Vanguard Charlotte Funds - BNDX

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 310,184,158 15,050,135 0.83% 0.83% 1 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 128,817,197 6,238,616 0.4% 0.4% 2 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 61,515,090 2,979,175 0.7% 0.7% 3 0 0.0% Q2 2026 Sep 23, 2026
VANGUARD ADVISERS INC History No change 58,846,335 2,849,926 9.7% 9.7% 4 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 39,340,451 1,905,258 2.35% 2.35% 5 0 0.0% Q2 2026 Aug 19, 2026
Savant Capital, LLC History No change 38,533,386 1,859,269 5.46% 5.46% 6 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 21,942,307 1,062,665 0.5% 0.5% 7 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 20,301,516 983,202 1.66% 1.66% 8 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 19,103,376 925,176 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 13,123,557 635,574 0.56% 0.56% 10 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 11,468,622 555,425 0.12% 0.12% 11 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 10,357,596 501,620 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 9,884,431 478,703 1.14% 1.14% 13 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 7,501,131 363,279 0.62% 0.62% 14 0 0.0% Q2 2026 Jul 30, 2026
Bank of New York Mellon Corp History No change 7,282,745 352,703 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 5,925,087 286,952 0.26% 0.26% 16 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,753,064 278,620 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,072,090 245,641 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN NATIONAL CORP History No change 4,815,071 233,193 5.97% 5.97% 19 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 4,325,800 209,567 0.86% 0.86% 20 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,156,520 201,300 0.96% 0.96% 21 0 0.0% Q2 2026 Sep 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,573,990 173,088 0.6% 0.6% 22 0 0.0% Q2 2026 Aug 10, 2026
ALLIANCEBERNSTEIN L.P. History No change 3,471,877 166,823 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 3,317,595 160,671 0.14% 0.14% 24 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,140,768 152,107 0.35% 0.35% 25 0 0.0% Q2 2026 Jul 27, 2026
Ally Invest Advisors Inc. History No change 2,662,224 128,931 7.79% 7.79% 26 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 2,503,755 121,256 0.56% 0.56% 27 0 0.0% Q2 2026 Aug 18, 2026
AMERIPRISE FINANCIAL INC History No change 2,434,416 117,665 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,335,059 113,087 1.53% 1.53% 29 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,194,319 106,270 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 2,052,383 99,396 0.2% 0.2% 31 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 2,034,345 98,523 0.19% 0.19% 32 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 1,963,500 95,092 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,859,138 90,038 0.13% 0.13% 34 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 1,789,179 86,675 0.1% 0.1% 35 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 1,710,245 82,827 0.1% 0.1% 36 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 1,593,322 77,164 3.93% 3.93% 37 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 1,574,681 76,261 0.09% 0.09% 38 0 0.0% Q2 2026 Jul 28, 2026
WELLS FARGO & COMPANY/MN History No change 1,555,652 75,340 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 1,535,784 74,378 4.78% 4.78% 40 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 1,423,682 68,948 0.67% 0.67% 41 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 1,346,913 65,230 0.61% 0.61% 42 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 1,338,153 64,806 0.82% 0.82% 43 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 1,337,537 64,776 1.25% 1.25% 44 0 0.0% Q2 2026 Aug 05, 2026
Partners in Financial Planning History No change 1,288,435 62,399 9.46% 9.46% 45 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 1,282,841 62,127 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 1,265,567 61,405 5.39% 5.39% 47 0 0.0% Q2 2026 Sep 25, 2026
CreativeOne Wealth, LLC History No change 1,184,598 57,370 1.24% 1.24% 48 0 0.0% Q2 2026 Aug 13, 2026
Burton Enright Welch History No change 1,174,634 56,887 6.68% 6.68% 49 0 0.0% Q2 2026 Jul 17, 2026
Capstone Financial Advisors, Inc. History No change 1,124,674 54,467 2.65% 2.65% 50 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 1,117,222 54,107 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 11, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 1,080,386 52,323 5.96% 5.96% 52 0 0.0% Q2 2026 Jul 07, 2026
Orion Porfolio Solutions, LLC History No change 1,074,729 52,049 0.4% 0.4% 53 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,068,395 51,827 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 1,068,748 51,759 0.91% 0.91% 55 0 0.0% Q2 2026 Jul 15, 2026
Retirement Investment Advisors, Inc. History No change 1,064,060 50,957 3.63% 3.63% 56 0 0.0% Q2 2026 Jul 15, 2026
P/E Global LLC History No change 1,038,478 50,293 3.23% 3.23% 57 0 0.0% Q2 2026 Jul 23, 2026
PDS Planning, Inc History No change 1,034,989 50,124 2.9% 2.9% 58 0 0.0% Q2 2026 Aug 05, 2026
Alaska Permanent Capital Management, LLC History No change 1,030,814 49,870 3.26% 3.26% 59 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 993,069 48,094 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 12, 2026
Clark Asset Management, LLC History No change 981,214 47,520 3.73% 3.73% 61 0 0.0% Q2 2026 Jul 07, 2026
Hamilton Point Investment Advisors, LLC History No change 919,347 44,523 6.27% 6.27% 62 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 892,697 43,233 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 03, 2026
Apella Capital, LLC History Reduced 896,479 41,982 0.53% 0.64% 64 -48,886 -5.17% Q3 2026 Oct 08, 2026
NewEdge Advisors, LLC History No change 840,831 40,721 0.12% 0.12% 65 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 833,549 40,368 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 831,460 40,076 0.44% 0.44% 67 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 802,768 38,878 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 827,903 38,804 1.05% 1.62% 69 -331,472 -28.59% Q3 2026 Oct 02, 2026
Valmark Advisers, Inc. History No change 796,548 38,576 0.41% 0.41% 70 0 0.0% Q2 2026 Aug 06, 2026
1832 Asset Management L.P. History No change 796,320 38,565 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 793,418 38,123 2.35% 2.35% 72 0 0.0% Q2 2026 Jul 21, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 749,859 36,315 0.25% 0.25% 73 0 0.0% Q2 2026 Jul 22, 2026
Wedmont Private Capital History No change 743,512 35,748 0.98% 0.98% 74 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History Added to 743,488 34,847 0.25% 0.26% 75 +64,178 9.45% Q3 2026 Oct 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 708,368 34,306 0.04% 0.04% 76 0 0.0% Q2 2026 Jul 29, 2026
Discipline Wealth Solutions, LLC History No change 658,093 31,871 2.78% 2.78% 77 0 0.0% Q2 2026 Jul 21, 2026
Human Investing LLC History No change 656,654 31,801 4.12% 4.12% 78 0 0.0% Q2 2026 Jul 21, 2026
MilWealth Group LLC History No change 641,227 31,054 6.62% 6.62% 79 0 0.0% Q2 2026 Aug 03, 2026
Alaska Wealth Advisors, LLC History No change 640,132 31,001 3.36% 3.36% 80 0 0.0% Q2 2026 Aug 11, 2026
Marotta Asset Management History Added to 650,940 30,509 5.18% 5.12% 81 +13,823 2.17% Q3 2026 Oct 02, 2026
HARBOUR INVESTMENTS, INC. History No change 603,409 29,223 0.39% 0.39% 82 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 602,669 29,187 0.33% 0.33% 83 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 599,180 29,018 0.09% 0.09% 84 0 0.0% Q2 2026 Jul 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 595,099 28,820 1.42% 1.42% 85 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 590,624 28,603 0.17% 0.17% 86 0 0.0% Q2 2026 Jul 20, 2026
Avion Wealth History No change 570,842 27,645 5.14% 5.14% 87 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 566,084 27,415 0.13% 0.13% 88 0 0.0% Q2 2026 Aug 13, 2026
BURRUS FINANCIAL SERVICES, INC. History No change 559,901 27,116 11.77% 11.77% 89 0 0.0% Q2 2026 Jul 20, 2026
Evolution Advisers, Inc. History No change 553,304 26,796 9.85% 9.85% 90 0 0.0% Q2 2026 Jul 31, 2026
McLean Asset Management Corp History No change 552,563 26,395 3.49% 3.49% 91 0 0.0% Q2 2026 Aug 12, 2026
Silver Oak Advisory Group, Inc. History No change 544,324 26,361 10.39% 10.39% 92 0 0.0% Q2 2026 Jul 31, 2026
Avior Wealth Management, LLC History No change 534,207 25,871 0.68% 0.68% 93 0 0.0% Q2 2026 Jul 07, 2026
GOLDMAN SACHS GROUP INC History No change 529,866 25,661 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 529,231 25,630 1.88% 1.88% 95 0 0.0% Q2 2026 Aug 03, 2026
Hassell Wealth Management, LLC History No change 531,498 25,421 7.8% 7.8% 96 0 0.0% Q2 2026 Jul 13, 2026
Luminvest Wealth Management LLC History No change 522,481 25,284 5.88% 5.88% 97 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 509,082 24,654 0.25% 0.25% 98 0 0.0% Q2 2026 Jul 28, 2026
Wiser Wealth Management, Inc History No change 496,529 24,046 4.6% 4.6% 99 0 0.0% Q2 2026 Jul 14, 2026
Flagstone Financial Management History No change 496,358 24,038 5.38% 5.38% 100 0 0.0% Q2 2026 Jul 21, 2026
Advocacy Wealth Management, LLC History No change 491,698 23,812 0.87% 0.87% 101 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 489,020 23,688 0.04% 0.04% 102 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 477,491 23,124 5.44% 5.44% 103 0 0.0% Q2 2026 Jul 20, 2026
GeoWealth Management, LLC History No change 470,493 22,785 0.72% 0.72% 104 0 0.0% Q2 2026 Jul 30, 2026
FIL Ltd History No change 467,137 22,623 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
Financial Advisors Network, Inc. History No change 467,071 22,620 2.77% 2.77% 106 0 0.0% Q2 2026 Aug 14, 2026
Prospera Capital Management, LLC History No change 456,925 22,033 6.89% 6.89% 107 0 0.0% Q2 2026 Jul 27, 2026
BlueSky Wealth Advisors, LLC History No change 438,441 21,233 2.46% 2.46% 108 0 0.0% Q2 2026 Jul 28, 2026
Chandler Asset Management, Inc. History No change 432,285 20,935 2.95% 2.95% 109 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 420,878 20,383 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
SEEDS INVESTOR LLC History No change 417,926 20,240 2.08% 2.08% 111 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 411,825 19,944 0.67% 0.67% 112 0 0.0% Q2 2026 Jul 24, 2026
Ascent Group, LLC History No change 409,962 19,854 0.59% 0.59% 113 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 405,420 19,634 0.25% 0.25% 114 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 404,393 19,584 2.05% 2.05% 115 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 398,711 19,309 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 397,935 19,274 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 393,959 19,079 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 391,912 18,980 0.12% 0.12% 119 0 0.0% Q2 2026 Jul 20, 2026
Parker Financial LLC History No change 390,210 18,891 6.91% 6.91% 120 0 0.0% Q2 2026 Aug 03, 2026
Cranbrook Wealth Management, LLC History No change 381,052 18,454 3.45% 3.45% 121 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 381,851 18,359 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 15, 2026
VestGen Advisors, LLC History No change 376,787 18,247 0.53% 0.53% 123 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Capital Advisors, Inc History No change 370,719 17,953 6.76% 6.76% 124 0 0.0% Q2 2026 Jul 23, 2026
Boston Standard Wealth Management, LLC History Added to 378,454 17,738 2.55% 0.04% 125 +372,166 5918.67% Q3 2026 Oct 07, 2026
EP Wealth Advisors, LLC History No change 364,167 17,636 0.07% 0.07% 126 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Group, LLC History No change 360,811 17,474 3.56% 3.56% 127 0 0.0% Q2 2026 Aug 04, 2026
ShankerValleau Wealth Advisors, Inc. History No change 356,458 17,263 4.55% 4.55% 128 0 0.0% Q2 2026 Jul 09, 2026
Christian Investment Advisors, Inc. History No change 352,185 17,056 10.05% 10.05% 129 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 350,775 16,988 0.93% 0.93% 130 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 348,330 16,869 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 344,914 16,704 0.11% 0.11% 132 0 0.0% Q2 2026 Aug 10, 2026
Triad Wealth Partners, LLC History No change 347,658 16,631 0.98% 0.98% 133 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 342,588 16,591 0.17% 0.17% 134 0 0.0% Q2 2026 Jul 15, 2026
Financial Architects, LLC History No change 342,491 16,586 7.95% 7.95% 135 0 0.0% Q2 2026 Jul 21, 2026
HighTower Advisors, LLC History No change 323,121 15,648 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 05, 2026
Perigon Wealth Management, LLC History No change 318,593 15,429 0.24% 0.24% 137 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Advisors Inc. History No change 318,189 15,409 2.65% 2.65% 138 0 0.0% Q2 2026 Jul 16, 2026
ATMOS ADVISORY, LLC History Added to 323,143 15,145 8.06% 8.05% 139 +5,130 1.61% Q3 2026 Oct 06, 2026
Grove Street Fiduciary, LLC History No change 310,499 15,037 6.35% 6.35% 140 0 0.0% Q2 2026 Jul 23, 2026
XY Planning Network, Inc. History No change 310,169 15,021 1.88% 1.88% 141 0 0.0% Q2 2026 Jul 14, 2026
Bay Harbor Wealth Management, LLC History No change 308,934 14,961 3.45% 3.45% 142 0 0.0% Q2 2026 Jul 28, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 309,427 14,861 8.45% 8.45% 143 0 0.0% Q2 2026 Jul 24, 2026
Factor Wealth Management LTD History Reduced 314,887 14,758 2.26% 2.35% 144 -6,504 -2.02% Q3 2026 Oct 08, 2026
Greenspring Advisors, LLC History No change 304,105 14,727 0.82% 0.82% 145 0 0.0% Q2 2026 Aug 11, 2026
SigFig Wealth Management, LLC History Added to 314,013 14,717 0.37% 0.4% 146 +3,264 1.05% Q3 2026 Oct 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 297,256 14,396 0.83% 0.83% 147 0 0.0% Q2 2026 Jul 15, 2026
Brooklyn FI, LLC History No change 295,211 14,109 2.58% 2.58% 148 0 0.0% Q2 2026 Aug 04, 2026
Vawter Financial, Ltd. History No change 289,801 14,035 5.29% 5.29% 149 0 0.0% Q2 2026 Jul 24, 2026
Livet Wealth, LLC History No change 282,984 13,704 7.9% 7.9% 150 0 0.0% Q2 2026 Jul 28, 2026
Net Worth Advisory Group History No change 279,405 13,531 3.41% 3.41% 151 0 0.0% Q2 2026 Jul 13, 2026
DiPaolo Financial Group, Inc. History No change 278,303 13,478 8.81% 8.81% 152 0 0.0% Q2 2026 Jul 09, 2026
BIP Wealth, LLC History No change 274,807 13,308 0.38% 0.38% 153 0 0.0% Q2 2026 Aug 03, 2026
Sovereign Financial Group, Inc. History No change 272,485 13,196 2.02% 2.02% 154 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 273,227 13,186 0.22% 0.22% 155 0 0.0% Q2 2026 Aug 13, 2026
Weitzel Financial Services, Inc. History No change 267,894 12,925 4.39% 4.39% 156 0 0.0% Q2 2026 Jul 14, 2026
NI ACQUISITIONS COMPANY, LLC History No change 266,258 12,894 5.5% 5.5% 157 0 0.0% Q2 2026 Aug 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 266,204 12,892 1.22% 1.22% 158 0 0.0% Q2 2026 Jul 09, 2026
Mutual Advisors, LLC History No change 265,137 12,840 0.24% 0.24% 159 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 265,085 12,838 0.21% 0.21% 160 0 0.0% Q2 2026 Jul 31, 2026
Strategic Investment Advisors / MI History No change 258,107 12,500 0.76% 0.76% 161 0 0.0% Q2 2026 Aug 14, 2026
Morton Brown Family Wealth, LLC History No change 256,559 12,425 2.82% 2.82% 162 0 0.0% Q2 2026 Jul 21, 2026
Level Financial Advisors History No change 255,969 12,396 2.77% 2.77% 163 0 0.0% Q2 2026 Jul 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 255,624 12,379 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 256,513 12,325 0.5% 0.5% 165 0 0.0% Q2 2026 Jul 09, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 252,649 12,235 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 13, 2026
Golden Bell Financial Planning LLC History No change 251,039 12,157 8.94% 8.94% 167 0 0.0% Q2 2026 Jul 31, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 250,496 12,131 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 247,762 11,999 0.6% 0.6% 169 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 247,281 11,975 1.06% 1.06% 170 0 0.0% Q2 2026 Jul 20, 2026
ABLE Financial Group, LLC History No change 237,186 11,486 1.93% 1.93% 171 0 0.0% Q2 2026 Jul 22, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 236,266 11,442 1.8% 1.8% 172 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 234,408 11,352 0.1% 0.1% 173 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 233,668 11,316 5.11% 5.11% 174 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 231,639 11,218 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 229,918 11,134 0.19% 0.19% 176 0 0.0% Q2 2026 Jul 21, 2026
Aspire Private Capital, LLC History No change 226,502 10,969 2.27% 2.27% 177 0 0.0% Q2 2026 Jul 15, 2026
VAN ECK ASSOCIATES CORP History No change 226,076 10,948 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 223,933 10,845 0.13% 0.13% 179 0 0.0% Q2 2026 Aug 04, 2026
Topsail Wealth Management, LLC History No change 223,484 10,823 1.38% 1.38% 180 0 0.0% Q2 2026 Aug 13, 2026
Leading Edge Financial Planning LLC History No change 220,323 10,670 1.9% 1.9% 181 0 0.0% Q2 2026 Aug 06, 2026
AMG National Trust Bank History No change 219,868 10,648 0.22% 0.22% 182 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 219,376 10,624 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 05, 2026
LEGACY FINANCIAL GROUP, INC. History No change 218,204 10,567 2.47% 2.47% 184 0 0.0% Q2 2026 Jul 30, 2026
Trust Co History No change 215,988 10,460 0.94% 0.94% 185 0 0.0% Q2 2026 Jul 10, 2026
Arcadia Wealth Management, LLC History No change 212,262 10,279 3.23% 3.23% 186 0 0.0% Q2 2026 Jul 20, 2026
Columbia River Financial Group, LLC History No change 210,543 10,196 5.48% 5.48% 187 0 0.0% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History No change 209,543 10,148 1.64% 1.64% 188 0 0.0% Q2 2026 Aug 03, 2026
Goldstein Advisors, LLC History No change 207,195 10,034 0.92% 0.92% 189 0 0.0% Q2 2026 Jul 20, 2026
Aletheian Wealth Advisors LLC History Added to 213,144 9,990 4.01% 4.28% 190 +6,229 3.01% Q3 2026 Oct 08, 2026
Topel & Distasi Wealth Management, LLC History No change 205,020 9,929 4.79% 4.79% 191 0 0.0% Q2 2026 Aug 07, 2026
Fairway Wealth LLC History No change 204,622 9,909 2.27% 2.27% 192 0 0.0% Q2 2026 Jul 24, 2026
Tribridge Partners Financial LLC History No change 206,747 9,907 3.88% 3.88% 193 0 0.0% Q2 2026 Aug 04, 2026
FC Advisory LLC History Reduced 210,081 9,846 2.58% 2.75% 194 -4,525 -2.11% Q3 2026 Oct 05, 2026
COOPER/HAIMS ADVISORS, LLC History No change 200,030 9,687 4.17% 4.17% 195 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 199,962 9,684 1.15% 1.15% 196 0 0.0% Q2 2026 Sep 02, 2026
GuidedMoney, LLC History No change 198,170 9,597 4.44% 4.44% 197 0 0.0% Q2 2026 Jul 28, 2026
CFS Investment Advisory Services, LLC History No change 198,349 9,568 0.64% 0.64% 198 0 0.0% Q2 2026 Jul 16, 2026
STEPHENS INC /AR/ History No change 196,582 9,520 0.11% 0.11% 199 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Added to 202,683 9,499 0.63% 0.6% 200 +12,570 6.61% Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 194,357 9,412 0.8% 0.8% 201 0 0.0% Q2 2026 Aug 14, 2026
Somnio Financial Group, LLC History No change 193,561 9,374 5.55% 5.55% 202 0 0.0% Q2 2026 Jul 06, 2026
Financial Planning Navigators CORP History No change 193,302 9,361 3.5% 3.5% 203 0 0.0% Q2 2026 Jul 28, 2026
Security Financial Services, INC. History No change 193,238 9,358 1.3% 1.3% 204 0 0.0% Q2 2026 Jul 15, 2026
BDFS Capital LLC History No change 192,154 9,306 4.05% 4.05% 205 0 0.0% Q2 2026 Jul 15, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 191,084 9,254 0.8% 0.8% 206 0 0.0% Q2 2026 Jul 27, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 189,646 9,184 1.09% 1.09% 207 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Management, Inc. History No change 188,731 9,140 2.8% 2.8% 208 0 0.0% Q2 2026 Jul 15, 2026
Forum Private Client Group LLC History No change 188,617 9,134 2.72% 2.72% 209 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 185,128 8,965 0.1% 0.1% 210 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 184,336 8,927 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 184,198 8,920 4.97% 4.97% 212 0 0.0% Q2 2026 Aug 07, 2026
Johnson & White Wealth Management, LLC History No change 176,355 8,540 3.19% 3.19% 213 0 0.0% Q2 2026 Jul 16, 2026
CAMDEN NATIONAL BANK History No change 174,449 8,448 1.1% 1.1% 214 0 0.0% Q2 2026 Jul 31, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 173,938 8,423 1.2% 1.2% 215 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Solutions Inc. History No change 172,397 8,349 3.17% 3.17% 216 0 0.0% Q2 2026 Jul 13, 2026
NorthRock Partners, LLC History No change 171,559 8,308 0.12% 0.12% 217 0 0.0% Q2 2026 Aug 11, 2026
LINCOLN CAPITAL CORP History No change 171,277 8,294 2.69% 2.69% 218 0 0.0% Q2 2026 Jul 16, 2026
Center For Asset Management LLC History No change 169,833 8,225 3.65% 3.65% 219 0 0.0% Q2 2026 Jul 27, 2026
Bear Mountain Capital, Inc. History No change 171,450 8,222 2.38% 2.38% 220 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 165,564 8,018 0.07% 0.07% 221 0 0.0% Q2 2026 Aug 06, 2026
Sensenig Capital Advisors, Inc History No change 164,780 7,980 7.3% 7.3% 222 0 0.0% Q2 2026 Jul 17, 2026
Level Wealth Management LLC History No change 164,549 7,969 3.19% 3.19% 223 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 163,386 7,912 0.4% 0.4% 224 0 0.0% Q2 2026 Jul 23, 2026
RESOLUTE CAPITAL, LLC History No change 162,954 7,891 2.72% 2.72% 225 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 161,077 7,815 0.25% 0.25% 226 0 0.0% Q2 2026 Aug 12, 2026
Scissortail Wealth Management, LLC History No change 160,235 7,760 1.49% 1.49% 227 0 0.0% Q2 2026 Aug 05, 2026
Upper Left Wealth Management, LLC History No change 160,232 7,760 4.3% 4.3% 228 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Investment Management History No change 159,751 7,736 2.63% 2.63% 229 0 0.0% Q2 2026 Aug 06, 2026
Paladin Partners, LLC History Added to 162,385 7,610 4.68% 4.87% 230 +10,223 6.72% Q3 2026 Oct 06, 2026
Omega Financial Group, LLC History No change 155,392 7,525 2.29% 2.29% 231 0 0.0% Q2 2026 Jul 21, 2026
Compound Planning, Inc. History No change 154,658 7,490 0.2% 0.2% 232 0 0.0% Q2 2026 Aug 04, 2026
Valpey Financial Services, LLC History No change 152,118 7,367 4.39% 4.39% 233 0 0.0% Q2 2026 Aug 11, 2026
Prospect Financial Group LLC History No change 151,161 7,320 5.9% 5.9% 234 0 0.0% Q2 2026 Aug 06, 2026
Silver Coast Investments LLC History No change 151,090 7,317 2.18% 2.18% 235 0 0.0% Q2 2026 Jul 24, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 150,579 7,292 0.73% 0.73% 236 0 0.0% Q2 2026 Jul 31, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 150,290 7,278 0.95% 0.95% 237 0 0.0% Q2 2026 Jul 20, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 148,195 7,177 1.6% 1.6% 238 0 0.0% Q2 2026 Jul 20, 2026
Plum Street Advisors, LLC History No change 147,429 7,139 2.28% 2.28% 239 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 144,433 6,994 1.92% 1.92% 240 0 0.0% Q2 2026 Aug 03, 2026
Stokes Family Office, LLC History No change 140,148 6,787 0.79% 0.79% 241 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 139,978 6,779 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 07, 2026
Manuka Financial, LLC History No change 139,507 6,756 3.51% 3.51% 243 0 0.0% Q2 2026 Jul 31, 2026
ACORN CREEK CAPITAL LLC History No change 139,009 6,732 2.25% 2.25% 244 0 0.0% Q2 2026 Aug 06, 2026
RIVERSEDGE ADVISORS, LLC History No change 138,239 6,694 0.88% 0.88% 245 0 0.0% Q2 2026 Jul 16, 2026
TRB Wealth Management, LLC History No change 137,851 6,676 0.89% 0.89% 246 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 136,225 6,597 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 135,978 6,585 0.6% 0.6% 248 0 0.0% Q2 2026 Jul 16, 2026
City State Bank History No change 135,179 6,546 1.5% 1.5% 249 0 0.0% Q2 2026 Jul 14, 2026
Braun-Bostich & Associates Inc. History No change 134,018 6,490 3.62% 3.62% 250 0 0.0% Q2 2026 Jul 24, 2026
FPC INVESTMENT ADVISORY, INC. History No change 135,332 6,486 3.06% 3.06% 251 0 0.0% Q2 2026 Aug 13, 2026
Chesapeake Wealth Management History No change 133,371 6,459 1.81% 1.81% 252 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 133,359 6,458 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 24, 2026
Retirement Wealth Solutions LLC History Added to 137,083 6,425 3.39% 3.63% 254 +853 0.63% Q3 2026 Oct 07, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 130,734 6,331 2.98% 2.98% 255 0 0.0% Q2 2026 Aug 10, 2026
Fairlight Advisors History No change 130,685 6,329 5.16% 5.16% 256 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 130,548 6,322 0.15% 0.15% 257 0 0.0% Q2 2026 Aug 05, 2026
Seneschal Advisors, LLC History No change 128,662 6,231 4.27% 4.27% 258 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 127,387 6,170 3.13% 3.13% 259 0 0.0% Q2 2026 Aug 06, 2026
CGN Advisors LLC History No change 127,011 6,151 0.45% 0.45% 260 0 0.0% Q2 2026 Jul 06, 2026
Baird Financial Group, Inc. History No change 124,599 6,034 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON SECURITIES CORP. History Added to 128,503 6,022 2.52% 2.56% 262 +5,203 4.22% Q3 2026 Oct 08, 2026
ONE Advisory Partners, LLC History No change 123,691 5,990 1.63% 1.63% 263 0 0.0% Q2 2026 Jul 21, 2026
W.H. Cornerstone Investments Inc. History No change 123,327 5,972 3.38% 3.38% 264 0 0.0% Q2 2026 Aug 07, 2026
Five Pine Wealth Management History No change 123,153 5,964 3.37% 3.37% 265 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 122,924 5,960 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 122,454 5,930 0.36% 0.36% 267 0 0.0% Q2 2026 Aug 04, 2026
Fort Vancouver Investment Management, LLC History No change 121,748 5,896 2.75% 2.75% 268 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 121,268 5,872 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 03, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 120,000 5,811 0.33% 0.33% 270 0 0.0% Q2 2026 Aug 05, 2026
Vanguard National Trust Co History No change 119,568 5,790 0.32% 0.32% 271 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 119,444 5,784 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 03, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 122,600 5,746 0.93% 0.97% 273 +64 0.05% Q3 2026 Oct 08, 2026
Pettinga Financial Advisors LLC History No change 117,822 5,706 0.91% 0.91% 274 0 0.0% Q2 2026 Jul 09, 2026
Auour Investments LLC History No change 116,963 5,664 1.62% 1.62% 275 0 0.0% Q2 2026 Jul 21, 2026
Baron Financial Group, LLC History No change 116,890 5,660 2.7% 2.7% 276 0 0.0% Q2 2026 Jul 09, 2026
Hopwood Nicholas Hunter History No change 115,463 5,591 1.53% 1.53% 277 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 114,975 5,578 0.3% 0.3% 278 0 0.0% Q2 2026 Jul 14, 2026
Horizons Wealth Management History New 118,816 5,568 3.47% — 279 +118,816 New Q3 2026 Oct 05, 2026
Evergreen Private Wealth LLC History No change 113,644 5,503 2.03% 2.03% 280 0 0.0% Q2 2026 Jul 23, 2026
Frisco Financial Planning LLC History Added to 117,361 5,500 4.28% 4.17% 281 +3,183 2.79% Q3 2026 Oct 05, 2026
Addison Advisors LLC History No change 112,872 5,466 2.58% 2.58% 282 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 111,718 5,410 0.15% 0.15% 283 0 0.0% Q2 2026 Aug 07, 2026
Sagace Wealth Management LLC History No change 111,660 5,407 3.39% 3.39% 284 0 0.0% Q2 2026 Aug 03, 2026
FIRST HORIZON CORP History No change 111,549 5,402 0.21% 0.21% 285 0 0.0% Q2 2026 Jul 20, 2026
LMG Wealth Partners, LLC History No change 111,162 5,383 0.86% 0.86% 286 0 0.0% Q2 2026 Aug 12, 2026
Heritage Family Offices, LLP History No change 110,573 5,355 2.07% 2.07% 287 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 110,573 5,355 2.07% 2.07% 288 0 0.0% Q2 2026 Jul 06, 2026
Grey Fox Wealth Advisors, LLC History No change 109,879 5,321 0.83% 0.83% 289 0 0.0% Q2 2026 Jul 17, 2026
Veery Capital, LLC History Added to 111,551 5,228 1.39% 1.36% 290 +6,691 6.38% Q3 2026 Oct 07, 2026
Midwest Capital Advisors, LLC History No change 107,574 5,209 2.12% 2.12% 291 0 0.0% Q2 2026 Jul 28, 2026
Arta Finance Wealth Management LLC History No change 106,552 5,148 2.2% 2.2% 292 0 0.0% Q2 2026 Aug 13, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 106,114 5,139 3.34% 3.34% 293 0 0.0% Q2 2026 Jul 28, 2026
KINTRA WEALTH, LLC History No change 104,899 5,025 0.26% 0.26% 294 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 103,514 5,013 0.2% 0.2% 295 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 102,760 4,976 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 07, 2026
BCGM Wealth Management, LLC History No change 102,741 4,975 1.05% 1.05% 297 0 0.0% Q2 2026 Aug 04, 2026
Vertex Investment Solutions Co., Ltd. History No change 102,400 4,961 3.35% 3.35% 298 0 0.0% Q2 2026 Jul 15, 2026
Tandem Financial, LLC History No change 101,802 4,930 1.48% 1.48% 299 0 0.0% Q2 2026 Aug 13, 2026
K2 Financial Inc. History No change 101,829 4,910 3.47% 3.47% 300 0 0.0% Q2 2026 Jul 21, 2026
Zeit Capital LLC History No change 99,807 4,833 2.91% 2.91% 301 0 0.0% Q2 2026 Aug 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 99,294 4,808 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 99,294 4,808 0.23% 0.23% 303 0 0.0% Q2 2026 Jul 09, 2026
HM PAYSON & CO History No change 98,705 4,780 0.06% 0.06% 304 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 120,855 4,761 0.1% 0.1% 305 0 0.0% Q2 2026 Jul 17, 2026
Ancora Advisors LLC History No change 97,843 4,738 0.09% 0.09% 306 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 97,065 4,700 0.28% 0.28% 307 0 0.0% Q2 2026 Aug 10, 2026
TSA Wealth Managment LLC History No change 96,936 4,694 1.33% 1.33% 308 0 0.0% Q2 2026 Aug 03, 2026
Friedenthal Financial History No change 95,678 4,633 2.14% 2.14% 309 0 0.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 95,173 4,609 0.05% 0.05% 310 0 0.0% Q2 2026 Jul 28, 2026
Gotham Asset Management, LLC History No change 94,788 4,590 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 14, 2026
Sharper & Granite LLC History No change 94,095 4,557 1.41% 1.41% 312 0 0.0% Q2 2026 Jul 16, 2026
Global Trust Wealth Management LLC History No change 93,013 4,504 3.1% 3.1% 313 0 0.0% Q2 2026 Jul 16, 2026
Emergent Wealth Advisors, LLC History No change 92,926 4,497 2.34% 2.34% 314 0 0.0% Q2 2026 Jul 13, 2026
EQ WEALTH ADVISORS, LLC History No change 92,087 4,459 2.45% 2.45% 315 0 0.0% Q2 2026 Jul 24, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 92,480 4,417 0.86% 0.86% 316 0 0.0% Q2 2026 Aug 07, 2026
NYL Investors LLC History No change 90,733 4,394 1.68% 1.68% 317 0 0.0% Q2 2026 Aug 12, 2026
SIMON QUICK ADVISORS, LLC History No change 90,549 4,385 0.18% 0.18% 318 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 90,478 4,381 0.2% 0.2% 319 0 0.0% Q2 2026 Jul 23, 2026
SBI Securities Co., Ltd. History No change 88,691 4,295 0.1% 0.1% 320 0 0.0% Q2 2026 Jul 22, 2026
LANARK FINANCIAL, INC. History No change 88,530 4,287 0.29% 0.29% 321 0 0.0% Q2 2026 Jul 21, 2026
WATERSHED PRIVATE WEALTH LLC History No change 87,628 4,243 1.19% 1.19% 322 0 0.0% Q2 2026 Jul 17, 2026
Geneos Wealth Management Inc. History No change 86,863 4,206 0.09% 0.09% 323 0 0.0% Q2 2026 Aug 06, 2026
WealthCare Investment Partners, LLC History No change 86,763 4,201 1.02% 1.02% 324 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 86,829 4,190 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 27, 2026
Collaborative Fund Advisors, LLC History No change 86,441 4,186 2.44% 2.44% 326 0 0.0% Q2 2026 Jul 30, 2026
Ruedi Wealth Management, Inc. History No change 86,326 4,180 0.98% 0.98% 327 0 0.0% Q2 2026 Jul 29, 2026
Elmwood Wealth Management, Inc. History No change 86,055 4,167 1.04% 1.04% 328 0 0.0% Q2 2026 Jul 07, 2026
Skyline Advisors, Inc. History No change 85,505 4,141 1.3% 1.3% 329 0 0.0% Q2 2026 Jul 20, 2026
McNaughton Wealth Management, LLC History No change 85,456 4,138 1.47% 1.47% 330 0 0.0% Q2 2026 Jul 07, 2026
HT Partners LLC History No change 85,149 4,123 1.14% 1.14% 331 0 0.0% Q2 2026 Jul 16, 2026
Hidden Cove Wealth Management, LLC History No change 85,151 4,123 2.27% 2.27% 332 0 0.0% Q2 2026 Jul 21, 2026
Hexagon Capital Partners LLC History No change 84,170 4,076 0.57% 0.57% 333 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 83,264 4,032 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 83,128 4,025 0.34% 0.34% 335 0 0.0% Q2 2026 Aug 11, 2026
Archer Investment Management, LLC History No change 82,782 4,009 1.37% 1.37% 336 0 0.0% Q2 2026 Jul 07, 2026
Edgestream Partners, L.P. History No change 82,773 4,008 0.12% 0.12% 337 0 0.0% Q2 2026 Aug 11, 2026
WealthSpring Partners, LLC History No change 81,998 3,971 3.41% 3.41% 338 0 0.0% Q2 2026 Aug 05, 2026
Martel Wealth Advisors LLC History No change 81,483 3,946 0.62% 0.62% 339 0 0.0% Q2 2026 Jul 13, 2026
Bedminster, LLC History No change 81,353 3,939 3.37% 3.37% 340 0 0.0% Q2 2026 Aug 04, 2026
AlphaStar Capital Management, LLC History No change 81,025 3,924 0.25% 0.25% 341 0 0.0% Q2 2026 Jul 30, 2026
Crabel Capital Management, LLC History No change 80,875 3,916 2.86% 2.86% 342 0 0.0% Q2 2026 Aug 13, 2026
Hobart Private Capital, LLC History No change 80,586 3,902 0.67% 0.67% 343 0 0.0% Q2 2026 Jul 06, 2026
VALLEY WEALTH MANAGERS, INC. History No change 80,487 3,898 0.23% 0.23% 344 0 0.0% Q2 2026 Aug 04, 2026
Jupiter Topco LLC History No change 80,175 3,882 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 78,992 3,825 1.25% 1.25% 346 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 78,657 3,809 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 11, 2026
UNIVEST FINANCIAL Corp History No change 77,977 3,776 0.19% 0.19% 348 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 77,986 3,776 0.06% 0.06% 349 0 0.0% Q2 2026 Jul 15, 2026
West Wealth Group, LLC History No change 77,607 3,758 0.61% 0.61% 350 0 0.0% Q2 2026 Aug 06, 2026
10Elms LLP History No change 77,601 3,758 1.59% 1.59% 351 0 0.0% Q2 2026 Aug 14, 2026
Avant Financial Advisors LLC History No change 76,529 3,706 2.31% 2.31% 352 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 76,057 3,683 0.15% 0.15% 353 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 75,600 3,661 0.18% 0.18% 354 0 0.0% Q2 2026 Jul 16, 2026
Corient Private Wealth LP History No change 75,143 3,639 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 27, 2026
Integrated Wealth Concepts LLC History No change 74,703 3,617 0.02% 0.02% 356 0 0.0% Q2 2026 Sep 08, 2026
Plancorp, LLC History No change 73,845 3,536 0.09% 0.09% 357 0 0.0% Q2 2026 Jul 14, 2026
Note Advisors, LLC History No change 72,898 3,530 1.53% 1.53% 358 0 0.0% Q2 2026 Aug 14, 2026
RiverGlades Family Offices LLC History No change 72,200 3,496 1.6% 1.6% 359 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 71,822 3,478 0.09% 0.09% 360 0 0.0% Q2 2026 Aug 07, 2026
VCI Wealth Management LLC History No change 71,738 3,474 0.87% 0.87% 361 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 71,682 3,471 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 10, 2026
Summit Global Investments History No change 71,280 3,452 0.19% 0.19% 363 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Planning, Inc. History No change 69,531 3,367 1.76% 1.76% 364 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 69,238 3,353 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 27, 2026
BLB&B Advisors, LLC History No change 69,090 3,346 0.12% 0.12% 366 0 0.0% Q2 2026 Aug 05, 2026
Curtis Advisory Group, LLC History No change 68,589 3,321 0.64% 0.64% 367 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 70,742 3,315 0.93% 0.97% 368 +3,861 5.77% Q3 2026 Oct 07, 2026
DEUTSCHE BANK AG\ History No change 68,097 3,297 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History No change 67,687 3,278 0.34% 0.34% 370 0 0.0% Q2 2026 Jul 30, 2026
OLD MISSION CAPITAL LLC History No change 65,914 3,192 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 65,232 3,159 0.91% 0.91% 372 0 0.0% Q2 2026 Jul 14, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 65,195 3,158 1.92% 1.92% 373 0 0.0% Q2 2026 Jul 31, 2026
Legacy Wealth Partners, LLC History No change 64,129 3,105 0.7% 0.7% 374 0 0.0% Q2 2026 Jul 22, 2026
Manske Wealth Management History No change 63,762 3,088 0.77% 0.77% 375 0 0.0% Q2 2026 Aug 03, 2026
Independent Advisor Alliance History No change 63,328 3,066 0.07% 0.07% 376 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 63,090 3,055 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 17, 2026
Values Added Financial LLC History No change 62,904 3,046 1.1% 1.1% 378 0 0.0% Q2 2026 Jul 27, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 62,186 3,011 0.75% 0.75% 379 0 0.0% Q2 2026 Jul 24, 2026
Sterling Financial Planning, Inc. History No change 61,896 2,997 0.82% 0.82% 380 0 0.0% Q2 2026 Aug 11, 2026
Schuylkill Financial LLC History No change 61,625 2,984 2.76% 2.76% 381 0 0.0% Q2 2026 Aug 07, 2026
Cambria Investment Management, L.P. History No change 61,315 2,962 0.15% 0.15% 382 0 0.0% Q2 2026 Aug 14, 2026
Petix & Botte Co History No change 61,179 2,962 0.6% 0.6% 383 0 0.0% Q2 2026 Aug 04, 2026
CHOREO, LLC History No change 60,984 2,950 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 60,847 2,946 0.03% 0.03% 385 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 60,393 2,924 0.31% 0.31% 386 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 60,323 2,921 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 17, 2026
LaSalle St. Investment Advisors, LLC History No change 59,642 2,888 0.35% 0.35% 388 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 58,946 2,854 0.04% 0.04% 389 0 0.0% Q2 2026 Aug 06, 2026
Trinity Wealth Management, LLC History No change 58,771 2,846 0.9% 0.9% 390 0 0.0% Q2 2026 Jul 07, 2026
EHRLICH FINANCIAL GROUP History No change 58,632 2,839 1.46% 1.46% 391 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 59,260 2,827 0.06% 0.06% 392 0 0.0% Q2 2026 Jul 29, 2026
ATLas Financial Planning LLC History No change 57,922 2,805 2.27% 2.27% 393 0 0.0% Q2 2026 Jul 22, 2026
SWP FINANCIAL LLC History No change 57,688 2,793 1.29% 1.29% 394 0 0.0% Q2 2026 Jul 24, 2026
BANK OF HAWAII History No change 57,522 2,785 0.14% 0.14% 395 0 0.0% Q2 2026 Aug 13, 2026
Burk Holdings LLC History No change 57,487 2,784 1.03% 1.03% 396 0 0.0% Q2 2026 Aug 12, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 56,843 2,752 0.95% 0.95% 397 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 57,406 2,744 0.2% 0.2% 398 0 0.0% Q2 2026 Jul 29, 2026
Balanced Rock Investment Advisors LLC History No change 55,534 2,689 1.68% 1.68% 399 0 0.0% Q2 2026 Aug 14, 2026
Womack Financial LLC History No change 54,766 2,652 1.75% 1.75% 400 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 54,584 2,643 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 12, 2026
GENESIS PRIVATE WEALTH, LLC History No change 54,517 2,640 0.74% 0.74% 402 0 0.0% Q2 2026 Jul 13, 2026
Summit Financial, LLC History No change 54,330 2,631 0.03% 0.03% 403 0 0.0% Q2 2026 Aug 12, 2026
Buttonwood Financial Group, LLC History No change 54,307 2,630 1.5% 1.5% 404 0 0.0% Q2 2026 Jul 30, 2026
Horst & Graben Wealth Management LLC History No change 53,908 2,602 0.34% 0.34% 405 0 0.0% Q2 2026 Jul 22, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 53,513 2,591 0.73% 0.73% 406 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 53,466 2,589 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 05, 2026
Gladwyn Financial Advisors, Inc. History Added to 55,118 2,583 1.65% 1.63% 408 +1,157 2.14% Q3 2026 Oct 05, 2026
Ridgewood Investments LLC History Added to 54,578 2,558 0.94% 0.89% 409 +5,446 11.08% Q3 2026 Oct 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 52,383 2,536 0.04% 0.04% 410 0 0.0% Q2 2026 Aug 10, 2026
Charis Legacy Partners, LLC History No change 52,319 2,533 3.11% 3.11% 411 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 51,603 2,499 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 51,185 2,478 0.04% 0.04% 413 0 0.0% Q2 2026 Jul 20, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 50,959 2,467 0.33% 0.33% 414 0 0.0% Q2 2026 Aug 14, 2026
Allodium Investment Consultants, LLC History No change 50,132 2,427 1.03% 1.03% 415 0 0.0% Q2 2026 Jul 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 49,693 2,406 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
Red Wave Investments LLC History No change 49,323 2,388 0.61% 0.61% 417 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 49,080 2,376 0.04% 0.04% 418 0 0.0% Q2 2026 Jul 14, 2026
UPTICK PARTNERS, LLC History No change 48,865 2,366 0.37% 0.37% 419 0 0.0% Q2 2026 Aug 10, 2026
Cypress Wealth Services, LLC History No change 48,764 2,361 0.29% 0.29% 420 0 0.0% Q2 2026 Jul 10, 2026
University of Illinois Foundation History No change 48,750 2,360 0.42% 0.42% 421 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 48,715 2,359 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 48,681 2,357 0.09% 0.09% 423 0 0.0% Q2 2026 Aug 07, 2026
Quadrant Private Wealth Management, LLC History No change 48,266 2,337 0.52% 0.52% 424 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 47,307 2,291 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Money Management Services LLC History No change 46,719 2,262 1.42% 1.42% 426 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Planning & Advisory Services Inc. History No change 46,652 2,259 1.01% 1.01% 427 0 0.0% Q2 2026 Jul 14, 2026
Ryan Investment Management, Inc. History No change 46,595 2,256 1.02% 1.02% 428 0 0.0% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History No change 46,359 2,245 0.11% 0.11% 429 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 45,916 2,223 0.03% 0.03% 430 0 0.0% Q2 2026 Aug 10, 2026
LifePlan Investment Advisors, Inc. History No change 45,913 2,223 0.77% 0.77% 431 0 0.0% Q2 2026 Aug 11, 2026
FIRST HAWAIIAN BANK History No change 44,537 2,156 0.27% 0.27% 432 0 0.0% Q2 2026 Jul 13, 2026
Graetz Wealth LLC History No change 44,233 2,142 1.71% 1.71% 433 0 0.0% Q2 2026 Aug 13, 2026
Meritas Wealth Management, LLC History No change 44,099 2,135 0.83% 0.83% 434 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 44,029 2,132 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 43,449 2,104 0.03% 0.03% 436 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 43,296 2,096 0.29% 0.29% 437 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 43,173 2,090 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, LLC History No change 43,078 2,086 0.11% 0.11% 439 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 42,254 2,046 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History No change 42,011 2,038 0.28% 0.28% 441 0 0.0% Q2 2026 Aug 11, 2026
Napier Financial, LLC History No change 41,848 2,026 0.42% 0.42% 442 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 41,825 2,025 0.1% 0.1% 443 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 41,614 2,015 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 41,554 2,010 0.43% 0.43% 445 0 0.0% Q2 2026 Aug 03, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 41,212 1,995 1.09% 1.09% 446 0 0.0% Q2 2026 Jul 21, 2026
Sage Financial Management Group, Inc. History No change 41,147 1,992 0.55% 0.55% 447 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD SECURITIES, INC. History No change 41,055 1,988 0.11% 0.11% 448 0 0.0% Q2 2026 Jul 15, 2026
Advisory Solutions Group, LLC History No change 40,807 1,976 0.67% 0.67% 449 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 41,214 1,974 0.03% 0.03% 450 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 41,214 1,974 0.03% 0.03% 451 0 0.0% Q2 2026 Jul 29, 2026
A4 Wealth Advisors LLC History No change 40,750 1,973 1.31% 1.31% 452 0 0.0% Q2 2026 Jul 28, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 40,724 1,972 0.19% 0.19% 453 0 0.0% Q2 2026 Jul 14, 2026
TECTONIC ADVISORS LLC History No change 40,558 1,964 0.09% 0.09% 454 0 0.0% Q2 2026 Jul 15, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 40,547 1,963 1.57% 1.57% 455 0 0.0% Q2 2026 Aug 06, 2026
SYON CAPITAL LLC History No change 40,200 1,946 0.08% 0.08% 456 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 40,131 1,943 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 40,000 1,937 0.27% 0.27% 458 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 39,943 1,934 0.06% 0.06% 459 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 38,816 1,879 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 11, 2026
EQ LLC History No change 38,791 1,878 0.46% 0.46% 461 0 0.0% Q2 2026 Jul 23, 2026
Towerpoint Wealth, LLC History No change 38,772 1,877 0.65% 0.65% 462 0 0.0% Q2 2026 Jul 09, 2026
Westside Investment Management, Inc. History No change 38,083 1,844 0.24% 0.24% 463 0 0.0% Q2 2026 Jul 27, 2026
Coston, McIsaac & Partners History No change 38,056 1,842 0.37% 0.37% 464 0 0.0% Q2 2026 Aug 12, 2026
WMG Financial Advisors, LLC History No change 37,731 1,827 0.69% 0.69% 465 0 0.0% Q2 2026 Jul 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 37,320 1,807 0.05% 0.05% 466 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 37,040 1,793 0.05% 0.05% 467 0 0.0% Q2 2026 Jul 07, 2026
Steward Partners Investment Advisory, LLC History No change 37,041 1,793 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 36,681 1,776 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 31, 2026
Bragg Financial Advisors, Inc History No change 36,176 1,752 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 12, 2026
Scarborough Advisors, LLC History No change 36,259 1,749 0.2% 0.2% 471 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History No change 36,050 1,745 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 27, 2026
Straight Path Wealth Management History No change 35,629 1,725 0.4% 0.4% 473 0 0.0% Q2 2026 Jul 27, 2026
Kovack Advisors, Inc. History No change 35,229 1,700 0.08% 0.08% 474 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 34,380 1,665 0.34% 0.34% 475 0 0.0% Q2 2026 Aug 07, 2026
5T Wealth, LLC History No change 33,815 1,637 0.61% 0.61% 476 0 0.0% Q2 2026 Jul 21, 2026
FMR LLC History No change 33,729 1,633 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 33,706 1,632 0.09% 0.09% 478 0 0.0% Q2 2026 Jul 27, 2026
Tranquilli Financial Advisor LLC History No change 33,565 1,625 0.87% 0.87% 479 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 33,550 1,624 0.09% 0.09% 480 0 0.0% Q2 2026 Jul 28, 2026
Global Financial Private Client, LLC History No change 33,494 1,622 0.44% 0.44% 481 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 33,451 1,620 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 33,247 1,610 0.5% 0.5% 483 0 0.0% Q2 2026 Jul 30, 2026
Cassady Wealth & Retirement Planning, LLC History No change 33,216 1,608 0.75% 0.75% 484 0 0.0% Q2 2026 Jul 24, 2026
GTS SECURITIES LLC History No change 33,166 1,606 0.03% 0.03% 485 0 0.0% Q2 2026 Aug 14, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 33,166 1,606 1.11% 1.11% 486 0 0.0% Q2 2026 Aug 11, 2026
Cogent Private Wealth, Inc. History No change 33,123 1,604 1.0% 1.0% 487 0 0.0% Q2 2026 Aug 05, 2026
JMG Financial Group, Ltd. History No change 32,984 1,597 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 31, 2026
JT Stratford LLC History No change 32,861 1,591 0.17% 0.17% 489 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 32,830 1,590 0.23% 0.23% 490 0 0.0% Q2 2026 Jul 27, 2026
NOVEM GROUP History No change 32,810 1,589 0.16% 0.16% 491 0 0.0% Q2 2026 Jul 21, 2026
Veratis Advisors, Inc. History No change 31,899 1,544 1.09% 1.09% 492 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 31,643 1,532 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 31,637 1,518 0.18% 0.18% 494 0 0.0% Q2 2026 Aug 12, 2026
Cordgrass Capital Advisors, LLC History No change 31,267 1,514 0.56% 0.56% 495 0 0.0% Q2 2026 Aug 06, 2026
Stewardship Advisors, LLC History No change 30,957 1,499 0.31% 0.31% 496 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 30,896 1,496 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 30,668 1,485 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 15, 2026
Invst, LLC History No change 30,609 1,482 0.14% 0.14% 499 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Levi Garrett History No change 29,999 1,452 0.79% 0.79% 500 0 0.0% Q2 2026 Aug 14, 2026
Uptown Financial Advisors LLC History No change 29,794 1,442 0.95% 0.95% 501 0 0.0% Q2 2026 Jul 10, 2026
Falcon Wealth Planning History No change 29,573 1,432 0.09% 0.09% 502 0 0.0% Q2 2026 Jul 13, 2026
Prostatis Group LLC History No change 29,027 1,405 0.33% 0.33% 503 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 28,905 1,399 0.15% 0.15% 504 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 28,651 1,387 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 28,426 1,376 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Added to 29,257 1,371 0.04% 0.03% 507 +3,261 12.54% Q3 2026 Oct 07, 2026
FLAGSTAR SECURITIES, INC History No change 28,120 1,361 0.41% 0.41% 508 0 0.0% Q2 2026 Jul 15, 2026
Stonekeep Investments, LLC History No change 28,072 1,360 0.79% 0.79% 509 0 0.0% Q2 2026 Jul 10, 2026
LongView Wealth Management History No change 27,641 1,338 0.34% 0.34% 510 0 0.0% Q2 2026 Jul 17, 2026
Bank of Marin History No change 27,424 1,328 0.93% 0.93% 511 0 0.0% Q2 2026 Aug 13, 2026
Creekside Partners History No change 27,264 1,320 0.48% 0.48% 512 0 0.0% Q2 2026 Jul 30, 2026
EWA, LLC History No change 27,244 1,319 0.24% 0.24% 513 0 0.0% Q2 2026 Jul 14, 2026
Wealth Architects, LLC History No change 26,905 1,303 0.1% 0.1% 514 0 0.0% Q2 2026 Jul 23, 2026
Carter Financial Group, INC. History No change 26,821 1,298 0.67% 0.67% 515 0 0.0% Q2 2026 Jul 30, 2026
Fort Henry Capital, LLC History No change 26,730 1,294 0.71% 0.71% 516 0 0.0% Q2 2026 Jul 15, 2026
BIRCH FINANCIAL GROUP, LLC History No change 26,219 1,269 0.65% 0.65% 517 0 0.0% Q2 2026 Jul 15, 2026
Trellis Wealth Advisors LLC History No change 25,882 1,253 0.43% 0.43% 518 0 0.0% Q2 2026 Jul 15, 2026
VestGen Investment Management History No change 25,793 1,249 0.66% 0.66% 519 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 25,786 1,248 0.23% 0.23% 520 0 0.0% Q2 2026 Aug 04, 2026
Donalies Financial Planning, LLC History No change 25,705 1,244 0.92% 0.92% 521 0 0.0% Q2 2026 Aug 06, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 25,834 1,241 0.71% 0.71% 522 0 0.0% Q2 2026 Aug 19, 2026
SageView Advisory Group, LLC History No change 25,598 1,239 0.04% 0.04% 523 0 0.0% Q2 2026 Aug 10, 2026
New Insight Wealth Advisors History No change 25,530 1,236 0.36% 0.36% 524 0 0.0% Q2 2026 Jul 27, 2026
Diversified Enterprises, LLC History No change 25,523 1,236 0.06% 0.06% 525 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 25,407 1,230 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 12, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 25,279 1,224 0.16% 0.16% 527 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 25,239 1,222 0.23% 0.23% 528 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 25,177 1,219 0.2% 0.2% 529 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 24,471 1,185 0.05% 0.05% 530 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 24,438 1,183 0.24% 0.24% 531 0 0.0% Q2 2026 Jul 17, 2026
Joel Isaacson & Co., LLC History No change 24,238 1,173 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 04, 2026
JNBA Financial Advisors History No change 24,189 1,171 0.09% 0.09% 533 0 0.0% Q2 2026 Jul 23, 2026
Integrated Advisors Network LLC History No change 24,017 1,163 0.05% 0.05% 534 0 0.0% Q2 2026 Aug 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 24,805 1,162 0.1% 0.15% 535 -11,001 -30.72% Q3 2026 Oct 07, 2026
Brindle & Bay Financial Advisors, LLC History No change 23,919 1,158 0.58% 0.58% 536 0 0.0% Q2 2026 Jul 20, 2026
PFC CAPITAL GROUP, INC. History No change 23,832 1,154 0.44% 0.44% 537 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 23,840 1,154 0.64% 0.64% 538 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 23,464 1,136 0.08% 0.08% 539 0 0.0% Q2 2026 Jul 20, 2026
Sloy Dahl & Holst, LLC History No change 23,394 1,132 0.14% 0.14% 540 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Wealth Management, LLC. History No change 23,292 1,128 0.25% 0.25% 541 0 0.0% Q2 2026 Jul 30, 2026
Payne Capital LLC History No change 23,256 1,126 0.94% 0.94% 542 0 0.0% Q2 2026 Aug 11, 2026
Equita Financial Network, Inc. History No change 23,043 1,115 0.31% 0.31% 543 0 0.0% Q2 2026 Jul 29, 2026
JMN Financial LLC History No change 22,860 1,107 0.86% 0.86% 544 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 22,803 1,104 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 04, 2026
Kings Path Partners LLC History No change 22,804 1,104 0.29% 0.29% 546 0 0.0% Q2 2026 Jul 14, 2026
Inscription Capital, LLC History No change 22,758 1,102 0.1% 0.1% 547 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 22,744 1,101 0.4% 0.4% 548 0 0.0% Q2 2026 Jul 29, 2026
McCartney Wealth Management LLC History No change 22,573 1,093 0.83% 0.83% 549 0 0.0% Q2 2026 Aug 03, 2026
Vilga Financial Planning LLC History No change 22,384 1,084 0.82% 0.82% 550 0 0.0% Q2 2026 Jul 09, 2026
Qube Research & Technologies Ltd History No change 22,192 1,074 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 22,100 1,070 0.0% 0.0% 552 0 0.0% Q2 2026 Sep 02, 2026
HAZLETT, BURT & WATSON, INC. History No change 21,815 1,060 0.28% 0.28% 553 0 0.0% Q2 2026 Jul 30, 2026
Ameritas Advisory Services, LLC History No change 21,906 1,060 0.02% 0.02% 554 0 0.0% Q2 2026 Aug 14, 2026
TOWLE & CO History No change 21,697 1,050 0.36% 0.36% 555 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 21,621 1,047 0.05% 0.05% 556 0 0.0% Q2 2026 Aug 04, 2026
TORONTO DOMINION BANK History No change 21,354 1,034 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 14, 2026
GUIDANCE CAPITAL, INC History No change 21,463 1,029 0.22% 0.22% 558 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Advisor Solutions, LLC History No change 21,196 1,026 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 20,885 1,011 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 28, 2026
Arrowroot Family Office, LLC History No change 20,894 1,011 0.29% 0.29% 561 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 20,771 1,005 0.13% 0.13% 562 0 0.0% Q2 2026 Aug 11, 2026
Granite Bay Wealth Management, LLC History No change 20,342 985 0.09% 0.09% 563 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 20,863 977 0.03% 0.03% 564 -1,610 -7.16% Q3 2026 Oct 08, 2026
Bakala Capital LLC History No change 20,139 975 4.27% 4.27% 565 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 20,022 969 0.24% 0.24% 566 0 0.0% Q2 2026 Jul 30, 2026
BROWN ADVISORY INC History No change 19,864 961 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 19,777 957 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 15, 2026
Aspen Wealth Management LLC History No change 19,669 952 0.16% 0.16% 569 0 0.0% Q2 2026 Jul 31, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 19,262 932 0.12% 0.12% 570 0 0.0% Q2 2026 Jul 09, 2026
BLAIR WILLIAM & CO/IL History No change 19,191 929 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC FINANCIAL GROUP INC History No change 19,083 924 0.44% 0.44% 572 0 0.0% Q2 2026 Aug 13, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 19,030 921 0.47% 0.47% 573 0 0.0% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History No change 18,795 910 0.07% 0.07% 574 0 0.0% Q2 2026 Jul 29, 2026
B.O.S.S. Retirement Advisors, LLC History No change 18,780 909 0.25% 0.25% 575 0 0.0% Q2 2026 Jul 20, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 19,266 902 0.13% 0.14% 576 +1 0.01% Q3 2026 Oct 08, 2026
Arete Wealth Advisors, LLC History No change 18,432 892 0.06% 0.06% 577 0 0.0% Q2 2026 Aug 12, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 18,434 892 0.24% 0.24% 578 0 0.0% Q2 2026 Jul 16, 2026
Southland Equity Partners LLC History No change 18,425 892 0.16% 0.16% 579 0 0.0% Q2 2026 Jul 13, 2026
L.K. Benson & Company, P.C. History No change 18,416 891 0.27% 0.27% 580 0 0.0% Q2 2026 Jul 24, 2026
IHT Wealth Management, LLC History No change 18,199 881 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 18,176 880 0.06% 0.06% 582 0 0.0% Q2 2026 Aug 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 18,136 878 0.05% 0.05% 583 0 0.0% Q2 2026 Aug 12, 2026
SAPIENT CAPITAL LLC History No change 18,734 878 0.01% 0.01% 584 0 0.0% Q3 2026 Oct 08, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 18,109 876 0.31% 0.31% 585 0 0.0% Q2 2026 Aug 11, 2026
BALLAST ADVISORS LLC History No change 17,940 868 0.21% 0.21% 586 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 17,819 862 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
Point Nemo Capital, LLC History No change 17,792 861 0.44% 0.44% 588 0 0.0% Q2 2026 Aug 07, 2026
Freestone Capital Holdings, LLC History No change 17,588 851 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 31, 2026
UNIQUE WEALTH, LLC History No change 17,550 849 0.1% 0.1% 590 0 0.0% Q2 2026 Jul 21, 2026
Encompass More Asset Management History No change 17,308 838 0.12% 0.12% 591 0 0.0% Q2 2026 Jul 14, 2026
Advyzon Investment Management, LLC History No change 16,960 821 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 17,158 820 0.1% 0.1% 593 0 0.0% Q2 2026 Jul 29, 2026
FAGAN ASSOCIATES, INC. History No change 16,926 819 0.1% 0.1% 594 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 16,887 817 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 27, 2026
Econ Financial Services Corp History No change 16,843 815 0.38% 0.38% 596 0 0.0% Q2 2026 Jul 23, 2026
Compass Ion Advisors, LLC History No change 16,756 811 0.07% 0.07% 597 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 16,759 811 0.68% 0.68% 598 0 0.0% Q2 2026 Aug 03, 2026
CAHILL FINANCIAL ADVISORS INC History No change 16,602 804 0.08% 0.08% 599 0 0.0% Q2 2026 Aug 11, 2026
Verde Capital Management History No change 16,587 803 0.15% 0.15% 600 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,553 800 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
TMB Capital Partners, LLC History No change 16,371 792 0.25% 0.25% 602 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 16,206 784 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 13, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 16,103 779 0.15% 0.15% 604 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 16,053 777 0.06% 0.06% 605 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 15,792 764 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 15,785 764 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 31, 2026
Three Bridge Wealth Advisors, LLC History No change 15,764 763 0.19% 0.19% 608 0 0.0% Q2 2026 Jul 27, 2026
Atlanta Consulting Group Advisors, LLC History No change 15,735 762 0.12% 0.12% 609 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 15,839 761 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 15,704 760 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History No change 15,659 758 0.12% 0.12% 612 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Financial Partners, Inc. History No change 15,662 758 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 14, 2026
Provident Living Financial Services, Inc. History No change 15,529 752 0.74% 0.74% 614 0 0.0% Q2 2026 Aug 05, 2026
City Center Advisors, LLC History Added to 16,001 749 0.57% 0.55% 615 +2,041 14.62% Q3 2026 Oct 07, 2026
Endowment Wealth Management, Inc. History No change 15,408 746 0.29% 0.29% 616 0 0.0% Q2 2026 Aug 05, 2026
Greenwich Wealth Management LLC History No change 15,388 745 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 12, 2026
RCS Financial Planning, LLC History No change 15,339 742 0.35% 0.35% 618 0 0.0% Q2 2026 Jul 22, 2026
TrueWealth Financial Partners History No change 15,280 740 0.31% 0.31% 619 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 15,205 736 0.04% 0.04% 620 0 0.0% Q2 2026 Jul 10, 2026
Regal Investment Advisors LLC History No change 15,129 732 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 14, 2026
Sequent Planning LLC History No change 15,105 731 0.16% 0.16% 622 0 0.0% Q2 2026 Aug 14, 2026
BAM Wealth Management, LLC History No change 15,062 729 0.46% 0.46% 623 0 0.0% Q2 2026 Jul 14, 2026
ROCKLAND TRUST CO History Added to 15,546 728 0.03% 0.03% 624 +871 5.94% Q3 2026 Oct 05, 2026
Advisors Asset Management, Inc. History No change 14,935 723 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 13, 2026
ASSOCIATED BANC-CORP History No change 14,805 717 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 31, 2026
ZENITH SOLUTIONS, INC. History No change 14,777 715 0.65% 0.65% 627 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 14,801 714 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 14,761 714 0.06% 0.06% 629 0 0.0% Q2 2026 Jul 09, 2026
VICTORY FINANCIAL GROUP, LLC History No change 14,717 712 0.07% 0.07% 630 0 0.0% Q2 2026 Jul 28, 2026
Transcendent Capital Group LLC History No change 14,675 710 0.28% 0.28% 631 0 0.0% Q2 2026 Aug 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 14,826 709 0.23% 0.23% 632 0 0.0% Q2 2026 Aug 13, 2026
Hardworking Capital Advisors, LLC History No change 14,437 699 0.57% 0.57% 633 0 0.0% Q2 2026 Aug 03, 2026
Banco BTG Pactual S.A. History No change 14,360 695 0.06% 0.06% 634 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 14,338 694 0.0% 0.0% 635 0 0.0% Q2 2026 Sep 09, 2026
ST GERMAIN D J CO INC History No change 14,173 686 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 21, 2026
Applied Capital LLC History No change 14,024 679 0.22% 0.22% 637 0 0.0% Q2 2026 Jul 21, 2026
Investments & Financial Planning, LLC History No change 13,955 675 0.32% 0.32% 638 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History No change 13,790 667 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 05, 2026
WORLD EQUITY GROUP, INC. History No change 13,640 660 0.15% 0.15% 640 0 0.0% Q2 2026 Jul 09, 2026
Forthright Family Wealth Advisory LLC History No change 13,598 658 0.37% 0.37% 641 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisory, LLC History No change 13,560 656 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 13,529 655 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 30, 2026
Laird Norton Wetherby Trust Company, LLC History No change 13,444 651 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 14, 2026
Avise Financial Cooperative, Inc. History No change 13,451 651 0.46% 0.46% 645 0 0.0% Q2 2026 Aug 06, 2026
ARWA LLC History No change 13,553 649 0.27% 0.27% 646 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 13,384 648 0.07% 0.07% 647 0 0.0% Q2 2026 Jul 10, 2026
Essential Planning, LLC. History No change 13,205 639 0.18% 0.18% 648 0 0.0% Q2 2026 Aug 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 13,065 632 0.36% 0.36% 649 0 0.0% Q2 2026 Aug 10, 2026
CURIO WEALTH, LLC History No change 13,003 629 0.2% 0.2% 650 0 0.0% Q2 2026 Aug 07, 2026
SHAYNE & JACOBS, LLC History No change 12,910 625 0.19% 0.19% 651 0 0.0% Q2 2026 Jul 07, 2026
J.M. Arbour, LLC History No change 12,851 622 0.54% 0.54% 652 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 12,794 619 0.28% 0.28% 653 0 0.0% Q2 2026 Aug 17, 2026
TFB Advisors LLC History No change 12,755 617 0.27% 0.27% 654 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 12,631 611 0.03% 0.03% 655 0 0.0% Q2 2026 Aug 14, 2026
Redwood Investment Management, LLC History No change 12,577 609 0.06% 0.06% 656 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 12,579 609 0.01% 0.01% 657 0 0.0% Q2 2026 Aug 18, 2026
17 CAPITAL PARTNERS, LLC History No change 12,536 607 0.27% 0.27% 658 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 12,404 600 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 31, 2026
Global Wealth Management Investment Advisory, Inc. History No change 12,402 600 0.09% 0.09% 660 0 0.0% Q2 2026 Jul 29, 2026
HUB Investment Partners, LLC History No change 12,391 600 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 12,404 600 0.07% 0.07% 662 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 12,317 597 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 17, 2026
Rehmann Capital Advisory Group History No change 12,345 597 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 20, 2026
Chicago Capital, LLC History No change 12,295 595 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 27, 2026
VERITY Wealth Advisors History No change 12,147 588 0.36% 0.36% 666 0 0.0% Q2 2026 Jul 16, 2026
WealthCollab, LLC History No change 12,070 584 0.21% 0.21% 667 0 0.0% Q2 2026 Aug 10, 2026
IVC Wealth Advisors LLC History No change 12,048 583 0.23% 0.23% 668 0 0.0% Q2 2026 Jul 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 12,131 582 0.07% 0.07% 669 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Investment Partners LLC History No change 12,006 581 0.05% 0.05% 670 0 0.0% Q2 2026 Aug 04, 2026
Mendel Capital Management LLC History No change 11,983 580 0.26% 0.26% 671 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 11,946 578 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 03, 2026
REAP Financial Group, LLC History No change 11,938 578 0.1% 0.1% 673 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Bancorp, Inc. History No change 11,673 565 0.15% 0.15% 674 0 0.0% Q2 2026 Jul 28, 2026
Blueprint Financial Advisors LLC History No change 11,684 565 0.06% 0.06% 675 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 11,651 564 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 05, 2026
White Lighthouse Investment Management Inc. History No change 11,595 561 0.07% 0.07% 677 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Advisory Partners LLC History No change 11,563 559 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 09, 2026
Palisades Hudson Asset Management, L.P. History No change 11,450 555 0.19% 0.19% 679 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 11,467 555 0.06% 0.06% 680 0 0.0% Q2 2026 Jul 30, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,439 553 0.03% 0.03% 681 0 0.0% Q2 2026 Aug 04, 2026
Clear Creek Financial Management, LLC History No change 11,367 550 0.04% 0.04% 682 0 0.0% Q2 2026 Jul 27, 2026
Allegiance Financial Group Advisory Services LLC History No change 11,373 550 0.1% 0.1% 683 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,283 546 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 11,256 545 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 27, 2026
MYECFO, LLC History No change 11,193 542 0.2% 0.2% 686 0 0.0% Q2 2026 Aug 10, 2026
Trivium Point Advisory, LLC History No change 11,187 541 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 06, 2026
Ramiah Investment Group History No change 11,126 538 0.41% 0.41% 688 0 0.0% Q2 2026 Jul 16, 2026
CONDOR CAPITAL MANAGEMENT History No change 10,948 530 0.04% 0.04% 689 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History No change 10,922 528 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 24, 2026
Everest Private Wealth History No change 10,882 527 0.2% 0.2% 691 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE MANAGEMENT GROUP INC History No change 10,830 524 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 31, 2026
Badgley Phelps Wealth Managers, LLC History No change 10,717 519 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 31, 2026
Diesslin Group, Inc. History No change 10,737 519 0.2% 0.2% 694 0 0.0% Q2 2026 Jul 02, 2026
Fisher Asset Management, LLC History No change 10,649 515 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 04, 2026
Simmons Bank History No change 10,641 515 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 31, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 10,618 514 0.03% 0.03% 697 0 0.0% Q2 2026 Jul 31, 2026
WESBANCO BANK INC History No change 10,493 508 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 28, 2026
HARMONY ASSET MANAGEMENT LLC History No change 10,510 508 0.14% 0.14% 699 0 0.0% Q2 2026 Jul 20, 2026
Thrive Capital Management, LLC History No change 10,484 507 0.1% 0.1% 700 0 0.0% Q2 2026 Aug 05, 2026
BridgePort Financial Solutions, LLC History No change 10,463 506 0.13% 0.13% 701 0 0.0% Q2 2026 Jul 24, 2026
Refined Wealth Management History No change 10,388 503 0.3% 0.3% 702 0 0.0% Q2 2026 Jul 21, 2026
Christensen, King & Associates Investment Services, Inc. History No change 10,364 501 0.2% 0.2% 703 0 0.0% Q2 2026 Jul 14, 2026
Stash Investments, LLC History No change 10,335 500 0.16% 0.16% 704 0 0.0% Q2 2026 Jul 29, 2026
SPINNAKER TRUST History No change 10,233 495 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 03, 2026
Simplicity Wealth,LLC History No change 10,168 492 0.02% 0.02% 706 0 0.0% Q2 2026 Aug 06, 2026
Pacific Park Financial, Inc. History No change 10,085 488 0.28% 0.28% 707 0 0.0% Q2 2026 Jul 21, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 10,076 487 0.2% 0.2% 708 0 0.0% Q2 2026 Jul 28, 2026
PETRA FINANCIAL ADVISORS INC History No change 9,990 483 0.22% 0.22% 709 0 0.0% Q2 2026 Jul 24, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 9,985 483 0.05% 0.05% 710 0 0.0% Q2 2026 Sep 02, 2026
MISSION WEALTH MANAGEMENT, LP History No change 9,965 482 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 20, 2026
Independent Wealth Network Inc. History No change 9,950 481 0.12% 0.12% 712 0 0.0% Q2 2026 Jul 20, 2026
Ground Swell Capital, LLC History No change 9,931 480 0.52% 0.52% 713 0 0.0% Q2 2026 Aug 05, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 9,877 478 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 9,940 477 0.05% 0.05% 715 0 0.0% Q2 2026 Jul 14, 2026
FINANCIAL CONSULATE, INC History No change 9,752 472 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 23, 2026
Eaton-Cambridge Inc. History No change 9,741 471 0.13% 0.13% 717 0 0.0% Q2 2026 Jul 23, 2026
Lynx Investment Advisory History No change 9,717 470 0.15% 0.15% 718 0 0.0% Q2 2026 Jul 27, 2026
GC Wealth Management RIA, LLC History No change 9,675 468 0.03% 0.03% 719 0 0.0% Q2 2026 Jul 16, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 9,659 467 0.06% 0.06% 720 0 0.0% Q2 2026 Aug 04, 2026
Maia Wealth LLC History No change 9,578 463 0.07% 0.07% 721 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 9,493 459 0.01% 0.01% 722 0 0.0% Q2 2026 Jul 22, 2026
MMA ASSET MANAGEMENT LLC History No change 9,465 458 0.15% 0.15% 723 0 0.0% Q2 2026 Aug 04, 2026
SilverOak Wealth Management LLC History No change 9,450 457 0.06% 0.06% 724 0 0.0% Q2 2026 Jul 29, 2026
WAYSTONE ADVISORS LLC History No change 9,406 455 0.34% 0.34% 725 0 0.0% Q2 2026 Jul 16, 2026
Gladstone Institutional Advisory LLC History No change 9,384 454 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 27, 2026
Venturi Wealth Management, LLC History No change 9,286 449 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 20, 2026
Axis Wealth Partners, LLC History No change 9,273 449 0.22% 0.22% 728 0 0.0% Q2 2026 Jul 28, 2026
Xena Financial Planning, LLC History No change 9,267 448 0.43% 0.43% 729 0 0.0% Q2 2026 Jul 21, 2026
Courage Miller Partners, LLC History No change 9,129 442 0.12% 0.12% 730 0 0.0% Q2 2026 Jul 23, 2026
Tennessee Valley Asset Management Partners History No change 9,130 442 0.05% 0.05% 731 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 9,086 440 0.08% 0.08% 732 0 0.0% Q2 2026 Jul 15, 2026
Merited Wealth, LLC History No change 9,069 439 0.31% 0.31% 733 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 9,035 437 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 29, 2026
Capital Asset Managemnet, LLC History No change 9,041 437 0.98% 0.98% 735 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 8,902 431 0.03% 0.03% 736 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 8,908 431 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 8,910 431 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 8,768 424 0.04% 0.04% 739 0 0.0% Q2 2026 Jul 24, 2026
Mallini Complete Financial Planning LLC History Reduced 9,025 423 0.3% 0.32% 741 -353 -3.76% Q3 2026 Oct 06, 2026
Koss-Olinger Consulting, LLC History No change 8,748 423 0.03% 0.03% 740 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 8,811 422 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 06, 2026
Mission Creek Capital Partners, Inc. History No change 8,697 421 0.07% 0.07% 743 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 8,675 420 0.04% 0.04% 744 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 8,628 417 0.05% 0.05% 745 0 0.0% Q2 2026 Jul 15, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 8,885 416 0.08% 0.09% 746 -635 -6.67% Q3 2026 Oct 07, 2026
CRA Financial Services, LLC History No change 8,572 415 0.05% 0.05% 747 0 0.0% Q2 2026 Jul 24, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 8,813 413 0.03% — 749 +8,813 New Q3 2026 Oct 08, 2026
Joel Adams & Associates, Inc. History No change 8,537 413 0.27% 0.27% 748 0 0.0% Q2 2026 Aug 06, 2026
LAM GROUP, INC. History No change 8,510 412 0.2% 0.2% 750 0 0.0% Q2 2026 Jul 10, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 8,564 410 0.32% 0.32% 751 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History No change 8,484 410 0.09% 0.09% 752 0 0.0% Q2 2026 Aug 13, 2026
Lantern Wealth Advisors, LLC History No change 8,449 409 0.19% 0.19% 753 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Management Group, LLC History No change 8,449 409 0.09% 0.09% 754 0 0.0% Q2 2026 Jul 27, 2026
Focus Financial Network, Inc. History No change 8,442 408 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 09, 2026
Midwest Financial Partners Investments, Inc. History Added to 8,684 407 0.16% 0.13% 756 +2,238 34.72% Q3 2026 Oct 08, 2026
Vantage Point Financial LLC History No change 8,400 406 0.12% 0.12% 757 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Bank Trust Department History No change 8,337 403 0.05% 0.05% 758 0 0.0% Q2 2026 Jul 07, 2026
Gibraltar Capital Management, Inc. History No change 8,324 403 0.06% 0.06% 759 0 0.0% Q2 2026 Jul 20, 2026
Oceanside Advisors LLC History No change 8,311 402 0.2% 0.2% 760 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,171 395 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 28, 2026
BAYBAN History No change 8,128 393 0.3% 0.3% 762 0 0.0% Q2 2026 Jul 30, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 8,029 388 0.27% 0.27% 763 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 7,943 384 0.11% 0.11% 764 0 0.0% Q2 2026 Jul 24, 2026
Coastline Trust Co History Reduced 8,153 382 0.04% 0.04% 765 -1,928 -19.13% Q3 2026 Oct 01, 2026
Oakwell Private Wealth Management, LLC History No change 7,898 382 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 03, 2026
Silver Grove Financial Group, Inc. History No change 7,896 382 0.21% 0.21% 767 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 7,840 379 0.03% 0.03% 768 0 0.0% Q2 2026 Jul 14, 2026
Pathstone Holdings, LLC History No change 7,813 378 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 13, 2026
Texas Yale Capital Corp. History No change 7,775 376 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 7,757 375 0.07% 0.07% 771 0 0.0% Q2 2026 Aug 05, 2026
Frank, Rimerman Advisors LLC History No change 7,728 374 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 27, 2026
MTM Investment Management, LLC History No change 7,707 373 0.11% 0.11% 773 0 0.0% Q2 2026 Aug 03, 2026
Forefront Wealth Partners, LLC History No change 7,715 373 0.12% 0.12% 774 0 0.0% Q2 2026 Aug 20, 2026
Raleigh Capital Management Inc. History No change 7,677 371 0.12% 0.12% 775 0 0.0% Q2 2026 Jul 21, 2026
N.E.W. Advisory Services LLC History No change 7,658 370 0.02% 0.02% 776 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 7,650 370 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 7,600 368 0.04% 0.04% 778 0 0.0% Q2 2026 Jul 10, 2026
Mason Investment Advisory Services, Inc. History No change 7,608 368 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 7,553 365 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 23, 2026
Oregon Pacific Wealth Management, LLC History No change 7,549 365 0.34% 0.34% 781 0 0.0% Q2 2026 Jul 22, 2026
SeaCrest Wealth Management, LLC History No change 7,519 364 0.04% 0.04% 782 0 0.0% Q2 2026 Jul 09, 2026
Capital Group Private Client Services, Inc. History No change 7,529 364 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 12, 2026
Accretive Wealth Partners, LLC History No change 7,497 363 0.09% 0.09% 784 0 0.0% Q2 2026 Jul 29, 2026
Root Financial Partners, LLC History No change 7,507 363 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Wealth Strategies, LLC History No change 7,451 360 0.19% 0.19% 786 0 0.0% Q2 2026 Jul 23, 2026
CHANNEL WEALTH LLC History No change 7,420 359 0.08% 0.08% 787 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 7,419 359 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 13, 2026
CAP Partners, LLC History No change 7,411 358 0.18% 0.18% 789 0 0.0% Q2 2026 Jul 30, 2026
Hennion & Walsh Asset Management, Inc. History No change 7,392 357 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 08, 2026
GLENMEDE TRUST CO NA History No change 7,346 355 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Partners LLC History No change 7,344 355 0.09% 0.09% 792 0 0.0% Q2 2026 Aug 05, 2026
Lodestone Wealth Management LLC History No change 7,330 354 0.12% 0.12% 793 0 0.0% Q2 2026 Jul 23, 2026
Innovative Wealth Building LLC History No change 7,253 351 0.2% 0.2% 794 0 0.0% Q2 2026 Jul 23, 2026
MANNING & NAPIER ADVISORS LLC History No change 7,222 350 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
Patten Group, Inc. History No change 7,234 350 0.05% 0.05% 796 0 0.0% Q2 2026 Aug 06, 2026
TrueWealth Advisors, LLC History No change 7,228 350 0.08% 0.08% 797 0 0.0% Q2 2026 Jul 08, 2026
PACK Private Wealth, LLC History No change 7,217 349 0.14% 0.14% 798 0 0.0% Q2 2026 Aug 12, 2026
Family CFO Inc History No change 7,213 349 0.13% 0.13% 799 0 0.0% Q2 2026 Jul 20, 2026
Essex Financial Services, Inc. History No change 7,197 348 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 10, 2026
MainStreet Investment Advisors LLC History No change 7,200 348 0.05% 0.05% 801 0 0.0% Q2 2026 Aug 12, 2026
Proactive Wealth Strategies LLC History No change 7,165 347 0.06% 0.06% 802 0 0.0% Q2 2026 Aug 10, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 7,235 346 0.34% 0.34% 803 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 7,141 345 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 13, 2026
American Investment Services, Inc. History No change 7,132 345 0.07% 0.07% 805 0 0.0% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History No change 7,101 343 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 7,062 342 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 7,040 340 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 7,000 339 0.09% 0.09% 809 0 0.0% Q2 2026 Jul 22, 2026
Berger Financial Group, Inc History No change 6,980 338 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 04, 2026
MassMutual Private Wealth & Trust, FSB History No change 7,200 337 0.01% 0.01% 811 0 0.0% Q3 2026 Oct 05, 2026
Verity Asset Management, Inc. History No change 6,971 337 0.13% 0.13% 812 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 6,940 336 0.02% 0.02% 813 0 0.0% Q2 2026 Aug 11, 2026
Innova Wealth Partners History No change 6,920 335 0.14% 0.14% 814 0 0.0% Q2 2026 Jul 15, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 6,909 334 0.09% 0.09% 815 0 0.0% Q2 2026 Jul 15, 2026
TrustWell Financial Advisors, LLC History No change 6,891 333 0.28% 0.28% 816 0 0.0% Q2 2026 Jul 22, 2026
FAMILY WEALTH PARTNERS, LLC History No change 6,830 330 0.1% 0.1% 817 0 0.0% Q2 2026 Jul 10, 2026
Keystone Financial Group History No change 6,756 327 0.02% 0.02% 818 0 0.0% Q2 2026 Jul 29, 2026
Archer Investment Corp History No change 6,764 327 0.06% 0.06% 819 0 0.0% Q2 2026 Aug 03, 2026
Sound Income Strategies, LLC History No change 6,690 323 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 20, 2026
Cadia Private Client LLC History No change 6,668 322 0.23% 0.23% 821 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds, LLC. History No change 2,684 321 0.07% 0.07% 822 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 6,617 320 0.04% 0.04% 823 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 6,613 320 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 13, 2026
American Financial Advisors, LLC History No change 6,596 319 0.04% 0.04% 825 0 0.0% Q2 2026 Jul 14, 2026
Carroll Advisory Group, LLC History No change 6,577 318 0.1% 0.1% 826 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 6,537 316 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 11, 2026
Charles Schwab Trust Co History No change 6,510 315 0.02% 0.02% 828 0 0.0% Q2 2026 Jul 10, 2026
WPG Advisers, LLC History No change 6,504 314 0.18% 0.18% 829 0 0.0% Q2 2026 Aug 05, 2026
BluePrint Investing LLC History No change 6,493 314 0.23% 0.23% 830 0 0.0% Q2 2026 Jul 17, 2026
Rede Wealth, LLC History No change 6,458 312 0.1% 0.1% 831 0 0.0% Q2 2026 Aug 03, 2026
Evanson Financial, LLC History No change 6,429 311 0.02% 0.02% 832 0 0.0% Q2 2026 Jul 07, 2026
Financial Guidance Group, Inc. History No change 6,306 305 0.11% 0.11% 833 0 0.0% Q2 2026 Jul 22, 2026
Parsonex Advisory Services, Inc. History No change 6,309 305 0.27% 0.27% 834 0 0.0% Q2 2026 Aug 10, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 6,223 301 0.08% 0.08% 835 0 0.0% Q2 2026 Jul 09, 2026
Magnolia Private Wealth, LLC History No change 6,209 300 0.16% 0.16% 836 0 0.0% Q2 2026 Aug 05, 2026
Cannon Advisors, Inc. History No change 6,244 299 0.18% 0.18% 837 0 0.0% Q2 2026 Jul 15, 2026
Aspect Partners, LLC History No change 6,114 296 0.11% 0.11% 838 0 0.0% Q2 2026 Jul 16, 2026
NorthStar Asset Management LLC /NJ/ History No change 6,073 294 0.12% 0.12% 839 0 0.0% Q2 2026 Aug 05, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 6,025 291 0.16% 0.16% 840 0 0.0% Q2 2026 Jul 23, 2026
Ascension Capital Advisors, Inc. History No change 5,999 290 0.08% 0.08% 841 0 0.0% Q2 2026 Jul 27, 2026
Strait & Sound Wealth Management LLC History No change 5,988 289 0.1% 0.1% 842 0 0.0% Q2 2026 Aug 17, 2026
Canal Capital Management, LLC History No change 5,959 288 0.04% 0.04% 843 0 0.0% Q2 2026 Jul 28, 2026
Gilliland Jeter Wealth Management LLC History No change 5,957 288 0.08% 0.08% 844 0 0.0% Q2 2026 Jul 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,942 287 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 23, 2026
Providence First Trust Co History No change 5,928 287 0.08% 0.08% 846 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 5,925 286 0.07% 0.07% 847 0 0.0% Q2 2026 Jul 15, 2026
Hardin Capital Partners, LLC History No change 5,892 285 0.13% 0.13% 848 0 0.0% Q2 2026 Jul 07, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 5,875 284 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 5,884 284 0.03% 0.03% 850 0 0.0% Q2 2026 Jul 23, 2026
Drucker Wealth 3.0, LLC History No change 5,875 284 0.04% 0.04% 851 0 0.0% Q2 2026 Jul 13, 2026
Torrey-Payne Wealth Management, LLC History No change 5,870 284 0.23% 0.23% 852 0 0.0% Q2 2026 Jul 23, 2026
New England Private Wealth Advisors LLC History No change 5,930 283 0.03% 0.03% 853 0 0.0% Q2 2026 Aug 04, 2026
ADVISORTRUST PARTNERS, LLC History No change 5,842 282 0.1% 0.1% 854 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 5,821 281 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 07, 2026
Park Edge Advisors, LLC History No change 5,820 281 0.06% 0.06% 856 0 0.0% Q2 2026 Jul 10, 2026
Gordian Advisors LLC History No change 5,814 281 0.17% 0.17% 857 0 0.0% Q2 2026 Aug 04, 2026
Summit Wealth Partners, LLC History No change 5,815 281 0.04% 0.04% 858 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,791 280 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 22, 2026
Todd Wealth Management, LLC History No change 5,794 280 0.21% 0.21% 860 0 0.0% Q2 2026 Oct 07, 2026
Cape Investment Advisory, Inc. History No change 5,738 277 0.07% 0.07% 861 0 0.0% Q2 2026 Jul 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,719 276 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 21, 2026
Sterling Investment Counsel, LLC History No change 5,678 274 0.06% 0.06% 863 0 0.0% Q2 2026 Jul 20, 2026
NICOLET BANKSHARES INC History No change 5,667 273 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,647 273 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 31, 2026
Princeton Global Asset Management LLC History No change 5,617 272 0.04% 0.04% 866 0 0.0% Q2 2026 Jul 16, 2026
Hanson & Doremus Investment Management History No change 5,505 267 0.03% 0.03% 867 0 0.0% Q2 2026 Jul 29, 2026
Cannell & Spears LLC History No change 5,494 266 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 5,500 266 0.2% 0.2% 869 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 5,460 264 0.02% 0.02% 870 0 0.0% Q2 2026 Jul 23, 2026
Brucke Financial, Inc. History No change 5,406 261 0.12% 0.12% 871 0 0.0% Q2 2026 Jul 21, 2026
McAdam, LLC History No change 5,338 258 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 04, 2026
Synergy Asset Management, LLC History No change 5,339 258 0.02% 0.02% 873 0 0.0% Q2 2026 Jul 22, 2026
Kelly Financial Services LLC History No change 5,332 258 0.06% 0.06% 874 0 0.0% Q2 2026 Jul 14, 2026
Carolina Wealth Management Inc History No change 5,337 258 0.12% 0.12% 875 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 5,318 257 0.01% 0.01% 876 0 0.0% Q2 2026 Jul 29, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,295 256 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,303 256 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 28, 2026
Apollon Wealth Management, LLC History No change 5,256 254 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 22, 2026
Pacific Asset Management, LLC History No change 5,261 254 0.12% 0.12% 880 0 0.0% Q2 2026 Jul 27, 2026
TrustBank History No change 5,255 254 0.09% 0.09% 881 0 0.0% Q2 2026 Jul 20, 2026
Meadowbrook Advisors Group, LLC History No change 5,240 253 0.14% 0.14% 882 0 0.0% Q2 2026 Aug 07, 2026
Alpha Omega Wealth Management LLC History No change 5,211 252 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 20, 2026
Paragon Advisors, LLC History No change 5,218 252 0.05% 0.05% 884 0 0.0% Q2 2026 Jul 29, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 5,165 250 0.16% 0.16% 885 0 0.0% Q2 2026 Jul 10, 2026
Kesler, Norman & Wride, LLC History No change 5,172 250 0.04% 0.04% 886 0 0.0% Q2 2026 Jul 23, 2026
Teamwork Financial Advisors, LLC History No change 5,161 249 0.02% 0.02% 887 0 0.0% Q2 2026 Jul 08, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 5,154 249 0.05% 0.05% 888 0 0.0% Q2 2026 Aug 07, 2026
LVW Advisors, LLC History No change 5,137 248 0.02% 0.02% 889 0 0.0% Q2 2026 Jul 15, 2026
Five Oceans Advisors History No change 5,123 248 0.08% 0.08% 890 0 0.0% Q2 2026 Jul 15, 2026
CARDIFF PARK ADVISORS, LLC History No change 5,102 247 0.02% 0.02% 891 0 0.0% Q2 2026 Aug 14, 2026
Allen Capital Group, LLC History No change 5,075 245 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 27, 2026
COMMERCE BANK History No change 5,058 244 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 12, 2026
CALTON & ASSOCIATES, INC. History No change 4,936 239 0.04% 0.04% 894 0 0.0% Q2 2026 Aug 10, 2026
BOK Financial Private Wealth, Inc. History No change 4,945 239 0.01% 0.01% 895 0 0.0% Q2 2026 Aug 07, 2026
Brewster Financial Planning LLC History No change 4,921 238 0.13% 0.13% 896 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Management, LLC History No change 4,898 237 0.01% 0.01% 897 0 0.0% Q2 2026 Jul 22, 2026
Darden Wealth Group Inc History No change 4,880 236 0.09% 0.09% 898 0 0.0% Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,871 235 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 07, 2026
Rock Point Advisors, LLC History No change 4,850 234 0.06% 0.06% 900 0 0.0% Q2 2026 Aug 06, 2026
Glenview Trust Co History No change 4,811 232 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 18, 2026
CVA Family Office, LLC History No change 4,806 232 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,777 231 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 09, 2026
Frisch Financial Group, Inc. History No change 4,786 231 0.04% 0.04% 904 0 0.0% Q2 2026 Aug 14, 2026
Cypress Point Wealth Management, LLC History No change 4,764 230 0.05% 0.05% 905 0 0.0% Q2 2026 Jul 17, 2026
Evernest Financial Advisors, LLC History No change 4,766 230 0.05% 0.05% 906 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 4,768 230 0.08% 0.08% 907 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 4,749 229 0.03% 0.03% 908 0 0.0% Q2 2026 Aug 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4,708 228 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 13, 2026
One Degree Advisors Inc History No change 4,718 227 0.05% 0.05% 910 0 0.0% Q2 2026 Jul 31, 2026
Hamrick Investment Counsel, llc History No change 4,700 227 0.15% 0.15% 911 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 4,670 226 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,679 226 0.06% 0.06% 913 0 0.0% Q2 2026 Aug 27, 2026
DecisionPoint Financial, LLC History No change 4,685 226 0.04% 0.04% 914 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Added to 4,808 225 0.0% 0.0% 915 +272 6.0% Q3 2026 Oct 08, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 4,656 225 0.1% 0.1% 916 0 0.0% Q2 2026 Aug 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 4,785 224 0.05% 0.06% 917 -19 -0.4% Q3 2026 Oct 06, 2026
Smithfield Trust Co History No change 4,595 223 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 05, 2026
Peak Retirement Planning, Inc. History No change 4,622 223 0.04% 0.04% 919 0 0.0% Q2 2026 Aug 10, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 4,595 222 0.18% 0.18% 920 0 0.0% Q2 2026 Aug 05, 2026
Pine Valley Investments Ltd Liability Co History No change 4,565 221 0.01% 0.01% 921 0 0.0% Q2 2026 Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 4,561 220 0.07% 0.07% 922 0 0.0% Q2 2026 Jul 29, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,528 219 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 05, 2026
Carmel Capital Partners, LLC History No change 4,517 218 0.07% 0.07% 924 0 0.0% Q2 2026 Jul 29, 2026
Stokes Capital Advisors, LLC History No change 4,495 217 0.05% 0.05% 925 0 0.0% Q2 2026 Jul 22, 2026
Stockman Wealth Management, Inc. History No change 4,480 216 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 11, 2026
Alteri Wealth LLC History No change 4,477 216 0.06% 0.06% 927 0 0.0% Q2 2026 Jul 29, 2026
Second Line Capital, LLC History No change 4,410 213 0.04% 0.04% 928 0 0.0% Q2 2026 Sep 02, 2026
KFA Private Wealth Group, LLC History New 4,494 210 0.05% — 931 +4,494 New Q3 2026 Oct 07, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 4,346 210 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 28, 2026
IFC & Insurance Marketing, Inc. History No change 4,347 210 0.18% 0.18% 930 0 0.0% Q2 2026 Jul 09, 2026
Investor's Fiduciary Advisor Network, LLC History No change 4,320 209 0.07% 0.07% 932 0 0.0% Q2 2026 Aug 13, 2026
Yoffe Investment Management, LLC History No change 4,328 209 0.24% 0.24% 933 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History No change 4,301 208 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 06, 2026
Northern Lights Advisors, Inc. History No change 4,304 208 0.11% 0.11% 935 0 0.0% Q2 2026 Aug 06, 2026
Freedom Investment Management, Inc. History No change 4,257 206 0.06% 0.06% 936 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 4,253 205 0.03% 0.03% 937 0 0.0% Q2 2026 Aug 04, 2026
HEADINVEST, LLC History No change 4,220 204 0.04% 0.04% 938 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 4,217 204 0.02% 0.02% 939 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA SECURITIES, LLC History No change 4,213 204 0.02% 0.02% 940 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4,225 204 0.03% 0.03% 941 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 4,212 203 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 06, 2026
Alta Wealth Advisors LLC History No change 4,200 203 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 30, 2026
Clientfirst Wealth Management, LLC History No change 4,201 203 0.17% 0.17% 944 0 0.0% Q2 2026 Jul 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,207 203 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,179 202 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 16, 2026
Richard W. Paul & Associates, LLC History No change 4,162 201 0.06% 0.06% 947 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 4,170 201 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 04, 2026
LFA - Lugano Financial Advisors SA History No change 3,910 189 0.11% 0.11% 949 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History No change 3,667 177 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 31, 2026
Signature Equity Partners, LLC History No change 3,547 171 0.08% 0.08% 951 0 0.0% Q2 2026 Jul 30, 2026
Holos Integrated Wealth LLC History No change 3,489 167 0.08% 0.08% 952 0 0.0% Q2 2026 Jul 15, 2026
Synergy Investment Management, LLC History No change 3,452 165 0.04% 0.04% 953 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 3,404 164 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 3,311 160 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 28, 2026
Pioneer Family Office, LLC History No change 3,177 153 0.08% 0.08% 956 0 0.0% Q2 2026 Jul 27, 2026
Cherry Tree Wealth Management, LLC History No change 3,135 151 0.03% 0.03% 957 0 0.0% Q2 2026 Sep 15, 2026
Concord Wealth Partners History No change 3,016 146 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,010 145 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 2,977 144 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 10, 2026
S.A. Mason LLC History No change 2,971 143 0.04% 0.04% 961 0 0.0% Q2 2026 Jul 31, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,921 141 0.03% 0.03% 962 0 0.0% Q2 2026 Jul 08, 2026
C M BIDWELL & ASSOCIATES LTD History No change 2,832 137 0.06% 0.06% 963 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,847 137 0.0% 0.0% 964 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisor Network LLC History No change 2,846 137 0.17% 0.17% 965 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 2,790 135 0.08% 0.08% 966 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 2,780 130 0.01% 0.01% 967 -288 -9.39% Q3 2026 Oct 07, 2026
Wilmington Savings Fund Society, FSB History No change 2,585 125 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 28, 2026
Aventura Private Wealth, LLC History No change 2,487 120 0.04% 0.04% 969 0 0.0% Q2 2026 Jul 15, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,400 116 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 06, 2026
Investment Research & Advisory Group, Inc. History No change 2,400 116 0.04% 0.04% 971 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,293 111 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON-ALTUS USA INC. History No change 2,174 104 0.07% 0.07% 973 0 0.0% Q2 2026 Sep 17, 2026
Golden State Wealth Management, LLC History No change 2,121 102 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 2,102 101 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 11, 2026
WEBSTER BANK, N. A. History No change 1,908 92 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 20, 2026
Delos Wealth Advisors, LLC History No change 1,837 88 0.05% 0.05% 977 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,716 83 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 12, 2026
Go Invest LLC History No change 1,709 82 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,666 80 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 20, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,602 77 0.05% 0.05% 981 0 0.0% Q2 2026 Jul 21, 2026
SOA Wealth Advisors, LLC. History No change 1,563 75 0.01% 0.01% 982 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 1,540 74 0.03% 0.03% 983 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 1,516 73 0.0% 0.0% 984 0 0.0% Q2 2026 Jul 29, 2026
Atlatl Advisers LLC History No change 1,503 72 0.02% 0.02% 985 0 0.0% Q2 2026 Jul 22, 2026
Financial Management Professionals, Inc. History No change 1,471 71 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 09, 2026
Physician Wealth Advisors, Inc. History No change 1,462 70 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 1,415 68 0.0% 0.0% 988 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 1,402 67 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 1,362 65 0.01% 0.01% 990 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,304 62 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 1,290 62 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,206 58 0.06% 0.06% 993 0 0.0% Q2 2026 Aug 10, 2026
BLUELINE ADVISORS LLC History No change 1,217 58 0.04% 0.04% 994 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 1,181 57 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 1,140 55 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 1,152 55 0.03% 0.03% 997 0 0.0% Q2 2026 Aug 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,105 53 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 1,096 53 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 21, 2026
Arlington Trust Co LLC History No change 1,104 53 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 07, 2026
Quest 10 Wealth Builders, Inc. History No change 1,056 51 0.04% 0.04% 1001 0 0.0% Q2 2026 Jul 24, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,022 49 0.03% 0.03% 1002 0 0.0% Q2 2026 Aug 14, 2026
PROTECTIVE LIFE CORP History No change 950 46 0.33% 0.33% 1003 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 898 43 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History No change 909 42 0.01% 0.01% 1005 0 0.0% Q3 2026 Oct 07, 2026
Fortis Group Advisors, LLC History No change 878 42 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 24, 2026
ESL Trust Services, LLC History No change 863 41 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 841 40 0.01% 0.01% 1008 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 823 39 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 812 39 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 07, 2026
Crews Bank & Trust History No change 825 39 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 16, 2026
Rosenberg Matthew Hamilton History New 817 38 0.01% — 1012 +817 New Q3 2026 Oct 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 769 37 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 28, 2026
Frazier Financial Advisors, LLC History No change 754 36 0.02% 0.02% 1014 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 711 34 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History No change 683 33 0.0% 0.0% 1016 0 0.0% Q2 2026 Sep 04, 2026
Kozak & Associates, Inc. History No change 684 33 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 02, 2026
GAMMA Investing LLC History Added to 693 32 0.0% 0.0% 1019 +4 0.58% Q3 2026 Oct 08, 2026
Pacifica Partners Inc. History No change 676 32 0.01% 0.01% 1018 0 0.0% Q2 2026 Jul 13, 2026
Fourth Dimension Wealth, LLC History No change 664 32 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 31, 2026
NFSG Corp History No change 636 30 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 14, 2026
HFM Investment Advisors, LLC History No change 632 30 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 610 29 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 21, 2026
Bangor Savings Bank History No change 583 27 0.0% 0.0% 1024 0 0.0% Q3 2026 Oct 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 536 25 0.01% 0.01% 1025 0 0.0% Q2 2026 Jul 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 501 24 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 06, 2026
Oakworth Capital, Inc. History No change 508 24 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 22, 2026
SHP Wealth Management History No change 511 24 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 11, 2026
NorthAvenue LLC History No change 516 24 0.02% 0.02% 1029 0 0.0% Q2 2026 Jul 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 450 21 0.01% 0.01% 1030 0 0.0% Q2 2026 Jul 21, 2026
GILL CAPITAL PARTNERS, LLC History No change 432 20 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 20, 2026
Key Capital Management, INC History No change 426 20 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 27, 2026
Clark Wealth Partners History No change 413 20 0.01% 0.01% 1033 0 0.0% Q2 2026 Jul 28, 2026
TIAA Wealth Investment Management LLC History No change 419 20 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 10, 2026
TOP Private Wealth LLC. History No change 430 20 0.02% 0.02% 1035 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 395 19 0.0% 0.0% 1036 0 0.0% Q2 2026 Jul 13, 2026
Ankerstar Wealth, LLC History No change 400 19 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 13, 2026
Boreal Capital Management LLC History No change 400 19 0.01% 0.01% 1038 0 0.0% Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 380 18 0.01% 0.01% 1039 0 0.0% Q2 2026 Aug 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 384 18 0.01% 0.01% 1040 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 366 17 0.0% 0.0% 1041 0 0.0% Q3 2026 Oct 05, 2026
Kroeger Financial Partners History No change 362 17 0.02% 0.02% 1042 0 0.0% Q2 2026 Jul 27, 2026
Rakuten Securities, Inc. History No change 350 16 0.0% 0.0% 1043 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 332 16 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 17, 2026
Ellevest, Inc. History No change 13,638 15 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 317 15 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 24, 2026
Independence Bank of Kentucky History No change 316 15 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 313 15 0.0% 0.0% 1048 0 0.0% Q2 2026 Aug 07, 2026
EFG International AG History No change 323 15 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 315 15 0.06% 0.06% 1050 0 0.0% Q2 2026 Aug 07, 2026
Activest Wealth Management History No change 285 13 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 16, 2026
Covestor Ltd History No change 261 13 0.01% 0.01% 1052 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 271 13 0.01% 0.01% 1053 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 256 12 0.0% 0.0% 1054 0 0.0% Q2 2026 Aug 13, 2026
CGC Financial Services, LLC History No change 263 12 0.0% 0.0% 1055 0 0.0% Q2 2026 Jul 13, 2026
Transce3nd, LLC History No change 264 12 0.11% 0.11% 1056 0 0.0% Q2 2026 Jul 24, 2026
MASECO LLP History No change 252 12 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 267 12 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 238 11 0.0% 0.0% 1059 0 0.0% Q2 2026 Jul 23, 2026
Wells Financial Advisors INC History No change 230 11 0.1% 0.1% 1060 0 0.0% Q2 2026 Jul 23, 2026
Ares Financial Consulting, LLC History No change 229 11 0.01% 0.01% 1061 0 0.0% Q2 2026 Jul 09, 2026
TOEWS CORP /ADV History No change 220 10 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 220 10 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 217 10 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 05, 2026
Financial Gravity Companies, Inc. History No change 206 9 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 05, 2026
Eukles Asset Management History No change 186 9 0.0% 0.0% 1066 0 0.0% Q2 2026 Aug 05, 2026
Inspire Investing, LLC History No change 186 9 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 12, 2026
Millstone Evans Group, LLC History No change 193 9 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 168 8 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 177 8 0.0% 0.0% 1070 0 0.0% Q2 2026 Jul 24, 2026
Advocate Investing Services LLC History No change 176 8 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 148 7 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 12, 2026
Front Row Advisors LLC History No change 152 7 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 13, 2026
Cordant, Inc. History No change 146 7 0.0% 0.0% 1074 0 0.0% Q2 2026 Jul 14, 2026
Beaird Harris Wealth Management, LLC History No change 148 7 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 08, 2026
Caldwell Trust Co History No change 150 7 0.0% 0.0% 1076 0 0.0% Q2 2026 Aug 03, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 161 7 0.01% 0.01% 1077 0 0.0% Q2 2026 Jul 09, 2026
Quent Capital, LLC History No change 127 6 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 07, 2026
American Capital Advisory, LLC History No change 138 6 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 28, 2026
LifeSteps Financial, Inc. History No change 116 5 0.0% 0.0% 1080 0 0.0% Q2 2026 Jul 17, 2026
SITTNER & NELSON, LLC History No change 106 5 0.0% 0.0% 1081 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 113 5 0.01% 0.01% 1082 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 111 5 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 13, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 100 4 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 94 4 0.0% 0.0% 1085 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 98 4 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 86 4 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 77 3 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 08, 2026
Solstein Capital, LLC History No change 75 3 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 82 3 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 14, 2026
Talon Private Wealth, LLC History No change 70 3 0.0% 0.0% 1091 0 0.0% Q2 2026 Sep 11, 2026
Winthrop Capital Management, LLC History No change 67 3 0.0% 0.0% 1092 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 78 3 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 14, 2026
Timmons Wealth Management, LLC History No change 77 3 0.0% 0.0% 1094 0 0.0% Q2 2026 Aug 07, 2026
Sunrise Financial Services, LLC History No change 74 3 0.0% 0.0% 1095 0 0.0% Q2 2026 Aug 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 60 2 0.0% 0.0% 1096 0 0.0% Q2 2026 Jul 08, 2026
USA FINANCIAL FORMULAS History No change 56 2 0.0% 0.0% 1097 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 42 2 0.0% 0.0% 1098 0 0.0% Q2 2026 Aug 06, 2026
Elequin Capital, LP History No change 43 2 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 54 2 0.0% 0.0% 1100 0 0.0% Q2 2026 Jul 24, 2026
Timbuktu Capital Management, LLC History No change 55 2 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 27 1 0.0% 0.0% 1102 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 28 1 0.0% 0.0% 1103 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 30 1 0.0% 0.0% 1104 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 23 1 0.0% 0.0% 1105 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 34 1 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 10, 2026
Imprint Wealth LLC History No change 32 1 0.0% 0.0% 1107 0 0.0% Q2 2026 Aug 14, 2026
Hara Capital LLC History No change 30 1 0.0% 0.0% 1108 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 24 1 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History No change 23 1 0.0% 0.0% 1110 0 0.0% Q2 2026 Jul 28, 2026
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.05% — -13,178 -100.0% Q3 2026 Oct 05, 2026
MOTCO History No change 11 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Advisors History No change 14 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
WOLFF WIESE MAGANA LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Bell Investment Advisors, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Premier Financial Group History No change 17 0 — — — 0 0.0% Q2 2026 Sep 18, 2026
Mosley Wealth Management History No change 11 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Reyes Financial Architecture, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History No change 9 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
Longview Financial Advisors LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Downshift Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
PlanVest Financial, Inc History No change 9 0 — — — 0 0.0% Q2 2026 Aug 10, 2026