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Wisdomtree U.S. Quality Divi (DGRW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares11,261,674 from 11,266,011
Change-4,337 (0%)
Value$1.1B (+$17.8M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares10,692,966 from 11,095,584
Change-402,618 (-4%)
Value$1.0B (-$21.2M)
Filed 2026-11-06
Hamilton Capital, LLC
INCREASED
Shares7,246,278 from 7,201,068
Change+45,210 (+1%)
Value$704.6M (+$16.1M)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares1,521,212 from 1,451,061
Change+70,151 (+5%)
Value$147.9M (+$9.2M)
Filed 2026-11-05
Clearwater Capital Advisors, LLC
INCREASED
Shares956,379 from 938,490
Change+17,889 (+2%)
Value$93.0M (+$3.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares863,380 from 887,176
Change-23,796 (-3%)
Value$84.0M (-$876.7K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares833,624 from 842,307
Change-8,683 (-1%)
Value$81.1M (+$520.2K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares724,340 from 727,465
Change-3,125 (0%)
Value$71.5M (+$848.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares699,280 from 694,986
Change+4,294 (+1%)
Value$68.0M (+$1.5M)
Filed 2026-11-02
Schorn Wealth LLC
INCREASED
Shares659,242 from 622,496
Change+36,746 (+6%)
Value$64.1M (+$4.6M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares640,262 from 114,868
Change+525,394 (+457%)
Value$62.3M (+$51.3M)
Filed 2026-10-21
Spinnaker Investment Group, LLC
DECREASED
Shares639,351 from 642,340
Change-2,989 (0%)
Value$62.2M (+$749.8K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares577,509 from 580,499
Change-2,990 (-1%)
Value$56.2M (+$649.7K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares534,308 from 10,536
Change+523,772 (+4971%)
Value$52.0M (+$50.9M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares515,399 from 514,533
Change+866 (+0%)
Value$50.1K (-$49.1M)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares456,600 from 497,158
Change-40,558 (-8%)
Value$44.4M (-$3.1M)
Filed 2026-10-28
Team Financial Group, LLC
INCREASED
Shares415,303 from 407,395
Change+7,908 (+2%)
Value$40.4M (+$1.4M)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares408,970 from 406,971
Change+1,999 (+0%)
Value$39.8M (+$853.7K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares394,388 from 403,172
Change-8,784 (-2%)
Value$38.4M (-$201.0K)
Filed 2026-11-06
Taiyo Life Insurance Co
UNCHANGED
Shares390,000 from 390,000
Change0 (0%)
Value$37.9K (-$37.3M)
Filed 2026-10-20
Howard Financial Services, Ltd.
INCREASED
Shares389,329 from 382,566
Change+6,763 (+2%)
Value$37.9M (+$1.3M)
Filed 2026-10-15
Winthrop Advisory Group LLC
INCREASED
Shares374,064 from 356,925
Change+17,139 (+5%)
Value$36.4M (+$2.2M)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares362,069 from 768,169
Change-406,100 (-53%)
Value$35.2M (-$35.2M)
Filed 2026-11-06
Pinnacle Associates LTD
INCREASED
Shares350,681 from 333,133
Change+17,548 (+5%)
Value$34.1M (+$2.2M)
Filed 2026-10-20
Choice Wealth Advisors LLC
INCREASED
Shares336,008 from 330,979
Change+5,029 (+2%)
Value$32.7M (+$1.0M)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
INCREASED
Shares333,127 from 309,723
Change+23,404 (+8%)
Value$32.4M (+$2.8M)
Filed 2026-10-20
LVM Capital Management LTD
INCREASED
Shares294,702 from 291,804
Change+2,898 (+1%)
Value$28.7M (+$28.6M)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares292,226 from 291,189
Change+1,037 (+0%)
Value$28.4M (+$572.6K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares291,812 from 276,849
Change+14,963 (+5%)
Value$28.4M (+$1.9M)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares276,255 from 280,702
Change-4,447 (-2%)
Value$26.9M (+$22.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares273,415 from 273,588
Change-173 (0%)
Value$26.6M (+$426.4K)
Filed 2026-10-08
ACT Advisors, Llc.
INCREASED
Shares244,625 from 243,485
Change+1,140 (+0%)
Value$23.8M (+$505.3K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares243,918 from 242,422
Change+1,496 (+1%)
Value$23.7M (+$538.1K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares242,925 from 237,279
Change+5,646 (+2%)
Value$23.6M (+$933.5K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares237,604 from 222,142
Change+15,462 (+7%)
Value$23.1M (+$1.9M)
Filed 2026-10-23
Compass Financial Services Inc
INCREASED
Shares231,633 from 231,370
Change+263 (+0%)
Value$22.5M (+$400.5K)
Filed 2026-11-06
CRA Financial Services, LLC
INCREASED
Shares228,288 from 221,273
Change+7,015 (+3%)
Value$22.2M (+$1.0M)
Filed 2026-10-16
Cresta Advisors, Ltd.
DECREASED
Shares220,729 from 250,466
Change-29,737 (-12%)
Value$21.5M (-$2.5M)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares217,961 from 242,412
Change-24,451 (-10%)
Value$21.2M (-$2.0M)
Filed 2026-10-20
Columbia Advisory Partners LLC
DECREASED
Shares216,581 from 229,630
Change-13,049 (-6%)
Value$21.1M (-$896.9K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares205,220 from 66,007
Change+139,213 (+211%)
Value$20.2M (+$13.9M)
Filed 2026-11-04
BCM Advisors, LLC
DECREASED
Shares202,170 from 378,553
Change-176,383 (-47%)
Value$19.9M (-$16.2M)
Filed 2026-11-03
Eagle Wealth Strategies LLC
DECREASED
Shares197,088 from 198,832
Change-1,744 (-1%)
Value$19.2M (+$152.5K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares195,818 from 197,509
Change-1,691 (-1%)
Value$19.0M (+$155.5K)
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares195,417 from 191,164
Change+4,253 (+2%)
Value$19.0M (+$723.2K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares188,036 from 216,316
Change-28,280 (-13%)
Value$18.3K (-$20.7M)
Filed 2026-11-05
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares184,940 from 206,369
Change-21,429 (-10%)
Value$18.0M (-$1.7M)
Filed 2026-10-14
MB, Levis & Associates, LLC
DECREASED
Shares172,749 from 174,441
Change-1,692 (-1%)
Value$16.8M (+$118.0K)
Filed 2026-10-16
TopTier Wealth Management, LLC
INCREASED
Shares172,605 from 163,408
Change+9,197 (+6%)
Value$16.8M (+$1.2M)
Filed 2026-10-16
Alpha Zero LLC
INCREASED
Shares171,875 from 133,076
Change+38,799 (+29%)
Value$16.7M (+$3.8M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares170,580 from 198,910
Change-28,330 (-14%)
Value$16.6M (-$2.4M)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares168,945 from 169,182
Change-237 (0%)
Value$16.4M (+$251.0K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares160,837 from 182,751
Change-21,914 (-12%)
Value$15.6M (-$1.8M)
Filed 2026-10-15
Solano Wealth Investment Advisors LLC
DECREASED
Shares158,274 from 159,765
Change-1,491 (-1%)
Value$15.4M (+$113.8K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares153,652 from 195,666
Change-42,014 (-21%)
Value$14.9M (-$3.8M)
Filed 2026-10-16
Williams Financial, LLC
INCREASED
Shares150,043 from 147,038
Change+3,005 (+2%)
Value$14.6M (+$530.4K)
Filed 2026-10-19
Lauer Wealth, LLC
DECREASED
Shares149,790 from 151,513
Change-1,723 (-1%)
Value$14.8M (+$193.7K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares143,071 from 139,746
Change+3,325 (+2%)
Value$13.9M (+$549.7K)
Filed 2026-10-08
United Advisor Group, LLC
INCREASED
Shares142,538 from 141,827
Change+711 (+1%)
Value$13.9M (+$298.9K)
Filed 2026-11-03
IAG Wealth Partners, LLC
INCREASED
Shares132,584 from 128,898
Change+3,686 (+3%)
Value$12.9M (+$567.2K)
Filed 2026-11-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares128,887 from 128,005
Change+882 (+1%)
Value$12.5M (+$293.1K)
Filed 2026-10-28
Darrow Company, Inc.
INCREASED
Shares124,511 from 120,844
Change+3,667 (+3%)
Value$12.1M (+$555.3K)
Filed 2026-10-22
MBA Advisors LLC
INCREASED
Shares124,472 from 119,649
Change+4,823 (+4%)
Value$12.1M (+$662.8K)
Filed 2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED
Shares118,187 from 122,661
Change-4,474 (-4%)
Value$11.5M (-$236.4K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares112,780 from 112,047
Change+733 (+1%)
Value$11.0M (+$252.7K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares108,615 from 113,879
Change-5,264 (-5%)
Value$10.6M (-$327.4K)
Filed 2026-10-19
Certuity, LLC
DECREASED
Shares104,306 from 105,076
Change-770 (-1%)
Value$10.1M (+$95.4K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares102,151 from 104,521
Change-2,370 (-2%)
Value$9.9M (-$61.1K)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares101,621 from 500
Change+101,121 (+20224%)
Value$9.9M (+$9.8M)
Filed 2026-11-03
Journey Advisory Group, LLC
DECREASED
Shares100,340 from 105,286
Change-4,946 (-5%)
Value$9.8M (-$310.4K)
Filed 2026-11-04
Riverbend Wealth Management, LLC
INCREASED
Shares96,235 from 88,670
Change+7,565 (+9%)
Value$9.4M (+$879.2K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares94,563 from 101,121
Change-6,558 (-6%)
Value$9.2M (-$473.9K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares92,081 from 95,447
Change-3,366 (-4%)
Value$9.0M (-$172.7K)
Filed 2026-10-27
Gray Private Wealth, LLC
INCREASED
Shares90,516 from 88,769
Change+1,747 (+2%)
Value$8.8M (+$313.7K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares86,837 from 99,974
Change-13,137 (-13%)
Value$8.4M (-$1.1M)
Filed 2026-10-26
Albion Financial Group
DECREASED
Shares85,259 from 85,269
Change-10 (0%)
Value$8.3M (+$137.2K)
Filed 2026-10-21
Stenger Family Office, LLC
DECREASED
Shares85,074 from 292,242
Change-207,168 (-71%)
Value$8.5M (-$19.4M)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
DECREASED
Shares80,036 from 86,377
Change-6,341 (-7%)
Value$7.8M (-$476.7K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares78,247 from 68,238
Change+10,009 (+15%)
Value$7.6M (+$1.1M)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares77,711 from 77,099
Change+612 (+1%)
Value$7.6M (+$184.4K)
Filed 2026-11-02
White Pine Investment Co
INCREASED
Shares77,290 from 75,688
Change+1,602 (+2%)
Value$7.5K (-$7.2M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares74,132 from 68,132
Change+6,000 (+9%)
Value$7.2M (+$693.8K)
Filed 2026-10-28
FFG Retirement Advisors LLC
INCREASED
Shares72,003 from 70,624
Change+1,379 (+2%)
Value$7.0M (+$248.6K)
Filed 2026-10-20
Fermata Advisors, LLC
INCREASED
Shares71,694 from 58,390
Change+13,304 (+23%)
Value$7.0M (+$1.4M)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares69,551 from 69,767
Change-216 (0%)
Value$6.8M (+$92.0K)
Filed 2026-10-23
Melone Private Wealth, LLC
INCREASED
Shares67,706 from 64,242
Change+3,464 (+5%)
Value$6.6M (+$440.9K)
Filed 2026-10-16
Cpwa, LLC
INCREASED
Shares67,368 from 65,443
Change+1,925 (+3%)
Value$6.7M (+$426.6K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares66,502 from 66,066
Change+436 (+1%)
Value$6.5M (+$149.4K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares65,414 from 78,747
Change-13,333 (-17%)
Value$6.4M (-$1.2M)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares65,118 from 66,301
Change-1,183 (-2%)
Value$6.3M (-$7.7K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares64,529 from 61,114
Change+3,415 (+6%)
Value$6.3M (+$431.1K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares63,276 from 61,729
Change+1,547 (+3%)
Value$6.2M (+$250.5K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares63,254 from 56,915
Change+6,339 (+11%)
Value$6.2K (-$5.4M)
Filed 2026-10-26
Grey Ledge Advisors, LLC
DECREASED
Shares62,091 from 62,359
Change-268 (0%)
Value$6.0M (+$74.9K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares61,652 from 60,080
Change+1,572 (+3%)
Value$6.0M (+$250.1K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares61,399 from 64,046
Change-2,647 (-4%)
Value$6.0M (-$153.7K)
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
DECREASED
Shares59,842 from 61,319
Change-1,477 (-2%)
Value$5.8M (-$44.3K)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares58,860 from 63,762
Change-4,902 (-8%)
Value$5.7M (-$373.3K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares58,649 from 61,065
Change-2,416 (-4%)
Value$5.7M (-$136.0K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares57,783 from 57,771
Change+12 (+0%)
Value$5.6M (+$94.7K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares56,253 from 55,899
Change+354 (+1%)
Value$5.5M (+$125.0K)
Filed 2026-10-08
Powers Advisory Group, LLC
INCREASED
Shares55,247 from 48,081
Change+7,166 (+15%)
Value$5.4M (+$774.6K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares54,877 from 44,321
Change+10,556 (+24%)
Value$5.3M (+$1.1M)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares54,774 from 54,485
Change+289 (+1%)
Value$5.3M (+$116.4K)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
INCREASED
Shares54,093 from 47,915
Change+6,178 (+13%)
Value$5.3M (+$650.8K)
Filed 2026-10-01
Kraft, Davis & Associates, LLC
DECREASED
Shares53,946 from 55,819
Change-1,873 (-3%)
Value$5.3M (-$14.1K)
Filed 2026-10-21
Burns Matteson Capital Management, LLC
INCREASED
Shares53,298 from 52,197
Change+1,101 (+2%)
Value$5.2M (+$191.6K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares52,552 from 51,547
Change+1,005 (+2%)
Value$5.1M (+$181.2K)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares49,162 from 49,215
Change-53 (0%)
Value$4.8M (+$74.6K)
Filed 2026-10-28
First National Trust Co
INCREASED
Shares48,745 from 48,741
Change+4 (+0%)
Value$4.7M (+$79.4K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares47,505 from 830
Change+46,675 (+5623%)
Value$4.6M (+$4.5M)
Filed 2026-11-03
Aries Wealth Management
DECREASED
Shares47,221 from 48,161
Change-940 (-2%)
Value$4.6M (-$13.4K)
Filed 2026-10-23
Citizens National Bank Trust Department
DECREASED
Shares46,405 from 46,698
Change-293 (-1%)
Value$4.5M (+$47.2K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares46,002
Change+46,002
Value$4.5M
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares44,965 from 139,810
Change-94,845 (-68%)
Value$4.4M (-$9.0M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares44,009 from 43,787
Change+222 (+1%)
Value$4.3M (+$92.5K)
Filed 2026-10-22
Lotus Asset Management LLC
INCREASED
Shares43,935 from 41,514
Change+2,421 (+6%)
Value$4.3M (+$302.6K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares43,336 from 43,424
Change-88 (0%)
Value$4.2M (+$61.8K)
Filed 2026-10-15
Family Capital Management, Inc.
DECREASED
Shares42,873 from 43,563
Change-690 (-2%)
Value$4.2M (+$3.4K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares42,820 from 42,816
Change+4 (+0%)
Value$4.2M (+$68.5K)
Filed 2026-10-09
Waterway Wealth Management, LLC
DECREASED
Shares37,073 from 37,946
Change-873 (-2%)
Value$3.6M (-$23.4K)
Filed 2026-10-28
Etesian Wealth Advisors, Inc.
INCREASED
Shares35,033 from 31,975
Change+3,058 (+10%)
Value$3.4M (+$349.2K)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
DECREASED
Shares34,324 from 89,504
Change-55,180 (-62%)
Value$3.3M (-$5.2M)
Filed 2026-10-14
Meridian Financial Partners LLC
DECREASED
Shares33,888 from 34,905
Change-1,017 (-3%)
Value$3.4M (-$5.5K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares32,783 from 39,057
Change-6,274 (-16%)
Value$3.2M (-$546.8K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED
Shares31,930 from 31,556
Change+374 (+1%)
Value$3.1M (+$87.5K)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares31,162 from 31,242
Change-80 (0%)
Value$3.0M (+$42.8K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
INCREASED
Shares31,103 from 20,627
Change+10,476 (+51%)
Value$3.0K (+$1.1K)
Filed 2026-10-27
Orba Wealth Advisors, L.L.C.
DECREASED
Shares30,324 from 30,730
Change-406 (-1%)
Value$2.9M (+$10.3K)
Filed 2026-10-23
Uhlmann Price Securities, LLC
INCREASED
Shares29,862 from 12,430
Change+17,432 (+140%)
Value$2.9M (+$1.7M)
Filed 2026-11-03
Centerpoint Advisory Group
UNCHANGED
Shares29,686 from 29,686
Change0 (0%)
Value$2.9M (+$48.1K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
DECREASED
Shares29,576 from 31,261
Change-1,685 (-5%)
Value$2.9M (-$113.2K)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares29,176 from 30,111
Change-935 (-3%)
Value$2.8M (-$42.1K)
Filed 2026-10-08
Stonebridge Financial Group, LLC
UNCHANGED
Shares29,143 from 29,143
Change0 (0%)
Value$2.8M (+$47.2K)
Filed 2026-10-01
Triad Wealth Partners, LLC
INCREASED
Shares28,791 from 28,091
Change+700 (+2%)
Value$2.8M (+$52.9K)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares28,004 from 28,002
Change+2 (+0%)
Value$2.7M (+$45.5K)
Filed 2026-11-03
Sentinel Pension Advisors, LLC
INCREASED
Shares27,990 from 27,922
Change+68 (+0%)
Value$2.7M (+$44.8K)
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares27,943 from 28,008
Change-65 (0%)
Value$2.7M (+$39.0K)
Filed 2026-10-14
WealthPoint Financial, LLC
DECREASED
Shares27,648 from 27,675
Change-27 (0%)
Value$2.7M (+$42.2K)
Filed 2026-11-03
Sound Portfolio Advisors, LLC
INCREASED
Shares27,484 from 26,933
Change+551 (+2%)
Value$2.7M (+$97.2K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares27,456 from 23,345
Change+4,111 (+18%)
Value$2.7M (+$437.6K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares26,687 from 26,623
Change+64 (+0%)
Value$2.6M (+$92.5K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares26,478 from 24,200
Change+2,278 (+9%)
Value$2.6M (+$260.7K)
Filed 2026-10-14
Continuum Wealth Advisors, LLC
DECREASED
Shares26,323 from 26,793
Change-470 (-2%)
Value$2.6M (-$2.3K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares26,048 from 26,829
Change-781 (-3%)
Value$2.5M (-$32.5K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares25,846 from 26,689
Change-843 (-3%)
Value$2.5M (-$38.7K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED
Shares25,308 from 24,683
Change+625 (+3%)
Value$2.5M (+$100.8K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares25,114 from 24,165
Change+949 (+4%)
Value$2.4M (+$131.4K)
Filed 2026-11-05
Asset One Wealth Management LLC
DECREASED
Shares24,934 from 28,876
Change-3,942 (-14%)
Value$2.4M (-$368.9K)
Filed 2026-11-02
Berkeley, Inc
DECREASED
Shares24,723 from 26,590
Change-1,867 (-7%)
Value$2.4M (-$138.4K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares24,179 from 25,654
Change-1,475 (-6%)
Value$2.4M (-$98.8K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
UNCHANGED
Shares23,954 from 23,954
Change0 (0%)
Value$2.3M (+$38.8K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares23,769 from 24,814
Change-1,045 (-4%)
Value$2.3M (-$61.4K)
Filed 2026-10-23
Winter & Associates, Inc.
DECREASED
Shares23,593 from 23,648
Change-55 (0%)
Value$2.3M (+$83.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares23,345 from 19,565
Change+3,780 (+19%)
Value$2.3M (+$399.2K)
Filed 2026-10-23
Avaii Wealth Management, LLC
DECREASED
Shares23,241 from 23,727
Change-486 (-2%)
Value$2.3M (+$12.5K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares23,010 from 21,439
Change+1,571 (+7%)
Value$2.3M (+$223.2K)
Filed 2026-10-27
Narwhal Capital Management
INCREASED
Shares21,797 from 21,779
Change+18 (+0%)
Value$2.1M (+$37.0K)
Filed 2026-11-04
Vivid Wealth Management, LLC
DECREASED
Shares21,312 from 21,415
Change-103 (0%)
Value$2.1M (+$24.7K)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares21,288 from 21,239
Change+49 (+0%)
Value$2.1M (+$39.2K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares21,241 from 21,330
Change-89 (0%)
Value$2.1M (+$25.9K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares21,060 from 23,786
Change-2,726 (-11%)
Value$2.0M (-$226.6K)
Filed 2026-10-07
Nikulski Financial, Inc.
DECREASED
Shares20,895 from 22,227
Change-1,332 (-6%)
Value$2.0M (-$93.6K)
Filed 2026-11-06
Summit Investment Advisory Services, LLC
INCREASED
Shares20,546 from 20,112
Change+434 (+2%)
Value$2.0M (+$74.7K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares19,911 from 20,266
Change-355 (-2%)
Value$1.9M (-$1.7K)
Filed 2026-10-21
Sherman Wealth Management LLC
INCREASED
Shares19,734 from 19,605
Change+129 (+1%)
Value$1.9M (+$44.3K)
Filed 2026-10-16
Sanchez Wealth Management Group
DECREASED
Shares19,585 from 378,315
Change-358,730 (-95%)
Value$1.9M (-$34.3M)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares19,092 from 22,418
Change-3,326 (-15%)
Value$1.9M (-$287.1K)
Filed 2026-10-28
NewSquare Capital LLC
INCREASED
Shares18,999 from 18,289
Change+710 (+4%)
Value$1.8M (+$98.7K)
Filed 2026-11-06
Avalon Capital Management
UNCHANGED
Shares18,514 from 18,514
Change0 (0%)
Value$1.8M (+$30.0K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares18,432 from 22,194
Change-3,762 (-17%)
Value$1.8M (-$329.9K)
Filed 2026-11-05
Quartz Partners, LLC
INCREASED
Shares18,179 from 17,639
Change+540 (+3%)
Value$1.8M (+$81.1K)
Filed 2026-11-03
Guidance Capital, Inc
DECREASED
Shares17,970 from 18,370
Change-400 (-2%)
Value$1.8M (-$16.0K)
Filed 2026-11-03
Rubicon Advisors, GP
DECREASED
Shares17,955 from 17,958
Change-3 (0%)
Value$1.7M (+$28.8K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares17,946 from 18,889
Change-943 (-5%)
Value$1.7M (-$69.2K)
Filed 2026-10-23
Fulton Bank, N.A.
INCREASED
Shares17,528 from 14,982
Change+2,546 (+17%)
Value$1.7M (+$271.8K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares17,423 from 17,423
Change0 (0%)
Value$1.7M (+$28.2K)
Filed 2026-10-27
Lynx Investment Advisory
NEW
Shares17,290
Change+17,290
Value$1.7M
Filed 2026-10-27
RMR Wealth Builders
DECREASED
Shares17,040 from 17,117
Change-77 (0%)
Value$1.7M (+$20.2K)
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares16,992 from 14,745
Change+2,247 (+15%)
Value$1.7M (+$242.4K)
Filed 2026-10-22
Viewpoint Investment Partners Corp
DECREASED
Shares16,975 from 58,635
Change-41,660 (-71%)
Value$1.7M (-$4.0M)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares16,893 from 16,888
Change+5 (+0%)
Value$1.6M (+$27.8K)
Filed 2026-11-04
G&S Capital LLC
DECREASED
Shares16,892 from 18,384
Change-1,492 (-8%)
Value$1.6M (-$115.3K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares16,467 from 16,389
Change+78 (+0%)
Value$1.6M (+$34.2K)
Filed 2026-10-08
Guyasuta Investment Advisors Inc
INCREASED
Shares16,263 from 7,196
Change+9,067 (+126%)
Value$1.6M (+$893.3K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
DECREASED
Shares16,191 from 20,378
Change-4,187 (-21%)
Value$1.6M (-$374.1K)
Filed 2026-10-26
Wealth Management Resources, Inc.
INCREASED
Shares15,826 from 15,799
Change+27 (+0%)
Value$1.5M (+$28.2K)
Filed 2026-10-21
Retirement Guys Formula LLC
INCREASED
Shares15,804 from 15,738
Change+66 (+0%)
Value$1.5M (+$32.0K)
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares15,653 from 18,011
Change-2,358 (-13%)
Value$1.5M (-$200.1K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares15,642 from 41,030
Change-25,388 (-62%)
Value$1.5M (-$2.4M)
Filed 2026-10-15
WealthBridge Capital Management, LLC
DECREASED
Shares15,556 from 16,008
Change-452 (-3%)
Value$1.5M (-$18.0K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares15,163 from 18,550
Change-3,387 (-18%)
Value$1.5M (-$299.2K)
Filed 2026-10-15
Glenview Trust Co
DECREASED
Shares14,617 from 14,643
Change-26 (0%)
Value$1.4M (+$21.2K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares14,544 from 15,107
Change-563 (-4%)
Value$1.4M (-$30.3K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares14,506 from 13,707
Change+799 (+6%)
Value$1.4M (+$100.0K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares14,359 from 14,366
Change-7 (0%)
Value$1.4M (+$42.6K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares14,252 from 14,294
Change-42 (0%)
Value$1.4M (+$19.1K)
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares14,197 from 13,220
Change+977 (+7%)
Value$1.4M (+$116.4K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares13,911 from 12,656
Change+1,255 (+10%)
Value$1.4M (+$142.5K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares13,883 from 13,884
Change-1 (0%)
Value$1.3M (+$22.4K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED
Shares13,822 from 21,235
Change-7,413 (-35%)
Value$1.3K (-$1.1M)
Filed 2026-11-04
Central Valley Advisors, LLC
DECREASED
Shares13,551 from 14,360
Change-809 (-6%)
Value$1.3M (-$55.4K)
Filed 2026-10-27
Stonebridge Wealth Management, LLC
DECREASED
Shares13,487 from 14,419
Change-932 (-6%)
Value$1.3M (-$67.3K)
Filed 2026-10-09
Magnus Financial Group LLC
NEW
Shares13,431
Change+13,431
Value$1.3M
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares13,422 from 5,703
Change+7,719 (+135%)
Value$1.3M (+$759.8K)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares13,338 from 13,311
Change+27 (+0%)
Value$1.3M (+$24.2K)
Filed 2026-10-20
RKL Wealth Management LLC
DECREASED
Shares13,015 from 13,862
Change-847 (-6%)
Value$1.3M (-$59.9K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares12,983 from 13,858
Change-875 (-6%)
Value$1.3M (-$62.6K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,897 from 8,710
Change+4,187 (+48%)
Value$1.3M (+$421.3K)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares12,845 from 13,039
Change-194 (-1%)
Value$1.2M (+$2.3K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares12,619 from 12,615
Change+4 (+0%)
Value$1.2M (+$20.8K)
Filed 2026-10-21
Capital Investment Advisors, LLC
INCREASED
Shares12,561 from 8,941
Change+3,620 (+40%)
Value$1.2M (+$366.5K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED
Shares12,557 from 12,699
Change-142 (-1%)
Value$1.2M (+$6.8K)
Filed 2026-10-16
Ted Buchan & Co
DECREASED
Shares12,540 from 12,680
Change-140 (-1%)
Value$1.2M (+$6.9K)
Filed 2026-10-23
Peck Wealth Management, LLC
DECREASED
Shares12,406 from 12,581
Change-175 (-1%)
Value$1.2M (+$3.4K)
Filed 2026-10-29
Elevation Capital Advisory, LLC
DECREASED
Shares11,868 from 13,624
Change-1,756 (-13%)
Value$1.2M (-$148.7K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
UNCHANGED
Shares11,755 from 11,755
Change0 (0%)
Value$1.1M (+$19.1K)
Filed 2026-10-21
Gryphon Financial Partners LLC
UNCHANGED
Shares11,572 from 11,572
Change0 (0%)
Value$1.1M (+$18.7K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares11,302 from 10,967
Change+335 (+3%)
Value$1.1M (+$50.4K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares11,261 from 11,434
Change-173 (-2%)
Value$1.1M (+$1.7K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares11,238 from 11,399
Change-161 (-1%)
Value$1.1M (+$2.8K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares11,144 from 11,395
Change-251 (-2%)
Value$1.1M (-$6.0K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
DECREASED
Shares11,117 from 11,132
Change-15 (0%)
Value$1.1M (+$16.5K)
Filed 2026-10-20
Colorado Capital Management, Inc.
UNCHANGED
Shares10,991 from 10,991
Change0 (0%)
Value$1.1K (+$18)
Filed 2026-10-15
Raub Brock Capital Management LP
INCREASED
Shares10,747 from 10,726
Change+21 (+0%)
Value$1.0M (+$19.4K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares10,519 from 3,730
Change+6,789 (+182%)
Value$1.0M (+$666.2K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares10,486 from 12,363
Change-1,877 (-15%)
Value$1.0M (-$159.9K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares10,447 from 18,798
Change-8,351 (-44%)
Value$1.0M (-$781.6K)
Filed 2026-10-15
Bison Wealth, LLC
DECREASED
Shares10,022 from 11,228
Change-1,206 (-11%)
Value$994.3K (-$86.2K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares10,011 from 10,009
Change+2 (+0%)
Value$973.5K (+$16.4K)
Filed 2026-10-23
Greenwood Gearhart LLC
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$973.4K (+$16.2K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares9,960 from 5,653
Change+4,307 (+76%)
Value$969.3K (+$422.7K)
Filed 2026-11-03
Trust Point Inc.
UNCHANGED
Shares9,696 from 9,696
Change0 (0%)
Value$942.8K (+$15.7K)
Filed 2026-10-27
Bulwark Capital Corp
DECREASED
Shares9,572 from 9,846
Change-274 (-3%)
Value$930.8K (-$10.7K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares9,510 from 9,491
Change+19 (+0%)
Value$924.8K (+$19.0K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares9,495 from 8,735
Change+760 (+9%)
Value$923.3K (+$88.1K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares9,391 from 8,905
Change+486 (+5%)
Value$913.2K (+$61.7K)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares9,388 from 10,861
Change-1,473 (-14%)
Value$912.9K (-$125.6K)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares9,374 from 9,774
Change-400 (-4%)
Value$911.6K (-$23.1K)
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares9,170 from 9,170
Change0 (0%)
Value$891.7K (+$14.9K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares9,151 from 14,464
Change-5,313 (-37%)
Value$889.8K (-$493.2K)
Filed 2026-10-23
Horizon Wealth Management, LLC
DECREASED
Shares9,143 from 9,313
Change-170 (-2%)
Value$889.0K (-$1.5K)
Filed 2026-11-02
Avestar Capital, LLC
NEW
Shares9,136
Change+9,136
Value$888.4K
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares9,101 from 9,250
Change-149 (-2%)
Value$885.0K (+$487)
Filed 2026-11-04
Howard Bailey Securities, LLC
DECREASED
Shares9,053 from 9,259
Change-206 (-2%)
Value$880.3K (-$5.1K)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares8,919 from 8,322
Change+597 (+7%)
Value$867.3K (+$71.5K)
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares8,784 from 8,761
Change+23 (+0%)
Value$854.2K (+$16.5K)
Filed 2026-10-20
Valmark Advisers, Inc.
UNCHANGED
Shares8,767 from 8,767
Change0 (0%)
Value$852.5K (+$14.2K)
Filed 2026-11-06
NWF Advisory Services Inc.
INCREASED
Shares8,703 from 8,456
Change+247 (+3%)
Value$846.3K (+$37.9K)
Filed 2026-10-19
1834 Investment Advisors Co
NEW
Shares8,378
Change+8,378
Value$814.7K
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares8,328 from 9,300
Change-972 (-10%)
Value$809.8K (-$79.5K)
Filed 2026-10-16
Noble Wealth Management PBC
DECREASED
Shares8,308 from 9,406
Change-1,098 (-12%)
Value$807.9K (-$91.5K)
Filed 2026-10-01
Archer Investment Management, LLC
DECREASED
Shares8,170 from 8,775
Change-605 (-7%)
Value$794.5K (-$44.7K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares8,131 from 8,131
Change0 (0%)
Value$790.7K (+$13.2K)
Filed 2026-10-15
Allen Capital Group, LLC
DECREASED
Shares8,058 from 8,108
Change-50 (-1%)
Value$783.5K (+$8.3K)
Filed 2026-10-27
Atlas Private Wealth Advisors
DECREASED
Shares8,034 from 9,639
Change-1,605 (-17%)
Value$781.2K (-$140.4K)
Filed 2026-10-23
Old National Bancorp
INCREASED
Shares7,988 from 6,828
Change+1,160 (+17%)
Value$776.8K (+$123.9K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares7,934 from 7,499
Change+435 (+6%)
Value$771.5K (+$54.4K)
Filed 2026-10-28
Thrive Wealth Management, LLC
DECREASED
Shares7,903 from 7,931
Change-28 (0%)
Value$768.5K (+$10.1K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
DECREASED
Shares7,873 from 7,875
Change-2 (0%)
Value$765.5K (+$12.5K)
Filed 2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares7,790 from 7,790
Change0 (0%)
Value$757.5K (+$12.6K)
Filed 2026-11-02
Simon Quick Advisors, LLC
UNCHANGED
Shares7,762 from 7,762
Change0 (0%)
Value$754.8K (+$12.6K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares7,564 from 7,485
Change+79 (+1%)
Value$735.5K (+$19.8K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares7,462 from 7,622
Change-160 (-2%)
Value$725.6K (-$3.2K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares7,376 from 7,254
Change+122 (+2%)
Value$717.3K (+$23.6K)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED
Shares7,362 from 7,362
Change0 (0%)
Value$715.9K (+$11.9K)
Filed 2026-11-05
Redwood Family Wealth LLC
INCREASED
Shares7,272 from 7,224
Change+48 (+1%)
Value$707.1K (+$16.2K)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares7,067 from 7,954
Change-887 (-11%)
Value$687.2K (-$73.3K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$685.5K (+$11.4K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares6,942 from 6,942
Change0 (0%)
Value$675.0K (+$11.2K)
Filed 2026-10-15
GW Henssler & Associates LTD
INCREASED
Shares6,913 from 6,896
Change+17 (+0%)
Value$672.2K (+$12.8K)
Filed 2026-10-26
truNorth Financial Services, Inc.
DECREASED
Shares6,838 from 7,088
Change-250 (-4%)
Value$664.9K (-$12.8K)
Filed 2026-11-06
Bokf, NA
UNCHANGED
Shares6,830 from 6,830
Change0 (0%)
Value$664.1K (+$11.1K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares6,663 from 7,057
Change-394 (-6%)
Value$647.9K (-$26.9K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares6,578 from 5,696
Change+882 (+15%)
Value$629.0K (+$84.3K)
Filed 2026-11-06
Florida Trust Wealth Management Co
INCREASED
Shares6,532 from 3,472
Change+3,060 (+88%)
Value$635.2K (+$303.2K)
Filed 2026-11-05
Deltec Asset Management LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$612.6K (+$10.2K)
Filed 2026-10-26
Meitav Investment House LTD
INCREASED
Shares6,219 from 4,145
Change+2,074 (+50%)
Value$603.9K (+$208.2K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares6,117 from 7,051
Change-934 (-13%)
Value$594.8K (-$79.4K)
Filed 2026-10-19
Kondo Wealth Advisors, Inc.
INCREASED
Shares6,113 from 5,772
Change+341 (+6%)
Value$594.6K (+$42.6K)
Filed 2026-10-19
Rose Capital Advisors LLC
NEW
Shares6,096
Change+6,096
Value$592.8K
Filed 2026-11-04
Collaborative Wealth Managment Inc.
INCREASED
Shares6,029 from 5,729
Change+300 (+5%)
Value$586.3K (+$38.5K)
Filed 2026-11-06
Detalus Advisors, LLC
DECREASED
Shares6,027 from 6,396
Change-369 (-6%)
Value$586.0K (-$25.5K)
Filed 2026-10-15
Montecito Bank & Trust
DECREASED
Shares6,010 from 6,145
Change-135 (-2%)
Value$584.4K (-$3.2K)
Filed 2026-10-01
Clearstead Advisors, LLC
UNCHANGED
Shares5,983 from 5,983
Change0 (0%)
Value$581.8K (+$9.7K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares5,941 from 5,328
Change+613 (+12%)
Value$577.7K (+$68.2K)
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares5,874 from 6,332
Change-458 (-7%)
Value$582.8K (-$22.6K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares5,860 from 6,213
Change-353 (-6%)
Value$569.8K (-$24.2K)
Filed 2026-11-05
Cordatus Wealth Management LLC
UNCHANGED
Shares5,822 from 5,822
Change0 (0%)
Value$566.1K (+$9.4K)
Filed 2026-10-19
Covenant Asset Management, LLC
DECREASED
Shares5,689 from 5,948
Change-259 (-4%)
Value$553.2K (-$15.5K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares5,671 from 5,659
Change+12 (+0%)
Value$551.4K (+$10.3K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares5,652 from 3,316
Change+2,336 (+70%)
Value$549.6K (+$232.5K)
Filed 2026-10-21
Sierra Summit Advisors LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$544.5K (+$9.1K)
Filed 2026-10-28
Future Financial Wealth Managment LLC
INCREASED
Shares5,598 from 5,597
Change+1 (+0%)
Value$544.3K (+$12.6K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares5,545 from 5,465
Change+80 (+1%)
Value$539.1K (+$16.6K)
Filed 2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED
Shares5,539 from 7,442
Change-1,903 (-26%)
Value$538.6K (-$173.0K)
Filed 2026-10-19
Councilor Wealth, LLC
DECREASED
Shares5,448 from 5,647
Change-199 (-4%)
Value$529.9K (-$10.2K)
Filed 2026-10-09
First National Bank Sioux Falls
INCREASED
Shares5,427 from 5,137
Change+290 (+6%)
Value$527.7K (+$50.9K)
Filed 2026-10-13
Leelyn Smith, LLC
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$525.3K (+$8.8K)
Filed 2026-11-03
Fox Financial, Inc
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$518.8K (+$8.6K)
Filed 2026-10-29
Visionary Wealth Advisors
INCREASED
Shares5,221 from 4,380
Change+841 (+19%)
Value$507.7K (+$88.9K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares5,220 from 5,335
Change-115 (-2%)
Value$507.6K (-$2.5K)
Filed 2026-10-26
Klingman & Associates, LLC
UNCHANGED
Shares5,129 from 5,129
Change0 (0%)
Value$498.7K (+$8.3K)
Filed 2026-10-20
Legacy Private Trust Co.
UNCHANGED
Shares5,031 from 5,031
Change0 (0%)
Value$489.2K (+$8.2K)
Filed 2026-10-06
World Equity Group, Inc.
INCREASED
Shares4,948 from 4,853
Change+95 (+2%)
Value$481.1K (+$17.1K)
Filed 2026-10-14
Objective Capital Management, LLC
INCREASED
Shares4,931 from 4,921
Change+10 (+0%)
Value$479.5K (+$8.9K)
Filed 2026-10-13
Friday Financial
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$477.4K (+$5.3K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED
Shares4,868 from 4,853
Change+15 (+0%)
Value$473.3K (+$9.3K)
Filed 2026-10-16
Clarus Group, Inc.
UNCHANGED
Shares4,787 from 4,787
Change0 (0%)
Value$465.5K (+$7.8K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares4,717 from 2,927
Change+1,790 (+61%)
Value$458.7K (+$178.8K)
Filed 2026-11-04
Bluesphere Advisors LLC
UNCHANGED
Shares4,595 from 4,595
Change0 (0%)
Value$446.8K (+$7.4K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares4,571 from 4,974
Change-403 (-8%)
Value$444.4K (-$31.2K)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$441.1K (+$7.3K)
Filed 2026-10-30
Parcion Private Wealth LLC
NEW
Shares4,524
Change+4,524
Value$439.9K
Filed 2026-10-28
Farrell Financial LLC
INCREASED
Shares4,434 from 4,416
Change+18 (+0%)
Value$431.1K (+$8.9K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares4,425 from 3,055
Change+1,370 (+45%)
Value$430.3K (+$138.2K)
Filed 2026-11-03
Triangle Securities Wealth Management
UNCHANGED
Shares4,405 from 4,405
Change0 (0%)
Value$428.3K (+$7.1K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$427.9K (+$7.1K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares4,394 from 4,392
Change+2 (+0%)
Value$427.3K (+$7.4K)
Filed 2026-10-15
Gallacher Capital Management LLC
UNCHANGED
Shares4,387 from 4,387
Change0 (0%)
Value$426.6K (+$7.1K)
Filed 2026-10-30
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$425.4K (+$7.1K)
Filed 2026-11-05
LongView Wealth Management
DECREASED
Shares4,278 from 5,856
Change-1,578 (-27%)
Value$416.0K (-$143.9K)
Filed 2026-10-19
Waterfront Wealth Inc.
DECREASED
Shares4,271 from 4,375
Change-104 (-2%)
Value$423.7K (-$1.0K)
Filed 2026-11-03
RTD Financial Advisors, Inc.
UNCHANGED
Shares4,252 from 4,252
Change0 (0%)
Value$413.5K (+$6.9K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares4,251 from 14,630
Change-10,379 (-71%)
Value$413.4K (-$985.5K)
Filed 2026-10-15
Lantern Wealth Advisors, LLC
INCREASED
Shares4,230 from 4,092
Change+138 (+3%)
Value$411.3K (+$20.0K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares4,144 from 4,102
Change+42 (+1%)
Value$402.9K (+$10.7K)
Filed 2026-10-29
Iron Financial LLC
UNCHANGED
Shares4,071 from 4,071
Change0 (0%)
Value$395.9K (+$6.6K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,049 from 3,743
Change+306 (+8%)
Value$393.7K (+$35.9K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
UNCHANGED
Shares3,872 from 3,872
Change0 (0%)
Value$376.5K (+$6.3K)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,796 from 3,796
Change0 (0%)
Value$369.1K (+$6.1K)
Filed 2026-10-15
TritonPoint Partners, LLC
UNCHANGED
Shares3,789 from 3,789
Change0 (0%)
Value$368.4K (+$6.1K)
Filed 2026-11-05
Reap Financial Group, LLC
DECREASED
Shares3,784 from 3,796
Change-12 (0%)
Value$367.9K (+$5.0K)
Filed 2026-11-02
Virtue Capital Management, LLC
NEW
Shares3,783
Change+3,783
Value$367.9K
Filed 2026-10-29
Sun Group Wealth Partners
INCREASED
Shares3,782 from 3,676
Change+106 (+3%)
Value$367.8K (+$16.3K)
Filed 2026-10-26
Philadelphia Trust Co
UNCHANGED
Shares3,757 from 3,757
Change0 (0%)
Value$365 (-$358.6K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares3,692 from 426
Change+3,266 (+767%)
Value$359.0K (+$318.3K)
Filed 2026-11-06
Regent Peak Wealth Advisors LLC
DECREASED
Shares3,671 from 3,687
Change-16 (0%)
Value$357.0K (+$4.4K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
INCREASED
Shares3,578 from 3,523
Change+55 (+2%)
Value$347.9K (+$11.0K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,564 from 2,456
Change+1,108 (+45%)
Value$346.6K (+$111.7K)
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares3,546 from 3,670
Change-124 (-3%)
Value$352.7K (+$1.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares3,546 from 3,670
Change-124 (-3%)
Value$352.7K (+$1.9K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares3,471 from 3,485
Change-14 (0%)
Value$337.5K (+$4.3K)
Filed 2026-10-20
Advisory Solutions Group, LLC
NEW
Shares3,435
Change+3,435
Value$334.0K
Filed 2026-10-14
Paragon Capital Management Ltd
UNCHANGED
Shares3,424 from 3,424
Change0 (0%)
Value$333.0K (+$5.5K)
Filed 2026-10-09
Weaver Consulting Group
INCREASED
Shares3,382 from 3,332
Change+50 (+2%)
Value$328.9K (+$10.3K)
Filed 2026-10-07
Mann Financial Group, Inc.
NEW
Shares3,381
Change+3,381
Value$328.8K
Filed 2026-10-15
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,365
Change+3,365
Value$327.8K
Filed 2026-10-15
LightSquare Wealth Management, LLC
UNCHANGED
Shares3,296 from 3,296
Change0 (0%)
Value$320.5K (+$5.3K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,277 from 3,277
Change0 (0%)
Value$318.7K (+$5.3K)
Filed 2026-10-05
Ballast Rock Private Wealth LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$318.1K (+$5.3K)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares3,190 from 2,690
Change+500 (+19%)
Value$310.2K (+$53.0K)
Filed 2026-10-13
Pictet North America Advisors SA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$291.7K (+$4.9K)
Filed 2026-10-21
Swmg, LLC
DECREASED
Shares2,958 from 3,884
Change-926 (-24%)
Value$293.2K (-$80.7K)
Filed 2026-10-23
Third View Private Wealth, LLC
DECREASED
Shares2,929 from 3,234
Change-305 (-9%)
Value$284.8K (-$24.4K)
Filed 2026-10-30
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$281.3K (+$4.7K)
Filed 2026-11-04
apricus wealth, LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$277.1K (+$4.6K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
DECREASED
Shares2,830 from 2,976
Change-146 (-5%)
Value$275.2K (-$9.4K)
Filed 2026-10-13
Impact Capital Partners LLC
DECREASED
Shares2,811 from 21,582
Change-18,771 (-87%)
Value$273.3K (-$1.8M)
Filed 2026-10-22
Everhart Financial Group, Inc.
DECREASED
Shares2,804 from 3,364
Change-560 (-17%)
Value$272.7K (-$49.0K)
Filed 2026-10-08
Chatham Capital Group, Inc.
DECREASED
Shares2,800 from 20,567
Change-17,767 (-86%)
Value$272.3K (-$1.7M)
Filed 2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares2,799 from 2,818
Change-19 (-1%)
Value$272.2K (+$2.7K)
Filed 2026-10-09
Milestones Private Investment Advisors LLC
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$271.3K (+$4.5K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares2,784 from 2,725
Change+59 (+2%)
Value$270.7K (+$10.2K)
Filed 2026-10-28
Thryve Wealth Management LLC
DECREASED
Shares2,781 from 2,824
Change-43 (-2%)
Value$270.4K (+$393)
Filed 2026-10-09
Gibbs Wealth Management
NEW
Shares2,778
Change+2,778
Value$270.1K
Filed 2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$270.0K (+$4.5K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,738 from 2,753
Change-15 (-1%)
Value$266.2K (+$3.0K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,718 from 2,708
Change+10 (+0%)
Value$264.3K (+$5.4K)
Filed 2026-10-29
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$262.5K (+$4.4K)
Filed 2026-10-07
Nautilus Advisors LLC
DECREASED
Shares2,609 from 2,658
Change-49 (-2%)
Value$253.7K (-$4.3K)
Filed 2026-10-07
Thrive Capital Management, LLC
NEW
Shares2,574
Change+2,574
Value$250.3K
Filed 2026-10-28
Alchemi Wealth, LLC
NEW
Shares2,562
Change+2,562
Value$249.1K
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares2,543 from 2,543
Change0 (0%)
Value$247.3K (+$4.1K)
Filed 2026-10-29
AlphaStar Capital Management, LLC
INCREASED
Shares2,527 from 2,160
Change+367 (+17%)
Value$245.7K (+$39.2K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$243.5K (+$4.1K)
Filed 2026-10-23
JGP Wealth Management, LLC
INCREASED
Shares2,484 from 2,305
Change+179 (+8%)
Value$241.5K (+$21.1K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$237.4K (+$4.0K)
Filed 2026-10-16
Capital Management Corp
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$236.3K (+$3.9K)
Filed 2026-10-29
Matauro, LLC
NEW
Shares2,394
Change+2,394
Value$232.8K
Filed 2026-11-03
Benedict Financial Advisors Inc
INCREASED
Shares2,364 from 2,329
Change+35 (+2%)
Value$229.8K (+$7.2K)
Filed 2026-10-07
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,347 from 2,347
Change0 (0%)
Value$228.2K (+$3.8K)
Filed 2026-10-13
ATX Financial Planning, LLC
DECREASED
Shares2,340 from 7,513
Change-5,173 (-69%)
Value$227.5K (-$490.8K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
DECREASED
Shares2,327 from 2,338
Change-11 (0%)
Value$226.3K (+$2.8K)
Filed 2026-10-06
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$220.7K (+$3.7K)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares2,268 from 2,289
Change-21 (-1%)
Value$220.5K (+$1.7K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
DECREASED
Shares2,211 from 2,607
Change-396 (-15%)
Value$215.0K (-$34.3K)
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$213.9K (+$3.6K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares2,183 from 3,062
Change-879 (-29%)
Value$212.3K (-$80.5K)
Filed 2026-11-05
Armbruster Capital Management, Inc.
UNCHANGED
Shares2,177 from 2,177
Change0 (0%)
Value$211.7K (+$3.5K)
Filed 2026-10-19
Evanson Financial, LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$210.8K (+$3.5K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares2,165 from 10,528
Change-8,363 (-79%)
Value$210 (-$1.0M)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$210.5K (+$3.5K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
INCREASED
Shares2,146 from 2,139
Change+7 (+0%)
Value$208.7K (+$4.1K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares2,132
Change+2,132
Value$209
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares2,102 from 2,176
Change-74 (-3%)
Value$204.4K (-$3.7K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$207.2K (+$6.7K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$203.4K (+$3.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
NEW
Shares2,089
Change+2,089
Value$203.1K
Filed 2026-10-16
Gilbert Capital Group, Inc.
NEW
Shares2,085
Change+2,085
Value$202.7K
Filed 2026-10-28
Breakwater Investment Management
DECREASED
Shares2,076 from 3,158
Change-1,082 (-34%)
Value$201.9K (-$100.1K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$200.2K (+$3.3K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
NEW
Shares2,057
Change+2,057
Value$200.0K
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares1,865
Change+1,865
Value$181.4K
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$181.1K (+$3.0K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares1,844 from 967
Change+877 (+91%)
Value$179.3K (+$86.8K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$162.6K (+$2.7K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$152.7K (+$2.5K)
Filed 2026-10-09
Key FInancial Inc
DECREASED
Shares1,554 from 1,944
Change-390 (-20%)
Value$151.1K (-$34.8K)
Filed 2026-11-02
Wolff Wiese Magana LLC
INCREASED
Shares1,427 from 1,411
Change+16 (+1%)
Value$138.8K (+$3.8K)
Filed 2026-10-15
Coastline Trust Co
DECREASED
Shares1,375 from 1,608
Change-233 (-14%)
Value$133.7K (-$20.1K)
Filed 2026-10-01
American National Bank & Trust
INCREASED
Shares1,306 from 787
Change+519 (+66%)
Value$127.0K (+$51.7K)
Filed 2026-10-07
Piscataqua Savings Bank
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$126.4K (+$2.1K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$124.0K (+$2.1K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$123.1K (+$2.1K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$116.2K (+$1.9K)
Filed 2026-10-28
Navigoe, LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$116 (-$113.9K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares1,118
Change+1,118
Value$108.7K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares1,107 from 1,144
Change-37 (-3%)
Value$107.6K (-$1.8K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$103.6K (+$2.7K)
Filed 2026-11-02
Rossby Financial, LCC
DECREASED
Shares1,002 from 1,012
Change-10 (-1%)
Value$97.5K (+$732)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$90.4K (+$1.5K)
Filed 2026-11-05
Trust Co
INCREASED
Shares863 from 256
Change+607 (+237%)
Value$83.9K (+$59.4K)
Filed 2026-10-09
Holos Integrated Wealth LLC
DECREASED
Shares780 from 869
Change-89 (-10%)
Value$77.1K (-$6.6K)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$73.0K (+$1.2K)
Filed 2026-10-08
Next Level Wealth Planning, LLC
NEW
Shares738
Change+738
Value$71.8K
Filed 2026-10-29
Bangor Savings Bank
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$66.4K (+$1.1K)
Filed 2026-10-06
Trust Co of Vermont
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$59.5K (+$992)
Filed 2026-10-21
Keystone Financial Group, Inc.
DECREASED
Shares610 from 747
Change-137 (-18%)
Value$59.3K (-$12.1K)
Filed 2026-10-13
RMG Wealth Management LLC
INCREASED
Shares602 from 369
Change+233 (+63%)
Value$59.5K (+$22.6K)
Filed 2026-10-26
Activest Wealth Management
DECREASED
Shares571 from 722
Change-151 (-21%)
Value$55.5K (-$13.5K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares544
Change+544
Value$52.9K
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$51.1K (+$850)
Filed 2026-10-07
Elevation Wealth Partners, LLC
INCREASED
Shares488 from 487
Change+1 (+0%)
Value$47.5K (+$930)
Filed 2026-10-07
Newton One Investments LLC
DECREASED
Shares457 from 595
Change-138 (-23%)
Value$44.4K (-$12.5K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$42.8K (+$713)
Filed 2026-10-15
Highline Wealth Partners LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$40.2K (+$669)
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares390
Change+390
Value$37.9K
Filed 2026-10-07
Versant Capital Management, Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$37.0K (+$617)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
INCREASED
Shares367 from 77
Change+290 (+377%)
Value$35.7K (+$28.3K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares364
Change+364
Value$35.4K
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$34.0K (+$567)
Filed 2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$31.4K (+$523)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$30 (+$1)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares300 from 295
Change+5 (+2%)
Value$29 (-$28.0K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares274
Change+274
Value$26.9K
Filed 2026-11-04
Hilton Head Capital Partners, LLC
INCREASED
Shares269 from 268
Change+1 (+0%)
Value$26.1K (+$469)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$25.9K (+$431)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$24.3K (+$405)
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$22.1K (+$367)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$22.0K (+$366)
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.4K (+$324)
Filed 2026-10-26
Bare Financial Services, Inc
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$15.1K (+$251)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$14.6K (+$243)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares138 from 140
Change-2 (-1%)
Value$13.5K (+$69)
Filed 2026-10-28
Kingdom Financial Group Llc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$11.5K (+$225)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$11.2K (+$187)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$10.1K (+$169)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares103 from 102
Change+1 (+1%)
Value$10.0K (+$195)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$8.5K (+$141)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.9K (+$131)
Filed 2026-10-20
Country Trust Bank
NEW
Shares80
Change+80
Value$7.8K
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.6K (+$127)
Filed 2026-10-21
Y.D. More Investments Ltd
DECREASED
Shares70 from 1,287
Change-1,217 (-95%)
Value$6.8K (-$476.3K)
Filed 2026-11-02
Rakuten Securities, Inc.
NEW
Shares68
Change+68
Value$6.6K
Filed 2026-11-02
Abound Wealth Management
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$6.0K (+$100)
Filed 2026-10-26
First Command Advisory Services, Inc.
NEW
Shares60
Change+60
Value$5.8K
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.4K (+$90)
Filed 2026-10-08
Catherine Avery Investment Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.3K (+$89)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.9K (+$81)
Filed 2026-10-27
Miller Global Investments, LLC
NEW
Shares15
Change+15
Value$1.5K
Filed 2026-10-02
Markowski Investments
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$399 (+$6)
Filed 2026-10-30
HBK Sorce Advisory LLC
CLOSED
Shares0 from 6,734
Change-6,734 (-100%)
Value$0 (-$669.0K)
Filed 2026-11-06
Hardy Reed LLC
CLOSED
Shares0 from 4,986
Change-4,986 (-100%)
Value$0 (-$476.8K)
Filed 2026-11-06
Zega Investments, LLC
CLOSED
Shares0 from 3,705
Change-3,705 (-100%)
Value$0 (-$354.3K)
Filed 2026-11-04
Veracity Capital LLC
CLOSED
Shares0 from 3,526
Change-3,526 (-100%)
Value$0 (-$337.1K)
Filed 2026-10-08
Bath Savings Trust Co
CLOSED
Shares0 from 3,121
Change-3,121 (-100%)
Value$0 (-$298.4K)
Filed 2026-10-07
Redwood Financial Network Corp
CLOSED
Shares0 from 2,695
Change-2,695 (-100%)
Value$0 (-$257.7K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
CLOSED
Shares0 from 2,321
Change-2,321 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-22
Breakwater Capital Group
CLOSED
Shares0 from 2,161
Change-2,161 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-09
Accredited Investors Inc.
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,987
Change-1,987 (-100%)
Value$0 (-$190.0K)
Filed 2026-11-06
Independence Bank of Kentucky
CLOSED
Shares0 from 1,371
Change-1,371 (-100%)
Value$0 (-$131.1K)
Filed 2026-10-26
Pioneer Family Office, LLC
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$128.1K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$67.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$57.3K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$46.2K)
Filed 2026-10-23
Brooklyn FI, LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$44.7K)
Filed 2026-11-05
Addison Advisors LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-13
Bfsg, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-30
GFS Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$596.7K)
Filed 2026-11-03
Key Capital Management, Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 11,286,993
Change-11,286,993 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,705,431
Change-8,705,431 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,810,149
Change-6,810,149 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,500,117
Change-3,500,117 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,793,709
Change-2,793,709 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,717,667
Change-2,717,667 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,640,256
Change-2,640,256 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,966,718
Change-1,966,718 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,632,046
Change-1,632,046 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,526,712
Change-1,526,712 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,291,594
Change-1,291,594 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,181,665
Change-1,181,665 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,143,793
Change-1,143,793 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,088,807
Change-1,088,807 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,080,381
Change-1,080,381 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,037,498
Change-1,037,498 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 971,774
Change-971,774 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 885,297
Change-885,297 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 856,123
Change-856,123 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 827,493
Change-827,493 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 732,660
Change-732,660 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 725,739
Change-725,739 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 694,884
Change-694,884 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 668,549
Change-668,549 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 616,362
Change-616,362 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 605,899
Change-605,899 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 565,233
Change-565,233 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 540,005
Change-540,005 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 533,740
Change-533,740 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 533,206
Change-533,206 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 530,321
Change-530,321 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 514,236
Change-514,236 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 506,722
Change-506,722 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 498,699
Change-498,699 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 461,544
Change-461,544 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 413,908
Change-413,908 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 394,078
Change-394,078 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 381,712
Change-381,712 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 364,168
Change-364,168 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 351,171
Change-351,171 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 342,329
Change-342,329 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 329,817
Change-329,817 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 328,739
Change-328,739 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 327,342
Change-327,342 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 321,071
Change-321,071 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 305,644
Change-305,644 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 290,900
Change-290,900 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 278,284
Change-278,284 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 232,694
Change-232,694 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 225,628
Change-225,628 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 217,430
Change-217,430 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 208,478
Change-208,478 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 188,390
Change-188,390 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 185,780
Change-185,780 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 180,457
Change-180,457 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 176,803
Change-176,803 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 157,946
Change-157,946 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 144,846
Change-144,846 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 141,917
Change-141,917 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 137,069
Change-137,069 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 136,804
Change-136,804 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 130,300
Change-130,300 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 121,708
Change-121,708 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 121,030
Change-121,030 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 111,064
Change-111,064 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 105,650
Change-105,650 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 101,487
Change-101,487 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 100,714
Change-100,714 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 100,401
Change-100,401 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 97,798
Change-97,798 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 96,629
Change-96,629 (-100%)
Value—
&partners
N/A
Shares— from 93,764
Change-93,764 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 93,298
Change-93,298 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 89,344
Change-89,344 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 89,162
Change-89,162 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 86,600
Change-86,600 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 86,339
Change-86,339 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 85,269
Change-85,269 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 84,959
Change-84,959 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 81,316
Change-81,316 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 76,571
Change-76,571 (-100%)
Value—
FMR LLC
N/A
Shares— from 74,953
Change-74,953 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 73,477
Change-73,477 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 73,417
Change-73,417 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 72,431
Change-72,431 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 71,749
Change-71,749 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 69,077
Change-69,077 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 65,438
Change-65,438 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 62,662
Change-62,662 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 62,587
Change-62,587 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 59,710
Change-59,710 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 57,460
Change-57,460 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 57,394
Change-57,394 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 56,930
Change-56,930 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 54,704
Change-54,704 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 54,097
Change-54,097 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 52,567
Change-52,567 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 50,999
Change-50,999 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 50,327
Change-50,327 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 50,044
Change-50,044 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 49,805
Change-49,805 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 49,805
Change-49,805 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,375
Change-49,375 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 49,246
Change-49,246 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 48,491
Change-48,491 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 46,818
Change-46,818 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 46,388
Change-46,388 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 45,991
Change-45,991 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 42,752
Change-42,752 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,540
Change-42,540 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 41,896
Change-41,896 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 41,741
Change-41,741 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 41,233
Change-41,233 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 40,576
Change-40,576 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 40,162
Change-40,162 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 39,795
Change-39,795 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 37,075
Change-37,075 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 36,464
Change-36,464 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,585
Change-35,585 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 33,957
Change-33,957 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,503
Change-33,503 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,563
Change-30,563 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 29,924
Change-29,924 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 29,209
Change-29,209 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 28,943
Change-28,943 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 27,414
Change-27,414 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,365
Change-26,365 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 25,755
Change-25,755 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,612
Change-25,612 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 25,207
Change-25,207 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,631
Change-23,631 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 23,370
Change-23,370 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 22,341
Change-22,341 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,818
Change-21,818 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,030
Change-21,030 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,811
Change-20,811 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 20,428
Change-20,428 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 20,301
Change-20,301 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,045
Change-20,045 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,730
Change-19,730 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,342
Change-19,342 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 18,812
Change-18,812 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 18,677
Change-18,677 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 18,234
Change-18,234 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 17,429
Change-17,429 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 17,183
Change-17,183 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 16,918
Change-16,918 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,719
Change-15,719 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 15,692
Change-15,692 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,979
Change-14,979 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,749
Change-14,749 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 14,421
Change-14,421 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 14,199
Change-14,199 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,812
Change-13,812 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,448
Change-13,448 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,268
Change-13,268 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 13,046
Change-13,046 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 12,990
Change-12,990 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 12,883
Change-12,883 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 12,740
Change-12,740 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,139
Change-11,139 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,342
Change-10,342 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 10,144
Change-10,144 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,825
Change-9,825 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 7,908
Change-7,908 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 775
Change-775 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 687
Change-687 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 567
Change-567 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 515
Change-515 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 508
Change-508 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 385
Change-385 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
S&T Bank
N/A
Shares— from 316
Change-316 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 152
Change-152 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 25
Change-25 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED11,261,67411,266,011-4,3370%$1.1B$1.1B+$17.8M2026-11-06
PNC Financial Services Group, Inc.
DECREASED10,692,96611,095,584-402,618-4%$1.1B$1.0B-$21.2M2026-11-06
Hamilton Capital, LLC
INCREASED7,246,2787,201,068+45,210+1%$688.6M$704.6M+$16.1M2026-10-08
Larson Financial Group LLC
INCREASED1,521,2121,451,061+70,151+5%$138.8M$147.9M+$9.2M2026-11-05
Clearwater Capital Advisors, LLC
INCREASED956,379938,490+17,889+2%$89.7M$93.0M+$3.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED863,380887,176-23,796-3%$84.8M$84.0M-$876.7K2026-11-02
RVW Wealth, LLC
DECREASED833,624842,307-8,683-1%$80.5M$81.1M+$520.2K2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED724,340727,465-3,1250%$70.6M$71.5M+$848.3K2026-10-13
Kestra Advisory Services, LLC
INCREASED699,280694,986+4,294+1%$66.5M$68.0M+$1.5M2026-11-02
Schorn Wealth LLC
INCREASED659,242622,496+36,746+6%$59.5M$64.1M+$4.6M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED640,262114,868+525,394+457%$11.0M$62.3M+$51.3M2026-10-21
Spinnaker Investment Group, LLC
DECREASED639,351642,340-2,9890%$61.4M$62.2M+$749.8K2026-10-13
Beacon Financial Group
DECREASED577,509580,499-2,990-1%$55.5M$56.2M+$649.7K2026-10-19
Lido Advisors, LLC
INCREASED534,30810,536+523,772+4971%$1.0M$52.0M+$50.9M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED515,399514,533+866+0%$49.2M$50.1K-$49.1M2026-11-02
Intrua Financial, LLC
DECREASED456,600497,158-40,558-8%$47.5M$44.4M-$3.1M2026-10-28
Team Financial Group, LLC
INCREASED415,303407,395+7,908+2%$39.0M$40.4M+$1.4M2026-10-30
IFP Advisors, Inc
INCREASED408,970406,971+1,999+0%$38.9M$39.8M+$853.7K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED394,388403,172-8,784-2%$38.6M$38.4M-$201.0K2026-11-06
Taiyo Life Insurance Co
UNCHANGED390,000390,00000%$37.3M$37.9K-$37.3M2026-10-20
Howard Financial Services, Ltd.
INCREASED389,329382,566+6,763+2%$36.6M$37.9M+$1.3M2026-10-15
Winthrop Advisory Group LLC
INCREASED374,064356,925+17,139+5%$34.1M$36.4M+$2.2M2026-10-22
Savant Capital, LLC
DECREASED362,069768,169-406,100-53%$70.4M$35.2M-$35.2M2026-11-06
Pinnacle Associates LTD
INCREASED350,681333,133+17,548+5%$31.9M$34.1M+$2.2M2026-10-20
Choice Wealth Advisors LLC
INCREASED336,008330,979+5,029+2%$31.6M$32.7M+$1.0M2026-10-16
Amplius Wealth Advisors, LLC
INCREASED333,127309,723+23,404+8%$29.6M$32.4M+$2.8M2026-10-20
LVM Capital Management LTD
INCREASED294,702291,804+2,898+1%$27.9K$28.7M+$28.6M2026-10-20
TigerOak Management, L.L.C.
INCREASED292,226291,189+1,037+0%$27.8M$28.4M+$572.6K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED291,812276,849+14,963+5%$26.5M$28.4M+$1.9M2026-10-16
HB Wealth Management, LLC
DECREASED276,255280,702-4,447-2%$26.8M$26.9M+$22.3K2026-10-23
Farther Finance Advisors, LLC
DECREASED273,415273,588-1730%$26.2M$26.6M+$426.4K2026-10-08
ACT Advisors, Llc.
INCREASED244,625243,485+1,140+0%$23.3M$23.8M+$505.3K2026-10-15
Creative Planning
INCREASED243,918242,422+1,496+1%$23.2M$23.7M+$538.1K2026-11-02
D.A. Davidson & Co.
INCREASED242,925237,279+5,646+2%$22.7M$23.6M+$933.5K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED237,604222,142+15,462+7%$21.2M$23.1M+$1.9M2026-10-23
Compass Financial Services Inc
INCREASED231,633231,370+263+0%$22.1M$22.5M+$400.5K2026-11-06
CRA Financial Services, LLC
INCREASED228,288221,273+7,015+3%$21.2M$22.2M+$1.0M2026-10-16
Cresta Advisors, Ltd.
DECREASED220,729250,466-29,737-12%$23.9M$21.5M-$2.5M2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED217,961242,412-24,451-10%$23.2M$21.2M-$2.0M2026-10-20
Columbia Advisory Partners LLC
DECREASED216,581229,630-13,049-6%$22.0M$21.1M-$896.9K2026-10-15
Prospera Financial Services Inc
INCREASED205,22066,007+139,213+211%$6.3M$20.2M+$13.9M2026-11-04
BCM Advisors, LLC
DECREASED202,170378,553-176,383-47%$36.1M$19.9M-$16.2M2026-11-03
Eagle Wealth Strategies LLC
DECREASED197,088198,832-1,744-1%$19.0M$19.2M+$152.5K2026-10-20
Townsend Asset Management Corp
DECREASED195,818197,509-1,691-1%$18.9M$19.0M+$155.5K2026-10-29
Heck Capital Advisors, LLC
INCREASED195,417191,164+4,253+2%$18.3M$19.0M+$723.2K2026-10-14
Thrivent Financial for Lutherans
DECREASED188,036216,316-28,280-13%$20.7M$18.3K-$20.7M2026-11-05
Boyce & Associates Wealth Consulting, Inc.
DECREASED184,940206,369-21,429-10%$19.7M$18.0M-$1.7M2026-10-14
MB, Levis & Associates, LLC
DECREASED172,749174,441-1,692-1%$16.7M$16.8M+$118.0K2026-10-16
TopTier Wealth Management, LLC
INCREASED172,605163,408+9,197+6%$15.6M$16.8M+$1.2M2026-10-16
Alpha Zero LLC
INCREASED171,875133,076+38,799+29%$12.9M$16.7M+$3.8M2026-11-06
Truist Financial Corp
DECREASED170,580198,910-28,330-14%$19.0M$16.6M-$2.4M2026-10-30
Focus Financial Network, Inc.
DECREASED168,945169,182-2370%$16.2M$16.4M+$251.0K2026-10-14
Atria Investments, Inc
DECREASED160,837182,751-21,914-12%$17.5M$15.6M-$1.8M2026-10-15
Solano Wealth Investment Advisors LLC
DECREASED158,274159,765-1,491-1%$15.3M$15.4M+$113.8K2026-11-06
Hengehold Capital Management LLC
DECREASED153,652195,666-42,014-21%$18.7M$14.9M-$3.8M2026-10-16
Williams Financial, LLC
INCREASED150,043147,038+3,005+2%$14.1M$14.6M+$530.4K2026-10-19
Lauer Wealth, LLC
DECREASED149,790151,513-1,723-1%$14.6M$14.8M+$193.7K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED143,071139,746+3,325+2%$13.4M$13.9M+$549.7K2026-10-08
United Advisor Group, LLC
INCREASED142,538141,827+711+1%$13.6M$13.9M+$298.9K2026-11-03
IAG Wealth Partners, LLC
INCREASED132,584128,898+3,686+3%$12.3M$12.9M+$567.2K2026-11-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED128,887128,005+882+1%$12.2M$12.5M+$293.1K2026-10-28
Darrow Company, Inc.
INCREASED124,511120,844+3,667+3%$11.6M$12.1M+$555.3K2026-10-22
MBA Advisors LLC
INCREASED124,472119,649+4,823+4%$11.4M$12.1M+$662.8K2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED118,187122,661-4,474-4%$11.7M$11.5M-$236.4K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED112,780112,047+733+1%$10.7M$11.0M+$252.7K2026-10-16
Retirement Planning Group, LLC
DECREASED108,615113,879-5,264-5%$10.9M$10.6M-$327.4K2026-10-19
Certuity, LLC
DECREASED104,306105,076-770-1%$10.0M$10.1M+$95.4K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED102,151104,521-2,370-2%$10.0M$9.9M-$61.1K2026-10-23
Ascentis Independent Advisors
INCREASED101,621500+101,121+20224%$47.8K$9.9M+$9.8M2026-11-03
Journey Advisory Group, LLC
DECREASED100,340105,286-4,946-5%$10.1M$9.8M-$310.4K2026-11-04
Riverbend Wealth Management, LLC
INCREASED96,23588,670+7,565+9%$8.5M$9.4M+$879.2K2026-10-15
Fifth Third Bancorp
DECREASED94,563101,121-6,558-6%$9.7M$9.2M-$473.9K2026-11-05
VestGen Advisors, LLC
DECREASED92,08195,447-3,366-4%$9.1M$9.0M-$172.7K2026-10-27
Gray Private Wealth, LLC
INCREASED90,51688,769+1,747+2%$8.5M$8.8M+$313.7K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED86,83799,974-13,137-13%$9.6M$8.4M-$1.1M2026-10-26
Albion Financial Group
DECREASED85,25985,269-100%$8.2M$8.3M+$137.2K2026-10-21
Stenger Family Office, LLC
DECREASED85,074292,242-207,168-71%$27.9M$8.5M-$19.4M2026-10-22
Flagship Wealth Advisors, LLC
DECREASED80,03686,377-6,341-7%$8.3M$7.8M-$476.7K2026-11-03
Vise Technologies, Inc.
INCREASED78,24768,238+10,009+15%$6.5M$7.6M+$1.1M2026-10-29
Golden State Wealth Management, LLC
INCREASED77,71177,099+612+1%$7.4M$7.6M+$184.4K2026-11-02
White Pine Investment Co
INCREASED77,29075,688+1,602+2%$7.2M$7.5K-$7.2M2026-10-15
Clear Creek Financial Management, LLC
INCREASED74,13268,132+6,000+9%$6.5M$7.2M+$693.8K2026-10-28
FFG Retirement Advisors LLC
INCREASED72,00370,624+1,379+2%$6.8M$7.0M+$248.6K2026-10-20
Fermata Advisors, LLC
INCREASED71,69458,390+13,304+23%$5.6M$7.0M+$1.4M2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED69,55169,767-2160%$6.7M$6.8M+$92.0K2026-10-23
Melone Private Wealth, LLC
INCREASED67,70664,242+3,464+5%$6.1M$6.6M+$440.9K2026-10-16
Cpwa, LLC
INCREASED67,36865,443+1,925+3%$6.3M$6.7M+$426.6K2026-11-04
Oppenheimer & Co Inc
INCREASED66,50266,066+436+1%$6.3M$6.5M+$149.4K2026-10-26
Lodestar Private Asset Management LLC
DECREASED65,41478,747-13,333-17%$7.5M$6.4M-$1.2M2026-10-26
Capital Investment Advisory Services, LLC
DECREASED65,11866,301-1,183-2%$6.3M$6.3M-$7.7K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED64,52961,114+3,415+6%$5.8M$6.3M+$431.1K2026-10-13
Perryman Financial Advisory Inc
INCREASED63,27661,729+1,547+3%$5.9M$6.2M+$250.5K2026-10-16
Park Avenue Securities LLC
INCREASED63,25456,915+6,339+11%$5.4M$6.2K-$5.4M2026-10-26
Grey Ledge Advisors, LLC
DECREASED62,09162,359-2680%$6.0M$6.0M+$74.9K2026-11-02
Meridian Financial Advisors, LLC
INCREASED61,65260,080+1,572+3%$5.7M$6.0M+$250.1K2026-10-14
CGN Advisors LLC
DECREASED61,39964,046-2,647-4%$6.1M$6.0M-$153.7K2026-10-21
Wingate Wealth Advisors, Inc.
DECREASED59,84261,319-1,477-2%$5.9M$5.8M-$44.3K2026-10-26
Merit Financial Group, LLC
DECREASED58,86063,762-4,902-8%$6.1M$5.7M-$373.3K2026-11-06
Lanark Financial, Inc.
DECREASED58,64961,065-2,416-4%$5.8M$5.7M-$136.0K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED57,78357,771+12+0%$5.5M$5.6M+$94.7K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED56,25355,899+354+1%$5.3M$5.5M+$125.0K2026-10-08
Powers Advisory Group, LLC
INCREASED55,24748,081+7,166+15%$4.6M$5.4M+$774.6K2026-10-14
Choreo, LLC
INCREASED54,87744,321+10,556+24%$4.2M$5.3M+$1.1M2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED54,77454,485+289+1%$5.2M$5.3M+$116.4K2026-10-15
Sarver Vrooman Wealth Advisors
INCREASED54,09347,915+6,178+13%$4.6M$5.3M+$650.8K2026-10-01
Kraft, Davis & Associates, LLC
DECREASED53,94655,819-1,873-3%$5.4M$5.3M-$14.1K2026-10-21
Burns Matteson Capital Management, LLC
INCREASED53,29852,197+1,101+2%$5.0M$5.2M+$191.6K2026-10-16
Compass Financial Management LLC
INCREASED52,55251,547+1,005+2%$4.9M$5.1M+$181.2K2026-10-30
Founders Financial Securities LLC
DECREASED49,16249,215-530%$4.7M$4.8M+$74.6K2026-10-28
First National Trust Co
INCREASED48,74548,741+4+0%$4.7M$4.7M+$79.4K2026-10-28
Parallel Advisors, LLC
INCREASED47,505830+46,675+5623%$79.4K$4.6M+$4.5M2026-11-03
Aries Wealth Management
DECREASED47,22148,161-940-2%$4.6M$4.6M-$13.4K2026-10-23
Citizens National Bank Trust Department
DECREASED46,40546,698-293-1%$4.5M$4.5M+$47.2K2026-11-04
Stackstone Wealth, LLC
NEW46,002—+46,002——$4.5M—2026-10-19
Gaddis Premier Wealth Advisors LLC
DECREASED44,965139,810-94,845-68%$13.4M$4.4M-$9.0M2026-10-29
Perigon Wealth Management, LLC
INCREASED44,00943,787+222+1%$4.2M$4.3M+$92.5K2026-10-22
Lotus Asset Management LLC
INCREASED43,93541,514+2,421+6%$4.0M$4.3M+$302.6K2026-10-14
Lantz Financial LLC
DECREASED43,33643,424-880%$4.2M$4.2M+$61.8K2026-10-15
Family Capital Management, Inc.
DECREASED42,87343,563-690-2%$4.2M$4.2M+$3.4K2026-11-03
Wedmont Private Capital
INCREASED42,82042,816+4+0%$4.2M$4.2M+$68.5K2026-10-09
Waterway Wealth Management, LLC
DECREASED37,07337,946-873-2%$3.6M$3.6M-$23.4K2026-10-28
Etesian Wealth Advisors, Inc.
INCREASED35,03331,975+3,058+10%$3.1M$3.4M+$349.2K2026-10-27
Nvest Wealth Strategies, Inc.
DECREASED34,32489,504-55,180-62%$8.6M$3.3M-$5.2M2026-10-14
Meridian Financial Partners LLC
DECREASED33,88834,905-1,017-3%$3.4M$3.4M-$5.5K2026-10-23
RFG Advisory, LLC
DECREASED32,78339,057-6,274-16%$3.7M$3.2M-$546.8K2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED31,93031,556+374+1%$3.0M$3.1M+$87.5K2026-10-27
Keybank National Association
DECREASED31,16231,242-800%$3.0M$3.0M+$42.8K2026-11-04
Capital Advisors, Ltd. LLC
INCREASED31,10320,627+10,476+51%$2.0K$3.0K+$1.1K2026-10-27
Orba Wealth Advisors, L.L.C.
DECREASED30,32430,730-406-1%$2.9M$2.9M+$10.3K2026-10-23
Uhlmann Price Securities, LLC
INCREASED29,86212,430+17,432+140%$1.2M$2.9M+$1.7M2026-11-03
Centerpoint Advisory Group
UNCHANGED29,68629,68600%$2.8M$2.9M+$48.1K2026-10-23
Hoxton Planning & Management, LLC
DECREASED29,57631,261-1,685-5%$3.0M$2.9M-$113.2K2026-10-15
Titleist Asset Management, LLC
DECREASED29,17630,111-935-3%$2.9M$2.8M-$42.1K2026-10-08
Stonebridge Financial Group, LLC
UNCHANGED29,14329,14300%$2.8M$2.8M+$47.2K2026-10-01
Triad Wealth Partners, LLC
INCREASED28,79128,091+700+2%$2.7M$2.8M+$52.9K2026-10-26
HUB Investment Partners, LLC
INCREASED28,00428,002+2+0%$2.7M$2.7M+$45.5K2026-11-03
Sentinel Pension Advisors, LLC
INCREASED27,99027,922+68+0%$2.7M$2.7M+$44.8K2026-11-02
Southland Equity Partners LLC
DECREASED27,94328,008-650%$2.7M$2.7M+$39.0K2026-10-14
WealthPoint Financial, LLC
DECREASED27,64827,675-270%$2.6M$2.7M+$42.2K2026-11-03
Sound Portfolio Advisors, LLC
INCREASED27,48426,933+551+2%$2.6M$2.7M+$97.2K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED27,45623,345+4,111+18%$2.2M$2.7M+$437.6K2026-10-21
Fragasso Financial Advisors Inc
INCREASED26,68726,623+64+0%$2.5M$2.6M+$92.5K2026-10-13
Tempus Wealth Planning, LLC
INCREASED26,47824,200+2,278+9%$2.3M$2.6M+$260.7K2026-10-14
Continuum Wealth Advisors, LLC
DECREASED26,32326,793-470-2%$2.6M$2.6M-$2.3K2026-10-20
Globalt Investments LLC / GA
DECREASED26,04826,829-781-3%$2.6M$2.5M-$32.5K2026-10-27
SBI Securities Co., Ltd.
DECREASED25,84626,689-843-3%$2.6M$2.5M-$38.7K2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED25,30824,683+625+3%$2.4M$2.5M+$100.8K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED25,11424,165+949+4%$2.3M$2.4M+$131.4K2026-11-05
Asset One Wealth Management LLC
DECREASED24,93428,876-3,942-14%$2.8M$2.4M-$368.9K2026-11-02
Berkeley, Inc
DECREASED24,72326,590-1,867-7%$2.5M$2.4M-$138.4K2026-10-20
Herold Advisors, Inc.
DECREASED24,17925,654-1,475-6%$2.5M$2.4M-$98.8K2026-10-19
Almanack Investment Partners, Llc.
UNCHANGED23,95423,95400%$2.3M$2.3M+$38.8K2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED23,76924,814-1,045-4%$2.4M$2.3M-$61.4K2026-10-23
Winter & Associates, Inc.
DECREASED23,59323,648-550%$2.3M$2.3M+$83.9K2026-10-23
Apollon Wealth Management, LLC
INCREASED23,34519,565+3,780+19%$1.9M$2.3M+$399.2K2026-10-23
Avaii Wealth Management, LLC
DECREASED23,24123,727-486-2%$2.3M$2.3M+$12.5K2026-10-09
Chicago Partners Investment Group LLC
INCREASED23,01021,439+1,571+7%$2.0M$2.3M+$223.2K2026-10-27
Narwhal Capital Management
INCREASED21,79721,779+18+0%$2.1M$2.1M+$37.0K2026-11-04
Vivid Wealth Management, LLC
DECREASED21,31221,415-1030%$2.0M$2.1M+$24.7K2026-10-27
GGM Financial LLC
INCREASED21,28821,239+49+0%$2.0M$2.1M+$39.2K2026-11-05
US Bancorp \de\
DECREASED21,24121,330-890%$2.0M$2.1M+$25.9K2026-11-05
Venture Visionary Partners LLC
DECREASED21,06023,786-2,726-11%$2.3M$2.0M-$226.6K2026-10-07
Nikulski Financial, Inc.
DECREASED20,89522,227-1,332-6%$2.1M$2.0M-$93.6K2026-11-06
Summit Investment Advisory Services, LLC
INCREASED20,54620,112+434+2%$1.9M$2.0M+$74.7K2026-11-03
Verum Partners LLC
DECREASED19,91120,266-355-2%$1.9M$1.9M-$1.7K2026-10-21
Sherman Wealth Management LLC
INCREASED19,73419,605+129+1%$1.9M$1.9M+$44.3K2026-10-16
Sanchez Wealth Management Group
DECREASED19,585378,315-358,730-95%$36.2M$1.9M-$34.3M2026-11-02
TD Private Client Wealth LLC
DECREASED19,09222,418-3,326-15%$2.1M$1.9M-$287.1K2026-10-28
NewSquare Capital LLC
INCREASED18,99918,289+710+4%$1.7M$1.8M+$98.7K2026-11-06
Avalon Capital Management
UNCHANGED18,51418,51400%$1.8M$1.8M+$30.0K2026-11-04
Regions Financial Corp
DECREASED18,43222,194-3,762-17%$2.1M$1.8M-$329.9K2026-11-05
Quartz Partners, LLC
INCREASED18,17917,639+540+3%$1.7M$1.8M+$81.1K2026-11-03
Guidance Capital, Inc
DECREASED17,97018,370-400-2%$1.8M$1.8M-$16.0K2026-11-03
Rubicon Advisors, GP
DECREASED17,95517,958-30%$1.7M$1.7M+$28.8K2026-10-23
Sigma Planning Corp
DECREASED17,94618,889-943-5%$1.8M$1.7M-$69.2K2026-10-23
Fulton Bank, N.A.
INCREASED17,52814,982+2,546+17%$1.4M$1.7M+$271.8K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED17,42317,42300%$1.7M$1.7M+$28.2K2026-10-27
Lynx Investment Advisory
NEW17,290—+17,290——$1.7M—2026-10-27
RMR Wealth Builders
DECREASED17,04017,117-770%$1.6M$1.7M+$20.2K2026-10-22
Embree Financial Group
INCREASED16,99214,745+2,247+15%$1.4M$1.7M+$242.4K2026-10-22
Viewpoint Investment Partners Corp
DECREASED16,97558,635-41,660-71%$5.6M$1.7M-$4.0M2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED16,89316,888+5+0%$1.6M$1.6M+$27.8K2026-11-04
G&S Capital LLC
DECREASED16,89218,384-1,492-8%$1.8M$1.6M-$115.3K2026-10-23
CoreCap Advisors, LLC
INCREASED16,46716,389+78+0%$1.6M$1.6M+$34.2K2026-10-08
Guyasuta Investment Advisors Inc
INCREASED16,2637,196+9,067+126%$688.1K$1.6M+$893.3K2026-10-15
Ashton Thomas Securities, LLC
DECREASED16,19120,378-4,187-21%$1.9M$1.6M-$374.1K2026-10-26
Wealth Management Resources, Inc.
INCREASED15,82615,799+27+0%$1.5M$1.5M+$28.2K2026-10-21
Retirement Guys Formula LLC
INCREASED15,80415,738+66+0%$1.5M$1.5M+$32.0K2026-10-26
LexAurum Advisors, LLC
DECREASED15,65318,011-2,358-13%$1.7M$1.5M-$200.1K2026-10-19
HBW Advisory Services LLC
DECREASED15,64241,030-25,388-62%$3.9M$1.5M-$2.4M2026-10-15
WealthBridge Capital Management, LLC
DECREASED15,55616,008-452-3%$1.5M$1.5M-$18.0K2026-10-16
WealthPlan Investment Management, LLC
DECREASED15,16318,550-3,387-18%$1.8M$1.5M-$299.2K2026-10-15
Glenview Trust Co
DECREASED14,61714,643-260%$1.4M$1.4M+$21.2K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED14,54415,107-563-4%$1.4M$1.4M-$30.3K2026-11-02
Independent Financial Group, LLC
INCREASED14,50613,707+799+6%$1.3M$1.4M+$100.0K2026-10-13
Sovran Advisors, LLC
DECREASED14,35914,366-70%$1.4M$1.4M+$42.6K2026-11-02
Interchange Capital Partners, LLC
DECREASED14,25214,294-420%$1.4M$1.4M+$19.1K2026-10-28
Money Concepts Capital Corp
INCREASED14,19713,220+977+7%$1.3M$1.4M+$116.4K2026-11-06
Private Trust Co NA
INCREASED13,91112,656+1,255+10%$1.2M$1.4M+$142.5K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED13,88313,884-10%$1.3M$1.3M+$22.4K2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED13,82221,235-7,413-35%$1.1M$1.3K-$1.1M2026-11-04
Central Valley Advisors, LLC
DECREASED13,55114,360-809-6%$1.4M$1.3M-$55.4K2026-10-27
Stonebridge Wealth Management, LLC
DECREASED13,48714,419-932-6%$1.4M$1.3M-$67.3K2026-10-09
Magnus Financial Group LLC
NEW13,431—+13,431——$1.3M—2026-10-21
Signal Advisors Wealth, LLC
INCREASED13,4225,703+7,719+135%$545.4K$1.3M+$759.8K2026-10-13
Well Done, LLC
INCREASED13,33813,311+27+0%$1.3M$1.3M+$24.2K2026-10-20
RKL Wealth Management LLC
DECREASED13,01513,862-847-6%$1.3M$1.3M-$59.9K2026-10-16
PFG Advisors
DECREASED12,98313,858-875-6%$1.3M$1.3M-$62.6K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED12,8978,710+4,187+48%$832.9K$1.3M+$421.3K2026-11-03
Sheets Smith Wealth Management
DECREASED12,84513,039-194-1%$1.2M$1.2M+$2.3K2026-10-16
Silverlake Wealth Management LLC
INCREASED12,61912,615+4+0%$1.2M$1.2M+$20.8K2026-10-21
Capital Investment Advisors, LLC
INCREASED12,5618,941+3,620+40%$854.9K$1.2M+$366.5K2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED12,55712,699-142-1%$1.2M$1.2M+$6.8K2026-10-16
Ted Buchan & Co
DECREASED12,54012,680-140-1%$1.2M$1.2M+$6.9K2026-10-23
Peck Wealth Management, LLC
DECREASED12,40612,581-175-1%$1.2M$1.2M+$3.4K2026-10-29
Elevation Capital Advisory, LLC
DECREASED11,86813,624-1,756-13%$1.3M$1.2M-$148.7K2026-10-29
Axxcess Wealth Management, LLC
UNCHANGED11,75511,75500%$1.1M$1.1M+$19.1K2026-10-21
Gryphon Financial Partners LLC
UNCHANGED11,57211,57200%$1.1M$1.1M+$18.7K2026-11-04
Moneco Advisors, LLC
INCREASED11,30210,967+335+3%$1.0M$1.1M+$50.4K2026-11-05
Nations Financial Group Inc,
DECREASED11,26111,434-173-2%$1.1M$1.1M+$1.7K2026-11-05
Uptick Partners, LLC
DECREASED11,23811,399-161-1%$1.1M$1.1M+$2.8K2026-11-04
Citizens Financial Group Inc
DECREASED11,14411,395-251-2%$1.1M$1.1M-$6.0K2026-10-23
Avantra Family Wealth, Inc.
DECREASED11,11711,132-150%$1.1M$1.1M+$16.5K2026-10-20
Colorado Capital Management, Inc.
UNCHANGED10,99110,99100%$1.1K$1.1K+$182026-10-15
Raub Brock Capital Management LP
INCREASED10,74710,726+21+0%$1.0M$1.0M+$19.4K2026-10-21
XY Planning Network, Inc.
INCREASED10,5193,730+6,789+182%$356.7K$1.0M+$666.2K2026-10-14
TD Waterhouse Canada Inc.
DECREASED10,48612,363-1,877-15%$1.2M$1.0M-$159.9K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED10,44718,798-8,351-44%$1.8M$1.0M-$781.6K2026-10-15
Bison Wealth, LLC
DECREASED10,02211,228-1,206-11%$1.1M$994.3K-$86.2K2026-10-13
Apollon Financial, LLC
INCREASED10,01110,009+2+0%$957.1K$973.5K+$16.4K2026-10-23
Greenwood Gearhart LLC
UNCHANGED10,01010,01000%$957.2K$973.4K+$16.2K2026-11-02
StoneX Group Inc.
INCREASED9,9605,653+4,307+76%$546.6K$969.3K+$422.7K2026-11-03
Trust Point Inc.
UNCHANGED9,6969,69600%$927.1K$942.8K+$15.7K2026-10-27
Bulwark Capital Corp
DECREASED9,5729,846-274-3%$941.5K$930.8K-$10.7K2026-10-13
Mayfair Advisory Group, LLC
INCREASED9,5109,491+19+0%$905.8K$924.8K+$19.0K2026-10-20
Resonant Capital Advisors, LLC
INCREASED9,4958,735+760+9%$835.2K$923.3K+$88.1K2026-10-15
MGO One Seven LLC
INCREASED9,3918,905+486+5%$851.5K$913.2K+$61.7K2026-10-28
Parsons Capital Management Inc
DECREASED9,38810,861-1,473-14%$1.0M$912.9K-$125.6K2026-10-28
Level Four Advisory Services, LLC
DECREASED9,3749,774-400-4%$934.6K$911.6K-$23.1K2026-11-06
First Horizon Corp
UNCHANGED9,1709,17000%$876.8K$891.7K+$14.9K2026-10-26
Simplicity Wealth,LLC
DECREASED9,15114,464-5,313-37%$1.4M$889.8K-$493.2K2026-10-23
Horizon Wealth Management, LLC
DECREASED9,1439,313-170-2%$890.5K$889.0K-$1.5K2026-11-02
Avestar Capital, LLC
NEW9,136—+9,136——$888.4K—2026-10-28
Cornerstone Wealth Management, LLC
DECREASED9,1019,250-149-2%$884.5K$885.0K+$4872026-11-04
Howard Bailey Securities, LLC
DECREASED9,0539,259-206-2%$885.4K$880.3K-$5.1K2026-10-27
Midwest Trust Co
INCREASED8,9198,322+597+7%$795.8K$867.3K+$71.5K2026-10-22
Focused Alpha, LLC
INCREASED8,7848,761+23+0%$837.7K$854.2K+$16.5K2026-10-20
Valmark Advisers, Inc.
UNCHANGED8,7678,76700%$838.3K$852.5K+$14.2K2026-11-06
NWF Advisory Services Inc.
INCREASED8,7038,456+247+3%$808.5K$846.3K+$37.9K2026-10-19
1834 Investment Advisors Co
NEW8,378—+8,378——$814.7K—2026-10-16
Beacon Financial Advisory LLC
DECREASED8,3289,300-972-10%$889.3K$809.8K-$79.5K2026-10-16
Noble Wealth Management PBC
DECREASED8,3089,406-1,098-12%$899.4K$807.9K-$91.5K2026-10-01
Archer Investment Management, LLC
DECREASED8,1708,775-605-7%$839.1K$794.5K-$44.7K2026-10-13
Turtle Creek Wealth Advisors, LLC
UNCHANGED8,1318,13100%$777.5K$790.7K+$13.2K2026-10-15
Allen Capital Group, LLC
DECREASED8,0588,108-50-1%$775.3K$783.5K+$8.3K2026-10-27
Atlas Private Wealth Advisors
DECREASED8,0349,639-1,605-17%$921.6K$781.2K-$140.4K2026-10-23
Old National Bancorp
INCREASED7,9886,828+1,160+17%$652.9K$776.8K+$123.9K2026-10-20
United Community Bank
INCREASED7,9347,499+435+6%$717.1K$771.5K+$54.4K2026-10-28
Thrive Wealth Management, LLC
DECREASED7,9037,931-280%$758.4K$768.5K+$10.1K2026-10-13
Flynn Zito Capital Management, LLC
DECREASED7,8737,875-20%$753.0K$765.5K+$12.5K2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED7,7907,79000%$744.9K$757.5K+$12.6K2026-11-02
Simon Quick Advisors, LLC
UNCHANGED7,7627,76200%$742.2K$754.8K+$12.6K2026-10-26
Cidel Asset Management Inc
INCREASED7,5647,485+79+1%$715.7K$735.5K+$19.8K2026-10-29
Koshinski Asset Management, Inc.
DECREASED7,4627,622-160-2%$728.8K$725.6K-$3.2K2026-10-29
Brookstone Capital Management
INCREASED7,3767,254+122+2%$693.6K$717.3K+$23.6K2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED7,3627,36200%$704.0K$715.9K+$11.9K2026-11-05
Redwood Family Wealth LLC
INCREASED7,2727,224+48+1%$690.8K$707.1K+$16.2K2026-10-20
KPP Advisory Services LLC
DECREASED7,0677,954-887-11%$760.6K$687.2K-$73.3K2026-10-26
Biltmore Family Office, LLC
UNCHANGED7,0507,05000%$674.1K$685.5K+$11.4K2026-11-03
CDM Financial Counseling Services, Inc.
UNCHANGED6,9426,94200%$663.8K$675.0K+$11.2K2026-10-15
GW Henssler & Associates LTD
INCREASED6,9136,896+17+0%$659.4K$672.2K+$12.8K2026-10-26
truNorth Financial Services, Inc.
DECREASED6,8387,088-250-4%$677.8K$664.9K-$12.8K2026-11-06
Bokf, NA
UNCHANGED6,8306,83000%$653.1K$664.1K+$11.1K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED6,6637,057-394-6%$674.8K$647.9K-$26.9K2026-10-28
Allworth Financial LP
INCREASED6,5785,696+882+15%$544.7K$629.0K+$84.3K2026-11-06
Florida Trust Wealth Management Co
INCREASED6,5323,472+3,060+88%$332.0K$635.2K+$303.2K2026-11-05
Deltec Asset Management LLC
UNCHANGED6,3006,30000%$602.4K$612.6K+$10.2K2026-10-26
Meitav Investment House LTD
INCREASED6,2194,145+2,074+50%$395.7K$603.9K+$208.2K2026-10-28
Clark Asset Management, LLC
DECREASED6,1177,051-934-13%$674.2K$594.8K-$79.4K2026-10-19
Kondo Wealth Advisors, Inc.
INCREASED6,1135,772+341+6%$551.9K$594.6K+$42.6K2026-10-19
Rose Capital Advisors LLC
NEW6,096—+6,096——$592.8K—2026-11-04
Collaborative Wealth Managment Inc.
INCREASED6,0295,729+300+5%$547.8K$586.3K+$38.5K2026-11-06
Detalus Advisors, LLC
DECREASED6,0276,396-369-6%$611.5K$586.0K-$25.5K2026-10-15
Montecito Bank & Trust
DECREASED6,0106,145-135-2%$587.6K$584.4K-$3.2K2026-10-01
Clearstead Advisors, LLC
UNCHANGED5,9835,98300%$572.1K$581.8K+$9.7K2026-11-06
PDS Planning, Inc
INCREASED5,9415,328+613+12%$509.5K$577.7K+$68.2K2026-11-03
Krilogy Financial LLC
DECREASED5,8746,332-458-7%$605.5K$582.8K-$22.6K2026-10-13
Meridian Wealth Management, LLC
DECREASED5,8606,213-353-6%$594.1K$569.8K-$24.2K2026-11-05
Cordatus Wealth Management LLC
UNCHANGED5,8225,82200%$556.7K$566.1K+$9.4K2026-10-19
Covenant Asset Management, LLC
DECREASED5,6895,948-259-4%$568.7K$553.2K-$15.5K2026-10-14
Claro Advisors Inc.
INCREASED5,6715,659+12+0%$541.1K$551.4K+$10.3K2026-11-02
Assetmark, Inc
INCREASED5,6523,316+2,336+70%$317.1K$549.6K+$232.5K2026-10-21
Sierra Summit Advisors LLC
UNCHANGED5,6005,60000%$535.5K$544.5K+$9.1K2026-10-28
Future Financial Wealth Managment LLC
INCREASED5,5985,597+1+0%$531.7K$544.3K+$12.6K2026-10-15
Davenport & Co LLC
INCREASED5,5455,465+80+1%$522.5K$539.1K+$16.6K2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED5,5397,442-1,903-26%$711.6K$538.6K-$173.0K2026-10-19
Councilor Wealth, LLC
DECREASED5,4485,647-199-4%$540.0K$529.9K-$10.2K2026-10-09
First National Bank Sioux Falls
INCREASED5,4275,137+290+6%$476.8K$527.7K+$50.9K2026-10-13
Leelyn Smith, LLC
UNCHANGED5,4025,40200%$516.5K$525.3K+$8.8K2026-11-03
Fox Financial, Inc
UNCHANGED5,3355,33500%$510.1K$518.8K+$8.6K2026-10-29
Visionary Wealth Advisors
INCREASED5,2214,380+841+19%$418.8K$507.7K+$88.9K2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED5,2205,335-115-2%$510.1K$507.6K-$2.5K2026-10-26
Klingman & Associates, LLC
UNCHANGED5,1295,12900%$490.4K$498.7K+$8.3K2026-10-20
Legacy Private Trust Co.
UNCHANGED5,0315,03100%$481.1K$489.2K+$8.2K2026-10-06
World Equity Group, Inc.
INCREASED4,9484,853+95+2%$464.0K$481.1K+$17.1K2026-10-14
Objective Capital Management, LLC
INCREASED4,9314,921+10+0%$470.5K$479.5K+$8.9K2026-10-13
Friday Financial
UNCHANGED4,9004,90000%$472.1K$477.4K+$5.3K2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED4,8684,853+15+0%$464.1K$473.3K+$9.3K2026-10-16
Clarus Group, Inc.
UNCHANGED4,7874,78700%$457.7K$465.5K+$7.8K2026-10-21
Creative Financial Designs Inc
INCREASED4,7172,927+1,790+61%$279.9K$458.7K+$178.8K2026-11-04
Bluesphere Advisors LLC
UNCHANGED4,5954,59500%$439.4K$446.8K+$7.4K2026-10-19
Bank of New York Mellon Corp
DECREASED4,5714,974-403-8%$475.6K$444.4K-$31.2K2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED4,5364,53600%$433.7K$441.1K+$7.3K2026-10-30
Parcion Private Wealth LLC
NEW4,524—+4,524——$439.9K—2026-10-28
Farrell Financial LLC
INCREASED4,4344,416+18+0%$422.3K$431.1K+$8.9K2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED4,4253,055+1,370+45%$292.1K$430.3K+$138.2K2026-11-03
Triangle Securities Wealth Management
UNCHANGED4,4054,40500%$421.2K$428.3K+$7.1K2026-10-14
Galvin, Gaustad & Stein, LLC
UNCHANGED4,4004,40000%$420.7K$427.9K+$7.1K2026-10-08
Blue Trust, Inc.
INCREASED4,3944,392+2+0%$420.0K$427.3K+$7.4K2026-10-15
Gallacher Capital Management LLC
UNCHANGED4,3874,38700%$419.5K$426.6K+$7.1K2026-10-30
Luts & Greenleigh Group, Inc.
UNCHANGED4,3754,37500%$418.3K$425.4K+$7.1K2026-11-05
LongView Wealth Management
DECREASED4,2785,856-1,578-27%$559.9K$416.0K-$143.9K2026-10-19
Waterfront Wealth Inc.
DECREASED4,2714,375-104-2%$424.7K$423.7K-$1.0K2026-11-03
RTD Financial Advisors, Inc.
UNCHANGED4,2524,25200%$406.6K$413.5K+$6.9K2026-10-09
Mission Wealth Management, LP
DECREASED4,25114,630-10,379-71%$1.4M$413.4K-$985.5K2026-10-15
Lantern Wealth Advisors, LLC
INCREASED4,2304,092+138+3%$391.3K$411.3K+$20.0K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED4,1444,102+42+1%$392.3K$402.9K+$10.7K2026-10-29
Iron Financial LLC
UNCHANGED4,0714,07100%$389.3K$395.9K+$6.6K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED4,0493,743+306+8%$357.9K$393.7K+$35.9K2026-11-04
Spectrum Wealth Advisory Group, LLC
UNCHANGED3,8723,87200%$370.3K$376.5K+$6.3K2026-10-29
Summit Financial Wealth Advisors, LLC
UNCHANGED3,7963,79600%$363.0K$369.1K+$6.1K2026-10-15
TritonPoint Partners, LLC
UNCHANGED3,7893,78900%$362.3K$368.4K+$6.1K2026-11-05
Reap Financial Group, LLC
DECREASED3,7843,796-120%$362.9K$367.9K+$5.0K2026-11-02
Virtue Capital Management, LLC
NEW3,783—+3,783——$367.9K—2026-10-29
Sun Group Wealth Partners
INCREASED3,7823,676+106+3%$351.5K$367.8K+$16.3K2026-10-26
Philadelphia Trust Co
UNCHANGED3,7573,75700%$359.0K$365-$358.6K2026-11-05
Russell Investments Group, Ltd.
INCREASED3,692426+3,266+767%$40.7K$359.0K+$318.3K2026-11-06
Regent Peak Wealth Advisors LLC
DECREASED3,6713,687-160%$352.6K$357.0K+$4.4K2026-10-13
Commonwealth Retirement Investments LLC
INCREASED3,5783,523+55+2%$336.9K$347.9K+$11.0K2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED3,5642,456+1,108+45%$234.8K$346.6K+$111.7K2026-10-16
Diversify Wealth Management, LLC
DECREASED3,5463,670-124-3%$350.9K$352.7K+$1.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED3,5463,670-124-3%$350.9K$352.7K+$1.9K2026-10-20
Tranquility Partners, LLC
DECREASED3,4713,485-140%$333.2K$337.5K+$4.3K2026-10-20
Advisory Solutions Group, LLC
NEW3,435—+3,435——$334.0K—2026-10-14
Paragon Capital Management Ltd
UNCHANGED3,4243,42400%$327.4K$333.0K+$5.5K2026-10-09
Weaver Consulting Group
INCREASED3,3823,332+50+2%$318.6K$328.9K+$10.3K2026-10-07
Mann Financial Group, Inc.
NEW3,381—+3,381——$328.8K—2026-10-15
B.A. Schrock Wealth Management, Inc.
NEW3,365—+3,365——$327.8K—2026-10-15
LightSquare Wealth Management, LLC
UNCHANGED3,2963,29600%$315.1K$320.5K+$5.3K2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED3,2773,27700%$313.3K$318.7K+$5.3K2026-10-05
Ballast Rock Private Wealth LLC
UNCHANGED3,2713,27100%$312.8K$318.1K+$5.3K2026-10-26
Avior Wealth Management, LLC
INCREASED3,1902,690+500+19%$257.2K$310.2K+$53.0K2026-10-13
Pictet North America Advisors SA
UNCHANGED3,0003,00000%$286.9K$291.7K+$4.9K2026-10-21
Swmg, LLC
DECREASED2,9583,884-926-24%$373.9K$293.2K-$80.7K2026-10-23
Third View Private Wealth, LLC
DECREASED2,9293,234-305-9%$309.2K$284.8K-$24.4K2026-10-30
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,8932,89300%$276.6K$281.3K+$4.7K2026-11-04
apricus wealth, LLC
UNCHANGED2,8502,85000%$272.5K$277.1K+$4.6K2026-10-26
Omni 360 Wealth, Inc.
DECREASED2,8302,976-146-5%$284.6K$275.2K-$9.4K2026-10-13
Impact Capital Partners LLC
DECREASED2,81121,582-18,771-87%$2.1M$273.3K-$1.8M2026-10-22
Everhart Financial Group, Inc.
DECREASED2,8043,364-560-17%$321.7K$272.7K-$49.0K2026-10-08
Chatham Capital Group, Inc.
DECREASED2,80020,567-17,767-86%$2.0M$272.3K-$1.7M2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
DECREASED2,7992,818-19-1%$269.4K$272.2K+$2.7K2026-10-09
Milestones Private Investment Advisors LLC
UNCHANGED2,7902,79000%$266.8K$271.3K+$4.5K2026-10-19
Soltis Investment Advisors LLC
INCREASED2,7842,725+59+2%$260.5K$270.7K+$10.2K2026-10-28
Thryve Wealth Management LLC
DECREASED2,7812,824-43-2%$270.0K$270.4K+$3932026-10-09
Gibbs Wealth Management
NEW2,778—+2,778——$270.1K—2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED2,7772,77700%$265.5K$270.0K+$4.5K2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED2,7382,753-15-1%$263.2K$266.2K+$3.0K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED2,7182,708+10+0%$259.0K$264.3K+$5.4K2026-10-29
McAlister, Sweet & Associates, Inc.
UNCHANGED2,7002,70000%$258.2K$262.5K+$4.4K2026-10-07
Nautilus Advisors LLC
DECREASED2,6092,658-49-2%$258.0K$253.7K-$4.3K2026-10-07
Thrive Capital Management, LLC
NEW2,574—+2,574——$250.3K—2026-10-28
Alchemi Wealth, LLC
NEW2,562—+2,562——$249.1K—2026-11-04
First Business Financial Services, Inc.
UNCHANGED2,5432,54300%$243.2K$247.3K+$4.1K2026-10-29
AlphaStar Capital Management, LLC
INCREASED2,5272,160+367+17%$206.5K$245.7K+$39.2K2026-10-16
Signaturefd, LLC
UNCHANGED2,5042,50400%$239.4K$243.5K+$4.1K2026-10-23
JGP Wealth Management, LLC
INCREASED2,4842,305+179+8%$220.4K$241.5K+$21.1K2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,4412,44100%$233.4K$237.4K+$4.0K2026-10-16
Capital Management Corp
UNCHANGED2,4302,43000%$232.4K$236.3K+$3.9K2026-10-29
Matauro, LLC
NEW2,394—+2,394——$232.8K—2026-11-03
Benedict Financial Advisors Inc
INCREASED2,3642,329+35+2%$222.7K$229.8K+$7.2K2026-10-07
Harbor Investment Advisory, LLC
UNCHANGED2,3472,34700%$224.4K$228.2K+$3.8K2026-10-13
ATX Financial Planning, LLC
DECREASED2,3407,513-5,173-69%$718.4K$227.5K-$490.8K2026-10-14
Stewardship Concepts Financial Services LLC
DECREASED2,3272,338-110%$223.5K$226.3K+$2.8K2026-10-06
Ipswich Investment Management Co., Inc.
UNCHANGED2,2702,27000%$217.1K$220.7K+$3.7K2026-10-13
Trust Co of Toledo NA
DECREASED2,2682,289-21-1%$218.9K$220.5K+$1.7K2026-10-16
Summit Wealth Group LLC / Co
DECREASED2,2112,607-396-15%$249.3K$215.0K-$34.3K2026-10-29
Edgemoor Investment Advisors, Inc.
UNCHANGED2,2002,20000%$210.4K$213.9K+$3.6K2026-11-03
Ritholtz Wealth Management
DECREASED2,1833,062-879-29%$292.8K$212.3K-$80.5K2026-11-05
Armbruster Capital Management, Inc.
UNCHANGED2,1772,17700%$208.2K$211.7K+$3.5K2026-10-19
Evanson Financial, LLC
UNCHANGED2,1682,16800%$207.3K$210.8K+$3.5K2026-10-23
Wedbush Securities Inc
DECREASED2,16510,528-8,363-79%$1.0M$210-$1.0M2026-10-22
Cypress Capital Group
UNCHANGED2,1652,16500%$207.0K$210.5K+$3.5K2026-11-03
Harbor Asset Planning, Inc.
INCREASED2,1462,139+7+0%$204.6K$208.7K+$4.1K2026-10-23
M Holdings Securities, Inc.
NEW2,132—+2,132——$209—2026-11-03
Asset Dedication, LLC
DECREASED2,1022,176-74-3%$208.1K$204.4K-$3.7K2026-11-03
Guerra PAN Advisors, LLC
UNCHANGED2,0972,09700%$200.5K$207.2K+$6.7K2026-10-26
Walkner Condon Financial Advisors LLC
UNCHANGED2,0922,09200%$200.0K$203.4K+$3.4K2026-11-02
Onyx Bridge Wealth Group LLC
NEW2,089—+2,089——$203.1K—2026-10-16
Gilbert Capital Group, Inc.
NEW2,085—+2,085——$202.7K—2026-10-28
Breakwater Investment Management
DECREASED2,0763,158-1,082-34%$302.0K$201.9K-$100.1K2026-10-20
James T. Borello RIA
UNCHANGED2,0592,05900%$196.9K$200.2K+$3.3K2026-10-16
SAX Wealth Advisors, LLC
NEW2,057—+2,057——$200.0K—2026-10-13
Latitude Advisors, LLC
NEW1,865—+1,865——$181.4K—2026-10-27
AlphaCore Capital LLC
UNCHANGED1,8621,86200%$178.0K$181.1K+$3.0K2026-11-04
Citigroup Inc
INCREASED1,844967+877+91%$92.5K$179.3K+$86.8K2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED1,6721,67200%$159.9K$162.6K+$2.7K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED1,5701,57000%$150.1K$152.7K+$2.5K2026-10-09
Key FInancial Inc
DECREASED1,5541,944-390-20%$185.9K$151.1K-$34.8K2026-11-02
Wolff Wiese Magana LLC
INCREASED1,4271,411+16+1%$134.9K$138.8K+$3.8K2026-10-15
Coastline Trust Co
DECREASED1,3751,608-233-14%$153.8K$133.7K-$20.1K2026-10-01
American National Bank & Trust
INCREASED1,306787+519+66%$75.3K$127.0K+$51.7K2026-10-07
Piscataqua Savings Bank
UNCHANGED1,3001,30000%$124.3K$126.4K+$2.1K2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED1,2751,27500%$121.9K$124.0K+$2.1K2026-10-16
Clearstead Trust, LLC
UNCHANGED1,2661,26600%$121.1K$123.1K+$2.1K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED1,1951,19500%$114.3K$116.2K+$1.9K2026-10-28
Navigoe, LLC
UNCHANGED1,1941,19400%$114.0K$116-$113.9K2026-11-04
Laurel Wealth Advisors LLC
NEW1,118—+1,118——$108.7K—2026-10-27
Tounjian Advisory Partners, LLC
DECREASED1,1071,144-37-3%$109.4K$107.6K-$1.8K2026-11-04
Westside Investment Management, Inc.
UNCHANGED1,0551,05500%$100.9K$103.6K+$2.7K2026-11-02
Rossby Financial, LCC
DECREASED1,0021,012-10-1%$96.7K$97.5K+$7322026-11-05
NBH Bank
UNCHANGED93093000%$88.9K$90.4K+$1.5K2026-11-05
Trust Co
INCREASED863256+607+237%$24.5K$83.9K+$59.4K2026-10-09
Holos Integrated Wealth LLC
DECREASED780869-89-10%$83.7K$77.1K-$6.6K2026-10-23
Gamma Investing LLC
UNCHANGED75175100%$71.8K$73.0K+$1.2K2026-10-08
Next Level Wealth Planning, LLC
NEW738—+738——$71.8K—2026-10-29
Bangor Savings Bank
UNCHANGED68368300%$65.3K$66.4K+$1.1K2026-10-06
Trust Co of Vermont
UNCHANGED61261200%$58.5K$59.5K+$9922026-10-21
Keystone Financial Group, Inc.
DECREASED610747-137-18%$71.4K$59.3K-$12.1K2026-10-13
RMG Wealth Management LLC
INCREASED602369+233+63%$36.9K$59.5K+$22.6K2026-10-26
Activest Wealth Management
DECREASED571722-151-21%$69.0K$55.5K-$13.5K2026-10-15
Root Financial Partners, LLC
NEW544—+544——$52.9K—2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED52552500%$50.2K$51.1K+$8502026-10-07
Elevation Wealth Partners, LLC
INCREASED488487+1+0%$46.6K$47.5K+$9302026-10-07
Newton One Investments LLC
DECREASED457595-138-23%$56.9K$44.4K-$12.5K2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED44044000%$42.1K$42.8K+$7132026-10-15
Highline Wealth Partners LLC
UNCHANGED41341300%$39.5K$40.2K+$6692026-10-19
North Point Portfolio Managers Corp
NEW390—+390——$37.9K—2026-10-07
Versant Capital Management, Inc
UNCHANGED38138100%$36.4K$37.0K+$6172026-10-02
Financial Network Wealth Advisors LLC
INCREASED36777+290+377%$7.4K$35.7K+$28.3K2026-10-28
GK Wealth Management LLC
NEW364—+364——$35.4K—2026-10-09
Chapman Financial Group, LLC
UNCHANGED35035000%$33.5K$34.0K+$5672026-10-26
JFS Wealth Advisors, LLC
UNCHANGED32332300%$30.9K$31.4K+$5232026-11-03
Tsfg, LLC
UNCHANGED30830800%$29$30+$12026-10-23
Covestor Ltd
INCREASED300295+5+2%$28.0K$29-$28.0K2026-10-30
Allspring Global Investments Holdings, LLC
NEW274—+274——$26.9K—2026-11-04
Hilton Head Capital Partners, LLC
INCREASED269268+1+0%$25.7K$26.1K+$4692026-10-23
North Star Investment Management Corp.
UNCHANGED26626600%$25.4K$25.9K+$4312026-10-27
Princeton Global Asset Management LLC
UNCHANGED25025000%$23.9K$24.3K+$4052026-10-21
Indiana Trust & Investment Management Co
UNCHANGED22722700%$21.7K$22.1K+$3672026-10-22
Spire Wealth Management
UNCHANGED22622600%$21.6K$22.0K+$3662026-10-30
Fairman Group, LLC
UNCHANGED20020000%$19.1K$19.4K+$3242026-10-26
Bare Financial Services, Inc
UNCHANGED15515500%$14.8K$15.1K+$2512026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED15015000%$14.3K$14.6K+$2432026-10-16
Buck Wealth Strategies, LLC
DECREASED138140-2-1%$13.4K$13.5K+$692026-10-28
Kingdom Financial Group Llc.
UNCHANGED11811800%$11.3K$11.5K+$2252026-11-04
Southern Michigan Bank & Trust
UNCHANGED11511500%$11.0K$11.2K+$1872026-10-19
Financial Perspectives, Inc
UNCHANGED10410400%$9.9K$10.1K+$1692026-11-03
Costello Asset Management, Inc
INCREASED103102+1+1%$9.8K$10.0K+$1952026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED878700%$8.3K$8.5K+$1412026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED818100%$7.7K$7.9K+$1312026-10-20
Country Trust Bank
NEW80—+80——$7.8K—2026-10-30
NBT Bank, N.A.
UNCHANGED787800%$7.5K$7.6K+$1272026-10-21
Y.D. More Investments Ltd
DECREASED701,287-1,217-95%$483.1K$6.8K-$476.3K2026-11-02
Rakuten Securities, Inc.
NEW68—+68——$6.6K—2026-11-02
Abound Wealth Management
UNCHANGED626200%$5.9K$6.0K+$1002026-10-26
First Command Advisory Services, Inc.
NEW60—+60——$5.8K—2026-11-05
Davis Capital Management
UNCHANGED565600%$5.4K$5.4K+$902026-10-08
Catherine Avery Investment Management LLC
UNCHANGED555500%$5.3K$5.3K+$892026-10-14
Duncker Streett & Co Inc
UNCHANGED505000%$4.8K$4.9K+$812026-10-27
Miller Global Investments, LLC
NEW15—+15——$1.5K—2026-10-02
Markowski Investments
UNCHANGED4400%$393$399+$62026-10-30
HBK Sorce Advisory LLC
CLOSED06,734-6,734-100%$669.0K$0-$669.0K2026-11-06
Hardy Reed LLC
CLOSED04,986-4,986-100%$476.8K$0-$476.8K2026-11-06
Zega Investments, LLC
CLOSED03,705-3,705-100%$354.3K$0-$354.3K2026-11-04
Veracity Capital LLC
CLOSED03,526-3,526-100%$337.1K$0-$337.1K2026-10-08
Bath Savings Trust Co
CLOSED03,121-3,121-100%$298.4K$0-$298.4K2026-10-07
Redwood Financial Network Corp
CLOSED02,695-2,695-100%$257.7K$0-$257.7K2026-11-03
Retirement Investment Advisors, Inc.
CLOSED02,321-2,321-100%$224.1K$0-$224.1K2026-10-22
Breakwater Capital Group
CLOSED02,161-2,161-100%$206.6K$0-$206.6K2026-10-09
Accredited Investors Inc.
CLOSED02,150-2,150-100%$205.6K$0-$205.6K2026-11-03
Institute for Wealth Management, Llc.
CLOSED01,987-1,987-100%$190.0K$0-$190.0K2026-11-06
Independence Bank of Kentucky
CLOSED01,371-1,371-100%$131.1K$0-$131.1K2026-10-26
Pioneer Family Office, LLC
CLOSED01,340-1,340-100%$128.1K$0-$128.1K2026-10-30
AdvisorNet Financial, Inc
CLOSED0702-702-100%$67.2K$0-$67.2K2026-10-15
International Assets Investment Management, LLC
CLOSED0600-600-100%$57.3K$0-$57.3K2026-11-02
Stone House Investment Management, LLC
CLOSED0483-483-100%$46.2K$0-$46.2K2026-10-23
Brooklyn FI, LLC
CLOSED0465-465-100%$44.7K$0-$44.7K2026-11-05
Addison Advisors LLC
CLOSED0206-206-100%$19.7K$0-$19.7K2026-11-06
Salem Investment Counselors Inc
CLOSED0110-110-100%$10.5K$0-$10.5K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0104-104-100%$9.9K$0-$9.9K2026-10-26
Founders Capital Management
CLOSED066-66-100%$6.3K$0-$6.3K2026-10-13
Bfsg, LLC
CLOSED017-17-100%$1.6K$0-$1.6K2026-10-30
GFS Advisors, LLC
CLOSED016-16-100%$596.7K$0-$596.7K2026-11-03
Key Capital Management, Inc
CLOSED013-13-100%$1.2K$0-$1.2K2026-11-03
Bank of America Corp
N/A—11,286,993-11,286,993-100%$1.1B———
Morgan Stanley
N/A—8,705,431-8,705,431-100%$832.4M———
Ameriprise Financial Inc
N/A—6,810,149-6,810,149-100%$651.2M———
Raymond James Financial Inc
N/A—3,500,117-3,500,117-100%$334.7M———
UBS Group AG
N/A—2,793,709-2,793,709-100%$267.1M———
HighTower Advisors, LLC
N/A—2,717,667-2,717,667-100%$259.9M———
Cetera Investment Advisers
N/A—2,640,256-2,640,256-100%$252.5M———
Envestnet Asset Management Inc
N/A—1,966,718-1,966,718-100%$188.1M———
Wells Fargo & Company
N/A—1,632,046-1,632,046-100%$156.1M———
Royal Bank of Canada
N/A—1,526,712-1,526,712-100%$146.0M———
Focus Partners Wealth
N/A—1,291,594-1,291,594-100%$123.5M———
Private Advisor Group, LLC
N/A—1,181,665-1,181,665-100%$113.0M———
Steward Partners Investment Advisory, LLC
N/A—1,143,793-1,143,793-100%$109.4M———
Bluespring Wealth Management, LLC
N/A—1,088,807-1,088,807-100%$104.1M———
Huntington National Bank
N/A—1,080,381-1,080,381-100%$103.3M———
Waddell & Associates, LLC
N/A—1,037,498-1,037,498-100%$99.2M———
Stratos Investment Management, LLC
N/A—971,774-971,774-100%$92.9M———
Bouchey Financial Group, Ltd.
N/A—885,297-885,297-100%$84.7M———
Captrust Financial Advisors
N/A—856,123-856,123-100%$81.9M———
Glassman Wealth Services
N/A—827,493-827,493-100%$79.1M———
Legacy Financial Advisors, Inc.
N/A—732,660-732,660-100%$70.1M———
Osaic Holdings, Inc.
N/A—725,739-725,739-100%$69.4M———
Rockefeller Capital Management L.P.
N/A—694,884-694,884-100%$66.4M———
IAM Advisory, LLC
N/A—668,549-668,549-100%$63.9M———
HighPoint Advisor Group LLC
N/A—616,362-616,362-100%$58.9M———
Prestige Wealth Management Group LLC
N/A—605,899-605,899-100%$57.9M———
JPMorgan Chase & Co
N/A—565,233-565,233-100%$53.9M———
Glen Eagle Advisors, LLC
N/A—540,005-540,005-100%$51.6M———
Duncan Williams Asset Management, LLC
N/A—533,740-533,740-100%$51.0M———
NewEdge Advisors, LLC
N/A—533,206-533,206-100%$51.0M———
Connable Office Inc
N/A—530,321-530,321-100%$50.7M———
OneDigital Investment Advisors LLC
N/A—514,236-514,236-100%$49.2M———
Stifel Financial Corp
N/A—506,722-506,722-100%$48.5M———
One Capital Management, LLC
N/A—498,699-498,699-100%$43.8M———
Equitable Holdings, Inc.
N/A—461,544-461,544-100%$44.1M———
Serenus Wealth Advisors, LLC
N/A—413,908-413,908-100%$39.6M———
Jones Financial Companies Lllp
N/A—394,078-394,078-100%$37.3M———
Aspire Capital Advisors LLC
N/A—381,712-381,712-100%$36.5M———
Resolute Capital, LLC
N/A—364,168-364,168-100%$34.8M———
MML Investors Services, LLC
N/A—351,171-351,171-100%$33.6M———
Modern Wealth Management, LLC
N/A—342,329-342,329-100%$32.7M———
NewEdge Wealth, LLC
N/A—329,817-329,817-100%$31.5M———
Per Stirling Capital Management, Llc.
N/A—328,739-328,739-100%$31.4M———
Belpointe Asset Management LLC
N/A—327,342-327,342-100%$31.3M———
Mariner, LLC
N/A—321,071-321,071-100%$30.7M———
Cerity Partners LLC
N/A—305,644-305,644-100%$29.2M———
Potomac Fund Management Inc
N/A—290,900-290,900-100%$27.8M———
Cvfg LLC
N/A—278,284-278,284-100%$26.6M———
Janney Montgomery Scott LLC
N/A—232,694-232,694-100%$22.3M———
SK Wealth Management, LLC
N/A—225,628-225,628-100%$22.6M———
Sanctuary Advisors, LLC
N/A—217,430-217,430-100%$20.8M———
MOR Wealth Management, LLC
N/A—208,478-208,478-100%$19.9M———
Curi Capital, LLC
N/A—188,390-188,390-100%$18.0M———
Western Wealth Management, LLC
N/A—185,780-185,780-100%$17.8M———
Smartleaf Asset Management LLC
N/A—180,457-180,457-100%$17.2M———
Main Street Financial Solutions, LLC
N/A—176,803-176,803-100%$16.9M———
Northwestern Mutual Wealth Management Co
N/A—157,946-157,946-100%$15.1M———
Goldman Sachs Group Inc
N/A—144,846-144,846-100%$13.9M———
IFG Advisory, LLC
N/A—141,917-141,917-100%$13.6M———
TD Capital Management LLC
N/A—137,069-137,069-100%$13.1M———
Oxinas Partners, LLC
N/A—136,804-136,804-100%$13.1M———
Foundations Investment Advisors, LLC
N/A—130,300-130,300-100%$12.5M———
Wealthspire Advisors, LLC
N/A—121,708-121,708-100%$11.6M———
World Investment Advisors
N/A—121,030-121,030-100%$10.6M———
Avant Capital LLC
N/A—111,064-111,064-100%$10.6M———
Tudor Investment Corp ET AL
N/A—105,650-105,650-100%$10.1M———
Fiduciary Group, LLC
N/A—101,487-101,487-100%$9.7M———
Stratos Wealth Partners, Ltd.
N/A—100,714-100,714-100%$9.6M———
Great Valley Advisor Group, Inc.
N/A—100,401-100,401-100%$9.6M———
Sequoia Financial Advisors, LLC
N/A—97,798-97,798-100%$9.4M———
Rothschild Wealth LLC
N/A—96,629-96,629-100%$9.2M———
&partners
N/A—93,764-93,764-100%$9.0M———
United Capital Financial Advisors, LLC
N/A—93,298-93,298-100%$8.9M———
Gateway Wealth Partners, LLC
N/A—89,344-89,344-100%$8.5M———
Founders Financial Alliance, LLC
N/A—89,162-89,162-100%$8.5M———
Baird Financial Group, Inc.
N/A—86,600-86,600-100%$8.3M———
Prosperity Consulting Group, LLC
N/A—86,339-86,339-100%$8.3M———
PMG Wealth Management, Inc.
N/A—85,269-85,269-100%$8.2M———
Latko Wealth Management, Ltd.
N/A—84,959-84,959-100%$8.1M———
Ethos Financial Group, LLC
N/A—81,316-81,316-100%$7.7M———
Brown Advisory Inc
N/A—76,571-76,571-100%$7.3M———
FMR LLC
N/A—74,953-74,953-100%$7.2M———
Ancora Advisors LLCA
N/A—73,477-73,477-100%$7.0M———
LM Advisors LLC
N/A—73,417-73,417-100%$7.0M———
IHT Wealth Management, LLC
N/A—72,431-72,431-100%$6.9M———
Axis Wealth Partners, LLC
N/A—71,749-71,749-100%$6.9M———
BFC Planning, Inc.
N/A—69,077-69,077-100%$6.6M———
Waverly Advisors, LLC
N/A—65,438-65,438-100%$6.3M———
AQR Capital Management LLC
N/A—62,662-62,662-100%$6.0M———
Thomasville National Bank
N/A—62,587-62,587-100%$6.0M———
Hobbs Group Advisors, LLC
N/A—59,710-59,710-100%$5.7M———
Cahill Financial Advisors Inc
N/A—57,460-57,460-100%$5.5M———
Glenmede Trust Co NA
N/A—57,394-57,394-100%$5.5M———
Qube Research & Technologies Ltd
N/A—56,930-56,930-100%$5.4M———
JT Stratford LLC
N/A—54,704-54,704-100%$5.2M———
Premier Private Wealth Management LLC
N/A—54,097-54,097-100%$5.2M———
Eaton Financial Holdings Company, LLC
N/A—52,567-52,567-100%$5.0M———
Ausdal Financial Partners, Inc.
N/A—50,999-50,999-100%$4.9M———
Haverford Trust Co
N/A—50,327-50,327-100%$4.8M———
Vestmark Advisory Solutions, Inc.
N/A—50,044-50,044-100%$4.8M———
Banco de Sabadell, S.a
N/A—49,805-49,805-100%$4.8M———
First Trust Advisors LP
N/A—49,805-49,805-100%$4.8M———
Advisory Services Network, LLC
N/A—49,375-49,375-100%$4.7M———
Crux Wealth Advisors
N/A—49,246-49,246-100%$4.7M———
Summit Financial, LLC
N/A—48,491-48,491-100%$4.6M———
Horizon Investments, LLC
N/A—46,818-46,818-100%$4.5M———
Aptus Capital Advisors, LLC
N/A—46,388-46,388-100%$4.4M———
Vines Capital Management, LLC
N/A—45,991-45,991-100%$4.4M———
Oxbow Advisors, LLC
N/A—42,752-42,752-100%$4.1M———
Arkadios Wealth Advisors
N/A—42,540-42,540-100%$4.1M———
Harvest Investment Services, LLC
N/A—41,896-41,896-100%$4.0M———
Franklin Resources Inc
N/A—41,741-41,741-100%$4.0M———
Quantinno Capital Management LP
N/A—41,233-41,233-100%$3.9M———
UBS Asset Management Americas LLC
N/A—40,576-40,576-100%$3.9M———
Lansing Street Advisors
N/A—40,162-40,162-100%$3.8M———
Osbon Capital Management LLC
N/A—39,795-39,795-100%$3.8M———
Brooks, Moore & Associates, Inc.
N/A—37,075-37,075-100%$3.5M———
Evernest Financial Advisors, LLC
N/A—36,464-36,464-100%$3.5M———
Mercer Global Advisors Inc
N/A—35,585-35,585-100%$3.4M———
EP Wealth Advisors, LLC
N/A—33,957-33,957-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—33,503-33,503-100%$3.2M———
Regal Investment Advisors LLC
N/A—30,563-30,563-100%$2.9M———
Legacy Wealth Managment, LLC
N/A—29,924-29,924-100%$2.9M———
Symphony Financial Services, Inc.
N/A—29,209-29,209-100%$2.8M———
Cresset Asset Management, LLC
N/A—28,943-28,943-100%$2.8M———
Thoroughbred Financial Services, LLC
N/A—27,414-27,414-100%$2.6M———
Global Retirement Partners, LLC
N/A—26,365-26,365-100%$2.5M———
Northern Trust Corp
N/A—26,111-26,111-100%$2.5M———
Menlo Advisors LLC
N/A—25,755-25,755-100%$2.5M———
MAI Capital Management
N/A—25,612-25,612-100%$2.4M———
Capital Group Private Client Services, Inc.
N/A—25,207-25,207-100%$2.4M———
Citadel Advisors LLC
N/A—24,664-24,664-100%$2.4M———
Geneos Wealth Management Inc.
N/A—23,631-23,631-100%$2.3M———
Cascade Financial Partners, LLC
N/A—23,370-23,370-100%$2.2M———
Astoria Portfolio Advisors Llc.
N/A—22,341-22,341-100%$2.1M———
IEQ Capital, LLC
N/A—21,818-21,818-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—21,030-21,030-100%$2.0M———
Susquehanna International Group, LLP
N/A—20,811-20,811-100%$2.0M———
Hollencrest Capital Management
N/A—20,428-20,428-100%$2.0M———
Bravias Capital Group, LLC
N/A—20,301-20,301-100%$1.9M———
AE Wealth Management LLC
N/A—20,045-20,045-100%$1.9M———
Harbour Investments, Inc.
N/A—19,730-19,730-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—19,342-19,342-100%$1.8M———
Keating Financial Advisory Services, Inc.
N/A—18,812-18,812-100%$1.8M———
Denver Wealth Management, Inc.
N/A—18,677-18,677-100%$1.8M———
AssuredPartners Investment Advisors, LLC
N/A—18,234-18,234-100%$1.7M———
Pallas Capital Advisors LLC
N/A—17,718-17,718-100%$1.7M———
Ruggaard & Associates LLC
N/A—17,718-17,718-100%$1.7M———
Vermillion & White Wealth Management Group, LLC
N/A—17,429-17,429-100%$1.7M———
Mosaic Financial Group, LLC
N/A—17,183-17,183-100%$1.6M———
Ridge Creek Global, Inc
N/A—16,960-16,960-100%$1.6M———
BlackRock, Inc.
N/A—16,918-16,918-100%$1.6M———
Van Hulzen Asset Management, LLC
N/A—16,671-16,671-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—15,719-15,719-100%$1.5M———
Kirtland Hills Capital Management, LLC
N/A—15,692-15,692-100%$1.5M———
First National Bank of Omaha
N/A—15,565-15,565-100%$1.5M———
Ballentine Partners, LLC
N/A—14,979-14,979-100%$1.4M———
Natixis Advisors, LLC
N/A—14,749-14,749-100%$1.4M———
Panoramic Investment Advisors, LLC
N/A—14,421-14,421-100%$1.4M———
Smithfield Trust Co
N/A—14,218-14,218-100%$1.4M———
First Commonwealth Financial Corp
N/A—14,199-14,199-100%$1.4M———
Bank of Montreal
N/A—13,812-13,812-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—13,448-13,448-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—13,268-13,268-100%$1.3M———
Muirfield Wealth Advisors LLC
N/A—13,046-13,046-100%$1.2M———
Redwood Investment Management, LLC
N/A—12,990-12,990-100%$1.2M———
Blackhawk Capital Partners, LLC
N/A—12,883-12,883-100%$1.2M———
OakTrust Wealth Advisors, LLC
N/A—12,740-12,740-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—12,303-12,303-100%$1.2M———
Element Wealth, LLC
N/A—12,005-12,005-100%$1.1M———
New World Advisors LLC
N/A—11,403-11,403-100%$1.1M———
National Bank of Canada
N/A—11,139-11,139-100%$1.1M———
Allie Family Office LLC
N/A—10,900-10,900-100%$1.0M———
CVA Family Office, LLC
N/A—10,604-10,604-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,416-10,416-100%$996.0K———
Wharton Business Group, LLC
N/A—10,345-10,345-100%$989.2K———
M&T Bank Corp
N/A—10,342-10,342-100%$988.9K———
Anchor Investment Management, LLC
N/A—10,266-10,266-100%$981.6K———
Florida Financial Advisors, LLC
N/A—10,165-10,165-100%$972.0K———
Safeguard Investment Advisory Group, LLC
N/A—10,144-10,144-100%$970.0K———
SkyView Investment Advisors, LLC
N/A—10,000-10,000-100%$956.0K———
Colonial Trust Co / SC
N/A—9,825-9,825-100%$939.5K———
Savvy Advisors, Inc.
N/A—9,598-9,598-100%$917.8K———
CIBC Bancorp USA Inc.
N/A—9,532-9,532-100%$911.4K———
OneAscent Financial Services LLC
N/A—9,377-9,377-100%$896.6K———
Centaurus Financial, Inc.
N/A—9,099-9,099-100%$870.0K———
Gambit Capital Management, LLC
N/A—8,878-8,878-100%$848.9K———
Johnson Investment Counsel Inc
N/A—8,871-8,871-100%$848.3K———
Pathstone Holdings, LLC
N/A—8,835-8,835-100%$844.8K———
Silver OAK Securities, Incorporated
N/A—8,798-8,798-100%$841.3K———
Wealthspire Retirement, LLC
N/A—8,744-8,744-100%$836.1K———
Alliancebernstein L.P.
N/A—8,495-8,495-100%$746.2K———
Mutual Advisors, LLC
N/A—8,470-8,470-100%$809.9K———
Moneta Group Investment Advisors LLC
N/A—8,461-8,461-100%$809.0K———
Perspective Wealth Advisors LLC
N/A—8,373-8,373-100%$800.6K———
O'shaughnessy Asset Management, LLC
N/A—8,175-8,175-100%$781.7K———
Wealth Management Associates, Inc.
N/A—7,908-7,908-100%$756.2K———
Envestnet Portfolio Solutions, Inc.
N/A—7,800-7,800-100%$745.8K———
Waterloo Capital, L.P.
N/A—7,795-7,795-100%$745.4K———
Advance Capital Management, Inc.
N/A—7,791-7,791-100%$745.0K———
Headlands Technologies LLC
N/A—7,622-7,622-100%$728.8K———
BTG Pactual Asset Management US LLC
N/A—7,548-7,548-100%$543.9K———
Rehmann Capital Advisory Group
N/A—7,437-7,437-100%$711.2K———
Empirical Asset Management, LLC
N/A—7,121-7,121-100%$681.0K———
Investment Advisory Services Group LLC
N/A—7,108-7,108-100%$679.7K———
Rothschild Investment LLC
N/A—7,056-7,056-100%$674.7K———
Arax Advisory Partners
N/A—6,989-6,989-100%$668.3K———
1ST Source Bank
N/A—6,803-6,803-100%$650.5K———
LRI Investments, LLC
N/A—6,772-6,772-100%$647.5K———
Empowered Funds, LLC
N/A—6,555-6,555-100%$626.8K———
Cambria Investment Management, L.P.
N/A—6,555-6,555-100%$626.8K———
Intellus Advisors LLC
N/A—6,391-6,391-100%$611.1K———
CM Wealth Advisors LLC
N/A—6,300-6,300-100%$602.4K———
XTX Topco Ltd
N/A—6,196-6,196-100%$592.5K———
Alta Wealth Advisors LLC
N/A—6,159-6,159-100%$589.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,046-6,046-100%$578.1K———
Alpine Woods Capital Investors, LLC
N/A—6,000-6,000-100%$573.7K———
FreeGulliver LLC
N/A—5,957-5,957-100%$569.6K———
Interactive Financial Advisors, Inc.
N/A—5,769-5,769-100%$533.8K———
Permanent Capital Management, LP
N/A—5,745-5,745-100%$549.3K———
Capital Analysts, LLC
N/A—5,622-5,622-100%$498.0K———
Scotia Capital Inc.
N/A—5,592-5,592-100%$534.7K———
Cozad Asset Management Inc
N/A—5,520-5,520-100%$527.8K———
Jane Street Group, LLC
N/A—5,462-5,462-100%$522.3K———
Hancock Whitney Corp
N/A—5,416-5,416-100%$517.9K———
MWA Asset Management
N/A—5,380-5,380-100%$514.4K———
Independent Advisor Alliance
N/A—5,198-5,198-100%$497.0K———
Principal Securities, Inc.
N/A—5,195-5,195-100%$496.7K———
Inspire Advisors, LLC
N/A—5,181-5,181-100%$495.4K———
Silvercrest Asset Management Group LLC
N/A—5,117-5,117-100%$489.3K———
Hopwood Nicholas Hunter
N/A—5,114-5,114-100%$489.0K———
Spinnaker Trust
N/A—4,980-4,980-100%$476.2K———
Fairview Capital Investment Management, LLC
N/A—4,845-4,845-100%$463.4K———
L & S Advisors Inc
N/A—4,814-4,814-100%$460.3K———
Park Place Capital Corp
N/A—4,804-4,804-100%$459.4K———
ATLas Financial Planning LLC
N/A—4,800-4,800-100%$459.0K———
Chokshi & Queen Wealth Advisors, Inc
N/A—4,723-4,723-100%$451.6K———
Hall Capital Management Co Inc
N/A—4,543-4,543-100%$434.4K———
NorthRock Partners, LLC
N/A—4,391-4,391-100%$419.9K———
Sykon Capital LLC
N/A—4,291-4,291-100%$410.3K———
PFG Investments, LLC
N/A—4,284-4,284-100%$409.6K———
Somerville Kurt F
N/A—4,250-4,250-100%$406.4K———
Heritage Wealth Advisors
N/A—4,235-4,235-100%$404.9K———
Stephens Inc
N/A—4,115-4,115-100%$393.5K———
D. E. Shaw & Co., Inc.
N/A—4,081-4,081-100%$390.2K———
VeraBank, N.A.
N/A—4,056-4,056-100%$387.8K———
Insigneo Advisory Services, LLC
N/A—3,986-3,986-100%$381.1K———
Pinnacle Financial Partners, Inc.
N/A—3,968-3,968-100%$379.4K———
Smith, Moore & Co.
N/A—3,961-3,961-100%$378.8K———
Prasad Wealth Partners, LLC
N/A—3,807-3,807-100%$364.0K———
Twin Focus Capital Partners, LLC
N/A—3,518-3,518-100%$336.4K———
QRG Capital Management, Inc.
N/A—3,452-3,452-100%$330.1K———
Allianz Asset Management GmbH
N/A—3,400-3,400-100%$325.1K———
Nuveen, LLC
N/A—3,372-3,372-100%$322.4K———
Kovack Advisors, Inc.
N/A—3,337-3,337-100%$318.9K———
Snowden Capital Advisors LLC
N/A—3,298-3,298-100%$315.3K———
Benjamin Edwards Inc
N/A—3,139-3,139-100%$300.1K———
Fort Point Capital Partners LLC
N/A—3,130-3,130-100%$287.9K———
HHM Wealth Advisors, LLC
N/A—3,101-3,101-100%$296.5K———
Drucker Wealth 3.0, LLC
N/A—3,064-3,064-100%$293.0K———
Brookwood Investment Group LLC
N/A—3,005-3,005-100%$287.3K———
Lowe Brockenbrough & Co Inc
N/A—3,000-3,000-100%$286.9K———
OneAscent Family Office, LLC
N/A—2,950-2,950-100%$282.1K———
Kingsview Wealth Management, LLC
N/A—2,943-2,943-100%$281.4K———
Regatta Research & Money Management
N/A—2,896-2,896-100%$276.8K———
Prepared Retirement Institute LLC
N/A—2,896-2,896-100%$276.9K———
Hilltop Holdings Inc.
N/A—2,861-2,861-100%$273.5K———
WPWealth LLP
N/A—2,839-2,839-100%$271.5K———
CreativeOne Wealth, LLC
N/A—2,798-2,798-100%$267.5K———
CIBC World Market Inc.
N/A—2,763-2,763-100%$264.2K———
Fidelis Capital Partners, LLC
N/A—2,675-2,675-100%$255.8K———
Truepoint, Inc.
N/A—2,667-2,667-100%$255.0K———
Perennial Investment Advisors, LLC
N/A—2,661-2,661-100%$254.5K———
FSA Advisors, Inc.
N/A—2,617-2,617-100%$250.3K———
Tradition Wealth Management, LLC
N/A—2,532-2,532-100%$242.1K———
Calton & Associates, Inc.
N/A—2,517-2,517-100%$240.7K———
Pacific Financial Group Inc
N/A—2,482-2,482-100%$237.3K———
Colter Lewis Investment Partners LLC
N/A—2,401-2,401-100%$229.6K———
Freestone Capital Holdings, LLC
N/A—2,400-2,400-100%$229.5K———
Atlas Wealth LLC
N/A—2,319-2,319-100%$221.7K———
Strategic Financial Concepts, LLC
N/A—2,310-2,310-100%$220.9K———
Vigil Wealth Management, LLC
N/A—2,307-2,307-100%$220.6K———
Financial Advisors Network, Inc.
N/A—2,278-2,278-100%$217.8K———
Cary Street Partners Financial LLC
N/A—2,264-2,264-100%$216.5K———
Leavell Investment Management, Inc.
N/A—2,252-2,252-100%$215.3K———
Quattro Advisors LLC
N/A—2,187-2,187-100%$209.1K———
Xcelsior Advisor Partners LLC
N/A—2,106-2,106-100%$201.3K———
Ellevest, Inc.
N/A—2,101-2,101-100%$200.9K———
Whittier Trust Co
N/A—1,966-1,966-100%$189.2K———
Advyzon Investment Management, LLC
N/A—1,893-1,893-100%$181.0K———
CNB Bank
N/A—1,563-1,563-100%$149.5K———
Darwin Wealth Management, LLC
N/A—1,358-1,358-100%$129.9K———
Wellington-Altus USA Inc.
N/A—1,331-1,331-100%$116.9K———
Strategic Investment Solutions, Inc.
N/A—1,221-1,221-100%$116.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,100-1,100-100%$105.2K———
Frazier Financial Advisors, LLC
N/A—1,027-1,027-100%$98.2K———
Operose Advisors LLC
N/A—969-969-100%$92.7K———
SouthState Bank Corp
N/A—775-775-100%$74.1K———
Atlantic Union Bankshares Corp
N/A—687-687-100%$65.7K———
Bartlett & Co. Wealth Management LLC
N/A—637-637-100%$60.9K———
SOA Wealth Advisors, Llc.
N/A—637-637-100%$60.9K———
Harborfront Financial Group LLC
N/A—628-628-100%$60.1K———
Kilter Group LLC
N/A—610-610-100%$58.3K———
Cheviot Value Management, LLC
N/A—571-571-100%$54.6K———
Brown Brothers Harriman & Co
N/A—567-567-100%$54.2K———
Bogart Wealth, LLC
N/A—550-550-100%$52.6K———
Nova Wealth Management, Inc.
N/A—534-534-100%$51.1K———
Federation des caisses Desjardins du Quebec
N/A—515-515-100%$49.2K———
Napier Financial, LLC
N/A—514-514-100%$49.1K———
Vanguard Advisers Inc
N/A—508-508-100%$48.5K———
Hantz Financial Services, Inc.
N/A—451-451-100%$43.0K———
Tiaa Wealth Investment Management LLC
N/A—417-417-100%$39.8K———
Integrity Financial Corp
N/A—385-385-100%$36.8K———
Front Row Advisors LLC
N/A—373-373-100%$37.2K———
Timbuktu Capital Management, LLC
N/A—333-333-100%$31.8K———
S&T Bank
N/A—316-316-100%$30.2K———
Johnson Financial Group, Inc.
N/A—307-307-100%$29.4K———
Transamerica Financial Advisors, LLC
N/A—303-303-100%$29.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—262-262-100%$25.1K———
Providence Capital Advisors, LLC
N/A—250-250-100%$23.9K———
Continuum Advisory, LLC
N/A—229-229-100%$21.9K———
Pursuit Wealth Strategies, LLC
N/A—200-200-100%$19.1K———
Cetera Trust Company, N.a
N/A—200-200-100%$19.1K———
Mpwm Advisory Solutions, LLC
N/A—170-170-100%$16.3K———
SHP Wealth Management
N/A—152-152-100%$14.5K———
Federated Hermes, Inc.
N/A—144-144-100%$13.8K———
Vision Retirement, LLC
N/A—119-119-100%$11.4K———
Medallion Wealth Advisors, LLC
N/A—51-51-100%$4.9K———
Truvestments Capital LLC
N/A—49-49-100%$4.7K———
Caldwell Sutter Capital, Inc.
N/A—45-45-100%$4.3K———
Crewe Advisors LLC
N/A—36-36-100%$3.4K———
BNP Paribas Financial Markets
N/A—25-25-100%$2.4K———
Abound Financial, LLC
N/A—15-15-100%$1.4K———
Financial Gravity Companies, Inc.
N/A—2-2-100%$191———
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