Dimensional ETF Trust - DFAC

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
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 73,219,086 3,247,998 4.01% 4.01% 1 0 0.0% Q2 2026 Aug 19, 2026
Forum Financial Management, LP History No change 42,594,541 1,889,493 24.27% 24.27% 2 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 42,128,827 1,868,834 1.91% 1.91% 3 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 18,533,056 822,126 0.18% 0.18% 4 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 17,607,276 781,058 6.62% 6.62% 5 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History Added to 17,175,406 775,984 9.84% 10.08% 6 +1,064,750 6.61% Q3 2026 Oct 08, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 13,812,388 612,717 0.14% 0.14% 7 0 0.0% Q2 2026 Sep 23, 2026
Savant Capital, LLC History No change 13,605,470 603,622 1.77% 1.77% 8 0 0.0% Q2 2026 Aug 10, 2026
Greenspring Advisors, LLC History No change 12,639,119 560,671 31.06% 31.06% 9 0 0.0% Q2 2026 Aug 11, 2026
Rockwood Wealth Management, LLC History No change 12,338,697 547,344 34.59% 34.59% 10 0 0.0% Q2 2026 Jul 13, 2026
SJS Investment Consulting Inc. History No change 9,377,832 416,000 45.28% 45.28% 11 0 0.0% Q2 2026 Jul 22, 2026
Geometric Wealth Advisors History No change 9,054,523 401,658 43.45% 43.45% 12 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 8,368,847 371,242 0.47% 0.47% 13 0 0.0% Q2 2026 Jul 29, 2026
Plancorp, LLC History No change 7,886,805 349,937 8.54% 8.54% 14 0 0.0% Q2 2026 Jul 14, 2026
Wealthspire Advisors, LLC History No change 7,548,752 334,862 1.84% 1.84% 15 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 7,065,425 313,422 25.74% 25.74% 16 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 6,707,000 297,522 15.17% 15.17% 17 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 6,464,130 286,748 1.22% 1.22% 18 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 5,948,676 263,883 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 5,886,102 261,107 1.21% 1.21% 20 0 0.0% Q2 2026 Aug 18, 2026
TFO Wealth Partners, LLC History No change 5,711,324 253,354 27.56% 27.56% 21 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 5,633,519 249,902 0.43% 0.43% 22 0 0.0% Q2 2026 Jul 30, 2026
Capstone Financial Advisors, Inc. History No change 5,543,948 245,929 11.98% 11.98% 23 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,381,782 238,735 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 5,249,890 232,885 0.23% 0.23% 25 0 0.0% Q2 2026 Aug 05, 2026
AWM CAPITAL, LLC History No change 5,181,625 229,856 18.41% 18.41% 26 0 0.0% Q2 2026 Jul 31, 2026
Vestmark Advisory Solutions, Inc. History No change 5,042,328 223,677 2.1% 2.1% 27 0 0.0% Q2 2026 Aug 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 4,929,596 218,676 17.29% 17.29% 28 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 4,893,413 217,071 6.83% 6.83% 29 0 0.0% Q2 2026 Jul 30, 2026
Modera Wealth Management, LLC History No change 4,811,065 213,418 2.28% 2.28% 30 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 4,515,601 200,312 9.99% 9.99% 31 0 0.0% Q2 2026 Jul 10, 2026
Baird Financial Group, Inc. History No change 4,466,378 198,128 0.27% 0.27% 32 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 4,464,536 198,046 12.46% 12.46% 33 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 4,429,007 196,472 0.24% 0.24% 34 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 4,319,715 191,628 0.23% 0.23% 35 0 0.0% Q2 2026 Aug 14, 2026
Stratos Investment Management, LLC History No change 4,248,964 188,484 6.81% 6.81% 36 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 4,246,503 188,374 1.59% 1.59% 37 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 4,201,813 186,392 1.16% 1.16% 38 0 0.0% Q2 2026 Jul 20, 2026
Pure Financial Advisors, LLC History No change 4,103,209 182,018 2.32% 2.32% 39 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 4,061,339 179,876 33.32% 33.32% 40 0 0.0% Q2 2026 Aug 05, 2026
Austin Asset Management Co Inc History No change 4,009,061 177,841 24.79% 24.79% 41 0 0.0% Q2 2026 Jul 31, 2026
Evanson Financial, LLC History No change 3,978,431 176,483 8.63% 8.63% 42 0 0.0% Q2 2026 Jul 07, 2026
Burton Enright Welch History No change 3,976,632 176,403 20.72% 20.72% 43 0 0.0% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History No change 3,935,874 174,595 0.24% 0.24% 44 0 0.0% Q2 2026 Aug 27, 2026
Rockbridge Investment Management, LCC History No change 3,841,280 170,399 13.84% 13.84% 45 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,821,991 169,543 19.89% 19.89% 46 0 0.0% Q2 2026 Jul 21, 2026
Onyx Financial Advisors, LLC History No change 3,784,124 167,863 60.48% 60.48% 47 0 0.0% Q2 2026 Jul 17, 2026
Triune Financial Partners, LLC History No change 3,775,213 167,468 34.97% 34.97% 48 0 0.0% Q2 2026 Aug 07, 2026
United Wealth Management, LLC History No change 3,775,121 167,464 37.68% 37.68% 49 0 0.0% Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,762,389 166,899 12.95% 12.95% 50 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 3,704,312 164,323 15.59% 15.59% 51 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 3,524,619 156,352 0.26% 0.26% 52 0 0.0% Q2 2026 Aug 14, 2026
von Borstel & Associates, Inc. History No change 3,511,436 155,767 31.94% 31.94% 53 0 0.0% Q2 2026 Aug 13, 2026
Integrity Advisory Solutions, LLC History No change 3,311,006 146,876 15.12% 15.12% 54 0 0.0% Q2 2026 Jul 31, 2026
Mariner, LLC History No change 3,300,037 146,377 0.15% 0.15% 55 0 0.0% Q2 2026 Aug 13, 2026
Millburn Ridgefield LLC /DE/ History No change 3,297,718 146,286 2.77% 2.77% 56 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 3,297,718 146,286 2.43% 2.43% 57 0 0.0% Q2 2026 Jul 24, 2026
Financial Engines Advisors L.L.C. History No change 3,264,547 144,815 0.26% 0.26% 58 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 3,238,499 143,659 4.2% 4.2% 59 0 0.0% Q2 2026 Jul 30, 2026
Syverson Strege & Co History No change 3,196,733 141,807 30.9% 30.9% 60 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,171,700 141,489 0.24% 0.24% 61 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 3,163,278 140,323 0.92% 0.92% 62 0 0.0% Q2 2026 Sep 08, 2026
ROYAL BANK OF CANADA History No change 3,088,455 137,003 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
BCU Wealth Advisors, LLC History No change 3,033,037 134,545 44.69% 44.69% 64 0 0.0% Q2 2026 Jul 14, 2026
Private Advisor Group, LLC History No change 3,018,667 133,908 0.61% 0.61% 65 0 0.0% Q2 2026 Jul 27, 2026
Core Wealth Management, Inc. History No change 2,990,705 132,667 37.29% 37.29% 66 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,984,095 132,374 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 14, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 2,950,978 131,170 21.22% 22.14% 68 -115,982 -3.78% Q3 2026 Oct 08, 2026
Altiora Financial Group, LLC History No change 2,886,811 128,058 20.18% 20.18% 69 0 0.0% Q2 2026 Aug 07, 2026
BetterWealth, LLC History No change 2,837,675 125,879 22.27% 22.27% 70 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 2,760,133 122,439 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,739,886 121,541 6.0% 6.0% 72 0 0.0% Q2 2026 Jul 20, 2026
RAM Investment Partners, LLC History No change 2,710,018 120,216 19.23% 19.23% 73 0 0.0% Q2 2026 Jul 29, 2026
Eaton-Cambridge Inc. History No change 2,605,730 115,590 32.49% 32.49% 74 0 0.0% Q2 2026 Jul 23, 2026
Discipline Wealth Solutions, LLC History No change 2,591,864 114,975 10.03% 10.03% 75 0 0.0% Q2 2026 Jul 21, 2026
HFM Investment Advisors, LLC History No change 2,582,339 114,552 40.17% 40.17% 76 0 0.0% Q2 2026 Aug 04, 2026
New Capital Management LP History No change 2,570,196 114,013 25.97% 25.97% 77 0 0.0% Q2 2026 Jul 14, 2026
Warwick Investment Management, Inc. History No change 2,547,034 112,986 12.68% 12.68% 78 0 0.0% Q2 2026 Jul 31, 2026
Kestra Advisory Services, LLC History No change 2,542,798 112,798 0.36% 0.36% 79 0 0.0% Q2 2026 Jul 28, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,512,144 111,438 27.45% 27.45% 80 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,459,442 109,100 3.41% 3.41% 81 0 0.0% Q2 2026 Jul 31, 2026
KEB ASSET MANAGEMENT, LLC History No change 2,393,443 106,173 17.19% 17.19% 82 0 0.0% Q2 2026 Jul 14, 2026
TCI Wealth Advisors, Inc. History No change 2,382,827 105,702 4.57% 4.57% 83 0 0.0% Q2 2026 Jul 29, 2026
Parkshore Wealth Management, Inc. History No change 2,373,136 105,272 30.24% 30.24% 84 0 0.0% Q2 2026 Aug 07, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 2,367,747 105,033 25.59% 25.59% 85 0 0.0% Q2 2026 Jul 09, 2026
MASECO LLP History No change 2,365,428 104,894 2.95% 2.95% 86 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Partners, LLC History No change 2,351,350 104,305 12.63% 12.63% 87 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 2,298,403 101,957 8.2% 8.2% 88 0 0.0% Q2 2026 Jul 14, 2026
Heritage Investment Group, Inc. History No change 2,294,074 101,765 13.67% 13.67% 89 0 0.0% Q2 2026 Jul 29, 2026
Ruedi Wealth Management, Inc. History No change 2,293,774 101,751 23.87% 23.87% 90 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 2,291,061 101,631 0.3% 0.3% 91 0 0.0% Q2 2026 Aug 12, 2026
SC&H Financial Advisors, Inc. History No change 2,228,328 98,848 13.11% 13.11% 92 0 0.0% Q2 2026 Aug 04, 2026
Sensible Money, LLC History No change 2,221,756 98,557 26.13% 26.13% 93 0 0.0% Q2 2026 Jul 30, 2026
ShankerValleau Wealth Advisors, Inc. History No change 2,197,279 97,471 25.68% 25.68% 94 0 0.0% Q2 2026 Jul 09, 2026
Verisail Partners, LLC History No change 2,176,870 96,565 35.8% 35.8% 95 0 0.0% Q2 2026 Jul 14, 2026
Monument Group Wealth Advisors, LLC History No change 2,159,082 95,776 45.97% 45.97% 96 0 0.0% Q2 2026 Jul 27, 2026
Prudent Man Investment Management, Inc. History No change 2,373,152 93,953 32.05% 32.05% 97 0 0.0% Q2 2026 Jul 28, 2026
Porter White Investment Advisors, Inc. History No change 2,100,973 93,199 35.88% 35.88% 98 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History Added to 2,068,899 91,962 0.65% 0.53% 99 +536,494 35.01% Q3 2026 Oct 08, 2026
Warburton Capital Management, LLC History No change 2,055,556 91,184 37.09% 37.09% 100 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 2,045,963 90,267 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
VANCE WEALTH, LLC History No change 2,006,543 89,010 20.06% 20.06% 102 0 0.0% Q2 2026 Aug 14, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 1,981,550 87,901 26.45% 26.45% 103 0 0.0% Q2 2026 Aug 07, 2026
One Degree Advisors Inc History No change 1,977,629 87,589 19.55% 19.55% 104 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 1,970,881 87,428 1.63% 1.63% 105 0 0.0% Q2 2026 Aug 11, 2026
Safeguard Investment Advisory Group, LLC History No change 1,926,531 85,460 19.73% 19.73% 106 0 0.0% Q2 2026 Aug 13, 2026
Mattern Wealth Management LLC History No change 1,895,431 84,081 13.8% 13.8% 107 0 0.0% Q2 2026 Jul 23, 2026
Financial Symmetry Inc History Added to 1,885,399 83,805 26.77% 26.29% 108 +109,635 6.17% Q3 2026 Oct 06, 2026
Cetera Investment Advisers History No change 1,883,919 83,570 0.08% 0.08% 109 0 0.0% Q2 2026 Aug 12, 2026
Straight Path Wealth Management History No change 1,883,822 83,566 19.53% 19.53% 110 0 0.0% Q2 2026 Jul 27, 2026
SAX WEALTH ADVISORS, LLC History No change 2,149,185 83,517 3.4% 3.4% 111 0 0.0% Q2 2026 Jul 09, 2026
CAPSTONE CAPITAL LLC History No change 1,873,234 83,096 47.46% 47.46% 112 0 0.0% Q2 2026 Jul 21, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 1,873,218 83,095 34.63% 34.63% 113 0 0.0% Q2 2026 Aug 11, 2026
Planning Center, Inc. History No change 1,868,514 82,887 7.82% 7.82% 114 0 0.0% Q2 2026 Jul 29, 2026
BAKER BOYER NATIONAL BANK History No change 1,867,814 82,856 22.76% 22.76% 115 0 0.0% Q2 2026 Jul 27, 2026
WNY Asset Management, LLC History No change 1,867,759 82,853 7.4% 7.4% 116 0 0.0% Q2 2026 Aug 17, 2026
HB Wealth Management, LLC History No change 1,821,322 80,793 0.45% 0.45% 117 0 0.0% Q2 2026 Jul 29, 2026
Chico Wealth RIA History No change 1,806,421 80,132 41.75% 41.75% 118 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 1,759,594 78,055 18.01% 18.01% 119 0 0.0% Q2 2026 Jul 24, 2026
Shearwater Capital LLC History No change 1,713,356 76,004 36.29% 36.29% 120 0 0.0% Q2 2026 Jul 08, 2026
CLARIS ADVISORS, LLC / MO / History No change 1,699,992 75,411 19.69% 19.69% 121 0 0.0% Q2 2026 Jul 21, 2026
UBS Group AG History No change 1,696,703 75,265 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
WorthPointe, LLC History No change 1,695,187 75,198 18.87% 18.87% 123 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 1,679,450 74,500 0.98% 0.98% 124 0 0.0% Q2 2026 Jul 15, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 1,649,228 73,159 38.28% 38.28% 125 0 0.0% Q2 2026 Jul 20, 2026
Tillman Hartley LLC History No change 1,647,465 73,081 16.42% 16.42% 126 0 0.0% Q2 2026 Aug 06, 2026
Glassman Wealth Services History No change 1,631,862 72,389 8.67% 8.67% 127 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,592,347 70,636 0.73% 0.73% 128 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisors Northwest LLC History No change 1,584,943 70,308 23.98% 23.98% 129 0 0.0% Q2 2026 Jul 14, 2026
Morton Capital Management LLC/CA History No change 1,583,859 70,260 9.61% 9.61% 130 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 1,581,492 70,154 0.11% 0.11% 131 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 1,586,685 70,004 2.28% 2.28% 132 0 0.0% Q2 2026 Aug 12, 2026
Aspen Capital Management, LLC History No change 1,577,217 69,965 15.45% 15.45% 133 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 1,571,550 69,713 1.1% 1.1% 134 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Capital Advisors, Inc History No change 1,539,171 68,277 25.73% 25.73% 135 0 0.0% Q2 2026 Jul 23, 2026
Strathmore Capital Advisors, Inc. History No change 1,524,918 67,767 18.25% 18.25% 136 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 1,498,581 66,477 15.81% 15.81% 137 0 0.0% Q2 2026 Jul 16, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,445,497 64,122 1.07% 1.07% 138 0 0.0% Q2 2026 Aug 10, 2026
Cypress Point Wealth Management, LLC History No change 1,423,391 63,141 12.84% 12.84% 139 0 0.0% Q2 2026 Jul 17, 2026
Applied Capital LLC History No change 1,403,337 62,252 20.05% 20.05% 140 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 1,359,733 60,317 0.46% 0.46% 141 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 1,353,841 60,056 0.23% 0.23% 142 0 0.0% Q2 2026 Aug 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,348,360 59,813 7.89% 7.89% 143 0 0.0% Q2 2026 Jul 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,342,461 59,551 3.84% 3.84% 144 0 0.0% Q2 2026 Aug 14, 2026
Trust Co of the South History No change 1,301,185 57,720 8.13% 8.13% 145 0 0.0% Q2 2026 Jul 01, 2026
RS CRUM INC. History No change 1,299,487 57,645 10.81% 10.81% 146 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 1,297,981 57,578 0.07% 0.07% 147 0 0.0% Q2 2026 Aug 13, 2026
Midwest Heritage Bank, FSB History No change 1,280,771 56,814 16.11% 16.11% 148 0 0.0% Q2 2026 Jul 28, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 1,270,774 56,485 32.33% 32.19% 149 +27,011 2.17% Q3 2026 Oct 08, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 1,263,422 56,046 35.63% 35.63% 150 0 0.0% Q2 2026 Jul 31, 2026
Lauterbach Financial Advisors, LLC History No change 1,216,392 53,959 23.21% 23.21% 151 0 0.0% Q2 2026 Jul 27, 2026
Passive Capital Management, LLC. History No change 1,348,728 53,396 16.7% 16.7% 152 0 0.0% Q2 2026 Aug 10, 2026
Vannoy Advisory Group, Inc. History No change 1,199,876 53,226 30.08% 30.08% 153 0 0.0% Q2 2026 Jul 22, 2026
Johnson Wealth Management, LLC History No change 1,161,153 51,508 21.82% 21.82% 154 0 0.0% Q2 2026 Aug 06, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 1,161,033 51,503 13.42% 13.42% 155 0 0.0% Q2 2026 Jul 13, 2026
FMB WEALTH MANAGEMENT History No change 1,152,783 51,137 18.81% 18.81% 156 0 0.0% Q2 2026 Jul 27, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,147,238 50,891 4.88% 4.88% 157 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 1,144,856 50,785 8.78% 8.78% 158 0 0.0% Q2 2026 Jul 24, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 1,141,268 50,626 18.09% 18.09% 159 0 0.0% Q2 2026 Jul 23, 2026
Squire Investment Management Company, LLC History No change 1,139,447 50,545 12.17% 12.17% 160 0 0.0% Q2 2026 Jul 28, 2026
Momentous Wealth Management, Inc. History No change 1,136,713 50,424 25.84% 25.84% 161 0 0.0% Q2 2026 Aug 11, 2026
Rather & Kittrell, Inc. History No change 1,123,395 49,833 6.96% 6.96% 162 0 0.0% Q2 2026 Aug 12, 2026
Vestment Financial LLC History No change 1,118,049 49,686 22.27% 22.27% 163 0 0.0% Q2 2026 Jul 24, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,106,500 49,084 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,100,207 48,805 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 1,097,040 48,664 0.3% 0.3% 166 0 0.0% Q2 2026 Jul 20, 2026
Platform Wealth Management, LLC History No change 1,095,516 48,597 17.78% 17.78% 167 0 0.0% Q2 2026 Aug 10, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 1,089,916 48,348 12.65% 12.65% 168 0 0.0% Q2 2026 Jul 13, 2026
Equitable Holdings, Inc. History No change 1,085,010 48,131 0.29% 0.29% 169 0 0.0% Q2 2026 Aug 17, 2026
Mills Wealth Advisors LLC History No change 1,070,062 47,467 14.95% 14.95% 170 0 0.0% Q2 2026 Jul 07, 2026
Savvy Advisors, Inc. History No change 1,069,808 47,456 1.01% 1.01% 171 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,060,691 47,052 0.11% 0.11% 172 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 1,054,413 46,773 0.1% 0.1% 173 0 0.0% Q2 2026 Aug 07, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 1,049,483 46,555 13.87% 13.87% 174 0 0.0% Q2 2026 Aug 04, 2026
Capstone Wealth Management, Inc. History No change 1,040,325 46,242 34.71% 34.71% 175 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History No change 1,037,411 46,019 2.61% 2.61% 176 0 0.0% Q2 2026 Jul 14, 2026
Vantage Point Financial LLC History No change 1,035,049 45,914 14.0% 14.0% 177 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 1,027,009 45,558 1.29% 1.29% 178 0 0.0% Q2 2026 Aug 03, 2026
Pandowealth. LLC History No change 1,021,485 45,313 37.31% 37.31% 179 0 0.0% Q2 2026 Aug 19, 2026
IFG Advisory, LLC History No change 991,731 43,993 1.54% 1.54% 180 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 977,257 43,439 3.72% 3.79% 181 +23,240 2.44% Q3 2026 Oct 01, 2026
XY Planning Network, Inc. History No change 975,919 43,291 5.43% 5.43% 182 0 0.0% Q2 2026 Jul 14, 2026
Parker Financial LLC History No change 974,952 43,246 15.81% 15.81% 183 0 0.0% Q2 2026 Aug 03, 2026
Trellis Wealth Advisors LLC History No change 973,802 43,197 14.83% 14.83% 184 0 0.0% Q2 2026 Jul 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 973,262 43,173 0.53% 0.53% 185 0 0.0% Q2 2026 Jul 20, 2026
Vested Financial Planning, LLC History No change 965,539 42,831 28.77% 28.77% 186 0 0.0% Q2 2026 Aug 05, 2026
Cloud Capital Management, LLC History No change 962,620 42,698 15.58% 15.58% 187 0 0.0% Q2 2026 Aug 13, 2026
Schulz Wealth, LTD. History No change 953,100 42,279 21.83% 21.83% 188 0 0.0% Q2 2026 Aug 26, 2026
Arcadia Wealth Management, Inc. History No change 947,460 42,029 20.06% 20.06% 189 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History No change 929,843 41,247 9.57% 9.57% 190 0 0.0% Q2 2026 Jul 27, 2026
Lutz Financial Services LLC History No change 928,322 41,180 2.51% 2.51% 191 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 925,525 41,056 0.78% 0.78% 192 0 0.0% Q2 2026 Jul 09, 2026
CSP Financial Group, LLC History No change 925,242 41,043 34.98% 34.98% 193 0 0.0% Q2 2026 Jul 27, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 923,750 40,977 6.43% 6.43% 194 0 0.0% Q2 2026 Jul 23, 2026
Rachor Investment Advisory Services, LLC History No change 917,098 40,682 20.03% 20.03% 195 0 0.0% Q2 2026 Jul 16, 2026
DiNuzzo Private Wealth, Inc. History No change 917,087 40,681 4.02% 4.02% 196 0 0.0% Q2 2026 Jul 10, 2026
Watchman Group, Inc. History No change 916,418 40,652 9.09% 9.09% 197 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 896,427 39,765 4.51% 4.51% 198 0 0.0% Q2 2026 Jul 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 894,699 39,687 5.0% 5.0% 199 0 0.0% Q2 2026 Jul 27, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 885,725 39,290 14.28% 14.28% 200 0 0.0% Q2 2026 Jul 14, 2026
BCO Wealth Management LLC History No change 883,317 39,183 21.37% 21.37% 201 0 0.0% Q2 2026 Jul 14, 2026
Babb Wealth Advisors LLC History No change 880,703 39,067 18.83% 18.83% 202 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 877,257 38,915 0.05% 0.05% 203 0 0.0% Q2 2026 Jul 28, 2026
Old Peak Finance LLC History No change 876,762 38,893 18.83% 18.83% 204 0 0.0% Q2 2026 Aug 03, 2026
HTG Investment Advisors, Inc. History No change 871,463 38,658 9.91% 9.91% 205 0 0.0% Q2 2026 Aug 06, 2026
QUARRY HILL ADVISORS, LLC History No change 865,847 38,408 14.76% 14.76% 206 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 869,885 38,335 0.77% 0.77% 207 0 0.0% Q2 2026 Jul 29, 2026
Pacific Asset Management, LLC History No change 857,246 38,027 18.66% 18.66% 208 0 0.0% Q2 2026 Jul 27, 2026
TRB Wealth Management, LLC History No change 846,296 37,541 5.0% 5.0% 209 0 0.0% Q2 2026 Aug 11, 2026
B&D White Capital Company, LLC History No change 839,446 37,237 3.71% 3.71% 210 0 0.0% Q2 2026 Jul 31, 2026
Financial Alternatives, Inc History No change 834,859 37,034 18.25% 18.25% 211 0 0.0% Q2 2026 Aug 10, 2026
Outbound Financial Inc History No change 822,037 36,465 23.62% 23.62% 212 0 0.0% Q2 2026 Jul 15, 2026
CAPTRUST FINANCIAL ADVISORS History No change 815,457 36,173 0.06% 0.06% 213 0 0.0% Q2 2026 Aug 13, 2026
SwitchPoint Financial Planning, LLC History No change 814,210 36,118 20.85% 20.85% 214 0 0.0% Q2 2026 Aug 14, 2026
JP Wealth Management, Inc. History Reduced 812,398 36,111 22.88% 22.76% 215 -2,570 -0.32% Q3 2026 Oct 07, 2026
MilWealth Group LLC History No change 808,386 35,859 7.65% 7.65% 216 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 804,075 35,668 0.45% 0.45% 217 0 0.0% Q2 2026 Aug 13, 2026
Parkwoods Wealth Partners, LLC History No change 800,965 35,530 5.71% 5.71% 218 0 0.0% Q2 2026 Jul 27, 2026
Beacon Financial Strategies CORP History No change 790,070 35,047 17.42% 17.42% 219 0 0.0% Q2 2026 Jul 08, 2026
marrick wealth, LLC History No change 785,884 34,861 24.75% 24.75% 220 0 0.0% Q2 2026 Jul 14, 2026
Cambridge Financial Group, LLC History No change 785,237 34,833 10.99% 10.97% 221 0 0.0% Q3 2026 Oct 06, 2026
SCRATCH CAPITAL LLC History No change 783,242 34,744 17.24% 17.24% 222 0 0.0% Q2 2026 Jul 30, 2026
Aspen Wealth Management LLC History No change 778,572 34,537 5.87% 5.87% 223 0 0.0% Q2 2026 Jul 31, 2026
LifeGuide Financial Advisors, LLC History No change 777,969 34,510 9.83% 9.83% 224 0 0.0% Q2 2026 Jul 09, 2026
Wheels Up Wealth, Inc. History No change 776,633 34,451 29.21% 29.21% 225 0 0.0% Q2 2026 Jul 27, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 772,256 34,257 17.46% 17.46% 226 0 0.0% Q2 2026 Jul 20, 2026
New Dimensions Wealth Management, LLC History No change 748,344 33,196 25.07% 25.07% 227 0 0.0% Q2 2026 Aug 12, 2026
SageOak Financial, LLC History No change 746,357 33,108 21.53% 21.53% 228 0 0.0% Q2 2026 Jul 14, 2026
Peirce Capital Management, LLC History No change 746,235 33,102 12.14% 12.14% 229 0 0.0% Q2 2026 Jul 10, 2026
Financial Harvest, LLC History No change 735,332 32,619 13.49% 13.49% 230 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 733,058 32,518 1.49% 1.49% 231 0 0.0% Q2 2026 Jul 23, 2026
Robertson Stephens Wealth Management, LLC History No change 729,808 32,374 0.8% 0.8% 232 0 0.0% Q2 2026 Jul 29, 2026
AA Financial Advisors, LLC History No change 729,792 32,373 3.89% 3.89% 233 0 0.0% Q2 2026 Jul 17, 2026
Dynamic Advisor Solutions LLC History No change 728,217 32,303 0.92% 0.92% 234 0 0.0% Q2 2026 Jul 07, 2026
American Capital Advisory, LLC History No change 724,338 32,131 11.69% 11.69% 235 0 0.0% Q2 2026 Jul 28, 2026
Generations Wealth, LLC History No change 719,635 31,922 30.31% 30.31% 236 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 707,528 31,385 2.3% 2.3% 237 0 0.0% Q2 2026 Aug 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 806,981 31,364 3.92% 3.92% 238 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 705,804 31,309 0.46% 0.46% 239 0 0.0% Q2 2026 Jul 14, 2026
Longview Financial Advisors LLC History No change 704,896 31,269 15.45% 15.45% 240 0 0.0% Q2 2026 Jul 14, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 701,602 31,123 21.56% 21.56% 241 0 0.0% Q2 2026 Aug 11, 2026
RCS Financial Planning, LLC History No change 698,638 30,991 14.67% 14.67% 242 0 0.0% Q2 2026 Jul 22, 2026
Wolfstich Capital, LLC History No change 699,586 30,956 23.9% 23.9% 243 0 0.0% Q2 2026 Jul 24, 2026
Retirement Solution LLC History No change 696,213 30,884 6.04% 6.04% 244 0 0.0% Q2 2026 Aug 11, 2026
ABLE Financial Group, LLC History No change 694,969 30,828 5.17% 5.17% 245 0 0.0% Q2 2026 Jul 22, 2026
Aurelius Family Office LLC History No change 681,653 30,238 11.91% 11.91% 246 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 667,142 29,594 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 666,074 29,547 5.58% 5.58% 248 0 0.0% Q2 2026 Jul 15, 2026
MATHER GROUP, LLC. History No change 656,345 29,115 0.25% 0.25% 249 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 654,252 29,022 0.59% 0.59% 250 0 0.0% Q2 2026 Aug 06, 2026
Wealth Management Strategies, Inc. History No change 647,044 28,702 11.22% 11.22% 251 0 0.0% Q2 2026 Aug 17, 2026
CFS Investment Advisory Services, LLC History No change 646,249 28,596 1.91% 1.91% 252 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 630,644 27,975 1.28% 1.28% 253 0 0.0% Q2 2026 Aug 20, 2026
Acorn Wealth Advisors, LLC History No change 623,542 27,660 6.74% 6.74% 254 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 615,188 27,289 10.76% 10.76% 255 0 0.0% Q2 2026 Jul 13, 2026
Investment Advisory Group, LLC History No change 608,039 26,972 5.85% 5.85% 256 0 0.0% Q2 2026 Aug 06, 2026
Index Fund Advisors, Inc. History No change 604,324 26,807 1.06% 1.06% 257 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 600,995 26,660 1.78% 1.78% 258 0 0.0% Q2 2026 Aug 06, 2026
Daner Wealth Management, LLC History No change 576,229 26,633 14.44% 14.44% 259 0 0.0% Q2 2026 Aug 14, 2026
Optimus Capital Advisors, LLC History No change 600,087 26,619 14.3% 14.3% 260 0 0.0% Q2 2026 Jul 16, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 722,749 26,109 10.2% 10.2% 261 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 580,195 25,737 0.87% 0.87% 262 0 0.0% Q2 2026 Jul 24, 2026
Corus Family Wealth Advisors History No change 579,098 25,688 17.69% 17.69% 263 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Financial Group, LLC / IL History No change 575,309 25,520 6.23% 6.23% 264 0 0.0% Q2 2026 Jul 30, 2026
MORGAN STANLEY History No change 573,031 25,419 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 542,718 24,074 0.95% 0.95% 266 0 0.0% Q2 2026 Aug 13, 2026
tru Independence LLC History No change 534,791 23,723 10.37% 10.37% 267 0 0.0% Q2 2026 Aug 10, 2026
3 FACTOR INDEXING, LLC History No change 534,756 23,721 20.08% 20.08% 268 0 0.0% Q2 2026 Jul 08, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 530,816 23,547 6.31% 6.31% 269 0 0.0% Q2 2026 Jul 09, 2026
Vistica Wealth Advisors, LLC History No change 526,146 23,339 20.19% 20.19% 270 0 0.0% Q2 2026 Jul 27, 2026
Approach Retirement Advisors, LLC History No change 526,067 23,336 16.95% 16.95% 271 0 0.0% Q2 2026 Jul 15, 2026
COGENT STRATEGIC WEALTH LLC History No change 524,199 23,253 22.17% 22.17% 272 0 0.0% Q2 2026 Aug 11, 2026
Kilner Capital Advisors, LLC History No change 515,346 22,932 19.65% 19.65% 273 0 0.0% Q2 2026 Jul 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 512,692 22,743 2.3% 2.3% 274 0 0.0% Q2 2026 Sep 02, 2026
LEGACY FINANCIAL GROUP, INC. History No change 511,473 22,688 5.29% 5.29% 275 0 0.0% Q2 2026 Jul 30, 2026
Trajan Wealth LLC History No change 498,834 22,128 0.84% 0.84% 276 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 497,340 22,062 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 487,697 21,634 0.73% 0.73% 278 0 0.0% Q2 2026 Aug 06, 2026
Silver Oak Advisory Group, Inc. History No change 486,000 21,558 8.5% 8.5% 279 0 0.0% Q2 2026 Jul 31, 2026
JDH Wealth Management, LLC History No change 478,822 21,240 12.93% 12.93% 280 0 0.0% Q2 2026 Jul 22, 2026
PW ADVISORS, LLC \ FL History No change 478,235 21,214 14.16% 14.16% 281 0 0.0% Q2 2026 Aug 06, 2026
Kane Co Wealth Management, Inc. History No change 476,601 21,141 16.04% 16.04% 282 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 472,847 20,975 1.9% 1.9% 283 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 470,062 20,851 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Hill Investment Group Partners, LLC History No change 460,465 20,426 2.08% 2.08% 285 0 0.0% Q2 2026 Aug 12, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 455,590 20,209 10.94% 10.94% 286 0 0.0% Q2 2026 Aug 11, 2026
CPA Asset Management Group, LLC History No change 453,471 20,115 5.79% 5.79% 287 0 0.0% Q2 2026 Jul 09, 2026
WELLS FARGO & COMPANY/MN History No change 449,368 19,933 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
E6 Portfolios, LLC History No change 444,257 19,707 15.75% 15.75% 289 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 441,349 19,578 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 439,450 19,494 6.28% 6.28% 291 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 434,973 19,295 0.22% 0.22% 292 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 430,908 19,050 0.32% 0.32% 293 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 430,908 19,050 0.32% 0.32% 294 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 420,929 18,672 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 420,508 18,653 0.18% 0.18% 296 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 418,939 18,584 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 407,200 18,063 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 403,495 17,899 0.87% 0.87% 299 0 0.0% Q2 2026 Jul 31, 2026
ENTRUST FINANCIAL LLC History No change 401,893 17,827 11.56% 11.56% 300 0 0.0% Q2 2026 Jul 20, 2026
Aerodigm Wealth, LLC History No change 399,674 17,729 5.99% 5.99% 301 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History No change 399,130 17,705 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 397,467 17,631 0.13% 0.13% 303 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 396,464 17,587 0.68% 0.68% 304 0 0.0% Q2 2026 Jul 29, 2026
Capstone Wealth Management, LLC History No change 396,182 17,574 8.15% 8.15% 305 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 394,802 17,513 0.12% 0.12% 306 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 390,139 17,306 0.27% 0.27% 307 0 0.0% Q2 2026 Aug 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 384,140 17,040 7.94% 7.94% 308 0 0.0% Q2 2026 Jul 17, 2026
REGIONS FINANCIAL CORP History No change 381,545 16,925 0.1% 0.1% 309 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 380,631 16,884 0.78% 0.78% 310 0 0.0% Q2 2026 Aug 11, 2026
Five Oceans Advisors History No change 375,368 16,651 5.35% 5.35% 311 0 0.0% Q2 2026 Jul 15, 2026
Summit Wealth Group, LLC History No change 371,403 16,475 3.36% 3.36% 312 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 371,019 16,458 0.14% 0.14% 313 0 0.0% Q2 2026 Jul 27, 2026
Capital Group Private Client Services, Inc. History No change 370,731 16,445 0.23% 0.23% 314 0 0.0% Q2 2026 Aug 12, 2026
Sensenig Capital Advisors, Inc History No change 369,776 16,403 15.01% 15.01% 315 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 367,649 16,308 0.82% 0.82% 316 0 0.0% Q2 2026 Jul 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 365,285 16,204 11.38% 11.38% 317 0 0.0% Q2 2026 Aug 11, 2026
Pacific Park Financial, Inc. History No change 358,171 15,888 9.22% 9.22% 318 0 0.0% Q2 2026 Jul 21, 2026
Oceanside Advisors LLC History No change 352,356 15,630 7.89% 7.89% 319 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 352,103 15,619 0.16% 0.16% 320 0 0.0% Q2 2026 Aug 11, 2026
Cravens & Co Advisors, LLC History No change 351,782 15,605 10.48% 10.48% 321 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 345,559 15,329 0.03% 0.03% 322 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 339,130 15,043 1.77% 1.77% 323 0 0.0% Q2 2026 Jul 22, 2026
Two West Capital Advisors LLC History No change 338,967 14,934 7.42% 7.42% 324 0 0.0% Q2 2026 Jul 22, 2026
Donalies Financial Planning, LLC History No change 330,465 14,659 10.8% 10.8% 325 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 330,369 14,655 0.16% 0.16% 326 0 0.0% Q2 2026 Aug 04, 2026
Hassell Wealth Management, LLC History No change 331,630 14,604 4.48% 4.48% 327 0 0.0% Q2 2026 Jul 13, 2026
WealthSpring Partners, LLC History No change 327,536 14,529 12.49% 12.49% 328 0 0.0% Q2 2026 Aug 05, 2026
Family Office Research LLC History No change 321,210 14,248 5.34% 5.34% 329 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 320,820 14,230 1.45% 1.45% 330 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 320,192 14,203 0.35% 0.35% 331 0 0.0% Q2 2026 Jul 20, 2026
Triad Wealth Partners, LLC History No change 313,350 14,135 0.83% 0.83% 332 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Advisory Group LLC History No change 315,175 13,981 0.94% 0.94% 333 0 0.0% Q2 2026 Jul 17, 2026
Vigil Wealth Management, LLC History No change 312,798 13,875 9.9% 9.9% 334 0 0.0% Q2 2026 Aug 05, 2026
Ferguson Johnson Wealth Management Inc History No change 308,320 13,677 9.97% 9.97% 335 0 0.0% Q2 2026 Jul 31, 2026
BlackRock, Inc. History No change 306,439 13,593 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 303,987 13,484 0.21% 0.21% 337 0 0.0% Q2 2026 Jul 22, 2026
McLean Asset Management Corp History No change 302,109 13,440 1.78% 1.78% 338 0 0.0% Q2 2026 Aug 12, 2026
Cedar Wealth Management, LLC History No change 302,298 13,409 3.45% 3.45% 339 0 0.0% Q2 2026 Aug 12, 2026
Tortoise Investment Management, LLC History No change 300,547 13,332 0.99% 0.99% 340 0 0.0% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 300,502 13,330 2.51% 2.51% 341 0 0.0% Q2 2026 Sep 15, 2026
McCartney Wealth Management LLC History No change 300,110 13,312 10.09% 10.09% 342 0 0.0% Q2 2026 Aug 03, 2026
CreativeOne Wealth, LLC History No change 292,250 12,964 0.28% 0.28% 343 0 0.0% Q2 2026 Aug 13, 2026
Forthright Family Wealth Advisory LLC History No change 291,271 12,920 7.31% 7.31% 344 0 0.0% Q2 2026 Jul 16, 2026
AssuredPartners Investment Advisors, LLC History No change 289,397 12,837 1.24% 1.24% 345 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 287,707 12,762 0.13% 0.13% 346 0 0.0% Q2 2026 Jul 15, 2026
Gemmer Asset Management LLC History No change 287,705 12,762 0.86% 0.86% 347 0 0.0% Q2 2026 Jul 15, 2026
Great Waters Wealth Management History Reduced 285,686 12,698 1.14% 1.19% 348 -4,426 -1.53% Q3 2026 Oct 07, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 284,657 12,627 6.81% 6.81% 349 0 0.0% Q2 2026 Jul 24, 2026
HEFFERNAN ADVISORY, INC History No change 282,755 12,543 10.5% 10.5% 350 0 0.0% Q2 2026 Jul 21, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 282,692 12,540 8.49% 8.49% 351 0 0.0% Q2 2026 Jul 22, 2026
SEI INVESTMENTS CO History No change 282,580 12,535 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 281,245 12,476 0.17% 0.17% 353 0 0.0% Q2 2026 Jul 23, 2026
Mission Hills Financial Advisory, LLC History No change 281,251 12,476 5.48% 5.48% 354 0 0.0% Q2 2026 Aug 14, 2026
Essential Planning, LLC. History No change 279,959 12,418 3.51% 3.51% 355 0 0.0% Q2 2026 Aug 03, 2026
CONQUIS FINANCIAL LLC History No change 277,365 12,303 9.92% 9.92% 356 0 0.0% Q2 2026 Aug 13, 2026
Foundation Wealth Management, LLC\PA History No change 274,292 12,167 3.67% 3.67% 357 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 272,906 12,106 0.19% 0.19% 358 0 0.0% Q2 2026 Jul 28, 2026
VESTOR CAPITAL, LLC History No change 116,847 12,088 0.76% 0.76% 359 0 0.0% Q2 2026 Jul 28, 2026
SageView Advisory Group, LLC History No change 269,949 11,974 0.39% 0.39% 360 0 0.0% Q2 2026 Aug 10, 2026
BDFS Capital LLC History No change 267,655 11,873 5.16% 5.16% 361 0 0.0% Q2 2026 Jul 15, 2026
PFG Advisors History No change 264,770 11,745 0.59% 0.59% 362 0 0.0% Q2 2026 Jul 16, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 263,655 11,695 9.56% 9.56% 363 0 0.0% Q2 2026 Aug 05, 2026
Waterfront Wealth Inc. History No change 258,449 11,529 1.79% 1.79% 364 0 0.0% Q2 2026 Jul 30, 2026
Hippocratic Financial Advisors, LLC History No change 257,723 11,432 4.31% 4.31% 365 0 0.0% Q2 2026 Aug 03, 2026
Avion Wealth History No change 256,434 11,375 2.12% 2.12% 366 0 0.0% Q2 2026 Jul 31, 2026
Red Wave Investments LLC History No change 253,392 11,240 2.86% 2.86% 367 0 0.0% Q2 2026 Aug 05, 2026
Note Advisors, LLC History No change 253,344 11,238 4.87% 4.87% 368 0 0.0% Q2 2026 Aug 14, 2026
MB Generational Wealth, LLC History No change 252,167 11,186 5.49% 5.49% 369 0 0.0% Q2 2026 Jul 31, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 251,137 11,140 8.66% 8.66% 370 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Management, Inc. History No change 250,822 11,126 2.77% 2.77% 371 0 0.0% Q2 2026 Jul 30, 2026
Fort Point Capital Partners LLC History No change 246,063 10,915 0.76% 0.76% 372 0 0.0% Q2 2026 Aug 14, 2026
Factor Wealth Management LTD History Reduced 244,469 10,866 1.66% 1.64% 373 -708 -0.29% Q3 2026 Oct 08, 2026
Legacy Advisors, LLC History No change 238,363 10,573 0.99% 0.99% 374 0 0.0% Q2 2026 Jul 24, 2026
CITIZENS & NORTHERN CORP History No change 238,023 10,558 2.41% 2.41% 375 0 0.0% Q2 2026 Jul 17, 2026
SUTTON PLACE INVESTORS LLC History No change 237,209 10,522 5.09% 5.09% 376 0 0.0% Q2 2026 Aug 06, 2026
Avantax Planning Partners, Inc. History No change 236,925 10,509 0.26% 0.26% 377 0 0.0% Q2 2026 Jul 28, 2026
Arista Wealth Management, LLC History No change 233,536 10,359 1.12% 1.12% 378 0 0.0% Q2 2026 Jul 08, 2026
Broadhurst Jeffrey B History No change 230,443 10,222 21.75% 21.75% 379 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Reduced 226,373 10,062 0.26% 0.31% 380 -28,144 -11.06% Q3 2026 Oct 07, 2026
VSM Wealth Advisory, LLC History No change 223,945 9,934 2.64% 2.64% 381 0 0.0% Q2 2026 Jul 22, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 223,457 9,912 2.54% 2.54% 382 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 222,651 9,876 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 220,432 9,778 0.12% 0.12% 384 0 0.0% Q2 2026 Jul 17, 2026
POINCIANA ADVISORS GROUP, LLC History No change 192,085 9,778 7.26% 7.26% 385 0 0.0% Q2 2026 Jul 28, 2026
Investmark Advisory Group LLC History No change 218,483 9,691 3.68% 3.68% 386 0 0.0% Q2 2026 Aug 07, 2026
OPTIMA CAPITAL LLC History No change 218,467 9,691 3.82% 3.82% 387 0 0.0% Q2 2026 Jul 24, 2026
Woodside Wealth Management LLC History No change 218,412 9,688 6.75% 6.75% 388 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 215,191 9,545 0.7% 0.7% 389 0 0.0% Q2 2026 Jul 06, 2026
Freedom Financial Partners LLC History No change 213,839 9,485 3.09% 3.09% 390 0 0.0% Q2 2026 Aug 06, 2026
Selective Wealth Management, Inc. History No change 209,906 9,275 2.43% 2.43% 391 0 0.0% Q2 2026 Jul 20, 2026
Asset Advisory Group, Inc. History No change 209,020 9,272 4.05% 4.05% 392 0 0.0% Q2 2026 Jul 09, 2026
Bridgewater Advisors Inc. History No change 204,444 9,222 0.5% 0.5% 393 0 0.0% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History No change 202,416 8,979 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
Arnold Financial Planning LLC History No change 199,973 8,870 6.61% 6.61% 395 0 0.0% Q2 2026 Jul 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 199,485 8,849 2.71% 2.71% 396 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 193,784 8,596 1.97% 1.97% 397 0 0.0% Q2 2026 Jul 08, 2026
Foundry Financial LLC History No change 193,597 8,587 2.89% 2.89% 398 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 193,956 8,491 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 188,069 8,342 0.43% 0.43% 400 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 181,326 8,043 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 03, 2026
Canvas Wealth Advisors, LLC History No change 181,125 8,034 1.12% 1.12% 402 0 0.0% Q2 2026 Jul 10, 2026
Archford Capital Strategies, LLC History No change 180,859 8,022 0.81% 0.81% 403 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 178,911 7,936 0.12% 0.12% 404 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Hoffman & Company, LLC. History No change 178,818 7,932 0.17% 0.17% 405 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 177,677 7,881 0.53% 0.53% 406 0 0.0% Q2 2026 Aug 04, 2026
IFG Advisors, LLC History No change 177,675 7,881 1.09% 1.09% 407 0 0.0% Q2 2026 Jul 22, 2026
Inspire Advisors, LLC History No change 177,566 7,876 0.55% 0.55% 408 0 0.0% Q2 2026 Aug 13, 2026
Austin Wealth Management, LLC History No change 175,594 7,759 1.64% 1.64% 409 0 0.0% Q2 2026 Jul 22, 2026
HBE Wealth Management, LLC History No change 172,746 7,662 5.5% 5.5% 410 0 0.0% Q2 2026 Jul 13, 2026
Financial Council, LLC History No change 172,628 7,657 2.48% 2.48% 411 0 0.0% Q2 2026 Aug 04, 2026
Wealth Architects, LLC History No change 170,302 7,554 0.6% 0.6% 412 0 0.0% Q2 2026 Jul 23, 2026
HMV Wealth Advisors, LLC History No change 168,530 7,475 2.91% 2.91% 413 0 0.0% Q2 2026 Jul 13, 2026
First Financial Group Corp History No change 168,239 7,463 5.39% 5.39% 414 0 0.0% Q2 2026 Jul 15, 2026
Prospect Financial Group LLC History No change 165,652 7,348 5.92% 5.92% 415 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 165,445 7,339 0.81% 0.81% 416 0 0.0% Q2 2026 Aug 10, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 164,817 7,311 1.25% 1.25% 417 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 162,195 7,194 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 161,413 7,160 0.08% 0.08% 419 0 0.0% Q2 2026 Aug 04, 2026
Montis Financial, LLC History No change 160,431 7,116 1.45% 1.45% 420 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 158,872 7,047 0.1% 0.1% 421 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 156,381 6,937 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 153,627 6,814 0.22% 0.22% 423 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group, Inc. History No change 152,808 6,778 3.56% 3.56% 424 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 152,590 6,768 0.07% 0.07% 425 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 152,495 6,764 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 14, 2026
TRUE BLUE FINANCIAL, LLC History No change 151,468 6,719 2.84% 2.84% 427 0 0.0% Q2 2026 Jul 17, 2026
Integrity Wealth Solutions LLC History No change 150,627 6,681 2.47% 2.47% 428 0 0.0% Q2 2026 Jul 30, 2026
Aprio Wealth Management, LLC History No change 150,417 6,672 0.33% 0.33% 429 0 0.0% Q2 2026 Jul 24, 2026
GEM Asset Management, LLC History No change 149,660 6,638 2.61% 2.61% 430 0 0.0% Q2 2026 Jul 21, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 149,091 6,613 0.87% 0.87% 431 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History No change 148,441 6,584 0.69% 0.69% 432 0 0.0% Q2 2026 Jul 22, 2026
Great Lakes Retirement, Inc. History No change 145,663 6,461 0.57% 0.57% 433 0 0.0% Q2 2026 Jul 30, 2026
Ariadne Wealth Management, LP History No change 144,370 6,404 2.83% 2.83% 434 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 144,201 6,396 0.21% 0.21% 435 0 0.0% Q2 2026 Aug 14, 2026
McGrath & Associates, Inc. History No change 143,023 6,344 8.26% 8.26% 436 0 0.0% Q2 2026 Jul 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 142,960 6,342 0.07% 0.07% 437 0 0.0% Q2 2026 Aug 14, 2026
Kaufman Rossin Wealth, LLC History No change 142,667 6,340 3.0% 3.0% 438 0 0.0% Q2 2026 Jul 16, 2026
Oath Planning, LLC History No change 142,805 6,334 4.7% 4.7% 439 0 0.0% Q2 2026 Jul 24, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 141,178 6,262 4.92% 4.92% 440 0 0.0% Q2 2026 Jul 22, 2026
Beckerman Institutional, LLC History No change 140,672 6,240 2.97% 2.97% 441 0 0.0% Q2 2026 Aug 11, 2026
Werba Rubin Papier Wealth Management History No change 139,544 6,190 0.75% 0.75% 442 0 0.0% Q2 2026 Jul 27, 2026
Clark Asset Management, LLC History No change 139,264 6,177 0.48% 0.48% 443 0 0.0% Q2 2026 Jul 07, 2026
NORTHERN TRUST CORP History No change 138,448 6,141 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
WPWealth LLP History No change 137,866 6,115 0.91% 0.91% 445 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 136,142 6,039 0.72% 0.72% 446 0 0.0% Q2 2026 Jul 20, 2026
NICOLET BANKSHARES INC History No change 135,626 6,028 0.19% 0.19% 447 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 134,821 5,980 0.18% 0.18% 448 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 134,260 5,955 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 12, 2026
Valued Wealth Advisors LLC History No change 134,138 5,950 2.16% 2.16% 450 0 0.0% Q2 2026 Jul 20, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 133,777 5,946 1.16% 1.34% 451 -8,788 -6.16% Q3 2026 Oct 05, 2026
Everest Financial Group LLC History No change 133,876 5,938 0.8% 0.8% 452 0 0.0% Q2 2026 Aug 10, 2026
Tranquilli Financial Advisor LLC History No change 131,766 5,845 3.15% 3.15% 453 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 131,034 5,812 0.07% 0.07% 454 0 0.0% Q2 2026 Jul 22, 2026
ENTREWEALTH, LLC History No change 126,931 5,790 2.15% 2.15% 455 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc. /CA/ History No change 127,308 5,647 2.15% 2.15% 456 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 127,170 5,641 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 13, 2026
BlueSky Wealth Advisors, LLC History No change 126,647 5,618 0.65% 0.65% 458 0 0.0% Q2 2026 Jul 28, 2026
Caerus Investment Advisors, LLC History No change 126,041 5,591 1.86% 1.86% 459 0 0.0% Q2 2026 Aug 14, 2026
RVW Wealth, LLC History Reduced 125,191 5,564 0.36% 0.37% 460 -585 -0.47% Q3 2026 Oct 06, 2026
NorthRock Partners, LLC History No change 124,735 5,533 0.08% 0.08% 461 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 124,557 5,525 0.19% 0.19% 462 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 123,356 5,472 0.44% 0.44% 463 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 122,184 5,450 0.52% 0.52% 464 0 0.0% Q2 2026 Jul 14, 2026
WESBANCO BANK INC History No change 122,457 5,432 0.14% 0.14% 465 0 0.0% Q2 2026 Jul 28, 2026
Nuveen, LLC History No change 120,776 5,357 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 11, 2026
Amicus Financial Advisors, LLC History No change 120,366 5,339 1.31% 1.31% 467 0 0.0% Q2 2026 Jul 20, 2026
Twin Cities Retirement Group LLC History No change 119,962 5,321 4.56% 4.56% 468 0 0.0% Q2 2026 Jul 07, 2026
Alpha Financial Advisors, LLC History No change 118,008 5,234 1.37% 1.37% 469 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 117,411 5,208 0.03% 0.03% 470 0 0.0% Q2 2026 Jul 24, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 117,013 5,190 0.99% 0.99% 471 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 116,457 5,166 0.05% 0.05% 472 0 0.0% Q2 2026 Aug 11, 2026
Arbor Wealth Advisors LLC History No change 115,776 5,146 3.2% 3.14% 473 0 0.0% Q3 2026 Oct 09, 2026
Atlas Private Wealth Advisors History No change 115,418 5,119 1.12% 1.12% 474 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 114,714 5,088 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 13, 2026
M Wealth Management, LLC History No change 114,363 5,073 3.98% 3.98% 476 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 113,131 5,018 0.28% 0.28% 477 0 0.0% Q2 2026 Aug 11, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 125,519 4,969 0.7% 0.7% 478 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 111,966 4,966 0.09% 0.09% 479 0 0.0% Q2 2026 Aug 14, 2026
BluePrint Investing LLC History No change 111,626 4,951 3.7% 3.7% 480 0 0.0% Q2 2026 Jul 17, 2026
VISTA CAPITAL PARTNERS, INC. History No change 109,727 4,867 0.43% 0.43% 481 0 0.0% Q2 2026 Jul 23, 2026
Bernicke Wealth Management, Ltd. History No change 109,734 4,867 0.57% 0.57% 482 0 0.0% Q2 2026 Aug 11, 2026
Clarity Capital Advisors, LLC History No change 108,954 4,833 2.03% 2.03% 483 0 0.0% Q2 2026 Jul 13, 2026
PDS Planning, Inc History No change 108,432 4,810 0.28% 0.28% 484 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 108,094 4,795 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 14, 2026
Everest Private Wealth History No change 108,049 4,793 1.79% 1.79% 486 0 0.0% Q2 2026 Aug 07, 2026
CURIO WEALTH, LLC History No change 107,931 4,787 1.49% 1.49% 487 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 107,410 4,764 0.09% 0.09% 488 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 106,698 4,733 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 10, 2026
McCarthy Asset Management, Inc. History No change 105,934 4,699 2.23% 2.23% 490 0 0.0% Q2 2026 Aug 10, 2026
Aegis Wealth Management LLC History No change 105,866 4,696 2.21% 2.21% 491 0 0.0% Q2 2026 Aug 07, 2026
Global Financial Private Client, LLC History No change 105,652 4,686 1.27% 1.27% 492 0 0.0% Q2 2026 Jul 20, 2026
Total Clarity Wealth Management, Inc. History No change 104,702 4,644 0.9% 0.9% 493 0 0.0% Q2 2026 Jul 23, 2026
Eaton Financial Holdings Company, LLC History No change 104,168 4,620 1.27% 1.27% 494 0 0.0% Q2 2026 Aug 04, 2026
Belleair Asset Management, LLC History No change 103,385 4,586 3.86% 3.86% 495 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 102,090 4,528 0.07% 0.07% 496 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 100,702 4,467 0.11% 0.11% 497 0 0.0% Q2 2026 Aug 05, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 99,616 4,418 0.37% 0.37% 498 0 0.0% Q2 2026 Jul 28, 2026
INTEGRATED WEALTHCARE, LLC History No change 99,593 4,417 3.3% 3.3% 499 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Management, LLC History No change 98,892 4,386 0.14% 0.14% 500 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 98,258 4,358 0.1% 0.1% 501 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 98,061 4,349 0.11% 0.11% 502 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 98,020 4,348 0.5% 0.5% 503 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 97,216 4,312 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 12, 2026
Nautilus Advisors LLC History Added to 96,740 4,300 2.6% 2.51% 505 +1,430 1.5% Q3 2026 Oct 06, 2026
M Holdings Securities, Inc. History No change 97,176 4,277 0.59% 0.59% 506 0 0.0% Q2 2026 Aug 11, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 95,848 4,251 3.48% 3.48% 507 0 0.0% Q2 2026 Jul 21, 2026
Orion Capital Management LLC History No change 94,423 4,188 1.29% 1.29% 508 0 0.0% Q2 2026 Aug 17, 2026
C M BIDWELL & ASSOCIATES LTD History No change 94,128 4,175 1.71% 1.71% 509 0 0.0% Q2 2026 Aug 11, 2026
Intelligent Financial Strategies History No change 94,014 4,170 2.01% 2.01% 510 0 0.0% Q2 2026 Jul 23, 2026
City State Bank History No change 93,086 4,129 0.95% 0.95% 511 0 0.0% Q2 2026 Jul 14, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 92,057 4,083 2.67% 2.67% 512 0 0.0% Q2 2026 Aug 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 91,829 4,073 5.55% 5.55% 513 0 0.0% Q2 2026 Aug 05, 2026
USAdvisors Wealth Management, LLC History No change 89,953 3,990 1.14% 1.14% 514 0 0.0% Q2 2026 Jul 29, 2026
Wedmont Private Capital History Added to 88,124 3,975 0.1% 0.09% 515 +11,445 14.93% Q3 2026 Oct 09, 2026
Altar Rock LLC History No change 89,044 3,950 5.77% 5.77% 516 0 0.0% Q2 2026 Sep 21, 2026
WEALTHSPAN PARTNERS, LLC History No change 88,666 3,933 1.24% 1.24% 517 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 88,528 3,927 0.06% 0.06% 518 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 86,924 3,855 1.2% 1.2% 519 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 86,724 3,847 0.21% 0.21% 520 0 0.0% Q2 2026 Aug 13, 2026
WestHill Financial Advisors, Inc. History No change 86,551 3,839 0.65% 0.65% 521 0 0.0% Q2 2026 Jul 21, 2026
Kure Advisory, LLC History Added to 85,980 3,821 1.77% 1.81% 522 +74 0.09% Q3 2026 Oct 08, 2026
Pioneer Wealth Management Group History Reduced 85,502 3,800 0.9% 0.94% 523 -2,601 -2.95% Q3 2026 Oct 08, 2026
Buttonwood Financial Advisors Inc. History No change 85,038 3,772 1.15% 1.15% 524 0 0.0% Q2 2026 Jul 13, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 82,584 3,663 2.07% 2.07% 525 0 0.0% Q2 2026 Aug 05, 2026
25 LLC History No change 81,164 3,600 0.99% 0.99% 526 0 0.0% Q2 2026 Jul 28, 2026
True North Advisors, LLC History No change 79,903 3,544 0.34% 0.34% 527 0 0.0% Q2 2026 Jul 22, 2026
Caprock Group, LLC History No change 78,132 3,465 0.07% 0.07% 528 0 0.0% Q2 2026 Jul 27, 2026
Merited Wealth, LLC History No change 75,138 3,333 2.36% 2.36% 529 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History No change 74,692 3,313 0.64% 0.64% 530 0 0.0% Q2 2026 Aug 12, 2026
E-Wealth Partners, LLC History No change 74,115 3,287 2.38% 2.38% 531 0 0.0% Q2 2026 Aug 17, 2026
L2 Asset Management, LLC History No change 73,852 3,276 0.34% 0.34% 532 0 0.0% Q2 2026 Aug 13, 2026
Quad-Cities Investment Group, LLC History No change 73,455 3,258 1.17% 1.17% 533 0 0.0% Q2 2026 Jul 07, 2026
Baker Avenue Asset Management, LP History No change 73,043 3,240 0.06% 0.06% 534 0 0.0% Q2 2026 Jul 28, 2026
Financial Insights, Inc. History No change 72,907 3,234 0.85% 0.85% 535 0 0.0% Q2 2026 Aug 25, 2026
Keener Financial Planning LLC History No change 72,736 3,226 1.15% 1.15% 536 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 72,451 3,213 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 07, 2026
Liberty Capital Management, Inc. History No change 72,322 3,208 0.55% 0.55% 538 0 0.0% Q2 2026 Jul 17, 2026
RB Capital Management, LLC History No change 72,205 3,203 0.62% 0.62% 539 0 0.0% Q2 2026 Aug 17, 2026
NATIXIS ADVISORS, LLC History No change 71,989 3,193 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
Marietta Wealth Management, LLC History No change 71,889 3,189 0.33% 0.33% 541 0 0.0% Q2 2026 Aug 03, 2026
Live Oak Private Wealth LLC History No change 71,657 3,178 0.4% 0.4% 542 0 0.0% Q2 2026 Jul 20, 2026
WealthCollab, LLC History No change 71,464 3,170 1.15% 1.15% 543 0 0.0% Q2 2026 Aug 10, 2026
Atwater Malick LLC History No change 71,167 3,156 0.69% 0.69% 544 0 0.0% Q2 2026 Jul 27, 2026
Ashton Thomas Private Wealth, LLC History No change 71,061 3,152 0.07% 0.07% 545 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Planning, Inc. History Reduced 70,625 3,139 0.7% 0.74% 546 -2,067 -2.84% Q3 2026 Oct 08, 2026
Pallas Capital Advisors LLC History No change 70,503 3,127 0.1% 0.1% 547 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Advisors Inc History No change 70,084 3,108 1.69% 1.69% 548 0 0.0% Q2 2026 Jul 23, 2026
YARGER WEALTH STRATEGIES, LLC History No change 69,602 3,104 1.12% 1.12% 549 0 0.0% Q2 2026 Jul 14, 2026
Freedom Day Solutions, LLC History No change 69,889 3,100 0.69% 0.69% 550 0 0.0% Q2 2026 Jul 24, 2026
Americana Partners, LLC History No change 69,781 3,095 0.07% 0.07% 551 0 0.0% Q2 2026 Aug 05, 2026
Hartmann Taylor Wealth Management, LLC History No change 79,593 3,092 2.05% 2.05% 552 0 0.0% Q2 2026 Jul 28, 2026
Torren Management, LLC History No change 68,389 3,033 1.54% 1.54% 553 0 0.0% Q2 2026 Jul 10, 2026
RHL GROUP, LLC History No change 68,279 3,004 2.5% 2.5% 554 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 67,609 2,999 0.08% 0.08% 555 0 0.0% Q2 2026 Aug 10, 2026
Seaside Wealth Management, Inc. History No change 67,393 2,989 0.74% 0.74% 556 0 0.0% Q2 2026 Aug 05, 2026
Seneschal Advisors, LLC History No change 67,091 2,976 2.04% 2.04% 557 0 0.0% Q2 2026 Aug 13, 2026
Strategent Financial, LLC History No change 66,943 2,969 1.71% 1.71% 558 0 0.0% Q2 2026 Aug 03, 2026
Ares Financial Consulting, LLC History No change 66,568 2,952 2.12% 2.12% 559 0 0.0% Q2 2026 Jul 09, 2026
KOM Wealth Management Group, LLC History No change 65,554 2,907 1.76% 1.76% 560 0 0.0% Q2 2026 Jul 23, 2026
Tandem Financial, LLC History No change 65,535 2,907 0.87% 0.87% 561 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 64,677 2,869 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 64,655 2,868 0.97% 0.97% 563 0 0.0% Q2 2026 Jul 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 64,556 2,863 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History No change 64,523 2,862 0.18% 0.18% 565 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 63,886 2,833 0.04% 0.04% 566 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 63,744 2,827 0.05% 0.05% 567 0 0.0% Q2 2026 Jul 31, 2026
M&T BANK CORP History No change 62,952 2,792 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 04, 2026
Cascade Wealth Advisors, Inc History No change 60,673 2,786 1.12% 1.12% 569 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 62,792 2,785 0.05% 0.05% 570 0 0.0% Q2 2026 Jul 31, 2026
Aviance Capital Partners, LLC History No change 62,687 2,780 0.29% 0.29% 571 0 0.0% Q2 2026 Jul 30, 2026
NerdWallet Wealth Partners, LLC History No change 62,617 2,777 0.96% 0.96% 572 0 0.0% Q2 2026 Jul 07, 2026
Level Wealth Management LLC History No change 62,536 2,774 1.11% 1.11% 573 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 62,354 2,766 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 18, 2026
FAMILY WEALTH PARTNERS, LLC History No change 61,978 2,749 0.84% 0.84% 575 0 0.0% Q2 2026 Jul 10, 2026
Freedom Investment Management, Inc. History No change 60,822 2,698 0.75% 0.75% 576 0 0.0% Q2 2026 Aug 10, 2026
Rialto Wealth Management, LLC History No change 60,568 2,686 0.53% 0.53% 577 0 0.0% Q2 2026 Aug 11, 2026
Brooklyn FI, LLC History No change 59,966 2,662 0.49% 0.49% 578 0 0.0% Q2 2026 Aug 04, 2026
Innovative Asset Advisors Group, LLC History No change 59,430 2,636 1.15% 1.15% 579 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 59,299 2,630 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 06, 2026
Grey Fox Wealth Advisors, LLC History No change 58,972 2,615 0.41% 0.41% 581 0 0.0% Q2 2026 Jul 17, 2026
Kestra Investment Management, LLC History No change 58,057 2,575 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 05, 2026
Schneider Downs Wealth Management Advisors, LP History No change 57,831 2,565 0.24% 0.24% 583 0 0.0% Q2 2026 Aug 05, 2026
KM Capital Management Ltd. History No change 57,686 2,558 1.2% 1.2% 584 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 57,169 2,536 0.58% 0.58% 585 0 0.0% Q2 2026 Aug 06, 2026
Yardley Wealth Management LLC History No change 56,048 2,486 1.13% 1.13% 586 0 0.0% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 55,765 2,473 0.06% 0.06% 587 0 0.0% Q2 2026 Aug 14, 2026
Landing Point Financial Group, LLC History No change 55,744 2,472 0.84% 0.84% 588 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 54,881 2,434 0.04% 0.04% 589 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 54,535 2,419 0.15% 0.15% 590 0 0.0% Q2 2026 Aug 12, 2026
STOLZ & ASSOCIATES, PS History No change 53,661 2,380 1.49% 1.49% 591 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 53,493 2,372 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 53,118 2,356 0.31% 0.31% 593 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 52,685 2,337 0.28% 0.28% 594 0 0.0% Q2 2026 Jul 14, 2026
WCG Wealth Advisors LLC History No change 52,690 2,337 0.06% 0.06% 595 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 52,524 2,329 0.16% 0.16% 596 0 0.0% Q2 2026 Sep 04, 2026
Forefront Wealth Partners, LLC History No change 52,388 2,323 0.72% 0.72% 597 0 0.0% Q2 2026 Aug 20, 2026
NorthAvenue LLC History No change 52,275 2,318 1.66% 1.66% 598 0 0.0% Q2 2026 Jul 21, 2026
MJP ASSOCIATES INC /ADV History No change 52,252 2,317 0.25% 0.25% 599 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 52,252 2,317 0.15% 0.15% 600 0 0.0% Q2 2026 Aug 05, 2026
Beaird Harris Wealth Management, LLC History No change 51,832 2,299 0.14% 0.14% 601 0 0.0% Q2 2026 Jul 08, 2026
Cadent Capital Advisors, LLC History No change 51,653 2,295 0.49% 0.47% 602 0 0.0% Q3 2026 Oct 09, 2026
Cassaday & Co Wealth Management LLC History No change 51,457 2,282 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 10, 2026
Stirlingshire Investments, Inc. History No change 51,334 2,277 1.69% 1.69% 604 0 0.0% Q2 2026 Jul 31, 2026
Signal Advisors Wealth, LLC History No change 51,218 2,272 0.11% 0.11% 605 0 0.0% Q2 2026 Aug 04, 2026
COOKSON PEIRCE & CO INC History No change 50,978 2,261 0.07% 0.07% 606 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History No change 50,787 2,252 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 05, 2026
Woodward Financial Advisors, Inc. History No change 50,558 2,242 0.75% 0.75% 608 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Management, Inc. History No change 50,427 2,236 0.69% 0.69% 609 0 0.0% Q2 2026 Jul 15, 2026
Shakespeare Wealth Management, LLC History No change 49,898 2,213 0.59% 0.59% 610 0 0.0% Q2 2026 Jul 20, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 49,446 2,193 0.21% 0.21% 611 0 0.0% Q2 2026 Jul 22, 2026
Olistico Wealth, LLC History No change 49,092 2,182 0.91% 0.93% 612 0 0.0% Q3 2026 Oct 05, 2026
Riverbend Wealth Management, LLC History No change 49,135 2,179 1.09% 1.09% 613 0 0.0% Q2 2026 Jul 22, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 49,051 2,176 0.47% 0.47% 614 0 0.0% Q2 2026 Jul 14, 2026
Oakworth Capital, Inc. History No change 48,424 2,148 0.1% 0.1% 615 0 0.0% Q2 2026 Jul 22, 2026
Strategic Blueprint, LLC History No change 47,898 2,124 0.11% 0.11% 616 0 0.0% Q2 2026 Jul 23, 2026
Storgate, LLC History No change 47,540 2,108 0.44% 0.44% 617 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 46,958 2,083 0.06% 0.06% 618 0 0.0% Q2 2026 Aug 03, 2026
Axis Wealth Partners, LLC History No change 46,967 2,083 1.0% 1.0% 619 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 46,600 2,067 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 46,106 2,056 0.11% 0.11% 621 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 46,083 2,044 0.06% 0.06% 622 0 0.0% Q2 2026 Jul 22, 2026
Cooper Financial Group History Added to 45,542 2,024 0.16% 0.1% 623 +19,659 75.95% Q3 2026 Oct 07, 2026
Align Financial, LLC History No change 45,580 2,021 1.0% 1.0% 624 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 45,435 2,015 0.08% 0.08% 625 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 45,318 2,010 0.05% 0.05% 626 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 45,157 2,003 0.4% 0.4% 627 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 44,130 1,957 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 23, 2026
Lexington Hill Partners, LLC History No change 43,823 1,944 0.94% 0.94% 629 0 0.0% Q2 2026 Jul 08, 2026
Parallel Advisors, LLC History No change 43,655 1,936 0.03% 0.03% 630 0 0.0% Q2 2026 Aug 05, 2026
West Wealth Group, LLC History No change 43,618 1,934 0.32% 0.32% 631 0 0.0% Q2 2026 Aug 06, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 42,815 1,900 0.61% 0.61% 632 0 0.0% Q2 2026 Jul 23, 2026
Roundview Capital LLC History No change 42,515 1,885 0.1% 0.1% 633 0 0.0% Q2 2026 Jul 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 36,247 1,866 0.32% 0.32% 634 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 41,804 1,854 0.12% 0.12% 635 0 0.0% Q2 2026 Aug 05, 2026
LJI Wealth Management, LLC History No change 41,695 1,849 0.26% 0.26% 636 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 46,048 1,812 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 40,225 1,784 0.11% 0.11% 638 0 0.0% Q2 2026 Aug 10, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 39,579 1,755 0.45% 0.45% 639 0 0.0% Q2 2026 Aug 07, 2026
Disciplined Equity Management, Inc. History No change 39,340 1,745 0.77% 0.77% 640 0 0.0% Q2 2026 Jul 29, 2026
Avidian Wealth Enterprises, LLC History Added to 39,256 1,744 0.05% 0.05% 641 +74 0.19% Q3 2026 Oct 08, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 39,113 1,735 0.1% 0.1% 642 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 39,085 1,733 0.03% 0.03% 643 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History No change 38,906 1,725 0.13% 0.13% 644 0 0.0% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History No change 38,593 1,712 0.04% 0.04% 645 0 0.0% Q2 2026 Jul 27, 2026
Probity Advisors, Inc. History No change 38,544 1,709 0.24% 0.24% 646 0 0.0% Q2 2026 Jul 31, 2026
Mason Investment Advisory Services, Inc. History No change 38,485 1,707 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 37,795 1,676 0.18% 0.18% 648 0 0.0% Q2 2026 Aug 14, 2026
SeaBridge Investment Advisors LLC History No change 37,709 1,672 0.24% 0.24% 649 0 0.0% Q2 2026 Jul 17, 2026
Shotwell Rutter Baer Inc History No change 37,626 1,669 0.92% 0.92% 650 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Management, LLC History No change 37,347 1,656 0.57% 0.57% 651 0 0.0% Q2 2026 Jul 07, 2026
Connecticut Wealth Management, LLC History No change 37,123 1,646 0.06% 0.06% 652 0 0.0% Q2 2026 Jul 29, 2026
Stone Summit Wealth LLC History No change 37,013 1,641 0.42% 0.42% 653 0 0.0% Q2 2026 Jul 23, 2026
CALTON & ASSOCIATES, INC. History No change 36,896 1,636 0.24% 0.24% 654 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 36,621 1,624 0.09% 0.09% 655 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 36,548 1,621 0.02% 0.02% 656 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 36,543 1,621 0.38% 0.38% 657 0 0.0% Q2 2026 Jul 15, 2026
Wilkerson Advisory Group LLC History No change 36,225 1,606 0.49% 0.49% 658 0 0.0% Q2 2026 Jul 21, 2026
ALKEME WEALTH, LLC History Added to 36,005 1,600 0.6% 0.61% 659 +304 0.85% Q3 2026 Oct 07, 2026
J.W. COLE ADVISORS, INC. History No change 36,004 1,597 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 35,940 1,594 0.12% 0.12% 661 0 0.0% Q2 2026 Aug 14, 2026
Brewster Financial Planning LLC History No change 35,885 1,591 0.87% 0.87% 662 0 0.0% Q2 2026 Jul 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 35,483 1,574 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 23, 2026
Quantum Financial Advisors, LLC History No change 35,487 1,574 0.16% 0.16% 664 0 0.0% Q2 2026 Jul 08, 2026
Maia Wealth LLC History No change 35,439 1,572 0.23% 0.23% 665 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 35,349 1,568 0.1% 0.1% 666 0 0.0% Q2 2026 Aug 07, 2026
Avant Financial Advisors LLC History No change 35,354 1,568 0.98% 0.98% 667 0 0.0% Q2 2026 Jul 09, 2026
UNIVEST FINANCIAL Corp History No change 35,238 1,563 0.08% 0.08% 668 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 35,222 1,562 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 14, 2026
IF Advisors, LLC History No change 34,487 1,529 1.01% 1.01% 670 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 34,320 1,522 0.16% 0.16% 671 0 0.0% Q2 2026 Jul 09, 2026
FIRST MERCHANTS CORP History No change 34,177 1,516 0.05% 0.05% 672 0 0.0% Q2 2026 Jul 15, 2026
Brand Asset Management Group, Inc. History No change 34,048 1,510 0.33% 0.33% 673 0 0.0% Q2 2026 Aug 12, 2026
Integrity Investment Advisors, LLC History No change 33,853 1,501 0.65% 0.65% 674 0 0.0% Q2 2026 Jul 21, 2026
AlphaStar Capital Management, LLC History No change 33,550 1,488 0.09% 0.09% 675 0 0.0% Q2 2026 Jul 30, 2026
WEDBUSH SECURITIES INC History No change 33,429 1,483 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 28, 2026
Performance Wealth Partners, LLC History No change 33,132 1,469 0.04% 0.04% 677 0 0.0% Q2 2026 Aug 07, 2026
Rise Advisors, LLC History No change 32,988 1,463 0.41% 0.41% 678 0 0.0% Q2 2026 Jul 10, 2026
DAVIS R M INC History No change 32,958 1,462 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 32,713 1,451 0.12% 0.12% 680 0 0.0% Q2 2026 Jul 17, 2026
Avise Financial Cooperative, Inc. History No change 32,574 1,444 1.02% 1.02% 681 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 32,367 1,435 0.07% 0.07% 682 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 32,293 1,435 0.3% 0.29% 683 0 0.0% Q3 2026 Oct 05, 2026
Almanack Investment Partners, LLC. History No change 32,346 1,434 0.18% 0.18% 684 0 0.0% Q2 2026 Jul 30, 2026
HBK Sorce Advisory LLC History No change 31,333 1,432 0.03% 0.03% 685 0 0.0% Q2 2026 Aug 06, 2026
Cedar Point Capital Partners, LLC History No change 32,274 1,431 0.82% 0.82% 686 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 32,256 1,430 0.03% 0.03% 687 0 0.0% Q2 2026 Jul 20, 2026
SteelPeak Wealth, LLC History No change 32,045 1,421 0.04% 0.04% 688 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 31,964 1,417 0.06% 0.06% 689 0 0.0% Q2 2026 Aug 03, 2026
VERUS CAPITAL PARTNERS, LLC History No change 31,868 1,413 0.08% 0.08% 690 0 0.0% Q2 2026 Aug 06, 2026
TruNorth Capital Management, LLC History No change 31,687 1,405 0.23% 0.23% 691 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Advisors History No change 31,658 1,404 0.05% 0.05% 692 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 31,611 1,402 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 11, 2026
Tranquility Partners, LLC History No change 31,530 1,398 0.48% 0.48% 694 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 31,401 1,392 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 13, 2026
OMNI 360 Wealth, Inc. History No change 31,261 1,386 0.64% 0.64% 696 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Solutions Inc. History No change 31,222 1,384 0.52% 0.52% 697 0 0.0% Q2 2026 Jul 13, 2026
COMMERCE BANK History No change 30,845 1,368 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 12, 2026
Stewardship Advisors, LLC History No change 30,447 1,350 0.28% 0.28% 699 0 0.0% Q2 2026 Jul 20, 2026
Wharton Business Group, LLC History No change 30,402 1,348 0.05% 0.05% 700 0 0.0% Q2 2026 Aug 10, 2026
Symphony Financial, Ltd. Co. History No change 30,543 1,347 0.15% 0.15% 701 0 0.0% Q2 2026 Aug 03, 2026
MONTAG A & ASSOCIATES INC History No change 30,235 1,341 0.06% 0.06% 702 0 0.0% Q2 2026 Aug 05, 2026
National Philanthropic Trust History No change 30,170 1,338 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 14, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 29,968 1,329 0.92% 0.92% 704 0 0.0% Q2 2026 Jul 23, 2026
Highland Investment Advisors LLC History No change 29,846 1,323 0.58% 0.58% 705 0 0.0% Q2 2026 Aug 13, 2026
LAM GROUP, INC. History No change 29,806 1,322 0.66% 0.66% 706 0 0.0% Q2 2026 Jul 10, 2026
Pathstone Holdings, LLC History No change 29,724 1,318 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 29,582 1,312 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 12, 2026
High Probability Advisors, LLC History No change 29,474 1,307 0.14% 0.14% 709 0 0.0% Q2 2026 Jul 13, 2026
Citrine Capital LLC History No change 29,388 1,303 0.48% 0.48% 710 0 0.0% Q2 2026 Jul 23, 2026
HANCOCK WHITNEY CORP History No change 29,278 1,298 0.02% 0.02% 711 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 29,233 1,296 0.14% 0.14% 712 0 0.0% Q2 2026 Jul 28, 2026
FSM Wealth Advisors, LLC History No change 29,137 1,292 0.14% 0.14% 713 0 0.0% Q2 2026 Jul 15, 2026
Gibraltar Capital Management, Inc. History No change 28,976 1,285 0.2% 0.2% 714 0 0.0% Q2 2026 Jul 20, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 28,821 1,278 0.77% 0.77% 715 0 0.0% Q2 2026 Jul 29, 2026
Obermeyer Wealth Partners History No change 28,757 1,275 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 29, 2026
Francis Financial, Inc. History No change 28,692 1,272 0.21% 0.21% 717 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 28,467 1,262 0.1% 0.1% 718 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST Co History No change 28,438 1,261 0.04% 0.04% 719 0 0.0% Q2 2026 Aug 03, 2026
Disciplined Investors, L.L.C. History No change 28,388 1,259 0.63% 0.63% 720 0 0.0% Q2 2026 Aug 11, 2026
ERn Financial, LLC History No change 27,894 1,237 0.2% 0.2% 721 0 0.0% Q2 2026 Jul 23, 2026
FFT WEALTH MANAGEMENT LLC History No change 27,708 1,229 0.19% 0.19% 722 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 27,274 1,209 0.02% 0.02% 723 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 26,866 1,191 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 31, 2026
Oakwell Private Wealth Management, LLC History No change 26,857 1,191 0.2% 0.2% 725 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 26,715 1,185 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 13, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 26,634 1,181 0.44% 0.44% 727 0 0.0% Q2 2026 Aug 03, 2026
a16z Perennial Management, L.P. History No change 26,550 1,177 0.1% 0.1% 728 0 0.0% Q2 2026 Jul 24, 2026
Astra Wealth Partners LLC History No change 26,442 1,172 0.62% 0.62% 729 0 0.0% Q2 2026 Aug 11, 2026
Fortis Advisors, LLC History No change 26,354 1,169 0.55% 0.55% 730 0 0.0% Q2 2026 Aug 13, 2026
Navigate Wealth Management, LLC History No change 26,433 1,168 0.72% 0.72% 731 0 0.0% Q2 2026 Jul 23, 2026
Busey Bank History No change 26,130 1,159 0.03% 0.03% 732 0 0.0% Q2 2026 Aug 13, 2026
Gradient Capital Advisors, LLC History No change 26,013 1,153 0.27% 0.27% 733 0 0.0% Q2 2026 Jul 13, 2026
Affinity Capital Advisors, LLC History No change 25,646 1,141 0.14% 0.14% 734 0 0.0% Q2 2026 Jul 08, 2026
ST GERMAIN D J CO INC History No change 25,704 1,140 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 21, 2026
Renasant Bank History No change 25,633 1,137 0.73% 0.73% 736 0 0.0% Q2 2026 Aug 11, 2026
Aspire Private Capital, LLC History No change 25,635 1,137 0.24% 0.24% 737 0 0.0% Q2 2026 Jul 15, 2026
Quadcap Wealth Management, LLC History No change 25,223 1,118 0.11% 0.11% 738 0 0.0% Q2 2026 Jul 31, 2026
Richard P Slaughter Associates Inc History No change 25,188 1,117 0.22% 0.22% 739 0 0.0% Q2 2026 Jul 13, 2026
Perennial Investment Advisors, LLC History No change 25,052 1,111 0.07% 0.07% 740 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 25,042 1,110 0.07% 0.07% 741 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 24,838 1,101 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 24,744 1,097 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 11, 2026
Keel Point, LLC History No change 24,691 1,095 0.06% 0.06% 744 0 0.0% Q2 2026 Aug 14, 2026
Meredith Wealth Planning History No change 24,348 1,080 0.25% 0.25% 745 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 24,328 1,079 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 14, 2026
S. R. Schill & Associates History No change 24,066 1,067 0.64% 0.64% 747 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 23,981 1,064 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 05, 2026
CarsonAllaria Wealth Management, Ltd. History No change 23,967 1,063 0.46% 0.46% 749 0 0.0% Q2 2026 Jul 28, 2026
NATIONAL BANK OF CANADA /FI/ History No change 24,093 1,055 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 23,764 1,054 0.12% 0.12% 751 0 0.0% Q2 2026 Jul 24, 2026
Elser Financial Planning, Inc History No change 23,764 1,054 0.05% 0.05% 752 0 0.0% Q2 2026 Jul 14, 2026
Empire Financial Management Company, LLC History No change 23,624 1,048 0.42% 0.42% 753 0 0.0% Q2 2026 Aug 14, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 26,619 1,034 0.59% 0.59% 754 0 0.0% Q2 2026 Aug 19, 2026
ELEVATE WEALTH ADVISORY, INC History No change 23,254 1,031 0.59% 0.59% 755 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 22,108 1,021 0.05% 0.05% 756 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 22,715 1,007 0.11% 0.11% 757 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 22,622 1,001 0.05% 0.05% 758 0 0.0% Q2 2026 Jul 28, 2026
Murphy Pohlad Asset Management LLC History No change 22,504 998 0.35% 0.35% 759 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 22,510 998 0.54% 0.54% 760 0 0.0% Q2 2026 Aug 11, 2026
Northwest Wealth Advisors, LLC History No change 22,444 995 0.57% 0.57% 761 0 0.0% Q2 2026 Jul 23, 2026
Quadrant Private Wealth Management, LLC History No change 22,372 992 0.22% 0.22% 762 0 0.0% Q2 2026 Jul 30, 2026
Eldridge Investment Advisors, Inc. History No change 22,287 988 0.2% 0.2% 763 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 22,285 988 0.19% 0.19% 764 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 22,162 983 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 21,994 975 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History Reduced 21,732 966 0.03% 0.04% 767 -6,729 -23.64% Q3 2026 Oct 08, 2026
Sprinkle Financial Consultants LLC History Added to 21,705 964 0.38% 0.38% 768 +117 0.54% Q3 2026 Oct 09, 2026
Trailhead Planners LLC History No change 21,638 959 0.93% 0.93% 769 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Financial Services, Inc. History No change 21,326 946 0.55% 0.55% 770 0 0.0% Q2 2026 Jul 22, 2026
GW HENSSLER & ASSOCIATES LTD History No change 21,073 934 0.04% 0.04% 771 0 0.0% Q2 2026 Jul 28, 2026
Partners in Financial Planning History No change 20,741 920 0.14% 0.14% 772 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 20,618 914 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 20,544 911 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 05, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 20,449 907 0.43% 0.43% 775 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 20,372 903 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 19,972 885 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History No change 19,933 884 0.14% 0.14% 778 0 0.0% Q2 2026 Aug 03, 2026
MAYPORT, LLC History No change 19,945 884 0.14% 0.14% 779 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Family Office, LLC History No change 19,913 883 0.45% 0.45% 780 0 0.0% Q2 2026 Aug 11, 2026
bLong Financial, LLC History No change 19,784 877 0.57% 0.57% 781 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Services History No change 19,745 875 0.23% 0.23% 782 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 19,537 866 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Added to 19,243 855 0.01% 0.0% 784 +14,482 304.18% Q3 2026 Oct 08, 2026
ANDERSON HOAGLAND & CO History No change 19,248 853 0.07% 0.07% 785 0 0.0% Q2 2026 Jul 06, 2026
Revisor Wealth Management LLC History No change 19,221 852 0.2% 0.2% 786 0 0.0% Q2 2026 Jul 21, 2026
Boston Trust Walden Corp History No change 19,164 850 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 24, 2026
Belpointe Asset Management LLC History No change 19,108 847 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 19,108 847 0.1% 0.1% 789 0 0.0% Q2 2026 Jul 31, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 18,716 830 0.01% 0.01% 790 0 0.0% Q2 2026 Sep 23, 2026
Icon Wealth Advisors, LLC History No change 18,672 828 0.05% 0.05% 791 0 0.0% Q2 2026 Aug 05, 2026
LexAurum Advisors, LLC History No change 18,510 821 0.09% 0.09% 792 0 0.0% Q2 2026 Jul 15, 2026
Cherry Creek Investment Advisors, Inc. History No change 18,157 805 0.32% 0.32% 793 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 18,091 802 0.07% 0.07% 794 0 0.0% Q2 2026 Jul 28, 2026
Pettinga Financial Advisors LLC History No change 18,026 799 0.13% 0.13% 795 0 0.0% Q2 2026 Jul 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 18,012 799 0.08% 0.08% 796 0 0.0% Q2 2026 Jul 16, 2026
KPP Advisory Services LLC History No change 18,011 798 0.1% 0.1% 797 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 17,980 797 0.04% 0.04% 798 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 17,949 796 0.1% 0.1% 799 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 18,145 793 0.59% 0.59% 800 0 0.0% Q2 2026 Jul 30, 2026
CITADEL ADVISORS LLC History No change 17,700 785 0.0% 0.0% 801 0 0.0% Q2 2026 Sep 02, 2026
Blume Capital Management, Inc. History No change 17,643 782 0.11% 0.11% 802 0 0.0% Q2 2026 Jul 27, 2026
Autumn Glory Partners, LLC History No change 17,584 780 0.22% 0.22% 803 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 17,402 771 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 14, 2026
STAGE HARBOR FINANCIAL, LLC History No change 17,358 770 0.44% 0.44% 805 0 0.0% Q2 2026 Aug 07, 2026
Foster Victor Wealth Advisors, LLC History No change 17,291 768 0.04% 0.04% 806 0 0.0% Q2 2026 Jul 22, 2026
Acropolis Investment Management, LLC History No change 17,233 766 0.03% 0.03% 807 0 0.0% Q3 2026 Oct 08, 2026
National Wealth Management Group, LLC History No change 17,208 763 0.24% 0.24% 808 0 0.0% Q2 2026 Jul 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 17,175 761 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 20, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 16,956 752 0.33% 0.33% 810 0 0.0% Q2 2026 Aug 07, 2026
Vilga Financial Planning LLC History No change 16,915 751 0.45% 0.57% 811 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 16,680 739 0.27% 0.27% 812 0 0.0% Q2 2026 Jul 31, 2026
Security Financial Services, INC. History No change 16,499 731 0.1% 0.1% 813 0 0.0% Q2 2026 Jul 15, 2026
WBH ADVISORY INC History No change 16,464 730 0.05% 0.05% 814 0 0.0% Q2 2026 Aug 05, 2026
IHT Wealth Management, LLC History No change 16,261 721 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 16,194 718 0.02% 0.02% 816 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 16,201 718 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 16,169 717 0.48% 0.48% 818 0 0.0% Q2 2026 Aug 05, 2026
Vantus Wealth LLC History No change 16,179 717 0.38% 0.38% 819 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 16,124 715 0.03% 0.03% 820 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 16,063 714 0.08% 0.08% 821 0 0.0% Q3 2026 Oct 07, 2026
Providence Capital Advisors, LLC History No change 16,084 713 0.11% 0.11% 822 0 0.0% Q2 2026 Aug 11, 2026
TI-TRUST, INC History No change 16,088 713 0.38% 0.38% 823 0 0.0% Q2 2026 Jul 23, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 16,072 712 0.33% 0.33% 824 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 16,018 710 0.05% 0.05% 825 0 0.0% Q2 2026 Jul 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 15,961 708 0.05% 0.05% 826 0 0.0% Q2 2026 Jul 16, 2026
Trust Point Inc. History No change 15,945 707 0.06% 0.06% 827 0 0.0% Q2 2026 Jul 08, 2026
THREADGILL FINANCIAL, LLC History No change 15,705 696 0.29% 0.29% 828 0 0.0% Q2 2026 Jul 08, 2026
180 WEALTH ADVISORS, LLC History No change 15,686 695 0.07% 0.07% 829 0 0.0% Q2 2026 Jul 07, 2026
REBALANCE, LLC History No change 15,600 692 0.04% 0.04% 830 0 0.0% Q2 2026 Jul 16, 2026
Hershey Financial Advisers, LLC History No change 15,538 689 0.49% 0.49% 831 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 15,484 688 0.19% 0.26% 832 -4,026 -20.64% Q3 2026 Oct 07, 2026
TWO SIGMA SECURITIES, LLC History No change 15,459 685 0.06% 0.06% 833 0 0.0% Q2 2026 Aug 14, 2026
BostonPremier Wealth LLC History No change 15,354 681 0.29% 0.29% 834 0 0.0% Q2 2026 Jul 24, 2026
B. Riley Wealth Advisors, Inc. History No change 15,424 680 0.04% 0.04% 835 0 0.0% Q2 2026 Jul 14, 2026
SCS Capital Management LLC History No change 15,266 677 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 15,199 674 0.09% 0.09% 837 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL ADVISORS INC/OK History No change 14,935 662 0.01% 0.01% 838 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, LLC History No change 14,878 659 0.04% 0.04% 839 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 14,820 657 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 14,801 656 0.17% 0.17% 841 0 0.0% Q2 2026 Jul 21, 2026
Global Trust Wealth Management LLC History No change 14,787 655 0.45% 0.45% 842 0 0.0% Q2 2026 Jul 16, 2026
Thompson David Blair History No change 14,650 649 0.32% 0.32% 843 0 0.0% Q2 2026 Aug 14, 2026
North Capital, Inc. History No change 14,629 648 0.49% 0.49% 844 0 0.0% Q2 2026 Jul 14, 2026
CogentBlue Wealth Advisors, LLC History Reduced 14,568 647 0.6% 0.43% 845 -2,216 -13.2% Q3 2026 Oct 09, 2026
Balefire, LLC History Added to 14,535 646 0.1% 0.1% 846 +597 4.28% Q3 2026 Oct 09, 2026
Bluespring Wealth Management, LLC History No change 14,551 645 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 14,519 644 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 14,526 644 0.06% 0.06% 849 0 0.0% Q2 2026 Jul 24, 2026
Rockingstone Advisors LLC History No change 14,471 641 0.26% 0.26% 850 0 0.0% Q2 2026 Jul 13, 2026
Rossby Financial, LCC History No change 14,462 641 0.12% 0.12% 851 0 0.0% Q2 2026 Aug 04, 2026
Barry Investment Advisors, LLC History No change 14,413 639 0.13% 0.13% 852 0 0.0% Q2 2026 Jul 09, 2026
EnRich Financial Partners LLC History No change 14,409 639 0.15% 0.15% 853 0 0.0% Q2 2026 Jul 27, 2026
Abundance Wealth Counselors History No change 14,223 630 0.04% 0.04% 854 0 0.0% Q2 2026 Jul 23, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 14,177 628 0.02% 0.02% 855 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 14,155 627 0.04% 0.04% 856 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 14,082 624 0.06% 0.06% 857 0 0.0% Q2 2026 Jul 28, 2026
Morling Financial Advisors, LLC History No change 14,050 623 0.17% 0.17% 858 0 0.0% Q2 2026 Aug 06, 2026
Topsail Wealth Management, LLC History No change 14,002 621 0.08% 0.08% 859 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 13,996 620 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 21, 2026
PINNACLE ASSOCIATES LTD History No change 13,936 618 0.01% 0.01% 861 0 0.0% Q2 2026 Aug 03, 2026
VISIONARY HORIZONS, LLC History No change 13,945 618 0.26% 0.26% 862 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 13,873 615 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 12, 2026
Moisand Fitzgerald Tamayo, LLC History No change 13,874 615 0.06% 0.06% 864 0 0.0% Q2 2026 Jul 13, 2026
Valmark Advisers, Inc. History No change 13,802 612 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 06, 2026
BOS Asset Management, LLC History Added to 13,632 605 0.14% 0.14% 866 +4 0.03% Q3 2026 Oct 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 13,617 604 0.12% 0.12% 867 0 0.0% Q2 2026 Jul 17, 2026
Argent Trust Co History No change 13,600 603 0.02% 0.02% 868 0 0.0% Q2 2026 Aug 06, 2026
Baring Financial LLC History Reduced 13,521 600 0.32% 0.33% 870 -49 -0.36% Q3 2026 Oct 07, 2026
Certified Advisory Corp History No change 13,541 600 0.05% 0.05% 869 0 0.0% Q2 2026 Jul 16, 2026
Hamilton Capital, LLC History No change 13,463 598 0.03% 0.03% 871 0 0.0% Q3 2026 Oct 08, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 13,419 596 0.08% 0.09% 872 -1,221 -8.34% Q3 2026 Oct 08, 2026
Yoder Wealth Management, Inc. History No change 13,407 594 0.23% 0.23% 873 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 13,389 593 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History No change 13,372 593 0.12% 0.12% 875 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 13,259 588 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 03, 2026
Fermata Advisors, LLC History No change 13,269 588 0.12% 0.12% 877 0 0.0% Q2 2026 Jul 07, 2026
Bell Investment Advisors, Inc History No change 13,196 585 0.09% 0.09% 878 0 0.0% Q2 2026 Aug 06, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 13,133 582 0.89% 0.89% 879 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST BANK History No change 12,985 576 0.04% 0.04% 880 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 12,985 576 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 12,962 574 0.05% 0.05% 882 0 0.0% Q2 2026 Aug 04, 2026
Highland Financial Advisors, LLC History No change 12,807 568 0.12% 0.12% 883 0 0.0% Q2 2026 Jul 09, 2026
Mraz, Amerine & Associates, Inc. History No change 12,804 567 0.08% 0.08% 884 0 0.0% Q2 2026 Jul 16, 2026
Delos Wealth Advisors, LLC History No change 12,793 567 0.29% 0.29% 885 0 0.0% Q2 2026 Aug 14, 2026
Oak Wealth Advisors LLC History No change 12,715 564 0.27% 0.27% 886 0 0.0% Q2 2026 Jul 22, 2026
Keystone Wealth Services, LLC History No change 12,697 563 0.1% 0.1% 887 0 0.0% Q2 2026 Aug 05, 2026
Empower Advisory Group, LLC History No change 12,697 563 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 12, 2026
Platt Wealth Management LLC History No change 12,665 561 0.45% 0.45% 889 0 0.0% Q2 2026 Jul 31, 2026
Mendota Financial Group, LLC History Reduced 12,558 558 0.35% 0.41% 891 -2,462 -16.39% Q3 2026 Oct 07, 2026
Destiny Wealth Partners, LLC History No change 12,550 558 0.08% 0.08% 890 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 12,500 554 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 07, 2026
Tufton Capital Management History No change 12,360 548 0.09% 0.09% 893 0 0.0% Q2 2026 Jul 27, 2026
Cogent Private Wealth, Inc. History No change 12,248 543 0.34% 0.34% 894 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Investment Partners LLC History No change 12,174 540 0.05% 0.05% 895 0 0.0% Q2 2026 Aug 04, 2026
Harbor Group, Inc. History No change 12,145 538 0.06% 0.06% 896 0 0.0% Q2 2026 Jul 22, 2026
COFG Advisors, LLC History No change 12,072 535 0.09% 0.09% 897 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 12,010 532 0.15% 0.15% 898 0 0.0% Q2 2026 Jul 14, 2026
VISTA FINANCE, LLC History No change 11,992 531 0.3% 0.3% 899 0 0.0% Q2 2026 Jul 16, 2026
D. E. Shaw & Co., Inc. History No change 11,818 524 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 14, 2026
HFG Wealth Management, LLC History No change 11,808 523 0.53% 0.53% 901 0 0.0% Q2 2026 Aug 12, 2026
Navigoe, LLC History No change 11,812 523 0.27% 0.27% 902 0 0.0% Q2 2026 Jul 31, 2026
Burk Holdings LLC History No change 11,599 514 0.19% 0.19% 903 0 0.0% Q2 2026 Aug 12, 2026
Precision Wealth Strategies, LLC History No change 11,544 512 0.15% 0.15% 904 0 0.0% Q2 2026 Aug 10, 2026
Bay Capital Advisors, LLC History No change 11,518 510 0.27% 0.27% 905 0 0.0% Q2 2026 Jul 21, 2026
Gaddis Premier Wealth Advisors LLC History No change 11,458 508 0.31% 0.31% 906 0 0.0% Q2 2026 Aug 04, 2026
Petersen Hastings Wealth Advisors Inc. History No change 11,433 507 0.04% 0.04% 907 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Advisors, LLC History No change 11,409 506 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 06, 2026
MTM Investment Management, LLC History No change 11,294 501 0.14% 0.14% 909 0 0.0% Q2 2026 Aug 03, 2026
Abacus Planning Group, Inc. History No change 11,268 499 0.06% 0.06% 910 0 0.0% Q2 2026 Jul 20, 2026
Single Point Partners, LLC History No change 11,233 498 0.09% 0.09% 911 0 0.0% Q2 2026 Jul 16, 2026
BankChampaign, National Association History No change 11,188 496 0.38% 0.38% 912 0 0.0% Q2 2026 Jul 23, 2026
FSA Advisors, Inc. History No change 11,070 491 0.23% 0.23% 913 0 0.0% Q2 2026 Aug 17, 2026
Monument Capital Management History No change 11,012 489 0.1% 0.1% 914 0 0.0% Q3 2026 Oct 08, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 10,995 487 0.05% 0.05% 915 0 0.0% Q2 2026 Jul 14, 2026
Seed Wealth Management, Inc. History No change 11,000 487 0.31% 0.31% 916 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 10,971 486 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 07, 2026
Tactive Advisors, LLC History New 10,924 485 0.12% — 918 +10,924 New Q3 2026 Oct 08, 2026
Milestone Asset Management Group, LLC History No change 10,920 484 0.24% 0.24% 919 0 0.0% Q2 2026 Jul 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 10,889 483 0.18% 0.18% 920 0 0.0% Q2 2026 Jul 08, 2026
BWM Planning, LLC History No change 10,839 480 0.11% 0.11% 921 0 0.0% Q2 2026 Jul 23, 2026
GTS FINANCIAL, LLC History No change 13,417 480 0.35% 0.35% 922 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 10,778 478 0.06% 0.06% 923 0 0.0% Q2 2026 Aug 14, 2026
Fairman Group, LLC History No change 10,674 473 0.37% 0.37% 924 0 0.0% Q2 2026 Aug 04, 2026
Legacy Private Trust Co. History Added to 10,600 471 0.03% 0.02% 925 +2,131 25.16% Q3 2026 Oct 06, 2026
Regal Investment Advisors LLC History No change 10,600 470 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 10,509 466 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 10,511 466 0.01% 0.01% 928 0 0.0% Q2 2026 Jul 30, 2026
Orcam Financial Group History No change 10,518 466 0.23% 0.23% 929 0 0.0% Q2 2026 Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 10,474 464 0.07% 0.07% 930 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 10,453 463 0.04% 0.04% 931 0 0.0% Q2 2026 Aug 07, 2026
McLaughlin Asset Management, Inc. History No change 10,454 463 3.09% 3.09% 932 0 0.0% Q2 2026 Aug 12, 2026
Texas Bank & Trust Co History No change 10,432 462 0.15% 0.15% 933 0 0.0% Q2 2026 Jul 31, 2026
ATLas Financial Planning LLC History No change 10,376 460 0.37% 0.37% 934 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 10,367 459 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,303 456 0.01% 0.01% 936 0 0.0% Q2 2026 Jul 27, 2026
Calydon Capital History No change 10,257 455 0.07% 0.07% 937 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,255 454 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 24, 2026
Marotta Asset Management History Reduced 10,186 452 0.08% 0.08% 939 -6 -0.06% Q3 2026 Oct 02, 2026
Sanchez Levi Garrett History No change 10,191 452 0.25% 0.25% 940 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 10,182 451 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 14, 2026
Bedminster, LLC History No change 10,125 449 0.38% 0.38% 942 0 0.0% Q2 2026 Aug 04, 2026
HANOVER ADVISORS INC History No change 10,114 448 0.16% 0.16% 943 0 0.0% Q2 2026 Aug 12, 2026
Nadler Financial Group, Inc. History No change 10,111 448 0.04% 0.04% 944 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Group, LLC History No change 10,065 446 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 27, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,062 446 0.0% 0.0% 946 0 0.0% Q2 2026 Sep 23, 2026
Arbor Investment Advisors, LLC History No change 9,832 436 0.05% 0.05% 947 0 0.0% Q2 2026 Jul 24, 2026
BBR PARTNERS, LLC History No change 9,757 432 0.02% 0.02% 948 0 0.0% Q2 2026 Aug 11, 2026
Wallace Advisory Group, LLC History No change 9,729 431 0.41% 0.41% 949 0 0.0% Q2 2026 Aug 03, 2026
Significant Wealth Partners LLC History No change 9,730 431 0.47% 0.47% 950 0 0.0% Q2 2026 Jul 14, 2026
Ballast Financial Advisors LLC History No change 9,735 431 0.39% 0.39% 951 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History No change 9,661 428 0.11% 0.11% 952 0 0.0% Q2 2026 Jul 21, 2026
CNB Bank History No change 9,630 427 0.17% 0.17% 953 0 0.0% Q2 2026 Aug 06, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 9,646 427 0.13% 0.13% 954 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Financial Group, LLC/CA History No change 9,615 426 0.06% 0.06% 955 0 0.0% Q2 2026 Aug 13, 2026
Tenon Financial LLC History No change 9,566 424 0.14% 0.14% 956 0 0.0% Q2 2026 Jul 24, 2026
Matisse Capital History No change 9,527 422 0.17% 0.17% 957 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 9,505 421 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 04, 2026
BLB&B Advisors, LLC History No change 9,455 419 0.02% 0.02% 959 0 0.0% Q2 2026 Aug 05, 2026
Horizon Wealth Management, LLC History No change 9,442 418 0.05% 0.05% 960 0 0.0% Q2 2026 Aug 06, 2026
Mayflower Financial Advisors, LLC History No change 9,409 417 0.04% 0.04% 961 0 0.0% Q2 2026 Jul 09, 2026
BANYAN CAPITAL MANAGEMENT, INC. History No change 9,400 416 0.18% 0.18% 962 0 0.0% Q2 2026 Aug 03, 2026
MATAURO, LLC History No change 9,344 414 0.05% 0.05% 963 0 0.0% Q2 2026 Jul 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 9,303 412 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 28, 2026
Berman McAleer LLC History No change 9,260 410 0.05% 0.05% 965 0 0.0% Q2 2026 Jul 16, 2026
Summit Financial Strategies, Inc. History No change 9,240 409 0.03% 0.03% 966 0 0.0% Q2 2026 Jul 24, 2026
Ridgeline Wealth Planning, LLC History No change 9,232 409 0.26% 0.26% 967 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 9,173 406 0.02% 0.02% 968 0 0.0% Q2 2026 Jul 24, 2026
Guardian Asset Advisors, LLC History No change 9,162 406 0.19% 0.19% 969 0 0.0% Q2 2026 Jul 21, 2026
Jackson, Grant Investment Advisers, Inc. History No change 8,990 398 0.12% 0.12% 970 0 0.0% Q2 2026 Jul 31, 2026
Vident Advisory, LLC History No change 8,908 395 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 12, 2026
Kinetic Wealth Investment Advisors LLC History No change 8,926 395 0.19% 0.19% 972 0 0.0% Q2 2026 Sep 02, 2026
Atlantic Union Bankshares Corp History No change 8,888 394 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 11, 2026
PGIM Custom Harvest LLC History No change 8,848 392 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 13, 2026
ROMANO BROTHERS AND COMPANY History No change 8,832 391 0.04% 0.04% 975 0 0.0% Q2 2026 Jul 21, 2026
Holistic Financial Partners History No change 8,759 388 0.24% 0.24% 976 0 0.0% Q2 2026 Jul 23, 2026
DIXON FNANCIAL SERVICES, INC. History No change 8,726 387 0.16% 0.16% 977 0 0.0% Q2 2026 Jul 14, 2026
Foster Group, Inc. History No change 8,715 386 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 07, 2026
Mokosak Advisory Group, LLC History No change 8,643 383 0.08% 0.08% 979 0 0.0% Q2 2026 Aug 03, 2026
GARRISON POINT ADVISORS, LLC History No change 8,645 383 0.16% 0.16% 980 0 0.0% Q2 2026 Jul 31, 2026
TABLEAUX LLC History No change 8,641 383 0.16% 0.16% 981 0 0.0% Q2 2026 Aug 07, 2026
River Wealth Advisors LLC History No change 8,565 379 0.04% 0.04% 982 0 0.0% Q2 2026 Aug 04, 2026
SimpliFi, Inc. History No change 8,516 377 0.15% 0.15% 983 0 0.0% Q2 2026 Jul 24, 2026
Traynor Capital Management, Inc. History No change 8,490 376 0.02% 0.02% 984 0 0.0% Q2 2026 Jul 22, 2026
McAdam, LLC History No change 8,437 374 0.01% 0.01% 985 0 0.0% Q2 2026 Aug 04, 2026
Diesslin Group, Inc. History No change 8,410 373 0.14% 0.14% 986 0 0.0% Q2 2026 Jul 02, 2026
Magnolia Private Wealth, LLC History No change 8,296 368 0.2% 0.2% 987 0 0.0% Q2 2026 Aug 05, 2026
ALBION FINANCIAL GROUP /UT History No change 8,288 367 0.02% 0.02% 988 0 0.0% Q2 2026 Jul 22, 2026
Synergy Asset Management, LLC History No change 8,270 366 0.03% 0.03% 989 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,240 365 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 8,247 365 0.03% 0.03% 991 0 0.0% Q2 2026 Aug 10, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 9,410 365 0.06% 0.06% 992 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,222 364 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 12, 2026
Peak Retirement Planning, Inc. History No change 8,228 364 0.06% 0.06% 994 0 0.0% Q2 2026 Aug 10, 2026
First National Advisers, LLC History No change 8,158 361 0.05% 0.05% 995 0 0.0% Q2 2026 Jul 21, 2026
GRANDFIELD & DODD, LLC History No change 8,043 356 0.02% 0.02% 996 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 8,031 356 0.02% 0.02% 997 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 8,005 355 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 14, 2026
Blue Fin Capital, Inc. History No change 8,014 355 0.05% 0.05% 999 0 0.0% Q2 2026 Aug 04, 2026
NATURAL INVESTMENTS, LLC History No change 8,004 355 0.08% 0.08% 1000 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 7,966 353 0.01% 0.01% 1001 0 0.0% Q2 2026 Jul 27, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 7,936 352 0.08% 0.08% 1002 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 7,891 350 0.04% 0.04% 1003 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History No change 7,857 348 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 06, 2026
WADDELL & ASSOCIATES, LLC History No change 7,840 347 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 15, 2026
Plante Moran Financial Advisors, LLC History No change 7,810 346 0.02% 0.02% 1006 0 0.0% Q2 2026 Aug 06, 2026
Foguth Wealth Management, LLC. History No change 7,776 342 0.04% 0.04% 1007 0 0.0% Q2 2026 Jul 21, 2026
CHAPIN DAVIS, INC. History No change 7,674 341 0.07% 0.06% 1008 0 0.0% Q3 2026 Oct 08, 2026
Timonier Family Office, LTD. History No change 7,679 340 0.1% 0.1% 1009 0 0.0% Q2 2026 Aug 03, 2026
Disciplined Investments, LLC History No change 7,595 336 0.11% 0.11% 1010 0 0.0% Q2 2026 Aug 07, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 7,546 334 0.03% 0.03% 1011 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 7,467 331 0.01% 0.01% 1012 0 0.0% Q2 2026 Jul 10, 2026
Salomon & Ludwin, LLC History No change 7,493 331 0.03% 0.03% 1013 0 0.0% Q2 2026 Aug 07, 2026
Fielder Capital Group LLC History No change 7,414 328 0.07% 0.07% 1014 0 0.0% Q2 2026 Aug 06, 2026
International Private Wealth Advisors LLC History No change 7,400 328 0.17% 0.17% 1015 0 0.0% Q2 2026 Aug 07, 2026
Pillar Financial Advisors, LLC History No change 7,394 327 0.17% 0.17% 1016 0 0.0% Q2 2026 Jul 24, 2026
Guardian Wealth Management, LLC History No change 7,347 325 0.09% 0.09% 1017 0 0.0% Q2 2026 Jul 24, 2026
Herold Advisors, Inc. History No change 7,294 324 0.06% 0.06% 1018 0 0.0% Q2 2026 Jul 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,299 323 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 7,310 323 0.04% 0.04% 1020 0 0.0% Q2 2026 Jul 22, 2026
Haverford Trust Co History No change 7,239 321 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 12, 2026
McBroom & Associates, LLC History No change 7,250 321 0.16% 0.16% 1022 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,229 320 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 06, 2026
DiPaolo Financial Group, Inc. History No change 7,196 319 0.21% 0.21% 1024 0 0.0% Q2 2026 Jul 09, 2026
Empowered Funds, LLC History No change 7,181 318 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 7,167 317 0.01% 0.01% 1026 0 0.0% Q2 2026 Jul 27, 2026
RFG HOLDINGS, INC. History No change 7,155 317 0.07% 0.07% 1027 0 0.0% Q2 2026 Jul 29, 2026
FIRST AMERICAN TRUST, FSB History No change 7,126 316 0.02% 0.02% 1028 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 7,135 316 0.07% 0.07% 1029 0 0.0% Q2 2026 Jul 27, 2026
L.K. Benson & Company, P.C. History No change 7,133 316 0.1% 0.1% 1030 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT CAPITAL STRATEGIES History No change 7,114 315 0.11% 0.11% 1031 0 0.0% Q2 2026 Aug 13, 2026
Williams & Novak Wealth Management, LLC History Added to 7,062 313 0.19% 0.19% 1034 +508 7.75% Q3 2026 Oct 09, 2026
Strategies Wealth Advisors, LLC History No change 7,064 313 0.03% 0.03% 1032 0 0.0% Q2 2026 Aug 14, 2026
ACORN CREEK CAPITAL LLC History No change 7,068 313 0.1% 0.1% 1033 0 0.0% Q2 2026 Aug 06, 2026
Wingate Wealth Advisors, Inc. History No change 7,071 313 0.14% 0.14% 1035 0 0.0% Q2 2026 Jul 29, 2026
Pasadena Private Wealth, LLC History No change 7,055 312 0.04% 0.04% 1036 0 0.0% Q2 2026 Aug 10, 2026
Graves Light Lenhart Wealth, Inc. History Added to 7,014 311 0.03% 0.03% 1037 +5 0.07% Q3 2026 Oct 08, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 6,959 308 0.02% 0.02% 1038 0 0.0% Q2 2026 Sep 11, 2026
MBM WEALTH CONSULTANTS, LLC History No change 6,940 307 0.06% 0.06% 1039 0 0.0% Q2 2026 Jul 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,889 306 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 6,897 305 0.03% 0.03% 1041 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Family Advisors, LLC History No change 6,871 304 0.13% 0.13% 1042 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 6,874 304 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 04, 2026
Shore Point Advisors, LLC History No change 6,835 303 0.1% 0.1% 1044 0 0.0% Q2 2026 Jul 14, 2026
Leading Edge Financial Planning LLC History No change 6,824 302 0.05% 0.05% 1045 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 6,803 301 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 11, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 6,740 298 0.02% 0.02% 1047 0 0.0% Q2 2026 Jul 13, 2026
Glass Jacobson Investment Advisors llc History No change 6,735 298 0.09% 0.09% 1048 0 0.0% Q2 2026 Jul 30, 2026
Annandale Capital, LLC History No change 6,699 297 0.04% 0.04% 1049 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 6,705 297 0.1% 0.1% 1050 0 0.0% Q2 2026 Jul 23, 2026
Prairiewood Capital, LLC History No change 6,692 296 0.08% 0.08% 1051 0 0.0% Q2 2026 Jul 28, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 6,666 295 0.02% 0.02% 1052 0 0.0% Q2 2026 Jul 23, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 6,544 290 0.14% 0.14% 1053 0 0.0% Q2 2026 Aug 05, 2026
Ironwood Financial, llc History No change 6,509 288 0.05% 0.05% 1054 0 0.0% Q2 2026 Jul 17, 2026
Roble, Belko & Company, Inc History No change 6,477 287 0.03% 0.03% 1055 0 0.0% Q2 2026 Jul 24, 2026
Lynx Investment Advisory History No change 6,487 287 0.09% 0.09% 1056 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 6,450 286 0.0% — 1057 +6,450 New Q3 2026 Oct 05, 2026
FIRST FOUNDATION ADVISORS History No change 6,430 285 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 6,422 284 0.01% 0.01% 1059 0 0.0% Q2 2026 Jul 27, 2026
Catawba River Capital History No change 6,366 282 0.13% 0.13% 1060 0 0.0% Q2 2026 Jul 22, 2026
E&G Advisors, LLC History No change 6,335 281 0.05% 0.05% 1061 0 0.0% Q2 2026 Jul 23, 2026
Global Trust Asset Management, LLC History No change 6,348 281 0.09% 0.09% 1062 0 0.0% Q2 2026 Aug 03, 2026
Silver Lake Advisory, LLC History No change 6,315 280 0.1% 0.1% 1063 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 6,285 279 0.02% 0.02% 1064 +6 0.1% Q3 2026 Oct 09, 2026
Selby Wealth Management, LLC History No change 6,301 279 0.1% 0.1% 1065 0 0.0% Q2 2026 Jul 09, 2026
SpringVest Wealth Management LLC History No change 6,282 278 0.17% 0.17% 1066 0 0.0% Q2 2026 Jul 22, 2026
Thayer Financial, L.L.C. History No change 6,288 278 0.25% 0.25% 1067 0 0.0% Q2 2026 Jul 08, 2026
Huntleigh Advisors, Inc. History No change 6,253 277 0.04% 0.04% 1068 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Management, LLC History No change 6,256 277 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 09, 2026
Elm Partners Management LLC History No change 6,201 275 0.01% 0.01% 1070 0 0.0% Q2 2026 Oct 07, 2026
Ellsworth Advisors, LLC History No change 6,172 275 0.05% 0.05% 1071 0 0.0% Q2 2026 Jul 16, 2026
Vertex Planning Partners, LLC History No change 6,205 275 0.04% 0.04% 1072 0 0.0% Q2 2026 Aug 14, 2026
Optivise Advisory Services LLC History No change 6,197 274 0.14% 0.14% 1073 0 0.0% Q2 2026 Jul 13, 2026
Black Diamond Financial, LLC History No change 6,175 273 0.02% 0.02% 1074 0 0.0% Q2 2026 Aug 04, 2026
CWS Financial Advisors, LLC History No change 6,123 271 0.06% 0.06% 1075 0 0.0% Q2 2026 Jul 30, 2026
Intentional Wealth Strategies, LLC History No change 6,110 271 0.25% 0.25% 1076 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 6,102 270 0.0% 0.0% 1077 0 0.0% Q2 2026 Aug 14, 2026
SmartHarvest Portfolios, LLC History No change 6,089 270 0.09% 0.09% 1078 0 0.0% Q2 2026 Aug 04, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,071 269 0.07% 0.07% 1079 0 0.0% Q2 2026 Jul 30, 2026
Powerhouse Assets LLC History No change 6,064 268 0.22% 0.22% 1080 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 6,042 268 0.06% 0.06% 1081 0 0.0% Q2 2026 Jul 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 6,000 266 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 07, 2026
Ryan Investment Management, Inc. History No change 6,009 266 0.12% 0.12% 1083 0 0.0% Q2 2026 Jul 07, 2026
Sollinda Capital Management LLC History No change 5,983 265 0.06% 0.06% 1084 0 0.0% Q2 2026 Aug 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 5,891 261 0.02% 0.02% 1085 0 0.0% Q2 2026 Jul 09, 2026
BURNEY CO/ History No change 5,867 260 0.01% 0.01% 1086 0 0.0% Q2 2026 Jul 14, 2026
Hills Bank & Trust Co History No change 5,841 259 0.01% 0.01% 1087 0 0.0% Q2 2026 Aug 10, 2026
Lakeridge Wealth Management LLC History No change 5,818 258 0.09% 0.09% 1088 0 0.0% Q2 2026 Jul 14, 2026
Petix & Botte Co History No change 5,748 254 0.05% 0.05% 1089 0 0.0% Q2 2026 Aug 04, 2026
Smallwood Wealth Investment Management, LLC History No change 5,727 254 0.11% 0.11% 1090 0 0.0% Q2 2026 Jul 23, 2026
Roan Capital Partners History No change 5,724 254 0.19% 0.21% 1091 0 0.0% Q3 2026 Oct 09, 2026
Klaas Financial Asset Advisors, LLC History No change 5,711 253 0.03% 0.03% 1092 0 0.0% Q2 2026 Jul 15, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,690 252 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 5,677 251 0.03% 0.03% 1094 0 0.0% Q2 2026 Jul 13, 2026
Altura Wealth Advisors Inc. History No change 5,636 250 0.08% 0.08% 1095 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 5,598 248 0.05% 0.05% 1096 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 5,569 247 0.03% 0.03% 1097 0 0.0% Q2 2026 Jul 13, 2026
PVG ASSET MANAGEMENT CORP History No change 5,508 244 0.14% 0.14% 1098 0 0.0% Q2 2026 Jul 01, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 5,502 244 0.04% 0.04% 1099 0 0.0% Q2 2026 Aug 10, 2026
Trilogy Capital Inc. History No change 5,516 244 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 02, 2026
Flagship Private Wealth, LLC History No change 5,500 243 0.09% 0.09% 1101 0 0.0% Q2 2026 Aug 04, 2026
Slagle Financial, LLC History No change 5,492 243 0.07% 0.07% 1102 0 0.0% Q2 2026 Jul 29, 2026
BlueChip Wealth Advisors LLC History No change 5,461 242 0.09% 0.09% 1103 0 0.0% Q2 2026 Jul 30, 2026
Advisory Solutions Group, LLC History No change 5,474 242 0.08% 0.08% 1104 0 0.0% Q2 2026 Jul 29, 2026
RiverFront Investment Group, LLC History No change 5,446 241 0.0% 0.0% 1105 0 0.0% Q2 2026 Jul 29, 2026
JB Capital LLC History No change 5,439 241 0.01% 0.01% 1106 0 0.0% Q2 2026 Jul 29, 2026
Vann Equity Management LLC History No change 5,424 241 0.14% 0.15% 1107 0 0.0% Q3 2026 Oct 07, 2026
Opus Capital Group, LLC History No change 5,395 239 0.02% 0.02% 1108 0 0.0% Q2 2026 Jul 31, 2026
CWC Advisors, LLC. History No change 5,347 237 0.11% 0.11% 1109 0 0.0% Q2 2026 Jul 21, 2026
Gilbert & Cook, Inc. History No change 5,325 236 0.03% 0.03% 1110 0 0.0% Q2 2026 Jul 28, 2026
Elk River Wealth Management LLC History No change 5,256 233 0.04% 0.04% 1111 0 0.0% Q2 2026 Aug 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 5,250 232 0.02% 0.02% 1112 0 0.0% Q2 2026 Jul 31, 2026
Permanent Capital Management, LP History No change 5,250 232 0.03% 0.03% 1113 0 0.0% Q2 2026 Aug 12, 2026
Ridgewood Investments LLC History No change 5,213 231 0.09% 0.09% 1114 0 0.0% Q3 2026 Oct 05, 2026
MBL Wealth, LLC History No change 5,200 230 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 15, 2026
PCM Encore, LLC History No change 5,190 230 0.04% 0.04% 1116 0 0.0% Q2 2026 Aug 11, 2026
Elgethun Capital Management History No change 5,113 226 0.03% 0.03% 1117 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Consulting LLC History No change 5,090 225 0.15% 0.15% 1118 0 0.0% Q2 2026 Aug 06, 2026
RAINIER FAMILY WEALTH INC History No change 5,035 223 0.13% 0.13% 1119 0 0.0% Q2 2026 Jul 15, 2026
Tencap Wealth Coaching, LLC History No change 5,026 223 0.07% 0.07% 1120 0 0.0% Q2 2026 Jul 29, 2026
OneAscent Financial Services LLC History No change 4,983 221 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 11, 2026
Envision Financial Planning, LLC History No change 4,983 221 0.07% 0.07% 1122 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,988 221 0.0% 0.0% 1123 0 0.0% Q2 2026 Aug 03, 2026
Human Investing LLC History No change 4,863 215 0.03% 0.03% 1124 0 0.0% Q2 2026 Jul 21, 2026
Three Arch Wealth Management LLC History No change 4,851 215 0.03% 0.03% 1125 0 0.0% Q2 2026 Aug 06, 2026
Bouchey Financial Group, Ltd. History No change 4,781 212 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 27, 2026
Solutions 4 Wealth, Ltd History No change 4,758 211 0.27% 0.27% 1127 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 4,734 210 0.02% 0.02% 1128 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 4,708 208 0.03% 0.03% 1129 0 0.0% Q2 2026 Aug 05, 2026
Meritas Wealth Management, LLC History No change 4,689 208 0.08% 0.08% 1130 0 0.0% Q2 2026 Jul 21, 2026
AMARILLO NATIONAL BANK History No change 4,632 205 0.03% 0.03% 1131 0 0.0% Q2 2026 Jul 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 4,601 204 0.1% 0.1% 1132 0 0.0% Q2 2026 Aug 13, 2026
Roehl & Yi Investment Advisors, LLC History No change 4,617 204 0.07% 0.07% 1133 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History No change 4,547 202 0.01% 0.01% 1134 0 0.0% Q3 2026 Oct 05, 2026
Spire Wealth Management History No change 4,552 201 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 15, 2026
DDD Partners, LLC History No change 4,524 200 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 05, 2026
Trifecta Capital Advisors, LLC History No change 4,492 199 0.03% 0.03% 1137 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 4,481 198 0.02% 0.02% 1138 0 0.0% Q2 2026 Aug 06, 2026
Frankly Finances, LLC History No change 4,460 197 0.16% 0.16% 1139 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 4,380 194 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,314 191 0.02% 0.02% 1141 0 0.0% Q2 2026 Aug 07, 2026
Markowski Investments History No change 4,321 191 0.04% 0.04% 1142 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 4,047 180 0.0% 0.01% 1143 -1,607 -28.42% Q3 2026 Oct 02, 2026
Nalls Sherbakoff Group, LLC History No change 4,035 179 0.13% 0.13% 1144 0 0.0% Q2 2026 Aug 17, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 3,879 172 0.03% 0.03% 1145 0 0.0% Q2 2026 Jul 23, 2026
BOKF, NA History No change 3,728 165 0.0% 0.0% 1146 0 0.0% Q2 2026 Aug 10, 2026
Investors Portfolio Services LLC History No change 3,589 159 0.12% 0.12% 1147 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 3,485 154 0.04% 0.04% 1148 0 0.0% Q2 2026 Jul 28, 2026
Abound Wealth Management History No change 3,490 154 0.03% 0.03% 1149 0 0.0% Q2 2026 Jul 10, 2026
REAP Financial Group, LLC History No change 3,452 153 0.03% 0.03% 1150 0 0.0% Q2 2026 Aug 04, 2026
ABOUND FINANCIAL, LLC History No change 3,439 152 0.06% 0.06% 1151 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 3,425 151 0.02% 0.02% 1152 0 0.0% Q2 2026 Jul 20, 2026
CoreFirst Bank & Trust History No change 3,380 149 0.07% 0.07% 1153 0 0.0% Q2 2026 Aug 05, 2026
Joseph Group Capital Management History No change 3,325 147 0.03% 0.03% 1154 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History No change 3,333 147 0.03% 0.03% 1155 0 0.0% Q2 2026 Jul 20, 2026
TFC Financial Management, Inc. History No change 3,137 139 0.02% 0.02% 1156 0 0.0% Q2 2026 Jul 23, 2026
Kings Path Partners LLC History No change 3,086 136 0.04% 0.04% 1157 0 0.0% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,000 133 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 3,000 133 0.05% 0.05% 1159 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,644 117 0.01% 0.01% 1160 0 0.0% Q2 2026 Jul 07, 2026
DHJJ Financial Advisors, Ltd. History No change 2,587 114 0.03% 0.03% 1161 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 2,508 111 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 05, 2026
NI ACQUISITIONS COMPANY, LLC History No change 2,414 107 0.05% 0.05% 1163 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,402 106 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 20, 2026
Turn8 Private Wealth Inc. History No change 2,322 103 0.07% 0.07% 1165 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON-ALTUS USA INC. History No change 2,600 101 0.07% 0.07% 1166 0 0.0% Q2 2026 Sep 17, 2026
BFSG, LLC History No change 2,164 95 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 20, 2026
Investors Research Corp History No change 2,155 95 0.02% 0.02% 1168 0 0.0% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 1,907 84 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 1,867 82 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 1,800 79 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,738 77 0.03% 0.03% 1172 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 1,737 77 0.05% 0.05% 1173 0 0.0% Q2 2026 Aug 17, 2026
Oakmont Advisory Group, LLC History No change 1,618 71 0.06% 0.06% 1174 0 0.0% Q2 2026 Aug 03, 2026
SITTNER & NELSON, LLC History No change 1,497 66 0.02% 0.02% 1175 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,425 63 0.04% 0.04% 1176 0 0.0% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History No change 1,438 63 0.03% 0.03% 1177 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 1,401 62 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,403 62 0.0% 0.0% 1179 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 1,345 59 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History Added to 1,288 57 0.03% 0.04% 1181 +3 0.23% Q3 2026 Oct 02, 2026
Hurley Capital, LLC History No change 1,271 56 0.03% 0.03% 1182 0 0.0% Q2 2026 Aug 10, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,153 51 0.02% 0.02% 1183 0 0.0% Q2 2026 Jul 17, 2026
CGC Financial Services, LLC History No change 1,070 47 0.01% 0.01% 1184 0 0.0% Q2 2026 Jul 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,018 45 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 28, 2026
WEST PACES ADVISORS INC. History No change 1,025 45 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 17, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,000 44 0.0% 0.0% 1187 0 0.0% Q3 2026 Oct 05, 2026
Bare Financial Services, Inc History No change 1,007 44 0.01% 0.01% 1188 0 0.0% Q2 2026 Jul 27, 2026
Synergy Investment Management, LLC History No change 993 43 0.01% 0.01% 1189 0 0.0% Q2 2026 Aug 14, 2026
Gleason Group, Inc. History No change 861 38 0.0% 0.0% 1190 0 0.0% Q2 2026 Jul 13, 2026
BankPlus Trust Department History No change 836 37 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 779 34 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF VERMONT History No change 740 32 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 07, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 728 32 0.0% 0.0% 1194 0 0.0% Q2 2026 Aug 13, 2026
Evensky & Katz LLC History No change 656 29 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 22, 2026
TOP Private Wealth LLC. History No change 666 29 0.03% 0.03% 1196 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 628 27 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 23, 2026
Biltmore Family Office, LLC History No change 629 27 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 12, 2026
Cranbrook Wealth Management, LLC History No change 526 23 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 06, 2026
Winch Advisory Services, LLC History No change 477 21 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 485 21 0.01% 0.01% 1201 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 471 20 0.01% 0.01% 1202 0 0.0% Q2 2026 Aug 14, 2026
Parvin Asset Management, LLC History No change 400 17 0.01% 0.01% 1203 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 358 15 0.01% 0.01% 1204 0 0.0% Q2 2026 Aug 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 334 14 0.01% 0.01% 1205 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisory Services, LLC History No change 308 13 0.0% 0.0% 1206 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 308 13 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 03, 2026
Quent Capital, LLC History No change 274 12 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 274 12 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 243 10 0.0% 0.0% 1210 0 0.0% Q2 2026 Jul 29, 2026
Pacific Center for Financial Services History No change 246 10 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 05, 2026
Nemes Rush Group LLC History No change 227 10 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 14, 2026
Family Manage LLC History No change 216 9 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 14, 2026
TOWER TRUST & INVESTMENT Co History No change 151 6 0.0% 0.0% 1214 0 0.0% Q2 2026 Jul 09, 2026
Key Capital Management, INC History No change 131 5 0.0% 0.0% 1215 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 66 2 0.0% 0.0% 1216 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 24 1 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 27 1 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History No change 31 1 0.0% 0.0% 1219 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.03% — -13,739 -100.0% Q3 2026 Oct 09, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 0.04% — -11,314 -100.0% Q3 2026 Oct 08, 2026
FINANCIAL MANAGEMENT NETWORK INC History Closed out 0 0 — 0.05% — -7,700 -100.0% Q3 2026 Oct 08, 2026
Bullock Wealth Management Group History Closed out 0 0 — 0.05% — -2,764 -100.0% Q3 2026 Oct 09, 2026
Go Invest LLC History Closed out 0 0 — 0.01% — -1,407 -100.0% Q3 2026 Oct 08, 2026
Bogart Wealth, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026