VANGUARD BOND INDEX FUNDS - BIV

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
WELLS FARGO & COMPANY/MN History No change 26,474,330 2,030,581 0.33% 0.33% 1 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 24,235,046 1,858,828 0.44% 0.44% 2 0 0.0% Q2 2026 Sep 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,822,370 983,475 0.53% 0.53% 3 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 12,178,869 934,119 3.57% 3.57% 4 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 11,248,421 862,753 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,675,092 665,379 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,224,992 554,156 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 6,176,904 473,768 0.65% 0.65% 8 0 0.0% Q2 2026 Aug 12, 2026
True Link Financial Advisors, LLC History No change 5,706,056 437,654 25.31% 25.31% 9 0 0.0% Q2 2026 Jul 31, 2026
LPL Financial LLC History No change 5,360,448 411,146 0.09% 0.09% 10 0 0.0% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,995,262 306,396 1.69% 1.69% 11 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,911,085 299,632 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,393,708 261,244 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,435,399 186,795 0.64% 0.64% 14 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,400,546 184,121 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
LINCOLN NATIONAL CORP History No change 2,251,874 172,718 4.42% 4.42% 16 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 2,073,835 159,084 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,057,704 157,826 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 2,020,987 155,014 0.16% 0.16% 19 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 1,914,897 146,872 4.29% 4.29% 20 0 0.0% Q2 2026 Jul 30, 2026
UBS Group AG History No change 1,839,154 141,063 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
Retirement Investment Advisors, Inc. History No change 1,825,373 138,217 9.85% 9.85% 22 0 0.0% Q2 2026 Jul 15, 2026
Cetera Investment Advisers History No change 1,793,272 137,543 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 1,630,105 125,029 1.09% 1.09% 24 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 1,526,858 117,110 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 1,515,708 116,254 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 1,471,769 112,884 0.18% 0.18% 27 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 1,371,285 105,177 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 1,346,530 103,278 0.18% 0.18% 29 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 1,276,358 97,895 0.12% 0.12% 30 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,263,804 96,933 0.12% 0.12% 31 0 0.0% Q2 2026 Jul 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,261,481 96,756 1.11% 1.11% 32 0 0.0% Q2 2026 Aug 14, 2026
BCM ADVISORS, LLC History No change 1,267,115 95,679 18.63% 18.63% 33 0 0.0% Q2 2026 Jul 28, 2026
American Trust History No change 1,214,066 93,118 7.18% 7.18% 34 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,207,949 92,649 0.12% 0.12% 35 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 1,148,006 88,052 0.14% 0.14% 36 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,105,158 84,766 0.2% 0.2% 37 0 0.0% Q2 2026 Jul 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,050,510 80,574 0.97% 0.97% 38 0 0.0% Q2 2026 Aug 07, 2026
Family Investment Center, Inc. History No change 1,038,714 79,669 13.23% 13.23% 39 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,014,569 77,127 0.13% 0.13% 40 0 0.0% Q2 2026 Jul 15, 2026
VANGUARD ADVISERS INC History No change 974,442 74,739 0.25% 0.25% 41 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 919,537 70,528 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
WIT, LLC History No change 861,173 66,051 1.05% 1.05% 43 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 818,448 62,774 5.48% 5.48% 44 0 0.0% Q2 2026 Jul 21, 2026
World Investment Advisors History No change 793,535 61,227 1.01% 1.01% 45 0 0.0% Q2 2026 Aug 13, 2026
Cranbrook Wealth Management, LLC History No change 730,608 56,037 10.49% 10.49% 46 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 729,038 55,917 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 714,797 54,824 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 07, 2026
Sage Financial Management Group, Inc. History No change 711,661 54,584 15.0% 15.0% 49 0 0.0% Q2 2026 Jul 24, 2026
Verus Financial Partners, Inc. History No change 706,952 54,223 4.64% 4.64% 50 0 0.0% Q2 2026 Jul 21, 2026
Cannon Financial Strategists, Inc. History No change 696,561 53,426 6.08% 6.08% 51 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS INC /AR/ History No change 683,912 52,456 0.59% 0.59% 52 0 0.0% Q2 2026 Jul 29, 2026
Scott Capital Advisors, LLC History No change 677,229 51,943 8.14% 8.14% 53 0 0.0% Q2 2026 Jul 10, 2026
JPMORGAN CHASE & CO History No change 666,617 51,349 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 647,754 49,683 0.1% 0.1% 55 0 0.0% Q2 2026 Aug 05, 2026
Reliant Wealth Planning History No change 631,866 48,464 13.33% 13.33% 56 0 0.0% Q2 2026 Aug 07, 2026
Francis Financial, Inc. History No change 626,906 48,083 7.88% 7.88% 57 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Planning Group LLC History No change 609,041 46,055 5.8% 5.8% 58 0 0.0% Q2 2026 Jul 29, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 575,881 44,170 1.08% 1.08% 59 0 0.0% Q2 2026 Jul 31, 2026
STIFEL FINANCIAL CORP History No change 558,188 42,813 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 554,565 42,507 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 543,846 41,713 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 07, 2026
Badgley Phelps Wealth Managers, LLC History No change 523,833 40,178 0.7% 0.7% 63 0 0.0% Q2 2026 Jul 31, 2026
Midwest Trust Co History No change 523,378 40,143 0.45% 0.45% 64 0 0.0% Q2 2026 Aug 04, 2026
Beacon Capital Management, Inc. History No change 521,466 39,996 2.42% 2.42% 65 0 0.0% Q2 2026 Aug 13, 2026
BetterWealth, LLC History No change 521,246 39,979 7.07% 7.07% 66 0 0.0% Q2 2026 Jul 21, 2026
PINKERTON WEALTH, LLC History No change 515,159 39,759 3.41% 3.41% 67 0 0.0% Q2 2026 Jul 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 501,701 38,480 9.77% 9.77% 68 0 0.0% Q2 2026 Jul 24, 2026
True Freedom Investing, LLC History No change 496,303 38,304 3.0% 3.0% 69 0 0.0% Q2 2026 Aug 12, 2026
LVW Advisors, LLC History No change 494,779 37,949 3.28% 3.28% 70 0 0.0% Q2 2026 Jul 15, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 488,980 37,504 8.48% 8.48% 71 0 0.0% Q2 2026 Jul 09, 2026
Farther Finance Advisors, LLC History No change 488,716 37,485 0.29% 0.29% 72 0 0.0% Q2 2026 Jul 17, 2026
Envestnet Portfolio Solutions, Inc. History No change 470,818 36,111 0.17% 0.17% 73 0 0.0% Q2 2026 Sep 23, 2026
Geneos Wealth Management Inc. History No change 465,336 35,691 0.73% 0.73% 74 0 0.0% Q2 2026 Aug 06, 2026
Gordian Advisors LLC History No change 451,880 34,659 20.38% 20.38% 75 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 451,690 34,644 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 445,048 34,135 0.9% 0.9% 77 0 0.0% Q2 2026 Jul 07, 2026
BRIGHTON SECURITIES CORP. History No change 443,456 34,013 14.61% 14.61% 78 0 0.0% Q2 2026 Jul 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 476,206 33,516 0.73% 0.73% 79 0 0.0% Q2 2026 Jul 17, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 433,842 33,275 11.83% 11.83% 80 0 0.0% Q2 2026 Jul 21, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 418,756 32,118 3.91% 3.91% 81 0 0.0% Q2 2026 Jul 27, 2026
Wescott Financial Advisory Group, LLC History No change 418,386 32,090 2.49% 2.49% 82 0 0.0% Q2 2026 Aug 04, 2026
Grey Fox Wealth Advisors, LLC History No change 417,009 31,984 5.02% 5.02% 83 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 415,253 31,849 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 410,897 31,515 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 409,973 31,444 0.34% 0.34% 86 0 0.0% Q2 2026 Aug 03, 2026
Roundview Capital LLC History No change 408,111 31,302 1.71% 1.71% 87 0 0.0% Q2 2026 Jul 30, 2026
Ballentine Capital Advisors, Inc History No change 403,995 30,986 11.68% 11.68% 88 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 403,393 30,940 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History No change 395,818 30,359 20.79% 20.79% 90 0 0.0% Q2 2026 Aug 13, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 394,939 30,291 12.09% 12.09% 91 0 0.0% Q2 2026 Jul 20, 2026
FPC INVESTMENT ADVISORY, INC. History No change 395,163 30,087 14.2% 14.2% 92 0 0.0% Q2 2026 Aug 13, 2026
Compass Planning Associates Inc History No change 390,104 29,921 16.18% 16.18% 93 0 0.0% Q2 2026 Jul 27, 2026
CHRISTINE MESSMER PC History No change 389,276 29,857 16.82% 16.82% 94 0 0.0% Q2 2026 Jul 23, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 388,428 29,792 6.66% 6.66% 95 0 0.0% Q2 2026 Jul 20, 2026
ACORN CREEK CAPITAL LLC History No change 388,216 29,776 9.95% 9.95% 96 0 0.0% Q2 2026 Aug 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 387,752 29,740 2.57% 2.57% 97 0 0.0% Q2 2026 Jul 27, 2026
BANK HAPOALIM BM History No change 382,990 29,375 1.95% 1.95% 98 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History No change 381,781 29,282 1.87% 1.87% 99 0 0.0% Q2 2026 Jul 08, 2026
HOGE FINANCIAL SERVICES, LLC History No change 365,539 28,036 13.42% 13.42% 100 0 0.0% Q2 2026 Jul 29, 2026
Schiavi & Co LLC History No change 363,886 27,910 7.37% 7.37% 101 0 0.0% Q2 2026 Aug 10, 2026
Austin Asset Management Co Inc History No change 356,896 27,373 3.81% 3.81% 102 0 0.0% Q2 2026 Jul 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 353,353 27,106 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 14, 2026
Retirement Management Systems Inc. History No change 347,018 26,616 5.45% 5.45% 104 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS ADVISORS, LLC History No change 340,605 26,124 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 14, 2026
Windward Private Wealth Management Inc. History No change 334,344 25,644 8.2% 8.2% 106 0 0.0% Q2 2026 Aug 04, 2026
ForthRight Wealth Management, LLC History No change 332,229 25,481 6.52% 6.52% 107 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 332,133 25,474 0.1% 0.1% 108 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 325,750 24,985 4.08% 4.08% 109 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 321,738 24,677 0.23% 0.23% 110 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Reduced 333,614 24,307 4.35% 4.83% 111 -4,074 -1.21% Q3 2026 Oct 05, 2026
Betterment LLC History No change 315,442 24,194 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 14, 2026
Tandem Financial, LLC History No change 308,414 23,655 7.12% 7.12% 113 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 306,232 23,487 0.18% 0.18% 114 0 0.0% Q2 2026 Aug 14, 2026
Kropog Financial Group, LLC History No change 304,842 23,381 16.48% 16.48% 115 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 298,924 22,927 0.85% 0.85% 116 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 296,358 22,730 0.19% 0.19% 117 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 293,570 22,516 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 04, 2026
Financial Engines Advisors L.L.C. History No change 291,960 22,393 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 291,886 22,387 0.79% 0.79% 120 0 0.0% Q2 2026 Jul 15, 2026
Brewster Financial Planning LLC History No change 291,009 22,320 12.26% 12.26% 121 0 0.0% Q2 2026 Jul 14, 2026
American Money Management, LLC History No change 288,490 22,127 3.16% 3.16% 122 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 282,994 21,705 0.45% 0.45% 123 0 0.0% Q2 2026 Jul 29, 2026
Clark Asset Management, LLC History No change 280,084 21,482 1.69% 1.69% 124 0 0.0% Q2 2026 Jul 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 276,615 21,216 1.26% 1.26% 125 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 276,174 21,182 0.27% 0.27% 126 0 0.0% Q2 2026 Jul 24, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 269,289 20,341 4.14% 4.14% 127 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 264,305 20,272 1.38% 1.38% 128 0 0.0% Q2 2026 Sep 04, 2026
Human Investing LLC History No change 264,084 20,255 2.63% 2.63% 129 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 260,224 19,959 0.32% 0.32% 130 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 259,424 19,897 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT CAPITAL STRATEGIES History No change 258,454 19,823 6.88% 6.88% 132 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 257,806 19,773 0.43% 0.43% 133 0 0.0% Q2 2026 Aug 13, 2026
Silver Coast Investments LLC History No change 253,368 19,433 5.79% 5.79% 134 0 0.0% Q2 2026 Jul 24, 2026
MBA Advisors LLC History No change 250,000 19,174 6.45% 6.45% 135 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 248,838 19,085 0.32% 0.32% 136 0 0.0% Q2 2026 Jul 31, 2026
Darrow Company, Inc. History No change 248,701 19,076 7.39% 7.39% 137 0 0.0% Q2 2026 Jul 29, 2026
Lido Advisors, LLC History No change 245,428 18,824 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 07, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 230,140 17,651 6.71% 6.71% 139 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 227,199 17,426 0.05% 0.05% 140 0 0.0% Q2 2026 Aug 12, 2026
Greystone Financial Group, LLC History No change 224,132 17,190 4.8% 4.8% 141 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 223,101 17,122 0.68% 0.68% 142 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 219,824 16,860 1.13% 1.13% 143 0 0.0% Q2 2026 Jul 15, 2026
Tumwater Wealth Management, LLC History No change 218,749 16,782 6.07% 6.07% 144 0 0.0% Q2 2026 Jul 20, 2026
Neumann Capital Management, LLC History No change 218,277 16,741 11.07% 11.07% 145 0 0.0% Q2 2026 Jul 10, 2026
Boyd Wealth Management, LLC History No change 216,088 16,573 6.27% 6.27% 146 0 0.0% Q2 2026 Jul 16, 2026
NewSquare Capital LLC History No change 212,430 16,293 1.21% 1.21% 147 0 0.0% Q2 2026 Jul 28, 2026
BOKF, NA History No change 210,903 16,176 0.22% 0.22% 148 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 205,798 15,784 1.79% 1.79% 149 0 0.0% Q2 2026 Jul 10, 2026
DAVENPORT & Co LLC History No change 205,667 15,774 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 13, 2026
Certified Advisory Corp History No change 202,069 15,498 1.25% 1.25% 151 0 0.0% Q2 2026 Jul 16, 2026
CITIGROUP INC History No change 200,933 15,411 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 198,645 15,287 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History No change 200,425 15,252 0.22% 0.22% 154 0 0.0% Q2 2026 Jul 08, 2026
Ameritas Advisory Services, LLC History No change 197,875 15,176 0.31% 0.31% 155 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 196,419 15,065 0.05% 0.05% 156 0 0.0% Q2 2026 Jul 28, 2026
Vertrix Wealth Management, LLC History No change 195,820 15,019 5.06% 5.06% 157 0 0.0% Q2 2026 Jul 09, 2026
ASSOCIATED BANC-CORP History No change 194,879 14,947 0.35% 0.35% 158 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 194,572 14,923 0.34% 0.34% 159 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 192,549 14,768 0.0% 0.0% 160 0 0.0% Q2 2026 Sep 02, 2026
Brookstone Capital Management History No change 191,950 14,722 0.15% 0.15% 161 0 0.0% Q2 2026 Jul 15, 2026
NWAM LLC History No change 190,646 14,622 0.73% 0.73% 162 0 0.0% Q2 2026 Jul 23, 2026
City State Bank History No change 188,143 14,430 3.31% 3.31% 163 0 0.0% Q2 2026 Jul 14, 2026
Allworth Financial LP History No change 186,067 14,271 0.06% 0.06% 164 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 185,977 14,264 0.1% 0.1% 165 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Reduced 195,276 14,227 2.15% 2.27% 166 -2,356 -1.19% Q3 2026 Oct 01, 2026
Bernardo Wealth Planning LLC History No change 184,804 14,174 2.42% 2.42% 167 0 0.0% Q2 2026 Jul 27, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 182,901 14,028 1.72% 1.72% 168 0 0.0% Q2 2026 Aug 11, 2026
FC Advisory LLC History Added to 191,307 13,938 3.65% 3.67% 169 +10,746 5.95% Q3 2026 Oct 05, 2026
Cornerstone Wealth Management, LLC History No change 181,259 13,902 0.6% 0.6% 170 0 0.0% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 181,092 13,889 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 10, 2026
Pacific Capital Wealth Advisors, Inc. History No change 175,507 13,461 2.03% 2.03% 172 0 0.0% Q2 2026 Jul 09, 2026
Mach-1 Financial Group, LLC History No change 175,441 13,456 5.21% 5.21% 173 0 0.0% Q2 2026 Jul 29, 2026
Frankly Finances, LLC History No change 168,951 12,958 10.24% 10.24% 174 0 0.0% Q2 2026 Jul 15, 2026
Conrad Siegel Investment Advisors, Inc. History No change 168,117 12,894 2.1% 2.1% 175 0 0.0% Q2 2026 Jul 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 164,780 12,638 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 162,620 12,473 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 161,201 12,364 0.06% 0.06% 178 0 0.0% Q2 2026 Aug 18, 2026
Ameritas Investment Partners, Inc. History No change 160,321 12,296 0.33% 0.33% 179 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 160,087 12,278 0.23% 0.23% 180 0 0.0% Q2 2026 Aug 04, 2026
Mustard Seed Financial, LLC History No change 156,050 11,969 6.22% 6.22% 181 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 155,914 11,958 2.11% 2.11% 182 0 0.0% Q2 2026 Jul 24, 2026
Allied Investment Advisors, LLC History No change 155,473 11,924 1.5% 1.5% 183 0 0.0% Q2 2026 Jul 20, 2026
Stephenson & Company, Inc. History No change 155,421 11,920 5.58% 5.58% 184 0 0.0% Q2 2026 Jul 28, 2026
Sterling Financial Planning, Inc. History No change 153,913 11,805 3.21% 3.21% 185 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 153,817 11,797 0.12% 0.12% 186 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 153,297 11,757 0.3% 0.3% 187 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 148,697 11,405 0.29% 0.29% 188 0 0.0% Q2 2026 Aug 07, 2026
Clarity Asset Management, Inc. History No change 147,666 11,326 5.55% 5.55% 189 0 0.0% Q2 2026 Jul 16, 2026
Integrity Advisory Solutions, LLC History No change 144,969 11,119 1.14% 1.14% 190 0 0.0% Q2 2026 Jul 31, 2026
Fund Evaluation Group, LLC History No change 144,624 11,092 0.3% 0.3% 191 0 0.0% Q2 2026 Aug 07, 2026
Safir Wealth Advisors, LLC History No change 143,732 11,024 7.16% 7.16% 192 0 0.0% Q2 2026 Jul 09, 2026
Equity Wealth Partners, LLC History No change 141,723 10,870 3.91% 3.91% 193 0 0.0% Q2 2026 Jul 27, 2026
BURNEY CO/ History No change 139,339 10,687 0.29% 0.29% 194 0 0.0% Q2 2026 Jul 14, 2026
Hurlow Wealth Management Group, Inc. History No change 137,452 10,542 2.19% 2.19% 195 0 0.0% Q2 2026 Aug 05, 2026
SEEDS INVESTOR LLC History No change 135,734 10,410 1.07% 1.07% 196 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 135,573 10,398 0.06% 0.06% 197 0 0.0% Q2 2026 Aug 14, 2026
Verde Capital Management History No change 135,484 10,391 1.92% 1.92% 198 0 0.0% Q2 2026 Aug 11, 2026
Carl P. Sherr & Co., LLC History No change 135,358 10,381 4.35% 4.35% 199 0 0.0% Q2 2026 Jul 31, 2026
Asset Management Group, Inc. History No change 133,847 10,266 1.5% 1.5% 200 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 132,427 10,157 1.4% 1.4% 201 0 0.0% Q2 2026 Jul 22, 2026
Galvin, Gaustad & Stein, LLC History No change 132,346 10,150 0.75% 0.75% 202 0 0.0% Q2 2026 Jul 29, 2026
SigFig Wealth Management, LLC History Added to 139,010 10,128 0.25% 0.27% 203 +8,254 6.31% Q3 2026 Oct 07, 2026
D.A. DAVIDSON & CO. History No change 131,884 10,115 0.06% 0.06% 204 0 0.0% Q2 2026 Jul 24, 2026
MISSION WEALTH MANAGEMENT, LP History No change 130,457 10,006 0.12% 0.12% 205 0 0.0% Q2 2026 Jul 20, 2026
Smart Money Group LLC History No change 128,920 9,888 2.54% 2.54% 206 0 0.0% Q2 2026 Jul 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 128,464 9,853 0.49% 0.49% 207 0 0.0% Q2 2026 Jul 20, 2026
49 WEALTH MANAGEMENT, LLC History No change 128,358 9,845 1.88% 1.88% 208 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 128,358 9,845 1.88% 1.88% 209 0 0.0% Q2 2026 Aug 14, 2026
San Luis Wealth Advisors LLC History No change 127,851 9,806 1.48% 1.48% 210 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 125,167 9,600 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 125,024 9,589 0.28% 0.28% 212 0 0.0% Q2 2026 Aug 04, 2026
Go Invest LLC History No change 124,592 9,556 2.25% 2.25% 213 0 0.0% Q2 2026 Aug 05, 2026
VCI Wealth Management LLC History No change 124,582 9,555 2.4% 2.4% 214 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 124,258 9,530 0.32% 0.32% 215 0 0.0% Q2 2026 Jul 24, 2026
Capital Group Private Client Services, Inc. History No change 121,487 9,318 0.13% 0.13% 216 0 0.0% Q2 2026 Aug 12, 2026
Evolution Advisers, Inc. History No change 119,149 9,138 3.36% 3.36% 217 0 0.0% Q2 2026 Jul 31, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 125,345 9,132 0.98% 1.14% 218 -8,423 -6.3% Q3 2026 Oct 07, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 119,009 9,127 0.56% 0.56% 219 0 0.0% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History No change 117,910 9,043 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 117,044 8,977 0.89% 0.89% 221 0 0.0% Q2 2026 Jul 22, 2026
ELEVATUS WELATH MANAGEMENT History No change 117,014 8,974 2.18% 2.18% 222 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 116,914 8,967 0.1% 0.1% 223 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD SECURITIES, INC. History No change 116,733 8,953 0.51% 0.51% 224 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 116,217 8,913 0.05% 0.05% 225 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 115,390 8,850 0.15% 0.15% 226 0 0.0% Q2 2026 Jul 21, 2026
Fortis Advisors, LLC History No change 115,068 8,825 4.13% 4.13% 227 0 0.0% Q2 2026 Aug 13, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 112,412 8,622 6.29% 6.29% 228 0 0.0% Q2 2026 Jul 24, 2026
Tillman Hartley LLC History No change 111,199 8,528 1.92% 1.92% 229 0 0.0% Q2 2026 Aug 06, 2026
Avantax Planning Partners, Inc. History No change 110,820 8,499 0.21% 0.21% 230 0 0.0% Q2 2026 Jul 28, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 109,411 8,391 0.84% 0.84% 231 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 108,419 8,315 0.67% 0.67% 232 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 108,356 8,310 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 105,504 8,099 0.12% 0.12% 234 0 0.0% Q2 2026 Jul 15, 2026
Kroeger Financial Partners History No change 105,507 8,092 7.82% 7.82% 235 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 105,152 8,065 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 27, 2026
Consilium Wealth Advisory, LLC History No change 104,958 8,050 2.39% 2.39% 237 0 0.0% Q2 2026 Aug 10, 2026
Bay Capital Advisors, LLC History No change 104,171 7,989 4.28% 4.28% 238 0 0.0% Q2 2026 Jul 21, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 102,792 7,884 0.74% 0.74% 239 0 0.0% Q2 2026 Jul 14, 2026
MA Private Wealth History No change 102,755 7,881 1.17% 1.17% 240 0 0.0% Q2 2026 Jul 28, 2026
St. Louis Trust Co History No change 47,363 7,717 0.88% 0.88% 241 0 0.0% Q2 2026 Jul 30, 2026
HANOVER ADVISORS INC History No change 100,393 7,700 2.77% 2.77% 242 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 99,785 7,653 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 12, 2026
Parker Financial LLC History No change 99,771 7,651 2.8% 2.8% 244 0 0.0% Q2 2026 Aug 03, 2026
GENESIS PRIVATE WEALTH, LLC History No change 97,679 7,491 2.11% 2.11% 245 0 0.0% Q2 2026 Jul 13, 2026
DEUTSCHE BANK AG\ History No change 97,390 7,469 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Financial Group, Inc. History No change 96,221 7,380 1.13% 1.13% 247 0 0.0% Q2 2026 Jul 24, 2026
New Hampshire Trust History No change 93,799 7,194 1.36% 1.36% 248 0 0.0% Q2 2026 Jul 27, 2026
Silver Oak Advisory Group, Inc. History No change 93,294 7,155 2.82% 2.82% 249 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 92,757 7,114 0.13% 0.13% 250 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 92,710 7,110 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 19, 2026
Snowden Capital Advisors LLC History No change 92,336 7,082 0.17% 0.17% 252 0 0.0% Q2 2026 Aug 13, 2026
Intergy Private Wealth, LLC History No change 92,231 7,074 1.63% 1.63% 253 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 91,636 7,028 0.05% 0.05% 254 0 0.0% Q2 2026 Aug 12, 2026
CONQUIS FINANCIAL LLC History No change 91,322 7,004 5.65% 5.65% 255 0 0.0% Q2 2026 Aug 13, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 90,878 6,970 1.03% 1.03% 256 0 0.0% Q2 2026 Jul 10, 2026
Rossby Financial, LCC History No change 90,084 6,909 1.26% 1.26% 257 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History No change 89,901 6,895 0.45% 0.45% 258 0 0.0% Q2 2026 Jul 08, 2026
Bay Harbor Wealth Management, LLC History No change 89,217 6,842 1.58% 1.58% 259 0 0.0% Q2 2026 Jul 28, 2026
MFA WEALTH ADVISORS, LLC History Reduced 92,561 6,744 1.15% 7.85% 260 -507,885 -84.58% Q3 2026 Oct 07, 2026
WealthCollab, LLC History No change 87,923 6,743 2.44% 2.44% 261 0 0.0% Q2 2026 Aug 10, 2026
Sovereign Investment Advisors, LLC History No change 87,243 6,691 1.26% 1.26% 262 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 87,020 6,674 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 03, 2026
Wealth Advisory Team LLC History No change 86,829 6,659 5.41% 5.41% 264 0 0.0% Q2 2026 Jul 23, 2026
Evergreen Wealth Management, LLC History No change 85,937 6,591 3.09% 3.09% 265 0 0.0% Q2 2026 Jul 31, 2026
Clarity Capital Advisors, LLC History No change 85,163 6,532 2.74% 2.74% 266 0 0.0% Q2 2026 Jul 13, 2026
ESL Trust Services, LLC History No change 85,005 6,519 1.11% 1.11% 267 0 0.0% Q2 2026 Aug 13, 2026
WNY Asset Management, LLC History No change 83,788 6,426 0.57% 0.57% 268 0 0.0% Q2 2026 Aug 17, 2026
Sagace Wealth Management LLC History No change 83,048 6,369 4.0% 4.0% 269 0 0.0% Q2 2026 Aug 03, 2026
Centennial Bank/AR/ History No change 82,870 6,356 2.05% 2.05% 270 0 0.0% Q2 2026 Aug 10, 2026
IFC & Insurance Marketing, Inc. History No change 82,235 6,307 5.55% 5.55% 271 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 81,985 6,288 0.04% 0.04% 272 0 0.0% Q2 2026 Sep 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 84,950 6,189 0.16% 0.17% 273 -2,024 -2.33% Q3 2026 Oct 05, 2026
Leeward Financial Partners, LLC History No change 80,475 6,172 1.62% 1.62% 274 0 0.0% Q2 2026 Aug 06, 2026
Milestone Investment Advisors LLC History No change 80,327 6,161 1.33% 1.33% 275 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 79,745 6,116 0.25% 0.25% 276 0 0.0% Q2 2026 Aug 12, 2026
Planned Solutions, Inc. History No change 79,558 6,102 1.75% 1.75% 277 0 0.0% Q2 2026 Jul 13, 2026
Jacobsen Capital Management History No change 78,704 6,036 1.77% 1.77% 278 0 0.0% Q2 2026 Jul 29, 2026
Sunesis Advisors, LLC History No change 77,398 5,936 2.45% 2.45% 279 0 0.0% Q2 2026 Jul 10, 2026
PCG ASSET MANAGEMENT, LLC History No change 76,720 5,884 4.22% 4.22% 280 0 0.0% Q2 2026 Jul 27, 2026
PARK NATIONAL CORP /OH/ History Added to 79,879 5,819 0.16% 0.16% 281 +5,580 7.51% Q3 2026 Oct 05, 2026
Lionshead Wealth Management, LLC History No change 75,759 5,810 3.77% 3.77% 282 0 0.0% Q2 2026 Jul 28, 2026
Secure Asset Management, LLC History No change 75,621 5,800 0.81% 0.81% 283 0 0.0% Q2 2026 Jul 15, 2026
Arcataur Capital Management LLC History No change 75,482 5,789 1.43% 1.43% 284 0 0.0% Q2 2026 Jul 23, 2026
Granite Harbor Advisors, Inc. History No change 75,114 5,761 2.28% 2.28% 285 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 74,183 5,689 0.05% 0.05% 286 0 0.0% Q2 2026 Jul 27, 2026
Momentum Wealth Planning, LLC History No change 73,241 5,617 4.11% 4.11% 287 0 0.0% Q2 2026 Aug 05, 2026
Hardy Reed LLC History No change 72,316 5,546 0.36% 0.36% 288 0 0.0% Q2 2026 Aug 03, 2026
PFG Advisors History No change 71,980 5,520 0.28% 0.28% 289 0 0.0% Q2 2026 Jul 16, 2026
TENET WEALTH PARTNERS, LLC History No change 70,835 5,360 3.99% 3.99% 290 0 0.0% Q2 2026 Aug 07, 2026
EJMK Ventures LLC History No change 69,047 5,295 2.4% 2.4% 291 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 68,762 5,273 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 17, 2026
Leo H. Evart, Inc. History No change 68,646 5,265 4.16% 4.16% 293 0 0.0% Q2 2026 Aug 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 66,032 5,064 0.37% 0.37% 294 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 65,108 4,967 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 27, 2026
Blom & Howell Financial Planning, Inc. History No change 63,985 4,907 4.09% 4.09% 296 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 63,866 4,898 0.1% 0.1% 297 0 0.0% Q2 2026 Aug 03, 2026
Harbour Trust & Investment Management Co History No change 62,931 4,826 0.46% 0.46% 298 0 0.0% Q2 2026 Jul 28, 2026
Hoxton Planning & Management, LLC History No change 62,892 4,823 1.26% 1.26% 299 0 0.0% Q2 2026 Jul 16, 2026
HUB Investment Partners, LLC History No change 62,329 4,780 0.09% 0.09% 300 0 0.0% Q2 2026 Jul 31, 2026
TritonPoint Partners, LLC History No change 61,912 4,748 0.39% 0.39% 301 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 61,878 4,746 0.28% 0.28% 302 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 61,635 4,727 0.22% 0.22% 303 0 0.0% Q2 2026 Aug 11, 2026
TRITONPOINT WEALTH, LLC History No change 61,468 4,714 0.46% 0.46% 304 0 0.0% Q2 2026 Aug 11, 2026
Aspire Private Capital, LLC History No change 61,283 4,700 0.97% 0.97% 305 0 0.0% Q2 2026 Jul 15, 2026
Arcadia Wealth Management, LLC History No change 60,527 4,642 1.46% 1.46% 306 0 0.0% Q2 2026 Jul 20, 2026
Corient Private Wealth LP History No change 60,263 4,622 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 27, 2026
BESSEMER GROUP INC History No change 60,228 4,619 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 12, 2026
Graetz Wealth LLC History No change 59,356 4,552 3.63% 3.63% 309 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 58,842 4,513 0.05% 0.05% 310 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 57,942 4,444 0.05% 0.05% 311 0 0.0% Q2 2026 Aug 06, 2026
Professional Financial Advisors, LLC History No change 57,710 4,426 0.77% 0.77% 312 0 0.0% Q2 2026 Jul 09, 2026
Family Legacy, Inc. History No change 57,046 4,375 1.17% 1.17% 313 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 56,717 4,350 0.13% 0.13% 314 0 0.0% Q2 2026 Jul 06, 2026
Perigon Wealth Management, LLC History No change 56,295 4,317 0.07% 0.07% 315 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 55,748 4,275 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 11, 2026
SeedSafe Financial LLC History No change 55,308 4,242 3.05% 3.05% 317 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 55,088 4,225 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 54,976 4,216 0.5% 0.5% 319 0 0.0% Q2 2026 Aug 05, 2026
Meridian Financial Partners LLC History No change 55,184 4,201 1.43% 1.43% 320 0 0.0% Q2 2026 Jul 24, 2026
WealthPlan Investment Management, LLC History No change 54,344 4,168 0.21% 0.21% 321 0 0.0% Q2 2026 Jul 28, 2026
Prostatis Group LLC History No change 54,214 4,158 0.97% 0.97% 322 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 53,563 4,108 0.57% 0.57% 323 0 0.0% Q2 2026 Aug 13, 2026
Investments & Financial Planning, LLC History No change 53,474 4,101 1.94% 1.94% 324 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 52,839 4,070 0.13% 0.13% 325 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 52,744 4,045 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 13, 2026
Uptown Financial Advisors LLC History No change 52,739 4,045 2.66% 2.66% 327 0 0.0% Q2 2026 Jul 10, 2026
Ballentine Partners, LLC History No change 52,586 4,033 0.05% 0.05% 328 0 0.0% Q2 2026 Jul 17, 2026
Precision Wealth Strategies, LLC History No change 50,889 3,903 1.18% 1.18% 329 0 0.0% Q2 2026 Aug 10, 2026
OLD MISSION CAPITAL LLC History No change 49,730 3,814 0.06% 0.06% 330 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 49,666 3,809 0.12% 0.12% 331 0 0.0% Q2 2026 Jul 15, 2026
LexAurum Advisors, LLC History No change 49,272 3,779 0.44% 0.44% 332 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Management, Inc. History No change 49,171 3,771 1.16% 1.16% 333 0 0.0% Q2 2026 Jul 15, 2026
White Lighthouse Investment Management Inc. History No change 48,922 3,752 0.47% 0.47% 334 0 0.0% Q2 2026 Aug 04, 2026
INTEGRITY ALLIANCE, LLC. History No change 48,295 3,704 0.12% 0.12% 335 0 0.0% Q2 2026 Jul 31, 2026
Chris Bulman Inc History No change 48,264 3,701 1.35% 1.35% 336 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 47,741 3,661 0.12% 0.12% 337 0 0.0% Q2 2026 Aug 14, 2026
NI ACQUISITIONS COMPANY, LLC History No change 75,804 3,652 1.56% 1.56% 338 0 0.0% Q2 2026 Aug 05, 2026
Wilkins Miller Wealth Management, LLC History No change 47,601 3,651 2.01% 2.01% 339 0 0.0% Q2 2026 Jul 21, 2026
Graney & King, LLC History No change 47,600 3,650 1.31% 1.31% 340 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 48,123 3,643 0.57% 0.57% 341 0 0.0% Q2 2026 Jul 17, 2026
TCI Wealth Advisors, Inc. History No change 47,470 3,640 0.16% 0.16% 342 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 47,288 3,626 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 06, 2026
TSA Wealth Managment LLC History No change 46,677 3,580 1.01% 1.01% 344 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone National Bank & Trust Co History No change 46,867 3,576 1.21% 1.21% 345 0 0.0% Q2 2026 Jul 21, 2026
BROWN ADVISORY INC History No change 46,614 3,575 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 46,307 3,551 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 12, 2026
RS CRUM INC. History No change 46,219 3,544 0.66% 0.66% 348 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 45,831 3,515 0.19% 0.19% 349 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History No change 45,563 3,494 0.93% 0.93% 350 0 0.0% Q2 2026 Jul 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 45,012 3,452 0.03% 0.03% 351 0 0.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 44,927 3,445 1.41% 1.41% 352 0 0.0% Q2 2026 Aug 11, 2026
Red Wave Investments LLC History No change 44,925 3,445 0.88% 0.88% 353 0 0.0% Q2 2026 Aug 05, 2026
Pacific Park Financial, Inc. History No change 44,927 3,445 2.0% 2.0% 354 0 0.0% Q2 2026 Jul 21, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 44,907 3,444 2.71% 2.71% 355 0 0.0% Q2 2026 Jul 22, 2026
Aureus Asset Management, LLC History No change 44,403 3,405 0.21% 0.21% 356 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 42,838 3,285 0.22% 0.22% 357 0 0.0% Q2 2026 Jul 21, 2026
KICKSTAND VENTURES, LLC. History No change 42,532 3,262 0.59% 0.59% 358 0 0.0% Q2 2026 Jul 30, 2026
Ridgewood Investments LLC History Added to 44,391 3,234 1.19% 0.85% 359 +14,803 50.03% Q3 2026 Oct 05, 2026
Level Financial Advisors History No change 41,898 3,213 0.72% 0.72% 360 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Advisors / MI History No change 41,519 3,184 0.19% 0.19% 361 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 41,213 3,161 0.87% 0.87% 362 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 40,641 3,117 0.63% 0.63% 363 0 0.0% Q2 2026 Jul 17, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 40,542 3,109 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 40,127 3,077 0.32% 0.32% 365 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisors, LLC History No change 40,069 3,073 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 06, 2026
BANK OF HAWAII History No change 39,857 3,057 0.15% 0.15% 367 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 39,816 3,053 0.38% 0.38% 368 0 0.0% Q2 2026 Jul 27, 2026
Wealth Management Associates, Inc. History No change 39,693 3,044 0.84% 0.84% 369 0 0.0% Q2 2026 Jul 21, 2026
BancFirst Trust & Investment Management History No change 38,261 2,947 1.24% 1.24% 370 0 0.0% Q2 2026 Jul 23, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 38,242 2,933 0.33% 0.33% 371 0 0.0% Q2 2026 Jul 07, 2026
Joseph P. Lucia & Associates, LLC History No change 38,098 2,922 0.88% 0.88% 372 0 0.0% Q2 2026 Aug 07, 2026
Kelman-Lazarov, Inc. History No change 38,005 2,915 0.38% 0.38% 373 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 37,610 2,884 0.11% 0.11% 374 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Network, LLC History No change 37,532 2,878 1.97% 1.97% 375 0 0.0% Q2 2026 Jul 07, 2026
Nabity-Jensen Investment Management Inc History No change 37,167 2,850 1.75% 1.75% 376 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 36,955 2,834 0.12% 0.12% 377 0 0.0% Q2 2026 Aug 06, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 36,862 2,827 0.23% 0.23% 378 0 0.0% Q2 2026 Aug 14, 2026
Kuhn & Co Investment Counsel History No change 36,798 2,822 1.63% 1.63% 379 0 0.0% Q2 2026 Jul 31, 2026
Manuka Financial, LLC History No change 36,704 2,815 1.46% 1.46% 380 0 0.0% Q2 2026 Jul 31, 2026
Warwick Investment Management, Inc. History No change 36,232 2,779 0.31% 0.31% 381 0 0.0% Q2 2026 Jul 31, 2026
Westfuller Advisors, LLC History No change 35,449 2,718 0.99% 0.99% 382 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 35,344 2,711 0.02% 0.02% 383 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 35,352 2,711 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 35,326 2,709 0.84% 0.84% 385 0 0.0% Q2 2026 Aug 13, 2026
CONNING INC. History No change 35,107 2,692 0.08% 0.08% 386 0 0.0% Q2 2026 Jul 30, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 34,381 2,637 1.45% 1.45% 387 0 0.0% Q2 2026 Jul 21, 2026
Parallel Advisors, LLC History No change 34,342 2,634 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 05, 2026
MidAtlantic Capital Management, Inc. History No change 34,252 2,627 1.63% 1.63% 389 0 0.0% Q2 2026 Aug 10, 2026
Ethos Capital Management, Inc. History No change 34,090 2,614 1.86% 1.86% 390 0 0.0% Q2 2026 Jul 16, 2026
Houlihan Financial Resource Group, Ltd. History No change 33,617 2,578 0.92% 0.92% 391 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 33,154 2,542 0.07% 0.07% 392 0 0.0% Q2 2026 Aug 11, 2026
Diversified Portfolios, Inc. History No change 33,090 2,538 0.18% 0.18% 393 0 0.0% Q2 2026 Aug 04, 2026
Hopwood Nicholas Hunter History No change 33,072 2,536 0.7% 0.7% 394 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History Reduced 34,676 2,526 1.33% 1.47% 395 -33 -0.1% Q3 2026 Oct 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 32,793 2,515 0.24% 0.24% 396 0 0.0% Q2 2026 Jul 22, 2026
Florida Trust Wealth Management Co History No change 32,492 2,492 0.06% 0.06% 397 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History Reduced 34,106 2,484 0.2% 0.22% 398 -13 -0.04% Q3 2026 Oct 07, 2026
Ascent Group, LLC History No change 31,998 2,454 0.07% 0.07% 399 0 0.0% Q2 2026 Aug 03, 2026
OneDigital Investment Advisors LLC History No change 31,868 2,444 0.02% 0.02% 400 0 0.0% Q2 2026 Aug 06, 2026
Lynx Investment Advisory History No change 31,779 2,437 0.8% 0.8% 401 0 0.0% Q2 2026 Jul 27, 2026
PFG Investments, LLC History No change 31,657 2,428 0.09% 0.09% 402 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 30,731 2,357 0.12% 0.12% 403 0 0.0% Q2 2026 Jul 10, 2026
Covenant Asset Management, LLC History No change 30,590 2,346 0.39% 0.39% 404 0 0.0% Q2 2026 Jul 20, 2026
Calder Financial LLC History No change 30,577 2,345 2.21% 2.21% 405 0 0.0% Q2 2026 Jul 07, 2026
Richmond Brothers, Inc. History No change 30,208 2,316 1.2% 1.2% 406 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 30,007 2,301 0.36% 0.36% 407 0 0.0% Q2 2026 Aug 10, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 29,463 2,259 0.33% 0.33% 408 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 29,318 2,251 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 24, 2026
Per Stirling Capital Management, LLC. History No change 29,268 2,244 0.21% 0.21% 410 0 0.0% Q2 2026 Aug 14, 2026
Wheelhouse Advisory Group LLC History No change 29,153 2,236 0.63% 0.63% 411 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 29,107 2,233 0.23% 0.23% 412 0 0.0% Q2 2026 Jul 16, 2026
BLB&B Advisors, LLC History No change 29,065 2,229 0.08% 0.08% 413 0 0.0% Q2 2026 Aug 05, 2026
Patten Group, Inc. History No change 28,980 2,222 0.35% 0.35% 414 0 0.0% Q2 2026 Aug 06, 2026
Matisse Capital History No change 28,954 2,220 0.89% 0.89% 415 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History No change 28,648 2,197 0.26% 0.26% 416 0 0.0% Q2 2026 Jul 08, 2026
Amicus Financial Advisors, LLC History No change 28,190 2,162 0.53% 0.53% 417 0 0.0% Q2 2026 Jul 20, 2026
Compass Financial Group, Inc. History No change 27,835 2,134 0.9% 0.9% 418 0 0.0% Q2 2026 Aug 04, 2026
Zuckerman Investment Group, LLC History No change 27,779 2,130 0.18% 0.18% 419 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 27,247 2,089 0.2% 0.2% 420 0 0.0% Q2 2026 Jul 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 28,587 2,082 0.42% 0.55% 421 -6,140 -17.68% Q3 2026 Oct 07, 2026
Revisor Wealth Management LLC History No change 27,151 2,082 0.5% 0.5% 422 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History No change 26,968 2,068 0.19% 0.19% 423 0 0.0% Q2 2026 Jul 22, 2026
Provident Wealth Management, LLC History No change 26,648 2,043 0.53% 0.53% 424 0 0.0% Q2 2026 Aug 04, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 27,790 2,024 1.22% 1.28% 425 +70 0.25% Q3 2026 Oct 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 26,336 2,019 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 23, 2026
UNITED BANK History No change 26,300 2,017 0.24% 0.24% 427 0 0.0% Q2 2026 Jul 30, 2026
Physician Wealth Solutions Inc. History No change 26,285 2,016 0.76% 0.76% 428 0 0.0% Q2 2026 Jul 13, 2026
Ballast Rock Private Wealth LLC History No change 26,169 2,007 0.93% 0.93% 429 0 0.0% Q2 2026 Aug 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 26,025 1,996 0.73% 0.73% 430 0 0.0% Q2 2026 Jul 14, 2026
Werba Rubin Papier Wealth Management History No change 25,926 1,988 0.24% 0.24% 431 0 0.0% Q2 2026 Jul 27, 2026
Brindle & Bay Financial Advisors, LLC History No change 25,689 1,970 0.99% 0.99% 432 0 0.0% Q2 2026 Jul 20, 2026
Successful Portfolios LLC History No change 25,812 1,962 0.92% 0.92% 433 0 0.0% Q2 2026 Jul 14, 2026
Diversify Advisory Services, LLC History No change 25,637 1,939 0.03% 0.03% 434 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 25,637 1,939 0.03% 0.03% 435 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Advisors, LLC History No change 24,693 1,893 0.1% 0.1% 436 0 0.0% Q2 2026 Aug 11, 2026
HT Partners LLC History No change 24,293 1,863 0.52% 0.52% 437 0 0.0% Q2 2026 Jul 16, 2026
Amplius Wealth Advisors, LLC History No change 24,174 1,854 0.14% 0.14% 438 0 0.0% Q2 2026 Jul 17, 2026
NBH Bank History No change 23,849 1,829 0.77% 0.77% 439 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 23,699 1,817 0.05% 0.05% 440 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 23,506 1,802 0.07% 0.07% 441 0 0.0% Q2 2026 Jul 20, 2026
B. Riley Wealth Advisors, Inc. History No change 23,351 1,798 0.1% 0.1% 442 0 0.0% Q2 2026 Jul 14, 2026
Steward Partners Investment Advisory, LLC History No change 23,444 1,798 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 23,348 1,790 0.02% 0.02% 444 0 0.0% Q2 2026 Jul 22, 2026
BOSTON FAMILY OFFICE LLC History No change 23,116 1,773 0.11% 0.11% 445 0 0.0% Q2 2026 Aug 12, 2026
Pillar Financial Advisors, LLC History No change 23,060 1,768 0.92% 0.92% 446 0 0.0% Q2 2026 Jul 24, 2026
Five Pine Wealth Management History No change 22,713 1,742 0.99% 0.99% 447 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 22,629 1,735 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 11, 2026
Abacus Wealth Partners, LLC History No change 22,554 1,729 0.18% 0.18% 449 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 22,536 1,728 0.03% 0.03% 450 0 0.0% Q2 2026 Aug 10, 2026
CGC Financial Services, LLC History No change 22,341 1,713 0.39% 0.39% 451 0 0.0% Q2 2026 Jul 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 22,323 1,712 0.11% 0.11% 452 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 22,085 1,693 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 03, 2026
Dynamic Advisor Solutions LLC History No change 22,084 1,693 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 07, 2026
Kingsview Wealth Management, LLC History No change 21,572 1,654 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 18, 2026
REGIONS FINANCIAL CORP History No change 21,062 1,615 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Wealth Partners, LLC History No change 20,917 1,604 0.88% 0.88% 457 0 0.0% Q2 2026 Jul 29, 2026
HRT FINANCIAL LP History No change 20,684 1,586 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 20,269 1,554 0.1% 0.1% 459 0 0.0% Q2 2026 Jul 08, 2026
MOTCO History No change 20,212 1,550 0.13% 0.13% 460 0 0.0% Q2 2026 Jul 31, 2026
Kampmann Melissa S. History No change 20,151 1,545 1.17% 1.17% 461 0 0.0% Q2 2026 Jul 29, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 20,120 1,539 0.19% 0.19% 462 0 0.0% Q2 2026 Aug 12, 2026
United Financial Planning Group LLC History No change 19,823 1,521 0.77% 0.77% 463 0 0.0% Q2 2026 Aug 06, 2026
Shade Tree Advisors LLC History No change 19,256 1,476 0.86% 0.86% 464 0 0.0% Q2 2026 Aug 04, 2026
Life Planning Partners, Inc History No change 19,219 1,474 1.1% 1.1% 465 0 0.0% Q2 2026 Jul 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 19,215 1,473 0.04% 0.04% 466 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Management Investment Advisory, Inc. History No change 19,060 1,461 0.21% 0.21% 467 0 0.0% Q2 2026 Jul 29, 2026
Truvestments Capital LLC History No change 19,014 1,456 0.22% 0.22% 468 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 18,899 1,449 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 05, 2026
Adelphi Trust Co History Added to 19,616 1,429 0.94% 0.98% 470 +328 1.7% Q3 2026 Oct 05, 2026
PCM Encore, LLC History No change 18,545 1,422 0.25% 0.25% 471 0 0.0% Q2 2026 Aug 11, 2026
BAM Wealth Management, LLC History No change 18,260 1,400 0.88% 0.88% 472 0 0.0% Q2 2026 Jul 14, 2026
Nuveen, LLC History No change 18,192 1,395 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
FreeGulliver LLC History No change 17,889 1,372 0.48% 0.48% 474 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 17,872 1,370 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 17,866 1,370 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 17,708 1,358 0.08% 0.08% 477 0 0.0% Q2 2026 Jul 16, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 17,554 1,346 0.59% 0.59% 478 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 17,480 1,340 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 06, 2026
Northstar Financial Companies, Inc. History No change 17,472 1,340 0.9% 0.9% 480 0 0.0% Q2 2026 Aug 06, 2026
Smith Partners Wealth Management, LLC History No change 17,482 1,340 1.07% 1.07% 481 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Partners, LLC History No change 17,405 1,334 0.3% 0.3% 482 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 17,379 1,332 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
Plum Street Advisors, LLC History No change 17,314 1,327 0.42% 0.42% 484 0 0.0% Q2 2026 Aug 13, 2026
Livet Wealth, LLC History No change 17,171 1,316 0.76% 0.76% 485 0 0.0% Q2 2026 Jul 28, 2026
FinDec Wealth Services, Inc. History No change 17,133 1,314 1.55% 1.55% 486 0 0.0% Q2 2026 Aug 06, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 17,095 1,311 0.53% 0.53% 487 0 0.0% Q2 2026 Jul 28, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 17,006 1,304 0.64% 0.64% 488 0 0.0% Q2 2026 Jul 14, 2026
Busey Bank History No change 16,966 1,301 0.03% 0.03% 489 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 16,799 1,288 0.62% 0.62% 490 0 0.0% Q2 2026 Jul 14, 2026
First County Bank /CT/ History No change 16,783 1,287 0.61% 0.61% 491 0 0.0% Q2 2026 Jul 02, 2026
NBT BANK, N.A. History No change 16,587 1,272 0.08% 0.08% 492 0 0.0% Q2 2026 Jul 29, 2026
F/m Investments LLC History No change 16,449 1,261 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 05, 2026
Donalies Financial Planning, LLC History No change 16,449 1,261 0.93% 0.93% 494 0 0.0% Q2 2026 Aug 06, 2026
Caldwell Trust Co History No change 16,404 1,258 0.1% 0.1% 495 0 0.0% Q2 2026 Aug 03, 2026
Security Financial Services, INC. History No change 16,272 1,248 0.17% 0.17% 496 0 0.0% Q2 2026 Jul 15, 2026
Vista Cima Wealth Management LLC History No change 16,275 1,248 0.93% 0.93% 497 0 0.0% Q2 2026 Aug 07, 2026
Seros Financial, LLC History No change 16,230 1,244 0.65% 0.65% 498 0 0.0% Q2 2026 Aug 13, 2026
Partners in Financial Planning History No change 16,186 1,241 0.19% 0.19% 499 0 0.0% Q2 2026 Aug 10, 2026
TrueWealth Financial Partners History No change 16,104 1,235 0.51% 0.51% 500 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 15,955 1,223 1.03% 1.03% 501 0 0.0% Q2 2026 Aug 03, 2026
CGN Advisors LLC History No change 15,819 1,213 0.09% 0.09% 502 0 0.0% Q2 2026 Jul 06, 2026
UMB Bank, n.a. History No change 15,577 1,194 0.02% 0.02% 503 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 15,637 1,194 0.06% 0.06% 504 0 0.0% Q2 2026 Jul 28, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 15,548 1,192 0.29% 0.29% 505 0 0.0% Q2 2026 Jul 28, 2026
Nalls Sherbakoff Group, LLC History No change 15,348 1,177 0.84% 0.84% 506 0 0.0% Q2 2026 Aug 17, 2026
Evanson Financial, LLC History No change 15,183 1,164 0.06% 0.06% 507 0 0.0% Q2 2026 Jul 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 15,086 1,151 0.07% 0.07% 508 0 0.0% Q2 2026 Jul 22, 2026
Avidian Wealth Enterprises, LLC History No change 14,905 1,143 0.03% 0.03% 509 0 0.0% Q2 2026 Jul 24, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 14,881 1,141 0.28% 0.28% 510 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 14,793 1,134 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 15, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 14,777 1,133 0.9% 0.9% 512 0 0.0% Q2 2026 Aug 14, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 14,776 1,133 0.15% 0.15% 513 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation & Management Company, LLC History No change 14,760 1,132 0.37% 0.37% 514 0 0.0% Q2 2026 Jul 15, 2026
Global Retirement Partners, LLC History No change 14,646 1,123 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 14,611 1,120 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 04, 2026
Verdence Capital Advisors LLC History No change 14,449 1,108 0.06% 0.06% 517 0 0.0% Q2 2026 Jul 29, 2026
CFS Investment Advisory Services, LLC History No change 14,489 1,107 0.07% 0.07% 518 0 0.0% Q2 2026 Jul 16, 2026
Strategic Advocates LLC History No change 14,419 1,105 4.28% 4.28% 519 0 0.0% Q2 2026 Aug 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 14,243 1,092 0.31% 0.31% 520 0 0.0% Q2 2026 Aug 12, 2026
Pearl Planning LLC History No change 14,191 1,088 0.5% 0.5% 521 0 0.0% Q2 2026 Jul 21, 2026
Lighthouse Wealth Management Inc. History No change 14,170 1,086 0.67% 0.67% 522 0 0.0% Q2 2026 Jul 22, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 14,139 1,084 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 13, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 14,110 1,082 0.17% 0.17% 524 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 13,930 1,068 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 13,922 1,067 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 21, 2026
EAGLE GLOBAL ADVISORS LLC History No change 13,745 1,054 0.03% 0.03% 527 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 13,691 1,049 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 13,504 1,035 0.06% 0.06% 529 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 13,342 1,023 0.03% 0.03% 530 0 0.0% Q2 2026 Aug 04, 2026
HEADINVEST, LLC History No change 13,332 1,022 0.19% 0.19% 531 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 13,270 1,017 0.09% 0.09% 532 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF VERMONT History No change 13,152 1,008 0.04% 0.04% 533 0 0.0% Q2 2026 Aug 07, 2026
LifePlan Investment Advisors, Inc. History No change 13,032 999 0.34% 0.34% 534 0 0.0% Q2 2026 Aug 11, 2026
BANK OF STOCKTON History No change 12,706 974 0.27% 0.27% 535 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 12,598 966 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 12,524 960 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 20, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 12,322 945 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 10, 2026
Courage Miller Partners, LLC History No change 12,286 942 0.25% 0.25% 539 0 0.0% Q2 2026 Jul 23, 2026
Connecticut Wealth Management, LLC History No change 11,818 906 0.03% 0.03% 540 0 0.0% Q2 2026 Jul 29, 2026
Rehmann Capital Advisory Group History No change 11,800 905 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 20, 2026
Kondo Wealth Advisors, Inc. History No change 11,725 899 0.3% 0.3% 542 0 0.0% Q2 2026 Jul 21, 2026
InvesTrust History No change 11,686 896 0.34% 0.34% 543 0 0.0% Q2 2026 Jul 14, 2026
Maxele Advisors, LLC History No change 11,639 892 0.62% 0.62% 544 0 0.0% Q2 2026 Aug 14, 2026
Mascagni Wealth Management, Inc. History No change 11,589 888 0.55% 0.55% 545 0 0.0% Q2 2026 Jul 31, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 11,570 887 0.13% 0.13% 546 0 0.0% Q2 2026 Jul 20, 2026
Carmel Capital Partners, LLC History No change 11,523 883 0.29% 0.29% 547 0 0.0% Q2 2026 Jul 29, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 11,486 880 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 16, 2026
Hershey Financial Advisers, LLC History No change 11,434 876 0.63% 0.63% 549 0 0.0% Q2 2026 Aug 11, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 11,367 871 0.56% 0.56% 550 0 0.0% Q2 2026 Aug 04, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 11,324 868 0.3% 0.3% 551 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 11,286 865 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Management, LLC History No change 11,208 860 0.03% 0.03% 553 0 0.0% Q2 2026 Aug 05, 2026
FAMILY WEALTH PARTNERS, LLC History No change 11,208 859 0.26% 0.26% 554 0 0.0% Q2 2026 Jul 10, 2026
GWN SECURITIES INC. History No change 11,163 856 0.14% 0.14% 555 0 0.0% Q2 2026 Aug 05, 2026
GUIDANCE CAPITAL, INC History No change 11,242 855 0.18% 0.18% 556 0 0.0% Q2 2026 Jul 20, 2026
Asset Allocation Strategies LLC History No change 11,112 852 0.13% 0.13% 557 0 0.0% Q2 2026 Aug 17, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,019 848 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 11,015 845 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Independent Advisors History No change 10,987 843 2.27% 2.27% 560 0 0.0% Q2 2026 Aug 04, 2026
Shelter Mutual Insurance Co History No change 10,900 836 0.18% 0.18% 561 0 0.0% Q2 2026 Aug 11, 2026
WELCH & FORBES LLC History No change 10,809 829 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 30, 2026
Opus Financial Solutions LLC History No change 10,776 826 0.67% 0.67% 563 0 0.0% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History No change 10,725 822 0.1% 0.1% 564 0 0.0% Q2 2026 Jul 10, 2026
Invesco Ltd. History No change 10,678 819 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMUNITY TRUST NA History Added to 11,181 814 0.27% 0.01% 566 +10,791 2766.92% Q3 2026 Oct 07, 2026
Transamerica Financial Advisors, LLC History No change 10,421 799 0.07% 0.07% 567 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 10,315 791 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
Outlook Wealth Advisors, LLC History No change 10,324 791 0.17% 0.17% 569 0 0.0% Q2 2026 Aug 03, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 10,189 781 0.2% 0.2% 570 0 0.0% Q2 2026 Jul 15, 2026
Prospera Capital Management, LLC History No change 10,184 778 0.24% 0.24% 571 0 0.0% Q2 2026 Jul 27, 2026
WealthCare Investment Partners, LLC History No change 10,081 773 0.19% 0.19% 572 0 0.0% Q2 2026 Aug 10, 2026
Brio Consultants, LLC History No change 10,077 772 0.09% 0.09% 573 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 9,805 752 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 9,704 744 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 9,666 741 0.11% 0.11% 576 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 9,647 739 0.19% 0.19% 577 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Group, LLC History No change 9,597 736 0.28% 0.28% 578 0 0.0% Q2 2026 Jul 08, 2026
Cadent Capital Advisors, LLC History No change 9,588 735 0.15% 0.15% 579 0 0.0% Q2 2026 Jul 13, 2026
Powers Advisory Group, LLC History No change 9,575 734 0.23% 0.23% 580 0 0.0% Q2 2026 Jul 31, 2026
COMMERCE BANK History No change 9,458 725 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 9,421 722 0.13% 0.13% 582 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 9,415 722 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 27, 2026
CogentBlue Wealth Advisors, LLC History No change 9,399 720 0.41% 0.41% 584 0 0.0% Q2 2026 Jul 16, 2026
Members Trust Co History No change 9,250 709 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 31, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 9,234 708 0.22% 0.22% 586 0 0.0% Q2 2026 Jul 28, 2026
Tranquilli Financial Advisor LLC History No change 9,167 703 0.38% 0.38% 587 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 9,123 699 0.03% 0.03% 588 0 0.0% Q2 2026 Jul 21, 2026
Bluespring Wealth Management, LLC History No change 9,121 699 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 9,085 696 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Network Inc. History No change 9,056 694 0.18% 0.18% 591 0 0.0% Q2 2026 Jul 20, 2026
BridgePort Financial Solutions, LLC History No change 9,018 691 0.18% 0.18% 592 0 0.0% Q2 2026 Jul 24, 2026
PACIFIC FINANCIAL GROUP INC History No change 8,940 685 0.33% 0.33% 593 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 8,913 683 0.13% 0.13% 594 0 0.0% Q2 2026 Aug 13, 2026
MAYPORT, LLC History No change 8,870 680 0.11% 0.11% 595 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8,866 679 0.03% 0.03% 596 0 0.0% Q2 2026 Jul 28, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 8,855 679 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 23, 2026
Ramiah Investment Group History No change 8,711 668 0.51% 0.51% 598 0 0.0% Q2 2026 Jul 16, 2026
SageView Advisory Group, LLC History No change 8,715 668 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 8,686 666 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 03, 2026
WPG Advisers, LLC History No change 8,636 662 0.39% 0.39% 601 0 0.0% Q2 2026 Aug 05, 2026
Keudell/Morrison Wealth Management History No change 8,593 659 0.12% 0.12% 602 0 0.0% Q2 2026 Jul 15, 2026
SONATA CAPITAL GROUP INC History No change 8,543 655 0.21% 0.21% 603 0 0.0% Q2 2026 Jul 24, 2026
GOLDEN ROAD ADVISORS LLC History No change 8,518 653 0.32% 0.32% 604 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 8,442 647 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 11, 2026
One Wealth Advisors, LLC History No change 8,440 647 0.07% 0.07% 606 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 8,349 640 0.04% 0.04% 607 0 0.0% Q2 2026 Aug 12, 2026
Global Financial Private Client, LLC History No change 8,287 635 0.17% 0.17% 608 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 8,231 631 0.05% 0.05% 609 0 0.0% Q2 2026 Jul 28, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 8,140 624 0.12% 0.12% 610 0 0.0% Q2 2026 Aug 06, 2026
Arlington Financial Advisors, LLC History No change 8,066 618 0.08% 0.08% 611 0 0.0% Q2 2026 Jul 22, 2026
Everest Financial Group LLC History No change 7,945 609 0.08% 0.08% 612 0 0.0% Q2 2026 Aug 10, 2026
Signal Advisors Wealth, LLC History No change 7,848 601 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 04, 2026
DELTA FINANCIAL ADVISORS LLC History No change 7,795 597 0.14% 0.14% 614 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 7,776 596 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 06, 2026
Alamar Capital Management, LLC History No change 7,757 594 0.3% 0.3% 616 0 0.0% Q2 2026 Aug 07, 2026
Eagle Bay Advisors LLC History No change 7,646 586 0.44% 0.44% 617 0 0.0% Q2 2026 Aug 03, 2026
Peak Planning Group, LLC History No change 7,642 586 0.13% 0.13% 618 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 7,608 583 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 09, 2026
Platform Technology Partners History No change 7,431 569 0.09% 0.09% 620 0 0.0% Q2 2026 Jul 24, 2026
DMKC Advisory Services, LLC History No change 7,429 569 0.11% 0.11% 621 0 0.0% Q2 2026 Jul 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 7,417 568 0.04% 0.04% 622 0 0.0% Q2 2026 Jul 28, 2026
Wealth Management Nebraska History No change 7,417 568 0.05% 0.05% 623 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 7,402 567 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History Added to 7,576 551 0.12% 0.12% 625 +305 4.19% Q3 2026 Oct 06, 2026
McAdam, LLC History No change 7,180 550 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 04, 2026
Bluebird Wealth Management LLC History No change 7,159 549 0.48% 0.48% 627 0 0.0% Q2 2026 Aug 05, 2026
VANCE WEALTH, LLC History No change 7,148 548 0.12% 0.12% 628 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 7,074 542 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 11, 2026
PlanVest Financial, Inc History No change 6,919 530 0.35% 0.35% 630 0 0.0% Q2 2026 Aug 10, 2026
Traveka Wealth, LLC History No change 6,909 529 0.18% 0.18% 631 0 0.0% Q2 2026 Jul 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,847 525 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 28, 2026
CHAPIN DAVIS, INC. History No change 6,842 524 0.09% 0.09% 633 0 0.0% Q2 2026 Jul 07, 2026
Rockwood Wealth Management, LLC History No change 6,757 518 0.03% 0.03% 634 0 0.0% Q2 2026 Jul 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 6,730 516 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 20, 2026
First Citizens Financial Corp History Reduced 7,023 511 0.21% 0.25% 637 -701 -9.08% Q3 2026 Oct 02, 2026
Capital Investment Services of America, Inc. History No change 6,675 511 0.05% 0.05% 636 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 6,612 507 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 6,434 493 0.31% 0.31% 639 0 0.0% Q2 2026 Jul 31, 2026
BARRETT & COMPANY, INC. History No change 6,414 491 0.14% 0.14% 640 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History No change 6,399 490 0.06% 0.06% 641 0 0.0% Q2 2026 Jul 23, 2026
Loudon Investment Management, LLC History No change 6,378 489 0.24% 0.24% 642 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History No change 6,298 483 0.08% 0.08% 643 0 0.0% Q2 2026 Jul 13, 2026
TD Capital Management LLC History No change 6,297 482 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 6,279 481 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 6,173 476 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 09, 2026
Allen Investment Management, LLC History No change 6,198 475 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Investment Management History No change 6,151 471 0.16% 0.16% 648 0 0.0% Q2 2026 Aug 06, 2026
Arbor Wealth Advisors LLC History No change 6,112 468 0.29% 0.29% 649 0 0.0% Q2 2026 Jul 09, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 6,045 463 0.04% 0.04% 650 0 0.0% Q2 2026 Jul 16, 2026
Mengis Capital Management, Inc. History No change 5,965 457 0.07% 0.07% 651 0 0.0% Q2 2026 Jul 28, 2026
WealthTrak Capital Management LLC History No change 5,934 455 0.3% 0.3% 652 0 0.0% Q2 2026 Aug 04, 2026
Montz Harcus Wealth Management LLC History No change 5,931 454 0.16% 0.16% 653 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 5,907 453 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 04, 2026
Petix & Botte Co History No change 5,893 451 0.09% 0.09% 655 0 0.0% Q2 2026 Aug 04, 2026
Thrive Capital Management, LLC History No change 5,876 450 0.08% 0.08% 656 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,873 450 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 27, 2026
Townsend Financial Planning, LLC History No change 5,868 450 0.39% 0.39% 658 0 0.0% Q2 2026 Aug 06, 2026
OpenArc Corporate Advisory, LLC History No change 5,855 449 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisor Network LLC History No change 5,840 447 0.56% 0.56% 660 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 5,826 446 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 5,793 444 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 5,756 441 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 27, 2026
Hills Bank & Trust Co History No change 5,702 437 0.02% 0.02% 664 0 0.0% Q2 2026 Aug 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 5,684 436 0.06% 0.06% 665 0 0.0% Q2 2026 Jul 13, 2026
Legacy Trust History No change 5,671 434 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 31, 2026
Idaho Trust Co History No change 5,651 433 0.13% 0.13% 667 0 0.0% Q2 2026 Aug 06, 2026
DEARBORN PARTNERS LLC History No change 5,568 429 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 13, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 5,595 429 0.07% 0.07% 669 0 0.0% Q2 2026 Jul 13, 2026
Stanley-Laman Group, Ltd. History No change 5,156 426 0.04% 0.04% 670 0 0.0% Q2 2026 Aug 05, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 5,550 425 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 13, 2026
WEDBUSH SECURITIES INC History No change 5,533 424 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 28, 2026
TCFG Investment Advisors, LLC History No change 5,507 422 0.14% 0.14% 673 0 0.0% Q2 2026 Jul 17, 2026
KPP Advisory Services LLC History No change 5,472 419 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 24, 2026
LaFleur & Godfrey LLC History No change 5,459 418 0.05% 0.05% 675 0 0.0% Q2 2026 Jul 15, 2026
DUNCKER STREETT & CO INC History No change 5,445 417 0.07% 0.07% 676 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE MANAGEMENT GROUP INC History No change 5,449 417 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 31, 2026
Granite Bay Wealth Management, LLC History No change 5,426 416 0.04% 0.04% 678 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,420 415 0.04% 0.04% 679 0 0.0% Q2 2026 Aug 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 5,403 414 0.15% 0.15% 680 0 0.0% Q2 2026 Aug 11, 2026
MeadowBrook Investment Advisors LLC History No change 5,305 413 0.33% 0.33% 681 0 0.0% Q2 2026 Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,383 412 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 23, 2026
Trilogy Capital Inc. History No change 5,362 411 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 02, 2026
Acorn Wealth Advisors, LLC History No change 5,369 411 0.1% 0.1% 684 0 0.0% Q2 2026 Jul 30, 2026
Indiana Trust & Investment Management Co History No change 5,300 406 0.11% 0.11% 685 0 0.0% Q2 2026 Jul 22, 2026
EnRich Financial Partners LLC History No change 5,301 406 0.1% 0.1% 686 0 0.0% Q2 2026 Jul 27, 2026
Brookmont Capital Management History No change 5,284 405 0.22% 0.22% 687 0 0.0% Q2 2026 Jul 24, 2026
MADDEN SECURITIES Corp History No change 5,281 405 0.11% 0.11% 688 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 5,263 403 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 5,259 403 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 5,267 403 0.05% 0.05% 691 0 0.0% Q2 2026 Jul 14, 2026
One Capital Management, LLC History No change 5,201 401 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 13, 2026
POINCIANA ADVISORS GROUP, LLC History No change 5,216 400 0.3% 0.3% 693 0 0.0% Q2 2026 Jul 28, 2026
Bond & Devick Financial Network, Inc. History No change 5,180 397 0.1% 0.1% 694 0 0.0% Q2 2026 Jul 16, 2026
STALEY CAPITAL ADVISERS INC History No change 5,170 396 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,138 394 0.18% 0.18% 696 0 0.0% Q2 2026 Aug 13, 2026
Compass Advisory Group LLC History No change 5,081 389 0.09% 0.09% 697 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 5,080 389 0.04% 0.04% 698 0 0.0% Q2 2026 Jul 23, 2026
SilverOak Wealth Management LLC History No change 5,038 386 0.05% 0.05% 699 0 0.0% Q2 2026 Jul 29, 2026
Thomasville National Bank History No change 5,000 383 0.02% 0.02% 700 0 0.0% Q2 2026 Jul 20, 2026
Center For Asset Management LLC History No change 4,973 381 0.17% 0.17% 701 0 0.0% Q2 2026 Jul 27, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 4,955 380 0.26% 0.26% 702 0 0.0% Q2 2026 Jul 22, 2026
MKT Advisors LLC History No change 4,983 379 0.12% 0.12% 703 0 0.0% Q2 2026 Jul 09, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 4,850 371 0.18% 0.18% 704 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 4,822 369 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 28, 2026
Innovative Wealth Building LLC History No change 4,791 367 0.21% 0.21% 706 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,747 366 0.05% 0.05% 707 0 0.0% Q2 2026 Aug 05, 2026
Caitlin John, LLC History No change 4,777 366 0.2% 0.2% 708 0 0.0% Q2 2026 Aug 17, 2026
FRANKLIN RESOURCES INC History No change 4,765 365 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 4,765 365 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 4,705 360 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 4,684 359 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 11, 2026
Strathmore Capital Advisors, Inc. History No change 4,741 359 0.1% 0.1% 713 0 0.0% Q2 2026 Aug 10, 2026
New Covenant Trust Company, N.A. History No change 4,653 356 0.27% 0.27% 714 0 0.0% Q2 2026 Jul 13, 2026
Bedel Financial Consulting, Inc. History No change 4,630 355 0.03% 0.03% 715 0 0.0% Q2 2026 Jul 29, 2026
S.A. Mason LLC History No change 4,641 355 0.11% 0.11% 716 0 0.0% Q2 2026 Jul 31, 2026
Atlatl Advisers LLC History No change 4,638 355 0.08% 0.08% 717 0 0.0% Q2 2026 Jul 22, 2026
Kestra Investment Management, LLC History No change 4,611 353 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 05, 2026
Northstar Group, Inc. History No change 4,590 352 0.05% 0.05% 719 0 0.0% Q2 2026 Aug 03, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 4,595 352 0.12% 0.12% 720 0 0.0% Q2 2026 Jul 16, 2026
SeaCrest Wealth Management, LLC History No change 4,534 347 0.04% 0.04% 721 0 0.0% Q2 2026 Jul 09, 2026
Cerro Pacific Wealth Advisors LLC History No change 4,514 346 0.08% 0.08% 722 0 0.0% Q2 2026 Jul 15, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 4,490 344 0.08% 0.08% 723 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 4,395 337 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 08, 2026
Maia Wealth LLC History No change 4,400 337 0.05% 0.05% 725 0 0.0% Q2 2026 Jul 28, 2026
VestGen Investment Management History No change 4,385 336 0.18% 0.18% 726 0 0.0% Q2 2026 Jul 31, 2026
Leverty Financial Group, LLC History No change 4,358 334 0.06% 0.06% 727 0 0.0% Q2 2026 Jul 10, 2026
Sequent Planning LLC History No change 4,358 334 0.07% 0.07% 728 0 0.0% Q2 2026 Aug 14, 2026
NESTEGG ADVISORS, INC. History No change 4,358 334 0.24% 0.24% 729 0 0.0% Q2 2026 Jul 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,354 333 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 17, 2026
BRIGHTON JONES LLC History No change 4,319 331 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 11, 2026
Heartwood Wealth Advisors LLC History No change 4,541 330 0.03% 0.03% 732 0 0.0% Q3 2026 Oct 05, 2026
WoodTrust Financial Corp History No change 4,295 329 0.04% 0.04% 733 0 0.0% Q2 2026 Jul 27, 2026
Carter Financial, LLC History No change 4,294 329 0.25% 0.25% 734 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 4,168 319 0.1% 0.1% 735 0 0.0% Q2 2026 Jul 31, 2026
Greenwich Wealth Management LLC History No change 4,115 316 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 12, 2026
Latko Wealth Management, Ltd. History No change 4,081 313 0.13% 0.13% 737 0 0.0% Q2 2026 Jul 24, 2026
Quotient Wealth Partners, LLC History No change 4,070 312 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 03, 2026
Smallwood Wealth Investment Management, LLC History No change 4,066 311 0.14% 0.14% 739 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 4,042 310 0.1% 0.1% 740 0 0.0% Q2 2026 Jul 30, 2026
PKS Advisory Services, LLC History No change 3,993 306 0.05% 0.05% 741 0 0.0% Q2 2026 Aug 04, 2026
Mesirow Financial Investment Management, Inc. History No change 3,978 305 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 22, 2026
GeoWealth Management, LLC History No change 3,987 305 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 30, 2026
Bath Savings Trust Co History No change 4,163 303 0.03% 0.03% 744 0 0.0% Q3 2026 Oct 07, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 3,953 303 0.13% 0.13% 745 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 3,945 302 0.02% 0.02% 746 0 0.0% Q2 2026 Aug 10, 2026
Axis Wealth Partners, LLC History No change 3,944 302 0.14% 0.14% 747 0 0.0% Q2 2026 Jul 28, 2026
Forum Private Client Group LLC History No change 3,919 300 0.09% 0.09% 748 0 0.0% Q2 2026 Aug 12, 2026
PLANNING DIRECTIONS INC History No change 3,909 299 0.14% 0.14% 749 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History No change 3,894 298 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,864 296 0.11% 0.11% 751 0 0.0% Q2 2026 Jul 08, 2026
HighPoint Advisor Group LLC History No change 3,860 296 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 3,850 295 0.03% 0.03% 753 0 0.0% Q2 2026 Aug 06, 2026
Gibraltar Capital Management, Inc. History No change 3,830 293 0.05% 0.05% 754 0 0.0% Q2 2026 Jul 20, 2026
Wealthspire Retirement, LLC History No change 3,832 293 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 3,808 292 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 11, 2026
Friday Financial History No change 3,823 290 0.08% 0.08% 757 0 0.0% Q2 2026 Jul 09, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 3,775 289 0.13% 0.13% 758 0 0.0% Q2 2026 Aug 17, 2026
Cresset Asset Management, LLC History No change 3,748 287 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
SWP FINANCIAL LLC History No change 3,749 287 0.13% 0.13% 760 0 0.0% Q2 2026 Jul 24, 2026
Arcadia Wealth Management, Inc. History No change 3,743 287 0.14% 0.14% 761 0 0.0% Q2 2026 Aug 11, 2026
Jones Kertz & Associates, Inc. History No change 3,738 286 0.13% 0.13% 762 0 0.0% Q2 2026 Jul 23, 2026
PAX Financial Group, LLC History No change 3,727 285 0.04% 0.04% 763 0 0.0% Q2 2026 Aug 05, 2026
RCS Financial Planning, LLC History No change 3,709 284 0.13% 0.13% 764 0 0.0% Q2 2026 Jul 22, 2026
Tranquility Partners, LLC History No change 3,684 282 0.1% 0.1% 765 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Group, LLC History No change 3,681 282 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 04, 2026
Crestwood Advisors Group, LLC History No change 3,675 281 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 03, 2026
Radnor Capital Management, LLC History No change 3,662 280 0.04% 0.04% 768 0 0.0% Q2 2026 Jul 16, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 3,633 278 0.06% 0.06% 769 0 0.0% Q2 2026 Jul 27, 2026
Godshalk Welsh Capital Management, Inc. History No change 3,593 275 0.15% 0.15% 770 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 3,584 274 0.01% 0.01% 771 0 0.0% Q2 2026 Jul 24, 2026
Foundation Wealth Management, LLC\PA History No change 3,568 273 0.08% 0.08% 772 0 0.0% Q2 2026 Jul 21, 2026
CRA Financial Services, LLC History No change 3,554 272 0.03% 0.03% 773 0 0.0% Q2 2026 Jul 24, 2026
Krilogy Financial LLC History No change 3,546 271 0.01% 0.01% 774 0 0.0% Q2 2026 Jul 27, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 3,535 271 0.14% 0.14% 775 0 0.0% Q2 2026 Jul 20, 2026
Fisher Asset Management, LLC History No change 3,522 270 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 04, 2026
Aegis Wealth Management LLC History No change 3,524 270 0.13% 0.13% 777 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,500 268 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 04, 2026
Cogent Private Wealth, Inc. History No change 3,500 268 0.17% 0.17% 779 0 0.0% Q2 2026 Aug 05, 2026
TFB Advisors LLC History No change 3,471 266 0.12% 0.12% 780 0 0.0% Q2 2026 Aug 06, 2026
OMNI 360 Wealth, Inc. History No change 3,472 266 0.12% 0.12% 781 0 0.0% Q2 2026 Jul 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 3,444 264 0.1% 0.1% 782 0 0.0% Q2 2026 Jul 23, 2026
Octavia Wealth Advisors, LLC History No change 3,436 263 0.02% 0.02% 783 0 0.0% Q2 2026 Jul 14, 2026
XTX Topco Ltd History No change 3,428 262 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 3,426 262 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 3,380 259 0.13% 0.13% 786 0 0.0% Q2 2026 Aug 12, 2026
Prudent Man Advisors, LLC History No change 3,378 259 0.06% 0.06% 787 0 0.0% Q2 2026 Aug 05, 2026
Echo Wealth Management, LLC History No change 3,379 259 0.13% 0.13% 788 0 0.0% Q2 2026 Jul 24, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 3,375 258 0.17% 0.17% 789 0 0.0% Q2 2026 Jul 22, 2026
Squire Investment Management Company, LLC History No change 3,373 258 0.06% 0.06% 790 0 0.0% Q2 2026 Jul 28, 2026
WORLD EQUITY GROUP, INC. History No change 3,360 257 0.06% 0.06% 791 0 0.0% Q2 2026 Jul 09, 2026
Buck Wealth Strategies, LLC History No change 3,341 256 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 30, 2026
WealthPoint Financial, LLC History No change 3,337 255 0.19% 0.19% 793 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 3,314 254 0.13% 0.13% 794 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Management History No change 3,313 254 0.27% 0.27% 795 0 0.0% Q2 2026 Aug 10, 2026
Ignite Planners, LLC History No change 3,292 252 0.03% 0.03% 796 0 0.0% Q2 2026 Jul 23, 2026
HF Advisory Group, LLC History No change 3,286 252 0.08% 0.08% 797 0 0.0% Q2 2026 Jul 08, 2026
Horst & Graben Wealth Management LLC History No change 3,297 251 0.03% 0.03% 798 0 0.0% Q2 2026 Jul 22, 2026
Gibson Capital, LLC History No change 3,250 249 0.04% 0.04% 799 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 3,247 249 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 22, 2026
Great Waters Wealth Management History No change 3,406 248 0.02% 0.02% 801 0 0.0% Q3 2026 Oct 07, 2026
LifeSteps Financial, Inc. History No change 3,217 246 0.11% 0.11% 802 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Wealth, LLC History No change 3,215 246 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 10, 2026
Summit Wealth Partners, LLC History No change 3,212 246 0.04% 0.04% 804 0 0.0% Q2 2026 Aug 03, 2026
Mission Creek Capital Partners, Inc. History No change 3,205 245 0.04% 0.04% 805 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 3,191 244 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 3,170 243 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 3,163 242 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 22, 2026
Visionary Wealth Advisors History No change 3,157 242 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,150 241 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,136 240 0.06% 0.06% 811 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 3,122 239 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,122 239 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 28, 2026
Veridan Wealth LLC History No change 3,107 238 0.08% 0.08% 814 0 0.0% Q2 2026 Aug 10, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 3,097 237 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 03, 2026
Tepp RIA, LLC History No change 3,077 236 0.16% 0.16% 816 0 0.0% Q2 2026 Jul 28, 2026
TAGStone Capital, Inc. History No change 3,056 234 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 11, 2026
Valpey Financial Services, LLC History No change 3,018 231 0.14% 0.14% 818 0 0.0% Q2 2026 Aug 11, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 3,046 231 0.13% 0.13% 819 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 2,995 229 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 2,994 229 0.05% 0.05% 821 0 0.0% Q2 2026 Aug 07, 2026
FSA Advisors, Inc. History No change 2,978 228 0.1% 0.1% 822 0 0.0% Q2 2026 Aug 17, 2026
Capital Asset Managemnet, LLC History No change 2,981 228 0.51% 0.51% 823 0 0.0% Q2 2026 Jul 24, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 3,125 227 0.04% 0.05% 824 0 0.0% Q3 2026 Oct 05, 2026
WBH ADVISORY INC History No change 2,954 226 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 2,941 226 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 2,940 225 0.03% 0.03% 827 0 0.0% Q2 2026 Jul 27, 2026
FourThought Financial Partners, LLC History No change 2,940 225 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 12, 2026
United Advisor Group, LLC History No change 2,941 225 0.02% 0.02% 829 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 2,943 225 0.14% 0.14% 830 0 0.0% Q2 2026 Aug 14, 2026
Capital Square, LLC History No change 2,953 224 0.1% 0.1% 831 0 0.0% Q2 2026 Aug 12, 2026
BNC WEALTH MANAGEMENT, LLC History No change 2,925 224 0.05% 0.05% 832 0 0.0% Q2 2026 Jul 21, 2026
Investment Advisory Group, LLC History No change 2,925 224 0.05% 0.05% 833 0 0.0% Q2 2026 Aug 06, 2026
FFG RETIREMENT ADVISORS LLC History No change 2,922 224 0.12% 0.12% 834 0 0.0% Q2 2026 Jul 09, 2026
Hardworking Capital Advisors, LLC History No change 2,924 224 0.18% 0.18% 835 0 0.0% Q2 2026 Aug 03, 2026
OARSMAN CAPITAL, INC. History No change 2,911 223 0.02% 0.02% 836 0 0.0% Q2 2026 Aug 07, 2026
W.H. Cornerstone Investments Inc. History No change 2,919 223 0.13% 0.13% 837 0 0.0% Q2 2026 Aug 07, 2026
Long Island Wealth Management, Inc. History No change 2,912 223 0.09% 0.09% 838 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 2,919 223 0.06% 0.06% 839 0 0.0% Q2 2026 Jul 14, 2026
Facet Wealth, Inc. History No change 2,891 221 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 27, 2026
Focus Financial Network, Inc. History No change 2,894 221 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 09, 2026
MRWM Advisors, LLC History No change 2,880 220 0.09% 0.09% 842 0 0.0% Q2 2026 Jul 28, 2026
Torrey-Payne Wealth Management, LLC History No change 2,881 220 0.18% 0.18% 843 0 0.0% Q2 2026 Jul 23, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 2,868 219 0.05% 0.05% 844 0 0.0% Q2 2026 Jul 22, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,860 219 0.02% 0.02% 845 0 0.0% Q2 2026 Sep 02, 2026
Symphony Financial, Ltd. Co. History No change 2,834 218 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 03, 2026
ELEVATE WEALTH ADVISORY, INC History No change 2,854 218 0.12% 0.12% 847 0 0.0% Q2 2026 Aug 14, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History No change 2,834 217 0.19% 0.19% 848 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC History Added to 2,974 216 0.02% 0.02% 849 +30 1.02% Q3 2026 Oct 01, 2026
Transcendent Capital Group LLC History No change 2,810 215 0.08% 0.08% 850 0 0.0% Q2 2026 Aug 05, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 2,800 214 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,751 211 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Advisors, LLC History No change 2,739 210 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 08, 2026
Beacon Capital Management, LLC History No change 2,744 210 0.03% 0.03% 854 0 0.0% Q2 2026 Jul 29, 2026
LongView Wealth Management History No change 2,741 210 0.05% 0.05% 855 0 0.0% Q2 2026 Jul 17, 2026
FIRST AMERICAN TRUST, FSB History No change 2,677 205 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 2,678 205 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 2,679 205 0.11% 0.11% 858 0 0.0% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 2,668 204 0.02% 0.02% 859 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,670 204 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 06, 2026
L.K. Benson & Company, P.C. History No change 2,638 202 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 2,631 201 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 23, 2026
Infinity Wealth Counsel, LLC History No change 2,630 201 0.16% 0.16% 863 0 0.0% Q2 2026 Jul 09, 2026
Redwood Park Advisors LLC History No change 2,614 200 0.13% 0.13% 864 0 0.0% Q2 2026 Aug 11, 2026
3 FACTOR INDEXING, LLC History No change 2,589 198 0.17% 0.17% 865 0 0.0% Q2 2026 Jul 08, 2026
Kennebec Savings Bank History No change 2,412 185 0.15% 0.15% 866 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 2,386 183 0.01% 0.01% 867 0 0.0% Q2 2026 Sep 15, 2026
Atlantic Union Bankshares Corp History No change 2,361 181 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
TIAA Wealth Investment Management LLC History No change 2,360 181 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 2,344 179 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 22, 2026
Markowski Investments History No change 2,343 179 0.04% 0.04% 871 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 2,305 176 0.09% 0.09% 872 0 0.0% Q2 2026 Jul 08, 2026
Timbuktu Capital Management, LLC History No change 2,265 173 0.26% 0.26% 873 0 0.0% Q2 2026 Aug 13, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 2,251 172 0.12% 0.12% 874 0 0.0% Q2 2026 Aug 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,233 171 0.1% 0.1% 875 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,204 169 0.04% 0.04% 876 0 0.0% Q2 2026 Jul 08, 2026
Raleigh Capital Management Inc. History No change 2,164 166 0.05% 0.05% 877 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Wealth Management, LLC. History No change 2,079 159 0.04% 0.04% 878 0 0.0% Q2 2026 Jul 30, 2026
HHM Wealth Advisors, LLC History No change 2,041 156 0.02% 0.02% 879 0 0.0% Q2 2026 Jul 13, 2026
Cape Investment Advisory, Inc. History No change 1,973 151 0.04% 0.04% 880 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 1,946 149 0.02% 0.02% 881 0 0.0% Q2 2026 Jul 20, 2026
Crews Bank & Trust History No change 1,916 146 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 16, 2026
Strategic Wealth Partners, Ltd. History No change 1,844 141 0.01% 0.01% 883 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 1,812 138 0.02% 0.02% 884 0 0.0% Q2 2026 Jul 21, 2026
REAP Financial Group, LLC History No change 1,807 138 0.02% 0.02% 885 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,788 137 0.15% 0.15% 886 0 0.0% Q2 2026 Aug 10, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,720 131 0.07% 0.07% 887 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 1,635 125 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 12, 2026
Pacifica Partners Inc. History No change 1,644 125 0.04% 0.04% 889 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 1,569 120 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History No change 1,526 117 0.02% 0.02% 891 0 0.0% Q2 2026 Jul 17, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,512 115 0.03% 0.03% 892 0 0.0% Q2 2026 Aug 27, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,500 115 0.02% 0.02% 893 0 0.0% Q2 2026 Jul 14, 2026
Blume Capital Management, Inc. History No change 1,400 107 0.02% 0.02% 894 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,440 104 0.03% 0.03% 895 0 0.0% Q3 2026 Oct 07, 2026
TOMPKINS FINANCIAL CORP History No change 1,426 103 0.01% 0.01% 896 0 0.0% Q3 2026 Oct 05, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 1,355 103 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 1,339 102 0.02% 0.02% 898 0 0.0% Q2 2026 Aug 12, 2026
Basepoint Wealth LLC History No change 1,311 100 0.06% 0.06% 899 0 0.0% Q2 2026 Aug 10, 2026
Richard W. Paul & Associates, LLC History No change 1,266 97 0.03% 0.03% 900 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 1,200 92 0.05% 0.05% 901 0 0.0% Q2 2026 Aug 13, 2026
Grey Ledge Advisors, LLC History No change 1,167 89 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 1,147 88 0.02% 0.02% 903 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,049 80 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON-ALTUS USA INC. History No change 1,037 80 0.06% 0.06% 905 0 0.0% Q2 2026 Sep 17, 2026
Archer Investment Corp History No change 1,032 79 0.02% 0.02% 906 0 0.0% Q2 2026 Aug 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,024 78 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 1,009 77 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 02, 2026
North Star Investment Management Corp. History No change 979 75 0.0% 0.0% 909 0 0.0% Q2 2026 Jul 28, 2026
Swisher Financial Concepts, Inc. History No change 929 71 0.04% 0.04% 910 0 0.0% Q2 2026 Aug 06, 2026
Planning Strategies Inc. History No change 981 71 0.04% 0.05% 911 0 0.0% Q3 2026 Oct 02, 2026
Cherry Tree Wealth Management, LLC History No change 894 68 0.01% 0.01% 912 0 0.0% Q2 2026 Sep 15, 2026
Princeton Global Asset Management LLC History No change 817 62 0.01% 0.01% 913 0 0.0% Q2 2026 Jul 16, 2026
Kingdom Financial Group LLC. History No change 816 62 0.02% 0.02% 914 0 0.0% Q2 2026 Aug 07, 2026
LFA - Lugano Financial Advisors SA History No change 735 56 0.03% 0.03% 915 0 0.0% Q2 2026 Jul 28, 2026
Morse Asset Management, Inc History No change 700 53 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 673 51 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 651 50 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 652 50 0.03% 0.03% 919 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 659 50 0.03% 0.03% 920 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 650 49 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 27, 2026
MONTAG A & ASSOCIATES INC History No change 629 48 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 633 48 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 07, 2026
Pioneer Family Office, LLC History No change 627 48 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 600 46 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 598 45 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 23, 2026
SWAN Capital LLC History No change 597 45 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 595 45 0.01% 0.01% 928 0 0.0% Q2 2026 Aug 11, 2026
CNB Bank History No change 577 44 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 06, 2026
CULLEN/FROST BANKERS, INC. History No change 552 42 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 27, 2026
Asset Dedication, LLC History No change 484 37 0.0% 0.0% 931 0 0.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History No change 490 37 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 481 36 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 04, 2026
Bangor Savings Bank History No change 465 33 0.0% 0.0% 934 0 0.0% Q3 2026 Oct 06, 2026
Darwin Wealth Management, LLC History No change 442 33 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 21, 2026
BIRCHBROOK, INC. History No change 441 33 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 08, 2026
FAS Wealth Partners, Inc. History No change 421 32 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 29, 2026
Coastline Trust Co History Added to 434 31 0.0% 0.0% 938 +29 7.16% Q3 2026 Oct 01, 2026
Signature Equity Partners, LLC History No change 414 31 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 30, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 400 30 0.01% 0.01% 940 0 0.0% Q2 2026 Sep 02, 2026
AlphaCore Capital LLC History No change 370 28 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 06, 2026
MCDONALD PARTNERS LLC History No change 359 27 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 28, 2026
Nemes Rush Group LLC History No change 355 27 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History No change 341 26 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 330 25 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 334 25 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 336 25 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 313 24 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 325 24 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 323 24 0.13% 0.13% 950 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 301 23 0.0% 0.0% 951 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 310 23 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History No change 314 23 0.01% 0.01% 953 0 0.0% Q2 2026 Jul 28, 2026
Monetary Solutions, Ltd History No change 312 23 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 279 21 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 04, 2026
Harborfront Financial Group LLC History No change 282 21 0.08% 0.08% 956 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 256 19 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 23, 2026
Spectrum Wealth Advisory Group, LLC History No change 255 19 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 06, 2026
Providence Capital Advisors, LLC History No change 246 18 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 225 17 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 29, 2026
Godfrey Financial Associates, Inc. History No change 227 17 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 223 17 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 209 16 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 13, 2026
SFAM, LLC History No change 210 16 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 211 16 0.0% 0.0% 965 0 0.0% Q2 2026 Jul 13, 2026
Frazier Financial Advisors, LLC History No change 214 16 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 10, 2026
Greykasell Wealth Strategies, Inc. History No change 213 16 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 201 15 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 207 15 0.0% 0.0% 969 0 0.0% Q2 2026 Jul 13, 2026
Winthrop Capital Management, LLC History No change 178 14 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 182 13 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 180 13 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 07, 2026
KERR FINANCIAL PLANNING Corp History No change 175 13 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 02, 2026
BLUELINE ADVISORS LLC History No change 175 13 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 155 12 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 30, 2026
Cassaday & Co Wealth Management LLC History No change 162 12 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 10, 2026
Minot DeBlois Advisors LLC History No change 150 11 0.01% 0.01% 977 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 155 11 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 152 11 0.01% 0.01% 979 0 0.0% Q2 2026 Aug 11, 2026
GILL CAPITAL PARTNERS, LLC History No change 142 10 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 20, 2026
Key FInancial Inc History No change 132 10 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 24, 2026
Financial Management Professionals, Inc. History No change 120 9 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 09, 2026
CX Institutional History No change 121 9 0.0% 0.0% 983 0 0.0% Q3 2026 Oct 02, 2026
Clark Wealth Partners History No change 126 9 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 28, 2026
Covestor Ltd History No change 97 8 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 92 7 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 29, 2026
Salomon & Ludwin, LLC History No change 104 7 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 99 7 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 24, 2026
EFG International AG History No change 93 7 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 90 6 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 05, 2026
Hanson & Doremus Investment Management History No change 78 6 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 29, 2026
Investors Research Corp History No change 84 6 0.0% 0.0% 992 0 0.0% Q3 2026 Oct 07, 2026
Quaker Wealth Management, LLC History No change 79 6 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 24, 2026
Talon Private Wealth, LLC History No change 86 6 0.0% 0.0% 994 0 0.0% Q2 2026 Sep 11, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 75 5 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 76 5 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 07, 2026
TOEWS CORP /ADV History No change 61 4 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 10, 2026
Cordant, Inc. History No change 58 4 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 14, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 65 4 0.0% 0.0% 999 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 50 3 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 43 3 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 31, 2026
VIMA LLC History No change 40 3 0.0% 0.0% 1002 0 0.0% Q2 2026 Jul 24, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 28 2 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 32 2 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 29 2 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 29 2 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 05, 2026
SITTNER & NELSON, LLC History No change 38 2 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 38 2 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 23, 2026
Transce3nd, LLC History No change 30 2 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 24, 2026
Comprehensive Financial Planning, Inc./PA History No change 37 2 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 10, 2026
Napier Financial, LLC History No change 39 2 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 31, 2026
Advocate Investing Services LLC History No change 28 2 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 28, 2026
Tanglewood Legacy Advisors, LLC History No change 23 1 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 26 1 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 20, 2026
HALL LAURIE J TRUSTEE History Closed out 0 0 — 0.06% — -2,675 -100.0% Q3 2026 Oct 06, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2026 Oct 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Mosley Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
NorthAvenue LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026