GSK plc - GSK

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
FMR LLC History No change 64,961,641 3,405,289 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 13, 2026
DODGE & COX History No change 48,197,514 2,526,513 1.32% 1.32% 2 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 35,722,792 1,872,588 0.56% 0.56% 3 0 0.0% Q2 2026 Aug 04, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 25,182,068 1,320,044 0.78% 0.78% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 11,396,249 597,391 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 14, 2026
JTC Employer Solutions Trustee Ltd History No change 8,592,987 450,315 36.11% 36.11% 6 0 0.0% Q2 2026 Jul 31, 2026
MORGAN STANLEY History No change 7,657,562 401,409 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 7,588,928 397,813 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 6,923,642 362,938 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 6,660,434 349,109 0.41% 0.41% 10 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 6,371,442 333,990 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 5,959,115 315,143 0.01% 0.01% 12 0 0.0% Q2 2026 Sep 22, 2026
Mondrian Investment Partners LTD History No change 4,910,830 257,425 3.97% 3.97% 13 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 4,042,863 211,926 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 3,620,294 189,775 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 3,599,521 188,686 0.42% 0.42% 16 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 3,413,574 178,939 0.52% 0.52% 17 0 0.0% Q2 2026 Aug 14, 2026
EQUITY INVESTMENT CORP History No change 3,269,765 171,401 3.27% 3.27% 18 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 2,861,405 149,994 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
Aristotle Capital Management, LLC History No change 4,097,432 145,972 0.31% 0.31% 20 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,767,591 145,077 0.27% 0.27% 21 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,691,698 141,098 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 2,661,281 139,504 0.15% 0.15% 23 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,216,888 116,209 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 2,085,014 110,109 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,908,549 100,044 0.02% 0.02% 26 0 0.0% Q2 2026 Sep 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,887,739 98,955 0.08% 0.08% 27 0 0.0% Q2 2026 Sep 09, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,838,479 96,373 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 1,754,564 91,974 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,633,029 85,603 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 13, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 1,624,668 85,165 1.26% 1.26% 31 0 0.0% Q2 2026 Aug 13, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 1,483,198 77,750 0.55% 0.55% 32 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,396,694 73,214 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,361,227 71,355 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,313,691 68,863 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 1,285,362 67,379 0.07% 0.07% 36 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 1,250,431 65,547 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 14, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 1,182,068 61,963 1.64% 1.64% 38 0 0.0% Q2 2026 Jul 31, 2026
D. E. Shaw & Co., Inc. History No change 1,086,049 56,930 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 1,078,767 56,548 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,038,101 54,417 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 1,001,989 52,524 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 03, 2026
JANE STREET GROUP, LLC History No change 982,413 51,498 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 980,479 51,396 0.19% 0.19% 44 0 0.0% Q2 2026 Aug 14, 2026
Callodine Capital Management, LP History No change 979,740 51,357 3.35% 3.35% 45 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 975,291 51,124 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 953,574 49,986 0.15% 0.15% 47 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 939,797 49,264 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 917,107 48,074 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 07, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 911,826 47,798 0.38% 0.38% 50 0 0.0% Q2 2026 Aug 10, 2026
Thomasville National Bank History No change 871,467 45,682 2.51% 2.51% 51 0 0.0% Q2 2026 Jul 20, 2026
CITADEL ADVISORS LLC History No change 870,873 45,651 0.01% 0.01% 52 0 0.0% Q2 2026 Sep 02, 2026
Bank of New York Mellon Corp History No change 838,769 43,968 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 06, 2026
VAN ECK ASSOCIATES CORP History No change 787,508 41,281 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
Douglas Lane & Associates, LLC History Reduced 749,690 36,112 0.48% 0.67% 55 -196,946 -20.8% Q3 2026 Oct 09, 2026
Caption Management, LLC History No change 658,000 34,492 0.16% 0.16% 56 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 642,212 33,664 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 640,635 33,582 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 634,985 33,285 0.55% 0.55% 59 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 603,902 31,656 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 563,272 29,526 0.11% 0.11% 61 0 0.0% Q2 2026 Aug 03, 2026
Optiver Holding B.V. History No change 562,141 29,467 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 551,436 28,906 0.05% 0.05% 63 0 0.0% Q2 2026 Jul 30, 2026
ABC ARBITRAGE SA History No change 538,873 28,247 3.05% 3.05% 64 0 0.0% Q2 2026 Jul 20, 2026
Life Cycle Investment Partners Ltd History No change 530,080 27,786 0.13% 0.13% 65 0 0.0% Q2 2026 Aug 13, 2026
WELCH & FORBES LLC History No change 518,597 27,184 0.33% 0.33% 66 0 0.0% Q2 2026 Jul 30, 2026
Bridgewater Associates, LP History No change 504,171 26,428 0.11% 0.11% 67 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 497,991 26,139 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Eversept Partners, LP History No change 481,833 25,257 1.31% 1.31% 69 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 479,106 25,114 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 463,125 24,277 0.59% 0.59% 71 0 0.0% Q2 2026 Aug 11, 2026
OLD MISSION CAPITAL LLC History No change 455,346 23,869 0.38% 0.38% 72 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 449,815 23,579 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
Sio Capital Management, LLC History No change 436,700 22,891 3.79% 3.79% 74 0 0.0% Q2 2026 Aug 14, 2026
Capricorn Fund Managers Ltd History No change 426,416 22,352 1.76% 1.76% 75 0 0.0% Q2 2026 Jul 24, 2026
Quantinno Capital Management LP History No change 424,762 22,266 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 13, 2026
Foster Victor Wealth Advisors, LLC History No change 414,286 21,232 1.12% 1.12% 77 0 0.0% Q2 2026 Jul 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 398,600 20,894 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 388,713 20,376 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 375,991 19,709 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 346,157 18,145 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 342,458 17,951 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 321,622 16,859 0.35% 0.35% 83 0 0.0% Q2 2026 Jul 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 319,805 16,764 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 03, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 313,984 16,459 0.11% 0.11% 85 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Added to 348,273 16,208 0.72% 0.8% 86 +9,218 2.72% Q3 2026 Oct 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 302,079 15,828 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 300,857 15,771 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 05, 2026
ARMISTICE CAPITAL, LLC History No change 300,000 15,726 0.19% 0.19% 89 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 290,593 15,232 0.09% 0.09% 90 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 289,414 15,171 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 277,309 14,644 0.19% 0.19% 92 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 271,081 14,210 0.28% 0.28% 93 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 265,158 13,899 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 265,116 13,897 0.02% 0.02% 95 0 0.0% Q2 2026 Jul 28, 2026
Stockman Wealth Management, Inc. History No change 264,689 13,874 1.43% 1.43% 96 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 258,464 13,569 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 253,971 13,320 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 248,200 13,010 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 246,909 12,942 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 245,075 12,846 0.02% 0.02% 101 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 242,304 12,701 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History No change 237,600 12,454 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 13, 2026
SALT Holding Corp. History No change 235,459 12,342 6.54% 6.54% 104 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 220,236 11,544 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 219,939 11,529 0.07% 0.07% 106 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 219,509 11,506 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 07, 2026
ADVISORY RESEARCH INC History No change 215,664 11,305 1.13% 1.13% 108 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 205,188 10,755 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 13, 2026
Altrius Capital Management Inc History No change 204,447 10,717 2.04% 2.04% 110 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 200,000 10,484 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 199,265 10,445 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 196,800 10,316 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 195,071 10,225 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Planning, Inc. History Added to 211,232 10,175 2.52% 2.64% 115 +15,642 8.0% Q3 2026 Oct 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 191,512 10,039 0.08% 0.08% 116 0 0.0% Q2 2026 Sep 23, 2026
DV EQUITIES, LLC History No change 188,762 9,894 1.42% 1.42% 117 0 0.0% Q2 2026 Aug 14, 2026
Transmarket Holdings LP History No change 188,473 9,879 7.25% 7.25% 118 0 0.0% Q2 2026 Jul 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 182,745 9,579 0.21% 0.21% 119 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 181,575 9,518 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Bell Bank History No change 181,234 9,500 0.36% 0.36% 121 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 181,113 9,493 0.37% 0.37% 122 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 176,222 9,237 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 171,450 8,987 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History No change 171,193 8,973 0.11% 0.11% 125 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 170,831 8,954 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 28, 2026
KEATING INVESTMENT COUNSELORS INC History No change 166,818 8,744 2.4% 2.4% 127 0 0.0% Q2 2026 Jul 16, 2026
Robertson Stephens Wealth Management, LLC History No change 163,317 8,635 0.21% 0.21% 128 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 159,568 8,365 0.11% 0.11% 129 0 0.0% Q2 2026 Aug 13, 2026
Clean Yield Group History No change 158,720 8,320 2.06% 2.06% 130 0 0.0% Q2 2026 Aug 05, 2026
KAHN BROTHERS GROUP INC History No change 158,438 8,305 1.31% 1.31% 131 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 156,400 8,198 0.11% 0.11% 132 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 155,769 8,165 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 19, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 155,283 8,139 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 17, 2026
HOURGLASS CAPITAL, LLC History No change 144,170 7,557 1.49% 1.49% 135 0 0.0% Q2 2026 Jul 30, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 141,076 7,395 0.28% 0.28% 136 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 139,689 7,322 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 138,125 7,240 0.08% 0.08% 138 0 0.0% Q2 2026 Aug 10, 2026
Arjuna Capital History No change 135,511 7,103 1.6% 1.6% 139 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 132,780 6,960 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History No change 128,768 6,749 0.92% 0.92% 141 0 0.0% Q2 2026 Jul 09, 2026
Quantbot Technologies LP History No change 128,286 6,724 0.27% 0.27% 142 0 0.0% Q2 2026 Aug 12, 2026
ARS Wealth Advisors Group, LLC History No change 127,638 6,690 0.52% 0.52% 143 0 0.0% Q2 2026 Jul 16, 2026
Euro Pacific Asset Management, LLC History No change 206,634 6,586 0.75% 0.75% 144 0 0.0% Q2 2026 Aug 06, 2026
ProVise Management Group, LLC History No change 123,527 6,475 0.43% 0.43% 145 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 122,948 6,444 0.05% 0.05% 146 0 0.0% Q2 2026 Aug 14, 2026
PFA Pension, Forsikringsaktieselskab History No change 122,639 6,428 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 12, 2026
HENNESSY ADVISORS INC History No change 122,460 6,419 0.21% 0.21% 148 0 0.0% Q2 2026 Jul 16, 2026
NIA IMPACT ADVISORS, LLC History No change 121,036 6,344 2.63% 2.63% 149 0 0.0% Q2 2026 Aug 03, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 119,866 6,283 1.59% 1.59% 150 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History No change 119,636 6,271 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 27, 2026
Midwest Trust Co History No change 119,518 6,265 0.07% 0.07% 152 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 118,260 6,199 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 05, 2026
Squarepoint Ops LLC History No change 118,163 6,194 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 114,888 6,063 0.01% 0.01% 155 0 0.0% Q2 2026 Jul 15, 2026
Stamos Capital Partners, L.P. History No change 114,724 6,013 0.92% 0.92% 156 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 114,130 5,982 0.15% 0.15% 157 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 113,228 5,935 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
Stablepoint Partners, LLC History No change 109,711 5,751 0.8% 0.8% 159 0 0.0% Q2 2026 Jul 09, 2026
TrueMark Investments, LLC History No change 108,899 5,708 0.72% 0.72% 160 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 108,899 5,708 1.02% 1.02% 161 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 108,228 5,673 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE GROUP LLC History No change 108,116 5,667 0.23% 0.23% 163 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 108,025 5,662 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 10, 2026
Brentview Investment Management LLC History No change 106,846 5,600 2.22% 2.22% 165 0 0.0% Q2 2026 Jul 30, 2026
Advisors Asset Management, Inc. History No change 106,094 5,561 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 105,377 5,524 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 27, 2026
Stanley-Laman Group, Ltd. History No change 105,124 5,510 0.56% 0.56% 168 0 0.0% Q2 2026 Aug 05, 2026
JBF Capital, Inc. History No change 100,200 5,473 0.72% 0.72% 169 0 0.0% Q2 2026 Aug 13, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 102,000 5,346 0.7% 0.7% 170 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 99,516 5,216 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 11, 2026
LEUTHOLD GROUP, LLC History No change 97,182 5,094 0.51% 0.51% 172 0 0.0% Q2 2026 Aug 04, 2026
Krensavage Asset Management, LLC History No change 96,729 5,071 1.93% 1.93% 173 0 0.0% Q2 2026 Aug 13, 2026
Hillman Capital Management, Inc. History No change 92,383 4,842 3.5% 3.5% 174 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 92,346 4,840 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 91,733 4,815 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 90,484 4,744 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 88,500 4,639 0.88% 0.88% 178 0 0.0% Q2 2026 Aug 03, 2026
Roberts Wealth Advisors, LLC History No change 85,719 4,493 1.02% 1.02% 179 0 0.0% Q2 2026 Jul 29, 2026
Campbell & CO Investment Adviser LLC History No change 83,989 4,402 0.23% 0.23% 180 0 0.0% Q2 2026 Aug 03, 2026
Tweedy, Browne Co LLC History No change 81,527 4,273 0.32% 0.32% 181 0 0.0% Q2 2026 Aug 07, 2026
PEAK6 LLC History No change 80,300 4,209 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 79,687 4,177 0.09% 0.09% 183 0 0.0% Q2 2026 Jul 29, 2026
Cohen Klingenstein LLC History No change 79,398 4,162 0.12% 0.12% 184 0 0.0% Q2 2026 Jul 15, 2026
Farringdon Capital, Ltd. History No change 78,744 4,127 2.04% 2.04% 185 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 74,270 3,893 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 73,145 3,834 0.06% 0.06% 187 0 0.0% Q2 2026 Aug 11, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 72,609 3,806 0.46% 0.46% 188 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 71,423 3,744 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 24, 2026
TWO SIGMA INVESTMENTS, LP History No change 70,993 3,721 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 70,151 3,677 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 70,084 3,674 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
Old Port Advisors History No change 69,539 3,645 0.72% 0.72% 193 0 0.0% Q2 2026 Jul 21, 2026
WealthTrust Axiom LLC History No change 68,882 3,610 0.81% 0.81% 194 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 68,126 3,571 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 67,950 3,561 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 10, 2026
Savant Capital, LLC History No change 68,581 3,547 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 10, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 67,212 3,523 0.19% 0.19% 198 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 66,889 3,506 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 17, 2026
Abundance Wealth Counselors History No change 65,979 3,458 0.22% 0.22% 200 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 65,208 3,418 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 62,755 3,289 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management History No change 62,101 3,282 0.4% 0.4% 203 0 0.0% Q2 2026 Jul 21, 2026
MACKENZIE FINANCIAL CORP History No change 62,190 3,260 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 61,986 3,249 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 61,149 3,205 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 04, 2026
MONECO ADVISORS, LLC History No change 60,767 3,185 0.19% 0.19% 207 0 0.0% Q2 2026 Aug 11, 2026
AIMZ Investment Advisors, LLC History No change 59,214 3,103 0.85% 0.85% 208 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 58,710 3,077 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 27, 2026
Entropy Technologies, LP History No change 58,582 3,070 0.12% 0.12% 210 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History No change 58,000 3,040 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 10, 2026
Simmons Bank History No change 57,449 3,011 0.17% 0.17% 212 0 0.0% Q2 2026 Jul 31, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History No change 57,400 3,009 0.3% 0.3% 213 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 57,236 3,000 0.03% 0.03% 214 0 0.0% Q2 2026 Aug 03, 2026
Verition Fund Management LLC History No change 56,737 2,974 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 56,044 2,937 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 55,331 2,925 0.27% 0.27% 217 0 0.0% Q2 2026 Aug 07, 2026
Marks Group Wealth Management, Inc History No change 54,996 2,882 0.25% 0.25% 218 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 53,879 2,832 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 53,709 2,815 0.03% 0.03% 220 0 0.0% Q2 2026 Jul 28, 2026
PHILADELPHIA TRUST CO History No change 53,680 2,814 0.18% 0.18% 221 0 0.0% Q2 2026 Aug 10, 2026
MADDEN SECURITIES Corp History No change 53,430 2,800 0.78% 0.78% 222 0 0.0% Q2 2026 Jul 24, 2026
CWA Asset Management Group, LLC History No change 53,030 2,779 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 52,676 2,761 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 28, 2026
Argent Advisors, Inc. History No change 51,943 2,722 0.68% 0.68% 225 0 0.0% Q2 2026 Aug 05, 2026
NOMURA HOLDINGS INC History No change 51,206 2,684 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Optimist Retirement Group LLC History No change 51,040 2,675 1.03% 1.03% 227 0 0.0% Q2 2026 Aug 10, 2026
Kendall Capital Management History No change 50,941 2,670 0.44% 0.44% 228 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 50,129 2,627 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 49,600 2,600 0.1% 0.1% 230 0 0.0% Q2 2026 Aug 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 49,557 2,597 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 49,444 2,591 0.07% 0.07% 232 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 48,502 2,542 0.03% 0.03% 233 0 0.0% Q2 2026 Jul 23, 2026
CHRISTINE MESSMER PC History No change 48,473 2,540 1.43% 1.43% 234 0 0.0% Q2 2026 Jul 23, 2026
Ledyard National Bank History No change 48,213 2,527 0.2% 0.2% 235 0 0.0% Q2 2026 Jul 16, 2026
IEQ CAPITAL, LLC History No change 47,975 2,514 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 47,770 2,503 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 47,288 2,498 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 46,706 2,448 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 46,648 2,445 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 46,380 2,431 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 06, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 45,434 2,401 1.68% 1.68% 242 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 45,513 2,385 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 44,504 2,347 0.07% 0.07% 244 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 44,060 2,309 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 43,867 2,280 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 43,867 2,280 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 29, 2026
Aquatic Capital Management LLC History No change 43,060 2,257 0.08% 0.08% 248 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 42,977 2,252 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 42,705 2,238 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 13, 2026
Nvest Financial, LLC History No change 42,661 2,236 0.71% 0.71% 251 0 0.0% Q2 2026 Jul 30, 2026
M&T BANK CORP History No change 42,652 2,235 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 04, 2026
FOSTER & MOTLEY INC History No change 42,484 2,227 0.1% 0.1% 253 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 42,257 2,215 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 42,227 2,213 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 05, 2026
V-Square Quantitative Management LLC History No change 42,017 2,202 0.21% 0.21% 256 0 0.0% Q2 2026 Jul 27, 2026
First Bank & Trust History No change 41,519 2,176 0.32% 0.32% 257 0 0.0% Q2 2026 Jul 09, 2026
Csenge Advisory Group History No change 41,506 2,175 0.09% 0.09% 258 0 0.0% Q2 2026 Aug 10, 2026
Harvest Portfolios Group Inc. History No change 41,500 2,175 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 40,875 2,142 0.03% 0.03% 260 0 0.0% Q2 2026 Jul 16, 2026
Bleakley Financial Group, LLC History No change 40,749 2,136 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 05, 2026
SATURNA CAPITAL CORP History No change 41,025 2,129 0.03% 0.03% 262 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 40,423 2,118 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 41,253 2,116 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 27, 2026
American Assets Investment Management, LLC History No change 40,000 2,096 0.13% 0.13% 265 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 39,937 2,093 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 39,435 2,085 0.13% 0.13% 267 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 39,439 2,067 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS & NORTHERN CORP History No change 39,176 2,053 0.47% 0.47% 269 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 39,159 2,052 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 20, 2026
PARK AVENUE SECURITIES LLC History No change 39,088 2,049 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 20, 2026
CHOREO, LLC History No change 39,035 2,046 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 38,743 2,030 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 38,679 2,027 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 38,686 2,027 1.71% 1.71% 275 0 0.0% Q2 2026 Aug 07, 2026
BONNESS ENTERPRISES INC History No change 41,480 1,998 0.65% 0.7% 276 0 0.0% Q3 2026 Oct 08, 2026
Integrated Quantitative Investments LLC History No change 38,021 1,993 0.33% 0.33% 277 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 37,960 1,989 0.02% 0.02% 278 0 0.0% Q2 2026 Jul 15, 2026
Vident Advisory, LLC History No change 37,908 1,987 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 12, 2026
Manske Wealth Management History No change 37,767 1,979 0.49% 0.49% 280 0 0.0% Q2 2026 Aug 03, 2026
Nicholas Hoffman & Company, LLC. History No change 37,580 1,969 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Added to 40,621 1,956 0.01% 0.01% 282 +5,591 15.96% Q3 2026 Oct 08, 2026
SBI Securities Co., Ltd. History No change 36,393 1,907 0.04% 0.04% 283 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 36,293 1,902 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 17, 2026
Royal Fund Management, LLC History No change 36,119 1,893 0.16% 0.16% 285 0 0.0% Q2 2026 Jul 20, 2026
United Bank History No change 36,087 1,891 0.58% 0.58% 286 0 0.0% Q2 2026 Aug 10, 2026
denkapparat Operations GmbH History No change 35,370 1,854 0.61% 0.61% 287 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 35,074 1,854 0.11% 0.11% 288 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 35,304 1,850 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 34,735 1,820 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 34,116 1,788 0.15% 0.15% 291 0 0.0% Q2 2026 Jul 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 33,664 1,778 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 23, 2026
STEPHENS INC /AR/ History No change 33,697 1,766 0.02% 0.02% 293 0 0.0% Q2 2026 Jul 29, 2026
Beverly Hills Private Wealth, LLC History No change 33,201 1,740 0.33% 0.33% 294 0 0.0% Q2 2026 Aug 06, 2026
Blackstone Inc. History No change 33,172 1,738 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
ICON ADVISERS INC/CO History No change 32,800 1,719 0.32% 0.32% 296 0 0.0% Q2 2026 Aug 13, 2026
Dorsey Wright & Associates History No change 32,575 1,707 0.29% 0.29% 297 0 0.0% Q2 2026 Aug 06, 2026
Greenwich Wealth Management LLC History No change 31,884 1,671 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History No change 31,870 1,670 0.08% 0.08% 299 0 0.0% Q2 2026 Jul 16, 2026
Voya Financial Advisors, Inc. History No change 31,519 1,664 0.15% 0.15% 300 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 31,603 1,658 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 31,569 1,654 0.12% 0.12% 302 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 31,402 1,646 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Consulting Group, LLC History No change 31,262 1,638 0.06% 0.06% 304 0 0.0% Q2 2026 Aug 13, 2026
Revisor Wealth Management LLC History No change 30,786 1,620 0.39% 0.39% 305 0 0.0% Q2 2026 Jul 21, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 29,777 1,560 0.09% 0.09% 306 0 0.0% Q2 2026 Aug 12, 2026
Redhawk Wealth Advisors, Inc. History No change 29,746 1,559 0.15% 0.15% 307 0 0.0% Q2 2026 Jul 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 29,644 1,554 0.16% 0.16% 308 0 0.0% Q2 2026 Jul 16, 2026
SYON CAPITAL LLC History No change 29,588 1,550 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 14, 2026
InvesTrust History No change 28,970 1,518 0.58% 0.58% 310 0 0.0% Q2 2026 Jul 14, 2026
BARCLAYS PLC History No change 28,857 1,512 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD, L. P. History No change 28,832 1,511 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 28,680 1,503 0.15% 0.15% 313 0 0.0% Q2 2026 Aug 10, 2026
Parrish Capital LLC History Added to 30,927 1,489 1.45% 1.5% 314 +1,317 4.45% Q3 2026 Oct 01, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 27,700 1,452 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 27,594 1,446 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 27,159 1,435 0.03% 0.03% 317 0 0.0% Q2 2026 Jul 27, 2026
AUXIER ASSET MANAGEMENT LLC History No change 27,181 1,424 0.19% 0.19% 318 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 26,951 1,412 0.02% 0.02% 319 0 0.0% Q2 2026 Jul 17, 2026
Private Advisor Group, LLC History No change 26,693 1,399 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 26,409 1,384 0.04% 0.04% 321 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 26,340 1,380 0.1% 0.1% 322 0 0.0% Q2 2026 Sep 15, 2026
Clearstead Advisors, LLC History No change 25,921 1,358 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 06, 2026
Emerald Investment Advisers, LLC History No change 25,777 1,351 0.09% 0.09% 324 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 25,703 1,347 0.06% 0.06% 325 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 25,384 1,330 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 03, 2026
LSV ASSET MANAGEMENT History No change 25,000 1,311 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
Verity Asset Management, Inc. History No change 25,025 1,311 0.5% 0.5% 328 0 0.0% Q2 2026 Aug 13, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 24,507 1,284 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 07, 2026
Probity Advisors, Inc. History No change 24,377 1,277 0.18% 0.18% 330 0 0.0% Q2 2026 Jul 31, 2026
Cresset Asset Management, LLC History No change 24,149 1,276 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 24,289 1,273 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 24,046 1,260 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 23,872 1,251 0.08% 0.08% 334 0 0.0% Q2 2026 Jul 21, 2026
Qtron Investments LLC History No change 23,713 1,243 0.17% 0.17% 335 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 24,142 1,238 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 13, 2026
Aspen Grove Capital, LLC History No change 23,082 1,220 0.18% 0.18% 337 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 23,174 1,214 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
Lafayette Investments, Inc. History No change 23,060 1,208 0.22% 0.22% 339 0 0.0% Q2 2026 Aug 11, 2026
TOWER TRUST & INVESTMENT Co History No change 22,861 1,198 0.73% 0.73% 340 0 0.0% Q2 2026 Jul 09, 2026
BLAIR WILLIAM & CO/IL History No change 22,756 1,192 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 11, 2026
Clearbridge Investments, LLC History No change 22,625 1,186 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 13, 2026
DEARBORN PARTNERS LLC History No change 21,392 1,180 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 22,415 1,174 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 17, 2026
LOM Asset Management Ltd History No change 22,268 1,167 0.3% 0.3% 345 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 22,034 1,155 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 20, 2026
Sigma Planning Corp History No change 21,781 1,141 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 21,754 1,140 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 21,715 1,138 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 21,673 1,136 0.06% 0.06% 350 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 21,322 1,117 0.01% 0.01% 351 0 0.0% Q2 2026 Sep 08, 2026
Buckley Wealth Management, LLC History No change 21,069 1,113 0.28% 0.28% 352 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 20,895 1,100 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 20,980 1,099 0.04% 0.04% 354 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 20,887 1,094 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 20,852 1,093 0.06% 0.06% 356 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 20,835 1,092 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 31, 2026
PINNACLE ASSOCIATES LTD History No change 20,791 1,089 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 20,367 1,075 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 12, 2026
VeraBank, N.A. History No change 20,501 1,074 0.18% 0.18% 360 0 0.0% Q2 2026 Aug 05, 2026
CIBC Asset Management Inc History No change 20,474 1,073 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 20,274 1,062 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 18, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 20,032 1,050 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 06, 2026
AdvisorShares Investments LLC History No change 19,994 1,048 0.13% 0.13% 364 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 19,945 1,045 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 30, 2026
HB Wealth Management, LLC History No change 19,731 1,034 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 19,590 1,027 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 15, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 19,248 987 0.21% 0.21% 368 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 18,391 964 0.02% 0.02% 369 0 0.0% Q2 2026 Jul 15, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 18,369 962 0.1% 0.1% 370 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 18,144 951 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,135 950 0.0% 0.0% 372 0 0.0% Q2 2026 Sep 23, 2026
Bayesian Capital Management, LP History No change 18,100 948 0.61% 0.61% 373 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 17,988 942 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 17,974 942 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 14, 2026
Hills Bank & Trust Co History No change 17,496 917 0.04% 0.04% 376 0 0.0% Q2 2026 Aug 10, 2026
AMI ASSET MANAGEMENT CORP History No change 17,211 902 0.05% 0.05% 377 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 17,105 897 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 17,087 895 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 22, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 34,105 895 0.04% 0.04% 380 0 0.0% Q2 2026 Jul 13, 2026
Hudson Portfolio Management LLC History No change 16,964 889 0.67% 0.67% 381 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 16,917 886 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History No change 16,873 884 0.08% 0.08% 383 0 0.0% Q2 2026 Jul 24, 2026
Range Financial Group LLC History No change 16,868 884 0.24% 0.24% 384 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History No change 16,758 878 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 16,642 872 0.04% 0.04% 386 0 0.0% Q2 2026 Jul 21, 2026
Ellevest, Inc. History No change 16,672 871 0.1% 0.1% 387 0 0.0% Q2 2026 Aug 10, 2026
TRED AVON FAMILY WEALTH, LLC History No change 16,632 871 0.27% 0.27% 388 0 0.0% Q2 2026 Aug 10, 2026
Limestone Investment Advisors LP History No change 16,600 870 0.06% 0.06% 389 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 16,587 869 0.06% 0.06% 390 0 0.0% Q2 2026 Jul 29, 2026
Jain Global LLC History No change 16,545 867 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 16,496 864 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 27, 2026
INGALLS & SNYDER LLC History No change 16,295 854 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN & Co SECURITIES, INC. History No change 16,231 850 0.4% 0.4% 394 0 0.0% Q2 2026 Aug 03, 2026
Anchor Bay Capital, Inc. History No change 16,193 844 0.46% 0.46% 395 0 0.0% Q2 2026 Aug 11, 2026
Texas Bank & Trust Co History No change 16,048 841 0.28% 0.28% 396 0 0.0% Q2 2026 Jul 31, 2026
MEYER HANDELMAN CO History No change 16,027 840 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial, LLC History No change 15,858 838 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 12, 2026
F/m Investments LLC History No change 15,772 826 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 05, 2026
Total Wealth Planning & Management, Inc. History No change 15,679 821 0.56% 0.56% 400 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 15,656 820 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 13, 2026
Gryphon Financial Partners LLC History No change 15,580 816 0.07% 0.07% 402 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 15,451 809 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 18, 2026
RHUMBLINE ADVISERS History No change 15,359 805 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 11, 2026
XML Financial, LLC History No change 15,185 795 0.06% 0.06% 405 0 0.0% Q2 2026 Jul 24, 2026
NWAM LLC History No change 15,159 794 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 23, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 14,903 787 0.11% 0.11% 407 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 14,927 782 0.02% 0.02% 408 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 14,877 779 0.04% 0.04% 409 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 14,855 779 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Wealth Partners, LLC History No change 14,870 779 0.15% 0.15% 411 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,619 766 0.04% 0.04% 412 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 14,622 766 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 20, 2026
Frank, Rimerman Advisors LLC History No change 14,570 763 0.04% 0.04% 414 0 0.0% Q2 2026 Jul 27, 2026
Twin Tree Management, LP History No change 14,300 749 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 14,053 736 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 14,039 735 0.13% 0.13% 417 0 0.0% Q2 2026 Jul 24, 2026
WCG Wealth Advisors LLC History No change 14,008 734 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 13,819 724 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 10, 2026
Wilmington Savings Fund Society, FSB History No change 13,731 719 0.02% 0.02% 420 0 0.0% Q2 2026 Jul 28, 2026
MONETARY MANAGEMENT GROUP INC History No change 13,660 716 0.15% 0.15% 421 0 0.0% Q2 2026 Aug 12, 2026
Yoffe Investment Management, LLC History No change 13,657 715 0.82% 0.82% 422 0 0.0% Q2 2026 Jul 09, 2026
Norway Savings Bank History No change 13,556 710 0.3% 0.3% 423 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 13,486 706 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 13,345 699 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 13,352 699 0.37% 0.37% 426 0 0.0% Q2 2026 Jul 29, 2026
Investors Research Corp History Reduced 14,326 690 0.12% 0.14% 427 -626 -4.19% Q3 2026 Oct 07, 2026
ADVISORTRUST PARTNERS, LLC History No change 13,164 690 0.24% 0.24% 428 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 13,146 689 0.03% 0.03% 429 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 13,082 685 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 15, 2026
PROFUND ADVISORS LLC History No change 13,076 685 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 12,918 677 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 12,736 668 0.09% 0.09% 433 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 12,171 667 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 13, 2026
Heritage Trust Co History No change 12,641 662 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 12,475 653 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 21, 2026
Wealthspire Advisors, LLC History No change 12,426 651 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 11, 2026
Dynasty Wealth Management, LLC History No change 12,407 650 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
Huber Capital Management LLC History No change 12,398 649 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 12, 2026
Michels Family Financial, LLC History No change 12,393 649 0.42% 0.42% 440 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 12,349 648 0.03% 0.03% 441 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 12,300 644 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 12,240 641 0.2% 0.2% 443 0 0.0% Q2 2026 Jul 22, 2026
Genus Capital Management Inc. History No change 12,210 640 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 12,162 637 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 07, 2026
Boltwood Capital Management History Added to 13,133 632 0.14% 0.16% 446 +80 0.61% Q3 2026 Oct 02, 2026
Drucker Wealth 3.0, LLC History No change 12,059 632 0.1% 0.1% 447 0 0.0% Q2 2026 Jul 13, 2026
GeoWealth Management, LLC History No change 11,920 624 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 30, 2026
Versant Capital Management, Inc History Reduced 12,946 623 0.05% 0.06% 449 -609 -4.49% Q3 2026 Oct 01, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 11,742 620 0.17% 0.17% 450 0 0.0% Q2 2026 Jul 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,753 616 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 23, 2026
Checchi Capital Advisers, LLC History No change 11,715 614 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 04, 2026
VICTORY FINANCIAL GROUP, LLC History No change 11,703 613 0.06% 0.06% 453 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 11,660 611 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 07, 2026
Cypress Wealth Services, LLC History No change 11,650 610 0.07% 0.07% 455 0 0.0% Q2 2026 Jul 10, 2026
EXCALIBUR MANAGEMENT CORP History No change 11,594 607 0.2% 0.2% 456 0 0.0% Q2 2026 Aug 03, 2026
Beutel, Goodman & Co Ltd. History No change 11,584 607 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History Reduced 12,560 605 0.06% 0.07% 458 -1,253 -9.07% Q3 2026 Oct 05, 2026
WINTON GROUP Ltd History No change 11,500 602 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 07, 2026
PCM Encore, LLC History No change 11,500 602 0.11% 0.11% 460 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 11,427 599 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Strategies CORP History No change 11,358 595 0.3% 0.3% 462 0 0.0% Q2 2026 Jul 08, 2026
J2 Capital Management Inc History No change 11,338 594 0.4% 0.4% 463 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 11,304 592 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 12,286 591 0.02% 0.02% 465 +956 8.44% Q3 2026 Oct 08, 2026
Premier Path Wealth Partners, LLC History No change 11,240 589 0.07% 0.07% 466 0 0.0% Q2 2026 Jul 21, 2026
COMMERCE BANK History No change 11,225 588 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
ROCKLAND TRUST CO History Reduced 12,136 584 0.02% 0.03% 468 -4,536 -27.21% Q3 2026 Oct 05, 2026
AlphaCore Capital LLC History No change 11,090 581 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 06, 2026
Fiduciary Alliance LLC History No change 11,017 577 0.04% 0.04% 470 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 10,985 575 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 10,959 574 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,897 571 0.01% 0.01% 473 0 0.0% Q2 2026 Jul 28, 2026
Kathmere Capital Management, LLC History No change 10,882 570 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 29, 2026
Dorsey & Whitney Trust CO LLC History No change 10,789 565 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 10,782 565 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 27, 2026
Tripletail Wealth Management, LLC History No change 10,497 563 0.65% 0.65% 477 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 10,662 558 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
KG Capital Management History No change 10,568 553 0.33% 0.33% 479 0 0.0% Q2 2026 Aug 07, 2026
Landmark Wealth Management, LLC History No change 10,481 549 0.13% 0.13% 480 0 0.0% Q2 2026 Aug 10, 2026
Sivia Capital Partners, LLC History No change 10,340 542 0.07% 0.07% 481 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 10,267 538 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 20, 2026
Valeo Financial Advisors, LLC History Added to 11,143 536 0.01% 0.01% 483 +994 9.79% Q3 2026 Oct 08, 2026
Portside Wealth Group, LLC History No change 10,220 535 0.06% 0.06% 484 0 0.0% Q2 2026 Jul 14, 2026
PFG Investments, LLC History No change 10,181 533 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 23, 2026
Frec Markets, Inc. History No change 10,150 532 0.05% 0.05% 486 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 10,110 529 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History No change 10,104 529 0.07% 0.07% 488 0 0.0% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 10,019 525 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 27, 2026
May Hill Capital, LLC History No change 9,997 524 0.11% 0.11% 490 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 9,878 517 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 22, 2026
Tranquilli Financial Advisor LLC History No change 9,755 511 0.27% 0.27% 492 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 9,728 509 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Management, LLC History No change 9,691 508 0.02% 0.02% 494 0 0.0% Q2 2026 Jul 22, 2026
BSW Wealth Partners History No change 9,689 507 0.06% 0.06% 495 0 0.0% Q2 2026 Jul 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 9,645 505 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 04, 2026
CHICAGO TRUST Co NA History No change 9,597 503 0.07% 0.07% 497 0 0.0% Q2 2026 Jul 16, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 9,464 496 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 10,279 495 0.04% 0.04% 499 +52 0.51% Q3 2026 Oct 06, 2026
North Star Investment Management Corp. History No change 9,444 495 0.03% 0.03% 500 0 0.0% Q2 2026 Jul 28, 2026
CHELSEA COUNSEL CO History No change 9,360 494 0.21% 0.21% 501 0 0.0% Q2 2026 Aug 11, 2026
Burns Matteson Capital Management, LLC History No change 9,423 493 0.15% 0.15% 502 0 0.0% Q2 2026 Jul 17, 2026
Investment Research Partners LLC History No change 9,385 491 0.17% 0.17% 503 0 0.0% Q2 2026 Aug 04, 2026
Herold Advisors, Inc. History No change 9,213 484 0.1% 0.1% 504 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 9,228 483 0.13% 0.13% 505 0 0.0% Q2 2026 Jul 23, 2026
Cane Capital Partners, LLC History No change 9,120 478 0.19% 0.19% 506 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 8,903 466 0.03% 0.03% 507 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 8,857 464 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,783 460 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 31, 2026
ALLIANCEBERNSTEIN L.P. History No change 8,302 458 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 14, 2026
IVC Wealth Advisors LLC History No change 8,739 458 0.18% 0.18% 511 0 0.0% Q2 2026 Jul 14, 2026
Alan B Lancz & Associates, Inc. History No change 8,750 458 0.4% 0.4% 512 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 8,719 457 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 27, 2026
Vontobel Holding Ltd. History No change 8,537 447 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 03, 2026
Bond & Devick Financial Network, Inc. History No change 8,530 447 0.11% 0.11% 515 0 0.0% Q2 2026 Jul 16, 2026
Code Waechter LLC History No change 8,535 447 0.23% 0.23% 516 0 0.0% Q2 2026 Jul 31, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,324 436 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 06, 2026
Alliance Wealth Advisors, LLC History No change 8,329 436 0.14% 0.14% 518 0 0.0% Q2 2026 Jul 09, 2026
Gallacher Capital Management LLC History No change 8,312 435 0.24% 0.24% 519 0 0.0% Q2 2026 Jul 16, 2026
Ipswich Investment Management Co., Inc. History No change 8,270 433 0.09% 0.09% 520 0 0.0% Q2 2026 Jul 16, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 8,278 433 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 8,279 433 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 20, 2026
Regal Investment Advisors LLC History No change 8,218 430 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 8,133 429 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 8,108 425 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 18, 2026
BridgePort Financial Solutions, LLC History No change 8,090 424 0.11% 0.11% 526 0 0.0% Q2 2026 Jul 24, 2026
SITTNER & NELSON, LLC History No change 8,088 423 0.13% 0.13% 527 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 8,057 422 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 8,024 420 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 21, 2026
Barry Investment Advisors, LLC History No change 8,022 420 0.09% 0.09% 530 0 0.0% Q2 2026 Jul 09, 2026
Chicago Capital, LLC History No change 8,015 420 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 8,000 419 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 7,994 419 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 7,928 415 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 05, 2026
Lionhunter Capital Management, LLC History No change 7,932 415 0.19% 0.19% 535 0 0.0% Q2 2026 Aug 13, 2026
Cetera Trust Company, N.A History No change 7,905 414 0.21% 0.21% 536 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 7,840 411 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 7,814 409 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group History No change 7,781 407 0.02% 0.02% 539 0 0.0% Q2 2026 Jul 29, 2026
JMN Financial LLC History No change 7,697 407 0.32% 0.32% 540 0 0.0% Q2 2026 Aug 10, 2026
NATURAL INVESTMENTS, LLC History No change 7,726 405 0.09% 0.09% 541 0 0.0% Q2 2026 Jul 31, 2026
Essex Financial Services, Inc. History No change 7,696 403 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 10, 2026
Aegis Wealth Management LLC History No change 7,684 402 0.19% 0.19% 543 0 0.0% Q2 2026 Aug 07, 2026
Glenview Trust Co History No change 7,582 397 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 18, 2026
Bedel Financial Consulting, Inc. History No change 7,562 396 0.04% 0.04% 545 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 7,553 395 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 28, 2026
Signature Wealth Management Partners, LLC History No change 7,504 393 0.18% 0.18% 547 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 7,489 392 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 17, 2026
Sentry LLC History No change 7,468 391 0.11% 0.11% 549 0 0.0% Q2 2026 Aug 14, 2026
HF Advisory Group, LLC History Added to 8,084 389 0.12% 0.12% 551 +506 6.68% Q3 2026 Oct 09, 2026
Tradewinds, LLC. History No change 2,957 389 0.09% 0.09% 550 0 0.0% Q2 2026 Aug 14, 2026
Cravens & Co Advisors, LLC History No change 7,400 387 0.26% 0.26% 552 0 0.0% Q2 2026 Aug 12, 2026
Larry Mathis Financial Planning, LLC History No change 7,318 383 0.29% 0.29% 553 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,269 381 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 7,241 379 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 13, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 7,163 375 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 7,144 374 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 13, 2026
RKL Wealth Management LLC History No change 7,083 371 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 7,049 371 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 7,040 369 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 04, 2026
PANAGORA ASSET MANAGEMENT INC History No change 6,955 364 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,958 364 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 10, 2026
Innova Wealth Partners History No change 6,940 363 0.15% 0.15% 563 0 0.0% Q2 2026 Jul 15, 2026
PLIMOTH TRUST CO LLC History No change 6,920 362 0.07% 0.07% 564 0 0.0% Q2 2026 Jul 28, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 6,852 359 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Financial Services LLC History No change 6,814 357 0.02% 0.02% 566 0 0.0% Q2 2026 Aug 11, 2026
Canal Capital Management, LLC History No change 6,800 356 0.04% 0.04% 567 0 0.0% Q2 2026 Jul 28, 2026
SAGE RHINO CAPITAL LLC History No change 6,792 356 0.06% 0.06% 568 0 0.0% Q2 2026 Aug 03, 2026
Americana Partners, LLC History No change 6,789 355 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 05, 2026
GABELLI FUNDS LLC History No change 6,760 354 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 12, 2026
VIAWEALTH, LLC History No change 6,738 353 0.18% 0.18% 571 0 0.0% Q2 2026 Aug 11, 2026
Proactive Wealth Strategies LLC History No change 6,742 353 0.06% 0.06% 572 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 6,701 351 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 07, 2026
PDS Planning, Inc History No change 6,639 348 0.02% 0.02% 574 0 0.0% Q2 2026 Aug 05, 2026
EntryPoint Capital, LLC History No change 6,632 347 0.08% 0.08% 575 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Wealth Advisors, LLC History No change 6,585 345 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 15, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 6,560 343 0.05% 0.05% 577 0 0.0% Q2 2026 Jul 24, 2026
Hexagon Capital Partners LLC History No change 6,529 342 0.05% 0.05% 578 0 0.0% Q2 2026 Aug 06, 2026
FOCUSED ALPHA, LLC History No change 6,522 341 0.09% 0.09% 579 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 6,494 340 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 11, 2026
M.E. ALLISON & CO., INC. History No change 7,017 338 0.19% 0.21% 581 0 0.0% Q3 2026 Oct 08, 2026
Bridgefront Capital, LLC History No change 6,458 338 0.09% 0.09% 582 0 0.0% Q2 2026 Aug 14, 2026
Aull & Monroe Investment Management Corp History No change 6,408 335 0.14% 0.14% 583 0 0.0% Q2 2026 Jul 20, 2026
OARSMAN CAPITAL, INC. History No change 6,406 335 0.04% 0.04% 584 0 0.0% Q2 2026 Aug 07, 2026
REXFORD CAPITAL INC History No change 6,376 334 0.2% 0.2% 585 0 0.0% Q2 2026 Jul 29, 2026
SYM FINANCIAL Corp History No change 6,342 332 0.03% 0.03% 586 0 0.0% Q2 2026 Aug 04, 2026
GFS Advisors, LLC History No change 372 332 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 6,320 331 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 22, 2026
Keudell/Morrison Wealth Management History No change 6,328 331 0.06% 0.06% 589 0 0.0% Q2 2026 Jul 15, 2026
CULTIVAR CAPITAL, INC. History No change 6,309 330 0.21% 0.21% 590 0 0.0% Q2 2026 Jul 07, 2026
Five Oceans Advisors History No change 6,261 328 0.11% 0.11% 591 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 6,251 327 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 6,228 326 0.05% 0.05% 593 0 0.0% Q2 2026 Jul 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,223 326 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 10, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 6,144 322 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 12, 2026
Legal Advantage Investments, Inc. History No change 6,150 322 0.11% 0.11% 596 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 6,137 321 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 03, 2026
Verdence Capital Advisors LLC History No change 6,121 320 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 29, 2026
Seed Wealth Management, Inc. History No change 6,080 318 0.2% 0.2% 599 0 0.0% Q2 2026 Jul 27, 2026
Kovack Advisors, Inc. History No change 6,135 317 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 28, 2026
Alchemi Wealth, LLC History No change 6,052 317 0.15% 0.15% 601 0 0.0% Q2 2026 Jul 29, 2026
Thrive Wealth Management, LLC History No change 6,031 316 0.04% 0.04% 602 0 0.0% Q2 2026 Jul 07, 2026
WEDBUSH SECURITIES INC History No change 5,982 314 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 28, 2026
HBK Sorce Advisory LLC History No change 6,111 314 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,008 314 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,973 313 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL TRUST Co History No change 5,930 310 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 5,897 309 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
EVERETT HARRIS & CO /CA/ History No change 5,853 306 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 5,848 306 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 5,809 304 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
West Family Investments, Inc. History No change 5,776 302 0.09% 0.09% 612 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,751 301 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 5,756 301 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 05, 2026
Kooman & Associates History No change 5,692 298 0.08% 0.08% 615 0 0.0% Q2 2026 Jul 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 6,185 297 0.03% 0.03% 616 +223 3.74% Q3 2026 Oct 07, 2026
BENJAMIN EDWARDS INC History No change 5,670 297 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 24, 2026
Indivisible Partners History No change 5,650 296 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 04, 2026
Cordatus Wealth Management LLC History No change 5,636 295 0.06% 0.06% 619 0 0.0% Q2 2026 Jul 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 5,580 292 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 10, 2026
Bridgewater Advisors Inc. History No change 5,630 289 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 05, 2026
ANCHYRA PARTNERS LLC History No change 5,522 289 0.07% 0.07% 622 0 0.0% Q2 2026 Jul 23, 2026
Empirical Asset Management, LLC History No change 5,455 285 0.06% 0.06% 623 0 0.0% Q2 2026 Aug 10, 2026
Iron Gate Global Advisors LLC History No change 5,429 284 0.03% 0.03% 624 0 0.0% Q2 2026 Aug 14, 2026
Missouri Trust & Investment Co History No change 5,500 284 0.08% 0.08% 625 0 0.0% Q2 2026 Aug 13, 2026
CALTON & ASSOCIATES, INC. History No change 5,418 283 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 10, 2026
Grove Bank & Trust History Added to 5,859 282 0.03% 0.03% 628 +215 3.81% Q3 2026 Oct 08, 2026
Arlington Partners LLC History No change 5,388 282 0.51% 0.51% 627 0 0.0% Q2 2026 Jul 07, 2026
HORIZON BANCORP INC /IN/ History No change 5,319 279 0.13% 0.13% 629 0 0.0% Q2 2026 Aug 04, 2026
Columbia Asset Management History No change 5,337 279 0.05% 0.05% 630 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 5,327 279 0.04% 0.04% 631 0 0.0% Q2 2026 Aug 04, 2026
Bruce G. Allen Investments, LLC History No change 5,323 279 0.18% 0.18% 632 0 0.0% Q2 2026 Jul 31, 2026
R Squared Ltd History No change 5,244 274 0.14% 0.14% 633 0 0.0% Q2 2026 Aug 05, 2026
Walleye Trading LLC History No change 5,222 273 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisors, LLC History No change 5,221 273 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 06, 2026
Clear Creek Financial Management, LLC History No change 5,225 273 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5,148 272 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 5,179 271 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 21, 2026
STOCK YARDS BANK & TRUST CO History No change 5,159 270 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 19, 2026
Northstar Financial Companies, Inc. History No change 5,151 270 0.18% 0.18% 640 0 0.0% Q2 2026 Aug 06, 2026
National Philanthropic Trust History No change 5,112 267 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 4,982 267 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 29, 2026
P.A.W. CAPITAL CORP History No change 5,050 264 0.21% 0.21% 643 0 0.0% Q2 2026 Jul 28, 2026
WATERS PARKERSON & CO., LLC History No change 5,034 263 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 30, 2026
Trek Financial, LLC History No change 5,022 263 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 13, 2026
DLD Asset Management, LP History No change 5,000 262 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 5,000 262 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 4,999 262 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 04, 2026
INVESTED ADVISORS History No change 5,007 262 0.23% 0.23% 649 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 4,992 261 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 28, 2026
Shulman DeMeo Asset Management LLC History Reduced 5,586 260 0.05% 0.06% 652 -456 -7.55% Q3 2026 Oct 09, 2026
Venture Visionary Partners LLC History Added to 5,407 260 0.01% 0.01% 653 +323 6.35% Q3 2026 Oct 07, 2026
Ironwood Financial, llc History No change 4,985 260 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 17, 2026
Modera Wealth Management, LLC History No change 4,931 258 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 4,928 258 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 31, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 5,000 258 0.14% 0.14% 656 0 0.0% Q2 2026 Aug 07, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 4,909 257 0.07% 0.07% 657 0 0.0% Q2 2026 Aug 12, 2026
B&D White Capital Company, LLC History No change 4,900 256 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 31, 2026
HOEY INVESTMENTS, INC History No change 4,897 256 0.03% 0.03% 659 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 4,888 256 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 4,832 255 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 24, 2026
Invesco Ltd. History No change 4,858 254 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,857 254 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 24, 2026
Blankinship & Foster, LLC History No change 4,832 253 0.05% 0.05% 664 0 0.0% Q2 2026 Jul 30, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 4,805 251 0.03% 0.03% 665 0 0.0% Q2 2026 Aug 11, 2026
Powers Advisory Group, LLC History No change 4,800 251 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 31, 2026
Monument Capital Management History Reduced 5,183 249 0.05% 0.06% 668 -74 -1.41% Q3 2026 Oct 08, 2026
Whetstone Capital Advisors, LLC History No change 4,760 249 0.07% 0.07% 667 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 4,673 247 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 30, 2026
Formidable Asset Management, LLC History No change 4,472 246 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 17, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,669 244 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 20, 2026
GW HENSSLER & ASSOCIATES LTD History No change 4,662 244 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 28, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 4,669 244 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 4,649 243 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 07, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 4,634 242 0.04% 0.04% 675 0 0.0% Q2 2026 Aug 04, 2026
Peoples Bank/KS History No change 5,030 242 0.24% 0.26% 676 0 0.0% Q3 2026 Oct 09, 2026
71 West Capital Partners History No change 4,624 242 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 04, 2026
Aviso Financial Inc. History No change 4,604 241 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 4,580 240 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 23, 2026
Blue Capital, Inc. History No change 4,587 240 0.15% 0.15% 680 0 0.0% Q2 2026 Aug 11, 2026
Tempus Wealth Planning, LLC History No change 4,568 239 0.05% 0.05% 681 0 0.0% Q2 2026 Jul 22, 2026
Rossmore Private Capital History No change 4,518 238 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 31, 2026
Glen Eagle Advisors, LLC History No change 4,548 238 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 4,512 236 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 11, 2026
O'Domhnaill Enterprises, Inc. History No change 4,490 235 0.19% 0.19% 685 0 0.0% Q2 2026 Jul 30, 2026
NTV ASSET MANAGEMENT LLC History No change 4,464 234 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 05, 2026
Symphony Financial, Ltd. Co. History No change 4,433 234 0.03% 0.03% 687 0 0.0% Q2 2026 Aug 03, 2026
Southland Equity Partners LLC History No change 4,467 234 0.04% 0.04% 688 0 0.0% Q2 2026 Jul 13, 2026
Van Diest Capital, LLC History No change 4,472 234 0.21% 0.21% 689 0 0.0% Q2 2026 Aug 04, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 4,467 234 0.23% 0.23% 690 0 0.0% Q2 2026 Aug 10, 2026
First PREMIER Bank History No change 4,433 232 0.04% 0.04% 691 0 0.0% Q2 2026 Jul 15, 2026
Crestwood Advisors Group, LLC History No change 4,426 231 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 4,417 231 0.03% 0.03% 693 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 4,374 229 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 17, 2026
Koss-Olinger Consulting, LLC History No change 4,370 229 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 10, 2026
Avail Investment Partners, LLC History No change 4,378 229 0.18% 0.18% 696 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 4,342 227 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,324 226 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History No change 4,322 226 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 13, 2026
Busey Bank History No change 4,295 225 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 13, 2026
Saxony Capital Management, LLC History No change 4,307 225 0.1% 0.1% 701 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,309 225 0.03% 0.03% 702 0 0.0% Q2 2026 Jul 10, 2026
INTRUST BANK NA History No change 4,292 224 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 05, 2026
TruNorth Capital Management, LLC History No change 4,289 224 0.04% 0.04% 704 0 0.0% Q2 2026 Jul 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,235 221 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 4,219 221 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 4,197 220 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 14, 2026
New Hampshire Trust History No change 4,201 220 0.04% 0.04% 708 0 0.0% Q2 2026 Jul 27, 2026
XXI WEALTH, LLC History No change 4,206 220 0.1% 0.1% 709 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 4,192 219 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 4,180 219 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 4,193 219 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 13, 2026
SG Americas Securities, LLC History No change 4,154 218 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 4,132 218 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 14, 2026
Wealth Quarterback LLC History No change 4,171 218 0.07% 0.07% 715 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 4,137 216 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 06, 2026
Wealth Management Associates, Inc. History No change 4,132 216 0.06% 0.06% 717 0 0.0% Q2 2026 Jul 21, 2026
MW ADVISORY, LLC History No change 4,124 216 0.09% 0.09% 718 0 0.0% Q2 2026 Aug 07, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 4,090 214 0.13% 0.13% 719 0 0.0% Q2 2026 Jul 28, 2026
StoneX Group Inc. History No change 4,051 213 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 12, 2026
Ducere Wealth Management LLC History No change 4,065 213 0.06% 0.06% 721 0 0.0% Q2 2026 Jul 28, 2026
Miller Financial Services LLC History No change 4,055 212 0.17% 0.17% 722 0 0.0% Q2 2026 Jul 29, 2026
First Bancorp, Inc /ME/ History No change 4,043 211 0.08% 0.08% 723 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,029 211 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 07, 2026
Optas, LLC History No change 4,032 211 0.03% 0.03% 725 0 0.0% Q2 2026 Jul 21, 2026
GUGGENHEIM CAPITAL LLC History No change 4,019 210 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 12, 2026
COWA, LLC History No change 4,009 210 0.05% 0.05% 727 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 4,000 209 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 3,994 209 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 06, 2026
Calydon Capital History No change 3,996 209 0.03% 0.03% 730 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 4,000 209 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Capital Management, LLC History No change 3,978 209 0.05% 0.05% 732 0 0.0% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History No change 3,941 208 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 14, 2026
Lantz Financial LLC History No change 3,970 208 0.04% 0.04% 734 0 0.0% Q2 2026 Jul 09, 2026
Focus Financial Network, Inc. History No change 3,935 206 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 09, 2026
Avior Wealth Management, LLC History No change 3,912 205 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History No change 3,919 205 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 24, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 3,926 205 0.06% 0.06% 738 0 0.0% Q2 2026 Aug 07, 2026
Samara Investment Management, LLC History No change 3,920 205 0.19% 0.19% 739 0 0.0% Q2 2026 Aug 13, 2026
Wealth Architects, LLC History No change 3,900 204 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 23, 2026
SEVEN MILE ADVISORY History No change 3,860 204 0.14% 0.14% 741 0 0.0% Q2 2026 Aug 13, 2026
Rodgers Brothers Inc. History No change 3,878 203 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 05, 2026
XPONANCE LLC History No change 3,883 203 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 10, 2026
Foster Group, Inc. History No change 3,875 203 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 07, 2026
Confluence Wealth Services, Inc. History No change 3,882 203 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 22, 2026
Wedmont Private Capital History Added to 4,325 201 0.0% 0.01% 746 +348 8.75% Q3 2026 Oct 09, 2026
WESPAC Advisors, LLC History No change 3,823 200 0.1% 0.1% 747 0 0.0% Q2 2026 Aug 10, 2026
Vantus Wealth LLC History No change 3,819 200 0.11% 0.11% 748 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,751 196 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 3,497 183 0.07% 0.07% 750 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 3,314 173 0.01% 0.01% 751 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 3,232 169 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 10, 2026
Citizens National Bank Trust Department History No change 3,122 163 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 22, 2026
Wellington Shields Capital Management, LLC History No change 3,103 162 0.02% 0.02% 754 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 2,939 154 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 2,752 144 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 2,721 142 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 06, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 2,692 141 0.06% 0.06% 758 0 0.0% Q2 2026 Jul 22, 2026
TIAA Wealth Investment Management LLC History No change 2,697 141 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 2,852 137 0.0% 0.0% 761 -123 -4.13% Q3 2026 Oct 08, 2026
Institute for Wealth Management, LLC. History No change 2,626 137 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History Added to 2,776 133 0.0% 0.0% 762 +968 53.54% Q3 2026 Oct 05, 2026
MATHER GROUP, LLC. History No change 2,515 131 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 27, 2026
CENTAURUS FINANCIAL, INC. History No change 2,475 130 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 17, 2026
Graney & King, LLC History No change 2,485 130 0.05% 0.05% 765 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,348 124 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 14, 2026
UNION SAVINGS BANK History No change 2,368 124 0.05% 0.05% 767 0 0.0% Q2 2026 Jul 23, 2026
Security National Bank History No change 2,359 123 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 15, 2026
Align Financial, LLC History No change 2,340 122 0.06% 0.06% 769 0 0.0% Q2 2026 Jul 27, 2026
ESL Trust Services, LLC History No change 2,323 121 0.02% 0.02% 770 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 2,222 117 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 2,247 117 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 24, 2026
Park Place Capital Corp History No change 2,185 114 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,138 112 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 2,326 112 0.02% 0.02% 775 0 0.0% Q3 2026 Oct 05, 2026
Hilltop National Bank History No change 2,126 111 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 01, 2026
BARRETT & COMPANY, INC. History No change 2,066 108 0.03% 0.03% 777 0 0.0% Q2 2026 Jul 24, 2026
Corient IA LP History No change 1,980 103 0.09% 0.09% 778 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,887 98 0.02% 0.02% 779 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 1,841 96 0.01% 0.01% 780 0 0.0% Q2 2026 Sep 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,845 96 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 1,844 96 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 1,786 94 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 07, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 1,780 93 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 1,784 93 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 27, 2026
GW&K Investment Management, LLC History No change 1,762 92 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 1,759 92 0.02% 0.02% 787 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 1,729 90 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 15, 2026
Bank & Trust Co History No change 1,879 90 0.06% 0.06% 789 0 0.0% Q3 2026 Oct 07, 2026
Smithfield Trust Co History No change 1,709 89 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,680 88 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 13, 2026
SHP Wealth Management History No change 1,673 87 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 1,641 86 0.01% 0.01% 793 0 0.0% Q2 2026 Jul 29, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,586 83 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 29, 2026
Union Bancaire Privee, UBP SA History No change 1,600 83 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 16, 2026
Owl Creek Wealth Partners LLC History No change 1,488 78 0.02% 0.02% 796 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 1,481 77 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 12, 2026
Community Financial Services Group, LLC History No change 1,490 76 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 09, 2026
Washington Trust Advisors, Inc. History No change 1,456 76 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 29, 2026
Estabrook Capital Management History No change 1,443 75 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 1,446 75 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 1,449 75 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 1,445 75 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 21, 2026
WealthCollab, LLC History No change 1,415 74 0.03% 0.03% 804 0 0.0% Q2 2026 Aug 10, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,508 72 0.0% 0.0% 805 0 0.0% Q3 2026 Oct 09, 2026
Wellington Shields & Co., LLC History No change 1,384 72 0.02% 0.02% 806 0 0.0% Q2 2026 Aug 10, 2026
Coston, McIsaac & Partners History No change 1,381 72 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 1,362 71 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 1,347 70 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Asset Management, LLC History No change 1,336 70 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,332 70 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 1,329 69 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 21, 2026
DT Investment Partners, LLC History No change 1,331 69 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 27, 2026
Philadelphia Investment Partners, LLC History No change 1,330 69 0.04% 0.04% 814 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 1,304 68 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 06, 2026
BAYBAN History No change 1,273 66 0.05% 0.05% 816 0 0.0% Q2 2026 Jul 30, 2026
LRI Investments, LLC History No change 1,216 63 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 14, 2026
Johnson Financial Group, Inc. History No change 1,182 62 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 10, 2026
Axiom Investment Management LLC History No change 1,200 62 0.04% 0.04% 819 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 1,195 61 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History No change 1,155 60 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 1,152 60 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,140 59 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,102 58 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 27, 2026
Manchester Capital Management LLC History No change 1,096 57 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 1,065 55 0.02% 0.02% 826 0 0.0% Q2 2026 Jul 24, 2026
1248 Management, LLC History No change 1,053 55 0.02% 0.02% 827 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 1,064 55 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 1,033 54 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 1,023 53 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 1,011 52 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 1,000 52 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 1,006 52 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 16, 2026
Westside Investment Management, Inc. History No change 991 51 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 983 51 0.01% 0.01% 835 0 0.0% Q2 2026 Jul 20, 2026
MTM Investment Management, LLC History No change 971 50 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 03, 2026
Addison Advisors LLC History No change 967 50 0.02% 0.02% 837 0 0.0% Q2 2026 Aug 10, 2026
Cromwell Holdings LLC History No change 923 49 0.02% 0.02% 838 0 0.0% Q2 2026 Jul 13, 2026
MCDONALD PARTNERS LLC History No change 920 48 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 910 47 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 20, 2026
FIL Ltd History No change 888 46 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 883 43 0.0% 0.0% 842 +1 0.11% Q3 2026 Oct 02, 2026
Princeton Global Asset Management LLC History No change 822 43 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 16, 2026
Concord Wealth Partners History No change 806 42 0.0% 0.0% 844 0 0.0% Q2 2026 Jul 27, 2026
Blume Capital Management, Inc. History No change 800 41 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 27, 2026
Accent Capital Management, LLC History No change 781 41 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 760 39 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 30, 2026
JNBA Financial Advisors History No change 745 39 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 23, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 728 38 0.02% 0.02% 849 0 0.0% Q2 2026 Sep 18, 2026
CNB Bank History No change 728 38 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 06, 2026
Crews Bank & Trust History No change 740 38 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 719 37 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 28, 2026
COUNTRY TRUST BANK History No change 720 37 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 716 37 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON-ALTUS USA INC. History No change 688 37 0.03% 0.03% 855 0 0.0% Q2 2026 Sep 17, 2026
Roble, Belko & Company, Inc History No change 685 36 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 24, 2026
Costello Asset Management, INC History No change 700 36 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 28, 2026
Ascentis Independent Advisors History No change 697 36 0.1% 0.1% 858 0 0.0% Q2 2026 Aug 04, 2026
SJS Investment Consulting Inc. History No change 691 36 0.0% 0.0% 859 0 0.0% Q2 2026 Jul 22, 2026
Murphy & Mullick Capital Management Corp History No change 689 36 0.02% 0.02% 860 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 675 35 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 684 35 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 652 34 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 650 34 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 12, 2026
Markowski Investments History No change 650 34 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 640 33 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 613 32 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 600 31 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 21, 2026
Minot DeBlois Advisors LLC History No change 600 31 0.03% 0.03% 869 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History No change 606 31 0.01% 0.01% 870 0 0.0% Q2 2026 Jul 14, 2026
FINANCIAL CONSULATE, INC History No change 587 30 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 23, 2026
Vanguard National Trust Co History No change 590 30 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 13, 2026
Towne Trust Company, N.A History No change 560 29 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 30, 2026
Key FInancial Inc History No change 560 29 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 24, 2026
STEPH & CO History Added to 583 28 0.01% 0.01% 877 +56 10.63% Q3 2026 Oct 07, 2026
FIRST HORIZON CORP History No change 536 28 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 20, 2026
CITY HOLDING CO History No change 550 28 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 10, 2026
Piscataqua Savings Bank History No change 545 28 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 09, 2026
Financial Perspectives, Inc History No change 517 27 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 24, 2026
Cranbrook Wealth Management, LLC History No change 508 26 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 514 26 0.01% 0.01% 881 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 484 25 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 482 25 0.01% 0.01% 883 0 0.0% Q2 2026 Aug 04, 2026
Millstone Evans Group, LLC History No change 487 25 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 480 25 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 467 24 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 475 24 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 22, 2026
CoreFirst Bank & Trust History No change 472 24 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 05, 2026
Clark Wealth Partners History No change 456 24 0.01% 0.01% 889 0 0.0% Q2 2026 Jul 28, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 447 23 0.01% 0.01% 890 0 0.0% Q2 2026 Jul 21, 2026
Guardian Partners Inc. History No change 440 23 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 29, 2026
Darwin Wealth Management, LLC History No change 432 22 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 21, 2026
First Command Advisory Services, Inc. History No change 428 22 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 10, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 433 22 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 22, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 419 21 0.01% 0.01% 895 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 417 21 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 30, 2026
Turim 21 Investimentos Ltda. History No change 404 21 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 10, 2026
Key Capital Management, INC History No change 412 21 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 409 21 0.01% 0.01% 899 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 414 21 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 10, 2026
Aberdeen Wealth Management LLC History No change 400 20 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 13, 2026
ALERUS FINANCIAL NA History No change 364 19 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 366 19 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 375 19 0.0% 0.0% 904 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 368 19 0.01% 0.01% 905 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 342 18 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 09, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 347 18 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 08, 2026
Arlington Trust Co LLC History No change 328 17 0.0% 0.0% 908 0 0.0% Q2 2026 Jul 07, 2026
PlanVest Financial, Inc History No change 340 17 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 10, 2026
NCP Inc. History No change 320 16 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 13, 2026
YANKCOM Partnership History No change 324 16 0.01% 0.01% 911 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 293 15 0.0% 0.0% 912 0 0.0% Q2 2026 Sep 02, 2026
Acumen Wealth Advisors, LLC History No change 290 15 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 297 15 0.0% 0.0% 914 0 0.0% Q2 2026 Jul 10, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 300 15 0.01% 0.01% 915 0 0.0% Q2 2026 Jul 24, 2026
Robinswood Financial LLC History No change 287 15 0.0% 0.0% 916 0 0.0% Q2 2026 Jul 14, 2026
WEBSTER BANK, N. A. History No change 278 14 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 20, 2026
Steigerwald, Gordon & Koch Inc. History No change 269 14 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 277 14 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Planning Group LLC History No change 289 14 0.0% 0.0% 920 0 0.0% Q2 2026 Jul 29, 2026
Accordant Advisory Group Inc History No change 269 14 0.01% 0.01% 921 0 0.0% Q2 2026 Jul 27, 2026
Birchwood Financial Partners, Inc. History No change 284 14 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 252 13 0.0% 0.0% 923 0 0.0% Q2 2026 Jul 07, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 248 13 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 04, 2026
Crewe Advisors LLC History No change 264 13 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 254 13 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 23, 2026
Asset Planning,Inc History No change 264 13 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History Added to 251 12 0.01% 0.0% 934 +91 56.88% Q3 2026 Oct 02, 2026
First Pacific Financial History No change 237 12 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 20, 2026
CGC Financial Services, LLC History No change 234 12 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 13, 2026
Advantage Trust Co History No change 240 12 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 17, 2026
Quest 10 Wealth Builders, Inc. History No change 239 12 0.01% 0.01% 931 0 0.0% Q2 2026 Jul 24, 2026
Provenance Wealth Advisors, LLC History No change 240 12 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Financial Management LLC History No change 243 12 0.01% 0.01% 933 0 0.0% Q2 2026 Aug 28, 2026
GHP Investment Advisors, Inc. History No change 211 11 0.0% 0.0% 935 0 0.0% Q2 2026 Jul 17, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 210 11 0.0% 0.0% 936 0 0.0% Q2 2026 Jul 27, 2026
Front Row Advisors LLC History No change 221 11 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History No change 227 11 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 191 10 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 31, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 204 10 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 200 10 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 03, 2026
SOA Wealth Advisors, LLC. History No change 202 10 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 21, 2026
Bell Investment Advisors, Inc History No change 208 10 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 06, 2026
Parvin Asset Management, LLC History No change 200 10 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History Reduced 194 9 0.0% 0.01% 949 -12 -5.83% Q3 2026 Oct 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 180 9 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 04, 2026
IMA Advisory Services, Inc. History No change 183 9 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 10, 2026
SFAM, LLC History No change 179 9 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 188 9 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 176 9 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 178 9 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 184 9 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 07, 2026
Burk Holdings LLC History No change 178 9 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 12, 2026
MOTCO History No change 154 8 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 31, 2026
Lavaca Capital LLC History No change 154 8 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 170 8 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 17, 2026
Peterson Wealth Services History No change 160 8 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 27, 2026
Centennial Bank/AR/ History No change 164 8 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History No change 166 8 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 30, 2026
Oakmont Advisory Group, LLC History No change 164 8 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 03, 2026
Bank of New Hampshire History New 160 7 0.0% — 967 +160 New Q3 2026 Oct 06, 2026
Strategic Wealth Partners, Ltd. History No change 150 7 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 12, 2026
Kozak & Associates, Inc. History No change 155 7 0.0% 0.0% 962 0 0.0% Q2 2026 Jul 02, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 164 7 0.0% 0.0% 963 0 0.0% Q3 2026 Oct 07, 2026
Principia Wealth Advisory, LLC History No change 147 7 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 26, 2026
United Financial Planning Group LLC History No change 152 7 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 152 7 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History New 145 6 0.0% — 976 +145 New Q3 2026 Oct 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 117 6 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 118 6 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 129 6 0.0% 0.0% 970 0 0.0% Q2 2026 Jul 20, 2026
Pacific Center for Financial Services History No change 115 6 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 05, 2026
Nova Wealth Management, Inc. History No change 130 6 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 13, 2026
Whipplewood Advisors, LLC History No change 130 6 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 27, 2026
Synergy Investment Management, LLC History No change 122 6 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 118 6 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 28, 2026
SouthState Bank Corp History No change 100 5 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT SECURITIES GROUP LLC History No change 100 5 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 03, 2026
Corsicana & Co. History No change 100 5 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 109 5 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 105 5 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 104 5 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 07, 2026
Prudent Man Investment Management, Inc. History No change 120 5 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Advisors LLC History No change 120 5 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 07, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 97 4 0.0% — 985 +78 410.53% Q3 2026 Oct 08, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 80 4 0.0% 0.0% 986 0 0.0% Q2 2026 Sep 18, 2026
TOMPKINS FINANCIAL CORP History No change 100 4 0.0% 0.0% 987 0 0.0% Q3 2026 Oct 05, 2026
Plante Moran Financial Advisors, LLC History No change 91 4 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 80 4 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 06, 2026
Leonteq Securities AG History No change 86 4 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 84 4 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 30, 2026
1 NORTH WEALTH SERVICES LLC History No change 80 4 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 03, 2026
Morse Asset Management, Inc History No change 90 4 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 80 4 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 21, 2026
Nalls Sherbakoff Group, LLC History No change 90 4 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 17, 2026
Prestige Wealth Management Group LLC History No change 80 4 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 14, 2026
SWAN Capital LLC History No change 89 4 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 79 4 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 21, 2026
American Capital Advisory, LLC History No change 83 4 0.0% 0.0% 999 0 0.0% Q2 2026 Jul 28, 2026
Gen-Wealth Partners Inc History No change 90 4 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 80 4 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 28, 2026
Ares Financial Consulting, LLC History No change 81 4 0.0% 0.0% 1002 0 0.0% Q2 2026 Jul 09, 2026
Walsh & Associates, LLC History No change 80 4 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 60 3 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 08, 2026
Gleason Group, Inc. History No change 73 3 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 13, 2026
Trifecta Capital Advisors, LLC History No change 64 3 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 67 3 0.0% 0.0% 1007 0 0.0% Q2 2026 Sep 15, 2026
JPL Wealth Management, LLC History No change 70 3 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 61 3 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 06, 2026
Aventura Private Wealth, LLC History No change 59 3 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 15, 2026
Sunrise Financial Services, LLC History No change 68 3 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 33 2 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 18, 2026
Bangor Savings Bank History No change 57 2 0.0% 0.0% 1013 0 0.0% Q3 2026 Oct 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 46 2 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 21, 2026
CKW FINANCIAL GROUP History No change 33 2 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History No change 50 2 0.0% 0.0% 1016 0 0.0% Q3 2026 Oct 02, 2026
Byrne Asset Management LLC History No change 56 2 0.0% 0.0% 1017 0 0.0% Q3 2026 Oct 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 47 2 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 08, 2026
JDM Financial Group LLC History No change 52 2 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 17, 2026
Commonwealth Retirement Investments LLC History No change 56 2 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 50 2 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 13, 2026
WPG Advisers, LLC History No change 57 2 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 05, 2026
Bullock Wealth Management Group History No change 53 2 0.0% 0.0% 1023 0 0.0% Q3 2026 Oct 09, 2026
Nvest Wealth Strategies, Inc. History No change 48 2 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 10, 2026
Allied Private Wealth LLC History No change 49 2 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 09, 2026
Elevated Capital Advisors, LLC History No change 34 1 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 32 1 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 30, 2026
Valued Wealth Advisors LLC History No change 37 1 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 20, 2026
Fairman Group, LLC History No change 20 1 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 04, 2026
Westfuller Advisors, LLC History No change 28 1 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 29, 2026
ROSS\JOHNSON & Associates LLC History No change 24 1 0.02% 0.02% 1031 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 32 1 0.0% 0.0% 1032 0 0.0% Q2 2026 Jul 15, 2026
Caldwell Trust Co History No change 30 1 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 24 1 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 35 1 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 13, 2026
Quintet Private Bank (Europe) S.A. History Closed out 0 0 — 0.06% — -17,700 -100.0% Q3 2026 Oct 08, 2026
Ballew Advisors, Inc History Closed out 0 0 — 0.27% — -9,761 -100.0% Q3 2026 Oct 05, 2026
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.03% — -4,465 -100.0% Q3 2026 Oct 09, 2026
Atlas Brown,Inc. History Closed out 0 0 — 0.06% — -4,053 -100.0% Q3 2026 Oct 09, 2026
Decker Wealth Management LLC History Closed out 0 0 — 0.04% — -3,920 -100.0% Q3 2026 Oct 09, 2026
Dickmeyer Boyce Financial Management, Inc. History Closed out 0 0 — 0.1% — -3,870 -100.0% Q3 2026 Oct 08, 2026
Trust Co History Reduced 5 0 — 0.0% — -216 -97.74% Q3 2026 Oct 09, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 9 0 — 0.0% — -50 -84.75% Q3 2026 Oct 09, 2026
DANSKE BANK A/S History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Robinson Value Management, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Mascoma Wealth Management LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Lloyd Advisory Services, LLC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Cordant, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
WOLFF WIESE MAGANA LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
DHJJ Financial Advisors, Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Raleigh Capital Management Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Kingdom Financial Group LLC. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Rakuten Securities, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Noble Wealth Management PBC History No change 16 0 — — — 0 0.0% Q3 2026 Oct 01, 2026
Harbor Asset Planning, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Monetary Solutions, Ltd History No change 17 0 — — — 0 0.0% Q2 2026 Jul 23, 2026