VANGUARD BOND INDEX FUNDS - BSV

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
MERCER GLOBAL ADVISORS INC /ADV History No change 50,651,293 3,946,244 4.88% 4.88% 1 0 0.0% Q2 2026 Aug 19, 2026
Creative Planning History No change 43,838,959 3,415,493 2.0% 2.0% 2 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 32,321,588 2,518,120 0.59% 0.59% 3 0 0.0% Q2 2026 Sep 23, 2026
Empower Advisory Group, LLC History No change 24,303,617 1,893,494 4.52% 4.52% 4 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 23,641,308 1,841,894 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 20,453,685 1,593,546 0.14% 0.14% 6 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 16,863,841 1,315,716 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 15,333,291 1,194,616 5.07% 5.07% 8 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 12,269,104 955,885 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 9,933,587 773,925 0.09% 0.09% 10 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 7,420,247 578,111 12.07% 12.07% 11 0 0.0% Q2 2026 Jul 31, 2026
LPL Financial LLC History No change 7,261,254 565,724 0.13% 0.13% 12 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,215,410 562,152 0.86% 0.86% 13 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 6,757,611 526,485 0.09% 0.09% 14 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,131,559 321,889 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 14, 2026
LINCOLN NATIONAL CORP History No change 3,979,162 310,016 7.93% 7.93% 16 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 3,963,408 308,789 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 3,956,884 308,280 0.43% 0.43% 18 0 0.0% Q2 2026 Aug 27, 2026
Sequoia Financial Advisors, LLC History No change 3,631,159 282,903 1.41% 1.41% 19 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 3,590,227 279,714 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,512,006 273,620 0.33% 0.33% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 2,981,848 232,315 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,777,145 216,367 0.27% 0.27% 23 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 2,702,880 210,581 0.19% 0.19% 24 0 0.0% Q2 2026 Aug 12, 2026
True Link Financial Advisors, LLC History No change 2,608,375 203,218 11.75% 11.75% 25 0 0.0% Q2 2026 Jul 31, 2026
Purpose Unlimited Inc. History No change 2,571,864 200,373 7.66% 7.66% 26 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 2,459,500 191,619 0.87% 0.87% 27 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 2,174,156 169,388 0.2% 0.2% 28 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 2,168,154 168,920 0.17% 0.17% 29 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,160,462 168,321 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,101,516 163,977 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,090,052 162,870 0.19% 0.19% 32 0 0.0% Q2 2026 Aug 14, 2026
WIT, LLC History No change 1,981,763 154,399 2.47% 2.47% 33 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,823,344 142,020 0.78% 0.78% 34 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,702,387 132,633 0.07% 0.07% 35 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 1,689,123 131,599 1.4% 1.4% 36 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 1,579,884 122,646 1.73% 1.73% 37 0 0.0% Q2 2026 Jul 08, 2026
National Philanthropic Trust History No change 1,546,257 120,468 1.74% 1.74% 38 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 1,466,522 114,287 0.47% 0.47% 39 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,459,721 113,727 0.26% 0.26% 40 0 0.0% Q2 2026 Jul 27, 2026
RW Investment Management LLC History No change 1,396,886 108,831 9.55% 9.55% 41 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 1,358,912 105,872 2.74% 2.74% 42 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 1,350,385 105,208 0.18% 0.18% 43 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 1,341,056 104,856 0.31% 0.31% 44 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 1,331,971 103,122 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,303,886 101,585 0.47% 0.47% 46 0 0.0% Q2 2026 Aug 18, 2026
Smithfield Trust Co History No change 1,264,331 98,494 3.93% 3.93% 47 0 0.0% Q2 2026 Aug 05, 2026
RS CRUM INC. History No change 1,254,488 97,737 18.32% 18.32% 48 0 0.0% Q2 2026 Aug 10, 2026
DAVENPORT & Co LLC History No change 1,244,826 96,984 0.48% 0.48% 49 0 0.0% Q2 2026 Jul 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,207,656 94,088 0.43% 0.43% 50 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 1,204,888 93,872 0.15% 0.15% 51 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 1,184,318 92,270 2.49% 2.49% 52 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 1,173,676 91,988 1.52% 1.52% 53 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 1,113,171 86,727 0.17% 0.17% 54 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 1,082,377 84,328 0.47% 0.47% 55 0 0.0% Q2 2026 Jul 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,043,342 81,286 0.93% 0.93% 56 0 0.0% Q2 2026 Aug 14, 2026
Martel Wealth Advisors LLC History No change 996,458 77,634 12.21% 12.21% 57 0 0.0% Q2 2026 Jul 13, 2026
Focus Partners Advisor Solutions, LLC History No change 980,902 76,423 0.65% 0.65% 58 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 970,658 75,623 0.15% 0.15% 59 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 939,116 73,166 0.35% 0.35% 60 0 0.0% Q2 2026 Sep 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 893,913 71,230 0.06% 0.06% 61 0 0.0% Q2 2026 Sep 09, 2026
Integris Wealth Management, LLC History No change 898,698 70,017 14.14% 14.14% 62 0 0.0% Q2 2026 Jul 10, 2026
VANGUARD ADVISERS INC History No change 873,886 68,084 0.23% 0.23% 63 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 871,815 67,923 2.39% 2.39% 64 0 0.0% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History No change 868,054 67,630 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 865,925 67,464 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 861,105 67,088 21.46% 21.46% 67 0 0.0% Q2 2026 Aug 04, 2026
Petersen Hastings Wealth Advisors Inc. History No change 847,131 65,999 5.54% 5.54% 68 0 0.0% Q2 2026 Jul 17, 2026
Gemmer Asset Management LLC History No change 838,296 65,311 4.39% 4.39% 69 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 808,296 62,974 1.45% 1.45% 70 0 0.0% Q2 2026 Aug 05, 2026
International City Management Association Retirement Corp History No change 776,816 60,521 26.31% 26.31% 71 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 754,764 58,803 0.55% 0.55% 72 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 739,365 57,603 0.68% 0.68% 73 0 0.0% Q2 2026 Jul 22, 2026
Trajan Wealth LLC History No change 728,258 56,738 2.14% 2.14% 74 0 0.0% Q2 2026 Aug 13, 2026
Arbor Investment Advisors, LLC History No change 675,069 52,594 5.95% 5.95% 75 0 0.0% Q2 2026 Jul 24, 2026
Betterment LLC History No change 663,160 51,667 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 636,517 49,591 0.39% 0.39% 77 0 0.0% Q2 2026 Jul 17, 2026
Symmetry Partners, LLC History No change 635,551 49,515 2.52% 2.52% 78 0 0.0% Q2 2026 Jul 23, 2026
TD Capital Management LLC History No change 633,341 49,343 4.03% 4.03% 79 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 631,439 49,195 0.38% 0.38% 80 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 615,146 47,926 7.36% 7.36% 81 0 0.0% Q2 2026 Jul 22, 2026
Clark Asset Management, LLC History No change 584,361 45,527 3.57% 3.57% 82 0 0.0% Q2 2026 Jul 07, 2026
Old Peak Finance LLC History No change 567,983 44,251 21.42% 21.42% 83 0 0.0% Q2 2026 Aug 03, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 566,494 44,135 5.61% 5.61% 84 0 0.0% Q2 2026 Aug 25, 2026
Annandale Capital, LLC History No change 556,851 43,384 5.92% 5.92% 85 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 551,860 42,995 0.42% 0.42% 86 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 548,717 42,750 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 12, 2026
Voya Financial Advisors, Inc. History No change 502,763 39,225 3.45% 3.45% 88 0 0.0% Q2 2026 Aug 12, 2026
Partners in Financial Planning History No change 488,983 38,096 5.78% 5.78% 89 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 480,920 37,468 0.8% 0.8% 90 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 473,565 36,895 0.11% 0.11% 91 0 0.0% Q2 2026 Aug 12, 2026
Wealthquest Corp History No change 472,218 36,790 2.32% 2.32% 92 0 0.0% Q2 2026 Jul 23, 2026
Human Investing LLC History No change 468,074 36,467 4.73% 4.73% 93 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 465,699 36,282 0.78% 0.78% 94 0 0.0% Q2 2026 Aug 13, 2026
Compass Planning Associates Inc History No change 462,096 36,001 19.46% 19.46% 95 0 0.0% Q2 2026 Jul 27, 2026
PDS Planning, Inc History No change 450,644 35,109 2.03% 2.03% 96 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 447,856 34,895 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 13, 2026
Berkshire Money Management, Inc. History No change 423,447 32,990 3.01% 3.01% 98 0 0.0% Q2 2026 Jul 23, 2026
Sage Financial Management Group, Inc. History No change 418,585 32,611 8.96% 8.96% 99 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 415,886 32,402 0.2% 0.2% 100 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 412,366 32,127 0.32% 0.32% 101 0 0.0% Q2 2026 Jul 27, 2026
ASSOCIATED BANC-CORP History No change 409,223 31,882 0.76% 0.76% 102 0 0.0% Q2 2026 Jul 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 402,698 31,374 0.58% 0.58% 103 0 0.0% Q2 2026 Aug 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 401,299 31,265 3.8% 3.8% 104 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 396,353 30,879 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 389,857 30,373 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 07, 2026
Avior Wealth Management, LLC History No change 385,620 30,043 0.79% 0.79% 107 0 0.0% Q2 2026 Jul 07, 2026
BARR E S & CO History No change 380,212 29,622 1.66% 1.66% 108 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 379,608 29,575 0.57% 0.57% 109 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 378,263 29,470 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 378,263 29,470 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 04, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 378,196 29,465 0.43% 0.43% 112 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 369,592 28,794 0.97% 0.97% 113 0 0.0% Q2 2026 Jul 24, 2026
KWMG, LLC History Added to 368,959 28,188 2.03% 1.85% 114 +40,547 12.35% Q3 2026 Oct 07, 2026
Blue Trust, Inc. History No change 340,954 26,563 0.28% 0.28% 115 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 337,295 25,682 0.04% 0.04% 116 0 0.0% Q2 2026 Jul 15, 2026
Factor Wealth Management LTD History No change 325,862 25,387 3.84% 3.84% 117 0 0.0% Q2 2026 Jul 07, 2026
Graves Light Lenhart Wealth, Inc. History No change 318,097 24,782 2.31% 2.31% 118 0 0.0% Q2 2026 Jul 07, 2026
XML Financial, LLC History No change 317,267 24,718 1.8% 1.8% 119 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 317,149 24,709 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 11, 2026
Discipline Wealth Solutions, LLC History No change 309,533 24,115 2.1% 2.1% 121 0 0.0% Q2 2026 Jul 21, 2026
BetterWealth, LLC History No change 304,624 23,733 4.2% 4.2% 122 0 0.0% Q2 2026 Jul 21, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 300,301 23,309 4.9% 4.9% 123 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 291,870 22,739 0.07% 0.07% 124 0 0.0% Q2 2026 Jul 28, 2026
Beacon Capital Management, Inc. History No change 291,773 22,732 1.38% 1.38% 125 0 0.0% Q2 2026 Aug 13, 2026
Trellis Wealth Advisors LLC History No change 287,328 22,385 7.68% 7.68% 126 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 280,554 21,857 0.27% 0.27% 127 0 0.0% Q2 2026 Jul 22, 2026
Parkside Financial Bank & Trust History No change 279,487 21,774 1.48% 1.48% 128 0 0.0% Q2 2026 Sep 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 278,085 21,665 0.53% 0.53% 129 0 0.0% Q2 2026 Jul 31, 2026
Kelman-Lazarov, Inc. History No change 276,323 21,528 2.82% 2.82% 130 0 0.0% Q2 2026 Aug 10, 2026
Greystone Financial Group, LLC History No change 275,668 21,477 6.0% 6.0% 131 0 0.0% Q2 2026 Jul 28, 2026
Lutz Financial Services LLC History No change 274,930 21,419 1.3% 1.3% 132 0 0.0% Q2 2026 Aug 05, 2026
Allied Investment Advisors, LLC History No change 273,991 21,346 2.68% 2.68% 133 0 0.0% Q2 2026 Jul 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 272,376 21,220 0.27% 0.27% 134 0 0.0% Q2 2026 Jul 24, 2026
Evolution Advisers, Inc. History No change 269,333 20,983 7.71% 7.71% 135 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 266,996 20,801 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 03, 2026
MilWealth Group LLC History No change 262,722 20,468 4.37% 4.37% 137 0 0.0% Q2 2026 Aug 03, 2026
Waterford Advisors, LLC History No change 421,601 20,418 5.57% 5.57% 138 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 259,783 20,239 0.22% 0.22% 139 0 0.0% Q2 2026 Aug 03, 2026
Wiser Wealth Management, Inc History No change 250,382 19,507 3.73% 3.73% 140 0 0.0% Q2 2026 Jul 14, 2026
Wealth Dimensions Group, Ltd. History No change 250,190 19,492 3.49% 3.49% 141 0 0.0% Q2 2026 Jul 22, 2026
eCIO, Inc. History No change 249,955 19,473 5.47% 5.47% 142 0 0.0% Q2 2026 Jul 27, 2026
Fort Henry Capital, LLC History No change 248,902 19,391 10.68% 10.68% 143 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 247,490 19,281 0.19% 0.19% 144 0 0.0% Q2 2026 Jul 28, 2026
Stephenson & Company, Inc. History No change 245,951 19,162 8.98% 8.98% 145 0 0.0% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History No change 240,584 18,864 0.77% 0.77% 146 0 0.0% Q2 2026 Jul 09, 2026
Brewster Financial Planning LLC History No change 241,799 18,838 10.34% 10.34% 147 0 0.0% Q2 2026 Jul 14, 2026
Alaska Wealth Advisors, LLC History No change 238,422 18,575 2.01% 2.01% 148 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 237,928 18,536 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 237,879 18,533 4.14% 4.14% 150 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 230,538 17,961 0.12% 0.12% 151 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 229,668 17,893 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 229,061 17,846 0.05% 0.05% 153 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History No change 228,811 17,826 1.15% 1.15% 154 0 0.0% Q2 2026 Jul 08, 2026
Silver Oak Advisory Group, Inc. History No change 228,325 17,788 7.01% 7.01% 155 0 0.0% Q2 2026 Jul 31, 2026
Tillman Hartley LLC History No change 228,068 17,768 3.99% 3.99% 156 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 227,554 17,728 0.18% 0.18% 157 0 0.0% Q2 2026 Jul 15, 2026
Forza Wealth Management, LLC History No change 226,104 17,615 5.4% 5.4% 158 0 0.0% Q2 2026 Jul 17, 2026
Your Advocates Ltd., LLP History No change 223,762 17,433 4.98% 4.98% 159 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 223,731 17,430 0.87% 0.87% 160 0 0.0% Q2 2026 Jul 23, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 217,799 16,968 1.37% 1.37% 161 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 216,722 16,884 0.31% 0.31% 162 0 0.0% Q2 2026 Aug 04, 2026
Mustard Seed Financial, LLC History No change 215,391 16,781 8.72% 8.72% 163 0 0.0% Q2 2026 Aug 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 213,928 16,667 0.82% 0.82% 164 0 0.0% Q2 2026 Jul 20, 2026
Safir Wealth Advisors, LLC History No change 213,718 16,650 10.82% 10.82% 165 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 208,728 16,262 0.16% 0.16% 166 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 208,717 16,261 0.29% 0.29% 167 0 0.0% Q2 2026 Jul 31, 2026
Investment Planning Advisors, Inc. History No change 208,650 16,255 3.76% 3.76% 168 0 0.0% Q2 2026 Jul 23, 2026
Oath Planning, LLC History No change 208,593 16,251 12.06% 12.06% 169 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 206,533 16,090 0.14% 0.14% 170 0 0.0% Q2 2026 Aug 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 205,530 16,012 1.98% 1.98% 171 0 0.0% Q2 2026 Jul 09, 2026
FIRST HORIZON CORP History No change 200,338 15,608 0.6% 0.6% 172 0 0.0% Q2 2026 Jul 20, 2026
SouthState Bank Corp History No change 195,916 15,263 0.64% 0.64% 173 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 194,996 15,192 0.19% 0.19% 174 0 0.0% Q2 2026 Aug 05, 2026
Alaska Permanent Capital Management, LLC History No change 192,591 15,000 0.98% 0.98% 175 0 0.0% Q2 2026 Aug 11, 2026
Vertrix Wealth Management, LLC History No change 190,848 14,868 5.01% 5.01% 176 0 0.0% Q2 2026 Jul 09, 2026
Harfst & Associates, Inc. History No change 188,444 14,681 2.28% 2.28% 177 0 0.0% Q2 2026 Jul 31, 2026
NATIXIS ADVISORS, LLC History No change 187,015 14,570 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 186,511 14,531 0.12% 0.12% 179 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 185,737 14,471 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 185,661 14,464 0.69% 0.69% 181 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Investment Partners, LLC History No change 185,356 14,441 0.48% 0.48% 182 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 184,685 14,388 0.53% 0.53% 183 0 0.0% Q2 2026 Jul 21, 2026
SigFig Wealth Management, LLC History Added to 186,155 14,222 0.36% 0.38% 184 +2,638 1.44% Q3 2026 Oct 07, 2026
CHOREO, LLC History No change 180,722 14,080 0.15% 0.15% 185 0 0.0% Q2 2026 Aug 04, 2026
Bay Harbor Wealth Management, LLC History No change 180,697 14,078 3.25% 3.25% 186 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 180,522 14,064 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 07, 2026
Frankly Finances, LLC History No change 179,877 14,014 11.08% 11.08% 188 0 0.0% Q2 2026 Jul 15, 2026
Vawter Financial, Ltd. History No change 173,700 13,532 5.1% 5.1% 189 0 0.0% Q2 2026 Jul 24, 2026
C M BIDWELL & ASSOCIATES LTD History No change 172,159 13,412 5.48% 5.48% 190 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 171,474 13,359 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
AMES NATIONAL CORP History No change 170,831 13,309 7.32% 7.32% 192 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 168,486 13,126 0.32% 0.32% 193 0 0.0% Q2 2026 Jul 20, 2026
Disciplina Capital Management LLC History No change 167,162 13,023 1.35% 1.35% 194 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 164,517 12,835 0.42% 0.42% 195 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Financial Group, Inc. History No change 164,471 12,813 1.96% 1.96% 196 0 0.0% Q2 2026 Jul 24, 2026
ELEVATE WEALTH ADVISORY, INC History No change 164,155 12,789 7.3% 7.3% 197 0 0.0% Q2 2026 Aug 14, 2026
Stone Summit Wealth LLC History No change 163,804 12,761 3.24% 3.24% 198 0 0.0% Q2 2026 Jul 23, 2026
Colter Lewis Investment Partners LLC History No change 163,265 12,719 5.65% 5.65% 199 0 0.0% Q2 2026 Aug 14, 2026
Eaton-Cambridge Inc. History No change 163,016 12,700 3.57% 3.57% 200 0 0.0% Q2 2026 Jul 23, 2026
NI ACQUISITIONS COMPANY, LLC History No change 161,003 12,543 5.35% 5.35% 201 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 159,082 12,393 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 158,860 12,376 0.19% 0.19% 203 0 0.0% Q2 2026 Jul 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 157,721 12,288 3.77% 3.77% 204 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 157,682 12,285 0.14% 0.14% 205 0 0.0% Q2 2026 Jul 28, 2026
Columbia River Financial Group, LLC History No change 157,171 12,245 6.58% 6.58% 206 0 0.0% Q2 2026 Aug 13, 2026
DiPaolo Financial Group, Inc. History No change 157,083 12,238 8.0% 8.0% 207 0 0.0% Q2 2026 Jul 09, 2026
Mutual Advisors, LLC History No change 155,476 12,113 0.23% 0.23% 208 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 154,496 12,036 0.21% 0.21% 209 0 0.0% Q2 2026 Jul 21, 2026
HTG Investment Advisors, Inc. History No change 154,196 12,013 3.08% 3.08% 210 0 0.0% Q2 2026 Aug 06, 2026
Parker Financial LLC History No change 152,001 11,840 4.33% 4.33% 211 0 0.0% Q2 2026 Aug 03, 2026
Integrated Wealth Concepts LLC History No change 151,784 11,825 0.08% 0.08% 212 0 0.0% Q2 2026 Sep 08, 2026
City State Bank History No change 149,098 11,616 2.66% 2.66% 213 0 0.0% Q2 2026 Jul 14, 2026
Fidato Wealth LLC History No change 148,686 11,584 6.77% 6.77% 214 0 0.0% Q2 2026 Aug 03, 2026
CGN Advisors LLC History No change 148,625 11,579 0.85% 0.85% 215 0 0.0% Q2 2026 Jul 06, 2026
Pines Wealth Management, LLC History No change 147,950 11,526 3.31% 3.31% 216 0 0.0% Q2 2026 Jul 22, 2026
COMMERCE BANK History No change 147,540 11,494 0.05% 0.05% 217 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 147,140 11,463 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 11, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 146,058 11,379 1.79% 1.79% 219 0 0.0% Q2 2026 Jul 30, 2026
Sanctuary Advisors, LLC History No change 145,888 11,366 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 13, 2026
Torrey-Payne Wealth Management, LLC History No change 145,726 11,353 9.34% 9.34% 221 0 0.0% Q2 2026 Jul 23, 2026
Adaptive Financial Consulting, LLC History No change 145,499 11,335 3.97% 3.97% 222 0 0.0% Q2 2026 Aug 07, 2026
Hopwood Financial Services, Inc. History No change 144,402 11,250 6.52% 6.52% 223 0 0.0% Q2 2026 Jul 22, 2026
ALKEME WEALTH, LLC History No change 144,195 11,234 4.3% 4.3% 224 0 0.0% Q2 2026 Jul 16, 2026
McAdam, LLC History No change 143,484 11,178 0.43% 0.43% 225 0 0.0% Q2 2026 Aug 04, 2026
Crews Bank & Trust History No change 142,016 11,064 1.44% 1.44% 226 0 0.0% Q2 2026 Jul 16, 2026
Private Advisor Group, LLC History No change 141,792 11,047 0.05% 0.05% 227 0 0.0% Q2 2026 Jul 27, 2026
Focus Financial Network, Inc. History No change 141,122 10,994 0.34% 0.34% 228 0 0.0% Q2 2026 Jul 09, 2026
Cherry Tree Wealth Management, LLC History No change 140,590 10,953 2.06% 2.06% 229 0 0.0% Q2 2026 Sep 15, 2026
3 FACTOR INDEXING, LLC History No change 139,894 10,899 9.22% 9.22% 230 0 0.0% Q2 2026 Jul 08, 2026
Zeit Capital LLC History No change 139,747 10,887 6.56% 6.56% 231 0 0.0% Q2 2026 Aug 06, 2026
Sand Hill Global Advisors, LLC History No change 139,513 10,869 0.33% 0.33% 232 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 139,165 10,842 3.88% 3.88% 233 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 137,193 10,688 0.17% 0.17% 234 0 0.0% Q2 2026 Aug 10, 2026
Tribridge Partners Financial LLC History No change 136,183 10,554 4.14% 4.14% 235 0 0.0% Q2 2026 Aug 04, 2026
VCI Wealth Management LLC History No change 134,999 10,517 2.64% 2.64% 236 0 0.0% Q2 2026 Aug 04, 2026
Vise Technologies, Inc. History No change 134,375 10,469 0.12% 0.12% 237 0 0.0% Q2 2026 Aug 10, 2026
RESOLUTE CAPITAL, LLC History No change 133,574 10,406 3.59% 3.59% 238 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 133,398 10,393 0.06% 0.06% 239 0 0.0% Q2 2026 Aug 11, 2026
Lynch Investment Planning, LLC History No change 132,781 10,344 7.95% 7.95% 240 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 132,302 10,307 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 132,255 10,304 0.21% 0.21% 242 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 131,806 10,269 1.42% 1.42% 243 0 0.0% Q2 2026 Jul 22, 2026
HEADINVEST, LLC History No change 128,262 9,992 1.86% 1.86% 244 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 127,811 9,957 0.96% 0.96% 245 0 0.0% Q2 2026 Aug 11, 2026
Aspire Private Capital, LLC History No change 127,664 9,946 2.06% 2.06% 246 0 0.0% Q2 2026 Jul 15, 2026
Man Group plc History No change 126,500 9,855 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 126,330 9,842 0.52% 0.52% 248 0 0.0% Q2 2026 Jul 29, 2026
White Lighthouse Investment Management Inc. History No change 124,748 9,719 1.21% 1.21% 249 0 0.0% Q2 2026 Aug 04, 2026
SageView Advisory Group, LLC History No change 124,335 9,686 0.32% 0.32% 250 0 0.0% Q2 2026 Aug 10, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 124,199 9,676 6.55% 6.55% 251 0 0.0% Q2 2026 Jul 22, 2026
Arcadia Wealth Management, LLC History No change 124,115 9,669 3.04% 3.04% 252 0 0.0% Q2 2026 Jul 20, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 124,095 9,668 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 121,157 9,439 0.15% 0.15% 254 0 0.0% Q2 2026 Aug 14, 2026
Successful Portfolios LLC History No change 120,461 9,348 4.37% 4.37% 255 0 0.0% Q2 2026 Jul 14, 2026
Rockefeller Capital Management L.P. History No change 118,556 9,236 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 13, 2026
Clarity Capital Advisors, LLC History No change 117,442 9,149 3.84% 3.84% 257 0 0.0% Q2 2026 Jul 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 115,941 9,032 0.11% 0.11% 258 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 114,395 8,916 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 113,043 8,807 0.11% 0.11% 260 0 0.0% Q2 2026 Aug 04, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 112,429 8,759 1.04% 1.04% 261 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History No change 110,616 8,618 0.33% 0.33% 262 0 0.0% Q2 2026 Jul 29, 2026
ELEVATUS WELATH MANAGEMENT History No change 109,778 8,552 2.08% 2.08% 263 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Group, LLC /NE/ History No change 109,645 8,542 5.27% 5.27% 264 0 0.0% Q2 2026 Aug 11, 2026
Essential Planning, LLC. History No change 109,242 8,510 2.4% 2.4% 265 0 0.0% Q2 2026 Aug 03, 2026
Fortis Advisors, LLC History No change 108,249 8,433 3.95% 3.95% 266 0 0.0% Q2 2026 Aug 13, 2026
Mills Wealth Advisors LLC History No change 107,263 8,356 2.63% 2.63% 267 0 0.0% Q2 2026 Jul 07, 2026
IHT Wealth Management, LLC History No change 105,840 8,246 0.18% 0.18% 268 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 105,018 8,181 0.42% 0.42% 269 0 0.0% Q2 2026 Aug 14, 2026
Austin Asset Management Co Inc History No change 104,749 8,161 1.14% 1.14% 270 0 0.0% Q2 2026 Jul 31, 2026
Krane Financial Solutions LLC History No change 104,176 8,116 5.0% 5.0% 271 0 0.0% Q2 2026 Aug 12, 2026
RETIREMITTEN FINANCIAL LLC History No change 103,693 8,078 3.41% 3.41% 272 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 103,475 8,061 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT PARTNERS, LTD. History No change 103,194 8,039 2.51% 2.51% 274 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 102,603 7,993 0.12% 0.12% 275 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 102,436 7,980 0.21% 0.21% 276 0 0.0% Q2 2026 Aug 04, 2026
SFAM, LLC History No change 102,303 7,970 6.5% 6.5% 277 0 0.0% Q2 2026 Aug 13, 2026
Uptown Financial Advisors LLC History No change 100,179 7,804 5.14% 5.14% 278 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Management, Inc. History No change 99,616 7,761 2.38% 2.38% 279 0 0.0% Q2 2026 Jul 15, 2026
Waterloo Capital, L.P. History No change 99,419 7,745 0.44% 0.44% 280 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisors, LLC History No change 98,677 7,687 0.1% 0.1% 281 0 0.0% Q2 2026 Aug 06, 2026
Echo45 Advisors LLC History Added to 99,846 7,628 3.48% 3.91% 282 +2,719 2.8% Q3 2026 Oct 07, 2026
Ashton Thomas Private Wealth, LLC History No change 97,469 7,593 0.16% 0.16% 283 0 0.0% Q2 2026 Jul 29, 2026
Ellevest, Inc. History No change 212,967 7,587 0.89% 0.89% 284 0 0.0% Q2 2026 Aug 10, 2026
CULBERTSON A N & CO INC History No change 97,226 7,574 0.88% 0.88% 285 0 0.0% Q2 2026 Jul 29, 2026
Foundation Wealth Management, LLC\PA History No change 95,085 7,408 2.24% 2.24% 286 0 0.0% Q2 2026 Jul 21, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 94,627 7,372 0.74% 0.74% 287 0 0.0% Q2 2026 Jul 31, 2026
Shah Wealth Advisors, LLC History No change 93,651 7,296 1.68% 1.68% 288 0 0.0% Q2 2026 Aug 07, 2026
Slow Capital, Inc. History No change 91,262 7,110 0.83% 0.83% 289 0 0.0% Q2 2026 Jul 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 91,055 7,094 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 13, 2026
Bull Street Advisors, LLC History No change 91,041 7,093 3.24% 3.24% 291 0 0.0% Q2 2026 Jul 28, 2026
Prudent Man Advisors, LLC History No change 90,473 7,048 1.61% 1.61% 292 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 89,192 6,948 0.09% 0.09% 293 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 89,178 6,947 0.42% 0.42% 294 0 0.0% Q2 2026 Aug 10, 2026
Diversified Portfolios, Inc. History No change 89,097 6,941 0.5% 0.5% 295 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 88,655 6,907 4.56% 4.56% 296 0 0.0% Q2 2026 Jul 21, 2026
EARNED WEALTH ADVISORS, LLC History No change 87,873 6,846 0.44% 0.44% 297 0 0.0% Q2 2026 Aug 14, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 87,735 6,837 5.27% 5.27% 298 0 0.0% Q2 2026 Jul 24, 2026
PCG ASSET MANAGEMENT, LLC History No change 87,365 6,806 4.88% 4.88% 299 0 0.0% Q2 2026 Jul 27, 2026
Houlihan Financial Resource Group, Ltd. History No change 86,654 6,751 2.41% 2.41% 300 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 85,616 6,670 0.74% 0.74% 301 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Advisors / MI History No change 85,165 6,635 0.4% 0.4% 302 0 0.0% Q2 2026 Aug 14, 2026
Pacific Park Financial, Inc. History No change 85,169 6,635 3.85% 3.85% 303 0 0.0% Q2 2026 Jul 21, 2026
Bath Savings Trust Co History Reduced 86,774 6,629 0.69% 0.72% 304 -2,485 -2.78% Q3 2026 Oct 07, 2026
Elevated Capital Advisors, LLC History No change 84,558 6,587 1.81% 1.81% 305 0 0.0% Q2 2026 Aug 03, 2026
Carnegie Investment Counsel History No change 84,501 6,583 0.13% 0.13% 306 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 84,175 6,558 0.04% 0.04% 307 0 0.0% Q2 2026 Jul 20, 2026
BANK OF HAWAII History No change 83,896 6,536 0.32% 0.32% 308 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 83,378 6,495 0.25% 0.25% 309 0 0.0% Q2 2026 Aug 13, 2026
Integrity Investment Advisors, LLC History No change 82,811 6,451 2.81% 2.81% 310 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 82,025 6,390 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 03, 2026
BancFirst Trust & Investment Management History No change 81,776 6,380 2.69% 2.69% 312 0 0.0% Q2 2026 Jul 23, 2026
Compass Financial Group, Inc. (Ohio) History No change 81,665 6,362 4.25% 4.25% 313 0 0.0% Q2 2026 Aug 12, 2026
Bull Oak Capital, LLC History No change 81,647 6,361 2.12% 2.12% 314 0 0.0% Q2 2026 Aug 10, 2026
Centennial Bank/AR/ History No change 81,410 6,342 2.04% 2.04% 315 0 0.0% Q2 2026 Aug 10, 2026
Arcataur Capital Management LLC History No change 81,401 6,341 1.57% 1.57% 316 0 0.0% Q2 2026 Jul 23, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 80,452 6,268 2.2% 2.2% 317 0 0.0% Q2 2026 Jul 22, 2026
Precision Wealth Strategies, LLC History No change 79,326 6,180 1.86% 1.86% 318 0 0.0% Q2 2026 Aug 10, 2026
Parkwoods Wealth Partners, LLC History No change 79,262 6,175 0.99% 0.99% 319 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 79,210 6,171 0.02% 0.02% 320 0 0.0% Q2 2026 Jul 23, 2026
Phillip James Consulting Co. History No change 78,750 6,135 4.1% 4.1% 321 0 0.0% Q2 2026 Jul 28, 2026
Mosley Wealth Management History No change 78,721 6,133 1.95% 1.95% 322 0 0.0% Q2 2026 Jul 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 77,650 6,049 0.35% 0.35% 323 0 0.0% Q2 2026 Jul 15, 2026
Dynamic Advisor Solutions LLC History No change 77,370 6,027 0.17% 0.17% 324 0 0.0% Q2 2026 Jul 07, 2026
Harbour Trust & Investment Management Co History No change 76,818 5,984 0.58% 0.58% 325 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 76,518 5,961 0.1% 0.1% 326 0 0.0% Q2 2026 Jul 31, 2026
Sunesis Advisors, LLC History No change 76,433 5,954 2.46% 2.46% 327 0 0.0% Q2 2026 Jul 10, 2026
Retirement Wealth Solutions LLC History Reduced 77,099 5,890 3.11% 3.33% 328 -479 -0.62% Q3 2026 Oct 07, 2026
BROWN ADVISORY INC History No change 75,203 5,859 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 14, 2026
JMN Financial LLC History No change 74,446 5,800 4.51% 4.51% 330 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 74,382 5,795 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 14, 2026
MARQUETTE ASSOCIATES, INC. History No change 73,690 5,741 4.18% 4.18% 332 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 73,259 5,707 0.37% 0.37% 333 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 73,053 5,691 0.16% 0.16% 334 0 0.0% Q2 2026 Aug 03, 2026
Financial Plan, Inc. History No change 71,969 5,607 0.53% 0.53% 335 0 0.0% Q2 2026 Aug 14, 2026
Darrow Company, Inc. History No change 71,456 5,567 2.16% 2.16% 336 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 70,867 5,521 0.16% 0.16% 337 0 0.0% Q2 2026 Aug 11, 2026
Cooke Wealth Management, LLC History No change 70,730 5,510 4.51% 4.51% 338 0 0.0% Q2 2026 Jul 16, 2026
OPPENHEIMER & CO INC History No change 70,406 5,485 0.06% 0.06% 339 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Planning, Inc. History No change 70,006 5,454 1.25% 1.25% 340 0 0.0% Q2 2026 Jul 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 69,167 5,388 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 12, 2026
Consilium Wealth Advisory, LLC History No change 68,912 5,368 1.59% 1.59% 342 0 0.0% Q2 2026 Aug 10, 2026
Hopwood Nicholas Hunter History No change 68,194 5,312 1.46% 1.46% 343 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 67,611 5,267 3.14% 3.14% 344 0 0.0% Q2 2026 Aug 11, 2026
Financial Gravity Companies, Inc. History No change 67,546 5,262 0.85% 0.85% 345 0 0.0% Q2 2026 Aug 05, 2026
KINTRA WEALTH, LLC History No change 67,361 5,233 0.27% 0.27% 346 0 0.0% Q2 2026 Aug 14, 2026
Ferguson Johnson Wealth Management Inc History No change 66,656 5,193 3.79% 3.79% 347 0 0.0% Q2 2026 Jul 31, 2026
Sage Investment Advisers LLC History No change 66,468 5,178 3.48% 3.48% 348 0 0.0% Q2 2026 Jul 09, 2026
Manuka Financial, LLC History No change 66,269 5,163 2.68% 2.68% 349 0 0.0% Q2 2026 Jul 31, 2026
ALPS ADVISORS INC History No change 66,023 5,143 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 65,897 5,134 0.08% 0.08% 351 0 0.0% Q2 2026 Aug 07, 2026
Belleair Asset Management, LLC History No change 65,477 5,101 4.29% 4.29% 352 0 0.0% Q2 2026 Jul 15, 2026
Integrated Advisors Network LLC History No change 64,839 5,051 0.23% 0.23% 353 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 64,719 5,042 0.13% 0.13% 354 0 0.0% Q2 2026 Aug 07, 2026
Gladwyn Financial Advisors, Inc. History Added to 65,820 5,028 3.21% 3.14% 355 +1,415 2.2% Q3 2026 Oct 05, 2026
Somnio Financial Group, LLC History No change 64,153 4,998 2.96% 2.96% 356 0 0.0% Q2 2026 Jul 06, 2026
Argent Trust Co History No change 64,109 4,994 0.14% 0.14% 357 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 63,026 4,941 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 63,387 4,938 0.3% 0.3% 359 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 63,170 4,921 0.62% 0.62% 360 0 0.0% Q2 2026 Jul 27, 2026
BHK Investment Advisors, LLC History No change 63,042 4,911 1.47% 1.47% 361 0 0.0% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History No change 62,341 4,856 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 07, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 62,236 4,848 0.76% 0.76% 363 0 0.0% Q2 2026 Aug 07, 2026
United Financial Planning Group LLC History No change 62,065 4,839 2.46% 2.46% 364 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 61,951 4,826 0.17% 0.17% 365 0 0.0% Q2 2026 Aug 13, 2026
Sterling Financial Planning, Inc. History No change 61,799 4,814 1.31% 1.31% 366 0 0.0% Q2 2026 Aug 11, 2026
PLANNING DIRECTIONS INC History No change 61,633 4,801 2.22% 2.22% 367 0 0.0% Q2 2026 Aug 10, 2026
OMNI 360 Wealth, Inc. History No change 61,378 4,781 2.21% 2.21% 368 0 0.0% Q2 2026 Jul 13, 2026
Advisory Services Network, LLC History No change 61,130 4,762 0.05% 0.05% 369 0 0.0% Q2 2026 Aug 12, 2026
Neumann Capital Management, LLC History No change 60,699 4,729 3.13% 3.13% 370 0 0.0% Q2 2026 Jul 10, 2026
Apex Wealth Management, LLC History No change 60,281 4,696 2.87% 2.87% 371 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 59,924 4,668 0.34% 0.34% 372 0 0.0% Q2 2026 Aug 03, 2026
Vistica Wealth Advisors, LLC History No change 59,181 4,610 3.99% 3.99% 373 0 0.0% Q2 2026 Jul 27, 2026
Karpus Management, Inc. History No change 58,845 4,584 0.13% 0.13% 374 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 58,703 4,573 0.26% 0.26% 375 0 0.0% Q2 2026 Jul 15, 2026
TI-TRUST, INC History No change 58,155 4,530 2.44% 2.44% 376 0 0.0% Q2 2026 Jul 23, 2026
WBH ADVISORY INC History No change 58,139 4,529 0.3% 0.3% 377 0 0.0% Q2 2026 Aug 05, 2026
Main Street Financial Solutions, LLC History No change 57,326 4,466 0.29% 0.29% 378 0 0.0% Q2 2026 Aug 07, 2026
Infinity Wealth Counsel, LLC History No change 57,238 4,459 3.6% 3.6% 379 0 0.0% Q2 2026 Jul 09, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 56,873 4,431 2.94% 2.94% 380 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 56,661 4,414 0.72% 0.72% 381 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 56,625 4,411 0.08% 0.08% 382 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 56,425 4,398 0.04% 0.04% 383 0 0.0% Q2 2026 Jul 24, 2026
Wealth Architects, LLC History No change 55,922 4,356 0.34% 0.34% 384 0 0.0% Q2 2026 Jul 23, 2026
Courage Miller Partners, LLC History No change 55,838 4,350 1.15% 1.15% 385 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 56,031 4,348 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 27, 2026
FLC Capital Advisors History No change 55,402 4,316 0.69% 0.69% 387 0 0.0% Q2 2026 Jul 20, 2026
CIBC WORLD MARKET INC. History No change 54,806 4,269 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
Arrowroot Family Office, LLC History No change 54,282 4,229 1.21% 1.21% 389 0 0.0% Q2 2026 Aug 06, 2026
Per Stirling Capital Management, LLC. History No change 54,261 4,227 0.4% 0.4% 390 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 54,122 4,216 0.05% 0.05% 391 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 53,700 4,183 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 53,639 4,179 0.04% 0.04% 393 0 0.0% Q2 2026 Aug 03, 2026
Galvin, Gaustad & Stein, LLC History No change 53,378 4,158 0.31% 0.31% 394 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 53,335 4,155 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 53,310 4,153 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 12, 2026
Cranbrook Wealth Management, LLC History No change 53,234 4,147 0.78% 0.78% 397 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 51,956 4,047 0.25% 0.25% 398 0 0.0% Q2 2026 Jul 08, 2026
Good Harbor Advisors, Inc. History No change 51,117 3,982 3.9% 3.9% 399 0 0.0% Q2 2026 Jul 17, 2026
Caldwell Trust Co History No change 51,045 3,976 0.32% 0.32% 400 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History No change 50,714 3,951 0.03% 0.03% 401 0 0.0% Q2 2026 Aug 14, 2026
Koss-Olinger Consulting, LLC History No change 50,190 3,910 0.3% 0.3% 402 0 0.0% Q2 2026 Aug 10, 2026
AGF MANAGEMENT LTD History No change 49,945 3,891 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 49,926 3,889 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
Colorado Capital Management, Inc. History No change 49,866 3,885 1.33% 1.33% 405 0 0.0% Q2 2026 Jul 08, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 49,654 3,868 2.12% 2.12% 406 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 49,631 3,866 0.26% 0.26% 407 0 0.0% Q2 2026 Jul 21, 2026
Evensky & Katz LLC History No change 49,579 3,863 0.2% 0.2% 408 0 0.0% Q2 2026 Jul 22, 2026
WELCH & FORBES LLC History No change 49,210 3,833 0.05% 0.05% 409 0 0.0% Q2 2026 Jul 30, 2026
McNaughton Wealth Management, LLC History No change 49,156 3,829 1.36% 1.36% 410 0 0.0% Q2 2026 Jul 07, 2026
HT Partners LLC History No change 49,103 3,825 1.06% 1.06% 411 0 0.0% Q2 2026 Jul 16, 2026
EASTERN BANK History Reduced 49,018 3,744 0.06% 0.06% 412 -550 -1.11% Q3 2026 Oct 05, 2026
Edgestream Partners, L.P. History No change 47,926 3,733 0.11% 0.11% 413 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 47,877 3,730 0.14% 0.14% 414 0 0.0% Q2 2026 Aug 05, 2026
Foster Group, Inc. History No change 47,843 3,727 0.1% 0.1% 415 0 0.0% Q2 2026 Jul 07, 2026
Arkadios Wealth Advisors History No change 47,822 3,725 0.06% 0.06% 416 0 0.0% Q2 2026 Aug 10, 2026
TCTC Holdings, LLC History No change 47,755 3,720 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 47,537 3,708 0.2% 0.2% 418 0 0.0% Q2 2026 Jul 14, 2026
Towne Trust Company, N.A History No change 47,544 3,704 1.12% 1.12% 419 0 0.0% Q2 2026 Jul 30, 2026
VALLEY WEALTH MANAGERS, INC. History No change 47,336 3,687 0.21% 0.21% 420 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 47,292 3,684 0.05% 0.05% 421 0 0.0% Q2 2026 Jul 14, 2026
HB Wealth Management, LLC History No change 47,016 3,663 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 29, 2026
Ackerman Capital Advisors, LLC History No change 46,750 3,642 0.73% 0.73% 423 0 0.0% Q2 2026 Jul 30, 2026
TCI Wealth Advisors, Inc. History No change 46,687 3,637 0.16% 0.16% 424 0 0.0% Q2 2026 Jul 29, 2026
Connecticut Wealth Management, LLC History No change 46,542 3,626 0.13% 0.13% 425 0 0.0% Q2 2026 Jul 29, 2026
Arbor Wealth Advisors LLC History No change 46,403 3,615 2.21% 2.21% 426 0 0.0% Q2 2026 Jul 09, 2026
Pearl Planning LLC History No change 46,281 3,605 1.66% 1.66% 427 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 45,658 3,557 0.19% 0.19% 428 0 0.0% Q2 2026 Aug 13, 2026
MOLLER WEALTH PARTNERS History No change 45,604 3,552 0.64% 0.64% 429 0 0.0% Q2 2026 Jul 15, 2026
Sellwood Investment Partners LLC History No change 45,402 3,537 1.25% 1.25% 430 0 0.0% Q2 2026 Jul 27, 2026
Brand Asset Management Group, Inc. History No change 45,114 3,514 0.78% 0.78% 431 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 45,113 3,514 1.24% 1.24% 432 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 45,024 3,507 0.55% 0.55% 433 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 44,921 3,499 0.04% 0.04% 434 0 0.0% Q2 2026 Aug 11, 2026
Red Mountain Financial, LLC History No change 44,872 3,495 2.93% 2.93% 435 0 0.0% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History No change 44,795 3,490 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 44,352 3,455 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 05, 2026
Rockbridge Investment Management, LCC History No change 44,031 3,430 0.28% 0.28% 438 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 43,875 3,418 0.04% 0.04% 439 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 43,673 3,402 0.04% 0.04% 440 0 0.0% Q2 2026 Aug 07, 2026
Wescott Financial Advisory Group, LLC History No change 43,499 3,389 0.26% 0.26% 441 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Management, LLC History No change 43,031 3,352 0.14% 0.14% 442 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 42,785 3,333 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 11, 2026
Traveka Wealth, LLC History No change 42,413 3,304 1.1% 1.1% 444 0 0.0% Q2 2026 Jul 21, 2026
TORONTO DOMINION BANK History No change 42,406 3,303 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
DBK Financial Counsel, LLC History No change 41,796 3,256 2.73% 2.73% 446 0 0.0% Q2 2026 Jul 21, 2026
FIRST HAWAIIAN BANK History No change 41,621 3,242 0.41% 0.41% 447 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 41,613 3,242 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 13, 2026
Ridgewood Investments LLC History Reduced 42,395 3,238 1.19% 1.74% 449 -17,140 -28.79% Q3 2026 Oct 05, 2026
XY Planning Network, Inc. History No change 41,386 3,224 0.4% 0.4% 450 0 0.0% Q2 2026 Jul 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 41,370 3,223 0.14% 0.14% 451 0 0.0% Q2 2026 Aug 03, 2026
Leeward Financial Partners, LLC History No change 41,220 3,211 0.84% 0.84% 452 0 0.0% Q2 2026 Aug 06, 2026
Novak & Powell Financial Services, Inc. History No change 40,606 3,187 1.5% 1.5% 453 0 0.0% Q2 2026 Aug 11, 2026
Affinity Capital Advisors, LLC History No change 39,940 3,106 0.38% 0.38% 454 0 0.0% Q2 2026 Jul 08, 2026
Central Pacific Bank - Trust Division History Added to 40,596 3,101 0.33% 0.3% 455 +2,745 7.25% Q3 2026 Oct 05, 2026
CALTON & ASSOCIATES, INC. History No change 39,548 3,081 0.45% 0.45% 456 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 39,215 3,055 0.19% 0.19% 457 0 0.0% Q2 2026 Aug 07, 2026
Ally Invest Advisors Inc. History No change 39,130 3,048 0.18% 0.18% 458 0 0.0% Q2 2026 Aug 13, 2026
Aletheian Wealth Advisors LLC History No change 39,118 3,047 1.3% 1.3% 459 0 0.0% Q2 2026 Jul 08, 2026
Compass Wealth Management LLC History No change 38,720 3,016 0.57% 0.57% 460 0 0.0% Q2 2026 Aug 07, 2026
Performance Wealth Partners, LLC History No change 38,192 2,975 0.07% 0.07% 461 0 0.0% Q2 2026 Aug 07, 2026
Leo H. Evart, Inc. History No change 37,898 2,952 2.33% 2.33% 462 0 0.0% Q2 2026 Aug 17, 2026
Geneos Wealth Management Inc. History No change 37,741 2,940 0.06% 0.06% 463 0 0.0% Q2 2026 Aug 06, 2026
Aspirean Wealth, LLC History No change 37,689 2,936 2.73% 2.73% 464 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 37,671 2,934 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 14, 2026
Allodium Investment Consultants, LLC History No change 37,413 2,914 1.24% 1.24% 466 0 0.0% Q2 2026 Jul 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 37,379 2,912 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 37,336 2,908 0.83% 0.83% 468 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 36,971 2,882 0.08% 0.08% 469 0 0.0% Q2 2026 Aug 07, 2026
IMA Advisory Services, Inc. History No change 36,983 2,881 0.18% 0.18% 470 0 0.0% Q2 2026 Aug 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 36,912 2,875 0.07% 0.07% 471 0 0.0% Q2 2026 Aug 05, 2026
FC Advisory LLC History Added to 37,495 2,864 0.75% 0.77% 472 +110 0.29% Q3 2026 Oct 05, 2026
Gotham Asset Management, LLC History No change 36,578 2,849 0.01% 0.01% 473 0 0.0% Q2 2026 Aug 14, 2026
Jacobsen Capital Management History No change 36,570 2,849 0.83% 0.83% 474 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 36,379 2,834 0.1% 0.1% 475 0 0.0% Q2 2026 Aug 12, 2026
Westfuller Advisors, LLC History No change 36,374 2,833 1.03% 1.03% 476 0 0.0% Q2 2026 Jul 29, 2026
Acropolis Investment Management, LLC History No change 36,330 2,830 0.11% 0.11% 477 0 0.0% Q2 2026 Jul 16, 2026
Opus Financial Solutions LLC History No change 36,324 2,830 2.28% 2.28% 478 0 0.0% Q2 2026 Jul 24, 2026
Forum Private Client Group LLC History No change 36,285 2,826 0.84% 0.84% 479 0 0.0% Q2 2026 Aug 12, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 35,916 2,798 0.72% 0.72% 480 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Partners, LLC History No change 35,713 2,782 0.62% 0.62% 481 0 0.0% Q2 2026 Jul 22, 2026
Woodside Wealth Management LLC History No change 35,639 2,776 1.93% 1.93% 482 0 0.0% Q2 2026 Jul 24, 2026
Alpha Omega Wealth Management LLC History No change 35,461 2,762 0.42% 0.42% 483 0 0.0% Q2 2026 Jul 20, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 35,289 2,749 0.17% 0.17% 484 0 0.0% Q2 2026 Jul 23, 2026
Avidian Wealth Enterprises, LLC History No change 35,257 2,746 0.08% 0.08% 485 0 0.0% Q2 2026 Jul 24, 2026
Prostatis Group LLC History No change 35,232 2,744 0.64% 0.64% 486 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 35,111 2,735 0.13% 0.13% 487 0 0.0% Q2 2026 Jul 07, 2026
Greenspring Advisors, LLC History No change 34,395 2,679 0.15% 0.15% 488 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 34,256 2,668 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 14, 2026
Level Wealth Management LLC History No change 34,088 2,655 1.06% 1.06% 490 0 0.0% Q2 2026 Jul 28, 2026
FIDELIS iM, LLC History No change 33,432 2,604 0.89% 0.89% 491 0 0.0% Q2 2026 Jul 22, 2026
American Investment Services, Inc. History No change 33,262 2,591 0.55% 0.55% 492 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 33,240 2,589 0.13% 0.13% 493 0 0.0% Q2 2026 Jul 16, 2026
PROFFITT & GOODSON INC History No change 33,210 2,587 0.36% 0.36% 494 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 33,012 2,571 0.08% 0.08% 495 0 0.0% Q2 2026 Jul 15, 2026
Capital Group Private Client Services, Inc. History No change 32,914 2,564 0.04% 0.04% 496 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 32,891 2,562 0.48% 0.48% 497 0 0.0% Q2 2026 Jul 31, 2026
BECKER CAPITAL MANAGEMENT INC History No change 32,849 2,559 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 31, 2026
Columbia Asset Management History No change 32,731 2,550 0.44% 0.44% 499 0 0.0% Q2 2026 Jul 21, 2026
Roundview Capital LLC History No change 32,693 2,547 0.14% 0.14% 500 0 0.0% Q2 2026 Jul 30, 2026
Enstar Group LTD History No change 32,166 2,506 1.16% 1.16% 501 0 0.0% Q2 2026 Aug 14, 2026
Old Port Advisors History No change 32,144 2,504 0.49% 0.49% 502 0 0.0% Q2 2026 Jul 21, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 32,079 2,499 1.16% 1.16% 503 0 0.0% Q2 2026 Jul 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 32,045 2,496 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 17, 2026
BRIGHTON SECURITIES CORP. History No change 31,691 2,469 1.06% 1.06% 505 0 0.0% Q2 2026 Jul 07, 2026
EVERETT HARRIS & CO /CA/ History No change 31,254 2,435 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 03, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 30,818 2,401 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 30,884 2,401 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 27, 2026
Good Steward Wealth Advisors,LLC History No change 30,583 2,382 1.44% 1.44% 509 0 0.0% Q2 2026 Aug 03, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 30,185 2,351 1.29% 1.29% 510 0 0.0% Q2 2026 Jul 20, 2026
Bragg Financial Advisors, Inc History No change 30,027 2,339 0.06% 0.06% 511 0 0.0% Q2 2026 Aug 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 29,936 2,332 0.66% 0.66% 512 0 0.0% Q2 2026 Aug 12, 2026
MMA ASSET MANAGEMENT LLC History No change 29,844 2,325 0.74% 0.74% 513 0 0.0% Q2 2026 Aug 04, 2026
FAMILY WEALTH PARTNERS, LLC History No change 29,607 2,306 0.71% 0.71% 514 0 0.0% Q2 2026 Jul 10, 2026
Capital Advisors, Ltd. LLC History No change 29,587 2,305 0.23% 0.23% 515 0 0.0% Q2 2026 Jul 16, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 29,584 2,304 0.26% 0.26% 516 0 0.0% Q2 2026 Jul 07, 2026
Koshinski Asset Management, Inc. History No change 29,494 2,297 0.12% 0.12% 517 0 0.0% Q2 2026 Jul 27, 2026
Atlanta Consulting Group Advisors, LLC History No change 29,411 2,291 0.36% 0.36% 518 0 0.0% Q2 2026 Aug 14, 2026
Harpswell Capital Advisors, LLC History No change 29,191 2,274 1.46% 1.46% 519 0 0.0% Q2 2026 Aug 05, 2026
BFSG, LLC History No change 29,159 2,271 0.2% 0.2% 520 0 0.0% Q2 2026 Jul 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 29,104 2,267 0.15% 0.15% 521 0 0.0% Q2 2026 Aug 05, 2026
Soltis Investment Advisors LLC History No change 29,078 2,265 0.13% 0.13% 522 0 0.0% Q2 2026 Jul 31, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 29,078 2,265 1.78% 1.78% 523 0 0.0% Q2 2026 Jul 22, 2026
Paladin Partners, LLC History Added to 29,603 2,261 1.39% 1.43% 524 +1,806 6.5% Q3 2026 Oct 06, 2026
PFG Investments, LLC History No change 29,002 2,259 0.09% 0.09% 525 0 0.0% Q2 2026 Jul 23, 2026
180 WEALTH ADVISORS, LLC History No change 28,981 2,257 0.23% 0.23% 526 0 0.0% Q2 2026 Jul 07, 2026
Entruity Wealth, LLC History No change 28,958 2,256 1.46% 1.46% 527 0 0.0% Q2 2026 Aug 13, 2026
Navalign, LLC History No change 28,900 2,251 0.52% 0.52% 528 0 0.0% Q2 2026 Jul 27, 2026
GreatBanc Trust CO History No change 28,782 2,242 1.39% 1.39% 529 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 28,903 2,237 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 28,683 2,234 0.27% 0.27% 531 0 0.0% Q2 2026 Aug 11, 2026
Evergreen Wealth Management, LLC History No change 28,421 2,214 1.04% 1.04% 532 0 0.0% Q2 2026 Jul 31, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 28,118 2,190 0.55% 0.55% 533 0 0.0% Q2 2026 Jul 24, 2026
Crestwood Advisors Group, LLC History No change 27,937 2,176 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 27,606 2,150 0.97% 0.97% 535 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 27,588 2,149 0.25% 0.25% 536 0 0.0% Q2 2026 Jul 13, 2026
Massachusetts Wealth Management History No change 27,442 2,138 0.81% 0.81% 537 0 0.0% Q2 2026 Aug 03, 2026
FMR LLC History No change 27,413 2,135 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 13, 2026
PW Nova Financial Services LLC History No change 27,347 2,130 0.46% 0.46% 539 0 0.0% Q2 2026 Jul 29, 2026
OLD NATIONAL BANCORP /IN/ History No change 27,296 2,126 0.04% 0.04% 540 0 0.0% Q2 2026 Jul 15, 2026
Moisand Fitzgerald Tamayo, LLC History No change 27,260 2,123 0.21% 0.21% 541 0 0.0% Q2 2026 Jul 13, 2026
Provident Wealth Management, LLC History No change 27,260 2,123 0.55% 0.55% 542 0 0.0% Q2 2026 Aug 04, 2026
Marathon Wealth Advisors LLC History No change 27,218 2,120 0.73% 0.73% 543 0 0.0% Q2 2026 Sep 11, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 27,192 2,118 0.18% 0.18% 544 0 0.0% Q2 2026 Jul 28, 2026
HMV Wealth Advisors, LLC History No change 27,152 2,115 0.82% 0.82% 545 0 0.0% Q2 2026 Jul 13, 2026
Evolution Wealth Advisors, LLC History No change 27,140 2,114 0.25% 0.25% 546 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Group, LLC/CA History No change 26,977 2,101 0.29% 0.29% 547 0 0.0% Q2 2026 Aug 13, 2026
LifePlan Investment Advisors, Inc. History No change 26,777 2,086 0.72% 0.72% 548 0 0.0% Q2 2026 Aug 11, 2026
FIRST INTERSTATE BANK History No change 26,743 2,083 0.11% 0.11% 549 0 0.0% Q2 2026 Jul 24, 2026
Mengis Capital Management, Inc. History No change 26,592 2,071 0.31% 0.31% 550 0 0.0% Q2 2026 Jul 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 26,308 2,049 0.12% 0.12% 551 0 0.0% Q2 2026 Aug 10, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 26,304 2,049 0.86% 0.86% 552 0 0.0% Q2 2026 Jul 16, 2026
Thomasville National Bank History No change 26,247 2,044 0.11% 0.11% 553 0 0.0% Q2 2026 Jul 20, 2026
Kovack Advisors, Inc. History No change 26,036 2,021 0.1% 0.1% 554 0 0.0% Q2 2026 Jul 28, 2026
Everhart Financial Group, Inc. History No change 25,891 2,017 0.13% 0.13% 555 0 0.0% Q2 2026 Jul 08, 2026
Cheviot Value Management, LLC History No change 25,671 2,000 0.2% 0.2% 556 0 0.0% Q2 2026 Aug 06, 2026
TritonPoint Partners, LLC History No change 25,550 1,990 0.17% 0.17% 557 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 25,494 1,986 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 25,428 1,981 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 06, 2026
TRITONPOINT WEALTH, LLC History No change 25,348 1,974 0.19% 0.19% 560 0 0.0% Q2 2026 Aug 11, 2026
Greenbush Financial Group, LLC History No change 25,325 1,973 0.58% 0.58% 561 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Group, LLC History No change 24,998 1,947 0.15% 0.15% 562 0 0.0% Q2 2026 Aug 10, 2026
J. Safra Sarasin Holding AG History No change 25,000 1,947 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 31, 2026
Madrid Wealth Management, LLC History No change 24,962 1,944 1.28% 1.28% 564 0 0.0% Q2 2026 Jul 31, 2026
Joel Isaacson & Co., LLC History No change 24,614 1,917 0.06% 0.06% 565 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 24,396 1,900 0.06% 0.06% 566 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 24,109 1,878 0.25% 0.25% 567 0 0.0% Q2 2026 Aug 04, 2026
Advisors Preferred, LLC History No change 24,015 1,867 0.29% 0.29% 568 0 0.0% Q2 2026 Aug 11, 2026
Hickory Point Bank & Trust History Added to 24,415 1,865 1.12% 1.06% 569 +1,900 8.44% Q3 2026 Oct 01, 2026
FIDUCIARY ADVISORS, INC. History No change 23,902 1,862 1.25% 1.25% 570 0 0.0% Q2 2026 Jul 24, 2026
Hardy Reed LLC History No change 23,810 1,855 0.12% 0.12% 571 0 0.0% Q2 2026 Aug 03, 2026
Family Legacy, Inc. History No change 23,722 1,848 0.49% 0.49% 572 0 0.0% Q2 2026 Aug 06, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 23,702 1,846 0.11% 0.11% 573 0 0.0% Q2 2026 Jul 31, 2026
WEDBUSH SECURITIES INC History No change 23,599 1,839 0.05% 0.05% 574 0 0.0% Q2 2026 Jul 28, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 23,523 1,832 0.2% 0.2% 575 0 0.0% Q2 2026 Jul 09, 2026
Dorsey & Whitney Trust CO LLC History No change 23,304 1,815 0.09% 0.09% 576 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 23,300 1,815 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 22,970 1,789 0.43% 0.43% 578 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 22,782 1,774 0.2% 0.2% 579 0 0.0% Q2 2026 Aug 05, 2026
One Wealth Map LLC History No change 22,794 1,769 0.8% 0.8% 580 0 0.0% Q2 2026 Jul 30, 2026
Financial Concepts Unlimited, Inc. History No change 22,601 1,760 1.38% 1.38% 581 0 0.0% Q2 2026 Aug 06, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 22,395 1,744 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 05, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 22,360 1,742 0.23% 0.23% 583 0 0.0% Q2 2026 Jul 13, 2026
PAX Financial Group, LLC History No change 22,339 1,740 0.26% 0.26% 584 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 22,298 1,737 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 20, 2026
Cadent Capital Advisors, LLC History No change 22,272 1,735 0.36% 0.36% 586 0 0.0% Q2 2026 Jul 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 21,889 1,705 0.08% 0.08% 587 0 0.0% Q2 2026 Jul 23, 2026
Allen Investment Management, LLC History No change 21,625 1,684 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 05, 2026
Yukon Wealth Management, Inc. History No change 21,378 1,665 0.48% 0.48% 589 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 21,276 1,657 0.05% 0.05% 590 0 0.0% Q2 2026 Aug 03, 2026
ATLas Financial Planning LLC History No change 21,276 1,657 1.34% 1.34% 591 0 0.0% Q2 2026 Jul 22, 2026
Aerodigm Wealth, LLC History No change 21,195 1,651 0.56% 0.56% 592 0 0.0% Q2 2026 Aug 04, 2026
Aries Wealth Management History No change 21,168 1,649 0.32% 0.32% 593 0 0.0% Q2 2026 Jul 24, 2026
Timbuktu Capital Management, LLC History No change 21,167 1,649 2.48% 2.48% 594 0 0.0% Q2 2026 Aug 13, 2026
Freedom Investment Management, Inc. History No change 20,967 1,633 0.45% 0.45% 595 0 0.0% Q2 2026 Aug 10, 2026
Outlook Wealth Advisors, LLC History No change 20,867 1,625 0.35% 0.35% 596 0 0.0% Q2 2026 Aug 03, 2026
BDFS Capital LLC History No change 20,846 1,624 0.71% 0.71% 597 0 0.0% Q2 2026 Jul 15, 2026
Transamerica Financial Advisors, LLC History No change 20,694 1,612 0.14% 0.14% 598 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 20,571 1,602 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 10, 2026
Powerhouse Assets LLC History No change 20,500 1,597 1.3% 1.3% 600 0 0.0% Q2 2026 Jul 23, 2026
Grey Fox Wealth Advisors, LLC History No change 20,475 1,595 0.25% 0.25% 601 0 0.0% Q2 2026 Jul 17, 2026
MONTAG A & ASSOCIATES INC History No change 20,433 1,591 0.07% 0.07% 602 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 20,242 1,577 0.06% 0.06% 603 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 20,063 1,563 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 20,070 1,563 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 07, 2026
MASECO LLP History No change 19,974 1,556 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 19,898 1,550 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 19,762 1,539 0.08% 0.08% 608 0 0.0% Q2 2026 Aug 04, 2026
LEGACY SOLUTIONS, LLC History Added to 20,079 1,534 1.17% 1.14% 609 +2,026 11.22% Q3 2026 Oct 07, 2026
Security Financial Services, INC. History No change 19,509 1,519 0.21% 0.21% 610 0 0.0% Q2 2026 Jul 15, 2026
Sagace Wealth Management LLC History No change 19,479 1,517 0.95% 0.95% 611 0 0.0% Q2 2026 Aug 03, 2026
Global Wealth Management Investment Advisory, Inc. History No change 19,468 1,516 0.22% 0.22% 612 0 0.0% Q2 2026 Jul 29, 2026
ASHTON THOMAS SECURITIES, LLC History No change 19,307 1,504 0.22% 0.22% 613 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 19,267 1,501 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 19,175 1,493 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 10, 2026
Peregrine Asset Advisers, Inc. History No change 19,112 1,488 0.32% 0.32% 616 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC FINANCIAL GROUP INC History No change 18,956 1,476 0.71% 0.71% 617 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 18,830 1,468 0.08% 0.08% 618 0 0.0% Q2 2026 Jul 27, 2026
Selective Wealth Management, Inc. History No change 18,851 1,464 0.38% 0.38% 619 0 0.0% Q2 2026 Jul 20, 2026
RCS Financial Planning, LLC History No change 18,496 1,441 0.68% 0.68% 620 0 0.0% Q2 2026 Jul 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 18,459 1,438 0.09% 0.09% 621 0 0.0% Q2 2026 Aug 13, 2026
Independent Family Office, LLC History No change 18,432 1,436 0.58% 0.58% 622 0 0.0% Q2 2026 Aug 11, 2026
Glass Jacobson Investment Advisors llc History No change 18,396 1,433 0.45% 0.45% 623 0 0.0% Q2 2026 Jul 30, 2026
Kondo Wealth Advisors, Inc. History No change 18,370 1,431 0.48% 0.48% 624 0 0.0% Q2 2026 Jul 21, 2026
PCM Encore, LLC History No change 18,342 1,429 0.25% 0.25% 625 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 18,223 1,419 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 28, 2026
Rockwood Wealth Management, LLC History No change 17,960 1,399 0.09% 0.09% 627 0 0.0% Q2 2026 Jul 13, 2026
Riverbend Wealth Management, LLC History No change 17,835 1,389 0.7% 0.7% 628 0 0.0% Q2 2026 Jul 22, 2026
Asset Allocation & Management Company, LLC History No change 17,772 1,385 0.45% 0.45% 629 0 0.0% Q2 2026 Jul 15, 2026
Ascent Wealth Partners, LLC History No change 17,781 1,385 0.14% 0.14% 630 0 0.0% Q2 2026 Jul 31, 2026
Bluespring Wealth Management, LLC History No change 17,701 1,379 0.03% 0.03% 631 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 17,661 1,375 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 23, 2026
Bison Wealth, LLC History No change 17,618 1,370 0.13% 0.13% 633 0 0.0% Q2 2026 Jul 07, 2026
Aegis Wealth Management LLC History No change 17,539 1,366 0.64% 0.64% 634 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 17,420 1,357 0.05% 0.05% 635 0 0.0% Q2 2026 Aug 14, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 17,645 1,348 0.27% 0.29% 636 -163 -0.92% Q3 2026 Oct 07, 2026
Highland Investment Advisors LLC History No change 17,309 1,348 0.59% 0.59% 637 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 17,314 1,343 0.09% 0.09% 638 0 0.0% Q2 2026 Aug 07, 2026
Richmond Brothers, Inc. History No change 17,107 1,332 0.69% 0.69% 639 0 0.0% Q2 2026 Aug 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 17,044 1,327 0.13% 0.13% 640 0 0.0% Q2 2026 Jul 07, 2026
NBT BANK, N.A. History No change 17,021 1,326 0.09% 0.09% 641 0 0.0% Q2 2026 Jul 29, 2026
GUIDANCE CAPITAL, INC History No change 17,036 1,323 0.28% 0.28% 642 0 0.0% Q2 2026 Jul 20, 2026
L.K. Benson & Company, P.C. History No change 16,667 1,298 0.39% 0.39% 643 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC History Reduced 16,985 1,297 0.1% 0.11% 644 -1,688 -9.04% Q3 2026 Oct 01, 2026
AMG National Trust Bank History No change 16,489 1,284 0.03% 0.03% 645 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History Reduced 16,689 1,275 0.23% 0.25% 646 -607 -3.51% Q3 2026 Oct 05, 2026
Mesirow Financial Investment Management, Inc. History No change 16,342 1,273 0.02% 0.02% 647 0 0.0% Q2 2026 Jul 22, 2026
Hershey Financial Advisers, LLC History No change 16,349 1,273 0.91% 0.91% 648 0 0.0% Q2 2026 Aug 11, 2026
Quartz Partners, LLC History No change 16,180 1,260 0.41% 0.41% 649 0 0.0% Q2 2026 Aug 10, 2026
Aureus Asset Management, LLC History No change 15,686 1,222 0.07% 0.07% 650 0 0.0% Q2 2026 Aug 14, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 15,971 1,220 0.31% 0.34% 651 -632 -3.81% Q3 2026 Oct 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 15,550 1,211 0.16% 0.16% 652 0 0.0% Q2 2026 Jul 20, 2026
CACTI ASSET MANAGEMENT LLC History Reduced 15,803 1,206 0.06% 0.43% 653 -94,490 -85.67% Q3 2026 Oct 01, 2026
CVA Family Office, LLC History No change 15,444 1,203 0.11% 0.11% 654 0 0.0% Q2 2026 Aug 07, 2026
Verum Partners LLC History No change 15,318 1,193 0.18% 0.18% 655 0 0.0% Q2 2026 Jul 22, 2026
Global Financial Private Client, LLC History No change 15,219 1,185 0.32% 0.32% 656 0 0.0% Q2 2026 Jul 20, 2026
LongView Wealth Management History No change 15,166 1,181 0.3% 0.3% 657 0 0.0% Q2 2026 Jul 17, 2026
FLAGSTAR SECURITIES, INC History No change 15,148 1,180 0.36% 0.36% 658 0 0.0% Q2 2026 Jul 15, 2026
Womack Financial LLC History No change 14,865 1,158 0.77% 0.77% 659 0 0.0% Q2 2026 Aug 13, 2026
Sloy Dahl & Holst, LLC History No change 14,816 1,154 0.14% 0.14% 660 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 14,796 1,152 0.06% 0.06% 661 0 0.0% Q2 2026 Aug 10, 2026
CUMBERLAND ADVISORS INC History No change 14,780 1,151 0.41% 0.41% 662 0 0.0% Q2 2026 Jul 21, 2026
Syntegra Private Wealth Group, LLC History No change 14,735 1,148 0.09% 0.09% 663 0 0.0% Q2 2026 Jul 15, 2026
CWA Asset Management Group, LLC History No change 14,655 1,141 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 14, 2026
Tower Research Capital LLC (TRC) History No change 14,628 1,139 0.03% 0.03% 665 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 14,454 1,126 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 14,416 1,123 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 14,299 1,121 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 13, 2026
Wilkins Miller Wealth Management, LLC History No change 14,055 1,095 0.6% 0.6% 669 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 14,006 1,091 0.12% 0.12% 670 0 0.0% Q2 2026 Aug 06, 2026
HALL LAURIE J TRUSTEE History No change 14,267 1,089 0.35% 0.35% 671 0 0.0% Q3 2026 Oct 06, 2026
Larson Financial Group LLC History No change 13,964 1,087 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 13,946 1,086 0.42% 0.42% 673 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 13,863 1,080 0.04% 0.04% 674 0 0.0% Q2 2026 Aug 10, 2026
Navigate Wealth Management, LLC History No change 13,827 1,074 0.67% 0.67% 675 0 0.0% Q2 2026 Jul 23, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 13,750 1,071 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 13,755 1,067 0.06% 0.06% 677 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 13,681 1,065 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 13,668 1,064 0.03% 0.03% 679 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 13,648 1,063 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 13,606 1,060 0.02% 0.02% 681 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 13,503 1,051 0.09% 0.09% 682 0 0.0% Q2 2026 Aug 12, 2026
WASHINGTON TRUST BANK History No change 13,418 1,045 0.07% 0.07% 683 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,417 1,045 0.04% 0.04% 684 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 13,361 1,040 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 12, 2026
Amicus Financial Advisors, LLC History No change 13,337 1,039 0.26% 0.26% 686 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 13,278 1,034 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 18, 2026
TruNorth Capital Management, LLC History No change 13,135 1,023 0.16% 0.16% 688 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF VERMONT History No change 13,126 1,022 0.04% 0.04% 689 0 0.0% Q2 2026 Aug 07, 2026
Parisi Gray Wealth Management History No change 13,082 1,019 0.21% 0.21% 690 0 0.0% Q2 2026 Jul 09, 2026
SHUTTLEWORTH & Co History No change 13,037 1,015 0.81% 0.81% 691 0 0.0% Q2 2026 Aug 05, 2026
Aprio Wealth Management, LLC History No change 12,961 1,009 0.05% 0.05% 692 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 12,859 1,001 0.07% 0.07% 693 0 0.0% Q2 2026 Aug 14, 2026
KFA Private Wealth Group, LLC History New 12,969 990 0.23% — 695 +12,969 New Q3 2026 Oct 07, 2026
Arete Wealth Advisors, LLC History No change 12,717 990 0.07% 0.07% 694 0 0.0% Q2 2026 Aug 12, 2026
Lynx Investment Advisory History No change 12,653 985 0.32% 0.32% 696 0 0.0% Q2 2026 Jul 27, 2026
CHAPIN DAVIS, INC. History No change 12,524 975 0.17% 0.17% 697 0 0.0% Q2 2026 Jul 07, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 12,299 958 0.49% 0.49% 698 0 0.0% Q2 2026 Jul 16, 2026
Loudon Investment Management, LLC History No change 12,271 956 0.47% 0.47% 699 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 12,182 949 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 13, 2026
Southland Equity Partners LLC History No change 12,193 949 0.17% 0.17% 701 0 0.0% Q2 2026 Jul 13, 2026
FSM Wealth Advisors, LLC History No change 12,145 946 0.1% 0.1% 702 0 0.0% Q2 2026 Jul 15, 2026
MOTCO History No change 12,131 945 0.08% 0.08% 703 0 0.0% Q2 2026 Jul 31, 2026
Acorn Wealth Advisors, LLC History No change 11,939 930 0.23% 0.23% 704 0 0.0% Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 12,154 928 0.02% 0.03% 705 -898 -6.88% Q3 2026 Oct 05, 2026
Pine Harbor Wealth Management, LLC History No change 11,905 927 0.25% 0.25% 706 0 0.0% Q2 2026 Aug 13, 2026
Unison Advisors LLC History No change 11,868 924 0.06% 0.06% 707 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 11,826 921 0.06% 0.06% 708 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,841 919 0.02% 0.02% 709 0 0.0% Q2 2026 Jul 27, 2026
Saiph Capital, LLC History No change 11,708 912 0.27% 0.27% 710 0 0.0% Q2 2026 Jul 29, 2026
SAM Advisors, LLC History No change 11,691 910 0.25% 0.25% 711 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 11,643 907 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 14, 2026
UNITED BANK History No change 11,600 903 0.11% 0.11% 713 0 0.0% Q2 2026 Jul 30, 2026
Oak Grove Capital LLC History No change 11,290 879 0.04% 0.04% 714 0 0.0% Q2 2026 Aug 13, 2026
Red Wave Investments LLC History No change 11,289 879 0.22% 0.22% 715 0 0.0% Q2 2026 Aug 05, 2026
FMB WEALTH MANAGEMENT History No change 11,273 878 0.32% 0.32% 716 0 0.0% Q2 2026 Jul 27, 2026
Principia Wealth Advisory, LLC History No change 11,170 870 0.43% 0.43% 717 0 0.0% Q2 2026 Aug 26, 2026
MBL Wealth, LLC History No change 11,105 865 0.06% 0.06% 718 0 0.0% Q2 2026 Jul 15, 2026
Powers Advisory Group, LLC History No change 11,114 865 0.27% 0.27% 719 0 0.0% Q2 2026 Jul 31, 2026
Opus Capital Group, LLC History No change 11,095 864 0.08% 0.08% 720 0 0.0% Q2 2026 Jul 31, 2026
Armbruster Capital Management, Inc. History No change 11,087 863 0.13% 0.13% 721 0 0.0% Q2 2026 Jul 16, 2026
Center For Asset Management LLC History No change 11,078 863 0.38% 0.38% 722 0 0.0% Q2 2026 Jul 27, 2026
Generations Wealth, LLC History No change 11,035 859 0.82% 0.82% 723 0 0.0% Q2 2026 Aug 11, 2026
Fiera Capital Corp History No change 11,001 857 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 07, 2026
Gradient Capital Advisors, LLC History No change 10,982 855 0.2% 0.2% 725 0 0.0% Q2 2026 Jul 13, 2026
Operose Advisors LLC History No change 10,969 854 0.17% 0.17% 726 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 10,962 854 0.16% 0.16% 727 0 0.0% Q2 2026 Aug 04, 2026
TrustWell Financial Advisors, LLC History No change 10,957 853 0.72% 0.72% 728 0 0.0% Q2 2026 Jul 22, 2026
Texas Bank & Trust Co History No change 10,940 852 0.28% 0.28% 729 0 0.0% Q2 2026 Jul 31, 2026
TOWER BRIDGE ADVISORS History No change 10,832 843 0.08% 0.08% 730 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Reduced 10,935 835 0.07% 0.07% 731 -186 -1.67% Q3 2026 Oct 07, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 10,663 830 0.3% 0.3% 732 0 0.0% Q2 2026 Aug 11, 2026
Legacy Advisors, LLC History No change 10,648 829 0.08% 0.08% 733 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 10,627 827 0.16% 0.16% 734 0 0.0% Q2 2026 Aug 03, 2026
Lighthouse Wealth Management Inc. History No change 10,582 824 0.51% 0.51% 735 0 0.0% Q2 2026 Jul 22, 2026
BCS Private Wealth Management, Inc. History No change 10,583 824 0.25% 0.25% 736 0 0.0% Q2 2026 Jul 31, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 10,560 822 0.08% 0.08% 737 0 0.0% Q2 2026 Aug 12, 2026
EQUITY INVESTMENT CORP History No change 10,545 821 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 07, 2026
Rock Point Advisors, LLC History No change 10,510 818 0.2% 0.2% 739 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 10,457 814 0.05% 0.05% 740 0 0.0% Q2 2026 Jul 16, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 10,440 813 0.29% 0.29% 741 0 0.0% Q2 2026 Jul 21, 2026
Eagle Strategies LLC History No change 10,411 811 0.08% 0.08% 742 0 0.0% Q2 2026 Jul 21, 2026
Calamos Wealth Management LLC History No change 10,333 805 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 31, 2026
Legacy Financial Advisors, Inc. History No change 10,315 803 0.1% 0.1% 744 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History No change 10,284 801 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 27, 2026
Emergent Wealth Advisors, LLC History No change 10,224 796 0.41% 0.41% 746 0 0.0% Q2 2026 Jul 13, 2026
LM Advisors LLC History No change 10,161 792 0.09% 0.09% 747 0 0.0% Q2 2026 Aug 12, 2026
HBE Wealth Management, LLC History No change 10,127 788 0.57% 0.57% 748 0 0.0% Q2 2026 Jul 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 10,100 786 0.04% 0.04% 749 0 0.0% Q2 2026 Aug 07, 2026
Alhambra Investment Management LLC History No change 10,067 784 0.34% 0.34% 750 0 0.0% Q2 2026 Jul 16, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 10,001 779 0.41% 0.41% 751 0 0.0% Q2 2026 Jul 20, 2026
Gridiron Partners, LLC History No change 10,041 779 0.41% 0.41% 752 0 0.0% Q2 2026 Aug 05, 2026
REAP Financial Group, LLC History No change 10,000 779 0.13% 0.13% 753 0 0.0% Q2 2026 Aug 04, 2026
Facet Wealth, Inc. History No change 9,946 774 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 27, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 9,906 771 0.1% 0.1% 755 0 0.0% Q2 2026 Jul 20, 2026
Flatrock Wealth Partners LLC History No change 9,906 771 0.3% 0.3% 756 0 0.0% Q2 2026 Aug 14, 2026
Allegiance Financial Group Advisory Services LLC History No change 9,892 770 0.13% 0.13% 757 0 0.0% Q2 2026 Jul 27, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 9,875 769 0.04% 0.04% 758 0 0.0% Q2 2026 Jul 13, 2026
Continuum Advisory, LLC History No change 9,846 767 0.06% 0.06% 759 0 0.0% Q2 2026 Aug 06, 2026
American Institute for Advanced Investment Management, LLP History No change 9,831 765 0.44% 0.44% 760 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 9,831 761 0.1% 0.1% 761 0 0.0% Q2 2026 Jul 29, 2026
VERITY Wealth Advisors History No change 9,767 760 0.46% 0.46% 762 0 0.0% Q2 2026 Jul 16, 2026
Asset Management Group, Inc. History No change 9,688 754 0.11% 0.11% 763 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 9,687 754 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 9,643 751 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 9,464 737 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 9,386 735 0.52% 0.52% 767 0 0.0% Q2 2026 Sep 17, 2026
Planning Strategies Inc. History Reduced 9,574 731 0.43% 0.49% 768 -565 -5.57% Q3 2026 Oct 02, 2026
QUADRANT CAPITAL GROUP LLC History No change 9,360 729 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History No change 9,357 729 0.12% 0.12% 770 0 0.0% Q2 2026 Jul 22, 2026
PROTECTIVE LIFE CORP History No change 9,343 727 5.19% 5.19% 771 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 9,328 726 0.07% 0.07% 772 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 9,328 726 0.17% 0.17% 773 0 0.0% Q2 2026 Jul 22, 2026
BARRETT & COMPANY, INC. History No change 9,310 725 0.2% 0.2% 774 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 9,299 724 0.02% 0.02% 775 0 0.0% Q2 2026 Jul 30, 2026
Kelly Financial Services LLC History No change 9,297 724 0.15% 0.15% 776 0 0.0% Q2 2026 Jul 14, 2026
Ballast Financial Advisors LLC History No change 9,286 723 0.65% 0.65% 777 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 9,237 720 0.12% 0.12% 778 0 0.0% Q2 2026 Jul 15, 2026
Physician Wealth Solutions Inc. History No change 9,245 720 0.27% 0.27% 779 0 0.0% Q2 2026 Jul 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 9,129 711 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 08, 2026
Sequent Planning LLC History No change 9,099 708 0.15% 0.15% 781 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 9,052 705 0.05% 0.05% 782 0 0.0% Q2 2026 Aug 03, 2026
FIRST MANHATTAN CO. LLC. History No change 9,040 704 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON TRUST CO History No change 9,044 704 0.27% 0.27% 784 0 0.0% Q2 2026 Jul 29, 2026
Security National Bank History No change 9,030 703 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 15, 2026
Keudell/Morrison Wealth Management History No change 9,030 703 0.13% 0.13% 786 0 0.0% Q2 2026 Jul 15, 2026
Wealth Forward, LLC History No change 9,001 701 0.35% 0.35% 787 0 0.0% Q2 2026 Jul 29, 2026
Vectors Research Management, LLC History No change 8,911 694 0.18% 0.18% 788 0 0.0% Q2 2026 Jul 29, 2026
Beacon Financial Advisory LLC History No change 8,904 693 0.14% 0.14% 789 0 0.0% Q2 2026 Aug 05, 2026
VestGen Investment Management History No change 8,883 692 0.37% 0.37% 790 0 0.0% Q2 2026 Jul 31, 2026
Van Cleef Asset Management,Inc History No change 8,848 689 0.07% 0.07% 791 0 0.0% Q2 2026 Aug 03, 2026
Matisse Capital History No change 8,823 687 0.28% 0.28% 792 0 0.0% Q2 2026 Aug 12, 2026
International Private Wealth Advisors LLC History No change 8,823 687 0.35% 0.35% 793 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 8,990 686 0.19% 0.21% 794 +67 0.75% Q3 2026 Oct 07, 2026
Madden Advisory Services, Inc. History No change 8,703 678 0.24% 0.24% 795 0 0.0% Q2 2026 Aug 04, 2026
McLean Asset Management Corp History No change 8,750 678 0.09% 0.09% 796 0 0.0% Q2 2026 Aug 12, 2026
Tumwater Wealth Management, LLC History No change 8,655 674 0.24% 0.24% 797 0 0.0% Q2 2026 Jul 20, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 8,618 671 0.24% 0.24% 798 0 0.0% Q2 2026 Aug 07, 2026
Baker Ellis Asset Management LLC History No change 8,500 662 0.07% 0.07% 799 0 0.0% Q2 2026 Jul 23, 2026
BURLING WEALTH PARTNERS, LLC History No change 8,460 659 0.1% 0.1% 800 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 8,454 658 0.03% 0.03% 801 0 0.0% Q2 2026 Jul 16, 2026
Avise Financial Cooperative, Inc. History No change 8,413 655 0.46% 0.46% 802 0 0.0% Q2 2026 Aug 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 8,371 652 0.09% 0.09% 803 0 0.0% Q2 2026 Jul 21, 2026
Chico Wealth RIA History No change 8,322 648 0.34% 0.34% 804 0 0.0% Q2 2026 Aug 13, 2026
DMKC Advisory Services, LLC History No change 8,282 645 0.12% 0.12% 805 0 0.0% Q2 2026 Jul 07, 2026
Disciplined Investments, LLC History No change 8,276 644 0.21% 0.21% 806 0 0.0% Q2 2026 Aug 07, 2026
Donalies Financial Planning, LLC History No change 8,172 636 0.47% 0.47% 807 0 0.0% Q2 2026 Aug 06, 2026
Frank, Rimerman Advisors LLC History No change 8,153 635 0.04% 0.04% 808 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 8,090 631 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 15, 2026
Diversify Advisory Services, LLC History No change 8,146 631 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,146 631 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 29, 2026
McClarren Financial Advisors, Inc. History No change 8,089 630 0.33% 0.33% 812 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 8,047 626 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 24, 2026
Quantinno Capital Management LP History No change 7,968 620 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 7,932 617 0.43% 0.43% 815 0 0.0% Q2 2026 Jul 27, 2026
Hyundai Investments Co., Ltd. History No change 7,788 607 0.66% 0.66% 816 0 0.0% Q2 2026 Aug 14, 2026
Elevate Capital Advisors, LLC History No change 7,762 604 0.33% 0.33% 817 0 0.0% Q2 2026 Jul 31, 2026
VSM Wealth Advisory, LLC History No change 7,752 603 0.16% 0.16% 818 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Advisors, LLC History No change 7,738 602 0.03% 0.03% 819 0 0.0% Q2 2026 Aug 11, 2026
BURNEY CO/ History No change 7,669 597 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 14, 2026
Hilltop Holdings Inc. History No change 7,642 595 0.05% 0.05% 821 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 7,635 594 0.25% 0.25% 822 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History No change 7,587 591 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 15, 2026
Simplicity Wealth,LLC History No change 7,577 590 0.02% 0.02% 824 0 0.0% Q2 2026 Aug 06, 2026
FourThought Financial Partners, LLC History No change 7,526 586 0.05% 0.05% 825 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 7,510 585 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 10, 2026
My Personal CFO, LLC History No change 7,519 585 0.23% 0.23% 827 0 0.0% Q2 2026 Jul 21, 2026
Narus Financial Partners, LLC History No change 7,488 583 0.15% 0.15% 828 0 0.0% Q2 2026 Jul 31, 2026
Team Financial Group, LLC History No change 7,451 580 0.25% 0.25% 829 0 0.0% Q2 2026 Jul 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 7,369 574 0.13% 0.13% 830 0 0.0% Q2 2026 Sep 02, 2026
Cauble & Harre Wealth Management, Inc. History No change 7,378 574 0.46% 0.46% 831 0 0.0% Q2 2026 Aug 11, 2026
RIA Advisory Group LLC History No change 7,355 572 0.12% 0.12% 832 0 0.0% Q2 2026 Jul 23, 2026
SRH ADVISORS, LLC History No change 7,313 569 0.14% 0.14% 833 0 0.0% Q2 2026 Jul 24, 2026
REGIONS FINANCIAL CORP History No change 7,299 568 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 10, 2026
Tortoise Investment Management, LLC History No change 7,288 567 0.04% 0.04% 835 0 0.0% Q2 2026 Aug 07, 2026
Summit Wealth Partners, LLC History No change 7,277 566 0.08% 0.08% 836 0 0.0% Q2 2026 Aug 03, 2026
PRAIRIE ADVISORY, LLC History No change 7,277 566 0.13% 0.13% 837 0 0.0% Q2 2026 Jul 20, 2026
FPC INVESTMENT ADVISORY, INC. History No change 7,283 565 0.27% 0.27% 838 0 0.0% Q2 2026 Aug 13, 2026
Accelerate Investment Advisors LLC History No change 7,216 562 0.32% 0.32% 839 0 0.0% Q2 2026 Aug 12, 2026
Sandy Cove Advisors, LLC History No change 7,199 560 0.14% 0.14% 840 0 0.0% Q2 2026 Jul 07, 2026
Canvas Wealth Advisors, LLC History No change 7,185 559 0.08% 0.08% 841 0 0.0% Q2 2026 Jul 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 7,167 558 0.04% 0.04% 842 0 0.0% Q2 2026 Aug 14, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 7,145 556 0.05% 0.05% 843 0 0.0% Q2 2026 Jul 16, 2026
Woodward Financial Advisors, Inc. History No change 7,132 555 0.19% 0.19% 844 0 0.0% Q2 2026 Aug 14, 2026
Brookmont Capital Management History No change 7,108 553 0.3% 0.3% 845 0 0.0% Q2 2026 Jul 24, 2026
BCS Wealth Management History No change 7,039 548 0.1% 0.1% 846 0 0.0% Q2 2026 Jul 16, 2026
SpringVest Wealth Management LLC History No change 7,036 548 0.34% 0.34% 847 0 0.0% Q2 2026 Jul 22, 2026
Minot DeBlois Advisors LLC History No change 7,013 546 0.47% 0.47% 848 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 6,994 544 0.02% 0.02% 849 0 0.0% Q2 2026 Jul 02, 2026
BridgePort Financial Solutions, LLC History No change 6,993 544 0.14% 0.14% 850 0 0.0% Q2 2026 Jul 24, 2026
Gladstone Institutional Advisory LLC History No change 6,979 543 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 27, 2026
Two West Capital Advisors LLC History No change 6,992 542 0.27% 0.27% 852 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 6,954 541 0.11% 0.11% 853 0 0.0% Q2 2026 Jul 17, 2026
RESTON WEALTH MANAGEMENT LLC History No change 6,940 540 0.15% 0.15% 854 0 0.0% Q2 2026 Jul 23, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 6,900 537 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 6,836 532 0.17% 0.17% 856 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL CITY TRUST CO/FL History No change 6,814 530 0.11% 0.11% 857 0 0.0% Q2 2026 Aug 04, 2026
CWS Financial Advisors, LLC History No change 6,808 530 0.12% 0.12% 858 0 0.0% Q2 2026 Jul 30, 2026
Summit Wealth Group, LLC History No change 6,813 530 0.11% 0.11% 859 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 6,785 528 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 05, 2026
HRT FINANCIAL LP History No change 6,737 524 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 14, 2026
Life Planning Partners, Inc History No change 6,733 524 0.39% 0.39% 862 0 0.0% Q2 2026 Jul 21, 2026
CHATHAM CAPITAL GROUP, INC. History No change 6,714 523 0.07% 0.07% 863 0 0.0% Q2 2026 Jul 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,701 522 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 23, 2026
Intergy Private Wealth, LLC History No change 6,710 522 0.12% 0.12% 865 0 0.0% Q2 2026 Jul 17, 2026
Bridgewealth Advisory Group, LLC History No change 6,689 521 0.1% 0.1% 866 0 0.0% Q2 2026 Jul 27, 2026
Townsend Financial Planning, LLC History No change 6,686 520 0.45% 0.45% 867 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 6,670 519 0.24% 0.24% 868 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 6,637 517 0.05% 0.05% 869 0 0.0% Q2 2026 Jul 30, 2026
DELTA FINANCIAL ADVISORS LLC History No change 6,617 515 0.12% 0.12% 870 0 0.0% Q2 2026 Aug 05, 2026
Gibraltar Capital Management, Inc. History No change 6,600 514 0.08% 0.08% 871 0 0.0% Q2 2026 Jul 20, 2026
Breakwater Investment Management History No change 6,579 512 0.17% 0.17% 872 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 6,554 510 0.05% 0.05% 873 0 0.0% Q2 2026 Jul 24, 2026
HCR Wealth Advisors History No change 6,526 508 0.05% 0.05% 874 0 0.0% Q2 2026 Jul 13, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 6,500 506 0.34% 0.34% 875 0 0.0% Q2 2026 Aug 07, 2026
Hiley Hunt Wealth Management History No change 6,477 504 0.2% 0.2% 876 0 0.0% Q2 2026 Jul 07, 2026
APS Management Group, Inc. History No change 6,444 502 0.39% 0.39% 877 0 0.0% Q2 2026 Jul 10, 2026
FRANKLIN RESOURCES INC History No change 6,394 498 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 6,371 496 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 6,378 496 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 12, 2026
EPIQ PARTNERS, LLC History Added to 6,484 495 0.21% 0.11% 882 +3,009 86.59% Q3 2026 Oct 07, 2026
SPINNAKER TRUST History No change 6,366 495 0.02% 0.02% 881 0 0.0% Q2 2026 Aug 03, 2026
COGENT STRATEGIC WEALTH LLC History No change 6,348 494 0.47% 0.47% 883 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History No change 6,330 491 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 6,255 487 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 16, 2026
Strategic Blueprint, LLC History No change 6,220 484 0.02% 0.02% 886 0 0.0% Q2 2026 Jul 23, 2026
WBI INVESTMENTS, LLC History No change 6,195 482 0.12% 0.12% 887 0 0.0% Q2 2026 Aug 11, 2026
Olde Wealth Management, LLC History No change 6,174 481 0.14% 0.14% 888 0 0.0% Q2 2026 Aug 13, 2026
Accretive Wealth Partners, LLC History No change 6,178 481 0.12% 0.12% 889 0 0.0% Q2 2026 Jul 29, 2026
Washington Trust Advisors, Inc. History No change 6,159 479 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 29, 2026
TrueWealth Advisors, LLC History No change 6,146 478 0.11% 0.11% 891 0 0.0% Q2 2026 Jul 08, 2026
Integrated Wealth Management History No change 6,136 478 0.5% 0.5% 892 0 0.0% Q2 2026 Aug 10, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 6,091 474 0.36% 0.36% 893 0 0.0% Q2 2026 Jul 31, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 6,068 473 0.18% 0.18% 894 0 0.0% Q2 2026 Aug 10, 2026
Sidoxia Capital Management, LLC History No change 6,071 473 0.35% 0.35% 895 0 0.0% Q2 2026 Jul 24, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 6,054 471 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 05, 2026
WORLD EQUITY GROUP, INC. History No change 5,958 464 0.1% 0.1% 897 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 5,964 464 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History No change 5,940 462 0.22% 0.22% 899 0 0.0% Q2 2026 Jul 09, 2026
Redwood Investment Management, LLC History No change 5,912 461 0.05% 0.05% 900 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Managemnet, LLC History No change 5,910 460 1.04% 1.04% 901 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 5,883 458 0.03% 0.03% 902 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 5,800 454 0.06% 0.06% 903 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 5,840 454 0.05% 0.05% 904 0 0.0% Q2 2026 Jul 29, 2026
Hardworking Capital Advisors, LLC History No change 5,835 454 0.37% 0.37% 905 0 0.0% Q2 2026 Aug 03, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 5,802 452 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History No change 5,803 452 0.22% 0.22% 907 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,793 451 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 31, 2026
Ruedi Wealth Management, Inc. History No change 5,798 451 0.11% 0.11% 909 0 0.0% Q2 2026 Jul 29, 2026
SHAYNE & JACOBS, LLC History No change 5,775 449 0.13% 0.13% 910 0 0.0% Q2 2026 Jul 07, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 5,766 449 0.02% 0.02% 911 0 0.0% Q2 2026 Jul 27, 2026
Monument Group Wealth Advisors, LLC History No change 5,110 449 0.22% 0.22% 912 0 0.0% Q2 2026 Jul 27, 2026
REICON WEALTH ADVISORS, LLC History No change 5,750 447 0.28% 0.28% 913 0 0.0% Q2 2026 Jul 29, 2026
LVW Advisors, LLC History No change 5,737 446 0.04% 0.04% 914 0 0.0% Q2 2026 Jul 15, 2026
FSA Advisors, Inc. History No change 5,734 446 0.2% 0.2% 915 0 0.0% Q2 2026 Aug 17, 2026
WEBSTER BANK, N. A. History No change 5,719 445 0.04% 0.04% 916 0 0.0% Q2 2026 Jul 20, 2026
Diversified Trust Co History No change 5,689 443 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 17, 2026
CogentBlue Wealth Advisors, LLC History No change 5,673 441 0.25% 0.25% 918 0 0.0% Q2 2026 Jul 16, 2026
Silver Grove Financial Group, Inc. History No change 5,652 440 0.24% 0.24% 919 0 0.0% Q2 2026 Aug 13, 2026
GERMAN AMERICAN BANCORP, INC. History No change 5,623 438 0.03% 0.03% 920 0 0.0% Q2 2026 Aug 06, 2026
A. D. Beadell Investment Counsel, Inc. History No change 5,614 437 0.28% 0.28% 921 0 0.0% Q2 2026 Jul 15, 2026
Alamar Capital Management, LLC History No change 5,600 436 0.22% 0.22% 922 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 5,566 433 0.05% 0.05% 923 0 0.0% Q2 2026 Jul 10, 2026
Drucker Wealth 3.0, LLC History No change 5,545 431 0.07% 0.07% 924 0 0.0% Q2 2026 Jul 13, 2026
Reliant Investment Partners, LLC History No change 5,485 427 0.29% 0.29% 925 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History No change 5,479 426 0.1% 0.1% 926 0 0.0% Q2 2026 Jul 21, 2026
Envision Financial Planning, LLC History No change 5,479 426 0.14% 0.14% 927 0 0.0% Q2 2026 Aug 14, 2026
Altiora Financial Group, LLC History No change 5,478 426 0.07% 0.07% 928 0 0.0% Q2 2026 Aug 07, 2026
Mullaney, Keating & Wright, Inc. History No change 5,474 426 0.21% 0.21% 929 0 0.0% Q2 2026 Jul 14, 2026
Range Advisory, LLC History No change 5,474 426 0.05% 0.05% 930 0 0.0% Q2 2026 Sep 02, 2026
Hippocratic Financial Advisors, LLC History No change 5,466 425 0.16% 0.16% 931 0 0.0% Q2 2026 Aug 03, 2026
ARK & TLK INVESTMENTS, LLC History No change 5,431 423 0.1% 0.1% 932 0 0.0% Q2 2026 Jul 20, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,423 422 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 5,416 421 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 5,405 421 0.03% 0.03% 935 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 5,340 416 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 29, 2026
Global Assets Advisory, LLC History No change 5,351 415 0.09% 0.09% 937 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 5,317 414 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 5,291 412 0.02% 0.02% 939 0 0.0% Q2 2026 Aug 07, 2026
WoodTrust Financial Corp History No change 5,284 412 0.05% 0.05% 940 0 0.0% Q2 2026 Jul 27, 2026
Mainstream Capital Management LLC History No change 5,298 412 0.25% 0.25% 941 0 0.0% Q2 2026 Jul 15, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 5,315 411 0.13% 0.13% 942 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 5,264 410 0.02% 0.02% 943 0 0.0% Q2 2026 Aug 17, 2026
TBH Global Asset Management, LLC History No change 5,264 410 0.08% 0.08% 944 0 0.0% Q2 2026 Aug 05, 2026
Rialto Wealth Management, LLC History No change 5,267 410 0.08% 0.08% 945 0 0.0% Q2 2026 Aug 11, 2026
Garde Capital, Inc. History No change 5,251 409 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 31, 2026
Valeo Financial Advisors, LLC History No change 5,259 409 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 08, 2026
Schiavi & Co LLC History No change 5,260 409 0.11% 0.11% 948 0 0.0% Q2 2026 Aug 10, 2026
Livet Wealth, LLC History No change 5,234 407 0.23% 0.23% 949 0 0.0% Q2 2026 Jul 28, 2026
NICOLET BANKSHARES INC History No change 5,225 406 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 5,216 406 0.04% 0.04% 951 0 0.0% Q2 2026 Jul 27, 2026
Ballentine Capital Advisors, Inc History No change 5,214 406 0.15% 0.15% 952 0 0.0% Q2 2026 Jul 23, 2026
EFG International AG History No change 5,214 406 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History No change 5,192 404 0.01% 0.01% 954 0 0.0% Q2 2026 Aug 04, 2026
Redhawk Wealth Advisors, Inc. History No change 5,189 404 0.04% 0.04% 955 0 0.0% Q2 2026 Jul 09, 2026
Bridgelight Financial Advisors, Inc. History No change 5,190 404 0.28% 0.28% 956 0 0.0% Q2 2026 Jul 30, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 5,170 402 0.14% 0.14% 957 0 0.0% Q2 2026 Aug 03, 2026
Linscomb Wealth, Inc. History No change 5,154 401 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 5,148 401 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 09, 2026
HOGE FINANCIAL SERVICES, LLC History No change 5,159 401 0.19% 0.19% 960 0 0.0% Q2 2026 Jul 29, 2026
Topsail Wealth Management, LLC History No change 5,114 398 0.05% 0.05% 961 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Private Wealth, LLC History No change 5,131 398 0.26% 0.26% 962 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 5,103 397 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 04, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 5,097 397 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 20, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 5,101 397 0.15% 0.15% 965 0 0.0% Q2 2026 Jul 30, 2026
Montecito Bank & Trust History No change 5,153 393 0.06% 0.06% 966 0 0.0% Q3 2026 Oct 01, 2026
Summit Financial, LLC History No change 5,054 393 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 12, 2026
Investment Advisory Group, LLC History No change 5,037 392 0.09% 0.09% 968 0 0.0% Q2 2026 Aug 06, 2026
Visionary Wealth Advisors History No change 5,031 391 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 5,001 389 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 11, 2026
Pointe Capital Management LLC History No change 4,990 388 0.17% 0.17% 971 0 0.0% Q2 2026 Aug 14, 2026
VANCE WEALTH, LLC History No change 4,989 388 0.09% 0.09% 972 0 0.0% Q2 2026 Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 4,979 387 0.02% 0.02% 973 0 0.0% Q2 2026 Jul 15, 2026
SeaCrest Wealth Management, LLC History No change 4,979 387 0.04% 0.04% 974 0 0.0% Q2 2026 Jul 09, 2026
Duncan Williams Asset Management, LLC History No change 4,955 386 0.09% 0.09% 975 0 0.0% Q2 2026 Jul 22, 2026
COUNTRY TRUST BANK History No change 4,921 383 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 15, 2026
Wealth Advisory Solutions, LLC History No change 4,921 383 0.08% 0.08% 977 0 0.0% Q2 2026 Jul 24, 2026
UPTICK PARTNERS, LLC History No change 4,905 382 0.06% 0.06% 978 0 0.0% Q2 2026 Aug 10, 2026
Elmwood Wealth Management, Inc. History No change 4,893 381 0.1% 0.1% 979 0 0.0% Q2 2026 Jul 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,834 376 0.02% 0.02% 980 0 0.0% Q2 2026 Jul 28, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,823 375 0.02% 0.02% 981 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 4,806 374 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 05, 2026
DUTCH ASSET Corp History No change 4,800 373 0.19% 0.19% 983 0 0.0% Q2 2026 Aug 10, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 4,779 372 0.26% 0.26% 984 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Hoffman & Company, LLC. History No change 4,764 371 0.01% 0.01% 985 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 4,758 370 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 28, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 4,723 367 0.02% 0.02% 987 0 0.0% Q2 2026 Jul 24, 2026
Wynn Capital, LLC History No change 4,700 366 0.16% 0.16% 988 0 0.0% Q2 2026 Jul 08, 2026
DAVIS R M INC History No change 4,692 365 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,697 365 0.02% 0.02% 990 0 0.0% Q2 2026 Jul 20, 2026
Crabel Capital Management, LLC History No change 4,683 364 0.27% 0.27% 991 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,657 362 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History No change 4,622 360 0.05% 0.05% 993 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 4,629 360 0.04% 0.04% 994 0 0.0% Q2 2026 Aug 12, 2026
DUNCKER STREETT & CO INC History No change 4,620 359 0.06% 0.06% 995 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 4,609 359 0.02% 0.02% 996 0 0.0% Q2 2026 Jul 23, 2026
Forthright Family Wealth Advisory LLC History No change 4,618 359 0.2% 0.2% 997 0 0.0% Q2 2026 Jul 16, 2026
J.M. Arbour, LLC History No change 4,614 359 0.31% 0.31% 998 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 4,584 357 0.11% 0.11% 999 0 0.0% Q2 2026 Aug 20, 2026
S.A. Mason LLC History No change 4,575 356 0.11% 0.11% 1000 0 0.0% Q2 2026 Jul 31, 2026
American Trust History No change 4,580 356 0.03% 0.03% 1001 0 0.0% Q2 2026 Aug 14, 2026
PMG Wealth Management, Inc. History No change 4,593 356 0.22% 0.22% 1002 0 0.0% Q2 2026 Aug 05, 2026
Lansing Street Advisors History No change 4,553 354 0.08% 0.08% 1003 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 4,534 353 0.01% 0.01% 1004 0 0.0% Q2 2026 Jul 22, 2026
Pacific Point Advisors, LLC History No change 4,537 353 0.16% 0.16% 1005 0 0.0% Q2 2026 Jul 24, 2026
V2 Financial group LLC History No change 4,526 352 0.13% 0.13% 1006 0 0.0% Q2 2026 Aug 10, 2026
Wingate Wealth Advisors, Inc. History No change 4,514 351 0.15% 0.15% 1007 0 0.0% Q2 2026 Jul 29, 2026
CONNORS INVESTOR SERVICES INC History No change 4,476 348 0.03% 0.03% 1008 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 4,467 348 0.11% 0.11% 1009 0 0.0% Q2 2026 Jul 21, 2026
Keener Financial Planning LLC History No change 4,465 347 0.12% 0.12% 1010 0 0.0% Q2 2026 Jul 31, 2026
ELEMENT POINTE ADVISORS, LLC History No change 4,441 345 0.06% 0.06% 1011 0 0.0% Q2 2026 Aug 07, 2026
Clientfirst Wealth Management, LLC History No change 4,437 345 0.28% 0.28% 1012 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE MANAGEMENT GROUP INC History No change 4,420 344 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 4,378 341 0.03% 0.03% 1014 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 4,374 340 0.03% 0.03% 1015 0 0.0% Q2 2026 Jul 31, 2026
Prospera Capital Management, LLC History No change 4,358 338 0.11% 0.11% 1016 0 0.0% Q2 2026 Jul 27, 2026
Chemistry Wealth Management LLC History No change 4,304 335 0.05% 0.05% 1017 0 0.0% Q2 2026 Jul 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 4,295 334 0.07% 0.07% 1018 0 0.0% Q2 2026 Jul 10, 2026
Wealthspire Retirement, LLC History No change 4,292 334 0.02% 0.02% 1019 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 4,264 332 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 22, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,256 331 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 4,260 331 0.02% 0.02% 1022 0 0.0% Q2 2026 Jul 27, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 4,240 330 0.04% 0.04% 1023 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 4,179 325 0.01% 0.01% 1024 0 0.0% Q2 2026 Aug 14, 2026
Frontier Asset Management, LLC History No change 4,184 325 0.06% 0.06% 1025 0 0.0% Q2 2026 Aug 06, 2026
DRAVO BAY LLC History No change 4,148 323 0.11% 0.11% 1026 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,144 322 0.02% 0.02% 1027 0 0.0% Q2 2026 Jul 07, 2026
GeoWealth Management, LLC History No change 4,123 321 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 30, 2026
Plancorp, LLC History No change 4,148 321 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 14, 2026
Squire Investment Management Company, LLC History No change 4,129 321 0.08% 0.08% 1030 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 4,065 316 0.08% 0.08% 1031 0 0.0% Q2 2026 Jul 28, 2026
SeaBridge Investment Advisors LLC History No change 4,029 313 0.05% 0.05% 1032 0 0.0% Q2 2026 Jul 17, 2026
Sovran Advisors, LLC History No change 4,045 313 0.02% 0.02% 1033 0 0.0% Q2 2026 Jul 29, 2026
HANOVER ADVISORS INC History No change 4,013 312 0.11% 0.11% 1034 0 0.0% Q2 2026 Aug 12, 2026
Blue Chip Partners, LLC History No change 4,006 312 0.02% 0.02% 1035 0 0.0% Q2 2026 Aug 14, 2026
EnRich Financial Partners LLC History No change 4,013 312 0.07% 0.07% 1036 0 0.0% Q2 2026 Jul 27, 2026
DAVIDSON INVESTMENT ADVISORS History No change 4,000 311 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 21, 2026
WILLIAM JOHN SEMPOLINSKI History No change 4,000 311 0.13% 0.13% 1038 0 0.0% Q2 2026 Aug 14, 2026
KEB ASSET MANAGEMENT, LLC History No change 3,987 310 0.05% 0.05% 1039 0 0.0% Q2 2026 Jul 14, 2026
LJI Wealth Management, LLC History No change 3,965 308 0.04% 0.04% 1040 0 0.0% Q2 2026 Jul 31, 2026
Ironwood Wealth Management, LLC. History No change 3,943 307 0.07% 0.07% 1041 0 0.0% Q2 2026 Jul 30, 2026
HOWE & RUSLING INC History No change 3,907 304 0.02% 0.02% 1042 0 0.0% Q2 2026 Aug 10, 2026
Beckerman Institutional, LLC History No change 3,891 303 0.14% 0.14% 1043 0 0.0% Q2 2026 Aug 11, 2026
Vines Capital Management, LLC History No change 3,897 303 0.25% 0.25% 1044 0 0.0% Q2 2026 Aug 14, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 3,882 302 0.46% 0.46% 1045 0 0.0% Q2 2026 Jul 16, 2026
Milestone Investment Advisors LLC History No change 3,887 302 0.07% 0.07% 1046 0 0.0% Q2 2026 Aug 14, 2026
Altar Rock LLC History No change 3,883 302 0.44% 0.44% 1047 0 0.0% Q2 2026 Sep 21, 2026
Verde Capital Management History No change 3,869 301 0.06% 0.06% 1048 0 0.0% Q2 2026 Aug 11, 2026
Maia Wealth LLC History No change 3,869 301 0.04% 0.04% 1049 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisor Network LLC History No change 3,875 301 0.38% 0.38% 1050 0 0.0% Q2 2026 Aug 13, 2026
LIBRA WEALTH LLC History No change 3,850 299 0.08% 0.08% 1051 0 0.0% Q2 2026 Aug 06, 2026
PENNEY FINANCIAL, LLC History No change 3,830 298 0.1% 0.1% 1052 0 0.0% Q2 2026 Jul 22, 2026
Watchman Group, Inc. History No change 3,802 296 0.07% 0.07% 1053 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 3,750 292 0.02% 0.02% 1054 0 0.0% Q2 2026 Aug 07, 2026
Davis Wealth Advisors, LLC History No change 3,760 292 0.23% 0.23% 1055 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 3,736 291 0.08% 0.08% 1056 0 0.0% Q2 2026 Jul 09, 2026
Miller Capital Partners, Inc. History No change 3,735 290 0.11% 0.11% 1057 0 0.0% Q2 2026 Aug 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,710 289 0.02% 0.02% 1058 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 3,714 289 0.01% 0.01% 1059 0 0.0% Q2 2026 Jul 20, 2026
Rather & Kittrell, Inc. History No change 3,713 289 0.04% 0.04% 1060 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 3,712 289 0.03% 0.03% 1061 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 3,719 289 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 04, 2026
Emprise Bank History New 3,777 288 0.11% — 1064 +3,777 New Q3 2026 Oct 07, 2026
Jacobi Capital Management LLC History No change 3,702 288 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 31, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 3,686 287 0.02% 0.02% 1065 0 0.0% Q2 2026 Aug 06, 2026
Coastwise Capital Group, LLC History No change 3,681 286 0.17% 0.17% 1066 0 0.0% Q2 2026 Jul 16, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 3,676 286 0.12% 0.12% 1067 0 0.0% Q2 2026 Jul 28, 2026
WARNER FINANCIAL, INC History No change 3,649 284 0.08% 0.08% 1068 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT GUYS FORMULA LLC History No change 3,662 284 0.11% 0.11% 1069 0 0.0% Q2 2026 Jul 30, 2026
Howard Capital Management Group, LLC History No change 3,641 283 0.02% 0.02% 1070 0 0.0% Q2 2026 Jul 16, 2026
GENESIS PRIVATE WEALTH, LLC History No change 3,631 282 0.08% 0.08% 1071 0 0.0% Q2 2026 Jul 13, 2026
Ignite Planners, LLC History No change 3,612 281 0.04% 0.04% 1072 0 0.0% Q2 2026 Jul 23, 2026
Maxele Advisors, LLC History No change 3,600 280 0.2% 0.2% 1073 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 3,588 279 0.02% 0.02% 1074 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 3,588 279 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 04, 2026
Sonoma Private Wealth LLC History No change 3,582 279 0.3% 0.3% 1076 0 0.0% Q2 2026 Aug 14, 2026
Radnor Capital Management, LLC History No change 3,547 276 0.04% 0.04% 1077 0 0.0% Q2 2026 Jul 16, 2026
Shepherd Street Advisors LLC History No change 3,554 276 0.24% 0.24% 1078 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 3,506 273 0.0% 0.0% 1079 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 3,505 273 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 3,517 272 0.03% 0.03% 1081 0 0.0% Q2 2026 Jul 14, 2026
MidAtlantic Capital Management, Inc. History No change 3,494 272 0.17% 0.17% 1082 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 3,489 271 0.02% 0.02% 1083 0 0.0% Q2 2026 Aug 11, 2026
Serenity Investment Advisors History No change 3,500 271 0.12% 0.12% 1084 0 0.0% Q2 2026 Aug 24, 2026
GatePass Capital, LLC History No change 3,458 269 0.1% 0.1% 1085 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 3,453 268 0.02% 0.02% 1086 0 0.0% Q2 2026 Sep 15, 2026
Belpointe Asset Management LLC History No change 3,429 267 0.01% 0.01% 1087 0 0.0% Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History No change 3,418 266 0.03% 0.03% 1088 0 0.0% Q2 2026 Jul 17, 2026
DEARBORN PARTNERS LLC History No change 3,388 265 0.01% 0.01% 1089 0 0.0% Q2 2026 Aug 13, 2026
Aufman Associates Inc History No change 3,389 264 0.11% 0.11% 1090 0 0.0% Q2 2026 Aug 12, 2026
Godshalk Welsh Capital Management, Inc. History No change 3,377 263 0.14% 0.14% 1091 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 3,391 263 0.1% 0.1% 1092 0 0.0% Q2 2026 Aug 12, 2026
E&G Advisors, LLC History No change 3,370 262 0.05% 0.05% 1093 0 0.0% Q2 2026 Jul 23, 2026
Brookwood Investment Group LLC History No change 3,351 261 0.03% 0.03% 1094 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 3,340 260 0.02% 0.02% 1095 0 0.0% Q2 2026 Jul 23, 2026
Kapstone Financial Advisors LLC History No change 3,345 260 0.11% 0.11% 1096 0 0.0% Q2 2026 Aug 07, 2026
Churchill Financial Advisors, LLC History No change 3,347 260 0.05% 0.05% 1097 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Advisory Group L.L.C. History No change 3,334 259 0.1% 0.1% 1098 0 0.0% Q2 2026 Jul 22, 2026
Nabity-Jensen Investment Management Inc History No change 3,332 259 0.16% 0.16% 1099 0 0.0% Q2 2026 Jul 27, 2026
Elgethun Capital Management History No change 3,310 257 0.04% 0.04% 1100 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 3,287 256 0.02% 0.02% 1101 0 0.0% Q2 2026 Jul 22, 2026
Ascension Capital Advisors, Inc. History No change 3,285 255 0.07% 0.07% 1102 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,282 255 0.06% 0.06% 1103 0 0.0% Q2 2026 Aug 27, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,267 254 0.08% 0.08% 1104 0 0.0% Q2 2026 Jul 16, 2026
Mayflower Financial Advisors, LLC History No change 3,268 254 0.02% 0.02% 1105 0 0.0% Q2 2026 Jul 09, 2026
NorthStar Asset Management LLC /NJ/ History No change 3,258 253 0.1% 0.1% 1106 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 3,246 252 0.01% 0.01% 1107 0 0.0% Q2 2026 Jul 31, 2026
Tenon Financial LLC History No change 3,214 250 0.08% 0.08% 1108 0 0.0% Q2 2026 Jul 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,197 249 0.06% 0.06% 1109 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 3,189 248 0.01% 0.01% 1110 0 0.0% Q2 2026 Jul 28, 2026
Fort Point Capital Partners LLC History No change 3,183 247 0.02% 0.02% 1111 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Wealth Managment Inc. History No change 3,179 247 0.1% 0.1% 1112 0 0.0% Q2 2026 Aug 05, 2026
Montz Harcus Wealth Management LLC History No change 3,170 246 0.09% 0.09% 1113 0 0.0% Q2 2026 Jul 24, 2026
Guardian Asset Advisors, LLC History No change 3,157 246 0.11% 0.11% 1114 0 0.0% Q2 2026 Jul 21, 2026
Arnold Financial Planning LLC History No change 3,167 246 0.18% 0.18% 1115 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Money Management Services LLC History No change 3,140 244 0.15% 0.15% 1116 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 3,123 243 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 05, 2026
Sterling Investment Advisors, Ltd. History No change 3,115 242 0.04% 0.04% 1118 0 0.0% Q2 2026 Jul 28, 2026
Valley Financial Group, Inc. History No change 3,114 242 0.12% 0.12% 1119 0 0.0% Q2 2026 Aug 14, 2026
Meadowbrook Advisors Group, LLC History No change 3,100 241 0.13% 0.13% 1120 0 0.0% Q2 2026 Aug 07, 2026
Seelaus Asset Management LLC History No change 3,085 240 0.17% 0.17% 1121 0 0.0% Q2 2026 Jul 16, 2026
Valtinson Bruner Financial Planning LLC History No change 3,088 240 0.06% 0.06% 1122 0 0.0% Q2 2026 Aug 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 3,072 239 0.14% 0.14% 1123 0 0.0% Q2 2026 Aug 10, 2026
BNC WEALTH MANAGEMENT, LLC History No change 3,064 238 0.06% 0.06% 1124 0 0.0% Q2 2026 Jul 21, 2026
HANCOCK WHITNEY CORP History No change 3,048 237 0.0% 0.0% 1125 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 3,059 237 0.05% 0.05% 1126 0 0.0% Q2 2026 Aug 06, 2026
Granite Bay Wealth Management, LLC History No change 3,041 237 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 14, 2026
Meritas Wealth Management, LLC History No change 3,051 237 0.09% 0.09% 1128 0 0.0% Q2 2026 Jul 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,017 235 0.0% 0.0% 1129 0 0.0% Q2 2026 Jul 17, 2026
McNamara Financial Services, Inc. History No change 3,023 235 0.04% 0.04% 1130 0 0.0% Q2 2026 Jul 22, 2026
Three Bridge Wealth Advisors, LLC History No change 3,025 235 0.06% 0.06% 1131 0 0.0% Q2 2026 Jul 27, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 3,008 234 0.04% 0.04% 1132 0 0.0% Q2 2026 Aug 06, 2026
Guild Investment Management, Inc. History No change 3,000 233 0.16% 0.16% 1133 0 0.0% Q2 2026 Jul 28, 2026
B & T Capital Management DBA Alpha Capital Management History No change 3,000 233 0.03% 0.03% 1134 0 0.0% Q2 2026 Aug 07, 2026
SVB WEALTH LLC History No change 2,986 232 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 17, 2026
GWN SECURITIES INC. History No change 2,972 231 0.04% 0.04% 1136 0 0.0% Q2 2026 Aug 05, 2026
Legacy PCG, LLC History No change 2,987 231 1.12% 1.12% 1137 0 0.0% Q2 2026 Aug 12, 2026
Portland Financial Advisors Inc History No change 2,971 231 0.42% 0.42% 1138 0 0.0% Q2 2026 Aug 10, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,960 230 0.03% 0.03% 1139 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 2,964 230 0.03% 0.03% 1140 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 2,961 230 0.18% 0.18% 1141 0 0.0% Q2 2026 Jul 30, 2026
Baskin Financial Services Inc. History No change 2,945 229 0.02% 0.02% 1142 0 0.0% Q2 2026 Jul 13, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 2,950 229 0.1% 0.1% 1143 0 0.0% Q2 2026 Aug 17, 2026
Proactive Wealth Strategies LLC History No change 2,940 229 0.04% 0.04% 1144 0 0.0% Q2 2026 Aug 10, 2026
Wolff Financial Management LLC History No change 2,934 228 0.05% 0.05% 1145 0 0.0% Q2 2026 Jul 16, 2026
Pekin Hardy Strauss, Inc. History No change 2,925 227 0.02% 0.02% 1146 0 0.0% Q2 2026 Jul 30, 2026
HORAN Wealth, LLC History No change 2,917 227 0.03% 0.03% 1147 0 0.0% Q2 2026 Aug 26, 2026
Towerpoint Wealth, LLC History No change 2,911 226 0.08% 0.08% 1148 0 0.0% Q2 2026 Jul 09, 2026
Windsor Capital Management, LLC History No change 2,894 225 0.06% 0.06% 1149 0 0.0% Q2 2026 Jul 08, 2026
OPINICUS CAPITAL, INC. History No change 2,892 225 0.12% 0.12% 1150 0 0.0% Q2 2026 Jul 27, 2026
WEST BANCORPORATION INC History No change 2,886 224 0.1% 0.1% 1151 0 0.0% Q2 2026 Jul 23, 2026
Balentine LLC History No change 2,876 224 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 06, 2026
High Net Worth Advisory Group LLC History No change 2,884 224 0.05% 0.05% 1153 0 0.0% Q2 2026 Jul 29, 2026
Markowski Investments History No change 2,863 223 0.05% 0.05% 1154 0 0.0% Q2 2026 Aug 13, 2026
Goldstein Advisors, LLC History No change 2,861 222 0.02% 0.02% 1155 0 0.0% Q2 2026 Jul 20, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 2,825 220 0.01% 0.01% 1156 0 0.0% Q2 2026 Aug 12, 2026
Addison Capital Co History No change 2,811 219 0.04% 0.04% 1157 0 0.0% Q2 2026 Aug 04, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,763 215 0.07% 0.07% 1158 0 0.0% Q2 2026 Jul 23, 2026
Kropog Financial Group, LLC History No change 2,753 214 0.15% 0.15% 1159 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 2,733 212 0.01% 0.01% 1160 0 0.0% Q2 2026 Aug 12, 2026
OLIO Financial Planning History No change 2,732 212 0.05% 0.05% 1161 0 0.0% Q2 2026 Jul 17, 2026
NCM Capital Management, LLC History No change 2,718 211 0.07% 0.07% 1162 0 0.0% Q2 2026 Aug 14, 2026
Smith Thornton Advisors LLC History No change 2,728 211 0.09% 0.09% 1163 0 0.0% Q2 2026 Jul 14, 2026
Atlas Wealth Partners, LLC History No change 2,686 209 0.23% 0.23% 1164 0 0.0% Q2 2026 Jul 27, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,667 207 0.04% 0.04% 1165 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Financial Partners History No change 2,653 206 0.09% 0.09% 1166 0 0.0% Q2 2026 Aug 13, 2026
American Money Management, LLC History No change 2,632 205 0.03% 0.03% 1167 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 2,625 204 0.04% 0.04% 1168 0 0.0% Q2 2026 Jul 20, 2026
Granite FO LLC History No change 2,628 204 0.11% 0.11% 1169 0 0.0% Q2 2026 Jul 15, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 2,616 203 0.09% 0.09% 1170 0 0.0% Q2 2026 Aug 07, 2026
Kera Capital Partners, Inc. History No change 2,585 201 0.02% 0.02% 1171 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 2,572 200 0.06% 0.06% 1172 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 2,500 194 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 28, 2026
American Capital Advisory, LLC History No change 2,494 194 0.07% 0.07% 1174 0 0.0% Q2 2026 Jul 28, 2026
Murphy & Mullick Capital Management Corp History No change 2,489 193 0.12% 0.12% 1175 0 0.0% Q2 2026 Aug 14, 2026
Lummis Asset Management, LP History No change 2,460 191 0.11% 0.11% 1176 0 0.0% Q2 2026 Aug 03, 2026
PINNEY & SCOFIELD, INC. History No change 2,414 188 0.09% 0.09% 1177 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 2,358 183 0.02% 0.02% 1178 0 0.0% Q2 2026 Jul 22, 2026
Richard W. Paul & Associates, LLC History No change 2,314 180 0.06% 0.06% 1179 0 0.0% Q2 2026 Aug 10, 2026
Ares Financial Consulting, LLC History No change 2,300 179 0.13% 0.13% 1180 0 0.0% Q2 2026 Jul 09, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 2,245 174 0.07% 0.07% 1181 0 0.0% Q2 2026 Sep 18, 2026
Blume Capital Management, Inc. History No change 2,200 171 0.03% 0.03% 1182 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 2,175 169 0.05% 0.05% 1183 0 0.0% Q2 2026 Jul 23, 2026
Roble, Belko & Company, Inc History No change 1,890 147 0.02% 0.02% 1184 0 0.0% Q2 2026 Jul 24, 2026
MeadowBrook Investment Advisors LLC History No change 1,825 139 0.11% 0.11% 1185 0 0.0% Q2 2026 Jul 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,782 138 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 16, 2026
ESL Trust Services, LLC History No change 1,780 138 0.02% 0.02% 1187 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 1,764 137 0.08% 0.08% 1188 0 0.0% Q2 2026 Aug 05, 2026
Oakmont Advisory Group, LLC History No change 1,764 137 0.12% 0.12% 1189 0 0.0% Q2 2026 Aug 03, 2026
Beacon Financial Strategies CORP History No change 1,704 132 0.07% 0.07% 1190 0 0.0% Q2 2026 Jul 08, 2026
Pioneer Family Office, LLC History No change 1,637 127 0.07% 0.07% 1191 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 1,628 126 0.05% 0.05% 1192 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History Added to 1,646 125 0.01% 0.01% 1193 +6 0.37% Q3 2026 Oct 01, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,530 119 0.02% 0.02% 1194 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 1,540 119 0.02% 0.02% 1195 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,495 117 0.03% 0.03% 1196 0 0.0% Q2 2026 Jul 30, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,480 114 0.02% 0.02% 1197 0 0.0% Q2 2026 Jul 27, 2026
Addison Advisors LLC History No change 1,472 114 0.05% 0.05% 1198 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 1,460 113 0.03% 0.03% 1199 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 1,445 112 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,442 112 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 1,429 111 0.0% 0.0% 1202 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 1,404 109 0.05% 0.05% 1203 0 0.0% Q2 2026 Jul 17, 2026
Dunhill Financial, LLC History No change 1,368 106 0.02% 0.02% 1204 0 0.0% Q2 2026 Aug 07, 2026
Community Bank, N.A. History No change 1,350 105 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,349 105 0.01% 0.01% 1206 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 1,330 103 0.01% 0.01% 1207 0 0.0% Q2 2026 Aug 04, 2026
Pacifica Partners Inc. History No change 1,292 100 0.03% 0.03% 1208 0 0.0% Q2 2026 Jul 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,280 99 0.07% 0.07% 1209 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 1,200 93 0.01% 0.01% 1210 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 1,183 92 0.02% 0.02% 1211 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL TRUST Co History No change 1,159 90 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 31, 2026
Global Trust Asset Management, LLC History No change 1,147 89 0.03% 0.03% 1213 0 0.0% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 1,121 87 0.05% 0.05% 1214 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 1,099 84 0.01% 0.01% 1215 0 0.0% Q2 2026 Aug 12, 2026
Robinson Value Management, Ltd. History No change 1,066 83 0.04% 0.04% 1216 0 0.0% Q2 2026 Aug 10, 2026
Clean Yield Group History No change 1,064 82 0.02% 0.02% 1217 0 0.0% Q2 2026 Aug 05, 2026
Align Financial, LLC History No change 1,059 82 0.04% 0.04% 1218 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 1,045 81 0.04% 0.04% 1219 0 0.0% Q2 2026 Jul 15, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 1,019 79 0.02% 0.02% 1220 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 1,018 79 0.03% 0.03% 1221 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History New 1,031 78 0.01% — 1223 +1,031 New Q3 2026 Oct 07, 2026
Front Row Advisors LLC History No change 1,007 78 0.02% 0.02% 1222 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 971 75 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 17, 2026
First Pacific Financial History No change 954 74 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 20, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 945 73 0.04% 0.04% 1226 0 0.0% Q2 2026 Jul 21, 2026
Birchwood Financial Partners, Inc. History No change 900 70 0.06% 0.06% 1227 0 0.0% Q2 2026 Aug 06, 2026
DecisionPoint Financial, LLC History No change 891 69 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 05, 2026
Providence Capital Advisors, LLC History No change 875 68 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 11, 2026
Signature Resources Capital Management, LLC History No change 855 66 0.03% 0.03% 1230 0 0.0% Q2 2026 Jul 13, 2026
Ameritas Investment Partners, Inc. History No change 847 65 0.0% 0.0% 1231 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 825 64 0.01% 0.01% 1232 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 820 63 0.01% 0.01% 1233 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 787 61 0.04% 0.04% 1234 0 0.0% Q2 2026 Jul 27, 2026
Aventura Private Wealth, LLC History No change 761 59 0.02% 0.02% 1235 0 0.0% Q2 2026 Jul 15, 2026
TOMPKINS FINANCIAL CORP History No change 768 58 0.0% 0.0% 1236 0 0.0% Q3 2026 Oct 05, 2026
Pacific Center for Financial Services History No change 733 57 0.01% 0.01% 1237 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 717 55 0.0% 0.0% 1238 0 0.0% Q2 2026 Aug 06, 2026
Dixon Mitchell Investment Counsel Inc. History No change 707 55 0.0% 0.0% 1239 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 679 52 0.0% 0.0% 1240 0 0.0% Q2 2026 Jul 23, 2026
Caitlin John, LLC History No change 674 52 0.03% 0.03% 1241 0 0.0% Q2 2026 Aug 17, 2026
Godfrey Financial Associates, Inc. History No change 671 52 0.04% 0.04% 1242 0 0.0% Q2 2026 Aug 11, 2026
Glen Eagle Advisors, LLC History No change 664 51 0.01% 0.01% 1243 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 664 51 0.03% 0.03% 1244 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 650 50 0.02% 0.02% 1245 0 0.0% Q2 2026 Jul 30, 2026
Atomic Invest LLC History No change 652 50 0.0% 0.0% 1246 0 0.0% Q2 2026 Sep 25, 2026
Ascentis Independent Advisors History No change 634 49 0.13% 0.13% 1247 0 0.0% Q2 2026 Aug 04, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 625 48 0.02% 0.02% 1248 0 0.0% Q2 2026 Jul 22, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 621 48 0.02% 0.02% 1249 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 600 47 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 29, 2026
SHP Wealth Management History No change 611 47 0.0% 0.0% 1251 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 590 46 0.0% 0.0% 1252 0 0.0% Q2 2026 Aug 13, 2026
Orion Capital Management LLC History No change 599 46 0.01% 0.01% 1253 0 0.0% Q2 2026 Aug 17, 2026
Comprehensive Financial Planning, Inc./PA History No change 602 46 0.02% 0.02% 1254 0 0.0% Q2 2026 Aug 10, 2026
Ankerstar Wealth, LLC History No change 599 46 0.04% 0.04% 1255 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 585 45 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 04, 2026
Creative Capital Management Investments LLC History No change 583 45 0.01% 0.01% 1257 0 0.0% Q2 2026 Jul 24, 2026
Guardian Partners Inc. History No change 550 42 0.0% 0.0% 1258 0 0.0% Q2 2026 Jul 29, 2026
Y.D. More Investments Ltd History No change 508 39 0.0% 0.0% 1259 0 0.0% Q2 2026 Aug 05, 2026
Horrell Capital Management, Inc. History No change 485 37 0.02% 0.02% 1260 0 0.0% Q2 2026 Jul 16, 2026
SOA Wealth Advisors, LLC. History No change 467 36 0.01% 0.01% 1261 0 0.0% Q2 2026 Jul 21, 2026
WEST PACES ADVISORS INC. History No change 467 36 0.01% 0.01% 1262 0 0.0% Q2 2026 Jul 17, 2026
Center for Financial Planning, Inc. History No change 450 35 0.0% 0.0% 1263 0 0.0% Q2 2026 Jul 21, 2026
JNBA Financial Advisors History No change 439 34 0.0% 0.0% 1264 0 0.0% Q2 2026 Jul 23, 2026
Frazier Financial Advisors, LLC History No change 440 34 0.02% 0.02% 1265 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 427 33 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 24, 2026
Investors Research Corp History No change 424 32 0.01% 0.01% 1267 0 0.0% Q3 2026 Oct 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 410 31 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 08, 2026
LOWE BROCKENBROUGH & CO INC History No change 389 30 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 03, 2026
Fourth Dimension Wealth, LLC History No change 397 30 0.01% 0.01% 1270 0 0.0% Q2 2026 Jul 31, 2026
Colonial Trust Advisors History No change 375 29 0.0% 0.0% 1271 0 0.0% Q2 2026 Aug 11, 2026
Cassaday & Co Wealth Management LLC History No change 350 27 0.0% 0.0% 1272 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Capital Management, LLC History No change 347 27 0.01% 0.01% 1273 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 336 26 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 30, 2026
Bangor Savings Bank History No change 333 25 0.0% 0.0% 1275 0 0.0% Q3 2026 Oct 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 325 25 0.01% 0.01% 1276 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 327 25 0.02% 0.02% 1277 0 0.0% Q2 2026 Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 318 24 0.02% 0.02% 1278 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 291 22 0.0% 0.0% 1279 0 0.0% Q3 2026 Oct 01, 2026
ATLAS CAPITAL ADVISORS INC. History No change 271 21 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 13, 2026
Transce3nd, LLC History No change 282 21 0.19% 0.19% 1281 0 0.0% Q2 2026 Jul 24, 2026
Bernard Wealth Management Corp. History No change 277 21 0.01% 0.01% 1282 0 0.0% Q2 2026 Aug 21, 2026
TIAA Wealth Investment Management LLC History No change 271 21 0.0% 0.0% 1283 0 0.0% Q2 2026 Aug 10, 2026
Tower View Wealth Management LLC History No change 263 20 0.01% 0.01% 1284 0 0.0% Q2 2026 Jul 24, 2026
SITTNER & NELSON, LLC History No change 263 20 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 07, 2026
Bogart Wealth, LLC History No change 256 19 0.0% 0.0% 1286 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 256 19 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 250 19 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History Reduced 240 18 0.0% 0.01% 1290 -80 -25.0% Q3 2026 Oct 06, 2026
Capital Investment Counsel, Inc History No change 235 18 0.0% 0.0% 1289 0 0.0% Q2 2026 Jul 27, 2026
Longview Financial Advisors LLC History No change 240 18 0.01% 0.01% 1291 0 0.0% Q2 2026 Jul 14, 2026
Nemes Rush Group LLC History No change 226 17 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 220 17 0.01% 0.01% 1293 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 221 17 0.01% 0.01% 1294 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 230 17 0.06% 0.06% 1295 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 211 16 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 23, 2026
Prudent Man Investment Management, Inc. History No change 204 16 0.01% 0.01% 1297 0 0.0% Q2 2026 Jul 28, 2026
BAYBAN History No change 211 16 0.01% 0.01% 1298 0 0.0% Q2 2026 Jul 30, 2026
HM PAYSON & CO History No change 194 15 0.0% 0.0% 1299 0 0.0% Q2 2026 Jul 17, 2026
Key FInancial Inc History No change 193 15 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 24, 2026
Park Place Capital Corp History No change 200 15 0.0% 0.0% 1301 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Resources Advisor Group, Inc. History No change 198 15 0.01% 0.01% 1302 0 0.0% Q2 2026 Jul 29, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 200 15 0.01% 0.01% 1303 0 0.0% Q2 2026 Aug 05, 2026
North Star Investment Management Corp. History No change 188 14 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 182 14 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 190 14 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 17, 2026
Vision Retirement, LLC History No change 191 14 0.0% 0.0% 1307 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds Capital Management, LLC History No change 170 13 0.0% 0.0% 1308 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 171 13 0.0% 0.0% 1309 0 0.0% Q2 2026 Jul 28, 2026
Bare Financial Services, Inc History No change 170 13 0.0% 0.0% 1310 0 0.0% Q2 2026 Jul 27, 2026
Peachtree Investment Partners, LLC History No change 156 12 0.0% 0.0% 1311 0 0.0% Q2 2026 Aug 06, 2026
Medallion Wealth Advisors, LLC History No change 155 12 0.0% 0.0% 1312 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 154 11 0.01% 0.01% 1313 0 0.0% Q2 2026 Aug 04, 2026
TOEWS CORP /ADV History No change 132 10 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 135 10 0.0% 0.0% 1315 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 130 10 0.0% 0.0% 1316 0 0.0% Q2 2026 Jul 27, 2026
Investment Research & Advisory Group, Inc. History No change 140 10 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 23, 2026
SOFI WEALTH, LLC History No change 130 10 0.0% 0.0% 1318 0 0.0% Q2 2026 Aug 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 125 9 0.0% 0.0% 1319 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History No change 114 9 0.0% 0.0% 1320 0 0.0% Q3 2026 Oct 02, 2026
TSFG, LLC History No change 112 9 0.0% 0.0% 1321 0 0.0% Q2 2026 Jul 23, 2026
Lloyd Advisory Services, LLC. History No change 105 8 0.0% 0.0% 1322 0 0.0% Q2 2026 Aug 07, 2026
Cordant, Inc. History No change 114 8 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 14, 2026
WOLFF WIESE MAGANA LLC History No change 103 8 0.0% 0.0% 1324 0 0.0% Q2 2026 Jul 13, 2026
Covestor Ltd History No change 96 8 0.0% 0.0% 1325 0 0.0% Q2 2026 Aug 07, 2026
KERR FINANCIAL PLANNING Corp History No change 116 8 0.01% 0.01% 1326 0 0.0% Q2 2026 Jul 02, 2026
Advocate Investing Services LLC History No change 103 8 0.01% 0.01% 1327 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 92 7 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 96 7 0.0% 0.0% 1329 0 0.0% Q2 2026 Aug 14, 2026
Coston, McIsaac & Partners History No change 97 7 0.0% 0.0% 1330 0 0.0% Q2 2026 Aug 12, 2026
Arlington Trust Co LLC History No change 102 7 0.0% 0.0% 1331 0 0.0% Q2 2026 Jul 07, 2026
Rakuten Securities, Inc. History No change 100 7 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 11, 2026
Darwin Wealth Management, LLC History No change 89 6 0.0% 0.0% 1333 0 0.0% Q2 2026 Jul 21, 2026
Concord Wealth Partners History No change 77 6 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 27, 2026
Napier Financial, LLC History No change 79 6 0.0% 0.0% 1335 0 0.0% Q2 2026 Jul 31, 2026
MCDONALD PARTNERS LLC History No change 75 5 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 28, 2026
Quaker Wealth Management, LLC History No change 66 5 0.0% 0.0% 1337 0 0.0% Q2 2026 Jul 24, 2026
Pflug Koory, LLC History No change 67 5 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 21, 2026
Cedar Mountain Advisors, LLC History No change 70 5 0.0% 0.0% 1339 0 0.0% Q2 2026 Jul 02, 2026
4Thought Financial Group Inc. History No change 66 5 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 28, 2026
ADIRONDACK TRUST CO History No change 53 4 0.0% 0.0% 1341 0 0.0% Q2 2026 Jul 16, 2026
Westend Capital Management, LLC History No change 64 4 0.0% 0.0% 1342 0 0.0% Q2 2026 Aug 07, 2026
Indiana Trust & Investment Management Co History No change 48 3 0.0% 0.0% 1343 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 50 3 0.0% 0.0% 1344 0 0.0% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History No change 40 3 0.0% 0.0% 1345 0 0.0% Q2 2026 Jul 13, 2026
Manchester Capital Management LLC History No change 30 2 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 30 2 0.0% 0.0% 1347 0 0.0% Q2 2026 Jul 17, 2026
Oakworth Capital, Inc. History No change 27 2 0.0% 0.0% 1348 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL CONSULATE, INC History No change 35 2 0.0% 0.0% 1349 0 0.0% Q2 2026 Jul 23, 2026
Valued Wealth Advisors LLC History No change 26 2 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 20, 2026
GGM Financial LLC History No change 36 2 0.0% 0.0% 1351 0 0.0% Q2 2026 Jul 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 22 1 0.0% 0.0% 1352 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 25 1 0.0% 0.0% 1353 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 21 1 0.0% 0.0% 1354 0 0.0% Q2 2026 Aug 06, 2026
Smallwood Wealth Investment Management, LLC History No change 15 1 0.0% 0.0% 1355 0 0.0% Q2 2026 Jul 23, 2026
Strategic Advocates LLC History No change 21 1 0.0% 0.0% 1356 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 18 1 0.0% 0.0% 1357 0 0.0% Q2 2026 Jul 23, 2026
FSA Investment Group, LLC History Closed out 0 0 — 0.24% — -9,548 -100.0% Q3 2026 Oct 07, 2026
MATHER GROUP, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HOEY INVESTMENTS, INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Kroeger Financial Partners History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026