iSHARES TRUST - AGG

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
JONES FINANCIAL COMPANIES LLLP History No change 110,159,073 10,942,620 4.38% 4.38% 1 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 92,816,907 9,187,017 2.49% 2.49% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 66,617,105 6,593,761 0.42% 0.42% 3 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 65,014,488 6,435,134 1.04% 1.04% 4 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 61,984,138 6,135,189 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 44,994,014 4,453,507 5.5% 5.5% 6 0 0.0% Q2 2026 Aug 19, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 43,049,494 4,260,981 1.0% 1.0% 7 0 0.0% Q2 2026 Sep 23, 2026
US BANCORP \DE\ History No change 39,478,188 3,907,614 4.27% 4.27% 8 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 35,692,523 3,532,846 0.19% 0.19% 9 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 23,143,686 2,290,762 0.27% 0.27% 10 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 16,323,687 1,622,085 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 16,602,475 1,617,437 2.71% 2.71% 12 0 0.0% Q2 2026 Jul 15, 2026
Betterment LLC History No change 15,621,139 1,546,180 2.62% 2.62% 13 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 15,483,118 1,532,519 1.4% 1.4% 14 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 15,307,226 1,515,109 0.34% 0.34% 15 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 14,914,270 1,475,851 0.3% 0.3% 16 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 14,864,310 1,471,300 1.55% 1.55% 17 0 0.0% Q2 2026 Aug 13, 2026
Acorns Advisers, LLC History No change 14,625,279 1,447,610 9.44% 9.44% 18 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 13,634,358 1,349,528 0.79% 0.79% 19 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,874,193 1,274,287 0.68% 0.68% 20 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 12,864,305 1,273,308 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 12,571,702 1,244,347 0.11% 0.11% 22 0 0.0% Q2 2026 Aug 14, 2026
Arizona PSPRS Trust History No change 11,528,817 1,141,122 42.51% 42.51% 23 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,972,401 1,086,048 0.54% 0.54% 24 0 0.0% Q2 2026 Aug 07, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 10,271,333 1,016,656 82.0% 82.0% 25 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 9,922,031 982,082 1.19% 1.19% 26 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 9,503,943 940,700 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 9,219,241 912,520 8.74% 8.74% 28 0 0.0% Q2 2026 Aug 07, 2026
Johns Hopkins University History No change 8,024,716 794,286 53.11% 53.11% 29 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 7,349,938 727,496 0.87% 0.87% 30 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 7,338,388 726,355 0.6% 0.6% 31 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,185,394 711,210 2.45% 2.45% 32 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 6,836,247 676,652 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 6,806,888 673,745 0.11% 0.11% 34 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,703,403 663,503 1.01% 1.01% 35 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 6,429,196 636,361 0.08% 0.08% 36 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 5,736,700 567,818 0.57% 0.57% 37 0 0.0% Q2 2026 Aug 13, 2026
Members Trust Co History No change 5,656,531 559,883 17.43% 17.43% 38 0 0.0% Q2 2026 Jul 31, 2026
Constellation Investments, Inc. History No change 5,624,548 556,717 17.48% 17.48% 39 0 0.0% Q2 2026 Jul 17, 2026
D.A. DAVIDSON & CO. History No change 5,295,358 524,134 2.9% 2.9% 40 0 0.0% Q2 2026 Jul 24, 2026
Simplify Asset Management Inc. History No change 5,041,755 499,032 6.94% 6.94% 41 0 0.0% Q2 2026 Jul 16, 2026
SigFig Wealth Management, LLC History Added to 4,695,257 443,890 11.08% 11.22% 42 +433,863 10.18% Q3 2026 Oct 07, 2026
&PARTNERS History No change 4,253,416 420,908 1.73% 1.73% 43 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 4,213,649 417,066 0.14% 0.14% 44 0 0.0% Q2 2026 Aug 03, 2026
Mastercard Foundation Asset Management Corp History No change 4,125,631 408,354 1.27% 1.27% 45 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 3,949,910 390,962 1.49% 1.49% 46 0 0.0% Q2 2026 Aug 11, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 3,876,497 383,695 2.87% 2.87% 47 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 3,796,233 375,751 3.64% 3.64% 48 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 3,769,235 373,078 0.33% 0.33% 49 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 3,533,005 349,696 11.46% 11.46% 50 0 0.0% Q2 2026 Aug 10, 2026
South Dakota Investment Council History No change 3,453,435 341,821 5.86% 5.86% 51 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 3,291,989 325,841 0.13% 0.13% 52 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 3,239,550 320,650 0.52% 0.52% 53 0 0.0% Q2 2026 Aug 05, 2026
MASON STREET ADVISORS, LLC History No change 3,050,830 301,971 27.21% 27.21% 54 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,961,712 294,009 0.1% 0.1% 55 0 0.0% Q2 2026 Aug 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 2,940,924 291,092 2.74% 2.74% 56 0 0.0% Q2 2026 Jul 21, 2026
Dynasty Wealth Management, LLC History No change 2,900,060 287,047 2.13% 2.13% 57 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 2,801,364 277,279 1.27% 1.27% 58 0 0.0% Q2 2026 Aug 11, 2026
Stairway Partners, LLC History Added to 2,903,725 274,518 12.97% 13.1% 59 +94,449 3.36% Q3 2026 Oct 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,745,067 271,706 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 2,738,511 271,057 9.63% 9.63% 61 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,603,807 257,724 1.19% 1.19% 62 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 2,524,310 249,856 1.28% 1.28% 63 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 2,419,179 239,450 2.51% 2.51% 64 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,387,883 236,353 3.2% 3.2% 65 0 0.0% Q2 2026 Aug 13, 2026
Disciplina Capital Management LLC History No change 2,385,633 236,129 24.39% 24.39% 66 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 2,372,924 234,919 0.28% 0.28% 67 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,184,657 216,237 1.03% 1.03% 68 0 0.0% Q2 2026 Sep 23, 2026
TIAA Wealth Investment Management LLC History No change 1,944,790 193,253 1.29% 1.29% 69 0 0.0% Q2 2026 Aug 10, 2026
Quotient Wealth Partners, LLC History No change 1,944,130 192,429 4.54% 4.54% 70 0 0.0% Q2 2026 Aug 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,850,416 183,154 2.91% 2.91% 71 0 0.0% Q2 2026 Jul 28, 2026
National Philanthropic Trust History No change 1,821,278 180,270 2.61% 2.61% 72 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,800,481 178,211 0.22% 0.22% 73 0 0.0% Q2 2026 Jul 29, 2026
Destination Wealth Management History No change 1,776,193 175,807 4.1% 4.1% 74 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,754,022 173,613 0.17% 0.17% 75 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 1,753,696 173,580 2.1% 2.1% 76 0 0.0% Q2 2026 Aug 18, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 1,793,022 169,512 2.02% 2.1% 77 +51,377 2.95% Q3 2026 Oct 05, 2026
WESBANCO BANK INC History No change 1,674,935 165,785 4.12% 4.12% 78 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 1,659,794 164,286 5.95% 5.95% 79 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 1,629,077 161,246 8.45% 8.45% 80 0 0.0% Q2 2026 Jul 16, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,586,900 157,071 0.16% 0.16% 81 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 1,563,598 154,764 0.32% 0.32% 82 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,551,511 153,568 2.56% 2.56% 83 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,549,519 153,371 0.35% 0.35% 84 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 1,529,585 151,398 0.7% 0.7% 85 0 0.0% Q2 2026 Aug 18, 2026
F/m Investments LLC History No change 1,487,215 147,204 7.48% 7.48% 86 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 1,475,528 146,047 0.25% 0.25% 87 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 1,436,769 142,211 0.41% 0.41% 88 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,419,485 140,500 0.31% 0.31% 89 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 1,409,782 139,540 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,395,122 138,089 3.69% 3.69% 91 0 0.0% Q2 2026 Aug 07, 2026
Trajan Wealth LLC History No change 1,349,489 133,572 5.04% 5.04% 92 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History No change 1,341,923 132,823 1.99% 1.99% 93 0 0.0% Q2 2026 Jul 13, 2026
Fisher Asset Management, LLC History No change 1,340,551 132,687 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 1,338,510 132,485 0.14% 0.14% 95 0 0.0% Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 1,336,039 132,241 2.51% 2.51% 96 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 1,308,098 129,475 1.87% 1.87% 97 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,283,233 127,014 1.89% 1.89% 98 0 0.0% Q2 2026 Aug 11, 2026
V-Square Quantitative Management LLC History No change 1,269,238 125,629 11.94% 11.94% 99 0 0.0% Q2 2026 Jul 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,229,747 121,720 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 07, 2026
Crestwood Advisors Group, LLC History No change 1,207,232 119,492 1.77% 1.77% 101 0 0.0% Q2 2026 Aug 03, 2026
HSBC HOLDINGS PLC History No change 1,204,256 119,197 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 1,198,655 118,642 0.13% 0.13% 103 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 1,189,671 117,753 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 1,175,981 115,981 0.18% 0.18% 105 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 1,143,665 113,199 1.07% 1.07% 106 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 1,113,048 110,169 0.41% 0.41% 107 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,106,481 109,519 0.36% 0.36% 108 0 0.0% Q2 2026 Jul 28, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,102,068 109,082 10.18% 10.18% 109 0 0.0% Q2 2026 Jul 07, 2026
Zhang Financial LLC History No change 1,094,000 108,284 3.16% 3.16% 110 0 0.0% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History No change 1,088,029 107,693 0.82% 0.82% 111 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 1,083,836 107,278 10.03% 10.03% 112 0 0.0% Q2 2026 Jul 21, 2026
Freestone Capital Holdings, LLC History No change 1,075,916 106,494 2.76% 2.76% 113 0 0.0% Q2 2026 Jul 31, 2026
GenTrust, LLC History No change 1,049,714 103,900 3.99% 3.99% 114 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Partners, LLC History No change 994,500 98,435 11.92% 11.92% 115 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 992,594 98,246 0.06% 0.06% 116 0 0.0% Q2 2026 Jul 30, 2026
Steele Capital Management, Inc. History No change 991,812 98,169 3.61% 3.61% 117 0 0.0% Q2 2026 Jul 28, 2026
Affiance Financial, LLC History No change 990,470 98,036 14.1% 14.1% 118 0 0.0% Q2 2026 Jul 09, 2026
Greenspring Advisors, LLC History No change 986,628 97,656 5.41% 5.41% 119 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 982,632 97,260 1.49% 1.49% 120 0 0.0% Q2 2026 Aug 03, 2026
Brookstone Capital Management History No change 979,730 96,973 0.97% 0.97% 121 0 0.0% Q2 2026 Jul 15, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 976,001 96,604 5.75% 5.75% 122 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 971,622 96,171 1.82% 1.82% 123 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 948,493 93,882 0.13% 0.13% 124 0 0.0% Q2 2026 Aug 27, 2026
NEOS Investment Management LLC History No change 911,236 89,892 0.33% 0.33% 125 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 901,815 89,261 0.27% 0.27% 126 0 0.0% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 900,000 89,082 0.39% 0.39% 127 0 0.0% Q2 2026 Jul 30, 2026
Koss-Olinger Consulting, LLC History No change 899,732 89,055 6.86% 6.86% 128 0 0.0% Q2 2026 Aug 10, 2026
Cordoba Advisory Partners LLC History No change 896,121 88,698 18.8% 18.8% 129 0 0.0% Q2 2026 Jul 21, 2026
1832 Asset Management L.P. History No change 895,487 88,635 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 893,305 88,419 1.06% 1.06% 131 0 0.0% Q2 2026 Aug 04, 2026
PDS Planning, Inc History No change 880,458 87,147 5.04% 5.04% 132 0 0.0% Q2 2026 Aug 05, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 873,733 86,482 24.2% 24.2% 133 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History No change 871,502 86,261 9.13% 9.13% 134 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 864,576 85,575 0.13% 0.13% 135 0 0.0% Q2 2026 Jul 22, 2026
Ellenbecker Investment Group History No change 858,837 85,007 9.88% 9.88% 136 0 0.0% Q2 2026 Jul 27, 2026
Howard Capital Management, LLC History No change 850,759 84,208 1.0% 1.0% 137 0 0.0% Q2 2026 Jul 28, 2026
FORM Wealth Advisors, LLC History No change 834,770 82,625 9.09% 9.09% 138 0 0.0% Q2 2026 Jul 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 829,533 82,107 0.6% 0.6% 139 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 823,286 81,488 0.57% 0.57% 140 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 810,957 80,250 0.44% 0.44% 141 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 785,945 77,792 0.97% 0.97% 142 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 784,037 77,603 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 780,181 77,222 0.55% 0.55% 144 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 775,041 76,713 2.4% 2.4% 145 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 769,345 76,149 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 762,085 75,431 0.07% 0.07% 147 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 741,875 73,430 3.66% 3.66% 148 0 0.0% Q2 2026 Jul 10, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 737,198 72,967 3.92% 3.92% 149 0 0.0% Q2 2026 Jul 15, 2026
RATIONAL ADVISORS, INC. History No change 735,041 72,754 6.67% 6.67% 150 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 722,961 71,558 2.15% 2.15% 151 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 719,535 71,219 1.51% 1.51% 152 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 713,093 70,581 0.6% 0.6% 153 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 712,093 70,482 1.74% 1.74% 154 0 0.0% Q2 2026 Jul 29, 2026
Bell Bank History No change 706,220 69,901 2.67% 2.67% 155 0 0.0% Q2 2026 Jul 15, 2026
Charles Schwab Trust Co History No change 699,226 69,209 3.86% 3.86% 156 0 0.0% Q2 2026 Jul 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 693,601 68,653 0.1% 0.1% 157 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 691,853 68,480 0.43% 0.43% 158 0 0.0% Q2 2026 Jul 20, 2026
Prentice Wealth Management LLC History No change 682,200 67,524 13.94% 13.94% 159 0 0.0% Q2 2026 Jul 15, 2026
LOWE BROCKENBROUGH & CO INC History No change 678,593 67,168 2.99% 2.99% 160 0 0.0% Q2 2026 Aug 03, 2026
Trust Co History No change 675,092 66,820 6.03% 6.03% 161 0 0.0% Q2 2026 Jul 10, 2026
Octavia Wealth Advisors, LLC History No change 670,616 66,377 5.73% 5.73% 162 0 0.0% Q2 2026 Jul 14, 2026
MATHER GROUP, LLC. History No change 667,038 66,023 0.58% 0.58% 163 0 0.0% Q2 2026 Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 654,207 64,768 0.11% 0.11% 164 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 652,197 64,554 3.33% 3.33% 165 0 0.0% Q2 2026 Jul 28, 2026
Permanent Capital Management, LP History No change 651,553 64,490 8.64% 8.64% 166 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 646,646 64,005 0.44% 0.44% 167 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 641,837 63,529 1.97% 1.97% 168 0 0.0% Q2 2026 Jul 09, 2026
Planning Project LLC History No change 634,808 61,843 12.34% 12.34% 169 0 0.0% Q2 2026 Sep 01, 2026
a16z Perennial Management, L.P. History No change 615,315 61,014 4.93% 4.93% 170 0 0.0% Q2 2026 Jul 24, 2026
Gotham Asset Management, LLC History No change 616,188 60,990 0.14% 0.14% 171 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 614,723 60,845 0.67% 0.67% 172 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 611,878 60,563 0.57% 0.57% 173 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 609,084 60,287 0.22% 0.22% 174 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 604,948 59,877 3.58% 3.58% 175 0 0.0% Q2 2026 Jul 31, 2026
Rock Creek Group LLC History No change 593,169 58,711 5.91% 5.91% 176 0 0.0% Q2 2026 Aug 03, 2026
Verger Capital Management LLC History No change 592,645 58,660 17.18% 17.18% 177 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 589,790 58,378 0.11% 0.11% 178 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 588,927 58,291 0.57% 0.57% 179 0 0.0% Q2 2026 Jul 27, 2026
Adaptive Financial Consulting, LLC History No change 582,685 57,674 20.2% 20.2% 180 0 0.0% Q2 2026 Aug 07, 2026
Chaney Capital Management, Inc. History No change 574,238 56,838 17.87% 17.87% 181 0 0.0% Q2 2026 Aug 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 567,447 56,165 7.45% 7.45% 182 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 562,955 55,721 0.08% 0.08% 183 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 559,519 55,381 0.24% 0.24% 184 0 0.0% Q2 2026 Aug 11, 2026
Bricktown Capital, LLC History No change 556,727 55,104 9.96% 9.96% 185 0 0.0% Q2 2026 Jul 15, 2026
Smartleaf Asset Management LLC History No change 551,062 54,759 1.78% 1.78% 186 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 549,771 54,415 0.16% 0.16% 187 0 0.0% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History No change 549,204 54,360 0.68% 0.68% 188 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 545,101 53,954 0.32% 0.32% 189 0 0.0% Q2 2026 Aug 17, 2026
Lido Advisors, LLC History No change 544,631 53,907 0.15% 0.15% 190 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 542,186 53,665 0.08% 0.08% 191 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 539,593 53,408 9.9% 9.9% 192 0 0.0% Q2 2026 Jul 24, 2026
Keel Point, LLC History No change 535,197 52,973 3.13% 3.13% 193 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 534,439 52,898 0.73% 0.73% 194 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 530,875 52,546 0.2% 0.2% 195 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 529,913 52,450 0.17% 0.17% 196 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 529,898 52,449 0.62% 0.62% 197 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 525,911 52,054 1.99% 1.99% 198 0 0.0% Q2 2026 Jul 22, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 523,000 51,766 2.05% 2.05% 199 0 0.0% Q2 2026 Aug 12, 2026
Gridiron Partners, LLC History No change 523,975 51,690 27.13% 27.13% 200 0 0.0% Q2 2026 Aug 05, 2026
Twele Capital Management, Inc. History No change 515,560 51,030 8.33% 8.33% 201 0 0.0% Q2 2026 Jul 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 513,842 50,860 0.93% 0.93% 202 0 0.0% Q2 2026 Aug 04, 2026
Abound Wealth Management History No change 510,029 50,482 10.02% 10.02% 203 0 0.0% Q2 2026 Jul 10, 2026
GoalFusion Wealth Management, LLC History Reduced 530,531 50,156 20.06% 22.39% 204 -29,655 -5.29% Q3 2026 Oct 06, 2026
Single Point Partners, LLC History No change 1,598,788 50,102 8.82% 8.82% 205 0 0.0% Q2 2026 Jul 16, 2026
Fort Point Capital Partners LLC History No change 502,262 49,713 3.45% 3.45% 206 0 0.0% Q2 2026 Aug 14, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 501,042 49,593 4.56% 4.56% 207 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 493,378 48,834 0.32% 0.32% 208 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 492,742 48,771 0.75% 0.75% 209 0 0.0% Q2 2026 Aug 06, 2026
Liquid Strategies, LLC History No change 485,509 48,055 6.56% 6.56% 210 0 0.0% Q2 2026 Jul 28, 2026
WHI TRUST Co LLC History No change 483,896 47,896 30.96% 30.96% 211 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Partners, LLC History No change 478,994 47,410 10.65% 10.65% 212 0 0.0% Q2 2026 Jul 22, 2026
Fund Evaluation Group, LLC History No change 477,654 47,278 1.28% 1.28% 213 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Group, LLC History No change 475,570 47,071 3.69% 3.69% 214 0 0.0% Q2 2026 Aug 10, 2026
Black Diamond Financial, LLC History No change 474,608 46,976 4.14% 4.14% 215 0 0.0% Q2 2026 Aug 04, 2026
Boston Partners History No change 471,944 46,713 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 04, 2026
James J. Burns & Company, LLC History No change 468,298 46,352 5.02% 5.02% 217 0 0.0% Q2 2026 Aug 06, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 466,853 46,154 0.29% 0.29% 218 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Management, Inc. History No change 464,929 46,018 6.62% 6.62% 219 0 0.0% Q2 2026 Jul 16, 2026
EARNED WEALTH ADVISORS, LLC History No change 459,940 45,524 2.94% 2.94% 220 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 458,378 45,370 7.03% 7.03% 221 0 0.0% Q2 2026 Jul 21, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 456,728 45,206 5.72% 5.72% 222 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 455,713 45,060 1.8% 1.8% 223 0 0.0% Q2 2026 Aug 05, 2026
AMARILLO NATIONAL BANK History No change 448,532 44,395 7.12% 7.12% 224 0 0.0% Q2 2026 Jul 15, 2026
MTC Wealth Management LLC History No change 447,318 44,275 19.86% 19.86% 225 0 0.0% Q2 2026 Jul 31, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 444,989 44,045 2.69% 2.69% 226 0 0.0% Q2 2026 Aug 12, 2026
DB Fitzpatrick & Co, Inc History No change 444,901 44,036 35.59% 35.59% 227 0 0.0% Q2 2026 Jul 16, 2026
Ascent Group, LLC History No change 444,260 43,972 1.31% 1.31% 228 0 0.0% Q2 2026 Aug 03, 2026
eCIO, Inc. History No change 443,674 43,914 12.34% 12.34% 229 0 0.0% Q2 2026 Jul 27, 2026
Towercrest Capital Management History No change 443,414 43,879 6.12% 6.12% 230 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 442,103 43,759 0.83% 0.83% 231 0 0.0% Q2 2026 Jul 09, 2026
CIBC Bancorp USA Inc. History No change 435,291 43,075 0.05% 0.05% 232 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 434,648 43,021 1.87% 1.87% 233 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 435,405 42,926 2.35% 2.35% 234 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 421,730 41,742 4.37% 4.37% 235 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 421,576 41,552 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 10, 2026
Arbor Investment Advisors, LLC History No change 416,709 41,245 4.67% 4.67% 237 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 411,464 40,726 0.48% 0.48% 238 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 407,606 40,344 5.42% 5.42% 239 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 398,188 39,412 0.18% 0.18% 240 0 0.0% Q2 2026 Jul 27, 2026
Visionary Wealth Advisors History No change 393,563 38,954 1.54% 1.54% 241 0 0.0% Q2 2026 Aug 13, 2026
Daybright Advisory Services, Inc. History No change 395,660 38,525 9.2% 9.2% 242 0 0.0% Q2 2026 Aug 04, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 388,721 38,475 1.43% 1.43% 243 0 0.0% Q2 2026 Jul 08, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 388,636 38,467 2.98% 2.98% 244 0 0.0% Q2 2026 Jul 28, 2026
TECTONIC ADVISORS LLC History No change 387,622 38,366 1.84% 1.84% 245 0 0.0% Q2 2026 Jul 15, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 386,659 38,271 4.83% 4.83% 246 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 386,468 38,252 2.01% 2.01% 247 0 0.0% Q2 2026 Jul 29, 2026
BRAVE ASSET MANAGEMENT INC History No change 382,543 37,864 8.1% 8.1% 248 0 0.0% Q2 2026 Jul 08, 2026
Lineweaver Wealth Advisors, LLC History No change 378,591 37,472 4.44% 4.44% 249 0 0.0% Q2 2026 Jul 09, 2026
Discipline Wealth Solutions, LLC History No change 378,419 37,455 3.27% 3.27% 250 0 0.0% Q2 2026 Jul 21, 2026
Indivisible Partners History No change 377,855 37,400 2.11% 2.11% 251 0 0.0% Q2 2026 Aug 04, 2026
Provenance Wealth Advisors, LLC History No change 374,851 37,102 3.53% 3.53% 252 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 374,512 37,069 2.39% 2.39% 253 0 0.0% Q2 2026 Aug 05, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 370,792 36,701 15.36% 15.36% 254 0 0.0% Q2 2026 Aug 11, 2026
Elm Partners Management LLC History No change 369,207 36,544 1.09% 1.09% 255 0 0.0% Q2 2026 Oct 07, 2026
Advisory Services Network, LLC History No change 368,810 36,504 0.41% 0.41% 256 0 0.0% Q2 2026 Aug 12, 2026
First Bank & Trust History No change 366,803 36,306 5.34% 5.34% 257 0 0.0% Q2 2026 Jul 09, 2026
Financial Engines Advisors L.L.C. History No change 366,468 36,273 0.06% 0.06% 258 0 0.0% Q2 2026 Aug 14, 2026
McLean Asset Management Corp History No change 371,519 36,174 4.78% 4.78% 259 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 363,971 36,025 0.57% 0.57% 260 0 0.0% Q2 2026 Aug 07, 2026
Global Endowment Management, LP History No change 362,472 35,878 3.64% 3.64% 261 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 359,346 35,568 3.61% 3.61% 262 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Investment Partners, Inc. History No change 356,798 35,315 0.94% 0.94% 263 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 354,851 35,123 1.33% 1.33% 264 0 0.0% Q2 2026 Aug 13, 2026
Professional Financial Advisors, LLC History No change 352,310 34,871 6.03% 6.03% 265 0 0.0% Q2 2026 Jul 09, 2026
Summit Financial, LLC History No change 352,172 34,858 0.38% 0.38% 266 0 0.0% Q2 2026 Aug 12, 2026
Acumen Wealth Advisors, LLC History No change 349,345 34,578 7.33% 7.33% 267 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 349,298 34,573 0.44% 0.44% 268 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 347,719 34,417 2.21% 2.21% 269 0 0.0% Q2 2026 Aug 07, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 344,640 34,112 11.74% 11.74% 270 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 342,460 33,896 1.55% 1.55% 271 0 0.0% Q2 2026 Jul 23, 2026
UNITED BANK History No change 340,970 33,749 3.96% 3.96% 272 0 0.0% Q2 2026 Jul 30, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 340,140 33,667 1.98% 1.98% 273 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 338,933 33,547 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 14, 2026
P/E Global LLC History No change 338,206 33,475 2.15% 2.15% 275 0 0.0% Q2 2026 Jul 23, 2026
Kopp Family Office, LLC History No change 337,533 33,409 20.48% 20.48% 276 0 0.0% Q2 2026 Jul 09, 2026
Vise Technologies, Inc. History No change 337,480 33,403 0.38% 0.38% 277 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 335,347 33,192 5.21% 5.21% 278 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 333,643 33,024 0.5% 0.5% 279 0 0.0% Q2 2026 Aug 05, 2026
UNIQUE WEALTH, LLC History No change 330,744 32,737 3.82% 3.82% 280 0 0.0% Q2 2026 Jul 21, 2026
BayBridge Capital Group, LLC History No change 327,035 32,369 16.87% 16.87% 281 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History No change 326,649 32,331 0.32% 0.32% 282 0 0.0% Q2 2026 Aug 10, 2026
ETF Portfolio Partners, Inc. History No change 325,817 32,249 7.67% 7.67% 283 0 0.0% Q2 2026 Jul 13, 2026
Marquette Asset Management, LLC History No change 325,066 32,175 4.13% 4.13% 284 0 0.0% Q2 2026 Jul 09, 2026
Summit Asset Management, LLC History No change 324,822 32,150 4.12% 4.12% 285 0 0.0% Q2 2026 Aug 06, 2026
SVB WEALTH LLC History No change 323,014 31,971 2.02% 2.02% 286 0 0.0% Q2 2026 Jul 17, 2026
Waverly Advisors, LLC History No change 321,460 31,818 0.18% 0.18% 287 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 320,830 31,755 0.46% 0.46% 288 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 320,062 31,679 0.05% 0.05% 289 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 319,381 31,612 0.15% 0.15% 290 0 0.0% Q2 2026 Aug 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 318,393 31,514 1.37% 1.37% 291 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 317,134 31,389 0.14% 0.14% 292 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 315,575 31,236 0.49% 0.49% 293 0 0.0% Q2 2026 Aug 10, 2026
RHUMBLINE ADVISERS History No change 314,345 31,113 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 11, 2026
Fort Henry Capital, LLC History No change 313,230 31,003 17.08% 17.08% 295 0 0.0% Q2 2026 Jul 15, 2026
Sequent Planning LLC History No change 313,224 31,002 6.62% 6.62% 296 0 0.0% Q2 2026 Aug 14, 2026
First Citizens Asset Management, Inc. History No change 312,802 30,961 9.9% 9.9% 297 0 0.0% Q2 2026 Jul 17, 2026
BROWN ADVISORY INC History No change 312,639 30,944 0.05% 0.05% 298 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 310,716 30,754 1.82% 1.82% 299 0 0.0% Q2 2026 Aug 10, 2026
Eley Financial Management, Inc History No change 309,663 30,650 9.93% 9.93% 300 0 0.0% Q2 2026 Aug 11, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 308,699 30,554 2.95% 2.95% 301 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 307,520 30,438 0.92% 0.92% 302 0 0.0% Q2 2026 Jul 15, 2026
WealthPlan Investment Management, LLC History No change 305,978 30,285 1.5% 1.5% 303 0 0.0% Q2 2026 Jul 28, 2026
FIRST MERCHANTS CORP History No change 305,537 30,242 1.06% 1.06% 304 0 0.0% Q2 2026 Jul 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 302,046 29,896 1.53% 1.53% 305 0 0.0% Q2 2026 Jul 31, 2026
Beirne Wealth Consulting Services, LLC History No change 300,743 29,770 5.92% 5.92% 306 0 0.0% Q2 2026 Jul 15, 2026
Heartwood Wealth Advisors LLC History Added to 313,155 29,605 2.34% 2.36% 307 +6,703 2.19% Q3 2026 Oct 05, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 297,735 29,469 2.92% 2.92% 308 0 0.0% Q2 2026 Jul 29, 2026
Markin Asset Management, LP History No change 290,898 28,793 24.64% 24.64% 309 0 0.0% Q2 2026 Jul 13, 2026
Forefront Wealth Partners, LLC History No change 290,048 28,708 8.89% 8.89% 310 0 0.0% Q2 2026 Aug 20, 2026
HANCOCK WHITNEY CORP History No change 289,058 28,610 0.48% 0.48% 311 0 0.0% Q2 2026 Aug 14, 2026
Financial Designs Corp History No change 288,327 28,538 15.3% 15.3% 312 0 0.0% Q2 2026 Jul 10, 2026
Hudson Capital Management LLC History No change 284,336 28,143 6.8% 6.8% 313 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History No change 284,724 27,991 0.31% 0.31% 314 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 281,696 27,882 2.42% 2.42% 315 0 0.0% Q2 2026 Jul 20, 2026
BANK OF HAWAII History No change 280,398 27,753 1.37% 1.37% 316 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 279,831 27,697 0.17% 0.17% 317 0 0.0% Q2 2026 Aug 10, 2026
Ted Buchan & Co History No change 277,977 27,514 9.0% 9.0% 318 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 276,853 27,404 0.21% 0.21% 319 0 0.0% Q2 2026 Jul 17, 2026
Liberty Mutual Group Asset Management Inc. History No change 275,000 27,219 2.38% 2.38% 320 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 273,363 27,057 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 280,863 26,552 6.22% 6.47% 322 +10,322 3.82% Q3 2026 Oct 06, 2026
GP Brinson Investments LLC History No change 280,650 26,532 11.33% 11.34% 323 0 0.0% Q3 2026 Oct 01, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 266,472 26,375 1.39% 1.39% 324 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 263,856 26,116 0.64% 0.64% 325 0 0.0% Q2 2026 Jul 20, 2026
World Investment Advisors History No change 259,013 25,705 0.43% 0.43% 326 0 0.0% Q2 2026 Aug 13, 2026
iA Global Asset Management Inc. History No change 259,600 25,695 0.31% 0.31% 327 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 259,018 25,637 2.34% 2.34% 328 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 256,008 25,339 0.28% 0.28% 329 0 0.0% Q2 2026 Aug 04, 2026
CONNABLE OFFICE INC History No change 255,508 25,290 2.23% 2.23% 330 0 0.0% Q2 2026 Aug 03, 2026
CULTIVAR CAPITAL, INC. History No change 254,345 25,175 16.21% 16.21% 331 0 0.0% Q2 2026 Jul 07, 2026
Diversified Trust Co History No change 254,098 25,150 0.4% 0.4% 332 0 0.0% Q2 2026 Jul 17, 2026
Galvin, Gaustad & Stein, LLC History No change 253,257 25,067 1.85% 1.85% 333 0 0.0% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History No change 253,069 25,048 0.62% 0.62% 334 0 0.0% Q2 2026 Jul 27, 2026
Madison Asset Management, LLC History No change 252,075 24,950 0.3% 0.3% 335 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 251,168 24,860 0.16% 0.16% 336 0 0.0% Q2 2026 Sep 08, 2026
NATIXIS ADVISORS, LLC History No change 249,886 24,733 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 14, 2026
Sunflower Bank, N.A. History No change 249,745 24,719 5.91% 5.91% 338 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 248,550 24,601 0.64% 0.64% 339 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 247,748 24,522 0.8% 0.8% 340 0 0.0% Q2 2026 Jul 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 247,675 24,514 2.32% 2.32% 341 0 0.0% Q2 2026 Aug 12, 2026
Matrix Trust Co History Added to 259,226 24,507 3.56% 3.69% 342 +1,903 0.74% Q3 2026 Oct 07, 2026
Snider Financial Group History No change 246,229 24,371 6.2% 6.2% 343 0 0.0% Q2 2026 Jul 14, 2026
Rakuten Investment Management, Inc. History No change 241,493 23,997 0.07% 0.07% 344 0 0.0% Q2 2026 Aug 17, 2026
Columbia Bank History No change 241,181 23,872 5.35% 5.35% 345 0 0.0% Q2 2026 Jul 24, 2026
FIRST HAWAIIAN BANK History No change 241,175 23,871 3.02% 3.02% 346 0 0.0% Q2 2026 Jul 13, 2026
CHEMUNG CANAL TRUST CO History No change 240,707 23,825 4.4% 4.4% 347 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 238,261 23,583 0.22% 0.22% 348 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 236,811 23,439 0.22% 0.22% 349 0 0.0% Q2 2026 Aug 06, 2026
Tandem Wealth Advisors LLC History No change 235,324 23,292 9.27% 9.27% 350 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 235,271 23,287 1.9% 1.9% 351 0 0.0% Q2 2026 Aug 06, 2026
Texas Capital Bank Wealth Management Services Inc History No change 232,873 23,049 1.23% 1.23% 352 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 231,503 22,914 0.31% 0.31% 353 0 0.0% Q2 2026 Aug 12, 2026
Tanager Wealth Management LLP History No change 227,275 22,495 1.96% 1.96% 354 0 0.0% Q2 2026 Jul 23, 2026
Ally Invest Advisors Inc. History No change 226,868 22,455 1.36% 1.36% 355 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 225,843 22,353 0.51% 0.51% 356 0 0.0% Q2 2026 Jul 22, 2026
Thayer Partners, LLC / MA History No change 224,064 22,177 9.18% 9.18% 357 0 0.0% Q2 2026 Jul 31, 2026
WRAPMANAGER INC History No change 223,892 22,160 6.93% 6.93% 358 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 223,499 22,121 0.25% 0.25% 359 0 0.0% Q2 2026 Jul 29, 2026
Sheridan Capital Management, LLC History No change 223,099 22,082 10.63% 10.63% 360 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 222,404 22,013 0.62% 0.62% 361 0 0.0% Q2 2026 Aug 10, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 222,133 21,986 7.96% 7.96% 362 0 0.0% Q2 2026 Aug 07, 2026
Omega Financial Group, LLC History No change 216,553 21,434 6.52% 6.52% 363 0 0.0% Q2 2026 Jul 21, 2026
Stamos Capital Partners, L.P. History No change 216,193 21,398 3.28% 3.28% 364 0 0.0% Q2 2026 Aug 13, 2026
BALLAST ADVISORS LLC History No change 215,046 21,285 5.07% 5.07% 365 0 0.0% Q2 2026 Aug 12, 2026
INSIGHT 2811, INC. History No change 214,231 21,204 8.2% 8.2% 366 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 214,136 21,195 1.03% 1.03% 367 0 0.0% Q2 2026 Jul 31, 2026
Hudock, Inc. History No change 212,568 21,040 2.69% 2.69% 368 0 0.0% Q2 2026 Jul 31, 2026
Alliance Wealth Management Group History No change 212,383 21,020 4.09% 4.09% 369 0 0.0% Q2 2026 Aug 04, 2026
TRB Wealth Management, LLC History No change 210,632 20,848 2.78% 2.78% 370 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 209,861 20,772 0.11% 0.11% 371 0 0.0% Q2 2026 Aug 11, 2026
Lutz Financial Services LLC History No change 208,958 20,682 1.26% 1.26% 372 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Advisors History No change 208,780 20,665 1.44% 1.44% 373 0 0.0% Q2 2026 Aug 11, 2026
Garde Capital, Inc. History No change 208,346 20,622 0.92% 0.92% 374 0 0.0% Q2 2026 Jul 31, 2026
ES4, LLC History No change 207,027 20,491 10.76% 10.76% 375 0 0.0% Q2 2026 Jul 29, 2026
DSG Capital Advisors, LLC History No change 207,656 20,350 2.89% 2.89% 376 0 0.0% Q2 2026 Aug 06, 2026
KELLY FINANCIAL GROUP LLC History No change 204,205 20,212 4.49% 4.49% 377 0 0.0% Q2 2026 Jul 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 203,469 20,139 5.67% 5.67% 378 0 0.0% Q2 2026 Jul 17, 2026
Scissortail Wealth Management, LLC History No change 202,137 20,007 3.85% 3.85% 379 0 0.0% Q2 2026 Aug 05, 2026
Chesapeake Wealth Management History No change 202,075 20,001 5.61% 5.61% 380 0 0.0% Q2 2026 Aug 13, 2026
Sunesis Advisors, LLC History No change 201,340 19,928 8.24% 8.24% 381 0 0.0% Q2 2026 Jul 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 200,698 19,865 1.15% 1.15% 382 0 0.0% Q2 2026 Jul 15, 2026
TCI Wealth Advisors, Inc. History No change 200,623 19,857 0.86% 0.86% 383 0 0.0% Q2 2026 Jul 29, 2026
Legacy Private Trust Co. History Reduced 207,809 19,646 1.07% 1.21% 384 -12,393 -5.63% Q3 2026 Oct 06, 2026
Dakota Wealth Management History No change 197,691 19,567 0.37% 0.37% 385 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT CAPITAL STRATEGIES History No change 197,004 19,499 6.77% 6.77% 386 0 0.0% Q2 2026 Aug 13, 2026
Passaic Partners LLC History No change 193,201 19,123 1.41% 1.41% 387 0 0.0% Q2 2026 Aug 14, 2026
Joel Adams & Associates, Inc. History No change 191,138 18,918 12.15% 12.15% 388 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth Group, LLC History No change 188,336 18,641 1.1% 1.1% 389 0 0.0% Q2 2026 Jul 27, 2026
FIRST HORIZON CORP History No change 187,656 18,574 0.71% 0.71% 390 0 0.0% Q2 2026 Jul 20, 2026
MERIDIAN MANAGEMENT CO History No change 186,700 18,479 4.15% 4.15% 391 0 0.0% Q2 2026 Aug 04, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 186,201 18,430 2.58% 2.58% 392 0 0.0% Q2 2026 Aug 12, 2026
TCP Asset Management, LLC History No change 183,413 18,154 2.06% 2.06% 393 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 183,008 18,114 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 04, 2026
Bouchey Financial Group, Ltd. History No change 182,758 18,089 1.17% 1.17% 395 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 181,117 17,926 0.11% 0.11% 396 0 0.0% Q2 2026 Jul 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 180,684 17,884 1.82% 1.82% 397 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 180,155 17,831 1.61% 1.61% 398 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 178,747 17,692 2.11% 2.11% 399 0 0.0% Q2 2026 Sep 02, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 178,644 17,682 3.53% 3.53% 400 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 177,616 17,580 0.19% 0.19% 401 0 0.0% Q2 2026 Aug 03, 2026
Alpha Financial Partners LLC History No change 176,374 17,457 9.17% 9.17% 402 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Group, LLC History No change 176,302 17,450 16.72% 16.72% 403 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Partners, LTD. History No change 175,437 17,364 0.17% 0.17% 404 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 174,976 17,319 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 174,438 17,265 0.18% 0.18% 406 0 0.0% Q2 2026 Aug 03, 2026
WASHINGTON TRUST Co History No change 173,092 17,132 0.53% 0.53% 407 0 0.0% Q2 2026 Aug 03, 2026
Summit Wealth Partners, LLC History No change 169,947 16,821 2.4% 2.4% 408 0 0.0% Q2 2026 Aug 03, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 169,699 16,796 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 13, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 167,570 16,586 12.39% 12.39% 410 0 0.0% Q2 2026 Aug 05, 2026
Genus Capital Management Inc. History No change 167,450 16,574 1.63% 1.63% 411 0 0.0% Q2 2026 Jul 29, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 166,500 16,480 0.07% 0.07% 412 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 165,146 16,346 0.51% 0.51% 413 0 0.0% Q2 2026 Jul 30, 2026
Family Capital Trust Co History No change 164,373 16,269 5.29% 5.29% 414 0 0.0% Q2 2026 Jul 30, 2026
Financial Partners Group, Inc History No change 164,064 16,239 1.65% 1.65% 415 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 163,669 16,200 4.64% 4.64% 416 0 0.0% Q2 2026 Jul 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 163,475 16,180 0.35% 0.35% 417 0 0.0% Q2 2026 Jul 17, 2026
North Berkeley Wealth Management, LLC History No change 163,252 16,158 6.53% 6.53% 418 0 0.0% Q2 2026 Jul 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 161,572 15,992 0.12% 0.12% 419 0 0.0% Q2 2026 Aug 14, 2026
Smith & Howard Wealth Management, LLC History No change 161,324 15,967 3.17% 3.17% 420 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 161,259 15,961 0.57% 0.57% 421 0 0.0% Q2 2026 Aug 14, 2026
Mullooly Asset Management, Inc. History No change 160,987 15,934 4.9% 4.9% 422 0 0.0% Q2 2026 Aug 05, 2026
Sound Financial Strategies Group, LLC History No change 160,502 15,886 10.09% 10.09% 423 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 160,324 15,868 1.27% 1.27% 424 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 159,599 15,795 0.5% 0.5% 425 0 0.0% Q2 2026 Aug 11, 2026
Caldwell Trust Co History No change 158,921 15,730 1.27% 1.27% 426 0 0.0% Q2 2026 Aug 03, 2026
Arrowroot Family Office, LLC History No change 158,730 15,711 4.5% 4.5% 427 0 0.0% Q2 2026 Aug 06, 2026
Foguth Wealth Management, LLC. History No change 160,313 15,702 1.79% 1.79% 428 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 160,451 15,674 0.82% 0.82% 429 0 0.0% Q2 2026 Aug 14, 2026
Granite Harbor Advisors, Inc. History No change 156,231 15,463 6.11% 6.11% 430 0 0.0% Q2 2026 Jul 31, 2026
MARQUETTE ASSOCIATES, INC. History No change 155,973 15,438 11.25% 11.25% 431 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 155,802 15,421 0.77% 0.77% 432 0 0.0% Q2 2026 Jul 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 155,773 15,418 0.19% 0.19% 433 0 0.0% Q2 2026 Jul 24, 2026
FC Advisory LLC History Added to 162,365 15,349 4.02% 3.99% 434 +10,218 6.72% Q3 2026 Oct 05, 2026
Evensky & Katz LLC History No change 155,002 15,342 0.79% 0.79% 435 0 0.0% Q2 2026 Jul 22, 2026
Sharp Wealth Advisory, LLC History No change 154,625 15,304 7.09% 7.09% 436 0 0.0% Q2 2026 Jul 24, 2026
Diversify Advisory Services, LLC History No change 156,611 15,299 0.26% 0.26% 437 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 156,611 15,299 0.26% 0.26% 438 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 154,080 15,250 0.32% 0.32% 439 0 0.0% Q2 2026 Jul 29, 2026
Providence First Trust Co History No change 153,747 15,217 4.26% 4.26% 440 0 0.0% Q2 2026 Jul 27, 2026
FAGAN ASSOCIATES, INC. History No change 153,268 15,170 1.87% 1.87% 441 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 152,297 15,074 0.08% 0.08% 442 0 0.0% Q2 2026 Jul 17, 2026
MOTIVE WEALTH ADVISORS History No change 151,575 15,002 6.17% 6.17% 443 0 0.0% Q2 2026 Jul 20, 2026
Eagle Strategies LLC History No change 150,069 14,853 1.48% 1.48% 444 0 0.0% Q2 2026 Jul 21, 2026
CVS HEALTH Corp History No change 149,700 14,817 6.58% 6.58% 445 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIENT ADVISORS LLC History No change 149,252 14,772 2.12% 2.12% 446 0 0.0% Q2 2026 Aug 07, 2026
Tide Cove Capital Partners LLC History No change 151,241 14,770 9.56% 9.56% 447 0 0.0% Q2 2026 Aug 07, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 149,048 14,752 0.42% 0.42% 448 0 0.0% Q2 2026 Aug 05, 2026
OLD NATIONAL BANCORP /IN/ History No change 148,288 14,677 0.29% 0.29% 449 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD SECURITIES, INC. History No change 146,764 14,526 0.83% 0.83% 450 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone National Bank & Trust Co History No change 146,751 14,454 4.89% 4.89% 451 0 0.0% Q2 2026 Jul 21, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 145,605 14,412 1.41% 1.41% 452 0 0.0% Q2 2026 Jul 28, 2026
Montecito Bank & Trust History Added to 152,156 14,384 2.18% 2.24% 453 +1,206 0.8% Q3 2026 Oct 01, 2026
One Day In July LLC History No change 144,680 14,320 1.0% 1.0% 454 0 0.0% Q2 2026 Aug 03, 2026
SFAM, LLC History No change 144,594 14,311 11.67% 11.67% 455 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History No change 142,503 14,104 0.43% 0.43% 456 0 0.0% Q2 2026 Jul 31, 2026
Facet Wealth, Inc. History No change 142,416 14,096 0.2% 0.2% 457 0 0.0% Q2 2026 Jul 27, 2026
BCS Wealth Management History No change 142,203 14,075 2.54% 2.54% 458 0 0.0% Q2 2026 Jul 16, 2026
High Note Wealth, LLC History No change 142,048 14,059 2.4% 2.4% 459 0 0.0% Q2 2026 Jul 23, 2026
Catalyst Capital Advisors LLC History No change 142,032 14,058 0.23% 0.23% 460 0 0.0% Q2 2026 Jul 24, 2026
Somnio Financial Group, LLC History No change 141,923 14,047 8.32% 8.32% 461 0 0.0% Q2 2026 Jul 06, 2026
McGlone Suttner Wealth Management, Inc. History No change 140,716 13,928 1.63% 1.63% 462 0 0.0% Q2 2026 Jul 21, 2026
High Net Worth Advisory Group LLC History No change 140,341 13,890 2.95% 2.95% 463 0 0.0% Q2 2026 Jul 29, 2026
Asset Allocation Strategies LLC History No change 139,076 13,765 2.12% 2.12% 464 0 0.0% Q2 2026 Aug 17, 2026
Freestate Advisors LLC History No change 137,105 13,570 10.14% 10.14% 465 0 0.0% Q2 2026 Jul 09, 2026
HUNTINGTON NATIONAL BANK History No change 136,498 13,510 0.07% 0.07% 466 0 0.0% Q2 2026 Aug 13, 2026
LMG Wealth Partners, LLC History No change 136,337 13,494 2.16% 2.16% 467 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 135,121 13,374 0.23% 0.23% 468 0 0.0% Q2 2026 Jul 21, 2026
Townsend Financial Planning, LLC History No change 132,713 13,135 11.45% 11.45% 469 0 0.0% Q2 2026 Aug 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 131,987 13,115 0.01% 0.01% 470 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 131,882 13,057 0.19% 0.19% 471 0 0.0% Q2 2026 Jul 15, 2026
Accelerate Investment Advisors LLC History No change 131,339 12,999 7.46% 7.46% 472 0 0.0% Q2 2026 Aug 12, 2026
AMES NATIONAL CORP History No change 131,303 12,996 7.15% 7.15% 473 0 0.0% Q2 2026 Aug 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 131,150 12,981 0.66% 0.66% 474 0 0.0% Q2 2026 Jul 23, 2026
OFS Enterprise LLC History No change 129,872 12,854 3.28% 3.28% 475 0 0.0% Q2 2026 Jul 08, 2026
Aquire Wealth Advisors, LLC History No change 129,620 12,829 2.94% 2.94% 476 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 128,789 12,747 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 128,683 12,737 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 14, 2026
Mann Financial Group, Inc. History No change 128,194 12,688 10.62% 10.62% 479 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 128,041 12,673 0.15% 0.15% 480 0 0.0% Q2 2026 Aug 13, 2026
NDWM LLC History No change 127,840 12,653 7.43% 7.43% 481 0 0.0% Q2 2026 Jul 23, 2026
Blue Chip Partners, LLC History No change 127,755 12,645 0.8% 0.8% 482 0 0.0% Q2 2026 Aug 14, 2026
Slow Capital, Inc. History No change 127,150 12,585 1.47% 1.47% 483 0 0.0% Q2 2026 Jul 22, 2026
Laird Norton Wetherby Trust Company, LLC History No change 126,022 12,473 0.24% 0.24% 484 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 125,774 12,449 1.58% 1.58% 485 0 0.0% Q2 2026 Aug 11, 2026
U S WEALTH GROUP, LLC. History No change 125,476 12,419 7.44% 7.44% 486 0 0.0% Q2 2026 Sep 10, 2026
Peak Financial Management, Inc. History No change 125,149 12,387 2.84% 2.84% 487 0 0.0% Q2 2026 Jul 20, 2026
Granite Bay Wealth Management, LLC History No change 124,466 12,320 1.13% 1.13% 488 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 123,521 12,226 0.16% 0.16% 489 0 0.0% Q2 2026 Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 122,304 12,105 0.89% 0.89% 490 0 0.0% Q2 2026 Aug 03, 2026
COREPATH WEALTH PARTNERS LLC History No change 123,414 12,099 7.55% 7.55% 491 0 0.0% Q2 2026 Jul 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 122,041 12,079 0.05% 0.05% 492 0 0.0% Q2 2026 Aug 10, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 122,587 12,074 2.54% 2.54% 493 0 0.0% Q2 2026 Jul 15, 2026
Sandy Cove Advisors, LLC History No change 121,827 12,058 3.02% 3.02% 494 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL BANK & TRUST CO History No change 121,637 12,039 1.71% 1.71% 495 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 121,624 12,038 0.07% 0.07% 496 0 0.0% Q2 2026 Jul 29, 2026
Timonier Family Office, LTD. History No change 121,246 12,000 3.39% 3.39% 497 0 0.0% Q2 2026 Aug 03, 2026
Wescott Financial Advisory Group, LLC History No change 120,222 11,899 0.92% 0.92% 498 0 0.0% Q2 2026 Aug 04, 2026
Parkway Wealth Management Group, LLC History No change 119,824 11,860 1.37% 1.37% 499 0 0.0% Q2 2026 Jul 27, 2026
LifePlan Investment Advisors, Inc. History No change 119,048 11,783 4.06% 4.06% 500 0 0.0% Q2 2026 Aug 11, 2026
Carbahal Olsen Financial Services Group, LLC History No change 118,579 11,736 8.15% 8.15% 501 0 0.0% Q2 2026 Aug 14, 2026
Westerkirk Capital Inc. History No change 117,900 11,669 1.12% 1.12% 502 0 0.0% Q2 2026 Aug 10, 2026
LeConte Wealth Management, LLC History No change 117,507 11,630 6.34% 6.34% 503 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 116,486 11,529 0.12% 0.12% 504 0 0.0% Q2 2026 Aug 06, 2026
D L CARLSON INVESTMENT GROUP INC History No change 114,989 11,381 1.81% 1.81% 505 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 114,823 11,355 0.3% 0.3% 506 0 0.0% Q2 2026 Jul 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 114,310 11,314 0.52% 0.52% 507 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 113,917 11,275 0.37% 0.37% 508 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 113,756 11,259 0.23% 0.23% 509 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 113,612 11,245 0.19% 0.19% 510 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners OCIO LLC History No change 113,244 11,208 0.57% 0.57% 511 0 0.0% Q2 2026 Aug 14, 2026
Independent Solutions Wealth Management, LLC History No change 112,822 11,167 1.46% 1.46% 512 0 0.0% Q2 2026 Jul 29, 2026
COUNTRY TRUST BANK History No change 112,229 11,108 0.19% 0.19% 513 0 0.0% Q2 2026 Jul 15, 2026
Accurate Wealth Management, LLC History No change 113,261 11,108 1.06% 1.06% 514 0 0.0% Q2 2026 Jul 14, 2026
Roundview Capital LLC History No change 112,153 11,100 0.61% 0.61% 515 0 0.0% Q2 2026 Jul 30, 2026
Cosner Financial Group, LLC History No change 111,674 11,053 5.68% 5.68% 516 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 110,607 10,947 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 110,518 10,939 0.2% 0.2% 518 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 111,364 10,933 0.28% 0.28% 519 0 0.0% Q2 2026 Jul 15, 2026
Harpswell Capital Advisors, LLC History No change 110,163 10,903 7.0% 7.0% 520 0 0.0% Q2 2026 Aug 05, 2026
NorthCoast Asset Management LLC History No change 109,549 10,843 0.24% 0.24% 521 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 109,462 10,834 0.44% 0.44% 522 0 0.0% Q2 2026 Jul 27, 2026
Merited Wealth, LLC History No change 108,259 10,715 7.58% 7.58% 523 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 108,177 10,707 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 11, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 113,074 10,690 2.74% 2.57% 525 +13,073 13.07% Q3 2026 Oct 06, 2026
Main Management LLC History No change 107,886 10,679 0.72% 0.72% 526 0 0.0% Q2 2026 Aug 14, 2026
Koenig Investment Advisory, LLC History No change 107,644 10,654 8.28% 8.28% 527 0 0.0% Q2 2026 Jul 16, 2026
Midwestern Financial, LLC /IA History No change 107,267 10,617 7.43% 7.43% 528 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 107,044 10,595 0.6% 0.6% 529 0 0.0% Q2 2026 Jul 29, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 107,489 10,528 8.25% 8.25% 530 0 0.0% Q2 2026 Aug 13, 2026
STAR Financial Bank History No change 105,818 10,473 4.27% 4.27% 531 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 105,579 10,450 0.26% 0.26% 532 0 0.0% Q2 2026 Aug 07, 2026
Investment Research Partners LLC History No change 104,143 10,308 3.49% 3.49% 533 0 0.0% Q2 2026 Aug 04, 2026
HTG Investment Advisors, Inc. History No change 103,848 10,278 2.63% 2.63% 534 0 0.0% Q2 2026 Aug 06, 2026
Strategic Financial Partners, Ltd. History No change 103,542 10,248 3.87% 3.87% 535 0 0.0% Q2 2026 Aug 03, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 103,176 10,197 6.22% 6.22% 536 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 102,658 10,161 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 13, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 102,330 10,128 3.62% 3.62% 538 0 0.0% Q2 2026 Jul 21, 2026
Optas, LLC History No change 101,009 9,998 1.4% 1.4% 539 0 0.0% Q2 2026 Jul 21, 2026
JT Stratford LLC History No change 100,926 9,989 1.1% 1.1% 540 0 0.0% Q2 2026 Aug 14, 2026
Storen Legacy Partners, LLC History No change 100,232 9,920 2.7% 2.7% 541 0 0.0% Q2 2026 Jul 17, 2026
Edgestream Partners, L.P. History No change 99,843 9,882 0.29% 0.29% 542 0 0.0% Q2 2026 Aug 11, 2026
Lifestyle Asset Management, Inc. History No change 99,359 9,834 2.64% 2.64% 543 0 0.0% Q2 2026 Jul 20, 2026
Blankinship & Foster, LLC History No change 99,129 9,811 1.98% 1.98% 544 0 0.0% Q2 2026 Jul 30, 2026
Westside Investment Management, Inc. History No change 99,000 9,799 1.29% 1.29% 545 0 0.0% Q2 2026 Jul 27, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 103,603 9,794 2.84% 2.99% 546 -391 -0.38% Q3 2026 Oct 05, 2026
Amtrust Financial Services, Inc. History No change 98,560 9,755 2.9% 2.9% 547 0 0.0% Q2 2026 Jul 29, 2026
Hirtle & Co., LLC History No change 98,215 9,721 0.32% 0.32% 548 0 0.0% Q2 2026 Aug 14, 2026
Silver Coast Investments LLC History No change 97,875 9,687 2.88% 2.88% 549 0 0.0% Q2 2026 Jul 24, 2026
Crabel Capital Management, LLC History No change 97,734 9,673 7.06% 7.06% 550 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 96,370 9,538 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 12, 2026
Glassy Mountain Advisors, Inc. History No change 96,102 9,512 2.6% 2.6% 552 0 0.0% Q2 2026 Jul 31, 2026
Clearwater Capital Advisors, LLC History No change 95,075 9,410 0.69% 0.69% 553 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 94,895 9,392 0.47% 0.47% 554 0 0.0% Q2 2026 Jul 16, 2026
DRW Securities, LLC History No change 94,823 9,385 0.23% 0.23% 555 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Navigators CORP History No change 94,162 9,320 3.49% 3.49% 556 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 93,981 9,302 0.9% 0.9% 557 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 93,781 9,282 0.17% 0.17% 558 0 0.0% Q2 2026 Jul 20, 2026
ACT WEALTH MANAGEMENT, LLC History No change 93,582 9,262 2.72% 2.72% 559 0 0.0% Q2 2026 Jul 07, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 93,542 9,258 3.15% 3.15% 560 0 0.0% Q2 2026 Jul 21, 2026
NewSquare Capital LLC History No change 93,072 9,212 0.68% 0.68% 561 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 92,901 9,195 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
TPG Advisors LLC History No change 92,818 9,187 5.04% 5.04% 563 0 0.0% Q2 2026 Jul 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 92,585 9,164 1.83% 1.83% 564 0 0.0% Q2 2026 Jul 22, 2026
Frisco Financial Planning LLC History Added to 96,674 9,139 7.11% 7.02% 565 +2,539 2.7% Q3 2026 Oct 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 92,175 9,123 0.34% 0.34% 566 0 0.0% Q2 2026 Aug 14, 2026
Livet Wealth, LLC History No change 92,065 9,112 5.26% 5.26% 567 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 90,811 8,988 0.21% 0.21% 568 0 0.0% Q2 2026 Aug 14, 2026
Emergent Wealth Advisors, LLC History No change 91,216 8,978 4.67% 4.67% 569 0 0.0% Q2 2026 Jul 13, 2026
DURANTE & WATERS, LLC History No change 90,657 8,973 5.88% 5.88% 570 0 0.0% Q2 2026 Aug 10, 2026
Addis & Hill, Inc History No change 90,456 8,953 4.93% 4.93% 571 0 0.0% Q2 2026 Jul 07, 2026
Firestone Capital Management History No change 90,448 8,952 1.67% 1.67% 572 0 0.0% Q2 2026 Jul 31, 2026
Vericrest Private Wealth History No change 90,226 8,930 7.95% 7.95% 573 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Group, LLC / IL History No change 89,833 8,891 2.17% 2.17% 574 0 0.0% Q2 2026 Jul 30, 2026
Financial & Tax Architects, LLC History No change 89,492 8,857 1.87% 1.87% 575 0 0.0% Q2 2026 Jul 23, 2026
Aventus Investment Advisors, Inc. History No change 88,891 8,798 6.45% 6.45% 576 0 0.0% Q2 2026 Jul 24, 2026
Wayfinding Financial, LLC History No change 87,631 8,673 3.28% 3.28% 577 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History Reduced 91,638 8,663 0.81% 1.03% 578 -26,088 -22.16% Q3 2026 Oct 01, 2026
Capstone Financial Advisors, Inc. History No change 87,126 8,623 0.42% 0.42% 579 0 0.0% Q2 2026 Aug 14, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 87,059 8,617 6.9% 6.9% 580 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 86,957 8,607 0.13% 0.13% 581 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 87,256 8,604 0.57% 0.57% 582 0 0.0% Q2 2026 Jul 16, 2026
Chicago Partners Investment Group LLC History No change 87,947 8,560 0.17% 0.17% 583 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 86,237 8,535 0.29% 0.29% 584 0 0.0% Q2 2026 Aug 06, 2026
Atria Investments, Inc History No change 85,658 8,478 0.08% 0.08% 585 0 0.0% Q2 2026 Jul 28, 2026
Premier Path Wealth Partners, LLC History No change 84,914 8,404 0.97% 0.97% 586 0 0.0% Q2 2026 Jul 21, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 84,500 8,363 3.51% 3.51% 587 0 0.0% Q2 2026 Jul 15, 2026
Erickson Financial Group, LLC History No change 84,132 8,327 4.46% 4.46% 588 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 84,038 8,318 0.2% 0.2% 589 0 0.0% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 84,051 8,316 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 10, 2026
Chesley Taft & Associates LLC History No change 83,979 8,312 0.32% 0.32% 591 0 0.0% Q2 2026 Jul 08, 2026
Greykasell Wealth Strategies, Inc. History No change 82,761 8,191 2.97% 2.97% 592 0 0.0% Q2 2026 Aug 11, 2026
FDx Advisors, Inc. History No change 82,452 8,161 2.46% 2.46% 593 0 0.0% Q2 2026 Aug 04, 2026
Fortis Capital Advisors, LLC History No change 81,785 8,095 0.91% 0.91% 594 0 0.0% Q2 2026 Jul 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 81,168 8,032 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 13, 2026
Curry Webb Wealth Management LLC History No change 81,049 8,022 3.32% 3.32% 596 0 0.0% Q2 2026 Aug 13, 2026
Boomfish Wealth Group, LLC History No change 81,036 8,020 3.65% 3.65% 597 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 81,024 8,019 0.54% 0.54% 598 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History No change 81,393 7,970 0.59% 0.59% 599 0 0.0% Q2 2026 Jul 29, 2026
Navigate Wealth Management, LLC History No change 81,078 7,961 4.93% 4.93% 600 0 0.0% Q2 2026 Jul 23, 2026
Global Assets Advisory, LLC History No change 80,280 7,911 1.73% 1.73% 601 0 0.0% Q2 2026 Jul 27, 2026
Van Hulzen Asset Management, LLC History No change 78,753 7,794 0.55% 0.55% 602 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 78,467 7,767 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 81,544 7,709 2.07% 2.01% 604 +4,199 5.43% Q3 2026 Oct 02, 2026
Atlas Private Wealth Advisors History No change 77,621 7,682 1.68% 1.68% 605 0 0.0% Q2 2026 Jul 27, 2026
Alamar Capital Management, LLC History No change 77,150 7,636 3.86% 3.86% 606 0 0.0% Q2 2026 Aug 07, 2026
Oasis Advisors, LLC History No change 76,980 7,619 4.94% 4.94% 607 0 0.0% Q2 2026 Jul 30, 2026
Regal Investment Advisors LLC History No change 76,418 7,563 0.39% 0.39% 608 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 76,005 7,522 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 14, 2026
MKD WEALTH COACHES, LLC History No change 75,702 7,492 6.4% 6.4% 610 0 0.0% Q2 2026 Jul 14, 2026
Walker Financial Services, Inc. History No change 75,444 7,467 2.31% 2.31% 611 0 0.0% Q2 2026 Jul 15, 2026
Avantax Planning Partners, Inc. History No change 75,355 7,458 0.19% 0.19% 612 0 0.0% Q2 2026 Jul 28, 2026
City State Bank History No change 75,203 7,443 1.71% 1.71% 613 0 0.0% Q2 2026 Jul 14, 2026
IHT Wealth Management, LLC History No change 75,112 7,434 0.16% 0.16% 614 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 74,995 7,423 2.24% 2.24% 615 0 0.0% Q2 2026 Jul 15, 2026
Galaxy Digital Inc. History No change 75,000 7,423 0.44% 0.44% 616 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 74,824 7,406 0.09% 0.09% 617 0 0.0% Q2 2026 Aug 07, 2026
All Terrain Financial Advisors, LLC History No change 73,969 7,321 1.19% 1.19% 618 0 0.0% Q2 2026 Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 73,937 7,318 0.74% 0.74% 619 0 0.0% Q2 2026 Jul 24, 2026
Cedar Mountain Advisors, LLC History No change 73,919 7,316 1.26% 1.26% 620 0 0.0% Q2 2026 Jul 02, 2026
Ameritas Advisory Services, LLC History No change 73,599 7,284 0.15% 0.15% 621 0 0.0% Q2 2026 Aug 14, 2026
LGL PARTNERS, LLC History No change 73,550 7,279 2.66% 2.66% 622 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 73,512 7,276 0.28% 0.28% 623 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 73,243 7,270 0.2% 0.2% 624 0 0.0% Q2 2026 Aug 13, 2026
Sellwood Investment Partners LLC History No change 72,941 7,219 2.55% 2.55% 625 0 0.0% Q2 2026 Jul 27, 2026
Astoria Strategic Wealth, Inc. History No change 72,910 7,216 1.65% 1.65% 626 0 0.0% Q2 2026 Jul 16, 2026
Counterweight Ventures, LLC History No change 72,592 7,185 3.58% 3.58% 627 0 0.0% Q2 2026 Jul 23, 2026
Kagan Cocozza Asset Management History No change 72,064 7,132 4.47% 4.47% 628 0 0.0% Q2 2026 Aug 06, 2026
Csenge Advisory Group History No change 72,033 7,129 0.29% 0.29% 629 0 0.0% Q2 2026 Aug 10, 2026
Systematic Alpha Investments, LLC History No change 72,000 7,126 0.19% 0.19% 630 0 0.0% Q2 2026 Aug 13, 2026
JGP Wealth Management, LLC History No change 71,752 7,102 0.64% 0.64% 631 0 0.0% Q2 2026 Jul 07, 2026
IFG Advisory, LLC History No change 71,640 7,090 0.25% 0.25% 632 0 0.0% Q2 2026 Aug 13, 2026
PLIMOTH TRUST CO LLC History No change 71,571 7,084 1.41% 1.41% 633 0 0.0% Q2 2026 Jul 28, 2026
ATLas Financial Planning LLC History No change 71,104 7,037 5.71% 5.71% 634 0 0.0% Q2 2026 Jul 22, 2026
Onyx Bridge Wealth Group LLC History No change 71,025 7,030 0.63% 0.63% 635 0 0.0% Q2 2026 Jul 23, 2026
Triad Wealth Partners, LLC History No change 71,989 7,001 0.41% 0.41% 636 0 0.0% Q2 2026 Aug 10, 2026
FSA WEALTH PARTNERS, INC. History No change 70,525 6,980 1.75% 1.75% 637 0 0.0% Q2 2026 Aug 03, 2026
Sovereign Investment Advisors, LLC History No change 70,318 6,960 1.31% 1.31% 638 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 70,311 6,959 0.43% 0.43% 639 0 0.0% Q2 2026 Jul 23, 2026
CBM Financial, LLC History No change 70,820 6,954 4.14% 4.14% 640 0 0.0% Q2 2026 Aug 10, 2026
Liberty Atlantic Advisors LLC History No change 69,587 6,887 4.96% 4.96% 641 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 69,579 6,886 0.06% 0.06% 642 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 68,847 6,814 0.24% 0.24% 643 0 0.0% Q2 2026 Aug 12, 2026
WealthSpring Partners, LLC History No change 68,719 6,801 5.84% 5.84% 644 0 0.0% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 68,705 6,800 0.05% 0.05% 645 0 0.0% Q2 2026 Aug 14, 2026
Redwood Park Advisors LLC History No change 68,593 6,789 4.46% 4.46% 646 0 0.0% Q2 2026 Aug 11, 2026
Midwest Professional Planners, LTD. History No change 68,382 6,768 1.33% 1.33% 647 0 0.0% Q2 2026 Aug 05, 2026
WealthPLAN Partners, LLC History No change 68,139 6,744 1.29% 1.29% 648 0 0.0% Q2 2026 Jul 28, 2026
REDW Wealth LLC History No change 68,062 6,736 2.41% 2.41% 649 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History No change 66,807 6,612 0.15% 0.15% 650 0 0.0% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History No change 66,605 6,611 0.27% 0.27% 651 0 0.0% Q2 2026 Jul 09, 2026
Innova Wealth Partners History No change 66,593 6,591 2.7% 2.7% 652 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 66,547 6,586 0.36% 0.36% 653 0 0.0% Q2 2026 Jul 28, 2026
Apollon Wealth Management, LLC History No change 65,796 6,512 0.08% 0.08% 654 0 0.0% Q2 2026 Jul 22, 2026
Ameliora Wealth Management Ltd. History No change 64,790 6,412 1.9% 1.9% 655 0 0.0% Q2 2026 Jul 24, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 64,724 6,406 1.37% 1.37% 656 0 0.0% Q2 2026 Jul 16, 2026
Tillman Hartley LLC History No change 64,579 6,392 1.44% 1.44% 657 0 0.0% Q2 2026 Aug 06, 2026
Destiny Capital Corp/CO History No change 64,530 6,387 2.97% 2.97% 658 0 0.0% Q2 2026 Aug 10, 2026
Grove Bank & Trust History No change 64,508 6,385 0.63% 0.63% 659 0 0.0% Q2 2026 Jul 07, 2026
Element Wealth, LLC History No change 63,580 6,293 2.36% 2.36% 660 0 0.0% Q2 2026 Aug 14, 2026
RKL Wealth Management LLC History No change 63,551 6,290 0.5% 0.5% 661 0 0.0% Q2 2026 Aug 10, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 63,520 6,233 5.48% 5.48% 662 0 0.0% Q2 2026 Jul 16, 2026
Aspect Partners, LLC History No change 62,920 6,227 2.32% 2.32% 663 0 0.0% Q2 2026 Jul 16, 2026
Summit Wealth Group, LLC History No change 62,901 6,225 1.27% 1.27% 664 0 0.0% Q2 2026 Aug 04, 2026
LITTLE HOUSE CAPITAL LLC History No change 62,722 6,208 1.39% 1.39% 665 0 0.0% Q2 2026 Aug 07, 2026
Joseph P. Lucia & Associates, LLC History No change 62,691 6,205 1.87% 1.87% 666 0 0.0% Q2 2026 Aug 07, 2026
Sharper & Granite LLC History No change 62,648 6,200 1.92% 1.92% 667 0 0.0% Q2 2026 Jul 16, 2026
Westfuller Advisors, LLC History No change 62,578 6,193 2.25% 2.25% 668 0 0.0% Q2 2026 Jul 29, 2026
Atwater Malick LLC History No change 62,545 6,190 1.35% 1.35% 669 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO History No change 62,675 6,183 0.06% 0.06% 670 0 0.0% Q2 2026 Jul 27, 2026
Lynch Investment Planning, LLC History No change 62,263 6,162 4.73% 4.73% 671 0 0.0% Q2 2026 Jul 17, 2026
ARROW FINANCIAL CORP History No change 62,177 6,154 0.55% 0.55% 672 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, Inc. History No change 62,078 6,144 0.2% 0.2% 673 0 0.0% Q2 2026 Aug 10, 2026
StoryOne LLC History No change 61,681 6,105 2.89% 2.89% 674 0 0.0% Q2 2026 Jul 24, 2026
Modus Advisors, LLC History No change 61,494 6,086 1.5% 1.5% 675 0 0.0% Q2 2026 Aug 03, 2026
Envision Financial LLC History No change 61,322 6,069 2.8% 2.8% 676 0 0.0% Q2 2026 Jul 10, 2026
GuidedMoney, LLC History No change 60,942 6,032 2.79% 2.79% 677 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 60,626 6,000 0.11% 0.11% 678 0 0.0% Q2 2026 Aug 14, 2026
LPWM LLC History No change 60,164 5,955 1.32% 1.32% 679 0 0.0% Q2 2026 Jul 24, 2026
BBR PARTNERS, LLC History No change 59,553 5,894 0.28% 0.28% 680 0 0.0% Q2 2026 Aug 11, 2026
Apex Wealth Management, LLC History No change 59,514 5,890 3.6% 3.6% 681 0 0.0% Q2 2026 Aug 11, 2026
Arete Wealth Advisors, LLC History No change 59,457 5,885 0.39% 0.39% 682 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 59,390 5,878 0.16% 0.16% 683 0 0.0% Q2 2026 Jul 24, 2026
Summit Global Investments History No change 59,325 5,872 0.32% 0.32% 684 0 0.0% Q2 2026 Aug 03, 2026
DMC Group, LLC History No change 59,258 5,865 4.02% 4.02% 685 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 59,220 5,861 0.13% 0.13% 686 0 0.0% Q2 2026 Jul 17, 2026
TWO SIGMA SECURITIES, LLC History No change 58,958 5,835 0.5% 0.5% 687 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 58,843 5,824 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Group, LLC History No change 58,819 5,821 1.58% 1.58% 689 0 0.0% Q2 2026 Aug 14, 2026
Canvas Wealth Advisors, LLC History No change 58,191 5,759 0.8% 0.8% 690 0 0.0% Q2 2026 Jul 10, 2026
TBH Global Asset Management, LLC History No change 57,897 5,730 1.05% 1.05% 691 0 0.0% Q2 2026 Aug 05, 2026
Teucrium Investment Advisors, LLC History No change 57,979 5,719 5.09% 5.09% 692 0 0.0% Q2 2026 Aug 14, 2026
Golden Bell Financial Planning LLC History No change 57,694 5,710 4.2% 4.2% 693 0 0.0% Q2 2026 Jul 31, 2026
Silver Grove Financial Group, Inc. History No change 57,694 5,710 3.09% 3.09% 694 0 0.0% Q2 2026 Aug 13, 2026
Shelter Mutual Insurance Co History No change 57,660 5,707 1.21% 1.21% 695 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 57,664 5,707 0.08% 0.08% 696 0 0.0% Q2 2026 Aug 18, 2026
Valeo Financial Advisors, LLC History No change 57,658 5,707 0.12% 0.12% 697 0 0.0% Q2 2026 Jul 08, 2026
EIGHT 31 FINANCIAL, LLC History No change 57,305 5,672 3.37% 3.37% 698 0 0.0% Q2 2026 Aug 13, 2026
Coign Capital Advisors LLC History No change 57,088 5,650 2.54% 2.54% 699 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 56,799 5,621 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 03, 2026
Ancora Advisors LLC History No change 56,627 5,604 0.11% 0.11% 701 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 56,505 5,592 0.53% 0.53% 702 0 0.0% Q2 2026 Jul 22, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 56,395 5,581 0.64% 0.64% 703 0 0.0% Q2 2026 Jul 13, 2026
CX Institutional History Reduced 58,821 5,561 0.15% 0.25% 704 -27,905 -32.18% Q3 2026 Oct 02, 2026
Sincerus Advisory, LLC History No change 56,089 5,551 3.77% 3.77% 705 0 0.0% Q2 2026 Jul 06, 2026
AlTi Global, Inc. History No change 55,899 5,532 0.11% 0.11% 706 0 0.0% Q2 2026 Aug 05, 2026
AtlasMark Financial, Inc History No change 55,517 5,495 2.71% 2.71% 707 0 0.0% Q2 2026 Aug 17, 2026
SteelPeak Wealth, LLC History No change 55,226 5,466 0.14% 0.14% 708 0 0.0% Q2 2026 Jul 13, 2026
WELLINGTON-ALTUS USA INC. History No change 55,052 5,465 3.89% 3.89% 709 0 0.0% Q2 2026 Sep 17, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 55,170 5,460 2.2% 2.2% 710 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 54,792 5,423 0.13% 0.13% 711 0 0.0% Q2 2026 Aug 12, 2026
Stone Wealth Partners History No change 54,789 5,423 3.97% 3.97% 712 0 0.0% Q2 2026 Jul 16, 2026
ARRIEN INVESTMENTS, INC. History No change 54,603 5,404 2.73% 2.73% 713 0 0.0% Q2 2026 Jul 30, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 54,577 5,402 0.69% 0.69% 714 0 0.0% Q2 2026 Aug 25, 2026
FourThought Financial Partners, LLC History No change 54,522 5,396 0.42% 0.42% 715 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 54,423 5,386 0.43% 0.43% 716 0 0.0% Q2 2026 Jul 22, 2026
MorganRosel Wealth Management, LLC History No change 54,351 5,379 1.82% 1.82% 717 0 0.0% Q2 2026 Aug 14, 2026
Newport Capital Group, LLC History No change 54,295 5,373 3.02% 3.02% 718 0 0.0% Q2 2026 Jul 21, 2026
Impact Capital Partners LLC History No change 54,146 5,359 1.46% 1.46% 719 0 0.0% Q2 2026 Jul 14, 2026
Quartz Partners, LLC History No change 54,027 5,347 1.75% 1.75% 720 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 54,000 5,344 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 14, 2026
Brendel Financial Advisors LLC History No change 53,803 5,325 2.47% 2.47% 722 0 0.0% Q2 2026 Jul 31, 2026
WealthTrust Asset Management, LLC History No change 53,610 5,306 2.87% 2.87% 723 0 0.0% Q2 2026 Jul 27, 2026
HEARTLAND ADVISORS INC History No change 53,502 5,295 0.24% 0.24% 724 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 53,289 5,274 0.28% 0.28% 725 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 53,216 5,267 0.08% 0.08% 726 0 0.0% Q2 2026 Jul 15, 2026
WBH ADVISORY INC History No change 53,188 5,264 0.35% 0.35% 727 0 0.0% Q2 2026 Aug 05, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 53,142 5,259 1.96% 1.96% 728 0 0.0% Q2 2026 Aug 03, 2026
INVESTED ADVISORS History No change 53,037 5,249 4.64% 4.64% 729 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 53,053 5,227 0.25% 0.25% 730 0 0.0% Q2 2026 Jul 28, 2026
RiverGlades Family Offices LLC History No change 52,635 5,209 2.39% 2.39% 731 0 0.0% Q2 2026 Aug 10, 2026
Capital Management Associates, Inc History No change 52,527 5,199 1.04% 1.04% 732 0 0.0% Q2 2026 Jul 22, 2026
HUB Investment Partners, LLC History No change 52,101 5,156 0.09% 0.09% 733 0 0.0% Q2 2026 Jul 31, 2026
TOEWS CORP /ADV History No change 52,026 5,149 0.75% 0.75% 734 0 0.0% Q2 2026 Aug 10, 2026
Patriot Financial Group Insurance Agency, LLC History No change 51,992 5,146 0.53% 0.53% 735 0 0.0% Q2 2026 Jul 16, 2026
Jackson, Grant Investment Advisers, Inc. History No change 51,731 5,120 1.59% 1.59% 736 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 51,725 5,119 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 51,548 5,102 1.31% 1.31% 738 0 0.0% Q2 2026 Aug 07, 2026
Avail Investment Partners, LLC History No change 51,477 5,095 3.92% 3.92% 739 0 0.0% Q2 2026 Jul 31, 2026
Northern Lights Advisors, Inc. History No change 51,148 5,062 2.75% 2.75% 740 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 53,250 5,034 0.54% 0.63% 741 -3,639 -6.4% Q3 2026 Oct 07, 2026
Oxinas Partners, LLC History No change 50,846 5,032 1.98% 1.98% 742 0 0.0% Q2 2026 Jul 14, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 50,716 5,019 2.03% 2.03% 743 0 0.0% Q2 2026 Aug 12, 2026
PlanVest Financial, Inc History No change 50,659 5,014 3.35% 3.35% 744 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 50,385 4,987 0.21% 0.21% 745 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 50,330 4,981 0.19% 0.19% 746 0 0.0% Q2 2026 Jul 23, 2026
Cannon Wealth Management Services, LLC History No change 50,246 4,973 2.72% 2.72% 747 0 0.0% Q2 2026 Aug 11, 2026
Flagship Private Wealth, LLC History No change 49,901 4,939 1.75% 1.75% 748 0 0.0% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History No change 49,761 4,925 0.13% 0.13% 749 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History No change 49,666 4,915 0.95% 0.95% 750 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 49,572 4,906 1.1% 1.1% 751 0 0.0% Q2 2026 Jul 10, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 49,477 4,897 1.69% 1.69% 752 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Capital Partners, LLC History No change 49,180 4,867 2.01% 2.01% 753 0 0.0% Q2 2026 Jul 09, 2026
J.Safra Asset Management Corp History No change 49,131 4,862 0.22% 0.22% 754 0 0.0% Q2 2026 Aug 06, 2026
Canton Hathaway, LLC History No change 48,700 4,820 0.92% 0.92% 755 0 0.0% Q2 2026 Aug 05, 2026
EPIQ PARTNERS, LLC History Reduced 50,753 4,798 2.07% 2.89% 756 -18,217 -26.41% Q3 2026 Oct 07, 2026
Sound View Wealth Advisors Group, LLC History No change 48,449 4,795 0.3% 0.3% 757 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 48,324 4,783 0.32% 0.32% 758 0 0.0% Q2 2026 Jul 29, 2026
GENESIS PRIVATE WEALTH, LLC History No change 48,063 4,757 1.34% 1.34% 759 0 0.0% Q2 2026 Jul 13, 2026
CROBAN History No change 47,728 4,723 2.08% 2.08% 760 0 0.0% Q2 2026 Aug 03, 2026
TI-TRUST, INC History No change 47,617 4,713 2.53% 2.53% 761 0 0.0% Q2 2026 Jul 23, 2026
TRUE Private Wealth Advisors History No change 47,441 4,695 0.41% 0.41% 762 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 47,398 4,691 0.05% 0.05% 763 0 0.0% Q2 2026 Aug 03, 2026
WEST PACES ADVISORS INC. History No change 46,975 4,649 0.78% 0.78% 764 0 0.0% Q2 2026 Jul 17, 2026
PKS Advisory Services, LLC History No change 46,859 4,638 0.74% 0.74% 765 0 0.0% Q2 2026 Aug 04, 2026
IFS Advisors, LLC History No change 46,847 4,636 2.22% 2.22% 766 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 46,789 4,631 0.49% 0.49% 767 0 0.0% Q2 2026 Jul 29, 2026
Snowden Capital Advisors LLC History No change 46,603 4,612 0.11% 0.11% 768 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 46,263 4,579 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 13, 2026
Park Place Capital Corp History No change 46,049 4,557 0.72% 0.72% 770 0 0.0% Q2 2026 Aug 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 45,792 4,532 0.43% 0.43% 771 0 0.0% Q2 2026 Jul 09, 2026
MILLENNIUM MANAGEMENT LLC History No change 45,763 4,529 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 14, 2026
Merkkuri Wealth Advisors LLC History No change 45,628 4,516 2.8% 2.8% 773 0 0.0% Q2 2026 Jul 27, 2026
ADIRONDACK TRUST CO History No change 45,497 4,503 1.34% 1.34% 774 0 0.0% Q2 2026 Jul 16, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 45,285 4,482 0.56% 0.56% 775 0 0.0% Q2 2026 Jul 27, 2026
ALPS ADVISORS INC History No change 45,215 4,475 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 29, 2026
STOCK YARDS BANK & TRUST CO History No change 45,079 4,461 0.13% 0.13% 777 0 0.0% Q2 2026 Aug 19, 2026
5T Wealth, LLC History No change 44,979 4,451 1.66% 1.66% 778 0 0.0% Q2 2026 Jul 21, 2026
Forum Private Client Group LLC History No change 44,761 4,430 1.32% 1.32% 779 0 0.0% Q2 2026 Aug 12, 2026
Ironwood Financial, llc History No change 45,077 4,404 0.69% 0.69% 780 0 0.0% Q2 2026 Jul 17, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 44,355 4,390 5.71% 5.71% 781 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 44,174 4,372 0.05% 0.05% 782 0 0.0% Q2 2026 Aug 05, 2026
Hudson Oak Wealth Advisory LLC History No change 44,053 4,360 3.36% 3.36% 783 0 0.0% Q2 2026 Jul 21, 2026
Parallax Volatility Advisers, L.P. History No change 43,651 4,320 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 43,333 4,289 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 31, 2026
Pacific Park Financial, Inc. History No change 43,288 4,284 2.49% 2.49% 786 0 0.0% Q2 2026 Jul 21, 2026
Bryant Woods Investment Advisors, LLC History No change 43,230 4,278 1.19% 1.19% 787 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 43,194 4,275 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 06, 2026
Intergy Private Wealth, LLC History No change 43,102 4,266 0.99% 0.99% 789 0 0.0% Q2 2026 Jul 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 43,025 4,258 0.61% 0.61% 790 0 0.0% Q2 2026 Jul 29, 2026
Vestwell Advisors, LLC History No change 42,948 4,250 1.02% 1.02% 791 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 44,903 4,245 1.19% 1.31% 792 +702 1.59% Q3 2026 Oct 07, 2026
MPS Loria Financial Planners, LLC History No change 42,791 4,235 0.97% 0.97% 793 0 0.0% Q2 2026 Jul 30, 2026
LEUTHOLD GROUP, LLC History No change 42,755 4,231 0.43% 0.43% 794 0 0.0% Q2 2026 Aug 04, 2026
Paladin Partners, LLC History Added to 44,712 4,227 2.6% 2.93% 795 +3 0.01% Q3 2026 Oct 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 42,691 4,225 1.48% 1.48% 796 0 0.0% Q2 2026 Jul 22, 2026
Equity Wealth Partners, LLC History No change 42,518 4,208 1.51% 1.51% 797 0 0.0% Q2 2026 Jul 27, 2026
Ullmann Wealth Partners Group, LLC History No change 42,437 4,200 0.38% 0.38% 798 0 0.0% Q2 2026 Aug 10, 2026
WELCH & FORBES LLC History No change 42,377 4,194 0.05% 0.05% 799 0 0.0% Q2 2026 Jul 30, 2026
DV Trading LLC History No change 42,300 4,186 0.14% 0.14% 800 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 41,750 4,132 0.06% 0.06% 801 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 41,927 4,129 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 27, 2026
Cadia Private Client LLC History No change 41,451 4,102 2.94% 2.94% 803 0 0.0% Q2 2026 Aug 11, 2026
1607 Capital Partners, LLC History No change 41,270 4,084 0.36% 0.36% 804 0 0.0% Q2 2026 Sep 02, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 41,257 4,083 0.47% 0.47% 805 0 0.0% Q2 2026 Aug 10, 2026
Wise Wealth Partners History No change 41,211 4,079 6.93% 6.93% 806 0 0.0% Q2 2026 Jul 28, 2026
Western Wealth Management, LLC History No change 40,981 4,056 0.13% 0.13% 807 0 0.0% Q2 2026 Aug 14, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 40,955 4,053 1.82% 1.82% 808 0 0.0% Q2 2026 Jul 09, 2026
Family Investment Center, Inc. History No change 40,807 4,039 0.67% 0.67% 809 0 0.0% Q2 2026 Jul 23, 2026
Charter Capital Management, LLC\DE History No change 40,788 4,037 1.79% 1.79% 810 0 0.0% Q2 2026 Jul 24, 2026
CreativeOne Wealth, LLC History No change 40,768 4,035 0.09% 0.09% 811 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 40,569 4,015 0.38% 0.38% 812 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 40,500 4,008 1.74% 1.74% 813 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 40,373 3,996 0.11% 0.11% 814 0 0.0% Q2 2026 Jul 07, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 40,230 3,981 1.84% 1.84% 815 0 0.0% Q2 2026 Jul 29, 2026
Randall & Associates Wealth Management History No change 40,042 3,963 2.45% 2.45% 816 0 0.0% Q2 2026 Jul 27, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 40,007 3,959 3.24% 3.24% 817 0 0.0% Q2 2026 Jul 21, 2026
Wealth Management Associates, Inc. History No change 39,976 3,956 1.09% 1.09% 818 0 0.0% Q2 2026 Jul 21, 2026
Godfrey Financial Associates, Inc. History No change 39,466 3,906 2.99% 2.99% 819 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 39,116 3,871 0.04% 0.04% 820 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON TRUST CO History No change 38,993 3,859 1.51% 1.51% 821 0 0.0% Q2 2026 Jul 29, 2026
Advisor OS, LLC History No change 38,889 3,849 0.26% 0.26% 822 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital Group History No change 38,751 3,835 0.36% 0.36% 823 0 0.0% Q2 2026 Aug 05, 2026
Heritage Wealth Management, Inc. /CA/ History No change 38,673 3,827 1.45% 1.45% 824 0 0.0% Q2 2026 Jul 22, 2026
MEITAV INVESTMENT HOUSE LTD History No change 38,677 3,820 0.03% 0.03% 825 0 0.0% Q2 2026 Jul 20, 2026
Mesirow Financial Investment Management, Inc. History No change 37,877 3,749 0.06% 0.06% 826 0 0.0% Q2 2026 Jul 22, 2026
Legacy Wealth Management, LLC History No change 37,783 3,739 0.2% 0.2% 827 0 0.0% Q2 2026 Jul 09, 2026
Tactive Advisors, LLC History No change 37,435 3,705 0.91% 0.91% 828 0 0.0% Q2 2026 Jul 08, 2026
Stonekeep Investments, LLC History No change 37,418 3,704 2.16% 2.16% 829 0 0.0% Q2 2026 Jul 10, 2026
SALEM INVESTMENT COUNSELORS INC History No change 37,340 3,695 0.09% 0.09% 830 0 0.0% Q2 2026 Jul 14, 2026
Delos Wealth Advisors, LLC History No change 37,233 3,685 1.89% 1.89% 831 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Management LLC History No change 36,858 3,648 0.62% 0.62% 832 0 0.0% Q2 2026 Jul 31, 2026
Global Trust Wealth Management LLC History No change 36,861 3,648 2.51% 2.51% 833 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 36,802 3,642 0.24% 0.24% 834 0 0.0% Q2 2026 Aug 12, 2026
NYL Investors LLC History No change 36,740 3,636 1.39% 1.39% 835 0 0.0% Q2 2026 Aug 12, 2026
Bauman Advisory Group, LLC History No change 36,733 3,635 1.92% 1.92% 836 0 0.0% Q2 2026 Aug 04, 2026
Financial Strategies Group, Inc. History No change 37,000 3,616 0.58% 0.58% 837 0 0.0% Q2 2026 Aug 10, 2026
ELEVATUS WELATH MANAGEMENT History No change 36,508 3,613 0.88% 0.88% 838 0 0.0% Q2 2026 Aug 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 36,373 3,600 0.47% 0.47% 839 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 36,065 3,569 0.22% 0.22% 840 0 0.0% Q2 2026 Aug 11, 2026
Compagnie Lombard Odier SCmA History No change 35,867 3,550 0.04% 0.04% 841 0 0.0% Q2 2026 Jul 29, 2026
Cheviot Value Management, LLC History No change 35,825 3,546 0.36% 0.36% 842 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 35,717 3,535 1.39% 1.39% 843 0 0.0% Q2 2026 Jul 21, 2026
Gryphon Financial Partners LLC History No change 35,503 3,514 0.31% 0.31% 844 0 0.0% Q2 2026 Aug 05, 2026
Larry Mathis Financial Planning, LLC History No change 35,455 3,509 2.67% 2.67% 845 0 0.0% Q2 2026 Jul 24, 2026
Innovative Wealth Building LLC History No change 35,347 3,498 2.03% 2.03% 846 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 35,256 3,491 0.1% 0.1% 847 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 34,949 3,459 1.45% 1.45% 848 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 34,819 3,446 0.85% 0.85% 849 0 0.0% Q2 2026 Aug 07, 2026
Stronghold Wealth Management L.L.C. History No change 34,768 3,441 4.61% 4.61% 850 0 0.0% Q2 2026 Jul 24, 2026
Compass Ion Advisors, LLC History No change 34,714 3,436 0.3% 0.3% 851 0 0.0% Q2 2026 Aug 12, 2026
REICON WEALTH ADVISORS, LLC History No change 34,495 3,414 2.1% 2.1% 852 0 0.0% Q2 2026 Jul 29, 2026
Chandler Asset Management, Inc. History No change 34,482 3,413 0.48% 0.48% 853 0 0.0% Q2 2026 Aug 07, 2026
KFA Private Wealth Group, LLC History Reduced 35,823 3,386 0.8% 0.92% 854 -2,645 -6.88% Q3 2026 Oct 07, 2026
May Hill Capital, LLC History No change 34,158 3,380 0.71% 0.71% 855 0 0.0% Q2 2026 Aug 07, 2026
Maxele Advisors, LLC History No change 34,007 3,365 2.35% 2.35% 856 0 0.0% Q2 2026 Aug 14, 2026
GLR Partners, LLC History No change 33,854 3,350 1.56% 1.56% 857 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 33,372 3,303 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 11, 2026
Canal Capital Management, LLC History No change 33,327 3,298 0.4% 0.4% 859 0 0.0% Q2 2026 Jul 28, 2026
TritonPoint Partners, LLC History No change 33,174 3,283 0.27% 0.27% 860 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 33,116 3,277 0.06% 0.06% 861 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors Wealth Management, LLC History No change 33,065 3,272 0.38% 0.38% 862 0 0.0% Q2 2026 Jul 23, 2026
Integrity Advisory Solutions, LLC History No change 33,042 3,270 0.34% 0.34% 863 0 0.0% Q2 2026 Jul 31, 2026
TOP Private Wealth LLC. History No change 32,967 3,263 3.13% 3.13% 864 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 32,898 3,256 0.26% 0.26% 865 0 0.0% Q2 2026 Aug 04, 2026
United Community Bank History No change 32,844 3,250 1.0% 1.0% 866 0 0.0% Q2 2026 Aug 13, 2026
BLB&B Advisors, LLC History No change 32,829 3,249 0.12% 0.12% 867 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 32,832 3,249 0.15% 0.15% 868 0 0.0% Q2 2026 Aug 11, 2026
Simmons Bank History No change 32,773 3,243 0.18% 0.18% 869 0 0.0% Q2 2026 Jul 31, 2026
Quantum Financial Planning Services, Inc. History No change 32,637 3,230 1.0% 1.0% 870 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 32,615 3,228 0.23% 0.23% 871 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History No change 32,446 3,211 0.74% 0.74% 872 0 0.0% Q2 2026 Jul 10, 2026
Invera Wealth Advisors, LLC History No change 32,432 3,210 1.72% 1.72% 873 0 0.0% Q2 2026 Jul 29, 2026
1ST SOURCE BANK History No change 32,378 3,204 0.15% 0.15% 874 0 0.0% Q2 2026 Aug 06, 2026
Kastel Capital Advisors, LLC History No change 32,266 3,203 2.03% 2.03% 875 0 0.0% Q2 2026 Jul 09, 2026
Moneda S.A. Administradora General de Fondos History No change 32,139 3,181 2.61% 2.61% 876 0 0.0% Q2 2026 Aug 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 32,116 3,178 0.46% 0.46% 877 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 32,106 3,177 0.14% 0.14% 878 0 0.0% Q2 2026 Jul 21, 2026
Bigelow Investment Advisors, LLC History No change 32,005 3,167 1.15% 1.15% 879 0 0.0% Q2 2026 Jul 30, 2026
Valpey Financial Services, LLC History No change 31,954 3,162 1.88% 1.88% 880 0 0.0% Q2 2026 Aug 11, 2026
NVWM, LLC History No change 31,596 3,127 0.63% 0.63% 881 0 0.0% Q2 2026 Jul 28, 2026
FIRST INTERSTATE BANK History No change 31,467 3,114 0.16% 0.16% 882 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 31,457 3,113 0.11% 0.11% 883 0 0.0% Q2 2026 Jul 21, 2026
BEAM WEALTH ADVISORS, INC. History No change 31,454 3,113 0.69% 0.69% 884 0 0.0% Q2 2026 Jul 29, 2026
Michels Family Financial, LLC History No change 31,422 3,110 1.99% 1.99% 885 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 31,344 3,102 0.41% 0.41% 886 0 0.0% Q2 2026 Aug 04, 2026
JHP Wealth Management, LLC History No change 31,341 3,102 2.54% 2.54% 887 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Asset Management, LLC History No change 31,317 3,099 0.3% 0.3% 888 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 31,288 3,096 0.17% 0.17% 889 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 32,593 3,081 0.28% 0.27% 890 +427 1.33% Q3 2026 Oct 07, 2026
MIRAMONTES CAPITAL, LLC History No change 31,087 3,076 0.96% 0.96% 891 0 0.0% Q2 2026 Sep 09, 2026
Aries Wealth Management History No change 31,049 3,073 0.6% 0.6% 892 0 0.0% Q2 2026 Jul 24, 2026
SAXON INTERESTS, INC. History No change 30,999 3,068 0.85% 0.85% 893 0 0.0% Q2 2026 Aug 12, 2026
CGN Advisors LLC History No change 30,924 3,060 0.22% 0.22% 894 0 0.0% Q2 2026 Jul 06, 2026
PRIVATE TRUST CO NA History No change 30,879 3,056 0.24% 0.24% 895 0 0.0% Q2 2026 Jul 28, 2026
Pitcairn Wealth Advisors LLC History No change 30,861 3,054 0.33% 0.33% 896 0 0.0% Q2 2026 Aug 10, 2026
KG Capital Management History No change 30,758 3,044 1.81% 1.81% 897 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 30,635 3,033 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 12, 2026
Arista Wealth Management, LLC History No change 30,307 2,999 0.32% 0.32% 899 0 0.0% Q2 2026 Jul 08, 2026
Clearview Wealth Management LLC History No change 30,071 2,976 1.91% 1.91% 900 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 30,020 2,971 0.25% 0.25% 901 0 0.0% Q2 2026 Aug 14, 2026
Arcadia Wealth Management, LLC History No change 29,921 2,961 0.93% 0.93% 902 0 0.0% Q2 2026 Jul 20, 2026
FIRST AMERICAN TRUST, FSB History No change 29,881 2,957 0.18% 0.18% 903 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 29,565 2,926 0.45% 0.45% 904 0 0.0% Q2 2026 Aug 06, 2026
Maia Wealth LLC History No change 29,511 2,921 0.43% 0.43% 905 0 0.0% Q2 2026 Jul 28, 2026
Cordgrass Capital Advisors, LLC History No change 29,444 2,914 1.09% 1.09% 906 0 0.0% Q2 2026 Aug 06, 2026
Cooksen Wealth, LLC History No change 29,372 2,907 1.83% 1.83% 907 0 0.0% Q2 2026 Jul 30, 2026
DEARBORN PARTNERS LLC History No change 29,070 2,885 0.16% 0.16% 908 0 0.0% Q2 2026 Aug 13, 2026
Hoxton Planning & Management, LLC History No change 28,995 2,869 0.75% 0.75% 909 0 0.0% Q2 2026 Jul 16, 2026
BLALOCK WILLIAMS, LLC History No change 28,995 2,869 1.86% 1.86% 910 0 0.0% Q2 2026 Aug 07, 2026
Pointe Capital Management LLC History No change 28,985 2,868 1.28% 1.28% 911 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 28,909 2,861 1.26% 1.26% 912 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 28,840 2,854 0.22% 0.22% 913 0 0.0% Q2 2026 Aug 13, 2026
Mechanics Bank Trust Department History No change 28,844 2,854 0.35% 0.35% 914 0 0.0% Q2 2026 Jul 07, 2026
Compass Financial Group, Inc. History No change 28,826 2,853 1.21% 1.21% 915 0 0.0% Q2 2026 Aug 04, 2026
Madrona Financial Services, LLC History No change 28,764 2,847 0.52% 0.52% 916 0 0.0% Q2 2026 Jul 17, 2026
BlueSky Wealth Advisors, LLC History No change 28,532 2,824 0.33% 0.33% 917 0 0.0% Q2 2026 Jul 28, 2026
Exchange Bank History Reduced 29,743 2,811 1.74% 2.28% 918 -7,275 -19.65% Q3 2026 Oct 07, 2026
Stockman Wealth Management, Inc. History No change 28,356 2,806 0.29% 0.29% 919 0 0.0% Q2 2026 Aug 11, 2026
SlateStone Wealth, LLC History No change 28,321 2,803 0.21% 0.21% 920 0 0.0% Q2 2026 Jul 20, 2026
Alhambra Investment Management LLC History No change 28,251 2,796 1.22% 1.22% 921 0 0.0% Q2 2026 Jul 16, 2026
FFT WEALTH MANAGEMENT LLC History No change 28,223 2,793 0.44% 0.44% 922 0 0.0% Q2 2026 Jul 27, 2026
Heritage Family Offices, LLP History No change 28,089 2,780 1.07% 1.07% 923 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 28,089 2,780 1.08% 1.08% 924 0 0.0% Q2 2026 Jul 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 28,091 2,780 0.4% 0.4% 925 0 0.0% Q2 2026 Jul 21, 2026
Fairway Wealth LLC History No change 28,081 2,779 0.64% 0.64% 926 0 0.0% Q2 2026 Jul 24, 2026
New England Private Wealth Advisors LLC History No change 28,458 2,773 0.27% 0.27% 927 0 0.0% Q2 2026 Aug 04, 2026
Retirement Systems of Alabama History No change 27,899 2,761 0.01% 0.01% 928 0 0.0% Q2 2026 Jul 28, 2026
Hickory Point Bank & Trust History Reduced 29,185 2,759 1.66% 1.78% 929 -535 -1.8% Q3 2026 Oct 01, 2026
MCDONALD PARTNERS LLC History No change 27,872 2,758 0.67% 0.67% 930 0 0.0% Q2 2026 Jul 28, 2026
Atlanta Consulting Group Advisors, LLC History No change 27,751 2,746 0.44% 0.44% 931 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 27,652 2,736 0.28% 0.28% 932 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, Inc. History No change 27,747 2,734 2.05% 2.05% 933 0 0.0% Q2 2026 Aug 13, 2026
American State Bank (Iowa) History No change 27,621 2,733 1.11% 1.11% 934 0 0.0% Q2 2026 Jul 09, 2026
AMG National Trust Bank History No change 27,558 2,727 0.06% 0.06% 935 0 0.0% Q2 2026 Aug 06, 2026
DecisionMap Wealth Management, LLC History No change 27,485 2,720 1.52% 1.52% 936 0 0.0% Q2 2026 Jul 21, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 27,470 2,718 0.31% 0.31% 937 0 0.0% Q2 2026 Jul 07, 2026
Rehmann Capital Advisory Group History No change 27,492 2,718 0.12% 0.12% 938 0 0.0% Q2 2026 Aug 20, 2026
Aletheian Wealth Advisors LLC History No change 27,449 2,716 1.16% 1.16% 939 0 0.0% Q2 2026 Jul 08, 2026
Balboa Wealth Partners History No change 27,371 2,709 0.37% 0.37% 940 0 0.0% Q2 2026 Aug 10, 2026
Aviance Capital Partners, LLC History No change 27,357 2,707 0.28% 0.28% 941 0 0.0% Q2 2026 Jul 30, 2026
Ascent Wealth Partners, LLC History No change 27,347 2,706 0.27% 0.27% 942 0 0.0% Q2 2026 Jul 31, 2026
Gateway Wealth Partners, LLC History No change 27,328 2,704 0.16% 0.16% 943 0 0.0% Q2 2026 Aug 04, 2026
LCNB CORP History No change 27,310 2,703 0.83% 0.83% 944 0 0.0% Q2 2026 Aug 10, 2026
Sierra Capital LLC History No change 27,201 2,692 0.26% 0.26% 945 0 0.0% Q2 2026 Aug 13, 2026
Integrated Investment Consultants, LLC History No change 26,852 2,657 0.52% 0.52% 946 0 0.0% Q2 2026 Aug 17, 2026
Retirement Wealth Solutions LLC History Added to 28,035 2,650 1.4% 1.45% 947 +1,411 5.3% Q3 2026 Oct 07, 2026
Larson Financial Group LLC History No change 26,692 2,641 0.07% 0.07% 948 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 26,494 2,622 0.63% 0.63% 949 0 0.0% Q2 2026 Aug 10, 2026
North Dakota State Investment Board History No change 26,460 2,619 0.11% 0.11% 950 0 0.0% Q2 2026 Aug 04, 2026
XML Financial, LLC History No change 26,444 2,617 0.19% 0.19% 951 0 0.0% Q2 2026 Jul 24, 2026
Clear Harbor Asset Management, LLC History No change 26,429 2,615 0.16% 0.16% 952 0 0.0% Q2 2026 Aug 12, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 26,400 2,613 0.26% 0.26% 953 0 0.0% Q2 2026 Aug 13, 2026
Occidental Asset Management, LLC History No change 26,358 2,608 0.26% 0.26% 954 0 0.0% Q2 2026 Aug 07, 2026
RIK SAYLOR FINANCIAL, INC. History No change 26,221 2,595 1.72% 1.72% 955 0 0.0% Q2 2026 Aug 05, 2026
Keenan, LLC History No change 26,158 2,589 1.83% 1.83% 956 0 0.0% Q2 2026 Aug 07, 2026
Topor & Co. Korea History No change 26,135 2,586 2.04% 2.04% 957 0 0.0% Q2 2026 Jul 08, 2026
FAMILY WEALTH PARTNERS, LLC History No change 25,993 2,572 0.79% 0.79% 958 0 0.0% Q2 2026 Jul 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 25,929 2,566 0.17% 0.17% 959 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 26,006 2,561 0.15% 0.15% 960 0 0.0% Q2 2026 Jul 22, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 25,832 2,556 0.09% 0.09% 961 0 0.0% Q2 2026 Jul 13, 2026
LongView Wealth Management History No change 25,831 2,556 0.66% 0.66% 962 0 0.0% Q2 2026 Jul 17, 2026
NTV ASSET MANAGEMENT LLC History No change 25,781 2,551 0.25% 0.25% 963 0 0.0% Q2 2026 Aug 05, 2026
Voya Financial Advisors, Inc. History No change 25,648 2,548 0.22% 0.22% 964 0 0.0% Q2 2026 Aug 12, 2026
Cyndeo Wealth Partners, LLC History No change 25,600 2,533 0.12% 0.12% 965 0 0.0% Q2 2026 Jul 21, 2026
DT Investment Partners, LLC History No change 25,416 2,515 0.19% 0.19% 966 0 0.0% Q2 2026 Jul 27, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 25,552 2,488 0.26% 0.26% 967 0 0.0% Q2 2026 Aug 03, 2026
Asset Management Group, Inc. History No change 24,989 2,473 0.36% 0.36% 968 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 24,905 2,465 0.98% 0.98% 969 0 0.0% Q2 2026 Jul 14, 2026
CFG Wealth Management Services, Inc. History No change 24,838 2,465 2.31% 2.31% 970 0 0.0% Q2 2026 Jul 15, 2026
Purpose Unlimited Inc. History No change 24,853 2,459 0.09% 0.09% 971 0 0.0% Q2 2026 Aug 13, 2026
Austin Wealth Management, LLC History No change 25,025 2,457 0.52% 0.52% 972 0 0.0% Q2 2026 Jul 22, 2026
Heritage Wealth Management, Inc. History No change 24,779 2,452 0.61% 0.61% 973 0 0.0% Q2 2026 Jul 28, 2026
Richard W. Paul & Associates, LLC History No change 24,744 2,449 0.75% 0.75% 974 0 0.0% Q2 2026 Aug 10, 2026
Financial Freedom, LLC History No change 24,670 2,441 1.12% 1.12% 975 0 0.0% Q2 2026 Aug 05, 2026
PRAIRIE ADVISORY, LLC History No change 24,519 2,426 0.57% 0.57% 976 0 0.0% Q2 2026 Jul 20, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 24,459 2,420 2.09% 2.09% 977 0 0.0% Q2 2026 Aug 06, 2026
Wealth Alliance Advisory Group, LLC History No change 24,085 2,383 0.34% 0.34% 978 0 0.0% Q2 2026 Jul 23, 2026
Core Wealth Management, Inc. History No change 24,077 2,383 0.67% 0.67% 979 0 0.0% Q2 2026 Jul 29, 2026
Grey Ledge Advisors, LLC History No change 24,043 2,379 0.48% 0.48% 980 0 0.0% Q2 2026 Jul 27, 2026
Lionsbridge Wealth Management LLC History No change 24,043 2,379 2.33% 2.33% 981 0 0.0% Q2 2026 Aug 05, 2026
Turn8 Private Wealth Inc. History No change 24,017 2,377 1.59% 1.59% 982 0 0.0% Q2 2026 Aug 03, 2026
McNaughton Wealth Management, LLC History No change 23,965 2,372 0.84% 0.84% 983 0 0.0% Q2 2026 Jul 07, 2026
PSI Advisors, LLC History No change 23,841 2,359 0.55% 0.55% 984 0 0.0% Q2 2026 Aug 03, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 23,807 2,356 0.01% 0.01% 985 0 0.0% Q2 2026 Aug 10, 2026
Miller Capital Partners, Inc. History No change 23,750 2,350 0.92% 0.92% 986 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History No change 23,741 2,349 0.72% 0.72% 987 0 0.0% Q2 2026 Jul 15, 2026
ZENITH SOLUTIONS, INC. History No change 23,644 2,340 2.12% 2.12% 988 0 0.0% Q2 2026 Aug 03, 2026
Abundance Wealth Counselors History No change 23,548 2,330 0.15% 0.15% 989 0 0.0% Q2 2026 Jul 23, 2026
Trilogy Capital Inc. History No change 23,395 2,315 0.09% 0.09% 990 0 0.0% Q2 2026 Jul 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 23,238 2,300 0.04% 0.04% 991 0 0.0% Q2 2026 Jul 15, 2026
Aptus Capital Advisors, LLC History No change 23,237 2,299 0.02% 0.02% 992 0 0.0% Q2 2026 Aug 12, 2026
Auour Investments LLC History No change 23,146 2,290 0.66% 0.66% 993 0 0.0% Q2 2026 Jul 21, 2026
Keeler Thomas Management LLC History No change 23,017 2,278 0.81% 0.81% 994 0 0.0% Q2 2026 Jul 29, 2026
L.K. Benson & Company, P.C. History No change 23,021 2,278 0.69% 0.69% 995 0 0.0% Q2 2026 Jul 24, 2026
Vernal Point Advisors, LLC History No change 23,009 2,277 0.77% 0.77% 996 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 22,989 2,275 0.04% 0.04% 997 0 0.0% Q2 2026 Aug 11, 2026
Edgemoor Investment Advisors, Inc. History No change 22,941 2,270 0.15% 0.15% 998 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 22,900 2,266 0.0% 0.0% 999 0 0.0% Q2 2026 Sep 02, 2026
C2C Wealth Management, LLC History No change 22,791 2,255 1.77% 1.77% 1000 0 0.0% Q2 2026 Jul 09, 2026
Ballast, Inc. History No change 22,776 2,254 0.43% 0.43% 1001 0 0.0% Q2 2026 Jul 10, 2026
Keating Financial Advisory Services, Inc. History No change 22,632 2,240 0.29% 0.29% 1002 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 23,597 2,230 0.06% 0.06% 1003 +1,787 8.19% Q3 2026 Oct 07, 2026
Apollon Financial, LLC History No change 22,512 2,228 0.26% 0.26% 1004 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 22,482 2,225 0.41% 0.41% 1005 0 0.0% Q2 2026 Aug 04, 2026
Tassel Capital Management, Inc. History No change 22,414 2,218 1.04% 1.04% 1006 0 0.0% Q2 2026 Aug 07, 2026
Analyst IMS Investment Management Services Ltd. History No change 22,381 2,215 0.05% 0.05% 1007 0 0.0% Q2 2026 Jul 29, 2026
Waldron Private Wealth LLC History No change 22,343 2,211 0.08% 0.08% 1008 0 0.0% Q2 2026 Jul 20, 2026
Axis Wealth Partners, LLC History No change 22,337 2,210 1.06% 1.06% 1009 0 0.0% Q2 2026 Jul 28, 2026
Proficio Capital Partners LLC History No change 22,292 2,206 0.08% 0.08% 1010 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 22,260 2,203 0.2% 0.2% 1011 0 0.0% Q2 2026 Aug 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 22,249 2,202 0.13% 0.13% 1012 0 0.0% Q2 2026 Jul 13, 2026
FIRST NATIONAL TRUST CO History No change 22,187 2,196 0.07% 0.07% 1013 0 0.0% Q2 2026 Jul 30, 2026
UHLMANN PRICE SECURITIES, LLC History No change 22,143 2,191 0.08% 0.08% 1014 0 0.0% Q2 2026 Jul 24, 2026
Gallagher Fiduciary Advisors, LLC History No change 22,126 2,189 0.07% 0.07% 1015 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 22,108 2,188 0.02% 0.02% 1016 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 22,080 2,185 0.11% 0.11% 1017 0 0.0% Q2 2026 Jul 23, 2026
FIRST FINANCIAL BANKSHARES INC History No change 22,065 2,183 0.04% 0.04% 1018 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 21,892 2,166 0.06% 0.06% 1019 0 0.0% Q2 2026 Aug 11, 2026
WEST MICHIGAN ADVISORS, LLC History No change 21,808 2,158 0.41% 0.41% 1020 0 0.0% Q2 2026 Aug 21, 2026
Berger Financial Group, Inc History No change 21,739 2,151 0.11% 0.11% 1021 0 0.0% Q2 2026 Aug 04, 2026
Cherry Tree Wealth Management, LLC History No change 21,570 2,135 0.4% 0.4% 1022 0 0.0% Q2 2026 Sep 15, 2026
United Asset Strategies, Inc. History No change 21,514 2,129 0.15% 0.15% 1023 0 0.0% Q2 2026 Jul 13, 2026
Compton Financial Group, LLC History No change 21,514 2,129 0.41% 0.41% 1024 0 0.0% Q2 2026 Aug 12, 2026
Wall Street Financial Group, Inc. History No change 21,472 2,125 1.14% 1.14% 1025 0 0.0% Q2 2026 Jul 13, 2026
Pacific Capital Wealth Advisors, Inc. History No change 21,399 2,118 0.32% 0.32% 1026 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 21,291 2,107 0.1% 0.1% 1027 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 21,231 2,101 0.13% 0.13% 1028 0 0.0% Q2 2026 Aug 12, 2026
Ignite Planners, LLC History No change 21,225 2,100 0.29% 0.29% 1029 0 0.0% Q2 2026 Jul 23, 2026
Riverview Trust Co History No change 21,200 2,098 2.5% 2.5% 1030 0 0.0% Q2 2026 Jul 31, 2026
Orcam Financial Group History No change 21,174 2,095 1.02% 1.02% 1031 0 0.0% Q2 2026 Aug 13, 2026
MW ADVISORY, LLC History No change 21,153 2,093 0.84% 0.84% 1032 0 0.0% Q2 2026 Aug 07, 2026
Quadrature Capital Ltd History No change 21,129 2,091 0.02% 0.02% 1033 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Group, LLC History No change 21,121 2,090 0.05% 0.05% 1034 0 0.0% Q2 2026 Aug 05, 2026
FSA Investment Group, LLC History Added to 22,084 2,087 0.66% 0.58% 1035 +4,066 22.57% Q3 2026 Oct 07, 2026
Northstar Advisory Group, LLC History No change 21,002 2,078 0.64% 0.64% 1036 0 0.0% Q2 2026 Jul 14, 2026
PUREfi Wealth, LLC History No change 20,891 2,067 1.14% 1.14% 1037 0 0.0% Q2 2026 Jul 27, 2026
Souders Financial Advisors History No change 20,878 2,066 0.21% 0.21% 1038 0 0.0% Q2 2026 Aug 05, 2026
Navigation Wealth Management, Inc. History No change 20,847 2,063 2.84% 2.84% 1039 0 0.0% Q2 2026 Jul 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 20,831 2,061 0.02% 0.02% 1040 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 20,810 2,057 0.61% 0.61% 1041 0 0.0% Q2 2026 Jul 27, 2026
Narus Financial Partners, LLC History No change 20,716 2,050 0.53% 0.53% 1042 0 0.0% Q2 2026 Jul 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 20,669 2,046 0.0% 0.0% 1043 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 20,544 2,033 0.46% 0.46% 1044 0 0.0% Q2 2026 Aug 10, 2026
Diligent Investors, LLC History No change 20,515 2,030 0.45% 0.45% 1045 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Management, Inc. History No change 20,474 2,026 0.62% 0.62% 1046 0 0.0% Q2 2026 Jul 15, 2026
IFS Group,LLC History No change 20,436 2,022 2.78% 2.78% 1047 0 0.0% Q2 2026 Jul 23, 2026
Pathway Financial Advisors LLC History Added to 21,240 2,008 0.22% 0.18% 1048 +5,434 34.38% Q3 2026 Oct 07, 2026
SHUTTLEWORTH & Co History No change 20,266 2,005 1.6% 1.6% 1049 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 20,245 2,003 0.02% 0.02% 1050 0 0.0% Q2 2026 Aug 03, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 20,166 1,996 0.49% 0.49% 1051 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 20,260 1,980 0.53% 0.53% 1052 0 0.0% Q2 2026 Aug 10, 2026
Worth Asset Management, LLC History Added to 20,856 1,971 0.57% 0.52% 1053 +4,510 27.59% Q3 2026 Oct 07, 2026
Stratos Wealth Advisors, LLC History No change 19,616 1,941 0.11% 0.11% 1054 0 0.0% Q2 2026 Aug 11, 2026
Chris Bulman Inc History No change 19,594 1,939 0.71% 0.71% 1055 0 0.0% Q2 2026 Jul 22, 2026
MONEYWISE, INC. History No change 19,525 1,932 0.72% 0.72% 1056 0 0.0% Q2 2026 Jul 21, 2026
TENET WEALTH PARTNERS, LLC History No change 19,661 1,920 1.43% 1.43% 1057 0 0.0% Q2 2026 Aug 07, 2026
American Investment Services, Inc. History No change 19,340 1,914 0.4% 0.4% 1058 0 0.0% Q2 2026 Aug 12, 2026
First Washington CORP History No change 19,338 1,914 0.47% 0.47% 1059 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 19,326 1,912 0.12% 0.12% 1060 0 0.0% Q2 2026 Jul 27, 2026
Blueprint Investment Partners LLC History No change 19,270 1,907 0.16% 0.16% 1061 0 0.0% Q2 2026 Aug 04, 2026
Jump Financial, LLC History No change 19,208 1,901 0.02% 0.02% 1062 0 0.0% Q2 2026 Aug 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 19,182 1,898 0.4% 0.4% 1063 0 0.0% Q2 2026 Jul 27, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 19,158 1,896 0.58% 0.58% 1064 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 19,164 1,896 0.1% 0.1% 1065 0 0.0% Q2 2026 Aug 04, 2026
Olde Wealth Management, LLC History No change 19,113 1,891 0.54% 0.54% 1066 0 0.0% Q2 2026 Aug 13, 2026
Bowie Capital Management, LLC History No change 19,000 1,880 0.08% 0.08% 1067 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History No change 19,037 1,869 0.03% 0.03% 1068 0 0.0% Q2 2026 Jul 08, 2026
Federation des caisses Desjardins du Quebec History No change 18,876 1,868 0.01% 0.01% 1069 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Investment Counsel, LLC History No change 18,785 1,859 0.24% 0.24% 1070 0 0.0% Q2 2026 Aug 05, 2026
MV CAPITAL MANAGEMENT, INC. History No change 18,759 1,856 0.16% 0.16% 1071 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Management, LLC History No change 18,745 1,855 0.63% 0.63% 1072 0 0.0% Q2 2026 Jul 07, 2026
Wealth Dimensions Group, Ltd. History No change 18,729 1,853 0.33% 0.33% 1073 0 0.0% Q2 2026 Jul 22, 2026
Security Financial Services, INC. History No change 18,713 1,852 0.26% 0.26% 1074 0 0.0% Q2 2026 Jul 15, 2026
Biondo Investment Advisors, LLC History No change 18,686 1,849 0.23% 0.23% 1075 0 0.0% Q2 2026 Aug 13, 2026
R2 Capital Strategies, LLC History No change 18,664 1,847 0.84% 0.84% 1076 0 0.0% Q2 2026 Jul 23, 2026
Moss Adams Wealth Advisors LLC History No change 18,638 1,844 0.12% 0.12% 1077 0 0.0% Q2 2026 Jul 27, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 18,511 1,832 0.22% 0.22% 1078 0 0.0% Q2 2026 Jul 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 18,516 1,832 0.04% 0.04% 1079 0 0.0% Q2 2026 Jul 31, 2026
Gladstone Institutional Advisory LLC History No change 18,478 1,828 0.06% 0.06% 1080 0 0.0% Q2 2026 Jul 27, 2026
Blueprint Financial Advisors LLC History No change 18,446 1,825 0.2% 0.2% 1081 0 0.0% Q2 2026 Aug 14, 2026
Alteri Wealth LLC History No change 18,369 1,818 0.5% 0.5% 1082 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 18,356 1,816 0.09% 0.09% 1083 0 0.0% Q2 2026 Jul 24, 2026
Halter Ferguson Financial Inc. History No change 18,298 1,811 0.29% 0.29% 1084 0 0.0% Q2 2026 Aug 03, 2026
JMG Financial Group, Ltd. History No change 18,236 1,805 0.04% 0.04% 1085 0 0.0% Q2 2026 Jul 31, 2026
Clarity Financial LLC History No change 18,151 1,796 0.15% 0.15% 1086 0 0.0% Q2 2026 Jul 20, 2026
International Private Wealth Advisors LLC History No change 18,144 1,795 0.92% 0.92% 1087 0 0.0% Q2 2026 Aug 07, 2026
Traveka Wealth, LLC History No change 18,064 1,787 0.59% 0.59% 1088 0 0.0% Q2 2026 Jul 21, 2026
Bellwether Advisors, LLC History No change 18,034 1,785 0.26% 0.26% 1089 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 18,013 1,782 0.18% 0.18% 1090 0 0.0% Q2 2026 Sep 02, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 17,961 1,777 1.25% 1.25% 1091 0 0.0% Q2 2026 Aug 10, 2026
Global View Capital Management LLC History No change 17,924 1,774 0.37% 0.37% 1092 0 0.0% Q2 2026 Jul 23, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 17,870 1,768 0.72% 0.72% 1093 0 0.0% Q2 2026 Aug 04, 2026
RBA Wealth Management, LLC History No change 17,825 1,764 0.65% 0.65% 1094 0 0.0% Q2 2026 Jul 23, 2026
Advocacy Wealth Management, LLC History No change 17,815 1,763 0.06% 0.06% 1095 0 0.0% Q2 2026 Jul 29, 2026
Vawter Financial, Ltd. History No change 17,818 1,763 0.66% 0.66% 1096 0 0.0% Q2 2026 Jul 24, 2026
Mainsail Financial Group, LLC History No change 17,698 1,751 0.59% 0.59% 1097 0 0.0% Q2 2026 Jul 15, 2026
Net Worth Advisory Group History No change 17,666 1,748 0.44% 0.44% 1098 0 0.0% Q2 2026 Jul 13, 2026
Independent Wealth Network Inc. History No change 17,661 1,748 0.44% 0.44% 1099 0 0.0% Q2 2026 Jul 20, 2026
Beacon Financial Advisory LLC History No change 17,632 1,745 0.34% 0.34% 1100 0 0.0% Q2 2026 Aug 05, 2026
WestHill Financial Advisors, Inc. History No change 17,524 1,734 0.3% 0.3% 1101 0 0.0% Q2 2026 Jul 21, 2026
Vannoy Advisory Group, Inc. History No change 17,382 1,720 0.97% 0.97% 1102 0 0.0% Q2 2026 Jul 22, 2026
COFG Advisors, LLC History No change 17,372 1,719 0.3% 0.3% 1103 0 0.0% Q2 2026 Aug 14, 2026
GatePass Capital, LLC History No change 17,338 1,716 0.65% 0.65% 1104 0 0.0% Q2 2026 Jul 30, 2026
Meridian Wealth Management, LLC History No change 17,322 1,714 0.05% 0.05% 1105 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 17,203 1,702 0.1% 0.1% 1106 0 0.0% Q2 2026 Jul 31, 2026
Bakala Capital LLC History No change 17,184 1,700 7.45% 7.45% 1107 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 17,109 1,693 0.07% 0.07% 1108 0 0.0% Q2 2026 Aug 04, 2026
StoneX Group Inc. History No change 17,076 1,690 0.07% 0.07% 1109 0 0.0% Q2 2026 Aug 12, 2026
Investure, LLC History No change 16,975 1,680 0.1% 0.1% 1110 0 0.0% Q2 2026 Aug 11, 2026
Objective Capital Management, LLC History No change 16,947 1,677 1.49% 1.49% 1111 0 0.0% Q2 2026 Jul 20, 2026
HBK Sorce Advisory LLC History No change 17,046 1,665 0.03% 0.03% 1112 0 0.0% Q2 2026 Aug 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 16,817 1,664 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 23, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 16,724 1,655 0.28% 0.28% 1114 0 0.0% Q2 2026 Aug 14, 2026
Schiavi & Co LLC History No change 16,637 1,646 0.43% 0.43% 1115 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Bancorp, Inc. History No change 16,576 1,640 0.43% 0.43% 1116 0 0.0% Q2 2026 Jul 28, 2026
WealthShield Partners, LLC History No change 16,570 1,640 0.25% 0.25% 1117 0 0.0% Q2 2026 Aug 12, 2026
Iowa State Bank History Reduced 17,304 1,635 0.28% 0.29% 1118 -54 -0.31% Q3 2026 Oct 06, 2026
Carrera Capital Advisors History No change 16,526 1,635 0.24% 0.24% 1119 0 0.0% Q2 2026 Aug 03, 2026
Legacy Wealth Managment, LLC/ID History No change 16,428 1,626 0.67% 0.67% 1120 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC FINANCIAL GROUP INC History No change 16,415 1,624 0.78% 0.78% 1121 0 0.0% Q2 2026 Aug 13, 2026
CPWA, LLC History No change 16,329 1,616 1.88% 1.88% 1122 0 0.0% Q2 2026 Jul 30, 2026
Stirlingshire Investments, Inc. History No change 16,308 1,614 1.2% 1.2% 1123 0 0.0% Q2 2026 Jul 31, 2026
October Effect Ltd History No change 16,244 1,607 1.51% 1.51% 1124 0 0.0% Q2 2026 Jul 21, 2026
Emerald Investment Advisers, LLC History No change 16,154 1,598 0.11% 0.11% 1125 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 16,027 1,586 0.06% 0.06% 1126 0 0.0% Q2 2026 Aug 05, 2026
WAYCROSS PARTNERS, LLC History No change 16,000 1,583 0.13% 0.13% 1127 0 0.0% Q2 2026 Aug 11, 2026
Core Wealth Partners LLC History No change 15,948 1,578 0.67% 0.67% 1128 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Advisors, LLC History No change 15,898 1,573 0.02% 0.02% 1129 0 0.0% Q2 2026 Aug 06, 2026
Presidio Capital Management, LLC History No change 15,871 1,570 0.39% 0.39% 1130 0 0.0% Q2 2026 Jul 14, 2026
CULBERTSON A N & CO INC History No change 15,642 1,548 0.18% 0.18% 1131 0 0.0% Q2 2026 Jul 29, 2026
Inscription Capital, LLC History No change 15,611 1,545 0.14% 0.14% 1132 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 15,591 1,543 0.02% 0.02% 1133 0 0.0% Q2 2026 Aug 13, 2026
Sugar Maple Asset Management, LLC History No change 15,540 1,538 0.99% 0.99% 1134 0 0.0% Q2 2026 Jul 28, 2026
Hayek Kallen Investment Management History No change 15,515 1,536 0.47% 0.47% 1135 0 0.0% Q2 2026 Aug 17, 2026
Sandhill Capital Partners LLC History No change 15,497 1,533 0.12% 0.12% 1136 0 0.0% Q2 2026 Aug 13, 2026
Fonville Wealth Management LLC History No change 15,482 1,532 0.25% 0.25% 1137 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 15,420 1,526 0.13% 0.13% 1138 0 0.0% Q2 2026 Jul 28, 2026
Sun Financial Inc History No change 15,669 1,523 0.72% 0.72% 1139 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Financial Services LLC History No change 15,386 1,522 0.07% 0.07% 1140 0 0.0% Q2 2026 Aug 11, 2026
Kohmann Bosshard Financial Services, LLC History No change 15,289 1,513 0.13% 0.13% 1141 0 0.0% Q2 2026 Jul 14, 2026
TrustWell Financial Advisors, LLC History No change 15,130 1,497 1.27% 1.27% 1142 0 0.0% Q2 2026 Jul 22, 2026
Shepherd Street Advisors LLC History No change 15,067 1,478 1.3% 1.3% 1143 0 0.0% Q2 2026 Jul 24, 2026
Hibernia Wealth Partners, LLC History No change 14,824 1,467 0.79% 0.79% 1144 0 0.0% Q2 2026 Jul 23, 2026
Sepio Capital, LP History No change 14,785 1,463 0.07% 0.07% 1145 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 14,755 1,460 0.02% 0.02% 1146 0 0.0% Q2 2026 Aug 11, 2026
Orgel Wealth Management, LLC History No change 14,675 1,452 0.03% 0.03% 1147 0 0.0% Q2 2026 Jul 13, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 14,638 1,448 0.76% 0.76% 1148 0 0.0% Q2 2026 Aug 06, 2026
Intelligence Driven Advisers, LLC History No change 14,606 1,445 0.23% 0.23% 1149 0 0.0% Q2 2026 Aug 06, 2026
Miller Financial Services LLC History No change 14,525 1,437 1.16% 1.16% 1150 0 0.0% Q2 2026 Jul 29, 2026
HORAN Wealth, LLC History No change 14,499 1,435 0.18% 0.18% 1151 0 0.0% Q2 2026 Aug 26, 2026
Clark Asset Management, LLC History No change 14,470 1,432 0.11% 0.11% 1152 0 0.0% Q2 2026 Jul 07, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 15,443 1,416 1.06% 1.06% 1153 0 0.0% Q2 2026 Jul 30, 2026
ENTREWEALTH, LLC History No change 14,530 1,415 0.52% 0.52% 1154 0 0.0% Q2 2026 Aug 13, 2026
Dixon Mitchell Investment Counsel Inc. History No change 14,277 1,413 0.05% 0.05% 1155 0 0.0% Q2 2026 Aug 13, 2026
ANCHYRA PARTNERS LLC History No change 14,243 1,409 0.34% 0.34% 1156 0 0.0% Q2 2026 Jul 23, 2026
ARK & TLK INVESTMENTS, LLC History No change 14,178 1,403 0.35% 0.35% 1157 0 0.0% Q2 2026 Jul 20, 2026
NorthLanding Financial Partners, LLC History No change 14,155 1,401 0.97% 0.97% 1158 0 0.0% Q2 2026 Jul 23, 2026
Rather & Kittrell, Inc. History No change 14,154 1,400 0.2% 0.2% 1159 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 14,782 1,397 0.04% 0.04% 1160 -890 -5.68% Q3 2026 Oct 05, 2026
CCG WEALTH MANAGEMENT, LLC History No change 13,937 1,379 0.32% 0.32% 1161 0 0.0% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History No change 13,924 1,378 0.04% 0.04% 1162 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Group, LLC History No change 13,886 1,374 0.53% 0.53% 1163 0 0.0% Q2 2026 Jul 08, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 13,875 1,373 0.2% 0.2% 1164 0 0.0% Q2 2026 Jul 10, 2026
Legacy PCG, LLC History No change 14,127 1,373 6.63% 6.63% 1165 0 0.0% Q2 2026 Aug 12, 2026
Perennial Investment Advisors, LLC History No change 13,860 1,371 0.09% 0.09% 1166 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 13,848 1,370 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 13,840 1,369 0.17% 0.17% 1168 0 0.0% Q2 2026 Aug 12, 2026
PAX Financial Group, LLC History No change 13,830 1,368 0.2% 0.2% 1169 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 13,777 1,363 0.15% 0.15% 1170 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 13,753 1,360 0.14% 0.14% 1171 0 0.0% Q2 2026 Aug 13, 2026
Americana Partners, LLC History No change 13,727 1,358 0.03% 0.03% 1172 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 13,711 1,357 0.07% 0.07% 1173 0 0.0% Q2 2026 Aug 07, 2026
Forza Wealth Management, LLC History No change 13,682 1,354 0.42% 0.42% 1174 0 0.0% Q2 2026 Jul 17, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 13,549 1,341 0.1% 0.1% 1175 0 0.0% Q2 2026 Jul 28, 2026
Cane Capital Partners, LLC History No change 13,483 1,334 0.53% 0.53% 1176 0 0.0% Q2 2026 Aug 05, 2026
LAVELLE CAPITAL LP History No change 13,487 1,334 0.57% 0.57% 1177 0 0.0% Q2 2026 Jul 22, 2026
Tennessee Valley Asset Management Partners History No change 13,459 1,332 0.15% 0.15% 1178 0 0.0% Q2 2026 Aug 10, 2026
ALTFEST L J & CO INC History No change 13,387 1,325 0.13% 0.13% 1179 0 0.0% Q2 2026 Jul 30, 2026
Curi Capital, LLC History No change 13,302 1,316 0.02% 0.02% 1180 0 0.0% Q2 2026 Aug 14, 2026
Horizons Wealth Management History New 13,888 1,312 0.82% — 1181 +13,888 New Q3 2026 Oct 05, 2026
CIBC Asset Management Inc History No change 13,130 1,299 0.0% 0.0% 1182 0 0.0% Q2 2026 Aug 03, 2026
Providence Capital Advisors, LLC History No change 13,091 1,295 0.2% 0.2% 1183 0 0.0% Q2 2026 Aug 11, 2026
Alpha Financial Advisors, LLC History No change 13,086 1,295 0.34% 0.34% 1184 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Capital Management, LLC History No change 13,042 1,291 0.31% 0.31% 1185 0 0.0% Q2 2026 Aug 13, 2026
CONWAY CAPITAL MANAGEMENT, INC. History No change 13,044 1,291 0.57% 0.57% 1186 0 0.0% Q2 2026 Aug 07, 2026
Phillips Wealth Planners LLC History No change 13,117 1,288 0.95% 0.95% 1187 0 0.0% Q2 2026 Aug 07, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 13,009 1,287 0.69% 0.69% 1188 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 12,939 1,280 0.01% 0.01% 1189 0 0.0% Q2 2026 Jul 17, 2026
Wall Capital Group, Inc. History No change 12,927 1,279 1.05% 1.05% 1190 0 0.0% Q2 2026 Jul 24, 2026
Ariadne Wealth Management, LP History No change 12,883 1,275 0.56% 0.56% 1191 0 0.0% Q2 2026 Aug 13, 2026
BridgePort Financial Solutions, LLC History No change 12,848 1,271 0.32% 0.32% 1192 0 0.0% Q2 2026 Jul 24, 2026
MFA Wealth Services History No change 12,790 1,265 0.76% 0.76% 1193 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 12,737 1,260 0.08% 0.08% 1194 0 0.0% Q2 2026 Jul 20, 2026
Jefferies Financial Group Inc. History No change 12,685 1,255 0.01% 0.01% 1195 0 0.0% Q2 2026 Aug 17, 2026
LifeGoal Investments, LLC History No change 12,654 1,252 0.57% 0.57% 1196 0 0.0% Q2 2026 Jul 08, 2026
FOCUS Wealth Advisors, LLC History No change 12,595 1,246 0.58% 0.58% 1197 0 0.0% Q2 2026 Jul 07, 2026
Harvest Investment Services, LLC History No change 12,539 1,241 0.19% 0.19% 1198 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 12,526 1,239 0.02% 0.02% 1199 0 0.0% Q2 2026 Jul 20, 2026
SAGE FINANCIAL GROUP INC History No change 12,484 1,235 0.07% 0.07% 1200 0 0.0% Q2 2026 Jul 21, 2026
City Center Advisors, LLC History Added to 13,048 1,233 0.94% 0.91% 1201 +1,674 14.72% Q3 2026 Oct 07, 2026
UNION SAVINGS BANK History No change 12,419 1,229 0.49% 0.49% 1202 0 0.0% Q2 2026 Jul 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 12,401 1,227 0.12% 0.12% 1203 0 0.0% Q2 2026 Jul 13, 2026
AFFINITY INVESTMENT ADVISORS, LLC History No change 12,390 1,226 0.62% 0.62% 1204 0 0.0% Q2 2026 Aug 05, 2026
Alesco Advisors, LLC, An ESL Co History No change 12,372 1,224 0.03% 0.03% 1205 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 12,326 1,220 0.08% 0.08% 1206 0 0.0% Q2 2026 Aug 05, 2026
Carr Financial Group Corp History No change 12,238 1,211 0.28% 0.28% 1207 0 0.0% Q2 2026 Aug 06, 2026
Clarity Retirement & Wealth, LLC History No change 12,172 1,204 0.83% 0.83% 1208 0 0.0% Q2 2026 Jul 30, 2026
Keebeck Wealth Management History No change 12,156 1,203 0.12% 0.12% 1209 0 0.0% Q2 2026 Aug 11, 2026
Asset One Wealth Management LLC History No change 12,207 1,197 0.13% 0.13% 1210 0 0.0% Q2 2026 Aug 13, 2026
TCV Trust & Wealth Management, Inc. History No change 12,025 1,190 0.09% 0.09% 1211 0 0.0% Q2 2026 Jul 24, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 12,000 1,187 0.53% 0.53% 1212 0 0.0% Q2 2026 Aug 17, 2026
Realta Investment Advisors History No change 11,995 1,187 0.37% 0.37% 1213 0 0.0% Q2 2026 Jul 20, 2026
Compass Financial Group, Inc. (Ohio) History No change 11,899 1,177 0.79% 0.79% 1214 0 0.0% Q2 2026 Aug 12, 2026
GARRISON POINT ADVISORS, LLC History No change 11,868 1,174 0.48% 0.48% 1215 0 0.0% Q2 2026 Jul 31, 2026
King Wealth Management Group History No change 11,843 1,172 0.13% 0.13% 1216 0 0.0% Q2 2026 Aug 05, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 11,840 1,171 0.03% 0.03% 1217 0 0.0% Q2 2026 Aug 13, 2026
INGALLS & SNYDER LLC History No change 11,834 1,171 0.03% 0.03% 1218 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 11,840 1,171 0.33% 0.33% 1219 0 0.0% Q2 2026 Aug 05, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 11,839 1,171 0.49% 0.49% 1220 0 0.0% Q2 2026 Jul 16, 2026
Heritage Trust Co History No change 11,829 1,170 0.1% 0.1% 1221 0 0.0% Q2 2026 Aug 06, 2026
Bison Wealth, LLC History No change 11,860 1,170 0.11% 0.11% 1222 0 0.0% Q2 2026 Jul 07, 2026
CoreCap Advisors, LLC History No change 11,801 1,168 0.03% 0.03% 1223 0 0.0% Q2 2026 Jul 06, 2026
WealthNavi Inc. History No change 11,751,184 1,163 9.11% 9.11% 1224 0 0.0% Q2 2026 Jul 23, 2026
Value Investment Professionals, LLC History No change 11,658 1,153 0.97% 0.97% 1225 0 0.0% Q2 2026 Jul 07, 2026
Avondale Wealth Management History No change 11,574 1,145 0.47% 0.47% 1226 0 0.0% Q2 2026 Jul 13, 2026
Invariant Investment Management History No change 11,601 1,144 0.67% 0.67% 1227 0 0.0% Q2 2026 Jul 08, 2026
Balefire, LLC History No change 11,523 1,140 0.19% 0.19% 1228 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 11,514 1,139 0.07% 0.07% 1229 0 0.0% Q2 2026 Aug 05, 2026
MATTERS CAPITAL LLC History No change 11,503 1,138 0.8% 0.8% 1230 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 11,493 1,137 0.08% 0.08% 1231 0 0.0% Q2 2026 Jul 15, 2026
Falcon Wealth Planning History No change 11,486 1,136 0.07% 0.07% 1232 0 0.0% Q2 2026 Jul 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 11,262 1,114 0.18% 0.18% 1233 0 0.0% Q2 2026 Jul 15, 2026
GWN SECURITIES INC. History No change 11,222 1,110 0.19% 0.19% 1234 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,268 1,106 0.02% 0.02% 1235 0 0.0% Q2 2026 Jul 27, 2026
S Harris Financial Group, LLC History No change 11,106 1,099 0.85% 0.85% 1236 0 0.0% Q2 2026 Jul 24, 2026
Lee Financial Co History No change 11,093 1,097 0.14% 0.14% 1237 0 0.0% Q2 2026 Jul 22, 2026
Kampmann Melissa S. History No change 11,053 1,094 0.83% 0.83% 1238 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisory Services, LLC History No change 11,007 1,089 0.07% 0.07% 1239 0 0.0% Q2 2026 Jul 23, 2026
17 CAPITAL PARTNERS, LLC History No change 10,990 1,087 0.49% 0.49% 1240 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial Consulting LLC History No change 10,989 1,087 0.74% 0.74% 1241 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 10,825 1,075 0.06% 0.06% 1242 0 0.0% Q2 2026 Jul 14, 2026
Strategies Wealth Advisors, LLC History No change 10,863 1,075 0.1% 0.1% 1243 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 10,842 1,073 0.02% 0.02% 1244 0 0.0% Q2 2026 Jul 31, 2026
Stratos Investment Management, LLC History No change 10,801 1,069 0.04% 0.04% 1245 0 0.0% Q2 2026 Aug 11, 2026
Rockbridge Investment Management, LCC History No change 10,799 1,068 0.09% 0.09% 1246 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 10,797 1,068 0.13% 0.13% 1247 0 0.0% Q2 2026 Aug 14, 2026
Advus Financial Partners, LLC History No change 10,797 1,068 0.3% 0.3% 1248 0 0.0% Q2 2026 Oct 02, 2026
TruNorth Capital Management, LLC History No change 10,743 1,063 0.17% 0.17% 1249 0 0.0% Q2 2026 Jul 23, 2026
CDKV HOLDINGS LLC History No change 10,745 1,063 0.83% 0.83% 1250 0 0.0% Q2 2026 Jul 30, 2026
TSFG, LLC History No change 10,668 1,056 0.13% 0.13% 1251 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 10,650 1,054 0.03% 0.03% 1252 0 0.0% Q2 2026 Aug 11, 2026
TME FINANCIAL, INC. History No change 10,653 1,054 0.65% 0.65% 1253 0 0.0% Q2 2026 Jul 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 10,646 1,053 0.17% 0.17% 1254 0 0.0% Q2 2026 Jul 27, 2026
Fairvoy Private Wealth, LLC History No change 10,647 1,053 0.21% 0.21% 1255 0 0.0% Q2 2026 Jul 17, 2026
Quest 10 Wealth Builders, Inc. History No change 10,622 1,051 0.82% 0.82% 1256 0 0.0% Q2 2026 Jul 24, 2026
Rede Wealth, LLC History No change 10,584 1,047 0.35% 0.35% 1257 0 0.0% Q2 2026 Aug 03, 2026
V2 Financial group LLC History No change 10,560 1,045 0.39% 0.39% 1258 0 0.0% Q2 2026 Aug 10, 2026
Genesee Capital Advisors, LLC History No change 10,536 1,042 0.33% 0.33% 1259 0 0.0% Q2 2026 Aug 06, 2026
Cadent Capital Advisors, LLC History No change 10,515 1,040 0.21% 0.21% 1260 0 0.0% Q2 2026 Jul 13, 2026
Procyon Advisors, LLC History No change 10,514 1,040 0.04% 0.04% 1261 0 0.0% Q2 2026 Jul 09, 2026
HANOVER ADVISORS INC History No change 10,471 1,036 0.37% 0.37% 1262 0 0.0% Q2 2026 Aug 12, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 10,417 1,031 0.15% 0.15% 1263 0 0.0% Q2 2026 Jul 22, 2026
Turtle Creek Wealth Advisors, LLC History No change 10,407 1,030 0.05% 0.05% 1264 0 0.0% Q2 2026 Jul 27, 2026
Yukon Wealth Management, Inc. History No change 10,395 1,028 0.29% 0.29% 1265 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 10,340 1,023 0.06% 0.06% 1266 0 0.0% Q2 2026 Jul 16, 2026
CIDEL ASSET MANAGEMENT INC History No change 10,301 1,019 0.05% 0.05% 1267 0 0.0% Q2 2026 Jul 17, 2026
E-Wealth Partners, LLC History No change 10,293 1,018 0.74% 0.74% 1268 0 0.0% Q2 2026 Aug 17, 2026
Brookmont Capital Management History No change 10,278 1,017 0.55% 0.55% 1269 0 0.0% Q2 2026 Jul 24, 2026
Performance Wealth Partners, LLC History No change 10,262 1,015 0.03% 0.03% 1270 0 0.0% Q2 2026 Aug 07, 2026
Peterson Wealth Services History No change 10,247 1,014 0.22% 0.22% 1271 0 0.0% Q2 2026 Jul 27, 2026
M1 Capital Management LLC History No change 10,211 1,010 0.37% 0.37% 1272 0 0.0% Q2 2026 Aug 11, 2026
Boyd Wealth Management, LLC History No change 10,189 1,008 0.38% 0.38% 1273 0 0.0% Q2 2026 Jul 16, 2026
Latitude Advisors, LLC History No change 10,184 1,007 0.4% 0.4% 1274 0 0.0% Q2 2026 Jul 27, 2026
Northwest Bancshares, Inc. History No change 10,151 1,004 0.18% 0.18% 1275 0 0.0% Q2 2026 Aug 14, 2026
Cedar Point Capital Partners, LLC History No change 10,125 1,002 0.58% 0.58% 1276 0 0.0% Q2 2026 Jul 27, 2026
Successful Portfolios LLC History No change 10,188 999 0.47% 0.47% 1277 0 0.0% Q2 2026 Jul 14, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 10,050 994 0.09% 0.09% 1278 0 0.0% Q2 2026 Jul 28, 2026
Crusonia Wealth Advisors LLC History No change 10,016 991 0.16% 0.16% 1279 0 0.0% Q2 2026 Jul 30, 2026
Avion Wealth History No change 10,010 990 0.18% 0.18% 1280 0 0.0% Q2 2026 Jul 31, 2026
Fermata Advisors, LLC History No change 9,989 988 0.2% 0.2% 1281 0 0.0% Q2 2026 Jul 07, 2026
WEDBUSH SECURITIES INC History No change 9,928 983 0.03% 0.03% 1282 0 0.0% Q2 2026 Jul 28, 2026
Third View Private Wealth, LLC History No change 9,883 978 0.12% 0.12% 1283 0 0.0% Q2 2026 Jul 27, 2026
Connecticut Wealth Management, LLC History No change 9,840 973 0.04% 0.04% 1284 0 0.0% Q2 2026 Jul 29, 2026
Oak Wealth Advisors LLC History No change 9,825 972 0.47% 0.47% 1285 0 0.0% Q2 2026 Jul 22, 2026
XTX Topco Ltd History No change 9,789 968 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 14, 2026
ALM First Financial Advisors, LLC History No change 9,767 966 0.16% 0.16% 1287 0 0.0% Q2 2026 Jul 10, 2026
Ellis Investment Partners, LLC History No change 9,707 960 0.15% 0.15% 1288 0 0.0% Q2 2026 Aug 05, 2026
Smith Thornton Advisors LLC History No change 9,822 959 0.42% 0.42% 1289 0 0.0% Q2 2026 Jul 14, 2026
Carnegie Investment Counsel History No change 9,624 952 0.02% 0.02% 1290 0 0.0% Q2 2026 Jul 30, 2026
C M BIDWELL & ASSOCIATES LTD History No change 9,586 948 0.39% 0.39% 1291 0 0.0% Q2 2026 Aug 11, 2026
HRC WEALTH MANAGEMENT, LLC History No change 9,552 945 0.39% 0.39% 1292 0 0.0% Q2 2026 Jul 10, 2026
RED REEF ADVISORS LLC History No change 9,549 945 0.87% 0.87% 1293 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History No change 9,517 941 0.04% 0.04% 1294 0 0.0% Q2 2026 Jul 20, 2026
VestGen Investment Management History No change 9,498 940 0.5% 0.5% 1295 0 0.0% Q2 2026 Jul 31, 2026
Sovereign Financial Group, Inc. History No change 9,484 938 0.14% 0.14% 1296 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 9,473 937 0.18% 0.18% 1297 0 0.0% Q2 2026 Jul 16, 2026
Nordwand Advisors, LLC History No change 9,476 937 0.14% 0.14% 1298 0 0.0% Q2 2026 Aug 07, 2026
Tolleson Wealth Management, Inc. History No change 9,423 932 0.13% 0.13% 1299 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 9,373 927 0.13% 0.13% 1300 0 0.0% Q2 2026 Jul 16, 2026
Investment Advisory Group, LLC History No change 9,355 925 0.2% 0.2% 1301 0 0.0% Q2 2026 Aug 06, 2026
William Howard & Co Financial Advisors Inc History No change 9,340 924 0.72% 0.72% 1302 0 0.0% Q2 2026 Jul 09, 2026
HOGE FINANCIAL SERVICES, LLC History No change 9,255 916 0.44% 0.44% 1303 0 0.0% Q2 2026 Jul 29, 2026
Factor Wealth Management LTD History No change 9,236 914 0.14% 0.14% 1304 0 0.0% Q2 2026 Jul 07, 2026
HighMark Wealth Management LLC History No change 9,230 913 0.31% 0.31% 1305 0 0.0% Q2 2026 Aug 12, 2026
AGF MANAGEMENT LTD History No change 9,200 910 0.0% 0.0% 1306 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 9,200 910 0.23% 0.23% 1307 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 9,151 905 0.12% 0.12% 1308 0 0.0% Q2 2026 Aug 12, 2026
Rinkey Investments History No change 9,106 901 0.21% 0.21% 1309 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 9,065 898 0.02% 0.02% 1310 0 0.0% Q2 2026 Aug 05, 2026
Petros Family Wealth, LLC History No change 9,058 896 0.55% 0.55% 1311 0 0.0% Q2 2026 Jul 27, 2026
Optivise Advisory Services LLC History No change 9,059 896 0.45% 0.45% 1312 0 0.0% Q2 2026 Jul 13, 2026
Orin Green Financial, LLC History No change 9,013 892 0.33% 0.33% 1313 0 0.0% Q2 2026 Jul 13, 2026
Vested Financial Planning, LLC History No change 8,982 889 0.6% 0.6% 1314 0 0.0% Q2 2026 Aug 05, 2026
MMA ASSET MANAGEMENT LLC History No change 8,892 880 0.28% 0.28% 1315 0 0.0% Q2 2026 Aug 04, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 8,870 877 0.0% 0.0% 1316 0 0.0% Q2 2026 Aug 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,761 867 0.02% 0.02% 1317 0 0.0% Q2 2026 Jul 31, 2026
Tradewinds, LLC. History No change 19,377 867 0.2% 0.2% 1318 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 8,746 865 0.0% 0.0% 1319 0 0.0% Q2 2026 Aug 07, 2026
Prairiewood Capital, LLC History No change 8,720 863 0.22% 0.22% 1320 0 0.0% Q2 2026 Jul 28, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 8,711 862 0.46% 0.46% 1321 0 0.0% Q2 2026 Jul 24, 2026
Legacy Capital Group California, Inc. History No change 8,694 860 0.26% 0.26% 1322 0 0.0% Q2 2026 Jul 29, 2026
Blue Fin Capital, Inc. History No change 8,688 859 0.12% 0.12% 1323 0 0.0% Q2 2026 Aug 04, 2026
Fortitude Advisory Group L.L.C. History No change 8,566 847 0.32% 0.32% 1324 0 0.0% Q2 2026 Jul 22, 2026
Summa Corp. History No change 8,550 846 0.27% 0.27% 1325 0 0.0% Q2 2026 Aug 06, 2026
Virtue Capital Management, LLC History No change 8,545 845 0.11% 0.11% 1326 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 8,449 836 0.02% 0.02% 1327 0 0.0% Q2 2026 Aug 11, 2026
Guardian Partners Inc. History No change 8,441 835 0.08% 0.08% 1328 0 0.0% Q2 2026 Jul 29, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 8,417 833 0.69% 0.69% 1329 0 0.0% Q2 2026 Jul 30, 2026
Finley Financial, LLC History No change 8,410 832 0.33% 0.33% 1330 0 0.0% Q2 2026 Jul 08, 2026
Argent Trust Co History No change 8,366 828 0.02% 0.02% 1331 0 0.0% Q2 2026 Aug 06, 2026
CRUX WEALTH ADVISORS History No change 8,330 824 0.29% 0.29% 1332 0 0.0% Q2 2026 Jul 21, 2026
Dala Group, LLC History No change 8,335 824 0.68% 0.68% 1333 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 8,323 823 0.07% 0.07% 1334 0 0.0% Q2 2026 Jul 27, 2026
Cynosure Group, LLC History No change 8,315 822 0.12% 0.12% 1335 0 0.0% Q2 2026 Aug 05, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 8,253 816 0.52% 0.52% 1336 0 0.0% Q2 2026 Aug 04, 2026
VAUGHAN & Co SECURITIES, INC. History No change 8,240 815 0.38% 0.38% 1337 0 0.0% Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History No change 8,330 812 0.05% 0.05% 1338 0 0.0% Q2 2026 Aug 07, 2026
Veracity Capital LLC History No change 8,142 805 0.22% 0.22% 1339 0 0.0% Q2 2026 Jul 10, 2026
Evergreen Advisors, LLC History No change 8,101 801 0.17% 0.17% 1340 0 0.0% Q2 2026 Aug 04, 2026
Vantus Wealth LLC History No change 8,054 797 0.43% 0.43% 1341 0 0.0% Q2 2026 Aug 07, 2026
Rock Point Advisors, LLC History No change 8,036 795 0.19% 0.19% 1342 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7,981 789 0.36% 0.36% 1343 0 0.0% Q2 2026 Aug 13, 2026
BRADY FAMILY WEALTH, LLC History No change 7,971 788 0.23% 0.23% 1344 0 0.0% Q2 2026 Jul 13, 2026
Triumph Capital Management History No change 7,948 786 0.14% 0.14% 1345 0 0.0% Q2 2026 Jul 20, 2026
Ledyard National Bank History No change 7,878 779 0.06% 0.06% 1346 0 0.0% Q2 2026 Jul 16, 2026
LVW Advisors, LLC History No change 7,862 778 0.07% 0.07% 1347 0 0.0% Q2 2026 Jul 15, 2026
ABLE Financial Group, LLC History No change 7,869 778 0.13% 0.13% 1348 0 0.0% Q2 2026 Jul 22, 2026
BWM Planning, LLC History No change 7,845 776 0.18% 0.18% 1349 0 0.0% Q2 2026 Jul 23, 2026
Bayshore Capital Advisors, LLC History No change 7,827 774 0.36% 0.36% 1350 0 0.0% Q2 2026 Jul 22, 2026
Weil Company, Inc. History No change 7,787 770 0.14% 0.14% 1351 0 0.0% Q2 2026 Aug 05, 2026
KITCHING PARTNERS, LLC History No change 7,741 766 0.66% 0.66% 1352 0 0.0% Q2 2026 Jul 30, 2026
Bond & Devick Financial Network, Inc. History No change 7,717 763 0.19% 0.19% 1353 0 0.0% Q2 2026 Jul 16, 2026
Argyle Capital Partners, LLC History No change 7,712 763 0.48% 0.48% 1354 0 0.0% Q2 2026 Aug 07, 2026
Inman Jager Wealth Management, LLC History No change 7,704 762 0.41% 0.41% 1355 0 0.0% Q2 2026 Aug 07, 2026
Echo45 Advisors LLC History Added to 8,020 758 0.35% 0.14% 1356 +5,205 184.9% Q3 2026 Oct 07, 2026
NWK Group, Inc. History No change 7,646 756 0.23% 0.23% 1357 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History Added to 7,925 749 0.06% 0.05% 1359 +1,509 23.52% Q3 2026 Oct 07, 2026
Stewardship Advisors, LLC History No change 7,575 749 0.16% 0.16% 1358 0 0.0% Q2 2026 Jul 20, 2026
OUTFITTERS FINANCIAL LLC History No change 7,561 748 0.52% 0.52% 1360 0 0.0% Q2 2026 Aug 10, 2026
Farrow Financial, Inc. History No change 7,552 747 0.4% 0.4% 1361 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,525 744 0.01% 0.01% 1362 0 0.0% Q2 2026 Jul 14, 2026
Bernardo Wealth Planning LLC History No change 7,521 744 0.13% 0.13% 1363 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 7,507 743 0.17% 0.17% 1364 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 7,502 742 0.09% 0.09% 1365 0 0.0% Q2 2026 Jul 20, 2026
ADVISORTRUST PARTNERS, LLC History No change 7,505 742 0.25% 0.25% 1366 0 0.0% Q2 2026 Aug 10, 2026
PALLADIEM, LLC History No change 7,471 739 0.72% 0.72% 1367 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 7,464 738 0.03% 0.03% 1368 0 0.0% Q2 2026 Jul 28, 2026
Pearl Planning LLC History No change 7,459 738 0.34% 0.34% 1369 0 0.0% Q2 2026 Jul 21, 2026
GW HENSSLER & ASSOCIATES LTD History No change 7,444 736 0.03% 0.03% 1370 0 0.0% Q2 2026 Jul 28, 2026
Skyline Advisors, Inc. History No change 7,407 733 0.23% 0.23% 1371 0 0.0% Q2 2026 Jul 20, 2026
Y.D. More Investments Ltd History No change 7,375 729 0.02% 0.02% 1372 0 0.0% Q2 2026 Aug 05, 2026
Monument Capital Management History No change 7,356 728 0.15% 0.15% 1373 0 0.0% Q2 2026 Jul 22, 2026
Jacobi Capital Management LLC History No change 7,327 725 0.04% 0.04% 1374 0 0.0% Q2 2026 Jul 31, 2026
CVFG LLC History No change 7,323 724 0.08% 0.08% 1375 0 0.0% Q2 2026 Aug 11, 2026
EJMK Ventures LLC History No change 7,272 719 0.33% 0.33% 1376 0 0.0% Q2 2026 Aug 06, 2026
Advisory Alpha, LLC History No change 7,209 713 0.02% 0.02% 1377 0 0.0% Q2 2026 Aug 11, 2026
Amicus Financial Advisors, LLC History No change 7,199 712 0.17% 0.17% 1378 0 0.0% Q2 2026 Jul 20, 2026
Mayflower Financial Advisors, LLC History No change 7,160 708 0.06% 0.06% 1379 0 0.0% Q2 2026 Jul 09, 2026
Dunhill Financial, LLC History No change 7,140 706 0.14% 0.14% 1380 0 0.0% Q2 2026 Aug 07, 2026
1015 Capital Partners, LLC History No change 7,109 703 0.59% 0.59% 1381 0 0.0% Q2 2026 Jul 21, 2026
Wellington Shields & Co., LLC History No change 7,090 701 0.16% 0.16% 1382 0 0.0% Q2 2026 Aug 10, 2026
MRP Capital Investments, LLC History No change 7,085 701 0.52% 0.52% 1383 0 0.0% Q2 2026 Aug 10, 2026
Finward Bancorp History No change 7,077 700 0.53% 0.53% 1384 0 0.0% Q2 2026 Jul 16, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 7,049 697 0.14% 0.14% 1385 0 0.0% Q2 2026 Jul 13, 2026
Lifeworks Advisors, LLC History No change 7,018 694 0.07% 0.07% 1386 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 6,994 692 0.25% 0.25% 1387 0 0.0% Q2 2026 Aug 04, 2026
Per Stirling Capital Management, LLC. History No change 6,997 692 0.07% 0.07% 1388 0 0.0% Q2 2026 Aug 14, 2026
Planned Solutions, Inc. History No change 6,993 692 0.2% 0.2% 1389 0 0.0% Q2 2026 Jul 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 6,969 689 0.16% 0.16% 1390 0 0.0% Q2 2026 Aug 10, 2026
Evernest Financial Advisors, LLC History No change 6,969 689 0.14% 0.14% 1391 0 0.0% Q2 2026 Aug 05, 2026
OBSIDIAN CIO, LLC History No change 6,922 685 0.51% 0.51% 1392 0 0.0% Q2 2026 Aug 03, 2026
Unify Financial Advisors History No change 6,900 682 0.63% 0.63% 1393 0 0.0% Q2 2026 Jul 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,874 680 0.08% 0.08% 1394 0 0.0% Q2 2026 Jul 09, 2026
POSTROCK PARTNERS LLC History No change 6,784 671 0.27% 0.27% 1395 0 0.0% Q2 2026 Jul 24, 2026
Farmers National Bank History No change 6,720 665 0.14% 0.14% 1396 0 0.0% Q2 2026 Aug 11, 2026
Clearwave Capital, LLC History No change 6,701 663 0.37% 0.37% 1397 0 0.0% Q2 2026 Jul 17, 2026
Transcendent Capital Group LLC History No change 6,691 662 0.26% 0.26% 1398 0 0.0% Q2 2026 Aug 05, 2026
J.E. Simmons & Co., P.C. History No change 6,669 660 0.37% 0.37% 1399 0 0.0% Q2 2026 Jul 15, 2026
49 WEALTH MANAGEMENT, LLC History No change 6,664 659 0.13% 0.13% 1400 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 6,664 659 0.13% 0.13% 1401 0 0.0% Q2 2026 Aug 14, 2026
Aurdan Capital Management, LLC History No change 6,650 658 0.17% 0.17% 1402 0 0.0% Q2 2026 Jul 15, 2026
BKM Wealth Management, LLC History No change 6,618 655 0.23% 0.23% 1403 0 0.0% Q2 2026 Jul 29, 2026
Carolina Wealth Management Inc History No change 6,618 655 0.3% 0.3% 1404 0 0.0% Q2 2026 Aug 11, 2026
Talon Private Wealth, LLC History No change 6,574 650 0.08% 0.08% 1405 0 0.0% Q2 2026 Sep 11, 2026
Berkeley Capital Partners, LLC History No change 6,560 649 0.13% 0.13% 1406 0 0.0% Q2 2026 Aug 06, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,548 648 0.07% 0.07% 1407 0 0.0% Q2 2026 Jul 28, 2026
IPG Investment Advisors LLC History No change 6,540 647 0.09% 0.09% 1408 0 0.0% Q2 2026 Aug 12, 2026
Thrive Wealth Management, LLC History No change 6,537 647 0.08% 0.08% 1409 0 0.0% Q2 2026 Jul 07, 2026
Gen-Wealth Partners Inc History No change 6,532 646 0.18% 0.18% 1410 0 0.0% Q2 2026 Aug 10, 2026
REGIMEN WEALTH, LLC History No change 6,522 645 0.17% 0.17% 1411 0 0.0% Q2 2026 Aug 05, 2026
PMG Wealth Management, Inc. History No change 6,500 643 0.4% 0.4% 1412 0 0.0% Q2 2026 Aug 05, 2026
Sterling Group Wealth Management, LLC History No change 6,476 640 0.26% 0.26% 1413 0 0.0% Q2 2026 Aug 03, 2026
Tulsa Wealth Advisors, INC History No change 6,470 640 0.09% 0.09% 1414 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Advisors Inc. History No change 6,458 639 0.11% 0.11% 1415 0 0.0% Q2 2026 Jul 16, 2026
Gladwyn Financial Advisors, Inc. History Reduced 6,742 637 0.41% 0.42% 1417 -111 -1.62% Q3 2026 Oct 05, 2026
TRUEFG, LLC History No change 6,438 637 0.15% 0.15% 1416 0 0.0% Q2 2026 Jul 16, 2026
UPTICK PARTNERS, LLC History No change 6,399 633 0.1% 0.1% 1418 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 6,381 631 0.7% 0.7% 1419 0 0.0% Q2 2026 Jul 02, 2026
JNBA Financial Advisors History No change 6,373 630 0.05% 0.05% 1420 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 6,346 628 0.08% 0.08% 1421 0 0.0% Q2 2026 Aug 05, 2026
Revolve Wealth Partners, LLC History No change 6,349 628 0.07% 0.07% 1422 0 0.0% Q2 2026 Jul 09, 2026
Andina Capital Management, LLC History No change 6,321 625 1.01% 1.01% 1423 0 0.0% Q2 2026 Aug 05, 2026
RW Investment Management LLC History No change 6,311 624 0.05% 0.05% 1424 0 0.0% Q2 2026 Aug 06, 2026
Blue Edge Capital, LLC History No change 6,302 623 0.07% 0.07% 1425 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History No change 6,290 622 0.06% 0.06% 1426 0 0.0% Q2 2026 Jul 20, 2026
Gallagher Capital Advisors, LLC History No change 6,264 619 0.35% 0.35% 1427 0 0.0% Q2 2026 Aug 04, 2026
Five Oceans Advisors History No change 6,238 617 0.2% 0.2% 1428 0 0.0% Q2 2026 Jul 15, 2026
DOVER ADVISORS, LLC History No change 6,179 617 0.25% 0.25% 1429 0 0.0% Q2 2026 Aug 07, 2026
MSH Capital Advisors LLC History No change 6,227 616 0.11% 0.11% 1430 0 0.0% Q2 2026 Aug 10, 2026
TMB Capital Partners, LLC History No change 6,185 612 0.19% 0.19% 1431 0 0.0% Q2 2026 Jul 24, 2026
Zinnia Wealth Advisory, LLC History No change 6,173 611 0.62% 0.62% 1432 0 0.0% Q2 2026 Jul 30, 2026
Texas Yale Capital Corp. History No change 6,148 608 0.01% 0.01% 1433 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 6,145 608 0.02% 0.02% 1434 0 0.0% Q2 2026 Aug 05, 2026
PENNINGTON PARTNERS & CO., LLC History No change 6,132 606 0.19% 0.19% 1435 0 0.0% Q2 2026 Aug 14, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 6,124 606 0.02% 0.02% 1436 0 0.0% Q2 2026 Aug 17, 2026
MidAtlantic Capital Management, Inc. History No change 6,105 604 0.38% 0.38% 1437 0 0.0% Q2 2026 Aug 10, 2026
Shepherd Financial Partners LLC History No change 6,010 594 0.05% 0.05% 1438 0 0.0% Q2 2026 Aug 10, 2026
Beta Wealth Group, Inc. History No change 5,982 592 0.22% 0.22% 1439 0 0.0% Q2 2026 Jul 24, 2026
BFSG, LLC History No change 5,980 591 0.05% 0.05% 1440 0 0.0% Q2 2026 Jul 20, 2026
Crewe Advisors LLC History No change 5,973 591 0.04% 0.04% 1441 0 0.0% Q2 2026 Jul 23, 2026
Central Pacific Bank - Trust Division History No change 6,257 591 0.06% 0.06% 1442 0 0.0% Q3 2026 Oct 05, 2026
Cornerstone Wealth Management, LLC History No change 5,955 589 0.03% 0.03% 1443 0 0.0% Q2 2026 Jul 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,911 585 0.03% 0.03% 1444 0 0.0% Q2 2026 Aug 13, 2026
Uptown Financial Advisors LLC History No change 5,914 585 0.39% 0.39% 1445 0 0.0% Q2 2026 Jul 10, 2026
CALTON & ASSOCIATES, INC. History No change 5,878 581 0.09% 0.09% 1446 0 0.0% Q2 2026 Aug 10, 2026
Tilson Financial Group, Inc. History No change 5,872 581 0.16% 0.16% 1447 0 0.0% Q2 2026 Jul 27, 2026
SWP FINANCIAL LLC History No change 5,869 580 0.27% 0.27% 1448 0 0.0% Q2 2026 Jul 24, 2026
Axim Planning & Wealth History No change 5,835 577 0.81% 0.81% 1449 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 5,813 575 0.06% 0.06% 1450 0 0.0% Q2 2026 Aug 14, 2026
Roberts Financial Services LLC History No change 5,814 575 0.17% 0.17% 1451 0 0.0% Q2 2026 Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 5,774 571 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Services, Inc. History No change 5,765 570 0.02% 0.02% 1453 0 0.0% Q2 2026 Aug 24, 2026
OAK ASSOCIATES LTD /OH/ History No change 5,751 569 0.03% 0.03% 1454 0 0.0% Q2 2026 Aug 14, 2026
LCW Services, LLC History No change 5,748 568 0.25% 0.25% 1455 0 0.0% Q2 2026 Jul 30, 2026
POWER WEALTH MANAGEMENT LLC History No change 5,735 567 0.19% 0.19% 1456 0 0.0% Q2 2026 Aug 03, 2026
Farrell Financial LLC History No change 5,736 567 0.31% 0.31% 1457 0 0.0% Q2 2026 Jul 10, 2026
Partners in Financial Planning History No change 5,730 567 0.09% 0.09% 1458 0 0.0% Q2 2026 Aug 10, 2026
PLANWISER FINANCIAL, LLC History No change 5,721 566 0.39% 0.39% 1459 0 0.0% Q2 2026 Aug 07, 2026
Palumbo Wealth Management LLC History No change 5,710 565 0.12% 0.12% 1460 0 0.0% Q2 2026 Aug 12, 2026
Asset Allocation & Management Company, LLC History No change 5,692 563 0.18% 0.18% 1461 0 0.0% Q2 2026 Jul 15, 2026
Acorn Wealth Advisors, LLC History No change 5,678 562 0.14% 0.14% 1462 0 0.0% Q2 2026 Jul 30, 2026
Sharkey, Howes & Javer History No change 5,662 560 0.07% 0.07% 1463 0 0.0% Q2 2026 Jul 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,623 557 0.01% 0.01% 1464 0 0.0% Q2 2026 Aug 06, 2026
Genesis Wealth Advisors, LLC History No change 5,633 557 0.33% 0.33% 1465 0 0.0% Q2 2026 Aug 07, 2026
WealthCare Investment Partners, LLC History No change 5,602 554 0.13% 0.13% 1466 0 0.0% Q2 2026 Aug 10, 2026
MEMBERS WEALTH LLC History No change 5,598 554 0.3% 0.3% 1467 0 0.0% Q2 2026 Jul 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 5,580 552 0.04% 0.04% 1468 0 0.0% Q2 2026 Jul 24, 2026
United Bank History No change 5,528 547 0.17% 0.17% 1469 0 0.0% Q2 2026 Aug 10, 2026
WILLIAM JOHN SEMPOLINSKI History No change 5,528 547 0.22% 0.22% 1470 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 5,524 546 0.03% 0.03% 1471 0 0.0% Q2 2026 Jul 16, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 5,482 542 0.03% 0.03% 1472 0 0.0% Q2 2026 Aug 14, 2026
Cottage Street Advisors LLC History No change 5,468 541 0.21% 0.21% 1473 0 0.0% Q2 2026 Jul 20, 2026
Wealthfront Advisers LLC History No change 5,474 541 0.0% 0.0% 1474 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 5,454 539 0.0% 0.0% 1475 0 0.0% Q2 2026 Aug 12, 2026
Sunpointe, LLC History No change 5,450 539 0.15% 0.15% 1476 0 0.0% Q2 2026 Jul 24, 2026
Strengthening Families & Communities, LLC History No change 5,426 537 0.12% 0.12% 1477 0 0.0% Q2 2026 Aug 11, 2026
Timber Creek Capital Management LLC History No change 5,410 535 0.11% 0.11% 1478 0 0.0% Q2 2026 Aug 10, 2026
Seascape Capital Management History No change 5,370 532 0.13% 0.13% 1479 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 5,368 531 0.14% 0.14% 1480 0 0.0% Q2 2026 Jul 21, 2026
Lantern Wealth Advisors, LLC History No change 5,348 529 0.24% 0.24% 1481 0 0.0% Q2 2026 Jul 28, 2026
SPROTT INC. History No change 5,321 526 0.02% 0.02% 1482 0 0.0% Q2 2026 Jul 28, 2026
First Financial Bank - Trust Division History Added to 5,538 523 0.04% 0.04% 1483 +550 11.03% Q3 2026 Oct 01, 2026
Graetz Wealth LLC History No change 5,274 522 0.42% 0.42% 1484 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 5,264 521 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 5,259 520 0.03% 0.03% 1486 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 5,248 519 0.07% 0.07% 1487 0 0.0% Q2 2026 Jul 22, 2026
Palisade Asset Management, LLC History No change 5,226 517 0.05% 0.05% 1488 0 0.0% Q2 2026 Jul 20, 2026
Attessa Capital LLC History No change 5,206 515 0.23% 0.23% 1489 0 0.0% Q2 2026 Jul 07, 2026
WARNER FINANCIAL, INC History No change 5,194 514 0.15% 0.15% 1490 0 0.0% Q2 2026 Jul 09, 2026
Roger Wittlin Investment Advisory, LLC History No change 5,163 511 0.4% 0.4% 1491 0 0.0% Q2 2026 Jul 17, 2026
Bogart Wealth, LLC History No change 5,159 510 0.02% 0.02% 1492 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 5,142 508 0.03% 0.03% 1493 0 0.0% Q2 2026 Jul 29, 2026
Ameraudi Asset Management, Inc. History No change 5,129 507 0.23% 0.23% 1494 0 0.0% Q2 2026 Aug 06, 2026
Foundation Wealth Management, LLC\PA History No change 5,130 507 0.15% 0.15% 1495 0 0.0% Q2 2026 Jul 21, 2026
Gradient Capital Advisors, LLC History No change 5,107 505 0.12% 0.12% 1496 0 0.0% Q2 2026 Jul 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,030 497 0.08% 0.08% 1497 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 5,020 496 0.05% 0.05% 1498 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,003 495 0.01% 0.01% 1499 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Nicholas Hunter History No change 4,992 494 0.14% 0.14% 1500 0 0.0% Q2 2026 Aug 14, 2026
Selective Wealth Management, Inc. History No change 5,029 493 0.13% 0.13% 1501 0 0.0% Q2 2026 Jul 20, 2026
Clare Market Investments LLC History No change 4,985 493 0.09% 0.09% 1502 0 0.0% Q2 2026 Jul 27, 2026
Centennial Bank/AR/ History No change 4,964 491 0.16% 0.16% 1503 0 0.0% Q2 2026 Aug 10, 2026
BlueStem Wealth Partners, LLC History No change 4,952 490 0.05% 0.05% 1504 0 0.0% Q2 2026 Aug 11, 2026
LARCH CAPITAL PARTNERS LLC History No change 4,955 490 0.07% 0.07% 1505 0 0.0% Q2 2026 Aug 17, 2026
Hennion & Walsh Asset Management, Inc. History No change 4,946 489 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 08, 2026
Balanced Rock Investment Advisors LLC History No change 4,949 489 0.31% 0.31% 1507 0 0.0% Q2 2026 Aug 14, 2026
CHAPIN DAVIS, INC. History No change 4,941 488 0.09% 0.09% 1508 0 0.0% Q2 2026 Jul 07, 2026
Resurgent Financial Advisors LLC History No change 4,937 488 0.14% 0.14% 1509 0 0.0% Q2 2026 Aug 14, 2026
Tailwinds Wealth, LLC History No change 4,932 488 0.29% 0.29% 1510 0 0.0% Q2 2026 Jul 13, 2026
PROMETHIUM ADVISORS,LLC History No change 4,892 484 0.23% 0.23% 1511 0 0.0% Q2 2026 Aug 05, 2026
SHAKER INVESTMENTS LLC/OH History No change 4,881 483 0.17% 0.17% 1512 0 0.0% Q2 2026 Jul 15, 2026
Gray Private Wealth, LLC History No change 4,886 483 0.21% 0.21% 1513 0 0.0% Q2 2026 Jul 24, 2026
Broussard Financial Group LLC History No change 4,879 482 0.39% 0.39% 1514 0 0.0% Q2 2026 Jul 27, 2026
Glass Jacobson Investment Advisors llc History No change 4,871 482 0.15% 0.15% 1515 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Planning Group LLC History No change 4,935 481 0.06% 0.06% 1516 0 0.0% Q2 2026 Jul 29, 2026
True Link Financial Advisors, LLC History No change 4,860 481 0.03% 0.03% 1517 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 4,827 478 0.05% 0.05% 1518 0 0.0% Q2 2026 Jul 16, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 4,837 478 0.09% 0.09% 1519 0 0.0% Q2 2026 Aug 17, 2026
Vontobel Holding Ltd. History No change 4,820 477 0.0% 0.0% 1520 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 4,825 477 0.04% 0.04% 1521 0 0.0% Q2 2026 Aug 06, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 4,817 476 0.04% 0.04% 1522 0 0.0% Q2 2026 Jul 16, 2026
Oath Planning, LLC History No change 4,801 475 0.35% 0.35% 1523 0 0.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History No change 4,796 474 0.02% 0.02% 1524 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 4,763 471 0.0% 0.0% 1525 0 0.0% Q2 2026 Sep 09, 2026
Redhawk Wealth Advisors, Inc. History No change 4,713 466 0.05% 0.05% 1526 0 0.0% Q2 2026 Jul 09, 2026
Claro Advisors Inc. History No change 4,715 466 0.05% 0.05% 1527 0 0.0% Q2 2026 Jul 30, 2026
Freedom Investment Management, Inc. History No change 4,683 463 0.13% 0.13% 1528 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL PLC History No change 4,675 462 0.0% 0.0% 1529 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 4,661 461 0.03% 0.03% 1530 0 0.0% Q2 2026 Aug 10, 2026
Traynor Capital Management, Inc. History No change 4,666 461 0.02% 0.02% 1531 0 0.0% Q2 2026 Jul 22, 2026
Heartland Bank & Trust Co History No change 4,655 460 0.1% 0.1% 1532 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 4,641 459 0.13% 0.13% 1533 0 0.0% Q2 2026 Aug 03, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 4,628 458 0.1% 0.1% 1534 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Wealth Partners, LLC History No change 4,632 458 0.09% 0.09% 1535 0 0.0% Q2 2026 Aug 12, 2026
Community Bank & Trust, Waco, Texas History No change 4,613 457 0.08% 0.08% 1536 0 0.0% Q2 2026 Aug 04, 2026
Ridge Creek Global, Inc History No change 4,601 455 0.35% 0.35% 1537 0 0.0% Q2 2026 Aug 11, 2026
Presper Financial Architects, LLC History No change 4,578 453 0.24% 0.24% 1538 0 0.0% Q2 2026 Aug 11, 2026
White Lighthouse Investment Management Inc. History No change 4,554 450 0.06% 0.06% 1539 0 0.0% Q2 2026 Aug 04, 2026
BG Investment Services, LLC History No change 4,556 450 0.32% 0.32% 1540 0 0.0% Q2 2026 Aug 05, 2026
Pioneer Wealth Management Group History No change 4,555 450 0.11% 0.11% 1541 0 0.0% Q2 2026 Jul 07, 2026
Cascade Financial Partners, LLC History No change 4,552 450 0.04% 0.04% 1542 0 0.0% Q2 2026 Aug 04, 2026
Dale Q Rice Investment Management Ltd History No change 4,555 450 0.24% 0.24% 1543 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 4,543 449 0.01% 0.01% 1544 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 4,545 449 0.01% 0.01% 1545 0 0.0% Q2 2026 Aug 05, 2026
INSPIRE TRUST CO, N.A. History No change 4,486 444 0.06% 0.06% 1546 0 0.0% Q2 2026 Aug 05, 2026
Quadcap Wealth Management, LLC History No change 4,487 444 0.04% 0.04% 1547 0 0.0% Q2 2026 Jul 31, 2026
Noble Family Wealth, LLC History No change 4,475 442 0.08% 0.08% 1548 0 0.0% Q2 2026 Aug 04, 2026
Valley Financial Group, Inc. History No change 4,441 439 0.22% 0.22% 1549 0 0.0% Q2 2026 Aug 14, 2026
SONATA CAPITAL GROUP INC History No change 4,423 437 0.14% 0.14% 1550 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Partners LLC History No change 4,423 437 0.11% 0.11% 1551 0 0.0% Q2 2026 Aug 05, 2026
Abel Hall, LLC History No change 4,417 437 0.08% 0.08% 1552 0 0.0% Q2 2026 Jul 24, 2026
Uniting Wealth Partners, LLC History No change 4,415 437 0.09% 0.09% 1553 0 0.0% Q2 2026 Aug 06, 2026
Weaver Consulting Group History No change 4,610 435 0.08% 0.09% 1554 0 0.0% Q3 2026 Oct 07, 2026
MBL Wealth, LLC History No change 4,399 435 0.03% 0.03% 1555 0 0.0% Q2 2026 Jul 15, 2026
ROMANO BROTHERS AND COMPANY History No change 4,373 432 0.04% 0.04% 1556 0 0.0% Q2 2026 Jul 21, 2026
BURNEY CO/ History No change 4,325 428 0.01% 0.01% 1557 0 0.0% Q2 2026 Jul 14, 2026
Peak Wealth Management LLC History No change 4,331 428 0.3% 0.3% 1558 0 0.0% Q2 2026 Jul 14, 2026
Insight Wealth Partners, LLC History No change 4,315 427 0.06% 0.06% 1559 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 4,321 427 0.01% 0.01% 1560 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,264 422 0.03% 0.03% 1561 0 0.0% Q2 2026 Aug 07, 2026
Bright Futures Wealth Management, LLC. History No change 4,260 421 0.27% 0.27% 1562 0 0.0% Q2 2026 Jul 24, 2026
First Command Advisory Services, Inc. History No change 4,244 420 0.0% 0.0% 1563 0 0.0% Q2 2026 Aug 10, 2026
FWG Holdings, LLC History No change 4,310 420 0.15% 0.15% 1564 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 4,216 417 0.02% 0.02% 1565 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Advisory Group LLC History No change 4,215 417 0.03% 0.03% 1566 0 0.0% Q2 2026 Jul 17, 2026
GFS Advisors, LLC History No change 1,000 415 0.04% 0.04% 1567 0 0.0% Q2 2026 Aug 04, 2026
Carmel Capital Partners, LLC History No change 4,196 415 0.14% 0.14% 1568 0 0.0% Q2 2026 Jul 29, 2026
Life Planning Partners, Inc History No change 4,199 415 0.31% 0.31% 1569 0 0.0% Q2 2026 Jul 21, 2026
LM Advisors LLC History No change 4,186 415 0.05% 0.05% 1570 0 0.0% Q2 2026 Aug 12, 2026
Barnes Dennig Private Wealth Management LLC History No change 4,201 415 0.33% 0.33% 1571 0 0.0% Q2 2026 Jul 15, 2026
New World Advisors LLC History No change 4,174 413 0.07% 0.07% 1572 0 0.0% Q2 2026 Aug 12, 2026
Werba Rubin Papier Wealth Management History No change 4,173 413 0.05% 0.05% 1573 0 0.0% Q2 2026 Jul 27, 2026
Hanson & Doremus Investment Management History No change 4,156 411 0.04% 0.04% 1574 0 0.0% Q2 2026 Jul 29, 2026
Fourth Dimension Wealth, LLC History No change 4,162 411 0.13% 0.13% 1575 0 0.0% Q2 2026 Jul 31, 2026
Synergy Financial Group, LTD History No change 4,150 410 0.29% 0.29% 1576 0 0.0% Q2 2026 Aug 04, 2026
Johnson Bixby & Associates, LLC History No change 4,138 409 0.05% 0.05% 1577 0 0.0% Q2 2026 Jul 16, 2026
Altura Wealth Advisors Inc. History No change 4,137 409 0.14% 0.14% 1578 0 0.0% Q2 2026 Jul 22, 2026
AVENIR CORP History No change 4,084 404 0.05% 0.05% 1579 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 4,082 404 0.02% 0.02% 1580 0 0.0% Q2 2026 Aug 05, 2026
WealthCollab, LLC History No change 4,082 404 0.15% 0.15% 1581 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 4,075 403 0.01% 0.01% 1582 0 0.0% Q2 2026 Aug 14, 2026
Missouri Trust & Investment Co History No change 4,142 403 0.11% 0.11% 1583 0 0.0% Q2 2026 Aug 13, 2026
Pine Ridge Advisers LLC History No change 4,048 400 0.02% 0.02% 1584 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 4,048 400 0.03% 0.03% 1585 0 0.0% Q2 2026 Jul 23, 2026
Alliance Wealth Advisors, LLC /UT History No change 4,011 397 0.07% 0.07% 1586 0 0.0% Q2 2026 Jul 23, 2026
Manuka Financial, LLC History No change 4,017 397 0.21% 0.21% 1587 0 0.0% Q2 2026 Jul 31, 2026
VISION FINANCIAL MARKETS LLC History No change 4,000 395 0.34% 0.34% 1588 0 0.0% Q2 2026 Jul 24, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,991 395 0.02% 0.02% 1589 0 0.0% Q2 2026 Aug 06, 2026
EWA, LLC History No change 3,999 395 0.07% 0.07% 1590 0 0.0% Q2 2026 Jul 14, 2026
Gouws Capital LLC History No change 4,000 395 0.18% 0.18% 1591 0 0.0% Q2 2026 Jul 13, 2026
CJM Wealth Advisers, Ltd. History No change 3,996 395 0.1% 0.1% 1592 0 0.0% Q2 2026 Jul 17, 2026
Torrey-Payne Wealth Management, LLC History No change 4,000 395 0.32% 0.32% 1593 0 0.0% Q2 2026 Jul 23, 2026
GERMAN AMERICAN BANCORP, INC. History No change 3,980 393 0.03% 0.03% 1594 0 0.0% Q2 2026 Aug 06, 2026
Centric Wealth Management History No change 3,987 393 0.06% 0.06% 1595 0 0.0% Q2 2026 Aug 06, 2026
Advisory Resource Group History No change 3,977 393 0.06% 0.06% 1596 0 0.0% Q2 2026 Jul 14, 2026
Lewis Asset Management, LLC History No change 3,970 392 0.14% 0.14% 1597 0 0.0% Q2 2026 Jul 21, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 3,968 392 0.41% 0.41% 1598 0 0.0% Q2 2026 Jul 13, 2026
WAYSTONE ADVISORS LLC History No change 3,970 392 0.29% 0.29% 1599 0 0.0% Q2 2026 Jul 16, 2026
Trust Co of the South History No change 3,958 391 0.06% 0.06% 1600 0 0.0% Q2 2026 Jul 01, 2026
W ADVISORS, LLC History No change 3,949 390 0.18% 0.18% 1601 0 0.0% Q2 2026 Jul 31, 2026
ASSOCIATED BANC-CORP History No change 3,938 389 0.01% 0.01% 1602 0 0.0% Q2 2026 Jul 31, 2026
Brickley Wealth Management History No change 3,934 389 0.06% 0.06% 1603 0 0.0% Q2 2026 Jul 13, 2026
NORTH DALLAS BANK & TRUST CO History No change 3,940 389 0.23% 0.23% 1604 0 0.0% Q2 2026 Jul 13, 2026
Portus Wealth Advisors, LLC History No change 3,915 387 0.32% 0.32% 1605 0 0.0% Q2 2026 Jul 21, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 3,902 386 0.12% 0.12% 1606 0 0.0% Q2 2026 Jul 15, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 3,960 385 0.08% 0.08% 1607 0 0.0% Q2 2026 Aug 06, 2026
Moors & Cabot, Inc. History No change 3,894 385 0.01% 0.01% 1608 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 3,897 385 0.02% 0.02% 1609 0 0.0% Q2 2026 Aug 17, 2026
SSA SWISS ADVISORS AG History No change 3,890 385 0.14% 0.14% 1610 0 0.0% Q2 2026 Aug 05, 2026
Portside Wealth Group, LLC History No change 3,884 384 0.04% 0.04% 1611 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial Strategies, Inc. History No change 3,868 382 0.03% 0.03% 1612 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 3,861 382 0.03% 0.03% 1613 0 0.0% Q2 2026 Aug 14, 2026
BANK HAPOALIM BM History No change 3,836 380 0.03% 0.03% 1614 0 0.0% Q2 2026 Aug 05, 2026
Vann Equity Management LLC History New 4,009 379 0.23% — 1616 +4,009 New Q3 2026 Oct 07, 2026
BIRCH FINANCIAL GROUP, LLC History No change 3,833 379 0.19% 0.19% 1615 0 0.0% Q2 2026 Jul 15, 2026
Y-Intercept (Hong Kong) Ltd History No change 3,829 378 0.01% 0.01% 1617 0 0.0% Q2 2026 Jul 13, 2026
Woodside Wealth Management LLC History No change 3,811 377 0.26% 0.26% 1618 0 0.0% Q2 2026 Jul 24, 2026
HFG Wealth Management, LLC History No change 3,806 376 0.38% 0.38% 1619 0 0.0% Q2 2026 Aug 12, 2026
Advance Capital Management, Inc. History No change 3,790 375 0.01% 0.01% 1620 0 0.0% Q2 2026 Aug 12, 2026
HCR Wealth Advisors History No change 3,795 375 0.03% 0.03% 1621 0 0.0% Q2 2026 Jul 13, 2026
Diversified Portfolios, Inc. History No change 3,779 374 0.03% 0.03% 1622 0 0.0% Q2 2026 Aug 04, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,774 373 0.0% 0.0% 1623 0 0.0% Q2 2026 Aug 14, 2026
KLCM Advisors, Inc. History No change 3,729 369 0.03% 0.03% 1624 0 0.0% Q2 2026 Aug 06, 2026
Financial Sense Advisors, Inc. History No change 3,732 369 0.07% 0.07% 1625 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 3,735 369 0.01% 0.01% 1626 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 3,736 369 0.05% 0.05% 1627 0 0.0% Q2 2026 Jul 14, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 3,720 368 0.02% 0.02% 1628 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Group, LLC /NE/ History No change 3,724 368 0.23% 0.23% 1629 0 0.0% Q2 2026 Aug 11, 2026
Carter Financial Group, INC. History No change 3,712 367 0.19% 0.19% 1630 0 0.0% Q2 2026 Jul 30, 2026
Creative Capital Management Investments LLC History No change 3,716 367 0.08% 0.08% 1631 0 0.0% Q2 2026 Jul 24, 2026
CAP Partners, LLC History No change 3,698 366 0.18% 0.18% 1632 0 0.0% Q2 2026 Jul 30, 2026
Storgate, LLC History No change 3,698 366 0.08% 0.08% 1633 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL PENSION ADVISORS, LLC History No change 3,717 365 0.05% 0.05% 1634 0 0.0% Q2 2026 Jul 23, 2026
SYKON CAPITAL LLC History No change 3,688 365 0.11% 0.11% 1635 0 0.0% Q2 2026 Aug 12, 2026
Note Advisors, LLC History No change 3,695 365 0.16% 0.16% 1636 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,687 364 0.01% 0.01% 1637 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 3,679 364 0.02% 0.02% 1638 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 3,683 364 0.04% 0.04% 1639 0 0.0% Q2 2026 Jul 23, 2026
Evolution Wealth Advisors, LLC History No change 3,677 363 0.04% 0.04% 1640 0 0.0% Q2 2026 Jul 29, 2026
SOA Wealth Advisors, LLC. History No change 3,676 363 0.06% 0.06% 1641 0 0.0% Q2 2026 Jul 21, 2026
Strategic Investment Solutions, Inc. /IL History No change 3,674 363 0.08% 0.08% 1642 0 0.0% Q2 2026 Jul 08, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,653 361 0.04% 0.04% 1643 0 0.0% Q2 2026 Jul 31, 2026
4WEALTH ADVISORS, INC. History No change 3,642 361 0.28% 0.28% 1644 0 0.0% Q2 2026 Jul 17, 2026
Northstar Group, Inc. History No change 3,630 359 0.05% 0.05% 1645 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 3,664 359 0.05% 0.05% 1646 0 0.0% Q2 2026 Aug 06, 2026
SIH Partners, LLLP History No change 3,620 358 0.0% 0.0% 1647 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 3,606 357 0.01% 0.01% 1648 0 0.0% Q2 2026 Aug 17, 2026
BEACON FINANCIAL GROUP History No change 3,609 357 0.03% 0.03% 1649 0 0.0% Q2 2026 Jul 16, 2026
Plum Street Advisors, LLC History No change 3,611 357 0.11% 0.11% 1650 0 0.0% Q2 2026 Aug 13, 2026
Philip James Wealth Mangement, LLC History No change 3,603 356 0.04% 0.04% 1651 0 0.0% Q2 2026 Jul 27, 2026
Adelphi Trust Co History New 3,757 355 0.23% — 1652 +3,757 New Q3 2026 Oct 05, 2026
Peregrine Asset Advisers, Inc. History No change 3,578 354 0.08% 0.08% 1653 0 0.0% Q2 2026 Aug 10, 2026
Endowment Wealth Management, Inc. History No change 3,580 354 0.14% 0.14% 1654 0 0.0% Q2 2026 Aug 05, 2026
WATERS PARKERSON & CO., LLC History No change 3,570 353 0.02% 0.02% 1655 0 0.0% Q2 2026 Jul 30, 2026
Buttonwood Financial Group, LLC History No change 3,574 353 0.2% 0.2% 1656 0 0.0% Q2 2026 Jul 30, 2026
SeaCrest Wealth Management, LLC History No change 3,557 352 0.04% 0.04% 1657 0 0.0% Q2 2026 Jul 09, 2026
Apeiron RIA LLC History No change 3,556 352 0.09% 0.09% 1658 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History No change 3,565 352 0.01% 0.01% 1659 0 0.0% Q2 2026 Jul 07, 2026
Everhart Financial Group, Inc. History No change 3,551 351 0.02% 0.02% 1660 0 0.0% Q2 2026 Jul 08, 2026
Northwest Wealth Advisors, LLC History No change 3,528 349 0.2% 0.2% 1661 0 0.0% Q2 2026 Jul 23, 2026
Rockingstone Advisors LLC History No change 3,500 346 0.14% 0.14% 1662 0 0.0% Q2 2026 Jul 13, 2026
Symphony Financial, Ltd. Co. History No change 3,466 344 0.04% 0.04% 1663 0 0.0% Q2 2026 Aug 03, 2026
Trek Financial, LLC History No change 3,468 343 0.02% 0.02% 1664 0 0.0% Q2 2026 Aug 13, 2026
Wood Tarver Financial Group, LLC History No change 3,469 343 0.08% 0.08% 1665 0 0.0% Q2 2026 Aug 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,449 341 0.0% 0.0% 1666 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 3,446 341 0.03% 0.03% 1667 0 0.0% Q2 2026 Jul 29, 2026
Ascentis Wealth Management, LLC History No change 3,440 341 0.05% 0.05% 1668 0 0.0% Q2 2026 Jul 30, 2026
Topsail Wealth Management, LLC History No change 3,455 341 0.04% 0.04% 1669 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 3,430 339 0.05% 0.05% 1670 0 0.0% Q2 2026 Jul 24, 2026
Brand Asset Management Group, Inc. History No change 3,433 339 0.07% 0.07% 1671 0 0.0% Q2 2026 Aug 12, 2026
Stephenson & Company, Inc. History No change 3,422 338 0.16% 0.16% 1672 0 0.0% Q2 2026 Jul 28, 2026
Karpus Management, Inc. History No change 3,385 335 0.01% 0.01% 1673 0 0.0% Q2 2026 Aug 14, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 3,393 335 0.03% 0.03% 1674 0 0.0% Q2 2026 Jul 14, 2026
Segment Wealth Management, LLC History No change 3,392 335 0.02% 0.02% 1675 0 0.0% Q2 2026 Jul 16, 2026
25 LLC History No change 3,391 335 0.09% 0.09% 1676 0 0.0% Q2 2026 Jul 28, 2026
Everstar Asset Management, LLC History No change 16,597 334 0.16% 0.16% 1677 0 0.0% Q2 2026 Aug 03, 2026
Linden Thomas Advisory Services, LLC History No change 3,356 332 0.03% 0.03% 1678 0 0.0% Q2 2026 Jul 16, 2026
KPP Advisory Services LLC History No change 3,350 331 0.04% 0.04% 1679 0 0.0% Q2 2026 Jul 24, 2026
Financial Management Professionals, Inc. History No change 3,336 330 0.03% 0.03% 1680 0 0.0% Q2 2026 Jul 09, 2026
Rise Advisors, LLC History No change 3,344 330 0.09% 0.09% 1681 0 0.0% Q2 2026 Jul 10, 2026
Westshore Wealth, LLC History No change 3,334 329 0.1% 0.1% 1682 0 0.0% Q2 2026 Aug 10, 2026
Leading Edge Financial Planning LLC History No change 3,329 329 0.06% 0.06% 1683 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 3,320 328 0.01% 0.01% 1684 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History No change 3,312 327 0.02% 0.02% 1685 0 0.0% Q2 2026 Jul 08, 2026
Petix & Botte Co History No change 3,296 326 0.07% 0.07% 1686 0 0.0% Q2 2026 Aug 04, 2026
10Elms LLP History No change 3,302 326 0.14% 0.14% 1687 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 3,268 323 0.04% 0.04% 1688 0 0.0% Q2 2026 Aug 06, 2026
Quantum Portfolio Management LLC History No change 3,264 323 0.12% 0.12% 1689 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 3,264 323 0.26% 0.26% 1690 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 3,254 322 0.02% 0.02% 1691 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,249 321 0.02% 0.02% 1692 0 0.0% Q2 2026 Jul 28, 2026
MIDDLETON & CO INC/MA History No change 3,250 321 0.03% 0.03% 1693 0 0.0% Q2 2026 Aug 10, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,233 320 0.0% 0.0% 1694 0 0.0% Q2 2026 Jul 29, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 3,231 319 0.13% 0.13% 1695 0 0.0% Q2 2026 Jul 28, 2026
ALERUS FINANCIAL NA History No change 3,221 318 0.01% 0.01% 1696 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Managemnet, LLC History No change 3,220 318 0.72% 0.72% 1697 0 0.0% Q2 2026 Jul 24, 2026
Tempus Wealth Planning, LLC History No change 3,212 317 0.06% 0.06% 1698 0 0.0% Q2 2026 Jul 22, 2026
Riverbend Wealth Management, LLC History No change 3,198 316 0.16% 0.16% 1699 0 0.0% Q2 2026 Jul 22, 2026
Meadow Creek Wealth Advisors LLC History No change 3,168 313 0.19% 0.19% 1700 0 0.0% Q2 2026 Aug 14, 2026
Traub Capital Management LLC History No change 3,160 312 0.28% 0.28% 1701 0 0.0% Q2 2026 Jul 23, 2026
Stelac Advisory Services LLC History No change 3,136 310 0.06% 0.06% 1702 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL LIFE ADVISORS History No change 3,137 310 0.09% 0.09% 1703 0 0.0% Q2 2026 Jul 28, 2026
21 West Wealth Management LLC History No change 3,138 310 0.26% 0.26% 1704 0 0.0% Q2 2026 Jul 13, 2026
Strategic Investment Advisors / MI History No change 3,128 309 0.02% 0.02% 1705 0 0.0% Q2 2026 Aug 14, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 3,107 307 0.06% 0.06% 1706 0 0.0% Q2 2026 Jul 13, 2026
Old Mission Investment Co LLC History No change 3,104 307 0.06% 0.06% 1707 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 3,089 305 0.07% 0.07% 1708 0 0.0% Q2 2026 Jul 06, 2026
Tyche Wealth Partners LLC History No change 3,061 303 0.04% 0.04% 1709 0 0.0% Q2 2026 Aug 06, 2026
Pines Wealth Management, LLC History No change 3,063 303 0.09% 0.09% 1710 0 0.0% Q2 2026 Jul 22, 2026
WINCAP FINANCIAL LLC History No change 3,059 302 0.16% 0.16% 1711 0 0.0% Q2 2026 Jul 09, 2026
LEE DANNER & BASS INC History No change 3,042 301 0.02% 0.02% 1712 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF VERMONT History No change 3,043 301 0.01% 0.01% 1713 0 0.0% Q2 2026 Aug 07, 2026
Caerus Investment Advisors, LLC History No change 3,047 301 0.1% 0.1% 1714 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 3,044 301 0.19% 0.19% 1715 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 3,011 298 0.16% 0.16% 1716 0 0.0% Q2 2026 Aug 11, 2026
Commerce Advisors, LLC History No change 2,995 296 0.16% 0.16% 1717 0 0.0% Q2 2026 Aug 04, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 3,000 296 0.11% 0.11% 1718 0 0.0% Q2 2026 Aug 07, 2026
Chancellor Financial Group WB LP History No change 2,986 295 0.18% 0.18% 1719 0 0.0% Q2 2026 Aug 10, 2026
Odyssey Capital Advisors, Inc. History No change 2,990 295 0.21% 0.21% 1720 0 0.0% Q2 2026 Jul 31, 2026
Hardin Capital Partners, LLC History No change 2,971 294 0.14% 0.14% 1721 0 0.0% Q2 2026 Jul 07, 2026
RETIREMITTEN FINANCIAL LLC History No change 2,973 294 0.12% 0.12% 1722 0 0.0% Q2 2026 Aug 10, 2026
Bank OZK History No change 2,967 293 0.09% 0.09% 1723 0 0.0% Q2 2026 Aug 17, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 2,962 293 0.15% 0.15% 1724 0 0.0% Q2 2026 Jul 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,961 293 0.01% 0.01% 1725 0 0.0% Q2 2026 Jul 20, 2026
Parkshore Wealth Management, Inc. History No change 2,950 292 0.08% 0.08% 1726 0 0.0% Q2 2026 Aug 07, 2026
LightSquare Wealth Management, LLC History No change 2,953 292 0.2% 0.2% 1727 0 0.0% Q2 2026 Aug 03, 2026
Coppell Advisory Solutions LLC History No change 1,217 291 0.02% 0.02% 1728 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 2,944 291 0.16% 0.16% 1729 0 0.0% Q2 2026 Jul 16, 2026
Allianz Asset Management GmbH History No change 2,932 290 0.0% 0.0% 1730 0 0.0% Q2 2026 Sep 02, 2026
Parcion Private Wealth LLC History No change 2,921 289 0.02% 0.02% 1731 0 0.0% Q2 2026 Jul 27, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 2,903 287 0.03% 0.03% 1732 0 0.0% Q2 2026 Aug 04, 2026
Williams Jones Wealth Management, LLC. History No change 2,900 287 0.0% 0.0% 1733 0 0.0% Q2 2026 Aug 05, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 2,902 287 0.09% 0.09% 1734 0 0.0% Q2 2026 Jul 31, 2026
Ergawealth Advisors, Inc. History No change 2,905 287 0.11% 0.11% 1735 0 0.0% Q2 2026 Aug 07, 2026
Trueblood Wealth Management, LLC History No change 2,905 287 0.1% 0.1% 1736 0 0.0% Q2 2026 Jul 27, 2026
EVERETT HARRIS & CO /CA/ History No change 2,892 286 0.0% 0.0% 1737 0 0.0% Q2 2026 Aug 03, 2026
Lauer Wealth, LLC History No change 2,920 286 0.17% 0.17% 1738 0 0.0% Q2 2026 Jul 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 2,889 285 0.03% 0.03% 1739 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 2,857 282 0.03% 0.03% 1740 0 0.0% Q2 2026 Jul 10, 2026
BNC WEALTH MANAGEMENT, LLC History No change 2,853 282 0.07% 0.07% 1741 0 0.0% Q2 2026 Jul 21, 2026
FSM Wealth Advisors, LLC History No change 2,849 282 0.03% 0.03% 1742 0 0.0% Q2 2026 Jul 15, 2026
Elite Financial, Inc. History No change 2,850 282 0.11% 0.11% 1743 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 2,840 281 0.01% 0.01% 1744 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 2,847 281 0.05% 0.05% 1745 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,823 279 0.08% 0.08% 1746 0 0.0% Q2 2026 Aug 07, 2026
Stordahl Capital Management, Inc. History No change 2,818 278 0.05% 0.05% 1747 0 0.0% Q2 2026 Jul 14, 2026
CADINHA & CO LLC History No change 2,804 277 0.04% 0.04% 1748 0 0.0% Q2 2026 Jul 28, 2026
Courage Miller Partners, LLC History No change 2,805 277 0.07% 0.07% 1749 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History No change 2,808 277 0.02% 0.02% 1750 0 0.0% Q2 2026 Sep 15, 2026
Benin Management CORP History No change 2,792 276 0.06% 0.06% 1751 0 0.0% Q2 2026 Jul 15, 2026
Phocas Financial Corp. History No change 2,791 276 0.04% 0.04% 1752 0 0.0% Q2 2026 Jul 30, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,792 276 0.04% 0.04% 1753 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,783 275 0.1% 0.1% 1754 0 0.0% Q2 2026 Jul 08, 2026
Stonebridge Capital Advisors LLC History No change 2,785 275 0.02% 0.02% 1755 0 0.0% Q2 2026 Aug 12, 2026
Braun-Bostich & Associates Inc. History No change 2,774 274 0.15% 0.15% 1756 0 0.0% Q2 2026 Jul 24, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 2,768 273 0.13% 0.13% 1757 0 0.0% Q2 2026 Aug 13, 2026
ARS Wealth Advisors Group, LLC History No change 2,758 273 0.02% 0.02% 1758 0 0.0% Q2 2026 Jul 16, 2026
Financial Advisors Network, Inc. History No change 2,749 272 0.03% 0.03% 1759 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 2,754 272 0.02% 0.02% 1760 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 2,735 270 0.05% 0.05% 1761 0 0.0% Q2 2026 Jul 28, 2026
Pine Haven Investment Counsel, Inc History No change 2,729 270 0.18% 0.18% 1762 0 0.0% Q2 2026 Jul 08, 2026
LYELL WEALTH MANAGEMENT, LP History No change 2,720 269 0.02% 0.02% 1763 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 2,727 269 0.12% 0.12% 1764 0 0.0% Q2 2026 Jul 13, 2026
Adirondack Capital Advisors, LLC History No change 2,719 269 0.14% 0.14% 1765 0 0.0% Q2 2026 Jul 10, 2026
New Republic Capital, LLC History No change 2,713 268 0.06% 0.06% 1766 0 0.0% Q2 2026 Jul 31, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,691 266 0.02% 0.02% 1767 0 0.0% Q2 2026 Aug 05, 2026
WP Advisors, LLC History No change 2,691 266 0.06% 0.06% 1768 0 0.0% Q2 2026 Jul 29, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,682 265 0.09% 0.09% 1769 0 0.0% Q2 2026 Jul 23, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,662 263 0.03% 0.03% 1770 0 0.0% Q2 2026 Jul 07, 2026
Hobbs Group Advisors, LLC History No change 2,667 263 0.07% 0.07% 1771 0 0.0% Q2 2026 Aug 13, 2026
ENTRUST FINANCIAL LLC History No change 2,640 261 0.17% 0.17% 1772 0 0.0% Q2 2026 Jul 20, 2026
Wellington Shields Capital Management, LLC History No change 2,631 260 0.03% 0.03% 1773 0 0.0% Q2 2026 Aug 10, 2026
Linscomb Wealth, Inc. History No change 2,625 259 0.01% 0.01% 1774 0 0.0% Q2 2026 Jul 31, 2026
Orca Investment Management, LLC History No change 2,619 259 0.19% 0.19% 1775 0 0.0% Q2 2026 Aug 06, 2026
Holistic Financial Partners History No change 2,613 258 0.16% 0.16% 1776 0 0.0% Q2 2026 Jul 23, 2026
Northstar Financial Companies, Inc. History No change 2,610 258 0.17% 0.17% 1777 0 0.0% Q2 2026 Aug 06, 2026
Thomasville National Bank History No change 2,605 257 0.01% 0.01% 1778 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 2,605 257 0.01% 0.01% 1779 0 0.0% Q2 2026 Jul 24, 2026
Prudent Man Advisors, LLC History No change 2,598 257 0.06% 0.06% 1780 0 0.0% Q2 2026 Aug 05, 2026
Hexagon Capital Partners LLC History No change 2,606 257 0.04% 0.04% 1781 0 0.0% Q2 2026 Aug 06, 2026
Maltin Wealth Management, Inc. History No change 2,595 256 0.09% 0.09% 1782 0 0.0% Q2 2026 Jul 22, 2026
PROTECTIVE LIFE CORP History No change 2,581 255 1.82% 1.82% 1783 0 0.0% Q2 2026 Aug 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 2,585 255 0.12% 0.12% 1784 0 0.0% Q2 2026 Aug 14, 2026
DB&C Advisors, LLC History No change 2,583 255 0.28% 0.28% 1785 0 0.0% Q2 2026 Jul 31, 2026
Selby Wealth Management, LLC History No change 2,586 255 0.09% 0.09% 1786 0 0.0% Q2 2026 Jul 09, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 2,585 255 0.23% 0.23% 1787 0 0.0% Q2 2026 Jul 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,570 254 0.01% 0.01% 1788 0 0.0% Q2 2026 Aug 04, 2026
FIDELITY D & D BANCORP INC History No change 2,571 254 0.09% 0.09% 1789 0 0.0% Q2 2026 Aug 05, 2026
Syverson Strege & Co History No change 2,562 253 0.06% 0.06% 1790 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 2,565 253 0.03% 0.03% 1791 0 0.0% Q2 2026 Aug 04, 2026
Icon Wealth Advisors, LLC History No change 2,564 253 0.02% 0.02% 1792 0 0.0% Q2 2026 Aug 05, 2026
Two West Capital Advisors LLC History No change 2,583 253 0.13% 0.13% 1793 0 0.0% Q2 2026 Jul 22, 2026
Bravias Capital Group, LLC History No change 2,566 253 0.15% 0.15% 1794 0 0.0% Q2 2026 Jul 30, 2026
Strategent Financial, LLC History No change 2,550 252 0.15% 0.15% 1795 0 0.0% Q2 2026 Aug 03, 2026
Harbour Capital Advisors, LLC History No change 2,560 251 0.05% 0.05% 1796 0 0.0% Q2 2026 Jul 15, 2026
McElhenny Sheffield Capital Management, LLC History No change 2,545 251 0.06% 0.06% 1797 0 0.0% Q2 2026 Jul 22, 2026
Ballast Rock Private Wealth LLC History No change 2,524 249 0.11% 0.11% 1798 0 0.0% Q2 2026 Aug 10, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 2,506 248 0.04% 0.04% 1799 0 0.0% Q2 2026 Jul 13, 2026
OMNI 360 Wealth, Inc. History No change 2,509 248 0.11% 0.11% 1800 0 0.0% Q2 2026 Jul 13, 2026
BOSTON FAMILY OFFICE LLC History No change 2,500 247 0.01% 0.01% 1801 0 0.0% Q2 2026 Aug 12, 2026
TL Private Wealth History No change 2,525 247 0.09% 0.09% 1802 0 0.0% Q2 2026 Jul 08, 2026
Landing Point Financial Group, LLC History No change 2,499 247 0.08% 0.08% 1803 0 0.0% Q2 2026 Aug 06, 2026
Brady Martz Wealth Solutions, LLC History No change 2,497 247 0.04% 0.04% 1804 0 0.0% Q2 2026 Jul 23, 2026
Ballentine Partners, LLC History No change 2,482 245 0.0% 0.0% 1805 0 0.0% Q2 2026 Jul 17, 2026
WEALTHGARDEN F.S. LLC History No change 2,463 243 0.14% 0.14% 1806 0 0.0% Q2 2026 Jul 31, 2026
Allied Investment Advisors, LLC History No change 2,449 242 0.03% 0.03% 1807 0 0.0% Q2 2026 Jul 20, 2026
Raab & Moskowitz Asset Management LLC History No change 2,437 241 0.05% 0.05% 1808 0 0.0% Q2 2026 Jul 28, 2026
West Branch Capital LLC History No change 2,430 240 0.06% 0.06% 1809 0 0.0% Q2 2026 Jul 10, 2026
WealthTrust Axiom LLC History No change 2,423 239 0.05% 0.05% 1810 0 0.0% Q2 2026 Aug 11, 2026
Brooklyn FI, LLC History No change 2,451 239 0.04% 0.04% 1811 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,414 238 0.05% 0.05% 1812 0 0.0% Q2 2026 Jul 17, 2026
Addison Advisors LLC History No change 2,408 238 0.11% 0.11% 1813 0 0.0% Q2 2026 Aug 10, 2026
Tenzing Financial LLC History No change 2,418 238 0.16% 0.16% 1814 0 0.0% Q2 2026 Jul 09, 2026
Aull & Monroe Investment Management Corp History No change 2,404 237 0.1% 0.1% 1815 0 0.0% Q2 2026 Jul 20, 2026
Essex Bank History No change 2,386 236 0.05% 0.05% 1816 0 0.0% Q2 2026 Jul 23, 2026
SilverOak Wealth Management LLC History No change 2,390 236 0.03% 0.03% 1817 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 2,381 235 0.0% 0.0% 1818 0 0.0% Q2 2026 Jul 23, 2026
Mission Creek Capital Partners, Inc. History No change 2,379 235 0.04% 0.04% 1819 0 0.0% Q2 2026 Aug 14, 2026
David J Yvars Group History No change 2,383 235 0.11% 0.11% 1820 0 0.0% Q2 2026 Jul 07, 2026
Taylor & Morgan Wealth Management, LLC History No change 2,379 235 0.12% 0.12% 1821 0 0.0% Q2 2026 Jul 10, 2026
Silver Oak Advisory Group, Inc. History No change 2,379 235 0.09% 0.09% 1822 0 0.0% Q2 2026 Jul 31, 2026
MN Wealth Advisors, LLC History No change 2,381 235 0.1% 0.1% 1823 0 0.0% Q2 2026 Jul 23, 2026
Kings Path Partners LLC History No change 2,372 234 0.06% 0.06% 1824 0 0.0% Q2 2026 Jul 14, 2026
Aspen Capital Management, LLC History No change 2,364 233 0.05% 0.05% 1825 0 0.0% Q2 2026 Aug 04, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 2,354 232 0.07% 0.07% 1826 0 0.0% Q2 2026 Jul 29, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,352 232 0.02% 0.02% 1827 0 0.0% Q2 2026 Aug 11, 2026
UNIVEST FINANCIAL Corp History No change 2,331 230 0.01% 0.01% 1828 0 0.0% Q2 2026 Aug 07, 2026
Old Port Advisors History No change 2,326 230 0.05% 0.05% 1829 0 0.0% Q2 2026 Jul 21, 2026
Dogwood Wealth Management LLC History No change 2,325 230 0.09% 0.09% 1830 0 0.0% Q2 2026 Jul 06, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 2,302 227 0.07% 0.07% 1831 0 0.0% Q2 2026 Jul 23, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,294 227 0.19% 0.19% 1832 0 0.0% Q2 2026 Jul 29, 2026
Obermeyer Wealth Partners History No change 2,290 226 0.01% 0.01% 1833 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 2,280 225 0.02% 0.02% 1834 0 0.0% Q2 2026 Jul 09, 2026
Fortune Financial Advisors, LLC History No change 2,271 224 0.1% 0.1% 1835 0 0.0% Q2 2026 Jul 22, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,268 224 0.04% 0.04% 1836 0 0.0% Q2 2026 Aug 06, 2026
Brookwood Investment Group LLC History No change 2,270 224 0.03% 0.03% 1837 0 0.0% Q2 2026 Jul 23, 2026
BANQUE PICTET & CIE SA History No change 2,261 223 0.0% 0.0% 1838 0 0.0% Q2 2026 Jul 24, 2026
American Financial Advisors, LLC History No change 2,255 223 0.03% 0.03% 1839 0 0.0% Q2 2026 Jul 14, 2026
Certified Advisory Corp History No change 2,249 222 0.02% 0.02% 1840 0 0.0% Q2 2026 Jul 16, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,243 222 0.11% 0.11% 1841 0 0.0% Q2 2026 Aug 18, 2026
Daner Wealth Management, LLC History No change 2,280 222 0.12% 0.12% 1842 0 0.0% Q2 2026 Aug 14, 2026
XXI WEALTH, LLC History No change 2,240 221 0.1% 0.1% 1843 0 0.0% Q2 2026 Aug 14, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 2,218 220 0.09% 0.09% 1844 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 2,231 220 0.1% 0.1% 1845 0 0.0% Q2 2026 Aug 05, 2026
3EDGE Asset Management, LP History No change 2,213 219 0.01% 0.01% 1846 0 0.0% Q2 2026 Jul 27, 2026
SageGuard Financial Group, LLC History No change 2,205 218 0.03% 0.03% 1847 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 2,212 218 0.13% 0.13% 1848 0 0.0% Q2 2026 Aug 05, 2026
Cassilly Financial Group LLC History No change 2,311 218 0.15% 0.17% 1849 0 0.0% Q3 2026 Oct 07, 2026
Rosenberg Matthew Hamilton History Added to 2,301 217 0.04% 0.04% 1851 +219 10.52% Q3 2026 Oct 05, 2026
Keystone Financial Group History No change 2,199 217 0.01% 0.01% 1850 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 2,184 216 0.01% 0.01% 1852 0 0.0% Q2 2026 Aug 10, 2026
Ring Mountain Capital, LLC History No change 2,165 214 0.09% 0.09% 1853 0 0.0% Q2 2026 Aug 11, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 2,152 213 0.08% 0.08% 1854 0 0.0% Q2 2026 Jul 15, 2026
Gradient Investments LLC History No change 2,147 212 0.0% 0.0% 1855 0 0.0% Q2 2026 Jul 08, 2026
ASL Financial, LLC History No change 2,149 212 0.15% 0.15% 1856 0 0.0% Q2 2026 Jul 21, 2026
Annex Advisory Services, LLC History No change 2,139 211 0.0% 0.0% 1857 0 0.0% Q2 2026 Jul 10, 2026
Invst, LLC History No change 2,134 211 0.02% 0.02% 1858 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,126 210 0.06% 0.06% 1859 0 0.0% Q2 2026 Jul 30, 2026
DELTA FINANCIAL ADVISORS LLC History No change 2,131 210 0.05% 0.05% 1860 0 0.0% Q2 2026 Aug 05, 2026
Keystone Wealth Services, LLC History No change 2,131 210 0.04% 0.04% 1861 0 0.0% Q2 2026 Aug 05, 2026
STEVENS CAPITAL PARTNERS History No change 2,128 210 0.04% 0.04% 1862 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC/CA History No change 2,126 210 0.03% 0.03% 1863 0 0.0% Q2 2026 Aug 13, 2026
New Capital Management LP History No change 2,117 209 0.05% 0.05% 1864 0 0.0% Q2 2026 Jul 14, 2026
CPR Investments Inc. History No change 2,109 208 0.16% 0.16% 1865 0 0.0% Q2 2026 Jul 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 2,095 207 0.04% 0.04% 1866 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Counsel, Inc History No change 2,100 207 0.02% 0.02% 1867 0 0.0% Q2 2026 Jul 27, 2026
Essex LLC History No change 2,100 207 0.03% 0.03% 1868 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,084 206 0.02% 0.02% 1869 0 0.0% Q2 2026 Jul 16, 2026
Pasadena Private Wealth, LLC History No change 2,083 206 0.03% 0.03% 1870 0 0.0% Q2 2026 Aug 10, 2026
Wealth Architects, LLC History No change 2,072 205 0.02% 0.02% 1871 0 0.0% Q2 2026 Jul 23, 2026
Elevation Wealth Management LLC History No change 2,073 205 0.15% 0.15% 1872 0 0.0% Q2 2026 Jul 29, 2026
Key FInancial Inc History No change 2,069 204 0.03% 0.03% 1873 0 0.0% Q2 2026 Jul 24, 2026
Naviter Wealth, LLC History No change 2,070 204 0.02% 0.02% 1874 0 0.0% Q2 2026 Aug 07, 2026
LaSalle St. Investment Advisors, LLC History No change 2,065 204 0.02% 0.02% 1875 0 0.0% Q2 2026 Aug 11, 2026
Towneley Capital Management, Inc / DE History No change 2,066 204 0.04% 0.04% 1876 0 0.0% Q2 2026 Jul 30, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 2,063 204 0.14% 0.14% 1877 0 0.0% Q2 2026 Jul 15, 2026
Crumly & Associates Inc. History New 2,150 203 0.04% — 1882 +2,150 New Q3 2026 Oct 07, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 2,061 203 0.02% 0.02% 1878 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Wealth, LLC. History No change 2,052 203 0.11% 0.11% 1879 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, LLC History No change 2,054 203 0.03% 0.03% 1880 0 0.0% Q2 2026 Jul 29, 2026
Benchmark Financial, LLC History No change 2,052 203 0.17% 0.17% 1881 0 0.0% Q2 2026 Jul 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,041 202 0.0% 0.0% 1883 0 0.0% Q2 2026 Jul 14, 2026
Crescent Grove Advisors, LLC History No change 2,047 202 0.02% 0.02% 1884 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Wealth Management LLC History No change 2,048 202 0.06% 0.06% 1885 0 0.0% Q2 2026 Aug 11, 2026
PENNEY FINANCIAL, LLC History No change 2,049 202 0.07% 0.07% 1886 0 0.0% Q2 2026 Jul 22, 2026
Oakworth Capital, Inc. History No change 2,042 201 0.01% 0.01% 1887 0 0.0% Q2 2026 Jul 22, 2026
Allegheny Financial Group History No change 2,032 201 0.02% 0.02% 1888 0 0.0% Q2 2026 Jul 22, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,028 200 0.04% 0.04% 1889 0 0.0% Q2 2026 Aug 05, 2026
Keener Financial Planning LLC History No change 2,028 200 0.07% 0.07% 1890 0 0.0% Q2 2026 Jul 31, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,993 197 0.06% 0.06% 1891 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 1,990 196 0.0% 0.0% 1892 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 1,988 196 0.02% 0.02% 1893 0 0.0% Q2 2026 Jul 31, 2026
Point Nemo Capital, LLC History No change 1,979 195 0.1% 0.1% 1894 0 0.0% Q2 2026 Aug 07, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,963 194 0.04% 0.04% 1895 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History No change 1,907 188 0.04% 0.04% 1896 0 0.0% Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History No change 1,889 187 0.05% 0.05% 1897 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 1,834 181 0.04% 0.04% 1898 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,826 180 0.11% 0.11% 1899 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 1,796 177 0.02% 0.02% 1900 0 0.0% Q2 2026 Jul 13, 2026
Salomon & Ludwin, LLC History No change 1,800 177 0.01% 0.01% 1901 0 0.0% Q2 2026 Aug 07, 2026
Rice Partnership, LLC History No change 1,769 175 0.02% 0.02% 1902 0 0.0% Q2 2026 Jul 29, 2026
CNB Bank History No change 1,766 174 0.07% 0.07% 1903 0 0.0% Q2 2026 Aug 06, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,744 172 0.07% 0.07% 1904 0 0.0% Q2 2026 Aug 14, 2026
Midwest Capital Advisors, LLC History No change 1,741 172 0.07% 0.07% 1905 0 0.0% Q2 2026 Jul 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,725 170 0.01% 0.01% 1906 0 0.0% Q2 2026 Aug 10, 2026
CrossGen Wealth, LLC History No change 1,709 169 0.13% 0.13% 1907 0 0.0% Q2 2026 Jul 24, 2026
Centerpoint Advisors, LLC History No change 1,701 168 0.05% 0.05% 1908 0 0.0% Q2 2026 Aug 05, 2026
Rossmore Private Capital History No change 1,692 167 0.01% 0.01% 1909 0 0.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History No change 1,688 167 0.02% 0.02% 1910 0 0.0% Q2 2026 Jul 16, 2026
BankChampaign, National Association History No change 1,679 166 0.13% 0.13% 1911 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,647 161 0.02% 0.02% 1912 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,597 158 0.01% 0.01% 1913 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 1,574 155 0.02% 0.02% 1914 0 0.0% Q2 2026 Jul 13, 2026
Bank of New Hampshire History No change 1,625 153 0.03% 0.03% 1915 0 0.0% Q3 2026 Oct 06, 2026
Joseph Group Capital Management History No change 1,507 149 0.03% 0.03% 1916 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 1,514 149 0.06% 0.06% 1917 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,496 148 0.03% 0.03% 1918 0 0.0% Q2 2026 Jul 27, 2026
Friedenthal Financial History No change 1,452 143 0.07% 0.07% 1919 0 0.0% Q2 2026 Jul 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,436 142 0.05% 0.05% 1920 0 0.0% Q2 2026 Jul 07, 2026
Walsh & Associates, LLC History No change 1,444 142 0.12% 0.12% 1921 0 0.0% Q2 2026 Jul 21, 2026
BAYBAN History No change 1,426 141 0.11% 0.11% 1922 0 0.0% Q2 2026 Jul 30, 2026
Lavaca Capital LLC History No change 1,400 138 0.01% 0.01% 1923 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,368 135 0.01% 0.01% 1924 0 0.0% Q2 2026 Aug 11, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,359 134 0.01% 0.01% 1925 0 0.0% Q2 2026 Aug 04, 2026
Atomic Invest LLC History No change 1,314 130 0.01% 0.01% 1926 0 0.0% Q2 2026 Sep 25, 2026
Pioneer Family Office, LLC History No change 1,309 129 0.07% 0.07% 1927 0 0.0% Q2 2026 Jul 27, 2026
Indiana Trust & Investment Management Co History No change 1,297 128 0.03% 0.03% 1928 0 0.0% Q2 2026 Jul 22, 2026
Pacifica Partners Inc. History No change 1,289 127 0.04% 0.04% 1929 0 0.0% Q2 2026 Jul 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,290 127 0.02% 0.02% 1930 0 0.0% Q2 2026 Jul 14, 2026
Acropolis Investment Management, LLC History No change 1,274 126 0.0% 0.0% 1931 0 0.0% Q2 2026 Jul 16, 2026
Integrity Financial Corp /WA History No change 1,267 125 0.06% 0.06% 1932 0 0.0% Q2 2026 Jul 31, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,261 124 0.05% 0.05% 1933 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 1,204 119 0.01% 0.01% 1934 0 0.0% Q2 2026 Aug 06, 2026
Richardson Capital Management LLC History No change 1,187 117 0.05% 0.05% 1935 0 0.0% Q2 2026 Jul 17, 2026
PINNEY & SCOFIELD, INC. History No change 1,192 117 0.06% 0.06% 1936 0 0.0% Q2 2026 Aug 07, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,085 107 0.24% 0.24% 1937 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 1,091 107 0.01% 0.01% 1938 0 0.0% Q2 2026 Aug 14, 2026
Pflug Koory, LLC History No change 1,053 104 0.04% 0.04% 1939 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 1,047 103 0.02% 0.02% 1940 0 0.0% Q2 2026 Aug 03, 2026
Cranbrook Wealth Management, LLC History No change 1,035 102 0.02% 0.02% 1941 0 0.0% Q2 2026 Aug 06, 2026
Darwin Wealth Management, LLC History No change 1,032 102 0.03% 0.03% 1942 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 1,038 102 0.04% 0.04% 1943 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 1,033 102 0.03% 0.03% 1944 0 0.0% Q2 2026 Aug 06, 2026
SkyView Investment Advisors, LLC History No change 1,000 99 0.08% 0.08% 1945 0 0.0% Q2 2026 Sep 14, 2026
Institute for Wealth Management, LLC. History No change 1,000 98 0.01% 0.01% 1946 0 0.0% Q2 2026 Jul 28, 2026
Mechanics Financial Corp History No change 1,000 98 0.04% 0.04% 1947 0 0.0% Q2 2026 Aug 05, 2026
Rialto Wealth Management, LLC History No change 992 98 0.02% 0.02% 1948 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 988 97 0.01% 0.01% 1949 0 0.0% Q2 2026 Jul 08, 2026
Biltmore Family Office, LLC History No change 973 96 0.01% 0.01% 1950 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 945 93 0.07% 0.07% 1951 0 0.0% Q2 2026 Jul 09, 2026
Bangor Savings Bank History No change 960 90 0.01% 0.01% 1952 0 0.0% Q3 2026 Oct 06, 2026
Evolution Advisers, Inc. History No change 900 89 0.03% 0.03% 1953 0 0.0% Q2 2026 Jul 31, 2026
Granite FO LLC History No change 903 89 0.05% 0.05% 1954 0 0.0% Q2 2026 Jul 15, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 896 88 0.02% 0.02% 1955 0 0.0% Q2 2026 Jul 15, 2026
Medallion Wealth Advisors, LLC History No change 899 88 0.03% 0.03% 1956 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 805 79 0.0% 0.0% 1957 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 805 79 0.01% 0.01% 1958 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Strategies CORP History No change 793 78 0.04% 0.04% 1959 0 0.0% Q2 2026 Jul 08, 2026
Kozak & Associates, Inc. History No change 787 77 0.01% 0.01% 1960 0 0.0% Q2 2026 Jul 02, 2026
Planning Strategies Inc. History Reduced 800 75 0.04% 0.06% 1961 -145 -15.34% Q3 2026 Oct 02, 2026
TUCKER ASSET MANAGEMENT LLC History No change 740 73 0.02% 0.02% 1962 0 0.0% Q2 2026 Aug 27, 2026
Dorato Capital Management History No change 748 73 0.05% 0.05% 1963 0 0.0% Q2 2026 Jul 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 729 72 0.01% 0.01% 1964 0 0.0% Q2 2026 Jul 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 730 72 0.01% 0.01% 1965 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 736 72 0.01% 0.01% 1966 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Advisors LLC History No change 710 70 0.06% 0.06% 1967 0 0.0% Q2 2026 Aug 07, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 443 70 0.08% 0.08% 1968 0 0.0% Q2 2026 Jul 27, 2026
Forum Finance Group S.A. History No change 880 70 0.03% 0.03% 1969 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 707 69 0.0% 0.0% 1970 0 0.0% Q2 2026 Sep 04, 2026
Avalon Trust Co History No change 700 69 0.0% 0.0% 1971 0 0.0% Q2 2026 Aug 06, 2026
Basepoint Wealth LLC History No change 690 68 0.04% 0.04% 1972 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 650 64 0.01% 0.01% 1973 0 0.0% Q2 2026 Sep 02, 2026
Meramec Financial Planners, LLC History No change 645 62 0.02% 0.02% 1974 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History Reduced 651 61 0.0% 0.0% 1975 -283 -30.3% Q3 2026 Oct 05, 2026
Vanguard National Trust Co History No change 618 61 0.0% 0.0% 1976 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 613 60 0.03% 0.03% 1977 0 0.0% Q2 2026 Aug 17, 2026
Asset Dedication, LLC History No change 559 55 0.0% 0.0% 1978 0 0.0% Q2 2026 Jul 30, 2026
Piscataqua Savings Bank History No change 551 54 0.04% 0.04% 1979 0 0.0% Q2 2026 Jul 09, 2026
Navigoe, LLC History No change 542 53 0.03% 0.03% 1980 0 0.0% Q2 2026 Jul 31, 2026
Prestige Wealth Management Group LLC History No change 497 49 0.01% 0.01% 1981 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Planning, Inc./PA History No change 504 49 0.03% 0.03% 1982 0 0.0% Q2 2026 Aug 10, 2026
MANNING & NAPIER ADVISORS LLC History No change 473 47 0.0% 0.0% 1983 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 471 46 0.01% 0.01% 1984 0 0.0% Q2 2026 Jul 01, 2026
Financial Perspectives, Inc History No change 458 45 0.01% 0.01% 1985 0 0.0% Q2 2026 Jul 24, 2026
Frazier Financial Advisors, LLC History No change 451 44 0.02% 0.02% 1986 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History No change 439 43 0.02% 0.02% 1987 0 0.0% Q2 2026 Aug 07, 2026
STEPH & CO History Added to 424 40 0.01% 0.01% 1988 +84 24.71% Q3 2026 Oct 07, 2026
AlphaCore Capital LLC History No change 406 40 0.0% 0.0% 1989 0 0.0% Q2 2026 Aug 06, 2026
ELEVATE WEALTH ADVISORY, INC History No change 412 40 0.02% 0.02% 1990 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 413 40 0.02% 0.02% 1991 0 0.0% Q2 2026 Jul 30, 2026
ESL Trust Services, LLC History No change 369 36 0.01% 0.01% 1992 0 0.0% Q2 2026 Aug 13, 2026
NEPC LLC History No change 362 35 0.0% 0.0% 1993 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 351 34 0.02% 0.02% 1994 0 0.0% Q2 2026 Jul 22, 2026
Roble, Belko & Company, Inc History No change 334 33 0.0% 0.0% 1995 0 0.0% Q2 2026 Jul 24, 2026
Boreal Capital Management LLC History No change 340 33 0.02% 0.02% 1996 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 330 32 0.0% 0.0% 1997 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 325 32 0.01% 0.01% 1998 0 0.0% Q2 2026 Jul 24, 2026
Copia Wealth Management History No change 331 32 0.02% 0.02% 1999 0 0.0% Q2 2026 Aug 17, 2026
JCIC Asset Management Inc. History No change 315 31 0.01% 0.01% 2000 0 0.0% Q2 2026 Jul 17, 2026