisers LLC
DECREASED1,6201,625-50%$354.1K$350.1K-$4.1K2026-10-13
Appleton Partners Inc
UNCHANGED1,6201,62000%$353.0K$350-$352.7K2026-10-30
Asset Allocation Strategies LLC
DECREASED1,6193,268-1,649-50%$712.3K$349.9K-$362.4K2026-10-20
S. R. Schill & Associates
UNCHANGED1,6191,61900%$352.8K$349.8K-$3.0K2026-10-20
CrossGen Wealth, LLC
NEW1,618—+1,618——$349.6K—2026-10-30
CPR Investments Inc.
DECREASED1,6121,842-230-12%$401.4K$348.4K-$53.0K2026-10-26
Occidental Asset Management, LLC
UNCHANGED1,6121,61200%$351.3K$348.3K-$3.0K2026-11-05
Aviance Capital Partners, LLC
UNCHANGED1,6121,61200%$351.4K$348.4K-$3.0K2026-10-29
Family Capital Management, Inc.
UNCHANGED1,6111,61100%$351.1K$348.1K-$3.0K2026-11-03
RHS Financial, LLC
UNCHANGED1,6071,60700%$350.1K$347.2K-$3.0K2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED1,5992,537-938-37%$552.8K$345.5K-$207.3K2026-10-21
Fortress Financial Group, LLC
DECREASED1,5921,637-45-3%$356.8K$344.0K-$12.8K2026-10-21
Kelly Financial Services LLC
INCREASED1,5921,591+1+0%$346.7K$344.1K-$2.6K2026-10-20
Bank of New Hampshire
INCREASED1,5881,582+6+0%$344.8K$343.1K-$1.6K2026-10-06
Eagle Rock Investment Company, LLC
INCREASED1,5871,583+4+0%$344.9K$342.8K-$2.1K2026-10-21
Bdfs Capital LLC
UNCHANGED1,5811,58100%$344.5K$341.6K-$2.9K2026-10-14
Blankinship & Foster, LLC
INCREASED1,5801,141+439+38%$248.7K$341.4K+$92.8K2026-10-19
Unified Investment Management
INCREASED1,5801,546+34+2%$336.9K$341.4K+$4.5K2026-10-14
Private Wealth Management Group, LLC
INCREASED1,5761,387+189+14%$302.3K$340.5K+$38.3K2026-10-19
Pullen Investment Management, LLC
UNCHANGED1,5741,57400%$343.0K$340.1K-$2.9K2026-10-23
Atala Financial Inc
UNCHANGED1,5731,57300%$342.8K$339.9K-$2.9K2026-10-22
Global Assets Advisory, LLC
DECREASED1,5691,936-367-19%$421.8K$341.9K-$79.9K2026-10-28
Semus Wealth Partners LLC
INCREASED1,5661,560+6+0%$340.0K$338.4K-$1.6K2026-10-22
Cascade Investment Advisors, Inc.
INCREASED1,5651,561+4+0%$340.2K$338.2K-$2.0K2026-11-02
Winch Advisory Services, LLC
INCREASED1,5601,556+4+0%$339.1K$337.1K-$2.0K2026-11-06
Huntleigh Advisors, Inc.
INCREASED1,5531,213+340+28%$264.3K$335.6K+$71.2K2026-11-03
Verde Capital Management
DECREASED1,5531,584-31-2%$345.2K$335.6K-$9.6K2026-10-28
MBL Wealth, LLC
DECREASED1,5471,781-234-13%$388.1K$334.3K-$53.9K2026-10-22
Straight Path Wealth Management
UNCHANGED1,5411,54100%$335.8K$333.0K-$2.8K2026-10-23
Sunpointe, LLC
UNCHANGED1,5411,54100%$335.8K$333.0K-$2.8K2026-10-22
Naples Global Advisors, LLC
DECREASED1,5381,837-299-16%$400.3K$332.3K-$68.1K2026-11-05
Element Pointe Advisors, LLC
NEW1,535—+1,535——$331.7K—2026-10-21
BankPlus Trust Department
UNCHANGED1,5331,53300%$334.1K$331.3K-$2.8K2026-11-06
Capital Advantage, Inc.
UNCHANGED1,5321,53200%$334.0K$331.1K-$2.8K2026-10-14
Evolution Wealth Management Inc.
DECREASED1,5301,547-17-1%$337.1K$330.6K-$6.5K2026-10-28
Compass Financial Group, Inc.
UNCHANGED1,5291,52900%$333.2K$330.4K-$2.8K2026-11-06
PTM Wealth Management, LLC
INCREASED1,5281,521+7+0%$336.2K$334.7K-$1.5K2026-10-23
Stewardship Advisors, LLC
INCREASED1,5241,484+40+3%$323.3K$329.2K+$5.9K2026-10-20
KFG Wealth Management, LLC
NEW1,523—+1,523——$329.1K—2026-10-16
Morton Capital Management LLC
DECREASED1,5191,575-56-4%$343.2K$328.2K-$15.0K2026-10-23
Seelaus Asset Management LLC
DECREASED1,5071,682-175-10%$366.6K$325.6K-$40.9K2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED1,5061,488+18+1%$324.4K$325.5K+$1.1K2026-11-04
TCP Asset Management, LLC
DECREASED1,5021,853-351-19%$403.8K$326.3K-$77.5K2026-10-14
Gimbal Financial
UNCHANGED1,5001,50000%$326.9K$324.1K-$2.8K2026-10-19
Toth Financial Advisory Corp
INCREASED1,498435+1,063+244%$94.8K$323.7K+$228.9K2026-10-08
Security National Bank
UNCHANGED1,4971,49700%$326.2K$323.5K-$2.8K2026-10-26
Hanson & Doremus Investment Management
DECREASED1,4941,760-266-15%$384.0K$323-$383.7K2026-10-16
JB Capital LLC
INCREASED1,4941,488+6+0%$324.2K$322.9K-$1.3K2026-10-19
Omni 360 Wealth, Inc.
INCREASED1,4931,470+23+2%$320.4K$322.6K+$2.1K2026-10-13
IFG Advisors, LLC
UNCHANGED1,4871,48700%$324.1K$321.3K-$2.8K2026-10-15
Breachway Investments LLC
DECREASED1,4811,890-409-22%$412.0K$320.0K-$92.0K2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED1,4811,381+100+7%$301.0K$320.0K+$19.1K2026-10-29
Rubicon Advisors, GP
INCREASED1,4801,450+30+2%$316.1K$319.7K+$3.6K2026-10-23
Marathon Wealth Advisors LLC
DECREASED1,4801,497-17-1%$326.2K$319.8K-$6.4K2026-11-04
Bfsg, LLC
DECREASED1,4761,540-64-4%$335.6K$318.9K-$16.7K2026-10-30
Coyle Financial Counsel LLC
UNCHANGED1,4741,47400%$321.2K$318.4K-$2.7K2026-10-28
SVB Wealth LLC
DECREASED1,4711,496-25-2%$326.0K$317.9K-$8.2K2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED1,4682,029-561-28%$443.5K$322.4K-$121.0K2026-10-13
Westover Capital Advisors, LLC
DECREASED1,4671,552-85-5%$338.2K$317.0K-$21.2K2026-10-26
Sherman Wealth Management LLC
INCREASED1,4661,459+7+0%$318.1K$316.8K-$1.2K2026-10-16
LCW Services, LLC
DECREASED1,4651,489-24-2%$324.5K$316.6K-$7.9K2026-10-21
Ceera Investments, LLC
UNCHANGED1,4651,46500%$319.3K$316.6K-$2.7K2026-11-02
Tarbox Family Office, Inc.
DECREASED1,4621,678-216-13%$365.7K$315.9K-$49.8K2026-10-23
Park National Corp
UNCHANGED1,4511,45100%$316.2K$313.5K-$2.7K2026-10-05
Tctc Holdings, LLC
INCREASED1,4501,449+1+0%$315.8K$313.2K-$2.6K2026-11-02
RAM Investment Partners, LLC
INCREASED1,4481,445+3+0%$315.0K$312.9K-$2.1K2026-10-21
Great Waters Wealth Management
UNCHANGED1,4481,44800%$315.6K$312.9K-$2.7K2026-10-07
Smart Wealth LLC
NEW1,446—+1,446——$312.5K—2026-11-04
Gen-Wealth Partners Inc
INCREASED1,4381,417+21+1%$308.9K$310.8K+$1.9K2026-11-04
Clear Harbor Asset Management, LLC
INCREASED1,4271,401+26+2%$305.3K$308.3K+$3.0K2026-11-05
Schulz Wealth, Ltd.
INCREASED1,4241,398+26+2%$304.6K$307.7K+$3.1K2026-11-03
Three Arch Wealth Management LLC
DECREASED1,4201,433-13-1%$312.2K$306.8K-$5.5K2026-10-20
Haven Private, LLC
DECREASED1,4171,492-75-5%$325.2K$306.2K-$19.0K2026-10-27
Ledyard National Bank
DECREASED1,4161,530-114-7%$333.4K$306.0K-$27.5K2026-10-21
Boyce & Associates Wealth Consulting, Inc.
DECREASED1,4031,410-70%$307.2K$303.2K-$4.0K2026-10-14
Provident Wealth Management, LLC
UNCHANGED1,3981,39800%$304.7K$302.1K-$2.6K2026-10-20
SimpliFi, Inc.
INCREASED1,3931,386+7+1%$302.1K$300.9K-$1.3K2026-10-28
Park State Asset Management
UNCHANGED1,3931,39300%$303.6K$301.0K-$2.6K2026-11-02
Mcdonald Partners LLC
DECREASED1,3921,573-181-12%$342.8K$300.8K-$42.0K2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED1,3871,100+287+26%$239.7K$299.7K+$60.0K2026-10-09
Manske Wealth Management
UNCHANGED1,3861,38600%$302.1K$299.5K-$2.6K2026-10-26
Key Capital Management, Inc
NEW1,381—+1,381——$298.4K—2026-11-03
RVW Wealth, LLC
DECREASED1,3811,636-255-16%$356.5K$298.4K-$58.1K2026-10-06
Laurel Wealth Advisors LLC
DECREASED1,3811,431-50-3%$311.9K$298.4K-$13.5K2026-10-27
Value Investment Professionals, LLC
UNCHANGED1,3811,38100%$301.0K$298.4K-$2.6K2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED1,3721,366+6+0%$297.7K$296.5K-$1.3K2026-10-14
Allegiance Financial Group Advisory Services LLC
UNCHANGED1,3711,37100%$298.7K$296.2K-$2.5K2026-11-02
Polaris Investment Advisors, LLC
DECREASED1,3652,779-1,414-51%$605.6K$294.9K-$310.7K2026-10-20
Ethic Inc.
NEW1,364—+1,364——$294.7K—2026-11-03
Heffernan Advisory, Inc
NEW1,364—+1,364——$294.7K—2026-10-13
Cpwa, LLC
INCREASED1,3561,353+3+0%$294.8K$300.2K+$5.4K2026-11-04
Seven Mile Advisory
UNCHANGED1,3531,35300%$294.9K$292.4K-$2.5K2026-10-22
Excalibur Management Corp
DECREASED1,3521,361-9-1%$296.6K$292.1K-$4.5K2026-11-02
Sage Capital Advisors,llc
INCREASED1,3481,343+5+0%$292.7K$291.3K-$1.3K2026-10-13
First Command Advisory Services, Inc.
INCREASED1,3451,033+312+30%$225.1K$290.6K+$65.5K2026-11-05
Beacon Capital Management, LLC
INCREASED1,3431,159+184+16%$252.6K$290.3K+$37.7K2026-10-23
Cahaba Wealth Management, Inc.
INCREASED1,3431,341+2+0%$292.2K$290.1K-$2.0K2026-10-26
Carnegie Lake Advisors LLC
UNCHANGED1,3431,34300%$292.7K$290.2K-$2.5K2026-11-06
Burk Holdings LLC
UNCHANGED1,3391,33900%$291.8K$289.4K-$2.5K2026-11-05
Kure Advisory, LLC
UNCHANGED1,3391,33900%$291.9K$289.4K-$2.5K2026-10-08
Formidable Asset Management, LLC
DECREASED1,3381,544-206-13%$303.0K$291.6K-$11.3K2026-11-03
Prevail Innovative Wealth Advisors, LLC
UNCHANGED1,3381,33800%$291.6K$292.0K+$3752026-10-20
Peterson Wealth Services
UNCHANGED1,3211,32100%$287.9K$285.4K-$2.4K2026-10-26
First Interstate Bank
DECREASED1,3191,354-35-3%$295.1K$285.0K-$10.1K2026-10-23
St. Clair Advisors, LLC
UNCHANGED1,3161,31600%$286.8K$284.4K-$2.4K2026-10-13
JSF Financial, LLC
DECREASED1,3151,323-8-1%$288.2K$284.2K-$4.1K2026-10-22
Norris Perne & French LLP
DECREASED1,3071,624-317-20%$353.9K$282.4K-$71.5K2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED1,3051,405-100-7%$306.2K$282.0K-$24.2K2026-10-06
Burkett Financial Services, LLC
INCREASED1,30052+1,248+2400%$11.4K$281.0K+$269.6K2026-10-01
Harfst & Associates, Inc.
INCREASED1,3001,278+22+2%$278.5K$280.9K+$2.4K2026-10-20
Grand Central Investment Group
UNCHANGED1,2991,29900%$283.1K$280.7K-$2.4K2026-11-02
Philadelphia Trust Co
UNCHANGED1,2971,29700%$283.0K$280-$282.7K2026-11-05
Independence Wealth Advisors, LLC
UNCHANGED1,2951,29500%$282.2K$279.8K-$2.4K2026-10-29
Sonata Capital Group Inc
INCREASED1,2911,290+1+0%$281.2K$278.9K-$2.3K2026-10-19
Rebalance, LLC
UNCHANGED1,2841,28400%$279.8K$277.4K-$2.4K2026-10-22
RED Lighthouse Investment Management, LLC
UNCHANGED1,2841,28400%$279.8K$277.4K-$2.4K2026-11-02
Smith Thornton Advisors LLC
UNCHANGED1,2761,27600%$279.9K$275.7K-$4.2K2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED1,2751,27500%$277.9K$277.9K$02026-10-22
Foronjy Financial LLC
DECREASED1,2741,459-185-13%$317.9K$275.3K-$42.6K2026-10-14
GK Wealth Management LLC
DECREASED1,2731,421-148-10%$309.6K$275.2K-$34.4K2026-10-09
M.E. Allison & Co., Inc.
INCREASED1,2721,266+6+0%$275.9K$274.9K-$1.0K2026-10-09
Kassira Wealth Management LLC
UNCHANGED1,2701,27000%$276.8K$274.4K-$2.3K2026-10-28
Farmers & Merchants Trust Co of Long Beach
UNCHANGED1,2661,26600%$275.9K$273.6K-$2.3K2026-10-22
Heritage OAK Wealth Advisors LLC
DECREASED1,2641,373-109-8%$299.2K$273.1K-$26.1K2026-10-14
Sterling Investment Management, LLC
UNCHANGED1,2561,25600%$273.7K$271.4K-$2.3K2026-10-16
Sage Investment Advisers LLC
UNCHANGED1,2551,25500%$273.5K$271.2K-$2.3K2026-10-21
Redmond Asset Management, LLC
DECREASED1,2531,262-9-1%$275.0K$270.7K-$4.3K2026-10-27
Duncker Streett & Co Inc
UNCHANGED1,2501,25000%$272.4K$270.1K-$2.3K2026-10-27
Willow Creek Wealth Management Inc.
DECREASED1,2481,417-169-12%$308.8K$269.7K-$39.1K2026-10-26
Stenger Family Office, LLC
INCREASED1,244934+310+33%$203.5K$274.5K+$71.0K2026-10-22
Retirement Solution LLC
DECREASED1,2441,271-27-2%$276.9K$268.8K-$8.1K2026-10-27
D.B. Root & Company, LLC
INCREASED1,2441,242+2+0%$270.6K$268.7K-$1.9K2026-11-04
Hardin Capital Partners, LLC
UNCHANGED1,2421,24200%$271.4K$268.3K-$3.0K2026-10-09
Liberty Capital Management, Inc.
UNCHANGED1,2411,24100%$270.5K$268.2K-$2.3K2026-11-02
Barton Investment Management
UNCHANGED1,2351,23500%$269.1K$266.9K-$2.3K2026-10-27
Virtue Capital Management, LLC
INCREASED1,2321,194+38+3%$260.2K$266.2K+$6.0K2026-10-29
TCV Trust & Wealth Management, Inc.
DECREASED1,2311,270-39-3%$276.8K$266.0K-$10.8K2026-10-16
Carson Advisory Inc.
UNCHANGED1,2301,23000%$268.1K$265.8K-$2.3K2026-11-06
Power Wealth Management LLC
NEW1,229—+1,229——$265.6K—2026-10-27
Ferguson Shapiro LLC
DECREASED1,2292,135-906-42%$465.4K$265.5K-$199.8K2026-10-16
Riverbridge Partners LLC
UNCHANGED1,2191,21900%$265.7K$263.4K-$2.3K2026-11-05
Old Peak Finance LLC
INCREASED1,2171,216+1+0%$264.9K$263.0K-$1.9K2026-11-02
Laurel Wealth Planning LLC
UNCHANGED1,2101,21000%$263.7K$261.5K-$2.2K2026-11-02
Shoker Investment Counsel, Inc.
UNCHANGED1,2081,20800%$263.3K$261.0K-$2.2K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED1,2051,369-164-12%$298.4K$260.3K-$38.1K2026-10-09
First Nebraska Trust Co
DECREASED1,2041,434-230-16%$312.5K$260.2K-$52.4K2026-10-30
Signature Resources Capital Management, LLC
DECREASED1,2011,411-210-15%$307.5K$259.5K-$48.0K2026-10-16
Maltin Wealth Management, Inc.
INCREASED1,2011,199+2+0%$261.3K$259.5K-$1.8K2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,2001,196+4+0%$260.7K$259.3K-$1.4K2026-11-03
Northside Capital Management, LLC
UNCHANGED1,2001,20000%$261.5K$259.3K-$2.2K2026-10-13
QTR Family Wealth, LLC
INCREASED1,1951,152+43+4%$251.1K$258.3K+$7.2K2026-11-02
Penney Financial, LLC
UNCHANGED1,1871,18700%$258.7K$256.5K-$2.2K2026-10-20
Granite FO LLC
UNCHANGED1,1871,18700%$258.7K$256.5K-$2.2K2026-10-14
Clear Point Advisors Inc.
INCREASED1,1861,182+4+0%$257.5K$256.3K-$1.2K2026-10-30
Wellment Financial
INCREASED1,1851,016+169+17%$221.4K$256.1K+$34.6K2026-10-28
MontVue Capital Management, Inc.
UNCHANGED1,1831,18300%$257.8K$255.6K-$2.2K2026-10-19
Great Lakes Retirement, Inc.
UNCHANGED1,1751,17500%$256.1K$253.9K-$2.2K2026-10-26
True Freedom Investing, LLC
NEW1,173—+1,173——$253.5K—2026-10-29
Pinkerton Wealth, LLC
NEW1,173—+1,173——$253.5K—2026-10-29
Capital Investment Counsel, Inc
DECREASED1,1721,267-95-7%$276.1K$253.2K-$22.9K2026-10-20
Clarity Wealth Advisors, LLC
DECREASED1,1721,181-9-1%$257.5K$253.4K-$4.1K2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED1,1701,169+1+0%$254.8K$252.8K-$2.0K2026-10-22
Jnba Financial Advisors
DECREASED1,1631,213-50-4%$264.4K$251.3K-$13.0K2026-11-03
SBK Financial, Inc.
UNCHANGED1,1601,16000%$252.8K$250.7K-$2.1K2026-11-02
Foresight Capital Management Advisors, Inc.
UNCHANGED1,1601,16000%$252.8K$250.7K-$2.1K2026-10-27
Wilkerson Advisory Group LLC
DECREASED1,1571,239-82-7%$270.0K$250.0K-$20.0K2026-10-20
Cynosure Group, LLC
INCREASED1,1521,147+5+0%$250.0K$249.0K-$9632026-11-03
Marks Group Wealth Management, Inc
DECREASED1,1516,223-5,072-81%$1.4M$248.7K-$1.1M2026-11-05
ShankerValleau Wealth Advisors, Inc.
UNCHANGED1,1511,15100%$250.8K$248.7K-$2.1K2026-10-16
Tcfg Investment Advisors, LLC
INCREASED1,1471,091+56+5%$237.8K$247.8K+$10.1K2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED1,1451,14500%$249.5K$247.4K-$2.1K2026-10-15
Austin Wealth Management, LLC
DECREASED1,1391,202-63-5%$261.9K$250.1K-$11.8K2026-11-06
Destiny Capital Corp
NEW1,138—+1,138——$245.9K—2026-11-03
Chicago Capital, LLC
UNCHANGED1,1301,13000%$246.3K$244.2K-$2.1K2026-10-13
Valued Retirements, Inc.
INCREASED1,1291,116+13+1%$243.3K$244.0K+$7442026-11-06
Go Invest LLC
DECREASED1,1281,373-245-18%$299.3K$243.8K-$55.5K2026-10-09
Resonant Capital Advisors, LLC
UNCHANGED1,1281,12800%$245.8K$243.7K-$2.1K2026-10-15
Horst & Graben Wealth Management LLC
UNCHANGED1,1271,12700%$245.0K$243.5K-$1.5K2026-11-02
Aviso Wealth Management
UNCHANGED1,1271,12700%$245.6K$243.5K-$2.1K2026-11-04
Evergreen Advisors, LLC
INCREASED1,125929+196+21%$202.4K$243.0K+$40.6K2026-10-28
Orgel Wealth Management, LLC
UNCHANGED1,1251,12500%$245.2K$243.1K-$2.1K2026-10-14
Levin Capital Strategies, L.P.
UNCHANGED1,1251,12500%$245.2K$243.1K-$2.1K2026-11-02
Golden Bell Financial Planning LLC
INCREASED1,1191,115+4+0%$243.0K$241.8K-$1.1K2026-11-02
GEM Asset Management, LLC
NEW1,114—+1,114——$240.8K—2026-10-13
Delta Financial Advisors LLC
UNCHANGED1,1101,11000%$241.9K$239.8K-$2.1K2026-10-27
Hyposwiss Advisors SA
UNCHANGED1,1101,11000%$241.9K$239.8K-$2.1K2026-10-26
Cypress Capital, LLC
DECREASED1,10937,970-36,861-97%$8.3M$239.7K-$8.0M2026-10-20
KRM Wealth Management L.L.C.
INCREASED1,1081,107+1+0%$241.3K$239.5K-$1.8K2026-11-02
Carlson Financial, Inc.
DECREASED1,1071,139-32-3%$248.1K$239.2K-$8.9K2026-11-05
Veracity Capital LLC
DECREASED1,1061,140-34-3%$248.5K$239.1K-$9.4K2026-10-08
Gallagher Capital Advisors, LLC
INCREASED1,1061,101+5+0%$240.0K$239.1K-$9252026-10-09
Paulson Wealth Management Inc.
UNCHANGED1,1051,10500%$240.8K$238.8K-$2.0K2026-11-02
SMI Advisory Services, LLC
UNCHANGED1,1051,10500%$242.5K$243.8K+$1.3K2026-10-13
Wells Financial Advisors Inc
UNCHANGED1,1031,10300%$240.4K$238.3K-$2.0K2026-11-02
Community Bank, N.A.
UNCHANGED1,1031,10300%$240.4K$238.3K-$2.0K2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED1,1021,10200%$240.2K$238.1K-$2.0K2026-10-09
MFA Wealth Advisors, LLC
UNCHANGED1,1001,10000%$239.7K$237.7K-$2.0K2026-10-07
Cap Partners, LLC
UNCHANGED1,0981,09800%$239.3K$237.3K-$2.0K2026-10-19
Sicart Associates LLC
UNCHANGED1,0931,09300%$238.2K$244.2K+$6.0K2026-10-29
Madden Securities Corp
UNCHANGED1,0851,08500%$236.5K$234.4K-$2.0K2026-10-27
William Mack & Associates, Inc.
NEW1,082—+1,082——$233.9K—2026-10-27
Barnes Dennig Private Wealth Management LLC
DECREASED1,0781,093-15-1%$238.2K$233.0K-$5.2K2026-10-30
First Bank & Trust
UNCHANGED1,0641,06400%$231.9K$229.9K-$2.0K2026-10-19
Hobart Private Capital, LLC
UNCHANGED1,0631,06300%$231.7K$229.7K-$2.0K2026-10-19
MFA Wealth Services
INCREASED1,0621,057+5+0%$230.4K$229.5K-$8872026-10-14
Western Pacific Wealth Management, LP
UNCHANGED1,0581,05800%$230.6K$228.6K-$2.0K2026-10-16
One Wealth Capital Management, LLC
DECREASED1,0561,811-755-42%$394.7K$228.2K-$166.5K2026-10-23
Centennial Wealth Advisory LLC
NEW1,053—+1,053——$227.6K—2026-10-16
Phoenix Wealth Advisors
UNCHANGED1,0501,05000%$228.8K$226.9K-$1.9K2026-11-03
MBA Advisors LLC
UNCHANGED1,0481,04800%$228.4K$226.5K-$1.9K2026-10-29
Flynn Zito Capital Management, LLC
UNCHANGED1,0471,04700%$228.2K$226.2K-$1.9K2026-11-04
Cambiar Investors LLC
DECREASED1,0462,942-1,896-64%$641.2K$226.0K-$415.1K2026-11-04
Capital City Trust Co
UNCHANGED1,0461,04600%$228.0K$226.0K-$1.9K2026-10-22
MBE Wealth Management, LLC
INCREASED1,0451,036+9+1%$225.8K$225.9K+$882026-10-26
Praetorian Wealth Management, Inc.
UNCHANGED1,0451,04500%$227.7K$225.8K-$1.9K2026-10-16
Higgins & Schmidt Wealth Strategies LLC
INCREASED1,0401,030+10+1%$224.5K$224.8K+$2552026-10-26
Biltmore Family Office, LLC
UNCHANGED1,0401,04000%$226.6K$224.7K-$1.9K2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED1,0401,04000%$226.6K$224.7K-$1.9K2026-10-07
Great Point Wealth Advisors, LLC
UNCHANGED1,0371,03700%$226.0K$224.1K-$1.9K2026-10-15
Spectrum Asset Management, Inc. (NB )
NEW1,034—+1,034——$223.4K—2026-10-19
Wealth Management Nebraska
INCREASED1,029956+73+8%$208.3K$222.5K+$14.1K2026-10-26
JGP Wealth Management, LLC
UNCHANGED1,0291,02900%$224.3K$222.3K-$1.9K2026-10-13
Briaud Financial Planning Inc
UNCHANGED1,0261,02600%$223.6K$221.7K-$1.9K2026-10-20
Centerpoint Advisors, LLC
NEW1,024—+1,024——$221—2026-11-05
Bullock Wealth Management Group
INCREASED1,0191,014+5+0%$220.5K$220.8K+$2782026-10-09
Petredis Investment Advisors LLC
DECREASED1,0121,040-28-3%$226.6K$218.7K-$8.0K2026-10-20
Sherman Asset Management, Inc.
DECREASED1,0101,013-30%$220.8K$218.3K-$2.5K2026-11-05
Gryphon Financial Partners LLC
UNCHANGED1,0021,00200%$218.4K$216.5K-$1.9K2026-11-04
Herbst Group, LLC
NEW1,000—+1,000——$216.1K—2026-10-20
Axim Planning & Wealth
DECREASED9991,105-106-10%$240.7K$215.9K-$24.8K2026-10-28
CLG LLC
INCREASED998944+54+6%$205.7K$215.6K+$9.9K2026-10-13
Rossmore Private Capital
UNCHANGED99499400%$216.6K$214.8K-$1.8K2026-10-27
Tortuga Wealth Management, Inc
UNCHANGED99199100%$216.1K$214.4K-$1.7K2026-10-27
Spinnaker Investment Group, LLC
DECREASED9901,033-43-4%$225.2K$213.9K-$11.3K2026-10-13
Foguth Wealth Management, Llc.
DECREASED9882,602-1,614-62%$564.5K$220.7K-$343.8K2026-10-19
Fort Washington Investment Advisors Inc
UNCHANGED98698600%$214.9K$213.1K-$1.8K2026-10-15
Radnor Capital Management, LLC
UNCHANGED98498400%$214.4K$212.6K-$1.8K2026-10-23
Palatine Hill Wealth Management, LLC
DECREASED9831,014-31-3%$221.0K$212.4K-$8.6K2026-11-03
Berkeley, Inc
UNCHANGED98098000%$213.5K$211.8K-$1.7K2026-10-20
Strategic Wealth Investment Group, LLC
NEW979—+979——$211.5K—2026-10-29
SevenBridge Financial Group, LLC
UNCHANGED97997900%$219.6K$219.8K+$1962026-10-26
Visionary Horizons, LLC
INCREASED978976+2+0%$212.9K$211.4K-$1.4K2026-10-22
1834 Investment Advisors Co
UNCHANGED97697600%$212.7K$210.9K-$1.8K2026-10-16
Channel Wealth LLC
DECREASED9741,041-67-6%$226.9K$210.5K-$16.4K2026-11-06
Powell Investment Advisors, LLC
UNCHANGED97397300%$212.0K$210.2K-$1.8K2026-10-22
Sunesis Advisors, LLC
DECREASED970989-19-2%$215.5K$209.6K-$5.9K2026-10-26
Wilkins Miller Wealth Management, LLC
INCREASED970966+4+0%$210.5K$209.6K-$9402026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED96996900%$211.2K$209.4K-$1.8K2026-10-23
Aurora Private Wealth, Inc.
INCREASED966961+5+1%$209.0K$209-$208.8K2026-10-20
Mlp3, LLC
INCREASED966964+2+0%$210.1K$208.8K-$1.4K2026-10-22
Capital Planning LLC
UNCHANGED96696600%$210.5K$208.7K-$1.8K2026-10-09
Investment Planning Advisors, Inc.
NEW963—+963——$208.2K—2026-10-14
Liberty Atlantic Advisors LLC
NEW963—+963——$208.1K—2026-10-14
Sentinel Trust Co LBA
DECREASED963970-7-1%$211$208-$32026-11-03
Poinciana Advisors Group, LLC
DECREASED9561,105-149-13%$240.8K$206.6K-$34.2K2026-11-06
GGM Financial LLC
INCREASED956953+3+0%$207.7K$206.5K-$1.2K2026-11-05
Clearstead Trust, LLC
DECREASED954995-41-4%$216.8K$206.1K-$10.7K2026-11-06
Versant Capital Management, Inc
DECREASED9531,198-245-20%$261.2K$205.9K-$55.3K2026-10-02
Oxler Private Wealth LLC
INCREASED952947+5+1%$206.5K$205.6K-$8352026-10-21
Compass Financial Group, Inc
NEW944—+944——$204.0K—2026-10-13
Optima Capital LLC
INCREASED944941+3+0%$205.1K$204.0K-$1.1K2026-10-29
WestHill Financial Advisors, Inc.
UNCHANGED94294200%$205.3K$203.5K-$1.7K2026-10-14
Crown Wealth Group, LLC
UNCHANGED94194100%$205.1K$203.3K-$1.7K2026-10-19
Steinberganna Wealth Management
INCREASED940936+4+0%$204.0K$203.1K-$9772026-10-23
NovaPoint Capital, LLC
NEW931—+931——$201.2K—2026-10-22
Citizens & Northern Corp
NEW930—+930——$201.0K—2026-11-06
Washington Trust Bank
NEW929—+929——$200.7K—2026-11-03
Melfa Wealth Management, Inc.
INCREASED928927+1+0%$202.0K$200.4K-$1.6K2026-11-06
Five Oceans Advisors
DECREASED927928-10%$202.2K$200.2K-$1.9K2026-10-22
Petersen Hastings Wealth Advisors Inc.
UNCHANGED92692600%$201.8K$200.1K-$1.7K2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED92192100%$200.7K$208.7K+$7.9K2026-10-29
Alta Capital Management LLC/
NEW890—+890——$192.3K—2026-10-26
Chung Wu Investment Group, LLC
UNCHANGED89089000%$194.0K$192.3K-$1.6K2026-11-03
Valued Wealth Advisors LLC
UNCHANGED88388300%$192.4K$190.8K-$1.6K2026-11-05
Activest Wealth Management
DECREASED8591,009-150-15%$219.9K$185.5K-$34.4K2026-10-15
Pacifica Partners Inc.
UNCHANGED84484400%$185.0K$182.9K-$2.1K2026-10-09
Financial Network Wealth Advisors LLC
INCREASED829828+1+0%$180.5K$179.1K-$1.5K2026-10-28
Financial Freedom, LLC
NEW823—+823——$177.9K—2026-11-06
Wolff Wiese Magana LLC
INCREASED804788+16+2%$171.7K$173.7K+$2.0K2026-10-15
City Holding Co
DECREASED797806-9-1%$175.7K$172.2K-$3.4K2026-10-19
Coston, McIsaac & Partners
UNCHANGED79479400%$173.0K$171.8K-$1.2K2026-11-06
Arlington Trust Co LLC
UNCHANGED76876800%$167.4K$165.9K-$1.4K2026-10-20
Kingdom Financial Group Llc.
INCREASED746744+2+0%$162.1K$161.2K-$8542026-11-04
Carolina Wealth Advisors, LLC
INCREASED72110+711+7110%$2.2K$155.8K+$153.6K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7146,291-5,577-89%$1.4M$154.3K-$1.2M2026-10-14
Balance Wealth Partners LLC
NEW705—+705——$152.3K—2026-10-27
Y.D. More Investments Ltd
INCREASED701216+485+225%$47.1K$151.5K+$104.4K2026-11-02
West Paces Advisors Inc.
DECREASED6991,149-450-39%$250.4K$151.0K-$99.4K2026-10-13
EPG Wealth Management LLC
INCREASED691688+3+0%$150.0K$149.4K-$6662026-11-03
Towne Trust Company, N.a
INCREASED678135+543+402%$29.4K$146.5K+$117.1K2026-10-28
Legacy Bridge, LLC
DECREASED662671-9-1%$146.2K$143.0K-$3.2K2026-10-28
Arcadia Investment Advisors LLC
UNCHANGED65865800%$143.4K$142.2K-$1.2K2026-10-13
Three Bridge Wealth Advisors, LLC
NEW657—+657——$142.0K—2026-11-05
Hilton Head Capital Partners, LLC
INCREASED652649+3+0%$141.5K$140.8K-$7062026-10-23
Creative Capital Management Investments LLC
UNCHANGED65265200%$142.1K$140.9K-$1.2K2026-10-28
Entrust Financial LLC
INCREASED641638+3+0%$139.1K$138.5K-$5362026-11-04
Lynch Asset Management, Inc.
UNCHANGED63963900%$139.3K$138.1K-$1.2K2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED62662600%$136$135-$12026-10-13
Adirondack Trust Co
UNCHANGED62462400%$136.0K$134.8K-$1.2K2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED615607+8+1%$132.3K$132.9K+$6062026-10-20
Thompson Investment Management, Inc.
UNCHANGED61161100%$133.2K$132.0K-$1.1K2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED603474+129+27%$103.3K$130.3K+$27.0K2026-10-19
Chilton Capital Management LLC
NEW602—+602——$130.1K—2026-10-28
Evensky & Katz LLC
INCREASED591566+25+4%$123.0K$128-$122.9K2026-10-27
Fairway Wealth LLC
DECREASED554610-56-9%$132.9K$119.7K-$13.2K2026-10-30
Hoese & Co LLP
UNCHANGED53453400%$116.4K$115.4K-$9882026-10-21
Marquette Asset Management, LLC
UNCHANGED53453400%$116.4K$115.4K-$9882026-10-09
Canton Hathaway, LLC
UNCHANGED51551500%$112.2K$111.3K-$9532026-10-23
Livelsberger Financial Advisory
NEW504—+504——$108.9K—2026-10-28
Davis Capital Management
UNCHANGED48248200%$105.0K$104.2K-$8912026-10-08
Sellwood Investment Partners LLC
UNCHANGED47947900%$104.4K$103.5K-$8862026-11-03
DecisionPoint Financial, LLC
INCREASED469313+156+50%$68.0K$101.6K+$33.6K2026-10-27
Redwood Park Advisors LLC
UNCHANGED45645600%$99.4K$98.5K-$8442026-11-02
Hoey Investments, Inc
DECREASED450498-48-10%$108.5K$97.2K-$11.3K2026-10-29
Kimelman & Baird, LLC
UNCHANGED44144100%$96.1K$95.3K-$8162026-11-03
Piscataqua Savings Bank
UNCHANGED43743700%$95.2K$94.4K-$8092026-10-21
Independence Bank of Kentucky
INCREASED421152+269+177%$33.1K$91.0K+$57.8K2026-10-26
Hughes Financial Services, LLC
DECREASED406506-100-20%$110.3K$92.9K-$17.3K2026-10-30
Pflug Koory, LLC
INCREASED398397+1+0%$86.4K$86.1K-$3332026-10-26
Rydar Equities, Inc.
NEW397—+397——$86.6K—2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED37537500%$81.6K$81.1K-$5352026-10-13
3Chopt Investment Partners, LLC
UNCHANGED36936900%$80.4K$79.7K-$6822026-10-30
Hara Capital LLC
DECREASED365615-250-41%$134.0K$78.9K-$55.2K2026-10-30
Birchwood Financial Partners, Inc.
INCREASED364363+1+0%$79.0K$78.7K-$3052026-11-02
Southern Michigan Bank & Trust
UNCHANGED36136100%$78.7K$78.0K-$6682026-10-19
Physician Wealth Advisors, Inc.
DECREASED353517-164-32%$112.6K$76.3K-$36.3K2026-10-20
Pacific Center for Financial Services
UNCHANGED34334300%$74.8K$74.1K-$6342026-10-15
Clean Yield Group
UNCHANGED32932900%$71.7K$71.1K-$6092026-10-28
Strengthening Families & Communities, LLC
UNCHANGED30730700%$66.8K$66.2K-$5662026-10-21
Retirement Wealth Solutions LLC
INCREASED301299+2+1%$65.3K$65.0K-$2522026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED29429400%$64.1K$63.5K-$5432026-10-29
Ares Financial Consulting, LLC
UNCHANGED29329300%$63.9K$63.4K-$5242026-10-19
Morton Brown Family Wealth, LLC
DECREASED292315-23-7%$68.6K$63.1K-$5.5K2026-10-23
Concord Wealth Partners
DECREASED290292-2-1%$63.5K$62.7K-$8562026-11-02
Noble Wealth Management PBC
DECREASED289329-40-12%$71.7K$62.4K-$9.3K2026-10-01
Bear Mountain Capital, Inc.
UNCHANGED28328300%$61.9K$63.2K+$1.4K2026-11-04
Meriwether Wealth & Planning, LLC
NEW274—+274——$59.2K—2026-10-13
Financial Consulate, Inc
UNCHANGED27427400%$59.7K$59.2K-$5072026-10-23
American Capital Advisory, LLC
DECREASED270271-10%$59.1K$58.3K-$7182026-10-28
Compass Wealth Management LLC
NEW260—+260——$56.2K—2026-10-22
Vima LLC
UNCHANGED25325300%$55.1K$54.7K-$4682026-10-23
Kozak & Associates, Inc.
DECREASED250329-79-24%$71.4K$56.7K-$14.8K2026-10-29
Aspect Partners, LLC
INCREASED244207+37+18%$45.1K$52.7K+$7.6K2026-10-20
Avion Wealth
UNCHANGED23523500%$51.0K$50-$51.0K2026-11-04
Country Trust Bank
UNCHANGED23423400%$51.0K$50.6K-$4332026-10-30
Tradewinds Capital Management, LLC
DECREASED232254-22-9%$55.4K$50.1K-$5.3K2026-10-23
True Wealth Design, LLC
DECREASED232243-11-5%$53.0K$50.1K-$2.8K2026-10-13
SYM Financial Corp
DECREASED228259-31-12%$56.4K$49.3K-$7.2K2026-10-26
Byrne Asset Management LLC
INCREASED226225+1+0%$49.0K$49.0K-$602026-10-06
Eukles Asset Management
INCREASED22496+128+133%$20.9K$48.3K+$27.5K2026-11-04
Monetary Solutions, Ltd
UNCHANGED21121100%$46.0K$45.6K-$3902026-10-22
Atwood & Palmer Inc
UNCHANGED20820800%$45.3K$44.9K-$3852026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED205175+30+17%$38.0K$44-$38.0K2026-10-14
Sawyer & Company, Inc
UNCHANGED20420400%$44.5K$44.1K-$3782026-10-21
Transce3nd, LLC
INCREASED19579+116+147%$17.3K$43.9K+$26.5K2026-10-26
Peachtree Investment Partners, LLC
UNCHANGED19519500%$42.4K$42.0K-$3602026-11-05
Axiom Investment Management LLC
NEW190—+190——$41.1K—2026-11-03
Team Financial Group, LLC
NEW187—+187——$40.4K—2026-10-30
Citizens National Bank Trust Department
UNCHANGED18718700%$40.8K$40.4K-$3462026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED18718700%$40.7K$40.6K-$1582026-10-27
Luken Investment Analytics, LLC
UNCHANGED18318300%$39.9K$39.5K-$3382026-11-06
Nvwm, LLC
NEW180—+180——$38.9K—2026-10-14
Pittenger & Anderson Inc
INCREASED175168+7+4%$36.6K$37.8K+$1.2K2026-11-02
Cardinal Strategic Wealth Guidance
UNCHANGED17317300%$37.7K$37.4K-$3202026-11-02
Proathlete Wealth Management LLC
UNCHANGED17117100%$37.3K$36.9K-$3172026-10-15
Woodard & Co Asset Management Group Inc
INCREASED16387+76+87%$19.0K$35.2K+$16.3K2026-11-03
Edgemoor Investment Advisors, Inc.
NEW162—+162——$35.0K—2026-11-03
Your Advocates Ltd., LLP
UNCHANGED15515500%$33.8K$33.5K-$2872026-11-03
Mainstream Capital Management LLC
NEW145—+145——$31.3K—2026-10-23
Arvest Investments, Inc.
DECREASED137142-5-4%$30.9K$29.6K-$1.3K2026-10-21
Dorato Capital Management
UNCHANGED12712700%$27.8K$27.7K-$1262026-10-08
Networth Advisors, LLC
UNCHANGED12512500%$27.2K$27.1K-$1042026-11-03
Knuff & Co LLC
UNCHANGED12312300%$26.8K$26.6K-$2272026-11-06
Rosenberg Matthew Hamilton
UNCHANGED11711700%$25.5K$25.3K-$2172026-10-05
Albion Financial Group
UNCHANGED11711700%$25.5K$25.3K-$2162026-10-21
BankChampaign, National Association
DECREASED113114-1-1%$24.8K$24.4K-$4272026-10-19
Mascoma Wealth Management LLC
UNCHANGED11011000%$24.0K$23.9K-$932026-10-23
Rothwell Investment Advisors, LLC
NEW106—+106——$22.8K—2026-11-06
Viewpoint Capital Management LLC
UNCHANGED10010000%$21.8K$21.6K-$1852026-10-27
DeDora Capital, Inc.
NEW95—+95——$20.5K—2026-10-26
GoalVest Advisory LLC
UNCHANGED919100%$19.8K$19.7K-$1692026-10-02
Godsey & Gibb, Inc
DECREASED86118-32-27%$25.7K$18.6K-$7.1K2026-10-14
Bayban
UNCHANGED848400%$18.3K$18.3K$02026-11-05
Frankly Finances, LLC
UNCHANGED848400%$18.3K$18.2K-$1552026-10-28
PFC Capital Group, Inc.
UNCHANGED808000%$17$17.3K+$17.3K2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED787800%$17.0K$16.9K-$1452026-10-22
Pathway Financial Advisers, LLC
NEW74—+74——$16.0K—2026-10-27
Vision Financial Markets LLC
DECREASED6481-17-21%$17.5K$13.9K-$3.6K2026-10-22
PFS Partners, LLC
UNCHANGED616100%$13.3K$13.3K-$512026-10-21
Tower View Wealth Management LLC
UNCHANGED595900%$12.8K$12.8K-$492026-10-23
Yankcom Partnership
INCREASED5543+12+28%$9.4K$11.9K+$2.5K2026-10-15
Essential Investment Partners LLC
NEW53—+53——$11.5K—2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED505000%$10.8K$10.8K-$412026-11-04
Navigoe, LLC
UNCHANGED454500%$9$9$02026-11-04
Central Pacific Bank - Trust Division
UNCHANGED383800%$8.3K$8.2K-$702026-10-06
Clark Wealth Partners
UNCHANGED343400%$7.4K$7.3K-$632026-10-19
SRH Advisors, LLC
UNCHANGED343400%$7.4K$7.3K-$632026-10-22
Horizon Financial Services, LLC
UNCHANGED323200%$7.0K$6.9K-$592026-11-04
Addison Advisors LLC
UNCHANGED303000%$6.5K$6.5K-$552026-11-06
Rakuten Securities, Inc.
DECREASED2652-26-50%$11.3K$5.6K-$5.7K2026-11-02
Spurstone Advisory Services, LLC
DECREASED2428-4-14%$6.1K$5.2K-$8862026-11-02
Sunrise Financial Services, LLC
UNCHANGED232300%$5.0K$5.0K-$422026-10-21
Fortis Group Advisors, LLC
UNCHANGED222200%$4.8K$4.8K-$402026-11-06
Hickory Point Bank & Trust
UNCHANGED202000%$4.4K$4.3K-$372026-10-01
Arjuna Capital
UNCHANGED171700%$3.7K$3.7K-$312026-11-03
Blume Capital Management, Inc.
UNCHANGED161600%$3.5K$3.5K-$292026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED151500%$3.1K$3.1K-$262026-10-07
Mountain Hill Investment Partners Corp.
UNCHANGED111100%$2.5K$2.5K-$102026-10-23
RHL Group, LLC
INCREASED101+9+900%$218$2.2K+$1.9K2026-11-04
Quaker Wealth Management, LLC
DECREASED611-5-45%$2.4K$1.3K-$1.1K2026-10-22
Heritage Family Offices, LLP
NEW2—+2——$433—2026-11-02
FDx Advisors, Inc.
CLOSED014,277-14,277-100%$3.1M$0-$3.1M2026-11-05
Ardent Capital Management, Inc.
CLOSED05,790-5,790-100%$1.3M$0-$1.3M2026-10-16
Central Valley Advisors, LLC
CLOSED04,150-4,150-100%$904.0K$0-$904.0K2026-10-27
Private Client Services, LLC
CLOSED03,982-3,982-100%$867.8K$0-$867.8K2026-10-02
Jefferies Financial Group Inc.
CLOSED03,665-3,665-100%$798.9K$0-$798.9K2026-11-05
Advisor Resource Council
CLOSED03,620-3,620-100%$794.4K$0-$794.4K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED03,058-3,058-100%$666.4K$0-$666.4K2026-11-03
Cambridge Advisors Inc.
CLOSED02,850-2,850-100%$621.1K$0-$621.1K2026-10-19
Aerodigm Wealth, LLC
CLOSED01,823-1,823-100%$397.3K$0-$397.3K2026-10-16
Sensible Money, LLC
CLOSED01,671-1,671-100%$364.1K$0-$364.1K2026-10-20
Meridian Investment Counsel Inc.
CLOSED01,532-1,532-100%$333.9K$0-$333.9K2026-10-14
Succession Financial, Inc.
CLOSED01,378-1,378-100%$300.3K$0-$300.3K2026-10-14
Leading Edge Financial Planning LLC
CLOSED01,349-1,349-100%$294.0K$0-$294.0K2026-10-23
Core Wealth Management, Inc.
CLOSED01,344-1,344-100%$292.9K$0-$292.9K2026-10-22
Total Investment Management Inc
CLOSED01,085-1,085-100%$238.6K$0-$238.6K2026-10-22
B.O.S.S. Retirement Advisors, LLC
CLOSED01,045-1,045-100%$227.7K$0-$227.7K2026-10-26
Inscription Capital, LLC
CLOSED01,026-1,026-100%$223.7K$0-$223.7K2026-11-02
Financial Futures Ltd Liability Co.
CLOSED0977-977-100%$212.9K$0-$212.9K2026-10-13
Arkansas Financial Group, Inc.
CLOSED0969-969-100%$211.2K$0-$211.2K2026-10-26
PW Nova Financial Services LLC
CLOSED0937-937-100%$204.2K$0-$204.2K2026-10-15
SmartHarvest Portfolios, LLC
CLOSED0923-923-100%$201.1K$0-$201.1K2026-10-26
Tiller Private Wealth, Inc.
CLOSED0919-919-100%$200.3K$0-$200.3K2026-10-26
Invariant Investment Management
CLOSED0915-915-100%$200.8K$0-$200.8K2026-10-08
Commonwealth Retirement Investments LLC
CLOSED0810-810-100%$176.5K$0-$176.5K2026-10-26
Capitol Family Office, Inc.
CLOSED0715-715-100%$155.8K$0-$155.8K2026-10-13
Founders Capital Management
CLOSED0400-400-100%$87.2K$0-$87.2K2026-10-13
Cornerstone Planning Group LLC
CLOSED0348-348-100%$76.4K$0-$76.4K2026-10-16
Barclays PLC
CLOSED0219-219-100%$47.7K$0-$47.7K2026-11-06
Midway Capital Research & Management
CLOSED0187-187-100%$40.8K$0-$40.8K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED092-92-100%$20.0K$0-$20.0K2026-10-29
Investment Research & Advisory Group, Inc.
CLOSED078-78-100%$17.0K$0-$17.0K2026-10-19
Solstein Capital, LLC
CLOSED050-50-100%$10.9K$0-$10.9K2026-11-02
Smallwood Wealth Investment Management, LLC
CLOSED02-2-100%$435$0-$4352026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED000—$336.3K$378.3K+$42.1K2026-10-29
Bank of America Corp
N/A—134,456,813-134,456,813-100%$29.3B———
Jones Financial Companies Lllp
N/A—44,576,925-44,576,925-100%$9.7B———
Morgan Stanley
N/A—35,380,683-35,380,683-100%$7.7B———
Envestnet Asset Management Inc
N/A—23,134,608-23,134,608-100%$5.0B———
UBS Group AG
N/A—13,657,773-13,657,773-100%$3.0B———
Ameriprise Financial Inc
N/A—11,382,858-11,382,858-100%$2.5B———
Raymond James Financial Inc
N/A—9,022,251-9,022,251-100%$2.0B———
EP Wealth Advisors, LLC
N/A—8,979,182-8,979,182-100%$2.0B———
Wells Fargo & Company
N/A—8,715,764-8,715,764-100%$1.9B———
Cetera Investment Advisers
N/A—7,986,168-7,986,168-100%$1.7B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,864,026-6,864,026-100%$1.5B———
Captrust Financial Advisors
N/A—6,787,174-6,787,174-100%$1.5B———
Royal Bank of Canada
N/A—5,958,171-5,958,171-100%$1.3B———
Pathstone Holdings, LLC
N/A—5,221,598-5,221,598-100%$1.1B———
Mariner, LLC
N/A—4,957,163-4,957,163-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—4,787,110-4,787,110-100%$1.0B———
Betterment LLC
N/A—4,758,077-4,758,077-100%$1.0B———
FMR LLC
N/A—4,519,995-4,519,995-100%$985.0M———
Focus Partners Wealth
N/A—4,261,836-4,261,836-100%$928.8M———
JPMorgan Chase & Co
N/A—4,163,597-4,163,597-100%$910.3M———
SEI Investments Co
N/A—3,912,536-3,912,536-100%$852.7M———
HighTower Advisors, LLC
N/A—3,662,549-3,662,549-100%$798.2M———
Caisse de Depot ET Placement DU Quebec
N/A—3,511,326-3,511,326-100%$765.2M———
RWA Wealth Partners, LLC
N/A—3,499,691-3,499,691-100%$762.7M———
Moneta Group Investment Advisors LLC
N/A—3,442,447-3,442,447-100%$750.2M———
Goldman Sachs Group Inc
N/A—3,132,906-3,132,906-100%$682.8M———
Osaic Holdings, Inc.
N/A—2,853,732-2,853,732-100%$622.1M———
Cbiz Investment Advisory Services, LLC
N/A—2,701,704-2,701,704-100%$530.1M———
Cerity Partners LLC
N/A—1,970,185-1,970,185-100%$429.5M———
Stifel Financial Corp
N/A—1,818,811-1,818,811-100%$396.4M———
Beacon Pointe Advisors, LLC
N/A—1,508,278-1,508,278-100%$328.7M———
Baird Financial Group, Inc.
N/A—1,503,856-1,503,856-100%$327.7M———
Rockefeller Capital Management L.P.
N/A—1,483,132-1,483,132-100%$323.2M———
Lincoln National Corp
N/A—1,465,806-1,465,806-100%$319.4M———
MML Investors Services, LLC
N/A—1,420,885-1,420,885-100%$309.7M———
United Capital Financial Advisors, LLC
N/A—1,414,717-1,414,717-100%$308.4M———
Sanctuary Advisors, LLC
N/A—1,300,791-1,300,791-100%$283.5M———
Blair William & Co
N/A—1,232,497-1,232,497-100%$268.6M———
CIBC Bancorp USA Inc.
N/A—1,158,627-1,158,627-100%$252.7M———
Coldstream Capital Management Inc
N/A—1,134,483-1,134,483-100%$247.2M———
Alliancebernstein L.P.
N/A—1,119,341-1,119,341-100%$219.6M———
NewEdge Advisors, LLC
N/A—1,046,231-1,046,231-100%$228.0M———
SCS Capital Management LLC
N/A—992,941-992,941-100%$216.4M———
Members Trust Co
N/A—943,694-943,694-100%$205.7M———
Wellspring Financial Advisors, LLC
N/A—903,424-903,424-100%$15.0M———
Systematic Alpha Investments, LLC
N/A—894,868-894,868-100%$195.0M———
Gotham Asset Management, LLC
N/A—875,457-875,457-100%$190.8M———
Equitable Holdings, Inc.
N/A—845,551-845,551-100%$184.3M———
Sequoia Financial Advisors, LLC
N/A—815,425-815,425-100%$177.7M———
Saudi Central Bank
N/A—756,686-756,686-100%$164.9M———
BlackRock, Inc.
N/A—730,222-730,222-100%$159.1M———
Permanens Capital L.P.
N/A—728,513-728,513-100%$158.8M———
Strategies Wealth Advisors, LLC
N/A—726,738-726,738-100%$158.4M———
MAI Capital Management
N/A—719,031-719,031-100%$156.7M———
Private Advisor Group, LLC
N/A—696,736-696,736-100%$151.8M———
Partners Capital Investment Group, LLP
N/A—696,729-696,729-100%$151.8M———
Bank of Montreal
N/A—687,594-687,594-100%$149.8M———
Janney Montgomery Scott LLC
N/A—656,703-656,703-100%$143.1M———
Cary Street Partners Financial LLC
N/A—650,283-650,283-100%$141.7M———
Nepc LLC
N/A—648,293-648,293-100%$141.3M———
Orion Porfolio Solutions, LLC
N/A—643,614-643,614-100%$140.3M———
&partners
N/A—603,952-603,952-100%$131.6M———
Arax Advisory Partners
N/A—593,047-593,047-100%$129.2M———
IFC Advisors LLC
N/A—591,148-591,148-100%$128.8M———
Invictus Private Wealth, LLC
N/A—586,270-586,270-100%$127.8M———
BOK Financial Private Wealth, Inc.
N/A—582,494-582,494-100%$126.9M———
Mercer Global Advisors Inc
N/A—581,774-581,774-100%$126.8M———
Bleakley Financial Group, LLC
N/A—580,029-580,029-100%$126.4M———
Summit Financial, LLC
N/A—577,286-577,286-100%$125.8M———
Jupiter Topco LLC
N/A—538,421-538,421-100%$117.3M———
Natixis Advisors, LLC
N/A—532,440-532,440-100%$116.0M———
Euclidean Capital LLC
N/A—520,000-520,000-100%$113.3M———
CreativeOne Wealth, LLC
N/A—511,950-511,950-100%$111.6M———
Envestnet Portfolio Solutions, Inc.
N/A—487,653-487,653-100%$106.3M———
Bank of Hawaii
N/A—485,299-485,299-100%$105.8M———
Vanguard Advisers Inc
N/A—452,824-452,824-100%$98.7M———
Steward Partners Investment Advisory, LLC
N/A—434,881-434,881-100%$94.8M———
Stephens Inc
N/A—423,860-423,860-100%$92.4M———
Pasadena Private Wealth, LLC
N/A—412,598-412,598-100%$89.9M———
M&T Bank Corp
N/A—402,616-402,616-100%$87.7M———
Bessemer Group Inc
N/A—369,616-369,616-100%$80.6M———
Buffalo Business & Estate Services LTD
N/A—368,698-368,698-100%$80.4M———
CSM Advisors, LLC
N/A—367,088-367,088-100%$80.0M———
Advisors Capital Management, LLC
N/A—365,535-365,535-100%$79.7M———
Cresset Asset Management, LLC
N/A—343,447-343,447-100%$74.8M———
Wealthspire Advisors, LLC
N/A—337,510-337,510-100%$73.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—323,686-323,686-100%$70.5M———
Blue Edge Capital, LLC
N/A—315,681-315,681-100%$68.8M———
Tiaa Trust, National Association
N/A—298,886-298,886-100%$65.1M———
Waverly Advisors, LLC
N/A—298,743-298,743-100%$65.1M———
AQR Capital Management LLC
N/A—297,018-297,018-100%$64.7M———
Hirtle & Co., LLC
N/A—293,453-293,453-100%$64.0M———
Quest Investment Management LLC
N/A—284,636-284,636-100%$62.0M———
Cahill Financial Advisors Inc
N/A—283,723-283,723-100%$61.8M———
Marshall Wace, LLP
N/A—280,670-280,670-100%$61.2M———
Trustmark Bank Trust Department
N/A—280,219-280,219-100%$61.1M———
State Farm Mutual Automobile Insurance Co
N/A—267,809-267,809-100%$58.4M———
Baron Silver Stevens Financial Advisors, LLC
N/A—265,398-265,398-100%$57.8M———
Strategic Investment Advisors / MI
N/A—258,148-258,148-100%$56.3M———
Chaney Capital Management, Inc.
N/A—257,338-257,338-100%$56.1M———
Savvy Advisors, Inc.
N/A—254,013-254,013-100%$55.4M———
Northern Trust Corp
N/A—246,079-246,079-100%$53.6M———
NewEdge Wealth, LLC
N/A—241,853-241,853-100%$52.7M———
Oxford Financial Group, Ltd. LLC
N/A—241,470-241,470-100%$52.6M———
Jane Street Group, LLC
N/A—235,693-235,693-100%$51.4M———
Quantinno Capital Management LP
N/A—230,407-230,407-100%$50.2M———
Frisch Financial Group, Inc.
N/A—221,651-221,651-100%$48.3M———
Integrated Wealth Concepts LLC
N/A—220,816-220,816-100%$48.1M———
Golden Road Advisors LLC
N/A—220,555-220,555-100%$48.1M———
Ameritas Advisory Services, LLC
N/A—219,229-219,229-100%$47.8M———
Financial Engines Advisors L.L.C.
N/A—218,735-218,735-100%$47.7M———
FLC Capital Advisors
N/A—216,102-216,102-100%$47.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—215,062-215,062-100%$46.9M———
NI Acquisitions Company, LLC
N/A—209,922-209,922-100%$45.7M———
Global Retirement Partners, LLC
N/A—207,880-207,880-100%$45.3M———
Advisory Services Network, LLC
N/A—207,849-207,849-100%$45.3M———
Elm Partners Management LLC
N/A—206,603-206,603-100%$45.0M———
Nomura Asset Management Co LTD
N/A—206,200-206,200-100%$44.9M———
Financial Advisors Network, Inc.
N/A—193,041-193,041-100%$42.1M———
Glenmede Trust Co NA
N/A—191,778-191,778-100%$41.8M———
Federation des caisses Desjardins du Quebec
N/A—184,234-184,234-100%$40.2M———
Mosaic Family Wealth Partners, LLC
N/A—183,564-183,564-100%$40.0M———
Nwam LLC
N/A—180,719-180,719-100%$39.4M———
AE Wealth Management LLC
N/A—180,477-180,477-100%$39.3M———
Goldstone Financial Group, LLC
N/A—180,069-180,069-100%$39.2M———
MA Private Wealth
N/A—172,629-172,629-100%$37.6M———
First Manhattan Co. Llc.
N/A—171,366-171,366-100%$37.3M———
Tudor Investment Corp ET AL
N/A—168,168-168,168-100%$36.6M———
Modern Wealth Management, LLC
N/A—166,666-166,666-100%$36.3M———
Brown Advisory Inc
N/A—164,529-164,529-100%$35.9M———
Bragg Financial Advisors, Inc
N/A—164,170-164,170-100%$35.8M———
Nuveen, LLC
N/A—162,915-162,915-100%$35.5M———
Waterford Advisors, LLC
N/A—161,913-161,913-100%$35.3M———
Stratos Wealth Partners, Ltd.
N/A—159,733-159,733-100%$34.8M———
Principal Securities, Inc.
N/A—155,650-155,650-100%$33.9M———
Wealthspire Retirement, LLC
N/A—155,176-155,176-100%$33.8M———
Mutual Advisors, LLC
N/A—151,081-151,081-100%$32.9M———
First American Trust, FSB
N/A—149,984-149,984-100%$32.7M———
Vestmark Advisory Solutions, Inc.
N/A—149,816-149,816-100%$32.6M———
Freedom Investment Management, Inc.
N/A—148,914-148,914-100%$32.5M———
Impact Partnership Wealth, LLC
N/A—148,872-148,872-100%$32.4M———
Trustees of Dartmouth College
N/A—146,886-146,886-100%$32.0M———
FWG Holdings, LLC
N/A—145,104-145,104-100%$32.1M———
Granite Bay Wealth Management, LLC
N/A—141,718-141,718-100%$30.9M———
IMA Advisory Services, Inc.
N/A—139,739-139,739-100%$30.5M———
Dakota Wealth Management
N/A—139,506-139,506-100%$30.4M———
Hilltop Partners LLC
N/A—137,778-137,778-100%$30.0M———
TD Capital Management LLC
N/A—136,583-136,583-100%$29.8M———
Wealthspan Partners, LLC
N/A—135,058-135,058-100%$29.4M———
Great Valley Advisor Group, Inc.
N/A—130,769-130,769-100%$28.5M———
Focus Partners Advisor Solutions, LLC
N/A—130,734-130,734-100%$28.5M———
Arkadios Wealth Advisors
N/A—128,194-128,194-100%$27.9M———
Bridgewealth Advisory Group, LLC
N/A—128,153-128,153-100%$27.9M———
Harbour Investments, Inc.
N/A—127,337-127,337-100%$27.8M———
Star Financial Bank
N/A—124,166-124,166-100%$27.1M———
Sovereign Financial Group, Inc.
N/A—120,194-120,194-100%$26.2M———
Franklin Resources Inc
N/A—119,043-119,043-100%$25.9M———
LaSalle St. Investment Advisors, LLC
N/A—115,954-115,954-100%$25.3M———
Elite Financial, Inc.
N/A—115,821-115,821-100%$25.2M———
Oversea-Chinese Banking Corp Ltd
N/A—115,465-115,465-100%$25.2M———
Steelhead Wealth Management LLC
N/A—115,096-115,096-100%$25.1M———
Performance Wealth Partners, LLC
N/A—113,513-113,513-100%$24.7M———
Kingsview Wealth Management, LLC
N/A—113,253-113,253-100%$24.7M———
Matrix Private Capital Group LLC
N/A—111,904-111,904-100%$24.4M———
Aspen Wealth Strategies, LLC
N/A—110,634-110,634-100%$24.1M———
Campbell Deegan Wealth Management, LLC
N/A—109,127-109,127-100%$23.8M———
Segall Bryant & Hamill, LLC
N/A—104,817-104,817-100%$22.8M———
Strategic Investment Solutions, Inc.
N/A—104,302-104,302-100%$22.7M———
One Charles Private Wealth Services, LLC
N/A—104,141-104,141-100%$22.7M———
UBS Asset Management Americas LLC
N/A—102,593-102,593-100%$22.4M———
Jaffetilchin Investment Partners, LLC
N/A—99,107-99,107-100%$21.6M———
Highland Investment Advisors LLC
N/A—98,553-98,553-100%$21.5M———
QRG Capital Management, Inc.
N/A—96,753-96,753-100%$21.1M———
Commerce Bank
N/A—94,770-94,770-100%$20.7M———
Capital Analysts, LLC
N/A—93,779-93,779-100%$20.4M———
Ellevest, Inc.
N/A—93,734-93,734-100%$13.8M———
DiPaolo Financial Group, Inc.
N/A—90,605-90,605-100%$19.7M———
Wealthfront Advisers LLC
N/A—90,125-90,125-100%$19.6M———
First National Bank of Omaha
N/A—89,635-89,635-100%$19.5M———
Benjamin Edwards Inc
N/A—89,553-89,553-100%$19.5M———
Pure Financial Advisors, LLC
N/A—88,114-88,114-100%$19.2M———
World Investment Advisors
N/A—86,380-86,380-100%$18.0M———
Ancora Advisors LLCA
N/A—85,983-85,983-100%$18.7M———
Nicolet Bankshares Inc
N/A—84,960-84,960-100%$18.6M———
Essex Financial Services, Inc.
N/A—84,871-84,871-100%$18.5M———
IFG Advisory, LLC
N/A—83,946-83,946-100%$18.3M———
Plum Street Advisors, LLC
N/A—82,745-82,745-100%$18.0M———
Bruce G. Allen Investments, LLC
N/A—81,761-81,761-100%$17.8M———
Berger Financial Group, Inc
N/A—81,743-81,743-100%$17.8M———
IHT Wealth Management, LLC
N/A—80,284-80,284-100%$17.5M———
Smartleaf Asset Management LLC
N/A—79,955-79,955-100%$17.5M———
OneDigital Investment Advisors LLC
N/A—79,242-79,242-100%$17.3M———
Hopwood Nicholas Hunter
N/A—79,163-79,163-100%$17.3M———
Gladstone Institutional Advisory LLC
N/A—79,155-79,155-100%$17.3M———
Members Advisory Group LLC
N/A—78,490-78,490-100%$17.1M———
Threadgill Financial, LLC
N/A—78,198-78,198-100%$17.1M———
Kilter Group LLC
N/A—77,434-77,434-100%$16.9M———
Composition Wealth, LLC
N/A—76,163-76,163-100%$16.6M———
IEQ Capital, LLC
N/A—76,018-76,018-100%$16.6M———
Coastal Bridge Advisors, LLC
N/A—75,905-75,905-100%$16.5M———
Empowered Funds, LLC
N/A—74,194-74,194-100%$16.2M———
Mayport, LLC
N/A—72,444-72,444-100%$15.8M———
Payne Capital Management, LLC
N/A—72,361-72,361-100%$15.8M———
HTG Investment Advisors, Inc.
N/A—71,371-71,371-100%$15.6M———
Cercano Management LLC
N/A—69,120-69,120-100%$15.1M———
Boston Partners
N/A—69,109-69,109-100%$15.1M———
Ausdal Financial Partners, Inc.
N/A—68,789-68,789-100%$15.0M———
Gallagher Fiduciary Advisors, LLC
N/A—68,352-68,352-100%$14.9M———
Madden Advisory Services, Inc.
N/A—68,169-68,169-100%$14.9M———
Zhang Financial LLC
N/A—66,394-66,394-100%$14.5M———
Beacon Bridge Wealth Partners, LLC
N/A—65,893-65,893-100%$14.4M———
BlueStem Wealth Partners, LLC
N/A—65,820-65,820-100%$14.3M———
Family Manage LLC
N/A—65,762-65,762-100%$14.3M———
Pinnacle Financial Partners, Inc.
N/A—65,273-65,273-100%$14.2M———
O'shaughnessy Asset Management, LLC
N/A—64,957-64,957-100%$14.2M———
Macro Advisors, Inc.
N/A—64,836-64,836-100%$14.1M———
VSM Wealth Advisory, LLC
N/A—63,154-63,154-100%$13.8M———
Wealth Management Strategies, Inc.
N/A—63,061-63,061-100%$13.7M———
Meramec Financial Planners, LLC
N/A—63,038-63,038-100%$14.0M———
Cascades Capital Asset Management, LLC
N/A—62,880-62,880-100%$13.7M———
Peak Retirement Planning, Inc.
N/A—62,479-62,479-100%$13.6M———
One Capital Management, LLC
N/A—62,034-62,034-100%$12.2M———
Northstar Group, Inc.
N/A—61,837-61,837-100%$13.5M———
Integrity Wealth Solutions LLC
N/A—61,483-61,483-100%$13.4M———
American Investment Services, Inc.
N/A—60,000-60,000-100%$13.1M———
Snowden Capital Advisors LLC
N/A—59,895-59,895-100%$13.1M———
Perennial Investment Advisors, LLC
N/A—59,265-59,265-100%$12.9M———
Quotient Wealth Partners, LLC
N/A—59,183-59,183-100%$12.9M———
Keystone Financial Group
N/A—59,136-59,136-100%$12.9M———
Kovack Advisors, Inc.
N/A—58,639-58,639-100%$12.8M———
SouthState Bank Corp
N/A—57,869-57,869-100%$12.6M———
Red Wave Investments LLC
N/A—56,880-56,880-100%$12.4M———
Prestige Wealth Management Group LLC
N/A—54,640-54,640-100%$11.9M———
MTC Wealth Management LLC
N/A—54,553-54,553-100%$11.9M———
Chilton Investment Co Inc.
N/A—54,453-54,453-100%$11.9M———
Advisors Preferred, LLC
N/A—53,400-53,400-100%$11.7M———
Bravera Wealth
N/A—53,159-53,159-100%$11.6M———
Per Stirling Capital Management, Llc.
N/A—53,101-53,101-100%$11.6M———
LeClair Wealth Partners LLC
N/A—52,383-52,383-100%$11.4M———
Carter Financial, LLC
N/A—52,230-52,230-100%$11.4M———
Vestwell Advisors, LLC
N/A—52,197-52,197-100%$11.4M———
Huntington National Bank
N/A—51,615-51,615-100%$11.2M———
Prairieview Wealth Partners, LLC
N/A—51,409-51,409-100%$11.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—51,084-51,084-100%$11.1M———
Common Fund for Nonprofit Organizations
N/A—51,021-51,021-100%$11.1M———
BTC Capital Management, Inc.
N/A—50,516-50,516-100%$11.0M———
Horizon Bancorp Inc
N/A—50,424-50,424-100%$11.0M———
Duncan Williams Asset Management, LLC
N/A—49,849-49,849-100%$10.9M———
Mrwm Advisors, LLC
N/A—49,467-49,467-100%$10.8M———
Lansing Street Advisors
N/A—49,439-49,439-100%$10.8M———
ArchPoint Investors
N/A—48,767-48,767-100%$10.6M———
Kintra Wealth, LLC
N/A—48,764-48,764-100%$11.1M———
King Wealth Management Group
N/A—48,725-48,725-100%$10.6M———
JMG Financial Group, Ltd.
N/A—48,584-48,584-100%$10.6M———
Advyzon Investment Management, LLC
N/A—48,506-48,506-100%$10.6M———
Calydon Capital
N/A—48,151-48,151-100%$10.5M———
Bluespring Wealth Management, LLC
N/A—47,735-47,735-100%$10.4M———
Spreng Capital Management, Inc.
N/A—47,689-47,689-100%$10.4M———
Caprock Group, LLC
N/A—47,551-47,551-100%$10.4M———
Cavalier Investments, LLC
N/A—47,160-47,160-100%$10.3M———
Dravo BAY LLC
N/A—45,970-45,970-100%$10.0M———
Florida Financial Advisors, LLC
N/A—45,521-45,521-100%$9.9M———
Ballentine Partners, LLC
N/A—45,520-45,520-100%$9.9M———
Planning Alternatives LTD
N/A—44,913-44,913-100%$9.8M———
HighPoint Advisor Group LLC
N/A—44,908-44,908-100%$9.8M———
Tidal Investments LLC
N/A—43,872-43,872-100%$9.6M———
TPG Financial Advisors, LLC
N/A—42,249-42,249-100%$9.2M———
Alexander Labrunerie & Co., Inc.
N/A—42,166-42,166-100%$9.2M———
Integrated Wealthcare, LLC
N/A—42,137-42,137-100%$9.2M———
Cary Street Partners Investment Advisory LLC
N/A—42,025-42,025-100%$9.2M———
Summit Trail Advisors, LLC
N/A—41,815-41,815-100%$9.1M———
Investment Advisory Group, LLC
N/A—41,595-41,595-100%$9.1M———
Wealthedge Investment Advisors, LLC
N/A—41,088-41,088-100%$9.0M———
Western Wealth Management, LLC
N/A—40,527-40,527-100%$8.8M———
Gateway Wealth Partners, LLC
N/A—40,513-40,513-100%$8.8M———
Drucker Wealth 3.0, LLC
N/A—40,090-40,090-100%$8.7M———
Painted Porch Advisors LLC
N/A—40,007-40,007-100%$8.7M———
Xcelsior Advisor Partners LLC
N/A—39,071-39,071-100%$8.5M———
Vanguard National Trust Co
N/A—38,948-38,948-100%$8.5M———
Birnam Oak Advisors, LP
N/A—38,880-38,880-100%$8.5M———
Private Wealth Advisors, LLC
N/A—38,747-38,747-100%$8.4M———
Advocacy Wealth Management, LLC
N/A—38,480-38,480-100%$8.4M———
Pine Valley Investments Ltd Liability Co
N/A—37,841-37,841-100%$8.2M———
Payne Capital LLC
N/A—37,088-37,088-100%$8.1M———
Texas Yale Capital Corp.
N/A—36,876-36,876-100%$8.0M———
Foundations Investment Advisors, LLC
N/A—36,497-36,497-100%$8.0M———
Neuberger Berman Group LLC
N/A—36,442-36,442-100%$7.9M———
American Alpha Advisors, LLC
N/A—36,198-36,198-100%$7.9M———
Avant Capital LLC
N/A—36,131-36,131-100%$7.9M———
LifePlan Investment Advisors, Inc.
N/A—36,033-36,033-100%$7.9M———
Laraway Financial Advisors Inc
N/A—34,678-34,678-100%$7.6M———
Capital Advisor Network LLC
N/A—34,574-34,574-100%$7.5M———
Rothschild Wealth LLC
N/A—34,541-34,541-100%$7.5M———
Investor's Fiduciary Advisor Network, LLC
N/A—34,405-34,405-100%$7.5M———
Insigneo Advisory Services, LLC
N/A—33,920-33,920-100%$7.4M———
Erste Asset Management GmbH
N/A—33,800-33,800-100%$7.4M———
Johnson Investment Counsel Inc
N/A—33,754-33,754-100%$7.4M———
Cardiff Park Advisors, LLC
N/A—33,529-33,529-100%$7.3M———
Yarger Wealth Strategies, LLC
N/A—33,175-33,175-100%$7.3M———
Avise Financial Cooperative, Inc.
N/A—32,704-32,704-100%$7.1M———
Osborne Partners Capital Management, LLC
N/A—32,290-32,290-100%$7.0M———
Everpar Advisors LLC
N/A—31,436-31,436-100%$6.9M———
BNP Paribas Financial Markets
N/A—31,428-31,428-100%$6.8M———
Leo H. Evart, Inc.
N/A—31,350-31,350-100%$6.8M———
Clarity Financial LLC
N/A—31,268-31,268-100%$6.8M———
Talon Private Wealth, LLC
N/A—31,021-31,021-100%$6.8M———
Simmons Bank
N/A—30,776-30,776-100%$6.7M———
N.E.W. Advisory Services LLC
N/A—30,590-30,590-100%$6.7M———
Pallas Capital Advisors LLC
N/A—30,398-30,398-100%$6.6M———
Estate Counselors, LLC
N/A—30,323-30,323-100%$6.6M———
Atlas Capital Advisors Inc.
N/A—30,246-30,246-100%$6.6M———
Intellectus Partners, LLC
N/A—30,144-30,144-100%$6.6M———
Fiduciary Financial Advisors
N/A—30,038-30,038-100%$6.5M———
Integrated Investment Consultants, LLC
N/A—29,979-29,979-100%$6.5M———
Argent Trust Co
N/A—29,650-29,650-100%$6.5M———
Destination Wealth Management
N/A—29,169-29,169-100%$6.4M———
Continuum Advisory, LLC
N/A—28,993-28,993-100%$6.3M———
Intrinsic Value Partners, LLC
N/A—28,812-28,812-100%$6.3M———
BFC Planning, Inc.
N/A—27,803-27,803-100%$6.1M———
Independent Advisor Alliance
N/A—27,803-27,803-100%$6.1M———
Transcend Capital Advisors, LLC
N/A—27,746-27,746-100%$6.0M———
Dunhill Financial, LLC
N/A—27,197-27,197-100%$5.5M———
Novak & Powell Financial Services, Inc.
N/A—27,008-27,008-100%$5.9M———
Sound View Wealth Advisors Group, LLC
N/A—26,998-26,998-100%$5.9M———
IF Advisors, LLC
N/A—26,830-26,830-100%$5.8M———
Windward Private Wealth Management Inc.
N/A—26,772-26,772-100%$5.8M———
Wescap Management Group, Inc.
N/A—26,553-26,553-100%$5.8M———
Troutman Wealth Management, LLC
N/A—26,455-26,455-100%$5.8M———
Prospect Financial Services LLC
N/A—26,326-26,326-100%$5.7M———
Twin Focus Capital Partners, LLC
N/A—26,059-26,059-100%$5.7M———
Smith, Moore & Co.
N/A—25,749-25,749-100%$5.6M———
Arete Wealth Advisors, LLC
N/A—25,650-25,650-100%$5.6M———
Rehmann Capital Advisory Group
N/A—24,902-24,902-100%$5.4M———
Hall Capital Management Co Inc
N/A—24,827-24,827-100%$5.4M———
Kiley Juergens Wealth Management, LLC
N/A—24,721-24,721-100%$5.4M———
Maxele Advisors, LLC
N/A—24,710-24,710-100%$5.4M———
TAGStone Capital, Inc.
N/A—24,448-24,448-100%$5.3M———
Ehrenkranz Partners L.P.
N/A—24,387-24,387-100%$5.3M———
PCM Encore, LLC
N/A—24,079-24,079-100%$5.2M———
Johnson Financial Group, Inc.
N/A—24,064-24,064-100%$5.2M———
OneAscent Financial Services LLC
N/A—24,015-24,015-100%$5.2M———
Birchcreek Wealth Management, LLC
N/A—23,533-23,533-100%$5.1M———
NorthStar Asset Management LLC
N/A—23,163-23,163-100%$5.0M———
National Philanthropic Trust
N/A—23,076-23,076-100%$5.0M———
Midwestern Financial, LLC
N/A—22,887-22,887-100%$5.0M———
Syon Capital LLC
N/A—22,831-22,831-100%$5.0M———
Magnolia Capital Advisors LLC
N/A—22,756-22,756-100%$5.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—22,632-22,632-100%$4.9M———
Waddell & Associates, LLC
N/A—22,423-22,423-100%$4.9M———
Main Street Financial Solutions, LLC
N/A—22,245-22,245-100%$4.8M———
Pacific Financial Group Inc
N/A—22,205-22,205-100%$4.8M———
VeraBank, N.A.
N/A—22,138-22,138-100%$4.8M———
Cascade Wealth Advisors, Inc
N/A—22,022-22,022-100%$4.9M———
Goodman Financial Corp
N/A—21,880-21,880-100%$4.8M———
Amara Financial, Llc.
N/A—21,823-21,823-100%$4.8M———
Broadleaf Partners, LLC
N/A—21,796-21,796-100%$4.8M———
Wescott Financial Advisory Group, LLC
N/A—21,757-21,757-100%$4.7M———
Compass Advisory Group LLC
N/A—21,511-21,511-100%$4.7M———
Curi Capital, LLC
N/A—21,296-21,296-100%$4.6M———
Dorsey & Whitney Trust Co LLC
N/A—21,255-21,255-100%$4.6M———
Paces Ferry Wealth Advisors, LLC
N/A—21,253-21,253-100%$4.6M———
Nicholson Meyer Capital Management, Inc.
N/A—21,178-21,178-100%$4.6M———
Strategic Financial Concepts, LLC
N/A—20,972-20,972-100%$4.6M———
Prostatis Group LLC
N/A—20,867-20,867-100%$4.5M———
Disciplined Investments, LLC
N/A—20,804-20,804-100%$4.5M———
Aptus Capital Advisors, LLC
N/A—20,789-20,789-100%$4.5M———
Geneos Wealth Management Inc.
N/A—20,787-20,787-100%$4.5M———
Sonoma Allocations LLC
N/A—20,527-20,527-100%$4.5M———
Wilson & Boucher Capital Management, LLC
N/A—20,491-20,491-100%$4.5M———
Seeds Investor LLC
N/A—20,091-20,091-100%$4.4M———
Tobias Financial Advisors, Inc.
N/A—19,650-19,650-100%$4.3M———
Empower Advisory Group, LLC
N/A—19,645-19,645-100%$4.3M———
Prosperity Consulting Group, LLC
N/A—19,623-19,623-100%$4.3M———
Planwiser Financial, LLC
N/A—19,347-19,347-100%$4.2M———
SHP Wealth Management
N/A—19,140-19,140-100%$4.2M———
Anchor Investment Management, LLC
N/A—18,770-18,770-100%$4.1M———
Hexagon Capital Partners LLC
N/A—18,740-18,740-100%$4.1M———
Silver OAK Securities, Incorporated
N/A—18,569-18,569-100%$4.0M———
Blom & Howell Financial Planning, Inc.
N/A—18,565-18,565-100%$4.0M———
Tocqueville Asset Management L.P.
N/A—18,331-18,331-100%$4.0M———
Fourth Dimension Wealth, LLC
N/A—18,323-18,323-100%$4.0M———
Belpointe Asset Management LLC
N/A—18,284-18,284-100%$4.0M———
Stonebridge Financial Group, LLC / MO
N/A—18,056-18,056-100%$3.9M———
Tacita Capital Inc
N/A—17,958-17,958-100%$3.9M———
Cloud Capital Management, LLC
N/A—17,945-17,945-100%$3.9M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—17,899-17,899-100%$3.9M———
Francis Financial, Inc.
N/A—17,870-17,870-100%$3.9M———
Transamerica Financial Advisors, LLC
N/A—17,422-17,422-100%$3.8M———
PFG Investments, LLC
N/A—17,312-17,312-100%$3.8M———
WealthShield Partners, LLC
N/A—17,303-17,303-100%$3.8M———
SG Americas Securities, LLC
N/A—17,289-17,289-100%$3.8M———
Thoroughbred Financial Services, LLC
N/A—17,283-17,283-100%$3.8M———
Barnes Pettey Financial Advisors, LLC
N/A—17,004-17,004-100%$3.7M———
Capstone Investment Advisors, LLC
N/A—16,701-16,701-100%$3.6M———
Strategic Financial Partners, Ltd.
N/A—16,672-16,672-100%$3.6M———
LM Advisors LLC
N/A—16,586-16,586-100%$3.6M———
Callan Family Office, LLC
N/A—16,418-16,418-100%$3.6M———
Mayflower Financial Advisors, LLC
N/A—16,390-16,390-100%$3.6M———
SageView Advisory Group, LLC
N/A—16,252-16,252-100%$3.5M———
Sollinda Capital Management LLC
N/A—15,971-15,971-100%$3.5M———
Atlantic Union Bankshares Corp
N/A—15,708-15,708-100%$3.4M———
Keyvantage Wealth, LLC
N/A—15,680-15,680-100%$3.4M———
Kelman-Lazarov, Inc.
N/A—15,531-15,531-100%$3.4M———
Summit Wealth & Retirement Planning, Inc.
N/A—15,498-15,498-100%$3.4M———
Aspen Grove Capital, LLC
N/A—15,457-15,457-100%$3.4M———
Advisory Alpha, LLC
N/A—15,410-15,410-100%$3.4M———
Mokan Wealth Management Inc.
N/A—15,301-15,301-100%$3.3M———
Range Advisory, LLC
N/A—15,146-15,146-100%$3.3M———
Invst, LLC
N/A—14,972-14,972-100%$3.3M———
Private Wealth Asset Management, LLC
N/A—14,906-14,906-100%$3.2M———
Liberty Wealth Management LLC
N/A—14,893-14,893-100%$2.9M———
Genesis Financial Group, LLC
N/A—14,858-14,858-100%$3.2M———
Walter & Keenan Wealth Management LLC
N/A—14,622-14,622-100%$3.2M———
Theory Financial LLC
N/A—14,542-14,542-100%$3.2M———
Veridan Wealth LLC
N/A—14,515-14,515-100%$3.2M———
Rockbridge Investment Management, LCC
N/A—14,464-14,464-100%$3.2M———
United Bank
N/A—14,357-14,357-100%$3.1M———
Keel Point, LLC
N/A—14,306-14,306-100%$3.1M———
MOR Wealth Management, LLC
N/A—14,287-14,287-100%$3.1M———
McCartney Wealth Management LLC
N/A—14,232-14,232-100%$3.1M———
Susquehanna International Group, LLP
N/A—14,138-14,138-100%$3.1M———
Centaurus Financial, Inc.
N/A—14,075-14,075-100%$3.1M———
Alta Wealth Advisors LLC
N/A—14,034-14,034-100%$3.1M———
LRI Investments, LLC
N/A—14,028-14,028-100%$3.1M———
SlateStone Wealth, LLC
N/A—14,009-14,009-100%$3.1M———
ST Germain D J Co Inc
N/A—13,882-13,882-100%$3.0M———
Flputnam Investment Management Co
N/A—13,552-13,552-100%$3.0M———
Aimz Investment Advisors, LLC
N/A—13,484-13,484-100%$2.9M———
Tradition Wealth Management, LLC
N/A—13,334-13,334-100%$2.9M———
Strive Financial Group,LLC
N/A—13,147-13,147-100%$2.9M———
WCG Wealth Advisors LLC
N/A—12,953-12,953-100%$2.8M———
Howe & Rusling Inc
N/A—12,781-12,781-100%$2.8M———
RiverFront Investment Group, LLC
N/A—12,729-12,729-100%$2.8M———
Fiduciary Trust Co
N/A—12,594-12,594-100%$2.7M———
Webster Bank, N. A.
N/A—12,586-12,586-100%$2.7M———
SOA Wealth Advisors, Llc.
N/A—12,505-12,505-100%$2.7M———
Meeder Advisory Services, Inc.
N/A—12,321-12,321-100%$2.7M———
Peapack Gladstone Financial Corp
N/A—12,288-12,288-100%$2.7M———
Freestone Capital Holdings, LLC
N/A—12,226-12,226-100%$2.7M———
Hilltop Holdings Inc.
N/A—12,199-12,199-100%$2.7M———
Pgim Custom Harvest LLC
N/A—12,149-12,149-100%$2.6M———
Precision Wealth Strategies, LLC
N/A—12,036-12,036-100%$2.6M———
Beaird Harris Wealth Management, LLC
N/A—12,019-12,019-100%$2.6M———
Cambria Investment Management, L.P.
N/A—11,977-11,977-100%$2.6M———
Choate Investment Advisors
N/A—11,953-11,953-100%$2.6M———
NorthRock Partners, LLC
N/A—11,908-11,908-100%$2.6M———
Becker Capital Management Inc
N/A—11,838-11,838-100%$2.6M———
Nalls Sherbakoff Group, LLC
N/A—11,769-11,769-100%$2.6M———
Topsail Wealth Management, LLC
N/A—11,734-11,734-100%$2.6M———
Keebeck Wealth Management
N/A—11,629-11,629-100%$2.5M———
Allie Family Office LLC
N/A—11,481-11,481-100%$2.5M———
Hanover Advisors Inc
N/A—11,353-11,353-100%$2.5M———
Everest Private Wealth
N/A—11,294-11,294-100%$2.5M———
Orcam Financial Group
N/A—11,278-11,278-100%$2.5M———
HSBC Holdings PLC
N/A—11,097-11,097-100%$2.4M———
Benningfield Financial Advisors, LLC
N/A—11,083-11,083-100%$2.4M———
AlTi Global, Inc.
N/A—10,977-10,977-100%$2.4M———
Regal Investment Advisors LLC
N/A—10,924-10,924-100%$2.4M———
Aristotle Capital Management, LLC
N/A—10,864-10,864-100%$2.4M———
Signal Tree Financial Partners LLC
N/A—10,857-10,857-100%$2.4M———
North Star Asset Management Inc
N/A—10,797-10,797-100%$2.4M———
Camarda Financial Advisors, LLC
N/A—10,646-10,646-100%$2.3M———
Coppell Advisory Solutions LLC
N/A—10,509-10,509-100%$2.0M———
Vident Advisory, LLC
N/A—10,388-10,388-100%$2.3M———
Keating Financial Advisory Services, Inc.
N/A—10,356-10,356-100%$2.3M———
Brown Brothers Harriman & Co
N/A—10,242-10,242-100%$2.2M———
FFT Wealth Management LLC
N/A—10,171-10,171-100%$2.2M———
Crews Bank & Trust
N/A—10,116-10,116-100%$2.2M———
Circle Wealth Management, LLC
N/A—10,101-10,101-100%$2.2M———
Colonial Trust Co / SC
N/A—10,071-10,071-100%$2.2M———
Graham Capital Management, L.P.
N/A—10,000-10,000-100%$2.2M———
Disciplined Investors, L.L.C.
N/A—9,942-9,942-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—9,853-9,853-100%$2.1M———
Millington Financial Advisors, LLC
N/A—9,792-9,792-100%$2.1M———
Leavell Investment Management, Inc.
N/A—9,770-9,770-100%$2.1M———
Wiser Advisor Group LLC
N/A—9,697-9,697-100%$2.1M———
Sonoma Private Wealth LLC
N/A—9,676-9,676-100%$2.1M———
Stokes Family Office, LLC
N/A—9,620-9,620-100%$2.1M———
Mason Investment Advisory Services, Inc.
N/A—9,603-9,603-100%$2.1M———
First Trust Advisors LP
N/A—9,523-9,523-100%$2.1M———
Rollins Financial Advisors, LLC
N/A—9,516-9,516-100%$2.1M———
Clark Capital Management Group, Inc.
N/A—9,504-9,504-100%$2.1M———
Synergy Investment Management, LLC
N/A—9,497-9,497-100%$2.1M———
Planning Directions Inc
N/A—9,457-9,457-100%$2.1M———
TFR Capital, Llc.
N/A—9,413-9,413-100%$2.1M———
Capital Group Private Client Services, Inc.
N/A—9,411-9,411-100%$2.1M———
WealthTrak Capital Management LLC
N/A—9,353-9,353-100%$2.0M———
Investors Portfolio Services LLC
N/A—9,255-9,255-100%$2.0M———
Scotia Capital Inc.
N/A—9,230-9,230-100%$2.0M———
American Trust
N/A—9,207-9,207-100%$2.0M———
Atlas Legacy Advisors, LLC
N/A—9,121-9,121-100%$2.0M———
Pine Harbor Wealth Management, LLC
N/A—9,088-9,088-100%$2.0M———
Wick Capital Partners, LLC
N/A—9,071-9,071-100%$2.0M———
Sandy Cove Advisors, LLC
N/A—9,069-9,069-100%$2.0M———
Medallion Wealth Advisors, LLC
N/A—8,961-8,961-100%$2.0M———
Daybright Advisory Services, Inc.
N/A—8,956-8,956-100%$2.0M———
Cozad Asset Management Inc
N/A—8,731-8,731-100%$1.9M———
Davis R M Inc
N/A—8,659-8,659-100%$1.9M———
WNY Asset Management, LLC
N/A—8,619-8,619-100%$1.9M———
Brand Asset Management Group, Inc.
N/A—8,438-8,438-100%$1.8M———
Graney & King, LLC
N/A—8,396-8,396-100%$1.9M———
VestGen Investment Management
N/A—8,335-8,335-100%$1.8M———
Lifeworks Advisors, LLC
N/A—8,311-8,311-100%$1.8M———
Spartan Wealth Advisory Services LLC
N/A—8,304-8,304-100%$1.8M———
Bridges Investment Management Inc
N/A—8,300-8,300-100%$1.8M———
Tiaa Wealth Investment Management LLC
N/A—8,260-8,260-100%$1.8M———
BBR Partners, LLC
N/A—8,177-8,177-100%$1.8M———
Causey Wealth LLC
N/A—8,035-8,035-100%$1.8M———
Ethos Financial Group, LLC
N/A—8,006-8,006-100%$1.8M———
Taylor Hoffman Capital Management LLC
N/A—7,862-7,862-100%$1.7M———
KEB Asset Management, LLC
N/A—7,846-7,846-100%$1.7M———
Proactive Wealth Strategies LLC
N/A—7,760-7,760-100%$1.7M———
Trailhead Planners LLC
N/A—7,723-7,723-100%$1.7M———
Wealth Alliance, LLC
N/A—7,663-7,663-100%$1.7M———
Klcm Advisors, Inc.
N/A—7,543-7,543-100%$1.6M———
Alteri Wealth LLC
N/A—7,360-7,360-100%$1.6M———
Liberty Square Wealth Partners LLC
N/A—7,273-7,273-100%$1.6M———
MJP Associates Inc
N/A—7,237-7,237-100%$1.6M———
Geometric Wealth Advisors
N/A—7,206-7,206-100%$1.6M———
Fort Sheridan Advisors LLC
N/A—7,177-7,177-100%$1.6M———
Mission Creek Capital Partners, Inc.
N/A—7,130-7,130-100%$1.6M———
Strathmore Capital Advisors, Inc.
N/A—7,120-7,120-100%$1.6M———
Camelot Portfolios, LLC
N/A—7,072-7,072-100%$1.5M———
Vanguard Personalized Indexing Management, LLC
N/A—6,982-6,982-100%$1.5M———
Ponta Wealth Partners, LLC
N/A—6,936-6,936-100%$1.5M———
Haverford Trust Co
N/A—6,848-6,848-100%$1.5M———
Lavaca Capital LLC
N/A—6,800-6,800-100%$1.5M———
Aspen Capital Management, LLC
N/A—6,712-6,712-100%$1.5M———
Vawter Financial, Ltd.
N/A—6,684-6,684-100%$1.5M———
Truepoint, Inc.
N/A—6,662-6,662-100%$1.5M———
Wimmer Associates 1, LLC
N/A—6,616-6,616-100%$1.4M———
Operose Advisors LLC
N/A—6,564-6,564-100%$1.4M———
Fortis Capital Advisors, LLC
N/A—6,557-6,557-100%$1.4M———
Venturi Wealth Management, LLC
N/A—6,541-6,541-100%$1.4M———
Permanent Capital Management, LP
N/A—6,480-6,480-100%$1.4M———
Rathbones Group PLC
N/A—6,461-6,461-100%$1.4M———
Foster & Motley Inc
N/A—6,458-6,458-100%$1.4M———
Bank OZK
N/A—6,368-6,368-100%$1.4M———
Silver Coast Investments LLC
N/A—6,341-6,341-100%$1.4M———
Maripau Wealth Management LLC
N/A—6,293-6,293-100%$1.4M———
Kapstone Financial Advisors LLC
N/A—6,249-6,249-100%$1.4M———
CVA Family Office, LLC
N/A—6,228-6,228-100%$1.4M———
Roberts Glore & Co Inc
N/A—6,220-6,220-100%$1.4M———
Bartlett & Co. Wealth Management LLC
N/A—6,203-6,203-100%$1.4M———
Smithfield Trust Co
N/A—6,198-6,198-100%$1.3M———
Tanglewood Legacy Advisors, LLC
N/A—6,137-6,137-100%$1.3M———
Colter Lewis Investment Partners LLC
N/A—6,136-6,136-100%$1.3M———
Teachers Insurance & Annuity Association of America
N/A—6,126-6,126-100%$1.3M———
Battery Global Advisors, LLC
N/A—6,113-6,113-100%$1.3M———
Parsonex Advisory Services, Inc.
N/A—6,081-6,081-100%$1.3M———
Advance Capital Management, Inc.
N/A—6,049-6,049-100%$1.3M———
Maridea Wealth Management LLC
N/A—5,991-5,991-100%$1.3M———
Calton & Associates, Inc.
N/A—5,987-5,987-100%$1.3M———
1ST Source Bank
N/A—5,982-5,982-100%$1.3M———
Evernest Financial Advisors, LLC
N/A—5,972-5,972-100%$1.3M———
Rather & Kittrell, Inc.
N/A—5,960-5,960-100%$1.3M———
Icon Wealth Advisors, LLC
N/A—5,916-5,916-100%$1.3M———
Compass Capital Corp
N/A—5,897-5,897-100%$1.3M———
Abbot Financial Management, Inc.
N/A—5,842-5,842-100%$1.3M———
Ally Invest Advisors Inc.
N/A—5,814-5,814-100%$1.3M———
Security National Bank of SO DAK
N/A—5,786-5,786-100%$1.3M———
Osprey Private Wealth LLC
N/A—5,757-5,757-100%$1.3M———
CIBC World Market Inc.
N/A—5,755-5,755-100%$1.3M———
Retirement Income Solutions, Inc
N/A—5,730-5,730-100%$1.1M———
Brave Asset Management Inc
N/A—5,719-5,719-100%$1.2M———
Petix & Botte Co
N/A—5,712-5,712-100%$1.2M———
Unconventional Investor, LLC
N/A—5,700-5,700-100%$1.2M———
MB Generational Wealth, LLC
N/A—5,667-5,667-100%$1.2M———
Aegis Wealth Management LLC
N/A—5,637-5,637-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—5,628-5,628-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—5,616-5,616-100%$1.2M———
Zacks Investment Management
N/A—5,537-5,537-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—5,535-5,535-100%$1.2M———
Bridgewater Advisors Inc.
N/A—5,525-5,525-100%$1.2M———
Libra Wealth LLC
N/A—5,518-5,518-100%$1.2M———
M3 Advisory Group, LLC
N/A—5,514-5,514-100%$1.2M———
Berkeley Capital Partners, LLC
N/A—5,502-5,502-100%$1.2M———
Two Sigma Investments, LP
N/A—5,500-5,500-100%$1.2M———
Patron Partners, LLC
N/A—5,476-5,476-100%$1.2M———
Rothschild Capital Partners, LLC
N/A—5,459-5,459-100%$1.2M———
Founders Financial Alliance, LLC
N/A—5,358-5,358-100%$1.2M———
Serenus Wealth Advisors, LLC
N/A—5,342-5,342-100%$1.2M———
Fidelis Capital Partners, LLC
N/A—5,320-5,320-100%$1.2M———
Robinhood Asset Management, LLC
N/A—5,281-5,281-100%$1.2M———
X-Square Capital, LLC
N/A—5,242-5,242-100%$1.1M———
Summit Wealth Partners, LLC
N/A—5,205-5,205-100%$1.1M———
Annandale Capital, LLC
N/A—5,187-5,187-100%$1.1M———
Copia Wealth Management
N/A—5,143-5,143-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—5,136-5,136-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—5,098-5,098-100%$1.1M———
Elgethun Capital Management
N/A—5,087-5,087-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,084-5,084-100%$1.1M———
Oak Wealth Advisors LLC
N/A—5,055-5,055-100%$1.1M———
Johnson Wealth Management, LLC
N/A—4,945-4,945-100%$1.1M———
Round Rock Advisors LLC
N/A—4,939-4,939-100%$1.1M———
First National Advisers, LLC
N/A—4,922-4,922-100%$1.1M———
Lumbard & Kellner, LLC
N/A—4,893-4,893-100%$1.1M———
Guardian Wealth Advisors, LLC / NC
N/A—4,887-4,887-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—4,858-4,858-100%$1.1M———
Allred Capital Management, LLC
N/A—4,844-4,844-100%$1.1M———
Quarry LP
N/A—4,839-4,839-100%$1.1M———
Shufro Rose & Co LLC
N/A—4,833-4,833-100%$1.1M———
Jackson, Grant Investment Advisers, Inc.
N/A—4,778-4,778-100%$1.0M———
Northwest Bancshares, Inc.
N/A—4,753-4,753-100%$1.0M———
Alaska Wealth Advisors, LLC
N/A—4,745-4,745-100%$1.0M———
American Money Management, LLC
N/A—4,683-4,683-100%$1.0M———
Heritage Wealth Advisors
N/A—4,683-4,683-100%$1.0M———
Owen LaRue, LLC
N/A—4,666-4,666-100%$1.0M———
Fort Point Capital Partners LLC
N/A—4,655-4,655-100%$1.0M———
GWN Securities Inc.
N/A—4,645-4,645-100%$1.0M———
Investments & Financial Planning, LLC
N/A—4,644-4,644-100%$1.0M———
Whittier Trust Co of Nevada Inc
N/A—4,632-4,632-100%$1.0M———
Caitlin John, LLC
N/A—4,618-4,618-100%$1.0M———
National Bank of Canada
N/A—4,617-4,617-100%$1.0M———
Dearborn Partners LLC
N/A—4,607-4,607-100%$1.0M———
Conservest Capital Advisors, Inc.
N/A—4,592-4,592-100%$1.0M———
Tradewinds, Llc.
N/A—4,575-4,575-100%$12.0M———
Caldwell Sutter Capital, Inc.
N/A—4,512-4,512-100%$983.3K———
Security National Bank of Sioux City Iowa
N/A—4,506-4,506-100%$982.0K———
Massachusetts Financial Services Co
N/A—4,432-4,432-100%$965.8K———
Roehl & Yi Investment Advisors, LLC
N/A—4,429-4,429-100%$965.2K———
Harris Associates L P
N/A—4,390-4,390-100%$956.7K———
FSA Advisors, Inc.
N/A—4,384-4,384-100%$955.1K———
Horizon Investment Services, LLC
N/A—4,373-4,373-100%$953.1K———
C M Bidwell & Associates LTD
N/A—4,359-4,359-100%$950.0K———
Mars Jewett Financial Group, Inc.
N/A—4,355-4,355-100%$949.1K———
Bogart Wealth, LLC
N/A—4,330-4,330-100%$943.6K———
Balyasny Asset Management L.P.
N/A—4,310-4,310-100%$939.3K———
Stelac Advisory Services LLC
N/A—4,274-4,274-100%$931.4K———
First National Bank & Trust Co of Newtown
N/A—4,259-4,259-100%$936.8K———
Madison Wealth Partners, Inc
N/A—4,190-4,190-100%$913.2K———
Twin City Private Wealth, LLC
N/A—4,165-4,165-100%$907.7K———
Passive Capital Management, Llc.
N/A—4,153-4,153-100%$793.1K———
Pacific Point Advisors, LLC
N/A—4,129-4,129-100%$899.8K———
Goepper Burkhardt LLC
N/A—4,106-4,106-100%$894.8K———
Parkwoods Wealth Partners, LLC
N/A—4,093-4,093-100%$892.0K———
Headinvest, LLC
N/A—4,081-4,081-100%$889.4K———
Balanced Rock Investment Advisors LLC
N/A—4,072-4,072-100%$887.4K———
Indie Asset Partners, LLC
N/A—4,056-4,056-100%$883.9K———
Edgestream Partners, L.P.
N/A—4,035-4,035-100%$879.3K———
GeoWealth Management, LLC
N/A—4,028-4,028-100%$877.7K———
Team Hewins, LLC
N/A—4,010-4,010-100%$873.9K———
Capital Advisors Inc
N/A—3,946-3,946-100%$859.9K———
Wellington-Altus USA Inc.
N/A—3,922-3,922-100%$769.5K———
Red Door Wealth Management, LLC
N/A—3,916-3,916-100%$853.5K———
Stratos Investment Management, LLC
N/A—3,877-3,877-100%$845.0K———
Capital Asset Managemnet, LLC
N/A—3,856-3,856-100%$840.4K———
One Wealth Advisors, LLC
N/A—3,851-3,851-100%$839.2K———
River Wealth Advisors LLC
N/A—3,841-3,841-100%$837.1K———
Hantz Financial Services, Inc.
N/A—3,807-3,807-100%$811———
Olde Wealth Management, LLC
N/A—3,762-3,762-100%$819.0K———
Kastel Capital Advisors, LLC
N/A—3,757-3,757-100%$737.1K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,741-3,741-100%$815.3K———
Fielder Capital Group LLC
N/A—3,665-3,665-100%$798.7K———
Westmount Partners, LLC
N/A—3,663-3,663-100%$798.3K———
Hartford Funds Management Co LLC
N/A—3,644-3,644-100%$794.1K———
FAS Wealth Partners, Inc.
N/A—3,639-3,639-100%$793.1K———
Next Capital Management LLC
N/A—3,637-3,637-100%$792.6K———
Richard W. Paul & Associates, LLC
N/A—3,635-3,635-100%$792.2K———
Planning Center, Inc.
N/A—3,523-3,523-100%$767.7K———
Proffitt & Goodson Inc
N/A—3,521-3,521-100%$767.3K———
JT Stratford LLC
N/A—3,510-3,510-100%$765.0K———
Snowwater Investment Partners, LLC
N/A—3,500-3,500-100%$762.8K———
Envision Financial Planning, LLC
N/A—3,476-3,476-100%$757.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,440-3,440-100%$749.7K———
Hobbs Group Advisors, LLC
N/A—3,395-3,395-100%$739.8K———
Monetary Management Group Inc
N/A—3,380-3,380-100%$736.6K———
Tilson Financial Group, Inc.
N/A—3,367-3,367-100%$733.9K———
Bradley Foster & Sargent Inc
N/A—3,363-3,363-100%$732.8K———
Fiducient Advisors LLC
N/A—3,362-3,362-100%$732.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,360-3,360-100%$732.3K———
VPR Management LLC
N/A—3,350-3,350-100%$730.1K———
EFG International AG
N/A—3,312-3,312-100%$721.8K———
Glen Eagle Advisors, LLC
N/A—3,311-3,311-100%$721.6K———
Axis Wealth Partners, LLC
N/A—3,293-3,293-100%$717.6K———
JMN Financial LLC
N/A—3,287-3,287-100%$716.4K———
Ranch Capital Advisors Inc.
N/A—3,279-3,279-100%$714.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,189-3,189-100%$695.3K———
Barnes Wealth Management Group, Inc
N/A—3,184-3,184-100%$693.9K———
PAX Financial Group, LLC
N/A—3,151-3,151-100%$686.7K———
Kera Capital Partners, Inc.
N/A—3,119-3,119-100%$679.7K———
Northstar Advisory Group, LLC
N/A—3,096-3,096-100%$674.7K———
Omnia Family Wealth, LLC
N/A—3,080-3,080-100%$671.2K———
Sequent Planning LLC
N/A—3,076-3,076-100%$670.3K———
CM Wealth Advisors LLC
N/A—3,048-3,048-100%$664.3K———
Legacy Financial Group LLC
N/A—3,032-3,032-100%$660.8K———
NCM Capital Management, LLC
N/A—3,022-3,022-100%$658.6K———
New Republic Capital, LLC
N/A—3,006-3,006-100%$655.0K———
Meridian Wealth Partners, LLC
N/A—3,001-3,001-100%$654.0K———
Tandem Financial, LLC
N/A—2,987-2,987-100%$651.0K———
Canal Capital Management, LLC
N/A—2,982-2,982-100%$649.8K———
Vantage Point Financial LLC
N/A—2,963-2,963-100%$645.7K———
Financial Gravity Companies, Inc.
N/A—2,950-2,950-100%$642.9K———
NorthCoast Asset Management LLC
N/A—2,948-2,948-100%$642.6K———
Spinnaker Trust
N/A—2,907-2,907-100%$633.5K———
Mosaic Financial Group, LLC
N/A—2,890-2,890-100%$630.0K———
Peak Planning Group, LLC
N/A—2,880-2,880-100%$627.7K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,870-2,870-100%$625.5K———
Bouchey Financial Group, Ltd.
N/A—2,864-2,864-100%$624.2K———
Cofg Advisors, LLC
N/A—2,862-2,862-100%$623.6K———
Blue Chip Partners, LLC
N/A—2,850-2,850-100%$621.1K———
Meridian Wealth Advisors, LLC
N/A—2,842-2,842-100%$619.3K———
Clarion Wealth Managment Partners, LLC
N/A—2,810-2,810-100%$612.5K———
Biondo Investment Advisors, LLC
N/A—2,793-2,793-100%$608.7K———
Tyche Wealth Partners LLC
N/A—2,788-2,788-100%$607.7K———
Evercore Wealth Management, LLC
N/A—2,773-2,773-100%$604.3K———
Synergy Financial Group, LTD
N/A—2,763-2,763-100%$602.2K———
Hill Investment Group Partners, LLC
N/A—2,750-2,750-100%$599.2K———
PCG Wealth Advisors, LLC
N/A—2,737-2,737-100%$596.5K———
Naviter Wealth, LLC
N/A—2,719-2,719-100%$592.6K———
Glassman Wealth Services
N/A—2,713-2,713-100%$591.3K———
Cannell & Spears LLC
N/A—2,709-2,709-100%$590.4K———
Fiduciary Group, LLC
N/A—2,708-2,708-100%$590.3K———
Rothschild Investment LLC
N/A—2,696-2,696-100%$587.5K———
First Commonwealth Financial Corp
N/A—2,675-2,675-100%$583.0K———
German American Bancorp, Inc.
N/A—2,669-2,669-100%$581.7K———
Rialto Wealth Management, LLC
N/A—2,660-2,660-100%$579.7K———
XTX Topco Ltd
N/A—2,658-2,658-100%$579.3K———
Spwm Advisors LLC
N/A—2,649-2,649-100%$577.2K———
Potomac Fund Management Inc
N/A—2,626-2,626-100%$572.3K———
Miller Capital Partners, Inc.
N/A—2,625-2,625-100%$572.1K———
Resolute Wealth Advisor, Inc.
N/A—2,613-2,613-100%$512.7K———
Heritage Trust Co
N/A—2,612-2,612-100%$569.2K———
Cladis Investment Advisory, LLC
N/A—2,600-2,600-100%$566.6K———
Hills Bank & Trust Co
N/A—2,597-2,597-100%$566.0K———
Ironwood Investment Counsel, LLC
N/A—2,529-2,529-100%$551.2K———
Portland Global Advisors LLC
N/A—2,525-2,525-100%$550.3K———
XP Advisory US, Inc.
N/A—2,520-2,520-100%$549.2K———
Ground Swell Capital, LLC
N/A—2,498-2,498-100%$544.4K———
Continental Investors Services, Inc.
N/A—2,487-2,487-100%$557.1K———
Ankerstar Wealth, LLC
N/A—2,482-2,482-100%$541.1K———
Capstone Financial Advisors, Inc.
N/A—2,482-2,482-100%$540.8K———
Petra Financial Advisors Inc
N/A—2,448-2,448-100%$533.5K———
Carr Financial Group Corp
N/A—2,445-2,445-100%$532.7K———
Fortis Capital Management LLC
N/A—2,441-2,441-100%$531.9K———
Safeguard Investment Advisory Group, LLC
N/A—2,435-2,435-100%$530.4K———
Roble, Belko & Company, Inc
N/A—2,433-2,433-100%$530.0K———
FWL Investment Management, LLC
N/A—2,407-2,407-100%$524.6K———
White Wing Wealth Management
N/A—2,386-2,386-100%$520.0K———
Prudent Investors Network, Inc.
N/A—2,367-2,367-100%$515.7K———
Cornerstone Financial Group, LLC
N/A—2,351-2,351-100%$512.4K———
Pennington Partners & Co., LLC
N/A—2,301-2,301-100%$501.4K———
Fidelis Wealth Advisors LLC
N/A—2,259-2,259-100%$406.8K———
Christine Messmer PC
N/A—2,253-2,253-100%$491.0K———
Farmers National Bank
N/A—2,235-2,235-100%$487.1K———
W1m Asset Management Ltd
N/A—2,206-2,206-100%$480.7K———
Orion Capital Management LLC
N/A—2,201-2,201-100%$479.7K———
Note Advisors, LLC
N/A—2,199-2,199-100%$479.2K———
Croban
N/A—2,187-2,187-100%$476.6K———
Brookwood Investment Group LLC
N/A—2,169-2,169-100%$472.7K———
Sfmg, LLC
N/A—2,163-2,163-100%$471.3K———
RED Reef Advisors LLC
N/A—2,121-2,121-100%$462.3K———
Atomic Invest LLC
N/A—2,108-2,108-100%$460.7K———
Lbmc Investment Advisors, LLC
N/A—2,101-2,101-100%$457.8K———
Comprehensive Money Management Services LLC
N/A—2,075-2,075-100%$452.2K———
O'rourke & Company, Inc
N/A—2,071-2,071-100%$451.4K———
Atlanta Consulting Group Advisors, LLC
N/A—2,064-2,064-100%$449.8K———
Applied Capital LLC
N/A—2,062-2,062-100%$449.3K———
TRB Wealth Management, LLC
N/A—2,057-2,057-100%$448.3K———
EWA, LLC
N/A—2,053-2,053-100%$447.5K———
Lakeridge Wealth Management LLC
N/A—2,047-2,047-100%$446.0K———
Cape COD Five Cents Savings Bank
N/A—2,036-2,036-100%$443.7K———
Raffa Wealth Management, LLC
N/A—2,014-2,014-100%$439.0K———
Ascent Advisors, LLC
N/A—2,002-2,002-100%$435.2K———
Capital International Investors
N/A—1,996-1,996-100%$436.4K———
Arrowroot Family Office, LLC
N/A—1,979-1,979-100%$431.2K———
Sanchez Levi Garrett
N/A—1,970-1,970-100%$429.3K———
Meadowbrook Advisors Group, LLC
N/A—1,954-1,954-100%$425.8K———
Emissary Wealth LLC
N/A—1,952-1,952-100%$425.4K———
SK Wealth Management, LLC
N/A—1,936-1,936-100%$435.6K———
DV Trading LLC
N/A—1,932-1,932-100%$421.0K———
Silvercrest Asset Management Group LLC
N/A—1,912-1,912-100%$416.7K———
Boreal Capital Management LLC
N/A—1,910-1,910-100%$416.2K———
Wealth Care LLC
N/A—1,907-1,907-100%$415.6K———
Stonebridge Financial Group, LLC
N/A—1,894-1,894-100%$412.0K———
Astoria Portfolio Advisors Llc.
N/A—1,890-1,890-100%$411.9K———
Capital World Investors
N/A—1,890-1,890-100%$413.2K———
Wrapmanager Inc
N/A—1,868-1,868-100%$407.1K———
Drake & Associates, LLC
N/A—1,865-1,865-100%$406.4K———
Motco
N/A—1,862-1,862-100%$405.8K———
Wharton Business Group, LLC
N/A—1,858-1,858-100%$404.9K———
Manhattan West Asset Management, LLC
N/A—1,848-1,848-100%$402.8K———
Rowlandmiller & Partners.adv
N/A—1,833-1,833-100%$399.5K———
Apriem Advisors
N/A—1,830-1,830-100%$398.9K———
Ameriflex Group, Inc.
N/A—1,801-1,801-100%$392.5K———
McNamara Financial Services, Inc.
N/A—1,793-1,793-100%$390.7K———
WealthTrust Axiom LLC
N/A—1,784-1,784-100%$388.8K———
Truvestments Capital LLC
N/A—1,773-1,773-100%$255.3K———
Arkos Global Advisors
N/A—1,760-1,760-100%$384.0K———
MidFirst Bank
N/A—1,729-1,729-100%$376.8K———
Fairview Capital Investment Management, LLC
N/A—1,703-1,703-100%$371.1K———
Ellenbecker Investment Group
N/A—1,685-1,685-100%$367.3K———
Prasad Wealth Partners, LLC
N/A—1,677-1,677-100%$365.5K———
Novus Advisors, LLC
N/A—1,661-1,661-100%$362.0K———
Torrey-Payne Wealth Management, LLC
N/A—1,658-1,658-100%$361.3K———
FSB Premier Wealth Management, Inc.
N/A—1,627-1,627-100%$354.5K———
Stock Yards Bank & Trust Co
N/A—1,610-1,610-100%$350.9K———
PYA Waltman Capital, LLC
N/A—1,605-1,605-100%$349.7K———
Wealth Advisors of Iowa, LLC
N/A—1,590-1,590-100%$346.6K———
Bank of the Bluegrass & Trust Co.
N/A—1,583-1,583-100%$342.1K———
Strategic Financial Services, Inc.
N/A—1,581-1,581-100%$344.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,580-1,580-100%$344.4K———
Navis Wealth Advisors, LLC
N/A—1,575-1,575-100%$343.1K———
Manning & Napier Advisors LLC
N/A—1,560-1,560-100%$341.0K———
Eldridge Investment Advisors, Inc.
N/A—1,558-1,558-100%$339.5K———
FourThought Financial Partners, LLC
N/A—1,520-1,520-100%$331.3K———
Resolute Wealth Strategies, LLC
N/A—1,506-1,506-100%$328.3K———
Hemenway Trust Co LLC
N/A—1,500-1,500-100%$326.9K———
Perissos Private Wealth Management, LLC
N/A—1,487-1,487-100%$324.0K———
Stonebridge Capital Advisors LLC
N/A—1,477-1,477-100%$321.9K———
Fortune Financial Advisors, LLC
N/A—1,475-1,475-100%$321.4K———
Vantus Wealth LLC
N/A—1,463-1,463-100%$318.8K———
Lazard Asset Management LLC
N/A—1,459-1,459-100%$318.0K———
Slagle Financial, LLC
N/A—1,449-1,449-100%$315.8K———
Millstone Evans Group, LLC
N/A—1,447-1,447-100%$315.3K———
Novare Capital Management LLC
N/A—1,440-1,440-100%$313.8K———
Allianz SE
N/A—1,430-1,430-100%$311.6K———
Hamilton Wealth, LLC
N/A—1,423-1,423-100%$310.1K———
Daniel Investment Group, Inc.
N/A—1,419-1,419-100%$309.3K———
PSI Advisors, LLC
N/A—1,417-1,417-100%$308.8K———
Pitcairn Wealth Advisors LLC
N/A—1,413-1,413-100%$308.1K———
L & S Advisors Inc
N/A—1,395-1,395-100%$304.1K———
Holderness Investments Co
N/A—1,385-1,385-100%$301.8K———
Vista Investment Management
N/A—1,383-1,383-100%$301.4K———
Gilbert & Cook, Inc.
N/A—1,372-1,372-100%$299.0K———
FCA Corp
N/A—1,368-1,368-100%$298.1K———
Marco Investment Management LLC
N/A—1,364-1,364-100%$297.3K———
JDM Financial Group LLC
N/A—1,341-1,341-100%$292.2K———
Cvfg LLC
N/A—1,338-1,338-100%$291.5K———
Ameritas Investment Partners, Inc.
N/A—1,337-1,337-100%$291.3K———
PW Advisors, LLC \ FL
N/A—1,329-1,329-100%$289.7K———
Trivium Point Advisory, LLC
N/A—1,326-1,326-100%$289.1K———
Atlas Wealth LLC
N/A—1,312-1,312-100%$285.9K———
Chesapeake Wealth Management
N/A—1,312-1,312-100%$285.9K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,310-1,310-100%$285.5K———
Jacobson & Schmitt Advisors, LLC
N/A—1,304-1,304-100%$284.2K———
First National Bank of Hutchinson
N/A—1,297-1,297-100%$282.7K———
Whittier Trust Co
N/A—1,288-1,288-100%$282.6K———
Forefront Wealth Partners, LLC
N/A—1,284-1,284-100%$279.9K———
JTC Employer Solutions Trustee Ltd
N/A—1,280-1,280-100%$279.0K———
Resolute Advisors LLC
N/A—1,276-1,276-100%$278.1K———
PlanVest Financial, Inc
N/A—1,275-1,275-100%$277.8K———
Morrissey Wealth Management, LLC
N/A—1,253-1,253-100%$272.3K———
MorganRosel Wealth Management, LLC
N/A—1,252-1,252-100%$272.8K———
Pettyjohn, Wood & White, Inc
N/A—1,250-1,250-100%$272.5K———
HHM Wealth Advisors, LLC
N/A—1,237-1,237-100%$269.6K———
Crux Wealth Advisors
N/A—1,214-1,214-100%$264.6K———
Satovsky Asset Management LLC
N/A—1,206-1,206-100%$262.8K———
Octavia Wealth Advisors, LLC
N/A—1,202-1,202-100%$262.0K———
South Plains Financial, Inc.
N/A—1,199-1,199-100%$261.3K———
Crewe Advisors LLC
N/A—1,179-1,179-100%$257.0K———
Alaethes Wealth, LLC
N/A—1,171-1,171-100%$255.2K———
Mainstay Capital Management LLC
N/A—1,166-1,166-100%$254.1K———
WJ Financial Advisors LLC
N/A—1,160-1,160-100%$252.9K———
Valley Financial Group, Inc.
N/A—1,159-1,159-100%$252.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,158-1,158-100%$252.4K———
Peak Asset Management, LLC
N/A—1,155-1,155-100%$251.7K———
Brooks, Moore & Associates, Inc.
N/A—1,146-1,146-100%$249.7K———
RB Capital Management, LLC
N/A—1,144-1,144-100%$249.3K———
Shelton Capital Management
N/A—1,138-1,138-100%$248.0K———
J. M. Brown & Associates Inc.
N/A—1,138-1,138-100%$248.0K———
OneAscent Wealth Management LLC
N/A—1,132-1,132-100%$246.6K———
Forum Private Client Group LLC
N/A—1,129-1,129-100%$246.0K———
Pandowealth. LLC
N/A—1,127-1,127-100%$245.7K———
Optimus Capital Advisors, LLC
N/A—1,124-1,124-100%$244.9K———
Byrne Financial Freedom, LLC
N/A—1,123-1,123-100%$244.7K———
Elevation Advisory Partners LLC
N/A—1,120-1,120-100%$242.9K———
Koss-Olinger Consulting, LLC
N/A—1,118-1,118-100%$243.7K———
Arcadia Wealth Management, Inc.
N/A—1,117-1,117-100%$243.4K———
Swan Capital LLC
N/A—1,115-1,115-100%$243.0K———
Traction Financial Partners, LLC
N/A—1,114-1,114-100%$242.8K———
Stonebrook Private Inc.
N/A—1,113-1,113-100%$242.6K———
Tumwater Wealth Management, LLC
N/A—1,107-1,107-100%$241.2K———
Beckerman Institutional, LLC
N/A—1,106-1,106-100%$241.0K———
Wealthquest Corp
N/A—1,102-1,102-100%$240.2K———
Cedarwood Wealth LLC
N/A—1,089-1,089-100%$237.3K———
Forefront Analytics, LLC
N/A—1,084-1,084-100%$236.3K———
Longview Financial Advisors LLC
N/A—1,082-1,082-100%$235.8K———
Tribridge Partners Financial LLC
N/A—1,080-1,080-100%$239.5K———
Empirical Asset Management, LLC
N/A—1,070-1,070-100%$233.2K———
Cadia Private Client LLC
N/A—1,066-1,066-100%$232.4K———
FreeGulliver LLC
N/A—1,062-1,062-100%$231.5K———
Intrust Bank NA
N/A—1,060-1,060-100%$231.0K———
First Foundation Advisors
N/A—1,049-1,049-100%$228.7K———
Stillwater Capital Advisors, LLC
N/A—1,045-1,045-100%$227.7K———
Claris Advisors, LLC / MO /
N/A—1,045-1,045-100%$227.8K———
SageGuard Financial Group, LLC
N/A—1,045-1,045-100%$227.8K———
Hayek Kallen Investment Management
N/A—1,044-1,044-100%$228.0K———
Napier Financial, LLC
N/A—1,037-1,037-100%$226.1K———
Ballast Advisors LLC
N/A—1,028-1,028-100%$224.0K———
Waterloo Capital, L.P.
N/A—1,023-1,023-100%$222.9K———
Valor Advisors LLC
N/A—1,023-1,023-100%$222.9K———
Ceeto Capital Group, LLC
N/A—1,019-1,019-100%$222.0K———
Wealthgarden F.S. LLC
N/A—1,003-1,003-100%$218.6K———
East Coast Asset Management, Llc.
N/A—1,002-1,002-100%$218.4K———
Vickerman Investment Advisors, Inc.
N/A—1,001-1,001-100%$218.1K———
Schnieders Capital Management, Llc.
N/A—982-982-100%$214.0K———
Navalign, LLC
N/A—976-976-100%$212.7K———
Kinetic Wealth Investment Advisors LLC
N/A—976-976-100%$212.6K———
Orographic Financial Advisors, LLC
N/A—975-975-100%$220———
Concorde Asset Management, LLC
N/A—974-974-100%$212.3K———
Rodgers Brothers Inc.
N/A—951-951-100%$207.3K———
MTM Financial Group, LLC
N/A—950-950-100%$207.0K———
HM Payson & Co
N/A—949-949-100%$206.8K———
Denver Wealth Management, Inc.
N/A—939-939-100%$204.5K———
Hancock Whitney Corp
N/A—933-933-100%$203.3K———
EQ LLC
N/A—929-929-100%$202.4K———
Measured Wealth Private Client Group, LLC
N/A—923-923-100%$201.1K———
Oxford Wealth Group, LLC
N/A—918-918-100%$200.2K———
JPL Wealth Management, LLC
N/A—894-894-100%$195.0K———
Pinney & Scofield, Inc.
N/A—841-841-100%$183.3K———
Banque Transatlantique SA
N/A—800-800-100%$174.3K———
Cornerstone Financial Management LLC
N/A—785-785-100%$171.1K———
Prudential PLC
N/A—750-750-100%$163.4K———
Osbon Capital Management LLC
N/A—734-734-100%$160.0K———
Corsicana & Co.
N/A—708-708-100%$154.3K———
Edmond de Rothschild Holding S.A.
N/A—707-707-100%$154.1K———
Walsh & Associates, LLC
N/A—702-702-100%$153.1K———
Morris Financial Concepts, Inc.
N/A—698-698-100%$152.1K———
Purpose Unlimited Inc.
N/A—695-695-100%$151.4K———
Vision Retirement, LLC
N/A—690-690-100%$150.4K———
Prosperity Bancshares Inc
N/A—687-687-100%$149.7K———
Investment Counsel Co of Nevada
N/A—685-685-100%$149.3K———
Park Place Capital Corp
N/A—684-684-100%$149.1K———
Bernard Wealth Management Corp.
N/A—642-642-100%$139.9K———
LGT Financial Advisors LLC
N/A—638-638-100%$139.0K———
Sachetta, LLC
N/A—623-623-100%$135.8K———
Quent Capital, LLC
N/A—623-623-100%$135.7K———
Accent Capital Management, LLC
N/A—600-600-100%$130.8K———
PIN OAK Investment Advisors Inc
N/A—585-585-100%$127.0K———
Basepoint Wealth LLC
N/A—583-583-100%$127.1K———
Integrity Financial Corp
N/A—530-530-100%$115.4K———
Paladin Advisory Group, LLC
N/A—493-493-100%$107.4K———
Silicon Valley Capital Partners
N/A—459-459-100%$100.1K———
Sittner & Nelson, LLC
N/A—443-443-100%$96.5K———
Horizon Investments, LLC
N/A—436-436-100%$95.0K———
1015 Capital Partners, LLC
N/A—411-411-100%$89.6K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$87.2K———
one8zero8, LLC
N/A—400-400-100%$87.2K———
Wallace Hart LLC
N/A—365-365-100%$79.5K———
Toews Corp
N/A—365-365-100%$79.5K———
Providence Capital Advisors, LLC
N/A—357-357-100%$77.8K———
WealthCollab, LLC
N/A—327-327-100%$71.2K———
Harborfront Financial Group LLC
N/A—312-312-100%$68.0K———
Ramirez Asset Management, Inc.
N/A—300-300-100%$65.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—274-274-100%$59.7K———
GW&K Investment Management, LLC
N/A—259-259-100%$56.0K———
Bellevue Asset Management, LLC
N/A—258-258-100%$56.4K———
Godfrey Financial Associates, Inc.
N/A—254-254-100%$55.4K———
Mark Sheptoff Financial Planning, LLC
N/A—251-251-100%$54.7K———
Hollencrest Capital Management
N/A—244-244-100%$53.2K———
Delos Wealth Advisors, LLC
N/A—238-238-100%$51.9K———
Mpwm Advisory Solutions, LLC
N/A—227-227-100%$49.5K———
Oakmont Advisory Group, LLC
N/A—210-210-100%$45.7K———
Frazier Financial Advisors, LLC
N/A—205-205-100%$44.7K———
EMC Capital Management
N/A—200-200-100%$44.0K———
Allied Private Wealth LLC
N/A—186-186-100%$40.5K———
Timbuktu Capital Management, LLC
N/A—185-185-100%$40.3K———
Cordant, Inc.
N/A—161-161-100%$35.1K———
Chesapeake Asset Management LLC
N/A—158-158-100%$34.4K———
CNB Bank
N/A—140-140-100%$30.5K———
Mcguire Capital Advisors Inc
N/A—133-133-100%$29.0K———
Westend Capital Management, LLC
N/A—130-130-100%$28.3K———
Front Row Advisors LLC
N/A—114-114-100%$25.7K———
Aventura Private Wealth, LLC
N/A—113-113-100%$24.6K———
Lowe Brockenbrough & Co Inc
N/A—112-112-100%$24.4K———
Riverview Trust Co
N/A—105-105-100%$22.9K———
Broadwater Capital Management LLC
N/A—100-100-100%$21.8K———
Field & Main Bank
N/A—98-98-100%$21.4K———
Regatta Research & Money Management
N/A—95-95-100%$20.6K———
1 North Wealth Services LLC
N/A—91-91-100%$19.8K———
Ross\johnson & Associates LLC
N/A—86-86-100%$18.7K———
Alerus Financial NA
N/A—82-82-100%$17.9K———
Pursuit Wealth Strategies, LLC
N/A—68-68-100%$14.8K———
Bollard Group LLC
N/A—56-56-100%$12———
Ogorek Anthony Joseph
N/A—56-56-100%$12———
ESL Trust Services, LLC
N/A—54-54-100%$11.8K———
Aviso Financial Inc.
N/A—52-52-100%$11.3K———
Rice Partnership, LLC
N/A—51-51-100%$11.1K———
VAN DEN Berg Management I, Inc
N/A—47-47-100%$10.2K———
HFM Investment Advisors, LLC
N/A—40-40-100%$8.7K———
Rexford Capital Inc
N/A—36-36-100%$7.8K———
Greykasell Wealth Strategies, Inc.
N/A—34-34-100%$7.3K———
Burnham & Co LLC
N/A—18-18-100%$3.9K———
Anchor Bay Capital, Inc.
N/A—12-12-100%$2.7K———
Colonial Trust Advisors
N/A—9-9-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$654———
Cheviot Value Management, LLC
N/A—3-3-100%$654———
Delta Asset Management LLC
N/A—2-2-100%$436———
Luminist Capital LLC
N/A—00—$7.6K———
Showing 2900 of 2900 institutions