ISHARES GOLD TRUST - IAU

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 27,854,432 2,103,288 0.14% 0.14% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 22,991,594 1,736,095 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 13,824,915 1,043,919 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 12,858,009 970,908 0.16% 0.16% 4 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 12,415,020 937,458 0.12% 0.12% 5 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 10,952,646 827,034 0.19% 0.19% 6 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,801,039 664,566 0.16% 0.16% 7 0 0.0% Q2 2026 Sep 23, 2026
BlackRock, Inc. History No change 8,732,671 659,403 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 7,264,173 548,517 0.18% 0.18% 9 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 5,819,247 513,024 0.17% 0.17% 10 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 6,787,859 510,027 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,320,401 477,253 0.25% 0.25% 12 0 0.0% Q2 2026 Aug 12, 2026
HRTG GPE, LLC History No change 5,603,339 423,108 17.05% 17.05% 13 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 5,503,613 415,688 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,351,664 404,104 0.11% 0.11% 15 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 5,260,337 397,208 0.05% 0.05% 16 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 5,237,754 395,502 0.94% 0.94% 17 0 0.0% Q2 2026 Aug 12, 2026
Daiichi Life International Holdings LLC History No change 5,050 381,326 12.09% 12.09% 18 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 3,743,885 282,701 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,665,787 276,803 0.91% 0.91% 20 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 3,535,352 266,954 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Diameter Capital Partners LP History No change 3,363,600 253,985 20.48% 20.48% 22 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,256,597 245,905 0.03% 0.03% 23 0 0.0% Q2 2026 Sep 02, 2026
HighTower Advisors, LLC History No change 3,247,846 245,244 0.24% 0.24% 24 0 0.0% Q2 2026 Aug 05, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 3,114,126 235,147 0.13% 0.13% 25 0 0.0% Q2 2026 Jul 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,104,618 234,429 0.29% 0.29% 26 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 2,939,343 221,949 0.27% 0.27% 27 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 2,933,050 221,474 0.27% 0.27% 28 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,856,257 215,675 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 2,756,374 208,180 0.25% 0.25% 30 0 0.0% Q2 2026 Aug 13, 2026
Erste Asset Management GmbH History No change 2,623,650 198,111 1.54% 1.54% 31 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 2,226,695 168,138 0.14% 0.14% 32 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 2,191,169 165,455 5.94% 5.94% 33 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,179,893 164,603 0.25% 0.25% 34 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 2,002,888 151,238 0.24% 0.24% 35 0 0.0% Q2 2026 Aug 13, 2026
HARVARD MANAGEMENT CO INC History No change 1,980,085 149,516 3.51% 3.51% 36 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,915,838 144,664 0.22% 0.22% 37 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,880,450 141,990 0.17% 0.17% 38 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,840,038 138,941 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 1,771,071 133,733 0.48% 0.48% 40 0 0.0% Q2 2026 Aug 14, 2026
Arnhold LLC History No change 1,757,254 132,690 9.28% 9.28% 41 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 1,670,513 126,140 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 1,659,286 125,292 0.69% 0.69% 43 0 0.0% Q2 2026 Aug 11, 2026
EQUITABLE TRUST CO History No change 1,657,565 125,162 5.22% 5.22% 44 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 1,651,446 124,700 2.58% 2.58% 45 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,646,017 124,290 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 13, 2026
Pennsylvania State University History No change 1,574,099 122,937 48.85% 47.82% 47 0 0.0% Q3 2026 Oct 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,616,153 122,035 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
MOON CAPITAL MANAGEMENT LP History No change 1,559,604 117,765 79.53% 79.53% 49 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 1,551,830 117,178 1.55% 1.55% 50 0 0.0% Q2 2026 Aug 10, 2026
Chevy Chase Trust Holdings, LLC History No change 1,493,851 112,800 0.29% 0.29% 51 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,433,117 108,214 0.1% 0.1% 52 0 0.0% Q2 2026 Aug 12, 2026
ALLIANZ SE History No change 1,381,533 104,319 1.1% 1.1% 53 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,337,852 101,021 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 07, 2026
CRCM LP History No change 1,313,821 99,206 65.29% 65.29% 55 0 0.0% Q2 2026 Aug 18, 2026
Baird Financial Group, Inc. History No change 1,279,618 96,623 0.13% 0.13% 56 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 1,259,200 95,082 0.13% 0.13% 57 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,195,340 90,260 9.18% 9.18% 58 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 1,186,238 89,572 0.18% 0.18% 59 0 0.0% Q2 2026 Aug 07, 2026
EMORY UNIVERSITY History No change 1,184,586 89,448 55.87% 55.87% 60 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 1,130,603 85,371 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 1,129,781 85,309 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,074,602 81,143 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 1,038,795 78,439 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,019,061 76,949 2.86% 2.86% 65 0 0.0% Q2 2026 Jul 08, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,017,800 76,854 0.23% 0.23% 66 0 0.0% Q2 2026 Aug 17, 2026
Dynasty Wealth Management, LLC History No change 1,013,648 76,540 0.57% 0.57% 67 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 985,621 74,424 0.13% 0.13% 68 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 980,233 74,017 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 977,186 73,787 0.28% 0.28% 70 0 0.0% Q2 2026 Aug 14, 2026
VCU Investment Management Co History No change 969,928 73,239 94.96% 94.96% 71 0 0.0% Q2 2026 Aug 10, 2026
FORBES J M & CO LLP History No change 911,672 68,840 5.41% 5.41% 72 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History No change 907,372 68,516 0.16% 0.16% 73 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 904,231 68,279 0.13% 0.13% 74 0 0.0% Q2 2026 Aug 05, 2026
Pictet Asset Management Holding SA History No change 899,141 67,912 0.06% 0.06% 75 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 887,292 66,999 1.21% 1.21% 76 0 0.0% Q2 2026 Jul 31, 2026
IMC-Chicago, LLC History No change 881,970 66,597 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 880,867 66,514 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 877,484 66,258 0.56% 0.56% 79 0 0.0% Q2 2026 Aug 06, 2026
Permanens Capital L.P. History No change 858,088 64,794 6.66% 6.66% 80 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 849,212 64,094 0.38% 0.38% 81 0 0.0% Q2 2026 Aug 10, 2026
Circle Wealth Management, LLC History No change 819,093 61,849 0.78% 0.78% 82 0 0.0% Q2 2026 Aug 12, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 807,662 60,986 4.51% 4.51% 83 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 794,400 59,985 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 792,471 59,839 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 13, 2026
Tanglewood Wealth Management, Inc. History No change 780,110 58,906 5.01% 5.01% 86 0 0.0% Q2 2026 Jul 27, 2026
Oxbow Advisors, LLC History No change 774,373 58,472 4.75% 4.75% 87 0 0.0% Q2 2026 Aug 07, 2026
ANDERSON HOAGLAND & CO History No change 769,660 58,117 4.55% 4.55% 88 0 0.0% Q2 2026 Jul 06, 2026
NewEdge Advisors, LLC History No change 756,577 57,129 0.17% 0.17% 89 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 744,703 56,232 0.26% 0.26% 90 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 733,498 56,151 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 742,991 56,103 0.81% 0.81% 92 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 730,122 55,131 0.13% 0.13% 93 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 711,246 53,706 1.01% 1.01% 94 0 0.0% Q2 2026 Aug 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 707,800 53,445 0.77% 0.77% 95 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 699,025 52,783 0.84% 0.84% 96 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 691,008 52,178 0.54% 0.54% 97 0 0.0% Q2 2026 Aug 14, 2026
Narwhal Capital Management History No change 672,087 50,749 3.5% 3.5% 98 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 667,089 50,371 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 19, 2026
Employees Retirement System of Texas History No change 663,500 50,101 0.4% 0.4% 100 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 660,237 49,854 1.8% 1.8% 101 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 655,374 49,487 1.67% 1.67% 102 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 650,137 49,081 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 645,613 48,750 6.41% 6.41% 104 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Advisors, LLC History No change 641,393 48,431 5.5% 5.5% 105 0 0.0% Q2 2026 Aug 14, 2026
GenWealth Group, Inc. History No change 636,522 48,063 7.49% 7.49% 106 0 0.0% Q2 2026 Jul 10, 2026
IEQ CAPITAL, LLC History No change 635,258 47,968 0.22% 0.22% 107 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 627,964 47,417 0.67% 0.67% 108 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 606,122 45,768 0.29% 0.29% 109 0 0.0% Q2 2026 Jul 20, 2026
Williams Jones Wealth Management, LLC. History No change 605,714 45,737 0.52% 0.52% 110 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 604,758 45,657 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 10, 2026
Intellus Advisors LLC History No change 589,664 44,525 5.41% 5.41% 112 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 583,062 44,027 0.14% 0.14% 113 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 575,894 43,485 0.21% 0.21% 114 0 0.0% Q2 2026 Sep 23, 2026
Strategic Point Investment Advisors, LLC History No change 555,178 41,921 5.46% 5.46% 115 0 0.0% Q2 2026 Jul 08, 2026
IFP Advisors, Inc History No change 555,136 41,918 0.76% 0.76% 116 0 0.0% Q2 2026 Jul 20, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 538,401 40,654 0.14% 0.14% 117 0 0.0% Q2 2026 Aug 10, 2026
Eurizon Asset Management Hungary Ltd. History No change 533,074 40,252 42.86% 42.86% 118 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 530,298 40,042 0.2% 0.2% 119 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 524,796 39,627 0.1% 0.1% 120 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 517,314 39,297 0.1% 0.1% 121 0 0.0% Q2 2026 Jul 27, 2026
CADINHA & CO LLC History No change 516,618 39,009 5.78% 5.78% 122 0 0.0% Q2 2026 Jul 28, 2026
STUART INVESTMENT ADVISORS, INC. History No change 513,674 38,787 15.6% 15.6% 123 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 503,990 38,056 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 27, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 500,409 37,785 5.01% 5.01% 125 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 495,989 37,452 0.06% 0.06% 126 0 0.0% Q2 2026 Aug 05, 2026
Zhang Financial LLC History No change 467,941 35,334 1.03% 1.03% 127 0 0.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History No change 460,543 34,775 0.36% 0.36% 128 0 0.0% Q2 2026 Jul 21, 2026
Capital Group Private Client Services, Inc. History No change 458,998 34,658 0.49% 0.49% 129 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 448,234 33,846 0.21% 0.21% 130 0 0.0% Q2 2026 Jul 20, 2026
Checchi Capital Advisers, LLC History No change 444,396 33,556 1.51% 1.51% 131 0 0.0% Q2 2026 Aug 04, 2026
Argos Wealth Advisors, LLC History No change 440,971 33,297 8.82% 8.82% 132 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 431,181 32,558 0.15% 0.15% 133 0 0.0% Q2 2026 Aug 18, 2026
BANK OF MONTREAL /CAN/ History No change 426,515 32,206 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 12, 2026
SPINNAKER TRUST History No change 422,086 31,871 1.55% 1.55% 135 0 0.0% Q2 2026 Aug 03, 2026
WESCAP Management Group, Inc. History No change 421,606 31,835 5.94% 5.94% 136 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 413,958 31,257 0.48% 0.48% 137 0 0.0% Q2 2026 Aug 03, 2026
BFSG, LLC History No change 397,969 30,050 2.66% 2.66% 138 0 0.0% Q2 2026 Jul 20, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 397,825 30,039 1.06% 1.06% 139 0 0.0% Q2 2026 Aug 13, 2026
VPR Management LLC History No change 395,430 29,858 11.99% 11.99% 140 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 587,655 29,443 0.05% 0.05% 141 0 0.0% Q2 2026 Jul 15, 2026
TRUE Private Wealth Advisors History No change 389,255 29,392 2.54% 2.54% 142 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 380,803 28,754 0.08% 0.08% 143 0 0.0% Q2 2026 Aug 13, 2026
Independent Family Office, LLC History No change 375,916 28,385 11.4% 11.4% 144 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 374,204 28,256 0.24% 0.24% 145 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 371,845 28,078 0.17% 0.17% 146 0 0.0% Q2 2026 Aug 17, 2026
FIRST FOUNDATION ADVISORS History No change 359,362 27,135 0.98% 0.98% 147 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 355,443 26,839 1.65% 1.65% 148 0 0.0% Q2 2026 Aug 07, 2026
Shah Wealth Advisors, LLC History No change 355,328 26,830 6.19% 6.19% 149 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 353,641 26,703 0.98% 0.98% 150 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 353,400 26,685 0.15% 0.15% 151 0 0.0% Q2 2026 Aug 14, 2026
VCI Wealth Management LLC History No change 347,507 26,240 6.58% 6.58% 152 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Added to 335,926 26,235 0.19% 0.18% 153 +35,984 12.0% Q3 2026 Oct 08, 2026
Chemistry Wealth Management LLC History No change 346,112 26,134 4.18% 4.18% 154 0 0.0% Q2 2026 Jul 09, 2026
Modern Wealth Management, LLC History No change 345,528 26,090 0.31% 0.31% 155 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 344,717 26,029 0.41% 0.41% 156 0 0.0% Q2 2026 Aug 07, 2026
Arkos Global Advisors History No change 342,456 25,859 3.06% 3.06% 157 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 336,707 25,424 0.32% 0.32% 158 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 335,451 25,329 0.31% 0.31% 159 0 0.0% Q2 2026 Aug 18, 2026
Mader & Shannon Wealth Management, Inc. History No change 334,134 25,230 11.79% 11.79% 160 0 0.0% Q2 2026 Jul 07, 2026
Dakota Wealth Management History No change 330,096 24,925 0.48% 0.48% 161 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 329,879 24,909 0.25% 0.25% 162 0 0.0% Q2 2026 Aug 11, 2026
MACKAY SHIELDS LLC History No change 328,020 24,768 0.83% 0.83% 163 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 319,149 24,097 0.07% 0.07% 164 0 0.0% Q2 2026 Aug 04, 2026
Parcion Private Wealth LLC History No change 318,583 24,056 1.34% 1.34% 165 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 318,499 24,049 0.18% 0.18% 166 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 313,194 23,649 0.25% 0.25% 167 0 0.0% Q2 2026 Aug 03, 2026
CHATHAM CAPITAL GROUP, INC. History No change 312,445 23,592 3.01% 3.01% 168 0 0.0% Q2 2026 Jul 10, 2026
Prime Capital Investment Advisors, LLC History No change 312,256 23,578 0.23% 0.23% 169 0 0.0% Q2 2026 Aug 05, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 311,696 23,537 0.06% 0.06% 170 0 0.0% Q2 2026 Aug 10, 2026
Vision Capital Management, Inc. History No change 307,858 23,246 2.65% 2.65% 171 0 0.0% Q2 2026 Aug 10, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 307,145 23,192 0.16% 0.16% 172 0 0.0% Q2 2026 Jul 22, 2026
AllGen Financial Advisors, Inc. History No change 306,180 23,119 5.05% 5.05% 173 0 0.0% Q2 2026 Jul 22, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 301,674 22,779 1.49% 1.49% 174 0 0.0% Q2 2026 Jul 14, 2026
BOKF, NA History No change 301,157 22,740 0.31% 0.31% 175 0 0.0% Q2 2026 Aug 10, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 299,586 22,622 1.89% 1.89% 176 0 0.0% Q2 2026 Jul 09, 2026
China Universal Asset Management Co., Ltd. History No change 297,940 22,497 1.35% 1.35% 177 0 0.0% Q2 2026 Jul 24, 2026
PRUDENTIAL PLC History No change 295,485 22,312 0.12% 0.12% 178 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History No change 295,330 22,300 1.26% 1.26% 179 0 0.0% Q2 2026 Jul 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 289,279 21,843 1.25% 1.25% 180 0 0.0% Q2 2026 Jul 15, 2026
Sowa Financial Group, Inc. History No change 285,204 21,536 10.04% 10.04% 181 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 284,219 21,462 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 284,111 21,453 1.33% 1.33% 183 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History No change 283,701 21,422 0.03% 0.03% 184 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 282,506 21,332 0.44% 0.44% 185 0 0.0% Q2 2026 Jul 29, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 281,952 21,290 2.16% 2.16% 186 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 281,519 21,257 0.24% 0.24% 187 0 0.0% Q2 2026 Jul 29, 2026
Wallington Asset Management, LLC History No change 280,535 21,183 2.6% 2.6% 188 0 0.0% Q2 2026 Jul 22, 2026
NKCFO LLC History No change 279,400 21,097 6.39% 6.39% 189 0 0.0% Q2 2026 Aug 13, 2026
Modus Advisors, LLC History No change 276,829 20,903 5.16% 5.16% 190 0 0.0% Q2 2026 Aug 03, 2026
AMG National Trust Bank History No change 272,942 20,609 0.42% 0.42% 191 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 272,265 20,558 0.09% 0.09% 192 0 0.0% Q2 2026 Aug 12, 2026
Cypress Capital Group History No change 269,426 20,344 1.9% 1.9% 193 0 0.0% Q2 2026 Aug 05, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 265,660 20,059 1.23% 1.23% 194 0 0.0% Q2 2026 Aug 12, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 265,275 20,030 2.64% 2.64% 195 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 263,548 19,900 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 11, 2026
SOFI WEALTH, LLC History No change 263,368 19,886 0.8% 0.8% 197 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 261,405 19,738 0.23% 0.23% 198 0 0.0% Q2 2026 Aug 05, 2026
SYON CAPITAL LLC History No change 259,519 19,596 0.85% 0.85% 199 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 258,407 19,512 0.13% 0.13% 200 0 0.0% Q2 2026 Sep 08, 2026
Brookstone Capital Management History No change 258,296 19,503 0.2% 0.2% 201 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 251,889 19,020 0.4% 0.4% 202 0 0.0% Q2 2026 Aug 03, 2026
Wealth Quarterback LLC History No change 250,563 18,920 5.84% 5.84% 203 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 249,715 18,855 0.12% 0.12% 204 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 248,254 18,745 0.21% 0.21% 205 0 0.0% Q2 2026 Aug 12, 2026
Pictet North America Advisors SA History No change 248,044 18,729 1.65% 1.65% 206 0 0.0% Q2 2026 Jul 24, 2026
Cyndeo Wealth Partners, LLC History No change 247,086 18,657 0.88% 0.88% 207 0 0.0% Q2 2026 Jul 21, 2026
Hamilton Wealth, LLC History No change 245,631 18,547 3.4% 3.4% 208 0 0.0% Q2 2026 Aug 06, 2026
JSF Financial, LLC History No change 244,608 18,470 2.92% 2.92% 209 0 0.0% Q2 2026 Jul 28, 2026
Timber Creek Capital Management LLC History No change 241,959 18,270 3.73% 3.73% 210 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 241,931 18,268 0.3% 0.3% 211 0 0.0% Q2 2026 Jul 31, 2026
CPA Asset Management Group, LLC History No change 240,930 18,192 5.24% 5.24% 212 0 0.0% Q2 2026 Jul 09, 2026
BCWM, LLC History No change 240,889 18,189 5.32% 5.32% 213 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 240,126 18,131 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 234,174 17,682 0.07% 0.07% 215 0 0.0% Q2 2026 Aug 11, 2026
Sterling Financial Planning, Inc. History No change 233,678 17,645 4.8% 4.8% 216 0 0.0% Q2 2026 Aug 11, 2026
Lifeworks Advisors, LLC History No change 232,160 17,530 1.84% 1.84% 217 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 228,943 17,287 0.08% 0.08% 218 0 0.0% Q2 2026 Jul 27, 2026
Faithward Advisors, LLC History No change 228,192 17,230 2.1% 2.1% 219 0 0.0% Q2 2026 Aug 12, 2026
COHEN & STEERS, INC. History No change 228,069 17,221 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 226,229 17,082 0.22% 0.22% 221 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 224,727 16,969 0.19% 0.19% 222 0 0.0% Q2 2026 Aug 12, 2026
Verger Capital Management LLC History No change 223,830 16,901 4.95% 4.95% 223 0 0.0% Q2 2026 Jul 28, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 223,547 16,879 2.65% 2.65% 224 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 220,618 16,658 0.42% 0.42% 225 0 0.0% Q2 2026 Aug 07, 2026
Fielder Capital Group LLC History No change 218,233 16,478 3.57% 3.57% 226 0 0.0% Q2 2026 Aug 06, 2026
Forza Wealth Management, LLC History No change 216,851 16,374 5.02% 5.02% 227 0 0.0% Q2 2026 Jul 17, 2026
FIRST AMERICAN TRUST, FSB History No change 214,200 16,174 0.97% 0.97% 228 0 0.0% Q2 2026 Aug 10, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 212,782 16,067 1.88% 1.88% 229 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 205,888 15,958 0.41% 0.41% 230 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 209,714 15,848 0.07% 0.07% 231 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 208,539 15,746 0.09% 0.09% 232 0 0.0% Q2 2026 Jul 29, 2026
Hamilton Point Investment Advisors, LLC History No change 205,853 15,543 2.19% 2.19% 233 0 0.0% Q2 2026 Jul 28, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 204,868 15,469 6.95% 6.95% 234 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 203,877 15,394 0.07% 0.07% 235 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 202,270 15,273 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 200,040 15,105 0.59% 0.59% 237 0 0.0% Q2 2026 Aug 14, 2026
Advocacy Wealth Management, LLC History No change 197,676 14,926 0.54% 0.54% 238 0 0.0% Q2 2026 Jul 29, 2026
World Investment Advisors History No change 172,440 14,915 0.25% 0.25% 239 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 196,065 14,804 1.85% 1.85% 240 0 0.0% Q2 2026 Aug 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 195,400 14,754 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 13, 2026
DWM Financial Group, Inc. History No change 179,766 14,591 13.0% 13.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Grove Bank & Trust History Added to 182,412 14,246 1.42% 1.17% 243 +25,794 16.47% Q3 2026 Oct 08, 2026
GAMCO INVESTORS, INC. ET AL History No change 187,221 14,137 0.13% 0.13% 244 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 184,243 13,912 0.66% 0.66% 245 0 0.0% Q2 2026 Jul 24, 2026
Van Hulzen Asset Management, LLC History No change 183,362 13,845 0.99% 0.99% 246 0 0.0% Q2 2026 Aug 13, 2026
Three Bridge Wealth Advisors, LLC History No change 183,087 13,824 3.46% 3.46% 247 0 0.0% Q2 2026 Jul 27, 2026
Purkiss Capital Advisors LLC History No change 182,194 13,757 5.24% 5.24% 248 0 0.0% Q2 2026 Jul 30, 2026
Private Harbour Investment Management & Counsel, LLC History No change 180,105 13,599 16.13% 16.13% 249 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 179,467 13,551 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 179,228 13,533 0.15% 0.15% 251 0 0.0% Q2 2026 Jul 28, 2026
Wealth Management Partners, LLC History No change 177,803 13,425 3.16% 3.16% 252 0 0.0% Q2 2026 Jul 22, 2026
Regency Capital Management Inc.\DE History No change 177,738 13,420 5.34% 5.34% 253 0 0.0% Q2 2026 Aug 12, 2026
Legend Financial Advisors, Inc. History No change 176,990 13,364 7.59% 7.59% 254 0 0.0% Q2 2026 Jul 20, 2026
JB Capital LLC History No change 175,850 13,278 0.46% 0.46% 255 0 0.0% Q2 2026 Jul 29, 2026
EFG International AG History No change 175,224 13,231 0.24% 0.24% 256 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History No change 174,349 13,165 0.81% 0.81% 257 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History No change 173,052 13,067 1.28% 1.28% 258 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Group, LLC History Added to 166,274 12,985 0.96% 0.95% 259 +1,026 0.62% Q3 2026 Oct 01, 2026
SAPIENT CAPITAL LLC History Added to 164,792 12,870 0.17% 0.16% 260 +5,953 3.75% Q3 2026 Oct 08, 2026
Upper Left Wealth Management, LLC History No change 165,498 12,496 6.92% 6.92% 261 0 0.0% Q2 2026 Jul 14, 2026
SEEDS INVESTOR LLC History No change 162,857 12,297 1.26% 1.26% 262 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 162,235 12,284 0.07% 0.07% 263 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 160,957 12,153 0.19% 0.19% 264 0 0.0% Q2 2026 Jul 22, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 160,529 12,121 8.84% 8.84% 265 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 159,602 12,051 3.34% 3.34% 266 0 0.0% Q2 2026 Jul 31, 2026
ROGCO, LP History No change 158,010 11,931 3.65% 3.65% 267 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History No change 157,656 11,904 0.14% 0.14% 268 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 156,405 11,810 0.25% 0.25% 269 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 154,581 11,672 1.43% 1.43% 270 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 153,685 11,604 1.31% 1.31% 271 0 0.0% Q2 2026 Jul 23, 2026
SAGE RHINO CAPITAL LLC History No change 153,370 11,580 1.88% 1.88% 272 0 0.0% Q2 2026 Aug 03, 2026
Jump Financial, LLC History No change 153,145 11,563 0.09% 0.09% 273 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 152,876 11,543 0.13% 0.13% 274 0 0.0% Q2 2026 Aug 04, 2026
Bulltick Wealth Management, LLC History No change 152,699 11,530 2.35% 2.35% 275 0 0.0% Q2 2026 Jul 30, 2026
Parkside Investments, LLC History No change 151,885 11,468 1.27% 1.27% 276 0 0.0% Q2 2026 Jul 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 151,511 11,440 0.14% 0.14% 277 0 0.0% Q2 2026 Aug 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 150,646 11,375 0.56% 0.56% 278 0 0.0% Q2 2026 Jul 20, 2026
Morton Capital Management LLC/CA History No change 150,109 11,334 1.55% 1.55% 279 0 0.0% Q2 2026 Jul 23, 2026
E Fund Management Co., Ltd. History No change 149,964 11,323 0.25% 0.25% 280 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 149,714 11,304 0.34% 0.34% 281 0 0.0% Q2 2026 Aug 03, 2026
Marino Management, LLC History No change 149,479 11,290 2.35% 2.35% 282 0 0.0% Q2 2026 Jul 28, 2026
Harbour Wealth Management Group, Inc. History No change 149,297 11,273 7.62% 7.62% 283 0 0.0% Q2 2026 Aug 07, 2026
Shepherd Financial Partners LLC History No change 149,054 11,255 0.92% 0.92% 284 0 0.0% Q2 2026 Aug 10, 2026
Signet Investment Advisory Group, Inc. History No change 147,594 11,144 4.9% 4.9% 285 0 0.0% Q2 2026 Jul 29, 2026
Old Port Advisors History No change 146,190 11,038 2.17% 2.17% 286 0 0.0% Q2 2026 Jul 21, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 140,871 10,980 3.15% 2.92% 287 +9,250 7.03% Q3 2026 Oct 09, 2026
Wills Financial Group LLC History No change 145,131 10,958 3.99% 3.99% 288 0 0.0% Q2 2026 Aug 14, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 144,266 10,893 2.01% 2.01% 289 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 143,524 10,837 1.21% 1.21% 290 0 0.0% Q2 2026 Jul 15, 2026
Broussard Financial Group LLC History No change 143,120 10,806 8.65% 8.65% 291 0 0.0% Q2 2026 Jul 27, 2026
DSG Capital Advisors, LLC History No change 141,590 10,799 1.53% 1.53% 292 0 0.0% Q2 2026 Aug 06, 2026
Avestar Capital, LLC History No change 142,505 10,760 0.6% 0.6% 293 0 0.0% Q2 2026 Jul 29, 2026
Waterloo Capital, L.P. History No change 139,369 10,523 0.59% 0.59% 294 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 138,128 10,430 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 137,841 10,408 2.78% 2.78% 296 0 0.0% Q2 2026 Jul 16, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 137,167 10,357 1.36% 1.36% 297 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Strategies & Associates History Added to 131,360 10,259 1.88% 1.81% 298 +5,042 3.99% Q3 2026 Oct 01, 2026
New Harbor Financial Group, LLC History No change 135,621 10,240 1.62% 1.62% 299 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 134,943 10,193 0.31% 0.31% 300 0 0.0% Q2 2026 Jul 15, 2026
Topor & Co. Korea History No change 131,980 9,965 7.86% 7.86% 301 0 0.0% Q2 2026 Jul 08, 2026
MBA Advisors LLC History No change 131,576 9,935 3.34% 3.34% 302 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 128,254 9,923 0.19% 0.19% 303 0 0.0% Q2 2026 Jul 27, 2026
LifePlan Financial, LLC History No change 131,129 9,901 6.94% 6.94% 304 0 0.0% Q2 2026 Jul 21, 2026
Vernal Point Advisors, LLC History No change 129,807 9,801 3.31% 3.31% 305 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 129,743 9,796 0.29% 0.29% 306 0 0.0% Q2 2026 Aug 11, 2026
Roehl & Yi Investment Advisors, LLC History No change 317,153 9,756 3.21% 3.21% 307 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 128,990 9,740 0.22% 0.22% 308 0 0.0% Q2 2026 Jul 22, 2026
JNBA Financial Advisors History No change 128,823 9,727 0.74% 0.74% 309 0 0.0% Q2 2026 Jul 23, 2026
Townsend & Associates, Inc History No change 129,101 9,727 0.83% 0.83% 310 0 0.0% Q2 2026 Jul 22, 2026
FLOW TRADERS U.S. LLC History No change 128,169 9,678 0.4% 0.4% 311 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 127,922 9,659 0.1% 0.1% 312 0 0.0% Q2 2026 Aug 10, 2026
CAMDEN NATIONAL BANK History No change 126,913 9,583 1.25% 1.25% 313 0 0.0% Q2 2026 Jul 31, 2026
Bigelow Investment Advisors, LLC History No change 126,904 9,582 3.47% 3.47% 314 0 0.0% Q2 2026 Jul 30, 2026
Diversify Advisory Services, LLC History No change 124,480 9,557 0.16% 0.16% 315 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 124,480 9,557 0.16% 0.16% 316 0 0.0% Q2 2026 Jul 29, 2026
Deane Retirement Strategies, Inc. History Reduced 121,909 9,522 3.9% 3.95% 317 -1,694 -1.37% Q3 2026 Oct 08, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 126,011 9,515 0.5% 0.5% 318 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 125,884 9,505 0.18% 0.18% 319 0 0.0% Q2 2026 Jul 15, 2026
Omnia Family Wealth, LLC History No change 125,816 9,500 2.55% 2.55% 320 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 125,744 9,494 1.08% 1.08% 321 0 0.0% Q2 2026 Jul 10, 2026
Ariston Services Group History No change 125,399 9,468 5.22% 5.22% 322 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 125,220 9,455 0.09% 0.09% 323 0 0.0% Q2 2026 Jul 28, 2026
Highland Financial Advisors, LLC History No change 123,538 9,328 2.05% 2.05% 324 0 0.0% Q2 2026 Jul 09, 2026
CAPE ANN SAVINGS BANK History No change 122,905 9,280 4.37% 4.37% 325 0 0.0% Q2 2026 Aug 04, 2026
Chandler Asset Management, Inc. History No change 122,575 9,255 1.3% 1.3% 326 0 0.0% Q2 2026 Aug 07, 2026
Silverleafe Capital Partners, LLC History Added to 118,419 9,248 2.63% 2.4% 327 +1,781 1.53% Q3 2026 Oct 02, 2026
Stablepoint Partners, LLC History No change 120,038 9,064 1.25% 1.25% 328 0 0.0% Q2 2026 Jul 09, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 119,988 9,060 0.5% 0.5% 329 0 0.0% Q2 2026 Aug 04, 2026
Harvest Fund Management Co., Ltd History No change 118,298 8,927 0.3% 0.3% 330 0 0.0% Q2 2026 Aug 19, 2026
WEALTHSPAN PARTNERS, LLC History No change 118,207 8,925 2.81% 2.81% 331 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 118,131 8,920 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 07, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 117,933 8,905 1.91% 1.91% 333 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 116,916 8,828 0.18% 0.18% 334 0 0.0% Q2 2026 Aug 14, 2026
Southeast Asset Advisors, LLC History No change 115,740 8,739 0.89% 0.89% 335 0 0.0% Q2 2026 Aug 14, 2026
Towneley Capital Management, Inc / DE History Reduced 111,036 8,671 1.72% 1.65% 336 -374 -0.34% Q3 2026 Oct 09, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 114,383 8,637 0.42% 0.42% 337 0 0.0% Q2 2026 Jul 28, 2026
Bleakley Financial Group, LLC History No change 113,862 8,597 0.11% 0.11% 338 0 0.0% Q2 2026 Aug 05, 2026
Clear Creek Financial Management, LLC History No change 113,506 8,570 0.55% 0.55% 339 0 0.0% Q2 2026 Jul 27, 2026
Impact Investors, Inc History No change 113,149 8,543 6.25% 6.25% 340 0 0.0% Q2 2026 Jul 31, 2026
Exit Wealth Advisors, LLC. History No change 112,372 8,485 3.86% 3.86% 341 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 111,023 8,383 0.22% 0.22% 342 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 110,566 8,348 0.16% 0.16% 343 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 109,777 8,289 0.08% 0.08% 344 0 0.0% Q2 2026 Aug 06, 2026
Gerber Kawasaki Wealth & Investment Management History No change 109,489 8,267 0.22% 0.22% 345 0 0.0% Q2 2026 Aug 07, 2026
ABLE Financial Group, LLC History No change 109,438 8,263 1.39% 1.39% 346 0 0.0% Q2 2026 Jul 22, 2026
Braeburn Wealth Management LLC History No change 106,717 8,058 3.46% 3.46% 347 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 106,205 8,019 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 13, 2026
Plum Street Advisors, LLC History No change 106,103 8,011 2.56% 2.56% 349 0 0.0% Q2 2026 Aug 13, 2026
Ackerman Capital Advisors, LLC History No change 105,275 7,949 1.6% 1.6% 350 0 0.0% Q2 2026 Jul 30, 2026
PATTON FUND MANAGEMENT, INC. History No change 104,950 7,924 1.71% 1.71% 351 0 0.0% Q2 2026 Jul 13, 2026
Pekin Hardy Strauss, Inc. History No change 104,830 7,915 0.7% 0.7% 352 0 0.0% Q2 2026 Jul 30, 2026
Baker Avenue Asset Management, LP History No change 104,607 7,898 0.15% 0.15% 353 0 0.0% Q2 2026 Jul 28, 2026
CAPITAL ADVISORS INC/OK History No change 104,567 7,895 0.12% 0.12% 354 0 0.0% Q2 2026 Jul 22, 2026
Accretive Wealth Partners, LLC History No change 104,387 7,882 1.91% 1.91% 355 0 0.0% Q2 2026 Jul 29, 2026
Sharkey, Howes & Javer History No change 103,871 7,843 0.95% 0.95% 356 0 0.0% Q2 2026 Jul 09, 2026
Wealth Care LLC History No change 103,583 7,821 6.33% 6.33% 357 0 0.0% Q2 2026 Jul 15, 2026
Maltin Wealth Management, Inc. History No change 102,963 7,774 2.6% 2.6% 358 0 0.0% Q2 2026 Jul 22, 2026
Battery Global Advisors, LLC History No change 102,542 7,742 3.87% 3.87% 359 0 0.0% Q2 2026 Aug 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 101,985 7,700 0.29% 0.29% 360 0 0.0% Q2 2026 Aug 14, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 100,889 7,618 1.79% 1.79% 361 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ALLIANCE, LLC History No change 100,720 7,605 0.64% 0.64% 362 0 0.0% Q2 2026 Aug 11, 2026
Summit Place Financial Advisors, LLC History No change 100,576 7,594 3.33% 3.33% 363 0 0.0% Q2 2026 Jul 29, 2026
DCF Advisers, LLC History No change 100,000 7,551 1.33% 1.33% 364 0 0.0% Q2 2026 Aug 10, 2026
Cauble & Harre Wealth Management, Inc. History No change 99,931 7,545 6.05% 6.05% 365 0 0.0% Q2 2026 Aug 11, 2026
OKABENA INVESTMENT SERVICES INC History No change 99,913 7,544 1.35% 1.35% 366 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 99,824 7,537 0.34% 0.34% 367 0 0.0% Q2 2026 Jul 23, 2026
Greenline Partners, LLC History No change 99,800 7,535 0.77% 0.77% 368 0 0.0% Q2 2026 Aug 14, 2026
CPR Investments Inc. History No change 99,464 7,510 5.78% 5.78% 369 0 0.0% Q2 2026 Jul 14, 2026
JMAC ENTERPRISES LLC History No change 99,415 7,506 1.26% 1.26% 370 0 0.0% Q2 2026 Jul 28, 2026
Kure Advisory, LLC History Added to 96,080 7,503 3.47% 3.14% 371 +8,328 9.49% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 98,289 7,421 0.11% 0.11% 372 0 0.0% Q2 2026 Aug 06, 2026
Wellspring Financial Advisors, LLC History No change 98,043 7,403 0.49% 0.49% 373 0 0.0% Q2 2026 Jul 20, 2026
Bull Oak Capital, LLC History No change 97,670 7,375 2.46% 2.46% 374 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 97,319 7,348 0.08% 0.08% 375 0 0.0% Q2 2026 Aug 10, 2026
Rochester Wealth Strategies, LLC History No change 96,854 7,313 4.05% 4.05% 376 0 0.0% Q2 2026 Jul 22, 2026
Blueprint Investment Partners LLC History No change 96,750 7,305 0.61% 0.61% 377 0 0.0% Q2 2026 Aug 04, 2026
Crescent Grove Advisors, LLC History No change 96,466 7,284 0.61% 0.61% 378 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 96,279 7,270 0.47% 0.47% 379 0 0.0% Q2 2026 Aug 12, 2026
MOTCO History No change 96,088 7,255 0.62% 0.62% 380 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 95,810 7,235 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 94,937 7,233 0.43% 0.43% 382 0 0.0% Q2 2026 Aug 10, 2026
Argentarii, LLC History No change 87,728 7,209 2.17% 2.17% 383 0 0.0% Q2 2026 Aug 12, 2026
KITCHING PARTNERS, LLC History No change 95,210 7,189 6.18% 6.18% 384 0 0.0% Q2 2026 Jul 30, 2026
LARCH CAPITAL PARTNERS LLC History No change 94,874 7,163 1.02% 1.02% 385 0 0.0% Q2 2026 Aug 17, 2026
Sage Investment Advisers LLC History No change 94,734 7,153 4.81% 4.81% 386 0 0.0% Q2 2026 Jul 09, 2026
GFS Advisors, LLC History No change 61,914 7,139 0.75% 0.75% 387 0 0.0% Q2 2026 Aug 04, 2026
WealthCare Investment Partners, LLC History No change 94,552 7,139 1.73% 1.73% 388 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 94,105 7,105 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 13, 2026
SageGuard Financial Group, LLC History No change 93,314 7,046 0.99% 0.99% 390 0 0.0% Q2 2026 Jul 27, 2026
Compagnie Lombard Odier SCmA History No change 92,600 6,992 0.08% 0.08% 391 0 0.0% Q2 2026 Jul 29, 2026
RiverGlades Family Offices LLC History No change 92,315 6,970 3.2% 3.2% 392 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 91,204 6,886 1.29% 1.29% 393 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 89,851 6,784 0.22% 0.22% 394 0 0.0% Q2 2026 Jul 17, 2026
Apeiron RIA LLC History Added to 86,364 6,776 1.54% 1.54% 395 +10,194 13.38% Q3 2026 Oct 08, 2026
American Investment Services, Inc. History No change 89,415 6,751 1.43% 1.43% 396 0 0.0% Q2 2026 Aug 12, 2026
TriaGen Wealth Management LLC History No change 89,155 6,732 1.68% 1.68% 397 0 0.0% Q2 2026 Jul 21, 2026
Madden Advisory Services, Inc. History No change 88,555 6,686 2.4% 2.4% 398 0 0.0% Q2 2026 Aug 04, 2026
True North Advisors, LLC History No change 87,616 6,615 0.63% 0.63% 399 0 0.0% Q2 2026 Jul 22, 2026
Leslie Global Wealth, LLC History No change 87,210 6,585 2.56% 2.56% 400 0 0.0% Q2 2026 Jul 21, 2026
Rehmann Capital Advisory Group History No change 87,075 6,575 0.3% 0.3% 401 0 0.0% Q2 2026 Aug 20, 2026
CHOREO, LLC History No change 86,982 6,568 0.07% 0.07% 402 0 0.0% Q2 2026 Aug 04, 2026
WELCH & FORBES LLC History No change 86,883 6,560 0.08% 0.08% 403 0 0.0% Q2 2026 Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 86,531 6,533 0.03% 0.03% 404 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Financial Advisors LLC History No change 86,514 6,532 0.73% 0.73% 405 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 86,239 6,511 0.58% 0.58% 406 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 86,000 6,493 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 13, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 85,868 6,483 1.19% 1.19% 408 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL TRUST CO LBA History No change 84,861 6,408 0.57% 0.57% 409 0 0.0% Q2 2026 Jul 13, 2026
Aspect Partners, LLC History No change 84,588 6,387 2.38% 2.38% 410 0 0.0% Q2 2026 Jul 16, 2026
Pacific Capital Wealth Advisors, Inc. History No change 84,448 6,376 0.96% 0.96% 411 0 0.0% Q2 2026 Jul 09, 2026
IHT Wealth Management, LLC History No change 84,294 6,365 0.14% 0.14% 412 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 84,037 6,346 0.1% 0.1% 413 0 0.0% Q2 2026 Aug 10, 2026
Icon Wealth Advisors, LLC History No change 83,422 6,299 0.38% 0.38% 414 0 0.0% Q2 2026 Aug 05, 2026
MA Private Wealth History No change 83,002 6,267 0.93% 0.93% 415 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 82,799 6,252 0.31% 0.31% 416 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 82,450 6,225 0.07% 0.07% 417 0 0.0% Q2 2026 Aug 07, 2026
Tikvah Management LLC History No change 82,230 6,209 1.89% 1.89% 418 0 0.0% Q2 2026 Aug 12, 2026
DELTA FINANCIAL ADVISORS LLC History No change 81,171 6,129 1.46% 1.46% 419 0 0.0% Q2 2026 Aug 05, 2026
Briaud Financial Planning Inc History No change 80,824 6,103 1.61% 1.61% 420 0 0.0% Q2 2026 Jul 30, 2026
Sequoia Financial Advisors, LLC History No change 80,631 6,088 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 17, 2026
Walleye Trading LLC History No change 80,436 6,073 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 79,431 5,997 0.06% 0.06% 423 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 78,766 5,947 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 03, 2026
NOTTINGHAM ADVISORS, INC. History No change 78,643 5,932 0.71% 0.71% 425 0 0.0% Q2 2026 Jul 27, 2026
Fearless Solutions, LLC dba Best Invest History No change 78,311 5,913 3.12% 3.12% 426 0 0.0% Q2 2026 Jul 21, 2026
Sepio Capital, LP History No change 77,908 5,882 0.3% 0.3% 427 0 0.0% Q2 2026 Jul 28, 2026
Ballentine Partners, LLC History No change 77,382 5,843 0.07% 0.07% 428 0 0.0% Q2 2026 Jul 17, 2026
Argent Trust Co History No change 77,253 5,833 0.17% 0.17% 429 0 0.0% Q2 2026 Aug 06, 2026
Vontobel Holding Ltd. History No change 76,828 5,801 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 76,637 5,786 0.08% 0.08% 431 0 0.0% Q2 2026 Aug 12, 2026
Apollon Financial, LLC History No change 76,538 5,779 0.68% 0.68% 432 0 0.0% Q2 2026 Jul 22, 2026
Discipline Wealth Solutions, LLC History No change 76,289 5,760 0.5% 0.5% 433 0 0.0% Q2 2026 Jul 21, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 76,246 5,757 2.04% 2.04% 434 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 76,182 5,752 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History No change 76,119 5,747 1.03% 1.03% 436 0 0.0% Q2 2026 Jul 16, 2026
Evelyn Partners Group Ltd History No change 75,984 5,737 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 07, 2026
Resona Asset Management Co.,Ltd. History No change 75,948 5,734 0.03% 0.03% 438 0 0.0% Q2 2026 Jul 29, 2026
Gradient Investments LLC History Added to 72,902 5,693 0.08% 0.07% 439 +2,182 3.09% Q3 2026 Oct 08, 2026
Knollwood Investment Advisory, LLC History No change 75,160 5,675 0.5% 0.5% 440 0 0.0% Q2 2026 Aug 13, 2026
CCG WEALTH MANAGEMENT, LLC History No change 75,115 5,671 1.32% 1.32% 441 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 74,947 5,659 0.16% 0.16% 442 0 0.0% Q2 2026 Jul 17, 2026
STABLEFORD CAPITAL II LLC History Added to 72,455 5,658 1.96% 1.21% 443 +26,222 56.72% Q3 2026 Oct 08, 2026
Fermata Advisors, LLC History No change 74,473 5,623 1.14% 1.14% 444 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 73,909 5,580 0.05% 0.05% 445 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 73,856 5,576 1.19% 1.19% 446 0 0.0% Q2 2026 Jul 01, 2026
Pacific Park Financial, Inc. History No change 73,812 5,573 3.23% 3.23% 447 0 0.0% Q2 2026 Jul 21, 2026
Palisades Hudson Asset Management, L.P. History No change 73,252 5,531 1.94% 1.94% 448 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 72,894 5,504 0.69% 0.69% 449 0 0.0% Q2 2026 Jul 23, 2026
Marex Group Ltd History No change 72,665 5,486 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 72,628 5,484 0.56% 0.56% 451 0 0.0% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History No change 72,383 5,465 0.03% 0.03% 452 0 0.0% Q2 2026 Jul 24, 2026
SGL Investment Advisors, Inc. History No change 66,231 5,464 1.88% 1.88% 453 0 0.0% Q2 2026 Aug 11, 2026
NavPoint Financial, Inc. History No change 71,928 5,431 2.01% 2.01% 454 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 71,474 5,396 0.06% 0.06% 455 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 60,863 5,365 0.15% 0.15% 456 0 0.0% Q2 2026 Aug 13, 2026
waypoint wealth counsel History No change 70,641 5,334 3.34% 3.34% 457 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Added to 68,284 5,332 0.46% 0.46% 458 +612 0.9% Q3 2026 Oct 01, 2026
Everest Financial Group LLC History No change 70,469 5,321 0.72% 0.72% 459 0 0.0% Q2 2026 Aug 10, 2026
Allie Family Office LLC History No change 69,714 5,300 1.96% 1.96% 460 0 0.0% Q2 2026 Oct 02, 2026
Guardian Wealth Management, LLC History No change 70,075 5,291 1.48% 1.48% 461 0 0.0% Q2 2026 Jul 24, 2026
Nadler Financial Group, Inc. History No change 70,044 5,289 0.45% 0.45% 462 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 69,869 5,276 0.12% 0.12% 463 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 69,535 5,250 0.36% 0.36% 464 0 0.0% Q2 2026 Jul 21, 2026
Pacific Point Advisors, LLC History No change 69,514 5,249 2.4% 2.4% 465 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS ADVISORS, LLC History No change 69,453 5,244 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 14, 2026
Gibson Capital, LLC History No change 68,603 5,180 0.85% 0.85% 467 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 68,583 5,178 0.1% 0.1% 468 0 0.0% Q2 2026 Aug 14, 2026
Financial Alternatives, Inc History No change 68,562 5,177 2.55% 2.55% 469 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 67,663 5,109 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 66,465 5,061 0.1% 0.1% 471 0 0.0% Q2 2026 Jul 29, 2026
Independent Advisor Alliance History No change 67,033 5,061 0.12% 0.12% 472 0 0.0% Q2 2026 Aug 12, 2026
Mengis Capital Management, Inc. History No change 66,213 4,999 0.76% 0.76% 473 0 0.0% Q2 2026 Jul 28, 2026
Financial Sense Advisors, Inc. History No change 65,678 4,959 0.98% 0.98% 474 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 65,576 4,951 0.08% 0.08% 475 0 0.0% Q2 2026 Aug 05, 2026
EQ LLC History No change 65,487 4,944 1.21% 1.21% 476 0 0.0% Q2 2026 Jul 23, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 65,110 4,916 0.65% 0.65% 477 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History No change 64,990 4,907 0.36% 0.36% 478 0 0.0% Q2 2026 Jul 17, 2026
CI INVESTMENTS INC. History No change 64,617 4,879 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 62,447 4,867 0.7% 0.68% 480 +13 0.02% Q3 2026 Oct 08, 2026
Altiora Financial Group, LLC History No change 64,394 4,862 0.77% 0.77% 481 0 0.0% Q2 2026 Aug 07, 2026
Garde Capital, Inc. History No change 63,769 4,815 0.22% 0.22% 482 0 0.0% Q2 2026 Jul 31, 2026
Red Door Wealth Management, LLC History No change 63,741 4,813 0.44% 0.44% 483 0 0.0% Q2 2026 Jul 13, 2026
Plan Group Financial, LLC History No change 63,664 4,807 0.99% 0.99% 484 0 0.0% Q2 2026 Aug 03, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 63,355 4,783 0.07% 0.07% 485 0 0.0% Q2 2026 Aug 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 63,309 4,780 3.36% 3.36% 486 0 0.0% Q2 2026 Aug 11, 2026
Westover Capital Advisors, LLC History No change 62,895 4,749 0.79% 0.79% 487 0 0.0% Q2 2026 Aug 04, 2026
Smith Thornton Advisors LLC History No change 62,502 4,703 2.07% 2.07% 488 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 62,189 4,695 2.34% 2.34% 489 0 0.0% Q2 2026 Aug 26, 2026
Wealthfront Advisers LLC History No change 62,143 4,692 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 61,960 4,678 0.18% 0.18% 491 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 61,826 4,668 0.28% 0.28% 492 0 0.0% Q2 2026 Aug 10, 2026
BOK Financial Private Wealth, Inc. History No change 61,199 4,621 0.24% 0.24% 493 0 0.0% Q2 2026 Aug 07, 2026
Well Done, LLC History No change 61,194 4,620 0.62% 0.62% 494 0 0.0% Q2 2026 Jul 24, 2026
Elevated Financial Group LLC History No change 61,028 4,608 1.26% 1.26% 495 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 61,013 4,607 0.05% 0.05% 496 0 0.0% Q2 2026 Aug 03, 2026
Family Manage LLC History No change 60,699 4,583 0.47% 0.47% 497 0 0.0% Q2 2026 Aug 14, 2026
D L CARLSON INVESTMENT GROUP INC History No change 60,399 4,560 0.73% 0.73% 498 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 60,121 4,539 0.11% 0.11% 499 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 57,720 4,519 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 27, 2026
MMBG INVESTMENT ADVISORS CO. History No change 59,820 4,517 0.36% 0.36% 501 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 59,409 4,517 0.34% 0.34% 502 0 0.0% Q2 2026 Jul 29, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 59,479 4,491 0.16% 0.16% 503 0 0.0% Q2 2026 Jul 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 59,306 4,478 0.13% 0.13% 504 0 0.0% Q2 2026 Aug 10, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 58,935 4,450 1.8% 1.8% 505 0 0.0% Q2 2026 Aug 12, 2026
Ridge Creek Global, Inc History No change 58,855 4,444 3.46% 3.46% 506 0 0.0% Q2 2026 Aug 11, 2026
Emerald Investment Advisers, LLC History No change 58,820 4,441 0.3% 0.3% 507 0 0.0% Q2 2026 Aug 12, 2026
BURNS J W & CO INC/NY History No change 58,401 4,409 0.46% 0.46% 508 0 0.0% Q2 2026 Jul 15, 2026
SteelPeak Wealth, LLC History No change 58,292 4,401 0.11% 0.11% 509 0 0.0% Q2 2026 Jul 13, 2026
Western Wealth Management, LLC History No change 58,235 4,397 0.14% 0.14% 510 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 58,008 4,380 0.1% 0.1% 511 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 57,860 4,369 0.08% 0.08% 512 0 0.0% Q2 2026 Aug 12, 2026
Alpha Zero LLC History No change 58,084 4,344 1.65% 1.65% 513 0 0.0% Q2 2026 Jul 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 49,100 4,328 0.54% 0.54% 514 0 0.0% Q2 2026 Aug 05, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Added to 55,255 4,315 2.83% 2.73% 515 +1,571 2.93% Q3 2026 Oct 06, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 56,188 4,242 0.14% 0.14% 516 0 0.0% Q2 2026 Aug 17, 2026
Financial & Tax Architects, LLC History No change 55,682 4,204 0.89% 0.89% 517 0 0.0% Q2 2026 Jul 23, 2026
Lineweaver Wealth Advisors, LLC History No change 55,546 4,194 0.5% 0.5% 518 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 55,128 4,162 0.07% 0.07% 519 0 0.0% Q2 2026 Jul 31, 2026
Park Edge Advisors, LLC History No change 54,959 4,149 0.87% 0.87% 520 0 0.0% Q2 2026 Jul 10, 2026
WEDBUSH SECURITIES INC History No change 54,861 4,143 0.11% 0.11% 521 0 0.0% Q2 2026 Jul 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 54,773 4,135 0.24% 0.24% 522 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 54,430 4,113 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 10, 2026
Bellecapital International Ltd. History No change 54,455 4,111 0.66% 0.66% 524 0 0.0% Q2 2026 Jul 22, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 54,393 4,107 0.07% 0.07% 525 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 54,376 4,105 0.55% 0.55% 526 0 0.0% Q2 2026 Aug 05, 2026
Global Wealth Management, LLC History No change 54,283 4,098 2.09% 2.09% 527 0 0.0% Q2 2026 Jul 20, 2026
Foguth Wealth Management, LLC. History No change 54,350 4,095 0.47% 0.47% 528 0 0.0% Q2 2026 Jul 21, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 54,136 4,087 1.38% 1.38% 529 0 0.0% Q2 2026 Jul 09, 2026
Security Financial Services, INC. History No change 53,685 4,053 0.56% 0.56% 530 0 0.0% Q2 2026 Jul 15, 2026
Kelly Financial Services LLC History No change 53,485 4,038 0.86% 0.86% 531 0 0.0% Q2 2026 Jul 14, 2026
Choate Investment Advisors History No change 53,409 4,032 0.07% 0.07% 532 0 0.0% Q2 2026 Aug 11, 2026
Cadent Capital Advisors, LLC History Added to 51,608 4,030 0.86% 0.34% 533 +30,044 139.32% Q3 2026 Oct 09, 2026
Insight Wealth Partners, LLC History No change 53,352 4,028 0.54% 0.54% 534 0 0.0% Q2 2026 Aug 06, 2026
Firestone Capital Management History No change 53,117 4,010 0.75% 0.75% 535 0 0.0% Q2 2026 Jul 31, 2026
Synergy Investment Management, LLC History No change 52,041 3,929 0.95% 0.95% 536 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 52,018 3,927 0.09% 0.09% 537 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 51,881 3,917 0.06% 0.06% 538 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 51,852 3,915 2.19% 2.19% 539 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 51,572 3,894 0.43% 0.43% 540 0 0.0% Q2 2026 Aug 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 49,719 3,883 0.25% 0.23% 541 +4,637 10.29% Q3 2026 Oct 08, 2026
Lynx Investment Advisory History No change 51,396 3,880 1.27% 1.27% 542 0 0.0% Q2 2026 Jul 27, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 51,203 3,866 0.5% 0.5% 543 0 0.0% Q2 2026 Jul 20, 2026
FDx Advisors, Inc. History No change 51,205 3,866 1.17% 1.17% 544 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 51,112 3,859 0.38% 0.38% 545 0 0.0% Q2 2026 Jul 21, 2026
Trademark Financial Management, LLC History No change 51,059 3,855 1.58% 1.58% 546 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 50,994 3,850 0.28% 0.28% 547 0 0.0% Q2 2026 Aug 14, 2026
LifePlan Investment Advisors, Inc. History No change 50,998 3,850 1.33% 1.33% 548 0 0.0% Q2 2026 Aug 11, 2026
Pettinga Financial Advisors LLC History No change 50,912 3,844 0.62% 0.62% 549 0 0.0% Q2 2026 Jul 09, 2026
SCOTIA CAPITAL INC. History No change 50,769 3,833 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 11, 2026
TME FINANCIAL, INC. History No change 50,760 3,832 2.37% 2.37% 551 0 0.0% Q2 2026 Jul 23, 2026
Rathbones Group PLC History No change 50,740 3,831 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 23, 2026
LM Advisors LLC History No change 50,452 3,810 0.44% 0.44% 553 0 0.0% Q2 2026 Aug 12, 2026
Robinson Value Management, Ltd. History No change 50,163 3,787 2.03% 2.03% 554 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 49,181 3,713 0.03% 0.03% 555 0 0.0% Q2 2026 Jul 27, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 48,982 3,698 1.56% 1.56% 556 0 0.0% Q2 2026 Jul 16, 2026
Bryn Mawr Trust Advisors, LLC History No change 48,949 3,696 0.16% 0.16% 557 0 0.0% Q2 2026 Aug 03, 2026
Keebeck Wealth Management History No change 48,944 3,695 0.36% 0.36% 558 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 48,897 3,692 0.22% 0.22% 559 0 0.0% Q2 2026 Jul 29, 2026
Altman Advisors, Inc. History No change 54,545 3,674 1.32% 1.32% 560 0 0.0% Q2 2026 Aug 10, 2026
Beacon Bridge Wealth Partners, LLC History No change 48,302 3,647 1.04% 1.04% 561 0 0.0% Q2 2026 Aug 05, 2026
EQ WEALTH ADVISORS, LLC History No change 48,294 3,646 2.0% 2.0% 562 0 0.0% Q2 2026 Jul 24, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 48,042 3,627 0.36% 0.36% 563 0 0.0% Q2 2026 Jul 22, 2026
Farrell Financial LLC History No change 47,699 3,601 1.95% 1.95% 564 0 0.0% Q2 2026 Jul 10, 2026
FIRST NATIONAL TRUST CO History No change 47,562 3,591 0.12% 0.12% 565 0 0.0% Q2 2026 Jul 30, 2026
Trek Financial, LLC History No change 47,204 3,564 0.18% 0.18% 566 0 0.0% Q2 2026 Aug 13, 2026
New Capital Management LP History No change 47,193 3,563 0.81% 0.81% 567 0 0.0% Q2 2026 Jul 14, 2026
Connective Portfolio Management, LLC History No change 47,029 3,551 5.91% 5.91% 568 0 0.0% Q2 2026 Jul 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 47,060 3,549 0.36% 0.36% 569 0 0.0% Q2 2026 Sep 02, 2026
J.W. COLE ADVISORS, INC. History No change 46,933 3,543 0.06% 0.06% 570 0 0.0% Q2 2026 Jul 21, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 46,825 3,535 0.78% 0.78% 571 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 46,798 3,533 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 07, 2026
Bellwether Advisors, LLC History No change 46,755 3,530 0.52% 0.52% 573 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 46,711 3,527 1.12% 1.12% 574 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 46,542 3,514 0.24% 0.24% 575 0 0.0% Q2 2026 Sep 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 46,402 3,503 0.07% 0.07% 576 0 0.0% Q2 2026 Aug 14, 2026
Heck Capital Advisors, LLC History No change 46,387 3,502 0.21% 0.21% 577 0 0.0% Q2 2026 Jul 10, 2026
Parker Investment Management, LLC History No change 46,215 3,489 0.27% 0.27% 578 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 46,197 3,488 0.89% 0.89% 579 0 0.0% Q2 2026 Jul 24, 2026
Twelve Points Wealth Management LLC History No change 45,934 3,468 0.69% 0.69% 580 0 0.0% Q2 2026 Aug 07, 2026
DAHRING | CUSMANO LLC History No change 45,596 3,442 1.82% 1.82% 581 0 0.0% Q2 2026 Jul 28, 2026
Towerpoint Wealth, LLC History No change 45,561 3,440 1.19% 1.19% 582 0 0.0% Q2 2026 Jul 09, 2026
Kovack Advisors, Inc. History No change 45,108 3,416 0.16% 0.16% 583 0 0.0% Q2 2026 Jul 28, 2026
NBH Bank History No change 45,187 3,412 1.44% 1.44% 584 0 0.0% Q2 2026 Aug 14, 2026
Forthright Family Wealth Advisory LLC History No change 45,126 3,407 1.93% 1.93% 585 0 0.0% Q2 2026 Jul 16, 2026
Northside Capital Management, LLC History No change 45,047 3,401 0.28% 0.28% 586 0 0.0% Q2 2026 Jul 10, 2026
New Republic Capital, LLC History No change 44,909 3,391 0.78% 0.78% 587 0 0.0% Q2 2026 Jul 31, 2026
Elyxium Wealth, LLC History No change 44,714 3,376 0.35% 0.35% 588 0 0.0% Q2 2026 Aug 03, 2026
Midwest Capital Advisors, LLC History No change 44,307 3,345 1.36% 1.36% 589 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL GROUP History No change 44,142 3,333 0.3% 0.3% 590 0 0.0% Q2 2026 Jul 16, 2026
Roger Wittlin Investment Advisory, LLC History No change 44,131 3,332 2.62% 2.62% 591 0 0.0% Q2 2026 Jul 17, 2026
Crown Wealth Group, LLC History No change 43,935 3,317 0.84% 0.84% 592 0 0.0% Q2 2026 Jul 21, 2026
Systelligence, LLC History No change 43,760 3,304 0.55% 0.55% 593 0 0.0% Q2 2026 Jul 14, 2026
Wealth Watch Advisors, INC History No change 43,640 3,295 1.07% 1.07% 594 0 0.0% Q2 2026 Aug 14, 2026
Perennial Advisors, LLC History No change 43,353 3,273 0.5% 0.5% 595 0 0.0% Q2 2026 Jul 13, 2026
Independent Wealth Advisors LLC History No change 43,346 3,273 2.96% 2.96% 596 0 0.0% Q2 2026 Jul 27, 2026
United Community Bank History No change 43,322 3,271 1.01% 1.01% 597 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 43,309 3,270 0.36% 0.36% 598 0 0.0% Q2 2026 Jul 09, 2026
Veridan Wealth LLC History No change 42,941 3,242 1.1% 1.1% 599 0 0.0% Q2 2026 Aug 10, 2026
Uniting Wealth Partners, LLC History No change 42,652 3,220 0.65% 0.65% 600 0 0.0% Q2 2026 Aug 06, 2026
Compass Financial Group, Inc. History No change 42,580 3,215 1.36% 1.36% 601 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 42,474 3,207 0.16% 0.16% 602 0 0.0% Q2 2026 Jul 16, 2026
Independent Solutions Wealth Management, LLC History No change 42,419 3,203 0.42% 0.42% 603 0 0.0% Q2 2026 Jul 29, 2026
Focus Financial Network, Inc. History No change 42,314 3,195 0.1% 0.1% 604 0 0.0% Q2 2026 Jul 09, 2026
ONE Advisory Partners, LLC History No change 42,311 3,194 0.87% 0.87% 605 0 0.0% Q2 2026 Jul 21, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 42,272 3,191 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 23, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. History No change 42,000 3,171 2.19% 2.19% 607 0 0.0% Q2 2026 Jul 23, 2026
Roundview Capital LLC History No change 41,588 3,140 0.17% 0.17% 608 0 0.0% Q2 2026 Jul 30, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 41,162 3,108 0.63% 0.63% 609 0 0.0% Q2 2026 Jul 15, 2026
Strathmore Capital Advisors, Inc. History No change 40,238 3,091 0.83% 0.83% 610 0 0.0% Q2 2026 Aug 10, 2026
KM Capital Management Ltd. History No change 40,749 3,076 1.45% 1.45% 611 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 40,611 3,066 0.06% 0.06% 612 0 0.0% Q2 2026 Aug 06, 2026
HighPoint Advisor Group LLC History No change 40,483 3,056 0.11% 0.11% 613 0 0.0% Q2 2026 Aug 05, 2026
NORTH DALLAS BANK & TRUST CO History No change 40,211 3,036 1.8% 1.8% 614 0 0.0% Q2 2026 Jul 13, 2026
Horst & Graben Wealth Management LLC History No change 39,910 3,031 0.4% 0.4% 615 0 0.0% Q2 2026 Jul 22, 2026
Alaethes Wealth, LLC History No change 40,114 3,029 0.88% 0.88% 616 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 39,920 3,014 0.2% 0.2% 617 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 39,784 3,004 0.08% 0.08% 618 0 0.0% Q2 2026 Jul 07, 2026
Apella Capital, LLC History Reduced 38,899 2,997 0.04% 0.04% 619 -1,580 -3.9% Q3 2026 Oct 08, 2026
Freestone Capital Holdings, LLC History No change 39,653 2,994 0.08% 0.08% 620 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 39,637 2,992 0.16% 0.16% 621 0 0.0% Q2 2026 Aug 14, 2026
Red Mountain Financial, LLC History No change 39,432 2,977 2.5% 2.5% 622 0 0.0% Q2 2026 Jul 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 39,188 2,959 0.17% 0.17% 623 0 0.0% Q2 2026 Jul 15, 2026
Alhambra Investment Management LLC History No change 39,139 2,955 1.29% 1.29% 624 0 0.0% Q2 2026 Jul 16, 2026
Bedminster, LLC History No change 39,118 2,953 2.52% 2.52% 625 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 38,956 2,941 0.05% 0.05% 626 0 0.0% Q2 2026 Jul 15, 2026
UNIQUE WEALTH, LLC History No change 38,947 2,940 0.34% 0.34% 627 0 0.0% Q2 2026 Jul 21, 2026
Cushing Capital Partners, LLC History No change 38,750 2,926 2.02% 2.02% 628 0 0.0% Q2 2026 Jul 29, 2026
NewSquare Capital LLC History No change 38,616 2,915 0.22% 0.22% 629 0 0.0% Q2 2026 Jul 28, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 38,472 2,905 2.58% 2.58% 630 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 38,467 2,904 0.17% 0.17% 631 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 38,443 2,902 0.23% 0.23% 632 0 0.0% Q2 2026 Aug 13, 2026
Buttonwood Financial Group, LLC History No change 38,354 2,896 1.66% 1.66% 633 0 0.0% Q2 2026 Jul 30, 2026
Trust Point Inc. History No change 38,330 2,894 0.25% 0.25% 634 0 0.0% Q2 2026 Jul 08, 2026
Strategic Investment Solutions, Inc. /IL History No change 38,277 2,890 0.66% 0.66% 635 0 0.0% Q2 2026 Jul 08, 2026
GUIDANCE CAPITAL, INC History No change 38,612 2,888 0.62% 0.62% 636 0 0.0% Q2 2026 Jul 20, 2026
Centerline Wealth Advisors, LLC History No change 38,084 2,875 0.9% 0.9% 637 0 0.0% Q2 2026 Jul 17, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 37,900 2,861 0.45% 0.45% 638 0 0.0% Q2 2026 Aug 06, 2026
Sharp Wealth Advisory, LLC History No change 37,671 2,844 1.32% 1.32% 639 0 0.0% Q2 2026 Jul 24, 2026
Composition Wealth, LLC History No change 37,505 2,831 0.03% 0.03% 640 0 0.0% Q2 2026 Jul 22, 2026
Novak & Powell Financial Services, Inc. History No change 37,469 2,829 1.33% 1.33% 641 0 0.0% Q2 2026 Aug 11, 2026
ATX Financial Planning, LLC History No change 37,203 2,809 1.86% 1.86% 642 0 0.0% Q2 2026 Aug 20, 2026
Walkner Condon Financial Advisors LLC History No change 37,179 2,807 0.32% 0.32% 643 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 37,112 2,802 0.05% 0.05% 644 0 0.0% Q2 2026 Jul 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 37,083 2,800 0.59% 0.59% 645 0 0.0% Q2 2026 Jul 10, 2026
EASTERN BANK History Reduced 35,705 2,788 0.04% 0.05% 646 -4,745 -11.73% Q3 2026 Oct 05, 2026
WORMSER FRERES GESTION History No change 35,935 2,758 1.56% 1.56% 647 0 0.0% Q2 2026 Jul 16, 2026
Sagace Wealth Management LLC History No change 36,441 2,751 1.73% 1.73% 648 0 0.0% Q2 2026 Aug 03, 2026
ASL Financial, LLC History No change 36,214 2,734 1.93% 1.93% 649 0 0.0% Q2 2026 Jul 21, 2026
Sterling Capital Management LLC History No change 36,196 2,733 0.05% 0.05% 650 0 0.0% Q2 2026 Jul 28, 2026
PAX Financial Group, LLC History No change 36,167 2,730 0.41% 0.41% 651 0 0.0% Q2 2026 Aug 05, 2026
TENET WEALTH PARTNERS, LLC History No change 35,252 2,706 2.01% 2.01% 652 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 35,818 2,704 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 10, 2026
TSA Wealth Managment LLC History No change 35,739 2,698 0.76% 0.76% 654 0 0.0% Q2 2026 Aug 03, 2026
MONECO ADVISORS, LLC History No change 35,693 2,695 0.16% 0.16% 655 0 0.0% Q2 2026 Aug 11, 2026
Skyline Advisors, Inc. History No change 35,574 2,686 0.84% 0.84% 656 0 0.0% Q2 2026 Jul 20, 2026
Northstar Financial Companies, Inc. History No change 35,557 2,684 1.81% 1.81% 657 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 35,451 2,676 0.05% 0.05% 658 0 0.0% Q2 2026 Jul 30, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 35,299 2,665 0.04% 0.04% 659 0 0.0% Q2 2026 Jul 14, 2026
ShoreHaven Wealth Partners, LLC History No change 35,180 2,656 0.84% 0.84% 660 0 0.0% Q2 2026 Jul 14, 2026
One Wealth Advisors, LLC History No change 34,894 2,634 0.29% 0.29% 661 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 34,847 2,631 0.32% 0.32% 662 0 0.0% Q2 2026 Jul 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 34,729 2,622 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 20, 2026
Weil Company, Inc. History No change 34,528 2,607 0.46% 0.46% 664 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 34,445 2,600 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 12, 2026
Waldron Private Wealth LLC History No change 34,341 2,593 0.09% 0.09% 666 0 0.0% Q2 2026 Jul 20, 2026
Inlet Private Wealth, LLC History No change 34,284 2,588 0.63% 0.63% 667 0 0.0% Q2 2026 Aug 07, 2026
Naviter Wealth, LLC History No change 34,186 2,581 0.23% 0.23% 668 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History No change 34,162 2,579 0.49% 0.49% 669 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Advisors, LLC History No change 34,054 2,571 0.14% 0.14% 670 0 0.0% Q2 2026 Aug 11, 2026
New England Private Wealth Advisors LLC History No change 33,681 2,567 0.25% 0.25% 671 0 0.0% Q2 2026 Aug 04, 2026
Scarborough Advisors, LLC History No change 32,359 2,562 0.29% 0.29% 672 0 0.0% Q2 2026 Jul 21, 2026
Citizens National Bank Trust Department History No change 33,772 2,550 0.38% 0.38% 673 0 0.0% Q2 2026 Jul 22, 2026
OLD NATIONAL BANCORP /IN/ History No change 33,693 2,544 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 15, 2026
Arlington Trust Co LLC History No change 33,600 2,537 0.21% 0.21% 675 0 0.0% Q2 2026 Jul 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 33,544 2,532 0.16% 0.16% 676 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 33,481 2,528 0.07% 0.07% 677 0 0.0% Q2 2026 Jul 22, 2026
Five Pine Wealth Management History No change 33,480 2,528 1.43% 1.43% 678 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 33,316 2,515 0.21% 0.21% 679 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 33,303 2,514 0.15% 0.15% 680 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 33,281 2,513 0.04% 0.04% 681 0 0.0% Q2 2026 Jul 23, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 33,248 2,510 1.74% 1.74% 682 0 0.0% Q2 2026 Jul 23, 2026
OAK FAMILY ADVISORS, LLC History No change 33,238 2,509 0.64% 0.64% 683 0 0.0% Q2 2026 Jul 20, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 33,200 2,506 0.86% 0.86% 684 0 0.0% Q2 2026 Jul 20, 2026
NVWM, LLC History No change 33,077 2,497 0.5% 0.5% 685 0 0.0% Q2 2026 Jul 28, 2026
Advus Financial Partners, LLC History No change 32,882 2,482 0.71% 0.71% 686 0 0.0% Q2 2026 Oct 02, 2026
Main Street Financial Solutions, LLC History No change 32,818 2,478 0.16% 0.16% 687 0 0.0% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 32,806 2,477 0.33% 0.33% 688 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 32,725 2,471 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 32,678 2,467 0.04% 0.04% 690 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 32,530 2,456 0.16% 0.16% 691 0 0.0% Q2 2026 Aug 05, 2026
West Wealth Group, LLC History No change 32,421 2,448 0.4% 0.4% 692 0 0.0% Q2 2026 Aug 06, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 32,090 2,423 1.37% 1.37% 693 0 0.0% Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 32,082 2,422 0.15% 0.15% 694 0 0.0% Q2 2026 Aug 07, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 32,013 2,417 1.19% 1.19% 695 0 0.0% Q2 2026 Jul 21, 2026
CARDIFF PARK ADVISORS, LLC History No change 31,875 2,406 0.19% 0.19% 696 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL & PLANNING, LLC History No change 31,832 2,403 1.24% 1.24% 697 0 0.0% Q2 2026 Sep 02, 2026
Bank OZK History No change 31,777 2,399 0.71% 0.71% 698 0 0.0% Q2 2026 Aug 17, 2026
Americana Partners, LLC History No change 31,758 2,398 0.05% 0.05% 699 0 0.0% Q2 2026 Aug 05, 2026
OFC FINANCIAL PLANNING, LLC History No change 31,727 2,395 2.13% 2.13% 700 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 31,654 2,390 0.12% 0.12% 701 0 0.0% Q2 2026 Jul 16, 2026
Banco BTG Pactual S.A. History No change 31,440 2,374 0.2% 0.2% 702 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 30,972 2,339 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 30,937 2,336 0.43% 0.43% 704 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 30,688 2,317 0.04% 0.04% 705 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 30,519 2,304 0.21% 0.21% 706 0 0.0% Q2 2026 Jul 22, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 30,496 2,302 0.37% 0.37% 707 0 0.0% Q2 2026 Aug 13, 2026
HORAN Wealth, LLC History No change 30,471 2,300 0.29% 0.29% 708 0 0.0% Q2 2026 Aug 26, 2026
Storen Legacy Partners, LLC History No change 30,432 2,297 0.63% 0.63% 709 0 0.0% Q2 2026 Jul 17, 2026
Cogent Private Wealth, Inc. History No change 30,374 2,293 1.43% 1.43% 710 0 0.0% Q2 2026 Aug 05, 2026
Holistic Financial Partners History No change 30,322 2,289 1.4% 1.4% 711 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 30,171 2,278 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 03, 2026
Verus Financial Partners, Inc. History No change 30,161 2,277 0.19% 0.19% 713 0 0.0% Q2 2026 Jul 21, 2026
BCGM Wealth Management, LLC History No change 30,166 2,277 0.48% 0.48% 714 0 0.0% Q2 2026 Aug 04, 2026
CATHY PARETO & ASSOCIATES, INC History No change 30,022 2,266 1.33% 1.33% 715 0 0.0% Q2 2026 Jul 15, 2026
Venturi Wealth Management, LLC History No change 29,608 2,235 0.09% 0.09% 716 0 0.0% Q2 2026 Jul 20, 2026
Aureum Wealth Management, LLC History No change 29,589 2,234 1.39% 1.39% 717 0 0.0% Q2 2026 Jul 22, 2026
Prospera Financial Services Inc History No change 29,446 2,223 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 15, 2026
COWA, LLC History No change 29,079 2,195 0.55% 0.55% 719 0 0.0% Q2 2026 Aug 05, 2026
Grand Central Investment Group History No change 28,929 2,184 1.83% 1.83% 720 0 0.0% Q2 2026 Aug 04, 2026
Keystone Financial Services History No change 28,905 2,182 0.56% 0.56% 721 0 0.0% Q2 2026 Aug 05, 2026
MainStreet Investment Advisors LLC History No change 28,550 2,155 0.29% 0.29% 722 0 0.0% Q2 2026 Aug 12, 2026
Sound View Wealth Advisors Group, LLC History No change 28,358 2,141 0.13% 0.13% 723 0 0.0% Q2 2026 Aug 11, 2026
Bison Wealth, LLC History No change 27,188 2,128 0.2% 0.2% 724 0 0.0% Q2 2026 Jul 07, 2026
Azimuth Capital Investment Management LLC History No change 28,172 2,127 0.07% 0.07% 725 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 28,155 2,125 1.03% 1.03% 726 0 0.0% Q2 2026 Jul 15, 2026
Archer Investment Management, LLC History No change 28,109 2,122 0.73% 0.73% 727 0 0.0% Q2 2026 Jul 07, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 28,000 2,114 3.14% 3.14% 728 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History No change 27,978 2,112 0.21% 0.21% 729 0 0.0% Q2 2026 Jul 09, 2026
Centurion Wealth Management LLC History No change 27,945 2,110 0.5% 0.5% 730 0 0.0% Q2 2026 Jul 09, 2026
Clear Retirement Advice LLC History No change 27,941 2,109 1.44% 1.44% 731 0 0.0% Q2 2026 Jul 15, 2026
Columbus Macro, LLC History No change 27,670 2,089 0.2% 0.2% 732 0 0.0% Q2 2026 Jul 22, 2026
STOCK YARDS BANK & TRUST CO History No change 27,558 2,080 0.06% 0.06% 733 0 0.0% Q2 2026 Aug 19, 2026
Csenge Advisory Group History No change 27,404 2,069 0.08% 0.08% 734 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 27,189 2,053 0.06% 0.06% 735 0 0.0% Q2 2026 Jul 07, 2026
Bensler, LLC History No change 27,184 2,052 0.18% 0.18% 736 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Trust, LLC History No change 27,150 2,050 0.27% 0.27% 737 0 0.0% Q2 2026 Aug 06, 2026
TPG Advisors LLC History No change 26,955 2,035 1.12% 1.12% 738 0 0.0% Q2 2026 Jul 29, 2026
SCS Capital Management LLC History No change 26,889 2,030 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 06, 2026
Invst, LLC History No change 26,590 2,007 0.2% 0.2% 740 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 26,416 1,994 0.17% 0.17% 741 0 0.0% Q2 2026 Jul 09, 2026
Nuveen, LLC History No change 26,420 1,994 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 11, 2026
Marks Group Wealth Management, Inc History No change 26,358 1,990 0.17% 0.17% 743 0 0.0% Q2 2026 Jul 27, 2026
Claro Advisors Inc. History No change 26,312 1,986 0.21% 0.21% 744 0 0.0% Q2 2026 Jul 30, 2026
VICUS CAPITAL History No change 26,183 1,977 0.13% 0.13% 745 0 0.0% Q2 2026 Aug 05, 2026
4J Wealth Management LLC History No change 26,157 1,975 0.97% 0.97% 746 0 0.0% Q2 2026 Jul 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 26,158 1,975 0.08% 0.08% 747 0 0.0% Q2 2026 Jul 27, 2026
Philadelphia Investment Partners, LLC History No change 26,108 1,971 1.23% 1.23% 748 0 0.0% Q2 2026 Aug 14, 2026
Fullerton Fund Management Co Ltd. History No change 26,026 1,965 0.13% 0.13% 749 0 0.0% Q2 2026 Aug 14, 2026
Virtus Family Office LLC History No change 25,970 1,961 1.55% 1.55% 750 0 0.0% Q2 2026 Aug 03, 2026
WEALTHGARDEN F.S. LLC History No change 25,960 1,960 1.11% 1.11% 751 0 0.0% Q2 2026 Jul 31, 2026
Collaborative Capital Advisors LLC History No change 25,886 1,954 1.23% 1.23% 752 0 0.0% Q2 2026 Aug 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 25,803 1,948 0.33% 0.33% 753 0 0.0% Q2 2026 Aug 10, 2026
EHRLICH FINANCIAL GROUP History No change 25,788 1,947 1.0% 1.0% 754 0 0.0% Q2 2026 Jul 09, 2026
Bridgewealth Advisory Group, LLC History No change 25,759 1,945 0.37% 0.37% 755 0 0.0% Q2 2026 Jul 27, 2026
Regatta Research & Money Management History No change 25,766 1,945 1.84% 1.84% 756 0 0.0% Q2 2026 Aug 11, 2026
AVALON CAPITAL MANAGEMENT History No change 25,659 1,937 0.46% 0.46% 757 0 0.0% Q2 2026 Jul 16, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 25,490 1,924 1.48% 1.48% 758 0 0.0% Q2 2026 Jul 24, 2026
B. Riley Wealth Advisors, Inc. History No change 25,206 1,903 0.1% 0.1% 759 0 0.0% Q2 2026 Jul 14, 2026
Gateway Wealth Partners, LLC History No change 25,178 1,901 0.11% 0.11% 760 0 0.0% Q2 2026 Aug 04, 2026
5T Wealth, LLC History No change 25,009 1,888 0.7% 0.7% 761 0 0.0% Q2 2026 Jul 21, 2026
NWAM LLC History No change 24,904 1,880 0.09% 0.09% 762 0 0.0% Q2 2026 Jul 23, 2026
SAX WEALTH ADVISORS, LLC History No change 21,246 1,873 0.08% 0.08% 763 0 0.0% Q2 2026 Jul 09, 2026
Ipsen Advisor Group LLC History No change 24,795 1,872 1.2% 1.2% 764 0 0.0% Q2 2026 Jul 29, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 24,790 1,871 0.45% 0.45% 765 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 24,706 1,865 0.03% 0.03% 766 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Group LLC History No change 24,569 1,855 0.21% 0.21% 767 0 0.0% Q2 2026 Aug 05, 2026
Values First Advisors, Inc. History No change 24,572 1,855 0.85% 0.85% 768 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 24,554 1,854 0.03% 0.03% 769 0 0.0% Q2 2026 Aug 04, 2026
Alesco Advisors, LLC, An ESL Co History No change 24,421 1,844 0.04% 0.04% 770 0 0.0% Q2 2026 Aug 05, 2026
Outlook Wealth Advisors, LLC History No change 24,358 1,839 0.4% 0.4% 771 0 0.0% Q2 2026 Aug 03, 2026
Montis Financial, LLC History No change 24,339 1,837 0.38% 0.38% 772 0 0.0% Q2 2026 Aug 05, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 24,270 1,832 0.05% 0.05% 773 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 24,241 1,830 0.05% 0.05% 774 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 24,150 1,823 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 24,097 1,819 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 18, 2026
GLENMEDE TRUST CO NA History No change 24,068 1,817 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 24,049 1,815 0.09% 0.09% 778 0 0.0% Q2 2026 Aug 04, 2026
Bradley & Co. Private Wealth Management, LLC History No change 24,021 1,813 0.86% 0.86% 779 0 0.0% Q2 2026 Aug 10, 2026
FIRST MANHATTAN CO. LLC. History No change 23,920 1,806 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 14, 2026
Variant Private Wealth, LLC History No change 23,882 1,803 2.03% 2.03% 781 0 0.0% Q2 2026 Aug 07, 2026
Arta Finance Wealth Management LLC History No change 23,852 1,801 0.77% 0.77% 782 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 23,647 1,795 0.1% 0.1% 783 0 0.0% Q2 2026 Aug 12, 2026
Valued Retirements, Inc. History No change 23,701 1,789 1.61% 1.61% 784 0 0.0% Q2 2026 Aug 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 23,650 1,785 0.39% 0.39% 785 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 23,615 1,783 0.07% 0.07% 786 0 0.0% Q2 2026 Jul 20, 2026
January Capital Advisors LLC History No change 23,536 1,777 1.49% 1.49% 787 0 0.0% Q2 2026 Aug 25, 2026
AlphaCore Capital LLC History No change 23,529 1,776 0.03% 0.03% 788 0 0.0% Q2 2026 Aug 06, 2026
EWA, LLC History No change 23,505 1,774 0.32% 0.32% 789 0 0.0% Q2 2026 Jul 14, 2026
First PREMIER Bank History No change 23,401 1,767 0.29% 0.29% 790 0 0.0% Q2 2026 Jul 15, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 23,132 1,746 0.3% 0.3% 791 0 0.0% Q2 2026 Aug 10, 2026
Verity Asset Management, Inc. History No change 23,134 1,746 0.66% 0.66% 792 0 0.0% Q2 2026 Aug 13, 2026
Intentional Wealth Strategies, LLC History No change 23,101 1,744 1.64% 1.64% 793 0 0.0% Q2 2026 Jul 28, 2026
Landing Point Financial Group, LLC History No change 23,076 1,742 0.59% 0.59% 794 0 0.0% Q2 2026 Aug 06, 2026
Pilgrim Partners Asia Pte Ltd History No change 23,000 1,736 0.74% 0.74% 795 0 0.0% Q2 2026 Jul 29, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 22,003 1,718 0.41% 0.44% 796 -2,218 -9.16% Q3 2026 Oct 09, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 22,700 1,714 0.42% 0.42% 797 0 0.0% Q2 2026 Jul 10, 2026
J.Safra Asset Management Corp History No change 22,571 1,704 0.08% 0.08% 798 0 0.0% Q2 2026 Aug 06, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 22,514 1,700 1.05% 1.05% 799 0 0.0% Q2 2026 Jul 28, 2026
Sageworth Trust Co History No change 22,496 1,698 0.07% 0.07% 800 0 0.0% Q2 2026 Jul 28, 2026
WealthBridge Capital Management, LLC History No change 22,422 1,693 0.34% 0.34% 801 0 0.0% Q2 2026 Jul 24, 2026
PFG Investments, LLC History No change 22,260 1,680 0.07% 0.07% 802 0 0.0% Q2 2026 Jul 23, 2026
Noble Wealth Management PBC History Added to 21,503 1,679 0.75% 0.72% 803 +66 0.31% Q3 2026 Oct 01, 2026
Davis Wealth Advisors, LLC History No change 22,220 1,677 1.3% 1.3% 804 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 22,091 1,668 0.31% 0.31% 805 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 22,022 1,662 0.06% 0.06% 806 0 0.0% Q2 2026 Aug 10, 2026
Hudson Oak Wealth Advisory LLC History No change 22,007 1,661 1.28% 1.28% 807 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 21,876 1,651 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 27, 2026
ACORN CREEK CAPITAL LLC History No change 21,865 1,651 0.55% 0.55% 809 0 0.0% Q2 2026 Aug 06, 2026
Kurv Investment Management LLC History No change 1,519 1,647 0.99% 0.99% 810 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Reduced 21,064 1,645 0.03% 0.07% 811 -25,964 -55.21% Q3 2026 Oct 08, 2026
Terra Nova Asset Management LLC History No change 21,766 1,643 1.01% 1.01% 812 0 0.0% Q2 2026 Aug 04, 2026
BANK OF NOVA SCOTIA History No change 21,481 1,622 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 12, 2026
Strategies Wealth Advisors, LLC History No change 21,389 1,615 0.14% 0.14% 814 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 21,387 1,614 0.07% 0.07% 815 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,368 1,613 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 14, 2026
Mirador Capital Partners LP History Reduced 20,502 1,601 0.19% 0.19% 817 -195 -0.94% Q3 2026 Oct 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 21,115 1,594 0.3% 0.3% 818 0 0.0% Q2 2026 Aug 06, 2026
CM WEALTH ADVISORS LLC History No change 21,033 1,588 0.29% 0.29% 819 0 0.0% Q2 2026 Aug 10, 2026
J2 Capital Management Inc History No change 20,833 1,573 1.06% 1.06% 820 0 0.0% Q2 2026 Jul 20, 2026
Integrated Advisors Network LLC History No change 20,814 1,571 0.07% 0.07% 821 0 0.0% Q2 2026 Aug 11, 2026
Ifrah Financial Services, Inc. History No change 20,730 1,565 0.38% 0.38% 822 0 0.0% Q2 2026 Jul 21, 2026
Plancorp, LLC History No change 20,517 1,543 0.04% 0.04% 823 0 0.0% Q2 2026 Jul 14, 2026
Westside Investment Management, Inc. History No change 20,433 1,542 0.2% 0.2% 824 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 20,263 1,530 0.22% 0.22% 825 0 0.0% Q2 2026 Jul 21, 2026
Addison Capital Co History No change 20,230 1,527 0.25% 0.25% 826 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL BANK OF OMAHA History No change 20,093 1,517 0.04% 0.04% 827 0 0.0% Q2 2026 Aug 07, 2026
Banco Santander, S.A. History No change 20,000 1,510 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 29, 2026
WealthShield Partners, LLC History No change 20,007 1,510 0.23% 0.23% 829 0 0.0% Q2 2026 Aug 12, 2026
Avory & Company, LLC History No change 20,000 1,510 1.89% 1.89% 830 0 0.0% Q2 2026 Jul 23, 2026
Florida Trust Wealth Management Co History No change 19,990 1,509 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 27, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 19,305 1,507 0.04% 0.04% 832 -971 -4.79% Q3 2026 Oct 05, 2026
Provenance Wealth Advisors, LLC History No change 19,872 1,500 0.14% 0.14% 833 0 0.0% Q2 2026 Jul 24, 2026
Sunesis Advisors, LLC History No change 19,800 1,495 0.62% 0.62% 834 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 19,699 1,487 0.14% 0.14% 835 0 0.0% Q2 2026 Aug 11, 2026
SigFig Wealth Management, LLC History Added to 18,965 1,481 0.04% 0.04% 837 +41 0.22% Q3 2026 Oct 07, 2026
IPG Investment Advisors LLC History No change 19,621 1,481 0.21% 0.21% 836 0 0.0% Q2 2026 Aug 12, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 19,510 1,473 0.85% 0.85% 838 0 0.0% Q2 2026 Jul 15, 2026
Cobblestone Asset Management LLC History No change 19,520 1,473 0.61% 0.61% 839 0 0.0% Q2 2026 Jul 21, 2026
CJM Wealth Advisers, Ltd. History No change 19,447 1,468 0.39% 0.39% 840 0 0.0% Q2 2026 Jul 17, 2026
Port Capital LLC History No change 19,401 1,464 0.06% 0.06% 841 0 0.0% Q2 2026 Aug 14, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 18,681 1,458 0.88% 0.85% 842 0 0.0% Q3 2026 Oct 07, 2026
Narus Financial Partners, LLC History No change 19,239 1,452 0.37% 0.37% 843 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 19,225 1,451 0.04% 0.04% 844 0 0.0% Q2 2026 Jul 29, 2026
Jacobi Capital Management LLC History No change 19,162 1,446 0.07% 0.07% 845 0 0.0% Q2 2026 Jul 31, 2026
Strategic Wealth Partners, Ltd. History No change 19,145 1,445 0.09% 0.09% 846 0 0.0% Q2 2026 Aug 12, 2026
MYECFO, LLC History No change 19,065 1,439 0.54% 0.54% 847 0 0.0% Q2 2026 Aug 10, 2026
SlateStone Wealth, LLC History No change 19,024 1,437 0.11% 0.11% 848 0 0.0% Q2 2026 Jul 20, 2026
Retirement Planning Group, LLC History No change 19,030 1,436 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 18,952 1,431 0.05% 0.05% 850 0 0.0% Q2 2026 Aug 13, 2026
ETF Store, Inc. History No change 18,940 1,430 1.2% 1.2% 851 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 18,897 1,426 0.05% 0.05% 852 0 0.0% Q2 2026 Aug 06, 2026
Pachira Investments Inc. History No change 18,853 1,423 0.54% 0.54% 853 0 0.0% Q2 2026 Jul 17, 2026
Blossom Wealth Management History No change 18,846 1,423 2.01% 2.01% 854 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 18,786 1,418 0.15% 0.15% 855 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 18,714 1,417 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 13, 2026
Braun-Bostich & Associates Inc. History No change 18,746 1,415 0.79% 0.79% 857 0 0.0% Q2 2026 Jul 24, 2026
Jordan Park Trust Co LLC History No change 18,651 1,408 0.98% 0.98% 858 0 0.0% Q2 2026 Jul 27, 2026
Principle Wealth Partners LLC History No change 18,644 1,407 0.07% 0.07% 859 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 18,626 1,406 0.09% 0.09% 860 0 0.0% Q2 2026 Aug 04, 2026
Ballew Advisors, Inc History No change 18,035 1,405 0.7% 0.72% 861 0 0.0% Q3 2026 Oct 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 18,566 1,401 0.03% 0.03% 862 0 0.0% Q2 2026 Jul 17, 2026
Lantern Wealth Advisors, LLC History No change 18,562 1,401 0.64% 0.64% 863 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 18,494 1,396 0.02% 0.02% 864 0 0.0% Q2 2026 Jul 23, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 18,395 1,389 0.22% 0.22% 865 0 0.0% Q2 2026 Jul 15, 2026
SIGNATUREFD, LLC History No change 18,260 1,378 0.02% 0.02% 866 0 0.0% Q2 2026 Jul 23, 2026
Shared Vision Wealth Group LLC History No change 18,217 1,375 0.47% 0.47% 867 0 0.0% Q2 2026 Jul 31, 2026
5th Street Advisors, LLC History No change 18,130 1,368 0.52% 0.52% 868 0 0.0% Q2 2026 Aug 05, 2026
Comprehensive Money Management Services LLC History No change 18,070 1,364 0.86% 0.86% 869 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 17,999 1,359 0.57% 0.57% 870 0 0.0% Q2 2026 Aug 11, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 17,840 1,347 0.25% 0.25% 871 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Associates, Inc. History No change 17,841 1,347 0.37% 0.37% 872 0 0.0% Q2 2026 Jul 21, 2026
Fort Point Capital Partners LLC History No change 17,814 1,345 0.09% 0.09% 873 0 0.0% Q2 2026 Aug 14, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 17,799 1,344 0.82% 0.82% 874 0 0.0% Q2 2026 Jul 31, 2026
NOVEM GROUP History No change 17,722 1,338 0.14% 0.14% 875 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Added to 17,012 1,328 0.04% 0.03% 876 +515 3.12% Q3 2026 Oct 08, 2026
Alaska Wealth Advisors, LLC History No change 17,578 1,327 0.14% 0.14% 877 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 17,505 1,321 0.01% 0.01% 878 0 0.0% Q2 2026 Jul 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 17,487 1,320 0.19% 0.19% 879 0 0.0% Q2 2026 Jul 27, 2026
Asempa Wealth Advisors History Added to 16,792 1,317 1.01% 0.91% 881 +587 3.62% Q3 2026 Oct 07, 2026
Wealthstar Advisors, LLC History No change 17,448 1,317 0.38% 0.38% 880 0 0.0% Q2 2026 Jul 30, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 17,417 1,315 0.3% 0.3% 882 0 0.0% Q2 2026 Aug 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 17,391 1,313 0.05% 0.05% 883 0 0.0% Q2 2026 Aug 06, 2026
S.A. Mason LLC History No change 17,372 1,311 0.4% 0.4% 884 0 0.0% Q2 2026 Jul 31, 2026
Bay Harbor Wealth Management, LLC History No change 17,341 1,309 0.3% 0.3% 885 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 17,239 1,301 0.02% 0.02% 886 0 0.0% Q2 2026 Aug 06, 2026
CWA Asset Management Group, LLC History No change 17,178 1,297 0.04% 0.04% 887 0 0.0% Q2 2026 Jul 14, 2026
S&CO INC History No change 17,174 1,296 0.07% 0.07% 888 0 0.0% Q2 2026 Aug 06, 2026
ERn Financial, LLC History No change 17,059 1,288 0.21% 0.21% 889 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 16,987 1,282 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 14, 2026
MFA WEALTH ADVISORS, LLC History Reduced 16,289 1,272 0.22% 0.3% 891 -6,839 -29.57% Q3 2026 Oct 07, 2026
Meadow Creek Wealth Advisors LLC History No change 16,846 1,272 0.78% 0.78% 892 0 0.0% Q2 2026 Aug 14, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 16,821 1,270 0.69% 0.69% 893 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 16,614 1,254 0.06% 0.06% 894 0 0.0% Q2 2026 Aug 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 16,540 1,248 0.1% 0.1% 895 0 0.0% Q2 2026 Aug 14, 2026
VIMA LLC History No change 16,531 1,248 1.22% 1.22% 896 0 0.0% Q2 2026 Jul 24, 2026
Curated Wealth Partners LLC History No change 16,522 1,247 0.14% 0.14% 897 0 0.0% Q2 2026 Aug 14, 2026
Maia Wealth LLC History No change 16,451 1,242 0.18% 0.18% 898 0 0.0% Q2 2026 Jul 28, 2026
TriCert Investment Counsel Inc. History No change 16,420 1,239 0.12% 0.12% 899 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 15,907 1,235 0.03% 0.03% 900 +97 0.61% Q3 2026 Oct 09, 2026
Ellis Investment Partners, LLC History No change 16,348 1,234 0.19% 0.19% 901 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 16,329 1,233 0.13% 0.13% 902 0 0.0% Q2 2026 Jul 27, 2026
AssuredPartners Investment Advisors, LLC History No change 16,306 1,231 0.12% 0.12% 903 0 0.0% Q2 2026 Aug 10, 2026
Atala Financial Inc History No change 16,262 1,227 0.75% 0.75% 904 0 0.0% Q2 2026 Jul 23, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 13,904 1,225 0.7% 0.7% 905 0 0.0% Q2 2026 Aug 19, 2026
Rose Capital Advisors LLC History No change 16,164 1,220 0.61% 0.61% 906 0 0.0% Q2 2026 Aug 07, 2026
Mraz, Amerine & Associates, Inc. History No change 16,129 1,217 0.17% 0.17% 907 0 0.0% Q2 2026 Jul 16, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 16,125 1,217 0.43% 0.43% 908 0 0.0% Q2 2026 Aug 03, 2026
WESPAC Advisors, LLC History No change 16,107 1,216 0.59% 0.59% 909 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 16,094 1,215 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 11, 2026
Clarion Wealth Managment Partners, LLC History No change 16,075 1,213 0.98% 0.98% 911 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 16,052 1,212 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 17, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 16,043 1,211 0.34% 0.34% 913 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 16,029 1,210 0.04% 0.04% 914 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 16,024 1,209 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 12, 2026
Keystone Wealth Services, LLC History No change 15,943 1,203 0.22% 0.22% 916 0 0.0% Q2 2026 Aug 05, 2026
Range Advisory, LLC History No change 15,910 1,201 0.14% 0.14% 917 0 0.0% Q2 2026 Sep 02, 2026
PRIVATE TRUST CO NA History No change 15,902 1,200 0.1% 0.1% 918 0 0.0% Q2 2026 Jul 28, 2026
Frankly Finances, LLC History No change 15,868 1,198 0.95% 0.95% 919 0 0.0% Q2 2026 Jul 15, 2026
Embree Financial Group History No change 15,694 1,185 0.12% 0.12% 920 0 0.0% Q2 2026 Jul 15, 2026
Oasis Advisors, LLC History No change 15,639 1,180 0.77% 0.77% 921 0 0.0% Q2 2026 Jul 30, 2026
Independent Wealth Network Inc. History No change 15,606 1,178 0.3% 0.3% 922 0 0.0% Q2 2026 Jul 20, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 15,598 1,177 0.2% 0.2% 923 0 0.0% Q2 2026 Aug 14, 2026
Cooke Wealth Management, LLC History No change 15,583 1,176 0.96% 0.96% 924 0 0.0% Q2 2026 Jul 16, 2026
Atwater Malick LLC History No change 15,573 1,175 0.26% 0.26% 925 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 15,504 1,170 0.1% 0.1% 926 0 0.0% Q2 2026 Aug 04, 2026
DMC Group, LLC History No change 15,478 1,168 0.8% 0.8% 927 0 0.0% Q2 2026 Jul 28, 2026
Nest Investments, LLC History No change 15,429 1,165 0.89% 0.89% 928 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 15,370 1,160 0.05% 0.05% 929 0 0.0% Q2 2026 Jul 28, 2026
CERTUITY, LLC History No change 15,312 1,156 0.06% 0.06% 930 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 15,256 1,152 0.09% 0.09% 931 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 15,259 1,152 0.06% 0.06% 932 0 0.0% Q2 2026 Aug 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 15,199 1,147 0.2% 0.2% 933 0 0.0% Q2 2026 Jul 21, 2026
REBALANCE, LLC History No change 15,137 1,142 0.06% 0.06% 934 0 0.0% Q2 2026 Jul 16, 2026
Guardian Partners Inc. History No change 15,125 1,142 0.1% 0.1% 935 0 0.0% Q2 2026 Jul 29, 2026
Tarbox Family Office, Inc. History No change 15,077 1,138 0.16% 0.16% 936 0 0.0% Q2 2026 Aug 03, 2026
Klingman & Associates, LLC History No change 15,015 1,133 0.05% 0.05% 937 0 0.0% Q2 2026 Jul 29, 2026
IBEX WEALTH ADVISORS History No change 15,013 1,133 0.09% 0.09% 938 0 0.0% Q2 2026 Jul 27, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 14,960 1,129 0.3% 0.3% 939 0 0.0% Q2 2026 Aug 10, 2026
Andrews Advisory Associates, LLC History No change 14,938 1,127 0.54% 0.54% 940 0 0.0% Q2 2026 Jul 17, 2026
May Hill Capital, LLC History No change 14,801 1,117 0.23% 0.23% 941 0 0.0% Q2 2026 Aug 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 14,760 1,114 0.07% 0.07% 942 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 14,744 1,113 0.12% 0.12% 943 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 14,714 1,111 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 14, 2026
MBL Wealth, LLC History No change 14,705 1,110 0.08% 0.08% 945 0 0.0% Q2 2026 Jul 15, 2026
A4 Wealth Advisors LLC History No change 14,685 1,108 0.73% 0.73% 946 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 14,627 1,104 0.04% 0.04% 947 0 0.0% Q2 2026 Aug 12, 2026
Spectrum Planning & Advisory Services Inc. History No change 14,573 1,100 0.49% 0.49% 948 0 0.0% Q2 2026 Jul 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 14,533 1,097 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 07, 2026
First Bank & Trust History No change 14,533 1,097 0.16% 0.16% 950 0 0.0% Q2 2026 Jul 09, 2026
PKS Advisory Services, LLC History No change 14,508 1,095 0.17% 0.17% 951 0 0.0% Q2 2026 Aug 04, 2026
Strengthening Families & Communities, LLC History No change 14,503 1,095 0.24% 0.24% 952 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 14,492 1,094 0.02% 0.02% 953 0 0.0% Q2 2026 Jul 31, 2026
DAVIS R M INC History No change 14,451 1,091 0.02% 0.02% 954 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Reduced 13,961 1,090 0.03% 0.03% 955 -1,947 -12.24% Q3 2026 Oct 07, 2026
Cornerstone Planning Group LLC History No change 14,008 1,088 0.14% 0.14% 956 0 0.0% Q2 2026 Jul 29, 2026
UPTICK PARTNERS, LLC History No change 14,348 1,083 0.17% 0.17% 957 0 0.0% Q2 2026 Aug 10, 2026
Generation Capital Management LLC History No change 14,250 1,076 0.66% 0.66% 958 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 13,774 1,075 0.03% 0.03% 959 -702 -4.85% Q3 2026 Oct 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 14,230 1,074 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 20, 2026
Keel Point, LLC History No change 14,233 1,074 0.06% 0.06% 961 0 0.0% Q2 2026 Aug 14, 2026
Auxano Advisors, LLC History No change 14,147 1,068 0.2% 0.2% 962 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 14,129 1,066 0.03% 0.03% 963 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 14,060 1,061 0.02% 0.02% 964 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 13,982 1,055 0.2% 0.2% 965 0 0.0% Q2 2026 Jul 23, 2026
Polaris Investment Advisors, LLC History No change 13,943 1,052 0.67% 0.67% 966 0 0.0% Q2 2026 Jul 09, 2026
Compass Wealth Management, LLC/GA History No change 13,838 1,044 0.42% 0.42% 967 0 0.0% Q2 2026 Jul 21, 2026
Wescott Financial Advisory Group, LLC History No change 13,788 1,041 0.08% 0.08% 968 0 0.0% Q2 2026 Aug 04, 2026
Greenspring Advisors, LLC History No change 13,634 1,029 0.06% 0.06% 969 0 0.0% Q2 2026 Aug 11, 2026
Aberdeen Wealth Management LLC History No change 13,612 1,027 0.49% 0.49% 970 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 13,606 1,027 0.14% 0.14% 971 0 0.0% Q2 2026 Aug 04, 2026
Blue Fin Capital, Inc. History No change 13,554 1,023 0.15% 0.15% 972 0 0.0% Q2 2026 Aug 04, 2026
ASPIRIANT, LLC History No change 13,468 1,016 0.03% 0.03% 973 0 0.0% Q2 2026 Jul 20, 2026
Cedar Wealth Management, LLC History No change 13,365 1,009 0.26% 0.26% 974 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History No change 13,352 1,008 0.06% 0.06% 975 0 0.0% Q2 2026 Aug 05, 2026
AA Financial Advisors, LLC History No change 13,351 1,008 0.12% 0.12% 976 0 0.0% Q2 2026 Jul 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,334 1,006 0.05% 0.05% 977 0 0.0% Q2 2026 Jul 28, 2026
MILLENNIUM MANAGEMENT LLC History No change 13,290 1,003 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 13,224 998 0.5% 0.5% 979 0 0.0% Q2 2026 Jul 22, 2026
Community Bank, N.A. History No change 13,044 984 0.11% 0.11% 980 0 0.0% Q2 2026 Aug 13, 2026
SWMG, LLC History No change 12,896 983 0.23% 0.23% 981 0 0.0% Q2 2026 Jul 15, 2026
Mill Capital Management, LLC History No change 12,994 981 0.07% 0.07% 982 0 0.0% Q2 2026 Aug 03, 2026
TopTier Wealth Management, LLC History No change 12,988 980 0.59% 0.59% 983 0 0.0% Q2 2026 Jul 14, 2026
Hanson & Doremus Investment Management History No change 12,894 974 0.1% 0.1% 984 0 0.0% Q2 2026 Jul 29, 2026
BOSTON FAMILY OFFICE LLC History No change 12,820 968 0.06% 0.06% 985 0 0.0% Q2 2026 Aug 12, 2026
Grey Ledge Advisors, LLC History No change 12,830 968 0.19% 0.19% 986 0 0.0% Q2 2026 Jul 27, 2026
Alpha Financial Partners LLC History No change 12,760 963 0.51% 0.51% 987 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 12,712 959 0.04% 0.04% 988 0 0.0% Q2 2026 Aug 04, 2026
Mission Creek Capital Partners, Inc. History No change 12,697 958 0.17% 0.17% 989 0 0.0% Q2 2026 Aug 14, 2026
JTC Employer Solutions Trustee Ltd History No change 12,632 954 0.08% 0.08% 990 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History No change 12,634 953 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 10, 2026
FFG Partners, LLC History No change 12,618 952 0.27% 0.27% 992 0 0.0% Q2 2026 Jul 09, 2026
Ameliora Wealth Management Ltd. History No change 12,500 943 0.28% 0.28% 993 0 0.0% Q2 2026 Jul 24, 2026
Atomic Invest LLC History No change 12,457 940 0.08% 0.08% 994 0 0.0% Q2 2026 Sep 25, 2026
Ascentis Independent Advisors History No change 12,355 932 2.51% 2.51% 995 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 12,280 927 0.01% 0.01% 996 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 12,289 927 0.07% 0.07% 997 0 0.0% Q2 2026 Aug 06, 2026
ICONIQ Capital, LLC History No change 12,247 924 0.03% 0.03% 998 0 0.0% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History No change 12,228 923 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 12,187 920 0.04% 0.04% 1000 0 0.0% Q2 2026 Aug 11, 2026
Global Financial Private Client, LLC History No change 12,186 920 0.25% 0.25% 1001 0 0.0% Q2 2026 Jul 20, 2026
Douglass Winthrop Advisors, LLC History No change 12,180 919 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 12,153 917 0.1% 0.1% 1003 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 12,090 912 0.05% 0.05% 1004 0 0.0% Q2 2026 Aug 06, 2026
North Forty Two & Co. History No change 12,069 911 0.77% 0.77% 1005 0 0.0% Q2 2026 Jul 24, 2026
Green Ridge Wealth Planning LLC History Added to 11,580 904 0.36% 0.37% 1006 +50 0.43% Q3 2026 Oct 08, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 11,573 903 0.24% 0.24% 1007 -802 -6.48% Q3 2026 Oct 02, 2026
GLR Partners, LLC History No change 11,970 903 0.42% 0.42% 1008 0 0.0% Q2 2026 Jul 27, 2026
Disciplined Investors, L.L.C. History No change 11,932 900 0.45% 0.45% 1009 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 11,916 899 0.13% 0.13% 1010 0 0.0% Q2 2026 Aug 03, 2026
Colony Family Offices, LLC History No change 11,820 892 0.2% 0.2% 1011 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 11,787 890 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 11,764 888 0.07% 0.07% 1013 0 0.0% Q2 2026 Aug 03, 2026
Exchange Bank History Reduced 11,259 879 0.54% 0.53% 1014 -24 -0.21% Q3 2026 Oct 07, 2026
Hobbs Group Advisors, LLC History No change 11,576 874 0.23% 0.23% 1015 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 14,324 874 0.31% 0.31% 1016 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 11,559 872 0.08% 0.08% 1017 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 11,536 871 0.06% 0.06% 1018 0 0.0% Q2 2026 Aug 12, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 11,526 870 0.09% 0.09% 1019 0 0.0% Q2 2026 Jul 16, 2026
Lantz Financial LLC History No change 11,471 866 0.16% 0.16% 1020 0 0.0% Q2 2026 Jul 09, 2026
Werba Rubin Papier Wealth Management History No change 11,443 864 0.1% 0.1% 1021 0 0.0% Q2 2026 Jul 27, 2026
GWN SECURITIES INC. History No change 11,432 863 0.14% 0.14% 1022 0 0.0% Q2 2026 Aug 05, 2026
DV Trading LLC History No change 10,620 847 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History No change 11,187 844 0.1% 0.1% 1024 0 0.0% Q2 2026 Jul 29, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 11,140 841 0.4% 0.4% 1025 0 0.0% Q2 2026 Jul 27, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History No change 11,120 839 0.65% 0.65% 1026 0 0.0% Q2 2026 Aug 07, 2026
Bogart Wealth, LLC History No change 11,083 836 0.03% 0.03% 1027 0 0.0% Q2 2026 Jul 24, 2026
17 CAPITAL PARTNERS, LLC History No change 11,080 836 0.38% 0.38% 1028 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 11,058 834 0.03% 0.03% 1029 0 0.0% Q2 2026 Aug 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 11,028 832 0.0% 0.0% 1030 0 0.0% Q2 2026 Aug 10, 2026
RCW Management, LLC History No change 11,020 832 0.75% 0.75% 1031 0 0.0% Q2 2026 Jul 21, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 11,007 831 0.06% 0.06% 1032 0 0.0% Q2 2026 Jul 28, 2026
RAINIER FAMILY WEALTH INC History No change 10,957 827 0.47% 0.47% 1033 0 0.0% Q2 2026 Jul 15, 2026
Diesslin Group, Inc. History No change 10,904 823 0.32% 0.32% 1034 0 0.0% Q2 2026 Jul 02, 2026
American Trust History No change 10,881 821 0.06% 0.06% 1035 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 10,870 820 0.13% 0.13% 1036 0 0.0% Q2 2026 Jul 24, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 10,869 820 0.69% 0.69% 1037 0 0.0% Q2 2026 Aug 03, 2026
Riverpoint Wealth Management Holdings, LLC History No change 10,779 813 0.15% 0.15% 1038 0 0.0% Q2 2026 Jul 27, 2026
Beacon Financial Advisory LLC History No change 10,772 813 0.16% 0.16% 1039 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 10,770 813 0.08% 0.08% 1040 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Financial Group, Inc. History No change 10,737 810 0.12% 0.12% 1041 0 0.0% Q2 2026 Jul 24, 2026
Fairvoy Private Wealth, LLC History No change 10,735 810 0.16% 0.16% 1042 0 0.0% Q2 2026 Jul 17, 2026
Sharper & Granite LLC History No change 10,689 807 0.25% 0.25% 1043 0 0.0% Q2 2026 Jul 16, 2026
Compass Financial Group, Inc. (Ohio) History No change 10,665 805 0.54% 0.54% 1044 0 0.0% Q2 2026 Aug 12, 2026
Birch Hill Investment Advisors LLC History No change 10,652 804 0.03% 0.03% 1045 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 10,660 804 0.23% 0.23% 1046 0 0.0% Q2 2026 Aug 06, 2026
Sheridan Capital Management, LLC History No change 10,610 801 0.39% 0.39% 1047 0 0.0% Q2 2026 Aug 07, 2026
Texas Yale Capital Corp. History No change 10,600 800 0.02% 0.02% 1048 0 0.0% Q2 2026 Aug 12, 2026
Advance Capital Management, Inc. History No change 10,600 800 0.03% 0.03% 1049 0 0.0% Q2 2026 Aug 12, 2026
Hoxton Planning & Management, LLC History No change 10,585 799 0.21% 0.21% 1050 0 0.0% Q2 2026 Jul 16, 2026
CENTRAL BANK & TRUST CO History Reduced 10,216 797 0.11% 0.11% 1051 -390 -3.68% Q3 2026 Oct 09, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 10,153 792 0.09% 0.09% 1052 0 0.0% Q3 2026 Oct 08, 2026
Nova Wealth Management, Inc. History No change 10,496 792 0.44% 0.44% 1053 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 10,486 791 0.16% 0.16% 1054 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History Added to 10,065 786 0.12% 0.06% 1055 +4,982 98.01% Q3 2026 Oct 09, 2026
Astoria Portfolio Advisors LLC. History No change 10,417 786 0.13% 0.13% 1056 0 0.0% Q2 2026 Jul 28, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 10,379 783 0.02% 0.02% 1057 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 9,815 783 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Reduced 10,019 782 0.02% 0.02% 1059 -95 -0.94% Q3 2026 Oct 02, 2026
Quantum Portfolio Management LLC History No change 10,338 780 0.28% 0.28% 1060 0 0.0% Q2 2026 Aug 14, 2026
Urban Wealth Management, LLC History No change 10,322 779 0.68% 0.68% 1061 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 10,294 777 0.2% 0.2% 1062 0 0.0% Q2 2026 Jul 28, 2026
Avid Wealth Partners LLC History No change 10,296 777 0.38% 0.38% 1063 0 0.0% Q2 2026 Aug 03, 2026
BXM Wealth LLC History No change 10,300 777 0.42% 0.42% 1064 0 0.0% Q2 2026 Jul 24, 2026
Valmark Advisers, Inc. History No change 10,244 773 0.01% 0.01% 1065 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 10,240 773 0.28% 0.28% 1066 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Wealth Advisors History No change 10,215 771 0.26% 0.26% 1067 0 0.0% Q2 2026 Jul 31, 2026
Town Capital LLC History No change 10,203 770 0.49% 0.49% 1068 0 0.0% Q2 2026 Jul 27, 2026
Cove Private Wealth, LLC History No change 10,195 769 0.15% 0.15% 1069 0 0.0% Q2 2026 Jul 31, 2026
APPLETON PARTNERS INC/MA History No change 10,150 766 0.05% 0.05% 1070 0 0.0% Q2 2026 Jul 21, 2026
LVW Advisors, LLC History No change 10,120 764 0.07% 0.07% 1071 0 0.0% Q2 2026 Jul 15, 2026
SENTINEL PENSION ADVISORS, LLC History No change 10,127 764 0.1% 0.1% 1072 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 10,093 762 0.16% 0.16% 1073 0 0.0% Q2 2026 Jul 23, 2026
South Shore Capital Advisors History No change 10,086 761 0.51% 0.51% 1074 0 0.0% Q2 2026 Jul 30, 2026
Swisher Financial Concepts, Inc. History No change 10,071 760 0.48% 0.48% 1075 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Capital, LLC History No change 9,704 757 0.04% 0.04% 1076 0 0.0% Q3 2026 Oct 08, 2026
PENNINGTON PARTNERS & CO., LLC History No change 10,035 757 0.24% 0.24% 1077 0 0.0% Q2 2026 Aug 14, 2026
Entelevest, LLC History No change 10,030 757 0.65% 0.65% 1078 0 0.0% Q2 2026 Jul 22, 2026
Perkins Coie Trust Co History No change 10,014 756 0.13% 0.13% 1079 0 0.0% Q2 2026 Jul 09, 2026
Belpointe Asset Management LLC History No change 10,021 756 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 31, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 10,000 755 0.06% 0.06% 1081 0 0.0% Q2 2026 Jul 16, 2026
Crestwood Advisors Group, LLC History No change 9,997 754 0.01% 0.01% 1082 0 0.0% Q2 2026 Aug 03, 2026
BDFS Capital LLC History No change 9,966 752 0.33% 0.33% 1083 0 0.0% Q2 2026 Jul 15, 2026
Facet Wealth, Inc. History No change 9,956 751 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 27, 2026
Riggs Asset Managment Co. Inc. History No change 9,915 748 0.13% 0.13% 1085 0 0.0% Q2 2026 Jul 29, 2026
Blue Chip Partners, LLC History No change 9,843 743 0.05% 0.05% 1086 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 9,775 738 0.01% 0.01% 1087 0 0.0% Q2 2026 Jul 24, 2026
First Heartland Consultants, Inc. History Reduced 9,437 737 0.05% 0.05% 1088 -801 -7.82% Q3 2026 Oct 08, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 9,748 736 0.07% 0.07% 1089 0 0.0% Q2 2026 Jul 13, 2026
J. Safra Sarasin Holding AG History No change 9,718 734 0.01% 0.01% 1090 0 0.0% Q2 2026 Jul 31, 2026
Frank, Rimerman Advisors LLC History No change 9,729 734 0.04% 0.04% 1091 0 0.0% Q2 2026 Jul 27, 2026
EPG Wealth Management LLC History No change 9,670 730 0.17% 0.17% 1092 0 0.0% Q2 2026 Jul 28, 2026
Councilor Wealth, LLC History Reduced 9,335 729 0.3% 0.29% 1094 -42 -0.45% Q3 2026 Oct 09, 2026
Hirtle & Co., LLC History No change 9,658 729 0.02% 0.02% 1093 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 9,605 725 0.06% 0.06% 1095 0 0.0% Q2 2026 Aug 04, 2026
GC Wealth Management RIA, LLC History No change 9,601 724 0.04% 0.04% 1096 0 0.0% Q2 2026 Jul 16, 2026
Barnes Wealth Management Group, Inc History No change 9,581 723 0.33% 0.33% 1097 0 0.0% Q2 2026 Jul 24, 2026
DOLIVER ADVISORS, LP History No change 9,215 719 0.16% 0.16% 1098 0 0.0% Q3 2026 Oct 01, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 9,519 718 0.23% 0.23% 1099 0 0.0% Q2 2026 Jul 15, 2026
SWP FINANCIAL LLC History No change 9,500 717 0.33% 0.33% 1100 0 0.0% Q2 2026 Jul 24, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 9,475 715 0.11% 0.11% 1101 0 0.0% Q2 2026 Jul 29, 2026
KKM Financial LLC History No change 9,461 714 0.1% 0.1% 1102 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 9,295 713 0.46% 0.46% 1103 0 0.0% Q2 2026 Jul 09, 2026
COZAD ASSET MANAGEMENT INC History No change 9,419 711 0.05% 0.05% 1104 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 9,414 710 0.17% 0.17% 1105 0 0.0% Q2 2026 Jul 22, 2026
COFG Advisors, LLC History No change 9,378 708 0.12% 0.12% 1106 0 0.0% Q2 2026 Aug 14, 2026
PETRA FINANCIAL ADVISORS INC History No change 9,372 707 0.33% 0.33% 1107 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 9,347 705 0.04% 0.04% 1108 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Co / SC History No change 9,350 705 0.09% 0.09% 1109 0 0.0% Q2 2026 Aug 11, 2026
Benchmark Financial Wealth Advisors, LLC History No change 9,321 703 0.17% 0.17% 1110 0 0.0% Q2 2026 Jul 17, 2026
Towne Trust Company, N.A History No change 9,291 701 0.21% 0.21% 1111 0 0.0% Q2 2026 Jul 30, 2026
Mission Financial Group, LLC History No change 9,273 700 0.58% 0.58% 1112 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 9,214 695 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors Wealth Management, LLC History Reduced 8,873 692 0.08% 0.2% 1116 -13,953 -61.13% Q3 2026 Oct 09, 2026
STALEY CAPITAL ADVISERS INC History No change 9,176 692 0.03% 0.03% 1114 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 9,176 692 0.08% 0.08% 1115 0 0.0% Q2 2026 Jul 09, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 9,169 692 0.17% 0.17% 1117 0 0.0% Q2 2026 Jul 21, 2026
JFS WEALTH ADVISORS, LLC History No change 9,158 691 0.03% 0.03% 1118 0 0.0% Q2 2026 Jul 10, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 9,151 690 0.06% 0.06% 1119 0 0.0% Q2 2026 Aug 14, 2026
SFE Investment Counsel History No change 9,124 688 0.09% 0.09% 1120 0 0.0% Q2 2026 Aug 05, 2026
INGALLS & SNYDER LLC History No change 9,098 687 0.02% 0.02% 1121 0 0.0% Q2 2026 Aug 14, 2026
TCFG Investment Advisors, LLC History No change 9,086 686 0.23% 0.23% 1122 0 0.0% Q2 2026 Jul 17, 2026
Advisory Advocates, LLC History No change 9,077 685 0.59% 0.59% 1123 0 0.0% Q2 2026 Aug 10, 2026
Archford Capital Strategies, LLC History No change 9,049 683 0.07% 0.07% 1124 0 0.0% Q2 2026 Jul 17, 2026
Financial Gravity Companies, Inc. History No change 9,000 679 0.11% 0.11% 1125 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 9,000 679 0.05% 0.05% 1126 0 0.0% Q2 2026 Jul 16, 2026
Nilsine Partners, LLC History No change 8,973 677 0.05% 0.05% 1127 0 0.0% Q2 2026 Jul 24, 2026
United Asset Strategies, Inc. History No change 8,953 676 0.05% 0.05% 1128 0 0.0% Q2 2026 Jul 13, 2026
Three Cord True Wealth Management, LLC History No change 8,956 676 0.32% 0.32% 1129 0 0.0% Q2 2026 Jul 23, 2026
FOSTER & MOTLEY INC History No change 8,914 673 0.03% 0.03% 1130 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 8,900 672 0.02% 0.02% 1131 0 0.0% Q2 2026 Jul 31, 2026
BKM Wealth Management, LLC History No change 8,824 666 0.24% 0.24% 1132 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,764 661 0.01% 0.01% 1133 0 0.0% Q2 2026 Aug 13, 2026
First Growth Capital LLC History No change 8,698 656 0.5% 0.5% 1134 0 0.0% Q2 2026 Jul 16, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 8,600 649 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 17, 2026
Amundi History No change 8,600 649 0.0% 0.0% 1136 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 8,587 648 0.09% 0.09% 1137 0 0.0% Q2 2026 Aug 10, 2026
WORLD EQUITY GROUP, INC. History No change 8,576 647 0.14% 0.14% 1138 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Advisors LLC History No change 7,978 647 0.55% 0.55% 1139 0 0.0% Q2 2026 Aug 07, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 8,566 646 0.01% 0.01% 1140 0 0.0% Q2 2026 Aug 11, 2026
High Point Wealth Management, LLC History No change 8,547 645 0.53% 0.53% 1141 0 0.0% Q2 2026 Jul 20, 2026
Aureus Asset Management, LLC History No change 8,531 644 0.04% 0.04% 1142 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 8,532 644 0.05% 0.05% 1143 0 0.0% Q2 2026 Jul 09, 2026
Compass Ion Advisors, LLC History No change 8,520 643 0.06% 0.06% 1144 0 0.0% Q2 2026 Aug 12, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,601 642 0.17% 0.17% 1145 0 0.0% Q2 2026 Jul 30, 2026
Plante Moran Financial Advisors, LLC History No change 8,515 642 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 06, 2026
Traveka Wealth, LLC History No change 8,506 642 0.21% 0.21% 1147 0 0.0% Q2 2026 Jul 21, 2026
First Nebraska Trust Co History No change 8,500 641 0.05% 0.05% 1148 0 0.0% Q2 2026 Aug 12, 2026
Beckerman Institutional, LLC History No change 8,431 636 0.3% 0.3% 1149 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 7,179 632 0.11% 0.11% 1150 0 0.0% Q2 2026 Aug 03, 2026
Tacita Capital Inc History No change 8,382 632 0.34% 0.34% 1151 0 0.0% Q2 2026 Aug 10, 2026
J.M. Arbour, LLC History No change 8,341 629 0.54% 0.54% 1152 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History No change 8,275 624 0.13% 0.13% 1153 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 8,253 623 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 11, 2026
Worth Financial Advisory Group, LLC History No change 8,252 623 0.26% 0.26% 1155 0 0.0% Q2 2026 Jul 30, 2026
TCW GROUP INC History No change 8,195 618 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 03, 2026
Pallas Capital Advisors LLC History No change 8,157 615 0.02% 0.02% 1157 0 0.0% Q2 2026 Aug 07, 2026
Acorn Wealth Advisors, LLC History No change 8,119 613 0.15% 0.15% 1158 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 8,112 612 0.04% 0.04% 1159 0 0.0% Q2 2026 Jul 17, 2026
MEYER HANDELMAN CO History No change 8,071 609 0.02% 0.02% 1160 0 0.0% Q2 2026 Aug 03, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 8,061 608 0.27% 0.27% 1161 0 0.0% Q2 2026 Jul 09, 2026
IFC & Insurance Marketing, Inc. History No change 8,036 606 0.53% 0.53% 1162 0 0.0% Q2 2026 Jul 09, 2026
Index Technologies Group LLC History No change 7,973 602 0.48% 0.48% 1163 0 0.0% Q2 2026 Aug 14, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 7,976 602 1.7% 1.7% 1164 0 0.0% Q2 2026 Jul 30, 2026
Integrated Investment Consultants, LLC History No change 7,972 601 0.12% 0.12% 1165 0 0.0% Q2 2026 Aug 17, 2026
REGIMEN WEALTH, LLC History No change 7,906 600 0.16% 0.16% 1166 0 0.0% Q2 2026 Aug 05, 2026
Colter Lewis Investment Partners LLC History No change 7,946 600 0.27% 0.27% 1167 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 7,618 594 0.05% 0.08% 1168 -4,823 -38.77% Q3 2026 Oct 07, 2026
Haverford Trust Co History No change 7,845 592 0.01% 0.01% 1169 0 0.0% Q2 2026 Aug 12, 2026
Stegent Equity Advisors, Inc. History No change 7,832 591 0.42% 0.42% 1170 0 0.0% Q2 2026 Jul 29, 2026
PATTEN & PATTEN INC/TN History No change 7,818 590 0.03% 0.03% 1171 0 0.0% Q2 2026 Aug 05, 2026
WHALEROCK POINT PARTNERS, LLC History No change 7,811 589 0.1% 0.1% 1172 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 7,524 587 0.01% 0.01% 1173 +487 6.92% Q3 2026 Oct 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,786 587 0.03% 0.03% 1174 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 7,776 587 0.23% 0.23% 1175 0 0.0% Q2 2026 Aug 05, 2026
Clearbridge Investments, LLC History No change 7,701 581 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 7,600 573 0.21% 0.21% 1177 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 7,568 571 0.02% 0.02% 1178 0 0.0% Q2 2026 Jul 21, 2026
Lakeridge Wealth Management LLC History No change 7,536 569 0.21% 0.21% 1179 0 0.0% Q2 2026 Jul 14, 2026
Financial Partners Group, Inc History No change 7,522 567 0.06% 0.06% 1180 0 0.0% Q2 2026 Jul 23, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 7,500 566 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 30, 2026
ARRIEN INVESTMENTS, INC. History No change 7,500 566 0.29% 0.29% 1182 0 0.0% Q2 2026 Jul 30, 2026
Envision Financial Planning, LLC History No change 7,489 565 0.18% 0.18% 1183 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 7,484 565 0.03% 0.03% 1184 0 0.0% Q2 2026 Aug 04, 2026
Galvin, Gaustad & Stein, LLC History Added to 7,232 564 0.04% 0.04% 1186 +12 0.17% Q3 2026 Oct 08, 2026
GREENWOOD GEARHART LLC History No change 7,479 564 0.03% 0.03% 1185 0 0.0% Q2 2026 Jul 24, 2026
Presidio Capital Management, LLC History No change 7,467 563 0.14% 0.14% 1187 0 0.0% Q2 2026 Jul 14, 2026
Whelan Financial History No change 7,450 562 0.15% 0.15% 1188 0 0.0% Q2 2026 Jul 24, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 7,420 560 0.12% 0.12% 1189 0 0.0% Q2 2026 Jul 16, 2026
Visionary Wealth Advisors History No change 7,420 560 0.02% 0.02% 1190 0 0.0% Q2 2026 Aug 13, 2026
Fortune Financial Group, Inc. History No change 7,404 559 0.44% 0.44% 1191 0 0.0% Q2 2026 Jul 24, 2026
DURANTE & WATERS, LLC History No change 7,380 557 0.36% 0.36% 1192 0 0.0% Q2 2026 Aug 10, 2026
Soltis Investment Advisors LLC History No change 7,374 556 0.03% 0.03% 1193 0 0.0% Q2 2026 Jul 31, 2026
CGN Advisors LLC History No change 7,360 555 0.04% 0.04% 1194 0 0.0% Q2 2026 Jul 06, 2026
CHANNEL WEALTH LLC History No change 7,362 555 0.12% 0.12% 1195 0 0.0% Q2 2026 Aug 04, 2026
Fisher Asset Management, LLC History No change 7,337 554 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 04, 2026
Fiduciary Alliance LLC History No change 7,344 554 0.04% 0.04% 1197 0 0.0% Q2 2026 Jul 20, 2026
Indiana Trust & Investment Management Co History No change 7,307 551 0.15% 0.15% 1198 0 0.0% Q2 2026 Jul 22, 2026
Aries Wealth Management History No change 7,247 547 0.11% 0.11% 1199 0 0.0% Q2 2026 Jul 24, 2026
Petersen Hastings Wealth Advisors Inc. History No change 7,220 545 0.05% 0.05% 1200 0 0.0% Q2 2026 Jul 17, 2026
Capital Squared Financial LLC History No change 7,211 544 0.36% 0.36% 1201 0 0.0% Q2 2026 Jul 21, 2026
Chesley Taft & Associates LLC History No change 7,202 543 0.02% 0.02% 1202 0 0.0% Q2 2026 Jul 08, 2026
SMART Wealth LLC History No change 7,190 542 0.12% 0.12% 1203 0 0.0% Q2 2026 Aug 05, 2026
First City Capital Management, Inc. History No change 7,139 539 0.26% 0.26% 1204 0 0.0% Q2 2026 Jul 13, 2026
Financial Synergies Wealth Advisors, Inc. History No change 7,143 539 0.05% 0.05% 1205 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 7,054 535 0.03% 0.03% 1206 0 0.0% Q2 2026 Jul 22, 2026
Solidarity Wealth, LLC History No change 7,087 535 0.09% 0.09% 1207 0 0.0% Q2 2026 Jul 31, 2026
Ellevest, Inc. History No change 11,122 534 0.06% 0.06% 1208 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History No change 7,050 532 0.02% 0.02% 1209 0 0.0% Q2 2026 Jul 29, 2026
Benchmark Investment Advisors LLC History No change 7,036 531 0.23% 0.23% 1210 0 0.0% Q2 2026 Aug 12, 2026
Midwest Financial Group LLC History No change 7,024 530 0.19% 0.19% 1211 0 0.0% Q2 2026 Jul 21, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 6,997 528 0.03% 0.03% 1212 0 0.0% Q2 2026 Jul 29, 2026
Nemes Rush Group LLC History No change 6,982 527 0.04% 0.04% 1213 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 6,950 524 0.01% 0.01% 1214 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 6,929 523 0.03% 0.03% 1215 0 0.0% Q2 2026 Jul 16, 2026
Journey Advisory Group, LLC History No change 6,927 523 0.04% 0.04% 1216 0 0.0% Q2 2026 Aug 04, 2026
WEST PACES ADVISORS INC. History No change 6,939 523 0.09% 0.09% 1217 0 0.0% Q2 2026 Jul 17, 2026
Regent Peak Wealth Advisors LLC History No change 6,898 520 0.1% 0.1% 1218 0 0.0% Q2 2026 Jul 10, 2026
Cambridge Advisors Inc. History No change 6,863 518 0.09% 0.09% 1219 0 0.0% Q2 2026 Jul 16, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,861 518 0.06% 0.06% 1220 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 6,857 517 0.43% 0.43% 1221 0 0.0% Q2 2026 Jul 22, 2026
Atlas Wealth Partners, LLC History No change 6,847 517 0.56% 0.56% 1222 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 6,845 516 0.03% 0.03% 1223 0 0.0% Q2 2026 Aug 05, 2026
XML Financial, LLC History No change 6,842 516 0.04% 0.04% 1224 0 0.0% Q2 2026 Jul 24, 2026
Armstrong, Fleming & Moore, Inc History No change 6,839 516 0.17% 0.17% 1225 0 0.0% Q2 2026 Jul 28, 2026
FULTON BANK, N.A. History No change 6,824 515 0.02% 0.02% 1226 0 0.0% Q2 2026 Jul 09, 2026
Calamos Wealth Management LLC History No change 6,812 514 0.02% 0.02% 1227 0 0.0% Q2 2026 Jul 31, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 6,815 514 0.25% 0.25% 1228 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Resources Advisor Group, Inc. History No change 6,816 514 0.43% 0.43% 1229 0 0.0% Q2 2026 Jul 29, 2026
Clarity Financial LLC History No change 6,796 513 0.04% 0.04% 1230 0 0.0% Q2 2026 Jul 20, 2026
McAlvany Wealth Management LLC History No change 6,800 513 0.38% 0.38% 1231 0 0.0% Q2 2026 Jul 23, 2026
Itau Unibanco Holding S.A. History No change 6,784 512 0.01% 0.01% 1232 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 6,782 512 0.03% 0.03% 1233 0 0.0% Q2 2026 Aug 05, 2026
CRA Financial Services, LLC History No change 6,771 511 0.06% 0.06% 1234 0 0.0% Q2 2026 Jul 24, 2026
REAP Financial Group, LLC History No change 6,761 510 0.09% 0.09% 1235 0 0.0% Q2 2026 Aug 04, 2026
Madson Wealth Advisors Inc History No change 6,754 509 0.35% 0.35% 1236 0 0.0% Q2 2026 Jul 21, 2026
Sand Hill Global Advisors, LLC History No change 6,722 507 0.02% 0.02% 1237 0 0.0% Q2 2026 Aug 11, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 6,717 507 0.79% 0.79% 1238 0 0.0% Q2 2026 Aug 11, 2026
Marble Wealth, LLC History No change 6,726 507 0.08% 0.08% 1239 0 0.0% Q2 2026 Aug 07, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 6,692 505 0.11% 0.11% 1240 0 0.0% Q2 2026 Jul 07, 2026
Dynamic Financial Group History No change 6,686 504 0.38% 0.38% 1241 0 0.0% Q2 2026 Jul 27, 2026
WealthNavi Inc. History No change 6,653,240 502 3.93% 3.93% 1242 0 0.0% Q2 2026 Jul 23, 2026
Kiker Wealth Management, LLC History No change 6,650 502 0.2% 0.2% 1243 0 0.0% Q2 2026 Jul 30, 2026
SageView Advisory Group, LLC History No change 6,635 501 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 10, 2026
Wynn Capital, LLC History No change 6,646 501 0.22% 0.22% 1245 0 0.0% Q2 2026 Jul 08, 2026
West Branch Capital LLC History No change 6,630 500 0.12% 0.12% 1246 0 0.0% Q2 2026 Jul 10, 2026
Retirement Wealth Solutions LLC History Added to 6,386 498 0.26% 0.26% 1248 +223 3.62% Q3 2026 Oct 07, 2026
Independence Bank of Kentucky History No change 6,602 498 0.06% 0.06% 1247 0 0.0% Q2 2026 Jul 13, 2026
BostonPremier Wealth LLC History No change 6,600 498 0.21% 0.21% 1249 0 0.0% Q2 2026 Jul 24, 2026
IKE Capital, LLC History No change 6,600 498 0.26% 0.26% 1250 0 0.0% Q2 2026 Sep 16, 2026
COOPER/HAIMS ADVISORS, LLC History No change 6,548 494 0.21% 0.21% 1251 0 0.0% Q2 2026 Aug 14, 2026
Magnolia Private Wealth, LLC History No change 6,544 494 0.27% 0.27% 1252 0 0.0% Q2 2026 Aug 05, 2026
Copia Wealth Management History No change 6,510 491 0.29% 0.29% 1253 0 0.0% Q2 2026 Aug 17, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 6,280 490 0.06% 0.06% 1254 -130 -2.03% Q3 2026 Oct 08, 2026
NIXON PEABODY TRUST CO History No change 6,479 489 0.03% 0.03% 1255 0 0.0% Q2 2026 Jul 27, 2026
Pullen Investment Management, LLC History No change 6,487 489 0.23% 0.23% 1256 0 0.0% Q2 2026 Jul 28, 2026
SmartHarvest Portfolios, LLC History No change 6,485 489 0.16% 0.16% 1257 0 0.0% Q2 2026 Aug 04, 2026
Pitcairn Wealth Advisors LLC History No change 6,465 488 0.05% 0.05% 1258 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 6,454 487 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 14, 2026
Orcam Financial Group History No change 6,437 486 0.24% 0.24% 1260 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 6,375 481 0.01% 0.01% 1261 0 0.0% Q2 2026 Jul 31, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,375 481 0.05% 0.05% 1262 0 0.0% Q2 2026 Jul 28, 2026
LiftPoint Family Wealth Advisors LLC History No change 6,343 478 0.32% 0.32% 1263 0 0.0% Q2 2026 Aug 05, 2026
Genesis Wealth Advisors, LLC History No change 6,326 477 0.29% 0.29% 1264 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History Reduced 6,132 476 0.02% 0.03% 1265 -1,539 -20.06% Q3 2026 Oct 09, 2026
GARRISON POINT ADVISORS, LLC History No change 6,305 476 0.19% 0.19% 1266 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Street Advisors LLC History No change 6,233 475 0.42% 0.42% 1267 0 0.0% Q2 2026 Jul 24, 2026
WASHINGTON TRUST Co History No change 6,285 474 0.01% 0.01% 1268 0 0.0% Q2 2026 Aug 03, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 6,281 474 0.0% 0.0% 1269 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 6,290 474 0.04% 0.04% 1270 0 0.0% Q2 2026 Jul 14, 2026
TCP Asset Management, LLC History No change 6,275 473 0.05% 0.05% 1271 0 0.0% Q2 2026 Jul 15, 2026
Wealth Architects, LLC History No change 6,257 472 0.04% 0.04% 1272 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 6,254 472 0.0% 0.0% 1273 0 0.0% Q2 2026 Aug 12, 2026
MRP Capital Investments, LLC History No change 6,250 471 0.35% 0.35% 1274 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 6,220 469 0.12% 0.12% 1275 0 0.0% Q2 2026 Jul 07, 2026
Elm Partners Management LLC History No change 6,210 468 0.01% 0.01% 1276 0 0.0% Q2 2026 Oct 07, 2026
Reliant Wealth Planning History No change 6,198 468 0.13% 0.13% 1277 0 0.0% Q2 2026 Aug 07, 2026
VAN ECK ASSOCIATES CORP History No change 6,194 467 0.0% 0.0% 1278 0 0.0% Q2 2026 Aug 14, 2026
Compton Wealth Advisory Group, LLC History No change 6,153 467 0.09% 0.09% 1279 0 0.0% Q2 2026 Jul 21, 2026
Joseph P. Lucia & Associates, LLC History No change 6,188 467 0.14% 0.14% 1280 0 0.0% Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History Added to 5,938 463 0.08% 0.07% 1281 +688 13.1% Q3 2026 Oct 05, 2026
City Center Advisors, LLC History Reduced 5,921 462 0.35% 0.36% 1282 -4 -0.07% Q3 2026 Oct 07, 2026
Spinnaker Investment Group, LLC History No change 6,086 459 0.07% 0.07% 1283 0 0.0% Q2 2026 Jul 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 6,066 458 0.03% 0.03% 1284 0 0.0% Q2 2026 Aug 14, 2026
Clay Northam Wealth Management, LLC History No change 6,074 458 0.23% 0.23% 1285 0 0.0% Q2 2026 Aug 10, 2026
Integrity Investment Advisors, LLC History No change 6,068 458 0.2% 0.2% 1286 0 0.0% Q2 2026 Jul 21, 2026
Williams & Novak Wealth Management, LLC History Reduced 5,834 455 0.27% 0.3% 1288 -90 -1.52% Q3 2026 Oct 09, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,955 455 0.3% 0.3% 1287 0 0.0% Q2 2026 Jul 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 6,023 454 0.05% 0.05% 1289 0 0.0% Q2 2026 Jul 07, 2026
Tortoise Investment Management, LLC History No change 6,003 453 0.03% 0.03% 1290 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 5,991 452 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 5,983 451 0.03% 0.03% 1292 0 0.0% Q2 2026 Aug 03, 2026
LEIGH BALDWIN & CO., LLC History No change 5,972 450 0.24% 0.24% 1293 0 0.0% Q2 2026 Aug 13, 2026
Twin Lakes Capital Management, LLC History No change 5,969 450 0.17% 0.17% 1294 0 0.0% Q2 2026 Aug 17, 2026
Tactive Advisors, LLC History No change 5,767 450 0.11% 0.11% 1295 0 0.0% Q3 2026 Oct 08, 2026
FLAGSTAR SECURITIES, INC History No change 5,950 449 0.14% 0.14% 1296 0 0.0% Q2 2026 Jul 15, 2026
Catalyst Investment Management LLC History No change 5,915 446 0.4% 0.4% 1297 0 0.0% Q2 2026 Aug 10, 2026
Catawba River Capital History No change 5,898 445 0.2% 0.2% 1298 0 0.0% Q2 2026 Jul 22, 2026
DDD Partners, LLC History No change 5,818 439 0.03% 0.03% 1299 0 0.0% Q2 2026 Aug 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,805 438 0.01% 0.01% 1300 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 5,811 438 0.02% 0.02% 1301 0 0.0% Q2 2026 Jul 29, 2026
Concentrum Wealth Management History No change 5,794 437 0.1% 0.1% 1302 0 0.0% Q2 2026 Aug 06, 2026
Legacy Edge Advisors, LLC History No change 5,765 435 0.04% 0.04% 1303 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 5,743 433 0.05% 0.05% 1304 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 5,700 430 0.03% 0.03% 1305 0 0.0% Q2 2026 Jul 07, 2026
PlanVest Financial, Inc History No change 5,706 430 0.29% 0.29% 1306 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 5,683 429 0.02% 0.02% 1307 0 0.0% Q2 2026 Aug 06, 2026
Procyon Advisors, LLC History No change 5,671 428 0.02% 0.02% 1308 0 0.0% Q2 2026 Jul 09, 2026
Pillar Financial Advisors, LLC History No change 5,670 428 0.22% 0.22% 1309 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 4,847 427 0.3% 0.3% 1310 0 0.0% Q2 2026 Sep 17, 2026
Helium Advisors LLC History No change 5,630 425 0.35% 0.35% 1311 0 0.0% Q2 2026 Aug 11, 2026
PINKERTON WEALTH, LLC History No change 4,801 423 0.04% 0.04% 1312 0 0.0% Q2 2026 Jul 30, 2026
Certified Advisory Corp History No change 5,605 423 0.03% 0.03% 1313 0 0.0% Q2 2026 Jul 16, 2026
Empirical Asset Management, LLC History No change 5,613 423 0.1% 0.1% 1314 0 0.0% Q2 2026 Aug 10, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 5,591 422 0.01% 0.01% 1315 0 0.0% Q2 2026 Aug 13, 2026
ARS Wealth Advisors Group, LLC History No change 5,594 422 0.03% 0.03% 1316 0 0.0% Q2 2026 Jul 16, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History New 5,398 421 0.1% — 1318 +5,398 New Q3 2026 Oct 06, 2026
Strategic Financial Concepts, LLC History No change 5,579 421 0.13% 0.13% 1317 0 0.0% Q2 2026 Jul 27, 2026
Investment Advisory Group, LLC History No change 5,564 420 0.09% 0.09% 1319 0 0.0% Q2 2026 Aug 06, 2026
W ADVISORS, LLC History No change 5,573 420 0.19% 0.19% 1320 0 0.0% Q2 2026 Jul 31, 2026
Avantax Planning Partners, Inc. History No change 5,539 418 0.01% 0.01% 1321 0 0.0% Q2 2026 Jul 28, 2026
Rossmore Private Capital History No change 5,540 418 0.03% 0.03% 1322 0 0.0% Q2 2026 Jul 31, 2026
Future Financial Wealth Managment LLC History No change 5,500 418 0.26% 0.26% 1323 0 0.0% Q2 2026 Jul 24, 2026
SEI INVESTMENTS CO History No change 5,529 417 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 14, 2026
Arbor Investment Advisors, LLC History No change 5,521 416 0.05% 0.05% 1325 0 0.0% Q2 2026 Jul 24, 2026
Sankala Group LLC History No change 5,081 416 0.28% 0.28% 1326 0 0.0% Q2 2026 Aug 18, 2026
Rossby Financial, LCC History No change 5,506 415 0.08% 0.08% 1327 0 0.0% Q2 2026 Aug 04, 2026
Busey Bank History No change 5,485 414 0.01% 0.01% 1328 0 0.0% Q2 2026 Aug 13, 2026
Teamwork Financial Advisors, LLC History No change 5,495 414 0.04% 0.04% 1329 0 0.0% Q2 2026 Jul 08, 2026
MAYPORT, LLC History No change 5,447 411 0.06% 0.06% 1330 0 0.0% Q2 2026 Aug 07, 2026
Alken Asset Management Ltd History No change 7,400 410 0.46% 0.46% 1331 0 0.0% Q2 2026 Jul 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 5,419 409 0.33% 0.33% 1332 0 0.0% Q2 2026 Jul 15, 2026
Aspen Investment Management Inc History No change 5,408 408 0.11% 0.11% 1333 0 0.0% Q2 2026 Jul 17, 2026
PRENTISS SMITH & CO INC History No change 5,391 407 0.22% 0.22% 1334 0 0.0% Q2 2026 Jul 30, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 5,392 407 0.04% 0.04% 1335 0 0.0% Q2 2026 Jul 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,361 404 0.02% 0.02% 1336 0 0.0% Q2 2026 Jul 22, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 5,326 402 0.18% 0.18% 1337 0 0.0% Q2 2026 Jul 28, 2026
Sincerus Advisory, LLC History No change 5,133 400 0.26% 0.26% 1338 0 0.0% Q3 2026 Oct 08, 2026
Crumly & Associates Inc. History Added to 5,117 399 0.07% 0.07% 1339 +320 6.67% Q3 2026 Oct 07, 2026
One Charles Private Wealth Services, LLC History No change 5,269 397 0.09% 0.09% 1340 0 0.0% Q2 2026 Jul 15, 2026
Rare Wolf Capital LLC History No change 5,260 397 0.26% 0.26% 1341 0 0.0% Q2 2026 Jul 23, 2026
NorthCoast Asset Management LLC History No change 5,254 396 0.01% 0.01% 1342 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 5,249 396 0.1% 0.1% 1343 0 0.0% Q2 2026 Aug 05, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 5,231 394 0.13% 0.13% 1344 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,213 393 0.02% 0.02% 1345 0 0.0% Q2 2026 Jul 23, 2026
Christensen, King & Associates Investment Services, Inc. History No change 5,209 393 0.16% 0.16% 1346 0 0.0% Q2 2026 Jul 14, 2026
Birchwood Financial Partners, Inc. History No change 5,217 393 0.32% 0.32% 1347 0 0.0% Q2 2026 Aug 06, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 5,187 391 0.02% 0.02% 1348 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF VERMONT History No change 5,190 391 0.01% 0.01% 1349 0 0.0% Q2 2026 Aug 07, 2026
Retirement Management Systems Inc. History No change 5,176 390 0.08% 0.08% 1350 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 5,156 389 0.02% 0.02% 1351 0 0.0% Q2 2026 Aug 12, 2026
CFS Investment Advisory Services, LLC History No change 5,024 389 0.03% 0.03% 1352 0 0.0% Q2 2026 Jul 16, 2026
International Private Wealth Advisors LLC History No change 5,162 389 0.2% 0.2% 1353 0 0.0% Q2 2026 Aug 07, 2026
Lesa Sroufe & Co History No change 5,142 388 0.28% 0.28% 1354 0 0.0% Q2 2026 Jul 22, 2026
Koa Wealth Management, LLC History No change 5,139 388 0.26% 0.26% 1355 0 0.0% Q2 2026 Jul 20, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 5,143 388 0.16% 0.16% 1356 0 0.0% Q2 2026 Jul 24, 2026
Nolet Wealth Management, LLC History No change 5,117 386 0.21% 0.21% 1357 0 0.0% Q2 2026 Jul 10, 2026
North Star Investment Management Corp. History No change 5,081 383 0.02% 0.02% 1358 0 0.0% Q2 2026 Jul 28, 2026
Obermeyer Wealth Partners History No change 5,079 383 0.02% 0.02% 1359 0 0.0% Q2 2026 Jul 29, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 5,078 383 0.02% 0.02% 1360 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 5,073 383 0.03% 0.03% 1361 0 0.0% Q2 2026 Jul 29, 2026
Thompson David Blair History No change 5,078 383 0.19% 0.19% 1362 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 5,072 382 0.01% 0.01% 1363 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 5,046 381 0.04% 0.04% 1364 0 0.0% Q2 2026 Jul 13, 2026
Broadway Wealth Solutions, Inc. History No change 5,054 381 0.18% 0.18% 1365 0 0.0% Q2 2026 Jul 13, 2026
Quotient Wealth Partners, LLC History No change 5,030 379 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 03, 2026
Foster Group, Inc. History No change 5,006 378 0.01% 0.01% 1367 0 0.0% Q2 2026 Jul 07, 2026
BCU Wealth Advisors, LLC History No change 5,013 378 0.13% 0.13% 1368 0 0.0% Q2 2026 Jul 14, 2026
Baker Ellis Asset Management LLC History No change 5,000 377 0.04% 0.04% 1369 0 0.0% Q2 2026 Jul 23, 2026
True Freedom Investing, LLC History No change 4,279 377 0.03% 0.03% 1370 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Management, Inc. History No change 4,992 376 0.12% 0.12% 1371 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 4,978 375 0.02% 0.02% 1372 0 0.0% Q2 2026 Jul 30, 2026
Johnson Financial Group, LLC History No change 4,976 375 0.02% 0.02% 1373 0 0.0% Q2 2026 Aug 06, 2026
Mechanics Financial Corp History No change 4,954 374 0.13% 0.13% 1374 0 0.0% Q2 2026 Aug 05, 2026
Stone Summit Wealth LLC History No change 4,960 374 0.09% 0.09% 1375 0 0.0% Q2 2026 Jul 23, 2026
Sound Stewardship, LLC History No change 4,965 374 0.15% 0.15% 1376 0 0.0% Q2 2026 Jul 13, 2026
TruNorth Capital Management, LLC History No change 4,952 373 0.06% 0.06% 1377 0 0.0% Q2 2026 Jul 23, 2026
Ethos Financial Group, LLC History No change 4,929 372 0.02% 0.02% 1378 0 0.0% Q2 2026 Aug 07, 2026
DAGCO, INC. History No change 4,925 371 0.07% 0.07% 1379 0 0.0% Q2 2026 Jul 10, 2026
Per Stirling Capital Management, LLC. History No change 4,908 370 0.04% 0.04% 1380 0 0.0% Q2 2026 Aug 14, 2026
Tempo Wealth, LLC History No change 4,908 370 0.05% 0.05% 1381 0 0.0% Q2 2026 Jul 27, 2026
BlueChip Wealth Advisors LLC History No change 4,882 368 0.14% 0.14% 1382 0 0.0% Q2 2026 Jul 30, 2026
GENESIS PRIVATE WEALTH, LLC History No change 4,868 367 0.1% 0.1% 1383 0 0.0% Q2 2026 Jul 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,824 364 0.06% 0.06% 1384 0 0.0% Q2 2026 Aug 07, 2026
DBK Financial Counsel, LLC History No change 4,821 364 0.31% 0.31% 1385 0 0.0% Q2 2026 Jul 21, 2026
Optivise Advisory Services LLC History No change 4,807 362 0.18% 0.18% 1386 0 0.0% Q2 2026 Jul 13, 2026
LAVELLE CAPITAL LP History No change 4,751 358 0.15% 0.15% 1387 0 0.0% Q2 2026 Jul 22, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 4,729 357 0.17% 0.17% 1388 0 0.0% Q2 2026 Aug 14, 2026
Alliance Private Wealth, LLC History No change 4,708 355 0.12% 0.12% 1389 0 0.0% Q2 2026 Jul 09, 2026
Warren Street Wealth Advisors, LLC History No change 4,695 354 0.08% 0.08% 1390 0 0.0% Q2 2026 Jul 22, 2026
CHAPIN DAVIS, INC. History No change 4,525 353 0.07% 0.06% 1391 0 0.0% Q3 2026 Oct 08, 2026
Cornerstone Wealth Management, LLC History No change 4,687 353 0.02% 0.02% 1392 0 0.0% Q2 2026 Jul 22, 2026
WEALTH EFFECTS LLC History No change 4,667 352 0.1% 0.1% 1393 0 0.0% Q2 2026 Aug 06, 2026
Unique Wealth Strategies, LLC History No change 4,668 352 0.13% 0.13% 1394 0 0.0% Q2 2026 Jul 15, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,650 351 0.13% 0.13% 1395 0 0.0% Q2 2026 Jul 21, 2026
Advisor OS, LLC History No change 4,649 351 0.02% 0.02% 1396 0 0.0% Q2 2026 Aug 05, 2026
Two West Capital Advisors LLC History No change 4,670 351 0.17% 0.17% 1397 0 0.0% Q2 2026 Jul 22, 2026
Henderson Brothers Financial Partners, LLC History No change 4,653 351 0.17% 0.17% 1398 0 0.0% Q2 2026 Aug 13, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 4,639 350 0.04% 0.04% 1399 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 4,637 350 0.01% 0.01% 1400 0 0.0% Q2 2026 Aug 04, 2026
BCS Private Wealth Management, Inc. History No change 4,636 350 0.11% 0.11% 1401 0 0.0% Q2 2026 Jul 31, 2026
Atlas Brown,Inc. History Added to 4,467 348 0.09% 0.09% 1403 +86 1.96% Q3 2026 Oct 09, 2026
Advisors Capital Management, LLC History No change 4,615 348 0.0% 0.0% 1402 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning, LLC History No change 4,621 348 0.08% 0.08% 1404 0 0.0% Q2 2026 Jul 29, 2026
ROCKLAND TRUST CO History Reduced 4,451 347 0.01% 0.01% 1405 -145 -3.15% Q3 2026 Oct 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 4,605 347 0.02% 0.02% 1406 0 0.0% Q2 2026 Jul 31, 2026
Benin Management CORP History No change 4,608 347 0.07% 0.07% 1407 0 0.0% Q2 2026 Jul 15, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 4,590 346 0.05% 0.05% 1408 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Equity Management History No change 4,560 344 0.25% 0.25% 1409 0 0.0% Q2 2026 Jul 09, 2026
STRATEGY ASSET MANAGERS LLC History No change 4,538 342 0.05% 0.05% 1410 0 0.0% Q2 2026 Aug 14, 2026
Schrum Private Wealth Management LLC History No change 7,217 342 0.35% 0.35% 1411 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 4,509 340 0.08% 0.08% 1412 0 0.0% Q2 2026 Jul 21, 2026
BLB&B Advisors, LLC History No change 4,502 339 0.01% 0.01% 1413 0 0.0% Q2 2026 Aug 05, 2026
Francis Financial, Inc. History No change 4,494 339 0.06% 0.06% 1414 0 0.0% Q2 2026 Aug 10, 2026
Financial Security Advisor, Inc. History No change 4,496 339 0.06% 0.06% 1415 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 4,438 335 0.0% 0.0% 1416 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,429 334 0.02% 0.02% 1417 0 0.0% Q2 2026 Jul 24, 2026
Bluespring Wealth Management, LLC History No change 4,433 334 0.01% 0.01% 1418 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,418 333 0.03% 0.03% 1419 0 0.0% Q2 2026 Aug 07, 2026
MinichMacGregor Wealth Management, LLC History No change 4,409 332 0.05% 0.05% 1420 0 0.0% Q2 2026 Jul 16, 2026
Talon Private Wealth, LLC History No change 4,373 330 0.04% 0.04% 1421 0 0.0% Q2 2026 Sep 11, 2026
Alteri Wealth LLC History No change 4,375 330 0.09% 0.09% 1422 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 4,323 329 0.02% 0.02% 1423 0 0.0% Q2 2026 Aug 05, 2026
Patten Group, Inc. History No change 4,369 329 0.05% 0.05% 1424 0 0.0% Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History No change 4,364 329 0.01% 0.01% 1425 0 0.0% Q2 2026 Aug 05, 2026
Sterling Investment Advisors, Ltd. History No change 4,352 328 0.05% 0.05% 1426 0 0.0% Q2 2026 Jul 28, 2026
Gould Capital, LLC History No change 4,350 328 0.18% 0.18% 1427 0 0.0% Q2 2026 Aug 07, 2026
Integrity Advisory Solutions, LLC History No change 4,357 328 0.03% 0.03% 1428 0 0.0% Q2 2026 Jul 31, 2026
Code Waechter LLC History No change 4,339 327 0.17% 0.17% 1429 0 0.0% Q2 2026 Jul 31, 2026
Clark Capital Management Group, Inc. History No change 4,323 326 0.0% 0.0% 1430 0 0.0% Q2 2026 Aug 11, 2026
LANDAAS & CO /WI /ADV History No change 4,314 325 0.06% 0.06% 1431 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds, LLC. History No change 4,545 325 0.07% 0.07% 1432 0 0.0% Q2 2026 Aug 14, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 4,300 324 0.17% 0.17% 1433 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Management LLC History No change 4,288 323 0.04% 0.04% 1434 0 0.0% Q2 2026 Aug 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 4,290 323 0.08% 0.08% 1435 0 0.0% Q2 2026 Aug 10, 2026
SFM, LLC History No change 4,284 323 0.17% 0.17% 1436 0 0.0% Q2 2026 Jul 07, 2026
Tempus Wealth Planning, LLC History No change 4,276 322 0.06% 0.06% 1437 0 0.0% Q2 2026 Jul 22, 2026
J. L. Bainbridge & Co., Inc. History No change 4,230 319 0.03% 0.03% 1438 0 0.0% Q2 2026 Jul 22, 2026
Hurlow Wealth Management Group, Inc. History No change 4,237 319 0.07% 0.07% 1439 0 0.0% Q2 2026 Aug 05, 2026
Columbia Bank History No change 4,230 319 0.07% 0.07% 1440 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 4,217 318 0.08% 0.08% 1441 0 0.0% Q2 2026 Jul 24, 2026
Vantage Point Financial LLC History No change 4,217 318 0.1% 0.1% 1442 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,194 316 0.01% 0.01% 1443 0 0.0% Q2 2026 Jul 14, 2026
VALICENTI ADVISORY SERVICES INC History No change 4,180 316 0.06% 0.06% 1444 0 0.0% Q2 2026 Jul 16, 2026
Cottage Street Advisors LLC History No change 4,189 316 0.12% 0.12% 1445 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 4,185 316 0.02% 0.02% 1446 0 0.0% Q2 2026 Aug 13, 2026
44 WEALTH MANAGEMENT LLC History No change 4,192 316 0.1% 0.1% 1447 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 4,173 315 0.04% 0.04% 1448 0 0.0% Q2 2026 Aug 12, 2026
Wealth Dimensions Group, Ltd. History No change 4,179 315 0.06% 0.06% 1449 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 4,159 314 0.1% 0.1% 1450 0 0.0% Q2 2026 Aug 13, 2026
Curry Webb Wealth Management LLC History No change 4,163 314 0.13% 0.13% 1451 0 0.0% Q2 2026 Aug 13, 2026
Center For Asset Management LLC History No change 4,146 313 0.14% 0.14% 1452 0 0.0% Q2 2026 Jul 27, 2026
TrustBank History No change 4,133 312 0.11% 0.11% 1453 0 0.0% Q2 2026 Jul 20, 2026
New Hampshire Trust History No change 4,115 310 0.06% 0.06% 1454 0 0.0% Q2 2026 Jul 27, 2026
UNIVEST FINANCIAL Corp History No change 4,099 309 0.02% 0.02% 1455 0 0.0% Q2 2026 Aug 07, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,097 309 0.03% 0.03% 1456 0 0.0% Q2 2026 Aug 13, 2026
Atlanta Consulting Group Advisors, LLC History No change 4,084 308 0.05% 0.05% 1457 0 0.0% Q2 2026 Aug 14, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 4,067 307 0.08% 0.08% 1458 0 0.0% Q2 2026 Jul 24, 2026
KINTRA WEALTH, LLC History No change 3,742 306 0.02% 0.02% 1459 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 4,056 306 0.08% 0.08% 1460 0 0.0% Q2 2026 Aug 12, 2026
Mid-American Wealth Advisory Group, Inc. History No change 4,062 306 0.11% 0.11% 1461 0 0.0% Q2 2026 Jul 16, 2026
Kaydan Wealth Management, Inc. History Reduced 3,888 303 0.1% 0.11% 1462 -1,088 -21.86% Q3 2026 Oct 08, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 4,004 302 0.04% 0.04% 1463 0 0.0% Q2 2026 Aug 11, 2026
EXCALIBUR MANAGEMENT CORP History No change 4,000 302 0.1% 0.1% 1464 0 0.0% Q2 2026 Aug 03, 2026
Centric Wealth Management History No change 3,564 302 0.05% 0.05% 1465 0 0.0% Q2 2026 Aug 06, 2026
Avalon Trust Co History No change 4,000 302 0.02% 0.02% 1466 0 0.0% Q2 2026 Aug 06, 2026
Fiduciary Group, LLC History No change 3,985 300 0.02% 0.02% 1467 0 0.0% Q2 2026 Aug 10, 2026
Main Street Group, LTD History No change 3,986 300 0.07% 0.07% 1468 0 0.0% Q2 2026 Jul 13, 2026
WEST BANCORPORATION INC History No change 3,961 299 0.13% 0.13% 1469 0 0.0% Q2 2026 Jul 23, 2026
SFMG, LLC History No change 3,962 299 0.02% 0.02% 1470 0 0.0% Q2 2026 Aug 13, 2026
3EDGE Asset Management, LP History No change 3,965 299 0.01% 0.01% 1471 0 0.0% Q2 2026 Jul 27, 2026
E&G Advisors, LLC History No change 3,952 298 0.06% 0.06% 1472 0 0.0% Q2 2026 Jul 23, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 3,942 297 0.04% 0.04% 1473 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 3,920 295 0.02% 0.02% 1474 0 0.0% Q2 2026 Jul 09, 2026
Axecap Investments, LLC History No change 3,913 295 0.16% 0.16% 1475 0 0.0% Q2 2026 Aug 10, 2026
Alta Wealth Advisors LLC History No change 3,903 294 0.08% 0.08% 1476 0 0.0% Q2 2026 Jul 30, 2026
LifeGoal Investments, LLC History No change 3,774 294 0.09% 0.13% 1477 0 0.0% Q3 2026 Oct 08, 2026
LFA - Lugano Financial Advisors SA History No change 3,893 293 0.18% 0.18% 1478 0 0.0% Q2 2026 Jul 28, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 3,890 293 0.1% 0.1% 1479 0 0.0% Q2 2026 Aug 13, 2026
Focused Wealth Management, Inc History No change 3,873 292 0.03% 0.03% 1480 0 0.0% Q2 2026 Aug 06, 2026
55 North Private Wealth, LLC History No change 3,870 292 0.06% 0.06% 1481 0 0.0% Q2 2026 Jul 07, 2026
Smith & Howard Wealth Management, LLC History No change 3,863 291 0.06% 0.06% 1482 0 0.0% Q2 2026 Aug 03, 2026
Cyr Financial Inc. History No change 3,859 291 0.15% 0.15% 1483 0 0.0% Q2 2026 Jul 20, 2026
Verum Partners LLC History No change 3,847 290 0.04% 0.04% 1484 0 0.0% Q2 2026 Jul 22, 2026
Allen Capital Group, LLC History No change 3,829 289 0.02% 0.02% 1485 0 0.0% Q2 2026 Jul 27, 2026
M. Kulyk & Associates, LLC History No change 3,836 289 0.05% 0.05% 1486 0 0.0% Q2 2026 Aug 07, 2026
WealthPlan Investment Management, LLC History No change 3,839 289 0.01% 0.01% 1487 0 0.0% Q2 2026 Jul 28, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,830 289 0.03% 0.03% 1488 0 0.0% Q2 2026 Jul 22, 2026
WFA of San Diego, LLC History No change 3,529 288 0.24% 0.24% 1489 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,824 288 0.06% 0.06% 1490 0 0.0% Q2 2026 Jul 27, 2026
Harrington Investments, INC History No change 3,806 287 0.14% 0.14% 1491 0 0.0% Q2 2026 Jul 23, 2026
Bedel Financial Consulting, Inc. History No change 3,801 287 0.03% 0.03% 1492 0 0.0% Q2 2026 Jul 29, 2026
Revolve Wealth Partners, LLC History No change 3,810 287 0.03% 0.03% 1493 0 0.0% Q2 2026 Jul 09, 2026
Compass Financial Group, INC/SD History No change 3,804 287 0.03% 0.03% 1494 0 0.0% Q2 2026 Aug 04, 2026
First Financial Group Corp History No change 3,803 287 0.21% 0.21% 1495 0 0.0% Q2 2026 Jul 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 3,658 285 0.02% 0.02% 1496 0 0.0% Q3 2026 Oct 09, 2026
Genus Capital Management Inc. History No change 3,780 285 0.03% 0.03% 1497 0 0.0% Q2 2026 Jul 29, 2026
Virtue Capital Management, LLC History No change 3,783 285 0.04% 0.04% 1498 0 0.0% Q2 2026 Aug 05, 2026
Graney & King, LLC History No change 3,783 285 0.1% 0.1% 1499 0 0.0% Q2 2026 Aug 07, 2026
INSIGHT 2811, INC. History No change 3,755 283 0.11% 0.11% 1500 0 0.0% Q2 2026 Aug 11, 2026
Montecito Bank & Trust History No change 3,630 283 0.04% 0.04% 1501 0 0.0% Q3 2026 Oct 01, 2026
GeoWealth Management, LLC History No change 3,758 283 0.01% 0.01% 1502 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 3,751 283 0.01% 0.01% 1503 0 0.0% Q2 2026 Jul 22, 2026
XY Planning Network, Inc. History No change 3,740 282 0.04% 0.04% 1504 0 0.0% Q2 2026 Jul 14, 2026
PARTHENON LLC History No change 3,700 279 0.03% 0.03% 1505 0 0.0% Q2 2026 Jul 23, 2026
Security National Bank History No change 3,708 279 0.03% 0.03% 1506 0 0.0% Q2 2026 Jul 15, 2026
Coastwise Capital Group, LLC History No change 3,700 279 0.16% 0.16% 1507 0 0.0% Q2 2026 Jul 16, 2026
Semus Wealth Partners LLC History No change 3,698 279 0.13% 0.13% 1508 0 0.0% Q2 2026 Aug 10, 2026
GOLDEN ROAD ADVISORS LLC History No change 3,708 279 0.14% 0.14% 1509 0 0.0% Q2 2026 Aug 07, 2026
Oak Barrel Wealth Advisory LLC History No change 3,686 278 0.12% 0.12% 1510 0 0.0% Q2 2026 Aug 07, 2026
Welch Group, LLC History No change 3,679 277 0.01% 0.01% 1511 0 0.0% Q2 2026 Jul 23, 2026
Krilogy Financial LLC History No change 3,680 277 0.01% 0.01% 1512 0 0.0% Q2 2026 Jul 27, 2026
XP Advisory US, Inc. History No change 3,676 277 0.15% 0.15% 1513 0 0.0% Q2 2026 Jul 30, 2026
CENTAURUS FINANCIAL, INC. History No change 3,651 276 0.01% 0.01% 1514 0 0.0% Q2 2026 Aug 17, 2026
Arlington Capital Management, Inc. History No change 3,659 276 0.17% 0.17% 1515 0 0.0% Q2 2026 Jul 24, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 3,636 275 0.2% 0.2% 1516 0 0.0% Q2 2026 Aug 18, 2026
Mystic Asset Management, Inc. History No change 3,651 275 0.06% 0.06% 1517 0 0.0% Q2 2026 Aug 11, 2026
Argyle Capital Partners, LLC History No change 3,627 273 0.17% 0.17% 1518 0 0.0% Q2 2026 Aug 07, 2026
Alchemi Wealth, LLC History No change 3,626 273 0.13% 0.13% 1519 0 0.0% Q2 2026 Jul 29, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,603 272 0.07% 0.07% 1520 0 0.0% Q2 2026 Aug 07, 2026
Hardman Johnston Global Advisors LLC History No change 3,600 271 0.01% 0.01% 1521 0 0.0% Q2 2026 Aug 12, 2026
Telos Capital Management, Inc. History No change 3,602 271 0.02% 0.02% 1522 0 0.0% Q2 2026 Jul 22, 2026
A. D. Beadell Investment Counsel, Inc. History No change 3,600 271 0.17% 0.17% 1523 0 0.0% Q2 2026 Jul 15, 2026
Physician Wealth Advisors, Inc. History No change 3,582 270 0.03% 0.03% 1524 0 0.0% Q2 2026 Jul 20, 2026
CHILTON INVESTMENT CO INC. History No change 3,572 269 0.01% 0.01% 1525 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 3,574 269 0.01% 0.01% 1526 0 0.0% Q2 2026 Jul 31, 2026
Advantage Trust Co History No change 3,552 268 0.09% 0.09% 1527 0 0.0% Q2 2026 Jul 17, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 3,546 267 0.07% 0.07% 1528 0 0.0% Q2 2026 Jul 16, 2026
MAIRS & POWER INC History No change 3,525 266 0.0% 0.0% 1529 0 0.0% Q2 2026 Aug 14, 2026
LYELL WEALTH MANAGEMENT, LP History No change 3,517 265 0.02% 0.02% 1530 0 0.0% Q2 2026 Aug 05, 2026
Geneva Partners, LLC History No change 3,506 264 0.07% 0.07% 1531 0 0.0% Q2 2026 Aug 10, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 3,500 264 0.13% 0.13% 1532 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 3,485 263 0.01% 0.01% 1533 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 3,492 263 0.01% 0.01% 1534 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 3,474 262 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 24, 2026
Gen-Wealth Partners Inc History No change 3,476 262 0.07% 0.07% 1536 0 0.0% Q2 2026 Aug 10, 2026
Asset Advisory Group, Inc. History No change 3,478 262 0.11% 0.11% 1537 0 0.0% Q2 2026 Jul 09, 2026
Manchester Capital Management LLC History No change 3,461 261 0.03% 0.03% 1538 0 0.0% Q2 2026 Aug 13, 2026
Legacy Trust History No change 3,465 261 0.05% 0.05% 1539 0 0.0% Q2 2026 Jul 31, 2026
Alpine Bank Wealth Management History No change 3,461 261 0.03% 0.03% 1540 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 3,443 260 0.01% 0.01% 1541 0 0.0% Q2 2026 Aug 05, 2026
PENINSULA ASSET MANAGEMENT INC History No change 3,445 260 0.12% 0.12% 1542 0 0.0% Q2 2026 Aug 12, 2026
MCDONALD PARTNERS LLC History No change 3,450 260 0.06% 0.06% 1543 0 0.0% Q2 2026 Jul 28, 2026
Integrity Wealth Solutions LLC History No change 3,453 260 0.1% 0.1% 1544 0 0.0% Q2 2026 Jul 30, 2026
SEARLE & CO. History No change 3,438 259 0.06% 0.06% 1545 0 0.0% Q2 2026 Jul 27, 2026
Allegheny Financial Group History No change 3,440 259 0.03% 0.03% 1546 0 0.0% Q2 2026 Jul 22, 2026
James J. Burns & Company, LLC History No change 3,438 259 0.03% 0.03% 1547 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 3,421 258 0.1% 0.1% 1548 0 0.0% Q2 2026 Aug 05, 2026
Grant Street Asset Management, Inc. History No change 3,421 258 0.04% 0.04% 1549 0 0.0% Q2 2026 Aug 05, 2026
Heritage Trust Co History No change 3,410 257 0.02% 0.02% 1550 0 0.0% Q2 2026 Aug 06, 2026
Aspire Private Capital, LLC History No change 3,410 257 0.05% 0.05% 1551 0 0.0% Q2 2026 Jul 15, 2026
Onyx Bridge Wealth Group LLC History No change 3,414 257 0.02% 0.02% 1552 0 0.0% Q2 2026 Jul 23, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 3,404 257 0.08% 0.08% 1553 0 0.0% Q2 2026 Aug 04, 2026
RASP WEALTH SOLUTIONS, LLC History No change 3,404 257 0.09% 0.09% 1554 0 0.0% Q2 2026 Aug 11, 2026
SSA SWISS ADVISORS AG History No change 3,414 257 0.1% 0.1% 1555 0 0.0% Q2 2026 Aug 05, 2026
TRB Wealth Management, LLC History No change 3,415 257 0.03% 0.03% 1556 0 0.0% Q2 2026 Aug 11, 2026
Euro Pacific Asset Management, LLC History No change 3,373 255 0.03% 0.03% 1557 0 0.0% Q2 2026 Aug 06, 2026
Echo45 Advisors LLC History New 3,265 254 0.12% — 1560 +3,265 New Q3 2026 Oct 07, 2026
Dorsey & Whitney Trust CO LLC History No change 3,370 254 0.01% 0.01% 1558 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 3,366 254 0.06% 0.06% 1559 0 0.0% Q2 2026 Aug 10, 2026
Live Oak Private Wealth LLC History No change 3,354 253 0.03% 0.03% 1561 0 0.0% Q2 2026 Jul 20, 2026
Viewpoint Capital Management LLC History No change 3,359 253 0.13% 0.13% 1562 0 0.0% Q2 2026 Aug 04, 2026
Graetz Wealth LLC History No change 3,351 253 0.2% 0.2% 1563 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 3,347 252 0.02% 0.02% 1564 0 0.0% Q2 2026 Jul 08, 2026
High Net Worth Advisory Group LLC History No change 3,329 251 0.05% 0.05% 1565 0 0.0% Q2 2026 Jul 29, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 3,334 251 0.12% 0.12% 1566 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 3,201 249 0.01% 0.01% 1568 +452 16.44% Q3 2026 Oct 08, 2026
Hilltop Partners LLC History No change 3,300 249 0.06% 0.06% 1567 0 0.0% Q2 2026 Aug 05, 2026
Carroll Advisory Group, LLC History No change 3,302 249 0.08% 0.08% 1569 0 0.0% Q2 2026 Jul 23, 2026
Yukon Wealth Management, Inc. History No change 3,275 247 0.07% 0.07% 1570 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 3,264 246 0.03% 0.03% 1571 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 3,254 245 0.01% 0.01% 1572 0 0.0% Q2 2026 Aug 06, 2026
Safeguard Investment Advisory Group, LLC History No change 3,246 245 0.06% 0.06% 1573 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 3,233 244 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 3,233 244 0.06% 0.06% 1575 0 0.0% Q2 2026 Jul 14, 2026
Asset Management Group, Inc. History No change 3,225 243 0.04% 0.04% 1576 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 3,213 242 0.02% 0.02% 1577 0 0.0% Q2 2026 Aug 17, 2026
Hyposwiss Advisors SA History No change 3,210 242 0.23% 0.23% 1578 0 0.0% Q2 2026 Jul 21, 2026
PUREfi Wealth, LLC History No change 3,203 241 0.13% 0.13% 1579 0 0.0% Q2 2026 Jul 27, 2026
Carrera Capital Advisors History No change 3,193 241 0.04% 0.04% 1580 0 0.0% Q2 2026 Aug 03, 2026
KWMG, LLC History Added to 3,080 240 0.02% 0.02% 1581 +16 0.52% Q3 2026 Oct 07, 2026
OneAscent Family Office, LLC History No change 3,191 240 0.12% 0.12% 1582 0 0.0% Q2 2026 Aug 11, 2026
Ledyard National Bank History No change 3,171 239 0.02% 0.02% 1583 0 0.0% Q2 2026 Jul 16, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 3,168 239 0.09% 0.09% 1584 0 0.0% Q2 2026 Jul 21, 2026
Weaver Consulting Group History No change 3,064 239 0.05% 0.05% 1585 0 0.0% Q3 2026 Oct 07, 2026
Sound Financial Strategies Group, LLC History No change 3,176 239 0.15% 0.15% 1586 0 0.0% Q2 2026 Aug 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,172 239 0.03% 0.03% 1587 0 0.0% Q2 2026 Aug 25, 2026
WMG Financial Advisors, LLC History No change 3,177 239 0.09% 0.09% 1588 0 0.0% Q2 2026 Jul 23, 2026
BCM ADVISORS, LLC History No change 3,133 238 0.05% 0.05% 1589 0 0.0% Q2 2026 Jul 28, 2026
HCR Wealth Advisors History No change 3,146 237 0.02% 0.02% 1590 0 0.0% Q2 2026 Jul 13, 2026
D.B. Root & Company, LLC History No change 3,147 237 0.05% 0.05% 1591 0 0.0% Q2 2026 Aug 13, 2026
1900 WEALTH MANAGEMENT LLC History No change 3,143 237 0.01% 0.01% 1592 0 0.0% Q2 2026 Aug 04, 2026
Medallion Wealth Advisors, LLC History No change 3,145 237 0.07% 0.07% 1593 0 0.0% Q2 2026 Aug 14, 2026
Financial Insights, Inc. History No change 3,123 235 0.06% 0.06% 1594 0 0.0% Q2 2026 Aug 25, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 3,118 235 0.13% 0.13% 1595 0 0.0% Q2 2026 Jul 20, 2026
KG Capital Management History No change 3,102 234 0.14% 0.14% 1596 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 3,094 233 0.05% 0.05% 1597 0 0.0% Q2 2026 Jul 17, 2026
Impact Capital Partners LLC History No change 3,098 233 0.06% 0.06% 1598 0 0.0% Q2 2026 Jul 14, 2026
Prospera Capital Management, LLC History No change 2,981 233 0.07% 0.07% 1599 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 3,057 230 0.03% 0.03% 1600 0 0.0% Q2 2026 Jul 22, 2026
New England Professional Planning Group Inc. History No change 3,025 228 0.09% 0.09% 1601 0 0.0% Q2 2026 Jul 28, 2026
Secure Asset Management, LLC History No change 3,032 228 0.03% 0.03% 1602 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Capital Management, LLC History No change 3,022 228 0.06% 0.06% 1603 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,017 227 0.01% 0.01% 1604 0 0.0% Q2 2026 Aug 14, 2026
Peak Financial Management, Inc. History No change 3,013 227 0.05% 0.05% 1605 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Capital Wealth Advisors History No change 3,014 227 0.15% 0.15% 1606 0 0.0% Q2 2026 Jul 23, 2026
Arcus Capital Partners, LLC History No change 3,002 226 0.09% 0.09% 1607 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Partners, LLC History No change 2,993 226 0.03% 0.03% 1608 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 3,000 226 0.0% 0.0% 1609 0 0.0% Q2 2026 Aug 13, 2026
Prime Buchholz LLC History No change 3,000 226 0.08% 0.08% 1610 0 0.0% Q2 2026 Aug 13, 2026
BURLING WEALTH PARTNERS, LLC History No change 3,006 226 0.03% 0.03% 1611 0 0.0% Q2 2026 Aug 04, 2026
Sulzberger Capital Advisors, Inc. History No change 3,006 226 0.22% 0.22% 1612 0 0.0% Q2 2026 Jul 17, 2026
Linscomb Wealth, Inc. History No change 2,990 225 0.01% 0.01% 1613 0 0.0% Q2 2026 Jul 31, 2026
Cannell & Spears LLC History No change 2,992 225 0.0% 0.0% 1614 0 0.0% Q2 2026 Aug 11, 2026
Acropolis Investment Management, LLC History Added to 2,870 224 0.01% 0.01% 1615 +64 2.28% Q3 2026 Oct 08, 2026
Chicago Capital, LLC History No change 2,974 224 0.01% 0.01% 1616 0 0.0% Q2 2026 Jul 27, 2026
Lansing Street Advisors History No change 2,977 224 0.05% 0.05% 1617 0 0.0% Q2 2026 Jul 24, 2026
Encompass More Asset Management History No change 2,968 224 0.03% 0.03% 1618 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,474 223 0.06% 0.06% 1619 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 2,958 223 0.13% 0.13% 1620 0 0.0% Q2 2026 Aug 12, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,951 222 0.03% 0.03% 1621 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL CITY TRUST CO/FL History No change 2,929 221 0.05% 0.05% 1622 0 0.0% Q2 2026 Aug 04, 2026
WealthPLAN Partners, LLC History No change 2,919 220 0.04% 0.04% 1623 0 0.0% Q2 2026 Jul 28, 2026
Armbruster Capital Management, Inc. History No change 2,900 218 0.03% 0.03% 1624 0 0.0% Q2 2026 Jul 16, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 2,803 218 0.03% 0.03% 1625 0 0.0% Q3 2026 Oct 08, 2026
VANCE WEALTH, LLC History No change 2,899 218 0.05% 0.05% 1626 0 0.0% Q2 2026 Aug 14, 2026
Attessa Capital LLC History No change 2,786 217 0.09% 0.09% 1627 0 0.0% Q3 2026 Oct 08, 2026
BAM Wealth Management, LLC History No change 2,880 217 0.14% 0.14% 1628 0 0.0% Q2 2026 Jul 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,862 216 0.01% 0.01% 1629 0 0.0% Q2 2026 Aug 11, 2026
Vickerman Investment Advisors, Inc. History No change 2,871 216 0.04% 0.04% 1630 0 0.0% Q2 2026 Aug 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 2,866 216 0.08% 0.08% 1631 0 0.0% Q2 2026 Jul 14, 2026
ALTFEST L J & CO INC History No change 2,854 215 0.02% 0.02% 1632 0 0.0% Q2 2026 Jul 30, 2026
Everstar Asset Management, LLC History No change 2,849 215 0.1% 0.1% 1633 0 0.0% Q2 2026 Aug 03, 2026
Liberty Atlantic Advisors LLC History No change 2,845 214 0.15% 0.15% 1634 0 0.0% Q2 2026 Jul 21, 2026
MKD WEALTH COACHES, LLC History Reduced 2,739 213 0.18% 0.3% 1635 -1,915 -41.15% Q3 2026 Oct 08, 2026
Commonwealth Financial Services, LLC History No change 2,834 213 0.03% 0.03% 1636 0 0.0% Q2 2026 Jul 15, 2026
Crewe Advisors LLC History No change 2,832 213 0.02% 0.02% 1637 0 0.0% Q2 2026 Jul 23, 2026
G&S Capital LLC History No change 2,830 213 0.06% 0.06% 1638 0 0.0% Q2 2026 Jul 10, 2026
Element Wealth, LLC History No change 2,832 213 0.08% 0.08% 1639 0 0.0% Q2 2026 Aug 14, 2026
PATRON PARTNERS, LLC History No change 2,834 213 0.08% 0.08% 1640 0 0.0% Q2 2026 Aug 11, 2026
BLALOCK WILLIAMS, LLC History No change 2,831 213 0.14% 0.14% 1641 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 2,715 212 0.01% 0.01% 1642 0 0.0% Q2 2026 Aug 11, 2026
Community Financial Services Group, LLC History No change 2,796 212 0.03% 0.03% 1643 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Advisors History No change 2,820 212 0.01% 0.01% 1644 0 0.0% Q2 2026 Aug 11, 2026
AWM CAPITAL, LLC History No change 2,810 212 0.02% 0.02% 1645 0 0.0% Q2 2026 Jul 31, 2026
Wealth Analytics Partners, LLC History No change 2,781 212 0.08% 0.08% 1646 0 0.0% Q2 2026 Jul 16, 2026
Members Trust Co History No change 2,797 211 0.01% 0.01% 1647 0 0.0% Q2 2026 Jul 31, 2026
Gilliland Jeter Wealth Management LLC History No change 2,795 211 0.06% 0.06% 1648 0 0.0% Q2 2026 Jul 29, 2026
Sylvest Advisors, LLC History No change 2,800 211 0.1% 0.1% 1649 0 0.0% Q2 2026 Jul 22, 2026
Transamerica Financial Advisors, LLC History No change 2,777 209 0.02% 0.02% 1650 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 2,779 209 0.01% 0.01% 1651 0 0.0% Q2 2026 Jul 09, 2026
Legacy Capital Wealth Partners, LLC History No change 2,778 209 0.04% 0.04% 1652 0 0.0% Q2 2026 Aug 12, 2026
Occidental Asset Management, LLC History No change 2,775 209 0.02% 0.02% 1653 0 0.0% Q2 2026 Aug 07, 2026
ASSOCIATED BANC-CORP History No change 2,751 207 0.0% 0.0% 1654 0 0.0% Q2 2026 Jul 31, 2026
Willis Investment Counsel History No change 2,750 207 0.01% 0.01% 1655 0 0.0% Q2 2026 Aug 03, 2026
Trevian Wealth Management LLC History No change 2,750 207 0.09% 0.09% 1656 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 2,749 207 0.06% 0.06% 1657 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,745 207 0.04% 0.04% 1658 0 0.0% Q2 2026 Jul 23, 2026
Integrity Financial Corp /WA History No change 2,729 206 0.1% 0.1% 1659 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN ASSET MANAGEMENT INC. History No change 2,724 205 0.17% 0.17% 1660 0 0.0% Q2 2026 Jul 21, 2026
LS Investment Advisors, LLC History No change 2,710 204 0.03% 0.03% 1661 0 0.0% Q2 2026 Jul 21, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 2,706 204 0.05% 0.05% 1662 0 0.0% Q2 2026 Jul 09, 2026
Acumen Wealth Advisors, LLC History No change 2,712 204 0.04% 0.04% 1663 0 0.0% Q2 2026 Aug 03, 2026
TritonPoint Partners, LLC History No change 2,705 204 0.02% 0.02% 1664 0 0.0% Q2 2026 Aug 13, 2026
CacheTech Inc. History No change 2,701 203 0.03% 0.03% 1665 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Advisory Group LLC History No change 2,681 202 0.01% 0.01% 1666 0 0.0% Q2 2026 Jul 17, 2026
Fortis Capital Advisors, LLC History No change 2,682 202 0.02% 0.02% 1667 0 0.0% Q2 2026 Jul 31, 2026
First Eagle Investment Management, LLC History No change 2,668 201 0.0% 0.0% 1668 0 0.0% Q2 2026 Aug 05, 2026
Sensible Money, LLC History No change 2,667 201 0.05% 0.05% 1669 0 0.0% Q2 2026 Jul 30, 2026
Lee, Kelleher & Klein Wealth Management History New 2,571 200 0.1% — 1674 +2,571 New Q3 2026 Oct 08, 2026
MJP ASSOCIATES INC /ADV History No change 2,661 200 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,650 200 0.01% 0.01% 1671 0 0.0% Q2 2026 Aug 13, 2026
Sargent Investment Group, LLC History No change 2,659 200 0.02% 0.02% 1672 0 0.0% Q2 2026 Aug 11, 2026
Herold Advisors, Inc. History No change 2,654 200 0.04% 0.04% 1673 0 0.0% Q2 2026 Jul 22, 2026
DT Investment Partners, LLC History No change 2,637 199 0.01% 0.01% 1675 0 0.0% Q2 2026 Jul 27, 2026
Reyes Financial Architecture, Inc. History No change 2,631 198 0.11% 0.11% 1676 0 0.0% Q2 2026 Jul 16, 2026
Advocate Investing Services LLC History No change 2,633 198 0.15% 0.15% 1677 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 2,608 196 0.01% 0.01% 1678 0 0.0% Q2 2026 Aug 11, 2026
Laraway Financial Advisors Inc History No change 2,600 196 0.12% 0.12% 1679 0 0.0% Q2 2026 Aug 03, 2026
Granite FO LLC History No change 2,565 193 0.1% 0.1% 1680 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 2,531 191 0.02% 0.02% 1681 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,527 191 0.02% 0.02% 1682 0 0.0% Q2 2026 Aug 12, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,520 190 0.05% 0.05% 1683 0 0.0% Q2 2026 Aug 20, 2026
Highland Investment Advisors LLC History No change 2,503 189 0.08% 0.08% 1684 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 2,500 188 0.06% 0.06% 1685 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 2,457 185 0.02% 0.02% 1686 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 2,412 182 0.06% 0.06% 1687 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History No change 2,239 169 0.0% 0.0% 1688 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 2,077 162 0.02% 0.02% 1689 -8 -0.38% Q3 2026 Oct 07, 2026
Caldwell Trust Co History No change 2,129 160 0.01% 0.01% 1690 0 0.0% Q2 2026 Aug 03, 2026
UNION SAVINGS BANK History No change 2,106 159 0.06% 0.06% 1691 0 0.0% Q2 2026 Jul 23, 2026
Rakuten Securities, Inc. History No change 2,117 159 0.04% 0.04% 1692 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,088 157 0.01% 0.01% 1693 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,030 153 0.06% 0.06% 1694 0 0.0% Q2 2026 Jul 08, 2026
KERR FINANCIAL PLANNING Corp History No change 2,003 151 0.17% 0.17% 1695 0 0.0% Q2 2026 Jul 02, 2026
CVA Family Office, LLC History No change 1,946 146 0.01% 0.01% 1696 0 0.0% Q2 2026 Aug 07, 2026
FIRST UNITED BANK & TRUST History No change 1,902 143 0.04% 0.04% 1697 0 0.0% Q2 2026 Jul 20, 2026
LGT Financial Advisors LLC History No change 1,858 140 0.74% 0.74% 1698 0 0.0% Q2 2026 Jul 24, 2026
N.E.W. Advisory Services LLC History No change 1,850 139 0.01% 0.01% 1699 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 1,812 137 0.01% 0.01% 1700 0 0.0% Q2 2026 Jul 16, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 1,730 135 0.04% 0.04% 1701 0 0.0% Q3 2026 Oct 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,780 134 0.01% 0.01% 1702 0 0.0% Q2 2026 Jul 28, 2026
Oakworth Capital, Inc. History No change 1,752 132 0.01% 0.01% 1703 0 0.0% Q2 2026 Jul 22, 2026
Nalls Sherbakoff Group, LLC History No change 1,703 128 0.09% 0.09% 1704 0 0.0% Q2 2026 Aug 17, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,646 124 0.02% 0.02% 1705 0 0.0% Q2 2026 Jul 27, 2026
StrongBox Wealth, LLC History No change 1,650 124 0.04% 0.04% 1706 0 0.0% Q2 2026 Jul 23, 2026
Bruce G. Allen Investments, LLC History No change 1,575 118 0.08% 0.08% 1707 0 0.0% Q2 2026 Jul 31, 2026
Quest 10 Wealth Builders, Inc. History No change 1,540 116 0.09% 0.09% 1708 0 0.0% Q2 2026 Jul 24, 2026
CNB Bank History No change 1,525 115 0.04% 0.04% 1709 0 0.0% Q2 2026 Aug 06, 2026
Roble, Belko & Company, Inc History No change 1,493 113 0.01% 0.01% 1710 0 0.0% Q2 2026 Jul 24, 2026
CBIZ Investment Advisory Services, LLC History No change 1,250 110 0.0% 0.0% 1711 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 1,467 110 0.03% 0.03% 1712 0 0.0% Q2 2026 Jul 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,464 110 0.06% 0.06% 1713 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,466 110 0.0% 0.0% 1714 0 0.0% Q2 2026 Jul 24, 2026
Innovative Asset Advisors Group, LLC History No change 1,441 108 0.05% 0.05% 1715 0 0.0% Q2 2026 Aug 05, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,373 103 0.06% 0.06% 1716 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 1,372 103 0.03% 0.03% 1717 0 0.0% Q2 2026 Jul 21, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,362 102 0.01% 0.01% 1718 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 1,338 101 0.04% 0.04% 1719 0 0.0% Q2 2026 Jul 13, 2026
Breakwater Investment Management History No change 1,339 101 0.03% 0.03% 1720 0 0.0% Q2 2026 Aug 06, 2026
Crews Bank & Trust History No change 1,350 101 0.01% 0.01% 1721 0 0.0% Q2 2026 Jul 16, 2026
NBT BANK, N.A. History No change 1,318 99 0.01% 0.01% 1722 0 0.0% Q2 2026 Jul 29, 2026
Boreal Capital Management LLC History No change 1,289 97 0.07% 0.07% 1723 0 0.0% Q2 2026 Aug 13, 2026
Purpose Unlimited Inc. History No change 1,260 96 0.0% 0.0% 1724 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 1,275 96 0.04% 0.04% 1725 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,267 95 0.01% 0.01% 1726 0 0.0% Q2 2026 Jul 22, 2026
Princeton Global Asset Management LLC History No change 1,271 95 0.01% 0.01% 1727 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 1,147 95 0.01% 0.01% 1728 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 1,250 94 0.02% 0.02% 1729 0 0.0% Q2 2026 Jul 24, 2026
BankPlus Trust Department History No change 1,242 93 0.02% 0.02% 1730 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 1,186 89 0.02% 0.02% 1731 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 1,146 86 0.02% 0.02% 1732 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,105 86 0.01% 0.01% 1733 0 0.0% Q3 2026 Oct 09, 2026
IAG Wealth Partners, LLC History No change 1,130 85 0.01% 0.01% 1734 0 0.0% Q2 2026 Aug 06, 2026
Vanguard National Trust Co History No change 1,099 82 0.0% 0.0% 1735 0 0.0% Q2 2026 Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,099 82 0.0% 0.0% 1736 0 0.0% Q2 2026 Aug 11, 2026
Horizons Wealth Management History New 1,039 81 0.05% — 1739 +1,039 New Q3 2026 Oct 05, 2026
Accordant Advisory Group Inc History No change 1,077 81 0.05% 0.05% 1737 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone National Bank & Trust Co History No change 1,071 81 0.03% 0.03% 1738 0 0.0% Q2 2026 Jul 21, 2026
Buck Wealth Strategies, LLC History No change 1,060 80 0.01% 0.01% 1740 0 0.0% Q2 2026 Jul 30, 2026
Orion Capital Management LLC History No change 1,051 79 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 17, 2026
Centerpoint Advisors, LLC History No change 1,014 77 0.02% 0.02% 1742 0 0.0% Q2 2026 Aug 05, 2026
Founders Capital Management History No change 1,019 76 0.03% 0.03% 1743 0 0.0% Q2 2026 Jul 21, 2026
Caitlin John, LLC History No change 1,009 76 0.04% 0.04% 1744 0 0.0% Q2 2026 Aug 17, 2026
MONTAG A & ASSOCIATES INC History No change 1,000 75 0.0% 0.0% 1745 0 0.0% Q2 2026 Aug 05, 2026
BARRETT & COMPANY, INC. History No change 1,000 75 0.02% 0.02% 1746 0 0.0% Q2 2026 Jul 24, 2026
Financial Management Professionals, Inc. History No change 1,000 75 0.01% 0.01% 1747 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 999 75 0.01% 0.01% 1748 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 999 75 0.0% 0.0% 1749 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 966 72 0.01% 0.01% 1750 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 966 72 0.01% 0.01% 1751 0 0.0% Q2 2026 Aug 11, 2026
Bravera Wealth History No change 950 71 0.03% 0.03% 1752 0 0.0% Q2 2026 Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 931 70 0.03% 0.03% 1753 0 0.0% Q2 2026 Aug 04, 2026
Blume Capital Management, Inc. History No change 920 69 0.01% 0.01% 1754 0 0.0% Q2 2026 Jul 27, 2026
Knuff & Co LLC History No change 900 67 0.02% 0.02% 1755 0 0.0% Q2 2026 Aug 10, 2026
Decker Retirement Planning Inc. History No change 900 67 0.02% 0.02% 1756 0 0.0% Q2 2026 Jul 16, 2026
IMA Advisory Services, Inc. History No change 861 65 0.0% 0.0% 1757 0 0.0% Q2 2026 Aug 10, 2026
NFSG Corp History No change 866 65 0.01% 0.01% 1758 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 858 64 0.04% 0.04% 1759 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 850 64 0.01% 0.01% 1760 0 0.0% Q2 2026 Jul 21, 2026
Valued Wealth Advisors LLC History No change 831 62 0.02% 0.02% 1761 0 0.0% Q2 2026 Jul 20, 2026
Basepoint Wealth LLC History No change 822 62 0.04% 0.04% 1762 0 0.0% Q2 2026 Aug 10, 2026
MANNING & NAPIER ADVISORS LLC History No change 791 59 0.0% 0.0% 1763 0 0.0% Q2 2026 Aug 13, 2026
Pingora Partners LLC History No change 784 59 0.03% 0.03% 1764 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 781 58 0.02% 0.02% 1765 0 0.0% Q2 2026 Jul 21, 2026
HM PAYSON & CO History No change 761 57 0.0% 0.0% 1766 0 0.0% Q2 2026 Jul 17, 2026
Truvestments Capital LLC History No change 754 56 0.01% 0.01% 1767 0 0.0% Q2 2026 Aug 12, 2026
DUNCKER STREETT & CO INC History No change 737 55 0.01% 0.01% 1768 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 737 55 0.03% 0.03% 1769 0 0.0% Q2 2026 Aug 10, 2026
FIRST FINANCIAL CORP /IN/ History No change 715 53 0.02% 0.02% 1770 0 0.0% Q2 2026 Jul 07, 2026
Washington Trust Advisors, Inc. History No change 713 53 0.0% 0.0% 1771 0 0.0% Q2 2026 Jul 29, 2026
1620 INVESTMENT ADVISORS, INC. History No change 708 53 0.03% 0.03% 1772 0 0.0% Q2 2026 Jul 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 707 53 0.01% 0.01% 1773 0 0.0% Q2 2026 Jul 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 695 52 0.0% 0.0% 1774 0 0.0% Q2 2026 Jul 31, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 701 52 0.04% 0.04% 1775 0 0.0% Q2 2026 Aug 04, 2026
Cordant, Inc. History No change 698 52 0.02% 0.02% 1776 0 0.0% Q2 2026 Jul 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 672 50 0.01% 0.01% 1777 0 0.0% Q2 2026 Aug 07, 2026
Financial Life Planners History No change 675 50 0.03% 0.03% 1778 0 0.0% Q2 2026 Jul 21, 2026
Costello Asset Management, INC History No change 646 48 0.01% 0.01% 1779 0 0.0% Q2 2026 Jul 28, 2026
Pacifica Partners Inc. History Reduced 605 47 0.01% 0.02% 1780 -124 -17.01% Q3 2026 Oct 08, 2026
SOA Wealth Advisors, LLC. History No change 6,953 47 0.01% 0.01% 1781 0 0.0% Q2 2026 Jul 21, 2026
Cromwell Holdings LLC History No change 630 47 0.02% 0.02% 1782 0 0.0% Q2 2026 Jul 13, 2026
Wilmington Savings Fund Society, FSB History No change 615 46 0.0% 0.0% 1783 0 0.0% Q2 2026 Jul 28, 2026
Dogwood Wealth Management LLC History No change 599 45 0.02% 0.02% 1784 0 0.0% Q2 2026 Jul 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 585 44 0.01% 0.01% 1785 0 0.0% Q2 2026 Sep 02, 2026
Avion Wealth History No change 594 44 0.01% 0.01% 1786 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 582 43 0.02% 0.02% 1787 0 0.0% Q2 2026 Aug 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 558 42 0.02% 0.02% 1788 0 0.0% Q2 2026 Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 560 42 0.02% 0.02% 1789 0 0.0% Q2 2026 Jul 21, 2026
Providence Capital Advisors, LLC History No change 553 41 0.01% 0.01% 1790 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 550 41 0.02% 0.02% 1791 0 0.0% Q2 2026 Aug 14, 2026
GODSEY & GIBB, INC History No change 530 40 0.0% 0.0% 1792 0 0.0% Q2 2026 Jul 13, 2026
Aventura Private Wealth, LLC History No change 538 40 0.01% 0.01% 1793 0 0.0% Q2 2026 Jul 15, 2026
Your Advocates Ltd., LLP History No change 526 39 0.01% 0.01% 1794 0 0.0% Q2 2026 Aug 05, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 515 38 0.03% 0.03% 1795 0 0.0% Q2 2026 Jul 28, 2026
Investors Portfolio Services LLC History No change 510 38 0.03% 0.03% 1796 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 515 38 0.0% 0.0% 1797 0 0.0% Q2 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History No change 497 37 0.01% 0.01% 1798 0 0.0% Q2 2026 Jul 21, 2026
Miller Global Investments, LLC History No change 480 37 0.03% 0.03% 1799 0 0.0% Q3 2026 Oct 02, 2026
Capital Advisor Network LLC History No change 496 37 0.05% 0.05% 1800 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 480 36 0.01% 0.01% 1801 0 0.0% Q2 2026 Jul 20, 2026
Fourth Dimension Wealth, LLC History No change 480 36 0.01% 0.01% 1802 0 0.0% Q2 2026 Jul 31, 2026
Bangor Savings Bank History Added to 447 34 0.0% 0.0% 1803 +200 80.97% Q3 2026 Oct 06, 2026
Smallwood Wealth Investment Management, LLC History No change 454 34 0.01% 0.01% 1804 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 426 33 0.0% 0.0% 1805 0 0.0% Q3 2026 Oct 09, 2026
Salomon & Ludwin, LLC History No change 438 33 0.0% 0.0% 1806 0 0.0% Q2 2026 Aug 07, 2026
Hickory Point Bank & Trust History Added to 421 32 0.02% 0.01% 1807 +266 171.61% Q3 2026 Oct 01, 2026
Byrne Asset Management LLC History Reduced 400 31 0.02% 0.02% 1808 -40 -9.09% Q3 2026 Oct 06, 2026
Gold Investment Management Ltd. History No change 419 31 0.01% 0.01% 1809 0 0.0% Q2 2026 Aug 05, 2026
SRH ADVISORS, LLC History No change 400 30 0.01% 0.01% 1810 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 400 30 0.01% 0.01% 1811 0 0.0% Q2 2026 Aug 03, 2026
Silver Grove Financial Group, Inc. History No change 408 30 0.02% 0.02% 1812 0 0.0% Q2 2026 Aug 13, 2026
Dakota Community Bank & Trust NA History No change 375 29 0.08% 0.09% 1813 0 0.0% Q3 2026 Oct 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 381 28 0.0% 0.0% 1814 0 0.0% Q2 2026 Jul 29, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 375 28 0.01% 0.01% 1815 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 384 28 0.0% 0.0% 1816 0 0.0% Q2 2026 Jul 16, 2026
Front Row Advisors LLC History No change 350 28 0.01% 0.01% 1817 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Wealth Strategies, LLC History No change 380 28 0.01% 0.01% 1818 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 377 28 0.01% 0.01% 1819 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 368 27 0.02% 0.02% 1820 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 367 27 0.1% 0.1% 1821 0 0.0% Q2 2026 Aug 07, 2026
Hamrick Investment Counsel, llc History No change 370 27 0.02% 0.02% 1822 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 355 26 0.0% 0.0% 1823 0 0.0% Q2 2026 Jul 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 355 26 0.01% 0.01% 1824 0 0.0% Q2 2026 Aug 07, 2026
Darwin Wealth Management, LLC History No change 324 24 0.01% 0.01% 1825 0 0.0% Q2 2026 Jul 21, 2026
Kilter Group LLC History No change 323 24 0.01% 0.01% 1826 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 326 24 0.02% 0.02% 1827 0 0.0% Q2 2026 Jul 23, 2026
CHELSEA COUNSEL CO History No change 309 23 0.01% 0.01% 1828 0 0.0% Q2 2026 Aug 11, 2026
Brooklyn FI, LLC History No change 300 23 0.0% 0.0% 1829 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 312 23 0.02% 0.02% 1830 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 302 22 0.01% 0.01% 1831 0 0.0% Q2 2026 Jul 17, 2026
Fairway Wealth LLC History No change 300 22 0.01% 0.01% 1832 0 0.0% Q2 2026 Jul 24, 2026
Intesa Sanpaolo Wealth Management History No change 300 22 0.0% 0.0% 1833 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds Capital Management, LLC History No change 291 21 0.0% 0.0% 1834 0 0.0% Q2 2026 Jul 23, 2026
Ankerstar Wealth, LLC History No change 284 21 0.02% 0.02% 1835 0 0.0% Q2 2026 Aug 13, 2026
Sunrise Financial Services, LLC History No change 291 21 0.01% 0.01% 1836 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 265 20 0.0% 0.0% 1837 0 0.0% Q2 2026 Jul 17, 2026
KELLEHER FINANCIAL ADVISORS History No change 275 20 0.0% 0.0% 1838 0 0.0% Q2 2026 Aug 06, 2026
Main Management LLC History No change 250 19 0.0% 0.0% 1839 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY ADVISORS, INC. History No change 256 19 0.01% 0.01% 1840 0 0.0% Q2 2026 Jul 24, 2026
Meramec Financial Planners, LLC History No change 256 19 0.01% 0.01% 1841 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 257 19 0.01% 0.01% 1842 0 0.0% Q2 2026 Jul 30, 2026
Measured Wealth Private Client Group, LLC History No change 248 18 0.0% 0.0% 1843 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 243 18 0.01% 0.01% 1844 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 230 17 0.0% 0.0% 1845 0 0.0% Q3 2026 Oct 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 210 16 0.0% 0.0% 1846 +53 33.76% Q3 2026 Oct 07, 2026
Parvin Asset Management, LLC History No change 220 16 0.01% 0.01% 1847 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 221 16 0.0% 0.0% 1848 0 0.0% Q2 2026 Jul 31, 2026
FIRST COMMUNITY TRUST NA History New 200 15 0.0% — 1852 +200 New Q3 2026 Oct 07, 2026
ATWOOD & PALMER INC History Reduced 200 15 0.0% 0.0% 1849 -13 -6.1% Q3 2026 Oct 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 196 15 0.01% 0.01% 1850 0 0.0% Q3 2026 Oct 09, 2026
Key Capital Management, INC History No change 209 15 0.01% 0.01% 1851 0 0.0% Q2 2026 Jul 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 190 14 0.0% 0.0% 1853 0 0.0% Q2 2026 Aug 10, 2026
Concord Wealth Partners History No change 186 14 0.0% 0.0% 1854 0 0.0% Q2 2026 Jul 27, 2026
Oakmont Advisory Group, LLC History No change 188 14 0.01% 0.01% 1855 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 183 13 0.0% 0.0% 1856 0 0.0% Q2 2026 Aug 11, 2026
HOEY INVESTMENTS, INC History No change 175 13 0.0% 0.0% 1857 0 0.0% Q2 2026 Jul 27, 2026
Fort Vancouver Investment Management, LLC History No change 181 13 0.01% 0.01% 1858 0 0.0% Q2 2026 Jul 29, 2026
VSM Wealth Advisory, LLC History No change 178 13 0.0% 0.0% 1859 0 0.0% Q2 2026 Jul 22, 2026
Osbon Capital Management LLC History No change 157 11 0.01% 0.01% 1860 0 0.0% Q2 2026 Aug 13, 2026
Ravenstone Capital Management Inc. History No change 150 11 0.0% 0.0% 1861 0 0.0% Q2 2026 Aug 04, 2026
United Financial Planning Group LLC History No change 152 11 0.01% 0.01% 1862 0 0.0% Q2 2026 Aug 06, 2026
Bank of New Hampshire History New 129 10 0.0% — 1867 +129 New Q3 2026 Oct 06, 2026
Anchor Investment Management, LLC History No change 135 10 0.0% 0.0% 1863 0 0.0% Q2 2026 Sep 15, 2026
Sawyer & Company, Inc History No change 135 10 0.0% 0.0% 1864 0 0.0% Q2 2026 Jul 23, 2026
LOUISBOURG INVESTMENTS INC. History No change 140 10 0.0% 0.0% 1865 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 137 10 0.0% 0.0% 1866 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 130 9 0.0% 0.0% 1868 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 121 9 0.0% 0.0% 1869 0 0.0% Q2 2026 Aug 12, 2026
Kozak & Associates, Inc. History No change 129 9 0.0% 0.0% 1870 0 0.0% Q2 2026 Jul 02, 2026
Lloyd Advisory Services, LLC. History No change 128 9 0.0% 0.0% 1871 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 124 9 0.0% 0.0% 1872 0 0.0% Q2 2026 Jul 27, 2026
Miller Capital Partners, Inc. History No change 125 9 0.0% 0.0% 1873 0 0.0% Q2 2026 Aug 12, 2026
Markowski Investments History No change 130 9 0.0% 0.0% 1874 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 107 8 0.0% — 1878 +107 New Q3 2026 Oct 09, 2026
Hurley Capital, LLC History No change 111 8 0.0% 0.0% 1875 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 112 8 0.0% 0.0% 1876 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Management Group, LLC History No change 110 8 0.0% 0.0% 1877 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 103 7 0.0% 0.0% 1879 0 0.0% Q2 2026 Aug 06, 2026
Fairman Group, LLC History No change 94 7 0.01% 0.01% 1880 0 0.0% Q2 2026 Aug 04, 2026
Holos Integrated Wealth LLC History No change 95 7 0.0% 0.0% 1881 0 0.0% Q2 2026 Jul 15, 2026
Timbuktu Capital Management, LLC History No change 101 7 0.01% 0.01% 1882 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 75 6 0.0% 0.0% 1883 0 0.0% Q2 2026 Jul 24, 2026
Tower View Wealth Management LLC History No change 81 6 0.0% 0.0% 1884 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 89 6 0.0% 0.0% 1885 0 0.0% Q2 2026 Jul 24, 2026
Abound Wealth Management History No change 88 6 0.0% 0.0% 1886 0 0.0% Q2 2026 Jul 10, 2026
YANKCOM Partnership History No change 84 6 0.0% 0.0% 1887 0 0.0% Q2 2026 Jul 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 67 5 0.0% 0.0% 1888 0 0.0% Q2 2026 Aug 04, 2026
COUNTRY TRUST BANK History No change 75 5 0.0% 0.0% 1889 0 0.0% Q2 2026 Jul 15, 2026
CKW FINANCIAL GROUP History No change 64 5 0.0% 0.0% 1890 0 0.0% Q2 2026 Jul 24, 2026
WOLFF WIESE MAGANA LLC History No change 75 5 0.0% 0.0% 1891 0 0.0% Q2 2026 Jul 13, 2026
Ares Financial Consulting, LLC History No change 71 5 0.0% 0.0% 1892 0 0.0% Q2 2026 Jul 09, 2026
Banque Cantonale Vaudoise History No change 54,486 4 0.0% 0.0% 1893 0 0.0% Q2 2026 Jul 31, 2026
JDM Financial Group LLC History No change 55 4 0.0% 0.0% 1894 0 0.0% Q2 2026 Aug 17, 2026
Bear Mountain Capital, Inc. History No change 63 4 0.0% 0.0% 1895 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 53 4 0.0% 0.0% 1896 0 0.0% Q2 2026 Jul 30, 2026
Bullock Wealth Management Group History No change 55 4 0.0% 0.0% 1897 0 0.0% Q3 2026 Oct 09, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 66 4 0.0% 0.0% 1898 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 33 3 0.0% — 1909 +33 New Q3 2026 Oct 02, 2026
ST GERMAIN D J CO INC History No change 51 3 0.0% 0.0% 1899 0 0.0% Q2 2026 Jul 21, 2026
PITTENGER & ANDERSON INC History No change 44 3 0.0% 0.0% 1900 0 0.0% Q2 2026 Jul 27, 2026
Axiom Investment Management LLC History No change 47 3 0.0% 0.0% 1901 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 49 3 0.0% 0.0% 1902 0 0.0% Q2 2026 Aug 12, 2026
ESL Trust Services, LLC History No change 41 3 0.0% 0.0% 1903 0 0.0% Q2 2026 Aug 13, 2026
Investment Research & Advisory Group, Inc. History No change 42 3 0.0% 0.0% 1904 0 0.0% Q2 2026 Jul 23, 2026
Creative Capital Management Investments LLC History No change 40 3 0.0% 0.0% 1905 0 0.0% Q2 2026 Jul 24, 2026
Richard W. Paul & Associates, LLC History No change 44 3 0.0% 0.0% 1906 0 0.0% Q2 2026 Aug 10, 2026
Networth Advisors, LLC History No change 51 3 0.0% 0.0% 1907 0 0.0% Q2 2026 Jul 22, 2026
Robinswood Financial LLC History No change 42 3 0.0% 0.0% 1908 0 0.0% Q2 2026 Jul 14, 2026
TOTH FINANCIAL ADVISORY CORP History New 26 2 0.0% — 1914 +26 New Q3 2026 Oct 08, 2026
Kingdom Financial Group LLC. History No change 36 2 0.0% 0.0% 1910 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 27 2 0.0% 0.0% 1911 0 0.0% Q2 2026 Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 34 2 0.0% 0.0% 1912 0 0.0% Q2 2026 Aug 05, 2026
RHL GROUP, LLC History No change 27 2 0.0% 0.0% 1913 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 23 1 0.0% 0.0% 1915 0 0.0% Q2 2026 Jul 23, 2026
FNY Investment Advisers, LLC History No change 15 1 0.0% 0.0% 1916 0 0.0% Q2 2026 Jul 08, 2026
Park Place Capital Corp History No change 17 1 0.0% 0.0% 1917 0 0.0% Q2 2026 Aug 13, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 26 1 0.0% 0.0% 1918 0 0.0% Q2 2026 Jul 20, 2026
Merrithew & Thorsten Inc History No change 20 1 0.0% 0.0% 1919 0 0.0% Q2 2026 Jul 31, 2026
3 FACTOR INDEXING, LLC History No change 25 1 0.0% 0.0% 1920 0 0.0% Q2 2026 Jul 08, 2026
DLK Investment Management, LLC History Closed out 0 0 — 0.12% — -6,641 -100.0% Q3 2026 Oct 08, 2026
Factor Wealth Management LTD History Closed out 0 0 — 0.04% — -3,262 -100.0% Q3 2026 Oct 08, 2026
Go Invest LLC History Closed out 0 0 — 0.0% — -158 -100.0% Q3 2026 Oct 08, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -57 -100.0% Q3 2026 Oct 05, 2026
ALERUS FINANCIAL NA History No change 12 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 11 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
DecisionPoint Financial, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Trifecta Capital Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Imprint Wealth LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 01, 2026