iSHARES TRUST - DVY

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
BANK OF AMERICA CORP /DE/ History No change 7,018,222 1,096,948 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,569,499 1,026,813 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,865,664 604,203 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,462,669 541,215 0.27% 0.27% 4 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 3,079,966 481,398 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,697,759 421,661 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,861,748 290,991 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 1,607,768 253,866 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 1,589,062 248,370 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,576,255 246,334 0.06% 0.06% 10 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,229,015 192,095 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,106,849 173,000 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 1,086,066 169,752 0.19% 0.19% 13 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 1,085,765 169,705 0.2% 0.2% 14 0 0.0% Q2 2026 Jul 28, 2026
Howard Capital Management, LLC History No change 1,011,427 158,086 1.88% 1.88% 15 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 905,400 141,514 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 797,353 124,626 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 658,941 102,992 0.17% 0.17% 18 0 0.0% Q2 2026 Aug 05, 2026
Northside Capital Management, LLC History No change 651,372 101,809 8.33% 8.33% 19 0 0.0% Q2 2026 Jul 10, 2026
GOLDMAN SACHS GROUP INC History No change 592,143 92,551 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 573,403 89,622 0.11% 0.11% 21 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 572,204 89,435 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 562,230 87,876 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 497,660 77,817 0.09% 0.09% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 492,688 77,177 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 478,071 74,741 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 330,484 51,654 0.25% 0.25% 27 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 325,885 50,935 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 320,541 50,100 1.03% 1.03% 29 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 318,240 49,784 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 318,441 49,772 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 315,359 49,291 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 307,307 48,032 0.33% 0.33% 33 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 299,005 46,734 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 276,587 43,230 0.07% 0.07% 35 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 275,338 43,035 0.19% 0.19% 36 0 0.0% Q2 2026 Aug 12, 2026
Moment Partners, LLC History No change 270,057 42,209 7.61% 7.61% 37 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 251,468 39,304 0.12% 0.12% 38 0 0.0% Q2 2026 Aug 04, 2026
GLENMEDE TRUST CO NA History No change 249,302 38,965 0.17% 0.17% 39 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 249,102 38,934 0.18% 0.18% 40 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 242,437 37,892 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 240,143 37,534 0.07% 0.07% 42 0 0.0% Q2 2026 Aug 05, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 231,257 36,145 1.96% 1.96% 43 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 219,483 34,305 0.06% 0.06% 44 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 202,534 31,656 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 199,537 31,187 0.17% 0.17% 46 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 187,543 29,313 0.07% 0.07% 47 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 186,082 29,084 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 184,501 28,837 4.37% 4.37% 49 0 0.0% Q2 2026 Aug 05, 2026
Valmark Advisers, Inc. History No change 179,186 28,006 0.3% 0.3% 50 0 0.0% Q2 2026 Aug 06, 2026
MYDA Advisors LLC History No change 175,000 27,352 4.07% 4.07% 51 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 174,560 27,283 7.81% 7.81% 52 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 167,181 26,130 0.07% 0.07% 53 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 162,879 25,457 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Evelyn Partners Group Ltd History No change 162,484 24,541 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 160,088 24,307 0.04% 0.04% 56 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 154,133 24,090 0.0% 0.0% 57 0 0.0% Q2 2026 Sep 02, 2026
Sterling Investment Advisors, Ltd. History No change 305,312 23,507 3.93% 3.93% 58 0 0.0% Q2 2026 Jul 28, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 150,229 23,480 0.62% 0.62% 59 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 148,381 23,186 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 10, 2026
GW HENSSLER & ASSOCIATES LTD History No change 147,515 23,056 1.03% 1.03% 61 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 142,561 22,982 4.67% 4.67% 62 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 145,607 22,758 0.07% 0.07% 63 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 145,538 22,747 0.09% 0.09% 64 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 140,591 21,974 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 139,358 21,781 0.61% 0.61% 66 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 137,299 21,460 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 133,522 20,869 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 19, 2026
Arcus Capital Partners, LLC History No change 126,317 19,743 8.17% 8.17% 69 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 126,029 19,698 0.26% 0.26% 70 0 0.0% Q2 2026 Aug 06, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 125,694 19,646 3.75% 3.75% 71 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 125,600 19,631 0.22% 0.22% 72 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 124,681 19,487 0.12% 0.12% 73 0 0.0% Q2 2026 Aug 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 124,327 19,432 1.16% 1.16% 74 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 122,671 19,173 0.09% 0.09% 75 0 0.0% Q2 2026 Jul 13, 2026
Round Rock Advisors LLC History No change 120,146 18,778 2.42% 2.42% 76 0 0.0% Q2 2026 Aug 12, 2026
KWMG, LLC History Added to 120,457 18,317 1.32% 1.3% 77 +5,508 4.79% Q3 2026 Oct 07, 2026
Cresset Asset Management, LLC History No change 116,340 18,183 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 113,560 17,749 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 113,000 17,661 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 111,795 17,473 0.17% 0.17% 81 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 105,317 16,461 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 104,700 16,364 1.6% 1.6% 83 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 104,539 16,339 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 100,505 15,708 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 99,362 15,530 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 99,237 15,510 4.9% 4.9% 87 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 98,909 15,459 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 97,532 15,244 0.08% 0.08% 89 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 96,092 15,197 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 94,578 14,782 0.07% 0.07% 91 0 0.0% Q2 2026 Aug 18, 2026
JGP Wealth Management, LLC History No change 90,968 14,218 1.28% 1.28% 92 0 0.0% Q2 2026 Jul 07, 2026
Pathstone Holdings, LLC History No change 86,786 13,564 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 86,496 13,519 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 13, 2026
Raab & Moskowitz Asset Management LLC History No change 83,948 13,121 2.64% 2.64% 95 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 82,829 12,946 0.7% 0.7% 96 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 80,521 12,585 0.23% 0.23% 97 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 80,417 12,569 0.09% 0.09% 98 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 79,043 12,354 0.26% 0.26% 99 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 74,982 11,719 0.08% 0.08% 100 0 0.0% Q2 2026 Sep 08, 2026
FIRST UNITED BANK & TRUST History No change 74,743 11,682 3.36% 3.36% 101 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Advisors, LLC History No change 74,144 11,588 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 12, 2026
Allen Investment Management, LLC History No change 72,973 11,405 0.14% 0.14% 103 0 0.0% Q2 2026 Aug 05, 2026
White Lighthouse Investment Management Inc. History No change 70,028 10,945 1.36% 1.36% 104 0 0.0% Q2 2026 Aug 04, 2026
OLD NATIONAL BANCORP /IN/ History No change 67,856 10,605 0.21% 0.21% 105 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 66,042 10,322 0.42% 0.42% 106 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 65,266 10,201 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 64,147 10,026 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 62,910 9,832 0.07% 0.07% 109 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 61,205 9,566 1.61% 1.61% 110 0 0.0% Q2 2026 Jul 21, 2026
Asset Advisors Investment Management, LLC History No change 61,066 9,544 0.88% 0.88% 111 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Associates, Inc. History No change 61,063 9,544 2.63% 2.63% 112 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 60,051 9,386 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 58,830 9,195 2.07% 2.07% 114 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 56,752 8,870 0.04% 0.04% 115 0 0.0% Q2 2026 Jul 17, 2026
Beaumont Financial Advisors, LLC History No change 55,713 8,707 0.55% 0.55% 116 0 0.0% Q2 2026 Aug 04, 2026
EDGEWOOD MANAGEMENT LLC History No change 54,926 8,584 0.09% 0.09% 117 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 54,800 8,565 0.16% 0.16% 118 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 53,630 8,382 0.16% 0.16% 119 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 53,416 8,349 0.12% 0.12% 120 0 0.0% Q2 2026 Jul 15, 2026
AMARILLO NATIONAL BANK History No change 53,355 8,339 1.34% 1.34% 121 0 0.0% Q2 2026 Jul 15, 2026
KCM INVESTMENT ADVISORS LLC History No change 52,670 8,232 0.24% 0.24% 122 0 0.0% Q2 2026 Aug 13, 2026
Stelac Advisory Services LLC History No change 52,632 8,227 1.53% 1.53% 123 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 52,537 8,211 0.45% 0.45% 124 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 51,477 8,045 0.09% 0.09% 125 0 0.0% Q2 2026 Aug 03, 2026
Linscomb Wealth, Inc. History No change 51,281 8,015 0.35% 0.35% 126 0 0.0% Q2 2026 Jul 31, 2026
BOKF, NA History No change 50,965 7,965 0.11% 0.11% 127 0 0.0% Q2 2026 Aug 10, 2026
CARRET ASSET MANAGEMENT, LLC History No change 50,334 7,867 0.69% 0.69% 128 0 0.0% Q2 2026 Aug 04, 2026
Wealth Quarterback LLC History No change 50,050 7,822 2.42% 2.42% 129 0 0.0% Q2 2026 Jul 27, 2026
Smithfield Trust Co History No change 48,843 7,627 0.3% 0.3% 130 0 0.0% Q2 2026 Aug 05, 2026
NorthCoast Asset Management LLC History No change 48,287 7,547 0.17% 0.17% 131 0 0.0% Q2 2026 Aug 12, 2026
Lee Financial Co History No change 47,600 7,439 0.95% 0.95% 132 0 0.0% Q2 2026 Jul 22, 2026
Glenview Trust Co History No change 46,963 7,340 0.1% 0.1% 133 0 0.0% Q2 2026 Aug 18, 2026
LMG Wealth Partners, LLC History No change 46,677 7,295 1.17% 1.17% 134 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Group, LLC / IL History No change 46,503 7,268 1.77% 1.77% 135 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 46,459 7,261 0.07% 0.07% 136 0 0.0% Q2 2026 Aug 05, 2026
Callan Family Office, LLC History No change 46,304 7,237 0.14% 0.14% 137 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 45,413 7,097 0.33% 0.33% 138 0 0.0% Q2 2026 Aug 11, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 45,050 7,041 0.82% 0.82% 139 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 44,952 7,026 0.97% 0.97% 140 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 44,716 6,989 0.04% 0.04% 141 0 0.0% Q2 2026 Jul 24, 2026
Verus Financial Partners, Inc. History No change 44,284 6,921 0.59% 0.59% 142 0 0.0% Q2 2026 Jul 21, 2026
Principle Wealth Partners LLC History No change 42,009 6,565 0.32% 0.32% 143 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 41,785 6,530 0.3% 0.3% 144 0 0.0% Q2 2026 Jul 21, 2026
IFP Advisors, Inc History No change 41,768 6,528 0.12% 0.12% 145 0 0.0% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History No change 42,946 6,502 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 40,167 6,278 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 40,029 6,256 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 39,914 6,238 0.36% 0.36% 149 0 0.0% Q2 2026 Jul 15, 2026
Daybright Advisory Services, Inc. History No change 38,673 6,234 1.49% 1.49% 150 0 0.0% Q2 2026 Aug 04, 2026
GTS SECURITIES LLC History No change 39,690 6,203 0.13% 0.13% 151 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 39,604 6,190 0.81% 0.81% 152 0 0.0% Q2 2026 Aug 11, 2026
FOCUS Wealth Advisors, LLC History No change 39,099 6,111 2.83% 2.83% 153 0 0.0% Q2 2026 Jul 07, 2026
PINNACLE ASSOCIATES LTD History No change 38,734 6,054 0.07% 0.07% 154 0 0.0% Q2 2026 Aug 03, 2026
Eagle Bay Advisors LLC History No change 38,710 6,050 4.53% 4.53% 155 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 37,924 5,927 0.1% 0.1% 156 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 37,794 5,905 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 37,421 5,848 0.2% 0.2% 158 0 0.0% Q2 2026 Aug 13, 2026
BANK OF HAWAII History No change 36,710 5,737 0.28% 0.28% 159 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 36,663 5,730 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 11, 2026
LANDAAS & CO /WI /ADV History No change 36,439 5,695 1.04% 1.04% 161 0 0.0% Q2 2026 Jul 21, 2026
Joseph P. Lucia & Associates, LLC History No change 36,386 5,687 1.71% 1.71% 162 0 0.0% Q2 2026 Aug 07, 2026
Mendel Capital Management LLC History No change 36,386 5,687 2.56% 2.56% 163 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 36,003 5,627 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 35,053 5,478 0.05% 0.05% 165 0 0.0% Q2 2026 Aug 06, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 35,005 5,471 2.22% 2.22% 166 0 0.0% Q2 2026 Jul 14, 2026
SIG BROKERAGE, LP History No change 34,954 5,463 0.11% 0.11% 167 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 34,863 5,449 1.69% 1.69% 168 0 0.0% Q2 2026 Jul 31, 2026
DEUTSCHE BANK AG\ History No change 34,478 5,388 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 34,306 5,361 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 33,288 5,342 0.84% 0.84% 171 0 0.0% Q2 2026 Jul 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 34,007 5,315 0.77% 0.77% 172 0 0.0% Q2 2026 Jul 21, 2026
Sankala Group LLC History No change 31,801 5,259 3.51% 3.51% 173 0 0.0% Q2 2026 Aug 18, 2026
ALBION FINANCIAL GROUP /UT History No change 32,945 5,149 0.3% 0.3% 174 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Management, Inc. History No change 32,916 5,144 0.74% 0.74% 175 0 0.0% Q2 2026 Jul 16, 2026
Balentine LLC History No change 32,674 5,107 0.18% 0.18% 176 0 0.0% Q2 2026 Aug 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 32,643 5,102 0.45% 0.45% 177 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History No change 32,577 5,091 0.04% 0.04% 178 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 33,461 5,088 0.04% 0.04% 179 +2,998 9.84% Q3 2026 Oct 08, 2026
Klingman & Associates, LLC History No change 32,133 5,022 0.21% 0.21% 180 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 31,675 4,950 0.02% 0.02% 181 0 0.0% Q2 2026 Jul 28, 2026
Gallagher Capital Advisors, LLC History No change 31,658 4,948 2.83% 2.83% 182 0 0.0% Q2 2026 Aug 04, 2026
SCOTIA CAPITAL INC. History No change 31,647 4,947 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 31,323 4,895 1.79% 1.79% 184 0 0.0% Q2 2026 Jul 27, 2026
Scarborough Advisors, LLC History No change 30,679 4,873 0.56% 0.56% 185 0 0.0% Q2 2026 Jul 21, 2026
Keebeck Wealth Management History No change 31,112 4,862 0.47% 0.47% 186 0 0.0% Q2 2026 Aug 11, 2026
Omega Financial Group, LLC History No change 31,077 4,857 1.48% 1.48% 187 0 0.0% Q2 2026 Jul 21, 2026
Mechanics Bank Trust Department History No change 31,068 4,855 0.6% 0.6% 188 0 0.0% Q2 2026 Jul 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 31,729 4,824 0.06% 0.06% 189 +477 1.53% Q3 2026 Oct 05, 2026
Hilltop Holdings Inc. History No change 30,828 4,818 0.37% 0.37% 190 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 30,760 4,807 0.06% 0.06% 191 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 30,655 4,791 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 30,627 4,787 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 12, 2026
FAS Wealth Partners, Inc. History No change 30,459 4,760 0.25% 0.25% 194 0 0.0% Q2 2026 Jul 29, 2026
Taylor Financial Group, Inc. History No change 30,431 4,756 2.61% 2.61% 195 0 0.0% Q2 2026 Jul 24, 2026
FULTON BANK, N.A. History No change 30,258 4,729 0.14% 0.14% 196 0 0.0% Q2 2026 Jul 09, 2026
St. Clair Advisors, LLC History No change 29,720 4,645 1.2% 1.2% 197 0 0.0% Q2 2026 Jul 06, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 29,397 4,594 1.47% 1.47% 198 0 0.0% Q2 2026 Jul 24, 2026
Squarepoint Ops LLC History No change 29,200 4,563 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 14, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 29,171 4,559 1.65% 1.65% 200 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 29,158 4,557 0.18% 0.18% 201 0 0.0% Q2 2026 Jul 28, 2026
Modern Wealth Management, LLC History No change 29,127 4,552 0.05% 0.05% 202 0 0.0% Q2 2026 Aug 13, 2026
Argent Trust Co History No change 28,927 4,521 0.13% 0.13% 203 0 0.0% Q2 2026 Aug 06, 2026
BBR PARTNERS, LLC History No change 28,874 4,513 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 11, 2026
Shulman DeMeo Asset Management LLC History No change 28,586 4,468 0.84% 0.84% 205 0 0.0% Q2 2026 Jul 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 28,539 4,460 0.05% 0.05% 206 0 0.0% Q2 2026 Jul 20, 2026
HighPoint Advisor Group LLC History No change 28,373 4,434 0.16% 0.16% 207 0 0.0% Q2 2026 Aug 05, 2026
BURKE & HERBERT BANK & TRUST CO History No change 28,255 4,416 1.09% 1.09% 208 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 28,097 4,391 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 27,770 4,340 0.09% 0.09% 210 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 27,759 4,338 3.32% 3.32% 211 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 27,702 4,329 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 07, 2026
Tradition Wealth Management, LLC History No change 27,631 4,318 0.26% 0.26% 213 0 0.0% Q2 2026 Aug 11, 2026
My Personal CFO, LLC History No change 27,546 4,305 1.68% 1.68% 214 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Partners, LLC History No change 27,511 4,299 0.61% 0.61% 215 0 0.0% Q2 2026 Aug 03, 2026
One Wealth Advisors, LLC History No change 27,372 4,278 0.47% 0.47% 216 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 27,268 4,261 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 27,245 4,258 0.4% 0.4% 218 0 0.0% Q2 2026 Jul 07, 2026
AlphaCore Capital LLC History No change 27,079 4,232 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 26,940 4,210 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 26,811 4,190 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 11, 2026
Florin Court Capital LLP History No change 26,700 4,173 6.82% 6.82% 222 0 0.0% Q2 2026 Aug 04, 2026
Private Capital Management, LLC History No change 26,593 4,156 0.37% 0.37% 223 0 0.0% Q2 2026 Aug 14, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 26,312 4,112 0.24% 0.24% 224 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Family Advisors, LLC History No change 26,246 4,102 1.72% 1.72% 225 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 26,018 4,066 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 25,997 4,063 0.09% 0.09% 227 0 0.0% Q2 2026 Aug 05, 2026
PKS Advisory Services, LLC History No change 25,711 4,018 0.64% 0.64% 228 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 25,696 4,016 0.09% 0.09% 229 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 25,192 3,937 0.07% 0.07% 230 0 0.0% Q2 2026 Jul 09, 2026
Inman Jager Wealth Management, LLC History No change 25,163 3,932 2.09% 2.09% 231 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 25,100 3,923 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 25,050 3,915 0.8% 0.8% 233 0 0.0% Q2 2026 Aug 12, 2026
Argent Advisors, Inc. History No change 24,974 3,903 0.98% 0.98% 234 0 0.0% Q2 2026 Aug 05, 2026
Ashton Thomas Private Wealth, LLC History No change 24,893 3,890 0.08% 0.08% 235 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 24,618 3,847 0.08% 0.08% 236 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 24,247 3,794 0.8% 0.8% 237 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 24,201 3,782 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 23,664 3,698 0.26% 0.26% 239 0 0.0% Q2 2026 Aug 07, 2026
SONATA CAPITAL GROUP INC History No change 23,442 3,663 1.18% 1.18% 240 0 0.0% Q2 2026 Jul 24, 2026
Haverford Trust Co History No change 23,417 3,660 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 12, 2026
STOCK YARDS BANK & TRUST CO History No change 23,412 3,659 0.1% 0.1% 242 0 0.0% Q2 2026 Aug 19, 2026
Chicago Partners Investment Group LLC History No change 22,660 3,645 0.07% 0.07% 243 0 0.0% Q2 2026 Jul 29, 2026
CMG Global Holdings, LLC History No change 23,303 3,642 1.54% 1.54% 244 0 0.0% Q2 2026 Jul 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 23,291 3,640 0.06% 0.06% 245 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 23,241 3,632 0.18% 0.18% 246 0 0.0% Q2 2026 Jul 10, 2026
Operose Advisors LLC History No change 23,216 3,628 0.7% 0.7% 247 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 23,112 3,612 0.09% 0.09% 248 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 22,545 3,523 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 22,162 3,463 0.11% 0.11% 250 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 22,102 3,454 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History Reduced 22,649 3,444 0.07% 0.08% 252 -1,698 -6.97% Q3 2026 Oct 08, 2026
WOLFF WIESE MAGANA LLC History No change 22,000 3,438 1.58% 1.58% 253 0 0.0% Q2 2026 Jul 13, 2026
High Net Worth Advisory Group LLC History No change 21,925 3,426 0.73% 0.73% 254 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 21,912 3,424 0.17% 0.17% 255 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 21,473 3,356 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 20,620 3,333 0.06% 0.06% 257 0 0.0% Q2 2026 Aug 06, 2026
Narwhal Capital Management History No change 21,008 3,283 0.23% 0.23% 258 0 0.0% Q2 2026 Jul 24, 2026
Kapstone Financial Advisors LLC History No change 20,948 3,274 1.37% 1.37% 259 0 0.0% Q2 2026 Aug 07, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 20,674 3,231 1.11% 1.11% 260 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 20,580 3,216 0.08% 0.08% 261 0 0.0% Q2 2026 Aug 07, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 20,089 3,139 0.11% 0.11% 262 0 0.0% Q2 2026 Jul 13, 2026
Crescent Grove Advisors, LLC History No change 20,085 3,139 0.26% 0.26% 263 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 20,074 3,137 0.21% 0.21% 264 0 0.0% Q2 2026 Aug 05, 2026
Pallas Capital Advisors LLC History No change 19,888 3,108 0.1% 0.1% 265 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 19,769 3,089 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 20, 2026
Joel Isaacson & Co., LLC History No change 19,601 3,063 0.09% 0.09% 267 0 0.0% Q2 2026 Aug 04, 2026
Bleakley Financial Group, LLC History No change 19,587 3,061 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 05, 2026
PW Nova Financial Services LLC History No change 19,448 3,039 0.65% 0.65% 269 0 0.0% Q2 2026 Jul 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 19,247 3,008 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 19,151 2,993 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 19,056 2,992 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 19,130 2,991 0.79% 0.79% 273 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 18,525 2,960 0.06% 0.06% 274 0 0.0% Q2 2026 Jul 27, 2026
American Wealth Advisors, LLC History No change 18,905 2,954 2.77% 2.77% 275 0 0.0% Q2 2026 Aug 07, 2026
Corundum Trust Company, INC History No change 18,840 2,944 7.86% 7.86% 276 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Partners - WNY, LLC History No change 18,712 2,924 1.45% 1.45% 277 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 18,664 2,917 0.05% 0.05% 278 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 18,620 2,910 0.25% 0.25% 279 0 0.0% Q2 2026 Jul 20, 2026
World Investment Advisors History No change 19,140 2,906 0.05% 0.05% 280 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 18,526 2,895 0.36% 0.36% 281 0 0.0% Q2 2026 Jul 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 18,507 2,892 0.2% 0.2% 282 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 18,493 2,890 0.12% 0.12% 283 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 18,448 2,883 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 18,086 2,851 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 18,179 2,841 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 18,151 2,837 0.07% 0.07% 287 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 18,027 2,817 0.09% 0.09% 288 0 0.0% Q2 2026 Jul 17, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 17,677 2,762 1.03% 1.03% 289 0 0.0% Q2 2026 Aug 03, 2026
IFC Advisors LLC History No change 17,673 2,762 0.35% 0.35% 290 0 0.0% Q2 2026 Aug 05, 2026
REGIONS FINANCIAL CORP History No change 17,387 2,717 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 17,317 2,706 0.08% 0.08% 292 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 17,116 2,675 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 17,101 2,672 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 17,000 2,657 0.15% 0.15% 295 0 0.0% Q2 2026 Jul 09, 2026
Caerus Investment Advisors, LLC History No change 16,920 2,644 0.88% 0.88% 296 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 17,381 2,631 0.11% 0.11% 297 0 0.0% Q2 2026 Jul 09, 2026
Trifecta Capital Advisors, LLC History No change 16,660 2,603 0.34% 0.34% 298 0 0.0% Q2 2026 Aug 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 16,651 2,602 0.12% 0.12% 299 0 0.0% Q2 2026 Aug 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 16,467 2,573 0.03% 0.03% 300 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 16,404 2,564 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 05, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 16,778 2,551 0.22% 0.23% 302 -454 -2.63% Q3 2026 Oct 07, 2026
Peregrine Asset Advisers, Inc. History No change 16,312 2,549 0.55% 0.55% 303 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 16,229 2,536 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 10, 2026
PARK NATIONAL CORP /OH/ History Reduced 16,485 2,506 0.07% 0.07% 305 -187 -1.12% Q3 2026 Oct 05, 2026
SAPIENT CAPITAL LLC History No change 16,474 2,505 0.03% 0.03% 306 0 0.0% Q3 2026 Oct 08, 2026
STEPHENS INC /AR/ History No change 15,955 2,493 0.03% 0.03% 307 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 15,951 2,493 0.18% 0.18% 308 0 0.0% Q2 2026 Jul 09, 2026
Wealth Care LLC History No change 15,910 2,486 2.01% 2.01% 309 0 0.0% Q2 2026 Jul 15, 2026
Eagle Strategies LLC History No change 15,831 2,474 0.25% 0.25% 310 0 0.0% Q2 2026 Jul 21, 2026
CITY HOLDING CO History No change 15,792 2,468 0.28% 0.28% 311 0 0.0% Q2 2026 Jul 10, 2026
Asset Management Group, Inc. History No change 15,755 2,462 0.36% 0.36% 312 0 0.0% Q2 2026 Aug 14, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 15,680 2,450 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 15,652 2,446 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 07, 2026
Granite FO LLC History No change 15,587 2,436 1.29% 1.29% 315 0 0.0% Q2 2026 Jul 15, 2026
Independence Bank of Kentucky History No change 15,570 2,433 0.27% 0.27% 316 0 0.0% Q2 2026 Jul 13, 2026
Avidian Wealth Enterprises, LLC History Added to 15,949 2,425 0.07% 0.06% 317 +2,241 16.35% Q3 2026 Oct 08, 2026
WealthBridge Capital Management, LLC History No change 15,480 2,419 0.48% 0.48% 318 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC/CA History No change 15,387 2,404 0.33% 0.33% 319 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 15,366 2,401 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 15,253 2,384 0.06% 0.06% 321 0 0.0% Q2 2026 Jul 14, 2026
Astoria Portfolio Advisors LLC. History No change 15,089 2,358 0.4% 0.4% 322 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History Reduced 15,479 2,353 0.81% 0.77% 323 -751 -4.63% Q3 2026 Oct 08, 2026
Eldridge Investment Advisors, Inc. History No change 14,974 2,340 0.46% 0.46% 324 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 14,950 2,336 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 14,946 2,336 0.05% 0.05% 326 0 0.0% Q2 2026 Jul 13, 2026
Atlas Legacy Advisors, LLC History No change 14,936 2,334 0.34% 0.34% 327 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 14,745 2,304 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 10, 2026
Cascade Financial Partners, LLC History No change 14,670 2,292 0.2% 0.2% 329 0 0.0% Q2 2026 Aug 04, 2026
FIRST CITIZENS BANK & TRUST CO History No change 14,643 2,288 0.03% 0.03% 330 0 0.0% Q2 2026 Jul 13, 2026
Peoples Bank/KS History No change 14,600 2,281 2.22% 2.22% 331 0 0.0% Q2 2026 Jul 09, 2026
David J Yvars Group History No change 14,515 2,272 1.07% 1.07% 332 0 0.0% Q2 2026 Jul 07, 2026
Dorsey & Whitney Trust CO LLC History No change 14,458 2,259 0.11% 0.11% 333 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 14,428 2,255 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 14,343 2,241 0.15% 0.15% 335 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 14,338 2,241 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 14,343 2,241 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 06, 2026
Bensler, LLC History No change 14,336 2,240 0.2% 0.2% 338 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 14,319 2,238 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History No change 14,288 2,233 0.22% 0.22% 340 0 0.0% Q2 2026 Jul 17, 2026
Aberdeen Wealth Management LLC History No change 14,260 2,228 1.07% 1.07% 341 0 0.0% Q2 2026 Aug 13, 2026
Evercore Wealth Management, LLC History No change 14,228 2,223 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 14,193 2,218 0.14% 0.14% 343 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 14,169 2,214 0.13% 0.13% 344 0 0.0% Q2 2026 Jul 31, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 14,145 2,210 0.31% 0.31% 345 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 14,118 2,206 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 14,028 2,192 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 16, 2026
PARK AVENUE SECURITIES LLC History No change 13,974 2,184 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 20, 2026
Millennium Capital Advisors, LLC History No change 13,909 2,174 1.19% 1.19% 349 0 0.0% Q2 2026 Jul 28, 2026
FIRST AMERICAN TRUST, FSB History No change 13,900 2,172 0.13% 0.13% 350 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,766 2,151 0.08% 0.08% 351 0 0.0% Q2 2026 Jul 22, 2026
LANARK FINANCIAL, INC. History No change 13,700 2,141 0.15% 0.15% 352 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 13,700 2,141 0.02% 0.02% 353 0 0.0% Q2 2026 Jul 24, 2026
Mayflower Financial Advisors, LLC History No change 13,686 2,139 0.18% 0.18% 354 0 0.0% Q2 2026 Jul 09, 2026
Private Capital Advisors, Inc. History No change 13,975 2,125 0.18% 0.19% 355 0 0.0% Q3 2026 Oct 06, 2026
Darden Wealth Group Inc History No change 13,570 2,121 0.84% 0.84% 356 0 0.0% Q2 2026 Aug 06, 2026
Cornell Pochily Investment Advisors, Inc. History No change 13,500 2,110 0.57% 0.57% 357 0 0.0% Q2 2026 Jul 15, 2026
MSH Capital Advisors LLC History No change 13,451 2,102 0.37% 0.37% 358 0 0.0% Q2 2026 Aug 10, 2026
First Nebraska Trust Co History No change 13,407 2,095 0.17% 0.17% 359 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 13,382 2,091 0.54% 0.54% 360 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 13,303 2,079 0.07% 0.07% 361 0 0.0% Q2 2026 Aug 10, 2026
Carbahal Olsen Financial Services Group, LLC History No change 13,271 2,074 1.44% 1.44% 362 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 13,183 2,060 0.23% 0.23% 363 0 0.0% Q2 2026 Jul 09, 2026
NorthRock Partners, LLC History No change 13,141 2,053 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 13,129 2,052 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 13, 2026
LOM Asset Management Ltd History No change 13,111 2,049 0.53% 0.53% 366 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 12,972 2,027 0.14% 0.14% 367 0 0.0% Q2 2026 Jul 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 12,929 2,020 0.04% 0.04% 368 0 0.0% Q2 2026 Jul 17, 2026
Cove Private Wealth, LLC History No change 12,927 2,020 0.39% 0.39% 369 0 0.0% Q2 2026 Jul 31, 2026
ADVISORTRUST PARTNERS, LLC History No change 12,892 2,015 0.69% 0.69% 370 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 12,860 2,010 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 04, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 12,792 1,999 0.27% 0.27% 372 0 0.0% Q2 2026 Jul 24, 2026
Legacy Private Trust Co. History No change 13,084 1,989 0.11% 0.11% 373 0 0.0% Q3 2026 Oct 06, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 12,710 1,986 1.63% 1.63% 374 0 0.0% Q2 2026 Jul 23, 2026
ADG Wealth Management Group, LLC History No change 12,655 1,978 1.26% 1.26% 375 0 0.0% Q2 2026 Jul 27, 2026
Oxbow Advisors, LLC History No change 12,621 1,972 0.16% 0.16% 376 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 12,597 1,968 0.1% 0.1% 377 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 12,486 1,951 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 12,473 1,949 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 12,461 1,947 0.42% 0.42% 380 0 0.0% Q2 2026 Aug 06, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 12,429 1,942 0.11% 0.11% 381 0 0.0% Q2 2026 Aug 04, 2026
Traynor Capital Management, Inc. History No change 12,422 1,941 0.09% 0.09% 382 0 0.0% Q2 2026 Jul 22, 2026
Montis Financial, LLC History No change 12,375 1,934 0.4% 0.4% 383 0 0.0% Q2 2026 Aug 05, 2026
Tempus Wealth Planning, LLC History No change 12,300 1,922 0.38% 0.38% 384 0 0.0% Q2 2026 Jul 22, 2026
NCM Capital Management, LLC History No change 12,274 1,918 0.59% 0.59% 385 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 12,277 1,918 0.07% 0.07% 386 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 12,219 1,909 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 12,092 1,898 0.11% 0.11% 388 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 12,038 1,881 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 11,970 1,870 0.04% 0.04% 390 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital Group History No change 11,957 1,868 0.17% 0.17% 391 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 11,951 1,867 0.24% 0.24% 392 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 11,913 1,862 0.21% 0.21% 393 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Investment Counsel History No change 11,902 1,860 0.04% 0.04% 394 0 0.0% Q2 2026 Jul 30, 2026
Belvedere Trading LLC History No change 11,900 1,859 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 11,883 1,857 0.11% 0.11% 396 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 11,846 1,851 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST Co History No change 11,786 1,842 0.06% 0.06% 398 0 0.0% Q2 2026 Aug 03, 2026
Caldwell Trust Co History No change 11,747 1,836 0.15% 0.15% 399 0 0.0% Q2 2026 Aug 03, 2026
Addison Capital Co History No change 11,734 1,834 0.3% 0.3% 400 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 11,674 1,824 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 27, 2026
FIRST HORIZON CORP History No change 11,639 1,819 0.07% 0.07% 402 0 0.0% Q2 2026 Jul 20, 2026
SVB WEALTH LLC History No change 11,614 1,815 0.11% 0.11% 403 0 0.0% Q2 2026 Jul 17, 2026
UNION SAVINGS BANK History No change 11,598 1,812 0.73% 0.73% 404 0 0.0% Q2 2026 Jul 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 11,563 1,807 0.07% 0.07% 405 0 0.0% Q2 2026 Aug 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 11,490 1,795 0.1% 0.1% 406 0 0.0% Q2 2026 Jul 15, 2026
Pacific Point Advisors, LLC History No change 11,383 1,779 0.81% 0.81% 407 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 11,233 1,755 0.15% 0.15% 408 0 0.0% Q2 2026 Aug 05, 2026
Syntegra Private Wealth Group, LLC History No change 11,180 1,747 0.14% 0.14% 409 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 11,056 1,728 0.04% 0.04% 410 0 0.0% Q2 2026 Jul 31, 2026
Bluespring Wealth Management, LLC History No change 10,971 1,714 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 10,901 1,703 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,888 1,701 0.01% 0.01% 413 0 0.0% Q2 2026 Sep 23, 2026
Asset Dedication, LLC History No change 10,874 1,699 0.11% 0.11% 414 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 10,823 1,691 0.09% 0.09% 415 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 10,809 1,689 0.14% 0.14% 416 0 0.0% Q2 2026 Jul 08, 2026
TMB Capital Partners, LLC History No change 10,795 1,687 0.53% 0.53% 417 0 0.0% Q2 2026 Jul 24, 2026
BOK Financial Private Wealth, Inc. History No change 10,785 1,685 0.09% 0.09% 418 0 0.0% Q2 2026 Aug 07, 2026
Virtue Capital Management, LLC History No change 10,720 1,675 0.22% 0.22% 419 0 0.0% Q2 2026 Aug 05, 2026
Fox Hill Wealth Management History No change 10,715 1,674 0.67% 0.67% 420 0 0.0% Q2 2026 Aug 18, 2026
MainStreet Investment Advisors LLC History No change 10,710 1,673 0.23% 0.23% 421 0 0.0% Q2 2026 Aug 12, 2026
Mission Creek Capital Partners, Inc. History No change 10,686 1,670 0.29% 0.29% 422 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 10,560 1,650 0.09% 0.09% 423 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 10,537 1,646 0.05% 0.05% 424 0 0.0% Q2 2026 Aug 05, 2026
RWA WEALTH PARTNERS, LLC History No change 10,517 1,643 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,509 1,642 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 28, 2026
CDKV HOLDINGS LLC History No change 10,485 1,638 1.28% 1.28% 427 0 0.0% Q2 2026 Jul 30, 2026
Regal Investment Advisors LLC History No change 10,467 1,635 0.08% 0.08% 428 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 10,457 1,634 0.49% 0.49% 429 0 0.0% Q2 2026 Jul 15, 2026
XML Financial, LLC History No change 10,439 1,631 0.12% 0.12% 430 0 0.0% Q2 2026 Jul 24, 2026
Richwood Investment Advisors, LLC History No change 10,427 1,629 1.15% 1.15% 431 0 0.0% Q2 2026 Jul 29, 2026
Mirae Asset Global Investments Co., Ltd. History No change 10,400 1,625 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 22, 2026
Nest Investments, LLC History No change 10,370 1,620 1.23% 1.23% 433 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 10,345 1,616 0.07% 0.07% 434 0 0.0% Q2 2026 Jul 20, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 10,321 1,613 0.27% 0.27% 435 0 0.0% Q2 2026 Jul 21, 2026
Asset Allocation & Management Company, LLC History No change 10,273 1,606 0.52% 0.52% 436 0 0.0% Q2 2026 Jul 15, 2026
Robertson Stephens Wealth Management, LLC History No change 10,247 1,601 0.04% 0.04% 437 0 0.0% Q2 2026 Jul 29, 2026
ROMANO BROTHERS AND COMPANY History No change 10,231 1,599 0.16% 0.16% 438 0 0.0% Q2 2026 Jul 21, 2026
Tyche Wealth Partners LLC History No change 10,158 1,587 0.22% 0.22% 439 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 10,115 1,580 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 10, 2026
Keel Point, LLC History No change 10,073 1,574 0.09% 0.09% 441 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 10,029 1,567 0.18% 0.18% 442 0 0.0% Q2 2026 Jul 22, 2026
Prepared Retirement Institute LLC History No change 9,995 1,562 0.66% 0.66% 443 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 9,975 1,559 0.05% 0.05% 444 0 0.0% Q2 2026 Jul 31, 2026
Sound View Wealth Advisors Group, LLC History No change 9,932 1,552 0.1% 0.1% 445 0 0.0% Q2 2026 Aug 11, 2026
Challenger Wealth Management History No change 9,918 1,550 1.14% 1.14% 446 0 0.0% Q2 2026 Jul 29, 2026
Farmers National Bank History No change 9,913 1,549 0.32% 0.32% 447 0 0.0% Q2 2026 Aug 11, 2026
Viewpoint Capital Management LLC History No change 9,906 1,548 0.79% 0.79% 448 0 0.0% Q2 2026 Aug 04, 2026
Planned Solutions, Inc. History No change 9,863 1,541 0.44% 0.44% 449 0 0.0% Q2 2026 Jul 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 9,809 1,533 0.08% 0.08% 450 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO History No change 9,583 1,518 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 9,707 1,517 0.08% 0.08% 452 0 0.0% Q2 2026 Jul 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 9,667 1,511 0.08% 0.08% 453 0 0.0% Q2 2026 Jul 31, 2026
Squire Investment Management Company, LLC History No change 9,666 1,510 0.36% 0.36% 454 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,659 1,509 0.03% 0.03% 455 0 0.0% Q2 2026 Jul 15, 2026
SouthState Bank Corp History No change 9,630 1,505 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 06, 2026
waypoint wealth counsel History No change 9,573 1,496 0.94% 0.94% 457 0 0.0% Q2 2026 Aug 04, 2026
IMA Advisory Services, Inc. History No change 9,565 1,494 0.09% 0.09% 458 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Co of New England, Inc. History No change 9,538 1,490 0.54% 0.54% 459 0 0.0% Q2 2026 Jul 30, 2026
Tempo Wealth, LLC History No change 9,519 1,487 0.22% 0.22% 460 0 0.0% Q2 2026 Jul 27, 2026
Plancorp, LLC History No change 9,233 1,481 0.04% 0.04% 461 0 0.0% Q2 2026 Jul 14, 2026
HM PAYSON & CO History No change 9,462 1,478 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 17, 2026
Focus Financial Network, Inc. History No change 9,460 1,478 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 09, 2026
Occidental Asset Management, LLC History No change 9,395 1,468 0.15% 0.15% 464 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 9,374 1,465 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 03, 2026
INVENIO WEALTH PARTNERS LLC History No change 9,325 1,457 0.52% 0.52% 466 0 0.0% Q2 2026 Jul 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 9,326 1,457 0.33% 0.33% 467 0 0.0% Q2 2026 Jul 27, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 9,306 1,454 0.03% 0.03% 468 0 0.0% Q2 2026 Jul 17, 2026
Embree Financial Group History No change 9,262 1,447 0.14% 0.14% 469 0 0.0% Q2 2026 Jul 15, 2026
WBH ADVISORY INC History No change 9,239 1,444 0.1% 0.1% 470 0 0.0% Q2 2026 Aug 05, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 9,220 1,441 1.0% 1.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisory Group, Inc. History No change 9,194 1,436 0.63% 0.63% 472 0 0.0% Q2 2026 Jul 09, 2026
Whalen Wealth Management Inc. History New 9,398 1,429 0.61% — 473 +9,398 New Q3 2026 Oct 08, 2026
Venture Visionary Partners LLC History Reduced 9,351 1,422 0.04% 0.04% 475 -252 -2.62% Q3 2026 Oct 07, 2026
Point72 Asset Management, L.P. History No change 9,100 1,422 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 14, 2026
Freedom Financial Partners LLC History No change 9,094 1,421 0.46% 0.46% 476 0 0.0% Q2 2026 Aug 06, 2026
Platform Technology Partners History No change 9,071 1,417 0.23% 0.23% 477 0 0.0% Q2 2026 Jul 24, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 9,070 1,417 0.08% 0.08% 478 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 9,067 1,417 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 9,064 1,416 0.21% 0.21% 480 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 9,051 1,414 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 07, 2026
GreatBanc Trust CO History No change 9,035 1,412 0.88% 0.88% 482 0 0.0% Q2 2026 Jul 29, 2026
Mesirow Financial Investment Management, Inc. History No change 9,002 1,406 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 22, 2026
Rockbridge Investment Management, LCC History No change 8,969 1,401 0.11% 0.11% 484 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 9,207 1,400 0.09% 0.09% 485 +291 3.26% Q3 2026 Oct 08, 2026
Relyea Zuckerberg Hanson LLC History No change 8,936 1,396 0.12% 0.12% 486 0 0.0% Q2 2026 Jul 16, 2026
CHOREO, LLC History No change 8,903 1,391 0.02% 0.02% 487 0 0.0% Q2 2026 Aug 04, 2026
Wolff Financial Management LLC History No change 8,887 1,389 0.28% 0.28% 488 0 0.0% Q2 2026 Jul 16, 2026
WELCH & FORBES LLC History No change 8,855 1,384 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 30, 2026
Rehmann Capital Advisory Group History No change 8,789 1,382 0.06% 0.06% 490 0 0.0% Q2 2026 Aug 20, 2026
Capital Advisors, Ltd. LLC History No change 8,759 1,369 0.14% 0.14% 491 0 0.0% Q2 2026 Jul 16, 2026
Winthrop Advisory Group LLC History No change 8,758 1,368 0.09% 0.09% 492 0 0.0% Q2 2026 Jul 17, 2026
BIP Wealth, LLC History No change 8,735 1,365 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 03, 2026
VAUGHAN & Co SECURITIES, INC. History No change 8,692 1,358 0.63% 0.63% 494 0 0.0% Q2 2026 Aug 03, 2026
Infinity Wealth Counsel, LLC History No change 8,680 1,356 1.1% 1.1% 495 0 0.0% Q2 2026 Jul 09, 2026
Providence First Trust Co History No change 8,666 1,354 0.38% 0.38% 496 0 0.0% Q2 2026 Jul 27, 2026
ARS Investment Partners, LLC History No change 8,511 1,330 0.06% 0.06% 497 0 0.0% Q2 2026 Jul 09, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 8,440 1,319 0.88% 0.88% 498 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 8,437 1,318 0.25% 0.25% 499 0 0.0% Q2 2026 Jul 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,403 1,313 0.06% 0.06% 500 0 0.0% Q2 2026 Jul 23, 2026
Weinberger Asset Management, Inc History No change 8,096 1,305 0.42% 0.42% 501 0 0.0% Q2 2026 Aug 05, 2026
Apella Capital, LLC History Added to 8,468 1,297 0.02% 0.02% 503 +1,468 20.97% Q3 2026 Oct 08, 2026
FIRST NATIONAL TRUST CO History No change 8,301 1,297 0.04% 0.04% 502 0 0.0% Q2 2026 Jul 30, 2026
CHATHAM CAPITAL GROUP, INC. History No change 8,298 1,296 0.17% 0.17% 504 0 0.0% Q2 2026 Jul 10, 2026
DAVIDSON TRUST CO History No change 8,281 1,294 0.5% 0.5% 505 0 0.0% Q2 2026 Jul 29, 2026
Independent Wealth Network Inc. History No change 8,271 1,292 0.33% 0.33% 506 0 0.0% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History No change 8,246 1,288 0.03% 0.03% 507 0 0.0% Q2 2026 Jul 31, 2026
Old North State Trust, LLC History No change 8,228 1,286 0.66% 0.66% 508 0 0.0% Q2 2026 Aug 17, 2026
Beacon Financial Advisory LLC History No change 8,203 1,282 0.25% 0.25% 509 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,405 1,278 0.03% 0.03% 511 -165 -1.93% Q3 2026 Oct 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 8,181 1,278 0.07% 0.07% 510 0 0.0% Q2 2026 Jul 15, 2026
TCI Wealth Advisors, Inc. History No change 8,164 1,276 0.06% 0.06% 512 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 8,168 1,276 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 8,168 1,276 0.1% 0.1% 514 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 8,143 1,272 0.13% 0.13% 515 0 0.0% Q2 2026 Jul 24, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 8,087 1,263 0.08% 0.08% 516 0 0.0% Q2 2026 Jul 28, 2026
Kohmann Bosshard Financial Services, LLC History No change 8,039 1,256 0.11% 0.11% 517 0 0.0% Q2 2026 Jul 14, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 8,019 1,253 1.12% 1.12% 518 0 0.0% Q2 2026 Jul 09, 2026
Old Mission Investment Co LLC History No change 8,022 1,253 0.26% 0.26% 519 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,014 1,252 0.02% 0.02% 520 0 0.0% Q2 2026 Aug 14, 2026
GoalVest Advisory LLC History Added to 8,222 1,250 0.22% 0.19% 521 +1,649 25.09% Q3 2026 Oct 02, 2026
Dodds Wealth, LLC History No change 8,001 1,250 0.28% 0.28% 522 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 7,987 1,248 0.1% 0.1% 523 0 0.0% Q2 2026 Jul 28, 2026
Performance Wealth Partners, LLC History No change 7,971 1,245 0.03% 0.03% 524 0 0.0% Q2 2026 Aug 07, 2026
Able Wealth Management LLC History No change 7,968 1,245 0.29% 0.29% 525 0 0.0% Q2 2026 Jul 29, 2026
CHAPIN DAVIS, INC. History No change 7,962 1,244 0.22% 0.22% 526 0 0.0% Q2 2026 Jul 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 7,957 1,243 0.71% 0.71% 527 0 0.0% Q2 2026 Jul 15, 2026
Caprock Group, LLC History No change 7,852 1,227 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 27, 2026
Legacy Trust History No change 7,835 1,224 0.22% 0.22% 529 0 0.0% Q2 2026 Jul 31, 2026
O'ROURKE & COMPANY, Inc History No change 7,830 1,223 0.43% 0.43% 530 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 7,808 1,220 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 17, 2026
SCS Capital Management LLC History No change 7,811 1,220 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 06, 2026
NorthCrest Asset Manangement, LLC History No change 7,715 1,219 0.03% 0.03% 533 0 0.0% Q2 2026 Jul 15, 2026
Thayer Partners, LLC / MA History No change 7,803 1,219 0.5% 0.5% 534 0 0.0% Q2 2026 Jul 31, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 7,788 1,217 0.19% 0.19% 535 0 0.0% Q2 2026 Aug 06, 2026
Capital Asset Advisory Services LLC History No change 7,788 1,217 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,777 1,215 0.04% 0.04% 537 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 7,769 1,214 0.05% 0.05% 538 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 7,758 1,212 0.24% 0.24% 539 0 0.0% Q2 2026 Aug 03, 2026
CVA Family Office, LLC History No change 7,752 1,211 0.11% 0.11% 540 0 0.0% Q2 2026 Aug 07, 2026
Accredited Investors Inc. History No change 7,719 1,206 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 21, 2026
Compound Planning, Inc. History No change 7,716 1,206 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 04, 2026
S&A Financial Services, Inc. History No change 7,647 1,195 0.73% 0.73% 543 0 0.0% Q2 2026 Jul 27, 2026
Capital Group Private Client Services, Inc. History No change 7,576 1,184 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Capital Advisors LLC History No change 7,575 1,183 0.08% 0.08% 545 0 0.0% Q2 2026 Aug 12, 2026
Next Level Private LLC History No change 7,572 1,183 0.23% 0.23% 546 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History Reduced 7,753 1,178 0.02% 0.02% 547 -71 -0.91% Q3 2026 Oct 05, 2026
Argyle Capital Partners, LLC History No change 7,534 1,177 0.74% 0.74% 548 0 0.0% Q2 2026 Aug 07, 2026
Sentinel Advisory Group, LLC History No change 7,521 1,175 0.48% 0.48% 549 0 0.0% Q2 2026 Jul 23, 2026
Apollon Wealth Management, LLC History No change 7,506 1,173 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 22, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 7,498 1,171 0.54% 0.54% 551 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 7,449 1,164 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 21, 2026
Financial Engines Advisors L.L.C. History No change 7,436 1,162 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 7,336 1,146 0.02% 0.02% 554 0 0.0% Q2 2026 Jul 31, 2026
Crestwood Advisors Group, LLC History No change 7,299 1,140 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 7,294 1,140 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 7,220 1,128 0.06% 0.06% 557 0 0.0% Q2 2026 Jul 24, 2026
Wellspring Financial Advisors, LLC History No change 7,205 1,126 0.07% 0.07% 558 0 0.0% Q2 2026 Jul 20, 2026
ASSOCIATED BANC-CORP History No change 7,130 1,114 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 31, 2026
Code Waechter LLC History No change 7,120 1,112 0.58% 0.58% 560 0 0.0% Q2 2026 Jul 31, 2026
GUERRA PAN ADVISORS, LLC History No change 7,058 1,103 0.62% 0.62% 561 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK OF OMAHA History No change 6,980 1,102 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 07, 2026
MKT Advisors LLC History No change 6,898 1,102 0.34% 0.34% 563 0 0.0% Q2 2026 Jul 09, 2026
D. E. Shaw & Co., Inc. History No change 7,043 1,100 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 7,013 1,096 0.08% 0.08% 565 0 0.0% Q2 2026 Aug 05, 2026
Resonant Capital Advisors, LLC History No change 7,000 1,094 0.05% 0.05% 566 0 0.0% Q2 2026 Jul 24, 2026
Pathway Financial Advisers, LLC History No change 6,951 1,086 0.27% 0.27% 567 0 0.0% Q2 2026 Jul 30, 2026
Vision Retirement, LLC History No change 6,928 1,082 0.26% 0.26% 568 0 0.0% Q2 2026 Jul 21, 2026
Helium Advisors LLC History No change 6,892 1,077 0.89% 0.89% 569 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 6,843 1,069 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 28, 2026
River Wealth Advisors LLC History No change 6,835 1,068 0.11% 0.11% 571 0 0.0% Q2 2026 Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 6,816 1,065 0.11% 0.11% 572 0 0.0% Q2 2026 Jul 13, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 6,754 1,055 0.49% 0.49% 573 0 0.0% Q2 2026 Sep 18, 2026
Atlas Private Wealth Advisors History No change 6,649 1,039 0.23% 0.23% 574 0 0.0% Q2 2026 Jul 27, 2026
Cordgrass Capital Advisors, LLC History No change 6,626 1,035 0.39% 0.39% 575 0 0.0% Q2 2026 Aug 06, 2026
Churchill Financial Advisors, LLC History No change 6,618 1,034 0.2% 0.2% 576 0 0.0% Q2 2026 Jul 15, 2026
WealthTrust Axiom LLC History No change 6,575 1,027 0.23% 0.23% 577 0 0.0% Q2 2026 Aug 11, 2026
Strait & Sound Wealth Management LLC History No change 6,561 1,025 0.36% 0.36% 578 0 0.0% Q2 2026 Aug 17, 2026
Colter Lewis Investment Partners LLC History No change 6,530 1,020 0.45% 0.45% 579 0 0.0% Q2 2026 Aug 14, 2026
Stronghold Wealth Management L.L.C. History No change 6,522 1,019 1.36% 1.36% 580 0 0.0% Q2 2026 Jul 24, 2026
Florida Trust Wealth Management Co History No change 6,519 1,018 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 6,493 1,014 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 6,483 1,013 0.1% 0.1% 583 0 0.0% Q2 2026 Jul 28, 2026
Sageworth Trust Co History No change 6,485 1,013 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 28, 2026
Indiana Trust & Investment Management Co History No change 6,449 1,007 0.28% 0.28% 585 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF VERMONT History No change 6,416 1,002 0.04% 0.04% 586 0 0.0% Q2 2026 Aug 07, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,217 997 0.24% 0.24% 587 0 0.0% Q2 2026 Aug 06, 2026
KINTRA WEALTH, LLC History No change 6,019 991 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 6,295 983 0.4% 0.4% 589 0 0.0% Q2 2026 Aug 13, 2026
Reality Financial Planning Services, LLC History No change 6,294 983 0.95% 0.95% 590 0 0.0% Q2 2026 Aug 17, 2026
ASPIRIANT, LLC History No change 6,259 978 0.02% 0.02% 591 0 0.0% Q2 2026 Jul 20, 2026
Thomasville National Bank History No change 6,258 978 0.05% 0.05% 592 0 0.0% Q2 2026 Jul 20, 2026
IHT Wealth Management, LLC History No change 6,260 978 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 6,233 974 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Reduced 6,398 972 0.08% 0.09% 595 -50 -0.78% Q3 2026 Oct 01, 2026
W ADVISORS, LLC History No change 6,207 970 0.44% 0.44% 596 0 0.0% Q2 2026 Jul 31, 2026
Citizens National Bank Trust Department History No change 6,205 969 0.14% 0.14% 597 0 0.0% Q2 2026 Jul 22, 2026
APPLETON PARTNERS INC/MA History No change 6,184 967 0.06% 0.06% 598 0 0.0% Q2 2026 Jul 21, 2026
Dale Q Rice Investment Management Ltd History No change 6,193 967 0.52% 0.52% 599 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 6,192 967 0.05% 0.05% 600 0 0.0% Q2 2026 Jul 07, 2026
WARNER FINANCIAL, INC History No change 6,184 966 0.28% 0.28% 601 0 0.0% Q2 2026 Jul 09, 2026
BHK Investment Advisors, LLC History No change 6,167 963 0.29% 0.29% 602 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,151 962 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,129 957 0.04% 0.04% 604 0 0.0% Q2 2026 Aug 03, 2026
Wealth Dimensions Group, Ltd. History No change 6,123 956 0.17% 0.17% 605 0 0.0% Q2 2026 Jul 22, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,095 952 0.2% 0.2% 606 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 6,082 950 0.02% 0.02% 607 0 0.0% Q2 2026 Jul 07, 2026
DT Investment Partners, LLC History No change 6,000 937 0.07% 0.07% 608 0 0.0% Q2 2026 Jul 27, 2026
Harpswell Capital Advisors, LLC History No change 6,000 937 0.6% 0.6% 609 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Group, LLC History No change 5,920 925 0.05% 0.05% 610 0 0.0% Q2 2026 Jul 27, 2026
Fortis Group Advisors, LLC History No change 5,924 925 0.15% 0.15% 611 0 0.0% Q2 2026 Jul 24, 2026
Jupiter Wealth Management LLC History No change 5,900 922 0.37% 0.37% 612 0 0.0% Q2 2026 Aug 10, 2026
Capital Advantage, Inc. History No change 5,879 918 0.11% 0.11% 613 0 0.0% Q2 2026 Jul 13, 2026
Krilogy Financial LLC History No change 5,863 916 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 27, 2026
Gerald Baker Financial Group LLC History No change 5,847 913 0.26% 0.26% 615 0 0.0% Q2 2026 Aug 03, 2026
Brookstone Capital Management History No change 5,837 912 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 15, 2026
TFC Financial Management, Inc. History No change 5,824 910 0.1% 0.1% 617 0 0.0% Q2 2026 Jul 23, 2026
Journey Advisory Group, LLC History No change 5,823 910 0.07% 0.07% 618 0 0.0% Q2 2026 Aug 04, 2026
M1 Capital Management LLC History No change 5,818 909 0.34% 0.34% 619 0 0.0% Q2 2026 Aug 11, 2026
Trace Wealth Advisors, LLC History No change 5,804 907 0.59% 0.59% 620 0 0.0% Q2 2026 Jul 28, 2026
Texas Yale Capital Corp. History No change 5,795 905 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History No change 5,793 905 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 05, 2026
Park Place Capital Corp History No change 5,787 904 0.14% 0.14% 623 0 0.0% Q2 2026 Aug 13, 2026
First Citizens Financial Corp History No change 5,901 897 0.38% 0.39% 624 0 0.0% Q3 2026 Oct 02, 2026
Calamos Wealth Management LLC History No change 5,698 890 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 31, 2026
Modera Wealth Management, LLC History No change 5,686 888 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 03, 2026
ASL Financial, LLC History No change 5,676 887 0.62% 0.62% 627 0 0.0% Q2 2026 Jul 21, 2026
Urban Wealth Management, LLC History No change 5,673 886 0.77% 0.77% 628 0 0.0% Q2 2026 Jul 23, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 5,600 875 0.15% 0.15% 629 0 0.0% Q2 2026 Aug 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 5,591 873 0.06% 0.06% 630 0 0.0% Q2 2026 Aug 03, 2026
FAGAN ASSOCIATES, INC. History No change 5,579 871 0.11% 0.11% 631 0 0.0% Q2 2026 Aug 04, 2026
Alley Investment Management Company, LLC History No change 5,579 871 0.1% 0.1% 632 0 0.0% Q2 2026 Jul 23, 2026
Dupree Financial Group, LLC History No change 5,573 871 0.33% 0.33% 633 0 0.0% Q2 2026 Jul 23, 2026
Powers Advisory Group, LLC History No change 5,548 867 0.27% 0.27% 634 0 0.0% Q2 2026 Jul 31, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,535 865 0.05% 0.05% 635 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 5,537 865 0.08% 0.08% 636 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History No change 5,459 862 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 14, 2026
Choate Investment Advisors History No change 5,490 858 0.02% 0.02% 638 0 0.0% Q2 2026 Aug 11, 2026
KDK Private Wealth Management, LLC History No change 5,454 852 0.71% 0.71% 639 0 0.0% Q2 2026 Aug 12, 2026
CABANA LLC History No change 5,443 851 6.41% 6.41% 640 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 5,448 851 0.02% 0.02% 641 0 0.0% Q2 2026 Aug 10, 2026
GAMCO INVESTORS, INC. ET AL History No change 5,400 844 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,396 843 0.01% 0.01% 643 0 0.0% Q2 2026 Sep 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,331 833 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 14, 2026
Welch Group, LLC History No change 5,332 833 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 23, 2026
New England Private Wealth Advisors LLC History No change 5,102 831 0.08% 0.08% 646 0 0.0% Q2 2026 Aug 04, 2026
Montecito Bank & Trust History Added to 5,459 830 0.13% 0.12% 647 +407 8.06% Q3 2026 Oct 01, 2026
DEARBORN PARTNERS LLC History No change 5,472 828 0.04% 0.04% 648 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 5,297 827 0.26% 0.26% 649 0 0.0% Q2 2026 Jul 20, 2026
Clear Harbor Asset Management, LLC History No change 5,270 823 0.05% 0.05% 650 0 0.0% Q2 2026 Aug 12, 2026
MARQUETTE ASSOCIATES, INC. History No change 5,243 819 0.6% 0.6% 651 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON-ALTUS USA INC. History No change 5,400 817 0.58% 0.58% 652 0 0.0% Q2 2026 Sep 17, 2026
TCP Asset Management, LLC History No change 5,199 812 0.09% 0.09% 653 0 0.0% Q2 2026 Jul 15, 2026
WJ Financial Advisors LLC History No change 5,188 810 0.59% 0.59% 654 0 0.0% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History No change 5,180 809 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 4,999 808 0.27% 0.27% 656 0 0.0% Q2 2026 Jul 21, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 5,144 804 0.4% 0.4% 657 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 5,135 803 0.03% 0.03% 658 0 0.0% Q2 2026 Aug 17, 2026
GENTRY PRIVATE WEALTH, LLC History No change 5,115 799 0.41% 0.41% 659 0 0.0% Q2 2026 Aug 05, 2026
Aspen Grove Capital, LLC History No change 5,105 797 0.11% 0.11% 660 0 0.0% Q2 2026 Aug 14, 2026
WealthPLAN Partners, LLC History No change 5,098 796 0.15% 0.15% 661 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,083 794 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
Fusion Family Wealth, LLC History No change 5,037 787 0.05% 0.05% 663 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 5,002 781 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 18, 2026
North Forty Two & Co. History No change 5,002 781 0.66% 0.66% 665 0 0.0% Q2 2026 Jul 24, 2026
55 North Private Wealth, LLC History No change 5,000 781 0.15% 0.15% 666 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,997 780 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 4,982 778 0.03% 0.03% 668 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,965 776 0.07% 0.07% 669 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Reduced 5,096 774 0.02% 0.02% 671 -50 -0.97% Q3 2026 Oct 08, 2026
Nuveen, LLC History No change 4,954 774 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 11, 2026
Ignite Planners, LLC History No change 4,924 769 0.11% 0.11% 672 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 4,906 766 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 17, 2026
Vise Technologies, Inc. History No change 4,903 766 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 10, 2026
Ellsworth Advisors, LLC History No change 4,781 763 0.13% 0.13% 675 0 0.0% Q2 2026 Jul 16, 2026
Bedel Financial Consulting, Inc. History No change 4,851 758 0.07% 0.07% 676 0 0.0% Q2 2026 Jul 29, 2026
Waldron Private Wealth LLC History No change 4,845 757 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 20, 2026
INVESTED ADVISORS History No change 4,838 756 0.67% 0.67% 678 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History No change 4,955 753 0.05% 0.05% 679 0 0.0% Q3 2026 Oct 05, 2026
MAYPORT, LLC History No change 4,774 746 0.12% 0.12% 680 0 0.0% Q2 2026 Aug 07, 2026
CapWealth Advisors, LLC History Reduced 4,869 740 0.06% 0.05% 681 -25 -0.51% Q3 2026 Oct 05, 2026
Maridea Wealth Management LLC History No change 4,728 738 0.08% 0.08% 682 0 0.0% Q2 2026 Aug 06, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 4,701 734 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 13, 2026
Edge Wealth Management LLC History No change 4,701 734 0.12% 0.12% 684 0 0.0% Q2 2026 Jul 09, 2026
Global Trust Asset Management, LLC History No change 4,700 734 0.23% 0.23% 685 0 0.0% Q2 2026 Aug 03, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,695 733 0.05% 0.05% 686 0 0.0% Q2 2026 Jul 20, 2026
Carl P. Sherr & Co., LLC History No change 4,691 733 0.31% 0.31% 687 0 0.0% Q2 2026 Jul 31, 2026
RIK SAYLOR FINANCIAL, INC. History No change 4,695 733 0.49% 0.49% 688 0 0.0% Q2 2026 Aug 05, 2026
SeaCrest Wealth Management, LLC History No change 4,651 727 0.08% 0.08% 689 0 0.0% Q2 2026 Jul 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,630 723 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 24, 2026
Venturi Wealth Management, LLC History No change 4,621 722 0.03% 0.03% 691 0 0.0% Q2 2026 Jul 20, 2026
Portland Global Advisors LLC History No change 4,600 718 0.07% 0.07% 692 0 0.0% Q2 2026 Aug 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 4,545 710 0.97% 0.97% 693 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,526 707 0.03% 0.03% 694 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 4,493 702 0.07% 0.07% 695 0 0.0% Q2 2026 Jul 27, 2026
Compass Ion Advisors, LLC History No change 4,456 696 0.06% 0.06% 696 0 0.0% Q2 2026 Aug 12, 2026
STAR Financial Bank History No change 4,457 696 0.28% 0.28% 697 0 0.0% Q2 2026 Aug 07, 2026
Fonville Wealth Management LLC History No change 4,436 693 0.11% 0.11% 698 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial Strategies, Inc. History No change 4,430 692 0.05% 0.05% 699 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 4,423 691 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 23, 2026
Keystone Wealth Services, LLC History No change 4,421 690 0.13% 0.13% 701 0 0.0% Q2 2026 Aug 05, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 4,389 686 0.07% 0.07% 702 0 0.0% Q2 2026 Jul 29, 2026
SageGuard Financial Group, LLC History No change 4,362 681 0.1% 0.1% 703 0 0.0% Q2 2026 Jul 27, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 4,349 679 0.04% 0.04% 704 0 0.0% Q2 2026 Jul 31, 2026
Sterling Wealth Management, Inc. History No change 4,344 679 0.17% 0.17% 705 0 0.0% Q2 2026 Jul 30, 2026
Greenfield Savings Bank History Reduced 4,445 675 0.26% 0.28% 706 -300 -6.32% Q3 2026 Oct 07, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 4,323 675 0.23% 0.23% 707 0 0.0% Q2 2026 Jul 09, 2026
Dynamic Advisor Solutions LLC History No change 4,306 673 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 07, 2026
Heartwood Wealth Advisors LLC History Reduced 4,370 664 0.05% 0.05% 709 -7 -0.16% Q3 2026 Oct 05, 2026
Ocean Park Asset Management, LLC History No change 4,243 663 0.03% 0.03% 710 0 0.0% Q2 2026 Jul 09, 2026
SkyOak Wealth, LLC History No change 4,234 661 0.11% 0.11% 711 0 0.0% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History No change 4,231 661 0.51% 0.51% 712 0 0.0% Q2 2026 Jul 24, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 4,209 657 0.3% 0.3% 713 0 0.0% Q2 2026 Aug 04, 2026
REGATTA CAPITAL GROUP, LLC History No change 4,198 656 0.09% 0.09% 714 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Group, LLC History No change 4,189 654 0.05% 0.05% 715 0 0.0% Q2 2026 Aug 10, 2026
Mascoma Wealth Management LLC History No change 4,184 654 0.12% 0.12% 716 0 0.0% Q2 2026 Jul 24, 2026
BARRETT & COMPANY, INC. History No change 4,181 653 0.18% 0.18% 717 0 0.0% Q2 2026 Jul 24, 2026
Triangle Securities Wealth Management History No change 4,080 637 0.13% 0.13% 718 0 0.0% Q2 2026 Jul 14, 2026
Hyposwiss Advisors SA History No change 4,075 636 0.6% 0.6% 719 0 0.0% Q2 2026 Jul 21, 2026
United Community Bank History No change 4,060 634 0.2% 0.2% 720 0 0.0% Q2 2026 Aug 13, 2026
Lakeridge Wealth Management LLC History No change 4,058 634 0.23% 0.23% 721 0 0.0% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,053 633 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 4,045 632 0.1% 0.1% 723 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 4,039 631 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 15, 2026
Nilsine Partners, LLC History No change 4,039 631 0.04% 0.04% 725 0 0.0% Q2 2026 Jul 24, 2026
Advisors Capital Management, LLC History No change 4,037 630 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 11, 2026
Ledyard National Bank History No change 4,009 626 0.05% 0.05% 727 0 0.0% Q2 2026 Jul 16, 2026
Procyon Advisors, LLC History No change 4,006 626 0.03% 0.03% 728 0 0.0% Q2 2026 Jul 09, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,993 624 0.08% 0.08% 729 0 0.0% Q2 2026 Aug 14, 2026
Integris Wealth Management, LLC History No change 3,987 623 0.13% 0.13% 730 0 0.0% Q2 2026 Jul 10, 2026
Costello Asset Management, INC History No change 3,984 622 0.19% 0.19% 731 0 0.0% Q2 2026 Jul 28, 2026
Atlanta Consulting Group Advisors, LLC History No change 3,979 621 0.1% 0.1% 732 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 3,962 619 0.03% 0.03% 733 0 0.0% Q2 2026 Aug 13, 2026
LexAurum Advisors, LLC History No change 3,962 619 0.07% 0.07% 734 0 0.0% Q2 2026 Jul 15, 2026
Bouvel Investment Partners, LLC History No change 3,966 619 0.14% 0.14% 735 0 0.0% Q2 2026 Jul 17, 2026
Navigation Group, LLC History No change 3,965 619 0.12% 0.12% 736 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 3,952 617 0.03% 0.03% 737 0 0.0% Q2 2026 Jul 23, 2026
Ascent Group, LLC History No change 3,946 616 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 03, 2026
Selective Wealth Management, Inc. History No change 3,803 615 0.16% 0.16% 739 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIENT ADVISORS LLC History No change 3,896 608 0.09% 0.09% 740 0 0.0% Q2 2026 Aug 07, 2026
Samalin Investment Counsel, LLC History No change 3,840 600 0.19% 0.19% 741 0 0.0% Q2 2026 Jul 27, 2026
Neumann Capital Management, LLC History No change 3,819 596 0.39% 0.39% 742 0 0.0% Q2 2026 Jul 10, 2026
Trilogy Capital Inc. History No change 3,782 591 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 02, 2026
Breakwater Capital Group History No change 3,777 590 0.07% 0.07% 744 0 0.0% Q2 2026 Jul 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,765 588 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,723 581 0.03% 0.03% 746 0 0.0% Q2 2026 Jul 28, 2026
WEST PACES ADVISORS INC. History No change 3,714 580 0.1% 0.1% 747 0 0.0% Q2 2026 Jul 17, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 3,813 579 0.55% 0.51% 748 +613 19.16% Q3 2026 Oct 07, 2026
Hoese & Co LLP History No change 3,695 577 0.37% 0.37% 749 0 0.0% Q2 2026 Jul 14, 2026
Coppell Advisory Solutions LLC History No change 8 576 0.05% 0.05% 750 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 3,683 575 0.22% 0.22% 751 0 0.0% Q2 2026 Jul 30, 2026
NBH Bank History No change 3,675 574 0.24% 0.24% 752 0 0.0% Q2 2026 Aug 14, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 3,774 573 0.31% 0.32% 753 0 0.0% Q3 2026 Oct 06, 2026
Alpine Bank Wealth Management History No change 3,641 569 0.07% 0.07% 754 0 0.0% Q2 2026 Aug 07, 2026
Bull Street Advisors, LLC History No change 3,625 567 0.26% 0.26% 755 0 0.0% Q2 2026 Jul 28, 2026
Logan Stone Capital, LLC History No change 3,626 566 0.12% 0.12% 756 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 3,613 564 0.11% 0.11% 757 0 0.0% Q2 2026 Jul 28, 2026
Clark Capital Management Group, Inc. History No change 3,605 563 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 11, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 3,604 563 0.23% 0.23% 759 0 0.0% Q2 2026 Aug 04, 2026
ROGCO, LP History No change 3,590 561 0.17% 0.17% 760 0 0.0% Q2 2026 Jul 30, 2026
IRON Financial LLC History No change 3,564 557 0.23% 0.23% 761 0 0.0% Q2 2026 Jul 22, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 3,551 555 0.07% 0.07% 762 0 0.0% Q2 2026 Jul 24, 2026
Worth Financial Advisory Group, LLC History No change 3,550 554 0.23% 0.23% 763 0 0.0% Q2 2026 Jul 30, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 3,534 552 0.03% 0.03% 764 0 0.0% Q2 2026 Sep 11, 2026
Cambridge Advisors Inc. History No change 3,538 552 0.09% 0.09% 765 0 0.0% Q2 2026 Jul 16, 2026
COFG Advisors, LLC History No change 3,536 552 0.1% 0.1% 766 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT PARTNERS, LTD. History No change 3,510 548 0.17% 0.17% 767 0 0.0% Q2 2026 Aug 04, 2026
Hexagon Capital Partners LLC History No change 3,504 547 0.08% 0.08% 768 0 0.0% Q2 2026 Aug 06, 2026
truNorth Financial Services, Inc. History No change 3,470 542 0.49% 0.49% 769 0 0.0% Q2 2026 Jul 30, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 3,547 539 0.14% 0.17% 770 -534 -13.09% Q3 2026 Oct 06, 2026
Strategic Wealth Partners, Ltd. History No change 3,426 535 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 3,412 533 0.04% 0.04% 772 0 0.0% Q2 2026 Aug 11, 2026
Interchange Capital Partners, LLC History No change 3,416 533 0.1% 0.1% 773 0 0.0% Q2 2026 Jul 20, 2026
Bank of New Hampshire History No change 3,500 532 0.11% 0.11% 774 0 0.0% Q3 2026 Oct 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,390 529 0.03% 0.03% 775 0 0.0% Q2 2026 Jul 31, 2026
Sage Capital Management, LLC History No change 3,372 527 0.21% 0.21% 776 0 0.0% Q2 2026 Jul 20, 2026
Allie Family Office LLC History No change 3,370 526 0.19% 0.19% 777 0 0.0% Q2 2026 Oct 02, 2026
PMG Wealth Management, Inc. History No change 3,360 525 0.32% 0.32% 778 0 0.0% Q2 2026 Aug 05, 2026
Kelsey Financial, LLC History No change 3,354 524 0.4% 0.4% 779 0 0.0% Q2 2026 Aug 10, 2026
Peak Planning Group, LLC History No change 3,356 524 0.12% 0.12% 780 0 0.0% Q2 2026 Aug 12, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 3,335 521 0.03% 0.03% 781 0 0.0% Q2 2026 Jul 20, 2026
CFM WEALTH PARTNERS LLC History No change 3,317 518 0.07% 0.07% 782 0 0.0% Q2 2026 Aug 07, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 3,160 515 0.1% 0.1% 783 0 0.0% Q2 2026 Jul 27, 2026
ANB BANK History No change 3,300 515 0.19% 0.19% 784 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,294 514 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History No change 3,277 512 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 27, 2026
DAVIS R M INC History No change 3,270 511 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,271 511 0.08% 0.08% 788 0 0.0% Q2 2026 Jul 14, 2026
Pines Wealth Management, LLC History No change 3,273 511 0.15% 0.15% 789 0 0.0% Q2 2026 Jul 22, 2026
Spartan Wealth Advisory Services LLC History No change 3,270 511 0.04% 0.04% 790 0 0.0% Q2 2026 Aug 05, 2026
MONEY CONCEPTS CAPITAL CORP History No change 3,263 510 0.02% 0.02% 791 0 0.0% Q2 2026 Aug 04, 2026
Bangor Savings Bank History No change 3,356 510 0.04% 0.04% 792 0 0.0% Q3 2026 Oct 06, 2026
Warwick Investment Management, Inc. History No change 3,258 509 0.06% 0.06% 793 0 0.0% Q2 2026 Jul 31, 2026
180 WEALTH ADVISORS, LLC History No change 3,252 508 0.05% 0.05% 794 0 0.0% Q2 2026 Jul 07, 2026
Weaver Consulting Group History No change 3,342 508 0.1% 0.11% 795 0 0.0% Q3 2026 Oct 07, 2026
Secure Asset Management, LLC History No change 3,254 508 0.07% 0.07% 796 0 0.0% Q2 2026 Jul 15, 2026
Smith Thornton Advisors LLC History No change 3,159 506 0.22% 0.22% 797 0 0.0% Q2 2026 Jul 14, 2026
Charis Legacy Partners, LLC History No change 3,216 502 0.62% 0.62% 798 0 0.0% Q2 2026 Jul 09, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 3,196 499 0.1% 0.1% 799 0 0.0% Q2 2026 Jul 22, 2026
Total Clarity Wealth Management, Inc. History No change 3,195 499 0.1% 0.1% 800 0 0.0% Q2 2026 Jul 23, 2026
Insight Wealth Strategies, LLC History No change 3,176 498 0.05% 0.05% 801 0 0.0% Q2 2026 Jul 10, 2026
Aspire Capital Advisors LLC History No change 3,180 497 0.1% 0.1% 802 0 0.0% Q2 2026 Aug 05, 2026
Obermeyer Wealth Partners History No change 3,177 496 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 29, 2026
Vision Capital Management, Inc. History No change 3,175 496 0.06% 0.06% 804 0 0.0% Q2 2026 Aug 10, 2026
Arrowroot Family Office, LLC History No change 3,157 493 0.14% 0.14% 805 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 3,150 492 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 11, 2026
CBIZ Investment Advisory Services, LLC History No change 3,238 490 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 13, 2026
Thrive Capital Management, LLC History No change 3,123 488 0.09% 0.09% 808 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 3,113 486 0.02% 0.02% 809 0 0.0% Q2 2026 Jul 22, 2026
M. Kulyk & Associates, LLC History No change 3,114 486 0.08% 0.08% 810 0 0.0% Q2 2026 Aug 07, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 3,104 485 0.05% 0.05% 811 0 0.0% Q2 2026 Jul 16, 2026
Regent Peak Wealth Advisors LLC History No change 3,073 480 0.09% 0.09% 812 0 0.0% Q2 2026 Jul 10, 2026
Thrive Wealth Management, LLC History No change 3,065 479 0.06% 0.06% 813 0 0.0% Q2 2026 Jul 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,057 477 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Counsel, LLC History No change 3,057 477 0.06% 0.06% 815 0 0.0% Q2 2026 Jul 15, 2026
RiverFront Investment Group, LLC History No change 3,050 476 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 29, 2026
WATERS PARKERSON & CO., LLC History No change 3,035 474 0.02% 0.02% 817 0 0.0% Q2 2026 Jul 30, 2026
ICONIQ Capital, LLC History No change 3,039 474 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 3,034 474 0.01% 0.01% 819 0 0.0% Q2 2026 Aug 14, 2026
Capstone Wealth Management, Inc. History No change 3,010 473 0.36% 0.36% 820 0 0.0% Q2 2026 Aug 13, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 3,026 472 0.22% 0.22% 821 0 0.0% Q2 2026 Jul 29, 2026
Moss Adams Wealth Advisors LLC History No change 3,013 470 0.03% 0.03% 822 0 0.0% Q2 2026 Jul 27, 2026
LEE DANNER & BASS INC History No change 3,005 469 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 21, 2026
TrueWealth Advisors, LLC History No change 3,000 468 0.11% 0.11% 824 0 0.0% Q2 2026 Jul 08, 2026
BALANCED WEALTH GROUP LLC History No change 2,996 468 0.15% 0.15% 825 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 2,989 467 0.01% 0.01% 826 0 0.0% Q2 2026 Jul 15, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,990 467 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 11, 2026
Sage Capital Advisors,llc History No change 2,993 467 0.1% 0.1% 828 0 0.0% Q2 2026 Jul 09, 2026
Diversified Portfolios, Inc. History No change 2,977 465 0.03% 0.03% 829 0 0.0% Q2 2026 Aug 04, 2026
Northstar Group, Inc. History No change 2,975 464 0.06% 0.06% 830 0 0.0% Q2 2026 Aug 03, 2026
GC Wealth Management RIA, LLC History No change 2,970 464 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 16, 2026
Annex Advisory Services, LLC History No change 2,965 463 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 10, 2026
Baring Financial LLC History Reduced 3,033 461 0.25% 0.28% 834 -219 -6.73% Q3 2026 Oct 07, 2026
GW&K Investment Management, LLC History No change 2,951 461 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 12, 2026
CULBERTSON A N & CO INC History No change 2,936 458 0.05% 0.05% 835 0 0.0% Q2 2026 Jul 29, 2026
Soltis Investment Advisors LLC History No change 2,933 458 0.03% 0.03% 836 0 0.0% Q2 2026 Jul 31, 2026
ProVise Management Group, LLC History No change 2,912 455 0.03% 0.03% 837 0 0.0% Q2 2026 Aug 03, 2026
Navis Wealth Advisors, LLC History No change 2,903 453 0.17% 0.17% 838 0 0.0% Q2 2026 Aug 14, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 2,895 452 0.15% 0.15% 839 0 0.0% Q2 2026 Jul 16, 2026
FC Advisory LLC History Added to 2,967 451 0.12% 0.12% 841 +16 0.54% Q3 2026 Oct 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,890 451 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Mezzasalma Advisors, LLC History No change 2,882 450 0.09% 0.09% 842 0 0.0% Q2 2026 Aug 10, 2026
First Fiduciary Investment Counsel, Inc. History No change 2,872 449 0.08% 0.08% 843 0 0.0% Q2 2026 Jul 27, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,875 449 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Financial Group, LLC History No change 2,874 449 0.14% 0.14% 845 0 0.0% Q3 2026 Oct 06, 2026
BLB&B Advisors, LLC History No change 2,851 445 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 2,839 443 0.01% 0.01% 847 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 2,820 440 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 2,816 440 0.09% 0.09% 849 0 0.0% Q2 2026 Jul 28, 2026
ROCKLAND TRUST CO History No change 2,881 438 0.02% 0.02% 850 0 0.0% Q3 2026 Oct 05, 2026
Courage Miller Partners, LLC History No change 2,796 436 0.12% 0.12% 851 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 2,862 435 0.12% 0.02% 852 +2,382 496.25% Q3 2026 Oct 07, 2026
John Boyer, Inc. History No change 2,779 434 0.38% 0.38% 853 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL TRUST CO LBA History No change 2,755 431 0.04% 0.04% 854 0 0.0% Q2 2026 Jul 13, 2026
Future Financial Wealth Managment LLC History No change 2,672 429 0.27% 0.27% 855 0 0.0% Q2 2026 Jul 24, 2026
Charter Capital Management, LLC\DE History No change 2,749 429 0.19% 0.19% 856 0 0.0% Q2 2026 Jul 24, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,742 428 0.07% 0.07% 857 0 0.0% Q2 2026 Jul 27, 2026
Fairvoy Private Wealth, LLC History No change 2,734 427 0.09% 0.09% 858 0 0.0% Q2 2026 Jul 17, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 2,731 426 0.14% 0.14% 859 0 0.0% Q2 2026 Jul 21, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 2,713 424 0.1% 0.1% 860 0 0.0% Q2 2026 Jul 09, 2026
Latitude Advisors, LLC History No change 2,695 421 0.17% 0.17% 861 0 0.0% Q2 2026 Jul 27, 2026
Stiles Financial Services Inc History No change 2,697 421 0.11% 0.11% 862 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 2,696 421 0.06% 0.06% 863 0 0.0% Q2 2026 Aug 11, 2026
CAPE ANN SAVINGS BANK History No change 2,690 420 0.2% 0.2% 864 0 0.0% Q2 2026 Aug 04, 2026
Busey Bank History No change 2,692 420 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 2,693 420 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,693 420 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 12, 2026
Pflug Koory, LLC History No change 2,681 419 0.17% 0.17% 868 0 0.0% Q2 2026 Jul 21, 2026
CERTUITY, LLC History No change 2,679 418 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 28, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,671 417 0.03% 0.03% 870 0 0.0% Q2 2026 Aug 14, 2026
Sandro Wealth Management LLC History No change 2,666 416 0.3% 0.3% 871 0 0.0% Q2 2026 Aug 06, 2026
Steelhead Wealth Management LLC History No change 2,667 416 0.17% 0.17% 872 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 2,606 415 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 13, 2026
BEARING POINT CAPITAL, LLC History No change 2,655 414 0.06% 0.06% 874 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL ADVISORS INC/OK History No change 2,627 410 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 2,619 409 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 05, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,609 407 0.04% 0.04% 877 0 0.0% Q2 2026 Jul 16, 2026
Essex Bank History No change 2,608 407 0.09% 0.09% 878 0 0.0% Q2 2026 Jul 23, 2026
Sterling Financial Planning, Inc. History No change 2,602 406 0.11% 0.11% 879 0 0.0% Q2 2026 Aug 11, 2026
Artesa Financial Group, LLC History No change 2,600 406 0.35% 0.35% 880 0 0.0% Q2 2026 Jul 27, 2026
Diversify Advisory Services, LLC History No change 2,486 405 0.01% 0.01% 881 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,486 405 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 29, 2026
Palisade Asset Management, LLC History No change 2,590 404 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 20, 2026
Carolina Wealth Management Inc History No change 2,582 403 0.19% 0.19% 884 0 0.0% Q2 2026 Aug 11, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 2,572 402 0.09% 0.09% 885 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 2,567 401 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 12, 2026
SlateStone Wealth, LLC History No change 2,568 401 0.03% 0.03% 887 0 0.0% Q2 2026 Jul 20, 2026
Gainplan LLC History No change 2,560 400 0.16% 0.16% 888 0 0.0% Q2 2026 Jul 07, 2026
AF Advisors, Inc. History No change 2,561 400 0.2% 0.2% 889 0 0.0% Q2 2026 Jul 31, 2026
KFG WEALTH MANAGEMENT, LLC History No change 2,561 400 0.05% 0.05% 890 0 0.0% Q2 2026 Jul 22, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 2,553 399 0.18% 0.18% 891 0 0.0% Q2 2026 Aug 07, 2026
Tortuga Wealth Management, Inc History No change 2,553 399 0.3% 0.3% 892 0 0.0% Q2 2026 Jul 30, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,558 398 0.05% 0.05% 893 0 0.0% Q2 2026 Jul 23, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 2,548 398 0.03% 0.03% 894 0 0.0% Q2 2026 Jul 24, 2026
YANKCOM Partnership History No change 2,550 398 0.14% 0.14% 895 0 0.0% Q2 2026 Jul 21, 2026
Chevy Chase Trust Holdings, LLC History No change 2,546 397 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 14, 2026
CAMDEN NATIONAL BANK History No change 2,537 396 0.05% 0.05% 897 0 0.0% Q2 2026 Jul 31, 2026
WoodTrust Financial Corp History No change 2,512 393 0.05% 0.05% 898 0 0.0% Q2 2026 Jul 27, 2026
Commonwealth Financial Services, LLC History No change 2,508 392 0.05% 0.05% 899 0 0.0% Q2 2026 Jul 15, 2026
Tudor Financial Inc. History No change 2,512 392 0.18% 0.18% 900 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 2,503 391 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 17, 2026
Mengis Capital Management, Inc. History No change 2,500 390 0.06% 0.06% 902 0 0.0% Q2 2026 Jul 28, 2026
Trivium Point Advisory, LLC History No change 2,483 388 0.04% 0.04% 903 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,477 387 0.16% 0.16% 904 0 0.0% Q2 2026 Aug 07, 2026
Elk River Wealth Management LLC History No change 2,471 386 0.06% 0.06% 905 0 0.0% Q2 2026 Aug 12, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 2,455 383 0.16% 0.16% 906 0 0.0% Q2 2026 Sep 18, 2026
Arbor Investment Advisors, LLC History No change 2,452 383 0.04% 0.04% 907 0 0.0% Q2 2026 Jul 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,450 382 0.02% 0.02% 908 0 0.0% Q2 2026 Aug 10, 2026
Crumly & Associates Inc. History Added to 2,495 379 0.07% 0.05% 909 +860 52.6% Q3 2026 Oct 07, 2026
JB Capital LLC History No change 2,430 379 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 29, 2026
Rodgers Brothers Inc. History No change 2,422 378 0.04% 0.04% 911 0 0.0% Q2 2026 Aug 05, 2026
LCNB CORP History No change 2,407 376 0.12% 0.12% 912 0 0.0% Q2 2026 Aug 10, 2026
UNITED BANK History No change 2,399 374 0.04% 0.04% 913 0 0.0% Q2 2026 Jul 30, 2026
GRANDFIELD & DODD, LLC History No change 2,399 374 0.02% 0.02% 914 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 2,397 374 0.1% 0.1% 915 0 0.0% Q2 2026 Jul 17, 2026
Simplicity Wealth,LLC History No change 2,388 373 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 06, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,385 372 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 18, 2026
First Western Trust Bank History No change 2,386 372 0.02% 0.02% 918 0 0.0% Q2 2026 Jul 29, 2026
KPP Advisory Services LLC History No change 2,383 372 0.05% 0.05% 919 0 0.0% Q2 2026 Jul 24, 2026
CIBC Asset Management Inc History No change 2,380 371 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 03, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 2,368 370 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 29, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 2,428 369 0.07% 0.07% 922 +10 0.41% Q3 2026 Oct 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,350 367 0.04% 0.04% 923 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 2,351 367 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 14, 2026
Fogel Capital Management, Inc. History No change 2,345 366 0.15% 0.15% 925 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 2,336 365 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 2,340 365 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 29, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,333 364 0.01% 0.01% 928 0 0.0% Q2 2026 Aug 20, 2026
AdvisorNet Financial, Inc History No change 2,327 363 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 2,321 362 0.02% 0.02% 930 0 0.0% Q2 2026 Sep 04, 2026
Good Harbor Advisors, Inc. History No change 2,319 362 0.35% 0.35% 931 0 0.0% Q2 2026 Jul 17, 2026
NICOLET BANKSHARES INC History No change 2,315 361 0.01% 0.01% 932 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 2,374 361 0.02% 0.02% 933 0 0.0% Q3 2026 Oct 08, 2026
Rockwood Wealth Management, LLC History No change 2,307 360 0.02% 0.02% 934 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisory Services, LLC History No change 2,302 359 0.02% 0.02% 935 0 0.0% Q2 2026 Jul 23, 2026
Madison Wealth Partners, Inc History No change 2,295 358 0.05% 0.05% 936 0 0.0% Q2 2026 Aug 12, 2026
Marquette Asset Management, LLC History No change 2,289 357 0.05% 0.05% 937 0 0.0% Q2 2026 Jul 09, 2026
Clientfirst Wealth Management, LLC History No change 2,285 357 0.29% 0.29% 938 0 0.0% Q2 2026 Jul 30, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,280 356 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 2,283 356 0.02% 0.02% 940 0 0.0% Q2 2026 Aug 06, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 2,283 356 0.2% 0.2% 941 0 0.0% Q2 2026 Aug 13, 2026
Affiance Financial, LLC History No change 2,275 355 0.05% 0.05% 942 0 0.0% Q2 2026 Jul 09, 2026
Heritage Wealth Advisors History No change 2,260 353 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 14, 2026
Passive Capital Management, LLC. History No change 2,500 352 0.11% 0.11% 944 0 0.0% Q2 2026 Aug 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,250 351 0.18% 0.18% 945 0 0.0% Q2 2026 Aug 12, 2026
Twele Capital Management, Inc. History No change 2,244 350 0.06% 0.06% 946 0 0.0% Q2 2026 Jul 14, 2026
Certified Advisory Corp History No change 2,240 350 0.03% 0.03% 947 0 0.0% Q2 2026 Jul 16, 2026
Northwest Bancshares, Inc. History No change 2,235 349 0.06% 0.06% 948 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 2,236 349 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 13, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 2,233 349 0.1% 0.1% 950 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 2,299 349 0.01% 0.01% 951 0 0.0% Q3 2026 Oct 08, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 2,221 347 0.04% 0.04% 952 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 2,218 346 0.26% 0.26% 953 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Advisory, LLC History No change 2,209 345 0.03% 0.03% 954 0 0.0% Q2 2026 Jul 29, 2026
Pacific Capital Wealth Advisors, Inc. History No change 2,209 345 0.05% 0.05% 955 0 0.0% Q2 2026 Jul 09, 2026
Mystic Asset Management, Inc. History No change 2,209 345 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,207 344 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 16, 2026
Pacific Center for Financial Services History No change 2,182 341 0.08% 0.08% 958 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Advisors History No change 2,176 340 0.02% 0.02% 959 0 0.0% Q2 2026 Aug 11, 2026
Karnit Road Accident Victims Compensation Fund History No change 2,170 339 0.19% 0.19% 960 0 0.0% Q2 2026 Aug 03, 2026
JMN Financial LLC History No change 2,157 337 0.26% 0.26% 961 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,131 333 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 14, 2026
Hoffman, Alan N Investment Management History No change 2,134 333 0.2% 0.2% 963 0 0.0% Q2 2026 Jul 09, 2026
Orion Capital Management LLC History No change 2,130 332 0.1% 0.1% 964 0 0.0% Q2 2026 Aug 17, 2026
One Capital Management, LLC History No change 2,187 331 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,106 329 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 06, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 2,110 329 0.11% 0.11% 967 0 0.0% Q2 2026 Jul 22, 2026
Resurgent Financial Advisors LLC History No change 2,110 329 0.09% 0.09% 968 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,104 328 0.06% 0.06% 969 0 0.0% Q2 2026 Aug 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,102 328 0.09% 0.09% 970 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History Reduced 2,151 327 0.03% 0.03% 971 -75 -3.37% Q3 2026 Oct 08, 2026
BlueChip Wealth Advisors LLC History No change 2,092 326 0.12% 0.12% 972 0 0.0% Q2 2026 Jul 30, 2026
Avantax Planning Partners, Inc. History No change 2,082 325 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 28, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 2,139 325 0.07% 0.07% 974 0 0.0% Q3 2026 Oct 07, 2026
ST GERMAIN D J CO INC History No change 2,075 324 0.01% 0.01% 975 0 0.0% Q2 2026 Jul 21, 2026
STALEY CAPITAL ADVISERS INC History No change 2,076 324 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 2,075 324 0.03% 0.03% 977 0 0.0% Q2 2026 Aug 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 2,072 323 0.02% 0.02% 978 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 2,062 322 0.04% 0.04% 979 0 0.0% Q2 2026 Aug 04, 2026
Fairfield Financial Advisors, LTD History No change 2,060 322 0.13% 0.13% 980 0 0.0% Q2 2026 Aug 11, 2026
First American Bank History No change 2,050 320 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 15, 2026
Fourth Dimension Wealth, LLC History No change 2,050 320 0.1% 0.1% 982 0 0.0% Q2 2026 Jul 31, 2026
Provenance Wealth Advisors, LLC History No change 2,051 320 0.03% 0.03% 983 0 0.0% Q2 2026 Jul 24, 2026
ABLE Financial Group, LLC History No change 2,041 319 0.05% 0.05% 984 0 0.0% Q2 2026 Jul 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,039 318 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 03, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 2,011 314 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 09, 2026
Chatterton & Associates Inc. History No change 1,988 314 0.18% 0.18% 987 0 0.0% Q2 2026 Jul 14, 2026
McAdam, LLC History No change 2,007 313 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 04, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 2,000 312 0.06% 0.06% 989 0 0.0% Q2 2026 Jul 13, 2026
Clear Trail Advisors, LLC History No change 2,000 312 0.05% 0.05% 990 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,991 311 0.03% 0.03% 991 0 0.0% Q2 2026 Jul 16, 2026
Align Financial, LLC History No change 1,990 311 0.15% 0.15% 992 0 0.0% Q2 2026 Jul 27, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,987 310 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 07, 2026
OakTrust Wealth Advisors, LLC History No change 1,984 310 0.27% 0.27% 994 0 0.0% Q2 2026 Aug 06, 2026
BTG Pactual Asset Management US LLC History No change 1,979 309 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 1,978 309 0.06% 0.06% 996 0 0.0% Q2 2026 Jul 31, 2026
PHILADELPHIA TRUST CO History No change 1,968 308 0.02% 0.02% 997 0 0.0% Q2 2026 Aug 10, 2026
Sepio Capital, LP History No change 1,975 308 0.02% 0.02% 998 0 0.0% Q2 2026 Jul 28, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 1,975 308 0.17% 0.17% 999 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 1,976 308 0.01% 0.01% 1000 0 0.0% Q2 2026 Jul 24, 2026
Stillwater Capital Advisors, LLC History No change 1,964 306 0.03% 0.03% 1001 0 0.0% Q2 2026 Jul 23, 2026
Trek Financial, LLC History No change 1,958 306 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Capital Partners, LLC History No change 1,958 306 0.13% 0.13% 1003 0 0.0% Q2 2026 Jul 09, 2026
Chesley Taft & Associates LLC History No change 1,953 305 0.01% 0.01% 1004 0 0.0% Q2 2026 Jul 08, 2026
Garden State Investment Advisory Services LLC History No change 1,956 305 0.06% 0.06% 1005 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,950 304 0.03% 0.03% 1006 0 0.0% Q2 2026 Jul 22, 2026
Birchwood Financial Partners, Inc. History No change 1,938 302 0.25% 0.25% 1007 0 0.0% Q2 2026 Aug 06, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 1,932 301 0.13% 0.13% 1008 0 0.0% Q2 2026 Jul 15, 2026
Highview Capital Management LLC/DE/ History No change 1,925 300 0.09% 0.09% 1009 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 1,917 299 0.01% 0.01% 1010 0 0.0% Q2 2026 Jul 31, 2026
Insight Advisors, LLC/ PA History No change 1,917 299 0.05% 0.05% 1011 0 0.0% Q2 2026 Aug 05, 2026
ARS Wealth Advisors Group, LLC History No change 1,909 298 0.02% 0.02% 1012 0 0.0% Q2 2026 Jul 16, 2026
American Institute for Advanced Investment Management, LLP History No change 1,906 297 0.17% 0.17% 1013 0 0.0% Q2 2026 Jul 21, 2026
Wealth Advisory Solutions, LLC History No change 1,903 297 0.06% 0.06% 1014 0 0.0% Q2 2026 Jul 24, 2026
BANTAMAC CAPITAL, LLC History No change 1,900 296 0.15% 0.15% 1015 0 0.0% Q2 2026 Aug 10, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 1,900 296 0.12% 0.12% 1016 0 0.0% Q2 2026 Jul 27, 2026
GWN SECURITIES INC. History No change 1,882 294 0.05% 0.05% 1017 0 0.0% Q2 2026 Aug 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,885 294 0.04% 0.04% 1018 0 0.0% Q2 2026 Aug 10, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 1,808 294 0.19% 0.19% 1019 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 1,865 291 0.04% 0.04% 1020 0 0.0% Q2 2026 Aug 10, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,864 291 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 10, 2026
Providence Capital Advisors, LLC History No change 1,867 291 0.04% 0.04% 1022 0 0.0% Q2 2026 Aug 11, 2026
Altus Wealth Group LLC History No change 1,864 291 0.11% 0.11% 1023 0 0.0% Q2 2026 Jul 17, 2026
Atria Investments, Inc History No change 1,861 290 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 1,860 290 0.02% 0.02% 1025 0 0.0% Q2 2026 Sep 15, 2026
Carson Advisory Inc. History No change 1,853 289 0.13% 0.13% 1026 0 0.0% Q2 2026 Aug 11, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,838 287 0.02% 0.02% 1027 0 0.0% Q2 2026 Aug 05, 2026
McKinley Carter Wealth Services, Inc. History No change 1,835 286 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 1,836 286 0.05% 0.05% 1029 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 1,828 285 0.11% 0.11% 1030 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,797 284 0.03% 0.03% 1031 0 0.0% Q2 2026 Aug 12, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,810 282 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 28, 2026
Olistico Wealth, LLC History Reduced 1,853 281 0.12% 0.12% 1035 -186,360 -99.02% Q3 2026 Oct 05, 2026
1ST SOURCE BANK History No change 1,798 281 0.01% 0.01% 1033 0 0.0% Q2 2026 Aug 06, 2026
Sand Hill Global Advisors, LLC History No change 1,802 281 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 11, 2026
Southland Equity Partners LLC History No change 1,803 281 0.05% 0.05% 1036 0 0.0% Q2 2026 Jul 13, 2026
Tulsa Wealth Advisors, INC History No change 1,800 281 0.04% 0.04% 1037 0 0.0% Q2 2026 Aug 06, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,788 279 0.15% 0.15% 1038 0 0.0% Q2 2026 Aug 13, 2026
Lauterbach Financial Advisors, LLC History No change 1,790 279 0.12% 0.12% 1039 0 0.0% Q2 2026 Jul 27, 2026
Pinion Investment Advisors, LLC History No change 1,783 278 0.05% 0.05% 1040 0 0.0% Q2 2026 Aug 06, 2026
CoreFirst Bank & Trust History No change 1,779 278 0.14% 0.14% 1041 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 1,784 278 0.0% 0.0% 1042 0 0.0% Q2 2026 Jul 21, 2026
Confluence Wealth Services, Inc. History No change 1,776 277 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 22, 2026
NORDEN GROUP LLC History No change 1,773 277 0.02% 0.02% 1044 0 0.0% Q2 2026 Jul 29, 2026
Dala Group, LLC History No change 1,773 277 0.23% 0.23% 1045 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 1,761 275 0.02% 0.02% 1046 0 0.0% Q2 2026 Aug 04, 2026
Cooper Financial Group History Added to 1,799 273 0.02% 0.02% 1048 +77 4.47% Q3 2026 Oct 07, 2026
TOWER BRIDGE ADVISORS History No change 1,750 273 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 12, 2026
Borer Denton & Associates, Inc. History No change 1,750 273 0.09% 0.09% 1049 0 0.0% Q2 2026 Jul 27, 2026
Coquina Private Wealth LLC History No change 1,752 273 0.19% 0.19% 1050 0 0.0% Q2 2026 Jul 29, 2026
Canandaigua National Trust Co of Florida History New 1,789 272 0.15% — 1054 +1,789 New Q3 2026 Oct 07, 2026
FIRST TRUST ADVISORS LP History No change 1,741 272 0.0% 0.0% 1051 0 0.0% Q2 2026 Aug 11, 2026
Cairn Investment Group, Inc. History No change 1,742 272 0.12% 0.12% 1052 0 0.0% Q2 2026 Jul 28, 2026
Allegheny Financial Group History No change 1,745 272 0.03% 0.03% 1053 0 0.0% Q2 2026 Jul 22, 2026
Grandview Asset Management LLC History No change 1,738 271 0.07% 0.07% 1055 0 0.0% Q2 2026 Jul 24, 2026
Clarus Group, Inc. History No change 1,737 271 0.09% 0.09% 1056 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Financial Group, Inc. History No change 1,737 271 0.08% 0.08% 1057 0 0.0% Q2 2026 Jul 28, 2026
Madrona Financial Services, LLC History No change 1,728 270 0.05% 0.05% 1058 0 0.0% Q2 2026 Jul 17, 2026
Semus Wealth Partners LLC History No change 1,723 269 0.13% 0.13% 1059 0 0.0% Q2 2026 Aug 10, 2026
Van Hulzen Asset Management, LLC History No change 1,717 268 0.02% 0.02% 1060 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 1,711 267 0.02% 0.02% 1061 0 0.0% Q2 2026 Jul 31, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,709 267 0.05% 0.05% 1062 0 0.0% Q2 2026 Jul 15, 2026
BAILARD, INC. History No change 1,700 265 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 30, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 1,698 265 0.13% 0.13% 1064 0 0.0% Q2 2026 Aug 12, 2026
Hoxton Planning & Management, LLC History No change 1,695 264 0.07% 0.07% 1065 0 0.0% Q2 2026 Jul 16, 2026
BCS Private Wealth Management, Inc. History No change 1,691 264 0.08% 0.08% 1066 0 0.0% Q2 2026 Jul 31, 2026
Cloud Capital Management, LLC History No change 1,694 264 0.1% 0.1% 1067 0 0.0% Q2 2026 Aug 13, 2026
KOM Wealth Management Group, LLC History No change 1,684 263 0.16% 0.16% 1068 0 0.0% Q2 2026 Jul 23, 2026
Oregon Pacific Wealth Management, LLC History No change 1,685 263 0.25% 0.25% 1069 0 0.0% Q2 2026 Jul 22, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,680 262 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 1,675 261 0.04% 0.04% 1071 0 0.0% Q2 2026 Aug 10, 2026
AtlasMark Financial, Inc History No change 1,671 261 0.13% 0.13% 1072 0 0.0% Q2 2026 Aug 17, 2026
Onyx Bridge Wealth Group LLC History No change 1,667 260 0.02% 0.02% 1073 0 0.0% Q2 2026 Jul 23, 2026
KWB Wealth History No change 1,670 260 0.02% 0.02% 1074 0 0.0% Q2 2026 Jul 10, 2026
American Financial Advisors, LLC History No change 1,658 259 0.03% 0.03% 1075 0 0.0% Q2 2026 Jul 14, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,600 259 0.03% 0.03% 1076 0 0.0% Q2 2026 Jul 24, 2026
Hickory Point Bank & Trust History No change 1,698 258 0.16% 0.16% 1077 0 0.0% Q3 2026 Oct 01, 2026
Kovack Advisors, Inc. History No change 1,645 257 0.01% 0.01% 1078 0 0.0% Q2 2026 Jul 28, 2026
Allred Capital Management, LLC History No change 1,633 256 0.08% 0.08% 1079 0 0.0% Q2 2026 Aug 12, 2026
Chemistry Wealth Management LLC History No change 1,640 256 0.04% 0.04% 1080 0 0.0% Q2 2026 Jul 09, 2026
Morton Capital Management LLC/CA History No change 1,638 256 0.04% 0.04% 1081 0 0.0% Q2 2026 Jul 23, 2026
FIRST MERCHANTS CORP History No change 1,632 255 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 15, 2026
Berger Financial Group, Inc History No change 1,632 255 0.01% 0.01% 1083 0 0.0% Q2 2026 Aug 04, 2026
Pacific Wealth Strategies Group, Inc. History No change 1,628 254 0.15% 0.15% 1084 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Management, Inc. /CA/ History No change 1,630 254 0.1% 0.1% 1085 0 0.0% Q2 2026 Jul 22, 2026
Unified Investment Management History No change 1,627 254 0.23% 0.23% 1086 0 0.0% Q2 2026 Jul 27, 2026
Berman McAleer LLC History No change 1,628 254 0.03% 0.03% 1087 0 0.0% Q2 2026 Jul 16, 2026
OFS Enterprise LLC History No change 1,631 254 0.06% 0.06% 1088 0 0.0% Q2 2026 Jul 08, 2026
1 NORTH WEALTH SERVICES LLC History No change 1,625 253 0.08% 0.08% 1089 0 0.0% Q2 2026 Aug 03, 2026
Harbour Capital Advisors, LLC History No change 1,590 253 0.05% 0.05% 1090 0 0.0% Q2 2026 Jul 15, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,621 253 0.06% 0.06% 1091 0 0.0% Q2 2026 Aug 27, 2026
Piscataqua Savings Bank History No change 1,615 252 0.17% 0.17% 1092 0 0.0% Q2 2026 Jul 09, 2026
Mission Hills Financial Advisory, LLC History No change 1,617 252 0.11% 0.11% 1093 0 0.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History No change 1,525 251 0.21% 0.21% 1094 0 0.0% Q2 2026 Aug 14, 2026
Cedar Wealth Management, LLC History No change 1,600 250 0.06% 0.06% 1095 0 0.0% Q2 2026 Aug 12, 2026
Firestone Capital Management History No change 1,601 250 0.05% 0.05% 1096 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 1,600 250 0.02% 0.02% 1097 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 1,603 250 0.01% 0.01% 1098 0 0.0% Q2 2026 Aug 13, 2026
Seneca Financial Advisors LLC History No change 1,601 250 0.06% 0.06% 1099 0 0.0% Q2 2026 Jul 27, 2026
S&T BANK/PA History No change 1,955 249 0.07% 0.07% 1100 0 0.0% Q2 2026 Aug 12, 2026
Legacy Advisors, LLC History No change 1,599 249 0.02% 0.02% 1101 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 1,595 249 0.03% 0.03% 1102 0 0.0% Q2 2026 Aug 11, 2026
FIDELITY D & D BANCORP INC History No change 1,589 248 0.09% 0.09% 1103 0 0.0% Q2 2026 Aug 05, 2026
United Asset Strategies, Inc. History No change 1,592 248 0.02% 0.02% 1104 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 1,588 248 0.02% 0.02% 1105 0 0.0% Q2 2026 Jul 22, 2026
Hubbell Strickland Wealth Management, LLC History No change 1,590 248 0.09% 0.09% 1106 0 0.0% Q2 2026 Jul 29, 2026
Integras Partners LLC History No change 1,590 248 0.14% 0.14% 1107 0 0.0% Q2 2026 Jul 24, 2026
Wick Capital Partners, LLC History No change 1,574 246 0.04% 0.04% 1108 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 1,567 244 0.01% 0.01% 1109 0 0.0% Q2 2026 Aug 12, 2026
Duncan Williams Asset Management, LLC History No change 1,566 244 0.06% 0.06% 1110 0 0.0% Q2 2026 Jul 22, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 1,559 243 0.11% 0.11% 1111 0 0.0% Q2 2026 Jul 09, 2026
PLIMOTH TRUST CO LLC History No change 1,550 242 0.05% 0.05% 1112 0 0.0% Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History No change 1,551 242 0.03% 0.03% 1113 0 0.0% Q2 2026 Aug 10, 2026
PGIM Custom Harvest LLC History No change 1,551 242 0.0% 0.0% 1114 0 0.0% Q2 2026 Aug 13, 2026
TI-TRUST, INC History No change 1,546 241 0.13% 0.13% 1115 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 1,495 241 0.03% 0.03% 1116 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Investment Management History No change 1,548 241 0.08% 0.08% 1117 0 0.0% Q2 2026 Aug 06, 2026
Manuka Financial, LLC History No change 1,548 241 0.13% 0.13% 1118 0 0.0% Q2 2026 Jul 31, 2026
Green Ridge Wealth Planning LLC History No change 1,587 241 0.1% 0.1% 1119 0 0.0% Q3 2026 Oct 08, 2026
MRWM Advisors, LLC History No change 1,537 240 0.1% 0.1% 1120 0 0.0% Q2 2026 Jul 28, 2026
Riverview Capital Advisers, LLC History No change 1,538 240 0.07% 0.07% 1121 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Investment Counsel, LLC History No change 1,533 239 0.03% 0.03% 1122 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 1,530 239 0.02% 0.02% 1123 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 1,529 238 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 06, 2026
Houlihan Financial Resource Group, Ltd. History No change 1,524 238 0.08% 0.08% 1125 0 0.0% Q2 2026 Aug 10, 2026
Successful Portfolios LLC History No change 1,495 237 0.11% 0.11% 1126 0 0.0% Q2 2026 Jul 14, 2026
Bison Wealth, LLC History No change 1,497 237 0.02% 0.02% 1127 0 0.0% Q2 2026 Jul 07, 2026
Iron Gate Global Advisors LLC History No change 1,511 236 0.02% 0.02% 1128 0 0.0% Q2 2026 Aug 14, 2026
Northstar Advisory Group, LLC History No change 1,516 236 0.07% 0.07% 1129 0 0.0% Q2 2026 Jul 14, 2026
VICUS CAPITAL History No change 1,506 235 0.02% 0.02% 1130 0 0.0% Q2 2026 Aug 05, 2026
Innova Wealth Partners History No change 1,506 235 0.1% 0.1% 1131 0 0.0% Q2 2026 Jul 15, 2026
Ring Mountain Capital, LLC History No change 1,505 235 0.1% 0.1% 1132 0 0.0% Q2 2026 Aug 11, 2026
Curry Webb Wealth Management LLC History No change 1,508 235 0.1% 0.1% 1133 0 0.0% Q2 2026 Aug 13, 2026
Summit Asset Management, LLC History No change 1,500 234 0.03% 0.03% 1134 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,500 234 0.02% 0.02% 1135 0 0.0% Q2 2026 Jul 13, 2026
Asio Capital, LLC History No change 1,500 234 0.03% 0.03% 1136 0 0.0% Q2 2026 Jul 17, 2026
American Trust History No change 1,502 234 0.02% 0.02% 1137 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 1,500 234 0.06% 0.06% 1138 0 0.0% Q2 2026 Jul 16, 2026
Post Resch Tallon Group Inc. History No change 1,500 234 0.16% 0.16% 1139 0 0.0% Q2 2026 Jul 07, 2026
Topsail Wealth Management, LLC History No change 1,500 234 0.03% 0.03% 1140 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 1,493 233 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 04, 2026
BridgePort Financial Solutions, LLC History No change 1,497 233 0.06% 0.06% 1142 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 1,497 233 0.05% 0.05% 1143 0 0.0% Q2 2026 Jul 22, 2026
KELLY FINANCIAL GROUP LLC History No change 1,489 232 0.05% 0.05% 1144 0 0.0% Q2 2026 Jul 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,479 231 0.01% 0.01% 1145 0 0.0% Q2 2026 Jul 20, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 1,477 230 0.09% 0.09% 1146 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 1,471 229 0.01% 0.01% 1147 0 0.0% Q2 2026 Aug 07, 2026
RMR Wealth Builders History No change 1,469 229 0.01% 0.01% 1148 0 0.0% Q2 2026 Jul 24, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,470 229 0.07% 0.07% 1149 0 0.0% Q2 2026 Aug 07, 2026
AJ Advisors, LLC History No change 1,462 228 0.07% 0.07% 1150 0 0.0% Q2 2026 Jul 23, 2026
ARWA LLC History No change 1,398 227 0.09% 0.09% 1151 0 0.0% Q2 2026 Jul 24, 2026
Bridgewealth Advisory Group, LLC History No change 1,450 226 0.04% 0.04% 1152 0 0.0% Q2 2026 Jul 27, 2026
Petros Family Wealth, LLC History No change 1,446 226 0.14% 0.14% 1153 0 0.0% Q2 2026 Jul 27, 2026
Dunhill Financial, LLC History No change 1,429 223 0.05% 0.05% 1154 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL PENSION ADVISORS, LLC History No change 1,375 222 0.03% 0.03% 1155 0 0.0% Q2 2026 Jul 23, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 1,420 221 0.08% 0.08% 1156 0 0.0% Q2 2026 Jul 21, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,412 220 0.11% 0.11% 1157 0 0.0% Q2 2026 Aug 13, 2026
Strategies Wealth Advisors, LLC History No change 1,410 220 0.02% 0.02% 1158 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 1,406 219 0.02% 0.02% 1159 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,403 219 0.0% 0.0% 1160 0 0.0% Q2 2026 Jul 14, 2026
Fort Sheridan Advisors LLC History No change 1,402 219 0.02% 0.02% 1161 0 0.0% Q2 2026 Aug 05, 2026
SAGE RHINO CAPITAL LLC History No change 1,405 219 0.04% 0.04% 1162 0 0.0% Q2 2026 Aug 03, 2026
Empower Advisory Group, LLC History No change 1,407 219 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 1,397 218 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Partners, LLC History No change 1,400 218 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 03, 2026
HEADINVEST, LLC History No change 1,400 218 0.04% 0.04% 1166 0 0.0% Q2 2026 Aug 14, 2026
Mattern Wealth Management LLC History No change 1,400 218 0.04% 0.04% 1167 0 0.0% Q2 2026 Jul 23, 2026
COWA, LLC History No change 1,395 218 0.05% 0.05% 1168 0 0.0% Q2 2026 Aug 05, 2026
Forum Financial Management, LP History No change 1,395 218 0.0% 0.0% 1169 0 0.0% Q2 2026 Jul 23, 2026
Providence Financial Advisors, LLC History No change 1,400 218 0.12% 0.12% 1170 0 0.0% Q2 2026 Jul 31, 2026
TCV Trust & Wealth Management, Inc. History No change 1,391 217 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 24, 2026
Tortoise Investment Management, LLC History No change 1,394 217 0.02% 0.02% 1172 0 0.0% Q2 2026 Aug 07, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,389 217 0.21% 0.21% 1173 0 0.0% Q2 2026 Jul 21, 2026
Braeburn Wealth Management LLC History No change 1,387 216 0.09% 0.09% 1174 0 0.0% Q2 2026 Jul 21, 2026
Huntleigh Advisors, Inc. History No change 1,379 215 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 04, 2026
Select Asset Management & Trust History No change 1,373 215 0.06% 0.06% 1176 0 0.0% Q2 2026 Aug 11, 2026
RiverGlades Family Offices LLC History No change 1,380 215 0.1% 0.1% 1177 0 0.0% Q2 2026 Aug 10, 2026
LJI Wealth Management, LLC History No change 1,381 215 0.03% 0.03% 1178 0 0.0% Q2 2026 Jul 31, 2026
Diversified Enterprises, LLC History No change 1,379 215 0.01% 0.01% 1179 0 0.0% Q2 2026 Jul 31, 2026
Community Financial Services Group, LLC History No change 1,367 214 0.03% 0.03% 1180 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 1,366 213 0.02% 0.02% 1181 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Alliance LLC History No change 1,367 213 0.01% 0.01% 1182 0 0.0% Q2 2026 Jul 20, 2026
Storen Legacy Partners, LLC History No change 1,367 213 0.06% 0.06% 1183 0 0.0% Q2 2026 Jul 17, 2026
SFAM, LLC History No change 1,360 212 0.17% 0.17% 1184 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 1,354 212 0.02% 0.02% 1185 0 0.0% Q2 2026 Aug 07, 2026
LaSalle St. Investment Advisors, LLC History No change 1,357 212 0.03% 0.03% 1186 0 0.0% Q2 2026 Aug 11, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,358 212 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,351 211 0.0% 0.0% 1188 0 0.0% Q2 2026 Jul 23, 2026
REYL & Cie S.A. History No change 1,390 211 0.24% 0.24% 1189 0 0.0% Q2 2026 Oct 02, 2026
Greenspring Advisors, LLC History No change 1,350 211 0.01% 0.01% 1190 0 0.0% Q2 2026 Aug 11, 2026
Columbia Bank History No change 1,350 211 0.05% 0.05% 1191 0 0.0% Q2 2026 Jul 24, 2026
TigerOak Management, L.L.C. History No change 1,351 211 0.06% 0.06% 1192 0 0.0% Q2 2026 Aug 11, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 1,350 211 0.08% 0.08% 1193 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 1,346 210 0.01% 0.01% 1194 0 0.0% Q2 2026 Aug 12, 2026
Tanglewood Wealth Management, Inc. History No change 1,347 210 0.02% 0.02% 1195 0 0.0% Q2 2026 Jul 27, 2026
Verum Partners LLC History No change 1,349 210 0.03% 0.03% 1196 0 0.0% Q2 2026 Jul 22, 2026
Sargent Investment Group, LLC History No change 1,340 209 0.03% 0.03% 1197 0 0.0% Q2 2026 Aug 11, 2026
SAM Advisors, LLC History No change 1,337 208 0.06% 0.06% 1198 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 1,307 208 0.02% 0.02% 1199 0 0.0% Q2 2026 Jul 14, 2026
TRED AVON FAMILY WEALTH, LLC History No change 1,333 208 0.06% 0.06% 1200 0 0.0% Q2 2026 Aug 10, 2026
CASCADE INVESTMENT GROUP, INC. History No change 1,326 207 0.12% 0.12% 1201 0 0.0% Q2 2026 Jul 23, 2026
Heritage Trust Co History No change 1,325 207 0.02% 0.02% 1202 0 0.0% Q2 2026 Aug 06, 2026
Schorn Wealth LLC History No change 1,328 207 0.05% 0.05% 1203 0 0.0% Q2 2026 Jul 31, 2026
Hills Bank & Trust Co History No change 1,321 206 0.01% 0.01% 1204 0 0.0% Q2 2026 Aug 10, 2026
Wealthquest Corp History No change 1,315 205 0.01% 0.01% 1205 0 0.0% Q2 2026 Jul 23, 2026
Beckerman Institutional, LLC History No change 1,316 205 0.1% 0.1% 1206 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History No change 1,306 204 0.01% 0.01% 1207 0 0.0% Q2 2026 Jul 16, 2026
Chancellor Financial Group WB LP History No change 1,309 204 0.13% 0.13% 1208 0 0.0% Q2 2026 Aug 10, 2026
VeraBank, N.A. History No change 1,300 203 0.03% 0.03% 1209 0 0.0% Q2 2026 Aug 05, 2026
V2 Financial group LLC History No change 1,300 203 0.08% 0.08% 1210 0 0.0% Q2 2026 Aug 10, 2026
Krane Financial Solutions LLC History No change 1,299 203 0.12% 0.12% 1211 0 0.0% Q2 2026 Aug 12, 2026
Adams Asset Advisors, LLC History No change 1,331 202 0.02% 0.02% 1212 0 0.0% Q3 2026 Oct 08, 2026
Rise Advisors, LLC History No change 1,297 202 0.06% 0.06% 1213 0 0.0% Q2 2026 Jul 10, 2026
HFG Advisors, Inc. History No change 1,295 202 0.13% 0.13% 1214 0 0.0% Q2 2026 Aug 07, 2026
Roundview Capital LLC History No change 1,286 201 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 30, 2026
Clearwater Capital Advisors, LLC History No change 1,289 201 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 06, 2026
Farrell Financial LLC History No change 1,292 201 0.11% 0.11% 1217 0 0.0% Q2 2026 Jul 10, 2026
Planning Strategies Inc. History No change 1,328 201 0.12% 0.13% 1218 0 0.0% Q3 2026 Oct 02, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,284 200 0.01% 0.01% 1219 0 0.0% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History No change 1,284 200 0.02% 0.02% 1220 0 0.0% Q2 2026 Jul 23, 2026
BankPlus Trust Department History No change 1,280 200 0.05% 0.05% 1221 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 1,284 200 0.04% 0.04% 1222 0 0.0% Q2 2026 Aug 04, 2026
LRI Investments, LLC History No change 1,255 196 0.02% 0.02% 1223 0 0.0% Q2 2026 Jul 14, 2026
John A. Wolfe & Associates, Inc. History No change 1,251 195 0.27% 0.27% 1224 0 0.0% Q2 2026 Jul 29, 2026
Innovative Asset Advisors Group, LLC History No change 1,253 195 0.09% 0.09% 1225 0 0.0% Q2 2026 Aug 05, 2026
Armor Investment Advisors, LLC History No change 1,247 194 0.06% 0.06% 1226 0 0.0% Q2 2026 Aug 04, 2026
SRH ADVISORS, LLC History No change 1,232 192 0.05% 0.05% 1227 0 0.0% Q2 2026 Jul 24, 2026
Cranbrook Wealth Management, LLC History No change 1,211 189 0.04% 0.04% 1228 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,200 187 0.06% 0.06% 1229 0 0.0% Q2 2026 Jul 07, 2026
Physician Wealth Advisors, Inc. History No change 1,198 187 0.02% 0.02% 1230 0 0.0% Q2 2026 Jul 20, 2026
Riverview Trust Co History No change 1,196 186 0.22% 0.22% 1231 0 0.0% Q2 2026 Jul 31, 2026
Westend Capital Management, LLC History No change 1,180 184 0.04% 0.04% 1232 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 1,169 182 0.06% 0.06% 1233 0 0.0% Q2 2026 Jul 30, 2026
Measured Wealth Private Client Group, LLC History No change 1,163 181 0.04% 0.04% 1234 0 0.0% Q2 2026 Aug 10, 2026
Hanson & Doremus Investment Management History No change 1,127 176 0.02% 0.02% 1235 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 1,108 173 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 29, 2026
CNB Bank History No change 1,102 172 0.07% 0.07% 1237 0 0.0% Q2 2026 Aug 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,094 170 0.04% 0.04% 1238 0 0.0% Q2 2026 Sep 02, 2026
Rialto Wealth Management, LLC History No change 1,087 169 0.03% 0.03% 1239 0 0.0% Q2 2026 Aug 11, 2026
Cherry Tree Wealth Management, LLC History No change 1,080 168 0.03% 0.03% 1240 0 0.0% Q2 2026 Sep 15, 2026
Rossmore Private Capital History No change 1,050 164 0.01% 0.01% 1241 0 0.0% Q2 2026 Jul 31, 2026
Kroeger Financial Partners History No change 1,054 164 0.16% 0.16% 1242 0 0.0% Q2 2026 Jul 27, 2026
Crews Bank & Trust History No change 1,038 162 0.02% 0.02% 1243 0 0.0% Q2 2026 Jul 16, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,027 160 0.02% 0.02% 1244 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 1,009 157 0.0% 0.0% 1245 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 1,000 156 0.13% 0.13% 1246 0 0.0% Q2 2026 Aug 28, 2026
COUNTRY TRUST BANK History No change 993 155 0.0% 0.0% 1247 0 0.0% Q2 2026 Jul 15, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 990 154 0.03% 0.03% 1248 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 963 150 0.01% 0.01% 1249 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 937 150 0.04% 0.04% 1250 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 961 150 0.0% 0.0% 1251 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 932 145 0.03% 0.03% 1252 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 925 144 0.1% 0.1% 1253 0 0.0% Q2 2026 Jul 24, 2026
Zeit Capital LLC History No change 899 140 0.08% 0.08% 1254 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 895 139 0.01% 0.01% 1255 0 0.0% Q2 2026 Jul 10, 2026
Financial Life Planners History No change 894 139 0.09% 0.09% 1256 0 0.0% Q2 2026 Jul 21, 2026
TrustBank History No change 870 135 0.05% 0.05% 1257 0 0.0% Q2 2026 Jul 20, 2026
First Bancorp, Inc /ME/ History No change 861 134 0.05% 0.05% 1258 0 0.0% Q2 2026 Aug 11, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 856 133 0.06% 0.06% 1259 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 857 133 0.02% 0.02% 1260 0 0.0% Q2 2026 Jul 24, 2026
Gen-Wealth Partners Inc History No change 823 128 0.04% 0.04% 1261 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 814 127 0.01% 0.01% 1262 0 0.0% Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History No change 809 126 0.06% 0.06% 1263 0 0.0% Q2 2026 Jul 17, 2026
Insight Inv LLC History No change 812 126 0.06% 0.06% 1264 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Counsel, Inc History No change 800 125 0.01% 0.01% 1265 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 795 124 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 29, 2026
ENTRUST FINANCIAL LLC History No change 799 124 0.08% 0.08% 1267 0 0.0% Q2 2026 Jul 20, 2026
BLUELINE ADVISORS LLC History No change 799 124 0.09% 0.09% 1268 0 0.0% Q2 2026 Jul 27, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 793 123 0.05% 0.05% 1269 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 766 119 0.01% 0.01% 1270 0 0.0% Q2 2026 Jul 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 750 117 0.0% 0.0% 1271 0 0.0% Q2 2026 Jul 08, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 736 115 0.04% 0.04% 1272 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History Reduced 752 114 0.07% 0.07% 1273 -38 -4.81% Q3 2026 Oct 08, 2026
Finley Financial, LLC History No change 730 114 0.05% 0.05% 1274 0 0.0% Q2 2026 Jul 08, 2026
NI ACQUISITIONS COMPANY, LLC History No change 98 113 0.05% 0.05% 1275 0 0.0% Q2 2026 Aug 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 721 112 0.01% 0.01% 1276 0 0.0% Q2 2026 Aug 03, 2026
Cape Investment Advisory, Inc. History No change 700 109 0.03% 0.03% 1277 0 0.0% Q2 2026 Jul 23, 2026
PROSPERITY BANCSHARES INC History No change 677 105 0.07% 0.07% 1278 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 673 105 0.03% 0.03% 1279 0 0.0% Q2 2026 Jul 22, 2026
BAYBAN History No change 675 105 0.08% 0.08% 1280 0 0.0% Q2 2026 Jul 30, 2026
TORONTO DOMINION BANK History No change 667 104 0.0% 0.0% 1281 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 660 103 0.06% 0.06% 1282 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 656 102 0.03% 0.03% 1283 0 0.0% Q2 2026 Jul 17, 2026
Beaird Harris Wealth Management, LLC History No change 642 100 0.01% 0.01% 1284 0 0.0% Q2 2026 Jul 08, 2026
Accordant Advisory Group Inc History No change 633 98 0.07% 0.07% 1285 0 0.0% Q2 2026 Jul 27, 2026
Financial Network Wealth Advisors LLC History No change 611 95 0.1% 0.1% 1286 0 0.0% Q2 2026 Jul 29, 2026
Essential Investment Partners LLC History No change 595 92 0.07% 0.07% 1287 0 0.0% Q2 2026 Jul 15, 2026
High Note Wealth, LLC History No change 579 90 0.02% 0.02% 1288 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Trust, LLC History No change 560 87 0.01% 0.01% 1289 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 557 86 0.0% 0.0% 1290 0 0.0% Q2 2026 Jul 17, 2026
Coston, McIsaac & Partners History No change 549 85 0.02% 0.02% 1291 0 0.0% Q2 2026 Aug 12, 2026
BankChampaign, National Association History No change 547 85 0.07% 0.07% 1292 0 0.0% Q2 2026 Jul 23, 2026
TIAA Wealth Investment Management LLC History No change 537 84 0.0% 0.0% 1293 0 0.0% Q2 2026 Aug 10, 2026
REAP Financial Group, LLC History No change 531 83 0.01% 0.01% 1294 0 0.0% Q2 2026 Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 524 81 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 28, 2026
Meramec Financial Planners, LLC History No change 498 81 0.03% 0.03% 1296 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 505 79 0.04% 0.04% 1297 0 0.0% Q2 2026 Jul 30, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 494 77 0.04% 0.04% 1298 0 0.0% Q2 2026 Aug 10, 2026
Monetary Solutions, Ltd History No change 495 77 0.07% 0.07% 1299 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 487 76 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 03, 2026
City State Bank History No change 490 76 0.02% 0.02% 1301 0 0.0% Q2 2026 Jul 14, 2026
Fortitude Family Office, LLC History No change 490 76 0.01% 0.01% 1302 0 0.0% Q2 2026 Jul 20, 2026
MilWealth Group LLC History No change 487 76 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ADVISERS INC History No change 483 75 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 13, 2026
BALLAST ADVISORS LLC History No change 482 75 0.02% 0.02% 1305 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 480 75 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 06, 2026
Guardian Partners Inc. History No change 480 75 0.01% 0.01% 1307 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 482 75 0.04% 0.04% 1308 0 0.0% Q2 2026 Jul 27, 2026
Murphy & Mullick Capital Management Corp History No change 461 72 0.04% 0.04% 1309 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 460 71 0.02% 0.02% 1310 0 0.0% Q2 2026 Aug 20, 2026
GRANVILLE CAPITAL, INC. History No change 459 71 0.03% 0.03% 1311 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 450 70 0.02% 0.02% 1312 0 0.0% Q2 2026 Jul 16, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 432 67 0.0% 0.0% 1313 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 432 67 0.05% 0.05% 1314 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone National Bank & Trust Co History No change 420 65 0.02% 0.02% 1315 0 0.0% Q2 2026 Jul 21, 2026
EPG Wealth Management LLC History No change 415 64 0.02% 0.02% 1316 0 0.0% Q2 2026 Jul 28, 2026
MTM Investment Management, LLC History No change 415 64 0.02% 0.02% 1317 0 0.0% Q2 2026 Aug 03, 2026
DecisionPoint Financial, LLC History No change 414 64 0.01% 0.01% 1318 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History Added to 412 63 0.0% 0.0% 1319 +3 0.73% Q3 2026 Oct 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 396 61 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 389 60 0.02% 0.02% 1321 0 0.0% Q2 2026 Jul 29, 2026
Morse Asset Management, Inc History No change 389 60 0.01% 0.01% 1322 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 371 58 0.02% 0.02% 1323 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 372 58 0.03% 0.03% 1324 0 0.0% Q2 2026 Aug 11, 2026
Roxbury Financial LLC History Reduced 380 57 0.04% 0.05% 1325 -6 -1.55% Q3 2026 Oct 01, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 358 56 0.01% 0.01% 1326 0 0.0% Q2 2026 Jul 24, 2026
NFSG Corp History No change 359 56 0.01% 0.01% 1327 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 357 56 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 13, 2026
Horizons Wealth Management History New 360 54 0.03% — 1331 +360 New Q3 2026 Oct 05, 2026
Advanced Asset Management Advisors Inc History No change 348 54 0.01% 0.01% 1329 0 0.0% Q2 2026 Jul 16, 2026
Legacy Bridge, LLC History No change 350 54 0.02% 0.02% 1330 0 0.0% Q2 2026 Aug 13, 2026
Corsicana & Co. History No change 341 53 0.03% 0.03% 1332 0 0.0% Q2 2026 Jul 24, 2026
Seneschal Advisors, LLC History No change 343 53 0.04% 0.04% 1333 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 333 52 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 333 52 0.01% 0.01% 1335 0 0.0% Q2 2026 Jul 16, 2026
Provident Wealth Management, LLC History No change 336 52 0.01% 0.01% 1336 0 0.0% Q2 2026 Aug 04, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 311 49 0.03% 0.03% 1337 0 0.0% Q2 2026 Aug 18, 2026
Weaver Capital Management LLC History No change 325 49 0.01% 0.01% 1338 0 0.0% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History No change 318 49 0.0% 0.0% 1339 0 0.0% Q2 2026 Jul 24, 2026
Byrne Asset Management LLC History No change 315 48 0.03% 0.03% 1340 0 0.0% Q3 2026 Oct 06, 2026
Winthrop Capital Management, LLC History No change 304 48 0.01% 0.01% 1341 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 303 47 0.02% 0.02% 1342 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 300 46 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 297 46 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 24, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 289 45 0.02% 0.02% 1345 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 282 44 0.02% 0.02% 1346 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 275 42 0.01% 0.01% 1347 0 0.0% Q2 2026 Aug 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 274 42 0.03% 0.03% 1348 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 272 42 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 12, 2026
Friedenthal Financial History No change 259 40 0.02% 0.02% 1350 0 0.0% Q2 2026 Jul 13, 2026
Cypress Capital Management LLC (WY) History No change 261 40 0.03% 0.03% 1351 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 259 40 0.02% 0.02% 1352 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 262 40 0.01% 0.01% 1353 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 241 37 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 235 35 0.0% 0.0% 1355 0 0.0% Q3 2026 Oct 08, 2026
AMERICAN NATIONAL BANK & TRUST History No change 230 34 0.0% 0.0% 1356 0 0.0% Q3 2026 Oct 07, 2026
Main Street Group, LTD History No change 218 34 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 206 32 0.0% 0.0% 1358 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 210 32 0.01% 0.01% 1359 0 0.0% Q2 2026 Aug 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 200 31 0.01% 0.01% 1360 0 0.0% Q2 2026 Jul 16, 2026
Manchester Capital Management LLC History No change 200 31 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 200 31 0.01% 0.01% 1362 0 0.0% Q2 2026 Jul 24, 2026
Beutel, Goodman & Co Ltd. History No change 195 30 0.0% 0.0% 1363 0 0.0% Q2 2026 Aug 12, 2026
Vermillion Wealth Management, Inc. History No change 191 29 0.01% 0.01% 1364 0 0.0% Q2 2026 Jul 15, 2026
Avalon Trust Co History No change 181 28 0.0% 0.0% 1365 0 0.0% Q2 2026 Aug 06, 2026
Elevated Capital Advisors, LLC History No change 184 28 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 03, 2026
Rice Partnership, LLC History No change 175 27 0.0% 0.0% 1367 0 0.0% Q2 2026 Jul 29, 2026
Atlatl Advisers LLC History No change 178 27 0.01% 0.01% 1368 0 0.0% Q2 2026 Jul 22, 2026
Fairman Group, LLC History No change 168 26 0.02% 0.02% 1369 0 0.0% Q2 2026 Aug 04, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 160 25 0.0% 0.0% 1370 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 155 24 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 154 24 0.0% 0.0% 1372 0 0.0% Q2 2026 Jul 30, 2026
Addison Advisors LLC History No change 152 23 0.01% 0.01% 1373 0 0.0% Q2 2026 Aug 10, 2026
Catherine Avery Investment Management LLC History No change 149 23 0.01% 0.01% 1374 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 146 22 0.0% 0.0% 1375 0 0.0% Q2 2026 Aug 10, 2026
Nemes Rush Group LLC History No change 144 22 0.0% 0.0% 1376 0 0.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 140 21 0.01% 0.01% 1377 0 0.0% Q2 2026 Aug 11, 2026
Family Manage LLC History No change 131 20 0.0% 0.0% 1378 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 133 20 0.0% 0.0% 1379 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 128 20 0.01% 0.01% 1380 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 129 20 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 10, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 127 19 0.04% 0.04% 1382 0 0.0% Q2 2026 Aug 13, 2026
Advantage Trust Co History No change 120 18 0.01% 0.01% 1383 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Advisors LLC History No change 133 18 0.02% 0.02% 1384 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 110 17 0.0% 0.0% 1385 0 0.0% Q2 2026 Jul 23, 2026
Financial Perspectives, Inc History No change 115 17 0.0% 0.0% 1386 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 105 16 0.0% 0.0% 1387 0 0.0% Q2 2026 Jul 23, 2026
Paladin Advisory Group, LLC History No change 108 16 0.01% 0.01% 1388 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 104 16 0.01% 0.01% 1389 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 100 15 0.0% 0.0% 1390 0 0.0% Q2 2026 Aug 10, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 98 15 0.0% 0.0% 1391 0 0.0% Q2 2026 Aug 10, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 15 0.01% 0.01% 1392 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History No change 96 15 0.04% 0.04% 1393 0 0.0% Q2 2026 Aug 04, 2026
Quintet Private Bank (Europe) S.A. History No change 100 15 0.0% 0.0% 1394 0 0.0% Q3 2026 Oct 08, 2026
High Point Wealth Management, LLC History No change 96 15 0.01% 0.01% 1395 0 0.0% Q2 2026 Jul 20, 2026
Timbuktu Capital Management, LLC History No change 100 15 0.02% 0.02% 1396 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 93 14 0.0% 0.0% 1397 0 0.0% Q2 2026 Jul 13, 2026
Silicon Valley Capital Partners History No change 88 13 0.0% 0.0% 1398 0 0.0% Q2 2026 Sep 21, 2026
Polaris Financial Partners History New 75 11 0.0% — 1404 +75 New Q3 2026 Oct 02, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 75 11 0.0% 0.0% 1399 0 0.0% Q2 2026 Aug 03, 2026
MCDONALD PARTNERS LLC History No change 75 11 0.0% 0.0% 1400 0 0.0% Q2 2026 Jul 28, 2026
TD Capital Management LLC History No change 76 11 0.0% 0.0% 1401 0 0.0% Q2 2026 Aug 06, 2026
WealthShield Partners, LLC History No change 71 11 0.0% 0.0% 1402 0 0.0% Q2 2026 Aug 12, 2026
Robbins Farley History No change 75 11 0.0% 0.0% 1403 0 0.0% Q2 2026 Jul 22, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 60 9 0.0% 0.0% 1405 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 61 9 0.0% 0.0% 1406 0 0.0% Q2 2026 Jul 21, 2026
PayPay Securities Corp History No change 58 9 0.22% 0.22% 1407 0 0.0% Q2 2026 Jul 23, 2026
Nova Wealth Management, Inc. History No change 60 9 0.0% 0.0% 1408 0 0.0% Q2 2026 Jul 13, 2026
Basepoint Wealth LLC History No change 61 9 0.01% 0.01% 1409 0 0.0% Q2 2026 Aug 10, 2026
Prestige Wealth Management Group LLC History No change 52 8 0.0% 0.0% 1410 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 54 8 0.0% 0.0% 1411 0 0.0% Q2 2026 Jul 16, 2026
Register Financial Advisors LLC History No change 57 8 0.0% 0.0% 1412 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 53 8 0.0% 0.0% 1413 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 51 7 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 49 7 0.0% 0.0% 1415 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Solutions, Inc. /IL History No change 50 7 0.0% 0.0% 1416 0 0.0% Q2 2026 Jul 08, 2026
Hughes Financial Services, LLC History No change 39 6 0.0% 0.0% 1417 0 0.0% Q2 2026 Jul 20, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 42 6 0.0% 0.0% 1418 0 0.0% Q2 2026 Jul 24, 2026
Sunrise Financial Services, LLC History No change 39 6 0.0% 0.0% 1419 0 0.0% Q2 2026 Aug 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 35 5 0.0% 0.0% 1420 0 0.0% Q2 2026 Aug 07, 2026
Roble, Belko & Company, Inc History No change 34 5 0.0% 0.0% 1421 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 27 4 0.0% 0.0% 1422 0 0.0% Q2 2026 Aug 06, 2026
Darwin Wealth Management, LLC History No change 29 4 0.0% 0.0% 1423 0 0.0% Q2 2026 Jul 21, 2026
Rakuten Securities, Inc. History No change 24 3 0.0% 0.0% 1424 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 3 0.0% 0.0% 1425 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 15 2 0.0% 0.0% 1426 0 0.0% Q2 2026 Aug 04, 2026
Tanglewood Legacy Advisors, LLC History No change 15 2 0.0% 0.0% 1427 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 15 2 0.0% 0.0% 1428 0 0.0% Q2 2026 Jul 21, 2026
Central Pacific Bank - Trust Division History No change 18 2 0.0% 0.0% 1429 0 0.0% Q3 2026 Oct 05, 2026
Atomic Invest LLC History No change 18 2 0.0% 0.0% 1430 0 0.0% Q2 2026 Sep 25, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 9 1 0.0% 0.0% 1431 0 0.0% Q2 2026 Jul 08, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 7 1 0.0% 0.0% 1432 0 0.0% Q2 2026 Jul 21, 2026
COLLECTIVE FAMILY OFFICE LLC History Closed out 0 0 — 0.04% — -1,345 -100.0% Q3 2026 Oct 05, 2026
DECISION INVESTMENTS, INC History Closed out 0 0 — 0.18% — -1,300 -100.0% Q3 2026 Oct 07, 2026
ARVEST INVESTMENTS, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
West Branch Capital LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
WPG Advisers, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026