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Vanguard Small-Cap ETF (VB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares1,989,569 from 2,021,950
Change-32,381 (-2%)
Value$566.0M (-$46.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares1,898,300 from 1,913,874
Change-15,574 (-1%)
Value$540.0M (-$40.1M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,153,365 from 1,178,370
Change-25,005 (-2%)
Value$328.1M (-$29.1M)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares1,105,834 from 1,478,793
Change-372,959 (-25%)
Value$314.6M (-$133.7M)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares956,540 from 938,568
Change+17,972 (+2%)
Value$272.1M (-$12.4M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares860,386 from 950,658
Change-90,272 (-9%)
Value$244.8M (-$43.4M)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares764,733 from 759,092
Change+5,641 (+1%)
Value$217.6M (-$12.5M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares647,856 from 659,527
Change-11,671 (-2%)
Value$184.3M (-$15.6M)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares621,985 from 653,239
Change-31,254 (-5%)
Value$176.9M (-$21.1M)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares612,355 from 600,979
Change+11,376 (+2%)
Value$174.2M (-$8.0M)
Filed 2026-10-28
Country Trust Bank
INCREASED
Shares540,639 from 534,925
Change+5,714 (+1%)
Value$153.8M (-$8.3M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares492,233 from 709,612
Change-217,379 (-31%)
Value$140.0M (-$75.1M)
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares469,034 from 462,685
Change+6,349 (+1%)
Value$133.4M (-$6.8M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares461,807 from 410,869
Change+50,938 (+12%)
Value$131.4M (+$6.8M)
Filed 2026-11-02
Fusion Family Wealth, LLC
INCREASED
Shares445,540 from 440,832
Change+4,708 (+1%)
Value$126.8M (-$9.9M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares393,159 from 412,889
Change-19,730 (-5%)
Value$111.8M (-$13.3M)
Filed 2026-10-30
Heartwood Wealth Advisors LLC
DECREASED
Shares382,477 from 383,312
Change-835 (0%)
Value$108.8M (-$7.4M)
Filed 2026-10-05
Catalyst Capital Advisors LLC
INCREASED
Shares378,885 from 354,954
Change+23,931 (+7%)
Value$107.8M (+$195.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares359,254 from 355,964
Change+3,290 (+1%)
Value$102.2K (-$107.8M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares317,348 from 302,910
Change+14,438 (+5%)
Value$90.3K (-$91.7M)
Filed 2026-10-26
Gibraltar Capital Management, Inc.
DECREASED
Shares276,640 from 281,100
Change-4,460 (-2%)
Value$78.7M (-$6.5M)
Filed 2026-10-27
Auto-Owners Insurance Co
INCREASED
Shares265,128 from 249,028
Change+16,100 (+6%)
Value$75.4M (-$59.1K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares261,454 from 247,593
Change+13,861 (+6%)
Value$75.2M (+$1.4M)
Filed 2026-10-13
Pittenger & Anderson Inc
INCREASED
Shares259,589 from 258,663
Change+926 (+0%)
Value$73.9M (-$4.6M)
Filed 2026-11-02
Center for Financial Planning, Inc.
DECREASED
Shares256,422 from 257,140
Change-718 (0%)
Value$72.9M (-$5.0M)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares249,063 from 242,540
Change+6,523 (+3%)
Value$70.9K (-$73.4M)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares231,974 from 229,713
Change+2,261 (+1%)
Value$66.0M (-$3.6M)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares225,634 from 219,403
Change+6,231 (+3%)
Value$64.2M (-$2.3M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares211,037 from 219,466
Change-8,429 (-4%)
Value$60.0M (-$6.5M)
Filed 2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED
Shares206,960 from 210,237
Change-3,277 (-2%)
Value$58.9M (-$4.8M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares206,939 from 204,425
Change+2,514 (+1%)
Value$58.9M (-$3.1M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares204,721 from 192,065
Change+12,656 (+7%)
Value$58.8M (+$2.2M)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares197,862 from 189,238
Change+8,624 (+5%)
Value$56.3M (-$1.1M)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares190,753 from 179,533
Change+11,220 (+6%)
Value$54.3M (-$152.7K)
Filed 2026-10-19
Ballast, Inc.
INCREASED
Shares189,208 from 184,845
Change+4,363 (+2%)
Value$53.8M (-$2.2M)
Filed 2026-10-20
Johnson Financial Group, LLC
INCREASED
Shares187,838 from 167,764
Change+20,074 (+12%)
Value$53.4M (+$2.6M)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares182,939 from 185,047
Change-2,108 (-1%)
Value$52.0M (-$4.0M)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares181,846 from 153,346
Change+28,500 (+19%)
Value$51.7M (+$5.3M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares177,255 from 169,243
Change+8,012 (+5%)
Value$50.4M (-$873.7K)
Filed 2026-10-23
AMG National Trust Bank
INCREASED
Shares175,140 from 165,626
Change+9,514 (+6%)
Value$49.8M (-$379.0K)
Filed 2026-11-05
MilWealth Group LLC
DECREASED
Shares172,281 from 173,301
Change-1,020 (-1%)
Value$49.0M (-$3.5M)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares169,474 from 148,012
Change+21,462 (+15%)
Value$48.6M (+$4.5M)
Filed 2026-10-08
Garde Capital, Inc.
INCREASED
Shares168,207 from 167,731
Change+476 (+0%)
Value$47.9M (-$3.0M)
Filed 2026-10-29
AA Financial Advisors, LLC
INCREASED
Shares167,974 from 160,869
Change+7,105 (+4%)
Value$47.8M (-$975.7K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares166,982 from 132,169
Change+34,813 (+26%)
Value$47.5M (+$7.4M)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED
Shares164,583 from 168,264
Change-3,681 (-2%)
Value$46.8M (-$4.2M)
Filed 2026-10-16
CX Institutional
DECREASED
Shares162,723 from 168,070
Change-5,347 (-3%)
Value$46.3K (-$4.7K)
Filed 2026-10-02
MPS Loria Financial Planners, LLC
INCREASED
Shares161,923 from 158,328
Change+3,595 (+2%)
Value$46.1M (-$1.9M)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares160,621 from 160,428
Change+193 (+0%)
Value$45.7M (-$2.9M)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares155,775 from 143,354
Change+12,421 (+9%)
Value$45.0M (+$1.5M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares150,034 from 127,593
Change+22,441 (+18%)
Value$42.7M (+$4.0M)
Filed 2026-11-04
Brown Financial Advisory
INCREASED
Shares149,466 from 147,831
Change+1,635 (+1%)
Value$42.5M (-$2.3M)
Filed 2026-11-05
Associated Banc-Corp
INCREASED
Shares146,499 from 136,256
Change+10,243 (+8%)
Value$41.7M (+$375.6K)
Filed 2026-10-30
Aufman Associates Inc
INCREASED
Shares144,871 from 141,062
Change+3,809 (+3%)
Value$41.2M (-$1.5M)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares143,785 from 146,099
Change-2,314 (-2%)
Value$40.9M (-$3.4M)
Filed 2026-10-14
Northeast Investment Management
INCREASED
Shares141,943 from 137,569
Change+4,374 (+3%)
Value$40.4M (-$1.3M)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares141,032 from 134,707
Change+6,325 (+5%)
Value$40.1M (-$710.0K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares139,686 from 137,539
Change+2,147 (+2%)
Value$39.7M (-$2.0M)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares139,420 from 152,155
Change-12,735 (-8%)
Value$39.7M (-$6.5M)
Filed 2026-11-03
Whelan Financial
INCREASED
Shares136,379 from 129,593
Change+6,786 (+5%)
Value$38.8M (-$484.0K)
Filed 2026-10-28
Heritage Investors Management Corp
INCREASED
Shares135,937 from 134,058
Change+1,879 (+1%)
Value$38.7K (-$40.6M)
Filed 2026-10-29
Moller Wealth Partners
INCREASED
Shares132,961 from 132,140
Change+821 (+1%)
Value$37.8M (-$2.2M)
Filed 2026-10-15
Scott Capital Advisors, LLC
DECREASED
Shares132,275 from 132,758
Change-483 (0%)
Value$38.0M (-$2.3M)
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares130,163 from 135,435
Change-5,272 (-4%)
Value$37.0M (-$4.0M)
Filed 2026-10-13
Financial Management Professionals, Inc.
INCREASED
Shares126,568 from 124,872
Change+1,696 (+1%)
Value$36.0M (-$1.8M)
Filed 2026-10-23
Randolph Co Inc
INCREASED
Shares126,429 from 126,306
Change+123 (+0%)
Value$36.0M (-$2.3M)
Filed 2026-10-23
Chatham Capital Group, Inc.
INCREASED
Shares123,948 from 121,101
Change+2,847 (+2%)
Value$35.3M (-$1.4M)
Filed 2026-10-16
Bluestem Financial Advisors, LLC
INCREASED
Shares123,092 from 120,996
Change+2,096 (+2%)
Value$35.0M (-$1.7M)
Filed 2026-10-20
Wolff Financial Management LLC
INCREASED
Shares121,697 from 121,432
Change+265 (+0%)
Value$34.6M (-$2.2M)
Filed 2026-10-23
WP Advisors, LLC
INCREASED
Shares121,551 from 118,864
Change+2,687 (+2%)
Value$34.6M (-$1.4M)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares114,466 from 110,885
Change+3,581 (+3%)
Value$32.6M (-$1.0M)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares112,963 from 122,525
Change-9,562 (-8%)
Value$32.1M (-$5.1M)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares112,710 from 106,081
Change+6,629 (+6%)
Value$32.1M (-$90.4K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares111,211 from 100,858
Change+10,353 (+10%)
Value$31.6M (+$1.1M)
Filed 2026-10-13
Howard Capital Management Group, LLC
INCREASED
Shares111,074 from 109,897
Change+1,177 (+1%)
Value$31.6M (-$1.7M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares108,879 from 103,126
Change+5,753 (+6%)
Value$31.0M (-$284.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares107,123 from 105,892
Change+1,231 (+1%)
Value$30.5M (-$1.6M)
Filed 2026-10-23
Searcy Financial Services Inc
DECREASED
Shares106,739 from 109,328
Change-2,589 (-2%)
Value$30.4M (-$2.8M)
Filed 2026-10-07
Procyon Advisors, LLC
INCREASED
Shares106,224 from 105,915
Change+309 (+0%)
Value$30.2M (-$1.9M)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares102,860 from 102,541
Change+319 (+0%)
Value$29.3M (-$1.8M)
Filed 2026-10-16
New York Life Investment Management LLC
NEW
Shares102,845
Change+102,845
Value$29.3M
Filed 2026-11-04
SP Asset Management LLC
DECREASED
Shares101,914 from 102,238
Change-324 (0%)
Value$29.0M (-$2.0M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares100,775 from 96,303
Change+4,472 (+5%)
Value$28.7M (-$522.0K)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares99,364 from 99,867
Change-503 (0%)
Value$28.3M (-$2.0M)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
INCREASED
Shares98,797 from 98,662
Change+135 (+0%)
Value$28.1M (-$1.8M)
Filed 2026-10-15
Woodmont Investment Counsel LLC
INCREASED
Shares98,186 from 97,940
Change+246 (+0%)
Value$27.9M (-$1.8M)
Filed 2026-10-29
MBE Wealth Management, LLC
INCREASED
Shares98,118 from 98,047
Change+71 (+0%)
Value$27.9M (-$1.8M)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED
Shares97,054 from 95,625
Change+1,429 (+1%)
Value$27.6M (-$1.2M)
Filed 2026-10-09
BLB&B Advisors, LLC
DECREASED
Shares95,849 from 98,397
Change-2,548 (-3%)
Value$27.3M (-$2.6M)
Filed 2026-10-27
First Command Advisory Services, Inc.
DECREASED
Shares95,270 from 125,748
Change-30,478 (-24%)
Value$27.1M (-$11.0M)
Filed 2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares94,265 from 92,772
Change+1,493 (+2%)
Value$26.8M (-$1.3M)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares93,799 from 90,467
Change+3,332 (+4%)
Value$26.7M (-$739.4K)
Filed 2026-10-16
Noble Family Wealth, LLC
INCREASED
Shares92,929 from 90,379
Change+2,550 (+3%)
Value$26.4M (-$958.0K)
Filed 2026-10-26
Fund Evaluation Group, LLC
INCREASED
Shares89,905 from 87,872
Change+2,033 (+2%)
Value$25.6M (-$1.1M)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares88,026 from 87,170
Change+856 (+1%)
Value$25.0M (-$1.4M)
Filed 2026-10-28
DeDora Capital, Inc.
INCREASED
Shares87,986 from 86,239
Change+1,747 (+2%)
Value$25.0M (-$1.1M)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares86,091 from 89,618
Change-3,527 (-4%)
Value$24.5M (-$2.7M)
Filed 2026-11-05
Hurlow Wealth Management Group, Inc.
DECREASED
Shares85,212 from 86,672
Change-1,460 (-2%)
Value$24.2M (-$2.0M)
Filed 2026-10-29
Simon Quick Advisors, LLC
DECREASED
Shares84,752 from 87,670
Change-2,918 (-3%)
Value$24.1M (-$2.5M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares83,480 from 75,758
Change+7,722 (+10%)
Value$23.7M (+$785.4K)
Filed 2026-10-16
Tectonic Advisors LLC
INCREASED
Shares83,362 from 81,125
Change+2,237 (+3%)
Value$23.7M (-$875.0K)
Filed 2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED
Shares80,804 from 80,223
Change+581 (+1%)
Value$23.0M (-$1.3M)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares80,648 from 77,964
Change+2,684 (+3%)
Value$22.9M (-$688.9K)
Filed 2026-10-20
BCK Partners, Inc.
DECREASED
Shares79,845 from 80,458
Change-613 (-1%)
Value$22.7M (-$1.7M)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares78,473 from 78,096
Change+377 (+0%)
Value$22.3M (-$1.3M)
Filed 2026-11-04
Burrus Financial Services, Inc.
DECREASED
Shares78,365 from 83,316
Change-4,951 (-6%)
Value$22.3M (-$3.0M)
Filed 2026-10-22
RFG Holdings, Inc.
INCREASED
Shares78,187 from 61,812
Change+16,375 (+26%)
Value$18.2M (-$488.0K)
Filed 2026-10-30
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares78,053 from 77,283
Change+770 (+1%)
Value$22.2M (-$1.2M)
Filed 2026-11-04
Equity Wealth Partners, LLC
INCREASED
Shares77,479 from 61,430
Change+16,049 (+26%)
Value$22.0M (+$3.4M)
Filed 2026-10-26
Compton Wealth Advisory Group, LLC
DECREASED
Shares77,252 from 77,776
Change-524 (-1%)
Value$22.1M (-$1.3M)
Filed 2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares77,013 from 74,700
Change+2,313 (+3%)
Value$21.9M (-$733.7K)
Filed 2026-10-26
Twele Capital Management, Inc.
INCREASED
Shares76,903 from 76,439
Change+464 (+1%)
Value$21.9M (-$1.3M)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares76,870 from 85,699
Change-8,829 (-10%)
Value$21.9M (-$4.1M)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares76,294 from 74,861
Change+1,433 (+2%)
Value$21.7M (-$987.0K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares74,244 from 73,151
Change+1,093 (+1%)
Value$21.1M (-$1.1M)
Filed 2026-10-15
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares74,197 from 74,582
Change-385 (-1%)
Value$21.1M (-$1.5M)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares73,768 from 74,319
Change-551 (-1%)
Value$21.0M (-$1.5M)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares73,398 from 74,685
Change-1,287 (-2%)
Value$20.9M (-$1.8M)
Filed 2026-10-15
Gemmer Asset Management LLC
INCREASED
Shares70,706 from 69,547
Change+1,159 (+2%)
Value$20.1M (-$965.8K)
Filed 2026-10-16
Marietta Wealth Management, LLC
DECREASED
Shares70,639 from 72,359
Change-1,720 (-2%)
Value$20.0M (-$1.9M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares68,876 from 50,766
Change+18,110 (+36%)
Value$19.6M (+$4.2M)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares68,031 from 67,280
Change+751 (+1%)
Value$19.4M (-$1.0M)
Filed 2026-10-26
AJ Advisors, LLC
INCREASED
Shares67,725 from 66,781
Change+944 (+1%)
Value$19.3M (-$975.6K)
Filed 2026-10-29
Aries Wealth Management
INCREASED
Shares67,418 from 66,637
Change+781 (+1%)
Value$19.2M (-$1.0M)
Filed 2026-10-23
Old Mission Investment Co LLC
INCREASED
Shares66,509 from 66,050
Change+459 (+1%)
Value$18.9M (-$1.1M)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares65,983 from 70,763
Change-4,780 (-7%)
Value$18.8M (-$2.7M)
Filed 2026-10-13
Sage Rhino Capital LLC
DECREASED
Shares65,629 from 65,839
Change-210 (0%)
Value$18.7M (-$1.3M)
Filed 2026-10-28
Crane Advisory, LLC
INCREASED
Shares65,290 from 64,565
Change+725 (+1%)
Value$19.0M (-$239.8K)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares64,670 from 64,981
Change-311 (0%)
Value$18.4M (-$1.3M)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares63,477 from 60,211
Change+3,266 (+5%)
Value$18.3M (+$306.0K)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares62,037 from 59,868
Change+2,169 (+4%)
Value$17.6M (-$498.4K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares61,552 from 61,748
Change-196 (0%)
Value$17.5M (-$1.2M)
Filed 2026-10-21
Clarity Wealth Advisors, LLC
INCREASED
Shares61,484 from 58,679
Change+2,805 (+5%)
Value$17.5M (-$295.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares61,305 from 63,255
Change-1,950 (-3%)
Value$17.4M (-$1.7M)
Filed 2026-10-30
Copper Harbor Investment Advisors, LLC
INCREASED
Shares60,283 from 56,130
Change+4,153 (+7%)
Value$17.1M (+$135.6K)
Filed 2026-10-16
True North Advisors, LLC
DECREASED
Shares60,004 from 61,751
Change-1,747 (-3%)
Value$17.1M (-$1.6M)
Filed 2026-10-22
AGF Management LTD
DECREASED
Shares59,798 from 61,981
Change-2,183 (-4%)
Value$17.0M (-$1.8M)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares59,325 from 46,525
Change+12,800 (+28%)
Value$16.9M (+$2.8M)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares59,050 from 58,458
Change+592 (+1%)
Value$16.8M (-$920.7K)
Filed 2026-10-28
Wealth Architects, LLC
DECREASED
Shares58,253 from 58,944
Change-691 (-1%)
Value$16.6M (-$1.3M)
Filed 2026-11-03
GoalFusion Wealth Management, LLC
INCREASED
Shares58,201 from 57,414
Change+787 (+1%)
Value$16.6M (-$845.7K)
Filed 2026-10-06
Atmos Advisory, LLC
INCREASED
Shares58,074 from 58,007
Change+67 (+0%)
Value$16.5M (-$1.1M)
Filed 2026-10-06
EverSource Wealth Advisors, LLC
DECREASED
Shares57,958 from 58,318
Change-360 (-1%)
Value$16.5M (-$1.2M)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares57,939 from 51,773
Change+6,166 (+12%)
Value$16.5M (+$789.9K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
INCREASED
Shares57,748 from 56,075
Change+1,673 (+3%)
Value$16.4M (-$568.7K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares57,076 from 54,570
Change+2,506 (+5%)
Value$16.2M (-$303.7K)
Filed 2026-10-26
Trust Co of the South
INCREASED
Shares56,580 from 56,049
Change+531 (+1%)
Value$16.1M (-$893.1K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
INCREASED
Shares56,578 from 55,545
Change+1,033 (+2%)
Value$16.1M (-$740.9K)
Filed 2026-10-15
ETF Portfolio Partners, Inc.
DECREASED
Shares56,311 from 56,616
Change-305 (-1%)
Value$16.0M (-$1.1M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares56,041 from 46,612
Change+9,429 (+20%)
Value$15.9M (+$1.8M)
Filed 2026-10-23
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares55,783 from 51,609
Change+4,174 (+8%)
Value$15.9M (+$225.9K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares54,616 from 53,368
Change+1,248 (+2%)
Value$15.5M (-$639.2K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares54,183 from 53,027
Change+1,156 (+2%)
Value$15.4M (-$658.9K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares54,013 from 50,954
Change+3,059 (+6%)
Value$15.4M (-$78.7K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares53,646 from 54,872
Change-1,226 (-2%)
Value$15.4M (-$841.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares53,646 from 54,872
Change-1,226 (-2%)
Value$15.4M (-$841.9K)
Filed 2026-10-20
Sage Financial Group Inc
DECREASED
Shares53,441 from 53,537
Change-96 (0%)
Value$15.2M (-$1.0M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares53,210 from 48,951
Change+4,259 (+9%)
Value$15.1M (+$299.9K)
Filed 2026-10-23
Frisco Financial Planning LLC
DECREASED
Shares52,749 from 53,540
Change-791 (-1%)
Value$15.0M (-$1.2M)
Filed 2026-10-05
Americana Partners, LLC
INCREASED
Shares52,638 from 46,780
Change+5,858 (+13%)
Value$15.0M (+$795.1K)
Filed 2026-10-28
Bokf, NA
INCREASED
Shares52,420 from 50,427
Change+1,993 (+4%)
Value$14.9M (-$372.5K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares52,288 from 52,128
Change+160 (+0%)
Value$14.9M (-$925.5K)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares51,259 from 51,231
Change+28 (+0%)
Value$14.6M (-$946.4K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED
Shares51,237 from 50,301
Change+936 (+2%)
Value$14.6M (-$670.9K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares50,457 from 40,643
Change+9,814 (+24%)
Value$14.3M (+$2.0M)
Filed 2026-10-23
Peddock Capital Advisors, LLC
INCREASED
Shares50,269 from 49,484
Change+785 (+2%)
Value$14.3M (-$698.6K)
Filed 2026-10-16
Bear Mountain Capital, Inc.
INCREASED
Shares49,466 from 48,633
Change+833 (+2%)
Value$14.1M (-$374.4K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares49,414 from 68,766
Change-19,352 (-28%)
Value$14.1M (-$6.8M)
Filed 2026-10-27
Roberts Wealth Advisors, LLC
DECREASED
Shares49,411 from 51,091
Change-1,680 (-3%)
Value$14.1M (-$1.4M)
Filed 2026-10-14
Madrona Financial Services, LLC
INCREASED
Shares49,355 from 44,361
Change+4,994 (+11%)
Value$14.0M (+$594.3K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares49,150 from 47,870
Change+1,280 (+3%)
Value$14.0M (-$527.5K)
Filed 2026-10-22
Arbor Wealth Advisors LLC
DECREASED
Shares49,067 from 50,381
Change-1,314 (-3%)
Value$14.0M (-$1.3M)
Filed 2026-10-09
Code Waechter LLC
INCREASED
Shares48,642 from 44,952
Change+3,690 (+8%)
Value$13.8M (+$212.4K)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares48,638 from 48,565
Change+73 (+0%)
Value$13.8M (-$884.0K)
Filed 2026-10-20
St. Louis Trust Co
INCREASED
Shares48,222 from 48,132
Change+90 (+0%)
Value$13.7M (+$11.2M)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares48,201 from 48,362
Change-161 (0%)
Value$13.7M (-$946.7K)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares48,125 from 48,037
Change+88 (+0%)
Value$13.7M (-$870.0K)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares48,022 from 43,690
Change+4,332 (+10%)
Value$13.7M (+$418.5K)
Filed 2026-10-09
CRA Financial Services, LLC
DECREASED
Shares47,308 from 48,302
Change-994 (-2%)
Value$13.5M (-$1.2M)
Filed 2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED
Shares47,191 from 47,050
Change+141 (+0%)
Value$13.4M (-$836.9K)
Filed 2026-10-19
Dorval Corp
INCREASED
Shares47,148 from 46,172
Change+976 (+2%)
Value$13.4M (-$582.6K)
Filed 2026-10-29
Integral Investment Advisors, Inc.
DECREASED
Shares46,787 from 46,818
Change-31 (0%)
Value$13.3M (-$880.9K)
Filed 2026-11-03
David Kennon Inc
DECREASED
Shares46,706 from 46,823
Change-117 (0%)
Value$13.3M (-$905.4K)
Filed 2026-10-13
KTF Investments, LLC
DECREASED
Shares45,794 from 47,279
Change-1,485 (-3%)
Value$13.0M (-$1.3M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares45,557 from 26,909
Change+18,648 (+69%)
Value$13.0M (+$4.8M)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares45,434 from 46,232
Change-798 (-2%)
Value$12.9M (-$1.1M)
Filed 2026-10-07
Crusonia Wealth Advisors LLC
INCREASED
Shares45,123 from 42,091
Change+3,032 (+7%)
Value$12.8M (+$78.5K)
Filed 2026-10-26
Mason & Associates, LLC
DECREASED
Shares44,913 from 46,209
Change-1,296 (-3%)
Value$12.8M (-$1.2M)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares44,616 from 43,077
Change+1,539 (+4%)
Value$12.7M (-$394.5K)
Filed 2026-10-15
MB, Levis & Associates, LLC
INCREASED
Shares44,570 from 42,150
Change+2,420 (+6%)
Value$12.7M (-$96.7K)
Filed 2026-10-16
Sage Mountain Advisors LLC
DECREASED
Shares43,743 from 44,152
Change-409 (-1%)
Value$12.4M (-$939.0K)
Filed 2026-11-02
Fiduciary Advisors, Inc.
INCREASED
Shares43,610 from 42,368
Change+1,242 (+3%)
Value$12.4M (-$435.9K)
Filed 2026-10-16
Northstar Asset Management Co
DECREASED
Shares43,256 from 44,011
Change-755 (-2%)
Value$12.5M (-$483.4K)
Filed 2026-10-22
Black Diamond Financial, LLC
DECREASED
Shares43,138 from 43,280
Change-142 (0%)
Value$12.3M (-$846.5K)
Filed 2026-10-26
Wealth Analytics Partners, LLC
INCREASED
Shares42,972 from 42,379
Change+593 (+1%)
Value$12.2M (-$356.9K)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares42,861 from 42,847
Change+14 (+0%)
Value$12.2M (-$794.1K)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
INCREASED
Shares42,485 from 42,131
Change+354 (+1%)
Value$12.1M (-$684.2K)
Filed 2026-10-16
Fonville Wealth Management LLC
INCREASED
Shares42,475 from 42,424
Change+51 (+0%)
Value$12.1M (-$775.7K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares42,190 from 41,716
Change+474 (+1%)
Value$12.0M (-$642.4K)
Filed 2026-10-22
SBK Financial, Inc.
INCREASED
Shares42,020 from 31,793
Change+10,227 (+32%)
Value$12.0M (+$2.3M)
Filed 2026-11-02
Fee-Only Financial Planning, L.C.
DECREASED
Shares41,876 from 42,733
Change-857 (-2%)
Value$11.9M (-$1.0M)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares41,332 from 40,724
Change+608 (+1%)
Value$12.2M (+$183.1K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares41,232 from 34,373
Change+6,859 (+20%)
Value$11.7M (+$1.3M)
Filed 2026-10-16
Bernardo Wealth Planning LLC
INCREASED
Shares40,892 from 20,452
Change+20,440 (+100%)
Value$11.6M (+$5.4M)
Filed 2026-10-23
Hoge Financial Services, LLC
INCREASED
Shares40,799 from 40,272
Change+527 (+1%)
Value$11.6M (-$604.2K)
Filed 2026-11-05
Beacon Financial Strategies Corp
INCREASED
Shares40,786 from 40,606
Change+180 (+0%)
Value$11.6M (-$705.1K)
Filed 2026-10-14
Chesley Taft & Associates LLC
INCREASED
Shares40,619 from 39,904
Change+715 (+2%)
Value$11.6M (-$540.0K)
Filed 2026-10-13
Berman McAleer LLC
DECREASED
Shares40,516 from 41,181
Change-665 (-2%)
Value$11.5M (-$956.4K)
Filed 2026-10-16
Agate Pass Investment Management, LLC
DECREASED
Shares40,060 from 41,287
Change-1,227 (-3%)
Value$11.4M (-$1.1M)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares39,982
Change+39,982
Value$11.4M
Filed 2026-10-05
Legacy Wealth Partners, LLC
INCREASED
Shares39,981 from 39,103
Change+878 (+2%)
Value$11.4M (-$478.9K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares39,975 from 36,007
Change+3,968 (+11%)
Value$11.4M (+$457.8K)
Filed 2026-10-21
25 LLC
DECREASED
Shares39,959 from 40,836
Change-877 (-2%)
Value$11.4M (-$1.0M)
Filed 2026-10-13
Leeward Financial Partners, LLC
DECREASED
Shares39,539 from 39,856
Change-317 (-1%)
Value$11.2M (-$832.8K)
Filed 2026-10-23
Financial Futures Ltd Liability Co.
INCREASED
Shares39,531 from 38,495
Change+1,036 (+3%)
Value$11.2M (-$422.5K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares39,474 from 38,768
Change+706 (+2%)
Value$11.2M (-$521.2K)
Filed 2026-10-23
Kearns & Associates LLC
DECREASED
Shares39,327 from 39,367
Change-40 (0%)
Value$11.2M (-$744.8K)
Filed 2026-10-09
Culbertson A N & Co Inc
DECREASED
Shares39,186 from 39,471
Change-285 (-1%)
Value$11.1M (-$816.4K)
Filed 2026-10-21
Petredis Investment Advisors LLC
DECREASED
Shares38,520 from 38,608
Change-88 (0%)
Value$11.0M (-$744.3K)
Filed 2026-10-20
Beacon Financial Planning, Inc
INCREASED
Shares38,006 from 35,796
Change+2,210 (+6%)
Value$10.8M (-$38.2K)
Filed 2026-11-04
BlueSky Wealth Advisors, LLC
DECREASED
Shares38,006 from 39,084
Change-1,078 (-3%)
Value$10.8M (-$1.0M)
Filed 2026-10-29
Capital Planning LLC
DECREASED
Shares37,842 from 38,814
Change-972 (-2%)
Value$10.8M (-$999.6K)
Filed 2026-10-09
TriaGen Wealth Management LLC
INCREASED
Shares37,635 from 37,370
Change+265 (+1%)
Value$10.7M (-$620.9K)
Filed 2026-10-14
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares37,479 from 38,780
Change-1,301 (-3%)
Value$10.7M (-$1.1M)
Filed 2026-10-15
Single Point Partners, LLC
DECREASED
Shares37,385 from 37,745
Change-360 (-1%)
Value$10.6M (-$805.3K)
Filed 2026-10-19
Capital Advantage, Inc.
INCREASED
Shares37,078 from 36,228
Change+850 (+2%)
Value$10.5M (-$432.9K)
Filed 2026-10-14
Rareview Capital LLC
INCREASED
Shares37,070 from 32,970
Change+4,100 (+12%)
Value$10.5M (+$2.7M)
Filed 2026-11-05
Silverleafe Capital Partners, LLC
INCREASED
Shares36,935 from 36,839
Change+96 (+0%)
Value$10.5M (-$659.0K)
Filed 2026-10-02
Evolution Wealth Advisors, LLC
DECREASED
Shares35,660 from 35,915
Change-255 (-1%)
Value$10.1M (-$741.8K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares35,420 from 36,207
Change-787 (-2%)
Value$10.1M (-$898.4K)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares35,125 from 34,451
Change+674 (+2%)
Value$10.0M (-$450.1K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares34,911 from 32,477
Change+2,434 (+7%)
Value$9.9M (+$87.4K)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
DECREASED
Shares34,881 from 34,936
Change-55 (0%)
Value$10.0M (-$538.1K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares34,740 from 36,971
Change-2,231 (-6%)
Value$9.9M (-$1.3M)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares34,614 from 33,814
Change+800 (+2%)
Value$9.8M (-$402.2K)
Filed 2026-10-02
Krane Financial Solutions LLC
DECREASED
Shares34,610 from 34,974
Change-364 (-1%)
Value$9.8M (-$755.2K)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares34,442 from 33,588
Change+854 (+3%)
Value$9.8M (-$382.9K)
Filed 2026-10-22
Brick & Kyle, Associates
INCREASED
Shares34,037 from 33,768
Change+269 (+1%)
Value$9.7M (+$838.7K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares34,033 from 35,863
Change-1,830 (-5%)
Value$9.7M (-$1.2M)
Filed 2026-11-04
Prosperity Advisers, LLC
INCREASED
Shares33,972 from 32,560
Change+1,412 (+4%)
Value$9.7M (-$204.8K)
Filed 2026-10-28
Howard Wealth Management, LLC
INCREASED
Shares33,329 from 32,826
Change+503 (+2%)
Value$9.5M (-$468.5K)
Filed 2026-10-28
Johnson Bixby & Associates, LLC
INCREASED
Shares33,304 from 33,027
Change+277 (+1%)
Value$9.5M (-$536.4K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares33,028 from 24,832
Change+8,196 (+33%)
Value$9.4M (+$1.9M)
Filed 2026-10-08
Ramiah Investment Group
INCREASED
Shares32,643 from 32,379
Change+264 (+1%)
Value$9.3M (-$528.1K)
Filed 2026-10-20
Smith & Howard Wealth Management, LLC
DECREASED
Shares32,310 from 33,750
Change-1,440 (-4%)
Value$9.2M (-$1.0M)
Filed 2026-10-27
Five Pine Wealth Management
INCREASED
Shares32,075 from 31,990
Change+85 (+0%)
Value$9.1M (-$572.0K)
Filed 2026-10-20
Cambridge Advisors Inc.
INCREASED
Shares31,886 from 31,646
Change+240 (+1%)
Value$9.1M (-$521.3K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares31,862 from 32,890
Change-1,028 (-3%)
Value$9.1M (-$905.2K)
Filed 2026-10-22
Cynosure Group, LLC
DECREASED
Shares31,653 from 33,812
Change-2,159 (-6%)
Value$9.0M (-$1.2M)
Filed 2026-11-03
Orgel Wealth Management, LLC
DECREASED
Shares31,551 from 33,887
Change-2,336 (-7%)
Value$9.0M (-$1.3M)
Filed 2026-10-14
OFS Enterprise LLC
DECREASED
Shares31,542 from 32,420
Change-878 (-3%)
Value$9.0M (-$853.9K)
Filed 2026-10-16
Chilton Capital Management LLC
DECREASED
Shares31,347 from 41,614
Change-10,267 (-25%)
Value$8.9M (-$3.7M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares31,247 from 31,446
Change-199 (-1%)
Value$8.9M (-$642.3K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares31,230 from 31,666
Change-436 (-1%)
Value$8.9M (-$714.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
INCREASED
Shares31,053 from 29,589
Change+1,464 (+5%)
Value$8.8M (-$134.7K)
Filed 2026-10-13
Latigo Investments, LLC
UNCHANGED
Shares30,671 from 30,671
Change0 (0%)
Value$8.7M (-$571.4K)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares30,362 from 29,636
Change+726 (+2%)
Value$8.6M (-$345.7K)
Filed 2026-10-07
First Premier Bank
INCREASED
Shares30,166 from 28,818
Change+1,348 (+5%)
Value$8.6K (-$153)
Filed 2026-10-13
Waller Financial Planning Group, Inc
INCREASED
Shares29,962 from 29,961
Change+1 (0%)
Value$8.5M (-$557.9K)
Filed 2026-10-07
Creekside Partners
INCREASED
Shares29,866 from 28,515
Change+1,351 (+5%)
Value$8.5M (-$146.9K)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares29,458 from 27,652
Change+1,806 (+7%)
Value$8.4M (-$1.1K)
Filed 2026-10-19
Arrow Financial Corp
DECREASED
Shares29,153 from 30,205
Change-1,052 (-3%)
Value$8.3M (-$862.0K)
Filed 2026-10-26
NavPoint Financial, Inc.
DECREASED
Shares29,076 from 29,091
Change-15 (0%)
Value$8.3M (-$546.2K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares28,947 from 26,766
Change+2,181 (+8%)
Value$8.2M (+$121.8K)
Filed 2026-10-14
RW Investment Management LLC
DECREASED
Shares28,429 from 28,546
Change-117 (0%)
Value$8.1M (-$565.3K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED
Shares28,324 from 28,681
Change-357 (-1%)
Value$8.1M (-$635.2K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares28,301 from 28,822
Change-521 (-2%)
Value$8.1M (-$685.2K)
Filed 2026-10-19
Quaker Wealth Management, LLC
INCREASED
Shares28,231 from 27,090
Change+1,141 (+4%)
Value$8.0M (-$180.1K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares28,165 from 24,724
Change+3,441 (+14%)
Value$8.0M (+$518.6K)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares27,996 from 27,258
Change+738 (+3%)
Value$8.0M (-$297.9K)
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares27,986 from 28,408
Change-422 (-1%)
Value$8.0M (-$649.2K)
Filed 2026-10-21
Prospera Financial Services Inc
DECREASED
Shares27,729 from 31,945
Change-4,216 (-13%)
Value$8.1M (-$1.6M)
Filed 2026-11-04
HighRoad Wealth Advisors, LLC
INCREASED
Shares27,699 from 27,426
Change+273 (+1%)
Value$7.9M (-$433.4K)
Filed 2026-10-14
Colony Family Offices, LLC
DECREASED
Shares27,229 from 27,432
Change-203 (-1%)
Value$7.7M (-$568.9K)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
INCREASED
Shares27,098 from 26,615
Change+483 (+2%)
Value$7.7M (-$358.3K)
Filed 2026-10-21
Family Wealth Partners, LLC
DECREASED
Shares27,047 from 27,366
Change-319 (-1%)
Value$7.7M (-$600.5K)
Filed 2026-10-20
Arcadia Wealth Management, LLC
DECREASED
Shares26,731 from 29,411
Change-2,680 (-9%)
Value$7.6M (-$1.3M)
Filed 2026-10-22
Gilman Hill Asset Management, LLC
INCREASED
Shares26,626 from 25,510
Change+1,116 (+4%)
Value$7.6M (-$158.0K)
Filed 2026-10-13
Steph & Co
DECREASED
Shares26,611 from 28,319
Change-1,708 (-6%)
Value$7.6M (-$1.0M)
Filed 2026-10-07
Cambridge Capital Management, LLC
INCREASED
Shares26,583 from 26,554
Change+29 (+0%)
Value$7.6M (-$486.4K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares26,564 from 25,765
Change+799 (+3%)
Value$7.6M (-$252.9K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares25,961 from 176,047
Change-150,086 (-85%)
Value$7.4M (-$46.0M)
Filed 2026-10-21
Jacobsen Capital Management
INCREASED
Shares25,883 from 24,475
Change+1,408 (+6%)
Value$7.4M (-$55.4K)
Filed 2026-10-27
Greenhouse Wealth Management, LLC
INCREASED
Shares25,843 from 24,935
Change+908 (+4%)
Value$7.4M (-$202.3K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares25,795 from 24,738
Change+1,057 (+4%)
Value$7.3M (-$160.4K)
Filed 2026-10-22
Verum Partners LLC
DECREASED
Shares25,733 from 35,371
Change-9,638 (-27%)
Value$7.3M (-$3.4M)
Filed 2026-10-21
First United Bank & Trust
INCREASED
Shares25,539 from 24,084
Change+1,455 (+6%)
Value$7.3M (-$34.8K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED
Shares25,295 from 24,578
Change+717 (+3%)
Value$7.2M (-$253.9K)
Filed 2026-10-29
Dmkc Advisory Services, LLC
DECREASED
Shares25,133 from 35,779
Change-10,646 (-30%)
Value$7.2M (-$3.7M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares25,016 from 61,078
Change-36,062 (-59%)
Value$7.1M (-$11.4M)
Filed 2026-11-04
Annex Advisory Services, LLC
DECREASED
Shares24,905 from 25,011
Change-106 (0%)
Value$7.1M (-$496.1K)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares24,873 from 21,795
Change+3,078 (+14%)
Value$7.1M (+$469.5K)
Filed 2026-10-29
Rose Capital Advisors LLC
INCREASED
Shares24,864 from 24,429
Change+435 (+2%)
Value$7.1M (-$331.1K)
Filed 2026-11-04
Cathy Pareto & Associates, Inc
INCREASED
Shares24,753 from 24,073
Change+680 (+3%)
Value$7.0M (-$254.5K)
Filed 2026-10-15
Grove Bank & Trust
DECREASED
Shares24,689 from 24,750
Change-61 (0%)
Value$7.0M (-$478.4K)
Filed 2026-10-08
GreatBanc Trust Co
DECREASED
Shares24,618 from 25,368
Change-750 (-3%)
Value$7.0M (-$686.0K)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
DECREASED
Shares24,544 from 25,039
Change-495 (-2%)
Value$7.0M (-$607.2K)
Filed 2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares24,308 from 24,437
Change-129 (-1%)
Value$6.9M (-$491.8K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares24,240 from 23,031
Change+1,209 (+5%)
Value$6.9M (-$85.0K)
Filed 2026-10-22
McNaughton Wealth Management, LLC
INCREASED
Shares24,204 from 23,616
Change+588 (+2%)
Value$6.9M (-$272.7K)
Filed 2026-10-09
NewCorp Financial Services, Inc.
DECREASED
Shares24,080 from 24,350
Change-270 (-1%)
Value$6.9M (-$530.5K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares24,047 from 25,098
Change-1,051 (-4%)
Value$6.8M (-$766.5K)
Filed 2026-10-29
Arwa LLC
INCREASED
Shares24,031 from 16,122
Change+7,909 (+49%)
Value$6.9M (+$2.1M)
Filed 2026-10-21
West Bancorporation Inc
DECREASED
Shares23,605 from 24,582
Change-977 (-4%)
Value$6.7M (-$735.9K)
Filed 2026-10-29
Blueprint Financial Advisors LLC
INCREASED
Shares23,463 from 14,448
Change+9,015 (+62%)
Value$6.7M (+$2.3M)
Filed 2026-10-28
Ariston Services Group
INCREASED
Shares23,371 from 23,137
Change+234 (+1%)
Value$6.6M (-$364.5K)
Filed 2026-10-16
Aurelius Family Office LLC
INCREASED
Shares23,350 from 22,399
Change+951 (+4%)
Value$6.6M (-$147.0K)
Filed 2026-10-23
Family Investment Center, Inc.
DECREASED
Shares23,300 from 23,607
Change-307 (-1%)
Value$6.6M (-$527.1K)
Filed 2026-10-19
Farrell Financial LLC
DECREASED
Shares23,294 from 23,330
Change-36 (0%)
Value$6.6M (-$445.1K)
Filed 2026-10-16
Winter & Associates, Inc.
INCREASED
Shares23,251 from 21,535
Change+1,716 (+8%)
Value$6.7M (+$169.5K)
Filed 2026-10-23
Jnba Financial Advisors
DECREASED
Shares23,117 from 24,310
Change-1,193 (-5%)
Value$6.6M (-$792.3K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED
Shares22,828 from 23,721
Change-893 (-4%)
Value$6.5M (-$695.9K)
Filed 2026-11-02
Phillip James Consulting Co.
INCREASED
Shares22,770 from 21,494
Change+1,276 (+6%)
Value$6.5M (-$37.4K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares22,588 from 21,039
Change+1,549 (+7%)
Value$6.4M (+$48.7K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares22,576 from 7,880
Change+14,696 (+187%)
Value$6.4M (+$4.0M)
Filed 2026-10-30
GFS Advisors, LLC
INCREASED
Shares22,525 from 21,325
Change+1,200 (+6%)
Value$6.4M (+$6.2M)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares22,522 from 34,707
Change-12,185 (-35%)
Value$6.4M (-$4.1M)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares22,409 from 16,306
Change+6,103 (+37%)
Value$6.4M (+$1.4M)
Filed 2026-10-28
Councilor Wealth, LLC
DECREASED
Shares22,269 from 22,879
Change-610 (-3%)
Value$6.3M (-$599.8K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares22,214 from 21,526
Change+688 (+3%)
Value$6.1M (-$167.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares22,121 from 22,029
Change+92 (+0%)
Value$6.3M (-$384.2K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares21,807 from 21,843
Change-36 (0%)
Value$6.2M (-$417.0K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares21,762 from 21,838
Change-76 (0%)
Value$6.3M (-$285.3K)
Filed 2026-10-21
Arbor Wealth Management Llc\az
DECREASED
Shares21,524 from 21,786
Change-262 (-1%)
Value$6.1M (-$480.3K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares21,498 from 10,766
Change+10,732 (+100%)
Value$6.1M (+$2.9M)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
INCREASED
Shares21,445 from 20,257
Change+1,188 (+6%)
Value$6.1M (-$39.4K)
Filed 2026-11-02
Advisor OS, LLC
DECREASED
Shares21,365 from 23,381
Change-2,016 (-9%)
Value$6.1M (-$1.0M)
Filed 2026-11-03
Marathon Wealth Advisors LLC
INCREASED
Shares21,315 from 21,296
Change+19 (+0%)
Value$6.1M (-$391.4K)
Filed 2026-11-04
Plus Group Wealth Advisors LLC
DECREASED
Shares21,313 from 29,945
Change-8,632 (-29%)
Value$6.1M (-$3.0M)
Filed 2026-10-19
May Hill Capital, LLC
DECREASED
Shares21,122 from 21,641
Change-519 (-2%)
Value$6.0M (-$551.0K)
Filed 2026-11-03
Newton One Investments LLC
INCREASED
Shares21,093 from 21,042
Change+51 (+0%)
Value$6.0M (-$377.3K)
Filed 2026-10-14
Abacus Planning Group, Inc.
DECREASED
Shares20,946 from 21,347
Change-401 (-2%)
Value$6.0M (-$511.8K)
Filed 2026-11-02
Thayer Financial, L.L.C.
INCREASED
Shares20,915 from 20,132
Change+783 (+4%)
Value$6.0M (-$109.0K)
Filed 2026-10-21
Index Fund Advisors, Inc.
DECREASED
Shares20,906 from 20,913
Change-7 (0%)
Value$5.9M (-$391.8K)
Filed 2026-11-05
Box Hill Private Wealth LLC
INCREASED
Shares20,623 from 18,975
Change+1,648 (+9%)
Value$5.9M (+$115.3K)
Filed 2026-10-05
Independent Financial Group, LLC
INCREASED
Shares20,618 from 19,842
Change+776 (+4%)
Value$5.9M (-$148.7K)
Filed 2026-10-13
Stage Harbor Financial, LLC
DECREASED
Shares20,501 from 20,579
Change-78 (0%)
Value$5.8M (-$405.5K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares20,198 from 20,611
Change-413 (-2%)
Value$5.7M (-$501.7K)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares20,114 from 17,851
Change+2,263 (+13%)
Value$5.7M (+$311.3K)
Filed 2026-10-22
Ti-Trust, Inc
DECREASED
Shares20,066 from 20,181
Change-115 (-1%)
Value$5.7M (-$408.7K)
Filed 2026-10-21
Washington Growth Strategies LLC
INCREASED
Shares19,940 from 19,589
Change+351 (+2%)
Value$5.7M (-$265.1K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED
Shares19,846 from 20,074
Change-228 (-1%)
Value$5.6M (-$438.8K)
Filed 2026-10-16
RTD Financial Advisors, Inc.
DECREASED
Shares19,812 from 20,538
Change-726 (-4%)
Value$5.6M (-$589.2K)
Filed 2026-10-09
RFG Advisory, LLC
DECREASED
Shares19,772 from 23,232
Change-3,460 (-15%)
Value$5.6M (-$1.4M)
Filed 2026-11-03
Washington Trust Co
INCREASED
Shares19,759 from 18,998
Change+761 (+4%)
Value$5.6M (-$137.4K)
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares19,698 from 19,280
Change+418 (+2%)
Value$5.6M (-$240.4K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares19,645 from 20,353
Change-708 (-3%)
Value$5.6M (-$580.8K)
Filed 2026-10-08
Courier Capital LLC
INCREASED
Shares19,581 from 18,635
Change+946 (+5%)
Value$5.6M (-$78.1K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares19,535 from 19,291
Change+244 (+1%)
Value$5.6M (-$290.1K)
Filed 2026-10-26
First Financial Corp
INCREASED
Shares19,518 from 19,278
Change+240 (+1%)
Value$5.6M (-$290.9K)
Filed 2026-10-13
Financial Insights, Inc.
DECREASED
Shares19,464 from 20,176
Change-712 (-4%)
Value$5.5M (-$578.3K)
Filed 2026-10-27
Ritholtz Wealth Management
DECREASED
Shares19,432 from 20,013
Change-581 (-3%)
Value$5.5M (-$537.9K)
Filed 2026-11-05
First Hawaiian Bank
INCREASED
Shares19,320 from 18,955
Change+365 (+2%)
Value$5.5M (-$249.3K)
Filed 2026-10-14
Parkside Financial Bank & Trust
DECREASED
Shares19,262 from 20,011
Change-749 (-4%)
Value$5.5M (-$585.9K)
Filed 2026-10-27
Gleason Group, Inc.
INCREASED
Shares19,183 from 18,239
Change+944 (+5%)
Value$5.5M (-$71.1K)
Filed 2026-10-15
Calamos Wealth Management LLC
INCREASED
Shares19,130 from 19,070
Change+60 (+0%)
Value$5.4M (-$338.2K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares19,071 from 15,594
Change+3,477 (+22%)
Value$5.4K (-$4.7M)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
INCREASED
Shares19,024 from 18,956
Change+68 (+0%)
Value$5.4M (-$333.7K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares18,954 from 18,043
Change+911 (+5%)
Value$5.4M (-$91.7K)
Filed 2026-10-19
Pathway Financial Advisors LLC
DECREASED
Shares18,758 from 19,304
Change-546 (-3%)
Value$5.3M (-$461.3K)
Filed 2026-10-07
Cove Private Wealth, LLC
INCREASED
Shares18,595 from 17,026
Change+1,569 (+9%)
Value$5.3M (+$129.2K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares18,393 from 18,007
Change+386 (+2%)
Value$5.3M (+$1.4K)
Filed 2026-11-03
First Merchants Corp
UNCHANGED
Shares18,379 from 18,379
Change0 (0%)
Value$5.2M (-$342.4K)
Filed 2026-10-15
McCollum Christoferson Group LLC
INCREASED
Shares18,377 from 14,710
Change+3,667 (+25%)
Value$5.2M (+$769.2K)
Filed 2026-10-13
Cooke Wealth Management, LLC
INCREASED
Shares18,318 from 17,952
Change+366 (+2%)
Value$5.2M (-$230.3K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares18,288 from 17,984
Change+304 (+2%)
Value$5.2M (-$248.5K)
Filed 2026-10-20
IFG Advisors, LLC
DECREASED
Shares18,264 from 18,360
Change-96 (-1%)
Value$5.2M (-$369.4K)
Filed 2026-10-15
PW Nova Financial Services LLC
DECREASED
Shares18,212 from 20,620
Change-2,408 (-12%)
Value$5.2M (-$1.1M)
Filed 2026-10-15
One Day In July LLC
INCREASED
Shares18,157 from 17,875
Change+282 (+2%)
Value$5.2M (-$252.8K)
Filed 2026-10-30
Lynch Asset Management, Inc.
UNCHANGED
Shares18,150 from 18,150
Change0 (0%)
Value$5.2M (-$338.1K)
Filed 2026-10-28
Wealth Science Advisors LLC
INCREASED
Shares18,099 from 17,174
Change+925 (+5%)
Value$5.1M (-$56.7K)
Filed 2026-10-09
Waldron Private Wealth LLC
INCREASED
Shares17,961 from 17,844
Change+117 (+1%)
Value$5.1M (-$299.0K)
Filed 2026-11-02
Cassilly Financial Group LLC
INCREASED
Shares17,830 from 14,401
Change+3,429 (+24%)
Value$5.1M (+$707.2K)
Filed 2026-10-07
Mokosak Advisory Group, LLC
INCREASED
Shares17,810 from 17,695
Change+115 (+1%)
Value$5.1M (-$296.1K)
Filed 2026-10-20
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares17,780 from 17,212
Change+568 (+3%)
Value$5.1M (+$550.0K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares17,735 from 14,956
Change+2,779 (+19%)
Value$5.0M (+$511.8K)
Filed 2026-10-16
Align Financial, LLC
DECREASED
Shares17,715 from 17,821
Change-106 (-1%)
Value$5.0M (-$362.2K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED
Shares17,637 from 17,138
Change+499 (+3%)
Value$5.0M (-$177.4K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares17,593 from 16,958
Change+635 (+4%)
Value$5.0M (-$135.4K)
Filed 2026-10-28
Chris Bulman Inc
DECREASED
Shares17,572 from 17,950
Change-378 (-2%)
Value$5.0M (-$441.8K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED
Shares17,572 from 17,196
Change+376 (+2%)
Value$5.0M (-$213.4K)
Filed 2026-11-03
Fishman JAY A LTD
DECREASED
Shares17,511 from 17,683
Change-172 (-1%)
Value$5.0M (-$378.4K)
Filed 2026-10-26
Financial Advisory Partners, LLC
INCREASED
Shares17,342 from 17,255
Change+87 (+1%)
Value$4.9M (-$296.7K)
Filed 2026-10-23
TFB Advisors LLC
INCREASED
Shares17,282 from 16,108
Change+1,174 (+7%)
Value$4.9M (+$33.8K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares17,226 from 16,534
Change+692 (+4%)
Value$4.9M (-$111.3K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares17,211 from 16,847
Change+364 (+2%)
Value$4.9M (-$210.3K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares17,159 from 17,258
Change-99 (-1%)
Value$4.9M (-$349.6K)
Filed 2026-10-23
KFA Private Wealth Group, LLC
INCREASED
Shares17,116 from 15,811
Change+1,305 (+8%)
Value$4.9M (+$76.9K)
Filed 2026-10-07
Claro Advisors Inc.
DECREASED
Shares17,040 from 18,383
Change-1,343 (-7%)
Value$4.8M (-$724.4K)
Filed 2026-11-02
Evanson Financial, LLC
DECREASED
Shares17,001 from 17,043
Change-42 (0%)
Value$4.8M (-$329.6K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares16,859 from 15,350
Change+1,509 (+10%)
Value$4.8M (+$143.3K)
Filed 2026-10-16
Columbia Asset Management
INCREASED
Shares16,740 from 16,739
Change+1 (+0%)
Value$4.8M (-$311.5K)
Filed 2026-10-19
Martel Wealth Advisors LLC
DECREASED
Shares16,630 from 18,192
Change-1,562 (-9%)
Value$4.7M (-$783.4K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares16,624 from 16,849
Change-225 (-1%)
Value$4.7M (-$350.8K)
Filed 2026-10-29
Virtue Asset Management LLC
DECREASED
Shares16,618 from 17,339
Change-721 (-4%)
Value$4.7M (-$528.1K)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares16,568 from 17,998
Change-1,430 (-8%)
Value$4.7M (-$742.1K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares16,471 from 11,398
Change+5,073 (+45%)
Value$4.7M (+$1.3M)
Filed 2026-10-13
Mystic Asset Management, Inc.
INCREASED
Shares16,379 from 16,351
Change+28 (+0%)
Value$4.7M (-$296.7K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares16,254 from 16,640
Change-386 (-2%)
Value$4.6M (-$419.7K)
Filed 2026-10-08
CWS Financial Advisors, LLC
DECREASED
Shares16,161 from 16,453
Change-292 (-2%)
Value$4.6M (-$389.7K)
Filed 2026-10-16
Manchester Capital Management LLC
DECREASED
Shares16,142 from 16,451
Change-309 (-2%)
Value$4.6M (-$394.4K)
Filed 2026-10-22
Aspire Private Capital, LLC
DECREASED
Shares16,109 from 19,056
Change-2,947 (-15%)
Value$4.6M (-$1.2M)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares16,109 from 16,912
Change-803 (-5%)
Value$4.6M (-$543.6K)
Filed 2026-10-08
Balentine LLC
UNCHANGED
Shares15,992 from 15,992
Change0 (0%)
Value$4.5M (-$297.9K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares15,949 from 15,861
Change+88 (+1%)
Value$4.5M (-$270.5K)
Filed 2026-10-28
Sagace Wealth Management LLC
INCREASED
Shares15,883 from 15,799
Change+84 (+1%)
Value$4.5M (-$270.4K)
Filed 2026-10-28
Optimist Retirement Group LLC
INCREASED
Shares15,788 from 15,755
Change+33 (+0%)
Value$4.5M (-$284.3K)
Filed 2026-10-30
Factor Wealth Management LTD
DECREASED
Shares15,631 from 15,987
Change-356 (-2%)
Value$4.4M (-$399.1K)
Filed 2026-10-08
Waycross Investment Management Co
INCREASED
Shares15,579 from 14,949
Change+630 (+4%)
Value$4.4M (-$99.3K)
Filed 2026-10-14
Altura Wealth Advisors Inc.
INCREASED
Shares15,549 from 13,124
Change+2,425 (+18%)
Value$4.4M (+$445.3K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares15,483 from 15,313
Change+170 (+1%)
Value$4.4M (-$236.9K)
Filed 2026-10-21
Family Capital Management, Inc.
INCREASED
Shares15,465 from 14,661
Change+804 (+5%)
Value$4.4M (-$44.6K)
Filed 2026-11-03
Kitching Partners, LLC
INCREASED
Shares15,430 from 10,463
Change+4,967 (+47%)
Value$4.4M (+$1.2M)
Filed 2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares15,415 from 13,935
Change+1,480 (+11%)
Value$4.4M (+$161.3K)
Filed 2026-10-27
Compass Planning Associates Inc
INCREASED
Shares15,193 from 14,823
Change+370 (+3%)
Value$4.3M (-$170.8K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares15,119 from 15,195
Change-76 (0%)
Value$4.3M (-$304.7K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED
Shares15,103 from 14,982
Change+121 (+1%)
Value$4.3M (-$244.7K)
Filed 2026-10-26
Midwest Financial Partners Investments, Inc.
DECREASED
Shares15,028 from 15,476
Change-448 (-3%)
Value$4.3M (-$415.8K)
Filed 2026-10-08
Davidson Investment Advisors
DECREASED
Shares14,980 from 20,105
Change-5,125 (-25%)
Value$4.3M (-$1.8M)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares14,890 from 13,962
Change+928 (+7%)
Value$4.2M (+$4.1K)
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares14,866 from 16,080
Change-1,214 (-8%)
Value$4.3M (-$590.2K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares14,668 from 17,564
Change-2,896 (-16%)
Value$4.2M (-$1.2M)
Filed 2026-11-02
Sculati Wealth Management, LLC
NEW
Shares14,653
Change+14,653
Value$4.2M
Filed 2026-10-19
Orrstown Financial Services Inc
DECREASED
Shares14,616 from 15,285
Change-669 (-4%)
Value$4.2M (-$475.1K)
Filed 2026-10-14
Briggs Wealth Management, Inc
INCREASED
Shares14,612 from 13,410
Change+1,202 (+9%)
Value$4.2M (+$92.2K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
DECREASED
Shares14,610 from 15,290
Change-680 (-4%)
Value$4.2M (-$478.4K)
Filed 2026-10-19
PCA Investment Advisory Services Inc.
INCREASED
Shares14,568 from 14,336
Change+232 (+2%)
Value$4.1M (-$201.1K)
Filed 2026-10-13
Squire Investment Management Company, LLC
INCREASED
Shares14,533 from 14,491
Change+42 (+0%)
Value$4.1M (-$257.8K)
Filed 2026-11-03
Stone Summit Wealth LLC
INCREASED
Shares14,475 from 13,764
Change+711 (+5%)
Value$4.1M (-$54.2K)
Filed 2026-10-14
Yoffe Investment Management, LLC
UNCHANGED
Shares14,338 from 14,338
Change0 (0%)
Value$4.1M (-$267.1K)
Filed 2026-11-02
Mycio Wealth Partners, LLC
INCREASED
Shares14,260 from 14,239
Change+21 (+0%)
Value$4.1M (-$259.1K)
Filed 2026-11-04
FinDec Wealth Services, Inc.
INCREASED
Shares14,209 from 14,205
Change+4 (+0%)
Value$4.0M (-$263.5K)
Filed 2026-10-30
First American Bank
INCREASED
Shares14,207 from 13,298
Change+909 (+7%)
Value$4.0M (+$10.9K)
Filed 2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED
Shares14,204 from 14,204
Change0 (0%)
Value$4.0M (-$264.6K)
Filed 2026-10-15
LongView Wealth Management
DECREASED
Shares14,203 from 14,873
Change-670 (-4%)
Value$4.0M (-$467.6K)
Filed 2026-10-19
Highland Capital Management, LLC
DECREASED
Shares14,072 from 14,269
Change-197 (-1%)
Value$4.0M (-$321.9K)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares14,058 from 12,500
Change+1,558 (+12%)
Value$4.0M (+$210.3K)
Filed 2026-11-03
Advisory Resource Group
DECREASED
Shares14,053 from 14,244
Change-191 (-1%)
Value$4.0M (-$319.6K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares13,682 from 14,026
Change-344 (-2%)
Value$3.9M (-$359.1K)
Filed 2026-10-20
General Partner, Inc.
UNCHANGED
Shares13,534 from 13,534
Change0 (0%)
Value$3.9M (-$252.1K)
Filed 2026-10-05
Tritonpoint Wealth, LLC
INCREASED
Shares13,491 from 12,708
Change+783 (+6%)
Value$3.8M (-$14.0K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares13,446 from 13,067
Change+379 (+3%)
Value$3.8M (-$135.5K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares13,425 from 13,121
Change+304 (+2%)
Value$3.8M (-$158.0K)
Filed 2026-10-05
Alpine Bank Wealth Management
DECREASED
Shares13,400 from 14,077
Change-677 (-5%)
Value$3.8M (-$454.9K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED
Shares13,400 from 13,645
Change-245 (-2%)
Value$3.8M (-$323.7K)
Filed 2026-10-21
Farnam Financial LLC
INCREASED
Shares13,368 from 13,118
Change+250 (+2%)
Value$3.8M (-$175.5K)
Filed 2026-10-21
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares13,341 from 13,347
Change-6 (0%)
Value$3.8M (-$250.2K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares13,309 from 12,814
Change+495 (+4%)
Value$3.8M (-$97.9K)
Filed 2026-10-28
Meridian Financial Advisors, LLC
DECREASED
Shares13,230 from 13,274
Change-44 (0%)
Value$3.8M (-$259.8K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares13,215
Change+13,215
Value$3.8K
Filed 2026-11-03
jvl associates llc
DECREASED
Shares13,166 from 13,284
Change-118 (-1%)
Value$3.7M (-$281.0K)
Filed 2026-10-09
waypoint wealth counsel
DECREASED
Shares13,162 from 13,190
Change-28 (0%)
Value$3.7M (-$253.7K)
Filed 2026-10-22
Lynx Investment Advisory
DECREASED
Shares12,980 from 13,075
Change-95 (-1%)
Value$3.7M (-$270.6K)
Filed 2026-10-27
Gateway Investment Advisers LLC
INCREASED
Shares12,963 from 1,441
Change+11,522 (+800%)
Value$3.7M (+$3.3M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED
Shares12,929 from 12,929
Change0 (0%)
Value$3.7M (-$240.9K)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares12,911 from 13,949
Change-1,038 (-7%)
Value$3.7M (-$555.4K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares12,881 from 15,710
Change-2,829 (-18%)
Value$3.7M (-$1.1M)
Filed 2026-10-08
Monument Group Wealth Advisors, LLC
DECREASED
Shares12,872 from 12,891
Change-19 (0%)
Value$3.7M (-$245.6K)
Filed 2026-10-21
West Financial Advisors, LLC
INCREASED
Shares12,845 from 12,796
Change+49 (+0%)
Value$3.7M (-$224.5K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares12,797 from 6,586
Change+6,211 (+94%)
Value$3.6M (+$1.6M)
Filed 2026-10-29
Grandview Asset Management LLC
DECREASED
Shares12,783 from 13,417
Change-634 (-5%)
Value$3.6M (-$430.6K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares12,777 from 12,998
Change-221 (-2%)
Value$3.6M (-$304.8K)
Filed 2026-10-19
Smith Partners Wealth Management, LLC
DECREASED
Shares12,647 from 15,900
Change-3,253 (-20%)
Value$3.6M (-$1.2M)
Filed 2026-11-05
Orin Green Financial, LLC
DECREASED
Shares12,578 from 12,928
Change-350 (-3%)
Value$3.6M (-$340.4K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
DECREASED
Shares12,557 from 12,790
Change-233 (-2%)
Value$3.6M (-$304.8K)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares12,427 from 4,259
Change+8,168 (+192%)
Value$3.5M (+$2.2M)
Filed 2026-10-27
Objective Capital Management, LLC
DECREASED
Shares12,377 from 12,526
Change-149 (-1%)
Value$3.5M (-$275.7K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares12,275 from 13,891
Change-1,616 (-12%)
Value$3.5M (-$146.4K)
Filed 2026-10-13
Old North State Wealth Management, LLC
DECREASED
Shares12,264 from 12,520
Change-256 (-2%)
Value$3.5M (-$305.1K)
Filed 2026-10-22
Scott & Selber, Inc.
UNCHANGED
Shares12,245 from 12,245
Change0 (0%)
Value$3.5M (-$228.1K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares12,179 from 12,203
Change-24 (0%)
Value$3.5M (-$234.2K)
Filed 2026-10-28
Allegheny Financial Group
INCREASED
Shares12,136 from 11,918
Change+218 (+2%)
Value$3.5M (-$160.0K)
Filed 2026-11-05
Gainplan LLC
DECREASED
Shares12,052 from 12,087
Change-35 (0%)
Value$3.4M (-$235.0K)
Filed 2026-10-09
Asset One Wealth Management LLC
INCREASED
Shares12,050 from 11,761
Change+289 (+2%)
Value$3.4M (-$65.1K)
Filed 2026-11-02
Level Financial Advisors
INCREASED
Shares11,951 from 11,031
Change+920 (+8%)
Value$3.4M (+$56.3K)
Filed 2026-10-13
Rinkey Investments
DECREASED
Shares11,948 from 33,327
Change-21,379 (-64%)
Value$3.4M (-$6.7M)
Filed 2026-10-28
Nadler Financial Group, Inc.
DECREASED
Shares11,902 from 12,080
Change-178 (-1%)
Value$3.4M (-$275.7K)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares11,835 from 11,773
Change+62 (+1%)
Value$3.4M (-$201.8K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares11,833 from 10,937
Change+896 (+8%)
Value$3.4M (+$51.3K)
Filed 2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED
Shares11,802 from 11,802
Change0 (0%)
Value$3.4M (-$219.9K)
Filed 2026-10-09
Pachira Investments Inc.
INCREASED
Shares11,787 from 8,293
Change+3,494 (+42%)
Value$3.4M (+$839.6K)
Filed 2026-10-14
City State Bank
INCREASED
Shares11,740 from 10,916
Change+824 (+8%)
Value$3.3M (+$31.1K)
Filed 2026-10-20
BOS Asset Management, LLC
UNCHANGED
Shares11,620 from 11,620
Change0 (0%)
Value$3.3M (-$216.5K)
Filed 2026-10-09
Rebalance, LLC
INCREASED
Shares11,486 from 11,452
Change+34 (+0%)
Value$3.3M (-$203.7K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares11,443 from 10,488
Change+955 (+9%)
Value$3.3M (+$76.2K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares11,421 from 11,079
Change+342 (+3%)
Value$3.2M (-$109.1K)
Filed 2026-10-14
Baron Financial Group, LLC
DECREASED
Shares11,384 from 11,614
Change-230 (-2%)
Value$3.2M (-$282.0K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares11,380 from 9,341
Change+2,039 (+22%)
Value$3.2M (+$406.1K)
Filed 2026-10-29
Boyd Wealth Management, LLC
DECREASED
Shares11,378 from 11,679
Change-301 (-3%)
Value$3.2M (-$303.2K)
Filed 2026-10-20
Shuttleworth & Co
INCREASED
Shares11,361 from 11,107
Change+254 (+2%)
Value$3.2M (-$134.7K)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares11,315 from 8,452
Change+2,863 (+34%)
Value$3.2M (+$656.9K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares11,298 from 11,424
Change-126 (-1%)
Value$3.2M (-$248.9K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares11,269 from 10,670
Change+599 (+6%)
Value$3.2M (-$28.4K)
Filed 2026-10-23
Endeavor Private Wealth, Inc.
DECREASED
Shares11,249 from 12,814
Change-1,565 (-12%)
Value$3.2M (-$684.1K)
Filed 2026-11-05
Financial Planning Fort Collins, LLC
DECREASED
Shares11,245 from 11,297
Change-52 (0%)
Value$3.2M (-$175.1K)
Filed 2026-10-16
SkyOak Wealth, LLC
INCREASED
Shares11,234 from 11,233
Change+1 (+0%)
Value$3.2M (-$208.9K)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED
Shares11,229 from 11,580
Change-351 (-3%)
Value$3.2M (-$315.6K)
Filed 2026-10-16
Brighton Securities Corp.
INCREASED
Shares11,211 from 10,409
Change+802 (+8%)
Value$3.2M (+$34.1K)
Filed 2026-10-08
Roth Financial Partners LLC
DECREASED
Shares11,075 from 11,300
Change-225 (-2%)
Value$3.2M (-$274.5K)
Filed 2026-10-06
Beam Wealth Advisors, Inc.
DECREASED
Shares11,059 from 11,150
Change-91 (-1%)
Value$3.1M (-$233.6K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
INCREASED
Shares11,039 from 10,625
Change+414 (+4%)
Value$3.1M (-$80.1K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares11,017 from 10,930
Change+87 (+1%)
Value$3.1M (-$93.7K)
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
INCREASED
Shares10,963 from 10,911
Change+52 (+0%)
Value$3.1M (-$188.7K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares10,933 from 10,933
Change0 (0%)
Value$3.1M (-$203.7K)
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares10,795 from 11,182
Change-387 (-3%)
Value$3.1M (-$318.3K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
DECREASED
Shares10,747 from 10,934
Change-187 (-2%)
Value$3.1M (-$257.0K)
Filed 2026-11-04
Welch & Forbes LLC
INCREASED
Shares10,686 from 10,666
Change+20 (+0%)
Value$3.0M (-$193.0K)
Filed 2026-11-04
Westside Investment Management, Inc.
DECREASED
Shares10,649 from 10,802
Change-153 (-1%)
Value$3.0M (-$236.8K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares10,596 from 4,581
Change+6,015 (+131%)
Value$3.1M (+$1.7M)
Filed 2026-11-05
Gibson Wealth Advisors LLC
DECREASED
Shares10,585 from 11,205
Change-620 (-6%)
Value$3.0M (-$385.0K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares10,559 from 10,349
Change+210 (+2%)
Value$3.0M (-$133.0K)
Filed 2026-10-30
Viewpoint Capital Management LLC
INCREASED
Shares10,554 from 10,453
Change+101 (+1%)
Value$3.0M (-$165.9K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares10,526 from 10,051
Change+475 (+5%)
Value$3.0M (-$52.1K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares10,482 from 4,928
Change+5,554 (+113%)
Value$3.0M (+$1.5M)
Filed 2026-10-15
Tanager Wealth Management LLP
DECREASED
Shares10,465 from 10,555
Change-90 (-1%)
Value$3.0M (-$222.2K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares10,452 from 11,065
Change-613 (-6%)
Value$3.0M (-$380.5K)
Filed 2026-10-19
Legacy Advisors, LLC
INCREASED
Shares10,391 from 9,884
Change+507 (+5%)
Value$3.0M (-$39.9K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,357 from 11,272
Change-915 (-8%)
Value$2.9M (-$470.0K)
Filed 2026-10-08
Paragon Capital Management Inc
DECREASED
Shares10,338 from 10,539
Change-201 (-2%)
Value$2.9M (-$253.5K)
Filed 2026-10-15
Parker Financial LLC
DECREASED
Shares10,186 from 10,409
Change-223 (-2%)
Value$2.9M (-$251.8K)
Filed 2026-11-05
Klingman & Associates, LLC
DECREASED
Shares10,160 from 10,421
Change-261 (-2%)
Value$2.9M (-$268.4K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares10,150 from 10,166
Change-16 (0%)
Value$2.9M (-$193.9K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED
Shares10,107 from 7,668
Change+2,439 (+32%)
Value$2.9M (+$551.0K)
Filed 2026-10-05
Columbus Macro, LLC
INCREASED
Shares10,100 from 10,026
Change+74 (+1%)
Value$2.9M (-$165.7K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
DECREASED
Shares10,076 from 11,508
Change-1,432 (-12%)
Value$3.0M (-$518.8K)
Filed 2026-11-02
DecisionPoint Financial, LLC
DECREASED
Shares10,061 from 10,086
Change-25 (0%)
Value$2.9M (-$157.9K)
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares10,029 from 20,349
Change-10,320 (-51%)
Value$2.9M (-$3.3M)
Filed 2026-10-30
Waters Parkerson & Co., LLC
UNCHANGED
Shares9,879 from 9,879
Change0 (0%)
Value$2.8M (-$184.0K)
Filed 2026-11-04
Radnor Capital Management, LLC
UNCHANGED
Shares9,827 from 9,827
Change0 (0%)
Value$2.8M (-$183.1K)
Filed 2026-10-23
Envision Financial LLC
INCREASED
Shares9,779 from 3,356
Change+6,423 (+191%)
Value$2.3M (+$1.2M)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares9,760 from 9,233
Change+527 (+6%)
Value$2.8M (-$22.1K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares9,748 from 9,754
Change-6 (0%)
Value$2.8M (-$183.4K)
Filed 2026-11-03
Elser Financial Planning, Inc
DECREASED
Shares9,747 from 9,849
Change-102 (-1%)
Value$2.8M (-$212.4K)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares9,658 from 10,458
Change-800 (-8%)
Value$2.7M (-$422.4K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares9,624 from 9,267
Change+357 (+4%)
Value$2.7M (-$71.2K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares9,614 from 9,596
Change+18 (+0%)
Value$2.7M (-$173.7K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares9,612 from 9,651
Change-39 (0%)
Value$2.7M (-$190.9K)
Filed 2026-10-29
Principle Wealth Partners LLC
DECREASED
Shares9,583 from 9,658
Change-75 (-1%)
Value$2.7M (-$201.1K)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
DECREASED
Shares9,569 from 9,652
Change-83 (-1%)
Value$2.7M (-$203.4K)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares9,552 from 5,639
Change+3,913 (+69%)
Value$2.7M (+$1.0M)
Filed 2026-10-27
Argonautica Private Wealth Management, Inc
DECREASED
Shares9,477 from 9,478
Change-1 (0%)
Value$2.7M (-$176.7K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares9,441 from 10,294
Change-853 (-8%)
Value$2.7M (-$434.4K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED
Shares9,399 from 9,643
Change-244 (-3%)
Value$2.7M (-$249.1K)
Filed 2026-10-30
Mitchell Sinkler & Starr
UNCHANGED
Shares9,395 from 9,395
Change0 (0%)
Value$2.7M (-$175.0K)
Filed 2026-10-13
John W. Brooker & Co., CPAs
INCREASED
Shares9,357 from 8,528
Change+829 (+10%)
Value$2.7M (+$76.9K)
Filed 2026-10-21
Conning Inc.
INCREASED
Shares9,351 from 9,084
Change+267 (+3%)
Value$2.7M (-$93.3K)
Filed 2026-10-27
Infinity Wealth Counsel, LLC
INCREASED
Shares9,322 from 9,108
Change+214 (+2%)
Value$2.7M (-$108.8K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares9,290 from 9,418
Change-128 (-1%)
Value$2.6M (-$211.9K)
Filed 2026-10-28
Fiduciary Family Office, LLC
UNCHANGED
Shares9,287 from 9,287
Change0 (0%)
Value$2.6M (-$173.0K)
Filed 2026-11-04
Hofer & Associates. Inc
NEW
Shares9,271
Change+9,271
Value$2.6M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares9,271 from 9,521
Change-250 (-3%)
Value$2.6M (-$248.6K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares9,201 from 9,166
Change+35 (+0%)
Value$2.6M (-$160.6K)
Filed 2026-10-16
SWP Financial LLC
DECREASED
Shares9,174 from 9,300
Change-126 (-1%)
Value$2.6M (-$209.1K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares9,173 from 10,658
Change-1,485 (-14%)
Value$2.6M (-$621.0K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares9,157 from 9,095
Change+62 (+1%)
Value$2.6M (-$151.8K)
Filed 2026-10-05
Silverlake Wealth Management LLC
INCREASED
Shares9,143 from 9,119
Change+24 (+0%)
Value$2.6M (-$162.9K)
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares9,087 from 9,234
Change-147 (-2%)
Value$2.6M (-$213.8K)
Filed 2026-10-20
Evermay Wealth Management LLC
INCREASED
Shares8,980 from 8,656
Change+324 (+4%)
Value$2.6M (-$69.1K)
Filed 2026-11-05
Eclectic Associates Inc
INCREASED
Shares8,883 from 8,781
Change+102 (+1%)
Value$2.5M (-$134.4K)
Filed 2026-10-09
MY Wealth Management Inc.
DECREASED
Shares8,836 from 9,243
Change-407 (-4%)
Value$2.5M (-$287.9K)
Filed 2026-10-21
Heritage Family Offices, LLP
INCREASED
Shares8,785 from 6,137
Change+2,648 (+43%)
Value$2.5M (+$639.1K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares8,767 from 9,020
Change-253 (-3%)
Value$2.5M (-$240.0K)
Filed 2026-10-16
Smithbridge Asset Management Inc
INCREASED
Shares8,715 from 6,336
Change+2,379 (+38%)
Value$2.5M (+$558.8K)
Filed 2026-10-19
Gainline Financial Partners, LLC
DECREASED
Shares8,713 from 8,926
Change-213 (-2%)
Value$2.5M (-$226.9K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares8,699 from 8,772
Change-73 (-1%)
Value$2.5M (-$184.4K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares8,698 from 9,034
Change-336 (-4%)
Value$2.5M (-$263.7K)
Filed 2026-10-15
Capital City Trust Co
INCREASED
Shares8,609 from 7,145
Change+1,464 (+20%)
Value$2.4M (+$283.4K)
Filed 2026-10-22
Holos Integrated Wealth LLC
DECREASED
Shares8,519 from 8,744
Change-225 (-3%)
Value$2.4M (-$187.3K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
INCREASED
Shares8,474 from 8,470
Change+4 (+0%)
Value$2.4M (-$156.8K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
DECREASED
Shares8,447 from 8,500
Change-53 (-1%)
Value$2.4M (-$173.4K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
INCREASED
Shares8,441 from 7,991
Change+450 (+6%)
Value$2.4M (-$20.7K)
Filed 2026-10-13
Fortitude Family Office, LLC
UNCHANGED
Shares8,418 from 8,418
Change0 (0%)
Value$2.4M (-$156.8K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares8,365 from 7,831
Change+534 (+7%)
Value$2.4M (+$7.0K)
Filed 2026-10-14
Howland Capital Management LLC
INCREASED
Shares8,363 from 7,456
Change+907 (+12%)
Value$2.4M (+$118.5K)
Filed 2026-10-22
Thrive Capital Management, LLC
DECREASED
Shares8,333 from 9,045
Change-712 (-8%)
Value$2.4M (-$371.1K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares8,315 from 5,315
Change+3,000 (+56%)
Value$2.4M (+$754.5K)
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED
Shares8,313 from 7,924
Change+389 (+5%)
Value$2.4M (-$37.0K)
Filed 2026-10-23
BCS Wealth Management
DECREASED
Shares8,302 from 8,492
Change-190 (-2%)
Value$2.4M (-$212.5K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
DECREASED
Shares8,274 from 8,341
Change-67 (-1%)
Value$2.4M (-$121.0K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares8,262 from 8,457
Change-195 (-2%)
Value$2.4M (-$212.9K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares8,217 from 7,673
Change+544 (+7%)
Value$2.3M (+$11.7K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares8,103 from 8,369
Change-266 (-3%)
Value$2.3M (-$231.6K)
Filed 2026-10-27
NBH Bank
INCREASED
Shares8,078 from 7,984
Change+94 (+1%)
Value$2.3M (-$122.0K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$2.3M (-$150.2K)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
DECREASED
Shares8,062 from 8,099
Change-37 (0%)
Value$2.3M (-$161.4K)
Filed 2026-10-23
Gryphon Financial Partners LLC
INCREASED
Shares8,039 from 7,898
Change+141 (+2%)
Value$2.3M (-$106.9K)
Filed 2026-11-04
Essex Bank
UNCHANGED
Shares8,039 from 8,039
Change0 (0%)
Value$2.3M (-$149.8K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares8,024 from 7,971
Change+53 (+1%)
Value$2.3M (-$133.4K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares7,914 from 8,029
Change-115 (-1%)
Value$2.3M (-$182.4K)
Filed 2026-10-28
Canandaigua National Trust Co of Florida
NEW
Shares7,735
Change+7,735
Value$2.2M
Filed 2026-10-07
Hunter Associates Investment Management LLC
INCREASED
Shares7,708 from 7,632
Change+76 (+1%)
Value$2.2K (-$2.3M)
Filed 2026-10-26
Mccarter Private Wealth Services LLC
DECREASED
Shares7,701 from 7,702
Change-1 (0%)
Value$2.2M (-$143.8K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares7,691 from 7,676
Change+15 (+0%)
Value$2.2M (-$138.6K)
Filed 2026-10-23
Sawgrass Asset Management LLC
UNCHANGED
Shares7,640 from 7,640
Change0 (0%)
Value$2.2M (-$142.3K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,621 from 7,430
Change+191 (+3%)
Value$2.2M (-$84.0K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares7,579 from 6,793
Change+786 (+12%)
Value$2.2M (+$96.8K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
DECREASED
Shares7,552 from 7,945
Change-393 (-5%)
Value$2.1M (-$259.8K)
Filed 2026-10-23
Ironwood Financial, llc
DECREASED
Shares7,503 from 7,519
Change-16 (0%)
Value$2.1M (-$92.4K)
Filed 2026-10-20
PUREfi Wealth, LLC
INCREASED
Shares7,493 from 775
Change+6,718 (+867%)
Value$2.1M (+$1.9M)
Filed 2026-10-19
Market Street Wealth Management Advisors LLC
DECREASED
Shares7,476 from 7,515
Change-39 (-1%)
Value$2.1M (-$151.0K)
Filed 2026-10-09
Trust Co of Vermont
INCREASED
Shares7,463 from 7,083
Change+380 (+5%)
Value$2.1M (-$23.9K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares7,450 from 7,219
Change+231 (+3%)
Value$2.1M (-$68.9K)
Filed 2026-10-22
Pennsylvania Capital Management Inc
DECREASED
Shares7,441 from 7,619
Change-178 (-2%)
Value$2.1M (-$192.5K)
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares7,345 from 7,279
Change+66 (+1%)
Value$2.1M (-$116.9K)
Filed 2026-10-22
JIM Saulnier & Associates, LLC
INCREASED
Shares7,322 from 6,136
Change+1,186 (+19%)
Value$2.1M (+$223.0K)
Filed 2026-11-04
Summit Investment Advisory Services, LLC
INCREASED
Shares7,276 from 7,259
Change+17 (+0%)
Value$2.1M (-$130.4K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED
Shares7,268 from 6,727
Change+541 (+8%)
Value$2.1M (+$28.5K)
Filed 2026-10-19
United Financial Planning Group LLC
DECREASED
Shares7,214 from 7,245
Change-31 (0%)
Value$2.1M (-$143.8K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares7,132 from 7,128
Change+4 (+0%)
Value$2.0M (-$131.7K)
Filed 2026-11-03
Noble Wealth Management PBC
DECREASED
Shares7,119 from 7,539
Change-420 (-6%)
Value$2.0M (-$260.1K)
Filed 2026-10-01
Sovran Advisors, LLC
INCREASED
Shares7,074 from 6,671
Change+403 (+6%)
Value$2.1M (+$97.0K)
Filed 2026-11-02
Traveka Wealth, LLC
UNCHANGED
Shares7,028 from 7,028
Change0 (0%)
Value$2.0M (-$130.9K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares7,010 from 6,201
Change+809 (+13%)
Value$2.0M (+$114.6K)
Filed 2026-10-26
Sightline Wealth Advisors, LLC
INCREASED
Shares7,010 from 6,909
Change+101 (+1%)
Value$2.0M (-$100.0K)
Filed 2026-10-21
Collective Family Office LLC
INCREASED
Shares7,008 from 6,967
Change+41 (+1%)
Value$2.0M (-$118.1K)
Filed 2026-10-05
Advocate Group LLC
DECREASED
Shares6,999 from 7,364
Change-365 (-5%)
Value$2.0M (-$241.0K)
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares6,940 from 6,303
Change+637 (+10%)
Value$2.0K (-$1.9M)
Filed 2026-10-28
Manuka Financial, LLC
DECREASED
Shares6,912 from 7,105
Change-193 (-3%)
Value$2.0M (-$172.9K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
DECREASED
Shares6,843 from 6,890
Change-47 (-1%)
Value$1.9M (-$142.0K)
Filed 2026-10-13
O'Connor Financial Group LLC
DECREASED
Shares6,814 from 7,014
Change-200 (-3%)
Value$1.9M (-$187.5K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares6,800 from 6,315
Change+485 (+8%)
Value$1.9M (+$20.2K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
DECREASED
Shares6,772 from 6,888
Change-116 (-2%)
Value$1.9M (-$161.3K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares6,767 from 5,930
Change+837 (+14%)
Value$1.9M (+$127.7K)
Filed 2026-10-02
Retirement Guys Formula LLC
DECREASED
Shares6,767 from 6,771
Change-4 (0%)
Value$1.9M (-$118.5K)
Filed 2026-10-26
Elevatus Welath Management
INCREASED
Shares6,736 from 3,915
Change+2,821 (+72%)
Value$1.9M (+$729.3K)
Filed 2026-10-19
21 West Wealth Management LLC
DECREASED
Shares6,727 from 6,976
Change-249 (-4%)
Value$1.9M (-$200.8K)
Filed 2026-10-13
Lord & Richards Wealth Management, LLC
DECREASED
Shares6,691 from 8,098
Change-1,407 (-17%)
Value$1.9M (-$550.9K)
Filed 2026-10-14
Traynor Capital Management, Inc.
INCREASED
Shares6,664 from 6,413
Change+251 (+4%)
Value$1.9M (-$47.9K)
Filed 2026-10-29
Bath Savings Trust Co
INCREASED
Shares6,648 from 6,229
Change+419 (+7%)
Value$1.9M (+$3.2K)
Filed 2026-10-07
Verus Capital Partners, LLC
DECREASED
Shares6,647 from 6,658
Change-11 (0%)
Value$1.9M (-$127.0K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
DECREASED
Shares6,618 from 6,728
Change-110 (-2%)
Value$1.9M (-$156.6K)
Filed 2026-10-15
Sachem Hill LLC
DECREASED
Shares6,575 from 6,641
Change-66 (-1%)
Value$1.9M (-$142.5K)
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED
Shares6,570 from 6,752
Change-182 (-3%)
Value$1.9M (-$177.8K)
Filed 2026-10-15
Pines Wealth Management, LLC
INCREASED
Shares6,557 from 6,184
Change+373 (+6%)
Value$1.9M (-$9.0K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares6,553 from 7,166
Change-613 (-9%)
Value$1.9M (-$307.9K)
Filed 2026-10-05
Lodestar Private Asset Management LLC
INCREASED
Shares6,551 from 6,491
Change+60 (+1%)
Value$1.9M (-$103.9K)
Filed 2026-10-26
Gray Private Wealth, LLC
DECREASED
Shares6,524 from 6,535
Change-11 (0%)
Value$1.9M (-$124.9K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares6,487 from 6,986
Change-499 (-7%)
Value$1.8M (-$272.1K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares6,461 from 6,497
Change-36 (-1%)
Value$1.8M (-$131.3K)
Filed 2026-10-26
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares6,448 from 6,449
Change-1 (0%)
Value$1.8M (-$120.2K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
DECREASED
Shares6,351 from 6,368
Change-17 (0%)
Value$1.8K (-$1.9M)
Filed 2026-10-21
HCR Wealth Advisors
DECREASED
Shares6,322 from 6,331
Change-9 (0%)
Value$1.8M (-$120.5K)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares6,302 from 6,337
Change-35 (-1%)
Value$1.8M (-$127.8K)
Filed 2026-10-22
Lee Financial Co
INCREASED
Shares6,301 from 6,290
Change+11 (+0%)
Value$1.8M (-$114.1K)
Filed 2026-10-16
Life Planning Partners, Inc
DECREASED
Shares6,287 from 6,829
Change-542 (-8%)
Value$1.8M (-$281.4K)
Filed 2026-10-28
New Covenant Trust Company, N.A.
INCREASED
Shares6,252 from 5,850
Change+402 (+7%)
Value$1.8M (+$5.4K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares6,224 from 5,822
Change+402 (+7%)
Value$1.8M (+$5.7K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
DECREASED
Shares6,189 from 6,268
Change-79 (-1%)
Value$1.8M (-$139.2K)
Filed 2026-10-20
Washburn Capital Management, Inc.
INCREASED
Shares6,171 from 4,171
Change+2,000 (+48%)
Value$1.8M (+$491.3K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
INCREASED
Shares6,170 from 6,049
Change+121 (+2%)
Value$1.8M (-$78.4K)
Filed 2026-10-27
Wisconsin Wealth Advisors, LLC
DECREASED
Shares6,161 from 6,419
Change-258 (-4%)
Value$1.8M (-$192.9K)
Filed 2026-10-08
Quadrant Capital Group LLC
UNCHANGED
Shares6,145 from 6,145
Change0 (0%)
Value$1.8M (-$91.9K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED
Shares6,133 from 6,194
Change-61 (-1%)
Value$1.7M (-$132.7K)
Filed 2026-11-05
Compass Financial Group, Inc
DECREASED
Shares6,127 from 6,273
Change-146 (-2%)
Value$1.7M (-$158.4K)
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares6,121 from 6,187
Change-66 (-1%)
Value$1.7M (-$133.8K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares6,119 from 5,756
Change+363 (+6%)
Value$1.7M (-$3.9K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
INCREASED
Shares6,086 from 5,991
Change+95 (+2%)
Value$1.7M (-$84.8K)
Filed 2026-10-26
Studio Investment Management LLC
INCREASED
Shares6,076 from 1,533
Change+4,543 (+296%)
Value$1.7M (+$1.3M)
Filed 2026-10-22
Mustard Seed Financial, LLC
INCREASED
Shares6,071 from 5,833
Change+238 (+4%)
Value$1.7M (-$40.9K)
Filed 2026-10-30
Independence Bank of Kentucky
INCREASED
Shares6,059 from 6,020
Change+39 (+1%)
Value$1.7M (-$101.1K)
Filed 2026-10-26
Tranquility Partners, LLC
DECREASED
Shares6,054 from 6,093
Change-39 (-1%)
Value$1.7M (-$124.6K)
Filed 2026-10-20
Lionshead Wealth Management, LLC
INCREASED
Shares6,025 from 5,597
Change+428 (+8%)
Value$1.7M (+$17.7K)
Filed 2026-10-21
Stone Loft Wealth Management LLC
INCREASED
Shares6,020 from 5,712
Change+308 (+5%)
Value$1.7M (+$16.0K)
Filed 2026-11-03
Romano Brothers and Company
UNCHANGED
Shares5,995 from 5,995
Change0 (0%)
Value$1.7M (-$111.7K)
Filed 2026-10-22
Marquette Asset Management, LLC
DECREASED
Shares5,967 from 6,024
Change-57 (-1%)
Value$1.7M (-$128.4K)
Filed 2026-10-09
Calder Financial LLC
DECREASED
Shares5,955 from 6,057
Change-102 (-2%)
Value$1.7M (-$141.6K)
Filed 2026-10-13
Kendall Capital Management
DECREASED
Shares5,951 from 5,953
Change-2 (0%)
Value$1.7M (-$111.5K)
Filed 2026-10-23
Journey Advisory Group, LLC
INCREASED
Shares5,940 from 859
Change+5,081 (+592%)
Value$1.7M (+$1.4M)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares5,889 from 6,223
Change-334 (-5%)
Value$1.7M (-$211.0K)
Filed 2026-10-29
Lavelle Capital LP
DECREASED
Shares5,883 from 6,455
Change-572 (-9%)
Value$1.7M (-$283.0K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares5,880 from 5,950
Change-70 (-1%)
Value$1.7M (-$130.7K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares5,772 from 5,244
Change+528 (+10%)
Value$1.6M (+$57.3K)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares5,745 from 4,184
Change+1,561 (+37%)
Value$1.6M (+$366.1K)
Filed 2026-11-04
GuidedMoney, LLC
UNCHANGED
Shares5,731 from 5,731
Change0 (0%)
Value$1.6M (-$106.8K)
Filed 2026-10-29
TME Financial, Inc.
INCREASED
Shares5,726 from 5,443
Change+283 (+5%)
Value$1.6M (-$20.7K)
Filed 2026-10-14
Tarbox Family Office, Inc.
UNCHANGED
Shares5,717 from 5,717
Change0 (0%)
Value$1.6M (-$106.5K)
Filed 2026-10-23
Revisor Wealth Management LLC
DECREASED
Shares5,712 from 6,657
Change-945 (-14%)
Value$1.6M (-$393.3K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares5,704 from 5,528
Change+176 (+3%)
Value$1.6M (-$53.0K)
Filed 2026-10-07
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares5,703 from 5,848
Change-145 (-2%)
Value$1.6M (-$150.2K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares5,686 from 13,325
Change-7,639 (-57%)
Value$1.6M (-$2.4M)
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares5,632 from 5,559
Change+73 (+1%)
Value$1.6M (-$82.8K)
Filed 2026-10-08
Verdence Capital Advisors LLC
INCREASED
Shares5,595 from 5,308
Change+287 (+5%)
Value$1.6M (-$17.2K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares5,561 from 5,599
Change-38 (-1%)
Value$1.6M (-$115.2K)
Filed 2026-10-20
Fulton Bank, N.A.
DECREASED
Shares5,560 from 5,896
Change-336 (-6%)
Value$1.6M (-$205.4K)
Filed 2026-10-14
Trinity Financial Advisors LLC
DECREASED
Shares5,558 from 5,691
Change-133 (-2%)
Value$1.6M (-$143.7K)
Filed 2026-10-09
Madden Securities Corp
DECREASED
Shares5,535 from 5,763
Change-228 (-4%)
Value$1.6M (-$172.2K)
Filed 2026-10-27
Pioneer Wealth Management Group
DECREASED
Shares5,527 from 6,550
Change-1,023 (-16%)
Value$1.6M (-$413.2K)
Filed 2026-10-09
180 Wealth Advisors, LLC
DECREASED
Shares5,500 from 5,549
Change-49 (-1%)
Value$1.6M (-$117.3K)
Filed 2026-11-03
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares5,498 from 5,496
Change+2 (+0%)
Value$1.6M (-$101.8K)
Filed 2026-10-16
Delta Financial Advisors LLC
INCREASED
Shares5,444 from 5,160
Change+284 (+6%)
Value$1.5M (-$15.2K)
Filed 2026-10-27
LAM Group, Inc.
DECREASED
Shares5,430 from 5,750
Change-320 (-6%)
Value$1.5M (-$198.2K)
Filed 2026-10-26
Wingate Wealth Advisors, Inc.
DECREASED
Shares5,425 from 5,451
Change-26 (0%)
Value$1.5M (-$109.0K)
Filed 2026-10-26
Defined Wealth Management, LLC
INCREASED
Shares5,347 from 5,307
Change+40 (+1%)
Value$1.5M (-$87.5K)
Filed 2026-10-19
Cidel Asset Management Inc
UNCHANGED
Shares5,334 from 5,334
Change0 (0%)
Value$1.5M (-$99.4K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares5,328 from 5,667
Change-339 (-6%)
Value$1.5M (-$202.0K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares5,291 from 5,339
Change-48 (-1%)
Value$1.5M (-$113.3K)
Filed 2026-10-30
Selby Wealth Management, LLC
DECREASED
Shares5,279 from 5,300
Change-21 (0%)
Value$1.5M (-$104.9K)
Filed 2026-10-16
WealthTrust Asset Management, LLC
DECREASED
Shares5,263 from 5,330
Change-67 (-1%)
Value$1.5M (-$118.4K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares5,251 from 5,471
Change-220 (-4%)
Value$1.5M (-$164.7K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares5,240 from 5,854
Change-614 (-10%)
Value$1.5M (-$283.8K)
Filed 2026-10-16
SigFig Wealth Management, LLC
DECREASED
Shares5,226 from 5,702
Change-476 (-8%)
Value$1.5M (-$231.3K)
Filed 2026-10-07
Beacon Advisors Holdings, LLC
INCREASED
Shares5,219 from 5,206
Change+13 (+0%)
Value$1.5M (-$93.1K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
DECREASED
Shares5,214 from 5,237
Change-23 (0%)
Value$1.5M (-$104.1K)
Filed 2026-11-03
Innovative Wealth Building LLC
INCREASED
Shares5,211 from 3,849
Change+1,362 (+35%)
Value$1.5M (+$315.8K)
Filed 2026-10-14
Grove Street Fiduciary, LLC
UNCHANGED
Shares5,210 from 5,210
Change0 (0%)
Value$1.5M (-$97.1K)
Filed 2026-10-13
Fidelis iM, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$1.5M (-$96.9K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,190 from 5,182
Change+8 (+0%)
Value$1.5M (-$94.4K)
Filed 2026-10-16
Norris Perne & French LLP
INCREASED
Shares5,174 from 5,137
Change+37 (+1%)
Value$1.5M (-$85.2K)
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,131 from 5,131
Change0 (0%)
Value$1.5M (-$95.6K)
Filed 2026-10-23
Guardsman Private Capital Management, Inc.
DECREASED
Shares5,110 from 5,130
Change-20 (0%)
Value$1.5M (-$101.3K)
Filed 2026-10-19
Cohen Investment Advisors LLC
INCREASED
Shares5,074 from 5,070
Change+4 (+0%)
Value$1.4M (-$93.3K)
Filed 2026-10-20
First Business Financial Services, Inc.
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$1.4M (-$94.5K)
Filed 2026-10-29
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares5,041 from 5,041
Change0 (0%)
Value$1.4M (-$93.9K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
INCREASED
Shares5,024 from 5,014
Change+10 (+0%)
Value$1.4M (-$90.6K)
Filed 2026-10-20
Paulson Wealth Management Inc.
DECREASED
Shares5,001 from 5,046
Change-45 (-1%)
Value$1.4M (-$106.8K)
Filed 2026-11-02
WealthCare Investment Partners, LLC
INCREASED
Shares4,993 from 2,737
Change+2,256 (+82%)
Value$1.4M (+$590.6K)
Filed 2026-11-05
Asempa Wealth Advisors
DECREASED
Shares4,988 from 5,216
Change-228 (-4%)
Value$1.4M (-$151.8K)
Filed 2026-10-07
Nabity-Jensen Investment Management Inc
DECREASED
Shares4,973 from 5,120
Change-147 (-3%)
Value$1.4M (-$137.1K)
Filed 2026-10-23
Sunburst Financial Group, LLC
UNCHANGED
Shares4,972 from 4,972
Change0 (0%)
Value$1.4M (-$92.6K)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,949 from 4,617
Change+332 (+7%)
Value$1.4M (+$8.4K)
Filed 2026-10-29
DBK Financial Counsel, LLC
DECREASED
Shares4,931 from 5,033
Change-102 (-2%)
Value$1.4M (-$122.8K)
Filed 2026-10-13
Burton Enright Welch
NEW
Shares4,926
Change+4,926
Value$1.4M
Filed 2026-11-04
Hourglass Capital, LLC
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$1.4M (-$91.8K)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
DECREASED
Shares4,883 from 4,891
Change-8 (0%)
Value$1.2M (-$240.8K)
Filed 2026-11-05
Sound Financial Strategies Group, LLC
INCREASED
Shares4,879 from 4,710
Change+169 (+4%)
Value$1.4M (-$39.7K)
Filed 2026-10-30
Lincoln Capital LLC
INCREASED
Shares4,876 from 4,800
Change+76 (+2%)
Value$1.4M (-$67.2K)
Filed 2026-10-09
Kennicott Capital Management LLC
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$1.4M (-$90.5K)
Filed 2026-10-16
Gibson Capital, LLC
DECREASED
Shares4,827 from 5,156
Change-329 (-6%)
Value$1.4M (-$189.7K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares4,827 from 4,844
Change-17 (0%)
Value$1.4M (-$95.2K)
Filed 2026-11-05
Kroeger Financial Partners
DECREASED
Shares4,825 from 4,943
Change-118 (-2%)
Value$1.4M (-$125.7K)
Filed 2026-10-19
Hegarty Advisors, LLC
INCREASED
Shares4,818 from 4,698
Change+120 (+3%)
Value$1.4M (-$53.3K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares4,757 from 4,475
Change+282 (+6%)
Value$1.4M (-$3.2K)
Filed 2026-11-03
North Star Investment Management Corp.
DECREASED
Shares4,741 from 4,901
Change-160 (-3%)
Value$1.3M (-$136.8K)
Filed 2026-10-27
Vilga Financial Planning LLC
DECREASED
Shares4,712 from 4,763
Change-51 (-1%)
Value$1.3M (-$103.2K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
INCREASED
Shares4,706 from 4,450
Change+256 (+6%)
Value$1.3M (-$10.0K)
Filed 2026-11-05
Dagco, Inc.
UNCHANGED
Shares4,699 from 4,699
Change0 (0%)
Value$1.3M (-$87.5K)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares4,688 from 4,335
Change+353 (+8%)
Value$1.3M (+$19.7K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares4,680 from 3,686
Change+994 (+27%)
Value$1.3M (+$214.3K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares4,671 from 5,714
Change-1,043 (-18%)
Value$1.3M (-$403.1K)
Filed 2026-10-14
Anchyra Partners LLC
DECREASED
Shares4,637 from 5,137
Change-500 (-10%)
Value$1.3M (-$237.9K)
Filed 2026-10-13
Upper Left Wealth Management, LLC
DECREASED
Shares4,630 from 4,756
Change-126 (-3%)
Value$1.3M (-$124.5K)
Filed 2026-10-14
First Interstate Bank
DECREASED
Shares4,610 from 5,388
Change-778 (-14%)
Value$1.3M (-$321.7K)
Filed 2026-10-23
GLR Partners, LLC
DECREASED
Shares4,603 from 4,833
Change-230 (-5%)
Value$1.3M (-$155.5K)
Filed 2026-11-04
Elm3 Financial Group, LLC
DECREASED
Shares4,589 from 4,631
Change-42 (-1%)
Value$1.3M (-$98.2K)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED
Shares4,584 from 4,608
Change-24 (-1%)
Value$1.3M (-$92.7K)
Filed 2026-11-04
Summa Corp.
UNCHANGED
Shares4,577 from 4,577
Change0 (0%)
Value$1.3M (-$85.3K)
Filed 2026-10-30
Absolute Capital Management, LLC
INCREASED
Shares4,569 from 3,881
Change+688 (+18%)
Value$1.3M (+$123.4K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares4,566 from 4,527
Change+39 (+1%)
Value$1.3M (-$73.3K)
Filed 2026-10-27
Sunbeam Capital Management, LLC
INCREASED
Shares4,549 from 4,537
Change+12 (+0%)
Value$1.3M (-$81.2K)
Filed 2026-11-05
Beacon Financial Group
DECREASED
Shares4,526 from 4,723
Change-197 (-4%)
Value$1.3M (-$143.9K)
Filed 2026-10-19
Tabr Capital Management, LLC
INCREASED
Shares4,512 from 4,398
Change+114 (+3%)
Value$1.3M (-$49.4K)
Filed 2026-10-20
Hiley Hunt Wealth Management
DECREASED
Shares4,508 from 4,692
Change-184 (-4%)
Value$1.3M (-$139.8K)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares4,482 from 2,241
Change+2,241 (+100%)
Value$1.3M (+$595.9K)
Filed 2026-11-05
Landmark Wealth Management, LLC
INCREASED
Shares4,461 from 4,455
Change+6 (+0%)
Value$1.3M (-$81.3K)
Filed 2026-11-03
Post Resch Tallon Group Inc.
INCREASED
Shares4,442 from 4,276
Change+166 (+4%)
Value$1.3M (-$32.6K)
Filed 2026-10-09
Nations Financial Group Inc,
DECREASED
Shares4,420 from 4,690
Change-270 (-6%)
Value$1.3M (-$164.2K)
Filed 2026-11-05
Balboa Wealth Partners
INCREASED
Shares4,417 from 4,260
Change+157 (+4%)
Value$1.3M (-$34.6K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
DECREASED
Shares4,409 from 4,816
Change-407 (-8%)
Value$1.3M (-$205.5K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares4,376
Change+4,376
Value$1.2M
Filed 2026-11-04
Copeland Capital Management, LLC
NEW
Shares4,375
Change+4,375
Value$1.2M
Filed 2026-10-13
Freedom Financial Partners LLC
INCREASED
Shares4,367 from 4,354
Change+13 (+0%)
Value$1.2M (-$77.2K)
Filed 2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED
Shares4,345 from 4,345
Change0 (0%)
Value$1.2K (-$81)
Filed 2026-10-13
Entrust Financial LLC
INCREASED
Shares4,339 from 4,068
Change+271 (+7%)
Value$1.2M (+$1.2K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
DECREASED
Shares4,300 from 4,570
Change-270 (-6%)
Value$1.2M (-$162.2K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares4,253 from 4,617
Change-364 (-8%)
Value$1.2M (-$189.6K)
Filed 2026-10-30
Biltmore Family Office, LLC
INCREASED
Shares4,248 from 4,226
Change+22 (+1%)
Value$1.2M (-$72.5K)
Filed 2026-11-03
Trust Co of Toledo NA
DECREASED
Shares4,240 from 4,262
Change-22 (-1%)
Value$1.2M (-$85.7K)
Filed 2026-10-16
Atlas Brown,Inc.
INCREASED
Shares4,207 from 3,340
Change+867 (+26%)
Value$1.2M (+$184.4K)
Filed 2026-10-09
Kuhn & Co Investment Counsel
INCREASED
Shares4,193 from 4,096
Change+97 (+2%)
Value$1.2M (-$48.7K)
Filed 2026-10-29
CPA Asset Management Group, LLC
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$1.2M (-$76.7K)
Filed 2026-10-26
Luminvest Wealth Management LLC
DECREASED
Shares4,115 from 4,676
Change-561 (-12%)
Value$1.2M (-$246.7K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares4,104 from 4,134
Change-30 (-1%)
Value$1.2M (-$85.6K)
Filed 2026-10-19
Laurel Wealth Planning LLC
UNCHANGED
Shares4,085 from 4,085
Change0 (0%)
Value$1.2M (-$76.1K)
Filed 2026-11-02
GEM Asset Management, LLC
INCREASED
Shares4,080 from 3,853
Change+227 (+6%)
Value$1.2M (-$7.2K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares4,071 from 4,042
Change+29 (+1%)
Value$1.2M (-$67.1K)
Filed 2026-11-05
Probity Advisors, Inc.
DECREASED
Shares4,064 from 4,096
Change-32 (-1%)
Value$1.2M (-$85.3K)
Filed 2026-10-23
Donalies Financial Planning, LLC
INCREASED
Shares4,044 from 4,034
Change+10 (+0%)
Value$1.2M (-$72.4K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED
Shares4,014 from 4,010
Change+4 (+0%)
Value$1.1M (-$73.7K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares4,006
Change+4,006
Value$1.1M
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares3,999 from 3,257
Change+742 (+23%)
Value$1.2M (+$162.9K)
Filed 2026-10-09
FC Advisory LLC
INCREASED
Shares3,983 from 3,950
Change+33 (+1%)
Value$1.1M (-$64.1K)
Filed 2026-10-05
Tompkins Financial Corp
DECREASED
Shares3,965 from 4,155
Change-190 (-5%)
Value$1.1M (-$131.5K)
Filed 2026-10-05
Fort Washington Investment Advisors Inc
INCREASED
Shares3,946 from 3,901
Change+45 (+1%)
Value$1.1M (-$60.1K)
Filed 2026-10-15
LEE Danner & Bass Inc
UNCHANGED
Shares3,941 from 3,941
Change0 (0%)
Value$1.1M (-$73.4K)
Filed 2026-10-27
Piedmont Capital Management, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$1.1M (-$72.7K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares3,875 from 3,875
Change0 (0%)
Value$988.5K (-$58.0K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$1.1M (-$72.2K)
Filed 2026-11-03
Outbound Financial Inc
UNCHANGED
Shares3,869 from 3,869
Change0 (0%)
Value$1.1M (-$72.1K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares3,854 from 5,654
Change-1,800 (-32%)
Value$1.1M (-$617.4K)
Filed 2026-11-05
Valpey Financial Services, LLC
INCREASED
Shares3,832 from 3,690
Change+142 (+4%)
Value$1.1M (-$28.3K)
Filed 2026-10-30
Regatta Capital Group, LLC
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$1.1M (-$71.0K)
Filed 2026-10-23
L.K. Benson & Company, P.C.
DECREASED
Shares3,752 from 4,164
Change-412 (-10%)
Value$1.1M (-$195.0K)
Filed 2026-10-23
North Capital, Inc.
INCREASED
Shares3,751 from 3,740
Change+11 (+0%)
Value$1.1M (-$52.8K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares3,747 from 4,335
Change-588 (-14%)
Value$1.1M (-$248.0K)
Filed 2026-10-01
TFC Financial Management, Inc.
INCREASED
Shares3,746 from 3,710
Change+36 (+1%)
Value$1.1M (-$59.0K)
Filed 2026-10-26
Harbor Group, Inc.
DECREASED
Shares3,626 from 4,237
Change-611 (-14%)
Value$1.0M (-$252.7K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,614 from 3,614
Change0 (0%)
Value$1.0M (-$67.3K)
Filed 2026-10-27
Nestegg Advisors, Inc.
INCREASED
Shares3,598 from 3,204
Change+394 (+12%)
Value$1.0M (+$52.6K)
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares3,595 from 3,594
Change+1 (+0%)
Value$1.0M (-$66.9K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$1.0M (-$66.8K)
Filed 2026-10-08
BXM Wealth LLC
INCREASED
Shares3,583 from 3,416
Change+167 (+5%)
Value$1.0M (-$16.0K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
DECREASED
Shares3,572 from 3,668
Change-96 (-3%)
Value$1.0M (-$82.5K)
Filed 2026-10-19
Ballast Financial Advisors LLC
INCREASED
Shares3,571 from 3,359
Change+212 (+6%)
Value$1.0M (-$2.3K)
Filed 2026-10-26
Cabot-Wellington, LLC
DECREASED
Shares3,565 from 5,360
Change-1,795 (-33%)
Value$1.0M (-$610.3K)
Filed 2026-11-02
Shayne & Jacobs, LLC
UNCHANGED
Shares3,556 from 3,556
Change0 (0%)
Value$1.0M (-$66.2K)
Filed 2026-10-21
Diversified Portfolios, Inc.
DECREASED
Shares3,544 from 3,560
Change-16 (0%)
Value$1.0M (-$70.9K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares3,532 from 3,541
Change-9 (0%)
Value$1.0M (-$68.5K)
Filed 2026-10-21
Stockman Wealth Management, Inc.
DECREASED
Shares3,524 from 3,719
Change-195 (-5%)
Value$1.0M (-$124.8K)
Filed 2026-10-27
Sidoxia Capital Management, LLC
INCREASED
Shares3,510 from 3,385
Change+125 (+4%)
Value$998.6K (-$27.5K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
DECREASED
Shares3,510 from 3,534
Change-24 (-1%)
Value$998.6K (-$72.5K)
Filed 2026-11-02
Droms Strauss Advisors Inc
DECREASED
Shares3,506 from 3,576
Change-70 (-2%)
Value$997.3K (-$86.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares3,491 from 3,229
Change+262 (+8%)
Value$993.3K (+$14.3K)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
INCREASED
Shares3,490 from 3,407
Change+83 (+2%)
Value$992.8K (-$39.9K)
Filed 2026-10-26
Vigilare Wealth Management
INCREASED
Shares3,489 from 2,804
Change+685 (+24%)
Value$992.7K (+$142.6K)
Filed 2026-10-29
Winthrop Capital Management, LLC
DECREASED
Shares3,478 from 3,513
Change-35 (-1%)
Value$989.5K (-$75.5K)
Filed 2026-11-05
Eagle Bluffs Wealth Management LLC
DECREASED
Shares3,468 from 3,498
Change-30 (-1%)
Value$986.6K (-$73.7K)
Filed 2026-10-20
Oakworth Capital, Inc.
DECREASED
Shares3,467 from 3,482
Change-15 (0%)
Value$986.3K (-$68.4K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares3,466 from 3,533
Change-67 (-2%)
Value$986.0K (-$84.9K)
Filed 2026-10-28
Nicholas Wealth, Llc.
INCREASED
Shares3,446 from 2,835
Change+611 (+22%)
Value$980.4K (+$121.2K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares3,436 from 7,195
Change-3,759 (-52%)
Value$977.6K (-$1.2M)
Filed 2026-10-27
First Community Trust NA
INCREASED
Shares3,434 from 2,835
Change+599 (+21%)
Value$976.9K (+$117.6K)
Filed 2026-10-07
Segment Wealth Management, LLC
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$976.2K (-$63.9K)
Filed 2026-10-26
KFG LLC
NEW
Shares3,425
Change+3,425
Value$974.4K
Filed 2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED
Shares3,420 from 3,420
Change0 (0%)
Value$972.9K (-$63.7K)
Filed 2026-10-15
71 West Capital Partners
DECREASED
Shares3,411 from 4,140
Change-729 (-18%)
Value$970.4K (-$284.5K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares3,408 from 2,408
Change+1,000 (+42%)
Value$969.5K (+$239.6K)
Filed 2026-10-30
Pearl Planning LLC
DECREASED
Shares3,407 from 3,445
Change-38 (-1%)
Value$969.3K (-$75.0K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares3,406 from 2,309
Change+1,097 (+48%)
Value$979.8K (+$279.9K)
Filed 2026-10-27
Pecaut & Co.
INCREASED
Shares3,400 from 3,367
Change+33 (+1%)
Value$967.2K (-$53.3K)
Filed 2026-10-27
Trust Point Inc.
DECREASED
Shares3,354 from 3,378
Change-24 (-1%)
Value$954.2K (-$69.8K)
Filed 2026-10-27
Hill Island Financial LLC
DECREASED
Shares3,345 from 3,347
Change-2 (0%)
Value$951.7K (-$62.9K)
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$951.6K (-$62.3K)
Filed 2026-10-30
Prospera Capital Management, LLC
INCREASED
Shares3,337 from 2,794
Change+543 (+19%)
Value$949.3K (+$106.4K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares3,324 from 2,897
Change+427 (+15%)
Value$945.7K (+$67.6K)
Filed 2026-11-02
Hughes Financial Services, LLC
DECREASED
Shares3,313 from 3,349
Change-36 (-1%)
Value$976.4K (-$38.8K)
Filed 2026-10-30
Arista Wealth Management, LLC
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$938.2K (-$61.4K)
Filed 2026-10-29
Strategic Equity Management
DECREASED
Shares3,279 from 10,745
Change-7,466 (-69%)
Value$932.9K (-$2.3M)
Filed 2026-11-04
Bangor Savings Bank
INCREASED
Shares3,279 from 3,129
Change+150 (+5%)
Value$932.8K (-$15.6K)
Filed 2026-10-06
KPP Advisory Services LLC
INCREASED
Shares3,265 from 1,478
Change+1,787 (+121%)
Value$928.8K (+$480.9K)
Filed 2026-10-26
Rockland Trust Co
INCREASED
Shares3,262 from 2,893
Change+369 (+13%)
Value$928.0K (+$51.1K)
Filed 2026-10-05
Dala Group, LLC
DECREASED
Shares3,262 from 3,304
Change-42 (-1%)
Value$928.1K (-$73.4K)
Filed 2026-10-29
Essex LLC
DECREASED
Shares3,253 from 3,405
Change-152 (-4%)
Value$925.3K (-$106.9K)
Filed 2026-10-14
Autumn Glory Partners, LLC
DECREASED
Shares3,241 from 5,386
Change-2,145 (-40%)
Value$922.0K (-$710.6K)
Filed 2026-10-26
Affiance Financial, LLC
INCREASED
Shares3,221 from 3,220
Change+1 (+0%)
Value$916.6K (-$59.7K)
Filed 2026-10-15
Verus Financial Partners, Inc.
INCREASED
Shares3,213 from 3,158
Change+55 (+2%)
Value$914.0K (-$43.2K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
UNCHANGED
Shares3,199 from 3,199
Change0 (0%)
Value$910.1K (-$59.6K)
Filed 2026-11-03
Strid Group, LLC
INCREASED
Shares3,198 from 2,053
Change+1,145 (+56%)
Value$909.9K (+$287.7K)
Filed 2026-10-28
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares3,196 from 3,196
Change0 (0%)
Value$909.2K (-$59.5K)
Filed 2026-10-28
Tctc Holdings, LLC
UNCHANGED
Shares3,173 from 3,173
Change0 (0%)
Value$902.7K (-$59.1K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$901.5K (-$59.0K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares3,167 from 5,261
Change-2,094 (-40%)
Value$901.0K (-$693.9K)
Filed 2026-10-30
Smith Salley Wealth Management
INCREASED
Shares3,161 from 898
Change+2,263 (+252%)
Value$899.3K (+$627.1K)
Filed 2026-11-03
Lpwm LLC
INCREASED
Shares3,148 from 2,982
Change+166 (+6%)
Value$895.6K (-$8.3K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
INCREASED
Shares3,147 from 2,862
Change+285 (+10%)
Value$895.3K (+$27.8K)
Filed 2026-10-13
Searle & Co.
UNCHANGED
Shares3,146 from 3,146
Change0 (0%)
Value$895.0K (-$58.6K)
Filed 2026-11-04
Community Trust & Investment Co
DECREASED
Shares3,115 from 3,235
Change-120 (-4%)
Value$886.2K (-$94.4K)
Filed 2026-10-15
Outlook Wealth Advisors, LLC
INCREASED
Shares3,098 from 2,765
Change+333 (+12%)
Value$881.4K (+$43.2K)
Filed 2026-10-28
Anderson Hoagland & Co
DECREASED
Shares3,077 from 6,695
Change-3,618 (-54%)
Value$888.3K (-$1.1M)
Filed 2026-10-23
Arcadia Investment Advisors LLC
DECREASED
Shares3,069 from 25,635
Change-22,566 (-88%)
Value$873.1K (-$6.9M)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,068 from 3,067
Change+1 (+0%)
Value$872.7K (-$57.0K)
Filed 2026-10-15
Vista Investment Partners II, LLC
DECREASED
Shares3,062 from 3,544
Change-482 (-14%)
Value$871.1K (-$203.1K)
Filed 2026-10-15
Elyxium Wealth, LLC
UNCHANGED
Shares3,061 from 3,061
Change0 (0%)
Value$870.8K (-$57.0K)
Filed 2026-10-27
J2 Capital Management Inc
INCREASED
Shares3,046 from 2,944
Change+102 (+3%)
Value$866.5K (-$25.9K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares3,026 from 2,446
Change+580 (+24%)
Value$860.7K (+$119.2K)
Filed 2026-11-05
Kachkovsky & Fisher, Inc.
DECREASED
Shares3,025 from 3,155
Change-130 (-4%)
Value$860.4K (-$95.9K)
Filed 2026-10-21
Carroll Advisory Group, LLC
DECREASED
Shares3,022 from 3,039
Change-17 (-1%)
Value$859.6K (-$61.7K)
Filed 2026-10-16
Clark Wealth Partners
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$851.2K (-$55.7K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares2,975 from 2,971
Change+4 (+0%)
Value$846.3K (-$54.4K)
Filed 2026-10-08
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,966 from 2,808
Change+158 (+6%)
Value$843.9K (-$7.4K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares2,951 from 3,021
Change-70 (-2%)
Value$839.5K (-$76.1K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares2,950 from 2,751
Change+199 (+7%)
Value$839.2K (+$5.2K)
Filed 2026-10-29
Adirondack Trust Co
INCREASED
Shares2,946 from 2,811
Change+135 (+5%)
Value$838.0K (-$14.0K)
Filed 2026-10-14
Human Investing LLC
DECREASED
Shares2,934 from 3,019
Change-85 (-3%)
Value$834.6K (-$80.4K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$847.8K (-$38.2K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares2,919 from 1,686
Change+1,233 (+73%)
Value$830.4K (+$319.4K)
Filed 2026-10-14
First National Trust Co
INCREASED
Shares2,911 from 2,747
Change+164 (+6%)
Value$828.2K (-$4.5K)
Filed 2026-10-28
Clayton Financial Group LLC
INCREASED
Shares2,901 from 2,823
Change+78 (+3%)
Value$825.4K (-$30.2K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
INCREASED
Shares2,888 from 2,626
Change+262 (+10%)
Value$821.6K (+$25.6K)
Filed 2026-10-26
FWG Investments, Llc.
INCREASED
Shares2,885 from 2,367
Change+518 (+22%)
Value$820.9K (+$103.4K)
Filed 2026-11-03
Solstein Capital, LLC
INCREASED
Shares2,876 from 2,868
Change+8 (+0%)
Value$818.2K (-$51.1K)
Filed 2026-11-02
Parcion Private Wealth LLC
UNCHANGED
Shares2,862 from 2,862
Change0 (0%)
Value$814.2K (-$53.3K)
Filed 2026-10-28
Marathon Strategic Advisors, LLC
DECREASED
Shares2,859 from 3,024
Change-165 (-5%)
Value$813.4K (-$103.3K)
Filed 2026-10-20
Advocate Investing Services LLC
DECREASED
Shares2,857 from 3,234
Change-377 (-12%)
Value$812.7K (-$167.7K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
INCREASED
Shares2,818 from 2,752
Change+66 (+2%)
Value$801.8K (-$33.0K)
Filed 2026-10-26
Cooper S Advisors, LLC
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$798.1K (-$52.1K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares2,803 from 1,090
Change+1,713 (+157%)
Value$797.3K (+$466.8K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,785 from 2,376
Change+409 (+17%)
Value$792.5K (+$72.1K)
Filed 2026-10-29
Atwater Malick LLC
DECREASED
Shares2,775 from 2,792
Change-17 (-1%)
Value$789.5K (-$56.9K)
Filed 2026-10-15
Cdkv Holdings LLC
INCREASED
Shares2,771 from 2,576
Change+195 (+8%)
Value$788.3K (+$7.5K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,758 from 2,323
Change+435 (+19%)
Value$784.7K (+$80.6K)
Filed 2026-10-15
Transcendent Capital Group LLC
INCREASED
Shares2,751 from 2,490
Change+261 (+10%)
Value$782.6K (+$27.9K)
Filed 2026-10-28
McGuire Investment Group, LLC
INCREASED
Shares2,725 from 2,710
Change+15 (+1%)
Value$775.2K (-$46.2K)
Filed 2026-10-23
Sara-Bay Financial
INCREASED
Shares2,724 from 2,612
Change+112 (+4%)
Value$775.0K (-$16.8K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares2,720 from 3,206
Change-486 (-15%)
Value$773.7K (-$198.2K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares2,718 from 2,597
Change+121 (+5%)
Value$773.4K (-$13.8K)
Filed 2026-10-16
MBL Wealth, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$768.1K (-$50.3K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
INCREASED
Shares2,692 from 2,672
Change+20 (+1%)
Value$765.8K (-$44.1K)
Filed 2026-10-21
Seek First Inc.
INCREASED
Shares2,687 from 2,679
Change+8 (+0%)
Value$764.5K (-$47.7K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares2,683 from 2,684
Change-1 (0%)
Value$763.2K (-$50.3K)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,652 from 2,650
Change+2 (+0%)
Value$754.3K (-$49.1K)
Filed 2026-11-02
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$751.8K (-$49.3K)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$749.9K (-$49.1K)
Filed 2026-10-16
Allodium Investment Consultants, LLC
DECREASED
Shares2,631 from 2,882
Change-251 (-9%)
Value$748.4K (-$125.0K)
Filed 2026-10-14
Camden National Bank
INCREASED
Shares2,625 from 2,621
Change+4 (+0%)
Value$746.8K (-$47.7K)
Filed 2026-11-02
Occidental Asset Management, LLC
NEW
Shares2,605
Change+2,605
Value$741.1K
Filed 2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED
Shares2,603 from 2,563
Change+40 (+2%)
Value$740.5K (-$36.4K)
Filed 2026-10-16
Tactive Advisors, LLC
DECREASED
Shares2,600 from 3,263
Change-663 (-20%)
Value$739.7K (-$249.3K)
Filed 2026-10-08
Grandfield & Dodd, LLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$739.5K (-$48.4K)
Filed 2026-10-29
Heritage Investment Group, Inc.
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$731.1K (-$47.9K)
Filed 2026-11-03
Novem Group
DECREASED
Shares2,568 from 2,776
Change-208 (-7%)
Value$730.5K (-$111.0K)
Filed 2026-10-19
Flywheel Private Wealth LLC
DECREASED
Shares2,562 from 2,571
Change-9 (0%)
Value$728.8K (-$50.8K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares2,560 from 2,430
Change+130 (+5%)
Value$728.2K (-$8.3K)
Filed 2026-11-02
Rodgers & Associates, LTD
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$718.7K (-$47.1K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED
Shares2,517 from 2,530
Change-13 (-1%)
Value$715.9K (-$51.0K)
Filed 2026-11-04
Northbridge Financial Group, LLC
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$731.5K (-$30.2K)
Filed 2026-11-05
Churchill Financial Advisors, LLC
INCREASED
Shares2,499 from 2,475
Change+24 (+1%)
Value$710.9K (-$39.3K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares2,497 from 4,031
Change-1,534 (-38%)
Value$710.6K (-$511.2K)
Filed 2026-10-09
Glaxis Capital Management, LLC
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$710.4K (-$46.5K)
Filed 2026-11-02
TPG Advisors LLC
INCREASED
Shares2,474 from 2,453
Change+21 (+1%)
Value$703.9K (-$39.7K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares2,457 from 2,423
Change+34 (+1%)
Value$698.9K (-$35.7K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
INCREASED
Shares2,445 from 2,442
Change+3 (+0%)
Value$695.6K (-$44.4K)
Filed 2026-10-29
Prosperitas Financial LLC
INCREASED
Shares2,441 from 1,992
Change+449 (+23%)
Value$694.3K (+$90.4K)
Filed 2026-10-28
FF Advisors,LLC
INCREASED
Shares2,440 from 2,284
Change+156 (+7%)
Value$694.2K (+$1.8K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares2,419 from 2,408
Change+11 (+0%)
Value$688.1K (-$41.9K)
Filed 2026-10-14
1900 Wealth Management LLC
INCREASED
Shares2,410 from 2,360
Change+50 (+2%)
Value$685.6K (-$29.7K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
INCREASED
Shares2,408 from 2,352
Change+56 (+2%)
Value$685.1K (-$27.9K)
Filed 2026-10-21
Denver PWM, LLC
INCREASED
Shares2,404 from 2,403
Change+1 (+0%)
Value$684.0K (-$59.3K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares2,394 from 2,411
Change-17 (-1%)
Value$681.2K (-$49.5K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares2,387 from 2,384
Change+3 (+0%)
Value$679.1K (-$43.6K)
Filed 2026-10-20
Waystone Advisors LLC
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$720.2K ($0)
Filed 2026-10-16
Redwood Family Wealth LLC
INCREASED
Shares2,372 from 2,364
Change+8 (+0%)
Value$674.7K (-$41.9K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares2,370 from 2,309
Change+61 (+3%)
Value$674.2K (-$25.8K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
DECREASED
Shares2,369 from 2,468
Change-99 (-4%)
Value$674.1K (-$74.1K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares2,368 from 2,400
Change-32 (-1%)
Value$673.7K (-$53.8K)
Filed 2026-10-06
Intergy Private Wealth, LLC
INCREASED
Shares2,360 from 2,242
Change+118 (+5%)
Value$671.4K (-$8.1K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,360 from 2,247
Change+113 (+5%)
Value$671.4K (-$9.9K)
Filed 2026-10-26
Mann Financial Group, Inc.
NEW
Shares2,359
Change+2,359
Value$671.1K
Filed 2026-10-15
Nilsine Partners, LLC
DECREASED
Shares2,356 from 3,054
Change-698 (-23%)
Value$670.2K (-$255.5K)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares2,346 from 2,218
Change+128 (+6%)
Value$667.4K (-$4.9K)
Filed 2026-10-27
Old Second National Bank of Aurora
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$661.4K (-$43.3K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
DECREASED
Shares2,320 from 2,357
Change-37 (-2%)
Value$675.3K (-$32.6K)
Filed 2026-10-19
Optima Capital LLC
DECREASED
Shares2,314 from 2,344
Change-30 (-1%)
Value$658.3K (-$52.2K)
Filed 2026-10-29
Rede Wealth, LLC
INCREASED
Shares2,312 from 2,056
Change+256 (+12%)
Value$657.7K (+$34.5K)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$657.3K (-$43.5K)
Filed 2026-10-22
Powerhouse Assets LLC
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$655.4K (-$42.8K)
Filed 2026-10-19
CPC Advisors, LLC
INCREASED
Shares2,284 from 1,022
Change+1,262 (+123%)
Value$649.8K (+$340.0K)
Filed 2026-10-21
Integrated Wealth Management
DECREASED
Shares2,283 from 2,316
Change-33 (-1%)
Value$649.5K (-$52.4K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares2,281 from 1,738
Change+543 (+31%)
Value$648.9K (+$122.1K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
DECREASED
Shares2,275 from 2,826
Change-551 (-19%)
Value$647.3K (-$209.4K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares2,274 from 2,005
Change+269 (+13%)
Value$647.0K (+$39.1K)
Filed 2026-10-29
Milestone Investment Advisors LLC
DECREASED
Shares2,271 from 2,278
Change-7 (0%)
Value$646.1K (-$44.4K)
Filed 2026-11-05
NTV Asset Management LLC
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$645.2K (-$42.3K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares2,266 from 2,280
Change-14 (-1%)
Value$644.6K (-$46.5K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares2,259 from 2,094
Change+165 (+8%)
Value$642.7K (+$7.8K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares2,258 from 2,185
Change+73 (+3%)
Value$642.3K (-$19.9K)
Filed 2026-10-27
Advisortrust Partners, LLC
UNCHANGED
Shares2,255 from 2,255
Change0 (0%)
Value$641.5K (-$42.0K)
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$641.0K (-$42.0K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares2,251 from 2,383
Change-132 (-6%)
Value$640.3K (-$81.8K)
Filed 2026-10-19
Harmony Asset Management LLC
DECREASED
Shares2,241 from 4,959
Change-2,718 (-55%)
Value$637.6K (-$865.6K)
Filed 2026-10-20
Angeles Wealth Management, LLC
DECREASED
Shares2,235 from 2,448
Change-213 (-9%)
Value$635.9K (-$106.1K)
Filed 2026-10-26
Penobscot Wealth Management
DECREASED
Shares2,234 from 2,247
Change-13 (-1%)
Value$635.6K (-$45.7K)
Filed 2026-10-21
Tenzing Financial LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$630.6K (-$38.2K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
DECREASED
Shares2,212 from 6,711
Change-4,499 (-67%)
Value$629.4K (-$1.4M)
Filed 2026-10-09
First Security Investment Management, Inc.
DECREASED
Shares2,193 from 2,360
Change-167 (-7%)
Value$623.8K (-$91.7K)
Filed 2026-11-05
Carret Asset Management, LLC
INCREASED
Shares2,193 from 2,191
Change+2 (+0%)
Value$623.8K (-$40.4K)
Filed 2026-11-04
Finward Bancorp
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$623.3K (-$40.8K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares2,184 from 3,484
Change-1,300 (-37%)
Value$621.3K (-$434.7K)
Filed 2026-10-30
First County Bank
DECREASED
Shares2,182 from 2,258
Change-76 (-3%)
Value$620.8K (-$63.7K)
Filed 2026-10-13
KRM Wealth Management L.L.C.
DECREASED
Shares2,171 from 2,206
Change-35 (-2%)
Value$617.5K (-$51.0K)
Filed 2026-11-02
Unified Investment Management
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$615.9K (-$40.3K)
Filed 2026-10-14
Bison Wealth, LLC
DECREASED
Shares2,159 from 2,231
Change-72 (-3%)
Value$622.2K (-$50.8K)
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares2,155 from 2,121
Change+34 (+2%)
Value$613.1K (-$29.9K)
Filed 2026-10-13
Covenant Asset Management, LLC
INCREASED
Shares2,149 from 2,137
Change+12 (+1%)
Value$611.4K (-$36.4K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED
Shares2,141 from 2,206
Change-65 (-3%)
Value$609.2K (-$59.6K)
Filed 2026-11-02
Meridian Financial Partners LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$614.5K (-$19.3K)
Filed 2026-10-23
Obermeyer Wealth Partners
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$604.8K (-$39.6K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares2,125 from 2,195
Change-70 (-3%)
Value$604.5K (-$60.8K)
Filed 2026-10-28
BAR Harbor Wealth Management
INCREASED
Shares2,123 from 2,073
Change+50 (+2%)
Value$604.0K (-$24.4K)
Filed 2026-10-21
Chapin Davis, Inc.
INCREASED
Shares2,113 from 2,112
Change+1 (+0%)
Value$601.1K (-$39.1K)
Filed 2026-10-09
Appleton Partners Inc
DECREASED
Shares2,110 from 2,125
Change-15 (-1%)
Value$600 (-$643.4K)
Filed 2026-10-30
Jm2 Capital Inc.
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$596.3K (-$39.0K)
Filed 2026-10-14
My Personal CFO, LLC
INCREASED
Shares2,093 from 2,091
Change+2 (+0%)
Value$595.5K (-$38.4K)
Filed 2026-10-14
Principal Financial Group Inc
DECREASED
Shares2,066 from 2,229
Change-163 (-7%)
Value$587.8K (-$87.9K)
Filed 2026-11-02
Moneywise, Inc.
DECREASED
Shares2,065 from 9,197
Change-7,132 (-78%)
Value$587.5K (-$2.2M)
Filed 2026-10-30
IMG Wealth Management, Inc.
DECREASED
Shares2,059 from 2,066
Change-7 (0%)
Value$585.8K (-$40.5K)
Filed 2026-10-27
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,055 from 2,061
Change-6 (0%)
Value$584.6K (-$40.1K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,055 from 2,050
Change+5 (+0%)
Value$584.6K (-$36.7K)
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares2,047 from 2,454
Change-407 (-17%)
Value$582.4K (-$161.5K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares2,044 from 2,046
Change-2 (0%)
Value$581.5K (-$38.7K)
Filed 2026-11-05
LifeGuide Financial Advisors, LLC
INCREASED
Shares2,042 from 1,646
Change+396 (+24%)
Value$580.9K (+$81.9K)
Filed 2026-10-20
Stanley-Laman Group, Ltd.
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$579.2K (-$37.9K)
Filed 2026-10-20
Wealth Management Nebraska
INCREASED
Shares2,032 from 2,008
Change+24 (+1%)
Value$578.1K (-$30.6K)
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$577.7K (-$37.8K)
Filed 2026-11-02
Wiregrass Investment Management LLC
INCREASED
Shares2,030 from 2,029
Change+1 (+0%)
Value$577.6K (-$37.6K)
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
DECREASED
Shares2,028 from 3,825
Change-1,797 (-47%)
Value$577.0K (-$582.5K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares2,013 from 1,852
Change+161 (+9%)
Value$576.9K (+$18.6K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares2,010 from 1,972
Change+38 (+2%)
Value$571.8K (-$25.9K)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares1,991 from 1,979
Change+12 (+1%)
Value$566.5K (-$33.5K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED
Shares1,989 from 1,948
Change+41 (+2%)
Value$565.7K (-$24.8K)
Filed 2026-10-16
Peirce Capital Management, LLC
INCREASED
Shares1,984 from 1,978
Change+6 (+0%)
Value$564.3K (-$35.2K)
Filed 2026-10-19
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$563.3K (-$36.9K)
Filed 2026-10-15
Family CFO Inc
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$562.7K (-$36.9K)
Filed 2026-10-30
Shepherd Financial Partners LLC
DECREASED
Shares1,977 from 2,060
Change-83 (-4%)
Value$562.4K (-$62.0K)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares1,968 from 1,974
Change-6 (0%)
Value$559.8K (-$38.5K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares1,967 from 1,991
Change-24 (-1%)
Value$559.6K (-$43.9K)
Filed 2026-11-03
Busey Bank
INCREASED
Shares1,965 from 1,930
Change+35 (+2%)
Value$559.0K (-$26.0K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares1,965 from 1,964
Change+1 (+0%)
Value$559 (-$36)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares1,950 from 957
Change+993 (+104%)
Value$554.5K (+$264.5K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
DECREASED
Shares1,949 from 1,960
Change-11 (-1%)
Value$554.5K (-$39.6K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
DECREASED
Shares1,945 from 2,607
Change-662 (-25%)
Value$553.3K (-$236.9K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares1,932
Change+1,932
Value$553
Filed 2026-10-02
55 North Private Wealth, LLC
DECREASED
Shares1,931 from 1,934
Change-3 (0%)
Value$549.4K (-$36.8K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares1,929 from 1,929
Change0 (0%)
Value$548.8K (-$35.9K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares1,916 from 1,914
Change+2 (+0%)
Value$545.1K (-$35.2K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
DECREASED
Shares1,911 from 1,945
Change-34 (-2%)
Value$543.6K (-$45.9K)
Filed 2026-10-07
Insight Advisors, LLC/ PA
DECREASED
Shares1,906 from 2,014
Change-108 (-5%)
Value$542.4K (-$68.1K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,905 from 1,401
Change+504 (+36%)
Value$538 (-$166.7K)
Filed 2026-11-04
Uncommon Cents Investing Inc
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$538.8K (-$35.3K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
DECREASED
Shares1,874 from 1,908
Change-34 (-2%)
Value$533.2K (-$45.1K)
Filed 2026-10-22
Power Wealth Management LLC
NEW
Shares1,871
Change+1,871
Value$532.3K
Filed 2026-10-27
Main Street Group, LTD
DECREASED
Shares1,868 from 2,015
Change-147 (-7%)
Value$531.5K (-$79.3K)
Filed 2026-10-28
Stevens Capital Partners
DECREASED
Shares1,867 from 2,316
Change-449 (-19%)
Value$531.2K (-$170.9K)
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$530.6K (-$34.7K)
Filed 2026-10-26
Cypress Financial Planning LLC
DECREASED
Shares1,861 from 1,863
Change-2 (0%)
Value$529.4K (-$35.3K)
Filed 2026-10-09
TMB Capital Partners, LLC
INCREASED
Shares1,860 from 1,541
Change+319 (+21%)
Value$529.2K (+$62.0K)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares1,851 from 2,509
Change-658 (-26%)
Value$526.6K (-$233.9K)
Filed 2026-10-05
Partners Wealth Management, LLC
INCREASED
Shares1,849 from 1,172
Change+677 (+58%)
Value$525.9K (+$170.5K)
Filed 2026-10-28
Vision Capital Management, Inc.
UNCHANGED
Shares1,847 from 1,847
Change0 (0%)
Value$525.5K (-$34.4K)
Filed 2026-10-20
Kaizen Financial Strategies
INCREASED
Shares1,839 from 1,834
Change+5 (+0%)
Value$523.2K (-$29.7K)
Filed 2026-10-09
NBT Bank, N.A.
DECREASED
Shares1,810 from 1,816
Change-6 (0%)
Value$514.9K (-$35.5K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$513.8K (-$33.6K)
Filed 2026-10-30
Means Investment Co., Inc.
INCREASED
Shares1,804 from 1,800
Change+4 (+0%)
Value$513.2K (-$32.4K)
Filed 2026-11-03
Archer Investment Corp
INCREASED
Shares1,801 from 1,800
Change+1 (+0%)
Value$512.3K (-$33.2K)
Filed 2026-11-05
Brown Miller Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$512.1K (-$33.5K)
Filed 2026-11-02
American Financial & TAX Strategies Inc
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$511.0K (-$33.5K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,791 from 1,784
Change+7 (+0%)
Value$509.6K (-$31.1K)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares1,790 from 1,815
Change-25 (-1%)
Value$509.2K (-$40.9K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,787
Change+1,787
Value$512.8K
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares1,787 from 719
Change+1,068 (+149%)
Value$508.4K (+$290.4K)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares1,787 from 1,762
Change+25 (+1%)
Value$509 (-$533.5K)
Filed 2026-10-30
Montecito Bank & Trust
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$508.1K (-$33.3K)
Filed 2026-10-01
Stephen J. Garry & Associates, LLC
DECREASED
Shares1,782 from 2,021
Change-239 (-12%)
Value$507.0K (-$105.6K)
Filed 2026-11-05
Town Capital LLC
INCREASED
Shares1,774 from 1,765
Change+9 (+1%)
Value$504.7K (-$30.3K)
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares1,772 from 1,298
Change+474 (+37%)
Value$504.0K (+$110.5K)
Filed 2026-11-05
Seven Mile Advisory
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$503.0K (-$32.9K)
Filed 2026-10-22
Global Financial Private Client, LLC
DECREASED
Shares1,765 from 1,844
Change-79 (-4%)
Value$502.1K (-$56.8K)
Filed 2026-10-15
LJI Wealth Management, LLC
INCREASED
Shares1,758 from 1,757
Change+1 (+0%)
Value$500.1K (-$32.6K)
Filed 2026-10-28
Veratis Advisors, Inc.
DECREASED
Shares1,756 from 1,760
Change-4 (0%)
Value$499.8K (-$33.7K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares1,751 from 1,185
Change+566 (+48%)
Value$498.1K (+$138.9K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares1,749 from 1,790
Change-41 (-2%)
Value$497.7K (-$38.8K)
Filed 2026-10-26
Vestia Personal Wealth Advisors
DECREASED
Shares1,748 from 1,870
Change-122 (-7%)
Value$497.3K (-$67.4K)
Filed 2026-10-20
Dahring | Cusmano LLC
DECREASED
Shares1,745 from 1,766
Change-21 (-1%)
Value$496.4K (-$38.9K)
Filed 2026-11-03
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$496.4K (-$32.5K)
Filed 2026-10-07
Horst & Graben Wealth Management LLC
DECREASED
Shares1,733 from 1,756
Change-23 (-1%)
Value$493.1K (-$36.3K)
Filed 2026-11-02
Middleton & Co Inc
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$492.2K (-$32.2K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
INCREASED
Shares1,719 from 1,128
Change+591 (+52%)
Value$489.1K (+$147.2K)
Filed 2026-10-27
Interchange Capital Partners, LLC
DECREASED
Shares1,716 from 1,718
Change-2 (0%)
Value$488.2K (-$32.6K)
Filed 2026-10-28
PFW Advisors LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$487.6K (-$31.9K)
Filed 2026-10-07
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,708 from 1,816
Change-108 (-6%)
Value$485.8K (-$64.6K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
DECREASED
Shares1,707 from 18,353
Change-16,646 (-91%)
Value$485.5K (-$101.2K)
Filed 2026-10-28
LMG Wealth Partners, LLC
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$483.1K (-$31.6K)
Filed 2026-11-05
Pacific Sage Partners, LLC
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$481.9K (-$31.6K)
Filed 2026-10-21
Investment Planning Advisors, Inc.
INCREASED
Shares1,688 from 1,581
Change+107 (+7%)
Value$480.1K (+$860)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares1,686 from 1,368
Change+318 (+23%)
Value$479.6K (+$74.3K)
Filed 2026-11-02
DecisionMap Wealth Management, LLC
INCREASED
Shares1,680 from 1,324
Change+356 (+27%)
Value$478.0K (+$76.6K)
Filed 2026-10-29
Tower Trust & Investment Co
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$477.9K (-$31.3K)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
INCREASED
Shares1,679 from 1,603
Change+76 (+5%)
Value$477.7K (-$8.2K)
Filed 2026-11-05
Bell Bank
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$470.3K (-$30.8K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,649 from 1,733
Change-84 (-5%)
Value$469.0K (-$56.2K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares1,641 from 1,625
Change+16 (+1%)
Value$466.8K (-$25.7K)
Filed 2026-10-22
Weitzel Financial Services, Inc.
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$474.9K (-$16.3K)
Filed 2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$466.3K (-$30.5K)
Filed 2026-10-21
Golden Bell Financial Planning LLC
DECREASED
Shares1,637 from 1,646
Change-9 (-1%)
Value$465.7K (-$33.2K)
Filed 2026-11-02
Oarsman Capital, Inc.
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$465.4K (-$30.5K)
Filed 2026-11-05
Hardin Capital Partners, LLC
INCREASED
Shares1,633 from 1,621
Change+12 (+1%)
Value$464.6K (-$27.2K)
Filed 2026-10-09
Independent Wealth Advisors LLC
INCREASED
Shares1,627 from 1,545
Change+82 (+5%)
Value$462.9K (-$5.4K)
Filed 2026-10-27
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$462.6K (-$30.2K)
Filed 2026-10-22
Nova R Wealth, Inc.
INCREASED
Shares1,625 from 1,508
Change+117 (+8%)
Value$462.4K (+$5.2K)
Filed 2026-10-26
Schear Investment Advisers, LLC
NEW
Shares1,619
Change+1,619
Value$460.7K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,619 from 1,439
Change+180 (+13%)
Value$460.7K (+$24.7K)
Filed 2026-10-14
Old National Bancorp
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$460.3K (-$30.1K)
Filed 2026-10-20
Univest Financial Corp
DECREASED
Shares1,617 from 1,731
Change-114 (-7%)
Value$460.0K (-$64.6K)
Filed 2026-11-05
Pillar Financial Advisors, LLC
DECREASED
Shares1,613 from 1,614
Change-1 (0%)
Value$458.8K (-$30.4K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,608 from 1,518
Change+90 (+6%)
Value$457.4K (-$2.7K)
Filed 2026-10-05
North Point Portfolio Managers Corp
NEW
Shares1,604
Change+1,604
Value$456.3K
Filed 2026-10-07
Altiora Financial Group, LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$456.0K (-$29.9K)
Filed 2026-11-04
Atala Financial Inc
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$454.6K (-$29.8K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
DECREASED
Shares1,595 from 1,596
Change-1 (0%)
Value$453.7K (-$30.0K)
Filed 2026-10-21
Kwmg, LLC
DECREASED
Shares1,594 from 1,598
Change-4 (0%)
Value$453.5K (-$30.9K)
Filed 2026-10-07
SJS Investment Consulting Inc.
INCREASED
Shares1,588 from 1,539
Change+49 (+3%)
Value$451.6K (-$14.9K)
Filed 2026-10-26
River Street Advisors LLC
INCREASED
Shares1,588 from 1,580
Change+8 (+1%)
Value$451.8K (-$27.2K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares1,581 from 1,580
Change+1 (+0%)
Value$449.7K (-$29.1K)
Filed 2026-10-19
Redw Wealth LLC
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$449.5K (-$29.4K)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares1,575 from 1,499
Change+76 (+5%)
Value$453.6K (+$9.5K)
Filed 2026-10-16
Northwest Wealth Management, LLC
DECREASED
Shares1,574 from 1,775
Change-201 (-11%)
Value$447.7K (-$90.2K)
Filed 2026-10-30
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$446.9K (-$29.3K)
Filed 2026-10-28
Forum Financial Management, LP
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$446.9K (-$29.2K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares1,570 from 1,112
Change+458 (+41%)
Value$446.8K (+$109.6K)
Filed 2026-10-16
Mcdonald Partners LLC
INCREASED
Shares1,569 from 1,397
Change+172 (+12%)
Value$446.3K (+$22.9K)
Filed 2026-11-03
TruNorth Capital Management, LLC
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$446.4K (-$29.2K)
Filed 2026-10-14
One Way Holdings LLC
INCREASED
Shares1,563 from 1,431
Change+132 (+9%)
Value$444.7K (+$10.9K)
Filed 2026-10-29
Benchmark Financial, LLC
INCREASED
Shares1,545 from 1,355
Change+190 (+14%)
Value$439.5K (+$28.8K)
Filed 2026-10-16
Global Wealth Strategies & Associates
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$438.4K (-$28.6K)
Filed 2026-10-02
Bensler, LLC
INCREASED
Shares1,540 from 1,539
Change+1 (+0%)
Value$438.2K (-$28.3K)
Filed 2026-11-05
Firestone Capital Management
INCREASED
Shares1,539 from 1,515
Change+24 (+2%)
Value$437.8K (-$21.3K)
Filed 2026-11-03
Eagle Bay Advisors LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$432.4K (-$28.3K)
Filed 2026-10-16
Great Diamond Partners, LLC
DECREASED
Shares1,519 from 1,544
Change-25 (-2%)
Value$432.1K (-$35.9K)
Filed 2026-10-13
August Group Capital Ltd
INCREASED
Shares1,510 from 1,505
Change+5 (+0%)
Value$429.5K (-$26.8K)
Filed 2026-10-14
Cora Capital Advisors LLC
UNCHANGED
Shares1,509 from 1,509
Change0 (0%)
Value$429.3K (-$28.1K)
Filed 2026-11-02
Sloy Dahl & Holst, LLC
DECREASED
Shares1,502 from 1,506
Change-4 (0%)
Value$427.2K (-$29.3K)
Filed 2026-10-14
Chemistry Wealth Management LLC
DECREASED
Shares1,500 from 1,755
Change-255 (-15%)
Value$426.7K (-$105.3K)
Filed 2026-10-16
Montis Financial, LLC
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$424.2K (-$27.8K)
Filed 2026-11-04
Flower City Capital
INCREASED
Shares1,490 from 1,392
Change+98 (+7%)
Value$423.9K (+$1.9K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
INCREASED
Shares1,489 from 1,440
Change+49 (+3%)
Value$423.7K (-$12.9K)
Filed 2026-10-01
Cutler Investment Counsel LLC
DECREASED
Shares1,483 from 1,518
Change-35 (-2%)
Value$421.9K (-$38.2K)
Filed 2026-10-28
Coquina Private Wealth LLC
DECREASED
Shares1,480 from 1,489
Change-9 (-1%)
Value$421.0K (-$30.3K)
Filed 2026-10-27
Value Investment Professionals, LLC
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$419.1K (-$27.4K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares1,470 from 1,425
Change+45 (+3%)
Value$418.3K (-$13.7K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
INCREASED
Shares1,465 from 1,461
Change+4 (+0%)
Value$416.8K (-$26.0K)
Filed 2026-10-23
RCS Financial Planning, LLC
DECREASED
Shares1,455 from 2,152
Change-697 (-32%)
Value$413.9K (-$238.4K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares1,454 from 1,508
Change-54 (-4%)
Value$413.7K (-$43.6K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,443 from 1,463
Change-20 (-1%)
Value$410.5K (-$32.9K)
Filed 2026-10-27
Beacon Capital Management, LLC
INCREASED
Shares1,442 from 1,439
Change+3 (+0%)
Value$410.2K (-$26.0K)
Filed 2026-10-23
William Mack & Associates, Inc.
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$409.7K (-$26.8K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,436 from 19,300
Change-17,864 (-93%)
Value$408.5K (-$5.4M)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares1,431 from 1,955
Change-524 (-27%)
Value$407.2K (-$175.8K)
Filed 2026-10-19
Mascoma Wealth Management LLC
DECREASED
Shares1,431 from 1,616
Change-185 (-11%)
Value$407.2K (-$82.7K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
INCREASED
Shares1,430 from 1,429
Change+1 (+0%)
Value$406.8K (-$26.3K)
Filed 2026-10-15
Strong Retirement Solutions LLC
INCREASED
Shares1,428 from 930
Change+498 (+54%)
Value$406.3K (+$124.3K)
Filed 2026-10-07
Impact Capital Partners LLC
INCREASED
Shares1,421 from 1,186
Change+235 (+20%)
Value$404.4K (+$44.8K)
Filed 2026-10-22
LVW Advisors, LLC
DECREASED
Shares1,418 from 1,544
Change-126 (-8%)
Value$403.5K (-$64.6K)
Filed 2026-10-19
Forza Wealth Management, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$401.1K (-$26.3K)
Filed 2026-10-20
Advantage Trust Co
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$399.7K (-$26.2K)
Filed 2026-10-19
River's Edge Wealth Management, LLC
DECREASED
Shares1,404 from 1,405
Change-1 (0%)
Value$399.1K (-$18.4K)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares1,403 from 1,179
Change+224 (+19%)
Value$399.2K (+$41.7K)
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$399.0K (-$26.1K)
Filed 2026-10-20
Basso Capital Management, L.P.
INCREASED
Shares1,401 from 1,348
Change+53 (+4%)
Value$398.5K (-$9.9K)
Filed 2026-10-30
Breachway Investments LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$398.0K (-$26.1K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$397.1K (-$26.0K)
Filed 2026-10-14
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$420.0K ($0)
Filed 2026-10-13
Financial Discovery Group Inc
INCREASED
Shares1,372 from 1,312
Change+60 (+5%)
Value$390.3K (-$7.5K)
Filed 2026-11-03
Values Added Financial LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$389.5K (-$25.5K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
DECREASED
Shares1,368 from 1,434
Change-66 (-5%)
Value$389.2K (-$45.5K)
Filed 2026-10-29
TrueWealth Advisors, LLC
INCREASED
Shares1,367 from 1,366
Change+1 (+0%)
Value$389.0K (-$25.1K)
Filed 2026-10-09
Aviance Capital Partners, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$388.3K (-$25.4K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares1,359 from 943
Change+416 (+44%)
Value$391.6K (+$110.5K)
Filed 2026-10-20
ZynergyRetirementPlanningLLC
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$385.2K (-$25.2K)
Filed 2026-10-08
Essential Planning, Llc.
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$383.7K (-$25.1K)
Filed 2026-10-21
American National Bank & Trust
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$383.2K (-$25.1K)
Filed 2026-10-07
ERn Financial, LLC
DECREASED
Shares1,334 from 1,377
Change-43 (-3%)
Value$379.5K (-$37.9K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
INCREASED
Shares1,328 from 1,311
Change+17 (+1%)
Value$377.9K (-$19.4K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares1,317 from 1,251
Change+66 (+5%)
Value$374.8K (-$4.3K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
DECREASED
Shares1,317 from 1,345
Change-28 (-2%)
Value$374.7K (-$32.9K)
Filed 2026-10-23
Allen Investment Management, LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$374.1K (-$24.5K)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares1,314 from 1,337
Change-23 (-2%)
Value$373.8K (-$31.5K)
Filed 2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares1,310 from 1,897
Change-587 (-31%)
Value$372.7K (-$202.2K)
Filed 2026-11-02
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,309 from 1,294
Change+15 (+1%)
Value$372.4K (-$19.8K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares1,309 from 1,311
Change-2 (0%)
Value$372.4K (-$25.1K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$395.5K ($0)
Filed 2026-10-06
Resonant Capital Advisors, LLC
DECREASED
Shares1,302 from 1,307
Change-5 (0%)
Value$370.4K (-$25.8K)
Filed 2026-10-15
Davidson Trust Co
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$370.1K (-$24.2K)
Filed 2026-10-09
Capital Investment Counsel, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$369.7K (-$24.2K)
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares1,298 from 2,069
Change-771 (-37%)
Value$369.3K (-$257.9K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$368.4K (-$24.1K)
Filed 2026-10-30
Wealthcare Capital Management LLC
INCREASED
Shares1,290 from 893
Change+397 (+44%)
Value$367.0K (+$96.3K)
Filed 2026-10-21
Olistico Wealth, LLC
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$366.8K (-$24.0K)
Filed 2026-10-05
Union Savings Bank
INCREASED
Shares1,277 from 32
Change+1,245 (+3891%)
Value$363.3K (+$353.6K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares1,276 from 1,163
Change+113 (+10%)
Value$362.9K (+$10.2K)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$363.0K (-$23.8K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
DECREASED
Shares1,270 from 1,415
Change-145 (-10%)
Value$361.3K (-$67.6K)
Filed 2026-11-03
Pflug Koory, LLC
INCREASED
Shares1,263 from 1,248
Change+15 (+1%)
Value$359.3K (-$19.1K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares1,261 from 1,254
Change+7 (+1%)
Value$358.7K (-$21.2K)
Filed 2026-10-09
Northcape Wealth Management, LLC
INCREASED
Shares1,258 from 1,131
Change+127 (+11%)
Value$357.8K (+$14.9K)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
INCREASED
Shares1,258 from 1,257
Change+1 (+0%)
Value$357.8K (-$23.3K)
Filed 2026-10-21
KWB Wealth
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$357.3K (-$23.4K)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares1,255 from 1,207
Change+48 (+4%)
Value$357.0K (-$8.8K)
Filed 2026-10-29
BetterWealth, LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$355.0K (-$23.2K)
Filed 2026-10-15
Missouri Trust & Investment Co
DECREASED
Shares1,247 from 1,277
Change-30 (-2%)
Value$354.8K (-$22.1K)
Filed 2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$358.2K (-$10.1K)
Filed 2026-10-21
SilverOak Wealth Management LLC
DECREASED
Shares1,238 from 1,323
Change-85 (-6%)
Value$352.1K (-$48.9K)
Filed 2026-10-29
Maseco LLP
INCREASED
Shares1,237 from 1,043
Change+194 (+19%)
Value$352.0K (+$36.0K)
Filed 2026-10-27
Smith Thornton Advisors LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$351.6K (-$14.4K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares1,227 from 1,362
Change-135 (-10%)
Value$348.9K (-$63.9K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares1,223 from 1,393
Change-170 (-12%)
Value$347.9K (-$74.3K)
Filed 2026-10-22
Walleye Partners, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$347.1K (-$22.7K)
Filed 2026-10-13
Trademark Financial Management, LLC
DECREASED
Shares1,213 from 1,255
Change-42 (-3%)
Value$345.2K (-$35.1K)
Filed 2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$342.8K (-$22.4K)
Filed 2026-10-14
Portland Financial Advisors Inc
DECREASED
Shares1,190 from 1,195
Change-5 (0%)
Value$338.5K (-$23.7K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares1,184 from 1,597
Change-413 (-26%)
Value$336.9K (-$147.3K)
Filed 2026-11-04
Retiremitten Financial LLC
NEW
Shares1,168
Change+1,168
Value$339.6K
Filed 2026-11-05
Detalus Advisors, LLC
INCREASED
Shares1,168 from 1,149
Change+19 (+2%)
Value$332.4K (-$15.8K)
Filed 2026-10-15
Sensible Money, LLC
DECREASED
Shares1,159 from 1,411
Change-252 (-18%)
Value$329.7K (-$98.0K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares1,158 from 1,228
Change-70 (-6%)
Value$329.5K (-$42.8K)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
DECREASED
Shares1,158 from 1,169
Change-11 (-1%)
Value$329.4K (-$24.9K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
DECREASED
Shares1,156 from 1,191
Change-35 (-3%)
Value$329.0K (-$32.0K)
Filed 2026-10-15
Foundry Financial LLC
DECREASED
Shares1,153 from 1,175
Change-22 (-2%)
Value$327.9K (-$28.3K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares1,152 from 1,132
Change+20 (+2%)
Value$327.7K (-$15.4K)
Filed 2026-10-19
Davis Investment Partners, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$327.3K (-$21.4K)
Filed 2026-11-05
Matrix Asset Advisors Inc
UNCHANGED
Shares1,149 from 1,149
Change0 (0%)
Value$327.0K (-$21.3K)
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares1,141 from 1,045
Change+96 (+9%)
Value$324.7K (+$7.8K)
Filed 2026-10-14
EnRich Financial Partners LLC
DECREASED
Shares1,141 from 1,168
Change-27 (-2%)
Value$324.5K (-$29.7K)
Filed 2026-10-21
Integrity Investment Advisors, LLC
INCREASED
Shares1,139 from 1,016
Change+123 (+12%)
Value$324.0K (+$16.1K)
Filed 2026-11-03
American State Bank (Iowa)
INCREASED
Shares1,136 from 1,132
Change+4 (+0%)
Value$323.2K (-$20.0K)
Filed 2026-11-03
National Wealth Management Group, LLC
DECREASED
Shares1,135 from 1,140
Change-5 (0%)
Value$322.8K (-$22.8K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$321.5K (-$21.1K)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$321.2K (-$21.0K)
Filed 2026-10-13
Steinberganna Wealth Management
INCREASED
Shares1,128 from 1,126
Change+2 (+0%)
Value$321.0K (-$20.4K)
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares1,124 from 1,120
Change+4 (+0%)
Value$319.7K (-$19.9K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,122 from 1,176
Change-54 (-5%)
Value$319.3K (-$37.1K)
Filed 2026-11-04
Reflection Asset Management
DECREASED
Shares1,122 from 1,136
Change-14 (-1%)
Value$319.3K (-$25.1K)
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares1,116 from 734
Change+382 (+52%)
Value$317.4K (+$94.7K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$315.8K (-$20.7K)
Filed 2026-10-07
Junk Investment Group, LLC
INCREASED
Shares1,106 from 903
Change+203 (+22%)
Value$314.7K (+$41.0K)
Filed 2026-10-19
BKM Wealth Management, LLC
INCREASED
Shares1,104 from 1,072
Change+32 (+3%)
Value$314.1K (-$10.9K)
Filed 2026-10-22
Symmetry Partners, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$314.1K (-$20.6K)
Filed 2026-10-27
Oak Harvest Investment Services
INCREASED
Shares1,101 from 1,100
Change+1 (+0%)
Value$313.3K (-$20.3K)
Filed 2026-10-20
Meyer Handelman Co
NEW
Shares1,100
Change+1,100
Value$312.9K
Filed 2026-10-28
Madrid Wealth Management, LLC
NEW
Shares1,096
Change+1,096
Value$311.8K
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares1,091 from 1,923
Change-832 (-43%)
Value$310.5K (-$272.5K)
Filed 2026-10-28
McMill Wealth Management
NEW
Shares1,090
Change+1,090
Value$310.1K
Filed 2026-11-05
Carolina Wealth Management Inc
DECREASED
Shares1,079 from 1,528
Change-449 (-29%)
Value$307.0K (-$156.2K)
Filed 2026-10-29
Foster Group, Inc.
INCREASED
Shares1,076 from 1,034
Change+42 (+4%)
Value$306.2K (-$7.3K)
Filed 2026-10-13
Southern Capital Advisors, LLC
INCREASED
Shares1,075 from 1,073
Change+2 (+0%)
Value$305.8K (-$19.5K)
Filed 2026-10-26
Gallagher Capital Advisors, LLC
INCREASED
Shares1,066 from 1,063
Change+3 (+0%)
Value$303.2K (-$18.9K)
Filed 2026-10-09
Womack Financial LLC
UNCHANGED
Shares1,057 from 1,057
Change0 (0%)
Value$300.7K (-$19.7K)
Filed 2026-10-14
Hidden Cove Wealth Management, LLC
DECREASED
Shares1,046 from 1,121
Change-75 (-7%)
Value$297.6K (-$42.2K)
Filed 2026-10-19
Aull & Monroe Investment Management Corp
INCREASED
Shares1,046 from 989
Change+57 (+6%)
Value$297.6K (-$2.2K)
Filed 2026-10-16
First Pacific Financial
DECREASED
Shares1,031 from 1,037
Change-6 (-1%)
Value$293.3K (-$21.0K)
Filed 2026-10-14
Old Peak Finance LLC
INCREASED
Shares1,028 from 1,027
Change+1 (+0%)
Value$292.3K (-$19.1K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$292.4K (-$19.1K)
Filed 2026-10-29
Crumly & Associates Inc.
INCREASED
Shares1,025 from 970
Change+55 (+6%)
Value$291.6K (-$2.4K)
Filed 2026-10-07
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$291.0K (-$19.1K)
Filed 2026-10-27
Shade Tree Advisors LLC
DECREASED
Shares1,022 from 1,115
Change-93 (-8%)
Value$290.7K (-$47.2K)
Filed 2026-10-22
Walker Financial Services, Inc.
INCREASED
Shares1,007 from 989
Change+18 (+2%)
Value$286.7K (-$13.2K)
Filed 2026-10-26
Penney Financial, LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$285.9K (-$18.7K)
Filed 2026-10-20
Ignite Planners, LLC
NEW
Shares1,000
Change+1,000
Value$284.5K
Filed 2026-10-14
ATX Financial Planning, LLC
DECREASED
Shares993 from 1,080
Change-87 (-8%)
Value$282.5K (-$44.9K)
Filed 2026-10-14
Sims Investment Management, LLC
INCREASED
Shares993 from 990
Change+3 (+0%)
Value$282.5K (-$17.6K)
Filed 2026-10-13
Cap Partners, LLC
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$282.2K (-$18.5K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
DECREASED
Shares985 from 1,623
Change-638 (-39%)
Value$280.4K (-$211.7K)
Filed 2026-10-28
True Private Wealth Advisors
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$280.2K (-$18.4K)
Filed 2026-10-19
Wise Wealth Partners
INCREASED
Shares983 from 909
Change+74 (+8%)
Value$279.7K (+$4.2K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares982 from 979
Change+3 (+0%)
Value$279.3K (-$17.4K)
Filed 2026-10-13
Courage Miller Partners, LLC
DECREASED
Shares979 from 1,395
Change-416 (-30%)
Value$278.5K (-$144.3K)
Filed 2026-10-21
Santori & Peters, Inc.
DECREASED
Shares971 from 1,252
Change-281 (-22%)
Value$276.2K (-$103.3K)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares970 from 860
Change+110 (+13%)
Value$275.9K (+$15.1K)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
INCREASED
Shares964 from 920
Change+44 (+5%)
Value$274.3K (-$4.6K)
Filed 2026-11-03
Quartz Partners, LLC
INCREASED
Shares962 from 769
Change+193 (+25%)
Value$273.7K (+$40.6K)
Filed 2026-11-03
Center For Asset Management LLC
DECREASED
Shares961 from 2,076
Change-1,115 (-54%)
Value$273.5K (-$355.9K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$272.5K (-$17.8K)
Filed 2026-10-28
Klaas Financial Asset Advisors, LLC
NEW
Shares957
Change+957
Value$272.3K
Filed 2026-10-19
Tilia Fiduciary Partners, Inc.
INCREASED
Shares957 from 955
Change+2 (+0%)
Value$272.4K (-$17.1K)
Filed 2026-10-09
3 Factor Indexing, LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$269.1K (-$17.6K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
NEW
Shares945
Change+945
Value$268.8K
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares943 from 861
Change+82 (+10%)
Value$268.3K (+$8.3K)
Filed 2026-10-14
Carmel Capital Partners, LLC
INCREASED
Shares942 from 941
Change+1 (+0%)
Value$267.9K (-$17.4K)
Filed 2026-11-03
Pacific Park Financial, Inc.
DECREASED
Shares938 from 972
Change-34 (-3%)
Value$266.9K (-$27.8K)
Filed 2026-10-13
Partnership Wealth Management, LLC
DECREASED
Shares936 from 975
Change-39 (-4%)
Value$266.4K (-$29.2K)
Filed 2026-10-05
Tufton Capital Management
NEW
Shares934
Change+934
Value$265
Filed 2026-10-20
AAF Wealth Management, LLC
INCREASED
Shares931 from 893
Change+38 (+4%)
Value$264.8K (-$6.0K)
Filed 2026-10-28
Keudell ison Wealth Management
NEW
Shares930
Change+930
Value$264.6K
Filed 2026-10-16
Matisse Capital
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$264.0K (-$17.3K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
INCREASED
Shares927 from 924
Change+3 (+0%)
Value$263.7K (-$16.7K)
Filed 2026-10-22
Prospect Financial Group LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$263.7K (-$17.3K)
Filed 2026-11-05
Anson Capital, Inc.
INCREASED
Shares926 from 923
Change+3 (+0%)
Value$263.4K (-$16.3K)
Filed 2026-10-23
First Growth Capital LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$263.4K (-$17.3K)
Filed 2026-10-15
Elevation Wealth Management LLC
DECREASED
Shares925 from 1,356
Change-431 (-32%)
Value$263.2K (-$147.9K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED
Shares925 from 960
Change-35 (-4%)
Value$263.2K (-$27.7K)
Filed 2026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED
Shares922 from 856
Change+66 (+8%)
Value$262.3K (+$3.0K)
Filed 2026-11-03
Telos Capital Management, Inc.
DECREASED
Shares922 from 940
Change-18 (-2%)
Value$262.3K (-$22.6K)
Filed 2026-11-02
Cherrydale Wealth Management, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$262.1K (-$17.2K)
Filed 2026-10-20
Kane Co Wealth Management, Inc.
DECREASED
Shares920 from 989
Change-69 (-7%)
Value$261.8K (-$38.1K)
Filed 2026-11-04
Refined Wealth Management
INCREASED
Shares918 from 898
Change+20 (+2%)
Value$261.2K (-$10.9K)
Filed 2026-10-13
Correct Capital Wealth Management
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$259.7K (-$17.0K)
Filed 2026-11-02
Berkshire Money Management, Inc.
NEW
Shares912
Change+912
Value$259.5K
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares908 from 730
Change+178 (+24%)
Value$258.1K (+$41.5K)
Filed 2026-10-21
Stephenson & Company, Inc.
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$258.0K (-$16.9K)
Filed 2026-10-30
Evergreen Advisors, LLC
INCREASED
Shares903 from 901
Change+2 (+0%)
Value$257.0K (-$16.0K)
Filed 2026-10-28
Lawood & Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$256.0K (-$16.8K)
Filed 2026-10-09
Cottage Street Advisors LLC
INCREASED
Shares899 from 897
Change+2 (+0%)
Value$255.8K (-$16.1K)
Filed 2026-10-19
Fortune Financial Group, Inc.
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$255.8K (-$16.7K)
Filed 2026-10-22
Park Capital Management, LLC / WI
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$255.8K (-$16.7K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares898
Change+898
Value$255.5K
Filed 2026-10-13
Private Management Group Inc
INCREASED
Shares896 from 894
Change+2 (+0%)
Value$254.9K (-$16.1K)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
DECREASED
Shares895 from 900
Change-5 (-1%)
Value$254.7K (-$18.2K)
Filed 2026-10-13
Beacon Wealthcare LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$252.3K (-$16.5K)
Filed 2026-10-02
Integris Wealth Management, LLC
INCREASED
Shares880 from 831
Change+49 (+6%)
Value$250.4K (-$1.5K)
Filed 2026-10-14
David J Yvars Group
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$250.1K (-$16.3K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares875 from 764
Change+111 (+15%)
Value$260.8K (+$30.6K)
Filed 2026-10-16
Alhambra Investment Management LLC
INCREASED
Shares874 from 815
Change+59 (+7%)
Value$248.6K (+$1.6K)
Filed 2026-10-15
Nottingham Advisors, Inc.
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$250.2K (-$6.7K)
Filed 2026-10-29
Camelot Technology Advisors, Inc.
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$247.2K (-$16.2K)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
INCREASED
Shares868 from 811
Change+57 (+7%)
Value$246.9K (+$1.1K)
Filed 2026-10-14
NorthLanding Financial Partners, LLC
DECREASED
Shares867 from 869
Change-2 (0%)
Value$246.7K (-$16.5K)
Filed 2026-10-15
HBW Advisory Services LLC
NEW
Shares864
Change+864
Value$245.9K
Filed 2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED
Shares863 from 751
Change+112 (+15%)
Value$245.5K (+$17.9K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
DECREASED
Shares862 from 891
Change-29 (-3%)
Value$245.1K (-$24.8K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$243.8K (-$16.0K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$244.0K (-$15.6K)
Filed 2026-11-03
Kieckhefer Group LLC
NEW
Shares856
Change+856
Value$243.6K
Filed 2026-10-13
RS Crum Inc.
DECREASED
Shares855 from 931
Change-76 (-8%)
Value$243.2K (-$39.0K)
Filed 2026-10-19
Stash Investments, LLC
NEW
Shares854
Change+854
Value$243.0K
Filed 2026-10-26
Arsenal Capital Advisors LLC
DECREASED
Shares850 from 851
Change-1 (0%)
Value$241.8K (-$16.1K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$241.7K (-$15.8K)
Filed 2026-10-06
Apollon Financial, LLC
NEW
Shares849
Change+849
Value$241.5K
Filed 2026-10-23
Genesis Private Wealth, LLC
INCREASED
Shares845 from 773
Change+72 (+9%)
Value$240.5K (+$6.1K)
Filed 2026-11-02
Buttonwood Financial Advisors Inc.
DECREASED
Shares845 from 869
Change-24 (-3%)
Value$240.4K (-$22.9K)
Filed 2026-10-13
Retirement Solution LLC
DECREASED
Shares841 from 1,029
Change-188 (-18%)
Value$239.3K (-$72.6K)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares841 from 856
Change-15 (-2%)
Value$239.3K (-$20.2K)
Filed 2026-10-30
DDD Partners, LLC
INCREASED
Shares841 from 831
Change+10 (+1%)
Value$239.3K (-$12.6K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares840 from 839
Change+1 (+0%)
Value$239.1K (-$15.4K)
Filed 2026-10-19
Tiller Private Wealth, Inc.
DECREASED
Shares838 from 847
Change-9 (-1%)
Value$238.4K (-$18.3K)
Filed 2026-10-26
Miller Financial Services LLC
DECREASED
Shares838 from 845
Change-7 (-1%)
Value$238.4K (-$17.7K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
INCREASED
Shares838 from 837
Change+1 (+0%)
Value$238.3K (-$15.3K)
Filed 2026-11-04
Tenret Co LLC
NEW
Shares834
Change+834
Value$237.3K
Filed 2026-11-02
Michels Family Financial, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$236.2K (-$15.3K)
Filed 2026-11-02
EdgeRock Capital LLC
NEW
Shares829
Change+829
Value$236.0K
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares829 from 876
Change-47 (-5%)
Value$238.9K (-$22.2K)
Filed 2026-11-03
Powers Advisory Group, LLC
DECREASED
Shares829 from 853
Change-24 (-3%)
Value$235.9K (-$22.8K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares828 from 3,252
Change-2,424 (-75%)
Value$235.7K (-$750.2K)
Filed 2026-10-14
Central Bank & Trust Co
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$235.6K (-$15.4K)
Filed 2026-10-09
RMG Wealth Management LLC
NEW
Shares821
Change+821
Value$236.0K
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$233.3K (-$15.3K)
Filed 2026-10-23
Strategy Asset Managers LLC
NEW
Shares815
Change+815
Value$231.9K
Filed 2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
NEW
Shares812
Change+812
Value$231.1K
Filed 2026-10-29
Trek Financial, LLC
DECREASED
Shares806 from 823
Change-17 (-2%)
Value$229.3K (-$20.2K)
Filed 2026-10-29
Shira Ridge Wealth Management
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$229.2K (-$15.0K)
Filed 2026-10-09
Redwood Financial Network Corp
INCREASED
Shares805 from 781
Change+24 (+3%)
Value$229.0K (-$7.7K)
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$228.2K (-$14.9K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$228.2K (-$14.9K)
Filed 2026-10-08
Accredited Investor Services, LLC
NEW
Shares800
Change+800
Value$227.6K
Filed 2026-10-22
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$227.6K (-$14.9K)
Filed 2026-10-26
Trace Wealth Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$227.6K (-$14.9K)
Filed 2026-10-30
Bennett Selby Investments LP
INCREASED
Shares797 from 794
Change+3 (+0%)
Value$226.7K (-$14.1K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$226.7K (-$14.8K)
Filed 2026-11-02
Pacific Center for Financial Services
INCREASED
Shares796 from 658
Change+138 (+21%)
Value$226.4K (+$27.0K)
Filed 2026-10-15
Paller Financial Services Inc
DECREASED
Shares790 from 804
Change-14 (-2%)
Value$224.7K (-$19.0K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares789 from 797
Change-8 (-1%)
Value$224.5K (-$17.1K)
Filed 2026-10-23
Omega Financial Group, LLC
INCREASED
Shares787 from 785
Change+2 (+0%)
Value$224.0K (-$14.1K)
Filed 2026-10-29
Sunpointe, LLC
DECREASED
Shares782 from 793
Change-11 (-1%)
Value$222.5K (-$17.9K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$222.2K (-$14.5K)
Filed 2026-10-06
KW Wealth Management LLC
NEW
Shares777
Change+777
Value$221.0K
Filed 2026-10-28
Vestor Capital, LLC
DECREASED
Shares776 from 1,646
Change-870 (-53%)
Value$138 (+$73)
Filed 2026-11-04
Richard P Slaughter Associates Inc
DECREASED
Shares776 from 777
Change-1 (0%)
Value$220.9K (-$14.6K)
Filed 2026-10-13
Community Bank of Raymore
INCREASED
Shares768 from 763
Change+5 (+1%)
Value$218.5K (-$12.7K)
Filed 2026-10-23
RHS Financial, LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$218.2K (-$14.3K)
Filed 2026-10-13
Forbes J M & Co LLP
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$217.6K (-$14.3K)
Filed 2026-10-16
Alliance Private Wealth, LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$217.3K (-$14.2K)
Filed 2026-10-20
Frederick Financial Consultants, LLC
DECREASED
Shares762 from 772
Change-10 (-1%)
Value$216.9K (-$17.2K)
Filed 2026-10-29
Imc-Chicago, LLC
NEW
Shares761
Change+761
Value$216.5K
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares758 from 663
Change+95 (+14%)
Value$215.6K (+$14.7K)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares757 from 699
Change+58 (+8%)
Value$215.4K (+$3.5K)
Filed 2026-10-30
Sterling Financial Planning, Inc.
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$215.4K (-$14.1K)
Filed 2026-10-28
Elevate Capital Advisors, LLC
DECREASED
Shares756 from 829
Change-73 (-9%)
Value$215.0K (-$36.3K)
Filed 2026-11-02
Midwest Financial Network, LLC
NEW
Shares755
Change+755
Value$214.8K
Filed 2026-10-13
Enclave Advisors LLC
INCREASED
Shares753 from 752
Change+1 (+0%)
Value$214.1K (-$13.7K)
Filed 2026-10-14
ICW Investment Advisors LLC
INCREASED
Shares752 from 751
Change+1 (+0%)
Value$214.2K (-$13.4K)
Filed 2026-10-27
Capital Investment Services of America, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$213.4K (-$14.0K)
Filed 2026-11-02
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares747 from 778
Change-31 (-4%)
Value$212.4K (-$23.4K)
Filed 2026-10-19
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$211.9K (-$13.9K)
Filed 2026-10-14
Legacy Financial Group, Inc.
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$211.0K (-$13.8K)
Filed 2026-10-21
Bestgate Wealth Advisors, LLC
NEW
Shares737
Change+737
Value$209.7K
Filed 2026-10-13
Sentry LLC
DECREASED
Shares736 from 886
Change-150 (-17%)
Value$209.4K (-$59.2K)
Filed 2026-10-30
Schmidt P J Investment Management Inc
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$209.4K (-$13.7K)
Filed 2026-11-02
Serenity Investment Advisors
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$208.0K (-$13.4K)
Filed 2026-10-30
Olio Financial Planning
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$207.2K (-$13.5K)
Filed 2026-10-22
RKL Wealth Management LLC
DECREASED
Shares726 from 787
Change-61 (-8%)
Value$206.6K (-$31.9K)
Filed 2026-10-16
Wall Capital Group, Inc.
INCREASED
Shares726 from 723
Change+3 (+0%)
Value$206.4K (-$12.9K)
Filed 2026-10-14
Aletheian Wealth Advisors LLC
DECREASED
Shares725 from 1,010
Change-285 (-28%)
Value$206.3K (-$99.9K)
Filed 2026-10-08
Arlington Trust Co LLC
INCREASED
Shares724 from 90
Change+634 (+704%)
Value$206.0K (+$178.7K)
Filed 2026-10-20
Plan A Wealth LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$205.4K (-$13.5K)
Filed 2026-10-08
Harbour Capital Advisors, LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$205.1K (-$9.8K)
Filed 2026-10-13
Tenon Financial LLC
NEW
Shares711
Change+711
Value$202.3K
Filed 2026-10-14
Navigate Wealth Management, LLC
NEW
Shares707
Change+707
Value$204.7K
Filed 2026-10-14
RAM Investment Partners, LLC
NEW
Shares706
Change+706
Value$200.9K
Filed 2026-10-21
Gradient Investments LLC
NEW
Shares705
Change+705
Value$200.5K
Filed 2026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$189.2K (-$12.4K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares656 from 654
Change+2 (+0%)
Value$189.8K (-$6.5K)
Filed 2026-11-04
Versant Capital Management, Inc
DECREASED
Shares646 from 783
Change-137 (-17%)
Value$183.8K (-$53.5K)
Filed 2026-10-02
Lynch Investment Planning, LLC
NEW
Shares638
Change+638
Value$181.4K
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares635 from 684
Change-49 (-7%)
Value$180.7K (-$26.6K)
Filed 2026-10-28
StrongBox Wealth, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$180.7K (-$11.8K)
Filed 2026-11-02
Compass Wealth Management LLC
NEW
Shares631
Change+631
Value$179.5K
Filed 2026-10-22
Ares Financial Consulting, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$179.2K (-$11.7K)
Filed 2026-10-19
Kings Path Partners LLC
INCREASED
Shares629 from 323
Change+306 (+95%)
Value$178.9K (+$81.0K)
Filed 2026-10-21
Breakwater Investment Management
DECREASED
Shares611 from 744
Change-133 (-18%)
Value$173.8K (-$51.7K)
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares598 from 500
Change+98 (+20%)
Value$170.1K (+$18.6K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares558
Change+558
Value$158.8K
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$158 (-$10)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares547 from 548
Change-1 (0%)
Value$155.6K (-$10.5K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$151.3K (-$9.9K)
Filed 2026-10-15
Nemes Rush Group LLC
DECREASED
Shares531 from 620
Change-89 (-14%)
Value$151.1K (-$36.8K)
Filed 2026-11-04
Blueline Advisors LLC
INCREASED
Shares524 from 399
Change+125 (+31%)
Value$149.2K (+$28.4K)
Filed 2026-10-15
Townsend Asset Management Corp
INCREASED
Shares522 from 460
Change+62 (+13%)
Value$148.4K (+$9.1K)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares505 from 229
Change+276 (+121%)
Value$143.7K (+$74.3K)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares485 from 360
Change+125 (+35%)
Value$138.0K (+$28.9K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares478 from 38
Change+440 (+1158%)
Value$136.0K (+$124.5K)
Filed 2026-10-30
Burkett Financial Services, LLC
INCREASED
Shares473 from 311
Change+162 (+52%)
Value$134.7K (+$40.2K)
Filed 2026-10-01
Rossby Financial, LCC
DECREASED
Shares469 from 2,487
Change-2,018 (-81%)
Value$133.5K (-$542.1K)
Filed 2026-11-05
Hilltop National Bank
DECREASED
Shares452 from 455
Change-3 (-1%)
Value$128.6K (-$9.3K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED
Shares441 from 465
Change-24 (-5%)
Value$125.5K (-$15.5K)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$121.8K (-$8.0K)
Filed 2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED
Shares412 from 411
Change+1 (+0%)
Value$117.1K (-$7.3K)
Filed 2026-10-05
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$113.8K (-$7.5K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$113.8K (-$7.5K)
Filed 2026-11-03
Burk Holdings LLC
INCREASED
Shares395 from 236
Change+159 (+67%)
Value$112.4K (+$40.8K)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$108.1K (-$7.1K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$101.8K (-$6.7K)
Filed 2026-10-09
GS Investments, Inc.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$101.6K (-$6.7K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares356 from 363
Change-7 (-2%)
Value$101.4K (-$8.7K)
Filed 2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$101.0K (-$6.6K)
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$99.2K (-$6.5K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares344 from 329
Change+15 (+5%)
Value$97.9K (-$1.9K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares342 from 450
Change-108 (-24%)
Value$97.4K (-$39.1K)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares331 from 332
Change-1 (0%)
Value$94.2K (-$6.5K)
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$93.3K (-$6.1K)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares320 from 197
Change+123 (+62%)
Value$91.0K (+$31.3K)
Filed 2026-10-08
Birchbrook, Inc.
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$87.1K (-$5.7K)
Filed 2026-10-14
Realta Investment Advisors
DECREASED
Shares296 from 297
Change-1 (0%)
Value$84.2K (-$5.8K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$82.8K (-$5.4K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares289
Change+289
Value$82.8K
Filed 2026-10-13
Hanson & Doremus Investment Management
INCREASED
Shares287 from 238
Change+49 (+21%)
Value$82 (-$71.9K)
Filed 2026-10-16
Sawyer & Company, Inc
INCREASED
Shares282 from 281
Change+1 (+0%)
Value$80.2K (-$5.0K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$78.0K (-$5.1K)
Filed 2026-11-02
Centerpoint Advisors, LLC
INCREASED
Shares272 from 148
Change+124 (+84%)
Value$77 (-$44.9K)
Filed 2026-11-05
Trust Co
DECREASED
Shares267 from 349
Change-82 (-23%)
Value$76.0K (-$29.8K)
Filed 2026-10-09
Wells Financial Advisors Inc
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$75.7K (-$5.0K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares265
Change+265
Value$75.4K
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares265 from 63
Change+202 (+321%)
Value$75.4K (+$56.3K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares262 from 559
Change-297 (-53%)
Value$74.5K (-$94.9K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$78.8K ($0)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares253 from 213
Change+40 (+19%)
Value$72.1K (+$7.6K)
Filed 2026-10-29
Security National Bank
NEW
Shares251
Change+251
Value$71.4K
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
NEW
Shares246
Change+246
Value$70.0K
Filed 2026-10-13
Sima Wealth Partners, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$68.7K (-$4.5K)
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$68.3K (-$4.5K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$67.7K (-$4.4K)
Filed 2026-10-23
Keystone Financial Group, Inc.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$67.1K (-$4.4K)
Filed 2026-10-13
4Thought Financial Group Inc.
INCREASED
Shares224 from 221
Change+3 (+1%)
Value$63.6K (-$3.4K)
Filed 2026-11-02
American Capital Advisory, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$63.2K (-$4.1K)
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$62.0K (-$4.1K)
Filed 2026-10-20
Go Invest LLC
DECREASED
Shares217 from 502
Change-285 (-57%)
Value$61.8K (-$90.3K)
Filed 2026-10-09
Acima Private Wealth, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$61.7K (-$4.0K)
Filed 2026-10-05
Private Wealth Management Group, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$61.8K (-$4.0K)
Filed 2026-10-19
Towne Trust Company, N.a
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$59.7K (-$3.9K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$55.4K (-$3.5K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$54 (-$56.9K)
Filed 2026-10-14
Hoese & Co LLP
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$53.5K (-$3.5K)
Filed 2026-10-21
Pioneer Family Office, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$51.5K (-$3.4K)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$51.2K (-$3.4K)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
NEW
Shares168
Change+168
Value$47.8K
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares168 from 122
Change+46 (+38%)
Value$47.8K (+$10.8K)
Filed 2026-10-27
Byrne Asset Management LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$46.7K (-$2.7K)
Filed 2026-10-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$45.8K (-$3.0K)
Filed 2026-10-07
Birch Financial Group, LLC
NEW
Shares159
Change+159
Value$45.3K
Filed 2026-10-27
Tower View Wealth Management LLC
INCREASED
Shares158 from 157
Change+1 (+1%)
Value$44.9K (-$2.8K)
Filed 2026-10-23
Simplex Trading, LLC
NEW
Shares151
Change+151
Value$43.0K
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.7K (-$2.8K)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.8K (-$2.8K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.7K (-$2.8K)
Filed 2026-10-28
Mainstream Capital Management LLC
NEW
Shares149
Change+149
Value$42.4K
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares146
Change+146
Value$41.5K
Filed 2026-10-29
Kozak & Associates, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$42.2K (-$1.5K)
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$40.9K (-$2.6K)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$40.1K (-$2.6K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares135 from 708
Change-573 (-81%)
Value$38 (-$215.0K)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$36.7K (-$2.4K)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$35.5K (-$2.3K)
Filed 2026-10-01
Prudent Man Investment Management, Inc.
NEW
Shares119
Change+119
Value$33.9K
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$32.1K (-$2.1K)
Filed 2026-10-29
Yankcom Partnership
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$31.9K (-$2.1K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares109 from 41
Change+68 (+166%)
Value$31.0K (+$18.6K)
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$31.0K (-$2.0K)
Filed 2026-11-03
GGM Financial LLC
DECREASED
Shares108 from 117
Change-9 (-8%)
Value$30.6K (-$4.7K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares101 from 119
Change-18 (-15%)
Value$28.7K (-$7.3K)
Filed 2026-10-16
Peachtree Investment Partners, LLC
INCREASED
Shares101 from 99
Change+2 (+2%)
Value$28.6K (-$1.3K)
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$28.7K (-$1.9K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.4K (-$1.9K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares99
Change+99
Value$28.2K
Filed 2026-10-27
Navigoe, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$27 (-$2)
Filed 2026-11-04
James T. Borello RIA
NEW
Shares93
Change+93
Value$26.5K
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$25.6K (-$1.7K)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$25.7K (-$1.7K)
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$23 (-$25.0K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$23.3K (-$1.5K)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$21.6K (-$1.4K)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
DECREASED
Shares75 from 78
Change-3 (-4%)
Value$21.3K (-$2.3K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares74 from 70
Change+4 (+6%)
Value$21.0K (-$100)
Filed 2026-11-04
Davis Capital Management
INCREASED
Shares71 from 53
Change+18 (+34%)
Value$20.2K (+$4.1K)
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares68
Change+68
Value$19.3K
Filed 2026-10-30
Markowski Investments
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$19.1K (-$1.2K)
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$18.5K (-$1.2K)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$16.6K (-$648)
Filed 2026-10-08
Central Pacific Bank - Trust Division
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$16.2K (-$1.1K)
Filed 2026-10-06
EPG Wealth Management LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$15.1K (-$963)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
NEW
Shares50
Change+50
Value$14.2K
Filed 2026-11-03
Wilkerson Advisory Group LLC
INCREASED
Shares47 from 42
Change+5 (+12%)
Value$13.4K (+$640)
Filed 2026-10-20
Thompson Investment Management, Inc.
INCREASED
Shares45 from 43
Change+2 (+5%)
Value$12.8K (-$232)
Filed 2026-10-14
Vima LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$12.5K (-$819)
Filed 2026-10-23
PFS Partners, LLC
DECREASED
Shares42 from 44
Change-2 (-5%)
Value$12.1K (-$1.4K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares39
Change+39
Value$11.1K
Filed 2026-10-28
CFG Wealth Management Services, Inc.
NEW
Shares39
Change+39
Value$11.1K
Filed 2026-10-21
MTM Investment Management, LLC
INCREASED
Shares37 from 32
Change+5 (+16%)
Value$10.5K (+$830)
Filed 2026-10-30
Kentucky Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$10.2K (-$670)
Filed 2026-10-15
Fairman Group, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$9.6K (-$621)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares33
Change+33
Value$9.5K
Filed 2026-10-26
True Wealth Design, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$9.1K (-$596)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$9.1K (-$596)
Filed 2026-10-15
Decker Retirement Planning Inc.
NEW
Shares31
Change+31
Value$8.7K
Filed 2026-10-19
Arvest Investments, Inc.
INCREASED
Shares31 from 22
Change+9 (+41%)
Value$8.8K (+$2.2K)
Filed 2026-10-21
Zeit Capital LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$8.8K (-$578)
Filed 2026-10-19
Activest Wealth Management
DECREASED
Shares26 from 105
Change-79 (-75%)
Value$7.4K (-$24.5K)
Filed 2026-10-15
West Branch Capital LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$7.4K (-$485)
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.7K (-$373)
Filed 2026-10-07
Sofi Wealth, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.6K (-$451)
Filed 2026-10-27
Financial Consulate, Inc
NEW
Shares16
Change+16
Value$4.6K
Filed 2026-10-23
Mechanics Financial Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.3K (-$280)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.3K (-$208)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.4K (-$223)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
DECREASED
Shares7 from 12
Change-5 (-42%)
Value$2.0K (-$1.6K)
Filed 2026-10-15
High Point Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.7K (-$107)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.7K (-$91)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.7K (-$112)
Filed 2026-10-05
Putney Financial Group LLC
NEW
Shares5
Change+5
Value$1.4K
Filed 2026-10-30
Frankly Finances, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.4K (-$94)
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$854 (-$56)
Filed 2026-10-26
Eukles Asset Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$853 (-$56)
Filed 2026-11-04
GoalVest Advisory LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$569 (-$37)
Filed 2026-10-02
Peterson Wealth Services
NEW
Shares1
Change+1
Value$285
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$286 (-$18)
Filed 2026-11-03
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 15,601
Change-15,601 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 12,591
Change-12,591 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-14
FDx Advisors, Inc.
CLOSED
Shares0 from 7,701
Change-7,701 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 6,137
Change-6,137 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-27
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 5,444
Change-5,444 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Newport Capital Group, LLC
CLOSED
Shares0 from 4,090
Change-4,090 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Grange Capital, LLC
CLOSED
Shares0 from 3,460
Change-3,460 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Sterling Capital Management LLC
CLOSED
Shares0 from 2,860
Change-2,860 (-100%)
Value$0 (-$866.9K)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,304
Change-2,304 (-100%)
Value$0 (-$698.4K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,807
Change-1,807 (-100%)
Value$0 (-$547.8K)
Filed 2026-11-03
Aerodigm Wealth, LLC
CLOSED
Shares0 from 1,287
Change-1,287 (-100%)
Value$0 (-$390.1K)
Filed 2026-10-16
PCG Asset Management, LLC
CLOSED
Shares0 from 1,285
Change-1,285 (-100%)
Value$0 (-$389.5K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 1,219
Change-1,219 (-100%)
Value$0 (-$369.5K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$365.3K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 1,139
Change-1,139 (-100%)
Value$0 (-$345.3K)
Filed 2026-10-21
Noesis Capital Mangement Corp
CLOSED
Shares0 from 1,092
Change-1,092 (-100%)
Value$0 (-$331.0K)
Filed 2026-10-26
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$273.7K)
Filed 2026-10-14
LifeGoal Investments, LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$270.6K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$242.3K)
Filed 2026-11-04
TKG Advisors, LLC
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$237.9K)
Filed 2026-11-02
Norden Group LLC
CLOSED
Shares0 from 783
Change-783 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-20
Hengehold Capital Management LLC
CLOSED
Shares0 from 754
Change-754 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-16
Nixon Peabody Trust Co
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-23
Veracity Capital LLC
CLOSED
Shares0 from 716
Change-716 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-08
Wlth Capital Management, LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-20
Quantum Financial Planning Services, Inc.
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-14
Blankinship & Foster, LLC
CLOSED
Shares0 from 697
Change-697 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-19
Ballentine Capital Advisors, Inc
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-14
Chicago Capital, LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-13
Clearwave Capital, LLC
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-27
Alamar Capital Management, LLC
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$209.8K)
Filed 2026-11-02
Xena Financial Planning, LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-13
Red Mountain Financial, LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-03
First City Capital Management, Inc.
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-27
Clarus Group, Inc.
CLOSED
Shares0 from 678
Change-678 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-21
Ledgewood Wealth Advisors, LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-09
CMH Wealth Management LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-22
New Perspectives, Inc
CLOSED
Shares0 from 674
Change-674 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-14
Citrine Capital LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-14
Wilkins Miller Wealth Management, LLC
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-13
Peak Financial Management, Inc.
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-16
Colonial River Investments, LLC
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-19
Carrera Capital Advisors
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-03
Waterway Wealth Management, LLC
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-28
Parthenon LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$196.9K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$124.0K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$109.4K)
Filed 2026-10-29
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$103.7K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$81.1K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$61.5K)
Filed 2026-10-15
Costello Asset Management, Inc
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-30
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-29
Pacifica Partners Inc.
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-16
Rakuten Securities, Inc.
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-02
Midway Capital Research & Management
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-20
Hoey Investments, Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-29
Vision Financial Markets LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$308)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.4M (+$178.2K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 21,579,198
Change-21,579,198 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,094,439
Change-8,094,439 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,112,663
Change-5,112,663 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,139,634
Change-4,139,634 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,935,022
Change-3,935,022 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,420,614
Change-3,420,614 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,301,516
Change-3,301,516 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,914,921
Change-2,914,921 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,813,902
Change-2,813,902 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,634,215
Change-2,634,215 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,278,949
Change-2,278,949 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,122,591
Change-2,122,591 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,062,501
Change-2,062,501 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,038,406
Change-2,038,406 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,986,263
Change-1,986,263 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,747,986
Change-1,747,986 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,715,012
Change-1,715,012 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,585,209
Change-1,585,209 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,558,749
Change-1,558,749 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,267,408
Change-1,267,408 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,240,289
Change-1,240,289 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,186,781
Change-1,186,781 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,157,296
Change-1,157,296 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,065,927
Change-1,065,927 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 959,311
Change-959,311 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 930,912
Change-930,912 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 873,688
Change-873,688 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 844,581
Change-844,581 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 787,375
Change-787,375 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 785,131
Change-785,131 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 745,936
Change-745,936 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 616,237
Change-616,237 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 579,086
Change-579,086 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 567,165
Change-567,165 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 557,087
Change-557,087 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 522,390
Change-522,390 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 506,003
Change-506,003 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 482,252
Change-482,252 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 478,322
Change-478,322 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 476,205
Change-476,205 (-100%)
Value—
State Street Corp
N/A
Shares— from 462,337
Change-462,337 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 454,602
Change-454,602 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 419,138
Change-419,138 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 412,077
Change-412,077 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 395,334
Change-395,334 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 393,762
Change-393,762 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 389,955
Change-389,955 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 387,212
Change-387,212 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 380,442
Change-380,442 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 380,254
Change-380,254 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 354,954
Change-354,954 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 329,358
Change-329,358 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 319,556
Change-319,556 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 306,174
Change-306,174 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 293,140
Change-293,140 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 281,530
Change-281,530 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 280,808
Change-280,808 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 255,406
Change-255,406 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 251,979
Change-251,979 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 237,908
Change-237,908 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 237,840
Change-237,840 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 236,909
Change-236,909 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 225,605
Change-225,605 (-100%)
Value—
Betterment LLC
N/A
Shares— from 225,580
Change-225,580 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 225,077
Change-225,077 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 224,136
Change-224,136 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 222,880
Change-222,880 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 219,247
Change-219,247 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 216,420
Change-216,420 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 215,155
Change-215,155 (-100%)
Value—
WIT, LLC
N/A
Shares— from 213,076
Change-213,076 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 199,894
Change-199,894 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 194,489
Change-194,489 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 190,361
Change-190,361 (-100%)
Value—
American Trust
N/A
Shares— from 189,427
Change-189,427 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 187,220
Change-187,220 (-100%)
Value—
&partners
N/A
Shares— from 182,529
Change-182,529 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 149,530
Change-149,530 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 147,448
Change-147,448 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 146,186
Change-146,186 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 137,688
Change-137,688 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 132,415
Change-132,415 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 127,397
Change-127,397 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 126,112
Change-126,112 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 125,108
Change-125,108 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 124,998
Change-124,998 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 122,573
Change-122,573 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 120,569
Change-120,569 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 119,902
Change-119,902 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 119,327
Change-119,327 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 117,586
Change-117,586 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 117,108
Change-117,108 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 116,926
Change-116,926 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116,555
Change-116,555 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 115,463
Change-115,463 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 115,437
Change-115,437 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 114,328
Change-114,328 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 114,139
Change-114,139 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 112,791
Change-112,791 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 110,711
Change-110,711 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 109,265
Change-109,265 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 108,559
Change-108,559 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 102,876
Change-102,876 (-100%)
Value—
Stephens Inc
N/A
Shares— from 100,816
Change-100,816 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 100,534
Change-100,534 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 99,194
Change-99,194 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 98,465
Change-98,465 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 95,164
Change-95,164 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 91,884
Change-91,884 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 91,350
Change-91,350 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 91,129
Change-91,129 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 87,486
Change-87,486 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 86,654
Change-86,654 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 86,317
Change-86,317 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 85,747
Change-85,747 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 85,513
Change-85,513 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 84,191
Change-84,191 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 84,171
Change-84,171 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 81,665
Change-81,665 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 78,810
Change-78,810 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 74,596
Change-74,596 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 74,541
Change-74,541 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 74,060
Change-74,060 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 73,740
Change-73,740 (-100%)
Value—
Blair William & Co
N/A
Shares— from 73,321
Change-73,321 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 71,790
Change-71,790 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 71,522
Change-71,522 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 70,589
Change-70,589 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,190
Change-69,190 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 68,897
Change-68,897 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 67,606
Change-67,606 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 66,281
Change-66,281 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 65,708
Change-65,708 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 65,265
Change-65,265 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 63,557
Change-63,557 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 62,311
Change-62,311 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 62,242
Change-62,242 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 61,952
Change-61,952 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 61,660
Change-61,660 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 60,827
Change-60,827 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 57,507
Change-57,507 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,356
Change-57,356 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 57,241
Change-57,241 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 56,738
Change-56,738 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 56,075
Change-56,075 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 55,781
Change-55,781 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 55,140
Change-55,140 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 54,504
Change-54,504 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 53,772
Change-53,772 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 52,877
Change-52,877 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 52,796
Change-52,796 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 52,260
Change-52,260 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 51,611
Change-51,611 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 51,437
Change-51,437 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 50,141
Change-50,141 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 49,597
Change-49,597 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 48,967
Change-48,967 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 48,621
Change-48,621 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 48,519
Change-48,519 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 47,551
Change-47,551 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,272
Change-47,272 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 47,145
Change-47,145 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 47,096
Change-47,096 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 46,634
Change-46,634 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 46,461
Change-46,461 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 46,237
Change-46,237 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 45,306
Change-45,306 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,016
Change-45,016 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 44,993
Change-44,993 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 44,329
Change-44,329 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 44,238
Change-44,238 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 43,393
Change-43,393 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 42,690
Change-42,690 (-100%)
Value—
Commerce Bank
N/A
Shares— from 42,300
Change-42,300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 42,273
Change-42,273 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 40,765
Change-40,765 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 40,087
Change-40,087 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 39,944
Change-39,944 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 39,554
Change-39,554 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,553
Change-39,553 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 39,347
Change-39,347 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 38,563
Change-38,563 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 38,346
Change-38,346 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 37,529
Change-37,529 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 37,250
Change-37,250 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 36,657
Change-36,657 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 35,919
Change-35,919 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 35,246
Change-35,246 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 34,748
Change-34,748 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 34,639
Change-34,639 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 33,903
Change-33,903 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 33,838
Change-33,838 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 33,141
Change-33,141 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 33,099
Change-33,099 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 33,062
Change-33,062 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,909
Change-31,909 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 31,749
Change-31,749 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 31,727
Change-31,727 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 31,678
Change-31,678 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 31,578
Change-31,578 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 31,348
Change-31,348 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 30,823
Change-30,823 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 30,598
Change-30,598 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 30,370
Change-30,370 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 30,310
Change-30,310 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,301
Change-30,301 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 29,290
Change-29,290 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 29,126
Change-29,126 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 29,112
Change-29,112 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 29,057
Change-29,057 (-100%)
Value—
Nwam LLC
N/A
Shares— from 28,847
Change-28,847 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,604
Change-28,604 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 28,564
Change-28,564 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 28,115
Change-28,115 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 27,121
Change-27,121 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 27,067
Change-27,067 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 27,044
Change-27,044 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,841
Change-26,841 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,593
Change-26,593 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26,197
Change-26,197 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 25,525
Change-25,525 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 25,482
Change-25,482 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 25,249
Change-25,249 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 24,759
Change-24,759 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,586
Change-24,586 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 24,551
Change-24,551 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 24,536
Change-24,536 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 24,369
Change-24,369 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 24,023
Change-24,023 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 23,835
Change-23,835 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 23,535
Change-23,535 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 23,406
Change-23,406 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 23,231
Change-23,231 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 23,077
Change-23,077 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 23,075
Change-23,075 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 23,028
Change-23,028 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 22,883
Change-22,883 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 22,833
Change-22,833 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,464
Change-22,464 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 22,348
Change-22,348 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 22,163
Change-22,163 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 22,042
Change-22,042 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 21,985
Change-21,985 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,943
Change-21,943 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 21,517
Change-21,517 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 21,466
Change-21,466 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 21,353
Change-21,353 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 21,342
Change-21,342 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,145
Change-21,145 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 20,889
Change-20,889 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 20,676
Change-20,676 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 20,578
Change-20,578 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 20,407
Change-20,407 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 19,620
Change-19,620 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,601
Change-19,601 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,246
Change-19,246 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 19,197
Change-19,197 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 18,416
Change-18,416 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 18,409
Change-18,409 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 18,406
Change-18,406 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 18,285
Change-18,285 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 17,683
Change-17,683 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 17,683
Change-17,683 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 17,492
Change-17,492 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 17,358
Change-17,358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,293
Change-17,293 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
United Bank
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,604
Change-16,604 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 16,212
Change-16,212 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 16,043
Change-16,043 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,984
Change-15,984 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 15,652
Change-15,652 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 15,410
Change-15,410 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,533
Change-14,533 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,483
Change-14,483 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 14,426
Change-14,426 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 14,426
Change-14,426 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 14,398
Change-14,398 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 14,367
Change-14,367 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 14,362
Change-14,362 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 14,252
Change-14,252 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,247
Change-14,247 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 13,817
Change-13,817 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 13,673
Change-13,673 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,487
Change-13,487 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,337
Change-13,337 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,277
Change-13,277 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 13,237
Change-13,237 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 13,159
Change-13,159 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 13,015
Change-13,015 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,975
Change-12,975 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 12,851
Change-12,851 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,255
Change-12,255 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 11,413
Change-11,413 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 11,122
Change-11,122 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 10,599
Change-10,599 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 10,056
Change-10,056 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 10,019
Change-10,019 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 9,983
Change-9,983 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,454
Change-9,454 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,021
Change-9,021 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,924
Change-8,924 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,707
Change-8,707 (-100%)
Value—
Optas, LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 8,301
Change-8,301 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,209
Change-8,209 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 8,032
Change-8,032 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 7,611
Change-7,611 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,744
Change-6,744 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Pandi, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 963
Change-963 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 941
Change-941 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 925
Change-925 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 907
Change-907 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 881
Change-881 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 880
Change-880 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 879
Change-879 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 867
Change-867 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 862
Change-862 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 844
Change-844 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 833
Change-833 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 814
Change-814 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 811
Change-811 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 796
Change-796 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 775
Change-775 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 775
Change-775 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 774
Change-774 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 752
Change-752 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 751
Change-751 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 734
Change-734 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 734
Change-734 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 697
Change-697 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
FCA Corp
N/A
Shares— from 683
Change-683 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 610
Change-610 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 591
Change-591 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 537
Change-537 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 444
Change-444 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 439
Change-439 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 426
Change-426 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 398
Change-398 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 375
Change-375 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 373
Change-373 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 371
Change-371 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 291
Change-291 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 289
Change-289 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 281
Change-281 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 266
Change-266 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 258
Change-258 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Allianz SE
N/A
Shares— from 245
Change-245 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 244
Change-244 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
CNB Bank
N/A
Shares— from 240
Change-240 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Centennial Bank
N/A
Shares— from 205
Change-205 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 136
Change-136 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 130
Change-130 (-100%)
Value—
Motco
N/A
Shares— from 116
Change-116 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 110
Change-110 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Toews Corp
N/A
Shares— from 83
Change-83 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 61
Change-61 (-100%)
Value—
10Elms LLP
N/A
Shares— from 52
Change-52 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 24
Change-24 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3
Change-3 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED1,989,5692,021,950-32,381-2%$612.9M$566.0M-$46.9M2026-11-02
Bank of New York Mellon Corp
DECREASED1,898,3001,913,874-15,574-1%$580.1M$540.0M-$40.1M2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED1,153,3651,178,370-25,005-2%$357.2M$328.1M-$29.1M2026-10-29
Mission Wealth Management, LP
DECREASED1,105,8341,478,793-372,959-25%$448.3M$314.6M-$133.7M2026-10-15
Signaturefd, LLC
INCREASED956,540938,568+17,972+2%$284.5M$272.1M-$12.4M2026-10-23
Commonwealth Equity Services, LLC
DECREASED860,386950,658-90,272-9%$288.2M$244.8M-$43.4M2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED764,733759,092+5,641+1%$230.1M$217.6M-$12.5M2026-10-30
Fifth Third Bancorp
DECREASED647,856659,527-11,671-2%$199.9M$184.3M-$15.6M2026-11-05
Badgley Phelps Wealth Managers, LLC
DECREASED621,985653,239-31,254-5%$198.0M$176.9M-$21.1M2026-10-22
Cullen T Bankers, Inc.
INCREASED612,355600,979+11,376+2%$182.2M$174.2M-$8.0M2026-10-28
Country Trust Bank
INCREASED540,639534,925+5,714+1%$162.1M$153.8M-$8.3M2026-10-30
Assetmark, Inc
DECREASED492,233709,612-217,379-31%$215.1M$140.0M-$75.1M2026-10-21
Pinnacle Associates LTD
INCREASED469,034462,685+6,349+1%$140.2M$133.4M-$6.8M2026-10-20
Kestra Advisory Services, LLC
INCREASED461,807410,869+50,938+12%$124.5M$131.4M+$6.8M2026-11-02
Fusion Family Wealth, LLC
INCREASED445,540440,832+4,708+1%$136.6M$126.8M-$9.9M2026-11-02
Truist Financial Corp
DECREASED393,159412,889-19,730-5%$125.2M$111.8M-$13.3M2026-10-30
Heartwood Wealth Advisors LLC
DECREASED382,477383,312-8350%$116.2M$108.8M-$7.4M2026-10-05
Catalyst Capital Advisors LLC
INCREASED378,885354,954+23,931+7%$107.6M$107.8M+$195.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED359,254355,964+3,290+1%$107.9M$102.2K-$107.8M2026-11-02
Park Avenue Securities LLC
INCREASED317,348302,910+14,438+5%$91.8M$90.3K-$91.7M2026-10-26
Gibraltar Capital Management, Inc.
DECREASED276,640281,100-4,460-2%$85.2M$78.7M-$6.5M2026-10-27
Auto-Owners Insurance Co
INCREASED265,128249,028+16,100+6%$75.5M$75.4M-$59.1K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED261,454247,593+13,861+6%$73.8M$75.2M+$1.4M2026-10-13
Pittenger & Anderson Inc
INCREASED259,589258,663+926+0%$78.4M$73.9M-$4.6M2026-11-02
Center for Financial Planning, Inc.
DECREASED256,422257,140-7180%$77.9M$72.9M-$5.0M2026-10-26
Thrivent Financial for Lutherans
INCREASED249,063242,540+6,523+3%$73.5M$70.9K-$73.4M2026-11-05
Central Trust Co
INCREASED231,974229,713+2,261+1%$69.6M$66.0M-$3.6M2026-11-05
Joel Isaacson & Co., LLC
INCREASED225,634219,403+6,231+3%$66.5M$64.2M-$2.3M2026-11-05
US Bancorp \de\
DECREASED211,037219,466-8,429-4%$66.5M$60.0M-$6.5M2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED206,960210,237-3,277-2%$63.7M$58.9M-$4.8M2026-10-26
Choreo, LLC
INCREASED206,939204,425+2,514+1%$62.0M$58.9M-$3.1M2026-10-28
Chicago Partners Investment Group LLC
INCREASED204,721192,065+12,656+7%$56.6M$58.8M+$2.2M2026-10-27
Regions Financial Corp
INCREASED197,862189,238+8,624+5%$57.4M$56.3M-$1.1M2026-11-05
Clark Asset Management, LLC
INCREASED190,753179,533+11,220+6%$54.4M$54.3M-$152.7K2026-10-19
Ballast, Inc.
INCREASED189,208184,845+4,363+2%$56.0M$53.8M-$2.2M2026-10-20
Johnson Financial Group, LLC
INCREASED187,838167,764+20,074+12%$50.9M$53.4M+$2.6M2026-11-03
Citizens Financial Group Inc
DECREASED182,939185,047-2,108-1%$56.1M$52.0M-$4.0M2026-10-23
Avior Wealth Management, LLC
INCREASED181,846153,346+28,500+19%$46.5M$51.7M+$5.3M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED177,255169,243+8,012+5%$51.3M$50.4M-$873.7K2026-10-23
AMG National Trust Bank
INCREASED175,140165,626+9,514+6%$50.2M$49.8M-$379.0K2026-11-05
MilWealth Group LLC
DECREASED172,281173,301-1,020-1%$52.5M$49.0M-$3.5M2026-11-02
Apella Capital, LLC
INCREASED169,474148,012+21,462+15%$44.2M$48.6M+$4.5M2026-10-08
Garde Capital, Inc.
INCREASED168,207167,731+476+0%$50.8M$47.9M-$3.0M2026-10-29
AA Financial Advisors, LLC
INCREASED167,974160,869+7,105+4%$48.8M$47.8M-$975.7K2026-10-19
D.A. Davidson & Co.
INCREASED166,982132,169+34,813+26%$40.1M$47.5M+$7.4M2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED164,583168,264-3,681-2%$51.0M$46.8M-$4.2M2026-10-16
CX Institutional
DECREASED162,723168,070-5,347-3%$50.9K$46.3K-$4.7K2026-10-02
MPS Loria Financial Planners, LLC
INCREASED161,923158,328+3,595+2%$48.0M$46.1M-$1.9M2026-10-14
Parallel Advisors, LLC
INCREASED160,621160,428+193+0%$48.6M$45.7M-$2.9M2026-11-03
Capital Asset Advisory Services LLC
INCREASED155,775143,354+12,421+9%$43.5M$45.0M+$1.5M2026-10-30
Lido Advisors, LLC
INCREASED150,034127,593+22,441+18%$38.7M$42.7M+$4.0M2026-11-04
Brown Financial Advisory
INCREASED149,466147,831+1,635+1%$44.8M$42.5M-$2.3M2026-11-05
Associated Banc-Corp
INCREASED146,499136,256+10,243+8%$41.3M$41.7M+$375.6K2026-10-30
Aufman Associates Inc
INCREASED144,871141,062+3,809+3%$42.8M$41.2M-$1.5M2026-11-04
Discipline Wealth Solutions, LLC
DECREASED143,785146,099-2,314-2%$44.3M$40.9M-$3.4M2026-10-14
Northeast Investment Management
INCREASED141,943137,569+4,374+3%$41.7M$40.4M-$1.3M2026-10-30
Brookstone Capital Management
INCREASED141,032134,707+6,325+5%$40.8M$40.1M-$710.0K2026-10-22
Compound Planning, Inc.
INCREASED139,686137,539+2,147+2%$41.7M$39.7M-$2.0M2026-11-05
Alps Advisors Inc
DECREASED139,420152,155-12,735-8%$46.1M$39.7M-$6.5M2026-11-03
Whelan Financial
INCREASED136,379129,593+6,786+5%$39.3M$38.8M-$484.0K2026-10-28
Heritage Investors Management Corp
INCREASED135,937134,058+1,879+1%$40.6M$38.7K-$40.6M2026-10-29
Moller Wealth Partners
INCREASED132,961132,140+821+1%$40.1M$37.8M-$2.2M2026-10-15
Scott Capital Advisors, LLC
DECREASED132,275132,758-4830%$40.2M$38.0M-$2.3M2026-10-13
Connecticut Wealth Management, LLC
DECREASED130,163135,435-5,272-4%$41.1M$37.0M-$4.0M2026-10-13
Financial Management Professionals, Inc.
INCREASED126,568124,872+1,696+1%$37.9M$36.0M-$1.8M2026-10-23
Randolph Co Inc
INCREASED126,429126,306+123+0%$38.3M$36.0M-$2.3M2026-10-23
Chatham Capital Group, Inc.
INCREASED123,948121,101+2,847+2%$36.7M$35.3M-$1.4M2026-10-16
Bluestem Financial Advisors, LLC
INCREASED123,092120,996+2,096+2%$36.7M$35.0M-$1.7M2026-10-20
Wolff Financial Management LLC
INCREASED121,697121,432+265+0%$36.8M$34.6M-$2.2M2026-10-23
WP Advisors, LLC
INCREASED121,551118,864+2,687+2%$36.0M$34.6M-$1.4M2026-10-22
3Chopt Investment Partners, LLC
INCREASED114,466110,885+3,581+3%$33.6M$32.6M-$1.0M2026-10-30
StoneX Group Inc.
DECREASED112,963122,525-9,562-8%$37.2M$32.1M-$5.1M2026-11-03
Curran Financial Partners, LLC
INCREASED112,710106,081+6,629+6%$32.2M$32.1M-$90.4K2026-11-04
Signal Advisors Wealth, LLC
INCREASED111,211100,858+10,353+10%$30.6M$31.6M+$1.1M2026-10-13
Howard Capital Management Group, LLC
INCREASED111,074109,897+1,177+1%$33.3M$31.6M-$1.7M2026-10-16
AlphaCore Capital LLC
INCREASED108,879103,126+5,753+6%$31.3M$31.0M-$284.6K2026-11-04
HB Wealth Management, LLC
INCREASED107,123105,892+1,231+1%$32.1M$30.5M-$1.6M2026-10-23
Searcy Financial Services Inc
DECREASED106,739109,328-2,589-2%$33.1M$30.4M-$2.8M2026-10-07
Procyon Advisors, LLC
INCREASED106,224105,915+309+0%$32.1M$30.2M-$1.9M2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED102,860102,541+319+0%$31.1M$29.3M-$1.8M2026-10-16
New York Life Investment Management LLC
NEW102,845—+102,845——$29.3M—2026-11-04
SP Asset Management LLC
DECREASED101,914102,238-3240%$31.0M$29.0M-$2.0M2026-11-05
Koshinski Asset Management, Inc.
INCREASED100,77596,303+4,472+5%$29.2M$28.7M-$522.0K2026-10-29
Modera Wealth Management, LLC
DECREASED99,36499,867-5030%$30.3M$28.3M-$2.0M2026-10-28
Patriot Investment Management Group, Inc.
INCREASED98,79798,662+135+0%$29.9M$28.1M-$1.8M2026-10-15
Woodmont Investment Counsel LLC
INCREASED98,18697,940+246+0%$29.7M$27.9M-$1.8M2026-10-29
MBE Wealth Management, LLC
INCREASED98,11898,047+71+0%$29.7M$27.9M-$1.8M2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED97,05495,625+1,429+1%$28.8M$27.6M-$1.2M2026-10-09
BLB&B Advisors, LLC
DECREASED95,84998,397-2,548-3%$29.8M$27.3M-$2.6M2026-10-27
First Command Advisory Services, Inc.
DECREASED95,270125,748-30,478-24%$38.1M$27.1M-$11.0M2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
INCREASED94,26592,772+1,493+2%$28.1M$26.8M-$1.3M2026-10-13
Aspiriant, LLC
INCREASED93,79990,467+3,332+4%$27.4M$26.7M-$739.4K2026-10-16
Noble Family Wealth, LLC
INCREASED92,92990,379+2,550+3%$27.4M$26.4M-$958.0K2026-10-26
Fund Evaluation Group, LLC
INCREASED89,90587,872+2,033+2%$26.6M$25.6M-$1.1M2026-11-05
Glenview Trust Co
INCREASED88,02687,170+856+1%$26.4M$25.0M-$1.4M2026-10-28
DeDora Capital, Inc.
INCREASED87,98686,239+1,747+2%$26.1M$25.0M-$1.1M2026-10-26
WBH Advisory Inc
DECREASED86,09189,618-3,527-4%$27.2M$24.5M-$2.7M2026-11-05
Hurlow Wealth Management Group, Inc.
DECREASED85,21286,672-1,460-2%$26.3M$24.2M-$2.0M2026-10-29
Simon Quick Advisors, LLC
DECREASED84,75287,670-2,918-3%$26.6M$24.1M-$2.5M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED83,48075,758+7,722+10%$23.0M$23.7M+$785.4K2026-10-16
Tectonic Advisors LLC
INCREASED83,36281,125+2,237+3%$24.6M$23.7M-$875.0K2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED80,80480,223+581+1%$24.3M$23.0M-$1.3M2026-11-02
MBM Wealth Consultants, LLC
INCREASED80,64877,964+2,684+3%$23.6M$22.9M-$688.9K2026-10-20
BCK Partners, Inc.
DECREASED79,84580,458-613-1%$24.4M$22.7M-$1.7M2026-10-23
Daymark Wealth Partners, LLC
INCREASED78,47378,096+377+0%$23.7M$22.3M-$1.3M2026-11-04
Burrus Financial Services, Inc.
DECREASED78,36583,316-4,951-6%$25.3M$22.3M-$3.0M2026-10-22
RFG Holdings, Inc.
INCREASED78,18761,812+16,375+26%$18.7M$18.2M-$488.0K2026-10-30
Kohmann Bosshard Financial Services, LLC
INCREASED78,05377,283+770+1%$23.4M$22.2M-$1.2M2026-11-04
Equity Wealth Partners, LLC
INCREASED77,47961,430+16,049+26%$18.6M$22.0M+$3.4M2026-10-26
Compton Wealth Advisory Group, LLC
DECREASED77,25277,776-524-1%$23.5M$22.1M-$1.3M2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED77,01374,700+2,313+3%$22.6M$21.9M-$733.7K2026-10-26
Twele Capital Management, Inc.
INCREASED76,90376,439+464+1%$23.2M$21.9M-$1.3M2026-10-13
Montag A & Associates Inc
DECREASED76,87085,699-8,829-10%$26.0M$21.9M-$4.1M2026-10-29
Salem Investment Counselors Inc
INCREASED76,29474,861+1,433+2%$22.7M$21.7M-$987.0K2026-10-13
Charles Schwab Trust Co
INCREASED74,24473,151+1,093+1%$22.2M$21.1M-$1.1M2026-10-15
Roof Eidam Maycock Peralta, LLC
DECREASED74,19774,582-385-1%$22.6M$21.1M-$1.5M2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED73,76874,319-551-1%$22.5M$21.0M-$1.5M2026-10-16
Atria Investments, Inc
DECREASED73,39874,685-1,287-2%$22.6M$20.9M-$1.8M2026-10-15
Gemmer Asset Management LLC
INCREASED70,70669,547+1,159+2%$21.1M$20.1M-$965.8K2026-10-16
Marietta Wealth Management, LLC
DECREASED70,63972,359-1,720-2%$21.9M$20.0M-$1.9M2026-10-22
Farther Finance Advisors, LLC
INCREASED68,87650,766+18,110+36%$15.4M$19.6M+$4.2M2026-10-08
Abound Wealth Management
INCREASED68,03167,280+751+1%$20.4M$19.4M-$1.0M2026-10-26
AJ Advisors, LLC
INCREASED67,72566,781+944+1%$20.2M$19.3M-$975.6K2026-10-29
Aries Wealth Management
INCREASED67,41866,637+781+1%$20.2M$19.2M-$1.0M2026-10-23
Old Mission Investment Co LLC
INCREASED66,50966,050+459+1%$20.0M$18.9M-$1.1M2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED65,98370,763-4,780-7%$21.4M$18.8M-$2.7M2026-10-13
Sage Rhino Capital LLC
DECREASED65,62965,839-2100%$20.0M$18.7M-$1.3M2026-10-28
Crane Advisory, LLC
INCREASED65,29064,565+725+1%$19.2M$19.0M-$239.8K2026-10-13
Acropolis Investment Management, LLC
DECREASED64,67064,981-3110%$19.7M$18.4M-$1.3M2026-10-08
Wedmont Private Capital
INCREASED63,47760,211+3,266+5%$18.0M$18.3M+$306.0K2026-10-09
Focused Wealth Management, Inc
INCREASED62,03759,868+2,169+4%$18.1M$17.6M-$498.4K2026-10-30
McAdam, LLC
DECREASED61,55261,748-1960%$18.7M$17.5M-$1.2M2026-10-21
Clarity Wealth Advisors, LLC
INCREASED61,48458,679+2,805+5%$17.8M$17.5M-$295.1K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED61,30563,255-1,950-3%$19.2M$17.4M-$1.7M2026-10-30
Copper Harbor Investment Advisors, LLC
INCREASED60,28356,130+4,153+7%$17.0M$17.1M+$135.6K2026-10-16
True North Advisors, LLC
DECREASED60,00461,751-1,747-3%$18.7M$17.1M-$1.6M2026-10-22
AGF Management LTD
DECREASED59,79861,981-2,183-4%$18.8M$17.0M-$1.8M2026-11-03
Vise Technologies, Inc.
INCREASED59,32546,525+12,800+28%$14.1M$16.9M+$2.8M2026-10-29
TD Private Client Wealth LLC
INCREASED59,05058,458+592+1%$17.7M$16.8M-$920.7K2026-10-28
Wealth Architects, LLC
DECREASED58,25358,944-691-1%$17.9M$16.6M-$1.3M2026-11-03
GoalFusion Wealth Management, LLC
INCREASED58,20157,414+787+1%$17.4M$16.6M-$845.7K2026-10-06
Atmos Advisory, LLC
INCREASED58,07458,007+67+0%$17.6M$16.5M-$1.1M2026-10-06
EverSource Wealth Advisors, LLC
DECREASED57,95858,318-360-1%$17.7M$16.5M-$1.2M2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED57,93951,773+6,166+12%$15.7M$16.5M+$789.9K2026-10-14
Ascent Wealth Partners, LLC
INCREASED57,74856,075+1,673+3%$17.0M$16.4M-$568.7K2026-10-23
Oppenheimer & Co Inc
INCREASED57,07654,570+2,506+5%$16.5M$16.2M-$303.7K2026-10-26
Trust Co of the South
INCREASED56,58056,049+531+1%$17.0M$16.1M-$893.1K2026-10-21
McClarren Financial Advisors, Inc.
INCREASED56,57855,545+1,033+2%$16.8M$16.1M-$740.9K2026-10-15
ETF Portfolio Partners, Inc.
DECREASED56,31156,616-305-1%$17.2M$16.0M-$1.1M2026-10-22
Apollon Wealth Management, LLC
INCREASED56,04146,612+9,429+20%$14.1M$15.9M+$1.8M2026-10-23
Spectrum Financial Alliance Ltd LLC
INCREASED55,78351,609+4,174+8%$15.6M$15.9M+$225.9K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED54,61653,368+1,248+2%$16.2M$15.5M-$639.2K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED54,18353,027+1,156+2%$16.1M$15.4M-$658.9K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED54,01350,954+3,059+6%$15.4M$15.4M-$78.7K2026-11-03
Diversify Advisory Services, LLC
DECREASED53,64654,872-1,226-2%$16.3M$15.4M-$841.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED53,64654,872-1,226-2%$16.3M$15.4M-$841.9K2026-10-20
Sage Financial Group Inc
DECREASED53,44153,537-960%$16.2M$15.2M-$1.0M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED53,21048,951+4,259+9%$14.8M$15.1M+$299.9K2026-10-23
Frisco Financial Planning LLC
DECREASED52,74953,540-791-1%$16.2M$15.0M-$1.2M2026-10-05
Americana Partners, LLC
INCREASED52,63846,780+5,858+13%$14.2M$15.0M+$795.1K2026-10-28
Bokf, NA
INCREASED52,42050,427+1,993+4%$15.3M$14.9M-$372.5K2026-10-27
PDS Planning, Inc
INCREASED52,28852,128+160+0%$15.8M$14.9M-$925.5K2026-11-03
Rossmore Private Capital
INCREASED51,25951,231+28+0%$15.5M$14.6M-$946.4K2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED51,23750,301+936+2%$15.2M$14.6M-$670.9K2026-10-15
Sigma Planning Corp
INCREASED50,45740,643+9,814+24%$12.3M$14.3M+$2.0M2026-10-23
Peddock Capital Advisors, LLC
INCREASED50,26949,484+785+2%$15.0M$14.3M-$698.6K2026-10-16
Bear Mountain Capital, Inc.
INCREASED49,46648,633+833+2%$14.4M$14.1M-$374.4K2026-11-04
VestGen Advisors, LLC
DECREASED49,41468,766-19,352-28%$20.8M$14.1M-$6.8M2026-10-27
Roberts Wealth Advisors, LLC
DECREASED49,41151,091-1,680-3%$15.5M$14.1M-$1.4M2026-10-14
Madrona Financial Services, LLC
INCREASED49,35544,361+4,994+11%$13.4M$14.0M+$594.3K2026-10-23
James J. Burns & Company, LLC
INCREASED49,15047,870+1,280+3%$14.5M$14.0M-$527.5K2026-10-22
Arbor Wealth Advisors LLC
DECREASED49,06750,381-1,314-3%$15.3M$14.0M-$1.3M2026-10-09
Code Waechter LLC
INCREASED48,64244,952+3,690+8%$13.6M$13.8M+$212.4K2026-10-23
Kathmere Capital Management, LLC
INCREASED48,63848,565+73+0%$14.7M$13.8M-$884.0K2026-10-20
St. Louis Trust Co
INCREASED48,22248,132+90+0%$2.5M$13.7M+$11.2M2026-11-03
Crestwood Advisors Group, LLC
DECREASED48,20148,362-1610%$14.7M$13.7M-$946.7K2026-10-27
High Note Wealth, LLC
INCREASED48,12548,037+88+0%$14.6M$13.7M-$870.0K2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED48,02243,690+4,332+10%$13.2M$13.7M+$418.5K2026-10-09
CRA Financial Services, LLC
DECREASED47,30848,302-994-2%$14.6M$13.5M-$1.2M2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED47,19147,050+141+0%$14.3M$13.4M-$836.9K2026-10-19
Dorval Corp
INCREASED47,14846,172+976+2%$14.0M$13.4M-$582.6K2026-10-29
Integral Investment Advisors, Inc.
DECREASED46,78746,818-310%$14.2M$13.3M-$880.9K2026-11-03
David Kennon Inc
DECREASED46,70646,823-1170%$14.2M$13.3M-$905.4K2026-10-13
KTF Investments, LLC
DECREASED45,79447,279-1,485-3%$14.3M$13.0M-$1.3M2026-10-23
Fifth Third Securities, Inc.
INCREASED45,55726,909+18,648+69%$8.2M$13.0M+$4.8M2026-10-21
Canandaigua National Bank & Trust Co
DECREASED45,43446,232-798-2%$14.0M$12.9M-$1.1M2026-10-07
Crusonia Wealth Advisors LLC
INCREASED45,12342,091+3,032+7%$12.8M$12.8M+$78.5K2026-10-26
Mason & Associates, LLC
DECREASED44,91346,209-1,296-3%$14.0M$12.8M-$1.2M2026-10-26
AdvisorNet Financial, Inc
INCREASED44,61643,077+1,539+4%$13.1M$12.7M-$394.5K2026-10-15
MB, Levis & Associates, LLC
INCREASED44,57042,150+2,420+6%$12.8M$12.7M-$96.7K2026-10-16
Sage Mountain Advisors LLC
DECREASED43,74344,152-409-1%$13.4M$12.4M-$939.0K2026-11-02
Fiduciary Advisors, Inc.
INCREASED43,61042,368+1,242+3%$12.8M$12.4M-$435.9K2026-10-16
Northstar Asset Management Co
DECREASED43,25644,011-755-2%$13.0M$12.5M-$483.4K2026-10-22
Black Diamond Financial, LLC
DECREASED43,13843,280-1420%$13.1M$12.3M-$846.5K2026-10-26
Wealth Analytics Partners, LLC
INCREASED42,97242,379+593+1%$12.6M$12.2M-$356.9K2026-10-19
Capital Management Associates, Inc
INCREASED42,86142,847+14+0%$13.0M$12.2M-$794.1K2026-10-20
Praetorian Wealth Management, Inc.
INCREASED42,48542,131+354+1%$12.8M$12.1M-$684.2K2026-10-16
Fonville Wealth Management LLC
INCREASED42,47542,424+51+0%$12.9M$12.1M-$775.7K2026-10-28
Perigon Wealth Management, LLC
INCREASED42,19041,716+474+1%$12.6M$12.0M-$642.4K2026-10-22
SBK Financial, Inc.
INCREASED42,02031,793+10,227+32%$9.6M$12.0M+$2.3M2026-11-02
Fee-Only Financial Planning, L.C.
DECREASED41,87642,733-857-2%$13.0M$11.9M-$1.0M2026-10-23
Brooklyn FI, LLC
INCREASED41,33240,724+608+1%$12.0M$12.2M+$183.1K2026-11-05
IFP Advisors, Inc
INCREASED41,23234,373+6,859+20%$10.4M$11.7M+$1.3M2026-10-16
Bernardo Wealth Planning LLC
INCREASED40,89220,452+20,440+100%$6.2M$11.6M+$5.4M2026-10-23
Hoge Financial Services, LLC
INCREASED40,79940,272+527+1%$12.2M$11.6M-$604.2K2026-11-05
Beacon Financial Strategies Corp
INCREASED40,78640,606+180+0%$12.3M$11.6M-$705.1K2026-10-14
Chesley Taft & Associates LLC
INCREASED40,61939,904+715+2%$12.1M$11.6M-$540.0K2026-10-13
Berman McAleer LLC
DECREASED40,51641,181-665-2%$12.5M$11.5M-$956.4K2026-10-16
Agate Pass Investment Management, LLC
DECREASED40,06041,287-1,227-3%$12.5M$11.4M-$1.1M2026-10-20
Horizons Wealth Management
NEW39,982—+39,982——$11.4M—2026-10-05
Legacy Wealth Partners, LLC
INCREASED39,98139,103+878+2%$11.9M$11.4M-$478.9K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED39,97536,007+3,968+11%$10.9M$11.4M+$457.8K2026-10-21
25 LLC
DECREASED39,95940,836-877-2%$12.4M$11.4M-$1.0M2026-10-13
Leeward Financial Partners, LLC
DECREASED39,53939,856-317-1%$12.1M$11.2M-$832.8K2026-10-23
Financial Futures Ltd Liability Co.
INCREASED39,53138,495+1,036+3%$11.7M$11.2M-$422.5K2026-10-13
Evergreen Capital Management LLC
INCREASED39,47438,768+706+2%$11.8M$11.2M-$521.2K2026-10-23
Kearns & Associates LLC
DECREASED39,32739,367-400%$11.9M$11.2M-$744.8K2026-10-09
Culbertson A N & Co Inc
DECREASED39,18639,471-285-1%$12.0M$11.1M-$816.4K2026-10-21
Petredis Investment Advisors LLC
DECREASED38,52038,608-880%$11.7M$11.0M-$744.3K2026-10-20
Beacon Financial Planning, Inc
INCREASED38,00635,796+2,210+6%$10.9M$10.8M-$38.2K2026-11-04
BlueSky Wealth Advisors, LLC
DECREASED38,00639,084-1,078-3%$11.8M$10.8M-$1.0M2026-10-29
Capital Planning LLC
DECREASED37,84238,814-972-2%$11.8M$10.8M-$999.6K2026-10-09
TriaGen Wealth Management LLC
INCREASED37,63537,370+265+1%$11.3M$10.7M-$620.9K2026-10-14
Brindle & Bay Financial Advisors, LLC
DECREASED37,47938,780-1,301-3%$11.8M$10.7M-$1.1M2026-10-15
Single Point Partners, LLC
DECREASED37,38537,745-360-1%$11.4M$10.6M-$805.3K2026-10-19
Capital Advantage, Inc.
INCREASED37,07836,228+850+2%$11.0M$10.5M-$432.9K2026-10-14
Rareview Capital LLC
INCREASED37,07032,970+4,100+12%$7.8M$10.5M+$2.7M2026-11-05
Silverleafe Capital Partners, LLC
INCREASED36,93536,839+96+0%$11.2M$10.5M-$659.0K2026-10-02
Evolution Wealth Advisors, LLC
DECREASED35,66035,915-255-1%$10.9M$10.1M-$741.8K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED35,42036,207-787-2%$11.0M$10.1M-$898.4K2026-10-26
Thrive Wealth Management, LLC
INCREASED35,12534,451+674+2%$10.4M$10.0M-$450.1K2026-10-13
Florida Trust Wealth Management Co
INCREASED34,91132,477+2,434+7%$9.8M$9.9M+$87.4K2026-11-05
Cornerstone National Bank & Trust Co
DECREASED34,88134,936-550%$10.5M$10.0M-$538.1K2026-10-20
Wesbanco Bank Inc
DECREASED34,74036,971-2,231-6%$11.2M$9.9M-$1.3M2026-11-04
Private Client Services, LLC
INCREASED34,61433,814+800+2%$10.2M$9.8M-$402.2K2026-10-02
Krane Financial Solutions LLC
DECREASED34,61034,974-364-1%$10.6M$9.8M-$755.2K2026-10-30
BIP Wealth, LLC
INCREASED34,44233,588+854+3%$10.2M$9.8M-$382.9K2026-10-22
Brick & Kyle, Associates
INCREASED34,03733,768+269+1%$8.8M$9.7M+$838.7K2026-11-05
Visionary Wealth Advisors
DECREASED34,03335,863-1,830-5%$10.9M$9.7M-$1.2M2026-11-04
Prosperity Advisers, LLC
INCREASED33,97232,560+1,412+4%$9.9M$9.7M-$204.8K2026-10-28
Howard Wealth Management, LLC
INCREASED33,32932,826+503+2%$10.0M$9.5M-$468.5K2026-10-28
Johnson Bixby & Associates, LLC
INCREASED33,30433,027+277+1%$10.0M$9.5M-$536.4K2026-10-14
Sapient Capital LLC
INCREASED33,02824,832+8,196+33%$7.5M$9.4M+$1.9M2026-10-08
Ramiah Investment Group
INCREASED32,64332,379+264+1%$9.8M$9.3M-$528.1K2026-10-20
Smith & Howard Wealth Management, LLC
DECREASED32,31033,750-1,440-4%$10.2M$9.2M-$1.0M2026-10-27
Five Pine Wealth Management
INCREASED32,07531,990+85+0%$9.7M$9.1M-$572.0K2026-10-20
Cambridge Advisors Inc.
INCREASED31,88631,646+240+1%$9.6M$9.1M-$521.3K2026-10-19
Midwest Trust Co
DECREASED31,86232,890-1,028-3%$10.0M$9.1M-$905.2K2026-10-22
Cynosure Group, LLC
DECREASED31,65333,812-2,159-6%$10.2M$9.0M-$1.2M2026-11-03
Orgel Wealth Management, LLC
DECREASED31,55133,887-2,336-7%$10.3M$9.0M-$1.3M2026-10-14
OFS Enterprise LLC
DECREASED31,54232,420-878-3%$9.8M$9.0M-$853.9K2026-10-16
Chilton Capital Management LLC
DECREASED31,34741,614-10,267-25%$12.6M$8.9M-$3.7M2026-10-28
Dynamic Advisor Solutions LLC
DECREASED31,24731,446-199-1%$9.5M$8.9M-$642.3K2026-10-13
First Bancorp, Inc
DECREASED31,23031,666-436-1%$9.6M$8.9M-$714.0K2026-10-26
Gill Capital Partners, LLC
INCREASED31,05329,589+1,464+5%$9.0M$8.8M-$134.7K2026-10-13
Latigo Investments, LLC
UNCHANGED30,67130,67100%$9.3M$8.7M-$571.4K2026-10-29
Venture Visionary Partners LLC
INCREASED30,36229,636+726+2%$9.0M$8.6M-$345.7K2026-10-07
First Premier Bank
INCREASED30,16628,818+1,348+5%$8.7K$8.6K-$1532026-10-13
Waller Financial Planning Group, Inc
INCREASED29,96229,961+10%$9.1M$8.5M-$557.9K2026-10-07
Creekside Partners
INCREASED29,86628,515+1,351+5%$8.6M$8.5M-$146.9K2026-11-04
Archford Capital Strategies, LLC
INCREASED29,45827,652+1,806+7%$8.4M$8.4M-$1.1K2026-10-19
Arrow Financial Corp
DECREASED29,15330,205-1,052-3%$9.2M$8.3M-$862.0K2026-10-26
NavPoint Financial, Inc.
DECREASED29,07629,091-150%$8.8M$8.3M-$546.2K2026-10-21
Davenport & Co LLC
INCREASED28,94726,766+2,181+8%$8.1M$8.2M+$121.8K2026-10-14
RW Investment Management LLC
DECREASED28,42928,546-1170%$8.7M$8.1M-$565.3K2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED28,32428,681-357-1%$8.7M$8.1M-$635.2K2026-11-05
Warwick Investment Management, Inc.
DECREASED28,30128,822-521-2%$8.7M$8.1M-$685.2K2026-10-19
Quaker Wealth Management, LLC
INCREASED28,23127,090+1,141+4%$8.2M$8.0M-$180.1K2026-10-22
Accredited Investors Inc.
INCREASED28,16524,724+3,441+14%$7.5M$8.0M+$518.6K2026-11-03
Reap Financial Group, LLC
INCREASED27,99627,258+738+3%$8.3M$8.0M-$297.9K2026-11-02
Root Financial Partners, LLC
DECREASED27,98628,408-422-1%$8.6M$8.0M-$649.2K2026-10-21
Prospera Financial Services Inc
DECREASED27,72931,945-4,216-13%$9.7M$8.1M-$1.6M2026-11-04
HighRoad Wealth Advisors, LLC
INCREASED27,69927,426+273+1%$8.3M$7.9M-$433.4K2026-10-14
Colony Family Offices, LLC
DECREASED27,22927,432-203-1%$8.3M$7.7M-$568.9K2026-10-22
White Lighthouse Investment Management Inc.
INCREASED27,09826,615+483+2%$8.1M$7.7M-$358.3K2026-10-21
Family Wealth Partners, LLC
DECREASED27,04727,366-319-1%$8.3M$7.7M-$600.5K2026-10-20
Arcadia Wealth Management, LLC
DECREASED26,73129,411-2,680-9%$8.9M$7.6M-$1.3M2026-10-22
Gilman Hill Asset Management, LLC
INCREASED26,62625,510+1,116+4%$7.7M$7.6M-$158.0K2026-10-13
Steph & Co
DECREASED26,61128,319-1,708-6%$8.6M$7.6M-$1.0M2026-10-07
Cambridge Capital Management, LLC
INCREASED26,58326,554+29+0%$8.0M$7.6M-$486.4K2026-10-19
S.A. Mason LLC
INCREASED26,56425,765+799+3%$7.8M$7.6M-$252.9K2026-10-13
Axxcess Wealth Management, LLC
DECREASED25,961176,047-150,086-85%$53.4M$7.4M-$46.0M2026-10-21
Jacobsen Capital Management
INCREASED25,88324,475+1,408+6%$7.4M$7.4M-$55.4K2026-10-27
Greenhouse Wealth Management, LLC
INCREASED25,84324,935+908+4%$7.6M$7.4M-$202.3K2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED25,79524,738+1,057+4%$7.5M$7.3M-$160.4K2026-10-22
Verum Partners LLC
DECREASED25,73335,371-9,638-27%$10.7M$7.3M-$3.4M2026-10-21
First United Bank & Trust
INCREASED25,53924,084+1,455+6%$7.3M$7.3M-$34.8K2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED25,29524,578+717+3%$7.4M$7.2M-$253.9K2026-10-29
Dmkc Advisory Services, LLC
DECREASED25,13335,779-10,646-30%$10.8M$7.2M-$3.7M2026-11-04
Citigroup Inc
DECREASED25,01661,078-36,062-59%$18.5M$7.1M-$11.4M2026-11-04
Annex Advisory Services, LLC
DECREASED24,90525,011-1060%$7.6M$7.1M-$496.1K2026-10-16
XML Financial, LLC
INCREASED24,87321,795+3,078+14%$6.6M$7.1M+$469.5K2026-10-29
Rose Capital Advisors LLC
INCREASED24,86424,429+435+2%$7.4M$7.1M-$331.1K2026-11-04
Cathy Pareto & Associates, Inc
INCREASED24,75324,073+680+3%$7.3M$7.0M-$254.5K2026-10-15
Grove Bank & Trust
DECREASED24,68924,750-610%$7.5M$7.0M-$478.4K2026-10-08
GreatBanc Trust Co
DECREASED24,61825,368-750-3%$7.7M$7.0M-$686.0K2026-11-04
Peterson Wealth Advisors, LLC
DECREASED24,54425,039-495-2%$7.6M$7.0M-$607.2K2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED24,30824,437-129-1%$7.4M$6.9M-$491.8K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED24,24023,031+1,209+5%$7.0M$6.9M-$85.0K2026-10-22
McNaughton Wealth Management, LLC
INCREASED24,20423,616+588+2%$7.2M$6.9M-$272.7K2026-10-09
NewCorp Financial Services, Inc.
DECREASED24,08024,350-270-1%$7.4M$6.9M-$530.5K2026-10-14
Certified Advisory Corp
DECREASED24,04725,098-1,051-4%$7.6M$6.8M-$766.5K2026-10-29
Arwa LLC
INCREASED24,03116,122+7,909+49%$4.8M$6.9M+$2.1M2026-10-21
West Bancorporation Inc
DECREASED23,60524,582-977-4%$7.5M$6.7M-$735.9K2026-10-29
Blueprint Financial Advisors LLC
INCREASED23,46314,448+9,015+62%$4.4M$6.7M+$2.3M2026-10-28
Ariston Services Group
INCREASED23,37123,137+234+1%$7.0M$6.6M-$364.5K2026-10-16
Aurelius Family Office LLC
INCREASED23,35022,399+951+4%$6.8M$6.6M-$147.0K2026-10-23
Family Investment Center, Inc.
DECREASED23,30023,607-307-1%$7.2M$6.6M-$527.1K2026-10-19
Farrell Financial LLC
DECREASED23,29423,330-360%$7.1M$6.6M-$445.1K2026-10-16
Winter & Associates, Inc.
INCREASED23,25121,535+1,716+8%$6.5M$6.7M+$169.5K2026-10-23
Jnba Financial Advisors
DECREASED23,11724,310-1,193-5%$7.4M$6.6M-$792.3K2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED22,82823,721-893-4%$7.2M$6.5M-$695.9K2026-11-02
Phillip James Consulting Co.
INCREASED22,77021,494+1,276+6%$6.5M$6.5M-$37.4K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED22,58821,039+1,549+7%$6.4M$6.4M+$48.7K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED22,5767,880+14,696+187%$2.4M$6.4M+$4.0M2026-10-30
GFS Advisors, LLC
INCREASED22,52521,325+1,200+6%$160.2K$6.4M+$6.2M2026-11-03
Titleist Asset Management, LLC
DECREASED22,52234,707-12,185-35%$10.5M$6.4M-$4.1M2026-10-08
Blueprint Investment Partners LLC
INCREASED22,40916,306+6,103+37%$4.9M$6.4M+$1.4M2026-10-28
Councilor Wealth, LLC
DECREASED22,26922,879-610-3%$6.9M$6.3M-$599.8K2026-10-09
Meridian Wealth Management, LLC
INCREASED22,21421,526+688+3%$6.3M$6.1M-$167.2K2026-11-05
Integrated Advisors Network LLC
INCREASED22,12122,029+92+0%$6.7M$6.3M-$384.2K2026-10-20
CWA Asset Management Group, LLC
DECREASED21,80721,843-360%$6.6M$6.2M-$417.0K2026-10-19
Cypress Wealth Services, LLC
DECREASED21,76221,838-760%$6.6M$6.3M-$285.3K2026-10-21
Arbor Wealth Management Llc\az
DECREASED21,52421,786-262-1%$6.6M$6.1M-$480.3K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED21,49810,766+10,732+100%$3.3M$6.1M+$2.9M2026-10-15
BridgePort Financial Solutions, LLC
INCREASED21,44520,257+1,188+6%$6.1M$6.1M-$39.4K2026-11-02
Advisor OS, LLC
DECREASED21,36523,381-2,016-9%$7.1M$6.1M-$1.0M2026-11-03
Marathon Wealth Advisors LLC
INCREASED21,31521,296+19+0%$6.5M$6.1M-$391.4K2026-11-04
Plus Group Wealth Advisors LLC
DECREASED21,31329,945-8,632-29%$9.1M$6.1M-$3.0M2026-10-19
May Hill Capital, LLC
DECREASED21,12221,641-519-2%$6.6M$6.0M-$551.0K2026-11-03
Newton One Investments LLC
INCREASED21,09321,042+51+0%$6.4M$6.0M-$377.3K2026-10-14
Abacus Planning Group, Inc.
DECREASED20,94621,347-401-2%$6.5M$6.0M-$511.8K2026-11-02
Thayer Financial, L.L.C.
INCREASED20,91520,132+783+4%$6.1M$6.0M-$109.0K2026-10-21
Index Fund Advisors, Inc.
DECREASED20,90620,913-70%$6.3M$5.9M-$391.8K2026-11-05
Box Hill Private Wealth LLC
INCREASED20,62318,975+1,648+9%$5.8M$5.9M+$115.3K2026-10-05
Independent Financial Group, LLC
INCREASED20,61819,842+776+4%$6.0M$5.9M-$148.7K2026-10-13
Stage Harbor Financial, LLC
DECREASED20,50120,579-780%$6.2M$5.8M-$405.5K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED20,19820,611-413-2%$6.2M$5.7M-$501.7K2026-11-04
Barrett & Company, Inc.
INCREASED20,11417,851+2,263+13%$5.4M$5.7M+$311.3K2026-10-22
Ti-Trust, Inc
DECREASED20,06620,181-115-1%$6.1M$5.7M-$408.7K2026-10-21
Washington Growth Strategies LLC
INCREASED19,94019,589+351+2%$5.9M$5.7M-$265.1K2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED19,84620,074-228-1%$6.1M$5.6M-$438.8K2026-10-16
RTD Financial Advisors, Inc.
DECREASED19,81220,538-726-4%$6.2M$5.6M-$589.2K2026-10-09
RFG Advisory, LLC
DECREASED19,77223,232-3,460-15%$7.0M$5.6M-$1.4M2026-11-03
Washington Trust Co
INCREASED19,75918,998+761+4%$5.8M$5.6M-$137.4K2026-10-22
Frontier Asset Management, LLC
INCREASED19,69819,280+418+2%$5.8M$5.6M-$240.4K2026-10-28
First Heartland Consultants, Inc.
DECREASED19,64520,353-708-3%$6.2M$5.6M-$580.8K2026-10-08
Courier Capital LLC
INCREASED19,58118,635+946+5%$5.6M$5.6M-$78.1K2026-10-19
Indivisible Partners
INCREASED19,53519,291+244+1%$5.8M$5.6M-$290.1K2026-10-26
First Financial Corp
INCREASED19,51819,278+240+1%$5.8M$5.6M-$290.9K2026-10-13
Financial Insights, Inc.
DECREASED19,46420,176-712-4%$6.1M$5.5M-$578.3K2026-10-27
Ritholtz Wealth Management
DECREASED19,43220,013-581-3%$6.1M$5.5M-$537.9K2026-11-05
First Hawaiian Bank
INCREASED19,32018,955+365+2%$5.7M$5.5M-$249.3K2026-10-14
Parkside Financial Bank & Trust
DECREASED19,26220,011-749-4%$6.1M$5.5M-$585.9K2026-10-27
Gleason Group, Inc.
INCREASED19,18318,239+944+5%$5.5M$5.5M-$71.1K2026-10-15
Calamos Wealth Management LLC
INCREASED19,13019,070+60+0%$5.8M$5.4M-$338.2K2026-11-02
Wedbush Securities Inc
INCREASED19,07115,594+3,477+22%$4.7M$5.4K-$4.7M2026-10-22
Acorn Financial Advisory Services Inc
INCREASED19,02418,956+68+0%$5.7M$5.4M-$333.7K2026-11-02
Cordoba Advisory Partners LLC
INCREASED18,95418,043+911+5%$5.5M$5.4M-$91.7K2026-10-19
Pathway Financial Advisors LLC
DECREASED18,75819,304-546-3%$5.8M$5.3M-$461.3K2026-10-07
Cove Private Wealth, LLC
INCREASED18,59517,026+1,569+9%$5.2M$5.3M+$129.2K2026-10-28
Plancorp, LLC
INCREASED18,39318,007+386+2%$5.3M$5.3M+$1.4K2026-11-03
First Merchants Corp
UNCHANGED18,37918,37900%$5.6M$5.2M-$342.4K2026-10-15
McCollum Christoferson Group LLC
INCREASED18,37714,710+3,667+25%$4.5M$5.2M+$769.2K2026-10-13
Cooke Wealth Management, LLC
INCREASED18,31817,952+366+2%$5.4M$5.2M-$230.3K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED18,28817,984+304+2%$5.5M$5.2M-$248.5K2026-10-20
IFG Advisors, LLC
DECREASED18,26418,360-96-1%$5.6M$5.2M-$369.4K2026-10-15
PW Nova Financial Services LLC
DECREASED18,21220,620-2,408-12%$6.3M$5.2M-$1.1M2026-10-15
One Day In July LLC
INCREASED18,15717,875+282+2%$5.4M$5.2M-$252.8K2026-10-30
Lynch Asset Management, Inc.
UNCHANGED18,15018,15000%$5.5M$5.2M-$338.1K2026-10-28
Wealth Science Advisors LLC
INCREASED18,09917,174+925+5%$5.2M$5.1M-$56.7K2026-10-09
Waldron Private Wealth LLC
INCREASED17,96117,844+117+1%$5.4M$5.1M-$299.0K2026-11-02
Cassilly Financial Group LLC
INCREASED17,83014,401+3,429+24%$4.4M$5.1M+$707.2K2026-10-07
Mokosak Advisory Group, LLC
INCREASED17,81017,695+115+1%$5.4M$5.1M-$296.1K2026-10-20
Hartmann Taylor Wealth Management, LLC
INCREASED17,78017,212+568+3%$4.5M$5.1M+$550.0K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED17,73514,956+2,779+19%$4.5M$5.0M+$511.8K2026-10-16
Align Financial, LLC
DECREASED17,71517,821-106-1%$5.4M$5.0M-$362.2K2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED17,63717,138+499+3%$5.2M$5.0M-$177.4K2026-10-19
MGO One Seven LLC
INCREASED17,59316,958+635+4%$5.1M$5.0M-$135.4K2026-10-28
Chris Bulman Inc
DECREASED17,57217,950-378-2%$5.4M$5.0M-$441.8K2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED17,57217,196+376+2%$5.2M$5.0M-$213.4K2026-11-03
Fishman JAY A LTD
DECREASED17,51117,683-172-1%$5.4M$5.0M-$378.4K2026-10-26
Financial Advisory Partners, LLC
INCREASED17,34217,255+87+1%$5.2M$4.9M-$296.7K2026-10-23
TFB Advisors LLC
INCREASED17,28216,108+1,174+7%$4.9M$4.9M+$33.8K2026-11-02
PFG Advisors
INCREASED17,22616,534+692+4%$5.0M$4.9M-$111.3K2026-10-16
Mather Group, Llc.
INCREASED17,21116,847+364+2%$5.1M$4.9M-$210.3K2026-10-14
Compass Ion Advisors, LLC
DECREASED17,15917,258-99-1%$5.2M$4.9M-$349.6K2026-10-23
KFA Private Wealth Group, LLC
INCREASED17,11615,811+1,305+8%$4.8M$4.9M+$76.9K2026-10-07
Claro Advisors Inc.
DECREASED17,04018,383-1,343-7%$5.6M$4.8M-$724.4K2026-11-02
Evanson Financial, LLC
DECREASED17,00117,043-420%$5.2M$4.8M-$329.6K2026-10-23
Frank, Rimerman Advisors LLC
INCREASED16,85915,350+1,509+10%$4.7M$4.8M+$143.3K2026-10-16
Columbia Asset Management
INCREASED16,74016,739+1+0%$5.1M$4.8M-$311.5K2026-10-19
Martel Wealth Advisors LLC
DECREASED16,63018,192-1,562-9%$5.5M$4.7M-$783.4K2026-10-14
Salomon & Ludwin, LLC
DECREASED16,62416,849-225-1%$5.1M$4.7M-$350.8K2026-10-29
Virtue Asset Management LLC
DECREASED16,61817,339-721-4%$5.3M$4.7M-$528.1K2026-10-21
Keybank National Association
DECREASED16,56817,998-1,430-8%$5.5M$4.7M-$742.1K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED16,47111,398+5,073+45%$3.4M$4.7M+$1.3M2026-10-13
Mystic Asset Management, Inc.
INCREASED16,37916,351+28+0%$5.0M$4.7M-$296.7K2026-10-15
CoreCap Advisors, LLC
DECREASED16,25416,640-386-2%$5.0M$4.6M-$419.7K2026-10-08
CWS Financial Advisors, LLC
DECREASED16,16116,453-292-2%$5.0M$4.6M-$389.7K2026-10-16
Manchester Capital Management LLC
DECREASED16,14216,451-309-2%$5.0M$4.6M-$394.4K2026-10-22
Aspire Private Capital, LLC
DECREASED16,10919,056-2,947-15%$5.8M$4.6M-$1.2M2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED16,10916,912-803-5%$5.1M$4.6M-$543.6K2026-10-08
Balentine LLC
UNCHANGED15,99215,99200%$4.8M$4.5M-$297.9K2026-11-03
Lebenthal Global Advisors, LLC
INCREASED15,94915,861+88+1%$4.8M$4.5M-$270.5K2026-10-28
Sagace Wealth Management LLC
INCREASED15,88315,799+84+1%$4.8M$4.5M-$270.4K2026-10-28
Optimist Retirement Group LLC
INCREASED15,78815,755+33+0%$4.8M$4.5M-$284.3K2026-10-30
Factor Wealth Management LTD
DECREASED15,63115,987-356-2%$4.8M$4.4M-$399.1K2026-10-08
Waycross Investment Management Co
INCREASED15,57914,949+630+4%$4.5M$4.4M-$99.3K2026-10-14
Altura Wealth Advisors Inc.
INCREASED15,54913,124+2,425+18%$4.0M$4.4M+$445.3K2026-10-22
Magnus Financial Group LLC
INCREASED15,48315,313+170+1%$4.6M$4.4M-$236.9K2026-10-21
Family Capital Management, Inc.
INCREASED15,46514,661+804+5%$4.4M$4.4M-$44.6K2026-11-03
Kitching Partners, LLC
INCREASED15,43010,463+4,967+47%$3.2M$4.4M+$1.2M2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED15,41513,935+1,480+11%$4.2M$4.4M+$161.3K2026-10-27
Compass Planning Associates Inc
INCREASED15,19314,823+370+3%$4.5M$4.3M-$170.8K2026-10-13
SBI Securities Co., Ltd.
DECREASED15,11915,195-760%$4.6M$4.3M-$304.7K2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED15,10314,982+121+1%$4.5M$4.3M-$244.7K2026-10-26
Midwest Financial Partners Investments, Inc.
DECREASED15,02815,476-448-3%$4.7M$4.3M-$415.8K2026-10-08
Davidson Investment Advisors
DECREASED14,98020,105-5,125-25%$6.1M$4.3M-$1.8M2026-10-20
Brighton Jones LLC
INCREASED14,89013,962+928+7%$4.2M$4.2M+$4.1K2026-11-03
Krilogy Financial LLC
DECREASED14,86616,080-1,214-8%$4.9M$4.3M-$590.2K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED14,66817,564-2,896-16%$5.3M$4.2M-$1.2M2026-11-02
Sculati Wealth Management, LLC
NEW14,653—+14,653——$4.2M—2026-10-19
Orrstown Financial Services Inc
DECREASED14,61615,285-669-4%$4.6M$4.2M-$475.1K2026-10-14
Briggs Wealth Management, Inc
INCREASED14,61213,410+1,202+9%$4.1M$4.2M+$92.2K2026-10-26
Acorn Wealth Advisors, LLC
DECREASED14,61015,290-680-4%$4.6M$4.2M-$478.4K2026-10-19
PCA Investment Advisory Services Inc.
INCREASED14,56814,336+232+2%$4.3M$4.1M-$201.1K2026-10-13
Squire Investment Management Company, LLC
INCREASED14,53314,491+42+0%$4.4M$4.1M-$257.8K2026-11-03
Stone Summit Wealth LLC
INCREASED14,47513,764+711+5%$4.2M$4.1M-$54.2K2026-10-14
Yoffe Investment Management, LLC
UNCHANGED14,33814,33800%$4.3M$4.1M-$267.1K2026-11-02
Mycio Wealth Partners, LLC
INCREASED14,26014,239+21+0%$4.3M$4.1M-$259.1K2026-11-04
FinDec Wealth Services, Inc.
INCREASED14,20914,205+4+0%$4.3M$4.0M-$263.5K2026-10-30
First American Bank
INCREASED14,20713,298+909+7%$4.0M$4.0M+$10.9K2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED14,20414,20400%$4.3M$4.0M-$264.6K2026-10-15
LongView Wealth Management
DECREASED14,20314,873-670-4%$4.5M$4.0M-$467.6K2026-10-19
Highland Capital Management, LLC
DECREASED14,07214,269-197-1%$4.3M$4.0M-$321.9K2026-10-26
HUB Investment Partners, LLC
INCREASED14,05812,500+1,558+12%$3.8M$4.0M+$210.3K2026-11-03
Advisory Resource Group
DECREASED14,05314,244-191-1%$4.3M$4.0M-$319.6K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED13,68214,026-344-2%$4.3M$3.9M-$359.1K2026-10-20
General Partner, Inc.
UNCHANGED13,53413,53400%$4.1M$3.9M-$252.1K2026-10-05
Tritonpoint Wealth, LLC
INCREASED13,49112,708+783+6%$3.9M$3.8M-$14.0K2026-10-19
Creative Financial Designs Inc
INCREASED13,44613,067+379+3%$4.0M$3.8M-$135.5K2026-11-04
Ridgewood Investments LLC
INCREASED13,42513,121+304+2%$4.0M$3.8M-$158.0K2026-10-05
Alpine Bank Wealth Management
DECREASED13,40014,077-677-5%$4.3M$3.8M-$454.9K2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED13,40013,645-245-2%$4.1M$3.8M-$323.7K2026-10-21
Farnam Financial LLC
INCREASED13,36813,118+250+2%$4.0M$3.8M-$175.5K2026-10-21
Taylor & Morgan Wealth Management, LLC
DECREASED13,34113,347-60%$4.0M$3.8M-$250.2K2026-10-09
Parsons Capital Management Inc
INCREASED13,30912,814+495+4%$3.9M$3.8M-$97.9K2026-10-28
Meridian Financial Advisors, LLC
DECREASED13,23013,274-440%$4.0M$3.8M-$259.8K2026-10-14
M Holdings Securities, Inc.
NEW13,215—+13,215——$3.8K—2026-11-03
jvl associates llc
DECREASED13,16613,284-118-1%$4.0M$3.7M-$281.0K2026-10-09
waypoint wealth counsel
DECREASED13,16213,190-280%$4.0M$3.7M-$253.7K2026-10-22
Lynx Investment Advisory
DECREASED12,98013,075-95-1%$4.0M$3.7M-$270.6K2026-10-27
Gateway Investment Advisers LLC
INCREASED12,9631,441+11,522+800%$436.8K$3.7M+$3.3M2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED12,92912,92900%$3.9M$3.7M-$240.9K2026-10-22
Larson Financial Group LLC
DECREASED12,91113,949-1,038-7%$4.2M$3.7M-$555.4K2026-11-05
Valeo Financial Advisors, LLC
DECREASED12,88115,710-2,829-18%$4.8M$3.7M-$1.1M2026-10-08
Monument Group Wealth Advisors, LLC
DECREASED12,87212,891-190%$3.9M$3.7M-$245.6K2026-10-21
West Financial Advisors, LLC
INCREASED12,84512,796+49+0%$3.9M$3.7M-$224.5K2026-10-22
Investment Partners, Ltd.
INCREASED12,7976,586+6,211+94%$2.0M$3.6M+$1.6M2026-10-29
Grandview Asset Management LLC
DECREASED12,78313,417-634-5%$4.1M$3.6M-$430.6K2026-10-19
Retirement Planning Group, LLC
DECREASED12,77712,998-221-2%$3.9M$3.6M-$304.8K2026-10-19
Smith Partners Wealth Management, LLC
DECREASED12,64715,900-3,253-20%$4.8M$3.6M-$1.2M2026-11-05
Orin Green Financial, LLC
DECREASED12,57812,928-350-3%$3.9M$3.6M-$340.4K2026-10-19
Gradient Capital Advisors, LLC
DECREASED12,55712,790-233-2%$3.9M$3.6M-$304.8K2026-10-21
Victory Financial Group, LLC
INCREASED12,4274,259+8,168+192%$1.3M$3.5M+$2.2M2026-10-27
Objective Capital Management, LLC
DECREASED12,37712,526-149-1%$3.8M$3.5M-$275.7K2026-10-13
SAX Wealth Advisors, LLC
DECREASED12,27513,891-1,616-12%$3.6M$3.5M-$146.4K2026-10-13
Old North State Wealth Management, LLC
DECREASED12,26412,520-256-2%$3.8M$3.5M-$305.1K2026-10-22
Scott & Selber, Inc.
UNCHANGED12,24512,24500%$3.7M$3.5M-$228.1K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED12,17912,203-240%$3.7M$3.5M-$234.2K2026-10-28
Allegheny Financial Group
INCREASED12,13611,918+218+2%$3.6M$3.5M-$160.0K2026-11-05
Gainplan LLC
DECREASED12,05212,087-350%$3.7M$3.4M-$235.0K2026-10-09
Asset One Wealth Management LLC
INCREASED12,05011,761+289+2%$3.5M$3.4M-$65.1K2026-11-02
Level Financial Advisors
INCREASED11,95111,031+920+8%$3.3M$3.4M+$56.3K2026-10-13
Rinkey Investments
DECREASED11,94833,327-21,379-64%$10.1M$3.4M-$6.7M2026-10-28
Nadler Financial Group, Inc.
DECREASED11,90212,080-178-1%$3.7M$3.4M-$275.7K2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED11,83511,773+62+1%$3.6M$3.4M-$201.8K2026-10-29
JFS Wealth Advisors, LLC
INCREASED11,83310,937+896+8%$3.3M$3.4M+$51.3K2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED11,80211,80200%$3.6M$3.4M-$219.9K2026-10-09
Pachira Investments Inc.
INCREASED11,7878,293+3,494+42%$2.5M$3.4M+$839.6K2026-10-14
City State Bank
INCREASED11,74010,916+824+8%$3.3M$3.3M+$31.1K2026-10-20
BOS Asset Management, LLC
UNCHANGED11,62011,62000%$3.5M$3.3M-$216.5K2026-10-09
Rebalance, LLC
INCREASED11,48611,452+34+0%$3.5M$3.3M-$203.7K2026-10-22
Soltis Investment Advisors LLC
INCREASED11,44310,488+955+9%$3.2M$3.3M+$76.2K2026-10-28
Focus Financial Network, Inc.
INCREASED11,42111,079+342+3%$3.4M$3.2M-$109.1K2026-10-14
Baron Financial Group, LLC
DECREASED11,38411,614-230-2%$3.5M$3.2M-$282.0K2026-10-09
Integrity Alliance, Llc.
INCREASED11,3809,341+2,039+22%$2.8M$3.2M+$406.1K2026-10-29
Boyd Wealth Management, LLC
DECREASED11,37811,679-301-3%$3.5M$3.2M-$303.2K2026-10-20
Shuttleworth & Co
INCREASED11,36111,107+254+2%$3.4M$3.2M-$134.7K2026-10-30
Flagstar Securities, Inc
INCREASED11,3158,452+2,863+34%$2.6M$3.2M+$656.9K2026-10-15
Washington Trust Advisors, Inc.
DECREASED11,29811,424-126-1%$3.5M$3.2M-$248.9K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED11,26910,670+599+6%$3.2M$3.2M-$28.4K2026-10-23
Endeavor Private Wealth, Inc.
DECREASED11,24912,814-1,565-12%$3.9M$3.2M-$684.1K2026-11-05
Financial Planning Fort Collins, LLC
DECREASED11,24511,297-520%$3.4M$3.2M-$175.1K2026-10-16
SkyOak Wealth, LLC
INCREASED11,23411,233+1+0%$3.4M$3.2M-$208.9K2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED11,22911,580-351-3%$3.5M$3.2M-$315.6K2026-10-16
Brighton Securities Corp.
INCREASED11,21110,409+802+8%$3.2M$3.2M+$34.1K2026-10-08
Roth Financial Partners LLC
DECREASED11,07511,300-225-2%$3.4M$3.2M-$274.5K2026-10-06
Beam Wealth Advisors, Inc.
DECREASED11,05911,150-91-1%$3.4M$3.1M-$233.6K2026-11-03
Greenup Street Wealth Management LLC
INCREASED11,03910,625+414+4%$3.2M$3.1M-$80.1K2026-10-28
New England Private Wealth Advisors LLC
INCREASED11,01710,930+87+1%$3.2M$3.1M-$93.7K2026-10-19
Investment Research & Advisory Group, Inc.
INCREASED10,96310,911+52+0%$3.3M$3.1M-$188.7K2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED10,93310,93300%$3.3M$3.1M-$203.7K2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED10,79511,182-387-3%$3.4M$3.1M-$318.3K2026-10-09
Hohimer Wealth Management, LLC
DECREASED10,74710,934-187-2%$3.3M$3.1M-$257.0K2026-11-04
Welch & Forbes LLC
INCREASED10,68610,666+20+0%$3.2M$3.0M-$193.0K2026-11-04
Westside Investment Management, Inc.
DECREASED10,64910,802-153-1%$3.3M$3.0M-$236.8K2026-11-02
Destiny Wealth Partners, LLC
INCREASED10,5964,581+6,015+131%$1.4M$3.1M+$1.7M2026-11-05
Gibson Wealth Advisors LLC
DECREASED10,58511,205-620-6%$3.4M$3.0M-$385.0K2026-10-20
Fairway Wealth LLC
INCREASED10,55910,349+210+2%$3.1M$3.0M-$133.0K2026-10-30
Viewpoint Capital Management LLC
INCREASED10,55410,453+101+1%$3.2M$3.0M-$165.9K2026-10-27
Elevated Capital Advisors, LLC
INCREASED10,52610,051+475+5%$3.0M$3.0M-$52.1K2026-11-04
Blue Trust, Inc.
INCREASED10,4824,928+5,554+113%$1.5M$3.0M+$1.5M2026-10-15
Tanager Wealth Management LLP
DECREASED10,46510,555-90-1%$3.2M$3.0M-$222.2K2026-10-19
Narus Financial Partners, LLC
DECREASED10,45211,065-613-6%$3.4M$3.0M-$380.5K2026-10-19
Legacy Advisors, LLC
INCREASED10,3919,884+507+5%$3.0M$3.0M-$39.9K2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED10,35711,272-915-8%$3.4M$2.9M-$470.0K2026-10-08
Paragon Capital Management Inc
DECREASED10,33810,539-201-2%$3.2M$2.9M-$253.5K2026-10-15
Parker Financial LLC
DECREASED10,18610,409-223-2%$3.2M$2.9M-$251.8K2026-11-05
Klingman & Associates, LLC
DECREASED10,16010,421-261-2%$3.2M$2.9M-$268.4K2026-10-20
Phillips Financial Management, LLC
DECREASED10,15010,166-160%$3.1M$2.9M-$193.9K2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED10,1077,668+2,439+32%$2.3M$2.9M+$551.0K2026-10-05
Columbus Macro, LLC
INCREASED10,10010,026+74+1%$3.0M$2.9M-$165.7K2026-10-14
Canvas Wealth Advisors, LLC
DECREASED10,07611,508-1,432-12%$3.5M$3.0M-$518.8K2026-11-02
DecisionPoint Financial, LLC
DECREASED10,06110,086-250%$3.0M$2.9M-$157.9K2026-10-27
Kelleher Financial Advisors
DECREASED10,02920,349-10,320-51%$6.2M$2.9M-$3.3M2026-10-30
Waters Parkerson & Co., LLC
UNCHANGED9,8799,87900%$3.0M$2.8M-$184.0K2026-11-04
Radnor Capital Management, LLC
UNCHANGED9,8279,82700%$3.0M$2.8M-$183.1K2026-10-23
Envision Financial LLC
INCREASED9,7793,356+6,423+191%$1.0M$2.3M+$1.2M2026-10-15
Bailard, Inc.
INCREASED9,7609,233+527+6%$2.8M$2.8M-$22.1K2026-10-13
Washington Trust Bank
DECREASED9,7489,754-60%$3.0M$2.8M-$183.4K2026-11-03
Elser Financial Planning, Inc
DECREASED9,7479,849-102-1%$3.0M$2.8M-$212.4K2026-10-16
First Citizens Bank & Trust Co
DECREASED9,65810,458-800-8%$3.2M$2.7M-$422.4K2026-10-14
Highline Wealth Partners LLC
INCREASED9,6249,267+357+4%$2.8M$2.7M-$71.2K2026-10-19
Vontobel Holding Ltd.
INCREASED9,6149,596+18+0%$2.9M$2.7M-$173.7K2026-10-16
Security Financial Services, Inc.
DECREASED9,6129,651-390%$2.9M$2.7M-$190.9K2026-10-29
Principle Wealth Partners LLC
DECREASED9,5839,658-75-1%$2.9M$2.7M-$201.1K2026-11-02
Topel & Distasi Wealth Management, LLC
DECREASED9,5699,652-83-1%$2.9M$2.7M-$203.4K2026-11-05
Graetz Wealth LLC
INCREASED9,5525,639+3,913+69%$1.7M$2.7M+$1.0M2026-10-27
Argonautica Private Wealth Management, Inc
DECREASED9,4779,478-10%$2.9M$2.7M-$176.7K2026-11-02
Capital Investment Advisors, LLC
DECREASED9,44110,294-853-8%$3.1M$2.7M-$434.4K2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED9,3999,643-244-3%$2.9M$2.7M-$249.1K2026-10-30
Mitchell Sinkler & Starr
UNCHANGED9,3959,39500%$2.8M$2.7M-$175.0K2026-10-13
John W. Brooker & Co., CPAs
INCREASED9,3578,528+829+10%$2.6M$2.7M+$76.9K2026-10-21
Conning Inc.
INCREASED9,3519,084+267+3%$2.8M$2.7M-$93.3K2026-10-27
Infinity Wealth Counsel, LLC
INCREASED9,3229,108+214+2%$2.8M$2.7M-$108.8K2026-10-15
Clear Creek Financial Management, LLC
DECREASED9,2909,418-128-1%$2.9M$2.6M-$211.9K2026-10-28
Fiduciary Family Office, LLC
UNCHANGED9,2879,28700%$2.8M$2.6M-$173.0K2026-11-04
Hofer & Associates. Inc
NEW9,271—+9,271——$2.6M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED9,2719,521-250-3%$2.9M$2.6M-$248.6K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED9,2019,166+35+0%$2.8M$2.6M-$160.6K2026-10-16
SWP Financial LLC
DECREASED9,1749,300-126-1%$2.8M$2.6M-$209.1K2026-10-23
Strategic Blueprint, LLC
DECREASED9,17310,658-1,485-14%$3.2M$2.6M-$621.0K2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED9,1579,095+62+1%$2.8M$2.6M-$151.8K2026-10-05
Silverlake Wealth Management LLC
INCREASED9,1439,119+24+0%$2.8M$2.6M-$162.9K2026-10-21
Peoples Financial Services Corp.
DECREASED9,0879,234-147-2%$2.8M$2.6M-$213.8K2026-10-20
Evermay Wealth Management LLC
INCREASED8,9808,656+324+4%$2.6M$2.6M-$69.1K2026-11-05
Eclectic Associates Inc
INCREASED8,8838,781+102+1%$2.7M$2.5M-$134.4K2026-10-09
MY Wealth Management Inc.
DECREASED8,8369,243-407-4%$2.8M$2.5M-$287.9K2026-10-21
Heritage Family Offices, LLP
INCREASED8,7856,137+2,648+43%$1.9M$2.5M+$639.1K2026-11-02
Goelzer Investment Management, Inc.
DECREASED8,7679,020-253-3%$2.7M$2.5M-$240.0K2026-10-16
Smithbridge Asset Management Inc
INCREASED8,7156,336+2,379+38%$1.9M$2.5M+$558.8K2026-10-19
Gainline Financial Partners, LLC
DECREASED8,7138,926-213-2%$2.7M$2.5M-$226.9K2026-10-15
CGN Advisors LLC
DECREASED8,6998,772-73-1%$2.7M$2.5M-$184.4K2026-10-21
Moisand Fitzgerald Tamayo, LLC
DECREASED8,6989,034-336-4%$2.7M$2.5M-$263.7K2026-10-15
Capital City Trust Co
INCREASED8,6097,145+1,464+20%$2.2M$2.4M+$283.4K2026-10-22
Holos Integrated Wealth LLC
DECREASED8,5198,744-225-3%$2.6M$2.4M-$187.3K2026-10-23
Beaumont Financial Advisors, LLC
INCREASED8,4748,470+4+0%$2.6M$2.4M-$156.8K2026-10-22
Cypress Point Wealth Management, LLC
DECREASED8,4478,500-53-1%$2.6M$2.4M-$173.4K2026-11-03
Financial Planning Hawaii, Inc.
INCREASED8,4417,991+450+6%$2.4M$2.4M-$20.7K2026-10-13
Fortitude Family Office, LLC
UNCHANGED8,4188,41800%$2.6M$2.4M-$156.8K2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED8,3657,831+534+7%$2.4M$2.4M+$7.0K2026-10-14
Howland Capital Management LLC
INCREASED8,3637,456+907+12%$2.3M$2.4M+$118.5K2026-10-22
Thrive Capital Management, LLC
DECREASED8,3339,045-712-8%$2.7M$2.4M-$371.1K2026-10-28
Simplicity Wealth,LLC
INCREASED8,3155,315+3,000+56%$1.6M$2.4M+$754.5K2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED8,3137,924+389+5%$2.4M$2.4M-$37.0K2026-10-23
BCS Wealth Management
DECREASED8,3028,492-190-2%$2.6M$2.4M-$212.5K2026-11-03
Affinity Capital Advisors, LLC
DECREASED8,2748,341-67-1%$2.5M$2.4M-$121.0K2026-10-13
Moneco Advisors, LLC
DECREASED8,2628,457-195-2%$2.6M$2.4M-$212.9K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED8,2177,673+544+7%$2.3M$2.3M+$11.7K2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED8,1038,369-266-3%$2.5M$2.3M-$231.6K2026-10-27
NBH Bank
INCREASED8,0787,984+94+1%$2.4M$2.3M-$122.0K2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED8,0658,06500%$2.4M$2.3M-$150.2K2026-11-05
Morton Brown Family Wealth, LLC
DECREASED8,0628,099-370%$2.5M$2.3M-$161.4K2026-10-23
Gryphon Financial Partners LLC
INCREASED8,0397,898+141+2%$2.4M$2.3M-$106.9K2026-11-04
Essex Bank
UNCHANGED8,0398,03900%$2.4M$2.3M-$149.8K2026-10-16
GC Wealth Management RIA, LLC
INCREASED8,0247,971+53+1%$2.4M$2.3M-$133.4K2026-11-02
Aprio Wealth Management, LLC
DECREASED7,9148,029-115-1%$2.4M$2.3M-$182.4K2026-10-28
Canandaigua National Trust Co of Florida
NEW7,735—+7,735——$2.2M—2026-10-07
Hunter Associates Investment Management LLC
INCREASED7,7087,632+76+1%$2.3M$2.2K-$2.3M2026-10-26
Mccarter Private Wealth Services LLC
DECREASED7,7017,702-10%$2.3M$2.2M-$143.8K2026-10-22
Sowell Financial Services LLC
INCREASED7,6917,676+15+0%$2.3M$2.2M-$138.6K2026-10-23
Sawgrass Asset Management LLC
UNCHANGED7,6407,64000%$2.3M$2.2M-$142.3K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED7,6217,430+191+3%$2.3M$2.2M-$84.0K2026-10-08
Capital Squared Financial LLC
INCREASED7,5796,793+786+12%$2.1M$2.2M+$96.8K2026-10-30
Revolve Wealth Partners, LLC
DECREASED7,5527,945-393-5%$2.4M$2.1M-$259.8K2026-10-23
Ironwood Financial, llc
DECREASED7,5037,519-160%$2.2M$2.1M-$92.4K2026-10-20
PUREfi Wealth, LLC
INCREASED7,493775+6,718+867%$234.9K$2.1M+$1.9M2026-10-19
Market Street Wealth Management Advisors LLC
DECREASED7,4767,515-39-1%$2.3M$2.1M-$151.0K2026-10-09
Trust Co of Vermont
INCREASED7,4637,083+380+5%$2.1M$2.1M-$23.9K2026-10-21
Lake Street Private Wealth, LLC
INCREASED7,4507,219+231+3%$2.2M$2.1M-$68.9K2026-10-22
Pennsylvania Capital Management Inc
DECREASED7,4417,619-178-2%$2.3M$2.1M-$192.5K2026-11-05
Opulen Financial Group LLC
INCREASED7,3457,279+66+1%$2.2M$2.1M-$116.9K2026-10-22
JIM Saulnier & Associates, LLC
INCREASED7,3226,136+1,186+19%$1.9M$2.1M+$223.0K2026-11-04
Summit Investment Advisory Services, LLC
INCREASED7,2767,259+17+0%$2.2M$2.1M-$130.4K2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED7,2686,727+541+8%$2.0M$2.1M+$28.5K2026-10-19
United Financial Planning Group LLC
DECREASED7,2147,245-310%$2.2M$2.1M-$143.8K2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED7,1327,128+4+0%$2.2M$2.0M-$131.7K2026-11-03
Noble Wealth Management PBC
DECREASED7,1197,539-420-6%$2.3M$2.0M-$260.1K2026-10-01
Sovran Advisors, LLC
INCREASED7,0746,671+403+6%$2.0M$2.1M+$97.0K2026-11-02
Traveka Wealth, LLC
UNCHANGED7,0287,02800%$2.1M$2.0M-$130.9K2026-10-19
Westover Capital Advisors, LLC
INCREASED7,0106,201+809+13%$1.9M$2.0M+$114.6K2026-10-26
Sightline Wealth Advisors, LLC
INCREASED7,0106,909+101+1%$2.1M$2.0M-$100.0K2026-10-21
Collective Family Office LLC
INCREASED7,0086,967+41+1%$2.1M$2.0M-$118.1K2026-10-05
Advocate Group LLC
DECREASED6,9997,364-365-5%$2.2M$2.0M-$241.0K2026-10-19
Summit Global Investments
INCREASED6,9406,303+637+10%$1.9M$2.0K-$1.9M2026-10-28
Manuka Financial, LLC
DECREASED6,9127,105-193-3%$2.2M$2.0M-$172.9K2026-10-16
Aaron Wealth Advisors LLC
DECREASED6,8436,890-47-1%$2.1M$1.9M-$142.0K2026-10-13
O'Connor Financial Group LLC
DECREASED6,8147,014-200-3%$2.1M$1.9M-$187.5K2026-10-26
Secure Asset Management, LLC
INCREASED6,8006,315+485+8%$1.9M$1.9M+$20.2K2026-10-19
Clarity Capital Advisors, LLC
DECREASED6,7726,888-116-2%$2.1M$1.9M-$161.3K2026-10-27
Planning Strategies Inc.
INCREASED6,7675,930+837+14%$1.8M$1.9M+$127.7K2026-10-02
Retirement Guys Formula LLC
DECREASED6,7676,771-40%$2.0M$1.9M-$118.5K2026-10-26
Elevatus Welath Management
INCREASED6,7363,915+2,821+72%$1.2M$1.9M+$729.3K2026-10-19
21 West Wealth Management LLC
DECREASED6,7276,976-249-4%$2.1M$1.9M-$200.8K2026-10-13
Lord & Richards Wealth Management, LLC
DECREASED6,6918,098-1,407-17%$2.5M$1.9M-$550.9K2026-10-14
Traynor Capital Management, Inc.
INCREASED6,6646,413+251+4%$1.9M$1.9M-$47.9K2026-10-29
Bath Savings Trust Co
INCREASED6,6486,229+419+7%$1.9M$1.9M+$3.2K2026-10-07
Verus Capital Partners, LLC
DECREASED6,6476,658-110%$2.0M$1.9M-$127.0K2026-11-03
Maryland Capital Advisors Inc.
DECREASED6,6186,728-110-2%$2.0M$1.9M-$156.6K2026-10-15
Sachem Hill LLC
DECREASED6,5756,641-66-1%$2.0M$1.9M-$142.5K2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED6,5706,752-182-3%$2.0M$1.9M-$177.8K2026-10-15
Pines Wealth Management, LLC
INCREASED6,5576,184+373+6%$1.9M$1.9M-$9.0K2026-10-21
Park National Corp
DECREASED6,5537,166-613-9%$2.2M$1.9M-$307.9K2026-10-05
Lodestar Private Asset Management LLC
INCREASED6,5516,491+60+1%$2.0M$1.9M-$103.9K2026-10-26
Gray Private Wealth, LLC
DECREASED6,5246,535-110%$2.0M$1.9M-$124.9K2026-10-28
Cranbrook Wealth Management, LLC
DECREASED6,4876,986-499-7%$2.1M$1.8M-$272.1K2026-10-28
Lanark Financial, Inc.
DECREASED6,4616,497-36-1%$2.0M$1.8M-$131.3K2026-10-26
Fearless Solutions, LLC dba Best Invest
DECREASED6,4486,449-10%$2.0M$1.8M-$120.2K2026-10-14
USAdvisors Wealth Management, LLC
DECREASED6,3516,368-170%$1.9M$1.8K-$1.9M2026-10-21
HCR Wealth Advisors
DECREASED6,3226,331-90%$1.9M$1.8M-$120.5K2026-10-15
Embree Financial Group
DECREASED6,3026,337-35-1%$1.9M$1.8M-$127.8K2026-10-22
Lee Financial Co
INCREASED6,3016,290+11+0%$1.9M$1.8M-$114.1K2026-10-16
Life Planning Partners, Inc
DECREASED6,2876,829-542-8%$2.1M$1.8M-$281.4K2026-10-28
New Covenant Trust Company, N.A.
INCREASED6,2525,850+402+7%$1.8M$1.8M+$5.4K2026-10-08
Uptick Partners, LLC
INCREASED6,2245,822+402+7%$1.8M$1.8M+$5.7K2026-11-04
Jeppson Wealth Management, LLC
DECREASED6,1896,268-79-1%$1.9M$1.8M-$139.2K2026-10-20
Washburn Capital Management, Inc.
INCREASED6,1714,171+2,000+48%$1.3M$1.8M+$491.3K2026-10-19
Rockwood Wealth Management, LLC
INCREASED6,1706,049+121+2%$1.8M$1.8M-$78.4K2026-10-27
Wisconsin Wealth Advisors, LLC
DECREASED6,1616,419-258-4%$1.9M$1.8M-$192.9K2026-10-08
Quadrant Capital Group LLC
UNCHANGED6,1456,14500%$1.9M$1.8M-$91.9K2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED6,1336,194-61-1%$1.9M$1.7M-$132.7K2026-11-05
Compass Financial Group, Inc
DECREASED6,1276,273-146-2%$1.9M$1.7M-$158.4K2026-10-13
Downshift Financial, LLC
DECREASED6,1216,187-66-1%$1.9M$1.7M-$133.8K2026-10-13
Willow Creek Wealth Management Inc.
INCREASED6,1195,756+363+6%$1.7M$1.7M-$3.9K2026-10-26
High Net Worth Advisory Group LLC
INCREASED6,0865,991+95+2%$1.8M$1.7M-$84.8K2026-10-26
Studio Investment Management LLC
INCREASED6,0761,533+4,543+296%$464.7K$1.7M+$1.3M2026-10-22
Mustard Seed Financial, LLC
INCREASED6,0715,833+238+4%$1.8M$1.7M-$40.9K2026-10-30
Independence Bank of Kentucky
INCREASED6,0596,020+39+1%$1.8M$1.7M-$101.1K2026-10-26
Tranquility Partners, LLC
DECREASED6,0546,093-39-1%$1.8M$1.7M-$124.6K2026-10-20
Lionshead Wealth Management, LLC
INCREASED6,0255,597+428+8%$1.7M$1.7M+$17.7K2026-10-21
Stone Loft Wealth Management LLC
INCREASED6,0205,712+308+5%$1.7M$1.7M+$16.0K2026-11-03
Romano Brothers and Company
UNCHANGED5,9955,99500%$1.8M$1.7M-$111.7K2026-10-22
Marquette Asset Management, LLC
DECREASED5,9676,024-57-1%$1.8M$1.7M-$128.4K2026-10-09
Calder Financial LLC
DECREASED5,9556,057-102-2%$1.8M$1.7M-$141.6K2026-10-13
Kendall Capital Management
DECREASED5,9515,953-20%$1.8M$1.7M-$111.5K2026-10-23
Journey Advisory Group, LLC
INCREASED5,940859+5,081+592%$260.5K$1.7M+$1.4M2026-11-04
Greenleaf Trust
DECREASED5,8896,223-334-5%$1.9M$1.7M-$211.0K2026-10-29
Lavelle Capital LP
DECREASED5,8836,455-572-9%$2.0M$1.7M-$283.0K2026-11-03
Bell Investment Advisors, Inc
DECREASED5,8805,950-70-1%$1.8M$1.7M-$130.7K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED5,7725,244+528+10%$1.6M$1.6M+$57.3K2026-10-30
Facet Wealth, Inc.
INCREASED5,7454,184+1,561+37%$1.3M$1.6M+$366.1K2026-11-04
GuidedMoney, LLC
UNCHANGED5,7315,73100%$1.7M$1.6M-$106.8K2026-10-29
TME Financial, Inc.
INCREASED5,7265,443+283+5%$1.6M$1.6M-$20.7K2026-10-14
Tarbox Family Office, Inc.
UNCHANGED5,7175,71700%$1.7M$1.6M-$106.5K2026-10-23
Revisor Wealth Management LLC
DECREASED5,7126,657-945-14%$2.0M$1.6M-$393.3K2026-10-20
Cooper Financial Group
INCREASED5,7045,528+176+3%$1.7M$1.6M-$53.0K2026-10-07
Global Wealth Management Investment Advisory, Inc.
DECREASED5,7035,848-145-2%$1.8M$1.6M-$150.2K2026-11-04
TritonPoint Partners, LLC
DECREASED5,68613,325-7,639-57%$4.0M$1.6M-$2.4M2026-11-05
Everhart Financial Group, Inc.
INCREASED5,6325,559+73+1%$1.7M$1.6M-$82.8K2026-10-08
Verdence Capital Advisors LLC
INCREASED5,5955,308+287+5%$1.6M$1.6M-$17.2K2026-10-26
Private Trust Co NA
DECREASED5,5615,599-38-1%$1.7M$1.6M-$115.2K2026-10-20
Fulton Bank, N.A.
DECREASED5,5605,896-336-6%$1.8M$1.6M-$205.4K2026-10-14
Trinity Financial Advisors LLC
DECREASED5,5585,691-133-2%$1.7M$1.6M-$143.7K2026-10-09
Madden Securities Corp
DECREASED5,5355,763-228-4%$1.7M$1.6M-$172.2K2026-10-27
Pioneer Wealth Management Group
DECREASED5,5276,550-1,023-16%$2.0M$1.6M-$413.2K2026-10-09
180 Wealth Advisors, LLC
DECREASED5,5005,549-49-1%$1.7M$1.6M-$117.3K2026-11-03
Cornerstone Wealth Advisors, Inc.
INCREASED5,4985,496+2+0%$1.7M$1.6M-$101.8K2026-10-16
Delta Financial Advisors LLC
INCREASED5,4445,160+284+6%$1.6M$1.5M-$15.2K2026-10-27
LAM Group, Inc.
DECREASED5,4305,750-320-6%$1.7M$1.5M-$198.2K2026-10-26
Wingate Wealth Advisors, Inc.
DECREASED5,4255,451-260%$1.7M$1.5M-$109.0K2026-10-26
Defined Wealth Management, LLC
INCREASED5,3475,307+40+1%$1.6M$1.5M-$87.5K2026-10-19
Cidel Asset Management Inc
UNCHANGED5,3345,33400%$1.6M$1.5M-$99.4K2026-10-29
First Horizon Corp
DECREASED5,3285,667-339-6%$1.7M$1.5M-$202.0K2026-10-26
Spire Wealth Management
DECREASED5,2915,339-48-1%$1.6M$1.5M-$113.3K2026-10-30
Selby Wealth Management, LLC
DECREASED5,2795,300-210%$1.6M$1.5M-$104.9K2026-10-16
WealthTrust Asset Management, LLC
DECREASED5,2635,330-67-1%$1.6M$1.5M-$118.4K2026-10-22
Fiduciary Alliance LLC
DECREASED5,2515,471-220-4%$1.7M$1.5M-$164.7K2026-10-13
SteelPeak Wealth, LLC
DECREASED5,2405,854-614-10%$1.8M$1.5M-$283.8K2026-10-16
SigFig Wealth Management, LLC
DECREASED5,2265,702-476-8%$1.7M$1.5M-$231.3K2026-10-07
Beacon Advisors Holdings, LLC
INCREASED5,2195,206+13+0%$1.6M$1.5M-$93.1K2026-10-27
Flagship Wealth Advisors, LLC
DECREASED5,2145,237-230%$1.6M$1.5M-$104.1K2026-11-03
Innovative Wealth Building LLC
INCREASED5,2113,849+1,362+35%$1.2M$1.5M+$315.8K2026-10-14
Grove Street Fiduciary, LLC
UNCHANGED5,2105,21000%$1.6M$1.5M-$97.1K2026-10-13
Fidelis iM, LLC
UNCHANGED5,2005,20000%$1.6M$1.5M-$96.9K2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED5,1905,182+8+0%$1.6M$1.5M-$94.4K2026-10-16
Norris Perne & French LLP
INCREASED5,1745,137+37+1%$1.6M$1.5M-$85.2K2026-10-23
Bond & Devick Financial Network, Inc.
UNCHANGED5,1315,13100%$1.6M$1.5M-$95.6K2026-10-23
Guardsman Private Capital Management, Inc.
DECREASED5,1105,130-200%$1.6M$1.5M-$101.3K2026-10-19
Cohen Investment Advisors LLC
INCREASED5,0745,070+4+0%$1.5M$1.4M-$93.3K2026-10-20
First Business Financial Services, Inc.
UNCHANGED5,0705,07000%$1.5M$1.4M-$94.5K2026-10-29
SwitchPoint Financial Planning, LLC
UNCHANGED5,0415,04100%$1.5M$1.4M-$93.9K2026-11-02
Tred Avon Family Wealth, LLC
INCREASED5,0245,014+10+0%$1.5M$1.4M-$90.6K2026-10-20
Paulson Wealth Management Inc.
DECREASED5,0015,046-45-1%$1.5M$1.4M-$106.8K2026-11-02
WealthCare Investment Partners, LLC
INCREASED4,9932,737+2,256+82%$829.8K$1.4M+$590.6K2026-11-05
Asempa Wealth Advisors
DECREASED4,9885,216-228-4%$1.6M$1.4M-$151.8K2026-10-07
Nabity-Jensen Investment Management Inc
DECREASED4,9735,120-147-3%$1.6M$1.4M-$137.1K2026-10-23
Sunburst Financial Group, LLC
UNCHANGED4,9724,97200%$1.5M$1.4M-$92.6K2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED4,9494,617+332+7%$1.4M$1.4M+$8.4K2026-10-29
DBK Financial Counsel, LLC
DECREASED4,9315,033-102-2%$1.5M$1.4M-$122.8K2026-10-13
Burton Enright Welch
NEW4,926—+4,926——$1.4M—2026-11-04
Hourglass Capital, LLC
UNCHANGED4,9254,92500%$1.5M$1.4M-$91.8K2026-10-26
Capstone Wealth Management Group, LLC
DECREASED4,8834,891-80%$1.5M$1.2M-$240.8K2026-11-05
Sound Financial Strategies Group, LLC
INCREASED4,8794,710+169+4%$1.4M$1.4M-$39.7K2026-10-30
Lincoln Capital LLC
INCREASED4,8764,800+76+2%$1.5M$1.4M-$67.2K2026-10-09
Kennicott Capital Management LLC
UNCHANGED4,8594,85900%$1.5M$1.4M-$90.5K2026-10-16
Gibson Capital, LLC
DECREASED4,8275,156-329-6%$1.6M$1.4M-$189.7K2026-10-23
Vicus Capital
DECREASED4,8274,844-170%$1.5M$1.4M-$95.2K2026-11-05
Kroeger Financial Partners
DECREASED4,8254,943-118-2%$1.5M$1.4M-$125.7K2026-10-19
Hegarty Advisors, LLC
INCREASED4,8184,698+120+3%$1.4M$1.4M-$53.3K2026-10-20
Asset Dedication, LLC
INCREASED4,7574,475+282+6%$1.4M$1.4M-$3.2K2026-11-03
North Star Investment Management Corp.
DECREASED4,7414,901-160-3%$1.5M$1.3M-$136.8K2026-10-27
Vilga Financial Planning LLC
DECREASED4,7124,763-51-1%$1.4M$1.3M-$103.2K2026-10-09
Confluence Wealth Services, Inc.
INCREASED4,7064,450+256+6%$1.3M$1.3M-$10.0K2026-11-05
Dagco, Inc.
UNCHANGED4,6994,69900%$1.4M$1.3M-$87.5K2026-10-20
Carnegie Investment Counsel
INCREASED4,6884,335+353+8%$1.3M$1.3M+$19.7K2026-10-20
Heck Capital Advisors, LLC
INCREASED4,6803,686+994+27%$1.1M$1.3M+$214.3K2026-10-14
World Equity Group, Inc.
DECREASED4,6715,714-1,043-18%$1.7M$1.3M-$403.1K2026-10-14
Anchyra Partners LLC
DECREASED4,6375,137-500-10%$1.6M$1.3M-$237.9K2026-10-13
Upper Left Wealth Management, LLC
DECREASED4,6304,756-126-3%$1.4M$1.3M-$124.5K2026-10-14
First Interstate Bank
DECREASED4,6105,388-778-14%$1.6M$1.3M-$321.7K2026-10-23
GLR Partners, LLC
DECREASED4,6034,833-230-5%$1.5M$1.3M-$155.5K2026-11-04
Elm3 Financial Group, LLC
DECREASED4,5894,631-42-1%$1.4M$1.3M-$98.2K2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED4,5844,608-24-1%$1.4M$1.3M-$92.7K2026-11-04
Summa Corp.
UNCHANGED4,5774,57700%$1.4M$1.3M-$85.3K2026-10-30
Absolute Capital Management, LLC
INCREASED4,5693,881+688+18%$1.2M$1.3M+$123.4K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED4,5664,527+39+1%$1.4M$1.3M-$73.3K2026-10-27
Sunbeam Capital Management, LLC
INCREASED4,5494,537+12+0%$1.4M$1.3M-$81.2K2026-11-05
Beacon Financial Group
DECREASED4,5264,723-197-4%$1.4M$1.3M-$143.9K2026-10-19
Tabr Capital Management, LLC
INCREASED4,5124,398+114+3%$1.3M$1.3M-$49.4K2026-10-20
Hiley Hunt Wealth Management
DECREASED4,5084,692-184-4%$1.4M$1.3M-$139.8K2026-10-08
Greenspring Advisors, LLC
INCREASED4,4822,241+2,241+100%$679.4K$1.3M+$595.9K2026-11-05
Landmark Wealth Management, LLC
INCREASED4,4614,455+6+0%$1.4M$1.3M-$81.3K2026-11-03
Post Resch Tallon Group Inc.
INCREASED4,4424,276+166+4%$1.3M$1.3M-$32.6K2026-10-09
Nations Financial Group Inc,
DECREASED4,4204,690-270-6%$1.4M$1.3M-$164.2K2026-11-05
Balboa Wealth Partners
INCREASED4,4174,260+157+4%$1.3M$1.3M-$34.6K2026-10-20
SC&H Financial Advisors, Inc.
DECREASED4,4094,816-407-8%$1.5M$1.3M-$205.5K2026-10-14
Quadrant Private Wealth Management, LLC
NEW4,376—+4,376——$1.2M—2026-11-04
Copeland Capital Management, LLC
NEW4,375—+4,375——$1.2M—2026-10-13
Freedom Financial Partners LLC
INCREASED4,3674,354+13+0%$1.3M$1.2M-$77.2K2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED4,3454,34500%$1.3K$1.2K-$812026-10-13
Entrust Financial LLC
INCREASED4,3394,068+271+7%$1.2M$1.2M+$1.2K2026-11-04
Cornerstone Wealth Group, LLC
DECREASED4,3004,570-270-6%$1.4M$1.2M-$162.2K2026-11-02
Richardson Financial Services Inc.
DECREASED4,2534,617-364-8%$1.4M$1.2M-$189.6K2026-10-30
Biltmore Family Office, LLC
INCREASED4,2484,226+22+1%$1.3M$1.2M-$72.5K2026-11-03
Trust Co of Toledo NA
DECREASED4,2404,262-22-1%$1.3M$1.2M-$85.7K2026-10-16
Atlas Brown,Inc.
INCREASED4,2073,340+867+26%$1.0M$1.2M+$184.4K2026-10-09
Kuhn & Co Investment Counsel
INCREASED4,1934,096+97+2%$1.2M$1.2M-$48.7K2026-10-29
CPA Asset Management Group, LLC
UNCHANGED4,1174,11700%$1.2M$1.2M-$76.7K2026-10-26
Luminvest Wealth Management LLC
DECREASED4,1154,676-561-12%$1.4M$1.2M-$246.7K2026-10-14
Armbruster Capital Management, Inc.
DECREASED4,1044,134-30-1%$1.3M$1.2M-$85.6K2026-10-19
Laurel Wealth Planning LLC
UNCHANGED4,0854,08500%$1.2M$1.2M-$76.1K2026-11-02
GEM Asset Management, LLC
INCREASED4,0803,853+227+6%$1.2M$1.2M-$7.2K2026-10-13
Naples Global Advisors, LLC
INCREASED4,0714,042+29+1%$1.2M$1.2M-$67.1K2026-11-05
Probity Advisors, Inc.
DECREASED4,0644,096-32-1%$1.2M$1.2M-$85.3K2026-10-23
Donalies Financial Planning, LLC
INCREASED4,0444,034+10+0%$1.2M$1.2M-$72.4K2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED4,0144,010+4+0%$1.2M$1.1M-$73.7K2026-10-23
Ascentis Independent Advisors
NEW4,006—+4,006——$1.1M—2026-11-03
Sound Income Strategies, LLC
INCREASED3,9993,257+742+23%$987.2K$1.2M+$162.9K2026-10-09
FC Advisory LLC
INCREASED3,9833,950+33+1%$1.2M$1.1M-$64.1K2026-10-05
Tompkins Financial Corp
DECREASED3,9654,155-190-5%$1.3M$1.1M-$131.5K2026-10-05
Fort Washington Investment Advisors Inc
INCREASED3,9463,901+45+1%$1.2M$1.1M-$60.1K2026-10-15
LEE Danner & Bass Inc
UNCHANGED3,9413,94100%$1.2M$1.1M-$73.4K2026-10-27
Piedmont Capital Management, LLC
UNCHANGED3,9003,90000%$1.2M$1.1M-$72.7K2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED3,8753,87500%$1.0M$988.5K-$58.0K2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED3,8743,87400%$1.2M$1.1M-$72.2K2026-11-03
Outbound Financial Inc
UNCHANGED3,8693,86900%$1.2M$1.1M-$72.1K2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED3,8545,654-1,800-32%$1.7M$1.1M-$617.4K2026-11-05
Valpey Financial Services, LLC
INCREASED3,8323,690+142+4%$1.1M$1.1M-$28.3K2026-10-30
Regatta Capital Group, LLC
UNCHANGED3,8113,81100%$1.2M$1.1M-$71.0K2026-10-23
L.K. Benson & Company, P.C.
DECREASED3,7524,164-412-10%$1.3M$1.1M-$195.0K2026-10-23
North Capital, Inc.
INCREASED3,7513,740+11+0%$1.1M$1.1M-$52.8K2026-10-16
Coastline Trust Co
DECREASED3,7474,335-588-14%$1.3M$1.1M-$248.0K2026-10-01
TFC Financial Management, Inc.
INCREASED3,7463,710+36+1%$1.1M$1.1M-$59.0K2026-10-26
Harbor Group, Inc.
DECREASED3,6264,237-611-14%$1.3M$1.0M-$252.7K2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,6143,61400%$1.1M$1.0M-$67.3K2026-10-27
Nestegg Advisors, Inc.
INCREASED3,5983,204+394+12%$971.1K$1.0M+$52.6K2026-10-21
D'Orazio & Associates, Inc.
INCREASED3,5953,594+1+0%$1.1M$1.0M-$66.9K2026-11-04
Gamma Investing LLC
UNCHANGED3,5843,58400%$1.1M$1.0M-$66.8K2026-10-08
BXM Wealth LLC
INCREASED3,5833,416+167+5%$1.0M$1.0M-$16.0K2026-11-03
New Wave Wealth Advisors LLC
DECREASED3,5723,668-96-3%$1.1M$1.0M-$82.5K2026-10-19
Ballast Financial Advisors LLC
INCREASED3,5713,359+212+6%$1.0M$1.0M-$2.3K2026-10-26
Cabot-Wellington, LLC
DECREASED3,5655,360-1,795-33%$1.6M$1.0M-$610.3K2026-11-02
Shayne & Jacobs, LLC
UNCHANGED3,5563,55600%$1.1M$1.0M-$66.2K2026-10-21
Diversified Portfolios, Inc.
DECREASED3,5443,560-160%$1.1M$1.0M-$70.9K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED3,5323,541-90%$1.1M$1.0M-$68.5K2026-10-21
Stockman Wealth Management, Inc.
DECREASED3,5243,719-195-5%$1.1M$1.0M-$124.8K2026-10-27
Sidoxia Capital Management, LLC
INCREASED3,5103,385+125+4%$1.0M$998.6K-$27.5K2026-10-28
Quadcap Wealth Management, LLC
DECREASED3,5103,534-24-1%$1.1M$998.6K-$72.5K2026-11-02
Droms Strauss Advisors Inc
DECREASED3,5063,576-70-2%$1.1M$997.3K-$86.6K2026-11-03
Golden State Wealth Management, LLC
INCREASED3,4913,229+262+8%$979.0K$993.3K+$14.3K2026-11-02
Ballast Rock Private Wealth LLC
INCREASED3,4903,407+83+2%$1.0M$992.8K-$39.9K2026-10-26
Vigilare Wealth Management
INCREASED3,4892,804+685+24%$850.1K$992.7K+$142.6K2026-10-29
Winthrop Capital Management, LLC
DECREASED3,4783,513-35-1%$1.1M$989.5K-$75.5K2026-11-05
Eagle Bluffs Wealth Management LLC
DECREASED3,4683,498-30-1%$1.1M$986.6K-$73.7K2026-10-20
Oakworth Capital, Inc.
DECREASED3,4673,482-150%$1.1M$986.3K-$68.4K2026-10-26
Heritage Wealth Management, Inc.
DECREASED3,4663,533-67-2%$1.1M$986.0K-$84.9K2026-10-28
Nicholas Wealth, Llc.
INCREASED3,4462,835+611+22%$859.2K$980.4K+$121.2K2026-10-26
Duncker Streett & Co Inc
DECREASED3,4367,195-3,759-52%$2.2M$977.6K-$1.2M2026-10-27
First Community Trust NA
INCREASED3,4342,835+599+21%$859.3K$976.9K+$117.6K2026-10-07
Segment Wealth Management, LLC
UNCHANGED3,4313,43100%$1.0M$976.2K-$63.9K2026-10-26
KFG LLC
NEW3,425—+3,425——$974.4K—2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED3,4203,42000%$1.0M$972.9K-$63.7K2026-10-15
71 West Capital Partners
DECREASED3,4114,140-729-18%$1.3M$970.4K-$284.5K2026-11-04
Lyell Wealth Management, LP
INCREASED3,4082,408+1,000+42%$729.9K$969.5K+$239.6K2026-10-30
Pearl Planning LLC
DECREASED3,4073,445-38-1%$1.0M$969.3K-$75.0K2026-10-13
FSM Wealth Advisors, LLC
INCREASED3,4062,309+1,097+48%$699.9K$979.8K+$279.9K2026-10-27
Pecaut & Co.
INCREASED3,4003,367+33+1%$1.0M$967.2K-$53.3K2026-10-27
Trust Point Inc.
DECREASED3,3543,378-24-1%$1.0M$954.2K-$69.8K2026-10-27
Hill Island Financial LLC
DECREASED3,3453,347-20%$1.0M$951.7K-$62.9K2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED3,3453,34500%$1.0M$951.6K-$62.3K2026-10-30
Prospera Capital Management, LLC
INCREASED3,3372,794+543+19%$842.9K$949.3K+$106.4K2026-10-19
Certuity, LLC
INCREASED3,3242,897+427+15%$878.2K$945.7K+$67.6K2026-11-02
Hughes Financial Services, LLC
DECREASED3,3133,349-36-1%$1.0M$976.4K-$38.8K2026-10-30
Arista Wealth Management, LLC
UNCHANGED3,2983,29800%$999.7K$938.2K-$61.4K2026-10-29
Strategic Equity Management
DECREASED3,27910,745-7,466-69%$3.3M$932.9K-$2.3M2026-11-04
Bangor Savings Bank
INCREASED3,2793,129+150+5%$948.5K$932.8K-$15.6K2026-10-06
KPP Advisory Services LLC
INCREASED3,2651,478+1,787+121%$447.9K$928.8K+$480.9K2026-10-26
Rockland Trust Co
INCREASED3,2622,893+369+13%$876.9K$928.0K+$51.1K2026-10-05
Dala Group, LLC
DECREASED3,2623,304-42-1%$1.0M$928.1K-$73.4K2026-10-29
Essex LLC
DECREASED3,2533,405-152-4%$1.0M$925.3K-$106.9K2026-10-14
Autumn Glory Partners, LLC
DECREASED3,2415,386-2,145-40%$1.6M$922.0K-$710.6K2026-10-26
Affiance Financial, LLC
INCREASED3,2213,220+1+0%$976.3K$916.6K-$59.7K2026-10-15
Verus Financial Partners, Inc.
INCREASED3,2133,158+55+2%$957.1K$914.0K-$43.2K2026-10-29
Abacus Wealth Partners, LLC
UNCHANGED3,1993,19900%$969.7K$910.1K-$59.6K2026-11-03
Strid Group, LLC
INCREASED3,1982,053+1,145+56%$622.2K$909.9K+$287.7K2026-10-28
Moss Adams Wealth Advisors LLC
UNCHANGED3,1963,19600%$968.8K$909.2K-$59.5K2026-10-28
Tctc Holdings, LLC
UNCHANGED3,1733,17300%$961.8K$902.7K-$59.1K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED3,1693,16900%$960.6K$901.5K-$59.0K2026-10-20
Ascent Group, LLC
DECREASED3,1675,261-2,094-40%$1.6M$901.0K-$693.9K2026-10-30
Smith Salley Wealth Management
INCREASED3,161898+2,263+252%$272.2K$899.3K+$627.1K2026-11-03
Lpwm LLC
INCREASED3,1482,982+166+6%$903.9K$895.6K-$8.3K2026-10-20
Harbor Investment Advisory, LLC
INCREASED3,1472,862+285+10%$867.5K$895.3K+$27.8K2026-10-13
Searle & Co.
UNCHANGED3,1463,14600%$953.6K$895.0K-$58.6K2026-11-04
Community Trust & Investment Co
DECREASED3,1153,235-120-4%$980.6K$886.2K-$94.4K2026-10-15
Outlook Wealth Advisors, LLC
INCREASED3,0982,765+333+12%$838.1K$881.4K+$43.2K2026-10-28
Anderson Hoagland & Co
DECREASED3,0776,695-3,618-54%$2.0M$888.3K-$1.1M2026-10-23
Arcadia Investment Advisors LLC
DECREASED3,06925,635-22,566-88%$7.8M$873.1K-$6.9M2026-10-13
Howard Financial Services, Ltd.
INCREASED3,0683,067+1+0%$929.7K$872.7K-$57.0K2026-10-15
Vista Investment Partners II, LLC
DECREASED3,0623,544-482-14%$1.1M$871.1K-$203.1K2026-10-15
Elyxium Wealth, LLC
UNCHANGED3,0613,06100%$927.8K$870.8K-$57.0K2026-10-27
J2 Capital Management Inc
INCREASED3,0462,944+102+3%$892.4K$866.5K-$25.9K2026-10-19
Jacobi Capital Management LLC
INCREASED3,0262,446+580+24%$741.6K$860.7K+$119.2K2026-11-05
Kachkovsky & Fisher, Inc.
DECREASED3,0253,155-130-4%$956.3K$860.4K-$95.9K2026-10-21
Carroll Advisory Group, LLC
DECREASED3,0223,039-17-1%$921.3K$859.6K-$61.7K2026-10-16
Clark Wealth Partners
UNCHANGED2,9922,99200%$906.9K$851.2K-$55.7K2026-10-19
Diversified Management Inc
INCREASED2,9752,971+4+0%$900.7K$846.3K-$54.4K2026-10-08
Bryn Mawr Trust Advisors, LLC
INCREASED2,9662,808+158+6%$851.2K$843.9K-$7.4K2026-11-04
Southland Equity Partners LLC
DECREASED2,9513,021-70-2%$915.6K$839.5K-$76.1K2026-10-14
Summit Wealth Group LLC / Co
INCREASED2,9502,751+199+7%$834.0K$839.2K+$5.2K2026-10-29
Adirondack Trust Co
INCREASED2,9462,811+135+5%$852.0K$838.0K-$14.0K2026-10-14
Human Investing LLC
DECREASED2,9343,019-85-3%$915.0K$834.6K-$80.4K2026-10-19
Fairscale Capital, LLC
UNCHANGED2,9232,92300%$886.0K$847.8K-$38.2K2026-11-04
XY Planning Network, Inc.
INCREASED2,9191,686+1,233+73%$511.1K$830.4K+$319.4K2026-10-14
First National Trust Co
INCREASED2,9112,747+164+6%$832.7K$828.2K-$4.5K2026-10-28
Clayton Financial Group LLC
INCREASED2,9012,823+78+3%$855.7K$825.4K-$30.2K2026-10-13
Midland Wealth Advisors, LLC
INCREASED2,8882,626+262+10%$796.0K$821.6K+$25.6K2026-10-26
FWG Investments, Llc.
INCREASED2,8852,367+518+22%$717.5K$820.9K+$103.4K2026-11-03
Solstein Capital, LLC
INCREASED2,8762,868+8+0%$869.3K$818.2K-$51.1K2026-11-02
Parcion Private Wealth LLC
UNCHANGED2,8622,86200%$867.5K$814.2K-$53.3K2026-10-28
Marathon Strategic Advisors, LLC
DECREASED2,8593,024-165-5%$916.6K$813.4K-$103.3K2026-10-20
Advocate Investing Services LLC
DECREASED2,8573,234-377-12%$980.4K$812.7K-$167.7K2026-10-26
Ashton Thomas Securities, LLC
INCREASED2,8182,752+66+2%$834.8K$801.8K-$33.0K2026-10-26
Cooper S Advisors, LLC
UNCHANGED2,8052,80500%$850.2K$798.1K-$52.1K2026-11-03
Monetary Solutions, Ltd
INCREASED2,8031,090+1,713+157%$330.5K$797.3K+$466.8K2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED2,7852,376+409+17%$720.4K$792.5K+$72.1K2026-10-29
Atwater Malick LLC
DECREASED2,7752,792-17-1%$846.3K$789.5K-$56.9K2026-10-15
Cdkv Holdings LLC
INCREASED2,7712,576+195+8%$780.8K$788.3K+$7.5K2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED2,7582,323+435+19%$704.0K$784.7K+$80.6K2026-10-15
Transcendent Capital Group LLC
INCREASED2,7512,490+261+10%$754.7K$782.6K+$27.9K2026-10-28
McGuire Investment Group, LLC
INCREASED2,7252,710+15+1%$821.5K$775.2K-$46.2K2026-10-23
Sara-Bay Financial
INCREASED2,7242,612+112+4%$791.8K$775.0K-$16.8K2026-10-21
Silver Grove Financial Group, Inc.
DECREASED2,7203,206-486-15%$971.9K$773.7K-$198.2K2026-11-05
Eagle Strategies LLC
INCREASED2,7182,597+121+5%$787.2K$773.4K-$13.8K2026-10-16
MBL Wealth, LLC
UNCHANGED2,7002,70000%$818.4K$768.1K-$50.3K2026-10-22
Pinnacle Bancorp, Inc.
INCREASED2,6922,672+20+1%$809.9K$765.8K-$44.1K2026-10-21
Seek First Inc.
INCREASED2,6872,679+8+0%$812.2K$764.5K-$47.7K2026-10-27
Cape Investment Advisory, Inc.
DECREASED2,6832,684-10%$813.4K$763.2K-$50.3K2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED2,6522,650+2+0%$803.4K$754.3K-$49.1K2026-11-02
Websterrogers Financial Advisors, LLC
UNCHANGED2,6422,64200%$801.1K$751.8K-$49.3K2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED2,6362,63600%$799.0K$749.9K-$49.1K2026-10-16
Allodium Investment Consultants, LLC
DECREASED2,6312,882-251-9%$873.5K$748.4K-$125.0K2026-10-14
Camden National Bank
INCREASED2,6252,621+4+0%$794.5K$746.8K-$47.7K2026-11-02
Occidental Asset Management, LLC
NEW2,605—+2,605——$741.1K—2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED2,6032,563+40+2%$776.9K$740.5K-$36.4K2026-10-16
Tactive Advisors, LLC
DECREASED2,6003,263-663-20%$989.0K$739.7K-$249.3K2026-10-08
Grandfield & Dodd, LLC
UNCHANGED2,5992,59900%$787.9K$739.5K-$48.4K2026-10-29
Heritage Investment Group, Inc.
UNCHANGED2,5702,57000%$779.0K$731.1K-$47.9K2026-11-03
Novem Group
DECREASED2,5682,776-208-7%$841.6K$730.5K-$111.0K2026-10-19
Flywheel Private Wealth LLC
DECREASED2,5622,571-90%$779.5K$728.8K-$50.8K2026-11-02
Platform Technology Partners
INCREASED2,5602,430+130+5%$736.5K$728.2K-$8.3K2026-11-02
Rodgers & Associates, LTD
UNCHANGED2,5262,52600%$765.8K$718.7K-$47.1K2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED2,5172,530-13-1%$766.9K$715.9K-$51.0K2026-11-04
Northbridge Financial Group, LLC
UNCHANGED2,5132,51300%$761.7K$731.5K-$30.2K2026-11-05
Churchill Financial Advisors, LLC
INCREASED2,4992,475+24+1%$750.2K$710.9K-$39.3K2026-10-20
GK Wealth Management LLC
DECREASED2,4974,031-1,534-38%$1.2M$710.6K-$511.2K2026-10-09
Glaxis Capital Management, LLC
UNCHANGED2,4972,49700%$756.9K$710.4K-$46.5K2026-11-02
TPG Advisors LLC
INCREASED2,4742,453+21+1%$743.6K$703.9K-$39.7K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED2,4572,423+34+1%$734.6K$698.9K-$35.7K2026-10-20
Hibernia Wealth Partners, LLC
INCREASED2,4452,442+3+0%$740.1K$695.6K-$44.4K2026-10-29
Prosperitas Financial LLC
INCREASED2,4411,992+449+23%$603.9K$694.3K+$90.4K2026-10-28
FF Advisors,LLC
INCREASED2,4402,284+156+7%$692.3K$694.2K+$1.8K2026-10-21
Triumph Capital Management
INCREASED2,4192,408+11+0%$730.0K$688.1K-$41.9K2026-10-14
1900 Wealth Management LLC
INCREASED2,4102,360+50+2%$715.4K$685.6K-$29.7K2026-10-13
Crescent Grove Advisors, LLC
INCREASED2,4082,352+56+2%$712.9K$685.1K-$27.9K2026-10-21
Denver PWM, LLC
INCREASED2,4042,403+1+0%$743.3K$684.0K-$59.3K2026-10-22
Sepio Capital, LP
DECREASED2,3942,411-17-1%$730.7K$681.2K-$49.5K2026-10-22
Amplius Wealth Advisors, LLC
INCREASED2,3872,384+3+0%$722.6K$679.1K-$43.6K2026-10-20
Waystone Advisors LLC
UNCHANGED2,3762,37600%$720.2K$720.2K$02026-10-16
Redwood Family Wealth LLC
INCREASED2,3722,364+8+0%$716.6K$674.7K-$41.9K2026-10-20
Brown, Lisle Ings, Inc.
INCREASED2,3702,309+61+3%$700.0K$674.2K-$25.8K2026-10-16
Mascagni Wealth Management, Inc.
DECREASED2,3692,468-99-4%$748.2K$674.1K-$74.1K2026-10-23
Bank of New Hampshire
DECREASED2,3682,400-32-1%$727.5K$673.7K-$53.8K2026-10-06
Intergy Private Wealth, LLC
INCREASED2,3602,242+118+5%$679.5K$671.4K-$8.1K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED2,3602,247+113+5%$681.3K$671.4K-$9.9K2026-10-26
Mann Financial Group, Inc.
NEW2,359—+2,359——$671.1K—2026-10-15
Nilsine Partners, LLC
DECREASED2,3563,054-698-23%$925.7K$670.2K-$255.5K2026-11-02
Allen Capital Group, LLC
INCREASED2,3462,218+128+6%$672.3K$667.4K-$4.9K2026-10-27
Old Second National Bank of Aurora
UNCHANGED2,3252,32500%$704.8K$661.4K-$43.3K2026-10-22
CFS Investment Advisory Services, LLC
DECREASED2,3202,357-37-2%$707.9K$675.3K-$32.6K2026-10-19
Optima Capital LLC
DECREASED2,3142,344-30-1%$710.5K$658.3K-$52.2K2026-10-29
Rede Wealth, LLC
INCREASED2,3122,056+256+12%$623.2K$657.7K+$34.5K2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED2,3122,31200%$700.8K$657.3K-$43.5K2026-10-22
Powerhouse Assets LLC
UNCHANGED2,3042,30400%$698.3K$655.4K-$42.8K2026-10-19
CPC Advisors, LLC
INCREASED2,2841,022+1,262+123%$309.8K$649.8K+$340.0K2026-10-21
Integrated Wealth Management
DECREASED2,2832,316-33-1%$701.9K$649.5K-$52.4K2026-10-19
Founders Financial Securities LLC
INCREASED2,2811,738+543+31%$526.9K$648.9K+$122.1K2026-10-28
Fiduciary Financial Group, LLC
DECREASED2,2752,826-551-19%$856.6K$647.3K-$209.4K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED2,2742,005+269+13%$607.9K$647.0K+$39.1K2026-10-29
Milestone Investment Advisors LLC
DECREASED2,2712,278-70%$690.5K$646.1K-$44.4K2026-11-05
NTV Asset Management LLC
UNCHANGED2,2682,26800%$687.5K$645.2K-$42.3K2026-10-23
City Holding Co
DECREASED2,2662,280-14-1%$691.1K$644.6K-$46.5K2026-10-19
Independent Wealth Network Inc.
INCREASED2,2592,094+165+8%$634.8K$642.7K+$7.8K2026-10-19
KCM Investment Advisors LLC
INCREASED2,2582,185+73+3%$662.3K$642.3K-$19.9K2026-10-27
Advisortrust Partners, LLC
UNCHANGED2,2552,25500%$683.5K$641.5K-$42.0K2026-11-02
Gen-Wealth Partners Inc
UNCHANGED2,2532,25300%$682.9K$641.0K-$42.0K2026-11-04
NWF Advisory Services Inc.
DECREASED2,2512,383-132-6%$722.1K$640.3K-$81.8K2026-10-19
Harmony Asset Management LLC
DECREASED2,2414,959-2,718-55%$1.5M$637.6K-$865.6K2026-10-20
Angeles Wealth Management, LLC
DECREASED2,2352,448-213-9%$742.0K$635.9K-$106.1K2026-10-26
Penobscot Wealth Management
DECREASED2,2342,247-13-1%$681.2K$635.6K-$45.7K2026-10-21
Tenzing Financial LLC
UNCHANGED2,2172,21700%$668.8K$630.6K-$38.2K2026-11-03
Cadent Capital Advisors, LLC
DECREASED2,2126,711-4,499-67%$2.0M$629.4K-$1.4M2026-10-09
First Security Investment Management, Inc.
DECREASED2,1932,360-167-7%$715.5K$623.8K-$91.7K2026-11-05
Carret Asset Management, LLC
INCREASED2,1932,191+2+0%$664.2K$623.8K-$40.4K2026-11-04
Finward Bancorp
UNCHANGED2,1912,19100%$664.1K$623.3K-$40.8K2026-10-14
Caldwell Trust Co
DECREASED2,1843,484-1,300-37%$1.1M$621.3K-$434.7K2026-10-30
First County Bank
DECREASED2,1822,258-76-3%$684.4K$620.8K-$63.7K2026-10-13
KRM Wealth Management L.L.C.
DECREASED2,1712,206-35-2%$668.5K$617.5K-$51.0K2026-11-02
Unified Investment Management
UNCHANGED2,1652,16500%$656.3K$615.9K-$40.3K2026-10-14
Bison Wealth, LLC
DECREASED2,1592,231-72-3%$673.0K$622.2K-$50.8K2026-10-13
Accel Wealth Management
INCREASED2,1552,121+34+2%$643.0K$613.1K-$29.9K2026-10-13
Covenant Asset Management, LLC
INCREASED2,1492,137+12+1%$647.8K$611.4K-$36.4K2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED2,1412,206-65-3%$668.8K$609.2K-$59.6K2026-11-02
Meridian Financial Partners LLC
UNCHANGED2,1342,13400%$633.8K$614.5K-$19.3K2026-10-23
Obermeyer Wealth Partners
UNCHANGED2,1262,12600%$644.4K$604.8K-$39.6K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED2,1252,195-70-3%$665.3K$604.5K-$60.8K2026-10-28
BAR Harbor Wealth Management
INCREASED2,1232,073+50+2%$628.4K$604.0K-$24.4K2026-10-21
Chapin Davis, Inc.
INCREASED2,1132,112+1+0%$640.2K$601.1K-$39.1K2026-10-09
Appleton Partners Inc
DECREASED2,1102,125-15-1%$644.0K$600-$643.4K2026-10-30
Jm2 Capital Inc.
UNCHANGED2,0962,09600%$635.3K$596.3K-$39.0K2026-10-14
My Personal CFO, LLC
INCREASED2,0932,091+2+0%$633.9K$595.5K-$38.4K2026-10-14
Principal Financial Group Inc
DECREASED2,0662,229-163-7%$675.7K$587.8K-$87.9K2026-11-02
Moneywise, Inc.
DECREASED2,0659,197-7,132-78%$2.8M$587.5K-$2.2M2026-10-30
IMG Wealth Management, Inc.
DECREASED2,0592,066-70%$626.2K$585.8K-$40.5K2026-10-27
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,0552,061-60%$624.7K$584.6K-$40.1K2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED2,0552,050+5+0%$621.3K$584.6K-$36.7K2026-10-20
Kestra Investment Management, LLC
DECREASED2,0472,454-407-17%$743.9K$582.4K-$161.5K2026-11-04
Linscomb Wealth, Inc.
DECREASED2,0442,046-20%$620.2K$581.5K-$38.7K2026-11-05
LifeGuide Financial Advisors, LLC
INCREASED2,0421,646+396+24%$498.9K$580.9K+$81.9K2026-10-20
Stanley-Laman Group, Ltd.
UNCHANGED2,0362,03600%$617.2K$579.2K-$37.9K2026-10-20
Wealth Management Nebraska
INCREASED2,0322,008+24+1%$608.7K$578.1K-$30.6K2026-10-26
Ullmann Wealth Partners Group, LLC
UNCHANGED2,0312,03100%$615.5K$577.7K-$37.8K2026-11-02
Wiregrass Investment Management LLC
INCREASED2,0302,029+1+0%$615.1K$577.6K-$37.6K2026-11-05
Cordgrass Capital Advisors, LLC
DECREASED2,0283,825-1,797-47%$1.2M$577.0K-$582.5K2026-10-30
International Assets Investment Management, LLC
INCREASED2,0131,852+161+9%$558.2K$576.9K+$18.6K2026-11-02
Key FInancial Inc
INCREASED2,0101,972+38+2%$597.7K$571.8K-$25.9K2026-11-02
Melone Private Wealth, LLC
INCREASED1,9911,979+12+1%$600.0K$566.5K-$33.5K2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED1,9891,948+41+2%$590.5K$565.7K-$24.8K2026-10-16
Peirce Capital Management, LLC
INCREASED1,9841,978+6+0%$599.5K$564.3K-$35.2K2026-10-19
TrustWell Financial Advisors, LLC
UNCHANGED1,9801,98000%$600.2K$563.3K-$36.9K2026-10-15
Family CFO Inc
UNCHANGED1,9781,97800%$599.6K$562.7K-$36.9K2026-10-30
Shepherd Financial Partners LLC
DECREASED1,9772,060-83-4%$624.4K$562.4K-$62.0K2026-11-03
MCF Advisors LLC
DECREASED1,9681,974-60%$598.3K$559.8K-$38.5K2026-10-28
United Advisor Group, LLC
DECREASED1,9671,991-24-1%$603.5K$559.6K-$43.9K2026-11-03
Busey Bank
INCREASED1,9651,930+35+2%$585.0K$559.0K-$26.0K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED1,9651,964+1+0%$595$559-$362026-10-27
Gibbs Wealth Management
INCREASED1,950957+993+104%$290.1K$554.5K+$264.5K2026-10-22
Physician Wealth Advisors, Inc.
DECREASED1,9491,960-11-1%$594.1K$554.5K-$39.6K2026-10-20
Thompson Davis & Co., Inc.
DECREASED1,9452,607-662-25%$790.2K$553.3K-$236.9K2026-11-05
Polaris Financial Partners
NEW1,932—+1,932——$553—2026-10-02
55 North Private Wealth, LLC
DECREASED1,9311,934-30%$586.2K$549.4K-$36.8K2026-10-20
King Luther Capital Management Corp
UNCHANGED1,9291,92900%$584.7K$548.8K-$35.9K2026-11-05
Lodestone Wealth Management LLC
INCREASED1,9161,914+2+0%$580.3K$545.1K-$35.2K2026-10-14
Elevation Wealth Partners, LLC
DECREASED1,9111,945-34-2%$589.5K$543.6K-$45.9K2026-10-07
Insight Advisors, LLC/ PA
DECREASED1,9062,014-108-5%$610.5K$542.4K-$68.1K2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED1,9051,401+504+36%$167.3K$538-$166.7K2026-11-04
Uncommon Cents Investing Inc
UNCHANGED1,8941,89400%$574.1K$538.8K-$35.3K2026-10-20
Symphony Financial, Ltd. Co.
DECREASED1,8741,908-34-2%$578.3K$533.2K-$45.1K2026-10-22
Power Wealth Management LLC
NEW1,871—+1,871——$532.3K—2026-10-27
Main Street Group, LTD
DECREASED1,8682,015-147-7%$610.8K$531.5K-$79.3K2026-10-28
Stevens Capital Partners
DECREASED1,8672,316-449-19%$702.1K$531.2K-$170.9K2026-10-29
Penobscot Investment Management Company, Inc.
UNCHANGED1,8651,86500%$565.4K$530.6K-$34.7K2026-10-26
Cypress Financial Planning LLC
DECREASED1,8611,863-20%$564.7K$529.4K-$35.3K2026-10-09
TMB Capital Partners, LLC
INCREASED1,8601,541+319+21%$467.1K$529.2K+$62.0K2026-10-20
Eastern Bank
DECREASED1,8512,509-658-26%$760.5K$526.6K-$233.9K2026-10-05
Partners Wealth Management, LLC
INCREASED1,8491,172+677+58%$355.4K$525.9K+$170.5K2026-10-28
Vision Capital Management, Inc.
UNCHANGED1,8471,84700%$559.9K$525.5K-$34.4K2026-10-20
Kaizen Financial Strategies
INCREASED1,8391,834+5+0%$552.9K$523.2K-$29.7K2026-10-09
NBT Bank, N.A.
DECREASED1,8101,816-60%$550.5K$514.9K-$35.5K2026-10-21
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,8061,80600%$547.4K$513.8K-$33.6K2026-10-30
Means Investment Co., Inc.
INCREASED1,8041,800+4+0%$545.6K$513.2K-$32.4K2026-11-03
Archer Investment Corp
INCREASED1,8011,800+1+0%$545.5K$512.3K-$33.2K2026-11-05
Brown Miller Wealth Management, LLC
UNCHANGED1,8001,80000%$545.6K$512.1K-$33.5K2026-11-02
American Financial & TAX Strategies Inc
UNCHANGED1,7961,79600%$544.4K$511.0K-$33.5K2026-10-16
Relyea Zuckerberg Hanson LLC
INCREASED1,7911,784+7+0%$540.6K$509.6K-$31.1K2026-10-20
Register Financial Advisors LLC
DECREASED1,7901,815-25-1%$550.2K$509.2K-$40.9K2026-10-23
Prevail Innovative Wealth Advisors, LLC
NEW1,787—+1,787——$512.8K—2026-10-20
Sigma Investment Counselors Inc
INCREASED1,787719+1,068+149%$218.0K$508.4K+$290.4K2026-10-27
Covestor Ltd
INCREASED1,7871,762+25+1%$534.0K$509-$533.5K2026-10-30
Montecito Bank & Trust
UNCHANGED1,7861,78600%$541.4K$508.1K-$33.3K2026-10-01
Stephen J. Garry & Associates, LLC
DECREASED1,7822,021-239-12%$612.6K$507.0K-$105.6K2026-11-05
Town Capital LLC
INCREASED1,7741,765+9+1%$535.0K$504.7K-$30.3K2026-11-03
Obsidian CIO, LLC
INCREASED1,7721,298+474+37%$393.5K$504.0K+$110.5K2026-11-05
Seven Mile Advisory
UNCHANGED1,7681,76800%$535.9K$503.0K-$32.9K2026-10-22
Global Financial Private Client, LLC
DECREASED1,7651,844-79-4%$559.0K$502.1K-$56.8K2026-10-15
LJI Wealth Management, LLC
INCREASED1,7581,757+1+0%$532.7K$500.1K-$32.6K2026-10-28
Veratis Advisors, Inc.
DECREASED1,7561,760-40%$533.5K$499.8K-$33.7K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED1,7511,185+566+48%$359.2K$498.1K+$138.9K2026-11-05
Triad Wealth Partners, LLC
DECREASED1,7491,790-41-2%$536.5K$497.7K-$38.8K2026-10-26
Vestia Personal Wealth Advisors
DECREASED1,7481,870-122-7%$564.8K$497.3K-$67.4K2026-10-20
Dahring | Cusmano LLC
DECREASED1,7451,766-21-1%$535.3K$496.4K-$38.9K2026-11-03
Armstrong Henry H Associates Inc
UNCHANGED1,7451,74500%$528.9K$496.4K-$32.5K2026-10-07
Horst & Graben Wealth Management LLC
DECREASED1,7331,756-23-1%$529.4K$493.1K-$36.3K2026-11-02
Middleton & Co Inc
UNCHANGED1,7301,73000%$524.4K$492.2K-$32.2K2026-10-23
Pathway Financial Advisers, LLC
INCREASED1,7191,128+591+52%$341.9K$489.1K+$147.2K2026-10-27
Interchange Capital Partners, LLC
DECREASED1,7161,718-20%$520.8K$488.2K-$32.6K2026-10-28
PFW Advisors LLC
UNCHANGED1,7141,71400%$519.5K$487.6K-$31.9K2026-10-07
Christensen, King & Associates Investment Services, Inc.
DECREASED1,7081,816-108-6%$550.4K$485.8K-$64.6K2026-10-22
Madison Park Capital Advisors, LLC
DECREASED1,70718,353-16,646-91%$586.7K$485.5K-$101.2K2026-10-28
LMG Wealth Partners, LLC
UNCHANGED1,6981,69800%$514.7K$483.1K-$31.6K2026-11-05
Pacific Sage Partners, LLC
UNCHANGED1,6941,69400%$513.5K$481.9K-$31.6K2026-10-21
Investment Planning Advisors, Inc.
INCREASED1,6881,581+107+7%$479.3K$480.1K+$8602026-10-14
Sentinel Pension Advisors, LLC
INCREASED1,6861,368+318+23%$405.3K$479.6K+$74.3K2026-11-02
DecisionMap Wealth Management, LLC
INCREASED1,6801,324+356+27%$401.4K$478.0K+$76.6K2026-10-29
Tower Trust & Investment Co
UNCHANGED1,6801,68000%$509.2K$477.9K-$31.3K2026-10-28
Bluedoor Private Wealth, LLC
INCREASED1,6791,603+76+5%$485.9K$477.7K-$8.2K2026-11-05
Bell Bank
UNCHANGED1,6531,65300%$501.1K$470.3K-$30.8K2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED1,6491,733-84-5%$525.2K$469.0K-$56.2K2026-10-13
Griffin Asset Management, Inc.
INCREASED1,6411,625+16+1%$492.6K$466.8K-$25.7K2026-10-22
Weitzel Financial Services, Inc.
UNCHANGED1,6411,64100%$491.2K$474.9K-$16.3K2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,6391,63900%$496.8K$466.3K-$30.5K2026-10-21
Golden Bell Financial Planning LLC
DECREASED1,6371,646-9-1%$498.9K$465.7K-$33.2K2026-11-02
Oarsman Capital, Inc.
UNCHANGED1,6361,63600%$495.9K$465.4K-$30.5K2026-11-05
Hardin Capital Partners, LLC
INCREASED1,6331,621+12+1%$491.8K$464.6K-$27.2K2026-10-09
Independent Wealth Advisors LLC
INCREASED1,6271,545+82+5%$468.3K$462.9K-$5.4K2026-10-27
Patrick M Sweeney & Associates, Inc
UNCHANGED1,6261,62600%$492.8K$462.6K-$30.2K2026-10-22
Nova R Wealth, Inc.
INCREASED1,6251,508+117+8%$457.2K$462.4K+$5.2K2026-10-26
Schear Investment Advisers, LLC
NEW1,619—+1,619——$460.7K—2026-10-14
Tempo Wealth, LLC
INCREASED1,6191,439+180+13%$436.0K$460.7K+$24.7K2026-10-14
Old National Bancorp
UNCHANGED1,6181,61800%$490.4K$460.3K-$30.1K2026-10-20
Univest Financial Corp
DECREASED1,6171,731-114-7%$524.6K$460.0K-$64.6K2026-11-05
Pillar Financial Advisors, LLC
DECREASED1,6131,614-10%$489.2K$458.8K-$30.4K2026-10-21
Baker Tilly Wealth Management, LLC
INCREASED1,6081,518+90+6%$460.2K$457.4K-$2.7K2026-10-05
North Point Portfolio Managers Corp
NEW1,604—+1,604——$456.3K—2026-10-07
Altiora Financial Group, LLC
UNCHANGED1,6031,60300%$485.9K$456.0K-$29.9K2026-11-04
Atala Financial Inc
UNCHANGED1,5981,59800%$484.4K$454.6K-$29.8K2026-10-22
Strengthening Families & Communities, LLC
DECREASED1,5951,596-10%$483.7K$453.7K-$30.0K2026-10-21
Kwmg, LLC
DECREASED1,5941,598-40%$484.4K$453.5K-$30.9K2026-10-07
SJS Investment Consulting Inc.
INCREASED1,5881,539+49+3%$466.5K$451.6K-$14.9K2026-10-26
River Street Advisors LLC
INCREASED1,5881,580+8+1%$478.9K$451.8K-$27.2K2026-10-22
LexAurum Advisors, LLC
INCREASED1,5811,580+1+0%$478.8K$449.7K-$29.1K2026-10-19
Redw Wealth LLC
UNCHANGED1,5801,58000%$478.9K$449.5K-$29.4K2026-11-02
Selective Wealth Management, Inc.
INCREASED1,5751,499+76+5%$444.0K$453.6K+$9.5K2026-10-16
Northwest Wealth Management, LLC
DECREASED1,5741,775-201-11%$538.0K$447.7K-$90.2K2026-10-30
Donor Advised Charitable Giving, Inc.
UNCHANGED1,5711,57100%$476.2K$446.9K-$29.3K2026-10-28
Forum Financial Management, LP
UNCHANGED1,5711,57100%$476.2K$446.9K-$29.2K2026-10-16
Halbert Hargrove Global Advisors, LLC
INCREASED1,5701,112+458+41%$337.2K$446.8K+$109.6K2026-10-16
Mcdonald Partners LLC
INCREASED1,5691,397+172+12%$423.3K$446.3K+$22.9K2026-11-03
TruNorth Capital Management, LLC
UNCHANGED1,5691,56900%$475.6K$446.4K-$29.2K2026-10-14
One Way Holdings LLC
INCREASED1,5631,431+132+9%$433.8K$444.7K+$10.9K2026-10-29
Benchmark Financial, LLC
INCREASED1,5451,355+190+14%$410.7K$439.5K+$28.8K2026-10-16
Global Wealth Strategies & Associates
UNCHANGED1,5411,54100%$467.0K$438.4K-$28.6K2026-10-02
Bensler, LLC
INCREASED1,5401,539+1+0%$466.5K$438.2K-$28.3K2026-11-05
Firestone Capital Management
INCREASED1,5391,515+24+2%$459.1K$437.8K-$21.3K2026-11-03
Eagle Bay Advisors LLC
UNCHANGED1,5201,52000%$460.7K$432.4K-$28.3K2026-10-16
Great Diamond Partners, LLC
DECREASED1,5191,544-25-2%$468.0K$432.1K-$35.9K2026-10-13
August Group Capital Ltd
INCREASED1,5101,505+5+0%$456.3K$429.5K-$26.8K2026-10-14
Cora Capital Advisors LLC
UNCHANGED1,5091,50900%$457.4K$429.3K-$28.1K2026-11-02
Sloy Dahl & Holst, LLC
DECREASED1,5021,506-40%$456.5K$427.2K-$29.3K2026-10-14
Chemistry Wealth Management LLC
DECREASED1,5001,755-255-15%$532.0K$426.7K-$105.3K2026-10-16
Montis Financial, LLC
UNCHANGED1,4911,49100%$452.0K$424.2K-$27.8K2026-11-04
Flower City Capital
INCREASED1,4901,392+98+7%$422.0K$423.9K+$1.9K2026-10-15
Stonebridge Financial Group, LLC
INCREASED1,4891,440+49+3%$436.6K$423.7K-$12.9K2026-10-01
Cutler Investment Counsel LLC
DECREASED1,4831,518-35-2%$460.1K$421.9K-$38.2K2026-10-28
Coquina Private Wealth LLC
DECREASED1,4801,489-9-1%$451.3K$421.0K-$30.3K2026-10-27
Value Investment Professionals, LLC
UNCHANGED1,4731,47300%$446.5K$419.1K-$27.4K2026-10-13
Armstrong Advisory Group, Inc
INCREASED1,4701,425+45+3%$432.0K$418.3K-$13.7K2026-10-09
Samalin Investment Counsel, LLC
INCREASED1,4651,461+4+0%$442.9K$416.8K-$26.0K2026-10-23
RCS Financial Planning, LLC
DECREASED1,4552,152-697-32%$652.3K$413.9K-$238.4K2026-10-14
Opal Wealth Advisors, LLC
DECREASED1,4541,508-54-4%$457.2K$413.7K-$43.6K2026-10-16
Etesian Wealth Advisors, Inc.
DECREASED1,4431,463-20-1%$443.5K$410.5K-$32.9K2026-10-27
Beacon Capital Management, LLC
INCREASED1,4421,439+3+0%$436.1K$410.2K-$26.0K2026-10-23
William Mack & Associates, Inc.
UNCHANGED1,4401,44000%$436.5K$409.7K-$26.8K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED1,43619,300-17,864-93%$5.9M$408.5K-$5.4M2026-11-05
Capital Square, LLC
DECREASED1,4311,955-524-27%$583.0K$407.2K-$175.8K2026-10-19
Mascoma Wealth Management LLC
DECREASED1,4311,616-185-11%$490.0K$407.2K-$82.7K2026-10-23
ZWJ Investment Counsel Inc
INCREASED1,4301,429+1+0%$433.1K$406.8K-$26.3K2026-10-15
Strong Retirement Solutions LLC
INCREASED1,428930+498+54%$281.9K$406.3K+$124.3K2026-10-07
Impact Capital Partners LLC
INCREASED1,4211,186+235+20%$359.6K$404.4K+$44.8K2026-10-22
LVW Advisors, LLC
DECREASED1,4181,544-126-8%$468.1K$403.5K-$64.6K2026-10-19
Forza Wealth Management, LLC
UNCHANGED1,4101,41000%$427.4K$401.1K-$26.3K2026-10-20
Advantage Trust Co
UNCHANGED1,4051,40500%$425.9K$399.7K-$26.2K2026-10-19
River's Edge Wealth Management, LLC
DECREASED1,4041,405-10%$417.4K$399.1K-$18.4K2026-10-19
Altfest L J & Co Inc
INCREASED1,4031,179+224+19%$357.5K$399.2K+$41.7K2026-10-27
Aspect Partners, LLC
UNCHANGED1,4021,40200%$425.1K$399.0K-$26.1K2026-10-20
Basso Capital Management, L.P.
INCREASED1,4011,348+53+4%$408.5K$398.5K-$9.9K2026-10-30
Breachway Investments LLC
UNCHANGED1,3991,39900%$424.1K$398.0K-$26.1K2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED1,3961,39600%$423.2K$397.1K-$26.0K2026-10-14
Unique Wealth Strategies, LLC
UNCHANGED1,3851,38500%$420.0K$420.0K$02026-10-13
Financial Discovery Group Inc
INCREASED1,3721,312+60+5%$397.8K$390.3K-$7.5K2026-11-03
Values Added Financial LLC
UNCHANGED1,3691,36900%$415.0K$389.5K-$25.5K2026-10-28
Cedar Point Capital Partners, LLC
DECREASED1,3681,434-66-5%$434.7K$389.2K-$45.5K2026-10-29
TrueWealth Advisors, LLC
INCREASED1,3671,366+1+0%$414.1K$389.0K-$25.1K2026-10-09
Aviance Capital Partners, LLC
UNCHANGED1,3651,36500%$413.8K$388.3K-$25.4K2026-10-29
Accurate Wealth Management, LLC
INCREASED1,359943+416+44%$281.2K$391.6K+$110.5K2026-10-20
ZynergyRetirementPlanningLLC
UNCHANGED1,3541,35400%$410.4K$385.2K-$25.2K2026-10-08
Essential Planning, Llc.
UNCHANGED1,3491,34900%$408.8K$383.7K-$25.1K2026-10-21
American National Bank & Trust
UNCHANGED1,3471,34700%$408.3K$383.2K-$25.1K2026-10-07
ERn Financial, LLC
DECREASED1,3341,377-43-3%$417.4K$379.5K-$37.9K2026-10-28
Grey Ledge Advisors, LLC
INCREASED1,3281,311+17+1%$397.3K$377.9K-$19.4K2026-11-02
Elmwood Wealth Management, Inc.
INCREASED1,3171,251+66+5%$379.1K$374.8K-$4.3K2026-10-14
Harbor Asset Planning, Inc.
DECREASED1,3171,345-28-2%$407.6K$374.7K-$32.9K2026-10-23
Allen Investment Management, LLC
UNCHANGED1,3151,31500%$398.6K$374.1K-$24.5K2026-11-03
Sheets Smith Wealth Management
DECREASED1,3141,337-23-2%$405.3K$373.8K-$31.5K2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED1,3101,897-587-31%$574.9K$372.7K-$202.2K2026-11-02
Blue Zone Wealth Advisors, LLC
INCREASED1,3091,294+15+1%$392.2K$372.4K-$19.8K2026-10-19
Tempus Wealth Planning, LLC
DECREASED1,3091,311-20%$397.5K$372.4K-$25.1K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,3051,30500%$395.5K$395.5K$02026-10-06
Resonant Capital Advisors, LLC
DECREASED1,3021,307-50%$396.2K$370.4K-$25.8K2026-10-15
Davidson Trust Co
UNCHANGED1,3011,30100%$394.4K$370.1K-$24.2K2026-10-09
Capital Investment Counsel, LLC
UNCHANGED1,2991,29900%$393.9K$369.7K-$24.2K2026-10-14
Convergence Financial, LLC
DECREASED1,2982,069-771-37%$627.2K$369.3K-$257.9K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,2951,29500%$392.5K$368.4K-$24.1K2026-10-30
Wealthcare Capital Management LLC
INCREASED1,290893+397+44%$270.7K$367.0K+$96.3K2026-10-21
Olistico Wealth, LLC
UNCHANGED1,2891,28900%$390.8K$366.8K-$24.0K2026-10-05
Union Savings Bank
INCREASED1,27732+1,245+3891%$9.7K$363.3K+$353.6K2026-10-14
Winthrop Advisory Group LLC
INCREASED1,2761,163+113+10%$352.7K$362.9K+$10.2K2026-10-22
Cypress Capital Group
UNCHANGED1,2761,27600%$386.8K$363.0K-$23.8K2026-11-03
BlueChip Wealth Advisors LLC
DECREASED1,2701,415-145-10%$428.9K$361.3K-$67.6K2026-11-03
Pflug Koory, LLC
INCREASED1,2631,248+15+1%$378.4K$359.3K-$19.1K2026-10-26
Breakwater Capital Group
INCREASED1,2611,254+7+1%$380.0K$358.7K-$21.2K2026-10-09
Northcape Wealth Management, LLC
INCREASED1,2581,131+127+11%$342.8K$357.8K+$14.9K2026-11-04
L. Roy Papp & Associates, LLP
INCREASED1,2581,257+1+0%$381.1K$357.8K-$23.3K2026-10-21
KWB Wealth
UNCHANGED1,2561,25600%$380.7K$357.3K-$23.4K2026-10-16
MBA Advisors LLC
INCREASED1,2551,207+48+4%$365.9K$357.0K-$8.8K2026-10-29
BetterWealth, LLC
UNCHANGED1,2481,24800%$378.3K$355.0K-$23.2K2026-10-15
Missouri Trust & Investment Co
DECREASED1,2471,277-30-2%$376.9K$354.8K-$22.1K2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED1,2431,24300%$368.3K$358.2K-$10.1K2026-10-21
SilverOak Wealth Management LLC
DECREASED1,2381,323-85-6%$401.0K$352.1K-$48.9K2026-10-29
Maseco LLP
INCREASED1,2371,043+194+19%$315.9K$352.0K+$36.0K2026-10-27
Smith Thornton Advisors LLC
UNCHANGED1,2361,23600%$366.1K$351.6K-$14.4K2026-10-16
Csenge Advisory Group
DECREASED1,2271,362-135-10%$412.8K$348.9K-$63.9K2026-11-04
Atlatl Advisers LLC
DECREASED1,2231,393-170-12%$422.2K$347.9K-$74.3K2026-10-22
Walleye Partners, LLC
UNCHANGED1,2201,22000%$369.8K$347.1K-$22.7K2026-10-13
Trademark Financial Management, LLC
DECREASED1,2131,255-42-3%$380.3K$345.2K-$35.1K2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED1,2051,20500%$365.2K$342.8K-$22.4K2026-10-14
Portland Financial Advisors Inc
DECREASED1,1901,195-50%$362.2K$338.5K-$23.7K2026-10-26
Tounjian Advisory Partners, LLC
DECREASED1,1841,597-413-26%$484.2K$336.9K-$147.3K2026-11-04
Retiremitten Financial LLC
NEW1,168—+1,168——$339.6K—2026-11-05
Detalus Advisors, LLC
INCREASED1,1681,149+19+2%$348.3K$332.4K-$15.8K2026-10-15
Sensible Money, LLC
DECREASED1,1591,411-252-18%$427.7K$329.7K-$98.0K2026-10-20
Perryman Financial Advisory Inc
DECREASED1,1581,228-70-6%$372.3K$329.5K-$42.8K2026-10-16
Shakespeare Wealth Management, LLC
DECREASED1,1581,169-11-1%$354.2K$329.4K-$24.9K2026-10-28
GHP Investment Advisors, Inc.
DECREASED1,1561,191-35-3%$361.0K$329.0K-$32.0K2026-10-15
Foundry Financial LLC
DECREASED1,1531,175-22-2%$356.2K$327.9K-$28.3K2026-10-16
Optivise Advisory Services LLC
INCREASED1,1521,132+20+2%$343.1K$327.7K-$15.4K2026-10-19
Davis Investment Partners, LLC
UNCHANGED1,1501,15000%$348.7K$327.3K-$21.4K2026-11-05
Matrix Asset Advisors Inc
UNCHANGED1,1491,14900%$348.3K$327.0K-$21.3K2026-10-13
Summit Financial Strategies, Inc.
INCREASED1,1411,045+96+9%$316.9K$324.7K+$7.8K2026-10-14
EnRich Financial Partners LLC
DECREASED1,1411,168-27-2%$354.2K$324.5K-$29.7K2026-10-21
Integrity Investment Advisors, LLC
INCREASED1,1391,016+123+12%$308.0K$324.0K+$16.1K2026-11-03
American State Bank (Iowa)
INCREASED1,1361,132+4+0%$343.1K$323.2K-$20.0K2026-11-03
National Wealth Management Group, LLC
DECREASED1,1351,140-50%$345.6K$322.8K-$22.8K2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED1,1301,13000%$342.5K$321.5K-$21.1K2026-10-22
West Paces Advisors Inc.
UNCHANGED1,1291,12900%$342.2K$321.2K-$21.0K2026-10-13
Steinberganna Wealth Management
INCREASED1,1281,126+2+0%$341.4K$321.0K-$20.4K2026-10-23
Carter Financial Group, Inc.
INCREASED1,1241,120+4+0%$339.6K$319.7K-$19.9K2026-10-21
Caliber Wealth Management, LLC / KS
DECREASED1,1221,176-54-5%$356.4K$319.3K-$37.1K2026-11-04
Reflection Asset Management
DECREASED1,1221,136-14-1%$344.4K$319.3K-$25.1K2026-10-28
Matauro, LLC
INCREASED1,116734+382+52%$222.6K$317.4K+$94.7K2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,1101,11000%$336.5K$315.8K-$20.7K2026-10-07
Junk Investment Group, LLC
INCREASED1,106903+203+22%$273.7K$314.7K+$41.0K2026-10-19
BKM Wealth Management, LLC
INCREASED1,1041,072+32+3%$324.9K$314.1K-$10.9K2026-10-22
Symmetry Partners, LLC
UNCHANGED1,1041,10400%$334.6K$314.1K-$20.6K2026-10-27
Oak Harvest Investment Services
INCREASED1,1011,100+1+0%$333.5K$313.3K-$20.3K2026-10-20
Meyer Handelman Co
NEW1,100—+1,100——$312.9K—2026-10-28
Madrid Wealth Management, LLC
NEW1,096—+1,096——$311.8K—2026-10-23
Intrua Financial, LLC
DECREASED1,0911,923-832-43%$583.0K$310.5K-$272.5K2026-10-28
McMill Wealth Management
NEW1,090—+1,090——$310.1K—2026-11-05
Carolina Wealth Management Inc
DECREASED1,0791,528-449-29%$463.2K$307.0K-$156.2K2026-10-29
Foster Group, Inc.
INCREASED1,0761,034+42+4%$313.5K$306.2K-$7.3K2026-10-13
Southern Capital Advisors, LLC
INCREASED1,0751,073+2+0%$325.3K$305.8K-$19.5K2026-10-26
Gallagher Capital Advisors, LLC
INCREASED1,0661,063+3+0%$322.1K$303.2K-$18.9K2026-10-09
Womack Financial LLC
UNCHANGED1,0571,05700%$320.4K$300.7K-$19.7K2026-10-14
Hidden Cove Wealth Management, LLC
DECREASED1,0461,121-75-7%$339.8K$297.6K-$42.2K2026-10-19
Aull & Monroe Investment Management Corp
INCREASED1,046989+57+6%$299.8K$297.6K-$2.2K2026-10-16
First Pacific Financial
DECREASED1,0311,037-6-1%$314.3K$293.3K-$21.0K2026-10-14
Old Peak Finance LLC
INCREASED1,0281,027+1+0%$311.4K$292.3K-$19.1K2026-11-02
Elevate Wealth Advisory, Inc
UNCHANGED1,0281,02800%$311.5K$292.4K-$19.1K2026-10-29
Crumly & Associates Inc.
INCREASED1,025970+55+6%$294.0K$291.6K-$2.4K2026-10-07
Adkins Seale Capital Management LLC
UNCHANGED1,0231,02300%$310.1K$291.0K-$19.1K2026-10-27
Shade Tree Advisors LLC
DECREASED1,0221,115-93-8%$338.0K$290.7K-$47.2K2026-10-22
Walker Financial Services, Inc.
INCREASED1,007989+18+2%$299.8K$286.7K-$13.2K2026-10-26
Penney Financial, LLC
UNCHANGED1,0051,00500%$304.6K$285.9K-$18.7K2026-10-20
Ignite Planners, LLC
NEW1,000—+1,000——$284.5K—2026-10-14
ATX Financial Planning, LLC
DECREASED9931,080-87-8%$327.4K$282.5K-$44.9K2026-10-14
Sims Investment Management, LLC
INCREASED993990+3+0%$300.0K$282.5K-$17.6K2026-10-13
Cap Partners, LLC
UNCHANGED99299200%$300.7K$282.2K-$18.5K2026-10-19
Buck Wealth Strategies, LLC
DECREASED9851,623-638-39%$492.0K$280.4K-$211.7K2026-10-28
True Private Wealth Advisors
UNCHANGED98598500%$298.6K$280.2K-$18.4K2026-10-19
Wise Wealth Partners
INCREASED983909+74+8%$275.5K$279.7K+$4.2K2026-10-14
Lexington Hill Partners, LLC
INCREASED982979+3+0%$296.7K$279.3K-$17.4K2026-10-13
Courage Miller Partners, LLC
DECREASED9791,395-416-30%$422.9K$278.5K-$144.3K2026-10-21
Santori & Peters, Inc.
DECREASED9711,252-281-22%$379.5K$276.2K-$103.3K2026-10-26
Welch Group, LLC
INCREASED970860+110+13%$260.8K$275.9K+$15.1K2026-10-29
Fulton Breakefield Broenniman LLC
INCREASED964920+44+5%$278.9K$274.3K-$4.6K2026-11-03
Quartz Partners, LLC
INCREASED962769+193+25%$233.1K$273.7K+$40.6K2026-11-03
Center For Asset Management LLC
DECREASED9612,076-1,115-54%$629.3K$273.5K-$355.9K2026-10-16
United Community Bank
UNCHANGED95895800%$290.4K$272.5K-$17.8K2026-10-28
Klaas Financial Asset Advisors, LLC
NEW957—+957——$272.3K—2026-10-19
Tilia Fiduciary Partners, Inc.
INCREASED957955+2+0%$289.5K$272.4K-$17.1K2026-10-09
3 Factor Indexing, LLC
UNCHANGED94694600%$286.8K$269.1K-$17.6K2026-10-15
SeaBridge Investment Advisors LLC
NEW945—+945——$268.8K—2026-11-02
Entrewealth, LLC
INCREASED943861+82+10%$260.0K$268.3K+$8.3K2026-10-14
Carmel Capital Partners, LLC
INCREASED942941+1+0%$285.3K$267.9K-$17.4K2026-11-03
Pacific Park Financial, Inc.
DECREASED938972-34-3%$294.6K$266.9K-$27.8K2026-10-13
Partnership Wealth Management, LLC
DECREASED936975-39-4%$295.6K$266.4K-$29.2K2026-10-05
Tufton Capital Management
NEW934—+934——$265—2026-10-20
AAF Wealth Management, LLC
INCREASED931893+38+4%$270.7K$264.8K-$6.0K2026-10-28
Keudell ison Wealth Management
NEW930—+930——$264.6K—2026-10-16
Matisse Capital
UNCHANGED92892800%$281.3K$264.0K-$17.3K2026-10-29
Approach Retirement Advisors, LLC
INCREASED927924+3+0%$280.4K$263.7K-$16.7K2026-10-22
Prospect Financial Group LLC
UNCHANGED92792700%$281.0K$263.7K-$17.3K2026-11-05
Anson Capital, Inc.
INCREASED926923+3+0%$279.8K$263.4K-$16.3K2026-10-23
First Growth Capital LLC
UNCHANGED92692600%$280.7K$263.4K-$17.3K2026-10-15
Elevation Wealth Management LLC
DECREASED9251,356-431-32%$411.0K$263.2K-$147.9K2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED925960-35-4%$290.9K$263.2K-$27.7K2026-10-27
Grey Fox Wealth Advisors, LLC
INCREASED922856+66+8%$259.3K$262.3K+$3.0K2026-11-03
Telos Capital Management, Inc.
DECREASED922940-18-2%$284.9K$262.3K-$22.6K2026-11-02
Cherrydale Wealth Management, LLC
UNCHANGED92192100%$279.2K$262.1K-$17.2K2026-10-20
Kane Co Wealth Management, Inc.
DECREASED920989-69-7%$299.8K$261.8K-$38.1K2026-11-04
Refined Wealth Management
INCREASED918898+20+2%$272.1K$261.2K-$10.9K2026-10-13
Correct Capital Wealth Management
UNCHANGED91391300%$276.7K$259.7K-$17.0K2026-11-02
Berkshire Money Management, Inc.
NEW912—+912——$259.5K—2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED908730+178+24%$216.7K$258.1K+$41.5K2026-10-21
Stephenson & Company, Inc.
UNCHANGED90790700%$274.9K$258.0K-$16.9K2026-10-30
Evergreen Advisors, LLC
INCREASED903901+2+0%$273.0K$257.0K-$16.0K2026-10-28
Lawood & Co
UNCHANGED90090000%$272.8K$256.0K-$16.8K2026-10-09
Cottage Street Advisors LLC
INCREASED899897+2+0%$272.0K$255.8K-$16.1K2026-10-19
Fortune Financial Group, Inc.
UNCHANGED89989900%$272.5K$255.8K-$16.7K2026-10-22
Park Capital Management, LLC / WI
UNCHANGED89989900%$272.5K$255.8K-$16.7K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW898—+898——$255.5K—2026-10-13
Private Management Group Inc
INCREASED896894+2+0%$271.0K$254.9K-$16.1K2026-11-04
Steel Grove Capital Advisors, LLC
DECREASED895900-5-1%$272.8K$254.7K-$18.2K2026-10-13
Beacon Wealthcare LLC
UNCHANGED88788700%$268.9K$252.3K-$16.5K2026-10-02
Integris Wealth Management, LLC
INCREASED880831+49+6%$251.9K$250.4K-$1.5K2026-10-14
David J Yvars Group
UNCHANGED87987900%$266.4K$250.1K-$16.3K2026-10-09
TD Waterhouse Canada Inc.
INCREASED875764+111+15%$230.3K$260.8K+$30.6K2026-10-16
Alhambra Investment Management LLC
INCREASED874815+59+7%$247.0K$248.6K+$1.6K2026-10-15
Nottingham Advisors, Inc.
UNCHANGED87387300%$256.9K$250.2K-$6.7K2026-10-29
Camelot Technology Advisors, Inc.
UNCHANGED86986900%$263.4K$247.2K-$16.2K2026-10-09
MinichMacGregor Wealth Management, LLC
INCREASED868811+57+7%$245.8K$246.9K+$1.1K2026-10-14
NorthLanding Financial Partners, LLC
DECREASED867869-20%$263.3K$246.7K-$16.5K2026-10-15
HBW Advisory Services LLC
NEW864—+864——$245.9K—2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED863751+112+15%$227.6K$245.5K+$17.9K2026-10-13
Amicus Financial Advisors, LLC
DECREASED862891-29-3%$270.0K$245.1K-$24.8K2026-11-03
CGC Financial Services, LLC
UNCHANGED85785700%$259.8K$243.8K-$16.0K2026-10-13
J. Derek Lewis & Associates Inc.
UNCHANGED85785700%$259.5K$244.0K-$15.6K2026-11-03
Kieckhefer Group LLC
NEW856—+856——$243.6K—2026-10-13
RS Crum Inc.
DECREASED855931-76-8%$282.2K$243.2K-$39.0K2026-10-19
Stash Investments, LLC
NEW854—+854——$243.0K—2026-10-26
Arsenal Capital Advisors LLC
DECREASED850851-10%$258.0K$241.8K-$16.1K2026-11-02
RVW Wealth, LLC
UNCHANGED85085000%$257.6K$241.7K-$15.8K2026-10-06
Apollon Financial, LLC
NEW849—+849——$241.5K—2026-10-23
Genesis Private Wealth, LLC
INCREASED845773+72+9%$234.4K$240.5K+$6.1K2026-11-02
Buttonwood Financial Advisors Inc.
DECREASED845869-24-3%$263.3K$240.4K-$22.9K2026-10-13
Retirement Solution LLC
DECREASED8411,029-188-18%$311.8K$239.3K-$72.6K2026-10-27
Boston Trust Walden Corp
DECREASED841856-15-2%$259.5K$239.3K-$20.2K2026-10-30
DDD Partners, LLC
INCREASED841831+10+1%$252.0K$239.3K-$12.6K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED840839+1+0%$254.5K$239.1K-$15.4K2026-10-19
Tiller Private Wealth, Inc.
DECREASED838847-9-1%$256.7K$238.4K-$18.3K2026-10-26
Miller Financial Services LLC
DECREASED838845-7-1%$256.1K$238.4K-$17.7K2026-10-20
Clear Wave Wealth Management LLC
INCREASED838837+1+0%$253.6K$238.3K-$15.3K2026-11-04
Tenret Co LLC
NEW834—+834——$237.3K—2026-11-02
Michels Family Financial, LLC
UNCHANGED83083000%$251.4K$236.2K-$15.3K2026-11-02
EdgeRock Capital LLC
NEW829—+829——$236.0K—2026-11-03
Waterfront Wealth Inc.
DECREASED829876-47-5%$261.1K$238.9K-$22.2K2026-11-03
Powers Advisory Group, LLC
DECREASED829853-24-3%$258.7K$235.9K-$22.8K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8283,252-2,424-75%$985.9K$235.7K-$750.2K2026-10-14
Central Bank & Trust Co
UNCHANGED82882800%$251.0K$235.6K-$15.4K2026-10-09
RMG Wealth Management LLC
NEW821—+821——$236.0K—2026-10-26
Valley National Advisers Inc
UNCHANGED82082000%$248.6K$233.3K-$15.3K2026-10-23
Strategy Asset Managers LLC
NEW815—+815——$231.9K—2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
NEW812—+812——$231.1K—2026-10-29
Trek Financial, LLC
DECREASED806823-17-2%$249.5K$229.3K-$20.2K2026-10-29
Shira Ridge Wealth Management
UNCHANGED80680600%$244.2K$229.2K-$15.0K2026-10-09
Redwood Financial Network Corp
INCREASED805781+24+3%$236.7K$229.0K-$7.7K2026-11-03
Southern Michigan Bank & Trust
UNCHANGED80280200%$243.1K$228.2K-$14.9K2026-10-19
YHB Investment Advisors, Inc.
UNCHANGED80280200%$243.1K$228.2K-$14.9K2026-10-08
Accredited Investor Services, LLC
NEW800—+800——$227.6K—2026-10-22
Arthur M. Cohen & Associates, LLC
UNCHANGED80080000%$242.5K$227.6K-$14.9K2026-10-26
Trace Wealth Advisors, LLC
UNCHANGED80080000%$242.5K$227.6K-$14.9K2026-10-30
Bennett Selby Investments LP
INCREASED797794+3+0%$240.8K$226.7K-$14.1K2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED79779700%$241.6K$226.7K-$14.8K2026-11-02
Pacific Center for Financial Services
INCREASED796658+138+21%$199.4K$226.4K+$27.0K2026-10-15
Paller Financial Services Inc
DECREASED790804-14-2%$243.7K$224.7K-$19.0K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED789797-8-1%$241.7K$224.5K-$17.1K2026-10-23
Omega Financial Group, LLC
INCREASED787785+2+0%$238.0K$224.0K-$14.1K2026-10-29
Sunpointe, LLC
DECREASED782793-11-1%$240.4K$222.5K-$17.9K2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED78178100%$236.7K$222.2K-$14.5K2026-10-06
KW Wealth Management LLC
NEW777—+777——$221.0K—2026-10-28
Vestor Capital, LLC
DECREASED7761,646-870-53%$65$138+$732026-11-04
Richard P Slaughter Associates Inc
DECREASED776777-10%$235.5K$220.9K-$14.6K2026-10-13
Community Bank of Raymore
INCREASED768763+5+1%$231.2K$218.5K-$12.7K2026-10-23
RHS Financial, LLC
UNCHANGED76776700%$232.5K$218.2K-$14.3K2026-10-13
Forbes J M & Co LLP
UNCHANGED76576500%$231.9K$217.6K-$14.3K2026-10-16
Alliance Private Wealth, LLC
UNCHANGED76476400%$231.5K$217.3K-$14.2K2026-10-20
Frederick Financial Consultants, LLC
DECREASED762772-10-1%$234.1K$216.9K-$17.2K2026-10-29
Imc-Chicago, LLC
NEW761—+761——$216.5K—2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED758663+95+14%$201.0K$215.6K+$14.7K2026-10-22
Verity Asset Management, Inc.
INCREASED757699+58+8%$211.9K$215.4K+$3.5K2026-10-30
Sterling Financial Planning, Inc.
UNCHANGED75775700%$229.5K$215.4K-$14.1K2026-10-28
Elevate Capital Advisors, LLC
DECREASED756829-73-9%$251.2K$215.0K-$36.3K2026-11-02
Midwest Financial Network, LLC
NEW755—+755——$214.8K—2026-10-13
Enclave Advisors LLC
INCREASED753752+1+0%$227.8K$214.1K-$13.7K2026-10-14
ICW Investment Advisors LLC
INCREASED752751+1+0%$227.5K$214.2K-$13.4K2026-10-27
Capital Investment Services of America, Inc.
UNCHANGED75075000%$227.4K$213.4K-$14.0K2026-11-02
Cornell Pochily Investment Advisors, Inc.
DECREASED747778-31-4%$235.7K$212.4K-$23.4K2026-10-19
Moody Lynn Lieberson & Walker, LLC
UNCHANGED74574500%$225.8K$211.9K-$13.9K2026-10-14
Legacy Financial Group, Inc.
UNCHANGED74274200%$224.8K$211.0K-$13.8K2026-10-21
Bestgate Wealth Advisors, LLC
NEW737—+737——$209.7K—2026-10-13
Sentry LLC
DECREASED736886-150-17%$268.6K$209.4K-$59.2K2026-10-30
Schmidt P J Investment Management Inc
UNCHANGED73673600%$223.1K$209.4K-$13.7K2026-11-02
Serenity Investment Advisors
UNCHANGED73173100%$221.4K$208.0K-$13.4K2026-10-30
Olio Financial Planning
UNCHANGED72872800%$220.7K$207.2K-$13.5K2026-10-22
RKL Wealth Management LLC
DECREASED726787-61-8%$238.5K$206.6K-$31.9K2026-10-16
Wall Capital Group, Inc.
INCREASED726723+3+0%$219.3K$206.4K-$12.9K2026-10-14
Aletheian Wealth Advisors LLC
DECREASED7251,010-285-28%$306.2K$206.3K-$99.9K2026-10-08
Arlington Trust Co LLC
INCREASED72490+634+704%$27.3K$206.0K+$178.7K2026-10-20
Plan A Wealth LLC
UNCHANGED72272200%$218.9K$205.4K-$13.5K2026-10-08
Harbour Capital Advisors, LLC
UNCHANGED72172100%$215.0K$205.1K-$9.8K2026-10-13
Tenon Financial LLC
NEW711—+711——$202.3K—2026-10-14
Navigate Wealth Management, LLC
NEW707—+707——$204.7K—2026-10-14
RAM Investment Partners, LLC
NEW706—+706——$200.9K—2026-10-21
Gradient Investments LLC
NEW705—+705——$200.5K—2026-10-08
Ashurst Perkins Coie Trust Co
UNCHANGED66566500%$201.6K$189.2K-$12.4K2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED656654+2+0%$196.3K$189.8K-$6.5K2026-11-04
Versant Capital Management, Inc
DECREASED646783-137-17%$237.4K$183.8K-$53.5K2026-10-02
Lynch Investment Planning, LLC
NEW638—+638——$181.4K—2026-10-27
Raleigh Capital Management Inc.
DECREASED635684-49-7%$207.3K$180.7K-$26.6K2026-10-28
StrongBox Wealth, LLC
UNCHANGED63563500%$192.5K$180.7K-$11.8K2026-11-02
Compass Wealth Management LLC
NEW631—+631——$179.5K—2026-10-22
Ares Financial Consulting, LLC
UNCHANGED63063000%$191.0K$179.2K-$11.7K2026-10-19
Kings Path Partners LLC
INCREASED629323+306+95%$97.9K$178.9K+$81.0K2026-10-21
Breakwater Investment Management
DECREASED611744-133-18%$225.5K$173.8K-$51.7K2026-10-20
Morling Financial Advisors, LLC
INCREASED598500+98+20%$151.6K$170.1K+$18.6K2026-10-28
Latitude Advisors, LLC
NEW558—+558——$158.8K—2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED55555500%$168$158-$102026-10-13
SYM Financial Corp
DECREASED547548-10%$166.1K$155.6K-$10.5K2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED53253200%$161.3K$151.3K-$9.9K2026-10-15
Nemes Rush Group LLC
DECREASED531620-89-14%$187.9K$151.1K-$36.8K2026-11-04
Blueline Advisors LLC
INCREASED524399+125+31%$120.8K$149.2K+$28.4K2026-10-15
Townsend Asset Management Corp
INCREASED522460+62+13%$139.3K$148.4K+$9.1K2026-10-29
Key Capital Management, Inc
INCREASED505229+276+121%$69.4K$143.7K+$74.3K2026-11-03
Albion Financial Group
INCREASED485360+125+35%$109.1K$138.0K+$28.9K2026-10-21
Provenance Wealth Advisors, LLC
INCREASED47838+440+1158%$11.5K$136.0K+$124.5K2026-10-30
Burkett Financial Services, LLC
INCREASED473311+162+52%$94.5K$134.7K+$40.2K2026-10-01
Rossby Financial, LCC
DECREASED4692,487-2,018-81%$675.6K$133.5K-$542.1K2026-11-05
Hilltop National Bank
DECREASED452455-3-1%$137.9K$128.6K-$9.3K2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED441465-24-5%$141.0K$125.5K-$15.5K2026-10-30
Gables Capital Management Inc.
UNCHANGED42842800%$129.7K$121.8K-$8.0K2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED412411+1+0%$124.4K$117.1K-$7.3K2026-10-05
Mogy Joel R Investment Counsel Inc
UNCHANGED40040000%$121.2K$113.8K-$7.5K2026-10-13
Woodard & Co Asset Management Group Inc
UNCHANGED40040000%$121.2K$113.8K-$7.5K2026-11-03
Burk Holdings LLC
INCREASED395236+159+67%$71.6K$112.4K+$40.8K2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED38038000%$115.2K$108.1K-$7.1K2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED35835800%$108.5K$101.8K-$6.7K2026-10-09
GS Investments, Inc.
UNCHANGED35735700%$108.2K$101.6K-$6.7K2026-11-05
Retirement Wealth Solutions LLC
DECREASED356363-7-2%$110.1K$101.4K-$8.7K2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED35535500%$107.6K$101.0K-$6.6K2026-10-21
Bfsg, LLC
UNCHANGED34934900%$105.6K$99.2K-$6.5K2026-10-30
Financial Perspectives, Inc
INCREASED344329+15+5%$99.8K$97.9K-$1.9K2026-11-03
Nfsg Corp
DECREASED342450-108-24%$136.5K$97.4K-$39.1K2026-10-15
Compass Financial Management LLC
DECREASED331332-10%$100.7K$94.2K-$6.5K2026-10-30
Granite FO LLC
UNCHANGED32832800%$99.4K$93.3K-$6.1K2026-10-14
Atwood & Palmer Inc
INCREASED320197+123+62%$59.7K$91.0K+$31.3K2026-10-08
Birchbrook, Inc.
UNCHANGED30630600%$92.8K$87.1K-$5.7K2026-10-14
Realta Investment Advisors
DECREASED296297-10%$90.0K$84.2K-$5.8K2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED29129100%$88.2K$82.8K-$5.4K2026-10-30
Rydar Equities, Inc.
NEW289—+289——$82.8K—2026-10-13
Hanson & Doremus Investment Management
INCREASED287238+49+21%$72.0K$82-$71.9K2026-10-16
Sawyer & Company, Inc
INCREASED282281+1+0%$85.2K$80.2K-$5.0K2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED27427400%$83.1K$78.0K-$5.1K2026-11-02
Centerpoint Advisors, LLC
INCREASED272148+124+84%$45.0K$77-$44.9K2026-11-05
Trust Co
DECREASED267349-82-23%$105.8K$76.0K-$29.8K2026-10-09
Wells Financial Advisors Inc
UNCHANGED26626600%$80.6K$75.7K-$5.0K2026-11-02
Laurel Wealth Advisors LLC
NEW265—+265——$75.4K—2026-10-27
Friedenthal Financial
INCREASED26563+202+321%$19.1K$75.4K+$56.3K2026-10-27
Evolution Wealth Management Inc.
DECREASED262559-297-53%$169.4K$74.5K-$94.9K2026-10-28
Bayban
UNCHANGED26026000%$78.8K$78.8K$02026-11-05
Signature Equity Partners, LLC
INCREASED253213+40+19%$64.4K$72.1K+$7.6K2026-10-29
Security National Bank
NEW251—+251——$71.4K—2026-10-26
Meriwether Wealth & Planning, LLC
NEW246—+246——$70.0K—2026-10-13
Sima Wealth Partners, LLC
UNCHANGED24124100%$73.2K$68.7K-$4.5K2026-10-19
SRH Advisors, LLC
UNCHANGED24024000%$72.7K$68.3K-$4.5K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED23823800%$72.1K$67.7K-$4.4K2026-10-23
Keystone Financial Group, Inc.
UNCHANGED23623600%$71.5K$67.1K-$4.4K2026-10-13
4Thought Financial Group Inc.
INCREASED224221+3+1%$67.0K$63.6K-$3.4K2026-11-02
American Capital Advisory, LLC
UNCHANGED22222200%$67.3K$63.2K-$4.1K2026-10-28
Portfolio Resources Advisor Group, Inc.
UNCHANGED21821800%$66.1K$62.0K-$4.1K2026-10-20
Go Invest LLC
DECREASED217502-285-57%$152.1K$61.8K-$90.3K2026-10-09
Acima Private Wealth, LLC
UNCHANGED21721700%$65.8K$61.7K-$4.0K2026-10-05
Private Wealth Management Group, LLC
UNCHANGED21721700%$65.8K$61.8K-$4.0K2026-10-19
Towne Trust Company, N.a
UNCHANGED21021000%$63.7K$59.7K-$3.9K2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED19419400%$58.9K$55.4K-$3.5K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED18918900%$57.0K$54-$56.9K2026-10-14
Hoese & Co LLP
UNCHANGED18818800%$57.0K$53.5K-$3.5K2026-10-21
Pioneer Family Office, LLC
UNCHANGED18118100%$54.9K$51.5K-$3.4K2026-10-30
Toth Financial Advisory Corp
UNCHANGED18018000%$54.6K$51.2K-$3.4K2026-10-08
Acumen Wealth Advisors, LLC
NEW168—+168——$47.8K—2026-11-05
WPG Advisers, LLC
INCREASED168122+46+38%$37.0K$47.8K+$10.8K2026-10-27
Byrne Asset Management LLC
UNCHANGED16316300%$49.4K$46.7K-$2.7K2026-10-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED16116100%$48.8K$45.8K-$3.0K2026-10-07
Birch Financial Group, LLC
NEW159—+159——$45.3K—2026-10-27
Tower View Wealth Management LLC
INCREASED158157+1+1%$47.7K$44.9K-$2.8K2026-10-23
Simplex Trading, LLC
NEW151—+151——$43.0K—2026-11-04
Canton Hathaway, LLC
UNCHANGED15015000%$45.5K$42.7K-$2.8K2026-10-23
Concord Wealth Partners
UNCHANGED15015000%$45.5K$42.8K-$2.8K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED15015000%$45.5K$42.7K-$2.8K2026-10-28
Mainstream Capital Management LLC
NEW149—+149——$42.4K—2026-10-23
Next Level Wealth Planning, LLC
NEW146—+146——$41.5K—2026-10-29
Kozak & Associates, Inc.
UNCHANGED14514500%$43.7K$42.2K-$1.5K2026-10-29
Hurley Capital, LLC
UNCHANGED14314300%$43.5K$40.9K-$2.6K2026-11-05
Princeton Global Asset Management LLC
UNCHANGED14114100%$42.7K$40.1K-$2.6K2026-10-21
Tsfg, LLC
DECREASED135708-573-81%$215.0K$38-$215.0K2026-10-23
Syntax Research, Inc.
UNCHANGED12912900%$39.1K$36.7K-$2.4K2026-11-04
Roxbury Financial LLC
UNCHANGED12512500%$37.9K$35.5K-$2.3K2026-10-01
Prudent Man Investment Management, Inc.
NEW119—+119——$33.9K—2026-11-03
NorthAvenue LLC
UNCHANGED11311300%$34.3K$32.1K-$2.1K2026-10-29
Yankcom Partnership
UNCHANGED11211200%$33.9K$31.9K-$2.1K2026-10-15
Ascentis Wealth Management, LLC
INCREASED10941+68+166%$12.4K$31.0K+$18.6K2026-11-03
Your Advocates Ltd., LLP
UNCHANGED10910900%$33.0K$31.0K-$2.0K2026-11-03
GGM Financial LLC
DECREASED108117-9-8%$35.4K$30.6K-$4.7K2026-11-05
Signature Resources Capital Management, LLC
DECREASED101119-18-15%$36.1K$28.7K-$7.3K2026-10-16
Peachtree Investment Partners, LLC
INCREASED10199+2+2%$29.9K$28.6K-$1.3K2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED10110100%$30.6K$28.7K-$1.9K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED10010000%$30.3K$28.4K-$1.9K2026-11-03
Balance Wealth Partners LLC
NEW99—+99——$28.2K—2026-10-27
Navigoe, LLC
UNCHANGED979700%$29$27-$22026-11-04
James T. Borello RIA
NEW93—+93——$26.5K—2026-10-16
Chapman Financial Group, LLC
UNCHANGED909000%$27.3K$25.6K-$1.7K2026-10-26
Global Trust Asset Management, LLC
UNCHANGED909000%$27.4K$25.7K-$1.7K2026-10-19
Avion Wealth
UNCHANGED838300%$25.0K$23-$25.0K2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED828200%$24.9K$23.3K-$1.5K2026-10-20
MV Capital Management, Inc.
UNCHANGED767600%$23.0K$21.6K-$1.4K2026-10-29
Richards, Merrill & Peterson, Inc.
DECREASED7578-3-4%$23.6K$21.3K-$2.3K2026-10-19
Kingdom Financial Group Llc.
INCREASED7470+4+6%$21.1K$21.0K-$1002026-11-04
Davis Capital Management
INCREASED7153+18+34%$16.1K$20.2K+$4.1K2026-10-08
Team Financial Group, LLC
NEW68—+68——$19.3K—2026-10-30
Markowski Investments
UNCHANGED676700%$20.3K$19.1K-$1.2K2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED656500%$19.7K$18.5K-$1.2K2026-10-23
Dorato Capital Management
UNCHANGED585800%$17.3K$16.6K-$6482026-10-08
Central Pacific Bank - Trust Division
UNCHANGED575700%$17.3K$16.2K-$1.1K2026-10-06
EPG Wealth Management LLC
UNCHANGED535300%$16.0K$15.1K-$9632026-11-03
Edgemoor Investment Advisors, Inc.
NEW50—+50——$14.2K—2026-11-03
Wilkerson Advisory Group LLC
INCREASED4742+5+12%$12.7K$13.4K+$6402026-10-20
Thompson Investment Management, Inc.
INCREASED4543+2+5%$13.0K$12.8K-$2322026-10-14
Vima LLC
UNCHANGED444400%$13.3K$12.5K-$8192026-10-23
PFS Partners, LLC
DECREASED4244-2-5%$13.4K$12.1K-$1.4K2026-10-21
Livelsberger Financial Advisory
NEW39—+39——$11.1K—2026-10-28
CFG Wealth Management Services, Inc.
NEW39—+39——$11.1K—2026-10-21
MTM Investment Management, LLC
INCREASED3732+5+16%$9.7K$10.5K+$8302026-10-30
Kentucky Trust Co
UNCHANGED363600%$10.9K$10.2K-$6702026-10-15
Fairman Group, LLC
UNCHANGED343400%$10.2K$9.6K-$6212026-10-26
Transce3nd, LLC
NEW33—+33——$9.5K—2026-10-26
True Wealth Design, LLC
UNCHANGED323200%$9.7K$9.1K-$5962026-10-13
Wolff Wiese Magana LLC
UNCHANGED323200%$9.7K$9.1K-$5962026-10-15
Decker Retirement Planning Inc.
NEW31—+31——$8.7K—2026-10-19
Arvest Investments, Inc.
INCREASED3122+9+41%$6.7K$8.8K+$2.2K2026-10-21
Zeit Capital LLC
UNCHANGED313100%$9.4K$8.8K-$5782026-10-19
Activest Wealth Management
DECREASED26105-79-75%$31.9K$7.4K-$24.5K2026-10-15
West Branch Capital LLC
UNCHANGED262600%$7.9K$7.4K-$4852026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED202000%$6.1K$5.7K-$3732026-10-07
Sofi Wealth, LLC
UNCHANGED202000%$6.0K$5.6K-$4512026-10-27
Financial Consulate, Inc
NEW16—+16——$4.6K—2026-10-23
Mechanics Financial Corp
UNCHANGED151500%$4.5K$4.3K-$2802026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED121200%$3.5K$3.3K-$2082026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED121200%$3.6K$3.4K-$2232026-11-03
Cedar Mountain Advisors, LLC
DECREASED712-5-42%$3.6K$2.0K-$1.6K2026-10-15
High Point Wealth Management, LLC
UNCHANGED6600%$1.8K$1.7K-$1072026-11-05
Mosley Wealth Management
UNCHANGED6600%$1.8K$1.7K-$912026-10-16
Rosenberg Matthew Hamilton
UNCHANGED6600%$1.8K$1.7K-$1122026-10-05
Putney Financial Group LLC
NEW5—+5——$1.4K—2026-10-30
Frankly Finances, LLC
UNCHANGED5500%$1.5K$1.4K-$942026-10-28
Blume Capital Management, Inc.
UNCHANGED3300%$910$854-$562026-10-26
Eukles Asset Management
UNCHANGED3300%$909$853-$562026-11-04
GoalVest Advisory LLC
UNCHANGED2200%$606$569-$372026-10-02
Peterson Wealth Services
NEW1—+1——$285—2026-10-26
Networth Advisors, LLC
UNCHANGED1100%$304$286-$182026-11-03
FSA Wealth Partners, Inc.
CLOSED015,601-15,601-100%$4.7M$0-$4.7M2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED012,591-12,591-100%$3.8M$0-$3.8M2026-10-14
FDx Advisors, Inc.
CLOSED07,701-7,701-100%$2.3M$0-$2.3M2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED06,137-6,137-100%$1.9M$0-$1.9M2026-10-27
Meridian Investment Counsel Inc.
CLOSED05,444-5,444-100%$1.7M$0-$1.7M2026-10-14
Newport Capital Group, LLC
CLOSED04,090-4,090-100%$1.2M$0-$1.2M2026-10-16
Grange Capital, LLC
CLOSED03,460-3,460-100%$1.0M$0-$1.0M2026-10-20
Sterling Capital Management LLC
CLOSED02,860-2,860-100%$866.9K$0-$866.9K2026-10-22
Jefferies Financial Group Inc.
CLOSED02,304-2,304-100%$698.4K$0-$698.4K2026-11-05
TBH Global Asset Management, LLC
CLOSED01,807-1,807-100%$547.8K$0-$547.8K2026-11-03
Aerodigm Wealth, LLC
CLOSED01,287-1,287-100%$390.1K$0-$390.1K2026-10-16
PCG Asset Management, LLC
CLOSED01,285-1,285-100%$389.5K$0-$389.5K2026-11-05
Tennessee Valley Asset Management Partners
CLOSED01,219-1,219-100%$369.5K$0-$369.5K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
CLOSED01,205-1,205-100%$365.3K$0-$365.3K2026-10-23
Cardinal Point Capital Management ULC
CLOSED01,139-1,139-100%$345.3K$0-$345.3K2026-10-21
Noesis Capital Mangement Corp
CLOSED01,092-1,092-100%$331.0K$0-$331.0K2026-10-26
Wealth Alliance Advisory Group, LLC
CLOSED0903-903-100%$273.7K$0-$273.7K2026-10-14
LifeGoal Investments, LLC
CLOSED0893-893-100%$270.6K$0-$270.6K2026-10-09
Pinion Investment Advisors, LLC
CLOSED0799-799-100%$242.3K$0-$242.3K2026-11-04
TKG Advisors, LLC
CLOSED0785-785-100%$237.9K$0-$237.9K2026-11-02
Norden Group LLC
CLOSED0783-783-100%$237.3K$0-$237.3K2026-10-20
Hengehold Capital Management LLC
CLOSED0754-754-100%$228.6K$0-$228.6K2026-10-16
Nixon Peabody Trust Co
CLOSED0745-745-100%$225.8K$0-$225.8K2026-10-23
Veracity Capital LLC
CLOSED0716-716-100%$217.1K$0-$217.1K2026-10-08
Wlth Capital Management, LLC
CLOSED0710-710-100%$215.2K$0-$215.2K2026-10-20
Quantum Financial Planning Services, Inc.
CLOSED0698-698-100%$211.7K$0-$211.7K2026-10-14
Blankinship & Foster, LLC
CLOSED0697-697-100%$211.3K$0-$211.3K2026-10-19
Ballentine Capital Advisors, Inc
CLOSED0696-696-100%$211.0K$0-$211.0K2026-10-14
Chicago Capital, LLC
CLOSED0693-693-100%$210.1K$0-$210.1K2026-10-13
Clearwave Capital, LLC
CLOSED0692-692-100%$209.8K$0-$209.8K2026-10-27
Alamar Capital Management, LLC
CLOSED0692-692-100%$209.8K$0-$209.8K2026-11-02
Xena Financial Planning, LLC
CLOSED0685-685-100%$207.6K$0-$207.6K2026-10-13
Red Mountain Financial, LLC
CLOSED0683-683-100%$207.1K$0-$207.1K2026-11-03
First City Capital Management, Inc.
CLOSED0681-681-100%$206.4K$0-$206.4K2026-10-27
Clarus Group, Inc.
CLOSED0678-678-100%$205.5K$0-$205.5K2026-10-21
Ledgewood Wealth Advisors, LLC
CLOSED0675-675-100%$204.6K$0-$204.6K2026-10-09
CMH Wealth Management LLC
CLOSED0675-675-100%$204.6K$0-$204.6K2026-10-22
New Perspectives, Inc
CLOSED0674-674-100%$204.3K$0-$204.3K2026-10-14
Citrine Capital LLC
CLOSED0673-673-100%$204.0K$0-$204.0K2026-10-14
Wilkins Miller Wealth Management, LLC
CLOSED0671-671-100%$203.5K$0-$203.5K2026-10-13
Peak Financial Management, Inc.
CLOSED0668-668-100%$202.5K$0-$202.5K2026-10-16
Colonial River Investments, LLC
CLOSED0667-667-100%$202.2K$0-$202.2K2026-10-19
Carrera Capital Advisors
CLOSED0666-666-100%$201.8K$0-$201.8K2026-11-03
Waterway Wealth Management, LLC
CLOSED0666-666-100%$201.9K$0-$201.9K2026-10-28
Parthenon LLC
CLOSED0665-665-100%$201.6K$0-$201.6K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED0649-649-100%$196.9K$0-$196.9K2026-10-26
Founders Capital Management
CLOSED0409-409-100%$124.0K$0-$124.0K2026-10-13
Tucker Asset Management LLC
CLOSED0361-361-100%$109.4K$0-$109.4K2026-10-29
Ironwood Wealth Management, Llc.
CLOSED0342-342-100%$103.7K$0-$103.7K2026-10-28
Robinswood Financial LLC
CLOSED0267-267-100%$81.1K$0-$81.1K2026-10-20
LifeSteps Financial, Inc.
CLOSED0203-203-100%$61.5K$0-$61.5K2026-10-15
Costello Asset Management, Inc
CLOSED096-96-100%$29.1K$0-$29.1K2026-10-30
Spectrum Wealth Advisory Group, LLC
CLOSED080-80-100%$24.3K$0-$24.3K2026-10-29
Pacifica Partners Inc.
CLOSED071-71-100%$21.5K$0-$21.5K2026-10-09
Cornerstone Planning Group LLC
CLOSED061-61-100%$18.1K$0-$18.1K2026-10-16
Rakuten Securities, Inc.
CLOSED032-32-100%$9.7K$0-$9.7K2026-11-02
Midway Capital Research & Management
CLOSED025-25-100%$7.6K$0-$7.6K2026-10-20
Hoey Investments, Inc
CLOSED013-13-100%$3.9K$0-$3.9K2026-10-29
Vision Financial Markets LLC
CLOSED02-2-100%$308$0-$3082026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.3M$1.4M+$178.2K2026-10-29
Bank of America Corp
N/A—21,579,198-21,579,198-100%$6.5B———
Morgan Stanley
N/A—8,094,439-8,094,439-100%$2.5B———
Wells Fargo & Company
N/A—5,112,663-5,112,663-100%$1.5B———
UBS Group AG
N/A—4,139,634-4,139,634-100%$1.3B———
Envestnet Asset Management Inc
N/A—3,935,022-3,935,022-100%$1.2B———
Mercer Global Advisors Inc
N/A—3,420,614-3,420,614-100%$1.0B———
LPL Financial LLC
N/A—3,301,516-3,301,516-100%$1.0B———
Captrust Financial Advisors
N/A—2,914,921-2,914,921-100%$883.6M———
Northwestern Mutual Wealth Management Co
N/A—2,813,902-2,813,902-100%$852.9M———
Jones Financial Companies Lllp
N/A—2,634,215-2,634,215-100%$789.2M———
Mariner, LLC
N/A—2,278,949-2,278,949-100%$690.8M———
Royal Bank of Canada
N/A—2,122,591-2,122,591-100%$643.4M———
Raymond James Financial Inc
N/A—2,062,501-2,062,501-100%$625.2M———
Ameriprise Financial Inc
N/A—2,038,406-2,038,406-100%$618.3M———
PNC Financial Services Group, Inc.
N/A—1,986,263-1,986,263-100%$602.1M———
Goldman Sachs Group Inc
N/A—1,747,986-1,747,986-100%$529.8M———
Wealthfront Advisers LLC
N/A—1,715,012-1,715,012-100%$519.9M———
CIBC Bancorp USA Inc.
N/A—1,585,209-1,585,209-100%$479.9M———
Charles Schwab Investment Management Inc
N/A—1,558,749-1,558,749-100%$472.5M———
Cetera Investment Advisers
N/A—1,267,408-1,267,408-100%$384.2M———
JPMorgan Chase & Co
N/A—1,240,289-1,240,289-100%$373.7M———
Stifel Financial Corp
N/A—1,186,781-1,186,781-100%$359.7M———
FMR LLC
N/A—1,157,296-1,157,296-100%$350.8M———
Osaic Holdings, Inc.
N/A—1,065,927-1,065,927-100%$323.4M———
HighTower Advisors, LLC
N/A—959,311-959,311-100%$290.8M———
Cerity Partners LLC
N/A—930,912-930,912-100%$282.1M———
Glenmede Trust Co NA
N/A—873,688-873,688-100%$264.8M———
Baird Financial Group, Inc.
N/A—844,581-844,581-100%$256.0M———
Wellington Management Group LLP
N/A—787,375-787,375-100%$238.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—785,131-785,131-100%$238.0M———
Bank of Montreal
N/A—745,936-745,936-100%$226.1M———
Davis R M Inc
N/A—616,237-616,237-100%$186.8M———
1832 Asset Management L.P.
N/A—579,086-579,086-100%$175.5M———
Teacher Retirement System of Texas
N/A—567,165-567,165-100%$171.9M———
Vanguard Global Advisers, LLC
N/A—557,087-557,087-100%$168.9M———
Clearstead Advisors, LLC
N/A—522,390-522,390-100%$158.3M———
Moneta Group Investment Advisors LLC
N/A—506,003-506,003-100%$153.4M———
Pathstone Holdings, LLC
N/A—482,252-482,252-100%$146.2M———
Rockefeller Capital Management L.P.
N/A—478,322-478,322-100%$145.0M———
Cbiz Investment Advisory Services, LLC
N/A—476,205-476,205-100%$124.7M———
State Street Corp
N/A—462,337-462,337-100%$140.1M———
MML Investors Services, LLC
N/A—454,602-454,602-100%$137.8M———
Equitable Holdings, Inc.
N/A—419,138-419,138-100%$127.0M———
Peapack Gladstone Financial Corp
N/A—412,077-412,077-100%$124.9M———
Trustmark Bank Trust Department
N/A—395,334-395,334-100%$119.8M———
Baker Avenue Asset Management, LP
N/A—393,762-393,762-100%$119.4M———
Wealthspire Advisors, LLC
N/A—389,955-389,955-100%$118.2M———
Natixis Advisors, LLC
N/A—387,212-387,212-100%$117.4M———
Invictus Private Wealth, LLC
N/A—380,442-380,442-100%$115.3M———
BlackRock, Inc.
N/A—380,254-380,254-100%$115.3M———
Millburn Ridgefield LLC
N/A—354,954-354,954-100%$107.6M———
Merit Financial Group, LLC
N/A—329,358-329,358-100%$99.8M———
Karpus Management, Inc.
N/A—319,556-319,556-100%$96.9M———
M&T Bank Corp
N/A—306,174-306,174-100%$92.8M———
Lincoln National Corp
N/A—293,140-293,140-100%$88.9M———
Jupiter Topco LLC
N/A—281,530-281,530-100%$85.3M———
Focus Partners Wealth
N/A—280,808-280,808-100%$85.1M———
Vista Capital Partners, Inc.
N/A—255,406-255,406-100%$77.4M———
Smithfield Trust Co
N/A—251,979-251,979-100%$76.5M———
Private Advisor Group, LLC
N/A—237,908-237,908-100%$72.1M———
Integrated Wealth Concepts LLC
N/A—237,840-237,840-100%$72.1M———
Sanctuary Advisors, LLC
N/A—236,909-236,909-100%$71.8M———
Savant Capital, LLC
N/A—225,605-225,605-100%$64.4M———
Betterment LLC
N/A—225,580-225,580-100%$68.4M———
Beacon Pointe Advisors, LLC
N/A—225,077-225,077-100%$68.2M———
MAI Capital Management
N/A—224,136-224,136-100%$67.9M———
Wealthquest Corp
N/A—222,880-222,880-100%$67.6M———
NewEdge Advisors, LLC
N/A—219,247-219,247-100%$66.5M———
Janney Montgomery Scott LLC
N/A—216,420-216,420-100%$65.6M———
SCS Capital Management LLC
N/A—215,155-215,155-100%$65.2M———
WIT, LLC
N/A—213,076-213,076-100%$64.6M———
Ellenbecker Investment Group
N/A—199,894-199,894-100%$60.6M———
Coldstream Capital Management Inc
N/A—194,489-194,489-100%$59.0M———
Cary Street Partners Financial LLC
N/A—190,361-190,361-100%$57.7M———
American Trust
N/A—189,427-189,427-100%$57.4M———
Chandler Asset Management, Inc.
N/A—187,220-187,220-100%$56.8M———
&partners
N/A—182,529-182,529-100%$55.3M———
Investments & Financial Planning, LLC
N/A—149,530-149,530-100%$45.3M———
Orion Porfolio Solutions, LLC
N/A—147,448-147,448-100%$44.7M———
Mountain Capital Investment Advisors Inc.
N/A—146,186-146,186-100%$44.3M———
Legacy Financial Group LLC
N/A—137,688-137,688-100%$41.7M———
Northern Trust Corp
N/A—132,415-132,415-100%$40.1M———
Waverly Advisors, LLC
N/A—127,397-127,397-100%$38.6M———
Pure Financial Advisors, LLC
N/A—126,112-126,112-100%$38.2M———
AQR Capital Management LLC
N/A—125,108-125,108-100%$37.9M———
Elm Partners Management LLC
N/A—124,998-124,998-100%$37.9M———
Bessemer Group Inc
N/A—122,573-122,573-100%$37.2M———
JDM Financial Group LLC
N/A—120,569-120,569-100%$13.6M———
Steward Partners Investment Advisory, LLC
N/A—119,902-119,902-100%$36.3M———
Huntington National Bank
N/A—119,327-119,327-100%$36.2M———
Circle Wealth Management, LLC
N/A—117,586-117,586-100%$35.6M———
NewEdge Wealth, LLC
N/A—117,108-117,108-100%$35.5M———
Summit Financial, LLC
N/A—116,926-116,926-100%$35.4M———
Arax Advisory Partners
N/A—116,555-116,555-100%$35.3M———
United Capital Financial Advisors, LLC
N/A—115,463-115,463-100%$35.0M———
ST Germain D J Co Inc
N/A—115,437-115,437-100%$35.0M———
CreativeOne Wealth, LLC
N/A—114,328-114,328-100%$34.7M———
Vanguard Advisers Inc
N/A—114,139-114,139-100%$34.6M———
Composition Wealth, LLC
N/A—112,791-112,791-100%$34.2M———
Leavell Investment Management, Inc.
N/A—110,711-110,711-100%$33.6M———
EP Wealth Advisors, LLC
N/A—109,265-109,265-100%$33.1M———
Bank of Hawaii
N/A—108,559-108,559-100%$32.9M———
Manning & Napier Advisors LLC
N/A—102,876-102,876-100%$31.2M———
Stephens Inc
N/A—100,816-100,816-100%$30.6M———
Focus Partners Advisor Solutions, LLC
N/A—100,534-100,534-100%$30.5M———
First Manhattan Co. Llc.
N/A—99,194-99,194-100%$30.1M———
TRB Wealth Management, LLC
N/A—98,465-98,465-100%$29.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—95,164-95,164-100%$28.8M———
Bleakley Financial Group, LLC
N/A—91,884-91,884-100%$27.9M———
Brown Advisory Inc
N/A—91,350-91,350-100%$27.7M———
Quantinno Capital Management LP
N/A—91,129-91,129-100%$27.6M———
Summit Trail Advisors, LLC
N/A—87,486-87,486-100%$26.5M———
Ellevest, Inc.
N/A—86,654-86,654-100%$12.9M———
Ameritas Advisory Services, LLC
N/A—86,317-86,317-100%$26.2M———
Tidal Investments LLC
N/A—85,747-85,747-100%$26.0M———
Crewe Advisors LLC
N/A—85,513-85,513-100%$25.9M———
QRG Capital Management, Inc.
N/A—84,191-84,191-100%$25.5M———
Financial Engines Advisors L.L.C.
N/A—84,171-84,171-100%$25.5M———
Cresset Asset Management, LLC
N/A—81,665-81,665-100%$24.8M———
Strategic Investment Advisors / MI
N/A—78,810-78,810-100%$23.9M———
SAM Advisors, LLC
N/A—74,596-74,596-100%$22.6M———
O'shaughnessy Asset Management, LLC
N/A—74,541-74,541-100%$22.6M———
Johnson Investment Counsel Inc
N/A—74,060-74,060-100%$22.4M———
Alliancebernstein L.P.
N/A—73,740-73,740-100%$19.3M———
Blair William & Co
N/A—73,321-73,321-100%$22.2M———
Great Valley Advisor Group, Inc.
N/A—71,790-71,790-100%$21.8M———
OneAscent Financial Services LLC
N/A—71,522-71,522-100%$21.7M———
Wealthspire Retirement, LLC
N/A—70,589-70,589-100%$21.4M———
World Investment Advisors
N/A—69,190-69,190-100%$18.5M———
Golden Road Advisors LLC
N/A—68,897-68,897-100%$20.9M———
Bradley Foster & Sargent Inc
N/A—67,606-67,606-100%$20.5M———
Capital Group Private Client Services, Inc.
N/A—66,281-66,281-100%$20.1M———
Drucker Wealth 3.0, LLC
N/A—65,708-65,708-100%$19.9M———
Dunhill Financial, LLC
N/A—65,265-65,265-100%$19.8M———
Whittier Trust Co of Nevada Inc
N/A—63,557-63,557-100%$19.0M———
Performance Wealth Partners, LLC
N/A—62,311-62,311-100%$18.9M———
Burling Wealth Partners, LLC
N/A—62,242-62,242-100%$18.9M———
Nelson Capital Management, LLC
N/A—61,952-61,952-100%$18.8M———
Allworth Financial LP
N/A—61,660-61,660-100%$18.7M———
Tribridge Partners Financial LLC
N/A—60,827-60,827-100%$18.1M———
Plum Street Advisors, LLC
N/A—57,507-57,507-100%$17.4M———
Susquehanna International Group, LLP
N/A—57,356-57,356-100%$17.4M———
Savvy Advisors, Inc.
N/A—57,241-57,241-100%$17.4M———
Berkshire Asset Management LLC
N/A—56,738-56,738-100%$17.2M———
UBS Asset Management Americas LLC
N/A—56,075-56,075-100%$17.0M———
Nicolet Bankshares Inc
N/A—55,781-55,781-100%$16.9M———
White Wing Wealth Management
N/A—55,140-55,140-100%$16.7M———
VSM Wealth Advisory, LLC
N/A—54,504-54,504-100%$16.5M———
Vestmark Advisory Solutions, Inc.
N/A—53,772-53,772-100%$16.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—52,877-52,877-100%$16.0M———
Envestnet Portfolio Solutions, Inc.
N/A—52,796-52,796-100%$16.0M———
Jane Street Group, LLC
N/A—52,260-52,260-100%$15.8M———
Ballentine Partners, LLC
N/A—51,611-51,611-100%$15.6M———
Asset Management Group, Inc.
N/A—51,437-51,437-100%$15.6M———
Tiaa Trust, National Association
N/A—50,141-50,141-100%$15.2M———
Capital Advisors Inc
N/A—49,597-49,597-100%$15.0M———
Staley Capital Advisers Inc
N/A—48,967-48,967-100%$14.8M———
Dakota Wealth Management
N/A—48,621-48,621-100%$14.7M———
NorthRock Partners, LLC
N/A—48,519-48,519-100%$14.7M———
Vawter Financial, Ltd.
N/A—47,551-47,551-100%$14.4M———
Stratos Wealth Partners, Ltd.
N/A—47,272-47,272-100%$14.3M———
Earned Wealth Advisors, LLC
N/A—47,145-47,145-100%$14.3M———
Bartlett & Co. Wealth Management LLC
N/A—47,096-47,096-100%$14.3M———
GeoWealth Management, LLC
N/A—46,634-46,634-100%$14.1M———
Caprock Group, LLC
N/A—46,461-46,461-100%$14.1M———
Whittier Trust Co
N/A—46,237-46,237-100%$13.9M———
Apriem Advisors
N/A—45,306-45,306-100%$13.7M———
Benjamin Edwards Inc
N/A—45,016-45,016-100%$13.7M———
NI Acquisitions Company, LLC
N/A—44,993-44,993-100%$13.6M———
RWA Wealth Partners, LLC
N/A—44,329-44,329-100%$13.4M———
Fiduciary Wealth Partners, LLC
N/A—44,238-44,238-100%$13.4M———
IMA Advisory Services, Inc.
N/A—43,393-43,393-100%$13.2M———
Red Wave Investments LLC
N/A—42,690-42,690-100%$12.9M———
Commerce Bank
N/A—42,300-42,300-100%$12.8M———
Harbour Investments, Inc.
N/A—42,273-42,273-100%$12.8M———
Principal Securities, Inc.
N/A—40,765-40,765-100%$12.4M———
TD Capital Management LLC
N/A—40,087-40,087-100%$12.2M———
Bridges Investment Management Inc
N/A—39,944-39,944-100%$12.1M———
Smartleaf Asset Management LLC
N/A—39,554-39,554-100%$11.9M———
Gotham Asset Management, LLC
N/A—39,553-39,553-100%$12.0M———
Napier Financial, LLC
N/A—39,347-39,347-100%$11.9M———
OneDigital Investment Advisors LLC
N/A—38,563-38,563-100%$11.7M———
Wealth Management Strategies, Inc.
N/A—38,346-38,346-100%$11.6M———
SouthState Bank Corp
N/A—37,529-37,529-100%$11.4M———
Field & Main Bank
N/A—37,250-37,250-100%$11.3M———
BOK Financial Private Wealth, Inc.
N/A—36,657-36,657-100%$11.1M———
Valmark Advisers, Inc.
N/A—35,919-35,919-100%$10.9M———
Peak Retirement Planning, Inc.
N/A—35,246-35,246-100%$10.7M———
Sand Hill Global Advisors, LLC
N/A—34,748-34,748-100%$10.5M———
Goldstone Financial Group, LLC
N/A—34,639-34,639-100%$10.5M———
Evolution Advisers, Inc.
N/A—33,903-33,903-100%$10.3M———
Roundview Capital LLC
N/A—33,838-33,838-100%$10.3M———
Sovereign Financial Group, Inc.
N/A—33,141-33,141-100%$10.0M———
Empower Advisory Group, LLC
N/A—33,099-33,099-100%$10.0M———
Sandy Cove Advisors, LLC
N/A—33,062-33,062-100%$10.0M———
Franklin Resources Inc
N/A—31,909-31,909-100%$9.7M———
Wescap Management Group, Inc.
N/A—31,749-31,749-100%$9.6M———
Haverford Trust Co
N/A—31,727-31,727-100%$9.6M———
Elite Financial, Inc.
N/A—31,678-31,678-100%$9.6M———
Cozad Asset Management Inc
N/A—31,578-31,578-100%$9.6M———
Mutual Advisors, LLC
N/A—31,479-31,479-100%$9.5M———
Meeder Advisory Services, Inc.
N/A—31,348-31,348-100%$9.5M———
Harbor Advisory Corp
N/A—30,823-30,823-100%$9.3M———
Texas Yale Capital Corp.
N/A—30,598-30,598-100%$9.3M———
Lazard Asset Management LLC
N/A—30,544-30,544-100%$9.3M———
Ancora Advisors LLCA
N/A—30,370-30,370-100%$9.2M———
Westwood Holdings Group Inc
N/A—30,334-30,334-100%$9.2M———
Rehmann Capital Advisory Group
N/A—30,310-30,310-100%$9.2M———
Global Retirement Partners, LLC
N/A—30,301-30,301-100%$9.2M———
Retirement Management Systems Inc.
N/A—29,290-29,290-100%$8.9M———
Fiduciary Trust Co
N/A—29,126-29,126-100%$8.8M———
Arkos Global Advisors
N/A—29,112-29,112-100%$8.8M———
Logan Capital Management Inc
N/A—29,057-29,057-100%$8.8M———
Nwam LLC
N/A—28,847-28,847-100%$8.7M———
Gateway Wealth Partners, LLC
N/A—28,604-28,604-100%$8.7M———
Atlantic Union Bankshares Corp
N/A—28,564-28,564-100%$8.7M———
Essex Financial Services, Inc.
N/A—28,115-28,115-100%$8.5M———
Signal Tree Financial Partners LLC
N/A—27,713-27,713-100%$8.4M———
Prepared Retirement Institute LLC
N/A—27,121-27,121-100%$8.2M———
Duncan Williams Asset Management, LLC
N/A—27,067-27,067-100%$8.2M———
CSM Advisors, LLC
N/A—27,044-27,044-100%$8.2M———
Snowden Capital Advisors LLC
N/A—26,841-26,841-100%$8.1M———
Sequoia Financial Advisors, LLC
N/A—26,593-26,593-100%$8.1M———
Continuum Advisory, LLC
N/A—26,197-26,197-100%$7.9M———
Level Four Advisory Services, LLC
N/A—25,525-25,525-100%$7.7M———
IEQ Capital, LLC
N/A—25,482-25,482-100%$7.7M———
Argent Trust Co
N/A—25,249-25,249-100%$7.7M———
Belpointe Asset Management LLC
N/A—24,759-24,759-100%$7.5M———
Aptus Capital Advisors, LLC
N/A—24,586-24,586-100%$7.5M———
Brightwater Advisory LLC
N/A—24,551-24,551-100%$7.4M———
Pinnacle Financial Partners, Inc.
N/A—24,536-24,536-100%$7.4M———
Ruggaard & Associates LLC
N/A—24,486-24,486-100%$7.4M———
Carr Financial Group Corp
N/A—24,369-24,369-100%$7.4M———
Kera Capital Partners, Inc.
N/A—24,023-24,023-100%$7.3M———
Quest Investment Management LLC
N/A—23,835-23,835-100%$7.2M———
Xcelsior Advisor Partners LLC
N/A—23,535-23,535-100%$7.1M———
Christine Messmer PC
N/A—23,406-23,406-100%$7.1M———
Fiducient Advisors LLC
N/A—23,231-23,231-100%$7.0M———
Baron Silver Stevens Financial Advisors, LLC
N/A—23,077-23,077-100%$7.0M———
Stonebridge Capital Advisors LLC
N/A—23,075-23,075-100%$7.0M———
Evercore Wealth Management, LLC
N/A—23,028-23,028-100%$7.0M———
Winthrop Partners - WNY, LLC
N/A—22,883-22,883-100%$6.9M———
BTG Pactual Asset Management US LLC
N/A—22,833-22,833-100%$6.9M———
Modern Wealth Management, LLC
N/A—22,464-22,464-100%$6.8M———
Keystone Financial Group
N/A—22,348-22,348-100%$6.8M———
American Investment Services, Inc.
N/A—22,163-22,163-100%$6.7M———
Webster Bank, N. A.
N/A—22,042-22,042-100%$6.7M———
Freestone Capital Holdings, LLC
N/A—21,985-21,985-100%$6.7M———
Ausdal Financial Partners, Inc.
N/A—21,943-21,943-100%$6.7M———
Headinvest, LLC
N/A—21,517-21,517-100%$6.5M———
Brand Asset Management Group, Inc.
N/A—21,466-21,466-100%$6.5M———
Vanguard National Trust Co
N/A—21,399-21,399-100%$6.5M———
Carter Financial, LLC
N/A—21,353-21,353-100%$6.5M———
Fortis Capital Advisors, LLC
N/A—21,342-21,342-100%$6.5M———
One Capital Management, LLC
N/A—21,145-21,145-100%$5.5M———
Kingsview Wealth Management, LLC
N/A—21,005-21,005-100%$6.4M———
Condor Capital Management
N/A—20,889-20,889-100%$6.3M———
JMG Financial Group, Ltd.
N/A—20,676-20,676-100%$6.3M———
Keyvantage Wealth, LLC
N/A—20,578-20,578-100%$6.2M———
Rialto Wealth Management, LLC
N/A—20,407-20,407-100%$6.2M———
Balanced Wealth Group LLC
N/A—19,620-19,620-100%$5.9M———
Advisory Services Network, LLC
N/A—19,601-19,601-100%$5.9M———
American Alpha Advisors, LLC
N/A—19,479-19,479-100%$5.9M———
SageView Advisory Group, LLC
N/A—19,246-19,246-100%$5.8M———
Wilson & Boucher Capital Management, LLC
N/A—19,197-19,197-100%$5.8M———
Warner Financial, Inc
N/A—18,416-18,416-100%$5.6M———
Connable Office Inc
N/A—18,409-18,409-100%$5.6M———
Veridan Wealth LLC
N/A—18,406-18,406-100%$5.6M———
Mayport, LLC
N/A—18,285-18,285-100%$5.5M———
Strategic Investment Solutions, Inc.
N/A—18,088-18,088-100%$5.5M———
Arkadios Wealth Advisors
N/A—17,971-17,971-100%$5.4M———
IF Advisors, LLC
N/A—17,683-17,683-100%$5.4M———
Frazier Financial Advisors, LLC
N/A—17,683-17,683-100%$5.4M———
RiverGlades Family Offices LLC
N/A—17,492-17,492-100%$5.3M———
Meramec Financial Planners, LLC
N/A—17,358-17,358-100%$5.2M———
AE Wealth Management LLC
N/A—17,293-17,293-100%$5.2M———
Beacon Bridge Wealth Partners, LLC
N/A—16,889-16,889-100%$5.1M———
Thoroughbred Financial Services, LLC
N/A—16,802-16,802-100%$5.1M———
United Bank
N/A—16,676-16,676-100%$5.1M———
Magnolia Capital Advisors LLC
N/A—16,604-16,604-100%$5.0M———
Hopwood Nicholas Hunter
N/A—16,229-16,229-100%$4.9M———
Fidelis Capital Partners, LLC
N/A—16,212-16,212-100%$4.9M———
Fort Point Capital Partners LLC
N/A—16,043-16,043-100%$4.9M———
Nuveen, LLC
N/A—15,984-15,984-100%$4.8M———
Maripau Wealth Management LLC
N/A—15,652-15,652-100%$4.8M———
Johnson Financial Group, Inc.
N/A—15,468-15,468-100%$4.7M———
Zhang Financial LLC
N/A—15,440-15,440-100%$4.7M———
Roble, Belko & Company, Inc
N/A—15,410-15,410-100%$4.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—15,040-15,040-100%$4.6M———
GenTrust, LLC
N/A—14,619-14,619-100%$4.4M———
Ameritas Investment Partners, Inc.
N/A—14,533-14,533-100%$4.4M———
Cary Street Partners Investment Advisory LLC
N/A—14,483-14,483-100%$4.4M———
Timmons Wealth Management, LLC
N/A—14,426-14,426-100%$4.4M———
Liberty Square Wealth Partners LLC
N/A—14,426-14,426-100%$4.4M———
Cordant, Inc.
N/A—14,398-14,398-100%$4.4M———
Tortoise Investment Management, LLC
N/A—14,367-14,367-100%$4.4M———
Greenwich Wealth Management LLC
N/A—14,362-14,362-100%$4.4M———
Financial Freedom, LLC
N/A—14,252-14,252-100%$4.3M———
Rathbones Group PLC
N/A—14,247-14,247-100%$4.3M———
Chilton Investment Co Inc.
N/A—14,202-14,202-100%$4.3M———
IHT Wealth Management, LLC
N/A—13,892-13,892-100%$4.2M———
Aegis Wealth Management LLC
N/A—13,880-13,880-100%$4.2M———
Great Lakes Advisors, LLC
N/A—13,817-13,817-100%$4.2M———
Evergreen Wealth Management, LLC
N/A—13,673-13,673-100%$4.1M———
Wealth Alliance, LLC
N/A—13,650-13,650-100%$4.1M———
Checchi Capital Advisers, LLC
N/A—13,487-13,487-100%$4.1M———
Ironwood Investment Counsel, LLC
N/A—13,467-13,467-100%$4.1M———
Gladstone Institutional Advisory LLC
N/A—13,337-13,337-100%$4.0M———
XTX Topco Ltd
N/A—13,277-13,277-100%$4.0M———
Atlas Legacy Advisors, LLC
N/A—13,249-13,249-100%$4.0M———
Petix & Botte Co
N/A—13,237-13,237-100%$4.0M———
Minot DeBlois Advisors LLC
N/A—13,159-13,159-100%$4.0M———
Regal Investment Advisors LLC
N/A—13,019-13,019-100%$3.9M———
Hall Capital Management Co Inc
N/A—13,015-13,015-100%$3.9M———
SEI Investments Co
N/A—12,975-12,975-100%$3.9M———
N.E.W. Advisory Services LLC
N/A—12,862-12,862-100%$3.9M———
Causey Wealth LLC
N/A—12,851-12,851-100%$3.9M———
Bragg Financial Advisors, Inc
N/A—12,801-12,801-100%$3.9M———
Tandem Financial, LLC
N/A—12,742-12,742-100%$3.9M———
Marble Harbor Investment Counsel, LLC
N/A—12,662-12,662-100%$3.8M———
Horizon Family Wealth, Inc.
N/A—12,510-12,510-100%$3.8M———
Edmond de Rothschild Holding S.A.
N/A—12,500-12,500-100%$3.8M———
HighPoint Advisor Group LLC
N/A—12,357-12,357-100%$3.7M———
Capital Analysts, LLC
N/A—12,255-12,255-100%$3.7M———
Astoria Strategic Wealth, Inc.
N/A—12,038-12,038-100%$3.6M———
Brown Brothers Harriman & Co
N/A—11,902-11,902-100%$3.6M———
Wick Capital Partners, LLC
N/A—11,896-11,896-100%$3.6M———
Spartan Wealth Advisory Services LLC
N/A—11,850-11,850-100%$3.6M———
Investment Advisory Group, LLC
N/A—11,793-11,793-100%$3.6M———
Daniel Investment Group, Inc.
N/A—11,725-11,725-100%$3.6M———
Diversified Trust Co
N/A—11,585-11,585-100%$3.5M———
Hexagon Capital Partners LLC
N/A—11,557-11,557-100%$3.5M———
PAX Financial Group, LLC
N/A—11,555-11,555-100%$3.5M———
First National Bank of Omaha
N/A—11,470-11,470-100%$3.5M———
Kirtland Hills Capital Management, LLC
N/A—11,457-11,457-100%$3.5M———
Tailwinds Wealth, LLC
N/A—11,413-11,413-100%$3.5M———
Alesco Advisors, LLC, An ESL Co
N/A—11,365-11,365-100%$3.4M———
Smith, Moore & Co.
N/A—11,228-11,228-100%$3.4M———
Pitcairn Wealth Advisors LLC
N/A—11,122-11,122-100%$3.4M———
Michelson Medical Research Foundation, Inc.
N/A—11,010-11,010-100%$3.3M———
McNamara Financial Services, Inc.
N/A—10,977-10,977-100%$3.3M———
Maridea Wealth Management LLC
N/A—10,847-10,847-100%$3.3M———
Summit Wealth Partners, LLC
N/A—10,831-10,831-100%$3.3M———
Intrinsic Value Partners, LLC
N/A—10,785-10,785-100%$3.3M———
Choate Investment Advisors
N/A—10,744-10,744-100%$3.3M———
Heritage Trust Co
N/A—10,600-10,600-100%$3.2M———
Planwiser Financial, LLC
N/A—10,599-10,599-100%$3.2M———
Osbon Capital Management LLC
N/A—10,589-10,589-100%$3.2M———
Octavia Wealth Advisors, LLC
N/A—10,548-10,548-100%$3.2M———
Columbia River Financial Group, LLC
N/A—10,534-10,534-100%$3.2M———
BTC Capital Management, Inc.
N/A—10,526-10,526-100%$3.2M———
Pacific Financial Group Inc
N/A—10,385-10,385-100%$3.1M———
Brookwood Investment Group LLC
N/A—10,262-10,262-100%$3.1M———
Simmons Bank
N/A—10,244-10,244-100%$3.1M———
Oxford Financial Group, Ltd. LLC
N/A—10,201-10,201-100%$3.1M———
Fiduciary Financial Advisors
N/A—10,082-10,082-100%$3.1M———
Legacy Edge Advisors, LLC
N/A—10,056-10,056-100%$3.0M———
Northstar Financial Companies, Inc.
N/A—10,019-10,019-100%$3.0M———
Nvest Financial, LLC
N/A—9,983-9,983-100%$3.0M———
Leo H. Evart, Inc.
N/A—9,876-9,876-100%$3.0M———
Summit Wealth & Retirement Planning, Inc.
N/A—9,754-9,754-100%$3.0M———
Guardian Wealth Advisors, LLC / NC
N/A—9,672-9,672-100%$2.9M———
Scotia Capital Inc.
N/A—9,663-9,663-100%$2.9M———
Foundations Investment Advisors, LLC
N/A—9,642-9,642-100%$2.9M———
Wealthspan Partners, LLC
N/A—9,520-9,520-100%$2.9M———
Operose Advisors LLC
N/A—9,480-9,480-100%$2.9M———
Western Wealth Management, LLC
N/A—9,466-9,466-100%$2.9M———
Callan Family Office, LLC
N/A—9,454-9,454-100%$2.9M———
Mission Creek Capital Partners, Inc.
N/A—9,300-9,300-100%$2.8M———
Kintra Wealth, LLC
N/A—9,021-9,021-100%$2.8M———
49 Wealth Management, LLC
N/A—8,928-8,928-100%$2.7M———
Alongside, LLC
N/A—8,928-8,928-100%$2.7M———
Keel Point, LLC
N/A—8,924-8,924-100%$2.7M———
PFG Investments, LLC
N/A—8,908-8,908-100%$2.7M———
Strategies Wealth Advisors, LLC
N/A—8,880-8,880-100%$2.7M———
Dorsey & Whitney Trust Co LLC
N/A—8,707-8,707-100%$2.6M———
Optas, LLC
N/A—8,656-8,656-100%$2.6M———
BCS Private Wealth Management, Inc.
N/A—8,529-8,529-100%$2.6M———
Empowered Funds, LLC
N/A—8,415-8,415-100%$2.6M———
VestGen Investment Management
N/A—8,357-8,357-100%$2.5M———
Boston Research & Management Inc
N/A—8,343-8,343-100%$2.5M———
AssuredPartners Investment Advisors, LLC
N/A—8,339-8,339-100%$2.5M———
Advisors Capital Management, LLC
N/A—8,310-8,310-100%$2.5M———
TPG Financial Advisors, LLC
N/A—8,301-8,301-100%$2.5M———
Pine Valley Investments Ltd Liability Co
N/A—8,215-8,215-100%$2.5M———
Bluespring Wealth Management, LLC
N/A—8,209-8,209-100%$2.5M———
Stock Yards Bank & Trust Co
N/A—8,142-8,142-100%$2.5M———
Beaird Harris Wealth Management, LLC
N/A—8,032-8,032-100%$2.4M———
Rhumbline Advisers
N/A—8,015-8,015-100%$2.4M———
Silvercrest Asset Management Group LLC
N/A—7,956-7,956-100%$2.4M———
SOA Wealth Advisors, Llc.
N/A—7,918-7,918-100%$2.4M———
Canal Capital Management, LLC
N/A—7,916-7,916-100%$2.4M———
Cornerstone Advisors Asset Management, LLC
N/A—7,880-7,880-100%$2.4M———
Tower Bridge Advisors
N/A—7,730-7,730-100%$2.3M———
Peak Asset Management, LLC
N/A—7,616-7,616-100%$2.3M———
LifePlan Investment Advisors, Inc.
N/A—7,611-7,611-100%$2.3M———
Neuberger Berman Group LLC
N/A—7,579-7,579-100%$2.3M———
Steffes Financial, Ltd.
N/A—7,578-7,578-100%$2.3M———
Sierra Capital LLC
N/A—7,550-7,550-100%$2.3M———
Rockbridge Investment Management, LCC
N/A—7,343-7,343-100%$2.2M———
New England Asset Management Inc
N/A—7,340-7,340-100%$2.2M———
OFC Financial Planning, LLC
N/A—7,188-7,188-100%$2.2M———
Private Wealth Advisors, LLC
N/A—7,173-7,173-100%$2.2M———
Colonial Trust Co / SC
N/A—7,115-7,115-100%$2.2M———
GW&K Investment Management, LLC
N/A—7,101-7,101-100%$2.2M———
Bearing Point Capital, LLC
N/A—7,079-7,079-100%$2.1M———
Kovack Advisors, Inc.
N/A—7,023-7,023-100%$2.1M———
Cahill Financial Advisors Inc
N/A—6,964-6,964-100%$2.1M———
Bridgewealth Advisory Group, LLC
N/A—6,941-6,941-100%$2.1M———
Carl P. Sherr & Co., LLC
N/A—6,911-6,911-100%$2.1M———
Tillman Hartley LLC
N/A—6,906-6,906-100%$2.1M———
SVB Wealth LLC
N/A—6,874-6,874-100%$2.1M———
Sanchez Levi Garrett
N/A—6,831-6,831-100%$2.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,814-6,814-100%$2.1M———
Berger Financial Group, Inc
N/A—6,807-6,807-100%$2.1M———
SHP Wealth Management
N/A—6,752-6,752-100%$2.0M———
Flputnam Investment Management Co
N/A—6,748-6,748-100%$2.0M———
Geneos Wealth Management Inc.
N/A—6,744-6,744-100%$2.0M———
Partners in Financial Planning
N/A—6,723-6,723-100%$2.0M———
Strategic Advisory Partners, LLC
N/A—6,666-6,666-100%$2.0M———
Perennial Investment Advisors, LLC
N/A—6,655-6,655-100%$2.0M———
Anchor Investment Management, LLC
N/A—6,650-6,650-100%$2.0M———
Fi3 Financial Advisors, LLC
N/A—6,617-6,617-100%$4.5M———
Lowe Brockenbrough & Co Inc
N/A—6,607-6,607-100%$2.0M———
Opus Financial Solutions LLC
N/A—6,557-6,557-100%$2.0M———
Muirfield Wealth Advisors LLC
N/A—6,483-6,483-100%$2.0M———
Pacific SUN Financial Corp
N/A—6,474-6,474-100%$2.0M———
Patron Partners, LLC
N/A—6,468-6,468-100%$2.0M———
Storen Legacy Partners, LLC
N/A—6,408-6,408-100%$1.9M———
Westview Management dba Westview Investment Advisors
N/A—6,407-6,407-100%$1.9M———
CIBC World Market Inc.
N/A—6,397-6,397-100%$1.9M———
Manufacturers Life Insurance Company, the
N/A—6,377-6,377-100%$1.9M———
Wiser Advisor Group LLC
N/A—6,294-6,294-100%$1.9M———
Dimension Capital Management LLC
N/A—6,275-6,275-100%$1.9M———
Seven Springs Wealth Group, LLC
N/A—6,171-6,171-100%$1.9M———
Berkeley Capital Partners, LLC
N/A—6,150-6,150-100%$1.9M———
Strategic Wealth Advisors LLC
N/A—6,133-6,133-100%$1.6K———
Luminist Capital LLC
N/A—6,127-6,127-100%$1.9M———
C M Bidwell & Associates LTD
N/A—6,036-6,036-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—6,000-6,000-100%$1.8M———
Consultiva Wealth Management, Corp.
N/A—5,945-5,945-100%$1.8M———
Star Financial Bank
N/A—5,917-5,917-100%$1.8M———
Dogwood Wealth Management LLC
N/A—5,863-5,863-100%$1.8M———
Timbuktu Capital Management, LLC
N/A—5,842-5,842-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—5,832-5,832-100%$1.8M———
Madden Advisory Services, Inc.
N/A—5,766-5,766-100%$1.7M———
Cascade Financial Partners, LLC
N/A—5,744-5,744-100%$1.7M———
Trivium Point Advisory, LLC
N/A—5,668-5,668-100%$1.7M———
Aberdeen Wealth Management LLC
N/A—5,568-5,568-100%$1.7M———
Amara Financial, Llc.
N/A—5,562-5,562-100%$1.7M———
Hilltop Holdings Inc.
N/A—5,505-5,505-100%$1.7M———
Marshall Financial Group, LLC
N/A—5,482-5,482-100%$1.7M———
Range Advisory, LLC
N/A—5,472-5,472-100%$1.7M———
King Wealth Management Group
N/A—5,381-5,381-100%$1.6M———
BFC Planning, Inc.
N/A—5,368-5,368-100%$1.6M———
M3 Advisory Group, LLC
N/A—5,360-5,360-100%$1.6M———
GTS Securities LLC
N/A—5,358-5,358-100%$1.6M———
Ranch Capital Advisors Inc.
N/A—5,328-5,328-100%$1.6M———
Topsail Wealth Management, LLC
N/A—5,295-5,295-100%$1.6M———
Oak Wealth Advisors LLC
N/A—5,294-5,294-100%$1.6M———
JHP Wealth Management, LLC
N/A—5,205-5,205-100%$1.6M———
Russell Investments Group, Ltd.
N/A—5,159-5,159-100%$1.6M———
Mairs & Power Inc
N/A—5,114-5,114-100%$1.6M———
Mayflower Financial Advisors, LLC
N/A—5,110-5,110-100%$1.5M———
Atlas Capital Advisors Inc.
N/A—5,089-5,089-100%$1.5M———
O'rourke & Company, Inc
N/A—4,994-4,994-100%$1.5M———
Addison Capital Co
N/A—4,943-4,943-100%$1.5M———
Talon Private Wealth, LLC
N/A—4,927-4,927-100%$1.5M———
Camelot Portfolios, LLC
N/A—4,903-4,903-100%$1.5M———
MorganRosel Wealth Management, LLC
N/A—4,897-4,897-100%$1.5M———
Twin Focus Capital Partners, LLC
N/A—4,894-4,894-100%$1.5M———
Strategic Financial Partners, Ltd.
N/A—4,883-4,883-100%$1.5M———
Graney & King, LLC
N/A—4,838-4,838-100%$1.5M———
Truvestments Capital LLC
N/A—4,787-4,787-100%$1.3M———
NorthStar Asset Management LLC
N/A—4,775-4,775-100%$1.4M———
Kiley Juergens Wealth Management, LLC
N/A—4,670-4,670-100%$1.4M———
Sargent Investment Group, LLC
N/A—4,651-4,651-100%$1.4M———
Trevian Wealth Management LLC
N/A—4,644-4,644-100%$1.4M———
Liberty Wealth Management LLC
N/A—4,642-4,642-100%$1.2M———
Pallas Capital Advisors LLC
N/A—4,596-4,596-100%$1.4M———
1ST Source Bank
N/A—4,584-4,584-100%$1.4M———
National Bank of Canada
N/A—4,580-4,580-100%$1.4M———
Bedel Financial Consulting, Inc.
N/A—4,557-4,557-100%$1.4M———
Roehl & Yi Investment Advisors, LLC
N/A—4,518-4,518-100%$716.0K———
ATLas Financial Planning LLC
N/A—4,507-4,507-100%$1.4M———
Oxbow Advisors, LLC
N/A—4,484-4,484-100%$1.4M———
National Philanthropic Trust
N/A—4,474-4,474-100%$1.4M———
Granite Bay Wealth Management, LLC
N/A—4,450-4,450-100%$1.3M———
Ascent Advisors, LLC
N/A—4,442-4,442-100%$1.3M———
Vista Investment Management
N/A—4,433-4,433-100%$1.3M———
Corsicana & Co.
N/A—4,432-4,432-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—4,398-4,398-100%$1.3M———
Fisher Asset Management, LLC
N/A—4,376-4,376-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—4,355-4,355-100%$1.3M———
Centaurus Financial, Inc.
N/A—4,341-4,341-100%$1.3M———
Cannon Wealth Management Services, LLC
N/A—4,331-4,331-100%$1.3M———
Catalyst Financial Partners LLC
N/A—4,302-4,302-100%$1.3M———
Bank of Marin
N/A—4,300-4,300-100%$1.3M———
Founders Financial Alliance, LLC
N/A—4,273-4,273-100%$1.3M———
Stillwater Capital Advisors, LLC
N/A—4,250-4,250-100%$1.3M———
Merrithew & Thorsten Inc
N/A—4,194-4,194-100%$1.3M———
Arrowroot Family Office, LLC
N/A—4,167-4,167-100%$1.3M———
Independent Advisor Alliance
N/A—4,135-4,135-100%$1.3M———
Security National Bank of SO DAK
N/A—4,110-4,110-100%$1.2M———
Strategic Financial Concepts, LLC
N/A—4,090-4,090-100%$1.2M———
Orcam Financial Group
N/A—4,073-4,073-100%$1.2M———
Fiera Capital Corp
N/A—4,071-4,071-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—4,056-4,056-100%$964.7K———
Rosenblum Silverman Sutton S F Inc
N/A—4,048-4,048-100%$1.2M———
JAG Capital Management, LLC
N/A—4,045-4,045-100%$1.2M———
Financial Advisors Network, Inc.
N/A—3,973-3,973-100%$1.2M———
Madison Wealth Partners, Inc
N/A—3,942-3,942-100%$1.2M———
Mosaic Family Wealth Partners, LLC
N/A—3,940-3,940-100%$1.2M———
Geometric Wealth Advisors
N/A—3,938-3,938-100%$1.2M———
Disciplined Investments, LLC
N/A—3,931-3,931-100%$1.2M———
Millington Financial Advisors, LLC
N/A—3,930-3,930-100%$1.2M———
Modus Advisors, LLC
N/A—3,924-3,924-100%$1.2M———
Brio Consultants, LLC
N/A—3,922-3,922-100%$1.2M———
Tudor Investment Corp ET AL
N/A—3,863-3,863-100%$1.2M———
Twin Peaks Wealth Advisors, LLC
N/A—3,840-3,840-100%$1.2M———
Syon Capital LLC
N/A—3,833-3,833-100%$1.2M———
Libra Wealth LLC
N/A—3,797-3,797-100%$1.2M———
Integrity Wealth Solutions LLC
N/A—3,785-3,785-100%$1.1M———
Prospect Financial Services LLC
N/A—3,748-3,748-100%$1.1M———
Keewaydin Investments LLC
N/A—3,722-3,722-100%$1.1M———
Glassman Wealth Services
N/A—3,680-3,680-100%$1.1M———
Spirepoint Private Client, LLC
N/A—3,673-3,673-100%$1.1M———
Snowwater Investment Partners, LLC
N/A—3,667-3,667-100%$1.1M———
Waterford Advisors, LLC
N/A—3,634-3,634-100%$1.1M———
FreeGulliver LLC
N/A—3,621-3,621-100%$1.1M———
V2 Financial group LLC
N/A—3,616-3,616-100%$1.1M———
BSW Wealth Partners
N/A—3,608-3,608-100%$1.1M———
Townsquare Capital LLC
N/A—3,600-3,600-100%$1.1M———
Two Sigma Securities, LLC
N/A—3,550-3,550-100%$1.1M———
River Wealth Advisors LLC
N/A—3,534-3,534-100%$1.1M———
Fortis Capital Management LLC
N/A—3,518-3,518-100%$1.1M———
Passive Capital Management, Llc.
N/A—3,502-3,502-100%$903.3K———
Cannell & Spears LLC
N/A—3,488-3,488-100%$1.1M———
Blom & Howell Financial Planning, Inc.
N/A—3,483-3,483-100%$1.1M———
Hantz Financial Services, Inc.
N/A—3,480-3,480-100%$1.1M———
Marex Group Ltd
N/A—3,454-3,454-100%$1.0M———
Astoria Portfolio Advisors Llc.
N/A—3,449-3,449-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—3,429-3,429-100%$1.0M———
Advyzon Investment Management, LLC
N/A—3,423-3,423-100%$1.0M———
Pacific Point Advisors, LLC
N/A—3,421-3,421-100%$1.0M———
Zacks Investment Management
N/A—3,419-3,419-100%$1.0M———
Innovative Asset Advisors Group, LLC
N/A—3,397-3,397-100%$1.0M———
S&T Bank
N/A—3,383-3,383-100%$1.0M———
Curi Capital, LLC
N/A—3,371-3,371-100%$1.0M———
MJP Associates Inc
N/A—3,345-3,345-100%$1.0M———
Zions Bancorporation, National Association
N/A—3,335-3,335-100%$1.0M———
Oakmont Advisory Group, LLC
N/A—3,335-3,335-100%$1.0M———
Caitlin John, LLC
N/A—3,330-3,330-100%$1.0M———
AlTi Global, Inc.
N/A—3,287-3,287-100%$996.3K———
Waterloo Capital, L.P.
N/A—3,278-3,278-100%$993.7K———
Medallion Wealth Advisors, LLC
N/A—3,274-3,274-100%$993.5K———
IFG Advisory, LLC
N/A—3,271-3,271-100%$991.4K———
Hirtle & Co., LLC
N/A—3,260-3,260-100%$988.2K———
Farmers National Bank
N/A—3,246-3,246-100%$983.9K———
Conservest Capital Advisors, Inc.
N/A—3,234-3,234-100%$980.2K———
Meridian Wealth Partners, LLC
N/A—3,152-3,152-100%$955.5K———
Sterling Wealth Advisors Inc
N/A—3,151-3,151-100%$955.1K———
Concentrum Wealth Management
N/A—3,146-3,146-100%$953.8K———
Northstar Group, Inc.
N/A—3,138-3,138-100%$951.3K———
Keating Financial Advisory Services, Inc.
N/A—3,136-3,136-100%$950.6K———
Evernest Financial Advisors, LLC
N/A—3,120-3,120-100%$945.9K———
Riverview Trust Co
N/A—3,118-3,118-100%$945.1K———
Miller Capital Partners, Inc.
N/A—3,097-3,097-100%$938.8K———
Bridgewater Advisors Inc.
N/A—3,090-3,090-100%$925.9K———
Athena Investment Management
N/A—3,054-3,054-100%$925.6K———
Fairview Capital Investment Management, LLC
N/A—3,043-3,043-100%$922.4K———
Aspire Growth Partners LLC
N/A—3,041-3,041-100%$921.7K———
American Money Management, LLC
N/A—3,037-3,037-100%$920.6K———
Transamerica Financial Advisors, LLC
N/A—3,005-3,005-100%$910.9K———
Birchcreek Wealth Management, LLC
N/A—2,959-2,959-100%$896.9K———
EWA, LLC
N/A—2,949-2,949-100%$894.0K———
Collaborative Capital Advisors LLC
N/A—2,941-2,941-100%$891.5K———
Matrix Private Capital Group LLC
N/A—2,939-2,939-100%$890.9K———
Freedom Investment Management, Inc.
N/A—2,914-2,914-100%$883.2K———
Jefferson Bridge Capital, LLC
N/A—2,900-2,900-100%$879.0K———
McLean Asset Management Corp
N/A—2,890-2,890-100%$852.9K———
Pettyjohn, Wood & White, Inc
N/A—2,887-2,887-100%$875.0K———
Rothschild Investment LLC
N/A—2,884-2,884-100%$874.1K———
Windsor Advisory Group, LLC
N/A—2,862-2,862-100%$867.4K———
Thayer Partners, LLC / MA
N/A—2,861-2,861-100%$867.1K———
Becker Capital Management Inc
N/A—2,853-2,853-100%$864.8K———
Westmount Partners, LLC
N/A—2,836-2,836-100%$859.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,833-2,833-100%$858.8K———
Fund Advisors of America Inc
N/A—2,829-2,829-100%$857.6K———
Wellspring Financial Advisors, LLC
N/A—2,810-2,810-100%$851.8K———
Pgim Custom Harvest LLC
N/A—2,810-2,810-100%$851.8K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,785-2,785-100%$844.2K———
Stratos Investment Management, LLC
N/A—2,769-2,769-100%$839.4K———
Compass Capital Management, Inc
N/A—2,769-2,769-100%$839.3K———
WJ Financial Advisors LLC
N/A—2,726-2,726-100%$826.3K———
Deutsche Bank Ag\
N/A—2,725-2,725-100%$826.0K———
Members Trust Co
N/A—2,717-2,717-100%$823.6K———
Truepoint, Inc.
N/A—2,711-2,711-100%$821.8K———
Aspen Grove Capital, LLC
N/A—2,695-2,695-100%$818.3K———
FAS Wealth Partners, Inc.
N/A—2,692-2,692-100%$815.9K———
Madison Asset Management, LLC
N/A—2,683-2,683-100%$813.3K———
Mpwm Advisory Solutions, LLC
N/A—2,670-2,670-100%$809.3K———
Stonebridge Financial Planning Group, LLC
N/A—2,664-2,664-100%$807.4K———
Astra Wealth Partners LLC
N/A—2,660-2,660-100%$806.3K———
Werba Rubin Papier Wealth Management
N/A—2,650-2,650-100%$803.2K———
Pandi, LLC
N/A—2,644-2,644-100%$801.4K———
Fortress Private Ledger, LLC
N/A—2,596-2,596-100%$786.9K———
Planning Directions Inc
N/A—2,591-2,591-100%$785.4K———
Prosperity Bancshares Inc
N/A—2,589-2,589-100%$784.8K———
Kelman-Lazarov, Inc.
N/A—2,588-2,588-100%$784.5K———
LRI Investments, LLC
N/A—2,566-2,566-100%$777.8K———
Peregrine Asset Advisers, Inc.
N/A—2,561-2,561-100%$776.2K———
Darden Wealth Group Inc
N/A—2,542-2,542-100%$770.5K———
Lutz Financial Services LLC
N/A—2,541-2,541-100%$770.3K———
First Trust Advisors LP
N/A—2,528-2,528-100%$766.2K———
Chevy Chase Trust Holdings, LLC
N/A—2,524-2,524-100%$765.1K———
Nest Investments, LLC
N/A—2,507-2,507-100%$760.0K———
Brave Asset Management Inc
N/A—2,506-2,506-100%$759.6K———
Sandhill Capital Partners LLC
N/A—2,502-2,502-100%$758.4K———
WealthShield Partners, LLC
N/A—2,479-2,479-100%$751.4K———
Coastal Bridge Advisors, LLC
N/A—2,456-2,456-100%$744.3K———
Keebeck Wealth Management
N/A—2,449-2,449-100%$742.5K———
Kavar Capital Partners Group, LLC
N/A—2,448-2,448-100%$742.0K———
Elk River Wealth Management LLC
N/A—2,416-2,416-100%$732.3K———
Capital Asset Managemnet, LLC
N/A—2,322-2,322-100%$703.8K———
Francis Financial, Inc.
N/A—2,308-2,308-100%$699.6K———
Entruity Wealth, LLC
N/A—2,289-2,289-100%$693.9K———
Bernicke Wealth Management, Ltd.
N/A—2,273-2,273-100%$689.0K———
Spinnaker Trust
N/A—2,262-2,262-100%$685.7K———
Klcm Advisors, Inc.
N/A—2,257-2,257-100%$684.1K———
RiverFront Investment Group, LLC
N/A—2,250-2,250-100%$682.0K———
Sequent Planning LLC
N/A—2,247-2,247-100%$681.2K———
Coppell Advisory Solutions LLC
N/A—2,241-2,241-100%$3.1M———
UMB Bank, n.a.
N/A—2,238-2,238-100%$678.4K———
Capstone Wealth Management, Inc.
N/A—2,238-2,238-100%$679.3K———
Round Rock Advisors LLC
N/A—2,223-2,223-100%$673.8K———
Tolleson Wealth Management, Inc.
N/A—2,217-2,217-100%$672.0K———
Advisory Alpha, LLC
N/A—2,213-2,213-100%$671.0K———
Private Wealth Asset Management, LLC
N/A—2,206-2,206-100%$668.7K———
Nomura Asset Management Co LTD
N/A—2,200-2,200-100%$666.9K———
Hancock Whitney Corp
N/A—2,199-2,199-100%$666.6K———
Wescott Financial Advisory Group, LLC
N/A—2,192-2,192-100%$664.4K———
Ameriflex Group, Inc.
N/A—2,189-2,189-100%$663.4K———
Vident Advisory, LLC
N/A—2,154-2,154-100%$652.8K———
Bravera Wealth
N/A—2,148-2,148-100%$651.1K———
German American Bancorp, Inc.
N/A—2,142-2,142-100%$649.3K———
Thomasville National Bank
N/A—2,133-2,133-100%$646.6K———
Keystone Financial Services
N/A—2,128-2,128-100%$645.0K———
Cascade Wealth Advisors, Inc
N/A—2,125-2,125-100%$650.6K———
Florida Financial Advisors, LLC
N/A—2,122-2,122-100%$643.5K———
Balanced Rock Investment Advisors LLC
N/A—2,107-2,107-100%$638.5K———
Vanguard Personalized Indexing Management, LLC
N/A—2,104-2,104-100%$637.8K———
Front Row Advisors LLC
N/A—2,090-2,090-100%$639.9K———
Team Hewins, LLC
N/A—2,057-2,057-100%$623.5K———
Urban Financial Advisory Corp
N/A—2,041-2,041-100%$618.8K———
Comprehensive Money Management Services LLC
N/A—2,039-2,039-100%$618.1K———
Fidelis Wealth Advisors LLC
N/A—2,031-2,031-100%$470.7K———
IFC Advisors LLC
N/A—2,022-2,022-100%$612.9K———
Granite Harbor Advisors, Inc.
N/A—1,990-1,990-100%$603.3K———
Invst, LLC
N/A—1,990-1,990-100%$603.1K———
Clearstead Trust, LLC
N/A—1,988-1,988-100%$602.5K———
Morrissey Wealth Management, LLC
N/A—1,969-1,969-100%$569.0K———
Moors & Cabot, Inc.
N/A—1,954-1,954-100%$592.2K———
Harbour Investment Management LLC
N/A—1,952-1,952-100%$591.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,945-1,945-100%$589.0K———
Alta Wealth Advisors LLC
N/A—1,934-1,934-100%$586.1K———
Lcnb Corp
N/A—1,925-1,925-100%$583.5K———
Keystone Financial Services, LLC
N/A—1,925-1,925-100%$583.5K———
Venturi Wealth Management, LLC
N/A—1,902-1,902-100%$576.3K———
Osprey Private Wealth LLC
N/A—1,875-1,875-100%$568.6K———
Highland Investment Advisors LLC
N/A—1,871-1,871-100%$567.1K———
McMillan Office, Inc.
N/A—1,865-1,865-100%$565.3K———
Walter & Keenan Wealth Management LLC
N/A—1,850-1,850-100%$560.7K———
KEB Asset Management, LLC
N/A—1,849-1,849-100%$560.4K———
Mittelman Wealth Management
N/A—1,848-1,848-100%$1.9M———
Bakala Capital LLC
N/A—1,844-1,844-100%$559.0K———
Midwestern Financial, LLC
N/A—1,836-1,836-100%$556.7K———
Wealth Care LLC
N/A—1,836-1,836-100%$556.4K———
Tyche Wealth Partners LLC
N/A—1,817-1,817-100%$550.9K———
RIK Saylor Financial, Inc.
N/A—1,809-1,809-100%$548.5K———
Per Stirling Capital Management, Llc.
N/A—1,802-1,802-100%$546.1K———
First Financial Bankshares Inc
N/A—1,788-1,788-100%$542.0K———
Parkwoods Wealth Partners, LLC
N/A—1,787-1,787-100%$541.7K———
Silver Oak Advisory Group, Inc.
N/A—1,784-1,784-100%$540.0K———
Strategic Financial Services, Inc.
N/A—1,772-1,772-100%$537.1K———
Douglass Winthrop Advisors, LLC
N/A—1,761-1,761-100%$533.8K———
Tumwater Wealth Management, LLC
N/A—1,750-1,750-100%$530.5K———
Matters Capital LLC
N/A—1,740-1,740-100%$527.4K———
Parsonex Advisory Services, Inc.
N/A—1,730-1,730-100%$524.0K———
GatePass Capital, LLC
N/A—1,729-1,729-100%$524.1K———
Resolute Wealth Strategies, LLC
N/A—1,722-1,722-100%$522.0K———
Synergy Financial Group, LTD
N/A—1,710-1,710-100%$518.2K———
HM Payson & Co
N/A—1,697-1,697-100%$514.4K———
Security National Bank of Sioux City Iowa
N/A—1,687-1,687-100%$511.4K———
Calton & Associates, Inc.
N/A—1,666-1,666-100%$505.0K———
New Insight Wealth Advisors
N/A—1,662-1,662-100%$503.8K———
Stratos Wealth Advisors, LLC
N/A—1,660-1,660-100%$503.2K———
Westbourne Investments, Inc.
N/A—1,655-1,655-100%$501.7K———
Templeton & Phillips Capital Management, LLC
N/A—1,652-1,652-100%$500.8K———
Tocqueville Asset Management L.P.
N/A—1,642-1,642-100%$497.7K———
MA Private Wealth
N/A—1,640-1,640-100%$497.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,634-1,634-100%$495.3K———
HHM Wealth Advisors, LLC
N/A—1,620-1,620-100%$491.1K———
Coastwise Capital Group, LLC
N/A—1,602-1,602-100%$485.5K———
Fort Sheridan Advisors LLC
N/A—1,594-1,594-100%$483.2K———
Riverview Capital Advisers, LLC
N/A—1,590-1,590-100%$482.0K———
Lifeworks Advisors, LLC
N/A—1,588-1,588-100%$481.4K———
DF Dent & Co Inc
N/A—1,562-1,562-100%$473.5K———
Denver Wealth Management, Inc.
N/A—1,560-1,560-100%$472.8K———
HBK Sorce Advisory LLC
N/A—1,559-1,559-100%$472.6K———
Evergreen Wealth Partners LLC
N/A—1,556-1,556-100%$471.5K———
Keener Financial Planning LLC
N/A—1,530-1,530-100%$463.0K———
Proffitt & Goodson Inc
N/A—1,528-1,528-100%$463.2K———
J Hagan Capital, Inc.
N/A—1,513-1,513-100%$458.7K———
EFG International AG
N/A—1,506-1,506-100%$456.5K———
Paragon Capital Management LLC
N/A—1,505-1,505-100%$456.3K———
Dravo BAY LLC
N/A—1,495-1,495-100%$453.2K———
LaSalle St. Investment Advisors, LLC
N/A—1,494-1,494-100%$452.7K———
Sharp Wealth Advisory, LLC
N/A—1,486-1,486-100%$450.4K———
IAG Wealth Partners, LLC
N/A—1,477-1,477-100%$447.7K———
Vantage Point Financial LLC
N/A—1,475-1,475-100%$447.2K———
WealthTrust Axiom LLC
N/A—1,475-1,475-100%$447.1K———
Goepper Burkhardt LLC
N/A—1,457-1,457-100%$441.6K———
Wealthedge Investment Advisors, LLC
N/A—1,454-1,454-100%$440.8K———
Authentikos Wealth Advisory, LLC
N/A—1,448-1,448-100%$439.0K———
Somerset Group LLC
N/A—1,420-1,420-100%$423.4K———
Impact Partnership Wealth, LLC
N/A—1,416-1,416-100%$429.3K———
Aspen Capital Management, LLC
N/A—1,403-1,403-100%$425.2K———
Nikulski Financial, Inc.
N/A—1,402-1,402-100%$425.1K———
Proactive Wealth Strategies LLC
N/A—1,400-1,400-100%$425.0K———
Olde Wealth Management, LLC
N/A—1,399-1,399-100%$424.0K———
Disciplined Investors, L.L.C.
N/A—1,381-1,381-100%$418.7K———
Holderness Investments Co
N/A—1,380-1,380-100%$418.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,376-1,376-100%$417.1K———
Clifford Group, LLC
N/A—1,374-1,374-100%$416.5K———
BBR Partners, LLC
N/A—1,361-1,361-100%$412.7K———
Hill Investment Group Partners, LLC
N/A—1,355-1,355-100%$410.7K———
Clark Estates Inc
N/A—1,350-1,350-100%$409.2K———
EagleClaw Capital Managment, LLC
N/A—1,350-1,350-100%$409.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,348-1,348-100%$408.6K———
Adapt Wealth Advisors, LLC
N/A—1,323-1,323-100%$401.0K———
Wulff, Hansen & Co.
N/A—1,320-1,320-100%$400.1K———
Cloud Capital Management, LLC
N/A—1,320-1,320-100%$399.0K———
Insigneo Advisory Services, LLC
N/A—1,320-1,320-100%$400.0K———
Painted Porch Advisors LLC
N/A—1,304-1,304-100%$395.2K———
Silver OAK Securities, Incorporated
N/A—1,291-1,291-100%$391.3K———
Seeds Investor LLC
N/A—1,291-1,291-100%$391.2K———
Gilbert & Cook, Inc.
N/A—1,287-1,287-100%$390.1K———
Aspiring Ventures, LLC
N/A—1,285-1,285-100%$389.5K———
New Republic Capital, LLC
N/A—1,282-1,282-100%$388.7K———
Dynasty Wealth Management, LLC
N/A—1,274-1,274-100%$386.3K———
Compass Capital Corp
N/A—1,272-1,272-100%$389.8K———
John A. Wolfe & Associates, Inc.
N/A—1,253-1,253-100%$380.0K———
Alteri Wealth LLC
N/A—1,246-1,246-100%$377.7K———
Osborne Partners Capital Management, LLC
N/A—1,242-1,242-100%$376.6K———
Silver Coast Investments LLC
N/A—1,241-1,241-100%$376.1K———
Jaffetilchin Investment Partners, LLC
N/A—1,233-1,233-100%$373.7K———
Howe & Rusling Inc
N/A—1,230-1,230-100%$372.9K———
Accretive Wealth Partners, LLC
N/A—1,222-1,222-100%$370.5K———
Monetary Management Group Inc
N/A—1,175-1,175-100%$356.2K———
WNY Asset Management, LLC
N/A—1,168-1,168-100%$354.1K———
Alpha Financial Advisors, LLC
N/A—1,168-1,168-100%$354.1K———
Traction Financial Partners, LLC
N/A—1,168-1,168-100%$354.0K———
GWN Securities Inc.
N/A—1,167-1,167-100%$353.8K———
Shared Vision Wealth Group LLC
N/A—1,165-1,165-100%$353.3K———
Bannerstone Capital Management, LLC
N/A—1,160-1,160-100%$351.7K———
Advance Capital Management, Inc.
N/A—1,160-1,160-100%$351.6K———
SIT Investment Associates Inc
N/A—1,154-1,154-100%$350.0K———
Windward Private Wealth Management Inc.
N/A—1,152-1,152-100%$349.2K———
Kapstone Financial Advisors LLC
N/A—1,146-1,146-100%$347.4K———
ProVise Management Group, LLC
N/A—1,145-1,145-100%$347.1K———
Drake & Associates, LLC
N/A—1,144-1,144-100%$346.7K———
Resources Management Corp
N/A—1,140-1,140-100%$345.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,135-1,135-100%$344.1K———
Van Hulzen Asset Management, LLC
N/A—1,133-1,133-100%$343.6K———
BankPlus Trust Department
N/A—1,128-1,128-100%$341.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,127-1,127-100%$341.6K———
Destination Wealth Management
N/A—1,121-1,121-100%$339.8K———
Wills Financial Group LLC
N/A—1,118-1,118-100%$338.9K———
Novare Capital Management LLC
N/A—1,108-1,108-100%$335.9K———
Serenus Wealth Advisors, LLC
N/A—1,100-1,100-100%$333.4K———
Money Concepts Capital Corp
N/A—1,097-1,097-100%$332.5K———
SlateStone Wealth, LLC
N/A—1,084-1,084-100%$329.0K———
Strategic Wealth Partners, Ltd.
N/A—1,077-1,077-100%$326.5K———
Legacy Trust
N/A—1,076-1,076-100%$326.2K———
Marco Investment Management LLC
N/A—1,067-1,067-100%$323.4K———
Port Capital LLC
N/A—1,065-1,065-100%$322.8K———
Millstone Evans Group, LLC
N/A—1,062-1,062-100%$321.9K———
Boston Family Office LLC
N/A—1,056-1,056-100%$320.0K———
Tobias Financial Advisors, Inc.
N/A—1,056-1,056-100%$320.0K———
Valley Financial Group, Inc.
N/A—1,042-1,042-100%$315.9K———
Blue Edge Capital, LLC
N/A—1,038-1,038-100%$3.1M———
Verity Wealth Advisors
N/A—1,035-1,035-100%$313.7K———
Sound View Wealth Advisors Group, LLC
N/A—1,028-1,028-100%$311.6K———
FLC Capital Advisors
N/A—1,021-1,021-100%$309.5K———
Koss-Olinger Consulting, LLC
N/A—1,004-1,004-100%$304.4K———
Carson Advisory Inc.
N/A—1,003-1,003-100%$304.0K———
Ceeto Capital Group, LLC
N/A—1,000-1,000-100%$303.0K———
MainStreet Investment Advisors LLC
N/A—990-990-100%$300.1K———
Clarendon Private LLC
N/A—982-982-100%$297.7K———
Stonebrook Private Inc.
N/A—982-982-100%$297.7K———
Forum Private Client Group LLC
N/A—981-981-100%$297.2K———
Hobbs Group Advisors, LLC
N/A—966-966-100%$292.9K———
Teachers Insurance & Annuity Association of America
N/A—963-963-100%$291.9K———
CacheTech Inc.
N/A—963-963-100%$291.9K———
Everstar Asset Management, LLC
N/A—960-960-100%$291.0K———
Fourth Dimension Wealth, LLC
N/A—947-947-100%$287.0K———
M1 Capital Management LLC
N/A—945-945-100%$286.3K———
Hollencrest Capital Management
N/A—941-941-100%$285.2K———
Novus Advisors, LLC
N/A—932-932-100%$282.5K———
Cogent Private Wealth, Inc.
N/A—930-930-100%$281.8K———
JTC Employer Solutions Trustee Ltd
N/A—925-925-100%$280.0K———
Twin City Private Wealth, LLC
N/A—923-923-100%$279.6K———
McCartney Wealth Management LLC
N/A—922-922-100%$279.4K———
Bogart Wealth, LLC
N/A—915-915-100%$277.4K———
Raffa Wealth Management, LLC
N/A—914-914-100%$277.0K———
Retirement Capital Strategies
N/A—907-907-100%$274.9K———
Glen Eagle Advisors, LLC
N/A—896-896-100%$271.6K———
Melfa Wealth Management, Inc.
N/A—881-881-100%$267.0K———
Argent Advisors, Inc.
N/A—880-880-100%$266.7K———
Retirement Income Solutions, Inc
N/A—880-880-100%$230.5K———
Daybright Advisory Services, Inc.
N/A—880-880-100%$259.7K———
Edgestream Partners, L.P.
N/A—879-879-100%$266.4K———
Revere Asset Management, Inc
N/A—867-867-100%$262.8K———
Community Bank, N.A.
N/A—865-865-100%$262.2K———
Kinetic Wealth Investment Advisors LLC
N/A—864-864-100%$261.9K———
Yukon Wealth Management, Inc.
N/A—862-862-100%$261.3K———
Blalock Williams, LLC
N/A—862-862-100%$261.3K———
Cvfg LLC
N/A—846-846-100%$256.3K———
Klingenstein Fields & Co LP
N/A—844-844-100%$255.9K———
Proficio Capital Partners LLC
N/A—834-834-100%$252.8K———
First Western Trust Bank
N/A—833-833-100%$252.5K———
Beck Mack & Oliver LLC
N/A—830-830-100%$251.6K———
Stokes Family Office, LLC
N/A—815-815-100%$247.0K———
Waddell & Associates, LLC
N/A—814-814-100%$246.7K———
Heritage Wealth Management, Inc. s
N/A—814-814-100%$246.7K———
Northeast Planning Associates, Inc. / NH /
N/A—811-811-100%$245.8K———
Pasadena Private Wealth, LLC
N/A—800-800-100%$242.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—796-796-100%$241.4K———
Trustco Bank Corp N Y
N/A—796-796-100%$241.3K———
Monograph Wealth Advisors, LLC
N/A—786-786-100%$238.1K———
Pitti Group Wealth Management, LLC
N/A—786-786-100%$238.3K———
MOR Wealth Management, LLC
N/A—784-784-100%$237.6K———
Richard W. Paul & Associates, LLC
N/A—781-781-100%$236.8K———
Clark Capital Management Group, Inc.
N/A—775-775-100%$234.9K———
Heartland Bank & Trust Co
N/A—775-775-100%$234.9K———
D L Carlson Investment Group Inc
N/A—774-774-100%$234.6K———
Dearborn Partners LLC
N/A—766-766-100%$232.2K———
Empirical Asset Management, LLC
N/A—759-759-100%$230.1K———
Silicon Valley Capital Partners
N/A—752-752-100%$228.0K———
Strathmore Capital Advisors, Inc.
N/A—751-751-100%$222.9K———
Pine Harbor Wealth Management, LLC
N/A—750-750-100%$227.2K———
Regimen Wealth, LLC
N/A—749-749-100%$227.1K———
Mosaic Financial Group, LLC
N/A—747-747-100%$226.0K———
Mason Investment Advisory Services, Inc.
N/A—743-743-100%$225.2K———
Sovereign Investment Advisors, LLC
N/A—742-742-100%$224.9K———
Next Capital Management LLC
N/A—738-738-100%$223.6K———
AF Advisors, Inc.
N/A—737-737-100%$223.3K———
Foster & Motley Inc
N/A—734-734-100%$223.0K———
Crux Wealth Advisors
N/A—734-734-100%$222.4K———
Donaldson Capital Management, LLC
N/A—732-732-100%$221.8K———
Strive Financial Group,LLC
N/A—726-726-100%$220.1K———
Ingalls & Snyder LLC
N/A—726-726-100%$220.0K———
F/m Investments LLC
N/A—723-723-100%$219.2K———
Broyhill Asset Management, LLC
N/A—718-718-100%$217.6K———
RPS Advisory Solutions LLC
N/A—718-718-100%$217.7K———
Everpar Advisors LLC
N/A—706-706-100%$214.0K———
Tiaa Wealth Investment Management LLC
N/A—704-704-100%$212.3K———
Austin Wealth Management, LLC
N/A—704-704-100%$208.7K———
Reliant Investment Partners, LLC
N/A—701-701-100%$212.5K———
HFG Advisors, Inc.
N/A—698-698-100%$211.6K———
Trexquant Investment LP
N/A—697-697-100%$211.3K———
Delta Investment Management, LLC
N/A—697-697-100%$211.3K———
Frisch Financial Group, Inc.
N/A—684-684-100%$207.5K———
FCA Corp
N/A—683-683-100%$207.0K———
Caldwell Sutter Capital, Inc.
N/A—674-674-100%$204.4K———
Financial Plan, Inc.
N/A—669-669-100%$202.8K———
WealthCollab, LLC
N/A—668-668-100%$202.5K———
Northstar Advisory Group, LLC
N/A—665-665-100%$201.5K———
One Wealth Advisors, LLC
N/A—660-660-100%$200.1K———
Synergy Investment Management, LLC
N/A—625-625-100%$189.4K———
Avalon Trust Co
N/A—610-610-100%$184.9K———
Coston, McIsaac & Partners
N/A—591-591-100%$179.0K———
Basecamp Wealth Advisors LLC
N/A—563-563-100%$170.7K———
Institute for Wealth Management, Llc.
N/A—562-562-100%$170.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—550-550-100%$166.7K———
Delos Wealth Advisors, LLC
N/A—549-549-100%$166.4K———
London Co of Virginia
N/A—537-537-100%$162.7K———
Orion Capital Management LLC
N/A—516-516-100%$156.5K———
one8zero8, LLC
N/A—500-500-100%$151.6K———
1 North Wealth Services LLC
N/A—485-485-100%$147.0K———
Lavaca Capital LLC
N/A—482-482-100%$146.1K———
Wellington Grp LLC
N/A—467-467-100%$122.3K———
Sittner & Nelson, LLC
N/A—464-464-100%$140.6K———
Swan Capital LLC
N/A—448-448-100%$135.8K———
Kerr Financial Planning Corp
N/A—444-444-100%$121.9K———
MidFirst Bank
N/A—439-439-100%$133.1K———
Seneschal Advisors, LLC
N/A—436-436-100%$132.2K———
Conquis Financial LLC
N/A—434-434-100%$131.6K———
Park Place Capital Corp
N/A—426-426-100%$129.1K———
Bollard Group LLC
N/A—408-408-100%$124.0K———
Steigerwald, Gordon & Koch Inc.
N/A—407-407-100%$123.5K———
Bank of the Bluegrass & Trust Co.
N/A—406-406-100%$115.5K———
Paladin Advisory Group, LLC
N/A—401-401-100%$121.6K———
Crews Bank & Trust
N/A—398-398-100%$120.6K———
Winch Advisory Services, LLC
N/A—392-392-100%$118.7K———
Loomis Sayles & Co L P
N/A—375-375-100%$113.6K———
1015 Capital Partners, LLC
N/A—373-373-100%$113.0K———
Heritage Wealth Advisors
N/A—373-373-100%$113.1K———
Heartland Advisors Inc
N/A—371-371-100%$112.5K———
Cornerstone Financial Management LLC
N/A—367-367-100%$111.2K———
Sankala Group LLC
N/A—347-347-100%$105.6K———
Atlantic Private Wealth, LLC
N/A—334-334-100%$101.3K———
Broadwater Capital Management LLC
N/A—308-308-100%$93.2K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$90.9K———
Alerus Financial NA
N/A—291-291-100%$88.2K———
PlanVest Financial, Inc
N/A—289-289-100%$87.6K———
Benson Wealth Management Inc
N/A—281-281-100%$85.2K———
Quent Capital, LLC
N/A—271-271-100%$82.1K———
Ogorek Anthony Joseph
N/A—266-266-100%$80.0K———
Godfrey Financial Associates, Inc.
N/A—262-262-100%$79.4K———
Protective Life Corp
N/A—258-258-100%$78.2K———
Game Plan Financial Advisors, LLC
N/A—256-256-100%$77.6K———
HighMark Wealth Management LLC
N/A—245-245-100%$74.3K———
Allianz SE
N/A—245-245-100%$74.3K———
Schroder Investment Management Group
N/A—244-244-100%$74.0K———
Tidemark, LLC
N/A—243-243-100%$73.8K———
CNB Bank
N/A—240-240-100%$72.7K———
Basepoint Wealth LLC
N/A—220-220-100%$66.7K———
Horizon Kinetics Asset Management LLC
N/A—219-219-100%$66.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—216-216-100%$65.4K———
CVA Family Office, LLC
N/A—212-212-100%$64.3K———
Centennial Bank
N/A—205-205-100%$62.1K———
ESL Trust Services, LLC
N/A—201-201-100%$60.9K———
Marshall Investment Management, LLC
N/A—190-190-100%$57.6K———
Vision Retirement, LLC
N/A—174-174-100%$52.6K———
Cambient Family Office, LLC
N/A—164-164-100%$49.8K———
PIN OAK Investment Advisors Inc
N/A—160-160-100%$48———
Family Manage LLC
N/A—150-150-100%$45.5K———
Atomic Invest LLC
N/A—146-146-100%$44.0K———
Bellevue Asset Management, LLC
N/A—144-144-100%$43.7K———
Greykasell Wealth Strategies, Inc.
N/A—141-141-100%$42.6K———
Integrity Financial Corp
N/A—136-136-100%$41.2K———
Addison Advisors LLC
N/A—133-133-100%$40.3K———
Colonial Trust Advisors
N/A—130-130-100%$39.3K———
Motco
N/A—116-116-100%$35.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—110-110-100%$33.3K———
Bernard Wealth Management Corp.
N/A—108-108-100%$32.7K———
Aventura Private Wealth, LLC
N/A—107-107-100%$32.4K———
Financial Gravity Companies, Inc.
N/A—103-103-100%$31.2K———
Chesapeake Asset Management LLC
N/A—102-102-100%$30.9K———
Wellington-Altus USA Inc.
N/A—93-93-100%$24.4K———
Pinney & Scofield, Inc.
N/A—91-91-100%$27.6K———
Anchor Bay Capital, Inc.
N/A—91-91-100%$27.9K———
Toews Corp
N/A—83-83-100%$25.2K———
Measured Wealth Private Client Group, LLC
N/A—66-66-100%$20.0K———
Morris Financial Concepts, Inc.
N/A—65-65-100%$19.7K———
Walsh & Associates, LLC
N/A—64-64-100%$19.5K———
Ballast Advisors LLC
N/A—64-64-100%$19.4K———
Pursuit Wealth Strategies, LLC
N/A—64-64-100%$19.4K———
Peterson Wealth Management
N/A—61-61-100%$18.5K———
10Elms LLP
N/A—52-52-100%$15.8K———
Van Eck Associates Corp
N/A—42-42-100%$12.7K———
Harborfront Financial Group LLC
N/A—42-42-100%$12.7K———
Financial Life Planners
N/A—24-24-100%$7.4K———
Westfuller Advisors, LLC
N/A—20-20-100%$6.2K———
Mcguire Capital Advisors Inc
N/A—20-20-100%$6.1K———
Providence Capital Advisors, LLC
N/A—14-14-100%$4.2K———
Copia Wealth Management
N/A—10-10-100%$3.0K———
Kilter Group LLC
N/A—8-8-100%$2.4K———
Ankerstar Wealth, LLC
N/A—5-5-100%$1.5K———
VAN DEN Berg Management I, Inc
N/A—5-5-100%$1.5K———
BNP Paribas Financial Markets
N/A—3-3-100%$909———
Morse Asset Management, Inc
N/A—3-3-100%$909———
Darwin Wealth Management, LLC
N/A—1-1-100%$303———
Imprint Wealth LLC
N/A—1-1-100%$303———
Showing 2566 of 2566 institutions