iSHARES TRUST - EFA

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
BlackRock, Inc. History No change 94,732,634 9,840,826 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 40,238,465 4,179,971 0.27% 0.27% 2 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 40,185,399 4,174,459 0.33% 0.33% 3 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 39,394,361 4,092,286 0.36% 0.36% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 30,454,694 3,163,634 0.17% 0.17% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 21,731,002 2,257,416 0.37% 0.37% 6 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 21,440,272 2,227,215 0.26% 0.26% 7 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 20,653,302 2,145,465 0.18% 0.18% 8 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 20,067,791 2,076,013 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 18,412,864 1,912,728 0.28% 0.28% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 16,205,966 1,683,475 0.21% 0.21% 11 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 10,635,385 1,104,803 0.36% 0.36% 12 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 10,419,892 1,082,418 12.69% 12.69% 13 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 8,501,459 883,131 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,393,669 871,934 0.43% 0.43% 15 0 0.0% Q2 2026 Aug 07, 2026
TD ASSET MANAGEMENT INC History No change 8,346,135 866,996 0.75% 0.75% 16 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 7,998,668 830,901 0.14% 0.14% 17 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,285,707 756,839 0.18% 0.18% 18 0 0.0% Q2 2026 Sep 23, 2026
BARCLAYS PLC History No change 7,229,606 751,011 0.14% 0.14% 19 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 7,091,577 736,664 0.8% 0.8% 20 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,626,048 679,981 0.27% 0.27% 21 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 6,387,562 663,539 0.91% 0.91% 22 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 5,853,778 608,090 12.57% 12.57% 23 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 5,757,517 598,090 0.2% 0.2% 24 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 5,701,095 592,229 0.07% 0.07% 25 0 0.0% Q2 2026 Sep 02, 2026
LPL Financial LLC History No change 5,690,375 591,116 0.13% 0.13% 26 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 4,742,255 492,625 0.59% 0.59% 27 0 0.0% Q2 2026 Jul 28, 2026
Parallax Volatility Advisers, L.P. History No change 4,499,400 467,397 0.79% 0.79% 28 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,801,560 394,906 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 3,752,543 389,814 0.63% 0.63% 30 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,667,517 380,981 0.14% 0.14% 31 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,289,484 341,982 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 3,218,966 334,386 0.51% 0.51% 33 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 3,012,272 312,914 0.35% 0.35% 34 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 2,996,113 311,236 9.37% 9.37% 35 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 2,891,642 300,371 0.32% 0.32% 36 0 0.0% Q2 2026 Aug 13, 2026
Hackensack Meridian Health, Inc. History No change 2,823,932 293,350 19.81% 19.81% 37 0 0.0% Q2 2026 Aug 05, 2026
MACKENZIE FINANCIAL CORP History No change 2,665,967 276,940 0.28% 0.28% 38 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 828,263 265,713 0.09% 0.09% 39 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,541,735 264,035 0.14% 0.14% 40 0 0.0% Q2 2026 Aug 12, 2026
OLD MISSION CAPITAL LLC History No change 14,009,195 256,610 4.07% 4.07% 41 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 2,466,270 256,196 10.52% 10.52% 42 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 2,381,737 247,414 0.2% 0.2% 43 0 0.0% Q2 2026 Sep 02, 2026
Squarepoint Ops LLC History No change 2,348,794 243,992 0.27% 0.27% 44 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,307,217 239,673 4.2% 4.2% 45 0 0.0% Q2 2026 Jul 31, 2026
Calamos Advisors LLC History No change 2,457,200 238,667 0.79% 0.79% 46 0 0.0% Q2 2026 Jul 31, 2026
REGIONS FINANCIAL CORP History No change 2,178,289 226,280 1.35% 1.35% 47 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History No change 2,040,031 211,918 2.09% 2.09% 48 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 2,039,695 211,883 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 13, 2026
Passaic Partners LLC History No change 2,037,500 211,655 15.59% 15.59% 50 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 2,029,382 210,812 0.23% 0.23% 51 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 2,008,148 208,229 0.25% 0.25% 52 0 0.0% Q2 2026 Aug 13, 2026
Hirtle & Co., LLC History No change 1,980,601 205,744 6.76% 6.76% 53 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 1,856,534 192,856 0.76% 0.76% 54 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,795,591 186,525 0.17% 0.17% 55 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 2,026,250 177,426 0.21% 0.21% 56 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,679,951 174,549 0.21% 0.21% 57 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,680,238 174,543 0.17% 0.17% 58 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 1,677,529 172,662 0.2% 0.2% 59 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,655,900 172,014 0.24% 0.24% 60 0 0.0% Q2 2026 Aug 27, 2026
Focus Partners Wealth History No change 1,598,642 166,066 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 1,590,240 165,194 0.48% 0.48% 62 0 0.0% Q2 2026 Aug 04, 2026
Financial Engines Advisors L.L.C. History No change 1,576,309 163,746 0.29% 0.29% 63 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,542,820 160,268 0.53% 0.53% 64 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,520,294 157,928 0.2% 0.2% 65 0 0.0% Q2 2026 Aug 19, 2026
Baird Financial Group, Inc. History No change 1,494,850 155,285 0.21% 0.21% 66 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,477,918 153,528 0.13% 0.13% 67 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,473,034 153,018 0.53% 0.53% 68 0 0.0% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History No change 1,378,940 143,244 0.08% 0.08% 69 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History No change 1,283,581 133,338 2.71% 2.71% 70 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,275,923 132,542 0.2% 0.2% 71 0 0.0% Q2 2026 Aug 13, 2026
Arvest Bank Trust Division History No change 1,264,357 131,341 6.4% 6.4% 72 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 1,244,155 129,242 0.38% 0.38% 73 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 1,151,840 119,653 4.53% 4.53% 74 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 1,149,536 119,414 0.18% 0.18% 75 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1,055,564 109,651 0.53% 0.53% 76 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 994,809 103,340 0.27% 0.27% 77 0 0.0% Q2 2026 Aug 11, 2026
WoodTrust Financial Corp History Reduced 959,374 99,669 12.08% 11.86% 78 -1,785 -0.19% Q3 2026 Oct 09, 2026
Walleye Trading LLC History No change 944,122 98,075 0.11% 0.11% 79 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 937,791 97,417 0.15% 0.15% 80 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 929,434 96,549 2.6% 2.6% 81 0 0.0% Q2 2026 Jul 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 927,177 96,315 0.12% 0.12% 82 0 0.0% Q2 2026 Jul 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 922,952 95,876 0.16% 0.16% 83 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 900,901 93,585 0.41% 0.41% 84 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 900,221 93,514 0.41% 0.41% 85 0 0.0% Q2 2026 Aug 12, 2026
STOCK YARDS BANK & TRUST CO History No change 874,038 90,795 2.6% 2.6% 86 0 0.0% Q2 2026 Aug 19, 2026
CIBC Asset Management Inc History No change 872,310 90,615 0.2% 0.2% 87 0 0.0% Q2 2026 Aug 03, 2026
Capital International Investors History No change 862,299 89,204 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 856,985 89,023 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History No change 853,756 88,688 0.33% 0.33% 90 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Financial Partners, Inc. History No change 842,582 87,527 0.6% 0.6% 91 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 833,150 86,547 3.75% 3.75% 92 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 791,726 82,262 0.06% 0.06% 93 0 0.0% Q2 2026 Aug 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 787,607 81,816 12.28% 12.28% 94 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 778,613 80,882 0.37% 0.37% 95 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 778,595 80,880 0.13% 0.13% 96 0 0.0% Q2 2026 Aug 14, 2026
Greenfield FTC, Inc. History No change 774,023 80,405 10.95% 10.95% 97 0 0.0% Q2 2026 Jul 16, 2026
MML INVESTORS SERVICES, LLC History No change 771,228 80,115 0.16% 0.16% 98 0 0.0% Q2 2026 Aug 07, 2026
Confluence Wealth Services, Inc. History No change 762,478 79,205 2.26% 2.26% 99 0 0.0% Q2 2026 Jul 22, 2026
BOKF, NA History No change 760,147 78,964 1.09% 1.09% 100 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 729,064 75,735 0.27% 0.27% 101 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 710,193 73,401 0.12% 0.12% 102 0 0.0% Q2 2026 Jul 15, 2026
Schonfeld Strategic Advisors LLC History No change 700,000 72,716 0.26% 0.26% 103 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 694,941 72,190 1.48% 1.48% 104 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 691,236 71,805 1.6% 1.6% 105 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 681,246 70,767 1.03% 1.03% 106 0 0.0% Q2 2026 Aug 11, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 680,500 70,690 0.31% 0.31% 107 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 675,556 70,176 1.99% 1.99% 108 0 0.0% Q2 2026 Aug 03, 2026
Destination Wealth Management History No change 673,331 69,945 1.63% 1.63% 109 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 661,073 68,672 0.13% 0.13% 110 0 0.0% Q2 2026 Aug 05, 2026
HANCOCK WHITNEY CORP History No change 656,464 68,193 1.14% 1.14% 111 0 0.0% Q2 2026 Aug 14, 2026
Miller Investment Management, LP History No change 649,538 67,474 6.16% 6.16% 112 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 629,126 65,353 3.89% 3.89% 113 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 626,173 65,046 0.3% 0.3% 114 0 0.0% Q2 2026 Aug 18, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 611,249 63,496 1.17% 1.17% 115 0 0.0% Q2 2026 Aug 04, 2026
SCS Capital Management LLC History No change 610,352 63,403 0.6% 0.6% 116 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 609,701 63,335 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 608,298 63,189 2.43% 2.43% 118 0 0.0% Q2 2026 Jul 20, 2026
MetLife Investment Management, LLC History No change 606,500 63,003 0.29% 0.29% 119 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 602,592 62,597 0.14% 0.14% 120 0 0.0% Q2 2026 Jul 27, 2026
Valeo Financial Advisors, LLC History Reduced 601,118 62,450 1.32% 1.33% 121 -7,680 -1.26% Q3 2026 Oct 08, 2026
Prime Capital Investment Advisors, LLC History No change 604,154 61,207 0.59% 0.59% 122 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 580,559 60,308 0.33% 0.33% 123 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 575,294 59,595 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 14, 2026
BONTEMPO OHLY CAPITAL MGMT LLC History No change 571,238 59,340 25.27% 25.27% 125 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 568,002 59,009 1.56% 1.54% 126 -6,753 -1.17% Q3 2026 Oct 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 563,443 58,530 0.43% 0.43% 127 0 0.0% Q2 2026 Jul 23, 2026
Mondrian Investment Partners LTD History No change 560,248 58,198 0.9% 0.9% 128 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 560,150 58,188 0.09% 0.09% 129 0 0.0% Q2 2026 Aug 13, 2026
1ST SOURCE BANK History No change 553,118 57,457 2.6% 2.6% 130 0 0.0% Q2 2026 Aug 06, 2026
Accredited Investors Inc. History No change 546,667 56,787 2.45% 2.45% 131 0 0.0% Q2 2026 Jul 21, 2026
Savant Capital, LLC History No change 539,407 56,086 0.16% 0.16% 132 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 536,747 55,761 3.39% 3.39% 133 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 533,278 55,396 0.52% 0.52% 134 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 533,044 55,372 0.55% 0.55% 135 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIENT ADVISORS LLC History No change 532,654 55,332 7.92% 7.92% 136 0 0.0% Q2 2026 Aug 07, 2026
Ryan Investment Management, Inc. History No change 529,994 55,055 24.92% 24.92% 137 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 529,579 54,931 0.09% 0.09% 138 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 564,968 54,875 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 525,215 54,559 0.58% 0.58% 140 0 0.0% Q2 2026 Aug 03, 2026
FIRST NATIONAL BANK OF OMAHA History No change 509,296 52,703 1.49% 1.49% 141 0 0.0% Q2 2026 Aug 07, 2026
Fiera Capital Corp History No change 501,643 52,110 0.19% 0.19% 142 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisors, LLC History No change 493,375 51,251 7.07% 7.07% 143 0 0.0% Q2 2026 Jul 22, 2026
WIT, LLC History No change 491,177 51,023 0.81% 0.81% 144 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 486,616 50,549 2.74% 2.74% 145 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 486,087 50,494 0.51% 0.51% 146 0 0.0% Q2 2026 Jul 28, 2026
CHOREO, LLC History No change 479,052 49,763 0.55% 0.55% 147 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 473,434 49,180 0.59% 0.59% 148 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 466,249 48,433 0.0% 0.0% 149 0 0.0% Q2 2026 Sep 22, 2026
Nearwater Capital Markets, Ltd History No change 465,000 48,304 0.83% 0.83% 150 0 0.0% Q2 2026 Aug 14, 2026
Fluent Financial, LLC History No change 460,833 47,871 17.09% 17.09% 151 0 0.0% Q2 2026 Jul 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 459,150 47,696 0.15% 0.15% 152 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 444,305 46,154 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 436,703 45,364 0.17% 0.17% 154 0 0.0% Q2 2026 Aug 14, 2026
HT Partners LLC History No change 434,456 45,131 12.5% 12.5% 155 0 0.0% Q2 2026 Jul 16, 2026
OMERS ADMINISTRATION Corp History No change 420,175 43,639 0.26% 0.26% 156 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 419,150 43,541 4.32% 4.32% 157 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 418,507 43,474 0.37% 0.37% 158 0 0.0% Q2 2026 Jul 27, 2026
GREENLEAF TRUST History No change 416,146 43,229 0.42% 0.42% 159 0 0.0% Q2 2026 Jul 21, 2026
Allspring Global Investments Holdings, LLC History No change 416,137 42,870 0.07% 0.07% 160 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 411,859 42,783 5.1% 5.1% 161 0 0.0% Q2 2026 Jul 20, 2026
Grant Street Asset Management, Inc. History No change 408,733 42,459 6.96% 6.96% 162 0 0.0% Q2 2026 Aug 05, 2026
ANB BANK History Added to 407,716 42,357 15.04% 6.95% 163 +228,441 127.42% Q3 2026 Oct 09, 2026
MainStreet Investment Advisors LLC History No change 404,826 42,053 5.73% 5.73% 164 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 402,258 41,787 0.11% 0.11% 165 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 401,640 41,722 0.53% 0.53% 166 0 0.0% Q2 2026 Aug 05, 2026
A&I FINANCIAL SERVICES, LLC History No change 400,128 41,565 18.1% 18.1% 167 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Partners, Ltd. History No change 399,214 41,470 2.57% 2.57% 168 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 394,010 40,933 3.82% 3.8% 169 -18,450 -4.47% Q3 2026 Oct 01, 2026
Ballentine Partners, LLC History No change 391,817 40,701 0.5% 0.5% 170 0 0.0% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History No change 390,245 40,538 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 387,025 40,204 0.62% 0.62% 172 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 384,567 39,948 5.59% 5.59% 173 0 0.0% Q2 2026 Aug 12, 2026
DT Investment Partners, LLC History No change 370,143 38,450 2.87% 2.87% 174 0 0.0% Q2 2026 Jul 27, 2026
Dynasty Wealth Management, LLC History No change 368,411 38,270 0.28% 0.28% 175 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 367,450 38,170 0.28% 0.28% 176 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 366,884 38,111 0.6% 0.6% 177 0 0.0% Q2 2026 Jul 22, 2026
UNIQUE WEALTH, LLC History No change 360,925 37,492 4.37% 4.37% 178 0 0.0% Q2 2026 Jul 21, 2026
Composition Wealth, LLC History No change 356,664 37,050 0.43% 0.43% 179 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 354,786 36,854 1.49% 1.49% 180 0 0.0% Q2 2026 Aug 12, 2026
Paulson Wealth Management Inc. History No change 352,626 36,630 7.77% 7.77% 181 0 0.0% Q2 2026 Aug 04, 2026
Checchi Capital Advisers, LLC History No change 347,169 36,063 1.62% 1.62% 182 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 346,402 35,984 0.21% 0.21% 183 0 0.0% Q2 2026 Aug 17, 2026
National Philanthropic Trust History No change 340,191 35,339 0.51% 0.51% 184 0 0.0% Q2 2026 Aug 14, 2026
New Harbor Financial Group, LLC History No change 337,374 35,046 5.54% 5.54% 185 0 0.0% Q2 2026 Jul 23, 2026
DRW Securities, LLC History No change 336,613 34,967 0.85% 0.85% 186 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 336,232 34,927 0.11% 0.11% 187 0 0.0% Q2 2026 Jul 28, 2026
Point72 Asset Management, L.P. History No change 333,348 34,628 0.04% 0.04% 188 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 330,827 34,369 8.05% 7.83% 189 +18,999 6.09% Q3 2026 Oct 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 328,250 34,098 0.66% 0.66% 190 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 326,181 33,883 0.05% 0.05% 191 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 325,864 33,850 0.1% 0.1% 192 0 0.0% Q2 2026 Jul 28, 2026
Brewster Financial Planning LLC History No change 325,592 33,822 18.57% 18.57% 193 0 0.0% Q2 2026 Jul 14, 2026
Valmark Advisers, Inc. History No change 323,896 33,646 0.36% 0.36% 194 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 322,532 33,501 0.1% 0.1% 195 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 313,036 32,518 0.15% 0.15% 196 0 0.0% Q2 2026 Aug 11, 2026
Painted Porch Advisors LLC History No change 312,257 32,437 14.17% 14.17% 197 0 0.0% Q2 2026 Jul 24, 2026
PITTENGER & ANDERSON INC History No change 310,192 32,222 1.15% 1.15% 198 0 0.0% Q2 2026 Jul 27, 2026
Allie Family Office LLC History No change 309,203 32,126 11.88% 11.88% 199 0 0.0% Q2 2026 Oct 02, 2026
Keel Point, LLC History No change 308,982 32,097 1.9% 1.9% 200 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 308,434 32,040 0.33% 0.33% 201 0 0.0% Q2 2026 Aug 03, 2026
HB Wealth Management, LLC History No change 305,287 31,713 0.18% 0.18% 202 0 0.0% Q2 2026 Jul 29, 2026
Jasper Ridge Partners, L.P. History No change 304,801 31,662 0.68% 0.68% 203 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 304,792 31,661 1.58% 1.58% 204 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 304,435 31,624 0.18% 0.18% 205 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 303,165 31,492 0.4% 0.4% 206 0 0.0% Q2 2026 Aug 11, 2026
Verger Capital Management LLC History No change 297,494 30,903 9.05% 9.05% 207 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 292,096 30,342 0.12% 0.12% 208 0 0.0% Q2 2026 Aug 14, 2026
Arbor Investment Advisors, LLC History No change 288,795 30,000 3.4% 3.4% 209 0 0.0% Q2 2026 Jul 24, 2026
71 West Capital Partners History No change 285,242 29,630 1.02% 1.02% 210 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS INC /AR/ History No change 283,139 29,412 0.33% 0.33% 211 0 0.0% Q2 2026 Jul 29, 2026
Tanglewood Wealth Management, Inc. History No change 281,224 29,213 2.48% 2.48% 212 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 279,641 29,049 0.16% 0.16% 213 0 0.0% Q2 2026 Jul 24, 2026
Latigo Investments, LLC History No change 278,590 28,939 12.9% 12.9% 214 0 0.0% Q2 2026 Aug 06, 2026
Stairway Partners, LLC History Reduced 277,784 28,858 1.36% 1.36% 215 -830 -0.3% Q3 2026 Oct 01, 2026
Limestone Investment Advisors LP History No change 275,000 28,567 2.12% 2.12% 216 0 0.0% Q2 2026 Aug 14, 2026
Idaho Trust Co History No change 272,083 28,263 8.26% 8.26% 217 0 0.0% Q2 2026 Aug 06, 2026
Volterra Technologies LP History No change 269,600 28,006 4.03% 4.03% 218 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 266,958 27,731 0.33% 0.33% 219 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 265,803 27,611 0.11% 0.11% 220 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Planning, Inc. History Added to 260,791 27,093 6.01% 6.08% 221 +5,431 2.13% Q3 2026 Oct 08, 2026
Clear Creek Financial Management, LLC History No change 260,004 27,009 1.74% 1.74% 222 0 0.0% Q2 2026 Jul 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 259,607 26,967 0.18% 0.18% 223 0 0.0% Q2 2026 Aug 14, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 258,485 26,851 2.54% 2.54% 224 0 0.0% Q2 2026 Aug 12, 2026
LMCG INVESTMENTS, LLC History No change 257,583 26,757 1.43% 1.43% 225 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Management, Inc. History No change 256,665 26,662 3.84% 3.84% 226 0 0.0% Q2 2026 Jul 16, 2026
ARRIEN INVESTMENTS, INC. History No change 254,325 26,419 13.32% 13.32% 227 0 0.0% Q2 2026 Jul 30, 2026
Napier Financial, LLC History No change 250,152 25,985 5.41% 5.41% 228 0 0.0% Q2 2026 Jul 31, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 246,051 25,559 0.29% 0.29% 229 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 245,111 25,462 0.52% 0.52% 230 0 0.0% Q2 2026 Aug 06, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 244,709 25,420 2.97% 2.97% 231 0 0.0% Q2 2026 Aug 13, 2026
Tandem Wealth Advisors LLC History No change 244,341 25,382 10.1% 10.1% 232 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 242,656 25,204 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 240,359 24,968 0.46% 0.46% 234 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST BANK History No change 237,804 24,703 1.73% 1.73% 235 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 236,722 24,590 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 11, 2026
VESTOR CAPITAL, LLC History No change 239,240 24,474 1.54% 1.54% 237 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 234,469 24,356 0.12% 0.12% 238 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 234,167 24,325 0.37% 0.37% 239 0 0.0% Q2 2026 Aug 05, 2026
Orion Porfolio Solutions, LLC History No change 233,298 24,235 0.19% 0.19% 240 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 229,188 23,808 1.04% 1.04% 241 0 0.0% Q2 2026 Aug 03, 2026
Aristotle Capital Management, LLC History No change 228,865 23,775 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 227,292 23,611 0.27% 0.27% 243 0 0.0% Q2 2026 Aug 04, 2026
Verdence Capital Advisors LLC History No change 227,193 23,600 1.24% 1.24% 244 0 0.0% Q2 2026 Jul 29, 2026
Portland Global Advisors LLC History No change 225,974 23,474 2.23% 2.23% 245 0 0.0% Q2 2026 Aug 13, 2026
CAPE ANN SAVINGS BANK History No change 225,487 23,423 11.03% 11.03% 246 0 0.0% Q2 2026 Aug 04, 2026
Capula Management Ltd History No change 225,387 23,413 0.08% 0.08% 247 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 222,103 23,072 0.25% 0.25% 248 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 220,463 22,901 0.1% 0.1% 249 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 216,265 22,465 0.91% 0.91% 250 0 0.0% Q2 2026 Aug 10, 2026
Financial & Tax Architects, LLC History No change 215,339 22,369 4.72% 4.72% 251 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY TRUST CO History No change 214,817 22,315 0.24% 0.24% 252 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 212,452 22,069 2.23% 2.23% 253 0 0.0% Q2 2026 Aug 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 212,372 22,061 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 17, 2026
Venturi Wealth Management, LLC History No change 209,938 21,808 0.84% 0.84% 255 0 0.0% Q2 2026 Jul 20, 2026
Aries Wealth Management History No change 209,435 21,756 4.27% 4.27% 256 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 207,040 21,507 0.46% 0.46% 257 0 0.0% Q2 2026 Aug 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 206,830 21,485 0.09% 0.09% 258 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 206,707 21,292 1.75% 1.75% 259 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 200,836 20,862 0.4% 0.4% 260 0 0.0% Q2 2026 Aug 11, 2026
Taikang Asset Management (Hong Kong) Co Ltd History No change 198,844 20,655 1.88% 1.88% 261 0 0.0% Q2 2026 Aug 12, 2026
Fort Point Capital Partners LLC History No change 198,392 20,608 1.43% 1.43% 262 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 197,397 20,505 0.24% 0.24% 263 0 0.0% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 195,174 20,274 0.02% 0.02% 264 0 0.0% Q2 2026 Sep 09, 2026
Ethos Financial Group, LLC History No change 195,117 20,268 1.36% 1.36% 265 0 0.0% Q2 2026 Aug 07, 2026
Strategies Wealth Advisors, LLC History No change 194,097 20,162 1.8% 1.8% 266 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 193,267 20,076 4.12% 4.12% 267 0 0.0% Q2 2026 Jul 24, 2026
Caprock Group, LLC History No change 190,867 19,827 0.38% 0.38% 268 0 0.0% Q2 2026 Jul 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 189,942 19,731 0.31% 0.31% 269 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 188,270 19,558 0.07% 0.07% 270 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 187,093 19,435 0.54% 0.54% 271 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 185,638 19,284 0.12% 0.12% 272 0 0.0% Q2 2026 Jul 20, 2026
Hilltop National Bank History No change 185,481 19,267 4.11% 4.11% 273 0 0.0% Q2 2026 Jul 01, 2026
ODonnell Financial Services, LLC History No change 184,808 19,197 5.65% 5.65% 274 0 0.0% Q2 2026 Aug 12, 2026
DV EQUITIES, LLC History No change 184,394 19,154 2.75% 2.75% 275 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 183,947 19,108 0.27% 0.27% 276 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History Reduced 183,874 19,102 1.51% 1.48% 277 -77 -0.04% Q3 2026 Oct 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 183,797 19,093 0.26% 0.26% 278 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 183,559 19,068 0.16% 0.16% 279 0 0.0% Q2 2026 Sep 23, 2026
Lepercq De Neuflize Asset Management LLC History No change 183,230 19,033 12.08% 12.08% 280 0 0.0% Q2 2026 Aug 13, 2026
SIG BROKERAGE, LP History No change 182,000 18,906 0.37% 0.37% 281 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 181,663 18,871 0.27% 0.27% 282 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 180,946 18,796 0.32% 0.32% 283 0 0.0% Q2 2026 Jul 30, 2026
Calamos Wealth Management LLC History No change 180,726 18,773 0.57% 0.57% 284 0 0.0% Q2 2026 Jul 31, 2026
Constellation Investments, Inc. History No change 179,699 18,667 0.59% 0.59% 285 0 0.0% Q2 2026 Jul 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 179,365 18,632 0.23% 0.23% 286 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 177,614 18,450 0.21% 0.21% 287 0 0.0% Q2 2026 Aug 12, 2026
Pitti Group Wealth Management, LLC History No change 176,688 18,354 13.37% 13.37% 288 0 0.0% Q2 2026 Aug 12, 2026
Ted Buchan & Co History No change 174,931 18,171 5.94% 5.94% 289 0 0.0% Q2 2026 Jul 23, 2026
Drucker Wealth 3.0, LLC History No change 172,907 17,961 2.84% 2.84% 290 0 0.0% Q2 2026 Jul 13, 2026
Quent Capital, LLC History No change 172,870 17,957 1.1% 1.1% 291 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 169,509 17,876 0.18% 0.18% 292 0 0.0% Q2 2026 Jul 27, 2026
IHT Wealth Management, LLC History No change 171,999 17,867 0.38% 0.38% 293 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 168,692 17,523 0.45% 0.45% 294 0 0.0% Q2 2026 Jul 13, 2026
MATHER GROUP, LLC. History No change 168,326 17,485 0.15% 0.15% 295 0 0.0% Q2 2026 Jul 27, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 166,123 17,258 1.5% 1.47% 296 -1,917 -1.14% Q3 2026 Oct 07, 2026
IFP Advisors, Inc History No change 165,876 17,231 0.31% 0.31% 297 0 0.0% Q2 2026 Jul 20, 2026
Corundum Group, Inc. History No change 164,969 17,136 5.08% 5.08% 298 0 0.0% Q2 2026 Aug 07, 2026
MCF Advisors LLC History No change 164,941 17,134 0.61% 0.61% 299 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Added to 163,409 16,976 0.47% 0.47% 300 +1,396 0.86% Q3 2026 Oct 08, 2026
AAFMAA Wealth Management & Trust LLC History No change 163,088 16,941 5.91% 5.91% 301 0 0.0% Q2 2026 Jul 08, 2026
Gotham Asset Management, LLC History No change 161,612 16,788 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 160,300 16,652 0.29% 0.29% 303 0 0.0% Q2 2026 Jul 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 158,788 16,494 0.95% 0.95% 304 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 158,028 16,415 1.12% 1.12% 305 0 0.0% Q2 2026 Sep 04, 2026
INTEGRITY ALLIANCE, LLC. History No change 157,543 16,365 0.51% 0.51% 306 0 0.0% Q2 2026 Jul 31, 2026
PATTON FUND MANAGEMENT, INC. History No change 156,767 16,284 3.52% 3.52% 307 0 0.0% Q2 2026 Jul 13, 2026
MARTIN & CO INC /TN/ History No change 156,127 16,218 2.53% 2.53% 308 0 0.0% Q2 2026 Aug 12, 2026
iA Global Asset Management Inc. History No change 155,519 16,155 0.19% 0.19% 309 0 0.0% Q2 2026 Jul 29, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 155,236 16,125 0.82% 0.82% 310 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 154,929 16,093 0.54% 0.54% 311 0 0.0% Q2 2026 Jul 24, 2026
Emerald Investment Advisers, LLC History No change 154,263 16,024 1.07% 1.07% 312 0 0.0% Q2 2026 Aug 12, 2026
Hills Bank & Trust Co History No change 153,988 15,996 0.68% 0.68% 313 0 0.0% Q2 2026 Aug 10, 2026
WATERS PARKERSON & CO., LLC History No change 153,283 15,923 0.79% 0.79% 314 0 0.0% Q2 2026 Jul 30, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 152,387 15,829 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 03, 2026
DIVERSIFIED MANAGEMENT INC History Added to 151,846 15,775 2.75% 3.28% 316 +3,933 2.66% Q3 2026 Oct 08, 2026
TCTC Holdings, LLC History No change 151,846 15,773 0.41% 0.41% 317 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 151,252 15,712 0.2% 0.2% 318 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 149,204 15,499 0.24% 0.24% 319 0 0.0% Q2 2026 Aug 07, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 149,059 15,484 1.81% 1.81% 320 0 0.0% Q2 2026 Aug 14, 2026
HMS Capital Management, LLC History No change 149,005 15,478 5.79% 5.79% 321 0 0.0% Q2 2026 Jul 21, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 148,606 15,437 0.99% 0.99% 322 0 0.0% Q2 2026 Jul 24, 2026
Diversified Trust Co History No change 148,235 15,398 0.25% 0.25% 323 0 0.0% Q2 2026 Jul 17, 2026
RWA WEALTH PARTNERS, LLC History No change 148,104 15,385 0.15% 0.15% 324 0 0.0% Q2 2026 Aug 07, 2026
WESBANCO BANK INC History No change 144,407 15,000 0.37% 0.37% 325 0 0.0% Q2 2026 Jul 28, 2026
Shulman DeMeo Asset Management LLC History Reduced 143,310 14,908 2.95% 2.83% 326 -2,573 -1.76% Q3 2026 Oct 09, 2026
Baker Avenue Asset Management, LP History No change 142,948 14,849 0.28% 0.28% 327 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 142,338 14,825 0.28% 0.28% 328 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 141,145 14,663 0.1% 0.11% 329 +7,147 5.33% Q3 2026 Oct 08, 2026
Brickley Wealth Management History No change 140,863 14,632 2.1% 2.1% 330 0 0.0% Q2 2026 Jul 13, 2026
CAMBIAR INVESTORS LLC History No change 140,573 14,602 0.63% 0.63% 331 0 0.0% Q2 2026 Jul 31, 2026
Presper Financial Architects, LLC History No change 140,351 14,579 7.61% 7.61% 332 0 0.0% Q2 2026 Aug 11, 2026
LWM ADVISORS INC History Added to 140,023 14,546 10.98% 10.83% 333 +223 0.16% Q3 2026 Oct 08, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 139,269 14,468 0.91% 0.93% 334 -599 -0.43% Q3 2026 Oct 09, 2026
Noble Family Wealth, LLC History No change 139,167 14,456 2.59% 2.59% 335 0 0.0% Q2 2026 Aug 04, 2026
Gray Private Wealth, LLC History No change 138,509 14,388 6.22% 6.22% 336 0 0.0% Q2 2026 Jul 24, 2026
Darwin Wealth Management, LLC History No change 137,912 14,326 3.92% 3.92% 337 0 0.0% Q2 2026 Jul 21, 2026
Harvest Investment Advisors, LLC History No change 137,673 14,301 7.1% 7.1% 338 0 0.0% Q2 2026 Aug 14, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 137,598 14,293 2.07% 2.07% 339 0 0.0% Q2 2026 Aug 07, 2026
Waterway Wealth Management, LLC History No change 137,342 14,267 2.91% 2.91% 340 0 0.0% Q2 2026 Jul 13, 2026
RVW Wealth, LLC History Reduced 137,032 14,236 0.91% 0.95% 341 -1,407 -1.02% Q3 2026 Oct 06, 2026
Antonelli Financial Advisors, LLC History No change 136,795 14,210 9.74% 9.74% 342 0 0.0% Q2 2026 Jul 14, 2026
Vanguard National Trust Co History No change 136,326 14,161 0.77% 0.77% 343 0 0.0% Q2 2026 Aug 13, 2026
Chesley Taft & Associates LLC History No change 135,426 14,068 0.55% 0.55% 344 0 0.0% Q2 2026 Jul 08, 2026
GLOBALT Investments LLC / GA History No change 135,150 14,039 0.47% 0.47% 345 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 134,811 14,004 0.64% 0.64% 346 0 0.0% Q2 2026 Jul 23, 2026
Envestnet Portfolio Solutions, Inc. History No change 132,355 13,749 0.07% 0.07% 347 0 0.0% Q2 2026 Sep 23, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 131,779 13,689 4.73% 4.73% 348 0 0.0% Q2 2026 Aug 14, 2026
LITTLE HOUSE CAPITAL LLC History No change 131,422 13,652 3.07% 3.07% 349 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 130,892 13,597 0.04% 0.04% 350 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 129,800 13,483 0.02% 0.02% 351 0 0.0% Q2 2026 Aug 12, 2026
OFS Enterprise LLC History No change 129,400 13,442 3.43% 3.43% 352 0 0.0% Q2 2026 Jul 08, 2026
AMARILLO NATIONAL BANK History No change 128,420 13,340 2.14% 2.14% 353 0 0.0% Q2 2026 Jul 15, 2026
LGL PARTNERS, LLC History No change 128,370 13,335 4.88% 4.88% 354 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 127,608 13,255 1.49% 1.49% 355 0 0.0% Q2 2026 Jul 13, 2026
Constant Guidance Financial LLC History No change 126,969 13,189 8.28% 8.28% 356 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 127,379 13,130 0.03% 0.03% 357 0 0.0% Q2 2026 Jul 27, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 126,313 13,121 2.18% 2.18% 358 0 0.0% Q2 2026 Jul 21, 2026
Spire Wealth Management History No change 126,219 13,111 0.4% 0.4% 359 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 123,569 12,835 0.07% 0.07% 360 0 0.0% Q2 2026 Aug 14, 2026
American Alpha Advisors, LLC History No change 123,459 12,824 6.93% 6.93% 361 0 0.0% Q2 2026 Aug 14, 2026
Torrey-Payne Wealth Management, LLC History No change 123,016 12,778 10.51% 10.51% 362 0 0.0% Q2 2026 Jul 23, 2026
MYCIO WEALTH PARTNERS, LLC History No change 122,608 12,736 2.38% 2.38% 363 0 0.0% Q2 2026 Aug 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 122,310 12,705 0.12% 0.12% 364 0 0.0% Q2 2026 Aug 13, 2026
Sterling Group Wealth Management, LLC History No change 122,087 12,682 5.2% 5.2% 365 0 0.0% Q2 2026 Aug 03, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 121,442 12,616 0.81% 0.82% 366 +4,063 3.46% Q3 2026 Oct 08, 2026
COREPATH WEALTH PARTNERS LLC History No change 119,686 12,370 7.72% 7.72% 367 0 0.0% Q2 2026 Jul 09, 2026
IMA Advisory Services, Inc. History No change 118,540 12,313 0.77% 0.77% 368 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 117,474 12,203 0.05% 0.05% 369 0 0.0% Q2 2026 Aug 11, 2026
All Terrain Financial Advisors, LLC History No change 117,231 12,177 1.98% 1.98% 370 0 0.0% Q2 2026 Aug 11, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 116,496 12,101 5.61% 5.61% 371 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History No change 116,468 12,098 0.18% 0.18% 372 0 0.0% Q2 2026 Aug 03, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 116,347 12,086 3.38% 3.38% 373 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Long Beach History No change 116,290 12,080 2.6% 2.6% 374 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 116,164 12,067 0.15% 0.15% 375 0 0.0% Q2 2026 Aug 13, 2026
ELEVATUS WELATH MANAGEMENT History No change 115,675 12,016 2.92% 2.92% 376 0 0.0% Q2 2026 Aug 13, 2026
Canton Hathaway, LLC History No change 115,649 12,013 2.3% 2.3% 377 0 0.0% Q2 2026 Aug 05, 2026
MIZUHO MARKETS AMERICAS LLC History No change 114,950 11,941 0.19% 0.19% 378 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 114,479 11,891 0.34% 0.34% 379 0 0.0% Q2 2026 Aug 10, 2026
Simmons Bank History No change 113,954 11,837 0.68% 0.68% 380 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Financial Corp History No change 112,998 11,738 4.2% 4.2% 381 0 0.0% Q2 2026 Aug 05, 2026
WASHINGTON TRUST Co History No change 111,893 11,623 0.36% 0.36% 382 0 0.0% Q2 2026 Aug 03, 2026
TIAA Wealth Investment Management LLC History No change 111,786 11,564 0.08% 0.08% 383 0 0.0% Q2 2026 Aug 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 111,223 11,553 0.11% 0.11% 384 0 0.0% Q2 2026 Jul 20, 2026
Sincerus Advisory, LLC History Added to 111,088 11,540 7.53% 7.3% 385 +7,546 7.29% Q3 2026 Oct 08, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 111,461 11,530 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 110,535 11,482 0.17% 0.17% 387 0 0.0% Q2 2026 Aug 10, 2026
Ehrenkranz Partners L.P. History No change 110,458 11,474 6.62% 6.62% 388 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 110,196 11,447 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Asset Management, LLC History No change 109,688 11,394 1.1% 1.1% 390 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 109,483 11,374 0.3% 0.31% 391 +1,268 1.17% Q3 2026 Oct 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 109,345 11,358 0.21% 0.21% 392 0 0.0% Q2 2026 Aug 12, 2026
HOGE FINANCIAL SERVICES, LLC History No change 109,261 11,350 5.43% 5.43% 393 0 0.0% Q2 2026 Jul 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 109,158 11,339 0.18% 0.18% 394 0 0.0% Q2 2026 Aug 10, 2026
NEPC LLC History No change 108,493 11,270 0.21% 0.21% 395 0 0.0% Q2 2026 Aug 14, 2026
CONNING INC. History No change 108,490 11,269 0.34% 0.34% 396 0 0.0% Q2 2026 Jul 30, 2026
Freestone Capital Holdings, LLC History No change 108,282 11,248 0.29% 0.29% 397 0 0.0% Q2 2026 Jul 31, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 107,973 11,216 0.42% 0.42% 398 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 107,858 11,204 0.03% 0.03% 399 0 0.0% Q2 2026 Aug 13, 2026
OKABENA INVESTMENT SERVICES INC History No change 107,214 11,137 1.99% 1.99% 400 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 107,048 11,120 0.12% 0.12% 401 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History Added to 106,828 11,098 1.1% 1.07% 402 +3,055 2.94% Q3 2026 Oct 08, 2026
NIXON PEABODY TRUST CO History No change 106,691 11,083 0.78% 0.78% 403 0 0.0% Q2 2026 Jul 27, 2026
Ascent Group, LLC History No change 106,628 11,076 0.33% 0.33% 404 0 0.0% Q2 2026 Aug 03, 2026
Capital Analysts, LLC History No change 106,413 11,054 0.25% 0.25% 405 0 0.0% Q2 2026 Aug 05, 2026
Sage Financial Management Group, Inc. History No change 106,104 11,022 3.03% 3.03% 406 0 0.0% Q2 2026 Jul 24, 2026
Madden Advisory Services, Inc. History No change 105,547 10,964 3.93% 3.93% 407 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 105,110 10,918 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 104,671 10,873 0.33% 0.33% 409 0 0.0% Q2 2026 Jul 09, 2026
Alamar Capital Management, LLC History No change 102,978 10,697 5.41% 5.41% 410 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 102,515 10,649 0.29% 0.29% 411 0 0.0% Q2 2026 Aug 04, 2026
Citizens Business Bank History No change 101,959 10,591 1.59% 1.59% 412 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 100,948 10,486 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 100,725 10,463 0.48% 0.48% 414 0 0.0% Q2 2026 Jul 28, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 100,579 10,448 4.21% 4.21% 415 0 0.0% Q2 2026 Aug 06, 2026
Parisi Gray Wealth Management History No change 100,528 10,442 2.14% 2.14% 416 0 0.0% Q2 2026 Jul 09, 2026
Granby Capital Management, LLC History No change 100,000 10,388 5.42% 5.42% 417 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 99,527 10,338 0.22% 0.22% 418 0 0.0% Q2 2026 Jul 17, 2026
One Capital Management, LLC History No change 105,248 10,222 0.28% 0.28% 419 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 98,253 10,206 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 06, 2026
ARVEST INVESTMENTS, INC. History No change 97,426 10,120 1.22% 1.22% 421 0 0.0% Q2 2026 Jul 17, 2026
Provenance Wealth Advisors, LLC History No change 96,509 10,025 0.96% 0.96% 422 0 0.0% Q2 2026 Jul 24, 2026
Diametric Capital, LP History No change 96,265 10,000 1.05% 1.05% 423 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 96,106 9,983 0.43% 0.43% 424 0 0.0% Q2 2026 Jul 09, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 96,077 9,980 4.21% 4.21% 425 0 0.0% Q2 2026 Jul 13, 2026
First Financial Bank - Trust Division History Reduced 95,621 9,934 0.72% 0.72% 426 -1,150 -1.19% Q3 2026 Oct 01, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 95,299 9,899 0.86% 0.86% 427 0 0.0% Q2 2026 Jul 27, 2026
Orin Green Financial, LLC History No change 95,203 9,889 3.65% 3.65% 428 0 0.0% Q2 2026 Jul 13, 2026
HORIZON BANCORP INC /IN/ History No change 95,132 9,882 4.63% 4.63% 429 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 95,125 9,881 0.17% 0.17% 430 0 0.0% Q2 2026 Aug 11, 2026
CANADA LIFE ASSURANCE Co History No change 94,773 9,834 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 94,196 9,785 0.5% 0.5% 432 0 0.0% Q2 2026 Aug 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 93,874 9,751 0.19% 0.19% 433 0 0.0% Q2 2026 Jul 15, 2026
Chicago Partners Investment Group LLC History No change 94,696 9,744 0.19% 0.19% 434 0 0.0% Q2 2026 Jul 29, 2026
Avior Wealth Management, LLC History No change 92,906 9,651 0.25% 0.25% 435 0 0.0% Q2 2026 Jul 07, 2026
4Thought Financial Group Inc. History No change 92,594 9,618 4.52% 4.52% 436 0 0.0% Q2 2026 Jul 28, 2026
United Community Bank History No change 92,548 9,613 2.97% 2.97% 437 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 92,429 9,601 4.05% 4.05% 438 0 0.0% Q2 2026 Aug 14, 2026
Oasis Advisors, LLC History No change 92,108 9,568 6.21% 6.21% 439 0 0.0% Q2 2026 Jul 30, 2026
Callan Family Office, LLC History No change 91,798 9,535 0.19% 0.19% 440 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 91,686 9,524 0.23% 0.23% 441 0 0.0% Q2 2026 Jul 29, 2026
Blankinship & Foster, LLC History No change 91,276 9,481 1.91% 1.91% 442 0 0.0% Q2 2026 Jul 30, 2026
Financial Advisors Network, Inc. History No change 91,145 9,468 1.16% 1.16% 443 0 0.0% Q2 2026 Aug 14, 2026
CONNORS INVESTOR SERVICES INC History No change 90,905 9,443 0.82% 0.82% 444 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC\PA History No change 90,900 9,442 2.85% 2.85% 445 0 0.0% Q2 2026 Jul 21, 2026
Twin Tree Management, LP History No change 90,606 9,412 0.18% 0.18% 446 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 90,232 9,374 0.14% 0.14% 447 0 0.0% Q2 2026 Jul 15, 2026
Capital Advantage, Inc. History No change 90,234 9,373 1.14% 1.14% 448 0 0.0% Q2 2026 Jul 13, 2026
NICOLET BANKSHARES INC History No change 89,859 9,347 0.3% 0.3% 449 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 89,781 9,326 0.12% 0.12% 450 0 0.0% Q2 2026 Aug 14, 2026
Whitegate Investment Counselors, Inc. History No change 89,573 9,304 2.65% 2.65% 451 0 0.0% Q2 2026 Aug 10, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 89,481 9,295 3.78% 3.78% 452 0 0.0% Q2 2026 Jul 14, 2026
CENTRAL BANK & TRUST CO History Added to 89,369 9,284 1.32% 1.27% 453 +3,219 3.74% Q3 2026 Oct 09, 2026
Financial Enhancement Group LLC History Reduced 89,812 9,259 1.06% 1.16% 454 -4,125 -4.39% Q3 2026 Oct 08, 2026
CREDIT AGRICOLE S A History No change 89,116 9,257 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Planning, LLC History No change 88,022 9,143 0.05% 0.05% 456 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 87,952 9,136 0.1% 0.1% 457 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 87,735 9,113 0.87% 0.87% 458 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 87,246 9,063 0.19% 0.19% 459 0 0.0% Q2 2026 Jul 29, 2026
Summit Asset Management, LLC History No change 86,515 8,987 1.15% 1.15% 460 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 86,458 8,981 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
Prism Advisors, Inc. History Reduced 87,130 8,948 2.25% 2.25% 462 -2,081 -2.33% Q3 2026 Oct 09, 2026
CENTAURUS FINANCIAL, INC. History No change 86,087 8,943 0.35% 0.35% 463 0 0.0% Q2 2026 Aug 17, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 86,031 8,936 1.89% 1.89% 464 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL TRUST CO History No change 85,925 8,925 0.3% 0.3% 465 0 0.0% Q2 2026 Jul 30, 2026
Ellis Investment Partners, LLC History No change 85,560 8,888 1.35% 1.35% 466 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 84,025 8,728 0.63% 0.63% 467 0 0.0% Q2 2026 Jul 23, 2026
Legal & General Group Plc History No change 83,400 8,661 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 83,015 8,623 0.75% 0.75% 469 0 0.0% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History No change 82,912 8,612 0.06% 0.06% 470 0 0.0% Q2 2026 Sep 08, 2026
ASPIRIANT, LLC History No change 82,823 8,603 0.21% 0.21% 471 0 0.0% Q2 2026 Jul 20, 2026
Birch Hill Investment Advisors LLC History No change 82,689 8,589 0.35% 0.35% 472 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 82,473 8,567 0.18% 0.18% 473 0 0.0% Q2 2026 Aug 13, 2026
Tolleson Wealth Management, Inc. History No change 82,474 8,567 1.15% 1.15% 474 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 82,180 8,536 0.04% 0.04% 475 0 0.0% Q2 2026 Jul 17, 2026
RHUMBLINE ADVISERS History No change 82,039 8,522 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 11, 2026
Beirne Wealth Consulting Services, LLC History No change 81,873 8,505 1.69% 1.69% 477 0 0.0% Q2 2026 Jul 15, 2026
Ironwood Financial, llc History No change 81,945 8,459 1.32% 1.32% 478 0 0.0% Q2 2026 Jul 17, 2026
PATTEN & PATTEN INC/TN History No change 81,333 8,448 0.45% 0.45% 479 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 85,699 8,323 0.34% 0.34% 480 0 0.0% Q2 2026 Jul 09, 2026
Weaver Capital Management LLC History No change 85,460 8,300 1.83% 1.83% 481 0 0.0% Q2 2026 Jul 30, 2026
Collaborative Capital Advisors LLC History No change 79,551 8,263 5.22% 5.22% 482 0 0.0% Q2 2026 Aug 14, 2026
Bolthouse Investments, LLC History No change 79,321 8,239 6.68% 6.68% 483 0 0.0% Q2 2026 Aug 11, 2026
Brio Consultants, LLC History No change 79,094 8,216 0.96% 0.96% 484 0 0.0% Q2 2026 Aug 12, 2026
NORTH DALLAS BANK & TRUST CO History No change 78,706 8,175 4.85% 4.85% 485 0 0.0% Q2 2026 Jul 13, 2026
New England Private Wealth Advisors LLC History No change 78,478 8,115 0.78% 0.78% 486 0 0.0% Q2 2026 Aug 04, 2026
NBT BANK, N.A. History No change 77,799 8,081 0.54% 0.54% 487 0 0.0% Q2 2026 Jul 29, 2026
FIRST FINANCIAL BANKSHARES INC History No change 77,525 8,053 0.15% 0.15% 488 0 0.0% Q2 2026 Aug 11, 2026
LCM Capital Management Inc History No change 76,825 7,980 3.47% 3.47% 489 0 0.0% Q2 2026 Jul 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 76,734 7,971 0.56% 0.56% 490 0 0.0% Q2 2026 Jul 07, 2026
First Western Trust Bank History No change 75,927 7,887 0.38% 0.38% 491 0 0.0% Q2 2026 Jul 29, 2026
KLINGENSTEIN FIELDS & CO LP History No change 75,235 7,815 0.27% 0.27% 492 0 0.0% Q2 2026 Aug 05, 2026
FIRST HAWAIIAN BANK History No change 74,990 7,789 0.99% 0.99% 493 0 0.0% Q2 2026 Jul 13, 2026
Sepio Capital, LP History No change 74,988 7,789 0.39% 0.39% 494 0 0.0% Q2 2026 Jul 28, 2026
Chesapeake Wealth Management History No change 74,182 7,706 2.16% 2.16% 495 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Reduced 74,156 7,704 3.75% 3.69% 496 -378 -0.51% Q3 2026 Oct 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 74,128 7,700 0.09% 0.09% 497 0 0.0% Q2 2026 Aug 14, 2026
Cooke Wealth Management, LLC History No change 74,031 7,690 6.3% 6.3% 498 0 0.0% Q2 2026 Jul 16, 2026
Forvis Mazars Wealth Advisors, LLC History No change 73,509 7,636 0.13% 0.13% 499 0 0.0% Q2 2026 Aug 10, 2026
Rakuten Investment Management, Inc. History No change 73,784 7,632 0.02% 0.02% 500 0 0.0% Q2 2026 Aug 17, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 73,143 7,598 1.13% 1.22% 501 -4,047 -5.24% Q3 2026 Oct 08, 2026
Cascade Financial Partners, LLC History No change 72,923 7,575 0.66% 0.66% 502 0 0.0% Q2 2026 Aug 04, 2026
Richard W. Paul & Associates, LLC History No change 72,892 7,572 2.32% 2.32% 503 0 0.0% Q2 2026 Aug 10, 2026
URS Advisory LLC History No change 72,896 7,572 4.21% 4.21% 504 0 0.0% Q2 2026 Jul 27, 2026
Angeles Investment Advisors, LLC History No change 72,735 7,555 0.45% 0.45% 505 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 72,732 7,555 0.25% 0.25% 506 0 0.0% Q2 2026 Jul 17, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 72,038 7,483 0.76% 0.76% 507 0 0.0% Q2 2026 Jul 24, 2026
SYKON CAPITAL LLC History No change 71,895 7,468 2.3% 2.3% 508 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 71,858 7,464 0.22% 0.22% 509 0 0.0% Q2 2026 Aug 06, 2026
First Citizens Financial Corp History Reduced 71,838 7,463 3.14% 3.24% 510 -2,851 -3.82% Q3 2026 Oct 02, 2026
Powell Investment Advisors, LLC History No change 70,899 7,364 2.32% 2.32% 511 0 0.0% Q2 2026 Jul 28, 2026
CITY HOLDING CO History No change 70,747 7,349 0.83% 0.83% 512 0 0.0% Q2 2026 Jul 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 70,180 7,290 0.09% 0.09% 513 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 70,174 7,289 0.57% 0.57% 514 0 0.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History No change 69,979 7,269 2.42% 2.42% 515 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Family Advisors, LLC History No change 69,490 7,218 3.03% 3.03% 516 0 0.0% Q2 2026 Aug 14, 2026
GreatBanc Trust CO History No change 68,800 7,146 4.43% 4.43% 517 0 0.0% Q2 2026 Jul 29, 2026
AMARA FINANCIAL, LLC. History No change 68,745 7,141 4.27% 4.27% 518 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 68,735 7,140 0.16% 0.16% 519 0 0.0% Q2 2026 Jul 17, 2026
Sterling Capital Management LLC History No change 68,612 7,127 0.12% 0.12% 520 0 0.0% Q2 2026 Jul 28, 2026
ERn Financial, LLC History No change 67,864 7,049 1.17% 1.17% 521 0 0.0% Q2 2026 Jul 23, 2026
Chevy Chase Trust Holdings, LLC History No change 67,691 7,031 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 67,589 7,021 4.33% 4.33% 523 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 67,200 6,980 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 12, 2026
SVB WEALTH LLC History No change 66,877 6,947 0.44% 0.44% 525 0 0.0% Q2 2026 Jul 17, 2026
DELTA FINANCIAL ADVISORS LLC History No change 66,876 6,947 1.65% 1.65% 526 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 66,785 6,937 0.18% 0.18% 527 0 0.0% Q2 2026 Aug 04, 2026
Midwest Professional Planners, LTD. History No change 66,600 6,918 1.36% 1.36% 528 0 0.0% Q2 2026 Aug 05, 2026
Endowment Wealth Management, Inc. History No change 66,584 6,916 2.67% 2.67% 529 0 0.0% Q2 2026 Aug 05, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 66,383 6,897 3.52% 3.53% 530 -502 -0.75% Q3 2026 Oct 01, 2026
Providence First Trust Co History No change 65,905 6,846 1.91% 1.91% 531 0 0.0% Q2 2026 Jul 27, 2026
Connecticut Wealth Management, LLC History No change 65,790 6,834 0.25% 0.25% 532 0 0.0% Q2 2026 Jul 29, 2026
1607 Capital Partners, LLC History No change 65,725 6,827 0.59% 0.59% 533 0 0.0% Q2 2026 Sep 02, 2026
Parkway Wealth Management Group, LLC History No change 65,648 6,819 0.79% 0.79% 534 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 65,174 6,770 0.1% 0.1% 535 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 65,060 6,758 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History Added to 65,022 6,755 0.75% 0.78% 537 +666 1.03% Q3 2026 Oct 07, 2026
Cedar Mountain Advisors, LLC History No change 64,770 6,728 1.16% 1.16% 538 0 0.0% Q2 2026 Jul 02, 2026
Resolute Advisors LLC History No change 64,437 6,693 1.6% 1.6% 539 0 0.0% Q2 2026 Aug 14, 2026
Paragon Capital Management Ltd History Reduced 64,264 6,676 1.23% 1.26% 540 -1 -0.0% Q3 2026 Oct 09, 2026
Stratos Wealth Partners, LTD. History No change 64,054 6,653 0.07% 0.07% 541 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History No change 63,908 6,638 0.41% 0.41% 542 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 63,743 6,621 0.13% 0.13% 543 0 0.0% Q2 2026 Jul 09, 2026
Aaron Wealth Advisors LLC History No change 63,106 6,555 0.33% 0.33% 544 0 0.0% Q2 2026 Jul 16, 2026
Hilltop Holdings Inc. History No change 62,924 6,536 0.51% 0.51% 545 0 0.0% Q2 2026 Aug 13, 2026
Paladin Partners, LLC History Added to 62,337 6,476 3.99% 4.17% 546 +1,682 2.77% Q3 2026 Oct 06, 2026
Greenland Capital Management LP History No change 62,000 6,440 0.79% 0.79% 547 0 0.0% Q2 2026 Aug 12, 2026
BURKE & HERBERT BANK & TRUST CO History No change 61,748 6,414 1.59% 1.59% 548 0 0.0% Q2 2026 Aug 07, 2026
Gerber Kawasaki Wealth & Investment Management History No change 61,678 6,407 0.17% 0.17% 549 0 0.0% Q2 2026 Aug 07, 2026
FOSTER & MOTLEY INC History No change 61,599 6,399 0.29% 0.29% 550 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 61,167 6,353 0.03% 0.03% 551 0 0.0% Q2 2026 Jul 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 61,137 6,350 0.6% 0.6% 552 0 0.0% Q2 2026 Aug 05, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 61,000 6,336 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 13, 2026
New Republic Capital, LLC History No change 60,935 6,329 1.46% 1.46% 554 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 60,427 6,277 0.15% 0.15% 555 0 0.0% Q2 2026 Aug 13, 2026
Fund Evaluation Group, LLC History No change 60,266 6,247 0.17% 0.17% 556 0 0.0% Q2 2026 Aug 07, 2026
K2 PRINCIPAL FUND, L.P. History No change 60,000 6,232 0.46% 0.46% 557 0 0.0% Q2 2026 Aug 07, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 59,896 6,221 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 59,505 6,181 0.54% 0.54% 559 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Wealth Strategies, LLC History No change 59,249 6,154 3.28% 3.28% 560 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 59,225 6,152 1.6% 1.6% 561 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 63,117 6,143 0.1% 0.1% 562 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 59,021 6,131 0.24% 0.24% 563 0 0.0% Q2 2026 Aug 13, 2026
Heritage Family Offices, LLP History No change 58,846 6,112 2.36% 2.36% 564 0 0.0% Q2 2026 Jul 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 58,843 6,112 0.8% 0.8% 565 0 0.0% Q2 2026 Aug 11, 2026
Pacific Excel Wealth Advisors, Inc. History No change 58,846 6,112 2.37% 2.37% 566 0 0.0% Q2 2026 Jul 06, 2026
Grey Fox Wealth Advisors, LLC History No change 58,803 6,108 0.96% 0.96% 567 0 0.0% Q2 2026 Jul 17, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 58,733 6,101 1.09% 1.09% 568 0 0.0% Q2 2026 Aug 04, 2026
Mullaney, Keating & Wright, Inc. History No change 58,681 6,095 2.95% 2.95% 569 0 0.0% Q2 2026 Jul 14, 2026
Compass Financial Group, Inc. (Ohio) History No change 58,343 6,060 4.05% 4.05% 570 0 0.0% Q2 2026 Aug 12, 2026
Atlas Legacy Advisors, LLC History No change 58,268 6,049 0.89% 0.89% 571 0 0.0% Q2 2026 Jul 31, 2026
Arcataur Capital Management LLC History No change 58,189 6,044 1.5% 1.5% 572 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 58,150 6,040 0.06% 0.06% 573 0 0.0% Q2 2026 Aug 14, 2026
MOLLER WEALTH PARTNERS History No change 57,755 5,999 1.09% 1.09% 574 0 0.0% Q2 2026 Jul 15, 2026
Genesis Financial Group, LLC History No change 57,666 5,990 3.9% 3.9% 575 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 57,614 5,984 0.18% 0.18% 576 0 0.0% Q2 2026 Aug 05, 2026
COOPERMAN LEON G History No change 57,453 5,968 0.17% 0.17% 577 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 57,248 5,947 0.07% 0.07% 578 -490 -0.85% Q3 2026 Oct 05, 2026
Smith & Howard Wealth Management, LLC History No change 57,541 5,902 1.17% 1.17% 579 0 0.0% Q2 2026 Aug 03, 2026
Flower City Capital History No change 56,815 5,901 2.6% 2.6% 580 0 0.0% Q2 2026 Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 56,705 5,890 0.03% 0.03% 581 0 0.0% Q2 2026 Aug 13, 2026
Krane Financial Solutions LLC History No change 56,485 5,867 3.61% 3.61% 582 0 0.0% Q2 2026 Aug 12, 2026
FIRST FOUNDATION ADVISORS History No change 56,173 5,835 0.21% 0.21% 583 0 0.0% Q2 2026 Aug 14, 2026
Harbour Trust & Investment Management Co History No change 56,106 5,828 0.56% 0.56% 584 0 0.0% Q2 2026 Jul 28, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 55,565 5,772 0.91% 0.91% 585 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 55,542 5,769 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 30, 2026
ABLE Financial Group, LLC History No change 55,428 5,757 0.97% 0.97% 587 0 0.0% Q2 2026 Jul 22, 2026
AGF MANAGEMENT LTD History No change 55,086 5,722 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 54,592 5,671 0.57% 0.57% 589 0 0.0% Q2 2026 Jul 16, 2026
M1 Capital Management LLC History No change 54,569 5,668 2.09% 2.09% 590 0 0.0% Q2 2026 Aug 11, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 54,201 5,630 0.1% 0.1% 591 0 0.0% Q2 2026 Aug 11, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 54,074 5,617 0.56% 0.56% 592 0 0.0% Q2 2026 Jul 29, 2026
Gemmer Asset Management LLC History No change 53,756 5,584 0.38% 0.38% 593 0 0.0% Q2 2026 Jul 15, 2026
IBEX WEALTH ADVISORS History No change 53,643 5,572 0.44% 0.44% 594 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 53,261 5,532 0.18% 0.18% 595 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 53,201 5,526 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 22, 2026
Crescent Grove Advisors, LLC History No change 53,092 5,515 0.46% 0.46% 597 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 52,840 5,489 0.69% 0.69% 598 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 52,830 5,488 0.24% 0.24% 599 0 0.0% Q2 2026 Jul 21, 2026
NTV ASSET MANAGEMENT LLC History No change 52,664 5,470 0.54% 0.54% 600 0 0.0% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History No change 52,553 5,459 0.03% 0.03% 601 0 0.0% Q2 2026 Jul 20, 2026
NWF Advisory Services Inc. History No change 52,072 5,409 0.51% 0.51% 602 0 0.0% Q2 2026 Jul 29, 2026
Solstein Capital, LLC History No change 51,881 5,389 1.85% 1.85% 603 0 0.0% Q2 2026 Aug 12, 2026
BSW Wealth Partners History No change 51,715 5,372 0.6% 0.6% 604 0 0.0% Q2 2026 Jul 15, 2026
Santori & Peters, Inc. History No change 51,717 5,372 1.51% 1.51% 605 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 51,634 5,363 0.15% 0.15% 606 0 0.0% Q2 2026 Jul 07, 2026
CFS Investment Advisory Services, LLC History No change 51,149 5,338 0.36% 0.36% 607 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 51,347 5,333 0.27% 0.27% 608 0 0.0% Q2 2026 Jul 10, 2026
NVWM, LLC History No change 50,991 5,296 1.07% 1.07% 609 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 50,755 5,272 0.17% 0.17% 610 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Added to 50,786 5,236 0.07% 0.04% 611 +25,472 100.62% Q3 2026 Oct 08, 2026
Choate Investment Advisors History No change 50,224 5,217 0.09% 0.09% 612 0 0.0% Q2 2026 Aug 11, 2026
GeoSphere Capital Management, LLC History No change 50,000 5,194 1.7% 1.7% 613 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 49,960 5,189 0.36% 0.36% 614 0 0.0% Q2 2026 Jul 24, 2026
FSA WEALTH PARTNERS, INC. History No change 49,549 5,147 1.29% 1.29% 615 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Edge Private Wealth Management, LLC History No change 49,394 5,131 1.05% 1.05% 616 0 0.0% Q2 2026 Jul 23, 2026
McKinley Carter Wealth Services, Inc. History No change 49,278 5,118 0.26% 0.26% 617 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 49,107 5,101 0.06% 0.06% 618 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 48,335 5,021 0.04% 0.04% 619 0 0.0% Q2 2026 Aug 06, 2026
Select Asset Management & Trust History No change 48,325 5,020 1.45% 1.45% 620 0 0.0% Q2 2026 Aug 11, 2026
Texas Bank & Trust Co History No change 48,025 4,988 1.63% 1.63% 621 0 0.0% Q2 2026 Jul 31, 2026
Fragasso Financial Advisors Inc History No change 47,878 4,973 0.26% 0.26% 622 0 0.0% Q2 2026 Jul 09, 2026
FFT WEALTH MANAGEMENT LLC History No change 47,610 4,945 0.77% 0.77% 623 0 0.0% Q2 2026 Jul 27, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 47,515 4,935 1.7% 1.7% 624 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 47,302 4,913 0.11% 0.11% 625 0 0.0% Q2 2026 Aug 05, 2026
NewSquare Capital LLC History No change 47,280 4,911 0.36% 0.36% 626 0 0.0% Q2 2026 Jul 28, 2026
Tarbox Family Office, Inc. History No change 47,265 4,909 0.7% 0.7% 627 0 0.0% Q2 2026 Aug 03, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 47,196 4,902 0.67% 0.67% 628 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 47,001 4,882 0.18% 0.18% 629 0 0.0% Q2 2026 Aug 06, 2026
Leverty Financial Group, LLC History Reduced 46,900 4,872 0.89% 0.95% 630 -70 -0.15% Q3 2026 Oct 08, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 46,683 4,849 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 13, 2026
Northern Lights Advisors, Inc. History No change 46,675 4,848 2.64% 2.64% 632 0 0.0% Q2 2026 Aug 06, 2026
Navigation Group, LLC History No change 46,251 4,804 0.93% 0.93% 633 0 0.0% Q2 2026 Jul 29, 2026
Tempo Wealth, LLC History No change 45,952 4,773 0.71% 0.71% 634 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 46,048 4,770 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 12, 2026
FIRST CITIZENS BANK & TRUST CO History No change 45,730 4,750 0.07% 0.07% 636 0 0.0% Q2 2026 Jul 13, 2026
State of Tennessee, Department of Treasury History No change 45,654 4,742 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 45,549 4,731 0.88% 0.88% 638 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 45,267 4,702 0.11% 0.11% 639 0 0.0% Q2 2026 Jul 20, 2026
Texas Capital Bank Wealth Management Services Inc History No change 45,260 4,701 0.25% 0.25% 640 0 0.0% Q2 2026 Aug 07, 2026
NYL Investors LLC History No change 45,239 4,699 1.8% 1.8% 641 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 44,990 4,673 0.28% 0.28% 642 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 44,961 4,670 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 44,865 4,660 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
CIM INVESTMENT MANAGEMENT INC History No change 44,748 4,648 1.11% 1.11% 645 0 0.0% Q2 2026 Sep 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 44,605 4,633 0.13% 0.13% 646 0 0.0% Q2 2026 Aug 14, 2026
Thrive Wealth Management, LLC History No change 44,506 4,623 0.59% 0.59% 647 0 0.0% Q2 2026 Jul 07, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 44,484 4,620 0.67% 0.67% 648 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 44,460 4,618 0.68% 0.68% 649 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 44,126 4,583 0.92% 0.92% 650 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 44,042 4,575 0.31% 0.31% 651 0 0.0% Q2 2026 Aug 05, 2026
WADDELL & ASSOCIATES, LLC History No change 43,782 4,548 0.23% 0.23% 652 0 0.0% Q2 2026 Jul 15, 2026
PINNACLE ASSOCIATES LTD History No change 43,755 4,545 0.05% 0.05% 653 0 0.0% Q2 2026 Aug 03, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 43,336 4,501 1.01% 1.01% 654 0 0.0% Q2 2026 Aug 07, 2026
JMG Financial Group, Ltd. History No change 43,159 4,483 0.11% 0.11% 655 0 0.0% Q2 2026 Jul 31, 2026
Gerald Baker Financial Group LLC History Reduced 43,013 4,468 1.26% 1.27% 656 -64 -0.15% Q3 2026 Oct 09, 2026
Azimuth Capital Investment Management LLC History No change 42,683 4,433 0.15% 0.15% 657 0 0.0% Q2 2026 Aug 12, 2026
PRAIRIE ADVISORY, LLC History No change 42,477 4,412 1.03% 1.03% 658 0 0.0% Q2 2026 Jul 20, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 42,336 4,397 1.97% 1.97% 659 0 0.0% Q2 2026 Jul 09, 2026
Glass Jacobson Investment Advisors llc History No change 42,071 4,370 1.36% 1.36% 660 0 0.0% Q2 2026 Jul 30, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 41,861 4,348 0.15% 0.15% 661 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Capital Partners Inc. History No change 41,755 4,337 0.13% 0.13% 662 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT PARTNERS, LTD. History No change 41,681 4,329 1.35% 1.35% 663 0 0.0% Q2 2026 Aug 04, 2026
Dorsey & Whitney Trust CO LLC History No change 41,648 4,326 0.21% 0.21% 664 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 41,406 4,301 0.21% 0.21% 665 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 41,271 4,287 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 10, 2026
Legacy Trust History No change 41,202 4,280 0.76% 0.76% 667 0 0.0% Q2 2026 Jul 31, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 41,200 4,279 0.43% 0.43% 668 0 0.0% Q2 2026 Jul 13, 2026
MGO ONE SEVEN LLC History No change 41,182 4,277 0.07% 0.07% 669 0 0.0% Q2 2026 Jul 31, 2026
Rehmann Capital Advisory Group History No change 40,980 4,255 0.19% 0.19% 670 0 0.0% Q2 2026 Aug 20, 2026
Argos Wealth Advisors, LLC History No change 40,884 4,247 1.12% 1.12% 671 0 0.0% Q2 2026 Aug 13, 2026
True Link Financial Advisors, LLC History No change 40,810 4,239 0.25% 0.25% 672 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 40,803 4,238 0.31% 0.31% 673 0 0.0% Q2 2026 Aug 03, 2026
STALEY CAPITAL ADVISERS INC History No change 40,500 4,207 0.16% 0.16% 674 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Strategies, Inc. History No change 40,486 4,205 0.3% 0.3% 675 0 0.0% Q2 2026 Jul 24, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 40,228 4,178 0.38% 0.38% 676 0 0.0% Q2 2026 Aug 14, 2026
Gambit Capital Management, LLC History No change 40,214 4,177 2.43% 2.43% 677 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Financial Services, LLC History No change 40,131 4,168 0.56% 0.56% 678 0 0.0% Q2 2026 Jul 15, 2026
TriCert Investment Counsel Inc. History No change 40,055 4,160 0.39% 0.39% 679 0 0.0% Q2 2026 Aug 10, 2026
FIRST INTERSTATE BANK History No change 39,997 4,154 0.22% 0.22% 680 0 0.0% Q2 2026 Jul 24, 2026
Douglass Winthrop Advisors, LLC History No change 39,664 4,120 0.07% 0.07% 681 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 39,563 4,109 0.3% 0.3% 682 0 0.0% Q2 2026 Jul 24, 2026
Ridge Creek Global, Inc History No change 39,515 4,104 3.19% 3.19% 683 0 0.0% Q2 2026 Aug 11, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 39,473 4,100 0.46% 0.46% 684 +721 1.86% Q3 2026 Oct 08, 2026
RiverFront Investment Group, LLC History No change 39,474 4,100 0.05% 0.05% 685 0 0.0% Q2 2026 Jul 29, 2026
Allen Investment Management, LLC History No change 39,387 4,091 0.05% 0.05% 686 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 39,349 4,087 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 13, 2026
RAINIER FAMILY WEALTH INC History No change 39,036 4,055 2.31% 2.31% 688 0 0.0% Q2 2026 Jul 15, 2026
Curbstone Financial Management Corp History No change 38,783 4,028 0.69% 0.69% 689 0 0.0% Q2 2026 Jul 14, 2026
Bridgewater Advisors Inc. History No change 37,837 4,011 0.22% 0.22% 690 0 0.0% Q2 2026 Aug 05, 2026
Richwood Investment Advisors, LLC History No change 38,520 4,001 2.81% 2.81% 691 0 0.0% Q2 2026 Jul 29, 2026
Acropolis Investment Management, LLC History Reduced 38,006 3,948 0.16% 0.16% 692 -325 -0.85% Q3 2026 Oct 08, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 37,940 3,941 0.31% 0.31% 693 0 0.0% Q2 2026 Jul 16, 2026
Pettinga Financial Advisors LLC History No change 37,930 3,940 0.63% 0.63% 694 0 0.0% Q2 2026 Jul 09, 2026
First Nebraska Trust Co History No change 37,789 3,925 0.32% 0.32% 695 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 37,680 3,914 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 14, 2026
PFW Advisors LLC History Reduced 37,516 3,897 1.16% 1.16% 697 -793 -2.07% Q3 2026 Oct 07, 2026
Greenfield Savings Bank History Added to 37,358 3,881 1.47% 1.43% 698 +1,093 3.01% Q3 2026 Oct 07, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 37,268 3,871 2.26% 2.26% 699 0 0.0% Q2 2026 Jul 28, 2026
Central Pacific Bank - Trust Division History Reduced 37,255 3,870 0.41% 0.4% 700 -252 -0.67% Q3 2026 Oct 05, 2026
Palisade Asset Management, LLC History No change 36,882 3,831 0.35% 0.35% 701 0 0.0% Q2 2026 Jul 20, 2026
ROCKLAND TRUST CO History Added to 36,756 3,818 0.15% 0.14% 702 +1,491 4.23% Q3 2026 Oct 05, 2026
First Bancorp, Inc /ME/ History No change 36,712 3,813 1.5% 1.5% 703 0 0.0% Q2 2026 Aug 11, 2026
BREAKTHRU ADVISORY SERVICES, LLC History No change 36,260 3,766 12.65% 12.65% 704 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 35,997 3,739 0.19% 0.19% 705 0 0.0% Q2 2026 Jul 23, 2026
Wealth Analytics Partners, LLC History No change 35,960 3,738 1.36% 1.36% 706 0 0.0% Q2 2026 Jul 16, 2026
Laurel Wealth Advisors LLC History No change 35,967 3,736 0.36% 0.36% 707 0 0.0% Q2 2026 Jul 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 35,898 3,729 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 17, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 35,776 3,716 1.91% 1.91% 709 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 35,721 3,710 0.03% 0.03% 710 0 0.0% Q2 2026 Aug 06, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 35,611 3,699 2.6% 2.6% 711 0 0.0% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History No change 35,591 3,697 0.11% 0.11% 712 0 0.0% Q2 2026 Jul 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 35,578 3,695 0.55% 0.55% 713 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Reduced 35,539 3,692 0.58% 0.7% 714 -5,939 -14.32% Q3 2026 Oct 09, 2026
Orgel Wealth Management, LLC History No change 35,489 3,686 0.07% 0.07% 715 0 0.0% Q2 2026 Jul 13, 2026
SIMON QUICK ADVISORS, LLC History No change 35,108 3,647 0.15% 0.15% 716 0 0.0% Q2 2026 Jul 28, 2026
Ashford Advisors, LLC History No change 35,040 3,639 0.75% 0.75% 717 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 35,022 3,638 0.24% 0.24% 718 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 35,024 3,638 0.81% 0.81% 719 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 34,909 3,626 0.24% 0.24% 720 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 34,860 3,621 0.2% 0.2% 721 0 0.0% Q2 2026 Aug 06, 2026
Evanson Financial, LLC History No change 34,677 3,602 0.18% 0.18% 722 0 0.0% Q2 2026 Jul 07, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 34,047 3,536 1.06% 1.06% 723 0 0.0% Q2 2026 Jul 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 33,952 3,526 0.07% 0.07% 724 0 0.0% Q2 2026 Jul 15, 2026
MPS Loria Financial Planners, LLC History No change 33,846 3,515 0.81% 0.81% 725 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Advisors, LLC History No change 33,796 3,510 0.9% 0.9% 726 0 0.0% Q2 2026 Aug 06, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 33,775 3,508 0.33% 0.34% 727 -1,091 -3.13% Q3 2026 Oct 08, 2026
1834 INVESTMENT ADVISORS CO History No change 33,744 3,505 0.4% 0.4% 728 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 33,668 3,497 0.04% 0.04% 729 0 0.0% Q2 2026 Aug 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 33,624 3,492 0.06% 0.06% 730 0 0.0% Q2 2026 Jul 23, 2026
Roble, Belko & Company, Inc History No change 33,457 3,475 0.38% 0.38% 731 0 0.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 33,357 3,465 0.14% 0.14% 732 0 0.0% Q2 2026 Aug 06, 2026
Pointe Capital Management LLC History No change 33,359 3,465 1.55% 1.55% 733 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Added to 33,332 3,462 0.05% 0.05% 734 +3,219 10.69% Q3 2026 Oct 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 33,278 3,456 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 12, 2026
Morton Brown Family Wealth, LLC History No change 33,246 3,453 0.78% 0.78% 736 0 0.0% Q2 2026 Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 33,200 3,448 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 1,746,175 3,446 0.23% 0.23% 738 0 0.0% Q2 2026 Jul 20, 2026
LTG Capital LLC History No change 33,158 3,444 2.3% 2.3% 739 0 0.0% Q2 2026 Aug 05, 2026
FAS Wealth Partners, Inc. History No change 33,101 3,438 0.18% 0.18% 740 0 0.0% Q2 2026 Jul 29, 2026
CHILTON INVESTMENT CO INC. History No change 33,042 3,432 0.08% 0.08% 741 0 0.0% Q2 2026 Aug 14, 2026
Salus Financial Advisors, LLC History No change 32,883 3,415 1.68% 1.68% 742 0 0.0% Q2 2026 Aug 06, 2026
Counterweight Ventures, LLC History No change 32,796 3,406 1.7% 1.7% 743 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 32,516 3,377 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 32,618 3,374 0.18% 0.18% 745 0 0.0% Q2 2026 Jul 14, 2026
CX Institutional History Added to 32,464 3,373 0.09% 0.09% 746 +1,454 4.69% Q3 2026 Oct 02, 2026
Canandaigua National Trust Co of Florida History New 32,446 3,370 1.86% — 747 +32,446 New Q3 2026 Oct 07, 2026
Etesian Wealth Advisors, Inc. History No change 32,418 3,367 1.0% 1.0% 748 0 0.0% Q2 2026 Jul 23, 2026
FLAGSTAR SECURITIES, INC History No change 32,390 3,364 1.02% 1.02% 749 0 0.0% Q2 2026 Jul 15, 2026
Independence Wealth Advisors, LLC History No change 32,350 3,360 1.69% 1.69% 750 0 0.0% Q2 2026 Aug 14, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 32,332 3,358 1.8% 1.8% 751 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 32,300 3,355 0.07% 0.07% 752 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 32,181 3,342 0.03% 0.03% 753 0 0.0% Q2 2026 Jul 15, 2026
CMG Global Holdings, LLC History No change 32,098 3,334 1.41% 1.41% 754 0 0.0% Q2 2026 Jul 28, 2026
McLean Asset Management Corp History No change 31,545 3,330 0.44% 0.44% 755 0 0.0% Q2 2026 Aug 12, 2026
PW Nova Financial Services LLC History No change 32,058 3,330 0.71% 0.71% 756 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 31,808 3,304 1.43% 1.43% 757 0 0.0% Q2 2026 Jul 22, 2026
Boltwood Capital Management History Reduced 31,752 3,298 0.74% 0.76% 758 -75 -0.24% Q3 2026 Oct 02, 2026
Hillman Capital Management, Inc. History No change 31,743 3,297 2.39% 2.39% 759 0 0.0% Q2 2026 Aug 14, 2026
Westshore Wealth, LLC History No change 31,682 3,291 1.02% 1.02% 760 0 0.0% Q2 2026 Aug 10, 2026
Klingman & Associates, LLC History No change 31,571 3,279 0.14% 0.14% 761 0 0.0% Q2 2026 Jul 29, 2026
WHITE PINE CAPITAL LLC History No change 31,548 3,277 0.77% 0.77% 762 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 31,387 3,260 0.09% 0.09% 763 0 0.0% Q2 2026 Aug 04, 2026
Probity Advisors, Inc. History No change 31,376 3,259 0.47% 0.47% 764 0 0.0% Q2 2026 Jul 31, 2026
McAdam, LLC History No change 31,381 3,259 0.13% 0.13% 765 0 0.0% Q2 2026 Aug 04, 2026
American Financial Advisors, LLC History No change 31,348 3,256 0.39% 0.39% 766 0 0.0% Q2 2026 Jul 14, 2026
Beutel, Goodman & Co Ltd. History No change 31,277 3,248 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 31,263 3,247 0.06% 0.06% 768 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 33,414 3,245 0.56% 0.56% 769 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History No change 32,840 3,232 0.05% 0.05% 770 0 0.0% Q2 2026 Jul 31, 2026
Johnson & White Wealth Management, LLC History No change 31,030 3,223 1.21% 1.21% 771 0 0.0% Q2 2026 Jul 16, 2026
Audent Global Asset Management, LLC History No change 30,726 3,191 3.56% 3.56% 772 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 30,528 3,171 0.08% 0.08% 773 0 0.0% Q2 2026 Jul 31, 2026
Urban Financial Advisory Corp History No change 30,502 3,168 0.87% 0.87% 774 0 0.0% Q2 2026 Aug 06, 2026
Capital Group Private Client Services, Inc. History No change 30,367 3,154 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 12, 2026
CM WEALTH ADVISORS LLC History No change 30,291 3,146 0.57% 0.57% 776 0 0.0% Q2 2026 Aug 10, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 30,269 3,144 1.32% 1.32% 777 0 0.0% Q2 2026 Jul 16, 2026
Elyxium Wealth, LLC History No change 30,175 3,134 0.33% 0.33% 778 0 0.0% Q2 2026 Aug 03, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 30,100 3,126 1.36% 1.36% 779 0 0.0% Q2 2026 Aug 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 30,075 3,124 0.25% 0.25% 780 0 0.0% Q2 2026 Aug 14, 2026
Storen Legacy Partners, LLC History No change 30,010 3,117 0.85% 0.85% 781 0 0.0% Q2 2026 Jul 17, 2026
SlateStone Wealth, LLC History No change 29,968 3,113 0.24% 0.24% 782 0 0.0% Q2 2026 Jul 20, 2026
Neumann Capital Management, LLC History No change 29,860 3,101 2.05% 2.05% 783 0 0.0% Q2 2026 Jul 10, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 29,860 3,101 0.74% 0.74% 784 0 0.0% Q2 2026 Jul 15, 2026
Columbia Bank History No change 29,766 3,092 0.69% 0.69% 785 0 0.0% Q2 2026 Jul 24, 2026
William Howard & Co Financial Advisors Inc History No change 29,595 3,074 2.39% 2.39% 786 0 0.0% Q2 2026 Jul 09, 2026
ASL Financial, LLC History No change 29,577 3,072 2.16% 2.16% 787 0 0.0% Q2 2026 Jul 21, 2026
STEPH & CO History Added to 29,569 3,071 0.78% 0.75% 788 +1,153 4.06% Q3 2026 Oct 07, 2026
SUN LIFE FINANCIAL INC History No change 29,494 3,064 0.16% 0.16% 789 0 0.0% Q2 2026 Aug 12, 2026
Financial Synergies Wealth Advisors, Inc. History No change 29,501 3,064 0.26% 0.26% 790 0 0.0% Q2 2026 Jul 17, 2026
APPLETON PARTNERS INC/MA History No change 29,467 3,061 0.19% 0.19% 791 0 0.0% Q2 2026 Jul 21, 2026
HFG Advisors, Inc. History No change 29,468 3,061 1.91% 1.91% 792 0 0.0% Q2 2026 Aug 07, 2026
WEST MICHIGAN ADVISORS, LLC History No change 29,299 3,043 0.58% 0.58% 793 0 0.0% Q2 2026 Aug 21, 2026
HBK Sorce Advisory LLC History No change 28,275 3,037 0.06% 0.06% 794 0 0.0% Q2 2026 Aug 06, 2026
EQ LLC History No change 29,142 3,027 0.74% 0.74% 795 0 0.0% Q2 2026 Jul 23, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 29,113 3,024 0.16% 0.16% 796 0 0.0% Q2 2026 Jul 15, 2026
Canoe Financial LP History No change 26,620 3,021 0.04% 0.04% 797 0 0.0% Q2 2026 Jul 16, 2026
PRIVATE TRUST CO NA History No change 29,032 3,015 0.24% 0.24% 798 0 0.0% Q2 2026 Jul 28, 2026
Inman Jager Wealth Management, LLC History No change 28,998 3,012 1.6% 1.6% 799 0 0.0% Q2 2026 Aug 07, 2026
Montis Financial, LLC History No change 28,831 2,994 0.61% 0.61% 800 0 0.0% Q2 2026 Aug 05, 2026
Trek Financial, LLC History No change 28,744 2,985 0.15% 0.15% 801 0 0.0% Q2 2026 Aug 13, 2026
WOODSTOCK CORP History No change 28,580 2,968 0.25% 0.25% 802 0 0.0% Q2 2026 Jul 13, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 28,572 2,968 0.02% 0.02% 803 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 28,554 2,966 0.2% 0.2% 804 0 0.0% Q2 2026 Jul 21, 2026
Cumberland Partners Ltd History No change 28,476 2,958 0.19% 0.19% 805 0 0.0% Q2 2026 Aug 06, 2026
First Heartland Consultants, Inc. History Reduced 28,469 2,957 0.2% 0.2% 806 -1,528 -5.09% Q3 2026 Oct 08, 2026
Community Bank, N.A. History No change 28,454 2,955 0.32% 0.32% 807 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 28,353 2,945 1.22% 1.22% 808 0 0.0% Q2 2026 Aug 05, 2026
Ramiah Investment Group History No change 28,099 2,918 2.23% 2.23% 809 0 0.0% Q2 2026 Jul 16, 2026
Rialto Wealth Management, LLC History No change 28,092 2,918 0.58% 0.58% 810 0 0.0% Q2 2026 Aug 11, 2026
Copia Wealth Management History No change 28,090 2,917 1.75% 1.75% 811 0 0.0% Q2 2026 Aug 17, 2026
GS Investments, Inc. History No change 28,051 2,913 2.1% 2.1% 812 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 27,886 2,896 0.24% 0.24% 813 0 0.0% Q2 2026 Jul 16, 2026
WBH ADVISORY INC History No change 27,861 2,894 0.19% 0.19% 814 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 27,848 2,892 0.06% 0.06% 815 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 27,746 2,882 0.08% 0.08% 816 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 27,622 2,869 0.04% 0.04% 817 0 0.0% Q2 2026 Aug 03, 2026
Verition Fund Management LLC History No change 27,404 2,846 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 14, 2026
Hubbell Strickland Wealth Management, LLC History No change 27,376 2,843 1.03% 1.03% 819 0 0.0% Q2 2026 Jul 29, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 27,293 2,835 0.87% 0.87% 820 0 0.0% Q2 2026 Jul 29, 2026
Serenity Investment Advisors History No change 26,410 2,835 1.21% 1.21% 821 0 0.0% Q2 2026 Aug 24, 2026
WELCH & FORBES LLC History No change 27,093 2,814 0.03% 0.03% 822 0 0.0% Q2 2026 Jul 30, 2026
CSS LLC/IL History No change 27,020 2,806 0.11% 0.11% 823 0 0.0% Q2 2026 Aug 14, 2026
Atlas Brown,Inc. History Reduced 26,916 2,796 0.74% 0.76% 824 -187 -0.69% Q3 2026 Oct 09, 2026
Bedel Financial Consulting, Inc. History No change 26,890 2,793 0.26% 0.26% 825 0 0.0% Q2 2026 Jul 29, 2026
KG Capital Management History No change 26,624 2,765 1.64% 1.64% 826 0 0.0% Q2 2026 Aug 07, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 26,612 2,764 0.95% 0.95% 827 0 0.0% Q2 2026 Aug 05, 2026
Montecito Bank & Trust History Reduced 26,479 2,750 0.42% 0.41% 828 -87 -0.33% Q3 2026 Oct 01, 2026
BLB&B Advisors, LLC History No change 26,268 2,728 0.1% 0.1% 829 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 26,254 2,727 0.25% 0.25% 830 0 0.0% Q2 2026 Jul 24, 2026
SACHEM HILL LLC History No change 26,001 2,701 0.48% 0.48% 831 0 0.0% Q2 2026 Aug 10, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 25,955 2,696 0.02% 0.02% 832 -85 -0.33% Q3 2026 Oct 06, 2026
Tudor Financial Inc. History No change 25,955 2,696 1.21% 1.21% 833 0 0.0% Q2 2026 Aug 10, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 25,820 2,682 0.17% 0.17% 834 0 0.0% Q2 2026 Jul 23, 2026
DF DENT & CO INC History No change 25,757 2,675 0.05% 0.05% 835 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 25,670 2,666 0.15% 0.15% 836 0 0.0% Q2 2026 Jul 16, 2026
Viewpoint Capital Management LLC History No change 25,593 2,658 1.35% 1.35% 837 0 0.0% Q2 2026 Aug 04, 2026
ASSOCIATED BANC-CORP History No change 25,490 2,647 0.06% 0.06% 838 0 0.0% Q2 2026 Jul 31, 2026
BANK OF HAWAII History No change 25,474 2,646 0.13% 0.13% 839 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History Reduced 25,383 2,637 0.34% 0.37% 840 -2,479 -8.9% Q3 2026 Oct 09, 2026
Genus Capital Management Inc. History No change 25,391 2,637 0.26% 0.26% 841 0 0.0% Q2 2026 Jul 29, 2026
Maple Capital Management, Inc. History No change 25,339 2,632 0.16% 0.16% 842 0 0.0% Q2 2026 Aug 13, 2026
Shoker Investment Counsel, Inc. History No change 25,253 2,623 0.66% 0.66% 843 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 25,224 2,620 0.07% 0.07% 844 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 25,190 2,616 0.04% 0.04% 845 0 0.0% Q2 2026 Aug 18, 2026
Quotient Wealth Partners, LLC History No change 25,180 2,615 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 03, 2026
Annandale Capital, LLC History No change 25,113 2,609 0.36% 0.36% 847 0 0.0% Q2 2026 Aug 13, 2026
Horizons Wealth Management History New 25,112 2,608 1.63% — 849 +25,112 New Q3 2026 Oct 05, 2026
Signet Private Wealth LLC History No change 25,108 2,608 2.08% 2.08% 848 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 25,099 2,607 0.9% 0.9% 850 0 0.0% Q2 2026 Jul 07, 2026
Westmount Partners, LLC History No change 25,091 2,606 0.57% 0.57% 851 0 0.0% Q2 2026 Jul 07, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 25,045 2,601 0.7% 0.7% 852 0 0.0% Q2 2026 Aug 07, 2026
Goelzer Investment Management, Inc. History No change 25,001 2,597 0.11% 0.11% 853 0 0.0% Q2 2026 Jul 14, 2026
GEM Asset Management, LLC History No change 24,974 2,594 1.02% 1.02% 854 0 0.0% Q2 2026 Jul 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 24,881 2,584 0.03% 0.03% 855 0 0.0% Q2 2026 Aug 07, 2026
B&D White Capital Company, LLC History No change 24,691 2,564 0.26% 0.26% 856 0 0.0% Q2 2026 Jul 31, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 24,691 2,564 0.42% 0.42% 857 0 0.0% Q2 2026 Jul 27, 2026
HARBOR ADVISORY CORP /MA/ History No change 24,593 2,554 0.68% 0.68% 858 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 24,492 2,544 0.02% 0.02% 859 0 0.0% Q2 2026 Aug 17, 2026
SOA Wealth Advisors, LLC. History No change 24,486 2,543 0.43% 0.43% 860 0 0.0% Q2 2026 Jul 21, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 24,400 2,534 1.04% 1.04% 861 0 0.0% Q2 2026 Sep 18, 2026
Alpha Advisors, LLC/VA History No change 24,355 2,529 1.9% 1.9% 862 0 0.0% Q2 2026 Aug 12, 2026
Topsail Wealth Management, LLC History No change 24,254 2,519 0.32% 0.32% 863 0 0.0% Q2 2026 Aug 13, 2026
Monument Capital Management History Reduced 24,221 2,516 0.52% 0.51% 864 -89 -0.37% Q3 2026 Oct 08, 2026
LOM Asset Management Ltd History No change 24,175 2,511 0.65% 0.65% 865 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 24,067 2,500 0.08% 0.08% 866 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 24,060 2,499 0.04% 0.04% 867 0 0.0% Q2 2026 Jul 15, 2026
Florida Trust Wealth Management Co History No change 24,048 2,498 0.06% 0.06% 868 0 0.0% Q2 2026 Jul 27, 2026
Regal Investment Advisors LLC History No change 23,979 2,490 0.13% 0.13% 869 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 23,818 2,474 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 23,732 2,465 0.21% 0.21% 871 0 0.0% Q2 2026 Jul 31, 2026
ANCHYRA PARTNERS LLC History No change 23,637 2,455 0.59% 0.59% 872 0 0.0% Q2 2026 Jul 23, 2026
Live Oak Private Wealth LLC History No change 23,598 2,451 0.31% 0.31% 873 0 0.0% Q2 2026 Jul 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 23,499 2,441 0.62% 0.62% 874 0 0.0% Q2 2026 Jul 24, 2026
Integrated Advisors Network LLC History No change 23,276 2,417 0.11% 0.11% 875 0 0.0% Q2 2026 Aug 11, 2026
PROSPERITY BANCSHARES INC History No change 23,228 2,412 1.58% 1.58% 876 0 0.0% Q2 2026 Aug 14, 2026
Denver PWM, LLC History No change 22,165 2,407 0.79% 0.79% 877 0 0.0% Q2 2026 Aug 17, 2026
Permanens Capital L.P. History No change 23,150 2,404 0.25% 0.25% 878 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 23,106 2,400 0.09% 0.09% 879 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 23,093 2,399 0.06% 0.06% 880 0 0.0% Q2 2026 Jul 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 23,021 2,391 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 22,933 2,382 0.3% 0.3% 882 0 0.0% Q2 2026 Aug 25, 2026
James J. Burns & Company, LLC History No change 22,790 2,367 0.26% 0.26% 883 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC FINANCIAL GROUP INC History No change 22,768 2,365 1.13% 1.13% 884 0 0.0% Q2 2026 Aug 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 22,756 2,363 0.09% 0.09% 885 0 0.0% Q2 2026 Aug 05, 2026
Nicholas Hoffman & Company, LLC. History No change 22,736 2,361 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 04, 2026
Lexington Hill Partners, LLC History No change 22,604 2,348 1.14% 1.14% 887 0 0.0% Q2 2026 Jul 08, 2026
Optas, LLC History No change 22,540 2,341 0.33% 0.33% 888 0 0.0% Q2 2026 Jul 21, 2026
1015 Capital Partners, LLC History No change 22,493 2,336 1.96% 1.96% 889 0 0.0% Q2 2026 Jul 21, 2026
Busey Bank History No change 22,468 2,333 0.06% 0.06% 890 0 0.0% Q2 2026 Aug 13, 2026
Integrated Investment Consultants, LLC History No change 22,291 2,315 0.46% 0.46% 891 0 0.0% Q2 2026 Aug 17, 2026
Fairway Wealth LLC History No change 22,196 2,305 0.53% 0.53% 892 0 0.0% Q2 2026 Jul 24, 2026
Spartan Wealth Advisory Services LLC History No change 22,132 2,299 0.19% 0.19% 893 0 0.0% Q2 2026 Aug 05, 2026
UNITED BANK History No change 22,055 2,291 0.27% 0.27% 894 0 0.0% Q2 2026 Jul 30, 2026
Retirement Planning Group, LLC History No change 21,905 2,275 0.06% 0.06% 895 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 21,894 2,274 0.07% 0.07% 896 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 21,829 2,267 0.16% 0.16% 897 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Financial LLC History No change 21,804 2,265 1.17% 1.17% 898 0 0.0% Q2 2026 Aug 13, 2026
Brightwater Advisory LLC History No change 21,772 2,261 1.43% 1.43% 899 0 0.0% Q2 2026 Aug 07, 2026
Americana Partners, LLC History No change 21,721 2,256 0.05% 0.05% 900 0 0.0% Q2 2026 Aug 05, 2026
Bonfire Financial History No change 21,712 2,255 1.45% 1.45% 901 0 0.0% Q2 2026 Aug 07, 2026
Resonant Capital Advisors, LLC History No change 21,707 2,254 0.11% 0.11% 902 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 21,613 2,245 0.04% 0.04% 903 0 0.0% Q2 2026 Aug 06, 2026
CHEMUNG CANAL TRUST CO History No change 21,590 2,242 0.41% 0.41% 904 0 0.0% Q2 2026 Jul 15, 2026
Second Line Capital, LLC History No change 21,544 2,237 0.42% 0.42% 905 0 0.0% Q2 2026 Sep 02, 2026
Fairman Group, LLC History No change 21,535 2,237 1.76% 1.76% 906 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON TRUST CO History Added to 21,532 2,236 0.88% 0.87% 907 +91 0.42% Q3 2026 Oct 09, 2026
FOCUSED ALPHA, LLC History No change 21,507 2,234 0.57% 0.57% 908 0 0.0% Q2 2026 Aug 07, 2026
St. Louis Trust Co History No change 125,451 2,232 0.25% 0.25% 909 0 0.0% Q2 2026 Jul 30, 2026
Valpey Financial Services, LLC History No change 21,495 2,232 1.33% 1.33% 910 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 21,437 2,226 0.08% 0.08% 911 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History Added to 21,573 2,215 0.05% 0.06% 912 +2,204 11.38% Q3 2026 Oct 09, 2026
Breachway Investments LLC History No change 21,313 2,213 3.33% 3.33% 913 0 0.0% Q2 2026 Jul 13, 2026
Biltmore Family Office, LLC History No change 21,271 2,209 0.29% 0.29% 914 0 0.0% Q2 2026 Aug 12, 2026
Warwick Investment Management, Inc. History No change 21,192 2,201 0.25% 0.25% 915 0 0.0% Q2 2026 Jul 31, 2026
Fusion Family Wealth, LLC History No change 21,140 2,195 0.15% 0.15% 916 0 0.0% Q2 2026 Aug 07, 2026
FIRST AMERICAN TRUST, FSB History No change 21,081 2,189 0.13% 0.13% 917 0 0.0% Q2 2026 Aug 10, 2026
WILLIAM JOHN SEMPOLINSKI History No change 20,970 2,178 0.88% 0.88% 918 0 0.0% Q2 2026 Aug 14, 2026
Greenline Partners, LLC History No change 20,948 2,176 0.22% 0.22% 919 0 0.0% Q2 2026 Aug 14, 2026
Berman McAleer LLC History No change 20,878 2,168 0.25% 0.25% 920 0 0.0% Q2 2026 Jul 16, 2026
Bank OZK History No change 20,838 2,164 0.64% 0.64% 921 0 0.0% Q2 2026 Aug 17, 2026
SEEDS INVESTOR LLC History No change 20,812 2,161 0.22% 0.22% 922 0 0.0% Q2 2026 Aug 12, 2026
Global Strategic Investment Solutions, LLC History No change 20,797 2,160 0.19% 0.19% 923 0 0.0% Q2 2026 Aug 07, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 20,761 2,156 0.02% 0.02% 924 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 20,735 2,153 0.09% 0.09% 925 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 20,517 2,131 0.13% 0.13% 926 0 0.0% Q2 2026 Aug 05, 2026
Waldron Private Wealth LLC History No change 20,482 2,127 0.07% 0.07% 927 0 0.0% Q2 2026 Jul 20, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 20,459 2,125 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History Reduced 20,412 2,120 0.55% 0.55% 929 -200 -0.97% Q3 2026 Oct 08, 2026
WCG Wealth Advisors LLC History No change 20,410 2,120 0.05% 0.05% 930 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 20,379 2,116 0.2% 0.2% 931 0 0.0% Q2 2026 Aug 11, 2026
CSM Advisors, LLC History No change 20,200 2,098 0.04% 0.04% 932 0 0.0% Q2 2026 Aug 14, 2026
VeraBank, N.A. History No change 20,184 2,096 0.35% 0.35% 933 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 20,172 2,095 0.88% 0.88% 934 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 20,131 2,091 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History Added to 20,095 2,087 1.25% 1.21% 936 +861 4.48% Q3 2026 Oct 01, 2026
Legacy Capital Wealth Partners, LLC History No change 19,981 2,075 0.4% 0.4% 937 0 0.0% Q2 2026 Aug 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 19,968 2,074 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 19,954 2,072 0.07% 0.07% 939 0 0.0% Q2 2026 Aug 04, 2026
TCI Wealth Advisors, Inc. History No change 19,852 2,062 0.09% 0.09% 940 0 0.0% Q2 2026 Jul 29, 2026
MidFirst Bank History No change 19,834 2,060 0.15% 0.15% 941 0 0.0% Q2 2026 Aug 07, 2026
Curated Wealth Partners LLC History No change 19,810 2,057 0.24% 0.24% 942 0 0.0% Q2 2026 Aug 14, 2026
HALL LAURIE J TRUSTEE History No change 19,779 2,054 0.65% 0.64% 943 0 0.0% Q3 2026 Oct 06, 2026
Moors & Cabot, Inc. History No change 19,771 2,053 0.08% 0.08% 944 0 0.0% Q2 2026 Aug 10, 2026
LFA - Lugano Financial Advisors SA History No change 19,699 2,046 1.23% 1.23% 945 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History Reduced 19,680 2,044 0.44% 0.43% 946 -80 -0.4% Q3 2026 Oct 06, 2026
Lavaca Capital LLC History No change 19,667 2,043 0.2% 0.2% 947 0 0.0% Q2 2026 Aug 14, 2026
RiverGlades Family Offices LLC History No change 19,651 2,041 0.94% 0.94% 948 0 0.0% Q2 2026 Aug 10, 2026
Hiley Hunt Wealth Management History Reduced 19,629 2,039 0.79% 0.82% 949 -336 -1.68% Q3 2026 Oct 08, 2026
Clear Harbor Asset Management, LLC History No change 19,597 2,035 0.13% 0.13% 950 0 0.0% Q2 2026 Aug 12, 2026
Newport Capital Group, LLC History No change 19,592 2,035 1.14% 1.14% 951 0 0.0% Q2 2026 Jul 21, 2026
Advisor OS, LLC History No change 19,468 2,022 0.13% 0.13% 952 0 0.0% Q2 2026 Aug 05, 2026
Abacus Planning Group, Inc. History No change 19,428 2,018 0.25% 0.25% 953 0 0.0% Q2 2026 Jul 20, 2026
Great Waters Wealth Management History Reduced 19,367 2,012 0.18% 0.19% 954 -109 -0.56% Q3 2026 Oct 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 19,367 2,011 0.09% 0.09% 955 0 0.0% Q2 2026 Jul 24, 2026
SMITH, MOORE & CO. History No change 19,353 2,010 0.13% 0.13% 956 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 19,306 2,005 0.22% 0.22% 957 0 0.0% Q2 2026 Aug 10, 2026
LYELL WEALTH MANAGEMENT, LP History No change 19,286 2,003 0.12% 0.12% 958 0 0.0% Q2 2026 Aug 05, 2026
Veracity Capital LLC History Reduced 19,205 1,995 0.54% 0.59% 959 -1,804 -8.59% Q3 2026 Oct 08, 2026
Rossmore Private Capital History No change 19,184 1,992 0.16% 0.16% 960 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 19,180 1,992 0.04% 0.04% 961 0 0.0% Q2 2026 Jul 31, 2026
TOMPKINS FINANCIAL CORP History Added to 19,161 1,990 0.14% 0.11% 962 +4,501 30.7% Q3 2026 Oct 05, 2026
Pallas Capital Advisors LLC History No change 19,166 1,990 0.06% 0.06% 963 0 0.0% Q2 2026 Aug 07, 2026
Frank, Rimerman Advisors LLC History No change 19,155 1,989 0.11% 0.11% 964 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 19,046 1,978 0.2% 0.2% 965 0 0.0% Q2 2026 Jul 27, 2026
CFM WEALTH PARTNERS LLC History No change 19,045 1,978 0.25% 0.25% 966 0 0.0% Q2 2026 Aug 07, 2026
Journey Advisory Group, LLC History No change 18,967 1,970 0.15% 0.15% 967 0 0.0% Q2 2026 Aug 04, 2026
KFA Private Wealth Group, LLC History Added to 18,915 1,965 0.46% 0.47% 968 +115 0.61% Q3 2026 Oct 07, 2026
Twele Capital Management, Inc. History No change 18,881 1,961 0.32% 0.32% 969 0 0.0% Q2 2026 Jul 14, 2026
Oakwell Private Wealth Management, LLC History No change 18,787 1,951 0.32% 0.32% 970 0 0.0% Q2 2026 Aug 03, 2026
DV Trading LLC History No change 18,517 1,923 0.06% 0.06% 971 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 18,516 1,923 0.02% 0.02% 972 0 0.0% Q2 2026 Jul 21, 2026
Mayflower Financial Advisors, LLC History No change 18,470 1,918 0.17% 0.17% 973 0 0.0% Q2 2026 Jul 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 18,366 1,907 0.07% 0.07% 974 0 0.0% Q2 2026 Jul 22, 2026
Smith Partners Wealth Management, LLC History No change 18,336 1,904 1.51% 1.51% 975 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 18,288 1,899 0.11% 0.11% 976 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 18,256 1,896 0.19% 0.19% 977 0 0.0% Q2 2026 Jul 15, 2026
Well Done, LLC History No change 18,217 1,892 0.25% 0.25% 978 0 0.0% Q2 2026 Jul 24, 2026
Turtle Creek Wealth Advisors, LLC History No change 18,039 1,873 0.1% 0.1% 979 0 0.0% Q2 2026 Jul 27, 2026
Colter Lewis Investment Partners LLC History No change 17,996 1,869 0.83% 0.83% 980 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 17,938 1,863 0.45% 0.45% 981 0 0.0% Q2 2026 Jul 14, 2026
Plante Moran Financial Advisors, LLC History No change 17,883 1,857 0.09% 0.09% 982 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Partners, LLC History No change 17,732 1,841 0.41% 0.41% 983 0 0.0% Q2 2026 Jul 22, 2026
Windsor Capital Management, LLC History No change 17,689 1,837 0.48% 0.48% 984 0 0.0% Q2 2026 Jul 08, 2026
Michels Family Financial, LLC History No change 17,636 1,832 1.17% 1.17% 985 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 17,635 1,831 0.52% 0.52% 986 0 0.0% Q2 2026 Aug 03, 2026
Haverford Trust Co History No change 17,563 1,824 0.02% 0.02% 987 0 0.0% Q2 2026 Aug 12, 2026
Blue Zone Wealth Advisors, LLC History No change 17,534 1,821 0.32% 0.32% 988 0 0.0% Q2 2026 Jul 14, 2026
StoryOne LLC History No change 17,395 1,806 0.85% 0.85% 989 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 17,342 1,801 0.1% 0.1% 990 0 0.0% Q2 2026 Jul 15, 2026
NORDEN GROUP LLC History No change 17,246 1,791 0.15% 0.15% 991 0 0.0% Q2 2026 Jul 29, 2026
Focus Financial Network, Inc. History No change 17,213 1,788 0.06% 0.06% 992 0 0.0% Q2 2026 Jul 09, 2026
DAVIS R M INC History No change 17,181 1,784 0.03% 0.03% 993 0 0.0% Q2 2026 Aug 14, 2026
Genesis Wealth Advisors, LLC History No change 17,174 1,784 1.07% 1.07% 994 0 0.0% Q2 2026 Aug 07, 2026
PENNINGTON PARTNERS & CO., LLC History No change 17,179 1,784 0.57% 0.57% 995 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Group California, Inc. History No change 17,174 1,784 0.54% 0.54% 996 0 0.0% Q2 2026 Jul 29, 2026
City Center Advisors, LLC History Added to 17,103 1,776 1.36% 1.41% 998 +381 2.28% Q3 2026 Oct 07, 2026
Indiana Trust & Investment Management Co History No change 17,101 1,776 0.49% 0.49% 997 0 0.0% Q2 2026 Jul 22, 2026
Savior LLC History No change 17,080 1,774 5.09% 5.09% 999 0 0.0% Q2 2026 Jul 22, 2026
EQUITABLE TRUST CO History No change 17,008 1,766 0.07% 0.07% 1000 0 0.0% Q2 2026 Jul 23, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 16,973 1,763 0.08% 0.08% 1001 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 16,952 1,760 0.04% 0.04% 1002 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 16,905 1,756 0.03% 0.03% 1003 0 0.0% Q2 2026 Jul 15, 2026
Fisher Asset Management, LLC History No change 16,902 1,755 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 04, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 16,882 1,753 1.06% 1.06% 1005 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 16,845 1,749 1.93% 1.93% 1006 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD GEARHART LLC History No change 16,824 1,747 0.08% 0.08% 1007 0 0.0% Q2 2026 Jul 24, 2026
FDx Advisors, Inc. History No change 16,795 1,745 0.53% 0.53% 1008 0 0.0% Q2 2026 Aug 04, 2026
Bahl & Gaynor LLC History No change 16,706 1,735 0.01% 0.01% 1009 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 16,694 1,734 0.19% 0.19% 1010 0 0.0% Q2 2026 Jul 23, 2026
Harbour Capital Advisors, LLC History No change 16,515 1,723 0.31% 0.31% 1011 0 0.0% Q2 2026 Jul 15, 2026
LEE DANNER & BASS INC History No change 16,574 1,721 0.1% 0.1% 1012 0 0.0% Q2 2026 Jul 21, 2026
FIRST MANHATTAN CO. LLC. History No change 16,501 1,714 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Advisors / MI History No change 16,489 1,712 0.1% 0.1% 1014 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 16,418 1,705 0.64% 0.64% 1015 0 0.0% Q2 2026 Aug 06, 2026
Athena Investment Management History No change 16,414 1,705 1.01% 1.01% 1016 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL DISCOVERY GROUP INC History No change 16,340 1,697 3.62% 3.62% 1017 0 0.0% Q2 2026 Jul 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 16,334 1,696 0.11% 0.11% 1018 0 0.0% Q2 2026 Aug 13, 2026
ProVise Management Group, LLC History No change 16,322 1,695 0.11% 0.11% 1019 0 0.0% Q2 2026 Aug 03, 2026
MAIRS & POWER INC History No change 16,317 1,694 0.02% 0.02% 1020 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 16,307 1,693 0.22% 0.22% 1021 0 0.0% Q2 2026 Aug 07, 2026
Apeiron RIA LLC History Added to 16,241 1,669 0.38% 0.41% 1023 +936 6.12% Q3 2026 Oct 08, 2026
Capital Investment Advisory Services, LLC History No change 16,069 1,669 0.1% 0.1% 1022 0 0.0% Q2 2026 Jul 23, 2026
Members Trust Co History No change 16,061 1,668 0.05% 0.05% 1024 0 0.0% Q2 2026 Jul 31, 2026
Zhang Financial LLC History No change 16,049 1,667 0.05% 0.05% 1025 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 16,038 1,666 0.04% 0.04% 1026 0 0.0% Q2 2026 Aug 12, 2026
Hexagon Capital Partners LLC History No change 16,040 1,666 0.23% 0.23% 1027 0 0.0% Q2 2026 Aug 06, 2026
Triasima Portfolio Management inc. History No change 16,023 1,664 0.22% 0.22% 1028 0 0.0% Q2 2026 Jul 20, 2026
Navis Wealth Advisors, LLC History No change 15,993 1,661 0.63% 0.63% 1029 0 0.0% Q2 2026 Aug 14, 2026
Leith Wheeler Investment Counsel Ltd. History No change 15,951 1,656 0.13% 0.13% 1030 0 0.0% Q2 2026 Aug 05, 2026
Narus Financial Partners, LLC History No change 15,925 1,654 0.42% 0.42% 1031 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 15,922 1,653 0.09% 0.09% 1032 0 0.0% Q2 2026 Jul 28, 2026
Trust Point Inc. History No change 15,907 1,652 0.14% 0.14% 1033 0 0.0% Q2 2026 Jul 08, 2026
SageView Advisory Group, LLC History No change 15,840 1,645 0.05% 0.05% 1034 0 0.0% Q2 2026 Aug 10, 2026
Wingate Wealth Advisors, Inc. History No change 15,815 1,642 0.72% 0.72% 1035 0 0.0% Q2 2026 Jul 29, 2026
WLTH Capital Management, LLC History No change 15,800 1,641 1.05% 1.05% 1036 0 0.0% Q2 2026 Jul 09, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 15,790 1,640 0.2% 0.2% 1037 0 0.0% Q2 2026 Aug 13, 2026
Legacy Bridge, LLC History No change 15,769 1,638 0.51% 0.51% 1038 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 15,668 1,627 0.07% 0.07% 1039 0 0.0% Q2 2026 Aug 03, 2026
Patten Group, Inc. History No change 15,589 1,619 0.25% 0.25% 1040 0 0.0% Q2 2026 Aug 06, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 15,562 1,616 0.32% 0.32% 1041 0 0.0% Q2 2026 Jul 17, 2026
Factor Wealth Management LTD History Reduced 15,552 1,615 0.25% 0.25% 1043 -403 -2.53% Q3 2026 Oct 08, 2026
Legacy Advisors, LLC History No change 15,549 1,615 0.15% 0.15% 1042 0 0.0% Q2 2026 Jul 24, 2026
Marex Group Ltd History No change 15,477 1,607 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 14, 2026
Granite Harbor Advisors, Inc. History No change 15,448 1,604 0.63% 0.63% 1045 0 0.0% Q2 2026 Jul 31, 2026
Sterling Investment Advisors, Ltd. History No change 15,575 1,600 0.27% 0.27% 1046 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 15,388 1,598 0.7% 0.7% 1047 0 0.0% Q2 2026 Aug 13, 2026
Wolff Financial Management LLC History No change 15,327 1,592 0.32% 0.32% 1048 0 0.0% Q2 2026 Jul 16, 2026
HighRoad Wealth Advisors, LLC History No change 15,301 1,589 1.34% 1.34% 1049 0 0.0% Q2 2026 Jul 21, 2026
Traynor Capital Management, Inc. History No change 15,261 1,585 0.07% 0.07% 1050 0 0.0% Q2 2026 Jul 22, 2026
Affiance Financial, LLC History No change 15,267 1,585 0.23% 0.23% 1051 0 0.0% Q2 2026 Jul 09, 2026
Firestone Capital Management History No change 15,246 1,583 0.29% 0.29% 1052 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Advisors Inc. History No change 15,182 1,577 0.27% 0.27% 1053 0 0.0% Q2 2026 Jul 16, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 15,263 1,577 0.62% 0.62% 1054 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 15,070 1,565 0.03% 0.03% 1055 0 0.0% Q2 2026 Aug 12, 2026
LaSalle St. Investment Advisors, LLC History No change 15,040 1,562 0.19% 0.19% 1056 0 0.0% Q2 2026 Aug 11, 2026
TFO Wealth Partners, LLC History No change 15,017 1,559 0.17% 0.17% 1057 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 14,999 1,558 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 14,944 1,552 0.06% 0.06% 1059 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 14,898 1,547 0.25% 0.25% 1060 0 0.0% Q2 2026 Aug 04, 2026
MATRIX ASSET ADVISORS INC/NY History No change 14,881 1,545 0.13% 0.13% 1061 0 0.0% Q2 2026 Jul 15, 2026
Plancorp, LLC History No change 14,931 1,541 0.04% 0.04% 1062 0 0.0% Q2 2026 Jul 14, 2026
Stordahl Capital Management, Inc. History No change 14,843 1,541 0.28% 0.28% 1063 0 0.0% Q2 2026 Jul 14, 2026
Impact Capital Partners LLC History No change 14,810 1,538 0.42% 0.42% 1064 0 0.0% Q2 2026 Jul 14, 2026
Manhattan West Asset Management, LLC History No change 14,721 1,529 0.26% 0.26% 1065 0 0.0% Q2 2026 Aug 11, 2026
SAPIENT CAPITAL LLC History Added to 14,685 1,525 0.02% 0.02% 1066 +862 6.24% Q3 2026 Oct 08, 2026
Sandy Cove Advisors, LLC History No change 14,668 1,523 0.38% 0.38% 1067 0 0.0% Q2 2026 Jul 07, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 14,632 1,519 0.37% 0.37% 1068 0 0.0% Q2 2026 Jul 09, 2026
Hudson Portfolio Management LLC History No change 14,539 1,510 1.14% 1.14% 1069 0 0.0% Q2 2026 Aug 12, 2026
Sunburst Financial Group, LLC History No change 14,533 1,509 0.24% 0.24% 1070 0 0.0% Q3 2026 Oct 08, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 14,475 1,503 0.09% 0.09% 1071 0 0.0% Q2 2026 Jul 31, 2026
Roehl & Yi Investment Advisors, LLC History No change 14,437 1,499 0.49% 0.49% 1072 0 0.0% Q2 2026 Aug 13, 2026
Emprise Bank History No change 14,420 1,498 0.57% 0.55% 1073 0 0.0% Q3 2026 Oct 07, 2026
Diversified Portfolios, Inc. History No change 14,403 1,496 0.11% 0.11% 1074 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History No change 14,383 1,494 0.05% 0.05% 1075 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 14,374 1,493 0.06% 0.06% 1076 0 0.0% Q2 2026 Jul 23, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 14,369 1,492 0.34% 0.34% 1077 0 0.0% Q2 2026 Jul 09, 2026
Hansen & Associates Financial Group, Inc. History No change 14,065 1,483 0.85% 0.85% 1078 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 14,244 1,479 0.03% 0.03% 1079 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 14,225 1,478 0.01% 0.01% 1080 0 0.0% Q2 2026 Aug 12, 2026
Innova Wealth Partners History No change 14,207 1,475 0.6% 0.6% 1081 0 0.0% Q2 2026 Jul 15, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 14,154 1,470 0.27% 0.27% 1082 0 0.0% Q2 2026 Aug 06, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 14,106 1,465 0.25% 0.25% 1083 0 0.0% Q2 2026 Jul 31, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 14,058 1,460 0.07% 0.07% 1084 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 14,014 1,455 0.02% 0.02% 1085 0 0.0% Q2 2026 Aug 12, 2026
Aspen Capital Management, LLC History No change 14,000 1,454 0.32% 0.32% 1086 0 0.0% Q2 2026 Aug 04, 2026
Del-Sette Capital Management, LLC History No change 13,977 1,451 0.85% 0.85% 1087 0 0.0% Q2 2026 Jul 30, 2026
Ironwood Investment Counsel, LLC History No change 13,910 1,444 0.19% 0.19% 1088 0 0.0% Q2 2026 Aug 05, 2026
Cordatus Wealth Management LLC History No change 13,896 1,443 0.32% 0.32% 1089 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 13,897 1,443 0.06% 0.06% 1090 0 0.0% Q2 2026 Jul 27, 2026
Towerpoint Wealth, LLC History No change 13,698 1,422 0.49% 0.49% 1091 0 0.0% Q2 2026 Jul 09, 2026
NerdWallet Wealth Partners, LLC History No change 13,676 1,420 0.49% 0.49% 1092 0 0.0% Q2 2026 Jul 07, 2026
CGN Advisors LLC History No change 13,648 1,417 0.1% 0.1% 1093 0 0.0% Q2 2026 Jul 06, 2026
Long Road Investment Counsel, LLC History No change 13,640 1,416 0.52% 0.52% 1094 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Added to 13,758 1,412 0.06% 0.06% 1095 +1,346 10.84% Q3 2026 Oct 09, 2026
Meeder Advisory Services, Inc. History No change 13,414 1,393 0.05% 0.05% 1096 0 0.0% Q2 2026 Aug 07, 2026
REBALANCE, LLC History No change 13,291 1,380 0.07% 0.07% 1097 0 0.0% Q2 2026 Jul 16, 2026
Frederick Financial Consultants, LLC History No change 13,265 1,377 0.58% 0.58% 1098 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 13,231 1,374 0.03% 0.03% 1099 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 13,213 1,372 0.26% 0.26% 1100 0 0.0% Q2 2026 Jul 15, 2026
Sunflower Bank, N.A. History No change 13,190 1,370 0.33% 0.33% 1101 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 13,117 1,362 0.06% 0.06% 1102 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Wealth LLC History No change 13,064 1,357 0.11% 0.11% 1103 0 0.0% Q2 2026 Aug 11, 2026
Aegis Wealth Management LLC History No change 13,039 1,354 0.64% 0.64% 1104 0 0.0% Q2 2026 Aug 07, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 12,937 1,343 0.16% 0.16% 1105 0 0.0% Q2 2026 Jul 27, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 12,917 1,341 0.2% 0.2% 1106 0 0.0% Q2 2026 Jul 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 12,877 1,337 0.1% 0.1% 1107 0 0.0% Q2 2026 Aug 12, 2026
Palumbo Wealth Management LLC History No change 12,880 1,337 0.28% 0.28% 1108 0 0.0% Q2 2026 Aug 12, 2026
Genesee Capital Advisors, LLC History No change 12,855 1,335 0.42% 0.42% 1109 0 0.0% Q2 2026 Aug 06, 2026
Tortoise Investment Management, LLC History No change 12,844 1,334 0.1% 0.1% 1110 0 0.0% Q2 2026 Aug 07, 2026
Quartz Partners, LLC History No change 12,807 1,330 0.44% 0.44% 1111 0 0.0% Q2 2026 Aug 10, 2026
Pitcairn Wealth Advisors LLC History No change 12,701 1,319 0.14% 0.14% 1112 0 0.0% Q2 2026 Aug 10, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 12,686 1,317 0.1% 0.1% 1113 0 0.0% Q2 2026 Jul 16, 2026
Aspen Investment Management Inc History No change 12,653 1,314 0.35% 0.35% 1114 0 0.0% Q2 2026 Jul 17, 2026
Corundum Trust Company, INC History No change 12,656 1,314 3.51% 3.51% 1115 0 0.0% Q2 2026 Jul 29, 2026
PARK NATIONAL CORP /OH/ History No change 12,620 1,311 0.04% 0.04% 1116 0 0.0% Q3 2026 Oct 05, 2026
Core Wealth Advisors, Inc. History No change 12,594 1,308 0.26% 0.26% 1117 0 0.0% Q2 2026 Aug 11, 2026
Insight Wealth Strategies, LLC History Reduced 12,572 1,306 0.13% 0.14% 1118 -1,311 -9.44% Q3 2026 Oct 09, 2026
CERTUITY, LLC History No change 12,554 1,304 0.06% 0.06% 1119 0 0.0% Q2 2026 Jul 28, 2026
FIRST MERCHANTS CORP History No change 12,537 1,302 0.05% 0.05% 1120 0 0.0% Q2 2026 Jul 15, 2026
Paladin Advisory Group, LLC History No change 12,505 1,299 0.86% 0.86% 1121 0 0.0% Q2 2026 Jul 28, 2026
Park Capital Management, LLC / WI History No change 12,482 1,296 0.76% 0.76% 1122 0 0.0% Q2 2026 Jul 10, 2026
Global Trust Wealth Management LLC History No change 12,483 1,296 0.89% 0.89% 1123 0 0.0% Q2 2026 Jul 16, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 12,416 1,289 0.08% 0.08% 1124 0 0.0% Q2 2026 Jul 28, 2026
Advocacy Wealth Management, LLC History No change 12,345 1,282 0.05% 0.05% 1125 0 0.0% Q2 2026 Jul 29, 2026
Stratos Investment Management, LLC History No change 12,304 1,278 0.05% 0.05% 1126 0 0.0% Q2 2026 Aug 11, 2026
Bank of Marin History No change 12,262 1,273 0.89% 0.89% 1127 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 12,250 1,272 0.27% 0.27% 1128 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Financial Group, Inc. History No change 12,239 1,271 0.19% 0.19% 1129 0 0.0% Q2 2026 Jul 24, 2026
River Wealth Advisors LLC History No change 12,168 1,264 0.13% 0.13% 1130 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 12,176 1,264 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 03, 2026
Radnor Capital Management, LLC History No change 12,100 1,256 0.18% 0.18% 1132 0 0.0% Q2 2026 Jul 16, 2026
NESTEGG ADVISORS, INC. History No change 12,060 1,252 0.89% 0.89% 1133 0 0.0% Q2 2026 Jul 14, 2026
Quarry LP History No change 12,052 1,251 0.1% 0.1% 1134 0 0.0% Q2 2026 Aug 14, 2026
Next Capital Management LLC History No change 12,009 1,247 0.34% 0.34% 1135 0 0.0% Q2 2026 Aug 03, 2026
Willow Creek Capital Management, Inc. History No change 11,970 1,243 1.21% 1.21% 1136 0 0.0% Q2 2026 Sep 08, 2026
Vantus Wealth LLC History No change 11,920 1,238 0.66% 0.66% 1137 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 11,908 1,237 0.14% 0.14% 1138 0 0.0% Q2 2026 Jul 31, 2026
BridgePort Financial Solutions, LLC History No change 11,892 1,235 0.31% 0.31% 1139 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Wealth Management, LLC. History No change 11,875 1,233 0.27% 0.27% 1140 0 0.0% Q2 2026 Jul 30, 2026
Baron Wealth Management LLC History No change 11,836 1,229 0.32% 0.32% 1141 0 0.0% Q2 2026 Jul 07, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 11,816 1,227 0.25% 0.25% 1142 0 0.0% Q2 2026 Jul 17, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 11,779 1,224 0.18% 0.18% 1144 -67 -0.57% Q3 2026 Oct 08, 2026
LCNB CORP History No change 11,784 1,224 0.38% 0.38% 1143 0 0.0% Q2 2026 Aug 10, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,718 1,217 0.02% 0.02% 1145 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 11,673 1,212 0.23% 0.23% 1146 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 11,650 1,210 0.31% 0.31% 1147 0 0.0% Q2 2026 Jul 20, 2026
One Charles Private Wealth Services, LLC History No change 11,643 1,209 0.28% 0.28% 1148 0 0.0% Q2 2026 Jul 15, 2026
Colonial Trust Co / SC History No change 11,628 1,207 0.15% 0.15% 1149 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 11,609 1,205 0.04% 0.04% 1150 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisors, LLC History No change 11,601 1,205 0.02% 0.02% 1151 0 0.0% Q2 2026 Aug 06, 2026
MidAtlantic Capital Management, Inc. History No change 11,604 1,205 0.75% 0.75% 1152 0 0.0% Q2 2026 Aug 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 11,581 1,203 0.0% 0.0% 1153 0 0.0% Q2 2026 Aug 10, 2026
Missouri Trust & Investment Co History No change 11,398 1,203 0.33% 0.33% 1154 0 0.0% Q2 2026 Aug 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 11,551 1,199 0.13% 0.13% 1155 0 0.0% Q2 2026 Jul 28, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 11,536 1,198 0.06% 0.06% 1156 0 0.0% Q2 2026 Jul 20, 2026
RIVERBRIDGE PARTNERS LLC History No change 11,472 1,191 0.03% 0.03% 1157 0 0.0% Q2 2026 Jul 13, 2026
Edgestream Partners, L.P. History No change 11,471 1,191 0.04% 0.04% 1158 0 0.0% Q2 2026 Aug 11, 2026
JSF Financial, LLC History No change 11,440 1,188 0.19% 0.19% 1159 0 0.0% Q2 2026 Jul 28, 2026
MSH Capital Advisors LLC History No change 11,377 1,181 0.21% 0.21% 1160 0 0.0% Q2 2026 Aug 10, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 11,362 1,180 0.49% 0.49% 1161 0 0.0% Q2 2026 Aug 11, 2026
CROBAN History No change 11,322 1,176 0.52% 0.52% 1162 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 11,289 1,173 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 14, 2026
Seven Post Investment Office LP History No change 11,268 1,170 0.33% 0.33% 1164 0 0.0% Q2 2026 Jul 28, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 11,260 1,169 0.09% 0.09% 1165 0 0.0% Q2 2026 Aug 12, 2026
Flagship Private Wealth, LLC History No change 11,245 1,168 0.41% 0.41% 1166 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 11,229 1,166 0.09% 0.09% 1167 0 0.0% Q2 2026 Jul 16, 2026
Eagle Strategies LLC History No change 11,208 1,164 0.12% 0.12% 1168 0 0.0% Q2 2026 Jul 21, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 11,184 1,161 0.18% 0.18% 1169 0 0.0% Q2 2026 Jul 15, 2026
TRUEFG, LLC History No change 11,170 1,160 0.27% 0.27% 1170 0 0.0% Q2 2026 Jul 16, 2026
Cadent Capital Advisors, LLC History No change 11,110 1,154 0.25% 0.24% 1171 0 0.0% Q3 2026 Oct 09, 2026
Bath Savings Trust Co History Added to 11,012 1,144 0.12% 0.11% 1172 +438 4.14% Q3 2026 Oct 07, 2026
David J Yvars Group History Reduced 11,019 1,144 0.53% 0.54% 1173 -50 -0.45% Q3 2026 Oct 09, 2026
Simplicity Wealth,LLC History No change 10,957 1,138 0.04% 0.04% 1174 0 0.0% Q2 2026 Aug 06, 2026
Redwood Park Advisors LLC History No change 10,946 1,137 0.75% 0.75% 1175 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 10,903 1,132 0.07% 0.07% 1176 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 10,868 1,128 0.05% 0.05% 1177 0 0.0% Q2 2026 Jul 22, 2026
21 West Wealth Management LLC History No change 10,846 1,126 0.96% 0.96% 1178 0 0.0% Q2 2026 Jul 13, 2026
SC&H Financial Advisors, Inc. History No change 10,835 1,125 0.15% 0.15% 1179 0 0.0% Q2 2026 Aug 04, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 10,809 1,122 0.14% 0.14% 1180 0 0.0% Q2 2026 Jul 09, 2026
Breakwater Capital Group History No change 10,800 1,122 0.13% 0.13% 1181 0 0.0% Q3 2026 Oct 08, 2026
Lynch Investment Planning, LLC History No change 10,802 1,122 0.86% 0.86% 1182 0 0.0% Q2 2026 Jul 17, 2026
Peterson Wealth Advisors, LLC History Added to 10,796 1,121 0.13% 0.13% 1183 +216 2.04% Q3 2026 Oct 08, 2026
Cypress Wealth Services, LLC History No change 10,799 1,121 0.14% 0.14% 1184 0 0.0% Q2 2026 Jul 10, 2026
Roof Eidam Maycock Peralta, LLC History No change 10,758 1,117 0.22% 0.22% 1185 0 0.0% Q2 2026 Jul 24, 2026
Koshinski Asset Management, Inc. History No change 10,755 1,117 0.06% 0.06% 1186 0 0.0% Q2 2026 Jul 27, 2026
SENTINEL TRUST CO LBA History No change 10,699 1,111 0.1% 0.1% 1187 0 0.0% Q2 2026 Jul 13, 2026
Empower Advisory Group, LLC History No change 10,681 1,109 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 12, 2026
HORAN Wealth, LLC History No change 10,671 1,108 0.14% 0.14% 1189 0 0.0% Q2 2026 Aug 26, 2026
TCV Trust & Wealth Management, Inc. History No change 10,618 1,102 0.08% 0.08% 1190 0 0.0% Q2 2026 Jul 24, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 10,610 1,102 0.4% 0.4% 1191 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL GROUP History No change 10,602 1,101 0.1% 0.1% 1192 0 0.0% Q2 2026 Jul 16, 2026
Empirical Asset Management, LLC History No change 10,597 1,100 0.25% 0.25% 1193 0 0.0% Q2 2026 Aug 10, 2026
Flatrock Wealth Partners LLC History No change 10,599 1,100 0.43% 0.43% 1194 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 10,561 1,097 0.02% 0.02% 1195 0 0.0% Q2 2026 Jul 31, 2026
Bellwether Advisors, LLC History No change 10,555 1,096 0.16% 0.16% 1196 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 10,521 1,092 0.06% 0.06% 1197 0 0.0% Q2 2026 Aug 12, 2026
55 North Private Wealth, LLC History No change 10,519 1,092 0.21% 0.21% 1198 0 0.0% Q2 2026 Jul 07, 2026
WEST PACES ADVISORS INC. History No change 10,469 1,087 0.18% 0.18% 1199 0 0.0% Q2 2026 Jul 17, 2026
Schusterman Interests, LLC History No change 10,460 1,086 0.28% 0.28% 1200 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 10,455 1,086 0.44% 0.44% 1201 0 0.0% Q2 2026 Jul 21, 2026
HEADINVEST, LLC History No change 10,445 1,085 0.2% 0.2% 1202 0 0.0% Q2 2026 Aug 14, 2026
ESL Trust Services, LLC History No change 10,447 1,085 0.18% 0.18% 1203 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 10,440 1,084 0.04% 0.04% 1204 0 0.0% Q2 2026 Aug 13, 2026
RESTON WEALTH MANAGEMENT LLC History No change 10,437 1,084 0.29% 0.29% 1205 0 0.0% Q2 2026 Jul 23, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 10,399 1,080 0.16% 0.16% 1206 0 0.0% Q2 2026 Jul 14, 2026
Parcion Private Wealth LLC History No change 10,380 1,078 0.06% 0.06% 1207 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Group, LLC History No change 10,262 1,066 0.41% 0.41% 1208 0 0.0% Q2 2026 Jul 08, 2026
Clearbridge Investments, LLC History No change 10,261 1,065 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 13, 2026
Pine Haven Investment Counsel, Inc History No change 10,197 1,059 0.71% 0.71% 1210 0 0.0% Q2 2026 Jul 08, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 10,152 1,054 0.06% 0.06% 1211 0 0.0% Q2 2026 Jul 27, 2026
Beaumont Financial Advisors, LLC History No change 10,146 1,053 0.07% 0.07% 1212 0 0.0% Q2 2026 Aug 04, 2026
DECISION INVESTMENTS, INC History Reduced 10,099 1,049 0.95% 0.96% 1213 -100 -0.98% Q3 2026 Oct 07, 2026
WealthBridge Capital Management, LLC History No change 10,080 1,047 0.21% 0.21% 1214 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 10,052 1,044 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 23, 2026
SHAYNE & JACOBS, LLC History No change 10,053 1,044 0.31% 0.31% 1216 0 0.0% Q2 2026 Jul 07, 2026
Golden State Wealth Management, LLC History No change 10,057 1,044 0.1% 0.1% 1217 0 0.0% Q2 2026 Jul 22, 2026
O'Connor Financial Group LLC History No change 9,984 1,037 0.37% 0.37% 1218 0 0.0% Q2 2026 Jul 17, 2026
TMB Capital Partners, LLC History No change 9,989 1,037 0.32% 0.32% 1219 0 0.0% Q2 2026 Jul 24, 2026
BURNEY CO/ History No change 9,967 1,035 0.03% 0.03% 1220 0 0.0% Q2 2026 Jul 14, 2026
Gen-Wealth Partners Inc History No change 9,919 1,030 0.29% 0.29% 1221 0 0.0% Q2 2026 Aug 10, 2026
ZACKS INVESTMENT MANAGEMENT History No change 9,887 1,027 0.01% 0.01% 1222 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 9,855 1,023 0.06% 0.06% 1223 0 0.0% Q2 2026 Aug 06, 2026
Holistic Financial Partners History No change 9,840 1,022 0.62% 0.62% 1224 0 0.0% Q2 2026 Jul 23, 2026
Partners in Financial Planning History No change 9,845 1,022 0.15% 0.15% 1225 0 0.0% Q2 2026 Aug 10, 2026
Crusonia Wealth Advisors LLC History No change 9,827 1,020 0.17% 0.17% 1226 0 0.0% Q2 2026 Jul 30, 2026
Vontobel Holding Ltd. History No change 9,800 1,018 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 03, 2026
WHALEROCK POINT PARTNERS, LLC History No change 9,798 1,017 0.17% 0.17% 1228 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 9,764 1,014 0.03% 0.03% 1229 0 0.0% Q2 2026 Jul 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,764 1,014 0.05% 0.05% 1230 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 9,757 1,013 0.14% 0.14% 1231 0 0.0% Q2 2026 Aug 03, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 9,756 1,013 0.69% 0.69% 1232 0 0.0% Q2 2026 Aug 07, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,724 1,010 0.02% 0.02% 1233 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History No change 9,715 1,009 0.23% 0.23% 1234 0 0.0% Q2 2026 Jul 27, 2026
Marietta Wealth Management, LLC History No change 9,688 1,006 0.1% 0.1% 1235 0 0.0% Q2 2026 Aug 03, 2026
Aspen Grove Capital, LLC History No change 9,678 1,005 0.14% 0.14% 1236 0 0.0% Q2 2026 Aug 14, 2026
Mezzasalma Advisors, LLC History No change 9,678 1,005 0.2% 0.2% 1237 0 0.0% Q2 2026 Aug 10, 2026
SONATA CAPITAL GROUP INC History No change 9,668 1,004 0.32% 0.32% 1238 0 0.0% Q2 2026 Jul 24, 2026
InvesTrust History No change 9,648 1,002 0.39% 0.39% 1239 0 0.0% Q2 2026 Jul 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 9,633 1,000 0.26% 0.26% 1240 0 0.0% Q2 2026 Jul 13, 2026
Asset Dedication, LLC History No change 9,607 997 0.06% 0.06% 1241 0 0.0% Q2 2026 Jul 30, 2026
CAMDEN NATIONAL BANK History No change 9,598 997 0.13% 0.13% 1242 0 0.0% Q2 2026 Jul 31, 2026
Greenspring Advisors, LLC History No change 9,549 992 0.05% 0.05% 1243 0 0.0% Q2 2026 Aug 11, 2026
Gladwyn Financial Advisors, Inc. History Reduced 9,543 991 0.63% 0.64% 1246 -281 -2.86% Q3 2026 Oct 05, 2026
Relyea Zuckerberg Hanson LLC History No change 9,543 991 0.08% 0.08% 1244 0 0.0% Q2 2026 Jul 16, 2026
Clear Point Advisors Inc. History No change 9,547 991 0.88% 0.88% 1245 0 0.0% Q2 2026 Jul 28, 2026
Wallace Hart LLC History No change 9,538 990 0.62% 0.62% 1247 0 0.0% Q2 2026 Aug 13, 2026
Mission Financial Group, LLC History No change 9,523 989 0.82% 0.82% 1248 0 0.0% Q2 2026 Aug 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 9,493 986 0.05% 0.05% 1249 0 0.0% Q2 2026 Aug 04, 2026
RKL Wealth Management LLC History No change 9,498 986 0.08% 0.08% 1250 0 0.0% Q2 2026 Aug 10, 2026
Thomasville National Bank History No change 9,477 984 0.05% 0.05% 1251 0 0.0% Q2 2026 Jul 20, 2026
CWA Asset Management Group, LLC History No change 9,466 983 0.03% 0.03% 1252 0 0.0% Q2 2026 Jul 14, 2026
Qube Research & Technologies Ltd History No change 9,449 981 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History Added to 9,426 979 0.44% 0.44% 1255 +10 0.11% Q3 2026 Oct 01, 2026
Truepoint, Inc. History No change 9,428 979 0.02% 0.02% 1254 0 0.0% Q2 2026 Jul 31, 2026
Stelac Advisory Services LLC History No change 9,415 978 0.18% 0.18% 1256 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 9,398 976 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 07, 2026
Lansing Street Advisors History No change 9,388 975 0.21% 0.21% 1258 0 0.0% Q2 2026 Jul 24, 2026
Stephenson & Company, Inc. History No change 9,373 973 0.46% 0.46% 1259 0 0.0% Q2 2026 Jul 28, 2026
EAGLE GLOBAL ADVISORS LLC History No change 9,290 965 0.03% 0.03% 1260 0 0.0% Q2 2026 Jul 30, 2026
Armbruster Capital Management, Inc. History No change 9,276 963 0.14% 0.14% 1261 0 0.0% Q2 2026 Jul 16, 2026
Russell Investments Group, Ltd. History No change 9,264 962 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 06, 2026
Evolution Wealth Advisors, LLC History No change 9,266 962 0.11% 0.11% 1263 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 9,234 959 0.04% 0.04% 1264 0 0.0% Q2 2026 Jul 02, 2026
Garde Capital, Inc. History No change 9,232 958 0.04% 0.04% 1265 0 0.0% Q2 2026 Jul 31, 2026
Purkiss Capital Advisors LLC History No change 9,172 952 0.36% 0.36% 1266 0 0.0% Q2 2026 Jul 30, 2026
Alpha Omega Wealth Management LLC History No change 9,162 951 0.14% 0.14% 1267 0 0.0% Q2 2026 Jul 20, 2026
Elgethun Capital Management History No change 9,138 949 0.13% 0.13% 1268 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 9,148 946 0.03% 0.03% 1269 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 9,099 945 0.05% 0.05% 1270 0 0.0% Q2 2026 Jul 15, 2026
Consilium Wealth Advisory, LLC History No change 9,061 941 0.28% 0.28% 1271 0 0.0% Q2 2026 Aug 10, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 9,068 941 0.67% 0.67% 1272 0 0.0% Q2 2026 Aug 10, 2026
GFS Advisors, LLC History No change 7,406 938 0.1% 0.1% 1273 0 0.0% Q2 2026 Aug 04, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 9,013 936 0.15% 0.15% 1274 0 0.0% Q2 2026 Aug 07, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 9,005 935 0.05% 0.05% 1275 0 0.0% Q2 2026 Jul 29, 2026
GERMAN AMERICAN BANCORP, INC. History No change 8,986 933 0.07% 0.07% 1276 0 0.0% Q2 2026 Aug 06, 2026
Park Edge Advisors, LLC History No change 8,978 932 0.2% 0.2% 1277 0 0.0% Q2 2026 Jul 10, 2026
Discipline Wealth Solutions, LLC History No change 8,956 930 0.08% 0.08% 1278 0 0.0% Q2 2026 Jul 21, 2026
Alley Investment Management Company, LLC History No change 8,945 929 0.11% 0.11% 1279 0 0.0% Q2 2026 Jul 23, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 8,935 928 0.03% 0.03% 1280 0 0.0% Q2 2026 Aug 05, 2026
PEOPLES BANK /OH History No change 8,939 928 0.48% 0.48% 1281 0 0.0% Q2 2026 Jul 27, 2026
Essex Financial Services, Inc. History No change 8,937 928 0.05% 0.05% 1282 0 0.0% Q2 2026 Aug 10, 2026
Bond & Devick Financial Network, Inc. History No change 8,932 927 0.23% 0.23% 1283 0 0.0% Q2 2026 Jul 16, 2026
MFA Wealth Services History No change 8,927 927 0.55% 0.55% 1284 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF OKLAHOMA History No change 8,921 926 0.24% 0.24% 1285 0 0.0% Q2 2026 Jul 14, 2026
EARNEST PARTNERS LLC History No change 8,905 925 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 13, 2026
Yardley Wealth Management LLC History No change 8,905 925 0.42% 0.42% 1287 0 0.0% Q2 2026 Jul 16, 2026
Financial Solutions Advisory Group, Inc. History No change 8,877 922 0.12% 0.12% 1288 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 8,871 921 0.08% 0.08% 1289 -102 -1.14% Q3 2026 Oct 07, 2026
STAGE HARBOR FINANCIAL, LLC History No change 8,867 921 0.53% 0.53% 1290 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 8,838 918 0.18% 0.18% 1291 0 0.0% Q2 2026 Jul 20, 2026
Trust Co of the South History No change 8,817 915 0.13% 0.13% 1292 0 0.0% Q2 2026 Jul 01, 2026
Amplius Wealth Advisors, LLC History No change 8,795 913 0.07% 0.07% 1293 0 0.0% Q2 2026 Jul 17, 2026
Ausdal Financial Partners, Inc. History No change 8,767 910 0.04% 0.04% 1294 0 0.0% Q2 2026 Aug 14, 2026
Trace Wealth Advisors, LLC History No change 8,765 910 0.6% 0.6% 1295 0 0.0% Q2 2026 Jul 28, 2026
Guidance Point Advisors, LLC History No change 8,755 909 0.19% 0.19% 1296 0 0.0% Q2 2026 Jul 31, 2026
Tranquilli Financial Advisor LLC History No change 8,737 907 0.49% 0.49% 1297 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 8,695 903 0.04% 0.04% 1298 0 0.0% Q2 2026 Aug 05, 2026
Washington Trust Advisors, Inc. History No change 8,701 903 0.07% 0.07% 1299 0 0.0% Q2 2026 Jul 29, 2026
Caldwell Trust Co History No change 8,689 902 0.07% 0.07% 1300 0 0.0% Q2 2026 Aug 03, 2026
Cove Private Wealth, LLC History No change 8,666 900 0.17% 0.17% 1301 0 0.0% Q2 2026 Jul 31, 2026
ADIRONDACK TRUST CO History No change 8,656 899 0.27% 0.27% 1302 0 0.0% Q2 2026 Jul 16, 2026
Bragg Financial Advisors, Inc History No change 8,652 898 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 8,641 897 0.25% 0.25% 1304 0 0.0% Q2 2026 Aug 12, 2026
PLIMOTH TRUST CO LLC History No change 8,619 895 0.18% 0.18% 1305 0 0.0% Q2 2026 Jul 28, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 8,466 893 0.09% 0.09% 1306 0 0.0% Q2 2026 Aug 03, 2026
Arcus Capital Partners, LLC History No change 8,606 893 0.37% 0.37% 1307 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Management LLC History No change 8,600 893 0.15% 0.15% 1308 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 8,560 889 0.09% 0.09% 1309 0 0.0% Q2 2026 Aug 10, 2026
FIDELITY D & D BANCORP INC History No change 8,538 886 0.3% 0.3% 1310 0 0.0% Q2 2026 Aug 05, 2026
Compass Planning Associates Inc History No change 8,537 886 0.48% 0.48% 1311 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 8,516 884 0.07% 0.07% 1312 0 0.0% Q2 2026 Aug 06, 2026
Bedminster, LLC History No change 8,497 882 0.75% 0.75% 1313 0 0.0% Q2 2026 Aug 04, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 8,484 881 0.24% 0.21% 1314 -23 -0.27% Q3 2026 Oct 09, 2026
Mechanics Bank Trust Department History No change 8,470 879 0.11% 0.11% 1315 0 0.0% Q2 2026 Jul 07, 2026
Operose Advisors LLC History No change 8,457 878 0.17% 0.17% 1316 0 0.0% Q2 2026 Aug 13, 2026
Peak Asset Management, LLC History No change 8,405 873 0.13% 0.13% 1317 0 0.0% Q2 2026 Aug 13, 2026
GRANDFIELD & DODD, LLC History No change 8,355 868 0.05% 0.05% 1318 0 0.0% Q2 2026 Aug 07, 2026
Exchange Bank History Added to 8,349 867 0.54% 0.51% 1320 +408 5.14% Q3 2026 Oct 07, 2026
Essex Bank History No change 8,348 867 0.19% 0.19% 1319 0 0.0% Q2 2026 Jul 23, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 8,331 865 0.09% 0.09% 1321 0 0.0% Q2 2026 Jul 31, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 8,321 864 0.05% 0.05% 1322 0 0.0% Q2 2026 Jul 31, 2026
Argent Advisors, Inc. History No change 8,288 860 0.22% 0.22% 1323 0 0.0% Q2 2026 Aug 05, 2026
TRED AVON FAMILY WEALTH, LLC History No change 8,287 860 0.26% 0.26% 1324 0 0.0% Q2 2026 Aug 10, 2026
MBL Wealth, LLC History No change 8,240 855 0.06% 0.06% 1325 0 0.0% Q2 2026 Jul 15, 2026
Cypress Capital Group History No change 8,176 849 0.08% 0.08% 1326 0 0.0% Q2 2026 Aug 05, 2026
CULBERTSON A N & CO INC History No change 8,131 844 0.1% 0.1% 1327 0 0.0% Q2 2026 Jul 29, 2026
Vilga Financial Planning LLC History No change 8,121 843 0.5% 0.64% 1328 0 0.0% Q3 2026 Oct 08, 2026
Centerpoint Advisors, LLC History No change 8,102 842 0.24% 0.24% 1329 0 0.0% Q2 2026 Aug 05, 2026
BOSTON FAMILY OFFICE LLC History No change 8,097 841 0.05% 0.05% 1330 0 0.0% Q2 2026 Aug 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 8,096 841 0.21% 0.21% 1331 0 0.0% Q2 2026 Aug 27, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 8,089 840 0.17% 0.17% 1332 +78 0.97% Q3 2026 Oct 05, 2026
Interchange Capital Partners, LLC History No change 8,082 839 0.16% 0.16% 1333 0 0.0% Q2 2026 Jul 20, 2026
EIGHT 31 FINANCIAL, LLC History No change 8,068 838 0.5% 0.5% 1334 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History No change 8,031 834 0.09% 0.09% 1335 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Advisors, LLC History No change 8,029 834 0.05% 0.05% 1336 0 0.0% Q2 2026 Aug 11, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 8,027 833 0.3% 0.3% 1337 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 7,999 830 0.08% 0.08% 1338 0 0.0% Q2 2026 Jul 13, 2026
3Chopt Investment Partners, LLC History No change 7,984 829 0.16% 0.16% 1339 0 0.0% Q2 2026 Jul 29, 2026
Lutz Financial Services LLC History No change 7,979 828 0.05% 0.05% 1340 0 0.0% Q2 2026 Aug 05, 2026
Cardinal Point Capital Management ULC History No change 7,953 826 0.05% 0.05% 1341 0 0.0% Q2 2026 Jul 14, 2026
Disciplined Investments, LLC History No change 7,949 825 0.27% 0.27% 1342 0 0.0% Q2 2026 Aug 07, 2026
Aprio Wealth Management, LLC History No change 7,912 821 0.04% 0.04% 1343 0 0.0% Q2 2026 Jul 24, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 7,900 820 0.26% 0.26% 1344 0 0.0% Q2 2026 Jul 24, 2026
FCA CORP /TX History No change 7,875 818 0.2% 0.2% 1345 0 0.0% Q2 2026 Aug 11, 2026
Yukon Wealth Management, Inc. History No change 7,843 814 0.23% 0.23% 1346 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History No change 7,792 809 0.05% 0.05% 1347 0 0.0% Q2 2026 Jul 15, 2026
New Age Alpha Advisors, LLC History No change 7,780 808 0.03% 0.03% 1348 0 0.0% Q2 2026 Aug 13, 2026
ROMANO BROTHERS AND COMPANY History No change 7,767 806 0.08% 0.08% 1349 0 0.0% Q2 2026 Jul 21, 2026
Clarity Financial LLC History No change 7,762 806 0.07% 0.07% 1350 0 0.0% Q2 2026 Jul 20, 2026
GTS SECURITIES LLC History No change 7,745 804 0.02% 0.02% 1351 0 0.0% Q2 2026 Aug 14, 2026
Chemistry Wealth Management LLC History No change 7,743 804 0.13% 0.13% 1352 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 7,700 799 0.05% 0.05% 1353 0 0.0% Q2 2026 Aug 05, 2026
Selby Wealth Management, LLC History No change 7,695 799 0.28% 0.28% 1354 0 0.0% Q2 2026 Jul 09, 2026
OPINICUS CAPITAL, INC. History No change 7,651 794 0.43% 0.43% 1355 0 0.0% Q2 2026 Jul 27, 2026
Intellectus Partners, LLC History No change 7,635 793 0.14% 0.14% 1356 0 0.0% Q2 2026 Aug 12, 2026
Sound View Wealth Advisors Group, LLC History No change 7,601 789 0.05% 0.05% 1357 0 0.0% Q2 2026 Aug 11, 2026
MBA Advisors LLC History No change 7,600 789 0.27% 0.27% 1358 0 0.0% Q2 2026 Jul 28, 2026
Piscataqua Savings Bank History No change 7,591 788 0.53% 0.53% 1359 0 0.0% Q2 2026 Jul 09, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 7,581 787 0.04% 0.04% 1360 0 0.0% Q2 2026 Jul 23, 2026
KLCM Advisors, Inc. History No change 7,557 785 0.06% 0.06% 1361 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 7,566 785 0.06% 0.06% 1362 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 7,566 785 0.11% 0.11% 1363 0 0.0% Q2 2026 Jul 15, 2026
Lynx Investment Advisory History No change 7,565 785 0.26% 0.26% 1364 0 0.0% Q2 2026 Jul 27, 2026
DOLIVER ADVISORS, LP History Reduced 7,503 779 0.17% 0.18% 1365 -200 -2.6% Q3 2026 Oct 01, 2026
CIDEL ASSET MANAGEMENT INC History No change 7,500 779 0.04% 0.04% 1366 0 0.0% Q2 2026 Jul 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 7,493 778 0.22% 0.23% 1367 -46 -0.61% Q3 2026 Oct 07, 2026
Peoples Bank/KS History Reduced 7,474 776 0.76% 0.76% 1369 -100 -1.32% Q3 2026 Oct 09, 2026
JNBA Financial Advisors History No change 7,478 776 0.06% 0.06% 1368 0 0.0% Q2 2026 Jul 23, 2026
Beacon Bank & Trust History No change 7,442 773 0.15% 0.15% 1370 0 0.0% Q2 2026 Aug 03, 2026
Leisure Capital Management History No change 7,440 772 0.24% 0.24% 1371 0 0.0% Q2 2026 Jul 24, 2026
GWN SECURITIES INC. History No change 7,397 768 0.13% 0.13% 1372 0 0.0% Q2 2026 Aug 05, 2026
Integrity Advisory Solutions, LLC History No change 7,378 766 0.08% 0.08% 1373 0 0.0% Q2 2026 Jul 31, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 7,365 765 0.02% 0.02% 1374 0 0.0% Q2 2026 Aug 20, 2026
Revolve Wealth Partners, LLC History No change 7,346 763 0.08% 0.08% 1375 0 0.0% Q2 2026 Jul 09, 2026
Austin Asset Management Co Inc History No change 7,352 763 0.11% 0.11% 1376 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 7,309 759 0.03% 0.03% 1377 0 0.0% Q2 2026 Jul 21, 2026
TrustBank History No change 7,290 757 0.26% 0.26% 1378 0 0.0% Q2 2026 Jul 20, 2026
LINCOLN CAPITAL CORP History No change 7,278 756 0.25% 0.25% 1379 0 0.0% Q2 2026 Jul 16, 2026
tru Independence LLC History No change 7,277 755 0.33% 0.33% 1380 0 0.0% Q2 2026 Aug 10, 2026
TI-TRUST, INC History No change 7,276 755 0.41% 0.41% 1381 0 0.0% Q2 2026 Jul 23, 2026
Brand Asset Management Group, Inc. History No change 7,237 751 0.17% 0.17% 1382 0 0.0% Q2 2026 Aug 12, 2026
Lifeworks Advisors, LLC History No change 7,212 749 0.08% 0.08% 1383 0 0.0% Q2 2026 Aug 14, 2026
Heritage Trust Co History No change 7,203 748 0.06% 0.06% 1384 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 7,166 744 0.05% 0.05% 1385 0 0.0% Q2 2026 Jul 08, 2026
BEACON FINANCIAL PLANNING, INC History No change 7,144 742 0.25% 0.25% 1386 0 0.0% Q2 2026 Aug 06, 2026
Investment Research Partners LLC History No change 7,138 741 0.25% 0.25% 1387 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 7,138 741 0.57% 0.57% 1388 0 0.0% Q2 2026 Jul 31, 2026
Donor Advised Charitable Giving, Inc. History No change 7,132 740 0.02% 0.02% 1389 0 0.0% Q2 2026 Jul 24, 2026
ROMAN BUTLER FULLERTON & CO History No change 7,148 737 0.18% 0.18% 1390 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 7,095 737 0.01% 0.01% 1391 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 7,076 735 0.16% 0.16% 1392 0 0.0% Q2 2026 Jul 09, 2026
KCM INVESTMENT ADVISORS LLC History No change 7,078 735 0.02% 0.02% 1393 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 7,072 734 0.02% 0.02% 1394 0 0.0% Q2 2026 Jul 28, 2026
TruNorth Capital Management, LLC History No change 7,044 731 0.12% 0.12% 1395 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History No change 7,034 730 0.05% 0.05% 1396 0 0.0% Q2 2026 Sep 15, 2026
Acorn Wealth Advisors, LLC History No change 6,999 727 0.18% 0.18% 1397 0 0.0% Q2 2026 Jul 30, 2026
AWM CAPITAL, LLC History No change 7,000 727 0.06% 0.06% 1398 0 0.0% Q2 2026 Jul 31, 2026
Castellan Group History No change 6,995 726 0.08% 0.08% 1399 0 0.0% Q2 2026 Jul 23, 2026
Waterford Advisors, LLC History No change 6,995 726 0.2% 0.2% 1400 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Advisors,llc History No change 6,970 724 0.15% 0.15% 1401 0 0.0% Q2 2026 Jul 09, 2026
CGC Financial Services, LLC History No change 6,974 724 0.16% 0.16% 1402 0 0.0% Q2 2026 Jul 13, 2026
Vident Advisory, LLC History No change 6,964 723 0.01% 0.01% 1403 0 0.0% Q2 2026 Aug 12, 2026
SkyOak Wealth, LLC History No change 6,942 721 0.12% 0.12% 1404 0 0.0% Q2 2026 Jul 30, 2026
Measured Risk Portfolios, Inc. History No change 6,939 720 0.64% 0.64% 1405 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 6,619 719 0.04% 0.04% 1406 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 6,925 719 0.22% 0.22% 1407 0 0.0% Q2 2026 Jul 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 6,900 716 0.0% 0.0% 1408 0 0.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History No change 6,899 716 0.41% 0.41% 1409 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 6,887 715 0.04% 0.04% 1410 0 0.0% Q2 2026 Jul 31, 2026
Panoramic Capital Partners, LLC History No change 6,892 715 0.34% 0.34% 1411 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 7,345 713 0.09% 0.09% 1412 0 0.0% Q2 2026 Aug 05, 2026
SeaCrest Wealth Management, LLC History No change 6,856 712 0.08% 0.08% 1413 0 0.0% Q2 2026 Jul 09, 2026
Asempa Wealth Advisors History Reduced 6,911 710 0.54% 0.55% 1414 -247 -3.45% Q3 2026 Oct 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 6,822 708 0.06% 0.06% 1415 0 0.0% Q2 2026 Aug 04, 2026
WESTWOOD HOLDINGS GROUP INC History No change 6,815 707 0.01% 0.01% 1416 0 0.0% Q2 2026 Aug 14, 2026
Vested Financial Planning, LLC History No change 6,805 706 0.47% 0.47% 1417 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Financial Group History No change 6,805 706 0.53% 0.53% 1418 0 0.0% Q2 2026 Jul 27, 2026
Ullmann Wealth Partners Group, LLC History No change 6,793 705 0.06% 0.06% 1419 0 0.0% Q2 2026 Aug 10, 2026
FLC Capital Advisors History No change 6,786 704 0.11% 0.11% 1420 0 0.0% Q2 2026 Jul 20, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,749 701 0.01% 0.01% 1421 0 0.0% Q2 2026 Jul 30, 2026
Pacific Sage Partners, LLC History No change 6,754 701 0.1% 0.1% 1422 0 0.0% Q2 2026 Aug 06, 2026
MKD WEALTH COACHES, LLC History No change 6,747 700 0.58% 0.6% 1423 0 0.0% Q3 2026 Oct 08, 2026
Independent Family Office, LLC History No change 6,728 698 0.28% 0.28% 1424 0 0.0% Q2 2026 Aug 11, 2026
Segment Wealth Management, LLC History No change 6,690 694 0.04% 0.04% 1425 0 0.0% Q2 2026 Jul 16, 2026
Axis Wealth Partners, LLC History No change 6,684 694 0.33% 0.33% 1426 0 0.0% Q2 2026 Jul 28, 2026
NorthCrest Asset Manangement, LLC History No change 6,669 693 0.02% 0.02% 1427 0 0.0% Q2 2026 Jul 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,647 690 0.05% 0.05% 1428 0 0.0% Q2 2026 Aug 04, 2026
Permanent Capital Management, LP History No change 6,648 690 0.09% 0.09% 1429 0 0.0% Q2 2026 Aug 12, 2026
True North Advisors, LLC History No change 6,612 686 0.07% 0.07% 1430 0 0.0% Q2 2026 Jul 22, 2026
Altman Advisors, Inc. History No change 6,605 686 0.25% 0.25% 1431 0 0.0% Q2 2026 Aug 10, 2026
Duncan Williams Asset Management, LLC History No change 6,606 686 0.15% 0.15% 1432 0 0.0% Q2 2026 Jul 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,594 685 0.03% 0.03% 1433 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 6,574 682 0.03% 0.03% 1434 0 0.0% Q2 2026 Jul 22, 2026
ORBA Wealth Advisors, L.L.C. History No change 6,559 681 0.58% 0.58% 1435 0 0.0% Q2 2026 Jul 23, 2026
Pacific Capital Wealth Advisors, Inc. History No change 6,546 679 0.1% 0.1% 1436 0 0.0% Q2 2026 Jul 09, 2026
Charles Schwab Trust Co History No change 6,526 677 0.04% 0.04% 1437 0 0.0% Q2 2026 Jul 10, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 10,136 673 0.16% 0.16% 1438 0 0.0% Q2 2026 Aug 14, 2026
Richard P Slaughter Associates Inc History No change 6,475 672 0.13% 0.13% 1439 0 0.0% Q2 2026 Jul 13, 2026
JDM Financial Group LLC History No change 6,458 670 0.23% 0.23% 1440 0 0.0% Q2 2026 Aug 17, 2026
SPINNAKER TRUST History No change 6,377 662 0.03% 0.03% 1441 0 0.0% Q2 2026 Aug 03, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,382 662 0.24% 0.24% 1442 0 0.0% Q2 2026 Jul 21, 2026
Sentry LLC History No change 6,379 662 0.19% 0.19% 1443 0 0.0% Q2 2026 Aug 14, 2026
Tilson Financial Group, Inc. History No change 6,370 661 0.18% 0.18% 1444 0 0.0% Q2 2026 Jul 27, 2026
Mascoma Wealth Management LLC History No change 6,346 659 0.12% 0.12% 1445 0 0.0% Q2 2026 Jul 24, 2026
Investmark Advisory Group LLC History No change 6,347 659 0.25% 0.25% 1446 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 6,343 658 0.17% 0.17% 1447 0 0.0% Q2 2026 Jul 21, 2026
Wagner Wealth Management, Corp History No change 6,303 654 0.53% 0.53% 1448 0 0.0% Q2 2026 Aug 10, 2026
Great Diamond Partners, LLC History No change 6,287 653 0.11% 0.11% 1449 0 0.0% Q2 2026 Jul 17, 2026
MAYPORT, LLC History No change 6,294 653 0.1% 0.1% 1450 0 0.0% Q2 2026 Aug 07, 2026
Hardin Capital Partners, LLC History Added to 6,267 651 0.32% 0.29% 1451 +237 3.93% Q3 2026 Oct 08, 2026
Clark Asset Management, LLC History No change 6,265 650 0.05% 0.05% 1452 0 0.0% Q2 2026 Jul 07, 2026
Wealthfront Advisers LLC History No change 6,255 649 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 07, 2026
Horizon Advisory Services, Inc. History No change 6,250 649 0.27% 0.27% 1454 0 0.0% Q2 2026 Aug 03, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 6,250 649 0.61% 0.61% 1455 0 0.0% Q2 2026 Aug 07, 2026
TrinityBridge Ltd History No change 6,232 647 0.02% 0.02% 1456 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History No change 6,235 647 0.1% 0.1% 1457 0 0.0% Q2 2026 Aug 03, 2026
Bangor Savings Bank History No change 6,214 645 0.05% 0.05% 1458 0 0.0% Q3 2026 Oct 06, 2026
Rose Capital Advisors LLC History No change 6,210 645 0.32% 0.32% 1459 0 0.0% Q2 2026 Aug 07, 2026
Finward Bancorp History No change 6,207 644 0.49% 0.49% 1460 0 0.0% Q2 2026 Jul 16, 2026
Advocate Investing Services LLC History No change 6,200 644 0.5% 0.5% 1461 0 0.0% Q2 2026 Jul 28, 2026
Greenwich Wealth Management LLC History No change 6,185 642 0.02% 0.02% 1462 0 0.0% Q2 2026 Aug 12, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 6,170 640 0.3% 0.3% 1463 0 0.0% Q2 2026 Sep 18, 2026
Circle Wealth Management, LLC History No change 6,166 640 0.01% 0.01% 1464 0 0.0% Q2 2026 Aug 12, 2026
Meridian Financial Partners LLC History No change 6,115 639 0.22% 0.22% 1465 0 0.0% Q2 2026 Jul 24, 2026
Monte Financial Group, LLC History No change 6,042 637 0.2% 0.2% 1466 0 0.0% Q2 2026 Aug 07, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 6,137 637 0.08% 0.08% 1467 0 0.0% Q2 2026 Jul 20, 2026
Rockwood Wealth Management, LLC History No change 6,085 632 0.04% 0.04% 1468 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 6,066 630 0.03% 0.03% 1469 0 0.0% Q2 2026 Jul 16, 2026
Cynosure Group, LLC History No change 6,069 630 0.09% 0.09% 1470 0 0.0% Q2 2026 Aug 05, 2026
Lakeshore Financial Planning, Inc. History No change 6,068 630 0.2% 0.2% 1471 0 0.0% Q2 2026 Jul 13, 2026
White Lighthouse Investment Management Inc. History No change 6,058 629 0.08% 0.08% 1472 0 0.0% Q2 2026 Aug 04, 2026
SAGE FINANCIAL GROUP INC History No change 6,023 625 0.03% 0.03% 1473 0 0.0% Q2 2026 Jul 21, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 6,018 625 0.11% 0.11% 1474 0 0.0% Q2 2026 Jul 09, 2026
Clarkston Capital Partners, LLC History No change 5,992 622 0.05% 0.05% 1475 0 0.0% Q2 2026 Aug 11, 2026
Berkeley Capital Partners, LLC History No change 5,981 621 0.13% 0.13% 1476 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 5,951 618 0.0% 0.0% 1477 0 0.0% Q2 2026 Aug 11, 2026
Taylor Hoffman Capital Management LLC History No change 5,949 617 0.15% 0.15% 1478 0 0.0% Q2 2026 Aug 11, 2026
Avestar Capital, LLC History No change 5,897 612 0.03% 0.03% 1479 0 0.0% Q2 2026 Jul 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5,950 612 0.04% 0.04% 1480 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 5,885 611 0.39% 0.39% 1481 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co History No change 5,853 608 0.02% 0.02% 1482 0 0.0% Q2 2026 Jul 28, 2026
Insight Advisors, LLC/ PA History No change 5,862 608 0.11% 0.11% 1483 0 0.0% Q2 2026 Aug 05, 2026
Forum Private Client Group LLC History No change 5,850 607 0.18% 0.18% 1484 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 5,850 607 0.03% 0.03% 1485 0 0.0% Q2 2026 Aug 04, 2026
Brookmont Capital Management History No change 5,839 606 0.33% 0.33% 1486 0 0.0% Q2 2026 Jul 24, 2026
Mission Creek Capital Partners, Inc. History No change 5,835 606 0.11% 0.11% 1487 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 5,826 605 0.08% 0.08% 1488 0 0.0% Q2 2026 Jul 31, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 5,797 602 0.12% 0.13% 1490 -282 -4.64% Q3 2026 Oct 05, 2026
Harvest Investment Services, LLC History No change 5,796 602 0.09% 0.09% 1489 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 5,706 601 0.06% 0.06% 1491 0 0.0% Q2 2026 Jul 07, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 5,781 600 0.02% 0.02% 1492 0 0.0% Q2 2026 Jul 13, 2026
Farrell Financial LLC History No change 5,776 599 0.32% 0.32% 1493 0 0.0% Q2 2026 Jul 10, 2026
MEMBERS WEALTH LLC History No change 5,769 599 0.33% 0.33% 1494 0 0.0% Q2 2026 Jul 09, 2026
Creekside Partners History No change 5,757 598 0.22% 0.22% 1495 0 0.0% Q2 2026 Jul 30, 2026
Key FInancial Inc History No change 5,748 597 0.1% 0.1% 1496 0 0.0% Q2 2026 Jul 24, 2026
Granite Bay Wealth Management, LLC History No change 5,740 596 0.05% 0.05% 1497 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 5,733 595 0.01% 0.01% 1498 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,733 595 0.01% 0.01% 1499 0 0.0% Q2 2026 Jul 29, 2026
Turn8 Private Wealth Inc. History No change 5,735 595 0.4% 0.4% 1500 0 0.0% Q2 2026 Aug 03, 2026
Trust Co History No change 5,726 594 0.05% 0.05% 1501 0 0.0% Q3 2026 Oct 09, 2026
Hamilton Wealth, LLC History No change 5,723 594 0.11% 0.11% 1502 0 0.0% Q2 2026 Aug 06, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 5,706 592 0.01% 0.01% 1503 0 0.0% Q2 2026 Aug 12, 2026
Sightline Wealth Advisors, LLC History No change 5,707 592 0.22% 0.22% 1504 0 0.0% Q2 2026 Jul 22, 2026
InTrack Investment Management Inc History No change 5,698 591 0.29% 0.29% 1505 0 0.0% Q2 2026 Jul 17, 2026
Family Office Research LLC History No change 5,695 591 0.22% 0.22% 1506 0 0.0% Q2 2026 Jul 27, 2026
Shared Vision Wealth Group LLC History No change 5,665 588 0.2% 0.2% 1507 0 0.0% Q2 2026 Jul 31, 2026
Canopy Partners, LLC History No change 5,634 585 0.18% 0.18% 1508 0 0.0% Q2 2026 Jul 22, 2026
CPC Advisors, LLC History No change 5,624 584 0.08% 0.08% 1509 0 0.0% Q2 2026 Jul 24, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 5,616 583 0.06% 0.06% 1510 0 0.0% Q2 2026 Jul 28, 2026
Samalin Investment Counsel, LLC History No change 5,609 582 0.18% 0.18% 1511 0 0.0% Q2 2026 Jul 27, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 5,601 581 0.03% 0.03% 1512 0 0.0% Q2 2026 Jul 08, 2026
Kovack Advisors, Inc. History No change 5,605 579 0.03% 0.03% 1513 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,571 578 0.01% 0.01% 1514 0 0.0% Q2 2026 Jul 14, 2026
HCR Wealth Advisors History No change 5,557 577 0.05% 0.05% 1515 0 0.0% Q2 2026 Jul 13, 2026
DDFG, Inc History No change 5,558 577 0.11% 0.11% 1516 0 0.0% Q2 2026 Jul 28, 2026
Woodside Wealth Management LLC History No change 5,560 577 0.4% 0.4% 1517 0 0.0% Q2 2026 Jul 24, 2026
Ellevest, Inc. History No change 5,522 573 0.07% 0.07% 1518 0 0.0% Q2 2026 Aug 10, 2026
OFC FINANCIAL PLANNING, LLC History No change 5,517 573 0.51% 0.51% 1519 0 0.0% Q2 2026 Aug 05, 2026
CFG Wealth Management Services, Inc. History No change 6,056 573 0.54% 0.54% 1520 0 0.0% Q2 2026 Jul 15, 2026
Financial Advisory Corp History No change 5,511 572 0.08% 0.08% 1521 0 0.0% Q2 2026 Jul 09, 2026
Magnus Financial Group LLC History No change 5,501 571 0.04% 0.04% 1522 0 0.0% Q2 2026 Jul 09, 2026
American Wealth Advisors, LLC History No change 5,499 571 0.54% 0.54% 1523 0 0.0% Q2 2026 Aug 07, 2026
Archvest Wealth Advisors, Inc. History No change 5,492 570 0.33% 0.33% 1524 0 0.0% Q2 2026 Jul 27, 2026
Mittelman Wealth Management History No change 3,268 570 0.38% 0.38% 1525 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Added to 5,484 569 0.02% 0.02% 1526 +329 6.38% Q3 2026 Oct 08, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 5,496 566 0.15% 0.15% 1527 0 0.0% Q2 2026 Jul 24, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 5,453 566 0.07% 0.07% 1528 0 0.0% Q2 2026 Jul 21, 2026
Colorado Capital Management, Inc. History No change 5,452 566 0.19% 0.19% 1529 0 0.0% Q2 2026 Jul 08, 2026
Financial Guidance Group, Inc. History No change 5,458 566 0.21% 0.21% 1530 0 0.0% Q2 2026 Jul 22, 2026
Formidable Asset Management, LLC History No change 5,814 564 0.09% 0.09% 1531 0 0.0% Q2 2026 Jul 17, 2026
Ameritas Investment Partners, Inc. History No change 5,413 562 0.01% 0.01% 1532 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History No change 5,412 562 0.06% 0.06% 1533 0 0.0% Q2 2026 Jul 21, 2026
Garner Asset Management Corp History No change 5,404 561 0.18% 0.18% 1534 0 0.0% Q2 2026 Aug 07, 2026
Tulsa Wealth Advisors, INC History No change 5,397 560 0.08% 0.08% 1535 0 0.0% Q2 2026 Aug 06, 2026
Verum Partners LLC History No change 5,378 558 0.08% 0.08% 1536 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 5,348 555 0.2% 0.2% 1537 0 0.0% Q2 2026 Jul 28, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 5,339 554 0.02% 0.02% 1538 0 0.0% Q2 2026 Aug 18, 2026
Aberdeen Wealth Management LLC History No change 5,327 553 0.27% 0.27% 1539 0 0.0% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History No change 5,329 553 0.05% 0.05% 1540 0 0.0% Q2 2026 Jul 29, 2026
Global Financial Private Client, LLC History No change 5,320 552 0.15% 0.15% 1541 0 0.0% Q2 2026 Jul 20, 2026
Alpha Zero LLC History No change 5,320 552 0.21% 0.21% 1542 0 0.0% Q2 2026 Jul 17, 2026
Adirondack Capital Advisors, LLC History No change 5,317 552 0.29% 0.3% 1543 0 0.0% Q3 2026 Oct 09, 2026
YHB Investment Advisors, Inc. History Reduced 5,282 548 0.03% 0.04% 1544 -6 -0.11% Q3 2026 Oct 08, 2026
Marion Wealth Management History No change 5,259 546 0.11% 0.11% 1545 0 0.0% Q2 2026 Jul 16, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 5,264 546 0.07% 0.07% 1546 0 0.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History No change 5,231 543 0.07% 0.07% 1547 0 0.0% Q2 2026 Jul 09, 2026
DB Fitzpatrick & Co, Inc History No change 5,223 542 0.44% 0.44% 1548 0 0.0% Q2 2026 Jul 16, 2026
PIONEER TRUST BANK N A/OR History No change 5,200 540 0.12% 0.12% 1549 0 0.0% Q2 2026 Jul 22, 2026
KWB Wealth History No change 5,201 540 0.05% 0.05% 1550 0 0.0% Q2 2026 Jul 10, 2026
Advantage Trust Co History No change 5,190 539 0.19% 0.19% 1551 0 0.0% Q2 2026 Jul 17, 2026
Norway Savings Bank History No change 5,180 538 0.23% 0.23% 1552 0 0.0% Q2 2026 Jul 08, 2026
Petersen Hastings Wealth Advisors Inc. History No change 5,183 538 0.05% 0.05% 1553 0 0.0% Q2 2026 Jul 17, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,179 537 0.19% 0.19% 1554 0 0.0% Q2 2026 Aug 07, 2026
OAK FAMILY ADVISORS, LLC History No change 5,175 537 0.14% 0.14% 1555 0 0.0% Q2 2026 Jul 20, 2026
Frisch Financial Group, Inc. History No change 5,166 536 0.09% 0.09% 1556 0 0.0% Q2 2026 Aug 14, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 5,154 535 0.43% 0.43% 1557 0 0.0% Q2 2026 Aug 06, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,128 532 0.04% 0.04% 1558 0 0.0% Q2 2026 Jul 28, 2026
Quadcap Wealth Management, LLC History No change 5,124 532 0.05% 0.05% 1559 0 0.0% Q2 2026 Jul 31, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 5,143 531 0.1% 0.1% 1560 0 0.0% Q2 2026 Jul 27, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 5,108 530 0.36% 0.36% 1561 0 0.0% Q2 2026 Jul 15, 2026
Forum Financial Management, LP History No change 5,091 528 0.01% 0.01% 1562 0 0.0% Q2 2026 Jul 23, 2026
Weaver Consulting Group History Added to 5,076 527 0.1% 0.11% 1563 +102 2.05% Q3 2026 Oct 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 5,070 526 0.1% 0.1% 1564 0 0.0% Q2 2026 Jul 21, 2026
WestHill Financial Advisors, Inc. History No change 5,054 525 0.09% 0.09% 1565 0 0.0% Q2 2026 Jul 21, 2026
Climber Capital SA History No change 5,070 525 0.32% 0.32% 1566 0 0.0% Q2 2026 Jul 22, 2026
Gallacher Capital Management LLC History No change 5,046 524 0.29% 0.29% 1567 0 0.0% Q2 2026 Jul 16, 2026
Arlington Financial Advisors, LLC History No change 5,040 523 0.07% 0.07% 1568 0 0.0% Q2 2026 Jul 22, 2026
Piedmont Capital Management, LLC/NC History No change 5,038 523 0.32% 0.32% 1569 0 0.0% Q2 2026 Aug 13, 2026
DUNCKER STREETT & CO INC History No change 5,016 521 0.09% 0.09% 1570 0 0.0% Q2 2026 Jul 28, 2026
COFG Advisors, LLC History No change 5,018 521 0.09% 0.09% 1571 0 0.0% Q2 2026 Aug 14, 2026
Telos Capital Management, Inc. History No change 5,009 520 0.05% 0.05% 1572 0 0.0% Q2 2026 Jul 22, 2026
Meridian Financial Advisors, LLC History No change 5,013 520 0.25% 0.25% 1573 0 0.0% Q2 2026 Jul 22, 2026
Itau Unibanco Holding S.A. History No change 5,000 519 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 14, 2026
Citizens National Bank Trust Department History No change 5,005 519 0.08% 0.08% 1575 0 0.0% Q2 2026 Jul 22, 2026
Forza Wealth Management, LLC History No change 5,000 519 0.16% 0.16% 1576 0 0.0% Q2 2026 Jul 17, 2026
WEALTH ALLIANCE, LLC History No change 4,983 517 0.04% 0.04% 1577 0 0.0% Q2 2026 Aug 11, 2026
ACIMA PRIVATE WEALTH, LLC History No change 4,970 516 0.15% 0.15% 1578 0 0.0% Q3 2026 Oct 05, 2026
Lewis Asset Management, LLC History No change 4,969 516 0.18% 0.18% 1579 0 0.0% Q2 2026 Jul 21, 2026
Schrum Private Wealth Management LLC History No change 6,205 513 0.53% 0.53% 1580 0 0.0% Q2 2026 Aug 10, 2026
Clientfirst Wealth Management, LLC History No change 4,930 512 0.42% 0.42% 1581 0 0.0% Q2 2026 Jul 30, 2026
LJI Wealth Management, LLC History No change 4,935 512 0.07% 0.07% 1582 0 0.0% Q2 2026 Jul 31, 2026
Ipswich Investment Management Co., Inc. History No change 4,923 511 0.11% 0.11% 1583 0 0.0% Q2 2026 Jul 16, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 4,915 511 0.36% 0.35% 1584 0 0.0% Q3 2026 Oct 09, 2026
Occidental Asset Management, LLC History No change 4,895 508 0.05% 0.05% 1585 0 0.0% Q2 2026 Aug 07, 2026
Gradient Capital Advisors, LLC History No change 4,885 507 0.12% 0.12% 1586 0 0.0% Q2 2026 Jul 13, 2026
Delta Investment Management, LLC History No change 4,873 506 0.08% 0.08% 1587 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 4,847 503 0.03% 0.03% 1588 0 0.0% Q2 2026 Aug 06, 2026
Northside Capital Management, LLC History No change 4,833 502 0.04% 0.04% 1589 0 0.0% Q2 2026 Jul 10, 2026
First National Advisers, LLC History No change 4,828 501 0.07% 0.07% 1590 0 0.0% Q2 2026 Jul 21, 2026
TOWER BRIDGE ADVISORS History No change 4,806 499 0.05% 0.05% 1591 0 0.0% Q2 2026 Aug 12, 2026
CNB Bank History No change 4,798 498 0.19% 0.19% 1592 0 0.0% Q2 2026 Aug 06, 2026
Valued Retirements, Inc. History No change 4,796 498 0.45% 0.45% 1593 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 4,800 498 0.06% 0.06% 1594 0 0.0% Q2 2026 Aug 13, 2026
DBK Financial Counsel, LLC History No change 4,781 496 0.42% 0.42% 1595 0 0.0% Q2 2026 Jul 21, 2026
Koss-Olinger Consulting, LLC History No change 4,763 494 0.04% 0.04% 1596 0 0.0% Q2 2026 Aug 10, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,738 492 0.13% 0.13% 1597 0 0.0% Q2 2026 Aug 07, 2026
Regent Peak Wealth Advisors LLC History No change 4,742 492 0.09% 0.09% 1598 0 0.0% Q2 2026 Jul 10, 2026
OneAscent Financial Services LLC History No change 4,728 491 0.02% 0.02% 1599 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 4,733 491 0.03% 0.03% 1600 0 0.0% Q2 2026 Aug 04, 2026
Tradition Wealth Management, LLC History No change 4,721 490 0.03% 0.03% 1601 0 0.0% Q2 2026 Aug 11, 2026
Sound Stewardship, LLC History No change 4,720 490 0.2% 0.2% 1602 0 0.0% Q2 2026 Jul 13, 2026
ARGUS INVESTORS' COUNSEL, INC. History Added to 4,713 489 0.38% 0.37% 1603 +68 1.46% Q3 2026 Oct 09, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,703 488 0.14% 0.14% 1604 0 0.0% Q2 2026 Jul 31, 2026
Wealth Dimensions Group, Ltd. History No change 4,691 487 0.09% 0.09% 1605 0 0.0% Q2 2026 Jul 22, 2026
CORA CAPITAL ADVISORS LLC History No change 4,695 487 0.14% 0.14% 1606 0 0.0% Q2 2026 Jul 24, 2026
Councilmark Asset Management, LLC History No change 4,680 486 0.26% 0.26% 1607 0 0.0% Q2 2026 Aug 11, 2026
Valley Financial Group, Inc. History No change 4,674 485 0.24% 0.24% 1608 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 4,666 484 0.06% 0.06% 1609 0 0.0% Q2 2026 Jul 20, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 4,656 483 0.08% 0.08% 1610 0 0.0% Q2 2026 Aug 10, 2026
TRB Wealth Management, LLC History No change 4,642 482 0.06% 0.06% 1611 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 4,626 480 0.0% 0.0% 1612 0 0.0% Q2 2026 Aug 11, 2026
OMNI 360 Wealth, Inc. History No change 4,625 480 0.22% 0.22% 1613 0 0.0% Q2 2026 Jul 13, 2026
Sound Portfolio Advisors, LLC History No change 4,628 480 0.34% 0.34% 1614 0 0.0% Q2 2026 Aug 06, 2026
Ground Swell Capital, LLC History No change 4,616 479 0.52% 0.52% 1615 0 0.0% Q2 2026 Aug 05, 2026
Wealth Architects, LLC History No change 4,570 474 0.04% 0.04% 1616 0 0.0% Q2 2026 Jul 23, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 4,408 473 0.28% 0.28% 1617 0 0.0% Q2 2026 Aug 07, 2026
Integris Wealth Management, LLC History No change 4,540 471 0.1% 0.1% 1618 0 0.0% Q2 2026 Jul 10, 2026
TCW GROUP INC History No change 4,530 470 0.0% 0.0% 1619 0 0.0% Q2 2026 Aug 03, 2026
Landmark Wealth Management, LLC History No change 4,524 470 0.11% 0.11% 1620 0 0.0% Q2 2026 Aug 10, 2026
Elequin Capital, LP History No change 4,529 470 0.01% 0.01% 1621 0 0.0% Q2 2026 Aug 13, 2026
Vawter Financial, Ltd. History No change 4,531 470 0.18% 0.18% 1622 0 0.0% Q2 2026 Jul 24, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 4,519 469 0.12% 0.12% 1623 0 0.0% Q2 2026 Jul 24, 2026
BANK OF STOCKTON History No change 4,510 468 0.13% 0.13% 1624 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 4,514 468 0.02% 0.02% 1625 0 0.0% Q2 2026 Jul 17, 2026
Welch Group, LLC History No change 4,500 467 0.02% 0.02% 1626 0 0.0% Q2 2026 Jul 23, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,500 467 0.17% 0.17% 1627 0 0.0% Q2 2026 Jul 21, 2026
Financial Partners Group, Inc History No change 4,493 466 0.05% 0.05% 1628 0 0.0% Q2 2026 Jul 23, 2026
Capital Asset Managemnet, LLC History No change 4,478 465 1.05% 1.05% 1629 0 0.0% Q2 2026 Jul 24, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,415 458 0.04% 0.04% 1630 0 0.0% Q2 2026 Jul 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 4,393 456 0.08% 0.08% 1631 0 0.0% Q2 2026 Aug 14, 2026
VISTA CAPITAL PARTNERS, INC. History No change 4,388 455 0.04% 0.04% 1632 0 0.0% Q2 2026 Jul 23, 2026
North Berkeley Wealth Management, LLC History No change 4,383 455 0.18% 0.18% 1633 0 0.0% Q2 2026 Jul 28, 2026
Decker Wealth Management LLC History No change 4,386 455 0.09% 0.1% 1634 0 0.0% Q3 2026 Oct 09, 2026
Westfuller Advisors, LLC History No change 4,362 453 0.16% 0.16% 1635 0 0.0% Q2 2026 Jul 29, 2026
Gibson Capital, LLC History No change 4,357 452 0.07% 0.07% 1636 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 4,350 451 0.1% 0.1% 1637 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,323 449 0.1% 0.1% 1638 0 0.0% Q2 2026 Jul 22, 2026
MKT Advisors LLC History No change 4,312 449 0.14% 0.14% 1639 0 0.0% Q2 2026 Jul 09, 2026
Transcendent Capital Group LLC History No change 4,331 449 0.17% 0.17% 1640 0 0.0% Q2 2026 Aug 05, 2026
WEST BANCORPORATION INC History No change 4,309 447 0.19% 0.19% 1641 0 0.0% Q2 2026 Jul 23, 2026
Timonier Family Office, LTD. History No change 4,312 447 0.13% 0.13% 1642 0 0.0% Q2 2026 Aug 03, 2026
Cohen Klingenstein LLC History No change 4,300 446 0.01% 0.01% 1643 0 0.0% Q2 2026 Jul 15, 2026
Olde Wealth Management, LLC History No change 4,297 446 0.13% 0.13% 1644 0 0.0% Q2 2026 Aug 13, 2026
SMH CAPITAL ADVISORS INC History No change 4,282 444 1.74% 1.74% 1645 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 4,278 444 0.04% 0.04% 1646 0 0.0% Q2 2026 Aug 10, 2026
3 FACTOR INDEXING, LLC History No change 4,273 443 0.37% 0.37% 1647 0 0.0% Q2 2026 Jul 08, 2026
WOLFF WIESE MAGANA LLC History No change 4,250 441 0.2% 0.2% 1648 0 0.0% Q2 2026 Jul 13, 2026
BANQUE PICTET & CIE SA History No change 4,236 440 0.0% 0.0% 1649 0 0.0% Q2 2026 Jul 24, 2026
Plum Street Advisors, LLC History No change 4,221 438 0.14% 0.14% 1650 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 4,215 437 0.04% 0.04% 1651 0 0.0% Q2 2026 Jul 22, 2026
Carrera Capital Advisors History No change 4,209 437 0.06% 0.06% 1652 0 0.0% Q2 2026 Aug 03, 2026
Financial Alternatives, Inc History No change 4,200 436 0.21% 0.21% 1653 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,192 435 0.06% 0.06% 1654 0 0.0% Q2 2026 Jul 21, 2026
Navigate Wealth Management, LLC History No change 4,214 435 0.27% 0.27% 1655 0 0.0% Q2 2026 Jul 23, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,172 433 0.11% 0.11% 1656 0 0.0% Q2 2026 Jul 20, 2026
FourThought Financial Partners, LLC History No change 4,160 432 0.03% 0.03% 1657 0 0.0% Q2 2026 Aug 12, 2026
Storgate, LLC History No change 4,167 432 0.09% 0.09% 1658 0 0.0% Q2 2026 Aug 12, 2026
CORTLAND ASSOCIATES INC/MO History No change 4,151 431 0.06% 0.06% 1659 0 0.0% Q2 2026 Jul 28, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,155 431 0.09% 0.09% 1660 0 0.0% Q2 2026 Aug 12, 2026
Financial Insights, Inc. History No change 4,158 431 0.11% 0.11% 1661 0 0.0% Q2 2026 Aug 25, 2026
CHAPIN DAVIS, INC. History Reduced 4,147 430 0.08% 0.09% 1662 -770 -15.66% Q3 2026 Oct 08, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,138 429 0.01% 0.01% 1663 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investment Services, LLC History No change 4,122 428 0.12% 0.12% 1664 0 0.0% Q2 2026 Aug 06, 2026
ARQ WEALTH ADVISORS, LLC History No change 4,114 428 0.05% 0.05% 1665 0 0.0% Q2 2026 Jul 24, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 4,112 427 0.3% 0.3% 1666 0 0.0% Q2 2026 Aug 10, 2026
M Wealth Management, LLC History No change 4,111 427 0.34% 0.34% 1667 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 4,102 426 0.03% 0.03% 1668 0 0.0% Q2 2026 Aug 14, 2026
Boston Common Asset Management, LLC History No change 4,095 425 0.03% 0.03% 1669 0 0.0% Q2 2026 Jul 21, 2026
Trivant Custom Portfolio Group, LLC History No change 4,093 425 0.23% 0.23% 1670 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 4,075 423 0.05% 0.05% 1671 0 0.0% Q2 2026 Jul 14, 2026
Advisors Capital Management, LLC History No change 4,069 422 0.0% 0.0% 1672 0 0.0% Q2 2026 Aug 11, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 4,050 421 0.02% 0.02% 1673 0 0.0% Q2 2026 Jul 27, 2026
Park Place Capital Corp History No change 4,057 421 0.07% 0.07% 1674 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 4,045 420 0.02% 0.02% 1675 0 0.0% Q2 2026 Aug 07, 2026
DeLarme Wealth Management, Inc. History No change 4,052 420 0.24% 0.24% 1676 0 0.0% Q2 2026 Aug 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,028 418 0.01% 0.01% 1677 0 0.0% Q2 2026 Aug 05, 2026
Financial Management Professionals, Inc. History No change 4,033 418 0.04% 0.04% 1678 0 0.0% Q2 2026 Jul 09, 2026
S.A. Mason LLC History No change 4,024 418 0.13% 0.13% 1679 0 0.0% Q2 2026 Jul 31, 2026
TRUE Private Wealth Advisors History No change 4,022 417 0.04% 0.04% 1680 0 0.0% Q2 2026 Jul 23, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 4,013 416 0.06% 0.06% 1681 0 0.0% Q2 2026 Aug 13, 2026
Arkos Global Advisors History No change 4,000 416 0.05% 0.05% 1682 0 0.0% Q2 2026 Aug 14, 2026
North Capital, Inc. History No change 4,006 416 0.31% 0.31% 1683 0 0.0% Q2 2026 Jul 14, 2026
SEARLE & CO. History No change 4,000 415 0.09% 0.09% 1684 0 0.0% Q2 2026 Jul 27, 2026
Godshalk Welsh Capital Management, Inc. History No change 4,000 415 0.22% 0.22% 1685 0 0.0% Q2 2026 Aug 14, 2026
BURLING WEALTH PARTNERS, LLC History No change 3,999 415 0.06% 0.06% 1686 0 0.0% Q2 2026 Aug 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,995 415 0.05% 0.05% 1687 0 0.0% Q2 2026 Aug 12, 2026
Sendero Wealth Management, LLC History No change 3,988 414 0.04% 0.04% 1688 0 0.0% Q2 2026 Aug 04, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 3,980 413 0.03% 0.03% 1689 0 0.0% Q2 2026 Jul 28, 2026
JPL Wealth Management, LLC History No change 3,965 411 0.08% 0.08% 1690 0 0.0% Q2 2026 Aug 13, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,950 410 0.03% 0.03% 1691 0 0.0% Q2 2026 Aug 10, 2026
Foster Victor Wealth Advisors, LLC History No change 3,953 410 0.02% 0.02% 1692 0 0.0% Q2 2026 Jul 22, 2026
Praetorian Wealth Management, Inc. History No change 3,947 410 0.07% 0.07% 1693 0 0.0% Q2 2026 Jul 07, 2026
Morton Capital Management LLC/CA History No change 3,948 410 0.06% 0.06% 1694 0 0.0% Q2 2026 Jul 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,941 409 0.13% 0.13% 1695 0 0.0% Q2 2026 Jul 16, 2026
Asset Allocation & Management Company, LLC History No change 3,930 408 0.13% 0.13% 1696 0 0.0% Q2 2026 Jul 15, 2026
Redhawk Wealth Advisors, Inc. History No change 3,934 408 0.04% 0.04% 1697 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 3,935 408 0.05% 0.05% 1698 0 0.0% Q2 2026 Jul 27, 2026
Werba Rubin Papier Wealth Management History No change 3,934 408 0.05% 0.05% 1699 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Money Management Services LLC History No change 3,937 408 0.26% 0.26% 1700 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 3,890 404 0.06% 0.06% 1701 0 0.0% Q2 2026 Jul 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 3,886 403 0.26% 0.25% 1702 0 0.0% Q3 2026 Oct 07, 2026
CPA Asset Management Group, LLC History No change 3,875 402 0.12% 0.12% 1703 0 0.0% Q2 2026 Jul 09, 2026
Bull Street Advisors, LLC History No change 3,853 400 0.18% 0.18% 1704 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History Added to 3,846 399 0.14% 0.12% 1705 +181 4.94% Q3 2026 Oct 08, 2026
Ballast Rock Private Wealth LLC History No change 3,840 398 0.18% 0.18% 1706 0 0.0% Q2 2026 Aug 10, 2026
Baldwin Investment Management, LLC History No change 3,825 397 0.04% 0.04% 1707 0 0.0% Q2 2026 Jul 28, 2026
Downshift Financial, LLC History No change 3,831 397 0.18% 0.18% 1708 0 0.0% Q2 2026 Aug 12, 2026
Green Ridge Wealth Planning LLC History Reduced 3,813 396 0.16% 0.17% 1710 -35 -0.91% Q3 2026 Oct 08, 2026
Family Manage LLC History No change 3,820 396 0.04% 0.04% 1709 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,820 396 0.11% 0.11% 1711 0 0.0% Q2 2026 Aug 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 3,811 395 0.02% 0.02% 1712 0 0.0% Q2 2026 Jul 31, 2026
Wagner Wealth Management, LLC History No change 3,799 394 0.07% 0.07% 1713 0 0.0% Q2 2026 Jul 24, 2026
Lakeridge Wealth Management LLC History No change 3,802 394 0.14% 0.14% 1714 0 0.0% Q2 2026 Jul 14, 2026
Symphony Financial, Ltd. Co. History No change 3,788 393 0.04% 0.04% 1715 0 0.0% Q2 2026 Aug 03, 2026
Invesco Ltd. History No change 3,778 392 0.0% 0.0% 1716 0 0.0% Q2 2026 Aug 14, 2026
New Covenant Trust Company, N.A. History No change 3,772 391 0.27% 0.29% 1717 0 0.0% Q3 2026 Oct 08, 2026
Evernest Financial Advisors, LLC History No change 3,758 390 0.08% 0.08% 1718 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 3,745 389 0.02% 0.02% 1719 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 3,728 387 0.04% 0.04% 1720 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Group, LLC History No change 3,718 386 0.03% 0.03% 1721 0 0.0% Q2 2026 Aug 10, 2026
Cottage Street Advisors LLC History No change 3,700 383 0.15% 0.15% 1722 0 0.0% Q2 2026 Jul 20, 2026
Hibernia Wealth Partners, LLC History No change 3,691 383 0.21% 0.21% 1723 0 0.0% Q2 2026 Jul 23, 2026
BBR PARTNERS, LLC History No change 3,686 382 0.02% 0.02% 1724 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 3,675 381 0.14% 0.14% 1725 0 0.0% Q2 2026 Jul 30, 2026
Next Level Private LLC History No change 3,669 381 0.07% 0.07% 1726 0 0.0% Q2 2026 Jul 09, 2026
American Investment Services, Inc. History No change 3,655 379 0.08% 0.08% 1727 0 0.0% Q2 2026 Aug 12, 2026
Hopwood Nicholas Hunter History No change 3,643 378 0.1% 0.1% 1728 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 3,636 377 0.07% 0.07% 1729 0 0.0% Q2 2026 Aug 14, 2026
Davidson Kahn Capital Management, LLC History No change 3,634 377 0.16% 0.16% 1730 0 0.0% Q2 2026 Jul 14, 2026
Obermeyer Wealth Partners History No change 3,629 376 0.02% 0.02% 1731 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Advisors, Inc. History No change 3,620 376 0.08% 0.08% 1732 0 0.0% Q2 2026 Jul 17, 2026
Vermillion Wealth Management, Inc. History No change 3,616 375 0.09% 0.09% 1733 0 0.0% Q2 2026 Jul 15, 2026
M.E. ALLISON & CO., INC. History No change 3,602 374 0.21% 0.22% 1734 0 0.0% Q3 2026 Oct 08, 2026
Summa Corp. History No change 3,601 374 0.12% 0.12% 1735 0 0.0% Q2 2026 Aug 06, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 3,592 373 0.02% 0.02% 1736 0 0.0% Q2 2026 Aug 05, 2026
Rockbridge Investment Management, LCC History No change 3,593 373 0.03% 0.03% 1737 0 0.0% Q2 2026 Aug 14, 2026
RTD Financial Advisors, Inc. History Reduced 3,572 371 0.04% 0.05% 1739 -791 -18.13% Q3 2026 Oct 09, 2026
HM PAYSON & CO History No change 3,580 371 0.0% 0.0% 1738 0 0.0% Q2 2026 Jul 17, 2026
Pines Wealth Management, LLC History No change 3,576 371 0.11% 0.11% 1740 0 0.0% Q2 2026 Jul 22, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 3,564 370 0.15% 0.15% 1742 -45 -1.25% Q3 2026 Oct 06, 2026
Signal Advisors Wealth, LLC History No change 3,564 370 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,554 369 0.09% 0.09% 1743 0 0.0% Q2 2026 Aug 10, 2026
OPTIMA CAPITAL LLC History No change 3,557 369 0.15% 0.15% 1744 0 0.0% Q2 2026 Jul 24, 2026
Accurate Wealth Management, LLC History No change 3,535 368 0.04% 0.04% 1745 0 0.0% Q2 2026 Jul 14, 2026
GOLDEN ROAD ADVISORS LLC History No change 3,542 367 0.18% 0.18% 1746 0 0.0% Q2 2026 Aug 07, 2026
Phocas Financial Corp. History No change 3,520 365 0.05% 0.05% 1747 0 0.0% Q2 2026 Jul 30, 2026
McClarren Financial Advisors, Inc. History No change 3,523 365 0.19% 0.19% 1748 0 0.0% Q2 2026 Jul 17, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,522 365 0.03% 0.03% 1749 0 0.0% Q2 2026 Jul 28, 2026
JGP Wealth Management, LLC History No change 3,496 363 0.03% 0.03% 1750 0 0.0% Q2 2026 Jul 07, 2026
Financial Perspectives, Inc History No change 3,503 363 0.09% 0.09% 1751 0 0.0% Q2 2026 Jul 24, 2026
CCG WEALTH MANAGEMENT, LLC History No change 3,491 362 0.08% 0.08% 1752 0 0.0% Q2 2026 Aug 07, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 3,481 361 0.3% 0.3% 1753 0 0.0% Q2 2026 Jul 21, 2026
Outlook Wealth Advisors, LLC History No change 3,472 360 0.08% 0.08% 1754 0 0.0% Q2 2026 Aug 03, 2026
AMI INVESTMENT MANAGEMENT INC History No change 3,460 359 0.08% 0.08% 1755 0 0.0% Q2 2026 Jul 15, 2026
Index Fund Advisors, Inc. History No change 3,464 359 0.01% 0.01% 1756 0 0.0% Q2 2026 Aug 12, 2026
Alta Wealth Advisors LLC History No change 3,461 359 0.1% 0.1% 1757 0 0.0% Q2 2026 Jul 30, 2026
Philip James Wealth Mangement, LLC History No change 3,462 359 0.04% 0.04% 1758 0 0.0% Q2 2026 Jul 27, 2026
Capital Management Associates, Inc History No change 3,464 359 0.07% 0.07% 1759 0 0.0% Q2 2026 Jul 22, 2026
Eldridge Investment Advisors, Inc. History No change 3,452 358 0.07% 0.07% 1760 0 0.0% Q2 2026 Aug 10, 2026
Morling Financial Advisors, LLC History No change 3,443 357 0.1% 0.1% 1761 0 0.0% Q2 2026 Aug 06, 2026
Alexander Randolph Advisory, Inc. History No change 3,432 356 0.29% 0.29% 1762 0 0.0% Q2 2026 Aug 05, 2026
Center for Financial Planning, Inc. History No change 3,432 356 0.03% 0.03% 1763 0 0.0% Q2 2026 Jul 21, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 3,416 354 0.09% 0.09% 1764 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 3,400 353 0.02% 0.02% 1765 0 0.0% Q2 2026 Jul 31, 2026
ARWA LLC History No change 3,406 353 0.15% 0.15% 1766 0 0.0% Q2 2026 Jul 24, 2026
Livet Wealth, LLC History No change 3,389 352 0.2% 0.2% 1767 0 0.0% Q2 2026 Jul 28, 2026
TCP Asset Management, LLC History No change 3,373 350 0.04% 0.04% 1768 0 0.0% Q2 2026 Jul 15, 2026
Andrews Advisory Associates, LLC History No change 3,372 350 0.17% 0.17% 1769 0 0.0% Q2 2026 Jul 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 3,368 349 0.02% 0.02% 1770 0 0.0% Q2 2026 Aug 04, 2026
Bigelow Investment Advisors, LLC History No change 3,364 349 0.13% 0.13% 1771 0 0.0% Q2 2026 Jul 30, 2026
Kathmere Capital Management, LLC History No change 3,358 348 0.02% 0.02% 1772 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 3,353 348 0.04% 0.04% 1773 0 0.0% Q2 2026 Jul 22, 2026
Parsonex Advisory Services, Inc. History No change 3,354 348 0.3% 0.3% 1774 0 0.0% Q2 2026 Aug 10, 2026
Cardinal Capital Management History No change 3,347 347 0.04% 0.04% 1775 0 0.0% Q2 2026 Jul 21, 2026
Proficio Capital Partners LLC History No change 3,343 347 0.01% 0.01% 1776 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 3,334 346 0.03% 0.03% 1777 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 3,325 345 0.04% 0.04% 1778 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 3,314 344 0.04% 0.04% 1779 0 0.0% Q2 2026 Jul 23, 2026
BIRCHBROOK, INC. History No change 3,309 343 0.16% 0.16% 1780 0 0.0% Q2 2026 Jul 08, 2026
Triangle Securities Wealth Management History No change 3,424 342 0.07% 0.07% 1781 0 0.0% Q2 2026 Jul 14, 2026
Accel Wealth Management History No change 3,298 342 0.08% 0.08% 1782 0 0.0% Q2 2026 Jul 10, 2026
Cooper Financial Group History Reduced 3,289 341 0.03% 0.03% 1783 -203 -5.81% Q3 2026 Oct 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,268 339 0.01% 0.01% 1784 0 0.0% Q2 2026 Jul 21, 2026
Acumen Wealth Advisors, LLC History No change 3,267 339 0.07% 0.07% 1785 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 3,266 339 0.04% 0.04% 1786 0 0.0% Q2 2026 Aug 11, 2026
United Asset Strategies, Inc. History No change 3,260 338 0.02% 0.02% 1787 0 0.0% Q2 2026 Jul 13, 2026
MOTIVE WEALTH ADVISORS History No change 3,247 337 0.14% 0.14% 1788 0 0.0% Q2 2026 Jul 20, 2026
Joseph Group Capital Management History No change 3,249 337 0.07% 0.07% 1789 0 0.0% Q2 2026 Aug 06, 2026
BALANCED WEALTH GROUP LLC History No change 3,249 337 0.11% 0.11% 1790 0 0.0% Q2 2026 Aug 10, 2026
Uptown Financial Advisors LLC History No change 3,253 337 0.22% 0.22% 1791 0 0.0% Q2 2026 Jul 10, 2026
BankPlus Trust Department History No change 3,244 336 0.08% 0.08% 1792 0 0.0% Q2 2026 Jul 28, 2026
Marble Wealth, LLC History No change 3,244 336 0.05% 0.05% 1793 0 0.0% Q2 2026 Aug 07, 2026
Successful Portfolios LLC History No change 3,228 335 0.15% 0.16% 1794 0 0.0% Q3 2026 Oct 09, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,232 335 0.04% 0.04% 1795 0 0.0% Q2 2026 Aug 10, 2026
RIVERSEDGE ADVISORS, LLC History No change 3,225 335 0.04% 0.04% 1796 0 0.0% Q3 2026 Oct 09, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 3,225 335 0.16% 0.16% 1797 0 0.0% Q2 2026 Aug 12, 2026
HOLDERNESS INVESTMENTS CO History No change 3,217 334 0.06% 0.06% 1798 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 3,172 334 0.07% 0.07% 1799 0 0.0% Q2 2026 Aug 06, 2026
Beta Wealth Group, Inc. History No change 3,219 334 0.13% 0.13% 1800 0 0.0% Q2 2026 Jul 24, 2026
Icon Wealth Advisors, LLC History No change 3,219 334 0.02% 0.02% 1801 0 0.0% Q2 2026 Aug 05, 2026
Armstrong, Fleming & Moore, Inc History No change 3,221 334 0.11% 0.11% 1802 0 0.0% Q2 2026 Jul 28, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 3,210 333 0.02% 0.02% 1803 0 0.0% Q2 2026 Aug 06, 2026
WATERSHED PRIVATE WEALTH LLC History No change 3,205 332 0.09% 0.09% 1804 0 0.0% Q2 2026 Jul 17, 2026
PGIM Custom Harvest LLC History No change 3,192 331 0.0% 0.0% 1805 0 0.0% Q2 2026 Aug 13, 2026
SEMITAM BONAM LLC History No change 3,191 331 0.24% 0.24% 1806 0 0.0% Q2 2026 Jul 24, 2026
Echo45 Advisors LLC History New 3,179 330 0.15% — 1810 +3,179 New Q3 2026 Oct 07, 2026
Westside Investment Management, Inc. History No change 3,185 330 0.04% 0.04% 1807 0 0.0% Q2 2026 Jul 27, 2026
TPG Advisors LLC History No change 3,185 330 0.18% 0.18% 1808 0 0.0% Q2 2026 Jul 29, 2026
GatePass Capital, LLC History No change 3,182 330 0.13% 0.13% 1809 0 0.0% Q2 2026 Jul 30, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 3,175 329 0.03% 0.03% 1811 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History No change 3,168 329 0.12% 0.12% 1812 0 0.0% Q2 2026 Jul 16, 2026
Cooksen Wealth, LLC History No change 3,165 328 0.21% 0.21% 1813 0 0.0% Q2 2026 Jul 30, 2026
Elser Financial Planning, Inc History No change 3,163 328 0.01% 0.01% 1814 0 0.0% Q2 2026 Jul 14, 2026
Sovran Advisors, LLC History No change 3,159 328 0.02% 0.02% 1815 0 0.0% Q2 2026 Jul 29, 2026
Facet Wealth, Inc. History No change 3,156 327 0.0% 0.0% 1816 0 0.0% Q2 2026 Jul 27, 2026
Petix & Botte Co History No change 3,154 327 0.07% 0.07% 1817 0 0.0% Q2 2026 Aug 04, 2026
PACK Private Wealth, LLC History No change 3,149 327 0.14% 0.14% 1818 0 0.0% Q2 2026 Aug 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,133 325 0.04% 0.04% 1819 0 0.0% Q2 2026 Jul 09, 2026
WILLNER & HELLER, LLC History No change 3,131 325 0.2% 0.2% 1820 0 0.0% Q2 2026 Jul 07, 2026
Northstar Advisory Group, LLC History No change 3,113 323 0.1% 0.1% 1821 0 0.0% Q2 2026 Jul 14, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,100 322 0.17% 0.17% 1822 0 0.0% Q2 2026 Jul 24, 2026
Argentarii, LLC History No change 2,980 322 0.1% 0.1% 1823 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 3,097 321 0.03% 0.03% 1824 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 3,095 321 0.07% 0.07% 1825 0 0.0% Q2 2026 Jul 24, 2026
FC Advisory LLC History No change 3,085 320 0.08% 0.08% 1826 0 0.0% Q3 2026 Oct 05, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 3,073 319 0.06% 0.06% 1827 0 0.0% Q2 2026 Jul 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 3,073 319 0.0% 0.0% 1828 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 3,080 319 0.01% 0.01% 1829 0 0.0% Q2 2026 Aug 07, 2026
Sunpointe, LLC History No change 3,079 319 0.09% 0.09% 1830 0 0.0% Q2 2026 Jul 24, 2026
J.P. Marvel Investment Advisors, LLC History No change 3,069 318 0.04% 0.04% 1831 0 0.0% Q2 2026 Jul 31, 2026
Yoffe Investment Management, LLC History No change 3,068 318 0.36% 0.36% 1832 0 0.0% Q2 2026 Jul 09, 2026
Galvin, Gaustad & Stein, LLC History Reduced 3,035 315 0.02% 0.02% 1833 -205 -6.33% Q3 2026 Oct 08, 2026
RAM Investment Partners, LLC History No change 3,041 315 0.05% 0.05% 1834 0 0.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,024 314 0.07% 0.07% 1835 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 3,029 314 0.03% 0.03% 1836 0 0.0% Q3 2026 Oct 07, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,031 314 0.16% 0.16% 1837 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 3,022 313 0.13% 0.13% 1838 0 0.0% Q2 2026 Aug 13, 2026
Smith Salley Wealth Management History No change 3,007 312 0.01% 0.01% 1839 0 0.0% Q2 2026 Jul 23, 2026
Centurion Wealth Management LLC History No change 2,999 311 0.07% 0.07% 1840 0 0.0% Q2 2026 Jul 09, 2026
Sharkey, Howes & Javer History No change 2,977 309 0.04% 0.04% 1841 0 0.0% Q2 2026 Jul 09, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 2,975 309 0.27% 0.27% 1842 0 0.0% Q2 2026 Jul 14, 2026
Certified Advisory Corp History No change 2,972 308 0.02% 0.02% 1843 0 0.0% Q2 2026 Jul 16, 2026
Pinion Investment Advisors, LLC History No change 2,951 306 0.06% 0.06% 1844 0 0.0% Q2 2026 Aug 06, 2026
CBIZ Investment Advisory Services, LLC History No change 2,996 306 0.01% 0.01% 1845 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 2,946 306 0.07% 0.07% 1846 0 0.0% Q2 2026 Jul 28, 2026
Global View Capital Management LLC History No change 2,939 305 0.06% 0.06% 1847 0 0.0% Q2 2026 Jul 23, 2026
TritonPoint Partners, LLC History No change 2,927 304 0.03% 0.03% 1848 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 2,918 303 0.0% 0.0% 1849 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Advisory Group LLC History No change 2,921 303 0.02% 0.02% 1850 0 0.0% Q2 2026 Jul 17, 2026
Institute for Wealth Management, LLC. History No change 2,901 301 0.03% 0.03% 1851 0 0.0% Q2 2026 Jul 28, 2026
Berger Financial Group, Inc History No change 2,904 301 0.02% 0.02% 1852 0 0.0% Q2 2026 Aug 04, 2026
Windward Private Wealth Management Inc. History No change 2,902 301 0.1% 0.1% 1853 0 0.0% Q2 2026 Aug 04, 2026
Merited Wealth, LLC History No change 2,896 300 0.21% 0.21% 1854 0 0.0% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History No change 2,876 298 0.06% 0.06% 1855 0 0.0% Q2 2026 Aug 06, 2026
BCS Private Wealth Management, Inc. History No change 2,854 296 0.09% 0.09% 1856 0 0.0% Q2 2026 Jul 31, 2026
LVW Advisors, LLC History No change 2,832 294 0.03% 0.03% 1857 0 0.0% Q2 2026 Jul 15, 2026
Farmers National Bank History No change 2,831 294 0.06% 0.06% 1858 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History No change 2,828 293 0.02% 0.02% 1859 0 0.0% Q2 2026 Jul 20, 2026
Trivium Point Advisory, LLC History No change 2,815 292 0.03% 0.03% 1860 0 0.0% Q2 2026 Aug 06, 2026
Tillman Hartley LLC History No change 2,819 292 0.07% 0.07% 1861 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 2,808 291 0.03% 0.03% 1862 0 0.0% Q2 2026 Jul 23, 2026
Vienna Asset Management LLC History No change 2,807 291 0.2% 0.2% 1863 0 0.0% Q2 2026 Aug 14, 2026
Aureum Wealth Management, LLC History No change 2,805 291 0.18% 0.18% 1864 0 0.0% Q2 2026 Jul 22, 2026
jvl associates llc History No change 2,794 290 0.08% 0.08% 1865 0 0.0% Q3 2026 Oct 09, 2026
Blue Fin Capital, Inc. History No change 2,784 289 0.04% 0.04% 1866 0 0.0% Q2 2026 Aug 04, 2026
Fort Sheridan Advisors LLC History No change 2,785 289 0.03% 0.03% 1867 0 0.0% Q2 2026 Aug 05, 2026
Trans-Canada Capital Inc. History No change 2,779 288 0.02% 0.02% 1868 0 0.0% Q2 2026 Aug 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 2,781 288 0.02% 0.02% 1869 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 2,780 288 0.1% 0.1% 1870 0 0.0% Q2 2026 Jul 21, 2026
Mayfair Advisory Group, LLC History No change 2,780 287 0.09% 0.09% 1871 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Capital Management, LLC History No change 2,759 287 0.07% 0.07% 1872 0 0.0% Q2 2026 Aug 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,758 286 0.01% 0.01% 1873 0 0.0% Q2 2026 Jul 20, 2026
Archford Capital Strategies, LLC History No change 2,758 286 0.03% 0.03% 1874 0 0.0% Q2 2026 Jul 17, 2026
BKM Wealth Management, LLC History No change 2,762 286 0.1% 0.1% 1875 0 0.0% Q2 2026 Jul 29, 2026
TENET WEALTH PARTNERS, LLC History No change 2,762 286 0.21% 0.21% 1876 0 0.0% Q2 2026 Aug 07, 2026
Pasadena Private Wealth, LLC History No change 2,745 285 0.04% 0.04% 1877 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 2,745 285 0.05% 0.05% 1878 0 0.0% Q2 2026 Jul 31, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,746 285 0.01% 0.01% 1879 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL LIFE ADVISORS History No change 2,715 282 0.08% 0.08% 1880 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,716 282 0.02% 0.02% 1881 0 0.0% Q3 2026 Oct 09, 2026
Banque Transatlantique SA History No change 2,715 282 0.01% 0.01% 1882 0 0.0% Q2 2026 Jul 30, 2026
Medallion Wealth Advisors, LLC History No change 2,722 282 0.09% 0.09% 1883 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 2,705 280 0.04% 0.04% 1884 0 0.0% Q2 2026 Aug 12, 2026
Bill Few Associates, Inc. History No change 2,701 280 0.06% 0.06% 1885 0 0.0% Q3 2026 Oct 09, 2026
One Degree Advisors Inc History No change 2,723 280 0.06% 0.06% 1886 0 0.0% Q2 2026 Jul 31, 2026
Sensible Money, LLC History No change 2,693 279 0.07% 0.07% 1887 0 0.0% Q2 2026 Jul 30, 2026
Stronghold Wealth Management L.L.C. History No change 2,678 278 0.37% 0.37% 1888 0 0.0% Q2 2026 Jul 24, 2026
Blue Chip Partners, LLC History No change 2,673 277 0.02% 0.02% 1889 0 0.0% Q2 2026 Aug 14, 2026
Ascension Capital Advisors, Inc. History No change 2,671 277 0.08% 0.08% 1890 0 0.0% Q2 2026 Jul 27, 2026
Elk River Wealth Management LLC History No change 2,675 277 0.04% 0.04% 1891 0 0.0% Q2 2026 Aug 12, 2026
Alpha Financial Advisors, LLC History No change 2,673 277 0.07% 0.07% 1892 0 0.0% Q2 2026 Aug 13, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 2,676 277 0.19% 0.19% 1893 0 0.0% Q2 2026 Jul 27, 2026
Cedarwood Wealth LLC History No change 2,675 277 0.21% 0.21% 1894 0 0.0% Q2 2026 Jul 23, 2026
Claro Advisors Inc. History No change 2,659 276 0.03% 0.03% 1895 0 0.0% Q2 2026 Jul 30, 2026
OBSIDIAN CIO, LLC History No change 2,664 276 0.21% 0.21% 1896 0 0.0% Q2 2026 Aug 03, 2026
GERBER, LLC History No change 2,666 276 0.13% 0.13% 1897 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,655 275 0.01% 0.01% 1898 0 0.0% Q2 2026 Jul 31, 2026
St. Clair Advisors, LLC History No change 2,650 275 0.07% 0.07% 1899 0 0.0% Q2 2026 Jul 06, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 2,640 274 0.02% 0.02% 1900 0 0.0% Q2 2026 Jul 16, 2026
Perkins Coie Trust Co History No change 2,646 274 0.05% 0.05% 1901 0 0.0% Q2 2026 Jul 09, 2026
Sargent Investment Group, LLC History No change 2,645 274 0.03% 0.03% 1902 0 0.0% Q2 2026 Aug 11, 2026
Balboa Wealth Partners History No change 2,643 274 0.04% 0.04% 1903 0 0.0% Q2 2026 Aug 10, 2026
Keewaydin Investments LLC History No change 2,640 274 0.08% 0.08% 1904 0 0.0% Q2 2026 Aug 14, 2026
Everhart Financial Group, Inc. History No change 2,633 273 0.02% 0.02% 1905 0 0.0% Q3 2026 Oct 08, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,637 273 0.23% 0.23% 1906 0 0.0% Q2 2026 Jul 29, 2026
Zeit Capital LLC History No change 2,620 272 0.16% 0.16% 1907 0 0.0% Q2 2026 Aug 06, 2026
GFG Capital, LLC History No change 2,617 271 0.07% 0.07% 1908 0 0.0% Q2 2026 Jul 20, 2026
Element Wealth, LLC History No change 2,601 270 0.1% 0.1% 1909 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 2,603 270 0.04% 0.04% 1910 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 2,595 269 0.05% 0.05% 1911 0 0.0% Q2 2026 Aug 06, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 2,583 268 0.03% 0.03% 1912 0 0.0% Q2 2026 Jul 09, 2026
Main Street Group, LTD History No change 2,581 268 0.06% 0.06% 1913 0 0.0% Q2 2026 Jul 13, 2026
American State Bank (Iowa) History No change 2,584 268 0.11% 0.11% 1914 0 0.0% Q2 2026 Jul 09, 2026
Coastal Bridge Advisors, LLC History No change 2,571 267 0.02% 0.02% 1915 0 0.0% Q2 2026 Aug 17, 2026
Clearstead Trust, LLC History No change 2,579 267 0.03% 0.03% 1916 0 0.0% Q2 2026 Aug 06, 2026
Hanson & Doremus Investment Management History No change 2,560 266 0.03% 0.03% 1917 0 0.0% Q2 2026 Jul 29, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,568 266 0.03% 0.03% 1918 0 0.0% Q2 2026 Jul 24, 2026
Beacon Wealthcare LLC History No change 2,558 265 0.08% 0.08% 1919 0 0.0% Q3 2026 Oct 02, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 2,542 264 0.07% 0.07% 1920 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 2,547 264 0.03% 0.03% 1921 0 0.0% Q2 2026 Aug 04, 2026
L.K. Benson & Company, P.C. History No change 2,542 264 0.08% 0.08% 1922 0 0.0% Q2 2026 Jul 24, 2026
Tenzing Financial LLC History No change 2,511 264 0.18% 0.18% 1923 0 0.0% Q2 2026 Jul 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 2,533 263 0.01% 0.01% 1924 0 0.0% Q2 2026 Aug 14, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 2,538 263 0.07% 0.07% 1925 0 0.0% Q2 2026 Jul 24, 2026
Avant Financial Advisors LLC History No change 2,535 263 0.16% 0.16% 1926 0 0.0% Q2 2026 Jul 09, 2026
Seneca Financial Advisors LLC History No change 2,527 262 0.07% 0.07% 1927 0 0.0% Q2 2026 Jul 27, 2026
Old Mission Investment Co LLC History No change 2,531 262 0.05% 0.05% 1928 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Wealth Partners, LLC History No change 2,519 261 0.14% 0.14% 1929 0 0.0% Q2 2026 Jul 29, 2026
Rockingstone Advisors LLC History No change 2,520 261 0.1% 0.1% 1930 0 0.0% Q2 2026 Jul 13, 2026
Old Peak Finance LLC History No change 2,516 261 0.13% 0.13% 1931 0 0.0% Q2 2026 Aug 03, 2026
Sonoma Allocations LLC History No change 2,531 261 0.08% 0.08% 1932 0 0.0% Q2 2026 Jul 08, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,504 260 0.06% 0.06% 1933 0 0.0% Q2 2026 Sep 02, 2026
MCDONALD PARTNERS LLC History No change 2,505 260 0.06% 0.06% 1934 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 2,512 260 0.01% 0.01% 1935 0 0.0% Q2 2026 Jul 23, 2026
NovaPoint Capital, LLC History No change 2,506 260 0.05% 0.05% 1936 0 0.0% Q2 2026 Aug 06, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 2,500 259 0.01% 0.01% 1937 0 0.0% Q2 2026 Jul 13, 2026
Churchill Financial Advisors, LLC History No change 2,498 259 0.05% 0.05% 1938 0 0.0% Q2 2026 Jul 15, 2026
Keebeck Wealth Management History No change 2,491 258 0.03% 0.03% 1939 0 0.0% Q2 2026 Aug 11, 2026
SHARPEPOINT LLC History No change 2,492 258 0.13% 0.13% 1940 0 0.0% Q2 2026 Jul 29, 2026
COOPER/HAIMS ADVISORS, LLC History No change 2,481 257 0.11% 0.11% 1941 0 0.0% Q2 2026 Aug 14, 2026
Northwest Bancshares, Inc. History No change 2,471 256 0.05% 0.05% 1942 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 2,471 256 0.09% 0.09% 1943 0 0.0% Q2 2026 Aug 06, 2026
Opulen Financial Group LLC History No change 2,468 256 0.16% 0.16% 1944 0 0.0% Q2 2026 Jul 27, 2026
Moss Adams Wealth Advisors LLC History No change 2,450 254 0.02% 0.02% 1945 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 2,454 254 0.12% 0.12% 1946 0 0.0% Q2 2026 Jul 15, 2026
WP Advisors, LLC History No change 2,444 253 0.06% 0.06% 1947 0 0.0% Q2 2026 Jul 29, 2026
Advus Financial Partners, LLC History No change 2,439 253 0.07% 0.07% 1948 0 0.0% Q2 2026 Oct 02, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 2,426 252 0.22% 0.22% 1949 0 0.0% Q2 2026 Aug 05, 2026
Widmann Financial Services, Inc. History No change 2,421 251 0.13% 0.13% 1950 0 0.0% Q2 2026 Aug 14, 2026
Tannin Capital LLC History No change 2,421 251 0.16% 0.16% 1951 0 0.0% Q2 2026 Aug 04, 2026
Lafayette Investments, Inc. History No change 2,407 250 0.05% 0.05% 1952 0 0.0% Q2 2026 Aug 11, 2026
Omnia Family Wealth, LLC History No change 2,407 250 0.07% 0.07% 1953 0 0.0% Q2 2026 Jul 09, 2026
Canvas Wealth Advisors, LLC History No change 2,415 250 0.03% 0.03% 1954 0 0.0% Q2 2026 Jul 10, 2026
Summit Investment Advisory Services, LLC History No change 2,408 250 0.06% 0.06% 1955 0 0.0% Q2 2026 Jul 24, 2026
Brady Martz Wealth Solutions, LLC History No change 2,416 250 0.04% 0.04% 1956 0 0.0% Q2 2026 Jul 23, 2026
CRA Financial Services, LLC History No change 2,401 249 0.03% 0.03% 1957 0 0.0% Q2 2026 Jul 24, 2026
Invst, LLC History No change 2,398 249 0.02% 0.02% 1958 0 0.0% Q2 2026 Aug 14, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 2,400 249 0.07% 0.07% 1959 0 0.0% Q2 2026 Aug 04, 2026
Allodium Investment Consultants, LLC History No change 2,406 249 0.11% 0.11% 1960 0 0.0% Q2 2026 Jul 14, 2026
Boston Standard Wealth Management, LLC History Reduced 2,391 248 0.04% 0.04% 1961 -1 -0.04% Q3 2026 Oct 07, 2026
TRITONPOINT WEALTH, LLC History No change 2,388 248 0.02% 0.02% 1962 0 0.0% Q2 2026 Aug 11, 2026
William Mack & Associates, Inc. History No change 2,389 248 0.09% 0.09% 1963 0 0.0% Q2 2026 Jul 10, 2026
Perennial Advisors, LLC History No change 2,380 247 0.04% 0.04% 1964 0 0.0% Q2 2026 Jul 13, 2026
QTR Family Wealth, LLC History No change 2,378 247 0.09% 0.09% 1965 0 0.0% Q2 2026 Jul 27, 2026
NORTHLAND SECURITIES, INC. History No change 2,374 246 0.14% 0.14% 1966 0 0.0% Q2 2026 Aug 04, 2026
CLARK ESTATES INC/NY History No change 2,370 246 0.06% 0.06% 1967 0 0.0% Q2 2026 Aug 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,375 246 0.03% 0.03% 1968 0 0.0% Q2 2026 Jul 23, 2026
Colony Family Offices, LLC History No change 2,366 245 0.05% 0.05% 1969 0 0.0% Q2 2026 Jul 20, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 2,363 245 0.05% 0.05% 1970 0 0.0% Q2 2026 Jul 20, 2026
MontVue Capital Management, Inc. History No change 2,364 245 0.14% 0.14% 1971 0 0.0% Q2 2026 Jul 27, 2026
PDS Planning, Inc History No change 2,352 244 0.01% 0.01% 1972 0 0.0% Q2 2026 Aug 05, 2026
Delos Wealth Advisors, LLC History No change 2,355 244 0.13% 0.13% 1973 0 0.0% Q2 2026 Aug 14, 2026
Copley Financial Group, Inc. History No change 2,356 244 0.15% 0.15% 1974 0 0.0% Q2 2026 Aug 11, 2026
Twelve Points Wealth Management LLC History No change 2,333 242 0.05% 0.05% 1975 0 0.0% Q2 2026 Aug 07, 2026
Opus Capital Group, LLC History No change 2,320 241 0.02% 0.02% 1976 0 0.0% Q2 2026 Jul 31, 2026
Retirement Investment Advisors, Inc. History No change 2,342 241 0.02% 0.02% 1977 0 0.0% Q2 2026 Jul 15, 2026
PARTHENON LLC History No change 2,313 240 0.02% 0.02% 1978 0 0.0% Q2 2026 Jul 23, 2026
Northstar Financial Companies, Inc. History No change 2,319 240 0.16% 0.16% 1979 0 0.0% Q2 2026 Aug 06, 2026
Tribridge Partners Financial LLC History No change 2,318 240 0.09% 0.09% 1980 0 0.0% Q2 2026 Aug 04, 2026
PINKERTON WEALTH, LLC History No change 2,463 239 0.02% 0.02% 1981 0 0.0% Q2 2026 Jul 30, 2026
Capital Asset Advisory Services LLC History No change 2,309 239 0.01% 0.01% 1982 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 2,302 239 0.02% 0.02% 1983 0 0.0% Q2 2026 Aug 14, 2026
Objectivity Squared, LLC History No change 2,301 239 0.13% 0.13% 1984 0 0.0% Q2 2026 Aug 07, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 2,343 238 0.15% 0.15% 1985 0 0.0% Q2 2026 Jul 31, 2026
Reliant Investment Partners, LLC History No change 2,293 238 0.16% 0.16% 1986 0 0.0% Q2 2026 Aug 11, 2026
Aurora Private Wealth, Inc. History No change 2,269 236 0.15% 0.15% 1987 0 0.0% Q2 2026 Jul 21, 2026
NCM Capital Management, LLC History No change 2,276 236 0.07% 0.07% 1988 0 0.0% Q2 2026 Aug 14, 2026
MIDDLETON & CO INC/MA History No change 2,265 235 0.02% 0.02% 1989 0 0.0% Q2 2026 Aug 10, 2026
Powerhouse Assets LLC History No change 2,250 233 0.19% 0.19% 1990 0 0.0% Q2 2026 Jul 23, 2026
Kera Capital Partners, Inc. History No change 2,250 233 0.02% 0.02% 1991 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 2,239 232 0.1% 0.1% 1992 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,235 232 0.03% 0.03% 1993 0 0.0% Q2 2026 Jul 10, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,228 231 0.1% 0.1% 1994 0 0.0% Q2 2026 Jul 15, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 2,205 229 0.03% 0.03% 1995 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 2,205 229 0.0% 0.0% 1996 0 0.0% Q2 2026 Jul 23, 2026
Fulcrum Capital LLC History No change 2,203 228 0.05% 0.05% 1997 0 0.0% Q2 2026 Jul 20, 2026
Aufman Associates Inc History No change 2,200 228 0.09% 0.09% 1998 0 0.0% Q2 2026 Aug 12, 2026
CALTON & ASSOCIATES, INC. History No change 2,189 227 0.03% 0.03% 1999 0 0.0% Q2 2026 Aug 10, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 2,188 227 0.16% 0.16% 2000 0 0.0% Q2 2026 Aug 11, 2026