SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - DIA

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,659,391 5,045,969 0.39% 0.39% 1 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 8,200,108 4,283,654 0.36% 0.36% 2 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 6,606,408 3,451,121 0.39% 0.39% 3 0 0.0% Q2 2026 Sep 02, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 341,615 1,755,037 0.61% 0.61% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 3,331,265 1,740,220 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,335,363 1,219,970 0.44% 0.44% 6 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,098,332 1,096,147 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,667,799 871,241 0.2% 0.2% 8 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,206,147 630,079 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 1,202,720 628,288 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 991,291 517,840 0.07% 0.07% 11 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 908,896 474,797 0.16% 0.16% 12 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 902,694 471,558 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 870,693 454,841 0.25% 0.25% 14 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 849,528 443,783 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 703,406 366,953 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 698,432 364,853 0.34% 0.34% 17 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 570,448 298,004 0.31% 0.31% 18 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 562,200 293,687 0.32% 0.32% 19 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 520,429 271,866 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 503,027 262,776 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 474,116 247,700 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 391,575 204,554 0.86% 0.86% 23 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 333,870 174,410 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 03, 2026
TCM Advisors, LLC History No change 310,511 162,207 12.45% 12.45% 25 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 292,057 151,220 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 273,565 143,609 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 272,681 141,577 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 251,808 131,684 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 236,510 123,550 0.03% 0.03% 30 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 233,289 121,868 0.28% 0.28% 31 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 225,299 117,694 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 214,385 111,992 0.14% 0.14% 33 0 0.0% Q2 2026 Jul 29, 2026
BANK OF NOVA SCOTIA History No change 213,659 111,603 0.17% 0.17% 34 0 0.0% Q2 2026 Aug 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 213,367 111,460 14.52% 14.52% 35 0 0.0% Q2 2026 Jul 20, 2026
Berkshire Money Management, Inc. History No change 204,256 106,701 9.75% 9.75% 36 0 0.0% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History No change 166,080 86,758 0.4% 0.4% 37 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 164,452 85,921 0.07% 0.07% 38 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 162,003 84,628 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 07, 2026
Virtu Financial LLC History No change 157,622 82,340 2.59% 2.59% 40 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 144,531 75,501 0.09% 0.09% 41 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 136,706 71,414 0.11% 0.11% 42 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 134,700 70,365 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 14, 2026
THOR TRADING ADVISORS, LLC History No change 134,499 70,260 22.05% 22.05% 44 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 133,732 69,860 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 126,311 65,983 0.13% 0.13% 46 0 0.0% Q2 2026 Aug 14, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 119,700 62,530 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 116,199 60,701 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 114,022 59,564 0.6% 0.6% 49 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS History No change 113,043 59,052 0.24% 0.24% 50 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 112,629 58,836 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 13, 2026
TCP Asset Management, LLC History No change 111,749 58,376 6.62% 6.62% 52 0 0.0% Q2 2026 Jul 15, 2026
Heck Capital Advisors, LLC History No change 109,655 57,360 3.43% 3.43% 53 0 0.0% Q2 2026 Jul 10, 2026
FMR LLC History No change 108,031 56,434 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
CM WEALTH ADVISORS LLC History No change 106,644 55,710 10.05% 10.05% 55 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 102,905 53,756 0.6% 0.6% 56 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA INVESTMENTS, LP History No change 102,705 53,652 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 97,396 50,879 0.08% 0.08% 58 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 95,892 50,093 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 93,356 48,768 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 91,438 47,766 0.22% 0.22% 61 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 88,316 46,135 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 86,213 45,036 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 85,305 44,562 0.13% 0.13% 64 0 0.0% Q2 2026 Aug 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 84,570 44,178 4.12% 4.12% 65 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 81,231 42,434 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 80,077 41,831 1.72% 1.72% 67 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 69,336 36,220 0.18% 0.18% 68 0 0.0% Q2 2026 Aug 13, 2026
Kirkwood Financial Services History No change 65,577 34,272 9.8% 9.8% 69 0 0.0% Q2 2026 Aug 25, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 66,268 33,959 0.06% 0.06% 70 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 64,857 33,880 1.06% 1.06% 71 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 64,652 33,774 0.07% 0.07% 72 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 64,109 33,489 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 62,700 32,753 0.14% 0.14% 74 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 61,574 32,165 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Shulman DeMeo Asset Management LLC History No change 59,768 31,222 5.84% 5.84% 76 0 0.0% Q2 2026 Jul 08, 2026
CHARTIST INC /CA/ History No change 59,471 31,067 19.39% 19.39% 77 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 58,707 30,667 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 06, 2026
Select Asset Management & Trust History No change 58,298 30,454 8.77% 8.77% 79 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT SECURITIES GROUP LLC History No change 56,879 29,713 2.84% 2.84% 80 0 0.0% Q2 2026 Aug 03, 2026
SteelPeak Wealth, LLC History No change 55,598 29,097 0.75% 0.75% 81 0 0.0% Q2 2026 Jul 13, 2026
GenWealth Group, Inc. History No change 53,785 28,096 4.38% 4.38% 82 0 0.0% Q2 2026 Jul 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 53,725 28,065 0.19% 0.19% 83 0 0.0% Q2 2026 Jul 20, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 52,051 27,190 9.85% 9.85% 84 0 0.0% Q2 2026 Jul 23, 2026
Walleye Trading LLC History No change 51,800 27,059 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 03, 2026
Johnson Bixby & Associates, LLC History No change 51,356 26,828 2.99% 2.99% 86 0 0.0% Q2 2026 Jul 16, 2026
Equitable Holdings, Inc. History No change 49,260 25,732 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 17, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 48,431 25,367 1.04% 1.04% 88 0 0.0% Q2 2026 Aug 05, 2026
Conservest Capital Advisors, Inc. History No change 48,553 25,363 2.02% 2.02% 89 0 0.0% Q2 2026 Jul 22, 2026
J.W. COLE ADVISORS, INC. History No change 48,257 25,208 0.43% 0.43% 90 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 47,863 25,003 0.16% 0.16% 91 0 0.0% Q2 2026 Sep 08, 2026
MML INVESTORS SERVICES, LLC History No change 45,376 23,704 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 07, 2026
Clarity Wealth Advisors, LLC History No change 45,279 23,653 4.17% 4.17% 93 0 0.0% Q2 2026 Jul 24, 2026
AMG National Trust Bank History No change 45,214 23,619 0.48% 0.48% 94 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 44,815 23,473 0.26% 0.26% 95 0 0.0% Q2 2026 Aug 12, 2026
Better Way Financial, LLC History No change 44,732 23,367 19.77% 19.77% 96 0 0.0% Q2 2026 Jul 22, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 43,000 22,462 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 42,544 22,224 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 42,249 22,070 0.24% 0.24% 99 0 0.0% Q2 2026 Aug 03, 2026
LM Advisors LLC History No change 42,166 22,047 2.54% 2.54% 100 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 40,719 21,271 0.07% 0.07% 101 0 0.0% Q2 2026 Jul 28, 2026
BLAIR WILLIAM & CO/IL History No change 40,400 21,104 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 11, 2026
Twin Tree Management, LP History No change 39,853 20,818 0.39% 0.39% 103 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 39,524 20,646 0.09% 0.09% 104 0 0.0% Q2 2026 Aug 11, 2026
StoryOne LLC History No change 39,490 20,629 9.75% 9.75% 105 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 38,751 20,243 0.17% 0.17% 106 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 38,047 19,896 0.29% 0.29% 107 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Wealth Management, LLC History No change 38,053 19,878 0.85% 0.85% 108 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 37,300 19,638 0.08% 0.08% 109 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 37,426 19,551 0.93% 0.93% 110 0 0.0% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History No change 37,309 19,489 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 36,759 19,202 0.69% 0.69% 112 0 0.0% Q2 2026 Jul 27, 2026
Financial Concepts Unlimited, Inc. History No change 36,569 19,103 14.98% 14.98% 113 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 36,204 18,911 0.05% 0.05% 114 0 0.0% Q2 2026 Jul 27, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 36,193 18,907 2.58% 2.58% 115 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 36,343 18,478 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 19, 2026
COMMERCE BANK History No change 34,909 18,236 0.08% 0.08% 117 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 34,500 18,016 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 34,315 17,925 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 13, 2026
Latko Wealth Management, Ltd. History No change 34,130 17,828 7.57% 7.57% 120 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 34,091 17,808 0.36% 0.36% 121 0 0.0% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History No change 32,857 17,164 4.15% 4.15% 122 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 32,444 16,948 0.11% 0.11% 123 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 31,709 16,564 0.58% 0.58% 124 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History No change 31,699 16,559 0.03% 0.03% 125 0 0.0% Q2 2026 Jul 31, 2026
All Terrain Financial Advisors, LLC History No change 31,539 16,475 2.68% 2.68% 126 0 0.0% Q2 2026 Aug 11, 2026
MKT Advisors LLC History No change 30,396 16,062 4.99% 4.99% 127 0 0.0% Q2 2026 Jul 09, 2026
J HAGAN CAPITAL, INC. History No change 30,716 16,045 7.43% 7.43% 128 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 30,593 15,981 0.18% 0.18% 129 0 0.0% Q2 2026 Jul 28, 2026
WEDBUSH SECURITIES INC History No change 30,115 15,732 0.41% 0.41% 130 0 0.0% Q2 2026 Jul 28, 2026
Beacon Capital Management, LLC History No change 30,086 15,716 2.3% 2.3% 131 0 0.0% Q2 2026 Jul 29, 2026
Capital Management Associates, Inc History No change 29,261 15,285 3.07% 3.07% 132 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 28,646 14,964 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 05, 2026
Steelhead Wealth Management LLC History No change 27,682 14,460 5.82% 5.82% 134 0 0.0% Q2 2026 Aug 13, 2026
Jacksonville Wealth Management, LLC History No change 27,441 14,334 8.11% 8.11% 135 0 0.0% Q2 2026 Aug 04, 2026
L & S Advisors Inc History No change 27,396 14,311 1.48% 1.48% 136 0 0.0% Q2 2026 Aug 12, 2026
Pettinga Financial Advisors LLC History No change 26,745 13,971 2.24% 2.24% 137 0 0.0% Q2 2026 Jul 09, 2026
Encompass More Asset Management History No change 26,613 13,902 2.02% 2.02% 138 0 0.0% Q2 2026 Jul 14, 2026
Federation des caisses Desjardins du Quebec History No change 26,583 13,886 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Holdings, LLC History No change 26,046 13,606 4.19% 4.19% 140 0 0.0% Q2 2026 Aug 12, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 25,945 13,553 3.33% 3.33% 141 0 0.0% Q2 2026 Jul 30, 2026
Amplius Wealth Advisors, LLC History No change 25,941 13,551 0.99% 0.99% 142 0 0.0% Q2 2026 Jul 17, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 25,600 13,373 0.2% 0.2% 143 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 24,678 13,041 0.24% 0.24% 144 0 0.0% Q2 2026 Jul 27, 2026
Sound View Wealth Advisors Group, LLC History No change 24,956 13,036 0.81% 0.81% 145 0 0.0% Q2 2026 Aug 11, 2026
Benin Management CORP History No change 24,897 13,005 2.63% 2.63% 146 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 24,583 12,841 0.14% 0.14% 147 0 0.0% Q2 2026 Aug 03, 2026
FOCUS Wealth Advisors, LLC History No change 24,377 12,734 5.9% 5.9% 148 0 0.0% Q2 2026 Jul 07, 2026
BlackRock, Inc. History No change 24,105 12,592 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 24,032 12,579 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 23,887 12,478 0.09% 0.09% 151 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 23,619 12,338 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 23,378 12,212 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 23,341 12,193 0.12% 0.12% 154 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 22,924 11,975 0.77% 0.77% 155 0 0.0% Q2 2026 Jul 08, 2026
Bridgewater Advisors Inc. History No change 22,340 11,867 0.65% 0.65% 156 0 0.0% Q2 2026 Aug 05, 2026
Edgestream Partners, L.P. History No change 22,068 11,528 0.34% 0.34% 157 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 21,499 11,230 7.41% 7.41% 158 0 0.0% Q2 2026 Jul 21, 2026
Kozak & Associates, Inc. History No change 21,352 11,154 1.94% 1.94% 159 0 0.0% Q2 2026 Jul 02, 2026
Modern Wealth Management, LLC History No change 20,828 10,880 0.13% 0.13% 160 0 0.0% Q2 2026 Aug 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 20,624 10,774 0.55% 0.55% 161 0 0.0% Q2 2026 Sep 11, 2026
Composition Wealth, LLC History No change 20,624 10,773 0.13% 0.13% 162 0 0.0% Q2 2026 Jul 22, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 20,330 10,622 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 20,319 10,614 1.32% 1.32% 164 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 20,242 10,574 0.43% 0.43% 165 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 20,082 10,490 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 18, 2026
Advisory Services Network, LLC History No change 19,685 10,283 0.12% 0.12% 167 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 19,036 9,945 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 18,844 9,844 0.36% 0.36% 169 0 0.0% Q2 2026 Jul 17, 2026
Tudor Financial Inc. History No change 18,846 9,844 4.42% 4.42% 170 0 0.0% Q2 2026 Aug 10, 2026
J. Goldman & Co LP History No change 18,842 9,842 0.25% 0.25% 171 0 0.0% Q2 2026 Aug 14, 2026
Nokomis Capital, L.L.C. History No change 18,779 9,809 3.38% 3.38% 172 0 0.0% Q2 2026 Aug 21, 2026
CreativeOne Wealth, LLC History No change 18,394 9,608 0.21% 0.21% 173 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 18,314 9,567 0.07% 0.07% 174 0 0.0% Q2 2026 Jul 17, 2026
Neuberger Berman Group LLC History No change 17,908 9,354 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 17,874 9,337 0.22% 0.22% 176 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 17,804 9,300 0.29% 0.29% 177 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 17,782 9,289 0.18% 0.18% 178 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 17,665 9,227 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 17,637 9,213 4.54% 4.54% 180 0 0.0% Q2 2026 Jul 22, 2026
CVFG LLC History No change 17,607 9,197 0.97% 0.97% 181 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 17,577 9,182 0.24% 0.24% 182 0 0.0% Q2 2026 Jul 07, 2026
NATIXIS ADVISORS, LLC History No change 17,479 9,130 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 17,401 9,089 0.07% 0.07% 184 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 16,989 9,005 0.09% 0.09% 185 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 17,215 8,992 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 27, 2026
1 NORTH WEALTH SERVICES LLC History No change 16,969 8,864 2.9% 2.9% 187 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 16,949 8,853 0.12% 0.12% 188 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 16,726 8,737 0.35% 0.35% 189 0 0.0% Q2 2026 Jul 27, 2026
Reyes Financial Architecture, Inc. History No change 16,642 8,693 4.87% 4.87% 190 0 0.0% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History No change 16,603 8,673 0.05% 0.05% 191 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 16,516 8,627 0.55% 0.55% 192 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 16,483 8,611 0.41% 0.41% 193 0 0.0% Q2 2026 Jul 28, 2026
Oak Harvest Investment Services History No change 16,415 8,574 0.8% 0.8% 194 0 0.0% Q2 2026 Jul 24, 2026
SIMPLEX TRADING, LLC History No change 16,391 8,562 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History No change 16,294 8,511 0.83% 0.83% 196 0 0.0% Q2 2026 Aug 05, 2026
Sowell Financial Services LLC History No change 16,278 8,503 0.28% 0.28% 197 0 0.0% Q2 2026 Jul 17, 2026
Echo45 Advisors LLC History Added to 16,507 8,394 3.83% 4.4% 198 +181 1.11% Q3 2026 Oct 07, 2026
Merit Financial Group, LLC History No change 16,002 8,359 0.05% 0.05% 199 0 0.0% Q2 2026 Jul 20, 2026
King Wealth Management Group History No change 15,804 8,256 0.9% 0.9% 200 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 15,777 8,241 0.15% 0.15% 201 0 0.0% Q2 2026 Jul 15, 2026
GTS SECURITIES LLC History No change 15,622 8,161 0.17% 0.17% 202 0 0.0% Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History No change 15,435 8,063 5.3% 5.3% 203 0 0.0% Q2 2026 Jul 31, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 15,426 8,058 5.56% 5.56% 204 0 0.0% Q2 2026 Jul 10, 2026
KINTRA WEALTH, LLC History No change 14,865 7,996 0.42% 0.42% 205 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 15,261 7,972 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 15,131 7,904 1.13% 1.13% 207 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 15,951 7,873 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 14,724 7,691 0.08% 0.08% 209 0 0.0% Q2 2026 Aug 04, 2026
SYKON CAPITAL LLC History No change 14,563 7,607 2.34% 2.34% 210 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 14,554 7,602 0.14% 0.14% 211 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 14,547 7,599 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 11, 2026
Iowa State Bank History No change 14,840 7,546 1.28% 1.3% 213 0 0.0% Q3 2026 Oct 06, 2026
Arkadios Wealth Advisors History No change 14,394 7,519 0.11% 0.11% 214 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 14,139 7,386 0.09% 0.09% 215 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 14,107 7,369 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 13,968 7,296 0.27% 0.27% 217 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 13,849 7,234 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Bank Trust Department History No change 13,758 7,187 0.89% 0.89% 219 0 0.0% Q2 2026 Jul 07, 2026
Capital Wealth Planning, LLC History No change 13,759 7,187 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 13,694 7,153 0.56% 0.56% 221 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 13,140 6,870 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 12,863 6,719 0.38% 0.38% 223 0 0.0% Q2 2026 Jul 27, 2026
Worth Asset Management, LLC History New 13,189 6,707 1.95% — 224 +13,189 New Q3 2026 Oct 07, 2026
Curtis Advisory Group, LLC History No change 12,826 6,700 1.3% 1.3% 225 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 12,799 6,686 0.21% 0.21% 226 0 0.0% Q2 2026 Aug 05, 2026
Greenwich Wealth Management LLC History No change 12,784 6,678 0.24% 0.24% 227 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 12,686 6,627 0.33% 0.33% 228 0 0.0% Q2 2026 Jul 23, 2026
HB Wealth Management, LLC History No change 12,483 6,521 0.04% 0.04% 229 0 0.0% Q2 2026 Jul 29, 2026
Q3 Asset Management History No change 13,055 6,498 1.19% 1.19% 230 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 12,375 6,481 0.27% 0.27% 231 0 0.0% Q2 2026 Aug 05, 2026
STG SECURITIES, LLC History No change 12,378 6,466 0.45% 0.45% 232 0 0.0% Q2 2026 Aug 13, 2026
Bay Rivers Group History No change 12,301 6,426 2.19% 2.19% 233 0 0.0% Q2 2026 Jul 09, 2026
Prime Capital Investment Advisors, LLC History No change 12,237 6,392 0.06% 0.06% 234 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 12,160 6,352 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 15, 2026
GREAT LAKES ADVISORS, LLC History No change 12,159 6,351 0.05% 0.05% 236 0 0.0% Q2 2026 Aug 10, 2026
COWA, LLC History No change 12,153 6,348 1.59% 1.59% 237 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 12,145 6,344 0.1% 0.1% 238 0 0.0% Q2 2026 Jul 15, 2026
Summit Asset Management, LLC History No change 12,138 6,340 0.81% 0.81% 239 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History No change 11,796 6,162 0.85% 0.85% 240 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 11,754 6,140 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 11,681 6,102 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 11,657 6,088 0.97% 0.97% 243 0 0.0% Q2 2026 Aug 04, 2026
BIRINYI ASSOCIATES INC History No change 11,525 6,020 1.42% 1.42% 244 0 0.0% Q2 2026 Aug 05, 2026
Mission Creek Capital Partners, Inc. History No change 11,298 5,901 1.04% 1.04% 245 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 11,168 5,834 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 11,080 5,802 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 14, 2026
Narwhal Capital Management History No change 11,080 5,788 0.4% 0.4% 248 0 0.0% Q2 2026 Jul 24, 2026
SIG BROKERAGE, LP History No change 11,050 5,772 0.11% 0.11% 249 0 0.0% Q2 2026 Aug 14, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 11,048 5,771 4.19% 4.19% 250 0 0.0% Q2 2026 Jul 24, 2026
Sigma Planning Corp History No change 11,019 5,756 0.14% 0.14% 251 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 11,011 5,752 0.22% 0.22% 252 0 0.0% Q2 2026 Jul 20, 2026
Lynch Investment Planning, LLC History No change 10,954 5,737 4.41% 4.41% 253 0 0.0% Q2 2026 Jul 17, 2026
Alexis Investment Partners, LLC History No change 10,794 5,631 3.29% 3.29% 254 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 12,043 5,630 0.09% 0.09% 255 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 10,757 5,619 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 10,713 5,596 0.33% 0.33% 257 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 10,425 5,445 0.21% 0.21% 258 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 10,623 5,402 0.49% 0.47% 259 0 0.0% Q3 2026 Oct 07, 2026
Venture Visionary Partners LLC History Reduced 10,614 5,398 0.14% 0.15% 260 -17 -0.16% Q3 2026 Oct 07, 2026
AtlasMark Financial, Inc History No change 10,200 5,328 2.62% 2.62% 261 0 0.0% Q2 2026 Aug 17, 2026
Capital Advisor Network LLC History No change 10,170 5,312 6.65% 6.65% 262 0 0.0% Q2 2026 Aug 13, 2026
Intergy Private Wealth, LLC History No change 10,125 5,289 1.22% 1.22% 263 0 0.0% Q2 2026 Jul 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 10,123 5,288 0.25% 0.25% 264 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 10,084 5,267 0.7% 0.7% 265 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 9,944 5,194 0.05% 0.05% 266 0 0.0% Q2 2026 Aug 10, 2026
DMKC Advisory Services, LLC History No change 9,828 5,134 0.97% 0.97% 267 0 0.0% Q2 2026 Jul 07, 2026
US BANCORP \DE\ History No change 9,662 5,047 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 12, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 9,622 5,026 2.44% 2.44% 269 0 0.0% Q2 2026 Jul 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,581 5,005 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 9,505 4,965 0.79% 0.79% 271 0 0.0% Q2 2026 Jul 24, 2026
Capital Wealth Alliance, LLC History No change 9,438 4,930 2.29% 2.29% 272 0 0.0% Q2 2026 Jul 31, 2026
Tortoise Investment Management, LLC History No change 9,340 4,879 0.36% 0.36% 273 0 0.0% Q2 2026 Aug 07, 2026
EFG International AG History No change 9,218 4,815 0.09% 0.09% 274 0 0.0% Q2 2026 Aug 14, 2026
Northern Financial Advisors Inc History No change 9,043 4,724 3.12% 3.12% 275 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 9,039 4,721 0.15% 0.15% 276 0 0.0% Q2 2026 Aug 14, 2026
Wealth Quarterback LLC History No change 8,939 4,669 1.44% 1.44% 277 0 0.0% Q2 2026 Jul 27, 2026
Jefferies Financial Group Inc. History No change 8,922 4,661 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 8,866 4,631 0.28% 0.28% 279 0 0.0% Q2 2026 Jul 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 8,828 4,611 0.1% 0.1% 280 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 8,797 4,595 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 8,770 4,581 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 13, 2026
Timbuktu Capital Management, LLC History No change 8,761 4,576 6.88% 6.88% 283 0 0.0% Q2 2026 Aug 13, 2026
GFS Advisors, LLC History No change 1,311 4,534 0.48% 0.48% 284 0 0.0% Q2 2026 Aug 04, 2026
Lewis Asset Management, LLC History No change 8,520 4,450 1.56% 1.56% 285 0 0.0% Q2 2026 Jul 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 8,500 4,440 1.11% 1.11% 286 0 0.0% Q2 2026 Jul 24, 2026
Parallax Volatility Advisers, L.P. History No change 8,476 4,427 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History No change 8,403 4,389 0.99% 0.99% 288 0 0.0% Q2 2026 Jul 08, 2026
Tufton Capital Management History No change 8,350 4,361 0.73% 0.73% 289 0 0.0% Q2 2026 Jul 27, 2026
Stelac Advisory Services LLC History No change 8,338 4,355 0.81% 0.81% 290 0 0.0% Q2 2026 Aug 10, 2026
TD ASSET MANAGEMENT INC History No change 8,300 4,335 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 04, 2026
Fortune 45 LLC History No change 8,280 4,325 1.85% 1.85% 292 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 8,194 4,280 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,187 4,277 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 14, 2026
Melone Private Wealth, LLC History No change 8,098 4,230 1.61% 1.61% 295 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 8,076 4,218 0.05% 0.05% 296 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 8,054 4,207 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 8,022 4,190 0.43% 0.43% 298 0 0.0% Q2 2026 Jul 28, 2026
Beta Wealth Group, Inc. History No change 7,980 4,168 1.56% 1.56% 299 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 7,913 4,134 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 03, 2026
Ashton Thomas Private Wealth, LLC History No change 7,914 4,134 0.09% 0.09% 301 0 0.0% Q2 2026 Jul 29, 2026
Waverly Advisors, LLC History No change 7,783 4,065 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,752 4,049 0.53% 0.53% 303 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 7,726 4,036 0.11% 0.11% 304 0 0.0% Q2 2026 Aug 04, 2026
Constant Guidance Financial LLC History No change 7,707 4,026 2.53% 2.53% 305 0 0.0% Q2 2026 Aug 12, 2026
Novak & Powell Financial Services, Inc. History No change 7,670 4,006 1.89% 1.89% 306 0 0.0% Q2 2026 Aug 11, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 7,568 3,953 0.85% 0.85% 307 0 0.0% Q2 2026 Jul 22, 2026
Autumn Glory Partners, LLC History No change 7,554 3,946 1.12% 1.12% 308 0 0.0% Q2 2026 Aug 03, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 7,428 3,880 0.22% 0.22% 309 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 7,373 3,851 0.26% 0.26% 310 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Group History No change 7,344 3,836 0.23% 0.23% 311 0 0.0% Q2 2026 Jul 29, 2026
Belvedere Trading LLC History No change 7,339 3,833 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 31, 2026
Greenfield Savings Bank History Reduced 7,498 3,813 1.44% 1.49% 313 -29 -0.39% Q3 2026 Oct 07, 2026
Caldwell Trust Co History No change 7,249 3,786 0.31% 0.31% 314 0 0.0% Q2 2026 Aug 03, 2026
IHT Wealth Management, LLC History No change 7,235 3,779 0.08% 0.08% 315 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 7,217 3,769 0.07% 0.07% 316 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 7,128 3,723 2.03% 2.03% 317 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 7,115 3,716 0.07% 0.07% 318 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History No change 7,105 3,711 0.11% 0.11% 319 0 0.0% Q2 2026 Jul 06, 2026
Ruggiero Investments, Inc. History No change 7,047 3,681 3.1% 3.1% 320 0 0.0% Q2 2026 Aug 14, 2026
Objective Capital Management, LLC History No change 7,041 3,677 3.26% 3.26% 321 0 0.0% Q2 2026 Jul 20, 2026
JTC Employer Solutions Trustee Ltd History No change 6,868 3,587 0.29% 0.29% 322 0 0.0% Q2 2026 Jul 31, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,853 3,579 0.19% 0.19% 323 0 0.0% Q2 2026 Aug 06, 2026
Fingerlakes Wealth Management, Inc. History No change 6,760 3,531 1.9% 1.9% 324 0 0.0% Q2 2026 Jul 23, 2026
Volterra Technologies LP History No change 6,666 3,482 0.5% 0.5% 325 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 6,638 3,467 0.58% 0.58% 326 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,572 3,432 0.23% 0.23% 327 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 6,559 3,426 0.16% 0.16% 328 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 6,531 3,411 0.07% 0.07% 329 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 6,524 3,408 0.17% 0.17% 330 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 6,465 3,377 0.44% 0.44% 331 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 6,444 3,366 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 31, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,433 3,360 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 6,334 3,308 0.21% 0.21% 334 0 0.0% Q2 2026 Jul 30, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,304 3,293 0.47% 0.47% 335 0 0.0% Q2 2026 Aug 06, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 6,297 3,289 0.38% 0.38% 336 0 0.0% Q2 2026 Jul 24, 2026
BigSur Wealth Management LLC History No change 6,169 3,231 0.78% 0.78% 337 0 0.0% Q2 2026 Jul 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 6,337 3,222 0.28% 0.28% 338 +24 0.38% Q3 2026 Oct 07, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,098 3,194 0.26% 0.26% 339 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,110 3,191 0.09% 0.09% 340 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 6,044 3,157 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 18, 2026
St. Clair Advisors, LLC History No change 5,869 3,065 0.79% 0.79% 342 0 0.0% Q2 2026 Jul 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,816 3,038 0.04% 0.04% 343 0 0.0% Q2 2026 Jul 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,803 3,031 0.17% 0.17% 344 0 0.0% Q2 2026 Aug 13, 2026
Miller Investment Management, LP History No change 5,717 2,986 0.27% 0.27% 345 0 0.0% Q2 2026 Aug 13, 2026
LOWERY THOMAS, LLC History No change 5,712 2,983 1.46% 1.46% 346 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors, Ltd. LLC History No change 5,699 2,977 0.3% 0.3% 347 0 0.0% Q2 2026 Jul 16, 2026
ARVEST INVESTMENTS, INC. History No change 5,630 2,941 0.36% 0.36% 348 0 0.0% Q2 2026 Jul 17, 2026
PFG Investments, LLC History No change 5,583 2,916 0.11% 0.11% 349 0 0.0% Q2 2026 Jul 23, 2026
Crumly & Associates Inc. History Reduced 5,724 2,910 0.52% 0.58% 350 -30 -0.52% Q3 2026 Oct 07, 2026
EQUITABLE TRUST CO History No change 5,563 2,906 0.12% 0.12% 351 0 0.0% Q2 2026 Jul 23, 2026
Atlas Private Wealth Advisors History No change 5,556 2,902 0.64% 0.64% 352 0 0.0% Q2 2026 Jul 27, 2026
Charles Schwab Trust Co History No change 5,536 2,892 0.16% 0.16% 353 0 0.0% Q2 2026 Jul 10, 2026
SBI Securities Co., Ltd. History No change 5,528 2,887 0.07% 0.07% 354 0 0.0% Q2 2026 Jul 22, 2026
Madison Park Capital Advisors, LLC History No change 12,109 2,886 2.06% 2.06% 355 0 0.0% Q2 2026 Jul 07, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 5,525 2,886 2.14% 2.14% 356 0 0.0% Q2 2026 Jul 22, 2026
TOP Private Wealth LLC. History No change 5,524 2,885 2.77% 2.77% 357 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,462 2,853 0.16% 0.16% 358 0 0.0% Q2 2026 Jul 15, 2026
Hudock, Inc. History No change 5,443 2,843 0.36% 0.36% 359 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Financial Group, LLC History No change 5,302 2,769 0.87% 0.87% 360 0 0.0% Q3 2026 Oct 06, 2026
StoneX Group Inc. History No change 5,286 2,762 0.11% 0.11% 361 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 5,177 2,704 0.29% 0.29% 362 0 0.0% Q2 2026 Jul 15, 2026
DAVENPORT & Co LLC History No change 5,162 2,696 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 13, 2026
ExodusPoint Capital Management, LP History No change 5,100 2,663 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,076 2,651 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 5,074 2,650 0.13% 0.13% 366 0 0.0% Q2 2026 Aug 10, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 5,065 2,645 1.07% 1.07% 367 0 0.0% Q2 2026 Jul 24, 2026
Intrepid Financial Planning Group LLC History No change 5,056 2,641 0.9% 0.9% 368 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 5,054 2,640 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 5,053 2,639 0.11% 0.11% 370 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 5,048 2,637 0.17% 0.17% 371 0 0.0% Q2 2026 Aug 12, 2026
Graves Light Lenhart Wealth, Inc. History No change 5,049 2,637 0.25% 0.25% 372 0 0.0% Q2 2026 Jul 07, 2026
American State Bank (Iowa) History No change 4,992 2,607 1.06% 1.06% 373 0 0.0% Q2 2026 Jul 09, 2026
Net Worth Advisory Group History No change 4,911 2,565 0.65% 0.65% 374 0 0.0% Q2 2026 Jul 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 5,515 2,554 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,842 2,529 0.04% 0.04% 376 0 0.0% Q2 2026 Jul 14, 2026
Lionsbridge Wealth Management LLC History No change 4,838 2,527 2.48% 2.48% 377 0 0.0% Q2 2026 Aug 05, 2026
Quadcap Wealth Management, LLC History No change 4,809 2,512 0.24% 0.24% 378 0 0.0% Q2 2026 Jul 31, 2026
GreatBanc Trust CO History No change 4,740 2,476 1.54% 1.54% 379 0 0.0% Q2 2026 Jul 29, 2026
Serenus Wealth Advisors, LLC History No change 4,737 2,474 0.43% 0.43% 380 0 0.0% Q2 2026 Aug 05, 2026
Sage Capital Management, LLC History No change 4,680 2,446 0.95% 0.95% 381 0 0.0% Q2 2026 Jul 20, 2026
BLVD Private Wealth, LLC History No change 4,599 2,402 1.79% 1.79% 382 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 4,565 2,384 0.66% 0.66% 383 0 0.0% Q2 2026 Aug 10, 2026
Second Half Financial Partners, LLC History No change 4,557 2,380 0.98% 0.98% 384 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 4,525 2,363 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 10, 2026
Marathon Wealth Advisors LLC History No change 4,464 2,331 0.8% 0.8% 386 0 0.0% Q2 2026 Sep 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,783 2,314 0.24% 0.24% 387 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 4,424 2,311 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 4,406 2,308 0.06% 0.06% 389 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 4,401 2,299 0.07% 0.07% 390 0 0.0% Q2 2026 Jul 15, 2026
Secure Asset Management, LLC History No change 4,398 2,297 0.32% 0.32% 391 0 0.0% Q2 2026 Jul 15, 2026
Embree Financial Group History No change 4,340 2,267 0.23% 0.23% 392 0 0.0% Q2 2026 Jul 15, 2026
SCS Capital Management LLC History No change 4,324 2,261 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 06, 2026
SAXON INTERESTS, INC. History No change 4,306 2,249 0.62% 0.62% 394 0 0.0% Q2 2026 Aug 12, 2026
Balboa Wealth Partners History No change 4,265 2,227 0.3% 0.3% 395 0 0.0% Q2 2026 Aug 10, 2026
Arvest Bank Trust Division History No change 4,261 2,225 0.11% 0.11% 396 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 4,230 2,210 0.2% 0.2% 397 0 0.0% Q2 2026 Jul 22, 2026
Connecticut Wealth Management, LLC History No change 4,209 2,198 0.08% 0.08% 398 0 0.0% Q2 2026 Jul 29, 2026
BANK HAPOALIM BM History No change 4,206 2,197 0.15% 0.15% 399 0 0.0% Q2 2026 Aug 05, 2026
WealthBridge Capital Management, LLC History No change 4,175 2,181 0.43% 0.43% 400 0 0.0% Q2 2026 Jul 24, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,165 2,175 0.22% 0.22% 401 0 0.0% Q2 2026 Jul 22, 2026
Windsor Capital Management, LLC History No change 4,158 2,172 0.56% 0.56% 402 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Advisors, LLC History No change 4,155 2,170 0.12% 0.12% 403 0 0.0% Q2 2026 Aug 11, 2026
Apriem Advisors History No change 4,150 2,167 0.19% 0.19% 404 0 0.0% Q2 2026 Aug 14, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,146 2,166 0.74% 0.74% 405 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,122 2,153 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 28, 2026
American Wealth Advisors, LLC History No change 4,065 2,123 1.99% 1.99% 407 0 0.0% Q2 2026 Aug 07, 2026
Optivise Advisory Services LLC History No change 4,056 2,118 1.08% 1.08% 408 0 0.0% Q2 2026 Jul 13, 2026
Coastwise Capital Group, LLC History No change 4,054 2,117 1.23% 1.23% 409 0 0.0% Q2 2026 Jul 16, 2026
Triumph Capital Management History No change 4,050 2,115 0.38% 0.38% 410 0 0.0% Q2 2026 Jul 20, 2026
Focus Financial Network, Inc. History No change 4,017 2,098 0.06% 0.06% 411 0 0.0% Q2 2026 Jul 09, 2026
Ashford Advisors, LLC History No change 4,000 2,095 0.43% 0.43% 412 0 0.0% Q2 2026 Aug 06, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 4,000 2,095 1.45% 1.45% 413 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 3,982 2,080 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 3,956 2,066 0.32% 0.32% 415 0 0.0% Q2 2026 Aug 10, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 3,951 2,063 0.11% 0.11% 416 0 0.0% Q2 2026 Jul 08, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,950 2,062 1.05% 1.05% 417 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 3,939 2,057 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 06, 2026
Morton Capital Management LLC/CA History No change 3,929 2,052 0.28% 0.28% 419 0 0.0% Q2 2026 Jul 23, 2026
DV Trading LLC History No change 3,926 2,050 0.07% 0.07% 420 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 3,916 2,045 0.03% 0.03% 421 0 0.0% Q2 2026 Aug 06, 2026
Union Bancaire Privee, UBP SA History No change 3,977 2,043 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 16, 2026
Gallacher Capital Management LLC History No change 3,893 2,033 1.14% 1.14% 423 0 0.0% Q2 2026 Jul 16, 2026
Atlantic Union Bankshares Corp History No change 3,842 2,006 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 11, 2026
Grandview Asset Management LLC History No change 3,839 2,005 0.5% 0.5% 425 0 0.0% Q2 2026 Jul 24, 2026
Bedminster, LLC History No change 3,839 2,005 1.71% 1.71% 426 0 0.0% Q2 2026 Aug 04, 2026
WESTBOURNE INVESTMENTS, INC. History No change 3,819 1,995 0.81% 0.81% 427 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 3,815 1,994 0.05% 0.05% 428 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 3,784 1,976 0.08% 0.08% 429 0 0.0% Q2 2026 Aug 10, 2026
Paulson Wealth Management Inc. History No change 3,766 1,967 0.42% 0.42% 430 0 0.0% Q2 2026 Aug 04, 2026
Purus Wealth Management, LLC History No change 3,764 1,966 0.54% 0.54% 431 0 0.0% Q2 2026 Jul 13, 2026
W.H. Cornerstone Investments Inc. History No change 3,735 1,950 1.1% 1.1% 432 0 0.0% Q2 2026 Aug 07, 2026
FLAGSTAR SECURITIES, INC History No change 3,717 1,947 0.59% 0.59% 433 0 0.0% Q2 2026 Jul 15, 2026
Roundview Capital LLC History No change 3,715 1,940 0.11% 0.11% 434 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 3,715 1,940 0.1% 0.1% 435 0 0.0% Q2 2026 Jul 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 3,711 1,938 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 17, 2026
Valmark Advisers, Inc. History No change 3,704 1,935 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 3,706 1,933 0.1% 0.1% 438 0 0.0% Q2 2026 Jul 14, 2026
Vestmark Advisory Solutions, Inc. History No change 3,696 1,930 0.02% 0.02% 439 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 3,670 1,917 0.23% 0.23% 440 0 0.0% Q2 2026 Aug 11, 2026
COFG Advisors, LLC History No change 3,664 1,914 0.33% 0.33% 441 0 0.0% Q2 2026 Aug 14, 2026
AIA Group Ltd History No change 3,656 1,909 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 13, 2026
White Knight Strategic Wealth Advisors, LLC History No change 3,645 1,904 1.33% 1.33% 443 0 0.0% Q2 2026 Aug 14, 2026
CV Advisors LLC History No change 3,631 1,896 0.35% 0.35% 444 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 3,620 1,891 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 3,619 1,890 0.02% 0.02% 446 0 0.0% Q2 2026 Aug 06, 2026
Rydar Equities, Inc. History No change 3,578 1,867 1.05% 1.05% 447 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 3,562 1,861 0.07% 0.07% 448 0 0.0% Q2 2026 Aug 17, 2026
RMR Wealth Builders History No change 3,530 1,844 0.11% 0.11% 449 0 0.0% Q2 2026 Jul 24, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,515 1,836 0.23% 0.23% 450 0 0.0% Q2 2026 Aug 25, 2026
Sovran Advisors, LLC History No change 3,481 1,834 0.14% 0.14% 451 0 0.0% Q2 2026 Jul 29, 2026
Heritage Investment Group, Inc. History No change 3,480 1,817 0.24% 0.24% 452 0 0.0% Q2 2026 Jul 29, 2026
Apella Capital, LLC History No change 3,436 1,815 0.03% 0.03% 453 0 0.0% Q2 2026 Jul 08, 2026
BENJAMIN EDWARDS INC History No change 3,473 1,814 0.02% 0.02% 454 0 0.0% Q2 2026 Jul 24, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 3,461 1,807 0.1% 0.1% 455 0 0.0% Q2 2026 Jul 20, 2026
Onyx Bridge Wealth Group LLC History No change 3,455 1,804 0.16% 0.16% 456 0 0.0% Q2 2026 Jul 23, 2026
Sharper & Granite LLC History No change 3,440 1,797 0.56% 0.56% 457 0 0.0% Q2 2026 Jul 16, 2026
MidFirst Bank History No change 3,422 1,787 0.13% 0.13% 458 0 0.0% Q2 2026 Aug 07, 2026
Aull & Monroe Investment Management Corp History No change 3,417 1,785 0.75% 0.75% 459 0 0.0% Q2 2026 Jul 20, 2026
Auxano Advisors, LLC History No change 3,414 1,783 0.34% 0.34% 460 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,410 1,781 0.04% 0.04% 461 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 3,404 1,778 0.05% 0.05% 462 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,402 1,777 0.03% 0.03% 463 0 0.0% Q2 2026 Aug 14, 2026
Kaizen Financial Strategies History No change 3,397 1,774 0.58% 0.58% 464 0 0.0% Q2 2026 Jul 30, 2026
Beaumont Financial Advisors, LLC History No change 3,366 1,758 0.11% 0.11% 465 0 0.0% Q2 2026 Aug 04, 2026
NBT BANK, N.A. History No change 3,357 1,753 0.12% 0.12% 466 0 0.0% Q2 2026 Jul 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,343 1,746 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 06, 2026
Harvest Investment Services, LLC History No change 3,328 1,738 0.27% 0.27% 468 0 0.0% Q2 2026 Aug 14, 2026
Cerro Pacific Wealth Advisors LLC History No change 3,327 1,737 0.39% 0.39% 469 0 0.0% Q2 2026 Jul 15, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,314 1,731 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 13, 2026
Raab & Moskowitz Asset Management LLC History No change 3,315 1,731 0.35% 0.35% 471 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Advisors Inc. History No change 3,308 1,728 0.3% 0.3% 472 0 0.0% Q2 2026 Jul 16, 2026
Resonant Capital Advisors, LLC History No change 3,300 1,728 0.08% 0.08% 473 0 0.0% Q2 2026 Jul 24, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 3,300 1,723 0.63% 0.63% 474 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 3,274 1,710 0.11% 0.11% 475 0 0.0% Q2 2026 Jul 23, 2026
RASP WEALTH SOLUTIONS, LLC History No change 3,262 1,703 0.57% 0.57% 476 0 0.0% Q2 2026 Aug 11, 2026
FWG Holdings, LLC History No change 3,281 1,702 0.59% 0.59% 477 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,259 1,700 0.05% 0.05% 478 0 0.0% Q2 2026 Aug 07, 2026
Northern Capital Management, Inc. History No change 3,234 1,689 0.72% 0.72% 479 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 3,226 1,685 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 10, 2026
TOMPKINS FINANCIAL CORP History No change 3,305 1,680 0.12% 0.12% 481 0 0.0% Q3 2026 Oct 05, 2026
Fiscal Wisdom Wealth Management, LLC History No change 3,211 1,677 1.42% 1.42% 482 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,200 1,671 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 10, 2026
Round Rock Advisors LLC History No change 3,199 1,671 0.22% 0.22% 484 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 3,165 1,653 0.12% 0.12% 485 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 3,133 1,636 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 03, 2026
Dynamic Advisor Solutions LLC History No change 3,106 1,622 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 07, 2026
High Net Worth Advisory Group LLC History No change 3,093 1,615 0.34% 0.34% 488 0 0.0% Q2 2026 Jul 29, 2026
Clear Creek Financial Management, LLC History No change 3,089 1,613 0.1% 0.1% 489 0 0.0% Q2 2026 Jul 27, 2026
Aspen Capital Management, LLC History No change 3,050 1,593 0.35% 0.35% 490 0 0.0% Q2 2026 Aug 04, 2026
OpenArc Corporate Advisory, LLC History No change 3,038 1,587 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 3,018 1,576 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 3,011 1,572 0.05% 0.05% 493 0 0.0% Q2 2026 Aug 06, 2026
Hapanowicz & Associates Financial Services, Inc History No change 3,009 1,571 0.49% 0.49% 494 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Financial Group, Inc. History No change 3,003 1,568 0.24% 0.24% 495 0 0.0% Q2 2026 Jul 24, 2026
Kelman-Lazarov, Inc. History No change 2,999 1,566 0.21% 0.21% 496 0 0.0% Q2 2026 Aug 10, 2026
OLD MISSION CAPITAL LLC History No change 104,021 1,565 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Wealth Partners, LLC History No change 2,992 1,562 0.86% 0.86% 498 0 0.0% Q2 2026 Jul 29, 2026
American Alpha Advisors, LLC History No change 2,966 1,549 0.84% 0.84% 499 0 0.0% Q2 2026 Aug 14, 2026
FORONJY FINANCIAL LLC History No change 2,958 1,545 0.57% 0.57% 500 0 0.0% Q2 2026 Jul 23, 2026
Koshinski Asset Management, Inc. History No change 2,951 1,541 0.08% 0.08% 501 0 0.0% Q2 2026 Jul 27, 2026
CRA Financial Services, LLC History No change 2,938 1,534 0.18% 0.18% 502 0 0.0% Q2 2026 Jul 24, 2026
Shared Vision Wealth Group LLC History No change 2,921 1,526 0.52% 0.52% 503 0 0.0% Q2 2026 Jul 31, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 2,920 1,525 0.74% 0.74% 504 0 0.0% Q2 2026 Jul 14, 2026
Eagle Capital Management, LLC History No change 2,915 1,523 0.52% 0.52% 505 0 0.0% Q2 2026 Jul 13, 2026
Bernicke Wealth Management, Ltd. History No change 2,885 1,507 0.17% 0.17% 506 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,880 1,504 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 31, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 2,869 1,498 0.08% 0.08% 508 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 2,859 1,493 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 07, 2026
First City Capital Management, Inc. History No change 2,835 1,480 0.72% 0.72% 510 0 0.0% Q2 2026 Jul 13, 2026
Elmwood Wealth Management, Inc. History No change 2,834 1,480 0.37% 0.37% 511 0 0.0% Q2 2026 Jul 07, 2026
SOA Wealth Advisors, LLC. History No change 2,835 1,480 0.25% 0.25% 512 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 2,817 1,471 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 2,800 1,463 0.24% 0.24% 514 0 0.0% Q2 2026 Jul 15, 2026
CERTUITY, LLC History No change 2,813 1,462 0.07% 0.07% 515 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 2,795 1,459 0.05% 0.05% 516 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 2,780 1,452 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 31, 2026
Daybright Advisory Services, Inc. History No change 2,769 1,452 0.35% 0.35% 518 0 0.0% Q2 2026 Aug 04, 2026
Wealth Management Partners, LLC History No change 2,769 1,446 0.34% 0.34% 519 0 0.0% Q2 2026 Jul 22, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,756 1,439 0.16% 0.16% 520 0 0.0% Q2 2026 Jul 29, 2026
Eaton Financial Holdings Company, LLC History No change 2,733 1,427 0.39% 0.39% 521 0 0.0% Q2 2026 Aug 04, 2026
QTR Family Wealth, LLC History No change 2,725 1,423 0.5% 0.5% 522 0 0.0% Q2 2026 Jul 27, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 2,709 1,415 0.66% 0.66% 523 0 0.0% Q2 2026 Aug 14, 2026
Osbon Capital Management LLC History No change 2,704 1,412 1.11% 1.11% 524 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 2,702 1,411 0.07% 0.07% 525 0 0.0% Q2 2026 Jul 31, 2026
HANCOCK WHITNEY CORP History No change 2,701 1,410 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 14, 2026
Financial Life Planners History No change 2,700 1,410 0.91% 0.91% 527 0 0.0% Q2 2026 Jul 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,696 1,408 0.16% 0.16% 528 0 0.0% Q2 2026 Jul 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,692 1,406 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 06, 2026
Fortune Financial Advisors, LLC History No change 2,666 1,392 0.6% 0.6% 530 0 0.0% Q2 2026 Jul 22, 2026
NWF Advisory Services Inc. History No change 2,651 1,385 0.13% 0.13% 531 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,650 1,384 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Family Advisors, LLC History No change 2,647 1,382 0.58% 0.58% 533 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 2,628 1,371 0.04% 0.04% 534 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 2,621 1,369 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 17, 2026
Rathbones Group PLC History No change 2,603 1,359 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 2,602 1,359 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 2,586 1,350 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 06, 2026
Caprock Group, LLC History No change 2,584 1,350 0.03% 0.03% 539 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 2,582 1,349 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS & NORTHERN CORP History No change 2,543 1,328 0.3% 0.3% 541 0 0.0% Q2 2026 Jul 17, 2026
Stonebrook Private Inc. History No change 2,529 1,321 0.24% 0.24% 542 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 2,553 1,318 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 29, 2026
Americana Partners, LLC History No change 2,523 1,318 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 2,520 1,316 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 31, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,517 1,314 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 16, 2026
Odyssey Capital Advisors, Inc. History No change 2,500 1,305 0.93% 0.93% 547 0 0.0% Q2 2026 Jul 31, 2026
WBH ADVISORY INC History No change 2,488 1,299 0.09% 0.09% 548 0 0.0% Q2 2026 Aug 05, 2026
Vontobel Holding Ltd. History No change 2,463 1,286 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 03, 2026
Redwood Family Wealth LLC History No change 2,445 1,277 1.12% 1.12% 550 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL TRUST CO History No change 2,440 1,274 0.04% 0.04% 551 0 0.0% Q2 2026 Jul 30, 2026
Tannin Capital LLC History No change 2,416 1,262 0.83% 0.83% 552 0 0.0% Q2 2026 Aug 04, 2026
Murphy & Mullick Capital Management Corp History No change 2,409 1,258 0.78% 0.78% 553 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 2,408 1,257 0.15% 0.15% 554 0 0.0% Q2 2026 Jul 10, 2026
Financial Alternatives, Inc History No change 2,407 1,257 0.62% 0.62% 555 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 2,390 1,248 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,356 1,230 0.02% 0.02% 557 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,333 1,218 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 2,330 1,217 0.05% 0.05% 559 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 2,316 1,209 0.08% 0.08% 560 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 2,277 1,207 0.34% 0.34% 561 0 0.0% Q2 2026 Jul 28, 2026
Castle Rock Wealth Management, LLC History No change 2,303 1,203 0.24% 0.24% 562 0 0.0% Q2 2026 Jul 07, 2026
Florida Trust Wealth Management Co History No change 2,297 1,199 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 2,295 1,198 0.06% 0.06% 564 0 0.0% Q2 2026 Jul 10, 2026
Turner Financial Group, Inc. History No change 2,279 1,190 1.18% 1.18% 565 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 2,264 1,182 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 09, 2026
Well Done, LLC History No change 2,243 1,171 0.16% 0.16% 567 0 0.0% Q2 2026 Jul 24, 2026
Beacon Bank & Trust History No change 2,236 1,168 0.22% 0.22% 568 0 0.0% Q2 2026 Aug 03, 2026
Clear Harbor Asset Management, LLC History No change 2,235 1,167 0.07% 0.07% 569 0 0.0% Q2 2026 Aug 12, 2026
ROMANO BROTHERS AND COMPANY History No change 2,224 1,161 0.12% 0.12% 570 0 0.0% Q2 2026 Jul 21, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 2,219 1,159 0.7% 0.7% 571 0 0.0% Q2 2026 Aug 13, 2026
Perennial Advisors, LLC History No change 2,213 1,156 0.18% 0.18% 572 0 0.0% Q2 2026 Jul 13, 2026
Magnus Financial Group LLC History No change 2,215 1,156 0.08% 0.08% 573 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,211 1,155 0.11% 0.11% 574 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 2,191 1,144 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 29, 2026
EARNED WEALTH ADVISORS, LLC History No change 2,192 1,144 0.07% 0.07% 576 0 0.0% Q2 2026 Aug 14, 2026
Ring Mountain Capital, LLC History No change 2,189 1,143 0.48% 0.48% 577 0 0.0% Q2 2026 Aug 11, 2026
Clear Point Advisors Inc. History No change 2,182 1,139 1.01% 1.01% 578 0 0.0% Q2 2026 Jul 28, 2026
HOLDERNESS INVESTMENTS CO History No change 2,178 1,137 0.19% 0.19% 579 0 0.0% Q2 2026 Aug 12, 2026
Quartz Partners, LLC History No change 2,176 1,136 0.37% 0.37% 580 0 0.0% Q2 2026 Aug 10, 2026
Maxele Advisors, LLC History No change 2,164 1,130 0.79% 0.79% 581 0 0.0% Q2 2026 Aug 14, 2026
truNorth Financial Services, Inc. History No change 2,150 1,123 1.01% 1.01% 582 0 0.0% Q2 2026 Jul 30, 2026
BANK OF HAWAII History No change 2,149 1,122 0.06% 0.06% 583 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,146 1,121 0.01% 0.01% 584 0 0.0% Q2 2026 Sep 23, 2026
HBK Sorce Advisory LLC History No change 2,058 1,117 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 06, 2026
Visionary Wealth Advisors History No change 2,121 1,107 0.04% 0.04% 586 0 0.0% Q2 2026 Aug 13, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 2,120 1,107 1.16% 1.16% 587 0 0.0% Q2 2026 Jul 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,093 1,093 0.29% 0.29% 588 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,070 1,081 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,071 1,081 0.39% 0.39% 590 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,055 1,073 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 13, 2026
Bawa N Mallick Trust History No change 2,025 1,057 0.34% 0.34% 592 0 0.0% Q2 2026 Aug 14, 2026
Widmann Financial Services, Inc. History No change 2,013 1,051 0.56% 0.56% 593 0 0.0% Q2 2026 Aug 14, 2026
BANTA ASSET MANAGEMENT LP History No change 2,004 1,046 0.93% 0.93% 594 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL SECURITIES, INC. History No change 1,999 1,044 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 04, 2026
Drexel Morgan & Co. History No change 2,000 1,044 0.15% 0.15% 596 0 0.0% Q2 2026 Aug 13, 2026
Pegasus Asset Management, Inc. History No change 1,965 1,026 0.29% 0.29% 597 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History No change 1,956 1,021 0.03% 0.03% 598 0 0.0% Q2 2026 Jul 27, 2026
Concord Wealth Partners History No change 1,949 1,018 0.12% 0.12% 599 0 0.0% Q2 2026 Jul 27, 2026
UNITED BANK History No change 1,944 1,015 0.12% 0.12% 600 0 0.0% Q2 2026 Jul 30, 2026
Alta Wealth Advisors LLC History No change 1,934 1,010 0.27% 0.27% 601 0 0.0% Q2 2026 Jul 30, 2026
NFSG Corp History No change 1,935 1,010 0.12% 0.12% 602 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,914 999 0.07% 0.07% 603 0 0.0% Q2 2026 Jul 28, 2026
RIA Advisory Group LLC History No change 1,914 999 0.22% 0.22% 604 0 0.0% Q2 2026 Jul 23, 2026
Zhang Financial LLC History No change 1,911 998 0.03% 0.03% 605 0 0.0% Q2 2026 Jul 30, 2026
Williams Jones Wealth Management, LLC. History No change 1,910 997 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 1,902 993 0.08% 0.08% 607 0 0.0% Q2 2026 Jul 28, 2026
Founders Capital Management History No change 1,891 988 0.43% 0.43% 608 0 0.0% Q2 2026 Jul 21, 2026
AM INVESTMENT STRATEGIES LLC History No change 1,890 987 0.19% 0.19% 609 0 0.0% Q2 2026 Jul 16, 2026
Guardian Asset Advisors, LLC History No change 1,882 984 0.45% 0.45% 610 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 1,881 982 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 1,881 980 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,881 980 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 29, 2026
DUNCKER STREETT & CO INC History No change 1,874 978 0.17% 0.17% 614 0 0.0% Q2 2026 Jul 28, 2026
Valeo Financial Advisors, LLC History No change 1,874 978 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 08, 2026
180 WEALTH ADVISORS, LLC History No change 1,871 977 0.1% 0.1% 616 0 0.0% Q2 2026 Jul 07, 2026
Soltis Investment Advisors LLC History No change 1,862 972 0.05% 0.05% 617 0 0.0% Q2 2026 Jul 31, 2026
Soundwatch Capital LLC History No change 1,850 966 0.11% 0.11% 618 0 0.0% Q2 2026 Aug 13, 2026
Huntleigh Advisors, Inc. History No change 1,838 960 0.13% 0.13% 619 0 0.0% Q2 2026 Aug 04, 2026
Bensler, LLC History No change 1,839 960 0.08% 0.08% 620 0 0.0% Q2 2026 Jul 23, 2026
Advanced Asset Management Advisors Inc History No change 1,834 958 0.25% 0.25% 621 0 0.0% Q2 2026 Jul 16, 2026
Integrity Advisory Solutions, LLC History No change 1,831 956 0.1% 0.1% 622 0 0.0% Q2 2026 Jul 31, 2026
BAILARD, INC. History No change 1,827 954 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 30, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 1,826 953 0.16% 0.16% 624 0 0.0% Q2 2026 Aug 04, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,824 952 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,824 952 0.05% 0.05% 626 0 0.0% Q2 2026 Jul 20, 2026
SeaCrest Wealth Management, LLC History No change 1,812 946 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 09, 2026
1ST SOURCE BANK History No change 1,809 945 0.04% 0.04% 628 0 0.0% Q2 2026 Aug 06, 2026
Asset Allocation Strategies LLC History No change 1,810 945 0.15% 0.15% 629 0 0.0% Q2 2026 Aug 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,802 941 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 1,800 940 0.08% 0.08% 631 0 0.0% Q2 2026 Jul 31, 2026
Selective Wealth Management, Inc. History No change 1,796 935 0.25% 0.25% 632 0 0.0% Q2 2026 Jul 20, 2026
Cassaday & Co Wealth Management LLC History No change 1,784 931 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,781 930 0.08% 0.08% 634 0 0.0% Q2 2026 Jul 27, 2026
Banco Santander, S.A. History No change 1,778 928 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 29, 2026
GODSEY & GIBB, INC History No change 1,771 925 0.08% 0.08% 636 0 0.0% Q2 2026 Jul 13, 2026
Tyche Wealth Partners LLC History No change 1,771 925 0.13% 0.13% 637 0 0.0% Q2 2026 Aug 06, 2026
Mosaic Advisors LLC History No change 1,771 924 1.24% 1.24% 638 0 0.0% Q2 2026 Aug 07, 2026
FIRST HAWAIIAN BANK History No change 1,762 920 0.12% 0.12% 639 0 0.0% Q2 2026 Jul 13, 2026
Eagle Wealth Advisors LLC History No change 1,742 910 0.69% 0.69% 640 0 0.0% Q2 2026 Jul 13, 2026
Calamos Wealth Management LLC History No change 1,725 901 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 31, 2026
Global Financial Private Client, LLC History No change 1,724 900 0.24% 0.24% 642 0 0.0% Q2 2026 Jul 20, 2026
Argentarii, LLC History No change 1,676 900 0.27% 0.27% 643 0 0.0% Q2 2026 Aug 12, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,718 897 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 1,714 895 0.05% 0.05% 645 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 1,712 894 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 14, 2026
JBR Co Financial Management Inc History No change 1,713 894 0.33% 0.33% 647 0 0.0% Q2 2026 Jul 09, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 1,710 893 0.1% 0.1% 648 0 0.0% Q2 2026 Aug 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 1,708 892 0.13% 0.13% 649 0 0.0% Q2 2026 Jul 10, 2026
Wilmington Savings Fund Society, FSB History No change 1,706 891 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 28, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 1,706 891 0.36% 0.36% 651 0 0.0% Q2 2026 Jul 14, 2026
Guardian Capital, LLC History No change 1,707 891 0.73% 0.73% 652 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 1,694 885 0.08% 0.08% 653 0 0.0% Q2 2026 Jul 09, 2026
Farmers National Bank History No change 1,693 884 0.18% 0.18% 654 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History No change 1,686 883 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 15, 2026
BlackDiamond Wealth Management, LLC History No change 1,628 877 0.35% 0.35% 656 0 0.0% Q2 2026 Aug 11, 2026
Joel Isaacson & Co., LLC History No change 1,673 874 0.03% 0.03% 657 0 0.0% Q2 2026 Aug 04, 2026
OMNI 360 Wealth, Inc. History No change 1,657 865 0.4% 0.4% 658 0 0.0% Q2 2026 Jul 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,654 864 0.31% 0.31% 659 0 0.0% Q2 2026 Jul 08, 2026
FRANKLIN RESOURCES INC History No change 1,649 861 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,646 859 0.59% 0.59% 661 0 0.0% Q2 2026 Jul 24, 2026
Aberdeen Group plc History No change 1,641 857 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 31, 2026
Plancorp, LLC History No change 1,630 855 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 14, 2026
Key Client Fiduciary Advisors, LLC History No change 1,638 855 0.25% 0.25% 664 0 0.0% Q2 2026 Jul 09, 2026
Aventura Private Wealth, LLC History No change 1,634 853 0.26% 0.26% 665 0 0.0% Q2 2026 Jul 15, 2026
FAGAN ASSOCIATES, INC. History No change 1,631 852 0.1% 0.1% 666 0 0.0% Q2 2026 Aug 04, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 1,627 849 0.19% 0.19% 667 0 0.0% Q2 2026 Aug 11, 2026
True North Advisors, LLC History No change 1,621 846 0.08% 0.08% 668 0 0.0% Q2 2026 Jul 22, 2026
Peoples Bank/KS History No change 1,617 844 0.82% 0.82% 669 0 0.0% Q2 2026 Jul 09, 2026
Milestones Private Investment Advisors LLC History No change 1,609 840 0.67% 0.67% 670 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History No change 1,594 832 0.04% 0.04% 671 0 0.0% Q2 2026 Jul 20, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 1,591 831 0.08% 0.08% 672 0 0.0% Q2 2026 Jul 13, 2026
Financial Futures Ltd Liability Co. History No change 1,592 831 0.32% 0.32% 673 0 0.0% Q2 2026 Jul 27, 2026
Financial Planning Hawaii, Inc. History No change 1,591 831 0.45% 0.45% 674 0 0.0% Q2 2026 Jul 23, 2026
FIRST TRUST ADVISORS LP History No change 1,574 822 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 11, 2026
Everest Financial Group LLC History No change 1,574 822 0.11% 0.11% 676 0 0.0% Q2 2026 Aug 10, 2026
Kera Capital Partners, Inc. History No change 1,572 821 0.08% 0.08% 677 0 0.0% Q2 2026 Aug 14, 2026
Fogel Capital Management, Inc. History No change 1,568 819 0.33% 0.33% 678 0 0.0% Q2 2026 Aug 13, 2026
Arkos Global Advisors History No change 1,565 817 0.1% 0.1% 679 0 0.0% Q2 2026 Aug 14, 2026
BURNS J W & CO INC/NY History No change 1,551 810 0.08% 0.08% 680 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 1,542 805 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 05, 2026
Oxinas Partners, LLC History No change 1,541 805 0.32% 0.32% 682 0 0.0% Q2 2026 Jul 14, 2026
Main Street Research LLC History No change 1,541 804 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 1,534 801 0.08% 0.08% 684 0 0.0% Q2 2026 Jul 30, 2026
Marks Group Wealth Management, Inc History No change 1,532 800 0.07% 0.07% 685 0 0.0% Q2 2026 Jul 27, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 1,525 796 0.1% 0.1% 686 0 0.0% Q2 2026 Jul 09, 2026
Avestar Capital, LLC History No change 1,514 790 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 29, 2026
American Trust History No change 1,513 790 0.06% 0.06% 688 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,511 789 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 06, 2026
ARWA LLC History No change 1,500 787 0.33% 0.33% 690 0 0.0% Q2 2026 Jul 24, 2026
Sage Capital Advisors,llc History No change 1,505 786 0.16% 0.16% 691 0 0.0% Q2 2026 Jul 09, 2026
JDM Financial Group LLC History No change 1,505 786 0.27% 0.27% 692 0 0.0% Q2 2026 Aug 17, 2026
Capital Asset Managemnet, LLC History No change 1,505 786 1.77% 1.77% 693 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 1,502 784 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 1,495 783 0.03% 0.03% 695 0 0.0% Q2 2026 Aug 10, 2026
Atlas Legacy Advisors, LLC History No change 1,500 783 0.12% 0.12% 696 0 0.0% Q2 2026 Jul 31, 2026
Roehl & Yi Investment Advisors, LLC History No change 1,500 783 0.26% 0.26% 697 0 0.0% Q2 2026 Aug 13, 2026
Sterling Investment Counsel, LLC History No change 1,493 779 0.18% 0.18% 698 0 0.0% Q2 2026 Jul 20, 2026
Per Stirling Capital Management, LLC. History No change 1,488 777 0.07% 0.07% 699 0 0.0% Q2 2026 Aug 14, 2026
CIM, LLC History No change 1,484 775 0.1% 0.1% 700 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 1,482 774 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 18, 2026
Argent Trust Co History No change 1,481 773 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 06, 2026
Cordoba Advisory Partners LLC History No change 1,474 770 0.16% 0.16% 703 0 0.0% Q2 2026 Jul 21, 2026
Freestone Capital Holdings, LLC History No change 1,461 763 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 31, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,445 757 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 1,446 755 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 1,439 751 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 22, 2026
FIDELITY D & D BANCORP INC History No change 1,434 749 0.26% 0.26% 708 0 0.0% Q2 2026 Aug 05, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 1,430 746 0.17% 0.17% 709 0 0.0% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,395 745 0.09% 0.09% 710 0 0.0% Q2 2026 Aug 12, 2026
HCR Wealth Advisors History No change 1,426 744 0.07% 0.07% 711 0 0.0% Q2 2026 Jul 13, 2026
Aviance Capital Partners, LLC History No change 1,409 736 0.08% 0.08% 712 0 0.0% Q2 2026 Jul 30, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,397 729 0.25% 0.25% 713 0 0.0% Q2 2026 Jul 07, 2026
Financial Guidance Group, Inc. History No change 1,393 727 0.27% 0.27% 714 0 0.0% Q2 2026 Jul 22, 2026
Compass Planning Associates Inc History No change 1,390 726 0.39% 0.39% 715 0 0.0% Q2 2026 Jul 27, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,388 725 0.21% 0.21% 716 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 1,387 724 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 1,386 724 0.05% 0.05% 718 0 0.0% Q2 2026 Jul 16, 2026
PGIM Custom Harvest LLC History No change 1,385 723 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 1,381 721 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 27, 2026
Eldridge Investment Advisors, Inc. History No change 1,380 720 0.14% 0.14% 721 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,377 719 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 1,377 719 0.05% 0.05% 723 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF VERMONT History No change 1,376 718 0.03% 0.03% 724 0 0.0% Q2 2026 Aug 07, 2026
Compass Wealth Management LLC History No change 1,376 718 0.14% 0.14% 725 0 0.0% Q2 2026 Aug 07, 2026
Peak Planning Group, LLC History No change 1,373 717 0.16% 0.16% 726 0 0.0% Q2 2026 Aug 12, 2026
Powers Advisory Group, LLC History No change 1,371 716 0.22% 0.22% 727 0 0.0% Q2 2026 Jul 31, 2026
Innovative Wealth Building LLC History No change 1,371 716 0.42% 0.42% 728 0 0.0% Q2 2026 Jul 23, 2026
ROCKLAND TRUST CO History No change 1,395 709 0.03% 0.03% 729 0 0.0% Q3 2026 Oct 05, 2026
AlphaCore Capital LLC History No change 1,358 709 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 06, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,355 708 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 1,353 707 0.26% 0.26% 732 0 0.0% Q2 2026 Jul 21, 2026
Allie Family Office LLC History No change 1,352 706 0.26% 0.26% 733 0 0.0% Q2 2026 Oct 02, 2026
Quantum Private Wealth, LLC History No change 1,352 706 0.18% 0.18% 734 0 0.0% Q2 2026 Jul 29, 2026
Clear Trail Advisors, LLC History No change 1,352 706 0.11% 0.11% 735 0 0.0% Q2 2026 Jul 21, 2026
Private Capital Management, LLC History No change 1,350 705 0.06% 0.06% 736 0 0.0% Q2 2026 Aug 14, 2026
Strait & Sound Wealth Management LLC History No change 1,351 705 0.25% 0.25% 737 0 0.0% Q2 2026 Aug 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,336 697 0.13% 0.13% 738 0 0.0% Q2 2026 Jul 21, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,335 697 0.1% 0.1% 739 0 0.0% Q2 2026 Aug 12, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,334 696 0.07% 0.07% 740 0 0.0% Q2 2026 Aug 05, 2026
KG Capital Management History No change 1,332 695 0.41% 0.41% 741 0 0.0% Q2 2026 Aug 07, 2026
IPG Investment Advisors LLC History No change 1,329 694 0.1% 0.1% 742 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 1,325 692 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 03, 2026
Weaver Consulting Group History No change 1,359 691 0.13% 0.15% 744 0 0.0% Q3 2026 Oct 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,319 689 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 1,307 682 0.04% 0.04% 746 0 0.0% Q2 2026 Aug 04, 2026
Hoxton Planning & Management, LLC History No change 1,300 679 0.18% 0.18% 747 0 0.0% Q2 2026 Jul 16, 2026
PACIFIC FINANCIAL GROUP INC History No change 1,297 677 0.32% 0.32% 748 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 1,298 677 0.04% 0.04% 749 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 1,295 676 0.21% 0.21% 750 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 1,290 674 0.15% 0.15% 751 0 0.0% Q2 2026 Jul 09, 2026
USA FINANCIAL FORMULAS History No change 1,292 674 0.12% 0.12% 752 0 0.0% Q2 2026 Aug 04, 2026
APPLETON PARTNERS INC/MA History No change 1,289 673 0.04% 0.04% 753 0 0.0% Q2 2026 Jul 21, 2026
Carnegie Investment Counsel History No change 1,287 672 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 30, 2026
Guidance Point Advisors, LLC History No change 1,285 672 0.14% 0.14% 755 0 0.0% Q2 2026 Jul 31, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,286 671 0.02% 0.02% 756 0 0.0% Q2 2026 Aug 20, 2026
LANARK FINANCIAL, INC. History No change 1,275 666 0.05% 0.05% 757 0 0.0% Q2 2026 Jul 21, 2026
FIRST MANHATTAN CO. LLC. History No change 1,261 658 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,261 658 0.04% 0.04% 759 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC History No change 1,291 656 0.05% 0.05% 760 0 0.0% Q3 2026 Oct 01, 2026
SkyOak Wealth, LLC History No change 1,252 654 0.11% 0.11% 761 0 0.0% Q2 2026 Jul 30, 2026
OPINICUS CAPITAL, INC. History No change 1,252 654 0.35% 0.35% 762 0 0.0% Q2 2026 Jul 27, 2026
Watchman Group, Inc. History No change 1,250 652 0.15% 0.15% 763 0 0.0% Q2 2026 Jul 24, 2026
LJI Wealth Management, LLC History No change 1,250 652 0.09% 0.09% 764 0 0.0% Q2 2026 Jul 31, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,244 649 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 15, 2026
Facet Wealth, Inc. History No change 1,243 649 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 27, 2026
Horizon Wealth Management, LLC History No change 1,244 649 0.08% 0.08% 767 0 0.0% Q2 2026 Aug 06, 2026
Diversified Enterprises, LLC History No change 1,244 649 0.03% 0.03% 768 0 0.0% Q2 2026 Jul 31, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,233 644 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 12, 2026
Stokes Family Office, LLC History No change 1,231 643 0.07% 0.07% 770 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 1,261 641 0.01% 0.01% 771 0 0.0% Q3 2026 Oct 05, 2026
Retirement Solution LLC History No change 1,229 641 0.13% 0.13% 772 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 1,225 640 0.04% 0.04% 773 0 0.0% Q2 2026 Aug 14, 2026
Hobbs Group Advisors, LLC History No change 1,227 640 0.17% 0.17% 774 0 0.0% Q2 2026 Aug 13, 2026
Financial Solutions Advisory Group, Inc. History No change 1,210 634 0.08% 0.08% 775 0 0.0% Q2 2026 Jul 13, 2026
Walkner Condon Financial Advisors LLC History No change 1,211 632 0.07% 0.07% 776 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History Reduced 1,243 631 0.26% 0.29% 779 -104,319 -98.82% Q3 2026 Oct 05, 2026
NOTTINGHAM ADVISORS, INC. History No change 1,220 631 0.08% 0.08% 777 0 0.0% Q2 2026 Jul 27, 2026
National Philanthropic Trust History No change 1,208 631 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,206 629 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 14, 2026
Ipswich Investment Management Co., Inc. History No change 1,201 627 0.13% 0.13% 781 0 0.0% Q2 2026 Jul 16, 2026
Black Diamond Financial, LLC History No change 1,199 626 0.06% 0.06% 782 0 0.0% Q2 2026 Aug 04, 2026
CALTON & ASSOCIATES, INC. History No change 1,197 625 0.09% 0.09% 783 0 0.0% Q2 2026 Aug 10, 2026
Cane Capital Partners, LLC History No change 1,198 625 0.25% 0.25% 784 0 0.0% Q2 2026 Aug 05, 2026
CAXTON ASSOCIATES LLP History No change 1,192 622 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 1,192 622 0.31% 0.31% 786 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 1,189 621 0.07% 0.07% 787 0 0.0% Q2 2026 Jul 15, 2026
Innova Wealth Partners History No change 1,190 621 0.25% 0.25% 788 0 0.0% Q2 2026 Jul 15, 2026
Kaydan Wealth Management, Inc. History No change 1,184 618 0.19% 0.19% 789 0 0.0% Q2 2026 Jul 24, 2026
Avantax Planning Partners, Inc. History No change 1,183 617 0.02% 0.02% 790 0 0.0% Q2 2026 Jul 28, 2026
TCTC Holdings, LLC History No change 1,180 616 0.02% 0.02% 791 0 0.0% Q2 2026 Aug 11, 2026
McGuire Investment Group, LLC History No change 1,175 613 0.05% 0.05% 792 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 1,172 612 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 21, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,170 612 0.43% 0.43% 794 0 0.0% Q2 2026 Aug 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 1,189 604 0.01% 0.01% 795 +21 1.8% Q3 2026 Oct 05, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 1,158 604 0.13% 0.13% 796 0 0.0% Q2 2026 Jul 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,155 603 0.01% 0.01% 797 0 0.0% Q2 2026 Jul 30, 2026
Garde Capital, Inc. History No change 1,154 602 0.03% 0.03% 798 0 0.0% Q2 2026 Jul 31, 2026
OKABENA INVESTMENT SERVICES INC History No change 1,150 600 0.11% 0.11% 799 0 0.0% Q2 2026 Aug 04, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 1,147 600 0.07% 0.07% 800 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 1,143 597 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 20, 2026
Belpointe Asset Management LLC History No change 1,141 596 0.02% 0.02% 802 0 0.0% Q2 2026 Jul 31, 2026
Duncan Williams Asset Management, LLC History No change 1,136 593 0.13% 0.13% 803 0 0.0% Q2 2026 Jul 22, 2026
Keystone Wealth Services, LLC History No change 1,130 590 0.11% 0.11% 804 0 0.0% Q2 2026 Aug 05, 2026
Bannerstone Capital Management, LLC History No change 1,130 590 0.5% 0.5% 805 0 0.0% Q2 2026 Jul 31, 2026
Destination Wealth Management History No change 1,128 589 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 1,129 589 0.15% 0.15% 807 0 0.0% Q2 2026 Jul 07, 2026
Forum Financial Management, LP History No change 1,129 589 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 23, 2026
WealthPlan Investment Management, LLC History No change 1,126 588 0.03% 0.03% 809 0 0.0% Q2 2026 Jul 28, 2026
Activest Wealth Management History No change 1,125 587 0.11% 0.11% 810 0 0.0% Q2 2026 Jul 16, 2026
Innovative Asset Advisors Group, LLC History No change 1,121 587 0.26% 0.26% 811 0 0.0% Q2 2026 Aug 05, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 1,120 585 0.27% 0.27% 812 0 0.0% Q2 2026 Jul 16, 2026
Man Group plc History No change 1,112 580 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 1,109 580 0.13% 0.13% 814 0 0.0% Q2 2026 Jul 27, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 1,110 579 0.2% 0.2% 815 0 0.0% Q2 2026 Jul 09, 2026
ENZI WEALTH History No change 1,102 578 0.18% 0.18% 816 0 0.0% Q2 2026 Jul 15, 2026
Russell Investments Group, Ltd. History No change 1,104 576 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 1,101 575 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 11, 2026
Kellett Wealth Advisors, LLC History No change 1,101 575 0.27% 0.27% 819 0 0.0% Q2 2026 Jul 23, 2026
N.E.W. Advisory Services LLC History No change 1,099 574 0.04% 0.04% 820 0 0.0% Q2 2026 Aug 06, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,096 572 0.07% 0.07% 821 0 0.0% Q2 2026 Jul 21, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,085 567 0.03% 0.03% 822 0 0.0% Q2 2026 Aug 07, 2026
SAGE FINANCIAL GROUP INC History No change 1,082 565 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 21, 2026
WARNER FINANCIAL, INC History No change 1,083 565 0.17% 0.17% 824 0 0.0% Q2 2026 Jul 09, 2026
Athena Investment Management History No change 1,078 563 0.33% 0.33% 825 0 0.0% Q2 2026 Aug 06, 2026
Meeder Advisory Services, Inc. History No change 1,076 562 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 07, 2026
Smith Asset Management Co., LLC History No change 1,075 561 0.44% 0.44% 827 0 0.0% Q2 2026 Jul 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 1,073 560 0.15% 0.15% 828 0 0.0% Q2 2026 Aug 07, 2026
Samalin Investment Counsel, LLC History No change 1,064 555 0.17% 0.17% 829 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 1,062 554 0.02% 0.02% 830 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, LLC History No change 1,057 551 0.03% 0.03% 831 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 1,055 551 0.07% 0.07% 832 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History No change 1,052 549 0.03% 0.03% 833 0 0.0% Q2 2026 Jul 16, 2026
Sand Hill Global Advisors, LLC History No change 1,050 548 0.02% 0.02% 834 0 0.0% Q2 2026 Aug 11, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 1,042 544 0.13% 0.13% 835 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 1,041 543 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 21, 2026
TBH Global Asset Management, LLC History No change 1,037 541 0.1% 0.1% 837 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 1,036 541 0.22% 0.22% 838 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 1,034 540 0.29% 0.29% 839 0 0.0% Q2 2026 Aug 13, 2026
Bradley & Co. Private Wealth Management, LLC History No change 1,028 538 0.26% 0.26% 840 0 0.0% Q2 2026 Aug 10, 2026
Wealth Care LLC History No change 1,032 538 0.44% 0.44% 841 0 0.0% Q2 2026 Jul 15, 2026
Investment Partners Asset Management, Inc. History No change 1,028 537 0.3% 0.3% 842 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 1,030 537 0.03% 0.03% 843 0 0.0% Q2 2026 Jul 24, 2026
CARRET ASSET MANAGEMENT, LLC History No change 1,022 534 0.05% 0.05% 844 0 0.0% Q2 2026 Aug 04, 2026
JT Stratford LLC History No change 1,023 534 0.06% 0.06% 845 0 0.0% Q2 2026 Aug 14, 2026
Campbell Deegan Wealth Management, LLC History No change 1,024 534 0.38% 0.38% 846 0 0.0% Q2 2026 Aug 04, 2026
Freestate Advisors LLC History No change 1,022 533 0.4% 0.4% 847 0 0.0% Q2 2026 Jul 09, 2026
Red Door Wealth Management, LLC History No change 1,020 532 0.05% 0.05% 848 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,017 531 0.11% 0.11% 849 0 0.0% Q2 2026 Jul 15, 2026
Bluesphere Advisors LLC History No change 1,015 530 0.16% 0.16% 850 0 0.0% Q2 2026 Jul 30, 2026
Palisade Asset Management, LLC History No change 1,011 528 0.05% 0.05% 851 0 0.0% Q2 2026 Jul 20, 2026
VIMA LLC History No change 1,012 528 0.51% 0.51% 852 0 0.0% Q2 2026 Jul 24, 2026
Hegarty Advisors, LLC History No change 1,011 528 0.36% 0.36% 853 0 0.0% Q2 2026 Jul 27, 2026
Successful Portfolios LLC History No change 1,000 525 0.25% 0.25% 854 0 0.0% Q2 2026 Jul 14, 2026
Great Waters Wealth Management History Added to 1,031 524 0.05% 0.05% 855 +1 0.1% Q3 2026 Oct 07, 2026
Chesley Taft & Associates LLC History No change 1,000 522 0.02% 0.02% 856 0 0.0% Q2 2026 Jul 08, 2026
HOURGLASS CAPITAL, LLC History No change 1,000 522 0.1% 0.1% 857 0 0.0% Q2 2026 Jul 30, 2026
Capstone Wealth Management, Inc. History No change 994 521 0.39% 0.39% 858 0 0.0% Q2 2026 Aug 13, 2026
Sather Financial Group Inc History No change 995 519 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 30, 2026
SPINNAKER TRUST History No change 992 518 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 03, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 992 518 0.27% 0.27% 861 0 0.0% Q2 2026 Aug 14, 2026
Redwood Financial Network Corp History No change 991 517 0.29% 0.29% 862 0 0.0% Q2 2026 Aug 07, 2026
Mattern Wealth Management LLC History No change 989 516 0.08% 0.08% 863 0 0.0% Q2 2026 Jul 23, 2026
Fisher Asset Management, LLC History No change 987 515 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 04, 2026
HOWE & RUSLING INC History No change 984 514 0.03% 0.03% 865 0 0.0% Q2 2026 Aug 10, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 983 513 0.31% 0.31% 866 0 0.0% Q2 2026 Jul 21, 2026
VISTA INVESTMENT PARTNERS LLC History No change 983 513 0.13% 0.13% 867 0 0.0% Q2 2026 Jul 09, 2026
Peak Asset Management, LLC History No change 981 512 0.08% 0.08% 868 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History No change 977 510 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 974 509 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 13, 2026
Houlihan Financial Resource Group, Ltd. History No change 976 509 0.18% 0.18% 871 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 974 508 0.04% 0.04% 872 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Management Group, Inc. History No change 972 507 0.24% 0.24% 873 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 962 502 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 12, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 956 499 0.04% 0.04% 875 0 0.0% Q2 2026 Aug 05, 2026
Sierra Capital LLC History No change 955 498 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 13, 2026
Value Investment Professionals, LLC History No change 953 497 0.42% 0.42% 877 0 0.0% Q2 2026 Jul 07, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 948 495 0.16% 0.16% 878 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL ADVISORS INC/OK History No change 948 495 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 22, 2026
Element Wealth, LLC History No change 948 494 0.18% 0.18% 880 0 0.0% Q2 2026 Aug 14, 2026
GatePass Capital, LLC History No change 942 492 0.19% 0.19% 881 0 0.0% Q2 2026 Jul 30, 2026
Crewe Advisors LLC History No change 941 491 0.04% 0.04% 882 0 0.0% Q2 2026 Jul 23, 2026
Bernardo Wealth Planning LLC History No change 934 488 0.08% 0.08% 883 0 0.0% Q2 2026 Jul 27, 2026
Eagle Strategies LLC History No change 934 488 0.05% 0.05% 884 0 0.0% Q2 2026 Jul 21, 2026
Navigation Group, LLC History No change 936 488 0.09% 0.09% 885 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History No change 928 484 0.03% 0.03% 886 0 0.0% Q2 2026 Jul 16, 2026
GenTrust, LLC History No change 923 483 0.02% 0.02% 887 0 0.0% Q2 2026 Aug 06, 2026
W ADVISORS, LLC History No change 926 483 0.22% 0.22% 888 0 0.0% Q2 2026 Jul 31, 2026
Armbruster Capital Management, Inc. History No change 923 482 0.07% 0.07% 889 0 0.0% Q2 2026 Jul 16, 2026
CGN Advisors LLC History No change 920 480 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 06, 2026
Prosperity Consulting Group, LLC History No change 919 480 0.02% 0.02% 891 0 0.0% Q2 2026 Aug 13, 2026
Hubbell Strickland Wealth Management, LLC History No change 914 477 0.17% 0.17% 892 0 0.0% Q2 2026 Jul 29, 2026
Alteri Wealth LLC History No change 913 476 0.13% 0.13% 893 0 0.0% Q2 2026 Jul 29, 2026
WELCH & FORBES LLC History No change 911 475 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 30, 2026
Diversified Trust Co History No change 906 473 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 17, 2026
Schrum Private Wealth Management LLC History No change 1,179 471 0.48% 0.48% 896 0 0.0% Q2 2026 Aug 10, 2026
Hayek Kallen Investment Management History No change 898 469 0.14% 0.14% 897 0 0.0% Q2 2026 Aug 17, 2026
Traction Financial Partners, LLC History No change 894 467 0.25% 0.25% 898 0 0.0% Q2 2026 Aug 13, 2026
Clare Market Investments LLC History No change 891 465 0.08% 0.08% 899 0 0.0% Q2 2026 Jul 27, 2026
Regatta Research & Money Management History No change 885 461 0.44% 0.44% 900 0 0.0% Q2 2026 Aug 11, 2026
MERIDIAN MANAGEMENT CO History No change 877 458 0.1% 0.1% 901 0 0.0% Q2 2026 Aug 04, 2026
Winthrop Advisory Group LLC History No change 877 457 0.03% 0.03% 902 0 0.0% Q2 2026 Jul 17, 2026
Kapstone Financial Advisors LLC History No change 869 453 0.19% 0.19% 903 0 0.0% Q2 2026 Aug 07, 2026
PATTEN & PATTEN INC/TN History No change 866 452 0.02% 0.02% 904 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Advisory, LLC History No change 864 451 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 29, 2026
Davidson Capital Management Inc. History No change 862 450 0.07% 0.07% 906 0 0.0% Q2 2026 Jul 28, 2026
Leeward Financial Partners, LLC History No change 859 448 0.12% 0.12% 907 0 0.0% Q2 2026 Aug 06, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 859 448 0.26% 0.26% 908 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC SUN FINANCIAL CORP History No change 854 446 0.18% 0.18% 909 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 854 446 0.04% 0.04% 910 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON DAVIS & CO., INC. History No change 850 444 0.27% 0.27% 911 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 847 442 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 30, 2026
Freedom Financial Partners LLC History No change 847 442 0.14% 0.14% 913 0 0.0% Q2 2026 Aug 06, 2026
WESPAC Advisors, LLC History No change 842 439 0.21% 0.21% 914 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 839 438 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 840 438 0.03% 0.03% 916 0 0.0% Q2 2026 Jul 17, 2026
Unique Wealth Strategies, LLC History No change 840 438 0.16% 0.16% 917 0 0.0% Q2 2026 Jul 15, 2026
WNY Asset Management, LLC History No change 837 437 0.04% 0.04% 918 0 0.0% Q2 2026 Aug 17, 2026
Wiser Advisor Group LLC History No change 837 437 0.48% 0.48% 919 0 0.0% Q2 2026 Aug 14, 2026
KFG WEALTH MANAGEMENT, LLC History No change 834 435 0.05% 0.05% 920 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 827 432 0.02% 0.02% 921 0 0.0% Q2 2026 Jul 23, 2026
Centennial Wealth Advisory LLC History No change 828 432 0.09% 0.09% 922 0 0.0% Q2 2026 Jul 13, 2026
Grantvest Financial Group LLC History No change 826 431 0.25% 0.25% 923 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 824 430 0.1% 0.1% 924 0 0.0% Q2 2026 Jul 09, 2026
Everhart Financial Group, Inc. History No change 823 429 0.03% 0.03% 925 0 0.0% Q2 2026 Jul 08, 2026
Empirical Asset Management, LLC History No change 822 429 0.1% 0.1% 926 0 0.0% Q2 2026 Aug 10, 2026
Slagle Financial, LLC History No change 822 429 0.13% 0.13% 927 0 0.0% Q2 2026 Jul 29, 2026
Penobscot Investment Management Company, Inc. History No change 820 428 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 24, 2026
CPC Advisors, LLC History No change 819 427 0.06% 0.06% 929 0 0.0% Q2 2026 Jul 24, 2026
SEVEN MILE ADVISORY History No change 817 427 0.29% 0.29% 930 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 814 425 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 13, 2026
Annandale Capital, LLC History No change 813 425 0.06% 0.06% 932 0 0.0% Q2 2026 Aug 13, 2026
Alternative Investment Advisors, LLC. History No change 813 425 0.16% 0.16% 933 0 0.0% Q2 2026 Aug 31, 2026
FLOYD FINANCIAL GROUP LLC History No change 807 423 0.28% 0.28% 934 0 0.0% Q2 2026 Jul 22, 2026
Marshall Financial Group, LLC History No change 808 422 0.06% 0.06% 935 0 0.0% Q2 2026 Jul 17, 2026
Alpha Advisors, LLC/VA History No change 808 422 0.32% 0.32% 936 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 805 421 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 05, 2026
Advisors Capital Management, LLC History No change 806 421 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 802 419 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 14, 2026
Pacific Center for Financial Services History No change 802 418 0.09% 0.09% 940 0 0.0% Q2 2026 Aug 05, 2026
Dale Q Rice Investment Management Ltd History No change 800 417 0.23% 0.23% 941 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Planning, Inc. History No change 794 414 0.09% 0.09% 942 0 0.0% Q2 2026 Jul 10, 2026
One Capital Management, LLC History No change 890 412 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 13, 2026
Goldstone Financial Group, LLC History No change 788 411 0.04% 0.04% 944 0 0.0% Q2 2026 Aug 11, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 785 410 0.36% 0.36% 945 0 0.0% Q2 2026 Aug 05, 2026
Smith Thornton Advisors LLC History No change 779 408 0.18% 0.18% 946 0 0.0% Q2 2026 Jul 14, 2026
Legacy Edge Advisors, LLC History No change 781 408 0.04% 0.04% 947 0 0.0% Q2 2026 Aug 11, 2026
Turtle Creek Wealth Advisors, LLC History No change 781 407 0.02% 0.02% 948 0 0.0% Q2 2026 Jul 27, 2026
Parisi Gray Wealth Management History No change 774 404 0.08% 0.08% 949 0 0.0% Q2 2026 Jul 09, 2026
Revisor Wealth Management LLC History No change 772 404 0.1% 0.1% 950 0 0.0% Q2 2026 Jul 21, 2026
Aspire Capital Advisors LLC History No change 773 403 0.08% 0.08% 951 0 0.0% Q2 2026 Aug 05, 2026
MONEY CONCEPTS CAPITAL CORP History No change 771 402 0.02% 0.02% 952 0 0.0% Q2 2026 Aug 04, 2026
Ranch Capital Advisors Inc. History No change 769 401 0.13% 0.13% 953 0 0.0% Q2 2026 Aug 03, 2026
AGF MANAGEMENT LTD History No change 765 399 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 10, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 762 398 0.11% 0.11% 955 0 0.0% Q2 2026 Jul 09, 2026
Allspring Global Investments Holdings, LLC History No change 760 397 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 759 396 0.04% 0.04% 957 0 0.0% Q2 2026 Jul 09, 2026
ASPIRIANT, LLC History No change 758 395 0.01% 0.01% 958 0 0.0% Q2 2026 Jul 20, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 757 395 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 05, 2026
Canal Capital Management, LLC History No change 756 395 0.05% 0.05% 960 0 0.0% Q2 2026 Jul 28, 2026
First Citizens Financial Corp History No change 775 394 0.17% 0.17% 961 0 0.0% Q3 2026 Oct 02, 2026
SONATA CAPITAL GROUP INC History No change 750 391 0.13% 0.13% 962 0 0.0% Q2 2026 Jul 24, 2026
Coastal Bridge Advisors, LLC History No change 750 391 0.02% 0.02% 963 0 0.0% Q2 2026 Aug 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 747 390 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 748 390 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 07, 2026
Convergence Financial, LLC History No change 749 390 0.03% 0.03% 966 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 745 389 0.04% 0.04% 967 0 0.0% Q2 2026 Jul 27, 2026
PCG Wealth Advisors, LLC History No change 745 389 0.09% 0.09% 968 0 0.0% Q2 2026 Aug 03, 2026
PDS Planning, Inc History No change 744 388 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 05, 2026
Axiom Investment Management LLC History No change 743 387 0.26% 0.26% 970 0 0.0% Q2 2026 Jul 30, 2026
ELLERSON GROUP INC /ADV History No change 740 386 0.23% 0.23% 971 0 0.0% Q2 2026 Jul 31, 2026
RWA WEALTH PARTNERS, LLC History No change 739 386 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 739 386 0.04% 0.04% 973 0 0.0% Q2 2026 Jul 31, 2026
EverSource Wealth Advisors, LLC History No change 738 385 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 24, 2026
4WEALTH ADVISORS, INC. History No change 739 385 0.3% 0.3% 975 0 0.0% Q2 2026 Jul 17, 2026
Lakeshore Capital Group, Inc. History No change 736 384 0.28% 0.28% 976 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors Wealth Management, LLC History No change 732 382 0.04% 0.04% 977 0 0.0% Q2 2026 Jul 23, 2026
Keebeck Wealth Management History No change 730 381 0.04% 0.04% 978 0 0.0% Q2 2026 Aug 11, 2026
BSW Wealth Partners History No change 727 379 0.04% 0.04% 979 0 0.0% Q2 2026 Jul 15, 2026
HHM Wealth Advisors, LLC History No change 723 377 0.04% 0.04% 980 0 0.0% Q2 2026 Jul 13, 2026
Blue Trust, Inc. History No change 722 377 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 21, 2026
Waldron Private Wealth LLC History No change 721 376 0.01% 0.01% 982 0 0.0% Q2 2026 Jul 20, 2026
Retirement Planning Co of New England, Inc. History No change 720 376 0.14% 0.14% 983 0 0.0% Q2 2026 Jul 30, 2026
Pine Valley Investments Ltd Liability Co History No change 715 374 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 24, 2026
High Note Wealth, LLC History No change 715 373 0.06% 0.06% 985 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History No change 709 372 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 13, 2026
M3 Advisory Group, LLC History No change 713 372 0.19% 0.19% 987 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History No change 712 371 0.07% 0.07% 988 0 0.0% Q2 2026 Jul 22, 2026
Boreal Capital Management LLC History No change 710 370 0.28% 0.28% 989 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 706 368 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 07, 2026
Weil Company, Inc. History No change 704 367 0.06% 0.06% 991 0 0.0% Q2 2026 Aug 05, 2026
Gryphon Financial Partners LLC History No change 704 367 0.03% 0.03% 992 0 0.0% Q2 2026 Aug 05, 2026
Front Row Advisors LLC History No change 683 366 0.11% 0.11% 993 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 701 366 0.03% 0.03% 994 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 700 365 0.03% 0.03% 995 0 0.0% Q2 2026 Aug 04, 2026
Narus Financial Partners, LLC History No change 700 365 0.09% 0.09% 996 0 0.0% Q2 2026 Jul 31, 2026
Ignite Planners, LLC History No change 699 365 0.05% 0.05% 997 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 700 365 0.04% 0.04% 998 0 0.0% Q2 2026 Jul 10, 2026
Crestwood Advisors Group, LLC History No change 697 364 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 694 362 0.05% 0.05% 1000 0 0.0% Q2 2026 Jul 27, 2026
X-Square Capital, LLC History No change 692 362 0.09% 0.09% 1001 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History No change 690 360 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 05, 2026
Francis Financial, Inc. History No change 691 360 0.06% 0.06% 1003 0 0.0% Q2 2026 Aug 10, 2026
ShankerValleau Wealth Advisors, Inc. History No change 690 360 0.09% 0.09% 1004 0 0.0% Q2 2026 Jul 09, 2026
Aldebaran Financial Inc. History No change 688 359 0.29% 0.29% 1005 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 685 358 0.04% 0.04% 1006 0 0.0% Q2 2026 Jul 09, 2026
Inspire Advisors, LLC History No change 686 358 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 679 355 0.01% 0.01% 1008 0 0.0% Q2 2026 Aug 05, 2026
Chemistry Wealth Management LLC History No change 678 354 0.06% 0.06% 1009 0 0.0% Q2 2026 Jul 09, 2026
Sherman Wealth Management LLC History No change 679 354 0.27% 0.27% 1010 0 0.0% Q2 2026 Jul 09, 2026
INGALLS & SNYDER LLC History No change 673 352 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 14, 2026
Appalachian Capital Management Ltd History No change 672 351 0.25% 0.25% 1012 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 752 348 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 09, 2026
SoundView Advisors Inc. History No change 665 347 0.11% 0.11% 1014 0 0.0% Q2 2026 Jul 31, 2026
JB Capital LLC History No change 664 346 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 29, 2026
Dorsey & Whitney Trust CO LLC History No change 662 345 0.02% 0.02% 1016 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 660 345 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 705 342 0.09% 0.09% 1018 0 0.0% Q2 2026 Jul 24, 2026
Smith Salley Wealth Management History No change 655 341 0.01% 0.01% 1019 0 0.0% Q2 2026 Jul 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 653 340 0.11% 0.11% 1020 0 0.0% Q2 2026 Jul 23, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History No change 650 339 0.01% 0.01% 1021 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 650 339 0.02% 0.02% 1022 0 0.0% Q2 2026 Jul 28, 2026
Sequent Asset Management, LLC History No change 650 339 0.14% 0.14% 1023 0 0.0% Q2 2026 Jul 21, 2026
Rehmann Capital Advisory Group History No change 650 339 0.02% 0.02% 1024 0 0.0% Q2 2026 Aug 20, 2026
Councilmark Asset Management, LLC History No change 650 339 0.18% 0.18% 1025 0 0.0% Q2 2026 Aug 11, 2026
One Charles Private Wealth Services, LLC History No change 646 337 0.08% 0.08% 1026 0 0.0% Q2 2026 Jul 15, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 646 337 0.04% 0.04% 1027 0 0.0% Q2 2026 Jul 20, 2026
STEVENS CAPITAL PARTNERS History No change 646 337 0.06% 0.06% 1028 0 0.0% Q2 2026 Aug 07, 2026
CADINHA & CO LLC History No change 645 336 0.05% 0.05% 1029 0 0.0% Q2 2026 Jul 28, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 644 336 0.16% 0.16% 1030 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History Added to 658 335 0.01% 0.01% 1031 +118 21.85% Q3 2026 Oct 02, 2026
Tactive Advisors, LLC History No change 642 335 0.08% 0.08% 1032 0 0.0% Q2 2026 Jul 08, 2026
CHAPIN DAVIS, INC. History No change 641 334 0.06% 0.06% 1033 0 0.0% Q2 2026 Jul 07, 2026
GW&K Investment Management, LLC History No change 639 334 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 12, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 639 333 0.11% 0.11% 1035 0 0.0% Q2 2026 Jul 15, 2026
MIRAMONTES CAPITAL, LLC History No change 636 332 0.1% 0.1% 1036 0 0.0% Q2 2026 Sep 09, 2026
Vigilare Wealth Management History No change 634 331 0.1% 0.1% 1037 0 0.0% Q2 2026 Jul 06, 2026
PCG ASSET MANAGEMENT, LLC History No change 628 329 0.24% 0.24% 1038 0 0.0% Q2 2026 Jul 27, 2026
Accredited Investors Inc. History No change 628 328 0.01% 0.01% 1039 0 0.0% Q2 2026 Jul 21, 2026
Nautilus Advisors LLC History Added to 644 327 0.2% 0.2% 1042 +2 0.31% Q3 2026 Oct 06, 2026
Dunhill Financial, LLC History No change 627 327 0.07% 0.07% 1040 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 627 327 0.02% 0.02% 1041 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 624 326 0.05% 0.05% 1043 0 0.0% Q2 2026 Aug 05, 2026
Tulsa Wealth Advisors, INC History No change 626 326 0.05% 0.05% 1044 0 0.0% Q2 2026 Aug 06, 2026
BEACON INVESTMENT ADVISORS LLC History No change 621 324 0.1% 0.1% 1045 0 0.0% Q2 2026 Aug 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 620 323 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 03, 2026
MONECO ADVISORS, LLC History No change 620 323 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 11, 2026
Harbour Trust & Investment Management Co History No change 620 323 0.03% 0.03% 1048 0 0.0% Q2 2026 Jul 28, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 615 322 0.18% 0.18% 1049 0 0.0% Q2 2026 Aug 07, 2026
Signet Private Wealth LLC History No change 617 322 0.26% 0.26% 1050 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 614 321 0.03% 0.03% 1051 0 0.0% Q2 2026 Jul 09, 2026
O'ROURKE & COMPANY, Inc History No change 615 321 0.11% 0.11% 1052 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 616 321 0.14% 0.14% 1053 0 0.0% Q2 2026 Jul 29, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 616 321 0.23% 0.23% 1054 0 0.0% Q2 2026 Aug 10, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 614 320 0.15% 0.15% 1055 0 0.0% Q2 2026 Jul 29, 2026
EXCALIBUR MANAGEMENT CORP History No change 612 319 0.11% 0.11% 1056 0 0.0% Q2 2026 Aug 03, 2026
AVALON CAPITAL MANAGEMENT History No change 611 319 0.08% 0.08% 1057 0 0.0% Q2 2026 Jul 16, 2026
DSG Capital Advisors, LLC History No change 608 319 0.05% 0.05% 1058 0 0.0% Q2 2026 Aug 06, 2026
Markowski Investments History No change 611 319 0.07% 0.07% 1059 0 0.0% Q2 2026 Aug 13, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 608 317 0.23% 0.23% 1060 0 0.0% Q2 2026 Jul 24, 2026
STOCK YARDS BANK & TRUST CO History No change 605 316 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 19, 2026
Biltmore Family Office, LLC History No change 600 314 0.04% 0.04% 1062 0 0.0% Q2 2026 Aug 12, 2026
Harbor Group, Inc. History No change 603 314 0.04% 0.04% 1063 0 0.0% Q2 2026 Jul 22, 2026
Heritage Wealth Advisors History No change 600 313 0.01% 0.01% 1064 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 600 313 0.12% 0.12% 1065 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 600 313 0.12% 0.12% 1066 0 0.0% Q2 2026 Jul 06, 2026
Obermeyer Wealth Partners History No change 596 311 0.01% 0.01% 1067 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Private Wealth, LLC History No change 596 311 0.19% 0.19% 1068 0 0.0% Q2 2026 Aug 11, 2026
BFSG, LLC History No change 594 310 0.03% 0.03% 1069 0 0.0% Q2 2026 Jul 20, 2026
Meridian Wealth Advisors, LLC History No change 595 310 0.04% 0.04% 1070 0 0.0% Q2 2026 Aug 14, 2026
SJBENEN ADVISORY, LLC History No change 590 309 0.18% 0.18% 1071 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 590 308 0.04% 0.04% 1072 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 592 308 0.24% 0.24% 1073 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 589 307 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 587 306 0.03% 0.03% 1075 0 0.0% Q2 2026 Jul 16, 2026
Total Clarity Wealth Management, Inc. History No change 587 306 0.06% 0.06% 1076 0 0.0% Q2 2026 Jul 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 585 306 0.0% 0.0% 1077 0 0.0% Q2 2026 Jul 24, 2026
CITY HOLDING CO History No change 584 305 0.03% 0.03% 1078 0 0.0% Q2 2026 Jul 10, 2026
Wellington Shields & Co., LLC History No change 585 305 0.07% 0.07% 1079 0 0.0% Q2 2026 Aug 10, 2026
KFA Private Wealth Group, LLC History No change 595 303 0.07% 0.07% 1080 0 0.0% Q3 2026 Oct 07, 2026
Mystic Asset Management, Inc. History No change 581 303 0.06% 0.06% 1081 0 0.0% Q2 2026 Aug 11, 2026
Selby Wealth Management, LLC History No change 578 301 0.11% 0.11% 1082 0 0.0% Q2 2026 Jul 09, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 576 300 0.07% 0.07% 1083 0 0.0% Q2 2026 Aug 14, 2026
BNC WEALTH MANAGEMENT, LLC History No change 574 300 0.07% 0.07% 1084 0 0.0% Q2 2026 Jul 21, 2026
Meridian Financial Advisors, LLC History No change 575 300 0.14% 0.14% 1085 0 0.0% Q2 2026 Jul 22, 2026
Clark Asset Management, LLC History No change 573 299 0.02% 0.02% 1086 0 0.0% Q2 2026 Jul 07, 2026
Fort Point Capital Partners LLC History No change 569 298 0.02% 0.02% 1087 0 0.0% Q2 2026 Aug 14, 2026
VISTA CAPITAL PARTNERS, INC. History No change 569 297 0.03% 0.03% 1088 0 0.0% Q2 2026 Jul 23, 2026
SBI Okasan Asset Management Co.Ltd. History No change 570 297 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 21, 2026
Brand Asset Management Group, Inc. History No change 570 297 0.07% 0.07% 1090 0 0.0% Q2 2026 Aug 12, 2026
Van Hulzen Asset Management, LLC History No change 565 295 0.02% 0.02% 1091 0 0.0% Q2 2026 Aug 13, 2026
Hurlow Wealth Management Group, Inc. History No change 566 295 0.06% 0.06% 1092 0 0.0% Q2 2026 Aug 05, 2026
Accelerate Investment Advisors LLC History No change 565 295 0.17% 0.17% 1093 0 0.0% Q2 2026 Aug 12, 2026
55 North Private Wealth, LLC History No change 565 295 0.06% 0.06% 1094 0 0.0% Q2 2026 Jul 07, 2026
Maltin Wealth Management, Inc. History No change 564 294 0.1% 0.1% 1095 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 578 293 0.08% 0.1% 1096 -163 -22.0% Q3 2026 Oct 02, 2026
Tull Financial Group, Inc. History No change 563 293 0.11% 0.11% 1097 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History No change 560 292 0.01% 0.01% 1098 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 557 290 0.01% 0.01% 1099 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 556 290 0.0% 0.0% 1100 0 0.0% Q2 2026 Sep 23, 2026
Citizens National Bank Trust Department History No change 555 289 0.04% 0.04% 1101 0 0.0% Q2 2026 Jul 22, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 553 288 0.02% 0.02% 1102 0 0.0% Q2 2026 Jul 29, 2026
Key FInancial Inc History No change 553 288 0.05% 0.05% 1103 0 0.0% Q2 2026 Jul 24, 2026
Topsail Wealth Management, LLC History No change 550 288 0.04% 0.04% 1104 0 0.0% Q2 2026 Aug 13, 2026
Peak Wealth Management LLC History No change 552 288 0.2% 0.2% 1105 0 0.0% Q2 2026 Jul 14, 2026
HM PAYSON & CO History No change 550 287 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 17, 2026
FAYEZ SAROFIM & CO History No change 550 287 0.0% 0.0% 1107 0 0.0% Q2 2026 Aug 14, 2026
Rockingstone Advisors LLC History No change 550 287 0.12% 0.12% 1108 0 0.0% Q2 2026 Jul 13, 2026
Plante Moran Financial Advisors, LLC History No change 548 286 0.01% 0.01% 1109 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 549 286 0.03% 0.03% 1110 0 0.0% Q2 2026 Jul 13, 2026
IBEX WEALTH ADVISORS History No change 547 285 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History No change 544 284 0.0% 0.0% 1112 0 0.0% Q2 2026 Jul 13, 2026
Pure Financial Advisors, LLC History No change 543 283 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 644 283 0.02% 0.02% 1114 0 0.0% Q2 2026 Aug 14, 2026
RPS ADVISORY SOLUTIONS LLC History No change 540 282 0.19% 0.19% 1115 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Retirement Investments LLC History No change 538 281 0.08% 0.08% 1116 0 0.0% Q2 2026 Aug 03, 2026
WealthShield Partners, LLC History No change 535 280 0.04% 0.04% 1117 0 0.0% Q2 2026 Aug 12, 2026
Northstar Group, Inc. History No change 534 279 0.04% 0.04% 1118 0 0.0% Q2 2026 Aug 03, 2026
WEALTHSPAN PARTNERS, LLC History No change 535 279 0.09% 0.09% 1119 0 0.0% Q2 2026 Aug 06, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 533 278 0.01% 0.01% 1120 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Financial Services, LLC History No change 532 277 0.04% 0.04% 1121 0 0.0% Q2 2026 Jul 15, 2026
Trust Co History No change 530 276 0.02% 0.02% 1122 0 0.0% Q2 2026 Jul 10, 2026
ENTREWEALTH, LLC History No change 514 276 0.1% 0.1% 1123 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 530 276 0.06% 0.06% 1124 0 0.0% Q2 2026 Jul 31, 2026
Bridgewealth Advisory Group, LLC History No change 525 274 0.05% 0.05% 1125 0 0.0% Q2 2026 Jul 27, 2026
Financial Synergies Wealth Advisors, Inc. History No change 525 274 0.02% 0.02% 1126 0 0.0% Q2 2026 Jul 17, 2026
Capital Asset Advisory Services LLC History No change 524 273 0.01% 0.01% 1127 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 524 273 0.01% 0.01% 1128 0 0.0% Q2 2026 Aug 11, 2026
NorthCoast Asset Management LLC History No change 522 272 0.01% 0.01% 1129 0 0.0% Q2 2026 Aug 12, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 511 271 0.08% 0.08% 1130 0 0.0% Q2 2026 Jul 10, 2026
Elite Life Management LLC History No change 500 271 0.32% 0.32% 1131 0 0.0% Q2 2026 Aug 06, 2026
Flavin Financial Services, Inc. History No change 519 271 0.15% 0.15% 1132 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 519 271 0.02% 0.02% 1133 0 0.0% Q2 2026 Aug 05, 2026
Blue Fin Capital, Inc. History No change 515 269 0.04% 0.04% 1134 0 0.0% Q2 2026 Aug 04, 2026
Whitcomb & Hess, Inc. History No change 528 268 0.06% 0.06% 1135 0 0.0% Q3 2026 Oct 07, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 514 268 0.05% 0.05% 1136 0 0.0% Q2 2026 Aug 06, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 512 267 0.04% 0.04% 1137 0 0.0% Q2 2026 Jul 24, 2026
CIBC Asset Management Inc History No change 510 266 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 03, 2026
Stonebridge Capital Advisors LLC History No change 510 266 0.02% 0.02% 1139 0 0.0% Q2 2026 Aug 12, 2026
Cardinal Point Capital Management ULC History No change 510 266 0.02% 0.02% 1140 0 0.0% Q2 2026 Jul 14, 2026
Wisconsin Wealth Advisors, LLC History No change 508 265 0.23% 0.23% 1141 0 0.0% Q2 2026 Jul 07, 2026
Basepoint Wealth LLC History No change 509 265 0.15% 0.15% 1142 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIENT ADVISORS LLC History No change 504 264 0.04% 0.04% 1143 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Partners LLC History No change 507 264 0.06% 0.06% 1144 0 0.0% Q2 2026 Aug 05, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 505 263 0.11% 0.11% 1145 0 0.0% Q2 2026 Aug 11, 2026
LFA - Lugano Financial Advisors SA History No change 500 261 0.16% 0.16% 1146 0 0.0% Q2 2026 Jul 28, 2026
Great Diamond Partners, LLC History No change 500 261 0.04% 0.04% 1147 0 0.0% Q2 2026 Jul 17, 2026
PING CAPITAL MANAGEMENT, INC. History No change 500 261 0.07% 0.07% 1148 0 0.0% Q2 2026 Jul 20, 2026
ACT WEALTH MANAGEMENT, LLC History No change 500 261 0.08% 0.08% 1149 0 0.0% Q2 2026 Jul 07, 2026
Galvin, Gaustad & Stein, LLC History No change 500 261 0.02% 0.02% 1150 0 0.0% Q2 2026 Jul 29, 2026
Register Financial Advisors LLC History No change 500 261 0.08% 0.08% 1151 0 0.0% Q2 2026 Jul 15, 2026
BlueCrest Capital Management Ltd History No change 498 260 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 14, 2026
Axecap Investments, LLC History No change 498 260 0.14% 0.14% 1153 0 0.0% Q2 2026 Aug 10, 2026
San Luis Wealth Advisors LLC History No change 495 258 0.04% 0.04% 1154 0 0.0% Q2 2026 Jul 16, 2026
ABLE Financial Group, LLC History No change 495 258 0.04% 0.04% 1155 0 0.0% Q2 2026 Jul 22, 2026
Ayalon Insurance Comp Ltd. History No change 502 256 0.02% 0.03% 1156 0 0.0% Q3 2026 Oct 08, 2026
IFS Advisors, LLC History No change 491 256 0.12% 0.12% 1157 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 555 256 0.03% 0.03% 1158 0 0.0% Q2 2026 Aug 05, 2026
Independent Solutions Wealth Management, LLC History No change 488 254 0.03% 0.03% 1159 0 0.0% Q2 2026 Jul 29, 2026
EWA, LLC History No change 488 254 0.05% 0.05% 1160 0 0.0% Q2 2026 Jul 14, 2026
Sharp Wealth Advisory, LLC History No change 485 253 0.12% 0.12% 1161 0 0.0% Q2 2026 Jul 24, 2026
Prasad Wealth Partners, LLC History No change 483 252 0.06% 0.06% 1162 0 0.0% Q2 2026 Jul 29, 2026
FIRST UNITED BANK & TRUST History No change 481 251 0.07% 0.07% 1163 0 0.0% Q2 2026 Jul 20, 2026
Glassman Wealth Services History No change 482 251 0.03% 0.03% 1164 0 0.0% Q2 2026 Aug 05, 2026
Seneca Financial Advisors LLC History No change 481 251 0.07% 0.07% 1165 0 0.0% Q2 2026 Jul 27, 2026
MinichMacGregor Wealth Management, LLC History No change 480 250 0.04% 0.04% 1166 0 0.0% Q2 2026 Jul 16, 2026
ASHTON THOMAS SECURITIES, LLC History No change 476 248 0.04% 0.04% 1167 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 475 248 0.06% 0.06% 1168 0 0.0% Q2 2026 Jul 13, 2026
Moment Partners, LLC History No change 475 248 0.04% 0.04% 1169 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 474 247 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 474 247 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 28, 2026
TCFG Investment Advisors, LLC History No change 472 246 0.08% 0.08% 1172 0 0.0% Q2 2026 Jul 17, 2026
Bogart Wealth, LLC History No change 470 245 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 24, 2026
TigerOak Management, L.L.C. History No change 469 245 0.07% 0.07% 1174 0 0.0% Q2 2026 Aug 11, 2026
Werba Rubin Papier Wealth Management History No change 467 244 0.03% 0.03% 1175 0 0.0% Q2 2026 Jul 27, 2026
Integrity Wealth Solutions LLC History No change 467 244 0.09% 0.09% 1176 0 0.0% Q2 2026 Jul 30, 2026
Fairvoy Private Wealth, LLC History No change 468 244 0.05% 0.05% 1177 0 0.0% Q2 2026 Jul 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 466 243 0.03% 0.03% 1178 0 0.0% Q2 2026 Jul 20, 2026
Summit Place Financial Advisors, LLC History No change 467 243 0.11% 0.11% 1179 0 0.0% Q2 2026 Jul 29, 2026
JDH Wealth Management, LLC History No change 466 243 0.15% 0.15% 1180 0 0.0% Q2 2026 Jul 22, 2026
Haverford Trust Co History No change 464 242 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 463 241 0.0% 0.0% 1182 0 0.0% Q2 2026 Aug 12, 2026
Evensky & Katz LLC History No change 462 241 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 463 241 0.05% 0.05% 1184 0 0.0% Q2 2026 Aug 05, 2026
Octavia Wealth Advisors, LLC History No change 462 241 0.02% 0.02% 1185 0 0.0% Q2 2026 Jul 14, 2026
Howard Capital Management, LLC History No change 458 239 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 459 239 0.02% 0.02% 1187 0 0.0% Q2 2026 Aug 11, 2026
Bison Wealth, LLC History No change 451 239 0.02% 0.02% 1188 0 0.0% Q2 2026 Jul 07, 2026
Rockline Wealth Management, LLC History No change 459 239 0.05% 0.05% 1189 0 0.0% Q2 2026 Jul 24, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 451 236 0.06% 0.06% 1190 0 0.0% Q2 2026 Jul 23, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 465 236 0.15% 0.15% 1191 0 0.0% Q3 2026 Oct 07, 2026
Cherry Tree Wealth Management, LLC History No change 450 235 0.04% 0.04% 1192 0 0.0% Q2 2026 Sep 15, 2026
Disciplined Investors, L.L.C. History No change 450 235 0.12% 0.12% 1193 0 0.0% Q2 2026 Aug 11, 2026
Gaddis Premier Wealth Advisors LLC History No change 451 235 0.14% 0.14% 1194 0 0.0% Q2 2026 Aug 04, 2026
Capital Square, LLC History No change 444 233 0.1% 0.1% 1195 0 0.0% Q2 2026 Aug 12, 2026
J. Derek Lewis & Associates Inc. History No change 447 233 0.04% 0.04% 1196 0 0.0% Q2 2026 Jul 31, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 444 231 0.05% 0.05% 1197 0 0.0% Q2 2026 Aug 14, 2026
MATAURO, LLC History No change 442 231 0.03% 0.03% 1198 0 0.0% Q2 2026 Jul 21, 2026
Steigerwald, Gordon & Koch Inc. History No change 442 230 0.02% 0.02% 1199 0 0.0% Q2 2026 Jul 22, 2026
Talisman Wealth Advisors LLC History No change 441 230 0.17% 0.17% 1200 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 440 229 0.02% 0.02% 1201 0 0.0% Q2 2026 Jul 30, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 440 229 0.04% 0.04% 1202 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 440 229 0.01% 0.01% 1203 0 0.0% Q2 2026 Aug 07, 2026
Wealth Advisory Solutions, LLC History No change 440 229 0.05% 0.05% 1204 0 0.0% Q2 2026 Jul 24, 2026
KWB Wealth History No change 437 228 0.02% 0.02% 1205 0 0.0% Q2 2026 Jul 10, 2026
Align Financial, LLC History No change 438 228 0.11% 0.11% 1206 0 0.0% Q2 2026 Jul 27, 2026
Talon Private Wealth, LLC History No change 434 226 0.03% 0.03% 1207 0 0.0% Q2 2026 Sep 11, 2026
Platform Technology Partners History No change 432 225 0.04% 0.04% 1208 0 0.0% Q2 2026 Jul 24, 2026
WEST MICHIGAN ADVISORS, LLC History No change 431 225 0.04% 0.04% 1209 0 0.0% Q2 2026 Aug 21, 2026
Mustard Seed Financial, LLC History No change 431 225 0.12% 0.12% 1210 0 0.0% Q2 2026 Aug 05, 2026
Opulen Financial Group LLC History No change 433 225 0.14% 0.14% 1211 0 0.0% Q2 2026 Jul 27, 2026
Nuveen, LLC History No change 430 224 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 11, 2026
Holland Advisory Services, Inc. History No change 430 224 0.25% 0.25% 1213 0 0.0% Q2 2026 Jul 13, 2026
Prepared Retirement Institute LLC History No change 430 224 0.1% 0.1% 1214 0 0.0% Q2 2026 Aug 10, 2026
MKD WEALTH COACHES, LLC History No change 428 223 0.19% 0.19% 1215 0 0.0% Q2 2026 Jul 14, 2026
Advisor OS, LLC History No change 428 223 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 428 223 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 03, 2026
PMG Family Office LLC History No change 426 223 0.21% 0.21% 1218 0 0.0% Q2 2026 Jul 16, 2026
Powerhouse Assets LLC History No change 425 222 0.18% 0.18% 1219 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 427 222 0.05% 0.05% 1220 0 0.0% Q2 2026 Jul 10, 2026
Planning Center, Inc. History No change 425 222 0.02% 0.02% 1221 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Financial Group, Inc. History No change 425 222 0.07% 0.07% 1222 0 0.0% Q2 2026 Jul 28, 2026
RiverTree Advisors, LLC History No change 422 220 0.13% 0.13% 1223 0 0.0% Q2 2026 Jul 22, 2026
GARRISON BRADFORD & ASSOCIATES INC History No change 416 219 0.24% 0.24% 1224 0 0.0% Q2 2026 Jul 28, 2026
Indiana Trust & Investment Management Co History No change 421 219 0.06% 0.06% 1225 0 0.0% Q2 2026 Jul 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 420 219 0.03% 0.03% 1226 0 0.0% Q2 2026 Jul 20, 2026
Hudson Value Partners, LLC History No change 420 219 0.05% 0.05% 1227 0 0.0% Q2 2026 Jul 10, 2026
Howard Capital Management Group, LLC History No change 420 219 0.01% 0.01% 1228 0 0.0% Q2 2026 Jul 16, 2026
Calder Financial LLC History No change 419 219 0.21% 0.21% 1229 0 0.0% Q2 2026 Jul 07, 2026
Fund Advisors of America Inc/FL History No change 420 219 0.2% 0.2% 1230 0 0.0% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History No change 416 217 0.06% 0.06% 1231 0 0.0% Q2 2026 Aug 13, 2026
Thrive Capital Management, LLC History No change 415 217 0.04% 0.04% 1232 0 0.0% Q2 2026 Aug 05, 2026
Carrera Capital Advisors History No change 414 217 0.03% 0.03% 1233 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History No change 414 216 0.0% 0.0% 1234 0 0.0% Q2 2026 Jul 27, 2026
DEUTSCHE BANK AG\ History No change 415 216 0.0% 0.0% 1235 0 0.0% Q2 2026 Aug 07, 2026
GW HENSSLER & ASSOCIATES LTD History No change 415 216 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 414 216 0.05% 0.05% 1237 0 0.0% Q2 2026 Jul 27, 2026
GARRISON POINT ADVISORS, LLC History No change 414 216 0.09% 0.09% 1238 0 0.0% Q2 2026 Jul 31, 2026
Berger Financial Group, Inc History No change 414 216 0.01% 0.01% 1239 0 0.0% Q2 2026 Aug 04, 2026
Rodgers & Associates, LTD History No change 415 216 0.02% 0.02% 1240 0 0.0% Q2 2026 Jul 21, 2026
WPWealth LLP History No change 414 216 0.03% 0.03% 1241 0 0.0% Q2 2026 Aug 10, 2026
Advus Financial Partners, LLC History No change 412 216 0.06% 0.06% 1242 0 0.0% Q2 2026 Oct 02, 2026
Texas Yale Capital Corp. History No change 413 215 0.0% 0.0% 1243 0 0.0% Q2 2026 Aug 12, 2026
Pasadena Private Wealth, LLC History No change 412 215 0.03% 0.03% 1244 0 0.0% Q2 2026 Aug 10, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 413 215 0.07% 0.07% 1245 0 0.0% Q2 2026 Jul 21, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 412 215 0.04% 0.04% 1246 0 0.0% Q2 2026 Jul 09, 2026
Granite FO LLC History No change 413 215 0.11% 0.11% 1247 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 411 214 0.03% 0.03% 1248 0 0.0% Q2 2026 Aug 06, 2026
Churchill Financial Advisors, LLC History No change 410 214 0.04% 0.04% 1249 0 0.0% Q2 2026 Jul 15, 2026
Bright Futures Wealth Management, LLC. History No change 406 212 0.14% 0.14% 1250 0 0.0% Q2 2026 Jul 24, 2026
NORDEN GROUP LLC History No change 407 212 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 29, 2026
Redhawk Wealth Advisors, Inc. History No change 405 211 0.02% 0.02% 1252 0 0.0% Q2 2026 Jul 09, 2026
LVZ, Inc. History No change 405 211 0.02% 0.02% 1253 0 0.0% Q2 2026 Jul 09, 2026
Jackson, Grant Investment Advisers, Inc. History No change 406 211 0.07% 0.07% 1254 0 0.0% Q2 2026 Jul 31, 2026
MTM Investment Management, LLC History No change 404 211 0.06% 0.06% 1255 0 0.0% Q2 2026 Aug 03, 2026
Altura Wealth Advisors Inc. History No change 404 211 0.07% 0.07% 1256 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 405 211 0.05% 0.05% 1257 0 0.0% Q2 2026 Jul 28, 2026
BOK Financial Private Wealth, Inc. History No change 402 210 0.01% 0.01% 1258 0 0.0% Q2 2026 Aug 07, 2026
Nilsine Partners, LLC History No change 402 210 0.01% 0.01% 1259 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 400 209 0.0% 0.0% 1260 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 401 209 0.03% 0.03% 1261 0 0.0% Q2 2026 Aug 06, 2026
CFO4Life Group, LLC History No change 401 209 0.03% 0.03% 1262 0 0.0% Q2 2026 Aug 12, 2026
Maple Capital Management, Inc. History No change 400 208 0.01% 0.01% 1263 0 0.0% Q2 2026 Aug 13, 2026
Pavion Blue Capital, LLC History No change 400 208 0.08% 0.08% 1264 0 0.0% Q2 2026 Aug 07, 2026
Wilson & Boucher Capital Management, LLC History No change 400 208 0.12% 0.12% 1265 0 0.0% Q2 2026 Aug 18, 2026
FourThought Financial Partners, LLC History No change 400 208 0.02% 0.02% 1266 0 0.0% Q2 2026 Aug 12, 2026
XXI WEALTH, LLC History No change 400 208 0.1% 0.1% 1267 0 0.0% Q2 2026 Aug 14, 2026
Charter Capital Management, LLC\DE History No change 400 208 0.09% 0.09% 1268 0 0.0% Q2 2026 Jul 24, 2026
TRUSTCO BANK CORP N Y History No change 396 206 0.15% 0.15% 1269 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 396 206 0.01% 0.01% 1270 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 395 206 0.05% 0.05% 1271 0 0.0% Q2 2026 Jul 21, 2026
Winch Advisory Services, LLC History No change 393 205 0.04% 0.04% 1272 0 0.0% Q2 2026 Aug 06, 2026
West Wealth Group, LLC History No change 394 205 0.03% 0.03% 1273 0 0.0% Q2 2026 Aug 06, 2026
J. M. Brown & Associates Inc. History No change 394 205 0.12% 0.12% 1274 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 390 203 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 13, 2026
SeaBridge Investment Advisors LLC History No change 389 203 0.03% 0.03% 1276 0 0.0% Q2 2026 Jul 17, 2026
Busey Bank History No change 390 203 0.0% 0.0% 1277 0 0.0% Q2 2026 Aug 13, 2026
Traynor Capital Management, Inc. History No change 390 203 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 22, 2026
Dougherty & Associates, LLC History No change 388 203 0.16% 0.16% 1279 0 0.0% Q2 2026 Jul 16, 2026
Saxony Capital Management, LLC History No change 388 202 0.09% 0.09% 1280 0 0.0% Q2 2026 Jul 15, 2026
ROGCO, LP History No change 387 202 0.06% 0.06% 1281 0 0.0% Q2 2026 Jul 30, 2026
UNIVEST FINANCIAL Corp History No change 385 201 0.01% 0.01% 1282 0 0.0% Q2 2026 Aug 07, 2026
SFMG, LLC History No change 385 201 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 13, 2026
Nadler Financial Group, Inc. History No change 386 201 0.02% 0.02% 1284 0 0.0% Q2 2026 Jul 29, 2026
Virtue Capital Management, LLC History No change 387 201 0.03% 0.03% 1285 0 0.0% Q2 2026 Aug 05, 2026
Plotkin Financial Advisors, LLC History No change 386 201 0.08% 0.08% 1286 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 385 201 0.07% 0.07% 1287 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisors of Iowa, LLC History No change 383 200 0.05% 0.05% 1288 0 0.0% Q2 2026 Jul 30, 2026
Advisory Solutions Group, LLC History No change 383 200 0.07% 0.07% 1289 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 380 198 0.01% 0.01% 1290 0 0.0% Q2 2026 Jul 22, 2026
Hurley Capital, LLC History No change 376 196 0.1% 0.1% 1291 0 0.0% Q2 2026 Aug 10, 2026
Tidemark, LLC History No change 374 195 0.04% 0.04% 1292 0 0.0% Q2 2026 Aug 10, 2026
CoreFirst Bank & Trust History No change 370 193 0.1% 0.1% 1293 0 0.0% Q2 2026 Aug 05, 2026
Kingdom Financial Group LLC. History No change 366 191 0.05% 0.05% 1294 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 365 190 0.06% 0.06% 1295 0 0.0% Q2 2026 Jul 30, 2026
Strategic Investment Advisors / MI History No change 361 188 0.01% 0.01% 1296 0 0.0% Q2 2026 Aug 14, 2026
Trifecta Capital Advisors, LLC History No change 360 188 0.02% 0.02% 1297 0 0.0% Q2 2026 Aug 03, 2026
Global Trust Asset Management, LLC History No change 356 185 0.06% 0.06% 1298 0 0.0% Q2 2026 Aug 03, 2026
Center for Financial Planning, Inc. History No change 356 185 0.02% 0.02% 1299 0 0.0% Q2 2026 Jul 21, 2026
Fortitude Family Office, LLC History No change 355 185 0.04% 0.04% 1300 0 0.0% Q2 2026 Jul 20, 2026
Archer Investment Corp History No change 353 184 0.04% 0.04% 1301 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History No change 328 171 0.01% 0.01% 1302 0 0.0% Q2 2026 Jul 07, 2026
Fourth Dimension Wealth, LLC History No change 311 162 0.05% 0.05% 1303 0 0.0% Q2 2026 Jul 31, 2026
Curat Global, LLC History No change 305 159 0.13% 0.13% 1304 0 0.0% Q2 2026 Jul 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 300 156 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 13, 2026
Compagnie Lombard Odier SCmA History No change 300 156 0.0% 0.0% 1306 0 0.0% Q2 2026 Jul 29, 2026
SITTNER & NELSON, LLC History No change 300 156 0.05% 0.05% 1307 0 0.0% Q2 2026 Aug 07, 2026
Kentucky Trust Co History No change 290 151 0.07% 0.07% 1308 0 0.0% Q2 2026 Jul 10, 2026
Aspect Partners, LLC History No change 289 150 0.06% 0.06% 1309 0 0.0% Q2 2026 Jul 16, 2026
Vanguard National Trust Co History No change 285 148 0.01% 0.01% 1310 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 273 142 0.04% 0.04% 1311 0 0.0% Q2 2026 Jul 28, 2026
Polaris Financial Partners History New 276 141 0.06% — 1312 +276 New Q3 2026 Oct 02, 2026
Davis Capital Management History No change 257 134 0.08% 0.08% 1313 0 0.0% Q2 2026 Jul 16, 2026
Westfuller Advisors, LLC History No change 255 133 0.05% 0.05% 1314 0 0.0% Q2 2026 Jul 29, 2026
Westend Capital Management, LLC History No change 250 130 0.03% 0.03% 1315 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 250 130 0.03% 0.03% 1316 0 0.0% Q2 2026 Jul 10, 2026
COUNTRY TRUST BANK History No change 248 129 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 237 124 0.0% 0.0% 1318 0 0.0% Q2 2026 Aug 12, 2026
UNION SAVINGS BANK History No change 236 123 0.05% 0.05% 1319 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 233 121 0.05% 0.05% 1320 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 230 120 0.01% 0.01% 1321 0 0.0% Q2 2026 Jul 13, 2026
Guardian Partners Inc. History No change 225 117 0.01% 0.01% 1322 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 224 116 0.04% 0.04% 1323 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 221 115 0.02% 0.02% 1324 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 216 112 0.01% 0.01% 1325 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 216 112 0.01% 0.01% 1326 0 0.0% Q2 2026 Aug 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 212 110 0.09% 0.09% 1327 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 208 109 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 209 109 0.01% 0.01% 1329 0 0.0% Q2 2026 Sep 15, 2026
Birch Capital Management, LLC History No change 210 109 0.05% 0.05% 1330 0 0.0% Q2 2026 Jul 27, 2026
GGM Financial LLC History No change 206 107 0.04% 0.04% 1331 0 0.0% Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History No change 206 107 0.05% 0.05% 1332 0 0.0% Q2 2026 Jul 30, 2026
Bangor Savings Bank History Reduced 210 106 0.01% 0.01% 1333 -135 -39.13% Q3 2026 Oct 06, 2026
LifeSteps Financial, Inc. History No change 200 104 0.05% 0.05% 1334 0 0.0% Q2 2026 Jul 17, 2026
Community Bank, N.A. History No change 194 101 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 13, 2026
Your Advocates Ltd., LLP History No change 193 100 0.03% 0.03% 1336 0 0.0% Q2 2026 Aug 05, 2026
TrustBank History No change 187 97 0.03% 0.03% 1337 0 0.0% Q2 2026 Jul 20, 2026
Darwin Wealth Management, LLC History No change 181 95 0.03% 0.03% 1338 0 0.0% Q2 2026 Jul 21, 2026
Community Financial Services Group, LLC History No change 178 92 0.01% 0.01% 1339 0 0.0% Q2 2026 Jul 09, 2026
VISION FINANCIAL MARKETS LLC History No change 173 90 0.08% 0.08% 1340 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 170 88 0.01% 0.01% 1341 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 173 87 0.01% 0.0% 1342 +120 226.42% Q3 2026 Oct 01, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 163 85 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 164 85 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 22, 2026
Hilton Head Capital Partners, LLC History No change 163 85 0.04% 0.04% 1345 0 0.0% Q2 2026 Jul 27, 2026
Arlington Trust Co LLC History No change 160 83 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 07, 2026
VESTOR CAPITAL, LLC History No change 710 80 0.01% 0.01% 1347 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 150 78 0.0% 0.0% 1348 0 0.0% Q2 2026 Jul 28, 2026
Morton Brown Family Wealth, LLC History No change 150 78 0.02% 0.02% 1349 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 150 78 0.03% 0.03% 1350 0 0.0% Q2 2026 Jul 23, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 142 74 0.0% 0.0% 1351 0 0.0% Q2 2026 Jul 29, 2026
REYL & Cie S.A. History No change 160 74 0.09% 0.09% 1352 0 0.0% Q2 2026 Oct 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 134 70 0.01% 0.01% 1353 0 0.0% Q2 2026 Jul 16, 2026
TIAA Wealth Investment Management LLC History No change 132 68 0.0% 0.0% 1354 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 130 67 0.0% 0.0% 1355 0 0.0% Q2 2026 Aug 10, 2026
Security National Bank History No change 130 67 0.01% 0.01% 1356 0 0.0% Q2 2026 Jul 15, 2026
ATLAS CAPITAL ADVISORS INC. History No change 125 65 0.01% 0.01% 1357 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 120 62 0.04% 0.04% 1358 0 0.0% Q2 2026 Aug 17, 2026
Vermillion Wealth Management, Inc. History No change 110 57 0.01% 0.01% 1359 0 0.0% Q2 2026 Jul 15, 2026
Fairscale Capital, LLC History No change 110 57 0.03% 0.03% 1360 0 0.0% Q2 2026 Aug 07, 2026
Intesa Sanpaolo Wealth Management History No change 110 57 0.01% 0.01% 1361 0 0.0% Q2 2026 Jul 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 108 56 0.01% 0.01% 1362 0 0.0% Q2 2026 Sep 02, 2026
Fairway Wealth LLC History No change 108 56 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 24, 2026
Oakmont Advisory Group, LLC History No change 108 56 0.05% 0.05% 1364 0 0.0% Q2 2026 Aug 03, 2026
Crews Bank & Trust History No change 106 55 0.01% 0.01% 1365 0 0.0% Q2 2026 Jul 16, 2026
Key Capital Management, INC History No change 106 55 0.03% 0.03% 1366 0 0.0% Q2 2026 Jul 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 105 54 0.04% 0.04% 1367 0 0.0% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 103 53 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 17, 2026
WOLFF WIESE MAGANA LLC History No change 96 50 0.02% 0.02% 1369 0 0.0% Q2 2026 Jul 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 90 47 0.02% 0.02% 1370 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 91 47 0.02% 0.02% 1371 0 0.0% Q2 2026 Jul 20, 2026
CDKV HOLDINGS LLC History No change 90 47 0.04% 0.04% 1372 0 0.0% Q2 2026 Jul 30, 2026
JNBA Financial Advisors History No change 89 46 0.0% 0.0% 1373 0 0.0% Q2 2026 Jul 23, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 90 46 0.02% 0.02% 1374 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 88 45 0.02% 0.02% 1375 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 84 43 0.0% 0.0% 1376 0 0.0% Q2 2026 Jul 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 79 41 0.0% 0.0% 1377 0 0.0% Q2 2026 Aug 04, 2026
Elevated Capital Advisors, LLC History No change 80 41 0.01% 0.01% 1378 0 0.0% Q2 2026 Aug 03, 2026
Signature Resources Capital Management, LLC History No change 79 41 0.02% 0.02% 1379 0 0.0% Q2 2026 Jul 13, 2026
WPG Advisers, LLC History No change 80 41 0.02% 0.02% 1380 0 0.0% Q2 2026 Aug 05, 2026
LOM Asset Management Ltd History No change 78 40 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 04, 2026
Independence Bank of Kentucky History No change 75 39 0.0% 0.0% 1382 0 0.0% Q2 2026 Jul 13, 2026
Rakuten Securities, Inc. History No change 75 39 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History No change 75 39 0.03% 0.03% 1384 0 0.0% Q2 2026 Jul 13, 2026
Pioneer Family Office, LLC History No change 75 39 0.02% 0.02% 1385 0 0.0% Q2 2026 Jul 27, 2026
Buck Wealth Strategies, LLC History No change 73 38 0.0% 0.0% 1386 0 0.0% Q2 2026 Jul 30, 2026
Investment Research & Advisory Group, Inc. History No change 70 36 0.01% 0.01% 1387 0 0.0% Q2 2026 Jul 23, 2026
Luminist Capital LLC History No change 70 36 0.04% 0.04% 1388 0 0.0% Q2 2026 Aug 07, 2026
JPL Wealth Management, LLC History No change 69 36 0.01% 0.01% 1389 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 70 35 0.01% 0.06% 1391 -342 -83.01% Q3 2026 Oct 07, 2026
Game Plan Financial Advisors, LLC History No change 300 35 0.01% 0.01% 1390 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 68 35 0.01% 0.01% 1392 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 68 35 0.01% 0.01% 1393 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 66 34 0.01% 0.01% 1394 0 0.0% Q2 2026 Jul 24, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 62 32 0.0% 0.0% 1395 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 63 32 0.0% 0.0% 1396 0 0.0% Q2 2026 Jul 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 61 31 0.01% 0.01% 1397 0 0.0% Q2 2026 Aug 12, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 61 31 0.0% 0.0% 1398 0 0.0% Q2 2026 Aug 10, 2026
PlanVest Financial, Inc History No change 60 31 0.02% 0.02% 1399 0 0.0% Q2 2026 Aug 10, 2026
ALBION FINANCIAL GROUP /UT History No change 58 30 0.0% 0.0% 1400 0 0.0% Q2 2026 Jul 22, 2026
Coston, McIsaac & Partners History No change 57 30 0.01% 0.01% 1401 0 0.0% Q2 2026 Aug 12, 2026
Horrell Capital Management, Inc. History No change 56 29 0.01% 0.01% 1402 0 0.0% Q2 2026 Jul 16, 2026
TOTH FINANCIAL ADVISORY CORP History No change 54 28 0.0% 0.0% 1403 0 0.0% Q2 2026 Jul 14, 2026
First Pacific Financial History No change 55 28 0.0% 0.0% 1404 0 0.0% Q2 2026 Jul 20, 2026
High Point Wealth Management, LLC History No change 53 27 0.02% 0.02% 1405 0 0.0% Q2 2026 Jul 20, 2026
KERR FINANCIAL PLANNING Corp History No change 51 26 0.03% 0.03% 1406 0 0.0% Q2 2026 Jul 02, 2026
Allied Private Wealth LLC History No change 50 26 0.02% 0.02% 1407 0 0.0% Q2 2026 Jul 09, 2026
Imprint Wealth LLC History No change 48 25 0.1% 0.1% 1408 0 0.0% Q2 2026 Aug 14, 2026
Riverview Trust Co History No change 47 24 0.03% 0.03% 1409 0 0.0% Q2 2026 Jul 31, 2026
Essential Investment Partners LLC History No change 46 24 0.02% 0.02% 1410 0 0.0% Q2 2026 Jul 15, 2026
Pflug Koory, LLC History No change 46 23 0.01% 0.01% 1411 0 0.0% Q2 2026 Jul 21, 2026
Access Investment Management LLC History No change 45 23 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 45 23 0.0% 0.0% 1413 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 42 21 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 42 21 0.0% 0.0% 1415 0 0.0% Q2 2026 Jul 24, 2026
Tripletail Wealth Management, LLC History No change 40 21 0.02% 0.02% 1416 0 0.0% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History No change 40 20 0.01% 0.01% 1417 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON-ALTUS USA INC. History No change 43 19 0.01% 0.01% 1418 0 0.0% Q2 2026 Sep 17, 2026
ALERUS FINANCIAL NA History No change 33 17 0.0% 0.0% 1419 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 33 17 0.0% 0.0% 1420 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 32 16 0.01% 0.01% 1421 0 0.0% Q2 2026 Jul 21, 2026
Midwest Capital Advisors, LLC History No change 32 16 0.01% 0.01% 1422 0 0.0% Q2 2026 Jul 28, 2026
United Financial Planning Group LLC History No change 30 15 0.01% 0.01% 1423 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 24 13 0.0% 0.0% 1424 0 0.0% Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History No change 25 13 0.0% 0.0% 1425 0 0.0% Q2 2026 Jul 23, 2026
PETERSON WEALTH MANAGEMENT History No change 24 12 0.01% 0.01% 1426 0 0.0% Q2 2026 Jul 30, 2026
FIRST COMMUNITY TRUST NA History New 22 11 0.0% — 1429 +22 New Q3 2026 Oct 07, 2026
Eukles Asset Management History No change 22 11 0.0% 0.0% 1427 0 0.0% Q2 2026 Aug 05, 2026
Clark Wealth Partners History No change 21 11 0.01% 0.01% 1428 0 0.0% Q2 2026 Jul 28, 2026
Central Pacific Bank - Trust Division History No change 17 8 0.0% 0.0% 1430 0 0.0% Q3 2026 Oct 05, 2026
Bay Harbor Wealth Management, LLC History No change 14 7 0.0% 0.0% 1431 0 0.0% Q2 2026 Jul 28, 2026
Anchor Bay Capital, Inc. History No change 13 7 0.0% 0.0% 1432 0 0.0% Q2 2026 Aug 11, 2026
Morse Asset Management, Inc History No change 10 5 0.0% 0.0% 1433 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 10 5 0.0% 0.0% 1434 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Asset Management, LLC History No change 10 5 0.0% 0.0% 1435 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 10 5 0.0% 0.0% 1436 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Edge Private Wealth Management, LLC History No change 10 5 0.0% 0.0% 1437 0 0.0% Q2 2026 Jul 23, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 10 5 0.01% 0.01% 1438 0 0.0% Q2 2026 Aug 05, 2026
Wellington Shields Capital Management, LLC History No change 8 4 0.0% 0.0% 1439 0 0.0% Q2 2026 Aug 10, 2026
CGC Financial Services, LLC History No change 8 4 0.0% 0.0% 1440 0 0.0% Q2 2026 Jul 13, 2026
Hickory Point Bank & Trust History No change 9 4 0.0% 0.0% 1441 0 0.0% Q3 2026 Oct 01, 2026
Prudent Man Investment Management, Inc. History No change 10 4 0.0% 0.0% 1442 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 8 4 0.0% 0.0% 1443 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 6 3 0.0% 0.0% 1444 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 7 3 0.0% 0.0% 1445 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7 3 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 6 3 0.0% 0.0% 1447 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 5 2 0.0% 0.0% 1448 0 0.0% Q2 2026 Jul 07, 2026
Centerpoint Advisors, LLC History No change 3 2 0.0% 0.0% 1449 0 0.0% Q2 2026 Aug 05, 2026
HighMark Wealth Management LLC History No change 5 2 0.0% 0.0% 1450 0 0.0% Q2 2026 Aug 12, 2026
Fairman Group, LLC History No change 5 2 0.0% 0.0% 1451 0 0.0% Q2 2026 Aug 04, 2026
Kennebec Savings Bank History No change 5 2 0.0% 0.0% 1452 0 0.0% Q2 2026 Jul 13, 2026
Strive Financial Group ,LLC History No change 5 2 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 2 1 0.0% 0.0% 1454 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3 1 0.0% 0.0% 1455 0 0.0% Q2 2026 Jul 08, 2026
Gould Capital, LLC History No change 2 1 0.0% 0.0% 1456 0 0.0% Q2 2026 Aug 07, 2026
Decker Retirement Planning Inc. History No change 3 1 0.0% 0.0% 1457 0 0.0% Q2 2026 Jul 16, 2026
Kilter Group LLC History No change 3 1 0.0% 0.0% 1458 0 0.0% Q2 2026 Aug 11, 2026
Catherine Avery Investment Management LLC History No change 3 1 0.0% 0.0% 1459 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History Closed out 0 0 — 0.02% — -396 -100.0% Q3 2026 Oct 07, 2026
First Command Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Banque Cantonale Vaudoise History No change 176 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
REAP Financial Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 07, 2026