Dimensional ETF Trust - DFAS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History No change 27,823,389 2,290,977 1.34% 1.34% 1 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 9,449,673 778,086 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 6,821,323 561,667 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
Index Fund Advisors, Inc. History No change 5,887,790 484,800 19.25% 19.25% 4 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 3,276,884 269,818 0.28% 0.28% 5 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 3,262,743 268,654 3.42% 3.42% 6 0 0.0% Q2 2026 Aug 14, 2026
TCI Wealth Advisors, Inc. History No change 2,820,974 232,278 10.05% 10.05% 7 0 0.0% Q2 2026 Jul 29, 2026
Root Financial Partners, LLC History No change 2,329,592 191,818 7.45% 7.45% 8 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 2,237,685 184,250 2.09% 2.09% 9 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,874,508 154,347 0.04% 0.04% 10 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,506,590 124,052 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 19, 2026
Midwest Trust Co History No change 1,328,794 109,412 1.24% 1.24% 12 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 1,279,755 105,420 0.31% 0.31% 13 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 1,248,027 102,762 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 1,235,907 101,762 2.91% 2.91% 15 0 0.0% Q2 2026 Jul 22, 2026
Plancorp, LLC History No change 1,246,691 100,620 2.46% 2.46% 16 0 0.0% Q2 2026 Jul 14, 2026
Evanson Financial, LLC History No change 1,217,796 100,273 4.91% 4.91% 17 0 0.0% Q2 2026 Jul 07, 2026
ROYAL BANK OF CANADA History No change 1,200,879 98,881 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Premier Financial Group History No change 1,178,528 97,039 19.51% 19.51% 19 0 0.0% Q2 2026 Sep 18, 2026
Great Waters Wealth Management History Added to 1,227,703 95,048 8.55% 8.77% 20 +77,573 6.74% Q3 2026 Oct 07, 2026
HighTower Advisors, LLC History No change 1,127,524 92,840 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,127,165 92,810 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST BANK History No change 1,115,723 91,868 6.42% 6.42% 23 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 1,067,070 87,862 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 979,623 80,662 7.88% 7.88% 25 0 0.0% Q2 2026 Jul 13, 2026
Focus Partners Advisor Solutions, LLC History No change 943,404 77,679 0.66% 0.66% 26 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 942,761 77,626 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 07, 2026
Sageworth Trust Co History No change 919,443 75,706 2.98% 2.98% 28 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 908,781 74,829 0.22% 0.22% 29 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 901,285 74,211 0.36% 0.36% 30 0 0.0% Q2 2026 Jul 13, 2026
First Command Advisory Services, Inc. History No change 887,282 73,037 0.43% 0.43% 31 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 878,685 72,350 0.11% 0.11% 32 0 0.0% Q2 2026 Aug 14, 2026
Bernicke Wealth Management, Ltd. History No change 833,700 68,646 7.97% 7.97% 33 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 820,209 67,535 0.86% 0.86% 34 0 0.0% Q2 2026 Aug 05, 2026
Wealth Management Nebraska History No change 808,407 66,564 5.94% 5.94% 35 0 0.0% Q2 2026 Jul 27, 2026
Stordahl Capital Management, Inc. History No change 724,321 59,640 10.92% 10.92% 36 0 0.0% Q2 2026 Jul 14, 2026
DiNuzzo Private Wealth, Inc. History No change 719,169 59,216 5.86% 5.86% 37 0 0.0% Q2 2026 Jul 10, 2026
Cerity Partners LLC History No change 704,902 58,042 0.07% 0.07% 38 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 685,880 56,474 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 679,277 55,931 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 676,193 55,677 0.21% 0.21% 41 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 673,027 55,417 0.07% 0.07% 42 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 684,518 55,131 1.1% 1.1% 43 0 0.0% Q2 2026 Jul 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 699,167 54,129 1.43% 1.53% 44 -20,141 -2.8% Q3 2026 Oct 05, 2026
Three Arch Wealth Management LLC History No change 622,027 51,217 7.86% 7.86% 45 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History Added to 637,117 49,325 1.41% 1.75% 46 +33,842 5.61% Q3 2026 Oct 13, 2026
DIXON FNANCIAL SERVICES, INC. History No change 553,678 45,589 18.47% 18.47% 47 0 0.0% Q2 2026 Jul 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 549,404 45,238 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 14, 2026
Elser Financial Planning, Inc History No change 539,346 44,409 1.93% 1.93% 49 0 0.0% Q2 2026 Jul 14, 2026
TRUIST FINANCIAL CORP History No change 516,155 42,500 0.05% 0.05% 50 0 0.0% Q2 2026 Jul 28, 2026
Modera Wealth Management, LLC History No change 511,559 42,121 0.45% 0.45% 51 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 511,228 42,094 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 505,291 41,605 2.61% 2.61% 53 0 0.0% Q2 2026 Jul 08, 2026
Hurlow Wealth Management Group, Inc. History No change 504,189 41,514 8.64% 8.64% 54 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History Added to 534,904 41,412 2.98% 3.04% 55 +23,387 4.57% Q3 2026 Oct 07, 2026
Corient Private Wealth LP History No change 493,378 40,624 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 27, 2026
OSAIC HOLDINGS, INC. History No change 492,155 40,525 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 14, 2026
Richard Young Associates, Ltd. History No change 463,838 38,192 25.38% 25.38% 58 0 0.0% Q2 2026 Jul 27, 2026
DecisionPoint Financial, LLC History No change 451,314 37,039 6.86% 6.86% 59 0 0.0% Q2 2026 Aug 05, 2026
Austin Asset Management Co Inc History No change 447,771 36,869 5.14% 5.14% 60 0 0.0% Q2 2026 Jul 31, 2026
Heritage Investment Group, Inc. History No change 433,167 35,666 4.79% 4.79% 61 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL CONSULATE, INC History No change 433,095 35,661 3.97% 3.97% 62 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Management, Inc./Texas History No change 426,641 35,129 13.52% 13.52% 63 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 420,588 34,631 0.08% 0.08% 64 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 420,312 34,608 0.17% 0.17% 65 0 0.0% Q2 2026 Jul 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 418,581 34,466 2.53% 2.53% 66 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 433,745 33,580 0.24% 0.25% 67 +45,609 11.75% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 399,583 32,729 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
ACORN CREEK CAPITAL LLC History No change 392,045 32,280 10.79% 10.79% 69 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History Added to 396,207 30,872 0.39% 0.41% 70 +38,279 10.69% Q3 2026 Oct 08, 2026
CAPTRUST FINANCIAL ADVISORS History No change 368,474 30,340 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 13, 2026
Tanager Wealth Management LLP History No change 366,497 30,177 2.63% 2.63% 72 0 0.0% Q2 2026 Jul 23, 2026
Disciplined Equity Management, Inc. History No change 365,926 30,130 13.34% 13.34% 73 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 361,150 29,737 0.14% 0.14% 74 0 0.0% Q2 2026 Aug 18, 2026
ASSETMARK, INC History No change 359,277 29,582 0.05% 0.05% 75 0 0.0% Q2 2026 Jul 30, 2026
CHOREO, LLC History No change 358,848 29,547 0.32% 0.32% 76 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 358,595 29,526 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 05, 2026
Your Advocates Ltd., LLP History No change 347,763 28,634 8.18% 8.18% 78 0 0.0% Q2 2026 Aug 05, 2026
Tillman Hartley LLC History No change 342,420 28,194 6.33% 6.33% 79 0 0.0% Q2 2026 Aug 06, 2026
Guardian Wealth Management, LLC History No change 338,393 27,863 7.81% 7.81% 80 0 0.0% Q2 2026 Jul 24, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 324,817 26,745 5.3% 5.3% 81 0 0.0% Q2 2026 Jul 17, 2026
Advisory Alpha, LLC History No change 320,063 26,354 0.65% 0.65% 82 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 317,417 26,136 0.38% 0.38% 83 0 0.0% Q2 2026 Jul 14, 2026
Tilson Financial Group, Inc. History No change 314,786 25,919 7.13% 7.13% 84 0 0.0% Q2 2026 Jul 27, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 309,328 25,470 2.01% 2.01% 85 0 0.0% Q2 2026 Aug 06, 2026
Parkwoods Wealth Partners, LLC History No change 304,730 25,091 4.03% 4.03% 86 0 0.0% Q2 2026 Jul 27, 2026
Timonier Family Office, LTD. History No change 302,816 24,933 7.04% 7.04% 87 0 0.0% Q2 2026 Aug 03, 2026
MISSION WEALTH MANAGEMENT, LP History No change 301,920 24,860 0.3% 0.3% 88 0 0.0% Q2 2026 Jul 20, 2026
Planning Center, Inc. History No change 300,501 24,743 2.33% 2.33% 89 0 0.0% Q2 2026 Jul 29, 2026
Foster Group, Inc. History Reduced 317,493 24,580 0.67% 0.7% 90 -3,673 -1.14% Q3 2026 Oct 13, 2026
Forum Private Client Group LLC History No change 298,118 24,547 7.31% 7.31% 91 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 295,411 24,324 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 290,953 23,957 11.71% 11.71% 93 0 0.0% Q2 2026 Aug 07, 2026
HILL ISLAND FINANCIAL LLC History No change 289,884 23,869 5.09% 5.09% 94 0 0.0% Q2 2026 Aug 11, 2026
Pillar Financial Advisors, LLC History No change 289,794 23,861 12.48% 12.48% 95 0 0.0% Q2 2026 Jul 24, 2026
PCA Investment Advisory Services Inc. History Added to 307,848 23,833 6.47% 6.79% 96 +12,544 4.25% Q3 2026 Oct 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 286,224 23,567 1.94% 1.94% 97 0 0.0% Q2 2026 Aug 14, 2026
McNamara Financial Services, Inc. History No change 283,052 23,306 4.02% 4.02% 98 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 282,786 23,284 0.65% 0.65% 99 0 0.0% Q2 2026 Aug 05, 2026
Financial Synergies Wealth Advisors, Inc. History No change 278,687 22,947 1.95% 1.95% 100 0 0.0% Q2 2026 Jul 17, 2026
BlackRock, Inc. History No change 274,915 22,636 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 271,181 22,329 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 12, 2026
Allodium Investment Consultants, LLC History No change 270,820 22,299 9.47% 9.47% 103 0 0.0% Q2 2026 Jul 14, 2026
PARK AVENUE SECURITIES LLC History No change 264,616 21,788 0.14% 0.14% 104 0 0.0% Q2 2026 Jul 20, 2026
Clear Creek Financial Management, LLC History No change 263,071 21,661 1.39% 1.39% 105 0 0.0% Q2 2026 Jul 27, 2026
EnRich Financial Partners LLC History No change 255,558 21,042 5.0% 5.0% 106 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 255,152 21,009 0.96% 0.96% 107 0 0.0% Q2 2026 Jul 23, 2026
WPWealth LLP History No change 253,917 20,907 3.1% 3.1% 108 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 251,896 20,741 1.67% 1.67% 109 0 0.0% Q2 2026 Jul 14, 2026
Tassel Capital Management, Inc. History No change 250,557 20,630 9.66% 9.66% 110 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 248,065 20,425 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 241,729 19,802 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 239,327 19,706 0.27% 0.27% 113 0 0.0% Q2 2026 Aug 12, 2026
Lutz Financial Services LLC History No change 238,326 19,623 1.19% 1.19% 114 0 0.0% Q2 2026 Aug 05, 2026
McLean Asset Management Corp History No change 241,473 19,566 2.59% 2.59% 115 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 236,987 19,513 0.16% 0.16% 116 0 0.0% Q2 2026 Aug 06, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 234,827 19,335 4.22% 4.22% 117 0 0.0% Q2 2026 Aug 11, 2026
M Holdings Securities, Inc. History No change 235,674 19,278 2.64% 2.64% 118 0 0.0% Q2 2026 Aug 11, 2026
New Hampshire Trust History No change 225,414 18,560 3.5% 3.5% 119 0 0.0% Q2 2026 Jul 27, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 224,550 18,489 13.03% 13.03% 120 0 0.0% Q2 2026 Aug 10, 2026
West Financial Advisors, LLC History No change 224,344 18,472 2.81% 2.81% 121 0 0.0% Q2 2026 Jul 08, 2026
True Link Financial Advisors, LLC History No change 220,656 18,168 1.05% 1.05% 122 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 230,382 17,836 0.29% 0.34% 123 -13,837 -5.67% Q3 2026 Oct 13, 2026
McGlone Suttner Wealth Management, Inc. History Added to 229,457 17,764 2.06% 2.18% 124 +3,347 1.48% Q3 2026 Oct 13, 2026
Aspen Capital Management, LLC History No change 214,183 17,635 3.89% 3.89% 125 0 0.0% Q2 2026 Aug 04, 2026
Factor Wealth Management LTD History Added to 227,746 17,632 2.7% 2.82% 126 +1,134 0.5% Q3 2026 Oct 08, 2026
First Bancorp, Inc /ME/ History No change 205,995 16,961 6.69% 6.69% 127 0 0.0% Q2 2026 Aug 11, 2026
Midwest Heritage Bank, FSB History No change 199,457 16,423 4.66% 4.66% 128 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 262,130 16,372 0.02% 0.03% 129 -6,985 -2.6% Q3 2026 Oct 13, 2026
CGN Advisors LLC History No change 197,455 16,258 1.19% 1.19% 130 0 0.0% Q2 2026 Jul 06, 2026
Bridgewater Advisors Inc. History No change 193,874 15,955 0.87% 0.87% 131 0 0.0% Q2 2026 Aug 05, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 203,180 15,730 9.0% 9.22% 132 +11,268 5.87% Q3 2026 Oct 08, 2026
AIRE ADVISORS, LLC History No change 190,980 15,725 2.56% 2.56% 133 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 190,254 15,665 2.22% 2.22% 134 0 0.0% Q2 2026 Aug 06, 2026
Wescott Financial Advisory Group, LLC History No change 189,932 15,639 1.21% 1.21% 135 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History Added to 200,866 15,551 0.44% 0.47% 136 +219 0.11% Q3 2026 Oct 13, 2026
Burk Holdings LLC History No change 188,591 15,528 5.74% 5.74% 137 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 186,248 15,335 1.22% 1.22% 138 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 185,715 15,291 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
B&D White Capital Company, LLC History No change 185,231 15,251 1.52% 1.52% 140 0 0.0% Q2 2026 Jul 31, 2026
CONNABLE OFFICE INC History No change 184,557 15,196 1.34% 1.34% 141 0 0.0% Q2 2026 Aug 03, 2026
American Investment Services, Inc. History No change 183,701 15,125 3.2% 3.2% 142 0 0.0% Q2 2026 Aug 12, 2026
Sterling Wealth Management, Inc. History No change 182,371 15,016 3.73% 3.73% 143 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 180,549 14,866 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 07, 2026
Spinnaker Investment Group, LLC History Reduced 191,362 14,815 2.33% 2.53% 145 -772 -0.4% Q3 2026 Oct 13, 2026
Summit Wealth Group, LLC History No change 179,901 14,813 3.02% 3.02% 146 0 0.0% Q2 2026 Aug 04, 2026
Invst, LLC History No change 177,551 14,619 1.43% 1.43% 147 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 176,436 14,527 0.17% 0.17% 148 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 175,491 14,449 0.1% 0.1% 149 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 173,300 14,269 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History Added to 182,449 14,125 3.64% 3.83% 151 +1,367 0.75% Q3 2026 Oct 08, 2026
Pioneer Wealth Management Group History Added to 179,644 13,908 3.28% 3.47% 152 +5,044 2.89% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 168,970 13,842 0.45% 0.45% 153 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 166,905 13,742 0.22% 0.22% 154 0 0.0% Q2 2026 Jul 28, 2026
DRAVO BAY LLC History No change 163,345 13,449 4.65% 4.65% 155 0 0.0% Q2 2026 Aug 11, 2026
Mendota Financial Group, LLC History Reduced 173,058 13,398 8.31% 9.38% 156 -10,750 -5.85% Q3 2026 Oct 07, 2026
Allworth Financial LP History No change 161,542 13,301 0.06% 0.06% 157 0 0.0% Q2 2026 Aug 11, 2026
Granite Harbor Advisors, Inc. History No change 159,251 13,112 5.18% 5.18% 158 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 158,743 13,070 0.12% 0.12% 159 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 155,022 12,764 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 153,751 12,659 0.13% 0.13% 161 0 0.0% Q2 2026 Jul 28, 2026
Wealth Management Partners, LLC History No change 153,373 12,628 2.97% 2.97% 162 0 0.0% Q2 2026 Jul 22, 2026
MORGAN STANLEY History No change 152,737 12,576 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
VeraBank, N.A. History No change 152,676 12,571 2.08% 2.08% 164 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 173,609 12,348 0.34% 0.34% 165 0 0.0% Q2 2026 Aug 13, 2026
Wood Tarver Financial Group, LLC History No change 149,093 12,276 2.9% 2.9% 166 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 147,590 12,152 1.05% 1.05% 167 0 0.0% Q2 2026 Jul 20, 2026
WorthPointe, LLC History No change 146,985 12,102 3.04% 3.04% 168 0 0.0% Q2 2026 Jul 31, 2026
Envision Financial Planning, LLC History No change 143,153 11,787 3.84% 3.84% 169 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 143,008 11,775 0.79% 0.79% 170 0 0.0% Q2 2026 Jul 15, 2026
Spire Wealth Management History No change 141,576 11,657 0.35% 0.35% 171 0 0.0% Q2 2026 Jul 15, 2026
Forum Financial Management, LP History No change 141,455 11,647 0.15% 0.15% 172 0 0.0% Q2 2026 Jul 23, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 141,095 11,617 9.03% 9.03% 173 0 0.0% Q2 2026 Aug 07, 2026
Daner Wealth Management, LLC History No change 135,563 11,410 6.19% 6.19% 174 0 0.0% Q2 2026 Aug 14, 2026
Colorado Capital Management, Inc. History No change 138,520 11,406 3.89% 3.89% 175 0 0.0% Q2 2026 Jul 08, 2026
Capital Analysts, LLC History No change 138,463 11,401 0.26% 0.26% 176 0 0.0% Q2 2026 Aug 05, 2026
GEM Asset Management, LLC History Added to 144,253 11,168 4.44% 4.43% 177 +7,640 5.59% Q3 2026 Oct 13, 2026
Discipline Wealth Solutions, LLC History No change 134,696 11,090 0.97% 0.97% 178 0 0.0% Q2 2026 Jul 21, 2026
KELLEHER FINANCIAL ADVISORS History No change 134,526 11,076 1.57% 1.57% 179 0 0.0% Q2 2026 Aug 06, 2026
Ballentine Capital Advisors, Inc History No change 132,295 10,893 4.1% 4.1% 180 0 0.0% Q2 2026 Jul 23, 2026
CURIO WEALTH, LLC History No change 130,300 10,728 3.33% 3.33% 181 0 0.0% Q2 2026 Aug 07, 2026
Waterfront Wealth Inc. History No change 129,369 10,494 1.63% 1.63% 182 0 0.0% Q2 2026 Jul 30, 2026
Rehmann Capital Advisory Group History No change 127,129 10,469 0.48% 0.48% 183 0 0.0% Q2 2026 Aug 20, 2026
Hardy Reed LLC History No change 126,528 10,418 0.67% 0.67% 184 0 0.0% Q2 2026 Aug 03, 2026
CarsonAllaria Wealth Management, Ltd. History No change 125,618 10,343 4.48% 4.48% 185 0 0.0% Q2 2026 Jul 28, 2026
TFO Wealth Partners, LLC History No change 123,258 10,149 1.1% 1.1% 186 0 0.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 122,072 10,051 0.65% 0.65% 187 0 0.0% Q2 2026 Aug 14, 2026
Syverson Strege & Co History No change 121,633 10,015 2.18% 2.18% 188 0 0.0% Q2 2026 Aug 06, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 120,763 9,942 3.88% 3.88% 189 0 0.0% Q2 2026 Aug 10, 2026
KEB ASSET MANAGEMENT, LLC History No change 120,162 9,894 1.6% 1.6% 190 0 0.0% Q2 2026 Jul 14, 2026
Kestra Advisory Services, LLC History No change 120,004 9,881 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 28, 2026
Cedar Point Capital Partners, LLC History No change 119,981 9,879 5.68% 5.68% 192 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 119,256 9,819 2.3% 2.3% 193 0 0.0% Q2 2026 Jul 15, 2026
MBA Advisors LLC History No change 118,728 9,776 3.29% 3.29% 194 0 0.0% Q2 2026 Jul 28, 2026
Cascade Wealth Advisors, Inc History No change 113,731 9,495 3.81% 3.81% 195 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Group, LLC / IL History No change 114,469 9,425 2.3% 2.3% 196 0 0.0% Q2 2026 Jul 30, 2026
ASPIRIANT, LLC History No change 113,295 9,328 0.23% 0.23% 197 0 0.0% Q2 2026 Jul 20, 2026
KPP Advisory Services LLC History No change 111,946 9,217 1.17% 1.17% 198 0 0.0% Q2 2026 Jul 24, 2026
Platform Technology Partners History No change 111,354 9,168 1.5% 1.5% 199 0 0.0% Q2 2026 Jul 24, 2026
Yardley Wealth Management LLC History No change 109,981 9,055 4.11% 4.11% 200 0 0.0% Q2 2026 Jul 16, 2026
CARDIFF PARK ADVISORS, LLC History No change 109,860 9,045 0.7% 0.7% 201 0 0.0% Q2 2026 Aug 14, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 108,962 8,972 5.7% 5.7% 202 0 0.0% Q2 2026 Jul 31, 2026
Ruedi Wealth Management, Inc. History No change 108,722 8,952 2.1% 2.1% 203 0 0.0% Q2 2026 Jul 29, 2026
Forza Wealth Management, LLC History No change 106,322 8,754 2.69% 2.69% 204 0 0.0% Q2 2026 Jul 17, 2026
Aegis Wealth Management LLC History No change 105,196 8,661 4.07% 4.07% 205 0 0.0% Q2 2026 Aug 07, 2026
TME FINANCIAL, INC. History No change 103,731 8,541 5.27% 5.27% 206 0 0.0% Q2 2026 Jul 23, 2026
CLARIS ADVISORS, LLC / MO / History No change 103,413 8,515 2.22% 2.22% 207 0 0.0% Q2 2026 Jul 21, 2026
RFG Advisory, LLC History No change 102,292 8,422 0.13% 0.13% 208 0 0.0% Q2 2026 Jul 15, 2026
Ruggaard & Associates LLC History No change 102,255 8,419 3.02% 3.02% 209 0 0.0% Q2 2026 Aug 17, 2026
LAM GROUP, INC. History No change 101,138 8,327 4.14% 4.14% 210 0 0.0% Q2 2026 Jul 10, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 100,412 8,267 4.33% 4.33% 211 0 0.0% Q2 2026 Jul 20, 2026
Sageworth Trust Co of South Dakota History No change 98,702 8,127 5.01% 5.01% 212 0 0.0% Q2 2026 Jul 28, 2026
JDH Wealth Management, LLC History No change 98,258 8,090 4.92% 4.92% 213 0 0.0% Q2 2026 Jul 22, 2026
Cordant, Inc. History No change 97,484 8,026 2.89% 2.89% 214 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Financial Partners, Inc. History No change 97,198 8,003 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 14, 2026
SeedSafe Financial LLC History No change 96,633 7,953 5.73% 5.73% 216 0 0.0% Q2 2026 Aug 12, 2026
Navigoe, LLC History No change 95,551 7,867 4.11% 4.11% 217 0 0.0% Q2 2026 Jul 31, 2026
Rockefeller Capital Management L.P. History No change 95,451 7,859 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 95,003 7,822 0.09% 0.09% 219 0 0.0% Q2 2026 Jul 28, 2026
Parker Financial LLC History No change 94,250 7,763 2.84% 2.84% 220 0 0.0% Q2 2026 Aug 03, 2026
JMG Financial Group, Ltd. History No change 93,925 7,733 0.19% 0.19% 221 0 0.0% Q2 2026 Jul 31, 2026
Zhang Financial LLC History No change 92,604 7,625 0.22% 0.22% 222 0 0.0% Q2 2026 Jul 30, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 91,061 7,497 5.07% 5.07% 223 0 0.0% Q2 2026 Jul 22, 2026
Alpha Financial Advisors, LLC History No change 90,155 7,423 1.94% 1.94% 224 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 89,442 7,364 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 12, 2026
Florida Trust Wealth Management Co History No change 89,271 7,350 0.18% 0.18% 226 0 0.0% Q2 2026 Jul 27, 2026
JGP Wealth Management, LLC History Reduced 93,229 7,217 0.64% 1.3% 227 -82,275 -46.88% Q3 2026 Oct 09, 2026
Visionary Wealth Advisors History No change 86,969 7,161 0.28% 0.28% 228 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 86,944 7,158 0.07% 0.07% 229 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 91,016 7,046 0.38% 0.6% 230 -39,641 -30.34% Q3 2026 Oct 13, 2026
FIRST NATIONAL BANK SIOUX FALLS History Reduced 87,923 6,806 2.08% 2.99% 231 -56,871 -39.28% Q3 2026 Oct 13, 2026
Larson Financial Group LLC History No change 82,565 6,798 0.18% 0.18% 232 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 82,505 6,793 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 13, 2026
SMI Advisory Services, LLC History Added to 86,151 6,749 1.08% 1.11% 234 +2,610 3.12% Q3 2026 Oct 13, 2026
Kestra Investment Management, LLC History No change 81,423 6,704 0.13% 0.13% 235 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 79,436 6,540 0.88% 0.88% 236 0 0.0% Q2 2026 Jul 24, 2026
Tortoise Investment Management, LLC History No change 78,776 6,486 0.48% 0.48% 237 0 0.0% Q2 2026 Aug 07, 2026
Seneschal Advisors, LLC History No change 78,782 6,486 4.44% 4.44% 238 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 83,157 6,438 1.33% 1.44% 239 -2,471 -2.89% Q3 2026 Oct 05, 2026
First Financial Group Corp History No change 78,084 6,429 4.65% 4.65% 240 0 0.0% Q2 2026 Jul 15, 2026
Physician Wealth Advisors, Inc. History No change 75,964 6,254 0.75% 0.75% 241 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 75,923 6,251 2.44% 2.44% 242 0 0.0% Q2 2026 Aug 06, 2026
Hiley Hunt Wealth Management History Added to 80,433 6,227 2.42% 2.51% 243 +3,416 4.44% Q3 2026 Oct 08, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 75,263 6,197 2.21% 2.21% 244 0 0.0% Q2 2026 Jul 23, 2026
PINKERTON WEALTH, LLC History No change 86,889 6,180 0.53% 0.53% 245 0 0.0% Q2 2026 Jul 30, 2026
Frankly Finances, LLC History No change 73,891 6,084 4.81% 4.81% 246 0 0.0% Q2 2026 Jul 15, 2026
CPA Asset Management Group, LLC History No change 73,854 6,081 1.75% 1.75% 247 0 0.0% Q2 2026 Jul 09, 2026
SageView Advisory Group, LLC History No change 73,811 6,077 0.2% 0.2% 248 0 0.0% Q2 2026 Aug 10, 2026
Navigate Wealth Management, LLC History No change 73,968 6,000 3.72% 3.72% 249 0 0.0% Q2 2026 Jul 23, 2026
Woodward Financial Advisors, Inc. History No change 72,662 5,982 2.0% 2.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 72,051 5,932 0.1% 0.1% 251 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 71,986 5,927 0.26% 0.26% 252 0 0.0% Q2 2026 Jul 31, 2026
Napier Financial, LLC History No change 71,522 5,889 1.23% 1.23% 253 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 70,902 5,838 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Partners, LLC History No change 70,708 5,822 0.7% 0.7% 255 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 69,763 5,744 0.29% 0.29% 256 0 0.0% Q2 2026 Jul 16, 2026
True Freedom Investing, LLC History No change 79,900 5,683 0.44% 0.44% 257 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL TRUST CO History No change 68,849 5,669 0.19% 0.19% 258 0 0.0% Q2 2026 Jul 30, 2026
Altiora Financial Group, LLC History No change 67,906 5,591 0.88% 0.88% 259 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 67,765 5,579 0.03% 0.03% 260 0 0.0% Q2 2026 Sep 23, 2026
Savvy Advisors, Inc. History No change 66,348 5,463 0.12% 0.12% 261 0 0.0% Q2 2026 Aug 03, 2026
Kondo Wealth Advisors, Inc. History No change 65,648 5,405 1.81% 1.81% 262 0 0.0% Q2 2026 Jul 21, 2026
WEALTHSPAN PARTNERS, LLC History No change 65,459 5,389 1.7% 1.7% 263 0 0.0% Q2 2026 Aug 06, 2026
DiPaolo Financial Group, Inc. History No change 64,953 5,348 3.49% 3.49% 264 0 0.0% Q2 2026 Jul 09, 2026
Stadion Money Management, LLC History No change 64,849 5,339 0.46% 0.46% 265 0 0.0% Q2 2026 Aug 14, 2026
Investmark Advisory Group LLC History No change 63,949 5,265 2.0% 2.0% 266 0 0.0% Q2 2026 Aug 07, 2026
DWR WEALTH MANAGEMENT, LLC History Added to 67,597 5,260 3.64% 3.74% 267 +6,631 10.88% Q3 2026 Oct 13, 2026
COMMERCE BANK History No change 63,548 5,232 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 63,017 5,188 0.02% 0.02% 269 0 0.0% Q2 2026 Jul 27, 2026
Strategent Financial, LLC History No change 63,007 5,187 2.99% 2.99% 270 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 62,437 5,141 0.09% 0.09% 271 0 0.0% Q2 2026 Jul 31, 2026
Kane Co Wealth Management, Inc. History No change 62,237 5,124 3.89% 3.89% 272 0 0.0% Q2 2026 Jul 28, 2026
ADVISORTRUST PARTNERS, LLC History No change 61,850 5,092 1.74% 1.74% 273 0 0.0% Q2 2026 Aug 10, 2026
SC&H Financial Advisors, Inc. History No change 61,513 5,064 0.67% 0.67% 274 0 0.0% Q2 2026 Aug 04, 2026
FMB WEALTH MANAGEMENT History No change 61,391 5,054 1.86% 1.86% 275 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 61,310 5,048 0.04% 0.04% 276 0 0.0% Q2 2026 Jul 27, 2026
180 WEALTH ADVISORS, LLC History No change 61,038 5,025 0.5% 0.5% 277 0 0.0% Q2 2026 Jul 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 64,730 5,011 0.09% 0.09% 278 +956 1.5% Q3 2026 Oct 13, 2026
MGO ONE SEVEN LLC History No change 60,779 5,004 0.08% 0.08% 279 0 0.0% Q2 2026 Jul 31, 2026
LYNCH & ASSOCIATES/IN History Added to 64,171 4,968 0.71% 0.16% 280 +52,738 461.28% Q3 2026 Oct 13, 2026
Janney Montgomery Scott LLC History No change 60,199 4,957 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 05, 2026
Broadhurst Jeffrey B History No change 58,515 4,818 10.25% 10.25% 282 0 0.0% Q2 2026 Aug 12, 2026
MLG Wealth Management DBA Pine Grove Financial Group History Added to 62,033 4,802 0.46% 0.51% 283 +1,236 2.03% Q3 2026 Oct 13, 2026
Colony Family Offices, LLC History No change 58,286 4,799 1.05% 1.05% 284 0 0.0% Q2 2026 Jul 20, 2026
DBK Financial Counsel, LLC History Reduced 61,846 4,788 3.84% 4.32% 285 -643 -1.03% Q3 2026 Oct 13, 2026
Sanctuary Advisors, LLC History No change 58,064 4,780 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 13, 2026
TruNorth Capital Management, LLC History No change 57,971 4,773 0.77% 0.77% 287 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 57,927 4,769 1.49% 1.49% 288 0 0.0% Q2 2026 Jul 30, 2026
Adelphi Trust Co History Added to 59,429 4,600 3.03% 3.18% 289 +1,174 2.02% Q3 2026 Oct 05, 2026
Cascade Financial Partners, LLC History No change 55,580 4,576 0.4% 0.4% 290 0 0.0% Q2 2026 Aug 04, 2026
Aspen Wealth Management LLC History No change 55,413 4,562 0.77% 0.77% 291 0 0.0% Q2 2026 Jul 31, 2026
Jacobi Capital Management LLC History No change 55,354 4,557 0.22% 0.22% 292 0 0.0% Q2 2026 Jul 31, 2026
Altura Wealth Advisors Inc. History No change 54,590 4,494 1.52% 1.52% 293 0 0.0% Q2 2026 Jul 22, 2026
Gibraltar Capital Management, Inc. History No change 54,145 4,458 0.69% 0.69% 294 0 0.0% Q2 2026 Jul 20, 2026
CLG LLC History Reduced 57,223 4,430 0.92% 1.11% 295 -4,237 -6.89% Q3 2026 Oct 13, 2026
Greenspring Advisors, LLC History No change 52,888 4,354 0.24% 0.24% 296 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Solutions Inc. History No change 52,865 4,352 1.65% 1.65% 297 0 0.0% Q2 2026 Jul 13, 2026
BCM ADVISORS, LLC History No change 53,519 4,321 0.84% 0.84% 298 0 0.0% Q2 2026 Jul 28, 2026
DeLarme Wealth Management, Inc. History No change 51,763 4,262 2.47% 2.47% 299 0 0.0% Q2 2026 Aug 10, 2026
Harbour Wealth Management Group, Inc. History No change 51,481 4,238 2.86% 2.86% 300 0 0.0% Q2 2026 Aug 07, 2026
Financial Planning Navigators CORP History No change 50,384 4,148 1.55% 1.55% 301 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 50,038 4,120 0.05% 0.05% 302 0 0.0% Q2 2026 Aug 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 49,964 4,114 1.32% 1.32% 303 0 0.0% Q2 2026 Jul 17, 2026
NorthCrest Asset Manangement, LLC History No change 52,499 4,100 0.1% 0.11% 304 0 0.0% Q3 2026 Oct 09, 2026
TCP Asset Management, LLC History No change 49,605 4,084 0.46% 0.46% 305 0 0.0% Q2 2026 Jul 15, 2026
Investment Advisory Group, LLC History No change 49,574 4,081 0.89% 0.89% 306 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 49,544 4,079 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
BWM Planning, LLC History No change 49,119 4,044 0.94% 0.94% 308 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 48,743 4,013 0.04% 0.04% 309 0 0.0% Q2 2026 Jul 27, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 48,508 3,994 0.49% 0.49% 310 0 0.0% Q2 2026 Aug 11, 2026
Armor Investment Advisors, LLC History No change 48,091 3,959 1.27% 1.27% 311 0 0.0% Q2 2026 Aug 04, 2026
PLANWISER FINANCIAL, LLC History No change 47,652 3,923 2.73% 2.73% 312 0 0.0% Q2 2026 Aug 07, 2026
TAGStone Capital, Inc. History No change 47,444 3,906 1.24% 1.24% 313 0 0.0% Q2 2026 Aug 11, 2026
Blume Capital Management, Inc. History No change 47,134 3,881 0.57% 0.57% 314 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Advisors, Inc. History No change 47,041 3,873 2.74% 2.74% 315 0 0.0% Q2 2026 Oct 07, 2026
Strategic Investment Solutions, Inc. /IL History No change 46,493 3,828 0.88% 0.88% 316 0 0.0% Q2 2026 Jul 08, 2026
IHT Wealth Management, LLC History No change 45,917 3,780 0.08% 0.08% 317 0 0.0% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 45,766 3,768 0.61% 0.61% 318 0 0.0% Q2 2026 Jul 23, 2026
Kingsview Wealth Management, LLC History No change 45,609 3,755 0.05% 0.05% 319 0 0.0% Q2 2026 Aug 18, 2026
FourThought Financial Partners, LLC History No change 45,601 3,754 0.29% 0.29% 320 0 0.0% Q2 2026 Aug 12, 2026
ADE, LLC History No change 45,574 3,752 1.59% 1.59% 321 0 0.0% Q2 2026 Aug 04, 2026
Freedom Investment Management, Inc. History No change 45,114 3,714 1.03% 1.03% 322 0 0.0% Q2 2026 Aug 10, 2026
Texas Capital Bank Wealth Management Services Inc History No change 44,934 3,699 0.2% 0.2% 323 0 0.0% Q2 2026 Aug 07, 2026
LEGACY FINANCIAL GROUP, INC. History No change 44,696 3,680 0.86% 0.86% 324 0 0.0% Q2 2026 Jul 30, 2026
HTG Investment Advisors, Inc. History No change 44,514 3,665 0.94% 0.94% 325 0 0.0% Q2 2026 Aug 06, 2026
Belleair Asset Management, LLC History No change 44,446 3,659 3.08% 3.08% 326 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 43,932 3,617 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 43,323 3,567 0.24% 0.24% 328 0 0.0% Q2 2026 Aug 05, 2026
Hartmann Taylor Wealth Management, LLC History No change 49,934 3,551 2.35% 2.35% 329 0 0.0% Q2 2026 Jul 28, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 42,788 3,523 1.08% 1.08% 330 0 0.0% Q2 2026 Jul 29, 2026
Narus Financial Partners, LLC History No change 42,725 3,517 0.9% 0.9% 331 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 42,450 3,495 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 20, 2026
ENZI WEALTH History No change 42,569 3,442 1.09% 1.09% 333 0 0.0% Q2 2026 Jul 15, 2026
First Western Trust Bank History No change 41,664 3,430 0.17% 0.17% 334 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 41,563 3,422 0.04% 0.04% 335 0 0.0% Q2 2026 Aug 12, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 40,946 3,371 1.22% 1.22% 336 0 0.0% Q2 2026 Jul 14, 2026
Cloud Capital Management, LLC History No change 40,587 3,339 1.22% 1.22% 337 0 0.0% Q2 2026 Aug 13, 2026
Pacific Asset Management, LLC History No change 40,503 3,335 1.64% 1.64% 338 0 0.0% Q2 2026 Jul 27, 2026
Sprinkle Financial Consultants LLC History Added to 42,960 3,326 1.3% 1.38% 339 +113 0.26% Q3 2026 Oct 09, 2026
EverSource Wealth Advisors, LLC History No change 40,345 3,322 0.11% 0.11% 340 0 0.0% Q2 2026 Jul 24, 2026
SACHEM HILL LLC History No change 40,064 3,298 0.59% 0.59% 341 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 39,872 3,283 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 39,858 3,281 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 39,225 3,229 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 17, 2026
Oakmont Advisory Group, LLC History No change 39,173 3,225 2.71% 2.71% 345 0 0.0% Q2 2026 Aug 03, 2026
Vantage Point Financial LLC History No change 39,103 3,219 0.98% 0.98% 346 0 0.0% Q2 2026 Aug 14, 2026
Lauer Wealth, LLC History Reduced 41,076 3,208 2.0% 2.08% 347 -1,682 -3.93% Q3 2026 Oct 13, 2026
RS CRUM INC. History No change 38,877 3,201 0.6% 0.6% 348 0 0.0% Q2 2026 Aug 10, 2026
Olistico Wealth, LLC History Added to 41,316 3,198 1.34% 1.43% 349 +650 1.6% Q3 2026 Oct 05, 2026
Powers Advisory Group, LLC History No change 38,176 3,143 0.99% 0.99% 350 0 0.0% Q2 2026 Jul 31, 2026
Goepper Burkhardt LLC History No change 38,124 3,139 0.94% 0.94% 351 0 0.0% Q2 2026 Aug 10, 2026
WCG Wealth Advisors LLC History No change 37,754 3,108 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 38,129 3,099 0.83% 0.83% 353 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, LLC History No change 37,544 3,091 1.43% 1.43% 354 0 0.0% Q2 2026 Jul 23, 2026
Great Point Wealth Advisors, LLC History No change 37,519 3,089 0.5% 0.5% 355 0 0.0% Q2 2026 Jul 23, 2026
Drucker Wealth 3.0, LLC History No change 37,228 3,065 0.48% 0.48% 356 0 0.0% Q2 2026 Jul 13, 2026
Aurelius Family Office LLC History No change 37,019 3,048 1.2% 1.2% 357 0 0.0% Q2 2026 Jul 13, 2026
BIP Wealth, LLC History No change 36,766 3,027 0.09% 0.09% 358 0 0.0% Q2 2026 Aug 03, 2026
M Wealth Management, LLC History No change 36,592 3,012 2.37% 2.37% 359 0 0.0% Q2 2026 Jul 27, 2026
FLC Capital Advisors History No change 36,335 2,991 0.48% 0.48% 360 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Financial Group, LLC History No change 36,145 2,976 0.94% 0.94% 361 0 0.0% Q3 2026 Oct 06, 2026
AG Asset Advisory, LLC History No change 35,987 2,963 2.4% 2.4% 362 0 0.0% Q2 2026 Aug 03, 2026
BAKER BOYER NATIONAL BANK History No change 35,649 2,935 0.81% 0.81% 363 0 0.0% Q2 2026 Jul 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 35,623 2,933 0.02% 0.02% 364 0 0.0% Q2 2026 Sep 23, 2026
NATIXIS ADVISORS, LLC History No change 35,059 2,886 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 34,947 2,877 0.71% 0.71% 366 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 34,463 2,837 0.32% 0.32% 367 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 33,690 2,773 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 14, 2026
SUTTON PLACE INVESTORS LLC History No change 33,162 2,730 1.32% 1.32% 369 0 0.0% Q2 2026 Aug 06, 2026
Quadcap Wealth Management, LLC History No change 33,024 2,719 0.26% 0.26% 370 0 0.0% Q2 2026 Jul 31, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 32,969 2,714 0.4% 0.4% 371 0 0.0% Q2 2026 Jul 20, 2026
Private Advisory Group LLC History No change 32,472 2,673 0.14% 0.14% 372 0 0.0% Q2 2026 Aug 06, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 34,508 2,671 0.52% 0.62% 373 -701 -1.99% Q3 2026 Oct 05, 2026
Triumph Capital Management History No change 32,426 2,669 0.48% 0.48% 374 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 31,667 2,607 0.04% 0.04% 375 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 31,395 2,585 0.16% 0.16% 376 0 0.0% Q2 2026 Jul 30, 2026
Mayfair Advisory Group, LLC History No change 31,747 2,563 0.77% 0.77% 377 0 0.0% Q2 2026 Aug 11, 2026
Trace Wealth Advisors, LLC History No change 30,929 2,546 1.67% 1.67% 378 0 0.0% Q2 2026 Jul 28, 2026
Fortis Advisors, LLC History No change 30,842 2,539 1.19% 1.19% 379 0 0.0% Q2 2026 Aug 13, 2026
WESCAP Management Group, Inc. History No change 30,773 2,533 0.47% 0.47% 380 0 0.0% Q2 2026 Aug 11, 2026
Sollinda Capital Management LLC History No change 30,384 2,501 0.53% 0.53% 381 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 30,130 2,480 0.3% 0.3% 382 0 0.0% Q2 2026 Jul 10, 2026
TENET WEALTH PARTNERS, LLC History No change 30,567 2,478 1.84% 1.84% 383 0 0.0% Q2 2026 Aug 07, 2026
Ariadne Wealth Management, LP History No change 29,773 2,451 1.08% 1.08% 384 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History Reduced 31,450 2,434 0.4% 0.43% 385 -1,015 -3.13% Q3 2026 Oct 13, 2026
Johnson Wealth Management, LLC History No change 29,476 2,427 1.03% 1.03% 386 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 29,439 2,424 0.08% 0.08% 387 0 0.0% Q2 2026 Jul 27, 2026
Integrated Advisors Network LLC History No change 29,138 2,399 0.11% 0.11% 388 0 0.0% Q2 2026 Aug 11, 2026
TrustWell Financial Advisors, LLC History No change 29,098 2,395 2.03% 2.03% 389 0 0.0% Q2 2026 Jul 22, 2026
Berger Financial Group, Inc History No change 28,886 2,378 0.12% 0.12% 390 0 0.0% Q2 2026 Aug 04, 2026
FCA CORP /TX History No change 28,582 2,353 0.58% 0.58% 391 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 28,517 2,347 0.24% 0.24% 392 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Partners LLC History No change 28,357 2,334 2.03% 2.03% 393 0 0.0% Q2 2026 Jul 24, 2026
Mills Wealth Advisors LLC History No change 28,331 2,332 0.73% 0.73% 394 0 0.0% Q2 2026 Jul 07, 2026
Smith Partners Wealth Management, LLC History No change 28,314 2,331 1.85% 1.85% 395 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 28,262 2,327 0.19% 0.19% 396 0 0.0% Q2 2026 Jul 28, 2026
Quad-Cities Investment Group, LLC History No change 28,140 2,317 0.83% 0.83% 397 0 0.0% Q2 2026 Jul 07, 2026
Kooman & Associates History No change 28,126 2,315 0.62% 0.62% 398 0 0.0% Q2 2026 Jul 22, 2026
SwitchPoint Financial Planning, LLC History No change 28,004 2,305 1.33% 1.33% 399 0 0.0% Q2 2026 Aug 14, 2026
Optimus Capital Advisors, LLC History No change 27,989 2,304 1.24% 1.24% 400 0 0.0% Q2 2026 Jul 16, 2026
LVZ, Inc. History No change 27,606 2,273 0.23% 0.23% 401 0 0.0% Q2 2026 Jul 09, 2026
WEDBUSH SECURITIES INC History No change 27,497 2,264 0.06% 0.06% 402 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Partners, LTD. History No change 27,504 2,264 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 11, 2026
Cherry Tree Wealth Management, LLC History No change 27,328 2,250 0.42% 0.42% 404 0 0.0% Q2 2026 Sep 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 28,607 2,214 0.03% 0.03% 405 0 0.0% Q3 2026 Oct 05, 2026
XY Planning Network, Inc. History No change 26,636 2,193 0.28% 0.28% 406 0 0.0% Q2 2026 Jul 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 26,629 2,192 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 07, 2026
Resonant Capital Advisors, LLC History No change 26,517 2,183 0.1% 0.1% 408 0 0.0% Q2 2026 Jul 24, 2026
Five Oceans Advisors History No change 26,524 2,183 0.7% 0.7% 409 0 0.0% Q2 2026 Jul 15, 2026
Generations Wealth, LLC History No change 26,498 2,181 2.07% 2.07% 410 0 0.0% Q2 2026 Aug 11, 2026
ELEVATE WEALTH ADVISORY, INC History No change 26,481 2,180 1.25% 1.25% 411 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 26,362 2,170 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Alpha Advisors, LLC/VA History No change 26,288 2,164 1.63% 1.63% 413 0 0.0% Q2 2026 Aug 12, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 27,428 2,123 1.34% 1.27% 414 +8,723 46.63% Q3 2026 Oct 13, 2026
AlphaCore Capital LLC History No change 25,606 2,108 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 06, 2026
Petersen Hastings Wealth Advisors Inc. History No change 25,389 2,090 0.18% 0.18% 416 0 0.0% Q2 2026 Jul 17, 2026
JFS WEALTH ADVISORS, LLC History No change 25,332 2,085 0.1% 0.1% 417 0 0.0% Q2 2026 Jul 10, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 26,506 2,052 1.34% 1.54% 418 -1,247 -4.49% Q3 2026 Oct 06, 2026
Integrated Wealth Concepts LLC History No change 24,713 2,034 0.01% 0.01% 419 0 0.0% Q2 2026 Sep 08, 2026
STEVENS CAPITAL PARTNERS History No change 24,336 2,003 0.38% 0.38% 420 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 25,762 1,994 0.56% 0.64% 421 -146 -0.56% Q3 2026 Oct 07, 2026
Rockwood Wealth Management, LLC History No change 23,598 1,943 0.12% 0.12% 422 0 0.0% Q2 2026 Jul 13, 2026
CFS Investment Advisory Services, LLC History No change 23,795 1,940 0.13% 0.13% 423 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 22,823 1,879 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 20, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 22,710 1,869 1.47% 1.47% 425 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 22,237 1,830 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 23,603 1,827 0.15% 0.16% 427 +238 1.02% Q3 2026 Oct 06, 2026
Shearwater Capital LLC History Added to 23,473 1,817 0.86% 0.92% 428 +1 0.0% Q3 2026 Oct 13, 2026
JT Stratford LLC History No change 21,835 1,797 0.2% 0.2% 429 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 23,185 1,794 0.17% 0.2% 430 -2,208 -8.7% Q3 2026 Oct 08, 2026
Curi Capital, LLC History No change 21,617 1,779 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 21,938 1,779 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 21,938 1,779 0.03% 0.03% 433 0 0.0% Q2 2026 Jul 29, 2026
OARSMAN CAPITAL, INC. History No change 21,580 1,776 0.19% 0.19% 434 0 0.0% Q2 2026 Aug 07, 2026
Lauterbach Financial Advisors, LLC History No change 21,580 1,776 0.76% 0.76% 435 0 0.0% Q2 2026 Jul 27, 2026
USAdvisors Wealth Management, LLC History No change 21,246 1,749 0.5% 0.5% 436 0 0.0% Q2 2026 Jul 29, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 21,127 1,739 1.92% 1.92% 437 0 0.0% Q2 2026 Aug 10, 2026
AWM CAPITAL, LLC History No change 20,894 1,720 0.14% 0.14% 438 0 0.0% Q2 2026 Jul 31, 2026
Samalin Investment Counsel, LLC History No change 20,861 1,717 0.54% 0.54% 439 0 0.0% Q2 2026 Jul 27, 2026
Quantum Financial Advisors, LLC History No change 20,685 1,703 0.17% 0.17% 440 0 0.0% Q2 2026 Jul 08, 2026
STRATEGY ASSET MANAGERS LLC History No change 20,560 1,692 0.25% 0.25% 441 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 20,553 1,692 0.17% 0.17% 442 0 0.0% Q2 2026 Jul 15, 2026
Westmount Partners, LLC History No change 20,516 1,689 0.37% 0.37% 443 0 0.0% Q2 2026 Jul 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 20,431 1,682 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 10, 2026
VSM Wealth Advisory, LLC History No change 20,377 1,677 0.45% 0.45% 445 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 20,212 1,664 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 31, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 20,009 1,647 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisory Group, Inc. History No change 19,696 1,621 0.71% 0.71% 448 0 0.0% Q2 2026 Jul 09, 2026
Apollon Financial, LLC History No change 19,663 1,619 0.19% 0.19% 449 0 0.0% Q2 2026 Jul 22, 2026
WMS Group LLC History No change 19,529 1,608 2.07% 2.07% 450 0 0.0% Q2 2026 Jul 23, 2026
&PARTNERS History No change 19,356 1,593 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History No change 19,251 1,585 0.12% 0.12% 452 0 0.0% Q2 2026 Jul 29, 2026
Clarity Capital Advisors, LLC History No change 19,183 1,579 0.66% 0.66% 453 0 0.0% Q2 2026 Jul 13, 2026
GOLDMAN SACHS GROUP INC History No change 19,126 1,574 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT GUYS FORMULA LLC History No change 18,912 1,557 0.59% 0.59% 455 0 0.0% Q2 2026 Jul 30, 2026
Axis Wealth Partners, LLC History No change 18,808 1,548 0.74% 0.74% 456 0 0.0% Q2 2026 Jul 28, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 18,657 1,536 1.08% 1.08% 457 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 18,549 1,527 0.05% 0.05% 458 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 18,359 1,511 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 18,350 1,510 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 18,329 1,509 0.09% 0.09% 461 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 18,283 1,505 0.06% 0.06% 462 0 0.0% Q2 2026 Aug 17, 2026
Warwick Investment Management, Inc. History No change 17,979 1,480 0.17% 0.17% 463 0 0.0% Q2 2026 Jul 31, 2026
Bedel Financial Consulting, Inc. History No change 17,731 1,459 0.14% 0.14% 464 0 0.0% Q2 2026 Jul 29, 2026
Institute for Wealth Management, LLC. History No change 17,625 1,451 0.13% 0.13% 465 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 17,442 1,436 0.02% 0.02% 466 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Bancorp, Inc. History No change 17,402 1,432 0.37% 0.37% 467 0 0.0% Q2 2026 Jul 28, 2026
Eagle Strategies LLC History No change 17,135 1,410 0.14% 0.14% 468 0 0.0% Q2 2026 Jul 21, 2026
IFG Advisory, LLC History No change 17,032 1,402 0.05% 0.05% 469 0 0.0% Q2 2026 Aug 13, 2026
Clark Asset Management, LLC History No change 17,034 1,402 0.11% 0.11% 470 0 0.0% Q2 2026 Jul 07, 2026
L & S Advisors Inc History No change 16,510 1,359 0.14% 0.14% 471 0 0.0% Q2 2026 Aug 12, 2026
SEMITAM BONAM LLC History No change 16,269 1,339 0.98% 0.98% 472 0 0.0% Q2 2026 Jul 24, 2026
E6 Portfolios, LLC History No change 16,198 1,333 1.07% 1.07% 473 0 0.0% Q2 2026 Aug 10, 2026
Intelligence Driven Advisers, LLC History Reduced 16,952 1,312 0.23% 0.23% 474 -598 -3.41% Q3 2026 Oct 09, 2026
CATHY PARETO & ASSOCIATES, INC History No change 15,769 1,298 0.76% 0.76% 475 0 0.0% Q2 2026 Jul 15, 2026
Squire Investment Management Company, LLC History No change 15,748 1,296 0.31% 0.31% 476 0 0.0% Q2 2026 Jul 28, 2026
Donalies Financial Planning, LLC History No change 15,657 1,289 0.95% 0.95% 477 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 15,574 1,282 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisors Northwest LLC History No change 15,482 1,274 0.43% 0.43% 479 0 0.0% Q2 2026 Jul 14, 2026
SIMA Wealth Partners, LLC History No change 15,390 1,267 0.9% 0.9% 480 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 15,363 1,264 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 15,329 1,262 0.08% 0.08% 482 0 0.0% Q2 2026 Jul 23, 2026
Opus Capital Group, LLC History No change 15,308 1,260 0.12% 0.12% 483 0 0.0% Q2 2026 Jul 31, 2026
Financial Insights, Inc. History No change 15,169 1,249 0.33% 0.33% 484 0 0.0% Q2 2026 Aug 25, 2026
John A. Wolfe & Associates, Inc. History No change 15,035 1,238 1.71% 1.71% 485 0 0.0% Q2 2026 Jul 29, 2026
SpringVest Wealth Management LLC History No change 15,034 1,237 0.78% 0.78% 486 0 0.0% Q2 2026 Jul 22, 2026
ARK & TLK INVESTMENTS, LLC History No change 14,980 1,233 0.3% 0.3% 487 0 0.0% Q2 2026 Jul 20, 2026
Everest Financial Group LLC History No change 14,717 1,211 0.16% 0.16% 488 0 0.0% Q2 2026 Aug 10, 2026
marrick wealth, LLC History No change 14,676 1,208 0.86% 0.86% 489 0 0.0% Q2 2026 Jul 14, 2026
Valmark Advisers, Inc. History No change 14,666 1,207 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 14,640 1,205 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 14, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 14,645 1,205 0.24% 0.24% 492 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Financial, llc History No change 14,911 1,203 0.19% 0.19% 493 0 0.0% Q2 2026 Jul 17, 2026
Western Wealth Management, LLC History No change 14,545 1,197 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 14,508 1,194 0.37% 0.37% 495 0 0.0% Q2 2026 Jul 28, 2026
EQ WEALTH ADVISORS, LLC History No change 14,331 1,180 0.65% 0.65% 496 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 14,306 1,177 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 09, 2026
Verus Financial Partners, Inc. History No change 14,173 1,166 0.1% 0.1% 498 0 0.0% Q2 2026 Jul 21, 2026
United Advisor Group, LLC History No change 14,138 1,164 0.12% 0.12% 499 0 0.0% Q2 2026 Jul 29, 2026
Parkside Financial Bank & Trust History No change 13,968 1,150 0.08% 0.08% 500 0 0.0% Q2 2026 Sep 04, 2026
CX Institutional History Reduced 14,553 1,127 0.03% 0.04% 501 -541 -3.58% Q3 2026 Oct 02, 2026
CWS Financial Advisors, LLC History No change 13,605 1,120 0.25% 0.25% 502 0 0.0% Q2 2026 Jul 30, 2026
Canvas Wealth Advisors, LLC History No change 13,535 1,114 0.16% 0.16% 503 0 0.0% Q2 2026 Jul 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,391 1,102 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 28, 2026
Wingate Wealth Advisors, Inc. History No change 13,371 1,100 0.48% 0.48% 505 0 0.0% Q2 2026 Jul 29, 2026
Werba Rubin Papier Wealth Management History No change 13,296 1,094 0.13% 0.13% 506 0 0.0% Q2 2026 Jul 27, 2026
Cladis Investment Advisory, LLC History No change 13,180 1,085 0.51% 0.51% 507 0 0.0% Q2 2026 Aug 13, 2026
Painted Porch Advisors LLC History No change 12,820 1,055 0.46% 0.46% 508 0 0.0% Q2 2026 Jul 24, 2026
Northwest Wealth Advisors, LLC History No change 12,529 1,031 0.59% 0.59% 509 0 0.0% Q2 2026 Jul 23, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 12,521 1,030 0.31% 0.31% 510 0 0.0% Q2 2026 Aug 04, 2026
Abacus Wealth Partners, LLC History No change 12,416 1,022 0.11% 0.11% 511 0 0.0% Q2 2026 Jul 22, 2026
IFG Advisors, LLC History No change 12,394 1,020 0.14% 0.14% 512 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 12,366 1,018 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 12, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 12,208 1,005 0.54% 0.54% 514 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 12,041 991 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 11, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 11,752 967 0.25% 0.25% 516 0 0.0% Q2 2026 Jul 15, 2026
Compound Planning, Inc. History No change 11,656 959 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 04, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 11,627 957 0.36% 0.36% 518 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 11,610 955 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 13, 2026
Porter White Investment Advisors, Inc. History No change 11,055 910 0.35% 0.35% 520 0 0.0% Q2 2026 Jul 16, 2026
Essex Financial Services, Inc. History No change 11,031 908 0.05% 0.05% 521 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 11,037 908 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Alliance LLC History Added to 11,591 897 0.07% 0.06% 523 +3 0.03% Q3 2026 Oct 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,879 895 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 07, 2026
CWA Asset Management Group, LLC History No change 10,717 882 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 14, 2026
GWN SECURITIES INC. History No change 10,680 879 0.15% 0.15% 526 0 0.0% Q2 2026 Aug 05, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 10,678 879 0.42% 0.42% 527 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 10,663 877 0.03% 0.03% 528 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Added to 11,263 872 0.02% 0.03% 529 +10 0.09% Q3 2026 Oct 08, 2026
Weaver Consulting Group History No change 11,271 872 0.17% 0.19% 530 0 0.0% Q3 2026 Oct 07, 2026
25 LLC History Added to 11,138 862 0.23% 0.25% 531 +20 0.18% Q3 2026 Oct 13, 2026
HM PAYSON & CO History No change 10,425 858 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 17, 2026
Ocean Park Asset Management, LLC History No change 10,400 856 0.04% 0.04% 533 0 0.0% Q2 2026 Jul 09, 2026
BCO Wealth Management LLC History No change 10,358 852 0.46% 0.46% 534 0 0.0% Q2 2026 Jul 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,278 846 0.03% 0.03% 535 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 10,251 844 0.11% 0.11% 536 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 10,171 837 0.04% 0.04% 537 0 0.0% Q2 2026 Sep 11, 2026
FIRST AMERICAN TRUST, FSB History No change 10,058 828 0.05% 0.05% 538 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 10,045 827 0.05% 0.05% 539 0 0.0% Q2 2026 Jul 15, 2026
Selective Wealth Management, Inc. History No change 10,171 825 0.22% 0.22% 540 0 0.0% Q2 2026 Jul 20, 2026
Lido Advisors, LLC History No change 9,967 820 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 9,952 819 0.33% 0.33% 542 0 0.0% Q2 2026 Jul 24, 2026
Lynx Investment Advisory History No change 9,930 817 0.27% 0.27% 543 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 9,915 816 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 9,858 811 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 9,826 809 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 9,768 804 0.1% 0.1% 547 0 0.0% Q2 2026 Sep 02, 2026
Graver Capital Management, LLC History No change 9,613 791 0.56% 0.56% 548 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 9,607 790 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History Added to 10,088 787 0.02% 0.02% 550 +231 2.34% Q3 2026 Oct 09, 2026
Diversified Portfolios, Inc. History No change 9,531 784 0.06% 0.06% 551 0 0.0% Q2 2026 Aug 04, 2026
CRA Financial Services, LLC History No change 9,437 777 0.09% 0.09% 552 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 9,354 770 0.08% 0.08% 553 0 0.0% Q2 2026 Jul 22, 2026
First County Bank /CT/ History Reduced 9,943 769 0.36% 0.39% 554 -69 -0.69% Q3 2026 Oct 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,278 763 0.05% 0.05% 555 0 0.0% Q2 2026 Aug 04, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 9,278 763 0.09% 0.09% 556 0 0.0% Q2 2026 Jul 20, 2026
Archford Capital Strategies, LLC History No change 9,110 750 0.08% 0.08% 557 0 0.0% Q2 2026 Jul 17, 2026
StrongBox Wealth, LLC History No change 9,037 744 0.21% 0.21% 558 0 0.0% Q2 2026 Jul 23, 2026
Prism Planning Partners LLC History No change 8,977 739 0.78% 0.78% 559 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 8,831 727 0.08% 0.08% 560 0 0.0% Q2 2026 Aug 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 8,799 724 0.16% 0.16% 561 0 0.0% Q2 2026 Jul 22, 2026
Measured Wealth Private Client Group, LLC History No change 8,743 719 0.17% 0.17% 562 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 8,716 717 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 8,670 713 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 06, 2026
Mullaney, Keating & Wright, Inc. History No change 8,634 710 0.34% 0.34% 565 0 0.0% Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,771 709 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 27, 2026
M.E. ALLISON & CO., INC. History No change 9,095 704 0.39% 0.43% 567 0 0.0% Q3 2026 Oct 08, 2026
KM Capital Management Ltd. History No change 8,446 695 0.33% 0.33% 568 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 8,410 692 0.02% 0.02% 569 0 0.0% Q2 2026 Aug 03, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 9,741 692 0.39% 0.39% 570 0 0.0% Q2 2026 Aug 19, 2026
VestGen Advisors, LLC History No change 8,392 691 0.02% 0.02% 571 0 0.0% Q2 2026 Aug 11, 2026
PEAVINE CAPITAL, LLC History No change 8,891 688 0.15% 0.16% 572 0 0.0% Q3 2026 Oct 13, 2026
Simplicity Wealth,LLC History No change 8,362 688 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 06, 2026
Professional Financial Advisors, LLC History No change 8,856 685 0.12% 0.13% 574 0 0.0% Q3 2026 Oct 13, 2026
Opulen Financial Group LLC History No change 8,226 677 0.43% 0.43% 575 0 0.0% Q2 2026 Jul 27, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 8,145 670 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History Reduced 8,610 666 0.02% 0.02% 577 -33 -0.38% Q3 2026 Oct 13, 2026
Legacy Capital Wealth Partners, LLC History No change 8,073 664 0.13% 0.13% 578 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 8,023 660 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 17, 2026
Colonial Trust Co / SC History No change 8,020 660 0.08% 0.08% 580 0 0.0% Q2 2026 Aug 11, 2026
Financial Symmetry Inc History Added to 8,499 658 0.21% 0.2% 581 +1,180 16.12% Q3 2026 Oct 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 7,990 657 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 14, 2026
Sensenig Capital Advisors, Inc History No change 7,966 655 0.6% 0.6% 583 0 0.0% Q2 2026 Jul 17, 2026
FORTERIS WEALTH MANAGEMENT INC. History Added to 8,389 649 0.54% 0.56% 584 +23 0.27% Q3 2026 Oct 13, 2026
Fort Point Capital Partners LLC History No change 7,789 641 0.04% 0.04% 585 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 7,729 636 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
Allegiance Financial Group Advisory Services LLC History No change 7,714 635 0.11% 0.11% 587 0 0.0% Q2 2026 Jul 27, 2026
Prospect Financial Group LLC History No change 7,668 631 0.51% 0.51% 588 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 7,636 628 0.05% 0.05% 589 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 7,604 626 0.52% 0.52% 590 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 7,588 624 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 7,506 618 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 12, 2026
WATERSHED PRIVATE WEALTH LLC History No change 7,454 613 0.17% 0.17% 593 0 0.0% Q2 2026 Jul 17, 2026
PDS Planning, Inc History No change 7,418 610 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 7,400 609 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Sincerus Advisory, LLC History Added to 7,747 599 0.39% 0.43% 596 +5 0.06% Q3 2026 Oct 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 7,082 583 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,014 577 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
Capital Management Associates, Inc History No change 6,947 572 0.11% 0.11% 599 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Investment Advisors, LLC History No change 6,862 565 0.11% 0.11% 600 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 6,825 561 0.2% 0.2% 601 0 0.0% Q2 2026 Jul 24, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 6,824 561 0.26% 0.26% 602 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 6,812 560 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 03, 2026
Vigil Wealth Management, LLC History No change 6,766 557 0.4% 0.4% 604 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 6,733 554 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 28, 2026
Stone Summit Wealth LLC History No change 6,737 554 0.14% 0.14% 606 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 6,728 553 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,668 549 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
Vistica Wealth Advisors, LLC History No change 6,677 549 0.47% 0.47% 609 0 0.0% Q2 2026 Jul 27, 2026
Peterson Wealth Advisors, LLC History Added to 7,030 544 0.06% 0.07% 610 +7 0.1% Q3 2026 Oct 08, 2026
Approach Retirement Advisors, LLC History No change 6,571 541 0.39% 0.39% 611 0 0.0% Q2 2026 Jul 15, 2026
Coston, McIsaac & Partners History No change 6,554 539 0.11% 0.11% 612 0 0.0% Q2 2026 Aug 12, 2026
Shore Point Advisors, LLC History No change 6,533 537 0.18% 0.18% 613 0 0.0% Q2 2026 Jul 14, 2026
Cross Staff Investments Inc History No change 6,500 535 0.3% 0.3% 614 0 0.0% Q2 2026 Jul 22, 2026
Bryn Mawr Trust Advisors, LLC History No change 6,488 534 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 03, 2026
Diversified Trust Co History No change 6,457 531 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 17, 2026
WASHINGTON TRUST Co History No change 6,410 527 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,398 526 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 10, 2026
Stegent Equity Advisors, Inc. History No change 6,779 524 0.42% 0.4% 619 0 0.0% Q3 2026 Oct 09, 2026
Accretive Wealth Partners, LLC History No change 6,343 522 0.13% 0.13% 620 0 0.0% Q2 2026 Jul 29, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 6,297 518 0.36% 0.36% 621 0 0.0% Q2 2026 Jul 23, 2026
Cambria Investment Management, L.P. History No change 6,227 512 0.03% 0.03% 622 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 6,227 512 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 14, 2026
Tranquility Partners, LLC History No change 6,171 508 0.17% 0.17% 624 0 0.0% Q2 2026 Jul 23, 2026
W1M Asset Management Ltd History No change 6,095 501 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 12, 2026
AMARILLO NATIONAL BANK History No change 6,076 500 0.08% 0.08% 626 0 0.0% Q2 2026 Jul 15, 2026
MBM WEALTH CONSULTANTS, LLC History No change 6,065 499 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 6,030 496 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 13, 2026
CogentBlue Wealth Advisors, LLC History Reduced 6,402 495 0.46% 0.36% 629 -1,208 -15.87% Q3 2026 Oct 09, 2026
BFSG, LLC History No change 6,001 494 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 20, 2026
Bill Few Associates, Inc. History No change 6,368 493 0.1% 0.11% 631 0 0.0% Q3 2026 Oct 09, 2026
BOK Financial Private Wealth, Inc. History No change 5,959 490 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 07, 2026
Bouchey Financial Group, Ltd. History No change 5,916 487 0.03% 0.03% 633 0 0.0% Q2 2026 Jul 27, 2026
HANOVER ADVISORS INC History No change 5,902 485 0.17% 0.17% 634 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 5,900 485 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,880 484 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 22, 2026
HB Wealth Management, LLC History No change 5,884 484 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 29, 2026
BDFS Capital LLC History No change 5,850 481 0.21% 0.21% 638 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON JONES LLC History No change 5,828 479 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 5,828 479 0.09% 0.09% 640 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 5,813 478 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 5,815 478 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 04, 2026
SAGE RHINO CAPITAL LLC History No change 5,769 475 0.08% 0.08% 643 0 0.0% Q2 2026 Aug 03, 2026
K2 Financial Inc. History No change 5,797 473 0.33% 0.33% 644 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 5,744 472 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 21, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,022 466 0.02% 0.03% 646 -22 -0.36% Q3 2026 Oct 13, 2026
Perennial Investment Advisors, LLC History No change 5,666 466 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History No change 5,667 466 0.22% 0.22% 648 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Advisory, LLC History No change 5,628 463 0.04% 0.04% 649 0 0.0% Q2 2026 Jul 29, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,555 457 0.26% 0.26% 650 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5,507 453 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 28, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 5,442 448 0.07% 0.07% 652 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History No change 5,704 441 0.04% 0.04% 653 0 0.0% Q3 2026 Oct 01, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 5,630 435 0.28% 0.31% 655 -526 -8.54% Q3 2026 Oct 07, 2026
Parallel Advisors, LLC History No change 5,293 435 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 05, 2026
Acorn Wealth Advisors, LLC History No change 5,269 433 0.11% 0.11% 656 0 0.0% Q2 2026 Jul 30, 2026
Mustard Seed Financial, LLC History No change 5,268 433 0.22% 0.22% 657 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisors, LLC History No change 5,182 426 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 5,172 425 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 06, 2026
Financial Security Advisor, Inc. History No change 5,069 417 0.07% 0.07% 660 0 0.0% Q2 2026 Aug 11, 2026
Oder Investment Management, LLC History No change 5,055 416 0.28% 0.28% 661 0 0.0% Q2 2026 Aug 11, 2026
Atlas Wealth LLC History No change 5,036 414 0.06% 0.06% 662 0 0.0% Q2 2026 Jul 28, 2026
Baker Avenue Asset Management, LP History No change 4,992 411 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 28, 2026
Heartwood Wealth Advisors LLC History No change 5,302 410 0.03% 0.03% 664 0 0.0% Q3 2026 Oct 05, 2026
Abacus Planning Group, Inc. History No change 4,975 409 0.05% 0.05% 665 0 0.0% Q2 2026 Jul 20, 2026
Milestone Asset Management Group, LLC History No change 4,979 409 0.21% 0.21% 666 0 0.0% Q2 2026 Jul 30, 2026
CIBC Bancorp USA Inc. History No change 4,960 408 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 4,896 403 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 20, 2026
Disciplined Investments, LLC History No change 4,890 402 0.13% 0.13% 669 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 4,880 401 0.02% 0.02% 670 0 0.0% Q2 2026 Jul 23, 2026
STEPHENS INC /AR/ History No change 4,833 397 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 29, 2026
Meritas Wealth Management, LLC History No change 4,814 396 0.15% 0.15% 672 0 0.0% Q2 2026 Jul 21, 2026
Montis Financial, LLC History No change 4,771 392 0.08% 0.08% 673 0 0.0% Q2 2026 Aug 05, 2026
NORDEN GROUP LLC History No change 4,756 391 0.03% 0.03% 674 0 0.0% Q2 2026 Jul 29, 2026
Avant Financial Advisors LLC History No change 4,704 387 0.24% 0.24% 675 0 0.0% Q2 2026 Jul 09, 2026
Francis Financial, Inc. History No change 4,665 384 0.06% 0.06% 676 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 4,629 381 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 04, 2026
Two West Capital Advisors LLC History No change 4,697 378 0.19% 0.19% 678 0 0.0% Q2 2026 Jul 22, 2026
Frank, Rimerman Advisors LLC History No change 4,582 377 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 4,556 375 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 11, 2026
Infinity Wealth Counsel, LLC History No change 4,507 371 0.3% 0.3% 681 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC/CA History No change 4,510 371 0.05% 0.05% 682 0 0.0% Q2 2026 Aug 13, 2026
McClarren Financial Advisors, Inc. History No change 4,477 368 0.19% 0.19% 683 0 0.0% Q2 2026 Jul 17, 2026
Arbor Wealth Advisors LLC History No change 4,765 368 0.23% 0.24% 684 0 0.0% Q3 2026 Oct 09, 2026
RKL Wealth Management LLC History No change 4,453 366 0.03% 0.03% 685 0 0.0% Q2 2026 Aug 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4,425 364 0.12% 0.12% 686 0 0.0% Q2 2026 Jul 16, 2026
Global Trust Wealth Management LLC History No change 4,411 363 0.25% 0.25% 687 0 0.0% Q2 2026 Jul 16, 2026
WealthSpring Partners, LLC History No change 4,327 356 0.31% 0.31% 688 0 0.0% Q2 2026 Aug 05, 2026
PRAIRIE ADVISORY, LLC History No change 4,294 353 0.08% 0.08% 689 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 4,553 352 0.01% 0.01% 690 -8 -0.18% Q3 2026 Oct 13, 2026
Hill Investment Group Partners, LLC History No change 4,269 351 0.04% 0.04% 691 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Partners, LLC History No change 4,270 351 0.05% 0.05% 692 0 0.0% Q2 2026 Aug 03, 2026
Wick Capital Partners, LLC History No change 4,246 349 0.05% 0.05% 693 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 4,190 345 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 14, 2026
Valued Wealth Advisors LLC History No change 4,167 343 0.12% 0.12% 695 0 0.0% Q2 2026 Jul 20, 2026
Old Peak Finance LLC History No change 4,124 339 0.16% 0.16% 696 0 0.0% Q2 2026 Aug 03, 2026
GDS Wealth Management History No change 4,099 337 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 13, 2026
North Capital, Inc. History No change 4,083 336 0.25% 0.25% 698 0 0.0% Q2 2026 Jul 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 4,335 335 0.04% 0.04% 699 0 0.0% Q3 2026 Oct 07, 2026
Silver Oak Advisory Group, Inc. History No change 4,058 334 0.13% 0.13% 700 0 0.0% Q2 2026 Jul 31, 2026
HRT FINANCIAL LP History No change 4,030 331 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 4,005 329 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 13, 2026
Summit Asset Management, LLC History No change 3,962 326 0.04% 0.04% 703 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 3,945 324 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 3,928 323 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 3,870 318 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 28, 2026
McCartney Wealth Management LLC History No change 3,869 318 0.24% 0.24% 707 0 0.0% Q2 2026 Aug 03, 2026
Towneley Capital Management, Inc / DE History Added to 4,074 315 0.06% 0.07% 708 +10 0.25% Q3 2026 Oct 09, 2026
POINCIANA ADVISORS GROUP, LLC History No change 3,803 313 0.23% 0.23% 709 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Management, Inc. History No change 3,798 312 0.1% 0.1% 710 0 0.0% Q2 2026 Jul 15, 2026
BOS Asset Management, LLC History Added to 4,006 310 0.07% 0.08% 711 +1 0.02% Q3 2026 Oct 09, 2026
Clark Capital Management Group, Inc. History No change 3,756 309 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 11, 2026
Prudent Man Investment Management, Inc. History No change 4,438 309 0.11% 0.11% 713 0 0.0% Q2 2026 Jul 28, 2026
Ridgewood Investments LLC History Added to 3,984 308 0.11% 0.12% 714 +3 0.08% Q3 2026 Oct 05, 2026
Caprock Group, LLC History No change 3,735 307 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 27, 2026
MBL Wealth, LLC History No change 3,738 307 0.02% 0.02% 716 0 0.0% Q2 2026 Jul 15, 2026
Gutierrez Wealth Advisory, LLC History No change 3,729 307 0.18% 0.18% 717 0 0.0% Q2 2026 Aug 03, 2026
Daytona Street Capital LLC History No change 3,784 307 0.22% 0.22% 718 0 0.0% Q2 2026 Aug 03, 2026
Forefront Wealth Partners, LLC History No change 3,699 304 0.09% 0.09% 719 0 0.0% Q2 2026 Aug 20, 2026
Next Level Wealth Planning, LLC History No change 3,659 301 0.13% 0.13% 720 0 0.0% Q2 2026 Jul 30, 2026
Compass Ion Advisors, LLC History No change 3,609 297 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 3,583 295 0.09% 0.09% 722 0 0.0% Q2 2026 Jul 24, 2026
3 FACTOR INDEXING, LLC History No change 3,578 294 0.25% 0.25% 723 0 0.0% Q2 2026 Jul 08, 2026
AE Wealth Management LLC History No change 3,564 293 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 03, 2026
REGIONS FINANCIAL CORP History No change 3,514 289 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 3,483 286 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 04, 2026
FIRST MANHATTAN CO. LLC. History No change 3,469 285 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
FIRST FOUNDATION ADVISORS History No change 3,444 283 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 3,440 283 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 24, 2026
Family Investment Center, Inc. History No change 3,448 283 0.05% 0.05% 730 0 0.0% Q2 2026 Jul 23, 2026
Busey Bank History No change 3,431 282 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 3,436 282 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 3,436 282 0.03% 0.03% 733 0 0.0% Q2 2026 Jul 31, 2026
CASCADE INVESTMENT GROUP, INC. History New 3,588 277 0.15% — 736 +3,588 New Q3 2026 Oct 13, 2026
Montz Harcus Wealth Management LLC History Added to 3,581 277 0.1% 0.1% 735 +9 0.25% Q3 2026 Oct 09, 2026
Quadrant Private Wealth Management, LLC History No change 3,365 277 0.06% 0.06% 734 0 0.0% Q2 2026 Jul 30, 2026
Ethic Inc. History No change 3,355 276 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 29, 2026
West Wealth Group, LLC History No change 3,362 276 0.05% 0.05% 738 0 0.0% Q2 2026 Aug 06, 2026
QUARRY HILL ADVISORS, LLC History No change 3,362 276 0.11% 0.11% 739 0 0.0% Q2 2026 Jul 27, 2026
Aspirean Wealth, LLC History No change 3,358 276 0.26% 0.26% 740 0 0.0% Q2 2026 Aug 06, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 3,350 275 0.2% 0.2% 741 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Advisors, LLC History No change 3,339 274 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 11, 2026
RAM Investment Partners, LLC History No change 3,335 274 0.04% 0.04% 743 0 0.0% Q2 2026 Jul 29, 2026
Walleye Partners, LLC History Reduced 3,534 273 0.31% 0.49% 744 -1,651 -31.84% Q3 2026 Oct 13, 2026
Opus Financial Solutions LLC History No change 3,297 271 0.22% 0.22% 745 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 3,300 271 0.07% 0.07% 746 0 0.0% Q2 2026 Aug 14, 2026
Silver Coast Investments LLC History No change 3,279 269 0.08% 0.08% 747 0 0.0% Q2 2026 Jul 24, 2026
E-Wealth Partners, LLC History No change 3,255 268 0.19% 0.19% 748 0 0.0% Q2 2026 Aug 17, 2026
Triad Wealth Partners, LLC History No change 3,254 267 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 10, 2026
Glenview Trust Co History No change 3,235 266 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 18, 2026
TRED AVON FAMILY WEALTH, LLC History No change 3,210 264 0.08% 0.08% 751 0 0.0% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 3,204 263 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 3,116 256 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 06, 2026
Arista Wealth Management, LLC History No change 3,109 255 0.03% 0.03% 754 0 0.0% Q2 2026 Jul 08, 2026
Eldridge Investment Advisors, Inc. History No change 3,094 254 0.05% 0.05% 755 0 0.0% Q2 2026 Aug 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,075 253 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO History No change 3,088 252 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 27, 2026
Oakworth Capital, Inc. History No change 3,071 252 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 22, 2026
Safeguard Investment Advisory Group, LLC History No change 3,070 252 0.06% 0.06% 759 0 0.0% Q2 2026 Aug 13, 2026
Disciplined Investors, L.L.C. History No change 3,068 252 0.13% 0.13% 760 0 0.0% Q2 2026 Aug 11, 2026
Oak Wealth Advisors LLC History No change 3,066 252 0.12% 0.12% 761 0 0.0% Q2 2026 Jul 22, 2026
Oath Planning, LLC History No change 3,071 252 0.19% 0.19% 762 0 0.0% Q2 2026 Jul 24, 2026
Ares Financial Consulting, LLC History No change 3,021 248 0.18% 0.18% 763 0 0.0% Q2 2026 Jul 09, 2026
SIGNATUREFD, LLC History No change 3,002 247 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 23, 2026
Lantz Financial LLC History No change 3,004 247 0.05% 0.05% 765 0 0.0% Q2 2026 Jul 09, 2026
Annandale Capital, LLC History No change 3,004 247 0.03% 0.03% 766 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 2,991 246 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 2,992 246 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 2,985 245 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 2,965 244 0.05% 0.05% 770 0 0.0% Q2 2026 Aug 13, 2026
Elevated Financial Group LLC History No change 2,972 244 0.07% 0.07% 771 0 0.0% Q2 2026 Jul 22, 2026
Ellenbecker Investment Group History No change 2,932 241 0.03% 0.03% 772 0 0.0% Q2 2026 Jul 27, 2026
Robinswood Financial LLC History No change 2,927 241 0.07% 0.07% 773 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 2,923 240 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 12, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,893 238 0.04% 0.04% 775 0 0.0% Q2 2026 Jul 24, 2026
Madrona Financial Services, LLC History No change 2,899 238 0.04% 0.04% 776 0 0.0% Q2 2026 Jul 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,866 235 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,852 234 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 2,820 232 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 12, 2026
SeaCrest Wealth Management, LLC History No change 2,806 231 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 09, 2026
Kathmere Capital Management, LLC History No change 2,775 228 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 29, 2026
McGrath & Associates, Inc. History No change 2,778 228 0.3% 0.3% 782 0 0.0% Q2 2026 Jul 14, 2026
Fairvoy Private Wealth, LLC History No change 2,765 227 0.05% 0.05% 783 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial Strategies, Inc. History No change 2,747 226 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 24, 2026
Inspire Advisors, LLC History No change 2,744 225 0.02% 0.02% 785 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 2,738 225 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 06, 2026
Trust Point Inc. History No change 2,722 224 0.02% 0.02% 787 0 0.0% Q2 2026 Jul 08, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,724 224 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 2,692 221 0.01% 0.01% 789 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 2,696 221 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 07, 2026
Kennebec Savings Bank History No change 2,682 220 0.18% 0.18% 791 0 0.0% Q2 2026 Jul 13, 2026
Marble Wealth, LLC History No change 2,681 220 0.03% 0.03% 792 0 0.0% Q2 2026 Aug 07, 2026
WMG Financial Advisors, LLC History No change 2,650 218 0.08% 0.08% 793 0 0.0% Q2 2026 Jul 23, 2026
STOLZ & ASSOCIATES, PS History No change 2,647 217 0.14% 0.14% 794 0 0.0% Q2 2026 Jul 29, 2026
Meadow Creek Wealth Advisors LLC History No change 2,606 214 0.13% 0.13% 795 0 0.0% Q2 2026 Aug 14, 2026
Pine Harbor Wealth Management, LLC History No change 2,571 211 0.06% 0.06% 796 0 0.0% Q2 2026 Aug 13, 2026
Odyssey Group, LLC History No change 2,526 207 0.06% 0.06% 797 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 2,498 205 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 14, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,490 205 0.03% 0.03% 799 0 0.0% Q2 2026 Aug 07, 2026
One Day In July LLC History No change 2,494 205 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 03, 2026
FinDec Wealth Services, Inc. History No change 2,495 205 0.24% 0.24% 801 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 2,443 201 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 10, 2026
Woodside Wealth Management LLC History No change 2,433 200 0.14% 0.14% 803 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 2,361 194 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 29, 2026
Newton One Investments LLC History No change 2,323 191 0.05% 0.05% 805 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,300 189 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 2,131 175 0.02% 0.02% 807 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 2,052 168 0.03% 0.03% 808 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 2,000 164 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 1,869 153 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 07, 2026
Nalls Sherbakoff Group, LLC History No change 1,855 152 0.11% 0.11% 811 0 0.0% Q2 2026 Aug 17, 2026
TFC Financial Management, Inc. History No change 1,842 151 0.02% 0.02% 812 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 1,766 145 0.01% 0.01% 813 0 0.0% Q2 2026 Aug 10, 2026
Lodestone Wealth Management LLC History No change 1,749 144 0.05% 0.05% 814 0 0.0% Q2 2026 Jul 23, 2026
Align Financial, LLC History No change 17,597 144 0.07% 0.07% 815 0 0.0% Q2 2026 Jul 27, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,720 141 0.06% 0.06% 816 0 0.0% Q2 2026 Aug 11, 2026
Aspect Partners, LLC History No change 1,706 140 0.05% 0.05% 817 0 0.0% Q2 2026 Jul 16, 2026
Rachor Investment Advisory Services, LLC History No change 1,701 140 0.07% 0.07% 818 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History No change 1,722 133 0.0% 0.01% 819 0 0.0% Q3 2026 Oct 08, 2026
Highland Investment Advisors LLC History No change 1,624 133 0.06% 0.06% 820 0 0.0% Q2 2026 Aug 13, 2026
Fairman Group, LLC History No change 1,572 129 0.1% 0.1% 821 0 0.0% Q2 2026 Aug 04, 2026
Sawyer & Company, Inc History No change 1,565 128 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,517 124 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 13, 2026
Center for Financial Planning, Inc. History No change 1,518 124 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 21, 2026
True Wealth Design, LLC History Reduced 1,539 119 0.03% 0.03% 825 -61 -3.81% Q3 2026 Oct 13, 2026
Wilmington Savings Fund Society, FSB History No change 1,442 118 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 28, 2026
Forum Finance Group S.A. History No change 1,713 114 0.04% 0.04% 827 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 1,285 105 0.07% 0.07% 828 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,201 99 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 1,165 95 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 07, 2026
Glassy Mountain Advisors, Inc. History No change 1,136 93 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,117 92 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 27, 2026
Hilltop National Bank History No change 1,109 91 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 01, 2026
Abound Wealth Management History No change 1,097 90 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 10, 2026
Parvin Asset Management, LLC History No change 1,100 90 0.07% 0.07% 835 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 1,021 84 0.03% 0.03% 836 0 0.0% Q2 2026 Aug 07, 2026
Centennial Bank/AR/ History No change 1,015 83 0.03% 0.03% 837 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 971 79 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 913 75 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 21, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 918 75 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 11, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 890 73 0.03% 0.03% 841 0 0.0% Q2 2026 Jul 20, 2026
Meriwether Wealth & Planning, LLC History New 935 72 0.03% — 842 +935 New Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History No change 874 71 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 10, 2026
Urban Financial Advisory Corp History No change 839 69 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 06, 2026
Clark Wealth Partners History No change 842 69 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 28, 2026
Medallion Wealth Advisors, LLC History No change 825 67 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 778 64 0.03% 0.03% 847 0 0.0% Q2 2026 Jul 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 780 64 0.04% 0.04% 848 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 734 60 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 06, 2026
Pacific Center for Financial Services History No change 736 60 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 735 60 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 22, 2026
Tradewinds Capital Management, LLC History No change 727 59 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 718 59 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 714 58 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 29, 2026
Godfrey Financial Associates, Inc. History No change 714 58 0.04% 0.04% 855 0 0.0% Q2 2026 Aug 11, 2026
BankChampaign, National Association History No change 683 56 0.04% 0.04% 856 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 672 55 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 644 53 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 07, 2026
PETERSON WEALTH MANAGEMENT History No change 643 52 0.02% 0.02% 859 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History Reduced 649 50 0.0% 0.01% 860 -237 -26.75% Q3 2026 Oct 08, 2026
Quent Capital, LLC History No change 615 50 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 600 49 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 04, 2026
Walsh & Associates, LLC History No change 600 49 0.04% 0.04% 863 0 0.0% Q2 2026 Jul 21, 2026
FIRST UNITED BANK & TRUST History No change 585 48 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 20, 2026
VANGUARD ADVISERS INC History No change 526 43 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
Corsicana & Co. History No change 504 41 0.02% 0.02% 866 0 0.0% Q2 2026 Jul 24, 2026
CONQUIS FINANCIAL LLC History No change 438 36 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 415 34 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 14, 2026
Gleason Group, Inc. History No change 378 31 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 13, 2026
City State Bank History No change 375 30 0.01% 0.01% 870 0 0.0% Q2 2026 Jul 14, 2026
Hughes Financial Services, LLC History No change 372 30 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 20, 2026
HOWE & RUSLING INC History No change 353 29 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 10, 2026
Creative Capital Management Investments LLC History No change 343 28 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 350 28 0.01% 0.01% 874 0 0.0% Q2 2026 Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 329 27 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 322 26 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 312 25 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 304 25 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 12, 2026
JNBA Financial Advisors History No change 305 25 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 23, 2026
ABOUND FINANCIAL, LLC History No change 312 25 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 311 25 0.01% 0.01% 881 0 0.0% Q2 2026 Jul 27, 2026
FIRST COMMUNITY TRUST NA History Reduced 318 24 0.01% 0.04% 882 -750 -70.22% Q3 2026 Oct 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 293 24 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 21, 2026
Morling Financial Advisors, LLC History No change 303 24 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 06, 2026
Transce3nd, LLC History No change 296 24 0.21% 0.21% 885 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 290 23 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 287 23 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 273 22 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 268 22 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 270 22 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 268 22 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 15, 2026
SYM FINANCIAL Corp History No change 254 20 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 04, 2026
Westside Investment Management, Inc. History No change 200 16 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 195 16 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 10, 2026
Catherine Avery Investment Management LLC History No change 198 16 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 27, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 165 13 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 05, 2026
Kings Path Partners LLC History No change 148 12 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 14, 2026
Birchwood Financial Partners, Inc. History No change 126 10 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 103 8 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 87 7 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 77 6 0.0% 0.0% 901 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 53 4 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 50 4 0.0% 0.0% 903 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 38 3 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History Reduced 35 2 0.0% 0.0% 905 -693 -95.19% Q3 2026 Oct 08, 2026
Frazier Financial Advisors, LLC History No change 27 2 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 15 1 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 03, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Closed out 0 0 — 4.16% — -354,823 -100.0% Q3 2026 Oct 08, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.08% — -43,996 -100.0% Q3 2026 Oct 08, 2026
Bullock Wealth Management Group History Closed out 0 0 — 0.82% — -23,175 -100.0% Q3 2026 Oct 09, 2026
S.A. Mason LLC History Closed out 0 0 — 0.19% — -7,588 -100.0% Q3 2026 Oct 13, 2026
Bison Wealth, LLC History Closed out 0 0 — 0.02% — -3,315 -100.0% Q3 2026 Oct 13, 2026
Everhart Financial Group, Inc. History Closed out 0 0 — 0.01% — -2,702 -100.0% Q3 2026 Oct 08, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.0% — -1,419 -100.0% Q3 2026 Oct 05, 2026
Trust Co History Closed out 0 0 — 0.01% — -1,377 -100.0% Q3 2026 Oct 09, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -537 -100.0% Q3 2026 Oct 13, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2026 Oct 06, 2026
TIAA Wealth Investment Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026