VANGUARD BOND INDEX FUNDS - BND

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
JPMORGAN CHASE & CO History No change 155,418,110 11,455,868 0.63% 0.63% 1 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 141,274,305 10,370,946 5.54% 5.54% 2 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 130,673,715 9,592,757 5.61% 5.61% 3 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 125,882,099 9,241,005 0.49% 0.49% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 62,713,498 4,603,796 15.66% 15.66% 5 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 35,718,154 2,625,776 7.71% 7.71% 6 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 29,041,837 2,131,961 0.35% 0.35% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 26,751,940 1,963,859 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 25,163,867 1,847,279 0.44% 0.44% 9 0 0.0% Q2 2026 Sep 23, 2026
SEI INVESTMENTS CO History No change 20,078,691 1,473,978 1.3% 1.3% 10 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 19,768,745 1,451,223 0.33% 0.33% 11 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 18,868,185 1,385,113 5.88% 5.88% 12 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 17,950,234 1,317,726 0.61% 0.61% 13 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 14,463,710 1,061,780 0.09% 0.09% 14 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 13,419,869 985,152 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 13,152,216 965,588 0.75% 0.75% 16 0 0.0% Q2 2026 Sep 09, 2026
Arizona PSPRS Trust History No change 9,969,512 731,861 27.27% 27.27% 17 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 9,585,242 701,997 0.14% 0.14% 18 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 9,221,231 676,930 8.62% 8.62% 19 0 0.0% Q2 2026 Aug 14, 2026
Mastercard Foundation Asset Management Corp History No change 8,862,905 650,625 2.03% 2.03% 20 0 0.0% Q2 2026 Jul 29, 2026
CBIZ Investment Advisory Services, LLC History No change 8,579,414 631,788 23.1% 23.1% 21 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 8,326,480 611,246 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History No change 8,177,967 600,344 8.6% 8.6% 23 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 7,251,116 532,304 0.92% 0.92% 24 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 7,165,534 526,021 0.14% 0.14% 25 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 7,165,064 525,987 0.48% 0.48% 26 0 0.0% Q2 2026 Aug 12, 2026
SBI Okasan Asset Management Co.Ltd. History No change 6,895,140 508,240 16.71% 16.71% 27 0 0.0% Q2 2026 Jul 21, 2026
UBS Group AG History No change 6,144,662 451,079 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 5,890,208 432,400 0.6% 0.6% 29 0 0.0% Q2 2026 Aug 27, 2026
ROYAL BANK OF CANADA History No change 5,643,726 414,305 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 4,911,062 360,521 4.23% 4.23% 31 0 0.0% Q2 2026 Jul 22, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,612,354 339,770 0.14% 0.14% 32 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 4,234,558 310,858 0.91% 0.91% 33 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 4,112,113 301,870 0.29% 0.29% 34 0 0.0% Q2 2026 Aug 05, 2026
STATE STREET CORP History No change 3,980,436 292,203 0.01% 0.01% 35 0 0.0% Q2 2026 Sep 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,698,455 271,503 0.13% 0.13% 36 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 3,653,264 268,186 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 3,376,508 247,869 0.51% 0.51% 38 0 0.0% Q2 2026 Aug 07, 2026
Retirement Systems of Alabama History No change 3,226,351 236,846 0.71% 0.71% 39 0 0.0% Q2 2026 Jul 28, 2026
Alesco Advisors, LLC, An ESL Co History No change 3,126,377 229,507 5.26% 5.26% 40 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 3,009,938 220,959 1.03% 1.03% 41 0 0.0% Q2 2026 Aug 18, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 2,989,249 209,695 12.62% 3.89% 42 +2,119,510 243.69% Q3 2026 Oct 09, 2026
TRUIST FINANCIAL CORP History No change 2,852,440 209,397 0.25% 0.25% 43 0 0.0% Q2 2026 Jul 28, 2026
Stairway Partners, LLC History Added to 2,915,052 204,490 9.66% 9.9% 44 +52,919 1.85% Q3 2026 Oct 01, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,739,306 201,092 0.46% 0.46% 45 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 2,692,692 197,689 0.23% 0.23% 46 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 2,662,171 195,424 2.14% 2.14% 47 0 0.0% Q2 2026 Aug 04, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,593,332 190,376 3.56% 3.56% 48 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 2,547,996 187,048 4.97% 4.97% 49 0 0.0% Q2 2026 Jul 07, 2026
Voya Financial Advisors, Inc. History No change 2,467,039 181,845 16.01% 16.01% 50 0 0.0% Q2 2026 Aug 12, 2026
GenTrust, LLC History No change 2,415,090 177,291 6.81% 6.81% 51 0 0.0% Q2 2026 Aug 06, 2026
RiverFront Investment Group, LLC History No change 2,407,074 176,703 2.34% 2.34% 52 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 2,353,787 172,379 8.2% 8.2% 53 0 0.0% Q2 2026 Jul 22, 2026
Alaska Permanent Capital Management, LLC History No change 2,232,018 163,807 10.7% 10.7% 54 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,225,187 163,350 2.44% 2.44% 55 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 2,125,099 156,003 1.02% 1.02% 56 0 0.0% Q2 2026 Sep 08, 2026
Mariner, LLC History No change 1,961,883 144,175 0.15% 0.15% 57 0 0.0% Q2 2026 Aug 13, 2026
MCMORGAN & CO LLC History No change 1,955,898 143,582 21.62% 21.62% 58 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,945,569 142,824 8.28% 8.28% 59 0 0.0% Q2 2026 Jul 15, 2026
Apella Capital, LLC History Added to 2,002,610 140,182 1.78% 1.87% 60 +181,617 9.97% Q3 2026 Oct 08, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,879,506 137,974 0.47% 0.47% 61 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 1,840,209 135,089 1.27% 1.27% 62 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,838,594 134,971 0.17% 0.17% 63 0 0.0% Q2 2026 Jul 29, 2026
Wealthfront Advisers LLC History No change 1,837,435 134,886 0.26% 0.26% 64 0 0.0% Q2 2026 Aug 07, 2026
Capstone Financial Advisors, Inc. History No change 1,832,708 134,539 6.55% 6.55% 65 0 0.0% Q2 2026 Aug 14, 2026
Verus Financial Partners, Inc. History No change 1,829,288 134,288 11.49% 11.49% 66 0 0.0% Q2 2026 Jul 21, 2026
Garde Capital, Inc. History No change 1,807,800 132,710 5.95% 5.95% 67 0 0.0% Q2 2026 Jul 31, 2026
Chandler Asset Management, Inc. History No change 1,747,432 128,278 18.07% 18.07% 68 0 0.0% Q2 2026 Aug 07, 2026
Trajan Wealth LLC History No change 1,662,225 122,023 4.61% 4.61% 69 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 1,614,048 118,487 4.06% 4.06% 70 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 1,539,023 112,979 2.32% 2.32% 71 0 0.0% Q2 2026 Aug 06, 2026
Lutz Financial Services LLC History No change 1,478,462 108,533 6.61% 6.61% 72 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,478,257 108,518 0.13% 0.13% 73 0 0.0% Q2 2026 Aug 19, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,469,469 107,873 0.06% 0.06% 74 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Added to 1,535,928 107,745 3.1% 3.02% 75 +139,147 9.96% Q3 2026 Oct 08, 2026
Global Endowment Management, LP History No change 1,463,086 107,406 10.89% 10.89% 76 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,443,141 105,940 1.03% 1.03% 77 0 0.0% Q2 2026 Aug 05, 2026
Atomic Invest LLC History No change 1,414,467 104,267 9.16% 9.16% 78 0 0.0% Q2 2026 Sep 25, 2026
PRUDENTIAL FINANCIAL INC History No change 1,392,482 102,222 0.11% 0.11% 79 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,380,938 101,374 0.7% 0.7% 80 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 1,374,851 100,927 1.02% 1.02% 81 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 1,370,099 100,578 1.9% 1.9% 82 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,369,628 100,544 4.38% 4.38% 83 0 0.0% Q2 2026 Aug 03, 2026
Kestra Advisory Services, LLC History No change 1,354,712 99,449 0.32% 0.32% 84 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,345,741 98,790 0.47% 0.47% 85 0 0.0% Q2 2026 Sep 23, 2026
Pathstone Holdings, LLC History No change 1,337,489 98,185 0.29% 0.29% 86 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 1,249,034 91,691 0.56% 0.56% 87 0 0.0% Q2 2026 Jul 20, 2026
Financial Advisors Network, Inc. History No change 1,248,438 91,647 11.24% 11.24% 88 0 0.0% Q2 2026 Aug 14, 2026
Alaska Wealth Advisors, LLC History No change 1,237,160 90,819 9.84% 9.84% 89 0 0.0% Q2 2026 Aug 11, 2026
NEOS Investment Management LLC History No change 1,228,471 89,881 0.33% 0.33% 90 0 0.0% Q2 2026 Aug 11, 2026
Pacific Capital Wealth Advisors, Inc. History No change 1,202,506 88,275 13.31% 13.31% 91 0 0.0% Q2 2026 Jul 09, 2026
Cerity Partners LLC History No change 1,475,322 86,863 0.1% 0.1% 92 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,171,875 83,952 0.14% 0.14% 93 0 0.0% Q2 2026 Jul 15, 2026
Betterment LLC History No change 1,111,698 81,610 0.14% 0.14% 94 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,107,699 81,316 0.13% 0.13% 95 0 0.0% Q2 2026 Aug 05, 2026
Constellation Investments, Inc. History No change 1,100,000 80,751 2.54% 2.54% 96 0 0.0% Q2 2026 Jul 17, 2026
B & T Capital Management DBA Alpha Capital Management History No change 1,094,723 80,363 10.43% 10.43% 97 0 0.0% Q2 2026 Aug 07, 2026
BURRUS FINANCIAL SERVICES, INC. History No change 1,085,432 79,681 34.59% 34.59% 98 0 0.0% Q2 2026 Jul 20, 2026
STIFEL FINANCIAL CORP History No change 1,077,430 79,094 0.07% 0.07% 99 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 1,072,774 78,752 0.08% 0.08% 100 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History Added to 1,118,579 78,468 6.83% 6.5% 101 +137,786 14.05% Q3 2026 Oct 09, 2026
Partners in Financial Planning History No change 1,063,064 78,039 11.83% 11.83% 102 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 1,053,832 77,362 0.08% 0.08% 103 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 1,022,639 75,071 0.22% 0.22% 104 0 0.0% Q2 2026 Aug 12, 2026
RATIONAL ADVISORS, INC. History No change 990,343 72,701 6.67% 6.67% 105 0 0.0% Q2 2026 Jul 24, 2026
BTC Capital Management, Inc. History No change 984,185 72,186 4.38% 4.38% 106 0 0.0% Q2 2026 Jul 16, 2026
Bank of New York Mellon Corp History No change 974,687 71,551 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 966,497 70,950 0.13% 0.13% 108 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 963,506 70,730 6.12% 6.12% 109 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 962,703 70,672 2.06% 2.06% 110 0 0.0% Q2 2026 Jul 30, 2026
Brio Consultants, LLC History No change 955,502 70,143 8.22% 8.22% 111 0 0.0% Q2 2026 Aug 12, 2026
Joule Financial, LLC History No change 941,400 69,108 18.74% 18.74% 112 0 0.0% Q2 2026 Jul 15, 2026
EP Wealth Advisors, LLC History No change 906,985 66,581 0.25% 0.25% 113 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 894,297 65,650 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 893,966 65,626 3.35% 3.35% 115 0 0.0% Q2 2026 Jul 23, 2026
Rockbridge Investment Management, LCC History No change 887,365 65,141 5.29% 5.29% 116 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Investment Partners, LLC History No change 874,427 64,191 2.15% 2.15% 117 0 0.0% Q2 2026 Aug 07, 2026
Roble, Belko & Company, Inc History No change 873,025 64,089 6.93% 6.93% 118 0 0.0% Q2 2026 Jul 24, 2026
Soltis Investment Advisors LLC History No change 870,986 63,939 3.56% 3.56% 119 0 0.0% Q2 2026 Jul 31, 2026
Gilbert & Cook, Inc. History No change 854,157 62,703 7.22% 7.22% 120 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 828,442 60,815 0.36% 0.36% 121 0 0.0% Q2 2026 Aug 17, 2026
Trilogy Capital Inc. History No change 819,832 60,183 2.34% 2.34% 122 0 0.0% Q2 2026 Jul 02, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 814,283 59,776 20.94% 20.94% 123 0 0.0% Q2 2026 Jul 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 813,345 59,707 1.45% 1.45% 124 0 0.0% Q2 2026 Jul 20, 2026
West Financial Advisors, LLC History No change 812,403 59,638 9.06% 9.06% 125 0 0.0% Q2 2026 Jul 08, 2026
Twele Capital Management, Inc. History No change 806,604 59,212 9.67% 9.67% 126 0 0.0% Q2 2026 Jul 14, 2026
Cambridge Advisors Inc. History No change 805,700 59,146 10.17% 10.17% 127 0 0.0% Q2 2026 Jul 16, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 787,691 57,824 7.15% 7.15% 128 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 777,249 57,057 0.31% 0.31% 129 0 0.0% Q2 2026 Aug 11, 2026
GuidedMoney, LLC History No change 774,038 56,822 26.3% 26.3% 130 0 0.0% Q2 2026 Jul 28, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 767,510 56,342 0.81% 0.81% 131 0 0.0% Q2 2026 Aug 14, 2026
Newton One Investments LLC History No change 756,795 55,556 13.99% 13.99% 132 0 0.0% Q2 2026 Jul 22, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 747,000 54,837 2.17% 2.17% 133 0 0.0% Q2 2026 Aug 12, 2026
Bluespring Wealth Management, LLC History No change 736,243 54,047 1.04% 1.04% 134 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 763,071 53,529 0.38% 0.41% 135 +48,556 6.8% Q3 2026 Oct 08, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 728,737 53,496 6.74% 6.74% 136 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 714,695 52,465 0.44% 0.44% 137 0 0.0% Q2 2026 Aug 06, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 709,541 52,087 7.44% 7.44% 138 0 0.0% Q2 2026 Jul 23, 2026
SimpliFi, Inc. History No change 702,115 51,542 20.37% 20.37% 139 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 691,686 50,776 3.68% 3.68% 140 0 0.0% Q2 2026 Jul 23, 2026
Essential Planning, LLC. History No change 676,966 49,695 14.04% 14.04% 141 0 0.0% Q2 2026 Aug 03, 2026
Steele Capital Management, Inc. History No change 676,531 49,664 1.83% 1.83% 142 0 0.0% Q2 2026 Jul 28, 2026
Silver Oak Advisory Group, Inc. History No change 671,986 49,330 19.45% 19.45% 143 0 0.0% Q2 2026 Jul 31, 2026
Charles Schwab Trust Co History No change 656,583 48,199 2.69% 2.69% 144 0 0.0% Q2 2026 Jul 10, 2026
Amicus Financial Advisors, LLC History No change 656,466 48,191 11.84% 11.84% 145 0 0.0% Q2 2026 Jul 20, 2026
Compound Planning, Inc. History No change 641,444 47,088 1.23% 1.23% 146 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 639,190 47,069 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 638,053 46,839 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 636,624 46,734 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 04, 2026
Gridiron Partners, LLC History No change 660,080 46,304 23.22% 25.35% 150 0 0.0% Q3 2026 Oct 08, 2026
MANNING & NAPIER ADVISORS LLC History No change 627,707 46,268 0.59% 0.59% 151 0 0.0% Q2 2026 Aug 13, 2026
AllGen Financial Advisors, Inc. History No change 627,291 46,049 10.05% 10.05% 152 0 0.0% Q2 2026 Jul 22, 2026
Arkos Global Advisors History No change 623,847 45,797 5.42% 5.42% 153 0 0.0% Q2 2026 Aug 14, 2026
TECTONIC ADVISORS LLC History No change 620,482 45,549 2.19% 2.19% 154 0 0.0% Q2 2026 Jul 15, 2026
HORIZON BANCORP INC /IN/ History No change 618,710 45,419 21.29% 21.29% 155 0 0.0% Q2 2026 Aug 04, 2026
Legacy Private Trust Co. History Reduced 645,234 45,263 2.48% 3.22% 156 -147,328 -18.59% Q3 2026 Oct 06, 2026
SageView Advisory Group, LLC History No change 601,332 44,143 1.45% 1.45% 157 0 0.0% Q2 2026 Aug 10, 2026
Elm Partners Management LLC History No change 599,378 44,000 1.31% 1.31% 158 0 0.0% Q2 2026 Oct 07, 2026
Avior Wealth Management, LLC History No change 595,336 43,703 1.15% 1.15% 159 0 0.0% Q2 2026 Jul 07, 2026
Jordan Park Group LLC History No change 590,568 43,353 2.2% 2.2% 160 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 586,671 43,067 1.02% 1.02% 161 0 0.0% Q2 2026 Aug 13, 2026
Financial Management Professionals, Inc. History No change 571,537 41,958 3.98% 3.98% 162 0 0.0% Q2 2026 Jul 09, 2026
First PREMIER Bank History No change 566,747 41,605 6.73% 6.73% 163 0 0.0% Q2 2026 Jul 15, 2026
Level Wealth Management LLC History No change 565,823 41,537 16.64% 16.64% 164 0 0.0% Q2 2026 Jul 28, 2026
Karpus Management, Inc. History No change 565,055 41,480 1.19% 1.19% 165 0 0.0% Q2 2026 Aug 14, 2026
Stordahl Capital Management, Inc. History No change 554,128 40,678 7.45% 7.45% 166 0 0.0% Q2 2026 Jul 14, 2026
N.E.W. Advisory Services LLC History No change 547,549 40,195 2.69% 2.69% 167 0 0.0% Q2 2026 Aug 06, 2026
ASPIRIANT, LLC History No change 546,151 40,094 0.99% 0.99% 168 0 0.0% Q2 2026 Jul 20, 2026
Tenon Financial LLC History No change 543,763 39,917 12.84% 12.84% 169 0 0.0% Q2 2026 Jul 24, 2026
MA Private Wealth History No change 538,277 39,514 5.89% 5.89% 170 0 0.0% Q2 2026 Jul 28, 2026
Addison Capital Co History No change 538,226 39,511 6.47% 6.47% 171 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History Reduced 559,484 39,247 2.77% 2.97% 172 -18,006 -3.12% Q3 2026 Oct 05, 2026
Capital Asset Advisory Services LLC History No change 531,709 39,032 1.41% 1.41% 173 0 0.0% Q2 2026 Aug 14, 2026
Astoria Strategic Wealth, Inc. History No change 530,899 38,973 8.9% 8.9% 174 0 0.0% Q2 2026 Jul 16, 2026
Index Fund Advisors, Inc. History No change 519,959 38,170 1.52% 1.52% 175 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 518,113 38,034 0.61% 0.61% 176 0 0.0% Q2 2026 Jul 28, 2026
Sherwood Financial Partners, LLC History No change 505,910 37,138 29.89% 29.89% 177 0 0.0% Q2 2026 Aug 12, 2026
Acropolis Investment Management, LLC History Reduced 527,846 37,028 1.49% 1.84% 178 -108,244 -17.02% Q3 2026 Oct 08, 2026
&PARTNERS History No change 504,781 36,971 0.15% 0.15% 179 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 498,411 36,588 8.39% 8.39% 180 0 0.0% Q2 2026 Jul 27, 2026
Hirtle & Co., LLC History No change 493,247 36,209 1.19% 1.19% 181 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 510,243 35,793 4.4% 5.49% 182 -57,027 -10.05% Q3 2026 Oct 09, 2026
CAHILL FINANCIAL ADVISORS INC History No change 487,415 35,781 3.43% 3.43% 183 0 0.0% Q2 2026 Aug 11, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 483,724 35,510 25.15% 25.15% 184 0 0.0% Q2 2026 Aug 10, 2026
KWMG, LLC History Added to 502,520 35,251 2.54% 2.44% 185 +43,519 9.48% Q3 2026 Oct 07, 2026
BIP Wealth, LLC History No change 479,975 35,234 1.0% 1.0% 186 0 0.0% Q2 2026 Aug 03, 2026
TD Capital Management LLC History No change 470,368 34,529 2.82% 2.82% 187 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 465,841 34,197 0.41% 0.41% 188 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 463,090 33,995 0.53% 0.53% 189 0 0.0% Q2 2026 Jul 15, 2026
Sound Stewardship, LLC History No change 458,601 33,665 13.89% 13.89% 190 0 0.0% Q2 2026 Jul 13, 2026
Gotham Asset Management, LLC History No change 457,950 33,618 0.08% 0.08% 191 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 457,391 33,577 2.48% 2.48% 192 0 0.0% Q2 2026 Jul 28, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 453,903 33,321 2.04% 2.04% 193 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 450,510 33,071 0.36% 0.36% 194 0 0.0% Q2 2026 Aug 03, 2026
Eaton-Cambridge Inc. History No change 441,817 32,433 9.12% 9.12% 195 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 438,498 32,190 0.36% 0.36% 196 0 0.0% Q2 2026 Aug 10, 2026
Global Wealth Strategies & Associates History Added to 456,472 32,021 5.87% 6.22% 197 +9,539 2.13% Q3 2026 Oct 01, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 434,192 31,874 14.02% 14.02% 198 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 431,049 31,643 1.25% 1.25% 199 0 0.0% Q2 2026 Aug 13, 2026
Carr Financial Group Corp History No change 430,838 31,627 7.28% 7.28% 200 0 0.0% Q2 2026 Aug 06, 2026
Gibson Wealth Advisors LLC History No change 429,773 31,564 19.69% 19.69% 201 0 0.0% Q2 2026 Jul 14, 2026
Werba Rubin Papier Wealth Management History No change 429,826 31,553 3.83% 3.83% 202 0 0.0% Q2 2026 Jul 27, 2026
True Freedom Investing, LLC History No change 422,886 31,141 2.44% 2.44% 203 0 0.0% Q2 2026 Aug 12, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 423,082 31,058 3.93% 3.93% 204 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History No change 419,060 30,763 0.87% 0.87% 205 0 0.0% Q2 2026 Jul 07, 2026
Summit Wealth Group, LLC History No change 417,650 30,659 6.25% 6.25% 206 0 0.0% Q2 2026 Aug 04, 2026
WESBANCO BANK INC History No change 416,107 30,546 0.76% 0.76% 207 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 414,729 30,445 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History No change 409,324 30,048 5.45% 5.45% 209 0 0.0% Q2 2026 Aug 14, 2026
PINKERTON WEALTH, LLC History No change 406,923 29,965 2.57% 2.57% 210 0 0.0% Q2 2026 Jul 30, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 413,600 29,874 5.82% 5.82% 211 0 0.0% Q2 2026 Aug 07, 2026
FOSTER & MOTLEY INC History No change 406,889 29,870 1.37% 1.37% 212 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 406,571 29,846 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 403,515 29,714 1.21% 1.21% 214 0 0.0% Q2 2026 Jul 09, 2026
Ameraudi Asset Management, Inc. History No change 403,748 29,639 13.42% 13.42% 215 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 402,374 29,538 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 13, 2026
Sightline Wealth Advisors, LLC History No change 395,782 29,054 10.63% 10.63% 217 0 0.0% Q2 2026 Jul 22, 2026
White Lighthouse Investment Management Inc. History No change 394,254 28,942 3.61% 3.61% 218 0 0.0% Q2 2026 Aug 04, 2026
BHK Investment Advisors, LLC History No change 393,714 28,902 8.63% 8.63% 219 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 392,020 28,778 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 05, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 390,575 28,672 6.25% 6.25% 221 0 0.0% Q2 2026 Aug 11, 2026
Aletheian Wealth Advisors LLC History Added to 400,937 28,125 11.29% 11.14% 222 +45,603 12.83% Q3 2026 Oct 08, 2026
Waverly Advisors, LLC History No change 380,234 27,912 0.16% 0.16% 223 0 0.0% Q2 2026 Aug 14, 2026
Luminvest Wealth Management LLC History No change 378,971 27,794 6.46% 6.46% 224 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 374,811 27,514 1.57% 1.57% 225 0 0.0% Q2 2026 Jul 15, 2026
Coppell Advisory Solutions LLC History No change 706,151 27,402 2.26% 2.26% 226 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 372,601 27,352 0.13% 0.13% 227 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 370,500 27,198 0.13% 0.13% 228 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 368,742 27,069 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 362,403 26,604 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 362,035 26,577 2.25% 2.25% 231 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 360,195 26,549 11.09% 11.09% 232 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 358,565 26,322 4.3% 4.3% 233 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 358,094 26,287 0.04% 0.04% 234 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 355,826 26,121 0.14% 0.14% 235 0 0.0% Q2 2026 Jul 24, 2026
New Jersey Better Educational Savings Trust History No change 354,594 26,030 41.88% 41.88% 236 0 0.0% Q2 2026 Jul 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 353,297 25,935 1.53% 1.53% 237 0 0.0% Q2 2026 Aug 10, 2026
Hobart Private Capital, LLC History No change 350,744 25,748 4.42% 4.42% 238 0 0.0% Q2 2026 Jul 06, 2026
Greenbush Financial Group, LLC History No change 349,889 25,685 7.55% 7.55% 239 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 347,678 25,523 0.26% 0.26% 240 0 0.0% Q2 2026 Jul 28, 2026
Prudent Man Advisors, LLC History No change 347,148 25,484 5.82% 5.82% 241 0 0.0% Q2 2026 Aug 05, 2026
McNaughton Wealth Management, LLC History Added to 363,202 25,478 8.9% 8.79% 242 +25,966 7.7% Q3 2026 Oct 08, 2026
Wealth Analytics Partners, LLC History No change 348,871 25,362 9.2% 9.2% 243 0 0.0% Q2 2026 Jul 16, 2026
Ellevest, Inc. History No change 502,593 25,301 2.98% 2.98% 244 0 0.0% Q2 2026 Aug 10, 2026
Golden Bell Financial Planning LLC History No change 343,092 25,186 18.52% 18.52% 245 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 338,844 24,861 0.99% 0.99% 246 0 0.0% Q2 2026 Aug 05, 2026
Five Pine Wealth Management History No change 333,233 24,462 13.84% 13.84% 247 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 332,443 24,404 0.12% 0.12% 248 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 330,596 24,269 1.03% 1.03% 249 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 328,328 24,102 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 322,625 23,780 0.77% 0.77% 251 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 323,400 23,740 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 320,418 23,521 0.45% 0.45% 253 0 0.0% Q2 2026 Aug 14, 2026
Vermillion Wealth Management, Inc. History No change 319,746 23,472 5.5% 5.5% 254 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 319,340 23,442 0.22% 0.22% 255 0 0.0% Q2 2026 Aug 07, 2026
Great Waters Wealth Management History Reduced 332,202 23,303 2.1% 2.67% 256 -60,828 -15.48% Q3 2026 Oct 07, 2026
NICOLET BANKSHARES INC History No change 316,382 23,147 0.74% 0.74% 257 0 0.0% Q2 2026 Aug 11, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 317,638 23,130 13.16% 13.16% 258 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 313,487 23,013 1.67% 1.67% 259 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 312,358 22,930 1.54% 1.54% 260 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 310,641 22,804 0.22% 0.22% 261 0 0.0% Q2 2026 Aug 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 308,855 22,673 0.83% 0.83% 262 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 307,472 22,571 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 13, 2026
Prospera Capital Management, LLC History No change 308,037 22,529 7.04% 7.04% 264 0 0.0% Q2 2026 Jul 27, 2026
Veery Capital, LLC History Added to 319,730 22,429 5.98% 5.93% 265 +19,174 6.38% Q3 2026 Oct 07, 2026
Ameritas Investment Partners, Inc. History No change 304,235 22,333 0.59% 0.59% 266 0 0.0% Q2 2026 Aug 13, 2026
Altura Wealth Advisors Inc. History No change 298,902 21,942 7.4% 7.4% 267 0 0.0% Q2 2026 Jul 22, 2026
BANK OF HAWAII History No change 298,538 21,915 1.08% 1.08% 268 0 0.0% Q2 2026 Aug 13, 2026
ATMOS ADVISORY, LLC History Added to 311,901 21,879 11.65% 11.87% 269 +2,461 0.8% Q3 2026 Oct 06, 2026
OneAscent Financial Services LLC History No change 293,579 21,551 1.03% 1.03% 270 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 291,941 21,431 0.66% 0.66% 271 0 0.0% Q2 2026 Aug 05, 2026
Cherry Tree Wealth Management, LLC History No change 288,437 21,174 3.98% 3.98% 272 0 0.0% Q2 2026 Sep 15, 2026
ROGCO, LP History No change 288,292 21,163 6.48% 6.48% 273 0 0.0% Q2 2026 Jul 30, 2026
Greenspring Advisors, LLC History No change 284,544 20,888 1.16% 1.16% 274 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 282,821 20,761 0.1% 0.1% 275 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 280,609 20,599 1.29% 1.29% 276 0 0.0% Q2 2026 Aug 10, 2026
Vannoy Advisory Group, Inc. History No change 277,591 20,377 11.52% 11.52% 277 0 0.0% Q2 2026 Jul 22, 2026
Financial Architects, LLC History No change 275,663 20,236 9.7% 9.7% 278 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 274,878 20,178 0.09% 0.09% 279 0 0.0% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History No change 271,946 19,963 0.25% 0.25% 280 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 271,867 19,957 1.01% 1.01% 281 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 268,922 19,741 0.98% 0.98% 282 0 0.0% Q2 2026 Jul 10, 2026
Lexington Hill Partners, LLC History No change 268,796 19,732 9.57% 9.57% 283 0 0.0% Q2 2026 Jul 08, 2026
CITIGROUP INC History No change 268,034 19,676 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 267,770 19,656 1.17% 1.17% 285 0 0.0% Q2 2026 Aug 05, 2026
Acorn Wealth Advisors, LLC History No change 267,556 19,641 4.79% 4.79% 286 0 0.0% Q2 2026 Jul 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 267,603 19,639 0.11% 0.11% 287 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 267,285 19,621 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 267,227 19,617 0.18% 0.18% 289 0 0.0% Q2 2026 Jul 24, 2026
BARCLAYS PLC History No change 265,658 19,501 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 265,543 19,493 0.21% 0.21% 291 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 265,443 19,486 0.35% 0.35% 292 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 263,650 19,354 0.56% 0.56% 293 0 0.0% Q2 2026 Aug 11, 2026
BFSG, LLC History No change 262,844 19,295 1.71% 1.71% 294 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 262,550 19,273 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
BlueStem Wealth Partners, LLC History No change 262,475 19,268 1.92% 1.92% 296 0 0.0% Q2 2026 Aug 11, 2026
Courage Miller Partners, LLC History No change 262,115 19,241 5.08% 5.08% 297 0 0.0% Q2 2026 Jul 23, 2026
Aspire Capital Advisors LLC History No change 261,716 19,212 3.74% 3.74% 298 0 0.0% Q2 2026 Aug 05, 2026
Madrona Financial Services, LLC History No change 256,130 18,802 3.47% 3.47% 299 0 0.0% Q2 2026 Jul 17, 2026
FIL Ltd History No change 254,814 18,705 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026
TLT Family Holdco ULC History No change 254,300 18,668 2.65% 2.65% 301 0 0.0% Q2 2026 Aug 13, 2026
Attessa Capital LLC History Added to 264,870 18,580 7.97% 7.72% 302 +30,420 12.98% Q3 2026 Oct 08, 2026
REBALANCE, LLC History No change 248,432 18,237 0.96% 0.96% 303 0 0.0% Q2 2026 Jul 16, 2026
Ashford Advisors, LLC History No change 248,417 18,235 3.76% 3.76% 304 0 0.0% Q2 2026 Aug 06, 2026
Robinhood Asset Management, LLC History No change 246,459 18,092 0.97% 0.97% 305 0 0.0% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History No change 244,950 17,981 0.05% 0.05% 306 0 0.0% Q2 2026 Jul 28, 2026
Galvin, Gaustad & Stein, LLC History Reduced 254,858 17,878 1.34% 1.38% 307 -503 -0.2% Q3 2026 Oct 08, 2026
Tide Cove Capital Partners LLC History No change 241,249 17,476 11.31% 11.31% 308 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 235,653 17,299 0.25% 0.25% 309 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 234,490 17,214 5.19% 5.19% 310 0 0.0% Q2 2026 Aug 04, 2026
Roundview Capital LLC History No change 234,475 17,212 0.94% 0.94% 311 0 0.0% Q2 2026 Jul 30, 2026
Rinkey Investments History No change 233,157 17,116 4.03% 4.03% 312 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 233,019 17,105 1.38% 1.38% 313 0 0.0% Q2 2026 Aug 06, 2026
PDS Planning, Inc History No change 230,885 16,949 0.98% 0.98% 314 0 0.0% Q2 2026 Aug 05, 2026
Main Management LLC History No change 229,943 16,880 1.13% 1.13% 315 0 0.0% Q2 2026 Aug 14, 2026
Arbor Investment Advisors, LLC History No change 229,734 16,864 1.91% 1.91% 316 0 0.0% Q2 2026 Jul 24, 2026
SlateStone Wealth, LLC History No change 227,764 16,720 1.28% 1.28% 317 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Wealth Strategies, LLC History No change 226,547 16,630 8.86% 8.86% 318 0 0.0% Q2 2026 Jul 23, 2026
Wrenne Financial Planning LLC History No change 224,108 16,451 5.56% 5.56% 319 0 0.0% Q2 2026 Jul 27, 2026
Whelan Financial History No change 223,927 16,438 4.48% 4.48% 320 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 223,706 16,422 0.16% 0.16% 321 0 0.0% Q2 2026 Jul 15, 2026
SAGE RHINO CAPITAL LLC History No change 222,029 16,299 2.64% 2.64% 322 0 0.0% Q2 2026 Aug 03, 2026
Focused Wealth Management, Inc History No change 221,292 16,245 1.41% 1.41% 323 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 221,200 16,238 0.78% 0.78% 324 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Partners, Inc. History No change 220,609 16,194 0.11% 0.11% 325 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 219,377 16,104 0.37% 0.37% 326 0 0.0% Q2 2026 Jul 22, 2026
MGO ONE SEVEN LLC History No change 218,450 16,036 0.26% 0.26% 327 0 0.0% Q2 2026 Jul 31, 2026
TIFF ADVISORY SERVICES, LLC History No change 217,686 15,980 3.92% 3.92% 328 0 0.0% Q2 2026 Jul 29, 2026
University of Illinois Foundation History No change 217,500 15,966 2.85% 2.85% 329 0 0.0% Q2 2026 Aug 12, 2026
FOCUS Wealth Advisors, LLC History No change 216,748 15,911 7.38% 7.38% 330 0 0.0% Q2 2026 Jul 07, 2026
ASSOCIATED BANC-CORP History No change 215,402 15,812 0.38% 0.38% 331 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 215,008 15,783 0.29% 0.29% 332 0 0.0% Q2 2026 Jul 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 214,231 15,726 1.05% 1.05% 333 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 212,984 15,635 0.78% 0.78% 334 0 0.0% Q2 2026 Jul 23, 2026
FIDELIS iM, LLC History No change 211,419 15,520 5.29% 5.29% 335 0 0.0% Q2 2026 Jul 22, 2026
Regent Peak Wealth Advisors LLC History No change 209,469 15,377 2.85% 2.85% 336 0 0.0% Q2 2026 Jul 10, 2026
Drucker Wealth 3.0, LLC History No change 208,241 15,286 2.42% 2.42% 337 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisors, LLC History No change 207,204 15,210 0.2% 0.2% 338 0 0.0% Q2 2026 Aug 06, 2026
Gould Capital, LLC History No change 207,154 15,207 8.48% 8.48% 339 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 206,866 15,186 0.13% 0.13% 340 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 205,282 15,069 0.15% 0.15% 341 0 0.0% Q2 2026 Aug 10, 2026
Alley Investment Management Company, LLC History No change 205,080 15,054 1.76% 1.76% 342 0 0.0% Q2 2026 Jul 23, 2026
Newport Capital Group, LLC History No change 204,409 15,005 8.42% 8.42% 343 0 0.0% Q2 2026 Jul 21, 2026
LVW Advisors, LLC History No change 204,376 15,003 1.3% 1.3% 344 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 204,210 14,991 0.28% 0.28% 345 0 0.0% Q2 2026 Jul 15, 2026
Trellis Wealth Advisors LLC History No change 202,849 14,891 5.11% 5.11% 346 0 0.0% Q2 2026 Jul 15, 2026
TrueWealth Financial Partners History No change 201,124 14,764 6.1% 6.1% 347 0 0.0% Q2 2026 Aug 13, 2026
LCW Services, LLC History No change 200,427 14,713 6.41% 6.41% 348 0 0.0% Q2 2026 Jul 30, 2026
DORVAL Corp History No change 200,239 14,699 4.23% 4.23% 349 0 0.0% Q2 2026 Jul 24, 2026
Sovereign Investment Advisors, LLC History No change 198,831 14,596 2.74% 2.74% 350 0 0.0% Q2 2026 Aug 14, 2026
Topsail Wealth Management, LLC History No change 198,177 14,548 1.86% 1.86% 351 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 197,919 14,529 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 197,879 14,526 0.02% 0.02% 353 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 197,154 14,468 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 196,678 14,438 0.1% 0.1% 355 0 0.0% Q2 2026 Aug 10, 2026
DSG Capital Advisors, LLC History No change 197,445 14,354 2.04% 2.04% 356 0 0.0% Q2 2026 Aug 06, 2026
Cyr Financial Inc. History No change 194,830 14,302 7.45% 7.45% 357 0 0.0% Q2 2026 Jul 20, 2026
HARBOUR INVESTMENTS, INC. History No change 193,753 14,223 0.19% 0.19% 358 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 193,593 14,211 0.72% 0.72% 359 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 193,523 14,206 0.1% 0.1% 360 0 0.0% Q2 2026 Aug 12, 2026
Tribridge Partners Financial LLC History No change 195,853 14,191 5.56% 5.56% 361 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 192,662 14,143 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 191,612 14,066 0.85% 0.85% 363 0 0.0% Q2 2026 Aug 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 191,011 14,022 1.66% 1.66% 364 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group History No change 190,374 13,975 0.83% 0.83% 365 0 0.0% Q2 2026 Jul 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 190,038 13,950 0.16% 0.16% 366 0 0.0% Q2 2026 Aug 14, 2026
CMG Global Holdings, LLC History No change 188,529 13,839 5.87% 5.87% 367 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 187,038 13,730 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 13, 2026
Storen Legacy Partners, LLC History No change 187,009 13,728 3.74% 3.74% 369 0 0.0% Q2 2026 Jul 17, 2026
CFS Investment Advisory Services, LLC History No change 186,946 13,667 0.91% 0.91% 370 0 0.0% Q2 2026 Jul 16, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 185,855 13,643 1.1% 1.1% 371 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 181,965 13,358 0.2% 0.2% 372 0 0.0% Q2 2026 Aug 10, 2026
AMES NATIONAL CORP History No change 178,648 13,114 7.21% 7.21% 373 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 178,253 13,085 1.83% 1.83% 374 0 0.0% Q2 2026 Aug 12, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 177,309 13,016 1.05% 1.05% 375 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 178,765 12,953 0.22% 0.22% 376 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 178,765 12,953 0.22% 0.22% 377 0 0.0% Q2 2026 Jul 29, 2026
NewCorp Financial Services, Inc. History No change 175,099 12,854 9.84% 9.84% 378 0 0.0% Q2 2026 Aug 03, 2026
ALM First Financial Advisors, LLC History No change 174,200 12,788 2.15% 2.15% 379 0 0.0% Q2 2026 Jul 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 172,637 12,673 2.59% 2.59% 380 0 0.0% Q2 2026 Jul 23, 2026
Root Financial Partners, LLC History No change 171,731 12,606 0.49% 0.49% 381 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone National Bank & Trust Co History No change 171,441 12,525 4.23% 4.23% 382 0 0.0% Q2 2026 Jul 21, 2026
Wiser Wealth Management, Inc History No change 169,482 12,441 2.38% 2.38% 383 0 0.0% Q2 2026 Jul 14, 2026
Values Added Financial LLC History No change 168,548 12,373 4.47% 4.47% 384 0 0.0% Q2 2026 Jul 27, 2026
Troutman Wealth Management, LLC History No change 165,886 12,177 9.37% 9.37% 385 0 0.0% Q2 2026 Aug 13, 2026
Faithward Advisors, LLC History No change 165,775 12,169 1.49% 1.49% 386 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 164,627 12,085 0.25% 0.25% 387 0 0.0% Q2 2026 Aug 06, 2026
Zeit Capital LLC History No change 164,501 12,075 7.28% 7.28% 388 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth Management, LLC History No change 164,403 12,068 0.52% 0.52% 389 0 0.0% Q2 2026 Jul 22, 2026
Powers Advisory Group, LLC History No change 163,579 12,008 3.76% 3.76% 390 0 0.0% Q2 2026 Jul 31, 2026
Souders Financial Advisors History No change 162,869 11,956 1.2% 1.2% 391 0 0.0% Q2 2026 Aug 05, 2026
Main Line Retirement Advisors, LLC History No change 161,344 11,844 5.43% 5.43% 392 0 0.0% Q2 2026 Jul 30, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 161,270 11,838 0.03% 0.03% 393 0 0.0% Q2 2026 Aug 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 161,225 11,835 0.22% 0.22% 394 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 161,128 11,828 0.64% 0.64% 395 0 0.0% Q2 2026 Aug 13, 2026
Waterford Advisors, LLC History No change 170,811 11,774 3.21% 3.21% 396 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 160,107 11,753 0.18% 0.18% 397 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 159,629 11,718 0.07% 0.07% 398 0 0.0% Q2 2026 Jul 20, 2026
BancFirst Trust & Investment Management History No change 158,620 11,691 4.93% 4.93% 399 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 159,442 11,544 2.11% 2.11% 400 0 0.0% Q2 2026 Aug 04, 2026
Broadview Financial Management, LLC History No change 156,950 11,521 7.04% 7.04% 401 0 0.0% Q2 2026 Aug 12, 2026
Oceanside Advisors LLC History No change 156,924 11,519 5.81% 5.81% 402 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 155,905 11,444 0.59% 0.59% 403 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 153,723 11,287 0.16% 0.16% 404 0 0.0% Q2 2026 Jul 15, 2026
Gibraltar Capital Management, Inc. History No change 152,514 11,196 1.72% 1.72% 405 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 154,951 11,195 0.22% 0.22% 406 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 152,292 11,179 0.17% 0.17% 407 0 0.0% Q2 2026 Aug 06, 2026
Armor Investment Advisors, LLC History No change 150,328 11,035 3.54% 3.54% 408 0 0.0% Q2 2026 Aug 04, 2026
LaSalle St. Investment Advisors, LLC History No change 147,243 10,809 1.32% 1.32% 409 0 0.0% Q2 2026 Aug 11, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 146,210 10,733 7.83% 7.83% 410 0 0.0% Q2 2026 Jul 24, 2026
McCarthy Asset Management, Inc. History No change 146,097 10,724 5.08% 5.08% 411 0 0.0% Q2 2026 Aug 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 145,034 10,646 0.78% 0.78% 412 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 144,632 10,617 0.05% 0.05% 413 0 0.0% Q2 2026 Aug 12, 2026
STALEY CAPITAL ADVISERS INC History No change 144,350 10,596 0.41% 0.41% 414 0 0.0% Q2 2026 Aug 11, 2026
Azimuth Capital Investment Management LLC History No change 144,200 10,585 0.36% 0.36% 415 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 144,025 10,572 0.06% 0.06% 416 0 0.0% Q2 2026 Jul 29, 2026
Liberty Capital Management, Inc. History No change 143,104 10,505 1.81% 1.81% 417 0 0.0% Q2 2026 Jul 17, 2026
OKABENA INVESTMENT SERVICES INC History No change 142,986 10,496 1.87% 1.87% 418 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 142,699 10,475 0.2% 0.2% 419 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 141,835 10,412 1.56% 1.56% 420 0 0.0% Q2 2026 Aug 05, 2026
Darrow Company, Inc. History No change 141,630 10,397 4.03% 4.03% 421 0 0.0% Q2 2026 Jul 29, 2026
Platt Investment Counsel, LLC History Reduced 148,151 10,392 7.15% 7.7% 422 -8,465 -5.4% Q3 2026 Oct 07, 2026
Kingsview Wealth Management, LLC History No change 140,788 10,335 0.13% 0.13% 423 0 0.0% Q2 2026 Aug 18, 2026
DEUTSCHE BANK AG\ History No change 139,576 10,246 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 138,802 10,189 0.1% 0.1% 425 0 0.0% Q2 2026 Aug 06, 2026
Discipline Wealth Solutions, LLC History No change 137,185 10,070 0.88% 0.88% 426 0 0.0% Q2 2026 Jul 21, 2026
Harpswell Capital Advisors, LLC History Reduced 141,662 9,937 6.52% 9.36% 427 -56,949 -28.67% Q3 2026 Oct 09, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 135,066 9,915 0.37% 0.37% 428 0 0.0% Q2 2026 Jul 08, 2026
Shah Wealth Advisors, LLC History No change 134,952 9,906 2.29% 2.29% 429 0 0.0% Q2 2026 Aug 07, 2026
Petix & Botte Co History No change 134,921 9,904 1.99% 1.99% 430 0 0.0% Q2 2026 Aug 04, 2026
Inscription Capital, LLC History No change 134,409 9,866 0.87% 0.87% 431 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisory Solutions, LLC History No change 134,115 9,845 2.02% 2.02% 432 0 0.0% Q2 2026 Jul 24, 2026
Ryan Investment Management, Inc. History No change 134,043 9,840 4.45% 4.45% 433 0 0.0% Q2 2026 Jul 07, 2026
Glenview Trust Co History No change 132,556 9,730 0.13% 0.13% 434 0 0.0% Q2 2026 Aug 18, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 132,223 9,706 1.23% 1.23% 435 0 0.0% Q2 2026 Aug 25, 2026
Pioneer Wealth Management Group History Added to 137,943 9,676 2.28% 0.51% 436 +109,328 382.07% Q3 2026 Oct 08, 2026
Concurrent Investment Advisors, LLC History No change 131,729 9,670 0.08% 0.08% 437 0 0.0% Q2 2026 Jul 27, 2026
Meritas Wealth Management, LLC History No change 131,333 9,641 3.77% 3.77% 438 0 0.0% Q2 2026 Jul 21, 2026
EverSource Wealth Advisors, LLC History No change 131,163 9,628 0.32% 0.32% 439 0 0.0% Q2 2026 Jul 24, 2026
IEQ CAPITAL, LLC History No change 131,058 9,621 0.04% 0.04% 440 0 0.0% Q2 2026 Aug 11, 2026
Valtrion Capital Management, LLC History No change 130,988 9,615 7.16% 7.16% 441 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 131,195 9,583 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 27, 2026
FPC INVESTMENT ADVISORY, INC. History No change 131,165 9,556 4.51% 4.51% 443 0 0.0% Q2 2026 Aug 13, 2026
BERNZOTT CAPITAL ADVISORS History No change 128,896 9,462 3.79% 3.79% 444 0 0.0% Q2 2026 Jul 21, 2026
Edgestream Partners, L.P. History No change 127,524 9,361 0.28% 0.28% 445 0 0.0% Q2 2026 Aug 11, 2026
Schuylkill Financial LLC History No change 127,247 9,341 8.63% 8.63% 446 0 0.0% Q2 2026 Aug 07, 2026
MEMBERS WEALTH LLC History No change 126,500 9,286 5.09% 5.09% 447 0 0.0% Q2 2026 Jul 09, 2026
Advisory Services Network, LLC History No change 126,044 9,252 0.1% 0.1% 448 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 125,335 9,202 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 14, 2026
Note Advisors, LLC History No change 125,032 9,178 3.98% 3.98% 450 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 124,835 9,164 3.32% 3.32% 451 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 123,957 9,099 1.56% 1.56% 452 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT CAPITAL STRATEGIES History No change 123,684 9,079 3.15% 3.15% 453 0 0.0% Q2 2026 Aug 13, 2026
Intelligent Financial Strategies History No change 123,649 9,077 4.37% 4.37% 454 0 0.0% Q2 2026 Jul 23, 2026
Tempo Wealth, LLC History No change 122,576 8,998 1.33% 1.33% 455 0 0.0% Q2 2026 Jul 27, 2026
Summit Trail Advisors, LLC History No change 122,288 8,977 0.11% 0.11% 456 0 0.0% Q2 2026 Aug 11, 2026
Smith & Howard Wealth Management, LLC History No change 121,848 8,944 1.78% 1.78% 457 0 0.0% Q2 2026 Aug 03, 2026
Talisman Wealth Advisors LLC History No change 59,293 8,915 6.63% 6.63% 458 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 121,299 8,904 0.9% 0.9% 459 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 121,258 8,901 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 06, 2026
Trek Financial, LLC History No change 121,177 8,895 0.44% 0.44% 461 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 119,999 8,809 0.3% 0.3% 462 0 0.0% Q2 2026 Jul 30, 2026
Colony Family Offices, LLC History No change 119,984 8,808 1.94% 1.94% 463 0 0.0% Q2 2026 Jul 20, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 119,603 8,780 0.16% 0.16% 464 0 0.0% Q2 2026 Aug 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 125,145 8,778 0.57% 0.62% 465 +288 0.23% Q3 2026 Oct 08, 2026
Curran Financial Partners, LLC History No change 118,753 8,717 1.3% 1.3% 466 0 0.0% Q2 2026 Aug 12, 2026
Prospect Financial Group LLC History No change 118,297 8,684 7.0% 7.0% 467 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 118,010 8,663 2.7% 2.7% 468 0 0.0% Q2 2026 Jul 30, 2026
StoneX Group Inc. History No change 117,814 8,648 0.35% 0.35% 469 0 0.0% Q2 2026 Aug 12, 2026
Prepared Retirement Institute LLC History No change 117,220 8,605 3.66% 3.66% 470 0 0.0% Q2 2026 Aug 10, 2026
Estate Counselors, LLC History No change 117,143 8,599 0.74% 0.74% 471 0 0.0% Q2 2026 Aug 07, 2026
Commonwealth Retirement Investments LLC History No change 116,970 8,586 2.33% 2.33% 472 0 0.0% Q2 2026 Aug 03, 2026
Rothschild Capital Partners, LLC History No change 116,864 8,578 1.84% 1.84% 473 0 0.0% Q2 2026 Aug 14, 2026
Stembrook Asset Management, LLC History No change 116,839 8,577 7.41% 7.41% 474 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Investment Management History No change 116,759 8,571 2.92% 2.92% 475 0 0.0% Q2 2026 Aug 06, 2026
COURIER CAPITAL LLC History No change 116,693 8,566 0.43% 0.43% 476 0 0.0% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History No change 116,417 8,546 0.11% 0.11% 477 0 0.0% Q2 2026 Jul 23, 2026
Fund Evaluation Group, LLC History No change 114,146 8,379 0.23% 0.23% 478 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 113,715 8,347 0.34% 0.34% 479 0 0.0% Q2 2026 Jul 28, 2026
City State Bank History No change 113,586 8,338 1.91% 1.91% 480 0 0.0% Q2 2026 Jul 14, 2026
Triumph Capital Management History No change 113,427 8,326 1.51% 1.51% 481 0 0.0% Q2 2026 Jul 20, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 113,001 8,295 3.34% 3.34% 482 0 0.0% Q2 2026 Jul 28, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 112,679 8,271 0.44% 0.44% 483 0 0.0% Q2 2026 Aug 14, 2026
Peak Wealth Management LLC History No change 111,436 8,180 5.74% 5.74% 484 0 0.0% Q2 2026 Jul 14, 2026
Genesis Wealth Advisors, LLC History No change 111,242 8,166 4.88% 4.88% 485 0 0.0% Q2 2026 Aug 07, 2026
L.K. Benson & Company, P.C. History No change 110,982 8,147 2.46% 2.46% 486 0 0.0% Q2 2026 Jul 24, 2026
New Covenant Trust Company, N.A. History Added to 115,306 8,088 5.6% 6.14% 487 +4,374 3.94% Q3 2026 Oct 08, 2026
K2 Financial Inc. History No change 110,491 8,081 5.7% 5.7% 488 0 0.0% Q2 2026 Jul 21, 2026
Swisher Financial Concepts, Inc. History No change 109,922 8,069 5.08% 5.08% 489 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 108,164 7,940 0.04% 0.04% 490 0 0.0% Q2 2026 Jul 17, 2026
Ballentine Partners, LLC History No change 107,640 7,901 0.1% 0.1% 491 0 0.0% Q2 2026 Jul 17, 2026
Tanager Wealth Management LLP History No change 106,623 7,827 0.68% 0.68% 492 0 0.0% Q2 2026 Jul 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 106,399 7,810 1.14% 1.14% 493 0 0.0% Q2 2026 Jul 21, 2026
PROFFITT & GOODSON INC History No change 106,353 7,807 1.07% 1.07% 494 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 111,130 7,795 2.09% 2.0% 495 +7,262 6.99% Q3 2026 Oct 02, 2026
Pacific Life Fund Advisors LLC History No change 105,886 7,773 0.85% 0.85% 496 0 0.0% Q2 2026 Aug 04, 2026
Centric Wealth Management History No change 106,459 7,734 1.2% 1.2% 497 0 0.0% Q2 2026 Aug 06, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 105,325 7,731 0.46% 0.46% 498 0 0.0% Q2 2026 Aug 12, 2026
1832 Asset Management L.P. History No change 105,132 7,717 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History Added to 109,389 7,673 0.51% 0.41% 500 +22,171 25.42% Q3 2026 Oct 08, 2026
RTD Financial Advisors, Inc. History Added to 108,153 7,586 0.83% 0.82% 501 +6,087 5.96% Q3 2026 Oct 09, 2026
Vectors Research Management, LLC History No change 103,135 7,571 1.98% 1.98% 502 0 0.0% Q2 2026 Jul 29, 2026
10Elms LLP History No change 102,899 7,553 3.2% 3.2% 503 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 102,811 7,547 0.25% 0.25% 504 0 0.0% Q2 2026 Jul 17, 2026
LifeGoal Investments, LLC History Reduced 107,498 7,541 2.3% 3.95% 505 -10,038 -8.54% Q3 2026 Oct 08, 2026
TFO Wealth Partners, LLC History No change 102,016 7,489 0.81% 0.81% 506 0 0.0% Q2 2026 Aug 10, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 101,675 7,463 6.15% 6.15% 507 0 0.0% Q2 2026 Jul 30, 2026
Triad Wealth Partners, LLC History No change 103,030 7,433 0.44% 0.44% 508 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 100,312 7,363 0.64% 0.64% 509 0 0.0% Q2 2026 Jul 09, 2026
Reality Financial Planning Services, LLC History No change 100,088 7,347 7.09% 7.09% 510 0 0.0% Q2 2026 Aug 17, 2026
MISSION WEALTH MANAGEMENT, LP History No change 99,776 7,324 0.09% 0.09% 511 0 0.0% Q2 2026 Jul 20, 2026
Crabel Capital Management, LLC History No change 98,773 7,250 5.29% 5.29% 512 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History Reduced 103,185 7,238 0.72% 0.81% 513 -8,336 -7.47% Q3 2026 Oct 08, 2026
World Investment Advisors History No change 97,645 7,176 0.12% 0.12% 514 0 0.0% Q2 2026 Aug 13, 2026
Aurelius Family Office LLC History No change 97,708 7,172 2.83% 2.83% 515 0 0.0% Q2 2026 Jul 13, 2026
Lebenthal Global Advisors, LLC History No change 97,601 7,164 0.97% 0.97% 516 0 0.0% Q2 2026 Jul 30, 2026
J.W. COLE ADVISORS, INC. History No change 97,307 7,143 0.12% 0.12% 517 0 0.0% Q2 2026 Jul 21, 2026
Manuka Financial, LLC History No change 96,894 7,112 3.69% 3.69% 518 0 0.0% Q2 2026 Jul 31, 2026
Matrix Trust Co History Added to 101,010 7,086 1.03% 1.07% 519 +670 0.67% Q3 2026 Oct 07, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 100,889 7,077 0.66% 0.84% 520 -21,257 -17.4% Q3 2026 Oct 08, 2026
Farrell Financial LLC History No change 96,242 7,065 3.82% 3.82% 521 0 0.0% Q2 2026 Jul 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 95,511 7,011 0.05% 0.05% 522 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 95,406 7,003 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 13, 2026
GoalFusion Wealth Management, LLC History Added to 99,469 6,977 2.79% 1.19% 524 +59,361 148.0% Q3 2026 Oct 06, 2026
Bouchey Financial Group, Ltd. History No change 94,818 6,960 0.45% 0.45% 525 0 0.0% Q2 2026 Jul 27, 2026
Fort Point Capital Partners LLC History No change 94,753 6,955 0.48% 0.48% 526 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 93,987 6,899 0.07% 0.07% 527 0 0.0% Q2 2026 Aug 03, 2026
HANCOCK WHITNEY CORP History No change 92,910 6,820 0.11% 0.11% 528 0 0.0% Q2 2026 Aug 14, 2026
Briggs Wealth Management, Inc History No change 92,814 6,813 6.22% 6.22% 529 0 0.0% Q2 2026 Aug 06, 2026
Jacobi Capital Management LLC History No change 92,463 6,787 0.33% 0.33% 530 0 0.0% Q2 2026 Jul 31, 2026
Apex Wealth Management, LLC History No change 92,063 6,758 4.13% 4.13% 531 0 0.0% Q2 2026 Aug 11, 2026
Oak Wealth Advisors LLC History No change 90,593 6,650 3.19% 3.19% 532 0 0.0% Q2 2026 Jul 22, 2026
Brindle & Bay Financial Advisors, LLC History No change 90,296 6,628 3.31% 3.31% 533 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 90,171 6,619 0.14% 0.14% 534 0 0.0% Q2 2026 Jul 17, 2026
Keel Point, LLC History No change 90,019 6,608 0.39% 0.39% 535 0 0.0% Q2 2026 Aug 14, 2026
Horizons Wealth Management History New 93,541 6,561 4.09% — 536 +93,541 New Q3 2026 Oct 05, 2026
CFG Wealth Management Services, Inc. History No change 84,729 6,559 6.16% 6.16% 537 0 0.0% Q2 2026 Jul 15, 2026
Stonekeep Investments, LLC History No change 89,320 6,557 3.82% 3.82% 538 0 0.0% Q2 2026 Jul 10, 2026
Truepoint, Inc. History No change 89,050 6,537 0.14% 0.14% 539 0 0.0% Q2 2026 Jul 31, 2026
Clarus Wealth Advisors History No change 88,757 6,452 2.49% 2.49% 540 0 0.0% Q2 2026 Jul 09, 2026
Opus Financial Solutions LLC History No change 87,872 6,450 5.2% 5.2% 541 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 87,680 6,436 1.67% 1.67% 542 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 87,321 6,410 0.13% 0.13% 543 0 0.0% Q2 2026 Jul 29, 2026
Shade Tree Advisors LLC History No change 87,248 6,404 3.73% 3.73% 544 0 0.0% Q2 2026 Aug 04, 2026
Sovran Advisors, LLC History No change 87,355 6,345 0.47% 0.47% 545 0 0.0% Q2 2026 Jul 29, 2026
Marathon Wealth Advisors LLC History No change 86,156 6,324 2.16% 2.16% 546 0 0.0% Q2 2026 Sep 11, 2026
Heritage Wealth Management, Inc. /CA/ History No change 85,762 6,295 2.39% 2.39% 547 0 0.0% Q2 2026 Jul 22, 2026
Sound View Wealth Advisors Group, LLC History No change 85,414 6,270 0.39% 0.39% 548 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 84,997 6,239 0.07% 0.07% 549 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 84,952 6,236 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 14, 2026
B.O.S.S. Retirement Advisors, LLC History No change 84,552 6,206 1.68% 1.68% 551 0 0.0% Q2 2026 Jul 20, 2026
Ascent Group, LLC History No change 84,524 6,204 0.19% 0.19% 552 0 0.0% Q2 2026 Aug 03, 2026
Retirement Planning Group, LLC History No change 84,429 6,197 0.16% 0.16% 553 0 0.0% Q2 2026 Aug 05, 2026
Womack Financial LLC History No change 83,865 6,156 4.07% 4.07% 554 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Reduced 128,827 6,055 0.13% 0.16% 555 -14,494 -10.11% Q3 2026 Oct 08, 2026
HT Partners LLC History No change 81,386 5,974 1.65% 1.65% 556 0 0.0% Q2 2026 Jul 16, 2026
Fullerton Advisors, LLC History No change 79,876 5,863 5.48% 5.48% 557 0 0.0% Q2 2026 Jul 27, 2026
Stratos Investment Management, LLC History No change 79,845 5,861 0.21% 0.21% 558 0 0.0% Q2 2026 Aug 11, 2026
IFS Advisors, LLC History No change 79,703 5,851 2.8% 2.8% 559 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 79,602 5,843 0.18% 0.18% 560 0 0.0% Q2 2026 Jul 09, 2026
Leo H. Evart, Inc. History No change 79,078 5,805 4.58% 4.58% 561 0 0.0% Q2 2026 Aug 17, 2026
Inman Jager Wealth Management, LLC History No change 78,723 5,779 3.08% 3.08% 562 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 78,453 5,759 0.31% 0.31% 563 0 0.0% Q2 2026 Aug 06, 2026
ATLas Financial Planning LLC History No change 78,357 5,752 4.66% 4.66% 564 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 78,310 5,748 0.07% 0.07% 565 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 78,285 5,739 1.17% 1.17% 566 0 0.0% Q2 2026 Aug 07, 2026
Bay Rivers Group History No change 77,878 5,717 1.95% 1.95% 567 0 0.0% Q2 2026 Jul 09, 2026
Graetz Wealth LLC History No change 77,561 5,693 4.54% 4.54% 568 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 77,349 5,678 0.21% 0.21% 569 0 0.0% Q2 2026 Aug 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 77,239 5,670 0.14% 0.14% 570 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 77,886 5,643 0.11% 0.11% 571 0 0.0% Q2 2026 Aug 06, 2026
Lantern Wealth Advisors, LLC History No change 76,676 5,628 2.58% 2.58% 572 0 0.0% Q2 2026 Jul 28, 2026
Shelter Mutual Insurance Co History No change 76,583 5,621 1.19% 1.19% 573 0 0.0% Q2 2026 Aug 11, 2026
Valpey Financial Services, LLC History No change 75,702 5,557 3.31% 3.31% 574 0 0.0% Q2 2026 Aug 11, 2026
Mechanics Financial Corp History No change 75,597 5,549 1.98% 1.98% 575 0 0.0% Q2 2026 Aug 05, 2026
IF Advisors, LLC History No change 75,219 5,521 3.63% 3.63% 576 0 0.0% Q2 2026 Aug 13, 2026
Hiley Hunt Wealth Management History Reduced 77,465 5,434 2.11% 2.27% 577 -735 -0.94% Q3 2026 Oct 08, 2026
SigFig Wealth Management, LLC History Reduced 77,359 5,426 0.14% 0.16% 578 -4,253 -5.21% Q3 2026 Oct 07, 2026
Summit Financial, LLC History No change 73,894 5,424 0.06% 0.06% 579 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Wealth, LLC History No change 73,365 5,385 0.99% 0.99% 580 0 0.0% Q2 2026 Aug 06, 2026
Berger Financial Group, Inc History No change 73,227 5,375 0.27% 0.27% 581 0 0.0% Q2 2026 Aug 04, 2026
Wingate Wealth Advisors, Inc. History No change 73,017 5,360 2.36% 2.36% 582 0 0.0% Q2 2026 Jul 29, 2026
Human Investing LLC History No change 72,546 5,325 0.69% 0.69% 583 0 0.0% Q2 2026 Jul 21, 2026
MOTIVE WEALTH ADVISORS History No change 72,136 5,295 2.18% 2.18% 584 0 0.0% Q2 2026 Jul 20, 2026
WASHINGTON TRUST BANK History No change 72,087 5,291 0.37% 0.37% 585 0 0.0% Q2 2026 Aug 05, 2026
TOEWS CORP /ADV History No change 72,000 5,285 0.77% 0.77% 586 0 0.0% Q2 2026 Aug 10, 2026
Steelhead Wealth Management LLC History No change 71,766 5,268 2.12% 2.12% 587 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 71,496 5,248 0.07% 0.07% 588 0 0.0% Q2 2026 Aug 13, 2026
Charis Legacy Partners, LLC History No change 71,353 5,238 6.44% 6.44% 589 0 0.0% Q2 2026 Jul 09, 2026
Good Steward Wealth Advisors,LLC History No change 71,062 5,216 3.15% 3.15% 590 0 0.0% Q2 2026 Aug 03, 2026
Cambria Investment Management, L.P. History No change 70,641 5,168 0.26% 0.26% 591 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 70,294 5,160 0.61% 0.61% 592 0 0.0% Q2 2026 Sep 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 70,095 5,145 0.06% 0.06% 593 0 0.0% Q2 2026 Aug 13, 2026
Bricktown Capital, LLC History No change 69,635 5,111 0.92% 0.92% 594 0 0.0% Q2 2026 Jul 15, 2026
WFA of San Diego, LLC History No change 69,299 5,022 4.11% 4.11% 595 0 0.0% Q2 2026 Aug 14, 2026
CHRISTINE MESSMER PC History No change 67,805 4,977 2.8% 2.8% 596 0 0.0% Q2 2026 Jul 23, 2026
Financial Avengers, Inc. History No change 67,590 4,961 2.06% 2.06% 597 0 0.0% Q2 2026 Aug 18, 2026
Providence First Trust Co History No change 67,297 4,940 1.38% 1.38% 598 0 0.0% Q2 2026 Jul 27, 2026
MainStreet Investment Advisors LLC History No change 67,144 4,929 0.67% 0.67% 599 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 66,204 4,860 0.29% 0.29% 600 0 0.0% Q2 2026 Aug 04, 2026
Cassady Wealth & Retirement Planning, LLC History No change 65,977 4,843 2.25% 2.25% 601 0 0.0% Q2 2026 Jul 24, 2026
MMA ASSET MANAGEMENT LLC History No change 64,670 4,747 1.51% 1.51% 602 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 64,357 4,724 0.1% 0.1% 603 0 0.0% Q2 2026 Aug 14, 2026
Straight Path Wealth Management History No change 64,077 4,703 1.1% 1.1% 604 0 0.0% Q2 2026 Jul 27, 2026
Fragasso Financial Advisors Inc History No change 63,014 4,625 0.25% 0.25% 605 0 0.0% Q2 2026 Jul 09, 2026
Chesley Taft & Associates LLC History No change 62,518 4,589 0.18% 0.18% 606 0 0.0% Q2 2026 Jul 08, 2026
William Howard & Co Financial Advisors Inc History No change 62,085 4,557 3.54% 3.54% 607 0 0.0% Q2 2026 Jul 09, 2026
North Star Investment Management Corp. History No change 61,954 4,548 0.25% 0.25% 608 0 0.0% Q2 2026 Jul 28, 2026
Single Point Partners, LLC History No change 61,893 4,543 0.8% 0.8% 609 0 0.0% Q2 2026 Jul 16, 2026
Sarasin & Partners LLP History No change 61,062 4,482 0.05% 0.05% 610 0 0.0% Q2 2026 Jul 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 60,847 4,466 0.39% 0.39% 611 0 0.0% Q2 2026 Aug 10, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 63,435 4,449 0.63% 0.68% 612 -2,125 -3.24% Q3 2026 Oct 08, 2026
CreativeOne Wealth, LLC History No change 60,476 4,439 0.1% 0.1% 613 0 0.0% Q2 2026 Aug 13, 2026
WMG Financial Advisors, LLC History No change 60,282 4,425 1.67% 1.67% 614 0 0.0% Q2 2026 Jul 23, 2026
C M BIDWELL & ASSOCIATES LTD History No change 60,010 4,405 1.8% 1.8% 615 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 60,008 4,405 0.46% 0.46% 616 0 0.0% Q2 2026 Jul 29, 2026
MassMutual Private Wealth & Trust, FSB History Added to 62,778 4,403 0.12% 0.12% 617 +380 0.61% Q3 2026 Oct 05, 2026
Rothschild Wealth LLC History No change 59,888 4,396 0.35% 0.35% 618 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 59,216 4,347 0.06% 0.06% 619 0 0.0% Q2 2026 Aug 10, 2026
OFS Enterprise LLC History No change 58,938 4,326 1.1% 1.1% 620 0 0.0% Q2 2026 Jul 08, 2026
Avantax Planning Partners, Inc. History No change 58,857 4,320 0.11% 0.11% 621 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Services of America, Inc. History No change 58,298 4,279 0.42% 0.42% 622 0 0.0% Q2 2026 Jul 22, 2026
ETF Portfolio Partners, Inc. History No change 58,175 4,270 1.02% 1.02% 623 0 0.0% Q2 2026 Jul 13, 2026
LOWERY THOMAS, LLC History No change 58,095 4,264 2.08% 2.08% 624 0 0.0% Q2 2026 Jul 29, 2026
PFC CAPITAL GROUP, INC. History No change 57,846 4,246 1.63% 1.63% 625 0 0.0% Q2 2026 Aug 05, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 57,713 4,236 0.4% 0.4% 626 0 0.0% Q2 2026 Jul 14, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 57,668 4,233 1.91% 1.91% 627 0 0.0% Q2 2026 Aug 07, 2026
Seros Financial, LLC History No change 57,612 4,229 2.2% 2.2% 628 0 0.0% Q2 2026 Aug 13, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 57,369 4,211 1.01% 1.01% 629 0 0.0% Q2 2026 Aug 10, 2026
Leeward Financial Partners, LLC History No change 57,230 4,201 1.1% 1.1% 630 0 0.0% Q2 2026 Aug 06, 2026
ENTRUST FINANCIAL LLC History No change 57,225 4,200 2.72% 2.72% 631 0 0.0% Q2 2026 Jul 20, 2026
Sage Investment Advisers LLC History No change 57,207 4,199 2.82% 2.82% 632 0 0.0% Q2 2026 Jul 09, 2026
Ramiah Investment Group History No change 57,070 4,189 3.2% 3.2% 633 0 0.0% Q2 2026 Jul 16, 2026
Arta Finance Wealth Management LLC History No change 57,251 4,188 1.79% 1.79% 634 0 0.0% Q2 2026 Aug 13, 2026
Sherman Asset Management, Inc. History No change 56,436 4,143 3.21% 3.21% 635 0 0.0% Q2 2026 Aug 05, 2026
Sherry Group, Inc. History Added to 59,035 4,137 3.88% 4.22% 636 +411 0.7% Q3 2026 Oct 09, 2026
Financial & Tax Architects, LLC History No change 56,277 4,131 0.87% 0.87% 637 0 0.0% Q2 2026 Jul 23, 2026
FLOYD FINANCIAL GROUP LLC History No change 56,785 4,128 2.7% 2.7% 638 0 0.0% Q2 2026 Jul 22, 2026
JT Stratford LLC History No change 56,160 4,122 0.45% 0.45% 639 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 55,836 4,098 0.22% 0.22% 640 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 55,229 4,054 0.09% 0.09% 641 0 0.0% Q2 2026 Aug 03, 2026
Scissortail Wealth Management, LLC History No change 54,899 4,030 0.78% 0.78% 642 0 0.0% Q2 2026 Aug 05, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 54,804 4,023 0.27% 0.27% 643 0 0.0% Q2 2026 Jul 24, 2026
CARDIFF PARK ADVISORS, LLC History No change 54,397 3,993 0.31% 0.31% 644 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 53,513 3,928 0.04% 0.04% 645 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 53,177 3,903 0.61% 0.61% 646 0 0.0% Q2 2026 Aug 06, 2026
Sunesis Advisors, LLC History No change 52,221 3,833 1.58% 1.58% 647 0 0.0% Q2 2026 Jul 10, 2026
Parallel Advisors, LLC History No change 51,636 3,790 0.06% 0.06% 648 0 0.0% Q2 2026 Aug 05, 2026
Worth Asset Management, LLC History Added to 54,006 3,788 1.1% 1.13% 649 +5,806 12.05% Q3 2026 Oct 07, 2026
Blue Trust, Inc. History No change 51,569 3,785 0.04% 0.04% 650 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 51,298 3,766 0.06% 0.06% 651 0 0.0% Q2 2026 Aug 10, 2026
Midwest Financial Network, LLC History No change 51,189 3,757 2.57% 2.57% 652 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 50,810 3,730 0.12% 0.12% 653 0 0.0% Q2 2026 Jul 31, 2026
Cordgrass Capital Advisors, LLC History No change 50,725 3,723 1.39% 1.39% 654 0 0.0% Q2 2026 Aug 06, 2026
Mesirow Financial Investment Management, Inc. History No change 50,518 3,708 0.06% 0.06% 655 0 0.0% Q2 2026 Jul 22, 2026
Donalies Financial Planning, LLC History No change 50,403 3,700 2.73% 2.73% 656 0 0.0% Q2 2026 Aug 06, 2026
Capital Square, LLC History No change 50,812 3,697 1.62% 1.62% 657 0 0.0% Q2 2026 Aug 12, 2026
Wealth Architects, LLC History No change 49,791 3,655 0.29% 0.29% 658 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 49,718 3,649 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
NYL Investors LLC History No change 49,531 3,636 1.39% 1.39% 660 0 0.0% Q2 2026 Aug 12, 2026
Lynx Investment Advisory History No change 49,223 3,613 1.18% 1.18% 661 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 48,821 3,583 0.27% 0.27% 662 0 0.0% Q2 2026 Jul 29, 2026
BCO Wealth Management LLC History No change 48,688 3,574 1.95% 1.95% 663 0 0.0% Q2 2026 Jul 14, 2026
Center For Asset Management LLC History No change 48,657 3,571 1.58% 1.58% 664 0 0.0% Q2 2026 Jul 27, 2026
BANK OF NOVA SCOTIA History No change 48,637 3,570 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 48,284 3,544 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 11, 2026
Taylor Hoffman Capital Management LLC History No change 47,425 3,481 0.85% 0.85% 667 0 0.0% Q2 2026 Aug 11, 2026
CITY HOLDING CO History No change 47,323 3,473 0.39% 0.39% 668 0 0.0% Q2 2026 Jul 10, 2026
Bristlecone Value Partners, LLC History No change 47,276 3,470 2.79% 2.79% 669 0 0.0% Q2 2026 Aug 13, 2026
TOWLE & CO History No change 46,958 3,447 1.17% 1.17% 670 0 0.0% Q2 2026 Aug 11, 2026
Narus Financial Partners, LLC History No change 46,908 3,443 0.88% 0.88% 671 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIENT ADVISORS LLC History No change 46,890 3,442 0.49% 0.49% 672 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 46,829 3,437 0.09% 0.09% 673 0 0.0% Q2 2026 Aug 07, 2026
Stewardship Advisors, LLC History No change 46,711 3,429 0.71% 0.71% 674 0 0.0% Q2 2026 Jul 20, 2026
Gallagher Fiduciary Advisors, LLC History No change 46,672 3,426 0.11% 0.11% 675 0 0.0% Q2 2026 Aug 14, 2026
Grove Street Fiduciary, LLC History No change 46,601 3,420 1.44% 1.44% 676 0 0.0% Q2 2026 Jul 23, 2026
Gladstone Institutional Advisory LLC History No change 46,477 3,411 0.11% 0.11% 677 0 0.0% Q2 2026 Jul 27, 2026
BDFS Capital LLC History No change 46,424 3,407 1.48% 1.48% 678 0 0.0% Q2 2026 Jul 15, 2026
Csenge Advisory Group History No change 46,379 3,404 0.14% 0.14% 679 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 46,300 3,398 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 45,860 3,366 0.99% 0.99% 681 0 0.0% Q2 2026 Jul 09, 2026
Ridgewood Investments LLC History Added to 47,653 3,342 1.23% 0.55% 682 +27,737 139.27% Q3 2026 Oct 05, 2026
Allodium Investment Consultants, LLC History No change 45,429 3,334 1.42% 1.42% 683 0 0.0% Q2 2026 Jul 14, 2026
SCOTIA CAPITAL INC. History No change 45,385 3,331 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 45,312 3,326 0.13% 0.13% 685 0 0.0% Q2 2026 Aug 13, 2026
Generation Capital Management LLC History No change 45,265 3,322 2.04% 2.04% 686 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 45,191 3,317 0.02% 0.02% 687 0 0.0% Q2 2026 Jul 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 45,120 3,312 0.63% 0.63% 688 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 45,082 3,309 0.55% 0.55% 689 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 45,003 3,303 0.66% 0.66% 690 0 0.0% Q2 2026 Jul 22, 2026
Exchange Bank History Added to 47,027 3,298 2.04% 2.11% 691 +896 1.94% Q3 2026 Oct 07, 2026
Saxony Capital Management, LLC History No change 44,837 3,291 1.51% 1.51% 692 0 0.0% Q2 2026 Jul 15, 2026
Fairway Wealth LLC History No change 44,693 3,280 0.75% 0.75% 693 0 0.0% Q2 2026 Jul 24, 2026
Marotta Asset Management History Added to 46,653 3,272 0.56% 0.5% 694 +5,660 13.81% Q3 2026 Oct 02, 2026
CGN Advisors LLC History No change 43,966 3,227 0.24% 0.24% 695 0 0.0% Q2 2026 Jul 06, 2026
Security Financial Services, INC. History No change 43,880 3,221 0.45% 0.45% 696 0 0.0% Q2 2026 Jul 15, 2026
General Partner, Inc. History No change 45,848 3,216 1.72% 1.81% 697 0 0.0% Q3 2026 Oct 05, 2026
WCG Wealth Advisors LLC History No change 43,711 3,208 0.08% 0.08% 698 0 0.0% Q2 2026 Aug 14, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 43,416 3,187 0.3% 0.3% 699 0 0.0% Q2 2026 Jul 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 43,426 3,187 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 43,338 3,181 0.35% 0.35% 701 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 43,306 3,180 0.09% 0.09% 702 0 0.0% Q2 2026 Aug 07, 2026
Financial Strategies Group, Inc. History No change 43,739 3,171 0.51% 0.51% 703 0 0.0% Q2 2026 Aug 10, 2026
Forum Private Client Group LLC History No change 43,162 3,168 0.94% 0.94% 704 0 0.0% Q2 2026 Aug 12, 2026
Barden Capital Management, Inc. History Added to 45,001 3,156 2.87% 2.95% 705 +1,425 3.27% Q3 2026 Oct 08, 2026
CENTAURUS FINANCIAL, INC. History No change 42,930 3,151 0.12% 0.12% 706 0 0.0% Q2 2026 Aug 17, 2026
TCI Wealth Advisors, Inc. History No change 42,523 3,121 0.14% 0.14% 707 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 42,413 3,113 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 04, 2026
David Kennon Inc History No change 42,239 3,100 1.02% 1.02% 709 0 0.0% Q2 2026 Jul 22, 2026
Ignite Planners, LLC History No change 42,127 3,092 0.42% 0.42% 710 0 0.0% Q2 2026 Jul 23, 2026
Investor's Fiduciary Advisor Network, LLC History No change 41,907 3,076 1.04% 1.04% 711 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 41,764 3,065 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Advisors / MI History No change 41,492 3,045 0.18% 0.18% 713 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 41,334 3,034 0.32% 0.32% 714 0 0.0% Q2 2026 Jul 28, 2026
Transcendent Capital Group LLC History No change 41,280 3,030 1.18% 1.18% 715 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 40,988 3,008 0.26% 0.26% 716 0 0.0% Q2 2026 Jul 08, 2026
Walkner Condon Financial Advisors LLC History No change 40,983 3,008 0.35% 0.35% 717 0 0.0% Q2 2026 Jul 27, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 40,764 2,992 1.23% 1.23% 718 0 0.0% Q2 2026 Sep 18, 2026
Frank, Rimerman Advisors LLC History No change 40,689 2,987 0.17% 0.17% 719 0 0.0% Q2 2026 Jul 27, 2026
Michels Family Financial, LLC History No change 40,528 2,975 1.91% 1.91% 720 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 40,450 2,969 0.19% 0.19% 721 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 40,365 2,953 0.02% 0.02% 722 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 40,227 2,953 0.09% 0.09% 723 0 0.0% Q2 2026 Aug 06, 2026
Align Financial, LLC History No change 40,213 2,952 1.46% 1.46% 724 0 0.0% Q2 2026 Jul 27, 2026
Dakota Wealth Management History No change 39,991 2,935 0.06% 0.06% 725 0 0.0% Q2 2026 Aug 07, 2026
Coston, McIsaac & Partners History No change 39,995 2,935 0.59% 0.59% 726 0 0.0% Q2 2026 Aug 12, 2026
AEGON USA Investment Management, LLC History No change 39,665 2,911 2.08% 2.08% 727 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Financial Group, LLC /NE/ History No change 39,642 2,910 1.79% 1.79% 728 0 0.0% Q2 2026 Aug 11, 2026
PCG ASSET MANAGEMENT, LLC History No change 39,535 2,902 2.08% 2.08% 729 0 0.0% Q2 2026 Jul 27, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 39,349 2,888 1.07% 1.07% 730 0 0.0% Q2 2026 Jul 21, 2026
Timbuktu Capital Management, LLC History No change 39,231 2,879 4.33% 4.33% 731 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 38,873 2,853 0.52% 0.52% 732 0 0.0% Q2 2026 Aug 04, 2026
Three Seasons Wealth, LLC History No change 38,661 2,838 0.26% 0.26% 733 0 0.0% Q2 2026 Aug 13, 2026
BlueSky Wealth Advisors, LLC History No change 38,515 2,827 0.33% 0.33% 734 0 0.0% Q2 2026 Jul 28, 2026
Forty-three Eighteen Advisors, LLC History No change 38,464 2,823 1.9% 1.9% 735 0 0.0% Q2 2026 Jul 30, 2026
RW Investment Management LLC History No change 38,301 2,811 0.25% 0.25% 736 0 0.0% Q2 2026 Aug 06, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 38,280 2,810 0.1% 0.1% 737 0 0.0% Q2 2026 Jul 13, 2026
Talon Private Wealth, LLC History No change 37,694 2,767 0.32% 0.32% 738 0 0.0% Q2 2026 Sep 11, 2026
Sincerus Advisory, LLC History Added to 39,207 2,750 1.79% 1.04% 739 +18,427 88.68% Q3 2026 Oct 08, 2026
Prime Buchholz LLC History No change 37,437 2,748 0.99% 0.99% 740 0 0.0% Q2 2026 Aug 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 37,292 2,737 1.47% 1.47% 741 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Family Advisors, LLC History No change 36,942 2,711 1.14% 1.14% 742 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 36,860 2,705 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 36,525 2,681 0.21% 0.21% 744 0 0.0% Q2 2026 Aug 13, 2026
HFG Advisors, Inc. History No change 36,500 2,679 1.67% 1.67% 745 0 0.0% Q2 2026 Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 36,296 2,664 0.27% 0.27% 746 0 0.0% Q2 2026 Sep 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 36,255 2,661 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 14, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 36,164 2,654 0.42% 0.42% 748 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 36,068 2,647 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 36,070 2,647 0.02% 0.02% 750 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History Added to 37,665 2,642 0.59% 0.57% 751 +3,528 10.33% Q3 2026 Oct 08, 2026
Brookwood Investment Group LLC History No change 35,426 2,600 0.29% 0.29% 752 0 0.0% Q2 2026 Jul 23, 2026
Topor & Co. Korea History No change 35,239 2,586 2.04% 2.04% 753 0 0.0% Q2 2026 Jul 08, 2026
Hegarty Advisors, LLC History No change 35,099 2,576 1.77% 1.77% 754 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History No change 35,069 2,574 0.04% 0.04% 755 0 0.0% Q2 2026 Jul 13, 2026
Centennial Advisors, LLC History No change 35,044 2,572 3.07% 3.07% 756 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 34,907 2,562 0.04% 0.04% 757 0 0.0% Q2 2026 Aug 11, 2026
Westerkirk Capital Inc. History No change 34,850 2,558 0.25% 0.25% 758 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 34,844 2,557 0.08% 0.08% 759 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 35,037 2,540 0.06% 0.06% 760 0 0.0% Q2 2026 Jul 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 34,590 2,539 0.25% 0.25% 761 0 0.0% Q2 2026 Jul 31, 2026
NVWM, LLC History No change 34,372 2,523 0.51% 0.51% 762 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 34,151 2,507 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 34,107 2,503 0.07% 0.07% 764 0 0.0% Q2 2026 Aug 04, 2026
Investment Advisory Group, LLC History No change 34,104 2,503 0.54% 0.54% 765 0 0.0% Q2 2026 Aug 06, 2026
Planning Project LLC History No change 34,576 2,497 0.5% 0.5% 766 0 0.0% Q2 2026 Sep 01, 2026
Sellwood Investment Partners LLC History No change 33,779 2,479 0.87% 0.87% 767 0 0.0% Q2 2026 Jul 27, 2026
Wheelhouse Advisory Group LLC History No change 33,649 2,470 0.7% 0.7% 768 0 0.0% Q2 2026 Jul 23, 2026
RESTON WEALTH MANAGEMENT LLC History No change 33,411 2,452 0.66% 0.66% 769 0 0.0% Q2 2026 Jul 23, 2026
Traveka Wealth, LLC History No change 33,353 2,448 0.81% 0.81% 770 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 33,314 2,445 0.01% 0.01% 771 0 0.0% Q2 2026 Aug 03, 2026
Strategies Wealth Advisors, LLC History No change 33,070 2,427 0.22% 0.22% 772 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 33,000 2,422 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 32,958 2,419 0.73% 0.73% 774 0 0.0% Q2 2026 Jul 15, 2026
Yukon Wealth Management, Inc. History No change 32,601 2,393 0.68% 0.68% 775 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 32,462 2,383 0.13% 0.13% 776 0 0.0% Q2 2026 Aug 12, 2026
Fort Henry Capital, LLC History No change 32,178 2,362 1.3% 1.3% 777 0 0.0% Q2 2026 Jul 15, 2026
Independent Wealth Network Inc. History No change 32,045 2,352 0.6% 0.6% 778 0 0.0% Q2 2026 Jul 20, 2026
Passive Capital Management, LLC. History No change 31,722 2,349 0.73% 0.73% 779 0 0.0% Q2 2026 Aug 10, 2026
CUMBERLAND ADVISORS INC History No change 31,980 2,347 0.83% 0.83% 780 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 32,468 2,342 0.13% 0.13% 781 0 0.0% Q2 2026 Aug 05, 2026
KFA Private Wealth Group, LLC History Added to 33,134 2,324 0.55% 0.5% 782 +4,780 16.86% Q3 2026 Oct 07, 2026
American Trust History No change 31,632 2,322 0.18% 0.18% 783 0 0.0% Q2 2026 Aug 14, 2026
TABR Capital Management, LLC History No change 31,416 2,306 1.96% 1.96% 784 0 0.0% Q2 2026 Jul 24, 2026
Thrive Capital Management, LLC History No change 31,402 2,305 0.43% 0.43% 785 0 0.0% Q2 2026 Aug 05, 2026
HTG Investment Advisors, Inc. History No change 31,103 2,283 0.59% 0.59% 786 0 0.0% Q2 2026 Aug 06, 2026
Balentine LLC History No change 31,086 2,281 0.08% 0.08% 787 0 0.0% Q2 2026 Aug 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 31,039 2,278 0.04% 0.04% 788 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Partners, LLC History No change 31,044 2,278 0.32% 0.32% 789 0 0.0% Q2 2026 Aug 03, 2026
5T Wealth, LLC History No change 31,023 2,277 0.85% 0.85% 790 0 0.0% Q2 2026 Jul 21, 2026
Sloy Dahl & Holst, LLC History No change 31,002 2,275 0.28% 0.28% 791 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 30,892 2,267 0.55% 0.55% 792 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 30,324 2,227 0.05% 0.05% 793 0 0.0% Q2 2026 Aug 05, 2026
Southland Equity Partners LLC History No change 30,140 2,212 0.39% 0.39% 794 0 0.0% Q2 2026 Jul 13, 2026
Gordian Advisors LLC History No change 29,976 2,200 1.29% 1.29% 795 0 0.0% Q2 2026 Aug 04, 2026
Crusonia Wealth Advisors LLC History No change 29,847 2,191 0.36% 0.36% 796 0 0.0% Q2 2026 Jul 30, 2026
Neuberger Berman Group LLC History No change 29,831 2,189 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 29,824 2,189 0.27% 0.27% 798 0 0.0% Q2 2026 Aug 11, 2026
Applied Capital LLC History No change 29,661 2,177 0.7% 0.7% 799 0 0.0% Q2 2026 Jul 21, 2026
Silver Coast Investments LLC History No change 29,561 2,170 0.65% 0.65% 800 0 0.0% Q2 2026 Jul 24, 2026
Regal Investment Advisors LLC History No change 29,522 2,167 0.11% 0.11% 801 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Management, Inc. History No change 29,387 2,157 0.66% 0.66% 802 0 0.0% Q2 2026 Jul 15, 2026
Moneda S.A. Administradora General de Fondos History No change 29,276 2,149 1.76% 1.76% 803 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 29,188 2,142 0.18% 0.18% 804 0 0.0% Q2 2026 Aug 12, 2026
Banco BTG Pactual S.A. History No change 29,112 2,137 0.18% 0.18% 805 0 0.0% Q2 2026 Aug 07, 2026
Vontobel Holding Ltd. History No change 29,050 2,132 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 03, 2026
FC Advisory LLC History Reduced 30,330 2,127 0.56% 0.65% 807 -3,159 -9.43% Q3 2026 Oct 05, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 28,940 2,124 0.54% 0.54% 808 0 0.0% Q2 2026 Jul 15, 2026
GW&K Investment Management, LLC History No change 28,906 2,122 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 28,790 2,113 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 28,764 2,111 0.05% 0.05% 811 0 0.0% Q2 2026 Jul 17, 2026
DiPaolo Financial Group, Inc. History No change 28,707 2,107 1.38% 1.38% 812 0 0.0% Q2 2026 Jul 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 28,701 2,106 0.13% 0.13% 813 0 0.0% Q2 2026 Jul 31, 2026
Daybright Advisory Services, Inc. History No change 29,101 2,101 0.5% 0.5% 814 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 28,475 2,090 0.1% 0.1% 815 0 0.0% Q2 2026 Jul 23, 2026
Novak & Powell Financial Services, Inc. History No change 28,450 2,088 0.98% 0.98% 816 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 28,426 2,086 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 14, 2026
REDW Wealth LLC History No change 28,239 2,073 0.74% 0.74% 818 0 0.0% Q2 2026 Jul 30, 2026
Guardian Asset Advisors, LLC History No change 28,230 2,072 0.96% 0.96% 819 0 0.0% Q2 2026 Jul 21, 2026
Legacy PCG, LLC History No change 28,572 2,061 9.96% 9.96% 820 0 0.0% Q2 2026 Aug 12, 2026
BCS Private Wealth Management, Inc. History No change 28,065 2,060 0.62% 0.62% 821 0 0.0% Q2 2026 Jul 31, 2026
Diversified Enterprises, LLC History No change 28,049 2,059 0.1% 0.1% 822 0 0.0% Q2 2026 Jul 31, 2026
Allegiance Financial Group Advisory Services LLC History No change 27,989 2,054 0.36% 0.36% 823 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 27,891 2,047 0.04% 0.04% 824 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History No change 29,138 2,044 0.03% 0.03% 825 0 0.0% Q3 2026 Oct 05, 2026
Joel Adams & Associates, Inc. History No change 27,792 2,040 1.31% 1.31% 826 0 0.0% Q2 2026 Aug 06, 2026
Premier Private Wealth Management LLC History No change 27,695 2,033 1.78% 1.78% 827 0 0.0% Q2 2026 Aug 13, 2026
Equity Wealth Partners, LLC History No change 27,689 2,032 0.73% 0.73% 828 0 0.0% Q2 2026 Jul 27, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 29,763 2,030 1.52% 1.52% 829 0 0.0% Q2 2026 Jul 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 27,545 2,022 0.1% 0.1% 830 0 0.0% Q2 2026 Jul 20, 2026
SHUTTLEWORTH & Co History No change 27,475 2,016 1.61% 1.61% 831 0 0.0% Q2 2026 Aug 05, 2026
Plum Street Advisors, LLC History No change 27,268 2,001 0.64% 0.64% 832 0 0.0% Q2 2026 Aug 13, 2026
STAGE HARBOR FINANCIAL, LLC History No change 27,165 1,994 1.15% 1.15% 833 0 0.0% Q2 2026 Aug 07, 2026
MEITAV INVESTMENT HOUSE LTD History No change 27,082 1,984 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 27,194 1,978 0.19% 0.19% 835 0 0.0% Q2 2026 Jul 14, 2026
Beaumont Financial Advisors, LLC History No change 26,758 1,964 0.13% 0.13% 836 0 0.0% Q2 2026 Aug 04, 2026
UPTICK PARTNERS, LLC History No change 26,759 1,964 0.31% 0.31% 837 0 0.0% Q2 2026 Aug 10, 2026
Patriot Financial Group Insurance Agency, LLC History No change 26,711 1,961 0.2% 0.2% 838 0 0.0% Q2 2026 Jul 16, 2026
Bonfire Financial History No change 26,580 1,951 1.25% 1.25% 839 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 26,549 1,948 2.13% 2.13% 840 0 0.0% Q2 2026 Aug 14, 2026
FAGAN ASSOCIATES, INC. History No change 26,521 1,946 0.24% 0.24% 841 0 0.0% Q2 2026 Aug 04, 2026
PAX Financial Group, LLC History No change 26,492 1,944 0.29% 0.29% 842 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 26,396 1,937 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 26,191 1,922 0.06% 0.06% 844 0 0.0% Q2 2026 Jul 31, 2026
Synergy Investment Management, LLC History No change 26,272 1,921 0.46% 0.46% 845 0 0.0% Q2 2026 Aug 14, 2026
Pacifica Partners Inc. History Added to 27,404 1,920 0.58% 0.11% 846 +22,280 434.82% Q3 2026 Oct 08, 2026
Overbrook Management Corp History Added to 27,271 1,913 0.3% 0.29% 847 +852 3.22% Q3 2026 Oct 08, 2026
Krane Financial Solutions LLC History No change 26,012 1,909 1.18% 1.18% 848 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 25,999 1,908 0.05% 0.05% 849 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 25,881 1,899 0.15% 0.15% 850 0 0.0% Q2 2026 Aug 03, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 25,833 1,896 0.47% 0.47% 851 0 0.0% Q2 2026 Jul 24, 2026
Endowment Wealth Management, Inc. History No change 25,778 1,892 0.73% 0.73% 852 0 0.0% Q2 2026 Aug 05, 2026
Quotient Wealth Partners, LLC History No change 25,740 1,889 0.04% 0.04% 853 0 0.0% Q2 2026 Aug 03, 2026
Evensky & Katz LLC History No change 25,620 1,881 0.1% 0.1% 854 0 0.0% Q2 2026 Jul 22, 2026
BLAIR WILLIAM & CO/IL History No change 25,602 1,879 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 11, 2026
First International Bank of Israel Ltd. History No change 25,420 1,866 0.51% 0.51% 856 0 0.0% Q2 2026 Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 25,411 1,865 0.03% 0.03% 857 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 25,405 1,864 0.23% 0.23% 858 0 0.0% Q2 2026 Jul 14, 2026
Eley Financial Management, Inc History No change 25,168 1,847 0.6% 0.6% 859 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 24,950 1,831 0.11% 0.11% 860 0 0.0% Q2 2026 Jul 08, 2026
Boston Standard Wealth Management, LLC History Reduced 26,060 1,828 0.26% 5.88% 861 -527,949 -95.3% Q3 2026 Oct 07, 2026
RBA Wealth Management, LLC History No change 24,910 1,828 0.67% 0.67% 862 0 0.0% Q2 2026 Jul 23, 2026
Gryphon Financial Partners LLC History No change 24,872 1,825 0.16% 0.16% 863 0 0.0% Q2 2026 Aug 05, 2026
Net Worth Advisory Group History No change 24,845 1,823 0.46% 0.46% 864 0 0.0% Q2 2026 Jul 13, 2026
SEVEN MILE ADVISORY History No change 24,624 1,807 1.21% 1.21% 865 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 24,575 1,804 0.02% 0.02% 866 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 24,532 1,800 0.24% 0.24% 867 0 0.0% Q2 2026 Jul 27, 2026
Bath Savings Trust Co History Reduced 25,577 1,794 0.19% 0.24% 868 -5,924 -18.81% Q3 2026 Oct 07, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 24,267 1,781 0.19% 0.19% 869 0 0.0% Q2 2026 Aug 12, 2026
Vigilare Wealth Management History No change 24,189 1,775 0.54% 0.54% 870 0 0.0% Q2 2026 Jul 06, 2026
CULBERTSON A N & CO INC History No change 24,179 1,774 0.21% 0.21% 871 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON TRUST Co History No change 24,040 1,764 0.05% 0.05% 872 0 0.0% Q2 2026 Aug 03, 2026
Evanson Financial, LLC History No change 24,016 1,763 0.09% 0.09% 873 0 0.0% Q2 2026 Jul 07, 2026
Bell Investment Advisors, Inc History No change 24,012 1,762 0.26% 0.26% 874 0 0.0% Q2 2026 Aug 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 23,987 1,760 0.24% 0.24% 875 0 0.0% Q2 2026 Jul 20, 2026
WealthCare Investment Partners, LLC History No change 23,911 1,755 0.43% 0.43% 876 0 0.0% Q2 2026 Aug 10, 2026
TME FINANCIAL, INC. History No change 23,770 1,744 1.08% 1.08% 877 0 0.0% Q2 2026 Jul 23, 2026
WEBSTER BANK, N. A. History No change 23,753 1,743 0.15% 0.15% 878 0 0.0% Q2 2026 Jul 20, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 23,580 1,731 0.39% 0.39% 879 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 23,478 1,723 0.11% 0.11% 880 0 0.0% Q2 2026 Aug 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 23,736 1,717 0.56% 0.56% 881 0 0.0% Q2 2026 Aug 13, 2026
Pearl Planning LLC History No change 23,389 1,717 0.79% 0.79% 882 0 0.0% Q2 2026 Jul 21, 2026
Tandem Wealth Advisors LLC History No change 23,241 1,706 0.68% 0.68% 883 0 0.0% Q2 2026 Aug 13, 2026
Old Peak Finance LLC History No change 23,214 1,704 0.82% 0.82% 884 0 0.0% Q2 2026 Aug 03, 2026
NBH Bank History No change 23,197 1,702 0.72% 0.72% 885 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 23,005 1,688 0.08% 0.08% 886 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 22,920 1,682 0.34% 0.34% 887 0 0.0% Q2 2026 Jul 17, 2026
Advisory Solutions Group, LLC History No change 22,926 1,682 0.57% 0.57% 888 0 0.0% Q2 2026 Jul 29, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 23,960 1,680 0.27% 0.15% 890 +11,411 90.93% Q3 2026 Oct 08, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 22,888 1,680 0.26% 0.26% 889 0 0.0% Q2 2026 Aug 06, 2026
Disciplined Investors, L.L.C. History No change 22,764 1,671 0.84% 0.84% 891 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 22,723 1,668 1.4% 1.4% 892 0 0.0% Q2 2026 Aug 03, 2026
Linscomb Wealth, Inc. History No change 22,669 1,664 0.07% 0.07% 893 0 0.0% Q2 2026 Jul 31, 2026
Nikulski Financial, Inc. History No change 22,673 1,664 0.36% 0.36% 894 0 0.0% Q2 2026 Jul 28, 2026
OpenArc Corporate Advisory, LLC History No change 22,626 1,660 0.02% 0.02% 895 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 22,500 1,651 0.08% 0.08% 896 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History No change 22,450 1,648 0.08% 0.08% 897 0 0.0% Q2 2026 Jul 21, 2026
Peak Retirement Planning, Inc. History No change 22,346 1,640 0.26% 0.26% 898 0 0.0% Q2 2026 Aug 10, 2026
Chicago Capital, LLC History No change 22,195 1,629 0.04% 0.04% 899 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 22,115 1,623 0.09% 0.09% 900 0 0.0% Q2 2026 Aug 11, 2026
Keystone Wealth Services, LLC History No change 22,105 1,622 0.3% 0.3% 901 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Co / SC History No change 22,043 1,618 0.2% 0.2% 902 0 0.0% Q2 2026 Aug 11, 2026
Apeiron RIA LLC History Added to 22,972 1,610 0.37% 0.33% 903 +5,706 33.05% Q3 2026 Oct 08, 2026
PFG Investments, LLC History No change 21,906 1,608 0.06% 0.06% 904 0 0.0% Q2 2026 Jul 23, 2026
Evolution Wealth Advisors, LLC History No change 21,780 1,598 0.19% 0.19% 905 0 0.0% Q2 2026 Jul 29, 2026
Clear Creek Financial Management, LLC History No change 21,707 1,593 0.1% 0.1% 906 0 0.0% Q2 2026 Jul 27, 2026
SELDON CAPITAL LP History No change 21,582 1,584 0.5% 0.5% 907 0 0.0% Q2 2026 Aug 14, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 21,578 1,584 0.39% 0.39% 908 0 0.0% Q2 2026 Jul 28, 2026
Three Arch Wealth Management LLC History No change 21,572 1,583 0.24% 0.24% 909 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 21,557 1,582 0.19% 0.19% 910 0 0.0% Q2 2026 Jul 20, 2026
Burkett Asset Management Ltd History No change 21,545 1,581 1.48% 1.48% 911 0 0.0% Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History No change 21,525 1,580 0.86% 0.86% 912 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Reduced 22,500 1,578 0.1% 0.12% 913 -2,952 -11.6% Q3 2026 Oct 08, 2026
Robertson Stephens Wealth Management, LLC History No change 21,317 1,564 0.04% 0.04% 914 0 0.0% Q2 2026 Jul 29, 2026
Pacific Asset Management, LLC History No change 21,228 1,558 0.76% 0.76% 915 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 21,051 1,545 0.06% 0.06% 916 0 0.0% Q2 2026 Jul 21, 2026
CITADEL ADVISORS LLC History No change 21,000 1,541 0.0% 0.0% 917 0 0.0% Q2 2026 Sep 02, 2026
Aegis Wealth Management LLC History No change 20,950 1,537 0.72% 0.72% 918 0 0.0% Q2 2026 Aug 07, 2026
Freestone Capital Holdings, LLC History No change 20,920 1,535 0.04% 0.04% 919 0 0.0% Q2 2026 Jul 31, 2026
Clark Asset Management, LLC History No change 20,883 1,533 0.12% 0.12% 920 0 0.0% Q2 2026 Jul 07, 2026
Ballast Financial Advisors LLC History No change 20,870 1,532 1.39% 1.39% 921 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 20,794 1,526 0.08% 0.08% 922 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 20,722 1,521 0.1% 0.1% 923 0 0.0% Q2 2026 Aug 14, 2026
Navigate Wealth Management, LLC History No change 20,758 1,512 0.94% 0.94% 924 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 20,578 1,510 0.12% 0.12% 925 0 0.0% Q2 2026 Jul 28, 2026
BURNS J W & CO INC/NY History No change 20,495 1,504 0.16% 0.16% 926 0 0.0% Q2 2026 Jul 15, 2026
BLALOCK WILLIAMS, LLC History No change 20,484 1,503 0.97% 0.97% 927 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 20,539 1,501 0.07% 0.07% 928 0 0.0% Q2 2026 Jul 28, 2026
Red Wave Investments LLC History No change 20,329 1,492 0.38% 0.38% 929 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History No change 20,216 1,484 0.16% 0.16% 930 0 0.0% Q2 2026 Jul 22, 2026
MBA Advisors LLC History No change 20,212 1,483 0.5% 0.5% 931 0 0.0% Q2 2026 Jul 28, 2026
FIRST UNITED BANK & TRUST History No change 20,184 1,481 0.43% 0.43% 932 0 0.0% Q2 2026 Jul 20, 2026
Tillman Hartley LLC History No change 20,140 1,478 0.33% 0.33% 933 0 0.0% Q2 2026 Aug 06, 2026
FAMILY WEALTH PARTNERS, LLC History No change 20,111 1,476 0.45% 0.45% 934 0 0.0% Q2 2026 Jul 10, 2026
Ketron Financial History No change 20,029 1,470 0.46% 0.46% 935 0 0.0% Q2 2026 Aug 05, 2026
Bryant Woods Investment Advisors, LLC History No change 19,854 1,457 0.41% 0.41% 936 0 0.0% Q2 2026 Jul 22, 2026
Xcel Wealth Management, LLC History No change 19,667 1,443 0.34% 0.34% 937 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 19,570 1,436 0.07% 0.07% 938 0 0.0% Q2 2026 Jul 23, 2026
Arrowroot Family Office, LLC History No change 19,559 1,435 0.41% 0.41% 939 0 0.0% Q2 2026 Aug 06, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 19,534 1,433 0.52% 0.52% 940 0 0.0% Q2 2026 Aug 07, 2026
Carrera Capital Advisors History No change 19,471 1,429 0.21% 0.21% 941 0 0.0% Q2 2026 Aug 03, 2026
Wealth Management Nebraska History No change 19,469 1,429 0.13% 0.13% 942 0 0.0% Q2 2026 Jul 27, 2026
BANQUE PICTET & CIE SA History No change 19,426 1,426 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 19,367 1,422 0.04% 0.04% 944 0 0.0% Q2 2026 Jul 28, 2026
Ruedi Wealth Management, Inc. History No change 19,331 1,419 0.33% 0.33% 945 0 0.0% Q2 2026 Jul 29, 2026
Private Capital Management, LLC History No change 19,190 1,408 0.12% 0.12% 946 0 0.0% Q2 2026 Aug 14, 2026
Bucket List Wealth Management, LLC History No change 19,179 1,407 0.69% 0.69% 947 0 0.0% Q2 2026 Jul 16, 2026
Meridian Wealth Partners, LLC History No change 19,139 1,404 0.17% 0.17% 948 0 0.0% Q2 2026 Aug 12, 2026
Sidoxia Capital Management, LLC History No change 19,070 1,399 1.03% 1.03% 949 0 0.0% Q2 2026 Jul 24, 2026
Innovative Wealth Building LLC History No change 18,953 1,391 0.81% 0.81% 950 0 0.0% Q2 2026 Jul 23, 2026
Pitti Group Wealth Management, LLC History No change 18,932 1,389 1.01% 1.01% 951 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 18,592 1,365 0.22% 0.22% 952 0 0.0% Q2 2026 Aug 04, 2026
Creekside Partners History No change 18,590 1,364 0.49% 0.49% 953 0 0.0% Q2 2026 Jul 30, 2026
William Mack & Associates, Inc. History No change 18,540 1,361 0.48% 0.48% 954 0 0.0% Q2 2026 Jul 10, 2026
Abound Wealth Management History No change 18,406 1,351 0.27% 0.27% 955 0 0.0% Q2 2026 Jul 10, 2026
SilverOak Wealth Management LLC History No change 18,355 1,347 0.17% 0.17% 956 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 18,361 1,347 0.18% 0.18% 957 0 0.0% Q2 2026 Aug 10, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 18,301 1,343 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 14, 2026
Petersen Hastings Wealth Advisors Inc. History No change 18,230 1,338 0.11% 0.11% 959 0 0.0% Q2 2026 Jul 17, 2026
Trinity Wealth Management, LLC History No change 18,216 1,337 0.42% 0.42% 960 0 0.0% Q2 2026 Jul 07, 2026
GARRISON POINT ADVISORS, LLC History No change 18,152 1,332 0.54% 0.54% 961 0 0.0% Q2 2026 Jul 31, 2026
Simplicity Wealth,LLC History No change 18,131 1,330 0.04% 0.04% 962 0 0.0% Q2 2026 Aug 06, 2026
Roger Wittlin Investment Advisory, LLC History No change 18,107 1,329 1.04% 1.04% 963 0 0.0% Q2 2026 Jul 17, 2026
NorthCrest Asset Manangement, LLC History No change 18,195 1,325 0.03% 0.03% 964 0 0.0% Q2 2026 Jul 15, 2026
Legacy Advisors, LLC History No change 17,944 1,317 0.12% 0.12% 965 0 0.0% Q2 2026 Jul 24, 2026
DecisionPoint Financial, LLC History No change 18,008 1,315 0.24% 0.24% 966 0 0.0% Q2 2026 Aug 05, 2026
Elevate Capital Advisors, LLC History No change 17,892 1,313 0.72% 0.72% 967 0 0.0% Q2 2026 Jul 31, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 17,800 1,306 0.21% 0.21% 968 0 0.0% Q2 2026 Jul 23, 2026
Shakespeare Wealth Management, LLC History No change 17,669 1,297 0.34% 0.34% 969 0 0.0% Q2 2026 Jul 20, 2026
AlphaCore Capital LLC History No change 17,661 1,296 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 17,648 1,295 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 17,613 1,292 0.19% 0.19% 972 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17,520 1,280 0.08% 0.08% 973 0 0.0% Q2 2026 Jul 22, 2026
CASCADE INVESTMENT GROUP, INC. History No change 17,436 1,279 0.72% 0.72% 974 0 0.0% Q2 2026 Jul 23, 2026
Quadrature Capital Ltd History No change 17,436 1,279 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 06, 2026
Chesapeake Wealth Management History No change 17,347 1,273 0.36% 0.36% 976 0 0.0% Q2 2026 Aug 13, 2026
Investment Research & Advisory Group, Inc. History No change 17,152 1,259 0.39% 0.39% 977 0 0.0% Q2 2026 Jul 23, 2026
BCGM Wealth Management, LLC History No change 17,048 1,251 0.26% 0.26% 978 0 0.0% Q2 2026 Aug 04, 2026
American Investment Services, Inc. History No change 16,991 1,247 0.26% 0.26% 979 0 0.0% Q2 2026 Aug 12, 2026
Madden Advisory Services, Inc. History No change 16,988 1,247 0.45% 0.45% 980 0 0.0% Q2 2026 Aug 04, 2026
Madrid Wealth Management, LLC History No change 16,907 1,241 0.81% 0.81% 981 0 0.0% Q2 2026 Jul 31, 2026
eCIO, Inc. History No change 16,890 1,239 0.35% 0.35% 982 0 0.0% Q2 2026 Jul 27, 2026
FIRST MANHATTAN CO. LLC. History No change 16,858 1,237 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 14, 2026
Cogent Private Wealth, Inc. History No change 16,838 1,236 0.77% 0.77% 984 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 16,744 1,229 0.05% 0.05% 985 0 0.0% Q2 2026 Jul 22, 2026
Grandview Asset Management LLC History No change 16,636 1,221 0.3% 0.3% 986 0 0.0% Q2 2026 Jul 24, 2026
Integrity Wealth Solutions LLC History No change 16,602 1,218 0.45% 0.45% 987 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16,408 1,203 0.12% 0.12% 988 0 0.0% Q2 2026 Aug 13, 2026
STRATEGY ASSET MANAGERS LLC History No change 16,387 1,202 0.18% 0.18% 989 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 16,385 1,202 0.25% 0.25% 990 0 0.0% Q2 2026 Jul 15, 2026
MN Wealth Advisors, LLC History No change 16,379 1,202 0.51% 0.51% 991 0 0.0% Q2 2026 Jul 23, 2026
Arete Wealth Advisors, LLC History No change 16,351 1,200 0.08% 0.08% 992 0 0.0% Q2 2026 Aug 12, 2026
LexAurum Advisors, LLC History No change 16,347 1,200 0.14% 0.14% 993 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 16,240 1,192 0.05% 0.05% 994 0 0.0% Q2 2026 Aug 14, 2026
Journey Advisory Group, LLC History No change 16,166 1,186 0.09% 0.09% 995 0 0.0% Q2 2026 Aug 04, 2026
Strategic Financial Planning, Inc. History No change 16,124 1,183 0.62% 0.62% 996 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 16,087 1,180 0.73% 0.73% 997 0 0.0% Q2 2026 Aug 10, 2026
Centurion Wealth Management LLC History No change 16,045 1,177 0.28% 0.28% 998 0 0.0% Q2 2026 Jul 09, 2026
McAdam, LLC History No change 16,029 1,176 0.05% 0.05% 999 0 0.0% Q2 2026 Aug 04, 2026
Wealth Group Ltd History Reduced 16,772 1,173 0.22% 0.25% 1001 -796 -4.53% Q3 2026 Oct 07, 2026
NBT BANK, N.A. History No change 15,987 1,173 0.08% 0.08% 1000 0 0.0% Q2 2026 Jul 29, 2026
VestGen Investment Management History No change 15,898 1,167 0.62% 0.62% 1002 0 0.0% Q2 2026 Jul 31, 2026
Integrated Advisors Network LLC History No change 15,894 1,166 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15,798 1,159 0.06% 0.06% 1004 0 0.0% Q2 2026 Jul 28, 2026
SWMG, LLC History No change 15,867 1,153 0.27% 0.27% 1005 0 0.0% Q2 2026 Jul 15, 2026
Legacy Financial Strategies, LLC History No change 15,663 1,149 0.18% 0.18% 1006 0 0.0% Q2 2026 Jul 21, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 15,662 1,149 0.15% 0.15% 1007 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 15,644 1,148 0.1% 0.1% 1008 0 0.0% Q2 2026 Jul 16, 2026
Ted Buchan & Co History No change 15,486 1,136 0.37% 0.37% 1009 0 0.0% Q2 2026 Jul 23, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 15,400 1,130 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 15,349 1,126 0.05% 0.05% 1011 0 0.0% Q2 2026 Jul 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 15,332 1,125 0.11% 0.11% 1012 0 0.0% Q2 2026 Jul 22, 2026
Baron Wealth Management LLC History No change 15,285 1,122 0.29% 0.29% 1013 0 0.0% Q2 2026 Jul 07, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 15,267 1,120 0.09% 0.09% 1014 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 15,250 1,119 0.44% 0.44% 1015 0 0.0% Q2 2026 Jul 14, 2026
First American Bank History No change 15,226 1,117 0.06% 0.06% 1016 0 0.0% Q2 2026 Jul 15, 2026
DecisionMap Wealth Management, LLC History No change 15,211 1,116 0.62% 0.62% 1017 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY ADVISORS, INC. History No change 15,210 1,116 0.75% 0.75% 1018 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 15,111 1,109 0.21% 0.21% 1019 0 0.0% Q2 2026 Jul 31, 2026
Piedmont Capital Management, LLC History No change 15,154 1,107 0.56% 0.56% 1020 0 0.0% Q2 2026 Aug 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 15,074 1,106 0.17% 0.17% 1021 0 0.0% Q2 2026 Jul 29, 2026
Life Planning Partners, Inc History No change 15,039 1,104 0.82% 0.82% 1022 0 0.0% Q2 2026 Jul 21, 2026
VERITY Wealth Advisors History No change 15,022 1,102 0.67% 0.67% 1023 0 0.0% Q2 2026 Jul 16, 2026
REICON WEALTH ADVISORS, LLC History No change 15,005 1,101 0.68% 0.68% 1024 0 0.0% Q2 2026 Jul 29, 2026
BRIGHTON JONES LLC History No change 14,920 1,095 0.02% 0.02% 1025 0 0.0% Q2 2026 Aug 11, 2026
ARK & TLK INVESTMENTS, LLC History No change 14,924 1,095 0.27% 0.27% 1026 0 0.0% Q2 2026 Jul 20, 2026
Gambit Capital Management, LLC History No change 14,789 1,085 0.63% 0.63% 1027 0 0.0% Q2 2026 Aug 11, 2026
Wick Capital Partners, LLC History No change 11,117 1,084 0.16% 0.16% 1028 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 14,731 1,081 0.01% 0.01% 1029 0 0.0% Q2 2026 Aug 12, 2026
Kings Path Partners LLC History No change 14,632 1,074 0.29% 0.29% 1030 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY TRUST CO History No change 14,611 1,072 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 14,602 1,071 0.07% 0.07% 1032 0 0.0% Q2 2026 Jul 07, 2026
Midwest Trust Co History No change 14,566 1,069 0.01% 0.01% 1033 0 0.0% Q2 2026 Aug 04, 2026
JHP Wealth Management, LLC History No change 14,561 1,068 0.87% 0.87% 1034 0 0.0% Q2 2026 Jul 30, 2026
Quantum Financial Planning Services, Inc. History No change 14,467 1,062 0.33% 0.33% 1035 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Solutions, Inc. /IL History No change 14,344 1,052 0.24% 0.24% 1036 0 0.0% Q2 2026 Jul 08, 2026
Decker Retirement Planning Inc. History No change 14,331 1,052 0.36% 0.36% 1037 0 0.0% Q2 2026 Jul 16, 2026
Traynor Capital Management, Inc. History No change 14,229 1,044 0.05% 0.05% 1038 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Group, LLC History No change 14,218 1,043 0.08% 0.08% 1039 0 0.0% Q2 2026 Aug 10, 2026
HCR Wealth Advisors History No change 14,215 1,043 0.09% 0.09% 1040 0 0.0% Q2 2026 Jul 13, 2026
BCS Wealth Management History No change 14,219 1,043 0.19% 0.19% 1041 0 0.0% Q2 2026 Jul 16, 2026
TOWER TRUST & INVESTMENT Co History No change 14,164 1,039 0.63% 0.63% 1042 0 0.0% Q2 2026 Jul 09, 2026
TWO SIGMA SECURITIES, LLC History No change 14,106 1,035 0.09% 0.09% 1043 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 14,095 1,034 0.24% 0.24% 1044 0 0.0% Q2 2026 Jul 27, 2026
Crestwood Advisors Group, LLC History No change 14,035 1,030 0.02% 0.02% 1045 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Advisory Group L.L.C. History No change 14,037 1,030 0.39% 0.39% 1046 0 0.0% Q2 2026 Jul 22, 2026
Nilsine Partners, LLC History No change 14,004 1,028 0.07% 0.07% 1047 0 0.0% Q2 2026 Jul 24, 2026
BAM Wealth Management, LLC History No change 13,973 1,025 0.64% 0.64% 1048 0 0.0% Q2 2026 Jul 14, 2026
J. M. Brown & Associates Inc. History No change 13,962 1,024 0.59% 0.59% 1049 0 0.0% Q2 2026 Jul 23, 2026
Hendershot Investments Inc. History No change 13,926 1,022 0.13% 0.13% 1050 0 0.0% Q2 2026 Aug 12, 2026
Impact Capital Partners LLC History No change 13,918 1,021 0.28% 0.28% 1051 0 0.0% Q2 2026 Jul 14, 2026
Americana Partners, LLC History No change 13,840 1,016 0.02% 0.02% 1052 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,797 1,012 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 28, 2026
ARROW FINANCIAL CORP History No change 13,739 1,008 0.09% 0.09% 1054 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 13,597 998 0.03% 0.03% 1055 0 0.0% Q2 2026 Jul 15, 2026
NOVEM GROUP History No change 13,550 994 0.1% 0.1% 1056 0 0.0% Q2 2026 Jul 21, 2026
Sharp Wealth Advisory, LLC History No change 13,418 984 0.46% 0.46% 1057 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Group LLC History No change 13,378 982 0.11% 0.11% 1058 0 0.0% Q2 2026 Aug 05, 2026
Buck Wealth Strategies, LLC History No change 13,358 980 0.1% 0.1% 1059 0 0.0% Q2 2026 Jul 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 13,348 979 0.01% 0.01% 1060 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 13,334 978 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 13,328 978 0.56% 0.56% 1062 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 13,199 968 0.05% 0.05% 1063 0 0.0% Q2 2026 Jul 29, 2026
DELTA FINANCIAL ADVISORS LLC History No change 13,032 956 0.23% 0.23% 1064 0 0.0% Q2 2026 Aug 05, 2026
Sara-Bay Financial History No change 13,000 954 0.25% 0.25% 1065 0 0.0% Q2 2026 Jul 17, 2026
HARMONY ASSET MANAGEMENT LLC History No change 12,989 953 0.26% 0.26% 1066 0 0.0% Q2 2026 Jul 20, 2026
Avise Financial Cooperative, Inc. History No change 12,955 950 0.67% 0.67% 1067 0 0.0% Q2 2026 Aug 06, 2026
GENESIS PRIVATE WEALTH, LLC History No change 12,842 942 0.26% 0.26% 1068 0 0.0% Q2 2026 Jul 13, 2026
Meramec Financial Planners, LLC History No change 12,952 938 0.34% 0.34% 1069 0 0.0% Q2 2026 Jul 28, 2026
WealthShield Partners, LLC History No change 12,775 937 0.14% 0.14% 1070 0 0.0% Q2 2026 Aug 12, 2026
Accelerate Investment Advisors LLC History No change 12,769 937 0.54% 0.54% 1071 0 0.0% Q2 2026 Aug 12, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 12,735 934 0.25% 0.25% 1072 0 0.0% Q2 2026 Jul 16, 2026
FWG Investments, LLC. History No change 12,713 933 0.49% 0.49% 1073 0 0.0% Q2 2026 Jul 28, 2026
Financial Symmetry Inc History New 13,298 932 0.3% — 1075 +13,298 New Q3 2026 Oct 06, 2026
OBSIDIAN CIO, LLC History No change 12,706 932 0.69% 0.69% 1074 0 0.0% Q2 2026 Aug 03, 2026
Mission Creek Capital Partners, Inc. History No change 12,629 927 0.16% 0.16% 1076 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 12,525 919 0.04% 0.04% 1077 0 0.0% Q2 2026 Jul 09, 2026
Goelzer Investment Management, Inc. History No change 12,500 917 0.04% 0.04% 1078 0 0.0% Q2 2026 Jul 14, 2026
Strategic Financial Concepts, LLC History No change 12,500 917 0.27% 0.27% 1079 0 0.0% Q2 2026 Jul 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 12,489 916 0.15% 0.15% 1080 0 0.0% Q2 2026 Aug 10, 2026
Flagship Private Wealth, LLC History No change 12,356 907 0.32% 0.32% 1081 0 0.0% Q2 2026 Aug 04, 2026
Friedenthal Financial History No change 12,353 906 0.42% 0.42% 1082 0 0.0% Q2 2026 Jul 13, 2026
Hudson Oak Wealth Advisory LLC History No change 12,256 899 0.69% 0.69% 1083 0 0.0% Q2 2026 Jul 21, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 12,240 898 0.09% 0.09% 1084 0 0.0% Q2 2026 Jul 29, 2026
CALTON & ASSOCIATES, INC. History No change 12,170 893 0.13% 0.13% 1085 0 0.0% Q2 2026 Aug 10, 2026
INNEALTA CAPITAL, LLC History No change 12,092 887 0.47% 0.47% 1086 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Alliance LLC History No change 12,029 883 0.06% 0.06% 1087 0 0.0% Q2 2026 Jul 20, 2026
MTM Investment Management, LLC History No change 11,991 880 0.25% 0.25% 1088 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 11,970 878 0.06% 0.06% 1089 0 0.0% Q2 2026 Jul 21, 2026
GeoWealth Management, LLC History No change 11,940 876 0.03% 0.03% 1090 0 0.0% Q2 2026 Jul 30, 2026
Cannell & Spears LLC History No change 11,914 874 0.02% 0.02% 1091 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 11,917 874 0.08% 0.08% 1092 0 0.0% Q2 2026 Aug 07, 2026
SeaCrest Wealth Management, LLC History No change 11,915 874 0.1% 0.1% 1093 0 0.0% Q2 2026 Jul 09, 2026
Aldebaran Financial Inc. History No change 11,878 871 0.71% 0.71% 1094 0 0.0% Q2 2026 Aug 13, 2026
Plan Group Financial, LLC History No change 11,829 868 0.18% 0.18% 1095 0 0.0% Q2 2026 Aug 03, 2026
Sovereign Financial Group, Inc. History No change 11,783 864 0.13% 0.13% 1096 0 0.0% Q2 2026 Jul 24, 2026
STEVENS CAPITAL PARTNERS History No change 11,686 857 0.16% 0.16% 1097 0 0.0% Q2 2026 Aug 07, 2026
OPTIMA CAPITAL LLC History No change 11,681 857 0.34% 0.34% 1098 0 0.0% Q2 2026 Jul 24, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 11,684 857 0.07% 0.07% 1099 0 0.0% Q2 2026 Jul 28, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 11,656 855 0.4% 0.4% 1100 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 11,628 853 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 07, 2026
Grey Fox Wealth Advisors, LLC History No change 11,555 848 0.13% 0.13% 1102 0 0.0% Q2 2026 Jul 17, 2026
Carolina Wealth Management Inc History No change 11,552 848 0.39% 0.39% 1103 0 0.0% Q2 2026 Aug 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 11,484 843 0.2% 0.2% 1104 0 0.0% Q2 2026 Aug 14, 2026
Revisor Wealth Management LLC History No change 11,451 840 0.2% 0.2% 1105 0 0.0% Q2 2026 Jul 21, 2026
Hardin Capital Partners, LLC History Reduced 11,965 839 0.41% 0.41% 1106 -50 -0.42% Q3 2026 Oct 08, 2026
Avidian Wealth Enterprises, LLC History Added to 11,927 836 0.02% 0.02% 1107 +230 1.97% Q3 2026 Oct 08, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 11,330 832 0.0% 0.0% 1108 0 0.0% Q2 2026 Jul 29, 2026
SageGuard Financial Group, LLC History No change 11,304 829 0.12% 0.12% 1109 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 11,278 827 0.16% 0.16% 1110 0 0.0% Q2 2026 Aug 11, 2026
Glen Eagle Advisors, LLC History No change 11,263 826 0.1% 0.1% 1111 0 0.0% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History No change 11,198 822 0.29% 0.29% 1112 0 0.0% Q2 2026 Jul 23, 2026
EQUITY INVESTMENT CORP History No change 11,189 821 0.02% 0.02% 1113 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 11,143 818 0.48% 0.48% 1114 0 0.0% Q2 2026 Aug 05, 2026
Sequent Planning LLC History No change 11,128 816 0.17% 0.17% 1115 0 0.0% Q2 2026 Aug 14, 2026
Vines Capital Management, LLC History No change 11,123 816 0.67% 0.67% 1116 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 11,053 811 0.02% 0.02% 1117 0 0.0% Q2 2026 Jul 31, 2026
My Personal CFO, LLC History No change 11,015 808 0.32% 0.32% 1118 0 0.0% Q2 2026 Jul 21, 2026
Garner Asset Management Corp History No change 10,966 805 0.26% 0.26% 1119 0 0.0% Q2 2026 Aug 07, 2026
DRAVO BAY LLC History No change 10,901 800 0.28% 0.28% 1120 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 10,768 790 0.14% 0.14% 1121 0 0.0% Q2 2026 Jul 02, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 10,682 784 0.27% 0.27% 1122 0 0.0% Q2 2026 Jul 15, 2026
ADVISORY RESEARCH INC History No change 10,655 782 0.08% 0.08% 1123 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investment Services, LLC History No change 10,633 780 0.22% 0.22% 1124 0 0.0% Q2 2026 Aug 06, 2026
Granite Bay Wealth Management, LLC History No change 10,608 778 0.07% 0.07% 1125 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 10,504 771 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 30, 2026
Opulen Financial Group LLC History No change 10,455 767 0.48% 0.48% 1127 0 0.0% Q2 2026 Jul 27, 2026
Cloud Capital Management, LLC History No change 10,439 766 0.28% 0.28% 1128 0 0.0% Q2 2026 Aug 13, 2026
CWS Financial Advisors, LLC History No change 10,416 764 0.17% 0.17% 1129 0 0.0% Q2 2026 Jul 30, 2026
Old Port Advisors History No change 10,402 763 0.15% 0.15% 1130 0 0.0% Q2 2026 Jul 21, 2026
Williams Jones Wealth Management, LLC. History No change 10,341 759 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 05, 2026
Widmann Financial Services, Inc. History No change 10,290 755 0.4% 0.4% 1132 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 10,272 754 0.22% 0.22% 1133 0 0.0% Q2 2026 Jul 14, 2026
Capital Wealth Alliance, LLC History No change 10,213 749 0.35% 0.35% 1134 0 0.0% Q2 2026 Jul 31, 2026
Oregon Pacific Wealth Management, LLC History No change 10,147 744 0.7% 0.7% 1135 0 0.0% Q2 2026 Jul 22, 2026
Markowski Investments History No change 10,075 739 0.16% 0.16% 1136 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 10,014 738 0.04% 0.04% 1137 0 0.0% Q2 2026 Jul 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 10,036 736 0.01% 0.01% 1138 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 10,058 736 0.09% 0.09% 1139 0 0.0% Q2 2026 Aug 12, 2026
BridgePort Financial Solutions, LLC History No change 10,026 735 0.19% 0.19% 1140 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 10,011 734 0.34% 0.34% 1141 0 0.0% Q2 2026 Sep 18, 2026
McLean Asset Management Corp History No change 10,147 732 0.1% 0.1% 1142 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, Inc History No change 9,950 730 0.08% 0.08% 1143 0 0.0% Q2 2026 Jul 27, 2026
One Capital Management, LLC History No change 9,914 730 0.02% 0.02% 1144 0 0.0% Q2 2026 Aug 13, 2026
Evolution Advisers, Inc. History No change 9,918 728 0.27% 0.27% 1145 0 0.0% Q2 2026 Jul 31, 2026
Balanced Rock Investment Advisors LLC History No change 9,925 728 0.45% 0.45% 1146 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 9,847 722 0.03% 0.03% 1147 0 0.0% Q2 2026 Jul 20, 2026
Aspen Grove Capital, LLC History No change 9,846 722 0.1% 0.1% 1148 0 0.0% Q2 2026 Aug 14, 2026
Laraway Financial Advisors Inc History No change 9,828 721 0.44% 0.44% 1149 0 0.0% Q2 2026 Aug 03, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 9,812 720 0.09% 0.09% 1150 0 0.0% Q2 2026 Aug 04, 2026
MorganRosel Wealth Management, LLC History No change 9,804 719 0.24% 0.24% 1151 0 0.0% Q2 2026 Aug 14, 2026
WEALTH EFFECTS LLC History No change 9,789 718 0.19% 0.19% 1152 0 0.0% Q2 2026 Aug 06, 2026
Topel & Distasi Wealth Management, LLC History No change 9,775 717 0.35% 0.35% 1153 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History Added to 10,202 715 0.38% 0.39% 1154 +466 4.79% Q3 2026 Oct 07, 2026
PW Nova Financial Services LLC History No change 9,746 715 0.15% 0.15% 1155 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 9,715 713 0.07% 0.07% 1156 0 0.0% Q2 2026 Jul 30, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,712 712 0.03% 0.03% 1157 0 0.0% Q2 2026 Aug 14, 2026
True Link Financial Advisors, LLC History No change 9,694 711 0.04% 0.04% 1158 0 0.0% Q2 2026 Jul 31, 2026
J.M. Arbour, LLC History No change 9,691 711 0.61% 0.61% 1159 0 0.0% Q2 2026 Aug 14, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 9,684 710 0.52% 0.52% 1160 0 0.0% Q2 2026 Jul 28, 2026
Wallace Advisory Group, LLC History No change 9,678 710 0.67% 0.67% 1161 0 0.0% Q2 2026 Aug 03, 2026
MYECFO, LLC History No change 9,685 710 0.27% 0.27% 1162 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 9,676 710 0.2% 0.2% 1163 0 0.0% Q2 2026 Jul 24, 2026
WMS Group LLC History No change 9,651 708 0.91% 0.91% 1164 0 0.0% Q2 2026 Jul 23, 2026
Asset One Wealth Management LLC History No change 9,665 703 0.07% 0.07% 1165 0 0.0% Q2 2026 Aug 13, 2026
Marion Wealth Management History No change 9,551 701 0.14% 0.14% 1166 0 0.0% Q2 2026 Jul 16, 2026
Evelyn Partners Group Ltd History No change 9,562 701 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 9,536 700 0.02% 0.02% 1168 0 0.0% Q2 2026 Aug 05, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 9,633 698 0.55% 0.55% 1169 0 0.0% Q2 2026 Aug 13, 2026
Performance Wealth Partners, LLC History No change 9,499 697 0.02% 0.02% 1170 0 0.0% Q2 2026 Aug 07, 2026
Forbes Financial Planning, Inc. History No change 9,504 697 0.37% 0.37% 1171 0 0.0% Q2 2026 Jul 23, 2026
Vantus Wealth LLC History No change 9,490 696 0.37% 0.37% 1172 0 0.0% Q2 2026 Aug 07, 2026
Cordant, Inc. History No change 9,472 695 0.25% 0.25% 1173 0 0.0% Q2 2026 Jul 14, 2026
Rehmann Capital Advisory Group History No change 9,436 692 0.03% 0.03% 1174 0 0.0% Q2 2026 Aug 20, 2026
Ellis Investment Partners, LLC History No change 9,436 692 0.1% 0.1% 1175 0 0.0% Q2 2026 Aug 05, 2026
Post Resch Tallon Group Inc. History Added to 9,804 687 0.47% 0.42% 1176 +1,518 18.32% Q3 2026 Oct 08, 2026
McGrath & Associates, Inc. History No change 9,308 683 0.89% 0.89% 1177 0 0.0% Q2 2026 Jul 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 9,282 681 0.39% 0.39% 1178 0 0.0% Q2 2026 Aug 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 9,227 677 0.07% 0.07% 1179 0 0.0% Q2 2026 Jul 13, 2026
NorthLanding Financial Partners, LLC History No change 9,204 675 0.47% 0.47% 1180 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 9,197 675 0.13% 0.13% 1181 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 9,188 674 0.08% 0.08% 1182 0 0.0% Q2 2026 Jul 31, 2026
Falcon Wealth Planning History No change 9,132 670 0.04% 0.04% 1183 0 0.0% Q2 2026 Jul 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 9,089 667 0.04% 0.04% 1184 0 0.0% Q2 2026 Jul 27, 2026
CONNORS INVESTOR SERVICES INC History No change 9,056 664 0.06% 0.06% 1185 0 0.0% Q2 2026 Aug 14, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 9,041 663 0.2% 0.2% 1186 0 0.0% Q2 2026 Jul 21, 2026
Wayfinding Financial, LLC History No change 9,019 662 0.25% 0.25% 1187 0 0.0% Q2 2026 Aug 13, 2026
BURNEY CO/ History No change 8,968 658 0.02% 0.02% 1188 0 0.0% Q2 2026 Jul 14, 2026
Hershey Financial Advisers, LLC History No change 8,968 658 0.47% 0.47% 1189 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 8,948 656 0.07% 0.07% 1190 0 0.0% Q2 2026 Jul 09, 2026
Flower City Capital History No change 8,936 655 0.29% 0.29% 1191 0 0.0% Q2 2026 Jul 07, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 8,916 654 0.09% 0.09% 1192 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 8,852 649 0.17% 0.17% 1193 0 0.0% Q2 2026 Jul 23, 2026
Bull Street Advisors, LLC History No change 8,811 647 0.3% 0.3% 1194 0 0.0% Q2 2026 Jul 28, 2026
Stokes Family Office, LLC History No change 8,779 644 0.08% 0.08% 1195 0 0.0% Q2 2026 Aug 11, 2026
Lifeworks Advisors, LLC History No change 8,757 642 0.07% 0.07% 1196 0 0.0% Q2 2026 Aug 14, 2026
Riverpoint Wealth Management Holdings, LLC History No change 8,731 640 0.12% 0.12% 1197 0 0.0% Q2 2026 Jul 27, 2026
Black Diamond Financial, LLC History No change 8,710 639 0.06% 0.06% 1198 0 0.0% Q2 2026 Aug 04, 2026
Van Hulzen Asset Management, LLC History No change 8,683 637 0.05% 0.05% 1199 0 0.0% Q2 2026 Aug 13, 2026
Oxinas Partners, LLC History No change 8,689 637 0.25% 0.25% 1200 0 0.0% Q2 2026 Jul 14, 2026
DAVIS R M INC History No change 8,674 636 0.01% 0.01% 1201 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc. History No change 8,674 636 0.16% 0.16% 1202 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 8,612 632 0.01% 0.01% 1203 0 0.0% Q2 2026 Jul 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 8,603 631 0.05% 0.05% 1204 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 8,588 630 0.07% 0.07% 1205 0 0.0% Q2 2026 Jul 10, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 8,555 628 0.34% 0.34% 1206 0 0.0% Q2 2026 Jul 24, 2026
Sachetta, LLC History No change 8,519 625 0.3% 0.3% 1207 0 0.0% Q2 2026 Jul 15, 2026
Connecticut Wealth Management, LLC History No change 8,477 622 0.02% 0.02% 1208 0 0.0% Q2 2026 Jul 29, 2026
EFG International AG History No change 8,400 616 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 8,404 616 0.19% 0.19% 1210 0 0.0% Q2 2026 Aug 14, 2026
PETRA FINANCIAL ADVISORS INC History No change 8,389 615 0.29% 0.29% 1211 0 0.0% Q2 2026 Jul 24, 2026
TRUEFG, LLC History No change 8,376 614 0.14% 0.14% 1212 0 0.0% Q2 2026 Jul 16, 2026
Wealth Dimensions Group, Ltd. History No change 8,297 609 0.11% 0.11% 1213 0 0.0% Q2 2026 Jul 22, 2026
Weitzel Financial Services, Inc. History No change 8,327 608 0.21% 0.21% 1214 0 0.0% Q2 2026 Jul 14, 2026
WNY Asset Management, LLC History No change 8,271 607 0.05% 0.05% 1215 0 0.0% Q2 2026 Aug 17, 2026
GreatBanc Trust CO History No change 8,263 606 0.38% 0.38% 1216 0 0.0% Q2 2026 Jul 29, 2026
XML Financial, LLC History No change 8,268 606 0.04% 0.04% 1217 0 0.0% Q2 2026 Jul 24, 2026
Dorsey & Whitney Trust CO LLC History No change 8,229 604 0.03% 0.03% 1218 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,208 602 0.01% 0.01% 1219 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 8,200 601 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 14, 2026
NORTH DALLAS BANK & TRUST CO History No change 8,150 598 0.35% 0.35% 1221 0 0.0% Q2 2026 Jul 13, 2026
Bank of New Hampshire History Reduced 8,524 597 0.13% 0.14% 1224 -875 -9.31% Q3 2026 Oct 06, 2026
S.A. Mason LLC History No change 8,133 597 0.18% 0.18% 1222 0 0.0% Q2 2026 Jul 31, 2026
Grand Central Investment Group History No change 8,134 597 0.5% 0.5% 1223 0 0.0% Q2 2026 Aug 04, 2026
Cascade Financial Partners, LLC History No change 8,139 597 0.05% 0.05% 1225 0 0.0% Q2 2026 Aug 04, 2026
ASHTON THOMAS SECURITIES, LLC History No change 8,122 596 0.09% 0.09% 1226 0 0.0% Q2 2026 Jul 27, 2026
SONATA CAPITAL GROUP INC History No change 8,129 596 0.19% 0.19% 1227 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 8,112 595 0.04% 0.04% 1228 0 0.0% Q2 2026 Jul 09, 2026
Hoxton Planning & Management, LLC History No change 8,084 593 0.15% 0.15% 1229 0 0.0% Q2 2026 Jul 16, 2026
OneAscent Family Office, LLC History No change 8,063 591 0.3% 0.3% 1230 0 0.0% Q2 2026 Aug 11, 2026
Tactive Advisors, LLC History Added to 8,420 590 0.14% 0.14% 1231 +592 7.56% Q3 2026 Oct 08, 2026
Clark Capital Management Group, Inc. History No change 8,003 587 0.0% 0.0% 1232 0 0.0% Q2 2026 Aug 11, 2026
Carroll Advisory Group, LLC History No change 7,984 586 0.19% 0.19% 1233 0 0.0% Q2 2026 Jul 23, 2026
Insight Advisors, LLC/ PA History No change 7,974 585 0.1% 0.1% 1234 0 0.0% Q2 2026 Aug 05, 2026
SVB WEALTH LLC History No change 7,965 584 0.04% 0.04% 1235 0 0.0% Q2 2026 Jul 17, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 7,967 584 0.08% 0.08% 1236 0 0.0% Q2 2026 Aug 14, 2026
Rock Point Advisors, LLC History No change 7,955 583 0.14% 0.14% 1237 0 0.0% Q2 2026 Aug 06, 2026
ONE Advisory Partners, LLC History No change 7,947 583 0.16% 0.16% 1238 0 0.0% Q2 2026 Jul 21, 2026
Seneschal Advisors, LLC History No change 7,954 583 0.4% 0.4% 1239 0 0.0% Q2 2026 Aug 13, 2026
Sand Hill Global Advisors, LLC History No change 7,924 581 0.02% 0.02% 1240 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,886 578 0.14% 0.14% 1241 0 0.0% Q2 2026 Aug 10, 2026
Inspire Advisors, LLC History No change 7,865 576 0.04% 0.04% 1242 0 0.0% Q2 2026 Aug 13, 2026
First Growth Capital LLC History No change 7,850 576 0.44% 0.44% 1243 0 0.0% Q2 2026 Jul 16, 2026
Value Investment Professionals, LLC History No change 7,827 574 0.48% 0.48% 1244 0 0.0% Q2 2026 Jul 07, 2026
RS CRUM INC. History No change 7,788 571 0.11% 0.11% 1245 0 0.0% Q2 2026 Aug 10, 2026
Sendero Wealth Management, LLC History No change 7,786 571 0.06% 0.06% 1246 0 0.0% Q2 2026 Aug 04, 2026
Brand Asset Management Group, Inc. History No change 7,784 571 0.13% 0.13% 1247 0 0.0% Q2 2026 Aug 12, 2026
San Luis Wealth Advisors LLC History No change 7,695 564 0.08% 0.08% 1248 0 0.0% Q2 2026 Jul 16, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 7,672 563 0.18% 0.18% 1249 0 0.0% Q2 2026 Jul 16, 2026
Aries Wealth Management History No change 7,677 563 0.11% 0.11% 1250 0 0.0% Q2 2026 Jul 24, 2026
New England Private Wealth Advisors LLC History No change 7,711 562 0.05% 0.05% 1251 0 0.0% Q2 2026 Aug 04, 2026
Bond & Devick Financial Network, Inc. History No change 7,640 560 0.14% 0.14% 1252 0 0.0% Q2 2026 Jul 16, 2026
Hopwood Financial Services, Inc. History No change 7,635 560 0.32% 0.32% 1253 0 0.0% Q2 2026 Jul 22, 2026
Fiera Capital Corp History No change 7,594 557 0.0% 0.0% 1254 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 7,567 555 0.0% 0.0% 1255 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 7,541 553 0.02% 0.02% 1256 0 0.0% Q2 2026 Jul 27, 2026
Burton Enright Welch History No change 7,530 552 0.06% 0.06% 1257 0 0.0% Q2 2026 Jul 17, 2026
Legacy Wealth Managment, LLC/ID History No change 7,493 550 0.23% 0.23% 1258 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 7,453 548 0.07% 0.07% 1259 0 0.0% Q2 2026 Aug 05, 2026
Penobscot Investment Management Company, Inc. History No change 7,454 547 0.04% 0.04% 1260 0 0.0% Q2 2026 Jul 24, 2026
CVA Family Office, LLC History No change 7,447 546 0.05% 0.05% 1261 0 0.0% Q2 2026 Aug 07, 2026
WESCAP Management Group, Inc. History No change 7,403 543 0.1% 0.1% 1262 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 7,398 543 0.3% 0.3% 1263 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 7,343 539 0.08% 0.08% 1264 0 0.0% Q2 2026 Aug 11, 2026
Verum Partners LLC History No change 7,344 539 0.08% 0.08% 1265 0 0.0% Q2 2026 Jul 22, 2026
DMC Group, LLC History No change 7,342 538 0.37% 0.37% 1266 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 7,320 537 0.04% 0.04% 1267 0 0.0% Q2 2026 Jul 16, 2026
Nordwand Advisors, LLC History No change 7,325 537 0.08% 0.08% 1268 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History Reduced 7,641 536 0.02% 0.03% 1269 -1,455 -16.0% Q3 2026 Oct 09, 2026
TFB Advisors LLC History No change 7,290 535 0.24% 0.24% 1270 0 0.0% Q2 2026 Aug 06, 2026
Quartz Partners, LLC History No change 7,263 533 0.17% 0.17% 1271 0 0.0% Q2 2026 Aug 10, 2026
Cane Capital Partners, LLC History No change 7,176 526 0.21% 0.21% 1272 0 0.0% Q2 2026 Aug 05, 2026
Abacus Planning Group, Inc. History No change 7,160 525 0.06% 0.06% 1273 0 0.0% Q2 2026 Jul 20, 2026
Successful Portfolios LLC History Reduced 7,500 524 0.24% 0.26% 1274 -126 -1.65% Q3 2026 Oct 09, 2026
Simmons Bank History No change 7,107 521 0.03% 0.03% 1275 0 0.0% Q2 2026 Jul 31, 2026
WealthSpring Partners, LLC History No change 7,081 519 0.45% 0.45% 1276 0 0.0% Q2 2026 Aug 05, 2026
DUTCH ASSET Corp History No change 7,074 519 0.26% 0.26% 1277 0 0.0% Q2 2026 Aug 10, 2026
Concord Wealth Partners History No change 7,049 517 0.06% 0.06% 1278 0 0.0% Q2 2026 Jul 27, 2026
RKL Wealth Management LLC History No change 7,032 516 0.04% 0.04% 1279 0 0.0% Q2 2026 Aug 10, 2026
STAR Financial Bank History No change 7,040 516 0.21% 0.21% 1280 0 0.0% Q2 2026 Aug 07, 2026
First Citizens Financial Corp History Reduced 7,348 515 0.22% 0.23% 1282 -147 -1.96% Q3 2026 Oct 02, 2026
MYCIO WEALTH PARTNERS, LLC History No change 7,017 515 0.1% 0.1% 1281 0 0.0% Q2 2026 Aug 12, 2026
SMI Advisory Services, LLC History No change 7,035 514 0.08% 0.08% 1283 0 0.0% Q2 2026 Jul 09, 2026
KINTRA WEALTH, LLC History No change 7,088 513 0.03% 0.03% 1284 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 6,965 511 0.19% 0.19% 1285 0 0.0% Q2 2026 Jul 08, 2026
TPG Advisors LLC History No change 6,974 511 0.28% 0.28% 1286 0 0.0% Q2 2026 Jul 29, 2026
Empower Advisory Group, LLC History No change 6,921 508 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 6,915 507 0.04% 0.04% 1288 0 0.0% Q2 2026 Jul 16, 2026
Hardworking Capital Advisors, LLC History No change 6,905 506 0.41% 0.41% 1289 0 0.0% Q2 2026 Aug 03, 2026
Stegner Investment Associates Inc. History No change 6,869 504 0.24% 0.24% 1290 0 0.0% Q2 2026 Jul 24, 2026
Ballast Rock Private Wealth LLC History No change 6,860 503 0.23% 0.23% 1291 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 6,835 501 0.1% 0.1% 1292 0 0.0% Q2 2026 Jul 15, 2026
FIRST AMERICAN TRUST, FSB History No change 6,816 500 0.03% 0.03% 1293 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 6,808 499 0.14% 0.14% 1294 0 0.0% Q2 2026 Jul 24, 2026
Collaborative Wealth Managment Inc. History No change 6,801 499 0.21% 0.21% 1295 0 0.0% Q2 2026 Aug 05, 2026
Keener Financial Planning LLC History No change 6,800 499 0.18% 0.18% 1296 0 0.0% Q2 2026 Jul 31, 2026
Kagan Cocozza Asset Management History No change 6,795 498 0.31% 0.31% 1297 0 0.0% Q2 2026 Aug 06, 2026
ROBERTS GLORE & CO INC /IL/ History No change 6,778 497 0.12% 0.12% 1298 0 0.0% Q2 2026 Aug 10, 2026
Miller Capital Partners, Inc. History No change 6,733 494 0.19% 0.19% 1299 0 0.0% Q2 2026 Aug 12, 2026
Safeguard Investment Advisory Group, LLC History No change 6,623 486 0.11% 0.11% 1300 0 0.0% Q2 2026 Aug 13, 2026
United Asset Strategies, Inc. History No change 6,616 485 0.03% 0.03% 1301 0 0.0% Q2 2026 Jul 13, 2026
POWER WEALTH MANAGEMENT LLC History No change 6,607 485 0.17% 0.17% 1302 0 0.0% Q2 2026 Aug 03, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,582 483 0.0% 0.0% 1303 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Managemnet, LLC History No change 6,575 482 1.08% 1.08% 1304 0 0.0% Q2 2026 Jul 24, 2026
Sterling Investment Advisors, Ltd. History No change 6,550 480 0.08% 0.08% 1305 0 0.0% Q2 2026 Jul 28, 2026
FOCUSED ALPHA, LLC History No change 6,537 479 0.12% 0.12% 1306 0 0.0% Q2 2026 Aug 07, 2026
Wedmont Private Capital History Reduced 6,813 478 0.01% 0.04% 1307 -13,178 -65.92% Q3 2026 Oct 09, 2026
Austin Wealth Management, LLC History No change 6,534 476 0.1% 0.1% 1308 0 0.0% Q2 2026 Jul 22, 2026
SMITH, MOORE & CO. History No change 6,475 475 0.03% 0.03% 1309 0 0.0% Q2 2026 Aug 12, 2026
Johnson Financial Group, LLC History No change 6,473 475 0.03% 0.03% 1310 0 0.0% Q2 2026 Aug 06, 2026
Diversified Portfolios, Inc. History No change 6,461 474 0.03% 0.03% 1311 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 6,461 474 0.02% 0.02% 1312 0 0.0% Q2 2026 Jul 23, 2026
USAdvisors Wealth Management, LLC History No change 6,454 473 0.14% 0.14% 1313 0 0.0% Q2 2026 Jul 29, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 6,442 472 0.02% 0.02% 1314 0 0.0% Q2 2026 Jul 20, 2026
Essex Financial Services, Inc. History No change 6,436 472 0.02% 0.02% 1315 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 6,430 472 0.02% 0.02% 1316 0 0.0% Q2 2026 Jul 28, 2026
NorthStar Asset Management LLC /NJ/ History No change 47,804 471 0.19% 0.19% 1317 0 0.0% Q2 2026 Aug 05, 2026
Northern Lights Advisors, Inc. History No change 6,418 471 0.26% 0.26% 1318 0 0.0% Q2 2026 Aug 06, 2026
Scott & Selber, Inc. History No change 6,412 470 0.1% 0.1% 1319 0 0.0% Q2 2026 Jul 08, 2026
Timonier Family Office, LTD. History No change 6,404 470 0.13% 0.13% 1320 0 0.0% Q2 2026 Aug 03, 2026
Clarity Capital Advisors, LLC History No change 6,349 466 0.2% 0.2% 1321 0 0.0% Q2 2026 Jul 13, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 6,300 462 0.24% 0.24% 1322 0 0.0% Q2 2026 Aug 12, 2026
Kingsbury Capital Investment Advisors LLC History No change 6,306 462 0.39% 0.39% 1323 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 6,306 462 0.39% 0.39% 1324 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 6,213 456 0.04% 0.04% 1325 0 0.0% Q2 2026 Jul 28, 2026
Private Advisory Group LLC History No change 6,211 455 0.02% 0.02% 1326 0 0.0% Q2 2026 Aug 06, 2026
Fingerlakes Wealth Management, Inc. History No change 6,121 449 0.24% 0.24% 1327 0 0.0% Q2 2026 Jul 23, 2026
Beacon Wealthcare LLC History Reduced 6,391 448 0.14% 0.21% 1328 -2,423 -27.49% Q3 2026 Oct 02, 2026
Aurora Private Wealth, Inc. History No change 6,082 447 0.28% 0.28% 1329 0 0.0% Q2 2026 Jul 21, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 6,091 447 0.14% 0.14% 1330 0 0.0% Q2 2026 Jul 22, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 6,077 446 0.27% 0.27% 1331 0 0.0% Q2 2026 Jul 29, 2026
Emergent Wealth Advisors, LLC History Added to 6,277 440 0.23% 0.24% 1333 +11 0.18% Q3 2026 Oct 08, 2026
Pictet North America Advisors SA History No change 6,000 440 0.04% 0.04% 1332 0 0.0% Q2 2026 Jul 24, 2026
Redwood Park Advisors LLC History No change 6,000 440 0.29% 0.29% 1334 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 5,983 439 0.04% 0.04% 1335 0 0.0% Q2 2026 Jul 29, 2026
Balefire, LLC History Added to 6,256 438 0.07% 0.06% 1336 +925 17.35% Q3 2026 Oct 09, 2026
Orcam Financial Group History No change 5,968 438 0.21% 0.21% 1337 0 0.0% Q2 2026 Aug 13, 2026
EJMK Ventures LLC History No change 5,955 437 0.2% 0.2% 1338 0 0.0% Q2 2026 Aug 06, 2026
Summit Asset Management, LLC History No change 5,949 436 0.06% 0.06% 1339 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 6,190 434 0.04% 0.04% 1341 +253 4.26% Q3 2026 Oct 01, 2026
Fusion Family Wealth, LLC History No change 5,915 434 0.03% 0.03% 1340 0 0.0% Q2 2026 Aug 07, 2026
Charter Capital Management, LLC\DE History No change 5,917 434 0.19% 0.19% 1342 0 0.0% Q2 2026 Jul 24, 2026
Keystone Global Partners, LLC History No change 5,907 433 0.16% 0.16% 1343 0 0.0% Q2 2026 Jul 16, 2026
Forum Financial Management, LP History No change 5,892 432 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 23, 2026
Texas Bank & Trust Co History No change 5,827 427 0.14% 0.14% 1345 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 5,796 425 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 31, 2026
VISION FINANCIAL MARKETS LLC History No change 5,796 425 0.37% 0.37% 1347 0 0.0% Q2 2026 Jul 24, 2026
Obermeyer Wealth Partners History No change 5,784 424 0.02% 0.02% 1348 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Group, LLC / IL History No change 5,735 422 0.1% 0.1% 1349 0 0.0% Q2 2026 Jul 30, 2026
Papamarkou Wellner Asset Management inc. History No change 5,370 421 0.26% 0.26% 1350 0 0.0% Q2 2026 Aug 14, 2026
Blue Fin Capital, Inc. History No change 5,710 419 0.06% 0.06% 1351 0 0.0% Q2 2026 Aug 04, 2026
Modus Advisors, LLC History No change 5,705 418 0.1% 0.1% 1352 0 0.0% Q2 2026 Aug 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 5,682 417 0.03% 0.03% 1353 0 0.0% Q2 2026 Jul 14, 2026
OARSMAN CAPITAL, INC. History No change 5,673 416 0.04% 0.04% 1354 0 0.0% Q2 2026 Aug 07, 2026
Strait & Sound Wealth Management LLC History No change 5,680 416 0.15% 0.15% 1355 0 0.0% Q2 2026 Aug 17, 2026
Strategic Wealth Partners, Ltd. History No change 5,654 415 0.03% 0.03% 1356 0 0.0% Q2 2026 Aug 12, 2026
Taylor & Morgan Wealth Management, LLC History Added to 5,907 414 0.2% 0.21% 1358 +48 0.82% Q3 2026 Oct 09, 2026
SteelPeak Wealth, LLC History No change 5,652 414 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 13, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 5,642 414 0.39% 0.39% 1359 0 0.0% Q2 2026 Aug 07, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 5,625 412 0.08% 0.08% 1360 0 0.0% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History No change 5,587 410 0.01% 0.01% 1361 0 0.0% Q2 2026 Aug 11, 2026
Capital Group Private Client Services, Inc. History No change 5,580 409 0.01% 0.01% 1362 0 0.0% Q2 2026 Aug 12, 2026
National Wealth Management Group, LLC History No change 5,547 407 0.13% 0.13% 1363 0 0.0% Q2 2026 Jul 14, 2026
Capital Advisors Wealth Management, LLC History Reduced 5,790 406 0.05% 0.05% 1365 -15 -0.26% Q3 2026 Oct 09, 2026
PACIFIC FINANCIAL GROUP INC History No change 5,542 406 0.19% 0.19% 1364 0 0.0% Q2 2026 Aug 13, 2026
BRAVE ASSET MANAGEMENT INC History No change 5,524 405 0.09% 0.09% 1366 0 0.0% Q2 2026 Jul 08, 2026
FSA Advisors, Inc. History No change 5,520 404 0.19% 0.19% 1367 0 0.0% Q2 2026 Aug 17, 2026
TCV Trust & Wealth Management, Inc. History No change 5,486 402 0.03% 0.03% 1368 0 0.0% Q2 2026 Jul 24, 2026
Gleason Group, Inc. History No change 5,486 402 0.04% 0.04% 1369 0 0.0% Q2 2026 Jul 13, 2026
Signature Equity Partners, LLC History No change 5,470 401 0.18% 0.18% 1370 0 0.0% Q2 2026 Jul 30, 2026
DIVERSIFIED MANAGEMENT INC History No change 5,633 395 0.07% 0.09% 1371 0 0.0% Q3 2026 Oct 08, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 5,388 395 0.41% 0.41% 1372 0 0.0% Q2 2026 Jul 13, 2026
BESSEMER GROUP INC History No change 5,359 393 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 12, 2026
BWM Planning, LLC History No change 5,361 393 0.09% 0.09% 1374 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 5,349 392 0.01% 0.01% 1375 0 0.0% Q2 2026 Aug 05, 2026
IFC & Insurance Marketing, Inc. History No change 5,353 392 0.35% 0.35% 1376 0 0.0% Q2 2026 Jul 09, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 5,335 391 0.16% 0.16% 1377 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 5,306 389 0.09% 0.09% 1378 0 0.0% Q2 2026 Jul 09, 2026
Unique Wealth Strategies, LLC History No change 5,306 389 0.14% 0.14% 1379 0 0.0% Q2 2026 Jul 15, 2026
King Wealth Management Group History No change 5,280 388 0.04% 0.04% 1380 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 5,277 387 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 5,275 387 0.12% 0.12% 1382 0 0.0% Q2 2026 Jul 16, 2026
Cypress Wealth Services, LLC History No change 5,240 384 0.05% 0.05% 1383 0 0.0% Q2 2026 Jul 10, 2026
Pacific Wealth Strategies Group, Inc. History No change 5,231 384 0.22% 0.22% 1384 0 0.0% Q2 2026 Jul 17, 2026
SVRN Asset Management, LLC History No change 5,232 384 0.2% 0.2% 1385 0 0.0% Q2 2026 Aug 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 5,231 384 0.27% 0.27% 1386 0 0.0% Q2 2026 Jul 27, 2026
Mustard Seed Financial, LLC History No change 5,231 383 0.2% 0.2% 1387 0 0.0% Q2 2026 Aug 05, 2026
Arcadia Wealth Management, Inc. History No change 5,178 380 0.18% 0.18% 1388 0 0.0% Q2 2026 Aug 11, 2026
Oak Grove Capital LLC History No change 5,377 377 0.02% 0.02% 1389 0 0.0% Q3 2026 Oct 09, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 5,123 376 0.24% 0.24% 1390 0 0.0% Q2 2026 Jul 28, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 5,094 375 0.06% 0.06% 1391 0 0.0% Q2 2026 Aug 03, 2026
BCU Wealth Advisors, LLC History No change 5,116 375 0.12% 0.12% 1392 0 0.0% Q2 2026 Jul 14, 2026
ADVISORTRUST PARTNERS, LLC History No change 5,109 375 0.13% 0.13% 1393 0 0.0% Q2 2026 Aug 10, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 5,100 374 0.01% 0.01% 1394 0 0.0% Q2 2026 Aug 05, 2026
Factor Wealth Management LTD History Reduced 5,327 373 0.06% 0.08% 1396 -1,453 -21.43% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 5,091 373 0.01% 0.01% 1395 0 0.0% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History No change 5,074 372 0.04% 0.04% 1397 0 0.0% Q2 2026 Jul 21, 2026
Whitcomb & Hess, Inc. History Added to 5,294 371 0.08% 0.08% 1399 +139 2.7% Q3 2026 Oct 07, 2026
APPLETON PARTNERS INC/MA History No change 5,055 371 0.02% 0.02% 1398 0 0.0% Q2 2026 Jul 21, 2026
Portfolio Resources Advisor Group, Inc. History No change 5,059 371 0.31% 0.31% 1400 0 0.0% Q2 2026 Jul 29, 2026
Cascades Capital Asset Management, LLC History No change 5,051 370 0.14% 0.14% 1401 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 5,019 369 0.04% 0.04% 1402 0 0.0% Q2 2026 Aug 03, 2026
Quadcap Wealth Management, LLC History No change 5,029 369 0.04% 0.04% 1403 0 0.0% Q2 2026 Jul 31, 2026
HM PAYSON & CO History No change 5,001 367 0.0% 0.0% 1404 0 0.0% Q2 2026 Jul 17, 2026
Rodgers Brothers Inc. History No change 5,000 367 0.04% 0.04% 1405 0 0.0% Q2 2026 Aug 05, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,991 366 0.01% 0.01% 1406 0 0.0% Q2 2026 Aug 10, 2026
Tennessee Valley Asset Management Partners History No change 4,989 366 0.04% 0.04% 1407 0 0.0% Q2 2026 Aug 10, 2026
BOSTON FAMILY OFFICE LLC History No change 4,967 365 0.02% 0.02% 1408 0 0.0% Q2 2026 Aug 12, 2026
VISTA CAPITAL PARTNERS, INC. History No change 4,951 363 0.03% 0.03% 1409 0 0.0% Q2 2026 Jul 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 5,020 363 0.12% 0.12% 1410 0 0.0% Q2 2026 Jul 23, 2026
Rose Capital Advisors LLC History No change 4,934 362 0.18% 0.18% 1411 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,927 361 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 06, 2026
Pillar Financial Advisors, LLC History No change 4,925 361 0.19% 0.19% 1413 0 0.0% Q2 2026 Jul 24, 2026
MRWM Advisors, LLC History No change 4,916 360 0.15% 0.15% 1414 0 0.0% Q2 2026 Jul 28, 2026
Cypress Point Wealth Management, LLC History No change 4,890 358 0.07% 0.07% 1415 0 0.0% Q2 2026 Jul 17, 2026
WoodTrust Financial Corp History Added to 5,060 355 0.04% 0.04% 1416 +563 12.52% Q3 2026 Oct 09, 2026
Parkshore Wealth Management, Inc. History No change 4,846 355 0.1% 0.1% 1417 0 0.0% Q2 2026 Aug 07, 2026
PATRON PARTNERS, LLC History No change 4,822 353 0.14% 0.14% 1418 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Advisors LLC History No change 4,778 353 0.3% 0.3% 1419 0 0.0% Q2 2026 Aug 07, 2026
Sentinel Advisory Group, LLC History No change 4,810 353 0.14% 0.14% 1420 0 0.0% Q2 2026 Jul 23, 2026
MSH Capital Advisors LLC History No change 4,797 352 0.06% 0.06% 1421 0 0.0% Q2 2026 Aug 10, 2026
Cumberland Partners Ltd History No change 4,775 350 0.02% 0.02% 1422 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 4,772 350 0.06% 0.06% 1423 0 0.0% Q2 2026 Jul 21, 2026
Lakeridge Wealth Management LLC History No change 4,770 350 0.13% 0.13% 1424 0 0.0% Q2 2026 Jul 14, 2026
Pitcairn Wealth Advisors LLC History No change 4,774 350 0.04% 0.04% 1425 0 0.0% Q2 2026 Aug 10, 2026
Manchester Capital Management LLC History No change 4,766 349 0.05% 0.05% 1426 0 0.0% Q2 2026 Aug 13, 2026
RAM Investment Partners, LLC History No change 4,759 349 0.06% 0.06% 1427 0 0.0% Q2 2026 Jul 29, 2026
Gradient Investments LLC History New 4,949 347 0.0% — 1430 +4,949 New Q3 2026 Oct 08, 2026
Thrive Wealth Management, LLC History No change 4,739 347 0.04% 0.04% 1428 0 0.0% Q2 2026 Jul 07, 2026
Arbor Wealth Management LLC\AZ History No change 4,730 347 0.31% 0.31% 1429 0 0.0% Q2 2026 Aug 12, 2026
Platform Technology Partners History No change 4,721 346 0.06% 0.06% 1431 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 4,722 346 0.0% 0.0% 1432 0 0.0% Q2 2026 Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 4,700 345 0.11% 0.11% 1433 0 0.0% Q2 2026 Jul 29, 2026
Segment Wealth Management, LLC History No change 4,704 345 0.02% 0.02% 1434 0 0.0% Q2 2026 Jul 16, 2026
Community Bank, N.A. History No change 4,713 345 0.04% 0.04% 1435 0 0.0% Q2 2026 Aug 13, 2026
Town Capital LLC History No change 4,713 345 0.22% 0.22% 1436 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 4,695 344 0.09% 0.09% 1437 0 0.0% Q2 2026 Aug 07, 2026
EnRich Financial Partners LLC History No change 4,660 342 0.08% 0.08% 1438 0 0.0% Q2 2026 Jul 27, 2026
Concord Asset Management, LLC/VA History No change 4,605 338 0.05% 0.05% 1439 0 0.0% Q2 2026 Jul 27, 2026
Northwest Financial Advisors History No change 4,542 333 0.04% 0.04% 1440 0 0.0% Q2 2026 Jul 27, 2026
VSM Wealth Advisory, LLC History No change 4,537 333 0.09% 0.09% 1441 0 0.0% Q2 2026 Jul 22, 2026
Winter & Associates, Inc. History No change 4,524 332 0.25% 0.25% 1442 0 0.0% Q2 2026 Jul 09, 2026
PINNEY & SCOFIELD, INC. History No change 4,519 331 0.16% 0.16% 1443 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 4,489 330 0.0% 0.0% 1444 0 0.0% Q2 2026 Aug 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,483 329 0.05% 0.05% 1445 0 0.0% Q2 2026 Aug 07, 2026
Latitude Advisors, LLC History No change 4,469 328 0.13% 0.13% 1446 0 0.0% Q2 2026 Jul 27, 2026
Capital Planning LLC History No change 4,675 327 0.09% 0.1% 1447 0 0.0% Q3 2026 Oct 09, 2026
Vivid Wealth Management, LLC History No change 4,466 327 0.12% 0.12% 1448 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 4,442 326 0.01% 0.01% 1449 0 0.0% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History No change 4,446 326 0.05% 0.05% 1450 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Management, Inc. History No change 4,418 324 0.05% 0.05% 1451 0 0.0% Q2 2026 Jul 16, 2026
MBL Wealth, LLC History No change 4,424 324 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 15, 2026
Thomasville National Bank History No change 4,400 323 0.02% 0.02% 1453 0 0.0% Q2 2026 Jul 20, 2026
GLR Partners, LLC History No change 4,402 323 0.15% 0.15% 1454 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 4,388 322 0.03% 0.03% 1455 0 0.0% Q2 2026 Jul 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 4,376 321 0.08% 0.08% 1456 0 0.0% Q2 2026 Aug 12, 2026
Ellenbecker Investment Group History No change 4,365 320 0.04% 0.04% 1457 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 4,359 319 0.0% 0.0% 1458 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 4,352 319 0.01% 0.01% 1459 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 4,351 319 0.01% 0.01% 1460 0 0.0% Q2 2026 Aug 12, 2026
TAGStone Capital, Inc. History No change 4,346 319 0.1% 0.1% 1461 0 0.0% Q2 2026 Aug 11, 2026
WealthPlan Investment Management, LLC History No change 4,335 318 0.02% 0.02% 1462 0 0.0% Q2 2026 Jul 28, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,341 318 0.11% 0.11% 1463 0 0.0% Q2 2026 Aug 13, 2026
Gilman Hill Asset Management, LLC History No change 4,307 316 0.04% 0.04% 1464 0 0.0% Q2 2026 Jul 09, 2026
TrustWell Financial Advisors, LLC History No change 4,307 316 0.27% 0.27% 1465 0 0.0% Q2 2026 Jul 22, 2026
Bright Futures Wealth Management, LLC. History No change 4,304 315 0.2% 0.2% 1466 0 0.0% Q2 2026 Jul 24, 2026
Persium Advisors, LLC History No change 4,499 315 0.16% 0.22% 1467 0 0.0% Q3 2026 Oct 07, 2026
High Net Worth Advisory Group LLC History No change 4,282 314 0.07% 0.07% 1468 0 0.0% Q2 2026 Jul 29, 2026
BLB&B Advisors, LLC History No change 4,276 313 0.01% 0.01% 1469 0 0.0% Q2 2026 Aug 05, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,259 312 0.08% 0.08% 1470 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 4,244 311 0.08% 0.08% 1471 0 0.0% Q2 2026 Jul 17, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 4,229 310 0.11% 0.11% 1472 0 0.0% Q2 2026 Jul 23, 2026
Cassilly Financial Group LLC History Reduced 4,416 309 0.21% 0.26% 1473 -437 -9.0% Q3 2026 Oct 07, 2026
Orgel Wealth Management, LLC History No change 4,197 308 0.01% 0.01% 1474 0 0.0% Q2 2026 Jul 13, 2026
DeLarme Wealth Management, Inc. History No change 4,209 308 0.18% 0.18% 1475 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 4,182 307 0.02% 0.02% 1476 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Axiom LLC History No change 4,175 306 0.07% 0.07% 1477 0 0.0% Q2 2026 Aug 11, 2026
1900 WEALTH MANAGEMENT LLC History No change 4,176 306 0.02% 0.02% 1478 0 0.0% Q2 2026 Aug 04, 2026
Genesee Capital Advisors, LLC History No change 4,168 305 0.1% 0.1% 1479 0 0.0% Q2 2026 Aug 06, 2026
Texas Yale Capital Corp. History No change 4,150 304 0.01% 0.01% 1480 0 0.0% Q2 2026 Aug 12, 2026
Finward Bancorp History No change 4,128 303 0.23% 0.23% 1481 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History No change 4,139 303 0.07% 0.07% 1482 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 4,119 302 0.02% 0.02% 1483 0 0.0% Q2 2026 Jul 29, 2026
Shared Vision Wealth Group LLC History No change 4,119 302 0.1% 0.1% 1484 0 0.0% Q2 2026 Jul 31, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 798 302 0.17% 0.17% 1485 0 0.0% Q2 2026 Aug 27, 2026
CFM WEALTH PARTNERS LLC History No change 4,103 301 0.04% 0.04% 1486 0 0.0% Q2 2026 Aug 07, 2026
Midwestern Financial, LLC /IA History No change 4,094 300 0.21% 0.21% 1487 0 0.0% Q2 2026 Aug 13, 2026
Equita Financial Network, Inc. History No change 4,075 299 0.08% 0.08% 1488 0 0.0% Q2 2026 Jul 29, 2026
Artesa Financial Group, LLC History No change 4,076 299 0.26% 0.26% 1489 0 0.0% Q2 2026 Jul 27, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 4,067 298 0.12% 0.12% 1490 0 0.0% Q2 2026 Jul 15, 2026
Allen Investment Management, LLC History No change 4,068 298 0.0% 0.0% 1491 0 0.0% Q2 2026 Aug 05, 2026
Park Place Capital Corp History No change 4,059 297 0.05% 0.05% 1492 0 0.0% Q2 2026 Aug 13, 2026
Fjell Capital, LLC History No change 4,055 297 0.2% 0.2% 1493 0 0.0% Q2 2026 Jul 15, 2026
MKT Advisors LLC History No change 4,055 295 0.09% 0.09% 1494 0 0.0% Q2 2026 Jul 09, 2026
Woodside Wealth Management LLC History No change 4,020 295 0.21% 0.21% 1495 0 0.0% Q2 2026 Jul 24, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 1,127 293 0.07% 0.07% 1496 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 3,994 293 0.07% 0.07% 1497 0 0.0% Q2 2026 Jul 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,000 293 0.02% 0.02% 1498 0 0.0% Q2 2026 Aug 13, 2026
Rather & Kittrell, Inc. History No change 3,983 292 0.04% 0.04% 1499 0 0.0% Q2 2026 Aug 12, 2026
Eldridge Investment Advisors, Inc. History No change 4,000 292 0.06% 0.06% 1500 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,985 292 0.02% 0.02% 1501 0 0.0% Q2 2026 Aug 04, 2026
AWM CAPITAL, LLC History No change 3,988 292 0.02% 0.02% 1502 0 0.0% Q2 2026 Jul 31, 2026
PROTECTIVE LIFE CORP History No change 3,966 291 2.08% 2.08% 1503 0 0.0% Q2 2026 Aug 14, 2026
Wealth Watch Advisors, INC History No change 3,970 291 0.09% 0.09% 1504 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 3,924 288 0.02% 0.02% 1505 0 0.0% Q2 2026 Jul 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 3,915 287 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 31, 2026
SWP FINANCIAL LLC History No change 3,912 287 0.13% 0.13% 1507 0 0.0% Q2 2026 Jul 24, 2026
Dorato Capital Management History Reduced 4,098 286 0.19% 0.2% 1509 -15 -0.36% Q3 2026 Oct 08, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 3,900 286 0.1% 0.1% 1508 0 0.0% Q2 2026 Jul 21, 2026
Livet Wealth, LLC History No change 3,898 286 0.16% 0.16% 1510 0 0.0% Q2 2026 Jul 28, 2026
Enclave Advisors LLC History No change 3,888 285 0.04% 0.04% 1511 0 0.0% Q2 2026 Jul 14, 2026
Towneley Capital Management, Inc / DE History Added to 4,028 282 0.06% 0.06% 1512 +20 0.5% Q3 2026 Oct 09, 2026
Urban Wealth Management, LLC History No change 3,828 281 0.24% 0.24% 1513 0 0.0% Q2 2026 Jul 23, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 3,821 280 0.04% 0.04% 1514 0 0.0% Q2 2026 Jul 20, 2026
Princeton Global Asset Management LLC History No change 3,818 280 0.04% 0.04% 1515 0 0.0% Q2 2026 Jul 16, 2026
Kathmere Capital Management, LLC History No change 3,827 280 0.01% 0.01% 1516 0 0.0% Q2 2026 Jul 29, 2026
HEADINVEST, LLC History No change 3,805 279 0.05% 0.05% 1517 0 0.0% Q2 2026 Aug 14, 2026
Denver PWM, LLC History No change 3,861 279 0.09% 0.09% 1518 0 0.0% Q2 2026 Aug 17, 2026
Twelve Points Wealth Management LLC History No change 3,801 279 0.06% 0.06% 1519 0 0.0% Q2 2026 Aug 07, 2026
LJI Wealth Management, LLC History No change 3,814 279 0.04% 0.04% 1520 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Street Advisors LLC History No change 3,828 278 0.24% 0.24% 1521 0 0.0% Q2 2026 Jul 24, 2026
Paulson Wealth Management Inc. History No change 3,785 277 0.06% 0.06% 1522 0 0.0% Q2 2026 Aug 04, 2026
American Financial Advisors, LLC History No change 3,783 277 0.03% 0.03% 1523 0 0.0% Q2 2026 Jul 14, 2026
Intrua Financial, LLC History No change 3,785 277 0.03% 0.03% 1524 0 0.0% Q2 2026 Jul 24, 2026
Nicholas Hoffman & Company, LLC. History No change 3,763 276 0.01% 0.01% 1525 0 0.0% Q2 2026 Aug 04, 2026
Indivisible Partners History No change 3,771 276 0.02% 0.02% 1526 0 0.0% Q2 2026 Aug 04, 2026
Diversified Trust Co History No change 3,739 274 0.0% 0.0% 1527 0 0.0% Q2 2026 Jul 17, 2026
Headlands Technologies LLC History No change 3,739 274 0.03% 0.03% 1528 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 3,720 273 0.03% 0.03% 1529 0 0.0% Q2 2026 Jul 09, 2026
SWEENEY & MICHEL, LLC History No change 3,771 273 0.07% 0.07% 1530 0 0.0% Q2 2026 Aug 10, 2026
PRAIRIE ADVISORY, LLC History No change 3,722 273 0.06% 0.06% 1531 0 0.0% Q2 2026 Jul 20, 2026
Ehrenkranz Partners L.P. History No change 3,711 272 0.16% 0.16% 1532 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History No change 3,708 272 0.06% 0.06% 1533 0 0.0% Q2 2026 Jul 01, 2026
Tanglewood Wealth Management, Inc. History No change 3,695 271 0.02% 0.02% 1534 0 0.0% Q2 2026 Jul 27, 2026
Warwick Investment Management, Inc. History No change 3,702 271 0.03% 0.03% 1535 0 0.0% Q2 2026 Jul 31, 2026
FLOW TRADERS U.S. LLC History No change 3,663 269 0.01% 0.01% 1536 0 0.0% Q2 2026 Aug 14, 2026
LMG Wealth Partners, LLC History No change 3,645 267 0.04% 0.04% 1537 0 0.0% Q2 2026 Aug 12, 2026
Foster Victor Wealth Advisors, LLC History No change 3,665 266 0.01% 0.01% 1538 0 0.0% Q2 2026 Jul 22, 2026
Clay Northam Wealth Management, LLC History No change 3,637 266 0.13% 0.13% 1539 0 0.0% Q2 2026 Aug 10, 2026
Manske Wealth Management History No change 3,627 266 0.07% 0.07% 1540 0 0.0% Q2 2026 Aug 03, 2026
Palisade Asset Management, LLC History No change 3,615 265 0.02% 0.02% 1541 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Asset Management, LLC History No change 3,615 265 0.03% 0.03% 1542 0 0.0% Q2 2026 Aug 11, 2026
WINCAP FINANCIAL LLC History No change 3,620 265 0.14% 0.14% 1543 0 0.0% Q2 2026 Jul 09, 2026
Kaizen Financial Strategies History Added to 3,768 264 0.1% 0.07% 1544 +847 29.0% Q3 2026 Oct 09, 2026
Invariant Investment Management History Added to 3,775 264 0.15% 0.16% 1545 +8 0.21% Q3 2026 Oct 08, 2026
Stone Wealth Partners History No change 3,583 263 0.19% 0.19% 1546 0 0.0% Q2 2026 Jul 16, 2026
Ruggiero Investments, Inc. History No change 3,583 263 0.22% 0.22% 1547 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 3,570 262 0.01% 0.01% 1548 0 0.0% Q2 2026 Aug 03, 2026
One Degree Advisors Inc History No change 3,596 262 0.06% 0.06% 1549 0 0.0% Q2 2026 Jul 31, 2026
Altiora Financial Group, LLC History No change 3,560 261 0.04% 0.04% 1550 0 0.0% Q2 2026 Aug 07, 2026
Dogwood Wealth Management LLC History No change 3,568 261 0.1% 0.1% 1551 0 0.0% Q2 2026 Jul 06, 2026
TritonPoint Partners, LLC History No change 3,561 261 0.02% 0.02% 1552 0 0.0% Q2 2026 Aug 13, 2026
Purpose Unlimited Inc. History No change 3,493 260 0.01% 0.01% 1553 0 0.0% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 3,530 259 0.03% 0.03% 1554 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 3,572 259 0.05% 0.05% 1555 0 0.0% Q2 2026 Jul 09, 2026
New Insight Wealth Advisors History No change 3,541 259 0.08% 0.08% 1556 0 0.0% Q2 2026 Jul 27, 2026
Woodward Financial Advisors, Inc. History No change 3,515 258 0.09% 0.09% 1557 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 3,514 257 0.0% 0.0% 1558 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 3,497 256 0.04% 0.04% 1559 0 0.0% Q2 2026 Jul 28, 2026
Rockingstone Advisors LLC History No change 3,500 256 0.1% 0.1% 1560 0 0.0% Q2 2026 Jul 13, 2026
CFO4Life Group, LLC History No change 3,483 255 0.03% 0.03% 1561 0 0.0% Q2 2026 Aug 12, 2026
Northstar Financial Companies, Inc. History No change 3,461 254 0.17% 0.17% 1562 0 0.0% Q2 2026 Aug 06, 2026
Indiana Trust & Investment Management Co History No change 3,440 252 0.07% 0.07% 1563 0 0.0% Q2 2026 Jul 22, 2026
Bank OZK History No change 3,445 252 0.07% 0.07% 1564 0 0.0% Q2 2026 Aug 17, 2026
WEALTH ALLIANCE, LLC History No change 3,435 252 0.02% 0.02% 1565 0 0.0% Q2 2026 Aug 11, 2026
AssuredPartners Investment Advisors, LLC History No change 3,429 251 0.02% 0.02% 1566 0 0.0% Q2 2026 Aug 10, 2026
Ironwood Financial, llc History No change 3,449 250 0.04% 0.04% 1567 0 0.0% Q2 2026 Jul 17, 2026
Invst, LLC History No change 3,404 249 0.02% 0.02% 1568 0 0.0% Q2 2026 Aug 14, 2026
Vawter Financial, Ltd. History No change 3,403 249 0.09% 0.09% 1569 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3,554 249 0.17% 0.18% 1570 0 0.0% Q3 2026 Oct 09, 2026
Towerpoint Wealth, LLC History No change 3,385 248 0.09% 0.09% 1571 0 0.0% Q2 2026 Jul 09, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 3,526 247 0.03% 0.03% 1572 +83 2.41% Q3 2026 Oct 08, 2026
FFG Partners, LLC History No change 3,372 247 0.07% 0.07% 1573 0 0.0% Q2 2026 Jul 09, 2026
Stirlingshire Investments, Inc. History No change 3,352 246 0.18% 0.18% 1574 0 0.0% Q2 2026 Jul 31, 2026
EVERPAR ADVISORS LLC History No change 3,333 244 0.07% 0.07% 1575 0 0.0% Q2 2026 Jul 09, 2026
LAZARD ASSET MANAGEMENT LLC History No change 3,300 242 0.0% 0.0% 1576 0 0.0% Q2 2026 Aug 14, 2026
TRITONPOINT WEALTH, LLC History No change 3,297 242 0.02% 0.02% 1577 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 3,294 241 0.01% 0.01% 1578 0 0.0% Q2 2026 Aug 11, 2026
ELEVATUS WELATH MANAGEMENT History No change 3,294 241 0.06% 0.06% 1579 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 3,270 240 0.02% 0.02% 1580 0 0.0% Q2 2026 Jul 07, 2026
IFG Advisory, LLC History No change 3,264 239 0.01% 0.01% 1581 0 0.0% Q2 2026 Aug 13, 2026
Meridian Financial Partners LLC History No change 3,280 238 0.08% 0.08% 1582 0 0.0% Q2 2026 Jul 24, 2026
PETERSON WEALTH MANAGEMENT History No change 3,242 238 0.11% 0.11% 1583 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 3,242 237 0.01% 0.01% 1584 0 0.0% Q2 2026 Aug 12, 2026
Sterling Financial Planning, Inc. History No change 3,207 235 0.06% 0.06% 1585 0 0.0% Q2 2026 Aug 11, 2026
Baskin Financial Services Inc. History No change 3,185 234 0.02% 0.02% 1586 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Planning Group, LLC History No change 3,191 234 0.07% 0.07% 1587 0 0.0% Q2 2026 Jul 31, 2026
Spinnaker Investment Group, LLC History No change 3,188 234 0.04% 0.04% 1588 0 0.0% Q2 2026 Jul 10, 2026
FIRST HAWAIIAN BANK History No change 3,164 232 0.03% 0.03% 1589 0 0.0% Q2 2026 Jul 13, 2026
Vantage Point Financial LLC History No change 3,168 232 0.07% 0.07% 1590 0 0.0% Q2 2026 Aug 14, 2026
Prostatis Group LLC History No change 3,151 231 0.05% 0.05% 1591 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 3,165 231 0.07% 0.07% 1592 0 0.0% Q2 2026 Jul 28, 2026
Greenhouse Wealth Management, LLC History No change 3,140 231 0.16% 0.16% 1593 0 0.0% Q2 2026 Aug 06, 2026
Destination Wealth Management History No change 3,146 230 0.01% 0.01% 1594 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 3,145 230 0.01% 0.01% 1595 0 0.0% Q2 2026 Jul 30, 2026
Mayfair Advisory Group, LLC History No change 3,190 230 0.07% 0.07% 1596 0 0.0% Q2 2026 Aug 11, 2026
Maia Wealth LLC History No change 3,139 230 0.03% 0.03% 1597 0 0.0% Q2 2026 Jul 28, 2026
WealthPLAN Partners, LLC History No change 3,125 229 0.04% 0.04% 1598 0 0.0% Q2 2026 Jul 28, 2026
EARNED WEALTH ADVISORS, LLC History No change 3,120 229 0.01% 0.01% 1599 0 0.0% Q2 2026 Aug 14, 2026
Third View Private Wealth, LLC History No change 3,106 228 0.03% 0.03% 1600 0 0.0% Q2 2026 Jul 27, 2026
PATTEN & PATTEN INC/TN History No change 3,097 227 0.01% 0.01% 1601 0 0.0% Q2 2026 Aug 05, 2026
DT Investment Partners, LLC History No change 3,100 227 0.02% 0.02% 1602 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 3,076 225 0.01% 0.01% 1603 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 3,065 225 0.03% 0.03% 1604 0 0.0% Q2 2026 Aug 05, 2026
HOGE FINANCIAL SERVICES, LLC History No change 3,069 225 0.11% 0.11% 1605 0 0.0% Q2 2026 Jul 29, 2026
Rockport Wealth LLC History No change 3,078 225 0.04% 0.04% 1606 0 0.0% Q2 2026 Jul 27, 2026
J HAGAN CAPITAL, INC. History No change 3,066 225 0.1% 0.1% 1607 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 3,059 224 0.0% 0.0% 1608 0 0.0% Q2 2026 Jul 13, 2026
Monument Capital Management History New 3,183 223 0.05% — 1611 +3,183 New Q3 2026 Oct 08, 2026
Ankerstar Wealth, LLC History No change 3,044 223 0.19% 0.19% 1609 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 3,049 223 0.09% 0.09% 1610 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 3,035 222 0.01% 0.01% 1612 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Advisory Group LLC History No change 3,036 222 0.01% 0.01% 1613 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 3,018 221 0.01% 0.01% 1614 0 0.0% Q2 2026 Aug 10, 2026
Signet Investment Advisory Group, Inc. History No change 3,000 220 0.1% 0.1% 1615 0 0.0% Q2 2026 Jul 29, 2026
MIRAMONTES CAPITAL, LLC History No change 3,001 220 0.07% 0.07% 1616 0 0.0% Q2 2026 Sep 09, 2026
Westchester Capital Management, Inc. History No change 2,988 219 0.04% 0.04% 1617 0 0.0% Q2 2026 Jul 22, 2026
Convergence Financial, LLC History No change 2,994 219 0.02% 0.02% 1618 0 0.0% Q2 2026 Aug 05, 2026
Sherman Wealth Management LLC History No change 2,978 218 0.16% 0.16% 1619 0 0.0% Q2 2026 Jul 09, 2026
Montecito Bank & Trust History No change 3,097 217 0.03% 0.03% 1620 0 0.0% Q3 2026 Oct 01, 2026
Inlight Wealth Management, LLC History No change 2,960 217 0.07% 0.07% 1621 0 0.0% Q2 2026 Jul 28, 2026
Aberdeen Group plc History No change 2,953 216 0.0% 0.0% 1622 0 0.0% Q2 2026 Jul 31, 2026
Ethos Financial Group, LLC History No change 2,988 216 0.01% 0.01% 1623 0 0.0% Q2 2026 Aug 07, 2026
Goldstone Financial Group, LLC History No change 2,953 216 0.02% 0.02% 1624 0 0.0% Q2 2026 Aug 11, 2026
JGP Wealth Management, LLC History No change 2,937 215 0.02% 0.02% 1625 0 0.0% Q2 2026 Jul 07, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 2,934 215 0.15% 0.15% 1626 0 0.0% Q2 2026 Aug 11, 2026
Peachtree Investment Partners, LLC History No change 2,920 214 0.07% 0.07% 1627 0 0.0% Q2 2026 Aug 06, 2026
Vertrix Wealth Management, LLC History No change 2,923 214 0.07% 0.07% 1628 0 0.0% Q2 2026 Jul 09, 2026
BlackDiamond Wealth Management, LLC History No change 2,948 212 0.09% 0.09% 1629 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 2,892 212 0.12% 0.12% 1630 0 0.0% Q2 2026 Aug 17, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,886 211 0.01% 0.01% 1631 0 0.0% Q2 2026 Jul 23, 2026
Sunpointe, LLC History No change 2,878 211 0.06% 0.06% 1632 0 0.0% Q2 2026 Jul 24, 2026
Investors Research Corp History Added to 2,996 210 0.04% 0.02% 1633 +1,825 155.85% Q3 2026 Oct 07, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 2,893 210 0.08% 0.08% 1634 0 0.0% Q2 2026 Aug 12, 2026
Syntegra Private Wealth Group, LLC History No change 2,856 209 0.02% 0.02% 1635 0 0.0% Q2 2026 Jul 15, 2026
TI-TRUST, INC History No change 2,823 207 0.11% 0.11% 1636 0 0.0% Q2 2026 Jul 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 2,812 206 0.01% 0.01% 1637 0 0.0% Q2 2026 Aug 03, 2026
STOCK YARDS BANK & TRUST CO History No change 2,816 206 0.01% 0.01% 1638 0 0.0% Q2 2026 Aug 19, 2026
Members Trust Co History No change 2,818 206 0.01% 0.01% 1639 0 0.0% Q2 2026 Jul 31, 2026
Harbour Trust & Investment Management Co History No change 2,812 206 0.02% 0.02% 1640 0 0.0% Q2 2026 Jul 28, 2026
Sensible Money, LLC History No change 2,799 205 0.05% 0.05% 1641 0 0.0% Q2 2026 Jul 30, 2026
Fortune Financial Group, Inc. History No change 2,773 203 0.16% 0.16% 1642 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,747 202 0.0% 0.0% 1643 0 0.0% Q2 2026 Aug 13, 2026
Tiller Private Wealth, Inc. History No change 2,762 202 0.06% 0.06% 1644 0 0.0% Q2 2026 Jul 24, 2026
RIA Advisory Group LLC History No change 2,754 202 0.04% 0.04% 1645 0 0.0% Q2 2026 Jul 23, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 2,749 202 0.11% 0.11% 1646 0 0.0% Q2 2026 Aug 19, 2026
BankPlus Wealth Management LLC History No change 2,762 202 0.09% 0.09% 1647 0 0.0% Q2 2026 Jul 17, 2026
Tortoise Investment Management, LLC History No change 2,749 201 0.01% 0.01% 1648 0 0.0% Q2 2026 Aug 07, 2026
Van Diest Capital, LLC History No change 2,727 200 0.18% 0.18% 1649 0 0.0% Q2 2026 Aug 04, 2026
Ares Financial Consulting, LLC History No change 2,709 198 0.14% 0.14% 1650 0 0.0% Q2 2026 Jul 09, 2026
Stone House Investment Management, LLC History No change 2,640 193 0.03% 0.03% 1651 0 0.0% Q2 2026 Aug 05, 2026
Aspect Partners, LLC History No change 2,630 193 0.07% 0.07% 1652 0 0.0% Q2 2026 Jul 16, 2026
Downshift Financial, LLC History No change 2,631 193 0.09% 0.09% 1653 0 0.0% Q2 2026 Aug 12, 2026
LFA - Lugano Financial Advisors SA History No change 2,575 189 0.11% 0.11% 1654 0 0.0% Q2 2026 Jul 28, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,569 188 0.05% 0.05% 1655 0 0.0% Q2 2026 Aug 27, 2026
Horizon Investments, LLC History No change 2,572 187 0.0% 0.0% 1656 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 2,541 186 0.06% 0.06% 1657 0 0.0% Q2 2026 Aug 17, 2026
Crews Bank & Trust History No change 2,546 186 0.02% 0.02% 1658 0 0.0% Q2 2026 Jul 16, 2026
ALBION FINANCIAL GROUP /UT History No change 2,516 184 0.01% 0.01% 1659 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO History No change 2,462 180 0.0% 0.0% 1660 0 0.0% Q2 2026 Jul 27, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,450 179 0.03% 0.03% 1661 0 0.0% Q2 2026 Aug 06, 2026
CRA Financial Services, LLC History No change 2,447 179 0.02% 0.02% 1662 0 0.0% Q2 2026 Jul 24, 2026
MONTAG A & ASSOCIATES INC History No change 2,422 177 0.01% 0.01% 1663 0 0.0% Q2 2026 Aug 05, 2026
Fourth Dimension Wealth, LLC History No change 2,421 177 0.06% 0.06% 1664 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 2,377 174 0.01% 0.01% 1665 0 0.0% Q2 2026 Aug 04, 2026
Truvestments Capital LLC History No change 2,356 172 0.03% 0.03% 1666 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 2,342 170 0.11% 0.11% 1667 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,194 161 0.0% 0.0% 1668 0 0.0% Q2 2026 Aug 12, 2026
UNION SAVINGS BANK History No change 2,078 152 0.06% 0.06% 1669 0 0.0% Q2 2026 Jul 23, 2026
Elgethun Capital Management History No change 2,055 150 0.02% 0.02% 1670 0 0.0% Q2 2026 Jul 29, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,044 150 0.1% 0.1% 1671 0 0.0% Q2 2026 Aug 05, 2026
Turn8 Private Wealth Inc. History No change 2,051 150 0.1% 0.1% 1672 0 0.0% Q2 2026 Aug 03, 2026
Founders Financial Alliance, LLC History No change 2,041 149 0.02% 0.02% 1673 0 0.0% Q2 2026 Aug 04, 2026
Kroeger Financial Partners History No change 1,979 145 0.14% 0.14% 1674 0 0.0% Q2 2026 Jul 27, 2026
Elevated Capital Advisors, LLC History No change 1,940 142 0.04% 0.04% 1675 0 0.0% Q2 2026 Aug 03, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,917 140 0.0% 0.0% 1676 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 1,850 135 0.1% 0.1% 1677 0 0.0% Q2 2026 Aug 11, 2026
Front Row Advisors LLC History No change 1,812 130 0.04% 0.04% 1678 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 1,738 127 0.03% 0.03% 1679 0 0.0% Q2 2026 Jul 21, 2026
United Financial Planning Group LLC History No change 1,731 127 0.06% 0.06% 1680 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 1,695 124 0.01% 0.01% 1681 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,588 116 0.13% 0.13% 1682 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 1,585 116 0.13% 0.13% 1683 0 0.0% Q2 2026 Jul 02, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 1,578 115 0.01% 0.01% 1684 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 1,547 113 0.03% 0.03% 1685 0 0.0% Q2 2026 Jul 28, 2026
Harborfront Financial Group LLC History No change 1,528 112 0.42% 0.42% 1686 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 1,515 111 0.02% 0.02% 1687 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,486 109 0.06% 0.06% 1688 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,396 102 0.0% 0.0% 1689 0 0.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History No change 1,357 99 0.03% 0.03% 1690 0 0.0% Q2 2026 Jul 15, 2026
Plante Moran Financial Advisors, LLC History No change 1,149 84 0.0% 0.0% 1691 0 0.0% Q2 2026 Aug 06, 2026
Innovative Asset Advisors Group, LLC History No change 1,156 84 0.04% 0.04% 1692 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 1,133 83 0.0% 0.0% 1693 0 0.0% Q2 2026 Aug 05, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,159 81 0.02% 0.02% 1694 0 0.0% Q3 2026 Oct 05, 2026
SOFI WEALTH, LLC History No change 1,117 81 0.0% 0.0% 1695 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History Added to 1,144 80 0.05% 0.04% 1696 +345 43.18% Q3 2026 Oct 02, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,100 79 0.01% 0.01% 1697 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,114 78 0.01% 0.01% 1698 0 0.0% Q3 2026 Oct 07, 2026
TSFG, LLC History No change 1,068 78 0.01% 0.01% 1699 0 0.0% Q2 2026 Jul 23, 2026
Investors Portfolio Services LLC History No change 965 70 0.05% 0.05% 1700 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 949 69 0.02% 0.02% 1701 0 0.0% Q2 2026 Aug 13, 2026
Hickory Point Bank & Trust History No change 993 69 0.04% 0.04% 1702 0 0.0% Q3 2026 Oct 01, 2026
Golden State Wealth Management, LLC History No change 935 68 0.01% 0.01% 1703 0 0.0% Q2 2026 Jul 22, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 937 65 0.0% 0.0% 1704 -14 -1.47% Q3 2026 Oct 09, 2026
Operose Advisors LLC History No change 892 65 0.01% 0.01% 1705 0 0.0% Q2 2026 Aug 13, 2026
Hamrick Investment Counsel, llc History No change 890 65 0.04% 0.04% 1706 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 876 64 0.0% 0.0% 1707 0 0.0% Q2 2026 Sep 15, 2026
Go Invest LLC History Added to 899 63 0.01% 0.01% 1708 +47 5.52% Q3 2026 Oct 08, 2026
GK Wealth Management LLC History New 896 62 0.03% — 1712 +896 New Q3 2026 Oct 09, 2026
HAZLETT, BURT & WATSON, INC. History No change 835 62 0.02% 0.02% 1709 0 0.0% Q2 2026 Jul 30, 2026
Fortis Group Advisors, LLC History No change 845 62 0.01% 0.01% 1710 0 0.0% Q2 2026 Jul 24, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 855 62 0.03% 0.03% 1711 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 863 61 0.0% 0.01% 1714 -2,379 -73.38% Q3 2026 Oct 02, 2026
Russell Investments Group, Ltd. History No change 844 61 0.0% 0.0% 1713 0 0.0% Q2 2026 Aug 06, 2026
Vision Retirement, LLC History No change 813 59 0.01% 0.01% 1715 0 0.0% Q2 2026 Jul 21, 2026
Coastline Trust Co History Reduced 819 57 0.01% 0.01% 1716 -52 -5.97% Q3 2026 Oct 01, 2026
Napier Financial, LLC History No change 784 57 0.01% 0.01% 1717 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Independent Advisors History No change 755 55 0.15% 0.15% 1718 0 0.0% Q2 2026 Aug 04, 2026
Strive Financial Group ,LLC History No change 753 55 0.02% 0.02% 1719 0 0.0% Q2 2026 Aug 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 720 51 0.01% 0.01% 1720 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 687 50 0.01% 0.01% 1721 0 0.0% Q2 2026 Sep 02, 2026
PITTENGER & ANDERSON INC History No change 691 50 0.0% 0.0% 1722 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 659 48 0.02% 0.02% 1723 0 0.0% Q2 2026 Aug 10, 2026
Center for Financial Planning, Inc. History No change 631 46 0.0% 0.0% 1724 0 0.0% Q2 2026 Jul 21, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 619 45 0.02% 0.02% 1725 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 616 44 0.0% 0.0% 1726 0 0.0% Q2 2026 Jul 27, 2026
SWAN Capital LLC History No change 610 44 0.02% 0.02% 1727 0 0.0% Q2 2026 Aug 13, 2026
Birchwood Financial Partners, Inc. History No change 591 43 0.04% 0.04% 1728 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 575 42 0.0% 0.0% 1729 0 0.0% Q2 2026 Jul 17, 2026
Murphy & Mullick Capital Management Corp History No change 585 42 0.03% 0.03% 1730 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 565 41 0.01% 0.01% 1731 0 0.0% Q2 2026 Aug 12, 2026
YANKCOM Partnership History No change 550 40 0.01% 0.01% 1732 0 0.0% Q2 2026 Jul 21, 2026
Hoese & Co LLP History No change 540 39 0.03% 0.03% 1733 0 0.0% Q2 2026 Jul 14, 2026
CULLEN/FROST BANKERS, INC. History No change 531 38 0.0% 0.0% 1734 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 519 38 0.0% 0.0% 1735 0 0.0% Q2 2026 Sep 04, 2026
Davis Capital Management History No change 528 37 0.02% 0.02% 1736 0 0.0% Q3 2026 Oct 08, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 506 37 0.01% 0.01% 1737 0 0.0% Q2 2026 Jul 22, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 108 37 0.04% 0.04% 1738 0 0.0% Q2 2026 Jul 27, 2026
Turim 21 Investimentos Ltda. History No change 484 35 0.01% 0.01% 1739 0 0.0% Q2 2026 Aug 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 475 35 0.01% 0.01% 1740 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 473 34 0.0% 0.0% 1741 0 0.0% Q2 2026 Jul 29, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 453 33 0.0% 0.0% 1742 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 448 32 0.0% 0.0% 1743 0 0.0% Q2 2026 Jul 20, 2026
BankPlus Trust Department History No change 441 32 0.01% 0.01% 1744 0 0.0% Q2 2026 Jul 28, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 437 32 0.06% 0.06% 1745 0 0.0% Q2 2026 Aug 10, 2026
Aberdeen Wealth Management LLC History No change 417 30 0.01% 0.01% 1746 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 418 30 0.02% 0.02% 1747 0 0.0% Q2 2026 Aug 17, 2026
MidFirst Bank History No change 405 29 0.0% 0.0% 1748 0 0.0% Q2 2026 Aug 07, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 402 29 0.03% 0.03% 1749 0 0.0% Q2 2026 Jul 09, 2026
Activest Wealth Management History No change 388 28 0.01% 0.01% 1750 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 383 28 0.0% 0.0% 1751 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 368 27 0.0% 0.0% 1752 0 0.0% Q2 2026 Aug 06, 2026
Tower View Wealth Management LLC History No change 372 27 0.01% 0.01% 1753 0 0.0% Q2 2026 Jul 24, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 357 26 0.01% 0.01% 1754 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 355 26 0.0% 0.0% 1755 0 0.0% Q2 2026 Jul 23, 2026
Reyes Financial Architecture, Inc. History No change 359 26 0.01% 0.01% 1756 0 0.0% Q2 2026 Jul 16, 2026
Financial Gravity Companies, Inc. History No change 341 25 0.0% 0.0% 1757 0 0.0% Q2 2026 Aug 05, 2026
Cheviot Value Management, LLC History No change 343 25 0.0% 0.0% 1758 0 0.0% Q2 2026 Aug 06, 2026
ESL Trust Services, LLC History No change 350 25 0.0% 0.0% 1759 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 358 25 0.0% 0.0% 1760 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 353 25 0.01% 0.01% 1761 0 0.0% Q2 2026 Jul 27, 2026
TOP Private Wealth LLC. History No change 345 25 0.02% 0.02% 1762 0 0.0% Q2 2026 Aug 13, 2026
NorthAvenue LLC History No change 333 24 0.02% 0.02% 1763 0 0.0% Q2 2026 Jul 21, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 323 23 0.02% 0.02% 1764 0 0.0% Q2 2026 Aug 04, 2026
Basecamp Wealth Advisors LLC History No change 318 23 0.0% 0.0% 1765 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 320 22 0.0% 0.0% 1766 0 0.0% Q3 2026 Oct 06, 2026
Delos Wealth Advisors, LLC History No change 300 22 0.01% 0.01% 1767 0 0.0% Q2 2026 Aug 14, 2026
Bank & Trust Co History No change 323 22 0.01% 0.01% 1768 0 0.0% Q3 2026 Oct 07, 2026
Pflug Koory, LLC History No change 299 21 0.01% 0.01% 1769 0 0.0% Q2 2026 Jul 21, 2026
BAYBAN History No change 299 21 0.02% 0.02% 1770 0 0.0% Q2 2026 Jul 30, 2026
Key Capital Management, INC History No change 279 20 0.01% 0.01% 1771 0 0.0% Q2 2026 Jul 27, 2026
Bollard Group LLC History No change 260 19 0.0% 0.0% 1772 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 253 18 0.01% 0.01% 1773 0 0.0% Q2 2026 Jul 13, 2026
Transce3nd, LLC History No change 252 18 0.16% 0.16% 1774 0 0.0% Q2 2026 Jul 24, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 250 18 0.01% 0.01% 1775 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 241 17 0.0% 0.0% 1776 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 226 16 0.0% 0.0% 1777 0 0.0% Q2 2026 Aug 06, 2026
Lummis Asset Management, LP History No change 206 15 0.01% 0.01% 1778 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History Added to 208 14 0.0% 0.0% 1782 +184 766.67% Q3 2026 Oct 08, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 199 14 0.01% 0.01% 1779 0 0.0% Q2 2026 Aug 05, 2026
ARVEST INVESTMENTS, INC. History No change 202 14 0.0% 0.0% 1780 0 0.0% Q2 2026 Jul 17, 2026
Trifecta Capital Advisors, LLC History No change 191 14 0.0% 0.0% 1781 0 0.0% Q2 2026 Aug 03, 2026
GoalVest Advisory LLC History Added to 194 13 0.0% 0.0% 1785 +176 977.78% Q3 2026 Oct 02, 2026
Capital Advisors, Ltd. LLC History No change 180 13 0.0% 0.0% 1783 0 0.0% Q2 2026 Jul 16, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 181 13 0.01% 0.01% 1784 0 0.0% Q2 2026 Aug 04, 2026
Millstone Evans Group, LLC History No change 184 13 0.01% 0.01% 1786 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 173 12 0.0% 0.0% 1787 0 0.0% Q2 2026 Aug 10, 2026
Cypress Capital Management LLC (WY) History No change 175 12 0.01% 0.01% 1788 0 0.0% Q2 2026 Aug 06, 2026
Smallwood Wealth Investment Management, LLC History No change 155 11 0.0% 0.0% 1789 0 0.0% Q2 2026 Jul 23, 2026
Olistico Wealth, LLC History New 154 10 0.0% — 1797 +154 New Q3 2026 Oct 05, 2026
Quaker Wealth Management, LLC History No change 138 10 0.0% 0.0% 1790 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 147 10 0.0% 0.0% 1791 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 138 10 0.0% 0.0% 1792 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 149 10 0.0% 0.0% 1793 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 140 10 0.0% 0.0% 1794 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 143 10 0.0% 0.0% 1795 0 0.0% Q2 2026 Aug 14, 2026
RHL GROUP, LLC History No change 145 10 0.01% 0.01% 1796 0 0.0% Q2 2026 Aug 03, 2026
Jackson, Grant Investment Advisers, Inc. History No change 125 9 0.0% 0.0% 1798 0 0.0% Q2 2026 Jul 31, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 135 9 0.0% 0.0% 1799 0 0.0% Q2 2026 Jul 20, 2026
LifeSteps Financial, Inc. History No change 130 9 0.0% 0.0% 1800 0 0.0% Q2 2026 Jul 17, 2026
Financial Life Planners History No change 136 9 0.01% 0.01% 1801 0 0.0% Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History No change 129 9 0.0% 0.0% 1802 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 118 8 0.0% 0.0% 1803 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 122 8 0.0% 0.0% 1804 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 113 8 0.0% 0.0% 1805 0 0.0% Q2 2026 Aug 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 108 7 0.0% 0.0% 1806 0 0.0% Q3 2026 Oct 07, 2026
Eukles Asset Management History No change 85 6 0.0% 0.0% 1807 0 0.0% Q2 2026 Aug 05, 2026
Rakuten Securities, Inc. History No change 89 6 0.0% 0.0% 1808 0 0.0% Q2 2026 Aug 11, 2026
VIMA LLC History No change 88 6 0.01% 0.01% 1809 0 0.0% Q2 2026 Jul 24, 2026
Wilkerson Advisory Group LLC History No change 89 6 0.0% 0.0% 1810 0 0.0% Q2 2026 Jul 21, 2026
Hara Capital LLC History No change 81 5 0.0% 0.0% 1811 0 0.0% Q2 2026 Aug 11, 2026
PlanVest Financial, Inc History No change 81 5 0.0% 0.0% 1812 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History New 68 4 0.0% — 1817 +68 New Q3 2026 Oct 07, 2026
Richardson Capital Management LLC History No change 62 4 0.0% 0.0% 1813 0 0.0% Q2 2026 Jul 17, 2026
WOLFF WIESE MAGANA LLC History No change 68 4 0.0% 0.0% 1814 0 0.0% Q2 2026 Jul 13, 2026
Mountain Hill Investment Partners Corp. History No change 56 4 0.0% 0.0% 1815 0 0.0% Q2 2026 Jul 16, 2026
Holos Integrated Wealth LLC History No change 56 4 0.0% 0.0% 1816 0 0.0% Q2 2026 Jul 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 48 3 0.0% 0.0% 1818 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 49 3 0.0% 0.0% 1819 0 0.0% Q3 2026 Oct 05, 2026
Byrne Asset Management LLC History No change 51 3 0.0% 0.0% 1820 0 0.0% Q3 2026 Oct 06, 2026
Financial Network Wealth Advisors LLC History No change 52 3 0.0% 0.0% 1821 0 0.0% Q2 2026 Jul 29, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 42 3 0.0% 0.0% 1822 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 35 2 0.0% 0.0% 1823 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 33 2 0.0% 0.0% 1824 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 27 1 0.0% 0.0% 1825 0 0.0% Q2 2026 Jul 23, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 15 1 0.0% 0.0% 1826 0 0.0% Q3 2026 Oct 01, 2026
Creative Capital Management Investments LLC History No change 18 1 0.0% 0.0% 1827 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Wealth Management, LLC History No change 19 1 0.0% 0.0% 1828 0 0.0% Q2 2026 Jul 30, 2026
Bernard Wealth Management Corp. History No change 23 1 0.0% 0.0% 1829 0 0.0% Q2 2026 Aug 21, 2026
Anchor Bay Capital, Inc. History No change 22 1 0.0% 0.0% 1830 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 21 1 0.0% 0.0% 1831 0 0.0% Q2 2026 Jul 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 14 1 0.0% 0.0% 1832 0 0.0% Q2 2026 Aug 07, 2026
Stokes Capital Advisors, LLC History Closed out 0 0 — 0.09% — -5,895 -100.0% Q3 2026 Oct 09, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.05% — -5,724 -100.0% Q3 2026 Oct 07, 2026
Mallini Complete Financial Planning LLC History Closed out 0 0 — 0.22% — -4,226 -100.0% Q3 2026 Oct 06, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -275 -100.0% Q3 2026 Oct 08, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Advisors History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HOEY INVESTMENTS, INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Morton Brown Family Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Bear Mountain Capital, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
BLUELINE ADVISORS LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Walsh & Associates, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026