SCHWAB STRATEGIC TRUST - 808524805

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 309,394,253 8,570,220 4.58% 4.58% 1 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 182,562,625 5,056,984 12.06% 12.06% 2 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 147,700,825 4,091,312 7.27% 7.27% 3 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 116,784,490 3,234,930 6.22% 6.22% 4 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 46,025,845 1,274,915 0.75% 0.75% 5 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 21,613,963 598,706 0.58% 0.58% 6 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 20,561,168 569,544 0.96% 0.96% 7 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 16,104,671 446,099 5.23% 5.23% 8 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 14,444,093 400,101 0.44% 0.44% 9 0 0.0% Q2 2026 Aug 12, 2026
SCS Capital Management LLC History No change 12,429,498 344,297 3.25% 3.25% 10 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 12,281,905 340,208 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 10,939,617 303,027 1.67% 1.67% 12 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 9,888,149 271,246 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
Orgel Wealth Management, LLC History No change 9,692,489 268,481 5.09% 5.09% 14 0 0.0% Q2 2026 Jul 13, 2026
Mariner, LLC History No change 9,681,325 268,125 0.28% 0.28% 15 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 9,317,087 258,083 9.97% 9.97% 16 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 8,707,217 241,189 0.3% 0.3% 17 0 0.0% Q2 2026 Aug 19, 2026
Avantax Planning Partners, Inc. History No change 7,624,824 211,207 5.26% 5.26% 18 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 7,217,108 199,913 0.72% 0.72% 19 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 7,208,057 199,663 10.46% 10.46% 20 0 0.0% Q2 2026 Jul 16, 2026
LPL Financial LLC History No change 7,201,261 199,474 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 07, 2026
Steele Capital Management, Inc. History No change 7,056,392 195,795 7.2% 7.2% 22 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 7,384,337 191,243 0.23% 0.23% 23 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 6,459,959 178,922 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 6,255,699 173,282 5.68% 5.68% 25 0 0.0% Q2 2026 Aug 10, 2026
Gemmer Asset Management LLC History No change 6,157,146 170,552 11.46% 11.46% 26 0 0.0% Q2 2026 Jul 15, 2026
BANK OF AMERICA CORP /DE/ History No change 6,136,423 169,978 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 6,018,421 166,710 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 5,839,755 161,760 0.22% 0.22% 29 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,800,672 160,634 0.04% 0.04% 30 0 0.0% Q2 2026 Sep 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,721,529 158,486 12.03% 12.03% 31 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 5,538,941 152,597 0.26% 0.26% 32 0 0.0% Q2 2026 Jul 15, 2026
FMR LLC History No change 5,495,563 152,227 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 5,052,773 139,961 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 13, 2026
Fund Evaluation Group, LLC History No change 4,807,713 133,173 3.6% 3.6% 35 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 4,726,608 130,927 2.52% 2.52% 36 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,686,426 129,814 0.96% 0.96% 37 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 4,325,445 119,814 1.16% 1.16% 38 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 4,208,170 116,566 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 4,087,794 113,231 2.74% 2.74% 40 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 4,018,848 111,322 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History No change 3,879,207 107,454 5.99% 5.99% 42 0 0.0% Q2 2026 Jul 10, 2026
BlueStem Wealth Partners, LLC History No change 3,819,433 105,798 10.53% 10.53% 43 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 3,779,494 104,689 0.95% 0.95% 44 0 0.0% Q2 2026 Jul 24, 2026
OSAIC HOLDINGS, INC. History No change 3,734,576 103,456 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 3,505,556 97,103 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 3,474,533 96,246 1.06% 1.06% 47 0 0.0% Q2 2026 Aug 04, 2026
MML INVESTORS SERVICES, LLC History No change 3,341,132 92,549 0.19% 0.19% 48 0 0.0% Q2 2026 Aug 07, 2026
FOSTER & MOTLEY INC History No change 3,260,047 90,303 4.16% 4.16% 49 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 3,171,782 87,858 0.41% 0.41% 50 0 0.0% Q2 2026 Aug 18, 2026
Truepoint, Inc. History No change 3,170,679 87,827 1.83% 1.83% 51 0 0.0% Q2 2026 Jul 31, 2026
AlphaCore Capital LLC History No change 3,101,086 85,900 1.58% 1.58% 52 0 0.0% Q2 2026 Aug 06, 2026
OARSMAN CAPITAL, INC. History No change 3,037,490 84,138 8.9% 8.9% 53 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 2,922,796 80,962 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,668,192 73,908 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 2,507,780 69,465 0.1% 0.1% 56 0 0.0% Q2 2026 Aug 27, 2026
Waverly Advisors, LLC History No change 2,506,255 69,423 0.4% 0.4% 57 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Advisors, LLC History No change 2,478,368 68,650 14.65% 14.65% 58 0 0.0% Q2 2026 Aug 04, 2026
TruNorth Capital Management, LLC History No change 2,384,300 66,045 10.61% 10.61% 59 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,339,155 64,443 0.36% 0.36% 60 0 0.0% Q2 2026 Aug 14, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,322,186 64,324 11.82% 11.82% 61 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 2,248,955 61,779 0.44% 0.28% 62 +938,068 71.56% Q3 2026 Oct 08, 2026
Bleakley Financial Group, LLC History No change 2,172,218 60,170 0.77% 0.77% 63 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 2,196,815 58,200 0.17% 0.17% 64 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 2,079,859 57,612 0.69% 0.69% 65 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,069,731 57,331 0.69% 0.69% 66 0 0.0% Q2 2026 Aug 07, 2026
Matrix Trust Co History Added to 2,027,938 55,707 8.1% 8.12% 67 +6,176 0.31% Q3 2026 Oct 07, 2026
MAI Capital Management History No change 1,969,550 54,556 0.21% 0.21% 68 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 1,923,183 53,272 5.93% 5.93% 69 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,915,581 53,062 0.12% 0.12% 70 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 1,883,683 52,178 1.87% 1.87% 71 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,874,736 51,930 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 1,870,532 51,813 2.05% 2.05% 73 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 1,861,283 51,557 2.22% 2.22% 74 0 0.0% Q2 2026 Jul 09, 2026
Rockefeller Capital Management L.P. History No change 1,835,929 50,855 0.08% 0.08% 75 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL ADVISORS INC/OK History No change 1,798,968 49,831 0.73% 0.73% 76 0 0.0% Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History No change 1,748,275 48,130 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 12, 2026
Pacific Sage Partners, LLC History No change 1,728,851 47,889 6.8% 6.8% 78 0 0.0% Q2 2026 Aug 06, 2026
Goelzer Investment Management, Inc. History No change 1,711,363 47,404 2.07% 2.07% 79 0 0.0% Q2 2026 Jul 14, 2026
BlueSky Wealth Advisors, LLC History No change 1,668,792 46,225 5.35% 5.35% 80 0 0.0% Q2 2026 Jul 28, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,627,262 45,075 0.75% 0.75% 81 0 0.0% Q2 2026 Aug 10, 2026
Summit Asset Management, LLC History No change 1,607,026 44,514 5.7% 5.7% 82 0 0.0% Q2 2026 Aug 06, 2026
Operose Advisors LLC History No change 1,585,159 43,908 8.49% 8.49% 83 0 0.0% Q2 2026 Aug 13, 2026
Payne Capital Management, LLC History No change 1,570,302 43,497 11.6% 11.6% 84 0 0.0% Q2 2026 Aug 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 1,538,803 42,624 5.25% 5.25% 85 0 0.0% Q2 2026 Jul 20, 2026
Perigon Wealth Management, LLC History No change 1,522,230 42,165 0.66% 0.66% 86 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,452,785 40,242 0.05% 0.05% 87 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 1,435,447 39,761 0.22% 0.22% 88 0 0.0% Q2 2026 Jul 29, 2026
FSM Wealth Advisors, LLC History No change 1,413,552 39,155 4.17% 4.17% 89 0 0.0% Q2 2026 Jul 15, 2026
Persium Advisors, LLC History Reduced 1,389,247 38,162 19.98% 25.12% 90 -1,241 -0.09% Q3 2026 Oct 07, 2026
LCW Services, LLC History No change 1,333,313 36,932 16.08% 16.08% 91 0 0.0% Q2 2026 Jul 30, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 1,330,742 36,861 6.97% 6.97% 92 0 0.0% Q2 2026 Jul 13, 2026
GHP Investment Advisors, Inc. History No change 1,305,738 36,168 1.33% 1.33% 93 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,301,699 36,057 0.26% 0.26% 94 0 0.0% Q2 2026 Jul 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 1,273,951 35,288 1.38% 1.38% 95 0 0.0% Q2 2026 Aug 05, 2026
BIP Wealth, LLC History No change 1,264,724 35,032 0.99% 0.99% 96 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,243,692 34,450 0.5% 0.5% 97 0 0.0% Q2 2026 Jul 14, 2026
Courage Miller Partners, LLC History No change 1,228,357 34,025 8.98% 8.98% 98 0 0.0% Q2 2026 Jul 23, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,228,158 33,737 0.94% 0.97% 99 -42,574 -3.35% Q3 2026 Oct 08, 2026
Quantinno Capital Management LP History No change 1,192,285 33,026 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
BALLAST ADVISORS LLC History No change 1,191,620 33,007 7.86% 7.86% 101 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 1,184,331 32,805 2.89% 2.89% 102 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,175,965 32,574 6.9% 6.9% 103 0 0.0% Q2 2026 Jul 27, 2026
Krilogy Financial LLC History No change 1,172,695 32,483 0.96% 0.96% 104 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,167,782 32,347 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 1,165,387 32,281 0.2% 0.2% 106 0 0.0% Q2 2026 Jul 20, 2026
KEYVANTAGE WEALTH, LLC History No change 1,162,822 32,210 12.18% 12.18% 107 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 1,143,257 31,668 0.32% 0.32% 108 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 1,118,071 30,970 3.11% 3.11% 109 0 0.0% Q2 2026 Jul 13, 2026
Boltwood Capital Management History Reduced 1,124,411 30,887 6.97% 7.19% 110 -9,107 -0.8% Q3 2026 Oct 02, 2026
PINKERTON WEALTH, LLC History No change 1,241,123 30,717 2.64% 2.64% 111 0 0.0% Q2 2026 Jul 30, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 1,107,223 30,670 1.89% 1.89% 112 0 0.0% Q2 2026 Jul 23, 2026
Bangor Savings Bank History Reduced 1,110,690 30,510 2.32% 2.52% 113 -125,316 -10.14% Q3 2026 Oct 06, 2026
NewEdge Advisors, LLC History No change 1,096,983 30,386 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 12, 2026
eCIO, Inc. History No change 1,092,949 30,274 8.51% 8.51% 115 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,081,948 29,969 1.1% 1.1% 116 0 0.0% Q2 2026 Jul 21, 2026
Revolve Wealth Partners, LLC History No change 1,076,142 29,809 3.09% 3.09% 117 0 0.0% Q2 2026 Jul 09, 2026
BlackRock, Inc. History No change 1,075,426 29,789 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
Curi Capital, LLC History No change 1,070,490 29,652 0.46% 0.46% 119 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Reduced 1,094,441 29,648 0.71% 0.83% 120 -1,971 -0.18% Q3 2026 Oct 09, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 1,078,985 29,639 3.65% 3.98% 121 -11,378 -1.04% Q3 2026 Oct 09, 2026
SEGALL BRYANT & HAMILL, LLC History No change 1,057,659 29,297 0.35% 0.35% 122 0 0.0% Q2 2026 Aug 12, 2026
Benchmark Financial Wealth Advisors, LLC History No change 1,054,504 29,209 7.2% 7.2% 123 0 0.0% Q2 2026 Jul 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 1,045,964 28,973 2.74% 2.74% 124 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History Added to 1,047,514 28,775 5.15% 5.09% 125 +61,815 6.27% Q3 2026 Oct 05, 2026
Main Street Financial Solutions, LLC History No change 1,023,348 28,346 1.82% 1.82% 126 0 0.0% Q2 2026 Aug 07, 2026
WealthPlan Investment Management, LLC History No change 1,021,329 28,290 1.4% 1.4% 127 0 0.0% Q2 2026 Jul 28, 2026
Tradition Wealth Management, LLC History No change 1,020,294 28,262 1.73% 1.73% 128 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 1,019,054 28,227 0.92% 0.92% 129 0 0.0% Q2 2026 Jul 31, 2026
True Freedom Investing, LLC History No change 1,137,902 28,163 2.21% 2.21% 130 0 0.0% Q2 2026 Aug 12, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 999,438 27,684 8.54% 8.54% 131 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 993,822 27,528 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 987,722 27,359 6.35% 6.35% 133 0 0.0% Q2 2026 Aug 07, 2026
ZynergyRetirementPlanningLLC History Added to 990,229 27,201 14.53% 13.92% 134 +63,233 6.82% Q3 2026 Oct 08, 2026
VALLEY NATIONAL ADVISERS INC History No change 976,808 27,057 3.01% 3.01% 135 0 0.0% Q2 2026 Jul 29, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 983,367 27,013 7.94% 7.48% 136 +64,574 7.03% Q3 2026 Oct 08, 2026
Soltis Investment Advisors LLC History No change 963,932 26,700 1.49% 1.49% 137 0 0.0% Q2 2026 Jul 31, 2026
Financial Management Professionals, Inc. History No change 952,542 26,382 2.5% 2.5% 138 0 0.0% Q2 2026 Jul 09, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 947,807 26,254 10.93% 10.93% 139 0 0.0% Q2 2026 Jul 20, 2026
NATIXIS ADVISORS, LLC History No change 932,304 25,824 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Advisors, Inc. History No change 923,776 25,588 5.36% 5.36% 141 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 915,139 25,349 0.21% 0.21% 142 0 0.0% Q2 2026 Aug 06, 2026
FLC Capital Advisors History No change 908,606 25,168 4.05% 4.05% 143 0 0.0% Q2 2026 Jul 20, 2026
Broadleaf Partners, LLC History No change 895,562 24,807 4.8% 4.8% 144 0 0.0% Q2 2026 Aug 13, 2026
Noble Family Wealth, LLC History No change 893,584 24,752 4.43% 4.43% 145 0 0.0% Q2 2026 Aug 04, 2026
APPLETON PARTNERS INC/MA History No change 891,546 24,696 1.51% 1.51% 146 0 0.0% Q2 2026 Jul 21, 2026
Sylvest Advisors, LLC History No change 874,202 24,215 10.92% 10.92% 147 0 0.0% Q2 2026 Jul 22, 2026
Fortis Capital Advisors, LLC History No change 871,961 24,153 2.72% 2.72% 148 0 0.0% Q2 2026 Jul 31, 2026
Kings Path Partners LLC History No change 862,345 23,886 6.36% 6.36% 149 0 0.0% Q2 2026 Jul 14, 2026
Kestra Advisory Services, LLC History No change 860,048 23,823 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 846,536 23,449 0.09% 0.09% 151 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 840,851 23,291 0.27% 0.27% 152 0 0.0% Q2 2026 Aug 14, 2026
Boyd Wealth Management, LLC History No change 821,227 22,747 8.61% 8.61% 153 0 0.0% Q2 2026 Jul 16, 2026
Curbstone Financial Management Corp History No change 819,861 22,710 3.87% 3.87% 154 0 0.0% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History No change 809,456 22,422 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 12, 2026
Downshift Financial, LLC History No change 804,823 22,293 10.01% 10.01% 156 0 0.0% Q2 2026 Aug 12, 2026
Essex LLC History No change 793,598 21,982 3.34% 3.34% 157 0 0.0% Q2 2026 Jul 24, 2026
Alliance Wealth Management Group History No change 790,195 21,888 4.26% 4.26% 158 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 790,195 21,888 3.05% 3.05% 159 0 0.0% Q2 2026 Aug 03, 2026
Savvy Advisors, Inc. History No change 781,121 21,637 0.46% 0.46% 160 0 0.0% Q2 2026 Aug 03, 2026
Invst, LLC History No change 778,497 21,564 2.1% 2.1% 161 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 778,325 21,559 6.31% 6.31% 162 0 0.0% Q2 2026 Jul 20, 2026
Certified Advisory Corp History No change 770,700 21,348 1.72% 1.72% 163 0 0.0% Q2 2026 Jul 16, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 762,633 21,124 0.83% 0.83% 164 0 0.0% Q2 2026 Aug 18, 2026
World Investment Advisors History No change 843,296 20,874 0.35% 0.35% 165 0 0.0% Q2 2026 Aug 13, 2026
Ascension Capital Advisors, Inc. History No change 740,599 20,514 5.76% 5.76% 166 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 739,774 20,491 0.25% 0.25% 167 0 0.0% Q2 2026 Jul 20, 2026
Opus Capital Group, LLC History No change 734,893 20,357 1.97% 1.97% 168 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 723,491 20,040 0.43% 0.43% 169 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 710,111 20,039 8.54% 8.54% 170 0 0.0% Q2 2026 Aug 24, 2026
LIBRA WEALTH LLC History No change 720,506 19,958 5.1% 5.1% 171 0 0.0% Q2 2026 Aug 06, 2026
Elgethun Capital Management History No change 719,235 19,922 2.78% 2.78% 172 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 713,975 19,777 0.12% 0.12% 173 0 0.0% Q2 2026 Jul 20, 2026
WBH ADVISORY INC History No change 710,794 19,688 1.32% 1.32% 174 0 0.0% Q2 2026 Aug 05, 2026
MorganRosel Wealth Management, LLC History No change 703,213 19,479 6.58% 6.58% 175 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 691,517 19,390 0.37% 0.37% 176 0 0.0% Q2 2026 Aug 06, 2026
Asset Allocation Strategies LLC History No change 699,506 19,376 2.99% 2.99% 177 0 0.0% Q2 2026 Aug 17, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 697,932 19,332 7.79% 7.79% 178 0 0.0% Q2 2026 Aug 06, 2026
Sherwood Financial Partners, LLC History No change 690,596 19,129 15.4% 15.4% 179 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 680,467 18,848 0.49% 0.49% 180 0 0.0% Q2 2026 Aug 04, 2026
Garde Capital, Inc. History No change 677,996 18,780 0.84% 0.84% 181 0 0.0% Q2 2026 Jul 31, 2026
Intergy Private Wealth, LLC History No change 673,896 18,666 4.31% 4.31% 182 0 0.0% Q2 2026 Jul 17, 2026
Sentinel Advisory Group, LLC History No change 673,397 18,653 7.62% 7.62% 183 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 672,128 18,617 3.48% 3.48% 184 0 0.0% Q2 2026 Aug 06, 2026
Investment Planning Advisors, Inc. History No change 671,844 18,610 4.31% 4.31% 185 0 0.0% Q2 2026 Jul 23, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 671,323 18,595 0.24% 0.24% 186 0 0.0% Q2 2026 Jul 15, 2026
KLINGENSTEIN FIELDS & CO LP History No change 663,965 18,391 0.64% 0.64% 187 0 0.0% Q2 2026 Aug 05, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 659,973 18,281 1.96% 1.96% 188 0 0.0% Q2 2026 Aug 12, 2026
Apriem Advisors History No change 651,760 18,053 1.56% 1.56% 189 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 650,399 18,016 3.25% 3.25% 190 0 0.0% Q2 2026 Jul 16, 2026
Momentous Wealth Management, Inc. History No change 641,177 17,760 9.1% 9.1% 191 0 0.0% Q2 2026 Aug 11, 2026
Envision Financial LLC History No change 636,123 17,620 8.12% 8.12% 192 0 0.0% Q2 2026 Jul 10, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History No change 632,381 17,516 2.15% 2.15% 193 0 0.0% Q2 2026 Aug 07, 2026
Guardian Financial Partners, LLC History No change 631,962 17,505 6.81% 6.81% 194 0 0.0% Q2 2026 Jul 15, 2026
NORTHERN TRUST CORP History No change 630,720 17,470 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Brooklyn FI, LLC History No change 635,710 17,386 3.18% 3.18% 196 0 0.0% Q2 2026 Aug 04, 2026
Fort Point Capital Partners LLC History No change 625,305 17,320 1.2% 1.2% 197 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 622,733 17,249 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 622,450 17,241 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 620,853 17,197 0.35% 0.35% 200 0 0.0% Q2 2026 Aug 06, 2026
Hanson & Doremus Investment Management History No change 620,286 17,182 1.75% 1.75% 201 0 0.0% Q2 2026 Jul 29, 2026
Powers Advisory Group, LLC History No change 613,588 16,996 5.33% 5.33% 202 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 612,176 16,957 0.08% 0.08% 203 0 0.0% Q2 2026 Aug 13, 2026
KICKSTAND VENTURES, LLC. History No change 608,563 16,857 3.06% 3.06% 204 0 0.0% Q2 2026 Jul 30, 2026
RWA WEALTH PARTNERS, LLC History No change 604,990 16,758 0.16% 0.16% 205 0 0.0% Q2 2026 Aug 07, 2026
RKL Wealth Management LLC History No change 592,672 16,417 1.31% 1.31% 206 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 592,590 16,414 0.51% 0.51% 207 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 592,237 16,404 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 589,261 16,322 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 06, 2026
Friday Financial History Added to 596,469 16,253 3.21% 2.52% 210 +253,854 74.09% Q3 2026 Oct 09, 2026
MYECFO, LLC History No change 584,925 16,202 6.11% 6.11% 211 0 0.0% Q2 2026 Aug 10, 2026
POWER WEALTH MANAGEMENT LLC History No change 581,868 16,117 5.54% 5.54% 212 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 587,036 15,896 0.32% 0.32% 213 0 0.0% Q2 2026 Jul 29, 2026
Zhang Financial LLC History No change 572,438 15,856 0.46% 0.46% 214 0 0.0% Q2 2026 Jul 30, 2026
TPG Advisors LLC History No change 567,857 15,729 8.63% 8.63% 215 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 565,124 15,653 0.17% 0.17% 216 0 0.0% Q2 2026 Aug 03, 2026
Freestate Advisors LLC History Reduced 568,369 15,613 12.01% 12.3% 217 -26,004 -4.38% Q3 2026 Oct 09, 2026
Brand Asset Management Group, Inc. History No change 559,279 15,492 3.42% 3.42% 218 0 0.0% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History No change 559,144 15,488 2.27% 2.27% 219 0 0.0% Q2 2026 Aug 06, 2026
Sightline Wealth Advisors, LLC History No change 554,766 15,367 5.62% 5.62% 220 0 0.0% Q2 2026 Jul 22, 2026
Brightwater Advisory LLC History No change 548,347 15,189 9.6% 9.6% 221 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Hoffman & Company, LLC. History No change 544,301 15,077 0.32% 0.32% 222 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 535,959 14,846 0.46% 0.46% 223 0 0.0% Q2 2026 Jul 09, 2026
Denver PWM, LLC History No change 520,247 14,827 4.85% 4.85% 224 0 0.0% Q2 2026 Aug 17, 2026
Leeward Financial Partners, LLC History No change 532,437 14,748 3.87% 3.87% 225 0 0.0% Q2 2026 Aug 06, 2026
Creekside Partners History No change 528,203 14,631 5.3% 5.3% 226 0 0.0% Q2 2026 Jul 30, 2026
White & Co Financial Planning Inc History No change 513,065 14,211 8.8% 8.8% 227 0 0.0% Q2 2026 Jul 15, 2026
Signet Investment Advisory Group, Inc. History No change 511,799 14,176 6.24% 6.24% 228 0 0.0% Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 508,759 14,092 0.88% 0.88% 229 0 0.0% Q2 2026 Aug 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 508,004 14,071 2.08% 2.08% 230 0 0.0% Q2 2026 Aug 13, 2026
SMI Advisory Services, LLC History No change 501,624 13,980 2.27% 2.27% 231 0 0.0% Q2 2026 Jul 09, 2026
OneDigital Investment Advisors LLC History No change 500,289 13,857 0.12% 0.12% 232 0 0.0% Q2 2026 Aug 06, 2026
Fort Vancouver Investment Management, LLC History No change 499,990 13,849 6.47% 6.47% 233 0 0.0% Q2 2026 Jul 29, 2026
Seneca Financial Advisors LLC History No change 492,450 13,640 3.54% 3.54% 234 0 0.0% Q2 2026 Jul 27, 2026
SigFig Wealth Management, LLC History Added to 492,997 13,542 0.34% 0.33% 235 +36,533 8.0% Q3 2026 Oct 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 488,574 13,533 0.78% 0.78% 236 0 0.0% Q2 2026 Jul 15, 2026
Roberts Wealth Advisors, LLC History No change 488,237 13,524 3.07% 3.07% 237 0 0.0% Q2 2026 Jul 29, 2026
Christensen, King & Associates Investment Services, Inc. History No change 481,397 13,334 5.3% 5.3% 238 0 0.0% Q2 2026 Jul 14, 2026
Capital Advantage, Inc. History No change 475,697 13,176 1.61% 1.61% 239 0 0.0% Q2 2026 Jul 13, 2026
Seros Financial, LLC History No change 473,896 13,126 6.84% 6.84% 240 0 0.0% Q2 2026 Aug 13, 2026
Compass Advisory Group LLC History No change 471,708 13,066 3.11% 3.11% 241 0 0.0% Q2 2026 Aug 11, 2026
Livet Wealth, LLC History No change 471,249 13,053 7.53% 7.53% 242 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 457,796 12,680 0.21% 0.21% 243 0 0.0% Q2 2026 Jul 31, 2026
Brady Martz Wealth Solutions, LLC History No change 456,965 12,657 1.91% 1.91% 244 0 0.0% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History No change 455,446 12,615 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 452,428 12,532 0.14% 0.14% 246 0 0.0% Q2 2026 Aug 12, 2026
Pitcairn Wealth Advisors LLC History No change 451,796 12,514 1.37% 1.37% 247 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, LLC History No change 450,411 12,476 0.67% 0.67% 248 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 451,926 12,455 0.73% 0.73% 249 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 449,591 12,453 0.04% 0.04% 250 0 0.0% Q2 2026 Aug 13, 2026
Jacobsen Capital Management History No change 447,644 12,399 3.63% 3.63% 251 0 0.0% Q2 2026 Jul 29, 2026
Arnold Financial Planning LLC History No change 442,962 12,270 9.15% 9.15% 252 0 0.0% Q2 2026 Jul 13, 2026
CONQUIS FINANCIAL LLC History No change 440,361 12,198 9.84% 9.84% 253 0 0.0% Q2 2026 Aug 13, 2026
Fairway Financial, LLC History No change 439,581 12,176 8.33% 8.33% 254 0 0.0% Q2 2026 Aug 03, 2026
Nalls Sherbakoff Group, LLC History No change 439,328 12,169 8.65% 8.65% 255 0 0.0% Q2 2026 Aug 17, 2026
Gleason Group, Inc. History No change 437,763 12,126 1.06% 1.06% 256 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Counsel, LLC History No change 429,656 11,901 1.47% 1.47% 257 0 0.0% Q2 2026 Jul 15, 2026
Gradient Capital Advisors, LLC History No change 424,587 11,761 2.72% 2.72% 258 0 0.0% Q2 2026 Jul 13, 2026
Vision Capital Management, Inc. History No change 424,434 11,756 1.34% 1.34% 259 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 422,073 11,691 0.37% 0.37% 260 0 0.0% Q2 2026 Aug 04, 2026
HILL ISLAND FINANCIAL LLC History No change 419,909 11,631 2.48% 2.48% 261 0 0.0% Q2 2026 Aug 11, 2026
SGL Investment Advisors, Inc. History No change 413,584 11,613 4.01% 4.01% 262 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History No change 417,415 11,562 0.33% 0.33% 263 0 0.0% Q2 2026 Jul 07, 2026
Chesapeake Wealth Management History No change 408,074 11,303 3.17% 3.17% 264 0 0.0% Q2 2026 Aug 13, 2026
FAGAN ASSOCIATES, INC. History No change 406,127 11,249 1.38% 1.38% 265 0 0.0% Q2 2026 Aug 04, 2026
Arkadios Wealth Advisors History No change 405,911 11,243 0.17% 0.17% 266 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 405,350 11,218 0.54% 0.54% 267 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 404,364 11,200 0.13% 0.13% 268 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 399,736 11,073 1.2% 1.2% 269 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 390,816 10,825 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 06, 2026
Sage Financial Management Group, Inc. History No change 388,571 10,763 2.96% 2.96% 271 0 0.0% Q2 2026 Jul 24, 2026
Thrive Wealth Management, LLC History No change 384,011 10,637 1.35% 1.35% 272 0 0.0% Q2 2026 Jul 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 382,129 10,584 0.17% 0.17% 273 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 382,030 10,582 0.05% 0.05% 274 0 0.0% Q2 2026 Jul 17, 2026
James J. Burns & Company, LLC History No change 381,900 10,578 1.15% 1.15% 275 0 0.0% Q2 2026 Aug 06, 2026
Grey Ledge Advisors, LLC History No change 380,088 10,528 2.12% 2.12% 276 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 374,153 10,364 0.16% 0.16% 277 0 0.0% Q2 2026 Aug 05, 2026
Kohmann Bosshard Financial Services, LLC History No change 374,000 10,359 0.88% 0.88% 278 0 0.0% Q2 2026 Jul 14, 2026
Bogart Wealth, LLC History No change 372,825 10,327 0.35% 0.35% 279 0 0.0% Q2 2026 Jul 24, 2026
Kelman-Lazarov, Inc. History No change 368,873 10,217 1.34% 1.34% 280 0 0.0% Q2 2026 Aug 10, 2026
Davis Capital Management History Added to 367,175 10,086 6.03% 5.76% 281 +15,586 4.43% Q3 2026 Oct 08, 2026
BAILARD, INC. History No change 364,051 10,084 0.21% 0.21% 282 0 0.0% Q2 2026 Jul 30, 2026
Firestone Capital Management History No change 359,623 9,961 1.85% 1.85% 283 0 0.0% Q2 2026 Jul 31, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 355,213 9,839 0.85% 0.85% 284 0 0.0% Q2 2026 Jul 27, 2026
Barden Capital Management, Inc. History Added to 356,123 9,782 8.9% 9.07% 285 +1,006 0.28% Q3 2026 Oct 08, 2026
Stratos Wealth Advisors, LLC History No change 352,473 9,763 0.54% 0.54% 286 0 0.0% Q2 2026 Aug 11, 2026
CRA Financial Services, LLC History No change 351,009 9,722 1.12% 1.12% 287 0 0.0% Q2 2026 Jul 24, 2026
L2 Asset Management, LLC History No change 350,640 9,712 1.01% 1.01% 288 0 0.0% Q2 2026 Aug 13, 2026
Newman Dignan & Sheerar, Inc. History No change 350,492 9,708 1.86% 1.86% 289 0 0.0% Q2 2026 Jul 14, 2026
Ashton Thomas Private Wealth, LLC History No change 350,303 9,703 0.2% 0.2% 290 0 0.0% Q2 2026 Jul 29, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 349,524 9,681 1.94% 1.94% 291 0 0.0% Q2 2026 Jul 08, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 347,499 9,625 3.9% 3.9% 292 0 0.0% Q2 2026 Jul 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 343,996 9,528 1.25% 1.25% 293 0 0.0% Q2 2026 Aug 11, 2026
Vestwell Advisors, LLC History No change 343,227 9,507 2.28% 2.28% 294 0 0.0% Q2 2026 Aug 13, 2026
Holistic Financial Partners History No change 342,413 9,484 5.8% 5.8% 295 0 0.0% Q2 2026 Jul 23, 2026
Trinity Financial Advisors LLC History Reduced 341,501 9,381 2.41% 2.44% 296 -1,370 -0.4% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 338,286 9,370 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 11, 2026
MA Private Wealth History No change 337,876 9,359 1.39% 1.39% 298 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History Reduced 339,433 9,324 0.51% 0.54% 299 -15,294 -4.31% Q3 2026 Oct 06, 2026
JFS WEALTH ADVISORS, LLC History No change 335,757 9,300 0.46% 0.46% 300 0 0.0% Q2 2026 Jul 10, 2026
GILL CAPITAL PARTNERS, LLC History No change 335,652 9,297 2.46% 2.46% 301 0 0.0% Q2 2026 Aug 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 332,157 9,201 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 14, 2026
Wealth Architects, LLC History No change 332,125 9,199 0.73% 0.73% 303 0 0.0% Q2 2026 Jul 23, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 332,069 9,198 2.37% 2.37% 304 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Capital Management, LLC History No change 331,932 9,195 2.22% 2.22% 305 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 330,602 9,157 0.48% 0.48% 306 0 0.0% Q2 2026 Jul 29, 2026
FFT WEALTH MANAGEMENT LLC History No change 330,468 9,153 1.43% 1.43% 307 0 0.0% Q2 2026 Jul 27, 2026
BOK Financial Private Wealth, Inc. History No change 329,496 9,127 0.47% 0.47% 308 0 0.0% Q2 2026 Aug 07, 2026
CFG Wealth Management Services, Inc. History No change 369,134 9,052 8.5% 8.5% 309 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 325,395 9,013 0.1% 0.1% 310 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 323,420 8,958 0.11% 0.11% 311 0 0.0% Q2 2026 Jul 24, 2026
Orcam Financial Group History No change 322,547 8,934 4.36% 4.36% 312 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 322,218 8,925 0.55% 0.55% 313 0 0.0% Q2 2026 Aug 11, 2026
Facet Wealth, Inc. History No change 321,941 8,917 0.13% 0.13% 314 0 0.0% Q2 2026 Jul 27, 2026
STEVENS CAPITAL PARTNERS History No change 321,590 8,908 1.69% 1.69% 315 0 0.0% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 317,960 8,807 1.66% 1.66% 316 0 0.0% Q2 2026 Sep 15, 2026
Peak Wealth Management LLC History No change 314,392 8,708 6.11% 6.11% 317 0 0.0% Q2 2026 Jul 14, 2026
Retirement Planning Group, LLC History No change 312,672 8,661 0.22% 0.22% 318 0 0.0% Q2 2026 Aug 05, 2026
Leverty Financial Group, LLC History Added to 314,835 8,648 1.58% 1.64% 319 +10,253 3.37% Q3 2026 Oct 08, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 310,280 8,594 5.24% 5.24% 320 0 0.0% Q2 2026 Jul 21, 2026
ALLIANCEBERNSTEIN L.P. History No change 346,944 8,586 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Stonekeep Investments, LLC History No change 309,654 8,577 4.99% 4.99% 322 0 0.0% Q2 2026 Jul 10, 2026
Plancorp, LLC History No change 316,823 8,576 0.21% 0.21% 323 0 0.0% Q2 2026 Jul 14, 2026
Redhawk Wealth Advisors, Inc. History No change 309,521 8,573 0.84% 0.84% 324 0 0.0% Q2 2026 Jul 09, 2026
GENESIS PRIVATE WEALTH, LLC History No change 308,046 8,532 2.4% 2.4% 325 0 0.0% Q2 2026 Jul 13, 2026
Integrated Wealth Concepts LLC History No change 307,881 8,528 0.06% 0.06% 326 0 0.0% Q2 2026 Sep 08, 2026
Cooke Wealth Management, LLC History No change 307,641 8,521 6.98% 6.98% 327 0 0.0% Q2 2026 Jul 16, 2026
Flatrock Wealth Partners LLC History No change 307,609 8,520 3.35% 3.35% 328 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 307,493 8,517 0.08% 0.08% 329 0 0.0% Q2 2026 Aug 06, 2026
Phil A. Younker & Associates, Ltd. History No change 306,501 8,490 5.72% 5.72% 330 0 0.0% Q2 2026 Aug 07, 2026
Weinberger Asset Management, Inc History No change 308,272 8,455 2.71% 2.71% 331 0 0.0% Q2 2026 Aug 05, 2026
Plus Group Wealth Advisors LLC History No change 303,719 8,413 7.91% 7.91% 332 0 0.0% Q2 2026 Jul 13, 2026
BCK Partners, Inc. History No change 297,134 8,230 3.97% 3.97% 333 0 0.0% Q2 2026 Jul 17, 2026
Tudor Financial Inc. History No change 293,456 8,128 3.65% 3.65% 334 0 0.0% Q2 2026 Aug 10, 2026
Fortis Capital Management LLC History No change 292,965 8,115 0.91% 0.91% 335 0 0.0% Q2 2026 Aug 12, 2026
Athena Investment Management History No change 291,526 8,075 4.79% 4.79% 336 0 0.0% Q2 2026 Aug 06, 2026
Grant Street Asset Management, Inc. History No change 289,877 8,029 1.32% 1.32% 337 0 0.0% Q2 2026 Aug 05, 2026
Allen Capital Group, LLC History No change 287,964 7,976 0.65% 0.65% 338 0 0.0% Q2 2026 Jul 27, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 284,993 7,894 0.17% 0.17% 339 0 0.0% Q2 2026 Jul 17, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 283,187 7,844 0.61% 0.61% 340 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 280,761 7,777 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 278,676 7,719 0.08% 0.08% 342 0 0.0% Q2 2026 Aug 03, 2026
SAX WEALTH ADVISORS, LLC History No change 311,143 7,700 0.31% 0.31% 343 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Investment Partners LLC History No change 276,996 7,672 0.64% 0.64% 344 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 276,924 7,670 0.12% 0.12% 345 0 0.0% Q2 2026 Jul 28, 2026
Hurley Capital, LLC History No change 275,738 7,637 3.96% 3.96% 346 0 0.0% Q2 2026 Aug 10, 2026
KOM Wealth Management Group, LLC History No change 275,327 7,626 4.61% 4.61% 347 0 0.0% Q2 2026 Jul 23, 2026
Liberty Capital Management, Inc. History No change 272,856 7,558 1.3% 1.3% 348 0 0.0% Q2 2026 Jul 17, 2026
AA Financial Advisors, LLC History No change 270,873 7,503 0.9% 0.9% 349 0 0.0% Q2 2026 Jul 17, 2026
Prota Financial, LLC History Added to 273,223 7,445 4.76% 4.72% 350 +10,489 3.99% Q3 2026 Oct 08, 2026
Koshinski Asset Management, Inc. History No change 266,485 7,381 0.39% 0.39% 351 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 266,455 7,380 0.38% 0.38% 352 0 0.0% Q2 2026 Jul 28, 2026
Blueprint Financial Advisors LLC History No change 263,848 7,308 0.81% 0.81% 353 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 263,304 7,293 2.14% 2.14% 354 0 0.0% Q2 2026 Jul 09, 2026
Rialto Wealth Management, LLC History No change 263,014 7,285 1.44% 1.44% 355 0 0.0% Q2 2026 Aug 11, 2026
Milestone Investment Advisors LLC History No change 262,788 7,279 1.57% 1.57% 356 0 0.0% Q2 2026 Aug 14, 2026
L.K. Benson & Company, P.C. History No change 262,265 7,264 2.19% 2.19% 357 0 0.0% Q2 2026 Jul 24, 2026
Texas Yale Capital Corp. History No change 259,239 7,180 0.16% 0.16% 358 0 0.0% Q2 2026 Aug 12, 2026
Armbruster Capital Management, Inc. History No change 258,406 7,157 1.07% 1.07% 359 0 0.0% Q2 2026 Jul 16, 2026
Bond & Devick Financial Network, Inc. History No change 254,831 7,058 1.74% 1.74% 360 0 0.0% Q2 2026 Jul 16, 2026
Talisman Wealth Advisors LLC History No change 221,635 7,028 5.23% 5.23% 361 0 0.0% Q2 2026 Aug 14, 2026
Shared Vision Wealth Group LLC History No change 251,098 6,955 2.39% 2.39% 362 0 0.0% Q2 2026 Jul 31, 2026
Rockbridge Investment Management, LCC History No change 248,778 6,891 0.56% 0.56% 363 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds Capital Management, LLC History No change 247,653 6,859 1.22% 1.22% 364 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 247,633 6,859 2.34% 2.34% 365 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 245,930 6,812 1.89% 1.89% 366 0 0.0% Q2 2026 Jul 31, 2026
Alpha Omega Wealth Management LLC History No change 243,114 6,734 1.02% 1.02% 367 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 241,321 6,684 1.33% 1.33% 368 0 0.0% Q2 2026 Aug 13, 2026
Berger Financial Group, Inc History No change 240,489 6,661 0.34% 0.34% 369 0 0.0% Q2 2026 Aug 04, 2026
Range Advisory, LLC History No change 239,147 6,624 0.79% 0.79% 370 0 0.0% Q2 2026 Sep 02, 2026
Heirloom Wealth Management History No change 236,889 6,561 0.95% 0.95% 371 0 0.0% Q2 2026 Aug 03, 2026
Robbins Farley History No change 235,647 6,527 2.51% 2.51% 372 0 0.0% Q2 2026 Jul 22, 2026
Destination Wealth Management History No change 234,758 6,502 0.15% 0.15% 373 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 233,987 6,481 0.07% 0.07% 374 0 0.0% Q2 2026 Aug 06, 2026
DAVIS R M INC History No change 231,974 6,425 0.1% 0.1% 375 0 0.0% Q2 2026 Aug 14, 2026
SVB WEALTH LLC History No change 230,737 6,391 0.4% 0.4% 376 0 0.0% Q2 2026 Jul 17, 2026
Seek First Inc. History No change 230,631 6,388 4.03% 4.03% 377 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 228,382 6,326 0.25% 0.25% 378 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History Reduced 229,367 6,300 0.25% 0.25% 379 -805 -0.35% Q3 2026 Oct 08, 2026
FIFTH THIRD BANCORP History No change 226,866 6,284 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 226,059 6,261 0.3% 0.3% 381 0 0.0% Q2 2026 Aug 11, 2026
Armor Investment Advisors, LLC History No change 225,742 6,253 2.01% 2.01% 382 0 0.0% Q2 2026 Aug 04, 2026
Upper Left Wealth Management, LLC History No change 225,409 6,243 3.46% 3.46% 383 0 0.0% Q2 2026 Jul 14, 2026
MONEYWISE, INC. History No change 224,324 6,213 2.32% 2.32% 384 0 0.0% Q2 2026 Jul 21, 2026
Madison Wealth Partners, Inc History No change 221,464 6,134 0.78% 0.78% 385 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 220,973 6,121 0.14% 0.14% 386 0 0.0% Q2 2026 Aug 05, 2026
Advisors Capital Management, LLC History No change 219,981 6,093 0.06% 0.06% 387 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 219,705 6,081 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 10, 2026
Cobblestone Asset Management LLC History No change 218,373 6,048 2.52% 2.52% 389 0 0.0% Q2 2026 Jul 21, 2026
IFP Advisors, Inc History No change 214,237 5,934 0.11% 0.11% 390 0 0.0% Q2 2026 Jul 20, 2026
Hamrick Investment Counsel, llc History No change 211,845 5,868 3.89% 3.89% 391 0 0.0% Q2 2026 Aug 13, 2026
WT Wealth Management History No change 211,668 5,863 1.62% 1.62% 392 0 0.0% Q2 2026 Jul 22, 2026
Waterford Advisors, LLC History No change 211,231 5,851 1.6% 1.6% 393 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 209,550 5,804 0.6% 0.6% 394 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 213,071 5,780 0.1% 0.1% 395 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 213,071 5,780 0.1% 0.1% 396 0 0.0% Q2 2026 Jul 29, 2026
Diversified Enterprises, LLC History No change 208,101 5,764 0.28% 0.28% 397 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 208,169 5,760 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Added to 209,409 5,752 0.46% 0.45% 399 +11,253 5.68% Q3 2026 Oct 07, 2026
Five Oceans Advisors History No change 207,638 5,751 1.85% 1.85% 400 0 0.0% Q2 2026 Jul 15, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 205,554 5,693 2.16% 2.16% 401 0 0.0% Q2 2026 Jul 30, 2026
Yanni & Associates Investment Advisors, LLC History No change 205,158 5,682 5.24% 5.24% 402 0 0.0% Q2 2026 Jul 08, 2026
Financial Solutions Advisory Group, Inc. History No change 206,784 5,676 0.72% 0.72% 403 0 0.0% Q2 2026 Jul 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 204,631 5,668 0.11% 0.11% 404 0 0.0% Q2 2026 Jul 15, 2026
BLAIR WILLIAM & CO/IL History No change 204,651 5,668 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
SHUTTLEWORTH & Co History No change 203,932 5,648 4.52% 4.52% 406 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 201,831 5,590 0.11% 0.11% 407 0 0.0% Q2 2026 Aug 14, 2026
Tempus Wealth Planning, LLC History No change 201,709 5,587 1.09% 1.09% 408 0 0.0% Q2 2026 Jul 22, 2026
CGN Advisors LLC History No change 201,564 5,583 0.41% 0.41% 409 0 0.0% Q2 2026 Jul 06, 2026
Steward Partners Investment Advisory, LLC History No change 201,046 5,568 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Reduced 201,839 5,549 0.12% 0.12% 411 -2,316 -1.13% Q3 2026 Oct 08, 2026
Elm Partners Management LLC History No change 200,155 5,544 0.17% 0.17% 412 0 0.0% Q2 2026 Oct 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 197,190 5,462 0.52% 0.52% 413 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 197,034 5,457 0.49% 0.49% 414 0 0.0% Q2 2026 Aug 07, 2026
Foster Group, Inc. History No change 196,118 5,432 0.14% 0.14% 415 0 0.0% Q2 2026 Jul 07, 2026
Womack Financial LLC History No change 196,055 5,430 3.59% 3.59% 416 0 0.0% Q2 2026 Aug 13, 2026
SWS Partners History No change 195,610 5,418 1.17% 1.17% 417 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Planning, Inc. History No change 193,304 5,354 2.79% 2.79% 418 0 0.0% Q2 2026 Aug 14, 2026
Curtis Advisory Group, LLC History No change 193,154 5,350 1.04% 1.04% 419 0 0.0% Q2 2026 Jul 29, 2026
Private Advisory Group LLC History No change 192,884 5,342 0.29% 0.29% 420 0 0.0% Q2 2026 Aug 06, 2026
Bishop & Co Investment Management, LLC History No change 191,329 5,299 1.63% 1.63% 421 0 0.0% Q2 2026 Jul 22, 2026
Pacific Capital Wealth Advisors, Inc. History No change 190,825 5,285 0.8% 0.8% 422 0 0.0% Q2 2026 Jul 09, 2026
RHS Financial, LLC History No change 190,357 5,272 2.13% 2.13% 423 0 0.0% Q2 2026 Aug 07, 2026
Valpey Financial Services, LLC History No change 190,038 5,264 3.13% 3.13% 424 0 0.0% Q2 2026 Aug 11, 2026
Independent Solutions Wealth Management, LLC History No change 188,987 5,234 0.68% 0.68% 425 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 185,351 5,134 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 184,783 5,118 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 184,080 5,099 0.06% 0.06% 428 0 0.0% Q2 2026 Jul 22, 2026
Windsor Advisory Group, LLC History No change 183,632 5,086 3.69% 3.69% 429 0 0.0% Q2 2026 Aug 14, 2026
CAP Partners, LLC History No change 182,898 5,066 2.48% 2.48% 430 0 0.0% Q2 2026 Jul 30, 2026
LifePlan Investment Advisors, Inc. History No change 182,499 5,055 1.74% 1.74% 431 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 181,775 5,035 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 11, 2026
Uptown Financial Advisors LLC History No change 181,155 5,018 3.3% 3.3% 433 0 0.0% Q2 2026 Jul 10, 2026
Sollinda Capital Management LLC History No change 180,902 5,010 1.07% 1.07% 434 0 0.0% Q2 2026 Aug 05, 2026
Clearwater Capital Advisors, LLC History No change 180,231 4,992 0.37% 0.37% 435 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 180,044 4,987 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 178,841 4,953 0.23% 0.23% 437 0 0.0% Q2 2026 Jul 23, 2026
Enclave Advisors LLC History No change 177,581 4,918 0.62% 0.62% 438 0 0.0% Q2 2026 Jul 14, 2026
Avalon Advisory Group History No change 177,423 4,914 1.81% 1.81% 439 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 176,470 4,888 0.14% 0.14% 440 0 0.0% Q2 2026 Aug 06, 2026
Family Legacy Financial Solutions, LLC History Added to 176,874 4,858 2.81% 2.92% 441 +3,913 2.26% Q3 2026 Oct 07, 2026
Carnegie Investment Counsel History No change 175,241 4,854 0.1% 0.1% 442 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 175,225 4,853 0.09% 0.09% 443 0 0.0% Q2 2026 Jul 23, 2026
Beacon Wealthcare LLC History Added to 175,154 4,811 1.53% 1.52% 444 +3,986 2.33% Q3 2026 Oct 02, 2026
BRIGHTON JONES LLC History No change 171,933 4,762 0.09% 0.09% 445 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 170,948 4,735 0.05% 0.05% 446 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 169,859 4,705 0.33% 0.33% 447 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 167,839 4,649 0.09% 0.09% 448 0 0.0% Q2 2026 Aug 14, 2026
VALICENTI ADVISORY SERVICES INC History No change 167,624 4,643 0.88% 0.88% 449 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 166,618 4,615 0.47% 0.47% 450 0 0.0% Q2 2026 Aug 13, 2026
Leo H. Evart, Inc. History No change 166,534 4,612 3.64% 3.64% 451 0 0.0% Q2 2026 Aug 17, 2026
Aptus Capital Advisors, LLC History No change 165,789 4,592 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 12, 2026
AIRE ADVISORS, LLC History No change 164,920 4,568 0.74% 0.74% 453 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 164,804 4,565 1.32% 1.32% 454 0 0.0% Q2 2026 Jul 24, 2026
Peak Financial Management, Inc. History No change 163,833 4,538 1.04% 1.04% 455 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 163,381 4,525 0.12% 0.12% 456 0 0.0% Q2 2026 Jul 07, 2026
Caprock Group, LLC History No change 162,570 4,503 0.09% 0.09% 457 0 0.0% Q2 2026 Jul 27, 2026
GARRISON POINT ADVISORS, LLC History No change 161,782 4,481 1.82% 1.82% 458 0 0.0% Q2 2026 Jul 31, 2026
Attessa Capital LLC History Reduced 162,999 4,477 1.92% 2.06% 459 -2,836 -1.71% Q3 2026 Oct 08, 2026
Blackhawk Capital Partners, LLC History No change 161,592 4,476 1.46% 1.46% 460 0 0.0% Q2 2026 Jul 20, 2026
North Forty Two & Co. History No change 160,914 4,457 3.78% 3.78% 461 0 0.0% Q2 2026 Jul 24, 2026
LVW Advisors, LLC History No change 160,545 4,447 0.38% 0.38% 462 0 0.0% Q2 2026 Jul 15, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 160,504 4,445 0.24% 0.24% 463 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 159,811 4,426 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 157,892 4,373 0.44% 0.44% 465 0 0.0% Q2 2026 Jul 13, 2026
Global Strategic Investment Solutions, LLC History No change 157,874 4,373 0.39% 0.39% 466 0 0.0% Q2 2026 Aug 07, 2026
Mascagni Wealth Management, Inc. History No change 156,841 4,344 2.7% 2.7% 467 0 0.0% Q2 2026 Jul 31, 2026
Pure Financial Advisors, LLC History No change 156,818 4,343 0.06% 0.06% 468 0 0.0% Q2 2026 Aug 14, 2026
Plum Street Advisors, LLC History No change 156,174 4,326 1.38% 1.38% 469 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 156,102 4,324 1.16% 1.16% 470 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 155,986 4,320 0.48% 0.48% 471 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 155,326 4,276 0.14% 0.14% 472 0 0.0% Q2 2026 Aug 12, 2026
Veridan Wealth LLC History No change 154,246 4,272 1.45% 1.45% 473 0 0.0% Q2 2026 Aug 10, 2026
Blossom Wealth Management History No change 154,092 4,268 6.01% 6.01% 474 0 0.0% Q2 2026 Jul 24, 2026
CONDOR CAPITAL MANAGEMENT History No change 152,915 4,235 0.32% 0.32% 475 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 150,602 4,171 0.11% 0.11% 476 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 149,697 4,146 0.04% 0.04% 477 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 149,551 4,142 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 15, 2026
Freestone Capital Holdings, LLC History No change 148,960 4,126 0.11% 0.11% 479 0 0.0% Q2 2026 Jul 31, 2026
Cannon Wealth Management Services, LLC History No change 148,825 4,122 2.26% 2.26% 480 0 0.0% Q2 2026 Aug 11, 2026
ALTFEST L J & CO INC History No change 148,044 4,100 0.4% 0.4% 481 0 0.0% Q2 2026 Jul 30, 2026
Csenge Advisory Group History No change 147,356 4,081 0.17% 0.17% 482 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 147,057 4,073 0.05% 0.05% 483 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 146,968 4,071 0.05% 0.05% 484 0 0.0% Q2 2026 Aug 12, 2026
Dorato Capital Management History Added to 149,142 4,065 2.71% 2.36% 485 +22,842 18.09% Q3 2026 Oct 08, 2026
SALEM INVESTMENT COUNSELORS INC History No change 146,371 4,054 0.1% 0.1% 486 0 0.0% Q2 2026 Jul 14, 2026
Port Capital LLC History No change 146,386 4,054 0.17% 0.17% 487 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 146,130 4,047 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 14, 2026
MADDEN SECURITIES Corp History No change 145,979 4,043 1.12% 1.12% 489 0 0.0% Q2 2026 Jul 24, 2026
Ethic Inc. History No change 141,674 3,924 0.05% 0.05% 490 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 141,060 3,907 0.12% 0.12% 491 0 0.0% Q2 2026 Jul 31, 2026
Tortoise Investment Management, LLC History No change 139,138 3,854 0.29% 0.29% 492 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 138,244 3,829 0.18% 0.18% 493 0 0.0% Q2 2026 Jul 28, 2026
Seaside Wealth Management, Inc. History No change 138,082 3,824 0.95% 0.95% 494 0 0.0% Q2 2026 Aug 05, 2026
Ballast Financial Advisors LLC History No change 138,002 3,822 3.46% 3.46% 495 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 136,589 3,783 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 11, 2026
LYELL WEALTH MANAGEMENT, LP History No change 135,998 3,767 0.23% 0.23% 497 0 0.0% Q2 2026 Aug 05, 2026
Apex Wealth Management, LLC History No change 135,278 3,747 2.29% 2.29% 498 0 0.0% Q2 2026 Aug 11, 2026
Bridgewater Advisors Inc. History No change 135,090 3,723 0.2% 0.2% 499 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 130,513 3,615 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 130,345 3,610 0.18% 0.18% 501 0 0.0% Q2 2026 Jul 23, 2026
Evensky & Katz LLC History No change 130,254 3,608 0.19% 0.19% 502 0 0.0% Q2 2026 Jul 22, 2026
D.B. Root & Company, LLC History No change 129,673 3,591 0.76% 0.76% 503 0 0.0% Q2 2026 Aug 13, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 129,636 3,590 3.87% 3.87% 504 0 0.0% Q2 2026 Aug 13, 2026
VERITY Wealth Advisors History No change 127,443 3,530 2.13% 2.13% 505 0 0.0% Q2 2026 Jul 16, 2026
HORAN Wealth, LLC History No change 126,365 3,500 0.44% 0.44% 506 0 0.0% Q2 2026 Aug 26, 2026
IF Advisors, LLC History No change 125,262 3,469 2.28% 2.28% 507 0 0.0% Q2 2026 Aug 13, 2026
Pioneer Wealth Management Group History Reduced 126,159 3,465 0.82% 0.93% 508 -12,191 -8.81% Q3 2026 Oct 08, 2026
Strategic Financial Concepts, LLC History No change 126,147 3,463 1.03% 1.03% 509 0 0.0% Q2 2026 Jul 27, 2026
NESTEGG ADVISORS, INC. History No change 124,931 3,460 2.45% 2.45% 510 0 0.0% Q2 2026 Jul 14, 2026
Keeler Thomas Management LLC History No change 124,744 3,455 1.22% 1.22% 511 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 124,254 3,441 0.02% 0.02% 512 0 0.0% Q2 2026 Jul 27, 2026
Per Stirling Capital Management, LLC. History No change 124,010 3,435 0.33% 0.33% 513 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 123,754 3,427 0.16% 0.16% 514 0 0.0% Q2 2026 Aug 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 123,559 3,422 2.27% 2.27% 515 0 0.0% Q2 2026 Aug 05, 2026
Unify Financial Advisors History No change 123,186 3,412 3.15% 3.15% 516 0 0.0% Q2 2026 Jul 21, 2026
Sand Hill Global Advisors, LLC History No change 122,753 3,400 0.1% 0.1% 517 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bridge Wealth Partners, LLC History No change 122,407 3,390 0.97% 0.97% 518 0 0.0% Q2 2026 Aug 05, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 121,475 3,364 0.95% 0.95% 519 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Financial Group, LLC History No change 120,931 3,349 1.06% 1.05% 520 0 0.0% Q3 2026 Oct 06, 2026
Frank, Rimerman Advisors LLC History No change 120,825 3,346 0.19% 0.19% 521 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL BANK OF OMAHA History No change 121,408 3,342 0.09% 0.09% 522 0 0.0% Q2 2026 Aug 07, 2026
Schneider Downs Wealth Management Advisors, LP History No change 119,578 3,312 0.31% 0.31% 523 0 0.0% Q2 2026 Aug 05, 2026
Long Island Wealth Management, Inc. History No change 119,357 3,306 1.37% 1.37% 524 0 0.0% Q2 2026 Aug 07, 2026
XY Planning Network, Inc. History No change 119,333 3,305 0.41% 0.41% 525 0 0.0% Q2 2026 Jul 14, 2026
ProVise Management Group, LLC History No change 118,659 3,286 0.22% 0.22% 526 0 0.0% Q2 2026 Aug 03, 2026
Nelson Capital Management, LLC History No change 118,460 3,281 0.36% 0.36% 527 0 0.0% Q2 2026 Jul 24, 2026
Wrenne Financial Planning LLC History No change 117,643 3,258 1.1% 1.1% 528 0 0.0% Q2 2026 Jul 27, 2026
Arcataur Capital Management LLC History No change 117,022 3,241 0.8% 0.8% 529 0 0.0% Q2 2026 Jul 23, 2026
Ballast Rock Private Wealth LLC History No change 116,764 3,234 1.49% 1.49% 530 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 116,715 3,232 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 10, 2026
Revisor Wealth Management LLC History No change 115,942 3,211 0.77% 0.77% 532 0 0.0% Q2 2026 Jul 21, 2026
MBE Wealth Management, LLC History No change 115,783 3,207 1.13% 1.13% 533 0 0.0% Q2 2026 Jul 24, 2026
MOTIVE WEALTH ADVISORS History No change 115,671 3,204 1.32% 1.32% 534 0 0.0% Q2 2026 Jul 20, 2026
Simplicity Wealth,LLC History No change 115,421 3,197 0.11% 0.11% 535 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 113,774 3,151 0.11% 0.11% 536 0 0.0% Q2 2026 Aug 12, 2026
Whitcomb & Hess, Inc. History Reduced 112,912 3,101 0.66% 0.68% 537 -427 -0.38% Q3 2026 Oct 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 111,592 3,091 0.3% 0.3% 538 0 0.0% Q2 2026 Jul 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 111,277 3,082 0.66% 0.66% 539 0 0.0% Q2 2026 Jul 22, 2026
Stewardship Advisors, LLC History No change 110,230 3,053 0.63% 0.63% 540 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 110,060 3,048 0.05% 0.05% 541 0 0.0% Q2 2026 Aug 06, 2026
Aspiring Ventures, LLC History No change 109,135 3,023 0.74% 0.74% 542 0 0.0% Q2 2026 Aug 05, 2026
Marquette Asset Management, LLC History Reduced 108,931 2,992 0.39% 0.39% 543 -213 -0.2% Q3 2026 Oct 09, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 107,988 2,991 0.09% 0.09% 544 0 0.0% Q2 2026 Aug 05, 2026
Expressive Wealth LLC History No change 107,785 2,985 2.82% 2.82% 545 0 0.0% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 107,138 2,967 0.15% 0.15% 546 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 107,053 2,965 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 13, 2026
Leisure Capital Management History No change 106,470 2,949 0.92% 0.92% 548 0 0.0% Q2 2026 Jul 24, 2026
Diversified Portfolios, Inc. History No change 105,232 2,914 0.21% 0.21% 549 0 0.0% Q2 2026 Aug 04, 2026
Diversified Trust Co History No change 104,684 2,899 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 17, 2026
Global Financial Private Client, LLC History No change 104,678 2,899 0.79% 0.79% 551 0 0.0% Q2 2026 Jul 20, 2026
Roundview Capital LLC History No change 103,655 2,871 0.16% 0.16% 552 0 0.0% Q2 2026 Jul 30, 2026
G&S Capital LLC History No change 103,144 2,857 0.83% 0.83% 553 0 0.0% Q2 2026 Jul 10, 2026
Omega Financial Group, LLC History No change 103,161 2,857 0.87% 0.87% 554 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History Added to 103,950 2,855 0.08% 0.08% 555 +9,486 10.04% Q3 2026 Oct 08, 2026
Parkwoods Wealth Partners, LLC History No change 103,038 2,854 0.46% 0.46% 556 0 0.0% Q2 2026 Jul 27, 2026
Red Door Wealth Management, LLC History No change 102,637 2,843 0.26% 0.26% 557 0 0.0% Q2 2026 Jul 13, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 89,530 2,838 3.42% 3.42% 558 0 0.0% Q2 2026 Jul 27, 2026
1900 WEALTH MANAGEMENT LLC History No change 102,408 2,836 0.16% 0.16% 559 0 0.0% Q2 2026 Aug 04, 2026
Balboa Wealth Partners History No change 102,191 2,830 0.39% 0.39% 560 0 0.0% Q2 2026 Aug 10, 2026
Alaska Wealth Advisors, LLC History No change 101,990 2,825 0.31% 0.31% 561 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 101,777 2,819 0.34% 0.34% 562 0 0.0% Q2 2026 Jul 14, 2026
Wealthspire Retirement, LLC History No change 101,797 2,816 0.15% 0.15% 563 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 101,350 2,807 0.19% 0.19% 564 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 101,159 2,802 1.74% 1.74% 565 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 100,836 2,793 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 10, 2026
Copper Harbor Investment Advisors, LLC History No change 100,594 2,786 0.59% 0.59% 567 0 0.0% Q2 2026 Jul 23, 2026
Wilkins Miller Wealth Management, LLC History No change 99,015 2,742 1.51% 1.51% 568 0 0.0% Q2 2026 Jul 21, 2026
Intelligence Driven Advisers, LLC History Reduced 99,318 2,728 0.47% 0.45% 569 -8 -0.01% Q3 2026 Oct 09, 2026
GC Wealth Management RIA, LLC History No change 98,414 2,726 0.16% 0.16% 570 0 0.0% Q2 2026 Jul 16, 2026
CDKV HOLDINGS LLC History No change 98,004 2,714 2.12% 2.12% 571 0 0.0% Q2 2026 Jul 30, 2026
Johnson Bixby & Associates, LLC History No change 97,355 2,696 0.3% 0.3% 572 0 0.0% Q2 2026 Jul 16, 2026
RESTON WEALTH MANAGEMENT LLC History No change 96,670 2,677 0.72% 0.72% 573 0 0.0% Q2 2026 Jul 23, 2026
Kearns & Associates LLC History Added to 95,770 2,630 1.21% 1.21% 574 +1,989 2.12% Q3 2026 Oct 09, 2026
BSW Wealth Partners History No change 94,660 2,622 0.29% 0.29% 575 0 0.0% Q2 2026 Jul 15, 2026
Tactive Advisors, LLC History Added to 95,055 2,611 0.63% 0.63% 576 +3,029 3.29% Q3 2026 Oct 08, 2026
Asset Dedication, LLC History No change 93,763 2,597 0.16% 0.16% 577 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Advisors Inc. History No change 93,667 2,594 0.45% 0.45% 578 0 0.0% Q2 2026 Jul 16, 2026
Investment Advisory Group, LLC History No change 92,477 2,561 0.56% 0.56% 579 0 0.0% Q2 2026 Aug 06, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 92,332 2,557 1.08% 1.08% 580 0 0.0% Q2 2026 Jul 13, 2026
WEST PACES ADVISORS INC. History No change 92,045 2,549 0.43% 0.43% 581 0 0.0% Q2 2026 Jul 17, 2026
COMMERCE BANK History No change 91,911 2,545 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 12, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 91,676 2,539 0.25% 0.25% 583 0 0.0% Q2 2026 Jul 07, 2026
VICTORY FINANCIAL GROUP, LLC History No change 91,617 2,537 0.27% 0.27% 584 0 0.0% Q2 2026 Jul 28, 2026
Embree Financial Group History No change 91,594 2,537 0.25% 0.25% 585 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History No change 90,705 2,512 0.46% 0.46% 586 0 0.0% Q2 2026 Aug 04, 2026
C M BIDWELL & ASSOCIATES LTD History No change 90,666 2,511 1.03% 1.03% 587 0 0.0% Q2 2026 Aug 11, 2026
Mission Creek Capital Partners, Inc. History No change 101,472 2,494 0.44% 0.44% 588 0 0.0% Q2 2026 Aug 14, 2026
Elser Financial Planning, Inc History No change 89,813 2,487 0.11% 0.11% 589 0 0.0% Q2 2026 Jul 14, 2026
Apella Capital, LLC History Added to 91,041 2,481 0.03% 0.03% 590 +15,398 20.36% Q3 2026 Oct 08, 2026
Janney Montgomery Scott LLC History No change 89,376 2,476 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 88,920 2,463 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 07, 2026
Amicus Financial Advisors, LLC History No change 88,228 2,443 0.6% 0.6% 593 0 0.0% Q2 2026 Jul 20, 2026
Affinity Capital Advisors, LLC History No change 87,596 2,441 0.3% 0.3% 594 0 0.0% Q2 2026 Jul 08, 2026
True North Advisors, LLC History No change 88,038 2,438 0.23% 0.23% 595 0 0.0% Q2 2026 Jul 22, 2026
NorthRock Partners, LLC History No change 87,899 2,434 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 11, 2026
HC Advisors, LLC History No change 87,445 2,422 1.47% 1.47% 597 0 0.0% Q2 2026 Aug 07, 2026
Clear Retirement Advice LLC History No change 87,339 2,419 1.66% 1.66% 598 0 0.0% Q2 2026 Jul 15, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 86,606 2,398 0.38% 0.38% 599 0 0.0% Q2 2026 Aug 07, 2026
AWM CAPITAL, LLC History No change 86,016 2,382 0.19% 0.19% 600 0 0.0% Q2 2026 Jul 31, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 84,470 2,339 0.58% 0.58% 601 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 84,154 2,331 0.11% 0.11% 602 0 0.0% Q2 2026 Jul 28, 2026
Pflug Koory, LLC History No change 83,227 2,305 0.92% 0.92% 603 0 0.0% Q2 2026 Jul 21, 2026
NICOLET BANKSHARES INC History No change 82,965 2,298 0.07% 0.07% 604 0 0.0% Q2 2026 Aug 11, 2026
Warwick Investment Management, Inc. History No change 82,826 2,294 0.26% 0.26% 605 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 82,648 2,289 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 82,395 2,282 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 18, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 82,178 2,276 0.23% 0.23% 608 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD SECURITIES, INC. History No change 81,142 2,247 0.13% 0.13% 609 0 0.0% Q2 2026 Jul 15, 2026
Beacon Capital Management, LLC History No change 80,870 2,240 0.33% 0.33% 610 0 0.0% Q2 2026 Jul 29, 2026
WJ Financial Advisors LLC History No change 80,807 2,238 1.64% 1.64% 611 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 79,357 2,198 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 78,688 2,179 0.13% 0.13% 613 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 78,298 2,168 1.02% 1.02% 614 0 0.0% Q2 2026 Aug 07, 2026
Dorsey & Whitney Trust CO LLC History No change 78,142 2,164 0.11% 0.11% 615 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 78,038 2,161 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 04, 2026
Pacific Point Advisors, LLC History No change 77,795 2,154 0.98% 0.98% 617 0 0.0% Q2 2026 Jul 24, 2026
OAK FAMILY ADVISORS, LLC History No change 77,739 2,153 0.55% 0.55% 618 0 0.0% Q2 2026 Jul 20, 2026
Aprio Wealth Management, LLC History No change 77,676 2,151 0.11% 0.11% 619 0 0.0% Q2 2026 Jul 24, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 77,398 2,143 0.5% 0.5% 620 0 0.0% Q2 2026 Aug 14, 2026
FF Advisors,LLC History No change 77,040 2,134 0.8% 0.8% 621 0 0.0% Q2 2026 Jul 29, 2026
Owen LaRue, LLC History No change 76,741 2,125 0.74% 0.74% 622 0 0.0% Q2 2026 Jul 22, 2026
Gambit Capital Management, LLC History No change 76,463 2,118 1.23% 1.23% 623 0 0.0% Q2 2026 Aug 11, 2026
Meramec Financial Planners, LLC History No change 77,377 2,099 0.77% 0.77% 624 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 74,904 2,074 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Wealth Management, LLC. History No change 74,614 2,066 0.46% 0.46% 626 0 0.0% Q2 2026 Jul 30, 2026
AMI INVESTMENT MANAGEMENT INC History No change 74,452 2,062 0.44% 0.44% 627 0 0.0% Q2 2026 Jul 15, 2026
Root Financial Partners, LLC History No change 74,165 2,054 0.08% 0.08% 628 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors, Ltd. LLC History No change 74,094 2,052 0.21% 0.21% 629 0 0.0% Q2 2026 Jul 16, 2026
Carrera Capital Advisors History No change 73,759 2,043 0.3% 0.3% 630 0 0.0% Q2 2026 Aug 03, 2026
Aspen Investment Management Inc History No change 73,677 2,041 0.55% 0.55% 631 0 0.0% Q2 2026 Jul 17, 2026
May Hill Capital, LLC History No change 73,390 2,032 0.42% 0.42% 632 0 0.0% Q2 2026 Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 72,677 2,013 0.2% 0.2% 633 0 0.0% Q2 2026 Sep 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 71,699 1,986 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 71,666 1,985 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 71,969 1,982 0.14% 0.14% 636 0 0.0% Q2 2026 Aug 13, 2026
Passive Capital Management, LLC. History No change 82,405 1,981 0.62% 0.62% 637 0 0.0% Q2 2026 Aug 10, 2026
FinDec Wealth Services, Inc. History No change 71,239 1,973 2.33% 2.33% 638 0 0.0% Q2 2026 Aug 06, 2026
Lee Financial Co History No change 70,759 1,960 0.25% 0.25% 639 0 0.0% Q2 2026 Jul 22, 2026
Brickley Wealth Management History No change 70,388 1,949 0.28% 0.28% 640 0 0.0% Q2 2026 Jul 13, 2026
Elevated Financial Group LLC History No change 70,371 1,949 0.53% 0.53% 641 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 70,258 1,946 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 69,749 1,932 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 17, 2026
Clark Asset Management, LLC History No change 69,339 1,920 0.15% 0.15% 644 0 0.0% Q2 2026 Jul 07, 2026
Axos Invest Inc. History No change 69,052 1,912 1.4% 1.4% 645 0 0.0% Q2 2026 Aug 07, 2026
Private Capital Management, LLC History No change 69,016 1,911 0.17% 0.17% 646 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 68,311 1,892 0.23% 0.23% 647 0 0.0% Q2 2026 Jul 20, 2026
Evanson Financial, LLC History No change 68,179 1,888 0.09% 0.09% 648 0 0.0% Q2 2026 Jul 07, 2026
J.W. COLE ADVISORS, INC. History No change 67,896 1,880 0.03% 0.03% 649 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Investment Partners, Inc. History No change 67,103 1,858 0.05% 0.05% 650 0 0.0% Q2 2026 Aug 13, 2026
Brio Consultants, LLC History No change 66,747 1,848 0.22% 0.22% 651 0 0.0% Q2 2026 Aug 12, 2026
Diversified Investment Strategies, LLC History No change 66,491 1,841 1.19% 1.19% 652 0 0.0% Q2 2026 Jul 27, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 66,279 1,835 1.36% 1.36% 653 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 66,149 1,832 0.1% 0.1% 654 0 0.0% Q2 2026 Jul 29, 2026
Coastwise Capital Group, LLC History No change 65,298 1,808 1.05% 1.05% 655 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 65,267 1,807 0.02% 0.02% 656 0 0.0% Q2 2026 Aug 11, 2026
Planned Solutions, Inc. History No change 64,732 1,793 0.51% 0.51% 657 0 0.0% Q2 2026 Jul 13, 2026
CATHY PARETO & ASSOCIATES, INC History No change 64,570 1,788 1.05% 1.05% 658 0 0.0% Q2 2026 Jul 15, 2026
Meridian Financial Advisors, LLC History No change 64,523 1,787 0.86% 0.86% 659 0 0.0% Q2 2026 Jul 22, 2026
Claro Advisors Inc. History No change 64,306 1,781 0.19% 0.19% 660 0 0.0% Q2 2026 Jul 30, 2026
Greenhouse Wealth Management, LLC History No change 64,303 1,781 1.25% 1.25% 661 0 0.0% Q2 2026 Aug 06, 2026
TFO Wealth Partners, LLC History No change 64,075 1,774 0.19% 0.19% 662 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 63,099 1,747 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 62,860 1,741 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 17, 2026
FIDUCIENT ADVISORS LLC History No change 62,710 1,737 0.25% 0.25% 665 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 62,565 1,733 0.8% 0.8% 666 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 62,500 1,731 0.2% 0.2% 667 0 0.0% Q2 2026 Jul 13, 2026
Continuum Advisory, LLC History No change 62,483 1,730 0.14% 0.14% 668 0 0.0% Q2 2026 Aug 06, 2026
White Pine Investment CO History No change 62,128 1,721 0.37% 0.37% 669 0 0.0% Q2 2026 Jul 20, 2026
SteelPeak Wealth, LLC History No change 62,104 1,720 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 13, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 61,967 1,716 0.76% 0.76% 671 0 0.0% Q2 2026 Aug 07, 2026
Trek Financial, LLC History No change 61,214 1,695 0.08% 0.08% 672 0 0.0% Q2 2026 Aug 13, 2026
Plan A Wealth LLC History Added to 61,596 1,692 0.6% 0.57% 673 +13,171 27.2% Q3 2026 Oct 08, 2026
Westmount Partners, LLC History No change 61,034 1,690 0.37% 0.37% 674 0 0.0% Q2 2026 Jul 07, 2026
Heartwood Wealth Advisors LLC History Reduced 61,398 1,686 0.13% 0.13% 675 -336 -0.54% Q3 2026 Oct 05, 2026
Wealthcare Advisory Partners LLC History No change 60,226 1,668 0.03% 0.03% 676 0 0.0% Q2 2026 Jul 09, 2026
Advyzon Investment Management, LLC History No change 60,139 1,665 0.12% 0.12% 677 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 59,705 1,653 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
Great Waters Wealth Management History Reduced 60,047 1,649 0.15% 0.17% 679 -5,151 -7.9% Q3 2026 Oct 07, 2026
One Capital Management, LLC History No change 66,421 1,643 0.05% 0.05% 680 0 0.0% Q2 2026 Aug 13, 2026
Wolfstich Capital, LLC History No change 51,215 1,642 1.27% 1.27% 681 0 0.0% Q2 2026 Jul 24, 2026
RCW Management, LLC History No change 59,254 1,641 1.47% 1.47% 682 0 0.0% Q2 2026 Jul 21, 2026
Compass Financial Group, INC/SD History No change 58,979 1,633 0.19% 0.19% 683 0 0.0% Q2 2026 Aug 04, 2026
Frisco Financial Planning LLC History Reduced 59,319 1,629 1.27% 1.26% 684 -1,267 -2.09% Q3 2026 Oct 05, 2026
FDx Advisors, Inc. History No change 58,759 1,628 0.49% 0.49% 685 0 0.0% Q2 2026 Aug 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 58,678 1,625 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 58,688 1,625 0.17% 0.17% 687 0 0.0% Q2 2026 Jul 27, 2026
Carolina Wealth Management Inc History No change 58,595 1,623 0.75% 0.75% 688 0 0.0% Q2 2026 Aug 11, 2026
CWA Asset Management Group, LLC History No change 58,493 1,620 0.05% 0.05% 689 0 0.0% Q2 2026 Jul 14, 2026
Abound Wealth Management History No change 58,315 1,615 0.32% 0.32% 690 0 0.0% Q2 2026 Jul 10, 2026
Anchor Investment Management, LLC History No change 57,407 1,590 0.12% 0.12% 691 0 0.0% Q2 2026 Sep 15, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 57,194 1,584 0.21% 0.21% 692 0 0.0% Q2 2026 Jul 20, 2026
Fonville Wealth Management LLC History No change 56,358 1,561 0.25% 0.25% 693 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 56,294 1,559 0.01% 0.01% 694 0 0.0% Q2 2026 Sep 23, 2026
Successful Portfolios LLC History Added to 56,336 1,554 0.72% 0.69% 695 +2,642 4.92% Q3 2026 Oct 09, 2026
Rossmore Private Capital History No change 56,094 1,553 0.13% 0.13% 696 0 0.0% Q2 2026 Jul 31, 2026
Geometric Wealth Advisors History No change 56,072 1,553 0.17% 0.17% 697 0 0.0% Q2 2026 Aug 11, 2026
WLTH Capital Management, LLC History No change 56,017 1,551 0.99% 0.99% 698 0 0.0% Q2 2026 Jul 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 55,736 1,543 0.08% 0.08% 699 0 0.0% Q2 2026 Aug 14, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 55,672 1,542 1.38% 1.38% 700 0 0.0% Q2 2026 Jul 09, 2026
Hardin Capital Partners, LLC History Added to 56,126 1,541 0.75% 0.71% 701 +869 1.57% Q3 2026 Oct 08, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 56,314 1,540 0.5% 0.5% 702 0 0.0% Q2 2026 Jul 23, 2026
R2 Capital Strategies, LLC History No change 55,283 1,531 0.69% 0.69% 703 0 0.0% Q2 2026 Jul 23, 2026
Smallwood Wealth Investment Management, LLC History No change 54,865 1,519 0.66% 0.66% 704 0 0.0% Q2 2026 Jul 23, 2026
Traction Financial Partners, LLC History No change 54,788 1,517 0.81% 0.81% 705 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 54,613 1,512 0.16% 0.16% 706 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 54,327 1,504 0.03% 0.03% 707 0 0.0% Q2 2026 Jul 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 53,730 1,488 0.02% 0.02% 708 0 0.0% Q2 2026 Aug 06, 2026
Sunburst Financial Group, LLC History Reduced 53,976 1,482 0.23% 0.24% 709 -107 -0.2% Q3 2026 Oct 08, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 53,418 1,479 1.22% 1.22% 710 0 0.0% Q2 2026 Jul 30, 2026
Brucke Financial, Inc. History No change 53,068 1,469 0.65% 0.65% 711 0 0.0% Q2 2026 Jul 21, 2026
Code Waechter LLC History No change 52,347 1,450 0.75% 0.75% 712 0 0.0% Q2 2026 Jul 31, 2026
Wilson & Boucher Capital Management, LLC History No change 51,945 1,438 0.84% 0.84% 713 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 51,867 1,436 0.05% 0.05% 714 0 0.0% Q2 2026 Jul 22, 2026
Empowered Funds, LLC History No change 51,458 1,425 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 14, 2026
M. Kulyk & Associates, LLC History No change 51,316 1,421 0.23% 0.23% 716 0 0.0% Q2 2026 Aug 07, 2026
Cambria Investment Management, L.P. History No change 50,998 1,412 0.07% 0.07% 717 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 50,930 1,410 0.08% 0.08% 718 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 50,754 1,405 0.14% 0.14% 719 0 0.0% Q2 2026 Jul 21, 2026
Oath Planning, LLC History No change 50,170 1,389 1.03% 1.03% 720 0 0.0% Q2 2026 Jul 24, 2026
Monetary Solutions, Ltd History No change 49,909 1,382 1.19% 1.19% 721 0 0.0% Q2 2026 Jul 23, 2026
GK Wealth Management LLC History Reduced 50,180 1,378 0.78% 0.85% 722 -8,365 -14.29% Q3 2026 Oct 09, 2026
Lewis Asset Management, LLC History No change 49,678 1,376 0.48% 0.48% 723 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 49,667 1,375 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 06, 2026
Schwallier Wealth Management LLC History No change 49,590 1,373 0.87% 0.87% 725 0 0.0% Q2 2026 Aug 14, 2026
Wernau Asset Management Inc. History No change 49,588 1,373 0.71% 0.71% 726 0 0.0% Q2 2026 Jul 31, 2026
Avant Financial Advisors LLC History No change 49,414 1,368 0.85% 0.85% 727 0 0.0% Q2 2026 Jul 09, 2026
Aspen Grove Capital, LLC History No change 49,242 1,364 0.2% 0.2% 728 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 49,014 1,357 0.57% 0.57% 729 0 0.0% Q2 2026 Jul 16, 2026
Spinnaker Investment Group, LLC History No change 48,940 1,355 0.22% 0.22% 730 0 0.0% Q2 2026 Jul 10, 2026
COOPER/HAIMS ADVISORS, LLC History No change 48,810 1,352 0.58% 0.58% 731 0 0.0% Q2 2026 Aug 14, 2026
Blue Zone Wealth Advisors, LLC History No change 48,679 1,348 0.24% 0.24% 732 0 0.0% Q2 2026 Jul 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 48,609 1,346 0.07% 0.07% 733 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 48,458 1,342 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 10, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 48,107 1,332 0.61% 0.61% 735 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 47,975 1,328 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 47,905 1,326 0.05% 0.05% 737 0 0.0% Q2 2026 Jul 28, 2026
WATERSHED PRIVATE WEALTH LLC History No change 47,863 1,325 0.37% 0.37% 738 0 0.0% Q2 2026 Jul 17, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 47,759 1,322 0.17% 0.17% 739 0 0.0% Q2 2026 Jul 21, 2026
Crusonia Wealth Advisors LLC History No change 47,684 1,320 0.22% 0.22% 740 0 0.0% Q2 2026 Jul 30, 2026
Klingman & Associates, LLC History No change 47,052 1,303 0.06% 0.06% 741 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 46,972 1,301 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 13, 2026
Orographic Financial Advisors, LLC History No change 45,295 1,286 0.85% 0.85% 743 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 46,274 1,281 0.03% 0.03% 744 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 46,244 1,280 0.46% 0.46% 745 0 0.0% Q2 2026 Aug 04, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 46,385 1,274 0.38% 0.51% 746 -13,011 -21.91% Q3 2026 Oct 01, 2026
DAVIDSON TRUST CO History No change 46,370 1,273 0.5% 0.5% 747 0 0.0% Q3 2026 Oct 09, 2026
Quadcap Wealth Management, LLC History No change 45,920 1,271 0.12% 0.12% 748 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 45,812 1,268 0.11% 0.11% 749 0 0.0% Q2 2026 Jul 09, 2026
Weaver Capital Management LLC History No change 51,036 1,263 0.28% 0.28% 750 0 0.0% Q2 2026 Jul 30, 2026
Acorn Wealth Advisors, LLC History No change 45,485 1,259 0.31% 0.31% 751 0 0.0% Q2 2026 Jul 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 45,000 1,246 0.07% 0.07% 752 0 0.0% Q2 2026 Jul 31, 2026
Lighthouse Wealth Management Inc. History No change 44,780 1,240 0.77% 0.77% 753 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 44,581 1,234 0.03% 0.03% 754 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 44,544 1,233 0.06% 0.06% 755 0 0.0% Q2 2026 Jul 23, 2026
EARNED WEALTH ADVISORS, LLC History No change 44,489 1,232 0.08% 0.08% 756 0 0.0% Q2 2026 Aug 14, 2026
J.E. Simmons & Co., P.C. History No change 44,373 1,229 0.69% 0.69% 757 0 0.0% Q2 2026 Jul 15, 2026
Clay Northam Wealth Management, LLC History No change 44,225 1,225 0.6% 0.6% 758 0 0.0% Q2 2026 Aug 10, 2026
LTG Capital LLC History No change 44,122 1,222 0.82% 0.82% 759 0 0.0% Q2 2026 Aug 05, 2026
Curry Webb Wealth Management LLC History No change 43,950 1,217 0.5% 0.5% 760 0 0.0% Q2 2026 Aug 13, 2026
Prospera Capital Management, LLC History No change 43,552 1,212 0.38% 0.38% 761 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 43,717 1,210 0.06% 0.06% 762 0 0.0% Q2 2026 Jul 20, 2026
Waterloo Capital, L.P. History No change 43,446 1,203 0.07% 0.07% 763 0 0.0% Q2 2026 Jul 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 43,347 1,200 0.09% 0.09% 764 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 43,158 1,195 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 22, 2026
Strategic Investment Solutions, Inc. /IL History No change 42,859 1,187 0.27% 0.27% 766 0 0.0% Q2 2026 Jul 08, 2026
Spartan Wealth Advisory Services LLC History No change 42,875 1,187 0.1% 0.1% 767 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History No change 41,990 1,163 0.08% 0.08% 768 0 0.0% Q2 2026 Jul 20, 2026
Meeder Advisory Services, Inc. History No change 41,979 1,162 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 07, 2026
SevenBridge Financial Group, LLC History No change 40,811 1,152 0.17% 0.17% 770 0 0.0% Q2 2026 Aug 12, 2026
Forum Financial Management, LP History No change 41,570 1,151 0.01% 0.01% 771 0 0.0% Q2 2026 Jul 23, 2026
Bullock Wealth Management Group History Added to 42,197 1,149 0.48% 0.5% 773 +209 0.5% Q3 2026 Oct 09, 2026
Badgley Phelps Wealth Managers, LLC History No change 41,486 1,149 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 31, 2026
HOLDERNESS INVESTMENTS CO History No change 41,417 1,147 0.19% 0.19% 774 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 41,359 1,145 0.06% 0.06% 775 0 0.0% Q2 2026 Jul 16, 2026
Ironwood Financial, llc History No change 42,191 1,142 0.18% 0.18% 776 0 0.0% Q2 2026 Jul 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 41,153 1,139 0.46% 0.46% 777 0 0.0% Q2 2026 Jul 14, 2026
Fielder Capital Group LLC History No change 40,959 1,134 0.25% 0.25% 778 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History No change 40,903 1,133 0.1% 0.1% 779 0 0.0% Q2 2026 Jul 20, 2026
Daybright Advisory Services, Inc. History No change 41,282 1,132 0.27% 0.27% 780 0 0.0% Q2 2026 Aug 04, 2026
Advisory Resource Group History No change 40,860 1,131 0.17% 0.17% 781 0 0.0% Q2 2026 Jul 14, 2026
Greenline Partners, LLC History No change 40,624 1,125 0.11% 0.11% 782 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 40,928 1,124 0.07% 0.07% 783 0 0.0% Q2 2026 Jul 16, 2026
HUB Investment Partners, LLC History No change 40,555 1,123 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 31, 2026
Valued Retirements, Inc. History No change 40,460 1,120 1.01% 1.01% 785 0 0.0% Q2 2026 Aug 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 40,120 1,111 0.18% 0.18% 786 0 0.0% Q2 2026 Aug 06, 2026
American Investment Services, Inc. History No change 40,075 1,110 0.23% 0.23% 787 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 39,894 1,105 0.22% 0.22% 788 0 0.0% Q2 2026 Jul 15, 2026
71 West Capital Partners History No change 39,642 1,098 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 04, 2026
JDM Financial Group LLC History No change 39,423 1,092 0.37% 0.37% 790 0 0.0% Q2 2026 Aug 17, 2026
National Wealth Management Group, LLC History No change 39,439 1,092 0.34% 0.34% 791 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 39,357 1,090 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 28, 2026
Black Cypress Capital Management, LLC History No change 39,244 1,087 0.73% 0.73% 793 0 0.0% Q2 2026 Aug 07, 2026
Wingate Wealth Advisors, Inc. History No change 39,271 1,087 0.48% 0.48% 794 0 0.0% Q2 2026 Jul 29, 2026
Princeton Global Asset Management LLC History No change 38,746 1,073 0.15% 0.15% 795 0 0.0% Q2 2026 Jul 16, 2026
Dakota Wealth Management History No change 37,879 1,049 0.02% 0.02% 796 0 0.0% Q2 2026 Aug 07, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 37,815 1,047 0.58% 0.58% 797 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 37,765 1,046 0.2% 0.2% 798 0 0.0% Q2 2026 Jul 23, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 37,744 1,045 0.09% 0.09% 799 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 37,559 1,040 0.06% 0.06% 800 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 37,458 1,037 0.03% 0.03% 801 0 0.0% Q2 2026 Jul 20, 2026
RCS Financial Planning, LLC History No change 37,376 1,035 0.49% 0.49% 802 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 37,291 1,032 0.16% 0.16% 803 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 37,253 1,031 0.02% 0.02% 804 0 0.0% Q2 2026 Jul 28, 2026
KCM INVESTMENT ADVISORS LLC History No change 37,192 1,030 0.03% 0.03% 805 0 0.0% Q2 2026 Aug 13, 2026
Shakespeare Wealth Management, LLC History No change 37,098 1,027 0.27% 0.27% 806 0 0.0% Q2 2026 Jul 20, 2026
EWA, LLC History No change 37,101 1,027 0.19% 0.19% 807 0 0.0% Q2 2026 Jul 14, 2026
PDS Planning, Inc History No change 36,965 1,023 0.06% 0.06% 808 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 36,940 1,023 0.03% 0.03% 809 0 0.0% Q2 2026 Jul 24, 2026
Capital Square, LLC History No change 37,130 1,022 0.45% 0.45% 810 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 36,732 1,017 0.53% 0.53% 811 0 0.0% Q2 2026 Jul 22, 2026
Rehmann Capital Advisory Group History No change 36,620 1,014 0.05% 0.05% 812 0 0.0% Q2 2026 Aug 20, 2026
Koss-Olinger Consulting, LLC History No change 36,418 1,008 0.08% 0.08% 813 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 36,260 1,004 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 11, 2026
Biltmore Family Office, LLC History No change 36,188 1,002 0.13% 0.13% 815 0 0.0% Q2 2026 Aug 12, 2026
Wolff Financial Management LLC History No change 35,993 997 0.2% 0.2% 816 0 0.0% Q2 2026 Jul 16, 2026
Manuka Financial, LLC History No change 35,960 996 0.52% 0.52% 817 0 0.0% Q2 2026 Jul 31, 2026
Daytona Street Capital LLC History No change 35,902 989 0.72% 0.72% 818 0 0.0% Q2 2026 Aug 03, 2026
Front Row Advisors LLC History No change 34,816 980 0.28% 0.28% 819 0 0.0% Q2 2026 Aug 13, 2026
Flower City Capital History No change 35,335 978 0.43% 0.43% 820 0 0.0% Q2 2026 Jul 07, 2026
TCI Wealth Advisors, Inc. History No change 34,875 966 0.04% 0.04% 821 0 0.0% Q2 2026 Jul 29, 2026
Twele Capital Management, Inc. History No change 34,857 965 0.16% 0.16% 822 0 0.0% Q2 2026 Jul 14, 2026
Jacobs Equity LLC History No change 34,870 965 0.67% 0.67% 823 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 34,830 964 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 14, 2026
FRANKLIN RESOURCES INC History No change 34,753 962 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 34,742 962 0.06% 0.06% 826 0 0.0% Q2 2026 Jul 23, 2026
Legacy Bridge, LLC History No change 34,588 958 0.3% 0.3% 827 0 0.0% Q2 2026 Aug 13, 2026
Emergent Wealth Advisors, LLC History Added to 34,777 955 0.5% 0.5% 828 +155 0.45% Q3 2026 Oct 08, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 34,108 936 0.26% 0.28% 829 +404 1.2% Q3 2026 Oct 07, 2026
SAGE FINANCIAL GROUP INC History No change 33,602 930 0.05% 0.05% 830 0 0.0% Q2 2026 Jul 21, 2026
Granite Investment Partners, LLC History No change 33,559 929 0.05% 0.05% 831 0 0.0% Q2 2026 Aug 07, 2026
Ranch Capital Advisors Inc. History No change 33,473 927 0.29% 0.29% 832 0 0.0% Q2 2026 Aug 03, 2026
MATHER GROUP, LLC. History No change 33,356 923 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 27, 2026
Crescent Sterling, Ltd. History No change 33,322 923 0.83% 0.83% 834 0 0.0% Q2 2026 Jul 07, 2026
CABOT WEALTH MANAGEMENT INC History No change 33,295 922 0.09% 0.09% 835 0 0.0% Q2 2026 Jul 31, 2026
PENNINGTON PARTNERS & CO., LLC History No change 33,295 922 0.3% 0.3% 836 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 34,208 922 0.07% 0.07% 837 0 0.0% Q2 2026 Jul 29, 2026
Cascade Financial Partners, LLC History No change 33,260 921 0.08% 0.08% 838 0 0.0% Q2 2026 Aug 04, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 32,956 905 0.01% 0.0% 839 +19,337 141.99% Q3 2026 Oct 05, 2026
Almanack Investment Partners, LLC. History No change 32,670 904 0.12% 0.12% 840 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 32,300 894 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 12, 2026
EHRLICH FINANCIAL GROUP History No change 32,206 892 0.46% 0.46% 842 0 0.0% Q2 2026 Jul 09, 2026
Curated Wealth Partners LLC History No change 32,150 890 0.1% 0.1% 843 0 0.0% Q2 2026 Aug 14, 2026
Foguth Wealth Management, LLC. History No change 32,942 884 0.1% 0.1% 844 0 0.0% Q2 2026 Jul 21, 2026
Clarity Capital Advisors, LLC History No change 31,902 883 0.37% 0.37% 845 0 0.0% Q2 2026 Jul 13, 2026
Gaddis Premier Wealth Advisors LLC History No change 31,826 881 0.54% 0.54% 846 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 31,798 880 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 13, 2026
Navigation Group, LLC History No change 31,756 879 0.17% 0.17% 848 0 0.0% Q2 2026 Jul 29, 2026
BCWM, LLC History No change 31,688 877 0.26% 0.26% 849 0 0.0% Q2 2026 Aug 14, 2026
Single Point Partners, LLC History No change 31,654 876 0.15% 0.15% 850 0 0.0% Q2 2026 Jul 16, 2026
DAVENPORT & Co LLC History No change 31,293 866 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 13, 2026
CENTAURUS FINANCIAL, INC. History No change 31,258 866 0.03% 0.03% 852 0 0.0% Q2 2026 Aug 17, 2026
Pacific Asset Management, LLC History No change 31,223 864 0.42% 0.42% 853 0 0.0% Q2 2026 Jul 27, 2026
LFA - Lugano Financial Advisors SA History No change 31,104 861 0.52% 0.52% 854 0 0.0% Q2 2026 Jul 28, 2026
Seed Wealth Management, Inc. History No change 31,040 859 0.54% 0.54% 855 0 0.0% Q2 2026 Jul 27, 2026
Beaird Harris Wealth Management, LLC History No change 30,975 858 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 08, 2026
Payne Capital LLC History No change 31,002 858 0.72% 0.72% 857 0 0.0% Q2 2026 Aug 11, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 30,963 857 0.04% 0.04% 858 0 0.0% Q2 2026 Jul 28, 2026
Pine Valley Investments Ltd Liability Co History No change 30,920 856 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 30,866 854 0.02% 0.02% 860 0 0.0% Q2 2026 Aug 10, 2026
Broadview Financial Management, LLC History No change 30,729 851 0.52% 0.52% 861 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 30,737 851 0.16% 0.16% 862 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 30,640 848 0.19% 0.19% 863 0 0.0% Q2 2026 Jul 07, 2026
MAIRS & POWER INC History No change 30,586 847 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 14, 2026
RED REEF ADVISORS LLC History No change 30,273 838 0.77% 0.77% 865 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 30,209 836 0.04% 0.04% 866 0 0.0% Q2 2026 Aug 06, 2026
Baldwin Investment Management, LLC History No change 30,153 835 0.08% 0.08% 867 0 0.0% Q2 2026 Jul 28, 2026
Stone Summit Wealth LLC History No change 30,142 834 0.21% 0.21% 868 0 0.0% Q2 2026 Jul 23, 2026
BURLING WEALTH PARTNERS, LLC History No change 30,042 832 0.12% 0.12% 869 0 0.0% Q2 2026 Aug 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 30,287 831 0.12% 0.12% 870 0 0.0% Q3 2026 Oct 08, 2026
Asset One Wealth Management LLC History No change 30,187 829 0.09% 0.09% 871 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 29,862 827 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 12, 2026
Accel Wealth Management History No change 29,880 827 0.19% 0.19% 873 0 0.0% Q2 2026 Jul 10, 2026
MBL Wealth, LLC History No change 29,846 826 0.06% 0.06% 874 0 0.0% Q2 2026 Jul 15, 2026
Gerber Kawasaki Wealth & Investment Management History No change 29,816 825 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMUNITY TRUST NA History Added to 30,025 824 0.27% 0.01% 876 +29,001 2832.13% Q3 2026 Oct 07, 2026
Signal Advisors Wealth, LLC History No change 29,637 820 0.04% 0.04% 877 0 0.0% Q2 2026 Aug 04, 2026
Independent Advisor Alliance History No change 29,559 818 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 12, 2026
Pathway Financial Advisors LLC History No change 29,488 810 0.09% 0.09% 879 0 0.0% Q3 2026 Oct 07, 2026
Pegasus Asset Management, Inc. History No change 29,166 807 0.23% 0.23% 880 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 29,086 805 0.02% 0.02% 881 0 0.0% Q2 2026 Aug 10, 2026
Sovereign Financial Group, Inc. History No change 29,061 804 0.12% 0.12% 882 0 0.0% Q2 2026 Jul 24, 2026
Mainsail Financial Group, LLC History No change 28,974 802 0.27% 0.27% 883 0 0.0% Q2 2026 Jul 15, 2026
My Personal CFO, LLC History No change 28,861 799 0.31% 0.31% 884 0 0.0% Q2 2026 Jul 21, 2026
Cordant, Inc. History No change 28,816 798 0.29% 0.29% 885 0 0.0% Q2 2026 Jul 14, 2026
EdgeRock Capital LLC History No change 28,775 797 0.18% 0.18% 886 0 0.0% Q2 2026 Jul 24, 2026
Alesco Advisors, LLC, An ESL Co History No change 28,744 796 0.02% 0.02% 887 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 28,767 796 0.05% 0.05% 888 0 0.0% Q2 2026 Aug 05, 2026
PROSPERITY BANCSHARES INC History No change 28,551 790 0.52% 0.52% 889 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 28,304 784 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 03, 2026
StoryOne LLC History No change 28,280 783 0.37% 0.37% 891 0 0.0% Q2 2026 Jul 24, 2026
Gallagher Fiduciary Advisors, LLC History No change 28,050 776 0.03% 0.03% 892 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 27,991 775 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 14, 2026
Capasso Planning Partners LLC History No change 27,838 771 0.38% 0.38% 894 0 0.0% Q2 2026 Aug 18, 2026
Wescott Financial Advisory Group, LLC History No change 27,781 769 0.06% 0.06% 895 0 0.0% Q2 2026 Aug 04, 2026
BENNETT SELBY INVESTMENTS LP History No change 27,681 766 0.24% 0.24% 896 0 0.0% Q2 2026 Jul 24, 2026
OFS Enterprise LLC History No change 27,684 766 0.2% 0.2% 897 0 0.0% Q2 2026 Jul 08, 2026
Financial Synergies Wealth Advisors, Inc. History No change 27,311 756 0.06% 0.06% 898 0 0.0% Q2 2026 Jul 17, 2026
Fisher Asset Management, LLC History No change 27,210 753 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 27,155 752 0.04% 0.04% 900 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 27,058 749 0.07% 0.07% 901 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 27,212 747 0.06% 0.08% 903 -4,879 -15.2% Q3 2026 Oct 01, 2026
Wall Capital Group, Inc. History No change 26,981 747 0.61% 0.61% 902 0 0.0% Q2 2026 Jul 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 26,966 746 0.03% 0.03% 904 0 0.0% Q2 2026 Jul 27, 2026
DecisionMap Wealth Management, LLC History No change 26,870 744 0.42% 0.42% 905 0 0.0% Q2 2026 Jul 21, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 26,844 743 0.1% 0.1% 906 0 0.0% Q2 2026 Jul 29, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 27,004 741 0.17% 0.18% 908 -300 -1.1% Q3 2026 Oct 06, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 26,787 741 0.1% 0.1% 907 0 0.0% Q2 2026 Jul 24, 2026
FMB WEALTH MANAGEMENT History No change 26,752 741 0.27% 0.27% 909 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Managment, LLC/ID History No change 26,786 741 0.31% 0.31% 910 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 26,736 740 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 26,608 737 0.05% 0.05% 912 0 0.0% Q2 2026 Aug 04, 2026
BAXTER BROS INC History No change 26,525 734 0.08% 0.08% 913 0 0.0% Q2 2026 Aug 06, 2026
Trevian Wealth Management LLC History No change 26,454 732 0.31% 0.31% 914 0 0.0% Q2 2026 Jul 24, 2026
WEIK CAPITAL MANAGEMENT History No change 26,275 727 0.28% 0.28% 915 0 0.0% Q2 2026 Aug 12, 2026
AAF Wealth Management, LLC History No change 26,250 727 0.27% 0.27% 916 0 0.0% Q2 2026 Jul 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 26,159 724 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 03, 2026
Glaxis Capital Management, LLC History No change 26,000 720 1.45% 1.45% 918 0 0.0% Q2 2026 Aug 10, 2026
Maridea Wealth Management LLC History No change 25,903 717 0.08% 0.08% 919 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 25,857 716 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 25,617 709 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 24, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 25,510 706 0.39% 0.39% 922 0 0.0% Q2 2026 Jul 21, 2026
Madison Asset Management, LLC History No change 25,380 703 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 10, 2026
Lionshead Wealth Management, LLC History No change 25,280 700 0.45% 0.45% 924 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 25,238 699 0.02% 0.02% 925 0 0.0% Q2 2026 Jul 29, 2026
PINNACLE ASSOCIATES LTD History No change 25,208 698 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 03, 2026
Palisade Asset Management, LLC History No change 25,220 698 0.06% 0.06% 927 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 25,097 695 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 08, 2026
BWM Planning, LLC History No change 25,084 694 0.16% 0.16% 929 0 0.0% Q2 2026 Jul 23, 2026
VISTA CAPITAL PARTNERS, INC. History No change 24,989 692 0.06% 0.06% 930 0 0.0% Q2 2026 Jul 23, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 24,987 692 1.08% 1.08% 931 0 0.0% Q2 2026 Aug 11, 2026
Everest Financial Group LLC History No change 25,017 692 0.09% 0.09% 932 0 0.0% Q2 2026 Aug 10, 2026
Carolina Wealth Advisors, LLC History No change 24,946 691 0.27% 0.27% 933 0 0.0% Q2 2026 Jul 09, 2026
Midwest Financial Group LLC History No change 24,865 688 0.24% 0.24% 934 0 0.0% Q2 2026 Jul 21, 2026
Basepoint Wealth LLC History No change 24,823 687 0.39% 0.39% 935 0 0.0% Q2 2026 Aug 10, 2026
Davis Wealth Advisors, LLC History No change 24,739 685 0.53% 0.53% 936 0 0.0% Q2 2026 Aug 14, 2026
Ketron Financial History No change 24,657 683 0.21% 0.21% 937 0 0.0% Q2 2026 Aug 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 24,646 682 0.02% 0.02% 938 0 0.0% Q2 2026 Jul 31, 2026
PROFFITT & GOODSON INC History No change 24,643 682 0.09% 0.09% 939 0 0.0% Q2 2026 Jul 22, 2026
Everhart Financial Group, Inc. History Added to 24,821 681 0.04% 0.04% 941 +419 1.72% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 24,608 681 0.06% 0.06% 940 0 0.0% Q2 2026 Aug 07, 2026
ETF Store, Inc. History No change 24,605 681 0.57% 0.57% 942 0 0.0% Q2 2026 Jul 29, 2026
Summit Global Investments History No change 24,483 678 0.04% 0.04% 943 0 0.0% Q2 2026 Aug 03, 2026
Sowell Financial Services LLC History No change 24,455 677 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 17, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 24,437 676 0.08% 0.08% 945 0 0.0% Q2 2026 Aug 12, 2026
MAYPORT, LLC History No change 24,385 675 0.1% 0.1% 946 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Management, LLC History No change 24,127 668 0.23% 0.23% 947 0 0.0% Q2 2026 Jul 07, 2026
Coppell Advisory Solutions LLC History No change 25,535 666 0.06% 0.06% 948 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 24,064 666 0.21% 0.21% 949 0 0.0% Q2 2026 Jul 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 23,989 664 0.08% 0.08% 950 0 0.0% Q2 2026 Aug 05, 2026
Bensler, LLC History No change 23,953 663 0.06% 0.06% 951 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 23,681 655 0.05% 0.05% 952 0 0.0% Q2 2026 Jul 23, 2026
EASTERN BANK History Added to 23,797 653 0.01% 0.0% 953 +22,987 2837.9% Q3 2026 Oct 05, 2026
ASSOCIATED BANC-CORP History No change 23,526 651 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 31, 2026
Guardian Wealth Advisors, LLC History No change 23,435 649 0.32% 0.32% 955 0 0.0% Q2 2026 Aug 05, 2026
Integrity Advisory Solutions, LLC History No change 23,397 648 0.07% 0.07% 956 0 0.0% Q2 2026 Jul 31, 2026
Ifrah Financial Services, Inc. History No change 23,359 647 0.16% 0.16% 957 0 0.0% Q2 2026 Jul 21, 2026
YHB Investment Advisors, Inc. History Added to 23,471 644 0.04% 0.04% 958 +442 1.92% Q3 2026 Oct 08, 2026
New England Private Wealth Advisors LLC History No change 23,828 644 0.06% 0.06% 959 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 23,025 637 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 22,845 632 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 28, 2026
Roger Wittlin Investment Advisory, LLC History No change 22,846 632 0.5% 0.5% 962 0 0.0% Q2 2026 Jul 17, 2026
Lifeworks Advisors, LLC History No change 22,815 631 0.07% 0.07% 963 0 0.0% Q2 2026 Aug 14, 2026
Darrow Company, Inc. History No change 22,815 631 0.24% 0.24% 964 0 0.0% Q2 2026 Jul 29, 2026
GREENWOOD GEARHART LLC History No change 22,745 630 0.03% 0.03% 965 0 0.0% Q2 2026 Jul 24, 2026
Mayfair Advisory Group, LLC History No change 23,272 629 0.19% 0.19% 966 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 22,882 628 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 22,687 628 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 10, 2026
WealthPLAN Partners, LLC History No change 22,700 628 0.12% 0.12% 969 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 22,642 627 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 07, 2026
Values Added Financial LLC History No change 22,659 627 0.23% 0.23% 971 0 0.0% Q2 2026 Jul 27, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 22,617 626 0.47% 0.47% 972 0 0.0% Q2 2026 Aug 07, 2026
Bright Futures Wealth Management, LLC. History No change 22,567 625 0.4% 0.4% 973 0 0.0% Q2 2026 Jul 24, 2026
MidAtlantic Capital Management, Inc. History No change 22,554 624 0.39% 0.39% 974 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 22,493 623 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 22,504 623 0.17% 0.17% 976 0 0.0% Q2 2026 Jul 22, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 22,484 622 0.03% 0.03% 977 0 0.0% Q2 2026 Aug 10, 2026
Madrid Wealth Management, LLC History No change 22,106 612 0.4% 0.4% 978 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 22,018 609 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 03, 2026
Piscataqua Savings Bank History No change 22,002 609 0.41% 0.41% 980 0 0.0% Q2 2026 Jul 09, 2026
LOWE BROCKENBROUGH & CO INC History No change 21,742 602 0.03% 0.03% 981 0 0.0% Q2 2026 Aug 03, 2026
SENTINEL PENSION ADVISORS, LLC History No change 22,149 598 0.08% 0.08% 982 0 0.0% Q2 2026 Jul 23, 2026
Sterling Investment Advisors, Ltd. History No change 21,496 595 0.1% 0.1% 983 0 0.0% Q2 2026 Jul 28, 2026
Astra Wealth Partners LLC History No change 21,448 594 0.32% 0.32% 984 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 21,658 591 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 27, 2026
Signature Resources Capital Management, LLC History No change 21,324 590 0.23% 0.23% 986 0 0.0% Q2 2026 Jul 13, 2026
Regal Investment Advisors LLC History No change 21,275 589 0.03% 0.03% 987 0 0.0% Q2 2026 Aug 14, 2026
SACHEM HILL LLC History No change 21,272 589 0.1% 0.1% 988 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 21,228 588 0.04% 0.04% 989 0 0.0% Q2 2026 Jul 29, 2026
Hirtle & Co., LLC History No change 21,180 586 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Added to 21,224 583 0.01% 0.01% 992 +3,380 18.94% Q3 2026 Oct 08, 2026
ADE, LLC History No change 21,057 583 0.25% 0.25% 991 0 0.0% Q2 2026 Aug 04, 2026
Accredited Investors Inc. History No change 20,996 581 0.03% 0.03% 993 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 20,952 580 0.3% 0.3% 994 0 0.0% Q2 2026 Aug 06, 2026
Rollins Financial Advisors, LLC History No change 20,969 580 0.08% 0.08% 995 0 0.0% Q2 2026 Aug 04, 2026
Vermillion Wealth Management, Inc. History No change 20,923 579 0.14% 0.14% 996 0 0.0% Q2 2026 Jul 15, 2026
Ahara Advisors LLC History No change 2,655 579 0.39% 0.39% 997 0 0.0% Q2 2026 Jul 22, 2026
Stockman Wealth Management, Inc. History No change 20,785 575 0.06% 0.06% 998 0 0.0% Q2 2026 Aug 11, 2026
PROTECTIVE LIFE CORP History No change 20,713 573 4.09% 4.09% 999 0 0.0% Q2 2026 Aug 14, 2026
Aspect Partners, LLC History No change 20,661 572 0.21% 0.21% 1000 0 0.0% Q2 2026 Jul 16, 2026
Crestwood Advisors Group, LLC History No change 20,606 570 0.01% 0.01% 1001 0 0.0% Q2 2026 Aug 03, 2026
Portside Wealth Group, LLC History No change 20,409 565 0.07% 0.07% 1002 0 0.0% Q2 2026 Jul 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 20,389 564 0.05% 0.05% 1003 0 0.0% Q2 2026 Jul 09, 2026
St. Louis Trust Co History No change 104,941 564 0.06% 0.06% 1004 0 0.0% Q2 2026 Jul 30, 2026
EVERETT HARRIS & CO /CA/ History No change 20,356 563 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 03, 2026
Elevated Capital Advisors, LLC History No change 20,344 563 0.15% 0.15% 1006 0 0.0% Q2 2026 Aug 03, 2026
Advisory Alpha, LLC History No change 20,272 561 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 11, 2026
Flaharty Asset Management, LLC History No change 20,390 560 0.8% 0.8% 1008 0 0.0% Q2 2026 Jul 08, 2026
Parkside Financial Bank & Trust History No change 20,152 558 0.04% 0.04% 1009 0 0.0% Q2 2026 Sep 04, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 19,972 553 0.03% 0.03% 1010 0 0.0% Q2 2026 Aug 07, 2026
John Boyer, Inc. History No change 19,988 553 0.48% 0.48% 1011 0 0.0% Q2 2026 Aug 07, 2026
Goldstein Advisors, LLC History No change 19,972 553 0.05% 0.05% 1012 0 0.0% Q2 2026 Jul 20, 2026
Robinswood Financial LLC History No change 19,956 552 0.16% 0.16% 1013 0 0.0% Q2 2026 Jul 14, 2026
WESTBOURNE INVESTMENTS, INC. History No change 19,889 550 0.22% 0.22% 1014 0 0.0% Q2 2026 Aug 11, 2026
Sound Portfolio Advisors, LLC History No change 19,870 550 0.39% 0.39% 1015 0 0.0% Q2 2026 Aug 06, 2026
3 FACTOR INDEXING, LLC History No change 19,677 545 0.46% 0.46% 1016 0 0.0% Q2 2026 Jul 08, 2026
Occidental Asset Management, LLC History No change 19,603 543 0.05% 0.05% 1017 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 19,606 543 0.02% 0.02% 1018 0 0.0% Q2 2026 Jul 17, 2026
Boston Trust Walden Corp History No change 19,583 542 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 19,588 542 0.06% 0.06% 1020 0 0.0% Q2 2026 Jul 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 19,649 539 0.11% 0.1% 1021 +2,478 14.43% Q3 2026 Oct 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 19,439 538 0.13% 0.13% 1022 0 0.0% Q2 2026 Aug 07, 2026
MeadowBrook Investment Advisors LLC History No change 19,443 538 0.43% 0.43% 1023 0 0.0% Q2 2026 Jul 20, 2026
Marshall Financial Group, LLC History No change 19,411 537 0.08% 0.08% 1024 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Management, Inc. History No change 19,400 537 0.13% 0.13% 1025 0 0.0% Q2 2026 Jul 28, 2026
Fearless Solutions, LLC dba Best Invest History No change 19,420 537 0.28% 0.28% 1026 0 0.0% Q2 2026 Jul 21, 2026
Cherry Creek Investment Advisors, Inc. History No change 19,350 535 0.21% 0.21% 1027 0 0.0% Q2 2026 Jul 30, 2026
JACOBS & CO/CA History No change 19,362 531 0.05% 0.05% 1028 0 0.0% Q3 2026 Oct 09, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 19,152 530 0.21% 0.21% 1029 0 0.0% Q2 2026 Jul 28, 2026
waypoint wealth counsel History No change 19,133 529 0.33% 0.33% 1030 0 0.0% Q2 2026 Aug 04, 2026
KLCM Advisors, Inc. History No change 19,093 528 0.04% 0.04% 1031 0 0.0% Q2 2026 Aug 06, 2026
HCR Wealth Advisors History No change 19,018 526 0.05% 0.05% 1032 0 0.0% Q2 2026 Jul 13, 2026
Tenzing Financial LLC History No change 18,836 524 0.36% 0.36% 1033 0 0.0% Q2 2026 Jul 09, 2026
Equita Financial Network, Inc. History No change 18,868 522 0.14% 0.14% 1034 0 0.0% Q2 2026 Jul 29, 2026
DDD Partners, LLC History No change 18,774 520 0.03% 0.03% 1035 0 0.0% Q2 2026 Aug 05, 2026
Twin Cities Retirement Group LLC History No change 18,719 518 0.44% 0.44% 1036 0 0.0% Q2 2026 Jul 07, 2026
PRIVATE TRUST CO NA History No change 18,636 516 0.04% 0.04% 1037 0 0.0% Q2 2026 Jul 28, 2026
Family Investment Center, Inc. History No change 18,606 515 0.09% 0.09% 1038 0 0.0% Q2 2026 Jul 23, 2026
SIMA Wealth Partners, LLC History No change 18,598 515 0.36% 0.36% 1039 0 0.0% Q2 2026 Jul 28, 2026
BIRCHBROOK, INC. History No change 18,550 513 0.24% 0.24% 1040 0 0.0% Q2 2026 Jul 08, 2026
Patriot Financial Group Insurance Agency, LLC History No change 18,516 512 0.05% 0.05% 1041 0 0.0% Q2 2026 Jul 16, 2026
Rede Wealth, LLC History No change 18,479 511 0.17% 0.17% 1042 0 0.0% Q2 2026 Aug 03, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 18,418 510 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 10, 2026
One Charles Private Wealth Services, LLC History No change 18,390 509 0.12% 0.12% 1044 0 0.0% Q2 2026 Jul 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 18,409 509 0.03% 0.03% 1045 0 0.0% Q2 2026 Aug 05, 2026
Colorado Capital Management, Inc. History No change 18,331 508 0.17% 0.17% 1046 0 0.0% Q2 2026 Jul 08, 2026
Integrity Investment Advisors, LLC History No change 18,359 508 0.22% 0.22% 1047 0 0.0% Q2 2026 Jul 21, 2026
Steelhead Wealth Management LLC History No change 18,343 508 0.2% 0.2% 1048 0 0.0% Q2 2026 Aug 13, 2026
Well Done, LLC History No change 18,260 505 0.07% 0.07% 1049 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 18,186 503 0.01% 0.01% 1050 0 0.0% Q2 2026 Aug 06, 2026
VCI Wealth Management LLC History No change 18,125 502 0.13% 0.13% 1051 0 0.0% Q2 2026 Aug 04, 2026
Citrine Capital LLC History No change 18,054 500 0.19% 0.19% 1052 0 0.0% Q2 2026 Jul 23, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 18,044 499 0.27% 0.27% 1053 0 0.0% Q2 2026 Jul 20, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 18,002 498 0.16% 0.16% 1054 0 0.0% Q2 2026 Jul 16, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 18,002 498 0.15% 0.15% 1055 0 0.0% Q2 2026 Jul 31, 2026
Stonebridge Financial Group, LLC/CA History No change 17,928 496 0.07% 0.07% 1056 0 0.0% Q2 2026 Aug 13, 2026
Galvin, Gaustad & Stein, LLC History Reduced 18,020 495 0.04% 0.04% 1057 -992 -5.22% Q3 2026 Oct 08, 2026
Morton Brown Family Wealth, LLC History No change 17,884 495 0.11% 0.11% 1058 0 0.0% Q2 2026 Jul 21, 2026
ENTREWEALTH, LLC History No change 17,609 491 0.18% 0.18% 1059 0 0.0% Q2 2026 Aug 13, 2026
SRH ADVISORS, LLC History No change 17,619 488 0.12% 0.12% 1060 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 17,563 486 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 11, 2026
Willis Johnson & Associates, Inc. History No change 17,568 486 0.03% 0.03% 1062 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 17,526 485 0.04% 0.04% 1063 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 17,459 483 0.01% 0.01% 1064 0 0.0% Q2 2026 Jul 15, 2026
GREENLEAF TRUST History No change 17,402 482 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 21, 2026
First Western Trust Bank History No change 17,324 479 0.02% 0.02% 1066 0 0.0% Q2 2026 Jul 29, 2026
Members Trust Co History No change 17,308 479 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 31, 2026
Integrated Investment Consultants, LLC History No change 17,263 478 0.09% 0.09% 1068 0 0.0% Q2 2026 Aug 17, 2026
ORBA Wealth Advisors, L.L.C. History No change 17,269 478 0.41% 0.41% 1069 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 17,244 477 0.1% 0.1% 1070 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Group, LLC History No change 17,217 476 0.03% 0.03% 1071 0 0.0% Q2 2026 Jul 27, 2026
Gutierrez Wealth Advisory, LLC History No change 17,209 476 0.28% 0.28% 1072 0 0.0% Q2 2026 Aug 03, 2026
Birchwood Financial Partners, Inc. History No change 17,202 476 0.39% 0.39% 1073 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17,325 472 0.03% 0.03% 1074 0 0.0% Q2 2026 Jul 22, 2026
HANCOCK WHITNEY CORP History No change 16,798 465 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 17,034 465 0.06% 0.06% 1076 0 0.0% Q2 2026 Jul 29, 2026
Vident Advisory, LLC History No change 16,622 460 0.0% 0.0% 1077 0 0.0% Q2 2026 Aug 12, 2026
Fragasso Financial Advisors Inc History No change 16,601 459 0.02% 0.02% 1078 0 0.0% Q2 2026 Jul 09, 2026
Peak Asset Management, LLC History No change 16,597 459 0.07% 0.07% 1079 0 0.0% Q2 2026 Aug 13, 2026
Modus Advisors, LLC History No change 16,574 459 0.11% 0.11% 1080 0 0.0% Q2 2026 Aug 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 16,729 459 0.31% 0.32% 1081 0 0.0% Q3 2026 Oct 09, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 16,431 455 0.04% 0.04% 1082 0 0.0% Q2 2026 Jul 14, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 16,416 454 0.08% 0.08% 1083 0 0.0% Q2 2026 Aug 12, 2026
Traynor Capital Management, Inc. History No change 16,408 454 0.02% 0.02% 1084 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF VERMONT History No change 16,354 453 0.02% 0.02% 1085 0 0.0% Q2 2026 Aug 07, 2026
CWC Advisors, LLC. History No change 16,337 452 0.2% 0.2% 1086 0 0.0% Q2 2026 Jul 21, 2026
ONE Advisory Partners, LLC History No change 16,292 451 0.12% 0.12% 1087 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 16,168 447 0.03% 0.03% 1088 0 0.0% Q2 2026 Jul 29, 2026
MONECO ADVISORS, LLC History No change 16,154 447 0.03% 0.03% 1089 0 0.0% Q2 2026 Aug 11, 2026
Parcion Private Wealth LLC History No change 16,108 446 0.02% 0.02% 1090 0 0.0% Q2 2026 Jul 27, 2026
SYON CAPITAL LLC History No change 16,113 446 0.02% 0.02% 1091 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 16,098 445 0.02% 0.02% 1092 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 16,091 445 0.04% 0.04% 1093 0 0.0% Q2 2026 Jul 22, 2026
American Trust History No change 16,011 443 0.03% 0.03% 1094 0 0.0% Q2 2026 Aug 14, 2026
Silver Oak Advisory Group, Inc. History No change 16,007 443 0.17% 0.17% 1095 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 15,986 442 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 13, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 15,986 442 0.07% 0.07% 1097 0 0.0% Q2 2026 Aug 13, 2026
RAINIER FAMILY WEALTH INC History No change 15,982 442 0.25% 0.25% 1098 0 0.0% Q2 2026 Jul 15, 2026
Investment Partners Asset Management, Inc. History Reduced 16,012 439 0.24% 0.25% 1099 -18 -0.11% Q3 2026 Oct 08, 2026
25 LLC History No change 15,870 439 0.12% 0.12% 1100 0 0.0% Q2 2026 Jul 28, 2026
One Wealth Map LLC History No change 16,396 438 0.2% 0.2% 1101 0 0.0% Q2 2026 Jul 30, 2026
Sachetta, LLC History No change 15,831 438 0.21% 0.21% 1102 0 0.0% Q2 2026 Jul 15, 2026
Blue Trust, Inc. History No change 15,779 437 0.0% 0.0% 1103 0 0.0% Q2 2026 Jul 21, 2026
Canopy Partners, LLC History No change 15,795 437 0.13% 0.13% 1104 0 0.0% Q2 2026 Jul 22, 2026
PFG Investments, LLC History No change 15,764 436 0.02% 0.02% 1105 0 0.0% Q2 2026 Jul 23, 2026
DRAVO BAY LLC History No change 15,717 435 0.15% 0.15% 1106 0 0.0% Q2 2026 Aug 11, 2026
GuidedMoney, LLC History No change 15,704 435 0.2% 0.2% 1107 0 0.0% Q2 2026 Jul 28, 2026
Aviance Capital Partners, LLC History No change 15,674 434 0.05% 0.05% 1108 0 0.0% Q2 2026 Jul 30, 2026
Joseph P. Lucia & Associates, LLC History No change 15,654 433 0.13% 0.13% 1109 0 0.0% Q2 2026 Aug 07, 2026
Evolution Advisers, Inc. History No change 15,645 433 0.16% 0.16% 1110 0 0.0% Q2 2026 Jul 31, 2026
Haven Private, LLC History No change 15,616 432 0.16% 0.16% 1111 0 0.0% Q2 2026 Jul 28, 2026
Fidelis Wealth Advisors LLC History No change 15,565 431 0.65% 0.65% 1112 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 15,471 428 0.06% 0.06% 1113 0 0.0% Q2 2026 Jul 20, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 15,445 427 0.07% 0.07% 1114 0 0.0% Q2 2026 Aug 10, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 15,411 426 0.15% 0.15% 1115 0 0.0% Q2 2026 Aug 07, 2026
Indie Asset Partners, LLC History No change 15,392 426 0.41% 0.41% 1116 0 0.0% Q2 2026 Aug 07, 2026
Manske Wealth Management History No change 15,345 425 0.11% 0.11% 1117 0 0.0% Q2 2026 Aug 03, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 15,322 424 0.26% 0.26% 1118 0 0.0% Q2 2026 Jul 28, 2026
Cottage Street Advisors LLC History No change 15,295 423 0.16% 0.16% 1119 0 0.0% Q2 2026 Jul 20, 2026
Hurlow Wealth Management Group, Inc. History No change 15,220 421 0.09% 0.09% 1120 0 0.0% Q2 2026 Aug 05, 2026
First Pacific Financial History No change 15,213 421 0.05% 0.05% 1121 0 0.0% Q2 2026 Jul 20, 2026
First Growth Capital LLC History No change 15,196 420 0.32% 0.32% 1122 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 15,131 419 0.05% 0.05% 1123 0 0.0% Q2 2026 Jul 27, 2026
Stembrook Asset Management, LLC History No change 15,127 419 0.36% 0.36% 1124 0 0.0% Q2 2026 Aug 12, 2026
PCM Encore, LLC History No change 15,119 418 0.07% 0.07% 1125 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 15,067 417 0.15% 0.15% 1126 0 0.0% Q2 2026 Jul 30, 2026
Turtle Creek Wealth Advisors, LLC History No change 15,056 417 0.02% 0.02% 1127 0 0.0% Q2 2026 Jul 27, 2026
Mirador Capital Partners LP History Added to 15,055 413 0.05% 0.05% 1128 +53 0.35% Q3 2026 Oct 09, 2026
Requisite Capital Management, LLC History No change 14,931 413 0.07% 0.07% 1129 0 0.0% Q2 2026 Aug 07, 2026
Lutz Financial Services LLC History No change 14,938 413 0.03% 0.03% 1130 0 0.0% Q2 2026 Aug 05, 2026
Resonant Capital Advisors, LLC History No change 14,922 413 0.02% 0.02% 1131 0 0.0% Q2 2026 Jul 24, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 14,920 413 0.14% 0.14% 1132 0 0.0% Q2 2026 Aug 13, 2026
Cassilly Financial Group LLC History No change 14,938 410 0.28% 0.3% 1133 0 0.0% Q3 2026 Oct 07, 2026
CULLEN/FROST BANKERS, INC. History No change 14,716 407 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 27, 2026
Peregrine Asset Advisers, Inc. History No change 14,710 407 0.09% 0.09% 1135 0 0.0% Q2 2026 Aug 10, 2026
J. Derek Lewis & Associates Inc. History No change 14,698 407 0.08% 0.08% 1136 0 0.0% Q2 2026 Jul 31, 2026
HARTLINE INVESTMENT CORP/ History No change 14,544 402 0.04% 0.04% 1137 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 14,516 402 0.01% 0.01% 1138 0 0.0% Q2 2026 Jul 15, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 14,505 401 0.0% 0.0% 1139 0 0.0% Q2 2026 Sep 23, 2026
Oak Wealth Advisors LLC History No change 14,502 401 0.19% 0.19% 1140 0 0.0% Q2 2026 Jul 22, 2026
Twelve Points Wealth Management LLC History No change 14,445 400 0.08% 0.08% 1141 0 0.0% Q2 2026 Aug 07, 2026
Western Reserve Capital Management, LLC History No change 14,447 400 0.3% 0.3% 1142 0 0.0% Q2 2026 Jul 21, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 14,409 399 0.01% 0.01% 1143 0 0.0% Q2 2026 Aug 04, 2026
SAGE RHINO CAPITAL LLC History No change 14,412 399 0.06% 0.06% 1144 0 0.0% Q2 2026 Aug 03, 2026
Disciplined Investors, L.L.C. History No change 14,418 399 0.2% 0.2% 1145 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 14,386 398 0.01% 0.01% 1146 0 0.0% Q2 2026 Jul 09, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 14,384 398 0.3% 0.3% 1147 0 0.0% Q2 2026 Jul 21, 2026
NewSquare Capital LLC History No change 14,234 394 0.03% 0.03% 1148 0 0.0% Q2 2026 Jul 28, 2026
OMNI 360 Wealth, Inc. History No change 14,249 394 0.18% 0.18% 1149 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Money Management Services LLC History No change 14,194 393 0.25% 0.25% 1150 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 14,175 392 0.05% 0.05% 1151 0 0.0% Q2 2026 Jul 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 14,132 391 0.02% 0.02% 1152 0 0.0% Q2 2026 Jul 21, 2026
Smith Salley Wealth Management History No change 14,134 391 0.02% 0.02% 1153 0 0.0% Q2 2026 Jul 23, 2026
FIRST FOUNDATION ADVISORS History No change 14,080 390 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 14, 2026
URS Advisory LLC History No change 14,113 390 0.22% 0.22% 1155 0 0.0% Q2 2026 Jul 27, 2026
BetterWealth, LLC History No change 14,078 389 0.07% 0.07% 1156 0 0.0% Q2 2026 Jul 21, 2026
CJM Wealth Advisers, Ltd. History No change 14,037 388 0.1% 0.1% 1157 0 0.0% Q2 2026 Jul 17, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 13,996 387 0.08% 0.08% 1158 0 0.0% Q2 2026 Jul 17, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 13,982 387 0.07% 0.07% 1159 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 14,005 387 0.03% 0.03% 1160 0 0.0% Q2 2026 Aug 05, 2026
Stokes Family Office, LLC History No change 13,904 385 0.04% 0.04% 1161 0 0.0% Q2 2026 Aug 11, 2026
Worth Asset Management, LLC History No change 14,039 385 0.11% 0.12% 1162 0 0.0% Q3 2026 Oct 07, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 13,861 383 0.18% 0.18% 1163 0 0.0% Q2 2026 Aug 13, 2026
BALANCED WEALTH GROUP LLC History No change 13,778 381 0.12% 0.12% 1164 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 13,733 380 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 13, 2026
LJI Wealth Management, LLC History No change 13,748 380 0.05% 0.05% 1166 0 0.0% Q2 2026 Jul 31, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 13,800 379 0.02% 0.02% 1167 0 0.0% Q3 2026 Oct 09, 2026
Stratos Investment Management, LLC History No change 13,705 379 0.01% 0.01% 1168 0 0.0% Q2 2026 Aug 11, 2026
Financial Concepts Unlimited, Inc. History No change 13,560 375 0.29% 0.29% 1169 0 0.0% Q2 2026 Aug 06, 2026
Fairway Wealth LLC History No change 13,519 374 0.09% 0.09% 1170 0 0.0% Q2 2026 Jul 24, 2026
Medallion Wealth Advisors, LLC History No change 13,507 374 0.12% 0.12% 1171 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 13,478 373 0.06% 0.06% 1172 0 0.0% Q2 2026 Jul 13, 2026
Mengis Capital Management, Inc. History No change 13,429 372 0.06% 0.06% 1173 0 0.0% Q2 2026 Jul 28, 2026
Farnam Financial LLC History No change 13,430 372 0.27% 0.27% 1174 0 0.0% Q2 2026 Jul 22, 2026
Jacobi Capital Management LLC History No change 13,416 371 0.02% 0.02% 1175 0 0.0% Q2 2026 Jul 31, 2026
Accretive Wealth Partners, LLC History No change 13,398 371 0.09% 0.09% 1176 0 0.0% Q2 2026 Jul 29, 2026
Shearwater Capital LLC History No change 13,328 369 0.18% 0.18% 1177 0 0.0% Q2 2026 Jul 08, 2026
Directional Asset Management History No change 13,284 367 0.31% 0.31% 1178 0 0.0% Q2 2026 Jul 24, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 13,239 366 0.26% 0.26% 1179 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 13,110 363 0.03% 0.03% 1180 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 13,107 363 0.03% 0.03% 1181 0 0.0% Q2 2026 Aug 10, 2026
IRON Financial LLC History No change 13,086 362 0.15% 0.15% 1182 0 0.0% Q2 2026 Jul 22, 2026
RETIREMITTEN FINANCIAL LLC History No change 13,101 362 0.15% 0.15% 1183 0 0.0% Q2 2026 Aug 10, 2026
Aspen Capital Management, LLC History No change 13,039 361 0.08% 0.08% 1184 0 0.0% Q2 2026 Aug 04, 2026
Astoria Portfolio Advisors LLC. History No change 12,998 360 0.06% 0.06% 1185 0 0.0% Q2 2026 Jul 28, 2026
Trust Point Inc. History No change 12,961 359 0.03% 0.03% 1186 0 0.0% Q2 2026 Jul 08, 2026
WealthCollab, LLC History No change 12,854 356 0.13% 0.13% 1187 0 0.0% Q2 2026 Aug 10, 2026
SPWM Advisors LLC History No change 13,185 356 0.33% 0.33% 1188 0 0.0% Q2 2026 Jul 24, 2026
Bigelow Investment Advisors, LLC History No change 12,744 353 0.13% 0.13% 1189 0 0.0% Q2 2026 Jul 30, 2026
Wealth Preservation Advisors, LLC History No change 12,765 353 0.2% 0.2% 1190 0 0.0% Q2 2026 Aug 14, 2026
Consilium Wealth Advisory, LLC History No change 12,718 352 0.1% 0.1% 1191 0 0.0% Q2 2026 Aug 10, 2026
Joule Financial, LLC History No change 12,724 352 0.1% 0.1% 1192 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 12,682 351 0.06% 0.06% 1193 0 0.0% Q2 2026 Jul 24, 2026
Florida Trust Wealth Management Co History No change 12,659 350 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 27, 2026
Vernal Point Advisors, LLC History No change 12,639 350 0.12% 0.12% 1195 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 12,654 347 0.04% 0.04% 1197 -265 -2.05% Q3 2026 Oct 07, 2026
BXM Wealth LLC History No change 12,541 347 0.19% 0.19% 1196 0 0.0% Q2 2026 Jul 24, 2026
OpenArc Corporate Advisory, LLC History No change 12,542 347 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 05, 2026
Addison Advisors LLC History No change 12,491 346 0.16% 0.16% 1199 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 12,452 344 0.02% 0.02% 1200 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 12,395 343 0.02% 0.02% 1201 0 0.0% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 12,397 343 0.08% 0.08% 1202 0 0.0% Q2 2026 Aug 13, 2026
Ignite Planners, LLC History No change 12,313 341 0.05% 0.05% 1203 0 0.0% Q2 2026 Jul 23, 2026
Northstar Group, Inc. History No change 12,068 334 0.04% 0.04% 1204 0 0.0% Q2 2026 Aug 03, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 12,086 334 0.06% 0.06% 1205 0 0.0% Q2 2026 Aug 13, 2026
JB Capital LLC History No change 12,066 334 0.01% 0.01% 1206 0 0.0% Q2 2026 Jul 29, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 11,989 332 0.02% 0.02% 1207 0 0.0% Q2 2026 Jul 13, 2026
Essex Bank History No change 12,004 332 0.07% 0.07% 1208 0 0.0% Q2 2026 Jul 23, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 12,021 332 0.14% 0.14% 1209 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 11,961 331 0.08% 0.08% 1210 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 11,944 330 0.02% 0.02% 1211 0 0.0% Q2 2026 Aug 10, 2026
BOS Asset Management, LLC History No change 11,980 329 0.08% 0.08% 1212 0 0.0% Q3 2026 Oct 09, 2026
Asset Advisory Group, Inc. History No change 11,899 329 0.14% 0.14% 1213 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC History Added to 11,970 328 0.02% 0.02% 1215 +106 0.89% Q3 2026 Oct 01, 2026
IronBridge Private Wealth, LLC History No change 11,870 328 0.11% 0.11% 1214 0 0.0% Q2 2026 Aug 13, 2026
Kilner Capital Advisors, LLC History No change 11,781 328 0.28% 0.28% 1216 0 0.0% Q2 2026 Jul 13, 2026
Capstone Financial Advisors, Inc. History No change 11,838 327 0.02% 0.02% 1217 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 11,838 327 0.05% 0.05% 1218 0 0.0% Q2 2026 Aug 05, 2026
Odyssey Capital Advisors, Inc. History No change 11,810 327 0.23% 0.23% 1219 0 0.0% Q2 2026 Jul 31, 2026
Stillwater Private Wealth, LLC History No change 11,512 327 0.21% 0.21% 1220 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 11,801 326 0.01% 0.01% 1221 0 0.0% Q2 2026 Jul 17, 2026
ARK & TLK INVESTMENTS, LLC History No change 11,662 323 0.08% 0.08% 1222 0 0.0% Q2 2026 Jul 20, 2026
Human Investing LLC History No change 11,594 321 0.04% 0.04% 1223 0 0.0% Q2 2026 Jul 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 11,616 321 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 03, 2026
Index Fund Advisors, Inc. History No change 11,557 320 0.01% 0.01% 1225 0 0.0% Q2 2026 Aug 12, 2026
Sequent Planning LLC History No change 11,560 320 0.07% 0.07% 1226 0 0.0% Q2 2026 Aug 14, 2026
Burton Enright Welch History No change 11,504 318 0.04% 0.04% 1227 0 0.0% Q2 2026 Jul 17, 2026
CX Institutional History Added to 11,538 317 0.01% 0.01% 1228 +101 0.88% Q3 2026 Oct 02, 2026
Scott Capital Advisors, LLC History No change 11,465 317 0.05% 0.05% 1229 0 0.0% Q2 2026 Jul 10, 2026
STEPHENS INC /AR/ History No change 11,428 316 0.0% 0.0% 1230 0 0.0% Q2 2026 Jul 29, 2026
Heck Capital Advisors, LLC History No change 11,429 316 0.02% 0.02% 1231 0 0.0% Q2 2026 Jul 10, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 11,339 314 0.08% 0.08% 1232 0 0.0% Q2 2026 Jul 09, 2026
NerdWallet Wealth Partners, LLC History No change 11,282 312 0.11% 0.11% 1233 0 0.0% Q2 2026 Jul 07, 2026
Tribridge Partners Financial LLC History No change 11,519 312 0.12% 0.12% 1234 0 0.0% Q2 2026 Aug 04, 2026
Quotient Wealth Partners, LLC History No change 11,243 311 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 03, 2026
Columbia Asset Management History No change 11,203 310 0.05% 0.05% 1236 0 0.0% Q2 2026 Jul 21, 2026
J. L. Bainbridge & Co., Inc. History No change 11,191 310 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 22, 2026
Global Wealth Strategies & Associates History Reduced 11,264 309 0.06% 0.06% 1239 -493 -4.19% Q3 2026 Oct 01, 2026
Falcon Wealth Planning History No change 11,174 309 0.02% 0.02% 1238 0 0.0% Q2 2026 Jul 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 11,109 307 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 11,097 307 0.08% 0.08% 1241 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 11,046 305 0.02% 0.02% 1242 0 0.0% Q2 2026 Jul 31, 2026
Waterfront Wealth Inc. History No change 11,104 305 0.05% 0.05% 1243 0 0.0% Q2 2026 Jul 30, 2026
LFG Wealth Partners, LLC History No change 11,025 305 0.14% 0.14% 1244 0 0.0% Q2 2026 Aug 04, 2026
CURIO WEALTH, LLC History No change 11,026 305 0.09% 0.09% 1245 0 0.0% Q2 2026 Aug 07, 2026
Everest Private Wealth History No change 11,008 304 0.11% 0.11% 1246 0 0.0% Q2 2026 Aug 07, 2026
Calamos Advisors LLC History No change 10,968 303 0.0% 0.0% 1247 0 0.0% Q2 2026 Jul 31, 2026
Laurel Wealth Advisors LLC History No change 10,948 303 0.03% 0.03% 1248 0 0.0% Q2 2026 Jul 17, 2026
Gladstone Institutional Advisory LLC History No change 10,973 303 0.01% 0.01% 1249 0 0.0% Q2 2026 Jul 27, 2026
FCA CORP /TX History No change 10,918 302 0.07% 0.07% 1250 0 0.0% Q2 2026 Aug 11, 2026
Calamos Wealth Management LLC History No change 10,919 302 0.01% 0.01% 1251 0 0.0% Q2 2026 Jul 31, 2026
White Lighthouse Investment Management Inc. History No change 10,933 302 0.04% 0.04% 1252 0 0.0% Q2 2026 Aug 04, 2026
RBA Wealth Management, LLC History No change 10,929 302 0.11% 0.11% 1253 0 0.0% Q2 2026 Jul 23, 2026
BARLOW WEALTH PARTNERS, LLC History No change 11,066 301 0.03% 0.03% 1254 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Financial Partners, Inc. History No change 10,899 301 0.0% 0.0% 1255 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History No change 10,861 300 0.02% 0.02% 1256 0 0.0% Q2 2026 Jul 16, 2026
ATLas Financial Planning LLC History No change 10,855 300 0.24% 0.24% 1257 0 0.0% Q2 2026 Jul 22, 2026
LWM ADVISORS INC History New 10,908 299 0.23% — 1259 +10,908 New Q3 2026 Oct 08, 2026
Marathon Strategic Advisors, LLC History No change 10,812 299 0.17% 0.17% 1258 0 0.0% Q2 2026 Jul 16, 2026
Radnor Capital Management, LLC History No change 10,768 298 0.04% 0.04% 1260 0 0.0% Q2 2026 Jul 16, 2026
Moss Adams Wealth Advisors LLC History No change 10,749 297 0.02% 0.02% 1261 0 0.0% Q2 2026 Jul 27, 2026
Northwest Quadrant Wealth Management, LLC History No change 10,721 296 0.05% 0.05% 1262 0 0.0% Q2 2026 Aug 13, 2026
Landing Point Financial Group, LLC History No change 10,655 295 0.1% 0.1% 1263 0 0.0% Q2 2026 Aug 06, 2026
Clarity Wealth Advisors, LLC History No change 10,635 294 0.05% 0.05% 1264 0 0.0% Q2 2026 Jul 24, 2026
Summit Investment Advisory Services, LLC History No change 10,643 294 0.07% 0.07% 1265 0 0.0% Q2 2026 Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 10,602 293 0.09% 0.09% 1266 0 0.0% Q2 2026 Jul 29, 2026
Old Port Advisors History No change 10,590 293 0.06% 0.06% 1267 0 0.0% Q2 2026 Jul 21, 2026
Annex Advisory Services, LLC History No change 10,512 291 0.0% 0.0% 1268 0 0.0% Q2 2026 Jul 10, 2026
Vantus Wealth LLC History No change 10,498 290 0.16% 0.16% 1269 0 0.0% Q2 2026 Aug 07, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 10,451 289 0.05% 0.05% 1270 0 0.0% Q2 2026 Aug 10, 2026
TritonPoint Partners, LLC History No change 10,444 289 0.02% 0.02% 1271 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 10,431 288 0.01% 0.01% 1272 0 0.0% Q2 2026 Jul 15, 2026
Security National Bank History No change 10,399 288 0.03% 0.03% 1273 0 0.0% Q2 2026 Jul 15, 2026
TRITONPOINT WEALTH, LLC History No change 10,392 287 0.03% 0.03% 1274 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 10,337 286 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 05, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 10,426 286 0.25% 0.25% 1276 0 0.0% Q2 2026 Jul 16, 2026
Madison Park Capital Advisors, LLC History No change 10,319 285 0.2% 0.2% 1277 0 0.0% Q2 2026 Jul 07, 2026
William Mack & Associates, Inc. History No change 10,311 285 0.1% 0.1% 1278 0 0.0% Q2 2026 Jul 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,284 284 0.03% 0.03% 1279 0 0.0% Q2 2026 Jul 09, 2026
Grandview Asset Management LLC History No change 10,220 283 0.07% 0.07% 1280 0 0.0% Q2 2026 Jul 24, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 10,151 281 0.01% 0.01% 1281 0 0.0% Q2 2026 Aug 20, 2026
Bellwether Advisors, LLC History No change 10,150 281 0.04% 0.04% 1282 0 0.0% Q2 2026 Aug 13, 2026
Hippocratic Financial Advisors, LLC History No change 10,130 280 0.11% 0.11% 1283 0 0.0% Q2 2026 Aug 03, 2026
Bernardo Wealth Planning LLC History No change 10,099 279 0.05% 0.05% 1284 0 0.0% Q2 2026 Jul 27, 2026
Strategic Equity Management History No change 10,094 279 0.09% 0.09% 1285 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 10,063 278 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Point Investment Advisors, LLC History No change 10,072 278 0.04% 0.04% 1287 0 0.0% Q2 2026 Jul 28, 2026
Sharp Wealth Advisory, LLC History No change 10,055 278 0.13% 0.13% 1288 0 0.0% Q2 2026 Jul 24, 2026
Integrity Financial Corp /WA History No change 10,044 278 0.13% 0.13% 1289 0 0.0% Q2 2026 Jul 31, 2026
CAPITAL CITY TRUST CO/FL History No change 10,005 277 0.06% 0.06% 1290 0 0.0% Q2 2026 Aug 04, 2026
Ironsides Asset Advisors, LLC History No change 10,000 277 0.06% 0.06% 1291 0 0.0% Q2 2026 Aug 12, 2026
SLT Holdings LLC History No change 10,000 277 0.17% 0.17% 1292 0 0.0% Q2 2026 Jul 17, 2026
BRADY FAMILY WEALTH, LLC History No change 9,965 276 0.08% 0.08% 1293 0 0.0% Q2 2026 Jul 13, 2026
Morton Capital Management LLC/CA History No change 9,943 275 0.04% 0.04% 1294 0 0.0% Q2 2026 Jul 23, 2026
Robinhood Asset Management, LLC History No change 9,886 273 0.01% 0.01% 1295 0 0.0% Q2 2026 Aug 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 9,827 272 0.03% 0.03% 1296 0 0.0% Q2 2026 Jul 27, 2026
Canvas Wealth Advisors, LLC History No change 9,812 271 0.04% 0.04% 1297 0 0.0% Q2 2026 Jul 10, 2026
MANCHESTER FINANCIAL INC History No change 9,757 270 0.05% 0.05% 1298 0 0.0% Q2 2026 Jul 17, 2026
Cypress Wealth Services, LLC History No change 9,777 270 0.03% 0.03% 1299 0 0.0% Q2 2026 Jul 10, 2026
Ethos Financial Group, LLC History No change 9,773 270 0.02% 0.02% 1300 0 0.0% Q2 2026 Aug 07, 2026
Busey Bank History No change 9,714 269 0.01% 0.01% 1301 0 0.0% Q2 2026 Aug 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 9,716 269 0.04% 0.04% 1302 0 0.0% Q2 2026 Jul 20, 2026
Concentrum Wealth Management History No change 9,706 268 0.06% 0.06% 1303 0 0.0% Q2 2026 Aug 06, 2026
Austin Asset Management Co Inc History No change 9,699 268 0.04% 0.04% 1304 0 0.0% Q2 2026 Jul 31, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 9,708 268 0.08% 0.08% 1305 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 9,620 266 0.0% 0.0% 1306 0 0.0% Q2 2026 Aug 04, 2026
Main Street Research LLC History No change 9,606 266 0.01% 0.01% 1307 0 0.0% Q2 2026 Jul 29, 2026
Forza Wealth Management, LLC History No change 9,634 266 0.08% 0.08% 1308 0 0.0% Q2 2026 Jul 17, 2026
Magnus Financial Group LLC History No change 9,591 265 0.02% 0.02% 1309 0 0.0% Q2 2026 Jul 09, 2026
NWK Group, Inc. History No change 9,590 265 0.08% 0.08% 1310 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 9,575 265 0.05% 0.05% 1311 0 0.0% Q2 2026 Aug 05, 2026
Impact Partnership Wealth, LLC History No change 9,596 265 0.03% 0.03% 1312 0 0.0% Q2 2026 Jul 29, 2026
Cannon Financial Strategists, Inc. History No change 9,567 265 0.03% 0.03% 1313 0 0.0% Q2 2026 Aug 07, 2026
Caerus Investment Advisors, LLC History No change 9,558 264 0.09% 0.09% 1314 0 0.0% Q2 2026 Aug 14, 2026
Sprinkle Financial Consultants LLC History No change 9,616 264 0.1% 0.1% 1315 0 0.0% Q3 2026 Oct 09, 2026
Brookwood Investment Group LLC History No change 9,559 264 0.03% 0.03% 1316 0 0.0% Q2 2026 Jul 23, 2026
Northern Lights Advisors, Inc. History No change 9,551 264 0.14% 0.14% 1317 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 9,494 262 0.01% 0.01% 1318 0 0.0% Q2 2026 Aug 06, 2026
Clark Capital Management Group, Inc. History No change 9,477 262 0.0% 0.0% 1319 0 0.0% Q2 2026 Aug 11, 2026
FIRST INTERSTATE BANK History No change 9,446 261 0.01% 0.01% 1320 0 0.0% Q2 2026 Jul 24, 2026
Strategic Advocates LLC History No change 9,412 260 1.01% 1.01% 1321 0 0.0% Q2 2026 Aug 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 9,378 259 0.09% 0.09% 1322 0 0.0% Q2 2026 Jul 23, 2026
DAHRING | CUSMANO LLC History No change 9,351 259 0.14% 0.14% 1323 0 0.0% Q2 2026 Jul 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 9,326 258 0.01% 0.01% 1324 0 0.0% Q2 2026 Aug 13, 2026
Lakeridge Wealth Management LLC History No change 9,289 257 0.09% 0.09% 1325 0 0.0% Q2 2026 Jul 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 9,257 256 0.35% 0.35% 1326 0 0.0% Q2 2026 Aug 05, 2026
Morling Financial Advisors, LLC History No change 9,239 255 0.07% 0.07% 1327 0 0.0% Q2 2026 Aug 06, 2026
Stephenson & Company, Inc. History No change 9,207 255 0.12% 0.12% 1328 0 0.0% Q2 2026 Jul 28, 2026
Foundation Wealth Management, LLC\PA History No change 9,235 255 0.08% 0.08% 1329 0 0.0% Q2 2026 Jul 21, 2026
Relyea Zuckerberg Hanson LLC History No change 9,177 254 0.02% 0.02% 1330 0 0.0% Q2 2026 Jul 16, 2026
Rockwood Wealth Management, LLC History No change 9,193 254 0.02% 0.02% 1331 0 0.0% Q2 2026 Jul 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 9,194 254 0.08% 0.08% 1332 0 0.0% Q2 2026 Jul 22, 2026
Ironwood Investment Counsel, LLC History No change 9,135 253 0.03% 0.03% 1333 0 0.0% Q2 2026 Aug 05, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 9,111 252 0.02% 0.02% 1334 0 0.0% Q2 2026 Jul 20, 2026
HBW ADVISORY SERVICES LLC History No change 9,123 252 0.02% 0.02% 1335 0 0.0% Q2 2026 Jul 16, 2026
Briggs Wealth Management, Inc History No change 9,115 252 0.23% 0.23% 1336 0 0.0% Q2 2026 Aug 06, 2026
Linscomb Wealth, Inc. History No change 9,005 249 0.01% 0.01% 1337 0 0.0% Q2 2026 Jul 31, 2026
Argos Wealth Advisors, LLC History No change 8,990 249 0.07% 0.07% 1338 0 0.0% Q2 2026 Aug 13, 2026
Hexagon Capital Partners LLC History No change 9,002 249 0.03% 0.03% 1339 0 0.0% Q2 2026 Aug 06, 2026
Woodside Wealth Management LLC History No change 9,010 249 0.17% 0.17% 1340 0 0.0% Q2 2026 Jul 24, 2026
PATTEN & PATTEN INC/TN History No change 8,959 248 0.01% 0.01% 1341 0 0.0% Q2 2026 Aug 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 9,034 248 0.05% 0.05% 1342 0 0.0% Q3 2026 Oct 05, 2026
Arta Finance Wealth Management LLC History No change 8,964 248 0.11% 0.11% 1343 0 0.0% Q2 2026 Aug 13, 2026
Peterson Wealth Advisors, LLC History Added to 9,010 247 0.03% 0.03% 1345 +50 0.56% Q3 2026 Oct 08, 2026
Essex Financial Services, Inc. History No change 8,952 247 0.01% 0.01% 1344 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 8,900 246 0.0% 0.0% 1346 0 0.0% Q2 2026 Sep 02, 2026
TrustWell Financial Advisors, LLC History No change 8,913 246 0.21% 0.21% 1347 0 0.0% Q2 2026 Jul 22, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 8,879 245 0.09% 0.09% 1348 0 0.0% Q2 2026 Jul 30, 2026
Werba Rubin Papier Wealth Management History No change 8,877 245 0.03% 0.03% 1349 0 0.0% Q2 2026 Jul 27, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 8,818 244 0.01% 0.01% 1350 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 8,747 242 0.0% 0.0% 1351 0 0.0% Q2 2026 Aug 13, 2026
Empirical Asset Management, LLC History No change 8,744 242 0.05% 0.05% 1352 0 0.0% Q2 2026 Aug 10, 2026
GDS Wealth Management History No change 8,748 242 0.01% 0.01% 1353 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Services, Inc. History No change 8,722 241 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 24, 2026
Interchange Capital Partners, LLC History No change 8,720 241 0.05% 0.05% 1355 0 0.0% Q2 2026 Jul 20, 2026
Fortune Financial Group, Inc. History No change 8,707 241 0.19% 0.19% 1356 0 0.0% Q2 2026 Jul 24, 2026
Delos Wealth Advisors, LLC History No change 8,691 240 0.12% 0.12% 1357 0 0.0% Q2 2026 Aug 14, 2026
Parkshore Wealth Management, Inc. History No change 8,695 240 0.07% 0.07% 1358 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 8,636 239 0.0% 0.0% 1359 0 0.0% Q2 2026 Aug 11, 2026
STAGE HARBOR FINANCIAL, LLC History No change 8,593 238 0.14% 0.14% 1360 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 8,558 237 0.03% 0.03% 1361 0 0.0% Q2 2026 Jul 23, 2026
Clear Point Advisors Inc. History No change 8,562 237 0.21% 0.21% 1362 0 0.0% Q2 2026 Jul 28, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 8,575 237 0.07% 0.07% 1363 0 0.0% Q2 2026 Aug 12, 2026
MOKAN Wealth Management Inc. History No change 8,572 237 0.09% 0.09% 1364 0 0.0% Q2 2026 Jul 27, 2026
KWMG, LLC History Reduced 8,617 236 0.02% 0.02% 1365 -212 -2.4% Q3 2026 Oct 07, 2026
Next Capital Management LLC History No change 8,535 236 0.06% 0.06% 1366 0 0.0% Q2 2026 Aug 03, 2026
WADDELL & ASSOCIATES, LLC History No change 8,545 236 0.01% 0.01% 1367 0 0.0% Q2 2026 Jul 15, 2026
GatePass Capital, LLC History No change 8,553 236 0.09% 0.09% 1368 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 8,542 235 0.03% 0.03% 1369 0 0.0% Q3 2026 Oct 08, 2026
Cadence Wealth Management LLC History No change 8,484 235 0.11% 0.11% 1370 0 0.0% Q2 2026 Aug 12, 2026
Crumly & Associates Inc. History No change 8,526 234 0.04% 0.05% 1371 0 0.0% Q3 2026 Oct 07, 2026
ARQ WEALTH ADVISORS, LLC History No change 8,558 234 0.03% 0.03% 1372 0 0.0% Q2 2026 Jul 24, 2026
Intrua Financial, LLC History No change 8,458 234 0.02% 0.02% 1373 0 0.0% Q2 2026 Jul 24, 2026
Urban Financial Advisory Corp History No change 8,482 234 0.06% 0.06% 1374 0 0.0% Q2 2026 Aug 06, 2026
Ares Financial Consulting, LLC History No change 8,467 234 0.17% 0.17% 1375 0 0.0% Q2 2026 Jul 09, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 8,459 234 0.2% 0.2% 1376 0 0.0% Q2 2026 Jul 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,419 233 0.04% 0.04% 1377 0 0.0% Q2 2026 Aug 06, 2026
Squire Investment Management Company, LLC History No change 8,416 233 0.06% 0.06% 1378 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 8,402 232 0.03% 0.03% 1379 0 0.0% Q2 2026 Jul 15, 2026
FORTEM FINANCIAL GROUP, LLC History No change 8,409 232 0.05% 0.05% 1380 0 0.0% Q2 2026 Jul 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8,341 231 0.04% 0.04% 1381 0 0.0% Q2 2026 Jul 14, 2026
Tyche Wealth Partners LLC History No change 8,340 231 0.03% 0.03% 1382 0 0.0% Q2 2026 Aug 06, 2026
Traveka Wealth, LLC History No change 8,340 231 0.08% 0.08% 1383 0 0.0% Q2 2026 Jul 21, 2026
Xena Financial Planning, LLC History No change 8,368 231 0.22% 0.22% 1384 0 0.0% Q2 2026 Jul 21, 2026
Rock Point Advisors, LLC History No change 8,325 230 0.06% 0.06% 1385 0 0.0% Q2 2026 Aug 06, 2026
BostonPremier Wealth LLC History No change 8,319 230 0.1% 0.1% 1386 0 0.0% Q2 2026 Jul 24, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 8,338 229 0.06% 0.05% 1387 +333 4.16% Q3 2026 Oct 09, 2026
Financial Symmetry Inc History Added to 8,292 227 0.07% 0.08% 1389 +4 0.05% Q3 2026 Oct 06, 2026
Constant Guidance Financial LLC History No change 8,203 227 0.14% 0.14% 1388 0 0.0% Q2 2026 Aug 12, 2026
Capstone Wealth Management Group, Inc. History No change 8,202 227 0.14% 0.14% 1390 0 0.0% Q2 2026 Jul 27, 2026
Garden State Investment Advisory Services LLC History No change 8,192 226 0.04% 0.04% 1391 0 0.0% Q2 2026 Aug 11, 2026
HMV Wealth Advisors, LLC History No change 8,160 226 0.09% 0.09% 1392 0 0.0% Q2 2026 Jul 13, 2026
Global Assets Advisory, LLC History No change 8,260 225 0.05% 0.05% 1393 0 0.0% Q2 2026 Jul 27, 2026
Granite Bay Wealth Management, LLC History No change 8,089 224 0.02% 0.02% 1394 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 8,104 224 0.07% 0.07% 1395 0 0.0% Q2 2026 Jul 23, 2026
Landmark Wealth Management, LLC History No change 8,072 223 0.05% 0.05% 1396 0 0.0% Q2 2026 Aug 10, 2026
Maltin Wealth Management, Inc. History No change 8,058 223 0.07% 0.07% 1397 0 0.0% Q2 2026 Jul 22, 2026
AlTi Global, Inc. History No change 8,066 223 0.0% 0.0% 1398 0 0.0% Q2 2026 Aug 05, 2026
AIMZ Investment Advisors, LLC History No change 8,030 222 0.06% 0.06% 1399 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 8,041 222 0.01% 0.01% 1400 0 0.0% Q2 2026 Aug 11, 2026
GW HENSSLER & ASSOCIATES LTD History No change 7,994 221 0.01% 0.01% 1401 0 0.0% Q2 2026 Jul 28, 2026
MKD WEALTH COACHES, LLC History Added to 8,016 220 0.18% 0.19% 1403 +157 2.0% Q3 2026 Oct 08, 2026
BURKE & HERBERT BANK & TRUST CO History No change 7,970 220 0.05% 0.05% 1402 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 7,945 220 0.01% 0.01% 1404 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 7,915 219 0.01% 0.01% 1405 0 0.0% Q2 2026 Jul 28, 2026
Lavaca Capital LLC History No change 7,911 219 0.02% 0.02% 1406 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 7,923 219 0.05% 0.05% 1407 0 0.0% Q2 2026 Aug 10, 2026
Keenan, LLC History No change 7,910 219 0.15% 0.15% 1408 0 0.0% Q2 2026 Aug 07, 2026
WealthBridge Capital Management, LLC History No change 7,906 218 0.04% 0.04% 1409 0 0.0% Q2 2026 Jul 24, 2026
Drake & Associates, LLC History No change 7,872 218 0.04% 0.04% 1410 0 0.0% Q2 2026 Aug 10, 2026
Clayton Financial Group LLC History No change 7,854 217 0.12% 0.12% 1411 0 0.0% Q2 2026 Jul 20, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 7,842 217 0.06% 0.06% 1412 0 0.0% Q2 2026 Jul 23, 2026
COMMONS CAPITAL, LLC History No change 7,806 216 0.15% 0.15% 1413 0 0.0% Q2 2026 Jul 30, 2026
TD Capital Management LLC History No change 7,777 215 0.02% 0.02% 1414 0 0.0% Q2 2026 Aug 06, 2026
Navis Wealth Advisors, LLC History No change 7,777 215 0.08% 0.08% 1415 0 0.0% Q2 2026 Aug 14, 2026
Cladis Investment Advisory, LLC History No change 7,720 213 0.1% 0.1% 1416 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 7,664 212 0.01% 0.01% 1417 0 0.0% Q2 2026 Aug 14, 2026
Grant Private Wealth Management Inc History No change 7,654 212 0.09% 0.09% 1418 0 0.0% Q2 2026 Jul 07, 2026
Northstar Financial Companies, Inc. History No change 7,674 212 0.14% 0.14% 1419 0 0.0% Q2 2026 Aug 06, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 7,728 211 0.02% 0.02% 1420 0 0.0% Q2 2026 Aug 03, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,652 211 0.03% 0.03% 1421 0 0.0% Q2 2026 Jul 24, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 7,608 210 0.22% 0.22% 1422 0 0.0% Q2 2026 Jul 31, 2026
Grey Fox Wealth Advisors, LLC History No change 7,600 210 0.03% 0.03% 1423 0 0.0% Q2 2026 Jul 17, 2026
Cloud Capital Management, LLC History No change 7,585 210 0.08% 0.08% 1424 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Capital Group History New 7,629 209 0.02% — 1428 +7,629 New Q3 2026 Oct 08, 2026
Paragon Capital Management Ltd History No change 7,644 209 0.04% 0.04% 1425 0 0.0% Q3 2026 Oct 09, 2026
Curran Financial Partners, LLC History No change 7,561 209 0.03% 0.03% 1426 0 0.0% Q2 2026 Aug 12, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 7,467 209 0.12% 0.12% 1427 0 0.0% Q2 2026 Aug 07, 2026
Bravera Wealth History No change 7,510 208 0.08% 0.08% 1429 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 7,496 207 0.04% 0.04% 1430 0 0.0% Q2 2026 Jul 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 7,471 206 0.01% 0.01% 1431 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 7,426 205 0.01% 0.01% 1432 0 0.0% Q2 2026 Aug 05, 2026
Leading Edge Financial Planning LLC History No change 7,370 204 0.04% 0.04% 1433 0 0.0% Q2 2026 Aug 06, 2026
Compass Planning Associates Inc History No change 7,372 204 0.11% 0.11% 1434 0 0.0% Q2 2026 Jul 27, 2026
RIA Advisory Group LLC History No change 7,332 203 0.04% 0.04% 1435 0 0.0% Q2 2026 Jul 23, 2026
Wealth Management Nebraska History No change 7,356 203 0.02% 0.02% 1436 0 0.0% Q2 2026 Jul 27, 2026
SeedSafe Financial LLC History No change 7,364 203 0.15% 0.15% 1437 0 0.0% Q2 2026 Aug 12, 2026
Fortis Group Advisors, LLC History No change 7,309 202 0.03% 0.03% 1438 0 0.0% Q2 2026 Jul 24, 2026
Platform Technology Partners History No change 7,310 202 0.03% 0.03% 1439 0 0.0% Q2 2026 Jul 24, 2026
BlackDiamond Wealth Management, LLC History No change 7,211 202 0.08% 0.08% 1440 0 0.0% Q2 2026 Aug 11, 2026
SAXON INTERESTS, INC. History No change 7,302 202 0.06% 0.06% 1441 0 0.0% Q2 2026 Aug 12, 2026
BAM Wealth Management, LLC History No change 7,314 202 0.13% 0.13% 1442 0 0.0% Q2 2026 Jul 14, 2026
Swisher Financial Concepts, Inc. History No change 7,257 201 0.13% 0.13% 1443 0 0.0% Q2 2026 Aug 06, 2026
SwitchPoint Financial Planning, LLC History No change 7,260 201 0.12% 0.12% 1444 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 7,204 199 0.03% 0.03% 1445 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 7,198 199 0.11% 0.11% 1446 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 7,127 197 0.01% 0.01% 1447 0 0.0% Q2 2026 Aug 06, 2026
Quantum Capital Management, LLC / NJ History No change 7,108 196 0.02% 0.02% 1448 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,778 187 0.02% 0.02% 1449 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History No change 6,717 184 0.02% 0.02% 1450 0 0.0% Q3 2026 Oct 08, 2026
Key Capital Management, INC History No change 6,638 183 0.09% 0.09% 1451 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Edge Private Wealth Management, LLC History No change 6,532 180 0.04% 0.04% 1452 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 6,171 170 0.04% 0.04% 1453 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 6,095 169 0.0% 0.0% 1454 0 0.0% Q2 2026 Jul 27, 2026
LifeSteps Financial, Inc. History No change 6,100 168 0.08% 0.08% 1455 0 0.0% Q2 2026 Jul 17, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,922 164 0.06% 0.06% 1456 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History Reduced 5,772 158 0.07% 0.07% 1457 -147 -2.48% Q3 2026 Oct 01, 2026
Smithfield Trust Co History No change 5,707 157 0.01% 0.01% 1458 0 0.0% Q2 2026 Aug 05, 2026
Indiana Trust & Investment Management Co History No change 5,441 150 0.04% 0.04% 1459 0 0.0% Q2 2026 Jul 22, 2026
Lloyd Advisory Services, LLC. History No change 5,313 147 0.06% 0.06% 1460 0 0.0% Q2 2026 Aug 07, 2026
Fairman Group, LLC History No change 5,254 145 0.11% 0.11% 1461 0 0.0% Q2 2026 Aug 04, 2026
Lodestone Wealth Management LLC History No change 5,218 144 0.05% 0.05% 1462 0 0.0% Q2 2026 Jul 23, 2026
Atlatl Advisers LLC History No change 5,024 139 0.03% 0.03% 1463 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 4,997 138 0.02% 0.02% 1464 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 4,913 136 0.04% 0.04% 1465 0 0.0% Q2 2026 Jul 28, 2026
Activest Wealth Management History No change 4,920 136 0.03% 0.03% 1466 0 0.0% Q2 2026 Jul 16, 2026
UMB Bank, n.a. History No change 4,877 135 0.0% 0.0% 1467 0 0.0% Q2 2026 Aug 13, 2026
Burk Holdings LLC History No change 4,818 133 0.05% 0.05% 1468 0 0.0% Q2 2026 Aug 12, 2026
HOEY INVESTMENTS, INC History No change 4,768 132 0.02% 0.02% 1469 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 4,594 127 0.01% 0.01% 1470 0 0.0% Q2 2026 Aug 11, 2026
NorthAvenue LLC History No change 4,488 124 0.09% 0.09% 1471 0 0.0% Q2 2026 Jul 21, 2026
Johnson Financial Group, Inc. History No change 4,344 120 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 10, 2026
Orion Capital Management LLC History No change 4,298 119 0.04% 0.04% 1473 0 0.0% Q2 2026 Aug 17, 2026
SouthState Bank Corp History No change 4,290 118 0.0% 0.0% 1474 0 0.0% Q2 2026 Aug 06, 2026
Richardson Capital Management LLC History No change 4,256 117 0.05% 0.05% 1475 0 0.0% Q2 2026 Jul 17, 2026
WealthShield Partners, LLC History No change 4,080 113 0.02% 0.02% 1476 0 0.0% Q2 2026 Aug 12, 2026
Whipplewood Advisors, LLC History No change 4,056 112 0.08% 0.08% 1477 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 3,986 110 0.01% 0.01% 1478 0 0.0% Q2 2026 Jul 20, 2026
Align Financial, LLC History No change 3,983 110 0.05% 0.05% 1479 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 3,920 108 0.02% 0.02% 1480 0 0.0% Q2 2026 Jul 31, 2026
Glassy Mountain Advisors, Inc. History No change 3,806 105 0.03% 0.03% 1481 0 0.0% Q2 2026 Jul 31, 2026
Balentine LLC History No change 3,778 104 0.0% 0.0% 1482 0 0.0% Q2 2026 Aug 06, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 3,691 102 0.01% 0.01% 1483 0 0.0% Q2 2026 Jul 13, 2026
Strengthening Families & Communities, LLC History No change 3,694 102 0.02% 0.02% 1484 0 0.0% Q2 2026 Aug 11, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,619 100 0.03% 0.03% 1485 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,596 99 0.03% 0.03% 1486 0 0.0% Q2 2026 Jul 30, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,596 99 0.02% 0.02% 1487 0 0.0% Q2 2026 Aug 27, 2026
SHP Wealth Management History No change 3,532 97 0.01% 0.01% 1488 0 0.0% Q2 2026 Aug 11, 2026
Bullseye Investment Management, LLC History No change 3,438 95 0.05% 0.05% 1489 0 0.0% Q2 2026 Sep 11, 2026
Harbor Asset Planning, Inc. History No change 3,406 94 0.07% 0.07% 1490 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 3,384 92 0.0% 0.0% 1491 0 0.0% Q3 2026 Oct 08, 2026
ATLAS CAPITAL ADVISORS INC. History No change 3,299 91 0.01% 0.01% 1492 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 3,252 90 0.04% 0.04% 1493 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,221 89 0.01% 0.01% 1494 0 0.0% Q2 2026 Jul 27, 2026
Quantum Portfolio Management LLC History No change 3,238 89 0.03% 0.03% 1495 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 3,238 89 0.07% 0.07% 1496 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 3,197 88 0.04% 0.04% 1497 0 0.0% Q2 2026 Aug 07, 2026
Pacific Center for Financial Services History No change 3,152 87 0.02% 0.02% 1498 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,101 85 0.0% 0.0% 1499 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 2,978 82 0.0% 0.0% 1500 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 2,974 82 0.01% 0.01% 1501 0 0.0% Q2 2026 Jul 20, 2026
TIAA Wealth Investment Management LLC History No change 2,985 82 0.0% 0.0% 1502 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History New 2,915 80 0.0% — 1505 +2,915 New Q3 2026 Oct 05, 2026
REAP Financial Group, LLC History No change 2,891 80 0.01% 0.01% 1503 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 2,922 80 0.01% 0.01% 1504 0 0.0% Q2 2026 Aug 03, 2026
Bernard Wealth Management Corp. History No change 2,863 79 0.03% 0.03% 1506 0 0.0% Q2 2026 Aug 21, 2026
Barnes Dennig Private Wealth Management LLC History No change 2,848 78 0.06% 0.06% 1507 0 0.0% Q2 2026 Jul 15, 2026
Clark Wealth Partners History No change 2,830 78 0.04% 0.04% 1508 0 0.0% Q2 2026 Jul 28, 2026
Westend Capital Management, LLC History No change 2,811 77 0.02% 0.02% 1509 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 2,766 76 0.0% 0.0% 1510 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 2,744 76 0.03% 0.03% 1511 0 0.0% Q2 2026 Aug 13, 2026
PFC CAPITAL GROUP, INC. History No change 2,720 75 0.03% 0.03% 1512 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 2,699 74 0.01% 0.01% 1513 0 0.0% Q2 2026 Aug 14, 2026
West Branch Capital LLC History No change 2,706 74 0.02% 0.02% 1514 0 0.0% Q2 2026 Jul 10, 2026
Glen Eagle Advisors, LLC History No change 2,689 74 0.01% 0.01% 1515 0 0.0% Q2 2026 Aug 14, 2026
Game Plan Financial Advisors, LLC History No change 2,659 73 0.03% 0.03% 1516 0 0.0% Q2 2026 Aug 07, 2026
Bank of New Hampshire History No change 2,635 72 0.02% 0.02% 1517 0 0.0% Q3 2026 Oct 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,635 72 0.04% 0.04% 1518 0 0.0% Q2 2026 Jul 21, 2026
Ankerstar Wealth, LLC History No change 2,564 71 0.06% 0.06% 1519 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 2,548 70 0.01% 0.01% 1520 0 0.0% Q2 2026 Aug 03, 2026
Oakworth Capital, Inc. History No change 2,551 69 0.0% 0.0% 1521 0 0.0% Q2 2026 Jul 22, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,459 68 0.0% 0.0% 1522 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 2,440 67 0.0% 0.0% 1523 0 0.0% Q2 2026 Jul 28, 2026
Kilter Group LLC History No change 2,422 67 0.02% 0.02% 1524 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,391 66 0.0% 0.0% 1525 0 0.0% Q2 2026 Jul 08, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 2,316 64 0.02% 0.02% 1526 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 2,300 63 0.0% 0.0% 1527 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 2,174 60 0.0% 0.0% 1528 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 2,130 59 0.0% 0.0% 1529 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 2,101 58 0.03% 0.03% 1530 0 0.0% Q2 2026 Jul 30, 2026
Timbuktu Capital Management, LLC History No change 2,100 58 0.09% 0.09% 1531 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 2,096 57 0.0% 0.0% 1532 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 2,048 56 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 23, 2026
MTM Investment Management, LLC History No change 2,007 55 0.02% 0.02% 1534 0 0.0% Q2 2026 Aug 03, 2026
KERR FINANCIAL PLANNING Corp History No change 2,000 55 0.06% 0.06% 1535 0 0.0% Q2 2026 Jul 02, 2026
Caitlin John, LLC History No change 1,967 54 0.03% 0.03% 1536 0 0.0% Q2 2026 Aug 17, 2026
Ascentis Wealth Management, LLC History No change 1,964 54 0.01% 0.01% 1537 0 0.0% Q2 2026 Jul 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,930 53 0.0% 0.0% 1538 0 0.0% Q2 2026 Aug 13, 2026
Sunrise Financial Services, LLC History No change 1,936 53 0.03% 0.03% 1539 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 1,813 50 0.0% 0.0% 1540 0 0.0% Q2 2026 Jul 21, 2026
TSFG, LLC History No change 1,756 49 0.01% 0.01% 1541 0 0.0% Q2 2026 Jul 23, 2026
Timmons Wealth Management, LLC History No change 1,797 49 0.04% 0.04% 1542 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 1,723 47 0.0% 0.0% 1543 0 0.0% Q2 2026 Jul 28, 2026
RMG Wealth Management LLC History No change 1,664 47 0.0% 0.0% 1544 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 1,700 47 0.01% 0.01% 1545 0 0.0% Q2 2026 Aug 11, 2026
Main Street Group, LTD History No change 1,723 47 0.01% 0.01% 1546 0 0.0% Q2 2026 Jul 13, 2026
Osbon Capital Management LLC History No change 1,671 46 0.04% 0.04% 1547 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 1,653 45 0.01% 0.01% 1548 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 1,630 44 0.01% 0.01% 1549 0 0.0% Q2 2026 Jul 02, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,554 42 0.0% 0.0% 1550 +12 0.78% Q3 2026 Oct 09, 2026
Center for Financial Planning, Inc. History No change 1,449 40 0.0% 0.0% 1551 0 0.0% Q2 2026 Jul 21, 2026
Peachtree Investment Partners, LLC History No change 1,436 39 0.01% 0.01% 1552 0 0.0% Q2 2026 Aug 06, 2026
Planning Strategies Inc. History No change 1,353 37 0.02% 0.02% 1553 0 0.0% Q3 2026 Oct 02, 2026
SYNTAX RESEARCH, INC. History No change 1,309 36 0.03% 0.03% 1554 0 0.0% Q2 2026 Jul 31, 2026
PFS Partners, LLC History No change 1,320 36 0.01% 0.01% 1555 0 0.0% Q2 2026 Jul 20, 2026
Quest 10 Wealth Builders, Inc. History No change 1,325 36 0.03% 0.03% 1556 0 0.0% Q2 2026 Jul 24, 2026
GODSEY & GIBB, INC History No change 1,232 34 0.0% 0.0% 1557 0 0.0% Q2 2026 Jul 13, 2026
Nemes Rush Group LLC History No change 1,249 34 0.0% 0.0% 1558 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 1,211 33 0.01% 0.01% 1559 0 0.0% Q2 2026 Aug 07, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1,160 32 0.02% 0.02% 1560 0 0.0% Q2 2026 Aug 18, 2026
Kiker Wealth Management, LLC History No change 1,156 32 0.01% 0.01% 1561 0 0.0% Q2 2026 Jul 30, 2026
Pillar Financial Advisors, LLC History No change 1,174 32 0.02% 0.02% 1562 0 0.0% Q2 2026 Jul 24, 2026
CrossGen Wealth, LLC History No change 1,174 32 0.02% 0.02% 1563 0 0.0% Q2 2026 Jul 24, 2026
Byrne Asset Management LLC History No change 1,127 30 0.02% 0.02% 1564 0 0.0% Q3 2026 Oct 06, 2026
CNB Bank History No change 1,058 29 0.01% 0.01% 1565 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 1,025 28 0.0% 0.0% 1566 0 0.0% Q2 2026 Jul 31, 2026
Your Advocates Ltd., LLP History No change 1,024 28 0.01% 0.01% 1567 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 988 27 0.01% 0.01% 1568 0 0.0% Q2 2026 Jul 28, 2026
Ulland Investment Advisors, LLC History No change 975 27 0.02% 0.02% 1569 0 0.0% Q2 2026 Jul 16, 2026
Frazier Financial Advisors, LLC History No change 989 27 0.01% 0.01% 1570 0 0.0% Q2 2026 Aug 10, 2026
Measured Wealth Private Client Group, LLC History No change 974 26 0.01% 0.01% 1571 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History No change 962 26 0.0% 0.0% 1572 0 0.0% Q2 2026 Jul 22, 2026
Creative Capital Management Investments LLC History No change 932 25 0.01% 0.01% 1573 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 876 24 0.0% 0.0% 1574 0 0.0% Q2 2026 Aug 06, 2026
Mascoma Wealth Management LLC History No change 804 22 0.0% 0.0% 1575 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 802 22 0.01% 0.01% 1576 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 786 21 0.0% 0.0% 1577 0 0.0% Q2 2026 Sep 02, 2026
Harborfront Financial Group LLC History No change 774 21 0.08% 0.08% 1578 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History Reduced 729 20 0.0% 0.01% 1581 -729 -50.0% Q3 2026 Oct 07, 2026
HM PAYSON & CO History No change 747 20 0.0% 0.0% 1579 0 0.0% Q2 2026 Jul 17, 2026
Friedenthal Financial History No change 722 20 0.01% 0.01% 1580 0 0.0% Q2 2026 Jul 13, 2026
CENTRAL TRUST Co History No change 717 19 0.0% 0.0% 1582 0 0.0% Q2 2026 Jul 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 668 18 0.0% 0.0% 1583 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 678 18 0.01% 0.01% 1584 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 653 18 0.01% 0.01% 1585 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 694 18 0.01% 0.01% 1586 0 0.0% Q2 2026 Jul 09, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 639 17 0.0% 0.0% 1587 0 0.0% Q2 2026 Jul 09, 2026
Aventus Investment Advisors, Inc. History No change 638 17 0.01% 0.01% 1588 0 0.0% Q3 2026 Oct 09, 2026
LANARK FINANCIAL, INC. History No change 600 16 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 21, 2026
MONTAG A & ASSOCIATES INC History No change 587 16 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 05, 2026
Blume Capital Management, Inc. History No change 581 16 0.0% 0.0% 1591 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 603 16 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 04, 2026
EFG International AG History No change 600 16 0.0% 0.0% 1593 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 553 15 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 560 15 0.0% 0.0% 1595 0 0.0% Q2 2026 Jul 22, 2026
Godfrey Financial Associates, Inc. History No change 548 15 0.01% 0.01% 1596 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 521 14 0.0% 0.0% 1597 0 0.0% Q2 2026 Jul 27, 2026
Coston, McIsaac & Partners History No change 528 14 0.0% 0.0% 1598 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 506 14 0.0% 0.0% 1599 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 532 14 0.03% 0.03% 1600 0 0.0% Q2 2026 Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 538 14 0.01% 0.01% 1601 0 0.0% Q2 2026 Aug 11, 2026
Providence Capital Advisors, LLC History No change 497 13 0.0% 0.0% 1602 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 474 13 0.0% 0.0% 1603 0 0.0% Q2 2026 Jul 16, 2026
City State Bank History No change 450 12 0.0% 0.0% 1604 0 0.0% Q2 2026 Jul 14, 2026
GoalVest Advisory LLC History New 414 11 0.0% — 1610 +414 New Q3 2026 Oct 02, 2026
Trust Co History Reduced 436 11 0.0% 0.0% 1605 -44 -9.17% Q3 2026 Oct 09, 2026
CBIZ Investment Advisory Services, LLC History No change 446 11 0.0% 0.0% 1606 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 430 11 0.0% 0.0% 1607 0 0.0% Q2 2026 Aug 12, 2026
OBSIDIAN CIO, LLC History No change 422 11 0.01% 0.01% 1608 0 0.0% Q2 2026 Aug 03, 2026
Reyes Financial Architecture, Inc. History No change 433 11 0.01% 0.01% 1609 0 0.0% Q2 2026 Jul 16, 2026
Horrell Capital Management, Inc. History No change 390 10 0.01% 0.0% 1611 0 0.0% Q3 2026 Oct 08, 2026
DiNuzzo Private Wealth, Inc. History No change 374 10 0.0% 0.0% 1612 0 0.0% Q2 2026 Jul 10, 2026
Valued Wealth Advisors LLC History No change 368 10 0.0% 0.0% 1613 0 0.0% Q2 2026 Jul 20, 2026
Wilkerson Advisory Group LLC History No change 382 10 0.0% 0.0% 1614 0 0.0% Q2 2026 Jul 21, 2026
BARRETT & COMPANY, INC. History No change 346 9 0.0% 0.0% 1615 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 354 9 0.0% 0.0% 1616 0 0.0% Q2 2026 Aug 11, 2026
Kingdom Financial Group LLC. History No change 339 9 0.0% 0.0% 1617 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Companies, Inc. History No change 319 8 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 304 8 0.0% 0.0% 1619 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 314 8 0.0% 0.0% 1620 0 0.0% Q2 2026 Jul 17, 2026
Fortitude Family Office, LLC History No change 289 8 0.0% 0.0% 1621 0 0.0% Q2 2026 Jul 20, 2026
Archer Investment Corp History No change 284 7 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 03, 2026
WOLFF WIESE MAGANA LLC History No change 254 7 0.0% 0.0% 1623 0 0.0% Q2 2026 Jul 13, 2026
West Financial Advisors, LLC History No change 279 7 0.0% 0.0% 1624 0 0.0% Q2 2026 Jul 08, 2026
Topsail Wealth Management, LLC History No change 271 7 0.0% 0.0% 1625 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 258 7 0.0% 0.0% 1626 0 0.0% Q2 2026 Jul 08, 2026
Towne Trust Company, N.A History No change 242 6 0.0% 0.0% 1627 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 248 6 0.0% 0.0% 1628 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 250 6 0.0% 0.0% 1629 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 236 6 0.0% 0.0% 1630 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 220 6 0.0% 0.0% 1631 0 0.0% Q2 2026 Aug 12, 2026
Quaker Wealth Management, LLC History No change 231 6 0.0% 0.0% 1632 0 0.0% Q2 2026 Jul 24, 2026
Core Capital Management & Research, inc. History No change 220 6 0.0% 0.0% 1633 0 0.0% Q2 2026 Sep 09, 2026
Western Pacific Wealth Management, LP History No change 247 6 0.01% 0.01% 1634 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 237 6 0.0% 0.0% 1635 0 0.0% Q2 2026 Jul 30, 2026
Aventura Private Wealth, LLC History No change 240 6 0.0% 0.0% 1636 0 0.0% Q2 2026 Jul 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 205 5 0.0% 0.0% 1637 0 0.0% Q2 2026 Aug 05, 2026
GROUP ONE TRADING LLC History No change 200 5 0.0% 0.0% 1638 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 200 5 0.0% 0.0% 1639 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 200 5 0.0% 0.0% 1640 0 0.0% Q2 2026 Jul 27, 2026
Aberdeen Wealth Management LLC History No change 200 5 0.0% 0.0% 1641 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 185 5 0.0% 0.0% 1642 0 0.0% Q2 2026 Aug 14, 2026
DB Fitzpatrick & Co, Inc History No change 212 5 0.0% 0.0% 1643 0 0.0% Q2 2026 Jul 16, 2026
ATMOS ADVISORY, LLC History No change 214 5 0.0% 0.0% 1644 0 0.0% Q3 2026 Oct 06, 2026
RHL GROUP, LLC History No change 181 5 0.0% 0.0% 1645 0 0.0% Q2 2026 Aug 03, 2026
Networth Advisors, LLC History No change 191 5 0.0% 0.0% 1646 0 0.0% Q2 2026 Jul 22, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 146 4 0.0% 0.0% 1647 -18 -10.98% Q3 2026 Oct 08, 2026
Salomon & Ludwin, LLC History No change 151 4 0.0% 0.0% 1648 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 175 4 0.0% 0.0% 1649 0 0.0% Q2 2026 Jul 28, 2026
SWAN Capital LLC History No change 168 4 0.0% 0.0% 1650 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 146 4 0.02% 0.02% 1651 0 0.0% Q2 2026 Jul 24, 2026
Midwest Capital Advisors, LLC History No change 174 4 0.0% 0.0% 1652 0 0.0% Q2 2026 Jul 28, 2026
WPG Advisers, LLC History No change 175 4 0.0% 0.0% 1653 0 0.0% Q2 2026 Aug 05, 2026
Anchor Bay Capital, Inc. History No change 158 4 0.0% 0.0% 1654 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 124 3 0.0% 0.0% 1655 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 123 3 0.0% 0.0% 1656 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 138 3 0.0% 0.0% 1657 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 129 3 0.0% 0.0% 1658 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History No change 92 2 0.0% 0.0% 1659 0 0.0% Q3 2026 Oct 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 70 1 0.0% 0.0% 1660 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, Inc. History No change 38 1 0.0% 0.0% 1661 0 0.0% Q2 2026 Aug 13, 2026
Wagner Wealth Management, LLC History No change 37 1 0.0% 0.0% 1662 0 0.0% Q2 2026 Jul 24, 2026
New Republic Capital, LLC History No change 44 1 0.0% 0.0% 1663 0 0.0% Q2 2026 Jul 31, 2026
Mosley Wealth Management History No change 63 1 0.0% 0.0% 1664 0 0.0% Q2 2026 Jul 23, 2026
IMG Wealth Management, Inc. History No change 62 1 0.0% 0.0% 1665 0 0.0% Q2 2026 Aug 07, 2026
Graney & King, LLC History No change 64 1 0.0% 0.0% 1666 0 0.0% Q2 2026 Aug 07, 2026
Prudent Man Investment Management, Inc. History No change 72 1 0.0% 0.0% 1667 0 0.0% Q2 2026 Jul 28, 2026
Redwood Park Advisors LLC History No change 52 1 0.0% 0.0% 1668 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 64 1 0.0% 0.0% 1669 0 0.0% Q2 2026 Aug 14, 2026
Capital Planning LLC History Closed out 0 0 — 0.07% — -9,211 -100.0% Q3 2026 Oct 09, 2026
TILIA FIDUCIARY PARTNERS, INC. History Closed out 0 0 — 0.1% — -7,259 -100.0% Q3 2026 Oct 09, 2026
BOKF, NA History No change 22 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Hughes Financial Services, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 24 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
Miller Global Investments, LLC History No change 16 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
BLUELINE ADVISORS LLC History No change 36 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Walsh & Associates, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026