SPDR GOLD TRUST - GLD

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
JANE STREET GROUP, LLC History No change 62,068,842 22,864,920 1.9% 1.9% 1 0 0.0% Q2 2026 Aug 14, 2026
CTC LLC History No change 519,412 19,134,099 6.05% 6.05% 2 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 38,402,028 14,146,539 1.1% 1.1% 3 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 21,441,002 7,898,436 0.9% 0.9% 4 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 12,454,499 4,587,988 0.58% 0.58% 5 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 11,018,304 4,058,922 0.26% 0.26% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 10,752,962 3,961,176 0.21% 0.21% 7 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 7,474,386 2,753,414 0.91% 0.91% 8 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 5,677,970 2,091,650 0.18% 0.18% 9 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 4,740,273 1,746,221 2.43% 2.43% 10 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,474,651 1,648,371 0.37% 0.37% 11 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 3,632,384 1,338,097 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 3,594,022 1,323,965 0.21% 0.21% 13 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 2,900,500 1,068,486 1.82% 1.82% 14 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 2,700,497 994,809 0.33% 0.33% 15 0 0.0% Q2 2026 Aug 12, 2026
LMR Partners LLP History No change 2,678,108 986,561 3.68% 3.68% 16 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 2,491,623 917,863 1.53% 1.53% 17 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,392,048 881,182 0.24% 0.24% 18 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,340,142 862,062 0.13% 0.13% 19 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,967,394 725,142 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History No change 1,659,730 611,411 0.7% 0.7% 21 0 0.0% Q2 2026 Jul 31, 2026
TORONTO DOMINION BANK History No change 1,563,593 575,995 0.67% 0.67% 22 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 1,539,367 567,072 0.11% 0.11% 23 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,154,687 562,708 0.19% 0.19% 24 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,518,429 562,003 0.11% 0.11% 25 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 1,436,820 529,295 1.09% 1.09% 26 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,409,760 519,327 0.5% 0.5% 27 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,169,683 430,887 0.1% 0.1% 28 0 0.0% Q2 2026 Sep 23, 2026
Belfer Management LLC History No change 1,164 428,867 7.11% 7.11% 29 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Financial Management LLC History No change 1,147,529 422,726 13.87% 13.87% 30 0 0.0% Q2 2026 Aug 14, 2026
Marino Management, LLC History No change 1,106,395 407,573 84.92% 84.92% 31 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 1,088,100 400,834 0.37% 0.37% 32 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,019,432 375,538 0.14% 0.14% 33 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 952,134 350,747 0.54% 0.54% 34 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 946,580 348,701 1.37% 1.37% 35 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 883,441 325,452 0.38% 0.38% 36 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 828,685 305,270 0.01% 0.01% 37 0 0.0% Q2 2026 Sep 22, 2026
Cetera Investment Advisers History No change 825,188 303,982 0.28% 0.28% 38 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 820,221 302,152 0.38% 0.38% 39 0 0.0% Q2 2026 Jul 29, 2026
US BANCORP \DE\ History No change 810,023 298,396 0.33% 0.33% 40 0 0.0% Q2 2026 Aug 12, 2026
Mizuho Bank, Ltd. History No change 810,000 298,387 63.84% 63.84% 41 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 804,000 296,177 0.34% 0.34% 42 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 786,926 289,887 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
PPSC Investment Service Corp History No change 772,372 284,526 17.95% 17.95% 44 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 711,369 262,054 0.13% 0.13% 45 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 694,893 255,985 0.14% 0.14% 46 0 0.0% Q2 2026 Aug 07, 2026
BANK OF KOREA History No change 679,765 250,411 6.44% 6.44% 47 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 663,904 244,569 0.2% 0.2% 48 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 638,807 235,324 1.55% 1.55% 49 0 0.0% Q2 2026 Aug 17, 2026
Bracebridge Capital, LLC History No change 633,450 233,350 4.22% 4.22% 50 0 0.0% Q2 2026 Aug 14, 2026
Starr Indemnity & Liability Co History No change 618,995 228,025 60.48% 60.48% 51 0 0.0% Q2 2026 Aug 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 617,825 227,594 4.32% 4.32% 52 0 0.0% Q2 2026 Aug 13, 2026
Carrhae Capital LLP History No change 608,000 223,975 6.18% 6.18% 53 0 0.0% Q2 2026 Jul 15, 2026
NOMURA HOLDINGS INC History No change 606,600 223,459 0.26% 0.26% 54 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 595,810 219,484 1.37% 1.37% 55 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 571,990 210,710 0.49% 0.49% 56 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 533,005 196,348 0.23% 0.23% 57 0 0.0% Q2 2026 Jul 28, 2026
Allen Investment Management, LLC History No change 531,354 195,740 2.32% 2.32% 58 0 0.0% Q2 2026 Aug 05, 2026
Portman Square Capital LLP History No change 502,000 184,926 8.76% 8.76% 59 0 0.0% Q2 2026 Jul 15, 2026
Orbis Allan Gray Ltd History No change 499,941 184,168 0.63% 0.63% 60 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 484,273 178,396 0.1% 0.1% 61 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 477,376 175,856 2.09% 2.09% 62 0 0.0% Q2 2026 Aug 05, 2026
Bleichroeder LP History No change 475,000 174,980 31.31% 31.31% 63 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 462,800 170,486 0.21% 0.21% 64 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 456,249 168,073 0.84% 0.84% 65 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Wealth History No change 431,530 158,967 0.16% 0.16% 66 0 0.0% Q2 2026 Aug 12, 2026
Virtu Financial LLC History No change 431,046 158,789 5.0% 5.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 423,832 156,137 0.19% 0.19% 68 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 421,700 155,345 0.34% 0.34% 69 0 0.0% Q2 2026 Aug 06, 2026
Proficio Capital Partners LLC History No change 402,334 150,166 5.39% 5.39% 70 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 404,242 148,914 2.11% 2.11% 71 0 0.0% Q2 2026 Aug 14, 2026
Arnhold LLC History No change 392,908 144,739 10.13% 10.13% 72 0 0.0% Q2 2026 Jul 27, 2026
SIG BROKERAGE, LP History No change 392,900 144,736 2.81% 2.81% 73 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 377,545 139,080 0.28% 0.28% 74 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 373,352 137,535 0.5% 0.5% 75 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 368,546 135,764 0.19% 0.19% 76 0 0.0% Q2 2026 Aug 27, 2026
Kestra Advisory Services, LLC History No change 366,268 134,925 0.44% 0.44% 77 0 0.0% Q2 2026 Jul 28, 2026
BLAIR WILLIAM & CO/IL History No change 362,632 133,586 0.35% 0.35% 78 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 362,426 133,510 0.68% 0.68% 79 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 360,731 132,957 0.72% 0.72% 80 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 360,000 132,616 0.11% 0.11% 81 0 0.0% Q2 2026 Sep 02, 2026
Mariner, LLC History No change 354,993 130,772 0.14% 0.14% 82 0 0.0% Q2 2026 Aug 13, 2026
W1M Asset Management Ltd History No change 351,835 129,631 1.19% 1.19% 83 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 336,179 124,663 0.33% 0.33% 84 0 0.0% Q2 2026 Jul 27, 2026
CI INVESTMENTS INC. History No change 336,283 123,879 0.4% 0.4% 85 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 331,280 123,772 0.05% 0.05% 86 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 335,242 123,496 1.06% 1.06% 87 0 0.0% Q2 2026 Aug 06, 2026
Dynasty Wealth Management, LLC History No change 327,060 120,482 0.9% 0.9% 88 0 0.0% Q2 2026 Aug 13, 2026
Stenham Asset Management Ltd History No change 321,659 118,492 84.85% 84.85% 89 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 319,494 117,695 0.42% 0.42% 90 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 316,251 116,500 1.17% 1.17% 91 0 0.0% Q2 2026 Jul 28, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 300,000 110,514 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 295,275 108,773 2.01% 2.01% 93 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 286,290 105,463 0.17% 0.17% 94 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 279,250 102,870 0.31% 0.31% 95 0 0.0% Q2 2026 Aug 12, 2026
ROCKLAND TRUST CO History Reduced 267,504 101,876 3.9% 3.89% 96 -1,890 -0.7% Q3 2026 Oct 05, 2026
HSBC HOLDINGS PLC History No change 272,839 100,748 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 269,104 99,132 0.09% 0.09% 98 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners OCIO LLC History No change 268,796 99,019 5.01% 5.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 267,785 98,647 0.19% 0.19% 100 0 0.0% Q2 2026 Aug 05, 2026
Verition Fund Management LLC History No change 267,506 98,543 0.5% 0.5% 101 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 262,000 96,515 0.75% 0.75% 102 0 0.0% Q2 2026 Jul 28, 2026
CIBC WORLD MARKET INC. History No change 258,883 95,367 0.15% 0.15% 103 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 215,495 92,725 7.26% 7.26% 104 0 0.0% Q2 2026 Aug 12, 2026
C V STARR & CO INC History No change 251,400 92,610 49.45% 49.45% 105 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 250,120 92,139 0.13% 0.13% 106 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 250,022 92,103 0.63% 0.63% 107 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 248,442 91,520 0.86% 0.86% 108 0 0.0% Q2 2026 Aug 14, 2026
K2 PRINCIPAL FUND, L.P. History No change 242,780 89,435 6.55% 6.55% 109 0 0.0% Q2 2026 Aug 07, 2026
BlueCrest Capital Management Ltd History No change 242,000 89,147 2.94% 2.94% 110 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 240,262 88,507 0.14% 0.14% 111 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 237,481 87,483 0.4% 0.4% 112 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 234,993 86,566 0.13% 0.13% 113 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 232,619 85,692 0.4% 0.4% 114 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 223,736 82,419 1.56% 1.56% 115 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 222,148 81,834 0.22% 0.22% 116 0 0.0% Q2 2026 Aug 14, 2026
NWI MANAGEMENT LP History No change 221,000 81,412 3.77% 3.77% 117 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 220,988 81,283 0.05% 0.05% 118 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 217,600 80,159 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 06, 2026
PINKERTON WEALTH, LLC History No change 185,223 79,699 6.84% 6.84% 120 0 0.0% Q2 2026 Jul 30, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO History No change 209,009 76,995 11.12% 11.12% 121 0 0.0% Q2 2026 Aug 14, 2026
WS MANAGEMENT LLLP History No change 200,678 73,925 6.46% 6.46% 122 0 0.0% Q2 2026 Aug 14, 2026
Briaud Financial Planning Inc History No change 199,910 73,643 19.37% 19.37% 123 0 0.0% Q2 2026 Jul 30, 2026
Bluespring Wealth Management, LLC History No change 197,193 72,641 1.4% 1.4% 124 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 197,051 72,589 0.08% 0.08% 125 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 195,884 72,159 1.13% 1.13% 126 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 193,409 71,309 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 192,698 70,985 0.42% 0.42% 128 0 0.0% Q2 2026 Aug 17, 2026
FIRST NATIONAL TRUST CO History No change 192,322 70,847 2.4% 2.4% 129 0 0.0% Q2 2026 Jul 30, 2026
BCM ADVISORS, LLC History No change 189,286 70,395 13.71% 13.71% 130 0 0.0% Q2 2026 Jul 28, 2026
FIL Ltd History No change 187,919 69,225 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 187,232 68,972 0.3% 0.3% 132 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 186,651 68,758 0.25% 0.25% 133 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 185,703 68,409 1.41% 1.41% 134 0 0.0% Q2 2026 Aug 05, 2026
Children's Medical Center Corp History No change 185,220 68,231 100.0% 100.0% 135 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 176,806 65,131 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Rock Creek Group LLC History No change 193,685 64,999 6.54% 6.54% 137 0 0.0% Q2 2026 Aug 03, 2026
Twin Tree Management, LP History No change 175,164 64,526 1.21% 1.21% 138 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 174,459 64,328 0.11% 0.11% 139 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 174,567 64,307 0.08% 0.08% 140 0 0.0% Q2 2026 Aug 19, 2026
HANCOCK WHITNEY CORP History No change 169,864 62,574 1.04% 1.04% 141 0 0.0% Q2 2026 Aug 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 168,500 62,072 0.58% 0.58% 142 0 0.0% Q2 2026 Jul 21, 2026
Centiva Capital, LP History No change 166,689 61,404 0.54% 0.54% 143 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 166,480 61,328 0.63% 0.63% 144 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 164,963 60,769 0.12% 0.12% 145 0 0.0% Q2 2026 Aug 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 163,287 60,151 7.05% 7.05% 146 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 162,159 59,736 0.28% 0.28% 147 0 0.0% Q2 2026 Aug 18, 2026
Pictet North America Advisors SA History No change 156,679 57,485 5.07% 5.07% 148 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 155,287 57,334 2.73% 2.73% 149 0 0.0% Q2 2026 Jul 22, 2026
Neuberger Berman Group LLC History No change 153,281 56,465 0.04% 0.04% 150 0 0.0% Q2 2026 Aug 13, 2026
Spider Management Company, LLC History No change 151,799 55,919 11.33% 11.33% 151 0 0.0% Q2 2026 Aug 13, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 150,000 55,287 0.82% 0.82% 152 0 0.0% Q2 2026 Aug 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 149,771 55,172 2.91% 2.91% 153 0 0.0% Q2 2026 Jul 20, 2026
GLOBALT Investments LLC / GA History No change 146,532 53,979 1.82% 1.82% 154 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 145,838 53,723 0.85% 0.85% 155 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 144,903 53,388 0.22% 0.22% 156 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 144,451 53,212 6.46% 6.46% 157 0 0.0% Q2 2026 Jul 29, 2026
Evelyn Partners Group Ltd History No change 144,360 53,179 0.11% 0.11% 158 0 0.0% Q2 2026 Aug 07, 2026
Northside Capital Management, LLC History No change 143,038 52,692 4.31% 4.31% 159 0 0.0% Q2 2026 Jul 10, 2026
STALEY CAPITAL ADVISERS INC History No change 142,865 52,628 2.05% 2.05% 160 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 142,511 52,498 0.34% 0.34% 161 0 0.0% Q2 2026 Sep 08, 2026
Brookstone Capital Management History No change 138,521 51,028 0.51% 0.51% 162 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 138,305 50,948 0.43% 0.43% 163 0 0.0% Q2 2026 Jul 27, 2026
MARSHALL WACE, LLP History No change 137,815 50,768 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 13, 2026
Defiance ETFs, LLC History No change 136,400 50,247 0.68% 0.68% 165 0 0.0% Q2 2026 Aug 14, 2026
DeepCurrents Investment Group LLC History No change 6,609 49,845 1.51% 1.51% 166 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Advisors, LLC History No change 134,431 49,521 12.67% 12.67% 167 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 133,182 49,061 1.84% 1.84% 168 0 0.0% Q2 2026 Aug 14, 2026
Alamea Verwaltungs GmbH History No change 131,069 48,283 38.56% 38.56% 169 0 0.0% Q2 2026 Aug 13, 2026
PAYDEN & RYGEL History No change 131,000 48,258 3.7% 3.7% 170 0 0.0% Q2 2026 Jul 31, 2026
Bleakley Financial Group, LLC History No change 127,520 46,975 0.6% 0.6% 171 0 0.0% Q2 2026 Aug 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 126,963 46,760 0.22% 0.22% 172 0 0.0% Q2 2026 Sep 23, 2026
IEQ CAPITAL, LLC History No change 122,053 44,961 0.21% 0.21% 173 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 121,654 44,816 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 120,727 44,474 0.17% 0.17% 175 0 0.0% Q2 2026 Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 119,549 44,235 0.28% 0.28% 176 0 0.0% Q2 2026 Aug 12, 2026
Castle Hook Partners LP History No change 120,000 44,205 0.2% 0.2% 177 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 118,574 43,680 0.16% 0.16% 178 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 117,681 43,351 0.13% 0.13% 179 0 0.0% Q2 2026 Aug 04, 2026
Richard C. Young & CO., LTD. History No change 117,182 43,167 3.18% 3.18% 180 0 0.0% Q2 2026 Jul 28, 2026
SAPIENT CAPITAL LLC History Reduced 113,043 43,051 0.58% 0.55% 181 -43 -0.04% Q3 2026 Oct 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 115,485 42,542 0.14% 0.14% 182 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 114,940 42,341 0.65% 0.65% 183 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 113,040 41,641 0.06% 0.06% 184 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 112,615 41,485 0.08% 0.08% 185 0 0.0% Q2 2026 Aug 07, 2026
Simplify Asset Management Inc. History No change 110,000 40,766 0.57% 0.57% 186 0 0.0% Q2 2026 Jul 16, 2026
LAZARD ASSET MANAGEMENT LLC History No change 110,075 40,549 0.06% 0.06% 187 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 110,000 40,521 0.18% 0.18% 188 0 0.0% Q2 2026 Aug 13, 2026
Tanglewood Wealth Management, Inc. History No change 109,503 40,338 3.43% 3.43% 189 0 0.0% Q2 2026 Jul 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 108,800 40,079 0.12% 0.12% 190 0 0.0% Q2 2026 Aug 17, 2026
BAILARD, INC. History No change 107,198 39,489 0.8% 0.8% 191 0 0.0% Q2 2026 Jul 30, 2026
Townsend & Associates, Inc History No change 107,371 39,469 3.36% 3.36% 192 0 0.0% Q2 2026 Jul 22, 2026
Union Bancaire Privee, UBP SA History No change 107,498 39,221 0.43% 0.43% 193 0 0.0% Q2 2026 Jul 16, 2026
Daiichi Life Insurance Co., Ltd. History No change 106,138 39,099 0.91% 0.91% 194 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 105,936 39,025 0.11% 0.11% 195 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 105,618 38,907 0.42% 0.42% 196 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 104,378 38,450 0.16% 0.16% 197 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 103,753 38,220 1.48% 1.48% 198 0 0.0% Q2 2026 Jul 02, 2026
COMMERCE BANK History No change 103,498 38,126 0.17% 0.17% 199 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 103,676 37,829 0.11% 0.11% 200 0 0.0% Q2 2026 Aug 13, 2026
VISTA FINANCE, LLC History No change 101,202 37,280 20.84% 20.84% 201 0 0.0% Q2 2026 Jul 16, 2026
Intrua Financial, LLC History No change 100,661 37,081 3.4% 3.4% 202 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 100,584 37,053 0.41% 0.41% 203 0 0.0% Q2 2026 Jul 28, 2026
Corecam Pte. Ltd. History No change 98,690 36,355 13.77% 13.77% 204 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 98,406 36,250 0.53% 0.53% 205 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 92,514 35,844 0.11% 0.11% 206 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS History No change 96,653 35,605 0.14% 0.14% 207 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Design Labs, LLC History No change 96,184 35,432 5.81% 5.81% 208 0 0.0% Q2 2026 Aug 11, 2026
Eurizon Asset Management Hungary Ltd. History No change 96,044 35,380 37.67% 37.67% 209 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 96,026 35,374 0.65% 0.65% 210 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 95,596 35,215 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 94,794 34,919 0.32% 0.32% 212 0 0.0% Q2 2026 Jul 24, 2026
Galaxy Digital Inc. History No change 94,000 34,627 2.04% 2.04% 213 0 0.0% Q2 2026 Aug 14, 2026
Chesley Taft & Associates LLC History No change 93,673 34,507 1.34% 1.34% 214 0 0.0% Q2 2026 Jul 08, 2026
FRANKLIN RESOURCES INC History No change 93,439 34,420 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 92,897 34,221 0.15% 0.15% 216 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 92,399 34,037 0.84% 0.84% 217 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 92,391 34,034 0.71% 0.71% 218 0 0.0% Q2 2026 Jul 29, 2026
Keel Point, LLC History No change 92,078 33,919 2.0% 2.0% 219 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 91,032 33,534 0.79% 0.79% 220 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 90,911 33,489 0.69% 0.69% 221 0 0.0% Q2 2026 Aug 06, 2026
CWA Asset Management Group, LLC History No change 90,238 33,241 1.01% 1.01% 222 0 0.0% Q2 2026 Jul 14, 2026
INTREPID FAMILY OFFICE LLC History No change 90,000 33,154 24.52% 24.52% 223 0 0.0% Q2 2026 Aug 14, 2026
MinichMacGregor Wealth Management, LLC History No change 89,631 33,018 5.01% 5.01% 224 0 0.0% Q2 2026 Jul 16, 2026
Advisory Services Network, LLC History No change 88,131 32,465 0.37% 0.37% 225 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 86,674 31,928 0.18% 0.18% 226 0 0.0% Q2 2026 Jul 24, 2026
Tidal Investments LLC History No change 85,958 31,665 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 84,894 31,273 0.67% 0.67% 228 0 0.0% Q2 2026 Aug 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 84,652 31,184 2.04% 2.04% 229 0 0.0% Q2 2026 Jul 14, 2026
BANK OF NOVA SCOTIA History No change 84,507 31,130 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 12, 2026
DME Capital Management, LP History No change 83,421 30,730 0.79% 0.79% 231 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 82,965 30,562 1.41% 1.41% 232 0 0.0% Q2 2026 Aug 06, 2026
SCS Capital Management LLC History No change 82,126 30,253 0.29% 0.29% 233 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 81,942 30,185 0.64% 0.64% 234 0 0.0% Q2 2026 Aug 14, 2026
Sicart Associates LLC History No change 80,898 29,801 7.3% 7.3% 235 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 80,827 29,775 0.11% 0.11% 236 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 80,567 29,679 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 14, 2026
S&CO INC History No change 80,565 29,678 1.71% 1.71% 238 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 68,940 29,664 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 77,725 29,600 0.21% 0.23% 240 -2,933 -3.64% Q3 2026 Oct 08, 2026
HB Wealth Management, LLC History No change 79,173 29,166 0.16% 0.16% 241 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 78,986 29,096 0.87% 0.87% 242 0 0.0% Q2 2026 Aug 03, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 78,702 28,992 12.04% 12.04% 243 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 78,415 28,886 1.44% 1.44% 244 0 0.0% Q2 2026 Aug 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 78,327 28,853 1.88% 1.88% 245 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 77,184 28,433 0.18% 0.18% 246 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 76,680 28,247 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 76,477 28,172 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 12, 2026
Bayshore Capital Advisors, LLC History No change 75,138 27,679 12.92% 12.92% 249 0 0.0% Q2 2026 Jul 22, 2026
Lee Financial Co History No change 74,438 27,421 3.5% 3.5% 250 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 74,013 27,264 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 73,460 27,061 0.51% 0.51% 252 0 0.0% Q2 2026 Jul 15, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 72,725 26,790 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 07, 2026
Evolution Wealth Advisors, LLC History No change 71,878 26,478 3.1% 3.1% 254 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 71,824 26,458 0.36% 0.36% 255 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History No change 71,396 26,300 2.04% 2.04% 256 0 0.0% Q2 2026 Aug 13, 2026
Pine Ridge Advisers LLC History No change 71,225 26,237 1.58% 1.58% 257 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 71,225 26,237 2.19% 2.19% 258 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 71,206 26,231 0.26% 0.26% 259 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 70,320 25,904 0.37% 0.37% 260 0 0.0% Q2 2026 Aug 14, 2026
ADAPT Investment Managers SA History No change 70,240 25,875 0.21% 0.21% 261 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Capital Partners, LLC History No change 70,179 25,852 5.54% 5.54% 262 0 0.0% Q2 2026 Aug 14, 2026
Deeter Investments LLP History No change 69,000 25,418 3.53% 3.53% 263 0 0.0% Q2 2026 Oct 08, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 68,528 25,244 6.62% 6.62% 264 0 0.0% Q2 2026 Aug 10, 2026
Temasek Holdings (Private) Ltd History No change 68,500 25,234 0.07% 0.07% 265 0 0.0% Q2 2026 Aug 07, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 67,991 25,046 2.55% 2.55% 266 0 0.0% Q2 2026 Jul 28, 2026
Giverny Capital Inc. History No change 3,876 25,033 0.84% 0.84% 267 0 0.0% Q2 2026 Aug 26, 2026
Mader & Shannon Wealth Management, Inc. History No change 67,886 25,007 11.68% 11.68% 268 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 67,536 24,878 0.46% 0.46% 269 0 0.0% Q2 2026 Aug 14, 2026
Cavalier Investments, LLC History No change 67,482 24,859 1.03% 1.03% 270 0 0.0% Q2 2026 Aug 14, 2026
Argos Wealth Advisors, LLC History No change 67,482 24,859 6.58% 6.58% 271 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 67,461 24,851 0.96% 0.96% 272 0 0.0% Q2 2026 Jul 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 67,082 24,711 0.79% 0.79% 273 0 0.0% Q2 2026 Aug 20, 2026
Waverly Advisors, LLC History No change 65,940 24,291 0.14% 0.14% 274 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 65,929 24,286 3.1% 3.1% 275 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 65,291 24,051 0.55% 0.55% 276 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 64,636 23,810 0.43% 0.43% 277 0 0.0% Q2 2026 Jul 31, 2026
Bulltick Wealth Management, LLC History No change 63,893 23,536 4.8% 4.8% 278 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Advisors, LLC History No change 63,818 23,509 0.13% 0.13% 279 0 0.0% Q2 2026 Aug 11, 2026
Omnia Family Wealth, LLC History No change 63,271 23,307 6.25% 6.25% 280 0 0.0% Q2 2026 Jul 09, 2026
AVALON CAPITAL MANAGEMENT History No change 63,245 23,298 5.5% 5.5% 281 0 0.0% Q2 2026 Jul 16, 2026
Arkos Global Advisors History No change 63,245 23,298 2.76% 2.76% 282 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 63,213 23,286 0.15% 0.15% 283 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 63,117 23,251 1.33% 1.33% 284 0 0.0% Q2 2026 Jul 15, 2026
SHUFRO ROSE & CO LLC History No change 62,443 23,002 1.32% 1.32% 285 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 62,125 22,885 0.19% 0.19% 286 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 61,895 22,800 0.25% 0.25% 287 0 0.0% Q2 2026 Aug 12, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 61,851 22,784 16.32% 16.32% 288 0 0.0% Q2 2026 Jul 31, 2026
WNY Asset Management, LLC History No change 61,454 22,638 2.02% 2.02% 289 0 0.0% Q2 2026 Aug 17, 2026
Ethos Financial Group, LLC History No change 60,766 22,435 1.5% 1.5% 290 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Management, LLC History No change 60,480 22,279 0.69% 0.69% 291 0 0.0% Q2 2026 Aug 05, 2026
CoreCap Advisors, LLC History Reduced 58,183 22,158 0.64% 0.65% 292 -2,059 -3.42% Q3 2026 Oct 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 60,088 22,135 0.29% 0.29% 293 0 0.0% Q2 2026 Aug 10, 2026
Militia Capital Management LLC History No change 60,000 22,102 0.66% 0.66% 294 0 0.0% Q2 2026 Aug 12, 2026
China Universal Asset Management Co., Ltd. History No change 59,400 21,881 1.31% 1.31% 295 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 58,947 21,714 0.88% 0.88% 296 0 0.0% Q2 2026 Aug 10, 2026
HARVARD MANAGEMENT CO INC History No change 58,862 21,683 0.51% 0.51% 297 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 58,822 21,668 0.99% 0.99% 298 0 0.0% Q2 2026 Jul 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 57,937 21,342 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 22, 2026
Riggs Asset Managment Co. Inc. History No change 57,829 21,303 3.8% 3.8% 300 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 56,967 20,985 0.35% 0.35% 301 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 56,799 20,923 0.32% 0.32% 302 0 0.0% Q2 2026 Aug 06, 2026
Impact Partnership Wealth, LLC History No change 56,374 20,767 2.02% 2.02% 303 0 0.0% Q2 2026 Jul 29, 2026
Vontobel Holding Ltd. History No change 56,353 20,759 0.07% 0.07% 304 0 0.0% Q2 2026 Aug 03, 2026
Greenwich Wealth Management LLC History No change 56,252 20,722 0.76% 0.76% 305 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 56,028 20,639 0.17% 0.17% 306 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 55,979 20,621 1.19% 1.19% 307 0 0.0% Q2 2026 Aug 13, 2026
Knollwood Investment Advisory, LLC History No change 55,631 20,493 1.82% 1.82% 308 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 54,577 20,104 0.35% 0.35% 309 0 0.0% Q2 2026 Jul 21, 2026
Kingsview Wealth Management, LLC History No change 54,020 19,899 0.24% 0.24% 310 0 0.0% Q2 2026 Aug 18, 2026
BTG Pactual Asset Management US LLC History No change 53,874 19,846 1.23% 1.23% 311 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 53,798 19,818 1.95% 1.95% 312 0 0.0% Q2 2026 Jul 09, 2026
Parallel Advisors, LLC History No change 53,781 19,811 0.3% 0.3% 313 0 0.0% Q2 2026 Aug 05, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 53,595 19,743 8.27% 8.27% 314 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Investment Group, LLC History No change 53,252 19,616 2.38% 2.38% 315 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History No change 52,636 19,389 0.55% 0.55% 316 0 0.0% Q2 2026 Jul 07, 2026
Corecam AG History No change 52,623 19,385 16.56% 16.56% 317 0 0.0% Q2 2026 Jul 17, 2026
ARS Wealth Advisors Group, LLC History No change 52,465 19,327 1.51% 1.51% 318 0 0.0% Q2 2026 Jul 16, 2026
ASSETMARK, INC History No change 52,455 19,323 0.03% 0.03% 319 0 0.0% Q2 2026 Jul 30, 2026
RS CRUM INC. History No change 52,122 19,200 3.6% 3.6% 320 0 0.0% Q2 2026 Aug 10, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 51,590 19,004 3.86% 3.86% 321 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 51,572 18,998 0.19% 0.19% 322 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 51,460 18,956 0.35% 0.35% 323 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 50,906 18,752 0.61% 0.61% 324 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 50,899 18,750 0.44% 0.44% 325 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History No change 50,597 18,638 2.99% 2.99% 326 0 0.0% Q2 2026 Jul 09, 2026
COBALT CAPITAL MANAGEMENT, INC. History No change 50,000 18,419 13.11% 13.11% 327 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 50,000 18,419 0.34% 0.34% 328 0 0.0% Q2 2026 Aug 14, 2026
Intrinsic Edge Capital Management LLC History No change 50,000 18,419 1.9% 1.9% 329 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 49,226 18,133 0.01% 0.01% 330 0 0.0% Q2 2026 Sep 09, 2026
Measured Wealth Private Client Group, LLC History No change 49,217 18,130 4.38% 4.38% 331 0 0.0% Q2 2026 Aug 10, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 47,383 18,045 5.31% 4.21% 332 +8,495 21.84% Q3 2026 Oct 08, 2026
DDFG, Inc History No change 48,753 17,959 3.57% 3.57% 333 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 48,392 17,826 0.08% 0.08% 334 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 48,283 17,786 0.21% 0.21% 335 0 0.0% Q2 2026 Jul 22, 2026
ARMOR ADVISORS, L.L.C. History No change 48,000 17,682 12.62% 12.62% 336 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 47,951 17,664 1.29% 1.29% 337 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 47,793 17,605 0.93% 0.93% 338 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 47,749 17,589 7.31% 7.31% 339 0 0.0% Q2 2026 Aug 14, 2026
Bank Pictet & Cie (Europe) AG History No change 47,814 17,542 0.34% 0.34% 340 0 0.0% Q2 2026 Jul 24, 2026
BROWN BROTHERS HARRIMAN & CO History No change 47,357 17,445 0.08% 0.08% 341 0 0.0% Q2 2026 Aug 12, 2026
MENLO ADVISORS LLC History No change 47,353 17,443 7.65% 7.65% 342 0 0.0% Q2 2026 Sep 10, 2026
Ellsworth Advisors, LLC History No change 46,640 17,366 2.85% 2.85% 343 0 0.0% Q2 2026 Jul 16, 2026
DSG Capital Advisors, LLC History No change 46,562 17,328 2.46% 2.46% 344 0 0.0% Q2 2026 Aug 06, 2026
Perennial Advisors, LLC History No change 46,582 17,159 2.64% 2.64% 345 0 0.0% Q2 2026 Jul 13, 2026
Violich Capital Management, Inc. History Reduced 44,638 16,999 1.83% 1.83% 346 -920 -2.02% Q3 2026 Oct 02, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 46,116 16,988 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 30, 2026
BBR PARTNERS, LLC History No change 45,943 16,924 0.79% 0.79% 348 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 45,936 16,922 0.26% 0.26% 349 0 0.0% Q2 2026 Aug 10, 2026
Ascent Wealth Partners, LLC History No change 45,775 16,862 1.69% 1.69% 350 0 0.0% Q2 2026 Jul 31, 2026
Cassia Capital Partners, LLC History No change 45,753 16,854 8.17% 8.17% 351 0 0.0% Q2 2026 Jul 30, 2026
Wallington Asset Management, LLC History No change 45,712 16,839 2.07% 2.07% 352 0 0.0% Q2 2026 Jul 22, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 45,508 16,764 1.59% 1.59% 353 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 45,443 16,740 0.44% 0.44% 354 0 0.0% Q2 2026 Jul 07, 2026
GC Wealth Management RIA, LLC History No change 45,386 16,719 0.96% 0.96% 355 0 0.0% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 45,173 16,640 0.26% 0.26% 356 0 0.0% Q2 2026 Jul 28, 2026
FFG Partners, LLC History No change 44,931 16,551 4.7% 4.7% 357 0 0.0% Q2 2026 Jul 09, 2026
Lake Hills Wealth Management, LLC History Reduced 43,427 16,538 7.6% 7.33% 358 -359 -0.82% Q3 2026 Oct 07, 2026
Dakota Wealth Management History No change 44,819 16,510 0.32% 0.32% 359 0 0.0% Q2 2026 Aug 07, 2026
Westover Capital Advisors, LLC History No change 44,336 16,332 2.71% 2.71% 360 0 0.0% Q2 2026 Aug 04, 2026
FAS Wealth Partners, Inc. History No change 44,313 16,323 0.85% 0.85% 361 0 0.0% Q2 2026 Jul 29, 2026
Your Advocates Ltd., LLP History No change 44,121 16,253 4.65% 4.65% 362 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 44,071 16,234 0.41% 0.41% 363 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 44,006 16,211 0.18% 0.18% 364 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 43,348 15,968 0.15% 0.15% 365 0 0.0% Q2 2026 Aug 06, 2026
Catawba River Capital History No change 43,117 15,883 7.11% 7.11% 366 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 42,933 15,815 0.5% 0.5% 367 0 0.0% Q2 2026 Jul 27, 2026
Ball & Co Wealth Management Inc. History No change 42,775 15,757 11.17% 11.17% 368 0 0.0% Q2 2026 Jul 31, 2026
MOTCO History No change 42,644 15,709 1.34% 1.34% 369 0 0.0% Q2 2026 Jul 31, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 42,601 15,693 0.44% 0.44% 370 0 0.0% Q2 2026 Aug 05, 2026
XML Financial, LLC History No change 42,489 15,652 1.14% 1.14% 371 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 42,829 15,617 0.41% 0.41% 372 0 0.0% Q2 2026 Aug 14, 2026
Palumbo Wealth Management LLC History No change 42,380 15,611 3.27% 3.27% 373 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 42,169 15,534 0.85% 0.85% 374 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 42,170 15,534 0.31% 0.31% 375 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 42,160 15,530 2.84% 2.84% 376 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 42,043 15,487 0.33% 0.33% 377 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 41,746 15,378 0.27% 0.27% 378 0 0.0% Q2 2026 Aug 11, 2026
Client First Capital LLC History No change 41,566 15,312 6.1% 6.1% 379 0 0.0% Q2 2026 Jul 10, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 41,400 15,250 5.25% 5.25% 380 0 0.0% Q2 2026 Jul 20, 2026
BFSG, LLC History No change 41,371 15,240 1.35% 1.35% 381 0 0.0% Q2 2026 Jul 20, 2026
Florida Trust Wealth Management Co History No change 40,858 15,051 0.37% 0.37% 382 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 40,544 14,935 0.18% 0.18% 383 0 0.0% Q2 2026 Jul 22, 2026
ACORN CREEK CAPITAL LLC History No change 40,373 14,872 4.97% 4.97% 384 0 0.0% Q2 2026 Aug 06, 2026
Blue Fin Capital, Inc. History No change 40,273 14,835 2.14% 2.14% 385 0 0.0% Q2 2026 Aug 04, 2026
E&G Advisors, LLC History No change 40,099 14,771 2.85% 2.85% 386 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 40,066 14,759 0.09% 0.09% 387 0 0.0% Q2 2026 Jul 20, 2026
Polymer Capital Management (US) LLC History No change 40,000 14,735 1.95% 1.95% 388 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Services, LLC History No change 39,950 14,716 2.27% 2.27% 389 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 39,808 14,664 0.64% 0.64% 390 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 39,784 14,655 0.04% 0.04% 391 0 0.0% Q2 2026 Aug 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 39,722 14,632 2.69% 2.69% 392 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 39,697 14,624 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 12, 2026
Members Advisory Group LLC History No change 39,549 14,569 4.07% 4.07% 394 0 0.0% Q2 2026 Jul 15, 2026
Brown University History No change 39,500 14,551 13.03% 13.03% 395 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 39,261 14,463 0.41% 0.41% 396 0 0.0% Q2 2026 Aug 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 39,035 14,379 0.19% 0.19% 397 0 0.0% Q2 2026 Aug 10, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 38,947 14,347 1.89% 1.89% 398 0 0.0% Q2 2026 Jul 22, 2026
Three Bridge Wealth Advisors, LLC History No change 38,771 14,282 3.58% 3.58% 399 0 0.0% Q2 2026 Jul 27, 2026
Greenbush Financial Group, LLC History No change 38,619 14,226 4.18% 4.18% 400 0 0.0% Q2 2026 Jul 21, 2026
Sarasin & Partners LLP History No change 38,588 14,215 0.17% 0.17% 401 0 0.0% Q2 2026 Jul 07, 2026
Aspire Capital Advisors LLC History No change 38,456 14,166 2.76% 2.76% 402 0 0.0% Q2 2026 Aug 05, 2026
Checchi Capital Advisers, LLC History No change 38,373 14,135 0.64% 0.64% 403 0 0.0% Q2 2026 Aug 04, 2026
Fortis Capital Management LLC History No change 38,367 14,133 1.58% 1.58% 404 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 37,629 14,096 0.24% 0.24% 405 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 37,629 14,096 0.24% 0.24% 406 0 0.0% Q2 2026 Jul 29, 2026
Independence Financial Advisors, LLC History Added to 36,897 14,051 3.53% 3.37% 407 +1,585 4.49% Q3 2026 Oct 08, 2026
Arete Wealth Advisors, LLC History No change 38,126 14,045 0.93% 0.93% 408 0 0.0% Q2 2026 Aug 12, 2026
Cadence Wealth Management LLC History No change 38,072 14,024 6.28% 6.28% 409 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 38,048 14,016 0.17% 0.17% 410 0 0.0% Q2 2026 Jul 17, 2026
Bank of New Hampshire History Reduced 36,505 13,902 3.0% 3.14% 411 -4,336 -10.62% Q3 2026 Oct 06, 2026
Climber Capital SA History No change 40,511 13,846 8.47% 8.47% 412 0 0.0% Q2 2026 Jul 22, 2026
Jacobi Capital Management LLC History No change 37,415 13,782 0.67% 0.67% 413 0 0.0% Q2 2026 Jul 31, 2026
GAMCO INVESTORS, INC. ET AL History No change 37,411 13,781 0.12% 0.12% 414 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 32,128 13,672 0.23% 0.23% 415 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 37,018 13,636 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 36,833 13,568 0.93% 0.93% 417 0 0.0% Q2 2026 Aug 13, 2026
Fortis Group Advisors, LLC History No change 36,802 13,557 2.17% 2.17% 418 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 36,794 13,554 0.08% 0.08% 419 0 0.0% Q2 2026 Jul 20, 2026
FLAX POND CAPITAL, LLC History No change 31,357 13,492 10.65% 10.65% 420 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 36,538 13,459 0.16% 0.16% 421 0 0.0% Q2 2026 Aug 07, 2026
VestGen Advisors, LLC History No change 36,416 13,414 0.39% 0.39% 422 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 35,968 13,249 0.6% 0.6% 423 0 0.0% Q2 2026 Jul 24, 2026
OmniStar Financial Group, Inc. History No change 35,954 13,244 6.1% 6.1% 424 0 0.0% Q2 2026 Jul 27, 2026
Targeted Financial Services LLC History No change 35,937 13,237 9.77% 9.77% 425 0 0.0% Q2 2026 Jul 16, 2026
James Hambro & Partners LLP History No change 35,566 13,104 0.47% 0.47% 426 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 35,420 13,048 0.43% 0.43% 427 0 0.0% Q2 2026 Jul 31, 2026
ICONIQ Capital, LLC History No change 35,313 13,008 0.37% 0.37% 428 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 35,038 12,907 0.37% 0.37% 429 0 0.0% Q2 2026 Aug 19, 2026
LYELL WEALTH MANAGEMENT, LP History No change 34,889 12,852 0.79% 0.79% 430 0 0.0% Q2 2026 Aug 05, 2026
Volterra Technologies LP History No change 34,840 12,834 1.85% 1.85% 431 0 0.0% Q2 2026 Aug 14, 2026
OMC Financial Services LTD History No change 34,700 12,782 4.24% 4.24% 432 0 0.0% Q2 2026 Aug 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 34,638 12,759 1.41% 1.41% 433 0 0.0% Q2 2026 Jul 09, 2026
NWAM LLC History No change 34,546 12,726 0.64% 0.64% 434 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 34,376 12,663 0.24% 0.24% 435 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 34,255 12,620 0.03% 0.03% 436 0 0.0% Q2 2026 Aug 10, 2026
DAVENPORT & Co LLC History No change 34,221 12,606 0.06% 0.06% 437 0 0.0% Q2 2026 Jul 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 34,135 12,574 0.84% 0.84% 438 0 0.0% Q2 2026 Jul 31, 2026
Oliver Luxxe Assets LLC History No change 34,108 12,564 1.85% 1.85% 439 0 0.0% Q2 2026 Jul 09, 2026
PFG Investments, LLC History No change 33,960 12,510 0.48% 0.48% 440 0 0.0% Q2 2026 Jul 23, 2026
Sugar Maple Asset Management, LLC History No change 33,865 12,475 8.04% 8.04% 441 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 33,718 12,421 0.59% 0.59% 442 0 0.0% Q2 2026 Jul 23, 2026
Circle Wealth Management, LLC History No change 33,026 12,166 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 12, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 32,928 12,129 3.26% 3.26% 444 0 0.0% Q2 2026 Aug 17, 2026
HUNTINGTON NATIONAL BANK History No change 32,907 12,122 0.06% 0.06% 445 0 0.0% Q2 2026 Aug 13, 2026
Three Seasons Wealth, LLC History No change 32,448 11,953 1.09% 1.09% 446 0 0.0% Q2 2026 Aug 13, 2026
Innovative Advisory Group, LLC History No change 32,430 11,946 9.06% 9.06% 447 0 0.0% Q2 2026 Sep 21, 2026
Scarborough Advisors, LLC History No change 30,844 11,922 1.37% 1.37% 448 0 0.0% Q2 2026 Jul 21, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 32,128 11,835 6.49% 6.49% 449 0 0.0% Q2 2026 Jul 21, 2026
Narus Financial Partners, LLC History No change 32,031 11,799 3.03% 3.03% 450 0 0.0% Q2 2026 Jul 31, 2026
ASSOCIATED BANC-CORP History No change 32,019 11,795 0.28% 0.28% 451 0 0.0% Q2 2026 Jul 31, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 32,000 11,788 11.52% 11.52% 452 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 31,795 11,712 1.12% 1.12% 453 0 0.0% Q2 2026 Jul 31, 2026
5th Street Advisors, LLC History No change 31,794 11,712 4.45% 4.45% 454 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 31,429 11,577 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History Added to 30,267 11,526 1.15% 0.96% 456 +4,096 15.65% Q3 2026 Oct 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 31,156 11,478 0.13% 0.13% 457 0 0.0% Q2 2026 Aug 14, 2026
E Fund Management Co., Ltd. History No change 31,018 11,426 0.26% 0.26% 458 0 0.0% Q2 2026 Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 30,925 11,392 8.0% 8.0% 459 0 0.0% Q2 2026 Aug 11, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 30,870 11,371 3.03% 3.03% 460 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 34,529 11,365 0.18% 0.18% 461 0 0.0% Q2 2026 Aug 10, 2026
Conservest Capital Advisors, Inc. History No change 30,747 11,326 0.9% 0.9% 462 0 0.0% Q2 2026 Jul 22, 2026
GenTrust, LLC History No change 30,605 11,274 0.43% 0.43% 463 0 0.0% Q2 2026 Aug 06, 2026
Tamar Securities, LLC History No change 30,525 11,244 1.05% 1.05% 464 0 0.0% Q2 2026 Aug 05, 2026
Canton Hathaway, LLC History No change 30,474 11,226 2.15% 2.15% 465 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 30,473 11,225 0.32% 0.32% 466 0 0.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 30,400 11,198 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 30,254 11,144 0.34% 0.34% 468 0 0.0% Q2 2026 Jul 15, 2026
Gruss & Co., LLC History No change 30,000 11,051 27.1% 27.1% 469 0 0.0% Q2 2026 Aug 05, 2026
Senator Investment Group LP History No change 30,000 11,051 0.4% 0.4% 470 0 0.0% Q2 2026 Aug 12, 2026
Granite Bay Wealth Management, LLC History No change 29,899 11,014 1.01% 1.01% 471 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 29,870 11,003 0.12% 0.12% 472 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 29,860 10,999 0.34% 0.34% 473 0 0.0% Q2 2026 Jul 09, 2026
Strategic Investment Solutions, Inc. /IL History No change 29,850 10,996 2.51% 2.51% 474 0 0.0% Q2 2026 Jul 08, 2026
TCM Advisors, LLC History No change 29,772 10,967 0.84% 0.84% 475 0 0.0% Q2 2026 Aug 13, 2026
Krane Financial Solutions LLC History No change 29,689 10,936 6.73% 6.73% 476 0 0.0% Q2 2026 Aug 12, 2026
swisspartners Advisors Ltd History No change 29,690 10,933 7.37% 7.37% 477 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 29,502 10,867 0.54% 0.54% 478 0 0.0% Q2 2026 Jul 23, 2026
1 NORTH WEALTH SERVICES LLC History No change 29,417 10,836 3.54% 3.54% 479 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 29,374 10,820 0.21% 0.21% 480 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 29,320 10,800 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 28,013 10,723 0.12% 0.12% 482 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 28,848 10,627 1.06% 1.06% 483 0 0.0% Q2 2026 Jul 21, 2026
Quantum Capital Management, LLC / NJ History No change 28,768 10,597 1.33% 1.33% 484 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 28,636 10,548 0.64% 0.64% 485 0 0.0% Q2 2026 Aug 11, 2026
GENESIS PRIVATE WEALTH, LLC History No change 28,607 10,538 2.96% 2.96% 486 0 0.0% Q2 2026 Jul 13, 2026
Shade Tree Advisors LLC History No change 28,465 10,485 6.11% 6.11% 487 0 0.0% Q2 2026 Aug 04, 2026
HUB Investment Partners, LLC History No change 28,427 10,471 0.19% 0.19% 488 0 0.0% Q2 2026 Jul 31, 2026
Sharp Wealth Advisory, LLC History No change 28,321 10,432 4.83% 4.83% 489 0 0.0% Q2 2026 Jul 24, 2026
1834 INVESTMENT ADVISORS CO History No change 28,248 10,406 1.18% 1.18% 490 0 0.0% Q2 2026 Jul 30, 2026
HighPoint Advisor Group LLC History No change 28,033 10,326 0.36% 0.36% 491 0 0.0% Q2 2026 Aug 05, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 27,960 10,300 2.47% 2.47% 492 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 27,896 10,276 0.72% 0.72% 493 0 0.0% Q2 2026 Jul 07, 2026
Kovack Advisors, Inc. History No change 27,702 10,239 0.49% 0.49% 494 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 27,744 10,220 0.22% 0.22% 495 0 0.0% Q2 2026 Jul 17, 2026
Coastline Trust Co History Added to 26,766 10,193 0.95% 0.82% 496 +1,570 6.23% Q3 2026 Oct 01, 2026
Independent Family Office, LLC History No change 27,650 10,185 4.09% 4.09% 497 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 27,556 10,141 2.27% 2.27% 498 0 0.0% Q2 2026 Jul 09, 2026
Nicholson Meyer Capital Management, Inc. History No change 27,499 10,129 6.75% 6.75% 499 0 0.0% Q2 2026 Jul 21, 2026
Greykasell Wealth Strategies, Inc. History No change 27,343 10,072 3.66% 3.66% 500 0 0.0% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 27,236 10,033 0.34% 0.34% 501 0 0.0% Q2 2026 Aug 17, 2026
WEDBUSH SECURITIES INC History No change 27,207 10,022 0.26% 0.26% 502 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 26,213 10,016 0.1% 0.1% 503 0 0.0% Q2 2026 Jul 27, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 27,075 9,973 1.43% 1.43% 504 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 27,047 9,963 0.4% 0.4% 505 0 0.0% Q2 2026 Jul 27, 2026
Harvest Fund Management Co., Ltd History No change 26,941 9,925 0.33% 0.33% 506 0 0.0% Q2 2026 Aug 19, 2026
Compass Wealth Management, LLC/GA History No change 26,895 9,907 3.95% 3.95% 507 0 0.0% Q2 2026 Jul 21, 2026
Trivium Point Advisory, LLC History No change 26,769 9,860 0.89% 0.89% 508 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 26,713 9,840 0.53% 0.53% 509 0 0.0% Q2 2026 Jul 28, 2026
Allie Family Office LLC History No change 717,179 9,818 3.63% 3.63% 510 0 0.0% Q2 2026 Oct 02, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 26,610 9,802 2.09% 2.09% 511 0 0.0% Q2 2026 Jul 27, 2026
Ulysses Management LLC History No change 26,500 9,762 1.93% 1.93% 512 0 0.0% Q2 2026 Aug 14, 2026
Independent Wealth Advisors LLC History No change 26,394 9,722 8.8% 8.8% 513 0 0.0% Q2 2026 Jul 27, 2026
Boston Partners History No change 27,101 9,714 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 04, 2026
Sovran Advisors, LLC History No change 26,080 9,633 0.72% 0.72% 515 0 0.0% Q2 2026 Jul 29, 2026
CENTAURUS FINANCIAL, INC. History No change 26,104 9,616 0.37% 0.37% 516 0 0.0% Q2 2026 Aug 17, 2026
SageGuard Financial Group, LLC History No change 25,826 9,513 1.34% 1.34% 517 0 0.0% Q2 2026 Jul 27, 2026
Pitcairn Wealth Advisors LLC History No change 25,760 9,489 1.04% 1.04% 518 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 25,721 9,475 6.23% 6.23% 519 0 0.0% Q2 2026 Aug 11, 2026
SSA SWISS ADVISORS AG History No change 25,372 9,346 3.51% 3.51% 520 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 25,363 9,343 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 12, 2026
Sterling Investment Advisors, Ltd. History No change 115,207 9,321 1.56% 1.56% 522 0 0.0% Q2 2026 Jul 28, 2026
COREPATH WEALTH PARTNERS LLC History No change 24,765 9,273 5.78% 5.78% 523 0 0.0% Q2 2026 Jul 09, 2026
Arch Global Advisors, LLC History No change 25,164 9,269 4.1% 4.1% 524 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 25,125 9,255 0.15% 0.15% 525 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 25,119 9,253 0.43% 0.43% 526 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 25,087 9,241 0.35% 0.35% 527 0 0.0% Q2 2026 Jul 22, 2026
Collaborative Capital Advisors LLC History No change 25,019 9,216 5.82% 5.82% 528 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 24,846 9,152 0.1% 0.1% 529 0 0.0% Q2 2026 Aug 10, 2026
PCG Wealth Advisors, LLC History No change 24,802 9,136 2.04% 2.04% 530 0 0.0% Q2 2026 Aug 03, 2026
Symphony Financial, Ltd. Co. History No change 24,784 9,134 1.0% 1.0% 531 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 24,745 9,115 0.19% 0.19% 532 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 24,700 9,098 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 14, 2026
PETRA FINANCIAL ADVISORS INC History No change 24,679 9,091 4.21% 4.21% 534 0 0.0% Q2 2026 Jul 24, 2026
Deane Retirement Strategies, Inc. History Reduced 23,782 9,058 3.71% 3.77% 536 -381 -1.58% Q3 2026 Oct 08, 2026
Skylands Capital, LLC History No change 24,590 9,058 1.11% 1.11% 535 0 0.0% Q2 2026 Jul 24, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 24,344 8,967 0.3% 0.3% 537 0 0.0% Q2 2026 Jul 27, 2026
WCG Wealth Advisors LLC History No change 23,930 8,815 0.21% 0.21% 538 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 23,633 8,706 0.54% 0.54% 539 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 23,536 8,670 0.1% 0.1% 540 0 0.0% Q2 2026 Aug 04, 2026
CreativeOne Wealth, LLC History No change 23,536 8,670 0.19% 0.19% 541 0 0.0% Q2 2026 Aug 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 23,387 8,615 1.64% 1.64% 542 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 23,387 8,615 1.64% 1.64% 543 0 0.0% Q2 2026 Aug 14, 2026
Oxler Private Wealth LLC History No change 23,356 8,603 2.46% 2.46% 544 0 0.0% Q2 2026 Aug 03, 2026
IronBridge Private Wealth, LLC History No change 23,244 8,562 2.81% 2.81% 545 0 0.0% Q2 2026 Aug 13, 2026
NVWM, LLC History No change 23,201 8,546 1.72% 1.72% 546 0 0.0% Q2 2026 Jul 28, 2026
B. Riley Wealth Advisors, Inc. History No change 23,010 8,481 0.45% 0.45% 547 0 0.0% Q2 2026 Jul 14, 2026
Williams Jones Wealth Management, LLC. History No change 22,974 8,463 0.1% 0.1% 548 0 0.0% Q2 2026 Aug 05, 2026
INGALLS & SNYDER LLC History No change 22,928 8,446 0.23% 0.23% 549 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 22,914 8,440 0.95% 0.95% 550 0 0.0% Q2 2026 Jul 10, 2026
Princeton Global Asset Management LLC History No change 22,867 8,423 1.21% 1.21% 551 0 0.0% Q2 2026 Jul 16, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 22,861 8,421 0.06% 0.06% 552 0 0.0% Q2 2026 Jul 23, 2026
Yarbrough Capital, LLC History No change 22,747 8,379 0.25% 0.25% 553 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 22,730 8,373 0.09% 0.09% 554 0 0.0% Q2 2026 Aug 04, 2026
Oxbow Advisors, LLC History No change 22,614 8,330 0.68% 0.68% 555 0 0.0% Q2 2026 Aug 07, 2026
Beacon Capital Management, Inc. History No change 22,602 8,326 0.5% 0.5% 556 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 22,600 8,325 0.29% 0.29% 557 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 22,562 8,311 0.18% 0.18% 558 0 0.0% Q2 2026 Aug 03, 2026
Tepp RIA, LLC History No change 22,490 8,284 5.62% 5.62% 559 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,431 8,263 0.05% 0.05% 560 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Wealth Management, LLC History Added to 21,617 8,232 2.55% 2.36% 561 +1,085 5.28% Q3 2026 Oct 09, 2026
HEADINVEST, LLC History No change 22,283 8,208 1.53% 1.53% 562 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 22,212 8,182 0.22% 0.22% 563 0 0.0% Q2 2026 Jul 31, 2026
Brookwood Investment Group LLC History No change 22,156 8,161 0.92% 0.92% 564 0 0.0% Q2 2026 Jul 23, 2026
Curated Wealth Partners LLC History No change 22,145 8,157 0.94% 0.94% 565 0 0.0% Q2 2026 Aug 14, 2026
LFA - Lugano Financial Advisors SA History No change 22,496 8,149 4.9% 4.9% 566 0 0.0% Q2 2026 Jul 28, 2026
MUHLENKAMP & CO INC History No change 22,068 8,129 2.35% 2.35% 567 0 0.0% Q2 2026 Aug 17, 2026
IFG Advisory, LLC History No change 22,061 8,126 0.28% 0.28% 568 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 21,997 8,103 0.09% 0.09% 569 0 0.0% Q2 2026 Aug 04, 2026
Bellecapital International Ltd. History No change 21,953 8,087 1.29% 1.29% 570 0 0.0% Q2 2026 Jul 22, 2026
NDWM LLC History No change 21,943 8,083 4.75% 4.75% 571 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 21,928 8,078 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 21,816 8,036 0.38% 0.38% 573 0 0.0% Q2 2026 Aug 11, 2026
Addison Capital Co History No change 21,545 7,936 1.3% 1.3% 574 0 0.0% Q2 2026 Aug 04, 2026
TCTC Holdings, LLC History No change 21,542 7,935 0.21% 0.21% 575 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 20,920 7,897 0.15% 0.15% 576 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 21,374 7,873 1.56% 1.56% 577 0 0.0% Q2 2026 Jul 24, 2026
John Boyer, Inc. History No change 96,684 7,867 6.82% 6.82% 578 0 0.0% Q2 2026 Aug 07, 2026
HCR Wealth Advisors History No change 21,345 7,863 0.7% 0.7% 579 0 0.0% Q2 2026 Jul 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 21,324 7,855 1.99% 1.99% 580 0 0.0% Q2 2026 Jul 24, 2026
Veltria Advisors Corp. History No change 21,320 7,853 11.88% 11.88% 581 0 0.0% Q2 2026 Aug 14, 2026
LM Advisors LLC History No change 21,243 7,825 0.9% 0.9% 582 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 21,175 7,790 0.36% 0.36% 583 0 0.0% Q2 2026 Aug 20, 2026
Koshinski Asset Management, Inc. History No change 21,090 7,769 0.41% 0.41% 584 0 0.0% Q2 2026 Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 21,039 7,750 0.52% 0.52% 585 0 0.0% Q2 2026 Aug 04, 2026
National Philanthropic Trust History No change 21,014 7,741 0.11% 0.11% 586 0 0.0% Q2 2026 Aug 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 21,003 7,737 0.28% 0.28% 587 0 0.0% Q2 2026 Jul 13, 2026
Shay Capital LLC History No change 21,000 7,735 0.5% 0.5% 588 0 0.0% Q2 2026 Aug 14, 2026
Elite Wealth Management, Inc. History No change 20,951 7,717 2.29% 2.29% 589 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 20,916 7,705 0.19% 0.19% 590 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History Reduced 20,193 7,690 0.66% 0.67% 591 -62 -0.31% Q3 2026 Oct 01, 2026
Carr Financial Group Corp History No change 20,737 7,639 1.76% 1.76% 592 0 0.0% Q2 2026 Aug 06, 2026
waypoint wealth counsel History No change 20,710 7,629 4.77% 4.77% 593 0 0.0% Q2 2026 Aug 04, 2026
Cranbrook Wealth Management, LLC History No change 20,635 7,601 1.42% 1.42% 594 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History Added to 20,134 7,568 0.1% 0.1% 595 +561 2.87% Q3 2026 Oct 08, 2026
TSP Capital Management Group, LLC History No change 20,414 7,520 1.8% 1.8% 596 0 0.0% Q2 2026 Jul 31, 2026
Van Hulzen Asset Management, LLC History No change 20,393 7,512 0.53% 0.53% 597 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 20,370 7,503 0.07% 0.07% 598 0 0.0% Q2 2026 Aug 05, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 20,363 7,501 0.07% 0.07% 599 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 20,360 7,500 0.52% 0.52% 600 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 19,866 7,318 0.19% 0.19% 601 0 0.0% Q2 2026 Jul 31, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 19,787 7,289 0.38% 0.38% 602 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History No change 19,274 7,270 0.99% 0.99% 603 0 0.0% Q2 2026 Aug 11, 2026
Delos Wealth Advisors, LLC History No change 19,728 7,267 3.73% 3.73% 604 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 19,662 7,243 0.53% 0.53% 605 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 19,639 7,234 0.31% 0.31% 606 0 0.0% Q2 2026 Jul 22, 2026
CULLEN/FROST BANKERS, INC. History No change 19,636 7,233 0.07% 0.07% 607 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 19,614 7,225 0.18% 0.18% 608 0 0.0% Q2 2026 Aug 05, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 19,598 7,219 2.44% 2.44% 609 0 0.0% Q2 2026 Jul 09, 2026
Ausdal Financial Partners, Inc. History No change 19,564 7,207 0.28% 0.28% 610 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 19,564 7,206 0.14% 0.14% 611 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 16,542 7,117 0.2% 0.2% 612 0 0.0% Q2 2026 Aug 13, 2026
LS Investment Advisors, LLC History No change 19,312 7,114 0.96% 0.96% 613 0 0.0% Q2 2026 Jul 21, 2026
Sequent Planning LLC History No change 19,276 7,100 1.52% 1.52% 614 0 0.0% Q2 2026 Aug 14, 2026
Alaethes Wealth, LLC History No change 19,249 7,090 2.06% 2.06% 615 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 19,231 7,084 0.05% 0.05% 616 0 0.0% Q2 2026 Aug 11, 2026
BANQUE PICTET & CIE SA History No change 19,271 7,070 0.04% 0.04% 617 0 0.0% Q2 2026 Jul 24, 2026
Mayflower Financial Advisors, LLC History No change 19,192 7,069 0.61% 0.61% 618 0 0.0% Q2 2026 Jul 09, 2026
Marathon Trading Investment Management LLC History No change 19,055 7,019 0.22% 0.22% 619 0 0.0% Q2 2026 Aug 12, 2026
Park Edge Advisors, LLC History No change 19,006 7,001 1.47% 1.47% 620 0 0.0% Q2 2026 Jul 10, 2026
Modern Wealth Management, LLC History No change 18,931 6,973 0.08% 0.08% 621 0 0.0% Q2 2026 Aug 13, 2026
Overbrook Management Corp History Added to 18,218 6,938 1.08% 0.47% 622 +9,794 116.26% Q3 2026 Oct 08, 2026
Prostatis Group LLC History No change 18,784 6,919 1.61% 1.61% 623 0 0.0% Q2 2026 Aug 14, 2026
TigerOak Management, L.L.C. History No change 18,780 6,918 1.94% 1.94% 624 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 18,663 6,875 0.26% 0.26% 625 0 0.0% Q2 2026 Aug 13, 2026
Curry Webb Wealth Management LLC History No change 18,541 6,830 2.83% 2.83% 626 0 0.0% Q2 2026 Aug 13, 2026
Smart Money Group LLC History No change 18,440 6,792 1.74% 1.74% 627 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 18,393 6,775 0.21% 0.21% 628 0 0.0% Q2 2026 Jul 31, 2026
McBroom & Associates, LLC History No change 18,373 6,768 3.4% 3.4% 629 0 0.0% Q2 2026 Jul 29, 2026
Kaydan Wealth Management, Inc. History New 17,756 6,762 2.32% — 630 +17,756 New Q3 2026 Oct 08, 2026
Encompass More Asset Management History No change 18,254 6,724 0.98% 0.98% 631 0 0.0% Q2 2026 Jul 14, 2026
Confluence Wealth Services, Inc. History No change 18,219 6,711 0.19% 0.19% 632 0 0.0% Q2 2026 Jul 22, 2026
St. Johns Investment Management Company, LLC History No change 18,193 6,701 2.53% 2.53% 633 0 0.0% Q2 2026 Aug 03, 2026
MISSION WEALTH MANAGEMENT, LP History No change 18,151 6,686 0.08% 0.08% 634 0 0.0% Q2 2026 Jul 20, 2026
Westside Investment Management, Inc. History No change 18,066 6,655 0.87% 0.87% 635 0 0.0% Q2 2026 Jul 27, 2026
Sepio Capital, LP History No change 18,001 6,631 0.33% 0.33% 636 0 0.0% Q2 2026 Jul 28, 2026
McGuire Investment Group, LLC History No change 17,955 6,614 0.58% 0.58% 637 0 0.0% Q2 2026 Jul 27, 2026
Kessler Investment Group, LLC History Reduced 17,293 6,585 3.18% 2.87% 638 -927 -5.09% Q3 2026 Oct 08, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 17,845 6,573 0.87% 0.87% 639 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 17,806 6,559 0.6% 0.6% 640 0 0.0% Q2 2026 Jul 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 17,783 6,551 0.05% 0.05% 641 0 0.0% Q2 2026 Aug 13, 2026
HAMEL ASSOCIATES, INC. History No change 17,757 6,541 1.8% 1.8% 642 0 0.0% Q2 2026 Jul 27, 2026
Estate Counselors, LLC History No change 17,593 6,480 0.56% 0.56% 643 0 0.0% Q2 2026 Aug 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 17,549 6,464 0.28% 0.28% 644 0 0.0% Q2 2026 Aug 03, 2026
Sound View Wealth Advisors Group, LLC History No change 17,462 6,432 0.4% 0.4% 645 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 17,332 6,384 0.27% 0.27% 646 0 0.0% Q2 2026 Aug 05, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 17,296 6,371 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 10, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 17,258 6,357 0.45% 0.45% 648 0 0.0% Q2 2026 Jul 20, 2026
AGH Wealth Advisors, LLC History No change 17,202 6,336 4.0% 4.0% 649 0 0.0% Q2 2026 Jul 22, 2026
Refined Wealth Management History No change 17,178 6,328 3.82% 3.82% 650 0 0.0% Q2 2026 Jul 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 17,168 6,324 0.51% 0.51% 651 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 17,152 6,318 0.38% 0.38% 652 0 0.0% Q2 2026 Aug 07, 2026
1ST SOURCE BANK History No change 17,125 6,308 0.29% 0.29% 653 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 17,123 6,307 0.33% 0.33% 654 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 17,086 6,294 0.14% 0.14% 655 0 0.0% Q2 2026 Aug 12, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 17,084 6,293 5.25% 5.25% 656 0 0.0% Q2 2026 Jul 22, 2026
University of Illinois Foundation History No change 17,035 6,275 1.12% 1.12% 657 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 17,016 6,268 0.39% 0.39% 658 0 0.0% Q2 2026 Aug 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 17,000 6,262 0.08% 0.08% 659 0 0.0% Q2 2026 Aug 14, 2026
EVEXIA WEALTH LLC History No change 16,816 6,250 1.69% 1.69% 660 0 0.0% Q2 2026 Aug 07, 2026
Lynx Investment Advisory History No change 16,959 6,247 2.05% 2.05% 661 0 0.0% Q2 2026 Jul 27, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 16,871 6,214 1.24% 1.24% 662 0 0.0% Q2 2026 Jul 22, 2026
Royal Fund Management, LLC History No change 16,863 6,211 0.52% 0.52% 663 0 0.0% Q2 2026 Jul 20, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 16,849 6,206 0.97% 0.97% 664 0 0.0% Q2 2026 Aug 07, 2026
WJ Financial Advisors LLC History No change 16,826 6,198 4.55% 4.55% 665 0 0.0% Q2 2026 Aug 13, 2026
Segment Wealth Management, LLC History No change 16,811 6,192 0.32% 0.32% 666 0 0.0% Q2 2026 Jul 16, 2026
Resolute Wealth Strategies, LLC History No change 16,723 6,160 2.39% 2.39% 667 0 0.0% Q2 2026 Aug 12, 2026
GoalFusion Wealth Management, LLC History Reduced 16,124 6,140 2.46% 2.4% 668 -45 -0.28% Q3 2026 Oct 06, 2026
Marin Bay Wealth Advisors, LLC History No change 16,634 6,127 3.29% 3.29% 669 0 0.0% Q2 2026 Aug 10, 2026
YHB Investment Advisors, Inc. History Reduced 16,065 6,118 0.39% 0.38% 671 -205 -1.26% Q3 2026 Oct 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 16,608 6,118 0.05% 0.05% 670 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 16,594 6,112 0.11% 0.11% 672 0 0.0% Q2 2026 Jul 20, 2026
ROI Financial Advisors, LLC History No change 16,533 6,090 3.15% 3.15% 673 0 0.0% Q2 2026 Aug 14, 2026
Journey Advisory Group, LLC History No change 16,494 6,076 0.46% 0.46% 674 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 16,479 6,070 0.11% 0.11% 675 0 0.0% Q2 2026 Aug 11, 2026
J. Safra Sarasin Holding AG History No change 14,957 6,034 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 31, 2026
Baron Financial Group, LLC History Reduced 15,824 6,026 2.93% 2.81% 677 -168 -1.05% Q3 2026 Oct 09, 2026
Signature Equity Partners, LLC History No change 16,347 6,021 2.76% 2.76% 678 0 0.0% Q2 2026 Jul 30, 2026
Cumberland Partners Ltd History No change 16,304 6,006 0.39% 0.39% 679 0 0.0% Q2 2026 Aug 06, 2026
SeaCrest Wealth Management, LLC History No change 16,194 5,965 0.66% 0.66% 680 0 0.0% Q2 2026 Jul 09, 2026
Institute for Wealth Management, LLC. History No change 16,163 5,954 0.53% 0.53% 681 0 0.0% Q2 2026 Jul 28, 2026
GKV Capital Management Co., Inc. History No change 16,123 5,939 1.92% 1.92% 682 0 0.0% Q2 2026 Jul 23, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 16,104 5,932 1.27% 1.27% 683 0 0.0% Q2 2026 Jul 16, 2026
AdvisorShares Investments LLC History No change 16,086 5,925 0.72% 0.72% 684 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 16,041 5,909 1.86% 1.86% 685 0 0.0% Q2 2026 Jul 31, 2026
O'Domhnaill Enterprises, Inc. History No change 16,043 5,909 4.72% 4.72% 686 0 0.0% Q2 2026 Jul 30, 2026
BigSur Wealth Management LLC History No change 16,038 5,908 1.42% 1.42% 687 0 0.0% Q2 2026 Jul 14, 2026
Wealth Management Associates, Inc. History No change 16,015 5,899 1.63% 1.63% 688 0 0.0% Q2 2026 Jul 21, 2026
ZEGA Investments, LLC History No change 16,006 5,896 0.61% 0.61% 689 0 0.0% Q2 2026 Jul 31, 2026
Arrington Capital Management, LLC History No change 16,000 5,894 3.62% 3.62% 690 0 0.0% Q2 2026 Aug 11, 2026
Grand Central Investment Group History No change 15,994 5,891 4.93% 4.93% 691 0 0.0% Q2 2026 Aug 04, 2026
Apollon Financial, LLC History No change 15,988 5,889 0.69% 0.69% 692 0 0.0% Q2 2026 Jul 22, 2026
GLR Partners, LLC History No change 15,975 5,884 2.74% 2.74% 693 0 0.0% Q2 2026 Jul 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 15,967 5,881 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 15,910 5,860 0.06% 0.06% 695 0 0.0% Q2 2026 Aug 03, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 15,861 5,842 1.59% 1.59% 696 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 15,859 5,842 0.36% 0.36% 697 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC History Added to 15,330 5,838 0.43% 0.42% 698 +165 1.09% Q3 2026 Oct 01, 2026
Rye Brook Capital LLC History Added to 15,306 5,829 3.77% 3.19% 699 +2,960 23.98% Q3 2026 Oct 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 15,750 5,801 1.63% 1.63% 700 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 15,727 5,794 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 14, 2026
CABOT WEALTH MANAGEMENT INC History No change 15,728 5,793 0.59% 0.59% 702 0 0.0% Q2 2026 Jul 31, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 15,709 5,786 0.23% 0.23% 703 0 0.0% Q2 2026 Aug 18, 2026
GUIDANCE CAPITAL, INC History No change 15,833 5,778 1.24% 1.24% 704 0 0.0% Q2 2026 Jul 20, 2026
CAMPBELL CAPITAL MANAGEMENT INC History No change 15,675 5,774 2.07% 2.07% 705 0 0.0% Q2 2026 Jul 21, 2026
Alpha Advisors, LLC/VA History No change 15,667 5,771 4.34% 4.34% 706 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 15,631 5,758 0.29% 0.29% 707 0 0.0% Q2 2026 Jul 16, 2026
Kassira Wealth Management LLC History No change 15,492 5,706 4.58% 4.58% 708 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 15,401 5,673 0.03% 0.03% 709 0 0.0% Q2 2026 Aug 10, 2026
Capital Group Private Client Services, Inc. History No change 15,374 5,663 0.08% 0.08% 710 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 15,353 5,655 0.22% 0.22% 711 0 0.0% Q2 2026 Jul 24, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 15,346 5,653 0.37% 0.37% 712 0 0.0% Q2 2026 Aug 03, 2026
MACKAY SHIELDS LLC History No change 15,336 5,649 0.19% 0.19% 713 0 0.0% Q2 2026 Jul 28, 2026
Indivisible Partners History No change 15,285 5,630 0.32% 0.32% 714 0 0.0% Q2 2026 Aug 04, 2026
Peregrine Asset Advisers, Inc. History No change 15,276 5,627 1.22% 1.22% 715 0 0.0% Q2 2026 Aug 10, 2026
First Trust Bank, Ltd. History No change 15,208 5,602 11.24% 11.24% 716 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History Added to 14,526 5,532 2.48% 2.32% 717 +482 3.43% Q3 2026 Oct 01, 2026
Elequin Capital, LP History No change 15,000 5,525 0.16% 0.16% 718 0 0.0% Q2 2026 Aug 13, 2026
Pointe Capital Management LLC History No change 14,952 5,508 2.46% 2.46% 719 0 0.0% Q2 2026 Aug 14, 2026
Ameraudi Asset Management, Inc. History No change 14,883 5,482 2.48% 2.48% 720 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 14,843 5,468 0.1% 0.1% 721 0 0.0% Q2 2026 Aug 11, 2026
Bienville Capital Management, LLC History No change 14,826 5,461 0.73% 0.73% 722 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 14,730 5,426 1.21% 1.21% 723 0 0.0% Q2 2026 Jul 27, 2026
Burns Matteson Capital Management, LLC History No change 14,710 5,418 1.69% 1.69% 724 0 0.0% Q2 2026 Jul 17, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 14,162 5,411 1.62% 1.62% 725 0 0.0% Q2 2026 Jul 10, 2026
Avidian Wealth Enterprises, LLC History Added to 14,201 5,408 0.15% 0.12% 726 +2,417 20.51% Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History No change 14,667 5,403 0.06% 0.06% 727 0 0.0% Q2 2026 Aug 03, 2026
United Asset Strategies, Inc. History No change 14,664 5,401 0.38% 0.38% 728 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisors, LLC History No change 14,618 5,384 0.07% 0.07% 729 0 0.0% Q2 2026 Aug 06, 2026
truNorth Financial Services, Inc. History No change 14,579 5,370 4.81% 4.81% 730 0 0.0% Q2 2026 Jul 30, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 14,570 5,367 0.78% 0.78% 731 0 0.0% Q2 2026 Jul 21, 2026
Bell & Brown Wealth Advisors, LLC History No change 14,569 5,366 1.63% 1.63% 732 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 14,554 5,361 0.32% 0.32% 733 0 0.0% Q2 2026 Aug 04, 2026
ANCHYRA PARTNERS LLC History No change 14,550 5,359 1.29% 1.29% 734 0 0.0% Q2 2026 Jul 23, 2026
SUCCESSION FINANCIAL, INC. History No change 14,534 5,353 5.09% 5.09% 735 0 0.0% Q2 2026 Aug 07, 2026
Astra Wealth Partners LLC History No change 14,529 5,352 2.85% 2.85% 736 0 0.0% Q2 2026 Aug 11, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 14,514 5,346 2.25% 2.25% 737 0 0.0% Q2 2026 Jul 16, 2026
CSS LLC/IL History No change 14,500 5,341 0.21% 0.21% 738 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 14,476 5,332 0.58% 0.58% 739 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 14,472 5,331 0.12% 0.12% 740 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History Reduced 13,955 5,314 0.84% 0.88% 741 -757 -5.15% Q3 2026 Oct 09, 2026
BlueChip Wealth Advisors LLC History No change 14,393 5,302 2.01% 2.01% 742 0 0.0% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History No change 14,350 5,286 0.18% 0.18% 743 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 14,323 5,276 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 15, 2026
Oppenheimer & Close, LLC History No change 14,317 5,274 3.33% 3.33% 745 0 0.0% Q2 2026 Aug 12, 2026
Clare Market Investments LLC History No change 14,310 5,271 0.96% 0.96% 746 0 0.0% Q2 2026 Jul 27, 2026
Norris Financial Group, LLC History No change 14,306 5,270 2.1% 2.1% 747 0 0.0% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History No change 14,289 5,263 0.45% 0.45% 748 0 0.0% Q2 2026 Jul 23, 2026
SMITH, MOORE & CO. History No change 14,268 5,256 0.34% 0.34% 749 0 0.0% Q2 2026 Aug 12, 2026
Advus Financial Partners, LLC History No change 14,230 5,242 1.49% 1.49% 750 0 0.0% Q2 2026 Oct 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 14,217 5,237 0.24% 0.24% 751 0 0.0% Q2 2026 Jul 28, 2026
Argent Trust Co History No change 14,212 5,235 0.15% 0.15% 752 0 0.0% Q2 2026 Aug 06, 2026
Praxis Capital Management LLC History No change 14,200 5,230 8.29% 8.29% 753 0 0.0% Q2 2026 Jul 22, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 14,142 5,209 0.38% 0.38% 754 0 0.0% Q2 2026 Jul 28, 2026
Aries Wealth Management History No change 14,130 5,205 1.02% 1.02% 755 0 0.0% Q2 2026 Jul 24, 2026
Concentrum Wealth Management History No change 14,050 5,175 1.24% 1.24% 756 0 0.0% Q2 2026 Aug 06, 2026
Montis Financial, LLC History No change 14,023 5,165 1.06% 1.06% 757 0 0.0% Q2 2026 Aug 05, 2026
DCF Advisers, LLC History No change 14,000 5,157 0.91% 0.91% 758 0 0.0% Q2 2026 Aug 10, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 13,911 5,124 1.53% 1.53% 759 0 0.0% Q2 2026 Jul 14, 2026
Bison Wealth, LLC History No change 13,361 5,105 0.47% 0.47% 760 0 0.0% Q2 2026 Jul 07, 2026
WHITE PINE CAPITAL LLC History No change 13,821 5,091 1.2% 1.2% 761 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 13,822 5,091 0.69% 0.69% 762 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 13,808 5,086 0.31% 0.31% 763 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 13,792 5,080 0.95% 0.95% 764 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 13,726 5,056 0.04% 0.04% 765 0 0.0% Q2 2026 Aug 14, 2026
GQG Partners LLC History No change 13,626 5,019 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 12, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 13,500 5,015 8.62% 8.62% 767 0 0.0% Q2 2026 Aug 13, 2026
CASTLEARK MANAGEMENT LLC History No change 13,575 5,000 0.13% 0.13% 768 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 13,563 4,996 0.26% 0.26% 769 0 0.0% Q2 2026 Aug 07, 2026
Hollow Brook Wealth Management LLC History No change 13,433 4,948 0.98% 0.98% 770 0 0.0% Q2 2026 Aug 14, 2026
RPG Investment Advisory, LLC History No change 13,431 4,947 0.51% 0.51% 771 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 13,416 4,942 0.06% 0.06% 772 0 0.0% Q2 2026 Aug 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 12,995 4,913 3.82% 3.82% 773 0 0.0% Q2 2026 Jul 09, 2026
Signal Advisors Wealth, LLC History No change 13,338 4,913 0.25% 0.25% 774 0 0.0% Q2 2026 Aug 04, 2026
AlphaStar Capital Management, LLC History No change 13,332 4,911 0.31% 0.31% 775 0 0.0% Q2 2026 Jul 30, 2026
Aberdeen Group plc History No change 13,320 4,906 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 31, 2026
Inscription Capital, LLC History No change 13,316 4,905 0.43% 0.43% 777 0 0.0% Q2 2026 Aug 13, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 13,311 4,903 1.48% 1.48% 778 0 0.0% Q2 2026 Aug 13, 2026
MATAURO, LLC History No change 13,287 4,894 0.65% 0.65% 779 0 0.0% Q2 2026 Jul 21, 2026
IPG Investment Advisors LLC History No change 13,238 4,876 0.7% 0.7% 780 0 0.0% Q2 2026 Aug 12, 2026
MILFORD FUNDS LTD History No change 13,231 4,874 0.08% 0.08% 781 0 0.0% Q2 2026 Jul 30, 2026
Certified Advisory Corp History No change 13,218 4,869 0.39% 0.39% 782 0 0.0% Q2 2026 Jul 16, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 13,216 4,868 1.16% 1.16% 783 0 0.0% Q2 2026 Jul 15, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 12,781 4,867 0.55% 0.55% 785 -135 -1.05% Q3 2026 Oct 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 13,214 4,867 0.02% 0.02% 784 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Group, LLC / IL History No change 13,150 4,844 1.18% 1.18% 786 0 0.0% Q2 2026 Jul 30, 2026
Bellwether Advisors, LLC History No change 13,114 4,830 0.72% 0.72% 787 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 13,112 4,830 0.45% 0.45% 788 0 0.0% Q2 2026 Jul 29, 2026
SS&H Financial Advisors, Inc. History No change 13,049 4,807 1.23% 1.23% 789 0 0.0% Q2 2026 Aug 04, 2026
Traynor Capital Management, Inc. History No change 13,021 4,796 0.22% 0.22% 790 0 0.0% Q2 2026 Jul 22, 2026
Better Way Financial, LLC History No change 13,013 4,793 4.05% 4.05% 791 0 0.0% Q2 2026 Jul 22, 2026
Eddie Patel Inc History No change 13,004 4,790 2.86% 2.86% 792 0 0.0% Q2 2026 Aug 11, 2026
Avestar Capital, LLC History No change 12,963 4,775 0.27% 0.27% 793 0 0.0% Q2 2026 Jul 29, 2026
Zeit Capital LLC History No change 12,934 4,764 2.87% 2.87% 794 0 0.0% Q2 2026 Aug 06, 2026
D.B. Root & Company, LLC History No change 12,919 4,759 1.01% 1.01% 795 0 0.0% Q2 2026 Aug 13, 2026
Bramshill Investments, LLC History No change 12,842 4,730 0.36% 0.36% 796 0 0.0% Q2 2026 Aug 14, 2026
Gould Capital, LLC History No change 12,767 4,703 2.62% 2.62% 797 0 0.0% Q2 2026 Aug 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 12,767 4,703 0.41% 0.41% 798 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 12,382 4,676 0.19% 0.19% 799 0 0.0% Q2 2026 Aug 12, 2026
Nvest Financial, LLC History No change 12,670 4,667 1.48% 1.48% 800 0 0.0% Q2 2026 Jul 30, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 12,600 4,641 0.19% 0.19% 801 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 12,506 4,606 0.06% 0.06% 802 0 0.0% Q2 2026 Aug 11, 2026
Waratah Capital Advisors Ltd. History No change 12,500 4,604 0.16% 0.16% 803 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History No change 12,497 4,603 1.84% 1.84% 804 0 0.0% Q2 2026 Jul 27, 2026
OLD NATIONAL BANCORP /IN/ History No change 12,474 4,595 0.09% 0.09% 805 0 0.0% Q2 2026 Jul 15, 2026
Hibernia Wealth Partners, LLC History No change 12,438 4,581 2.48% 2.48% 806 0 0.0% Q2 2026 Jul 23, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 12,367 4,555 2.38% 2.38% 807 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,336 4,544 0.08% 0.08% 808 0 0.0% Q2 2026 Jul 23, 2026
Cyndeo Wealth Partners, LLC History No change 12,312 4,535 0.21% 0.21% 809 0 0.0% Q2 2026 Jul 21, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 12,310 4,534 0.16% 0.16% 810 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 12,293 4,528 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 11, 2026
FreeGulliver LLC History No change 12,157 4,478 1.58% 1.58% 812 0 0.0% Q2 2026 Aug 11, 2026
Ciovacco Capital Management LLC History No change 12,151 4,476 1.99% 1.99% 813 0 0.0% Q2 2026 Aug 07, 2026
Texas Bank & Trust Co History No change 12,148 4,475 1.47% 1.47% 814 0 0.0% Q2 2026 Jul 31, 2026
Emmett Investment Management, LP History No change 12,055 4,467 3.13% 3.13% 815 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 12,112 4,461 0.14% 0.14% 816 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 12,063 4,443 0.38% 0.38% 817 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 12,030 4,431 2.66% 2.66% 818 0 0.0% Q2 2026 Aug 17, 2026
Visionary Wealth Advisors History No change 11,993 4,417 0.17% 0.17% 819 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 11,981 4,413 0.5% 0.5% 820 0 0.0% Q2 2026 Jul 31, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,912 4,388 0.2% 0.2% 821 0 0.0% Q2 2026 Aug 04, 2026
Onyx Bridge Wealth Group LLC History No change 11,911 4,387 0.39% 0.39% 822 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 11,898 4,382 0.4% 0.4% 823 0 0.0% Q2 2026 Jul 22, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 11,866 4,371 0.42% 0.42% 824 0 0.0% Q2 2026 Jul 22, 2026
FSA Investment Group, LLC History New 11,425 4,351 1.39% — 825 +11,425 New Q3 2026 Oct 07, 2026
SHIKIAR ASSET MANAGEMENT INC History No change 11,766 4,334 1.09% 1.09% 826 0 0.0% Q2 2026 Jul 21, 2026
Ancora Advisors LLC History No change 11,759 4,331 0.08% 0.08% 827 0 0.0% Q2 2026 Aug 14, 2026
SMART Wealth LLC History No change 11,746 4,326 0.93% 0.93% 828 0 0.0% Q2 2026 Aug 05, 2026
Matrix Trust Co History Added to 11,327 4,314 0.63% 0.6% 829 +62 0.55% Q3 2026 Oct 07, 2026
Relyea Zuckerberg Hanson LLC History No change 11,696 4,308 0.36% 0.36% 830 0 0.0% Q2 2026 Jul 16, 2026
WEST MICHIGAN ADVISORS, LLC History No change 11,669 4,298 0.82% 0.82% 831 0 0.0% Q2 2026 Aug 21, 2026
Orin Green Financial, LLC History No change 11,664 4,296 1.58% 1.58% 832 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF VERMONT History No change 11,572 4,262 0.16% 0.16% 833 0 0.0% Q2 2026 Aug 07, 2026
Obermeyer Wealth Partners History No change 11,551 4,255 0.17% 0.17% 834 0 0.0% Q2 2026 Jul 29, 2026
Luxor Capital Group, LP History No change 11,500 4,236 0.17% 0.17% 835 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 11,500 4,236 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 31, 2026
CIBC Asset Management Inc History No change 11,487 4,231 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 03, 2026
Capital Markets Trading UK LLP History No change 11,441 4,215 0.04% 0.04% 838 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 11,419 4,206 0.26% 0.26% 839 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 11,413 4,204 0.04% 0.04% 840 0 0.0% Q2 2026 Aug 06, 2026
Lifeworks Advisors, LLC History No change 11,408 4,202 0.44% 0.44% 841 0 0.0% Q2 2026 Aug 14, 2026
CMG Global Holdings, LLC History No change 11,395 4,197 1.78% 1.78% 842 0 0.0% Q2 2026 Jul 28, 2026
Acorn Wealth Advisors, LLC History No change 11,392 4,196 1.02% 1.02% 843 0 0.0% Q2 2026 Jul 30, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 11,346 4,179 0.6% 0.6% 844 0 0.0% Q2 2026 Aug 07, 2026
BECK MACK & OLIVER LLC History No change 11,315 4,168 0.08% 0.08% 845 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 11,311 4,166 0.68% 0.68% 846 0 0.0% Q2 2026 Jul 24, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 11,261 4,148 0.51% 0.51% 847 0 0.0% Q2 2026 Aug 11, 2026
Chatterton & Associates Inc. History No change 10,963 4,145 2.44% 2.44% 848 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 11,223 4,134 1.03% 1.03% 849 0 0.0% Q2 2026 Aug 05, 2026
Bosman Wealth Management, LLC History No change 11,176 4,117 2.55% 2.55% 850 0 0.0% Q2 2026 Jul 28, 2026
Flagship Private Wealth, LLC History No change 11,135 4,101 1.45% 1.45% 851 0 0.0% Q2 2026 Aug 04, 2026
Professional Financial Advisors, LLC History No change 11,082 4,082 0.71% 0.71% 852 0 0.0% Q2 2026 Jul 09, 2026
Curran Financial Partners, LLC History No change 11,075 4,079 0.61% 0.61% 853 0 0.0% Q2 2026 Aug 12, 2026
COFG Advisors, LLC History No change 11,031 4,063 0.7% 0.7% 854 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 11,026 4,061 0.16% 0.16% 855 0 0.0% Q2 2026 Aug 10, 2026
Expressive Wealth LLC History No change 11,004 4,053 3.83% 3.83% 856 0 0.0% Q2 2026 Aug 11, 2026
Towneley Capital Management, Inc / DE History No change 10,620 4,044 0.8% 0.77% 857 0 0.0% Q3 2026 Oct 09, 2026
MARATHON CAPITAL MANAGEMENT History No change 10,954 4,035 0.82% 0.82% 858 0 0.0% Q2 2026 Jul 22, 2026
JTC Employer Solutions Trustee Ltd History No change 10,953 4,034 0.32% 0.32% 859 0 0.0% Q2 2026 Jul 31, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 10,950 4,033 2.45% 2.45% 860 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 10,890 4,011 0.17% 0.17% 861 0 0.0% Q2 2026 Jul 09, 2026
National Wealth Management Group, LLC History No change 10,862 4,001 1.24% 1.24% 862 0 0.0% Q2 2026 Jul 14, 2026
MMA ASSET MANAGEMENT LLC History No change 10,858 3,999 1.27% 1.27% 863 0 0.0% Q2 2026 Aug 04, 2026
Rossmore Private Capital History No change 10,834 3,991 0.32% 0.32% 864 0 0.0% Q2 2026 Jul 31, 2026
VVR Holdings LLC History No change 10,808 3,981 1.72% 1.72% 865 0 0.0% Q2 2026 Jul 15, 2026
Alliance Wealth Advisors, LLC History No change 10,760 3,963 1.29% 1.29% 866 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Advisory, LLC History No change 10,741 3,956 0.33% 0.33% 867 0 0.0% Q2 2026 Jul 29, 2026
Summit Wealth Partners, LLC History No change 10,725 3,950 0.56% 0.56% 868 0 0.0% Q2 2026 Aug 03, 2026
Ariston Services Group History No change 10,693 3,939 2.17% 2.17% 869 0 0.0% Q2 2026 Jul 27, 2026
44 WEALTH MANAGEMENT LLC History No change 10,675 3,932 1.3% 1.3% 870 0 0.0% Q2 2026 Aug 14, 2026
Barry Investment Advisors, LLC History No change 10,662 3,927 0.82% 0.82% 871 0 0.0% Q2 2026 Jul 09, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 10,638 3,918 0.29% 0.29% 872 0 0.0% Q2 2026 Aug 12, 2026
Cannell & Spears LLC History No change 10,634 3,917 0.07% 0.07% 873 0 0.0% Q2 2026 Aug 11, 2026
Dorsey Wright & Associates History No change 10,616 3,910 0.66% 0.66% 874 0 0.0% Q2 2026 Aug 06, 2026
Advisor Resource Council History No change 10,450 3,906 1.1% 1.1% 875 0 0.0% Q2 2026 Jul 28, 2026
Consolidated Investment Group LLC History No change 10,600 3,904 0.34% 0.34% 876 0 0.0% Q2 2026 Jul 22, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,534 3,880 0.39% 0.39% 877 0 0.0% Q2 2026 Jul 13, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 10,528 3,878 1.36% 1.36% 878 0 0.0% Q2 2026 Aug 03, 2026
ABLE Financial Group, LLC History No change 10,520 3,875 0.65% 0.65% 879 0 0.0% Q2 2026 Jul 22, 2026
Gouws Capital LLC History Added to 10,160 3,869 1.83% 1.72% 880 +130 1.3% Q3 2026 Oct 09, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 10,142 3,862 0.76% 0.81% 881 -186 -1.8% Q3 2026 Oct 05, 2026
Discipline Wealth Solutions, LLC History No change 10,476 3,858 0.34% 0.34% 882 0 0.0% Q2 2026 Jul 21, 2026
Independent Wealth Network Inc. History No change 10,430 3,842 0.98% 0.98% 883 0 0.0% Q2 2026 Jul 20, 2026
Sound Income Strategies, LLC History Reduced 10,088 3,819 0.17% 0.17% 885 -351 -3.36% Q3 2026 Oct 09, 2026
Financial Engines Advisors L.L.C. History No change 10,369 3,819 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 10,349 3,812 0.15% 0.15% 886 0 0.0% Q2 2026 Jul 28, 2026
Twelve Points Wealth Management LLC History No change 10,320 3,801 0.76% 0.76% 887 0 0.0% Q2 2026 Aug 07, 2026
Sterling Financial Planning, Inc. History No change 10,288 3,790 1.03% 1.03% 888 0 0.0% Q2 2026 Aug 11, 2026
KCM INVESTMENT ADVISORS LLC History No change 10,262 3,780 0.11% 0.11% 889 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 10,254 3,777 0.1% 0.1% 890 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial Strategies, Inc. History No change 10,249 3,775 0.26% 0.26% 891 0 0.0% Q2 2026 Jul 24, 2026
Narwhal Capital Management History No change 10,244 3,773 0.26% 0.26% 892 0 0.0% Q2 2026 Jul 24, 2026
CERTUITY, LLC History No change 10,208 3,764 0.19% 0.19% 893 0 0.0% Q2 2026 Jul 28, 2026
Weaver Consulting Group History Reduced 9,875 3,760 0.73% 0.76% 894 -159 -1.58% Q3 2026 Oct 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,141 3,757 0.22% 0.22% 895 0 0.0% Q2 2026 Jul 22, 2026
Accel Wealth Management History No change 10,199 3,757 0.85% 0.85% 896 0 0.0% Q2 2026 Jul 10, 2026
Tandem Financial, LLC History No change 10,175 3,748 1.13% 1.13% 897 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 10,159 3,742 0.23% 0.23% 898 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,107 3,723 0.04% 0.04% 899 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 10,063 3,707 0.07% 0.07% 900 0 0.0% Q2 2026 Aug 14, 2026
Fermata Advisors, LLC History No change 10,038 3,697 0.75% 0.75% 901 0 0.0% Q2 2026 Jul 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 10,037 3,697 0.25% 0.25% 902 0 0.0% Q2 2026 Aug 05, 2026
Willow Creek Capital Management, Inc. History No change 10,003 3,684 3.58% 3.58% 903 0 0.0% Q2 2026 Sep 08, 2026
Squarepoint Ops LLC History No change 10,000 3,683 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 10,000 3,683 0.21% 0.21% 905 0 0.0% Q2 2026 Aug 10, 2026
Titiun Yejiel History No change 9,963 3,670 3.19% 3.19% 906 0 0.0% Q2 2026 Aug 06, 2026
Congress Park Capital LLC History No change 9,947 3,664 0.99% 0.99% 907 0 0.0% Q2 2026 Jul 14, 2026
SteelPeak Wealth, LLC History No change 9,931 3,658 0.09% 0.09% 908 0 0.0% Q2 2026 Jul 13, 2026
McAlvany Wealth Management LLC History No change 9,927 3,656 2.73% 2.73% 909 0 0.0% Q2 2026 Jul 23, 2026
SFMG, LLC History No change 9,916 3,652 0.22% 0.22% 910 0 0.0% Q2 2026 Aug 13, 2026
Centric Wealth Management History No change 8,800 3,649 0.57% 0.57% 911 0 0.0% Q2 2026 Aug 06, 2026
South Shore Capital Advisors History No change 9,890 3,643 2.44% 2.44% 912 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 9,889 3,642 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 07, 2026
Insight Advisors, LLC/ PA History No change 9,872 3,636 0.64% 0.64% 914 0 0.0% Q2 2026 Aug 05, 2026
Artesa Financial Group, LLC History No change 9,870 3,635 3.11% 3.11% 915 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 9,846 3,627 0.84% 0.84% 916 0 0.0% Q2 2026 Jul 13, 2026
Aspire Private Capital, LLC History No change 9,825 3,619 0.75% 0.75% 917 0 0.0% Q2 2026 Jul 15, 2026
GWN SECURITIES INC. History No change 9,802 3,610 0.6% 0.6% 918 0 0.0% Q2 2026 Aug 05, 2026
Bridgelight Financial Advisors, Inc. History No change 9,785 3,604 2.47% 2.47% 919 0 0.0% Q2 2026 Jul 30, 2026
WESTBOURNE INVESTMENTS, INC. History No change 9,771 3,599 1.47% 1.47% 920 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 9,761 3,595 0.41% 0.41% 921 0 0.0% Q2 2026 Jul 10, 2026
Pure Financial Advisors, LLC History No change 9,708 3,576 0.05% 0.05% 922 0 0.0% Q2 2026 Aug 14, 2026
Morse Asset Management, Inc History No change 9,698 3,572 0.59% 0.59% 923 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History No change 9,692 3,570 0.35% 0.35% 924 0 0.0% Q2 2026 Jul 17, 2026
Solstein Capital, LLC History No change 9,685 3,567 1.22% 1.22% 925 0 0.0% Q2 2026 Aug 12, 2026
Clarity Retirement & Wealth, LLC History No change 9,683 3,567 2.46% 2.46% 926 0 0.0% Q2 2026 Jul 30, 2026
SEI INVESTMENTS CO History No change 9,660 3,558 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 9,644 3,552 0.03% 0.03% 928 0 0.0% Q2 2026 Aug 07, 2026
Altura Wealth Advisors Inc. History No change 9,569 3,525 1.19% 1.19% 929 0 0.0% Q2 2026 Jul 22, 2026
Palisades Hudson Asset Management, L.P. History No change 9,545 3,516 1.23% 1.23% 930 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisor Network LLC History No change 9,541 3,514 4.4% 4.4% 931 0 0.0% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History No change 9,532 3,511 0.57% 0.57% 932 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Partners, LLC History No change 9,516 3,505 0.25% 0.25% 933 0 0.0% Q2 2026 Aug 03, 2026
Linden Thomas Advisory Services, LLC History No change 9,482 3,492 0.28% 0.28% 934 0 0.0% Q2 2026 Jul 16, 2026
Clear Creek Financial Management, LLC History No change 9,473 3,489 0.22% 0.22% 935 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA INVESTMENTS, LP History No change 9,455 3,483 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 9,439 3,477 0.29% 0.29% 937 0 0.0% Q2 2026 Aug 10, 2026
Capital Wealth Planning, LLC History No change 9,436 3,476 0.02% 0.02% 938 0 0.0% Q2 2026 Aug 14, 2026
Fox Hill Wealth Management History No change 9,415 3,468 1.39% 1.39% 939 0 0.0% Q2 2026 Aug 18, 2026
Main Street Financial Solutions, LLC History No change 10,350 3,465 0.22% 0.22% 940 0 0.0% Q2 2026 Aug 07, 2026
Corundum Group, Inc. History No change 9,401 3,463 1.03% 1.03% 941 0 0.0% Q2 2026 Aug 07, 2026
Centennial Advisors, LLC History No change 9,385 3,457 4.12% 4.12% 942 0 0.0% Q2 2026 Jul 27, 2026
Parcion Private Wealth LLC History No change 9,358 3,447 0.19% 0.19% 943 0 0.0% Q2 2026 Jul 27, 2026
Westfuller Advisors, LLC History No change 9,354 3,445 1.25% 1.25% 944 0 0.0% Q2 2026 Jul 29, 2026
Sage Investment Advisers LLC History No change 9,334 3,438 2.31% 2.31% 945 0 0.0% Q2 2026 Jul 09, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 9,250 3,430 1.18% 1.18% 946 0 0.0% Q2 2026 Jul 15, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 9,005 3,429 1.65% 1.66% 947 -160 -1.75% Q3 2026 Oct 09, 2026
Lifestyle Asset Management, Inc. History No change 9,300 3,425 0.92% 0.92% 948 0 0.0% Q2 2026 Jul 20, 2026
PW Nova Financial Services LLC History No change 9,286 3,420 0.73% 0.73% 949 0 0.0% Q2 2026 Jul 29, 2026
Biondo Investment Advisors, LLC History No change 9,275 3,416 0.42% 0.42% 950 0 0.0% Q2 2026 Aug 13, 2026
Financial Plan, Inc. History No change 9,258 3,410 0.32% 0.32% 951 0 0.0% Q2 2026 Aug 14, 2026
AKUNA SECURITIES LLC History No change 9,250 3,407 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 04, 2026
Altar Rock LLC History No change 9,237 3,402 4.97% 4.97% 953 0 0.0% Q2 2026 Sep 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 9,168 3,377 0.28% 0.28% 954 0 0.0% Q2 2026 Jul 16, 2026
Global Assets Advisory, LLC History No change 9,039 3,374 0.74% 0.74% 955 0 0.0% Q2 2026 Jul 27, 2026
VERUS CAPITAL PARTNERS, LLC History No change 9,130 3,363 0.18% 0.18% 956 0 0.0% Q2 2026 Aug 06, 2026
Brendel Financial Advisors LLC History No change 9,102 3,352 1.55% 1.55% 957 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 9,096 3,350 0.18% 0.18% 958 0 0.0% Q2 2026 Aug 12, 2026
AGF MANAGEMENT LTD History No change 9,091 3,348 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 10, 2026
MBL Wealth, LLC History No change 9,089 3,348 0.23% 0.23% 960 0 0.0% Q2 2026 Jul 15, 2026
Newman Dignan & Sheerar, Inc. History No change 9,070 3,341 0.64% 0.64% 961 0 0.0% Q2 2026 Jul 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,766 3,338 0.22% 0.2% 962 +877 11.12% Q3 2026 Oct 08, 2026
Americana Partners, LLC History No change 9,041 3,330 0.08% 0.08% 963 0 0.0% Q2 2026 Aug 05, 2026
Mizuho Markets Cayman LP History No change 8,981 3,308 0.12% 0.12% 964 0 0.0% Q2 2026 Jul 24, 2026
Wealth Advisory Solutions, LLC History No change 8,959 3,300 0.68% 0.68% 965 0 0.0% Q2 2026 Jul 24, 2026
KLCM Advisors, Inc. History No change 8,939 3,292 0.26% 0.26% 966 0 0.0% Q2 2026 Aug 06, 2026
Creekside Partners History No change 8,938 3,292 1.19% 1.19% 967 0 0.0% Q2 2026 Jul 30, 2026
LOOMIS SAYLES & CO L P History No change 8,915 3,284 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 8,620 3,282 0.57% 0.68% 969 0 0.0% Q3 2026 Oct 08, 2026
Bridgewater Advisors Inc. History No change 8,791 3,267 0.18% 0.18% 970 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 8,777 3,264 0.32% 0.32% 971 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 8,847 3,259 0.16% 0.16% 972 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 8,763 3,228 0.26% 0.26% 973 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History No change 8,733 3,217 1.2% 1.2% 974 0 0.0% Q2 2026 Jul 16, 2026
Marble Wealth, LLC History No change 8,732 3,216 0.49% 0.49% 975 0 0.0% Q2 2026 Aug 07, 2026
SVB WEALTH LLC History No change 8,715 3,210 0.2% 0.2% 976 0 0.0% Q2 2026 Jul 17, 2026
Broyhill Asset Management, LLC History No change 8,655 3,188 2.83% 2.83% 977 0 0.0% Q2 2026 Aug 04, 2026
Independence Wealth Advisors, LLC History No change 8,624 3,179 1.59% 1.59% 978 0 0.0% Q2 2026 Aug 14, 2026
Benin Management CORP History No change 8,628 3,178 0.64% 0.64% 979 0 0.0% Q2 2026 Jul 15, 2026
Welch Group, LLC History No change 8,625 3,177 0.11% 0.11% 980 0 0.0% Q2 2026 Jul 23, 2026
Nadler Financial Group, Inc. History No change 8,603 3,169 0.27% 0.27% 981 0 0.0% Q2 2026 Jul 29, 2026
Sendero Wealth Management, LLC History No change 8,566 3,155 0.31% 0.31% 982 0 0.0% Q2 2026 Aug 04, 2026
Centennial Bank/AR/ History No change 8,565 3,155 1.02% 1.02% 983 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 8,557 3,152 0.03% 0.03% 984 0 0.0% Q2 2026 Aug 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 7,302 3,142 0.39% 0.39% 985 0 0.0% Q2 2026 Aug 05, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 8,531 3,142 1.04% 1.04% 986 0 0.0% Q2 2026 Aug 05, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 8,499 3,130 0.63% 0.63% 987 0 0.0% Q2 2026 Jul 13, 2026
Hanson & Doremus Investment Management History No change 8,475 3,122 0.32% 0.32% 988 0 0.0% Q2 2026 Jul 29, 2026
Edgemoor Investment Advisors, Inc. History No change 8,463 3,117 0.21% 0.21% 989 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 8,384 3,114 0.06% 0.06% 990 0 0.0% Q2 2026 Jul 29, 2026
Orographic Financial Advisors, LLC History No change 7,673 3,106 2.05% 2.05% 991 0 0.0% Q2 2026 Aug 13, 2026
Bedel Financial Consulting, Inc. History No change 8,413 3,099 0.29% 0.29% 992 0 0.0% Q2 2026 Jul 29, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,367 3,082 0.08% 0.08% 993 0 0.0% Q2 2026 Aug 07, 2026
Centennial Wealth Advisory LLC History No change 8,342 3,073 0.66% 0.66% 994 0 0.0% Q2 2026 Jul 13, 2026
Bath Savings Trust Co History Reduced 8,059 3,069 0.32% 0.31% 995 -125 -1.53% Q3 2026 Oct 07, 2026
Empirical Asset Management, LLC History No change 8,318 3,064 0.69% 0.69% 996 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 8,289 3,053 0.07% 0.07% 997 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 8,268 3,045 0.26% 0.26% 998 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 8,268 3,045 0.94% 0.94% 999 0 0.0% Q2 2026 Jul 30, 2026
VALLEY NATIONAL ADVISERS INC History No change 8,260 3,042 0.34% 0.34% 1000 0 0.0% Q2 2026 Jul 29, 2026
Maxele Advisors, LLC History No change 8,248 3,038 2.12% 2.12% 1001 0 0.0% Q2 2026 Aug 14, 2026
Mission Creek Capital Partners, Inc. History No change 8,228 3,031 0.53% 0.53% 1002 0 0.0% Q2 2026 Aug 14, 2026
Highland Investment Advisors LLC History No change 8,226 3,030 1.32% 1.32% 1003 0 0.0% Q2 2026 Aug 13, 2026
Vigilare Wealth Management History No change 8,218 3,027 0.93% 0.93% 1004 0 0.0% Q2 2026 Jul 06, 2026
Continuum Advisory, LLC History No change 8,209 3,024 0.24% 0.24% 1005 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 8,208 3,023 0.03% 0.03% 1006 0 0.0% Q2 2026 Aug 06, 2026
Fullerton Fund Management Co Ltd. History No change 8,203 3,021 0.19% 0.19% 1007 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 8,198 3,019 0.15% 0.15% 1008 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Services, Inc. History No change 8,164 3,007 0.13% 0.13% 1009 0 0.0% Q2 2026 Aug 24, 2026
Clear Harbor Asset Management, LLC History No change 8,161 3,006 0.19% 0.19% 1010 0 0.0% Q2 2026 Aug 12, 2026
Permanent Capital Management, LP History No change 8,157 3,004 0.4% 0.4% 1011 0 0.0% Q2 2026 Aug 12, 2026
Walkner Condon Financial Advisors LLC History No change 8,141 2,998 0.34% 0.34% 1012 0 0.0% Q2 2026 Jul 27, 2026
Grey Ledge Advisors, LLC History No change 8,094 2,981 0.6% 0.6% 1013 0 0.0% Q2 2026 Jul 27, 2026
Nicholas Hoffman & Company, LLC. History No change 8,073 2,973 0.06% 0.06% 1014 0 0.0% Q2 2026 Aug 04, 2026
Empower Advisory Group, LLC History No change 8,029 2,957 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 12, 2026
PITTENGER & ANDERSON INC History No change 8,008 2,949 0.11% 0.11% 1016 0 0.0% Q2 2026 Jul 27, 2026
Samalin Investment Counsel, LLC History No change 7,991 2,943 0.92% 0.92% 1017 0 0.0% Q2 2026 Jul 27, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 7,991 2,943 1.0% 1.0% 1018 0 0.0% Q2 2026 Jul 21, 2026
MRP Capital Investments, LLC History No change 7,963 2,933 2.16% 2.16% 1019 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 7,920 2,917 0.19% 0.19% 1020 0 0.0% Q2 2026 Aug 14, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 7,921 2,917 0.37% 0.37% 1021 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Added to 7,620 2,902 0.06% 0.06% 1022 +150 2.01% Q3 2026 Oct 08, 2026
Wisconsin Wealth Advisors, LLC History Added to 7,614 2,899 2.44% 2.4% 1023 +4 0.05% Q3 2026 Oct 08, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 7,816 2,879 1.33% 1.33% 1024 0 0.0% Q2 2026 Jul 29, 2026
Amplius Wealth Advisors, LLC History No change 7,773 2,863 0.21% 0.21% 1025 0 0.0% Q2 2026 Jul 17, 2026
Forum Finance Group S.A. History No change 9,551 2,843 1.02% 1.02% 1026 0 0.0% Q2 2026 Aug 14, 2026
NavPoint Financial, Inc. History No change 7,716 2,842 1.05% 1.05% 1027 0 0.0% Q2 2026 Jul 23, 2026
HBK Sorce Advisory LLC History No change 7,282 2,837 0.05% 0.05% 1028 0 0.0% Q2 2026 Aug 06, 2026
Nelson Capital Management, LLC History No change 7,658 2,821 0.31% 0.31% 1029 0 0.0% Q2 2026 Jul 24, 2026
Sincerus Advisory, LLC History Added to 7,392 2,815 1.84% 1.7% 1030 +585 8.59% Q3 2026 Oct 08, 2026
Roundview Capital LLC History No change 7,637 2,813 0.15% 0.15% 1031 0 0.0% Q2 2026 Jul 30, 2026
Keebeck Wealth Management History No change 7,629 2,810 0.27% 0.27% 1032 0 0.0% Q2 2026 Aug 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 7,371 2,807 0.17% 0.17% 1033 -223 -2.94% Q3 2026 Oct 09, 2026
KELLEHER FINANCIAL ADVISORS History No change 7,607 2,802 0.4% 0.4% 1034 0 0.0% Q2 2026 Aug 06, 2026
Tyche Wealth Partners LLC History No change 7,575 2,790 0.39% 0.39% 1035 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 7,570 2,788 0.35% 0.35% 1036 0 0.0% Q2 2026 Aug 12, 2026
DV Trading LLC History No change 7,542 2,778 0.09% 0.09% 1037 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 7,540 2,777 0.31% 0.31% 1038 0 0.0% Q2 2026 Jul 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 7,528 2,773 0.26% 0.26% 1039 0 0.0% Q2 2026 Aug 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 7,524 2,771 0.56% 0.56% 1040 0 0.0% Q2 2026 Jul 15, 2026
SlateStone Wealth, LLC History No change 7,490 2,759 0.21% 0.21% 1041 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 7,492 2,759 0.15% 0.15% 1042 0 0.0% Q2 2026 Jul 31, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 7,475 2,754 0.23% 0.23% 1043 0 0.0% Q2 2026 Jul 09, 2026
1832 Asset Management L.P. History No change 7,473 2,752 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 7,469 2,751 0.29% 0.29% 1045 0 0.0% Q2 2026 Jul 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 7,471 2,751 0.14% 0.14% 1046 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 7,463 2,749 0.66% 0.66% 1047 0 0.0% Q2 2026 Jul 28, 2026
Legacy Advisors, LLC History No change 7,453 2,745 0.26% 0.26% 1048 0 0.0% Q2 2026 Jul 24, 2026
Peak Planning Group, LLC History No change 7,438 2,740 0.62% 0.62% 1049 0 0.0% Q2 2026 Aug 12, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,435 2,738 0.36% 0.36% 1050 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 7,428 2,736 0.22% 0.22% 1051 0 0.0% Q2 2026 Aug 11, 2026
Firestone Capital Management History No change 7,427 2,735 0.51% 0.51% 1052 0 0.0% Q2 2026 Jul 31, 2026
Accurate Wealth Management, LLC History No change 7,237 2,728 0.26% 0.26% 1053 0 0.0% Q2 2026 Jul 14, 2026
Magnus Financial Group LLC History No change 7,370 2,714 0.19% 0.19% 1054 0 0.0% Q2 2026 Jul 09, 2026
ArchPoint Investors History No change 7,362 2,712 0.57% 0.57% 1055 0 0.0% Q2 2026 Aug 13, 2026
Werba Rubin Papier Wealth Management History No change 7,351 2,707 0.33% 0.33% 1056 0 0.0% Q2 2026 Jul 27, 2026
Patrick Mauro Investment Advisor, INC. History No change 7,347 2,706 1.36% 1.36% 1057 0 0.0% Q2 2026 Aug 10, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 7,335 2,702 0.53% 0.53% 1058 0 0.0% Q2 2026 Jul 17, 2026
First Bank & Trust History No change 7,331 2,700 0.4% 0.4% 1059 0 0.0% Q2 2026 Jul 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 7,300 2,689 0.82% 0.82% 1060 0 0.0% Q2 2026 Jul 21, 2026
PENN DAVIS MCFARLAND INC History No change 7,283 2,682 0.24% 0.24% 1061 0 0.0% Q2 2026 Jul 15, 2026
Total Clarity Wealth Management, Inc. History No change 7,260 2,674 0.52% 0.52% 1062 0 0.0% Q2 2026 Jul 23, 2026
SHUTTLEWORTH & Co History No change 7,241 2,667 2.13% 2.13% 1063 0 0.0% Q2 2026 Aug 05, 2026
Bravera Wealth History No change 7,226 2,661 1.02% 1.02% 1064 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 6,998 2,660 0.38% 0.37% 1065 0 0.0% Q3 2026 Oct 08, 2026
Cassaday & Co Wealth Management LLC History No change 7,217 2,658 0.05% 0.05% 1066 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 7,209 2,655 2.06% 2.06% 1067 0 0.0% Q2 2026 Jul 24, 2026
Financial Guidance Group, Inc. History No change 7,200 2,652 0.99% 0.99% 1068 0 0.0% Q2 2026 Jul 22, 2026
Turning Point Benefit Group, Inc. History No change 7,190 2,650 1.14% 1.14% 1069 0 0.0% Q2 2026 Jul 23, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,177 2,643 0.04% 0.04% 1070 0 0.0% Q2 2026 Aug 11, 2026
Pullen Investment Management, LLC History No change 7,163 2,638 1.22% 1.22% 1071 0 0.0% Q2 2026 Jul 28, 2026
Kercheville Advisors, LLC History No change 7,144 2,631 0.8% 0.8% 1072 0 0.0% Q2 2026 Jul 30, 2026
PKS Advisory Services, LLC History No change 7,131 2,626 0.42% 0.42% 1073 0 0.0% Q2 2026 Aug 04, 2026
Hansen & Associates Financial Group, Inc. History No change 6,852 2,618 1.5% 1.5% 1074 0 0.0% Q2 2026 Jul 20, 2026
Plan Group Financial, LLC History No change 7,098 2,614 0.54% 0.54% 1075 0 0.0% Q2 2026 Aug 03, 2026
CRA Financial Services, LLC History No change 7,090 2,611 0.3% 0.3% 1076 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 7,077 2,607 0.04% 0.04% 1077 0 0.0% Q2 2026 Aug 11, 2026
Emergent Wealth Advisors, LLC History Reduced 6,826 2,599 1.36% 1.75% 1078 -2,645 -27.93% Q3 2026 Oct 08, 2026
Destiny Wealth Partners, LLC History No change 6,984 2,594 0.37% 0.37% 1079 0 0.0% Q2 2026 Aug 07, 2026
First Bancorp, Inc /ME/ History No change 7,020 2,586 1.02% 1.02% 1080 0 0.0% Q2 2026 Aug 11, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 7,021 2,586 0.44% 0.44% 1081 0 0.0% Q2 2026 Aug 10, 2026
BALANCED WEALTH GROUP LLC History No change 7,011 2,582 0.82% 0.82% 1082 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 7,003 2,579 0.8% 0.8% 1083 0 0.0% Q2 2026 Jul 30, 2026
Helium Advisors LLC History No change 6,997 2,577 2.14% 2.14% 1084 0 0.0% Q2 2026 Aug 11, 2026
Purkiss Capital Advisors LLC History No change 6,988 2,574 0.98% 0.98% 1085 0 0.0% Q2 2026 Jul 30, 2026
CCG WEALTH MANAGEMENT, LLC History No change 6,983 2,572 0.6% 0.6% 1086 0 0.0% Q2 2026 Aug 07, 2026
Ignite Planners, LLC History No change 6,965 2,565 0.35% 0.35% 1087 0 0.0% Q2 2026 Jul 23, 2026
Allied Investment Advisors, LLC History No change 6,957 2,562 0.32% 0.32% 1088 0 0.0% Q2 2026 Jul 20, 2026
EASTERN BANK History Reduced 6,726 2,561 0.04% 0.04% 1089 -84 -1.23% Q3 2026 Oct 05, 2026
BRIGHTON SECURITIES CORP. History Added to 6,724 2,560 1.07% 0.97% 1090 +585 9.53% Q3 2026 Oct 08, 2026
Carnegie Investment Counsel History No change 6,951 2,560 0.05% 0.05% 1091 0 0.0% Q2 2026 Jul 30, 2026
WealthPlan Investment Management, LLC History No change 6,946 2,558 0.13% 0.13% 1092 0 0.0% Q2 2026 Jul 28, 2026
Olde Wealth Management, LLC History No change 6,919 2,548 0.72% 0.72% 1093 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 6,885 2,536 0.39% 0.39% 1094 0 0.0% Q2 2026 Jul 24, 2026
Raleigh Capital Management Inc. History No change 6,875 2,532 0.81% 0.81% 1095 0 0.0% Q2 2026 Jul 21, 2026
Cove Private Wealth, LLC History No change 6,825 2,514 0.49% 0.49% 1096 0 0.0% Q2 2026 Jul 31, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,821 2,512 0.74% 0.74% 1097 0 0.0% Q2 2026 Aug 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 6,812 2,509 0.91% 0.91% 1098 0 0.0% Q2 2026 Aug 07, 2026
PMV Capital Advisers, LLC History No change 6,803 2,506 3.76% 3.76% 1099 0 0.0% Q2 2026 Aug 14, 2026
Wellington Shields Capital Management, LLC History No change 6,794 2,502 0.32% 0.32% 1100 0 0.0% Q2 2026 Aug 10, 2026
Lionsbridge Wealth Management LLC History No change 6,793 2,502 2.46% 2.46% 1101 0 0.0% Q2 2026 Aug 05, 2026
Fire Capital Management LLC History No change 6,789 2,500 1.02% 1.02% 1102 0 0.0% Q2 2026 Aug 03, 2026
Sowell Financial Services LLC History No change 6,770 2,494 0.08% 0.08% 1103 0 0.0% Q2 2026 Jul 17, 2026
Cadent Capital Advisors, LLC History Added to 6,539 2,490 0.53% 0.49% 1104 +122 1.9% Q3 2026 Oct 09, 2026
Arlington Trust Co LLC History No change 6,751 2,486 0.21% 0.21% 1105 0 0.0% Q2 2026 Jul 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 6,746 2,485 1.0% 1.0% 1106 0 0.0% Q2 2026 Jul 24, 2026
King Wealth Management Group History No change 6,728 2,478 0.27% 0.27% 1107 0 0.0% Q2 2026 Aug 05, 2026
Spahn Wealth & Retirement LLC History No change 6,725 2,477 1.59% 1.59% 1108 0 0.0% Q2 2026 Aug 13, 2026
EXCALIBUR MANAGEMENT CORP History No change 6,665 2,455 0.81% 0.81% 1109 0 0.0% Q2 2026 Aug 03, 2026
SpringVest Wealth Management LLC History No change 6,646 2,448 1.54% 1.54% 1110 0 0.0% Q2 2026 Jul 22, 2026
CIM, LLC History No change 6,636 2,444 0.32% 0.32% 1111 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 6,630 2,442 0.75% 0.75% 1112 0 0.0% Q2 2026 Jul 31, 2026
D'Orazio & Associates, Inc. History No change 6,616 2,437 0.28% 0.28% 1113 0 0.0% Q2 2026 Jul 28, 2026
NorthCoast Asset Management LLC History No change 6,603 2,432 0.05% 0.05% 1114 0 0.0% Q2 2026 Aug 12, 2026
Modus Advisors, LLC History No change 6,601 2,431 0.6% 0.6% 1115 0 0.0% Q2 2026 Aug 03, 2026
Clarus Wealth Advisors History No change 6,490 2,430 0.94% 0.94% 1116 0 0.0% Q2 2026 Jul 09, 2026
CX Institutional History Added to 6,379 2,429 0.07% 0.05% 1117 +2,017 46.24% Q3 2026 Oct 02, 2026
Kachkovsky & Fisher, Inc. History No change 6,588 2,426 2.33% 2.33% 1118 0 0.0% Q2 2026 Sep 08, 2026
Private Harbour Investment Management & Counsel, LLC History No change 6,573 2,421 2.87% 2.87% 1119 0 0.0% Q2 2026 Aug 04, 2026
Mason & Associates Inc History No change 6,567 2,419 0.39% 0.39% 1120 0 0.0% Q2 2026 Jul 23, 2026
Aprio Wealth Management, LLC History No change 6,544 2,410 0.12% 0.12% 1121 0 0.0% Q2 2026 Jul 24, 2026
F&V Capital Management, LLC History No change 6,530 2,406 0.44% 0.44% 1122 0 0.0% Q2 2026 Jul 21, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 6,523 2,403 1.58% 1.58% 1123 0 0.0% Q2 2026 Jul 10, 2026
Good Steward Wealth Advisors,LLC History No change 6,524 2,403 1.45% 1.45% 1124 0 0.0% Q2 2026 Aug 03, 2026
VISIONARY HORIZONS, LLC History No change 6,522 2,402 1.0% 1.0% 1125 0 0.0% Q2 2026 Jul 16, 2026
Pacific Point Advisors, LLC History No change 6,516 2,400 1.1% 1.1% 1126 0 0.0% Q2 2026 Jul 24, 2026
Holowesko Partners Ltd. History No change 6,500 2,394 0.61% 0.61% 1127 0 0.0% Q2 2026 Aug 13, 2026
Zinnia Wealth Advisory, LLC History No change 6,500 2,394 2.44% 2.44% 1128 0 0.0% Q2 2026 Jul 30, 2026
FIRST CITIZENS BANK & TRUST CO History No change 6,473 2,384 0.04% 0.04% 1129 0 0.0% Q2 2026 Jul 13, 2026
Roan Capital Partners History Added to 6,253 2,381 1.74% 1.55% 1130 +1,179 23.24% Q3 2026 Oct 09, 2026
Investment Management Trust, LLC History No change 6,447 2,374 2.13% 2.13% 1131 0 0.0% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History No change 6,419 2,364 1.03% 1.03% 1132 0 0.0% Q2 2026 Aug 05, 2026
CALTON & ASSOCIATES, INC. History No change 6,393 2,354 0.34% 0.34% 1133 0 0.0% Q2 2026 Aug 10, 2026
McHugh Group, LLC History No change 6,385 2,352 1.2% 1.2% 1134 0 0.0% Q2 2026 Jul 16, 2026
Disciplined Investors, L.L.C. History No change 6,378 2,349 1.17% 1.17% 1135 0 0.0% Q2 2026 Aug 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,348 2,338 0.09% 0.09% 1136 0 0.0% Q2 2026 Jul 21, 2026
WorthPointe, LLC History No change 6,320 2,328 0.58% 0.58% 1137 0 0.0% Q2 2026 Jul 31, 2026
COWA, LLC History No change 6,308 2,323 0.58% 0.58% 1138 0 0.0% Q2 2026 Aug 05, 2026
White Lighthouse Investment Management Inc. History No change 6,301 2,321 0.29% 0.29% 1139 0 0.0% Q2 2026 Aug 04, 2026
GFS Advisors, LLC History No change 94,545 2,318 0.24% 0.24% 1140 0 0.0% Q2 2026 Aug 04, 2026
Crestwood Advisors Group, LLC History No change 6,283 2,314 0.03% 0.03% 1141 0 0.0% Q2 2026 Aug 03, 2026
Intellectus Partners, LLC History No change 6,278 2,312 0.4% 0.4% 1142 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 6,233 2,296 0.03% 0.03% 1143 0 0.0% Q2 2026 Jul 17, 2026
High Note Wealth, LLC History No change 6,235 2,296 0.39% 0.39% 1144 0 0.0% Q2 2026 Jul 23, 2026
Brick & Kyle, Associates History No change 5,299 2,280 0.75% 0.75% 1145 0 0.0% Q2 2026 Aug 06, 2026
ELEMENT POINTE ADVISORS, LLC History No change 6,187 2,279 0.37% 0.37% 1146 0 0.0% Q2 2026 Aug 07, 2026
ELEVATUS WELATH MANAGEMENT History No change 6,189 2,279 0.55% 0.55% 1147 0 0.0% Q2 2026 Aug 13, 2026
TBH Global Asset Management, LLC History No change 6,179 2,276 0.42% 0.42% 1148 0 0.0% Q2 2026 Aug 05, 2026
REBALANCE, LLC History No change 6,171 2,273 0.12% 0.12% 1149 0 0.0% Q2 2026 Jul 16, 2026
SkyView Investment Advisors, LLC History No change 6,170 2,273 1.78% 1.78% 1150 0 0.0% Q2 2026 Sep 14, 2026
American Institute for Advanced Investment Management, LLP History No change 6,167 2,269 1.31% 1.31% 1151 0 0.0% Q2 2026 Jul 21, 2026
Austin Wealth Management, LLC History No change 6,161 2,269 0.48% 0.48% 1152 0 0.0% Q2 2026 Jul 22, 2026
Bradley & Co. Private Wealth Management, LLC History No change 6,152 2,266 1.08% 1.08% 1153 0 0.0% Q2 2026 Aug 10, 2026
OARSMAN CAPITAL, INC. History No change 6,134 2,259 0.24% 0.24% 1154 0 0.0% Q2 2026 Aug 07, 2026
Herold Advisors, Inc. History No change 6,129 2,257 0.45% 0.45% 1155 0 0.0% Q2 2026 Jul 22, 2026
Beirne Wealth Consulting Services, LLC History No change 6,103 2,248 0.45% 0.45% 1156 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Planning Group LLC History No change 5,915 2,242 0.28% 0.28% 1157 0 0.0% Q2 2026 Jul 29, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 6,083 2,240 0.6% 0.6% 1158 0 0.0% Q2 2026 Jul 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 6,032 2,222 0.42% 0.42% 1159 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 6,029 2,221 0.04% 0.04% 1160 0 0.0% Q2 2026 Jul 14, 2026
ACCOUNT MANAGEMENT LLC History No change 6,025 2,219 2.24% 2.24% 1161 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 6,010 2,214 0.03% 0.03% 1162 0 0.0% Q2 2026 Jul 23, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,009 2,213 0.23% 0.23% 1163 0 0.0% Q2 2026 Jul 28, 2026
ISTHMUS PARTNERS, LLC History No change 6,000 2,210 0.21% 0.21% 1164 0 0.0% Q2 2026 Jul 20, 2026
Argentarii, LLC History No change 5,500 2,205 0.66% 0.66% 1165 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,958 2,194 0.14% 0.14% 1166 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History No change 5,953 2,192 0.05% 0.05% 1167 0 0.0% Q2 2026 Jul 28, 2026
Kerrisdale Advisers, LLC History No change 5,950 2,191 0.55% 0.55% 1168 0 0.0% Q2 2026 Aug 14, 2026
United Bank History No change 5,946 2,190 0.67% 0.67% 1169 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 5,929 2,184 0.76% 0.76% 1170 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History No change 5,924 2,182 0.29% 0.29% 1171 0 0.0% Q2 2026 Aug 05, 2026
Connective Portfolio Management, LLC History No change 5,915 2,178 3.63% 3.63% 1172 0 0.0% Q2 2026 Jul 07, 2026
OAK FAMILY ADVISORS, LLC History No change 5,911 2,177 0.56% 0.56% 1173 0 0.0% Q2 2026 Jul 20, 2026
J2 Capital Management Inc History No change 5,906 2,175 1.46% 1.46% 1174 0 0.0% Q2 2026 Jul 20, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 5,885 2,167 0.13% 0.13% 1175 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 5,861 2,158 0.05% 0.05% 1176 0 0.0% Q2 2026 Jul 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 5,815 2,142 0.17% 0.17% 1177 0 0.0% Q2 2026 Aug 10, 2026
LAVELLE CAPITAL LP History No change 5,813 2,141 0.92% 0.92% 1178 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,804 2,138 0.05% 0.05% 1179 0 0.0% Q2 2026 Jul 31, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 5,788 2,132 0.84% 0.84% 1180 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds, LLC. History No change 4,365 2,126 0.48% 0.48% 1181 0 0.0% Q2 2026 Aug 14, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 40,500 2,125 0.53% 0.53% 1182 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,766 2,124 0.16% 0.16% 1183 0 0.0% Q2 2026 Jul 16, 2026
Pallas Capital Advisors LLC History No change 5,731 2,111 0.06% 0.06% 1184 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 5,715 2,105 0.02% 0.02% 1185 0 0.0% Q2 2026 Aug 11, 2026
Pegasus Asset Management, Inc. History No change 5,708 2,102 0.6% 0.6% 1186 0 0.0% Q2 2026 Aug 05, 2026
Innova Wealth Partners History No change 5,703 2,100 0.86% 0.86% 1187 0 0.0% Q2 2026 Jul 15, 2026
KFG WEALTH MANAGEMENT, LLC History No change 5,699 2,099 0.24% 0.24% 1188 0 0.0% Q2 2026 Jul 22, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 5,696 2,098 1.49% 1.49% 1189 0 0.0% Q2 2026 Aug 18, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 5,696 2,098 0.33% 0.33% 1190 0 0.0% Q2 2026 Jul 15, 2026
DOHENY ASSET MANAGEMENT /CA History No change 5,670 2,089 1.21% 1.21% 1191 0 0.0% Q2 2026 Aug 10, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 5,672 2,089 0.62% 0.62% 1192 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 5,666 2,087 0.07% 0.07% 1193 0 0.0% Q2 2026 Aug 06, 2026
Ballast Rock Private Wealth LLC History No change 5,665 2,086 0.96% 0.96% 1194 0 0.0% Q2 2026 Aug 10, 2026
VeraBank, N.A. History No change 5,662 2,085 0.34% 0.34% 1195 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 5,654 2,083 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 04, 2026
Axiom Investment Management LLC History No change 5,629 2,073 1.39% 1.39% 1197 0 0.0% Q2 2026 Jul 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 5,600 2,062 0.26% 0.26% 1198 0 0.0% Q2 2026 Jul 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,598 2,062 0.74% 0.74% 1199 0 0.0% Q2 2026 Aug 07, 2026
BKM Wealth Management, LLC History No change 5,590 2,059 0.73% 0.73% 1200 0 0.0% Q2 2026 Jul 29, 2026
Mainstream Capital Management LLC History No change 5,585 2,057 1.24% 1.24% 1201 0 0.0% Q2 2026 Jul 15, 2026
III Capital Management History No change 5,566 2,050 0.52% 0.52% 1202 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 5,559 2,047 1.15% 1.15% 1203 0 0.0% Q2 2026 Jul 16, 2026
Guardian Capital, LLC History No change 5,558 2,047 1.67% 1.67% 1204 0 0.0% Q2 2026 Aug 07, 2026
WOLFF WIESE MAGANA LLC History No change 5,534 2,038 0.94% 0.94% 1205 0 0.0% Q2 2026 Jul 13, 2026
Delta Investment Management, LLC History No change 5,530 2,037 0.34% 0.34% 1206 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 5,529 2,036 0.13% 0.13% 1207 0 0.0% Q2 2026 Jul 29, 2026
Aberdeen Wealth Management LLC History No change 5,502 2,026 0.97% 0.97% 1208 0 0.0% Q2 2026 Aug 13, 2026
Canal Capital Management, LLC History No change 5,485 2,020 0.25% 0.25% 1209 0 0.0% Q2 2026 Jul 28, 2026
LEE DANNER & BASS INC History No change 5,479 2,018 0.12% 0.12% 1210 0 0.0% Q2 2026 Jul 21, 2026
Markin Asset Management, LP History No change 5,476 2,017 1.73% 1.73% 1211 0 0.0% Q2 2026 Jul 13, 2026
Harbour Capital Advisors, LLC History No change 5,335 2,011 0.37% 0.37% 1212 0 0.0% Q2 2026 Jul 15, 2026
PARK NATIONAL CORP /OH/ History Reduced 5,268 2,006 0.05% 0.06% 1213 -68 -1.27% Q3 2026 Oct 05, 2026
Benchmark Financial Wealth Advisors, LLC History No change 5,439 2,003 0.49% 0.49% 1214 0 0.0% Q2 2026 Jul 17, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,361 2,002 1.32% 1.32% 1215 0 0.0% Q2 2026 Jul 06, 2026
SAX WEALTH ADVISORS, LLC History No change 4,651 2,001 0.08% 0.08% 1216 0 0.0% Q2 2026 Jul 09, 2026
Moss Adams Wealth Advisors LLC History No change 5,421 1,996 0.12% 0.12% 1217 0 0.0% Q2 2026 Jul 27, 2026
BOS Asset Management, LLC History Reduced 5,240 1,995 0.47% 0.52% 1219 -900 -14.66% Q3 2026 Oct 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,417 1,995 0.1% 0.1% 1218 0 0.0% Q2 2026 Jul 31, 2026
Finer Wealth Management, Inc. History No change 5,413 1,994 0.89% 0.89% 1220 0 0.0% Q2 2026 Aug 03, 2026
FORBES J M & CO LLP History No change 5,409 1,992 0.16% 0.16% 1221 0 0.0% Q2 2026 Jul 20, 2026
Patten Group, Inc. History No change 5,403 1,990 0.31% 0.31% 1222 0 0.0% Q2 2026 Aug 06, 2026
Lansing Street Advisors History No change 5,400 1,989 0.42% 0.42% 1223 0 0.0% Q2 2026 Jul 24, 2026
Div Capital Phoenix Assets Ltd History No change 5,400 1,989 0.34% 0.34% 1224 0 0.0% Q2 2026 Jul 17, 2026
Kimelman & Baird, LLC History No change 5,390 1,985 0.15% 0.15% 1225 0 0.0% Q2 2026 Aug 18, 2026
Meridian Wealth Advisors, LLC History No change 5,391 1,985 0.23% 0.23% 1226 0 0.0% Q2 2026 Aug 14, 2026
Secure Asset Management, LLC History No change 5,382 1,982 0.28% 0.28% 1227 0 0.0% Q2 2026 Jul 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 5,197 1,979 0.13% 0.13% 1228 0 0.0% Q3 2026 Oct 09, 2026
Diligent Investors, LLC History No change 5,360 1,974 0.44% 0.44% 1229 0 0.0% Q2 2026 Jul 24, 2026
Weaver Capital Management LLC History No change 4,589 1,974 0.43% 0.43% 1230 0 0.0% Q2 2026 Jul 30, 2026
Montecito Bank & Trust History No change 5,181 1,973 0.3% 0.29% 1231 0 0.0% Q3 2026 Oct 01, 2026
Principle Wealth Partners LLC History No change 5,357 1,973 0.1% 0.1% 1232 0 0.0% Q2 2026 Aug 07, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 5,334 1,964 0.56% 0.56% 1233 0 0.0% Q2 2026 Aug 12, 2026
Douglass Winthrop Advisors, LLC History No change 5,321 1,960 0.03% 0.03% 1234 0 0.0% Q2 2026 Aug 13, 2026
Genesis Wealth Advisors, LLC History No change 5,308 1,955 1.17% 1.17% 1235 0 0.0% Q2 2026 Aug 07, 2026
BARINGS LLC History No change 5,273 1,946 0.03% 0.03% 1236 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 5,268 1,940 0.3% 0.3% 1237 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 5,263 1,938 0.27% 0.27% 1238 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 5,248 1,933 0.14% 0.14% 1239 0 0.0% Q2 2026 Jul 23, 2026
Essential Investment Partners LLC History No change 5,238 1,929 1.55% 1.55% 1240 0 0.0% Q2 2026 Jul 15, 2026
Quadcap Wealth Management, LLC History No change 5,233 1,927 0.19% 0.19% 1241 0 0.0% Q2 2026 Jul 31, 2026
INVESTMENT PARTNERS, LTD. History No change 5,222 1,923 0.6% 0.6% 1242 0 0.0% Q2 2026 Aug 04, 2026
OFC FINANCIAL PLANNING, LLC History No change 5,221 1,923 1.71% 1.71% 1243 0 0.0% Q2 2026 Aug 05, 2026
Alteri Wealth LLC History No change 5,219 1,922 0.53% 0.53% 1244 0 0.0% Q2 2026 Jul 29, 2026
StoryOne LLC History No change 5,198 1,914 0.9% 0.9% 1245 0 0.0% Q2 2026 Jul 24, 2026
FELL CAPITAL MANAGEMENT /ADV History Reduced 5,015 1,909 1.64% 1.59% 1246 -100 -1.96% Q3 2026 Oct 09, 2026
SEEDS INVESTOR LLC History No change 5,174 1,906 0.2% 0.2% 1247 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,160 1,900 0.01% 0.01% 1248 0 0.0% Q2 2026 Aug 10, 2026
High Net Worth Advisory Group LLC History No change 5,128 1,889 0.4% 0.4% 1249 0 0.0% Q2 2026 Jul 29, 2026
Bogart Wealth, LLC History No change 5,123 1,887 0.06% 0.06% 1250 0 0.0% Q2 2026 Jul 24, 2026
Hodges Capital Management Inc. History No change 5,120 1,886 0.12% 0.12% 1251 0 0.0% Q2 2026 Aug 03, 2026
FSA WEALTH PARTNERS, INC. History No change 5,115 1,884 0.47% 0.47% 1252 0 0.0% Q2 2026 Aug 03, 2026
Blueshift Asset Management, LLC History No change 5,104 1,880 0.44% 0.44% 1253 0 0.0% Q2 2026 Aug 14, 2026
Terra Nova Asset Management LLC History No change 5,100 1,878 1.15% 1.15% 1254 0 0.0% Q2 2026 Aug 04, 2026
Heartwood Wealth Advisors LLC History Reduced 4,929 1,877 0.15% 0.17% 1255 -1,026 -17.23% Q3 2026 Oct 05, 2026
Johnson Bixby & Associates, LLC History No change 5,089 1,874 0.21% 0.21% 1256 0 0.0% Q2 2026 Jul 16, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 5,087 1,873 0.3% 0.3% 1257 0 0.0% Q2 2026 Aug 06, 2026
WEALTHGARDEN F.S. LLC History No change 5,086 1,873 1.06% 1.06% 1258 0 0.0% Q2 2026 Jul 31, 2026
Invst, LLC History No change 5,072 1,868 0.18% 0.18% 1259 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 5,058 1,863 0.06% 0.06% 1260 0 0.0% Q2 2026 Jul 27, 2026
Greenline Partners, LLC History No change 5,049 1,859 0.19% 0.19% 1261 0 0.0% Q2 2026 Aug 14, 2026
Darden Wealth Group Inc History No change 5,044 1,858 0.74% 0.74% 1262 0 0.0% Q2 2026 Aug 06, 2026
ION Fund Management Ltd History No change 5,045 1,858 0.12% 0.12% 1263 0 0.0% Q2 2026 Aug 14, 2026
Clear Street Group Inc. History No change 5,035 1,854 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 5,033 1,853 0.18% 0.18% 1265 0 0.0% Q2 2026 Aug 14, 2026
Towerpoint Wealth, LLC History No change 5,020 1,849 0.64% 0.64% 1266 0 0.0% Q2 2026 Jul 09, 2026
Huntleigh Advisors, Inc. History No change 5,016 1,847 0.26% 0.26% 1267 0 0.0% Q2 2026 Aug 04, 2026
Hurley Capital, LLC History No change 4,984 1,836 0.95% 0.95% 1268 0 0.0% Q2 2026 Aug 10, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,986 1,836 0.03% 0.03% 1269 0 0.0% Q2 2026 Jul 31, 2026
Colonial Trust Co / SC History No change 4,986 1,836 0.23% 0.23% 1270 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 4,983 1,835 0.12% 0.12% 1271 0 0.0% Q2 2026 Aug 14, 2026
Towne Trust Company, N.A History No change 4,964 1,828 0.55% 0.55% 1272 0 0.0% Q2 2026 Jul 30, 2026
Keystone Financial Group History No change 4,952 1,824 0.11% 0.11% 1273 0 0.0% Q2 2026 Jul 29, 2026
Inspire Advisors, LLC History No change 4,951 1,824 0.13% 0.13% 1274 0 0.0% Q2 2026 Aug 13, 2026
COMMONS CAPITAL, LLC History No change 4,949 1,823 1.28% 1.28% 1275 0 0.0% Q2 2026 Jul 30, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 4,937 1,818 1.1% 1.1% 1276 0 0.0% Q2 2026 Jul 28, 2026
LaSalle St. Investment Advisors, LLC History No change 4,937 1,818 0.22% 0.22% 1277 0 0.0% Q2 2026 Aug 11, 2026
Cascade Financial Partners, LLC History No change 4,936 1,818 0.16% 0.16% 1278 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial Wealth Advisors, LLC History No change 4,919 1,812 0.23% 0.23% 1279 0 0.0% Q2 2026 Jul 15, 2026
Norman Fields, Gottscho Capital Management, LLC History No change 4,756 1,811 0.55% 0.53% 1280 0 0.0% Q3 2026 Oct 05, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,915 1,810 0.16% 0.16% 1281 0 0.0% Q2 2026 Aug 04, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 4,905 1,806 1.11% 1.11% 1282 0 0.0% Q2 2026 Jul 28, 2026
Premier Financial Group History No change 4,903 1,806 0.36% 0.36% 1283 0 0.0% Q2 2026 Sep 18, 2026
Busey Bank History No change 4,883 1,798 0.04% 0.04% 1284 0 0.0% Q2 2026 Aug 13, 2026
LCNB CORP History No change 4,877 1,796 0.55% 0.55% 1285 0 0.0% Q2 2026 Aug 10, 2026
All Terrain Financial Advisors, LLC History No change 4,878 1,796 0.29% 0.29% 1286 0 0.0% Q2 2026 Aug 11, 2026
Values First Advisors, Inc. History No change 4,874 1,795 0.82% 0.82% 1287 0 0.0% Q2 2026 Aug 04, 2026
Cedarwood Wealth LLC History No change 4,862 1,791 1.35% 1.35% 1288 0 0.0% Q2 2026 Jul 23, 2026
Mission Financial Group, LLC History No change 4,807 1,770 1.47% 1.47% 1289 0 0.0% Q2 2026 Aug 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 4,785 1,762 0.33% 0.33% 1290 0 0.0% Q2 2026 Aug 06, 2026
VIAWEALTH, LLC History No change 4,783 1,761 0.89% 0.89% 1291 0 0.0% Q2 2026 Aug 11, 2026
Triad Wealth Partners, LLC History No change 4,736 1,760 0.1% 0.1% 1292 0 0.0% Q2 2026 Aug 10, 2026
Grandview Asset Management LLC History No change 4,789 1,759 0.44% 0.44% 1293 0 0.0% Q2 2026 Jul 24, 2026
Southeast Asset Advisors, LLC History No change 4,761 1,753 0.18% 0.18% 1294 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,743 1,747 0.1% 0.1% 1295 0 0.0% Q2 2026 Aug 05, 2026
HOURGLASS CAPITAL, LLC History No change 4,730 1,742 0.34% 0.34% 1296 0 0.0% Q2 2026 Jul 30, 2026
DeDora Capital, Inc. History No change 4,728 1,741 0.38% 0.38% 1297 0 0.0% Q2 2026 Jul 13, 2026
BETO FINANCIAL GROUP, LLC History No change 4,715 1,733 0.91% 0.91% 1298 0 0.0% Q2 2026 Aug 07, 2026
BAXTER BROS INC History No change 4,672 1,721 0.2% 0.2% 1299 0 0.0% Q2 2026 Aug 06, 2026
Kraft, Davis & Associates, LLC History No change 4,595 1,714 0.36% 0.36% 1300 0 0.0% Q2 2026 Jul 09, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 4,635 1,707 0.13% 0.13% 1301 0 0.0% Q2 2026 Jul 16, 2026
WealthTrust Asset Management, LLC History No change 4,613 1,699 0.92% 0.92% 1302 0 0.0% Q2 2026 Jul 27, 2026
Garden State Investment Advisory Services LLC History No change 4,599 1,694 0.31% 0.31% 1303 0 0.0% Q2 2026 Aug 11, 2026
Arrowroot Family Office, LLC History No change 4,595 1,692 0.48% 0.48% 1304 0 0.0% Q2 2026 Aug 06, 2026
SevenBridge Financial Group, LLC History No change 4,237 1,688 0.25% 0.25% 1305 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4,576 1,685 0.04% 0.04% 1306 0 0.0% Q2 2026 Jul 20, 2026
URS Advisory LLC History No change 4,575 1,685 0.94% 0.94% 1307 0 0.0% Q2 2026 Jul 27, 2026
Hudson Capital Management LLC History No change 4,568 1,682 0.41% 0.41% 1308 0 0.0% Q2 2026 Jul 14, 2026
Wealth Quarterback LLC History No change 4,564 1,681 0.52% 0.52% 1309 0 0.0% Q2 2026 Jul 27, 2026
Kathmere Capital Management, LLC History No change 4,557 1,678 0.09% 0.09% 1310 0 0.0% Q2 2026 Jul 29, 2026
Insight Wealth Partners, LLC History No change 4,543 1,673 0.22% 0.22% 1311 0 0.0% Q2 2026 Aug 06, 2026
LVW Advisors, LLC History No change 4,540 1,672 0.14% 0.14% 1312 0 0.0% Q2 2026 Jul 15, 2026
Broadleaf Partners, LLC History No change 4,529 1,668 0.32% 0.32% 1313 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 4,505 1,659 0.22% 0.22% 1314 0 0.0% Q2 2026 Aug 13, 2026
Simmons Bank History No change 4,502 1,658 0.09% 0.09% 1315 0 0.0% Q2 2026 Jul 31, 2026
Verdence Capital Advisors LLC History No change 4,496 1,656 0.09% 0.09% 1316 0 0.0% Q2 2026 Jul 29, 2026
Black Diamond Financial, LLC History No change 4,493 1,655 0.15% 0.15% 1317 0 0.0% Q2 2026 Aug 04, 2026
Fifth Third Wealth Advisors LLC History No change 4,473 1,647 0.05% 0.05% 1318 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History Reduced 4,310 1,641 0.04% 0.05% 1320 -195 -4.33% Q3 2026 Oct 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,457 1,641 0.16% 0.16% 1319 0 0.0% Q2 2026 Aug 07, 2026
San Luis Wealth Advisors LLC History No change 4,425 1,630 0.25% 0.25% 1321 0 0.0% Q2 2026 Jul 16, 2026
Beaird Harris Wealth Management, LLC History No change 4,422 1,628 0.1% 0.1% 1322 0 0.0% Q2 2026 Jul 08, 2026
Lexington Hill Partners, LLC History No change 4,421 1,628 0.79% 0.79% 1323 0 0.0% Q2 2026 Jul 08, 2026
Financial Management Professionals, Inc. History No change 4,414 1,626 0.15% 0.15% 1324 0 0.0% Q2 2026 Jul 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 4,410 1,624 0.12% 0.12% 1325 0 0.0% Q2 2026 Aug 03, 2026
Community Bank, N.A. History No change 4,399 1,620 0.17% 0.17% 1326 0 0.0% Q2 2026 Aug 13, 2026
Roger Wittlin Investment Advisory, LLC History No change 4,399 1,620 1.27% 1.27% 1327 0 0.0% Q2 2026 Jul 17, 2026
CAPITAL ADVISORS INC/OK History No change 4,390 1,617 0.02% 0.02% 1328 0 0.0% Q2 2026 Jul 22, 2026
CrossGen Wealth, LLC History No change 4,383 1,614 1.25% 1.25% 1329 0 0.0% Q2 2026 Jul 24, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 4,350 1,602 0.14% 0.14% 1330 0 0.0% Q2 2026 Jul 29, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 4,350 1,602 1.65% 1.65% 1331 0 0.0% Q2 2026 Jul 31, 2026
Sulzberger Capital Advisors, Inc. History No change 4,347 1,601 1.56% 1.56% 1332 0 0.0% Q2 2026 Jul 17, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,340 1,598 0.27% 0.27% 1333 0 0.0% Q2 2026 Aug 13, 2026
Saxony Capital Management, LLC History No change 4,337 1,597 0.73% 0.73% 1334 0 0.0% Q2 2026 Jul 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,331 1,595 0.02% 0.02% 1335 0 0.0% Q2 2026 Jul 24, 2026
DiPaolo Financial Group, Inc. History No change 4,332 1,595 1.04% 1.04% 1336 0 0.0% Q2 2026 Jul 09, 2026
Fund Advisors of America Inc/FL History No change 4,323 1,592 1.44% 1.44% 1337 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,698 1,591 0.27% 0.27% 1338 0 0.0% Q2 2026 Aug 03, 2026
Nilsine Partners, LLC History No change 4,317 1,590 0.11% 0.11% 1339 0 0.0% Q2 2026 Jul 24, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 4,314 1,589 0.91% 0.91% 1340 0 0.0% Q2 2026 Jul 15, 2026
Quaker Wealth Management, LLC History No change 4,312 1,588 0.46% 0.46% 1341 0 0.0% Q2 2026 Jul 24, 2026
Ellis Investment Partners, LLC History No change 4,306 1,586 0.24% 0.24% 1342 0 0.0% Q2 2026 Aug 05, 2026
ARS Investment Partners, LLC History No change 4,304 1,585 0.07% 0.07% 1343 0 0.0% Q2 2026 Jul 09, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 4,302 1,584 0.16% 0.16% 1344 0 0.0% Q2 2026 Jul 16, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 4,287 1,579 0.81% 0.81% 1345 0 0.0% Q2 2026 Jul 20, 2026
Copley Financial Group, Inc. History No change 4,281 1,577 0.95% 0.95% 1346 0 0.0% Q2 2026 Aug 11, 2026
Shearwater Capital LLC History No change 4,278 1,575 0.75% 0.75% 1347 0 0.0% Q2 2026 Jul 08, 2026
JFS WEALTH ADVISORS, LLC History No change 4,267 1,571 0.08% 0.08% 1348 0 0.0% Q2 2026 Jul 10, 2026
Paragon Private Wealth Management, LLC History No change 4,262 1,570 0.41% 0.41% 1349 0 0.0% Q2 2026 Jul 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,247 1,564 0.12% 0.12% 1350 0 0.0% Q2 2026 Jul 28, 2026
WIMMER ASSOCIATES 1, LLC History No change 4,245 1,563 0.71% 0.71% 1351 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 4,227 1,557 0.3% 0.3% 1352 0 0.0% Q2 2026 Jul 16, 2026
SHP Wealth Management History No change 4,226 1,556 0.11% 0.11% 1353 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 4,226 1,556 0.49% 0.49% 1354 0 0.0% Q2 2026 Jul 31, 2026
MANCHESTER FINANCIAL INC History No change 4,204 1,548 0.28% 0.28% 1355 0 0.0% Q2 2026 Jul 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 4,196 1,545 0.25% 0.25% 1356 0 0.0% Q2 2026 Jul 27, 2026
Harrington Investments, INC History No change 4,191 1,543 0.75% 0.75% 1357 0 0.0% Q2 2026 Jul 23, 2026
Nicholson Wealth Management Group, LLC History No change 4,182 1,540 0.91% 0.91% 1358 0 0.0% Q2 2026 Jul 29, 2026
Houlihan Financial Resource Group, Ltd. History No change 4,175 1,537 0.55% 0.55% 1359 0 0.0% Q2 2026 Aug 10, 2026
Crumly & Associates Inc. History Added to 4,032 1,535 0.27% 0.23% 1360 +800 24.75% Q3 2026 Oct 07, 2026
PlanVest Financial, Inc History No change 4,166 1,534 1.02% 1.02% 1361 0 0.0% Q2 2026 Aug 10, 2026
Cogent Private Wealth, Inc. History No change 4,138 1,524 0.95% 0.95% 1362 0 0.0% Q2 2026 Aug 05, 2026
Marnell Management LLC History No change 4,121 1,518 0.58% 0.58% 1363 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 4,104 1,512 0.09% 0.09% 1364 0 0.0% Q2 2026 Jul 21, 2026
Charles Schwab Trust Co History No change 4,100 1,510 0.08% 0.08% 1365 0 0.0% Q2 2026 Jul 10, 2026
First City Capital Management, Inc. History No change 4,094 1,508 0.73% 0.73% 1366 0 0.0% Q2 2026 Jul 13, 2026
Arbor Wealth Management LLC\AZ History No change 4,073 1,500 1.33% 1.33% 1367 0 0.0% Q2 2026 Aug 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,067 1,498 0.19% 0.19% 1368 0 0.0% Q2 2026 Aug 05, 2026
RIK SAYLOR FINANCIAL, INC. History No change 4,060 1,495 0.99% 0.99% 1369 0 0.0% Q2 2026 Aug 05, 2026
Columbia Asset Management History No change 4,055 1,493 0.26% 0.26% 1370 0 0.0% Q2 2026 Jul 21, 2026
SWEENEY & MICHEL, LLC History No change 3,747 1,493 0.39% 0.39% 1371 0 0.0% Q2 2026 Aug 10, 2026
United Financial Planning Group LLC History No change 4,047 1,490 0.76% 0.76% 1372 0 0.0% Q2 2026 Aug 06, 2026
Chevy Chase Trust Holdings, LLC History No change 4,041 1,488 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 4,040 1,488 0.05% 0.05% 1374 0 0.0% Q2 2026 Jul 20, 2026
DEARBORN PARTNERS LLC History No change 3,442 1,481 0.08% 0.08% 1375 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management Group, Inc. History No change 4,016 1,479 0.89% 0.89% 1376 0 0.0% Q2 2026 Jul 27, 2026
FORTE ASSET MANAGEMENT LLC History No change 4,013 1,478 0.6% 0.6% 1377 0 0.0% Q2 2026 Jul 21, 2026
FIRST UNITED BANK & TRUST History No change 4,008 1,476 0.42% 0.42% 1378 0 0.0% Q2 2026 Jul 20, 2026
Daytona Street Capital LLC History No change 3,925 1,476 1.08% 1.08% 1379 0 0.0% Q2 2026 Aug 03, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 4,065 1,475 0.48% 0.48% 1380 0 0.0% Q2 2026 Jul 16, 2026
JB Capital LLC History No change 4,004 1,475 0.05% 0.05% 1381 0 0.0% Q2 2026 Jul 29, 2026
FLAGSTAR SECURITIES, INC History No change 4,001 1,473 0.44% 0.44% 1382 0 0.0% Q2 2026 Jul 15, 2026
PDS Planning, Inc History No change 3,997 1,472 0.09% 0.09% 1383 0 0.0% Q2 2026 Aug 05, 2026
MFA Wealth Services History No change 3,984 1,467 0.88% 0.88% 1384 0 0.0% Q2 2026 Jul 21, 2026
Turtle Creek Wealth Advisors, LLC History No change 3,983 1,467 0.08% 0.08% 1385 0 0.0% Q2 2026 Jul 27, 2026
Hilltop National Bank History No change 3,981 1,466 0.31% 0.31% 1386 0 0.0% Q2 2026 Jul 01, 2026
RIA Advisory Group LLC History No change 3,963 1,459 0.32% 0.32% 1387 0 0.0% Q2 2026 Jul 23, 2026
SPINNAKER TRUST History No change 3,957 1,457 0.07% 0.07% 1388 0 0.0% Q2 2026 Aug 03, 2026
Glenview Trust Co History No change 3,957 1,457 0.02% 0.02% 1389 0 0.0% Q2 2026 Aug 18, 2026
NAVELLIER & ASSOCIATES INC History No change 3,954 1,456 0.12% 0.12% 1390 0 0.0% Q2 2026 Aug 04, 2026
Advisor OS, LLC History No change 3,954 1,456 0.1% 0.1% 1391 0 0.0% Q2 2026 Aug 05, 2026
Waterloo Capital, L.P. History No change 3,940 1,451 0.08% 0.08% 1392 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Capital Management, LLC History No change 3,930 1,448 0.35% 0.35% 1393 0 0.0% Q2 2026 Aug 13, 2026
WealthPLAN Partners, LLC History No change 3,920 1,444 0.28% 0.28% 1394 0 0.0% Q2 2026 Jul 28, 2026
NorthCrest Asset Manangement, LLC History No change 3,818 1,444 0.04% 0.04% 1395 0 0.0% Q2 2026 Jul 15, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,914 1,442 0.04% 0.04% 1396 0 0.0% Q2 2026 Aug 07, 2026
Pacific Sage Partners, LLC History No change 3,916 1,442 0.2% 0.2% 1397 0 0.0% Q2 2026 Aug 06, 2026
BridgePort Financial Solutions, LLC History No change 3,914 1,441 0.37% 0.37% 1398 0 0.0% Q2 2026 Jul 24, 2026
BLB&B Advisors, LLC History No change 3,909 1,439 0.05% 0.05% 1399 0 0.0% Q2 2026 Aug 05, 2026
Legacy Financial Advisors, Inc. History No change 3,906 1,438 0.18% 0.18% 1400 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 3,906 1,438 0.1% 0.1% 1401 0 0.0% Q2 2026 Aug 06, 2026
International Private Wealth Advisors LLC History No change 3,906 1,438 0.74% 0.74% 1402 0 0.0% Q2 2026 Aug 07, 2026
Peak Wealth Management LLC History No change 3,905 1,438 1.01% 1.01% 1403 0 0.0% Q2 2026 Jul 14, 2026
Everest Financial Group LLC History No change 3,893 1,434 0.19% 0.19% 1404 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisors of Iowa, LLC History No change 3,873 1,426 0.39% 0.39% 1405 0 0.0% Q2 2026 Jul 30, 2026
Alternative Investment Advisors, LLC. History No change 3,869 1,425 0.54% 0.54% 1406 0 0.0% Q2 2026 Aug 31, 2026
Diversified Enterprises, LLC History No change 3,871 1,425 0.07% 0.07% 1407 0 0.0% Q2 2026 Jul 31, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 3,859 1,421 2.65% 2.65% 1408 0 0.0% Q2 2026 Aug 10, 2026
LEGACY SOLUTIONS, LLC History Reduced 3,729 1,420 1.08% 1.12% 1409 -21 -0.56% Q3 2026 Oct 07, 2026
Game Creek Capital, LP History No change 3,850 1,418 0.5% 0.5% 1410 0 0.0% Q2 2026 Aug 13, 2026
Milestones Private Investment Advisors LLC History No change 3,849 1,417 1.13% 1.13% 1411 0 0.0% Q2 2026 Jul 24, 2026
Valliance Asset Management Ltd History No change 3,840 1,414 0.16% 0.16% 1412 0 0.0% Q2 2026 Aug 03, 2026
WASHINGTON TRUST Co History No change 3,836 1,413 0.04% 0.04% 1413 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 3,828 1,410 0.26% 0.26% 1414 0 0.0% Q2 2026 Aug 04, 2026
DOLIVER ADVISORS, LP History Added to 3,695 1,407 0.31% 0.21% 1415 +1,118 43.38% Q3 2026 Oct 01, 2026
Chemistry Wealth Management LLC History No change 3,813 1,404 0.22% 0.22% 1416 0 0.0% Q2 2026 Jul 09, 2026
WELCH & FORBES LLC History No change 3,807 1,402 0.02% 0.02% 1417 0 0.0% Q2 2026 Jul 30, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 3,677 1,400 0.02% 0.02% 1418 +282 8.31% Q3 2026 Oct 05, 2026
Quintet Private Bank (Europe) S.A. History Added to 3,673 1,398 0.06% 0.07% 1421 +501 15.79% Q3 2026 Oct 08, 2026
Stelac Advisory Services LLC History No change 3,796 1,398 0.26% 0.26% 1419 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 3,798 1,398 0.05% 0.05% 1420 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 3,789 1,396 0.18% 0.18% 1422 0 0.0% Q2 2026 Jul 23, 2026
Summa Corp. History No change 3,788 1,395 0.44% 0.44% 1423 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,742 1,395 0.17% 0.17% 1424 0 0.0% Q2 2026 Aug 12, 2026
Outlook Wealth Advisors, LLC History No change 3,781 1,394 0.3% 0.3% 1425 0 0.0% Q2 2026 Aug 03, 2026
FAIRFIELD, BUSH & CO. History No change 3,783 1,393 0.68% 0.68% 1426 0 0.0% Q2 2026 Aug 13, 2026
D L CARLSON INVESTMENT GROUP INC History No change 3,779 1,392 0.22% 0.22% 1427 0 0.0% Q2 2026 Aug 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,774 1,390 0.22% 0.22% 1428 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Asset Management, LLC History No change 3,758 1,384 0.13% 0.13% 1429 0 0.0% Q2 2026 Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 3,749 1,381 0.14% 0.14% 1430 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 3,740 1,377 0.07% 0.07% 1431 0 0.0% Q2 2026 Aug 04, 2026
ARQ WEALTH ADVISORS, LLC History No change 3,618 1,371 0.17% 0.17% 1432 0 0.0% Q2 2026 Jul 24, 2026
Benson Wealth Management INC History No change 3,706 1,365 1.37% 1.37% 1433 0 0.0% Q2 2026 Aug 10, 2026
Cascades Capital Asset Management, LLC History No change 3,678 1,354 0.5% 0.5% 1434 0 0.0% Q2 2026 Aug 14, 2026
CapitalatWork S.A. History No change 3,674 1,353 0.03% 0.03% 1435 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,672 1,352 0.05% 0.05% 1436 0 0.0% Q2 2026 Aug 06, 2026
One Wealth Advisors, LLC History No change 3,669 1,351 0.15% 0.15% 1437 0 0.0% Q2 2026 Aug 06, 2026
Bensler, LLC History No change 3,669 1,351 0.12% 0.12% 1438 0 0.0% Q2 2026 Jul 23, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 3,650 1,344 0.02% 0.02% 1439 0 0.0% Q2 2026 Aug 11, 2026
Ameliora Wealth Management Ltd. History No change 3,649 1,344 0.4% 0.4% 1440 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 3,647 1,343 0.35% 0.35% 1441 0 0.0% Q2 2026 Jul 28, 2026
POWER WEALTH MANAGEMENT LLC History No change 3,648 1,343 0.46% 0.46% 1442 0 0.0% Q2 2026 Aug 03, 2026
Mechanics Bank Trust Department History No change 3,642 1,341 0.17% 0.17% 1443 0 0.0% Q2 2026 Jul 07, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 3,640 1,340 0.17% 0.17% 1444 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 3,546 1,340 0.21% 0.21% 1445 0 0.0% Q2 2026 Aug 11, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 3,638 1,340 1.07% 1.07% 1446 0 0.0% Q2 2026 Aug 06, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 3,623 1,334 0.52% 0.52% 1447 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 3,613 1,330 0.08% 0.08% 1448 0 0.0% Q2 2026 Aug 10, 2026
Chico Wealth RIA History No change 3,601 1,326 0.69% 0.69% 1449 0 0.0% Q2 2026 Aug 13, 2026
Oath Planning, LLC History No change 3,592 1,323 0.98% 0.98% 1450 0 0.0% Q2 2026 Jul 24, 2026
Providence First Trust Co History No change 3,585 1,320 0.37% 0.37% 1451 0 0.0% Q2 2026 Jul 27, 2026
Glen Eagle Advisors, LLC History No change 3,578 1,318 0.17% 0.17% 1452 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 3,576 1,317 0.16% 0.16% 1453 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 3,571 1,315 0.09% 0.09% 1454 0 0.0% Q2 2026 Jul 17, 2026
American Capital Advisory, LLC History No change 3,569 1,314 0.48% 0.48% 1455 0 0.0% Q2 2026 Jul 28, 2026
TRB Wealth Management, LLC History No change 3,567 1,314 0.17% 0.17% 1456 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 3,543 1,305 0.08% 0.08% 1457 0 0.0% Q2 2026 Aug 11, 2026
Wingate Wealth Advisors, Inc. History No change 3,545 1,305 0.57% 0.57% 1458 0 0.0% Q2 2026 Jul 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,525 1,298 0.06% 0.06% 1459 0 0.0% Q2 2026 Jul 28, 2026
Intesa Sanpaolo Wealth Management History No change 3,520 1,297 0.26% 0.26% 1460 0 0.0% Q2 2026 Jul 23, 2026
MAIRS & POWER INC History No change 3,515 1,294 0.01% 0.01% 1461 0 0.0% Q2 2026 Aug 14, 2026
Thomasville National Bank History No change 3,505 1,291 0.07% 0.07% 1462 0 0.0% Q2 2026 Jul 20, 2026
Embree Financial Group History No change 3,505 1,291 0.13% 0.13% 1463 0 0.0% Q2 2026 Jul 15, 2026
Capital Advisors, Ltd. LLC History No change 3,500 1,289 0.13% 0.13% 1464 0 0.0% Q2 2026 Jul 16, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 3,498 1,288 1.15% 1.15% 1465 0 0.0% Q2 2026 Aug 05, 2026
Reynders McVeigh Capital Management, LLC History No change 3,488 1,285 0.06% 0.06% 1466 0 0.0% Q2 2026 Sep 15, 2026
Oder Investment Management, LLC History No change 3,476 1,280 0.86% 0.86% 1467 0 0.0% Q2 2026 Aug 11, 2026
REGATTA CAPITAL GROUP, LLC History No change 3,466 1,276 0.17% 0.17% 1468 0 0.0% Q2 2026 Aug 12, 2026
Ehrenkranz Partners L.P. History No change 3,455 1,272 0.73% 0.73% 1469 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 3,450 1,270 0.34% 0.34% 1470 0 0.0% Q2 2026 Jul 30, 2026
Foguth Wealth Management, LLC. History No change 3,457 1,270 0.14% 0.14% 1471 0 0.0% Q2 2026 Jul 21, 2026
626 Financial, LLC History No change 3,445 1,269 0.49% 0.49% 1472 0 0.0% Q2 2026 Jul 27, 2026
Pacific Wealth Management History New 3,331 1,268 0.56% — 1473 +3,331 New Q3 2026 Oct 05, 2026
Hardin Capital Partners, LLC History No change 3,304 1,258 0.61% 0.57% 1474 0 0.0% Q3 2026 Oct 08, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 3,404 1,253 0.34% 0.34% 1475 0 0.0% Q2 2026 Jul 23, 2026
Aspen Investment Management Inc History No change 3,389 1,248 0.34% 0.34% 1476 0 0.0% Q2 2026 Jul 17, 2026
Aventura Private Wealth, LLC History No change 3,390 1,248 0.38% 0.38% 1477 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Family Advisors, LLC History No change 3,377 1,244 0.52% 0.52% 1478 0 0.0% Q2 2026 Aug 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,377 1,244 0.12% 0.12% 1479 0 0.0% Q2 2026 Jul 31, 2026
CIDEL ASSET MANAGEMENT INC History No change 3,369 1,241 0.06% 0.06% 1480 0 0.0% Q2 2026 Jul 17, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,370 1,241 0.49% 0.49% 1481 0 0.0% Q2 2026 Jul 14, 2026
SYM FINANCIAL Corp History No change 3,368 1,240 0.1% 0.1% 1482 0 0.0% Q2 2026 Aug 04, 2026
Oak Grove Capital LLC History Added to 3,253 1,238 0.06% 0.06% 1483 +3 0.09% Q3 2026 Oct 09, 2026
ZWJ INVESTMENT COUNSEL INC History No change 3,353 1,235 0.04% 0.04% 1484 0 0.0% Q2 2026 Jul 16, 2026
Oceanside Advisors LLC History No change 3,355 1,235 0.62% 0.62% 1485 0 0.0% Q2 2026 Jul 27, 2026
Black Swift Group, LLC History No change 3,350 1,234 0.18% 0.18% 1486 0 0.0% Q2 2026 Aug 13, 2026
SPROTT INC. History No change 3,345 1,232 0.04% 0.04% 1487 0 0.0% Q2 2026 Jul 28, 2026
Clay Northam Wealth Management, LLC History No change 3,345 1,232 0.61% 0.61% 1488 0 0.0% Q2 2026 Aug 10, 2026
Legacy Capital Wealth Partners, LLC History No change 3,342 1,231 0.24% 0.24% 1489 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 3,341 1,230 0.02% 0.02% 1490 0 0.0% Q2 2026 Jul 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,340 1,230 0.07% 0.07% 1491 0 0.0% Q2 2026 Aug 14, 2026
Cercano Management LLC History No change 3,341 1,230 0.16% 0.16% 1492 0 0.0% Q2 2026 Aug 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 3,335 1,228 0.16% 0.16% 1493 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 3,320 1,223 0.04% 0.04% 1494 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 3,320 1,223 0.25% 0.25% 1495 0 0.0% Q2 2026 Aug 07, 2026
Cardinal Point Capital Management ULC History No change 3,317 1,221 0.07% 0.07% 1496 0 0.0% Q2 2026 Jul 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,309 1,218 0.03% 0.03% 1497 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 3,302 1,216 0.05% 0.05% 1498 0 0.0% Q2 2026 Aug 14, 2026
RB Capital Management, LLC History No change 3,303 1,216 0.24% 0.24% 1499 0 0.0% Q2 2026 Aug 17, 2026
Founders Financial Alliance, LLC History No change 3,301 1,216 0.16% 0.16% 1500 0 0.0% Q2 2026 Aug 04, 2026
MBA Advisors LLC History No change 3,298 1,214 0.41% 0.41% 1501 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 3,289 1,212 0.04% 0.04% 1502 0 0.0% Q2 2026 Aug 12, 2026
WINMILL & CO. INC History No change 3,290 1,211 0.27% 0.27% 1503 0 0.0% Q2 2026 Aug 13, 2026
Fragasso Financial Advisors Inc History No change 3,280 1,208 0.06% 0.06% 1504 0 0.0% Q2 2026 Jul 09, 2026
Gerald Baker Financial Group LLC History Added to 3,169 1,206 0.34% 0.32% 1507 +125 4.11% Q3 2026 Oct 09, 2026
RKL Wealth Management LLC History No change 3,275 1,206 0.1% 0.1% 1505 0 0.0% Q2 2026 Aug 10, 2026
Clark Wealth Partners History No change 3,276 1,206 0.68% 0.68% 1506 0 0.0% Q2 2026 Jul 28, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 3,272 1,205 0.45% 0.45% 1508 0 0.0% Q2 2026 Aug 03, 2026
Upper Left Wealth Management, LLC History No change 3,272 1,205 0.67% 0.67% 1509 0 0.0% Q2 2026 Jul 14, 2026
Zuckerman Investment Group, LLC History No change 3,266 1,203 0.1% 0.1% 1510 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 3,258 1,200 0.13% 0.13% 1511 0 0.0% Q2 2026 Jul 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,254 1,198 0.06% 0.06% 1512 0 0.0% Q2 2026 Aug 11, 2026
Troutman Wealth Management, LLC History No change 3,253 1,198 0.92% 0.92% 1513 0 0.0% Q2 2026 Aug 13, 2026
FIRST FOUNDATION ADVISORS History No change 3,247 1,196 0.04% 0.04% 1514 0 0.0% Q2 2026 Aug 14, 2026
B.O.S.S. Retirement Advisors, LLC History No change 3,244 1,195 0.32% 0.32% 1515 0 0.0% Q2 2026 Jul 20, 2026
ENTREWEALTH, LLC History No change 3,058 1,191 0.44% 0.44% 1516 0 0.0% Q2 2026 Aug 13, 2026
RMR Capital Management, LLC History No change 3,231 1,190 0.82% 0.82% 1517 0 0.0% Q2 2026 Jul 27, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,221 1,186 0.03% 0.03% 1518 0 0.0% Q2 2026 Aug 05, 2026
VestGen Investment Management History No change 3,219 1,185 0.63% 0.63% 1519 0 0.0% Q2 2026 Jul 31, 2026
MATHER GROUP, LLC. History No change 3,210 1,182 0.01% 0.01% 1520 0 0.0% Q2 2026 Jul 27, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,201 1,179 0.02% 0.02% 1521 0 0.0% Q2 2026 Aug 10, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 3,200 1,178 0.16% 0.16% 1522 0 0.0% Q2 2026 Jul 20, 2026
Pacific Center for Financial Services History No change 3,190 1,175 0.26% 0.26% 1523 0 0.0% Q2 2026 Aug 05, 2026
Members Trust Co History No change 3,180 1,171 0.04% 0.04% 1524 0 0.0% Q2 2026 Jul 31, 2026
AMARA FINANCIAL, LLC. History No change 3,178 1,170 0.7% 0.7% 1525 0 0.0% Q2 2026 Aug 07, 2026
BSW Wealth Partners History No change 3,174 1,169 0.13% 0.13% 1526 0 0.0% Q2 2026 Jul 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,182 1,168 0.31% 0.31% 1527 0 0.0% Q2 2026 Jul 30, 2026
Rakuten Securities, Inc. History No change 3,169 1,167 0.27% 0.27% 1528 0 0.0% Q2 2026 Aug 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 3,050 1,161 0.27% 0.27% 1529 -5 -0.16% Q3 2026 Oct 06, 2026
Mirador Capital Partners LP History Reduced 3,044 1,159 0.13% 0.97% 1530 -18,514 -85.88% Q3 2026 Oct 09, 2026
Allen Capital Group, LLC History No change 3,142 1,157 0.09% 0.09% 1531 0 0.0% Q2 2026 Jul 27, 2026
Pathway Financial Advisors LLC History Added to 3,035 1,155 0.13% 0.03% 1532 +2,345 339.86% Q3 2026 Oct 07, 2026
NTV ASSET MANAGEMENT LLC History No change 3,128 1,152 0.11% 0.11% 1533 0 0.0% Q2 2026 Aug 05, 2026
Fortune Financial Group, Inc. History No change 3,126 1,151 0.9% 0.9% 1534 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 3,114 1,147 0.03% 0.03% 1535 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 3,114 1,147 0.12% 0.12% 1536 0 0.0% Q2 2026 Jul 30, 2026
SENTINEL PENSION ADVISORS, LLC History No change 3,116 1,147 0.15% 0.15% 1537 0 0.0% Q2 2026 Jul 23, 2026
WESCAP Management Group, Inc. History No change 3,100 1,141 0.21% 0.21% 1538 0 0.0% Q2 2026 Aug 11, 2026
CAMDEN NATIONAL BANK History No change 3,088 1,137 0.15% 0.15% 1539 0 0.0% Q2 2026 Jul 31, 2026
INNEALTA CAPITAL, LLC History No change 3,088 1,137 0.61% 0.61% 1540 0 0.0% Q2 2026 Aug 04, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,085 1,136 0.17% 0.17% 1541 0 0.0% Q2 2026 Aug 12, 2026
Slocum, Gordon & Co LLP History No change 3,086 1,136 0.75% 0.75% 1542 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors Wealth Management, LLC History Reduced 2,979 1,134 0.13% 0.13% 1543 -3 -0.1% Q3 2026 Oct 09, 2026
BURNS J W & CO INC/NY History No change 3,075 1,132 0.12% 0.12% 1544 0 0.0% Q2 2026 Jul 15, 2026
One Charles Private Wealth Services, LLC History No change 3,069 1,130 0.26% 0.26% 1545 0 0.0% Q2 2026 Jul 15, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 3,070 1,130 0.51% 0.51% 1546 0 0.0% Q2 2026 Aug 06, 2026
Vertex Planning Partners, LLC History No change 3,065 1,129 0.17% 0.17% 1547 0 0.0% Q2 2026 Aug 14, 2026
Lumbard & Kellner, LLC History No change 3,062 1,127 0.34% 0.34% 1548 0 0.0% Q2 2026 Aug 06, 2026
Richmond Investment Services, LLC History No change 3,057 1,126 0.36% 0.36% 1549 0 0.0% Q2 2026 Jul 27, 2026
Lodestone Wealth Management LLC History No change 3,052 1,124 0.4% 0.4% 1550 0 0.0% Q2 2026 Jul 23, 2026
SMI Advisory Services, LLC History No change 2,939 1,123 0.18% 0.18% 1551 0 0.0% Q2 2026 Jul 09, 2026
Total Wealth Planning & Management, Inc. History No change 3,050 1,123 0.76% 0.76% 1552 0 0.0% Q2 2026 Jul 28, 2026
Vericrest Private Wealth History No change 3,048 1,122 1.0% 1.0% 1553 0 0.0% Q2 2026 Jul 28, 2026
Valley Financial Group, Inc. History No change 3,041 1,120 0.55% 0.55% 1554 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 3,038 1,119 0.15% 0.15% 1555 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 7,417 1,117 0.04% 0.04% 1556 0 0.0% Q2 2026 Aug 04, 2026
JMAC ENTERPRISES LLC History No change 3,025 1,114 0.19% 0.19% 1557 0 0.0% Q2 2026 Jul 28, 2026
Gratus Wealth Advisors, LLC History No change 3,020 1,112 0.14% 0.14% 1558 0 0.0% Q2 2026 Jul 20, 2026
Cooper Financial Group History Reduced 2,919 1,111 0.09% 0.09% 1559 -19 -0.65% Q3 2026 Oct 07, 2026
Strategies Wealth Advisors, LLC History No change 3,018 1,111 0.1% 0.1% 1560 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 3,013 1,110 0.14% 0.14% 1561 0 0.0% Q2 2026 Jul 31, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,002 1,105 0.15% 0.15% 1562 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 3,001 1,105 0.03% 0.03% 1563 0 0.0% Q2 2026 Jul 31, 2026
Timber Creek Capital Management LLC History No change 3,000 1,105 0.23% 0.23% 1564 0 0.0% Q2 2026 Aug 10, 2026
Xcel Wealth Management, LLC History No change 3,000 1,105 0.26% 0.26% 1565 0 0.0% Q2 2026 Jul 24, 2026
IvyRock Asset Management (HK) Ltd History No change 3,000 1,105 0.62% 0.62% 1566 0 0.0% Q2 2026 Aug 03, 2026
Wilmar Advisors LLC History No change 3,000 1,105 0.8% 0.8% 1567 0 0.0% Q2 2026 Aug 13, 2026
Caerus Investment Advisors, LLC History No change 2,999 1,104 0.37% 0.37% 1568 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Financial Services, LLC History No change 2,992 1,102 0.15% 0.15% 1569 0 0.0% Q2 2026 Jul 15, 2026
SkyOak Wealth, LLC History No change 2,992 1,102 0.18% 0.18% 1570 0 0.0% Q2 2026 Jul 30, 2026
Sage Mountain Advisors LLC History No change 2,994 1,102 0.07% 0.07% 1571 0 0.0% Q2 2026 Aug 05, 2026
Larry Mathis Financial Planning, LLC History No change 2,993 1,102 0.84% 0.84% 1572 0 0.0% Q2 2026 Jul 24, 2026
Well Done, LLC History No change 2,986 1,099 0.15% 0.15% 1573 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 2,976 1,096 0.22% 0.22% 1574 0 0.0% Q2 2026 Aug 03, 2026
Tidemark, LLC History No change 2,978 1,096 0.25% 0.25% 1575 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,981 1,096 0.11% 0.11% 1576 0 0.0% Q2 2026 Aug 13, 2026
GGM Financial LLC History No change 2,970 1,094 0.41% 0.41% 1577 0 0.0% Q2 2026 Jul 23, 2026
Rosenberg Matthew Hamilton History No change 2,863 1,090 0.2% 0.2% 1578 0 0.0% Q3 2026 Oct 05, 2026
Alliance Wealth Advisors, LLC /UT History No change 2,960 1,090 0.21% 0.21% 1579 0 0.0% Q2 2026 Jul 23, 2026
MSH Capital Advisors LLC History No change 2,957 1,089 0.19% 0.19% 1580 0 0.0% Q2 2026 Aug 10, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 2,954 1,088 0.34% 0.34% 1581 0 0.0% Q2 2026 Jul 22, 2026
Gen-Wealth Partners Inc History No change 2,941 1,083 0.3% 0.3% 1582 0 0.0% Q2 2026 Aug 10, 2026
Revolve Wealth Partners, LLC History No change 2,934 1,080 0.11% 0.11% 1583 0 0.0% Q2 2026 Jul 09, 2026
Financial Partners Group, Inc History No change 2,927 1,078 0.11% 0.11% 1584 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 2,926 1,077 0.06% 0.06% 1585 0 0.0% Q2 2026 Aug 10, 2026
TCFG Investment Advisors, LLC History No change 2,925 1,077 0.36% 0.36% 1586 0 0.0% Q2 2026 Jul 17, 2026
Glaxis Capital Management, LLC History No change 2,920 1,075 2.16% 2.16% 1587 0 0.0% Q2 2026 Aug 10, 2026
Klingman & Associates, LLC History No change 2,919 1,075 0.05% 0.05% 1588 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Partners, LLC History No change 2,910 1,071 0.24% 0.24% 1589 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,811 1,070 0.29% 0.36% 1590 -952 -25.3% Q3 2026 Oct 02, 2026
Breakwater Investment Management History No change 2,903 1,069 0.36% 0.36% 1591 0 0.0% Q2 2026 Aug 06, 2026
Beacon Capital Management, LLC History No change 2,900 1,068 0.16% 0.16% 1592 0 0.0% Q2 2026 Jul 29, 2026
Thompson David Blair History No change 2,900 1,068 0.53% 0.53% 1593 0 0.0% Q2 2026 Aug 14, 2026
Jacobsen Capital Management History No change 2,898 1,067 0.31% 0.31% 1594 0 0.0% Q2 2026 Jul 29, 2026
Whalen Wealth Management Inc. History Added to 2,797 1,065 0.45% 0.32% 1595 +893 46.9% Q3 2026 Oct 08, 2026
Royal Palms Capital LLC History No change 2,892 1,065 0.94% 0.94% 1596 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,888 1,064 0.03% 0.03% 1597 0 0.0% Q2 2026 Aug 04, 2026
Galvin, Gaustad & Stein, LLC History Added to 2,788 1,062 0.08% 0.07% 1598 +208 8.06% Q3 2026 Oct 08, 2026
Fiduciary Alliance LLC History No change 2,883 1,062 0.07% 0.07% 1599 0 0.0% Q2 2026 Jul 20, 2026
Trifecta Capital Advisors, LLC History No change 2,877 1,059 0.14% 0.14% 1600 0 0.0% Q2 2026 Aug 03, 2026
NICOLET BANKSHARES INC History No change 2,842 1,056 0.03% 0.03% 1601 0 0.0% Q2 2026 Aug 11, 2026
BlueSky Wealth Advisors, LLC History No change 2,867 1,056 0.12% 0.12% 1602 0 0.0% Q2 2026 Jul 28, 2026
M. Kraus & Co History No change 2,865 1,055 0.28% 0.28% 1603 0 0.0% Q2 2026 Jul 29, 2026
Hapanowicz & Associates Financial Services, Inc History No change 2,856 1,052 0.33% 0.33% 1604 0 0.0% Q2 2026 Jul 29, 2026
55 North Private Wealth, LLC History No change 2,845 1,048 0.21% 0.21% 1605 0 0.0% Q2 2026 Jul 07, 2026
Colter Lewis Investment Partners LLC History No change 2,831 1,042 0.46% 0.46% 1606 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,828 1,041 0.17% 0.17% 1607 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 2,828 1,041 0.6% 0.6% 1608 0 0.0% Q2 2026 Aug 12, 2026
Wilkinson Global Asset Management LLC History No change 2,820 1,038 0.08% 0.08% 1609 0 0.0% Q2 2026 Aug 06, 2026
HARMONY ASSET MANAGEMENT LLC History No change 2,813 1,036 0.28% 0.28% 1610 0 0.0% Q2 2026 Jul 20, 2026
Petix & Botte Co History No change 2,812 1,035 0.21% 0.21% 1611 0 0.0% Q2 2026 Aug 04, 2026
Hartford Financial Management Inc. History No change 2,805 1,033 0.23% 0.23% 1612 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 2,804 1,032 0.03% 0.03% 1613 0 0.0% Q2 2026 Jul 20, 2026
Legacy Wealth Managment, LLC/ID History No change 2,802 1,032 0.43% 0.43% 1614 0 0.0% Q2 2026 Aug 13, 2026
Reliant Investment Partners, LLC History No change 2,804 1,032 0.7% 0.7% 1615 0 0.0% Q2 2026 Aug 11, 2026
Synergy Asset Management, LLC History No change 2,799 1,031 0.1% 0.1% 1616 0 0.0% Q2 2026 Jul 22, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 2,800 1,031 0.37% 0.37% 1617 0 0.0% Q2 2026 Jul 21, 2026
Granite FO LLC History No change 2,800 1,031 0.55% 0.55% 1618 0 0.0% Q2 2026 Jul 15, 2026
SageView Advisory Group, LLC History No change 2,796 1,029 0.03% 0.03% 1619 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 2,791 1,028 0.04% 0.04% 1620 0 0.0% Q2 2026 Aug 14, 2026
Morton Capital Management LLC/CA History No change 2,790 1,027 0.14% 0.14% 1621 0 0.0% Q2 2026 Jul 23, 2026
BANK OF HAWAII History No change 2,776 1,022 0.05% 0.05% 1622 0 0.0% Q2 2026 Aug 13, 2026
Finivi Inc. History No change 2,767 1,019 0.52% 0.52% 1623 0 0.0% Q2 2026 Jul 09, 2026
Atwater Malick LLC History No change 2,764 1,018 0.22% 0.22% 1624 0 0.0% Q2 2026 Jul 27, 2026
Stamos Capital Partners, L.P. History No change 2,763 1,017 0.16% 0.16% 1625 0 0.0% Q2 2026 Aug 13, 2026
MADDEN SECURITIES Corp History No change 2,763 1,017 0.28% 0.28% 1626 0 0.0% Q2 2026 Jul 24, 2026
Compass Wealth Management LLC History No change 2,762 1,017 0.19% 0.19% 1627 0 0.0% Q2 2026 Aug 07, 2026
LAM GROUP, INC. History No change 2,755 1,014 0.5% 0.5% 1628 0 0.0% Q2 2026 Jul 10, 2026
Cambria Investment Management, L.P. History No change 2,749 1,012 0.05% 0.05% 1629 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 2,749 1,012 0.01% 0.01% 1630 0 0.0% Q2 2026 Aug 14, 2026
NerdWallet Wealth Partners, LLC History No change 2,746 1,012 0.35% 0.35% 1631 0 0.0% Q2 2026 Jul 07, 2026
WT Wealth Management History No change 2,746 1,011 0.28% 0.28% 1632 0 0.0% Q2 2026 Jul 22, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,746 1,011 0.13% 0.13% 1633 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Advisors Inc. History No change 2,740 1,009 0.17% 0.17% 1634 0 0.0% Q2 2026 Jul 16, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 2,737 1,008 0.76% 0.76% 1635 0 0.0% Q2 2026 Aug 07, 2026
Autumn Glory Partners, LLC History No change 2,733 1,006 0.29% 0.29% 1636 0 0.0% Q2 2026 Aug 03, 2026
Mezzasalma Advisors, LLC History No change 2,723 1,003 0.2% 0.2% 1637 0 0.0% Q2 2026 Aug 10, 2026
BostonPremier Wealth LLC History No change 2,724 1,003 0.43% 0.43% 1638 0 0.0% Q2 2026 Jul 24, 2026
Mayfair Advisory Group, LLC History No change 2,692 1,001 0.3% 0.3% 1639 0 0.0% Q2 2026 Aug 11, 2026
A. D. Beadell Investment Counsel, Inc. History No change 2,715 1,000 0.64% 0.64% 1640 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 2,713 999 0.1% 0.1% 1641 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 2,714 999 0.55% 0.55% 1642 0 0.0% Q2 2026 Aug 17, 2026
Single Point Partners, LLC History No change 2,710 998 0.18% 0.18% 1643 0 0.0% Q2 2026 Jul 16, 2026
Advisory Alpha, LLC History No change 2,697 993 0.02% 0.02% 1644 0 0.0% Q2 2026 Aug 11, 2026
J HAGAN CAPITAL, INC. History No change 2,693 992 0.46% 0.46% 1645 0 0.0% Q2 2026 Aug 14, 2026
One Day In July LLC History No change 2,689 990 0.07% 0.07% 1646 0 0.0% Q2 2026 Aug 03, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,682 987 0.09% 0.09% 1647 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Financial Group, LLC History No change 2,672 984 0.31% 0.31% 1648 0 0.0% Q3 2026 Oct 06, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,671 983 0.06% 0.06% 1649 0 0.0% Q2 2026 Jul 28, 2026
PYA Waltman Capital, LLC History No change 2,670 983 0.23% 0.23% 1650 0 0.0% Q2 2026 Aug 14, 2026
Cresta Advisors, Ltd. History No change 2,666 982 0.35% 0.35% 1651 0 0.0% Q2 2026 Jul 22, 2026
GW HENSSLER & ASSOCIATES LTD History No change 2,664 981 0.04% 0.04% 1652 0 0.0% Q2 2026 Jul 28, 2026
Indiana Trust & Investment Management Co History No change 2,664 981 0.27% 0.27% 1653 0 0.0% Q2 2026 Jul 22, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,660 979 0.06% 0.06% 1654 0 0.0% Q2 2026 Aug 03, 2026
HBW ADVISORY SERVICES LLC History No change 2,659 979 0.09% 0.09% 1655 0 0.0% Q2 2026 Jul 16, 2026
Post Resch Tallon Group Inc. History Added to 2,570 978 0.67% 0.63% 1656 +98 3.96% Q3 2026 Oct 08, 2026
Wilkins Miller Wealth Management, LLC History No change 2,657 978 0.54% 0.54% 1657 0 0.0% Q2 2026 Jul 21, 2026
Nalls Sherbakoff Group, LLC History No change 2,649 975 0.69% 0.69% 1658 0 0.0% Q2 2026 Aug 17, 2026
Jupiter Wealth Management LLC History No change 2,645 974 0.39% 0.39% 1659 0 0.0% Q2 2026 Aug 10, 2026
Leo H. Evart, Inc. History No change 2,642 973 0.77% 0.77% 1660 0 0.0% Q2 2026 Aug 17, 2026
Torrey-Payne Wealth Management, LLC History No change 2,643 973 0.8% 0.8% 1661 0 0.0% Q2 2026 Jul 23, 2026
Miramar Capital, LLC History No change 2,640 972 0.21% 0.21% 1662 0 0.0% Q2 2026 Jul 27, 2026
THOMPSON DAVIS & CO., INC. History No change 2,635 970 0.58% 0.58% 1663 0 0.0% Q2 2026 Jul 29, 2026
Clark Asset Management, LLC History No change 2,635 970 0.08% 0.08% 1664 0 0.0% Q2 2026 Jul 07, 2026
August Group Capital Ltd History No change 2,622 965 1.06% 1.06% 1665 0 0.0% Q2 2026 Aug 10, 2026
Destiny Capital Corp/CO History No change 2,618 964 0.45% 0.45% 1666 0 0.0% Q2 2026 Aug 10, 2026
180 WEALTH ADVISORS, LLC History No change 2,612 962 0.1% 0.1% 1667 0 0.0% Q2 2026 Jul 07, 2026
NewSquare Capital LLC History No change 2,611 961 0.07% 0.07% 1668 0 0.0% Q2 2026 Jul 28, 2026
Essex Bank History No change 2,609 961 0.21% 0.21% 1669 0 0.0% Q2 2026 Jul 23, 2026
Heritage Investment Group, Inc. History No change 2,611 961 0.13% 0.13% 1670 0 0.0% Q2 2026 Jul 29, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 2,585 960 0.51% 0.51% 1671 0 0.0% Q2 2026 Aug 07, 2026
WealthSpring Partners, LLC History No change 2,602 958 0.82% 0.82% 1672 0 0.0% Q2 2026 Aug 05, 2026
Corps Capital Advisors, LLC History No change 2,593 955 0.77% 0.77% 1673 0 0.0% Q2 2026 Jul 22, 2026
Elevation Advisory Partners LLC History No change 2,597 954 0.98% 0.98% 1674 0 0.0% Q2 2026 Aug 13, 2026
Bucket List Wealth Management, LLC History No change 2,588 953 0.47% 0.47% 1675 0 0.0% Q2 2026 Jul 16, 2026
MBE Wealth Management, LLC History No change 2,586 952 0.33% 0.33% 1676 0 0.0% Q2 2026 Jul 24, 2026
Global Financial Private Client, LLC History No change 2,574 948 0.26% 0.26% 1677 0 0.0% Q2 2026 Jul 20, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,560 943 0.1% 0.1% 1678 0 0.0% Q2 2026 Aug 13, 2026
Sunstone Asset Management, LP History No change 2,560 943 1.02% 1.02% 1679 0 0.0% Q2 2026 Aug 14, 2026
SAM Advisors, LLC History No change 2,556 941 0.26% 0.26% 1680 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 2,555 941 0.08% 0.08% 1681 0 0.0% Q2 2026 Aug 05, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,550 939 0.48% 0.48% 1682 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 2,541 936 0.0% 0.0% 1683 0 0.0% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History No change 2,543 936 0.09% 0.09% 1684 0 0.0% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History No change 2,540 935 0.19% 0.19% 1685 0 0.0% Q2 2026 Jul 23, 2026
Tennessee Valley Asset Management Partners History No change 2,530 932 0.1% 0.1% 1686 0 0.0% Q2 2026 Aug 10, 2026
Indie Asset Partners, LLC History No change 2,527 930 0.89% 0.89% 1687 0 0.0% Q2 2026 Aug 07, 2026
MN Wealth Advisors, LLC History No change 2,527 930 0.4% 0.4% 1688 0 0.0% Q2 2026 Jul 23, 2026
Wallace Hart LLC History No change 2,525 930 0.58% 0.58% 1689 0 0.0% Q2 2026 Aug 13, 2026
DAVIS R M INC History No change 2,524 929 0.01% 0.01% 1690 0 0.0% Q2 2026 Aug 14, 2026
Meadowbrook Advisors Group, LLC History No change 2,523 929 0.5% 0.5% 1691 0 0.0% Q2 2026 Aug 07, 2026
Cordatus Wealth Management LLC History No change 2,521 928 0.2% 0.2% 1692 0 0.0% Q2 2026 Jul 29, 2026
Midwest Financial Network, LLC History No change 2,519 928 0.63% 0.63% 1693 0 0.0% Q2 2026 Jul 07, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 2,514 926 0.04% 0.04% 1694 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 2,514 926 0.25% 0.25% 1695 0 0.0% Q2 2026 Jul 21, 2026
Coppell Advisory Solutions LLC History No change 2,656 926 0.08% 0.08% 1696 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Reduced 2,419 925 0.52% 0.51% 1697 -162 -6.28% Q3 2026 Oct 06, 2026
Forza Wealth Management, LLC History No change 2,510 924 0.28% 0.28% 1698 0 0.0% Q2 2026 Jul 17, 2026
Hyundai Investments Co., Ltd. History No change 2,504 922 1.0% 1.0% 1699 0 0.0% Q2 2026 Aug 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 2,502 921 0.33% 0.33% 1700 0 0.0% Q2 2026 Aug 11, 2026
Greenland Capital Management LP History No change 2,500 920 0.11% 0.11% 1701 0 0.0% Q2 2026 Aug 12, 2026
Calamos Wealth Management LLC History No change 2,492 918 0.03% 0.03% 1702 0 0.0% Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History No change 2,492 918 0.09% 0.09% 1703 0 0.0% Q2 2026 Jul 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,460 906 0.09% 0.09% 1704 0 0.0% Q2 2026 Jul 16, 2026
Pavion Blue Capital, LLC History No change 2,461 906 0.36% 0.36% 1705 0 0.0% Q2 2026 Aug 07, 2026
Successful Portfolios LLC History Reduced 2,378 902 0.42% 0.44% 1706 -97 -3.92% Q3 2026 Oct 09, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,441 899 0.08% 0.08% 1707 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Partners, LLC History No change 2,442 899 0.11% 0.11% 1708 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Group California, Inc. History No change 2,430 895 0.27% 0.27% 1709 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 2,424 892 0.04% 0.04% 1710 0 0.0% Q2 2026 Aug 06, 2026
jvl associates llc History No change 2,344 892 0.26% 0.24% 1711 0 0.0% Q3 2026 Oct 09, 2026
ProVise Management Group, LLC History No change 2,420 891 0.06% 0.06% 1712 0 0.0% Q2 2026 Aug 03, 2026
Smith & Howard Wealth Management, LLC History No change 2,416 890 0.18% 0.18% 1713 0 0.0% Q2 2026 Aug 03, 2026
Tolleson Wealth Management, Inc. History No change 2,417 890 0.12% 0.12% 1714 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 2,415 889 0.07% 0.07% 1715 0 0.0% Q2 2026 Aug 14, 2026
Tranquilli Financial Advisor LLC History No change 2,409 887 0.48% 0.48% 1716 0 0.0% Q2 2026 Aug 07, 2026
James J. Burns & Company, LLC History No change 2,410 887 0.1% 0.1% 1717 0 0.0% Q2 2026 Aug 06, 2026
Telos Capital Management, Inc. History No change 2,405 885 0.08% 0.08% 1718 0 0.0% Q2 2026 Jul 22, 2026
Chesapeake Wealth Management History No change 2,403 885 0.25% 0.25% 1719 0 0.0% Q2 2026 Aug 13, 2026
Old Port Advisors History No change 2,402 884 0.17% 0.17% 1720 0 0.0% Q2 2026 Jul 21, 2026
Southland Equity Partners LLC History No change 2,391 880 0.15% 0.15% 1721 0 0.0% Q2 2026 Jul 13, 2026
Stratos Investment Management, LLC History No change 2,381 877 0.03% 0.03% 1722 0 0.0% Q2 2026 Aug 11, 2026
MidFirst Bank History No change 2,371 873 0.06% 0.06% 1723 0 0.0% Q2 2026 Aug 07, 2026
Ebert Capital Management Inc. History Added to 2,285 870 0.76% 0.46% 1725 +968 73.5% Q3 2026 Oct 08, 2026
WEALTHSPAN PARTNERS, LLC History No change 2,362 870 0.27% 0.27% 1724 0 0.0% Q2 2026 Aug 06, 2026
GREENLEAF TRUST History No change 2,361 869 0.01% 0.01% 1726 0 0.0% Q2 2026 Jul 21, 2026
PLIMOTH TRUST CO LLC History No change 2,361 869 0.17% 0.17% 1727 0 0.0% Q2 2026 Jul 28, 2026
Robinswood Financial LLC History No change 2,359 869 0.25% 0.25% 1728 0 0.0% Q2 2026 Jul 14, 2026
Allegheny Financial Group History No change 2,356 868 0.09% 0.09% 1729 0 0.0% Q2 2026 Jul 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,345 866 0.0% 0.0% 1730 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 2,353 866 0.06% 0.06% 1731 0 0.0% Q2 2026 Jul 24, 2026
Integrity Financial Corp /WA History No change 2,351 866 0.41% 0.41% 1732 0 0.0% Q2 2026 Jul 31, 2026
Merrion Investment Management Co, LLC History No change 2,350 865 0.41% 0.41% 1733 0 0.0% Q2 2026 Jul 13, 2026
Net Worth Advisory Group History No change 2,348 865 0.22% 0.22% 1734 0 0.0% Q2 2026 Jul 13, 2026
Wise Wealth Partners History No change 2,349 865 1.47% 1.47% 1735 0 0.0% Q2 2026 Jul 28, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,344 863 0.21% 0.21% 1736 0 0.0% Q2 2026 Aug 27, 2026
Apriem Advisors History No change 2,342 862 0.07% 0.07% 1737 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 2,324 856 0.11% 0.11% 1738 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 2,323 855 0.46% 0.46% 1739 0 0.0% Q2 2026 Aug 13, 2026
Cane Capital Partners, LLC History No change 2,312 851 0.34% 0.34% 1740 0 0.0% Q2 2026 Aug 05, 2026
Twin Lakes Capital Management, LLC History No change 2,310 850 0.33% 0.33% 1741 0 0.0% Q2 2026 Aug 17, 2026
Basecamp Wealth Advisors LLC History No change 2,308 850 0.16% 0.16% 1742 0 0.0% Q2 2026 Aug 14, 2026
Frontier Asset Management, LLC History No change 2,306 849 0.15% 0.15% 1743 0 0.0% Q2 2026 Aug 06, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 2,306 849 0.17% 0.17% 1744 0 0.0% Q2 2026 Jul 17, 2026
Connecticut Wealth Management, LLC History No change 2,302 848 0.03% 0.03% 1745 0 0.0% Q2 2026 Jul 29, 2026
Hikari Tsushin, Inc. History No change 2,300 847 0.06% 0.06% 1746 0 0.0% Q2 2026 Aug 11, 2026
Strategic Advisors LLC History No change 2,298 846 0.19% 0.19% 1747 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Point Investment Advisors, LLC History No change 2,299 846 0.12% 0.12% 1748 0 0.0% Q2 2026 Jul 28, 2026
Nuveen, LLC History No change 2,298 846 0.0% 0.0% 1749 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Group, LLC History No change 2,296 845 0.18% 0.18% 1750 0 0.0% Q2 2026 Aug 06, 2026
Highview Capital Management LLC/DE/ History No change 2,290 843 0.24% 0.24% 1751 0 0.0% Q2 2026 Aug 11, 2026
Alchemi Wealth, LLC History No change 2,281 840 0.39% 0.39% 1752 0 0.0% Q2 2026 Jul 29, 2026
Formidable Asset Management, LLC History No change 1,951 839 0.13% 0.13% 1753 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,276 838 0.0% 0.0% 1754 0 0.0% Q2 2026 Aug 04, 2026
Safeguard Investment Advisory Group, LLC History No change 2,277 838 0.19% 0.19% 1755 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 2,273 837 0.17% 0.17% 1756 0 0.0% Q2 2026 Aug 06, 2026
Heritage Trust Co History No change 2,274 837 0.07% 0.07% 1757 0 0.0% Q2 2026 Aug 06, 2026
PATRON PARTNERS, LLC History No change 2,270 836 0.32% 0.32% 1758 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,270 836 0.13% 0.13% 1759 0 0.0% Q2 2026 Jul 14, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 2,269 835 0.01% 0.01% 1760 0 0.0% Q2 2026 Aug 12, 2026
Financial Sense Advisors, Inc. History No change 2,265 834 0.16% 0.16% 1761 0 0.0% Q2 2026 Aug 14, 2026
Intellus Advisors LLC History No change 2,263 833 0.1% 0.1% 1762 0 0.0% Q2 2026 Aug 12, 2026
TCI Wealth Advisors, Inc. History No change 2,261 832 0.04% 0.04% 1763 0 0.0% Q2 2026 Jul 29, 2026
AIRE ADVISORS, LLC History No change 2,260 832 0.14% 0.14% 1764 0 0.0% Q2 2026 Aug 14, 2026
WEST PACES ADVISORS INC. History No change 2,258 831 0.14% 0.14% 1765 0 0.0% Q2 2026 Jul 17, 2026
GRANDFIELD & DODD, LLC History No change 2,254 830 0.04% 0.04% 1766 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 2,251 829 0.25% 0.25% 1767 0 0.0% Q2 2026 Jul 27, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 5,182 828 0.63% 0.63% 1768 0 0.0% Q2 2026 Aug 04, 2026
LGL PARTNERS, LLC History No change 2,245 827 0.3% 0.3% 1769 0 0.0% Q2 2026 Jul 27, 2026
Vienna Asset Management LLC History No change 2,246 827 0.58% 0.58% 1770 0 0.0% Q2 2026 Aug 14, 2026
Retirement Management Systems Inc. History No change 2,245 827 0.17% 0.17% 1771 0 0.0% Q2 2026 Jul 21, 2026
Quadrant Private Wealth Management, LLC History No change 2,242 825 0.18% 0.18% 1772 0 0.0% Q2 2026 Jul 30, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 2,166 824 0.12% 0.12% 1774 +10 0.46% Q3 2026 Oct 08, 2026
Rockwood Wealth Management, LLC History No change 2,238 824 0.05% 0.05% 1773 0 0.0% Q2 2026 Jul 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 2,232 822 0.91% 0.91% 1775 0 0.0% Q2 2026 Aug 10, 2026
Arcataur Capital Management LLC History No change 2,233 822 0.2% 0.2% 1776 0 0.0% Q2 2026 Jul 23, 2026
Cauble & Harre Wealth Management, Inc. History No change 2,232 822 0.66% 0.66% 1777 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History No change 2,228 820 0.01% 0.01% 1778 0 0.0% Q2 2026 Jul 10, 2026
Wells Financial Advisors INC History No change 2,224 819 7.6% 7.6% 1779 0 0.0% Q2 2026 Jul 23, 2026
Finward Bancorp History No change 2,220 817 0.62% 0.62% 1780 0 0.0% Q2 2026 Jul 16, 2026
TOWNSQUARE CAPITAL LLC History No change 2,216 816 0.15% 0.15% 1781 0 0.0% Q2 2026 Aug 14, 2026
Archvest Wealth Advisors, Inc. History No change 2,214 815 0.47% 0.47% 1782 0 0.0% Q2 2026 Jul 27, 2026
Estate Planners Group, LLC History No change 2,212 814 0.37% 0.37% 1783 0 0.0% Q2 2026 Aug 13, 2026
FNY Investment Advisers, LLC History No change 2,206 812 0.29% 0.29% 1784 0 0.0% Q2 2026 Jul 08, 2026
Strengthening Families & Communities, LLC History No change 2,206 812 0.18% 0.18% 1785 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 2,201 810 0.04% 0.04% 1786 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 2,191 807 0.6% 0.6% 1787 0 0.0% Q2 2026 Jul 31, 2026
JBR Co Financial Management Inc History No change 2,191 807 0.29% 0.29% 1788 0 0.0% Q2 2026 Jul 09, 2026
MTM Investment Management, LLC History No change 2,188 806 0.23% 0.23% 1789 0 0.0% Q2 2026 Aug 03, 2026
Keudell/Morrison Wealth Management History No change 2,187 805 0.15% 0.15% 1790 0 0.0% Q2 2026 Jul 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,184 804 0.01% 0.01% 1791 0 0.0% Q2 2026 Jul 14, 2026
Wedmont Private Capital History Added to 2,121 803 0.02% 0.02% 1794 +303 16.67% Q3 2026 Oct 09, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 2,180 803 0.05% 0.05% 1792 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,181 803 0.01% 0.01% 1793 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 2,182 803 0.05% 0.05% 1795 0 0.0% Q2 2026 Aug 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,176 801 0.01% 0.01% 1796 0 0.0% Q2 2026 Aug 03, 2026
INVESTMENT HOUSE LLC History No change 2,168 798 0.04% 0.04% 1797 0 0.0% Q2 2026 Jul 31, 2026
Fort Point Capital Partners LLC History No change 2,166 797 0.06% 0.06% 1798 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 2,165 797 0.1% 0.1% 1799 0 0.0% Q2 2026 Aug 25, 2026
Transcendent Capital Group LLC History No change 2,156 794 0.31% 0.31% 1800 0 0.0% Q2 2026 Aug 05, 2026
TME FINANCIAL, INC. History No change 2,154 793 0.49% 0.49% 1801 0 0.0% Q2 2026 Jul 23, 2026
SEARLE & CO. History No change 2,150 792 0.18% 0.18% 1802 0 0.0% Q2 2026 Jul 27, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 2,149 791 0.0% 0.0% 1803 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 2,147 791 0.02% 0.02% 1804 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 2,147 791 0.01% 0.01% 1805 0 0.0% Q2 2026 Jul 28, 2026
Swan Global Investments, LLC History No change 2,145 790 0.02% 0.02% 1806 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 2,145 790 0.06% 0.06% 1807 0 0.0% Q2 2026 Jul 14, 2026
ALBION FINANCIAL GROUP /UT History No change 2,144 789 0.05% 0.05% 1808 0 0.0% Q2 2026 Jul 22, 2026
BEARING POINT CAPITAL, LLC History No change 2,144 789 0.11% 0.11% 1809 0 0.0% Q2 2026 Aug 11, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 2,067 787 0.47% 0.46% 1810 0 0.0% Q3 2026 Oct 07, 2026
Wolff Financial Management LLC History No change 2,132 785 0.16% 0.16% 1811 0 0.0% Q2 2026 Jul 16, 2026
Farmers National Bank History No change 2,130 784 0.16% 0.16% 1812 0 0.0% Q2 2026 Aug 11, 2026
MEITAV INVESTMENT HOUSE LTD History No change 2,128 783 0.01% 0.01% 1813 0 0.0% Q2 2026 Jul 20, 2026
Lesa Sroufe & Co History No change 2,124 782 0.56% 0.56% 1814 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 2,121 781 0.04% 0.04% 1815 0 0.0% Q2 2026 Jul 28, 2026
Wealth Preservation Advisors, LLC History No change 2,120 780 0.44% 0.44% 1816 0 0.0% Q2 2026 Aug 14, 2026
CHASE INVESTMENT COUNSEL CORP History No change 2,116 779 0.16% 0.16% 1817 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Reduced 2,045 778 0.19% 0.35% 1820 -1,865 -47.7% Q3 2026 Oct 08, 2026
AVENIR CORP History No change 2,114 778 0.09% 0.09% 1818 0 0.0% Q2 2026 Aug 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,113 778 0.08% 0.08% 1819 0 0.0% Q2 2026 Jul 07, 2026
Range Financial Group LLC History No change 2,111 777 0.21% 0.21% 1821 0 0.0% Q2 2026 Jul 15, 2026
Hopwood Nicholas Hunter History No change 2,107 776 0.21% 0.21% 1822 0 0.0% Q2 2026 Aug 14, 2026
Eagle Capital Management, LLC History No change 2,104 775 0.26% 0.26% 1823 0 0.0% Q2 2026 Jul 13, 2026
Financial Planning Hawaii, Inc. History No change 2,105 775 0.42% 0.42% 1824 0 0.0% Q2 2026 Jul 23, 2026
RED REEF ADVISORS LLC History No change 2,106 775 0.71% 0.71% 1825 0 0.0% Q2 2026 Jul 23, 2026
Delta Accumulation, LLC History No change 2,100 773 0.03% 0.03% 1826 0 0.0% Q2 2026 Aug 05, 2026
Allied Private Wealth LLC History No change 2,062 772 0.49% 0.49% 1827 0 0.0% Q2 2026 Jul 09, 2026
First Financial Bank - Trust Division History No change 2,025 771 0.06% 0.05% 1828 0 0.0% Q3 2026 Oct 01, 2026
Strategic Advocates LLC History No change 2,095 771 2.98% 2.98% 1829 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 2,093 770 0.03% 0.03% 1830 0 0.0% Q2 2026 Aug 05, 2026
Clearbridge Investments, LLC History No change 2,091 770 0.0% 0.0% 1831 0 0.0% Q2 2026 Aug 13, 2026
Crane Advisory, LLC History No change 2,108 769 0.11% 0.11% 1832 0 0.0% Q2 2026 Jul 17, 2026
BNP PARIBAS History No change 2,085 768 0.02% 0.02% 1833 0 0.0% Q2 2026 Aug 13, 2026
Frederick Financial Consultants, LLC History No change 2,085 768 0.33% 0.33% 1834 0 0.0% Q2 2026 Aug 14, 2026
Wealthstar Advisors, LLC History No change 2,083 767 0.22% 0.22% 1835 0 0.0% Q2 2026 Jul 30, 2026
ALKEME WEALTH, LLC History Reduced 2,011 765 0.29% 0.29% 1836 -71 -3.41% Q3 2026 Oct 07, 2026
POTENTIA WEALTH History No change 2,077 765 0.31% 0.31% 1837 0 0.0% Q2 2026 Aug 13, 2026
North Capital, Inc. History No change 2,076 764 0.58% 0.58% 1838 0 0.0% Q2 2026 Jul 14, 2026
MTM FINANCIAL GROUP, LLC History No change 2,075 764 0.33% 0.33% 1839 0 0.0% Q2 2026 Jul 27, 2026
Tannin Capital LLC History No change 2,072 763 0.5% 0.5% 1840 0 0.0% Q2 2026 Aug 04, 2026
ROMANO BROTHERS AND COMPANY History No change 2,069 762 0.08% 0.08% 1841 0 0.0% Q2 2026 Jul 21, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 2,071 762 0.09% 0.09% 1842 0 0.0% Q2 2026 Jul 09, 2026
Rockingstone Advisors LLC History No change 2,070 762 0.31% 0.31% 1843 0 0.0% Q2 2026 Jul 13, 2026
L. Roy Papp & Associates, LLP History No change 2,055 757 0.08% 0.08% 1844 0 0.0% Q2 2026 Jul 23, 2026
WMG Financial Advisors, LLC History No change 2,056 757 0.29% 0.29% 1845 0 0.0% Q2 2026 Jul 23, 2026
Occidental Asset Management, LLC History No change 2,054 756 0.08% 0.08% 1846 0 0.0% Q2 2026 Aug 07, 2026
Drake & Associates, LLC History No change 2,054 756 0.13% 0.13% 1847 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,051 755 0.02% 0.02% 1848 0 0.0% Q2 2026 Jul 31, 2026
Manhattan West Asset Management, LLC History No change 2,050 755 0.13% 0.13% 1849 0 0.0% Q2 2026 Aug 11, 2026
Octavia Wealth Advisors, LLC History No change 2,047 754 0.07% 0.07% 1850 0 0.0% Q2 2026 Jul 14, 2026
Lafayette Investments, Inc. History No change 2,041 751 0.14% 0.14% 1851 0 0.0% Q2 2026 Aug 11, 2026
Capital Advantage, Inc. History No change 2,041 751 0.09% 0.09% 1852 0 0.0% Q2 2026 Jul 13, 2026
Realta Investment Advisors History No change 2,039 751 0.23% 0.23% 1853 0 0.0% Q2 2026 Jul 20, 2026
CRUX WEALTH ADVISORS History No change 2,037 750 0.26% 0.26% 1854 0 0.0% Q2 2026 Jul 21, 2026
Stonehearth Capital Management, LLC History No change 2,030 747 0.25% 0.25% 1855 0 0.0% Q2 2026 Jul 07, 2026
Tarbox Family Office, Inc. History No change 2,029 747 0.11% 0.11% 1856 0 0.0% Q2 2026 Aug 03, 2026
CWS Financial Advisors, LLC History No change 2,027 746 0.17% 0.17% 1857 0 0.0% Q2 2026 Jul 30, 2026
Diversified Trust Co History No change 2,025 745 0.01% 0.01% 1858 0 0.0% Q2 2026 Jul 17, 2026
Kurv Investment Management LLC History No change 355 743 0.45% 0.45% 1859 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History Added to 1,950 742 0.05% 0.05% 1860 +7 0.36% Q3 2026 Oct 08, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,011 740 0.04% 0.04% 1861 0 0.0% Q2 2026 Jul 20, 2026
Integrated Investment Consultants, LLC History No change 2,010 740 0.15% 0.15% 1862 0 0.0% Q2 2026 Aug 17, 2026
Jackson, Grant Investment Advisers, Inc. History No change 2,005 738 0.23% 0.23% 1863 0 0.0% Q2 2026 Jul 31, 2026
EARNED WEALTH ADVISORS, LLC History No change 2,005 738 0.05% 0.05% 1864 0 0.0% Q2 2026 Aug 14, 2026
NOVUS ADVISORS, LLC History No change 2,003 737 1.54% 1.54% 1865 0 0.0% Q2 2026 Jul 27, 2026
Hartmann Taylor Wealth Management, LLC History No change 1,715 737 0.49% 0.49% 1866 0 0.0% Q2 2026 Jul 28, 2026
Invesco Ltd. History No change 2,000 736 0.0% 0.0% 1867 0 0.0% Q2 2026 Aug 14, 2026
Van Cleef Asset Management,Inc History No change 1,993 734 0.07% 0.07% 1868 0 0.0% Q2 2026 Aug 03, 2026
New Harbor Financial Group, LLC History No change 1,992 733 0.12% 0.12% 1869 0 0.0% Q2 2026 Jul 23, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,988 732 0.07% 0.07% 1870 0 0.0% Q2 2026 Jul 14, 2026
Hyperion Capital Advisors LP History No change 1,988 732 0.33% 0.33% 1871 0 0.0% Q2 2026 Aug 13, 2026
Ledyard National Bank History No change 1,987 731 0.06% 0.06% 1872 0 0.0% Q2 2026 Jul 16, 2026
Purus Wealth Management, LLC History No change 1,983 730 0.2% 0.2% 1873 0 0.0% Q2 2026 Jul 13, 2026
Next Capital Management LLC History No change 1,979 729 0.2% 0.2% 1874 0 0.0% Q2 2026 Aug 03, 2026
Element Wealth, LLC History No change 1,978 728 0.27% 0.27% 1875 0 0.0% Q2 2026 Aug 14, 2026
LEIGH BALDWIN & CO., LLC History No change 1,974 727 0.39% 0.39% 1876 0 0.0% Q2 2026 Aug 13, 2026
Hendershot Investments Inc. History No change 1,975 727 0.09% 0.09% 1877 0 0.0% Q2 2026 Aug 12, 2026
Forum Financial Management, LP History No change 1,975 727 0.01% 0.01% 1878 0 0.0% Q2 2026 Jul 23, 2026
Quantum Portfolio Management LLC History No change 1,975 727 0.26% 0.26% 1879 0 0.0% Q2 2026 Aug 14, 2026
Calder Financial LLC History No change 1,975 727 0.68% 0.68% 1880 0 0.0% Q2 2026 Jul 07, 2026
Monument Capital Management History Reduced 1,907 726 0.15% 0.14% 1881 -7 -0.37% Q3 2026 Oct 08, 2026
Kellett Wealth Advisors, LLC History No change 1,972 726 0.34% 0.34% 1882 0 0.0% Q2 2026 Jul 23, 2026
Davis Investment Partners, LLC History No change 1,964 723 0.22% 0.22% 1883 0 0.0% Q2 2026 Aug 07, 2026
Safe Harbor Fiduciary, LLC History No change 1,965 723 0.56% 0.56% 1884 0 0.0% Q2 2026 Aug 14, 2026
Sunbeam Capital Management, LLC History No change 1,960 722 0.33% 0.33% 1885 0 0.0% Q2 2026 Jul 14, 2026
Rinkey Investments History No change 1,955 720 0.17% 0.17% 1886 0 0.0% Q2 2026 Jul 20, 2026
Diesslin Group, Inc. History No change 1,956 720 0.28% 0.28% 1887 0 0.0% Q2 2026 Jul 02, 2026
Tuttle Capital Management, LLC History No change 1,952 719 0.48% 0.48% 1888 0 0.0% Q2 2026 Jul 30, 2026
AmeriServ Wealth Advisors History No change 1,951 718 0.48% 0.48% 1889 0 0.0% Q2 2026 Aug 03, 2026
G&S Capital LLC History No change 1,951 718 0.21% 0.21% 1890 0 0.0% Q2 2026 Jul 10, 2026
StrongBox Wealth, LLC History No change 1,949 717 0.2% 0.2% 1891 0 0.0% Q2 2026 Jul 23, 2026
American Trust History No change 1,947 717 0.06% 0.06% 1892 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 1,886 716 0.21% 0.22% 1895 -178 -8.62% Q3 2026 Oct 09, 2026
Joseph P. Lucia & Associates, LLC History No change 1,946 716 0.22% 0.22% 1893 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Wealth Advisory Group, LLC History No change 1,945 716 0.2% 0.2% 1894 0 0.0% Q2 2026 Aug 06, 2026
SAXON INTERESTS, INC. History No change 1,945 716 0.2% 0.2% 1896 0 0.0% Q2 2026 Aug 12, 2026
Clarus Group, Inc. History No change 1,940 714 0.24% 0.24% 1897 0 0.0% Q2 2026 Jul 24, 2026
Linscomb Wealth, Inc. History No change 1,928 710 0.03% 0.03% 1898 0 0.0% Q2 2026 Jul 31, 2026
Hirtle & Co., LLC History No change 1,930 710 0.02% 0.02% 1899 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,925 709 0.26% 0.26% 1900 0 0.0% Q2 2026 Jul 08, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,925 709 0.09% 0.09% 1901 0 0.0% Q2 2026 Jul 10, 2026
Goepper Burkhardt LLC History No change 1,925 709 0.21% 0.21% 1902 0 0.0% Q2 2026 Aug 10, 2026
Riverstone Advisors, LLC History No change 1,923 708 0.29% 0.29% 1903 0 0.0% Q2 2026 Aug 06, 2026
Aviance Capital Partners, LLC History No change 1,921 707 0.07% 0.07% 1904 0 0.0% Q2 2026 Jul 30, 2026
Wernau Asset Management Inc. History No change 1,911 704 0.37% 0.37% 1905 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 1,907 702 0.36% 0.36% 1906 0 0.0% Q2 2026 Jul 22, 2026
Strathmore Capital Advisors, Inc. History No change 1,873 702 0.19% 0.19% 1907 0 0.0% Q2 2026 Aug 10, 2026
Parkway Wealth Management Group, LLC History No change 1,907 702 0.08% 0.08% 1908 0 0.0% Q2 2026 Jul 27, 2026
ADIRONDACK TRUST CO History No change 1,902 700 0.21% 0.21% 1909 0 0.0% Q2 2026 Jul 16, 2026
Strait & Sound Wealth Management LLC History No change 1,898 699 0.25% 0.25% 1910 0 0.0% Q2 2026 Aug 17, 2026
KINTRA WEALTH, LLC History No change 1,747 696 0.04% 0.04% 1911 0 0.0% Q2 2026 Aug 14, 2026
Arbor Investment Advisors, LLC History No change 1,880 692 0.08% 0.08% 1912 0 0.0% Q2 2026 Jul 24, 2026
NOVEM GROUP History No change 1,880 692 0.07% 0.07% 1913 0 0.0% Q2 2026 Jul 21, 2026
Cottage Street Advisors LLC History No change 1,878 691 0.27% 0.27% 1914 0 0.0% Q2 2026 Jul 20, 2026
RMR Wealth Builders History No change 1,875 690 0.04% 0.04% 1915 0 0.0% Q2 2026 Jul 24, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,870 688 0.02% 0.02% 1916 0 0.0% Q2 2026 Aug 05, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 1,866 687 0.09% 0.09% 1917 0 0.0% Q2 2026 Jul 31, 2026
M Wealth Management, LLC History No change 1,865 687 0.54% 0.54% 1918 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History Added to 1,796 684 0.39% 0.24% 1919 +529 41.75% Q3 2026 Oct 09, 2026
Asset Dedication, LLC History No change 1,852 682 0.04% 0.04% 1920 0 0.0% Q2 2026 Jul 30, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,854 682 0.06% 0.06% 1921 0 0.0% Q2 2026 Aug 05, 2026
Pines Wealth Management, LLC History No change 1,851 681 0.2% 0.2% 1922 0 0.0% Q2 2026 Jul 22, 2026
Momentum Wealth Planning, LLC History No change 1,850 681 0.5% 0.5% 1923 0 0.0% Q2 2026 Aug 05, 2026
Essex LLC History No change 1,847 680 0.1% 0.1% 1924 0 0.0% Q2 2026 Jul 24, 2026
MKT Advisors LLC History No change 1,799 679 0.21% 0.21% 1925 0 0.0% Q2 2026 Jul 09, 2026
Wealth Alliance Advisory Group, LLC History No change 1,833 675 0.1% 0.1% 1926 0 0.0% Q2 2026 Jul 23, 2026
Cypress Capital Group History No change 1,827 673 0.06% 0.06% 1927 0 0.0% Q2 2026 Aug 05, 2026
Bull Street Advisors, LLC History No change 1,827 673 0.31% 0.31% 1928 0 0.0% Q2 2026 Jul 28, 2026
Williams & Novak Wealth Management, LLC History Added to 1,767 672 0.4% 0.42% 1933 +43 2.49% Q3 2026 Oct 09, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,826 672 0.0% 0.0% 1929 0 0.0% Q2 2026 Jul 22, 2026
Connective Capital Management, LLC History No change 1,825 672 0.47% 0.47% 1930 0 0.0% Q2 2026 Aug 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,826 672 0.04% 0.04% 1931 0 0.0% Q2 2026 Jul 31, 2026
CVA Family Office, LLC History No change 1,826 672 0.06% 0.06% 1932 0 0.0% Q2 2026 Aug 07, 2026
ALTFEST L J & CO INC History No change 1,824 671 0.07% 0.07% 1934 0 0.0% Q2 2026 Jul 30, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 1,820 670 0.16% 0.16% 1935 0 0.0% Q2 2026 Aug 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 1,817 669 0.05% 0.05% 1936 0 0.0% Q2 2026 Jul 24, 2026
Fort Sheridan Advisors LLC History No change 1,816 668 0.07% 0.07% 1937 0 0.0% Q2 2026 Aug 05, 2026
Sharkey, Howes & Javer History No change 1,807 665 0.08% 0.08% 1938 0 0.0% Q2 2026 Jul 09, 2026
LifeGuide Financial Advisors, LLC History No change 1,806 665 0.19% 0.19% 1939 0 0.0% Q2 2026 Jul 09, 2026
CLG LLC History No change 1,807 665 0.15% 0.15% 1940 0 0.0% Q2 2026 Jul 16, 2026
4J Wealth Management LLC History No change 1,802 663 0.33% 0.33% 1941 0 0.0% Q2 2026 Jul 21, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 1,801 663 0.13% 0.13% 1942 0 0.0% Q2 2026 Jul 09, 2026
EDGEWOOD MANAGEMENT LLC History No change 1,781 656 0.01% 0.01% 1943 0 0.0% Q2 2026 Aug 13, 2026
Guardian Asset Advisors, LLC History No change 1,778 654 0.3% 0.3% 1944 0 0.0% Q2 2026 Jul 21, 2026
Windsor Capital Management, LLC History No change 1,773 653 0.17% 0.17% 1945 0 0.0% Q2 2026 Jul 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,775 653 0.02% 0.02% 1946 0 0.0% Q2 2026 Jul 08, 2026
Prosperity Financial Group, Inc. History No change 1,762 649 0.2% 0.2% 1947 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Wealth Management LLC History No change 1,760 648 0.19% 0.19% 1948 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History No change 1,759 647 0.08% 0.08% 1949 0 0.0% Q2 2026 Jul 20, 2026
BOKF, NA History No change 1,755 646 0.01% 0.01% 1950 0 0.0% Q2 2026 Aug 10, 2026
DBK Financial Counsel, LLC History No change 1,756 646 0.54% 0.54% 1951 0 0.0% Q2 2026 Jul 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,750 644 0.04% 0.04% 1952 0 0.0% Q2 2026 Jul 15, 2026
DUNCKER STREETT & CO INC History No change 1,746 643 0.11% 0.11% 1953 0 0.0% Q2 2026 Jul 28, 2026
Human Investing LLC History No change 1,748 643 0.08% 0.08% 1954 0 0.0% Q2 2026 Jul 21, 2026
Tempus Wealth Planning, LLC History No change 1,746 643 0.13% 0.13% 1955 0 0.0% Q2 2026 Jul 22, 2026
Mascagni Wealth Management, Inc. History No change 1,747 643 0.4% 0.4% 1956 0 0.0% Q2 2026 Jul 31, 2026
VSM Wealth Advisory, LLC History No change 1,743 642 0.17% 0.17% 1957 0 0.0% Q2 2026 Jul 22, 2026
Redwood Family Wealth LLC History No change 1,744 642 0.56% 0.56% 1958 0 0.0% Q2 2026 Aug 04, 2026
Sprinkle Financial Consultants LLC History Reduced 1,684 641 0.25% 0.24% 1959 -6 -0.36% Q3 2026 Oct 09, 2026
Signature Wealth Management Partners, LLC History No change 1,740 640 0.3% 0.3% 1960 0 0.0% Q2 2026 Jul 29, 2026
Paragon Capital Management Ltd History Reduced 1,679 639 0.12% 0.12% 1961 -14 -0.83% Q3 2026 Oct 09, 2026
Cornerstone Wealth Group, LLC History No change 1,736 639 0.04% 0.04% 1962 0 0.0% Q2 2026 Jul 27, 2026
Aspen Wealth Management LLC History No change 1,736 639 0.11% 0.11% 1963 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,733 638 0.03% 0.03% 1964 0 0.0% Q2 2026 Jul 21, 2026
Auxano Advisors, LLC History No change 1,734 638 0.12% 0.12% 1965 0 0.0% Q2 2026 Aug 07, 2026
Madden Advisory Services, Inc. History No change 1,730 637 0.23% 0.23% 1966 0 0.0% Q2 2026 Aug 04, 2026
Lotus Asset Management LLC History No change 1,731 637 0.56% 0.56% 1967 0 0.0% Q2 2026 Sep 09, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,727 636 0.32% 0.32% 1968 0 0.0% Q2 2026 Aug 12, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,724 635 0.03% 0.03% 1969 0 0.0% Q2 2026 Aug 07, 2026
Alhambra Investment Management LLC History No change 1,721 633 0.28% 0.28% 1970 0 0.0% Q2 2026 Jul 16, 2026
Markowski Investments History No change 1,720 633 0.14% 0.14% 1971 0 0.0% Q2 2026 Aug 13, 2026
Bell Bank History No change 1,718 632 0.02% 0.02% 1972 0 0.0% Q2 2026 Jul 15, 2026
TECTONIC ADVISORS LLC History No change 1,716 632 0.03% 0.03% 1973 0 0.0% Q2 2026 Jul 15, 2026
Talon Private Wealth, LLC History No change 1,708 629 0.07% 0.07% 1974 0 0.0% Q2 2026 Sep 11, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 1,709 629 0.13% 0.13% 1975 0 0.0% Q2 2026 Aug 14, 2026
Artemis Wealth Advisors, LLC History No change 1,706 628 0.08% 0.08% 1976 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial Transparency, LLC History No change 2,760 628 0.54% 0.54% 1977 0 0.0% Q2 2026 Aug 21, 2026
Capstone Financial Advisors, Inc. History No change 1,704 627 0.03% 0.03% 1978 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 1,703 627 0.16% 0.16% 1979 0 0.0% Q2 2026 Jul 07, 2026
Investment Partners Asset Management, Inc. History Added to 1,646 626 0.34% 0.33% 1980 +17 1.04% Q3 2026 Oct 08, 2026
Fidelis Wealth Advisors LLC History No change 1,700 626 0.94% 0.94% 1981 0 0.0% Q2 2026 Aug 13, 2026
Saiph Capital, LLC History No change 1,700 626 0.19% 0.19% 1982 0 0.0% Q2 2026 Jul 29, 2026
Foster Group, Inc. History No change 1,694 624 0.02% 0.02% 1983 0 0.0% Q2 2026 Jul 07, 2026
Global Wealth Management, LLC History No change 1,694 624 0.32% 0.32% 1984 0 0.0% Q2 2026 Jul 20, 2026
TrustWell Financial Advisors, LLC History No change 1,693 623 0.53% 0.53% 1985 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Partners, LLC History No change 1,690 622 0.15% 0.15% 1986 0 0.0% Q2 2026 Jul 22, 2026
TICINO WEALTH History No change 1,691 622 0.2% 0.2% 1987 0 0.0% Q2 2026 Jul 20, 2026
First National Bank of Hutchinson History No change 1,685 620 0.34% 0.34% 1988 0 0.0% Q2 2026 Aug 03, 2026
WESPAC Advisors, LLC History No change 1,685 620 0.3% 0.3% 1989 0 0.0% Q2 2026 Aug 10, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 1,681 619 0.27% 0.27% 1990 0 0.0% Q2 2026 Jul 28, 2026
Gradient Investments LLC History Reduced 1,625 618 0.01% 0.01% 1991 -30 -1.81% Q3 2026 Oct 08, 2026
WELLINGTON-ALTUS USA INC. History No change 1,438 618 0.44% 0.44% 1992 0 0.0% Q2 2026 Sep 17, 2026
KPP Advisory Services LLC History No change 1,679 618 0.08% 0.08% 1993 0 0.0% Q2 2026 Jul 24, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,676 617 0.3% 0.3% 1994 0 0.0% Q2 2026 Aug 13, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,646 616 0.07% 0.07% 1995 0 0.0% Q2 2026 Jul 14, 2026
IFC & Insurance Marketing, Inc. History No change 1,670 615 0.54% 0.54% 1996 0 0.0% Q2 2026 Jul 09, 2026
Financial Designs Corp History Added to 1,612 613 0.32% 0.31% 1997 +55 3.53% Q3 2026 Oct 08, 2026
IAM Advisory, LLC History No change 1,666 613 0.12% 0.12% 1998 0 0.0% Q2 2026 Jul 14, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 1,666 613 0.03% 0.03% 1999 0 0.0% Q2 2026 Jul 27, 2026
Almanack Investment Partners, LLC. History No change 1,648 607 0.08% 0.08% 2000 0 0.0% Q2 2026 Jul 30, 2026