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Vanguard Total Stock MKT ETF (VTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rakuten Investment Management, Inc.
INCREASED
Shares50,514,448 from 49,708,819
Change+805,629 (+2%)
Value$19.0B (+$707.0M)
Filed 2026-10-30
WealthNavi Inc.
DECREASED
Shares12,359,684 from 12,831,750
Change-472,066 (-4%)
Value$4.6M (-$4.7B)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares10,593,375 from 10,308,028
Change+285,347 (+3%)
Value$4.0B (+$150.1M)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares8,916,884 from 8,759,071
Change+157,813 (+2%)
Value$3.2B (+$70.1M)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares8,396,748 from 6,883,739
Change+1,513,009 (+22%)
Value$3.1B (+$559.9M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares5,980,233 from 6,075,603
Change-95,370 (-2%)
Value$2.2B (-$10.2M)
Filed 2026-11-02
Narodna banka Slovenska
DECREASED
Shares5,353,404 from 5,605,604
Change-252,200 (-4%)
Value$2.0B (-$51.4M)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares5,150,299 from 5,063,337
Change+86,962 (+2%)
Value$1.9B (+$53.8M)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares3,640,695 from 5,369,114
Change-1,728,419 (-32%)
Value$1.4B (-$497.0M)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares2,826,573 from 2,446,454
Change+380,119 (+16%)
Value$1.1B (+$152.5M)
Filed 2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares2,686,800 from 2,686,800
Change0 (0%)
Value$1.0B (+$11.3M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares2,315,554 from 2,316,100
Change-546 (0%)
Value$866.6M (+$9.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,137,389 from 2,171,713
Change-34,324 (-2%)
Value$799.9K (-$802.8M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,992,528 from 2,032,602
Change-40,074 (-2%)
Value$745.7M (-$6.5M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,805,727 from 1,920,318
Change-114,591 (-6%)
Value$675.8M (-$34.8M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares1,800,000 from 1,800,000
Change0 (0%)
Value$673.6M (+$7.6M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares1,727,690 from 1,689,593
Change+38,097 (+2%)
Value$646.6M (+$21.4M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares1,699,149 from 1,778,086
Change-78,937 (-4%)
Value$635.9M (-$22.1M)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares1,468,373 from 1,467,704
Change+669 (+0%)
Value$549.5M (+$6.4M)
Filed 2026-10-15
Foster Group, Inc.
INCREASED
Shares1,417,471 from 1,414,063
Change+3,408 (+0%)
Value$530.5M (+$7.2M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares1,289,658 from 1,301,970
Change-12,312 (-1%)
Value$482.6M (+$860.3K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares1,266,873 from 1,194,717
Change+72,156 (+6%)
Value$470.7M (+$28.9M)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,233,243 from 1,297,507
Change-64,264 (-5%)
Value$461.5M (-$18.6M)
Filed 2026-10-28
Vista Capital Partners, Inc.
DECREASED
Shares1,134,073 from 1,140,030
Change-5,957 (-1%)
Value$424.4M (+$2.6M)
Filed 2026-11-06
Sageworth Trust Co
DECREASED
Shares1,075,549 from 1,089,282
Change-13,733 (-1%)
Value$402.5M (-$564.4K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,018,107 from 1,064,003
Change-45,896 (-4%)
Value$381.0M (-$12.7M)
Filed 2026-10-20
Wealthcare Capital Management LLC
DECREASED
Shares864,973 from 1,036,575
Change-171,602 (-17%)
Value$323.7M (-$59.9M)
Filed 2026-10-21
Gibson Capital, LLC
INCREASED
Shares849,089 from 844,461
Change+4,628 (+1%)
Value$317.8M (+$5.3M)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares822,586 from 803,352
Change+19,234 (+2%)
Value$307.8M (+$10.6M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares811,156 from 755,897
Change+55,259 (+7%)
Value$303.6M (+$23.9M)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares810,011 from 36,198
Change+773,813 (+2138%)
Value$14.2M (+$824.1K)
Filed 2026-10-02
First Business Financial Services, Inc.
INCREASED
Shares795,217 from 794,853
Change+364 (+0%)
Value$297.6M (+$3.5M)
Filed 2026-10-29
Verus Financial Partners, Inc.
INCREASED
Shares788,545 from 784,245
Change+4,300 (+1%)
Value$295.1M (+$4.9M)
Filed 2026-10-29
Hardy Reed LLC
DECREASED
Shares779,550 from 782,023
Change-2,473 (0%)
Value$291.7M (+$2.4M)
Filed 2026-11-06
Obermeyer Wealth Partners
INCREASED
Shares778,526 from 723,980
Change+54,546 (+8%)
Value$291.4M (+$23.5M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares771,709 from 727,165
Change+44,544 (+6%)
Value$279.1M (+$21.1M)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares767,521 from 743,141
Change+24,380 (+3%)
Value$292.4M (+$17.8M)
Filed 2026-10-08
Cabot-Wellington, LLC
DECREASED
Shares743,703 from 771,402
Change-27,699 (-4%)
Value$278.3M (-$7.1M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares712,571 from 691,187
Change+21,384 (+3%)
Value$266.7M (+$10.9M)
Filed 2026-10-20
Rebalance, LLC
INCREASED
Shares708,608 from 703,210
Change+5,398 (+1%)
Value$265.2M (+$5.0M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares680,028 from 581,799
Change+98,229 (+17%)
Value$258.1M (+$41.3M)
Filed 2026-10-09
Boston Standard Wealth Management, LLC
INCREASED
Shares673,489 from 667,332
Change+6,157 (+1%)
Value$252.0M (+$4.9M)
Filed 2026-10-07
Tanglewood Wealth Management, Inc.
DECREASED
Shares635,779 from 646,444
Change-10,665 (-2%)
Value$237.9M (-$1.3M)
Filed 2026-10-23
Cardinal Point Capital Management ULC
INCREASED
Shares625,408 from 619,030
Change+6,378 (+1%)
Value$234.1M (+$5.0M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares613,216 from 408,802
Change+204,414 (+50%)
Value$229.5M (+$78.2M)
Filed 2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED
Shares595,510 from 550,435
Change+45,075 (+8%)
Value$222.9M (+$19.2M)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares584,733 from 576,645
Change+8,088 (+1%)
Value$218.8M (+$5.4M)
Filed 2026-10-22
Sendero Wealth Management, LLC
INCREASED
Shares584,092 from 581,408
Change+2,684 (+0%)
Value$218.6M (+$3.4M)
Filed 2026-10-14
AGF Management LTD
DECREASED
Shares575,887 from 587,282
Change-11,395 (-2%)
Value$215.5M (-$1.8M)
Filed 2026-11-03
Briaud Financial Planning Inc
DECREASED
Shares554,597 from 556,358
Change-1,761 (0%)
Value$207.6M (+$1.7M)
Filed 2026-10-20
Rainwater Charitable Foundation
DECREASED
Shares549,396 from 598,094
Change-48,698 (-8%)
Value$205.6M (-$15.7M)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares546,367 from 534,699
Change+11,668 (+2%)
Value$204.5M (+$6.6M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares533,226 from 558,463
Change-25,237 (-5%)
Value$199.6M (-$7.1M)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED
Shares527,476 from 530,893
Change-3,417 (-1%)
Value$197.4M (+$951.1K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares523,549 from 516,287
Change+7,262 (+1%)
Value$195.9M (+$4.9M)
Filed 2026-10-23
Allen Investment Management, LLC
DECREASED
Shares497,020 from 565,944
Change-68,924 (-12%)
Value$186.0M (-$23.4M)
Filed 2026-11-03
Constellation Investments, Inc.
DECREASED
Shares490,961 from 587,923
Change-96,962 (-16%)
Value$183.7M (-$33.8M)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares489,929 from 481,241
Change+8,688 (+2%)
Value$183.4M (+$5.3M)
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares464,340 from 502,084
Change-37,744 (-8%)
Value$173.8M (-$12.0M)
Filed 2026-10-15
Diversified Portfolios, Inc.
INCREASED
Shares464,204 from 462,767
Change+1,437 (+0%)
Value$173.7M (+$2.5M)
Filed 2026-11-04
Legacy Private Trust Co.
DECREASED
Shares463,081 from 471,133
Change-8,052 (-2%)
Value$173.3M (-$1.0M)
Filed 2026-10-06
RW Investment Management LLC
DECREASED
Shares458,201 from 460,902
Change-2,701 (-1%)
Value$171.5M (+$925.0K)
Filed 2026-11-03
Towneley Capital Management, Inc / de
DECREASED
Shares451,179 from 457,869
Change-6,690 (-1%)
Value$168.8M (-$580.3K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares450,057 from 398,442
Change+51,615 (+13%)
Value$168.4M (+$21.0M)
Filed 2026-10-21
Sage Mountain Advisors LLC
INCREASED
Shares443,227 from 432,445
Change+10,782 (+2%)
Value$165.9M (+$5.9M)
Filed 2026-11-02
Beacon Wealthcare LLC
DECREASED
Shares443,162 from 449,575
Change-6,413 (-1%)
Value$165.8M (-$511.9K)
Filed 2026-10-02
Alps Advisors Inc
DECREASED
Shares441,657 from 462,607
Change-20,950 (-5%)
Value$165.3M (-$5.9M)
Filed 2026-11-03
Gleason Group, Inc.
INCREASED
Shares434,976 from 431,824
Change+3,152 (+1%)
Value$162.8M (+$3.0M)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares432,928 from 396,671
Change+36,257 (+9%)
Value$162.0M (+$15.2M)
Filed 2026-11-03
D'Orazio & Associates, Inc.
INCREASED
Shares423,193 from 417,676
Change+5,517 (+1%)
Value$158.4M (+$3.8M)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares423,085 from 437,760
Change-14,675 (-3%)
Value$158.3M (-$3.7M)
Filed 2026-11-04
Golden Reserve Retirement LLC
INCREASED
Shares411,269 from 410,464
Change+805 (+0%)
Value$153.9M (+$2.0M)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares395,071 from 311,472
Change+83,599 (+27%)
Value$148.0M (+$32.0M)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares392,352 from 380,548
Change+11,804 (+3%)
Value$146.8M (+$6.0M)
Filed 2026-10-22
NewSquare Capital LLC
INCREASED
Shares388,614 from 379,249
Change+9,365 (+2%)
Value$145.4M (+$5.1M)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares377,148 from 378,423
Change-1,275 (0%)
Value$141.1M (+$1.1M)
Filed 2026-10-20
Avalon Advisory Group
DECREASED
Shares371,156 from 385,356
Change-14,200 (-4%)
Value$138.9M (-$3.7M)
Filed 2026-10-20
Revolve Wealth Partners, LLC
INCREASED
Shares369,780 from 361,842
Change+7,938 (+2%)
Value$138.4M (+$4.5M)
Filed 2026-10-23
Heck Capital Advisors, LLC
INCREASED
Shares360,134 from 349,207
Change+10,927 (+3%)
Value$134.8M (+$5.6M)
Filed 2026-10-14
Independence Asset Advisors, LLC
INCREASED
Shares356,137 from 245,018
Change+111,119 (+45%)
Value$133.3M (+$42.6M)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares355,634 from 369,801
Change-14,167 (-4%)
Value$133.1M (-$3.7M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares351,740 from 387,389
Change-35,649 (-9%)
Value$131.6M (-$11.7M)
Filed 2026-11-04
Stash Investments, LLC
INCREASED
Shares349,278 from 333,819
Change+15,459 (+5%)
Value$130.7M (+$7.2M)
Filed 2026-10-26
Busey Bank
INCREASED
Shares337,898 from 336,136
Change+1,762 (+1%)
Value$126.5M (+$2.1M)
Filed 2026-10-26
Bell Bank
DECREASED
Shares335,989 from 338,086
Change-2,097 (-1%)
Value$125.7M (+$635.2K)
Filed 2026-10-21
Landaas & Co
DECREASED
Shares331,583 from 333,669
Change-2,086 (-1%)
Value$124.1M (+$620.7K)
Filed 2026-10-29
Segment Wealth Management, LLC
INCREASED
Shares327,167 from 326,748
Change+419 (+0%)
Value$122.4M (+$1.5M)
Filed 2026-10-26
Kinsale Capital Group, Inc.
UNCHANGED
Shares326,312 from 326,312
Change0 (0%)
Value$122.1M (+$1.4M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares319,962 from 290,150
Change+29,812 (+10%)
Value$119.7M (+$12.4M)
Filed 2026-10-16
Regions Financial Corp
DECREASED
Shares314,126 from 314,243
Change-117 (0%)
Value$117.6M (+$1.3M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares312,063 from 188,858
Change+123,205 (+65%)
Value$116.8M (+$46.9M)
Filed 2026-10-29
Yarbrough Capital, LLC
UNCHANGED
Shares310,912 from 310,912
Change0 (0%)
Value$116.4M (+$1.3M)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares308,894 from 295,175
Change+13,719 (+5%)
Value$115.6M (+$6.4M)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares300,487 from 307,189
Change-6,702 (-2%)
Value$112.5M (-$1.2M)
Filed 2026-11-05
Fund Evaluation Group, LLC
DECREASED
Shares294,383 from 296,485
Change-2,102 (-1%)
Value$110.2M (+$458.8K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares294,342 from 290,722
Change+3,620 (+1%)
Value$110.2M (+$2.6M)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares294,030 from 354,872
Change-60,842 (-17%)
Value$110.0M (-$21.3M)
Filed 2026-11-06
Sunesis Advisors, LLC
INCREASED
Shares290,615 from 263,225
Change+27,390 (+10%)
Value$108.8M (+$11.4M)
Filed 2026-10-26
Cherrydale Wealth Management, LLC
INCREASED
Shares289,389 from 286,619
Change+2,770 (+1%)
Value$108.3M (+$2.2M)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares288,763 from 306,490
Change-17,727 (-6%)
Value$108.1M (-$5.3M)
Filed 2026-10-14
AMG National Trust Bank
INCREASED
Shares284,627 from 283,126
Change+1,501 (+1%)
Value$106.5M (+$1.8M)
Filed 2026-11-05
Zions Bancorporation, National Association
DECREASED
Shares275,426 from 284,920
Change-9,494 (-3%)
Value$103.1M (-$2.4M)
Filed 2026-11-06
Luminvest Wealth Management LLC
DECREASED
Shares273,665 from 296,405
Change-22,740 (-8%)
Value$103.0M (-$6.3M)
Filed 2026-10-14
GP Brinson Investments LLC
DECREASED
Shares273,583 from 275,843
Change-2,260 (-1%)
Value$102.4M (+$312.8K)
Filed 2026-10-01
GSG Advisors LLC
DECREASED
Shares271,056 from 274,889
Change-3,833 (-1%)
Value$101.4M (-$279.9K)
Filed 2026-11-03
Aegon USA Investment Management, LLC
DECREASED
Shares269,445 from 274,915
Change-5,470 (-2%)
Value$100.8M (-$892.5K)
Filed 2026-10-30
SYM Financial Corp
DECREASED
Shares268,532 from 269,521
Change-989 (0%)
Value$100.5M (+$761.6K)
Filed 2026-10-26
SWF LLC
INCREASED
Shares259,645 from 188,907
Change+70,738 (+37%)
Value$97.2M (+$27.3M)
Filed 2026-11-05
Shade Tree Advisors LLC
INCREASED
Shares259,544 from 252,227
Change+7,317 (+3%)
Value$97.1M (+$3.8M)
Filed 2026-10-22
Garde Capital, Inc.
DECREASED
Shares256,567 from 257,161
Change-594 (0%)
Value$96.0M (+$857.8K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED
Shares255,827 from 246,181
Change+9,646 (+4%)
Value$95.7M (+$4.6M)
Filed 2026-10-13
Baker Avenue Asset Management, LP
DECREASED
Shares253,052 from 257,670
Change-4,618 (-2%)
Value$94.7M (-$646.0K)
Filed 2026-11-06
Hassell Wealth Management, LLC
INCREASED
Shares247,541 from 243,871
Change+3,670 (+2%)
Value$92.6M (+$2.8M)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares246,849 from 242,650
Change+4,199 (+2%)
Value$92.4M (+$2.6M)
Filed 2026-10-15
Affiance Financial, LLC
INCREASED
Shares246,026 from 237,334
Change+8,692 (+4%)
Value$92.1M (+$4.2M)
Filed 2026-10-15
St. Louis Trust Co
DECREASED
Shares240,244 from 240,357
Change-113 (0%)
Value$89.9M (+$67.8M)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares229,982 from 210,467
Change+19,515 (+9%)
Value$86.1M (+$8.2M)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares226,914 from 226,308
Change+606 (+0%)
Value$84.9M (+$1.2M)
Filed 2026-10-30
Nadler Financial Group, Inc.
DECREASED
Shares225,144 from 228,450
Change-3,306 (-1%)
Value$84.3M (-$277.6K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares224,610 from 30,093
Change+194,517 (+646%)
Value$84.1M (+$72.9M)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares223,283 from 228,134
Change-4,851 (-2%)
Value$83.6M (-$857.3K)
Filed 2026-10-23
Abacus Planning Group, Inc.
DECREASED
Shares222,589 from 223,439
Change-850 (0%)
Value$83.3M (+$620.3K)
Filed 2026-11-02
GuidedMoney, LLC
DECREASED
Shares221,630 from 228,524
Change-6,894 (-3%)
Value$82.9M (-$1.6M)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares218,843 from 214,927
Change+3,916 (+2%)
Value$81.9K (-$79.5M)
Filed 2026-10-26
Reap Financial Group, LLC
INCREASED
Shares218,220 from 202,074
Change+16,146 (+8%)
Value$81.7M (+$6.9M)
Filed 2026-11-02
Baker Ellis Asset Management LLC
DECREASED
Shares215,891 from 218,064
Change-2,173 (-1%)
Value$80.8M (+$102.8K)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
DECREASED
Shares210,815 from 211,886
Change-1,071 (-1%)
Value$78.9M (+$489.2K)
Filed 2026-10-22
Asset Allocation & Management Company, LLC
INCREASED
Shares210,448 from 209,161
Change+1,287 (+1%)
Value$78.8K (+$1.4K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares207,250 from 208,332
Change-1,082 (-1%)
Value$77.6M (+$470.1K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares205,764 from 190,730
Change+15,034 (+8%)
Value$77.0M (+$6.4M)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares204,960 from 210,936
Change-5,976 (-3%)
Value$76.7M (-$1.4M)
Filed 2026-11-05
Evensky & Katz LLC
DECREASED
Shares203,944 from 207,968
Change-4,024 (-2%)
Value$76.3K (-$76.9M)
Filed 2026-10-27
Tanager Wealth Management LLP
DECREASED
Shares203,237 from 206,445
Change-3,208 (-2%)
Value$76.1M (-$333.5K)
Filed 2026-10-19
Manske Wealth Management
INCREASED
Shares202,730 from 190,946
Change+11,784 (+6%)
Value$75.9M (+$5.2M)
Filed 2026-10-26
Arlington Trust Co LLC
INCREASED
Shares202,701 from 195,998
Change+6,703 (+3%)
Value$75.9M (+$3.3M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares199,184 from 164,469
Change+34,715 (+21%)
Value$74.5M (+$13.7M)
Filed 2026-10-08
Procyon Advisors, LLC
INCREASED
Shares197,544 from 181,555
Change+15,989 (+9%)
Value$73.9M (+$6.7M)
Filed 2026-10-21
Bailard, Inc.
DECREASED
Shares194,820 from 195,704
Change-884 (0%)
Value$72.9M (+$491.5K)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares194,406 from 194,227
Change+179 (+0%)
Value$72.8M (+$882.6K)
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares193,505 from 180,147
Change+13,358 (+7%)
Value$72.4M (+$5.8M)
Filed 2026-11-02
Level Wealth Management LLC
INCREASED
Shares188,814 from 186,228
Change+2,586 (+1%)
Value$70.7M (+$1.7M)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares187,058 from 186,460
Change+598 (+0%)
Value$70.0M (+$1.0M)
Filed 2026-10-23
Magnolia Wealth Management, LLC
INCREASED
Shares182,786 from 181,284
Change+1,502 (+1%)
Value$68.4M (+$1.3M)
Filed 2026-10-16
Evanson Financial, LLC
INCREASED
Shares182,186 from 165,335
Change+16,851 (+10%)
Value$68.2M (+$7.0M)
Filed 2026-10-23
BostonPremier Wealth LLC
INCREASED
Shares180,968 from 174,496
Change+6,472 (+4%)
Value$67.7M (+$3.2M)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares178,160 from 173,056
Change+5,104 (+3%)
Value$66.7M (+$2.6M)
Filed 2026-10-28
Quaker Wealth Management, LLC
INCREASED
Shares177,048 from 169,447
Change+7,601 (+4%)
Value$66.3M (+$3.6M)
Filed 2026-10-22
Wrenne Financial Planning LLC
INCREASED
Shares176,869 from 173,215
Change+3,654 (+2%)
Value$66.2M (+$2.1M)
Filed 2026-10-30
Kearns & Associates LLC
DECREASED
Shares175,988 from 176,416
Change-428 (0%)
Value$65.9M (+$581.2K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares172,953 from 152,201
Change+20,752 (+14%)
Value$64.7M (+$8.4M)
Filed 2026-11-03
Total Investment Management Inc
INCREASED
Shares168,606 from 167,556
Change+1,050 (+1%)
Value$63.1M (+$1.4M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares168,340 from 135,148
Change+33,192 (+25%)
Value$63.0M (+$13.0M)
Filed 2026-11-04
Everhart Financial Group, Inc.
DECREASED
Shares167,850 from 174,721
Change-6,871 (-4%)
Value$62.8M (-$1.8M)
Filed 2026-10-08
Taiyo Life Insurance Co
UNCHANGED
Shares166,000 from 166,000
Change0 (0%)
Value$62.1K (-$61.4M)
Filed 2026-10-20
Equita Financial Network, Inc.
INCREASED
Shares159,866 from 154,472
Change+5,394 (+3%)
Value$59.8M (+$2.7M)
Filed 2026-10-19
Smith & Howard Wealth Management, LLC
DECREASED
Shares157,163 from 159,097
Change-1,934 (-1%)
Value$58.8M (-$55.9K)
Filed 2026-10-27
Independent Order of Foresters
DECREASED
Shares155,415 from 173,815
Change-18,400 (-11%)
Value$58.2M (-$6.2M)
Filed 2026-11-05
Altus Wealth Management, LLC
INCREASED
Shares153,886 from 151,443
Change+2,443 (+2%)
Value$57.6M (+$1.6M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares153,146 from 142,428
Change+10,718 (+8%)
Value$57.3M (+$4.6M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares152,951 from 152,268
Change+683 (+0%)
Value$57.2M (+$895.0K)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares151,720 from 153,473
Change-1,753 (-1%)
Value$56.8M (-$11.5K)
Filed 2026-11-02
Ashford Advisors, LLC
DECREASED
Shares151,665 from 152,610
Change-945 (-1%)
Value$56.8M (+$287.4K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares150,114 from 147,726
Change+2,388 (+2%)
Value$56.2M (+$1.5M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares148,273 from 140,126
Change+8,147 (+6%)
Value$55.3M (+$4.2M)
Filed 2026-10-27
Tennessee Valley Asset Management Partners
INCREASED
Shares147,694 from 134,818
Change+12,876 (+10%)
Value$55.3M (+$5.4M)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares147,048 from 142,919
Change+4,129 (+3%)
Value$55.4M (+$2.7M)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares145,867 from 145,608
Change+259 (+0%)
Value$54.6M (+$708.2K)
Filed 2026-10-13
Family CFO Inc
DECREASED
Shares144,331 from 154,081
Change-9,750 (-6%)
Value$54.0M (-$3.0M)
Filed 2026-10-30
jvl associates llc
DECREASED
Shares142,470 from 142,495
Change-25 (0%)
Value$53.3M (+$589.0K)
Filed 2026-10-09
Diversified Trust Co
INCREASED
Shares140,146 from 138,287
Change+1,859 (+1%)
Value$52.4M (+$1.3M)
Filed 2026-11-06
North Star Investment Management Corp.
DECREASED
Shares140,095 from 142,204
Change-2,109 (-1%)
Value$52.4M (-$192.0K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares139,230 from 140,063
Change-833 (-1%)
Value$52.1M (+$276.5K)
Filed 2026-10-05
Briggs Wealth Management, Inc
INCREASED
Shares138,738 from 137,237
Change+1,501 (+1%)
Value$51.9M (+$1.1M)
Filed 2026-10-26
Mycio Wealth Partners, LLC
INCREASED
Shares138,695 from 2,212
Change+136,483 (+6170%)
Value$785.0K (-$33.6K)
Filed 2026-11-04
Gibson Wealth Advisors LLC
DECREASED
Shares138,190 from 139,687
Change-1,497 (-1%)
Value$51.7M (+$1.9K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares136,424 from 134,361
Change+2,063 (+2%)
Value$51.1M (+$1.3M)
Filed 2026-11-06
Morling Financial Advisors, LLC
INCREASED
Shares136,246 from 131,326
Change+4,920 (+4%)
Value$51.0M (+$2.4M)
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares135,780 from 135,614
Change+166 (+0%)
Value$50.8M (+$627.6K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares135,624 from 133,385
Change+2,239 (+2%)
Value$50.8M (+$1.4M)
Filed 2026-10-21
Lexington Hill Partners, LLC
INCREASED
Shares134,063 from 116,265
Change+17,798 (+15%)
Value$50.2M (+$7.1M)
Filed 2026-10-13
New England Private Wealth Advisors LLC
INCREASED
Shares133,844 from 132,573
Change+1,271 (+1%)
Value$50.1M (+$1.7M)
Filed 2026-10-19
Cypress Capital, LLC
DECREASED
Shares133,700 from 134,808
Change-1,108 (-1%)
Value$50.0M (+$151.8K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares133,353 from 111,109
Change+22,244 (+20%)
Value$49.9M (+$8.8M)
Filed 2026-10-14
Capitol Family Office, Inc.
INCREASED
Shares132,202 from 130,889
Change+1,313 (+1%)
Value$49.5M (+$1.0M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares131,501 from 131,409
Change+92 (+0%)
Value$49.2M (+$586.3K)
Filed 2026-10-26
Prentice Wealth Management LLC
INCREASED
Shares131,232 from 125,259
Change+5,973 (+5%)
Value$49.1M (+$2.8M)
Filed 2026-10-20
Johnson Financial Group, LLC
DECREASED
Shares131,087 from 153,392
Change-22,305 (-15%)
Value$49.1M (-$7.7M)
Filed 2026-11-03
Navigation Group, LLC
DECREASED
Shares130,647 from 132,663
Change-2,016 (-2%)
Value$48.9M (-$197.3K)
Filed 2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares130,217 from 125,610
Change+4,607 (+4%)
Value$48.7M (+$2.3M)
Filed 2026-10-29
Linscomb Wealth, Inc.
DECREASED
Shares128,995 from 131,648
Change-2,653 (-2%)
Value$48.3M (-$440.0K)
Filed 2026-11-05
Pacific Center for Financial Services
DECREASED
Shares128,554 from 130,284
Change-1,730 (-1%)
Value$48.1M (-$100.3K)
Filed 2026-10-15
Balentine LLC
DECREASED
Shares128,158 from 134,282
Change-6,124 (-5%)
Value$48.0M (-$1.7M)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares128,115 from 129,234
Change-1,119 (-1%)
Value$47.9M (+$124.2K)
Filed 2026-10-30
Guardsman Private Capital Management, Inc.
INCREASED
Shares128,113 from 128,055
Change+58 (+0%)
Value$47.9M (+$559.5K)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares128,024 from 82,317
Change+45,707 (+56%)
Value$47.9M (+$17.5M)
Filed 2026-10-07
Foundation Wealth Management, Llc\pa
INCREASED
Shares127,404 from 113,838
Change+13,566 (+12%)
Value$47.7M (+$5.6M)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares125,760 from 122,124
Change+3,636 (+3%)
Value$47.1M (+$1.9M)
Filed 2026-10-21
Mallini Complete Financial Planning LLC
DECREASED
Shares125,151 from 129,847
Change-4,696 (-4%)
Value$46.8M (-$1.2M)
Filed 2026-10-06
First Premier Bank
DECREASED
Shares124,683 from 126,010
Change-1,327 (-1%)
Value$46.7K (+$32)
Filed 2026-10-13
Liberty Capital Management, Inc.
INCREASED
Shares124,539 from 123,891
Change+648 (+1%)
Value$46.6M (+$762.8K)
Filed 2026-11-02
Integris Wealth Management, LLC
INCREASED
Shares124,074 from 111,124
Change+12,950 (+12%)
Value$46.4M (+$5.3M)
Filed 2026-10-14
Manuka Financial, LLC
INCREASED
Shares123,715 from 120,269
Change+3,446 (+3%)
Value$46.3M (+$1.8M)
Filed 2026-10-16
Penney Financial, LLC
INCREASED
Shares122,661 from 122,064
Change+597 (+0%)
Value$45.9M (+$736.1K)
Filed 2026-10-20
One Degree Advisors Inc
INCREASED
Shares122,352 from 120,821
Change+1,531 (+1%)
Value$46.8M (+$2.2M)
Filed 2026-11-06
PFG Advisors
DECREASED
Shares121,233 from 123,326
Change-2,093 (-2%)
Value$45.4M (-$265.1K)
Filed 2026-10-16
Sentinel Trust Co LBA
INCREASED
Shares121,177 from 115,924
Change+5,253 (+5%)
Value$45.3K (+$2.5K)
Filed 2026-11-03
Sterling Wealth Management, Inc.
INCREASED
Shares120,830 from 119,686
Change+1,144 (+1%)
Value$45.2M (+$931.0K)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares120,137 from 109,459
Change+10,678 (+10%)
Value$45.0M (+$4.5M)
Filed 2026-10-19
Annex Advisory Services, LLC
DECREASED
Shares117,379 from 118,403
Change-1,024 (-1%)
Value$43.9M (+$114.1K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
INCREASED
Shares116,398 from 111,306
Change+5,092 (+5%)
Value$44.2M (+$3.0M)
Filed 2026-10-27
Connecticut Wealth Management, LLC
INCREASED
Shares116,028 from 114,517
Change+1,511 (+1%)
Value$43.4M (+$1.0M)
Filed 2026-10-13
Stone Loft Wealth Management LLC
INCREASED
Shares115,520 from 110,105
Change+5,415 (+5%)
Value$43.2M (+$2.2M)
Filed 2026-11-03
My Personal CFO, LLC
INCREASED
Shares114,693 from 107,227
Change+7,466 (+7%)
Value$42.9M (+$3.2M)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares114,662 from 120,337
Change-5,675 (-5%)
Value$42.9M (-$1.6M)
Filed 2026-10-21
Beacon Capital Management, LLC
DECREASED
Shares112,692 from 128,327
Change-15,635 (-12%)
Value$42.2M (-$5.3M)
Filed 2026-10-23
Kings Path Partners LLC
DECREASED
Shares112,098 from 114,004
Change-1,906 (-2%)
Value$42.0M (-$234.6K)
Filed 2026-10-21
Olio Financial Planning
DECREASED
Shares110,189 from 112,899
Change-2,710 (-2%)
Value$41.2M (-$540.3K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares110,022 from 107,062
Change+2,960 (+3%)
Value$41.2M (+$1.6M)
Filed 2026-11-04
Gryphon Financial Partners LLC
DECREASED
Shares109,382 from 109,675
Change-293 (0%)
Value$40.9M (+$351.2K)
Filed 2026-11-04
Compass Financial Group, Inc
INCREASED
Shares109,257 from 107,616
Change+1,641 (+2%)
Value$40.9M (+$1.1M)
Filed 2026-10-13
Midwest Trust Co
INCREASED
Shares108,793 from 104,681
Change+4,112 (+4%)
Value$40.7M (+$2.0M)
Filed 2026-10-22
Telos Capital Management, Inc.
DECREASED
Shares108,609 from 109,957
Change-1,348 (-1%)
Value$40.6M (-$42.7K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares107,179 from 108,707
Change-1,528 (-1%)
Value$40.1M (-$115.3K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares105,797 from 103,363
Change+2,434 (+2%)
Value$39.6M (+$1.3M)
Filed 2026-10-16
Weinberger Asset Management, Inc
INCREASED
Shares105,146 from 104,758
Change+388 (+0%)
Value$39.3M (+$777.0K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares105,130 from 109,284
Change-4,154 (-4%)
Value$39.3M (-$1.1M)
Filed 2026-10-19
Scissortail Wealth Management, LLC
DECREASED
Shares104,984 from 108,661
Change-3,677 (-3%)
Value$39.3M (-$919.6K)
Filed 2026-11-03
Breakwater Investment Management
DECREASED
Shares104,534 from 112,814
Change-8,280 (-7%)
Value$39.1M (-$2.6M)
Filed 2026-10-20
Svrn Asset Management, LLC
DECREASED
Shares104,257 from 104,299
Change-42 (0%)
Value$39.0M (+$422.2K)
Filed 2026-11-02
Burns J W & Co Inc
INCREASED
Shares103,992 from 101,396
Change+2,596 (+3%)
Value$38.9M (+$1.4M)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares103,742 from 103,205
Change+537 (+1%)
Value$38.8M (+$634.2K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares102,107 from 102,645
Change-538 (-1%)
Value$38.3M (+$404.8K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares101,818 from 102,977
Change-1,159 (-1%)
Value$38.1M (-$1.1K)
Filed 2026-10-27
Washburn Capital Management, Inc.
INCREASED
Shares100,905 from 98,571
Change+2,334 (+2%)
Value$37.8M (+$1.3M)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares100,408 from 103,784
Change-3,376 (-3%)
Value$37.6M (-$827.7K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
DECREASED
Shares98,160 from 100,173
Change-2,013 (-2%)
Value$36.7M (-$332.8K)
Filed 2026-10-21
GenTrust, LLC
INCREASED
Shares97,941 from 97,825
Change+116 (+0%)
Value$36.7M (+$454.2K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
INCREASED
Shares97,155 from 94,520
Change+2,635 (+3%)
Value$36.4M (+$1.4M)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares97,097 from 95,918
Change+1,179 (+1%)
Value$36.3K (+$844)
Filed 2026-10-27
Greenspring Advisors, LLC
INCREASED
Shares96,862 from 43,356
Change+53,506 (+123%)
Value$36.3M (+$20.2M)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares96,792 from 64,154
Change+32,638 (+51%)
Value$36.6M (+$13.2M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares96,792 from 64,154
Change+32,638 (+51%)
Value$36.6M (+$13.2M)
Filed 2026-10-20
Beacon Financial Strategies Corp
DECREASED
Shares96,692 from 98,471
Change-1,779 (-2%)
Value$36.2M (-$252.1K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares96,690 from 93,371
Change+3,319 (+4%)
Value$36.2M (+$1.6M)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares96,620 from 96,017
Change+603 (+1%)
Value$36.2M (+$628.6K)
Filed 2026-10-29
David Kennon Inc
DECREASED
Shares95,241 from 95,930
Change-689 (-1%)
Value$35.6M (+$145.3K)
Filed 2026-10-13
Altiora Financial Group, LLC
DECREASED
Shares95,129 from 101,977
Change-6,848 (-7%)
Value$35.6M (-$2.1M)
Filed 2026-11-04
Blankinship & Foster, LLC
DECREASED
Shares95,100 from 97,034
Change-1,934 (-2%)
Value$35.6M (-$316.2K)
Filed 2026-10-19
Prudent Man Advisors, LLC
DECREASED
Shares94,988 from 117,125
Change-22,137 (-19%)
Value$35.5M (-$7.8M)
Filed 2026-11-03
KOM Wealth Management Group, LLC
INCREASED
Shares94,555 from 90,206
Change+4,349 (+5%)
Value$35.4M (+$2.0M)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares93,311 from 86,300
Change+7,011 (+8%)
Value$34.9M (+$3.0M)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares93,127 from 90,866
Change+2,261 (+2%)
Value$34.9M (+$1.2M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares91,706 from 64,147
Change+27,559 (+43%)
Value$34.3K (-$23.7M)
Filed 2026-11-05
Peak Financial Management, Inc.
DECREASED
Shares91,398 from 91,750
Change-352 (0%)
Value$34.2M (+$253.4K)
Filed 2026-10-16
HBK Sorce Advisory LLC
DECREASED
Shares91,233 from 91,793
Change-560 (-1%)
Value$32.9M (-$2.0M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares89,559 from 83,642
Change+5,917 (+7%)
Value$33.3M (+$2.3M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares88,719 from 76,368
Change+12,351 (+16%)
Value$33.2M (+$4.9M)
Filed 2026-10-22
Precedent Wealth Partners, LLC
INCREASED
Shares88,644 from 82,664
Change+5,980 (+7%)
Value$33.2M (+$2.6M)
Filed 2026-10-21
Great Diamond Partners, LLC
INCREASED
Shares88,142 from 87,989
Change+153 (+0%)
Value$33.0M (+$426.8K)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares87,952 from 85,269
Change+2,683 (+3%)
Value$32.9M (+$1.4M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares87,527 from 109,535
Change-22,008 (-20%)
Value$32.8M (-$2.4M)
Filed 2026-10-13
Crescent Grove Advisors, LLC
DECREASED
Shares87,488 from 87,864
Change-376 (0%)
Value$32.7M (+$228.2K)
Filed 2026-10-21
B&D White Capital Company, LLC
DECREASED
Shares87,032 from 87,825
Change-793 (-1%)
Value$32.6M (+$72.1K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares86,902 from 3,706
Change+83,196 (+2245%)
Value$32.5M (+$31.2M)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
INCREASED
Shares85,713 from 85,474
Change+239 (+0%)
Value$32.1M (+$448.3K)
Filed 2026-10-14
Horizon Wealth Management, LLC
DECREASED
Shares85,340 from 85,605
Change-265 (0%)
Value$31.9M (+$260.3K)
Filed 2026-11-02
Weaver Capital Management LLC
INCREASED
Shares84,432 from 2,038
Change+82,394 (+4043%)
Value$31.6M (+$30.9M)
Filed 2026-10-15
Cooke Wealth Management, LLC
DECREASED
Shares84,047 from 84,052
Change-5 (0%)
Value$31.5M (+$351.1K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
DECREASED
Shares83,508 from 84,581
Change-1,073 (-1%)
Value$31.3M (-$45.7K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
DECREASED
Shares83,486 from 84,658
Change-1,172 (-1%)
Value$31.2M (-$83.1K)
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares82,941 from 58,009
Change+24,932 (+43%)
Value$31.0M (+$9.6M)
Filed 2026-10-28
Define Financial, LLC
INCREASED
Shares82,833 from 74,719
Change+8,114 (+11%)
Value$31.0M (+$3.4M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares82,403 from 79,744
Change+2,659 (+3%)
Value$30.8M (+$1.3M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares81,531 from 79,090
Change+2,441 (+3%)
Value$30.5M (+$1.2M)
Filed 2026-11-05
Latigo Investments, LLC
UNCHANGED
Shares80,845 from 80,845
Change0 (0%)
Value$30.3M (+$339.5K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares80,782 from 82,386
Change-1,604 (-2%)
Value$30.4M (-$41.0K)
Filed 2026-10-15
Fairway Financial, LLC
INCREASED
Shares80,776 from 57,128
Change+23,648 (+41%)
Value$30.2M (+$9.1M)
Filed 2026-10-20
Gordian Advisors LLC
INCREASED
Shares80,721 from 80,337
Change+384 (+0%)
Value$30.2M (+$481.4K)
Filed 2026-10-30
Burrus Financial Services, Inc.
DECREASED
Shares80,582 from 87,378
Change-6,796 (-8%)
Value$30.2M (-$2.2M)
Filed 2026-10-22
Firestone Capital Management
DECREASED
Shares79,801 from 80,624
Change-823 (-1%)
Value$29.9M (+$30.6K)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares79,720 from 80,375
Change-655 (-1%)
Value$29.8M (+$92.2K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares78,089 from 77,169
Change+920 (+1%)
Value$29.2M (+$668.2K)
Filed 2026-11-06
Mullooly Asset Management, Inc.
INCREASED
Shares77,803 from 75,484
Change+2,319 (+3%)
Value$29.1M (+$1.2M)
Filed 2026-10-30
Bucket List Wealth Management, LLC
INCREASED
Shares77,408 from 74,953
Change+2,455 (+3%)
Value$29.0M (+$1.2M)
Filed 2026-10-22
Northwest Wealth Management, LLC
INCREASED
Shares76,780 from 76,318
Change+462 (+1%)
Value$28.7M (+$493.6K)
Filed 2026-10-30
Sound Portfolio Advisors, LLC
INCREASED
Shares76,339 from 75,620
Change+719 (+1%)
Value$28.6M (+$586.7K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares76,177 from 77,929
Change-1,752 (-2%)
Value$28.5M (-$328.2K)
Filed 2026-10-20
Sapient Capital LLC
INCREASED
Shares75,971 from 75,618
Change+353 (+0%)
Value$28.4M (+$449.5K)
Filed 2026-10-08
BCM Advisors, LLC
DECREASED
Shares75,904 from 115,200
Change-39,296 (-34%)
Value$28.2M (-$13.8M)
Filed 2026-11-03
Northstar Asset Management Co
DECREASED
Shares75,709 from 77,290
Change-1,581 (-2%)
Value$28.7M (+$509.4K)
Filed 2026-10-22
Financial Architects, LLC
DECREASED
Shares75,380 from 77,158
Change-1,778 (-2%)
Value$28.2M (-$341.3K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares75,116 from 67,876
Change+7,240 (+11%)
Value$28.1M (+$3.0M)
Filed 2026-10-16
Clarity Wealth Development LLC
INCREASED
Shares74,966 from 74,351
Change+615 (+1%)
Value$28.1M (+$542.5K)
Filed 2026-10-22
Aspect Partners, LLC
DECREASED
Shares74,845 from 74,989
Change-144 (0%)
Value$28.0M (+$261.1K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares74,739 from 75,753
Change-1,014 (-1%)
Value$28.0M (-$61.3K)
Filed 2026-10-26
Shotwell Rutter Baer Inc
DECREASED
Shares74,198 from 74,857
Change-659 (-1%)
Value$27.8M (+$67.6K)
Filed 2026-10-14
Essential Planning, Llc.
INCREASED
Shares74,105 from 70,599
Change+3,506 (+5%)
Value$27.7M (+$1.6M)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares74,077 from 77,507
Change-3,430 (-4%)
Value$27.7M (-$958.4K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED
Shares73,875 from 77,814
Change-3,939 (-5%)
Value$27.6M (-$1.1M)
Filed 2026-11-04
Pacific Park Financial, Inc.
DECREASED
Shares73,262 from 74,797
Change-1,535 (-2%)
Value$27.4M (-$260.3K)
Filed 2026-10-13
Sageworth Trust Co of South Dakota
DECREASED
Shares72,897 from 74,680
Change-1,783 (-2%)
Value$27.3M (-$353.6K)
Filed 2026-10-30
W.H. Cornerstone Investments Inc.
INCREASED
Shares72,840 from 70,334
Change+2,506 (+4%)
Value$27.3M (+$1.2M)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
INCREASED
Shares72,290 from 70,636
Change+1,654 (+2%)
Value$27.2M (+$1.2M)
Filed 2026-10-21
Simon Quick Advisors, LLC
DECREASED
Shares71,927 from 73,303
Change-1,376 (-2%)
Value$26.9M (-$207.2K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares71,684 from 102,623
Change-30,939 (-30%)
Value$26.8M (-$11.1M)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares71,638 from 71,573
Change+65 (+0%)
Value$26.8M (+$325.0K)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares71,597 from 47,772
Change+23,825 (+50%)
Value$26.8M (+$9.1M)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares71,544 from 57,474
Change+14,070 (+24%)
Value$26.8M (+$5.5M)
Filed 2026-10-30
Basso Capital Management, L.P.
INCREASED
Shares71,195 from 69,521
Change+1,674 (+2%)
Value$26.6M (+$918.6K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares71,143 from 70,601
Change+542 (+1%)
Value$26.6M (+$499.1K)
Filed 2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares71,128 from 70,742
Change+386 (+1%)
Value$26.6M (+$441.6K)
Filed 2026-10-19
Cascade Investment Group, Inc.
DECREASED
Shares70,982 from 71,159
Change-177 (0%)
Value$26.6M (+$232.4K)
Filed 2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares70,221 from 65,156
Change+5,065 (+8%)
Value$26.3M (+$2.2M)
Filed 2026-10-27
Washington Capital Management, Inc
DECREASED
Shares69,259 from 80,749
Change-11,490 (-14%)
Value$25.9M (-$4.0M)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares69,003 from 69,441
Change-438 (-1%)
Value$25.8M (+$127.5K)
Filed 2026-11-02
Bricktown Capital, LLC
DECREASED
Shares68,400 from 88,400
Change-20,000 (-23%)
Value$25.6M (-$7.1M)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares67,456 from 68,204
Change-748 (-1%)
Value$25.2M (+$6.5K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares66,650 from 68,433
Change-1,783 (-3%)
Value$24.9M (-$417.5K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares66,045 from 62,924
Change+3,121 (+5%)
Value$24.7M (+$1.4M)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
DECREASED
Shares65,446 from 67,736
Change-2,290 (-3%)
Value$24.5M (-$572.7K)
Filed 2026-10-21
Commerce Advisors, LLC
INCREASED
Shares64,674 from 43,665
Change+21,009 (+48%)
Value$24.2M (+$8.0M)
Filed 2026-10-19
Parisi Gray Wealth Management
INCREASED
Shares64,148 from 63,547
Change+601 (+1%)
Value$24.0M (+$492.1K)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares63,699 from 61,476
Change+2,223 (+4%)
Value$23.8M (+$1.1M)
Filed 2026-10-28
Almanack Investment Partners, Llc.
DECREASED
Shares63,052 from 63,670
Change-618 (-1%)
Value$23.6M (+$36.1K)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares62,907 from 62,906
Change+1 (0%)
Value$23.5M (+$264.4K)
Filed 2026-10-26
Entrust Financial LLC
INCREASED
Shares62,497 from 57,729
Change+4,768 (+8%)
Value$23.4M (+$2.0M)
Filed 2026-11-04
VVR Holdings LLC
INCREASED
Shares62,443 from 60,342
Change+2,101 (+3%)
Value$23.4M (+$1.0M)
Filed 2026-10-19
HT Partners LLC
DECREASED
Shares62,212 from 62,250
Change-38 (0%)
Value$23.3M (+$247.2K)
Filed 2026-10-20
Industrial Alliance Investment Management Inc.
DECREASED
Shares62,180 from 63,163
Change-983 (-2%)
Value$23.3K (-$23.3M)
Filed 2026-10-29
5th Street Advisors, LLC
INCREASED
Shares62,127 from 61,419
Change+708 (+1%)
Value$23.3M (+$523.3K)
Filed 2026-11-04
Redw Wealth LLC
DECREASED
Shares62,051 from 65,597
Change-3,546 (-5%)
Value$23.2M (-$1.1M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
DECREASED
Shares61,769 from 62,271
Change-502 (-1%)
Value$23.1M (+$73.7K)
Filed 2026-11-02
Ahara Advisors LLC
INCREASED
Shares61,506 from 56,035
Change+5,471 (+10%)
Value$23.0M (+$2.3M)
Filed 2026-10-29
Addis & Hill, Inc
UNCHANGED
Shares60,866 from 60,866
Change0 (0%)
Value$22.5M ($0)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares60,801 from 60,889
Change-88 (0%)
Value$23.2M (+$653.3K)
Filed 2026-10-20
Nova R Wealth, Inc.
INCREASED
Shares60,780 from 59,634
Change+1,146 (+2%)
Value$22.7M (+$679.4K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares60,662 from 58,985
Change+1,677 (+3%)
Value$22.7M (+$875.4K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares60,434 from 58,165
Change+2,269 (+4%)
Value$22.7M (+$1.2M)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares60,416 from 57,284
Change+3,132 (+5%)
Value$22.6M (+$1.4M)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
INCREASED
Shares60,199 from 59,721
Change+478 (+1%)
Value$22.6M (+$532.3K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares60,086 from 59,055
Change+1,031 (+2%)
Value$22.5M (+$633.8K)
Filed 2026-10-15
iA Global Asset Management Inc.
INCREASED
Shares59,541 from 47,062
Change+12,479 (+27%)
Value$22.3K (-$17.4M)
Filed 2026-10-29
Level Four Advisory Services, LLC
INCREASED
Shares58,826 from 47,230
Change+11,596 (+25%)
Value$22.0M (+$4.5M)
Filed 2026-11-06
Meridian Wealth Management, LLC
INCREASED
Shares57,938 from 56,076
Change+1,862 (+3%)
Value$21.7M (+$932.3K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares57,871 from 61,345
Change-3,474 (-6%)
Value$21.7M (-$1.1M)
Filed 2026-11-03
Sigma Investment Counselors Inc
INCREASED
Shares57,806 from 50,238
Change+7,568 (+15%)
Value$21.6M (+$3.0M)
Filed 2026-10-27
Monument Group Wealth Advisors, LLC
DECREASED
Shares57,805 from 58,267
Change-462 (-1%)
Value$21.6M (+$71.7K)
Filed 2026-10-21
Trace Wealth Advisors, LLC
DECREASED
Shares57,776 from 57,926
Change-150 (0%)
Value$21.6M (+$187.2K)
Filed 2026-10-30
Sard Wealth Management Group, LLC
INCREASED
Shares57,604 from 57,239
Change+365 (+1%)
Value$21.6M (+$376.9K)
Filed 2026-10-16
Clarity Capital Advisors, LLC
INCREASED
Shares57,573 from 56,052
Change+1,521 (+3%)
Value$21.5M (+$804.5K)
Filed 2026-10-27
Avion Wealth
INCREASED
Shares57,086 from 55,297
Change+1,789 (+3%)
Value$21.4K (-$20.4M)
Filed 2026-11-04
McClarren Financial Advisors, Inc.
INCREASED
Shares57,070 from 56,550
Change+520 (+1%)
Value$21.4M (+$432.2K)
Filed 2026-10-15
Black Diamond Financial, LLC
INCREASED
Shares56,979 from 54,965
Change+2,014 (+4%)
Value$21.3M (+$984.5K)
Filed 2026-10-26
Axos Invest Inc.
DECREASED
Shares56,737 from 59,943
Change-3,206 (-5%)
Value$21.2M (-$947.9K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares56,349 from 55,263
Change+1,086 (+2%)
Value$21.1M (+$638.8K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares56,325 from 46,059
Change+10,266 (+22%)
Value$21.1K (-$17.0M)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares56,220 from 35,957
Change+20,263 (+56%)
Value$21.0M (+$7.7M)
Filed 2026-10-26
Washington Trust Co
INCREASED
Shares56,132 from 56,028
Change+104 (+0%)
Value$21.0M (+$274.2K)
Filed 2026-10-22
Cresta Advisors, Ltd.
DECREASED
Shares56,066 from 74,775
Change-18,709 (-25%)
Value$21.0M (-$6.7M)
Filed 2026-10-14
MontVue Capital Management, Inc.
INCREASED
Shares56,039 from 55,936
Change+103 (+0%)
Value$21.0M (+$273.4K)
Filed 2026-10-19
Kaydan Wealth Management, Inc.
INCREASED
Shares55,628 from 36,601
Change+19,027 (+52%)
Value$20.8M (+$7.3M)
Filed 2026-10-08
Long Island Wealth Management, Inc.
INCREASED
Shares55,239 from 55,238
Change+1 (0%)
Value$20.7M (+$232.4K)
Filed 2026-10-20
Reality Financial Planning Services, LLC
INCREASED
Shares55,210 from 55,140
Change+70 (+0%)
Value$20.7M (+$257.9K)
Filed 2026-11-03
AA Financial Advisors, LLC
DECREASED
Shares55,059 from 55,335
Change-276 (0%)
Value$20.6M (+$129.3K)
Filed 2026-10-19
University of Maryland Foundation, Inc.
UNCHANGED
Shares54,783 from 54,783
Change0 (0%)
Value$20.5K (-$20.3M)
Filed 2026-11-04
Legacy Financial Strategies, LLC
INCREASED
Shares54,749 from 53,791
Change+958 (+2%)
Value$20.5M (+$584.5K)
Filed 2026-10-15
Semitam Bonam LLC
INCREASED
Shares54,691 from 51,101
Change+3,590 (+7%)
Value$20.5M (+$1.6M)
Filed 2026-10-27
Maryland Capital Advisors Inc.
INCREASED
Shares54,388 from 54,228
Change+160 (+0%)
Value$20.4M (+$287.5K)
Filed 2026-10-15
Fullerton Advisors, LLC
INCREASED
Shares54,289 from 54,002
Change+287 (+1%)
Value$20.3M (+$334.0K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares54,159 from 54,673
Change-514 (-1%)
Value$20.3M (+$37.2K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
INCREASED
Shares54,146 from 50,481
Change+3,665 (+7%)
Value$20.3M (+$1.6M)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares53,895 from 58,978
Change-5,083 (-9%)
Value$20.2M (-$1.7M)
Filed 2026-10-23
GFS Advisors, LLC
INCREASED
Shares53,601 from 51,606
Change+1,995 (+4%)
Value$20.1M (+$19.1M)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares53,488 from 51,044
Change+2,444 (+5%)
Value$20.0M (+$1.1M)
Filed 2026-10-13
BFI Infinity Ltd.
INCREASED
Shares52,901 from 41,225
Change+11,676 (+28%)
Value$19.8M (+$4.5M)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
DECREASED
Shares52,344 from 52,527
Change-183 (0%)
Value$19.6M (+$152.1K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares52,172 from 53,235
Change-1,063 (-2%)
Value$19.5M (-$174.2K)
Filed 2026-10-30
Bulwark Capital Corp
INCREASED
Shares51,870 from 51,209
Change+661 (+1%)
Value$19.4M (+$462.5K)
Filed 2026-10-13
Park National Corp
INCREASED
Shares51,565 from 50,087
Change+1,478 (+3%)
Value$19.3M (+$763.5K)
Filed 2026-10-05
First Horizon Corp
INCREASED
Shares51,365 from 49,710
Change+1,655 (+3%)
Value$19.2M (+$828.2K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares51,363 from 52,400
Change-1,037 (-2%)
Value$19.2M (-$167.8K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares50,679 from 46,138
Change+4,541 (+10%)
Value$19.0M (+$1.9M)
Filed 2026-10-26
Associated Banc-Corp
INCREASED
Shares50,573 from 48,879
Change+1,694 (+3%)
Value$18.9M (+$839.3K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
DECREASED
Shares50,538 from 51,439
Change-901 (-2%)
Value$18.9M (-$121.4K)
Filed 2026-11-04
Stonekeep Investments, LLC
INCREASED
Shares50,395 from 49,073
Change+1,322 (+3%)
Value$18.9M (+$18.8M)
Filed 2026-10-15
Focused Alpha, LLC
INCREASED
Shares50,040 from 47,025
Change+3,015 (+6%)
Value$18.7M (+$1.3M)
Filed 2026-10-20
Prosperity Advisers, LLC
DECREASED
Shares49,969 from 50,841
Change-872 (-2%)
Value$18.7M (-$112.8K)
Filed 2026-10-28
Sherman Asset Management, Inc.
DECREASED
Shares49,501 from 49,695
Change-194 (0%)
Value$18.5M (+$136.3K)
Filed 2026-11-05
LifeGuide Financial Advisors, LLC
DECREASED
Shares49,481 from 51,724
Change-2,243 (-4%)
Value$18.5M (-$622.4K)
Filed 2026-10-20
Great Lakes Retirement, Inc.
INCREASED
Shares49,463 from 46,691
Change+2,772 (+6%)
Value$18.5M (+$1.2M)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares49,294 from 48,417
Change+877 (+2%)
Value$18.4M (+$562.9K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares49,166 from 48,502
Change+664 (+1%)
Value$18.4M (+$452.1K)
Filed 2026-10-22
Sjbenen Advisory, LLC
INCREASED
Shares48,397 from 47,687
Change+710 (+1%)
Value$18.3M (+$663.7K)
Filed 2026-10-19
Skyline Advisors, Inc.
INCREASED
Shares48,266 from 48,253
Change+13 (+0%)
Value$18.1M (+$207.4K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares47,737 from 48,941
Change-1,204 (-2%)
Value$17.9M (-$244.8K)
Filed 2026-11-03
Index Fund Advisors, Inc.
INCREASED
Shares47,654 from 47,515
Change+139 (+0%)
Value$17.8M (+$251.4K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
DECREASED
Shares47,442 from 47,452
Change-10 (0%)
Value$17.8M (+$195.5K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares47,143 from 46,567
Change+576 (+1%)
Value$17.6M (+$410.9K)
Filed 2026-10-14
Ironsides Asset Advisors, LLC
DECREASED
Shares46,947 from 48,016
Change-1,069 (-2%)
Value$17.6M (-$198.2K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares46,895 from 48,275
Change-1,380 (-3%)
Value$17.5M (-$313.9K)
Filed 2026-10-08
New Covenant Trust Company, N.A.
DECREASED
Shares46,784 from 46,790
Change-6 (0%)
Value$17.5M (+$194.3K)
Filed 2026-10-08
Next Level Wealth Planning, LLC
DECREASED
Shares46,414 from 46,534
Change-120 (0%)
Value$17.4M (+$149.9K)
Filed 2026-10-29
Able Financial Group, LLC
INCREASED
Shares46,251 from 41,482
Change+4,769 (+12%)
Value$17.3M (+$2.0M)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares46,176 from 36,664
Change+9,512 (+26%)
Value$17.3M (+$3.7M)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares45,985 from 44,388
Change+1,597 (+4%)
Value$17.2M (+$784.0K)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares45,581 from 53,937
Change-8,356 (-15%)
Value$17.1M (-$2.9M)
Filed 2026-10-01
Oppenheimer & Co Inc
INCREASED
Shares45,474 from 45,325
Change+149 (+0%)
Value$17.0M (+$246.1K)
Filed 2026-10-26
Heirloom Wealth Management
INCREASED
Shares45,134 from 43,579
Change+1,555 (+4%)
Value$16.9M (+$765.2K)
Filed 2026-10-14
Capital Square, LLC
INCREASED
Shares45,125 from 41,812
Change+3,313 (+8%)
Value$16.9M (+$1.3M)
Filed 2026-10-19
Klingman & Associates, LLC
INCREASED
Shares45,110 from 44,970
Change+140 (+0%)
Value$16.9M (+$241.3K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares44,805 from 33,474
Change+11,331 (+34%)
Value$16.8M (+$4.4M)
Filed 2026-10-08
Sharper & Granite LLC
DECREASED
Shares44,593 from 44,889
Change-296 (-1%)
Value$14.3M (-$2.3M)
Filed 2026-11-02
Warwick Investment Management, Inc.
DECREASED
Shares44,395 from 45,988
Change-1,593 (-3%)
Value$16.6M (-$402.9K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares43,856 from 46,463
Change-2,607 (-6%)
Value$16.4M (-$780.9K)
Filed 2026-10-23
Caldwell Trust Co
INCREASED
Shares43,788 from 43,751
Change+37 (+0%)
Value$16.4M (+$197.6K)
Filed 2026-10-30
Berman McAleer LLC
DECREASED
Shares43,681 from 43,895
Change-214 (0%)
Value$16.3M (+$104.4K)
Filed 2026-10-16
Olistico Wealth, LLC
DECREASED
Shares43,468 from 825,883
Change-782,415 (-95%)
Value$16.3M (+$163.7K)
Filed 2026-10-05
Bokf, NA
INCREASED
Shares43,399 from 42,434
Change+965 (+2%)
Value$16.2M (+$539.4K)
Filed 2026-10-27
Pachira Investments Inc.
INCREASED
Shares43,362 from 40,701
Change+2,661 (+7%)
Value$16.2M (+$1.2M)
Filed 2026-10-14
Ares Financial Consulting, LLC
DECREASED
Shares43,309 from 44,884
Change-1,575 (-4%)
Value$16.2M (-$400.9K)
Filed 2026-10-19
Avant Financial Advisors LLC
INCREASED
Shares43,060 from 42,678
Change+382 (+1%)
Value$16.1M (+$322.2K)
Filed 2026-11-02
Intelligent Financial Strategies
INCREASED
Shares43,017 from 42,620
Change+397 (+1%)
Value$16.1M (+$327.5K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares42,849
Change+42,849
Value$16.0M
Filed 2026-10-14
Waldron Private Wealth LLC
INCREASED
Shares42,832 from 41,934
Change+898 (+2%)
Value$16.0M (+$511.2K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares42,726 from 41,620
Change+1,106 (+3%)
Value$16.0M (+$588.7K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares42,718 from 41,721
Change+997 (+2%)
Value$16.0M (+$548.2K)
Filed 2026-10-14
Disciplina Capital Management LLC
DECREASED
Shares42,635 from 43,510
Change-875 (-2%)
Value$16.0M (-$144.7K)
Filed 2026-11-06
Synergy Asset Management, LLC
DECREASED
Shares42,632 from 43,479
Change-847 (-2%)
Value$16.0M (-$134.4K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares42,608 from 41,731
Change+877 (+2%)
Value$16.0M (+$575.9K)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares42,458 from 60,449
Change-17,991 (-30%)
Value$15.9M (-$6.5M)
Filed 2026-10-16
NIA Impact Advisors, LLC
DECREASED
Shares42,217 from 43,575
Change-1,358 (-3%)
Value$15.8M (-$325.2K)
Filed 2026-11-04
Seven Post Investment Office LP
DECREASED
Shares42,092 from 45,938
Change-3,846 (-8%)
Value$15.8M (-$1.2M)
Filed 2026-10-26
Melfa Wealth Management, Inc.
INCREASED
Shares41,947 from 39,655
Change+2,292 (+6%)
Value$15.7M (+$1.0M)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED
Shares41,924 from 42,749
Change-825 (-2%)
Value$15.7M (-$129.2K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
INCREASED
Shares41,697 from 41,644
Change+53 (+0%)
Value$15.6M (+$194.7K)
Filed 2026-10-20
Ironwood Financial, llc
INCREASED
Shares41,679 from 40,713
Change+966 (+2%)
Value$15.6M (+$543.0K)
Filed 2026-10-20
Cornerstone Management, Inc.
DECREASED
Shares41,589 from 42,589
Change-1,000 (-2%)
Value$15.6M (-$195.4K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares41,580 from 43,184
Change-1,604 (-4%)
Value$15.6M (-$418.9K)
Filed 2026-11-06
First Hawaiian Bank
UNCHANGED
Shares41,573 from 41,573
Change0 (0%)
Value$15.6M (+$174.6K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares41,562 from 36,424
Change+5,138 (+14%)
Value$15.6M (+$2.1M)
Filed 2026-10-07
Avior Wealth Management, LLC
DECREASED
Shares41,474 from 41,969
Change-495 (-1%)
Value$15.5M (-$8.9K)
Filed 2026-10-13
Atala Financial Inc
INCREASED
Shares41,065 from 28,925
Change+12,140 (+42%)
Value$15.4M (+$4.7M)
Filed 2026-10-22
Lantz Financial LLC
DECREASED
Shares40,973 from 41,154
Change-181 (0%)
Value$15.3M (+$105.2K)
Filed 2026-10-15
Good Steward Wealth Advisors,LLC
INCREASED
Shares40,937 from 40,895
Change+42 (+0%)
Value$15.3M (+$187.5K)
Filed 2026-11-06
LexAurum Advisors, LLC
DECREASED
Shares40,655 from 41,493
Change-838 (-2%)
Value$15.2M (-$139.5K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares40,623 from 31,149
Change+9,474 (+30%)
Value$15.2M (+$3.7M)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares40,611 from 35,407
Change+5,204 (+15%)
Value$15.2M (+$2.1M)
Filed 2026-10-08
Rinkey Investments
INCREASED
Shares40,395 from 39,953
Change+442 (+1%)
Value$15.1M (+$333.0K)
Filed 2026-10-28
Squire Investment Management Company, LLC
INCREASED
Shares40,254 from 39,664
Change+590 (+1%)
Value$15.1M (+$387.3K)
Filed 2026-11-03
Shayne & Jacobs, LLC
INCREASED
Shares40,213 from 39,568
Change+645 (+2%)
Value$15.0M (+$407.6K)
Filed 2026-10-21
Yousif Capital Management, LLC
INCREASED
Shares40,063 from 39,951
Change+112 (+0%)
Value$15.0M (+$209.7K)
Filed 2026-10-22
Vaquero Private Wealth, LTD
DECREASED
Shares39,865 from 39,868
Change-3 (0%)
Value$14.9M (+$166.2K)
Filed 2026-10-27
Canopy Partners, LLC
DECREASED
Shares39,151 from 39,895
Change-744 (-2%)
Value$14.7M (-$110.9K)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares39,088 from 34,991
Change+4,097 (+12%)
Value$14.6M (+$1.7M)
Filed 2026-11-03
CX Institutional
DECREASED
Shares38,963 from 64,827
Change-25,864 (-40%)
Value$14.6K (-$9.4K)
Filed 2026-10-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares38,936 from 38,504
Change+432 (+1%)
Value$14.7M (+$479.3K)
Filed 2026-10-21
Dmkc Advisory Services, LLC
DECREASED
Shares38,928 from 45,993
Change-7,065 (-15%)
Value$14.6M (-$2.5M)
Filed 2026-11-04
Tortoise Investment Management, LLC
DECREASED
Shares38,685 from 38,756
Change-71 (0%)
Value$14.5M (+$136.2K)
Filed 2026-11-06
Ti-Trust, Inc
DECREASED
Shares38,625 from 38,811
Change-186 (0%)
Value$14.5M (+$93.4K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares38,485 from 39,286
Change-801 (-2%)
Value$14.4M (-$134.6K)
Filed 2026-10-22
HMV Wealth Advisors, LLC
DECREASED
Shares38,226 from 38,510
Change-284 (-1%)
Value$14.3M (+$55.5K)
Filed 2026-10-27
One Day In July LLC
DECREASED
Shares37,948 from 38,532
Change-584 (-2%)
Value$14.2M (-$56.6K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares37,899 from 37,586
Change+313 (+1%)
Value$14.2M (+$275.2K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares37,711 from 37,133
Change+578 (+2%)
Value$14.1M (+$372.1K)
Filed 2026-10-20
Ramiah Investment Group
INCREASED
Shares37,396 from 36,185
Change+1,211 (+3%)
Value$14.0M (+$605.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares37,231 from 34,746
Change+2,485 (+7%)
Value$13.9M (+$1.1M)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares37,200 from 36,627
Change+573 (+2%)
Value$13.9M (+$368.3K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares37,123 from 35,124
Change+1,999 (+6%)
Value$13.9M (+$895.7K)
Filed 2026-10-29
Symmetry Partners, LLC
DECREASED
Shares37,047 from 37,690
Change-643 (-2%)
Value$13.9M (-$82.4K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares36,967 from 25,547
Change+11,420 (+45%)
Value$13.8M (+$4.5M)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares36,765 from 36,765
Change0 (0%)
Value$13.8K (-$13.6M)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares36,476 from 36,222
Change+254 (+1%)
Value$13.8M (+$390.2K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares36,423 from 45,432
Change-9,009 (-20%)
Value$13.6M (-$3.2M)
Filed 2026-10-14
Great Point Wealth Advisors, LLC
DECREASED
Shares36,374 from 37,081
Change-707 (-2%)
Value$13.6M (-$108.8K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares36,110 from 39,258
Change-3,148 (-8%)
Value$13.5M (-$1.0M)
Filed 2026-10-08
Blackston Financial Advisory Group, LLC
DECREASED
Shares36,031 from 37,327
Change-1,296 (-3%)
Value$13.5M (-$328.3K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares35,999 from 34,948
Change+1,051 (+3%)
Value$13.7M (+$803.7K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares35,982 from 31,556
Change+4,426 (+14%)
Value$13.5M (+$1.8M)
Filed 2026-10-02
Dynamic Advisor Solutions LLC
INCREASED
Shares35,982 from 33,970
Change+2,012 (+6%)
Value$13.5M (+$895.7K)
Filed 2026-10-13
Emprise Bank
DECREASED
Shares35,982 from 36,372
Change-390 (-1%)
Value$13.5M (+$6.8K)
Filed 2026-10-07
IFP Advisors, Inc
DECREASED
Shares35,919 from 36,746
Change-827 (-2%)
Value$13.4M (-$155.2K)
Filed 2026-10-16
Culbertson A N & Co Inc
DECREASED
Shares35,658 from 36,726
Change-1,068 (-3%)
Value$13.3M (-$245.4K)
Filed 2026-10-21
Autumn Glory Partners, LLC
INCREASED
Shares35,637 from 34,044
Change+1,593 (+5%)
Value$13.3M (+$739.3K)
Filed 2026-10-26
Professional Financial Advisors, LLC
INCREASED
Shares35,533 from 35,269
Change+264 (+1%)
Value$13.3M (+$246.6K)
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares35,494 from 39,097
Change-3,603 (-9%)
Value$13.3M (-$1.2M)
Filed 2026-10-22
Sonata Capital Group Inc
DECREASED
Shares35,470 from 35,774
Change-304 (-1%)
Value$13.3M (+$36.5K)
Filed 2026-10-19
West Financial Advisors, LLC
INCREASED
Shares35,403 from 16,509
Change+18,894 (+114%)
Value$13.2M (+$7.1M)
Filed 2026-10-22
Tenon Financial LLC
INCREASED
Shares35,336 from 26,489
Change+8,847 (+33%)
Value$13.2M (+$3.4M)
Filed 2026-10-14
Cambridge Advisors Inc.
DECREASED
Shares35,252 from 35,820
Change-568 (-2%)
Value$13.2M (-$61.9K)
Filed 2026-10-19
Aerodigm Wealth, LLC
DECREASED
Shares35,205 from 36,447
Change-1,242 (-3%)
Value$13.2M (-$311.5K)
Filed 2026-10-16
Calder Financial LLC
DECREASED
Shares35,180 from 35,974
Change-794 (-2%)
Value$13.2M (-$146.3K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares35,168 from 35,894
Change-726 (-2%)
Value$13.2M (-$121.0K)
Filed 2026-10-20
Highland Capital Management, LLC
INCREASED
Shares35,046 from 34,959
Change+87 (+0%)
Value$13.1M (+$179.1K)
Filed 2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares34,995 from 35,155
Change-160 (0%)
Value$13.1M (+$87.9K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares34,893 from 33,724
Change+1,169 (+3%)
Value$13.1M (+$579.1K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares34,883 from 35,577
Change-694 (-2%)
Value$13.1M (-$110.4K)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares34,872 from 22,784
Change+12,088 (+53%)
Value$13.1M (+$4.6M)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares34,750 from 41,079
Change-6,329 (-15%)
Value$13.0M (-$2.2M)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares34,598 from 34,119
Change+479 (+1%)
Value$12.9M (+$322.6K)
Filed 2026-10-27
Atlas Brown,Inc.
INCREASED
Shares34,575 from 33,530
Change+1,045 (+3%)
Value$12.9M (+$532.0K)
Filed 2026-10-09
Greenwood Gearhart LLC
INCREASED
Shares34,311 from 34,045
Change+266 (+1%)
Value$12.8M (+$242.6K)
Filed 2026-11-02
Garner Asset Management Corp
INCREASED
Shares34,293 from 33,162
Change+1,131 (+3%)
Value$12.9M (+$608.8K)
Filed 2026-10-30
Partners in Financial Planning
DECREASED
Shares34,147 from 35,649
Change-1,502 (-4%)
Value$12.8M (-$412.4K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares33,904 from 33,466
Change+438 (+1%)
Value$12.7M (+$304.5K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares33,859 from 34,067
Change-208 (-1%)
Value$12.7M (+$65.4K)
Filed 2026-10-16
Gridiron Partners, LLC
INCREASED
Shares33,360 from 27,534
Change+5,826 (+21%)
Value$12.5M (+$2.3M)
Filed 2026-10-08
Endowment Wealth Management, Inc.
INCREASED
Shares33,273 from 31,847
Change+1,426 (+4%)
Value$12.5M (+$667.4K)
Filed 2026-11-03
Romano Brothers and Company
INCREASED
Shares33,259 from 25,191
Change+8,068 (+32%)
Value$12.4M (+$3.1M)
Filed 2026-10-22
Moulton Wealth Management, Inc
DECREASED
Shares33,239 from 33,953
Change-714 (-2%)
Value$12.5M (-$107.6K)
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares33,194 from 33,122
Change+72 (+0%)
Value$12.4M (+$166.1K)
Filed 2026-10-16
Iron Financial LLC
DECREASED
Shares33,156 from 33,543
Change-387 (-1%)
Value$12.4M (-$3.8K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares33,137 from 31,329
Change+1,808 (+6%)
Value$12.4M (+$808.3K)
Filed 2026-10-05
L.K. Benson & Company, P.C.
INCREASED
Shares33,015 from 29,559
Change+3,456 (+12%)
Value$12.4M (+$1.4M)
Filed 2026-10-23
Imc-Chicago, LLC
DECREASED
Shares32,734 from 71,328
Change-38,594 (-54%)
Value$12.3M (-$14.1M)
Filed 2026-11-05
Trinity Financial Advisors LLC
DECREASED
Shares32,658 from 33,989
Change-1,331 (-4%)
Value$12.2M (-$355.2K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
DECREASED
Shares32,654 from 32,786
Change-132 (0%)
Value$12.2M (+$88.3K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares32,627 from 32,319
Change+308 (+1%)
Value$12.2M (+$250.8K)
Filed 2026-10-16
RHS Financial, LLC
INCREASED
Shares32,599 from 30,162
Change+2,437 (+8%)
Value$12.2M (+$1.0M)
Filed 2026-10-13
TPG Advisors LLC
INCREASED
Shares32,541 from 31,120
Change+1,421 (+5%)
Value$12.2M (+$662.4K)
Filed 2026-10-16
Wesbanco Bank Inc
DECREASED
Shares32,465 from 48,567
Change-16,102 (-33%)
Value$12.1M (-$5.8M)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares32,359 from 29,694
Change+2,665 (+9%)
Value$12.1M (+$1.1M)
Filed 2026-11-02
Silver Oak Advisory Group, Inc.
DECREASED
Shares32,229 from 32,776
Change-547 (-2%)
Value$12.1M (-$66.6K)
Filed 2026-11-06
Swmg, LLC
DECREASED
Shares32,216 from 32,787
Change-571 (-2%)
Value$12.1M (-$91.4K)
Filed 2026-10-23
Compass Financial Group, Inc.
INCREASED
Shares31,791 from 29,800
Change+1,991 (+7%)
Value$11.9M (+$870.3K)
Filed 2026-11-06
Northland Capital Management LLC
INCREASED
Shares31,742 from 31,100
Change+642 (+2%)
Value$11.9M (+$370.7K)
Filed 2026-10-15
Van Cleef Asset Management,Inc
DECREASED
Shares31,625 from 31,676
Change-51 (0%)
Value$11.8M (+$114.0K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares31,609 from 28,864
Change+2,745 (+10%)
Value$11.8M (+$1.2M)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares31,559 from 30,693
Change+866 (+3%)
Value$11.8M (+$452.9K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares31,460 from 28,227
Change+3,233 (+11%)
Value$11.8M (+$1.3M)
Filed 2026-10-13
Weitzel Financial Services, Inc.
INCREASED
Shares31,391 from 30,853
Change+538 (+2%)
Value$11.9M (+$524.0K)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
INCREASED
Shares31,319 from 31,303
Change+16 (+0%)
Value$11.7M (+$137.5K)
Filed 2026-11-03
SVB Wealth LLC
DECREASED
Shares31,140 from 31,387
Change-247 (-1%)
Value$11.7M (+$39.4K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares31,091 from 31,635
Change-544 (-2%)
Value$11.6M (-$70.7K)
Filed 2026-10-05
Focus Financial Network, Inc.
DECREASED
Shares31,013 from 34,274
Change-3,261 (-10%)
Value$11.6M (-$1.1M)
Filed 2026-10-14
Paladin Partners, LLC
DECREASED
Shares30,959 from 31,552
Change-593 (-2%)
Value$11.6M (-$89.7K)
Filed 2026-10-06
Greenbush Financial Group, LLC
DECREASED
Shares30,958 from 31,953
Change-995 (-3%)
Value$11.6M (-$237.9K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares30,693 from 29,266
Change+1,427 (+5%)
Value$11.5M (+$657.2K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares30,679
Change+30,679
Value$11.4K
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares30,421 from 29,330
Change+1,091 (+4%)
Value$11.4M (+$531.6K)
Filed 2026-10-13
Philip James Wealth Mangement, LLC
DECREASED
Shares30,369 from 31,098
Change-729 (-2%)
Value$11.4M (-$142.4K)
Filed 2026-10-27
Legacy Wealth Management, LLC
INCREASED
Shares30,300 from 29,077
Change+1,223 (+4%)
Value$11.3M (+$579.9K)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares30,085 from 30,529
Change-444 (-1%)
Value$11.3M (-$38.1K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED
Shares30,002 from 30,179
Change-177 (-1%)
Value$11.2M (+$60.5K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
INCREASED
Shares29,976 from 29,665
Change+311 (+1%)
Value$11.2M (+$241.1K)
Filed 2026-10-29
Consilium Wealth Advisory, LLC
INCREASED
Shares29,946 from 29,581
Change+365 (+1%)
Value$11.2M (+$260.8K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares29,691 from 29,517
Change+174 (+1%)
Value$11.1M (+$188.9K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares29,686 from 34,040
Change-4,354 (-13%)
Value$11.1M (-$1.5M)
Filed 2026-10-28
Financial Planning Hawaii, Inc.
INCREASED
Shares29,515 from 27,657
Change+1,858 (+7%)
Value$11.0M (+$811.6K)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares29,480 from 29,367
Change+113 (+0%)
Value$11.0M (+$165.6K)
Filed 2026-10-20
Peck Wealth Management, LLC
UNCHANGED
Shares29,404 from 29,404
Change0 (0%)
Value$11.0M (+$123.5K)
Filed 2026-10-29
Univest Financial Corp
DECREASED
Shares29,330 from 30,870
Change-1,540 (-5%)
Value$11.0M (-$446.7K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares29,291 from 28,436
Change+855 (+3%)
Value$11.0M (+$439.3K)
Filed 2026-10-29
Stevens Capital Partners
INCREASED
Shares29,233 from 28,718
Change+515 (+2%)
Value$10.9M (+$313.4K)
Filed 2026-10-29
Farnam Financial LLC
DECREASED
Shares29,136 from 29,835
Change-699 (-2%)
Value$10.9M (-$141.2K)
Filed 2026-10-21
Calamos Wealth Management LLC
INCREASED
Shares29,093 from 23,791
Change+5,302 (+22%)
Value$10.9M (+$2.1M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares28,768 from 26,115
Change+2,653 (+10%)
Value$10.8M (+$1.1M)
Filed 2026-10-21
Wealth Effects LLC
INCREASED
Shares28,691 from 28,679
Change+12 (+0%)
Value$10.7M (+$125.0K)
Filed 2026-10-23
Apex Wealth Management, LLC
INCREASED
Shares28,603 from 27,568
Change+1,035 (+4%)
Value$10.7M (+$502.9K)
Filed 2026-10-20
Fisher Asset Management, LLC
DECREASED
Shares28,448 from 29,001
Change-553 (-2%)
Value$10.6M (-$85.3K)
Filed 2026-11-06
Plan Group Financial, LLC
DECREASED
Shares28,397 from 29,842
Change-1,445 (-5%)
Value$10.7M (-$334.5K)
Filed 2026-10-22
Rolek Wealth Management LLC
UNCHANGED
Shares28,386 from 28,386
Change0 (0%)
Value$10.6M (+$119.2K)
Filed 2026-10-21
Chesley Taft & Associates LLC
DECREASED
Shares28,377 from 28,726
Change-349 (-1%)
Value$10.6M (-$10.0K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares28,048 from 26,872
Change+1,176 (+4%)
Value$10.5M (+$552.9K)
Filed 2026-10-19
Harfst & Associates, Inc.
DECREASED
Shares27,964 from 28,401
Change-437 (-2%)
Value$10.5M (-$44.3K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares27,963 from 27,987
Change-24 (0%)
Value$10.5M (+$108.7K)
Filed 2026-10-19
Pullen Investment Management, LLC
DECREASED
Shares27,883 from 29,388
Change-1,505 (-5%)
Value$10.4M (-$440.0K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares27,822 from 23,419
Change+4,403 (+19%)
Value$10.4M (+$1.7M)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares27,749 from 27,042
Change+707 (+3%)
Value$10.4M (+$378.1K)
Filed 2026-10-09
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares27,617 from 32,322
Change-4,705 (-15%)
Value$10.3M (-$1.6M)
Filed 2026-10-22
Conning Inc.
DECREASED
Shares27,566 from 49,266
Change-21,700 (-44%)
Value$10.3M (-$7.9M)
Filed 2026-10-27
Trust Co
INCREASED
Shares27,366 from 27,312
Change+54 (+0%)
Value$10.2M (+$134.9K)
Filed 2026-10-09
1900 Wealth Management LLC
INCREASED
Shares27,249 from 26,889
Change+360 (+1%)
Value$10.2M (+$247.6K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares27,072 from 26,455
Change+617 (+2%)
Value$10.1M (+$342.2K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares26,968 from 26,603
Change+365 (+1%)
Value$10.1M (+$248.3K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
DECREASED
Shares26,959 from 28,524
Change-1,565 (-5%)
Value$10.1M (-$465.8K)
Filed 2026-10-13
Vannoy Advisory Group, Inc.
INCREASED
Shares26,760 from 26,697
Change+63 (+0%)
Value$10.0M (+$135.7K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares26,734 from 26,062
Change+672 (+3%)
Value$10.0M (+$360.9K)
Filed 2026-10-20
Newton One Investments LLC
DECREASED
Shares26,664 from 28,059
Change-1,395 (-5%)
Value$10.0M (-$404.1K)
Filed 2026-10-14
Hall Laurie J Trustee
UNCHANGED
Shares26,620 from 26,620
Change0 (0%)
Value$10.0M (+$111.8K)
Filed 2026-10-06
NovaPoint Capital, LLC
INCREASED
Shares26,587 from 25,988
Change+599 (+2%)
Value$9.9M (+$333.3K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares26,523 from 22,900
Change+3,623 (+16%)
Value$9.9M (+$1.5M)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares26,470 from 36,734
Change-10,264 (-28%)
Value$9.9M (-$3.7M)
Filed 2026-10-22
Decker Retirement Planning Inc.
INCREASED
Shares26,192 from 24,150
Change+2,042 (+8%)
Value$9.8M (+$865.4K)
Filed 2026-10-19
Perennial Advisors, LLC
INCREASED
Shares26,097 from 20,034
Change+6,063 (+30%)
Value$9.8M (+$2.4M)
Filed 2026-10-13
ASL Financial, LLC
DECREASED
Shares26,065 from 30,045
Change-3,980 (-13%)
Value$9.8M (-$1.4M)
Filed 2026-10-15
Evermay Wealth Management LLC
DECREASED
Shares26,014 from 27,401
Change-1,387 (-5%)
Value$9.7M (-$404.0K)
Filed 2026-11-05
Prodigy Asset Management LLC
INCREASED
Shares25,750 from 24,956
Change+794 (+3%)
Value$9.6M (+$402.0K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares25,687 from 25,686
Change+1 (0%)
Value$9.6M (+$108.3K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares25,678 from 26,369
Change-691 (-3%)
Value$9.6M (-$147.7K)
Filed 2026-10-28
Levin Capital Strategies, L.P.
INCREASED
Shares25,664 from 23,199
Change+2,465 (+11%)
Value$9.6M (+$1.0M)
Filed 2026-11-02
ARQ Wealth Advisors, LLC
DECREASED
Shares25,552 from 25,786
Change-234 (-1%)
Value$9.6M (+$50.8K)
Filed 2026-10-29
Sage Rhino Capital LLC
DECREASED
Shares25,484 from 31,155
Change-5,671 (-18%)
Value$9.5M (-$2.0M)
Filed 2026-10-28
Boston Trust Walden Corp
INCREASED
Shares25,477 from 24,383
Change+1,094 (+4%)
Value$9.5M (+$511.8K)
Filed 2026-10-30
McLean Asset Management Corp
DECREASED
Shares25,359 from 25,430
Change-71 (0%)
Value$9.1M (-$222.0K)
Filed 2026-11-06
BluePrint Investing LLC
DECREASED
Shares25,334 from 28,680
Change-3,346 (-12%)
Value$9.5M (-$1.1M)
Filed 2026-10-14
Carroll Advisory Group, LLC
DECREASED
Shares25,280 from 25,631
Change-351 (-1%)
Value$9.5M (-$23.7K)
Filed 2026-10-16
Seamount Financial Group Inc
INCREASED
Shares25,214 from 24,635
Change+579 (+2%)
Value$9.4M (+$320.1K)
Filed 2026-10-21
Evergreen Wealth Management, LLC
INCREASED
Shares25,095 from 24,621
Change+474 (+2%)
Value$9.4M (+$280.6K)
Filed 2026-11-06
Embree Financial Group
INCREASED
Shares25,006 from 12,501
Change+12,505 (+100%)
Value$9.4M (+$4.7M)
Filed 2026-10-22
Forum Financial Management, LP
INCREASED
Shares24,991 from 23,866
Change+1,125 (+5%)
Value$9.4M (+$521.4K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares24,970 from 30,038
Change-5,068 (-17%)
Value$9.3M (-$1.8M)
Filed 2026-10-26
Greenleaf Trust
INCREASED
Shares24,624 from 24,598
Change+26 (+0%)
Value$9.2M (+$113.0K)
Filed 2026-10-29
United Community Bank
INCREASED
Shares24,591 from 21,321
Change+3,270 (+15%)
Value$9.2M (+$1.3M)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares24,578 from 25,579
Change-1,001 (-4%)
Value$9.2M (-$267.3K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares24,389 from 30,084
Change-5,695 (-19%)
Value$9.1M (-$2.0M)
Filed 2026-10-19
Viewpoint Investment Partners Corp
UNCHANGED
Shares24,335 from 24,335
Change0 (0%)
Value$9.1M (+$108.3K)
Filed 2026-10-26
Inscription Capital, LLC
DECREASED
Shares24,311 from 24,408
Change-97 (0%)
Value$9.1M (+$66.0K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares24,216 from 21,294
Change+2,922 (+14%)
Value$9.1M (+$1.2M)
Filed 2026-11-06
Maseco LLP
INCREASED
Shares24,076 from 16,565
Change+7,511 (+45%)
Value$9.0M (+$2.9M)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares23,775 from 24,164
Change-389 (-2%)
Value$8.9M (-$44.1K)
Filed 2026-10-22
Navigate Wealth Management, LLC
INCREASED
Shares23,222 from 17,639
Change+5,583 (+32%)
Value$8.9M (+$2.4M)
Filed 2026-10-14
Scratch Capital LLC
INCREASED
Shares23,176 from 23,063
Change+113 (+0%)
Value$8.7M (+$139.3K)
Filed 2026-11-02
Chicago Capital, LLC
INCREASED
Shares23,172 from 23,149
Change+23 (+0%)
Value$8.7M (+$105.8K)
Filed 2026-10-13
Steph & Co
DECREASED
Shares23,066 from 25,307
Change-2,241 (-9%)
Value$8.6M (-$732.4K)
Filed 2026-10-07
Acima Private Wealth, LLC
INCREASED
Shares23,005 from 22,897
Change+108 (+0%)
Value$8.6M (+$136.6K)
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares22,997 from 23,878
Change-881 (-4%)
Value$8.6M (-$229.3K)
Filed 2026-10-20
Allied Investment Advisors, LLC
INCREASED
Shares22,874 from 21,872
Change+1,002 (+5%)
Value$8.6M (+$466.9K)
Filed 2026-10-13
RVW Wealth, LLC
DECREASED
Shares22,873 from 22,978
Change-105 (0%)
Value$8.6M (+$57.4K)
Filed 2026-10-06
Trek Financial, LLC
INCREASED
Shares22,849 from 21,393
Change+1,456 (+7%)
Value$8.6M (+$634.9K)
Filed 2026-10-29
Capital Investment Counsel, LLC
DECREASED
Shares22,846 from 23,314
Change-468 (-2%)
Value$8.5M (-$77.2K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED
Shares22,836 from 22,911
Change-75 (0%)
Value$8.5M (+$68.1K)
Filed 2026-11-05
Global Trust Wealth Management LLC
INCREASED
Shares22,806 from 22,414
Change+392 (+2%)
Value$8.5M (+$240.7K)
Filed 2026-10-14
Human Investing LLC
INCREASED
Shares22,701 from 22,295
Change+406 (+2%)
Value$8.5M (+$245.4K)
Filed 2026-10-19
Entruity Wealth, LLC
INCREASED
Shares22,664 from 20,325
Change+2,339 (+12%)
Value$8.5M (+$960.6K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares22,494 from 20,882
Change+1,612 (+8%)
Value$8.4M (+$691.0K)
Filed 2026-10-22
Quantum Financial Advisors, LLC
DECREASED
Shares22,453 from 23,881
Change-1,428 (-6%)
Value$8.4M (-$434.0K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares22,408 from 21,937
Change+471 (+2%)
Value$8.4M (+$268.3K)
Filed 2026-10-26
Selective Wealth Management, Inc.
INCREASED
Shares22,375 from 20,809
Change+1,566 (+8%)
Value$8.5M (+$829.7K)
Filed 2026-10-16
CIBC Asset Management Inc
INCREASED
Shares22,362 from 19,494
Change+2,868 (+15%)
Value$8.4M (+$1.2M)
Filed 2026-11-05
FC Advisory LLC
DECREASED
Shares22,322 from 22,789
Change-467 (-2%)
Value$8.4M (-$78.9K)
Filed 2026-10-05
Equitable Trust Co
UNCHANGED
Shares22,294 from 22,294
Change0 (0%)
Value$8.3M (+$93.6K)
Filed 2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED
Shares22,170 from 21,976
Change+194 (+1%)
Value$8.3M (+$165.0K)
Filed 2026-10-21
Howland Capital Management LLC
DECREASED
Shares22,159 from 22,657
Change-498 (-2%)
Value$8.3M (-$91.2K)
Filed 2026-10-22
Guidance Capital, Inc
INCREASED
Shares22,081 from 21,721
Change+360 (+2%)
Value$8.2M (+$120.4K)
Filed 2026-11-03
Global Wealth Management, LLC
INCREASED
Shares22,053 from 22,035
Change+18 (+0%)
Value$8.3M (+$99.3K)
Filed 2026-10-15
SigFig Wealth Management, LLC
DECREASED
Shares21,984 from 22,344
Change-360 (-2%)
Value$8.2M (+$22.2K)
Filed 2026-10-07
Level Financial Advisors
DECREASED
Shares21,965 from 22,080
Change-115 (-1%)
Value$8.2M (+$49.4K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED
Shares21,911 from 24,094
Change-2,183 (-9%)
Value$8.2M (-$715.5K)
Filed 2026-11-04
Blueprint Investment Partners LLC
INCREASED
Shares21,816 from 14,860
Change+6,956 (+47%)
Value$8.2M (+$2.7M)
Filed 2026-10-28
SilverOak Wealth Management LLC
INCREASED
Shares21,675 from 21,090
Change+585 (+3%)
Value$8.1M (+$307.5K)
Filed 2026-10-29
VAN Strum & Towne Inc.
DECREASED
Shares21,663 from 21,828
Change-165 (-1%)
Value$8.1M (+$30.0K)
Filed 2026-11-06
Life Planning Partners, Inc
DECREASED
Shares21,661 from 23,054
Change-1,393 (-6%)
Value$8.1M (-$424.5K)
Filed 2026-10-28
Beacon Advisors Holdings, LLC
INCREASED
Shares21,459 from 21,453
Change+6 (+0%)
Value$8.0M (+$92.2K)
Filed 2026-10-27
Financial Planning Fort Collins, LLC
INCREASED
Shares21,426 from 20,187
Change+1,239 (+6%)
Value$8.0M (+$520.2K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
INCREASED
Shares21,310 from 20,885
Change+425 (+2%)
Value$8.0M (+$246.7K)
Filed 2026-11-04
Thrive Wealth Management, LLC
INCREASED
Shares21,154 from 20,266
Change+888 (+4%)
Value$7.9M (+$417.2K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
DECREASED
Shares21,058 from 21,324
Change-266 (-1%)
Value$7.9M (-$10.0K)
Filed 2026-11-03
Auto-Owners Insurance Co
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$7.9M (+$88.2K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED
Shares20,978 from 19,733
Change+1,245 (+6%)
Value$7.9M (+$549.0K)
Filed 2026-10-15
Heritage Investors Management Corp
DECREASED
Shares20,852 from 21,091
Change-239 (-1%)
Value$7.8K (-$7.8M)
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares20,775 from 20,371
Change+404 (+2%)
Value$7.9M (+$315.1K)
Filed 2026-10-09
Apollon Financial, LLC
DECREASED
Shares20,765 from 20,832
Change-67 (0%)
Value$7.8M (+$62.3K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares20,756 from 18,805
Change+1,951 (+10%)
Value$7.8M (+$809.2K)
Filed 2026-11-03
Advus Financial Partners, LLC
DECREASED
Shares20,662 from 20,663
Change-1 (0%)
Value$7.7M (+$86.5K)
Filed 2026-10-20
Mission Financial Group, LLC
DECREASED
Shares20,632 from 20,952
Change-320 (-2%)
Value$7.7M (-$31.7K)
Filed 2026-10-21
Trademark Financial Management, LLC
DECREASED
Shares20,608 from 21,411
Change-803 (-4%)
Value$7.7M (-$210.4K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares20,594 from 18,828
Change+1,766 (+9%)
Value$7.7M (+$740.2K)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares20,546 from 9,836
Change+10,710 (+109%)
Value$7.7M (+$349.1K)
Filed 2026-10-16
Wealth Architects, LLC
INCREASED
Shares20,392 from 20,240
Change+152 (+1%)
Value$7.6M (+$142.1K)
Filed 2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares20,391 from 20,412
Change-21 (0%)
Value$7.6M (+$77.9K)
Filed 2026-11-03
Accredited Investors Inc.
DECREASED
Shares20,348 from 20,393
Change-45 (0%)
Value$7.6M (+$68.9K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares20,291 from 20,314
Change-23 (0%)
Value$7.6M (+$76.9K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares20,267 from 18,650
Change+1,617 (+9%)
Value$7.6M (+$683.5K)
Filed 2026-10-28
Astra Wealth Partners LLC
UNCHANGED
Shares20,260 from 20,260
Change0 (0%)
Value$7.6M (+$85.1K)
Filed 2026-11-06
Harrell Investment Partners, LLC
DECREASED
Shares20,198 from 20,580
Change-382 (-2%)
Value$7.6M (-$56.4K)
Filed 2026-10-15
Steele Capital Management, Inc.
DECREASED
Shares20,195 from 23,584
Change-3,389 (-14%)
Value$7.6M (-$1.2M)
Filed 2026-11-02
Arbor Wealth Advisors LLC
DECREASED
Shares20,102 from 20,857
Change-755 (-4%)
Value$7.5M (-$195.0K)
Filed 2026-10-09
Aries Wealth Management
INCREASED
Shares20,054 from 20,037
Change+17 (+0%)
Value$7.5M (+$90.5K)
Filed 2026-10-23
Moors & Cabot, Inc.
INCREASED
Shares20,048 from 19,461
Change+587 (+3%)
Value$7.5M (+$301.5K)
Filed 2026-11-06
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$7.5M (+$84.0K)
Filed 2026-11-02
Fort Henry Capital, LLC
INCREASED
Shares19,963 from 18,927
Change+1,036 (+5%)
Value$7.5M (+$466.9K)
Filed 2026-10-22
Forbes Financial Planning, Inc.
DECREASED
Shares19,877 from 21,059
Change-1,182 (-6%)
Value$7.4M (-$353.9K)
Filed 2026-10-23
Strategic Point Investment Advisors, LLC
DECREASED
Shares19,874 from 19,983
Change-109 (-1%)
Value$7.4M (+$43.1K)
Filed 2026-10-29
TrustBank
INCREASED
Shares19,858 from 2,878
Change+16,980 (+590%)
Value$7.4M (+$6.4M)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
NEW
Shares19,789
Change+19,789
Value$7.4M
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares19,726 from 19,459
Change+267 (+1%)
Value$7.4M (+$181.6K)
Filed 2026-10-27
EdgeRock Capital LLC
INCREASED
Shares19,683 from 17,372
Change+2,311 (+13%)
Value$7.4M (+$937.8K)
Filed 2026-11-03
Tenret Co LLC
NEW
Shares19,660
Change+19,660
Value$7.4M
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares19,604 from 19,739
Change-135 (-1%)
Value$7.3M (+$32.5K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares19,575 from 19,220
Change+355 (+2%)
Value$7.3M (+$213.6K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED
Shares19,545 from 19,503
Change+42 (+0%)
Value$7.3M (+$97.4K)
Filed 2026-10-13
WealthPLAN Partners, LLC
DECREASED
Shares19,532 from 22,409
Change-2,877 (-13%)
Value$7.3M (-$982.5K)
Filed 2026-10-15
Northern Lights Advisors, Inc.
DECREASED
Shares19,491 from 19,842
Change-351 (-2%)
Value$7.3M (-$48.0K)
Filed 2026-10-21
Keener Financial Planning LLC
DECREASED
Shares19,446 from 20,336
Change-890 (-4%)
Value$7.3M (-$247.4K)
Filed 2026-11-06
Blueprint Financial Advisors LLC
NEW
Shares19,400
Change+19,400
Value$7.3M
Filed 2026-10-28
ACT Advisors, Llc.
INCREASED
Shares19,322 from 18,414
Change+908 (+5%)
Value$7.2M (+$417.3K)
Filed 2026-10-15
Rockwood Wealth Management, LLC
INCREASED
Shares19,318 from 18,804
Change+514 (+3%)
Value$7.2M (+$271.4K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares19,219 from 12,900
Change+6,319 (+49%)
Value$7.2M (+$2.4M)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares19,154 from 16,519
Change+2,635 (+16%)
Value$7.2M (+$1.1M)
Filed 2026-11-05
MCF Advisors LLC
DECREASED
Shares19,091 from 19,732
Change-641 (-3%)
Value$7.1M (-$156.8K)
Filed 2026-10-28
Unify Financial Advisors
INCREASED
Shares19,048 from 18,850
Change+198 (+1%)
Value$7.1M (+$153.5K)
Filed 2026-11-03
Montis Financial, LLC
UNCHANGED
Shares19,001 from 19,001
Change0 (0%)
Value$7.1M (+$79.8K)
Filed 2026-11-04
Washington Trust Bank
DECREASED
Shares18,976 from 19,478
Change-502 (-3%)
Value$7.1M (-$106.1K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares18,974 from 19,384
Change-410 (-2%)
Value$7.1M (-$72.0K)
Filed 2026-10-26
Cutler Investment Counsel LLC
INCREASED
Shares18,907 from 18,791
Change+116 (+1%)
Value$7.1M (+$122.5K)
Filed 2026-10-28
Summit Investment Advisory Services, LLC
DECREASED
Shares18,868 from 18,882
Change-14 (0%)
Value$7.1M (+$74.0K)
Filed 2026-11-03
Blume Capital Management, Inc.
INCREASED
Shares18,864 from 18,860
Change+4 (+0%)
Value$7.1M (+$80.6K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares18,820 from 19,087
Change-267 (-1%)
Value$7.0M (-$19.8K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares18,767 from 17,256
Change+1,511 (+9%)
Value$7.0M (+$638.0K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED
Shares18,735 from 16,932
Change+1,803 (+11%)
Value$7.0M (+$745.9K)
Filed 2026-10-22
Mitchell Sinkler & Starr
DECREASED
Shares18,693 from 18,735
Change-42 (0%)
Value$7.0M (+$63.0K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares18,446 from 18,045
Change+401 (+2%)
Value$6.9M (+$225.9K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares18,435 from 18,385
Change+50 (+0%)
Value$6.9M (+$95.9K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares18,336 from 8,756
Change+9,580 (+109%)
Value$6.9M (+$3.6M)
Filed 2026-11-03
King Luther Capital Management Corp
INCREASED
Shares18,312 from 17,830
Change+482 (+3%)
Value$6.9M (+$255.3K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares18,307 from 18,306
Change+1 (+0%)
Value$6.9M (+$77.1K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares18,287 from 18,287
Change0 (0%)
Value$6.8M ($0)
Filed 2026-10-26
Martin Capital Advisors, LLP
DECREASED
Shares18,271 from 18,295
Change-24 (0%)
Value$6.8M (+$67.9K)
Filed 2026-10-15
DT Investment Partners, LLC
DECREASED
Shares18,257 from 18,384
Change-127 (-1%)
Value$6.8M (+$29.7K)
Filed 2026-10-27
Providence First Trust Co
INCREASED
Shares18,227 from 15,834
Change+2,393 (+15%)
Value$6.8M (+$962.0K)
Filed 2026-11-02
Five Pine Wealth Management
DECREASED
Shares18,160 from 18,684
Change-524 (-3%)
Value$6.8M (-$117.4K)
Filed 2026-10-20
Lunt Capital Management, Inc.
INCREASED
Shares18,124 from 17,831
Change+293 (+2%)
Value$6.8M (+$184.5K)
Filed 2026-10-30
Nations Financial Group Inc,
DECREASED
Shares18,034 from 21,743
Change-3,709 (-17%)
Value$6.7M (-$1.3M)
Filed 2026-11-05
Saxon Interests, Inc.
DECREASED
Shares18,016 from 24,529
Change-6,513 (-27%)
Value$6.7M (-$2.3M)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares18,013 from 17,593
Change+420 (+2%)
Value$6.7M (+$231.0K)
Filed 2026-10-28
Guyasuta Investment Advisors Inc
DECREASED
Shares17,994 from 18,122
Change-128 (-1%)
Value$6.7M (+$28.2K)
Filed 2026-10-15
55 North Private Wealth, LLC
INCREASED
Shares17,964 from 17,564
Change+400 (+2%)
Value$6.7M (+$223.6K)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares17,823 from 17,191
Change+632 (+4%)
Value$6.7M (+$308.8K)
Filed 2026-10-29
Charis Legacy Partners, LLC
DECREASED
Shares17,786 from 17,847
Change-61 (0%)
Value$6.7M (+$52.2K)
Filed 2026-10-22
Arista Wealth Management, LLC
DECREASED
Shares17,713 from 17,850
Change-137 (-1%)
Value$6.6M (+$23.8K)
Filed 2026-10-29
Coyle Financial Counsel LLC
INCREASED
Shares17,561 from 17,222
Change+339 (+2%)
Value$6.6M (+$198.8K)
Filed 2026-10-28
Lakeside Advisors, Inc.
UNCHANGED
Shares17,473 from 17,473
Change0 (0%)
Value$6.5M (+$73.4K)
Filed 2026-10-20
R. W. Roge & Company, Inc.
DECREASED
Shares17,458 from 17,534
Change-76 (0%)
Value$6.5K (-$6.5M)
Filed 2026-11-04
Durante & Waters, LLC
DECREASED
Shares17,424 from 17,494
Change-70 (0%)
Value$6.5M (+$47.3K)
Filed 2026-10-28
Traveka Wealth, LLC
DECREASED
Shares17,401 from 18,383
Change-982 (-5%)
Value$6.5M (-$290.3K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares17,384 from 22,009
Change-4,625 (-21%)
Value$6.5M (-$1.6M)
Filed 2026-10-30
Hurlow Wealth Management Group, Inc.
DECREASED
Shares17,354 from 17,672
Change-318 (-2%)
Value$6.5M (-$45.0K)
Filed 2026-10-29
First Citizens Financial Corp
INCREASED
Shares17,324 from 16,270
Change+1,054 (+6%)
Value$6.5M (+$462.8K)
Filed 2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares17,138 from 17,363
Change-225 (-1%)
Value$6.4M (-$11.3K)
Filed 2026-10-23
Rockingstone Advisors LLC
INCREASED
Shares17,075 from 17,000
Change+75 (+0%)
Value$6.4M (+$99.5K)
Filed 2026-10-16
Optima Capital LLC
DECREASED
Shares17,015 from 17,981
Change-966 (-5%)
Value$6.4M (-$285.8K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares17,003 from 17,467
Change-464 (-3%)
Value$6.4M (-$100.3K)
Filed 2026-10-15
Strategic Financial Group, LLC
DECREASED
Shares16,982 from 17,120
Change-138 (-1%)
Value$6.4M (+$20.3K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares16,945 from 8,422
Change+8,523 (+101%)
Value$6.3M (+$3.2M)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED
Shares16,942 from 17,012
Change-70 (0%)
Value$6.3M (+$18.4K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares16,874 from 16,868
Change+6 (+0%)
Value$6.3M (+$73.2K)
Filed 2026-10-13
Prospect Financial Group LLC
DECREASED
Shares16,830 from 17,067
Change-237 (-1%)
Value$6.3M (-$17.2K)
Filed 2026-11-05
JIM Saulnier & Associates, LLC
DECREASED
Shares16,738 from 18,734
Change-1,996 (-11%)
Value$6.3M (-$668.5K)
Filed 2026-11-04
Legal Advantage Investments, Inc.
INCREASED
Shares16,703 from 14,049
Change+2,654 (+19%)
Value$6.3M (+$1.1M)
Filed 2026-10-13
D.B. Root & Company, LLC
INCREASED
Shares16,615 from 16,004
Change+611 (+4%)
Value$6.2M (+$295.9K)
Filed 2026-11-04
Selby Wealth Management, LLC
DECREASED
Shares16,589 from 16,968
Change-379 (-2%)
Value$6.2M (-$70.8K)
Filed 2026-10-16
Quartz Partners, LLC
INCREASED
Shares16,585 from 16,546
Change+39 (+0%)
Value$6.2M (+$84.1K)
Filed 2026-11-03
Provident Living Financial Services, Inc.
INCREASED
Shares16,577 from 15,598
Change+979 (+6%)
Value$6.2M (+$387.7K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares16,554 from 17,294
Change-740 (-4%)
Value$6.2M (-$204.3K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares16,540 from 18,026
Change-1,486 (-8%)
Value$6.2M (-$480.3K)
Filed 2026-10-14
NavPoint Financial, Inc.
INCREASED
Shares16,535 from 16,098
Change+437 (+3%)
Value$6.2M (+$231.3K)
Filed 2026-10-21
WoodTrust Financial Corp
DECREASED
Shares16,445 from 17,750
Change-1,305 (-7%)
Value$6.2K (-$6.6M)
Filed 2026-10-09
Advisory Solutions Group, LLC
INCREASED
Shares16,438 from 15,702
Change+736 (+5%)
Value$6.2M (+$341.4K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares16,403 from 16,362
Change+41 (+0%)
Value$6.1M (+$83.9K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
INCREASED
Shares16,371 from 15,993
Change+378 (+2%)
Value$6.1M (+$208.3K)
Filed 2026-11-06
Abundance Wealth Counselors
DECREASED
Shares16,350 from 16,963
Change-613 (-4%)
Value$6.1M (-$158.2K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares16,326 from 16,326
Change0 (0%)
Value$6.0M ($0)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares16,231 from 16,564
Change-333 (-2%)
Value$6.1M (-$55.1K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares16,196 from 15,617
Change+579 (+4%)
Value$6.1M (+$282.3K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares16,151 from 15,720
Change+431 (+3%)
Value$6.0M (+$227.6K)
Filed 2026-10-26
Friday Financial
DECREASED
Shares16,097 from 16,325
Change-228 (-1%)
Value$6.0M (+$5.4K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares15,981 from 16,906
Change-925 (-5%)
Value$6.0M (-$275.2K)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares15,977 from 220
Change+15,757 (+7162%)
Value$6.0M (+$5.9M)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares15,915 from 15,551
Change+364 (+2%)
Value$6.0M (+$201.6K)
Filed 2026-10-29
LAM Group, Inc.
DECREASED
Shares15,843 from 15,893
Change-50 (0%)
Value$5.9M (+$48.0K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares15,842 from 15,839
Change+3 (+0%)
Value$5.9M (+$67.6K)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares15,819 from 6,781
Change+9,038 (+133%)
Value$5.9M (+$3.4M)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares15,790 from 13,449
Change+2,341 (+17%)
Value$5.9M (+$914.9K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
INCREASED
Shares15,781 from 12,657
Change+3,124 (+25%)
Value$5.9M (+$1.2M)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares15,558 from 14,007
Change+1,551 (+11%)
Value$5.8M (+$639.4K)
Filed 2026-10-22
ARK & TLK Investments, LLC
DECREASED
Shares15,467 from 16,504
Change-1,037 (-6%)
Value$5.8M (-$318.8K)
Filed 2026-10-20
Exchange Bank
INCREASED
Shares15,462 from 13,366
Change+2,096 (+16%)
Value$5.8M (+$840.5K)
Filed 2026-10-07
Quarry Hill Advisors, LLC
DECREASED
Shares15,270 from 15,306
Change-36 (0%)
Value$5.7M (+$50.8K)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares15,238 from 15,349
Change-111 (-1%)
Value$5.7K (+$23)
Filed 2026-11-05
Hohimer Wealth Management, LLC
DECREASED
Shares15,205 from 15,228
Change-23 (0%)
Value$5.7M (+$55.4K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares15,194 from 15,194
Change0 (0%)
Value$5.7M (+$63.8K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares15,186 from 15,018
Change+168 (+1%)
Value$5.7M (+$125.7K)
Filed 2026-10-16
Single Point Partners, LLC
INCREASED
Shares15,141 from 14,854
Change+287 (+2%)
Value$5.7M (+$169.7K)
Filed 2026-10-19
Advocate Group LLC
INCREASED
Shares15,121 from 15,029
Change+92 (+1%)
Value$5.7M (+$97.6K)
Filed 2026-10-19
Milestone Investment Advisors LLC
INCREASED
Shares15,081 from 14,968
Change+113 (+1%)
Value$5.6M (+$105.1K)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares15,072 from 15,249
Change-177 (-1%)
Value$5.6M (-$2.2K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares15,028 from 13,803
Change+1,225 (+9%)
Value$5.6M (+$516.4K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares15,008 from 15,531
Change-523 (-3%)
Value$5.6M (-$130.7K)
Filed 2026-10-09
Shakespeare Wealth Management, LLC
UNCHANGED
Shares14,982 from 14,982
Change0 (0%)
Value$5.6M (+$63.0K)
Filed 2026-10-28
Cynosure Group, LLC
DECREASED
Shares14,945 from 15,181
Change-236 (-2%)
Value$5.6M (-$24.1K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED
Shares14,875 from 15,112
Change-237 (-2%)
Value$5.6M (-$25.1K)
Filed 2026-10-27
Councilmark Asset Management, LLC
INCREASED
Shares14,834 from 14,829
Change+5 (+0%)
Value$5.6M (+$64.2K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares14,790 from 13,689
Change+1,101 (+8%)
Value$5.5M (+$469.6K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
INCREASED
Shares14,779 from 14,714
Change+65 (+0%)
Value$5.5M (+$86.2K)
Filed 2026-10-01
Avidian Wealth Enterprises, LLC
INCREASED
Shares14,742 from 13,060
Change+1,682 (+13%)
Value$5.5M (+$684.6K)
Filed 2026-10-08
Phillip James Consulting Co.
INCREASED
Shares14,715 from 11,845
Change+2,870 (+24%)
Value$5.5M (+$1.1M)
Filed 2026-11-03
Flagship Private Wealth, LLC
DECREASED
Shares14,701 from 17,059
Change-2,358 (-14%)
Value$5.5M (-$811.1K)
Filed 2026-11-05
Hardin Capital Partners, LLC
INCREASED
Shares14,691 from 13,969
Change+722 (+5%)
Value$5.5M (+$322.8K)
Filed 2026-10-09
DKM Wealth Management, Inc.
INCREASED
Shares14,680 from 14,675
Change+5 (+0%)
Value$5.5M (+$63.5K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED
Shares14,665 from 15,629
Change-964 (-6%)
Value$5.5M (-$295.0K)
Filed 2026-10-27
Verum Partners LLC
DECREASED
Shares14,653 from 15,436
Change-783 (-5%)
Value$5.5M (-$228.0K)
Filed 2026-10-21
Fingerlakes Wealth Management, Inc.
DECREASED
Shares14,609 from 14,751
Change-142 (-1%)
Value$5.5M (+$8.8K)
Filed 2026-11-04
Catalyst Financial Partners LLC
INCREASED
Shares14,608 from 13,933
Change+675 (+5%)
Value$5.5M (+$311.1K)
Filed 2026-11-06
Old Peak Finance LLC
INCREASED
Shares14,561 from 14,127
Change+434 (+3%)
Value$5.4M (+$221.6K)
Filed 2026-11-02
Gerber, LLC
INCREASED
Shares14,483 from 14,482
Change+1 (+0%)
Value$5.4M (+$61.2K)
Filed 2026-10-21
Stone Wealth Partners
INCREASED
Shares14,444 from 7,121
Change+7,323 (+103%)
Value$5.4M (+$2.8M)
Filed 2026-11-05
RF&L Wealth Management, LLC
DECREASED
Shares14,422 from 14,427
Change-5 (0%)
Value$5.4M (+$58.8K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares14,421 from 14,418
Change+3 (+0%)
Value$5.4M (+$61.4K)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares14,381 from 16,764
Change-2,383 (-14%)
Value$5.4M (-$821.6K)
Filed 2026-10-21
Vicus Capital
DECREASED
Shares14,335 from 14,408
Change-73 (-1%)
Value$5.4M (+$33.2K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares14,294 from 15,877
Change-1,583 (-10%)
Value$5.3M (-$525.8K)
Filed 2026-10-19
Oakworth Capital, Inc.
INCREASED
Shares14,281 from 11,171
Change+3,110 (+28%)
Value$5.3M (+$1.2M)
Filed 2026-10-26
Kendall Capital Management
DECREASED
Shares14,277 from 14,711
Change-434 (-3%)
Value$5.3M (-$100.4K)
Filed 2026-10-23
Hanson & Doremus Investment Management
DECREASED
Shares14,273 from 14,376
Change-103 (-1%)
Value$5.3K (-$5.3M)
Filed 2026-10-16
Diversified Management Inc
UNCHANGED
Shares14,273 from 14,273
Change0 (0%)
Value$5.3M (+$60.0K)
Filed 2026-10-08
Quadcap Wealth Management, LLC
DECREASED
Shares14,237 from 15,051
Change-814 (-5%)
Value$5.3M (-$241.1K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares14,210 from 14,210
Change0 (0%)
Value$5.3M (+$59.5K)
Filed 2026-10-15
Andrews Advisory Associates, LLC
DECREASED
Shares14,196 from 14,619
Change-423 (-3%)
Value$5.3M (-$97.1K)
Filed 2026-10-15
Madrid Wealth Management, LLC
DECREASED
Shares14,164 from 14,537
Change-373 (-3%)
Value$5.3M (-$78.5K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares14,139 from 11,686
Change+2,453 (+21%)
Value$5.4M (+$1.1M)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares14,116 from 14,088
Change+28 (+0%)
Value$5.3M (+$69.2K)
Filed 2026-11-03
Bright Financial Advisors, Inc.
DECREASED
Shares14,105 from 14,485
Change-380 (-3%)
Value$5.3M (-$81.5K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares14,079 from 14,176
Change-97 (-1%)
Value$5.3M (+$23.2K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares14,072 from 14,283
Change-211 (-1%)
Value$5.3M (-$19.0K)
Filed 2026-10-19
ALM First Financial Advisors, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$4.2M (+$47.0K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares13,955 from 13,955
Change0 (0%)
Value$5.2M (+$58.6K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares13,914 from 18,577
Change-4,663 (-25%)
Value$5.2M (-$1.7M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares13,909 from 17,379
Change-3,470 (-20%)
Value$5.2M (-$1.2M)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
DECREASED
Shares13,865 from 14,204
Change-339 (-2%)
Value$5.2M (-$67.1K)
Filed 2026-10-14
Bluestem Financial Advisors, LLC
DECREASED
Shares13,835 from 14,581
Change-746 (-5%)
Value$5.2M (-$218.0K)
Filed 2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares13,829 from 10,574
Change+3,255 (+31%)
Value$5.2M (+$1.3M)
Filed 2026-10-22
Innovative Wealth Building LLC
INCREASED
Shares13,817 from 9,014
Change+4,803 (+53%)
Value$5.2M (+$1.8M)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED
Shares13,813 from 14,031
Change-218 (-2%)
Value$5.2M (-$22.6K)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares13,799 from 13,893
Change-94 (-1%)
Value$5.2M (+$23.0K)
Filed 2026-10-15
Nemes Rush Group LLC
INCREASED
Shares13,749 from 13,746
Change+3 (+0%)
Value$5.1M (+$58.8K)
Filed 2026-11-04
Cascade Investment Advisors, Inc.
INCREASED
Shares13,742 from 13,226
Change+516 (+4%)
Value$5.1M (+$248.7K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
INCREASED
Shares13,710 from 13,481
Change+229 (+2%)
Value$5.1M (+$142.0K)
Filed 2026-10-21
Clear Retirement Advice LLC
DECREASED
Shares13,681 from 13,943
Change-262 (-2%)
Value$5.1M (-$39.5K)
Filed 2026-10-22
Rodgers & Associates, LTD
DECREASED
Shares13,678 from 13,786
Change-108 (-1%)
Value$5.1M (+$17.6K)
Filed 2026-10-20
Creekside Partners
INCREASED
Shares13,652 from 13,432
Change+220 (+2%)
Value$5.1M (+$138.6K)
Filed 2026-11-04
Sentry LLC
INCREASED
Shares13,585 from 13,455
Change+130 (+1%)
Value$5.1M (+$105.2K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares13,522 from 12,497
Change+1,025 (+8%)
Value$5.1K (-$4.6M)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED
Shares13,500 from 13,407
Change+93 (+1%)
Value$5.1M (+$72.3K)
Filed 2026-10-19
Woodside Wealth Management LLC
INCREASED
Shares13,474 from 13,468
Change+6 (+0%)
Value$5.0M (+$58.8K)
Filed 2026-10-16
Shepherd Street Advisors LLC
INCREASED
Shares13,363 from 12,936
Change+427 (+3%)
Value$5.1M (+$286.2K)
Filed 2026-10-21
TruNorth Capital Management, LLC
INCREASED
Shares13,363 from 13,257
Change+106 (+1%)
Value$5.0M (+$95.6K)
Filed 2026-10-14
Values Added Financial LLC
DECREASED
Shares13,359 from 13,366
Change-7 (0%)
Value$5.0M (+$53.3K)
Filed 2026-10-28
Goldstein Advisors, LLC
INCREASED
Shares13,327 from 10,130
Change+3,197 (+32%)
Value$5.0M (+$1.2M)
Filed 2026-10-15
BNC Wealth Management, LLC
INCREASED
Shares13,197 from 13,154
Change+43 (+0%)
Value$4.9M (+$71.6K)
Filed 2026-10-19
Bernicke Wealth Management, Ltd.
INCREASED
Shares13,177 from 12,890
Change+287 (+2%)
Value$4.9M (+$161.5K)
Filed 2026-11-06
Madrona Financial Services, LLC
INCREASED
Shares13,162 from 12,295
Change+867 (+7%)
Value$4.9M (+$376.2K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
INCREASED
Shares13,139 from 13,138
Change+1 (+0%)
Value$4.9M (+$55.6K)
Filed 2026-11-02
May Hill Capital, LLC
DECREASED
Shares13,082 from 13,214
Change-132 (-1%)
Value$4.9M (+$6.2K)
Filed 2026-11-03
Strategic Advisors LLC
INCREASED
Shares13,081 from 10,891
Change+2,190 (+20%)
Value$4.9M (+$865.3K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares13,053 from 12,754
Change+299 (+2%)
Value$4.9M (+$165.4K)
Filed 2026-10-29
CogentBlue Wealth Advisors, LLC
DECREASED
Shares13,038 from 13,473
Change-435 (-3%)
Value$4.9M (-$106.2K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED
Shares13,037 from 13,842
Change-805 (-6%)
Value$4.9M (-$242.9K)
Filed 2026-11-02
Carolina Wealth Management Inc
DECREASED
Shares13,033 from 13,108
Change-75 (-1%)
Value$4.9M (+$26.7K)
Filed 2026-10-29
Donalies Financial Planning, LLC
INCREASED
Shares13,027 from 12,956
Change+71 (+1%)
Value$4.9M (+$81.1K)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares13,008 from 12,270
Change+738 (+6%)
Value$4.9M (+$327.7K)
Filed 2026-11-04
Sepio Capital, LP
INCREASED
Shares12,936 from 8,681
Change+4,255 (+49%)
Value$4.8M (+$1.6M)
Filed 2026-10-22
Pacifica Partners Inc.
INCREASED
Shares12,933 from 7,163
Change+5,770 (+81%)
Value$4.9M (+$2.2M)
Filed 2026-10-09
Innealta Capital, LLC
DECREASED
Shares12,922 from 14,344
Change-1,422 (-10%)
Value$4.8M (-$471.9K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares12,922 from 12,922
Change0 (0%)
Value$4.8M (+$54.3K)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares12,921 from 13,778
Change-857 (-6%)
Value$4.8M (-$262.7K)
Filed 2026-10-21
Clear Trail Advisors, LLC
DECREASED
Shares12,862 from 13,864
Change-1,002 (-7%)
Value$4.8M (-$316.5K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares12,859
Change+12,859
Value$4.8M
Filed 2026-10-28
626 Financial, LLC
INCREASED
Shares12,824 from 12,662
Change+162 (+1%)
Value$4.8M (+$113.9K)
Filed 2026-11-04
Pinnacle Financial Group, LLC / IL
DECREASED
Shares12,775 from 12,870
Change-95 (-1%)
Value$4.8M (+$18.6K)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
NEW
Shares12,756
Change+12,756
Value$4.8M
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares12,748 from 13,148
Change-400 (-3%)
Value$4.8M (-$94.4K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
INCREASED
Shares12,747 from 12,744
Change+3 (+0%)
Value$4.8M (+$54.4K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares12,725 from 12,487
Change+238 (+2%)
Value$4.8M (+$141.8K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares12,723 from 10,113
Change+2,610 (+26%)
Value$4.8M (+$1.1M)
Filed 2026-11-02
National Wealth Management Group, LLC
DECREASED
Shares12,717 from 12,896
Change-179 (-1%)
Value$4.8M (-$12.5K)
Filed 2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED
Shares12,702 from 12,702
Change0 (0%)
Value$4.7M ($0)
Filed 2026-10-22
Fairway Wealth LLC
INCREASED
Shares12,656 from 12,258
Change+398 (+3%)
Value$4.7M (+$200.3K)
Filed 2026-10-30
Acropolis Investment Management, LLC
INCREASED
Shares12,627 from 12,523
Change+104 (+1%)
Value$4.7M (+$91.5K)
Filed 2026-10-08
Asset Dedication, LLC
DECREASED
Shares12,596 from 14,801
Change-2,205 (-15%)
Value$4.7M (-$763.0K)
Filed 2026-11-03
Myecfo, LLC
INCREASED
Shares12,577 from 8,410
Change+4,167 (+50%)
Value$4.7M (+$1.6M)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares12,499 from 12,307
Change+192 (+2%)
Value$4.8M (+$243.1K)
Filed 2026-10-19
Mayfair Advisory Group, LLC
INCREASED
Shares12,497 from 12,429
Change+68 (+1%)
Value$4.7M (+$142.9K)
Filed 2026-10-20
Money Concepts Capital Corp
DECREASED
Shares12,445 from 13,149
Change-704 (-5%)
Value$4.7M (-$208.0K)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares12,413 from 12,301
Change+112 (+1%)
Value$4.6M (+$93.2K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
DECREASED
Shares12,359 from 12,874
Change-515 (-4%)
Value$4.6M (-$138.6K)
Filed 2026-10-13
James J. Burns & Company, LLC
DECREASED
Shares12,345 from 12,821
Change-476 (-4%)
Value$4.6M (-$124.4K)
Filed 2026-10-22
Sylvest Advisors, LLC
DECREASED
Shares12,308 from 12,949
Change-641 (-5%)
Value$4.6M (-$185.6K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
INCREASED
Shares12,210 from 11,956
Change+254 (+2%)
Value$4.6M (+$193.9K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
DECREASED
Shares12,181 from 13,069
Change-888 (-7%)
Value$4.6M (-$277.6K)
Filed 2026-10-14
Hendershot Investments Inc.
DECREASED
Shares12,178 from 12,199
Change-21 (0%)
Value$4.6M (+$43.3K)
Filed 2026-11-05
Fulton Bank, N.A.
INCREASED
Shares12,164 from 12,012
Change+152 (+1%)
Value$4.6M (+$107.3K)
Filed 2026-10-14
Hegarty Advisors, LLC
INCREASED
Shares12,163 from 8,285
Change+3,878 (+47%)
Value$4.6M (+$1.5M)
Filed 2026-10-20
Forza Wealth Management, LLC
DECREASED
Shares12,147 from 13,161
Change-1,014 (-8%)
Value$4.5M (-$324.2K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares12,124 from 12,049
Change+75 (+1%)
Value$4.5M (+$78.7K)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares12,062 from 11,650
Change+412 (+4%)
Value$4.5M (+$203.2K)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares12,005 from 10,605
Change+1,400 (+13%)
Value$4.5M (+$568.7K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares11,989 from 9,845
Change+2,144 (+22%)
Value$4.5M (+$843.8K)
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares11,984 from 11,874
Change+110 (+1%)
Value$4.6M (+$159.5K)
Filed 2026-10-13
DecisionPoint Financial, LLC
DECREASED
Shares11,949 from 12,057
Change-108 (-1%)
Value$4.5M (+$30.6K)
Filed 2026-10-27
Howard Financial Services, Ltd.
INCREASED
Shares11,863 from 11,071
Change+792 (+7%)
Value$4.4M (+$342.9K)
Filed 2026-10-15
TopTier Wealth Management, LLC
INCREASED
Shares11,843 from 9,809
Change+2,034 (+21%)
Value$4.4M (+$802.4K)
Filed 2026-10-16
Letson Investment Management, Inc.
DECREASED
Shares11,832 from 13,125
Change-1,293 (-10%)
Value$4.4M (-$428.8K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares11,800 from 11,200
Change+600 (+5%)
Value$4.4M (+$271.6K)
Filed 2026-10-29
Treasure Coast Financial Planning
DECREASED
Shares11,773 from 11,814
Change-41 (0%)
Value$4.4M (+$34.3K)
Filed 2026-11-03
Hoese & Co LLP
UNCHANGED
Shares11,729 from 11,729
Change0 (0%)
Value$4.4M (+$49.3K)
Filed 2026-10-21
Carl P. Sherr & Co., LLC
DECREASED
Shares11,690 from 11,848
Change-158 (-1%)
Value$4.4M (-$9.2K)
Filed 2026-11-06
Wespac Advisors, LLC
DECREASED
Shares11,640 from 12,449
Change-809 (-6%)
Value$4.4M (-$250.5K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED
Shares11,631 from 11,631
Change0 (0%)
Value$4.4M (+$48.9K)
Filed 2026-10-09
Gateway Investment Advisers LLC
INCREASED
Shares11,627 from 7,935
Change+3,692 (+47%)
Value$4.4M (+$1.4M)
Filed 2026-10-13
Lynx Investment Advisory
DECREASED
Shares11,616 from 11,633
Change-17 (0%)
Value$4.3M (+$42.5K)
Filed 2026-10-27
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares11,592 from 11,827
Change-235 (-2%)
Value$4.3M (-$38.5K)
Filed 2026-10-06
Chatham Capital Group, Inc.
INCREASED
Shares11,555 from 5,375
Change+6,180 (+115%)
Value$4.3M (+$2.3M)
Filed 2026-10-16
Yoder Wealth Management, Inc.
INCREASED
Shares11,532 from 11,476
Change+56 (+0%)
Value$4.3M (+$69.2K)
Filed 2026-10-13
Greenhouse Wealth Management, LLC
INCREASED
Shares11,529 from 11,202
Change+327 (+3%)
Value$4.3M (+$169.4K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares11,496 from 11,498
Change-2 (0%)
Value$4.3M (+$47.6K)
Filed 2026-10-30
Boyum Wealth Architects LLC
DECREASED
Shares11,494 from 11,631
Change-137 (-1%)
Value$4.3M (+$43.8K)
Filed 2026-10-06
Armbruster Capital Management, Inc.
INCREASED
Shares11,456 from 5,584
Change+5,872 (+105%)
Value$4.3M (+$2.2M)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares11,454 from 10,486
Change+968 (+9%)
Value$4.3M (+$406.4K)
Filed 2026-10-23
Kwmg, LLC
DECREASED
Shares11,435 from 11,447
Change-12 (0%)
Value$4.3M (+$43.5K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
INCREASED
Shares11,425 from 9,806
Change+1,619 (+17%)
Value$4.3M (+$647.0K)
Filed 2026-10-08
BLB&B Advisors, LLC
INCREASED
Shares11,396 from 10,832
Change+564 (+5%)
Value$4.3M (+$256.9K)
Filed 2026-10-27
PCA Investment Advisory Services Inc.
INCREASED
Shares11,389 from 11,205
Change+184 (+2%)
Value$4.3M (+$115.7K)
Filed 2026-10-13
Gallacher Capital Management LLC
DECREASED
Shares11,348 from 11,573
Change-225 (-2%)
Value$4.2M (-$35.5K)
Filed 2026-10-30
RM Financial Services, LLC
INCREASED
Shares11,278 from 10,725
Change+553 (+5%)
Value$4.2M (+$252.0K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares11,267 from 11,232
Change+35 (+0%)
Value$4.2M (+$60.3K)
Filed 2026-10-28
Professional Advisory Services Inc
UNCHANGED
Shares11,260 from 11,260
Change0 (0%)
Value$4.2K (+$47)
Filed 2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares11,259 from 11,197
Change+62 (+1%)
Value$4.2M (+$70.2K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
INCREASED
Shares11,196 from 11,182
Change+14 (+0%)
Value$4.2M (+$52.2K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
NEW
Shares11,131
Change+11,131
Value$4.2M
Filed 2026-10-16
Lodestone Wealth Management LLC
INCREASED
Shares11,118 from 10,438
Change+680 (+7%)
Value$4.2M (+$298.4K)
Filed 2026-10-14
Heritage Family Offices, LLP
INCREASED
Shares11,114 from 10,603
Change+511 (+5%)
Value$4.2M (+$235.9K)
Filed 2026-11-02
Palisade Asset Management, LLC
UNCHANGED
Shares11,094 from 11,094
Change0 (0%)
Value$4.2M (+$46.6K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares11,091 from 11,007
Change+84 (+1%)
Value$4.2M (+$77.5K)
Filed 2026-10-19
Beam Wealth Advisors, Inc.
INCREASED
Shares11,054 from 10,149
Change+905 (+9%)
Value$4.1M (+$381.2K)
Filed 2026-11-03
Absolute Capital Management, LLC
INCREASED
Shares11,000 from 10,902
Change+98 (+1%)
Value$4.1M (+$82.6K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares10,978 from 14,823
Change-3,845 (-26%)
Value$4.1M (-$1.4M)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares10,955 from 11,025
Change-70 (-1%)
Value$4.1M (+$20.1K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares10,924 from 10,719
Change+205 (+2%)
Value$4.1M (+$121.7K)
Filed 2026-10-26
Foguth Wealth Management, Llc.
DECREASED
Shares10,873 from 11,544
Change-671 (-6%)
Value$4.1M (-$160.9K)
Filed 2026-10-19
Renasant Bank
DECREASED
Shares10,858 from 10,881
Change-23 (0%)
Value$4.1M (+$37.1K)
Filed 2026-11-05
Frankly Finances, LLC
INCREASED
Shares10,855 from 10,747
Change+108 (+1%)
Value$4.1M (+$85.6K)
Filed 2026-10-28
Davis Capital Management
DECREASED
Shares10,792 from 10,919
Change-127 (-1%)
Value$4.0M (-$1.6K)
Filed 2026-10-08
Legacy Wealth Management, LLC / MS
DECREASED
Shares10,755 from 11,755
Change-1,000 (-9%)
Value$4.0M (-$324.9K)
Filed 2026-10-30
Old North State Wealth Management, LLC
DECREASED
Shares10,684 from 10,786
Change-102 (-1%)
Value$4.0M (+$6.3K)
Filed 2026-10-22
Accretive Wealth Partners, LLC
INCREASED
Shares10,650 from 10,579
Change+71 (+1%)
Value$4.0M (+$71.0K)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares10,649 from 10,547
Change+102 (+1%)
Value$4.0M (+$82.2K)
Filed 2026-10-22
FF Advisors,LLC
INCREASED
Shares10,631 from 10,560
Change+71 (+1%)
Value$4.0M (+$71.1K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares10,630 from 10,661
Change-31 (0%)
Value$4.0M (+$33.3K)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares10,586 from 10,594
Change-8 (0%)
Value$4.0M (+$41.5K)
Filed 2026-10-08
Aviance Capital Partners, LLC
INCREASED
Shares10,489 from 10,486
Change+3 (+0%)
Value$3.9M (+$45.1K)
Filed 2026-10-29
Mainsail Asset Management, LLC
DECREASED
Shares10,460 from 10,585
Change-125 (-1%)
Value$4.0M (+$116.5K)
Filed 2026-10-14
Private Advisory Group LLC
DECREASED
Shares10,415 from 10,636
Change-221 (-2%)
Value$3.9M (-$38.3K)
Filed 2026-11-06
Falcon Wealth Planning
INCREASED
Shares10,412 from 9,725
Change+687 (+7%)
Value$3.9M (+$298.2K)
Filed 2026-11-06
Omni 360 Wealth, Inc.
INCREASED
Shares10,367 from 9,215
Change+1,152 (+13%)
Value$3.9M (+$470.0K)
Filed 2026-10-13
Lakewood Asset Management LLC
INCREASED
Shares10,359 from 10,343
Change+16 (+0%)
Value$3.9M (+$49.3K)
Filed 2026-10-26
Anderson Hoagland & Co
INCREASED
Shares10,324 from 9,817
Change+507 (+5%)
Value$3.9M (+$237.9K)
Filed 2026-10-23
Calamos Advisors LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$3.9M (+$43.3K)
Filed 2026-11-02
Lazari Capital Management, Inc.
DECREASED
Shares10,268 from 10,449
Change-181 (-2%)
Value$3.8M (-$24.0K)
Filed 2026-10-20
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares10,239 from 10,239
Change0 (0%)
Value$3.8M (+$43.0K)
Filed 2026-10-15
Peirce Capital Management, LLC
DECREASED
Shares10,232 from 10,949
Change-717 (-7%)
Value$3.8M (-$222.3K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares10,166 from 9,474
Change+692 (+7%)
Value$3.9M (+$347.2K)
Filed 2026-10-20
Outfitters Financial LLC
DECREASED
Shares10,139 from 10,389
Change-250 (-2%)
Value$3.8M (-$49.9K)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares10,135 from 1,138
Change+8,997 (+791%)
Value$3.8M (+$3.4M)
Filed 2026-10-15
Barton Investment Management
DECREASED
Shares10,095 from 10,617
Change-522 (-5%)
Value$3.8M (-$150.8K)
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares10,075 from 9,160
Change+915 (+10%)
Value$3.8M (+$381.0K)
Filed 2026-10-19
Aurelius Family Office LLC
DECREASED
Shares10,058 from 10,866
Change-808 (-7%)
Value$3.8M (-$256.7K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares10,051 from 10,182
Change-131 (-1%)
Value$3.8K (-$3.8M)
Filed 2026-10-30
KFG LLC
NEW
Shares10,042
Change+10,042
Value$3.8M
Filed 2026-11-02
Lee Financial Co
DECREASED
Shares10,042 from 10,064
Change-22 (0%)
Value$3.8M (+$34.1K)
Filed 2026-10-16
Tandem Investment Partners LLC
DECREASED
Shares10,007 from 10,838
Change-831 (-8%)
Value$3.7M (-$265.5K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
DECREASED
Shares9,982 from 10,159
Change-177 (-2%)
Value$3.7M (-$23.5K)
Filed 2026-11-06
Private Wealth Management Group, LLC
DECREASED
Shares9,969 from 10,121
Change-152 (-1%)
Value$3.7M (-$14.7K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares9,944 from 4,945
Change+4,999 (+101%)
Value$3.7M (+$1.9M)
Filed 2026-10-23
Dagco, Inc.
DECREASED
Shares9,943 from 9,994
Change-51 (-1%)
Value$3.7M (+$22.9K)
Filed 2026-10-20
Clarus Wealth Advisors
INCREASED
Shares9,883 from 9,747
Change+136 (+1%)
Value$3.8M (+$185.3K)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED
Shares9,879 from 9,879
Change0 (0%)
Value$3.7M (+$41.5K)
Filed 2026-10-21
LifeWealth Investments, LLC
INCREASED
Shares9,863 from 2,928
Change+6,935 (+237%)
Value$3.7M (+$2.6M)
Filed 2026-10-21
Princeton Global Asset Management LLC
DECREASED
Shares9,860 from 10,260
Change-400 (-4%)
Value$3.7M (-$106.6K)
Filed 2026-10-21
Sun Group Wealth Partners
INCREASED
Shares9,855 from 7,167
Change+2,688 (+38%)
Value$3.7M (+$1.0M)
Filed 2026-10-26
Compass Planning Associates Inc
DECREASED
Shares9,854 from 10,196
Change-342 (-3%)
Value$3.7M (-$85.5K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
UNCHANGED
Shares9,845 from 9,845
Change0 (0%)
Value$3.7M (+$41.3K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares9,830 from 9,035
Change+795 (+9%)
Value$3.7M (+$335.7K)
Filed 2026-10-27
Financial Symmetry Inc
INCREASED
Shares9,801 from 9,751
Change+50 (+1%)
Value$3.7M (+$59.6K)
Filed 2026-10-06
Victory Financial Group, LLC
INCREASED
Shares9,795 from 9,521
Change+274 (+3%)
Value$3.7M (+$142.8K)
Filed 2026-10-27
Bill Few Associates, Inc.
INCREASED
Shares9,735 from 6,453
Change+3,282 (+51%)
Value$3.6M (+$1.3M)
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares9,732 from 9,794
Change-62 (-1%)
Value$3.6M (+$17.8K)
Filed 2026-11-04
Novem Group
DECREASED
Shares9,671 from 9,997
Change-326 (-3%)
Value$3.6M (-$80.1K)
Filed 2026-10-19
Stone Summit Wealth LLC
DECREASED
Shares9,654 from 9,668
Change-14 (0%)
Value$3.6M (+$35.4K)
Filed 2026-10-14
Fulton Breakefield Broenniman LLC
INCREASED
Shares9,571 from 9,287
Change+284 (+3%)
Value$3.6M (+$145.5K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares9,564 from 9,075
Change+489 (+5%)
Value$3.6M (+$221.1K)
Filed 2026-10-22
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares9,510 from 9,509
Change+1 (+0%)
Value$3.6M (+$40.2K)
Filed 2026-11-06
Thompson Investment Management, Inc.
DECREASED
Shares9,499 from 9,507
Change-8 (0%)
Value$3.6M (+$36.9K)
Filed 2026-10-14
Bull Street Advisors, LLC
INCREASED
Shares9,496 from 1,403
Change+8,093 (+577%)
Value$3.6K (+$3.3K)
Filed 2026-10-20
Sellwood Investment Partners LLC
INCREASED
Shares9,489 from 9,485
Change+4 (+0%)
Value$3.6M (+$41.4K)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares9,462 from 9,291
Change+171 (+2%)
Value$3.5M (+$103.3K)
Filed 2026-10-27
Independence Financial Advisors, LLC
INCREASED
Shares9,459 from 9,435
Change+24 (+0%)
Value$3.5M (+$48.6K)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares9,421 from 9,301
Change+120 (+1%)
Value$3.5M (+$84.0K)
Filed 2026-10-19
Jordan Park Group LLC
INCREASED
Shares9,417 from 9,025
Change+392 (+4%)
Value$3.5M (+$184.6K)
Filed 2026-11-06
Investment Advisory Services Inc
DECREASED
Shares9,401 from 9,445
Change-44 (0%)
Value$3.5M (+$23.3K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED
Shares9,398 from 9,405
Change-7 (0%)
Value$3.5M (+$37.0K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
DECREASED
Shares9,345 from 9,413
Change-68 (-1%)
Value$3.5M (+$14.1K)
Filed 2026-11-04
TriaGen Wealth Management LLC
DECREASED
Shares9,339 from 9,362
Change-23 (0%)
Value$3.5M (+$30.7K)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares9,337 from 9,606
Change-269 (-3%)
Value$3.5K (-$3.6M)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares9,303 from 9,241
Change+62 (+1%)
Value$3.5M (+$61.9K)
Filed 2026-11-04
SkyOak Wealth, LLC
INCREASED
Shares9,249 from 9,144
Change+105 (+1%)
Value$3.5M (+$77.7K)
Filed 2026-10-28
Rossmore Private Capital
DECREASED
Shares9,196 from 9,311
Change-115 (-1%)
Value$3.4M (-$3.9K)
Filed 2026-10-27
Marotta Asset Management
DECREASED
Shares9,184 from 9,282
Change-98 (-1%)
Value$3.4M (+$9.5K)
Filed 2026-10-02
SwitchPoint Financial Planning, LLC
DECREASED
Shares9,177 from 9,926
Change-749 (-8%)
Value$3.4M (-$238.6K)
Filed 2026-11-02
Clayton Financial Group LLC
INCREASED
Shares9,144 from 8,937
Change+207 (+2%)
Value$3.4M (+$114.8K)
Filed 2026-10-13
Sulzberger Capital Advisors, Inc.
INCREASED
Shares9,123 from 8,865
Change+258 (+3%)
Value$3.4M (+$134.0K)
Filed 2026-10-20
Sound Stewardship, LLC
DECREASED
Shares9,107 from 9,125
Change-18 (0%)
Value$3.4M (+$31.4K)
Filed 2026-10-14
RIA Advisory Group LLC
DECREASED
Shares9,075 from 17,718
Change-8,643 (-49%)
Value$3.4M (-$3.2M)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
DECREASED
Shares9,071 from 9,249
Change-178 (-2%)
Value$3.4M (-$27.6K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
INCREASED
Shares9,045 from 8,520
Change+525 (+6%)
Value$3.4M (+$232.3K)
Filed 2026-10-26
Councilor Wealth, LLC
INCREASED
Shares9,007 from 8,958
Change+49 (+1%)
Value$3.4M (+$56.0K)
Filed 2026-10-09
MSH Capital Advisors LLC
INCREASED
Shares8,990 from 8,318
Change+672 (+8%)
Value$3.4M (+$286.2K)
Filed 2026-11-03
Fairman Group, LLC
INCREASED
Shares8,984 from 8,753
Change+231 (+3%)
Value$3.4M (+$123.4K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares8,955 from 8,888
Change+67 (+1%)
Value$3.4M (+$62.6K)
Filed 2026-10-21
BayBridge Capital Group, LLC
DECREASED
Shares8,938 from 30,601
Change-21,663 (-71%)
Value$3.3M (-$8.0M)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
INCREASED
Shares8,925 from 8,920
Change+5 (+0%)
Value$3.3M (+$39.3K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,913 from 8,897
Change+16 (+0%)
Value$3.3M (+$43.2K)
Filed 2026-10-29
Bank of Stockton
DECREASED
Shares8,885 from 9,112
Change-227 (-2%)
Value$3.3M (-$46.7K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares8,868 from 8,853
Change+15 (+0%)
Value$3.3M (+$42.9K)
Filed 2026-10-14
Adirondack Capital Advisors, LLC
DECREASED
Shares8,845 from 8,902
Change-57 (-1%)
Value$3.3M (+$16.0K)
Filed 2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,845 from 8,823
Change+22 (+0%)
Value$3.3M (+$45.2K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares8,835 from 8,835
Change0 (0%)
Value$3.3M (+$37.1K)
Filed 2026-11-02
J. L. Bainbridge & Co., Inc.
INCREASED
Shares8,809 from 8,787
Change+22 (+0%)
Value$3.3M (+$45.0K)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares8,797 from 9,039
Change-242 (-3%)
Value$3.3M (-$52.6K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares8,785 from 8,782
Change+3 (+0%)
Value$3.3M (+$37.9K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
INCREASED
Shares8,784 from 8,603
Change+181 (+2%)
Value$3.3M (+$104.0K)
Filed 2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED
Shares8,768 from 8,768
Change0 (0%)
Value$3.3M (+$36.9K)
Filed 2026-10-15
Centurion Wealth Management LLC
DECREASED
Shares8,762 from 8,773
Change-11 (0%)
Value$3.3M (+$32.5K)
Filed 2026-10-13
LifeGoal Investments, LLC
INCREASED
Shares8,754 from 7,698
Change+1,056 (+14%)
Value$3.3M (+$427.7K)
Filed 2026-10-09
Prairiewood Capital, LLC
INCREASED
Shares8,747 from 8,005
Change+742 (+9%)
Value$3.3M (+$311.2K)
Filed 2026-10-16
Transce3nd, LLC
INCREASED
Shares8,743 from 1,089
Change+7,654 (+703%)
Value$3.3M (+$2.9M)
Filed 2026-10-26
BancFirst Trust & Investment Management
DECREASED
Shares8,739 from 9,249
Change-510 (-6%)
Value$3.3M (-$116.1K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
INCREASED
Shares8,735 from 8,299
Change+436 (+5%)
Value$3.3M (+$197.8K)
Filed 2026-10-26
EagleClaw Capital Managment, LLC
UNCHANGED
Shares8,732 from 8,732
Change0 (0%)
Value$3.3M (+$36.7K)
Filed 2026-11-06
Trinity Wealth Management, LLC
DECREASED
Shares8,711 from 8,742
Change-31 (0%)
Value$3.3M (+$25.1K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED
Shares8,701 from 8,701
Change0 (0%)
Value$3.3M (+$36.5K)
Filed 2026-10-21
Greenfield Savings Bank
INCREASED
Shares8,692 from 8,563
Change+129 (+2%)
Value$3.3M (+$84.2K)
Filed 2026-10-07
Members Wealth LLC
INCREASED
Shares8,655 from 7,507
Change+1,148 (+15%)
Value$3.3M (+$519.8K)
Filed 2026-10-20
Union Savings Bank
INCREASED
Shares8,583 from 2,703
Change+5,880 (+218%)
Value$3.2M (+$2.2M)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares8,576 from 8,122
Change+454 (+6%)
Value$3.2M (+$204.2K)
Filed 2026-11-03
KFA Private Wealth Group, LLC
INCREASED
Shares8,571 from 8,355
Change+216 (+3%)
Value$3.2M (+$116.2K)
Filed 2026-10-07
Legacy Edge Advisors, LLC
INCREASED
Shares8,558 from 7,443
Change+1,115 (+15%)
Value$3.2M (+$448.5K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares8,550 from 7,704
Change+846 (+11%)
Value$3.2M (+$349.0K)
Filed 2026-10-05
Ashton Thomas Securities, LLC
DECREASED
Shares8,547 from 8,559
Change-12 (0%)
Value$3.2M (+$30.3K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares8,496 from 7,559
Change+937 (+12%)
Value$3.2M (+$382.1K)
Filed 2026-10-26
Daviman Financial, LLC
UNCHANGED
Shares8,492 from 8,492
Change0 (0%)
Value$3.2M (+$35.7K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares8,464 from 7,268
Change+1,196 (+16%)
Value$3.2M (+$478.1K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares8,452 from 8,484
Change-32 (0%)
Value$3.2M (+$23.8K)
Filed 2026-10-21
Kennicott Capital Management LLC
UNCHANGED
Shares8,431 from 8,431
Change0 (0%)
Value$3.2M (+$35.6K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares8,428 from 8,357
Change+71 (+1%)
Value$3.2M (+$61.7K)
Filed 2026-10-26
Bath Savings Trust Co
INCREASED
Shares8,403 from 8,256
Change+147 (+2%)
Value$3.1M (+$89.7K)
Filed 2026-10-07
Manchester Capital Management LLC
INCREASED
Shares8,369 from 8,363
Change+6 (+0%)
Value$3.1M (+$37.5K)
Filed 2026-10-22
Studio Investment Management LLC
DECREASED
Shares8,352 from 14,188
Change-5,836 (-41%)
Value$3.1M (-$2.1M)
Filed 2026-10-22
Winch Advisory Services, LLC
INCREASED
Shares8,299 from 8,242
Change+57 (+1%)
Value$3.1M (+$55.9K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
INCREASED
Shares8,287 from 8,276
Change+11 (+0%)
Value$3.1M (+$38.9K)
Filed 2026-10-09
Parkside Financial Bank & Trust
INCREASED
Shares8,264 from 8,171
Change+93 (+1%)
Value$3.1M (+$69.4K)
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares8,251 from 8,251
Change0 (0%)
Value$3.1M (+$34.7K)
Filed 2026-10-14
Prudent Investor Advisors, LLC
NEW
Shares8,248
Change+8,248
Value$3.1M
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares8,246 from 7,931
Change+315 (+4%)
Value$3.1M (+$151.2K)
Filed 2026-10-26
Foster Victor Wealth Advisors, LLC
DECREASED
Shares8,230 from 8,388
Change-158 (-2%)
Value$3.1M (-$22.7K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares8,217 from 8,140
Change+77 (+1%)
Value$3.1M (+$63.1K)
Filed 2026-10-09
Monument Capital Management
DECREASED
Shares8,190 from 8,206
Change-16 (0%)
Value$3.1M (+$28.5K)
Filed 2026-10-09
Innova Wealth Partners
INCREASED
Shares8,165 from 7,400
Change+765 (+10%)
Value$3.1M (+$317.4K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED
Shares8,108 from 7,957
Change+151 (+2%)
Value$3.0M (+$89.7K)
Filed 2026-11-02
Yoffe Investment Management, LLC
UNCHANGED
Shares8,078 from 8,078
Change0 (0%)
Value$3.0M (+$33.9K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares8,013 from 8,106
Change-93 (-1%)
Value$3.0M (-$759)
Filed 2026-10-22
Keeler Thomas Management LLC
INCREASED
Shares8,005 from 7,534
Change+471 (+6%)
Value$3.0M (+$207.7K)
Filed 2026-10-29
180 Wealth Advisors, LLC
DECREASED
Shares7,995 from 8,187
Change-192 (-2%)
Value$3.0M (-$37.4K)
Filed 2026-11-03
Noesis Capital Mangement Corp
INCREASED
Shares7,972 from 4,505
Change+3,467 (+77%)
Value$3.0M (+$1.3M)
Filed 2026-10-26
Investors Asset Management of Georgia Inc
INCREASED
Shares7,967 from 7,295
Change+672 (+9%)
Value$3.0M (+$282.2K)
Filed 2026-10-20
Flywheel Private Wealth LLC
DECREASED
Shares7,958 from 8,771
Change-813 (-9%)
Value$3.0M (-$267.4K)
Filed 2026-11-02
Wealth Group Ltd
INCREASED
Shares7,941 from 7,900
Change+41 (+1%)
Value$3.0M (+$78.5K)
Filed 2026-10-07
Seed Wealth Management, Inc.
UNCHANGED
Shares7,915 from 7,915
Change0 (0%)
Value$3.0M (+$33.2K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
INCREASED
Shares7,857 from 7,779
Change+78 (+1%)
Value$2.9M (+$61.6K)
Filed 2026-11-05
TFB Advisors LLC
DECREASED
Shares7,823 from 8,232
Change-409 (-5%)
Value$2.9M (-$118.4K)
Filed 2026-11-02
G2 Capital Management, LLC / OH
INCREASED
Shares7,798 from 7,796
Change+2 (+0%)
Value$2.9M (+$33.8K)
Filed 2026-10-23
Sheets Smith Wealth Management
INCREASED
Shares7,723 from 7,580
Change+143 (+2%)
Value$2.9M (+$85.6K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED
Shares7,713 from 8,144
Change-431 (-5%)
Value$2.9M (-$127.1K)
Filed 2026-11-03
Coquina Private Wealth LLC
DECREASED
Shares7,682 from 7,835
Change-153 (-2%)
Value$2.9M (-$24.3K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares7,668 from 9,064
Change-1,396 (-15%)
Value$2.9M (-$484.4K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
DECREASED
Shares7,665 from 8,083
Change-418 (-5%)
Value$2.9M (-$122.4K)
Filed 2026-10-23
Watershed Private Wealth LLC
DECREASED
Shares7,657 from 7,691
Change-34 (0%)
Value$2.9M (+$19.8K)
Filed 2026-10-30
CMG Global Holdings, LLC
DECREASED
Shares7,643 from 7,742
Change-99 (-1%)
Value$2.9M (-$4.4K)
Filed 2026-10-14
Orca Investment Management, LLC
DECREASED
Shares7,639 from 7,658
Change-19 (0%)
Value$2.9M (+$25.1K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares7,626 from 7,634
Change-8 (0%)
Value$2.9M (+$29.1K)
Filed 2026-10-27
Winnacle Wealth LLC
INCREASED
Shares7,606 from 1,169
Change+6,437 (+551%)
Value$2.8M (+$2.4M)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares7,602 from 7,223
Change+379 (+5%)
Value$2.8M (+$172.1K)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
DECREASED
Shares7,567 from 7,669
Change-102 (-1%)
Value$2.8M (-$5.9K)
Filed 2026-10-21
Deutsche Bank Ag\
UNCHANGED
Shares7,562 from 7,562
Change0 (0%)
Value$2.8M (+$31.8K)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares7,555 from 6,350
Change+1,205 (+19%)
Value$2.8M (+$476.3K)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares7,552 from 7,525
Change+27 (+0%)
Value$2.8M (+$42.0K)
Filed 2026-10-28
Holland Advisory Services, Inc.
DECREASED
Shares7,552 from 7,567
Change-15 (0%)
Value$2.8M (+$26.1K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
INCREASED
Shares7,546 from 7,489
Change+57 (+1%)
Value$2.8M (+$52.9K)
Filed 2026-10-16
Milestone Asset Management Group, LLC
INCREASED
Shares7,513 from 7,322
Change+191 (+3%)
Value$2.8M (+$102.3K)
Filed 2026-10-20
Diesslin Group, Inc.
DECREASED
Shares7,503 from 8,102
Change-599 (-7%)
Value$2.8M (-$190.2K)
Filed 2026-10-14
HCR Wealth Advisors
INCREASED
Shares7,496 from 7,410
Change+86 (+1%)
Value$2.8M (+$63.3K)
Filed 2026-10-15
Lpwm LLC
INCREASED
Shares7,495 from 7,385
Change+110 (+1%)
Value$2.8M (+$72.3K)
Filed 2026-10-20
Gemmer Asset Management LLC
INCREASED
Shares7,466 from 7,262
Change+204 (+3%)
Value$2.8M (+$106.8K)
Filed 2026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares7,444 from 7,444
Change0 (0%)
Value$2.8M (+$31.3K)
Filed 2026-10-06
Latitude Advisors, LLC
INCREASED
Shares7,427 from 6,848
Change+579 (+8%)
Value$2.8M (+$245.6K)
Filed 2026-10-27
Orgel Wealth Management, LLC
DECREASED
Shares7,426 from 7,987
Change-561 (-7%)
Value$2.8M (-$176.4K)
Filed 2026-10-14
Cromwell Holdings LLC
UNCHANGED
Shares7,410 from 7,410
Change0 (0%)
Value$2.8M (+$23.4K)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares7,399 from 8,391
Change-992 (-12%)
Value$2.8M (-$336.0K)
Filed 2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED
Shares7,381 from 7,387
Change-6 (0%)
Value$2.8M (+$29.1K)
Filed 2026-10-23
Integrity Wealth Partners, LLC
NEW
Shares7,371
Change+7,371
Value$2.8M
Filed 2026-10-14
McHugh Group, LLC
INCREASED
Shares7,364 from 7,358
Change+6 (+0%)
Value$2.8M (+$32.9K)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares7,322 from 7,283
Change+39 (+1%)
Value$2.7M (+$44.8K)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares7,304 from 6,235
Change+1,069 (+17%)
Value$2.7M (+$426.3K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares7,267 from 7,267
Change0 (0%)
Value$2.7M (+$30.5K)
Filed 2026-10-05
Summit Investment Advisors, Inc.\KS
DECREASED
Shares7,236 from 11,157
Change-3,921 (-35%)
Value$2.7M (-$1.4M)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
INCREASED
Shares7,170 from 7,168
Change+2 (+0%)
Value$2.7M (+$31.0K)
Filed 2026-10-07
Collaborative Capital Advisors LLC
INCREASED
Shares7,098 from 6,983
Change+115 (+2%)
Value$2.7M (+$72.4K)
Filed 2026-11-06
Shepherd Financial Partners LLC
INCREASED
Shares7,071 from 6,267
Change+804 (+13%)
Value$2.6M (+$327.4K)
Filed 2026-11-03
United Financial Planning Group LLC
DECREASED
Shares7,042 from 7,078
Change-36 (-1%)
Value$2.6M (+$16.4K)
Filed 2026-11-04
Beaumont Asset Management, L.L.C.
INCREASED
Shares7,034 from 7,029
Change+5 (+0%)
Value$2.6M (+$31.4K)
Filed 2026-10-16
Chemistry Wealth Management LLC
UNCHANGED
Shares7,023 from 7,023
Change0 (0%)
Value$2.6M (+$29.5K)
Filed 2026-10-16
Bdfs Capital LLC
INCREASED
Shares7,008 from 5,576
Change+1,432 (+26%)
Value$2.6M (+$559.4K)
Filed 2026-10-14
Five Oceans Advisors
DECREASED
Shares7,003 from 7,444
Change-441 (-6%)
Value$2.6M (-$133.8K)
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares6,993 from 6,773
Change+220 (+3%)
Value$2.6M (+$110.8K)
Filed 2026-10-29
LMG Wealth Partners, LLC
UNCHANGED
Shares6,970 from 6,970
Change0 (0%)
Value$2.6M (+$29.3K)
Filed 2026-11-05
Burton Enright Welch
INCREASED
Shares6,967 from 1,531
Change+5,436 (+355%)
Value$2.6M (+$2.0M)
Filed 2026-11-04
Trust Co of Toledo NA
INCREASED
Shares6,859 from 6,067
Change+792 (+13%)
Value$2.6M (+$321.9K)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares6,851 from 50,969
Change-44,118 (-87%)
Value$2.6K (-$18.9M)
Filed 2026-10-23
Richmond Investment Services, LLC
INCREASED
Shares6,840 from 5,333
Change+1,507 (+28%)
Value$2.6M (+$586.4K)
Filed 2026-10-29
Everett Harris & Co
UNCHANGED
Shares6,837 from 6,837
Change0 (0%)
Value$2.6M (+$28.7K)
Filed 2026-10-28
Whelan Financial
INCREASED
Shares6,832 from 6,831
Change+1 (+0%)
Value$2.6M (+$29.1K)
Filed 2026-10-28
FinDec Wealth Services, Inc.
DECREASED
Shares6,820 from 6,905
Change-85 (-1%)
Value$2.6M (-$2.8K)
Filed 2026-10-30
Veratis Advisors, Inc.
INCREASED
Shares6,768 from 6,700
Change+68 (+1%)
Value$2.5M (+$53.7K)
Filed 2026-11-03
DBK Financial Counsel, LLC
INCREASED
Shares6,755 from 6,671
Change+84 (+1%)
Value$2.5M (+$59.7K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares6,754 from 6,245
Change+509 (+8%)
Value$2.5M (+$216.8K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares6,748 from 6,004
Change+744 (+12%)
Value$2.5M (+$304.0K)
Filed 2026-11-04
71 West Capital Partners
DECREASED
Shares6,735 from 8,122
Change-1,387 (-17%)
Value$2.5M (-$484.9K)
Filed 2026-11-04
Pinkerton Wealth, LLC
INCREASED
Shares6,731 from 2,632
Change+4,099 (+156%)
Value$2.5M (+$1.7M)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares6,700 from 6,591
Change+109 (+2%)
Value$2.5M (+$68.4K)
Filed 2026-10-19
Curtis Advisory Group, LLC
DECREASED
Shares6,665 from 6,809
Change-144 (-2%)
Value$2.5M (-$25.3K)
Filed 2026-10-28
TFC Financial Management, Inc.
INCREASED
Shares6,665 from 6,627
Change+38 (+1%)
Value$2.5M (+$41.9K)
Filed 2026-10-26
RED Lighthouse Investment Management, LLC
DECREASED
Shares6,665 from 6,673
Change-8 (0%)
Value$2.5M (+$25.0K)
Filed 2026-11-02
Salem Investment Counselors Inc
INCREASED
Shares6,655 from 6,088
Change+567 (+9%)
Value$2.5M (+$237.9K)
Filed 2026-10-13
Xena Financial Planning, LLC
DECREASED
Shares6,651 from 7,197
Change-546 (-8%)
Value$2.5M (-$174.1K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares6,638 from 5,730
Change+908 (+16%)
Value$2.5M (+$308.6K)
Filed 2026-10-30
Strategent Financial, LLC
INCREASED
Shares6,615 from 6,451
Change+164 (+3%)
Value$2.5M (+$88.5K)
Filed 2026-10-30
Delta Financial Advisors LLC
DECREASED
Shares6,605 from 7,730
Change-1,125 (-15%)
Value$2.5M (-$388.8K)
Filed 2026-10-27
Prairie Advisory, LLC
INCREASED
Shares6,592 from 3,507
Change+3,085 (+88%)
Value$2.5M (+$1.2M)
Filed 2026-10-19
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares6,568 from 6,568
Change0 (0%)
Value$2.5M (+$27.6K)
Filed 2026-10-29
BOS Asset Management, LLC
DECREASED
Shares6,540 from 6,586
Change-46 (-1%)
Value$2.4M (+$10.4K)
Filed 2026-10-09
Praetorian Wealth Management, Inc.
DECREASED
Shares6,537 from 6,539
Change-2 (0%)
Value$2.4M (+$26.7K)
Filed 2026-10-16
Bull Oak Capital, LLC
DECREASED
Shares6,528 from 6,721
Change-193 (-3%)
Value$2.4M (-$44.0K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares6,525 from 5,293
Change+1,232 (+23%)
Value$2.4M (+$483.3K)
Filed 2026-10-21
Aquire Wealth Advisors, LLC
DECREASED
Shares6,519 from 6,545
Change-26 (0%)
Value$2.4M (+$17.5K)
Filed 2026-10-23
RS Crum Inc.
DECREASED
Shares6,518 from 6,582
Change-64 (-1%)
Value$2.4M (+$3.5K)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares6,516 from 6,516
Change0 (0%)
Value$2.4M (+$27.4K)
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares6,504 from 6,492
Change+12 (+0%)
Value$2.4M (+$31.5K)
Filed 2026-10-28
HBE Wealth Management, LLC
DECREASED
Shares6,503 from 6,518
Change-15 (0%)
Value$2.4M (+$21.8K)
Filed 2026-11-06
IFC & Insurance Marketing, Inc.
INCREASED
Shares6,494 from 6,083
Change+411 (+7%)
Value$2.4M (+$179.3K)
Filed 2026-10-16
Essex Bank
DECREASED
Shares6,494 from 6,542
Change-48 (-1%)
Value$2.4M (+$9.5K)
Filed 2026-10-16
Gill Capital Partners, LLC
INCREASED
Shares6,492 from 6,364
Change+128 (+2%)
Value$2.4M (+$74.6K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares6,486 from 4,731
Change+1,755 (+37%)
Value$2.4M (+$676.6K)
Filed 2026-11-03
Capital Planning LLC
DECREASED
Shares6,481 from 6,490
Change-9 (0%)
Value$2.4M (+$23.6K)
Filed 2026-10-09
Wiser Wealth Management, Inc
DECREASED
Shares6,478 from 6,501
Change-23 (0%)
Value$2.4M (+$18.6K)
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares6,472 from 6,456
Change+16 (+0%)
Value$2.4M (+$33.0K)
Filed 2026-11-05
True Freedom Investing, LLC
INCREASED
Shares6,467 from 2,483
Change+3,984 (+160%)
Value$2.4M (+$1.6M)
Filed 2026-10-29
Interchange Capital Partners, LLC
INCREASED
Shares6,458 from 6,402
Change+56 (+1%)
Value$2.4M (+$47.8K)
Filed 2026-10-28
Park Edge Advisors, LLC
INCREASED
Shares6,449 from 6,427
Change+22 (+0%)
Value$2.4M (+$35.3K)
Filed 2026-10-28
Sensible Money, LLC
DECREASED
Shares6,430 from 8,088
Change-1,658 (-20%)
Value$2.4M (-$586.5K)
Filed 2026-10-20
Barclays PLC
DECREASED
Shares6,341 from 27,202
Change-20,861 (-77%)
Value$2.4M (-$7.7M)
Filed 2026-11-06
Elevation Wealth Partners, LLC
DECREASED
Shares6,306 from 6,352
Change-46 (-1%)
Value$2.4M (+$9.7K)
Filed 2026-10-07
Verus Capital Partners, LLC
DECREASED
Shares6,292 from 6,910
Change-618 (-9%)
Value$2.4M (-$202.3K)
Filed 2026-11-03
One Way Holdings LLC
DECREASED
Shares6,269 from 6,305
Change-36 (-1%)
Value$2.3M (+$13.0K)
Filed 2026-10-29
Davidson Trust Co
DECREASED
Shares6,267 from 6,767
Change-500 (-7%)
Value$2.3M (-$158.7K)
Filed 2026-10-09
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares6,249 from 6,246
Change+3 (+0%)
Value$2.3M (+$27.4K)
Filed 2026-10-09
ATX Financial Planning, LLC
DECREASED
Shares6,229 from 6,357
Change-128 (-2%)
Value$2.3M (-$21.0K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares6,224 from 10,080
Change-3,856 (-38%)
Value$2.3M (-$1.4M)
Filed 2026-11-05
Kassira Wealth Management LLC
DECREASED
Shares6,216 from 6,361
Change-145 (-2%)
Value$2.3M (-$27.5K)
Filed 2026-10-28
Summit Asset Management, LLC
DECREASED
Shares6,205 from 6,228
Change-23 (0%)
Value$2.3M (+$17.4K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares6,199 from 7,120
Change-921 (-13%)
Value$2.3M (-$314.8K)
Filed 2026-10-14
Sharkey, Howes & Javer
UNCHANGED
Shares6,193 from 6,193
Change0 (0%)
Value$2.3M (+$26.0K)
Filed 2026-10-22
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares6,185 from 6,313
Change-128 (-2%)
Value$2.3M (-$21.4K)
Filed 2026-10-19
Collaborative Wealth Managment Inc.
DECREASED
Shares6,176 from 6,181
Change-5 (0%)
Value$2.3M (+$24.1K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED
Shares6,146 from 6,256
Change-110 (-2%)
Value$2.3M (-$15.0K)
Filed 2026-10-26
Powerhouse Assets LLC
INCREASED
Shares6,129 from 5,356
Change+773 (+14%)
Value$2.3M (+$311.6K)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
DECREASED
Shares6,125 from 6,198
Change-73 (-1%)
Value$2.3M (-$1.3K)
Filed 2026-11-04
Asset Advisory Group, Inc.
INCREASED
Shares6,124 from 6,099
Change+25 (+0%)
Value$2.3M (+$34.9K)
Filed 2026-10-20
Wealth Management Nebraska
INCREASED
Shares6,106 from 5,652
Change+454 (+8%)
Value$2.3M (+$193.6K)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares6,105 from 5,617
Change+488 (+9%)
Value$2.3M (+$238.7K)
Filed 2026-10-09
Archer Investment Management, LLC
DECREASED
Shares6,061 from 7,187
Change-1,126 (-16%)
Value$2.3M (-$391.2K)
Filed 2026-10-13
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares6,047 from 6,567
Change-520 (-8%)
Value$2.3M (-$167.0K)
Filed 2026-10-08
DecisionMap Wealth Management, LLC
INCREASED
Shares6,029 from 5,980
Change+49 (+1%)
Value$2.3M (+$43.3K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
INCREASED
Shares6,015 from 4,214
Change+1,801 (+43%)
Value$2.3M (+$737.9K)
Filed 2026-10-13
Rossby Financial, LCC
DECREASED
Shares6,013 from 6,788
Change-775 (-11%)
Value$2.3M (-$261.5K)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares6,012 from 4,970
Change+1,042 (+21%)
Value$2.2M (+$410.7K)
Filed 2026-10-28
Townsend Asset Management Corp
INCREASED
Shares5,989 from 5,968
Change+21 (+0%)
Value$2.2M (+$32.7K)
Filed 2026-10-29
Pittenger & Anderson Inc
INCREASED
Shares5,969 from 5,411
Change+558 (+10%)
Value$2.2M (+$231.6K)
Filed 2026-11-02
Wingate Wealth Advisors, Inc.
DECREASED
Shares5,954 from 6,005
Change-51 (-1%)
Value$2.2M (+$6.3K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares5,941 from 5,941
Change0 (0%)
Value$2.2M (+$25.0K)
Filed 2026-10-13
Cypress Financial Planning LLC
INCREASED
Shares5,929 from 4,378
Change+1,551 (+35%)
Value$2.2M (+$598.9K)
Filed 2026-10-09
Roffman Miller Associates Inc
DECREASED
Shares5,929 from 6,150
Change-221 (-4%)
Value$2.2M (-$56.9K)
Filed 2026-10-19
Echo Wealth Management, LLC
INCREASED
Shares5,927 from 5,914
Change+13 (+0%)
Value$2.2M (+$29.7K)
Filed 2026-10-15
Mogy Joel R Investment Counsel Inc
DECREASED
Shares5,873 from 5,924
Change-51 (-1%)
Value$2.2M (+$5.8K)
Filed 2026-10-13
Town Capital LLC
UNCHANGED
Shares5,873 from 5,873
Change0 (0%)
Value$2.2M (+$24.7K)
Filed 2026-11-03
Catalyst Private Wealth, LLC
INCREASED
Shares5,867 from 5,847
Change+20 (+0%)
Value$2.2M (+$32.1K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares5,866 from 5,866
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-28
MFA Wealth Services
INCREASED
Shares5,850 from 5,791
Change+59 (+1%)
Value$2.2M (+$46.2K)
Filed 2026-10-14
Covenant Asset Management, LLC
DECREASED
Shares5,840 from 5,971
Change-131 (-2%)
Value$2.2M (-$23.9K)
Filed 2026-10-14
POM Investment Strategies, LLC
INCREASED
Shares5,827 from 4,730
Change+1,097 (+23%)
Value$2.2M (+$430.5K)
Filed 2026-10-20
Nikulski Financial, Inc.
DECREASED
Shares5,821 from 6,140
Change-319 (-5%)
Value$2.2M (-$93.8K)
Filed 2026-11-06
MBL Wealth, LLC
DECREASED
Shares5,812 from 5,930
Change-118 (-2%)
Value$2.2M (-$19.3K)
Filed 2026-10-22
Hurley Capital, LLC
INCREASED
Shares5,793 from 5,697
Change+96 (+2%)
Value$2.2M (+$60.1K)
Filed 2026-11-05
Winter & Associates, Inc.
INCREASED
Shares5,760 from 5,723
Change+37 (+1%)
Value$2.2M (+$54.2K)
Filed 2026-10-23
Oarsman Capital, Inc.
INCREASED
Shares5,735 from 5,194
Change+541 (+10%)
Value$2.1M (+$224.2K)
Filed 2026-11-05
Community Bank of Raymore
INCREASED
Shares5,714 from 3,484
Change+2,230 (+64%)
Value$2.1M (+$849.2K)
Filed 2026-10-23
Baron Financial Group, LLC
DECREASED
Shares5,711 from 5,806
Change-95 (-2%)
Value$2.1M (-$11.2K)
Filed 2026-10-09
ETF Store, Inc.
INCREASED
Shares5,701 from 5,694
Change+7 (+0%)
Value$2.1M (+$26.7K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares5,680
Change+5,680
Value$2.1M
Filed 2026-11-04
Private Wealth Partners, LLC
INCREASED
Shares5,680 from 5,462
Change+218 (+4%)
Value$2.1M (+$104.5K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares5,670 from 5,671
Change-1 (0%)
Value$2.1M (+$23.4K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
INCREASED
Shares5,660 from 5,569
Change+91 (+2%)
Value$2.1M (+$57.5K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
INCREASED
Shares5,639 from 5,355
Change+284 (+5%)
Value$2.1M (+$128.8K)
Filed 2026-10-16
Austin Wealth Management, LLC
DECREASED
Shares5,638 from 5,701
Change-63 (-1%)
Value$2.1M (+$47.6K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED
Shares5,632 from 5,632
Change0 (0%)
Value$2.1M (+$23.7K)
Filed 2026-10-14
Sunbeam Capital Management, LLC
INCREASED
Shares5,582 from 5,570
Change+12 (+0%)
Value$2.1M (+$27.7K)
Filed 2026-11-05
Montz Harcus Wealth Management LLC
INCREASED
Shares5,577 from 5,575
Change+2 (+0%)
Value$2.1M (+$24.0K)
Filed 2026-10-09
Impact Capital Partners LLC
INCREASED
Shares5,575 from 5,454
Change+121 (+2%)
Value$2.1M (+$67.9K)
Filed 2026-10-22
Birchbrook, Inc.
INCREASED
Shares5,572 from 5,553
Change+19 (+0%)
Value$2.1M (+$30.5K)
Filed 2026-10-14
Essex LLC
DECREASED
Shares5,564 from 5,643
Change-79 (-1%)
Value$2.1M (-$5.7K)
Filed 2026-10-14
Turn8 Private Wealth Inc.
DECREASED
Shares5,561 from 5,854
Change-293 (-5%)
Value$2.1M (-$85.1K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares5,553 from 5,621
Change-68 (-1%)
Value$2.1M (-$1.8K)
Filed 2026-10-27
Wealth Analytics Partners, LLC
INCREASED
Shares5,552 from 5,265
Change+287 (+5%)
Value$2.1M (+$123.6K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares5,549 from 4,317
Change+1,232 (+29%)
Value$2.1M (+$485.5K)
Filed 2026-11-03
Northeast Investment Management
INCREASED
Shares5,538 from 5,531
Change+7 (+0%)
Value$2.1M (+$25.9K)
Filed 2026-10-30
Brickley Wealth Management
INCREASED
Shares5,536 from 5,221
Change+315 (+6%)
Value$2.1M (+$139.5K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares5,519 from 6,884
Change-1,365 (-20%)
Value$2.1M (-$481.9K)
Filed 2026-10-09
OFS Enterprise LLC
DECREASED
Shares5,512 from 5,775
Change-263 (-5%)
Value$2.1M (-$74.3K)
Filed 2026-10-16
Aspen Wealth Management LLC
INCREASED
Shares5,512 from 5,489
Change+23 (+0%)
Value$2.1M (+$31.8K)
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares5,501 from 5,278
Change+223 (+4%)
Value$2.1M (+$105.4K)
Filed 2026-10-15
Meadow Creek Wealth Advisors LLC
UNCHANGED
Shares5,497 from 5,497
Change0 (0%)
Value$2.1M (+$23.1K)
Filed 2026-11-02
Nvwm, LLC
DECREASED
Shares5,482 from 6,345
Change-863 (-14%)
Value$2.1M (-$296.1K)
Filed 2026-10-14
Centerpoint Advisors, LLC
INCREASED
Shares5,478 from 1,815
Change+3,663 (+202%)
Value$2.1K (-$670.0K)
Filed 2026-11-05
Financial Council, LLC
INCREASED
Shares5,462 from 5,284
Change+178 (+3%)
Value$2.0M (+$88.7K)
Filed 2026-11-02
Intergy Private Wealth, LLC
DECREASED
Shares5,457 from 5,536
Change-79 (-1%)
Value$2.0M (-$6.4K)
Filed 2026-10-16
Sterling Investment Management, LLC
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$2.0M (+$22.8K)
Filed 2026-10-16
Chapin Davis, Inc.
INCREASED
Shares5,434 from 5,431
Change+3 (+0%)
Value$2.0M (+$24.0K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares5,414 from 5,209
Change+205 (+4%)
Value$2.0M (+$98.6K)
Filed 2026-11-02
Everest Financial Group LLC
INCREASED
Shares5,410 from 4,615
Change+795 (+17%)
Value$2.0M (+$317.1K)
Filed 2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED
Shares5,349 from 5,348
Change+1 (+0%)
Value$2.0M (+$22.6K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares5,344 from 6,119
Change-775 (-13%)
Value$2.0M (-$264.4K)
Filed 2026-11-02
Droms Strauss Advisors Inc
DECREASED
Shares5,342 from 5,741
Change-399 (-7%)
Value$2.0M (-$125.2K)
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares5,342 from 5,261
Change+81 (+2%)
Value$2.0M (+$52.3K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,334 from 5,334
Change0 (0%)
Value$2.0M (+$22.4K)
Filed 2026-10-22
Base Wealth Management LLC
INCREASED
Shares5,332 from 5,314
Change+18 (+0%)
Value$2.0M (+$29.0K)
Filed 2026-10-21
Curran Financial Partners, LLC
INCREASED
Shares5,324 from 4,589
Change+735 (+16%)
Value$2.0M (+$294.3K)
Filed 2026-11-04
Welch Group, LLC
INCREASED
Shares5,291 from 4,621
Change+670 (+15%)
Value$2.0M (+$270.3K)
Filed 2026-10-29
Harbor Group, Inc.
INCREASED
Shares5,243 from 5,131
Change+112 (+2%)
Value$2.0M (+$63.6K)
Filed 2026-10-14
Perryman Financial Advisory Inc
DECREASED
Shares5,243 from 5,338
Change-95 (-2%)
Value$2.0M (-$13.3K)
Filed 2026-10-16
Parthenon LLC
DECREASED
Shares5,237 from 5,332
Change-95 (-2%)
Value$2.0M (-$13.2K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
INCREASED
Shares5,236 from 5,090
Change+146 (+3%)
Value$2.0M (+$76.1K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED
Shares5,233 from 5,410
Change-177 (-3%)
Value$2.0M (-$43.7K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
DECREASED
Shares5,224 from 5,232
Change-8 (0%)
Value$2.0M (+$19.0K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares5,222 from 5,579
Change-357 (-6%)
Value$2.0M (-$110.2K)
Filed 2026-10-14
Entrewealth, LLC
INCREASED
Shares5,221 from 5,087
Change+134 (+3%)
Value$2.0M (+$25.6K)
Filed 2026-10-14
SP Asset Management LLC
INCREASED
Shares5,216 from 5,206
Change+10 (+0%)
Value$2.0M (+$25.7K)
Filed 2026-11-05
BKM Wealth Management, LLC
INCREASED
Shares5,212 from 5,003
Change+209 (+4%)
Value$2.0M (+$99.3K)
Filed 2026-10-22
Breakwater Capital Group
DECREASED
Shares5,203 from 5,204
Change-1 (0%)
Value$1.9M (+$21.4K)
Filed 2026-10-09
Vilga Financial Planning LLC
INCREASED
Shares5,199 from 5,048
Change+151 (+3%)
Value$1.9M (+$77.7K)
Filed 2026-10-09
Cypress Capital Group
DECREASED
Shares5,173 from 5,191
Change-18 (0%)
Value$1.9M (+$15.1K)
Filed 2026-11-03
Courage Miller Partners, LLC
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$1.9M (+$21.8K)
Filed 2026-10-21
Paragon Capital Management Inc
UNCHANGED
Shares5,155 from 5,155
Change0 (0%)
Value$1.9M (+$21.7K)
Filed 2026-10-15
JGP Wealth Management, LLC
DECREASED
Shares5,120 from 5,578
Change-458 (-8%)
Value$1.9M (-$148.2K)
Filed 2026-10-13
Objective Capital Management, LLC
UNCHANGED
Shares5,118 from 5,118
Change0 (0%)
Value$1.9M (+$21.6K)
Filed 2026-10-13
Ted Buchan & Co
UNCHANGED
Shares5,116 from 5,116
Change0 (0%)
Value$1.9M (+$21.5K)
Filed 2026-10-23
Columbia Advisory Partners LLC
INCREASED
Shares5,085 from 4,087
Change+998 (+24%)
Value$1.9M (+$390.8K)
Filed 2026-10-15
HWG Holdings LP
UNCHANGED
Shares5,079 from 5,079
Change0 (0%)
Value$1.9M (+$21.3K)
Filed 2026-10-08
Joel Adams & Associates, Inc.
INCREASED
Shares5,067 from 4,646
Change+421 (+9%)
Value$1.9M (+$177.1K)
Filed 2026-11-02
Hourglass Capital, LLC
UNCHANGED
Shares5,059 from 5,059
Change0 (0%)
Value$1.9M (+$21.2K)
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares5,056 from 5,120
Change-64 (-1%)
Value$1.9M (-$2.4K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
DECREASED
Shares5,055 from 5,056
Change-1 (0%)
Value$1.9M (+$20.7K)
Filed 2026-10-26
Regatta Capital Group, LLC
DECREASED
Shares5,048 from 6,497
Change-1,449 (-22%)
Value$1.9M (-$515.1K)
Filed 2026-10-23
Solidarity Wealth, LLC
UNCHANGED
Shares5,043 from 5,043
Change0 (0%)
Value$1.9M (+$21.2K)
Filed 2026-10-15
Retirement Financial Solutions, LLC
INCREASED
Shares5,041 from 1,864
Change+3,177 (+170%)
Value$1.9M (+$1.2M)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares5,040 from 4,651
Change+389 (+8%)
Value$1.9M (+$164.8K)
Filed 2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares5,034 from 5,908
Change-874 (-15%)
Value$1.9M (-$302.3K)
Filed 2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED
Shares5,016 from 5,161
Change-145 (-3%)
Value$1.9M (-$32.6K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,014 from 4,814
Change+200 (+4%)
Value$1.9M (+$95.3K)
Filed 2026-11-02
AtlasMark Financial, Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.9M (+$21.0K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED
Shares4,997 from 4,997
Change0 (0%)
Value$1.9M (+$21.0K)
Filed 2026-10-26
Harbour Capital Advisors, LLC
UNCHANGED
Shares4,986 from 4,986
Change0 (0%)
Value$1.9M (+$7.7K)
Filed 2026-10-13
AF Advisors, Inc.
INCREASED
Shares4,978 from 4,966
Change+12 (+0%)
Value$1.9M (+$25.3K)
Filed 2026-11-06
Security Financial Services, Inc.
DECREASED
Shares4,973 from 5,394
Change-421 (-8%)
Value$1.9M (-$134.8K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
INCREASED
Shares4,969 from 4,667
Change+302 (+6%)
Value$1.9M (+$132.8K)
Filed 2026-11-06
Morton Capital Management LLC
DECREASED
Shares4,965 from 4,966
Change-1 (0%)
Value$1.9M (+$20.6K)
Filed 2026-10-23
Graetz Wealth LLC
INCREASED
Shares4,951 from 4,948
Change+3 (+0%)
Value$1.9M (+$21.9K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares4,912 from 4,912
Change0 (0%)
Value$1.8M (+$20.6K)
Filed 2026-10-23
Encompass Wealth Advisors, LLC
INCREASED
Shares4,904 from 1,425
Change+3,479 (+244%)
Value$1.8M (+$1.3M)
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares4,884 from 5,193
Change-309 (-6%)
Value$1.8M (-$59.8K)
Filed 2026-10-09
Thompson Siegel & Walmsley LLC
INCREASED
Shares4,879 from 4,354
Change+525 (+12%)
Value$1.8K (-$1.6M)
Filed 2026-11-05
Vested Financial Planning, LLC
INCREASED
Shares4,844 from 4,398
Change+446 (+10%)
Value$1.8M (+$185.4K)
Filed 2026-10-28
Tannin Capital LLC
DECREASED
Shares4,842 from 4,905
Change-63 (-1%)
Value$1.8M (-$3.2K)
Filed 2026-11-05
Paulson Wealth Management Inc.
DECREASED
Shares4,831 from 5,231
Change-400 (-8%)
Value$1.8M (-$127.7K)
Filed 2026-11-02
Alchemi Wealth, LLC
INCREASED
Shares4,821 from 4,522
Change+299 (+7%)
Value$1.8M (+$131.0K)
Filed 2026-11-04
BCK Partners, Inc.
INCREASED
Shares4,812 from 4,778
Change+34 (+1%)
Value$1.8M (+$32.8K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
INCREASED
Shares4,798 from 1,444
Change+3,354 (+232%)
Value$1.8M (+$1.3M)
Filed 2026-11-05
Wellington Grp LLC
DECREASED
Shares4,796 from 4,805
Change-9 (0%)
Value$1.8M (+$16.8K)
Filed 2026-11-06
IronBridge Private Wealth, LLC
INCREASED
Shares4,783 from 4,763
Change+20 (+0%)
Value$1.8M (+$27.7K)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares4,783 from 4,783
Change0 (0%)
Value$1.8M (+$20.1K)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
INCREASED
Shares4,764 from 4,700
Change+64 (+1%)
Value$1.8M (+$43.7K)
Filed 2026-10-06
Atlatl Advisers LLC
INCREASED
Shares4,760 from 756
Change+4,004 (+530%)
Value$1.8M (+$1.5M)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares4,756 from 6,730
Change-1,974 (-29%)
Value$1.8M (-$710.2K)
Filed 2026-10-19
Next Level Private LLC
DECREASED
Shares4,754 from 4,795
Change-41 (-1%)
Value$1.8M (+$4.7K)
Filed 2026-10-20
First Growth Capital LLC
UNCHANGED
Shares4,739 from 4,739
Change0 (0%)
Value$1.8M (+$19.9K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares4,737 from 5,043
Change-306 (-6%)
Value$1.8M (-$93.3K)
Filed 2026-10-23
SimpliFi, Inc.
DECREASED
Shares4,734 from 4,876
Change-142 (-3%)
Value$1.8M (-$32.8K)
Filed 2026-10-28
Seneca Financial Advisors LLC
UNCHANGED
Shares4,727 from 4,727
Change0 (0%)
Value$1.8M (+$19.9K)
Filed 2026-10-28
Wolfstich Capital, LLC
NEW
Shares4,710
Change+4,710
Value$1.8M
Filed 2026-10-14
First Nebraska Trust Co
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$1.8M (+$19.7K)
Filed 2026-10-30
Tarbox Family Office, Inc.
UNCHANGED
Shares4,687 from 4,687
Change0 (0%)
Value$1.8M (+$19.7K)
Filed 2026-10-23
Sherman Wealth Management LLC
INCREASED
Shares4,674 from 4,662
Change+12 (+0%)
Value$1.7M (+$24.0K)
Filed 2026-10-16
Archvest Wealth Advisors, Inc.
DECREASED
Shares4,673 from 4,701
Change-28 (-1%)
Value$1.7M (+$9.3K)
Filed 2026-10-29
Arsenal Capital Advisors LLC
INCREASED
Shares4,668 from 4,463
Change+205 (+5%)
Value$1.7M (+$95.5K)
Filed 2026-11-02
Altus Wealth Group LLC
INCREASED
Shares4,664 from 4,101
Change+563 (+14%)
Value$1.7M (+$228.0K)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares4,662 from 4,615
Change+47 (+1%)
Value$1.7M (+$37.0K)
Filed 2026-11-04
Shira Ridge Wealth Management
DECREASED
Shares4,659 from 4,817
Change-158 (-3%)
Value$1.7M (-$38.8K)
Filed 2026-10-09
Revisor Wealth Management LLC
DECREASED
Shares4,655 from 4,933
Change-278 (-6%)
Value$1.7M (-$84.1K)
Filed 2026-10-20
BigSur Wealth Management LLC
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$1.7M (+$19.5K)
Filed 2026-10-13
Fermata Advisors, LLC
DECREASED
Shares4,646 from 5,504
Change-858 (-16%)
Value$1.7M (-$298.2K)
Filed 2026-10-13
Flavin Financial Services, Inc.
INCREASED
Shares4,644 from 4,627
Change+17 (+0%)
Value$1.7M (+$25.8K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
INCREASED
Shares4,632 from 2,156
Change+2,476 (+115%)
Value$1.7M (+$935.7K)
Filed 2026-10-20
Lane Brothers & Co Inc
DECREASED
Shares4,629 from 5,034
Change-405 (-8%)
Value$1.7M (-$130.4K)
Filed 2026-11-02
Jeppson Wealth Management, LLC
INCREASED
Shares4,612 from 4,262
Change+350 (+8%)
Value$1.7M (+$148.9K)
Filed 2026-10-20
MAD River Investors
DECREASED
Shares4,600 from 6,800
Change-2,200 (-32%)
Value$1.7M (-$794.8K)
Filed 2026-10-27
Macroview Investment Management LLC
DECREASED
Shares4,588 from 4,591
Change-3 (0%)
Value$1.7M (+$18.0K)
Filed 2026-10-26
Global Wealth Strategies & Associates
INCREASED
Shares4,585 from 4,579
Change+6 (+0%)
Value$1.7M (+$21.6K)
Filed 2026-10-02
10Elms LLP
DECREASED
Shares4,584 from 4,604
Change-20 (0%)
Value$1.7M (+$12.1K)
Filed 2026-11-06
Albion Financial Group
DECREASED
Shares4,577 from 5,359
Change-782 (-15%)
Value$1.7M (-$270.1K)
Filed 2026-10-21
Pathway Financial Advisors LLC
DECREASED
Shares4,566 from 4,576
Change-10 (0%)
Value$1.7M (+$21.4K)
Filed 2026-10-07
Belleair Asset Management, LLC
INCREASED
Shares4,557 from 4,497
Change+60 (+1%)
Value$1.7M (+$41.4K)
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares4,551 from 4,397
Change+154 (+4%)
Value$1.7M (+$76.0K)
Filed 2026-11-03
Legacy Solutions, LLC
DECREASED
Shares4,542 from 4,572
Change-30 (-1%)
Value$1.7M (+$7.8K)
Filed 2026-10-07
Littlejohn Financial Services, Inc.
DECREASED
Shares4,534 from 4,693
Change-159 (-3%)
Value$1.7M (-$39.8K)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares4,522 from 4,579
Change-57 (-1%)
Value$1.7M (-$2.1K)
Filed 2026-11-02
Winthrop Capital Management, LLC
UNCHANGED
Shares4,520 from 4,520
Change0 (0%)
Value$1.7M (+$18.6K)
Filed 2026-11-05
Parkside Investments, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$1.7M (+$18.9K)
Filed 2026-10-20
GW Henssler & Associates LTD
INCREASED
Shares4,496 from 4,030
Change+466 (+12%)
Value$1.7M (+$191.5K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares4,494 from 4,170
Change+324 (+8%)
Value$1.7M (+$138.5K)
Filed 2026-10-27
Stordahl Capital Management, Inc.
DECREASED
Shares4,489 from 4,531
Change-42 (-1%)
Value$1.7M (+$3.3K)
Filed 2026-10-22
Benin Management Corp
INCREASED
Shares4,478 from 3,968
Change+510 (+13%)
Value$1.7M (+$207.5K)
Filed 2026-10-22
Financial Freedom, LLC
INCREASED
Shares4,477 from 4,470
Change+7 (+0%)
Value$1.7M (+$21.3K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED
Shares4,464 from 4,438
Change+26 (+1%)
Value$1.7M (+$28.7K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
INCREASED
Shares4,459 from 4,426
Change+33 (+1%)
Value$1.7M (+$31.1K)
Filed 2026-10-19
Armstrong Henry H Associates Inc
INCREASED
Shares4,457 from 4,449
Change+8 (+0%)
Value$1.7M (+$21.7K)
Filed 2026-10-07
MW Advisory, LLC
DECREASED
Shares4,446 from 4,648
Change-202 (-4%)
Value$1.7M (-$56.1K)
Filed 2026-10-19
Piedmont Capital Management, LLC
INCREASED
Shares4,446 from 4,383
Change+63 (+1%)
Value$1.7M (+$42.0K)
Filed 2026-10-21
Ridgeline Wealth, LLC
INCREASED
Shares4,444 from 4,367
Change+77 (+2%)
Value$1.7M (+$78.6K)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
INCREASED
Shares4,428 from 3,419
Change+1,009 (+30%)
Value$1.7M (+$392.1K)
Filed 2026-10-16
Chris Bulman Inc
INCREASED
Shares4,425 from 4,267
Change+158 (+4%)
Value$1.7M (+$77.0K)
Filed 2026-10-20
Holos Integrated Wealth LLC
DECREASED
Shares4,419 from 5,341
Change-922 (-17%)
Value$1.7M (-$314.6K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares4,418 from 4,212
Change+206 (+5%)
Value$1.7M (+$94.8K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares4,412
Change+4,412
Value$1.7M
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares4,381 from 4,188
Change+193 (+5%)
Value$1.6M (+$89.9K)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
INCREASED
Shares4,371 from 4,263
Change+108 (+3%)
Value$1.6M (+$58.6K)
Filed 2026-11-02
Davidson Kahn Capital Management, LLC
INCREASED
Shares4,365 from 4,019
Change+346 (+9%)
Value$1.6M (+$146.4K)
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED
Shares4,354 from 4,566
Change-212 (-5%)
Value$1.6M (-$60.2K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares4,347 from 4,338
Change+9 (+0%)
Value$1.6M (+$21.6K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$1.6M (+$18.2K)
Filed 2026-11-05
Curated Wealth Partners LLC
INCREASED
Shares4,320 from 4,318
Change+2 (+0%)
Value$1.6M (+$18.9K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,319 from 5,907
Change-1,588 (-27%)
Value$1.6M (-$569.3K)
Filed 2026-10-08
Brick & Kyle, Associates
DECREASED
Shares4,318 from 4,378
Change-60 (-1%)
Value$1.6M (+$211.5K)
Filed 2026-11-05
Citrine Capital LLC
INCREASED
Shares4,309 from 3,603
Change+706 (+20%)
Value$1.6M (+$279.3K)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares4,302 from 4,219
Change+83 (+2%)
Value$1.6M (+$48.7K)
Filed 2026-10-14
Sage Capital Advisors,llc
INCREASED
Shares4,290 from 4,241
Change+49 (+1%)
Value$1.6M (+$36.5K)
Filed 2026-10-13
Carmel Capital Partners, LLC
DECREASED
Shares4,283 from 4,313
Change-30 (-1%)
Value$1.6M (+$6.9K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares4,278 from 4,250
Change+28 (+1%)
Value$1.6M (+$28.3K)
Filed 2026-10-15
HRC Wealth Management, LLC
INCREASED
Shares4,277 from 3,591
Change+686 (+19%)
Value$1.6M (+$271.9K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares4,277 from 4,277
Change0 (0%)
Value$1.6M (+$18.0K)
Filed 2026-10-07
Summit Financial Strategies, Inc.
DECREASED
Shares4,261 from 4,368
Change-107 (-2%)
Value$1.6M (-$21.7K)
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares4,252 from 4,569
Change-317 (-7%)
Value$1.6M (-$99.4K)
Filed 2026-10-30
Churchill Financial Advisors, LLC
DECREASED
Shares4,247 from 4,315
Change-68 (-2%)
Value$1.6M (-$7.3K)
Filed 2026-10-20
Cogent Strategic Wealth LLC
DECREASED
Shares4,229 from 4,308
Change-79 (-2%)
Value$1.6M (-$11.5K)
Filed 2026-10-22
Legacy Trust
INCREASED
Shares4,186 from 2,761
Change+1,425 (+52%)
Value$1.6M (+$533.7K)
Filed 2026-11-06
Mattern Capital Management, LLC
UNCHANGED
Shares4,179 from 4,179
Change0 (0%)
Value$1.6M (+$17.6K)
Filed 2026-11-02
Brown Wealth Management, LLC
DECREASED
Shares4,171 from 4,179
Change-8 (0%)
Value$1.6M (+$14.6K)
Filed 2026-10-20
CSP Financial Group, LLC
DECREASED
Shares4,162 from 4,183
Change-21 (0%)
Value$1.6M (+$9.9K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
INCREASED
Shares4,156 from 4,113
Change+43 (+1%)
Value$1.6M (+$33.4K)
Filed 2026-10-21
Searcy Financial Services Inc
UNCHANGED
Shares4,153 from 4,153
Change0 (0%)
Value$1.6M (+$17.4K)
Filed 2026-10-07
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,145 from 4,137
Change+8 (+0%)
Value$1.6M (+$20.8K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares4,140 from 3,822
Change+318 (+8%)
Value$1.5M (+$135.1K)
Filed 2026-10-19
Cidel Asset Management Inc
DECREASED
Shares4,135 from 4,350
Change-215 (-5%)
Value$1.5M (-$62.2K)
Filed 2026-10-29
Allen Capital Group, LLC
DECREASED
Shares4,126 from 4,186
Change-60 (-1%)
Value$1.5M (-$4.9K)
Filed 2026-10-27
JB Capital LLC
DECREASED
Shares4,121 from 4,188
Change-67 (-2%)
Value$1.5M (-$7.3K)
Filed 2026-10-19
Iowa State Bank
DECREASED
Shares4,115 from 4,145
Change-30 (-1%)
Value$1.5M (+$6.2K)
Filed 2026-10-06
Neumann Capital Management, LLC
INCREASED
Shares4,107 from 3,938
Change+169 (+4%)
Value$1.5M (+$79.7K)
Filed 2026-10-15
Unison Advisors LLC
INCREASED
Shares4,107 from 4,052
Change+55 (+1%)
Value$1.5M (+$37.7K)
Filed 2026-10-29
Sunrise Financial Services, LLC
DECREASED
Shares4,100 from 4,446
Change-346 (-8%)
Value$1.5M (-$110.8K)
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares4,098 from 4,116
Change-18 (0%)
Value$1.5M (+$10.4K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares4,091 from 4,028
Change+63 (+2%)
Value$1.5M (+$40.5K)
Filed 2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED
Shares4,088 from 4,119
Change-31 (-1%)
Value$1.5M (+$5.7K)
Filed 2026-10-13
Focused Wealth Management, Inc
DECREASED
Shares4,087 from 4,314
Change-227 (-5%)
Value$1.5M (-$66.9K)
Filed 2026-10-30
Third View Private Wealth, LLC
INCREASED
Shares4,083 from 3,502
Change+581 (+17%)
Value$1.5M (+$232.0K)
Filed 2026-10-30
Sunburst Financial Group, LLC
DECREASED
Shares4,070 from 4,258
Change-188 (-4%)
Value$1.5M (-$52.7K)
Filed 2026-10-09
Heritage Investment Group, Inc.
UNCHANGED
Shares4,068 from 4,068
Change0 (0%)
Value$1.5M (+$17.1K)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
DECREASED
Shares4,066 from 5,582
Change-1,516 (-27%)
Value$1.5M (-$543.7K)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares4,054 from 4,145
Change-91 (-2%)
Value$1.5M (-$16.6K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares4,052 from 2,582
Change+1,470 (+57%)
Value$1.5M (+$551.0K)
Filed 2026-10-26
Hopwood Financial Services, Inc.
DECREASED
Shares4,052 from 4,537
Change-485 (-11%)
Value$1.5M (-$162.5K)
Filed 2026-10-29
Davidson Investment Advisors
UNCHANGED
Shares4,052 from 4,052
Change0 (0%)
Value$1.5M (+$17.0K)
Filed 2026-10-20
MFG Investments, LLC
NEW
Shares4,035
Change+4,035
Value$1.5M
Filed 2026-10-30
Capital Management Associates, Inc
DECREASED
Shares4,032 from 4,052
Change-20 (0%)
Value$1.5M (+$9.6K)
Filed 2026-10-20
Keystone Wealth Services, LLC
INCREASED
Shares4,022 from 4,006
Change+16 (+0%)
Value$1.5M (+$27.0K)
Filed 2026-11-03
Sage Investment Counsel LLC
INCREASED
Shares4,020 from 3,706
Change+314 (+8%)
Value$1.5M (+$133.0K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,018 from 4,450
Change-432 (-10%)
Value$1.5M (-$143.0K)
Filed 2026-10-27
IAG Wealth Partners, LLC
INCREASED
Shares4,015 from 3,968
Change+47 (+1%)
Value$1.5M (+$34.3K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares4,008 from 4,276
Change-268 (-6%)
Value$1.5M (-$82.4K)
Filed 2026-10-15
Mosley Wealth Management
DECREASED
Shares4,008 from 4,234
Change-226 (-5%)
Value$1.5M (-$49.9K)
Filed 2026-10-16
Hengehold Capital Management LLC
DECREASED
Shares4,004 from 4,173
Change-169 (-4%)
Value$1.5M (-$45.7K)
Filed 2026-10-16
Fischer Financial Services, Inc.
DECREASED
Shares4,000 from 4,025
Change-25 (-1%)
Value$1.5M (+$7.5K)
Filed 2026-10-30
Cadinha & Co LLC
DECREASED
Shares3,987 from 4,002
Change-15 (0%)
Value$1.5M (+$11.2K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,978 from 2,658
Change+1,320 (+50%)
Value$1.5M (+$532.2K)
Filed 2026-10-20
Berkeley, Inc
DECREASED
Shares3,962 from 4,373
Change-411 (-9%)
Value$1.5M (-$135.4K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares3,959 from 3,223
Change+736 (+23%)
Value$1.5M (+$289.1K)
Filed 2026-11-05
Cornerstone Advisory, LLC
DECREASED
Shares3,955 from 3,991
Change-36 (-1%)
Value$1.5M (+$3.2K)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
INCREASED
Shares3,952 from 3,815
Change+137 (+4%)
Value$1.5M (+$67.8K)
Filed 2026-10-15
Quantum Financial Partners LLC
INCREASED
Shares3,946 from 3,246
Change+700 (+22%)
Value$1.5M (+$275.5K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares3,934 from 2,020
Change+1,914 (+95%)
Value$1.5M (+$724.8K)
Filed 2026-10-13
Eley Financial Management, Inc
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$1.5M (+$16.5K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$1.5M (+$16.4K)
Filed 2026-10-13
Darden Wealth Group Inc
DECREASED
Shares3,896 from 3,942
Change-46 (-1%)
Value$1.5M (-$285)
Filed 2026-11-06
F&V Capital Management, LLC
INCREASED
Shares3,885 from 3,873
Change+12 (+0%)
Value$1.5K (-$1.4M)
Filed 2026-10-19
Burney Co/
INCREASED
Shares3,878 from 3,830
Change+48 (+1%)
Value$1.5M (+$34.0K)
Filed 2026-10-15
Your Advocates Ltd., LLP
INCREASED
Shares3,854 from 3,847
Change+7 (+0%)
Value$1.4M (+$19.0K)
Filed 2026-11-03
Aletheian Wealth Advisors LLC
DECREASED
Shares3,840 from 3,950
Change-110 (-3%)
Value$1.4M (-$24.6K)
Filed 2026-10-08
Stockman Wealth Management, Inc.
INCREASED
Shares3,837 from 3,798
Change+39 (+1%)
Value$1.4M (+$30.4K)
Filed 2026-10-27
Columbus Macro, LLC
DECREASED
Shares3,826 from 3,941
Change-115 (-3%)
Value$1.4M (-$26.7K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
INCREASED
Shares3,825 from 2,997
Change+828 (+28%)
Value$1.4M (+$322.5K)
Filed 2026-10-07
Hardworking Capital Advisors, LLC
INCREASED
Shares3,812 from 3,504
Change+308 (+9%)
Value$1.4M (+$130.0K)
Filed 2026-10-20
Uncommon Cents Investing Inc
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$1.4M (+$15.9K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares3,785 from 3,758
Change+27 (+1%)
Value$1.4M (+$25.6K)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares3,779 from 3,819
Change-40 (-1%)
Value$1.4K (-$1.4M)
Filed 2026-10-30
North Forty Two & Co.
DECREASED
Shares3,775 from 3,789
Change-14 (0%)
Value$1.4M (+$10.7K)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares3,770 from 4,611
Change-841 (-18%)
Value$1.4M (-$295.5K)
Filed 2026-10-28
Twelve Points Wealth Management LLC
DECREASED
Shares3,770 from 3,803
Change-33 (-1%)
Value$1.4M (-$6.4K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED
Shares3,764 from 4,197
Change-433 (-10%)
Value$1.4M (-$144.3K)
Filed 2026-10-15
Lutz Financial Services LLC
INCREASED
Shares3,758 from 3,537
Change+221 (+6%)
Value$1.4M (+$97.9K)
Filed 2026-11-06
First American Bank
INCREASED
Shares3,757 from 2,181
Change+1,576 (+72%)
Value$1.4M (+$599.0K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED
Shares3,748 from 3,774
Change-26 (-1%)
Value$1.4M (+$5.9K)
Filed 2026-11-02
Sage Investment Advisers LLC
INCREASED
Shares3,731 from 3,249
Change+482 (+15%)
Value$1.4M (+$194.2K)
Filed 2026-10-21
Pacific Asset Management, LLC
INCREASED
Shares3,726 from 3,716
Change+10 (+0%)
Value$1.4M (+$19.1K)
Filed 2026-10-15
Arnold Financial Planning LLC
DECREASED
Shares3,716 from 3,840
Change-124 (-3%)
Value$1.4M (-$30.3K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares3,712 from 2,141
Change+1,571 (+73%)
Value$1.4M (+$597.0K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
INCREASED
Shares3,711 from 3,339
Change+372 (+11%)
Value$1.4M (+$153.2K)
Filed 2026-10-29
William Mack & Associates, Inc.
DECREASED
Shares3,696 from 3,804
Change-108 (-3%)
Value$1.4M (-$24.6K)
Filed 2026-10-27
Meredith Wealth Planning
DECREASED
Shares3,681 from 8,503
Change-4,822 (-57%)
Value$1.4M (-$1.8M)
Filed 2026-10-14
Farrell Financial LLC
DECREASED
Shares3,676 from 3,704
Change-28 (-1%)
Value$1.4M (+$5.3K)
Filed 2026-10-16
Fortune 45 LLC
INCREASED
Shares3,674 from 3,663
Change+11 (+0%)
Value$1.4M (+$18.9K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
INCREASED
Shares3,666 from 3,574
Change+92 (+3%)
Value$1.4M (+$49.4K)
Filed 2026-10-16
Heffernan Advisory, Inc
DECREASED
Shares3,659 from 3,670
Change-11 (0%)
Value$1.4M (+$11.3K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares3,655 from 6,699
Change-3,044 (-45%)
Value$1.4M (-$1.1M)
Filed 2026-10-30
Net Worth Advisory Group
INCREASED
Shares3,636 from 2,586
Change+1,050 (+41%)
Value$1.4M (+$407.1K)
Filed 2026-10-20
Capstone Wealth Management, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$1.4M (+$15.2K)
Filed 2026-11-02
Greenwood Capital Associates LLC
INCREASED
Shares3,611 from 2,818
Change+793 (+28%)
Value$1.4M (+$308.6K)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares3,608 from 3,608
Change0 (0%)
Value$1.3M (+$5.5K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
DECREASED
Shares3,604 from 4,054
Change-450 (-11%)
Value$1.3M (-$150.8K)
Filed 2026-10-27
Eagle Strategies LLC
DECREASED
Shares3,603 from 3,702
Change-99 (-3%)
Value$1.3M (-$21.3K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED
Shares3,601 from 2,161
Change+1,440 (+67%)
Value$1.3M (+$548.0K)
Filed 2026-10-21
Advantage Trust Co
DECREASED
Shares3,600 from 3,749
Change-149 (-4%)
Value$1.3M (-$40.0K)
Filed 2026-10-19
TKG Advisors, LLC
DECREASED
Shares3,600 from 3,664
Change-64 (-2%)
Value$1.3M (-$8.5K)
Filed 2026-11-02
Radnor Capital Management, LLC
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$1.3M (+$15.0K)
Filed 2026-10-23
Stage Harbor Financial, LLC
UNCHANGED
Shares3,576 from 3,576
Change0 (0%)
Value$1.3M (+$15.0K)
Filed 2026-11-03
Aspire Private Capital, LLC
DECREASED
Shares3,568 from 3,715
Change-147 (-4%)
Value$1.3M (-$39.3K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
DECREASED
Shares3,563 from 3,917
Change-354 (-9%)
Value$1.3M (-$115.8K)
Filed 2026-11-03
Ridgewood Investments LLC
DECREASED
Shares3,563 from 3,802
Change-239 (-6%)
Value$1.3M (-$73.5K)
Filed 2026-10-05
Aire Advisors, LLC
INCREASED
Shares3,557 from 3,524
Change+33 (+1%)
Value$1.3M (+$27.0K)
Filed 2026-10-22
Ridgeline Wealth Planning, LLC
DECREASED
Shares3,554 from 3,877
Change-323 (-8%)
Value$1.3M (-$104.8K)
Filed 2026-10-29
Griffith & Werner, Inc.
NEW
Shares3,549
Change+3,549
Value$1.3M
Filed 2026-11-04
Flower City Capital
DECREASED
Shares3,538 from 3,759
Change-221 (-6%)
Value$1.3M (-$67.0K)
Filed 2026-10-15
Keystone Financial Group, Inc.
DECREASED
Shares3,538 from 3,569
Change-31 (-1%)
Value$1.3M (+$3.6K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares3,537 from 992
Change+2,545 (+257%)
Value$1.3M (+$956.8K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares3,535 from 3,535
Change0 (0%)
Value$1.3M (+$14.8K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares3,527 from 4,389
Change-862 (-20%)
Value$1.3M (-$304.4K)
Filed 2026-10-16
Robinswood Financial LLC
DECREASED
Shares3,526 from 4,308
Change-782 (-18%)
Value$1.3M (-$270.3K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares3,520 from 7,090
Change-3,570 (-50%)
Value$1.3M (-$1.3M)
Filed 2026-10-15
Midwest Financial Group LLC
INCREASED
Shares3,515 from 3,356
Change+159 (+5%)
Value$1.3M (+$73.7K)
Filed 2026-10-15
Smithbridge Asset Management Inc
INCREASED
Shares3,502 from 3,500
Change+2 (+0%)
Value$1.3M (+$15.5K)
Filed 2026-10-19
Cora Capital Advisors LLC
INCREASED
Shares3,501 from 3,500
Change+1 (+0%)
Value$1.3M (+$15.1K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares3,476 from 4,074
Change-598 (-15%)
Value$1.3M (-$206.7K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares3,470 from 3,438
Change+32 (+1%)
Value$1.3M (+$54.9K)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares3,470 from 3,475
Change-5 (0%)
Value$1.3M (+$15.5K)
Filed 2026-10-29
KW Wealth Management LLC
NEW
Shares3,448
Change+3,448
Value$1.3M
Filed 2026-10-28
Alpha Wealth Funds, LLC
DECREASED
Shares3,438 from 3,536
Change-98 (-3%)
Value$626.3K (-$10.8K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares3,429 from 3,421
Change+8 (+0%)
Value$1.3M (+$17.7K)
Filed 2026-10-23
Sherry Group, Inc.
DECREASED
Shares3,418 from 3,481
Change-63 (-2%)
Value$1.3M (+$1.2K)
Filed 2026-10-09
Old Mission Investment Co LLC
DECREASED
Shares3,401 from 3,405
Change-4 (0%)
Value$1.3M (+$12.8K)
Filed 2026-10-22
Vavra Capital Management, LLC
DECREASED
Shares3,396 from 3,438
Change-42 (-1%)
Value$1.3M (-$1.3K)
Filed 2026-10-14
tru Independence LLC
DECREASED
Shares3,396 from 3,426
Change-30 (-1%)
Value$1.3M (+$3.2K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
INCREASED
Shares3,387 from 3,081
Change+306 (+10%)
Value$1.3M (+$127.5K)
Filed 2026-11-05
Thayer Partners, LLC / MA
INCREASED
Shares3,379 from 1,059
Change+2,320 (+219%)
Value$1.3M (+$872.5K)
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,370 from 3,394
Change-24 (-1%)
Value$1.3M (+$5.4K)
Filed 2026-10-16
Vision Capital Management, Inc.
UNCHANGED
Shares3,368 from 3,368
Change0 (0%)
Value$1.3M (+$14.1K)
Filed 2026-10-20
Warner Financial, Inc
DECREASED
Shares3,351 from 3,387
Change-36 (-1%)
Value$1.3M (+$687)
Filed 2026-11-06
Defined Wealth Management, LLC
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares3,327 from 3,327
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-10-19
IMPACTfolio, LLC
UNCHANGED
Shares3,325 from 3,325
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares3,300 from 2,598
Change+702 (+27%)
Value$1.2M (+$273.8K)
Filed 2026-10-26
Ryan Investment Management, Inc.
INCREASED
Shares3,291 from 2,750
Change+541 (+20%)
Value$1.2M (+$214.0K)
Filed 2026-10-20
Englebert Financial Advisers, LLC
NEW
Shares3,280
Change+3,280
Value$1.2M
Filed 2026-10-20
BankPlus Wealth Management LLC
DECREASED
Shares3,276 from 3,445
Change-169 (-5%)
Value$1.2M (-$48.8K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares3,276 from 3,270
Change+6 (+0%)
Value$1.2M (+$15.9K)
Filed 2026-10-14
EPG Wealth Management LLC
DECREASED
Shares3,268 from 3,566
Change-298 (-8%)
Value$1.2M (-$96.8K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares3,262
Change+3,262
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,262 from 3,254
Change+8 (+0%)
Value$1.2M (+$16.6K)
Filed 2026-10-14
Elevation Wealth Management LLC
UNCHANGED
Shares3,246 from 3,246
Change0 (0%)
Value$1.2M (+$13.6K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares3,237 from 3,143
Change+94 (+3%)
Value$1.2M (+$48.3K)
Filed 2026-10-19
Patten & Patten Inc
INCREASED
Shares3,211 from 3,210
Change+1 (+0%)
Value$1.2M (+$13.9K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$1.2M (+$13.5K)
Filed 2026-10-14
Loudon Investment Management, LLC
UNCHANGED
Shares3,208 from 3,208
Change0 (0%)
Value$1.2M (+$13.5K)
Filed 2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares3,199 from 2,454
Change+745 (+30%)
Value$1.2M (+$289.2K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares3,198 from 6,101
Change-2,903 (-48%)
Value$1.2M (-$1.1M)
Filed 2026-10-30
Elevated Financial Group LLC
DECREASED
Shares3,198 from 3,718
Change-520 (-14%)
Value$1.2M (-$179.0K)
Filed 2026-10-16
Towerpoint Wealth, LLC
INCREASED
Shares3,190 from 2,773
Change+417 (+15%)
Value$1.2M (+$167.8K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
UNCHANGED
Shares3,183 from 3,183
Change0 (0%)
Value$1.2M (+$13.4K)
Filed 2026-10-19
PCG Asset Management, LLC
NEW
Shares3,178
Change+3,178
Value$1.2M
Filed 2026-11-05
Legacies Wealth LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$1.2M (+$13.3K)
Filed 2026-11-02
Riversedge Advisors, LLC
INCREASED
Shares3,168 from 3,167
Change+1 (+0%)
Value$1.2M (+$13.9K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares3,160 from 2,716
Change+444 (+16%)
Value$1.2M (+$177.3K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED
Shares3,160 from 3,071
Change+89 (+3%)
Value$1.2M (+$45.5K)
Filed 2026-10-30
Guardian Financial Partners, LLC
INCREASED
Shares3,156 from 3,153
Change+3 (+0%)
Value$1.2M (+$14.3K)
Filed 2026-11-04
Waycross Investment Management Co
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$1.2M (+$13.2K)
Filed 2026-10-14
Winebrenner Capital Management LLC
INCREASED
Shares3,130 from 2,712
Change+418 (+15%)
Value$1.2M (+$167.8K)
Filed 2026-10-07
Tandem Capital Management Corp
DECREASED
Shares3,129 from 3,166
Change-37 (-1%)
Value$1.2M (-$550)
Filed 2026-10-22
Sawyer & Company, Inc
INCREASED
Shares3,122 from 2,645
Change+477 (+18%)
Value$1.2M (+$189.5K)
Filed 2026-10-21
Bennett Selby Investments LP
UNCHANGED
Shares3,122 from 3,122
Change0 (0%)
Value$1.2M (+$13.1K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares3,120
Change+3,120
Value$1.2M
Filed 2026-10-26
Kingsman Wealth Management, Inc.
DECREASED
Shares3,117 from 3,127
Change-10 (0%)
Value$1.2M (+$9.3K)
Filed 2026-10-13
Lawood & Co
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$1.2M (+$13.1K)
Filed 2026-10-09
Northbridge Financial Group, LLC
DECREASED
Shares3,110 from 3,254
Change-144 (-4%)
Value$1.2M (-$14.6K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares3,105 from 3,230
Change-125 (-4%)
Value$1.2M (-$33.2K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$1.2M (+$13.0K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
INCREASED
Shares3,080 from 2,771
Change+309 (+11%)
Value$1.2M (+$127.3K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,074 from 3,071
Change+3 (+0%)
Value$1.2M (+$13.7K)
Filed 2026-10-20
Armor Investment Advisors, LLC
DECREASED
Shares3,073 from 3,086
Change-13 (0%)
Value$1.1M (+$8.1K)
Filed 2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares3,062 from 2,974
Change+88 (+3%)
Value$1.1M (+$45.4K)
Filed 2026-10-29
LEE Danner & Bass Inc
DECREASED
Shares3,060 from 3,113
Change-53 (-2%)
Value$1.1M (-$6.8K)
Filed 2026-10-27
Corda Investment Management, Llc.
INCREASED
Shares3,049 from 3,039
Change+10 (+0%)
Value$1.1M (+$16.4K)
Filed 2026-10-22
Financial Perspectives, Inc
DECREASED
Shares3,044 from 3,045
Change-1 (0%)
Value$1.1M (+$12.4K)
Filed 2026-11-03
San Luis Wealth Advisors LLC
DECREASED
Shares3,036 from 3,073
Change-37 (-1%)
Value$1.1M (-$874)
Filed 2026-10-27
Matrix Asset Advisors Inc
DECREASED
Shares3,023 from 3,076
Change-53 (-2%)
Value$1.1M (-$6.9K)
Filed 2026-10-13
Sweeney & Michel, LLC
DECREASED
Shares2,992 from 3,607
Change-615 (-17%)
Value$1.1M (-$257.3K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
DECREASED
Shares2,988 from 3,088
Change-100 (-3%)
Value$1.1M (-$24.5K)
Filed 2026-10-15
Financial Discovery Group Inc
INCREASED
Shares2,982 from 2,222
Change+760 (+34%)
Value$1.1M (+$293.7K)
Filed 2026-11-03
SeedSafe Financial LLC
INCREASED
Shares2,981 from 2,820
Change+161 (+6%)
Value$1.1M (+$72.1K)
Filed 2026-11-02
Clearstead Trust, LLC
INCREASED
Shares2,977 from 1,344
Change+1,633 (+122%)
Value$1.1M (+$616.8K)
Filed 2026-11-06
Inspirion Wealth Advisors, LLC
DECREASED
Shares2,977 from 2,978
Change-1 (0%)
Value$1.1M (+$14.5K)
Filed 2026-10-09
Poinciana Advisors Group, LLC
DECREASED
Shares2,976 from 3,174
Change-198 (-6%)
Value$1.1M (-$60.8K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
DECREASED
Shares2,969 from 4,364
Change-1,395 (-32%)
Value$1.1M (-$509.3K)
Filed 2026-11-05
Boltwood Capital Management
DECREASED
Shares2,958 from 2,988
Change-30 (-1%)
Value$1.1M (+$1.3K)
Filed 2026-10-02
SFG Wealth Management, Llc.
DECREASED
Shares2,957 from 3,006
Change-49 (-2%)
Value$1.1M (-$5.5K)
Filed 2026-10-23
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares2,951 from 3,962
Change-1,011 (-26%)
Value$1.1K (-$350)
Filed 2026-10-01
Klaas Financial Asset Advisors, LLC
INCREASED
Shares2,950 from 1,986
Change+964 (+49%)
Value$1.1M (+$369.1K)
Filed 2026-10-19
Channel Wealth LLC
INCREASED
Shares2,923 from 2,848
Change+75 (+3%)
Value$1.1M (+$40.0K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
DECREASED
Shares2,908 from 2,912
Change-4 (0%)
Value$1.1M (+$10.7K)
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
INCREASED
Shares2,901 from 2,878
Change+23 (+1%)
Value$1.1M (+$20.6K)
Filed 2026-11-02
Titiun Yejiel
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$1.1M (+$12.2K)
Filed 2026-11-06
Todd Wealth Management, LLC
INCREASED
Shares2,898 from 2,722
Change+176 (+6%)
Value$1.1M (+$77.3K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares2,889 from 2,011
Change+878 (+44%)
Value$1.1M (+$337.0K)
Filed 2026-10-29
Physician Wealth Solutions Inc.
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$1.1M (+$12.1K)
Filed 2026-10-14
LVW Advisors, LLC
DECREASED
Shares2,885 from 3,372
Change-487 (-14%)
Value$1.1M (-$168.1K)
Filed 2026-10-19
Fortitude Family Office, LLC
DECREASED
Shares2,885 from 2,906
Change-21 (-1%)
Value$1.1M (+$4.2K)
Filed 2026-10-14
Lyell Wealth Management, LP
INCREASED
Shares2,880 from 1,652
Change+1,228 (+74%)
Value$1.1M (+$466.4K)
Filed 2026-10-30
Encompass More Asset Management
INCREASED
Shares2,872 from 2,817
Change+55 (+2%)
Value$1.1M (+$32.1K)
Filed 2026-10-16
West Wealth Group, LLC
DECREASED
Shares2,872 from 2,893
Change-21 (-1%)
Value$1.1M (+$4.1K)
Filed 2026-10-14
Hudson Capital Management LLC
INCREASED
Shares2,870 from 2,868
Change+2 (+0%)
Value$1.1M (+$12.8K)
Filed 2026-10-20
Ibex Wealth Advisors
INCREASED
Shares2,863 from 2,855
Change+8 (+0%)
Value$1.1M (+$15.0K)
Filed 2026-11-06
Curbstone Financial Management Corp
INCREASED
Shares2,860 from 2,840
Change+20 (+1%)
Value$1.1M (+$19.4K)
Filed 2026-10-21
Cross Staff Investments Inc
DECREASED
Shares2,854 from 3,228
Change-374 (-12%)
Value$1.1M (-$126.2K)
Filed 2026-10-22
New England Professional Planning Group Inc.
INCREASED
Shares2,854 from 2,804
Change+50 (+2%)
Value$1.1M (+$30.5K)
Filed 2026-10-29
Elm3 Financial Group, LLC
DECREASED
Shares2,850 from 2,853
Change-3 (0%)
Value$1.1M (+$10.9K)
Filed 2026-10-07
Tilia Fiduciary Partners, Inc.
INCREASED
Shares2,847 from 2,819
Change+28 (+1%)
Value$1.1M (+$22.3K)
Filed 2026-10-09
Yankcom Partnership
UNCHANGED
Shares2,843 from 2,843
Change0 (0%)
Value$1.1M (+$11.9K)
Filed 2026-10-15
Charles Schwab Trust Co
DECREASED
Shares2,838 from 3,037
Change-199 (-7%)
Value$1.1M (-$61.8K)
Filed 2026-10-15
Power Wealth Management LLC
INCREASED
Shares2,838 from 2,837
Change+1 (+0%)
Value$1.1M (+$12.3K)
Filed 2026-10-27
Gainline Financial Partners, LLC
UNCHANGED
Shares2,837 from 2,837
Change0 (0%)
Value$1.1M (+$11.9K)
Filed 2026-10-15
Richard P Slaughter Associates Inc
DECREASED
Shares2,828 from 2,967
Change-139 (-5%)
Value$1.1M (-$39.6K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,816 from 3,026
Change-210 (-7%)
Value$1.1M (-$66.1K)
Filed 2026-10-19
NewCorp Financial Services, Inc.
DECREASED
Shares2,815 from 2,859
Change-44 (-2%)
Value$1.1M (-$4.4K)
Filed 2026-10-14
Portfolio Strategies, Inc.
INCREASED
Shares2,809 from 1,158
Change+1,651 (+143%)
Value$1.1M (+$620.4K)
Filed 2026-11-06
Evolution Wealth Management Inc.
INCREASED
Shares2,807 from 1,579
Change+1,228 (+78%)
Value$1.1M (+$466.2K)
Filed 2026-10-28
Prosperity Planning, Inc.
DECREASED
Shares2,797 from 3,126
Change-329 (-11%)
Value$1.0M (-$109.7K)
Filed 2026-10-09
Carson Advisory Inc.
INCREASED
Shares2,787 from 2,765
Change+22 (+1%)
Value$1.0M (+$19.9K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares2,784
Change+2,784
Value$1.0M
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares2,782 from 2,798
Change-16 (-1%)
Value$1.0M (+$5.8K)
Filed 2026-10-23
Pioneer Wealth Management Group
DECREASED
Shares2,779 from 2,801
Change-22 (-1%)
Value$1.0M (+$3.4K)
Filed 2026-10-09
Emerald Advisors, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$1.0M (+$11.6K)
Filed 2026-10-13
Capital Advantage, Inc.
DECREASED
Shares2,762 from 2,927
Change-165 (-6%)
Value$1.0M (-$49.5K)
Filed 2026-10-14
DWM Financial Group, Inc.
DECREASED
Shares2,756 from 2,817
Change-61 (-2%)
Value$1.0M (+$86.9K)
Filed 2026-10-28
Great Hill Capital LLC
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$1.0M (+$11.6K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
DECREASED
Shares2,748 from 2,750
Change-2 (0%)
Value$1.0M (+$11.1K)
Filed 2026-10-07
Nilsine Partners, LLC
DECREASED
Shares2,747 from 3,193
Change-446 (-14%)
Value$1.0M (-$153.3K)
Filed 2026-11-02
Agate Pass Investment Management, LLC
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$1.0M (+$11.4K)
Filed 2026-10-20
Junk Investment Group, LLC
INCREASED
Shares2,719 from 2,618
Change+101 (+4%)
Value$1.0M (+$49.0K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares2,717 from 2,714
Change+3 (+0%)
Value$1.0M (+$12.5K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares2,711 from 2,697
Change+14 (+1%)
Value$1.0M (+$16.3K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$1.0M (+$11.4K)
Filed 2026-10-07
MTM Investment Management, LLC
DECREASED
Shares2,703 from 2,705
Change-2 (0%)
Value$1.0M (+$10.6K)
Filed 2026-10-30
BXM Wealth LLC
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$1.0M (+$11.3K)
Filed 2026-11-03
Wealth Advisors Northwest LLC
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$1.0M (+$11.3K)
Filed 2026-10-29
Independent Wealth Network Inc.
INCREASED
Shares2,686 from 2,555
Change+131 (+5%)
Value$1.0M (+$59.9K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares2,685 from 2,766
Change-81 (-3%)
Value$1.0M (-$18.5K)
Filed 2026-10-20
Evergreen Advisors, LLC
INCREASED
Shares2,677 from 2,670
Change+7 (+0%)
Value$1.0M (+$13.7K)
Filed 2026-10-28
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares2,673 from 2,667
Change+6 (+0%)
Value$1.0M (+$13.5K)
Filed 2026-10-16
Sicart Associates LLC
NEW
Shares2,670
Change+2,670
Value$998.8K
Filed 2026-10-29
Meridian Financial Partners LLC
DECREASED
Shares2,669 from 3,498
Change-829 (-24%)
Value$1.0M (-$292.7K)
Filed 2026-10-23
Parkshore Wealth Management, Inc.
INCREASED
Shares2,659 from 2,326
Change+333 (+14%)
Value$995.3K (+$134.5K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares2,651 from 2,718
Change-67 (-2%)
Value$992.1K (-$13.8K)
Filed 2026-10-14
Carnegie Lake Advisors LLC
INCREASED
Shares2,648 from 2,646
Change+2 (+0%)
Value$990.8K (+$11.8K)
Filed 2026-11-06
JSF Financial, LLC
INCREASED
Shares2,647 from 1,588
Change+1,059 (+67%)
Value$990.5K (+$402.8K)
Filed 2026-10-22
Mueller Wealth, LLC
DECREASED
Shares2,646 from 2,697
Change-51 (-2%)
Value$990.2K (-$8.0K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
DECREASED
Shares2,642 from 2,664
Change-22 (-1%)
Value$988.6K (+$2.7K)
Filed 2026-11-05
Legacy Financial Group, Inc.
INCREASED
Shares2,634 from 2,567
Change+67 (+3%)
Value$985.7K (+$35.9K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,626 from 2,711
Change-85 (-3%)
Value$982.3K (-$20.9K)
Filed 2026-10-22
NorthAvenue LLC
INCREASED
Shares2,621 from 2,445
Change+176 (+7%)
Value$981.0K (+$76.1K)
Filed 2026-10-29
Polaris Investment Advisors, LLC
DECREASED
Shares2,610 from 2,688
Change-78 (-3%)
Value$976.8K (-$17.9K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares2,607 from 4,287
Change-1,680 (-39%)
Value$975.8K (-$610.6K)
Filed 2026-10-14
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$991.8K (+$32.7K)
Filed 2026-10-21
Investment Planning Advisors, Inc.
DECREASED
Shares2,599 from 2,607
Change-8 (0%)
Value$972.5K (+$8.0K)
Filed 2026-10-14
Marietta Wealth Management, LLC
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$977.6K (+$17.7K)
Filed 2026-10-22
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares2,591 from 2,611
Change-20 (-1%)
Value$969.7K (+$3.5K)
Filed 2026-10-16
Triune Financial Partners, LLC
INCREASED
Shares2,586 from 2,580
Change+6 (+0%)
Value$968.0K (+$13.3K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$961.0K (+$10.8K)
Filed 2026-11-06
Austin Asset Management Co Inc
INCREASED
Shares2,567 from 2,312
Change+255 (+11%)
Value$960.8K (+$105.2K)
Filed 2026-10-29
Colonial River Investments, LLC
INCREASED
Shares2,561 from 2,453
Change+108 (+4%)
Value$958.4K (+$50.7K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED
Shares2,561 from 2,560
Change+1 (+0%)
Value$958.6K (+$11.3K)
Filed 2026-10-05
Stenger Family Office, LLC
INCREASED
Shares2,558 from 2,230
Change+328 (+15%)
Value$975.6K (+$150.4K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
DECREASED
Shares2,558 from 2,564
Change-6 (0%)
Value$957.3K (+$8.5K)
Filed 2026-10-28
True Link Financial Advisors, LLC
INCREASED
Shares2,555 from 2,486
Change+69 (+3%)
Value$956.2K (+$36.3K)
Filed 2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED
Shares2,554 from 2,818
Change-264 (-9%)
Value$955.9K (-$86.8K)
Filed 2026-10-27
Baxter Bros Inc
DECREASED
Shares2,552 from 2,572
Change-20 (-1%)
Value$955.1K (+$3.3K)
Filed 2026-11-04
Marathon Strategic Advisors, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$952.8K (+$10.7K)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares2,529 from 4,405
Change-1,876 (-43%)
Value$946.4K (-$683.7K)
Filed 2026-10-08
Platform Technology Partners
INCREASED
Shares2,526 from 2,385
Change+141 (+6%)
Value$945.3K (+$62.7K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$945.0K (+$10.6K)
Filed 2026-11-03
Salus Financial Advisors, LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$943.5K (+$10.6K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$943.5K (+$10.6K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
DECREASED
Shares2,516 from 2,568
Change-52 (-2%)
Value$941.8K (-$8.4K)
Filed 2026-10-22
Fishman JAY A LTD
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$935.6K (+$10.5K)
Filed 2026-10-26
CMH Wealth Management LLC
DECREASED
Shares2,495 from 2,845
Change-350 (-12%)
Value$933.7K (-$119.0K)
Filed 2026-10-22
Millennium Capital Advisors, LLC
INCREASED
Shares2,485 from 2,411
Change+74 (+3%)
Value$930.1K (+$37.6K)
Filed 2026-10-16
Family Investment Center, Inc.
INCREASED
Shares2,483 from 2,479
Change+4 (+0%)
Value$929.3K (+$12.1K)
Filed 2026-10-19
Presilium Private Wealth, LLC
NEW
Shares2,477
Change+2,477
Value$927.0K
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares2,476 from 1,724
Change+752 (+44%)
Value$926.8K (+$288.8K)
Filed 2026-10-29
Patten Group, Inc.
DECREASED
Shares2,462 from 2,510
Change-48 (-2%)
Value$921.3K (-$7.6K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,450 from 1,467
Change+983 (+67%)
Value$917.0K (+$374.0K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares2,448 from 2,522
Change-74 (-3%)
Value$916.2K (-$17.1K)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$915.0K (+$10.3K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$913.9K (+$10.3K)
Filed 2026-10-14
RKL Wealth Management LLC
INCREASED
Shares2,436 from 1,166
Change+1,270 (+109%)
Value$911.5K (+$480.0K)
Filed 2026-10-16
Alpine Bank Wealth Management
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$910.9K (+$10.2K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,432 from 2,573
Change-141 (-5%)
Value$910.3K (-$42.0K)
Filed 2026-10-16
Mason & Associates, LLC
DECREASED
Shares2,402 from 2,442
Change-40 (-2%)
Value$898.9K (-$4.7K)
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED
Shares2,401 from 3,653
Change-1,252 (-34%)
Value$898.7K (-$453.2K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares2,400 from 1,760
Change+640 (+36%)
Value$898.2K (+$246.9K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$897.8K (+$10.1K)
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares2,397 from 1,542
Change+855 (+55%)
Value$896.9K (+$326.2K)
Filed 2026-10-13
Cannon Advisors, Inc.
INCREASED
Shares2,395 from 1,500
Change+895 (+60%)
Value$913.3K (+$356.7K)
Filed 2026-10-14
ERn Financial, LLC
INCREASED
Shares2,390 from 2,332
Change+58 (+2%)
Value$894.4K (+$31.5K)
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
DECREASED
Shares2,376 from 2,389
Change-13 (-1%)
Value$889.2K (+$5.2K)
Filed 2026-10-20
O'Connor Financial Group LLC
DECREASED
Shares2,368 from 2,554
Change-186 (-7%)
Value$886.5K (-$58.7K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares2,367 from 2,237
Change+130 (+6%)
Value$885.8K (+$87.5K)
Filed 2026-10-29
August Group Capital Ltd
NEW
Shares2,365
Change+2,365
Value$885.1K
Filed 2026-10-14
OFC Financial Planning, LLC
DECREASED
Shares2,363 from 2,367
Change-4 (0%)
Value$884.3K (+$8.5K)
Filed 2026-11-06
Welch & Forbes LLC
DECREASED
Shares2,358 from 2,603
Change-245 (-9%)
Value$882.5K (-$80.8K)
Filed 2026-11-04
J.M. Arbour, LLC
DECREASED
Shares2,355 from 2,407
Change-52 (-2%)
Value$881.4K (-$9.3K)
Filed 2026-11-05
Martel Wealth Advisors LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$880.2K (+$9.9K)
Filed 2026-10-14
Stegner Investment Associates Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$879.5K (+$9.9K)
Filed 2026-10-15
Nolet Wealth Management, LLC
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$876.8K (+$9.8K)
Filed 2026-10-15
Nixon Peabody Trust Co
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$876.8K (+$9.8K)
Filed 2026-10-23
DDD Partners, LLC
INCREASED
Shares2,336 from 2,310
Change+26 (+1%)
Value$874.3K (+$19.5K)
Filed 2026-11-02
Manchester Financial Inc
DECREASED
Shares2,333 from 2,421
Change-88 (-4%)
Value$873.0K (-$22.7K)
Filed 2026-10-15
American Capital Advisory, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$871.9K (+$9.8K)
Filed 2026-10-28
Gerald Baker Financial Group LLC
DECREASED
Shares2,329 from 2,609
Change-280 (-11%)
Value$871.7K (-$93.8K)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares2,324 from 2,835
Change-511 (-18%)
Value$869.7K (-$179.3K)
Filed 2026-10-06
BAM Wealth Management, LLC
INCREASED
Shares2,322 from 1,115
Change+1,207 (+108%)
Value$869.0K (+$456.4K)
Filed 2026-10-15
Intelligence Driven Advisers, LLC
DECREASED
Shares2,315 from 2,666
Change-351 (-13%)
Value$866.3K (-$120.1K)
Filed 2026-10-09
SBK Financial, Inc.
UNCHANGED
Shares2,311 from 2,311
Change0 (0%)
Value$865.1K (+$9.7K)
Filed 2026-11-02
eCIO, Inc.
DECREASED
Shares2,298 from 2,313
Change-15 (-1%)
Value$879.0K (+$23.1K)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$859.6K (+$9.6K)
Filed 2026-10-28
DeLarme Wealth Management, Inc.
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$859.4K (+$9.7K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$857.8K (+$9.6K)
Filed 2026-10-28
Unified Investment Management
INCREASED
Shares2,288 from 2,228
Change+60 (+3%)
Value$856.3K (+$31.8K)
Filed 2026-10-14
Anson Capital, Inc.
INCREASED
Shares2,280 from 2,265
Change+15 (+1%)
Value$853.4K (+$15.3K)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares2,265 from 2,254
Change+11 (+0%)
Value$847.5K (+$13.5K)
Filed 2026-10-02
KPP Advisory Services LLC
DECREASED
Shares2,262 from 4,637
Change-2,375 (-51%)
Value$846.5K (-$869.3K)
Filed 2026-10-26
Family Office Research LLC
INCREASED
Shares2,257 from 2,239
Change+18 (+1%)
Value$844.7K (+$16.1K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
INCREASED
Shares2,252 from 2,196
Change+56 (+3%)
Value$861.5K (+$52.8K)
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares2,251 from 2,297
Change-46 (-2%)
Value$842.3K (-$7.7K)
Filed 2026-10-23
WestHill Financial Advisors, Inc.
DECREASED
Shares2,248 from 2,454
Change-206 (-8%)
Value$841.5K (-$66.6K)
Filed 2026-10-14
Northern Capital Management, Inc.
DECREASED
Shares2,246 from 2,256
Change-10 (0%)
Value$840.4K (+$5.5K)
Filed 2026-11-05
Montecito Bank & Trust
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$838.3K (+$9.4K)
Filed 2026-10-01
MilWealth Group LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$837.7K (+$9.4K)
Filed 2026-11-02
Approach Retirement Advisors, LLC
INCREASED
Shares2,225 from 2,095
Change+130 (+6%)
Value$832.7K (+$57.2K)
Filed 2026-10-22
Kaizen Financial Strategies
INCREASED
Shares2,222 from 2,187
Change+35 (+2%)
Value$831.6K (+$24.0K)
Filed 2026-10-09
Shah Wealth Advisors, LLC
DECREASED
Shares2,216 from 2,317
Change-101 (-4%)
Value$829.3K (-$28.2K)
Filed 2026-11-06
4J Wealth Management LLC
INCREASED
Shares2,216 from 2,215
Change+1 (+0%)
Value$829.3K (+$9.5K)
Filed 2026-11-02
WP Advisors, LLC
DECREASED
Shares2,211 from 2,338
Change-127 (-5%)
Value$827.7K (-$37.5K)
Filed 2026-10-22
EnRich Financial Partners LLC
INCREASED
Shares2,202 from 1,510
Change+692 (+46%)
Value$823.9K (+$265.1K)
Filed 2026-10-21
Tableaux LLC
INCREASED
Shares2,199 from 650
Change+1,549 (+238%)
Value$822.8K (+$582.3K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,199 from 2,219
Change-20 (-1%)
Value$823.0K (+$1.8K)
Filed 2026-10-15
Solutions 4 Wealth, Ltd
DECREASED
Shares2,194 from 2,287
Change-93 (-4%)
Value$821.1K (-$25.2K)
Filed 2026-11-03
Ariston Services Group
INCREASED
Shares2,193 from 2,172
Change+21 (+1%)
Value$820.8K (+$17.0K)
Filed 2026-10-16
Summit Place Financial Advisors, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$820.4K (+$9.2K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares2,185 from 2,058
Change+127 (+6%)
Value$817.7K (+$56.1K)
Filed 2026-10-28
Apeiron RIA LLC
INCREASED
Shares2,182 from 1,760
Change+422 (+24%)
Value$818.8K (+$167.4K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
INCREASED
Shares2,177 from 2,050
Change+127 (+6%)
Value$814.7K (+$55.9K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares2,172 from 1,904
Change+268 (+14%)
Value$812.8K (+$108.3K)
Filed 2026-11-02
Wise Wealth Partners
DECREASED
Shares2,171 from 2,330
Change-159 (-7%)
Value$812.6K (-$49.7K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares2,168 from 2,162
Change+6 (+0%)
Value$811.2K (+$11.1K)
Filed 2026-10-20
Northside Capital Management, LLC
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$810.9K (+$9.1K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED
Shares2,160 from 2,155
Change+5 (+0%)
Value$808.2K (+$10.9K)
Filed 2026-10-16
PW Nova Financial Services LLC
DECREASED
Shares2,149 from 2,622
Change-473 (-18%)
Value$804.4K (-$166.0K)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares2,148 from 2,110
Change+38 (+2%)
Value$803.7K (+$23.1K)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares2,148 from 2,148
Change0 (0%)
Value$803.9K (+$9.0K)
Filed 2026-11-04
3 Factor Indexing, LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$800.9K (+$9.0K)
Filed 2026-10-15
Serenity Investment Advisors
INCREASED
Shares2,138 from 1,840
Change+298 (+16%)
Value$800.1K (+$107.3K)
Filed 2026-10-30
Vista Finance, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$796.4K (+$8.9K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares2,126 from 2,123
Change+3 (+0%)
Value$795.8K (+$10.1K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
NEW
Shares2,123
Change+2,123
Value$794.5K
Filed 2026-10-14
Ariadne Wealth Management, LP
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$794.3K (+$8.9K)
Filed 2026-11-06
Richardson Financial Services Inc.
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$791.9K (+$8.9K)
Filed 2026-10-30
Heartwood Wealth Advisors LLC
INCREASED
Shares2,109 from 1,860
Change+249 (+13%)
Value$789.3K (+$101.0K)
Filed 2026-10-05
OceanIQ Capital, LLC
INCREASED
Shares2,108 from 2,079
Change+29 (+1%)
Value$803.9K (+$12.6K)
Filed 2026-10-19
Box Hill Private Wealth LLC
INCREASED
Shares2,103 from 2,098
Change+5 (+0%)
Value$787.1K (+$10.8K)
Filed 2026-10-05
Baron Wealth Management LLC
DECREASED
Shares2,098 from 2,103
Change-5 (0%)
Value$785.0K (+$6.9K)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED
Shares2,092 from 1,540
Change+552 (+36%)
Value$782.9K (+$213.0K)
Filed 2026-11-02
Cordatus Wealth Management LLC
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$782.5K (+$8.8K)
Filed 2026-10-19
Flagstone Financial Management
INCREASED
Shares2,089 from 2,068
Change+21 (+1%)
Value$781.6K (+$16.5K)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
NEW
Shares2,083
Change+2,083
Value$779.7K
Filed 2026-10-15
Aldebaran Financial Inc.
INCREASED
Shares2,083 from 2,039
Change+44 (+2%)
Value$779.6K (+$25.1K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
DECREASED
Shares2,078 from 2,169
Change-91 (-4%)
Value$777.6K (-$24.8K)
Filed 2026-11-05
Mountain Capital Investment Advisors Inc.
INCREASED
Shares2,076 from 1,943
Change+133 (+7%)
Value$776.8K (+$57.7K)
Filed 2026-11-06
Vantage Investment Partners, LLC
DECREASED
Shares2,074 from 2,126
Change-52 (-2%)
Value$776.2K (-$10.5K)
Filed 2026-10-27
McNaughton Wealth Management, LLC
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$775.1K (+$8.7K)
Filed 2026-10-09
BankPlus Trust Department
INCREASED
Shares2,070 from 1,797
Change+273 (+15%)
Value$774.7K (+$109.7K)
Filed 2026-11-06
Red Mountain Financial, LLC
INCREASED
Shares2,062 from 1,979
Change+83 (+4%)
Value$771.5K (+$39.1K)
Filed 2026-11-03
Mirador Capital Partners LP
DECREASED
Shares2,062 from 2,063
Change-1 (0%)
Value$771.8K (+$8.5K)
Filed 2026-10-09
Ring Mountain Capital, LLC
INCREASED
Shares2,061 from 2,052
Change+9 (+0%)
Value$771.3K (+$12.0K)
Filed 2026-10-13
Oxler Private Wealth LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$766.8K (+$8.6K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
DECREASED
Shares2,047 from 2,087
Change-40 (-2%)
Value$766.1K (+$66.4K)
Filed 2026-11-03
Bayshore Asset Management, LLC
NEW
Shares2,043
Change+2,043
Value$779.5K
Filed 2026-11-03
Pacific Sage Partners, LLC
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$762.3K (+$8.6K)
Filed 2026-10-21
Alkeme Wealth, LLC
INCREASED
Shares2,036 from 861
Change+1,175 (+136%)
Value$761.9K (+$443.3K)
Filed 2026-10-08
Mccarter Private Wealth Services LLC
DECREASED
Shares2,019 from 2,159
Change-140 (-6%)
Value$755.6K (-$43.3K)
Filed 2026-10-22
Retirement Solution LLC
INCREASED
Shares2,017 from 2,013
Change+4 (+0%)
Value$754.9K (+$9.9K)
Filed 2026-10-27
Rose Capital Advisors LLC
NEW
Shares2,010
Change+2,010
Value$752.2K
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares1,995 from 1,373
Change+622 (+45%)
Value$746.7K (+$238.5K)
Filed 2026-10-07
Deltec Asset Management LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$742.1K (+$8.3K)
Filed 2026-10-26
Guardian Partners Inc.
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$739.1K (+$8.3K)
Filed 2026-10-21
MMA Asset Management LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$738.9K (+$8.3K)
Filed 2026-11-02
Bensler, LLC
INCREASED
Shares1,970 from 1,941
Change+29 (+1%)
Value$737.3K (+$19.0K)
Filed 2026-11-05
William John Sempolinski
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$736.9K (+$8.3K)
Filed 2026-10-20
Ballast, Inc.
INCREASED
Shares1,965 from 1,805
Change+160 (+9%)
Value$735.4K (+$67.5K)
Filed 2026-10-20
FFG Partners, LLC
INCREASED
Shares1,964 from 1,818
Change+146 (+8%)
Value$735.3K (+$62.3K)
Filed 2026-10-15
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$735.0K (+$8.2K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares1,963 from 2,347
Change-384 (-16%)
Value$734.6K (-$133.8K)
Filed 2026-11-06
Jackson Square Capital, LLC
INCREASED
Shares1,962 from 1,710
Change+252 (+15%)
Value$734.4K (+$101.6K)
Filed 2026-10-19
Hofer & Associates. Inc
INCREASED
Shares1,957 from 572
Change+1,385 (+242%)
Value$732.5K (+$520.8K)
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$732.5K (+$8.3K)
Filed 2026-10-14
Grantvest Financial Group LLC
INCREASED
Shares1,947 from 1,939
Change+8 (+0%)
Value$728.7K (+$11.0K)
Filed 2026-10-21
Waterfront Wealth Inc.
INCREASED
Shares1,946 from 1,940
Change+6 (+0%)
Value$733.1K (+$9.9K)
Filed 2026-11-03
Integrity Investment Advisors, LLC
INCREASED
Shares1,935 from 1,561
Change+374 (+24%)
Value$724.2K (+$146.5K)
Filed 2026-11-03
Markowski Investments
INCREASED
Shares1,935 from 1,917
Change+18 (+1%)
Value$724.3K (+$14.9K)
Filed 2026-10-30
Retirement Investment Advisors, Inc.
DECREASED
Shares1,930 from 1,998
Change-68 (-3%)
Value$722.3K (-$16.5K)
Filed 2026-10-22
Wealth Management Partners, LLC
INCREASED
Shares1,930 from 1,892
Change+38 (+2%)
Value$722.3K (+$22.2K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
INCREASED
Shares1,925 from 1,752
Change+173 (+10%)
Value$720.3K (+$72.1K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
DECREASED
Shares1,923 from 2,022
Change-99 (-5%)
Value$719.7K (-$28.5K)
Filed 2026-10-15
Virtus Wealth Solutions LLC
INCREASED
Shares1,920 from 1,916
Change+4 (+0%)
Value$718.7K (+$9.9K)
Filed 2026-11-03
AG Asset Advisory, LLC
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$717.4K (+$8.1K)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
INCREASED
Shares1,916 from 1,886
Change+30 (+2%)
Value$717.3K (+$19.3K)
Filed 2026-10-14
GGM Financial LLC
INCREASED
Shares1,915 from 1,911
Change+4 (+0%)
Value$716.5K (+$9.4K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares1,914 from 1,431
Change+483 (+34%)
Value$716.3K (+$183.3K)
Filed 2026-11-02
Aufman Associates Inc
INCREASED
Shares1,914 from 1,911
Change+3 (+0%)
Value$716.3K (+$9.3K)
Filed 2026-11-04
Able Wealth Management LLC
DECREASED
Shares1,904 from 2,090
Change-186 (-9%)
Value$724.0K (-$49.2K)
Filed 2026-10-13
CPA Asset Management Group, LLC
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$712.6K (+$8.0K)
Filed 2026-10-26
Marathon Wealth Advisors LLC
INCREASED
Shares1,902 from 1,867
Change+35 (+2%)
Value$712.0K (+$20.9K)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares1,901 from 1,907
Change-6 (0%)
Value$711.6K (+$5.8K)
Filed 2026-10-14
Arcataur Capital Management LLC
DECREASED
Shares1,892 from 1,947
Change-55 (-3%)
Value$708.0K (-$12.4K)
Filed 2026-10-21
TrustWell Financial Advisors, LLC
INCREASED
Shares1,888 from 1,853
Change+35 (+2%)
Value$706.5K (+$20.9K)
Filed 2026-10-15
Roman Butler Fullerton & Co
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$709.2K (+$11.1K)
Filed 2026-10-27
Condor Capital Management
DECREASED
Shares1,887 from 1,889
Change-2 (0%)
Value$706.4K (+$7.2K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
INCREASED
Shares1,878 from 1,704
Change+174 (+10%)
Value$702.8K (+$72.3K)
Filed 2026-10-27
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares1,871 from 1,872
Change-1 (0%)
Value$700.2K (+$7.6K)
Filed 2026-11-03
Addison Advisors LLC
DECREASED
Shares1,869 from 1,910
Change-41 (-2%)
Value$699.5K (-$7.3K)
Filed 2026-11-06
Geneva Partners, LLC
INCREASED
Shares1,869 from 1,866
Change+3 (+0%)
Value$699.4K (+$8.8K)
Filed 2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares1,865 from 1,180
Change+685 (+58%)
Value$698.0K (+$261.3K)
Filed 2026-11-03
Outbound Financial Inc
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$697.6K (+$7.8K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,856 from 1,916
Change-60 (-3%)
Value$694.6K (-$14.3K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares1,854 from 1,654
Change+200 (+12%)
Value$693.8K (+$81.8K)
Filed 2026-10-07
Leelyn Smith, LLC
INCREASED
Shares1,849 from 715
Change+1,134 (+159%)
Value$691.9K (+$427.4K)
Filed 2026-11-03
Attessa Capital LLC
INCREASED
Shares1,845 from 1,842
Change+3 (+0%)
Value$690.6K (+$9.1K)
Filed 2026-10-09
Anchor Capital Advisors LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$690.5K (+$7.7K)
Filed 2026-11-05
Great Waters Wealth Management
INCREASED
Shares1,843 from 1,566
Change+277 (+18%)
Value$689.8K (+$110.2K)
Filed 2026-10-07
Alliance Wealth Management Group
INCREASED
Shares1,839 from 1,691
Change+148 (+9%)
Value$688.1K (+$62.2K)
Filed 2026-10-29
Towercrest Capital Management
INCREASED
Shares1,839 from 1,691
Change+148 (+9%)
Value$688.1K (+$62.2K)
Filed 2026-10-23
Red Spruce Capital, LLC
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$685.2K (+$7.7K)
Filed 2026-10-07
Convergence Financial, LLC
DECREASED
Shares1,830 from 2,984
Change-1,154 (-39%)
Value$684.8K (-$419.7K)
Filed 2026-10-27
Brown Financial Advisory
DECREASED
Shares1,830 from 2,102
Change-272 (-13%)
Value$684.9K (-$93.0K)
Filed 2026-11-05
Zega Investments, LLC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$684.9K (+$7.7K)
Filed 2026-11-04
Hamilton Capital, LLC
DECREASED
Shares1,828 from 1,931
Change-103 (-5%)
Value$683.9K (-$30.8K)
Filed 2026-10-08
ZWJ Investment Counsel Inc
INCREASED
Shares1,826 from 1,334
Change+492 (+37%)
Value$683.3K (+$189.7K)
Filed 2026-10-15
Zenith Solutions, Inc.
INCREASED
Shares1,823 from 1,038
Change+785 (+76%)
Value$682.2K (+$298.3K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares1,820 from 1,440
Change+380 (+26%)
Value$681.2K (+$148.3K)
Filed 2026-10-20
Triton Wealth Management, Pllc
NEW
Shares1,816
Change+1,816
Value$675.4K
Filed 2026-11-04
North Berkeley Wealth Management, LLC
DECREASED
Shares1,815 from 2,434
Change-619 (-25%)
Value$679.2K (-$221.3K)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares1,814 from 2,079
Change-265 (-13%)
Value$678.9K (-$90.4K)
Filed 2026-10-19
Vista Investment Partners II, LLC
INCREASED
Shares1,814 from 1,802
Change+12 (+1%)
Value$678.9K (+$12.1K)
Filed 2026-10-15
Whitcomb & Hess, Inc.
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$678.9K (+$7.6K)
Filed 2026-10-07
Tucker Asset Management LLC
INCREASED
Shares1,813 from 1,653
Change+160 (+10%)
Value$678.5K (+$67.0K)
Filed 2026-10-29
USA Financial Formulas
NEW
Shares1,802
Change+1,802
Value$674.4K
Filed 2026-10-16
BetterWealth, LLC
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$674.3K (+$7.6K)
Filed 2026-10-15
Seelaus Asset Management LLC
INCREASED
Shares1,794 from 1,792
Change+2 (+0%)
Value$671.3K (+$8.2K)
Filed 2026-10-14
Mills Wealth Advisors LLC
DECREASED
Shares1,793 from 1,879
Change-86 (-5%)
Value$670.9K (-$24.5K)
Filed 2026-10-22
Integrated Capital Management, Inc.
DECREASED
Shares1,792 from 1,845
Change-53 (-3%)
Value$670.6K (-$12.2K)
Filed 2026-10-09
Breachway Investments LLC
DECREASED
Shares1,786 from 1,811
Change-25 (-1%)
Value$668.4K (-$1.7K)
Filed 2026-10-19
Tranquility Partners, LLC
INCREASED
Shares1,777 from 1,576
Change+201 (+13%)
Value$666.6K (+$83.4K)
Filed 2026-10-20
North Point Portfolio Managers Corp
INCREASED
Shares1,776 from 1,485
Change+291 (+20%)
Value$664.7K (+$115.1K)
Filed 2026-10-07
Optivise Advisory Services LLC
DECREASED
Shares1,771 from 1,796
Change-25 (-1%)
Value$662.9K (-$1.8K)
Filed 2026-10-19
M. Kraus & Co
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$662.0K (+$7.4K)
Filed 2026-10-20
Sensenig Capital Advisors, Inc
INCREASED
Shares1,762 from 1,487
Change+275 (+18%)
Value$659.4K (+$109.2K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
INCREASED
Shares1,753 from 1,709
Change+44 (+3%)
Value$656.1K (+$23.6K)
Filed 2026-10-14
Legacy CG, LLC
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$653.8K (+$7.3K)
Filed 2026-10-30
Centennial Advisors, LLC
INCREASED
Shares1,746 from 1,670
Change+76 (+5%)
Value$653.6K (+$35.5K)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED
Shares1,742 from 1,692
Change+50 (+3%)
Value$651.9K (+$25.8K)
Filed 2026-10-30
Opus Financial Solutions LLC
DECREASED
Shares1,741 from 2,840
Change-1,099 (-39%)
Value$651.6K (-$399.4K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
INCREASED
Shares1,723 from 1,510
Change+213 (+14%)
Value$644.6K (+$85.8K)
Filed 2026-10-15
Crane Advisory, LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$655.4K (+$17.3K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
INCREASED
Shares1,719 from 1,001
Change+718 (+72%)
Value$655.5K (+$285.1K)
Filed 2026-10-19
Factor Wealth Management LTD
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$643.1K (+$7.3K)
Filed 2026-10-08
Capital Investment Counsel, Inc
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$642.9K (+$7.2K)
Filed 2026-10-20
Seal Cove Capital, LLC
DECREASED
Shares1,713 from 5,138
Change-3,425 (-67%)
Value$641.2K (-$1.3M)
Filed 2026-11-06
Yardley Wealth Management LLC
DECREASED
Shares1,704 from 1,754
Change-50 (-3%)
Value$637.7K (-$11.3K)
Filed 2026-10-23
John G Ullman & Associates Inc
INCREASED
Shares1,700 from 1,354
Change+346 (+26%)
Value$636.2K (+$135.2K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares1,681 from 570
Change+1,111 (+195%)
Value$629.0K (+$418.0K)
Filed 2026-10-29
Powers Advisory Group, LLC
DECREASED
Shares1,679 from 4,021
Change-2,342 (-58%)
Value$628.4K (-$859.6K)
Filed 2026-10-14
S&A Financial Services, Inc.
INCREASED
Shares1,676 from 1,672
Change+4 (+0%)
Value$627.2K (+$8.6K)
Filed 2026-11-03
Retirement Guys Formula LLC
INCREASED
Shares1,673 from 1,672
Change+1 (+0%)
Value$626.1K (+$7.2K)
Filed 2026-10-26
Sincerus Advisory, LLC
INCREASED
Shares1,670 from 1,664
Change+6 (+0%)
Value$625.1K (+$9.3K)
Filed 2026-10-09
Retirement Systems of Alabama
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$625.0K (+$7.0K)
Filed 2026-11-04
Moller Wealth Partners
INCREASED
Shares1,660 from 1,658
Change+2 (+0%)
Value$621.2K (+$7.5K)
Filed 2026-10-15
Carrera Capital Advisors
INCREASED
Shares1,659 from 1,642
Change+17 (+1%)
Value$620.9K (+$13.3K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares1,657 from 1,392
Change+265 (+19%)
Value$620.2K (+$105.1K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares1,657 from 1,624
Change+33 (+2%)
Value$613.3K (+$15.1K)
Filed 2026-11-05
Fusion Capital, LLC
INCREASED
Shares1,657 from 1,656
Change+1 (+0%)
Value$620.0K (+$7.2K)
Filed 2026-10-28
Vigilare Wealth Management
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$618.8K (+$7.0K)
Filed 2026-10-29
Maple Capital Management, Inc.
INCREASED
Shares1,652 from 1,607
Change+45 (+3%)
Value$618.2K (+$23.6K)
Filed 2026-11-02
Asio Capital, LLC
NEW
Shares1,651
Change+1,651
Value$617.9K
Filed 2026-10-19
Amplius Wealth Advisors, LLC
DECREASED
Shares1,650 from 2,105
Change-455 (-22%)
Value$617.4K (-$161.4K)
Filed 2026-10-20
Arthur M. Cohen & Associates, LLC
INCREASED
Shares1,650 from 1,646
Change+4 (+0%)
Value$617.4K (+$8.5K)
Filed 2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$617.5K (+$6.9K)
Filed 2026-10-20
Banta Asset Management LP
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$617.5K (+$6.9K)
Filed 2026-11-02
Epiq Partners, LLC
INCREASED
Shares1,649 from 1,253
Change+396 (+32%)
Value$617.0K (+$153.5K)
Filed 2026-10-07
BAR Harbor Wealth Management
DECREASED
Shares1,648 from 1,668
Change-20 (-1%)
Value$616.7K (-$479)
Filed 2026-10-21
Allstreet Capital Advisors LLC
DECREASED
Shares1,646 from 1,663
Change-17 (-1%)
Value$616.1K (+$601)
Filed 2026-11-04
Mezzasalma Advisors, LLC
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$615.0K (+$6.9K)
Filed 2026-10-14
BCU Wealth Advisors, LLC
INCREASED
Shares1,642 from 1,637
Change+5 (+0%)
Value$614.5K (+$8.8K)
Filed 2026-10-16
Detalus Advisors, LLC
DECREASED
Shares1,640 from 1,653
Change-13 (-1%)
Value$613.8K (+$2.1K)
Filed 2026-10-15
Financial Partners Group, Inc
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$613.5K (+$7.0K)
Filed 2026-10-19
SpringVest Wealth Management LLC
INCREASED
Shares1,633 from 1,182
Change+451 (+38%)
Value$611.2K (+$173.8K)
Filed 2026-10-27
Aspetuck Financial Management LLC
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$610.4K (+$6.9K)
Filed 2026-11-04
Paragon Advisors, LLC
INCREASED
Shares1,628 from 1,109
Change+519 (+47%)
Value$609.1K (+$198.7K)
Filed 2026-11-03
Transcendent Capital Group LLC
DECREASED
Shares1,628 from 1,871
Change-243 (-13%)
Value$609.3K (-$83.1K)
Filed 2026-10-28
Kingstone Capital Partners Texas, LLC
DECREASED
Shares1,628 from 1,634
Change-6 (0%)
Value$609.1K (+$4.7K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares1,626 from 826
Change+800 (+97%)
Value$621.0K (+$314.1K)
Filed 2026-10-13
Elser Financial Planning, Inc
DECREASED
Shares1,625 from 1,626
Change-1 (0%)
Value$608.1K (+$6.3K)
Filed 2026-10-16
FCG Investment Co
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$608.1K (+$6.8K)
Filed 2026-10-13
Horizons Wealth Management
NEW
Shares1,623
Change+1,623
Value$607.4K
Filed 2026-10-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares1,620 from 1,709
Change-89 (-5%)
Value$606.3K (-$26.1K)
Filed 2026-10-16
Jeter Robert S II
NEW
Shares1,610
Change+1,610
Value$613.7K
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,608 from 1,607
Change+1 (+0%)
Value$601.6K (+$6.8K)
Filed 2026-10-16
Livet Wealth, LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$601.2K (+$6.7K)
Filed 2026-10-27
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares1,601 from 1,570
Change+31 (+2%)
Value$599.2K (+$95.5K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,598 from 1,543
Change+55 (+4%)
Value$598.2K (+$27.2K)
Filed 2026-10-27
Buska Wealth Management, LLC
DECREASED
Shares1,598 from 1,643
Change-45 (-3%)
Value$598.2K (-$9.8K)
Filed 2026-10-08
Melone Private Wealth, LLC
INCREASED
Shares1,598 from 1,596
Change+2 (+0%)
Value$598.1K (+$7.4K)
Filed 2026-10-16
Bonfire Financial
INCREASED
Shares1,597 from 636
Change+961 (+151%)
Value$597.5K (+$362.0K)
Filed 2026-11-06
Krane Financial Solutions LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$596.2K (+$6.7K)
Filed 2026-10-30
HF Advisory Group, LLC
DECREASED
Shares1,580 from 2,125
Change-545 (-26%)
Value$591.2K (-$195.3K)
Filed 2026-10-09
First County Bank
DECREASED
Shares1,575 from 1,595
Change-20 (-1%)
Value$589.4K (-$786)
Filed 2026-10-13
Mechanics Bank Trust Department
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$589.4K (+$6.6K)
Filed 2026-10-13
Register Financial Advisors LLC
INCREASED
Shares1,574 from 1,561
Change+13 (+1%)
Value$588.9K (+$11.2K)
Filed 2026-10-23
Johnson & White Wealth Management, LLC
DECREASED
Shares1,571 from 1,653
Change-82 (-5%)
Value$587.7K (-$24.1K)
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$581.3K ($0)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED
Shares1,570 from 1,210
Change+360 (+30%)
Value$587.6K (+$140.0K)
Filed 2026-10-16
Shum Financial Group, Inc.
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$587.2K (+$6.6K)
Filed 2026-10-13
Opus Capital Group, LLC
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$586 (-$578.4K)
Filed 2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,562 from 1,849
Change-287 (-16%)
Value$584.6K (-$99.6K)
Filed 2026-10-26
Advisory Resource Group
INCREASED
Shares1,555 from 1,551
Change+4 (+0%)
Value$581.9K (+$7.9K)
Filed 2026-10-26
Fagan Associates, Inc.
INCREASED
Shares1,550 from 1,548
Change+2 (+0%)
Value$580.1K (+$7.2K)
Filed 2026-10-13
Vaughan David Investments LLC
INCREASED
Shares1,546 from 1,544
Change+2 (+0%)
Value$579 (-$570.4K)
Filed 2026-11-05
Richardson Capital Management LLC
DECREASED
Shares1,543 from 2,003
Change-460 (-23%)
Value$577.6K (-$29.4K)
Filed 2026-10-23
Financial Futures Ltd Liability Co.
INCREASED
Shares1,542 from 850
Change+692 (+81%)
Value$577.1K (+$262.6K)
Filed 2026-10-13
Sugar Maple Asset Management, LLC
INCREASED
Shares1,542 from 1,005
Change+537 (+53%)
Value$577.1K (+$205.2K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares1,541 from 1,545
Change-4 (0%)
Value$576.7K (+$5.0K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares1,539 from 1,595
Change-56 (-4%)
Value$575.9K (-$14.4K)
Filed 2026-10-13
Oceanside Advisors LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$575.6K (+$6.5K)
Filed 2026-11-03
Brewster Financial Planning LLC
INCREASED
Shares1,535 from 1,365
Change+170 (+12%)
Value$574.5K (+$69.4K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$572.2K (+$6.4K)
Filed 2026-10-08
Catalyst Investment Management LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$572.2K (+$6.4K)
Filed 2026-10-21
Shearwater Capital LLC
DECREASED
Shares1,527 from 1,552
Change-25 (-2%)
Value$571.6K (-$2.8K)
Filed 2026-10-13
GEM Asset Management, LLC
INCREASED
Shares1,525 from 1,358
Change+167 (+12%)
Value$570.6K (+$68.1K)
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares1,522 from 1,485
Change+37 (+2%)
Value$569.7K (+$20.2K)
Filed 2026-10-09
Redwood Family Wealth LLC
INCREASED
Shares1,517 from 1,416
Change+101 (+7%)
Value$567.8K (+$43.8K)
Filed 2026-10-20
Guilbault Capital LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$567.0K (+$6.4K)
Filed 2026-10-28
Family Capital Management, Inc.
NEW
Shares1,511
Change+1,511
Value$565.7K
Filed 2026-11-03
Clearwave Capital, LLC
DECREASED
Shares1,509 from 1,889
Change-380 (-20%)
Value$564.6K (-$134.3K)
Filed 2026-10-27
apricus wealth, LLC
DECREASED
Shares1,507 from 1,677
Change-170 (-10%)
Value$563.9K (-$56.6K)
Filed 2026-10-26
Collective Family Office LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$561.4K (+$6.3K)
Filed 2026-10-05
Chapman Financial Group, LLC
DECREASED
Shares1,489 from 1,509
Change-20 (-1%)
Value$557.2K (-$1.1K)
Filed 2026-10-26
Urban Wealth Management, LLC
INCREASED
Shares1,482 from 1,458
Change+24 (+2%)
Value$554.5K (+$15.2K)
Filed 2026-10-21
Evansbrook LLC
INCREASED
Shares1,481 from 816
Change+665 (+82%)
Value$554.2K (+$252.4K)
Filed 2026-10-16
Integrated Wealth Management
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$552.5K (+$6.4K)
Filed 2026-10-19
Chilton Capital Management LLC
DECREASED
Shares1,475 from 2,179
Change-704 (-32%)
Value$552.0K (-$254.3K)
Filed 2026-10-28
Blue Fin Capital, Inc.
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$549.4K (+$6.2K)
Filed 2026-10-28
Ervin Investment Management, LLC
DECREASED
Shares1,466 from 1,486
Change-20 (-1%)
Value$548.6K (-$1.2K)
Filed 2026-10-23
Lynch & Associates
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$545.9K (+$6.1K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares1,457 from 1,456
Change+1 (+0%)
Value$545.3K (+$6.5K)
Filed 2026-10-26
Mountain Pacific Investment Advisers LLC
DECREASED
Shares1,447 from 2,283
Change-836 (-37%)
Value$541.5K (-$303.3K)
Filed 2026-10-29
marrick wealth, LLC
INCREASED
Shares1,442 from 1,389
Change+53 (+4%)
Value$539.7K (+$25.7K)
Filed 2026-10-20
Natural Investments, LLC
DECREASED
Shares1,440 from 1,453
Change-13 (-1%)
Value$538.9K (+$1.9K)
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$534.0K (+$6.0K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares1,426 from 1,515
Change-89 (-6%)
Value$533.5K (-$27.0K)
Filed 2026-10-16
Rockland Trust Co
INCREASED
Shares1,424 from 1,260
Change+164 (+13%)
Value$532.9K (+$66.7K)
Filed 2026-10-05
Trust Co of Oklahoma
DECREASED
Shares1,424 from 1,456
Change-32 (-2%)
Value$532.9K (-$5.9K)
Filed 2026-10-15
Bay Capital Advisors, LLC
DECREASED
Shares1,424 from 1,456
Change-32 (-2%)
Value$532.9K (-$5.8K)
Filed 2026-10-16
W Advisors, LLC
DECREASED
Shares1,420 from 1,457
Change-37 (-3%)
Value$531.4K (-$7.7K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares1,420 from 1,432
Change-12 (-1%)
Value$531.4K (+$1.4K)
Filed 2026-11-05
Herold Advisors, Inc.
DECREASED
Shares1,418 from 1,481
Change-63 (-4%)
Value$530.5K (-$17.5K)
Filed 2026-10-19
Leeward Financial Partners, LLC
INCREASED
Shares1,413 from 1,410
Change+3 (+0%)
Value$528.8K (+$7.0K)
Filed 2026-10-23
E&G Advisors, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$528.9K (+$6.0K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares1,411 from 1,361
Change+50 (+4%)
Value$528.1K (+$24.4K)
Filed 2026-10-16
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$528.1K (+$5.9K)
Filed 2026-11-02
Parcion Private Wealth LLC
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$526.2K (+$5.9K)
Filed 2026-10-28
Sara-Bay Financial
DECREASED
Shares1,405 from 1,428
Change-23 (-2%)
Value$525.9K (-$2.6K)
Filed 2026-10-21
HighRoad Wealth Advisors, LLC
INCREASED
Shares1,404 from 1,314
Change+90 (+7%)
Value$525.5K (+$39.1K)
Filed 2026-10-14
Seek First Inc.
INCREASED
Shares1,400 from 1,396
Change+4 (+0%)
Value$523.8K (+$7.2K)
Filed 2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares1,395 from 1,504
Change-109 (-7%)
Value$522.1K (-$34.5K)
Filed 2026-11-03
Miramontes Capital, LLC
INCREASED
Shares1,394 from 770
Change+624 (+81%)
Value$521.9K (+$237.0K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
INCREASED
Shares1,390 from 1,161
Change+229 (+20%)
Value$520.4K (+$90.9K)
Filed 2026-10-16
DB&C Advisors, LLC
INCREASED
Shares1,390 from 1,388
Change+2 (+0%)
Value$520.2K (+$6.7K)
Filed 2026-10-26
Great Lakes Advisors, LLC
DECREASED
Shares1,386 from 1,453
Change-67 (-5%)
Value$518.7K (-$19.0K)
Filed 2026-11-06
Thayer Financial, L.L.C.
INCREASED
Shares1,385 from 712
Change+673 (+95%)
Value$519.8K (+$256.2K)
Filed 2026-10-21
Financial Security Advisor, Inc.
INCREASED
Shares1,384 from 1,172
Change+212 (+18%)
Value$518.1K (+$84.3K)
Filed 2026-11-03
ForthRight Wealth Management, LLC
NEW
Shares1,373
Change+1,373
Value$513.8K
Filed 2026-11-06
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares1,373 from 1,443
Change-70 (-5%)
Value$513.9K (-$20.2K)
Filed 2026-10-26
Bluesphere Advisors LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$511.6K (+$5.7K)
Filed 2026-10-19
Green Ridge Wealth Planning LLC
INCREASED
Shares1,365 from 1,286
Change+79 (+6%)
Value$511.0K (+$35.0K)
Filed 2026-10-08
Darrow Company, Inc.
INCREASED
Shares1,365 from 1,314
Change+51 (+4%)
Value$511.0K (+$24.6K)
Filed 2026-10-22
Saxony Capital Management, LLC
INCREASED
Shares1,363 from 1,104
Change+259 (+23%)
Value$510.1K (+$101.5K)
Filed 2026-10-15
Capital Investment Services of America, Inc.
DECREASED
Shares1,361 from 1,440
Change-79 (-5%)
Value$509.3K (-$23.5K)
Filed 2026-11-02
RMR Wealth Builders
DECREASED
Shares1,360 from 1,676
Change-316 (-19%)
Value$509.1K (-$110.9K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
INCREASED
Shares1,360 from 1,252
Change+108 (+9%)
Value$508.8K (+$45.5K)
Filed 2026-11-04
Aull & Monroe Investment Management Corp
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$507.8K (+$5.7K)
Filed 2026-10-16
GoalFusion Wealth Management, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$507.1K (+$5.7K)
Filed 2026-10-06
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$503.4K (+$5.6K)
Filed 2026-10-13
John W. Brooker & Co., CPAs
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$503.3K (+$5.6K)
Filed 2026-10-21
Souders Financial Advisors
INCREASED
Shares1,342 from 1,182
Change+160 (+14%)
Value$502.3K (+$65.1K)
Filed 2026-11-03
Donor Advised Charitable Giving, Inc.
INCREASED
Shares1,342 from 1,250
Change+92 (+7%)
Value$502.1K (+$39.6K)
Filed 2026-10-28
Aviso Wealth Management
DECREASED
Shares1,339 from 1,468
Change-129 (-9%)
Value$501.2K (-$42.1K)
Filed 2026-11-04
Avalon Capital Management
NEW
Shares1,335
Change+1,335
Value$499.5K
Filed 2026-11-04
Pillar Financial Advisors, LLC
DECREASED
Shares1,333 from 1,339
Change-6 (0%)
Value$498.7K (+$3.1K)
Filed 2026-10-21
Sachem Hill LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$497.4K (+$5.6K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
NEW
Shares1,328
Change+1,328
Value$497.0K
Filed 2026-11-06
Grange Capital, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$494.3K (+$5.6K)
Filed 2026-10-20
Fortress Financial Group, LLC
DECREASED
Shares1,319 from 1,395
Change-76 (-5%)
Value$493.7K (-$22.5K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
INCREASED
Shares1,318 from 1,275
Change+43 (+3%)
Value$493.2K (+$21.6K)
Filed 2026-10-28
Equity Wealth Partners, LLC
INCREASED
Shares1,316 from 598
Change+718 (+120%)
Value$492.6K (+$271.3K)
Filed 2026-10-26
Cohen Investment Advisors LLC
INCREASED
Shares1,312 from 1,275
Change+37 (+3%)
Value$491.0K (+$19.2K)
Filed 2026-10-20
Roth Financial Partners LLC
INCREASED
Shares1,307 from 1,297
Change+10 (+1%)
Value$489.1K (+$9.2K)
Filed 2026-10-06
Layline Advisors, LLC
DECREASED
Shares1,306 from 1,307
Change-1 (0%)
Value$488.8K (+$5.3K)
Filed 2026-11-02
Form Wealth Advisors, LLC
UNCHANGED
Shares1,304 from 1,304
Change0 (0%)
Value$488.0K (+$5.5K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
INCREASED
Shares1,293 from 979
Change+314 (+32%)
Value$484.0K (+$121.9K)
Filed 2026-10-19
Fulcrum Capital LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$483.1K (+$5.4K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,289 from 1,443
Change-154 (-11%)
Value$482.3K (-$51.7K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares1,289 from 1,288
Change+1 (+0%)
Value$482.2K (+$5.7K)
Filed 2026-10-29
Invariant Investment Management
INCREASED
Shares1,287 from 1,276
Change+11 (+1%)
Value$486.5K (+$12.3K)
Filed 2026-10-08
Cowa, LLC
INCREASED
Shares1,286 from 1,283
Change+3 (+0%)
Value$481.3K (+$6.6K)
Filed 2026-10-30
25 LLC
INCREASED
Shares1,283 from 1,258
Change+25 (+2%)
Value$480.0K (+$14.3K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares1,281 from 1,288
Change-7 (-1%)
Value$479.7K (+$2.9K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$479.0K (+$5.4K)
Filed 2026-10-30
Leading Edge Financial Planning LLC
DECREASED
Shares1,274 from 2,213
Change-939 (-42%)
Value$476.6K (-$342.3K)
Filed 2026-10-23
Peoples Bank
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$476.4K (+$5.3K)
Filed 2026-10-26
Platt Wealth Management LLC
NEW
Shares1,264
Change+1,264
Value$473
Filed 2026-11-04
William Howard & Co Financial Advisors Inc
INCREASED
Shares1,263 from 1,262
Change+1 (+0%)
Value$472.5K (+$5.4K)
Filed 2026-11-04
Boyer Financial Services, Inc.
DECREASED
Shares1,262 from 1,267
Change-5 (0%)
Value$472.3K (+$5.1K)
Filed 2026-10-23
M Wealth Management, LLC
INCREASED
Shares1,262 from 1,259
Change+3 (+0%)
Value$472.2K (+$6.5K)
Filed 2026-10-14
Smart Wealth LLC
NEW
Shares1,260
Change+1,260
Value$471.7K
Filed 2026-11-04
Edge Wealth Management LLC
INCREASED
Shares1,258 from 1,257
Change+1 (+0%)
Value$473.3K (+$8.0K)
Filed 2026-10-13
Kessler Investment Group, LLC
INCREASED
Shares1,257 from 1,242
Change+15 (+1%)
Value$470.3K (+$10.8K)
Filed 2026-10-08
Syntax Research, Inc.
INCREASED
Shares1,255 from 1,252
Change+3 (+0%)
Value$469.8K (+$6.5K)
Filed 2026-11-04
Willis Investment Counsel
DECREASED
Shares1,254 from 1,304
Change-50 (-4%)
Value$469.4K (-$13.2K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares1,252 from 1,251
Change+1 (+0%)
Value$469.4K (+$6.0K)
Filed 2026-10-20
Adelphi Trust Co
DECREASED
Shares1,251 from 1,436
Change-185 (-13%)
Value$468.2K (-$63.2K)
Filed 2026-10-05
TrueWealth Advisors, LLC
INCREASED
Shares1,251 from 1,250
Change+1 (+0%)
Value$468.1K (+$5.7K)
Filed 2026-10-09
Bauman Advisory Group, LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$468.3K (+$5.5K)
Filed 2026-10-29
InTrack Investment Management Inc
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$467.8K (+$5.3K)
Filed 2026-10-15
Cushing Capital Partners, LLC
NEW
Shares1,249
Change+1,249
Value$467.4K
Filed 2026-10-20
Costello Asset Management, Inc
DECREASED
Shares1,248 from 1,371
Change-123 (-9%)
Value$467.0K (-$40.4K)
Filed 2026-10-30
Demars Financial Group, LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$467.2K (+$5.2K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$466.7K (+$5.2K)
Filed 2026-10-19
North Capital, Inc.
INCREASED
Shares1,245 from 1,239
Change+6 (+0%)
Value$474.9K (+$16.3K)
Filed 2026-10-16
Artesa Financial Group, LLC
DECREASED
Shares1,244 from 1,266
Change-22 (-2%)
Value$465.7K (-$2.6K)
Filed 2026-10-29
Private Client Services, LLC
DECREASED
Shares1,237 from 1,418
Change-181 (-13%)
Value$462.8K (-$62.0K)
Filed 2026-10-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,231 from 1,240
Change-9 (-1%)
Value$460.7K (+$2.0K)
Filed 2026-10-23
Financial & Tax Architects, LLC
DECREASED
Shares1,229 from 1,288
Change-59 (-5%)
Value$459.9K (-$16.7K)
Filed 2026-10-15
Cooper S Advisors, LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$459.2K (+$5.2K)
Filed 2026-11-03
MKT Advisors LLC
DECREASED
Shares1,225 from 1,523
Change-298 (-20%)
Value$465.0K (-$97.8K)
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares1,224 from 726
Change+498 (+69%)
Value$458.2K (+$189.6K)
Filed 2026-10-09
Diversified Investment Strategies, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$456.6K (+$5.1K)
Filed 2026-10-28
Oak Harvest Investment Services
INCREASED
Shares1,219 from 1,216
Change+3 (+0%)
Value$456.1K (+$6.0K)
Filed 2026-10-20
Schulz Wealth, Ltd.
INCREASED
Shares1,218 from 902
Change+316 (+35%)
Value$456.0K (+$122.1K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,217 from 1,203
Change+14 (+1%)
Value$455.5K (+$10.3K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares1,216 from 1,184
Change+32 (+3%)
Value$454.9K (+$16.8K)
Filed 2026-11-02
Essex Investment Management Co LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$451.3K (+$5.1K)
Filed 2026-10-19
G&S Capital LLC
INCREASED
Shares1,203 from 1,121
Change+82 (+7%)
Value$450.4K (+$35.6K)
Filed 2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$448.7K (+$5.0K)
Filed 2026-10-22
McGrath & Associates, Inc.
INCREASED
Shares1,197 from 1,111
Change+86 (+8%)
Value$447.9K (+$36.9K)
Filed 2026-10-27
Occidental Asset Management, LLC
INCREASED
Shares1,194 from 1,043
Change+151 (+14%)
Value$447.0K (+$61.0K)
Filed 2026-11-05
American State Bank (Iowa)
INCREASED
Shares1,192 from 1,017
Change+175 (+17%)
Value$446.1K (+$69.8K)
Filed 2026-11-03
Succession Financial, Inc.
INCREASED
Shares1,190 from 1,167
Change+23 (+2%)
Value$445.3K (+$13.5K)
Filed 2026-10-14
Paragon Capital Management Ltd
INCREASED
Shares1,179 from 1,177
Change+2 (+0%)
Value$441.1K (+$5.3K)
Filed 2026-10-09
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$440.5K (+$4.9K)
Filed 2026-11-05
Andina Capital Management, LLC
INCREASED
Shares1,176 from 999
Change+177 (+18%)
Value$440.2K (+$70.5K)
Filed 2026-10-21
Voisard Asset Management Group, Inc.
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$440.1K (+$4.9K)
Filed 2026-10-13
Lighthouse Financial LLC
NEW
Shares1,174
Change+1,174
Value$439.4K
Filed 2026-10-23
Cambridge Capital Management, LLC
INCREASED
Shares1,174 from 1,171
Change+3 (+0%)
Value$439.2K (+$6.0K)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares1,172 from 999
Change+173 (+17%)
Value$439.0K (+$68.9K)
Filed 2026-10-15
Halter Ferguson Financial Inc.
DECREASED
Shares1,171 from 2,698
Change-1,527 (-57%)
Value$438.2K (-$560.1K)
Filed 2026-10-21
Noble Family Wealth, LLC
DECREASED
Shares1,171 from 1,327
Change-156 (-12%)
Value$438.2K (-$52.8K)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares1,167 from 1,357
Change-190 (-14%)
Value$436.7K (-$65.4K)
Filed 2026-10-15
SFE Investment Counsel
NEW
Shares1,165
Change+1,165
Value$436.0K
Filed 2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$434.8K (+$4.9K)
Filed 2026-10-07
Bannerman Wealth Management Group, LLC
INCREASED
Shares1,161 from 1,071
Change+90 (+8%)
Value$434.4K (+$38.1K)
Filed 2026-10-09
World Equity Group, Inc.
DECREASED
Shares1,160 from 2,847
Change-1,687 (-59%)
Value$434.2K (-$619.2K)
Filed 2026-10-14
Elevate Wealth Advisory, Inc
INCREASED
Shares1,160 from 1,152
Change+8 (+1%)
Value$434.1K (+$7.8K)
Filed 2026-10-29
Crumly & Associates Inc.
INCREASED
Shares1,159 from 839
Change+320 (+38%)
Value$433.6K (+$123.1K)
Filed 2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,158 from 874
Change+284 (+32%)
Value$433.3K (+$109.8K)
Filed 2026-11-05
Avid Wealth Partners LLC
INCREASED
Shares1,155 from 866
Change+289 (+33%)
Value$432.4K (+$112.1K)
Filed 2026-11-03
Straight Path Wealth Management
INCREASED
Shares1,153 from 955
Change+198 (+21%)
Value$431.4K (+$78.1K)
Filed 2026-10-23
AAF Wealth Management, LLC
DECREASED
Shares1,148 from 1,207
Change-59 (-5%)
Value$429.6K (-$17.0K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,148 from 1,128
Change+20 (+2%)
Value$429.6K (+$12.2K)
Filed 2026-10-09
Wolff Financial Management LLC
INCREASED
Shares1,146 from 1,144
Change+2 (+0%)
Value$428.8K (+$5.4K)
Filed 2026-10-23
Poehling Capital Management, Inc.
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$428.9K (+$4.8K)
Filed 2026-10-20
Gould Asset Management LLC
DECREASED
Shares1,145 from 1,175
Change-30 (-3%)
Value$428.5K (-$6.3K)
Filed 2026-11-06
Valpey Financial Services, LLC
INCREASED
Shares1,144 from 1,142
Change+2 (+0%)
Value$428.2K (+$5.6K)
Filed 2026-10-30
Villere ST Denis J & Co LLC
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$427.0K (+$4.8K)
Filed 2026-11-04
Walker Asset Management, LLC
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$425.9K (+$4.8K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$419.8K ($0)
Filed 2026-10-06
Mach-1 Financial Group, LLC
NEW
Shares1,132
Change+1,132
Value$423.7K
Filed 2026-11-06
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$422.9K (+$4.7K)
Filed 2026-10-22
Walker Financial Services, Inc.
INCREASED
Shares1,127 from 1,051
Change+76 (+7%)
Value$422.0K (+$32.9K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares1,125 from 1,136
Change-11 (-1%)
Value$421.0K (+$806)
Filed 2026-10-20
Solitude Financial Services
INCREASED
Shares1,121 from 782
Change+339 (+43%)
Value$419.5K (+$130.2K)
Filed 2026-10-26
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$419.7K (+$4.7K)
Filed 2026-10-06
Tectonic Advisors LLC
INCREASED
Shares1,118 from 1,087
Change+31 (+3%)
Value$418.3K (+$16.1K)
Filed 2026-10-22
Jamison Private Wealth Management, Inc.
DECREASED
Shares1,115 from 3,474
Change-2,359 (-68%)
Value$417.2K (-$868.2K)
Filed 2026-10-14
Burkett Financial Services, LLC
NEW
Shares1,113
Change+1,113
Value$416.6K
Filed 2026-10-01
Client 1ST Advisory Group, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$415.6K (+$4.7K)
Filed 2026-10-19
Purus Wealth Management, LLC
DECREASED
Shares1,109 from 1,156
Change-47 (-4%)
Value$415.0K (-$12.7K)
Filed 2026-10-15
Capital Squared Financial LLC
INCREASED
Shares1,108 from 1,031
Change+77 (+7%)
Value$414.5K (+$33.0K)
Filed 2026-10-30
Cornerstone Planning Group LLC
DECREASED
Shares1,101 from 1,149
Change-48 (-4%)
Value$420.5K (-$3.3K)
Filed 2026-10-16
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$411.7K (+$4.6K)
Filed 2026-11-04
Northwest Financial Advisors
INCREASED
Shares1,090 from 1,087
Change+3 (+0%)
Value$408.0K (+$5.7K)
Filed 2026-10-27
Charter Capital Management, Llc\de
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$407.5K (+$4.6K)
Filed 2026-10-28
Planned Solutions, Inc.
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$406.8K (+$4.6K)
Filed 2026-10-19
Gainplan LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$404.2K (+$4.5K)
Filed 2026-10-09
Forte Asset Management LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$404.2K (+$4.5K)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares1,079 from 1,076
Change+3 (+0%)
Value$403.8K (+$5.5K)
Filed 2026-11-05
One Advisory Partners, LLC
INCREASED
Shares1,074 from 645
Change+429 (+67%)
Value$401.9K (+$163.3K)
Filed 2026-10-22
CPC Advisors, LLC
INCREASED
Shares1,071 from 865
Change+206 (+24%)
Value$400.6K (+$80.6K)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
INCREASED
Shares1,071 from 1,068
Change+3 (+0%)
Value$400.7K (+$5.4K)
Filed 2026-11-02
Rise Advisors, LLC
INCREASED
Shares1,067 from 1,057
Change+10 (+1%)
Value$399.5K (+$8.5K)
Filed 2026-10-16
J. Team Financial, Inc.
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$396.8K (+$4.5K)
Filed 2026-11-03
AK Global Asset Management, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$396.7K (+$4.5K)
Filed 2026-10-27
Foundry Financial LLC
INCREASED
Shares1,056 from 720
Change+336 (+47%)
Value$395.1K (+$128.7K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares1,055 from 758
Change+297 (+39%)
Value$394.7K (+$114.1K)
Filed 2026-10-16
Lakeshore Financial Planning, Inc.
NEW
Shares1,054
Change+1,054
Value$394.4K
Filed 2026-10-13
Plan A Wealth LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$394.4K (+$4.4K)
Filed 2026-10-08
Go Invest LLC
INCREASED
Shares1,050 from 483
Change+567 (+117%)
Value$393.1K (+$214.2K)
Filed 2026-10-09
Smith Partners Wealth Management, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$393.0K (+$4.4K)
Filed 2026-11-05
Belvedere Trading LLC
NEW
Shares1,049
Change+1,049
Value$392.6K
Filed 2026-11-05
Old Port Advisors
INCREASED
Shares1,049 from 994
Change+55 (+6%)
Value$392.6K (+$25.0K)
Filed 2026-10-23
Accredited Investor Services, LLC
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$392.6K (+$4.4K)
Filed 2026-10-22
First Affirmative Financial Network
NEW
Shares1,048
Change+1,048
Value$392.3K
Filed 2026-10-21
Tepp RIA, LLC
INCREASED
Shares1,047 from 1,037
Change+10 (+1%)
Value$391.8K (+$8.1K)
Filed 2026-10-14
Carret Asset Management, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$391.5K (+$4.5K)
Filed 2026-11-04
Invera Wealth Advisors, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$389.2K (+$4.4K)
Filed 2026-10-28
Hobart Private Capital, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$386.6K (+$4.3K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED
Shares1,030 from 981
Change+49 (+5%)
Value$385.5K (+$22.4K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares1,028
Change+1,028
Value$380.5K
Filed 2026-10-29
Wealth Science Advisors LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$382.8K (+$4.3K)
Filed 2026-10-09
International Private Wealth Advisors LLC
INCREASED
Shares1,017 from 939
Change+78 (+8%)
Value$380.7K (+$33.4K)
Filed 2026-11-05
Independent Wealth Advisors LLC
INCREASED
Shares1,015 from 1,011
Change+4 (+0%)
Value$379.8K (+$5.6K)
Filed 2026-10-27
Wernau Asset Management Inc.
INCREASED
Shares1,014 from 1,013
Change+1 (+0%)
Value$379.8K (+$5.0K)
Filed 2026-10-19
Ddfg, Inc
INCREASED
Shares1,005 from 1,002
Change+3 (+0%)
Value$376.0K (+$5.2K)
Filed 2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,003 from 1,001
Change+2 (+0%)
Value$375.2K (+$4.8K)
Filed 2026-10-28
WMS Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$374.2K (+$4.2K)
Filed 2026-11-06
Amarillo National Bank
INCREASED
Shares996 from 962
Change+34 (+4%)
Value$372.7K (+$16.8K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
DECREASED
Shares994 from 1,093
Change-99 (-9%)
Value$372.1K (-$31.6K)
Filed 2026-10-09
Wheelhouse Advisory Group LLC
DECREASED
Shares994 from 1,088
Change-94 (-9%)
Value$371.9K (-$30.8K)
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares994 from 993
Change+1 (+0%)
Value$372.1K (+$4.6K)
Filed 2026-10-20
Private Management Group Inc
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$371.9K (+$4.2K)
Filed 2026-11-04
LiftPoint Family Wealth Advisors LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$371.4K (+$4.2K)
Filed 2026-11-03
Pavion Blue Capital, LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$367.9K (+$4.1K)
Filed 2026-11-05
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$366.4K (+$4.1K)
Filed 2026-10-08
Arrow Financial Corp
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$366.0K (+$4.1K)
Filed 2026-10-26
Blue Water Asset Management
INCREASED
Shares970 from 965
Change+5 (+1%)
Value$362.9K (+$5.9K)
Filed 2026-11-04
Foronjy Financial LLC
NEW
Shares969
Change+969
Value$362.6K
Filed 2026-10-14
Burk Holdings LLC
DECREASED
Shares969 from 1,009
Change-40 (-4%)
Value$362.7K (-$10.7K)
Filed 2026-11-05
River Street Advisors LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$361.5K (+$4.1K)
Filed 2026-10-22
HMS Capital Management, LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$361.1K (+$4.1K)
Filed 2026-10-20
Fortis Group Advisors, LLC
DECREASED
Shares960 from 8,481
Change-7,521 (-89%)
Value$359.3K (-$2.8M)
Filed 2026-11-06
Mengis Capital Management, Inc.
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$359.3K (+$4.0K)
Filed 2026-10-13
McCollum Christoferson Group LLC
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$357.8K (+$4.0K)
Filed 2026-10-13
Guardian Capital, LLC
DECREASED
Shares951 from 1,231
Change-280 (-23%)
Value$355.9K (-$99.8K)
Filed 2026-11-06
Lifelong Wealth Advisors, Inc.
INCREASED
Shares951 from 788
Change+163 (+21%)
Value$356.0K (+$64.3K)
Filed 2026-10-19
Clark Financial Services Group Inc
INCREASED
Shares950 from 943
Change+7 (+1%)
Value$355.4K (+$6.6K)
Filed 2026-10-19
Cache Advisors, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$355.5K (+$4.0K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$355.4K (+$4.0K)
Filed 2026-10-09
Orin Green Financial, LLC
DECREASED
Shares948 from 1,088
Change-140 (-13%)
Value$354.8K (-$47.8K)
Filed 2026-10-19
Uniting Wealth Partners, LLC
INCREASED
Shares943 from 766
Change+177 (+23%)
Value$352.8K (+$69.3K)
Filed 2026-11-06
Peachtree Investment Partners, LLC
INCREASED
Shares942 from 940
Change+2 (+0%)
Value$352.4K (+$4.7K)
Filed 2026-11-05
AWM Capital, LLC
DECREASED
Shares940 from 944
Change-4 (0%)
Value$352.0K (+$2.5K)
Filed 2026-10-16
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares939 from 998
Change-59 (-6%)
Value$351.6K (-$17.7K)
Filed 2026-10-07
Silver Lake Advisory, LLC
INCREASED
Shares937 from 935
Change+2 (+0%)
Value$350.6K (+$4.8K)
Filed 2026-10-22
Rockport Wealth LLC
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$349.5K (+$3.9K)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
INCREASED
Shares931 from 906
Change+25 (+3%)
Value$348.5K (+$13.2K)
Filed 2026-10-20
Point Nemo Capital, LLC
DECREASED
Shares930 from 10,062
Change-9,132 (-91%)
Value$348.0K (-$3.4M)
Filed 2026-11-03
Absher Wealth Management, LLC
INCREASED
Shares930 from 900
Change+30 (+3%)
Value$348.0K (+$15.0K)
Filed 2026-11-02
Dala Group, LLC
INCREASED
Shares929 from 730
Change+199 (+27%)
Value$347.5K (+$77.4K)
Filed 2026-10-29
Eagle Harbor Asset Management Inc
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$346.5K (+$3.9K)
Filed 2026-10-21
Sims Investment Management, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$346.6K (+$3.9K)
Filed 2026-10-13
Frisco Financial Planning LLC
DECREASED
Shares920 from 945
Change-25 (-3%)
Value$344.2K (-$5.7K)
Filed 2026-10-05
Vestor Capital, LLC
DECREASED
Shares917 from 3,355
Change-2,438 (-73%)
Value$138 (-$2.2K)
Filed 2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$339.1K ($0)
Filed 2026-10-13
Hudson Oak Wealth Advisory LLC
INCREASED
Shares914 from 815
Change+99 (+12%)
Value$342.1K (+$40.5K)
Filed 2026-10-16
Raub Brock Capital Management LP
NEW
Shares912
Change+912
Value$341.5K
Filed 2026-10-21
Centerpoint Advisory Group
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$341.3K (+$3.8K)
Filed 2026-10-23
GLR Partners, LLC
INCREASED
Shares911 from 881
Change+30 (+3%)
Value$340.9K (+$14.9K)
Filed 2026-11-04
Provident Investment Management, Inc.
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$340.6K (+$3.8K)
Filed 2026-10-23
Prism Planning Partners LLC
INCREASED
Shares909 from 578
Change+331 (+57%)
Value$340.2K (+$126.3K)
Filed 2026-10-27
Fortem Financial Group, LLC
DECREASED
Shares909 from 943
Change-34 (-4%)
Value$340.2K (-$8.8K)
Filed 2026-10-20
Strategic Wealth Investment Group, LLC
INCREASED
Shares909 from 891
Change+18 (+2%)
Value$340.0K (+$10.3K)
Filed 2026-10-29
Sloy Dahl & Holst, LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$340.4K (+$4.0K)
Filed 2026-10-14
Sutton Place Investors LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$340.2K (+$3.8K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
DECREASED
Shares907 from 1,027
Change-120 (-12%)
Value$339.4K (-$40.6K)
Filed 2026-10-15
LCW Services, LLC
DECREASED
Shares906 from 1,108
Change-202 (-18%)
Value$339.2K (-$70.9K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares905 from 998
Change-93 (-9%)
Value$346.3K (-$22.2K)
Filed 2026-10-09
Journey Beyond Wealth, LLC
DECREASED
Shares901 from 911
Change-10 (-1%)
Value$337.3K (+$177)
Filed 2026-11-04
Woodward Financial Advisors, Inc.
DECREASED
Shares900 from 945
Change-45 (-5%)
Value$337.0K (-$12.6K)
Filed 2026-10-19
St. Clair Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$336.8K (+$3.8K)
Filed 2026-10-13
Code Waechter LLC
DECREASED
Shares899 from 915
Change-16 (-2%)
Value$336.6K (-$2.1K)
Filed 2026-10-23
Auxano Advisors, LLC
NEW
Shares896
Change+896
Value$335.3K
Filed 2026-11-06
Fell Capital Management
INCREASED
Shares896 from 856
Change+40 (+5%)
Value$335.3K (+$18.6K)
Filed 2026-10-09
Headland Capital, LLC
INCREASED
Shares889 from 832
Change+57 (+7%)
Value$332.8K (+$24.9K)
Filed 2026-11-06
Future Financial Wealth Managment LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$332.3K (+$8.5K)
Filed 2026-10-15
Range Financial Group LLC
DECREASED
Shares881 from 1,923
Change-1,042 (-54%)
Value$329.6K (-$381.8K)
Filed 2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED
Shares881 from 873
Change+8 (+1%)
Value$329.7K (+$6.7K)
Filed 2026-10-14
Nicholas Wealth, Llc.
INCREASED
Shares881 from 879
Change+2 (+0%)
Value$329.9K (+$4.5K)
Filed 2026-10-26
Nicollet Investment Management, Inc.
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$330 (-$325.7K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
INCREASED
Shares880 from 876
Change+4 (+0%)
Value$329.4K (+$5.2K)
Filed 2026-10-28
Henderson Brothers Financial Partners, LLC
DECREASED
Shares879 from 1,383
Change-504 (-36%)
Value$329.0K (-$182.8K)
Filed 2026-11-03
Miller Financial Services LLC
NEW
Shares878
Change+878
Value$328.6K
Filed 2026-10-20
Tounjian Advisory Partners, LLC
INCREASED
Shares878 from 876
Change+2 (+0%)
Value$328.7K (+$4.5K)
Filed 2026-11-04
Zeit Capital LLC
INCREASED
Shares877 from 843
Change+34 (+4%)
Value$328.2K (+$16.3K)
Filed 2026-10-19
Elyxium Wealth, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$328.2K (+$3.7K)
Filed 2026-10-27
Glass Wealth Management Co LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$328.2K (+$3.7K)
Filed 2026-10-28
Central Valley Advisors, LLC
DECREASED
Shares875 from 919
Change-44 (-5%)
Value$327.5K (-$12.8K)
Filed 2026-10-27
Collier Financial
INCREASED
Shares874 from 871
Change+3 (+0%)
Value$327.2K (+$5.0K)
Filed 2026-11-06
Pearl Planning LLC
INCREASED
Shares873 from 800
Change+73 (+9%)
Value$326.8K (+$30.7K)
Filed 2026-10-13
Tillman Hartley LLC
DECREASED
Shares869 from 26,720
Change-25,851 (-97%)
Value$325.2K (-$2.6M)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
INCREASED
Shares869 from 738
Change+131 (+18%)
Value$325.2K (+$52.2K)
Filed 2026-10-20
Diligent Investors, LLC
INCREASED
Shares867 from 866
Change+1 (+0%)
Value$324.4K (+$4.1K)
Filed 2026-10-21
JHP Wealth Management, LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$323.4K (+$3.6K)
Filed 2026-11-06
Iams Wealth Management, LLC
INCREASED
Shares860 from 859
Change+1 (+0%)
Value$322.5K (+$4.4K)
Filed 2026-10-15
Heritage Wealth Management, Inc. s
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$321.6K (+$3.6K)
Filed 2026-11-06
Kennedy Investment Group, Inc.
DECREASED
Shares858 from 979
Change-121 (-12%)
Value$320.9K (-$41.5K)
Filed 2026-10-21
1834 Investment Advisors Co
DECREASED
Shares847 from 867
Change-20 (-2%)
Value$317.0K (-$3.8K)
Filed 2026-10-16
Excalibur Management Corp
DECREASED
Shares845 from 846
Change-1 (0%)
Value$316.1K (+$3.2K)
Filed 2026-11-02
Wedgewood Investors Inc
DECREASED
Shares842 from 850
Change-8 (-1%)
Value$315.1K (+$576)
Filed 2026-10-28
Finward Bancorp
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$314.7K (+$3.5K)
Filed 2026-10-14
Lynch Investment Planning, LLC
NEW
Shares840
Change+840
Value$314.4K
Filed 2026-10-27
Riverbridge Partners LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$314.0K (+$3.5K)
Filed 2026-11-05
Monarch Capital Management Inc
INCREASED
Shares838 from 758
Change+80 (+11%)
Value$313.6K (+$33.1K)
Filed 2026-10-19
Taylor Securities Services, Inc.
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$312.9K (+$3.5K)
Filed 2026-10-20
Grant Private Wealth Management Inc
INCREASED
Shares835 from 752
Change+83 (+11%)
Value$312.6K (+$34.4K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares835 from 804
Change+31 (+4%)
Value$312.5K (+$15.1K)
Filed 2026-10-29
Columbia Bank
NEW
Shares833
Change+833
Value$311.7K
Filed 2026-10-29
Sterling Investment Counsel, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$311.7K (+$3.5K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares832
Change+832
Value$311.4K
Filed 2026-10-19
FSA Investment Group, LLC
INCREASED
Shares831 from 829
Change+2 (+0%)
Value$310.9K (+$4.3K)
Filed 2026-10-07
Alterna Wealth Management, Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$310.6K (+$3.5K)
Filed 2026-10-27
Fortune Financial Group, Inc.
DECREASED
Shares828 from 927
Change-99 (-11%)
Value$309.9K (-$33.2K)
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$309.2K (+$3.6K)
Filed 2026-10-01
Kingdom Financial Group Llc.
INCREASED
Shares825 from 574
Change+251 (+44%)
Value$308.8K (+$96.4K)
Filed 2026-11-04
Meridian Management Co
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$308.0K (+$3.5K)
Filed 2026-11-06
Lauer Wealth, LLC
DECREASED
Shares821 from 2,417
Change-1,596 (-66%)
Value$311.6K (-$585.5K)
Filed 2026-10-13
Hibernia Wealth Partners, LLC
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$307.2K (+$3.7K)
Filed 2026-10-29
Persium Advisors, LLC
DECREASED
Shares818 from 848
Change-30 (-4%)
Value$306.1K (-$7.7K)
Filed 2026-10-07
Bryant Woods Investment Advisors, LLC
INCREASED
Shares817 from 815
Change+2 (+0%)
Value$305.7K (+$4.0K)
Filed 2026-10-26
Cottage Street Advisors LLC
INCREASED
Shares815 from 787
Change+28 (+4%)
Value$305.1K (+$14.0K)
Filed 2026-10-19
Howard Bailey Securities, LLC
INCREASED
Shares811 from 809
Change+2 (+0%)
Value$303.4K (+$3.9K)
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$300.1K (+$3.4K)
Filed 2026-11-03
Laurel Wealth Planning LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$299.4K (+$3.4K)
Filed 2026-11-02
Orrstown Financial Services Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$299.4K (+$3.4K)
Filed 2026-10-14
Welch Financial Planning, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$299.2K (+$3.4K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
INCREASED
Shares792 from 610
Change+182 (+30%)
Value$296.4K (+$70.7K)
Filed 2026-11-02
Wealth Quarterback LLC
NEW
Shares791
Change+791
Value$295.9K
Filed 2026-10-20
Correct Capital Wealth Management
DECREASED
Shares790 from 791
Change-1 (0%)
Value$295.9K (+$3.3K)
Filed 2026-11-02
Fidato Wealth LLC
NEW
Shares787
Change+787
Value$294.5K
Filed 2026-10-13
Mcrae Capital Management Inc
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$294.2K (+$3.3K)
Filed 2026-10-15
Babb Wealth Advisors LLC
INCREASED
Shares785 from 654
Change+131 (+20%)
Value$293.8K (+$51.8K)
Filed 2026-10-30
Peak Wealth Management LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$296.0K (+$5.5K)
Filed 2026-10-26
Mindset Wealth Management, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$292.9K (+$3.3K)
Filed 2026-10-19
Mendel Money Management
DECREASED
Shares782 from 791
Change-9 (-1%)
Value$292.7K (-$46)
Filed 2026-11-02
Core Wealth Partners LLC
DECREASED
Shares778 from 832
Change-54 (-6%)
Value$291.2K (-$16.8K)
Filed 2026-11-02
Stonebridge Financial Planning Group, LLC
INCREASED
Shares777 from 737
Change+40 (+5%)
Value$290.7K (+$18.1K)
Filed 2026-11-06
Sentinel Pension Advisors, LLC
INCREASED
Shares776 from 696
Change+80 (+11%)
Value$290.4K (+$35.0K)
Filed 2026-11-02
Mustard Seed Financial, LLC
INCREASED
Shares775 from 719
Change+56 (+8%)
Value$290.0K (+$24.0K)
Filed 2026-10-30
Community Trust & Investment Co
DECREASED
Shares774 from 886
Change-112 (-13%)
Value$289.7K (-$38.2K)
Filed 2026-10-15
Brucke Financial, Inc.
DECREASED
Shares774 from 778
Change-4 (-1%)
Value$289.5K (+$1.8K)
Filed 2026-10-23
Maltin Wealth Management, Inc.
INCREASED
Shares774 from 772
Change+2 (+0%)
Value$289.5K (+$3.9K)
Filed 2026-10-13
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$289.6K (+$3.3K)
Filed 2026-10-16
Woodstock Corp
DECREASED
Shares772 from 882
Change-110 (-12%)
Value$289.1K (-$37.4K)
Filed 2026-10-13
Arch Global Advisors, LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$288.5K (+$3.2K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
DECREASED
Shares770 from 2,515
Change-1,745 (-69%)
Value$288.1K (-$642.7K)
Filed 2026-10-26
Matisse Capital
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$288.2K (+$3.2K)
Filed 2026-10-29
ADE, LLC
NEW
Shares765
Change+765
Value$286.3K
Filed 2026-10-29
Riggs Asset Managment Co. Inc.
DECREASED
Shares763 from 765
Change-2 (0%)
Value$285.5K (+$2.5K)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$284.5K (+$3.2K)
Filed 2026-11-05
Broussard Financial Group LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$284.4K (+$3.2K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$283.7K (+$3.2K)
Filed 2026-10-16
Ironwood Wealth Management, Llc.
INCREASED
Shares756 from 358
Change+398 (+111%)
Value$282.9K (+$150.5K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares756 from 701
Change+55 (+8%)
Value$283.0K (+$23.5K)
Filed 2026-10-23
Portland Financial Advisors Inc
INCREASED
Shares751 from 571
Change+180 (+32%)
Value$281.2K (+$69.9K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares750
Change+750
Value$283
Filed 2026-10-02
SWP Financial LLC
DECREASED
Shares750 from 777
Change-27 (-3%)
Value$280.7K (-$6.8K)
Filed 2026-10-23
Two West Capital Advisors LLC
DECREASED
Shares749 from 773
Change-24 (-3%)
Value$281.0K (-$2.1K)
Filed 2026-10-15
Torray Investment Partners LLC
INCREASED
Shares747 from 745
Change+2 (+0%)
Value$279.4K (+$3.7K)
Filed 2026-10-30
Rubicon Advisors, GP
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$279.2K (+$3.1K)
Filed 2026-10-23
Prosperitas Financial LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$278.8K (+$3.1K)
Filed 2026-10-28
Cyr Financial Inc.
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$278.4K (+$3.1K)
Filed 2026-10-16
Verity Asset Management, Inc.
DECREASED
Shares743 from 750
Change-7 (-1%)
Value$278.3K (+$582)
Filed 2026-10-30
Aljian Capital Management, LLC
INCREASED
Shares742 from 606
Change+136 (+22%)
Value$277.7K (+$53.6K)
Filed 2026-10-28
Haven Private, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$276.9K (+$3.1K)
Filed 2026-10-27
Mlp3, LLC
NEW
Shares737
Change+737
Value$275.8K
Filed 2026-10-22
Somnio Financial Group, LLC
INCREASED
Shares737 from 679
Change+58 (+9%)
Value$275.8K (+$24.6K)
Filed 2026-10-26
Hoge Financial Services, LLC
INCREASED
Shares737 from 735
Change+2 (+0%)
Value$275.7K (+$3.8K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$273.9K (+$3.1K)
Filed 2026-10-23
Guidance Point Advisors, LLC
INCREASED
Shares731 from 700
Change+31 (+4%)
Value$274.7K (+$14.8K)
Filed 2026-10-15
Home Federal Bank of Tennessee
DECREASED
Shares728 from 729
Change-1 (0%)
Value$272.4K (+$2.7K)
Filed 2026-10-15
Financial Life Advisors
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$272.4K (+$3.1K)
Filed 2026-10-14
Rakuten Securities, Inc.
INCREASED
Shares727 from 613
Change+114 (+19%)
Value$272.1K (+$45.2K)
Filed 2026-11-02
Spectrum Financial Alliance Ltd LLC
DECREASED
Shares726 from 729
Change-3 (0%)
Value$271.7K (+$1.9K)
Filed 2026-10-29
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$271.6K (+$3.1K)
Filed 2026-10-22
Clean Yield Group
DECREASED
Shares725 from 735
Change-10 (-1%)
Value$271.3K (-$550)
Filed 2026-10-28
Golden Bell Financial Planning LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$271.3K (+$3.0K)
Filed 2026-11-02
LaFleur & Godfrey LLC
DECREASED
Shares721 from 926
Change-205 (-22%)
Value$269.7K (-$72.8K)
Filed 2026-10-27
Baring Financial LLC
INCREASED
Shares720 from 631
Change+89 (+14%)
Value$269.4K (+$35.9K)
Filed 2026-10-07
Buckhead Capital Management LLC
INCREASED
Shares719 from 713
Change+6 (+1%)
Value$269.1K (+$5.2K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares718 from 627
Change+91 (+15%)
Value$268.7K (+$36.7K)
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$267.9K (-$5.4K)
Filed 2026-10-26
Keenan, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$267.0K (+$3.0K)
Filed 2026-10-23
WealthPoint Financial, LLC
INCREASED
Shares707 from 694
Change+13 (+2%)
Value$264.6K (+$7.8K)
Filed 2026-11-03
Braun Stacey Associates Inc
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$264.6K (+$3.0K)
Filed 2026-10-19
Compass Financial Services Inc
INCREASED
Shares706 from 703
Change+3 (+0%)
Value$264.5K (+$4.4K)
Filed 2026-11-06
Well Done, LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$264.2K (+$3.0K)
Filed 2026-10-20
Aspen Private Advisors, LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$264.2K (+$3.0K)
Filed 2026-10-27
Stewardship Advisors, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$263.9K (+$3.0K)
Filed 2026-10-20
Dorato Capital Management
DECREASED
Shares703 from 718
Change-15 (-2%)
Value$267.9K (+$273)
Filed 2026-10-08
Warburton Capital Management, LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$260.6K (+$1.6K)
Filed 2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED
Shares701 from 700
Change+1 (+0%)
Value$262.3K (+$3.4K)
Filed 2026-10-19
Congress Park Capital LLC
DECREASED
Shares700 from 883
Change-183 (-21%)
Value$261.8K (-$64.8K)
Filed 2026-10-13
TradeWell Securities, Llc.
NEW
Shares693
Change+693
Value$259.4K
Filed 2026-10-21
True Blue Financial, LLC
INCREASED
Shares691 from 648
Change+43 (+7%)
Value$258.6K (+$18.8K)
Filed 2026-10-15
BG Investment Services, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$257.8K (+$3.0K)
Filed 2026-10-23
Hippocratic Financial Advisors, LLC
INCREASED
Shares688 from 687
Change+1 (+0%)
Value$257.5K (+$3.3K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares687 from 685
Change+2 (+0%)
Value$257.0K (+$3.4K)
Filed 2026-11-02
Randolph Co Inc
NEW
Shares686
Change+686
Value$256.7K
Filed 2026-10-23
MPS Loria Financial Planners, LLC
INCREASED
Shares686 from 684
Change+2 (+0%)
Value$256.6K (+$3.3K)
Filed 2026-10-14
Missouri Trust & Investment Co
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$256.4K (+$4.1K)
Filed 2026-11-04
PFC Capital Group, Inc.
DECREASED
Shares684 from 1,177
Change-493 (-42%)
Value$256.0K (-$179.0K)
Filed 2026-11-06
Financial Guidance Group, Inc.
DECREASED
Shares683 from 686
Change-3 (0%)
Value$255.6K (+$1.7K)
Filed 2026-10-21
Decker Wealth Management LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$254.9K (+$2.9K)
Filed 2026-10-09
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares678 from 594
Change+84 (+14%)
Value$253.9K (+$34.0K)
Filed 2026-11-03
Gimbal Financial
INCREASED
Shares678 from 676
Change+2 (+0%)
Value$253.6K (+$3.5K)
Filed 2026-10-19
LVM Capital Management LTD
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$253.6K (+$253.4K)
Filed 2026-10-20
Liberty Atlantic Advisors LLC
DECREASED
Shares673 from 704
Change-31 (-4%)
Value$251.9K (-$8.9K)
Filed 2026-10-14
CFM Wealth Partners LLC
DECREASED
Shares670 from 693
Change-23 (-3%)
Value$250.7K (-$5.7K)
Filed 2026-11-05
Veracity Capital LLC
NEW
Shares668
Change+668
Value$249.9K
Filed 2026-10-08
Frederick Financial Consultants, LLC
INCREASED
Shares668 from 548
Change+120 (+22%)
Value$249.9K (+$47.1K)
Filed 2026-10-29
Retiremitten Financial LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$252.9K (+$6.1K)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$249.2K (+$2.8K)
Filed 2026-10-22
Rydar Equities, Inc.
DECREASED
Shares662 from 849
Change-187 (-22%)
Value$252.3K (-$61.1K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares662 from 622
Change+40 (+6%)
Value$247.7K (+$17.6K)
Filed 2026-10-26
Midway Capital Research & Management
INCREASED
Shares661 from 469
Change+192 (+41%)
Value$247.4K (+$73.8K)
Filed 2026-10-20
waypoint wealth counsel
NEW
Shares660
Change+660
Value$246.9K
Filed 2026-10-22
Lockerman Financial Group, Inc.
DECREASED
Shares656 from 706
Change-50 (-7%)
Value$245.5K (-$15.7K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$244.9K (+$2.7K)
Filed 2026-10-15
Mcdonald Partners LLC
DECREASED
Shares653 from 835
Change-182 (-22%)
Value$244.4K (-$64.6K)
Filed 2026-11-03
ROI Financial Advisors, LLC
DECREASED
Shares653 from 789
Change-136 (-17%)
Value$244.4K (-$47.5K)
Filed 2026-10-19
Genesis Private Wealth, LLC
DECREASED
Shares653 from 655
Change-2 (0%)
Value$244.4K (+$2.0K)
Filed 2026-11-02
Directional Asset Management
INCREASED
Shares652 from 650
Change+2 (+0%)
Value$243.8K (+$3.2K)
Filed 2026-10-22
ProVise Management Group, LLC
DECREASED
Shares651 from 962
Change-311 (-32%)
Value$243.6K (-$112.3K)
Filed 2026-11-06
Cogent Private Wealth, Inc.
DECREASED
Shares650 from 976
Change-326 (-33%)
Value$243.3K (-$117.9K)
Filed 2026-11-06
SageOak Financial, LLC
DECREASED
Shares649 from 655
Change-6 (-1%)
Value$242.9K (+$506)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
DECREASED
Shares648 from 737
Change-89 (-12%)
Value$242.4K (-$30.3K)
Filed 2026-10-15
Middleton & Co Inc
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$242.1K (+$2.7K)
Filed 2026-10-23
Steinberganna Wealth Management
INCREASED
Shares646 from 579
Change+67 (+12%)
Value$241.7K (+$27.5K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
DECREASED
Shares645 from 677
Change-32 (-5%)
Value$241.4K (+$241.2K)
Filed 2026-11-06
MBE Wealth Management, LLC
DECREASED
Shares643 from 728
Change-85 (-12%)
Value$240.6K (-$28.8K)
Filed 2026-10-26
Stephenson & Company, Inc.
NEW
Shares642
Change+642
Value$240.3K
Filed 2026-10-30
Baker Boyer National Bank
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$239.5K (+$2.7K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$239.6K (+$2.7K)
Filed 2026-10-13
BNB Wealth Management, LLC
INCREASED
Shares639 from 590
Change+49 (+8%)
Value$239.1K (+$21.0K)
Filed 2026-10-28
4Thought Financial Group Inc.
INCREASED
Shares638 from 628
Change+10 (+2%)
Value$238.9K (+$6.4K)
Filed 2026-11-02
Mann Financial Group, Inc.
DECREASED
Shares635 from 665
Change-30 (-5%)
Value$237.6K (-$8.4K)
Filed 2026-10-15
Central Bank & Trust Co
INCREASED
Shares635 from 625
Change+10 (+2%)
Value$237.6K (+$6.4K)
Filed 2026-10-09
Jacobs & Co
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$237 (+$3)
Filed 2026-10-09
Meritas Wealth Management, LLC
INCREASED
Shares633 from 632
Change+1 (+0%)
Value$237.1K (+$3.2K)
Filed 2026-10-14
Chapman Investment Management, LLC
NEW
Shares632
Change+632
Value$236.5K
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED
Shares632 from 788
Change-156 (-20%)
Value$236.5K (-$55.0K)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$236.1K (+$2.7K)
Filed 2026-10-16
Dedeker Financial LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$235.8K (+$2.6K)
Filed 2026-10-23
Rezny Wealth Management, Inc.
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$235.8K (+$2.6K)
Filed 2026-10-15
Eagle Bay Advisors LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$235.4K (+$2.6K)
Filed 2026-10-16
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$235.0K (+$2.6K)
Filed 2026-11-06
Luken Investment Analytics, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$230.9K (+$2.6K)
Filed 2026-11-06
Sidoxia Capital Management, LLC
DECREASED
Shares616 from 637
Change-21 (-3%)
Value$230.5K (-$5.2K)
Filed 2026-10-28
Nautilus Advisors LLC
NEW
Shares614
Change+614
Value$229.8K
Filed 2026-10-07
Inlight Wealth Management, LLC
NEW
Shares612
Change+612
Value$229.0K
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$228.7K (+$2.6K)
Filed 2026-10-15
Dynamic Financial Group
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$227.6K (+$2.6K)
Filed 2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$227.2K (+$2.5K)
Filed 2026-10-13
John A. Wolfe & Associates, Inc.
INCREASED
Shares606 from 534
Change+72 (+13%)
Value$226.9K (+$29.3K)
Filed 2026-11-06
Fairvoy Private Wealth, LLC
INCREASED
Shares606 from 581
Change+25 (+4%)
Value$226.8K (+$11.8K)
Filed 2026-10-19
Strengthening Families & Communities, LLC
DECREASED
Shares606 from 610
Change-4 (-1%)
Value$226.8K (+$1.2K)
Filed 2026-10-21
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$226.4K (+$2.5K)
Filed 2026-11-05
Benchmark Financial, LLC
DECREASED
Shares603 from 604
Change-1 (0%)
Value$225.8K (+$2.4K)
Filed 2026-10-16
Vivid Wealth Management, LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$224.9K (+$2.5K)
Filed 2026-10-27
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$224.5K (+$2.5K)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$224.5K (+$2.5K)
Filed 2026-10-28
Alternative Investment Advisors, Llc.
DECREASED
Shares599 from 717
Change-118 (-16%)
Value$224.7K (-$40.9K)
Filed 2026-11-03
Sentinel Advisory Group, LLC
DECREASED
Shares597 from 611
Change-14 (-2%)
Value$223.4K (-$2.7K)
Filed 2026-10-20
Helium Advisors LLC
DECREASED
Shares597 from 607
Change-10 (-2%)
Value$223.3K (-$1.2K)
Filed 2026-10-23
Wealth Forward, LLC
DECREASED
Shares596 from 976
Change-380 (-39%)
Value$223.0K (-$138.1K)
Filed 2026-10-14
Ballew Advisors, Inc
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$225.5K (+$5.6K)
Filed 2026-10-05
Consolidated Capital Management, LLC
INCREASED
Shares594 from 592
Change+2 (+0%)
Value$222.1K (+$3.0K)
Filed 2026-10-13
Shoker Investment Counsel, Inc.
INCREASED
Shares593 from 591
Change+2 (+0%)
Value$222.1K (+$3.0K)
Filed 2026-11-04
Brian LOW Financial Group, LLC
NEW
Shares592
Change+592
Value$221.8K
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares591 from 58,925
Change-58,334 (-99%)
Value$224.5K (-$21.6M)
Filed 2026-11-05
First City Capital Management, Inc.
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$220.1K (+$2.5K)
Filed 2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares587 from 586
Change+1 (+0%)
Value$219.6K (+$2.9K)
Filed 2026-10-08
Fiscal Wisdom Wealth Management, LLC
NEW
Shares581
Change+581
Value$217.5K
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares581 from 845
Change-264 (-31%)
Value$217.4K (-$95.3K)
Filed 2026-10-27
Plus Group Wealth Advisors LLC
NEW
Shares579
Change+579
Value$216.6K
Filed 2026-10-19
Clear Wave Wealth Management LLC
NEW
Shares579
Change+579
Value$216.7K
Filed 2026-11-04
Madison Park Capital Advisors, LLC
DECREASED
Shares578 from 3,276
Change-2,698 (-82%)
Value$216.4K (+$4.5K)
Filed 2026-10-28
Burford Brothers, Inc.
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$215.9K (+$2.4K)
Filed 2026-10-21
Xcel Wealth Management, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$215.6K (+$2.4K)
Filed 2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW
Shares574
Change+574
Value$214.8K
Filed 2026-10-13
Fjell Capital, LLC
NEW
Shares574
Change+574
Value$214.9K
Filed 2026-10-13
True Private Wealth Advisors
DECREASED
Shares573 from 581
Change-8 (-1%)
Value$214.5K (-$549)
Filed 2026-10-19
Taylor Financial Group, Inc.
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$213.3K (+$2.4K)
Filed 2026-11-02
Puff Wealth Management, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$212.6K (+$2.4K)
Filed 2026-10-07
Community Financial Services Group, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$213.1K (+$3.4K)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares567 from 566
Change+1 (+0%)
Value$212.3K (+$2.9K)
Filed 2026-10-23
Vima LLC
INCREASED
Shares566 from 565
Change+1 (+0%)
Value$211.7K (+$2.5K)
Filed 2026-10-23
Dupree Financial Group, LLC
DECREASED
Shares565 from 659
Change-94 (-14%)
Value$211.3K (-$32.5K)
Filed 2026-10-09
Nfsg Corp
INCREASED
Shares565 from 523
Change+42 (+8%)
Value$211.4K (+$17.8K)
Filed 2026-10-15
CJM Wealth Advisers, Ltd.
DECREASED
Shares562 from 582
Change-20 (-3%)
Value$210.4K (-$5.0K)
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$210.3K (+$2.4K)
Filed 2026-10-28
Auctus Advisors LLC
DECREASED
Shares561 from 583
Change-22 (-4%)
Value$209.9K (-$5.8K)
Filed 2026-10-23
Connecticut Capital Management Group, LLC
NEW
Shares559
Change+559
Value$209.0K
Filed 2026-10-29
Obsidian CIO, LLC
INCREASED
Shares557 from 360
Change+197 (+55%)
Value$208.5K (+$75.2K)
Filed 2026-11-05
E6 Portfolios, LLC
NEW
Shares554
Change+554
Value$207.4K
Filed 2026-10-26
N10 Wealth, LLC
NEW
Shares553
Change+553
Value$207.0K
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares552 from 793
Change-241 (-30%)
Value$206.6K (-$86.9K)
Filed 2026-10-14
Financial Enhancement Group LLC
INCREASED
Shares552 from 551
Change+1 (+0%)
Value$210.5K (+$6.5K)
Filed 2026-10-08
Tower Trust & Investment Co
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$206.6K (+$2.3K)
Filed 2026-10-28
Hapanowicz & Associates Financial Services, Inc
DECREASED
Shares551 from 608
Change-57 (-9%)
Value$206.2K (-$18.8K)
Filed 2026-10-29
Investment House LLC
DECREASED
Shares550 from 2,642
Change-2,092 (-79%)
Value$205.8K (-$771.8K)
Filed 2026-10-21
TME Financial, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$206.0K (+$2.3K)
Filed 2026-10-14
Chartist Inc
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$205.2K (+$2.3K)
Filed 2026-11-04
Lotus Asset Management LLC
NEW
Shares546
Change+546
Value$204.3K
Filed 2026-10-14
Beacon Financial Planning, Inc
DECREASED
Shares546 from 553
Change-7 (-1%)
Value$204.3K (-$297)
Filed 2026-11-04
Schorn Wealth LLC
INCREASED
Shares545 from 543
Change+2 (+0%)
Value$203.8K (+$2.7K)
Filed 2026-10-14
Arjuna Capital
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$203.6K (+$2.3K)
Filed 2026-11-03
Barr E S & Co
NEW
Shares539
Change+539
Value$201.7K
Filed 2026-11-06
Continuum Wealth Advisors, LLC
DECREASED
Shares537 from 949
Change-412 (-43%)
Value$201.0K (-$150.1K)
Filed 2026-10-20
O'Keefe Stevens Advisory, Inc.
NEW
Shares536
Change+536
Value$200.7K
Filed 2026-10-09
GreatBanc Trust Co
DECREASED
Shares535 from 631
Change-96 (-15%)
Value$200.2K (-$33.3K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$199.5K (+$2.2K)
Filed 2026-10-06
First Financial Corp
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$198.7K (+$2.2K)
Filed 2026-10-13
Blueline Advisors LLC
INCREASED
Shares527 from 506
Change+21 (+4%)
Value$197.0K (+$10.0K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED
Shares526 from 89
Change+437 (+491%)
Value$196.9K (+$163.9K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares525 from 538
Change-13 (-2%)
Value$196.5K (-$2.6K)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$192.5K (+$4.2K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares489
Change+489
Value$183.0K
Filed 2026-10-26
Monetary Solutions, Ltd
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$180.8K (+$2.0K)
Filed 2026-10-22
West Branch Capital LLC
INCREASED
Shares477 from 449
Change+28 (+6%)
Value$178.5K (+$12.4K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares465 from 2,766
Change-2,301 (-83%)
Value$173.9K (-$849.5K)
Filed 2026-10-09
MV Capital Management, Inc.
INCREASED
Shares450 from 237
Change+213 (+90%)
Value$168.4K (+$80.7K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares441 from 436
Change+5 (+1%)
Value$165.2K (+$3.7K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares435
Change+435
Value$162.8K
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares413 from 323
Change+90 (+28%)
Value$154.6K (+$35.1K)
Filed 2026-10-08
3Chopt Investment Partners, LLC
INCREASED
Shares400 from 182
Change+218 (+120%)
Value$149.5K (+$82.3K)
Filed 2026-10-30
Nkcfo LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$150 (-$147.9K)
Filed 2026-11-04
Provident Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$149.7K (+$1.7K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$149.3K (+$1.7K)
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares392
Change+392
Value$146.8K
Filed 2026-11-03
Country Trust Bank
DECREASED
Shares379 from 539
Change-160 (-30%)
Value$141.8K (-$57.6K)
Filed 2026-10-30
Marquette Asset Management, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$138.8K (+$1.6K)
Filed 2026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$138.5K (+$1.6K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$136.0K (+$1.8K)
Filed 2026-10-28
Compass Wealth Management LLC
NEW
Shares350
Change+350
Value$131.0K
Filed 2026-10-22
Finley Financial, LLC
DECREASED
Shares340 from 405
Change-65 (-16%)
Value$127.6K (-$22.3K)
Filed 2026-10-28
Canton Hathaway, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$127.2K (+$1.4K)
Filed 2026-10-23
James T. Borello RIA
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$119.0K (+$1.3K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$113 (+$2)
Filed 2026-10-13
NBH Bank
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$109.3K (+$1.2K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$107.4K (+$1.2K)
Filed 2026-10-20
Horizon Financial Services, LLC
INCREASED
Shares278 from 7
Change+271 (+3871%)
Value$104.0K (+$101.3K)
Filed 2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED
Shares274 from 273
Change+1 (+0%)
Value$102.6K (+$1.4K)
Filed 2026-10-05
Gen-Wealth Partners Inc
INCREASED
Shares270 from 269
Change+1 (+0%)
Value$100.9K (+$1.2K)
Filed 2026-11-04
Whipplewood Advisors, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$98.1K (+$1.1K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$95.4K (+$1.1K)
Filed 2026-10-26
MB, Levis & Associates, LLC
INCREASED
Shares252 from 251
Change+1 (+0%)
Value$94.4K (+$1.5K)
Filed 2026-10-16
Knuff & Co LLC
NEW
Shares236
Change+236
Value$88.4K
Filed 2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$86.8K (+$975)
Filed 2026-11-03
Godsey & Gibb, Inc
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$84.6K (+$949)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
INCREASED
Shares222 from 186
Change+36 (+19%)
Value$83.1K (+$14.3K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$81.2K (+$911)
Filed 2026-10-26
Viewpoint Capital Management LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$80.1K (+$898)
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares213
Change+213
Value$79.6K
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares213 from 3,266
Change-3,053 (-93%)
Value$79.7K (-$1.1M)
Filed 2026-10-23
J.Safra Asset Management Corp
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$74.1K (+$832)
Filed 2026-11-03
Mascoma Wealth Management LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$73.0K (+$819)
Filed 2026-10-23
New England Capital Financial Advisors LLC
INCREASED
Shares179 from 93
Change+86 (+92%)
Value$67.1K (+$32.6K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
INCREASED
Shares167 from 154
Change+13 (+8%)
Value$62.6K (+$5.5K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$62.5K (+$701)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$61.3K (+$688)
Filed 2026-10-27
Essential Investment Partners LLC
INCREASED
Shares160 from 4
Change+156 (+3900%)
Value$59.9K (+$58.4K)
Filed 2026-10-27
Wagner Wealth Management, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$58.5K (+$802)
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares152 from 100
Change+52 (+52%)
Value$57.1K (+$19.9K)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares150 from 170
Change-20 (-12%)
Value$56.1K (-$6.8K)
Filed 2026-10-01
Hartford Financial Management Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$50.1K (+$563)
Filed 2026-10-21
Wilkerson Advisory Group LLC
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$49.0K (+$606)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$49.0K (+$550)
Filed 2026-10-30
Kroeger Financial Partners
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$44.2K (+$495)
Filed 2026-10-19
Citizens National Bank Trust Department
NEW
Shares113
Change+113
Value$42.3K
Filed 2026-11-04
Friedenthal Financial
DECREASED
Shares110 from 192
Change-82 (-43%)
Value$41.2K (-$30.0K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$41.2K (+$462)
Filed 2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$40.0K (+$450)
Filed 2026-11-04
Clark Wealth Partners
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$39.7K (+$454)
Filed 2026-10-19
Torren Management, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$39.8K (+$447)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares103 from 1
Change+102 (+10200%)
Value$38.5K (+$38.2K)
Filed 2026-10-27
Mechanics Financial Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$37.4K (+$420)
Filed 2026-11-05
Kozak & Associates, Inc.
DECREASED
Shares98 from 152
Change-54 (-36%)
Value$37.2K (-$18.9K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares95 from 333
Change-238 (-71%)
Value$35 (-$84.0K)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$32.2K (+$362)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares76
Change+76
Value$28.6K
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares68
Change+68
Value$25.4K
Filed 2026-10-30
City State Bank
INCREASED
Shares68 from 23
Change+45 (+196%)
Value$25.4K (+$16.9K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$24.1K (+$331)
Filed 2026-10-21
Mainstream Capital Management LLC
NEW
Shares57
Change+57
Value$21.3K
Filed 2026-10-23
Advanced Asset Management Advisors Inc
INCREASED
Shares54 from 44
Change+10 (+23%)
Value$20.1K (+$3.7K)
Filed 2026-10-20
Investors Research Corp
DECREASED
Shares53 from 90
Change-37 (-41%)
Value$19.8K (-$13.5K)
Filed 2026-10-07
Sfam, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$19.5K (+$218)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$17.7K (+$243)
Filed 2026-11-03
Y.D. More Investments Ltd
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$17.2K (+$193)
Filed 2026-11-02
Baer Investment Advisory LLC
NEW
Shares42
Change+42
Value$15.7K
Filed 2026-10-13
RHL Group, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$15.9K (+$312)
Filed 2026-11-04
WestEnd Advisors, LLC
DECREASED
Shares40 from 41
Change-1 (-2%)
Value$15.0K (-$202)
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$15.1K (+$241)
Filed 2026-10-09
Affinity Wealth LLC
NEW
Shares38
Change+38
Value$14.2K
Filed 2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$13.1K (+$147)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$12.8K (+$144)
Filed 2026-10-07
McCarley & Cook Financial Planners
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$13.1K (+$147)
Filed 2026-10-21
Bangor Savings Bank
DECREASED
Shares34 from 99
Change-65 (-66%)
Value$12.7K (-$23.9K)
Filed 2026-10-06
PayPay Securities Corp
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$12.7K (+$513)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$9.5K (+$130)
Filed 2026-10-14
Bank & Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.9K (+$88)
Filed 2026-10-07
Powell Investment Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$6.0K (+$67)
Filed 2026-10-22
Hickory Point Bank & Trust
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.6K (+$63)
Filed 2026-10-01
Western Pacific Wealth Management, LP
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.3K (+$59)
Filed 2026-10-16
Proathlete Wealth Management LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.4K (+$47)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.9K (+$26)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$202 (+$3)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 46,776
Change-46,776 (-100%)
Value$0 (-$17.1M)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 40,329
Change-40,329 (-100%)
Value$0 (-$218)
Filed 2026-11-06
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 14,054
Change-14,054 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 10,603
Change-10,603 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-27
Performa Ltd (US), LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 6,154
Change-6,154 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Strategic Equity Management
CLOSED
Shares0 from 3,414
Change-3,414 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 3,358
Change-3,358 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Moneywise, Inc.
CLOSED
Shares0 from 3,310
Change-3,310 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-30
Texas Bank & Trust Co
CLOSED
Shares0 from 2,914
Change-2,914 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Northcape Wealth Management, LLC
CLOSED
Shares0 from 2,170
Change-2,170 (-100%)
Value$0 (-$803.0K)
Filed 2026-11-04
DMC Group, LLC
CLOSED
Shares0 from 2,147
Change-2,147 (-100%)
Value$0 (-$794.5K)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$719.8K)
Filed 2026-11-05
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 1,601
Change-1,601 (-100%)
Value$0 (-$592.4K)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 1,559
Change-1,559 (-100%)
Value$0 (-$576.9K)
Filed 2026-11-05
Delta Capital Management LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$555)
Filed 2026-10-16
Tamar Securities, LLC
CLOSED
Shares0 from 1,495
Change-1,495 (-100%)
Value$0 (-$553.1K)
Filed 2026-11-03
Stokes Capital Advisors, LLC
CLOSED
Shares0 from 1,372
Change-1,372 (-100%)
Value$0 (-$507.7K)
Filed 2026-10-09
Womack Financial LLC
CLOSED
Shares0 from 1,346
Change-1,346 (-100%)
Value$0 (-$498.1K)
Filed 2026-10-14
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 1,339
Change-1,339 (-100%)
Value$0 (-$495.5K)
Filed 2026-10-15
Three Arch Wealth Management LLC
CLOSED
Shares0 from 1,035
Change-1,035 (-100%)
Value$0 (-$383.0K)
Filed 2026-10-20
Tull Financial Group, Inc.
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$362.8K)
Filed 2026-11-05
DLK Investment Management, LLC
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-09
Arbor Capital Management Inc
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$273.1K)
Filed 2026-10-21
Sanchez Wealth Management Group
CLOSED
Shares0 from 743
Change-743 (-100%)
Value$0 (-$275.0K)
Filed 2026-11-02
Glaxis Capital Management, LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$272.0K)
Filed 2026-11-02
Ardent Capital Management, Inc.
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$266.8K)
Filed 2026-10-16
Core Wealth Management, Inc.
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$252.7K)
Filed 2026-10-22
Gunderson Capital Management LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$251.6K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$251.6K)
Filed 2026-10-21
Redmond Asset Management, LLC
CLOSED
Shares0 from 674
Change-674 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-27
Alhambra Investment Management LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$237.6K)
Filed 2026-10-15
GenWealth Group, Inc.
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-16
Klein Pavlis & Peasley Financial, Inc.
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$185.0K)
Filed 2026-11-03
Evergreen Private Wealth LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$164.7K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$137.3K)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$133.2K)
Filed 2026-11-03
Vision Financial Markets LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$115.3K)
Filed 2026-10-22
Merrithew & Thorsten Inc
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$63.0K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$42.9K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-26
Hara Capital LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$5.2M (+$540.1K)
Filed 2026-10-29
Vanguard Global Advisers, LLC
N/A
Shares— from 38,839,412
Change-38,839,412 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 29,389,176
Change-29,389,176 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,945,511
Change-23,945,511 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,297,773
Change-18,297,773 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,876,622
Change-14,876,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,540,049
Change-14,540,049 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,674,144
Change-9,674,144 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 6,157,836
Change-6,157,836 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,136,001
Change-6,136,001 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,635,464
Change-5,635,464 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,455,709
Change-5,455,709 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,496,972
Change-4,496,972 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,455,900
Change-4,455,900 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,831,169
Change-3,831,169 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 3,663,005
Change-3,663,005 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,511,558
Change-3,511,558 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,108,544
Change-3,108,544 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,959,929
Change-2,959,929 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,954,760
Change-2,954,760 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,839,392
Change-2,839,392 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,708,987
Change-2,708,987 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,568,469
Change-2,568,469 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,416,651
Change-2,416,651 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,250,580
Change-2,250,580 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,157,852
Change-2,157,852 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,123,450
Change-2,123,450 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,988,356
Change-1,988,356 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,822,272
Change-1,822,272 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,752,517
Change-1,752,517 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 1,678,930
Change-1,678,930 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,601,947
Change-1,601,947 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,539,100
Change-1,539,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,527,733
Change-1,527,733 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,524,998
Change-1,524,998 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,514,680
Change-1,514,680 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,378,311
Change-1,378,311 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,352,828
Change-1,352,828 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,299,198
Change-1,299,198 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,190,852
Change-1,190,852 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,183,594
Change-1,183,594 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,155,248
Change-1,155,248 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,152,531
Change-1,152,531 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,150,345
Change-1,150,345 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,147,607
Change-1,147,607 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,116,824
Change-1,116,824 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 1,114,202
Change-1,114,202 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 1,056,900
Change-1,056,900 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,045,000
Change-1,045,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,033,118
Change-1,033,118 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,010,063
Change-1,010,063 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 989,592
Change-989,592 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 988,799
Change-988,799 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 980,579
Change-980,579 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 954,429
Change-954,429 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 929,387
Change-929,387 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 907,143
Change-907,143 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 886,893
Change-886,893 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 821,182
Change-821,182 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 820,003
Change-820,003 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 817,971
Change-817,971 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 806,052
Change-806,052 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 785,489
Change-785,489 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 762,716
Change-762,716 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 758,657
Change-758,657 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 750,859
Change-750,859 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 685,831
Change-685,831 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 681,516
Change-681,516 (-100%)
Value—
Stephens Inc
N/A
Shares— from 659,346
Change-659,346 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 643,347
Change-643,347 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 631,071
Change-631,071 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 616,844
Change-616,844 (-100%)
Value—
Investure, LLC
N/A
Shares— from 602,613
Change-602,613 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 599,991
Change-599,991 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 550,162
Change-550,162 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 544,714
Change-544,714 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 529,078
Change-529,078 (-100%)
Value—
Blair William & Co
N/A
Shares— from 528,525
Change-528,525 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 528,434
Change-528,434 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 515,480
Change-515,480 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 506,930
Change-506,930 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 504,889
Change-504,889 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 494,367
Change-494,367 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 481,191
Change-481,191 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 461,612
Change-461,612 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 452,490
Change-452,490 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 443,581
Change-443,581 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 430,729
Change-430,729 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 420,754
Change-420,754 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 396,816
Change-396,816 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 391,737
Change-391,737 (-100%)
Value—
Commerce Bank
N/A
Shares— from 370,029
Change-370,029 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 366,069
Change-366,069 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 360,681
Change-360,681 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 352,010
Change-352,010 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 349,601
Change-349,601 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 345,764
Change-345,764 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 339,336
Change-339,336 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 338,170
Change-338,170 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 326,788
Change-326,788 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 325,363
Change-325,363 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 324,521
Change-324,521 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 323,560
Change-323,560 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 317,307
Change-317,307 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 315,802
Change-315,802 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 315,641
Change-315,641 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 307,840
Change-307,840 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 307,085
Change-307,085 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 304,458
Change-304,458 (-100%)
Value—
&partners
N/A
Shares— from 300,858
Change-300,858 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 298,954
Change-298,954 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 297,349
Change-297,349 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 291,592
Change-291,592 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 287,863
Change-287,863 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 281,754
Change-281,754 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 277,167
Change-277,167 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 270,908
Change-270,908 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 260,552
Change-260,552 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 260,219
Change-260,219 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 258,950
Change-258,950 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 255,661
Change-255,661 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 254,520
Change-254,520 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 252,521
Change-252,521 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 246,202
Change-246,202 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 246,024
Change-246,024 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 242,961
Change-242,961 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 241,262
Change-241,262 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 239,434
Change-239,434 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 230,371
Change-230,371 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 227,412
Change-227,412 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 224,961
Change-224,961 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 221,264
Change-221,264 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 220,854
Change-220,854 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 220,794
Change-220,794 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 220,768
Change-220,768 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 216,487
Change-216,487 (-100%)
Value—
Obsido Oy
N/A
Shares— from 210,709
Change-210,709 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 209,279
Change-209,279 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 208,470
Change-208,470 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 201,909
Change-201,909 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 201,578
Change-201,578 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 200,645
Change-200,645 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 195,196
Change-195,196 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 190,878
Change-190,878 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 189,875
Change-189,875 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 187,929
Change-187,929 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 187,376
Change-187,376 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 186,279
Change-186,279 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 185,669
Change-185,669 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 182,764
Change-182,764 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 175,649
Change-175,649 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 174,641
Change-174,641 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 173,125
Change-173,125 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 170,698
Change-170,698 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 168,597
Change-168,597 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 167,205
Change-167,205 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 166,053
Change-166,053 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 165,190
Change-165,190 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 162,611
Change-162,611 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 160,346
Change-160,346 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 159,072
Change-159,072 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 158,711
Change-158,711 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 156,904
Change-156,904 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 154,859
Change-154,859 (-100%)
Value—
Invst, LLC
N/A
Shares— from 153,853
Change-153,853 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 152,931
Change-152,931 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 151,049
Change-151,049 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 150,917
Change-150,917 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 150,267
Change-150,267 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 149,495
Change-149,495 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 148,980
Change-148,980 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 147,295
Change-147,295 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 147,295
Change-147,295 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 146,944
Change-146,944 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 145,696
Change-145,696 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 145,657
Change-145,657 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 145,598
Change-145,598 (-100%)
Value—
Optas, LLC
N/A
Shares— from 144,214
Change-144,214 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 142,520
Change-142,520 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 138,620
Change-138,620 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 136,039
Change-136,039 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 135,734
Change-135,734 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 135,721
Change-135,721 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 135,161
Change-135,161 (-100%)
Value—
Michael & Susan Dell Foundation
N/A
Shares— from 134,575
Change-134,575 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 134,037
Change-134,037 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 133,330
Change-133,330 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 132,463
Change-132,463 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 129,334
Change-129,334 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 128,127
Change-128,127 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 125,678
Change-125,678 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 124,452
Change-124,452 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 123,780
Change-123,780 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 123,510
Change-123,510 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 123,311
Change-123,311 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 123,213
Change-123,213 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 122,055
Change-122,055 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 118,816
Change-118,816 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 116,862
Change-116,862 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 116,320
Change-116,320 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 114,793
Change-114,793 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 114,717
Change-114,717 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 108,519
Change-108,519 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 107,832
Change-107,832 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 101,787
Change-101,787 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 100,353
Change-100,353 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100,084
Change-100,084 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 98,950
Change-98,950 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 98,330
Change-98,330 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 97,232
Change-97,232 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 97,062
Change-97,062 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 95,475
Change-95,475 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 93,880
Change-93,880 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 93,215
Change-93,215 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 92,755
Change-92,755 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 92,680
Change-92,680 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 89,671
Change-89,671 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 88,706
Change-88,706 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 87,096
Change-87,096 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 86,877
Change-86,877 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 85,151
Change-85,151 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 84,909
Change-84,909 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 84,645
Change-84,645 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 83,017
Change-83,017 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 82,483
Change-82,483 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 80,736
Change-80,736 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 79,214
Change-79,214 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 78,259
Change-78,259 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 77,998
Change-77,998 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 76,336
Change-76,336 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 75,720
Change-75,720 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 75,624
Change-75,624 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 75,191
Change-75,191 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 74,911
Change-74,911 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 74,694
Change-74,694 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 74,214
Change-74,214 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 73,837
Change-73,837 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 70,785
Change-70,785 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 70,775
Change-70,775 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 70,563
Change-70,563 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 70,286
Change-70,286 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 69,979
Change-69,979 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 69,840
Change-69,840 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 69,804
Change-69,804 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 69,767
Change-69,767 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 69,355
Change-69,355 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 68,900
Change-68,900 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 68,670
Change-68,670 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 68,570
Change-68,570 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 67,795
Change-67,795 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 67,715
Change-67,715 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 66,260
Change-66,260 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 65,721
Change-65,721 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 65,645
Change-65,645 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 64,782
Change-64,782 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 64,390
Change-64,390 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 62,990
Change-62,990 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 62,791
Change-62,791 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 61,835
Change-61,835 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 61,708
Change-61,708 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 61,030
Change-61,030 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 60,685
Change-60,685 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 60,411
Change-60,411 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 58,484
Change-58,484 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58,398
Change-58,398 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 57,132
Change-57,132 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 56,505
Change-56,505 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 56,424
Change-56,424 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 56,261
Change-56,261 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 56,182
Change-56,182 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 55,487
Change-55,487 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 55,040
Change-55,040 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 55,012
Change-55,012 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 54,824
Change-54,824 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 54,256
Change-54,256 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 53,273
Change-53,273 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 52,257
Change-52,257 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 51,875
Change-51,875 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 51,869
Change-51,869 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 51,577
Change-51,577 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 51,529
Change-51,529 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 51,016
Change-51,016 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 50,866
Change-50,866 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 50,777
Change-50,777 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 49,744
Change-49,744 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 49,664
Change-49,664 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 49,489
Change-49,489 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 48,776
Change-48,776 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 48,563
Change-48,563 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 48,555
Change-48,555 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 48,347
Change-48,347 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 48,320
Change-48,320 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 48,103
Change-48,103 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 47,901
Change-47,901 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 47,273
Change-47,273 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 47,161
Change-47,161 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 46,964
Change-46,964 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 46,256
Change-46,256 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 45,994
Change-45,994 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 44,970
Change-44,970 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 44,959
Change-44,959 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 44,922
Change-44,922 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 44,871
Change-44,871 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 44,664
Change-44,664 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 44,532
Change-44,532 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 44,510
Change-44,510 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 44,483
Change-44,483 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 44,399
Change-44,399 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 44,321
Change-44,321 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 44,230
Change-44,230 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 43,850
Change-43,850 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 43,798
Change-43,798 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 43,296
Change-43,296 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 43,183
Change-43,183 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 43,082
Change-43,082 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 42,408
Change-42,408 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 42,075
Change-42,075 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 42,031
Change-42,031 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 41,985
Change-41,985 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 41,789
Change-41,789 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 41,409
Change-41,409 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 41,215
Change-41,215 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41,094
Change-41,094 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 41,024
Change-41,024 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 40,744
Change-40,744 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 40,537
Change-40,537 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 39,868
Change-39,868 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 39,868
Change-39,868 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 39,163
Change-39,163 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 38,539
Change-38,539 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 38,383
Change-38,383 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 37,645
Change-37,645 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 37,633
Change-37,633 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 37,633
Change-37,633 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 37,495
Change-37,495 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 37,236
Change-37,236 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 37,212
Change-37,212 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 36,889
Change-36,889 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 36,535
Change-36,535 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 36,466
Change-36,466 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 36,347
Change-36,347 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 35,733
Change-35,733 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 35,669
Change-35,669 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 35,492
Change-35,492 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 35,458
Change-35,458 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 35,337
Change-35,337 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 35,034
Change-35,034 (-100%)
Value—
Nwam LLC
N/A
Shares— from 35,025
Change-35,025 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 34,464
Change-34,464 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 34,392
Change-34,392 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 33,873
Change-33,873 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 33,851
Change-33,851 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 33,836
Change-33,836 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 33,311
Change-33,311 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 32,767
Change-32,767 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 32,614
Change-32,614 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 32,318
Change-32,318 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 31,849
Change-31,849 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 31,553
Change-31,553 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 31,189
Change-31,189 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 31,078
Change-31,078 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 30,917
Change-30,917 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 30,088
Change-30,088 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 30,074
Change-30,074 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,042
Change-30,042 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 29,767
Change-29,767 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 29,677
Change-29,677 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 29,671
Change-29,671 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 29,356
Change-29,356 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 29,334
Change-29,334 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 29,279
Change-29,279 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 28,907
Change-28,907 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 28,743
Change-28,743 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 28,640
Change-28,640 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 28,261
Change-28,261 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 27,996
Change-27,996 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 27,879
Change-27,879 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 27,384
Change-27,384 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 27,215
Change-27,215 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 27,116
Change-27,116 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 27,019
Change-27,019 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,672
Change-26,672 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 26,642
Change-26,642 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 26,477
Change-26,477 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 26,362
Change-26,362 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 26,176
Change-26,176 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 26,148
Change-26,148 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 25,688
Change-25,688 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 25,430
Change-25,430 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 25,411
Change-25,411 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 25,168
Change-25,168 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 24,463
Change-24,463 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 24,202
Change-24,202 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 23,913
Change-23,913 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 23,909
Change-23,909 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 23,802
Change-23,802 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,716
Change-23,716 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 23,474
Change-23,474 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 23,423
Change-23,423 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,411
Change-23,411 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 23,323
Change-23,323 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 23,282
Change-23,282 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 23,073
Change-23,073 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 22,438
Change-22,438 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 22,046
Change-22,046 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 21,775
Change-21,775 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 21,737
Change-21,737 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 21,311
Change-21,311 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 21,225
Change-21,225 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,853
Change-20,853 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,838
Change-20,838 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 20,714
Change-20,714 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 20,705
Change-20,705 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,438
Change-20,438 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 20,334
Change-20,334 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 19,616
Change-19,616 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 19,577
Change-19,577 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 19,518
Change-19,518 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 19,365
Change-19,365 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 19,280
Change-19,280 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 19,106
Change-19,106 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 19,027
Change-19,027 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 18,989
Change-18,989 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,918
Change-18,918 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 18,918
Change-18,918 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 18,863
Change-18,863 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 18,686
Change-18,686 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 18,664
Change-18,664 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 18,653
Change-18,653 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 18,632
Change-18,632 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 18,545
Change-18,545 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 18,446
Change-18,446 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 18,421
Change-18,421 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,337
Change-18,337 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
American Trust
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 18,072
Change-18,072 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 18,035
Change-18,035 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 17,710
Change-17,710 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 17,690
Change-17,690 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 17,393
Change-17,393 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 17,079
Change-17,079 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 16,738
Change-16,738 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,323
Change-16,323 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,276
Change-16,276 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 16,250
Change-16,250 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 16,090
Change-16,090 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 15,714
Change-15,714 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 15,707
Change-15,707 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 15,231
Change-15,231 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 14,981
Change-14,981 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 14,782
Change-14,782 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 14,651
Change-14,651 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 14,153
Change-14,153 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 13,982
Change-13,982 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,490
Change-13,490 (-100%)
Value—
United Bank
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 13,238
Change-13,238 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 13,031
Change-13,031 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 12,566
Change-12,566 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 12,562
Change-12,562 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 12,229
Change-12,229 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 11,892
Change-11,892 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 11,891
Change-11,891 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,653
Change-11,653 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 11,565
Change-11,565 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 11,526
Change-11,526 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 11,091
Change-11,091 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 10,804
Change-10,804 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,639
Change-10,639 (-100%)
Value—
CNB Bank
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 10,364
Change-10,364 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,294
Change-10,294 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Ames National Corp
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 10,023
Change-10,023 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 9,963
Change-9,963 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
S&T Bank
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Members Trust Co
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 8,997
Change-8,997 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 8,949
Change-8,949 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 8,791
Change-8,791 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,305
Change-8,305 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 8,179
Change-8,179 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 8,149
Change-8,149 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 8,066
Change-8,066 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 7,714
Change-7,714 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Ketron Financial
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,058
Change-7,058 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
FCA Corp
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,173
Change-5,173 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 997
Change-997 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 981
Change-981 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 980
Change-980 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 968
Change-968 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 939
Change-939 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 933
Change-933 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 922
Change-922 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 908
Change-908 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 891
Change-891 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 887
Change-887 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 875
Change-875 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 835
Change-835 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 801
Change-801 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 720
Change-720 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 703
Change-703 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 681
Change-681 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 672
Change-672 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 668
Change-668 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Evoke Wealth, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 614
Change-614 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 607
Change-607 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 600
Change-600 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 548
Change-548 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 528
Change-528 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Main Management LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 416
Change-416 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 339
Change-339 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 320
Change-320 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 300
Change-300 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 236
Change-236 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Quarry LP
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 161
Change-161 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 153
Change-153 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 147
Change-147 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 141
Change-141 (-100%)
Value—
Motco
N/A
Shares— from 126
Change-126 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 104
Change-104 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 65
Change-65 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 36
Change-36 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Rakuten Investment Management, Inc.
INCREASED50,514,44849,708,819+805,629+2%$18.2B$19.0B+$707.0M2026-10-30
WealthNavi Inc.
DECREASED12,359,68412,831,750-472,066-4%$4.7B$4.6M-$4.7B2026-10-27
LPL Financial LLC
INCREASED10,593,37510,308,028+285,347+3%$3.8B$4.0B+$150.1M2026-11-06
HB Wealth Management, LLC
INCREASED8,916,8848,759,071+157,813+2%$3.1B$3.2B+$70.1M2026-10-23
Allworth Financial LP
INCREASED8,396,7486,883,739+1,513,009+22%$2.5B$3.1B+$559.9M2026-11-06
Creative Planning
DECREASED5,980,2336,075,603-95,370-2%$2.2B$2.2B-$10.2M2026-11-02
Narodna banka Slovenska
DECREASED5,353,4045,605,604-252,200-4%$2.1B$2.0B-$51.4M2026-10-26
Forvis Mazars Wealth Advisors, LLC
INCREASED5,150,2995,063,337+86,962+2%$1.9B$1.9B+$53.8M2026-10-13
Savant Capital, LLC
DECREASED3,640,6955,369,114-1,728,419-32%$1.9B$1.4B-$497.0M2026-11-06
Facet Wealth, Inc.
INCREASED2,826,5732,446,454+380,119+16%$905.3M$1.1B+$152.5M2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED2,686,8002,686,80000%$994.2M$1.0B+$11.3M2026-10-28
PNC Financial Services Group, Inc.
DECREASED2,315,5542,316,100-5460%$857.0M$866.6M+$9.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED2,137,3892,171,713-34,324-2%$803.6M$799.9K-$802.8M2026-11-02
US Bancorp \de\
DECREASED1,992,5282,032,602-40,074-2%$752.1M$745.7M-$6.5M2026-11-05
Commonwealth Equity Services, LLC
DECREASED1,805,7271,920,318-114,591-6%$710.6M$675.8M-$34.8M2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED1,800,0001,800,00000%$666.1M$673.6M+$7.6M2026-11-05
Ritholtz Wealth Management
INCREASED1,727,6901,689,593+38,097+2%$625.2M$646.6M+$21.4M2026-11-05
Bank of New York Mellon Corp
DECREASED1,699,1491,778,086-78,937-4%$658.0M$635.9M-$22.1M2026-11-05
Patriot Investment Management Group, Inc.
INCREASED1,468,3731,467,704+669+0%$543.1M$549.5M+$6.4M2026-10-15
Foster Group, Inc.
INCREASED1,417,4711,414,063+3,408+0%$523.3M$530.5M+$7.2M2026-10-13
Assetmark, Inc
DECREASED1,289,6581,301,970-12,312-1%$481.8M$482.6M+$860.3K2026-10-21
Plancorp, LLC
INCREASED1,266,8731,194,717+72,156+6%$441.8M$470.7M+$28.9M2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED1,233,2431,297,507-64,264-5%$480.1M$461.5M-$18.6M2026-10-28
Vista Capital Partners, Inc.
DECREASED1,134,0731,140,030-5,957-1%$421.9M$424.4M+$2.6M2026-11-06
Sageworth Trust Co
DECREASED1,075,5491,089,282-13,733-1%$403.1M$402.5M-$564.4K2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED1,018,1071,064,003-45,896-4%$393.7M$381.0M-$12.7M2026-10-20
Wealthcare Capital Management LLC
DECREASED864,9731,036,575-171,602-17%$383.6M$323.7M-$59.9M2026-10-21
Gibson Capital, LLC
INCREASED849,089844,461+4,628+1%$312.5M$317.8M+$5.3M2026-10-23
Truist Financial Corp
INCREASED822,586803,352+19,234+2%$297.3M$307.8M+$10.6M2026-10-30
Kestra Advisory Services, LLC
INCREASED811,156755,897+55,259+7%$279.7M$303.6M+$23.9M2026-11-02
GoalVest Advisory LLC
INCREASED810,01136,198+773,813+2138%$13.4M$14.2M+$824.1K2026-10-02
First Business Financial Services, Inc.
INCREASED795,217794,853+364+0%$294.1M$297.6M+$3.5M2026-10-29
Verus Financial Partners, Inc.
INCREASED788,545784,245+4,300+1%$290.2M$295.1M+$4.9M2026-10-29
Hardy Reed LLC
DECREASED779,550782,023-2,4730%$289.4M$291.7M+$2.4M2026-11-06
Obermeyer Wealth Partners
INCREASED778,526723,980+54,546+8%$267.9M$291.4M+$23.5M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED771,709727,165+44,544+6%$257.9M$279.1M+$21.1M2026-10-13
Apella Capital, LLC
INCREASED767,521743,141+24,380+3%$274.7M$292.4M+$17.8M2026-10-08
Cabot-Wellington, LLC
DECREASED743,703771,402-27,699-4%$285.4M$278.3M-$7.1M2026-11-02
Trilogy Capital Inc.
INCREASED712,571691,187+21,384+3%$255.8M$266.7M+$10.9M2026-10-20
Rebalance, LLC
INCREASED708,608703,210+5,398+1%$260.2M$265.2M+$5.0M2026-10-22
Wedmont Private Capital
INCREASED680,028581,799+98,229+17%$216.8M$258.1M+$41.3M2026-10-09
Boston Standard Wealth Management, LLC
INCREASED673,489667,332+6,157+1%$247.2M$252.0M+$4.9M2026-10-07
Tanglewood Wealth Management, Inc.
DECREASED635,779646,444-10,665-2%$239.2M$237.9M-$1.3M2026-10-23
Cardinal Point Capital Management ULC
INCREASED625,408619,030+6,378+1%$229.1M$234.1M+$5.0M2026-10-21
D.A. Davidson & Co.
INCREASED613,216408,802+204,414+50%$151.3M$229.5M+$78.2M2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED595,510550,435+45,075+8%$203.7M$222.9M+$19.2M2026-11-06
SBI Securities Co., Ltd.
INCREASED584,733576,645+8,088+1%$213.4M$218.8M+$5.4M2026-10-22
Sendero Wealth Management, LLC
INCREASED584,092581,408+2,684+0%$215.1M$218.6M+$3.4M2026-10-14
AGF Management LTD
DECREASED575,887587,282-11,395-2%$217.3M$215.5M-$1.8M2026-11-03
Briaud Financial Planning Inc
DECREASED554,597556,358-1,7610%$205.9M$207.6M+$1.7M2026-10-20
Rainwater Charitable Foundation
DECREASED549,396598,094-48,698-8%$221.3M$205.6M-$15.7M2026-10-16
Joel Isaacson & Co., LLC
INCREASED546,367534,699+11,668+2%$197.9M$204.5M+$6.6M2026-11-05
Fifth Third Bancorp
DECREASED533,226558,463-25,237-5%$206.7M$199.6M-$7.1M2026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED527,476530,893-3,417-1%$196.5M$197.4M+$951.1K2026-10-13
Compass Ion Advisors, LLC
INCREASED523,549516,287+7,262+1%$191.0M$195.9M+$4.9M2026-10-23
Allen Investment Management, LLC
DECREASED497,020565,944-68,924-12%$209.4M$186.0M-$23.4M2026-11-03
Constellation Investments, Inc.
DECREASED490,961587,923-96,962-16%$217.6M$183.7M-$33.8M2026-10-28
CoreCap Advisors, LLC
INCREASED489,929481,241+8,688+2%$178.1M$183.4M+$5.3M2026-10-08
Mission Wealth Management, LP
DECREASED464,340502,084-37,744-8%$185.8M$173.8M-$12.0M2026-10-15
Diversified Portfolios, Inc.
INCREASED464,204462,767+1,437+0%$171.2M$173.7M+$2.5M2026-11-04
Legacy Private Trust Co.
DECREASED463,081471,133-8,052-2%$174.3M$173.3M-$1.0M2026-10-06
RW Investment Management LLC
DECREASED458,201460,902-2,701-1%$170.6M$171.5M+$925.0K2026-11-03
Towneley Capital Management, Inc / de
DECREASED451,179457,869-6,690-1%$169.4M$168.8M-$580.3K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED450,057398,442+51,615+13%$147.4M$168.4M+$21.0M2026-10-21
Sage Mountain Advisors LLC
INCREASED443,227432,445+10,782+2%$160.0M$165.9M+$5.9M2026-11-02
Beacon Wealthcare LLC
DECREASED443,162449,575-6,413-1%$166.4M$165.8M-$511.9K2026-10-02
Alps Advisors Inc
DECREASED441,657462,607-20,950-5%$171.2M$165.3M-$5.9M2026-11-03
Gleason Group, Inc.
INCREASED434,976431,824+3,152+1%$159.8M$162.8M+$3.0M2026-10-15
HUB Investment Partners, LLC
INCREASED432,928396,671+36,257+9%$146.8M$162.0M+$15.2M2026-11-03
D'Orazio & Associates, Inc.
INCREASED423,193417,676+5,517+1%$154.6M$158.4M+$3.8M2026-11-04
Lido Advisors, LLC
DECREASED423,085437,760-14,675-3%$162.0M$158.3M-$3.7M2026-11-04
Golden Reserve Retirement LLC
INCREASED411,269410,464+805+0%$151.9M$153.9M+$2.0M2026-11-02
Prospera Capital Management, LLC
INCREASED395,071311,472+83,599+27%$116.0M$148.0M+$32.0M2026-10-19
BIP Wealth, LLC
INCREASED392,352380,548+11,804+3%$140.8M$146.8M+$6.0M2026-10-22
NewSquare Capital LLC
INCREASED388,614379,249+9,365+2%$140.3M$145.4M+$5.1M2026-11-06
Pinnacle Associates LTD
DECREASED377,148378,423-1,2750%$140.0M$141.1M+$1.1M2026-10-20
Avalon Advisory Group
DECREASED371,156385,356-14,200-4%$142.6M$138.9M-$3.7M2026-10-20
Revolve Wealth Partners, LLC
INCREASED369,780361,842+7,938+2%$133.9M$138.4M+$4.5M2026-10-23
Heck Capital Advisors, LLC
INCREASED360,134349,207+10,927+3%$129.2M$134.8M+$5.6M2026-10-14
Independence Asset Advisors, LLC
INCREASED356,137245,018+111,119+45%$90.7M$133.3M+$42.6M2026-10-23
VestGen Advisors, LLC
DECREASED355,634369,801-14,167-4%$136.8M$133.1M-$3.7M2026-10-27
Citigroup Inc
DECREASED351,740387,389-35,649-9%$143.3M$131.6M-$11.7M2026-11-04
Stash Investments, LLC
INCREASED349,278333,819+15,459+5%$123.5M$130.7M+$7.2M2026-10-26
Busey Bank
INCREASED337,898336,136+1,762+1%$124.4M$126.5M+$2.1M2026-10-26
Bell Bank
DECREASED335,989338,086-2,097-1%$125.1M$125.7M+$635.2K2026-10-21
Landaas & Co
DECREASED331,583333,669-2,086-1%$123.5M$124.1M+$620.7K2026-10-29
Segment Wealth Management, LLC
INCREASED327,167326,748+419+0%$120.9M$122.4M+$1.5M2026-10-26
Kinsale Capital Group, Inc.
UNCHANGED326,312326,31200%$120.7M$122.1M+$1.4M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED319,962290,150+29,812+10%$107.4M$119.7M+$12.4M2026-10-16
Regions Financial Corp
DECREASED314,126314,243-1170%$116.3M$117.6M+$1.3M2026-11-05
Vise Technologies, Inc.
INCREASED312,063188,858+123,205+65%$69.9M$116.8M+$46.9M2026-10-29
Yarbrough Capital, LLC
UNCHANGED310,912310,91200%$115.0M$116.4M+$1.3M2026-10-19
Brighton Jones LLC
INCREASED308,894295,175+13,719+5%$109.2M$115.6M+$6.4M2026-11-03
Central Trust Co
DECREASED300,487307,189-6,702-2%$113.7M$112.5M-$1.2M2026-11-05
Fund Evaluation Group, LLC
DECREASED294,383296,485-2,102-1%$109.7M$110.2M+$458.8K2026-11-05
Merit Financial Group, LLC
INCREASED294,342290,722+3,620+1%$107.6M$110.2M+$2.6M2026-11-06
Clearstead Advisors, LLC
DECREASED294,030354,872-60,842-17%$131.3M$110.0M-$21.3M2026-11-06
Sunesis Advisors, LLC
INCREASED290,615263,225+27,390+10%$97.4M$108.8M+$11.4M2026-10-26
Cherrydale Wealth Management, LLC
INCREASED289,389286,619+2,770+1%$106.1M$108.3M+$2.2M2026-10-20
Mather Group, Llc.
DECREASED288,763306,490-17,727-6%$113.4M$108.1M-$5.3M2026-10-14
AMG National Trust Bank
INCREASED284,627283,126+1,501+1%$104.8M$106.5M+$1.8M2026-11-05
Zions Bancorporation, National Association
DECREASED275,426284,920-9,494-3%$105.4M$103.1M-$2.4M2026-11-06
Luminvest Wealth Management LLC
DECREASED273,665296,405-22,740-8%$109.4M$103.0M-$6.3M2026-10-14
GP Brinson Investments LLC
DECREASED273,583275,843-2,260-1%$102.1M$102.4M+$312.8K2026-10-01
GSG Advisors LLC
DECREASED271,056274,889-3,833-1%$101.7M$101.4M-$279.9K2026-11-03
Aegon USA Investment Management, LLC
DECREASED269,445274,915-5,470-2%$101.7M$100.8M-$892.5K2026-10-30
SYM Financial Corp
DECREASED268,532269,521-9890%$99.7M$100.5M+$761.6K2026-10-26
SWF LLC
INCREASED259,645188,907+70,738+37%$69.9M$97.2M+$27.3M2026-11-05
Shade Tree Advisors LLC
INCREASED259,544252,227+7,317+3%$93.3M$97.1M+$3.8M2026-10-22
Garde Capital, Inc.
DECREASED256,567257,161-5940%$95.2M$96.0M+$857.8K2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED255,827246,181+9,646+4%$91.1M$95.7M+$4.6M2026-10-13
Baker Avenue Asset Management, LP
DECREASED253,052257,670-4,618-2%$95.3M$94.7M-$646.0K2026-11-06
Hassell Wealth Management, LLC
INCREASED247,541243,871+3,670+2%$89.8M$92.6M+$2.8M2026-10-19
Atria Investments, Inc
INCREASED246,849242,650+4,199+2%$89.8M$92.4M+$2.6M2026-10-15
Affiance Financial, LLC
INCREASED246,026237,334+8,692+4%$87.8M$92.1M+$4.2M2026-10-15
St. Louis Trust Co
DECREASED240,244240,357-1130%$22.1M$89.9M+$67.8M2026-11-03
Choreo, LLC
INCREASED229,982210,467+19,515+9%$77.9M$86.1M+$8.2M2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED226,914226,308+606+0%$83.7M$84.9M+$1.2M2026-10-30
Nadler Financial Group, Inc.
DECREASED225,144228,450-3,306-1%$84.5M$84.3M-$277.6K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED224,61030,093+194,517+646%$11.1M$84.1M+$72.9M2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED223,283228,134-4,851-2%$84.4M$83.6M-$857.3K2026-10-23
Abacus Planning Group, Inc.
DECREASED222,589223,439-8500%$82.7M$83.3M+$620.3K2026-11-02
GuidedMoney, LLC
DECREASED221,630228,524-6,894-3%$84.6M$82.9M-$1.6M2026-10-29
Park Avenue Securities LLC
INCREASED218,843214,927+3,916+2%$79.5M$81.9K-$79.5M2026-10-26
Reap Financial Group, LLC
INCREASED218,220202,074+16,146+8%$74.8M$81.7M+$6.9M2026-11-02
Baker Ellis Asset Management LLC
DECREASED215,891218,064-2,173-1%$80.7M$80.8M+$102.8K2026-10-14
ETF Portfolio Partners, Inc.
DECREASED210,815211,886-1,071-1%$78.4M$78.9M+$489.2K2026-10-22
Asset Allocation & Management Company, LLC
INCREASED210,448209,161+1,287+1%$77.4K$78.8K+$1.4K2026-10-13
First Bank & Trust
DECREASED207,250208,332-1,082-1%$77.1M$77.6M+$470.1K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED205,764190,730+15,034+8%$70.6M$77.0M+$6.4M2026-10-14
WBH Advisory Inc
DECREASED204,960210,936-5,976-3%$78.1M$76.7M-$1.4M2026-11-05
Evensky & Katz LLC
DECREASED203,944207,968-4,024-2%$77.0M$76.3K-$76.9M2026-10-27
Tanager Wealth Management LLP
DECREASED203,237206,445-3,208-2%$76.4M$76.1M-$333.5K2026-10-19
Manske Wealth Management
INCREASED202,730190,946+11,784+6%$70.7M$75.9M+$5.2M2026-10-26
Arlington Trust Co LLC
INCREASED202,701195,998+6,703+3%$72.5M$75.9M+$3.3M2026-10-20
Farther Finance Advisors, LLC
INCREASED199,184164,469+34,715+21%$60.9M$74.5M+$13.7M2026-10-08
Procyon Advisors, LLC
INCREASED197,544181,555+15,989+9%$67.2M$73.9M+$6.7M2026-10-21
Bailard, Inc.
DECREASED194,820195,704-8840%$72.4M$72.9M+$491.5K2026-10-13
Winthrop Advisory Group LLC
INCREASED194,406194,227+179+0%$71.9M$72.8M+$882.6K2026-10-22
Allegiance Financial Group Advisory Services LLC
INCREASED193,505180,147+13,358+7%$66.7M$72.4M+$5.8M2026-11-02
Level Wealth Management LLC
INCREASED188,814186,228+2,586+1%$68.9M$70.7M+$1.7M2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED187,058186,460+598+0%$69.0M$70.0M+$1.0M2026-10-23
Magnolia Wealth Management, LLC
INCREASED182,786181,284+1,502+1%$67.1M$68.4M+$1.3M2026-10-16
Evanson Financial, LLC
INCREASED182,186165,335+16,851+10%$61.2M$68.2M+$7.0M2026-10-23
BostonPremier Wealth LLC
INCREASED180,968174,496+6,472+4%$64.6M$67.7M+$3.2M2026-10-16
Modera Wealth Management, LLC
INCREASED178,160173,056+5,104+3%$64.0M$66.7M+$2.6M2026-10-28
Quaker Wealth Management, LLC
INCREASED177,048169,447+7,601+4%$62.7M$66.3M+$3.6M2026-10-22
Wrenne Financial Planning LLC
INCREASED176,869173,215+3,654+2%$64.1M$66.2M+$2.1M2026-10-30
Kearns & Associates LLC
DECREASED175,988176,416-4280%$65.3M$65.9M+$581.2K2026-10-09
Parallel Advisors, LLC
INCREASED172,953152,201+20,752+14%$56.3M$64.7M+$8.4M2026-11-03
Total Investment Management Inc
INCREASED168,606167,556+1,050+1%$61.7M$63.1M+$1.4M2026-10-22
AlphaCore Capital LLC
INCREASED168,340135,148+33,192+25%$50.0M$63.0M+$13.0M2026-11-04
Everhart Financial Group, Inc.
DECREASED167,850174,721-6,871-4%$64.7M$62.8M-$1.8M2026-10-08
Taiyo Life Insurance Co
UNCHANGED166,000166,00000%$61.4M$62.1K-$61.4M2026-10-20
Equita Financial Network, Inc.
INCREASED159,866154,472+5,394+3%$57.2M$59.8M+$2.7M2026-10-19
Smith & Howard Wealth Management, LLC
DECREASED157,163159,097-1,934-1%$58.9M$58.8M-$55.9K2026-10-27
Independent Order of Foresters
DECREASED155,415173,815-18,400-11%$64.3M$58.2M-$6.2M2026-11-05
Altus Wealth Management, LLC
INCREASED153,886151,443+2,443+2%$56.0M$57.6M+$1.6M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED153,146142,428+10,718+8%$52.7M$57.3M+$4.6M2026-11-05
WealthPlan Investment Management, LLC
INCREASED152,951152,268+683+0%$56.3M$57.2M+$895.0K2026-10-15
Principal Financial Group Inc
DECREASED151,720153,473-1,753-1%$56.8M$56.8M-$11.5K2026-11-02
Ashford Advisors, LLC
DECREASED151,665152,610-945-1%$56.5M$56.8M+$287.4K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED150,114147,726+2,388+2%$54.7M$56.2M+$1.5M2026-10-16
Chicago Partners Investment Group LLC
INCREASED148,273140,126+8,147+6%$51.1M$55.3M+$4.2M2026-10-27
Tennessee Valley Asset Management Partners
INCREASED147,694134,818+12,876+10%$49.9M$55.3M+$5.4M2026-11-03
Brooklyn FI, LLC
INCREASED147,048142,919+4,129+3%$52.7M$55.4M+$2.7M2026-11-05
Independent Financial Group, LLC
INCREASED145,867145,608+259+0%$53.9M$54.6M+$708.2K2026-10-13
Family CFO Inc
DECREASED144,331154,081-9,750-6%$57.0M$54.0M-$3.0M2026-10-30
jvl associates llc
DECREASED142,470142,495-250%$52.7M$53.3M+$589.0K2026-10-09
Diversified Trust Co
INCREASED140,146138,287+1,859+1%$51.2M$52.4M+$1.3M2026-11-06
North Star Investment Management Corp.
DECREASED140,095142,204-2,109-1%$52.6M$52.4M-$192.0K2026-10-27
Rosenberg Matthew Hamilton
DECREASED139,230140,063-833-1%$51.8M$52.1M+$276.5K2026-10-05
Briggs Wealth Management, Inc
INCREASED138,738137,237+1,501+1%$50.8M$51.9M+$1.1M2026-10-26
Mycio Wealth Partners, LLC
INCREASED138,6952,212+136,483+6170%$818.6K$785.0K-$33.6K2026-11-04
Gibson Wealth Advisors LLC
DECREASED138,190139,687-1,497-1%$51.7M$51.7M+$1.9K2026-10-20
Valmark Advisers, Inc.
INCREASED136,424134,361+2,063+2%$49.7M$51.1M+$1.3M2026-11-06
Morling Financial Advisors, LLC
INCREASED136,246131,326+4,920+4%$48.6M$51.0M+$2.4M2026-10-28
Nisa Investment Advisors, LLC
INCREASED135,780135,614+166+0%$50.2M$50.8M+$627.6K2026-10-20
CGN Advisors LLC
INCREASED135,624133,385+2,239+2%$49.4M$50.8M+$1.4M2026-10-21
Lexington Hill Partners, LLC
INCREASED134,063116,265+17,798+15%$43.0M$50.2M+$7.1M2026-10-13
New England Private Wealth Advisors LLC
INCREASED133,844132,573+1,271+1%$48.4M$50.1M+$1.7M2026-10-19
Cypress Capital, LLC
DECREASED133,700134,808-1,108-1%$49.9M$50.0M+$151.8K2026-10-20
XY Planning Network, Inc.
INCREASED133,353111,109+22,244+20%$41.1M$49.9M+$8.8M2026-10-14
Capitol Family Office, Inc.
INCREASED132,202130,889+1,313+1%$48.4M$49.5M+$1.0M2026-10-13
Flagship Harbor Advisors, LLC
INCREASED131,501131,409+92+0%$48.6M$49.2M+$586.3K2026-10-26
Prentice Wealth Management LLC
INCREASED131,232125,259+5,973+5%$46.4M$49.1M+$2.8M2026-10-20
Johnson Financial Group, LLC
DECREASED131,087153,392-22,305-15%$56.8M$49.1M-$7.7M2026-11-03
Navigation Group, LLC
DECREASED130,647132,663-2,016-2%$49.1M$48.9M-$197.3K2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED130,217125,610+4,607+4%$46.5M$48.7M+$2.3M2026-10-29
Linscomb Wealth, Inc.
DECREASED128,995131,648-2,653-2%$48.7M$48.3M-$440.0K2026-11-05
Pacific Center for Financial Services
DECREASED128,554130,284-1,730-1%$48.2M$48.1M-$100.3K2026-10-15
Balentine LLC
DECREASED128,158134,282-6,124-5%$49.7M$48.0M-$1.7M2026-11-03
Bfsg, LLC
DECREASED128,115129,234-1,119-1%$47.8M$47.9M+$124.2K2026-10-30
Guardsman Private Capital Management, Inc.
INCREASED128,113128,055+58+0%$47.4M$47.9M+$559.5K2026-10-19
Venture Visionary Partners LLC
INCREASED128,02482,317+45,707+56%$30.5M$47.9M+$17.5M2026-10-07
Foundation Wealth Management, Llc\pa
INCREASED127,404113,838+13,566+12%$42.1M$47.7M+$5.6M2026-10-14
Root Financial Partners, LLC
INCREASED125,760122,124+3,636+3%$45.2M$47.1M+$1.9M2026-10-21
Mallini Complete Financial Planning LLC
DECREASED125,151129,847-4,696-4%$48.0M$46.8M-$1.2M2026-10-06
First Premier Bank
DECREASED124,683126,010-1,327-1%$46.6K$46.7K+$322026-10-13
Liberty Capital Management, Inc.
INCREASED124,539123,891+648+1%$45.8M$46.6M+$762.8K2026-11-02
Integris Wealth Management, LLC
INCREASED124,074111,124+12,950+12%$41.1M$46.4M+$5.3M2026-10-14
Manuka Financial, LLC
INCREASED123,715120,269+3,446+3%$44.5M$46.3M+$1.8M2026-10-16
Penney Financial, LLC
INCREASED122,661122,064+597+0%$45.2M$45.9M+$736.1K2026-10-20
One Degree Advisors Inc
INCREASED122,352120,821+1,531+1%$44.6M$46.8M+$2.2M2026-11-06
PFG Advisors
DECREASED121,233123,326-2,093-2%$45.6M$45.4M-$265.1K2026-10-16
Sentinel Trust Co LBA
INCREASED121,177115,924+5,253+5%$42.9K$45.3K+$2.5K2026-11-03
Sterling Wealth Management, Inc.
INCREASED120,830119,686+1,144+1%$44.3M$45.2M+$931.0K2026-10-23
CWA Asset Management Group, LLC
INCREASED120,137109,459+10,678+10%$40.5M$45.0M+$4.5M2026-10-19
Annex Advisory Services, LLC
DECREASED117,379118,403-1,024-1%$43.8M$43.9M+$114.1K2026-10-16
FSM Wealth Advisors, LLC
INCREASED116,398111,306+5,092+5%$41.2M$44.2M+$3.0M2026-10-27
Connecticut Wealth Management, LLC
INCREASED116,028114,517+1,511+1%$42.4M$43.4M+$1.0M2026-10-13
Stone Loft Wealth Management LLC
INCREASED115,520110,105+5,415+5%$41.0M$43.2M+$2.2M2026-11-03
My Personal CFO, LLC
INCREASED114,693107,227+7,466+7%$39.7M$42.9M+$3.2M2026-10-14
Fifth Third Securities, Inc.
DECREASED114,662120,337-5,675-5%$44.5M$42.9M-$1.6M2026-10-21
Beacon Capital Management, LLC
DECREASED112,692128,327-15,635-12%$47.5M$42.2M-$5.3M2026-10-23
Kings Path Partners LLC
DECREASED112,098114,004-1,906-2%$42.2M$42.0M-$234.6K2026-10-21
Olio Financial Planning
DECREASED110,189112,899-2,710-2%$41.8M$41.2M-$540.3K2026-10-22
Keybank National Association
INCREASED110,022107,062+2,960+3%$39.6M$41.2M+$1.6M2026-11-04
Gryphon Financial Partners LLC
DECREASED109,382109,675-2930%$40.6M$40.9M+$351.2K2026-11-04
Compass Financial Group, Inc
INCREASED109,257107,616+1,641+2%$39.8M$40.9M+$1.1M2026-10-13
Midwest Trust Co
INCREASED108,793104,681+4,112+4%$38.7M$40.7M+$2.0M2026-10-22
Telos Capital Management, Inc.
DECREASED108,609109,957-1,348-1%$40.7M$40.6M-$42.7K2026-11-02
Perigon Wealth Management, LLC
DECREASED107,179108,707-1,528-1%$40.2M$40.1M-$115.3K2026-10-22
Aspiriant, LLC
INCREASED105,797103,363+2,434+2%$38.3M$39.6M+$1.3M2026-10-16
Weinberger Asset Management, Inc
INCREASED105,146104,758+388+0%$38.6M$39.3M+$777.0K2026-10-28
Clark Asset Management, LLC
DECREASED105,130109,284-4,154-4%$40.4M$39.3M-$1.1M2026-10-19
Scissortail Wealth Management, LLC
DECREASED104,984108,661-3,677-3%$40.2M$39.3M-$919.6K2026-11-03
Breakwater Investment Management
DECREASED104,534112,814-8,280-7%$41.7M$39.1M-$2.6M2026-10-20
Svrn Asset Management, LLC
DECREASED104,257104,299-420%$38.6M$39.0M+$422.2K2026-11-02
Burns J W & Co Inc
INCREASED103,992101,396+2,596+3%$37.5M$38.9M+$1.4M2026-10-20
Jacobi Capital Management LLC
INCREASED103,742103,205+537+1%$38.2M$38.8M+$634.2K2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED102,107102,645-538-1%$37.9M$38.3M+$404.8K2026-11-04
KCM Investment Advisors LLC
DECREASED101,818102,977-1,159-1%$38.1M$38.1M-$1.1K2026-10-27
Washburn Capital Management, Inc.
INCREASED100,90598,571+2,334+2%$36.5M$37.8M+$1.3M2026-10-19
Barrett & Company, Inc.
DECREASED100,408103,784-3,376-3%$38.4M$37.6M-$827.7K2026-10-22
Clarity Wealth Advisors, LLC
DECREASED98,160100,173-2,013-2%$37.1M$36.7M-$332.8K2026-10-21
GenTrust, LLC
INCREASED97,94197,825+116+0%$36.2M$36.7M+$454.2K2026-11-06
Frank, Rimerman Advisors LLC
INCREASED97,15594,520+2,635+3%$35.0M$36.4M+$1.4M2026-10-16
Capital Advisors, Ltd. LLC
INCREASED97,09795,918+1,179+1%$35.5K$36.3K+$8442026-10-27
Greenspring Advisors, LLC
INCREASED96,86243,356+53,506+123%$16.0M$36.3M+$20.2M2026-11-05
Diversify Wealth Management, LLC
INCREASED96,79264,154+32,638+51%$23.4M$36.6M+$13.2M2026-10-20
Diversify Advisory Services, LLC
INCREASED96,79264,154+32,638+51%$23.4M$36.6M+$13.2M2026-10-20
Beacon Financial Strategies Corp
DECREASED96,69298,471-1,779-2%$36.4M$36.2M-$252.1K2026-10-14
Clear Harbor Asset Management, LLC
INCREASED96,69093,371+3,319+4%$34.6M$36.2M+$1.6M2026-11-05
Woodmont Investment Counsel LLC
INCREASED96,62096,017+603+1%$35.5M$36.2M+$628.6K2026-10-29
David Kennon Inc
DECREASED95,24195,930-689-1%$35.5M$35.6M+$145.3K2026-10-13
Altiora Financial Group, LLC
DECREASED95,129101,977-6,848-7%$37.7M$35.6M-$2.1M2026-11-04
Blankinship & Foster, LLC
DECREASED95,10097,034-1,934-2%$35.9M$35.6M-$316.2K2026-10-19
Prudent Man Advisors, LLC
DECREASED94,988117,125-22,137-19%$43.3M$35.5M-$7.8M2026-11-03
KOM Wealth Management Group, LLC
INCREASED94,55590,206+4,349+5%$33.4M$35.4M+$2.0M2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED93,31186,300+7,011+8%$31.9M$34.9M+$3.0M2026-10-27
EverSource Wealth Advisors, LLC
INCREASED93,12790,866+2,261+2%$33.6M$34.9M+$1.2M2026-11-04
Thrivent Financial for Lutherans
INCREASED91,70664,147+27,559+43%$23.7M$34.3K-$23.7M2026-11-05
Peak Financial Management, Inc.
DECREASED91,39891,750-3520%$34.0M$34.2M+$253.4K2026-10-16
HBK Sorce Advisory LLC
DECREASED91,23391,793-560-1%$34.8M$32.9M-$2.0M2026-11-06
Prospera Financial Services Inc
INCREASED89,55983,642+5,917+7%$31.0M$33.3M+$2.3M2026-11-04
Brookstone Capital Management
INCREASED88,71976,368+12,351+16%$28.3M$33.2M+$4.9M2026-10-22
Precedent Wealth Partners, LLC
INCREASED88,64482,664+5,980+7%$30.6M$33.2M+$2.6M2026-10-21
Great Diamond Partners, LLC
INCREASED88,14287,989+153+0%$32.6M$33.0M+$426.8K2026-10-13
Principle Wealth Partners LLC
INCREASED87,95285,269+2,683+3%$31.6M$32.9M+$1.4M2026-11-02
SAX Wealth Advisors, LLC
DECREASED87,527109,535-22,008-20%$35.1M$32.8M-$2.4M2026-10-13
Crescent Grove Advisors, LLC
DECREASED87,48887,864-3760%$32.5M$32.7M+$228.2K2026-10-21
B&D White Capital Company, LLC
DECREASED87,03287,825-793-1%$32.5M$32.6M+$72.1K2026-11-02
First Command Advisory Services, Inc.
INCREASED86,9023,706+83,196+2245%$1.4M$32.5M+$31.2M2026-11-05
Discipline Wealth Solutions, LLC
INCREASED85,71385,474+239+0%$31.6M$32.1M+$448.3K2026-10-14
Horizon Wealth Management, LLC
DECREASED85,34085,605-2650%$31.7M$31.9M+$260.3K2026-11-02
Weaver Capital Management LLC
INCREASED84,4322,038+82,394+4043%$653.8K$31.6M+$30.9M2026-10-15
Cooke Wealth Management, LLC
DECREASED84,04784,052-50%$31.1M$31.5M+$351.1K2026-10-13
Amicus Financial Advisors, LLC
DECREASED83,50884,581-1,073-1%$31.3M$31.3M-$45.7K2026-11-03
Trellis Wealth Advisors LLC
DECREASED83,48684,658-1,172-1%$31.3M$31.2M-$83.1K2026-10-19
Fonville Wealth Management LLC
INCREASED82,94158,009+24,932+43%$21.5M$31.0M+$9.6M2026-10-28
Define Financial, LLC
INCREASED82,83374,719+8,114+11%$27.6M$31.0M+$3.4M2026-10-14
Apollon Wealth Management, LLC
INCREASED82,40379,744+2,659+3%$29.5M$30.8M+$1.3M2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED81,53179,090+2,441+3%$29.3M$30.5M+$1.2M2026-11-05
Latigo Investments, LLC
UNCHANGED80,84580,84500%$29.9M$30.3M+$339.5K2026-10-29
AdvisorNet Financial, Inc
DECREASED80,78282,386-1,604-2%$30.5M$30.4M-$41.0K2026-10-15
Fairway Financial, LLC
INCREASED80,77657,128+23,648+41%$21.1M$30.2M+$9.1M2026-10-20
Gordian Advisors LLC
INCREASED80,72180,337+384+0%$29.7M$30.2M+$481.4K2026-10-30
Burrus Financial Services, Inc.
DECREASED80,58287,378-6,796-8%$32.3M$30.2M-$2.2M2026-10-22
Firestone Capital Management
DECREASED79,80180,624-823-1%$29.8M$29.9M+$30.6K2026-11-03
LJI Wealth Management, LLC
DECREASED79,72080,375-655-1%$29.7M$29.8M+$92.2K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED78,08977,169+920+1%$28.6M$29.2M+$668.2K2026-11-06
Mullooly Asset Management, Inc.
INCREASED77,80375,484+2,319+3%$27.9M$29.1M+$1.2M2026-10-30
Bucket List Wealth Management, LLC
INCREASED77,40874,953+2,455+3%$27.7M$29.0M+$1.2M2026-10-22
Northwest Wealth Management, LLC
INCREASED76,78076,318+462+1%$28.2M$28.7M+$493.6K2026-10-30
Sound Portfolio Advisors, LLC
INCREASED76,33975,620+719+1%$28.0M$28.6M+$586.7K2026-11-05
Benchmark Financial Wealth Advisors, LLC
DECREASED76,17777,929-1,752-2%$28.8M$28.5M-$328.2K2026-10-20
Sapient Capital LLC
INCREASED75,97175,618+353+0%$28.0M$28.4M+$449.5K2026-10-08
BCM Advisors, LLC
DECREASED75,904115,200-39,296-34%$42.0M$28.2M-$13.8M2026-11-03
Northstar Asset Management Co
DECREASED75,70977,290-1,581-2%$28.2M$28.7M+$509.4K2026-10-22
Financial Architects, LLC
DECREASED75,38077,158-1,778-2%$28.6M$28.2M-$341.3K2026-10-13
CRA Financial Services, LLC
INCREASED75,11667,876+7,240+11%$25.1M$28.1M+$3.0M2026-10-16
Clarity Wealth Development LLC
INCREASED74,96674,351+615+1%$27.5M$28.1M+$542.5K2026-10-22
Aspect Partners, LLC
DECREASED74,84574,989-1440%$27.7M$28.0M+$261.1K2026-10-20
Lodestar Private Asset Management LLC
DECREASED74,73975,753-1,014-1%$28.0M$28.0M-$61.3K2026-10-26
Shotwell Rutter Baer Inc
DECREASED74,19874,857-659-1%$27.7M$27.8M+$67.6K2026-10-14
Essential Planning, Llc.
INCREASED74,10570,599+3,506+5%$26.1M$27.7M+$1.6M2026-10-21
Compound Planning, Inc.
DECREASED74,07777,507-3,430-4%$28.7M$27.7M-$958.4K2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED73,87577,814-3,939-5%$28.8M$27.6M-$1.1M2026-11-04
Pacific Park Financial, Inc.
DECREASED73,26274,797-1,535-2%$27.7M$27.4M-$260.3K2026-10-13
Sageworth Trust Co of South Dakota
DECREASED72,89774,680-1,783-2%$27.6M$27.3M-$353.6K2026-10-30
W.H. Cornerstone Investments Inc.
INCREASED72,84070,334+2,506+4%$26.0M$27.3M+$1.2M2026-11-03
Kraft, Davis & Associates, LLC
INCREASED72,29070,636+1,654+2%$26.0M$27.2M+$1.2M2026-10-21
Simon Quick Advisors, LLC
DECREASED71,92773,303-1,376-2%$27.1M$26.9M-$207.2K2026-10-26
Axxcess Wealth Management, LLC
DECREASED71,684102,623-30,939-30%$38.0M$26.8M-$11.1M2026-10-21
Cannon Financial Strategists, Inc.
INCREASED71,63871,573+65+0%$26.5M$26.8M+$325.0K2026-10-19
Citizens Financial Group Inc
INCREASED71,59747,772+23,825+50%$17.7M$26.8M+$9.1M2026-10-23
TCI Wealth Advisors, Inc.
INCREASED71,54457,474+14,070+24%$21.3M$26.8M+$5.5M2026-10-30
Basso Capital Management, L.P.
INCREASED71,19569,521+1,674+2%$25.7M$26.6M+$918.6K2026-10-30
MGO One Seven LLC
INCREASED71,14370,601+542+1%$26.1M$26.6M+$499.1K2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED71,12870,742+386+1%$26.2M$26.6M+$441.6K2026-10-19
Cascade Investment Group, Inc.
DECREASED70,98271,159-1770%$26.3M$26.6M+$232.4K2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED70,22165,156+5,065+8%$24.1M$26.3M+$2.2M2026-10-27
Washington Capital Management, Inc
DECREASED69,25980,749-11,490-14%$29.9M$25.9M-$4.0M2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED69,00369,441-438-1%$25.7M$25.8M+$127.5K2026-11-02
Bricktown Capital, LLC
DECREASED68,40088,400-20,000-23%$32.7M$25.6M-$7.1M2026-10-13
Pension & Wealth Management Advisors, Inc.
DECREASED67,45668,204-748-1%$25.2M$25.2M+$6.5K2026-10-16
Sigma Planning Corp
DECREASED66,65068,433-1,783-3%$25.3M$24.9M-$417.5K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED66,04562,924+3,121+5%$23.3M$24.7M+$1.4M2026-10-23
Wealthcare Capital Partners, LLC
DECREASED65,44667,736-2,290-3%$25.1M$24.5M-$572.7K2026-10-21
Commerce Advisors, LLC
INCREASED64,67443,665+21,009+48%$16.2M$24.2M+$8.0M2026-10-19
Parisi Gray Wealth Management
INCREASED64,14863,547+601+1%$23.5M$24.0M+$492.1K2026-10-16
Glenview Trust Co
INCREASED63,69961,476+2,223+4%$22.7M$23.8M+$1.1M2026-10-28
Almanack Investment Partners, Llc.
DECREASED63,05263,670-618-1%$23.6M$23.6M+$36.1K2026-11-03
Independence Bank of Kentucky
INCREASED62,90762,906+10%$23.3M$23.5M+$264.4K2026-10-26
Entrust Financial LLC
INCREASED62,49757,729+4,768+8%$21.4M$23.4M+$2.0M2026-11-04
VVR Holdings LLC
INCREASED62,44360,342+2,101+3%$22.3M$23.4M+$1.0M2026-10-19
HT Partners LLC
DECREASED62,21262,250-380%$23.0M$23.3M+$247.2K2026-10-20
Industrial Alliance Investment Management Inc.
DECREASED62,18063,163-983-2%$23.4M$23.3K-$23.3M2026-10-29
5th Street Advisors, LLC
INCREASED62,12761,419+708+1%$22.7M$23.3M+$523.3K2026-11-04
Redw Wealth LLC
DECREASED62,05165,597-3,546-5%$24.3M$23.2M-$1.1M2026-11-02
Cornerstone Wealth Group, LLC
DECREASED61,76962,271-502-1%$23.0M$23.1M+$73.7K2026-11-02
Ahara Advisors LLC
INCREASED61,50656,035+5,471+10%$20.7M$23.0M+$2.3M2026-10-29
Addis & Hill, Inc
UNCHANGED60,86660,86600%$22.5M$22.5M$02026-10-19
Quadrant Capital Group LLC
DECREASED60,80160,889-880%$22.5M$23.2M+$653.3K2026-10-20
Nova R Wealth, Inc.
INCREASED60,78059,634+1,146+2%$22.1M$22.7M+$679.4K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED60,66258,985+1,677+3%$21.8M$22.7M+$875.4K2026-10-28
TD Waterhouse Canada Inc.
INCREASED60,43458,165+2,269+4%$21.5M$22.7M+$1.2M2026-10-16
Westside Investment Management, Inc.
INCREASED60,41657,284+3,132+5%$21.2M$22.6M+$1.4M2026-11-02
Cornerstone National Bank & Trust Co
INCREASED60,19959,721+478+1%$22.1M$22.6M+$532.3K2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED60,08659,055+1,031+2%$21.9M$22.5M+$633.8K2026-10-15
iA Global Asset Management Inc.
INCREASED59,54147,062+12,479+27%$17.4M$22.3K-$17.4M2026-10-29
Level Four Advisory Services, LLC
INCREASED58,82647,230+11,596+25%$17.5M$22.0M+$4.5M2026-11-06
Meridian Wealth Management, LLC
INCREASED57,93856,076+1,862+3%$20.8M$21.7M+$932.3K2026-11-05
StoneX Group Inc.
DECREASED57,87161,345-3,474-6%$22.8M$21.7M-$1.1M2026-11-03
Sigma Investment Counselors Inc
INCREASED57,80650,238+7,568+15%$18.6M$21.6M+$3.0M2026-10-27
Monument Group Wealth Advisors, LLC
DECREASED57,80558,267-462-1%$21.6M$21.6M+$71.7K2026-10-21
Trace Wealth Advisors, LLC
DECREASED57,77657,926-1500%$21.4M$21.6M+$187.2K2026-10-30
Sard Wealth Management Group, LLC
INCREASED57,60457,239+365+1%$21.2M$21.6M+$376.9K2026-10-16
Clarity Capital Advisors, LLC
INCREASED57,57356,052+1,521+3%$20.7M$21.5M+$804.5K2026-10-27
Avion Wealth
INCREASED57,08655,297+1,789+3%$20.5M$21.4K-$20.4M2026-11-04
McClarren Financial Advisors, Inc.
INCREASED57,07056,550+520+1%$20.9M$21.4M+$432.2K2026-10-15
Black Diamond Financial, LLC
INCREASED56,97954,965+2,014+4%$20.3M$21.3M+$984.5K2026-10-26
Axos Invest Inc.
DECREASED56,73759,943-3,206-5%$22.2M$21.2M-$947.9K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED56,34955,263+1,086+2%$20.4M$21.1M+$638.8K2026-11-03
Wedbush Securities Inc
INCREASED56,32546,059+10,266+22%$17.0M$21.1K-$17.0M2026-10-22
Indivisible Partners
INCREASED56,22035,957+20,263+56%$13.3M$21.0M+$7.7M2026-10-26
Washington Trust Co
INCREASED56,13256,028+104+0%$20.7M$21.0M+$274.2K2026-10-22
Cresta Advisors, Ltd.
DECREASED56,06674,775-18,709-25%$27.7M$21.0M-$6.7M2026-10-14
MontVue Capital Management, Inc.
INCREASED56,03955,936+103+0%$20.7M$21.0M+$273.4K2026-10-19
Kaydan Wealth Management, Inc.
INCREASED55,62836,601+19,027+52%$13.5M$20.8M+$7.3M2026-10-08
Long Island Wealth Management, Inc.
INCREASED55,23955,238+10%$20.4M$20.7M+$232.4K2026-10-20
Reality Financial Planning Services, LLC
INCREASED55,21055,140+70+0%$20.4M$20.7M+$257.9K2026-11-03
AA Financial Advisors, LLC
DECREASED55,05955,335-2760%$20.5M$20.6M+$129.3K2026-10-19
University of Maryland Foundation, Inc.
UNCHANGED54,78354,78300%$20.3M$20.5K-$20.3M2026-11-04
Legacy Financial Strategies, LLC
INCREASED54,74953,791+958+2%$19.9M$20.5M+$584.5K2026-10-15
Semitam Bonam LLC
INCREASED54,69151,101+3,590+7%$18.9M$20.5M+$1.6M2026-10-27
Maryland Capital Advisors Inc.
INCREASED54,38854,228+160+0%$20.1M$20.4M+$287.5K2026-10-15
Fullerton Advisors, LLC
INCREASED54,28954,002+287+1%$20.0M$20.3M+$334.0K2026-10-14
Advisor OS, LLC
DECREASED54,15954,673-514-1%$20.2M$20.3M+$37.2K2026-11-03
Arta Finance Wealth Management LLC
INCREASED54,14650,481+3,665+7%$18.7M$20.3M+$1.6M2026-10-28
Signaturefd, LLC
DECREASED53,89558,978-5,083-9%$21.8M$20.2M-$1.7M2026-10-23
GFS Advisors, LLC
INCREASED53,60151,606+1,995+4%$972.5K$20.1M+$19.1M2026-11-03
Downshift Financial, LLC
INCREASED53,48851,044+2,444+5%$18.9M$20.0M+$1.1M2026-10-13
BFI Infinity Ltd.
INCREASED52,90141,225+11,676+28%$15.3M$19.8M+$4.5M2026-10-16
Gibraltar Capital Management, Inc.
DECREASED52,34452,527-1830%$19.4M$19.6M+$152.1K2026-10-27
Foster Dykema Cabot & Partners, LLC
DECREASED52,17253,235-1,063-2%$19.7M$19.5M-$174.2K2026-10-30
Bulwark Capital Corp
INCREASED51,87051,209+661+1%$18.9M$19.4M+$462.5K2026-10-13
Park National Corp
INCREASED51,56550,087+1,478+3%$18.5M$19.3M+$763.5K2026-10-05
First Horizon Corp
INCREASED51,36549,710+1,655+3%$18.4M$19.2M+$828.2K2026-10-26
Angeles Wealth Management, LLC
DECREASED51,36352,400-1,037-2%$19.4M$19.2M-$167.8K2026-10-26
Abound Wealth Management
INCREASED50,67946,138+4,541+10%$17.1M$19.0M+$1.9M2026-10-26
Associated Banc-Corp
INCREASED50,57348,879+1,694+3%$18.1M$18.9M+$839.3K2026-10-30
Cornerstone Wealth Management, LLC
DECREASED50,53851,439-901-2%$19.0M$18.9M-$121.4K2026-11-04
Stonekeep Investments, LLC
INCREASED50,39549,073+1,322+3%$18.2K$18.9M+$18.8M2026-10-15
Focused Alpha, LLC
INCREASED50,04047,025+3,015+6%$17.4M$18.7M+$1.3M2026-10-20
Prosperity Advisers, LLC
DECREASED49,96950,841-872-2%$18.8M$18.7M-$112.8K2026-10-28
Sherman Asset Management, Inc.
DECREASED49,50149,695-1940%$18.4M$18.5M+$136.3K2026-11-05
LifeGuide Financial Advisors, LLC
DECREASED49,48151,724-2,243-4%$19.1M$18.5M-$622.4K2026-10-20
Great Lakes Retirement, Inc.
INCREASED49,46346,691+2,772+6%$17.3M$18.5M+$1.2M2026-10-26
Coston, McIsaac & Partners
INCREASED49,29448,417+877+2%$17.9M$18.4M+$562.9K2026-11-06
Strategic Blueprint, LLC
INCREASED49,16648,502+664+1%$17.9M$18.4M+$452.1K2026-10-22
Sjbenen Advisory, LLC
INCREASED48,39747,687+710+1%$17.6M$18.3M+$663.7K2026-10-19
Skyline Advisors, Inc.
INCREASED48,26648,253+13+0%$17.9M$18.1M+$207.4K2026-11-03
JFS Wealth Advisors, LLC
DECREASED47,73748,941-1,204-2%$18.1M$17.9M-$244.8K2026-11-03
Index Fund Advisors, Inc.
INCREASED47,65447,515+139+0%$17.6M$17.8M+$251.4K2026-11-05
Harbor Investment Advisory, LLC
DECREASED47,44247,452-100%$17.6M$17.8M+$195.5K2026-10-13
Traphagen Investment Advisors LLC
INCREASED47,14346,567+576+1%$17.2M$17.6M+$410.9K2026-10-14
Ironsides Asset Advisors, LLC
DECREASED46,94748,016-1,069-2%$17.8M$17.6M-$198.2K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED46,89548,275-1,380-3%$17.9M$17.5M-$313.9K2026-10-08
New Covenant Trust Company, N.A.
DECREASED46,78446,790-60%$17.3M$17.5M+$194.3K2026-10-08
Next Level Wealth Planning, LLC
DECREASED46,41446,534-1200%$17.2M$17.4M+$149.9K2026-10-29
Able Financial Group, LLC
INCREASED46,25141,482+4,769+12%$15.3M$17.3M+$2.0M2026-10-14
Symphony Financial, Ltd. Co.
INCREASED46,17636,664+9,512+26%$13.5M$17.3M+$3.7M2026-10-22
Soltis Investment Advisors LLC
INCREASED45,98544,388+1,597+4%$16.4M$17.2M+$784.0K2026-10-28
Coastline Trust Co
DECREASED45,58153,937-8,356-15%$20.0M$17.1M-$2.9M2026-10-01
Oppenheimer & Co Inc
INCREASED45,47445,325+149+0%$16.8M$17.0M+$246.1K2026-10-26
Heirloom Wealth Management
INCREASED45,13443,579+1,555+4%$16.1M$16.9M+$765.2K2026-10-14
Capital Square, LLC
INCREASED45,12541,812+3,313+8%$15.6M$16.9M+$1.3M2026-10-19
Klingman & Associates, LLC
INCREASED45,11044,970+140+0%$16.6M$16.9M+$241.3K2026-10-20
First Heartland Consultants, Inc.
INCREASED44,80533,474+11,331+34%$12.4M$16.8M+$4.4M2026-10-08
Sharper & Granite LLC
DECREASED44,59344,889-296-1%$16.6M$14.3M-$2.3M2026-11-02
Warwick Investment Management, Inc.
DECREASED44,39545,988-1,593-3%$17.0M$16.6M-$402.9K2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED43,85646,463-2,607-6%$17.2M$16.4M-$780.9K2026-10-23
Caldwell Trust Co
INCREASED43,78843,751+37+0%$16.2M$16.4M+$197.6K2026-10-30
Berman McAleer LLC
DECREASED43,68143,895-2140%$16.2M$16.3M+$104.4K2026-10-16
Olistico Wealth, LLC
DECREASED43,468825,883-782,415-95%$16.1M$16.3M+$163.7K2026-10-05
Bokf, NA
INCREASED43,39942,434+965+2%$15.7M$16.2M+$539.4K2026-10-27
Pachira Investments Inc.
INCREASED43,36240,701+2,661+7%$15.1M$16.2M+$1.2M2026-10-14
Ares Financial Consulting, LLC
DECREASED43,30944,884-1,575-4%$16.6M$16.2M-$400.9K2026-10-19
Avant Financial Advisors LLC
INCREASED43,06042,678+382+1%$15.8M$16.1M+$322.2K2026-11-02
Intelligent Financial Strategies
INCREASED43,01742,620+397+1%$15.8M$16.1M+$327.5K2026-10-16
15 Wealth Advisors LLC
NEW42,849—+42,849——$16.0M—2026-10-14
Waldron Private Wealth LLC
INCREASED42,83241,934+898+2%$15.5M$16.0M+$511.2K2026-11-02
RFG Advisory, LLC
INCREASED42,72641,620+1,106+3%$15.4M$16.0M+$588.7K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED42,71841,721+997+2%$15.4M$16.0M+$548.2K2026-10-14
Disciplina Capital Management LLC
DECREASED42,63543,510-875-2%$16.1M$16.0M-$144.7K2026-11-06
Synergy Asset Management, LLC
DECREASED42,63243,479-847-2%$16.1M$16.0M-$134.4K2026-11-05
International Assets Investment Management, LLC
INCREASED42,60841,731+877+2%$15.4M$16.0M+$575.9K2026-11-02
SteelPeak Wealth, LLC
DECREASED42,45860,449-17,991-30%$22.4M$15.9M-$6.5M2026-10-16
NIA Impact Advisors, LLC
DECREASED42,21743,575-1,358-3%$16.1M$15.8M-$325.2K2026-11-04
Seven Post Investment Office LP
DECREASED42,09245,938-3,846-8%$17.0M$15.8M-$1.2M2026-10-26
Melfa Wealth Management, Inc.
INCREASED41,94739,655+2,292+6%$14.7M$15.7M+$1.0M2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED41,92442,749-825-2%$15.8M$15.7M-$129.2K2026-11-05
Relyea Zuckerberg Hanson LLC
INCREASED41,69741,644+53+0%$15.4M$15.6M+$194.7K2026-10-20
Ironwood Financial, llc
INCREASED41,67940,713+966+2%$15.1M$15.6M+$543.0K2026-10-20
Cornerstone Management, Inc.
DECREASED41,58942,589-1,000-2%$15.8M$15.6M-$195.4K2026-10-16
UMB Bank, n.a.
DECREASED41,58043,184-1,604-4%$16.0M$15.6M-$418.9K2026-11-06
First Hawaiian Bank
UNCHANGED41,57341,57300%$15.4M$15.6M+$174.6K2026-10-14
Weaver Consulting Group
INCREASED41,56236,424+5,138+14%$13.5M$15.6M+$2.1M2026-10-07
Avior Wealth Management, LLC
DECREASED41,47441,969-495-1%$15.5M$15.5M-$8.9K2026-10-13
Atala Financial Inc
INCREASED41,06528,925+12,140+42%$10.7M$15.4M+$4.7M2026-10-22
Lantz Financial LLC
DECREASED40,97341,154-1810%$15.2M$15.3M+$105.2K2026-10-15
Good Steward Wealth Advisors,LLC
INCREASED40,93740,895+42+0%$15.1M$15.3M+$187.5K2026-11-06
LexAurum Advisors, LLC
DECREASED40,65541,493-838-2%$15.4M$15.2M-$139.5K2026-10-19
Signal Advisors Wealth, LLC
INCREASED40,62331,149+9,474+30%$11.5M$15.2M+$3.7M2026-10-13
Titleist Asset Management, LLC
INCREASED40,61135,407+5,204+15%$13.1M$15.2M+$2.1M2026-10-08
Rinkey Investments
INCREASED40,39539,953+442+1%$14.8M$15.1M+$333.0K2026-10-28
Squire Investment Management Company, LLC
INCREASED40,25439,664+590+1%$14.7M$15.1M+$387.3K2026-11-03
Shayne & Jacobs, LLC
INCREASED40,21339,568+645+2%$14.6M$15.0M+$407.6K2026-10-21
Yousif Capital Management, LLC
INCREASED40,06339,951+112+0%$14.8M$15.0M+$209.7K2026-10-22
Vaquero Private Wealth, LTD
DECREASED39,86539,868-30%$14.8M$14.9M+$166.2K2026-10-27
Canopy Partners, LLC
DECREASED39,15139,895-744-2%$14.8M$14.7M-$110.9K2026-10-28
PDS Planning, Inc
INCREASED39,08834,991+4,097+12%$12.9M$14.6M+$1.7M2026-11-03
CX Institutional
DECREASED38,96364,827-25,864-40%$24.0K$14.6K-$9.4K2026-10-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED38,93638,504+432+1%$14.2M$14.7M+$479.3K2026-10-21
Dmkc Advisory Services, LLC
DECREASED38,92845,993-7,065-15%$17.0M$14.6M-$2.5M2026-11-04
Tortoise Investment Management, LLC
DECREASED38,68538,756-710%$14.3M$14.5M+$136.2K2026-11-06
Ti-Trust, Inc
DECREASED38,62538,811-1860%$14.4M$14.5M+$93.4K2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED38,48539,286-801-2%$14.5M$14.4M-$134.6K2026-10-22
HMV Wealth Advisors, LLC
DECREASED38,22638,510-284-1%$14.3M$14.3M+$55.5K2026-10-27
One Day In July LLC
DECREASED37,94838,532-584-2%$14.3M$14.2M-$56.6K2026-10-30
Fiduciary Financial Group, LLC
INCREASED37,89937,586+313+1%$13.9M$14.2M+$275.2K2026-10-13
Kathmere Capital Management, LLC
INCREASED37,71137,133+578+2%$13.7M$14.1M+$372.1K2026-10-20
Ramiah Investment Group
INCREASED37,39636,185+1,211+3%$13.4M$14.0M+$605.2K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED37,23134,746+2,485+7%$12.9M$13.9M+$1.1M2026-10-13
Confluence Wealth Services, Inc.
INCREASED37,20036,627+573+2%$13.6M$13.9M+$368.3K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED37,12335,124+1,999+6%$13.0M$13.9M+$895.7K2026-10-29
Symmetry Partners, LLC
DECREASED37,04737,690-643-2%$13.9M$13.9M-$82.4K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED36,96725,547+11,420+45%$9.4M$13.8M+$4.5M2026-10-13
Philadelphia Trust Co
UNCHANGED36,76536,76500%$13.6M$13.8K-$13.6M2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED36,47636,222+254+1%$13.5M$13.8M+$390.2K2026-10-13
Davenport & Co LLC
DECREASED36,42345,432-9,009-20%$16.8M$13.6M-$3.2M2026-10-14
Great Point Wealth Advisors, LLC
DECREASED36,37437,081-707-2%$13.7M$13.6M-$108.8K2026-10-15
Valeo Financial Advisors, LLC
DECREASED36,11039,258-3,148-8%$14.5M$13.5M-$1.0M2026-10-08
Blackston Financial Advisory Group, LLC
DECREASED36,03137,327-1,296-3%$13.8M$13.5M-$328.3K2026-11-04
Krilogy Financial LLC
INCREASED35,99934,948+1,051+3%$12.9M$13.7M+$803.7K2026-10-13
Versant Capital Management, Inc
INCREASED35,98231,556+4,426+14%$11.7M$13.5M+$1.8M2026-10-02
Dynamic Advisor Solutions LLC
INCREASED35,98233,970+2,012+6%$12.6M$13.5M+$895.7K2026-10-13
Emprise Bank
DECREASED35,98236,372-390-1%$13.5M$13.5M+$6.8K2026-10-07
IFP Advisors, Inc
DECREASED35,91936,746-827-2%$13.6M$13.4M-$155.2K2026-10-16
Culbertson A N & Co Inc
DECREASED35,65836,726-1,068-3%$13.6M$13.3M-$245.4K2026-10-21
Autumn Glory Partners, LLC
INCREASED35,63734,044+1,593+5%$12.6M$13.3M+$739.3K2026-10-26
Professional Financial Advisors, LLC
INCREASED35,53335,269+264+1%$13.1M$13.3M+$246.6K2026-10-13
Sunpointe, LLC
DECREASED35,49439,097-3,603-9%$14.5M$13.3M-$1.2M2026-10-22
Sonata Capital Group Inc
DECREASED35,47035,774-304-1%$13.2M$13.3M+$36.5K2026-10-19
West Financial Advisors, LLC
INCREASED35,40316,509+18,894+114%$6.1M$13.2M+$7.1M2026-10-22
Tenon Financial LLC
INCREASED35,33626,489+8,847+33%$9.8M$13.2M+$3.4M2026-10-14
Cambridge Advisors Inc.
DECREASED35,25235,820-568-2%$13.3M$13.2M-$61.9K2026-10-19
Aerodigm Wealth, LLC
DECREASED35,20536,447-1,242-3%$13.5M$13.2M-$311.5K2026-10-16
Calder Financial LLC
DECREASED35,18035,974-794-2%$13.3M$13.2M-$146.3K2026-10-13
Integrated Advisors Network LLC
DECREASED35,16835,894-726-2%$13.3M$13.2M-$121.0K2026-10-20
Highland Capital Management, LLC
INCREASED35,04634,959+87+0%$12.9M$13.1M+$179.1K2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED34,99535,155-1600%$13.0M$13.1M+$87.9K2026-10-13
Trust Co of Vermont
INCREASED34,89333,724+1,169+3%$12.5M$13.1M+$579.1K2026-10-21
Carnegie Investment Counsel
DECREASED34,88335,577-694-2%$13.2M$13.1M-$110.4K2026-10-20
Ignite Planners, LLC
INCREASED34,87222,784+12,088+53%$8.4M$13.1M+$4.6M2026-10-14
Legacy Advisors, LLC
DECREASED34,75041,079-6,329-15%$15.2M$13.0M-$2.2M2026-10-19
Trust Point Inc.
INCREASED34,59834,119+479+1%$12.6M$12.9M+$322.6K2026-10-27
Atlas Brown,Inc.
INCREASED34,57533,530+1,045+3%$12.4M$12.9M+$532.0K2026-10-09
Greenwood Gearhart LLC
INCREASED34,31134,045+266+1%$12.6M$12.8M+$242.6K2026-11-02
Garner Asset Management Corp
INCREASED34,29333,162+1,131+3%$12.3M$12.9M+$608.8K2026-10-30
Partners in Financial Planning
DECREASED34,14735,649-1,502-4%$13.2M$12.8M-$412.4K2026-11-06
Certuity, LLC
INCREASED33,90433,466+438+1%$12.4M$12.7M+$304.5K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED33,85934,067-208-1%$12.6M$12.7M+$65.4K2026-10-16
Gridiron Partners, LLC
INCREASED33,36027,534+5,826+21%$10.2M$12.5M+$2.3M2026-10-08
Endowment Wealth Management, Inc.
INCREASED33,27331,847+1,426+4%$11.8M$12.5M+$667.4K2026-11-03
Romano Brothers and Company
INCREASED33,25925,191+8,068+32%$9.3M$12.4M+$3.1M2026-10-22
Moulton Wealth Management, Inc
DECREASED33,23933,953-714-2%$12.6M$12.5M-$107.6K2026-10-13
CWS Financial Advisors, LLC
INCREASED33,19433,122+72+0%$12.3M$12.4M+$166.1K2026-10-16
Iron Financial LLC
DECREASED33,15633,543-387-1%$12.4M$12.4M-$3.8K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED33,13731,329+1,808+6%$11.6M$12.4M+$808.3K2026-10-05
L.K. Benson & Company, P.C.
INCREASED33,01529,559+3,456+12%$10.9M$12.4M+$1.4M2026-10-23
Imc-Chicago, LLC
DECREASED32,73471,328-38,594-54%$26.4M$12.3M-$14.1M2026-11-05
Trinity Financial Advisors LLC
DECREASED32,65833,989-1,331-4%$12.6M$12.2M-$355.2K2026-10-09
Lebenthal Global Advisors, LLC
DECREASED32,65432,786-1320%$12.1M$12.2M+$88.3K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED32,62732,319+308+1%$12.0M$12.2M+$250.8K2026-10-16
RHS Financial, LLC
INCREASED32,59930,162+2,437+8%$11.2M$12.2M+$1.0M2026-10-13
TPG Advisors LLC
INCREASED32,54131,120+1,421+5%$11.5M$12.2M+$662.4K2026-10-16
Wesbanco Bank Inc
DECREASED32,46548,567-16,102-33%$18.0M$12.1M-$5.8M2026-11-04
GC Wealth Management RIA, LLC
INCREASED32,35929,694+2,665+9%$11.0M$12.1M+$1.1M2026-11-02
Silver Oak Advisory Group, Inc.
DECREASED32,22932,776-547-2%$12.1M$12.1M-$66.6K2026-11-06
Swmg, LLC
DECREASED32,21632,787-571-2%$12.2M$12.1M-$91.4K2026-10-23
Compass Financial Group, Inc.
INCREASED31,79129,800+1,991+7%$11.0M$11.9M+$870.3K2026-11-06
Northland Capital Management LLC
INCREASED31,74231,100+642+2%$11.5M$11.9M+$370.7K2026-10-15
Van Cleef Asset Management,Inc
DECREASED31,62531,676-510%$11.7M$11.8M+$114.0K2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED31,60928,864+2,745+10%$10.7M$11.8M+$1.2M2026-10-14
Retirement Planning Group, LLC
INCREASED31,55930,693+866+3%$11.4M$11.8M+$452.9K2026-10-19
S.A. Mason LLC
INCREASED31,46028,227+3,233+11%$10.4M$11.8M+$1.3M2026-10-13
Weitzel Financial Services, Inc.
INCREASED31,39130,853+538+2%$11.3M$11.9M+$524.0K2026-10-16
Cypress Point Wealth Management, LLC
INCREASED31,31931,303+16+0%$11.6M$11.7M+$137.5K2026-11-03
SVB Wealth LLC
DECREASED31,14031,387-247-1%$11.6M$11.7M+$39.4K2026-11-06
Eastern Bank
DECREASED31,09131,635-544-2%$11.7M$11.6M-$70.7K2026-10-05
Focus Financial Network, Inc.
DECREASED31,01334,274-3,261-10%$12.7M$11.6M-$1.1M2026-10-14
Paladin Partners, LLC
DECREASED30,95931,552-593-2%$11.7M$11.6M-$89.7K2026-10-06
Greenbush Financial Group, LLC
DECREASED30,95831,953-995-3%$11.8M$11.6M-$237.9K2026-10-15
Blue Trust, Inc.
INCREASED30,69329,266+1,427+5%$10.8M$11.5M+$657.2K2026-10-15
M Holdings Securities, Inc.
NEW30,679—+30,679——$11.4K—2026-11-03
Accel Wealth Management
INCREASED30,42129,330+1,091+4%$10.9M$11.4M+$531.6K2026-10-13
Philip James Wealth Mangement, LLC
DECREASED30,36931,098-729-2%$11.5M$11.4M-$142.4K2026-10-27
Legacy Wealth Management, LLC
INCREASED30,30029,077+1,223+4%$10.8M$11.3M+$579.9K2026-10-22
Beacon Financial Group
DECREASED30,08530,529-444-1%$11.3M$11.3M-$38.1K2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED30,00230,179-177-1%$11.2M$11.2M+$60.5K2026-10-30
Koshinski Asset Management, Inc.
INCREASED29,97629,665+311+1%$11.0M$11.2M+$241.1K2026-10-29
Consilium Wealth Advisory, LLC
INCREASED29,94629,581+365+1%$10.9M$11.2M+$260.8K2026-10-14
Integrity Alliance, Llc.
INCREASED29,69129,517+174+1%$10.9M$11.1M+$188.9K2026-10-29
Avestar Capital, LLC
DECREASED29,68634,040-4,354-13%$12.6M$11.1M-$1.5M2026-10-28
Financial Planning Hawaii, Inc.
INCREASED29,51527,657+1,858+7%$10.2M$11.0M+$811.6K2026-10-13
Family Wealth Partners, LLC
INCREASED29,48029,367+113+0%$10.9M$11.0M+$165.6K2026-10-20
Peck Wealth Management, LLC
UNCHANGED29,40429,40400%$10.9M$11.0M+$123.5K2026-10-29
Univest Financial Corp
DECREASED29,33030,870-1,540-5%$11.4M$11.0M-$446.7K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED29,29128,436+855+3%$10.5M$11.0M+$439.3K2026-10-29
Stevens Capital Partners
INCREASED29,23328,718+515+2%$10.6M$10.9M+$313.4K2026-10-29
Farnam Financial LLC
DECREASED29,13629,835-699-2%$11.0M$10.9M-$141.2K2026-10-21
Calamos Wealth Management LLC
INCREASED29,09323,791+5,302+22%$8.8M$10.9M+$2.1M2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED28,76826,115+2,653+10%$9.7M$10.8M+$1.1M2026-10-21
Wealth Effects LLC
INCREASED28,69128,679+12+0%$10.6M$10.7M+$125.0K2026-10-23
Apex Wealth Management, LLC
INCREASED28,60327,568+1,035+4%$10.2M$10.7M+$502.9K2026-10-20
Fisher Asset Management, LLC
DECREASED28,44829,001-553-2%$10.7M$10.6M-$85.3K2026-11-06
Plan Group Financial, LLC
DECREASED28,39729,842-1,445-5%$11.0M$10.7M-$334.5K2026-10-22
Rolek Wealth Management LLC
UNCHANGED28,38628,38600%$10.5M$10.6M+$119.2K2026-10-21
Chesley Taft & Associates LLC
DECREASED28,37728,726-349-1%$10.6M$10.6M-$10.0K2026-10-13
Highland Financial Advisors, LLC
INCREASED28,04826,872+1,176+4%$9.9M$10.5M+$552.9K2026-10-19
Harfst & Associates, Inc.
DECREASED27,96428,401-437-2%$10.5M$10.5M-$44.3K2026-10-20
Phillips Financial Management, LLC
DECREASED27,96327,987-240%$10.4M$10.5M+$108.7K2026-10-19
Pullen Investment Management, LLC
DECREASED27,88329,388-1,505-5%$10.9M$10.4M-$440.0K2026-10-23
Florida Trust Wealth Management Co
INCREASED27,82223,419+4,403+19%$8.7M$10.4M+$1.7M2026-11-05
Graves Light Lenhart Wealth, Inc.
INCREASED27,74927,042+707+3%$10.0M$10.4M+$378.1K2026-10-09
Pacific Capital Wealth Advisors, Inc.
DECREASED27,61732,322-4,705-15%$12.0M$10.3M-$1.6M2026-10-22
Conning Inc.
DECREASED27,56649,266-21,700-44%$18.2M$10.3M-$7.9M2026-10-27
Trust Co
INCREASED27,36627,312+54+0%$10.1M$10.2M+$134.9K2026-10-09
1900 Wealth Management LLC
INCREASED27,24926,889+360+1%$9.9M$10.2M+$247.6K2026-10-13
Sowell Financial Services LLC
INCREASED27,07226,455+617+2%$9.8M$10.1M+$342.2K2026-10-23
Moneco Advisors, LLC
INCREASED26,96826,603+365+1%$9.8M$10.1M+$248.3K2026-11-05
Grove Street Fiduciary, LLC
DECREASED26,95928,524-1,565-5%$10.6M$10.1M-$465.8K2026-10-13
Vannoy Advisory Group, Inc.
INCREASED26,76026,697+63+0%$9.9M$10.0M+$135.7K2026-10-13
Balboa Wealth Partners
INCREASED26,73426,062+672+3%$9.6M$10.0M+$360.9K2026-10-20
Newton One Investments LLC
DECREASED26,66428,059-1,395-5%$10.4M$10.0M-$404.1K2026-10-14
Hall Laurie J Trustee
UNCHANGED26,62026,62000%$9.9M$10.0M+$111.8K2026-10-06
NovaPoint Capital, LLC
INCREASED26,58725,988+599+2%$9.6M$9.9M+$333.3K2026-10-22
Sagespring Wealth Partners, LLC
INCREASED26,52322,900+3,623+16%$8.5M$9.9M+$1.5M2026-10-22
Sterling Capital Management LLC
DECREASED26,47036,734-10,264-28%$13.6M$9.9M-$3.7M2026-10-22
Decker Retirement Planning Inc.
INCREASED26,19224,150+2,042+8%$8.9M$9.8M+$865.4K2026-10-19
Perennial Advisors, LLC
INCREASED26,09720,034+6,063+30%$7.4M$9.8M+$2.4M2026-10-13
ASL Financial, LLC
DECREASED26,06530,045-3,980-13%$11.1M$9.8M-$1.4M2026-10-15
Evermay Wealth Management LLC
DECREASED26,01427,401-1,387-5%$10.1M$9.7M-$404.0K2026-11-05
Prodigy Asset Management LLC
INCREASED25,75024,956+794+3%$9.2M$9.6M+$402.0K2026-10-28
Resonant Capital Advisors, LLC
INCREASED25,68725,686+10%$9.5M$9.6M+$108.3K2026-10-15
Founders Financial Securities LLC
DECREASED25,67826,369-691-3%$9.8M$9.6M-$147.7K2026-10-28
Levin Capital Strategies, L.P.
INCREASED25,66423,199+2,465+11%$8.6M$9.6M+$1.0M2026-11-02
ARQ Wealth Advisors, LLC
DECREASED25,55225,786-234-1%$9.5M$9.6M+$50.8K2026-10-29
Sage Rhino Capital LLC
DECREASED25,48431,155-5,671-18%$11.5M$9.5M-$2.0M2026-10-28
Boston Trust Walden Corp
INCREASED25,47724,383+1,094+4%$9.0M$9.5M+$511.8K2026-10-30
McLean Asset Management Corp
DECREASED25,35925,430-710%$9.4M$9.1M-$222.0K2026-11-06
BluePrint Investing LLC
DECREASED25,33428,680-3,346-12%$10.6M$9.5M-$1.1M2026-10-14
Carroll Advisory Group, LLC
DECREASED25,28025,631-351-1%$9.5M$9.5M-$23.7K2026-10-16
Seamount Financial Group Inc
INCREASED25,21424,635+579+2%$9.1M$9.4M+$320.1K2026-10-21
Evergreen Wealth Management, LLC
INCREASED25,09524,621+474+2%$9.1M$9.4M+$280.6K2026-11-06
Embree Financial Group
INCREASED25,00612,501+12,505+100%$4.6M$9.4M+$4.7M2026-10-22
Forum Financial Management, LP
INCREASED24,99123,866+1,125+5%$8.8M$9.4M+$521.4K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED24,97030,038-5,068-17%$11.1M$9.3M-$1.8M2026-10-26
Greenleaf Trust
INCREASED24,62424,598+26+0%$9.1M$9.2M+$113.0K2026-10-29
United Community Bank
INCREASED24,59121,321+3,270+15%$7.9M$9.2M+$1.3M2026-10-28
Claro Advisors Inc.
DECREASED24,57825,579-1,001-4%$9.5M$9.2M-$267.3K2026-11-02
NWF Advisory Services Inc.
DECREASED24,38930,084-5,695-19%$11.1M$9.1M-$2.0M2026-10-19
Viewpoint Investment Partners Corp
UNCHANGED24,33524,33500%$9.0M$9.1M+$108.3K2026-10-26
Inscription Capital, LLC
DECREASED24,31124,408-970%$9.0M$9.1M+$66.0K2026-11-02
Russell Investments Group, Ltd.
INCREASED24,21621,294+2,922+14%$7.9M$9.1M+$1.2M2026-11-06
Maseco LLP
INCREASED24,07616,565+7,511+45%$6.1M$9.0M+$2.9M2026-10-27
Capital Investment Advisors, LLC
DECREASED23,77524,164-389-2%$8.9M$8.9M-$44.1K2026-10-22
Navigate Wealth Management, LLC
INCREASED23,22217,639+5,583+32%$6.5M$8.9M+$2.4M2026-10-14
Scratch Capital LLC
INCREASED23,17623,063+113+0%$8.5M$8.7M+$139.3K2026-11-02
Chicago Capital, LLC
INCREASED23,17223,149+23+0%$8.6M$8.7M+$105.8K2026-10-13
Steph & Co
DECREASED23,06625,307-2,241-9%$9.4M$8.6M-$732.4K2026-10-07
Acima Private Wealth, LLC
INCREASED23,00522,897+108+0%$8.5M$8.6M+$136.6K2026-10-05
Private Trust Co NA
DECREASED22,99723,878-881-4%$8.8M$8.6M-$229.3K2026-10-20
Allied Investment Advisors, LLC
INCREASED22,87421,872+1,002+5%$8.1M$8.6M+$466.9K2026-10-13
RVW Wealth, LLC
DECREASED22,87322,978-1050%$8.5M$8.6M+$57.4K2026-10-06
Trek Financial, LLC
INCREASED22,84921,393+1,456+7%$7.9M$8.6M+$634.9K2026-10-29
Capital Investment Counsel, LLC
DECREASED22,84623,314-468-2%$8.6M$8.5M-$77.2K2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED22,83622,911-750%$8.5M$8.5M+$68.1K2026-11-05
Global Trust Wealth Management LLC
INCREASED22,80622,414+392+2%$8.3M$8.5M+$240.7K2026-10-14
Human Investing LLC
INCREASED22,70122,295+406+2%$8.3M$8.5M+$245.4K2026-10-19
Entruity Wealth, LLC
INCREASED22,66420,325+2,339+12%$7.5M$8.5M+$960.6K2026-11-06
Marino, Stram & Associates LLC
INCREASED22,49420,882+1,612+8%$7.7M$8.4M+$691.0K2026-10-22
Quantum Financial Advisors, LLC
DECREASED22,45323,881-1,428-6%$8.8M$8.4M-$434.0K2026-11-03
Lanark Financial, Inc.
INCREASED22,40821,937+471+2%$8.1M$8.4M+$268.3K2026-10-26
Selective Wealth Management, Inc.
INCREASED22,37520,809+1,566+8%$7.6M$8.5M+$829.7K2026-10-16
CIBC Asset Management Inc
INCREASED22,36219,494+2,868+15%$7.2M$8.4M+$1.2M2026-11-05
FC Advisory LLC
DECREASED22,32222,789-467-2%$8.4M$8.4M-$78.9K2026-10-05
Equitable Trust Co
UNCHANGED22,29422,29400%$8.2M$8.3M+$93.6K2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED22,17021,976+194+1%$8.1M$8.3M+$165.0K2026-10-21
Howland Capital Management LLC
DECREASED22,15922,657-498-2%$8.4M$8.3M-$91.2K2026-10-22
Guidance Capital, Inc
INCREASED22,08121,721+360+2%$8.0M$8.2M+$120.4K2026-11-03
Global Wealth Management, LLC
INCREASED22,05322,035+18+0%$8.2M$8.3M+$99.3K2026-10-15
SigFig Wealth Management, LLC
DECREASED21,98422,344-360-2%$8.2M$8.2M+$22.2K2026-10-07
Level Financial Advisors
DECREASED21,96522,080-115-1%$8.2M$8.2M+$49.4K2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED21,91124,094-2,183-9%$8.9M$8.2M-$715.5K2026-11-04
Blueprint Investment Partners LLC
INCREASED21,81614,860+6,956+47%$5.5M$8.2M+$2.7M2026-10-28
SilverOak Wealth Management LLC
INCREASED21,67521,090+585+3%$7.8M$8.1M+$307.5K2026-10-29
VAN Strum & Towne Inc.
DECREASED21,66321,828-165-1%$8.1M$8.1M+$30.0K2026-11-06
Life Planning Partners, Inc
DECREASED21,66123,054-1,393-6%$8.5M$8.1M-$424.5K2026-10-28
Beacon Advisors Holdings, LLC
INCREASED21,45921,453+6+0%$7.9M$8.0M+$92.2K2026-10-27
Financial Planning Fort Collins, LLC
INCREASED21,42620,187+1,239+6%$7.5M$8.0M+$520.2K2026-10-16
Quantify Chaos Advisors, LLC
INCREASED21,31020,885+425+2%$7.7M$8.0M+$246.7K2026-11-04
Thrive Wealth Management, LLC
INCREASED21,15420,266+888+4%$7.5M$7.9M+$417.2K2026-10-13
Integral Investment Advisors, Inc.
DECREASED21,05821,324-266-1%$7.9M$7.9M-$10.0K2026-11-03
Auto-Owners Insurance Co
UNCHANGED21,00021,00000%$7.8M$7.9M+$88.2K2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED20,97819,733+1,245+6%$7.3M$7.9M+$549.0K2026-10-15
Heritage Investors Management Corp
DECREASED20,85221,091-239-1%$7.8M$7.8K-$7.8M2026-10-29
Successful Portfolios LLC
INCREASED20,77520,371+404+2%$7.6M$7.9M+$315.1K2026-10-09
Apollon Financial, LLC
DECREASED20,76520,832-670%$7.7M$7.8M+$62.3K2026-10-23
Smith Salley Wealth Management
INCREASED20,75618,805+1,951+10%$7.0M$7.8M+$809.2K2026-11-03
Advus Financial Partners, LLC
DECREASED20,66220,663-10%$7.6M$7.7M+$86.5K2026-10-20
Mission Financial Group, LLC
DECREASED20,63220,952-320-2%$7.8M$7.7M-$31.7K2026-10-21
Trademark Financial Management, LLC
DECREASED20,60821,411-803-4%$7.9M$7.7M-$210.4K2026-10-23
Daymark Wealth Partners, LLC
INCREASED20,59418,828+1,766+9%$7.0M$7.7M+$740.2K2026-11-04
Align Financial, LLC
INCREASED20,5469,836+10,710+109%$7.3M$7.7M+$349.1K2026-10-16
Wealth Architects, LLC
INCREASED20,39220,240+152+1%$7.5M$7.6M+$142.1K2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED20,39120,412-210%$7.6M$7.6M+$77.9K2026-11-03
Accredited Investors Inc.
DECREASED20,34820,393-450%$7.5M$7.6M+$68.9K2026-11-03
West Paces Advisors Inc.
DECREASED20,29120,314-230%$7.5M$7.6M+$76.9K2026-10-13
TD Private Client Wealth LLC
INCREASED20,26718,650+1,617+9%$6.9M$7.6M+$683.5K2026-10-28
Astra Wealth Partners LLC
UNCHANGED20,26020,26000%$7.5M$7.6M+$85.1K2026-11-06
Harrell Investment Partners, LLC
DECREASED20,19820,580-382-2%$7.6M$7.6M-$56.4K2026-10-15
Steele Capital Management, Inc.
DECREASED20,19523,584-3,389-14%$8.7M$7.6M-$1.2M2026-11-02
Arbor Wealth Advisors LLC
DECREASED20,10220,857-755-4%$7.7M$7.5M-$195.0K2026-10-09
Aries Wealth Management
INCREASED20,05420,037+17+0%$7.4M$7.5M+$90.5K2026-10-23
Moors & Cabot, Inc.
INCREASED20,04819,461+587+3%$7.2M$7.5M+$301.5K2026-11-06
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED20,00020,00000%$7.4M$7.5M+$84.0K2026-11-02
Fort Henry Capital, LLC
INCREASED19,96318,927+1,036+5%$7.0M$7.5M+$466.9K2026-10-22
Forbes Financial Planning, Inc.
DECREASED19,87721,059-1,182-6%$7.8M$7.4M-$353.9K2026-10-23
Strategic Point Investment Advisors, LLC
DECREASED19,87419,983-109-1%$7.4M$7.4M+$43.1K2026-10-29
TrustBank
INCREASED19,8582,878+16,980+590%$1.1M$7.4M+$6.4M2026-10-20
Quadrant Private Wealth Management, LLC
NEW19,789—+19,789——$7.4M—2026-11-04
Crestwood Advisors Group, LLC
INCREASED19,72619,459+267+1%$7.2M$7.4M+$181.6K2026-10-27
EdgeRock Capital LLC
INCREASED19,68317,372+2,311+13%$6.4M$7.4M+$937.8K2026-11-03
Tenret Co LLC
NEW19,660—+19,660——$7.4M—2026-11-02
True North Advisors, LLC
DECREASED19,60419,739-135-1%$7.3M$7.3M+$32.5K2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED19,57519,220+355+2%$7.1M$7.3M+$213.6K2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED19,54519,503+42+0%$7.2M$7.3M+$97.4K2026-10-13
WealthPLAN Partners, LLC
DECREASED19,53222,409-2,877-13%$8.3M$7.3M-$982.5K2026-10-15
Northern Lights Advisors, Inc.
DECREASED19,49119,842-351-2%$7.3M$7.3M-$48.0K2026-10-21
Keener Financial Planning LLC
DECREASED19,44620,336-890-4%$7.5M$7.3M-$247.4K2026-11-06
Blueprint Financial Advisors LLC
NEW19,400—+19,400——$7.3M—2026-10-28
ACT Advisors, Llc.
INCREASED19,32218,414+908+5%$6.8M$7.2M+$417.3K2026-10-15
Rockwood Wealth Management, LLC
INCREASED19,31818,804+514+3%$7.0M$7.2M+$271.4K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED19,21912,900+6,319+49%$4.8M$7.2M+$2.4M2026-10-14
Larson Financial Group LLC
INCREASED19,15416,519+2,635+16%$6.1M$7.2M+$1.1M2026-11-05
MCF Advisors LLC
DECREASED19,09119,732-641-3%$7.3M$7.1M-$156.8K2026-10-28
Unify Financial Advisors
INCREASED19,04818,850+198+1%$7.0M$7.1M+$153.5K2026-11-03
Montis Financial, LLC
UNCHANGED19,00119,00100%$7.0M$7.1M+$79.8K2026-11-04
Washington Trust Bank
DECREASED18,97619,478-502-3%$7.2M$7.1M-$106.1K2026-11-03
Midland Wealth Advisors, LLC
DECREASED18,97419,384-410-2%$7.2M$7.1M-$72.0K2026-10-26
Cutler Investment Counsel LLC
INCREASED18,90718,791+116+1%$7.0M$7.1M+$122.5K2026-10-28
Summit Investment Advisory Services, LLC
DECREASED18,86818,882-140%$7.0M$7.1M+$74.0K2026-11-03
Blume Capital Management, Inc.
INCREASED18,86418,860+4+0%$7.0M$7.1M+$80.6K2026-10-26
First Citizens Bank & Trust Co
DECREASED18,82019,087-267-1%$7.1M$7.0M-$19.8K2026-10-14
SeaCrest Wealth Management, LLC
INCREASED18,76717,256+1,511+9%$6.4M$7.0M+$638.0K2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED18,73516,932+1,803+11%$6.3M$7.0M+$745.9K2026-10-22
Mitchell Sinkler & Starr
DECREASED18,69318,735-420%$6.9M$7.0M+$63.0K2026-10-13
Bedel Financial Consulting, Inc.
INCREASED18,44618,045+401+2%$6.7M$6.9M+$225.9K2026-11-06
Naples Global Advisors, LLC
INCREASED18,43518,385+50+0%$6.8M$6.9M+$95.9K2026-11-05
Matauro, LLC
INCREASED18,3368,756+9,580+109%$3.2M$6.9M+$3.6M2026-11-03
King Luther Capital Management Corp
INCREASED18,31217,830+482+3%$6.6M$6.9M+$255.3K2026-11-05
Evergreen Capital Management LLC
INCREASED18,30718,306+1+0%$6.8M$6.9M+$77.1K2026-10-23
PKS Advisory Services, LLC
UNCHANGED18,28718,28700%$6.8M$6.8M$02026-10-26
Martin Capital Advisors, LLP
DECREASED18,27118,295-240%$6.8M$6.8M+$67.9K2026-10-15
DT Investment Partners, LLC
DECREASED18,25718,384-127-1%$6.8M$6.8M+$29.7K2026-10-27
Providence First Trust Co
INCREASED18,22715,834+2,393+15%$5.9M$6.8M+$962.0K2026-11-02
Five Pine Wealth Management
DECREASED18,16018,684-524-3%$6.9M$6.8M-$117.4K2026-10-20
Lunt Capital Management, Inc.
INCREASED18,12417,831+293+2%$6.6M$6.8M+$184.5K2026-10-30
Nations Financial Group Inc,
DECREASED18,03421,743-3,709-17%$8.0M$6.7M-$1.3M2026-11-05
Saxon Interests, Inc.
DECREASED18,01624,529-6,513-27%$9.1M$6.7M-$2.3M2026-10-26
Intrua Financial, LLC
INCREASED18,01317,593+420+2%$6.5M$6.7M+$231.0K2026-10-28
Guyasuta Investment Advisors Inc
DECREASED17,99418,122-128-1%$6.7M$6.7M+$28.2K2026-10-15
55 North Private Wealth, LLC
INCREASED17,96417,564+400+2%$6.5M$6.7M+$223.6K2026-10-20
Traynor Capital Management, Inc.
INCREASED17,82317,191+632+4%$6.4M$6.7M+$308.8K2026-10-29
Charis Legacy Partners, LLC
DECREASED17,78617,847-610%$6.6M$6.7M+$52.2K2026-10-22
Arista Wealth Management, LLC
DECREASED17,71317,850-137-1%$6.6M$6.6M+$23.8K2026-10-29
Coyle Financial Counsel LLC
INCREASED17,56117,222+339+2%$6.4M$6.6M+$198.8K2026-10-28
Lakeside Advisors, Inc.
UNCHANGED17,47317,47300%$6.5M$6.5M+$73.4K2026-10-20
R. W. Roge & Company, Inc.
DECREASED17,45817,534-760%$6.5M$6.5K-$6.5M2026-11-04
Durante & Waters, LLC
DECREASED17,42417,494-700%$6.5M$6.5M+$47.3K2026-10-28
Traveka Wealth, LLC
DECREASED17,40118,383-982-5%$6.8M$6.5M-$290.3K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED17,38422,009-4,625-21%$8.1M$6.5M-$1.6M2026-10-30
Hurlow Wealth Management Group, Inc.
DECREASED17,35417,672-318-2%$6.5M$6.5M-$45.0K2026-10-29
First Citizens Financial Corp
INCREASED17,32416,270+1,054+6%$6.0M$6.5M+$462.8K2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED17,13817,363-225-1%$6.4M$6.4M-$11.3K2026-10-23
Rockingstone Advisors LLC
INCREASED17,07517,000+75+0%$6.3M$6.4M+$99.5K2026-10-16
Optima Capital LLC
DECREASED17,01517,981-966-5%$6.7M$6.4M-$285.8K2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED17,00317,467-464-3%$6.5M$6.4M-$100.3K2026-10-15
Strategic Financial Group, LLC
DECREASED16,98217,120-138-1%$6.3M$6.4M+$20.3K2026-10-08
Buck Wealth Strategies, LLC
INCREASED16,9458,422+8,523+101%$3.1M$6.3M+$3.2M2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED16,94217,012-700%$6.3M$6.3M+$18.4K2026-10-28
Value Investment Professionals, LLC
INCREASED16,87416,868+6+0%$6.2M$6.3M+$73.2K2026-10-13
Prospect Financial Group LLC
DECREASED16,83017,067-237-1%$6.3M$6.3M-$17.2K2026-11-05
JIM Saulnier & Associates, LLC
DECREASED16,73818,734-1,996-11%$6.9M$6.3M-$668.5K2026-11-04
Legal Advantage Investments, Inc.
INCREASED16,70314,049+2,654+19%$5.2M$6.3M+$1.1M2026-10-13
D.B. Root & Company, LLC
INCREASED16,61516,004+611+4%$5.9M$6.2M+$295.9K2026-11-04
Selby Wealth Management, LLC
DECREASED16,58916,968-379-2%$6.3M$6.2M-$70.8K2026-10-16
Quartz Partners, LLC
INCREASED16,58516,546+39+0%$6.1M$6.2M+$84.1K2026-11-03
Provident Living Financial Services, Inc.
INCREASED16,57715,598+979+6%$5.8M$6.2M+$387.7K2026-11-03
Old National Bancorp
DECREASED16,55417,294-740-4%$6.4M$6.2M-$204.3K2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED16,54018,026-1,486-8%$6.7M$6.2M-$480.3K2026-10-14
NavPoint Financial, Inc.
INCREASED16,53516,098+437+3%$6.0M$6.2M+$231.3K2026-10-21
WoodTrust Financial Corp
DECREASED16,44517,750-1,305-7%$6.6M$6.2K-$6.6M2026-10-09
Advisory Solutions Group, LLC
INCREASED16,43815,702+736+5%$5.8M$6.2M+$341.4K2026-10-14
Strid Group, LLC
INCREASED16,40316,362+41+0%$6.1M$6.1M+$83.9K2026-10-28
Earned Wealth Advisors, LLC
INCREASED16,37115,993+378+2%$5.9M$6.1M+$208.3K2026-11-06
Abundance Wealth Counselors
DECREASED16,35016,963-613-4%$6.3M$6.1M-$158.2K2026-10-26
Bayban
UNCHANGED16,32616,32600%$6.0M$6.0M$02026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED16,23116,564-333-2%$6.1M$6.1M-$55.1K2026-11-04
Washington Trust Advisors, Inc.
INCREASED16,19615,617+579+4%$5.8M$6.1M+$282.3K2026-10-22
High Net Worth Advisory Group LLC
INCREASED16,15115,720+431+3%$5.8M$6.0M+$227.6K2026-10-26
Friday Financial
DECREASED16,09716,325-228-1%$6.0M$6.0M+$5.4K2026-10-09
Clear Creek Financial Management, LLC
DECREASED15,98116,906-925-5%$6.3M$6.0M-$275.2K2026-10-28
Ascentis Independent Advisors
INCREASED15,977220+15,757+7162%$81.4K$6.0M+$5.9M2026-11-03
Summit Wealth Group LLC / Co
INCREASED15,91515,551+364+2%$5.8M$6.0M+$201.6K2026-10-29
LAM Group, Inc.
DECREASED15,84315,893-500%$5.9M$5.9M+$48.0K2026-10-26
Harbor Asset Planning, Inc.
INCREASED15,84215,839+3+0%$5.9M$5.9M+$67.6K2026-10-23
Ethic Inc.
INCREASED15,8196,781+9,038+133%$2.5M$5.9M+$3.4M2026-11-03
Bear Mountain Capital, Inc.
INCREASED15,79013,449+2,341+17%$5.0M$5.9M+$914.9K2026-11-04
Tred Avon Family Wealth, LLC
INCREASED15,78112,657+3,124+25%$4.7M$5.9M+$1.2M2026-10-20
Altura Wealth Advisors Inc.
INCREASED15,55814,007+1,551+11%$5.2M$5.8M+$639.4K2026-10-22
ARK & TLK Investments, LLC
DECREASED15,46716,504-1,037-6%$6.1M$5.8M-$318.8K2026-10-20
Exchange Bank
INCREASED15,46213,366+2,096+16%$4.9M$5.8M+$840.5K2026-10-07
Quarry Hill Advisors, LLC
DECREASED15,27015,306-360%$5.7M$5.7M+$50.8K2026-11-04
Aspen Investment Management Inc
DECREASED15,23815,349-111-1%$5.7K$5.7K+$232026-11-05
Hohimer Wealth Management, LLC
DECREASED15,20515,228-230%$5.6M$5.7M+$55.4K2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED15,19415,19400%$5.6M$5.7M+$63.8K2026-10-22
WealthBridge Capital Management, LLC
INCREASED15,18615,018+168+1%$5.6M$5.7M+$125.7K2026-10-16
Single Point Partners, LLC
INCREASED15,14114,854+287+2%$5.5M$5.7M+$169.7K2026-10-19
Advocate Group LLC
INCREASED15,12115,029+92+1%$5.6M$5.7M+$97.6K2026-10-19
Milestone Investment Advisors LLC
INCREASED15,08114,968+113+1%$5.5M$5.6M+$105.1K2026-11-05
Unique Wealth, LLC
DECREASED15,07215,249-177-1%$5.6M$5.6M-$2.2K2026-10-16
Csenge Advisory Group
INCREASED15,02813,803+1,225+9%$5.1M$5.6M+$516.4K2026-11-04
Eclectic Associates Inc
DECREASED15,00815,531-523-3%$5.7M$5.6M-$130.7K2026-10-09
Shakespeare Wealth Management, LLC
UNCHANGED14,98214,98200%$5.5M$5.6M+$63.0K2026-10-28
Cynosure Group, LLC
DECREASED14,94515,181-236-2%$5.6M$5.6M-$24.1K2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED14,87515,112-237-2%$5.6M$5.6M-$25.1K2026-10-27
Councilmark Asset Management, LLC
INCREASED14,83414,829+5+0%$5.5M$5.6M+$64.2K2026-10-20
HBW Advisory Services LLC
INCREASED14,79013,689+1,101+8%$5.1M$5.5M+$469.6K2026-10-15
Stonebridge Financial Group, LLC
INCREASED14,77914,714+65+0%$5.4M$5.5M+$86.2K2026-10-01
Avidian Wealth Enterprises, LLC
INCREASED14,74213,060+1,682+13%$4.8M$5.5M+$684.6K2026-10-08
Phillip James Consulting Co.
INCREASED14,71511,845+2,870+24%$4.4M$5.5M+$1.1M2026-11-03
Flagship Private Wealth, LLC
DECREASED14,70117,059-2,358-14%$6.3M$5.5M-$811.1K2026-11-05
Hardin Capital Partners, LLC
INCREASED14,69113,969+722+5%$5.2M$5.5M+$322.8K2026-10-09
DKM Wealth Management, Inc.
INCREASED14,68014,675+5+0%$5.4M$5.5M+$63.5K2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED14,66515,629-964-6%$5.8M$5.5M-$295.0K2026-10-27
Verum Partners LLC
DECREASED14,65315,436-783-5%$5.7M$5.5M-$228.0K2026-10-21
Fingerlakes Wealth Management, Inc.
DECREASED14,60914,751-142-1%$5.5M$5.5M+$8.8K2026-11-04
Catalyst Financial Partners LLC
INCREASED14,60813,933+675+5%$5.2M$5.5M+$311.1K2026-11-06
Old Peak Finance LLC
INCREASED14,56114,127+434+3%$5.2M$5.4M+$221.6K2026-11-02
Gerber, LLC
INCREASED14,48314,482+1+0%$5.4M$5.4M+$61.2K2026-10-21
Stone Wealth Partners
INCREASED14,4447,121+7,323+103%$2.6M$5.4M+$2.8M2026-11-05
RF&L Wealth Management, LLC
DECREASED14,42214,427-50%$5.3M$5.4M+$58.8K2026-10-20
Biltmore Family Office, LLC
INCREASED14,42114,418+3+0%$5.3M$5.4M+$61.4K2026-11-03
NBT Bank, N.A.
DECREASED14,38116,764-2,383-14%$6.2M$5.4M-$821.6K2026-10-21
Vicus Capital
DECREASED14,33514,408-73-1%$5.3M$5.4M+$33.2K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED14,29415,877-1,583-10%$5.9M$5.3M-$525.8K2026-10-19
Oakworth Capital, Inc.
INCREASED14,28111,171+3,110+28%$4.1M$5.3M+$1.2M2026-10-26
Kendall Capital Management
DECREASED14,27714,711-434-3%$5.4M$5.3M-$100.4K2026-10-23
Hanson & Doremus Investment Management
DECREASED14,27314,376-103-1%$5.3M$5.3K-$5.3M2026-10-16
Diversified Management Inc
UNCHANGED14,27314,27300%$5.3M$5.3M+$60.0K2026-10-08
Quadcap Wealth Management, LLC
DECREASED14,23715,051-814-5%$5.6M$5.3M-$241.1K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED14,21014,21000%$5.3M$5.3M+$59.5K2026-10-15
Andrews Advisory Associates, LLC
DECREASED14,19614,619-423-3%$5.4M$5.3M-$97.1K2026-10-15
Madrid Wealth Management, LLC
DECREASED14,16414,537-373-3%$5.4M$5.3M-$78.5K2026-10-23
Global Assets Advisory, LLC
INCREASED14,13911,686+2,453+21%$4.3M$5.4M+$1.1M2026-10-28
BCS Wealth Management
INCREASED14,11614,088+28+0%$5.2M$5.3M+$69.2K2026-11-03
Bright Financial Advisors, Inc.
DECREASED14,10514,485-380-3%$5.4M$5.3M-$81.5K2026-10-23
Narus Financial Partners, LLC
DECREASED14,07914,176-97-1%$5.2M$5.3M+$23.2K2026-10-19
City Holding Co
DECREASED14,07214,283-211-1%$5.3M$5.3M-$19.0K2026-10-19
ALM First Financial Advisors, LLC
UNCHANGED14,00014,00000%$4.1M$4.2M+$47.0K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED13,95513,95500%$5.2M$5.2M+$58.6K2026-10-21
Fiduciary Alliance LLC
DECREASED13,91418,577-4,663-25%$6.9M$5.2M-$1.7M2026-10-13
Cullen T Bankers, Inc.
DECREASED13,90917,379-3,470-20%$6.4M$5.2M-$1.2M2026-10-28
Elmwood Wealth Management, Inc.
DECREASED13,86514,204-339-2%$5.3M$5.2M-$67.1K2026-10-14
Bluestem Financial Advisors, LLC
DECREASED13,83514,581-746-5%$5.4M$5.2M-$218.0K2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED13,82910,574+3,255+31%$3.9M$5.2M+$1.3M2026-10-22
Innovative Wealth Building LLC
INCREASED13,8179,014+4,803+53%$3.3M$5.2M+$1.8M2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED13,81314,031-218-2%$5.2M$5.2M-$22.6K2026-11-05
Flagstar Securities, Inc
DECREASED13,79913,893-94-1%$5.1M$5.2M+$23.0K2026-10-15
Nemes Rush Group LLC
INCREASED13,74913,746+3+0%$5.1M$5.1M+$58.8K2026-11-04
Cascade Investment Advisors, Inc.
INCREASED13,74213,226+516+4%$4.9M$5.1M+$248.7K2026-11-02
White Lighthouse Investment Management Inc.
INCREASED13,71013,481+229+2%$5.0M$5.1M+$142.0K2026-10-21
Clear Retirement Advice LLC
DECREASED13,68113,943-262-2%$5.2M$5.1M-$39.5K2026-10-22
Rodgers & Associates, LTD
DECREASED13,67813,786-108-1%$5.1M$5.1M+$17.6K2026-10-20
Creekside Partners
INCREASED13,65213,432+220+2%$5.0M$5.1M+$138.6K2026-11-04
Sentry LLC
INCREASED13,58513,455+130+1%$5.0M$5.1M+$105.2K2026-10-30
Summit Global Investments
INCREASED13,52212,497+1,025+8%$4.6M$5.1K-$4.6M2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED13,50013,407+93+1%$5.0M$5.1M+$72.3K2026-10-19
Woodside Wealth Management LLC
INCREASED13,47413,468+6+0%$5.0M$5.0M+$58.8K2026-10-16
Shepherd Street Advisors LLC
INCREASED13,36312,936+427+3%$4.8M$5.1M+$286.2K2026-10-21
TruNorth Capital Management, LLC
INCREASED13,36313,257+106+1%$4.9M$5.0M+$95.6K2026-10-14
Values Added Financial LLC
DECREASED13,35913,366-70%$4.9M$5.0M+$53.3K2026-10-28
Goldstein Advisors, LLC
INCREASED13,32710,130+3,197+32%$3.7M$5.0M+$1.2M2026-10-15
BNC Wealth Management, LLC
INCREASED13,19713,154+43+0%$4.9M$4.9M+$71.6K2026-10-19
Bernicke Wealth Management, Ltd.
INCREASED13,17712,890+287+2%$4.8M$4.9M+$161.5K2026-11-06
Madrona Financial Services, LLC
INCREASED13,16212,295+867+7%$4.5M$4.9M+$376.2K2026-10-23
Brown Miller Wealth Management, LLC
INCREASED13,13913,138+1+0%$4.9M$4.9M+$55.6K2026-11-02
May Hill Capital, LLC
DECREASED13,08213,214-132-1%$4.9M$4.9M+$6.2K2026-11-03
Strategic Advisors LLC
INCREASED13,08110,891+2,190+20%$4.0M$4.9M+$865.3K2026-10-13
XML Financial, LLC
INCREASED13,05312,754+299+2%$4.7M$4.9M+$165.4K2026-10-29
CogentBlue Wealth Advisors, LLC
DECREASED13,03813,473-435-3%$5.0M$4.9M-$106.2K2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED13,03713,842-805-6%$5.1M$4.9M-$242.9K2026-11-02
Carolina Wealth Management Inc
DECREASED13,03313,108-75-1%$4.9M$4.9M+$26.7K2026-10-29
Donalies Financial Planning, LLC
INCREASED13,02712,956+71+1%$4.8M$4.9M+$81.1K2026-10-19
Kestra Investment Management, LLC
INCREASED13,00812,270+738+6%$4.5M$4.9M+$327.7K2026-11-04
Sepio Capital, LP
INCREASED12,9368,681+4,255+49%$3.2M$4.8M+$1.6M2026-10-22
Pacifica Partners Inc.
INCREASED12,9337,163+5,770+81%$2.6M$4.9M+$2.2M2026-10-09
Innealta Capital, LLC
DECREASED12,92214,344-1,422-10%$5.3M$4.8M-$471.9K2026-11-02
Mattern Wealth Management LLC
UNCHANGED12,92212,92200%$4.8M$4.8M+$54.3K2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED12,92113,778-857-6%$5.1M$4.8M-$262.7K2026-10-21
Clear Trail Advisors, LLC
DECREASED12,86213,864-1,002-7%$5.1M$4.8M-$316.5K2026-10-20
Partners Wealth Management, LLC
NEW12,859—+12,859——$4.8M—2026-10-28
626 Financial, LLC
INCREASED12,82412,662+162+1%$4.7M$4.8M+$113.9K2026-11-04
Pinnacle Financial Group, LLC / IL
DECREASED12,77512,870-95-1%$4.8M$4.8M+$18.6K2026-10-29
Granite Islands Private Wealth, LLC
NEW12,756—+12,756——$4.8M—2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED12,74813,148-400-3%$4.9M$4.8M-$94.4K2026-10-19
Pegasus Asset Management, Inc.
INCREASED12,74712,744+3+0%$4.7M$4.8M+$54.4K2026-11-03
Certified Advisory Corp
INCREASED12,72512,487+238+2%$4.6M$4.8M+$141.8K2026-10-29
Sovran Advisors, LLC
INCREASED12,72310,113+2,610+26%$3.7M$4.8M+$1.1M2026-11-02
National Wealth Management Group, LLC
DECREASED12,71712,896-179-1%$4.8M$4.8M-$12.5K2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED12,70212,70200%$4.7M$4.7M$02026-10-22
Fairway Wealth LLC
INCREASED12,65612,258+398+3%$4.5M$4.7M+$200.3K2026-10-30
Acropolis Investment Management, LLC
INCREASED12,62712,523+104+1%$4.6M$4.7M+$91.5K2026-10-08
Asset Dedication, LLC
DECREASED12,59614,801-2,205-15%$5.5M$4.7M-$763.0K2026-11-03
Myecfo, LLC
INCREASED12,5778,410+4,167+50%$3.1M$4.7M+$1.6M2026-10-14
CFS Investment Advisory Services, LLC
INCREASED12,49912,307+192+2%$4.5M$4.8M+$243.1K2026-10-19
Mayfair Advisory Group, LLC
INCREASED12,49712,429+68+1%$4.5M$4.7M+$142.9K2026-10-20
Money Concepts Capital Corp
DECREASED12,44513,149-704-5%$4.9M$4.7M-$208.0K2026-11-06
Lake Street Private Wealth, LLC
INCREASED12,41312,301+112+1%$4.6M$4.6M+$93.2K2026-10-22
Spinnaker Investment Group, LLC
DECREASED12,35912,874-515-4%$4.8M$4.6M-$138.6K2026-10-13
James J. Burns & Company, LLC
DECREASED12,34512,821-476-4%$4.7M$4.6M-$124.4K2026-10-22
Sylvest Advisors, LLC
DECREASED12,30812,949-641-5%$4.8M$4.6M-$185.6K2026-10-26
Canvas Wealth Advisors, LLC
INCREASED12,21011,956+254+2%$4.4M$4.6M+$193.9K2026-11-02
SC&H Financial Advisors, Inc.
DECREASED12,18113,069-888-7%$4.8M$4.6M-$277.6K2026-10-14
Hendershot Investments Inc.
DECREASED12,17812,199-210%$4.5M$4.6M+$43.3K2026-11-05
Fulton Bank, N.A.
INCREASED12,16412,012+152+1%$4.4M$4.6M+$107.3K2026-10-14
Hegarty Advisors, LLC
INCREASED12,1638,285+3,878+47%$3.1M$4.6M+$1.5M2026-10-20
Forza Wealth Management, LLC
DECREASED12,14713,161-1,014-8%$4.9M$4.5M-$324.2K2026-10-20
Aprio Wealth Management, LLC
INCREASED12,12412,049+75+1%$4.5M$4.5M+$78.7K2026-10-28
Royal Fund Management, LLC
INCREASED12,06211,650+412+4%$4.3M$4.5M+$203.2K2026-10-22
Gradient Investments LLC
INCREASED12,00510,605+1,400+13%$3.9M$4.5M+$568.7K2026-10-08
Uptick Partners, LLC
INCREASED11,9899,845+2,144+22%$3.6M$4.5M+$843.8K2026-11-04
Bison Wealth, LLC
INCREASED11,98411,874+110+1%$4.4M$4.6M+$159.5K2026-10-13
DecisionPoint Financial, LLC
DECREASED11,94912,057-108-1%$4.5M$4.5M+$30.6K2026-10-27
Howard Financial Services, Ltd.
INCREASED11,86311,071+792+7%$4.1M$4.4M+$342.9K2026-10-15
TopTier Wealth Management, LLC
INCREASED11,8439,809+2,034+21%$3.6M$4.4M+$802.4K2026-10-16
Letson Investment Management, Inc.
DECREASED11,83213,125-1,293-10%$4.9M$4.4M-$428.8K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED11,80011,200+600+5%$4.1M$4.4M+$271.6K2026-10-29
Treasure Coast Financial Planning
DECREASED11,77311,814-410%$4.4M$4.4M+$34.3K2026-11-03
Hoese & Co LLP
UNCHANGED11,72911,72900%$4.3M$4.4M+$49.3K2026-10-21
Carl P. Sherr & Co., LLC
DECREASED11,69011,848-158-1%$4.4M$4.4M-$9.2K2026-11-06
Wespac Advisors, LLC
DECREASED11,64012,449-809-6%$4.6M$4.4M-$250.5K2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED11,63111,63100%$4.3M$4.4M+$48.9K2026-10-09
Gateway Investment Advisers LLC
INCREASED11,6277,935+3,692+47%$2.9M$4.4M+$1.4M2026-10-13
Lynx Investment Advisory
DECREASED11,61611,633-170%$4.3M$4.3M+$42.5K2026-10-27
PPS&V Asset Management Consultants, Inc.
DECREASED11,59211,827-235-2%$4.4M$4.3M-$38.5K2026-10-06
Chatham Capital Group, Inc.
INCREASED11,5555,375+6,180+115%$2.0M$4.3M+$2.3M2026-10-16
Yoder Wealth Management, Inc.
INCREASED11,53211,476+56+0%$4.2M$4.3M+$69.2K2026-10-13
Greenhouse Wealth Management, LLC
INCREASED11,52911,202+327+3%$4.1M$4.3M+$169.4K2026-10-20
Ascent Group, LLC
DECREASED11,49611,498-20%$4.3M$4.3M+$47.6K2026-10-30
Boyum Wealth Architects LLC
DECREASED11,49411,631-137-1%$4.3M$4.3M+$43.8K2026-10-06
Armbruster Capital Management, Inc.
INCREASED11,4565,584+5,872+105%$2.1M$4.3M+$2.2M2026-10-19
Simplicity Wealth,LLC
INCREASED11,45410,486+968+9%$3.9M$4.3M+$406.4K2026-10-23
Kwmg, LLC
DECREASED11,43511,447-120%$4.2M$4.3M+$43.5K2026-10-07
YHB Investment Advisors, Inc.
INCREASED11,4259,806+1,619+17%$3.6M$4.3M+$647.0K2026-10-08
BLB&B Advisors, LLC
INCREASED11,39610,832+564+5%$4.0M$4.3M+$256.9K2026-10-27
PCA Investment Advisory Services Inc.
INCREASED11,38911,205+184+2%$4.1M$4.3M+$115.7K2026-10-13
Gallacher Capital Management LLC
DECREASED11,34811,573-225-2%$4.3M$4.2M-$35.5K2026-10-30
RM Financial Services, LLC
INCREASED11,27810,725+553+5%$4.0M$4.2M+$252.0K2026-11-03
Alliance Wealth Advisors, LLC
INCREASED11,26711,232+35+0%$4.2M$4.2M+$60.3K2026-10-28
Professional Advisory Services Inc
UNCHANGED11,26011,26000%$4.2K$4.2K+$472026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED11,25911,197+62+1%$4.1M$4.2M+$70.2K2026-11-04
Pinnacle Bancorp, Inc.
INCREASED11,19611,182+14+0%$4.1M$4.2M+$52.2K2026-10-21
Trail Ridge Investment Advisors, LLC
NEW11,131—+11,131——$4.2M—2026-10-16
Lodestone Wealth Management LLC
INCREASED11,11810,438+680+7%$3.9M$4.2M+$298.4K2026-10-14
Heritage Family Offices, LLP
INCREASED11,11410,603+511+5%$3.9M$4.2M+$235.9K2026-11-02
Palisade Asset Management, LLC
UNCHANGED11,09411,09400%$4.1M$4.2M+$46.6K2026-11-03
LongView Wealth Management
INCREASED11,09111,007+84+1%$4.1M$4.2M+$77.5K2026-10-19
Beam Wealth Advisors, Inc.
INCREASED11,05410,149+905+9%$3.8M$4.1M+$381.2K2026-11-03
Absolute Capital Management, LLC
INCREASED11,00010,902+98+1%$4.0M$4.1M+$82.6K2026-10-16
Spire Wealth Management
DECREASED10,97814,823-3,845-26%$5.5M$4.1M-$1.4M2026-10-30
Jnba Financial Advisors
DECREASED10,95511,025-70-1%$4.1M$4.1M+$20.1K2026-11-03
Security National Bank
INCREASED10,92410,719+205+2%$4.0M$4.1M+$121.7K2026-10-26
Foguth Wealth Management, Llc.
DECREASED10,87311,544-671-6%$4.2M$4.1M-$160.9K2026-10-19
Renasant Bank
DECREASED10,85810,881-230%$4.0M$4.1M+$37.1K2026-11-05
Frankly Finances, LLC
INCREASED10,85510,747+108+1%$4.0M$4.1M+$85.6K2026-10-28
Davis Capital Management
DECREASED10,79210,919-127-1%$4.0M$4.0M-$1.6K2026-10-08
Legacy Wealth Management, LLC / MS
DECREASED10,75511,755-1,000-9%$4.3M$4.0M-$324.9K2026-10-30
Old North State Wealth Management, LLC
DECREASED10,68410,786-102-1%$4.0M$4.0M+$6.3K2026-10-22
Accretive Wealth Partners, LLC
INCREASED10,65010,579+71+1%$3.9M$4.0M+$71.0K2026-11-06
Lantern Wealth Advisors, LLC
INCREASED10,64910,547+102+1%$3.9M$4.0M+$82.2K2026-10-22
FF Advisors,LLC
INCREASED10,63110,560+71+1%$3.9M$4.0M+$71.1K2026-10-21
Avantax Planning Partners, Inc.
DECREASED10,63010,661-310%$3.9M$4.0M+$33.3K2026-11-03
Grove Bank & Trust
DECREASED10,58610,594-80%$3.9M$4.0M+$41.5K2026-10-08
Aviance Capital Partners, LLC
INCREASED10,48910,486+3+0%$3.9M$3.9M+$45.1K2026-10-29
Mainsail Asset Management, LLC
DECREASED10,46010,585-125-1%$3.9M$4.0M+$116.5K2026-10-14
Private Advisory Group LLC
DECREASED10,41510,636-221-2%$3.9M$3.9M-$38.3K2026-11-06
Falcon Wealth Planning
INCREASED10,4129,725+687+7%$3.6M$3.9M+$298.2K2026-11-06
Omni 360 Wealth, Inc.
INCREASED10,3679,215+1,152+13%$3.4M$3.9M+$470.0K2026-10-13
Lakewood Asset Management LLC
INCREASED10,35910,343+16+0%$3.8M$3.9M+$49.3K2026-10-26
Anderson Hoagland & Co
INCREASED10,3249,817+507+5%$3.6M$3.9M+$237.9K2026-10-23
Calamos Advisors LLC
UNCHANGED10,30010,30000%$3.8M$3.9M+$43.3K2026-11-02
Lazari Capital Management, Inc.
DECREASED10,26810,449-181-2%$3.9M$3.8M-$24.0K2026-10-20
Roof Eidam Maycock Peralta, LLC
UNCHANGED10,23910,23900%$3.8M$3.8M+$43.0K2026-10-15
Peirce Capital Management, LLC
DECREASED10,23210,949-717-7%$4.1M$3.8M-$222.3K2026-10-19
Accurate Wealth Management, LLC
INCREASED10,1669,474+692+7%$3.5M$3.9M+$347.2K2026-10-20
Outfitters Financial LLC
DECREASED10,13910,389-250-2%$3.8M$3.8M-$49.9K2026-10-23
Ellsworth Advisors, LLC
INCREASED10,1351,138+8,997+791%$423.7K$3.8M+$3.4M2026-10-15
Barton Investment Management
DECREASED10,09510,617-522-5%$3.9M$3.8M-$150.8K2026-10-27
Highline Wealth Partners LLC
INCREASED10,0759,160+915+10%$3.4M$3.8M+$381.0K2026-10-19
Aurelius Family Office LLC
DECREASED10,05810,866-808-7%$4.0M$3.8M-$256.7K2026-10-23
Covestor Ltd
DECREASED10,05110,182-131-1%$3.8M$3.8K-$3.8M2026-10-30
KFG LLC
NEW10,042—+10,042——$3.8M—2026-11-02
Lee Financial Co
DECREASED10,04210,064-220%$3.7M$3.8M+$34.1K2026-10-16
Tandem Investment Partners LLC
DECREASED10,00710,838-831-8%$4.0M$3.7M-$265.5K2026-10-16
Werba Rubin Papier Wealth Management
DECREASED9,98210,159-177-2%$3.8M$3.7M-$23.5K2026-11-06
Private Wealth Management Group, LLC
DECREASED9,96910,121-152-1%$3.7M$3.7M-$14.7K2026-10-19
Bernardo Wealth Planning LLC
INCREASED9,9444,945+4,999+101%$1.8M$3.7M+$1.9M2026-10-23
Dagco, Inc.
DECREASED9,9439,994-51-1%$3.7M$3.7M+$22.9K2026-10-20
Clarus Wealth Advisors
INCREASED9,8839,747+136+1%$3.6M$3.8M+$185.3K2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED9,8799,87900%$3.7M$3.7M+$41.5K2026-10-21
LifeWealth Investments, LLC
INCREASED9,8632,928+6,935+237%$1.1M$3.7M+$2.6M2026-10-21
Princeton Global Asset Management LLC
DECREASED9,86010,260-400-4%$3.8M$3.7M-$106.6K2026-10-21
Sun Group Wealth Partners
INCREASED9,8557,167+2,688+38%$2.7M$3.7M+$1.0M2026-10-26
Compass Planning Associates Inc
DECREASED9,85410,196-342-3%$3.8M$3.7M-$85.5K2026-10-13
Beaumont Financial Advisors, LLC
UNCHANGED9,8459,84500%$3.6M$3.7M+$41.3K2026-10-22
Financial Insights, Inc.
INCREASED9,8309,035+795+9%$3.3M$3.7M+$335.7K2026-10-27
Financial Symmetry Inc
INCREASED9,8019,751+50+1%$3.6M$3.7M+$59.6K2026-10-06
Victory Financial Group, LLC
INCREASED9,7959,521+274+3%$3.5M$3.7M+$142.8K2026-10-27
Bill Few Associates, Inc.
INCREASED9,7356,453+3,282+51%$2.4M$3.6M+$1.3M2026-10-09
Visionary Wealth Advisors
DECREASED9,7329,794-62-1%$3.6M$3.6M+$17.8K2026-11-04
Novem Group
DECREASED9,6719,997-326-3%$3.7M$3.6M-$80.1K2026-10-19
Stone Summit Wealth LLC
DECREASED9,6549,668-140%$3.6M$3.6M+$35.4K2026-10-14
Fulton Breakefield Broenniman LLC
INCREASED9,5719,287+284+3%$3.4M$3.6M+$145.5K2026-11-03
Farmers & Merchants Investments Inc
INCREASED9,5649,075+489+5%$3.4M$3.6M+$221.1K2026-10-22
Cornerstone Advisors Asset Management, LLC
INCREASED9,5109,509+1+0%$3.5M$3.6M+$40.2K2026-11-06
Thompson Investment Management, Inc.
DECREASED9,4999,507-80%$3.5M$3.6M+$36.9K2026-10-14
Bull Street Advisors, LLC
INCREASED9,4961,403+8,093+577%$253$3.6K+$3.3K2026-10-20
Sellwood Investment Partners LLC
INCREASED9,4899,485+4+0%$3.5M$3.6M+$41.4K2026-11-03
Sage Financial Group Inc
INCREASED9,4629,291+171+2%$3.4M$3.5M+$103.3K2026-10-27
Independence Financial Advisors, LLC
INCREASED9,4599,435+24+0%$3.5M$3.5M+$48.6K2026-10-08
Diversified Enterprises, LLC
INCREASED9,4219,301+120+1%$3.4M$3.5M+$84.0K2026-10-19
Jordan Park Group LLC
INCREASED9,4179,025+392+4%$3.3M$3.5M+$184.6K2026-11-06
Investment Advisory Services Inc
DECREASED9,4019,445-440%$3.5M$3.5M+$23.3K2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED9,3989,405-70%$3.5M$3.5M+$37.0K2026-10-23
Pinion Investment Advisors, LLC
DECREASED9,3459,413-68-1%$3.5M$3.5M+$14.1K2026-11-04
TriaGen Wealth Management LLC
DECREASED9,3399,362-230%$3.5M$3.5M+$30.7K2026-10-14
Advisors Management Group Inc
DECREASED9,3379,606-269-3%$3.6M$3.5K-$3.6M2026-11-05
Bare Financial Services, Inc
INCREASED9,3039,241+62+1%$3.4M$3.5M+$61.9K2026-11-04
SkyOak Wealth, LLC
INCREASED9,2499,144+105+1%$3.4M$3.5M+$77.7K2026-10-28
Rossmore Private Capital
DECREASED9,1969,311-115-1%$3.4M$3.4M-$3.9K2026-10-27
Marotta Asset Management
DECREASED9,1849,282-98-1%$3.4M$3.4M+$9.5K2026-10-02
SwitchPoint Financial Planning, LLC
DECREASED9,1779,926-749-8%$3.7M$3.4M-$238.6K2026-11-02
Clayton Financial Group LLC
INCREASED9,1448,937+207+2%$3.3M$3.4M+$114.8K2026-10-13
Sulzberger Capital Advisors, Inc.
INCREASED9,1238,865+258+3%$3.3M$3.4M+$134.0K2026-10-20
Sound Stewardship, LLC
DECREASED9,1079,125-180%$3.4M$3.4M+$31.4K2026-10-14
RIA Advisory Group LLC
DECREASED9,07517,718-8,643-49%$6.6M$3.4M-$3.2M2026-10-15
Crusonia Wealth Advisors LLC
DECREASED9,0719,249-178-2%$3.4M$3.4M-$27.6K2026-10-26
Willow Creek Wealth Management Inc.
INCREASED9,0458,520+525+6%$3.2M$3.4M+$232.3K2026-10-26
Councilor Wealth, LLC
INCREASED9,0078,958+49+1%$3.3M$3.4M+$56.0K2026-10-09
MSH Capital Advisors LLC
INCREASED8,9908,318+672+8%$3.1M$3.4M+$286.2K2026-11-03
Fairman Group, LLC
INCREASED8,9848,753+231+3%$3.2M$3.4M+$123.4K2026-10-26
McAdam, LLC
INCREASED8,9558,888+67+1%$3.3M$3.4M+$62.6K2026-10-21
BayBridge Capital Group, LLC
DECREASED8,93830,601-21,663-71%$11.3M$3.3M-$8.0M2026-10-13
Fee-Only Financial Planning, L.C.
INCREASED8,9258,920+5+0%$3.3M$3.3M+$39.3K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED8,9138,897+16+0%$3.3M$3.3M+$43.2K2026-10-29
Bank of Stockton
DECREASED8,8859,112-227-2%$3.4M$3.3M-$46.7K2026-10-20
Tempus Wealth Planning, LLC
INCREASED8,8688,853+15+0%$3.3M$3.3M+$42.9K2026-10-14
Adirondack Capital Advisors, LLC
DECREASED8,8458,902-57-1%$3.3M$3.3M+$16.0K2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED8,8458,823+22+0%$3.3M$3.3M+$45.2K2026-10-13
Solstein Capital, LLC
UNCHANGED8,8358,83500%$3.3M$3.3M+$37.1K2026-11-02
J. L. Bainbridge & Co., Inc.
INCREASED8,8098,787+22+0%$3.3M$3.3M+$45.0K2026-10-20
First National Trust Co
DECREASED8,7979,039-242-3%$3.3M$3.3M-$52.6K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED8,7858,782+3+0%$3.2M$3.3M+$37.9K2026-10-26
Kavar Capital Partners Group, LLC
INCREASED8,7848,603+181+2%$3.2M$3.3M+$104.0K2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED8,7688,76800%$3.2M$3.3M+$36.9K2026-10-15
Centurion Wealth Management LLC
DECREASED8,7628,773-110%$3.2M$3.3M+$32.5K2026-10-13
LifeGoal Investments, LLC
INCREASED8,7547,698+1,056+14%$2.8M$3.3M+$427.7K2026-10-09
Prairiewood Capital, LLC
INCREASED8,7478,005+742+9%$3.0M$3.3M+$311.2K2026-10-16
Transce3nd, LLC
INCREASED8,7431,089+7,654+703%$405.9K$3.3M+$2.9M2026-10-26
BancFirst Trust & Investment Management
DECREASED8,7399,249-510-6%$3.4M$3.3M-$116.1K2026-10-30
Arbor Investment Advisors, LLC
INCREASED8,7358,299+436+5%$3.1M$3.3M+$197.8K2026-10-26
EagleClaw Capital Managment, LLC
UNCHANGED8,7328,73200%$3.2M$3.3M+$36.7K2026-11-06
Trinity Wealth Management, LLC
DECREASED8,7118,742-310%$3.2M$3.3M+$25.1K2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED8,7018,70100%$3.2M$3.3M+$36.5K2026-10-21
Greenfield Savings Bank
INCREASED8,6928,563+129+2%$3.2M$3.3M+$84.2K2026-10-07
Members Wealth LLC
INCREASED8,6557,507+1,148+15%$2.8M$3.3M+$519.8K2026-10-20
Union Savings Bank
INCREASED8,5832,703+5,880+218%$1.0M$3.2M+$2.2M2026-10-14
United Advisor Group, LLC
INCREASED8,5768,122+454+6%$3.0M$3.2M+$204.2K2026-11-03
KFA Private Wealth Group, LLC
INCREASED8,5718,355+216+3%$3.1M$3.2M+$116.2K2026-10-07
Legacy Edge Advisors, LLC
INCREASED8,5587,443+1,115+15%$2.8M$3.2M+$448.5K2026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED8,5507,704+846+11%$2.9M$3.2M+$349.0K2026-10-05
Ashton Thomas Securities, LLC
DECREASED8,5478,559-120%$3.2M$3.2M+$30.3K2026-10-26
Verdence Capital Advisors LLC
INCREASED8,4967,559+937+12%$2.8M$3.2M+$382.1K2026-10-26
Daviman Financial, LLC
UNCHANGED8,4928,49200%$3.1M$3.2M+$35.7K2026-11-06
True Wealth Design, LLC
INCREASED8,4647,268+1,196+16%$2.7M$3.2M+$478.1K2026-10-13
Silverlake Wealth Management LLC
DECREASED8,4528,484-320%$3.1M$3.2M+$23.8K2026-10-21
Kennicott Capital Management LLC
UNCHANGED8,4318,43100%$3.1M$3.2M+$35.6K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED8,4288,357+71+1%$3.1M$3.2M+$61.7K2026-10-26
Bath Savings Trust Co
INCREASED8,4038,256+147+2%$3.1M$3.1M+$89.7K2026-10-07
Manchester Capital Management LLC
INCREASED8,3698,363+6+0%$3.1M$3.1M+$37.5K2026-10-22
Studio Investment Management LLC
DECREASED8,35214,188-5,836-41%$5.3M$3.1M-$2.1M2026-10-22
Winch Advisory Services, LLC
INCREASED8,2998,242+57+1%$3.1M$3.1M+$55.9K2026-11-06
Sprinkle Financial Consultants LLC
INCREASED8,2878,276+11+0%$3.1M$3.1M+$38.9K2026-10-09
Parkside Financial Bank & Trust
INCREASED8,2648,171+93+1%$3.0M$3.1M+$69.4K2026-10-27
Adirondack Trust Co
UNCHANGED8,2518,25100%$3.1M$3.1M+$34.7K2026-10-14
Prudent Investor Advisors, LLC
NEW8,248—+8,248——$3.1M—2026-10-22
Center for Financial Planning, Inc.
INCREASED8,2467,931+315+4%$2.9M$3.1M+$151.2K2026-10-26
Foster Victor Wealth Advisors, LLC
DECREASED8,2308,388-158-2%$3.1M$3.1M-$22.7K2026-10-21
Armstrong Advisory Group, Inc
INCREASED8,2178,140+77+1%$3.0M$3.1M+$63.1K2026-10-09
Monument Capital Management
DECREASED8,1908,206-160%$3.0M$3.1M+$28.5K2026-10-09
Innova Wealth Partners
INCREASED8,1657,400+765+10%$2.7M$3.1M+$317.4K2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED8,1087,957+151+2%$2.9M$3.0M+$89.7K2026-11-02
Yoffe Investment Management, LLC
UNCHANGED8,0788,07800%$3.0M$3.0M+$33.9K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED8,0138,106-93-1%$3.0M$3.0M-$7592026-10-22
Keeler Thomas Management LLC
INCREASED8,0057,534+471+6%$2.8M$3.0M+$207.7K2026-10-29
180 Wealth Advisors, LLC
DECREASED7,9958,187-192-2%$3.0M$3.0M-$37.4K2026-11-03
Noesis Capital Mangement Corp
INCREASED7,9724,505+3,467+77%$1.7M$3.0M+$1.3M2026-10-26
Investors Asset Management of Georgia Inc
INCREASED7,9677,295+672+9%$2.7M$3.0M+$282.2K2026-10-20
Flywheel Private Wealth LLC
DECREASED7,9588,771-813-9%$3.2M$3.0M-$267.4K2026-11-02
Wealth Group Ltd
INCREASED7,9417,900+41+1%$2.9M$3.0M+$78.5K2026-10-07
Seed Wealth Management, Inc.
UNCHANGED7,9157,91500%$2.9M$3.0M+$33.2K2026-10-20
Stirlingshire Investments, Inc.
INCREASED7,8577,779+78+1%$2.9M$2.9M+$61.6K2026-11-05
TFB Advisors LLC
DECREASED7,8238,232-409-5%$3.0M$2.9M-$118.4K2026-11-02
G2 Capital Management, LLC / OH
INCREASED7,7987,796+2+0%$2.9M$2.9M+$33.8K2026-10-23
Sheets Smith Wealth Management
INCREASED7,7237,580+143+2%$2.8M$2.9M+$85.6K2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED7,7138,144-431-5%$3.0M$2.9M-$127.1K2026-11-03
Coquina Private Wealth LLC
DECREASED7,6827,835-153-2%$2.9M$2.9M-$24.3K2026-10-27
Ledyard National Bank
DECREASED7,6689,064-1,396-15%$3.4M$2.9M-$484.4K2026-10-21
Alpha Omega Wealth Management LLC
DECREASED7,6658,083-418-5%$3.0M$2.9M-$122.4K2026-10-23
Watershed Private Wealth LLC
DECREASED7,6577,691-340%$2.8M$2.9M+$19.8K2026-10-30
CMG Global Holdings, LLC
DECREASED7,6437,742-99-1%$2.9M$2.9M-$4.4K2026-10-14
Orca Investment Management, LLC
DECREASED7,6397,658-190%$2.8M$2.9M+$25.1K2026-10-29
Schneider Downs Wealth Management Advisors, LP
DECREASED7,6267,634-80%$2.8M$2.9M+$29.1K2026-10-27
Winnacle Wealth LLC
INCREASED7,6061,169+6,437+551%$432.6K$2.8M+$2.4M2026-10-15
Johnson Bixby & Associates, LLC
INCREASED7,6027,223+379+5%$2.7M$2.8M+$172.1K2026-10-14
L. Roy Papp & Associates, LLP
DECREASED7,5677,669-102-1%$2.8M$2.8M-$5.9K2026-10-21
Deutsche Bank Ag\
UNCHANGED7,5627,56200%$2.8M$2.8M+$31.8K2026-11-06
Meitav Investment House LTD
INCREASED7,5556,350+1,205+19%$2.3M$2.8M+$476.3K2026-10-28
Main Street Group, LTD
INCREASED7,5527,525+27+0%$2.8M$2.8M+$42.0K2026-10-28
Holland Advisory Services, Inc.
DECREASED7,5527,567-150%$2.8M$2.8M+$26.1K2026-10-26
Fiduciary Advisors, Inc.
INCREASED7,5467,489+57+1%$2.8M$2.8M+$52.9K2026-10-16
Milestone Asset Management Group, LLC
INCREASED7,5137,322+191+3%$2.7M$2.8M+$102.3K2026-10-20
Diesslin Group, Inc.
DECREASED7,5038,102-599-7%$3.0M$2.8M-$190.2K2026-10-14
HCR Wealth Advisors
INCREASED7,4967,410+86+1%$2.7M$2.8M+$63.3K2026-10-15
Lpwm LLC
INCREASED7,4957,385+110+1%$2.7M$2.8M+$72.3K2026-10-20
Gemmer Asset Management LLC
INCREASED7,4667,262+204+3%$2.7M$2.8M+$106.8K2026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED7,4447,44400%$2.8M$2.8M+$31.3K2026-10-06
Latitude Advisors, LLC
INCREASED7,4276,848+579+8%$2.5M$2.8M+$245.6K2026-10-27
Orgel Wealth Management, LLC
DECREASED7,4267,987-561-7%$3.0M$2.8M-$176.4K2026-10-14
Cromwell Holdings LLC
UNCHANGED7,4107,41000%$2.7M$2.8M+$23.4K2026-10-28
Montag A & Associates Inc
DECREASED7,3998,391-992-12%$3.1M$2.8M-$336.0K2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED7,3817,387-60%$2.7M$2.8M+$29.1K2026-10-23
Integrity Wealth Partners, LLC
NEW7,371—+7,371——$2.8M—2026-10-14
McHugh Group, LLC
INCREASED7,3647,358+6+0%$2.7M$2.8M+$32.9K2026-10-19
Good Harbor Advisors, Inc.
INCREASED7,3227,283+39+1%$2.7M$2.7M+$44.8K2026-10-20
Courier Capital LLC
INCREASED7,3046,235+1,069+17%$2.3M$2.7M+$426.3K2026-10-19
Tompkins Financial Corp
UNCHANGED7,2677,26700%$2.7M$2.7M+$30.5K2026-10-05
Summit Investment Advisors, Inc.\KS
DECREASED7,23611,157-3,921-35%$4.1M$2.7M-$1.4M2026-11-05
S.E.E.D. Planning Group LLC
INCREASED7,1707,168+2+0%$2.7M$2.7M+$31.0K2026-10-07
Collaborative Capital Advisors LLC
INCREASED7,0986,983+115+2%$2.6M$2.7M+$72.4K2026-11-06
Shepherd Financial Partners LLC
INCREASED7,0716,267+804+13%$2.3M$2.6M+$327.4K2026-11-03
United Financial Planning Group LLC
DECREASED7,0427,078-36-1%$2.6M$2.6M+$16.4K2026-11-04
Beaumont Asset Management, L.L.C.
INCREASED7,0347,029+5+0%$2.6M$2.6M+$31.4K2026-10-16
Chemistry Wealth Management LLC
UNCHANGED7,0237,02300%$2.6M$2.6M+$29.5K2026-10-16
Bdfs Capital LLC
INCREASED7,0085,576+1,432+26%$2.1M$2.6M+$559.4K2026-10-14
Five Oceans Advisors
DECREASED7,0037,444-441-6%$2.8M$2.6M-$133.8K2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED6,9936,773+220+3%$2.5M$2.6M+$110.8K2026-10-29
LMG Wealth Partners, LLC
UNCHANGED6,9706,97000%$2.6M$2.6M+$29.3K2026-11-05
Burton Enright Welch
INCREASED6,9671,531+5,436+355%$566.4K$2.6M+$2.0M2026-11-04
Trust Co of Toledo NA
INCREASED6,8596,067+792+13%$2.2M$2.6M+$321.9K2026-10-16
Tsfg, LLC
DECREASED6,85150,969-44,118-87%$18.9M$2.6K-$18.9M2026-10-23
Richmond Investment Services, LLC
INCREASED6,8405,333+1,507+28%$2.0M$2.6M+$586.4K2026-10-29
Everett Harris & Co
UNCHANGED6,8376,83700%$2.5M$2.6M+$28.7K2026-10-28
Whelan Financial
INCREASED6,8326,831+1+0%$2.5M$2.6M+$29.1K2026-10-28
FinDec Wealth Services, Inc.
DECREASED6,8206,905-85-1%$2.6M$2.6M-$2.8K2026-10-30
Veratis Advisors, Inc.
INCREASED6,7686,700+68+1%$2.5M$2.5M+$53.7K2026-11-03
DBK Financial Counsel, LLC
INCREASED6,7556,671+84+1%$2.5M$2.5M+$59.7K2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED6,7546,245+509+8%$2.3M$2.5M+$216.8K2026-10-23
Creative Financial Designs Inc
INCREASED6,7486,004+744+12%$2.2M$2.5M+$304.0K2026-11-04
71 West Capital Partners
DECREASED6,7358,122-1,387-17%$3.0M$2.5M-$484.9K2026-11-04
Pinkerton Wealth, LLC
INCREASED6,7312,632+4,099+156%$844.4K$2.5M+$1.7M2026-10-29
Secure Asset Management, LLC
INCREASED6,7006,591+109+2%$2.4M$2.5M+$68.4K2026-10-19
Curtis Advisory Group, LLC
DECREASED6,6656,809-144-2%$2.5M$2.5M-$25.3K2026-10-28
TFC Financial Management, Inc.
INCREASED6,6656,627+38+1%$2.5M$2.5M+$41.9K2026-10-26
RED Lighthouse Investment Management, LLC
DECREASED6,6656,673-80%$2.5M$2.5M+$25.0K2026-11-02
Salem Investment Counselors Inc
INCREASED6,6556,088+567+9%$2.3M$2.5M+$237.9K2026-10-13
Xena Financial Planning, LLC
DECREASED6,6517,197-546-8%$2.7M$2.5M-$174.1K2026-10-13
Compass Financial Management LLC
INCREASED6,6385,730+908+16%$2.2M$2.5M+$308.6K2026-10-30
Strategent Financial, LLC
INCREASED6,6156,451+164+3%$2.4M$2.5M+$88.5K2026-10-30
Delta Financial Advisors LLC
DECREASED6,6057,730-1,125-15%$2.9M$2.5M-$388.8K2026-10-27
Prairie Advisory, LLC
INCREASED6,5923,507+3,085+88%$1.3M$2.5M+$1.2M2026-10-19
BlueSky Wealth Advisors, LLC
UNCHANGED6,5686,56800%$2.4M$2.5M+$27.6K2026-10-29
BOS Asset Management, LLC
DECREASED6,5406,586-46-1%$2.4M$2.4M+$10.4K2026-10-09
Praetorian Wealth Management, Inc.
DECREASED6,5376,539-20%$2.4M$2.4M+$26.7K2026-10-16
Bull Oak Capital, LLC
DECREASED6,5286,721-193-3%$2.5M$2.4M-$44.0K2026-10-23
Magnus Financial Group LLC
INCREASED6,5255,293+1,232+23%$2.0M$2.4M+$483.3K2026-10-21
Aquire Wealth Advisors, LLC
DECREASED6,5196,545-260%$2.4M$2.4M+$17.5K2026-10-23
RS Crum Inc.
DECREASED6,5186,582-64-1%$2.4M$2.4M+$3.5K2026-10-19
Ashurst Perkins Coie Trust Co
UNCHANGED6,5166,51600%$2.4M$2.4M+$27.4K2026-10-15
Howard Wealth Management, LLC
INCREASED6,5046,492+12+0%$2.4M$2.4M+$31.5K2026-10-28
HBE Wealth Management, LLC
DECREASED6,5036,518-150%$2.4M$2.4M+$21.8K2026-11-06
IFC & Insurance Marketing, Inc.
INCREASED6,4946,083+411+7%$2.3M$2.4M+$179.3K2026-10-16
Essex Bank
DECREASED6,4946,542-48-1%$2.4M$2.4M+$9.5K2026-10-16
Gill Capital Partners, LLC
INCREASED6,4926,364+128+2%$2.4M$2.4M+$74.6K2026-10-13
Abacus Wealth Partners, LLC
INCREASED6,4864,731+1,755+37%$1.8M$2.4M+$676.6K2026-11-03
Capital Planning LLC
DECREASED6,4816,490-90%$2.4M$2.4M+$23.6K2026-10-09
Wiser Wealth Management, Inc
DECREASED6,4786,501-230%$2.4M$2.4M+$18.6K2026-10-14
Allegheny Financial Group
INCREASED6,4726,456+16+0%$2.4M$2.4M+$33.0K2026-11-05
True Freedom Investing, LLC
INCREASED6,4672,483+3,984+160%$796.6K$2.4M+$1.6M2026-10-29
Interchange Capital Partners, LLC
INCREASED6,4586,402+56+1%$2.4M$2.4M+$47.8K2026-10-28
Park Edge Advisors, LLC
INCREASED6,4496,427+22+0%$2.4M$2.4M+$35.3K2026-10-28
Sensible Money, LLC
DECREASED6,4308,088-1,658-20%$3.0M$2.4M-$586.5K2026-10-20
Barclays PLC
DECREASED6,34127,202-20,861-77%$10.1M$2.4M-$7.7M2026-11-06
Elevation Wealth Partners, LLC
DECREASED6,3066,352-46-1%$2.4M$2.4M+$9.7K2026-10-07
Verus Capital Partners, LLC
DECREASED6,2926,910-618-9%$2.6M$2.4M-$202.3K2026-11-03
One Way Holdings LLC
DECREASED6,2696,305-36-1%$2.3M$2.3M+$13.0K2026-10-29
Davidson Trust Co
DECREASED6,2676,767-500-7%$2.5M$2.3M-$158.7K2026-10-09
Schaper Benz & Wise Investment Counsel Inc
INCREASED6,2496,246+3+0%$2.3M$2.3M+$27.4K2026-10-09
ATX Financial Planning, LLC
DECREASED6,2296,357-128-2%$2.4M$2.3M-$21.0K2026-10-14
TritonPoint Partners, LLC
DECREASED6,22410,080-3,856-38%$3.7M$2.3M-$1.4M2026-11-05
Kassira Wealth Management LLC
DECREASED6,2166,361-145-2%$2.4M$2.3M-$27.5K2026-10-28
Summit Asset Management, LLC
DECREASED6,2056,228-230%$2.3M$2.3M+$17.4K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED6,1997,120-921-13%$2.6M$2.3M-$314.8K2026-10-14
Sharkey, Howes & Javer
UNCHANGED6,1936,19300%$2.3M$2.3M+$26.0K2026-10-22
Cornell Pochily Investment Advisors, Inc.
DECREASED6,1856,313-128-2%$2.3M$2.3M-$21.4K2026-10-19
Collaborative Wealth Managment Inc.
DECREASED6,1766,181-50%$2.3M$2.3M+$24.1K2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED6,1466,256-110-2%$2.3M$2.3M-$15.0K2026-10-26
Powerhouse Assets LLC
INCREASED6,1295,356+773+14%$2.0M$2.3M+$311.6K2026-10-19
Richard C. Young & Co., Ltd.
DECREASED6,1256,198-73-1%$2.3M$2.3M-$1.3K2026-11-04
Asset Advisory Group, Inc.
INCREASED6,1246,099+25+0%$2.3M$2.3M+$34.9K2026-10-20
Wealth Management Nebraska
INCREASED6,1065,652+454+8%$2.1M$2.3M+$193.6K2026-10-26
Sound Income Strategies, LLC
INCREASED6,1055,617+488+9%$2.1M$2.3M+$238.7K2026-10-09
Archer Investment Management, LLC
DECREASED6,0617,187-1,126-16%$2.7M$2.3M-$391.2K2026-10-13
Lee, Kelleher & Klein Wealth Management
DECREASED6,0476,567-520-8%$2.4M$2.3M-$167.0K2026-10-08
DecisionMap Wealth Management, LLC
INCREASED6,0295,980+49+1%$2.2M$2.3M+$43.3K2026-10-29
Fragasso Financial Advisors Inc
INCREASED6,0154,214+1,801+43%$1.6M$2.3M+$737.9K2026-10-13
Rossby Financial, LCC
DECREASED6,0136,788-775-11%$2.5M$2.3M-$261.5K2026-11-05
Thrive Capital Management, LLC
INCREASED6,0124,970+1,042+21%$1.8M$2.2M+$410.7K2026-10-28
Townsend Asset Management Corp
INCREASED5,9895,968+21+0%$2.2M$2.2M+$32.7K2026-10-29
Pittenger & Anderson Inc
INCREASED5,9695,411+558+10%$2.0M$2.2M+$231.6K2026-11-02
Wingate Wealth Advisors, Inc.
DECREASED5,9546,005-51-1%$2.2M$2.2M+$6.3K2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED5,9415,94100%$2.2M$2.2M+$25.0K2026-10-13
Cypress Financial Planning LLC
INCREASED5,9294,378+1,551+35%$1.6M$2.2M+$598.9K2026-10-09
Roffman Miller Associates Inc
DECREASED5,9296,150-221-4%$2.3M$2.2M-$56.9K2026-10-19
Echo Wealth Management, LLC
INCREASED5,9275,914+13+0%$2.2M$2.2M+$29.7K2026-10-15
Mogy Joel R Investment Counsel Inc
DECREASED5,8735,924-51-1%$2.2M$2.2M+$5.8K2026-10-13
Town Capital LLC
UNCHANGED5,8735,87300%$2.2M$2.2M+$24.7K2026-11-03
Catalyst Private Wealth, LLC
INCREASED5,8675,847+20+0%$2.2M$2.2M+$32.1K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED5,8665,86600%$2.2M$2.2M$02026-10-28
MFA Wealth Services
INCREASED5,8505,791+59+1%$2.1M$2.2M+$46.2K2026-10-14
Covenant Asset Management, LLC
DECREASED5,8405,971-131-2%$2.2M$2.2M-$23.9K2026-10-14
POM Investment Strategies, LLC
INCREASED5,8274,730+1,097+23%$1.8M$2.2M+$430.5K2026-10-20
Nikulski Financial, Inc.
DECREASED5,8216,140-319-5%$2.3M$2.2M-$93.8K2026-11-06
MBL Wealth, LLC
DECREASED5,8125,930-118-2%$2.2M$2.2M-$19.3K2026-10-22
Hurley Capital, LLC
INCREASED5,7935,697+96+2%$2.1M$2.2M+$60.1K2026-11-05
Winter & Associates, Inc.
INCREASED5,7605,723+37+1%$2.1M$2.2M+$54.2K2026-10-23
Oarsman Capital, Inc.
INCREASED5,7355,194+541+10%$1.9M$2.1M+$224.2K2026-11-05
Community Bank of Raymore
INCREASED5,7143,484+2,230+64%$1.3M$2.1M+$849.2K2026-10-23
Baron Financial Group, LLC
DECREASED5,7115,806-95-2%$2.1M$2.1M-$11.2K2026-10-09
ETF Store, Inc.
INCREASED5,7015,694+7+0%$2.1M$2.1M+$26.7K2026-10-19
Nova Financial LLC
NEW5,680—+5,680——$2.1M—2026-11-04
Private Wealth Partners, LLC
INCREASED5,6805,462+218+4%$2.0M$2.1M+$104.5K2026-10-22
Gamma Investing LLC
DECREASED5,6705,671-10%$2.1M$2.1M+$23.4K2026-10-08
Outlook Wealth Advisors, LLC
INCREASED5,6605,569+91+2%$2.1M$2.1M+$57.5K2026-10-28
Goelzer Investment Management, Inc.
INCREASED5,6395,355+284+5%$2.0M$2.1M+$128.8K2026-10-16
Austin Wealth Management, LLC
DECREASED5,6385,701-63-1%$2.1M$2.1M+$47.6K2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED5,6325,63200%$2.1M$2.1M+$23.7K2026-10-14
Sunbeam Capital Management, LLC
INCREASED5,5825,570+12+0%$2.1M$2.1M+$27.7K2026-11-05
Montz Harcus Wealth Management LLC
INCREASED5,5775,575+2+0%$2.1M$2.1M+$24.0K2026-10-09
Impact Capital Partners LLC
INCREASED5,5755,454+121+2%$2.0M$2.1M+$67.9K2026-10-22
Birchbrook, Inc.
INCREASED5,5725,553+19+0%$2.1M$2.1M+$30.5K2026-10-14
Essex LLC
DECREASED5,5645,643-79-1%$2.1M$2.1M-$5.7K2026-10-14
Turn8 Private Wealth Inc.
DECREASED5,5615,854-293-5%$2.2M$2.1M-$85.1K2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED5,5535,621-68-1%$2.1M$2.1M-$1.8K2026-10-27
Wealth Analytics Partners, LLC
INCREASED5,5525,265+287+5%$2.0M$2.1M+$123.6K2026-10-19
Key Capital Management, Inc
INCREASED5,5494,317+1,232+29%$1.6M$2.1M+$485.5K2026-11-03
Northeast Investment Management
INCREASED5,5385,531+7+0%$2.0M$2.1M+$25.9K2026-10-30
Brickley Wealth Management
INCREASED5,5365,221+315+6%$1.9M$2.1M+$139.5K2026-11-04
RTD Financial Advisors, Inc.
DECREASED5,5196,884-1,365-20%$2.5M$2.1M-$481.9K2026-10-09
OFS Enterprise LLC
DECREASED5,5125,775-263-5%$2.1M$2.1M-$74.3K2026-10-16
Aspen Wealth Management LLC
INCREASED5,5125,489+23+0%$2.0M$2.1M+$31.8K2026-10-14
IFG Advisors, LLC
INCREASED5,5015,278+223+4%$2.0M$2.1M+$105.4K2026-10-15
Meadow Creek Wealth Advisors LLC
UNCHANGED5,4975,49700%$2.0M$2.1M+$23.1K2026-11-02
Nvwm, LLC
DECREASED5,4826,345-863-14%$2.3M$2.1M-$296.1K2026-10-14
Centerpoint Advisors, LLC
INCREASED5,4781,815+3,663+202%$672.0K$2.1K-$670.0K2026-11-05
Financial Council, LLC
INCREASED5,4625,284+178+3%$2.0M$2.0M+$88.7K2026-11-02
Intergy Private Wealth, LLC
DECREASED5,4575,536-79-1%$2.0M$2.0M-$6.4K2026-10-16
Sterling Investment Management, LLC
UNCHANGED5,4405,44000%$2.0M$2.0M+$22.8K2026-10-16
Chapin Davis, Inc.
INCREASED5,4345,431+3+0%$2.0M$2.0M+$24.0K2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED5,4145,209+205+4%$1.9M$2.0M+$98.6K2026-11-02
Everest Financial Group LLC
INCREASED5,4104,615+795+17%$1.7M$2.0M+$317.1K2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED5,3495,348+1+0%$2.0M$2.0M+$22.6K2026-10-19
Concord Wealth Partners
DECREASED5,3446,119-775-13%$2.3M$2.0M-$264.4K2026-11-02
Droms Strauss Advisors Inc
DECREASED5,3425,741-399-7%$2.1M$2.0M-$125.2K2026-11-03
Worth Asset Management, LLC
INCREASED5,3425,261+81+2%$1.9M$2.0M+$52.3K2026-10-07
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,3345,33400%$2.0M$2.0M+$22.4K2026-10-22
Base Wealth Management LLC
INCREASED5,3325,314+18+0%$2.0M$2.0M+$29.0K2026-10-21
Curran Financial Partners, LLC
INCREASED5,3244,589+735+16%$1.7M$2.0M+$294.3K2026-11-04
Welch Group, LLC
INCREASED5,2914,621+670+15%$1.7M$2.0M+$270.3K2026-10-29
Harbor Group, Inc.
INCREASED5,2435,131+112+2%$1.9M$2.0M+$63.6K2026-10-14
Perryman Financial Advisory Inc
DECREASED5,2435,338-95-2%$2.0M$2.0M-$13.3K2026-10-16
Parthenon LLC
DECREASED5,2375,332-95-2%$2.0M$2.0M-$13.2K2026-10-22
Morton Brown Family Wealth, LLC
INCREASED5,2365,090+146+3%$1.9M$2.0M+$76.1K2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED5,2335,410-177-3%$2.0M$2.0M-$43.7K2026-11-02
Purkiss Capital Advisors LLC
DECREASED5,2245,232-80%$1.9M$2.0M+$19.0K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED5,2225,579-357-6%$2.1M$2.0M-$110.2K2026-10-14
Entrewealth, LLC
INCREASED5,2215,087+134+3%$1.9M$2.0M+$25.6K2026-10-14
SP Asset Management LLC
INCREASED5,2165,206+10+0%$1.9M$2.0M+$25.7K2026-11-05
BKM Wealth Management, LLC
INCREASED5,2125,003+209+4%$1.9M$2.0M+$99.3K2026-10-22
Breakwater Capital Group
DECREASED5,2035,204-10%$1.9M$1.9M+$21.4K2026-10-09
Vilga Financial Planning LLC
INCREASED5,1995,048+151+3%$1.9M$1.9M+$77.7K2026-10-09
Cypress Capital Group
DECREASED5,1735,191-180%$1.9M$1.9M+$15.1K2026-11-03
Courage Miller Partners, LLC
UNCHANGED5,1565,15600%$1.9M$1.9M+$21.8K2026-10-21
Paragon Capital Management Inc
UNCHANGED5,1555,15500%$1.9M$1.9M+$21.7K2026-10-15
JGP Wealth Management, LLC
DECREASED5,1205,578-458-8%$2.1M$1.9M-$148.2K2026-10-13
Objective Capital Management, LLC
UNCHANGED5,1185,11800%$1.9M$1.9M+$21.6K2026-10-13
Ted Buchan & Co
UNCHANGED5,1165,11600%$1.9M$1.9M+$21.5K2026-10-23
Columbia Advisory Partners LLC
INCREASED5,0854,087+998+24%$1.5M$1.9M+$390.8K2026-10-15
HWG Holdings LP
UNCHANGED5,0795,07900%$1.9M$1.9M+$21.3K2026-10-08
Joel Adams & Associates, Inc.
INCREASED5,0674,646+421+9%$1.7M$1.9M+$177.1K2026-11-02
Hourglass Capital, LLC
UNCHANGED5,0595,05900%$1.9M$1.9M+$21.2K2026-10-26
Realta Investment Advisors
DECREASED5,0565,120-64-1%$1.9M$1.9M-$2.4K2026-10-14
Cahaba Wealth Management, Inc.
DECREASED5,0555,056-10%$1.9M$1.9M+$20.7K2026-10-26
Regatta Capital Group, LLC
DECREASED5,0486,497-1,449-22%$2.4M$1.9M-$515.1K2026-10-23
Solidarity Wealth, LLC
UNCHANGED5,0435,04300%$1.9M$1.9M+$21.2K2026-10-15
Retirement Financial Solutions, LLC
INCREASED5,0411,864+3,177+170%$689.8K$1.9M+$1.2M2026-10-20
Brown, Lisle Ings, Inc.
INCREASED5,0404,651+389+8%$1.7M$1.9M+$164.8K2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED5,0345,908-874-15%$2.2M$1.9M-$302.3K2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED5,0165,161-145-3%$1.9M$1.9M-$32.6K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED5,0144,814+200+4%$1.8M$1.9M+$95.3K2026-11-02
AtlasMark Financial, Inc
UNCHANGED5,0005,00000%$1.9M$1.9M+$21.0K2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED4,9974,99700%$1.8M$1.9M+$21.0K2026-10-26
Harbour Capital Advisors, LLC
UNCHANGED4,9864,98600%$1.9M$1.9M+$7.7K2026-10-13
AF Advisors, Inc.
INCREASED4,9784,966+12+0%$1.8M$1.9M+$25.3K2026-11-06
Security Financial Services, Inc.
DECREASED4,9735,394-421-8%$2.0M$1.9M-$134.8K2026-10-29
Institute for Wealth Management, Llc.
INCREASED4,9694,667+302+6%$1.7M$1.9M+$132.8K2026-11-06
Morton Capital Management LLC
DECREASED4,9654,966-10%$1.8M$1.9M+$20.6K2026-10-23
Graetz Wealth LLC
INCREASED4,9514,948+3+0%$1.8M$1.9M+$21.9K2026-10-27
Valley National Advisers Inc
UNCHANGED4,9124,91200%$1.8M$1.8M+$20.6K2026-10-23
Encompass Wealth Advisors, LLC
INCREASED4,9041,425+3,479+244%$527.4K$1.8M+$1.3M2026-10-15
Financial Management Network Inc
DECREASED4,8845,193-309-6%$1.9M$1.8M-$59.8K2026-10-09
Thompson Siegel & Walmsley LLC
INCREASED4,8794,354+525+12%$1.6M$1.8K-$1.6M2026-11-05
Vested Financial Planning, LLC
INCREASED4,8444,398+446+10%$1.6M$1.8M+$185.4K2026-10-28
Tannin Capital LLC
DECREASED4,8424,905-63-1%$1.8M$1.8M-$3.2K2026-11-05
Paulson Wealth Management Inc.
DECREASED4,8315,231-400-8%$1.9M$1.8M-$127.7K2026-11-02
Alchemi Wealth, LLC
INCREASED4,8214,522+299+7%$1.7M$1.8M+$131.0K2026-11-04
BCK Partners, Inc.
INCREASED4,8124,778+34+1%$1.8M$1.8M+$32.8K2026-10-23
Marks Group Wealth Management, Inc
INCREASED4,7981,444+3,354+232%$534.3K$1.8M+$1.3M2026-11-05
Wellington Grp LLC
DECREASED4,7964,805-90%$1.8M$1.8M+$16.8K2026-11-06
IronBridge Private Wealth, LLC
INCREASED4,7834,763+20+0%$1.8M$1.8M+$27.7K2026-11-03
Creative Capital Management Investments LLC
UNCHANGED4,7834,78300%$1.8M$1.8M+$20.1K2026-10-28
Juncture Wealth Strategies, LLC
INCREASED4,7644,700+64+1%$1.7M$1.8M+$43.7K2026-10-06
Atlatl Advisers LLC
INCREASED4,760756+4,004+530%$279.8K$1.8M+$1.5M2026-10-22
Grandview Asset Management LLC
DECREASED4,7566,730-1,974-29%$2.5M$1.8M-$710.2K2026-10-19
Next Level Private LLC
DECREASED4,7544,795-41-1%$1.8M$1.8M+$4.7K2026-10-20
First Growth Capital LLC
UNCHANGED4,7394,73900%$1.8M$1.8M+$19.9K2026-10-15
Ascent Wealth Partners, LLC
DECREASED4,7375,043-306-6%$1.9M$1.8M-$93.3K2026-10-23
SimpliFi, Inc.
DECREASED4,7344,876-142-3%$1.8M$1.8M-$32.8K2026-10-28
Seneca Financial Advisors LLC
UNCHANGED4,7274,72700%$1.7M$1.8M+$19.9K2026-10-28
Wolfstich Capital, LLC
NEW4,710—+4,710——$1.8M—2026-10-14
First Nebraska Trust Co
UNCHANGED4,7004,70000%$1.7M$1.8M+$19.7K2026-10-30
Tarbox Family Office, Inc.
UNCHANGED4,6874,68700%$1.7M$1.8M+$19.7K2026-10-23
Sherman Wealth Management LLC
INCREASED4,6744,662+12+0%$1.7M$1.7M+$24.0K2026-10-16
Archvest Wealth Advisors, Inc.
DECREASED4,6734,701-28-1%$1.7M$1.7M+$9.3K2026-10-29
Arsenal Capital Advisors LLC
INCREASED4,6684,463+205+5%$1.7M$1.7M+$95.5K2026-11-02
Altus Wealth Group LLC
INCREASED4,6644,101+563+14%$1.5M$1.7M+$228.0K2026-10-20
Journey Advisory Group, LLC
INCREASED4,6624,615+47+1%$1.7M$1.7M+$37.0K2026-11-04
Shira Ridge Wealth Management
DECREASED4,6594,817-158-3%$1.8M$1.7M-$38.8K2026-10-09
Revisor Wealth Management LLC
DECREASED4,6554,933-278-6%$1.8M$1.7M-$84.1K2026-10-20
BigSur Wealth Management LLC
UNCHANGED4,6534,65300%$1.7M$1.7M+$19.5K2026-10-13
Fermata Advisors, LLC
DECREASED4,6465,504-858-16%$2.0M$1.7M-$298.2K2026-10-13
Flavin Financial Services, Inc.
INCREASED4,6444,627+17+0%$1.7M$1.7M+$25.8K2026-10-21
Vestia Personal Wealth Advisors
INCREASED4,6322,156+2,476+115%$797.8K$1.7M+$935.7K2026-10-20
Lane Brothers & Co Inc
DECREASED4,6295,034-405-8%$1.9M$1.7M-$130.4K2026-11-02
Jeppson Wealth Management, LLC
INCREASED4,6124,262+350+8%$1.6M$1.7M+$148.9K2026-10-20
MAD River Investors
DECREASED4,6006,800-2,200-32%$2.5M$1.7M-$794.8K2026-10-27
Macroview Investment Management LLC
DECREASED4,5884,591-30%$1.7M$1.7M+$18.0K2026-10-26
Global Wealth Strategies & Associates
INCREASED4,5854,579+6+0%$1.7M$1.7M+$21.6K2026-10-02
10Elms LLP
DECREASED4,5844,604-200%$1.7M$1.7M+$12.1K2026-11-06
Albion Financial Group
DECREASED4,5775,359-782-15%$2.0M$1.7M-$270.1K2026-10-21
Pathway Financial Advisors LLC
DECREASED4,5664,576-100%$1.7M$1.7M+$21.4K2026-10-07
Belleair Asset Management, LLC
INCREASED4,5574,497+60+1%$1.7M$1.7M+$41.4K2026-11-03
FWG Investments, Llc.
INCREASED4,5514,397+154+4%$1.6M$1.7M+$76.0K2026-11-03
Legacy Solutions, LLC
DECREASED4,5424,572-30-1%$1.7M$1.7M+$7.8K2026-10-07
Littlejohn Financial Services, Inc.
DECREASED4,5344,693-159-3%$1.7M$1.7M-$39.8K2026-11-06
Key FInancial Inc
DECREASED4,5224,579-57-1%$1.7M$1.7M-$2.1K2026-11-02
Winthrop Capital Management, LLC
UNCHANGED4,5204,52000%$1.7M$1.7M+$18.6K2026-11-05
Parkside Investments, LLC
UNCHANGED4,5004,50000%$1.7M$1.7M+$18.9K2026-10-20
GW Henssler & Associates LTD
INCREASED4,4964,030+466+12%$1.5M$1.7M+$191.5K2026-10-26
Altfest L J & Co Inc
INCREASED4,4944,170+324+8%$1.5M$1.7M+$138.5K2026-10-27
Stordahl Capital Management, Inc.
DECREASED4,4894,531-42-1%$1.7M$1.7M+$3.3K2026-10-22
Benin Management Corp
INCREASED4,4783,968+510+13%$1.5M$1.7M+$207.5K2026-10-22
Financial Freedom, LLC
INCREASED4,4774,470+7+0%$1.7M$1.7M+$21.3K2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED4,4644,438+26+1%$1.6M$1.7M+$28.7K2026-11-03
Tritonpoint Wealth, LLC
INCREASED4,4594,426+33+1%$1.6M$1.7M+$31.1K2026-10-19
Armstrong Henry H Associates Inc
INCREASED4,4574,449+8+0%$1.6M$1.7M+$21.7K2026-10-07
MW Advisory, LLC
DECREASED4,4464,648-202-4%$1.7M$1.7M-$56.1K2026-10-19
Piedmont Capital Management, LLC
INCREASED4,4464,383+63+1%$1.6M$1.7M+$42.0K2026-10-21
Ridgeline Wealth, LLC
INCREASED4,4444,367+77+2%$1.6M$1.7M+$78.6K2026-10-14
Burns Matteson Capital Management, LLC
INCREASED4,4283,419+1,009+30%$1.3M$1.7M+$392.1K2026-10-16
Chris Bulman Inc
INCREASED4,4254,267+158+4%$1.6M$1.7M+$77.0K2026-10-20
Holos Integrated Wealth LLC
DECREASED4,4195,341-922-17%$2.0M$1.7M-$314.6K2026-10-23
RAM Investment Partners, LLC
INCREASED4,4184,212+206+5%$1.6M$1.7M+$94.8K2026-10-21
Stackstone Wealth, LLC
NEW4,412—+4,412——$1.7M—2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED4,3814,188+193+5%$1.5M$1.6M+$89.9K2026-10-16
Acorn Financial Advisory Services Inc
INCREASED4,3714,263+108+3%$1.6M$1.6M+$58.6K2026-11-02
Davidson Kahn Capital Management, LLC
INCREASED4,3654,019+346+9%$1.5M$1.6M+$146.4K2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED4,3544,566-212-5%$1.7M$1.6M-$60.2K2026-11-03
Golden State Wealth Management, LLC
INCREASED4,3474,338+9+0%$1.6M$1.6M+$21.6K2026-11-02
Oak Barrel Wealth Advisory LLC
UNCHANGED4,3404,34000%$1.6M$1.6M+$18.2K2026-11-05
Curated Wealth Partners LLC
INCREASED4,3204,318+2+0%$1.6M$1.6M+$18.9K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED4,3195,907-1,588-27%$2.2M$1.6M-$569.3K2026-10-08
Brick & Kyle, Associates
DECREASED4,3184,378-60-1%$1.4M$1.6M+$211.5K2026-11-05
Citrine Capital LLC
INCREASED4,3093,603+706+20%$1.3M$1.6M+$279.3K2026-10-14
First Pacific Financial
INCREASED4,3024,219+83+2%$1.6M$1.6M+$48.7K2026-10-14
Sage Capital Advisors,llc
INCREASED4,2904,241+49+1%$1.6M$1.6M+$36.5K2026-10-13
Carmel Capital Partners, LLC
DECREASED4,2834,313-30-1%$1.6M$1.6M+$6.9K2026-11-03
Global Financial Private Client, LLC
INCREASED4,2784,250+28+1%$1.6M$1.6M+$28.3K2026-10-15
HRC Wealth Management, LLC
INCREASED4,2773,591+686+19%$1.3M$1.6M+$271.9K2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED4,2774,27700%$1.6M$1.6M+$18.0K2026-10-07
Summit Financial Strategies, Inc.
DECREASED4,2614,368-107-2%$1.6M$1.6M-$21.7K2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED4,2524,569-317-7%$1.7M$1.6M-$99.4K2026-10-30
Churchill Financial Advisors, LLC
DECREASED4,2474,315-68-2%$1.6M$1.6M-$7.3K2026-10-20
Cogent Strategic Wealth LLC
DECREASED4,2294,308-79-2%$1.6M$1.6M-$11.5K2026-10-22
Legacy Trust
INCREASED4,1862,761+1,425+52%$1.0M$1.6M+$533.7K2026-11-06
Mattern Capital Management, LLC
UNCHANGED4,1794,17900%$1.5M$1.6M+$17.6K2026-11-02
Brown Wealth Management, LLC
DECREASED4,1714,179-80%$1.5M$1.6M+$14.6K2026-10-20
CSP Financial Group, LLC
DECREASED4,1624,183-210%$1.5M$1.6M+$9.9K2026-10-26
Gradient Capital Advisors, LLC
INCREASED4,1564,113+43+1%$1.5M$1.6M+$33.4K2026-10-21
Searcy Financial Services Inc
UNCHANGED4,1534,15300%$1.5M$1.6M+$17.4K2026-10-07
Gutierrez Wealth Advisory, LLC
INCREASED4,1454,137+8+0%$1.5M$1.6M+$20.8K2026-11-02
Archford Capital Strategies, LLC
INCREASED4,1403,822+318+8%$1.4M$1.5M+$135.1K2026-10-19
Cidel Asset Management Inc
DECREASED4,1354,350-215-5%$1.6M$1.5M-$62.2K2026-10-29
Allen Capital Group, LLC
DECREASED4,1264,186-60-1%$1.5M$1.5M-$4.9K2026-10-27
JB Capital LLC
DECREASED4,1214,188-67-2%$1.5M$1.5M-$7.3K2026-10-19
Iowa State Bank
DECREASED4,1154,145-30-1%$1.5M$1.5M+$6.2K2026-10-06
Neumann Capital Management, LLC
INCREASED4,1073,938+169+4%$1.5M$1.5M+$79.7K2026-10-15
Unison Advisors LLC
INCREASED4,1074,052+55+1%$1.5M$1.5M+$37.7K2026-10-29
Sunrise Financial Services, LLC
DECREASED4,1004,446-346-8%$1.6M$1.5M-$110.8K2026-10-21
Hudock, Inc.
DECREASED4,0984,116-180%$1.5M$1.5M+$10.4K2026-10-14
Parsons Capital Management Inc
INCREASED4,0914,028+63+2%$1.5M$1.5M+$40.5K2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED4,0884,119-31-1%$1.5M$1.5M+$5.7K2026-10-13
Focused Wealth Management, Inc
DECREASED4,0874,314-227-5%$1.6M$1.5M-$66.9K2026-10-30
Third View Private Wealth, LLC
INCREASED4,0833,502+581+17%$1.3M$1.5M+$232.0K2026-10-30
Sunburst Financial Group, LLC
DECREASED4,0704,258-188-4%$1.6M$1.5M-$52.7K2026-10-09
Heritage Investment Group, Inc.
UNCHANGED4,0684,06800%$1.5M$1.5M+$17.1K2026-11-03
SeaBridge Investment Advisors LLC
DECREASED4,0665,582-1,516-27%$2.1M$1.5M-$543.7K2026-11-02
Balefire, LLC
DECREASED4,0544,145-91-2%$1.5M$1.5M-$16.6K2026-10-09
Triad Wealth Partners, LLC
INCREASED4,0522,582+1,470+57%$965.3K$1.5M+$551.0K2026-10-26
Hopwood Financial Services, Inc.
DECREASED4,0524,537-485-11%$1.7M$1.5M-$162.5K2026-10-29
Davidson Investment Advisors
UNCHANGED4,0524,05200%$1.5M$1.5M+$17.0K2026-10-20
MFG Investments, LLC
NEW4,035—+4,035——$1.5M—2026-10-30
Capital Management Associates, Inc
DECREASED4,0324,052-200%$1.5M$1.5M+$9.6K2026-10-20
Keystone Wealth Services, LLC
INCREASED4,0224,006+16+0%$1.5M$1.5M+$27.0K2026-11-03
Sage Investment Counsel LLC
INCREASED4,0203,706+314+8%$1.4M$1.5M+$133.0K2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED4,0184,450-432-10%$1.6M$1.5M-$143.0K2026-10-27
IAG Wealth Partners, LLC
INCREASED4,0153,968+47+1%$1.5M$1.5M+$34.3K2026-11-06
GHP Investment Advisors, Inc.
DECREASED4,0084,276-268-6%$1.6M$1.5M-$82.4K2026-10-15
Mosley Wealth Management
DECREASED4,0084,234-226-5%$1.6M$1.5M-$49.9K2026-10-16
Hengehold Capital Management LLC
DECREASED4,0044,173-169-4%$1.5M$1.5M-$45.7K2026-10-16
Fischer Financial Services, Inc.
DECREASED4,0004,025-25-1%$1.5M$1.5M+$7.5K2026-10-30
Cadinha & Co LLC
DECREASED3,9874,002-150%$1.5M$1.5M+$11.2K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED3,9782,658+1,320+50%$983.6K$1.5M+$532.2K2026-10-20
Berkeley, Inc
DECREASED3,9624,373-411-9%$1.6M$1.5M-$135.4K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED3,9593,223+736+23%$1.2M$1.5M+$289.1K2026-11-05
Cornerstone Advisory, LLC
DECREASED3,9553,991-36-1%$1.5M$1.5M+$3.2K2026-11-06
Cathy Pareto & Associates, Inc
INCREASED3,9523,815+137+4%$1.4M$1.5M+$67.8K2026-10-15
Quantum Financial Partners LLC
INCREASED3,9463,246+700+22%$1.2M$1.5M+$275.5K2026-10-19
StoryOne LLC
INCREASED3,9342,020+1,914+95%$747.5K$1.5M+$724.8K2026-10-13
Eley Financial Management, Inc
UNCHANGED3,9253,92500%$1.5M$1.5M+$16.5K2026-11-03
Aaron Wealth Advisors LLC
UNCHANGED3,9093,90900%$1.4M$1.5M+$16.4K2026-10-13
Darden Wealth Group Inc
DECREASED3,8963,942-46-1%$1.5M$1.5M-$2852026-11-06
F&V Capital Management, LLC
INCREASED3,8853,873+12+0%$1.4M$1.5K-$1.4M2026-10-19
Burney Co/
INCREASED3,8783,830+48+1%$1.4M$1.5M+$34.0K2026-10-15
Your Advocates Ltd., LLP
INCREASED3,8543,847+7+0%$1.4M$1.4M+$19.0K2026-11-03
Aletheian Wealth Advisors LLC
DECREASED3,8403,950-110-3%$1.5M$1.4M-$24.6K2026-10-08
Stockman Wealth Management, Inc.
INCREASED3,8373,798+39+1%$1.4M$1.4M+$30.4K2026-10-27
Columbus Macro, LLC
DECREASED3,8263,941-115-3%$1.5M$1.4M-$26.7K2026-10-14
Rhodes Investment Advisors Inc
INCREASED3,8252,997+828+28%$1.1M$1.4M+$322.5K2026-10-07
Hardworking Capital Advisors, LLC
INCREASED3,8123,504+308+9%$1.3M$1.4M+$130.0K2026-10-20
Uncommon Cents Investing Inc
UNCHANGED3,7903,79000%$1.4M$1.4M+$15.9K2026-10-20
Opulen Financial Group LLC
INCREASED3,7853,758+27+1%$1.4M$1.4M+$25.6K2026-10-22
Appleton Partners Inc
DECREASED3,7793,819-40-1%$1.4M$1.4K-$1.4M2026-10-30
North Forty Two & Co.
DECREASED3,7753,789-140%$1.4M$1.4M+$10.7K2026-10-19
Americana Partners, LLC
DECREASED3,7704,611-841-18%$1.7M$1.4M-$295.5K2026-10-28
Twelve Points Wealth Management LLC
DECREASED3,7703,803-33-1%$1.4M$1.4M-$6.4K2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED3,7644,197-433-10%$1.6M$1.4M-$144.3K2026-10-15
Lutz Financial Services LLC
INCREASED3,7583,537+221+6%$1.3M$1.4M+$97.9K2026-11-06
First American Bank
INCREASED3,7572,181+1,576+72%$807.1K$1.4M+$599.0K2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED3,7483,774-26-1%$1.4M$1.4M+$5.9K2026-11-02
Sage Investment Advisers LLC
INCREASED3,7313,249+482+15%$1.2M$1.4M+$194.2K2026-10-21
Pacific Asset Management, LLC
INCREASED3,7263,716+10+0%$1.4M$1.4M+$19.1K2026-10-15
Arnold Financial Planning LLC
DECREASED3,7163,840-124-3%$1.4M$1.4M-$30.3K2026-10-20
Gibbs Wealth Management
INCREASED3,7122,141+1,571+73%$792.3K$1.4M+$597.0K2026-10-22
Prosperity Financial Group, Inc.
INCREASED3,7113,339+372+11%$1.2M$1.4M+$153.2K2026-10-29
William Mack & Associates, Inc.
DECREASED3,6963,804-108-3%$1.4M$1.4M-$24.6K2026-10-27
Meredith Wealth Planning
DECREASED3,6818,503-4,822-57%$3.1M$1.4M-$1.8M2026-10-14
Farrell Financial LLC
DECREASED3,6763,704-28-1%$1.4M$1.4M+$5.3K2026-10-16
Fortune 45 LLC
INCREASED3,6743,663+11+0%$1.4M$1.4M+$18.9K2026-10-14
Opal Wealth Advisors, LLC
INCREASED3,6663,574+92+3%$1.3M$1.4M+$49.4K2026-10-16
Heffernan Advisory, Inc
DECREASED3,6593,670-110%$1.4M$1.4M+$11.3K2026-10-13
Capital Asset Advisory Services LLC
DECREASED3,6556,699-3,044-45%$2.5M$1.4M-$1.1M2026-10-30
Net Worth Advisory Group
INCREASED3,6362,586+1,050+41%$956.9K$1.4M+$407.1K2026-10-20
Capstone Wealth Management, LLC
UNCHANGED3,6153,61500%$1.3M$1.4M+$15.2K2026-11-02
Greenwood Capital Associates LLC
INCREASED3,6112,818+793+28%$1.0M$1.4M+$308.6K2026-10-27
Fairscale Capital, LLC
UNCHANGED3,6083,60800%$1.3M$1.3M+$5.5K2026-11-04
Tortuga Wealth Management, Inc
DECREASED3,6044,054-450-11%$1.5M$1.3M-$150.8K2026-10-27
Eagle Strategies LLC
DECREASED3,6033,702-99-3%$1.4M$1.3M-$21.3K2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED3,6012,161+1,440+67%$799.7K$1.3M+$548.0K2026-10-21
Advantage Trust Co
DECREASED3,6003,749-149-4%$1.4M$1.3M-$40.0K2026-10-19
TKG Advisors, LLC
DECREASED3,6003,664-64-2%$1.4M$1.3M-$8.5K2026-11-02
Radnor Capital Management, LLC
UNCHANGED3,5813,58100%$1.3M$1.3M+$15.0K2026-10-23
Stage Harbor Financial, LLC
UNCHANGED3,5763,57600%$1.3M$1.3M+$15.0K2026-11-03
Aspire Private Capital, LLC
DECREASED3,5683,715-147-4%$1.4M$1.3M-$39.3K2026-11-05
Willis Johnson Wealth, Inc.
DECREASED3,5633,917-354-9%$1.4M$1.3M-$115.8K2026-11-03
Ridgewood Investments LLC
DECREASED3,5633,802-239-6%$1.4M$1.3M-$73.5K2026-10-05
Aire Advisors, LLC
INCREASED3,5573,524+33+1%$1.3M$1.3M+$27.0K2026-10-22
Ridgeline Wealth Planning, LLC
DECREASED3,5543,877-323-8%$1.4M$1.3M-$104.8K2026-10-29
Griffith & Werner, Inc.
NEW3,549—+3,549——$1.3M—2026-11-04
Flower City Capital
DECREASED3,5383,759-221-6%$1.4M$1.3M-$67.0K2026-10-15
Keystone Financial Group, Inc.
DECREASED3,5383,569-31-1%$1.3M$1.3M+$3.6K2026-10-13
Investmark Advisory Group LLC
INCREASED3,537992+2,545+257%$367.2K$1.3M+$956.8K2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED3,5353,53500%$1.3M$1.3M+$14.8K2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED3,5274,389-862-20%$1.6M$1.3M-$304.4K2026-10-16
Robinswood Financial LLC
DECREASED3,5264,308-782-18%$1.6M$1.3M-$270.3K2026-10-20
RDA Financial Network
DECREASED3,5207,090-3,570-50%$2.6M$1.3M-$1.3M2026-10-15
Midwest Financial Group LLC
INCREASED3,5153,356+159+5%$1.2M$1.3M+$73.7K2026-10-15
Smithbridge Asset Management Inc
INCREASED3,5023,500+2+0%$1.3M$1.3M+$15.5K2026-10-19
Cora Capital Advisors LLC
INCREASED3,5013,500+1+0%$1.3M$1.3M+$15.1K2026-11-02
Elevated Capital Advisors, LLC
DECREASED3,4764,074-598-15%$1.5M$1.3M-$206.7K2026-11-04
Cypress Wealth Services, LLC
INCREASED3,4703,438+32+1%$1.3M$1.3M+$54.9K2026-10-21
Salomon & Ludwin, LLC
DECREASED3,4703,475-50%$1.3M$1.3M+$15.5K2026-10-29
KW Wealth Management LLC
NEW3,448—+3,448——$1.3M—2026-10-28
Alpha Wealth Funds, LLC
DECREASED3,4383,536-98-3%$637.1K$626.3K-$10.8K2026-11-05
NTV Asset Management LLC
INCREASED3,4293,421+8+0%$1.3M$1.3M+$17.7K2026-10-23
Sherry Group, Inc.
DECREASED3,4183,481-63-2%$1.3M$1.3M+$1.2K2026-10-09
Old Mission Investment Co LLC
DECREASED3,4013,405-40%$1.3M$1.3M+$12.8K2026-10-22
Vavra Capital Management, LLC
DECREASED3,3963,438-42-1%$1.3M$1.3M-$1.3K2026-10-14
tru Independence LLC
DECREASED3,3963,426-30-1%$1.3M$1.3M+$3.2K2026-10-20
Pennsylvania Capital Management Inc
INCREASED3,3873,081+306+10%$1.1M$1.3M+$127.5K2026-11-05
Thayer Partners, LLC / MA
INCREASED3,3791,059+2,320+219%$392.0K$1.3M+$872.5K2026-11-06
ARS Wealth Advisors Group, LLC
DECREASED3,3703,394-24-1%$1.3M$1.3M+$5.4K2026-10-16
Vision Capital Management, Inc.
UNCHANGED3,3683,36800%$1.2M$1.3M+$14.1K2026-10-20
Warner Financial, Inc
DECREASED3,3513,387-36-1%$1.3M$1.3M+$6872026-11-06
Defined Wealth Management, LLC
UNCHANGED3,3363,33600%$1.2M$1.2M+$14.0K2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED3,3273,32700%$1.2M$1.2M+$14.0K2026-10-19
IMPACTfolio, LLC
UNCHANGED3,3253,32500%$1.2M$1.2M+$14.0K2026-10-28
SJS Investment Consulting Inc.
INCREASED3,3002,598+702+27%$961.3K$1.2M+$273.8K2026-10-26
Ryan Investment Management, Inc.
INCREASED3,2912,750+541+20%$1.0M$1.2M+$214.0K2026-10-20
Englebert Financial Advisers, LLC
NEW3,280—+3,280——$1.2M—2026-10-20
BankPlus Wealth Management LLC
DECREASED3,2763,445-169-5%$1.3M$1.2M-$48.8K2026-10-13
Strategy Asset Managers LLC
INCREASED3,2763,270+6+0%$1.2M$1.2M+$15.9K2026-10-14
EPG Wealth Management LLC
DECREASED3,2683,566-298-8%$1.3M$1.2M-$96.8K2026-11-03
Schear Investment Advisers, LLC
NEW3,262—+3,262——$1.2M—2026-10-14
Tempo Wealth, LLC
INCREASED3,2623,254+8+0%$1.2M$1.2M+$16.6K2026-10-14
Elevation Wealth Management LLC
UNCHANGED3,2463,24600%$1.2M$1.2M+$13.6K2026-11-02
Maia Wealth LLC
INCREASED3,2373,143+94+3%$1.2M$1.2M+$48.3K2026-10-19
Patten & Patten Inc
INCREASED3,2113,210+1+0%$1.2M$1.2M+$13.9K2026-10-26
Hilltop National Bank
UNCHANGED3,2113,21100%$1.2M$1.2M+$13.5K2026-10-14
Loudon Investment Management, LLC
UNCHANGED3,2083,20800%$1.2M$1.2M+$13.5K2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED3,1992,454+745+30%$908.2K$1.2M+$289.2K2026-10-28
Kelleher Financial Advisors
DECREASED3,1986,101-2,903-48%$2.3M$1.2M-$1.1M2026-10-30
Elevated Financial Group LLC
DECREASED3,1983,718-520-14%$1.4M$1.2M-$179.0K2026-10-16
Towerpoint Wealth, LLC
INCREASED3,1902,773+417+15%$1.0M$1.2M+$167.8K2026-10-13
Asset Advisors Investment Management, LLC
UNCHANGED3,1833,18300%$1.2M$1.2M+$13.4K2026-10-19
PCG Asset Management, LLC
NEW3,178—+3,178——$1.2M—2026-11-05
Legacies Wealth LLC
UNCHANGED3,1693,16900%$1.2M$1.2M+$13.3K2026-11-02
Riversedge Advisors, LLC
INCREASED3,1683,167+1+0%$1.2M$1.2M+$13.9K2026-10-09
Archer Investment Corp
INCREASED3,1602,716+444+16%$1.0M$1.2M+$177.3K2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED3,1603,071+89+3%$1.1M$1.2M+$45.5K2026-10-30
Guardian Financial Partners, LLC
INCREASED3,1563,153+3+0%$1.2M$1.2M+$14.3K2026-11-04
Waycross Investment Management Co
UNCHANGED3,1493,14900%$1.2M$1.2M+$13.2K2026-10-14
Winebrenner Capital Management LLC
INCREASED3,1302,712+418+15%$1.0M$1.2M+$167.8K2026-10-07
Tandem Capital Management Corp
DECREASED3,1293,166-37-1%$1.2M$1.2M-$5502026-10-22
Sawyer & Company, Inc
INCREASED3,1222,645+477+18%$978.9K$1.2M+$189.5K2026-10-21
Bennett Selby Investments LP
UNCHANGED3,1223,12200%$1.2M$1.2M+$13.1K2026-10-19
Leo Wealth, LLC
NEW3,120—+3,120——$1.2M—2026-10-26
Kingsman Wealth Management, Inc.
DECREASED3,1173,127-100%$1.2M$1.2M+$9.3K2026-10-13
Lawood & Co
UNCHANGED3,1123,11200%$1.2M$1.2M+$13.1K2026-10-09
Northbridge Financial Group, LLC
DECREASED3,1103,254-144-4%$1.2M$1.2M-$14.6K2026-11-05
Cape Investment Advisory, Inc.
DECREASED3,1053,230-125-4%$1.2M$1.2M-$33.2K2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED3,0813,08100%$1.1M$1.2M+$13.0K2026-10-28
Evolution Wealth Advisors, LLC
INCREASED3,0802,771+309+11%$1.0M$1.2M+$127.3K2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED3,0743,071+3+0%$1.1M$1.2M+$13.7K2026-10-20
Armor Investment Advisors, LLC
DECREASED3,0733,086-130%$1.1M$1.1M+$8.1K2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED3,0622,974+88+3%$1.1M$1.1M+$45.4K2026-10-29
LEE Danner & Bass Inc
DECREASED3,0603,113-53-2%$1.2M$1.1M-$6.8K2026-10-27
Corda Investment Management, Llc.
INCREASED3,0493,039+10+0%$1.1M$1.1M+$16.4K2026-10-22
Financial Perspectives, Inc
DECREASED3,0443,045-10%$1.1M$1.1M+$12.4K2026-11-03
San Luis Wealth Advisors LLC
DECREASED3,0363,073-37-1%$1.1M$1.1M-$8742026-10-27
Matrix Asset Advisors Inc
DECREASED3,0233,076-53-2%$1.1M$1.1M-$6.9K2026-10-13
Sweeney & Michel, LLC
DECREASED2,9923,607-615-17%$1.4M$1.1M-$257.3K2026-10-16
Hoxton Planning & Management, LLC
DECREASED2,9883,088-100-3%$1.1M$1.1M-$24.5K2026-10-15
Financial Discovery Group Inc
INCREASED2,9822,222+760+34%$822.3K$1.1M+$293.7K2026-11-03
SeedSafe Financial LLC
INCREASED2,9812,820+161+6%$1.0M$1.1M+$72.1K2026-11-02
Clearstead Trust, LLC
INCREASED2,9771,344+1,633+122%$497.3K$1.1M+$616.8K2026-11-06
Inspirion Wealth Advisors, LLC
DECREASED2,9772,978-10%$1.1M$1.1M+$14.5K2026-10-09
Poinciana Advisors Group, LLC
DECREASED2,9763,174-198-6%$1.2M$1.1M-$60.8K2026-11-06
Endeavor Private Wealth, Inc.
DECREASED2,9694,364-1,395-32%$1.6M$1.1M-$509.3K2026-11-05
Boltwood Capital Management
DECREASED2,9582,988-30-1%$1.1M$1.1M+$1.3K2026-10-02
SFG Wealth Management, Llc.
DECREASED2,9573,006-49-2%$1.1M$1.1M-$5.5K2026-10-23
LBJ Family Wealth Advisors, Ltd.
DECREASED2,9513,962-1,011-26%$1.5K$1.1K-$3502026-10-01
Klaas Financial Asset Advisors, LLC
INCREASED2,9501,986+964+49%$734.9K$1.1M+$369.1K2026-10-19
Channel Wealth LLC
INCREASED2,9232,848+75+3%$1.1M$1.1M+$40.0K2026-11-06
Fidelity D & D Bancorp Inc
DECREASED2,9082,912-40%$1.1M$1.1M+$10.7K2026-11-05
Websterrogers Financial Advisors, LLC
INCREASED2,9012,878+23+1%$1.1M$1.1M+$20.6K2026-11-02
Titiun Yejiel
UNCHANGED2,9002,90000%$1.1M$1.1M+$12.2K2026-11-06
Todd Wealth Management, LLC
INCREASED2,8982,722+176+6%$1.0M$1.1M+$77.3K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED2,8892,011+878+44%$744.2K$1.1M+$337.0K2026-10-29
Physician Wealth Solutions Inc.
UNCHANGED2,8882,88800%$1.1M$1.1M+$12.1K2026-10-14
LVW Advisors, LLC
DECREASED2,8853,372-487-14%$1.2M$1.1M-$168.1K2026-10-19
Fortitude Family Office, LLC
DECREASED2,8852,906-21-1%$1.1M$1.1M+$4.2K2026-10-14
Lyell Wealth Management, LP
INCREASED2,8801,652+1,228+74%$611.3K$1.1M+$466.4K2026-10-30
Encompass More Asset Management
INCREASED2,8722,817+55+2%$1.0M$1.1M+$32.1K2026-10-16
West Wealth Group, LLC
DECREASED2,8722,893-21-1%$1.1M$1.1M+$4.1K2026-10-14
Hudson Capital Management LLC
INCREASED2,8702,868+2+0%$1.1M$1.1M+$12.8K2026-10-20
Ibex Wealth Advisors
INCREASED2,8632,855+8+0%$1.1M$1.1M+$15.0K2026-11-06
Curbstone Financial Management Corp
INCREASED2,8602,840+20+1%$1.1M$1.1M+$19.4K2026-10-21
Cross Staff Investments Inc
DECREASED2,8543,228-374-12%$1.2M$1.1M-$126.2K2026-10-22
New England Professional Planning Group Inc.
INCREASED2,8542,804+50+2%$1.0M$1.1M+$30.5K2026-10-29
Elm3 Financial Group, LLC
DECREASED2,8502,853-30%$1.1M$1.1M+$10.9K2026-10-07
Tilia Fiduciary Partners, Inc.
INCREASED2,8472,819+28+1%$1.0M$1.1M+$22.3K2026-10-09
Yankcom Partnership
UNCHANGED2,8432,84300%$1.1M$1.1M+$11.9K2026-10-15
Charles Schwab Trust Co
DECREASED2,8383,037-199-7%$1.1M$1.1M-$61.8K2026-10-15
Power Wealth Management LLC
INCREASED2,8382,837+1+0%$1.0M$1.1M+$12.3K2026-10-27
Gainline Financial Partners, LLC
UNCHANGED2,8372,83700%$1.0M$1.1M+$11.9K2026-10-15
Richard P Slaughter Associates Inc
DECREASED2,8282,967-139-5%$1.1M$1.1M-$39.6K2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED2,8163,026-210-7%$1.1M$1.1M-$66.1K2026-10-19
NewCorp Financial Services, Inc.
DECREASED2,8152,859-44-2%$1.1M$1.1M-$4.4K2026-10-14
Portfolio Strategies, Inc.
INCREASED2,8091,158+1,651+143%$430.8K$1.1M+$620.4K2026-11-06
Evolution Wealth Management Inc.
INCREASED2,8071,579+1,228+78%$584.3K$1.1M+$466.2K2026-10-28
Prosperity Planning, Inc.
DECREASED2,7973,126-329-11%$1.2M$1.0M-$109.7K2026-10-09
Carson Advisory Inc.
INCREASED2,7872,765+22+1%$1.0M$1.0M+$19.9K2026-11-06
Provenance Wealth Advisors, LLC
NEW2,784—+2,784——$1.0M—2026-10-30
Probity Advisors, Inc.
DECREASED2,7822,798-16-1%$1.0M$1.0M+$5.8K2026-10-23
Pioneer Wealth Management Group
DECREASED2,7792,801-22-1%$1.0M$1.0M+$3.4K2026-10-09
Emerald Advisors, LLC
UNCHANGED2,7702,77000%$1.0M$1.0M+$11.6K2026-10-13
Capital Advantage, Inc.
DECREASED2,7622,927-165-6%$1.1M$1.0M-$49.5K2026-10-14
DWM Financial Group, Inc.
DECREASED2,7562,817-61-2%$944.5K$1.0M+$86.9K2026-10-28
Great Hill Capital LLC
UNCHANGED2,7552,75500%$1.0M$1.0M+$11.6K2026-10-20
Retirement Wealth Solutions LLC
DECREASED2,7482,750-20%$1.0M$1.0M+$11.1K2026-10-07
Nilsine Partners, LLC
DECREASED2,7473,193-446-14%$1.2M$1.0M-$153.3K2026-11-02
Agate Pass Investment Management, LLC
UNCHANGED2,7232,72300%$1.0M$1.0M+$11.4K2026-10-20
Junk Investment Group, LLC
INCREASED2,7192,618+101+4%$968.6K$1.0M+$49.0K2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED2,7172,714+3+0%$1.0M$1.0M+$12.5K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED2,7112,697+14+1%$998.2K$1.0M+$16.3K2026-11-03
American National Bank & Trust
UNCHANGED2,7102,71000%$1.0M$1.0M+$11.4K2026-10-07
MTM Investment Management, LLC
DECREASED2,7032,705-20%$1.0M$1.0M+$10.6K2026-10-30
BXM Wealth LLC
UNCHANGED2,7012,70100%$999.5K$1.0M+$11.3K2026-11-03
Wealth Advisors Northwest LLC
UNCHANGED2,6992,69900%$998.7K$1.0M+$11.3K2026-10-29
Independent Wealth Network Inc.
INCREASED2,6862,555+131+5%$945.5K$1.0M+$59.9K2026-10-19
Commonwealth Financial Services, LLC
DECREASED2,6852,766-81-3%$1.0M$1.0M-$18.5K2026-10-20
Evergreen Advisors, LLC
INCREASED2,6772,670+7+0%$988.1K$1.0M+$13.7K2026-10-28
Financial Synergies Wealth Advisors, Inc.
INCREASED2,6732,667+6+0%$986.9K$1.0M+$13.5K2026-10-16
Sicart Associates LLC
NEW2,670—+2,670——$998.8K—2026-10-29
Meridian Financial Partners LLC
DECREASED2,6693,498-829-24%$1.3M$1.0M-$292.7K2026-10-23
Parkshore Wealth Management, Inc.
INCREASED2,6592,326+333+14%$860.8K$995.3K+$134.5K2026-10-13
RCS Financial Planning, LLC
DECREASED2,6512,718-67-2%$1.0M$992.1K-$13.8K2026-10-14
Carnegie Lake Advisors LLC
INCREASED2,6482,646+2+0%$979.0K$990.8K+$11.8K2026-11-06
JSF Financial, LLC
INCREASED2,6471,588+1,059+67%$587.7K$990.5K+$402.8K2026-10-22
Mueller Wealth, LLC
DECREASED2,6462,697-51-2%$998.1K$990.2K-$8.0K2026-11-05
MidAtlantic Capital Management, Inc.
DECREASED2,6422,664-22-1%$985.9K$988.6K+$2.7K2026-11-05
Legacy Financial Group, Inc.
INCREASED2,6342,567+67+3%$949.9K$985.7K+$35.9K2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED2,6262,711-85-3%$1.0M$982.3K-$20.9K2026-10-22
NorthAvenue LLC
INCREASED2,6212,445+176+7%$904.9K$981.0K+$76.1K2026-10-29
Polaris Investment Advisors, LLC
DECREASED2,6102,688-78-3%$994.7K$976.8K-$17.9K2026-10-20
Triumph Capital Management
DECREASED2,6074,287-1,680-39%$1.6M$975.8K-$610.6K2026-10-14
AFG Fiduciary Services Limited Partnership
UNCHANGED2,6012,60100%$959.1K$991.8K+$32.7K2026-10-21
Investment Planning Advisors, Inc.
DECREASED2,5992,607-80%$964.6K$972.5K+$8.0K2026-10-14
Marietta Wealth Management, LLC
UNCHANGED2,5942,59400%$959.9K$977.6K+$17.7K2026-10-22
Cornerstone Wealth Advisors, Inc.
DECREASED2,5912,611-20-1%$966.2K$969.7K+$3.5K2026-10-16
Triune Financial Partners, LLC
INCREASED2,5862,580+6+0%$954.7K$968.0K+$13.3K2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED2,5682,56800%$950.3K$961.0K+$10.8K2026-11-06
Austin Asset Management Co Inc
INCREASED2,5672,312+255+11%$855.6K$960.8K+$105.2K2026-10-29
Colonial River Investments, LLC
INCREASED2,5612,453+108+4%$907.7K$958.4K+$50.7K2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED2,5612,560+1+0%$947.3K$958.6K+$11.3K2026-10-05
Stenger Family Office, LLC
INCREASED2,5582,230+328+15%$825.2K$975.6K+$150.4K2026-10-22
Gilliland Jeter Wealth Management LLC
DECREASED2,5582,564-60%$948.8K$957.3K+$8.5K2026-10-28
True Link Financial Advisors, LLC
INCREASED2,5552,486+69+3%$919.9K$956.2K+$36.3K2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED2,5542,818-264-9%$1.0M$955.9K-$86.8K2026-10-27
Baxter Bros Inc
DECREASED2,5522,572-20-1%$951.8K$955.1K+$3.3K2026-11-04
Marathon Strategic Advisors, LLC
UNCHANGED2,5462,54600%$942.1K$952.8K+$10.7K2026-10-20
Conrad Siegel Investment Advisors, Inc.
DECREASED2,5294,405-1,876-43%$1.6M$946.4K-$683.7K2026-10-08
Platform Technology Partners
INCREASED2,5262,385+141+6%$882.6K$945.3K+$62.7K2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED2,5252,52500%$934.4K$945.0K+$10.6K2026-11-03
Salus Financial Advisors, LLC
UNCHANGED2,5212,52100%$932.9K$943.5K+$10.6K2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED2,5212,52100%$932.9K$943.5K+$10.6K2026-10-27
Insight Advisors, LLC/ PA
DECREASED2,5162,568-52-2%$950.2K$941.8K-$8.4K2026-10-22
Fishman JAY A LTD
UNCHANGED2,5002,50000%$925.1K$935.6K+$10.5K2026-10-26
CMH Wealth Management LLC
DECREASED2,4952,845-350-12%$1.1M$933.7K-$119.0K2026-10-22
Millennium Capital Advisors, LLC
INCREASED2,4852,411+74+3%$892.5K$930.1K+$37.6K2026-10-16
Family Investment Center, Inc.
INCREASED2,4832,479+4+0%$917.2K$929.3K+$12.1K2026-10-19
Presilium Private Wealth, LLC
NEW2,477—+2,477——$927.0K—2026-10-26
Investment Partners, Ltd.
INCREASED2,4761,724+752+44%$638.0K$926.8K+$288.8K2026-10-29
Patten Group, Inc.
DECREASED2,4622,510-48-2%$928.9K$921.3K-$7.6K2026-10-26
Warren Street Wealth Advisors, LLC
INCREASED2,4501,467+983+67%$542.9K$917.0K+$374.0K2026-11-04
Southland Equity Partners LLC
DECREASED2,4482,522-74-3%$933.3K$916.2K-$17.1K2026-10-14
Cohen Capital Management, Inc.
UNCHANGED2,4452,44500%$904.7K$915.0K+$10.3K2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED2,4422,44200%$903.6K$913.9K+$10.3K2026-10-14
RKL Wealth Management LLC
INCREASED2,4361,166+1,270+109%$431.5K$911.5K+$480.0K2026-10-16
Alpine Bank Wealth Management
UNCHANGED2,4342,43400%$900.7K$910.9K+$10.2K2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED2,4322,573-141-5%$952.2K$910.3K-$42.0K2026-10-16
Mason & Associates, LLC
DECREASED2,4022,442-40-2%$903.6K$898.9K-$4.7K2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED2,4013,653-1,252-34%$1.4M$898.7K-$453.2K2026-10-23
Anchyra Partners LLC
INCREASED2,4001,760+640+36%$651.3K$898.2K+$246.9K2026-10-13
Cedar Point Capital Partners, LLC
UNCHANGED2,3992,39900%$887.7K$897.8K+$10.1K2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED2,3971,542+855+55%$570.7K$896.9K+$326.2K2026-10-13
Cannon Advisors, Inc.
INCREASED2,3951,500+895+60%$556.6K$913.3K+$356.7K2026-10-14
ERn Financial, LLC
INCREASED2,3902,332+58+2%$862.9K$894.4K+$31.5K2026-10-28
Oregon Pacific Wealth Management, LLC
DECREASED2,3762,389-13-1%$884.0K$889.2K+$5.2K2026-10-20
O'Connor Financial Group LLC
DECREASED2,3682,554-186-7%$945.2K$886.5K-$58.7K2026-10-26
Virtue Capital Management, LLC
INCREASED2,3672,237+130+6%$798.3K$885.8K+$87.5K2026-10-29
August Group Capital Ltd
NEW2,365—+2,365——$885.1K—2026-10-14
OFC Financial Planning, LLC
DECREASED2,3632,367-40%$875.8K$884.3K+$8.5K2026-11-06
Welch & Forbes LLC
DECREASED2,3582,603-245-9%$963.2K$882.5K-$80.8K2026-11-04
J.M. Arbour, LLC
DECREASED2,3552,407-52-2%$890.7K$881.4K-$9.3K2026-11-05
Martel Wealth Advisors LLC
UNCHANGED2,3522,35200%$870.3K$880.2K+$9.9K2026-10-14
Stegner Investment Associates Inc.
UNCHANGED2,3502,35000%$869.6K$879.5K+$9.9K2026-10-15
Nolet Wealth Management, LLC
UNCHANGED2,3432,34300%$867.0K$876.8K+$9.8K2026-10-15
Nixon Peabody Trust Co
UNCHANGED2,3432,34300%$867.0K$876.8K+$9.8K2026-10-23
DDD Partners, LLC
INCREASED2,3362,310+26+1%$854.8K$874.3K+$19.5K2026-11-02
Manchester Financial Inc
DECREASED2,3332,421-88-4%$895.8K$873.0K-$22.7K2026-10-15
American Capital Advisory, LLC
UNCHANGED2,3302,33000%$862.1K$871.9K+$9.8K2026-10-28
Gerald Baker Financial Group LLC
DECREASED2,3292,609-280-11%$965.4K$871.7K-$93.8K2026-10-09
Bank of New Hampshire
DECREASED2,3242,835-511-18%$1.0M$869.7K-$179.3K2026-10-06
BAM Wealth Management, LLC
INCREASED2,3221,115+1,207+108%$412.6K$869.0K+$456.4K2026-10-15
Intelligence Driven Advisers, LLC
DECREASED2,3152,666-351-13%$986.4K$866.3K-$120.1K2026-10-09
SBK Financial, Inc.
UNCHANGED2,3112,31100%$855.3K$865.1K+$9.7K2026-11-02
eCIO, Inc.
DECREASED2,2982,313-15-1%$855.9K$879.0K+$23.1K2026-11-02
Cdkv Holdings LLC
UNCHANGED2,2972,29700%$850.0K$859.6K+$9.6K2026-10-28
DeLarme Wealth Management, Inc.
UNCHANGED2,2962,29600%$849.7K$859.4K+$9.7K2026-10-30
Harbour Trust & Investment Management Co
UNCHANGED2,2922,29200%$848.1K$857.8K+$9.6K2026-10-28
Unified Investment Management
INCREASED2,2882,228+60+3%$824.4K$856.3K+$31.8K2026-10-14
Anson Capital, Inc.
INCREASED2,2802,265+15+1%$838.1K$853.4K+$15.3K2026-10-23
Planning Strategies Inc.
INCREASED2,2652,254+11+0%$834.0K$847.5K+$13.5K2026-10-02
KPP Advisory Services LLC
DECREASED2,2624,637-2,375-51%$1.7M$846.5K-$869.3K2026-10-26
Family Office Research LLC
INCREASED2,2572,239+18+1%$828.6K$844.7K+$16.1K2026-10-14
Barlow Wealth Partners, LLC
INCREASED2,2522,196+56+3%$808.7K$861.5K+$52.8K2026-10-15
Financial Consulate, Inc
DECREASED2,2512,297-46-2%$849.9K$842.3K-$7.7K2026-10-23
WestHill Financial Advisors, Inc.
DECREASED2,2482,454-206-8%$908.1K$841.5K-$66.6K2026-10-14
Northern Capital Management, Inc.
DECREASED2,2462,256-100%$834.9K$840.4K+$5.5K2026-11-05
Montecito Bank & Trust
UNCHANGED2,2402,24000%$828.9K$838.3K+$9.4K2026-10-01
MilWealth Group LLC
UNCHANGED2,2382,23800%$828.3K$837.7K+$9.4K2026-11-02
Approach Retirement Advisors, LLC
INCREASED2,2252,095+130+6%$775.4K$832.7K+$57.2K2026-10-22
Kaizen Financial Strategies
INCREASED2,2222,187+35+2%$807.6K$831.6K+$24.0K2026-10-09
Shah Wealth Advisors, LLC
DECREASED2,2162,317-101-4%$857.5K$829.3K-$28.2K2026-11-06
4J Wealth Management LLC
INCREASED2,2162,215+1+0%$819.8K$829.3K+$9.5K2026-11-02
WP Advisors, LLC
DECREASED2,2112,338-127-5%$865.2K$827.7K-$37.5K2026-10-22
EnRich Financial Partners LLC
INCREASED2,2021,510+692+46%$558.8K$823.9K+$265.1K2026-10-21
Tableaux LLC
INCREASED2,199650+1,549+238%$240.5K$822.8K+$582.3K2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED2,1992,219-20-1%$821.1K$823.0K+$1.8K2026-10-15
Solutions 4 Wealth, Ltd
DECREASED2,1942,287-93-4%$846.3K$821.1K-$25.2K2026-11-03
Ariston Services Group
INCREASED2,1932,172+21+1%$803.8K$820.8K+$17.0K2026-10-16
Summit Place Financial Advisors, LLC
UNCHANGED2,1922,19200%$811.2K$820.4K+$9.2K2026-10-23
Childress Capital Advisors, LLC
INCREASED2,1852,058+127+6%$761.5K$817.7K+$56.1K2026-10-28
Apeiron RIA LLC
INCREASED2,1821,760+422+24%$651.3K$818.8K+$167.4K2026-10-08
J. Safra Sarasin Holding AG
INCREASED2,1772,050+127+6%$758.8K$814.7K+$55.9K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED2,1721,904+268+14%$704.6K$812.8K+$108.3K2026-11-02
Wise Wealth Partners
DECREASED2,1712,330-159-7%$862.3K$812.6K-$49.7K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED2,1682,162+6+0%$800.1K$811.2K+$11.1K2026-10-20
Northside Capital Management, LLC
UNCHANGED2,1662,16600%$801.8K$810.9K+$9.1K2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED2,1602,155+5+0%$797.3K$808.2K+$10.9K2026-10-16
PW Nova Financial Services LLC
DECREASED2,1492,622-473-18%$970.3K$804.4K-$166.0K2026-10-15
Kanawha Capital Management LLC
INCREASED2,1482,110+38+2%$780.6K$803.7K+$23.1K2026-10-19
Hager Investment Management Services, LLC
UNCHANGED2,1482,14800%$794.8K$803.9K+$9.0K2026-11-04
3 Factor Indexing, LLC
UNCHANGED2,1402,14000%$791.9K$800.9K+$9.0K2026-10-15
Serenity Investment Advisors
INCREASED2,1381,840+298+16%$692.8K$800.1K+$107.3K2026-10-30
Vista Finance, LLC
UNCHANGED2,1282,12800%$787.4K$796.4K+$8.9K2026-10-23
Accelerate Investment Advisors LLC
INCREASED2,1262,123+3+0%$785.7K$795.8K+$10.1K2026-11-02
Meridian Financial Advisors, LLC
NEW2,123—+2,123——$794.5K—2026-10-14
Ariadne Wealth Management, LP
UNCHANGED2,1232,12300%$785.4K$794.3K+$8.9K2026-11-06
Richardson Financial Services Inc.
UNCHANGED2,1162,11600%$783.0K$791.9K+$8.9K2026-10-30
Heartwood Wealth Advisors LLC
INCREASED2,1091,860+249+13%$688.3K$789.3K+$101.0K2026-10-05
OceanIQ Capital, LLC
INCREASED2,1082,079+29+1%$791.4K$803.9K+$12.6K2026-10-19
Box Hill Private Wealth LLC
INCREASED2,1032,098+5+0%$776.3K$787.1K+$10.8K2026-10-05
Baron Wealth Management LLC
DECREASED2,0982,103-50%$778.1K$785.0K+$6.9K2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED2,0921,540+552+36%$569.9K$782.9K+$213.0K2026-11-02
Cordatus Wealth Management LLC
UNCHANGED2,0912,09100%$773.8K$782.5K+$8.8K2026-10-19
Flagstone Financial Management
INCREASED2,0892,068+21+1%$765.1K$781.6K+$16.5K2026-11-05
Brindle & Bay Financial Advisors, LLC
NEW2,083—+2,083——$779.7K—2026-10-15
Aldebaran Financial Inc.
INCREASED2,0832,039+44+2%$754.5K$779.6K+$25.1K2026-11-06
WealthCare Investment Partners, LLC
DECREASED2,0782,169-91-4%$802.5K$777.6K-$24.8K2026-11-05
Mountain Capital Investment Advisors Inc.
INCREASED2,0761,943+133+7%$719.1K$776.8K+$57.7K2026-11-06
Vantage Investment Partners, LLC
DECREASED2,0742,126-52-2%$786.7K$776.2K-$10.5K2026-10-27
McNaughton Wealth Management, LLC
UNCHANGED2,0712,07100%$766.4K$775.1K+$8.7K2026-10-09
BankPlus Trust Department
INCREASED2,0701,797+273+15%$665.0K$774.7K+$109.7K2026-11-06
Red Mountain Financial, LLC
INCREASED2,0621,979+83+4%$732.4K$771.5K+$39.1K2026-11-03
Mirador Capital Partners LP
DECREASED2,0622,063-10%$763.4K$771.8K+$8.5K2026-10-09
Ring Mountain Capital, LLC
INCREASED2,0612,052+9+0%$759.3K$771.3K+$12.0K2026-10-13
Oxler Private Wealth LLC
UNCHANGED2,0492,04900%$758.2K$766.8K+$8.6K2026-10-21
Prudent Man Investment Management, Inc.
DECREASED2,0472,087-40-2%$699.7K$766.1K+$66.4K2026-11-03
Bayshore Asset Management, LLC
NEW2,043—+2,043——$779.5K—2026-11-03
Pacific Sage Partners, LLC
UNCHANGED2,0372,03700%$753.8K$762.3K+$8.6K2026-10-21
Alkeme Wealth, LLC
INCREASED2,036861+1,175+136%$318.6K$761.9K+$443.3K2026-10-08
Mccarter Private Wealth Services LLC
DECREASED2,0192,159-140-6%$798.9K$755.6K-$43.3K2026-10-22
Retirement Solution LLC
INCREASED2,0172,013+4+0%$745.0K$754.9K+$9.9K2026-10-27
Rose Capital Advisors LLC
NEW2,010—+2,010——$752.2K—2026-11-04
Cooper Financial Group
INCREASED1,9951,373+622+45%$508.2K$746.7K+$238.5K2026-10-07
Deltec Asset Management LLC
UNCHANGED1,9831,98300%$733.8K$742.1K+$8.3K2026-10-26
Guardian Partners Inc.
UNCHANGED1,9751,97500%$730.8K$739.1K+$8.3K2026-10-21
MMA Asset Management LLC
UNCHANGED1,9741,97400%$730.6K$738.9K+$8.3K2026-11-02
Bensler, LLC
INCREASED1,9701,941+29+1%$718.3K$737.3K+$19.0K2026-11-05
William John Sempolinski
UNCHANGED1,9691,96900%$728.6K$736.9K+$8.3K2026-10-20
Ballast, Inc.
INCREASED1,9651,805+160+9%$667.9K$735.4K+$67.5K2026-10-20
FFG Partners, LLC
INCREASED1,9641,818+146+8%$673.0K$735.3K+$62.3K2026-10-15
Pinnacle Wealth Management Group, Inc.
UNCHANGED1,9641,96400%$726.8K$735.0K+$8.2K2026-10-15
Community Bank, N.A.
DECREASED1,9632,347-384-16%$868.5K$734.6K-$133.8K2026-11-06
Jackson Square Capital, LLC
INCREASED1,9621,710+252+15%$632.8K$734.4K+$101.6K2026-10-19
Hofer & Associates. Inc
INCREASED1,957572+1,385+242%$211.7K$732.5K+$520.8K2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED1,9571,95700%$724.1K$732.5K+$8.3K2026-10-14
Grantvest Financial Group LLC
INCREASED1,9471,939+8+0%$717.7K$728.7K+$11.0K2026-10-21
Waterfront Wealth Inc.
INCREASED1,9461,940+6+0%$723.2K$733.1K+$9.9K2026-11-03
Integrity Investment Advisors, LLC
INCREASED1,9351,561+374+24%$577.6K$724.2K+$146.5K2026-11-03
Markowski Investments
INCREASED1,9351,917+18+1%$709.4K$724.3K+$14.9K2026-10-30
Retirement Investment Advisors, Inc.
DECREASED1,9301,998-68-3%$738.8K$722.3K-$16.5K2026-10-22
Wealth Management Partners, LLC
INCREASED1,9301,892+38+2%$700.1K$722.3K+$22.2K2026-10-21
Strata Wealth Advisors, LLC
INCREASED1,9251,752+173+10%$648.2K$720.3K+$72.1K2026-10-16
Legacy Wealth Partners, LLC
DECREASED1,9232,022-99-5%$748.2K$719.7K-$28.5K2026-10-15
Virtus Wealth Solutions LLC
INCREASED1,9201,916+4+0%$708.8K$718.7K+$9.9K2026-11-03
AG Asset Advisory, LLC
UNCHANGED1,9171,91700%$709.4K$717.4K+$8.1K2026-11-06
MinichMacGregor Wealth Management, LLC
INCREASED1,9161,886+30+2%$698.0K$717.3K+$19.3K2026-10-14
GGM Financial LLC
INCREASED1,9151,911+4+0%$707.2K$716.5K+$9.4K2026-11-05
Asset One Wealth Management LLC
INCREASED1,9141,431+483+34%$533.0K$716.3K+$183.3K2026-11-02
Aufman Associates Inc
INCREASED1,9141,911+3+0%$707.1K$716.3K+$9.3K2026-11-04
Able Wealth Management LLC
DECREASED1,9042,090-186-9%$773.2K$724.0K-$49.2K2026-10-13
CPA Asset Management Group, LLC
UNCHANGED1,9041,90400%$704.6K$712.6K+$8.0K2026-10-26
Marathon Wealth Advisors LLC
INCREASED1,9021,867+35+2%$691.0K$712.0K+$20.9K2026-11-04
Triangle Securities Wealth Management
DECREASED1,9011,907-60%$705.8K$711.6K+$5.8K2026-10-14
Arcataur Capital Management LLC
DECREASED1,8921,947-55-3%$720.4K$708.0K-$12.4K2026-10-21
TrustWell Financial Advisors, LLC
INCREASED1,8881,853+35+2%$685.5K$706.5K+$20.9K2026-10-15
Roman Butler Fullerton & Co
UNCHANGED1,8881,88800%$698.1K$709.2K+$11.1K2026-10-27
Condor Capital Management
DECREASED1,8871,889-20%$699.2K$706.4K+$7.2K2026-11-06
Laurel Wealth Advisors LLC
INCREASED1,8781,704+174+10%$630.5K$702.8K+$72.3K2026-10-27
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED1,8711,872-10%$692.6K$700.2K+$7.6K2026-11-03
Addison Advisors LLC
DECREASED1,8691,910-41-2%$706.8K$699.5K-$7.3K2026-11-06
Geneva Partners, LLC
INCREASED1,8691,866+3+0%$690.6K$699.4K+$8.8K2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
INCREASED1,8651,180+685+58%$436.6K$698.0K+$261.3K2026-11-03
Outbound Financial Inc
UNCHANGED1,8641,86400%$689.8K$697.6K+$7.8K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED1,8561,916-60-3%$708.9K$694.6K-$14.3K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED1,8541,654+200+12%$612.0K$693.8K+$81.8K2026-10-07
Leelyn Smith, LLC
INCREASED1,849715+1,134+159%$264.5K$691.9K+$427.4K2026-11-03
Attessa Capital LLC
INCREASED1,8451,842+3+0%$681.5K$690.6K+$9.1K2026-10-09
Anchor Capital Advisors LLC
UNCHANGED1,8451,84500%$682.7K$690.5K+$7.7K2026-11-05
Great Waters Wealth Management
INCREASED1,8431,566+277+18%$579.6K$689.8K+$110.2K2026-10-07
Alliance Wealth Management Group
INCREASED1,8391,691+148+9%$625.9K$688.1K+$62.2K2026-10-29
Towercrest Capital Management
INCREASED1,8391,691+148+9%$625.9K$688.1K+$62.2K2026-10-23
Red Spruce Capital, LLC
UNCHANGED1,8311,83100%$677.5K$685.2K+$7.7K2026-10-07
Convergence Financial, LLC
DECREASED1,8302,984-1,154-39%$1.1M$684.8K-$419.7K2026-10-27
Brown Financial Advisory
DECREASED1,8302,102-272-13%$777.8K$684.9K-$93.0K2026-11-05
Zega Investments, LLC
UNCHANGED1,8301,83000%$677.2K$684.9K+$7.7K2026-11-04
Hamilton Capital, LLC
DECREASED1,8281,931-103-5%$714.7K$683.9K-$30.8K2026-10-08
ZWJ Investment Counsel Inc
INCREASED1,8261,334+492+37%$493.5K$683.3K+$189.7K2026-10-15
Zenith Solutions, Inc.
INCREASED1,8231,038+785+76%$383.9K$682.2K+$298.3K2026-10-19
Norden Group LLC
INCREASED1,8201,440+380+26%$532.9K$681.2K+$148.3K2026-10-20
Triton Wealth Management, Pllc
NEW1,816—+1,816——$675.4K—2026-11-04
North Berkeley Wealth Management, LLC
DECREASED1,8152,434-619-25%$900.5K$679.2K-$221.3K2026-11-02
OAK Family Advisors, LLC
DECREASED1,8142,079-265-13%$769.3K$678.9K-$90.4K2026-10-19
Vista Investment Partners II, LLC
INCREASED1,8141,802+12+1%$666.8K$678.9K+$12.1K2026-10-15
Whitcomb & Hess, Inc.
UNCHANGED1,8141,81400%$671.3K$678.9K+$7.6K2026-10-07
Tucker Asset Management LLC
INCREASED1,8131,653+160+10%$611.5K$678.5K+$67.0K2026-10-29
USA Financial Formulas
NEW1,802—+1,802——$674.4K—2026-10-16
BetterWealth, LLC
UNCHANGED1,8021,80200%$666.7K$674.3K+$7.6K2026-10-15
Seelaus Asset Management LLC
INCREASED1,7941,792+2+0%$663.1K$671.3K+$8.2K2026-10-14
Mills Wealth Advisors LLC
DECREASED1,7931,879-86-5%$695.4K$670.9K-$24.5K2026-10-22
Integrated Capital Management, Inc.
DECREASED1,7921,845-53-3%$682.7K$670.6K-$12.2K2026-10-09
Breachway Investments LLC
DECREASED1,7861,811-25-1%$670.1K$668.4K-$1.7K2026-10-19
Tranquility Partners, LLC
INCREASED1,7771,576+201+13%$583.2K$666.6K+$83.4K2026-10-20
North Point Portfolio Managers Corp
INCREASED1,7761,485+291+20%$549.5K$664.7K+$115.1K2026-10-07
Optivise Advisory Services LLC
DECREASED1,7711,796-25-1%$664.7K$662.9K-$1.8K2026-10-19
M. Kraus & Co
UNCHANGED1,7691,76900%$654.6K$662.0K+$7.4K2026-10-20
Sensenig Capital Advisors, Inc
INCREASED1,7621,487+275+18%$550.2K$659.4K+$109.2K2026-10-23
Firethorn Wealth Partners, LLC
INCREASED1,7531,709+44+3%$632.5K$656.1K+$23.6K2026-10-14
Legacy CG, LLC
UNCHANGED1,7471,74700%$646.5K$653.8K+$7.3K2026-10-30
Centennial Advisors, LLC
INCREASED1,7461,670+76+5%$618.0K$653.6K+$35.5K2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED1,7421,692+50+3%$626.1K$651.9K+$25.8K2026-10-30
Opus Financial Solutions LLC
DECREASED1,7412,840-1,099-39%$1.1M$651.6K-$399.4K2026-11-06
Riverbend Wealth Management, LLC
INCREASED1,7231,510+213+14%$558.9K$644.6K+$85.8K2026-10-15
Crane Advisory, LLC
UNCHANGED1,7221,72200%$638.1K$655.4K+$17.3K2026-10-13
New Wave Wealth Advisors LLC
INCREASED1,7191,001+718+72%$370.4K$655.5K+$285.1K2026-10-19
Factor Wealth Management LTD
UNCHANGED1,7181,71800%$635.8K$643.1K+$7.3K2026-10-08
Capital Investment Counsel, Inc
UNCHANGED1,7181,71800%$635.7K$642.9K+$7.2K2026-10-20
Seal Cove Capital, LLC
DECREASED1,7135,138-3,425-67%$1.9M$641.2K-$1.3M2026-11-06
Yardley Wealth Management LLC
DECREASED1,7041,754-50-3%$649.1K$637.7K-$11.3K2026-10-23
John G Ullman & Associates Inc
INCREASED1,7001,354+346+26%$501.0K$636.2K+$135.2K2026-11-04
Signature Equity Partners, LLC
INCREASED1,681570+1,111+195%$211.0K$629.0K+$418.0K2026-10-29
Powers Advisory Group, LLC
DECREASED1,6794,021-2,342-58%$1.5M$628.4K-$859.6K2026-10-14
S&A Financial Services, Inc.
INCREASED1,6761,672+4+0%$618.6K$627.2K+$8.6K2026-11-03
Retirement Guys Formula LLC
INCREASED1,6731,672+1+0%$618.9K$626.1K+$7.2K2026-10-26
Sincerus Advisory, LLC
INCREASED1,6701,664+6+0%$615.7K$625.1K+$9.3K2026-10-09
Retirement Systems of Alabama
UNCHANGED1,6701,67000%$618.0K$625.0K+$7.0K2026-11-04
Moller Wealth Partners
INCREASED1,6601,658+2+0%$613.7K$621.2K+$7.5K2026-10-15
Carrera Capital Advisors
INCREASED1,6591,642+17+1%$607.6K$620.9K+$13.3K2026-11-03
Stablepoint Partners, LLC
INCREASED1,6571,392+265+19%$515.1K$620.2K+$105.1K2026-11-03
Destiny Wealth Partners, LLC
INCREASED1,6571,624+33+2%$598.1K$613.3K+$15.1K2026-11-05
Fusion Capital, LLC
INCREASED1,6571,656+1+0%$612.9K$620.0K+$7.2K2026-10-28
Vigilare Wealth Management
UNCHANGED1,6531,65300%$611.8K$618.8K+$7.0K2026-10-29
Maple Capital Management, Inc.
INCREASED1,6521,607+45+3%$594.7K$618.2K+$23.6K2026-11-02
Asio Capital, LLC
NEW1,651—+1,651——$617.9K—2026-10-19
Amplius Wealth Advisors, LLC
DECREASED1,6502,105-455-22%$778.8K$617.4K-$161.4K2026-10-20
Arthur M. Cohen & Associates, LLC
INCREASED1,6501,646+4+0%$609.0K$617.4K+$8.5K2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED1,6501,65000%$610.6K$617.5K+$6.9K2026-10-20
Banta Asset Management LP
UNCHANGED1,6501,65000%$610.6K$617.5K+$6.9K2026-11-02
Epiq Partners, LLC
INCREASED1,6491,253+396+32%$463.5K$617.0K+$153.5K2026-10-07
BAR Harbor Wealth Management
DECREASED1,6481,668-20-1%$617.2K$616.7K-$4792026-10-21
Allstreet Capital Advisors LLC
DECREASED1,6461,663-17-1%$615.5K$616.1K+$6012026-11-04
Mezzasalma Advisors, LLC
UNCHANGED1,6431,64300%$608.1K$615.0K+$6.9K2026-10-14
BCU Wealth Advisors, LLC
INCREASED1,6421,637+5+0%$605.7K$614.5K+$8.8K2026-10-16
Detalus Advisors, LLC
DECREASED1,6401,653-13-1%$611.7K$613.8K+$2.1K2026-10-15
Financial Partners Group, Inc
UNCHANGED1,6391,63900%$606.5K$613.5K+$7.0K2026-10-19
SpringVest Wealth Management LLC
INCREASED1,6331,182+451+38%$437.4K$611.2K+$173.8K2026-10-27
Aspetuck Financial Management LLC
UNCHANGED1,6311,63100%$603.5K$610.4K+$6.9K2026-11-04
Paragon Advisors, LLC
INCREASED1,6281,109+519+47%$410.4K$609.1K+$198.7K2026-11-03
Transcendent Capital Group LLC
DECREASED1,6281,871-243-13%$692.3K$609.3K-$83.1K2026-10-28
Kingstone Capital Partners Texas, LLC
DECREASED1,6281,634-60%$604.5K$609.1K+$4.7K2026-11-03
Affinity Capital Advisors, LLC
INCREASED1,626826+800+97%$306.9K$621.0K+$314.1K2026-10-13
Elser Financial Planning, Inc
DECREASED1,6251,626-10%$601.7K$608.1K+$6.3K2026-10-16
FCG Investment Co
UNCHANGED1,6251,62500%$601.3K$608.1K+$6.8K2026-10-13
Horizons Wealth Management
NEW1,623—+1,623——$607.4K—2026-10-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED1,6201,709-89-5%$632.4K$606.3K-$26.1K2026-10-16
Jeter Robert S II
NEW1,610—+1,610——$613.7K—2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED1,6081,607+1+0%$594.8K$601.6K+$6.8K2026-10-16
Livet Wealth, LLC
UNCHANGED1,6071,60700%$594.5K$601.2K+$6.7K2026-10-27
Hartmann Taylor Wealth Management, LLC
INCREASED1,6011,570+31+2%$503.7K$599.2K+$95.5K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED1,5981,543+55+4%$571.0K$598.2K+$27.2K2026-10-27
Buska Wealth Management, LLC
DECREASED1,5981,643-45-3%$607.9K$598.2K-$9.8K2026-10-08
Melone Private Wealth, LLC
INCREASED1,5981,596+2+0%$590.7K$598.1K+$7.4K2026-10-16
Bonfire Financial
INCREASED1,597636+961+151%$235.5K$597.5K+$362.0K2026-11-06
Krane Financial Solutions LLC
UNCHANGED1,5931,59300%$589.5K$596.2K+$6.7K2026-10-30
HF Advisory Group, LLC
DECREASED1,5802,125-545-26%$786.5K$591.2K-$195.3K2026-10-09
First County Bank
DECREASED1,5751,595-20-1%$590.2K$589.4K-$7862026-10-13
Mechanics Bank Trust Department
UNCHANGED1,5751,57500%$582.8K$589.4K+$6.6K2026-10-13
Register Financial Advisors LLC
INCREASED1,5741,561+13+1%$577.8K$588.9K+$11.2K2026-10-23
Johnson & White Wealth Management, LLC
DECREASED1,5711,653-82-5%$611.8K$587.7K-$24.1K2026-11-03
Waystone Advisors LLC
UNCHANGED1,5711,57100%$581.3K$581.3K$02026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED1,5701,210+360+30%$447.6K$587.6K+$140.0K2026-10-16
Shum Financial Group, Inc.
UNCHANGED1,5691,56900%$580.6K$587.2K+$6.6K2026-10-13
Opus Capital Group, LLC
UNCHANGED1,5661,56600%$579.0K$586-$578.4K2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED1,5621,849-287-16%$684.2K$584.6K-$99.6K2026-10-26
Advisory Resource Group
INCREASED1,5551,551+4+0%$573.9K$581.9K+$7.9K2026-10-26
Fagan Associates, Inc.
INCREASED1,5501,548+2+0%$572.9K$580.1K+$7.2K2026-10-13
Vaughan David Investments LLC
INCREASED1,5461,544+2+0%$571.0K$579-$570.4K2026-11-05
Richardson Capital Management LLC
DECREASED1,5432,003-460-23%$607.0K$577.6K-$29.4K2026-10-23
Financial Futures Ltd Liability Co.
INCREASED1,542850+692+81%$314.6K$577.1K+$262.6K2026-10-13
Sugar Maple Asset Management, LLC
INCREASED1,5421,005+537+53%$371.9K$577.1K+$205.2K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED1,5411,545-40%$571.7K$576.7K+$5.0K2026-10-15
Ifrah Financial Services, Inc.
DECREASED1,5391,595-56-4%$590.4K$575.9K-$14.4K2026-10-13
Oceanside Advisors LLC
UNCHANGED1,5381,53800%$569.1K$575.6K+$6.5K2026-11-03
Brewster Financial Planning LLC
INCREASED1,5351,365+170+12%$505.1K$574.5K+$69.4K2026-10-13
Atwood & Palmer Inc
UNCHANGED1,5291,52900%$565.8K$572.2K+$6.4K2026-10-08
Catalyst Investment Management LLC
UNCHANGED1,5291,52900%$565.8K$572.2K+$6.4K2026-10-21
Shearwater Capital LLC
DECREASED1,5271,552-25-2%$574.4K$571.6K-$2.8K2026-10-13
GEM Asset Management, LLC
INCREASED1,5251,358+167+12%$502.5K$570.6K+$68.1K2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED1,5221,485+37+2%$549.5K$569.7K+$20.2K2026-10-09
Redwood Family Wealth LLC
INCREASED1,5171,416+101+7%$524.0K$567.8K+$43.8K2026-10-20
Guilbault Capital LLC
UNCHANGED1,5151,51500%$560.6K$567.0K+$6.4K2026-10-28
Family Capital Management, Inc.
NEW1,511—+1,511——$565.7K—2026-11-03
Clearwave Capital, LLC
DECREASED1,5091,889-380-20%$698.9K$564.6K-$134.3K2026-10-27
apricus wealth, LLC
DECREASED1,5071,677-170-10%$620.5K$563.9K-$56.6K2026-10-26
Collective Family Office LLC
UNCHANGED1,5001,50000%$555.1K$561.4K+$6.3K2026-10-05
Chapman Financial Group, LLC
DECREASED1,4891,509-20-1%$558.4K$557.2K-$1.1K2026-10-26
Urban Wealth Management, LLC
INCREASED1,4821,458+24+2%$539.3K$554.5K+$15.2K2026-10-21
Evansbrook LLC
INCREASED1,481816+665+82%$301.8K$554.2K+$252.4K2026-10-16
Integrated Wealth Management
UNCHANGED1,4761,47600%$546.2K$552.5K+$6.4K2026-10-19
Chilton Capital Management LLC
DECREASED1,4752,179-704-32%$806.3K$552.0K-$254.3K2026-10-28
Blue Fin Capital, Inc.
UNCHANGED1,4681,46800%$543.2K$549.4K+$6.2K2026-10-28
Ervin Investment Management, LLC
DECREASED1,4661,486-20-1%$549.9K$548.6K-$1.2K2026-10-23
Lynch & Associates
UNCHANGED1,4591,45900%$539.7K$545.9K+$6.1K2026-10-13
Westover Capital Advisors, LLC
INCREASED1,4571,456+1+0%$538.8K$545.3K+$6.5K2026-10-26
Mountain Pacific Investment Advisers LLC
DECREASED1,4472,283-836-37%$844.8K$541.5K-$303.3K2026-10-29
marrick wealth, LLC
INCREASED1,4421,389+53+4%$514.0K$539.7K+$25.7K2026-10-20
Natural Investments, LLC
DECREASED1,4401,453-13-1%$537.0K$538.9K+$1.9K2026-11-06
Global Trust Asset Management, LLC
UNCHANGED1,4271,42700%$528.0K$534.0K+$6.0K2026-10-19
Beacon Financial Advisory LLC
DECREASED1,4261,515-89-6%$560.6K$533.5K-$27.0K2026-10-16
Rockland Trust Co
INCREASED1,4241,260+164+13%$466.3K$532.9K+$66.7K2026-10-05
Trust Co of Oklahoma
DECREASED1,4241,456-32-2%$538.8K$532.9K-$5.9K2026-10-15
Bay Capital Advisors, LLC
DECREASED1,4241,456-32-2%$538.7K$532.9K-$5.8K2026-10-16
W Advisors, LLC
DECREASED1,4201,457-37-3%$539.1K$531.4K-$7.7K2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED1,4201,432-12-1%$529.9K$531.4K+$1.4K2026-11-05
Herold Advisors, Inc.
DECREASED1,4181,481-63-4%$548.0K$530.5K-$17.5K2026-10-19
Leeward Financial Partners, LLC
INCREASED1,4131,410+3+0%$521.8K$528.8K+$7.0K2026-10-23
E&G Advisors, LLC
UNCHANGED1,4131,41300%$522.9K$528.9K+$6.0K2026-10-13
Signature Resources Capital Management, LLC
INCREASED1,4111,361+50+4%$503.6K$528.1K+$24.4K2026-10-16
Cardinal Strategic Wealth Guidance
UNCHANGED1,4111,41100%$522.2K$528.1K+$5.9K2026-11-02
Parcion Private Wealth LLC
UNCHANGED1,4061,40600%$520.3K$526.2K+$5.9K2026-10-28
Sara-Bay Financial
DECREASED1,4051,428-23-2%$528.5K$525.9K-$2.6K2026-10-21
HighRoad Wealth Advisors, LLC
INCREASED1,4041,314+90+7%$486.4K$525.5K+$39.1K2026-10-14
Seek First Inc.
INCREASED1,4001,396+4+0%$516.6K$523.8K+$7.2K2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED1,3951,504-109-7%$556.5K$522.1K-$34.5K2026-11-03
Miramontes Capital, LLC
INCREASED1,394770+624+81%$284.9K$521.9K+$237.0K2026-10-19
Premier Path Wealth Partners, LLC
INCREASED1,3901,161+229+20%$429.5K$520.4K+$90.9K2026-10-16
DB&C Advisors, LLC
INCREASED1,3901,388+2+0%$513.5K$520.2K+$6.7K2026-10-26
Great Lakes Advisors, LLC
DECREASED1,3861,453-67-5%$537.7K$518.7K-$19.0K2026-11-06
Thayer Financial, L.L.C.
INCREASED1,385712+673+95%$263.6K$519.8K+$256.2K2026-10-21
Financial Security Advisor, Inc.
INCREASED1,3841,172+212+18%$433.8K$518.1K+$84.3K2026-11-03
ForthRight Wealth Management, LLC
NEW1,373—+1,373——$513.8K—2026-11-06
Rainey & Randall Wealth Advisors Inc.
DECREASED1,3731,443-70-5%$534.1K$513.9K-$20.2K2026-10-26
Bluesphere Advisors LLC
UNCHANGED1,3671,36700%$505.8K$511.6K+$5.7K2026-10-19
Green Ridge Wealth Planning LLC
INCREASED1,3651,286+79+6%$476.0K$511.0K+$35.0K2026-10-08
Darrow Company, Inc.
INCREASED1,3651,314+51+4%$486.4K$511.0K+$24.6K2026-10-22
Saxony Capital Management, LLC
INCREASED1,3631,104+259+23%$408.6K$510.1K+$101.5K2026-10-15
Capital Investment Services of America, Inc.
DECREASED1,3611,440-79-5%$532.9K$509.3K-$23.5K2026-11-02
RMR Wealth Builders
DECREASED1,3601,676-316-19%$620.1K$509.1K-$110.9K2026-10-22
Midwest Capital Advisors, LLC
INCREASED1,3601,252+108+9%$463.3K$508.8K+$45.5K2026-11-04
Aull & Monroe Investment Management Corp
UNCHANGED1,3571,35700%$502.1K$507.8K+$5.7K2026-10-16
GoalFusion Wealth Management, LLC
UNCHANGED1,3551,35500%$501.4K$507.1K+$5.7K2026-10-06
Baldwin Wealth Partners LLC
UNCHANGED1,3451,34500%$497.7K$503.4K+$5.6K2026-10-13
John W. Brooker & Co., CPAs
UNCHANGED1,3451,34500%$497.6K$503.3K+$5.6K2026-10-21
Souders Financial Advisors
INCREASED1,3421,182+160+14%$437.2K$502.3K+$65.1K2026-11-03
Donor Advised Charitable Giving, Inc.
INCREASED1,3421,250+92+7%$462.5K$502.1K+$39.6K2026-10-28
Aviso Wealth Management
DECREASED1,3391,468-129-9%$543.3K$501.2K-$42.1K2026-11-04
Avalon Capital Management
NEW1,335—+1,335——$499.5K—2026-11-04
Pillar Financial Advisors, LLC
DECREASED1,3331,339-60%$495.7K$498.7K+$3.1K2026-10-21
Sachem Hill LLC
UNCHANGED1,3291,32900%$491.8K$497.4K+$5.6K2026-10-14
Kesler, Norman & Wride, LLC
NEW1,328—+1,328——$497.0K—2026-11-06
Grange Capital, LLC
UNCHANGED1,3211,32100%$488.7K$494.3K+$5.6K2026-10-20
Fortress Financial Group, LLC
DECREASED1,3191,395-76-5%$516.2K$493.7K-$22.5K2026-10-21
Cranbrook Wealth Management, LLC
INCREASED1,3181,275+43+3%$471.7K$493.2K+$21.6K2026-10-28
Equity Wealth Partners, LLC
INCREASED1,316598+718+120%$221.3K$492.6K+$271.3K2026-10-26
Cohen Investment Advisors LLC
INCREASED1,3121,275+37+3%$471.8K$491.0K+$19.2K2026-10-20
Roth Financial Partners LLC
INCREASED1,3071,297+10+1%$479.9K$489.1K+$9.2K2026-10-06
Layline Advisors, LLC
DECREASED1,3061,307-10%$483.6K$488.8K+$5.3K2026-11-02
Form Wealth Advisors, LLC
UNCHANGED1,3041,30400%$482.5K$488.0K+$5.5K2026-10-13
Teamwork Financial Advisors, LLC
INCREASED1,293979+314+32%$362.1K$484.0K+$121.9K2026-10-19
Fulcrum Capital LLC
UNCHANGED1,2911,29100%$477.7K$483.1K+$5.4K2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED1,2891,443-154-11%$534.0K$482.3K-$51.7K2026-10-21
Bell Investment Advisors, Inc
INCREASED1,2891,288+1+0%$476.5K$482.2K+$5.7K2026-10-29
Invariant Investment Management
INCREASED1,2871,276+11+1%$474.2K$486.5K+$12.3K2026-10-08
Cowa, LLC
INCREASED1,2861,283+3+0%$474.7K$481.3K+$6.6K2026-10-30
25 LLC
INCREASED1,2831,258+25+2%$465.7K$480.0K+$14.3K2026-10-13
Ellis Investment Partners, LLC
DECREASED1,2811,288-7-1%$476.8K$479.7K+$2.9K2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED1,2801,28000%$473.7K$479.0K+$5.4K2026-10-30
Leading Edge Financial Planning LLC
DECREASED1,2742,213-939-42%$818.9K$476.6K-$342.3K2026-10-23
Peoples Bank
UNCHANGED1,2731,27300%$471.1K$476.4K+$5.3K2026-10-26
Platt Wealth Management LLC
NEW1,264—+1,264——$473—2026-11-04
William Howard & Co Financial Advisors Inc
INCREASED1,2631,262+1+0%$467.1K$472.5K+$5.4K2026-11-04
Boyer Financial Services, Inc.
DECREASED1,2621,267-50%$467.2K$472.3K+$5.1K2026-10-23
M Wealth Management, LLC
INCREASED1,2621,259+3+0%$465.8K$472.2K+$6.5K2026-10-14
Smart Wealth LLC
NEW1,260—+1,260——$471.7K—2026-11-04
Edge Wealth Management LLC
INCREASED1,2581,257+1+0%$465.3K$473.3K+$8.0K2026-10-13
Kessler Investment Group, LLC
INCREASED1,2571,242+15+1%$459.5K$470.3K+$10.8K2026-10-08
Syntax Research, Inc.
INCREASED1,2551,252+3+0%$463.4K$469.8K+$6.5K2026-11-04
Willis Investment Counsel
DECREASED1,2541,304-50-4%$482.6K$469.4K-$13.2K2026-10-20
Sage Capital Management, LLC
INCREASED1,2521,251+1+0%$463.3K$469.4K+$6.0K2026-10-20
Adelphi Trust Co
DECREASED1,2511,436-185-13%$531.4K$468.2K-$63.2K2026-10-05
TrueWealth Advisors, LLC
INCREASED1,2511,250+1+0%$462.4K$468.1K+$5.7K2026-10-09
Bauman Advisory Group, LLC
UNCHANGED1,2511,25100%$462.8K$468.3K+$5.5K2026-10-29
InTrack Investment Management Inc
UNCHANGED1,2501,25000%$462.6K$467.8K+$5.3K2026-10-15
Cushing Capital Partners, LLC
NEW1,249—+1,249——$467.4K—2026-10-20
Costello Asset Management, Inc
DECREASED1,2481,371-123-9%$507.4K$467.0K-$40.4K2026-10-30
Demars Financial Group, LLC
UNCHANGED1,2481,24800%$462.0K$467.2K+$5.2K2026-10-22
Spectrum Asset Management, Inc. (NB )
UNCHANGED1,2471,24700%$461.4K$466.7K+$5.2K2026-10-19
North Capital, Inc.
INCREASED1,2451,239+6+0%$458.6K$474.9K+$16.3K2026-10-16
Artesa Financial Group, LLC
DECREASED1,2441,266-22-2%$468.3K$465.7K-$2.6K2026-10-29
Private Client Services, LLC
DECREASED1,2371,418-181-13%$524.8K$462.8K-$62.0K2026-10-02
Dhjj Financial Advisors, Ltd.
DECREASED1,2311,240-9-1%$458.7K$460.7K+$2.0K2026-10-23
Financial & Tax Architects, LLC
DECREASED1,2291,288-59-5%$476.6K$459.9K-$16.7K2026-10-15
Cooper S Advisors, LLC
UNCHANGED1,2271,22700%$454.0K$459.2K+$5.2K2026-11-03
MKT Advisors LLC
DECREASED1,2251,523-298-20%$562.8K$465.0K-$97.8K2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED1,224726+498+69%$268.6K$458.2K+$189.6K2026-10-09
Diversified Investment Strategies, LLC
UNCHANGED1,2201,22000%$451.4K$456.6K+$5.1K2026-10-28
Oak Harvest Investment Services
INCREASED1,2191,216+3+0%$450.1K$456.1K+$6.0K2026-10-20
Schulz Wealth, Ltd.
INCREASED1,218902+316+35%$333.9K$456.0K+$122.1K2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED1,2171,203+14+1%$445.2K$455.5K+$10.3K2026-10-23
Advisortrust Partners, LLC
INCREASED1,2161,184+32+3%$438.1K$454.9K+$16.8K2026-11-02
Essex Investment Management Co LLC
UNCHANGED1,2061,20600%$446.3K$451.3K+$5.1K2026-10-19
G&S Capital LLC
INCREASED1,2031,121+82+7%$414.8K$450.4K+$35.6K2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED1,1991,19900%$443.7K$448.7K+$5.0K2026-10-22
McGrath & Associates, Inc.
INCREASED1,1971,111+86+8%$411.0K$447.9K+$36.9K2026-10-27
Occidental Asset Management, LLC
INCREASED1,1941,043+151+14%$386.0K$447.0K+$61.0K2026-11-05
American State Bank (Iowa)
INCREASED1,1921,017+175+17%$376.3K$446.1K+$69.8K2026-11-03
Succession Financial, Inc.
INCREASED1,1901,167+23+2%$431.8K$445.3K+$13.5K2026-10-14
Paragon Capital Management Ltd
INCREASED1,1791,177+2+0%$435.9K$441.1K+$5.3K2026-10-09
Three Bridge Wealth Advisors, LLC
UNCHANGED1,1771,17700%$435.5K$440.5K+$4.9K2026-11-05
Andina Capital Management, LLC
INCREASED1,176999+177+18%$369.7K$440.2K+$70.5K2026-10-21
Voisard Asset Management Group, Inc.
UNCHANGED1,1761,17600%$435.2K$440.1K+$4.9K2026-10-13
Lighthouse Financial LLC
NEW1,174—+1,174——$439.4K—2026-10-23
Cambridge Capital Management, LLC
INCREASED1,1741,171+3+0%$433.2K$439.2K+$6.0K2026-10-19
Milestone Asset Management, LLC
INCREASED1,172999+173+17%$370.0K$439.0K+$68.9K2026-10-15
Halter Ferguson Financial Inc.
DECREASED1,1712,698-1,527-57%$998.4K$438.2K-$560.1K2026-10-21
Noble Family Wealth, LLC
DECREASED1,1711,327-156-12%$491.0K$438.2K-$52.8K2026-10-26
First Merchants Corp
DECREASED1,1671,357-190-14%$502.1K$436.7K-$65.4K2026-10-15
SFE Investment Counsel
NEW1,165—+1,165——$436.0K—2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,1621,16200%$430.0K$434.8K+$4.9K2026-10-07
Bannerman Wealth Management Group, LLC
INCREASED1,1611,071+90+8%$396.3K$434.4K+$38.1K2026-10-09
World Equity Group, Inc.
DECREASED1,1602,847-1,687-59%$1.1M$434.2K-$619.2K2026-10-14
Elevate Wealth Advisory, Inc
INCREASED1,1601,152+8+1%$426.3K$434.1K+$7.8K2026-10-29
Crumly & Associates Inc.
INCREASED1,159839+320+38%$310.5K$433.6K+$123.1K2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED1,158874+284+32%$323.5K$433.3K+$109.8K2026-11-05
Avid Wealth Partners LLC
INCREASED1,155866+289+33%$320.3K$432.4K+$112.1K2026-11-03
Straight Path Wealth Management
INCREASED1,153955+198+21%$353.2K$431.4K+$78.1K2026-10-23
AAF Wealth Management, LLC
DECREASED1,1481,207-59-5%$446.7K$429.6K-$17.0K2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED1,1481,128+20+2%$417.4K$429.6K+$12.2K2026-10-09
Wolff Financial Management LLC
INCREASED1,1461,144+2+0%$423.4K$428.8K+$5.4K2026-10-23
Poehling Capital Management, Inc.
UNCHANGED1,1461,14600%$424.1K$428.9K+$4.8K2026-10-20
Gould Asset Management LLC
DECREASED1,1451,175-30-3%$434.8K$428.5K-$6.3K2026-11-06
Valpey Financial Services, LLC
INCREASED1,1441,142+2+0%$422.6K$428.2K+$5.6K2026-10-30
Villere ST Denis J & Co LLC
UNCHANGED1,1411,14100%$422.2K$427.0K+$4.8K2026-11-04
Walker Asset Management, LLC
UNCHANGED1,1381,13800%$421.1K$425.9K+$4.8K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED1,1341,13400%$419.8K$419.8K$02026-10-06
Mach-1 Financial Group, LLC
NEW1,132—+1,132——$423.7K—2026-11-06
Patrick M Sweeney & Associates, Inc
UNCHANGED1,1301,13000%$418.1K$422.9K+$4.7K2026-10-22
Walker Financial Services, Inc.
INCREASED1,1271,051+76+7%$389.1K$422.0K+$32.9K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED1,1251,136-11-1%$420.2K$421.0K+$8062026-10-20
Solitude Financial Services
INCREASED1,121782+339+43%$289.4K$419.5K+$130.2K2026-10-26
Stewardship Concepts Financial Services LLC
UNCHANGED1,1211,12100%$415.0K$419.7K+$4.7K2026-10-06
Tectonic Advisors LLC
INCREASED1,1181,087+31+3%$402.2K$418.3K+$16.1K2026-10-22
Jamison Private Wealth Management, Inc.
DECREASED1,1153,474-2,359-68%$1.3M$417.2K-$868.2K2026-10-14
Burkett Financial Services, LLC
NEW1,113—+1,113——$416.6K—2026-10-01
Client 1ST Advisory Group, LLC
UNCHANGED1,1101,11000%$410.9K$415.6K+$4.7K2026-10-19
Purus Wealth Management, LLC
DECREASED1,1091,156-47-4%$427.8K$415.0K-$12.7K2026-10-15
Capital Squared Financial LLC
INCREASED1,1081,031+77+7%$381.5K$414.5K+$33.0K2026-10-30
Cornerstone Planning Group LLC
DECREASED1,1011,149-48-4%$423.8K$420.5K-$3.3K2026-10-16
Clientfirst Wealth Management, LLC
UNCHANGED1,1001,10000%$407.0K$411.7K+$4.6K2026-11-04
Northwest Financial Advisors
INCREASED1,0901,087+3+0%$402.3K$408.0K+$5.7K2026-10-27
Charter Capital Management, Llc\de
UNCHANGED1,0891,08900%$403.0K$407.5K+$4.6K2026-10-28
Planned Solutions, Inc.
UNCHANGED1,0871,08700%$402.2K$406.8K+$4.6K2026-10-19
Gainplan LLC
UNCHANGED1,0801,08000%$399.6K$404.2K+$4.5K2026-10-09
Forte Asset Management LLC
UNCHANGED1,0801,08000%$399.6K$404.2K+$4.5K2026-10-13
High Point Wealth Management, LLC
INCREASED1,0791,076+3+0%$398.3K$403.8K+$5.5K2026-11-05
One Advisory Partners, LLC
INCREASED1,074645+429+67%$238.7K$401.9K+$163.3K2026-10-22
CPC Advisors, LLC
INCREASED1,071865+206+24%$320.0K$400.6K+$80.6K2026-10-21
Birchwood Financial Partners, Inc.
INCREASED1,0711,068+3+0%$395.3K$400.7K+$5.4K2026-11-02
Rise Advisors, LLC
INCREASED1,0671,057+10+1%$391.0K$399.5K+$8.5K2026-10-16
J. Team Financial, Inc.
UNCHANGED1,0601,06000%$392.3K$396.8K+$4.5K2026-11-03
AK Global Asset Management, LLC
UNCHANGED1,0601,06000%$392.2K$396.7K+$4.5K2026-10-27
Foundry Financial LLC
INCREASED1,056720+336+47%$266.3K$395.1K+$128.7K2026-10-16
KFG Wealth Management, LLC
INCREASED1,055758+297+39%$280.6K$394.7K+$114.1K2026-10-16
Lakeshore Financial Planning, Inc.
NEW1,054—+1,054——$394.4K—2026-10-13
Plan A Wealth LLC
UNCHANGED1,0541,05400%$390.0K$394.4K+$4.4K2026-10-08
Go Invest LLC
INCREASED1,050483+567+117%$178.9K$393.1K+$214.2K2026-10-09
Smith Partners Wealth Management, LLC
UNCHANGED1,0501,05000%$388.5K$393.0K+$4.4K2026-11-05
Belvedere Trading LLC
NEW1,049—+1,049——$392.6K—2026-11-05
Old Port Advisors
INCREASED1,049994+55+6%$367.6K$392.6K+$25.0K2026-10-23
Accredited Investor Services, LLC
UNCHANGED1,0491,04900%$388.2K$392.6K+$4.4K2026-10-22
First Affirmative Financial Network
NEW1,048—+1,048——$392.3K—2026-10-21
Tepp RIA, LLC
INCREASED1,0471,037+10+1%$383.7K$391.8K+$8.1K2026-10-14
Carret Asset Management, LLC
UNCHANGED1,0461,04600%$387.0K$391.5K+$4.5K2026-11-04
Invera Wealth Advisors, LLC
UNCHANGED1,0401,04000%$384.8K$389.2K+$4.4K2026-10-28
Hobart Private Capital, LLC
UNCHANGED1,0331,03300%$382.3K$386.6K+$4.3K2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED1,030981+49+5%$363.0K$385.5K+$22.4K2026-10-30
TSG Advice Partners, LLC
NEW1,028—+1,028——$380.5K—2026-10-29
Wealth Science Advisors LLC
UNCHANGED1,0231,02300%$378.6K$382.8K+$4.3K2026-10-09
International Private Wealth Advisors LLC
INCREASED1,017939+78+8%$347.3K$380.7K+$33.4K2026-11-05
Independent Wealth Advisors LLC
INCREASED1,0151,011+4+0%$374.2K$379.8K+$5.6K2026-10-27
Wernau Asset Management Inc.
INCREASED1,0141,013+1+0%$374.9K$379.8K+$5.0K2026-10-19
Ddfg, Inc
INCREASED1,0051,002+3+0%$370.8K$376.0K+$5.2K2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,0031,001+2+0%$370.5K$375.2K+$4.8K2026-10-28
WMS Group LLC
UNCHANGED1,0001,00000%$370.0K$374.2K+$4.2K2026-11-06
Amarillo National Bank
INCREASED996962+34+4%$356.0K$372.7K+$16.8K2026-10-23
Insight Wealth Strategies, LLC
DECREASED9941,093-99-9%$403.7K$372.1K-$31.6K2026-10-09
Wheelhouse Advisory Group LLC
DECREASED9941,088-94-9%$402.7K$371.9K-$30.8K2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED994993+1+0%$367.5K$372.1K+$4.6K2026-10-20
Private Management Group Inc
UNCHANGED99499400%$367.7K$371.9K+$4.2K2026-11-04
LiftPoint Family Wealth Advisors LLC
UNCHANGED99399300%$367.3K$371.4K+$4.2K2026-11-03
Pavion Blue Capital, LLC
UNCHANGED98398300%$363.7K$367.9K+$4.1K2026-11-05
Wisconsin Wealth Advisors, LLC
UNCHANGED97997900%$362.3K$366.4K+$4.1K2026-10-08
Arrow Financial Corp
UNCHANGED97897800%$361.9K$366.0K+$4.1K2026-10-26
Blue Water Asset Management
INCREASED970965+5+1%$357.0K$362.9K+$5.9K2026-11-04
Foronjy Financial LLC
NEW969—+969——$362.6K—2026-10-14
Burk Holdings LLC
DECREASED9691,009-40-4%$373.4K$362.7K-$10.7K2026-11-05
River Street Advisors LLC
UNCHANGED96696600%$357.5K$361.5K+$4.1K2026-10-22
HMS Capital Management, LLC
UNCHANGED96596500%$357.1K$361.1K+$4.1K2026-10-20
Fortis Group Advisors, LLC
DECREASED9608,481-7,521-89%$3.1M$359.3K-$2.8M2026-11-06
Mengis Capital Management, Inc.
UNCHANGED96096000%$355.2K$359.3K+$4.0K2026-10-13
McCollum Christoferson Group LLC
UNCHANGED95695600%$353.8K$357.8K+$4.0K2026-10-13
Guardian Capital, LLC
DECREASED9511,231-280-23%$455.6K$355.9K-$99.8K2026-11-06
Lifelong Wealth Advisors, Inc.
INCREASED951788+163+21%$291.7K$356.0K+$64.3K2026-10-19
Clark Financial Services Group Inc
INCREASED950943+7+1%$348.8K$355.4K+$6.6K2026-10-19
Cache Advisors, LLC
UNCHANGED95095000%$351.5K$355.5K+$4.0K2026-10-16
Cadent Capital Advisors, LLC
UNCHANGED95095000%$351.4K$355.4K+$4.0K2026-10-09
Orin Green Financial, LLC
DECREASED9481,088-140-13%$402.6K$354.8K-$47.8K2026-10-19
Uniting Wealth Partners, LLC
INCREASED943766+177+23%$283.5K$352.8K+$69.3K2026-11-06
Peachtree Investment Partners, LLC
INCREASED942940+2+0%$347.7K$352.4K+$4.7K2026-11-05
AWM Capital, LLC
DECREASED940944-40%$349.5K$352.0K+$2.5K2026-10-16
Dominguez Wealth Management Solutions, Inc.
DECREASED939998-59-6%$369.3K$351.6K-$17.7K2026-10-07
Silver Lake Advisory, LLC
INCREASED937935+2+0%$345.8K$350.6K+$4.8K2026-10-22
Rockport Wealth LLC
UNCHANGED93493400%$345.6K$349.5K+$3.9K2026-11-03
Stanley-Laman Group, Ltd.
INCREASED931906+25+3%$335.3K$348.5K+$13.2K2026-10-20
Point Nemo Capital, LLC
DECREASED93010,062-9,132-91%$3.7M$348.0K-$3.4M2026-11-03
Absher Wealth Management, LLC
INCREASED930900+30+3%$333.0K$348.0K+$15.0K2026-11-02
Dala Group, LLC
INCREASED929730+199+27%$270.1K$347.5K+$77.4K2026-10-29
Eagle Harbor Asset Management Inc
UNCHANGED92692600%$342.7K$346.5K+$3.9K2026-10-21
Sims Investment Management, LLC
UNCHANGED92692600%$342.7K$346.6K+$3.9K2026-10-13
Frisco Financial Planning LLC
DECREASED920945-25-3%$349.9K$344.2K-$5.7K2026-10-05
Vestor Capital, LLC
DECREASED9173,355-2,438-73%$2.3K$138-$2.2K2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED91691600%$339.1K$339.1K$02026-10-13
Hudson Oak Wealth Advisory LLC
INCREASED914815+99+12%$301.6K$342.1K+$40.5K2026-10-16
Raub Brock Capital Management LP
NEW912—+912——$341.5K—2026-10-21
Centerpoint Advisory Group
UNCHANGED91291200%$337.5K$341.3K+$3.8K2026-10-23
GLR Partners, LLC
INCREASED911881+30+3%$326.0K$340.9K+$14.9K2026-11-04
Provident Investment Management, Inc.
UNCHANGED91091000%$336.7K$340.6K+$3.8K2026-10-23
Prism Planning Partners LLC
INCREASED909578+331+57%$213.9K$340.2K+$126.3K2026-10-27
Fortem Financial Group, LLC
DECREASED909943-34-4%$348.9K$340.2K-$8.8K2026-10-20
Strategic Wealth Investment Group, LLC
INCREASED909891+18+2%$329.7K$340.0K+$10.3K2026-10-29
Sloy Dahl & Holst, LLC
UNCHANGED90990900%$336.4K$340.4K+$4.0K2026-10-14
Sutton Place Investors LLC
UNCHANGED90990900%$336.4K$340.2K+$3.8K2026-10-20
Fort Washington Investment Advisors Inc
DECREASED9071,027-120-12%$380.0K$339.4K-$40.6K2026-10-15
LCW Services, LLC
DECREASED9061,108-202-18%$410.1K$339.2K-$70.9K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED905998-93-9%$368.5K$346.3K-$22.2K2026-10-09
Journey Beyond Wealth, LLC
DECREASED901911-10-1%$337.1K$337.3K+$1772026-11-04
Woodward Financial Advisors, Inc.
DECREASED900945-45-5%$349.6K$337.0K-$12.6K2026-10-19
St. Clair Advisors, LLC
UNCHANGED90090000%$333.0K$336.8K+$3.8K2026-10-13
Code Waechter LLC
DECREASED899915-16-2%$338.7K$336.6K-$2.1K2026-10-23
Auxano Advisors, LLC
NEW896—+896——$335.3K—2026-11-06
Fell Capital Management
INCREASED896856+40+5%$316.8K$335.3K+$18.6K2026-10-09
Headland Capital, LLC
INCREASED889832+57+7%$307.9K$332.8K+$24.9K2026-11-06
Future Financial Wealth Managment LLC
UNCHANGED88888800%$323.8K$332.3K+$8.5K2026-10-15
Range Financial Group LLC
DECREASED8811,923-1,042-54%$711.4K$329.6K-$381.8K2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED881873+8+1%$323.0K$329.7K+$6.7K2026-10-14
Nicholas Wealth, Llc.
INCREASED881879+2+0%$325.3K$329.9K+$4.5K2026-10-26
Nicollet Investment Management, Inc.
UNCHANGED88188100%$326.0K$330-$325.7K2026-10-14
Sterling Financial Planning, Inc.
INCREASED880876+4+0%$324.2K$329.4K+$5.2K2026-10-28
Henderson Brothers Financial Partners, LLC
DECREASED8791,383-504-36%$511.8K$329.0K-$182.8K2026-11-03
Miller Financial Services LLC
NEW878—+878——$328.6K—2026-10-20
Tounjian Advisory Partners, LLC
INCREASED878876+2+0%$324.2K$328.7K+$4.5K2026-11-04
Zeit Capital LLC
INCREASED877843+34+4%$311.9K$328.2K+$16.3K2026-10-19
Elyxium Wealth, LLC
UNCHANGED87787700%$324.5K$328.2K+$3.7K2026-10-27
Glass Wealth Management Co LLC
UNCHANGED87787700%$324.5K$328.2K+$3.7K2026-10-28
Central Valley Advisors, LLC
DECREASED875919-44-5%$340.2K$327.5K-$12.8K2026-10-27
Collier Financial
INCREASED874871+3+0%$322.2K$327.2K+$5.0K2026-11-06
Pearl Planning LLC
INCREASED873800+73+9%$296.1K$326.8K+$30.7K2026-10-13
Tillman Hartley LLC
DECREASED86926,720-25,851-97%$2.9M$325.2K-$2.6M2026-11-06
Tcfg Investment Advisors, LLC
INCREASED869738+131+18%$273.1K$325.2K+$52.2K2026-10-20
Diligent Investors, LLC
INCREASED867866+1+0%$320.3K$324.4K+$4.1K2026-10-21
JHP Wealth Management, LLC
UNCHANGED86486400%$319.8K$323.4K+$3.6K2026-11-06
Iams Wealth Management, LLC
INCREASED860859+1+0%$318.1K$322.5K+$4.4K2026-10-15
Heritage Wealth Management, Inc. s
UNCHANGED85985900%$317.9K$321.6K+$3.6K2026-11-06
Kennedy Investment Group, Inc.
DECREASED858979-121-12%$362.4K$320.9K-$41.5K2026-10-21
1834 Investment Advisors Co
DECREASED847867-20-2%$320.8K$317.0K-$3.8K2026-10-16
Excalibur Management Corp
DECREASED845846-10%$312.9K$316.1K+$3.2K2026-11-02
Wedgewood Investors Inc
DECREASED842850-8-1%$314.5K$315.1K+$5762026-10-28
Finward Bancorp
UNCHANGED84184100%$311.2K$314.7K+$3.5K2026-10-14
Lynch Investment Planning, LLC
NEW840—+840——$314.4K—2026-10-27
Riverbridge Partners LLC
UNCHANGED83983900%$310.5K$314.0K+$3.5K2026-11-05
Monarch Capital Management Inc
INCREASED838758+80+11%$280.5K$313.6K+$33.1K2026-10-19
Taylor Securities Services, Inc.
UNCHANGED83683600%$309.4K$312.9K+$3.5K2026-10-20
Grant Private Wealth Management Inc
INCREASED835752+83+11%$278.3K$312.6K+$34.4K2026-10-19
Spectrum Wealth Advisory Group, LLC
INCREASED835804+31+4%$297.4K$312.5K+$15.1K2026-10-29
Columbia Bank
NEW833—+833——$311.7K—2026-10-29
Sterling Investment Counsel, LLC
UNCHANGED83383300%$308.2K$311.7K+$3.5K2026-10-19
UMB Private Wealth Management, LLC
NEW832—+832——$311.4K—2026-10-19
FSA Investment Group, LLC
INCREASED831829+2+0%$306.6K$310.9K+$4.3K2026-10-07
Alterna Wealth Management, Inc
UNCHANGED83083000%$307.1K$310.6K+$3.5K2026-10-27
Fortune Financial Group, Inc.
DECREASED828927-99-11%$343.1K$309.9K-$33.2K2026-10-22
Roxbury Financial LLC
UNCHANGED82682600%$305.6K$309.2K+$3.6K2026-10-01
Kingdom Financial Group Llc.
INCREASED825574+251+44%$212.4K$308.8K+$96.4K2026-11-04
Meridian Management Co
UNCHANGED82382300%$304.5K$308.0K+$3.5K2026-11-06
Lauer Wealth, LLC
DECREASED8212,417-1,596-66%$897.1K$311.6K-$585.5K2026-10-13
Hibernia Wealth Partners, LLC
UNCHANGED82182100%$303.5K$307.2K+$3.7K2026-10-29
Persium Advisors, LLC
DECREASED818848-30-4%$313.8K$306.1K-$7.7K2026-10-07
Bryant Woods Investment Advisors, LLC
INCREASED817815+2+0%$301.7K$305.7K+$4.0K2026-10-26
Cottage Street Advisors LLC
INCREASED815787+28+4%$291.2K$305.1K+$14.0K2026-10-19
Howard Bailey Securities, LLC
INCREASED811809+2+0%$299.4K$303.4K+$3.9K2026-10-27
Montgomery Financial Services LLC
UNCHANGED80280200%$296.8K$300.1K+$3.4K2026-11-03
Laurel Wealth Planning LLC
UNCHANGED80080000%$296.0K$299.4K+$3.4K2026-11-02
Orrstown Financial Services Inc
UNCHANGED80080000%$296.0K$299.4K+$3.4K2026-10-14
Welch Financial Planning, LLC
UNCHANGED79979900%$295.8K$299.2K+$3.4K2026-11-06
Schmidt P J Investment Management Inc
INCREASED792610+182+30%$225.7K$296.4K+$70.7K2026-11-02
Wealth Quarterback LLC
NEW791—+791——$295.9K—2026-10-20
Correct Capital Wealth Management
DECREASED790791-10%$292.6K$295.9K+$3.3K2026-11-02
Fidato Wealth LLC
NEW787—+787——$294.5K—2026-10-13
Mcrae Capital Management Inc
UNCHANGED78678600%$290.9K$294.2K+$3.3K2026-10-15
Babb Wealth Advisors LLC
INCREASED785654+131+20%$242.0K$293.8K+$51.8K2026-10-30
Peak Wealth Management LLC
UNCHANGED78578500%$290.5K$296.0K+$5.5K2026-10-26
Mindset Wealth Management, LLC
UNCHANGED78378300%$289.6K$292.9K+$3.3K2026-10-19
Mendel Money Management
DECREASED782791-9-1%$292.7K$292.7K-$462026-11-02
Core Wealth Partners LLC
DECREASED778832-54-6%$307.9K$291.2K-$16.8K2026-11-02
Stonebridge Financial Planning Group, LLC
INCREASED777737+40+5%$272.6K$290.7K+$18.1K2026-11-06
Sentinel Pension Advisors, LLC
INCREASED776696+80+11%$255.4K$290.4K+$35.0K2026-11-02
Mustard Seed Financial, LLC
INCREASED775719+56+8%$266.1K$290.0K+$24.0K2026-10-30
Community Trust & Investment Co
DECREASED774886-112-13%$327.9K$289.7K-$38.2K2026-10-15
Brucke Financial, Inc.
DECREASED774778-4-1%$287.7K$289.5K+$1.8K2026-10-23
Maltin Wealth Management, Inc.
INCREASED774772+2+0%$285.6K$289.5K+$3.9K2026-10-13
ShoreHaven Wealth Partners, LLC
UNCHANGED77477400%$286.3K$289.6K+$3.3K2026-10-16
Woodstock Corp
DECREASED772882-110-12%$326.5K$289.1K-$37.4K2026-10-13
Arch Global Advisors, LLC
UNCHANGED77177100%$285.3K$288.5K+$3.2K2026-10-23
Vermillion Wealth Management, Inc.
DECREASED7702,515-1,745-69%$930.8K$288.1K-$642.7K2026-10-26
Matisse Capital
UNCHANGED77077000%$284.9K$288.2K+$3.2K2026-10-29
ADE, LLC
NEW765—+765——$286.3K—2026-10-29
Riggs Asset Managment Co. Inc.
DECREASED763765-20%$283.1K$285.5K+$2.5K2026-11-05
Valued Wealth Advisors LLC
UNCHANGED76076000%$281.3K$284.5K+$3.2K2026-11-05
Broussard Financial Group LLC
UNCHANGED76076000%$281.2K$284.4K+$3.2K2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED75875800%$280.5K$283.7K+$3.2K2026-10-16
Ironwood Wealth Management, Llc.
INCREASED756358+398+111%$132.5K$282.9K+$150.5K2026-10-28
Tradewinds Capital Management, LLC
INCREASED756701+55+8%$259.5K$283.0K+$23.5K2026-10-23
Portland Financial Advisors Inc
INCREASED751571+180+32%$211.3K$281.2K+$69.9K2026-10-26
Polaris Financial Partners
NEW750—+750——$283—2026-10-02
SWP Financial LLC
DECREASED750777-27-3%$287.5K$280.7K-$6.8K2026-10-23
Two West Capital Advisors LLC
DECREASED749773-24-3%$283.1K$281.0K-$2.1K2026-10-15
Torray Investment Partners LLC
INCREASED747745+2+0%$275.7K$279.4K+$3.7K2026-10-30
Rubicon Advisors, GP
UNCHANGED74674600%$276.0K$279.2K+$3.1K2026-10-23
Prosperitas Financial LLC
UNCHANGED74574500%$275.7K$278.8K+$3.1K2026-10-28
Cyr Financial Inc.
UNCHANGED74474400%$275.3K$278.4K+$3.1K2026-10-16
Verity Asset Management, Inc.
DECREASED743750-7-1%$277.8K$278.3K+$5822026-10-30
Aljian Capital Management, LLC
INCREASED742606+136+22%$224.1K$277.7K+$53.6K2026-10-28
Haven Private, LLC
UNCHANGED74074000%$273.8K$276.9K+$3.1K2026-10-27
Mlp3, LLC
NEW737—+737——$275.8K—2026-10-22
Somnio Financial Group, LLC
INCREASED737679+58+9%$251.3K$275.8K+$24.6K2026-10-26
Hoge Financial Services, LLC
INCREASED737735+2+0%$271.9K$275.7K+$3.8K2026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED73273200%$270.9K$273.9K+$3.1K2026-10-23
Guidance Point Advisors, LLC
INCREASED731700+31+4%$259.9K$274.7K+$14.8K2026-10-15
Home Federal Bank of Tennessee
DECREASED728729-10%$269.8K$272.4K+$2.7K2026-10-15
Financial Life Advisors
UNCHANGED72872800%$269.4K$272.4K+$3.1K2026-10-14
Rakuten Securities, Inc.
INCREASED727613+114+19%$226.8K$272.1K+$45.2K2026-11-02
Spectrum Financial Alliance Ltd LLC
DECREASED726729-30%$269.8K$271.7K+$1.9K2026-10-29
Garrett Wealth Advisory Group, LLC
UNCHANGED72672600%$268.6K$271.6K+$3.1K2026-10-22
Clean Yield Group
DECREASED725735-10-1%$271.9K$271.3K-$5502026-10-28
Golden Bell Financial Planning LLC
UNCHANGED72572500%$268.3K$271.3K+$3.0K2026-11-02
LaFleur & Godfrey LLC
DECREASED721926-205-22%$342.5K$269.7K-$72.8K2026-10-27
Baring Financial LLC
INCREASED720631+89+14%$233.5K$269.4K+$35.9K2026-10-07
Buckhead Capital Management LLC
INCREASED719713+6+1%$263.9K$269.1K+$5.2K2026-11-03
StrongBox Wealth, LLC
INCREASED718627+91+15%$232.0K$268.7K+$36.7K2026-11-02
RMG Wealth Management LLC
UNCHANGED71671600%$273.4K$267.9K-$5.4K2026-10-26
Keenan, LLC
UNCHANGED71471400%$264.0K$267.0K+$3.0K2026-10-23
WealthPoint Financial, LLC
INCREASED707694+13+2%$256.8K$264.6K+$7.8K2026-11-03
Braun Stacey Associates Inc
UNCHANGED70770700%$261.6K$264.6K+$3.0K2026-10-19
Compass Financial Services Inc
INCREASED706703+3+0%$260.1K$264.5K+$4.4K2026-11-06
Well Done, LLC
UNCHANGED70670600%$261.2K$264.2K+$3.0K2026-10-20
Aspen Private Advisors, LLC
UNCHANGED70670600%$261.2K$264.2K+$3.0K2026-10-27
Stewardship Advisors, LLC
UNCHANGED70570500%$261.0K$263.9K+$3.0K2026-10-20
Dorato Capital Management
DECREASED703718-15-2%$267.6K$267.9K+$2732026-10-08
Warburton Capital Management, LLC
UNCHANGED70270200%$259.0K$260.6K+$1.6K2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED701700+1+0%$258.9K$262.3K+$3.4K2026-10-19
Congress Park Capital LLC
DECREASED700883-183-21%$326.6K$261.8K-$64.8K2026-10-13
TradeWell Securities, Llc.
NEW693—+693——$259.4K—2026-10-21
True Blue Financial, LLC
INCREASED691648+43+7%$239.8K$258.6K+$18.8K2026-10-15
BG Investment Services, LLC
UNCHANGED68968900%$254.8K$257.8K+$3.0K2026-10-23
Hippocratic Financial Advisors, LLC
INCREASED688687+1+0%$254.2K$257.5K+$3.3K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED687685+2+0%$253.6K$257.0K+$3.4K2026-11-02
Randolph Co Inc
NEW686—+686——$256.7K—2026-10-23
MPS Loria Financial Planners, LLC
INCREASED686684+2+0%$253.2K$256.6K+$3.3K2026-10-14
Missouri Trust & Investment Co
UNCHANGED68568500%$252.2K$256.4K+$4.1K2026-11-04
PFC Capital Group, Inc.
DECREASED6841,177-493-42%$435.0K$256.0K-$179.0K2026-11-06
Financial Guidance Group, Inc.
DECREASED683686-30%$253.9K$255.6K+$1.7K2026-10-21
Decker Wealth Management LLC
UNCHANGED68168100%$252.0K$254.9K+$2.9K2026-10-09
Valley Forge Investment Consultants Inc ADV
INCREASED678594+84+14%$219.9K$253.9K+$34.0K2026-11-03
Gimbal Financial
INCREASED678676+2+0%$250.1K$253.6K+$3.5K2026-10-19
LVM Capital Management LTD
UNCHANGED67867800%$251$253.6K+$253.4K2026-10-20
Liberty Atlantic Advisors LLC
DECREASED673704-31-4%$260.8K$251.9K-$8.9K2026-10-14
CFM Wealth Partners LLC
DECREASED670693-23-3%$256.4K$250.7K-$5.7K2026-11-05
Veracity Capital LLC
NEW668—+668——$249.9K—2026-10-08
Frederick Financial Consultants, LLC
INCREASED668548+120+22%$202.7K$249.9K+$47.1K2026-10-29
Retiremitten Financial LLC
UNCHANGED66766700%$246.8K$252.9K+$6.1K2026-11-05
SRH Advisors, LLC
UNCHANGED66666600%$246.4K$249.2K+$2.8K2026-10-22
Rydar Equities, Inc.
DECREASED662849-187-22%$313.4K$252.3K-$61.1K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED662622+40+6%$230.2K$247.7K+$17.6K2026-10-26
Midway Capital Research & Management
INCREASED661469+192+41%$173.5K$247.4K+$73.8K2026-10-20
waypoint wealth counsel
NEW660—+660——$246.9K—2026-10-22
Lockerman Financial Group, Inc.
DECREASED656706-50-7%$261.2K$245.5K-$15.7K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED65465400%$242.2K$244.9K+$2.7K2026-10-15
Mcdonald Partners LLC
DECREASED653835-182-22%$309.0K$244.4K-$64.6K2026-11-03
ROI Financial Advisors, LLC
DECREASED653789-136-17%$291.9K$244.4K-$47.5K2026-10-19
Genesis Private Wealth, LLC
DECREASED653655-20%$242.4K$244.4K+$2.0K2026-11-02
Directional Asset Management
INCREASED652650+2+0%$240.6K$243.8K+$3.2K2026-10-22
ProVise Management Group, LLC
DECREASED651962-311-32%$356.0K$243.6K-$112.3K2026-11-06
Cogent Private Wealth, Inc.
DECREASED650976-326-33%$361.1K$243.3K-$117.9K2026-11-06
SageOak Financial, LLC
DECREASED649655-6-1%$242.4K$242.9K+$5062026-10-19
Retirement Planning Co of New England, Inc.
DECREASED648737-89-12%$272.7K$242.4K-$30.3K2026-10-15
Middleton & Co Inc
UNCHANGED64764700%$239.4K$242.1K+$2.7K2026-10-23
Steinberganna Wealth Management
INCREASED646579+67+12%$214.2K$241.7K+$27.5K2026-10-23
Strategic Wealth Advisors LLC
DECREASED645677-32-5%$226$241.4K+$241.2K2026-11-06
MBE Wealth Management, LLC
DECREASED643728-85-12%$269.4K$240.6K-$28.8K2026-10-26
Stephenson & Company, Inc.
NEW642—+642——$240.3K—2026-10-30
Baker Boyer National Bank
UNCHANGED64064000%$236.8K$239.5K+$2.7K2026-11-05
Steel Grove Capital Advisors, LLC
UNCHANGED64064000%$236.9K$239.6K+$2.7K2026-10-13
BNB Wealth Management, LLC
INCREASED639590+49+8%$218.1K$239.1K+$21.0K2026-10-28
4Thought Financial Group Inc.
INCREASED638628+10+2%$232.4K$238.9K+$6.4K2026-11-02
Mann Financial Group, Inc.
DECREASED635665-30-5%$246.1K$237.6K-$8.4K2026-10-15
Central Bank & Trust Co
INCREASED635625+10+2%$231.3K$237.6K+$6.4K2026-10-09
Jacobs & Co
UNCHANGED63563500%$234$237+$32026-10-09
Meritas Wealth Management, LLC
INCREASED633632+1+0%$233.9K$237.1K+$3.2K2026-10-14
Chapman Investment Management, LLC
NEW632—+632——$236.5K—2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED632788-156-20%$291.6K$236.5K-$55.0K2026-10-26
TCV Trust & Wealth Management, Inc.
UNCHANGED63163100%$233.5K$236.1K+$2.7K2026-10-16
Dedeker Financial LLC
UNCHANGED63063000%$233.1K$235.8K+$2.6K2026-10-23
Rezny Wealth Management, Inc.
UNCHANGED63063000%$233.1K$235.8K+$2.6K2026-10-15
Eagle Bay Advisors LLC
UNCHANGED62962900%$232.8K$235.4K+$2.6K2026-10-16
Mandatum Life Insurance Co Ltd
UNCHANGED62862800%$232.4K$235.0K+$2.6K2026-11-06
Luken Investment Analytics, LLC
UNCHANGED61761700%$228.3K$230.9K+$2.6K2026-11-06
Sidoxia Capital Management, LLC
DECREASED616637-21-3%$235.7K$230.5K-$5.2K2026-10-28
Nautilus Advisors LLC
NEW614—+614——$229.8K—2026-10-07
Inlight Wealth Management, LLC
NEW612—+612——$229.0K—2026-10-21
Activest Wealth Management
UNCHANGED61161100%$226.1K$228.7K+$2.6K2026-10-15
Dynamic Financial Group
UNCHANGED60860800%$225.0K$227.6K+$2.6K2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED60760700%$224.6K$227.2K+$2.5K2026-10-13
John A. Wolfe & Associates, Inc.
INCREASED606534+72+13%$197.6K$226.9K+$29.3K2026-11-06
Fairvoy Private Wealth, LLC
INCREASED606581+25+4%$215.0K$226.8K+$11.8K2026-10-19
Strengthening Families & Communities, LLC
DECREASED606610-4-1%$225.6K$226.8K+$1.2K2026-10-21
Carbahal Olsen Financial Services Group, LLC
UNCHANGED60560500%$223.9K$226.4K+$2.5K2026-11-05
Benchmark Financial, LLC
DECREASED603604-10%$223.5K$225.8K+$2.4K2026-10-16
Vivid Wealth Management, LLC
UNCHANGED60160100%$222.3K$224.9K+$2.5K2026-10-27
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED60060000%$222.0K$224.5K+$2.5K2026-10-22
Legacy Bridge, LLC
UNCHANGED60060000%$222.0K$224.5K+$2.5K2026-10-28
Alternative Investment Advisors, Llc.
DECREASED599717-118-16%$265.6K$224.7K-$40.9K2026-11-03
Sentinel Advisory Group, LLC
DECREASED597611-14-2%$226.1K$223.4K-$2.7K2026-10-20
Helium Advisors LLC
DECREASED597607-10-2%$224.5K$223.3K-$1.2K2026-10-23
Wealth Forward, LLC
DECREASED596976-380-39%$361.2K$223.0K-$138.1K2026-10-14
Ballew Advisors, Inc
UNCHANGED59659600%$219.8K$225.5K+$5.6K2026-10-05
Consolidated Capital Management, LLC
INCREASED594592+2+0%$219.1K$222.1K+$3.0K2026-10-13
Shoker Investment Counsel, Inc.
INCREASED593591+2+0%$219.1K$222.1K+$3.0K2026-11-04
Brian LOW Financial Group, LLC
NEW592—+592——$221.8K—2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED59158,925-58,334-99%$21.8M$224.5K-$21.6M2026-11-05
First City Capital Management, Inc.
UNCHANGED58858800%$217.6K$220.1K+$2.5K2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED587586+1+0%$216.7K$219.6K+$2.9K2026-10-08
Fiscal Wisdom Wealth Management, LLC
NEW581—+581——$217.5K—2026-10-16
FAI Advisors, Inc.
DECREASED581845-264-31%$312.7K$217.4K-$95.3K2026-10-27
Plus Group Wealth Advisors LLC
NEW579—+579——$216.6K—2026-10-19
Clear Wave Wealth Management LLC
NEW579—+579——$216.7K—2026-11-04
Madison Park Capital Advisors, LLC
DECREASED5783,276-2,698-82%$211.9K$216.4K+$4.5K2026-10-28
Burford Brothers, Inc.
UNCHANGED57757700%$213.5K$215.9K+$2.4K2026-10-21
Xcel Wealth Management, LLC
UNCHANGED57657600%$213.1K$215.6K+$2.4K2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW574—+574——$214.8K—2026-10-13
Fjell Capital, LLC
NEW574—+574——$214.9K—2026-10-13
True Private Wealth Advisors
DECREASED573581-8-1%$215.1K$214.5K-$5492026-10-19
Taylor Financial Group, Inc.
UNCHANGED57057000%$210.9K$213.3K+$2.4K2026-11-02
Puff Wealth Management, LLC
UNCHANGED56856800%$210.2K$212.6K+$2.4K2026-10-07
Community Financial Services Group, LLC
UNCHANGED56856800%$209.7K$213.1K+$3.4K2026-10-15
Tower View Wealth Management LLC
INCREASED567566+1+0%$209.4K$212.3K+$2.9K2026-10-23
Vima LLC
INCREASED566565+1+0%$209.3K$211.7K+$2.5K2026-10-23
Dupree Financial Group, LLC
DECREASED565659-94-14%$243.9K$211.3K-$32.5K2026-10-09
Nfsg Corp
INCREASED565523+42+8%$193.6K$211.4K+$17.8K2026-10-15
CJM Wealth Advisers, Ltd.
DECREASED562582-20-3%$215.4K$210.4K-$5.0K2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED56256200%$208.0K$210.3K+$2.4K2026-10-28
Auctus Advisors LLC
DECREASED561583-22-4%$215.7K$209.9K-$5.8K2026-10-23
Connecticut Capital Management Group, LLC
NEW559—+559——$209.0K—2026-10-29
Obsidian CIO, LLC
INCREASED557360+197+55%$133.3K$208.5K+$75.2K2026-11-05
E6 Portfolios, LLC
NEW554—+554——$207.4K—2026-10-26
N10 Wealth, LLC
NEW553—+553——$207.0K—2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED552793-241-30%$293.4K$206.6K-$86.9K2026-10-14
Financial Enhancement Group LLC
INCREASED552551+1+0%$204.0K$210.5K+$6.5K2026-10-08
Tower Trust & Investment Co
UNCHANGED55255200%$204.3K$206.6K+$2.3K2026-10-28
Hapanowicz & Associates Financial Services, Inc
DECREASED551608-57-9%$224.9K$206.2K-$18.8K2026-10-29
Investment House LLC
DECREASED5502,642-2,092-79%$977.6K$205.8K-$771.8K2026-10-21
TME Financial, Inc.
UNCHANGED55055000%$203.7K$206.0K+$2.3K2026-10-14
Chartist Inc
UNCHANGED54854800%$202.8K$205.2K+$2.3K2026-11-04
Lotus Asset Management LLC
NEW546—+546——$204.3K—2026-10-14
Beacon Financial Planning, Inc
DECREASED546553-7-1%$204.6K$204.3K-$2972026-11-04
Schorn Wealth LLC
INCREASED545543+2+0%$201.1K$203.8K+$2.7K2026-10-14
Arjuna Capital
UNCHANGED54454400%$201.3K$203.6K+$2.3K2026-11-03
Barr E S & Co
NEW539—+539——$201.7K—2026-11-06
Continuum Wealth Advisors, LLC
DECREASED537949-412-43%$351.1K$201.0K-$150.1K2026-10-20
O'Keefe Stevens Advisory, Inc.
NEW536—+536——$200.7K—2026-10-09
GreatBanc Trust Co
DECREASED535631-96-15%$233.5K$200.2K-$33.3K2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED53353300%$197.2K$199.5K+$2.2K2026-10-06
First Financial Corp
UNCHANGED53153100%$196.5K$198.7K+$2.2K2026-10-13
Blueline Advisors LLC
INCREASED527506+21+4%$187.1K$197.0K+$10.0K2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED52689+437+491%$32.9K$196.9K+$163.9K2026-11-03
Wolff Wiese Magana LLC
DECREASED525538-13-2%$199.1K$196.5K-$2.6K2026-10-15
Hughes Financial Services, LLC
UNCHANGED50950900%$188.4K$192.5K+$4.2K2026-10-30
DeDora Capital, Inc.
NEW489—+489——$183.0K—2026-10-26
Monetary Solutions, Ltd
UNCHANGED48348300%$178.7K$180.8K+$2.0K2026-10-22
West Branch Capital LLC
INCREASED477449+28+6%$166.1K$178.5K+$12.4K2026-10-20
GK Wealth Management LLC
DECREASED4652,766-2,301-83%$1.0M$173.9K-$849.5K2026-10-09
MV Capital Management, Inc.
INCREASED450237+213+90%$87.7K$168.4K+$80.7K2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED441436+5+1%$161.5K$165.2K+$3.7K2026-11-03
Balance Wealth Partners LLC
NEW435—+435——$162.8K—2026-10-27
Toth Financial Advisory Corp
INCREASED413323+90+28%$119.5K$154.6K+$35.1K2026-10-08
3Chopt Investment Partners, LLC
INCREASED400182+218+120%$67.2K$149.5K+$82.3K2026-10-30
Nkcfo LLC
UNCHANGED40040000%$148.0K$150-$147.9K2026-11-04
Provident Wealth Management, LLC
UNCHANGED40040000%$148.0K$149.7K+$1.7K2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED39939900%$147.6K$149.3K+$1.7K2026-11-04
Edgemoor Investment Advisors, Inc.
NEW392—+392——$146.8K—2026-11-03
Country Trust Bank
DECREASED379539-160-30%$199.5K$141.8K-$57.6K2026-10-30
Marquette Asset Management, LLC
UNCHANGED37137100%$137.3K$138.8K+$1.6K2026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED37037000%$137.0K$138.5K+$1.6K2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED36336300%$134.2K$136.0K+$1.8K2026-10-28
Compass Wealth Management LLC
NEW350—+350——$131.0K—2026-10-22
Finley Financial, LLC
DECREASED340405-65-16%$149.9K$127.6K-$22.3K2026-10-28
Canton Hathaway, LLC
UNCHANGED34034000%$125.8K$127.2K+$1.4K2026-10-23
James T. Borello RIA
UNCHANGED31831800%$117.7K$119.0K+$1.3K2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED30130100%$111$113+$22026-10-13
NBH Bank
UNCHANGED29229200%$108.1K$109.3K+$1.2K2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED28728700%$106.2K$107.4K+$1.2K2026-10-20
Horizon Financial Services, LLC
INCREASED2787+271+3871%$2.6K$104.0K+$101.3K2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED274273+1+0%$101.2K$102.6K+$1.4K2026-10-05
Gen-Wealth Partners Inc
INCREASED270269+1+0%$99.7K$100.9K+$1.2K2026-11-04
Whipplewood Advisors, LLC
UNCHANGED26226200%$97.0K$98.1K+$1.1K2026-10-20
First Bancorp, Inc
UNCHANGED25525500%$94.4K$95.4K+$1.1K2026-10-26
MB, Levis & Associates, LLC
INCREASED252251+1+0%$92.9K$94.4K+$1.5K2026-10-16
Knuff & Co LLC
NEW236—+236——$88.4K—2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED23223200%$85.8K$86.8K+$9752026-11-03
Godsey & Gibb, Inc
UNCHANGED22622600%$83.6K$84.6K+$9492026-10-14
Acumen Wealth Advisors, LLC
INCREASED222186+36+19%$68.8K$83.1K+$14.3K2026-11-05
Advocate Investing Services LLC
UNCHANGED21721700%$80.3K$81.2K+$9112026-10-26
Viewpoint Capital Management LLC
UNCHANGED21421400%$79.2K$80.1K+$8982026-10-27
Pathway Financial Advisers, LLC
NEW213—+213——$79.6K—2026-10-27
Financial Management Professionals, Inc.
DECREASED2133,266-3,053-93%$1.2M$79.7K-$1.1M2026-10-23
J.Safra Asset Management Corp
UNCHANGED19819800%$73.3K$74.1K+$8322026-11-03
Mascoma Wealth Management LLC
UNCHANGED19519500%$72.2K$73.0K+$8192026-10-23
New England Capital Financial Advisors LLC
INCREASED17993+86+92%$34.5K$67.1K+$32.6K2026-11-03
Hilton Head Capital Partners, LLC
INCREASED167154+13+8%$57.0K$62.6K+$5.5K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED16716700%$61.8K$62.5K+$7012026-11-03
Duncker Streett & Co Inc
UNCHANGED16416400%$60.6K$61.3K+$6882026-10-27
Essential Investment Partners LLC
INCREASED1604+156+3900%$1.5K$59.9K+$58.4K2026-10-27
Wagner Wealth Management, LLC
UNCHANGED15615600%$57.7K$58.5K+$8022026-10-21
Raleigh Capital Management Inc.
INCREASED152100+52+52%$37.1K$57.1K+$19.9K2026-10-28
Noble Wealth Management PBC
DECREASED150170-20-12%$62.9K$56.1K-$6.8K2026-10-01
Hartford Financial Management Inc.
UNCHANGED13413400%$49.6K$50.1K+$5632026-10-21
Wilkerson Advisory Group LLC
INCREASED131130+1+1%$48.4K$49.0K+$6062026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED13113100%$48.5K$49.0K+$5502026-10-30
Kroeger Financial Partners
UNCHANGED11811800%$43.7K$44.2K+$4952026-10-19
Citizens National Bank Trust Department
NEW113—+113——$42.3K—2026-11-04
Friedenthal Financial
DECREASED110192-82-43%$71.2K$41.2K-$30.0K2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED11011000%$40.7K$41.2K+$4622026-10-09
1620 Investment Advisors, Inc.
UNCHANGED10710700%$39.6K$40.0K+$4502026-11-04
Clark Wealth Partners
UNCHANGED10610600%$39.2K$39.7K+$4542026-10-19
Torren Management, LLC
UNCHANGED10610600%$39.4K$39.8K+$4472026-10-29
IMG Wealth Management, Inc.
INCREASED1031+102+10200%$370$38.5K+$38.2K2026-10-27
Mechanics Financial Corp
UNCHANGED10010000%$37.0K$37.4K+$4202026-11-05
Kozak & Associates, Inc.
DECREASED98152-54-36%$56.1K$37.2K-$18.9K2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED95333-238-71%$84.0K$35-$84.0K2026-11-04
WPG Advisers, LLC
UNCHANGED868600%$31.8K$32.2K+$3622026-10-27
Birch Financial Group, LLC
NEW76—+76——$28.6K—2026-10-27
Team Financial Group, LLC
NEW68—+68——$25.4K—2026-10-30
City State Bank
INCREASED6823+45+196%$8.5K$25.4K+$16.9K2026-10-20
PFS Partners, LLC
UNCHANGED646400%$23.7K$24.1K+$3312026-10-21
Mainstream Capital Management LLC
NEW57—+57——$21.3K—2026-10-23
Advanced Asset Management Advisors Inc
INCREASED5444+10+23%$16.4K$20.1K+$3.7K2026-10-20
Investors Research Corp
DECREASED5390-37-41%$33.3K$19.8K-$13.5K2026-10-07
Sfam, LLC
UNCHANGED525200%$19.2K$19.5K+$2182026-11-03
Networth Advisors, LLC
UNCHANGED474700%$17.4K$17.7K+$2432026-11-03
Y.D. More Investments Ltd
UNCHANGED464600%$17.0K$17.2K+$1932026-11-02
Baer Investment Advisory LLC
NEW42—+42——$15.7K—2026-10-13
RHL Group, LLC
UNCHANGED424200%$15.5K$15.9K+$3122026-11-04
WestEnd Advisors, LLC
DECREASED4041-1-2%$15.2K$15.0K-$2022026-10-27
Bullock Wealth Management Group
UNCHANGED404000%$14.8K$15.1K+$2412026-10-09
Affinity Wealth LLC
NEW38—+38——$14.2K—2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED353500%$13.0K$13.1K+$1472026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED353500%$12.7K$12.8K+$1442026-10-07
McCarley & Cook Financial Planners
UNCHANGED353500%$13.0K$13.1K+$1472026-10-21
Bangor Savings Bank
DECREASED3499-65-66%$36.6K$12.7K-$23.9K2026-10-06
PayPay Securities Corp
INCREASED3433+1+3%$12.2K$12.7K+$5132026-10-27
Essential Partners LLC
UNCHANGED252500%$9.4K$9.5K+$1302026-10-14
Bank & Trust Co
UNCHANGED212100%$7.8K$7.9K+$882026-10-07
Powell Investment Advisors, LLC
UNCHANGED161600%$5.9K$6.0K+$672026-10-22
Hickory Point Bank & Trust
UNCHANGED151500%$5.6K$5.6K+$632026-10-01
Western Pacific Wealth Management, LP
UNCHANGED111100%$4.2K$4.3K+$592026-10-16
Proathlete Wealth Management LLC
UNCHANGED9900%$3.4K$3.4K+$472026-10-15
Pflug Koory, LLC
UNCHANGED5500%$1.9K$1.9K+$262026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED1100%$199$202+$32026-11-02
Scarborough Advisors, LLC
CLOSED046,776-46,776-100%$17.1M$0-$17.1M2026-10-16
Evolution Advisers, Inc.
CLOSED040,329-40,329-100%$218$0-$2182026-11-06
Deroy & Devereaux Private Investment Counsel Inc
CLOSED014,054-14,054-100%$5.2M$0-$5.2M2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED010,603-10,603-100%$3.9M$0-$3.9M2026-10-27
Performa Ltd (US), LLC
CLOSED08,000-8,000-100%$3.0M$0-$3.0M2026-11-05
TBH Global Asset Management, LLC
CLOSED06,154-6,154-100%$2.3M$0-$2.3M2026-11-03
Strategic Equity Management
CLOSED03,414-3,414-100%$1.3M$0-$1.3M2026-11-04
Dana Investment Advisors, Inc.
CLOSED03,358-3,358-100%$1.2M$0-$1.2M2026-11-06
Moneywise, Inc.
CLOSED03,310-3,310-100%$1.2M$0-$1.2M2026-10-30
Texas Bank & Trust Co
CLOSED02,914-2,914-100%$1.1M$0-$1.1M2026-11-04
Northcape Wealth Management, LLC
CLOSED02,170-2,170-100%$803.0K$0-$803.0K2026-11-04
DMC Group, LLC
CLOSED02,147-2,147-100%$794.5K$0-$794.5K2026-10-26
Jefferies Financial Group Inc.
CLOSED01,945-1,945-100%$719.8K$0-$719.8K2026-11-05
Cravens & Co Advisors, LLC
CLOSED01,601-1,601-100%$592.4K$0-$592.4K2026-10-16
Advisor Resource Council
CLOSED01,559-1,559-100%$576.9K$0-$576.9K2026-11-05
Delta Capital Management LLC
CLOSED01,500-1,500-100%$555$0-$5552026-10-16
Tamar Securities, LLC
CLOSED01,495-1,495-100%$553.1K$0-$553.1K2026-11-03
Stokes Capital Advisors, LLC
CLOSED01,372-1,372-100%$507.7K$0-$507.7K2026-10-09
Womack Financial LLC
CLOSED01,346-1,346-100%$498.1K$0-$498.1K2026-10-14
Kellett Wealth Advisors, LLC
CLOSED01,339-1,339-100%$495.5K$0-$495.5K2026-10-15
Three Arch Wealth Management LLC
CLOSED01,035-1,035-100%$383.0K$0-$383.0K2026-10-20
Tull Financial Group, Inc.
CLOSED0980-980-100%$362.8K$0-$362.8K2026-11-05
DLK Investment Management, LLC
CLOSED0880-880-100%$235.4K$0-$235.4K2026-10-09
Arbor Capital Management Inc
CLOSED0757-757-100%$273.1K$0-$273.1K2026-10-21
Sanchez Wealth Management Group
CLOSED0743-743-100%$275.0K$0-$275.0K2026-11-02
Glaxis Capital Management, LLC
CLOSED0735-735-100%$272.0K$0-$272.0K2026-11-02
Ardent Capital Management, Inc.
CLOSED0721-721-100%$266.8K$0-$266.8K2026-10-16
Core Wealth Management, Inc.
CLOSED0683-683-100%$252.7K$0-$252.7K2026-10-22
Gunderson Capital Management LLC
CLOSED0680-680-100%$251.6K$0-$251.6K2026-10-15
Sightline Wealth Advisors, LLC
CLOSED0680-680-100%$251.6K$0-$251.6K2026-10-21
Redmond Asset Management, LLC
CLOSED0674-674-100%$249.4K$0-$249.4K2026-10-27
Alhambra Investment Management LLC
CLOSED0642-642-100%$237.6K$0-$237.6K2026-10-15
GenWealth Group, Inc.
CLOSED0630-630-100%$233.1K$0-$233.1K2026-10-16
Klein Pavlis & Peasley Financial, Inc.
CLOSED0592-592-100%$219.2K$0-$219.2K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED0500-500-100%$185.0K$0-$185.0K2026-11-03
Evergreen Private Wealth LLC
CLOSED0445-445-100%$164.7K$0-$164.7K2026-10-30
LifeSteps Financial, Inc.
CLOSED0371-371-100%$137.3K$0-$137.3K2026-10-15
Wellington Shields & Co., LLC
CLOSED0360-360-100%$133.2K$0-$133.2K2026-11-03
Vision Financial Markets LLC
CLOSED0313-313-100%$115.3K$0-$115.3K2026-10-22
Merrithew & Thorsten Inc
CLOSED0171-171-100%$63.0K$0-$63.0K2026-11-06
Stone House Investment Management, LLC
CLOSED0116-116-100%$42.9K$0-$42.9K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED039-39-100%$14.3K$0-$14.3K2026-10-26
Hara Capital LLC
CLOSED015-15-100%$5.6K$0-$5.6K2026-10-30
Marshall & Sterling Wealth Advisors Inc.
CLOSED011-11-100%$3.9K$0-$3.9K2026-10-28
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.6M$5.2M+$540.1K2026-10-29
Vanguard Global Advisers, LLC
N/A—38,839,412-38,839,412-100%$14.4B———
Vanguard Advisers Inc
N/A—29,389,176-29,389,176-100%$10.9B———
Betterment LLC
N/A—23,945,511-23,945,511-100%$8.9B———
Wealthfront Advisers LLC
N/A—18,297,773-18,297,773-100%$6.8B———
Morgan Stanley
N/A—14,876,622-14,876,622-100%$5.5B———
Bank of America Corp
N/A—14,540,049-14,540,049-100%$5.4B———
Northern Trust Corp
N/A—9,674,144-9,674,144-100%$3.6B———
Wellspring Financial Advisors, LLC
N/A—6,157,836-6,157,836-100%$62.2M———
Envestnet Asset Management Inc
N/A—6,136,001-6,136,001-100%$2.3B———
Wells Fargo & Company
N/A—5,635,464-5,635,464-100%$2.1B———
Ballentine Partners, LLC
N/A—5,455,709-5,455,709-100%$2.0B———
JPMorgan Chase & Co
N/A—4,496,972-4,496,972-100%$1.7B———
UBS Group AG
N/A—4,455,900-4,455,900-100%$1.6B———
Sequoia Financial Advisors, LLC
N/A—3,831,169-3,831,169-100%$1.4B———
Nissay Asset Management Corp N
N/A—3,663,005-3,663,005-100%$1.4B———
Cetera Investment Advisers
N/A—3,511,558-3,511,558-100%$1.3B———
Raymond James Financial Inc
N/A—3,108,544-3,108,544-100%$1.2B———
Goldman Sachs Group Inc
N/A—2,959,929-2,959,929-100%$1.1B———
Royal Bank of Canada
N/A—2,954,760-2,954,760-100%$1.1B———
Osaic Holdings, Inc.
N/A—2,839,392-2,839,392-100%$1.1B———
Focus Partners Wealth
N/A—2,708,987-2,708,987-100%$1.0B———
SCS Capital Management LLC
N/A—2,568,469-2,568,469-100%$950.4M———
Cerity Partners LLC
N/A—2,416,651-2,416,651-100%$828.0M———
HighTower Advisors, LLC
N/A—2,250,580-2,250,580-100%$832.8M———
Brown Advisory Inc
N/A—2,157,852-2,157,852-100%$798.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—2,123,450-2,123,450-100%$779.6M———
Ameriprise Financial Inc
N/A—1,988,356-1,988,356-100%$735.4M———
Mariner, LLC
N/A—1,822,272-1,822,272-100%$674.3M———
Summit Financial, LLC
N/A—1,752,517-1,752,517-100%$648.5M———
Cambridge Associates LLC
N/A—1,678,930-1,678,930-100%$621.3M———
FMR LLC
N/A—1,601,947-1,601,947-100%$592.8M———
Mercer Global Advisors Inc
N/A—1,539,100-1,539,100-100%$569.5M———
AQR Capital Management LLC
N/A—1,527,733-1,527,733-100%$565.3M———
Elm Partners Management LLC
N/A—1,524,998-1,524,998-100%$564.3M———
State of Tennessee, Department of Treasury
N/A—1,514,680-1,514,680-100%$560.5M———
Empower Advisory Group, LLC
N/A—1,378,311-1,378,311-100%$510.0M———
Vanguard National Trust Co
N/A—1,352,828-1,352,828-100%$500.6M———
Wealthspire Advisors, LLC
N/A—1,299,198-1,299,198-100%$480.8M———
BlackRock, Inc.
N/A—1,190,852-1,190,852-100%$440.7M———
MAI Capital Management
N/A—1,183,594-1,183,594-100%$438.0M———
Private Advisor Group, LLC
N/A—1,155,248-1,155,248-100%$427.5M———
Quantinno Capital Management LP
N/A—1,152,531-1,152,531-100%$426.5M———
Rockefeller Capital Management L.P.
N/A—1,150,345-1,150,345-100%$425.7M———
Truepoint, Inc.
N/A—1,147,607-1,147,607-100%$424.7M———
Jones Financial Companies Lllp
N/A—1,116,824-1,116,824-100%$404.9M———
West Virginia University Foundation, Inc
N/A—1,114,202-1,114,202-100%$412.3M———
Symetra Investment Management Co
N/A—1,056,900-1,056,900-100%$391.1M———
Norinchukin Bank, The
N/A—1,045,000-1,045,000-100%$386.7M———
IEQ Capital, LLC
N/A—1,033,118-1,033,118-100%$382.3M———
Atomic Invest LLC
N/A—1,010,063-1,010,063-100%$370.8M———
Beacon Pointe Advisors, LLC
N/A—989,592-989,592-100%$366.2M———
Capstone Financial Advisors, Inc.
N/A—988,799-988,799-100%$365.9M———
Bank of Montreal
N/A—980,579-980,579-100%$362.9M———
Baird Financial Group, Inc.
N/A—954,429-954,429-100%$353.2M———
Pathstone Holdings, LLC
N/A—929,387-929,387-100%$343.9M———
Cresset Asset Management, LLC
N/A—907,143-907,143-100%$335.7M———
Caprock Group, LLC
N/A—886,893-886,893-100%$328.1M———
Captrust Financial Advisors
N/A—821,182-821,182-100%$303.9M———
Northwestern Mutual Wealth Management Co
N/A—820,003-820,003-100%$303.4M———
Lincoln National Corp
N/A—817,971-817,971-100%$302.7M———
Vestmark Advisory Solutions, Inc.
N/A—806,052-806,052-100%$298.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—785,489-785,489-100%$290.7M———
Oxford Financial Group, Ltd. LLC
N/A—762,716-762,716-100%$282.2M———
N.E.W. Advisory Services LLC
N/A—758,657-758,657-100%$280.7M———
Stifel Financial Corp
N/A—750,859-750,859-100%$277.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—685,831-685,831-100%$253.8M———
SEI Investments Co
N/A—681,516-681,516-100%$252.2M———
Stephens Inc
N/A—659,346-659,346-100%$244.0M———
Ellevest, Inc.
N/A—643,347-643,347-100%$90.1M———
Orion Porfolio Solutions, LLC
N/A—631,071-631,071-100%$233.5M———
Focus Partners Advisor Solutions, LLC
N/A—616,844-616,844-100%$228.3M———
Investure, LLC
N/A—602,613-602,613-100%$223.0M———
Waverly Advisors, LLC
N/A—599,991-599,991-100%$222.0M———
Zhang Financial LLC
N/A—550,162-550,162-100%$203.6M———
Chai Trust Co LLC
N/A—544,714-544,714-100%$201.6M———
MML Investors Services, LLC
N/A—529,078-529,078-100%$195.8M———
Blair William & Co
N/A—528,525-528,525-100%$195.6M———
Moneta Group Investment Advisors LLC
N/A—528,434-528,434-100%$195.5M———
Glenmede Trust Co NA
N/A—515,480-515,480-100%$190.7M———
Topsail Wealth Management, LLC
N/A—506,930-506,930-100%$187.6M———
Envestnet Portfolio Solutions, Inc.
N/A—504,889-504,889-100%$186.8M———
AlTi Global, Inc.
N/A—494,367-494,367-100%$183.1M———
Gallagher Fiduciary Advisors, LLC
N/A—481,191-481,191-100%$178.1M———
Arax Advisory Partners
N/A—461,612-461,612-100%$170.8M———
Roble, Belko & Company, Inc
N/A—452,490-452,490-100%$167.4M———
Cardiff Park Advisors, LLC
N/A—443,581-443,581-100%$164.1M———
CIBC Bancorp USA Inc.
N/A—430,729-430,729-100%$159.6M———
NewEdge Advisors, LLC
N/A—420,754-420,754-100%$155.7M———
Equitable Holdings, Inc.
N/A—396,816-396,816-100%$146.8M———
Astoria Strategic Wealth, Inc.
N/A—391,737-391,737-100%$145.0M———
Commerce Bank
N/A—370,029-370,029-100%$136.9M———
Alliancebernstein L.P.
N/A—366,069-366,069-100%$117.4M———
Seaside Wealth Management, Inc.
N/A—360,681-360,681-100%$133.5M———
Financial Engines Advisors L.L.C.
N/A—352,010-352,010-100%$130.3M———
Modern Wealth Management, LLC
N/A—349,601-349,601-100%$129.4M———
Stuart Investment Advisors, Inc.
N/A—345,764-345,764-100%$127.9M———
LHM, Inc.
N/A—339,336-339,336-100%$125.6M———
GeoWealth Management, LLC
N/A—338,170-338,170-100%$125.1M———
Neuberger Berman Group LLC
N/A—326,788-326,788-100%$120.9M———
First National Bank & Trust Co of Newtown
N/A—325,363-325,363-100%$119.8M———
UBS Asset Management Americas LLC
N/A—324,521-324,521-100%$120.1M———
HRT Financial LP
N/A—323,560-323,560-100%$119.7M———
Global Endowment Management, LP
N/A—317,307-317,307-100%$117.4M———
Omnia Family Wealth, LLC
N/A—315,802-315,802-100%$116.9M———
SAM Advisors, LLC
N/A—315,641-315,641-100%$116.8M———
Composition Wealth, LLC
N/A—307,840-307,840-100%$113.9M———
Cliffwater LLC
N/A—307,085-307,085-100%$113.6M———
Bank of Hawaii
N/A—304,458-304,458-100%$112.7M———
&partners
N/A—300,858-300,858-100%$111.3M———
EP Wealth Advisors, LLC
N/A—298,954-298,954-100%$110.6M———
Thoroughbred Financial Services, LLC
N/A—297,349-297,349-100%$24.2K———
Bessemer Group Inc
N/A—291,592-291,592-100%$107.9M———
Victory Capital Management Inc
N/A—287,863-287,863-100%$106.5M———
First National Bank of Omaha
N/A—281,754-281,754-100%$103.5M———
Janney Montgomery Scott LLC
N/A—277,167-277,167-100%$102.6M———
Basecamp Wealth Advisors LLC
N/A—270,908-270,908-100%$100.2M———
Circle Wealth Management, LLC
N/A—260,552-260,552-100%$96.4M———
Becker Capital Management Inc
N/A—260,219-260,219-100%$96.3M———
AllGen Financial Advisors, Inc.
N/A—258,950-258,950-100%$95.8M———
Bridgewater Advisors Inc.
N/A—255,661-255,661-100%$95.6M———
TD Capital Management LLC
N/A—254,520-254,520-100%$94.2M———
LaSalle St. Investment Advisors, LLC
N/A—252,521-252,521-100%$93.4M———
Operose Advisors LLC
N/A—246,202-246,202-100%$91.1M———
Pinnacle Financial Partners, Inc.
N/A—246,024-246,024-100%$91.0M———
Northstar Group, Inc.
N/A—242,961-242,961-100%$89.9M———
Raffa Wealth Management, LLC
N/A—241,262-241,262-100%$89.3M———
Haverford Trust Co
N/A—239,434-239,434-100%$88.6M———
Stratos Wealth Partners, Ltd.
N/A—230,371-230,371-100%$85.2M———
Tidal Investments LLC
N/A—227,412-227,412-100%$84.2M———
OneDigital Investment Advisors LLC
N/A—224,961-224,961-100%$83.2M———
Advisory Services Network, LLC
N/A—221,264-221,264-100%$81.9M———
Twin Focus Capital Partners, LLC
N/A—220,854-220,854-100%$81.7M———
Libra Wealth LLC
N/A—220,794-220,794-100%$81.7M———
Steward Partners Investment Advisory, LLC
N/A—220,768-220,768-100%$81.7M———
Hirtle & Co., LLC
N/A—216,487-216,487-100%$80.1M———
Obsido Oy
N/A—210,709-210,709-100%$78.0M———
Turim 21 Investimentos Ltda.
N/A—209,279-209,279-100%$156.3M———
Howe & Rusling Inc
N/A—208,470-208,470-100%$77.1M———
Sanctuary Advisors, LLC
N/A—201,909-201,909-100%$74.7M———
Nuveen, LLC
N/A—201,578-201,578-100%$74.6M———
Cedar Wealth Management, LLC
N/A—200,645-200,645-100%$74.2M———
Unconventional Investor, LLC
N/A—195,196-195,196-100%$72.2M———
Gotham Asset Management, LLC
N/A—190,878-190,878-100%$70.6M———
Smith, Moore & Co.
N/A—189,875-189,875-100%$70.3M———
Jaffetilchin Investment Partners, LLC
N/A—187,929-187,929-100%$69.5M———
Choate Investment Advisors
N/A—187,376-187,376-100%$69.3M———
North Star Asset Management Inc
N/A—186,279-186,279-100%$68.9M———
Integrated Wealth Concepts LLC
N/A—185,669-185,669-100%$68.7M———
Hanover Advisors Inc
N/A—182,764-182,764-100%$67.6M———
Main Street Financial Solutions, LLC
N/A—175,649-175,649-100%$65.0M———
RWA Wealth Partners, LLC
N/A—174,641-174,641-100%$64.6M———
Greenline Partners, LLC
N/A—173,125-173,125-100%$64.1M———
Battery Global Advisors, LLC
N/A—170,698-170,698-100%$63.2M———
Principal Securities, Inc.
N/A—168,597-168,597-100%$62.4M———
Proffitt & Goodson Inc
N/A—167,205-167,205-100%$61.9M———
Tumwater Wealth Management, LLC
N/A—166,053-166,053-100%$61.4M———
Morningstar Investment Management LLC
N/A—165,190-165,190-100%$53.0M———
Harbour Investments, Inc.
N/A—162,611-162,611-100%$60.2M———
NewEdge Wealth, LLC
N/A—160,346-160,346-100%$59.3M———
Bartlett & Co. Wealth Management LLC
N/A—159,072-159,072-100%$58.9M———
Opus Investment Management Inc
N/A—158,711-158,711-100%$58.7M———
Brookwood Investment Group LLC
N/A—156,904-156,904-100%$58.1M———
Flputnam Investment Management Co
N/A—154,859-154,859-100%$57.3M———
Invst, LLC
N/A—153,853-153,853-100%$56.9M———
Bleakley Financial Group, LLC
N/A—152,931-152,931-100%$56.6M———
MorganRosel Wealth Management, LLC
N/A—151,049-151,049-100%$55.9M———
Wood Tarver Financial Group, LLC
N/A—150,917-150,917-100%$55.8M———
Arkadios Wealth Advisors
N/A—150,267-150,267-100%$55.6M———
Aberdeen Wealth Management LLC
N/A—149,495-149,495-100%$55.3M———
Pennington Partners & Co., LLC
N/A—148,980-148,980-100%$55.1M———
Wick Capital Partners, LLC
N/A—147,295-147,295-100%$52.8M———
Seeds Investor LLC
N/A—147,295-147,295-100%$54.5M———
Pure Financial Advisors, LLC
N/A—146,944-146,944-100%$54.4M———
Baron Silver Stevens Financial Advisors, LLC
N/A—145,696-145,696-100%$53.9M———
Franklin Resources Inc
N/A—145,657-145,657-100%$53.9M———
JMG Financial Group, Ltd.
N/A—145,598-145,598-100%$53.9M———
Optas, LLC
N/A—144,214-144,214-100%$53.4M———
National Philanthropic Trust
N/A—142,520-142,520-100%$52.7M———
Red Wave Investments LLC
N/A—138,620-138,620-100%$51.3M———
Two Sigma Investments, LP
N/A—136,039-136,039-100%$50.3M———
First Western Trust Bank
N/A—135,734-135,734-100%$50.2M———
IFG Advisory, LLC
N/A—135,721-135,721-100%$50.2M———
White Wing Wealth Management
N/A—135,161-135,161-100%$50.0M———
Michael & Susan Dell Foundation
N/A—134,575-134,575-100%$49.8M———
Proficio Capital Partners LLC
N/A—134,037-134,037-100%$49.6M———
Cerity Partners Retirement Plan Advisors LLC
N/A—133,330-133,330-100%$48.9M———
Gross & Hartman Investments LLC
N/A—132,463-132,463-100%$49.0M———
Cary Street Partners Financial LLC
N/A—129,334-129,334-100%$47.9M———
BWM Planning, LLC
N/A—128,127-128,127-100%$47.4M———
United Capital Financial Advisors, LLC
N/A—125,678-125,678-100%$46.5M———
Verity Wealth Advisors
N/A—124,452-124,452-100%$46.1M———
Ameritas Advisory Services, LLC
N/A—123,780-123,780-100%$45.8M———
Coldstream Capital Management Inc
N/A—123,510-123,510-100%$45.7M———
O'shaughnessy Asset Management, LLC
N/A—123,311-123,311-100%$45.6M———
Cozad Asset Management Inc
N/A—123,213-123,213-100%$45.6M———
Keystone Financial Group
N/A—122,055-122,055-100%$45.2M———
Foundations Investment Advisors, LLC
N/A—118,816-118,816-100%$44.0M———
Tide Cove Capital Partners LLC
N/A—116,862-116,862-100%$44.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—116,320-116,320-100%$43.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—114,793-114,793-100%$42.5M———
Roundview Capital LLC
N/A—114,717-114,717-100%$42.5M———
Mayport, LLC
N/A—108,519-108,519-100%$40.2M———
Smithfield Trust Co
N/A—107,832-107,832-100%$39.9M———
Manning & Napier Advisors LLC
N/A—101,787-101,787-100%$37.7M———
Summit Trail Advisors, LLC
N/A—100,353-100,353-100%$37.1M———
Global Retirement Partners, LLC
N/A—100,084-100,084-100%$37.0M———
Chandler Asset Management, Inc.
N/A—98,950-98,950-100%$36.6M———
Natixis Advisors, LLC
N/A—98,330-98,330-100%$36.4M———
World Investment Advisors
N/A—97,232-97,232-100%$32.6M———
Ashford Capital Management Inc
N/A—97,062-97,062-100%$35.9M———
Safe Harbor Family Capital, LLC
N/A—95,475-95,475-100%$35.3M———
Renaissance Technologies LLC
N/A—93,880-93,880-100%$34.7M———
Satovsky Asset Management LLC
N/A—93,215-93,215-100%$34.5M———
Savvy Advisors, Inc.
N/A—92,755-92,755-100%$34.3M———
National Bank of Canada
N/A—92,680-92,680-100%$34.3M———
Mutual Advisors, LLC
N/A—89,671-89,671-100%$33.2M———
Advyzon Investment Management, LLC
N/A—88,706-88,706-100%$32.8M———
Continuum Advisory, LLC
N/A—87,096-87,096-100%$32.2M———
Retirement Capital Strategies
N/A—86,877-86,877-100%$32.1M———
Mrwm Advisors, LLC
N/A—85,151-85,151-100%$31.5M———
Cordant, Inc.
N/A—84,909-84,909-100%$31.4M———
Ogorek Anthony Joseph
N/A—84,645-84,645-100%$31.3M———
Sharp Wealth Advisory, LLC
N/A—83,017-83,017-100%$30.7M———
Great Valley Advisor Group, Inc.
N/A—82,483-82,483-100%$30.5M———
Freestone Capital Holdings, LLC
N/A—80,736-80,736-100%$29.9M———
Pine Ridge Advisers LLC
N/A—79,214-79,214-100%$29.3M———
Vernal Point Advisors, LLC
N/A—78,259-78,259-100%$29.0M———
NorthRock Partners, LLC
N/A—77,998-77,998-100%$28.9M———
Huntington National Bank
N/A—76,336-76,336-100%$28.2M———
Potomac Fund Management Inc
N/A—75,720-75,720-100%$28.0M———
Magnolia Capital Advisors LLC
N/A—75,624-75,624-100%$28.0M———
Dakota Wealth Management
N/A—75,191-75,191-100%$27.8M———
Wellington Management Group LLP
N/A—74,911-74,911-100%$27.7M———
Carter Financial, LLC
N/A—74,694-74,694-100%$27.6M———
Geneos Wealth Management Inc.
N/A—74,214-74,214-100%$27.5M———
M&T Bank Corp
N/A—73,837-73,837-100%$27.3M———
WealthCollab, LLC
N/A—70,785-70,785-100%$26.2M———
Seneschal Advisors, LLC
N/A—70,775-70,775-100%$26.2M———
Aspen Grove Capital, LLC
N/A—70,563-70,563-100%$26.1M———
Sound View Wealth Advisors Group, LLC
N/A—70,286-70,286-100%$26.0M———
Johnson Investment Counsel Inc
N/A—69,979-69,979-100%$25.9M———
BBR Partners, LLC
N/A—69,840-69,840-100%$25.8M———
Pitcairn Wealth Advisors LLC
N/A—69,804-69,804-100%$25.8M———
Callan Family Office, LLC
N/A—69,767-69,767-100%$25.8M———
Dorsey & Whitney Trust Co LLC
N/A—69,355-69,355-100%$25.7M———
Delphi Financial Group, Inc.
N/A—68,900-68,900-100%$25.5M———
Karpus Management, Inc.
N/A—68,670-68,670-100%$25.4M———
New England Asset Management Inc
N/A—68,570-68,570-100%$25.4M———
AE Wealth Management LLC
N/A—67,795-67,795-100%$25.1M———
HighPoint Advisor Group LLC
N/A—67,715-67,715-100%$25.1M———
Western Wealth Management, LLC
N/A—66,260-66,260-100%$24.5M———
ArchPoint Investors
N/A—65,721-65,721-100%$24.3M———
Benjamin Edwards Inc
N/A—65,645-65,645-100%$24.3M———
Fiduciary Trust Co
N/A—64,782-64,782-100%$24.0M———
CreativeOne Wealth, LLC
N/A—64,390-64,390-100%$23.8M———
Compass Advisory Group LLC
N/A—62,990-62,990-100%$23.3M———
Capital Group Private Client Services, Inc.
N/A—62,791-62,791-100%$23.2M———
Range Advisory, LLC
N/A—61,835-61,835-100%$22.9M———
Plotkin Financial Advisors, LLC
N/A—61,708-61,708-100%$22.8M———
Tiaa Trust, National Association
N/A—61,030-61,030-100%$22.6M———
CVA Family Office, LLC
N/A—60,685-60,685-100%$22.5M———
URS Advisory LLC
N/A—60,411-60,411-100%$22.4M———
Palisades Hudson Asset Management, L.P.
N/A—58,484-58,484-100%$21.6M———
BFC Planning, Inc.
N/A—58,398-58,398-100%$21.6M———
Silver OAK Securities, Incorporated
N/A—57,132-57,132-100%$21.1M———
Ironwood Investment Management LLC
N/A—56,505-56,505-100%$20.9M———
Stokes Family Office, LLC
N/A—56,424-56,424-100%$20.9M———
Ridge Creek Global, Inc
N/A—56,261-56,261-100%$20.8M———
IHT Wealth Management, LLC
N/A—56,182-56,182-100%$20.8M———
Portland Global Advisors LLC
N/A—55,487-55,487-100%$20.5M———
Johnson Financial Group, Inc.
N/A—55,040-55,040-100%$20.4M———
Comprehensive Financial Management LLC
N/A—55,012-55,012-100%$20.4M———
Applied Capital LLC
N/A—54,824-54,824-100%$20.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—54,256-54,256-100%$20.1M———
Rockbridge Investment Management, LCC
N/A—53,273-53,273-100%$19.7M———
Benningfield Financial Advisors, LLC
N/A—52,257-52,257-100%$19.3M———
Wilson & Boucher Capital Management, LLC
N/A—51,875-51,875-100%$19.2M———
SageView Advisory Group, LLC
N/A—51,869-51,869-100%$19.2M———
Independent Advisor Alliance
N/A—51,577-51,577-100%$19.1M———
Dogwood Wealth Management LLC
N/A—51,529-51,529-100%$19.1M———
MJP Associates Inc
N/A—51,016-51,016-100%$18.9M———
Goldstone Financial Group, LLC
N/A—50,866-50,866-100%$18.8M———
Davis R M Inc
N/A—50,777-50,777-100%$18.8M———
Drucker Wealth 3.0, LLC
N/A—49,744-49,744-100%$18.4M———
Atlantic Private Wealth, LLC
N/A—49,664-49,664-100%$18.4M———
Marquette Associates, Inc.
N/A—49,489-49,489-100%$18.3M———
Serenus Wealth Advisors, LLC
N/A—48,776-48,776-100%$14.8M———
VSM Wealth Advisory, LLC
N/A—48,563-48,563-100%$18.0M———
Pine Harbor Wealth Management, LLC
N/A—48,555-48,555-100%$18.0M———
Federation des caisses Desjardins du Quebec
N/A—48,347-48,347-100%$17.9M———
Klcm Advisors, Inc.
N/A—48,320-48,320-100%$17.9M———
Stratos Investment Management, LLC
N/A—48,103-48,103-100%$17.8M———
Swisher Financial Concepts, Inc.
N/A—47,901-47,901-100%$17.7M———
Aptus Capital Advisors, LLC
N/A—47,273-47,273-100%$17.5M———
Carr Financial Group Corp
N/A—47,161-47,161-100%$17.5M———
Fayez Sarofim & Co
N/A—46,964-46,964-100%$17.4M———
Liberty Wealth Management LLC
N/A—46,256-46,256-100%$14.8M———
Brown Brothers Harriman & Co
N/A—45,994-45,994-100%$17.0M———
Chevy Chase Trust Holdings, LLC
N/A—45,600-45,600-100%$16.9M———
VPR Management LLC
N/A—45,200-45,200-100%$16.7M———
Prepared Retirement Institute LLC
N/A—44,970-44,970-100%$16.6M———
Roehl & Yi Investment Advisors, LLC
N/A—44,959-44,959-100%$5.2M———
Headinvest, LLC
N/A—44,922-44,922-100%$16.6M———
Argent Trust Co
N/A—44,871-44,871-100%$16.6M———
a16z Perennial Management, L.P.
N/A—44,683-44,683-100%$16.5M———
Chilton Investment Co Inc.
N/A—44,664-44,664-100%$16.5M———
Rothschild Wealth LLC
N/A—44,532-44,532-100%$16.5M———
Regal Investment Advisors LLC
N/A—44,510-44,510-100%$16.5M———
Stratos Wealth Advisors, LLC
N/A—44,483-44,483-100%$16.5M———
Belpointe Asset Management LLC
N/A—44,399-44,399-100%$16.4M———
Sandy Cove Advisors, LLC
N/A—44,321-44,321-100%$16.4M———
Glassman Wealth Services
N/A—44,230-44,230-100%$16.4M———
Shelter Mutual Insurance Co
N/A—43,850-43,850-100%$16.2M———
Seldon Capital LP
N/A—43,798-43,798-100%$16.2M———
Asset Management Group, Inc.
N/A—43,296-43,296-100%$16.0M———
Fairview Capital Investment Management, LLC
N/A—43,183-43,183-100%$16.0M———
Bradley Foster & Sargent Inc
N/A—43,082-43,082-100%$15.9M———
BTC Capital Management, Inc.
N/A—42,408-42,408-100%$15.7M———
Kingsview Wealth Management, LLC
N/A—42,075-42,075-100%$15.6M———
Bluespring Wealth Management, LLC
N/A—42,031-42,031-100%$15.6M———
Azimuth Capital Investment Management LLC
N/A—41,985-41,985-100%$15.5M———
Leavell Investment Management, Inc.
N/A—41,789-41,789-100%$15.5M———
OneAscent Financial Services LLC
N/A—41,409-41,409-100%$15.3M———
Monograph Wealth Advisors, LLC
N/A—41,215-41,215-100%$15.3M———
Smartleaf Asset Management LLC
N/A—41,094-41,094-100%$15.1M———
Boxwood Ventures, Inc.
N/A—41,024-41,024-100%$15.2M———
Beaird Harris Wealth Management, LLC
N/A—40,744-40,744-100%$15.1M———
Gladstone Institutional Advisory LLC
N/A—40,537-40,537-100%$15.0M———
Intrepid Family Office LLC
N/A—40,000-40,000-100%$14.8M———
Empirical Finance, LLC
N/A—39,868-39,868-100%$14.8M———
Walter & Keenan Wealth Management LLC
N/A—39,868-39,868-100%$14.8M———
Cambient Family Office, LLC
N/A—39,163-39,163-100%$14.5M———
Kensington Asset Management, LLC
N/A—38,539-38,539-100%$14.3M———
Shufro Rose & Co LLC
N/A—38,383-38,383-100%$14.2M———
Curi Capital, LLC
N/A—37,645-37,645-100%$13.9M———
Frazier Financial Advisors, LLC
N/A—37,633-37,633-100%$13.9M———
QRG Capital Management, Inc.
N/A—37,633-37,633-100%$13.9M———
Boston Family Office LLC
N/A—37,495-37,495-100%$13.9M———
Perennial Investment Advisors, LLC
N/A—37,236-37,236-100%$13.8M———
Burling Wealth Partners, LLC
N/A—37,212-37,212-100%$13.8M———
Gateway Wealth Partners, LLC
N/A—36,889-36,889-100%$13.7M———
Dunhill Financial, LLC
N/A—36,535-36,535-100%$13.5M———
Webster Bank, N. A.
N/A—36,466-36,466-100%$13.5M———
Wellington-Altus USA Inc.
N/A—36,347-36,347-100%$11.7M———
Capital Analysts, LLC
N/A—35,733-35,733-100%$13.2M———
Essex Financial Services, Inc.
N/A—35,669-35,669-100%$13.2M———
FFT Wealth Management LLC
N/A—35,492-35,492-100%$13.1M———
Cascade Financial Partners, LLC
N/A—35,458-35,458-100%$13.1M———
Modus Advisors, LLC
N/A—35,337-35,337-100%$13.1M———
Kovack Advisors, Inc.
N/A—35,034-35,034-100%$12.9M———
Nwam LLC
N/A—35,025-35,025-100%$13.0M———
Osbon Capital Management LLC
N/A—34,464-34,464-100%$12.8M———
One Capital Management, LLC
N/A—34,392-34,392-100%$11.0M———
LM Advisors LLC
N/A—33,873-33,873-100%$12.5M———
PFG Investments, LLC
N/A—33,851-33,851-100%$12.5M———
Shepherd Kaplan Krochuk, LLC
N/A—33,836-33,836-100%$12.5M———
American Money Management, LLC
N/A—33,311-33,311-100%$12.3M———
IFC Advisors LLC
N/A—32,767-32,767-100%$12.1M———
IMA Advisory Services, Inc.
N/A—32,614-32,614-100%$12.1M———
CIBC World Market Inc.
N/A—32,318-32,318-100%$12.0M———
DRW Securities, LLC
N/A—31,849-31,849-100%$11.8M———
Strategic Financial Concepts, LLC
N/A—31,553-31,553-100%$11.7M———
Centric Wealth Management
N/A—31,189-31,189-100%$11.6M———
Sovereign Investment Advisors, LLC
N/A—31,078-31,078-100%$11.5M———
Next Capital Management LLC
N/A—30,917-30,917-100%$11.4M———
Wealth Care LLC
N/A—30,088-30,088-100%$11.1M———
Marex Group Ltd
N/A—30,074-30,074-100%$11.1M———
Old Mission Capital LLC
N/A—30,042-30,042-100%$11.1M———
Roberts Glore & Co Inc
N/A—29,767-29,767-100%$11.0M———
Stock Yards Bank & Trust Co
N/A—29,677-29,677-100%$11.0M———
Empowered Funds, LLC
N/A—29,671-29,671-100%$11.0M———
JPL Wealth Management, LLC
N/A—29,611-29,611-100%$11.0M———
Arrowroot Family Office, LLC
N/A—29,356-29,356-100%$10.9M———
Bouchey Financial Group, Ltd.
N/A—29,334-29,334-100%$10.9M———
WFA of San Diego, LLC
N/A—29,279-29,279-100%$11.3M———
Lansing Street Advisors
N/A—28,950-28,950-100%$10.7M———
Crews Bank & Trust
N/A—28,907-28,907-100%$10.7M———
Orcam Financial Group
N/A—28,743-28,743-100%$10.6M———
Mathes Company, Inc.
N/A—28,640-28,640-100%$10.6M———
Wealth Management Associates, Inc.
N/A—28,261-28,261-100%$10.5M———
Nicolet Bankshares Inc
N/A—27,996-27,996-100%$10.4M———
Glen Eagle Advisors, LLC
N/A—27,879-27,879-100%$10.3M———
NerdWallet Wealth Partners, LLC
N/A—27,384-27,384-100%$10.1M———
Petix & Botte Co
N/A—27,215-27,215-100%$10.1M———
Hudson Value Partners, LLC
N/A—27,116-27,116-100%$10.0M———
Fiducient Advisors LLC
N/A—27,019-27,019-100%$10.0M———
Ausdal Financial Partners, Inc.
N/A—26,672-26,672-100%$9.9M———
Ancora Advisors LLCA
N/A—26,642-26,642-100%$9.9M———
M3 Advisory Group, LLC
N/A—26,477-26,477-100%$9.8M———
CFO4Life Group, LLC
N/A—26,362-26,362-100%$9.8M———
Fortis Capital Advisors, LLC
N/A—26,310-26,310-100%$9.7M———
C M Bidwell & Associates LTD
N/A—26,176-26,176-100%$9.7M———
Pitti Group Wealth Management, LLC
N/A—26,148-26,148-100%$9.7M———
Evolve Private Wealth, LLC
N/A—25,688-25,688-100%$9.5M———
SouthState Bank Corp
N/A—25,430-25,430-100%$9.4M———
Permanent Capital Management, LP
N/A—25,411-25,411-100%$9.4M———
Fi3 Financial Advisors, LLC
N/A—25,168-25,168-100%$7.6M———
WCG Wealth Advisors LLC
N/A—24,972-24,972-100%$9.2M———
First Manhattan Co. Llc.
N/A—24,463-24,463-100%$9.1M———
Bawa N Mallick Trust
N/A—24,202-24,202-100%$9.0M———
Peapack Gladstone Financial Corp
N/A—23,913-23,913-100%$8.8M———
BSW Wealth Partners
N/A—23,909-23,909-100%$8.8M———
HM Payson & Co
N/A—23,802-23,802-100%$8.8M———
Insigneo Advisory Services, LLC
N/A—23,716-23,716-100%$8.8M———
Rehmann Capital Advisory Group
N/A—23,474-23,474-100%$8.7M———
Rothschild Investment LLC
N/A—23,423-23,423-100%$8.7M———
Jane Street Group, LLC
N/A—23,411-23,411-100%$8.7M———
Purpose Unlimited Inc.
N/A—23,323-23,323-100%$8.6M———
Faithward Advisors, LLC
N/A—23,282-23,282-100%$8.6M———
Snowwater Investment Partners, LLC
N/A—23,073-23,073-100%$8.5M———
Cbiz Investment Advisory Services, LLC
N/A—22,438-22,438-100%$7.2M———
Rialto Wealth Management, LLC
N/A—22,046-22,046-100%$8.2M———
Cvfg LLC
N/A—21,800-21,800-100%$8.1M———
Susquehanna Advisors Group, Inc.
N/A—21,775-21,775-100%$8.1M———
Generations Wealth, LLC
N/A—21,737-21,737-100%$8.0M———
Hancock Whitney Corp
N/A—21,311-21,311-100%$7.9M———
Timbuktu Capital Management, LLC
N/A—21,225-21,225-100%$7.9M———
Westmount Partners, LLC
N/A—20,921-20,921-100%$7.7M———
AssuredPartners Investment Advisors, LLC
N/A—20,853-20,853-100%$7.7M———
Snowden Capital Advisors LLC
N/A—20,838-20,838-100%$7.7M———
Guardian Wealth Advisors, LLC / NC
N/A—20,823-20,823-100%$7.7M———
Cofg Advisors, LLC
N/A—20,714-20,714-100%$7.7M———
Atlantic Union Bankshares Corp
N/A—20,705-20,705-100%$7.7M———
Hopwood Nicholas Hunter
N/A—20,501-20,501-100%$7.6M———
Whittier Trust Co of Nevada Inc
N/A—20,438-20,438-100%$7.6M———
Sand Hill Global Advisors, LLC
N/A—20,334-20,334-100%$7.5M———
Whittier Trust Co
N/A—19,616-19,616-100%$7.3M———
Advisory Alpha, LLC
N/A—19,577-19,577-100%$7.2M———
Maripau Wealth Management LLC
N/A—19,518-19,518-100%$7.2M———
Wimmer Associates 1, LLC
N/A—19,365-19,365-100%$7.2M———
Integrated Wealthcare, LLC
N/A—19,280-19,280-100%$7.1M———
Partners Capital Investment Group, LLP
N/A—19,106-19,106-100%$7.1M———
Wind River Trust Co
N/A—19,027-19,027-100%$7.0M———
Boulder Wealth Advisors, LLC
N/A—18,989-18,989-100%$7.0M———
Berger Financial Group, Inc
N/A—18,918-18,918-100%$7.0M———
Evercore Wealth Management, LLC
N/A—18,918-18,918-100%$7.0M———
L & S Advisors Inc
N/A—18,863-18,863-100%$7.0M———
Meridian Wealth Partners, LLC
N/A—18,686-18,686-100%$6.9M———
Alpha Capital Advisors Inc
N/A—18,664-18,664-100%$6.9M———
Fort Point Capital Partners LLC
N/A—18,653-18,653-100%$6.9M———
Riverview Capital Advisers, LLC
N/A—18,632-18,632-100%$6.9M———
SHP Wealth Management
N/A—18,545-18,545-100%$6.9M———
Atlas Capital Advisors Inc.
N/A—18,446-18,446-100%$6.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—18,421-18,421-100%$6.8M———
Mayflower Financial Advisors, LLC
N/A—18,337-18,337-100%$6.8M———
Elite Financial, Inc.
N/A—18,218-18,218-100%$6.7M———
Arete Wealth Advisors, LLC
N/A—18,199-18,199-100%$6.7M———
BNP Paribas Financial Markets
N/A—18,152-18,152-100%$6.7M———
American Trust
N/A—18,143-18,143-100%$6.7M———
Heartland Bank & Trust Co
N/A—18,072-18,072-100%$6.7M———
Legacy Wealth Advisors, LLC
N/A—18,035-18,035-100%$6.7M———
Cannell & Spears LLC
N/A—17,750-17,750-100%$6.6M———
Advisors Capital Management, LLC
N/A—17,710-17,710-100%$6.6M———
FreeGulliver LLC
N/A—17,690-17,690-100%$6.5M———
Bogart Wealth, LLC
N/A—17,615-17,615-100%$6.5M———
1015 Capital Partners, LLC
N/A—17,393-17,393-100%$6.4M———
Legacy Financial Advisors, Inc.
N/A—17,169-17,169-100%$6.4M———
Parkwoods Wealth Partners, LLC
N/A—17,079-17,079-100%$6.3M———
American Financial Advisors, LLC
N/A—16,738-16,738-100%$6.2M———
Pallas Capital Advisors LLC
N/A—16,323-16,323-100%$6.0M———
FAS Wealth Partners, Inc.
N/A—16,276-16,276-100%$6.0M———
Wescott Financial Advisory Group, LLC
N/A—16,250-16,250-100%$6.0M———
Talisman Wealth Advisors LLC
N/A—16,090-16,090-100%$6.0M———
Capital Asset Managemnet, LLC
N/A—16,049-16,049-100%$5.9M———
Strategic Financial Planning, Inc.
N/A—15,925-15,925-100%$5.9M———
LRI Investments, LLC
N/A—15,832-15,832-100%$5.9M———
Keel Point, LLC
N/A—15,716-15,716-100%$5.8M———
Investment Advisory Group, LLC
N/A—15,714-15,714-100%$5.8M———
Consolidated Portfolio Review Corp
N/A—15,707-15,707-100%$5.8M———
Atlas Legacy Advisors, LLC
N/A—15,406-15,406-100%$5.7M———
Geometric Wealth Advisors
N/A—15,370-15,370-100%$5.7M———
Mission Creek Capital Partners, Inc.
N/A—15,231-15,231-100%$5.6M———
Maimon Wealth Management Ltd.
N/A—15,148-15,148-100%$5.6M———
Iron Gate Global Advisors LLC
N/A—14,981-14,981-100%$5.5M———
Fiduciary Financial Advisors
N/A—14,896-14,896-100%$5.5M———
GWN Securities Inc.
N/A—14,835-14,835-100%$5.5M———
Capasso Planning Partners LLC
N/A—14,782-14,782-100%$5.5M———
BOK Financial Private Wealth, Inc.
N/A—14,651-14,651-100%$5.4M———
Hills Bank & Trust Co
N/A—14,308-14,308-100%$5.3M———
Kintra Wealth, LLC
N/A—14,278-14,278-100%$5.5M———
Aurdan Capital Management, LLC
N/A—14,153-14,153-100%$5.2M———
Avant Capital LLC
N/A—13,982-13,982-100%$5.2M———
First Trust Advisors LP
N/A—13,948-13,948-100%$5.2M———
O'rourke & Company, Inc
N/A—13,867-13,867-100%$5.1M———
Financial Alternatives, Inc
N/A—13,547-13,547-100%$5.0M———
Medallion Wealth Advisors, LLC
N/A—13,490-13,490-100%$5.0M———
United Bank
N/A—13,300-13,300-100%$4.9M———
Twin Lakes Capital Management, LLC
N/A—13,238-13,238-100%$4.9M———
Red Door Wealth Management, LLC
N/A—13,223-13,223-100%$4.9M———
IF Advisors, LLC
N/A—13,152-13,152-100%$4.9M———
Silvercrest Asset Management Group LLC
N/A—13,091-13,091-100%$4.8M———
Waterloo Capital, L.P.
N/A—13,068-13,068-100%$4.8M———
Francis Financial, Inc.
N/A—13,031-13,031-100%$4.8M———
Crewe Advisors LLC
N/A—12,955-12,955-100%$4.8M———
KEB Asset Management, LLC
N/A—12,898-12,898-100%$4.8M———
Everest Private Wealth
N/A—12,771-12,771-100%$4.7M———
Aegis Wealth Management LLC
N/A—12,681-12,681-100%$4.7M———
Transcend Capital Advisors, LLC
N/A—12,655-12,655-100%$4.7M———
WNY Asset Management, LLC
N/A—12,643-12,643-100%$4.7M———
Strathmore Capital Advisors, Inc.
N/A—12,570-12,570-100%$4.6M———
Bridge Generations Wealth Management LLC
N/A—12,566-12,566-100%$4.6M———
Noble Wealth Partners LLC
N/A—12,562-12,562-100%$4.6M———
Element Wealth, LLC
N/A—12,449-12,449-100%$4.6M———
Strategies Wealth Advisors, LLC
N/A—12,432-12,432-100%$4.6M———
Boston Research & Management Inc
N/A—12,380-12,380-100%$4.6M———
Sequent Planning LLC
N/A—12,371-12,371-100%$4.6M———
Bridgewealth Advisory Group, LLC
N/A—12,371-12,371-100%$4.6M———
Dynasty Wealth Management, LLC
N/A—12,274-12,274-100%$4.5M———
Everstar Asset Management, LLC
N/A—12,229-12,229-100%$4.5M———
Trevian Wealth Management LLC
N/A—12,096-12,096-100%$4.5M———
Fiduciary Group, LLC
N/A—12,036-12,036-100%$4.5M———
Oxford Wealth Group, LLC
N/A—11,892-11,892-100%$4.4M———
DiPaolo Financial Group, Inc.
N/A—11,891-11,891-100%$4.4M———
Clark Capital Management Group, Inc.
N/A—11,718-11,718-100%$4.3M———
American Wealth Advisors, LLC
N/A—11,708-11,708-100%$4.3M———
TRB Wealth Management, LLC
N/A—11,667-11,667-100%$4.3M———
Tyche Wealth Partners LLC
N/A—11,653-11,653-100%$4.3M———
Financial Strategies Group, Inc.
N/A—11,565-11,565-100%$4.3M———
Peak Retirement Planning, Inc.
N/A—11,526-11,526-100%$4.3M———
Icon Wealth Advisors, LLC
N/A—11,443-11,443-100%$4.2M———
Cambria Investment Management, L.P.
N/A—11,355-11,355-100%$4.2M———
Syon Capital LLC
N/A—11,353-11,353-100%$4.2M———
HC Advisors, LLC
N/A—11,330-11,330-100%$4.2M———
Signal Tree Financial Partners LLC
N/A—11,305-11,305-100%$4.2M———
Nicholson Wealth Management Group, LLC
N/A—11,239-11,239-100%$4.2M———
Drive Wealth Management, LLC
N/A—11,111-11,111-100%$4.1M———
Pettyjohn, Wood & White, Inc
N/A—11,100-11,100-100%$4.1M———
Lumbard & Kellner, LLC
N/A—11,098-11,098-100%$4.1M———
Voya Financial Advisors, Inc.
N/A—11,091-11,091-100%$4.1M———
Gilbert & Cook, Inc.
N/A—11,085-11,085-100%$4.1M———
First National Advisers, LLC
N/A—11,073-11,073-100%$4.1M———
Coastal Bridge Advisors, LLC
N/A—11,059-11,059-100%$4.1M———
Valley Financial Group, Inc.
N/A—11,054-11,054-100%$4.1M———
Anchor Investment Management, LLC
N/A—10,809-10,809-100%$4.0M———
Tower Wealth Partners, Inc.
N/A—10,804-10,804-100%$4.0M———
Sfmg, LLC
N/A—10,639-10,639-100%$3.9M———
CNB Bank
N/A—10,632-10,632-100%$3.9M———
Piedmont Capital Management, LLC
N/A—10,618-10,618-100%$3.9M———
Novak & Powell Financial Services, Inc.
N/A—10,612-10,612-100%$3.9M———
Daybright Advisory Services, Inc.
N/A—10,610-10,610-100%$3.9M———
Flatrock Wealth Partners LLC
N/A—10,569-10,569-100%$3.9M———
Prosperity Consulting Group, LLC
N/A—10,435-10,435-100%$3.9M———
Miller Investment Management, LP
N/A—10,429-10,429-100%$3.9M———
Investment Advisory Services Group LLC
N/A—10,364-10,364-100%$3.8M———
Midwestern Financial, LLC
N/A—10,341-10,341-100%$3.8M———
Cura Wealth Advisors, LLC
N/A—10,315-10,315-100%$3.8M———
Bragg Financial Advisors, Inc
N/A—10,294-10,294-100%$3.8M———
Prime Buchholz LLC
N/A—10,265-10,265-100%$3.8M———
Alerus Financial NA
N/A—10,263-10,263-100%$3.8M———
Arcus Capital Partners, LLC
N/A—10,244-10,244-100%$3.8M———
Kiley Juergens Wealth Management, LLC
N/A—10,210-10,210-100%$3.8M———
Madden Advisory Services, Inc.
N/A—10,185-10,185-100%$3.8M———
Ames National Corp
N/A—10,169-10,169-100%$3.8M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,113-10,113-100%$3.7M———
Rathbones Group PLC
N/A—10,055-10,055-100%$3.7M———
Berkeley Capital Partners, LLC
N/A—10,030-10,030-100%$3.7M———
One Wealth Management Investment & Advisory Services, LLC
N/A—10,023-10,023-100%$3.7M———
New Republic Capital, LLC
N/A—9,996-9,996-100%$3.7M———
Integrity Wealth Solutions LLC
N/A—9,963-9,963-100%$3.7M———
Baldwin Investment Management, LLC
N/A—9,962-9,962-100%$3.7M———
Aspire Growth Partners LLC
N/A—9,776-9,776-100%$3.6M———
Hansen & Associates Financial Group, Inc.
N/A—9,771-9,771-100%$3.6M———
TFO Wealth Partners, LLC
N/A—9,709-9,709-100%$3.6M———
Cornerstone Financial Group, LLC
N/A—9,599-9,599-100%$3.6M———
Eldridge Investment Advisors, Inc.
N/A—9,580-9,580-100%$3.5M———
Tandem Wealth Advisors LLC
N/A—9,495-9,495-100%$3.5M———
Strategic Financial Partners, Ltd.
N/A—9,492-9,492-100%$3.5M———
S&T Bank
N/A—9,397-9,397-100%$3.5M———
Robinhood Asset Management, LLC
N/A—9,360-9,360-100%$3.5M———
Hantz Financial Services, Inc.
N/A—9,314-9,314-100%$3.4M———
Caitlin John, LLC
N/A—9,292-9,292-100%$3.4M———
Madison Wealth Partners, Inc
N/A—9,253-9,253-100%$3.4M———
Paladin Advisory Group, LLC
N/A—9,089-9,089-100%$3.4M———
Jackson, Grant Investment Advisers, Inc.
N/A—9,052-9,052-100%$3.3M———
NorthCoast Asset Management LLC
N/A—9,024-9,024-100%$3.3M———
Members Trust Co
N/A—9,010-9,010-100%$3.3M———
Dash Acquisitions Inc.
N/A—9,002-9,002-100%$3.4M———
WPWealth LLP
N/A—8,997-8,997-100%$3.3M———
ATLas Financial Planning LLC
N/A—8,949-8,949-100%$3.3M———
Strategic Financial Services, Inc.
N/A—8,911-8,911-100%$3.3M———
Synergy Investment Management, LLC
N/A—8,876-8,876-100%$3.3M———
Tradition Wealth Management, LLC
N/A—8,842-8,842-100%$3.3M———
FMB Wealth Management
N/A—8,806-8,806-100%$3.3M———
Tocqueville Asset Management L.P.
N/A—8,798-8,798-100%$3.3M———
Fidelis Capital Partners, LLC
N/A—8,796-8,796-100%$3.3M———
R.H. Investment Group, LLC
N/A—8,791-8,791-100%$3.3M———
Henson-Edgewater Management, LLC
N/A—8,754-8,754-100%$3.3M———
Iconiq Capital, LLC
N/A—8,741-8,741-100%$3.2M———
HTG Investment Advisors, Inc.
N/A—8,710-8,710-100%$3.2M———
W1m Asset Management Ltd
N/A—8,695-8,695-100%$3.2M———
Wealthedge Investment Advisors, LLC
N/A—8,646-8,646-100%$3.2M———
Resolute Capital, LLC
N/A—8,596-8,596-100%$3.2M———
Simmons Bank
N/A—8,577-8,577-100%$3.2M———
Ally Invest Advisors Inc.
N/A—8,576-8,576-100%$3.2M———
Brio Consultants, LLC
N/A—8,544-8,544-100%$3.2M———
Cahill Financial Advisors Inc
N/A—8,437-8,437-100%$3.1M———
Twin Peaks Wealth Advisors, LLC
N/A—8,428-8,428-100%$3.1M———
Empire Financial Management Company, LLC
N/A—8,381-8,381-100%$3.1M———
Keating Financial Advisory Services, Inc.
N/A—8,305-8,305-100%$3.1M———
Balanced Wealth Group LLC
N/A—8,261-8,261-100%$3.1M———
Destination Wealth Management
N/A—8,216-8,216-100%$3.0M———
Optimus Capital Advisors, LLC
N/A—8,188-8,188-100%$3.0M———
Yukon Wealth Management, Inc.
N/A—8,179-8,179-100%$3.0M———
NCM Capital Management, LLC
N/A—8,159-8,159-100%$3.0M———
Fiduciary Counselling Inc
N/A—8,149-8,149-100%$3.0M———
Wealth Management Strategies, Inc.
N/A—8,135-8,135-100%$3.0M———
CCG Wealth Management, LLC
N/A—8,129-8,129-100%$3.0M———
Arcadia Wealth Management, Inc.
N/A—8,096-8,096-100%$3.0M———
Family Manage LLC
N/A—8,066-8,066-100%$3.0M———
Tacita Capital Inc
N/A—8,062-8,062-100%$3.0M———
Custos Family Office, LLC
N/A—7,982-7,982-100%$3.0M———
Intellectus Partners, LLC
N/A—7,975-7,975-100%$3.0M———
GatePass Capital, LLC
N/A—7,937-7,937-100%$2.9M———
Inspire Advisors, LLC
N/A—7,918-7,918-100%$2.9M———
First American Trust, FSB
N/A—7,916-7,916-100%$2.9M———
Comprehensive Money Management Services LLC
N/A—7,911-7,911-100%$2.9M———
Avalon Trust Co
N/A—7,872-7,872-100%$2.9M———
Vanguard Personalized Indexing Management, LLC
N/A—7,821-7,821-100%$2.9M———
Plum Street Advisors, LLC
N/A—7,714-7,714-100%$2.9M———
Colter Lewis Investment Partners LLC
N/A—7,666-7,666-100%$2.8M———
Ketron Financial
N/A—7,642-7,642-100%$2.8M———
Keewaydin Investments LLC
N/A—7,548-7,548-100%$2.8M———
Federated Hermes, Inc.
N/A—7,525-7,525-100%$2.8M———
Pasadena Private Wealth, LLC
N/A—7,472-7,472-100%$2.8M———
Kropog Financial Group, LLC
N/A—7,430-7,430-100%$2.7M———
Capital Advisors Inc
N/A—7,365-7,365-100%$2.7M———
Oxbow Advisors, LLC
N/A—7,353-7,353-100%$2.7M———
Centaurus Financial, Inc.
N/A—7,349-7,349-100%$2.7M———
Northeast Planning Associates, Inc. / NH /
N/A—7,325-7,325-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—7,317-7,317-100%$2.7M———
Quotient Wealth Partners, LLC
N/A—7,058-7,058-100%$2.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,037-7,037-100%$2.6M———
Hobbs Group Advisors, LLC
N/A—7,035-7,035-100%$2.6M———
Retirement Income Solutions, Inc
N/A—7,032-7,032-100%$2.3M———
FLC Capital Advisors
N/A—7,031-7,031-100%$2.6M———
HFG Advisors, Inc.
N/A—7,026-7,026-100%$2.6M———
Mosaic Financial Group, LLC
N/A—6,976-6,976-100%$2.6M———
Peregrine Asset Advisers, Inc.
N/A—6,966-6,966-100%$2.6M———
Fourth Dimension Wealth, LLC
N/A—6,965-6,965-100%$2.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—6,946-6,946-100%$2.6M———
Accent Capital Management, LLC
N/A—6,902-6,902-100%$2.6M———
Manhattan West Asset Management, LLC
N/A—6,899-6,899-100%$2.6M———
BTG Pactual Asset Management US LLC
N/A—6,894-6,894-100%$2.6M———
Ironwood Investment Counsel, LLC
N/A—6,818-6,818-100%$2.5M———
Hilltop Holdings Inc.
N/A—6,815-6,815-100%$2.5M———
Vawter Financial, Ltd.
N/A—6,810-6,810-100%$2.5M———
Allianz Asset Management GmbH
N/A—6,800-6,800-100%$2.5M———
Financial Plan, Inc.
N/A—6,734-6,734-100%$2.5M———
Fort Sheridan Advisors LLC
N/A—6,721-6,721-100%$2.5M———
NWK Group, Inc.
N/A—6,711-6,711-100%$2.5M———
Osborne Partners Capital Management, LLC
N/A—6,703-6,703-100%$2.5M———
Compass Capital Corp
N/A—6,672-6,672-100%$2.5M———
Marble Wealth, LLC
N/A—6,655-6,655-100%$2.5M———
American Investment Services, Inc.
N/A—6,612-6,612-100%$2.4M———
Pine Valley Investments Ltd Liability Co
N/A—6,612-6,612-100%$2.4M———
Founders Financial Alliance, LLC
N/A—6,492-6,492-100%$2.4M———
Octavia Wealth Advisors, LLC
N/A—6,425-6,425-100%$2.4M———
Kinetic Wealth Investment Advisors LLC
N/A—6,416-6,416-100%$2.4M———
Cascade Wealth Advisors, Inc
N/A—6,399-6,399-100%$2.4M———
FCA Corp
N/A—6,381-6,381-100%$2.4M———
Intellus Advisors LLC
N/A—6,364-6,364-100%$2.4M———
Bantamac Capital, LLC
N/A—6,338-6,338-100%$2.3M———
Clarendon Private LLC
N/A—6,307-6,307-100%$2.3M———
Tiaa Wealth Investment Management LLC
N/A—6,305-6,305-100%$2.3M———
Westfuller Advisors, LLC
N/A—6,290-6,290-100%$2.3M———
Aspiring Ventures, LLC
N/A—6,277-6,277-100%$2.3M———
Tower Bridge Advisors
N/A—6,270-6,270-100%$2.3M———
Golden Road Advisors LLC
N/A—6,264-6,264-100%$2.3M———
Vantus Wealth LLC
N/A—6,255-6,255-100%$2.3M———
Pacific Point Advisors, LLC
N/A—6,235-6,235-100%$2.3M———
Florida Financial Advisors, LLC
N/A—6,209-6,209-100%$2.3M———
Cloud Capital Management, LLC
N/A—6,161-6,161-100%$2.3M———
Bridges Investment Management Inc
N/A—6,157-6,157-100%$2.3M———
Providence Capital Advisors, LLC
N/A—6,131-6,131-100%$2.3M———
Gentry Private Wealth, LLC
N/A—6,117-6,117-100%$2.3M———
Texas Yale Capital Corp.
N/A—6,107-6,107-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—6,102-6,102-100%$2.3M———
Wealthquest Corp
N/A—6,058-6,058-100%$2.2M———
Bay Rivers Group
N/A—6,009-6,009-100%$2.2M———
ESL Trust Services, LLC
N/A—5,996-5,996-100%$2.2M———
Summit Wealth Group, LLC
N/A—5,995-5,995-100%$2.2M———
Caldwell Sutter Capital, Inc.
N/A—5,982-5,982-100%$2.2M———
Daner Wealth Management, LLC
N/A—5,926-5,926-100%$2.3M———
Proactive Wealth Strategies LLC
N/A—5,903-5,903-100%$2.2M———
Ethos Financial Group, LLC
N/A—5,880-5,880-100%$2.1M———
MOR Wealth Management, LLC
N/A—5,858-5,858-100%$2.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—5,856-5,856-100%$2.2M———
Pgim Custom Harvest LLC
N/A—5,842-5,842-100%$2.2M———
RFP Financial Group LLC
N/A—5,804-5,804-100%$2.1M———
Napier Financial, LLC
N/A—5,801-5,801-100%$2.1M———
Capital Investment Management, Inc.
N/A—5,800-5,800-100%$2.1M———
Muirfield Wealth Advisors LLC
N/A—5,787-5,787-100%$2.1M———
Concentrum Wealth Management
N/A—5,781-5,781-100%$2.1M———
Prosperity Bancshares Inc
N/A—5,757-5,757-100%$2.1M———
Secured Retirement Advisors, LLC
N/A—5,732-5,732-100%$2.1M———
Forefront Wealth Partners, LLC
N/A—5,719-5,719-100%$2.1M———
GW&K Investment Management, LLC
N/A—5,705-5,705-100%$2.1M———
Pointe Capital Management LLC
N/A—5,701-5,701-100%$2.1M———
Maridea Wealth Management LLC
N/A—5,676-5,676-100%$2.1M———
Tudor Investment Corp ET AL
N/A—5,669-5,669-100%$2.1M———
Panoramic Capital Partners, LLC
N/A—5,640-5,640-100%$2.1M———
Cornerstone Capital, Inc.
N/A—5,620-5,620-100%$2.1M———
Trustmark Bank Trust Department
N/A—5,615-5,615-100%$2.1M———
Crux Wealth Advisors
N/A—5,615-5,615-100%$2.1M———
Fortis Capital Management LLC
N/A—5,545-5,545-100%$2.1M———
Zacks Investment Management
N/A—5,529-5,529-100%$2.0M———
Susquehanna International Group, LLP
N/A—5,522-5,522-100%$2.0M———
Rice Partnership, LLC
N/A—5,495-5,495-100%$2.0M———
Kera Capital Partners, Inc.
N/A—5,487-5,487-100%$2.0M———
Meridian Wealth Advisors, LLC
N/A—5,484-5,484-100%$2.0M———
EFG International AG
N/A—5,478-5,478-100%$2.0M———
MB Generational Wealth, LLC
N/A—5,475-5,475-100%$2.0M———
ODonnell Financial Services, LLC
N/A—5,462-5,462-100%$2.0M———
Heritage Wealth Advisors
N/A—5,459-5,459-100%$2.0M———
Rowlandmiller & Partners.adv
N/A—5,410-5,410-100%$2.0M———
Edgestream Partners, L.P.
N/A—5,375-5,375-100%$2.0M———
Grand Wealth Management, LLC
N/A—5,325-5,325-100%$2.0M———
Elgethun Capital Management
N/A—5,294-5,294-100%$2.0M———
Sittner & Nelson, LLC
N/A—5,266-5,266-100%$1.9M———
One Charles Private Wealth Services, LLC
N/A—5,265-5,265-100%$1.9M———
Pandowealth. LLC
N/A—5,219-5,219-100%$1.9M———
V2 Financial group LLC
N/A—5,197-5,197-100%$1.9M———
Performance Wealth Partners, LLC
N/A—5,173-5,173-100%$1.9M———
German American Bancorp, Inc.
N/A—5,170-5,170-100%$1.9M———
ST Germain D J Co Inc
N/A—5,131-5,131-100%$1.9M———
Windsor Advisory Group, LLC
N/A—5,051-5,051-100%$1.9M———
Dopkins Wealth Management, LLC
N/A—5,044-5,044-100%$1.9M———
FourThought Financial Partners, LLC
N/A—5,039-5,039-100%$1.9M———
SageGuard Financial Group, LLC
N/A—5,028-5,028-100%$1.9M———
Pursue Wealth Partners LLC
N/A—5,024-5,024-100%$1.9M———
VestGen Investment Management
N/A—5,022-5,022-100%$1.9M———
Conscious Wealth Investments, LLC
N/A—4,921-4,921-100%$1.8M———
Miller Capital Partners, Inc.
N/A—4,912-4,912-100%$1.8M———
HHM Wealth Advisors, LLC
N/A—4,886-4,886-100%$1.8M———
Disciplined Investors, L.L.C.
N/A—4,843-4,843-100%$1.8M———
Allie Family Office LLC
N/A—4,823-4,823-100%$1.8M———
1 North Wealth Services LLC
N/A—4,808-4,808-100%$1.8M———
Pacific Financial Group Inc
N/A—4,758-4,758-100%$1.8M———
Eaton Financial Holdings Company, LLC
N/A—4,742-4,742-100%$1.8M———
Measured Wealth Private Client Group, LLC
N/A—4,695-4,695-100%$1.7M———
Vista Investment Management
N/A—4,661-4,661-100%$1.7M———
Everpar Advisors LLC
N/A—4,643-4,643-100%$1.7M———
EWA, LLC
N/A—4,637-4,637-100%$1.7M———
J. Mark Nickell & Co.
N/A—4,636-4,636-100%$1.7M———
Riverview Trust Co
N/A—4,604-4,604-100%$1.7M———
1776 Wealth LLC
N/A—4,592-4,592-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—4,590-4,590-100%$2.9M———
Northwest Quadrant Wealth Management, LLC
N/A—4,584-4,584-100%$1.7M———
Mason & Associates Inc
N/A—4,575-4,575-100%$1.7M———
Kirtland Hills Capital Management, LLC
N/A—4,574-4,574-100%$1.7M———
Regency Capital Management Inc.\DE
N/A—4,571-4,571-100%$1.7M———
DV Trading LLC
N/A—4,560-4,560-100%$1.7M———
Vident Advisory, LLC
N/A—4,529-4,529-100%$1.7M———
Sentinel Wealth Management, Inc.
N/A—4,523-4,523-100%$1.7M———
Scotia Capital Inc.
N/A—4,517-4,517-100%$1.7M———
Chesapeake Wealth Management
N/A—4,462-4,462-100%$1.7M———
Avise Financial Cooperative, Inc.
N/A—4,400-4,400-100%$1.6M———
Allium Financial Advisors, LLC
N/A—4,340-4,340-100%$1.6M———
King Wealth Management Group
N/A—4,326-4,326-100%$1.6M———
Financial Advisors Network, Inc.
N/A—4,319-4,319-100%$1.6M———
Aspen Capital Management, LLC
N/A—4,266-4,266-100%$1.6M———
OakTrust Wealth Advisors, LLC
N/A—4,260-4,260-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—4,245-4,245-100%$1.6M———
Vision Retirement, LLC
N/A—4,242-4,242-100%$1.6M———
Clarity Financial LLC
N/A—4,226-4,226-100%$1.6M———
Advance Capital Management, Inc.
N/A—4,191-4,191-100%$1.6M———
Brightwater Advisory LLC
N/A—4,171-4,171-100%$1.5M———
Spinnaker Trust
N/A—4,150-4,150-100%$1.5M———
EQ LLC
N/A—4,119-4,119-100%$1.5M———
CM Wealth Advisors LLC
N/A—4,116-4,116-100%$1.5M———
West Michigan Advisors, LLC
N/A—4,103-4,103-100%$1.5M———
KDT Advisors, LLC
N/A—4,100-4,100-100%$1.5M———
Tidemark, LLC
N/A—4,090-4,090-100%$1.5M———
Jasper Ridge Partners, L.P.
N/A—4,089-4,089-100%$1.5M———
Frisch Financial Group, Inc.
N/A—4,079-4,079-100%$1.5M———
First Foundation Advisors
N/A—4,074-4,074-100%$1.5M———
Spartan Wealth Advisory Services LLC
N/A—4,063-4,063-100%$1.5M———
Greenwich Wealth Management LLC
N/A—4,025-4,025-100%$1.5M———
Hollencrest Capital Management
N/A—4,012-4,012-100%$1.5M———
J Hagan Capital, Inc.
N/A—4,008-4,008-100%$1.5M———
Hamilton Wealth, LLC
N/A—3,999-3,999-100%$1.5M———
Millennium Management LLC
N/A—3,988-3,988-100%$1.5M———
Wallace Advisory Group, LLC
N/A—3,977-3,977-100%$1.5M———
Fund Advisors of America Inc
N/A—3,968-3,968-100%$1.5M———
Venturi Wealth Management, LLC
N/A—3,961-3,961-100%$1.5M———
Lbmc Investment Advisors, LLC
N/A—3,951-3,951-100%$1.5M———
Adventist Health System/ West
N/A—3,950-3,950-100%$1.5M———
Arvest Bank Trust Division
N/A—3,904-3,904-100%$1.4M———
Sequent Asset Management, LLC
N/A—3,900-3,900-100%$1.4M———
Tiemann Investment Advisors, LLC
N/A—3,899-3,899-100%$1.4M———
OneAscent Wealth Management LLC
N/A—3,897-3,897-100%$1.4M———
Colonial Trust Advisors
N/A—3,866-3,866-100%$1.4M———
Knightsbridge Asset Management, LLC
N/A—3,853-3,853-100%$1.4M———
Chancellor Financial Group WB LP
N/A—3,840-3,840-100%$1.4M———
Seven Springs Wealth Group, LLC
N/A—3,826-3,826-100%$1.4M———
Birchcreek Wealth Management, LLC
N/A—3,822-3,822-100%$1.4M———
Front Street Capital Management, Inc.
N/A—3,797-3,797-100%$1.4M———
Rexford Capital Inc
N/A—3,760-3,760-100%$1.4M———
New World Advisors LLC
N/A—3,700-3,700-100%$1.4M———
Aspire Capital Advisors LLC
N/A—3,682-3,682-100%$1.4M———
Ellenbecker Investment Group
N/A—3,656-3,656-100%$1.4M———
Sonoma Allocations LLC
N/A—3,616-3,616-100%$1.3M———
Spirepoint Private Client, LLC
N/A—3,593-3,593-100%$1.3M———
Donaldson Capital Management, LLC
N/A—3,583-3,583-100%$1.3M———
Alexander Labrunerie & Co., Inc.
N/A—3,544-3,544-100%$1.3M———
Lafayette Investments, Inc.
N/A—3,539-3,539-100%$1.3M———
Silver OAK Wealth Advisors Services, LLC
N/A—3,509-3,509-100%$1.3M———
Westbourne Investments, Inc.
N/A—3,507-3,507-100%$1.3M———
Access Financial Services, Inc.
N/A—3,492-3,492-100%$1.3M———
Westshore Wealth, LLC
N/A—3,467-3,467-100%$1.3M———
Christine Messmer PC
N/A—3,448-3,448-100%$1.3M———
Blalock Williams, LLC
N/A—3,422-3,422-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—3,421-3,421-100%$1.3M———
Claris Advisors, LLC / MO /
N/A—3,410-3,410-100%$1.3M———
Graney & King, LLC
N/A—3,390-3,390-100%$1.3M———
Bollard Group LLC
N/A—3,383-3,383-100%$1.3M———
Liberty Square Wealth Partners LLC
N/A—3,370-3,370-100%$1.2M———
Whalerock Point Partners, LLC
N/A—3,368-3,368-100%$1.2M———
PYA Waltman Capital, LLC
N/A—3,363-3,363-100%$1.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—3,359-3,359-100%$1.2M———
Delta Investment Management, LLC
N/A—3,348-3,348-100%$1.2M———
Peak Asset Management, LLC
N/A—3,344-3,344-100%$1.2M———
Ameriflex Group, Inc.
N/A—3,335-3,335-100%$1.2M———
Mason Investment Advisory Services, Inc.
N/A—3,332-3,332-100%$1.2M———
Steigerwald, Gordon & Koch Inc.
N/A—3,317-3,317-100%$1.2M———
Team Hewins, LLC
N/A—3,309-3,309-100%$1.2M———
Summit Wealth Partners, LLC
N/A—3,303-3,303-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—3,297-3,297-100%$1.2M———
Timmons Wealth Management, LLC
N/A—3,225-3,225-100%$1.2M———
Riverstone Advisors, LLC
N/A—3,224-3,224-100%$1.2M———
Trivium Point Advisory, LLC
N/A—3,214-3,214-100%$1.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—3,210-3,210-100%$1.2M———
Legacy Wealth Managment, LLC
N/A—3,194-3,194-100%$1.2M———
River Wealth Advisors LLC
N/A—3,190-3,190-100%$1.2M———
Evernest Financial Advisors, LLC
N/A—3,186-3,186-100%$1.2M———
Port Capital LLC
N/A—3,186-3,186-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—3,153-3,153-100%$1.2M———
Lowe Brockenbrough & Co Inc
N/A—3,150-3,150-100%$1.2M———
M1 Capital Management LLC
N/A—3,094-3,094-100%$1.1M———
Foster & Motley Inc
N/A—3,060-3,060-100%$1.1M———
Constant Guidance Financial LLC
N/A—3,060-3,060-100%$1.1M———
Cornerstone Financial Management LLC
N/A—3,034-3,034-100%$1.1M———
Oak Wealth Advisors LLC
N/A—3,024-3,024-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—2,977-2,977-100%$1.1M———
Magnolia Private Wealth, LLC
N/A—2,976-2,976-100%$1.1M———
Sachetta, LLC
N/A—2,974-2,974-100%$1.1M———
Ruane, Cunniff & Goldfarb L.P.
N/A—2,973-2,973-100%$1.1M———
CBM Financial, LLC
N/A—2,968-2,968-100%$1.1M———
Beckerman Institutional, LLC
N/A—2,922-2,922-100%$1.1M———
Envision Financial Planning, LLC
N/A—2,918-2,918-100%$1.1M———
S&CO Inc
N/A—2,882-2,882-100%$1.1M———
Mpwm Advisory Solutions, LLC
N/A—2,860-2,860-100%$1.1M———
Sonoma Private Wealth LLC
N/A—2,837-2,837-100%$1.0M———
ArborFi Advisors, LLC
N/A—2,827-2,827-100%$1.0M———
Resurgent Financial Advisors LLC
N/A—2,827-2,827-100%$1.0M———
Spreng Capital Management, Inc.
N/A—2,758-2,758-100%$1.0M———
Estate Counselors, LLC
N/A—2,721-2,721-100%$1.0M———
GTS Financial, LLC
N/A—2,714-2,714-100%$824.8K———
Miramar Capital, LLC
N/A—2,705-2,705-100%$1.0M———
Orleans Capital Management Corp
N/A—2,696-2,696-100%$997.6K———
Koss-Olinger Consulting, LLC
N/A—2,692-2,692-100%$996.2K———
Shared Vision Wealth Group LLC
N/A—2,683-2,683-100%$992.7K———
Beacon Bridge Wealth Partners, LLC
N/A—2,664-2,664-100%$985.8K———
Orion Capital Management LLC
N/A—2,657-2,657-100%$983.2K———
PAX Financial Group, LLC
N/A—2,642-2,642-100%$977.6K———
Clear Street Group Inc.
N/A—2,636-2,636-100%$975.4K———
Arkos Global Advisors
N/A—2,629-2,629-100%$973.0K———
RiverGlades Family Offices LLC
N/A—2,615-2,615-100%$967.7K———
Quent Capital, LLC
N/A—2,607-2,607-100%$964.6K———
WealthShield Partners, LLC
N/A—2,605-2,605-100%$964.0K———
FSA Advisors, Inc.
N/A—2,574-2,574-100%$952.5K———
Safeguard Investment Advisory Group, LLC
N/A—2,564-2,564-100%$948.9K———
Earnest Partners LLC
N/A—2,534-2,534-100%$937.7K———
Delta Asset Management LLC
N/A—2,531-2,531-100%$936.6K———
All Terrain Financial Advisors, LLC
N/A—2,531-2,531-100%$936.7K———
Quest Investment Management LLC
N/A—2,517-2,517-100%$931.4K———
Drake & Associates, LLC
N/A—2,512-2,512-100%$929.5K———
Barnes Pettey Financial Advisors, LLC
N/A—2,509-2,509-100%$928.5K———
BlueStem Wealth Partners, LLC
N/A—2,503-2,503-100%$926.3K———
Talon Private Wealth, LLC
N/A—2,499-2,499-100%$924.9K———
Causey Wealth LLC
N/A—2,486-2,486-100%$920.0K———
D L Carlson Investment Group Inc
N/A—2,485-2,485-100%$919.6K———
HighMark Wealth Management LLC
N/A—2,482-2,482-100%$918.6K———
Chico Wealth RIA
N/A—2,479-2,479-100%$917.5K———
Northwest Bancshares, Inc.
N/A—2,471-2,471-100%$914.4K———
Per Stirling Capital Management, Llc.
N/A—2,466-2,466-100%$912.4K———
Continental Investors Services, Inc.
N/A—2,454-2,454-100%$931.7K———
Gambit Capital Management, LLC
N/A—2,452-2,452-100%$907.3K———
VAN DEN Berg Management I, Inc
N/A—2,441-2,441-100%$903.4K———
Permanens Capital L.P.
N/A—2,439-2,439-100%$902.5K———
Viawealth, LLC
N/A—2,426-2,426-100%$897.5K———
DF Dent & Co Inc
N/A—2,425-2,425-100%$897.3K———
Petra Financial Advisors Inc
N/A—2,419-2,419-100%$895.2K———
Marco Investment Management LLC
N/A—2,419-2,419-100%$895.1K———
Bcgm Wealth Management, LLC
N/A—2,415-2,415-100%$893.8K———
Conservest Capital Advisors, Inc.
N/A—2,412-2,412-100%$892.6K———
Bank of Marin
N/A—2,389-2,389-100%$884.0K———
Fairfield, Bush & Co.
N/A—2,372-2,372-100%$877.7K———
Lakeridge Wealth Management LLC
N/A—2,364-2,364-100%$874.7K———
Tobias Financial Advisors, Inc.
N/A—2,339-2,339-100%$865.6K———
Strategic Investment Advisors / MI
N/A—2,313-2,313-100%$855.9K———
PCM Encore, LLC
N/A—2,311-2,311-100%$855.0K———
SlateStone Wealth, LLC
N/A—2,305-2,305-100%$853.0K———
Cadia Private Client LLC
N/A—2,302-2,302-100%$852.0K———
Traction Financial Partners, LLC
N/A—2,293-2,293-100%$848.5K———
Wealthspire Retirement, LLC
N/A—2,282-2,282-100%$847.8K———
Stonebridge Financial Group, LLC
N/A—2,268-2,268-100%$839.0K———
Bellars Harris Wealth Management, LLC
N/A—2,256-2,256-100%$834.8K———
17 Capital Partners, LLC
N/A—2,250-2,250-100%$832.6K———
Two Sigma Securities, LLC
N/A—2,249-2,249-100%$832.2K———
Bellevue Asset Management, LLC
N/A—2,237-2,237-100%$827.9K———
Innovative Asset Advisors Group, LLC
N/A—2,232-2,232-100%$825.9K———
Alpha Financial Advisors, LLC
N/A—2,232-2,232-100%$826.0K———
Triton Financial Group Inc
N/A—2,222-2,222-100%$822.2K———
Curio Wealth, LLC
N/A—2,199-2,199-100%$813.6K———
Ruggaard & Associates LLC
N/A—2,189-2,189-100%$810.0K———
Crabel Capital Management, LLC
N/A—2,183-2,183-100%$807.8K———
Palumbo Wealth Management LLC
N/A—2,180-2,180-100%$806.5K———
Blom & Howell Financial Planning, Inc.
N/A—2,175-2,175-100%$805.0K———
RB Capital Management, LLC
N/A—2,171-2,171-100%$803.5K———
Harvest Investment Services, LLC
N/A—2,167-2,167-100%$802.0K———
Garden State Investment Advisory Services LLC
N/A—2,161-2,161-100%$799.5K———
Investment Counsel Co of Nevada
N/A—2,158-2,158-100%$798.5K———
Intrinsic Value Partners, LLC
N/A—2,147-2,147-100%$794.5K———
Canal Capital Management, LLC
N/A—2,136-2,136-100%$790.5K———
Legacy Capital Group California, Inc.
N/A—2,124-2,124-100%$786.1K———
Vantage Point Financial LLC
N/A—2,114-2,114-100%$782.1K———
Alta Wealth Advisors LLC
N/A—2,104-2,104-100%$778.4K———
Kastel Capital Advisors, LLC
N/A—2,094-2,094-100%$671.8K———
Bearing Point Capital, LLC
N/A—2,088-2,088-100%$772.6K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,088-2,088-100%$772.6K———
Davis Wealth Advisors, LLC
N/A—2,080-2,080-100%$769.7K———
MidFirst Bank
N/A—2,074-2,074-100%$767.5K———
Exit Wealth Advisors, Llc.
N/A—2,074-2,074-100%$767.6K———
Caerus Investment Advisors, LLC
N/A—2,063-2,063-100%$763.0K———
Prudent Investors Network, Inc.
N/A—2,055-2,055-100%$760.6K———
Planning Alternatives LTD
N/A—2,055-2,055-100%$760.4K———
Blue Chip Partners, LLC
N/A—2,047-2,047-100%$757.6K———
WJ Financial Advisors LLC
N/A—2,042-2,042-100%$755.6K———
Horizon Investment Services, LLC
N/A—2,029-2,029-100%$751.1K———
SOA Wealth Advisors, Llc.
N/A—2,028-2,028-100%$750.5K———
Chicago Wealth Management, Inc.
N/A—2,013-2,013-100%$745.0K———
Alpha Financial Partners LLC
N/A—2,011-2,011-100%$744.0K———
Titan Global Capital Management USA LLC
N/A—2,006-2,006-100%$742.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,978-1,978-100%$732.3K———
Longview Financial Advisors LLC
N/A—1,958-1,958-100%$724.5K———
Stonebrook Private Inc.
N/A—1,955-1,955-100%$723.4K———
Orion Investment Co
N/A—1,954-1,954-100%$723.1K———
Hilltop Partners LLC
N/A—1,951-1,951-100%$721.8K———
Navalign, LLC
N/A—1,950-1,950-100%$721.7K———
PMG Wealth Management, Inc.
N/A—1,950-1,950-100%$721.7K———
Legacy Financial Group LLC
N/A—1,950-1,950-100%$721.6K———
Affinity Wealth Management LLC
N/A—1,950-1,950-100%$721.4K———
Vistica Wealth Advisors, LLC
N/A—1,942-1,942-100%$718.7K———
Harbor Advisory Corp
N/A—1,935-1,935-100%$716.0K———
Planning Center, Inc.
N/A—1,922-1,922-100%$711.3K———
Wealthgarden F.S. LLC
N/A—1,922-1,922-100%$711.3K———
Apriem Advisors
N/A—1,918-1,918-100%$709.7K———
Painted Porch Advisors LLC
N/A—1,916-1,916-100%$709.2K———
Tolleson Wealth Management, Inc.
N/A—1,892-1,892-100%$700.1K———
Empirical Asset Management, LLC
N/A—1,887-1,887-100%$698.2K———
Keebeck Wealth Management
N/A—1,869-1,869-100%$691.8K———
1832 Asset Management L.P.
N/A—1,868-1,868-100%$691.2K———
Houlihan Financial Resource Group, Ltd.
N/A—1,856-1,856-100%$686.8K———
Tilson Financial Group, Inc.
N/A—1,855-1,855-100%$686.4K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,848-1,848-100%$683.8K———
Bienville Capital Management, LLC
N/A—1,843-1,843-100%$682.0K———
Keystone Financial Services
N/A—1,833-1,833-100%$678.5K———
Conquis Financial LLC
N/A—1,832-1,832-100%$677.9K———
JT Stratford LLC
N/A—1,827-1,827-100%$676.1K———
Alaska Wealth Advisors, LLC
N/A—1,821-1,821-100%$673.9K———
Chesapeake Asset Management LLC
N/A—1,817-1,817-100%$672.4K———
Alongside, LLC
N/A—1,797-1,797-100%$664.8K———
49 Wealth Management, LLC
N/A—1,797-1,797-100%$664.8K———
Lifeworks Advisors, LLC
N/A—1,793-1,793-100%$663.5K———
Quattro Advisors LLC
N/A—1,793-1,793-100%$663.6K———
Thomasville National Bank
N/A—1,790-1,790-100%$662.4K———
Vectors Research Management, LLC
N/A—1,787-1,787-100%$661.2K———
USA Financial Formulas
N/A—1,773-1,773-100%$656.1K———
Cedarwood Wealth LLC
N/A—1,764-1,764-100%$652.9K———
Stillwater Capital Advisors, LLC
N/A—1,763-1,763-100%$652.4K———
Payne Capital Management, LLC
N/A—1,762-1,762-100%$652.1K———
Field & Main Bank
N/A—1,745-1,745-100%$645.7K———
Coign Capital Advisors LLC
N/A—1,741-1,741-100%$644.2K———
Xcelsior Advisor Partners LLC
N/A—1,741-1,741-100%$644.1K———
Legacy Capital Wealth Management, LLC
N/A—1,733-1,733-100%$641.3K———
Avos Capital Management, LLC
N/A—1,730-1,730-100%$640.3K———
Wayfinding Financial, LLC
N/A—1,721-1,721-100%$636.0K———
Granite Bay Wealth Management, LLC
N/A—1,714-1,714-100%$634.0K———
KilterHowling LLC
N/A—1,713-1,713-100%$633.8K———
Gamco Investors, Inc. ET AL
N/A—1,713-1,713-100%$633.9K———
Cannon Wealth Management Services, LLC
N/A—1,687-1,687-100%$624.4K———
Estate Planners Group, LLC
N/A—1,672-1,672-100%$618.6K———
Steffes Financial, Ltd.
N/A—1,667-1,667-100%$617.0K———
Swan Capital LLC
N/A—1,661-1,661-100%$614.6K———
First Financial Bankshares Inc
N/A—1,660-1,660-100%$614.3K———
Abbot Financial Management, Inc.
N/A—1,653-1,653-100%$611.7K———
Broadleaf Partners, LLC
N/A—1,651-1,651-100%$610.9K———
January Capital Advisors LLC
N/A—1,639-1,639-100%$606.5K———
Tulsa Wealth Advisors, Inc
N/A—1,635-1,635-100%$604.9K———
Fielder Capital Group LLC
N/A—1,619-1,619-100%$599.2K———
Novare Capital Management LLC
N/A—1,599-1,599-100%$591.7K———
Indie Asset Partners, LLC
N/A—1,595-1,595-100%$590.3K———
Fiduciary Wealth Partners, LLC
N/A—1,595-1,595-100%$590.1K———
Schiavi & Co LLC
N/A—1,595-1,595-100%$590.2K———
1ST Source Bank
N/A—1,592-1,592-100%$589.1K———
Figure 8 Investment Strategies LLC
N/A—1,583-1,583-100%$585.8K———
Dougherty & Associates, LLC
N/A—1,582-1,582-100%$585.6K———
Meramec Financial Planners, LLC
N/A—1,570-1,570-100%$573.1K———
Safe Harbor Fiduciary, LLC
N/A—1,570-1,570-100%$581.0K———
Truvestments Capital LLC
N/A—1,566-1,566-100%$579.5K———
Prasad Wealth Partners, LLC
N/A—1,562-1,562-100%$578.1K———
JCP Investment Management, LLCA
N/A—1,560-1,560-100%$577.3K———
Paradigm Capital Management, LLC
N/A—1,557-1,557-100%$576.0K———
One Wealth Advisors, LLC
N/A—1,553-1,553-100%$574.8K———
J.E. Simmons & Co., P.C.
N/A—1,549-1,549-100%$573.2K———
New Insight Wealth Advisors
N/A—1,548-1,548-100%$572.9K———
Mairs & Power Inc
N/A—1,547-1,547-100%$572.4K———
Darwin Wealth Management, LLC
N/A—1,538-1,538-100%$569.4K———
Taylor Hoffman Capital Management LLC
N/A—1,538-1,538-100%$569.1K———
Integrated Investment Consultants, LLC
N/A—1,528-1,528-100%$565.4K———
Sanchez Levi Garrett
N/A—1,527-1,527-100%$565.2K———
Charter Research & Investment Group, Inc.
N/A—1,509-1,509-100%$558.4K———
PlanVest Financial, Inc
N/A—1,495-1,495-100%$553.3K———
Godshalk Welsh Capital Management, Inc.
N/A—1,493-1,493-100%$552.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,492-1,492-100%$566.4K———
Blue Edge Capital, LLC
N/A—1,491-1,491-100%$551.5K———
Waddell & Associates, LLC
N/A—1,487-1,487-100%$550.3K———
Paragon Financial Partners, Inc.
N/A—1,444-1,444-100%$531.6K———
Lavaca Capital LLC
N/A—1,437-1,437-100%$531.7K———
Joule Financial, LLC
N/A—1,436-1,436-100%$531.6K———
Toronto Dominion Bank
N/A—1,430-1,430-100%$529.2K———
Trillium Asset Management, LLC
N/A—1,428-1,428-100%$528.4K———
Trailhead Planners LLC
N/A—1,426-1,426-100%$527.8K———
Holderness Investments Co
N/A—1,413-1,413-100%$522.9K———
Formulate Financial LLC
N/A—1,407-1,407-100%$520.7K———
Financial Sense Advisors, Inc.
N/A—1,403-1,403-100%$519.2K———
Fidelis Wealth Advisors LLC
N/A—1,401-1,401-100%$518.4K———
Price T Rowe Associates Inc
N/A—1,400-1,400-100%$519.0K———
Greykasell Wealth Strategies, Inc.
N/A—1,397-1,397-100%$517.0K———
Vermillion & White Wealth Management Group, LLC
N/A—1,380-1,380-100%$510.6K———
Mark Sheptoff Financial Planning, LLC
N/A—1,360-1,360-100%$503.3K———
Private Capital Management, LLC
N/A—1,357-1,357-100%$502.2K———
Meeder Advisory Services, Inc.
N/A—1,349-1,349-100%$499.2K———
One Wealth Map LLC
N/A—1,324-1,324-100%$477.2K———
Prostatis Group LLC
N/A—1,306-1,306-100%$483.3K———
Synergy Financial Group, LTD
N/A—1,294-1,294-100%$478.9K———
Qube Research & Technologies Ltd
N/A—1,293-1,293-100%$478.5K———
Lcnb Corp
N/A—1,293-1,293-100%$478.5K———
Paul R. Ried Financial Group, LLC
N/A—1,281-1,281-100%$474.0K———
Marshall Financial Group, LLC
N/A—1,265-1,265-100%$468.0K———
Main Street Research LLC
N/A—1,255-1,255-100%$464.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,244-1,244-100%$460.4K———
Fortis Advisors, LLC
N/A—1,244-1,244-100%$460.2K———
Mosaic Advisors LLC
N/A—1,238-1,238-100%$458.1K———
Oxinas Partners, LLC
N/A—1,231-1,231-100%$455.5K———
Great OAK Capital Partners, LLC
N/A—1,226-1,226-100%$453.5K———
Tribridge Partners Financial LLC
N/A—1,221-1,221-100%$446.0K———
Second Line Capital, LLC
N/A—1,219-1,219-100%$451.1K———
Mokan Wealth Management Inc.
N/A—1,217-1,217-100%$450.4K———
Impact Partnership Wealth, LLC
N/A—1,206-1,206-100%$446.1K———
Heritage Trust Co
N/A—1,174-1,174-100%$434.4K———
Goodman Financial Corp
N/A—1,172-1,172-100%$433.7K———
Vance Wealth, LLC
N/A—1,170-1,170-100%$433.1K———
Ruedi Wealth Management, Inc.
N/A—1,164-1,164-100%$430.6K———
Okabena Investment Services Inc
N/A—1,161-1,161-100%$429.6K———
Horizon Investments, LLC
N/A—1,155-1,155-100%$427.4K———
Axis Wealth Partners, LLC
N/A—1,133-1,133-100%$419.1K———
Schnieders Capital Management, Llc.
N/A—1,131-1,131-100%$418.5K———
Nvest Financial, LLC
N/A—1,130-1,130-100%$418.1K———
Kapstone Financial Advisors LLC
N/A—1,129-1,129-100%$417.8K———
Johns Hopkins University
N/A—1,124-1,124-100%$415.9K———
Southeast Asset Advisors, LLC
N/A—1,122-1,122-100%$415.4K———
Strive Financial Group,LLC
N/A—1,121-1,121-100%$414.9K———
Ameritas Investment Partners, Inc.
N/A—1,121-1,121-100%$415.0K———
Ark Wealth Advisors LLC
N/A—1,118-1,118-100%$413.7K———
Spectrum Investment Advisors, Inc.
N/A—1,118-1,118-100%$413.5K———
Compton Financial Group, LLC
N/A—1,112-1,112-100%$411.5K———
Strait & Sound Wealth Management LLC
N/A—1,109-1,109-100%$410.4K———
Townsquare Capital LLC
N/A—1,108-1,108-100%$410.2K———
Prestige Wealth Management Group LLC
N/A—1,106-1,106-100%$409.3K———
Ehrenkranz Partners L.P.
N/A—1,103-1,103-100%$408.4K———
Rollins Financial Advisors, LLC
N/A—1,103-1,103-100%$408.0K———
WealthTrust Axiom LLC
N/A—1,097-1,097-100%$405.8K———
Potentia Wealth
N/A—1,092-1,092-100%$404.1K———
Chaney Capital Management, Inc.
N/A—1,090-1,090-100%$403.3K———
Macro Advisors, Inc.
N/A—1,085-1,085-100%$401.5K———
Cape COD Five Cents Savings Bank
N/A—1,083-1,083-100%$400.8K———
Alteri Wealth LLC
N/A—1,069-1,069-100%$395.6K———
SPG Advisors LLC
N/A—1,050-1,050-100%$388.5K———
Wealth Alliance, LLC
N/A—1,049-1,049-100%$388.3K———
Farmers National Bank
N/A—1,045-1,045-100%$386.7K———
Goepper Burkhardt LLC
N/A—1,040-1,040-100%$384.8K———
Highland Investment Advisors LLC
N/A—1,037-1,037-100%$383.6K———
FSB Premier Wealth Management, Inc.
N/A—1,036-1,036-100%$383.3K———
Private Wealth Asset Management, LLC
N/A—1,025-1,025-100%$379.3K———
Paces Ferry Wealth Advisors, LLC
N/A—1,021-1,021-100%$377.7K———
Chatterton & Associates Inc.
N/A—1,012-1,012-100%$375.9K———
Premier Private Wealth Management LLC
N/A—1,012-1,012-100%$374.5K———
JBF Capital, Inc.
N/A—1,000-1,000-100%$370.0K———
Addison Capital Co
N/A—1,000-1,000-100%$369.9K———
Northstar Asset Management Inc
N/A—997-997-100%$368.9K———
Riverpoint Wealth Management Holdings, LLC
N/A—994-994-100%$367.9K———
KMT Wealth Management, LLC
N/A—993-993-100%$367.5K———
Abound Financial, LLC
N/A—992-992-100%$367.1K———
Core Wealth Advisors, Inc.
N/A—988-988-100%$365.6K———
Impax Asset Management Group plc
N/A—981-981-100%$363.1K———
Vigil Wealth Management, LLC
N/A—981-981-100%$363.0K———
CoreFirst Bank & Trust
N/A—980-980-100%$362.6K———
Phillips Wealth Planners LLC
N/A—980-980-100%$362.2K———
Retirement Planning Group, LLC / NY
N/A—968-968-100%$358.1K———
Matters Capital LLC
N/A—953-953-100%$352.6K———
Vines Capital Management, LLC
N/A—943-943-100%$348.9K———
Integrity Financial Corp
N/A—939-939-100%$347.3K———
Widmann Financial Services, Inc.
N/A—938-938-100%$347.1K———
Berkshire Asset Management LLC
N/A—933-933-100%$345.3K———
Lummis Asset Management, LP
N/A—933-933-100%$345.2K———
OneAscent Family Office, LLC
N/A—932-932-100%$345.0K———
Schrum Private Wealth Management LLC
N/A—922-922-100%$258.1K———
Horizon Kinetics Asset Management LLC
N/A—922-922-100%$341.2K———
Silicon Valley Capital Partners
N/A—922-922-100%$341.0K———
Sollinda Capital Management LLC
N/A—919-919-100%$339.9K———
Greenline Wealth Management LLC
N/A—915-915-100%$338.5K———
Viaable, LLC
N/A—909-909-100%$335.5K———
Revere Asset Management, Inc
N/A—908-908-100%$336.0K———
TFR Capital, Llc.
N/A—904-904-100%$334.5K———
Headlands Technologies LLC
N/A—904-904-100%$334.5K———
Dearborn Partners LLC
N/A—904-904-100%$334.5K———
Warner Group LLC
N/A—900-900-100%$333.0K———
Anchor Bay Capital, Inc.
N/A—891-891-100%$340.0K———
Navis Wealth Advisors, LLC
N/A—888-888-100%$328.5K———
Seascape Capital Management
N/A—887-887-100%$328.0K———
WealthTrak Capital Management LLC
N/A—884-884-100%$327.1K———
Storen Legacy Partners, LLC
N/A—884-884-100%$327.3K———
PCB Capital LLC
N/A—884-884-100%$327.0K———
Mmbg Investment Advisors Co.
N/A—880-880-100%$325.6K———
Markin Asset Management, LP
N/A—875-875-100%$323.8K———
Sivia Capital Partners, LLC
N/A—870-870-100%$321.9K———
Clifford Group, LLC
N/A—869-869-100%$321.6K———
Storgate, LLC
N/A—867-867-100%$320.8K———
McGowan Group Asset Management, Inc.
N/A—865-865-100%$320.1K———
Tudor Financial Inc.
N/A—859-859-100%$318.0K———
Cadence Wealth Management LLC
N/A—854-854-100%$315.9K———
Presidio Capital Management, LLC
N/A—854-854-100%$316.2K———
Traub Capital Management LLC
N/A—852-852-100%$315.4K———
Turner Financial Group, Inc.
N/A—840-840-100%$310.8K———
Summitpoint Capital Management
N/A—835-835-100%$308.9K———
Kickstand Ventures, Llc.
N/A—833-833-100%$308.2K———
Old North State Trust, LLC
N/A—828-828-100%$306.0K———
KKM Financial LLC
N/A—820-820-100%$303.4K———
Olde Wealth Management, LLC
N/A—815-815-100%$301.0K———
Concorde Asset Management, LLC
N/A—806-806-100%$298.1K———
Hill Investment Group Partners, LLC
N/A—805-805-100%$298.0K———
Park Place Capital Corp
N/A—801-801-100%$296.4K———
Beck Capital Management, LLC
N/A—797-797-100%$294.8K———
CCM Investment Advisers LLC
N/A—779-779-100%$288.3K———
Jackson Thornton Wealth Management, LLC
N/A—777-777-100%$287.5K———
Walsh & Associates, LLC
N/A—775-775-100%$286.8K———
Gator Capital Management, LLC
N/A—775-775-100%$286.8K———
Millstone Evans Group, LLC
N/A—774-774-100%$286.6K———
Dover Advisors, LLC
N/A—773-773-100%$259.2K———
Wharton Business Group, LLC
N/A—765-765-100%$283.1K———
Campbell Deegan Wealth Management, LLC
N/A—762-762-100%$281.9K———
Orographic Financial Advisors, LLC
N/A—758-758-100%$289———
Colonial Trust Co / SC
N/A—750-750-100%$277.5K———
Duncan Williams Asset Management, LLC
N/A—748-748-100%$276.9K———
McCartney Wealth Management LLC
N/A—747-747-100%$276.5K———
Bannerstone Capital Management, LLC
N/A—741-741-100%$274.4K———
Argent Advisors, Inc.
N/A—738-738-100%$273.3K———
Forum Private Client Group LLC
N/A—722-722-100%$267.1K———
Palisade Capital Management, LP
N/A—720-720-100%$266.5K———
Callahan Advisors, LLC
N/A—714-714-100%$264.1K———
Ingalls & Snyder LLC
N/A—712-712-100%$263.0K———
Adaptive Financial Consulting, LLC
N/A—711-711-100%$263.1K———
Ackerman Asset Management, LLC
N/A—709-709-100%$262.4K———
City National Bank of Florida
N/A—703-703-100%$260.1K———
Black Swift Group, LLC
N/A—700-700-100%$259.0K———
Morrissey Wealth Management, LLC
N/A—699-699-100%$264.4K———
Aventura Private Wealth, LLC
N/A—697-697-100%$257.9K———
Kilter Group LLC
N/A—686-686-100%$253.8K———
BlackDiamond Wealth Management, LLC
N/A—685-685-100%$261.5K———
one8zero8, LLC
N/A—684-684-100%$253.1K———
Copia Wealth Management
N/A—681-681-100%$252.0K———
MA Private Wealth
N/A—672-672-100%$248.7K———
Annandale Capital, LLC
N/A—670-670-100%$248.0K———
Invictus Private Wealth, LLC
N/A—669-669-100%$247.6K———
Westwood Holdings Group Inc
N/A—668-668-100%$247.4K———
Williamson Legacy Group, LLC
N/A—667-667-100%$246.8K———
Denver Wealth Management, Inc.
N/A—657-657-100%$243.1K———
Note Advisors, LLC
N/A—652-652-100%$241.3K———
Evoke Wealth, LLC
N/A—651-651-100%$240.9K———
Hall Capital Management Co Inc
N/A—625-625-100%$231.3K———
Threadgill Financial, LLC
N/A—621-621-100%$303.8K———
Group One Trading LLC
N/A—616-616-100%$227.9K———
Pacific SUN Financial Corp
N/A—614-614-100%$227.2K———
Round Rock Advisors LLC
N/A—610-610-100%$225.7K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—607-607-100%$224.6K———
HSBC Holdings PLC
N/A—603-603-100%$223.1K———
Shelton Capital Management
N/A—600-600-100%$222.0K———
Saiph Capital, LLC
N/A—600-600-100%$222.0K———
Aureus Asset Management, LLC
N/A—592-592-100%$219.2K———
Sky-Mountain Capital Management, Inc.
N/A—584-584-100%$216.3K———
M. Kulyk & Associates, LLC
N/A—584-584-100%$216.2K———
Ankerstar Wealth, LLC
N/A—567-567-100%$209.8K———
Leigh Baldwin & Co., LLC
N/A—562-562-100%$208.0K———
Byrne Financial Freedom, LLC
N/A—561-561-100%$207.6K———
Nelson Capital Management, LLC
N/A—556-556-100%$205.7K———
Tencap Wealth Coaching, LLC
N/A—551-551-100%$204.1K———
Fairlight Advisors
N/A—548-548-100%$202.9K———
Tandem Financial, LLC
N/A—546-546-100%$202.0K———
Scharf Investments, LLC
N/A—542-542-100%$200.6K———
Godfrey Financial Associates, Inc.
N/A—528-528-100%$195.4K———
NI Acquisitions Company, LLC
N/A—514-514-100%$190.2K———
Tradewinds, Llc.
N/A—500-500-100%$3.1M———
Cheviot Value Management, LLC
N/A—474-474-100%$175.4K———
Main Management LLC
N/A—464-464-100%$172.0K———
Investors Portfolio Services LLC
N/A—417-417-100%$154.3K———
Hamrick Investment Counsel, llc
N/A—416-416-100%$153.9K———
Nalls Sherbakoff Group, LLC
N/A—412-412-100%$152.6K———
Leo H. Evart, Inc.
N/A—406-406-100%$150.3K———
Schroder Investment Management Group
N/A—400-400-100%$148.0K———
Wallace Hart LLC
N/A—384-384-100%$142.1K———
Strategic Investment Solutions, Inc.
N/A—384-384-100%$142.1K———
Rock Creek Group LLC
N/A—348-348-100%$128.8K———
PIN OAK Investment Advisors Inc
N/A—339-339-100%$125.0K———
Ballast Advisors LLC
N/A—336-336-100%$124.3K———
JTC Employer Solutions Trustee Ltd
N/A—320-320-100%$118.0K———
SSA Swiss Advisors AG
N/A—300-300-100%$111.0K———
Glassy Mountain Advisors, Inc.
N/A—250-250-100%$92.5K———
Security National Bank of Sioux City Iowa
N/A—236-236-100%$87.3K———
Financial Gravity Companies, Inc.
N/A—182-182-100%$67.3K———
Matrix Private Capital Group LLC
N/A—179-179-100%$66.3K———
Pinney & Scofield, Inc.
N/A—175-175-100%$64.7K———
Allied Private Wealth LLC
N/A—170-170-100%$62.6K———
Quarry LP
N/A—164-164-100%$60.7K———
Bank of the Bluegrass & Trust Co.
N/A—163-163-100%$61.0K———
Tower Research Capital LLC (TRC)
N/A—161-161-100%$59.6K———
Kerr Financial Planning Corp
N/A—153-153-100%$56.6K———
Urban Financial Advisory Corp
N/A—147-147-100%$54.4K———
Quantum Capital Management, LLC / NJ
N/A—141-141-100%$52.2K———
Motco
N/A—126-126-100%$46.6K———
Luminist Capital LLC
N/A—124-124-100%$45.9K———
FWL Investment Management, LLC
N/A—120-120-100%$44.4K———
HFM Investment Advisors, LLC
N/A—118-118-100%$43.5K———
Financial Life Planners
N/A—104-104-100%$38.4K———
RED Reef Advisors LLC
N/A—104-104-100%$38.5K———
Mcguire Capital Advisors Inc
N/A—96-96-100%$35.5K———
Quantum Portfolio Management LLC
N/A—92-92-100%$34.0K———
Pursuit Wealth Strategies, LLC
N/A—88-88-100%$32.6K———
Tanglewood Legacy Advisors, LLC
N/A—77-77-100%$28.5K———
Burnham & Co LLC
N/A—77-77-100%$28.5K———
Ramirez Asset Management, Inc.
N/A—75-75-100%$27.8K———
Broadwater Capital Management LLC
N/A—72-72-100%$26.6K———
Westend Capital Management, LLC
N/A—68-68-100%$25.2K———
Bernard Wealth Management Corp.
N/A—65-65-100%$24.1K———
JDM Financial Group LLC
N/A—64-64-100%$23.7K———
Oakmont Advisory Group, LLC
N/A—57-57-100%$21.0K———
Morris Financial Concepts, Inc.
N/A—46-46-100%$17.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—44-44-100%$16.2K———
McMillan Office, Inc.
N/A—43-43-100%$15.9K———
Gould Capital, LLC
N/A—41-41-100%$15.2K———
Twin City Private Wealth, LLC
N/A—36-36-100%$13.3K———
Minot DeBlois Advisors LLC
N/A—36-36-100%$13.3K———
Chelsea Counsel Co
N/A—36-36-100%$13.3K———
Wiser Advisor Group LLC
N/A—35-35-100%$13.1K———
Ravenstone Capital Management Inc.
N/A—32-32-100%$11.8K———
Basepoint Wealth LLC
N/A—28-28-100%$10.4K———
Game Plan Financial Advisors, LLC
N/A—28-28-100%$10.4K———
Philadelphia Investment Partners, LLC
N/A—13-13-100%$4.9K———
Delos Wealth Advisors, LLC
N/A—11-11-100%$4.1K———
Nova Wealth Management, Inc.
N/A—3-3-100%$1.1K———
Showing 3803 of 3803 institutions