Dimensional ETF Trust - DFUV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MERCER GLOBAL ADVISORS INC /ADV History No change 43,369,886 2,385,777 2.95% 2.95% 1 0 0.0% Q2 2026 Aug 19, 2026
Savant Capital, LLC History No change 15,249,311 839,124 2.46% 2.46% 2 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 14,217,663 782,113 0.8% 0.8% 3 0 0.0% Q2 2026 Aug 12, 2026
Index Fund Advisors, Inc. History No change 5,787,541 318,372 12.64% 12.64% 4 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 4,999,844 275,041 2.33% 2.33% 5 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 4,892,951 269,161 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 4,865,323 267,641 0.16% 0.16% 7 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 4,432,562 243,835 0.24% 0.24% 8 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 4,044,731 222,500 9.63% 9.63% 9 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 3,801,714 209,132 0.29% 0.29% 10 0 0.0% Q2 2026 Aug 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,355,094 184,563 2.69% 2.69% 11 0 0.0% Q2 2026 Jul 14, 2026
Plancorp, LLC History No change 3,242,114 178,381 4.35% 4.35% 12 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 2,644,308 145,463 0.18% 0.18% 13 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 2,291,735 126,068 1.35% 1.35% 14 0 0.0% Q2 2026 Aug 03, 2026
MASECO LLP History No change 1,999,281 110,020 3.09% 3.09% 15 0 0.0% Q2 2026 Aug 05, 2026
Truepoint, Inc. History No change 1,902,222 104,641 2.18% 2.18% 16 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,853,369 101,972 0.17% 0.17% 17 0 0.0% Q2 2026 Jul 15, 2026
Trust Co of the South History No change 1,722,466 94,753 13.34% 13.34% 18 0 0.0% Q2 2026 Jul 01, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,669,238 91,824 7.26% 7.26% 19 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,408,163 77,463 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,342,005 73,823 0.34% 0.34% 21 0 0.0% Q2 2026 Aug 18, 2026
LPL Financial LLC History No change 1,341,644 73,803 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 1,317,420 72,471 3.55% 3.55% 23 0 0.0% Q2 2026 Jul 07, 2026
CHOREO, LLC History No change 1,283,006 70,578 0.77% 0.77% 24 0 0.0% Q2 2026 Aug 04, 2026
Foster Group, Inc. History No change 1,263,263 69,492 1.85% 1.85% 25 0 0.0% Q2 2026 Jul 07, 2026
Beaird Harris Wealth Management, LLC History No change 1,193,244 65,640 4.11% 4.11% 26 0 0.0% Q2 2026 Jul 08, 2026
Forum Financial Management, LP History No change 1,159,212 63,768 0.82% 0.82% 27 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 1,133,788 62,369 0.18% 0.18% 28 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 1,072,946 59,494 0.75% 0.83% 29 +2,871 0.27% Q3 2026 Oct 08, 2026
Parkwoods Wealth Partners, LLC History No change 1,063,093 58,480 9.4% 9.4% 30 0 0.0% Q2 2026 Jul 27, 2026
SACHEM HILL LLC History No change 1,047,542 57,625 10.24% 10.24% 31 0 0.0% Q2 2026 Aug 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,022,464 56,245 4.62% 4.62% 32 0 0.0% Q2 2026 Aug 14, 2026
Triune Financial Partners, LLC History No change 981,939 54,016 11.28% 11.28% 33 0 0.0% Q2 2026 Aug 07, 2026
Factor Wealth Management LTD History Added to 976,097 53,685 8.21% 7.89% 34 +27,888 2.94% Q3 2026 Oct 08, 2026
Team Hewins, LLC History No change 951,799 52,358 14.32% 14.32% 35 0 0.0% Q2 2026 Jul 29, 2026
TFC Financial Management, Inc. History No change 905,753 49,825 5.52% 5.52% 36 0 0.0% Q2 2026 Jul 23, 2026
KEB ASSET MANAGEMENT, LLC History No change 900,330 49,527 8.02% 8.02% 37 0 0.0% Q2 2026 Jul 14, 2026
Porter White Investment Advisors, Inc. History No change 886,806 48,783 18.78% 18.78% 38 0 0.0% Q2 2026 Jul 16, 2026
Elser Financial Planning, Inc History No change 882,671 48,555 2.11% 2.11% 39 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 847,220 46,707 1.52% 1.52% 40 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Equity Management, Inc. History No change 838,894 46,147 20.44% 20.44% 41 0 0.0% Q2 2026 Jul 29, 2026
Heritage Investment Group, Inc. History No change 836,665 46,024 6.18% 6.18% 42 0 0.0% Q2 2026 Jul 29, 2026
Verus Financial Partners, Inc. History No change 833,515 45,851 3.92% 3.92% 43 0 0.0% Q2 2026 Jul 21, 2026
Guardian Wealth Management, LLC History No change 824,333 45,346 12.71% 12.71% 44 0 0.0% Q2 2026 Jul 24, 2026
EARNED WEALTH ADVISORS, LLC History No change 792,213 43,579 2.81% 2.81% 45 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 770,681 42,395 0.28% 0.28% 46 0 0.0% Q2 2026 Sep 08, 2026
Timonier Family Office, LTD. History No change 769,971 42,356 11.96% 11.96% 47 0 0.0% Q2 2026 Aug 03, 2026
Wescott Financial Advisory Group, LLC History No change 754,353 41,496 3.21% 3.21% 48 0 0.0% Q2 2026 Aug 04, 2026
DIXON FNANCIAL SERVICES, INC. History No change 745,784 41,025 16.62% 16.62% 49 0 0.0% Q2 2026 Jul 14, 2026
SAX WEALTH ADVISORS, LLC History No change 814,035 39,448 1.6% 1.6% 50 0 0.0% Q2 2026 Jul 09, 2026
MISSION WEALTH MANAGEMENT, LP History No change 715,500 39,359 0.48% 0.48% 51 0 0.0% Q2 2026 Jul 20, 2026
Richard Young Associates, Ltd. History No change 708,429 38,970 25.9% 25.9% 52 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 707,126 38,899 0.96% 0.96% 53 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 704,814 38,771 0.16% 0.16% 54 0 0.0% Q2 2026 Aug 11, 2026
Tillman Hartley LLC History No change 702,050 38,619 8.68% 8.68% 55 0 0.0% Q2 2026 Aug 06, 2026
Planning Center, Inc. History No change 699,135 38,459 3.63% 3.63% 56 0 0.0% Q2 2026 Jul 29, 2026
Wealth Management Nebraska History No change 698,114 38,403 3.43% 3.43% 57 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 681,475 37,487 0.01% 0.01% 58 0 0.0% Q2 2026 Sep 23, 2026
Wealth Architects, LLC History No change 679,197 37,362 2.95% 2.95% 59 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 675,012 37,132 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc./Texas History No change 667,599 36,724 14.14% 14.14% 61 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 632,077 34,770 2.7% 2.7% 62 0 0.0% Q2 2026 Aug 14, 2026
McLean Asset Management Corp History No change 600,061 33,357 4.41% 4.41% 63 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 602,675 33,153 0.04% 0.04% 64 0 0.0% Q2 2026 Jul 29, 2026
Three Arch Wealth Management LLC History No change 598,703 32,934 5.05% 5.05% 65 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Reduced 577,232 31,747 0.22% 0.25% 66 -5,335 -0.92% Q3 2026 Oct 08, 2026
RW Investment Management LLC History No change 575,717 31,670 2.78% 2.78% 67 0 0.0% Q2 2026 Aug 06, 2026
Premier Financial Group History No change 566,861 31,182 6.27% 6.27% 68 0 0.0% Q2 2026 Sep 18, 2026
AQR CAPITAL MANAGEMENT LLC History No change 563,266 30,985 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History No change 557,561 30,734 4.2% 4.2% 70 0 0.0% Q2 2026 Aug 11, 2026
Meritas Wealth Management, LLC History No change 555,354 30,550 11.93% 11.93% 71 0 0.0% Q2 2026 Jul 21, 2026
TFO Wealth Partners, LLC History No change 553,055 30,423 3.31% 3.31% 72 0 0.0% Q2 2026 Aug 10, 2026
WPWealth LLP History No change 547,549 30,120 4.47% 4.47% 73 0 0.0% Q2 2026 Aug 10, 2026
ShankerValleau Wealth Advisors, Inc. History No change 544,043 29,927 7.88% 7.88% 74 0 0.0% Q2 2026 Jul 09, 2026
LRI Investments, LLC History No change 542,430 29,839 2.4% 2.4% 75 0 0.0% Q2 2026 Jul 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 535,101 29,435 2.87% 2.87% 76 0 0.0% Q2 2026 Jul 13, 2026
Symmetry Partners, LLC History No change 517,258 28,454 1.45% 1.45% 77 0 0.0% Q2 2026 Jul 23, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 513,880 28,268 13.49% 13.49% 78 0 0.0% Q2 2026 Jul 24, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 506,330 27,853 9.95% 9.95% 79 0 0.0% Q2 2026 Jul 23, 2026
WorthPointe, LLC History No change 505,062 27,783 6.97% 6.97% 80 0 0.0% Q2 2026 Jul 31, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 504,434 27,748 20.55% 20.55% 81 0 0.0% Q2 2026 Jul 30, 2026
Petersen Hastings Wealth Advisors Inc. History No change 503,156 27,678 2.32% 2.32% 82 0 0.0% Q2 2026 Jul 17, 2026
1900 WEALTH MANAGEMENT LLC History No change 497,233 27,352 1.52% 1.52% 83 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 484,264 26,639 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 474,836 26,120 0.23% 0.23% 85 0 0.0% Q2 2026 Jul 27, 2026
American Investment Services, Inc. History No change 474,682 26,112 5.52% 5.52% 86 0 0.0% Q2 2026 Aug 12, 2026
RS CRUM INC. History No change 471,472 25,935 4.86% 4.86% 87 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 468,539 25,774 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 458,690 25,232 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
DiNuzzo Private Wealth, Inc. History No change 452,669 24,901 2.46% 2.46% 90 0 0.0% Q2 2026 Jul 10, 2026
LEGACY FINANCIAL GROUP, INC. History No change 452,004 24,864 5.8% 5.8% 91 0 0.0% Q2 2026 Jul 30, 2026
BAKER BOYER NATIONAL BANK History No change 435,463 23,954 6.58% 6.58% 92 0 0.0% Q2 2026 Jul 27, 2026
Graves Light Lenhart Wealth, Inc. History Added to 425,611 23,408 2.19% 2.07% 93 +22,716 5.64% Q3 2026 Oct 08, 2026
Sequoia Financial Advisors, LLC History No change 420,699 23,142 0.12% 0.12% 94 0 0.0% Q2 2026 Jul 17, 2026
Quantinno Capital Management LP History No change 409,344 22,518 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 401,368 22,079 8.02% 8.02% 96 0 0.0% Q2 2026 Jul 14, 2026
Prudent Man Investment Management, Inc. History No change 471,441 21,964 7.49% 7.49% 97 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 387,967 21,342 0.61% 0.61% 98 0 0.0% Q2 2026 Jul 22, 2026
CLARIS ADVISORS, LLC / MO / History No change 384,556 21,154 5.52% 5.52% 99 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA INVESTMENTS, LP History No change 383,500 21,096 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 374,528 20,602 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 357,895 19,730 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 356,584 19,616 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 342,275 18,828 0.31% 0.31% 104 0 0.0% Q2 2026 Aug 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 335,830 18,473 1.24% 1.24% 105 0 0.0% Q2 2026 Aug 05, 2026
Pillar Financial Advisors, LLC History No change 332,448 18,287 9.57% 9.57% 106 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 330,164 18,162 0.55% 0.55% 107 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 329,154 18,106 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 326,498 17,960 0.7% 0.7% 109 0 0.0% Q2 2026 Jul 29, 2026
Ruedi Wealth Management, Inc. History No change 325,745 17,919 4.2% 4.2% 110 0 0.0% Q2 2026 Jul 29, 2026
Austin Asset Management Co Inc History No change 323,879 17,816 2.48% 2.48% 111 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 322,267 17,727 0.38% 0.38% 112 0 0.0% Q2 2026 Aug 03, 2026
Summit Wealth Group, LLC History No change 319,089 17,553 3.58% 3.58% 113 0 0.0% Q2 2026 Aug 04, 2026
Financial Synergies Wealth Advisors, Inc. History No change 318,721 17,532 1.49% 1.49% 114 0 0.0% Q2 2026 Jul 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 318,553 17,520 4.49% 4.79% 115 -16,171 -4.83% Q3 2026 Oct 06, 2026
Navigoe, LLC History No change 318,299 17,509 9.16% 9.16% 116 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 317,908 17,488 0.5% 0.5% 117 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 313,862 17,265 0.45% 0.45% 118 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 311,762 17,150 8.38% 8.38% 119 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 310,466 17,078 0.14% 0.14% 120 0 0.0% Q2 2026 Aug 06, 2026
Squire Investment Management Company, LLC History No change 297,896 16,387 3.95% 3.95% 121 0 0.0% Q2 2026 Jul 28, 2026
MORGAN STANLEY History No change 296,921 16,333 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Diversified Portfolios, Inc. History No change 291,586 16,040 1.16% 1.16% 123 0 0.0% Q2 2026 Aug 04, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 288,409 15,865 12.33% 12.33% 124 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 286,985 15,787 0.45% 0.45% 125 0 0.0% Q2 2026 Jul 07, 2026
New Dimensions Wealth Management, LLC History No change 286,315 15,750 11.9% 11.9% 126 0 0.0% Q2 2026 Aug 12, 2026
Altiora Financial Group, LLC History No change 279,469 15,373 2.42% 2.42% 127 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Management, Inc. History No change 275,221 15,139 3.76% 3.76% 128 0 0.0% Q2 2026 Jul 30, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 269,708 14,836 7.76% 7.76% 129 0 0.0% Q2 2026 Jul 20, 2026
Frankly Finances, LLC History No change 268,240 14,755 11.66% 11.66% 130 0 0.0% Q2 2026 Jul 15, 2026
Bridgewater Advisors Inc. History No change 258,230 14,466 0.79% 0.79% 131 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 262,444 14,437 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 261,922 14,408 0.16% 0.16% 133 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 254,112 13,978 0.05% 0.05% 134 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 253,956 13,970 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 11, 2026
Lauterbach Financial Advisors, LLC History No change 251,825 13,852 5.96% 5.96% 136 0 0.0% Q2 2026 Jul 27, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 249,876 13,746 5.37% 5.37% 137 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 242,834 13,358 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 230,951 12,704 4.7% 4.7% 139 0 0.0% Q2 2026 Aug 12, 2026
Investmark Advisory Group LLC History No change 228,172 12,551 4.77% 4.77% 140 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 223,958 12,319 0.32% 0.32% 141 0 0.0% Q2 2026 Aug 04, 2026
RTD Financial Advisors, Inc. History Reduced 216,414 11,902 1.3% 1.31% 142 -2,232 -1.02% Q3 2026 Oct 09, 2026
JDH Wealth Management, LLC History No change 213,484 11,743 7.15% 7.15% 143 0 0.0% Q2 2026 Jul 22, 2026
Capstone Wealth Management, LLC History No change 211,207 11,618 5.39% 5.39% 144 0 0.0% Q2 2026 Jul 23, 2026
Walsh & Associates, LLC History No change 209,448 11,521 9.41% 9.41% 145 0 0.0% Q2 2026 Jul 21, 2026
Versant Capital Management, Inc History Added to 203,873 11,213 0.96% 1.0% 146 +358 0.18% Q3 2026 Oct 01, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 201,189 11,067 1.41% 1.41% 147 0 0.0% Q2 2026 Aug 25, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 199,131 10,952 1.11% 1.11% 148 0 0.0% Q2 2026 Aug 13, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 198,014 10,892 7.37% 7.37% 149 0 0.0% Q2 2026 Jul 22, 2026
Visionary Wealth Advisors History No change 194,557 10,702 0.42% 0.42% 150 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 194,511 10,700 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 193,271 10,641 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 190,210 10,463 2.34% 2.34% 153 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 185,258 10,191 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 184,338 10,140 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Werba Rubin Papier Wealth Management History No change 183,415 10,089 1.23% 1.23% 156 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 181,842 10,003 0.55% 0.55% 157 0 0.0% Q2 2026 Aug 11, 2026
Peirce Capital Management, LLC History No change 178,595 9,824 3.6% 3.6% 158 0 0.0% Q2 2026 Jul 10, 2026
Financial Harvest, LLC History No change 173,170 9,526 3.94% 3.94% 159 0 0.0% Q2 2026 Aug 10, 2026
Belleair Asset Management, LLC History No change 168,153 9,250 7.78% 7.78% 160 0 0.0% Q2 2026 Jul 15, 2026
Strathmore Capital Advisors, Inc. History No change 163,674 9,026 2.43% 2.43% 161 0 0.0% Q2 2026 Aug 10, 2026
Ariadne Wealth Management, LP History No change 162,935 8,963 3.96% 3.96% 162 0 0.0% Q2 2026 Aug 13, 2026
TruNorth Capital Management, LLC History No change 162,870 8,959 1.44% 1.44% 163 0 0.0% Q2 2026 Jul 23, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 160,433 8,823 1.73% 1.95% 164 -6,073 -3.65% Q3 2026 Oct 05, 2026
Sprinkle Financial Consultants LLC History Reduced 156,958 8,632 3.37% 3.39% 165 -16 -0.01% Q3 2026 Oct 09, 2026
Seneschal Advisors, LLC History No change 155,556 8,557 5.86% 5.86% 166 0 0.0% Q2 2026 Aug 13, 2026
Weinberger Asset Management, Inc History No change 153,561 8,536 2.74% 2.74% 167 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 153,175 8,426 1.93% 1.93% 168 0 0.0% Q2 2026 Jul 08, 2026
Woodward Financial Advisors, Inc. History No change 152,581 8,393 2.81% 2.81% 169 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 151,462 8,332 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Lutz Financial Services LLC History No change 148,278 8,156 0.5% 0.5% 171 0 0.0% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History No change 141,999 7,811 0.05% 0.05% 172 0 0.0% Q2 2026 Jul 20, 2026
Kondo Wealth Advisors, Inc. History No change 140,456 7,726 2.58% 2.58% 173 0 0.0% Q2 2026 Jul 21, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 139,127 7,653 1.01% 1.01% 174 0 0.0% Q2 2026 Jul 13, 2026
CarsonAllaria Wealth Management, Ltd. History No change 137,923 7,587 3.29% 3.29% 175 0 0.0% Q2 2026 Jul 28, 2026
Sollinda Capital Management LLC History No change 136,915 7,531 1.61% 1.61% 176 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 136,233 7,494 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History No change 134,402 7,393 0.78% 0.78% 178 0 0.0% Q2 2026 Jul 22, 2026
Kooman & Associates History No change 134,098 7,376 1.98% 1.98% 179 0 0.0% Q2 2026 Jul 22, 2026
Aegis Wealth Management LLC History No change 133,283 7,331 3.45% 3.45% 180 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 132,726 7,301 3.45% 3.45% 181 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 131,869 7,254 0.36% 0.36% 182 0 0.0% Q2 2026 Jul 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 131,602 7,239 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 131,335 7,224 0.13% 0.13% 184 0 0.0% Q2 2026 Jul 31, 2026
EnRich Financial Partners LLC History No change 130,198 7,162 1.7% 1.7% 185 0 0.0% Q2 2026 Jul 27, 2026
LAM GROUP, INC. History No change 129,440 7,120 3.54% 3.54% 186 0 0.0% Q2 2026 Jul 10, 2026
Cherry Tree Wealth Management, LLC History No change 129,342 7,115 1.34% 1.34% 187 0 0.0% Q2 2026 Sep 15, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 127,393 7,007 1.39% 1.39% 188 0 0.0% Q2 2026 Jul 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 127,269 7,001 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 125,952 6,928 0.36% 0.36% 190 0 0.0% Q2 2026 Aug 07, 2026
GEM Asset Management, LLC History No change 125,374 6,896 2.72% 2.72% 191 0 0.0% Q2 2026 Jul 21, 2026
Annandale Capital, LLC History No change 125,272 6,891 0.94% 0.94% 192 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 125,186 6,886 0.02% 0.02% 193 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 124,809 6,865 1.59% 1.59% 194 0 0.0% Q2 2026 Jul 13, 2026
Shearwater Capital LLC History No change 123,241 6,779 3.24% 3.24% 195 0 0.0% Q2 2026 Jul 08, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 134,254 6,777 1.85% 1.85% 196 0 0.0% Q2 2026 Jul 24, 2026
WNY Asset Management, LLC History No change 122,084 6,715 0.6% 0.6% 197 0 0.0% Q2 2026 Aug 17, 2026
EverSource Wealth Advisors, LLC History No change 119,826 6,591 0.22% 0.22% 198 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 118,784 6,534 0.03% 0.03% 199 0 0.0% Q2 2026 Sep 23, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 117,272 6,451 5.28% 5.28% 200 0 0.0% Q2 2026 Jul 21, 2026
PFG Advisors History No change 116,471 6,407 0.32% 0.32% 201 0 0.0% Q2 2026 Jul 16, 2026
Colorado Capital Management, Inc. History No change 113,213 6,228 2.13% 2.13% 202 0 0.0% Q2 2026 Jul 08, 2026
Simplicity Wealth,LLC History No change 112,679 6,198 0.21% 0.21% 203 0 0.0% Q2 2026 Aug 06, 2026
Evensky & Katz LLC History No change 111,311 6,123 0.32% 0.32% 204 0 0.0% Q2 2026 Jul 22, 2026
Wolfstich Capital, LLC History No change 111,097 6,093 4.7% 4.7% 205 0 0.0% Q2 2026 Jul 24, 2026
AG Asset Advisory, LLC History No change 108,845 5,987 4.84% 4.84% 206 0 0.0% Q2 2026 Aug 03, 2026
Cascade Wealth Advisors, Inc History No change 103,453 5,885 2.36% 2.36% 207 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 106,428 5,854 0.0% 0.0% 208 0 0.0% Q2 2026 Sep 02, 2026
Cross Staff Investments Inc History No change 10,391 5,716 3.22% 3.22% 209 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 103,633 5,706 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 14, 2026
FMB WEALTH MANAGEMENT History No change 103,735 5,706 2.1% 2.1% 211 0 0.0% Q2 2026 Jul 27, 2026
COGENT STRATEGIC WEALTH LLC History No change 103,304 5,682 5.42% 5.42% 212 0 0.0% Q2 2026 Aug 11, 2026
Trace Wealth Advisors, LLC History No change 101,158 5,564 3.64% 3.64% 213 0 0.0% Q2 2026 Jul 28, 2026
Vannoy Advisory Group, Inc. History No change 100,005 5,501 3.11% 3.11% 214 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 99,599 5,478 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 11, 2026
Joel Isaacson & Co., LLC History No change 99,486 5,472 0.16% 0.16% 216 0 0.0% Q2 2026 Aug 04, 2026
Verdence Capital Advisors LLC History No change 99,384 5,467 0.29% 0.29% 217 0 0.0% Q2 2026 Jul 29, 2026
55 North Private Wealth, LLC History No change 99,009 5,446 1.07% 1.07% 218 0 0.0% Q2 2026 Jul 07, 2026
Investment Advisory Group, LLC History No change 98,096 5,396 1.17% 1.17% 219 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 97,352 5,355 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 07, 2026
SwitchPoint Financial Planning, LLC History No change 97,249 5,349 3.09% 3.09% 221 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 95,238 5,239 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial Strategies, Inc. History No change 94,869 5,218 0.37% 0.37% 223 0 0.0% Q2 2026 Jul 24, 2026
HMV Wealth Advisors, LLC History No change 92,514 5,089 1.98% 1.98% 224 0 0.0% Q2 2026 Jul 13, 2026
Arkadios Wealth Advisors History No change 92,491 5,087 0.08% 0.08% 225 0 0.0% Q2 2026 Aug 10, 2026
McCartney Wealth Management LLC History No change 91,253 5,019 3.81% 3.81% 226 0 0.0% Q2 2026 Aug 03, 2026
MARSHALL WACE, LLP History No change 89,715 4,935 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 89,084 4,900 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 87,754 4,827 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 87,125 4,792 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 10, 2026
Pacific Asset Management, LLC History No change 86,756 4,772 2.34% 2.34% 231 0 0.0% Q2 2026 Jul 27, 2026
Intelligent Financial Strategies History No change 83,718 4,605 2.22% 2.22% 232 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 81,045 4,458 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 27, 2026
Cloud Capital Management, LLC History No change 80,843 4,446 1.62% 1.62% 234 0 0.0% Q2 2026 Aug 13, 2026
Tumwater Wealth Management, LLC History No change 80,243 4,414 1.6% 1.6% 235 0 0.0% Q2 2026 Jul 20, 2026
Platform Wealth Management, LLC History No change 80,137 4,408 1.61% 1.61% 236 0 0.0% Q2 2026 Aug 10, 2026
BluePrint Investing LLC History No change 78,584 4,322 3.23% 3.23% 237 0 0.0% Q2 2026 Jul 17, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 76,969 4,234 2.97% 2.97% 238 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON TRUST Co History No change 75,104 4,131 0.13% 0.13% 239 0 0.0% Q2 2026 Aug 03, 2026
Kilner Capital Advisors, LLC History No change 74,467 4,102 3.51% 3.51% 240 0 0.0% Q2 2026 Jul 13, 2026
TAGStone Capital, Inc. History No change 74,228 4,083 1.3% 1.3% 241 0 0.0% Q2 2026 Aug 11, 2026
Embree Financial Group History No change 74,114 4,077 0.41% 0.41% 242 0 0.0% Q2 2026 Jul 15, 2026
Aspen Capital Management, LLC History No change 73,845 4,062 0.9% 0.9% 243 0 0.0% Q2 2026 Aug 04, 2026
Axis Wealth Partners, LLC History No change 73,177 4,025 1.93% 1.93% 244 0 0.0% Q2 2026 Jul 28, 2026
Vistica Wealth Advisors, LLC History No change 72,988 4,015 3.47% 3.47% 245 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 71,334 3,924 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 70,571 3,882 0.06% 0.06% 247 0 0.0% Q2 2026 Jul 15, 2026
Wealth Advisors Northwest LLC History No change 68,612 3,774 1.29% 1.29% 248 0 0.0% Q2 2026 Jul 14, 2026
BWM Planning, LLC History No change 67,707 3,724 0.86% 0.86% 249 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 66,668 3,667 0.23% 0.23% 250 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Advisors, LLC History No change 66,305 3,647 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 65,628 3,610 1.12% 1.12% 252 0 0.0% Q2 2026 Jul 30, 2026
Laird Norton Wetherby Trust Company, LLC History No change 65,323 3,593 0.07% 0.07% 253 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 62,703 3,449 0.1% 0.1% 254 0 0.0% Q2 2026 Jul 30, 2026
Navigate Wealth Management, LLC History No change 62,741 3,436 2.13% 2.13% 255 0 0.0% Q2 2026 Jul 23, 2026
Woodside Wealth Management LLC History No change 62,171 3,420 2.38% 2.38% 256 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Investments, LLC History No change 62,156 3,419 1.1% 1.1% 257 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 61,519 3,384 0.27% 0.27% 258 0 0.0% Q2 2026 Jul 07, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 59,749 3,286 1.77% 1.77% 259 0 0.0% Q2 2026 Jul 24, 2026
Clarity Capital Advisors, LLC History No change 59,716 3,284 1.38% 1.38% 260 0 0.0% Q2 2026 Jul 13, 2026
Westmount Partners, LLC History No change 59,582 3,277 0.72% 0.72% 261 0 0.0% Q2 2026 Jul 07, 2026
Robertson Stephens Wealth Management, LLC History No change 58,805 3,234 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 57,405 3,157 0.57% 0.57% 263 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 57,218 3,147 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 57,151 3,143 0.06% 0.06% 265 0 0.0% Q2 2026 Jul 31, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 56,732 3,120 1.59% 1.59% 266 0 0.0% Q2 2026 Jul 20, 2026
Cypress Wealth Services, LLC History No change 55,990 3,079 0.38% 0.38% 267 0 0.0% Q2 2026 Jul 10, 2026
Fonville Wealth Management LLC History No change 55,442 3,049 0.5% 0.5% 268 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 54,788 3,013 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 12, 2026
Family CFO Inc History No change 54,645 3,006 1.16% 1.16% 270 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 54,466 2,996 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 06, 2026
Daybright Advisory Services, Inc. History No change 53,370 2,966 0.71% 0.71% 272 0 0.0% Q2 2026 Aug 04, 2026
Foundation Wealth Management, LLC\PA History No change 53,781 2,958 0.89% 0.89% 273 0 0.0% Q2 2026 Jul 21, 2026
Quantum Financial Advisors, LLC History No change 53,107 2,921 0.29% 0.29% 274 0 0.0% Q2 2026 Jul 08, 2026
POINCIANA ADVISORS GROUP, LLC History No change 48,038 2,915 2.16% 2.16% 275 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 52,750 2,901 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 07, 2026
Generations Wealth, LLC History No change 52,245 2,874 2.73% 2.73% 277 0 0.0% Q2 2026 Aug 11, 2026
Warwick Investment Management, Inc. History No change 51,910 2,855 0.32% 0.32% 278 0 0.0% Q2 2026 Jul 31, 2026
Nicholas Hoffman & Company, LLC. History No change 51,119 2,812 0.06% 0.06% 279 0 0.0% Q2 2026 Aug 04, 2026
Curi Capital, LLC History No change 49,833 2,741 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 49,362 2,715 0.05% 0.05% 281 0 0.0% Q2 2026 Jul 20, 2026
BLAIR WILLIAM & CO/IL History No change 48,910 2,690 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 47,615 2,619 0.04% 0.04% 283 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 47,522 2,614 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 47,311 2,612 0.05% 0.05% 285 0 0.0% Q2 2026 Jul 29, 2026
25 LLC History No change 46,500 2,557 0.7% 0.7% 286 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 45,490 2,502 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 12, 2026
Kane Co Wealth Management, Inc. History No change 44,370 2,440 1.85% 1.85% 288 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 44,291 2,436 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 44,265 2,435 0.62% 0.62% 290 0 0.0% Q2 2026 Jul 23, 2026
TRED AVON FAMILY WEALTH, LLC History No change 42,437 2,334 0.71% 0.71% 291 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 42,158 2,319 0.72% 0.72% 292 0 0.0% Q2 2026 Jul 27, 2026
CURIO WEALTH, LLC History No change 41,960 2,308 0.72% 0.72% 293 0 0.0% Q2 2026 Aug 07, 2026
Tarbox Family Office, Inc. History No change 41,863 2,302 0.33% 0.33% 294 0 0.0% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History No change 41,844 2,301 0.16% 0.16% 295 0 0.0% Q2 2026 Sep 04, 2026
Equitable Holdings, Inc. History No change 41,508 2,283 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 17, 2026
IFG Advisors, LLC History No change 40,523 2,229 0.31% 0.31% 297 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 40,430 2,224 0.44% 0.44% 298 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History No change 39,978 2,199 0.8% 0.8% 299 0 0.0% Q2 2026 Jul 20, 2026
Aurelius Family Office LLC History No change 39,245 2,158 0.85% 0.85% 300 0 0.0% Q2 2026 Jul 13, 2026
Diversify Advisory Services, LLC History No change 38,380 2,133 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 38,380 2,133 0.04% 0.04% 302 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 38,732 2,130 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 38,742 2,124 0.14% 0.14% 304 0 0.0% Q2 2026 Jul 16, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 37,761 2,077 0.53% 0.53% 305 0 0.0% Q2 2026 Jul 15, 2026
BROWN ADVISORY INC History No change 37,344 2,054 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
MATAURO, LLC History No change 37,059 2,038 0.27% 0.27% 307 0 0.0% Q2 2026 Jul 21, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 36,831 2,026 0.25% 0.25% 308 0 0.0% Q2 2026 Jul 20, 2026
FAS Wealth Partners, Inc. History No change 36,308 1,997 0.1% 0.1% 309 0 0.0% Q2 2026 Jul 29, 2026
Entelevest, LLC History No change 36,001 1,980 1.69% 1.69% 310 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 35,976 1,979 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History Added to 35,291 1,941 0.04% 0.03% 312 +6,648 23.21% Q3 2026 Oct 08, 2026
IFG Advisory, LLC History No change 34,945 1,922 0.07% 0.07% 313 0 0.0% Q2 2026 Aug 13, 2026
Cambria Investment Management, L.P. History No change 34,672 1,907 0.09% 0.09% 314 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 34,672 1,907 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 33,501 1,842 0.36% 0.36% 316 0 0.0% Q2 2026 Aug 05, 2026
Quadcap Wealth Management, LLC History No change 32,970 1,813 0.18% 0.18% 317 0 0.0% Q2 2026 Jul 31, 2026
Aspen Wealth Management LLC History No change 32,755 1,801 0.31% 0.31% 318 0 0.0% Q2 2026 Jul 31, 2026
XY Planning Network, Inc. History No change 32,284 1,775 0.22% 0.22% 319 0 0.0% Q2 2026 Jul 14, 2026
Klingman & Associates, LLC History No change 32,214 1,772 0.08% 0.08% 320 0 0.0% Q2 2026 Jul 29, 2026
ARK & TLK INVESTMENTS, LLC History No change 31,984 1,759 0.43% 0.43% 321 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 31,318 1,722 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Busey Bank History No change 31,134 1,712 0.04% 0.04% 323 0 0.0% Q2 2026 Aug 13, 2026
Applied Capital LLC History No change 30,776 1,692 0.55% 0.55% 324 0 0.0% Q2 2026 Jul 21, 2026
Cogent Private Wealth, Inc. History No change 30,624 1,684 1.05% 1.05% 325 0 0.0% Q2 2026 Aug 05, 2026
Francis Financial, Inc. History No change 30,552 1,680 0.28% 0.28% 326 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 30,545 1,680 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 11, 2026
RAM Investment Partners, LLC History No change 29,874 1,643 0.26% 0.26% 328 0 0.0% Q2 2026 Jul 29, 2026
Bragg Financial Advisors, Inc History No change 29,836 1,641 0.04% 0.04% 329 0 0.0% Q2 2026 Aug 12, 2026
Cordant, Inc. History No change 29,834 1,641 0.59% 0.59% 330 0 0.0% Q2 2026 Jul 14, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 29,765 1,637 1.35% 1.35% 331 0 0.0% Q2 2026 Jul 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 28,979 1,594 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY TRUST CO History No change 28,865 1,587 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 28,395 1,561 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 28,339 1,558 0.24% 0.24% 335 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 27,977 1,538 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 07, 2026
Oath Planning, LLC History No change 27,798 1,529 1.13% 1.13% 337 0 0.0% Q2 2026 Jul 24, 2026
Eldridge Investment Advisors, Inc. History No change 27,460 1,510 0.3% 0.3% 338 0 0.0% Q2 2026 Aug 10, 2026
New England Private Wealth Advisors LLC History No change 26,738 1,482 0.14% 0.14% 339 0 0.0% Q2 2026 Aug 04, 2026
Brand Asset Management Group, Inc. History No change 26,893 1,479 0.33% 0.33% 340 0 0.0% Q2 2026 Aug 12, 2026
Measured Wealth Private Client Group, LLC History No change 26,856 1,477 0.36% 0.36% 341 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 26,748 1,471 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 26,654 1,466 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 26,598 1,463 0.07% 0.07% 344 0 0.0% Q2 2026 Jul 31, 2026
M Wealth Management, LLC History No change 26,461 1,455 1.14% 1.14% 345 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 26,407 1,452 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 05, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 26,409 1,452 0.08% 0.08% 347 0 0.0% Q2 2026 Aug 10, 2026
Farmers National Bank History No change 26,382 1,451 0.3% 0.3% 348 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 26,169 1,439 0.16% 0.16% 349 0 0.0% Q2 2026 Jul 22, 2026
Pictet North America Advisors SA History No change 25,825 1,420 0.13% 0.13% 350 0 0.0% Q2 2026 Jul 24, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History No change 25,514 1,403 0.8% 0.82% 351 0 0.0% Q3 2026 Oct 08, 2026
Fort Point Capital Partners LLC History No change 25,180 1,385 0.1% 0.1% 352 0 0.0% Q2 2026 Aug 14, 2026
Financial Council, LLC History No change 24,585 1,352 0.44% 0.44% 353 0 0.0% Q2 2026 Aug 04, 2026
Kathmere Capital Management, LLC History No change 24,108 1,326 0.07% 0.07% 354 0 0.0% Q2 2026 Jul 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 23,872 1,313 0.1% 0.1% 355 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 23,356 1,284 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 23,304 1,281 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 23,264 1,279 0.06% 0.06% 358 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 23,204 1,276 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 04, 2026
Mayflower Financial Advisors, LLC History No change 23,183 1,275 0.11% 0.11% 360 0 0.0% Q2 2026 Jul 09, 2026
SIGNATUREFD, LLC History No change 22,979 1,264 0.02% 0.02% 361 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 22,897 1,259 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 05, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 22,821 1,255 0.68% 0.68% 363 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 22,784 1,253 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 22,672 1,247 1.38% 1.38% 365 0 0.0% Q2 2026 Aug 10, 2026
Mustard Seed Financial, LLC History No change 22,679 1,247 0.65% 0.65% 366 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 22,670 1,247 0.04% 0.04% 367 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 22,320 1,228 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 22,330 1,228 0.02% 0.02% 369 0 0.0% Q2 2026 Jul 09, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 22,161 1,219 0.96% 0.96% 370 0 0.0% Q2 2026 Jul 22, 2026
Parkside Investments, LLC History No change 22,018 1,211 0.13% 0.13% 371 0 0.0% Q2 2026 Jul 13, 2026
Allegiance Financial Group Advisory Services LLC History No change 21,984 1,209 0.21% 0.21% 372 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 21,496 1,182 0.05% 0.05% 373 0 0.0% Q2 2026 Aug 06, 2026
KDK Private Wealth Management, LLC History No change 21,488 1,182 0.98% 0.98% 374 0 0.0% Q2 2026 Aug 12, 2026
MBM WEALTH CONSULTANTS, LLC History No change 21,375 1,175 0.23% 0.23% 375 0 0.0% Q2 2026 Jul 24, 2026
Seaside Wealth Management, Inc. History No change 21,171 1,164 0.29% 0.29% 376 0 0.0% Q2 2026 Aug 05, 2026
Pure Financial Advisors, LLC History No change 20,938 1,151 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 20,866 1,147 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 12, 2026
Prism Planning Partners LLC History No change 20,830 1,145 1.21% 1.21% 379 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 20,597 1,133 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 14, 2026
Silver Oak Advisory Group, Inc. History No change 20,429 1,123 0.44% 0.44% 381 0 0.0% Q2 2026 Jul 31, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 20,232 1,112 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 28, 2026
Bleakley Financial Group, LLC History No change 19,922 1,095 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 05, 2026
AWM CAPITAL, LLC History No change 19,742 1,085 0.09% 0.09% 384 0 0.0% Q2 2026 Jul 31, 2026
Apollon Wealth Management, LLC History No change 19,577 1,076 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 19,548 1,075 0.11% 0.12% 386 -540 -2.69% Q3 2026 Oct 07, 2026
Pinnacle Financial Partners, Inc. History No change 19,559 1,075 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 19,206 1,056 0.14% 0.14% 388 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 19,190 1,055 0.12% 0.12% 389 0 0.0% Q2 2026 Jul 24, 2026
W1M Asset Management Ltd History No change 19,160 1,054 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 12, 2026
AMARILLO NATIONAL BANK History No change 19,084 1,049 0.17% 0.17% 391 0 0.0% Q2 2026 Jul 15, 2026
Avantax Planning Partners, Inc. History No change 18,967 1,043 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 28, 2026
LJI Wealth Management, LLC History No change 18,760 1,032 0.14% 0.14% 393 0 0.0% Q2 2026 Jul 31, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 18,697 1,028 0.05% 0.05% 394 0 0.0% Q2 2026 Sep 11, 2026
Powerhouse Assets LLC History No change 18,673 1,027 0.84% 0.84% 395 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 18,671 1,027 0.18% 0.18% 396 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 18,553 1,020 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 12, 2026
tru Independence LLC History No change 18,490 1,017 0.44% 0.44% 398 0 0.0% Q2 2026 Aug 10, 2026
Marietta Wealth Management, LLC History No change 18,415 1,013 0.1% 0.1% 399 0 0.0% Q2 2026 Aug 03, 2026
Northwest Wealth Advisors, LLC History No change 18,405 1,012 0.58% 0.58% 400 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Financial Group, LLC /NE/ History No change 18,359 1,009 0.62% 0.62% 401 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 18,330 1,008 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 24, 2026
BetterWealth, LLC History No change 18,261 1,004 0.18% 0.18% 403 0 0.0% Q2 2026 Jul 21, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 18,228 1,002 0.57% 0.57% 404 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 18,092 995 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
Arbor Wealth Advisors LLC History No change 17,986 989 0.62% 0.6% 406 0 0.0% Q3 2026 Oct 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,973 988 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 17,959 987 0.05% 0.05% 408 0 0.0% Q2 2026 Aug 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 17,894 984 0.18% 0.18% 409 0 0.0% Q2 2026 Jul 21, 2026
Renasant Bank History No change 17,757 976 0.63% 0.63% 410 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 17,680 972 0.05% 0.05% 411 0 0.0% Q2 2026 Aug 14, 2026
VISTA CAPITAL PARTNERS, INC. History No change 17,612 968 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 17,489 962 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 27, 2026
Falcon Wealth Planning History No change 17,426 958 0.06% 0.06% 414 0 0.0% Q2 2026 Jul 13, 2026
Berger Financial Group, Inc History No change 17,317 952 0.05% 0.05% 415 0 0.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History No change 17,267 949 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 17,233 947 0.06% 0.06% 417 0 0.0% Q2 2026 Jul 24, 2026
Stratos Investment Management, LLC History No change 17,169 944 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 17,170 944 0.06% 0.06% 419 0 0.0% Q2 2026 Aug 11, 2026
Oak Wealth Advisors LLC History No change 17,157 943 0.45% 0.45% 420 0 0.0% Q2 2026 Jul 22, 2026
CATHY PARETO & ASSOCIATES, INC History No change 17,046 937 0.55% 0.55% 421 0 0.0% Q2 2026 Jul 15, 2026
Rather & Kittrell, Inc. History No change 16,925 931 0.13% 0.13% 422 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History No change 16,846 926 0.05% 0.05% 423 0 0.0% Q2 2026 Aug 05, 2026
Aerodigm Wealth, LLC History No change 16,821 925 0.31% 0.31% 424 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisors, LLC History No change 16,777 922 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 06, 2026
Painted Porch Advisors LLC History No change 16,728 920 0.4% 0.4% 426 0 0.0% Q2 2026 Jul 24, 2026
Narus Financial Partners, LLC History No change 16,671 917 0.24% 0.24% 427 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 16,635 915 0.15% 0.15% 428 0 0.0% Q2 2026 Jul 24, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 16,534 909 0.08% 0.08% 429 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 16,272 895 0.11% 0.11% 430 0 0.0% Q2 2026 Aug 11, 2026
Betterment LLC History No change 16,214 892 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 14, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 16,187 890 0.17% 0.17% 432 0 0.0% Q2 2026 Jul 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 16,093 885 0.01% 0.02% 433 -11,648 -41.99% Q3 2026 Oct 05, 2026
AE Wealth Management LLC History No change 16,035 882 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History No change 15,748 866 0.03% 0.03% 435 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 15,731 865 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Management, Inc. History No change 15,579 857 0.26% 0.26% 437 0 0.0% Q2 2026 Jul 15, 2026
Perigon Wealth Management, LLC History No change 15,529 854 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 07, 2026
Eaton Financial Holdings Company, LLC History No change 15,480 851 0.23% 0.23% 439 0 0.0% Q2 2026 Aug 04, 2026
WestHill Financial Advisors, Inc. History No change 15,411 847 0.14% 0.14% 440 0 0.0% Q2 2026 Jul 21, 2026
NerdWallet Wealth Partners, LLC History No change 15,216 837 0.29% 0.29% 441 0 0.0% Q2 2026 Jul 07, 2026
Kaufman Rossin Wealth, LLC History No change 15,075 827 0.39% 0.39% 442 0 0.0% Q2 2026 Jul 16, 2026
Mesirow Financial Investment Management, Inc. History No change 14,981 824 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 22, 2026
Longview Financial Advisors LLC History No change 14,978 823 0.41% 0.41% 444 0 0.0% Q2 2026 Jul 14, 2026
AMERIPRISE FINANCIAL INC History No change 14,910 820 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
Babb Wealth Advisors LLC History No change 14,834 815 0.39% 0.39% 446 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 14,759 811 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 30, 2026
Belpointe Asset Management LLC History No change 14,594 802 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 14,594 802 0.09% 0.09% 449 0 0.0% Q2 2026 Jul 31, 2026
Pandowealth. LLC History No change 14,546 800 0.66% 0.66% 450 0 0.0% Q2 2026 Aug 19, 2026
GenTrust, LLC History No change 14,422 793 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 14,415 792 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Shore Point Advisors, LLC History No change 14,180 780 0.27% 0.27% 453 0 0.0% Q2 2026 Jul 14, 2026
D'Orazio & Associates, Inc. History No change 14,143 778 0.09% 0.09% 454 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 14,057 773 0.15% 0.15% 455 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 14,048 772 0.23% 0.23% 456 0 0.0% Q2 2026 Jul 20, 2026
Manchester Capital Management LLC History No change 13,939 766 0.1% 0.1% 457 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 13,867 762 0.16% 0.16% 458 0 0.0% Q3 2026 Oct 05, 2026
Lido Advisors, LLC History No change 13,848 761 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 13,817 760 0.14% 0.14% 460 0 0.0% Q2 2026 Aug 04, 2026
West Wealth Group, LLC History No change 13,767 757 0.12% 0.12% 461 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 13,709 754 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 13,522 743 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 03, 2026
CWA Asset Management Group, LLC History No change 13,503 742 0.02% 0.02% 464 0 0.0% Q2 2026 Jul 14, 2026
FRANKLIN RESOURCES INC History No change 13,485 741 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 13,418 738 0.03% 0.03% 466 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 13,386 736 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 03, 2026
Oakworth Capital, Inc. History No change 13,401 736 0.04% 0.04% 468 0 0.0% Q2 2026 Jul 22, 2026
CAHILL FINANCIAL ADVISORS INC History No change 13,339 733 0.07% 0.07% 469 0 0.0% Q2 2026 Aug 11, 2026
Range Advisory, LLC History No change 13,292 731 0.09% 0.09% 470 0 0.0% Q2 2026 Sep 02, 2026
Sanctuary Advisors, LLC History No change 13,269 729 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
Gilbert & Cook, Inc. History No change 13,217 727 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 28, 2026
WoodTrust Financial Corp History No change 13,215 727 0.09% 0.09% 473 0 0.0% Q3 2026 Oct 09, 2026
Center for Financial Planning, Inc. History No change 13,216 727 0.07% 0.07% 474 0 0.0% Q2 2026 Jul 21, 2026
McGrath & Associates, Inc. History No change 13,188 725 0.94% 0.94% 475 0 0.0% Q2 2026 Jul 14, 2026
Tower Research Capital LLC (TRC) History No change 13,151 723 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 11, 2026
Robinswood Financial LLC History No change 13,122 721 0.21% 0.21% 477 0 0.0% Q2 2026 Jul 14, 2026
Johnson Wealth Management, LLC History No change 13,047 717 0.3% 0.3% 478 0 0.0% Q2 2026 Aug 06, 2026
FSM Wealth Advisors, LLC History No change 12,922 710 0.08% 0.08% 479 0 0.0% Q2 2026 Jul 15, 2026
MB Generational Wealth, LLC History No change 12,770 702 0.34% 0.34% 480 0 0.0% Q2 2026 Jul 31, 2026
HBE Wealth Management, LLC History No change 12,760 701 0.5% 0.5% 481 0 0.0% Q2 2026 Jul 13, 2026
Dakota Wealth Management History No change 12,673 697 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 07, 2026
CAPITAL ADVISORS INC/OK History No change 12,628 694 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 22, 2026
Williams & Novak Wealth Management, LLC History Added to 12,608 693 0.41% 0.45% 484 +115 0.92% Q3 2026 Oct 09, 2026
PROSPERITY BANCSHARES INC History No change 12,367 680 0.44% 0.44% 485 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 12,223 672 0.05% 0.05% 486 0 0.0% Q2 2026 Jul 15, 2026
Wedmont Private Capital History Added to 11,971 666 0.02% 0.02% 487 +8 0.07% Q3 2026 Oct 09, 2026
American Financial Advisors, LLC History No change 12,095 665 0.08% 0.08% 488 0 0.0% Q2 2026 Jul 14, 2026
ELEVATE WEALTH ADVISORY, INC History No change 12,043 662 0.38% 0.38% 489 0 0.0% Q2 2026 Aug 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 11,800 649 0.14% 0.14% 490 0 0.0% Q2 2026 Jul 27, 2026
ZACKS INVESTMENT MANAGEMENT History No change 11,766 647 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 11,756 646 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 11,615 638 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 11,554 635 0.05% 0.05% 494 0 0.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,403 627 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 11,412 627 0.03% 0.03% 496 0 0.0% Q2 2026 Aug 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 11,339 623 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,320 622 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 23, 2026
SEEDS INVESTOR LLC History No change 11,285 620 0.06% 0.06% 499 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 11,207 616 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 28, 2026
Badgley Phelps Wealth Managers, LLC History No change 10,860 597 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 31, 2026
Legacy Financial Advisors, Inc. History No change 10,796 593 0.07% 0.07% 502 0 0.0% Q2 2026 Aug 05, 2026
Liberty Capital Management, Inc. History No change 10,742 590 0.1% 0.1% 503 0 0.0% Q2 2026 Jul 17, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 10,672 589 0.19% 0.19% 504 0 0.0% Q2 2026 Jul 23, 2026
GDS Wealth Management History No change 10,652 585 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History No change 10,564 581 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 28, 2026
TPG Financial Advisors, LLC History No change 10,547 580 0.17% 0.17% 507 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 10,477 576 0.05% 0.05% 508 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 10,474 576 0.26% 0.26% 509 0 0.0% Q2 2026 Aug 13, 2026
NCM Capital Management, LLC History No change 10,465 575 0.18% 0.18% 510 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 10,310 567 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 29, 2026
Americana Partners, LLC History No change 10,223 562 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 05, 2026
Towneley Capital Management, Inc / DE History Added to 10,158 558 0.11% 0.11% 513 +37 0.37% Q3 2026 Oct 09, 2026
Monument Group Wealth Advisors, LLC History No change 9,574 557 0.27% 0.27% 514 0 0.0% Q2 2026 Jul 27, 2026
Compass Wealth Management, LLC/GA History No change 10,067 553 0.22% 0.22% 515 0 0.0% Q2 2026 Jul 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 10,040 552 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 9,985 549 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 04, 2026
Strategic Financial Services, Inc. History No change 9,875 543 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 24, 2026
RFG Advisory, LLC History No change 9,744 536 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 15, 2026
Quad-Cities Investment Group, LLC History No change 9,657 531 0.19% 0.19% 520 0 0.0% Q2 2026 Jul 07, 2026
Accredited Investors Inc. History No change 9,623 529 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 21, 2026
Everest Financial Group LLC History No change 9,612 528 0.07% 0.07% 522 0 0.0% Q2 2026 Aug 10, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 9,551 525 0.39% 0.39% 523 0 0.0% Q2 2026 Jul 30, 2026
Approach Retirement Advisors, LLC History No change 9,555 525 0.38% 0.38% 524 0 0.0% Q2 2026 Jul 15, 2026
Gradient Investments LLC History No change 9,427 518 0.01% 0.01% 525 0 0.0% Q3 2026 Oct 08, 2026
Avant Financial Advisors LLC History No change 9,363 515 0.32% 0.32% 526 0 0.0% Q2 2026 Jul 09, 2026
CIBC Bancorp USA Inc. History No change 9,299 511 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 9,274 510 0.04% 0.04% 528 0 0.0% Q2 2026 Jul 28, 2026
Mullaney, Keating & Wright, Inc. History No change 9,210 506 0.24% 0.24% 529 0 0.0% Q2 2026 Jul 14, 2026
Orion Capital Management LLC History No change 9,189 505 0.16% 0.16% 530 0 0.0% Q2 2026 Aug 17, 2026
Avestar Capital, LLC History No change 9,163 504 0.03% 0.03% 531 0 0.0% Q2 2026 Jul 29, 2026
Summit Asset Management, LLC History No change 9,136 502 0.06% 0.06% 532 0 0.0% Q2 2026 Aug 06, 2026
Destiny Wealth Partners, LLC History No change 9,043 502 0.07% 0.07% 533 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 9,070 499 0.08% 0.08% 534 0 0.0% Q2 2026 Jul 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 9,072 499 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 20, 2026
Sovereign Financial Group, Inc. History No change 9,036 497 0.08% 0.08% 536 0 0.0% Q2 2026 Jul 24, 2026
Live Oak Private Wealth LLC History No change 8,962 493 0.06% 0.06% 537 0 0.0% Q2 2026 Jul 20, 2026
Third View Private Wealth, LLC History No change 8,864 487 0.06% 0.06% 538 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 8,838 486 0.02% 0.02% 539 0 0.0% Q2 2026 Jul 28, 2026
Goldstein Advisors, LLC History No change 8,819 485 0.04% 0.04% 540 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 8,783 483 0.0% 0.0% 541 0 0.0% Q2 2026 Sep 23, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,762 482 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 8,773 482 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 8,666 476 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 15, 2026
Advisors Capital Management, LLC History No change 8,610 473 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 11, 2026
RB Capital Management, LLC History No change 8,599 473 0.09% 0.09% 546 0 0.0% Q2 2026 Aug 17, 2026
AlTi Global, Inc. History No change 8,530 469 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 05, 2026
COZAD ASSET MANAGEMENT INC History No change 8,513 468 0.03% 0.03% 548 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 8,510 468 0.24% 0.24% 549 0 0.0% Q2 2026 Aug 14, 2026
Aspirean Wealth, LLC History No change 8,496 467 0.43% 0.43% 550 0 0.0% Q2 2026 Aug 06, 2026
Newton One Investments LLC History No change 8,476 466 0.12% 0.12% 551 0 0.0% Q2 2026 Jul 22, 2026
Warburton Capital Management, LLC History No change 8,427 463 0.19% 0.19% 552 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History No change 8,340 458 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 8,327 458 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Added to 8,294 456 0.01% 0.01% 555 +13 0.16% Q3 2026 Oct 07, 2026
Physician Wealth Solutions Inc. History No change 8,307 456 0.17% 0.17% 556 0 0.0% Q2 2026 Jul 13, 2026
E-Wealth Partners, LLC History No change 8,295 456 0.33% 0.33% 557 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO History No change 8,232 453 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 27, 2026
Montz Harcus Wealth Management LLC History Added to 8,135 447 0.16% 0.16% 559 +30 0.37% Q3 2026 Oct 09, 2026
Rockwood Wealth Management, LLC History No change 8,015 440 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 13, 2026
Facet Wealth, Inc. History No change 7,944 436 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 7,919 435 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 31, 2026
OPTIMA CAPITAL LLC History No change 7,912 435 0.17% 0.17% 563 0 0.0% Q2 2026 Jul 24, 2026
Ridgewood Investments LLC History Added to 7,855 432 0.16% 0.16% 564 +8 0.1% Q3 2026 Oct 05, 2026
Bull Oak Capital, LLC History No change 7,864 432 0.14% 0.14% 565 0 0.0% Q2 2026 Aug 10, 2026
PRAIRIE ADVISORY, LLC History No change 7,739 425 0.1% 0.1% 566 0 0.0% Q2 2026 Jul 20, 2026
Integrity Wealth Solutions LLC History No change 7,726 424 0.16% 0.16% 567 0 0.0% Q2 2026 Jul 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 7,701 423 0.03% 0.03% 568 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,689 422 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 28, 2026
Leeward Financial Partners, LLC History No change 7,670 421 0.11% 0.11% 570 0 0.0% Q2 2026 Aug 06, 2026
Pasadena Private Wealth, LLC History No change 7,653 421 0.05% 0.05% 571 0 0.0% Q2 2026 Aug 10, 2026
Roundview Capital LLC History No change 7,626 419 0.02% 0.02% 572 0 0.0% Q2 2026 Jul 30, 2026
Five Oceans Advisors History No change 7,599 418 0.13% 0.13% 573 0 0.0% Q2 2026 Jul 15, 2026
Aviance Capital Partners, LLC History No change 7,562 415 0.04% 0.04% 574 0 0.0% Q2 2026 Jul 30, 2026
GOLDMAN SACHS GROUP INC History No change 7,537 414 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 7,491 412 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 28, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 7,480 411 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 7,141 409 0.13% 0.13% 578 0 0.0% Q2 2026 Aug 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 7,391 407 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 09, 2026
SEI INVESTMENTS CO History No change 7,394 406 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 14, 2026
Donalies Financial Planning, LLC History No change 7,387 406 0.3% 0.3% 581 0 0.0% Q2 2026 Aug 06, 2026
Smith Salley Wealth Management History No change 7,344 404 0.02% 0.02% 582 0 0.0% Q2 2026 Jul 23, 2026
Integrity Investment Advisors, LLC History No change 7,335 403 0.18% 0.18% 583 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 7,306 401 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 30, 2026
M1 Capital Management LLC History No change 7,193 395 0.15% 0.15% 585 0 0.0% Q2 2026 Aug 11, 2026
Freedom Investment Management, Inc. History No change 7,148 393 0.11% 0.11% 586 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 7,086 389 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 10, 2026
Inspire Advisors, LLC History No change 7,068 388 0.03% 0.03% 588 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 7,065 388 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 6,987 384 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 04, 2026
Marble Harbor Investment Counsel, LLC History No change 6,983 384 0.04% 0.04% 591 0 0.0% Q2 2026 Aug 07, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 6,978 383 0.05% 0.05% 592 0 0.0% Q2 2026 Jul 20, 2026
Ponta Wealth Partners, LLC History No change 6,949 382 0.2% 0.2% 593 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 6,937 381 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,809 374 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 6,809 374 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 14, 2026
First Western Trust Bank History No change 6,764 372 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 29, 2026
Caldwell Trust Co History No change 6,770 372 0.03% 0.03% 598 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 6,760 371 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,714 369 0.12% 0.12% 600 0 0.0% Q2 2026 Jul 17, 2026
Ferguson Johnson Wealth Management Inc History No change 6,695 368 0.27% 0.27% 601 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON TRUST BANK History No change 6,686 367 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,680 367 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 11, 2026
Waterfront Wealth Inc. History No change 6,682 367 0.06% 0.06% 604 0 0.0% Q2 2026 Jul 30, 2026
Grey Ledge Advisors, LLC History No change 6,646 365 0.07% 0.07% 605 0 0.0% Q2 2026 Jul 27, 2026
High Probability Advisors, LLC History No change 6,646 365 0.04% 0.04% 606 0 0.0% Q2 2026 Jul 13, 2026
Daytona Street Capital LLC History No change 6,644 365 0.27% 0.27% 607 0 0.0% Q2 2026 Aug 03, 2026
GRANDFIELD & DODD, LLC History No change 6,583 362 0.02% 0.02% 608 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 6,592 362 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,565 361 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 15, 2026
Grove Street Fiduciary, LLC History No change 6,544 359 0.15% 0.15% 611 0 0.0% Q2 2026 Jul 23, 2026
TrustWell Financial Advisors, LLC History No change 6,445 354 0.3% 0.3% 612 0 0.0% Q2 2026 Jul 22, 2026
AlphaCore Capital LLC History No change 6,419 353 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 06, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 6,433 353 0.54% 0.54% 614 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 6,366 350 0.09% 0.09% 615 0 0.0% Q2 2026 Aug 05, 2026
RKL Wealth Management LLC History No change 6,288 345 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 10, 2026
Orgel Wealth Management, LLC History No change 6,283 345 0.01% 0.01% 617 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Group, LLC/CA History No change 6,218 342 0.05% 0.05% 618 0 0.0% Q2 2026 Aug 13, 2026
Essential Planning, LLC. History No change 6,195 340 0.1% 0.1% 619 0 0.0% Q2 2026 Aug 03, 2026
StoneX Group Inc. History No change 6,293 339 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 12, 2026
Aurdan Capital Management, LLC History No change 6,178 339 0.09% 0.09% 621 0 0.0% Q2 2026 Jul 15, 2026
Cyndeo Wealth Partners, LLC History No change 6,141 337 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 21, 2026
Tufton Capital Management History No change 6,115 336 0.06% 0.06% 623 0 0.0% Q2 2026 Jul 27, 2026
SevenBridge Financial Group, LLC History No change 5,856 333 0.05% 0.05% 624 0 0.0% Q2 2026 Aug 12, 2026
Purkiss Capital Advisors LLC History No change 6,065 333 0.13% 0.13% 625 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 6,033 331 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 12, 2026
Old Peak Finance LLC History No change 6,034 331 0.16% 0.16% 627 0 0.0% Q2 2026 Aug 03, 2026
Stonebridge Financial Group, LLC History No change 5,954 327 0.02% 0.02% 628 0 0.0% Q3 2026 Oct 01, 2026
COFG Advisors, LLC History No change 5,951 327 0.06% 0.06% 629 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,931 326 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 10, 2026
Rise Advisors, LLC History No change 5,891 324 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 10, 2026
BOS Asset Management, LLC History No change 5,881 323 0.08% 0.07% 632 0 0.0% Q3 2026 Oct 09, 2026
BDFS Capital LLC History No change 5,872 323 0.14% 0.14% 633 0 0.0% Q2 2026 Jul 15, 2026
First Bancorp, Inc /ME/ History No change 5,844 321 0.13% 0.13% 634 0 0.0% Q2 2026 Aug 11, 2026
Vantage Point Financial LLC History No change 5,804 319 0.1% 0.1% 635 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 5,764 317 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 5,719 314 0.02% 0.02% 637 0 0.0% Q2 2026 Aug 17, 2026
NTV ASSET MANAGEMENT LLC History No change 5,708 313 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 5,707 313 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 12, 2026
Well Done, LLC History No change 5,684 312 0.04% 0.04% 640 0 0.0% Q2 2026 Jul 24, 2026
Lantz Financial LLC History No change 5,656 311 0.06% 0.06% 641 0 0.0% Q2 2026 Jul 09, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,537 304 0.06% 0.06% 642 0 0.0% Q2 2026 Jul 23, 2026
Everhart Financial Group, Inc. History No change 5,515 303 0.02% 0.02% 643 0 0.0% Q3 2026 Oct 08, 2026
Sterling Wealth Advisors Inc History No change 5,505 302 0.16% 0.16% 644 0 0.0% Q2 2026 Jul 23, 2026
Disciplined Investors, L.L.C. History No change 5,464 300 0.15% 0.15% 645 0 0.0% Q2 2026 Aug 11, 2026
NORDEN GROUP LLC History No change 5,431 298 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 29, 2026
Silver Coast Investments LLC History No change 5,383 296 0.09% 0.09% 647 0 0.0% Q2 2026 Jul 24, 2026
KELLY FINANCIAL GROUP LLC History No change 5,379 295 0.07% 0.07% 648 0 0.0% Q2 2026 Jul 14, 2026
Vawter Financial, Ltd. History No change 5,350 294 0.11% 0.11% 649 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE MANAGEMENT GROUP INC History No change 5,325 292 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 31, 2026
Bell Bank History No change 5,306 291 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 15, 2026
Black Swift Group, LLC History No change 5,246 288 0.04% 0.04% 652 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 5,234 287 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 5,057 286 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 06, 2026
Gordian Advisors LLC History No change 5,194 285 0.17% 0.17% 655 0 0.0% Q2 2026 Aug 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,031 276 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 21, 2026
GAMMA Investing LLC History No change 5,025 276 0.01% 0.01% 657 0 0.0% Q3 2026 Oct 08, 2026
Wealth Advisors of Iowa, LLC History No change 4,986 274 0.07% 0.07% 658 0 0.0% Q2 2026 Jul 30, 2026
One Degree Advisors Inc History No change 5,009 274 0.06% 0.06% 659 0 0.0% Q2 2026 Jul 31, 2026
HighPoint Advisor Group LLC History No change 4,961 272 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 4,928 271 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 4,944 271 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 17, 2026
Murphy Pohlad Asset Management LLC History No change 4,920 270 0.09% 0.09% 663 0 0.0% Q2 2026 Jul 21, 2026
NWAM LLC History No change 4,915 270 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 23, 2026
Bellwether Advisors, LLC History No change 4,865 267 0.04% 0.04% 665 0 0.0% Q2 2026 Aug 13, 2026
Financial Insights, Inc. History No change 4,852 266 0.07% 0.07% 666 0 0.0% Q2 2026 Aug 25, 2026
Western Wealth Management, LLC History No change 4,791 263 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 4,764 262 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 30, 2026
MOTCO History No change 4,759 261 0.02% 0.02% 669 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,730 260 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 4,731 260 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 4,682 257 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 4,662 256 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 10, 2026
Wallace Capital Management Inc. History No change 4,567 251 0.03% 0.03% 674 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 4,545 250 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 12, 2026
Guidance Point Advisors, LLC History No change 4,553 250 0.05% 0.05% 676 0 0.0% Q2 2026 Jul 31, 2026
BankChampaign, National Association History No change 4,549 250 0.19% 0.19% 677 0 0.0% Q2 2026 Jul 23, 2026
Intrua Financial, LLC History No change 4,537 249 0.02% 0.02% 678 0 0.0% Q2 2026 Jul 24, 2026
Concorde Asset Management, LLC History No change 4,511 248 0.14% 0.14% 679 0 0.0% Q2 2026 Aug 18, 2026
Lauer Wealth, LLC History No change 4,500 248 0.15% 0.15% 680 0 0.0% Q2 2026 Jul 15, 2026
Heritage Wealth Management, Inc. /CA/ History No change 4,459 245 0.09% 0.09% 681 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 4,441 244 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Reduced 4,390 241 0.01% 0.01% 684 -2,173 -33.11% Q3 2026 Oct 02, 2026
MJP ASSOCIATES INC /ADV History No change 4,396 241 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 4,396 241 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 05, 2026
Sherman Wealth Management LLC History No change 4,374 240 0.18% 0.18% 686 0 0.0% Q2 2026 Jul 09, 2026
Perennial Investment Advisors, LLC History No change 4,351 239 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 14, 2026
THREADGILL FINANCIAL, LLC History No change 4,362 239 0.1% 0.1% 688 0 0.0% Q2 2026 Jul 08, 2026
Corundum Group, Inc. History No change 4,331 238 0.07% 0.07% 689 0 0.0% Q2 2026 Aug 07, 2026
HWG Holdings LP History No change 4,323 237 0.05% 0.05% 690 0 0.0% Q3 2026 Oct 07, 2026
ANDERSON HOAGLAND & CO History No change 4,303 236 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 06, 2026
CGN Advisors LLC History No change 4,293 236 0.02% 0.02% 692 0 0.0% Q2 2026 Jul 06, 2026
Morton Capital Management LLC/CA History No change 4,275 235 0.03% 0.03% 693 0 0.0% Q2 2026 Jul 23, 2026
Trademark Financial Management, LLC History No change 4,280 235 0.1% 0.1% 694 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 4,254 234 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisors of Tampa Bay, LLC History No change 4,256 234 0.07% 0.07% 696 0 0.0% Q2 2026 Aug 14, 2026
OLIO Financial Planning History No change 4,253 233 0.06% 0.06% 697 0 0.0% Q2 2026 Jul 17, 2026
Marble Wealth, LLC History No change 4,243 233 0.04% 0.04% 698 0 0.0% Q2 2026 Aug 07, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 4,222 232 0.03% 0.03% 699 0 0.0% Q3 2026 Oct 08, 2026
Affinity Capital Advisors, LLC History No change 4,211 231 0.03% 0.03% 700 0 0.0% Q2 2026 Jul 08, 2026
Haverford Trust Co History No change 4,171 229 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 12, 2026
Cherry Creek Investment Advisors, Inc. History No change 4,110 226 0.09% 0.09% 702 0 0.0% Q2 2026 Jul 30, 2026
Gryphon Financial Partners LLC History No change 4,083 224 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE CAPITAL LLC History No change 4,059 223 0.13% 0.13% 704 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 4,052 222 0.05% 0.05% 705 0 0.0% Q3 2026 Oct 06, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 4,046 222 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 04, 2026
Rinkey Investments History No change 4,031 221 0.05% 0.05% 707 0 0.0% Q2 2026 Jul 20, 2026
Wealth Dimensions Group, Ltd. History No change 4,015 220 0.04% 0.04% 708 0 0.0% Q2 2026 Jul 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,993 219 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 13, 2026
Broadhurst Jeffrey B History No change 3,929 216 0.46% 0.46% 710 0 0.0% Q2 2026 Aug 12, 2026
Cladis Investment Advisory, LLC History No change 3,900 214 0.1% 0.1% 711 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 3,865 213 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 28, 2026
Centric Wealth Management History No change 4,093 210 0.03% 0.03% 713 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 3,810 209 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,804 209 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 28, 2026
Gateway Wealth Partners, LLC History No change 3,785 208 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 04, 2026
HOWE & RUSLING INC History No change 3,754 206 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 10, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,256 206 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 14, 2026
RFG HOLDINGS, INC. History No change 3,762 206 0.04% 0.04% 719 0 0.0% Q2 2026 Jul 29, 2026
SC&H Financial Advisors, Inc. History No change 3,729 205 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 3,710 204 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Planning, Inc. History No change 3,710 204 0.05% 0.05% 722 0 0.0% Q3 2026 Oct 08, 2026
DHJJ Financial Advisors, Ltd. History No change 3,711 204 0.06% 0.06% 723 0 0.0% Q2 2026 Jul 24, 2026
McAdam, LLC History No change 3,694 203 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 04, 2026
SITTNER & NELSON, LLC History No change 3,698 203 0.06% 0.06% 725 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 3,675 202 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 21, 2026
JPL Wealth Management, LLC History No change 3,662 201 0.04% 0.04% 727 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 3,601 198 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 3,547 195 0.06% 0.06% 729 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 3,317 182 0.04% 0.04% 730 0 0.0% Q2 2026 Jul 10, 2026
NI ACQUISITIONS COMPANY, LLC History No change 3,159 173 0.07% 0.07% 731 0 0.0% Q2 2026 Aug 05, 2026
Keating Financial Advisory Services, Inc. History No change 3,129 172 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 11, 2026
Centennial Bank/AR/ History No change 3,035 166 0.05% 0.05% 733 0 0.0% Q2 2026 Aug 10, 2026
Pacific Center for Financial Services History No change 3,001 165 0.04% 0.04% 734 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 2,819 155 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 30, 2026
Ares Financial Consulting, LLC History No change 2,723 149 0.11% 0.11% 736 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 2,662 146 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 2,535 139 0.02% 0.02% 738 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 2,497 137 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 01, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,429 133 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 2,420 133 0.05% 0.05% 741 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 2,400 132 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 03, 2026
Aspect Partners, LLC History No change 2,244 123 0.05% 0.05% 743 0 0.0% Q2 2026 Jul 16, 2026
CNB Bank History No change 2,176 119 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 06, 2026
Trifecta Capital Advisors, LLC History No change 2,127 117 0.02% 0.02% 745 0 0.0% Q2 2026 Aug 03, 2026
Kings Path Partners LLC History No change 2,013 110 0.03% 0.03% 746 0 0.0% Q2 2026 Jul 14, 2026
JDM Financial Group LLC History No change 1,898 104 0.04% 0.04% 747 0 0.0% Q2 2026 Aug 17, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,867 102 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 30, 2026
Atlatl Advisers LLC History No change 1,638 90 0.02% 0.02% 749 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 1,542 84 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 1,496 82 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 03, 2026
LifeSteps Financial, Inc. History No change 1,467 80 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 17, 2026
Coston, McIsaac & Partners History No change 1,459 80 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 12, 2026
Glassman Wealth Services History No change 1,422 78 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,403 77 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,376 75 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 1,344 74 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 12, 2026
Cassaday & Co Wealth Management LLC History No change 1,352 74 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 10, 2026
Retirement Wealth Solutions LLC History No change 1,343 73 0.04% 0.04% 759 0 0.0% Q3 2026 Oct 07, 2026
Lodestone Wealth Management LLC History No change 1,315 72 0.03% 0.03% 760 0 0.0% Q2 2026 Jul 23, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,275 70 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 1,231 67 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 1,212 66 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,196 65 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 1,061 58 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 1,024 56 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 09, 2026
VSM Wealth Advisory, LLC History No change 1,000 55 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 980 54 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 965 53 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History No change 954 52 0.01% 0.01% 770 0 0.0% Q3 2026 Oct 07, 2026
SYM FINANCIAL Corp History No change 894 49 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 04, 2026
TIAA Wealth Investment Management LLC History No change 891 49 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 794 43 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 719 39 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 693 38 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 20, 2026
Turtle Creek Wealth Advisors, LLC History No change 673 37 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 27, 2026
Gleason Group, Inc. History No change 629 34 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 13, 2026
Paladin Advisory Group, LLC History No change 621 34 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 28, 2026
TOP Private Wealth LLC. History No change 539 29 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 498 27 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 15, 2026
ALERUS FINANCIAL NA History No change 485 26 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 456 25 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 06, 2026
STEPH & CO History No change 446 24 0.01% 0.01% 783 0 0.0% Q3 2026 Oct 07, 2026
Smallwood Wealth Investment Management, LLC History No change 448 24 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 23, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 403 22 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 367 20 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 374 20 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 366 20 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 13, 2026
Financial Gravity Companies, Inc. History No change 350 19 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 343 18 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 286 15 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 221 12 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 211 11 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 27, 2026
GILL CAPITAL PARTNERS, LLC History No change 195 10 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 20, 2026
Montgomery Financial Services LLC History No change 196 10 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 12, 2026
Cranbrook Wealth Management, LLC History No change 179 9 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 165 9 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 27, 2026
Strive Financial Group ,LLC History No change 155 8 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 14, 2026
ABOUND FINANCIAL, LLC History No change 110 6 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 80 4 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 53 2 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 23, 2026
MANNING & NAPIER ADVISORS LLC History No change 23 1 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 36 1 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 03, 2026