iSHARES TRUST - IEFA

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.
Showing first 2,000 of 2,475 rows for faster page load. Safety cap is enabled for server stability (2,000 max rows). Back to fast mode.
Rows: 0
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 204,783,528 19,777,993 1.27% 1.27% 1 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 113,501,860 10,841,009 4.34% 4.34% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 106,642,553 10,299,538 0.54% 0.54% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 90,734,083 8,763,097 1.42% 1.42% 4 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 69,612,813 6,723,205 0.86% 0.86% 5 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 49,145,813 4,746,471 1.12% 1.12% 6 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 47,763,542 4,613,002 1.04% 1.04% 7 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 46,049,336 4,447,444 1.21% 1.21% 8 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 38,647,342 3,732,560 0.61% 0.61% 9 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 37,299,272 3,602,363 1.92% 1.92% 10 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 35,990,373 3,476,036 3.8% 3.8% 11 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 34,237,509 3,306,658 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 29,875,730 2,885,397 0.13% 0.13% 13 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 27,083,395 2,608,672 17.42% 17.42% 14 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 20,668,695 1,996,182 0.17% 0.17% 15 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 19,810,756 1,913,322 6.59% 6.59% 16 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 19,301,863 1,859,155 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 16,979,459 1,639,876 0.81% 0.81% 18 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 16,097,270 1,554,674 1.86% 1.86% 19 0 0.0% Q2 2026 Jul 28, 2026
AMERIPRISE FINANCIAL INC History No change 15,014,350 1,450,084 0.29% 0.29% 20 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 14,058,378 1,357,758 3.98% 3.98% 21 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 12,139,091 1,172,393 0.39% 0.39% 22 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 11,603,700 1,120,685 1.35% 1.35% 23 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 11,556,893 1,116,164 1.02% 1.02% 24 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 10,822,791 1,045,265 4.58% 4.58% 25 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 10,588,773 1,022,664 0.85% 0.85% 26 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 10,377,291 1,002,238 3.3% 3.3% 27 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 10,178,869 983,035 1.03% 1.03% 28 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 9,554,572 922,780 1.59% 1.59% 29 0 0.0% Q2 2026 Jul 30, 2026
ROYAL BANK OF CANADA History No change 9,263,997 894,718 0.13% 0.13% 30 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 8,955,018 864,876 1.46% 1.46% 31 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 8,835,463 853,329 0.16% 0.16% 32 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 7,515,350 725,832 1.18% 1.18% 33 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 6,772,847 654,121 7.99% 7.99% 34 0 0.0% Q2 2026 Jul 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,923,111 626,749 0.21% 0.21% 35 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 6,473,398 625,200 0.68% 0.68% 36 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 6,442,419 622,208 0.86% 0.86% 37 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 6,325,648 610,931 4.54% 4.54% 38 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 6,144,370 593,423 0.58% 0.58% 39 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 5,786,155 558,826 2.02% 2.02% 40 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 5,687,902 549,337 0.12% 0.12% 41 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 5,376,316 519,212 1.51% 1.51% 42 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,029,440 485,866 2.68% 2.68% 43 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 4,856,323 469,023 5.97% 5.97% 44 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,815,001 465,034 5.54% 5.54% 45 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 4,635,301 447,677 0.91% 0.91% 46 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 4,567,544 441,133 4.8% 4.8% 47 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 4,450,490 429,828 0.53% 0.53% 48 0 0.0% Q2 2026 Aug 19, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,169,800 402,719 3.01% 3.01% 49 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 4,143,105 400,141 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 4,008,471 387,138 12.73% 12.73% 51 0 0.0% Q2 2026 Aug 14, 2026
Members Trust Co History No change 3,899,413 376,605 11.72% 11.72% 52 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 3,851,465 371,974 4.97% 4.97% 53 0 0.0% Q2 2026 Jul 23, 2026
RiverFront Investment Group, LLC History No change 3,762,914 363,422 4.81% 4.81% 54 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,705,860 357,911 6.58% 6.58% 55 0 0.0% Q2 2026 Aug 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,677,104 355,134 7.68% 7.68% 56 0 0.0% Q2 2026 Jul 17, 2026
Modera Wealth Management, LLC History No change 3,646,299 352,159 3.76% 3.76% 57 0 0.0% Q2 2026 Aug 03, 2026
SEI INVESTMENTS CO History No change 3,612,061 348,853 0.31% 0.31% 58 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 3,613,535 347,188 0.53% 0.53% 59 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 3,543,932 342,272 11.75% 11.75% 60 0 0.0% Q2 2026 Aug 14, 2026
Bell Bank History No change 3,523,642 340,313 12.98% 12.98% 61 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 3,429,402 331,324 1.36% 1.36% 62 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 3,377,165 326,166 0.45% 0.45% 63 0 0.0% Q2 2026 Aug 27, 2026
Stairway Partners, LLC History Added to 3,142,395 304,435 14.38% 14.14% 64 +34,193 1.1% Q3 2026 Oct 01, 2026
Rockefeller Capital Management L.P. History No change 3,141,044 303,362 0.47% 0.47% 65 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,139,054 303,169 1.45% 1.45% 66 0 0.0% Q2 2026 Sep 23, 2026
Haverford Trust Co History No change 3,097,076 299,115 2.58% 2.58% 67 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,052,220 294,783 3.99% 3.99% 68 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 3,010,806 290,783 0.33% 0.33% 69 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,910,642 281,109 2.08% 2.08% 70 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,870,324 277,216 0.28% 0.28% 71 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,845,616 274,829 0.35% 0.35% 72 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 2,770,947 267,618 2.59% 2.59% 73 0 0.0% Q2 2026 Aug 05, 2026
Connecticut Wealth Management, LLC History No change 2,731,152 263,774 9.75% 9.75% 74 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 2,717,102 262,417 0.15% 0.15% 75 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 2,650,160 255,952 6.04% 6.04% 76 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 2,561,392 247,379 2.94% 2.94% 77 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 2,521,994 243,574 0.92% 0.92% 78 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 2,500,607 241,508 7.94% 7.94% 79 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 2,414,105 232,984 1.39% 1.39% 80 0 0.0% Q2 2026 Aug 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,387,887 230,622 3.45% 3.45% 81 0 0.0% Q2 2026 Jul 13, 2026
Passaic Partners LLC History No change 2,378,304 229,696 16.92% 16.92% 82 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,316,888 223,819 0.26% 0.26% 83 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 2,309,310 223,032 2.45% 2.45% 84 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,296,101 221,757 2.67% 2.67% 85 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 2,293,303 221,487 0.43% 0.43% 86 0 0.0% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History No change 2,291,497 221,312 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 13, 2026
Matson Money. Inc. History No change 2,251,588 217,458 6.06% 6.06% 88 0 0.0% Q2 2026 Jul 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,250,640 216,781 0.15% 0.15% 89 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 2,197,743 212,257 0.14% 0.14% 90 0 0.0% Q2 2026 Aug 13, 2026
CKW FINANCIAL GROUP History No change 2,188,095 210,232 20.66% 20.66% 91 0 0.0% Q2 2026 Jul 24, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 2,163,492 208,950 0.31% 0.31% 92 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 2,145,326 206,273 14.71% 14.71% 93 0 0.0% Q2 2026 Jul 15, 2026
Balentine LLC History No change 2,123,908 205,127 7.29% 7.29% 94 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 2,118,811 204,634 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 2,077,341 200,629 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 2,056,736 198,639 1.91% 1.91% 97 0 0.0% Q2 2026 Jul 21, 2026
UNC Management Company, Inc. History No change 2,037,480 196,780 9.52% 9.52% 98 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,993,012 193,438 0.32% 0.32% 99 0 0.0% Q2 2026 Jul 15, 2026
Investure, LLC History No change 1,956,850 188,992 11.81% 11.81% 100 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,886,270 182,175 2.28% 2.28% 101 0 0.0% Q2 2026 Jul 24, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,858,958 179,538 7.77% 7.77% 102 0 0.0% Q2 2026 Jul 21, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,857,171 179,365 8.43% 8.43% 103 0 0.0% Q2 2026 Jul 24, 2026
NEOS Investment Management LLC History No change 1,825,722 176,328 0.65% 0.65% 104 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History Added to 1,815,044 175,841 4.9% 4.81% 105 +12,438 0.69% Q3 2026 Oct 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,800,023 173,846 2.13% 2.13% 106 0 0.0% Q2 2026 Jul 20, 2026
National Philanthropic Trust History No change 1,740,104 168,059 2.43% 2.43% 107 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 1,707,890 164,948 1.56% 1.56% 108 0 0.0% Q2 2026 Aug 06, 2026
Meeder Advisory Services, Inc. History No change 1,660,460 160,367 5.87% 5.87% 109 0 0.0% Q2 2026 Aug 07, 2026
Aaron Wealth Advisors LLC History No change 1,610,916 155,582 7.9% 7.9% 110 0 0.0% Q2 2026 Jul 16, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 1,567,578 151,396 11.74% 11.74% 111 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 1,551,330 149,107 0.89% 0.89% 112 0 0.0% Q2 2026 Aug 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 1,524,207 147,207 8.7% 8.7% 113 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 1,520,243 146,825 0.68% 0.68% 114 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,496,403 144,522 0.74% 0.74% 115 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 1,486,643 143,580 0.67% 0.67% 116 0 0.0% Q2 2026 Aug 03, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,452,417 140,274 3.21% 3.21% 117 0 0.0% Q2 2026 Aug 05, 2026
First Financial Bank - Trust Division History Added to 1,437,711 139,285 10.05% 9.69% 118 +31,061 2.21% Q3 2026 Oct 01, 2026
Facet Wealth, Inc. History No change 1,426,574 137,778 1.97% 1.97% 119 0 0.0% Q2 2026 Jul 27, 2026
Wealthquest Corp History No change 1,419,270 137,073 8.65% 8.65% 120 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 1,403,968 135,600 0.37% 0.37% 121 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 1,394,259 134,657 0.4% 0.4% 122 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,392,936 134,529 0.21% 0.21% 123 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 1,383,831 133,650 1.69% 1.69% 124 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,372,046 132,512 1.98% 1.98% 125 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,371,932 132,501 0.31% 0.31% 126 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 1,343,998 129,803 2.99% 2.99% 127 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 1,340,715 129,486 1.99% 1.99% 128 0 0.0% Q2 2026 Aug 03, 2026
SigFig Wealth Management, LLC History Added to 1,329,530 128,804 3.22% 3.28% 129 +45,665 3.56% Q3 2026 Oct 07, 2026
Parcion Private Wealth LLC History No change 1,333,656 128,804 7.15% 7.15% 130 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 1,293,588 124,934 1.93% 1.93% 131 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 1,288,308 124,424 0.29% 0.29% 132 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 1,236,076 119,380 3.34% 3.34% 133 0 0.0% Q2 2026 Jul 17, 2026
Alaska Permanent Capital Management, LLC History No change 1,226,501 118,485 7.74% 7.74% 134 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,224,963 118,306 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
RKL Wealth Management LLC History No change 1,210,097 116,871 9.32% 9.32% 136 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History No change 1,188,881 115,583 3.17% 3.17% 137 0 0.0% Q2 2026 Jul 13, 2026
FIRST FOUNDATION ADVISORS History No change 1,189,720 114,903 4.13% 4.13% 138 0 0.0% Q2 2026 Aug 14, 2026
Arkos Global Advisors History No change 1,164,620 112,479 13.32% 13.32% 139 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 1,153,599 111,414 1.31% 1.31% 140 0 0.0% Q2 2026 Jul 22, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,146,545 110,733 0.16% 0.16% 141 0 0.0% Q2 2026 Jul 22, 2026
Global Strategic Investment Solutions, LLC History No change 1,136,642 109,776 9.73% 9.73% 142 0 0.0% Q2 2026 Aug 07, 2026
FORM Wealth Advisors, LLC History No change 1,125,655 108,715 11.96% 11.96% 143 0 0.0% Q2 2026 Jul 10, 2026
Dixon Mitchell Investment Counsel Inc. History No change 1,112,546 107,449 3.49% 3.49% 144 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 1,104,661 106,688 0.17% 0.17% 145 0 0.0% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History No change 1,103,300 106,556 0.92% 0.92% 146 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1,096,285 105,879 1.0% 1.0% 147 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 1,092,229 105,487 0.63% 0.63% 148 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 1,086,941 104,976 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 1,086,316 104,916 2.05% 2.05% 150 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,078,383 104,154 0.73% 0.73% 151 0 0.0% Q2 2026 Aug 10, 2026
Truepoint, Inc. History No change 1,070,948 103,432 2.16% 2.16% 152 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History No change 1,059,493 102,325 0.5% 0.5% 153 0 0.0% Q2 2026 Jul 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,045,647 100,988 10.28% 10.28% 154 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL TRUST CO History No change 1,044,216 100,850 3.42% 3.42% 155 0 0.0% Q2 2026 Jul 30, 2026
Bangor Savings Bank History Reduced 1,031,869 99,967 7.61% 8.07% 156 -104,686 -9.21% Q3 2026 Oct 06, 2026
Wellspring Financial Advisors, LLC History No change 1,695,488 99,950 6.58% 6.58% 157 0 0.0% Q2 2026 Jul 20, 2026
Diversified Trust Co History No change 1,031,811 99,652 1.6% 1.6% 158 0 0.0% Q2 2026 Jul 17, 2026
Rehmann Capital Advisory Group History No change 1,027,001 99,247 4.54% 4.54% 159 0 0.0% Q2 2026 Aug 20, 2026
Legacy Edge Advisors, LLC History No change 1,026,913 99,179 9.11% 9.11% 160 0 0.0% Q2 2026 Aug 11, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 1,017,877 98,306 10.33% 10.33% 161 0 0.0% Q2 2026 Aug 10, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,013,378 97,872 9.13% 9.13% 162 0 0.0% Q2 2026 Jul 07, 2026
ASPIRIANT, LLC History No change 1,010,674 97,611 2.41% 2.41% 163 0 0.0% Q2 2026 Jul 20, 2026
Klingman & Associates, LLC History No change 1,002,180 96,790 4.12% 4.12% 164 0 0.0% Q2 2026 Jul 29, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 993,547 95,956 1.26% 1.26% 165 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 987,420 95,365 0.44% 0.44% 166 0 0.0% Q2 2026 Aug 18, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 966,288 93,324 3.29% 3.29% 167 0 0.0% Q2 2026 Aug 13, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 963,753 93,079 5.25% 5.25% 168 0 0.0% Q2 2026 Aug 05, 2026
Fragasso Financial Advisors Inc History No change 958,090 92,532 4.92% 4.92% 169 0 0.0% Q2 2026 Jul 09, 2026
Strategic Investment Advisors / MI History No change 954,688 92,203 5.58% 5.58% 170 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 950,200 91,770 0.92% 0.92% 171 0 0.0% Q2 2026 Jul 15, 2026
Planning Project LLC History No change 914,240 91,604 18.27% 18.27% 172 0 0.0% Q2 2026 Sep 01, 2026
Texas Capital Bank Wealth Management Services Inc History No change 939,479 90,734 4.86% 4.86% 173 0 0.0% Q2 2026 Aug 07, 2026
AMG National Trust Bank History No change 933,430 90,150 1.85% 1.85% 174 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 932,380 90,049 0.77% 0.77% 175 0 0.0% Q2 2026 Jul 27, 2026
FIRST HAWAIIAN BANK History No change 920,605 88,912 11.26% 11.26% 176 0 0.0% Q2 2026 Jul 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 909,003 87,791 1.27% 1.27% 177 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 906,032 87,776 2.38% 2.4% 178 +44,362 5.15% Q3 2026 Oct 02, 2026
True Link Financial Advisors, LLC History No change 890,181 85,973 4.97% 4.97% 179 0 0.0% Q2 2026 Jul 31, 2026
FLOW TRADERS U.S. LLC History No change 886,469 85,615 3.52% 3.52% 180 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 885,703 85,541 2.34% 2.34% 181 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 1,226,784 84,974 1.79% 1.68% 182 +55,920 4.78% Q3 2026 Oct 08, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 864,303 83,474 8.28% 8.28% 183 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 861,731 83,225 0.27% 0.27% 184 0 0.0% Q2 2026 Jul 28, 2026
NOTTINGHAM ADVISORS, INC. History No change 730,459 80,606 9.62% 9.62% 185 0 0.0% Q2 2026 Jul 27, 2026
Wealthspire Advisors, LLC History No change 831,014 80,259 0.44% 0.44% 186 0 0.0% Q2 2026 Aug 11, 2026
Ironwood Wealth Management, LLC. History No change 830,395 80,199 17.77% 17.77% 187 0 0.0% Q2 2026 Jul 30, 2026
Disciplina Capital Management LLC History No change 814,315 78,646 8.12% 8.12% 188 0 0.0% Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 811,548 78,374 0.09% 0.09% 189 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 808,653 78,099 1.59% 1.59% 190 0 0.0% Q2 2026 Jul 30, 2026
BLAIR WILLIAM & CO/IL History No change 806,820 77,922 0.2% 0.2% 191 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 802,018 77,458 0.88% 0.88% 192 0 0.0% Q2 2026 Aug 04, 2026
Venturi Wealth Management, LLC History No change 789,088 76,210 2.95% 2.95% 193 0 0.0% Q2 2026 Jul 20, 2026
AlphaCore Capital LLC History No change 787,887 76,094 1.4% 1.4% 194 0 0.0% Q2 2026 Aug 06, 2026
Bluespring Wealth Management, LLC History No change 784,267 75,744 1.46% 1.46% 195 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 782,729 75,595 1.86% 1.86% 196 0 0.0% Q2 2026 Jul 29, 2026
Opus Capital Group, LLC History No change 782,078 75,533 7.32% 7.32% 197 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Added to 769,192 73,996 0.94% 0.7% 198 +255,576 49.76% Q3 2026 Oct 08, 2026
Roth Financial Partners LLC History Reduced 762,710 73,893 22.08% 21.93% 199 -939 -0.12% Q3 2026 Oct 06, 2026
Turtle Creek Wealth Advisors, LLC History No change 761,616 73,556 3.88% 3.88% 200 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 752,944 72,964 7.03% 7.03% 201 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 753,813 72,803 0.61% 0.61% 202 0 0.0% Q2 2026 Aug 06, 2026
RMR Wealth Builders History No change 753,130 72,737 4.52% 4.52% 203 0 0.0% Q2 2026 Jul 24, 2026
Constellation Investments, Inc. History No change 742,106 71,672 2.25% 2.25% 204 0 0.0% Q2 2026 Jul 17, 2026
Bleakley Financial Group, LLC History No change 739,588 71,429 0.91% 0.91% 205 0 0.0% Q2 2026 Aug 05, 2026
INTRUST BANK NA History No change 737,294 71,207 5.26% 5.26% 206 0 0.0% Q2 2026 Aug 05, 2026
Rockbridge Investment Management, LCC History No change 729,313 70,437 5.72% 5.72% 207 0 0.0% Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 707,313 68,312 5.12% 5.12% 208 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 706,882 68,270 1.29% 1.29% 209 0 0.0% Q2 2026 Jul 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 692,556 66,886 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 14, 2026
Leverty Financial Group, LLC History Added to 688,238 66,676 12.16% 11.9% 211 +54,595 8.62% Q3 2026 Oct 08, 2026
Cabot-Wellington, LLC History No change 689,947 66,635 17.56% 17.56% 212 0 0.0% Q2 2026 Jul 15, 2026
Jordan Park Group LLC History No change 686,229 66,276 3.36% 3.36% 213 0 0.0% Q2 2026 Aug 11, 2026
Southern Farm Bureau Life Insurance History No change 685,189 66,192 6.33% 6.33% 214 0 0.0% Q2 2026 Jul 29, 2026
Crewe Advisors LLC History No change 660,188 63,760 4.62% 4.62% 215 0 0.0% Q2 2026 Jul 23, 2026
71 West Capital Partners History No change 656,894 63,442 2.19% 2.19% 216 0 0.0% Q2 2026 Aug 04, 2026
WADDELL & ASSOCIATES, LLC History No change 654,514 63,212 3.13% 3.13% 217 0 0.0% Q2 2026 Jul 15, 2026
Brickley Wealth Management History No change 653,903 63,153 9.07% 9.07% 218 0 0.0% Q2 2026 Jul 13, 2026
Colony Family Offices, LLC History No change 652,458 63,014 13.85% 13.85% 219 0 0.0% Q2 2026 Jul 20, 2026
GREAT LAKES ADVISORS, LLC History No change 650,061 62,782 0.48% 0.48% 220 0 0.0% Q2 2026 Aug 10, 2026
Northwest Quadrant Wealth Management, LLC History No change 649,061 62,686 11.61% 11.61% 221 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 639,580 61,770 0.94% 0.94% 222 0 0.0% Q2 2026 Aug 05, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 638,057 61,623 5.01% 5.01% 223 0 0.0% Q2 2026 Aug 14, 2026
MASON STREET ADVISORS, LLC History No change 634,753 61,304 5.52% 5.52% 224 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 623,045 60,173 0.46% 0.46% 225 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 622,624 60,133 3.26% 3.26% 226 0 0.0% Q2 2026 Aug 10, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 609,070 58,823 6.81% 6.81% 227 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 603,713 58,305 0.86% 0.86% 228 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 596,260 57,843 1.08% 1.08% 229 0 0.0% Q2 2026 Jul 27, 2026
Parkside Investments, LLC History No change 594,046 57,372 6.36% 6.36% 230 0 0.0% Q2 2026 Jul 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 587,914 56,780 0.04% 0.04% 231 0 0.0% Q2 2026 Sep 09, 2026
Ledyard National Bank History No change 582,039 56,213 4.51% 4.51% 232 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 571,060 56,140 0.55% 0.55% 233 0 0.0% Q2 2026 Jul 27, 2026
Fusion Family Wealth, LLC History No change 576,900 55,717 3.7% 3.7% 234 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 575,931 55,623 0.67% 0.67% 235 0 0.0% Q2 2026 Aug 04, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 564,841 54,552 14.05% 14.05% 236 0 0.0% Q2 2026 Aug 07, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 560,000 54,084 2.14% 2.14% 237 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 555,218 53,622 0.24% 0.24% 238 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 527,521 53,390 2.79% 2.79% 239 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History Added to 550,410 53,323 5.89% 4.41% 240 +161,904 41.67% Q3 2026 Oct 07, 2026
BANK OF HAWAII History No change 545,285 52,663 2.6% 2.6% 241 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 542,389 52,547 0.37% 0.46% 242 -65,370 -10.76% Q3 2026 Oct 08, 2026
Stash Investments, LLC History No change 544,042 52,543 16.94% 16.94% 243 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 543,437 52,485 0.58% 0.58% 244 0 0.0% Q2 2026 Aug 12, 2026
Wescott Financial Advisory Group, LLC History No change 541,423 52,290 4.05% 4.05% 245 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 541,003 52,250 0.34% 0.34% 246 0 0.0% Q2 2026 Sep 08, 2026
Alaska Wealth Advisors, LLC History No change 540,299 52,182 5.65% 5.65% 247 0 0.0% Q2 2026 Aug 11, 2026
BOK Financial Private Wealth, Inc. History No change 539,455 52,100 2.67% 2.67% 248 0 0.0% Q2 2026 Aug 07, 2026
SVB WEALTH LLC History No change 535,683 51,736 3.26% 3.26% 249 0 0.0% Q2 2026 Jul 17, 2026
Shepherd Financial Partners LLC History No change 534,513 51,623 4.24% 4.24% 250 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 533,982 51,571 1.84% 1.84% 251 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 532,594 51,437 5.33% 5.33% 252 0 0.0% Q2 2026 Jul 09, 2026
EARNED WEALTH ADVISORS, LLC History No change 529,634 51,152 3.3% 3.3% 253 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 530,623 51,109 1.66% 1.66% 254 0 0.0% Q2 2026 Aug 12, 2026
Pacific Capital Wealth Advisors, Inc. History No change 518,409 50,067 7.55% 7.55% 255 0 0.0% Q2 2026 Jul 09, 2026
Global Wealth Strategies & Associates History Added to 514,121 49,808 9.13% 9.22% 256 +10,301 2.04% Q3 2026 Oct 01, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 504,846 48,758 0.61% 0.61% 257 0 0.0% Q2 2026 Aug 13, 2026
ISTHMUS PARTNERS, LLC History No change 504,019 48,678 4.71% 4.71% 258 0 0.0% Q2 2026 Jul 20, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 497,532 48,051 4.52% 4.52% 259 0 0.0% Q2 2026 Jul 14, 2026
Octavia Wealth Advisors, LLC History No change 495,563 47,861 4.13% 4.13% 260 0 0.0% Q2 2026 Jul 14, 2026
VICUS CAPITAL History No change 495,223 47,828 3.09% 3.09% 261 0 0.0% Q2 2026 Aug 05, 2026
Bishop & Co Investment Management, LLC History No change 491,811 47,499 14.62% 14.62% 262 0 0.0% Q2 2026 Jul 22, 2026
BLB&B Advisors, LLC History No change 491,224 47,442 1.74% 1.74% 263 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 491,194 47,439 0.48% 0.48% 264 0 0.0% Q2 2026 Jul 28, 2026
Galvin, Gaustad & Stein, LLC History Reduced 489,160 47,389 3.56% 3.51% 265 -2,955 -0.6% Q3 2026 Oct 08, 2026
Abundance Wealth Counselors History No change 481,054 46,460 3.02% 3.02% 266 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 480,723 46,428 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 473,780 45,757 0.76% 0.76% 268 0 0.0% Q2 2026 Aug 14, 2026
Probity Advisors, Inc. History No change 466,357 45,040 6.44% 6.44% 269 0 0.0% Q2 2026 Jul 31, 2026
CBM Financial, LLC History No change 465,364 44,791 26.65% 26.65% 270 0 0.0% Q2 2026 Aug 10, 2026
Archford Capital Strategies, LLC History No change 462,639 44,681 4.52% 4.52% 271 0 0.0% Q2 2026 Jul 17, 2026
CI INVESTMENTS INC. History No change 455,855 44,026 0.14% 0.14% 272 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 453,492 43,798 0.69% 0.69% 273 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 451,864 43,640 0.27% 0.27% 274 0 0.0% Q2 2026 Jul 20, 2026
Fort Point Capital Partners LLC History No change 450,986 43,556 3.02% 3.02% 275 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 448,670 43,332 0.48% 0.48% 276 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 445,714 43,047 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 03, 2026
Waverly Advisors, LLC History No change 444,851 42,963 0.25% 0.25% 278 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 433,664 41,883 3.91% 3.91% 279 0 0.0% Q2 2026 Jul 21, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 432,600 41,780 5.27% 5.27% 280 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 425,341 41,680 0.12% 0.12% 281 0 0.0% Q2 2026 Aug 10, 2026
Smith & Howard Wealth Management, LLC History No change 421,643 40,722 8.1% 8.1% 282 0 0.0% Q2 2026 Aug 03, 2026
Empire Life Investments Inc. History No change 421,505 40,708 2.27% 2.27% 283 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 419,080 40,474 0.62% 0.62% 284 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History Reduced 417,454 40,442 1.63% 1.64% 285 -11,746 -2.74% Q3 2026 Oct 08, 2026
Vestmark Advisory Solutions, Inc. History No change 418,281 40,397 0.38% 0.38% 286 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 413,668 39,952 0.15% 0.15% 287 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 411,357 39,852 1.05% 1.01% 288 +6,286 1.55% Q3 2026 Oct 05, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 412,090 39,799 17.88% 17.88% 289 0 0.0% Q2 2026 Jul 09, 2026
Affiance Financial, LLC History No change 404,972 39,112 5.62% 5.62% 290 0 0.0% Q2 2026 Jul 09, 2026
Heck Capital Advisors, LLC History No change 404,874 39,102 2.34% 2.34% 291 0 0.0% Q2 2026 Jul 10, 2026
Bull Oak Capital, LLC History No change 403,026 38,924 12.97% 12.97% 292 0 0.0% Q2 2026 Aug 10, 2026
Resonant Capital Advisors, LLC History No change 402,022 38,827 1.86% 1.86% 293 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 399,230 38,557 0.18% 0.18% 294 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 397,503 38,390 0.39% 0.39% 295 0 0.0% Q2 2026 Aug 11, 2026
Cranbrook Wealth Management, LLC History No change 396,052 38,250 7.16% 7.16% 296 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Financial Partners, Inc. History No change 391,221 37,784 0.26% 0.26% 297 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 388,888 37,558 5.72% 5.72% 298 0 0.0% Q2 2026 Jul 14, 2026
Bare Financial Services, Inc History No change 387,397 37,414 8.58% 8.58% 299 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 386,991 37,375 1.06% 1.06% 300 0 0.0% Q2 2026 Jul 07, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 384,856 37,169 2.82% 2.82% 301 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History Added to 381,551 36,964 3.68% 3.61% 302 +5,129 1.36% Q3 2026 Oct 08, 2026
Geneos Wealth Management Inc. History No change 382,333 36,925 0.75% 0.75% 303 0 0.0% Q2 2026 Aug 06, 2026
Purpose Unlimited Inc. History No change 379,053 36,609 1.4% 1.4% 304 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 375,853 36,299 4.89% 4.89% 305 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 374,427 36,162 0.17% 0.17% 306 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 369,769 35,823 0.94% 0.93% 307 +21,689 6.23% Q3 2026 Oct 07, 2026
McKinley Carter Wealth Services, Inc. History No change 368,453 35,585 1.83% 1.83% 308 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 367,626 35,505 0.66% 0.66% 309 0 0.0% Q2 2026 Aug 12, 2026
Iowa State Bank History Added to 365,493 35,408 5.98% 5.7% 310 +12,569 3.56% Q3 2026 Oct 06, 2026
Urban Financial Advisory Corp History No change 362,733 35,032 9.65% 9.65% 311 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 362,466 35,006 0.35% 0.35% 312 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 362,178 34,979 0.22% 0.22% 313 0 0.0% Q2 2026 Jul 20, 2026
Beacon Bank & Trust History No change 360,832 34,849 6.64% 6.64% 314 0 0.0% Q2 2026 Aug 03, 2026
Shoker Investment Counsel, Inc. History No change 360,045 34,773 8.73% 8.73% 315 0 0.0% Q2 2026 Aug 10, 2026
Portland Global Advisors LLC History No change 358,502 34,624 3.29% 3.29% 316 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 357,035 34,482 0.06% 0.06% 317 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 354,010 34,190 3.77% 3.77% 318 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 347,495 33,561 1.36% 1.36% 319 0 0.0% Q2 2026 Jul 28, 2026
Liquid Strategies, LLC History No change 347,344 33,546 4.58% 4.58% 320 0 0.0% Q2 2026 Jul 28, 2026
Ironsides Asset Advisors, LLC History No change 346,378 33,453 7.84% 7.84% 321 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 345,593 33,377 0.59% 0.59% 322 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 345,301 33,349 0.64% 0.64% 323 0 0.0% Q2 2026 Aug 14, 2026
Marion Wealth Management History No change 343,708 33,195 6.75% 6.75% 324 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 342,642 33,092 1.65% 1.65% 325 0 0.0% Q2 2026 Jul 10, 2026
New Perspectives, Inc History No change 342,517 33,080 10.15% 10.15% 326 0 0.0% Q2 2026 Jul 22, 2026
MTC Wealth Management LLC History No change 342,326 33,061 14.83% 14.83% 327 0 0.0% Q2 2026 Jul 31, 2026
Coastline Trust Co History Added to 341,129 33,048 3.08% 2.84% 328 +9,603 2.9% Q3 2026 Oct 01, 2026
OLD NATIONAL BANCORP /IN/ History No change 341,806 33,011 0.66% 0.66% 329 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN CENTURY COMPANIES INC History No change 338,800 32,721 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 12, 2026
Towercrest Capital Management History No change 331,636 32,030 4.46% 4.46% 331 0 0.0% Q2 2026 Aug 03, 2026
Tull Financial Group, Inc. History No change 329,996 31,871 12.47% 12.47% 332 0 0.0% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History No change 329,152 31,789 0.17% 0.17% 333 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 348,586 31,767 0.53% 0.53% 334 0 0.0% Q2 2026 Aug 13, 2026
ELEMENT POINTE ADVISORS, LLC History No change 328,745 31,750 5.11% 5.11% 335 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Investment Advisors, LLC History No change 326,439 31,527 5.92% 5.92% 336 0 0.0% Q2 2026 Aug 14, 2026
Regent Peak Wealth Advisors LLC History No change 322,722 31,168 5.77% 5.77% 337 0 0.0% Q2 2026 Jul 10, 2026
Conrad N. Hilton Foundation History No change 320,986 31,000 5.39% 5.39% 338 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 319,923 30,898 3.34% 3.34% 339 0 0.0% Q2 2026 Aug 13, 2026
Dean, Jacobson Financial Services, LLC History No change 319,298 30,837 16.97% 16.97% 340 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 319,116 30,820 0.93% 0.93% 341 0 0.0% Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 318,832 30,793 0.35% 0.35% 342 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST Co History No change 318,667 30,776 0.96% 0.96% 343 0 0.0% Q2 2026 Aug 03, 2026
MV CAPITAL MANAGEMENT, INC. History No change 318,525 30,763 2.73% 2.73% 344 0 0.0% Q2 2026 Jul 30, 2026
GHP Investment Advisors, Inc. History No change 317,111 30,626 1.13% 1.13% 345 0 0.0% Q2 2026 Jul 17, 2026
Perigon Wealth Management, LLC History No change 316,752 30,591 0.48% 0.48% 346 0 0.0% Q2 2026 Aug 07, 2026
MBL Wealth, LLC History No change 316,152 30,534 2.08% 2.08% 347 0 0.0% Q2 2026 Jul 15, 2026
RPTC Inc. History No change 315,891 30,508 5.14% 5.14% 348 0 0.0% Q2 2026 Aug 14, 2026
iA Global Asset Management Inc. History No change 313,949 30,321 0.36% 0.36% 349 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisors, LLC History No change 311,192 30,054 0.4% 0.4% 350 0 0.0% Q2 2026 Aug 06, 2026
Twele Capital Management, Inc. History No change 305,116 29,468 4.81% 4.81% 351 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 301,186 29,096 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 299,991 28,973 0.33% 0.33% 353 0 0.0% Q2 2026 Aug 10, 2026
Salus Financial Advisors, LLC History No change 298,638 28,842 14.22% 14.22% 354 0 0.0% Q2 2026 Aug 06, 2026
DT Investment Partners, LLC History No change 293,895 28,384 2.12% 2.12% 355 0 0.0% Q2 2026 Jul 27, 2026
West Financial Advisors, LLC History No change 290,065 28,014 4.25% 4.25% 356 0 0.0% Q2 2026 Jul 08, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 289,422 27,952 8.51% 8.51% 357 0 0.0% Q2 2026 Jul 21, 2026
Strategies Wealth Advisors, LLC History No change 289,181 27,929 2.5% 2.5% 358 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 287,236 27,741 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 13, 2026
Montis Financial, LLC History No change 286,757 27,694 5.66% 5.66% 360 0 0.0% Q2 2026 Aug 05, 2026
Tarbox Family Office, Inc. History No change 285,923 27,614 3.96% 3.96% 361 0 0.0% Q2 2026 Aug 03, 2026
Northwest & Ethical Investments L.P. History No change 284,870 27,512 0.64% 0.64% 362 0 0.0% Q2 2026 Aug 13, 2026
Great Diamond Partners, LLC History No change 284,116 27,439 4.72% 4.72% 363 0 0.0% Q2 2026 Jul 17, 2026
ASSOCIATED BANC-CORP History No change 283,379 27,368 0.65% 0.65% 364 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Edge Private Wealth Management, LLC History No change 282,364 27,270 5.57% 5.57% 365 0 0.0% Q2 2026 Jul 23, 2026
RWA WEALTH PARTNERS, LLC History No change 280,240 27,065 0.26% 0.26% 366 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 282,264 26,935 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 278,220 26,900 0.86% 0.86% 368 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 276,781 26,814 7.2% 6.32% 369 +27,276 10.93% Q3 2026 Oct 02, 2026
Pine Ridge Advisers LLC History No change 275,902 26,646 1.61% 1.61% 370 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 273,400 26,404 0.1% 0.1% 371 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 272,923 26,358 5.22% 5.22% 372 0 0.0% Q2 2026 Aug 11, 2026
WEST PACES ADVISORS INC. History No change 270,561 26,130 4.38% 4.38% 373 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History No change 267,138 25,800 0.9% 0.9% 374 0 0.0% Q2 2026 Aug 13, 2026
NorthLanding Financial Partners, LLC History No change 266,783 25,765 17.82% 17.82% 375 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 266,087 25,698 1.49% 1.49% 376 0 0.0% Q2 2026 Aug 11, 2026
10Elms LLP History No change 265,471 25,639 10.85% 10.85% 377 0 0.0% Q2 2026 Aug 14, 2026
S. R. Schill & Associates History No change 265,375 25,629 15.47% 15.47% 378 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 261,365 25,242 0.12% 0.12% 379 0 0.0% Q2 2026 Aug 11, 2026
Broadview Financial Management, LLC History No change 260,496 25,158 15.36% 15.36% 380 0 0.0% Q2 2026 Aug 12, 2026
BECKER CAPITAL MANAGEMENT INC History No change 259,662 25,078 0.67% 0.67% 381 0 0.0% Q2 2026 Jul 31, 2026
WLTH Capital Management, LLC History No change 259,370 25,049 16.06% 16.06% 382 0 0.0% Q2 2026 Jul 09, 2026
INSPIRE TRUST CO, N.A. History No change 259,000 25,014 3.44% 3.44% 383 0 0.0% Q2 2026 Aug 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 258,902 25,004 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 257,232 24,843 0.82% 0.82% 385 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 257,120 24,832 1.15% 1.15% 386 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 256,510 24,773 0.3% 0.3% 387 0 0.0% Q2 2026 Jul 22, 2026
LAZARD ASSET MANAGEMENT LLC History No change 255,537 24,679 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 14, 2026
LCNB CORP History No change 255,285 24,655 7.56% 7.56% 389 0 0.0% Q2 2026 Aug 10, 2026
Hudson Capital Management LLC History No change 254,966 24,624 5.95% 5.95% 390 0 0.0% Q2 2026 Jul 14, 2026
Martel Wealth Advisors LLC History No change 254,771 24,605 3.87% 3.87% 391 0 0.0% Q2 2026 Jul 13, 2026
NEPC LLC History No change 253,188 24,452 0.46% 0.46% 392 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 252,989 24,433 0.58% 0.58% 393 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 251,762 24,315 0.06% 0.06% 394 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 251,175 24,258 0.16% 0.16% 395 0 0.0% Q2 2026 Aug 10, 2026
INSTRUMENTAL WEALTH, LLC History No change 249,690 24,115 12.21% 12.21% 396 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 249,619 24,108 0.63% 0.63% 397 0 0.0% Q2 2026 Aug 04, 2026
Astra Wealth Partners LLC History No change 248,365 23,987 12.76% 12.76% 398 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 247,779 23,930 4.85% 4.85% 399 0 0.0% Q2 2026 Jul 15, 2026
Ashton Thomas Private Wealth, LLC History No change 247,653 23,918 0.5% 0.5% 400 0 0.0% Q2 2026 Jul 29, 2026
MYCIO WEALTH PARTNERS, LLC History No change 247,421 23,895 4.47% 4.47% 401 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 246,985 23,853 5.36% 5.36% 402 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 246,223 23,780 0.78% 0.78% 403 0 0.0% Q2 2026 Jul 17, 2026
Mann Financial Group, Inc. History No change 245,062 23,668 19.81% 19.81% 404 0 0.0% Q2 2026 Jul 22, 2026
One Capital Management, LLC History No change 258,802 23,429 0.65% 0.65% 405 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 240,817 23,265 4.91% 4.91% 406 0 0.0% Q2 2026 Jul 31, 2026
Texas Yale Capital Corp. History No change 240,154 23,194 0.5% 0.5% 407 0 0.0% Q2 2026 Aug 12, 2026
ROGCO, LP History No change 239,379 23,119 7.08% 7.08% 408 0 0.0% Q2 2026 Jul 30, 2026
Marble Wealth, LLC History No change 239,304 23,112 3.54% 3.54% 409 0 0.0% Q2 2026 Aug 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 236,645 22,855 1.11% 1.11% 410 0 0.0% Q2 2026 Jul 28, 2026
Strategic Point Investment Advisors, LLC History No change 235,578 22,752 2.96% 2.96% 411 0 0.0% Q2 2026 Jul 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 235,416 22,736 0.36% 0.36% 412 0 0.0% Q2 2026 Jul 28, 2026
HILLMAN CO History No change 234,481 22,646 8.01% 8.01% 413 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 233,923 22,592 0.41% 0.41% 414 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 233,404 22,541 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 198,294 22,393 3.38% 3.38% 416 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 230,889 22,299 0.71% 0.71% 417 0 0.0% Q2 2026 Jul 27, 2026
TORONTO DOMINION BANK History No change 230,525 22,258 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 229,801 22,194 1.93% 1.93% 419 0 0.0% Q2 2026 Jul 20, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 229,454 22,160 9.25% 9.25% 420 0 0.0% Q2 2026 Jul 14, 2026
WealthPlan Investment Management, LLC History No change 227,669 21,988 1.09% 1.09% 421 0 0.0% Q2 2026 Jul 28, 2026
Petix & Botte Co History No change 227,404 21,962 4.42% 4.42% 422 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 227,073 21,930 0.42% 0.42% 423 0 0.0% Q2 2026 Jul 27, 2026
Conservest Capital Advisors, Inc. History No change 227,051 21,928 1.74% 1.74% 424 0 0.0% Q2 2026 Jul 22, 2026
Cassilly Financial Group LLC History Added to 226,133 21,907 14.71% 12.18% 425 +52,385 30.15% Q3 2026 Oct 07, 2026
LPWM LLC History No change 226,644 21,889 4.86% 4.86% 426 0 0.0% Q2 2026 Jul 24, 2026
Columbia Bank History No change 225,679 21,796 4.89% 4.89% 427 0 0.0% Q2 2026 Jul 24, 2026
St. Clair Advisors, LLC History No change 225,416 21,770 5.6% 5.6% 428 0 0.0% Q2 2026 Jul 06, 2026
Shelter Ins Retirement Plan History No change 224,262 21,659 21.51% 21.51% 429 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History No change 222,992 21,536 1.7% 1.7% 430 0 0.0% Q2 2026 Jul 23, 2026
HB Wealth Management, LLC History No change 221,946 21,435 0.12% 0.12% 431 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 216,320 21,253 4.32% 4.32% 432 0 0.0% Q2 2026 Aug 06, 2026
Single Point Partners, LLC History No change 219,717 21,220 3.74% 3.74% 433 0 0.0% Q2 2026 Jul 16, 2026
Global Wealth Management Investment Advisory, Inc. History No change 218,529 21,105 3.0% 3.0% 434 0 0.0% Q2 2026 Jul 29, 2026
LINCOLN CAPITAL CORP History No change 217,387 20,995 6.82% 6.82% 435 0 0.0% Q2 2026 Jul 16, 2026
ERn Financial, LLC History No change 216,224 20,882 3.46% 3.46% 436 0 0.0% Q2 2026 Jul 23, 2026
Argent Advisors, Inc. History No change 216,088 20,869 5.22% 5.22% 437 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 215,453 20,808 1.29% 1.29% 438 0 0.0% Q2 2026 Aug 17, 2026
Crescent Grove Advisors, LLC History No change 214,655 20,731 1.73% 1.73% 439 0 0.0% Q2 2026 Aug 10, 2026
Bahl & Gaynor LLC History No change 214,326 20,699 0.1% 0.1% 440 0 0.0% Q2 2026 Aug 13, 2026
Core Wealth Advisors, Inc. History No change 214,314 20,698 4.16% 4.16% 441 0 0.0% Q2 2026 Aug 11, 2026
First Citizens Asset Management, Inc. History No change 212,161 20,490 6.55% 6.55% 442 0 0.0% Q2 2026 Jul 17, 2026
Fairway Wealth LLC History No change 211,595 20,435 4.67% 4.67% 443 0 0.0% Q2 2026 Jul 24, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 210,043 20,285 1.96% 1.96% 444 0 0.0% Q2 2026 Jul 22, 2026
Integrated Advisors Network LLC History No change 209,481 20,231 0.93% 0.93% 445 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 208,553 20,142 0.04% 0.04% 446 0 0.0% Q2 2026 Aug 03, 2026
McAdam, LLC History No change 208,548 20,141 0.78% 0.78% 447 0 0.0% Q2 2026 Aug 04, 2026
Ullmann Wealth Partners Group, LLC History No change 206,501 19,943 1.81% 1.81% 448 0 0.0% Q2 2026 Aug 10, 2026
Enclave Advisors LLC History No change 206,344 19,928 2.52% 2.52% 449 0 0.0% Q2 2026 Jul 14, 2026
Waterway Wealth Management, LLC History No change 247,308 19,883 4.06% 4.06% 450 0 0.0% Q2 2026 Jul 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 204,757 19,775 6.06% 6.06% 451 0 0.0% Q2 2026 Jul 29, 2026
SkyOak Wealth, LLC History No change 204,042 19,706 3.22% 3.22% 452 0 0.0% Q2 2026 Jul 30, 2026
James J. Burns & Company, LLC History No change 202,475 19,554 2.12% 2.12% 453 0 0.0% Q2 2026 Aug 06, 2026
Integrated Investment Consultants, LLC History No change 209,546 19,497 3.84% 3.84% 454 0 0.0% Q2 2026 Aug 17, 2026
49 WEALTH MANAGEMENT, LLC History No change 201,170 19,428 3.71% 3.71% 455 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 201,170 19,428 3.7% 3.7% 456 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 199,760 19,292 0.09% 0.09% 457 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 199,410 19,259 0.09% 0.09% 458 0 0.0% Q2 2026 Jul 17, 2026
WBH ADVISORY INC History No change 199,322 19,250 1.29% 1.29% 459 0 0.0% Q2 2026 Aug 05, 2026
Consolidated Portfolio Review Corp History No change 199,247 19,243 1.6% 1.6% 460 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 196,392 18,967 0.21% 0.21% 461 0 0.0% Q2 2026 Aug 12, 2026
Manhattan West Asset Management, LLC History No change 194,285 18,764 3.13% 3.13% 462 0 0.0% Q2 2026 Aug 11, 2026
FIRST MERCHANTS CORP History No change 194,223 18,758 0.66% 0.66% 463 0 0.0% Q2 2026 Jul 15, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 194,011 18,737 6.32% 6.32% 464 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 193,128 18,652 0.06% 0.06% 465 0 0.0% Q2 2026 Aug 13, 2026
Aspect Partners, LLC History No change 191,616 18,506 6.9% 6.9% 466 0 0.0% Q2 2026 Jul 16, 2026
Nationwide Fund Advisors History No change 811,888 18,494 0.76% 0.76% 467 0 0.0% Q2 2026 Jul 24, 2026
LOWE BROCKENBROUGH & CO INC History No change 191,260 18,471 0.82% 0.82% 468 0 0.0% Q2 2026 Aug 03, 2026
Randall & Associates Wealth Management History No change 190,048 18,354 11.35% 11.35% 469 0 0.0% Q2 2026 Jul 27, 2026
PDS Planning, Inc History No change 188,300 18,185 1.05% 1.05% 470 0 0.0% Q2 2026 Aug 05, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 187,226 18,082 7.53% 7.53% 471 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Union Bankshares Corp History No change 185,323 17,898 0.3% 0.3% 472 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 183,407 17,713 0.38% 0.38% 473 0 0.0% Q2 2026 Aug 03, 2026
GoalVest Advisory LLC History Added to 181,897 17,622 3.05% 3.02% 474 +13,536 8.04% Q3 2026 Oct 02, 2026
SageView Advisory Group, LLC History No change 181,320 17,511 0.57% 0.57% 475 0 0.0% Q2 2026 Aug 10, 2026
SAGE RHINO CAPITAL LLC History No change 179,361 17,322 2.81% 2.81% 476 0 0.0% Q2 2026 Aug 03, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 178,919 17,280 7.52% 7.52% 477 0 0.0% Q2 2026 Aug 14, 2026
GUIDANCE CAPITAL, INC History No change 178,249 17,247 3.69% 3.69% 478 0 0.0% Q2 2026 Jul 20, 2026
Royal Harbor Partners, LLC History No change 178,466 17,236 5.34% 5.34% 479 0 0.0% Q2 2026 Jul 27, 2026
Certified Advisory Corp History No change 176,394 17,036 1.37% 1.37% 480 0 0.0% Q2 2026 Jul 16, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 176,248 17,022 2.02% 2.02% 481 0 0.0% Q2 2026 Aug 05, 2026
Next Capital Management LLC History No change 176,061 17,003 4.59% 4.59% 482 0 0.0% Q2 2026 Aug 03, 2026
TECTONIC ADVISORS LLC History No change 174,341 16,837 0.81% 0.81% 483 0 0.0% Q2 2026 Jul 15, 2026
Trajan Wealth LLC History No change 174,236 16,827 0.64% 0.64% 484 0 0.0% Q2 2026 Aug 13, 2026
Field & Main Bank History No change 174,078 16,812 3.47% 3.47% 485 0 0.0% Q2 2026 Aug 19, 2026
Scarborough Advisors, LLC History No change 171,563 16,809 1.93% 1.93% 486 0 0.0% Q2 2026 Jul 21, 2026
Per Stirling Capital Management, LLC. History No change 173,752 16,780 1.59% 1.59% 487 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 173,576 16,764 1.13% 1.13% 488 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 173,402 16,747 0.83% 0.83% 489 0 0.0% Q2 2026 Aug 13, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 172,431 16,705 2.7% 2.86% 490 -9,728 -5.34% Q3 2026 Oct 08, 2026
Meridian Wealth Management, LLC History No change 172,923 16,700 0.51% 0.51% 491 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 172,855 16,694 0.52% 0.52% 492 0 0.0% Q2 2026 Jul 31, 2026
Alliance Wealth Management Group History No change 172,207 16,633 3.24% 3.24% 493 0 0.0% Q2 2026 Aug 04, 2026
Topel & Distasi Wealth Management, LLC History No change 170,320 16,449 7.94% 7.94% 494 0 0.0% Q2 2026 Aug 07, 2026
Northside Capital Management, LLC History No change 169,665 16,386 1.34% 1.34% 495 0 0.0% Q2 2026 Jul 10, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 168,943 16,316 8.04% 8.04% 496 0 0.0% Q2 2026 Jul 21, 2026
P/E Global LLC History No change 168,838 16,306 1.05% 1.05% 497 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 168,425 16,266 0.2% 0.2% 498 0 0.0% Q2 2026 Aug 11, 2026
RIVERSEDGE ADVISORS, LLC History No change 167,699 16,196 2.13% 2.13% 499 0 0.0% Q2 2026 Jul 16, 2026
MARQUETTE ASSOCIATES, INC. History No change 167,143 16,142 11.77% 11.77% 500 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Strategies, LLC History No change 166,874 16,116 7.8% 7.8% 501 0 0.0% Q2 2026 Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 166,358 16,067 3.98% 3.98% 502 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 165,785 16,011 0.9% 0.9% 503 0 0.0% Q2 2026 Jul 16, 2026
Summit Rock Advisors, LP History No change 165,763 16,009 21.02% 21.02% 504 0 0.0% Q2 2026 Aug 04, 2026
Forvis Mazars Wealth Advisors, LLC History No change 165,497 15,983 0.27% 0.27% 505 0 0.0% Q2 2026 Aug 10, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 163,974 15,836 4.15% 4.15% 506 0 0.0% Q2 2026 Aug 10, 2026
Regal Investment Advisors LLC History No change 163,424 15,783 0.82% 0.82% 507 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 162,745 15,677 0.44% 0.44% 508 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 162,246 15,669 0.08% 0.08% 509 0 0.0% Q2 2026 Jul 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 162,172 15,662 0.9% 0.9% 510 0 0.0% Q2 2026 Aug 13, 2026
Beirne Wealth Consulting Services, LLC History No change 161,447 15,594 3.1% 3.1% 511 0 0.0% Q2 2026 Jul 15, 2026
Strive Financial Group ,LLC History No change 161,444 15,592 6.78% 6.78% 512 0 0.0% Q2 2026 Aug 14, 2026
Shelter Mutual Insurance Co History No change 160,575 15,508 3.28% 3.28% 513 0 0.0% Q2 2026 Aug 11, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 160,551 15,506 5.34% 5.34% 514 0 0.0% Q2 2026 Jul 20, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 159,029 15,358 8.25% 8.25% 515 0 0.0% Q2 2026 Aug 13, 2026
Adaptive Financial Consulting, LLC History No change 157,965 15,256 5.34% 5.34% 516 0 0.0% Q2 2026 Aug 07, 2026
Carbahal Olsen Financial Services Group, LLC History No change 157,951 15,254 10.59% 10.59% 517 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 156,898 15,233 2.79% 2.79% 518 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Advisor Solutions, LLC History No change 156,976 15,160 0.13% 0.13% 519 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 156,553 15,121 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
VISTA FINANCE, LLC History No change 155,618 15,029 8.4% 8.4% 521 0 0.0% Q2 2026 Jul 16, 2026
YHB Investment Advisors, Inc. History Added to 154,452 14,963 0.94% 0.95% 522 +1,241 0.81% Q3 2026 Oct 08, 2026
ANDERSON HOAGLAND & CO History No change 154,878 14,958 1.17% 1.17% 523 0 0.0% Q2 2026 Jul 06, 2026
SlateStone Wealth, LLC History No change 154,835 14,954 1.15% 1.15% 524 0 0.0% Q2 2026 Jul 20, 2026
Allen Investment Management, LLC History No change 153,824 14,859 0.18% 0.18% 525 0 0.0% Q2 2026 Aug 05, 2026
COURIER CAPITAL LLC History No change 153,831 14,856 0.74% 0.74% 526 0 0.0% Q2 2026 Jul 16, 2026
Rossmore Private Capital History No change 153,822 14,856 1.2% 1.2% 527 0 0.0% Q2 2026 Jul 31, 2026
Harbour Capital Advisors, LLC History No change 152,459 14,822 2.7% 2.7% 528 0 0.0% Q2 2026 Jul 15, 2026
Berman McAleer LLC History No change 152,617 14,739 1.71% 1.71% 529 0 0.0% Q2 2026 Jul 16, 2026
Tortoise Investment Management, LLC History No change 152,455 14,724 1.1% 1.1% 530 0 0.0% Q2 2026 Aug 07, 2026
VAUGHAN & Co SECURITIES, INC. History No change 151,365 14,618 6.82% 6.82% 531 0 0.0% Q2 2026 Aug 03, 2026
EASTERN BANK History Added to 150,749 14,604 0.22% 0.22% 532 +2,780 1.88% Q3 2026 Oct 05, 2026
IFS Advisors, LLC History No change 150,786 14,563 6.97% 6.97% 533 0 0.0% Q2 2026 Aug 10, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 147,399 14,481 2.82% 2.82% 534 0 0.0% Q2 2026 Aug 07, 2026
Piedmont Capital Management, LLC History No change 150,002 14,417 7.28% 7.28% 535 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 148,832 14,374 0.74% 0.74% 536 0 0.0% Q2 2026 Jul 31, 2026
Arvest Bank Trust Division History No change 146,709 14,169 0.69% 0.69% 537 0 0.0% Q2 2026 Aug 13, 2026
MOTIVE WEALTH ADVISORS History No change 146,415 14,140 5.82% 5.82% 538 0 0.0% Q2 2026 Jul 20, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 146,081 14,109 0.96% 0.96% 539 0 0.0% Q2 2026 Aug 07, 2026
Riverview Trust Co History No change 146,064 14,106 16.81% 16.81% 540 0 0.0% Q2 2026 Jul 31, 2026
MidFirst Bank History No change 146,065 14,106 1.0% 1.0% 541 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 144,749 13,979 0.1% 0.1% 542 0 0.0% Q2 2026 Aug 13, 2026
Veery Capital, LLC History Added to 144,213 13,971 3.72% 3.73% 543 +463 0.32% Q3 2026 Oct 07, 2026
Montecito Bank & Trust History Added to 144,007 13,951 2.11% 2.07% 544 +665 0.46% Q3 2026 Oct 01, 2026
Omnia Family Wealth, LLC History No change 144,092 13,916 3.73% 3.73% 545 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 143,809 13,889 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 143,108 13,857 0.23% 0.23% 547 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 143,108 13,857 0.23% 0.23% 548 0 0.0% Q2 2026 Jul 29, 2026
Armbruster Capital Management, Inc. History No change 143,475 13,856 2.07% 2.07% 549 0 0.0% Q2 2026 Jul 16, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 143,150 13,825 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 10, 2026
Montz Harcus Wealth Management LLC History No change 142,895 13,800 4.91% 4.91% 551 0 0.0% Q2 2026 Jul 24, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 142,389 13,751 0.63% 0.63% 552 0 0.0% Q2 2026 Jul 21, 2026
Provenance Wealth Advisors, LLC History No change 140,818 13,600 1.3% 1.3% 553 0 0.0% Q2 2026 Jul 24, 2026
Accurate Wealth Management, LLC History No change 139,068 13,520 1.29% 1.29% 554 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History No change 139,439 13,467 0.15% 0.15% 555 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 138,535 13,379 1.91% 1.91% 556 0 0.0% Q2 2026 Aug 03, 2026
Planned Solutions, Inc. History No change 138,302 13,357 3.83% 3.83% 557 0 0.0% Q2 2026 Jul 13, 2026
Nova R Wealth, Inc. History No change 138,277 13,354 3.9% 3.9% 558 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 138,038 13,331 0.22% 0.22% 559 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 137,384 13,268 0.2% 0.2% 560 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 137,356 13,265 0.36% 0.36% 561 0 0.0% Q2 2026 Aug 07, 2026
Aureum Wealth Management, LLC History No change 136,811 13,213 8.19% 8.19% 562 0 0.0% Q2 2026 Jul 22, 2026
Mechanics Financial Corp History No change 136,452 13,178 4.71% 4.71% 563 0 0.0% Q2 2026 Aug 05, 2026
Foundry Financial Group, Inc. History No change 135,770 13,112 5.67% 5.67% 564 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 134,951 13,033 0.11% 0.11% 565 0 0.0% Q2 2026 Jul 27, 2026
Silverleafe Capital Partners, LLC History Added to 133,901 12,972 3.69% 3.52% 566 +234 0.18% Q3 2026 Oct 02, 2026
Apollon Financial, LLC History No change 133,596 12,902 1.52% 1.52% 567 0 0.0% Q2 2026 Jul 22, 2026
PENNEY FINANCIAL, LLC History No change 132,569 12,803 4.48% 4.48% 568 0 0.0% Q2 2026 Jul 22, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 131,186 12,670 0.35% 0.35% 569 0 0.0% Q2 2026 Aug 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 130,977 12,649 4.58% 4.58% 570 0 0.0% Q2 2026 Aug 07, 2026
ACORN CREEK CAPITAL LLC History No change 130,786 12,631 4.22% 4.22% 571 0 0.0% Q2 2026 Aug 06, 2026
Providence Capital Advisors, LLC History No change 130,045 12,559 1.9% 1.9% 572 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Advisory, LLC History No change 129,666 12,523 1.04% 1.04% 573 0 0.0% Q2 2026 Jul 29, 2026
Omega Financial Group, LLC History No change 129,502 12,507 3.81% 3.81% 574 0 0.0% Q2 2026 Jul 21, 2026
Winthrop Capital Management, LLC History No change 128,488 12,409 3.0% 3.0% 575 0 0.0% Q2 2026 Aug 13, 2026
CABOT WEALTH MANAGEMENT INC History No change 128,258 12,387 1.26% 1.26% 576 0 0.0% Q2 2026 Jul 31, 2026
Atlas Legacy Advisors, LLC History No change 128,198 12,381 1.83% 1.83% 577 0 0.0% Q2 2026 Jul 31, 2026
Pinion Investment Advisors, LLC History No change 128,146 12,376 2.35% 2.35% 578 0 0.0% Q2 2026 Aug 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 127,511 12,314 1.68% 1.68% 579 0 0.0% Q2 2026 Jul 20, 2026
Hardy Reed LLC History No change 125,821 12,151 0.78% 0.78% 580 0 0.0% Q2 2026 Aug 03, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 124,888 12,066 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 124,846 12,057 1.44% 1.44% 582 0 0.0% Q2 2026 Jul 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 123,687 11,945 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 123,732 11,896 0.29% 0.29% 584 0 0.0% Q2 2026 Jul 14, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 122,913 11,870 2.87% 2.87% 585 0 0.0% Q2 2026 Jul 09, 2026
NewCorp Financial Services, Inc. History No change 122,591 11,839 9.06% 9.06% 586 0 0.0% Q2 2026 Aug 03, 2026
Emergent Wealth Advisors, LLC History No change 122,017 11,778 6.12% 6.12% 587 0 0.0% Q2 2026 Jul 13, 2026
Hudson Oak Wealth Advisory LLC History No change 121,238 11,709 9.03% 9.03% 588 0 0.0% Q2 2026 Jul 21, 2026
Prosperity Consulting Group, LLC History No change 120,406 11,628 0.44% 0.44% 589 0 0.0% Q2 2026 Aug 13, 2026
Smith Salley Wealth Management History No change 119,957 11,585 0.5% 0.5% 590 0 0.0% Q2 2026 Jul 23, 2026
Symphony Financial, Ltd. Co. History No change 119,393 11,519 1.26% 1.26% 591 0 0.0% Q2 2026 Aug 03, 2026
Canopy Partners, LLC History No change 119,021 11,495 3.46% 3.46% 592 0 0.0% Q2 2026 Jul 22, 2026
Smith Partners Wealth Management, LLC History No change 118,994 11,492 9.14% 9.14% 593 0 0.0% Q2 2026 Aug 10, 2026
CONNING INC. History No change 118,845 11,478 0.34% 0.34% 594 0 0.0% Q2 2026 Jul 30, 2026
J.W. COLE ADVISORS, INC. History No change 118,738 11,467 0.2% 0.2% 595 0 0.0% Q2 2026 Jul 21, 2026
Widmann Financial Services, Inc. History No change 118,732 11,467 6.15% 6.15% 596 0 0.0% Q2 2026 Aug 14, 2026
ArchPoint Investors History No change 117,752 11,372 2.4% 2.4% 597 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 117,494 11,347 1.49% 1.49% 598 0 0.0% Q2 2026 Jul 27, 2026
Richard W. Paul & Associates, LLC History No change 117,424 11,340 3.47% 3.47% 599 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 116,838 11,284 0.32% 0.32% 600 0 0.0% Q2 2026 Aug 03, 2026
SWMG, LLC History No change 116,366 11,274 2.66% 2.66% 601 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History No change 116,100 11,247 0.96% 1.01% 602 0 0.0% Q3 2026 Oct 01, 2026
Ascent Group, LLC History No change 115,606 11,165 0.33% 0.33% 603 0 0.0% Q2 2026 Aug 03, 2026
BSW Wealth Partners History No change 114,416 11,050 1.23% 1.23% 604 0 0.0% Q2 2026 Jul 15, 2026
Central Pacific Bank - Trust Division History Added to 114,002 11,044 1.16% 1.06% 605 +5,879 5.44% Q3 2026 Oct 05, 2026
Tanager Wealth Management LLP History No change 114,019 11,011 0.96% 0.96% 606 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 113,726 10,983 0.89% 0.89% 607 0 0.0% Q2 2026 Aug 06, 2026
Greenspring Advisors, LLC History No change 113,465 10,958 0.61% 0.61% 608 0 0.0% Q2 2026 Aug 11, 2026
Evernest Financial Advisors, LLC History No change 112,146 10,831 2.27% 2.27% 609 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 112,103 10,826 0.13% 0.13% 610 0 0.0% Q2 2026 Aug 18, 2026
Abound Wealth Management History No change 112,102 10,826 2.15% 2.15% 611 0 0.0% Q2 2026 Jul 10, 2026
SC&H Financial Advisors, Inc. History No change 111,815 10,799 1.43% 1.43% 612 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 111,754 10,793 0.25% 0.25% 613 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 111,700 10,787 1.71% 1.71% 614 0 0.0% Q2 2026 Aug 13, 2026
ICONIQ Capital, LLC History No change 111,634 10,781 0.31% 0.31% 615 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 111,455 10,764 0.87% 0.87% 616 0 0.0% Q2 2026 Aug 03, 2026
Independent Solutions Wealth Management, LLC History No change 111,209 10,740 1.4% 1.4% 617 0 0.0% Q2 2026 Jul 29, 2026
Permanens Capital L.P. History No change 111,184 10,738 1.1% 1.1% 618 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 110,385 10,660 0.51% 0.51% 619 0 0.0% Q2 2026 Jul 23, 2026
FULTON BANK, N.A. History No change 110,329 10,655 0.33% 0.33% 620 0 0.0% Q2 2026 Jul 09, 2026
Life Planning Partners, Inc History No change 109,808 10,605 7.88% 7.88% 621 0 0.0% Q2 2026 Jul 21, 2026
Family Capital Trust Co History No change 109,444 10,570 3.44% 3.44% 622 0 0.0% Q2 2026 Jul 30, 2026
SYM FINANCIAL Corp History No change 108,747 10,502 0.84% 0.84% 623 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 108,452 10,474 0.12% 0.12% 624 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 108,238 10,453 0.27% 0.27% 625 0 0.0% Q2 2026 Jul 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 107,774 10,408 0.07% 0.07% 626 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 107,657 10,397 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 27, 2026
Aspen Investment Management Inc History No change 107,296 10,363 2.79% 2.79% 628 0 0.0% Q2 2026 Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 106,041 10,241 0.16% 0.16% 629 0 0.0% Q2 2026 Aug 10, 2026
TCV Trust & Wealth Management, Inc. History No change 105,736 10,211 0.77% 0.77% 630 0 0.0% Q2 2026 Jul 24, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 105,665 10,205 6.86% 6.86% 631 0 0.0% Q2 2026 Jul 10, 2026
FIRST UNITED BANK & TRUST History No change 105,428 10,182 2.93% 2.93% 632 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 105,122 10,152 0.29% 0.29% 633 0 0.0% Q2 2026 Aug 06, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 104,553 10,129 2.94% 2.79% 634 +5,219 5.25% Q3 2026 Oct 05, 2026
Chicago Partners Investment Group LLC History No change 104,106 9,969 0.2% 0.2% 635 0 0.0% Q2 2026 Jul 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 103,084 9,955 0.08% 0.08% 636 0 0.0% Q2 2026 Sep 23, 2026
May Hill Capital, LLC History No change 102,228 9,873 2.06% 2.06% 637 0 0.0% Q2 2026 Aug 07, 2026
Waldron Private Wealth LLC History No change 102,206 9,871 0.34% 0.34% 638 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 101,722 9,824 0.57% 0.57% 639 0 0.0% Q2 2026 Jul 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 101,295 9,783 0.69% 0.69% 640 0 0.0% Q2 2026 Aug 07, 2026
Arbor Investment Advisors, LLC History No change 100,765 9,731 1.1% 1.1% 641 0 0.0% Q2 2026 Jul 24, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 100,707 9,726 4.76% 4.76% 642 0 0.0% Q2 2026 Jul 29, 2026
MSH Capital Advisors LLC History No change 100,579 9,713 1.69% 1.69% 643 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 99,318 9,592 0.23% 0.23% 644 0 0.0% Q2 2026 Aug 14, 2026
Relyea Zuckerberg Hanson LLC History No change 99,318 9,592 0.8% 0.8% 645 0 0.0% Q2 2026 Jul 16, 2026
LOUISBOURG INVESTMENTS INC. History No change 98,511 9,514 1.76% 1.76% 646 0 0.0% Q2 2026 Jul 22, 2026
Advocacy Wealth Management, LLC History No change 97,468 9,413 0.34% 0.34% 647 0 0.0% Q2 2026 Jul 29, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 97,395 9,406 5.67% 5.67% 648 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History No change 97,208 9,388 0.91% 0.91% 649 0 0.0% Q2 2026 Jul 17, 2026
Waterloo Capital, L.P. History No change 97,062 9,374 0.53% 0.53% 650 0 0.0% Q2 2026 Jul 29, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 96,618 9,331 1.18% 1.18% 651 0 0.0% Q2 2026 Jul 31, 2026
PRAIRIE ADVISORY, LLC History No change 96,528 9,322 2.19% 2.19% 652 0 0.0% Q2 2026 Jul 20, 2026
Florida Trust Wealth Management Co History No change 96,125 9,283 0.23% 0.23% 653 0 0.0% Q2 2026 Jul 27, 2026
Stokes Family Office, LLC History No change 95,926 9,264 1.08% 1.08% 654 0 0.0% Q2 2026 Aug 11, 2026
Custos Family Office, LLC History No change 95,412 9,214 5.52% 5.52% 655 0 0.0% Q2 2026 Aug 19, 2026
State of Tennessee, Department of Treasury History No change 95,294 9,203 0.03% 0.03% 656 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 95,125 9,187 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History No change 95,081 9,182 1.98% 1.98% 658 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 93,813 9,060 0.16% 0.16% 659 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 93,457 9,026 0.63% 0.63% 660 0 0.0% Q2 2026 Jul 07, 2026
Rodgers & Associates, LTD History No change 93,059 8,987 0.82% 0.82% 661 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History No change 92,452 8,929 0.59% 0.59% 662 0 0.0% Q2 2026 Jul 29, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 92,389 8,922 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 07, 2026
Calamos Wealth Management LLC History No change 91,958 8,881 0.27% 0.27% 664 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 91,857 8,871 0.22% 0.22% 665 0 0.0% Q2 2026 Aug 07, 2026
RATIONAL ADVISORS, INC. History No change 91,784 8,864 0.81% 0.81% 666 0 0.0% Q2 2026 Jul 24, 2026
Madrid Financial Services History No change 91,538 8,840 4.68% 4.68% 667 0 0.0% Q2 2026 Aug 06, 2026
HORIZON BANCORP INC /IN/ History No change 90,645 8,754 4.1% 4.1% 668 0 0.0% Q2 2026 Aug 04, 2026
WESBANCO BANK INC History No change 90,396 8,730 0.22% 0.22% 669 0 0.0% Q2 2026 Jul 28, 2026
Hickory Point Bank & Trust History No change 89,165 8,638 5.19% 5.22% 670 0 0.0% Q3 2026 Oct 01, 2026
D.A. DAVIDSON & CO. History No change 88,908 8,586 0.05% 0.05% 671 0 0.0% Q2 2026 Jul 24, 2026
Hubbell Strickland Wealth Management, LLC History No change 88,130 8,511 3.07% 3.07% 672 0 0.0% Q2 2026 Jul 29, 2026
King Wealth Management Group History No change 87,962 8,495 0.93% 0.93% 673 0 0.0% Q2 2026 Aug 05, 2026
Squarepoint Ops LLC History No change 87,961 8,495 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 14, 2026
Sunbeam Capital Management, LLC History No change 87,874 8,486 3.88% 3.88% 675 0 0.0% Q2 2026 Jul 14, 2026
Roundview Capital LLC History No change 87,862 8,485 0.46% 0.46% 676 0 0.0% Q2 2026 Jul 30, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 86,959 8,481 7.46% 7.46% 677 0 0.0% Q2 2026 Jul 16, 2026
Sandy Cove Advisors, LLC History No change 87,703 8,470 2.12% 2.12% 678 0 0.0% Q2 2026 Jul 07, 2026
Mayflower Financial Advisors, LLC History No change 87,684 8,468 0.73% 0.73% 679 0 0.0% Q2 2026 Jul 09, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 87,549 8,455 2.03% 2.03% 680 0 0.0% Q2 2026 Aug 10, 2026
CIM INVESTMENT MANAGEMENT INC History No change 86,584 8,362 2.0% 2.0% 681 0 0.0% Q2 2026 Sep 29, 2026
Daner Wealth Management, LLC History No change 82,535 8,353 4.53% 4.53% 682 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 86,324 8,337 0.18% 0.18% 683 0 0.0% Q2 2026 Aug 14, 2026
Bryant Woods Investment Advisors, LLC History No change 86,308 8,335 2.32% 2.32% 684 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 86,047 8,310 0.27% 0.27% 685 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 85,974 8,303 0.42% 0.42% 686 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 85,959 8,301 0.11% 0.11% 687 0 0.0% Q2 2026 Aug 12, 2026
Lynch Investment Planning, LLC History No change 85,477 8,255 6.34% 6.34% 688 0 0.0% Q2 2026 Jul 17, 2026
Sheridan Capital Management, LLC History No change 84,727 8,182 3.94% 3.94% 689 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 84,174 8,129 0.04% 0.04% 690 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 83,871 8,100 0.03% 0.03% 691 0 0.0% Q2 2026 Aug 10, 2026
MONEYWISE, INC. History No change 83,608 8,074 3.01% 3.01% 692 0 0.0% Q2 2026 Jul 21, 2026
Oakwell Private Wealth Management, LLC History No change 83,474 8,061 1.34% 1.34% 693 0 0.0% Q2 2026 Aug 03, 2026
EWA, LLC History No change 82,610 7,978 1.46% 1.46% 694 0 0.0% Q2 2026 Jul 14, 2026
Auour Investments LLC History No change 82,194 7,938 2.28% 2.28% 695 0 0.0% Q2 2026 Jul 21, 2026
Williams Jones Wealth Management, LLC. History No change 81,533 7,874 0.09% 0.09% 696 0 0.0% Q2 2026 Aug 05, 2026
Vericrest Private Wealth History No change 81,495 7,870 7.0% 7.0% 697 0 0.0% Q2 2026 Jul 28, 2026
Clear Creek Financial Management, LLC History No change 80,957 7,818 0.5% 0.5% 698 0 0.0% Q2 2026 Jul 27, 2026
INSIGHT 2811, INC. History No change 80,753 7,799 3.02% 3.02% 699 0 0.0% Q2 2026 Aug 11, 2026
Saiph Capital, LLC History No change 80,570 7,781 2.33% 2.33% 700 0 0.0% Q2 2026 Jul 29, 2026
Wealth Analytics Partners, LLC History No change 79,502 7,702 2.79% 2.79% 701 0 0.0% Q2 2026 Jul 16, 2026
Dorsey & Whitney Trust CO LLC History No change 79,738 7,701 0.38% 0.38% 702 0 0.0% Q2 2026 Aug 14, 2026
Churchill Financial Advisors, LLC History No change 79,668 7,694 1.48% 1.48% 703 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 79,215 7,650 0.48% 0.48% 704 0 0.0% Q2 2026 Jul 30, 2026
CWA Asset Management Group, LLC History No change 78,877 7,617 0.23% 0.23% 705 0 0.0% Q2 2026 Jul 14, 2026
Affinity Capital Advisors, LLC History No change 77,415 7,610 0.94% 0.94% 706 0 0.0% Q2 2026 Jul 08, 2026
Sequent Planning LLC History No change 78,396 7,571 1.62% 1.62% 707 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 78,415 7,554 0.73% 0.73% 708 0 0.0% Q2 2026 Aug 04, 2026
GENESIS PRIVATE WEALTH, LLC History No change 78,081 7,541 2.12% 2.12% 709 0 0.0% Q2 2026 Jul 13, 2026
Coral Wealth Management, LLC History No change 77,562 7,490 6.14% 6.14% 710 0 0.0% Q2 2026 Aug 04, 2026
Elmwood Wealth Management, Inc. History No change 76,954 7,432 1.86% 1.86% 711 0 0.0% Q2 2026 Jul 07, 2026
DecisionMap Wealth Management, LLC History No change 76,882 7,425 4.16% 4.16% 712 0 0.0% Q2 2026 Jul 21, 2026
North Berkeley Wealth Management, LLC History No change 76,889 7,425 3.0% 3.0% 713 0 0.0% Q2 2026 Jul 28, 2026
SPINNAKER TRUST History No change 76,639 7,401 0.36% 0.36% 714 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 76,472 7,385 0.59% 0.59% 715 0 0.0% Q2 2026 Jul 28, 2026
Vista Cima Wealth Management LLC History No change 75,956 7,335 5.46% 5.46% 716 0 0.0% Q2 2026 Aug 07, 2026
Curry Webb Wealth Management LLC History No change 75,946 7,334 3.04% 3.04% 717 0 0.0% Q2 2026 Aug 13, 2026
BG Investment Services, LLC History No change 75,719 7,312 5.27% 5.27% 718 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 75,700 7,311 0.31% 0.31% 719 0 0.0% Q2 2026 Aug 06, 2026
Up Capital Management, Inc. History No change 75,584 7,299 5.65% 5.65% 720 0 0.0% Q2 2026 Aug 05, 2026
Sculati Wealth Management, LLC History No change 75,806 7,296 2.43% 2.43% 721 0 0.0% Q2 2026 Jul 21, 2026
Adelphi Trust Co History Added to 74,759 7,242 4.77% 4.49% 722 +4,667 6.66% Q3 2026 Oct 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 74,920 7,235 0.02% 0.02% 723 0 0.0% Q2 2026 Aug 10, 2026
Wealth Dimensions Group, Ltd. History No change 74,650 7,209 1.29% 1.29% 724 0 0.0% Q2 2026 Jul 22, 2026
Macco Financial Group, Inc. History No change 74,181 7,164 4.65% 4.65% 725 0 0.0% Q2 2026 Aug 07, 2026
Eagle Strategies LLC History No change 74,062 7,152 0.71% 0.71% 726 0 0.0% Q2 2026 Jul 21, 2026
Confluence Wealth Services, Inc. History No change 74,064 7,152 0.2% 0.2% 727 0 0.0% Q2 2026 Jul 22, 2026
Avion Wealth History No change 73,959 7,142 1.33% 1.33% 728 0 0.0% Q2 2026 Jul 31, 2026
Parkside Financial Bank & Trust History No change 73,142 7,064 0.48% 0.48% 729 0 0.0% Q2 2026 Sep 04, 2026
TWO SIGMA SECURITIES, LLC History No change 72,854 7,036 0.61% 0.61% 730 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 72,498 7,001 2.11% 2.11% 731 0 0.0% Q2 2026 Aug 10, 2026
Madison Asset Management, LLC History No change 72,252 6,978 0.08% 0.08% 732 0 0.0% Q2 2026 Aug 10, 2026
LTG Capital LLC History No change 72,216 6,974 4.66% 4.66% 733 0 0.0% Q2 2026 Aug 05, 2026
Bernard Wealth Management Corp. History No change 72,162 6,969 2.57% 2.57% 734 0 0.0% Q2 2026 Aug 21, 2026
Elyxium Wealth, LLC History No change 71,952 6,949 0.73% 0.73% 735 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 71,680 6,922 0.23% 0.23% 736 0 0.0% Q2 2026 Jul 31, 2026
Interchange Capital Partners, LLC History No change 71,634 6,918 1.3% 1.3% 737 0 0.0% Q2 2026 Jul 20, 2026
Center For Asset Management LLC History No change 71,539 6,909 3.07% 3.07% 738 0 0.0% Q2 2026 Jul 27, 2026
Snider Financial Group History No change 71,432 6,898 1.76% 1.76% 739 0 0.0% Q2 2026 Jul 14, 2026
HEADINVEST, LLC History No change 70,583 6,816 1.27% 1.27% 740 0 0.0% Q2 2026 Aug 14, 2026
Schuylkill Financial LLC History No change 70,482 6,807 6.29% 6.29% 741 0 0.0% Q2 2026 Aug 07, 2026
Jump Financial, LLC History No change 70,458 6,804 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 13, 2026
Busey Bank History No change 70,437 6,802 0.16% 0.16% 743 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 70,394 6,798 0.27% 0.27% 744 0 0.0% Q2 2026 Aug 13, 2026
GGM Financial LLC History No change 70,278 6,787 2.57% 2.57% 745 0 0.0% Q2 2026 Jul 23, 2026
Carrera Capital Advisors History No change 70,102 6,770 1.0% 1.0% 746 0 0.0% Q2 2026 Aug 03, 2026
STOCK YARDS BANK & TRUST CO History No change 70,084 6,768 0.19% 0.19% 747 0 0.0% Q2 2026 Aug 19, 2026
Portside Wealth Group, LLC History No change 70,013 6,761 0.79% 0.79% 748 0 0.0% Q2 2026 Jul 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 69,909 6,751 0.19% 0.19% 749 0 0.0% Q2 2026 Aug 10, 2026
Telos Capital Management, Inc. History No change 69,877 6,748 0.59% 0.59% 750 0 0.0% Q2 2026 Jul 22, 2026
AtlasMark Financial, Inc History No change 69,666 6,728 3.31% 3.31% 751 0 0.0% Q2 2026 Aug 17, 2026
Premier Private Wealth Management LLC History No change 69,250 6,688 5.85% 5.85% 752 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 68,894 6,657 0.1% 0.1% 753 0 0.0% Q2 2026 Jul 15, 2026
TritonPoint Partners, LLC History No change 68,931 6,657 0.55% 0.55% 754 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, LLC History No change 68,890 6,653 0.82% 0.82% 755 0 0.0% Q2 2026 Jul 15, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 68,658 6,651 0.55% 0.55% 756 -248 -0.36% Q3 2026 Oct 06, 2026
BRIGHTON JONES LLC History No change 68,853 6,649 0.12% 0.12% 757 0 0.0% Q2 2026 Aug 11, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 68,567 6,622 1.46% 1.46% 758 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 68,542 6,619 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 07, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 68,037 6,571 2.76% 2.76% 760 0 0.0% Q2 2026 Jul 15, 2026
CFS Investment Advisory Services, LLC History No change 67,295 6,547 0.44% 0.44% 761 0 0.0% Q2 2026 Jul 16, 2026
BCS Private Wealth Management, Inc. History No change 67,575 6,526 1.97% 1.97% 762 0 0.0% Q2 2026 Jul 31, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 67,397 6,509 0.14% 0.14% 763 0 0.0% Q2 2026 Jul 17, 2026
Financial Synergies Wealth Advisors, Inc. History No change 67,285 6,498 0.55% 0.55% 764 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIENT ADVISORS LLC History No change 67,204 6,490 0.93% 0.93% 765 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 67,000 6,470 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 14, 2026
Brio Consultants, LLC History No change 66,903 6,461 0.76% 0.76% 767 0 0.0% Q2 2026 Aug 12, 2026
Envision Financial Transparency, LLC History No change 125,975 6,451 5.5% 5.5% 768 0 0.0% Q2 2026 Aug 21, 2026
RiverGlades Family Offices LLC History No change 66,679 6,439 2.95% 2.95% 769 0 0.0% Q2 2026 Aug 10, 2026
LEUTHOLD GROUP, LLC History No change 66,478 6,420 0.65% 0.65% 770 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History No change 66,377 6,410 0.32% 0.32% 771 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 66,208 6,394 1.02% 1.02% 772 0 0.0% Q2 2026 Aug 04, 2026
Westfuller Advisors, LLC History No change 66,104 6,384 2.32% 2.32% 773 0 0.0% Q2 2026 Jul 29, 2026
TAGStone Capital, Inc. History No change 66,072 6,381 2.03% 2.03% 774 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 65,984 6,372 0.09% 0.09% 775 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 65,808 6,372 2.33% 2.33% 776 0 0.0% Q2 2026 Jul 28, 2026
Clayton Financial Group LLC History No change 65,826 6,357 3.51% 3.51% 777 0 0.0% Q2 2026 Jul 20, 2026
TFB Advisors LLC History No change 65,589 6,334 2.79% 2.79% 778 0 0.0% Q2 2026 Aug 06, 2026
ADE, LLC History No change 65,500 6,325 2.67% 2.67% 779 0 0.0% Q2 2026 Aug 04, 2026
SAPIENT CAPITAL LLC History Added to 65,022 6,299 0.08% 0.08% 780 +4,908 8.16% Q3 2026 Oct 08, 2026
One Degree Advisors Inc History No change 65,430 6,286 1.4% 1.4% 781 0 0.0% Q2 2026 Jul 31, 2026
TruNorth Capital Management, LLC History No change 65,020 6,279 1.01% 1.01% 782 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone National Bank & Trust Co History No change 65,347 6,278 2.12% 2.12% 783 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 64,828 6,261 0.24% 0.24% 784 0 0.0% Q2 2026 Jul 23, 2026
CrossGen Wealth, LLC History No change 64,385 6,218 4.83% 4.83% 785 0 0.0% Q2 2026 Jul 24, 2026
Mach-1 Financial Group, LLC History No change 64,333 6,213 2.41% 2.41% 786 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 63,403 6,122 0.62% 0.62% 787 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 63,196 6,103 0.35% 0.35% 788 0 0.0% Q2 2026 Aug 10, 2026
SoundView Advisors Inc. History No change 62,679 6,053 1.97% 1.97% 789 0 0.0% Q2 2026 Jul 31, 2026
Marietta Wealth Management, LLC History No change 62,460 6,032 0.62% 0.62% 790 0 0.0% Q2 2026 Aug 03, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 62,437 6,030 0.36% 0.36% 791 0 0.0% Q2 2026 Jul 31, 2026
SELDON CAPITAL LP History No change 62,425 6,029 1.89% 1.89% 792 0 0.0% Q2 2026 Aug 14, 2026
Atlanta Consulting Group Advisors, LLC History No change 62,176 6,004 0.95% 0.95% 793 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 62,109 5,998 2.18% 2.18% 794 0 0.0% Q2 2026 Aug 11, 2026
Fortis Capital Advisors, LLC History No change 61,639 5,953 0.67% 0.67% 795 0 0.0% Q2 2026 Jul 31, 2026
Good Steward Wealth Advisors,LLC History No change 61,628 5,952 3.59% 3.59% 796 0 0.0% Q2 2026 Aug 03, 2026
Gold Investment Management Ltd. History No change 61,518 5,941 1.61% 1.61% 797 0 0.0% Q2 2026 Aug 05, 2026
Alliance Private Wealth, LLC History No change 61,515 5,941 2.06% 2.06% 798 0 0.0% Q2 2026 Jul 09, 2026
MATTERS CAPITAL LLC History No change 61,518 5,941 4.16% 4.16% 799 0 0.0% Q2 2026 Aug 12, 2026
GENTRY PRIVATE WEALTH, LLC History No change 60,891 5,880 3.03% 3.03% 800 0 0.0% Q2 2026 Aug 05, 2026
INVESTMENT PARTNERS, LTD. History No change 60,686 5,861 1.83% 1.83% 801 0 0.0% Q2 2026 Aug 04, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 60,586 5,851 0.31% 0.31% 802 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History No change 60,248 5,818 0.32% 0.32% 803 0 0.0% Q2 2026 Jul 10, 2026
OPPENHEIMER & CO INC History No change 60,151 5,809 0.06% 0.06% 804 0 0.0% Q2 2026 Aug 03, 2026
Segment Wealth Management, LLC History No change 60,013 5,796 0.3% 0.3% 805 0 0.0% Q2 2026 Jul 16, 2026
Renasant Bank History No change 59,977 5,792 3.72% 3.72% 806 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 59,851 5,780 0.04% 0.04% 807 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Group, LLC History No change 59,784 5,773 0.45% 0.45% 808 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 59,657 5,759 0.68% 0.68% 809 0 0.0% Q2 2026 Aug 10, 2026
Parkwoods Wealth Partners, LLC History No change 59,294 5,726 0.92% 0.92% 810 0 0.0% Q2 2026 Jul 27, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 59,194 5,716 0.85% 0.85% 811 0 0.0% Q2 2026 Jul 10, 2026
Rothschild Wealth LLC History No change 58,920 5,690 0.45% 0.45% 812 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 58,563 5,656 0.38% 0.38% 813 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 58,481 5,652 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 27, 2026
Joel Adams & Associates, Inc. History No change 58,417 5,641 3.62% 3.62% 815 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 58,357 5,636 0.13% 0.13% 816 0 0.0% Q2 2026 Jul 28, 2026
Traveka Wealth, LLC History No change 58,312 5,631 1.87% 1.87% 817 0 0.0% Q2 2026 Jul 21, 2026
West Family Investments, Inc. History No change 58,233 5,624 1.63% 1.63% 818 0 0.0% Q2 2026 Aug 10, 2026
Box Hill Private Wealth LLC History Added to 57,907 5,610 4.08% 3.99% 819 +6,367 12.35% Q3 2026 Oct 05, 2026
Valmark Advisers, Inc. History No change 57,902 5,592 0.06% 0.06% 820 0 0.0% Q2 2026 Aug 06, 2026
Kaydan Wealth Management, Inc. History Reduced 56,615 5,484 1.88% 1.75% 821 -2,975 -4.99% Q3 2026 Oct 08, 2026
Merkkuri Wealth Advisors LLC History No change 56,333 5,440 3.38% 3.38% 822 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 56,020 5,410 0.47% 0.47% 823 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 56,012 5,409 0.18% 0.18% 824 0 0.0% Q2 2026 Jul 24, 2026
William Howard & Co Financial Advisors Inc History No change 56,013 5,409 4.21% 4.21% 825 0 0.0% Q2 2026 Jul 09, 2026
Hamilton Wealth, LLC History No change 55,823 5,391 0.99% 0.99% 826 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 55,676 5,377 0.32% 0.32% 827 0 0.0% Q2 2026 Aug 04, 2026
Crusonia Wealth Advisors LLC History No change 55,582 5,368 0.88% 0.88% 828 0 0.0% Q2 2026 Jul 30, 2026
Eley Financial Management, Inc History No change 55,126 5,324 1.72% 1.72% 829 0 0.0% Q2 2026 Aug 11, 2026
Wright Wealth LLC History No change 55,133 5,324 3.2% 3.2% 830 0 0.0% Q2 2026 Jul 29, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 54,982 5,310 0.46% 0.46% 831 0 0.0% Q2 2026 Jul 27, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 54,839 5,296 0.65% 0.65% 832 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 54,421 5,255 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 54,370 5,251 0.17% 0.17% 834 0 0.0% Q2 2026 Jul 30, 2026
Old Port Advisors History No change 54,317 5,245 1.03% 1.03% 835 0 0.0% Q2 2026 Jul 21, 2026
Tanglewood Wealth Management, Inc. History No change 54,279 5,242 0.45% 0.45% 836 0 0.0% Q2 2026 Jul 27, 2026
FFT WEALTH MANAGEMENT LLC History No change 54,170 5,231 0.82% 0.82% 837 0 0.0% Q2 2026 Jul 27, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 54,113 5,226 1.95% 1.95% 838 0 0.0% Q2 2026 Aug 03, 2026
Palisade Asset Management, LLC History No change 54,040 5,219 0.48% 0.48% 839 0 0.0% Q2 2026 Jul 20, 2026
Allie Family Office LLC History No change 54,020 5,217 1.93% 1.93% 840 0 0.0% Q2 2026 Oct 02, 2026
Sage Advisory Services, Ltd.Co. History No change 53,905 5,206 2.56% 2.56% 841 0 0.0% Q2 2026 Jul 22, 2026
Prism Advisors, Inc. History No change 53,738 5,190 1.26% 1.26% 842 0 0.0% Q2 2026 Jul 24, 2026
B. Riley Wealth Advisors, Inc. History No change 53,773 5,179 0.28% 0.28% 843 0 0.0% Q2 2026 Jul 14, 2026
Hofer & Associates. Inc History No change 53,611 5,177 2.5% 2.5% 844 0 0.0% Q2 2026 Jul 21, 2026
Fortitude Family Office, LLC History No change 53,550 5,171 1.0% 1.0% 845 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ALLIANCE, LLC History No change 53,215 5,139 0.43% 0.43% 846 0 0.0% Q2 2026 Aug 11, 2026
High Net Worth Advisory Group LLC History No change 53,214 5,139 1.09% 1.09% 847 0 0.0% Q2 2026 Jul 29, 2026
Boyd Wealth Management, LLC History No change 52,909 5,109 1.93% 1.93% 848 0 0.0% Q2 2026 Jul 16, 2026
Trivium Point Advisory, LLC History No change 52,529 5,073 0.46% 0.46% 849 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 52,412 5,061 0.27% 0.27% 850 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 52,320 5,053 0.24% 0.24% 851 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 52,194 5,040 0.26% 0.26% 852 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 55,442 5,027 0.63% 0.63% 853 0 0.0% Q2 2026 Aug 05, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 51,992 5,021 2.62% 2.62% 854 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 51,877 5,010 3.09% 3.09% 855 0 0.0% Q2 2026 Jul 28, 2026
AAF Wealth Management, LLC History No change 51,604 4,983 1.84% 1.84% 856 0 0.0% Q2 2026 Jul 17, 2026
SteelPeak Wealth, LLC History No change 51,558 4,979 0.13% 0.13% 857 0 0.0% Q2 2026 Jul 13, 2026
Asset Allocation Strategies LLC History No change 51,519 4,975 0.77% 0.77% 858 0 0.0% Q2 2026 Aug 17, 2026
OKABENA INVESTMENT SERVICES INC History No change 51,262 4,950 0.88% 0.88% 859 0 0.0% Q2 2026 Aug 04, 2026
Pembroke Management, LTD History No change 51,225 4,947 0.78% 0.78% 860 0 0.0% Q2 2026 Jul 22, 2026
LM Advisors LLC History No change 51,023 4,926 0.57% 0.57% 861 0 0.0% Q2 2026 Aug 12, 2026
Choate Investment Advisors History No change 50,878 4,913 0.09% 0.09% 862 0 0.0% Q2 2026 Aug 11, 2026
Operose Advisors LLC History No change 50,876 4,913 0.95% 0.95% 863 0 0.0% Q2 2026 Aug 13, 2026
PCM Encore, LLC History No change 50,648 4,891 0.86% 0.86% 864 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History No change 50,641 4,890 0.42% 0.42% 865 0 0.0% Q2 2026 Jul 08, 2026
Ellis Investment Partners, LLC History No change 50,521 4,879 0.74% 0.74% 866 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 50,484 4,875 0.07% 0.07% 867 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Advisors, Inc. History No change 50,428 4,870 0.59% 0.59% 868 0 0.0% Q2 2026 Aug 05, 2026
Rinkey Investments History No change 50,387 4,866 1.15% 1.15% 869 0 0.0% Q2 2026 Jul 20, 2026
Element Wealth, LLC History No change 50,196 4,847 1.81% 1.81% 870 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 50,108 4,839 0.69% 0.69% 871 0 0.0% Q2 2026 Jul 16, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 50,073 4,836 0.04% 0.04% 872 0 0.0% Q2 2026 Jul 23, 2026
Sage Mountain Advisors LLC History No change 49,608 4,791 0.29% 0.29% 873 0 0.0% Q2 2026 Aug 05, 2026
Patten Group, Inc. History No change 49,485 4,779 0.74% 0.74% 874 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 49,407 4,771 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 06, 2026
Wakefield Asset Management LLLP History No change 49,358 4,767 1.07% 1.07% 876 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 49,303 4,761 0.21% 0.21% 877 0 0.0% Q2 2026 Jul 31, 2026
Essex Financial Services, Inc. History No change 49,250 4,756 0.24% 0.24% 878 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 48,985 4,730 1.99% 1.99% 879 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 48,860 4,718 0.26% 0.26% 880 0 0.0% Q2 2026 Jul 31, 2026
RFG Advisory, LLC History No change 48,754 4,708 0.07% 0.07% 881 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 48,537 4,687 0.0% 0.0% 882 0 0.0% Q2 2026 Sep 02, 2026
Inspire Advisors, LLC History No change 48,437 4,677 0.33% 0.33% 883 0 0.0% Q2 2026 Aug 13, 2026
Invera Wealth Advisors, LLC History No change 48,398 4,674 2.51% 2.51% 884 0 0.0% Q2 2026 Jul 29, 2026
Canvas Wealth Advisors, LLC History No change 48,375 4,672 0.65% 0.65% 885 0 0.0% Q2 2026 Jul 10, 2026
Rock Creek Group LLC History No change 48,089 4,646 0.47% 0.47% 886 0 0.0% Q2 2026 Aug 03, 2026
Sound View Wealth Advisors Group, LLC History No change 48,031 4,638 0.29% 0.29% 887 0 0.0% Q2 2026 Aug 11, 2026
Purewater Capital LLC History No change 48,000 4,635 3.35% 3.35% 888 0 0.0% Q2 2026 Jul 28, 2026
Diversified Enterprises, LLC History No change 47,946 4,630 0.22% 0.22% 889 0 0.0% Q2 2026 Jul 31, 2026
Claro Advisors Inc. History No change 47,863 4,622 0.49% 0.49% 890 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 47,820 4,618 0.12% 0.12% 891 0 0.0% Q2 2026 Jul 07, 2026
New Hampshire Trust History No change 47,693 4,606 0.87% 0.87% 892 0 0.0% Q2 2026 Jul 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 47,503 4,602 0.3% 0.25% 893 +8,439 21.6% Q3 2026 Oct 08, 2026
JT Stratford LLC History No change 47,556 4,592 0.5% 0.5% 894 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Navigators CORP History No change 47,388 4,576 1.71% 1.71% 895 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 47,057 4,544 0.25% 0.25% 896 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 47,030 4,542 0.41% 0.41% 897 0 0.0% Q2 2026 Aug 07, 2026
Helium Advisors LLC History No change 46,971 4,536 3.77% 3.77% 898 0 0.0% Q2 2026 Aug 11, 2026
Schiavi & Co LLC History No change 46,917 4,531 1.2% 1.2% 899 0 0.0% Q2 2026 Aug 10, 2026
PLIMOTH TRUST CO LLC History No change 46,809 4,520 0.9% 0.9% 900 0 0.0% Q2 2026 Jul 28, 2026
Global Trust Wealth Management LLC History No change 46,677 4,508 3.11% 3.11% 901 0 0.0% Q2 2026 Jul 16, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 46,402 4,481 0.16% 0.16% 902 0 0.0% Q2 2026 Jul 21, 2026
REDW Wealth LLC History No change 45,852 4,428 1.59% 1.59% 903 0 0.0% Q2 2026 Jul 30, 2026
BEAM WEALTH ADVISORS, INC. History No change 45,346 4,379 0.97% 0.97% 904 0 0.0% Q2 2026 Jul 29, 2026
Vilga Financial Planning LLC History No change 45,281 4,373 3.31% 3.31% 905 0 0.0% Q2 2026 Jul 09, 2026
Centerpoint Advisors, LLC History No change 45,268 4,372 1.24% 1.24% 906 0 0.0% Q2 2026 Aug 05, 2026
Hamilton Capital Partners Inc. History No change 44,806 4,327 0.13% 0.13% 907 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 44,870 4,321 1.67% 1.67% 908 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 44,057 4,255 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 04, 2026
PACK Private Wealth, LLC History No change 43,743 4,224 1.75% 1.75% 910 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 43,707 4,221 0.12% 0.12% 911 0 0.0% Q2 2026 Aug 11, 2026
Vanguard National Trust Co History No change 43,666 4,217 0.23% 0.23% 912 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 43,595 4,210 0.24% 0.24% 913 0 0.0% Q2 2026 Jul 29, 2026
Mutual Advisors, LLC History No change 43,288 4,180 0.08% 0.08% 914 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 43,193 4,171 0.21% 0.21% 915 0 0.0% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History No change 45,907 4,155 0.17% 0.17% 916 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisors, LLC History No change 42,989 4,151 0.57% 0.57% 917 0 0.0% Q2 2026 Jul 22, 2026
M Holdings Securities, Inc. History No change 42,550 4,143 0.57% 0.57% 918 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 42,856 4,139 0.82% 0.82% 919 0 0.0% Q2 2026 Aug 13, 2026
Cordgrass Capital Advisors, LLC History No change 42,461 4,100 1.53% 1.53% 920 0 0.0% Q2 2026 Aug 06, 2026
Birchcreek Wealth Management, LLC History No change 42,388 4,093 1.59% 1.59% 921 0 0.0% Q2 2026 Aug 06, 2026
BEARING POINT CAPITAL, LLC History No change 41,658 4,023 0.54% 0.54% 922 0 0.0% Q2 2026 Aug 11, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 41,416 3,999 0.05% 0.05% 923 0 0.0% Q2 2026 Aug 07, 2026
Wilshire Advisors LLC History No change 41,128 3,972 38.43% 38.43% 924 0 0.0% Q2 2026 Jul 27, 2026
Madison Wealth Partners, Inc History No change 41,107 3,970 0.51% 0.51% 925 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 40,746 3,935 0.03% 0.03% 926 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Advisory Services, LLC History No change 40,722 3,932 0.08% 0.08% 927 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 40,367 3,898 0.38% 0.38% 928 0 0.0% Q2 2026 Aug 13, 2026
BWM Planning, LLC History No change 40,320 3,894 0.9% 0.9% 929 0 0.0% Q2 2026 Jul 23, 2026
FDx Advisors, Inc. History No change 40,021 3,865 1.17% 1.17% 930 0 0.0% Q2 2026 Aug 04, 2026
Intrua Financial, LLC History No change 39,789 3,842 0.35% 0.35% 931 0 0.0% Q2 2026 Jul 24, 2026
CSM Advisors, LLC History No change 39,626 3,827 0.08% 0.08% 932 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 39,608 3,825 0.27% 0.27% 933 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 39,513 3,816 0.07% 0.07% 934 0 0.0% Q2 2026 Jul 15, 2026
KPP Advisory Services LLC History No change 39,510 3,815 0.48% 0.48% 935 0 0.0% Q2 2026 Jul 24, 2026
Inman Jager Wealth Management, LLC History No change 39,381 3,803 2.02% 2.02% 936 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 39,348 3,800 0.19% 0.19% 937 0 0.0% Q2 2026 Jul 07, 2026
Capital Advantage, Inc. History No change 39,273 3,792 0.46% 0.46% 938 0 0.0% Q2 2026 Jul 13, 2026
Windward Private Wealth Management Inc. History No change 39,266 3,792 1.21% 1.21% 939 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Bancorp, Inc. History No change 39,202 3,786 0.98% 0.98% 940 0 0.0% Q2 2026 Jul 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 39,172 3,783 0.14% 0.14% 941 0 0.0% Q2 2026 Jul 22, 2026
Schneider Downs Wealth Management Advisors, LP History No change 39,146 3,780 0.36% 0.36% 942 0 0.0% Q2 2026 Aug 05, 2026
Bigelow Investment Advisors, LLC History No change 38,971 3,763 1.36% 1.36% 943 0 0.0% Q2 2026 Jul 30, 2026
Blue Fin Capital, Inc. History No change 38,889 3,755 0.54% 0.54% 944 0 0.0% Q2 2026 Aug 04, 2026
Aletheian Wealth Advisors LLC History Added to 38,674 3,746 1.5% 1.5% 945 +2,327 6.4% Q3 2026 Oct 08, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 38,344 3,714 0.87% 0.77% 946 +5,467 16.63% Q3 2026 Oct 06, 2026
MONECO ADVISORS, LLC History No change 38,433 3,711 0.23% 0.23% 947 0 0.0% Q2 2026 Aug 11, 2026
Kestra Investment Management, LLC History No change 38,428 3,711 0.07% 0.07% 948 0 0.0% Q2 2026 Aug 05, 2026
STRATEGY ASSET MANAGERS LLC History No change 38,411 3,709 0.55% 0.55% 949 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 38,324 3,701 0.24% 0.24% 950 0 0.0% Q2 2026 Aug 12, 2026
Forefront Wealth Partners, LLC History No change 38,264 3,695 1.14% 1.14% 951 0 0.0% Q2 2026 Aug 20, 2026
Penobscot Investment Management Company, Inc. History No change 38,126 3,682 0.25% 0.25% 952 0 0.0% Q2 2026 Jul 24, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 38,002 3,670 1.76% 1.76% 953 0 0.0% Q2 2026 Aug 13, 2026
Corsicana & Co. History No change 37,955 3,665 1.78% 1.78% 954 0 0.0% Q2 2026 Jul 24, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 37,883 3,658 0.36% 0.36% 955 0 0.0% Q2 2026 Jul 22, 2026
Storen Legacy Partners, LLC History No change 37,854 3,655 1.0% 1.0% 956 0 0.0% Q2 2026 Jul 17, 2026
SHUFRO ROSE & CO LLC History No change 37,589 3,630 0.21% 0.21% 957 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 37,548 3,626 0.16% 0.16% 958 0 0.0% Q2 2026 Jul 24, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 37,520 3,623 2.79% 2.79% 959 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 37,505 3,622 0.07% 0.07% 960 0 0.0% Q2 2026 Jul 09, 2026
Invst, LLC History No change 37,509 3,622 0.35% 0.35% 961 0 0.0% Q2 2026 Aug 14, 2026
LGL PARTNERS, LLC History No change 37,497 3,621 1.32% 1.32% 962 0 0.0% Q2 2026 Jul 27, 2026
Bryn Mawr Trust Advisors, LLC History No change 37,383 3,610 0.16% 0.16% 963 0 0.0% Q2 2026 Aug 03, 2026
Hobbs Group Advisors, LLC History No change 37,322 3,604 0.95% 0.95% 964 0 0.0% Q2 2026 Aug 13, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 37,263 3,598 2.65% 2.65% 965 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 37,043 3,577 0.16% 0.16% 966 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 36,951 3,568 0.09% 0.09% 967 0 0.0% Q2 2026 Aug 14, 2026
TICINO WEALTH History No change 36,842 3,558 1.12% 1.12% 968 0 0.0% Q2 2026 Jul 20, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 36,735 3,547 0.45% 0.45% 969 0 0.0% Q2 2026 Aug 25, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 36,723 3,546 1.21% 1.21% 970 0 0.0% Q2 2026 Jul 21, 2026
HCR Wealth Advisors History No change 36,474 3,522 0.32% 0.32% 971 0 0.0% Q2 2026 Jul 13, 2026
Chesley Taft & Associates LLC History No change 36,273 3,503 0.14% 0.14% 972 0 0.0% Q2 2026 Jul 08, 2026
KALEIDOSCOPE CAPITAL LP History No change 36,280 3,503 1.29% 1.29% 973 0 0.0% Q2 2026 Aug 11, 2026
Thayer Partners, LLC / MA History No change 36,204 3,496 1.45% 1.45% 974 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 35,909 3,468 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 12, 2026
Beacon Bridge Wealth Partners, LLC History No change 35,613 3,439 0.98% 0.98% 976 0 0.0% Q2 2026 Aug 05, 2026
Perennial Investment Advisors, LLC History No change 35,603 3,438 0.23% 0.23% 977 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 35,580 3,436 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 07, 2026
AMG Asset Management Group, Inc. History No change 35,548 3,433 2.15% 2.15% 979 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History Added to 35,417 3,431 0.24% 0.24% 980 +149 0.42% Q3 2026 Oct 05, 2026
Cambridge Financial Group, LLC History No change 35,527 3,431 1.08% 1.08% 981 0 0.0% Q3 2026 Oct 06, 2026
SWP FINANCIAL LLC History No change 35,460 3,424 1.58% 1.58% 982 0 0.0% Q2 2026 Jul 24, 2026
JGP Wealth Management, LLC History No change 35,438 3,422 0.31% 0.31% 983 0 0.0% Q2 2026 Jul 07, 2026
Independent Advisor Alliance History No change 35,169 3,396 0.08% 0.08% 984 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 35,130 3,393 0.37% 0.37% 985 0 0.0% Q2 2026 Jul 24, 2026
FLAGSTAR SECURITIES, INC History No change 34,919 3,372 1.02% 1.02% 986 0 0.0% Q2 2026 Jul 15, 2026
MEMBERS WEALTH LLC History No change 34,539 3,335 1.83% 1.83% 987 0 0.0% Q2 2026 Jul 09, 2026
Blue Trust, Inc. History No change 34,464 3,328 0.03% 0.03% 988 0 0.0% Q2 2026 Jul 21, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 34,338 3,326 0.04% 0.04% 989 +4,387 14.65% Q3 2026 Oct 05, 2026
JSF Financial, LLC History No change 34,413 3,323 0.53% 0.53% 990 0 0.0% Q2 2026 Jul 28, 2026
YANKCOM Partnership History No change 34,228 3,305 1.19% 1.19% 991 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 34,124 3,295 0.16% 0.16% 992 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 33,744 3,258 0.37% 0.37% 993 0 0.0% Q2 2026 Jul 13, 2026
Capital Advisors, Ltd. LLC History No change 33,683 3,253 0.33% 0.33% 994 0 0.0% Q2 2026 Jul 16, 2026
DRAVO BAY LLC History No change 33,681 3,252 1.13% 1.13% 995 0 0.0% Q2 2026 Aug 11, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 33,659 3,250 0.42% 0.42% 996 0 0.0% Q2 2026 Jul 20, 2026
Quadrant Private Wealth Management, LLC History No change 33,615 3,246 0.73% 0.73% 997 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Advisors, LLC History No change 33,513 3,236 0.18% 0.18% 998 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 33,502 3,235 0.03% 0.03% 999 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 33,451 3,230 0.14% 0.14% 1000 0 0.0% Q2 2026 Aug 05, 2026
Powerhouse Assets LLC History No change 33,417 3,227 2.63% 2.63% 1001 0 0.0% Q2 2026 Jul 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 33,340 3,219 0.05% 0.05% 1002 0 0.0% Q2 2026 Jul 14, 2026
Sentinel Advisory Group, LLC History No change 33,149 3,201 1.31% 1.31% 1003 0 0.0% Q2 2026 Jul 23, 2026
Glenview Trust Co History No change 33,027 3,189 0.04% 0.04% 1004 0 0.0% Q2 2026 Aug 18, 2026
Fire Capital Management LLC History No change 32,821 3,169 1.29% 1.29% 1005 0 0.0% Q2 2026 Aug 03, 2026
Wealth Enhancement Trust Services, Inc. History Added to 32,704 3,168 0.34% 0.34% 1006 +988 3.12% Q3 2026 Oct 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 32,773 3,165 0.06% 0.06% 1007 0 0.0% Q2 2026 Aug 14, 2026
COWA, LLC History No change 32,755 3,163 0.79% 0.79% 1008 0 0.0% Q2 2026 Aug 05, 2026
WealthPLAN Partners, LLC History No change 32,730 3,161 0.6% 0.6% 1009 0 0.0% Q2 2026 Jul 28, 2026
Owl Creek Wealth Partners LLC History No change 32,572 3,145 0.92% 0.92% 1010 0 0.0% Q2 2026 Jul 20, 2026
Peak Financial Management, Inc. History No change 32,477 3,136 0.72% 0.72% 1011 0 0.0% Q2 2026 Jul 20, 2026
FIRST FINANCIAL BANKSHARES INC History No change 32,419 3,131 0.06% 0.06% 1012 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 32,415 3,130 0.19% 0.19% 1013 0 0.0% Q2 2026 Aug 07, 2026
Jacobi Capital Management LLC History No change 32,403 3,129 0.15% 0.15% 1014 0 0.0% Q2 2026 Jul 31, 2026
Infinity Wealth Counsel, LLC History No change 32,382 3,127 2.53% 2.53% 1015 0 0.0% Q2 2026 Jul 09, 2026
FIRST HORIZON CORP History No change 32,363 3,125 0.12% 0.12% 1016 0 0.0% Q2 2026 Jul 20, 2026
Lineweaver Wealth Advisors, LLC History No change 32,354 3,124 0.37% 0.37% 1017 0 0.0% Q2 2026 Jul 09, 2026
Chris Bulman Inc History No change 32,352 3,124 1.14% 1.14% 1018 0 0.0% Q2 2026 Jul 22, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 32,342 3,123 1.44% 1.44% 1019 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 32,252 3,114 0.51% 0.51% 1020 0 0.0% Q2 2026 Jul 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 32,213 3,111 0.23% 0.23% 1021 0 0.0% Q2 2026 Aug 03, 2026
Ignite Planners, LLC History No change 32,030 3,093 0.42% 0.42% 1022 0 0.0% Q2 2026 Jul 23, 2026
Asset Advisory Group, Inc. History No change 31,741 3,065 1.34% 1.34% 1023 0 0.0% Q2 2026 Jul 09, 2026
ADG Wealth Management Group, LLC History No change 31,708 3,062 1.94% 1.94% 1024 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History No change 31,625 3,054 0.03% 0.03% 1025 0 0.0% Q2 2026 Jul 29, 2026
Proficio Capital Partners LLC History No change 31,580 3,049 0.11% 0.11% 1026 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 31,497 3,041 0.2% 0.2% 1027 0 0.0% Q2 2026 Jul 28, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 31,478 3,040 3.95% 3.95% 1028 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 31,199 3,013 0.67% 0.67% 1029 0 0.0% Q2 2026 Aug 12, 2026
Kings Path Partners LLC History No change 31,135 3,007 0.8% 0.8% 1030 0 0.0% Q2 2026 Jul 14, 2026
Grant Street Asset Management, Inc. History No change 31,078 3,001 0.49% 0.49% 1031 0 0.0% Q2 2026 Aug 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 31,040 2,997 0.2% 0.2% 1032 0 0.0% Q2 2026 Aug 13, 2026
Emerald Advisors, LLC History No change 30,998 2,993 0.38% 0.38% 1033 0 0.0% Q2 2026 Jul 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 30,957 2,989 0.39% 0.39% 1034 0 0.0% Q2 2026 Aug 11, 2026
Nilsine Partners, LLC History No change 30,911 2,985 0.21% 0.21% 1035 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 30,396 2,936 0.37% 0.37% 1036 0 0.0% Q2 2026 Jul 23, 2026
Fiduciary Alliance LLC History No change 30,368 2,932 0.2% 0.2% 1037 0 0.0% Q2 2026 Jul 20, 2026
Morton Capital Management LLC/CA History No change 30,045 2,901 0.4% 0.4% 1038 0 0.0% Q2 2026 Jul 23, 2026
LEIGH BALDWIN & CO., LLC History No change 30,012 2,898 1.56% 1.56% 1039 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 29,940 2,891 0.27% 0.27% 1040 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Personalized Indexing Management, LLC History No change 29,889 2,886 0.02% 0.02% 1041 0 0.0% Q2 2026 Aug 11, 2026
Biltmore Family Office, LLC History No change 29,881 2,885 0.38% 0.38% 1042 0 0.0% Q2 2026 Aug 12, 2026
Apeiron RIA LLC History Added to 30,059 2,884 0.66% 0.4% 1043 +13,996 87.13% Q3 2026 Oct 08, 2026
3Chopt Investment Partners, LLC History No change 29,742 2,872 0.54% 0.54% 1044 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 29,726 2,870 0.14% 0.14% 1045 0 0.0% Q2 2026 Jul 16, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 29,713 2,869 0.7% 0.7% 1046 0 0.0% Q2 2026 Jul 28, 2026
Ascentis Wealth Management, LLC History No change 29,675 2,867 0.43% 0.43% 1047 0 0.0% Q2 2026 Jul 30, 2026
Lee, Kelleher & Klein Wealth Management History Added to 29,491 2,857 1.47% 1.21% 1048 +5,574 23.31% Q3 2026 Oct 08, 2026
Endowment Wealth Management, Inc. History No change 29,527 2,851 1.1% 1.1% 1049 0 0.0% Q2 2026 Aug 05, 2026
PW Nova Financial Services LLC History No change 29,511 2,850 0.61% 0.61% 1050 0 0.0% Q2 2026 Jul 29, 2026
Clearview Wealth Management LLC History No change 29,379 2,837 1.82% 1.82% 1051 0 0.0% Q2 2026 Jul 13, 2026
JDM Financial Group LLC History No change 29,359 2,835 0.97% 0.97% 1052 0 0.0% Q2 2026 Aug 17, 2026
180 WEALTH ADVISORS, LLC History No change 29,220 2,822 0.28% 0.28% 1053 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 29,198 2,819 0.01% 0.01% 1054 0 0.0% Q2 2026 Aug 11, 2026
Advisory Solutions Group, LLC History No change 29,193 2,819 0.96% 0.96% 1055 0 0.0% Q2 2026 Jul 29, 2026
Arete Wealth Advisors, LLC History No change 29,185 2,818 0.19% 0.19% 1056 0 0.0% Q2 2026 Aug 12, 2026
Slagle Financial, LLC History No change 29,153 2,815 0.84% 0.84% 1057 0 0.0% Q2 2026 Jul 29, 2026
Henderson Brothers Financial Partners, LLC History No change 29,149 2,815 1.33% 1.33% 1058 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 29,093 2,809 0.09% 0.09% 1059 0 0.0% Q2 2026 Aug 10, 2026
Richard P Slaughter Associates Inc History No change 29,062 2,806 0.55% 0.55% 1060 0 0.0% Q2 2026 Jul 13, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 28,989 2,799 0.63% 0.63% 1061 0 0.0% Q2 2026 Jul 20, 2026
VANGUARD ADVISERS INC History No change 28,953 2,796 0.01% 0.01% 1062 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 28,639 2,765 0.08% 0.08% 1063 0 0.0% Q2 2026 Jul 27, 2026
Heritage Family Offices, LLP History No change 28,617 2,763 1.07% 1.07% 1064 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 28,617 2,763 1.07% 1.07% 1065 0 0.0% Q2 2026 Jul 06, 2026
One Charles Private Wealth Services, LLC History No change 28,582 2,760 0.64% 0.64% 1066 0 0.0% Q2 2026 Jul 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 28,497 2,752 0.3% 0.3% 1067 0 0.0% Q2 2026 Jul 09, 2026
MAYPORT, LLC History No change 28,455 2,748 0.43% 0.43% 1068 0 0.0% Q2 2026 Aug 07, 2026
Godshalk Welsh Capital Management, Inc. History No change 27,845 2,689 1.45% 1.45% 1069 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 27,831 2,687 0.58% 0.58% 1070 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Group, LLC History No change 27,816 2,686 0.07% 0.07% 1071 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD SECURITIES, INC. History No change 27,698 2,675 0.15% 0.15% 1072 0 0.0% Q2 2026 Jul 15, 2026
Keystone Global Partners, LLC History No change 27,590 2,664 1.01% 1.01% 1073 0 0.0% Q2 2026 Jul 16, 2026
BURLING WEALTH PARTNERS, LLC History No change 27,588 2,664 0.39% 0.39% 1074 0 0.0% Q2 2026 Aug 04, 2026
Bison Wealth, LLC History No change 26,955 2,649 0.24% 0.24% 1075 0 0.0% Q2 2026 Jul 07, 2026
Compton Financial Group, LLC History No change 27,333 2,639 0.51% 0.51% 1076 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 27,294 2,636 0.07% 0.07% 1077 0 0.0% Q2 2026 Aug 11, 2026
Morton Brown Family Wealth, LLC History No change 27,242 2,631 0.6% 0.6% 1078 0 0.0% Q2 2026 Jul 21, 2026
Verdence Capital Advisors LLC History No change 27,232 2,630 0.14% 0.14% 1079 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 26,170 2,618 0.05% 0.05% 1080 0 0.0% Q2 2026 Aug 06, 2026
Orcam Financial Group History No change 27,108 2,618 1.28% 1.28% 1081 0 0.0% Q2 2026 Aug 13, 2026
AA Financial Advisors, LLC History No change 27,075 2,614 0.31% 0.31% 1082 0 0.0% Q2 2026 Jul 17, 2026
Dynamic Financial Group History No change 27,067 2,614 1.97% 1.97% 1083 0 0.0% Q2 2026 Jul 27, 2026
Firestone Capital Management History No change 26,864 2,594 0.48% 0.48% 1084 0 0.0% Q2 2026 Jul 31, 2026
Cypress Capital Group History No change 26,820 2,590 0.24% 0.24% 1085 0 0.0% Q2 2026 Aug 05, 2026
BRADY FAMILY WEALTH, LLC History No change 26,767 2,585 0.75% 0.75% 1086 0 0.0% Q2 2026 Jul 13, 2026
Rockwood Wealth Management, LLC History No change 26,712 2,579 0.16% 0.16% 1087 0 0.0% Q2 2026 Jul 13, 2026
OFS Enterprise LLC History No change 26,612 2,570 0.66% 0.66% 1088 0 0.0% Q2 2026 Jul 08, 2026
Cascade Financial Partners, LLC History No change 26,572 2,566 0.22% 0.22% 1089 0 0.0% Q2 2026 Aug 04, 2026
Keystone Financial Group History No change 26,529 2,562 0.15% 0.15% 1090 0 0.0% Q2 2026 Jul 29, 2026
HighPoint Advisor Group LLC History No change 26,439 2,553 0.09% 0.09% 1091 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 26,431 2,552 0.34% 0.34% 1092 0 0.0% Q2 2026 Jul 24, 2026
CWS Financial Advisors, LLC History No change 26,399 2,549 0.57% 0.57% 1093 0 0.0% Q2 2026 Jul 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 26,363 2,546 0.15% 0.15% 1094 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 26,318 2,541 0.1% 0.1% 1095 0 0.0% Q2 2026 Jul 27, 2026
RAINIER FAMILY WEALTH INC History No change 26,310 2,541 1.45% 1.45% 1096 0 0.0% Q2 2026 Jul 15, 2026
CHILTON INVESTMENT CO INC. History No change 26,245 2,534 0.06% 0.06% 1097 0 0.0% Q2 2026 Aug 14, 2026
4Thought Financial Group Inc. History No change 26,187 2,529 1.19% 1.19% 1098 0 0.0% Q2 2026 Jul 28, 2026
PACIFIC FINANCIAL GROUP INC History No change 26,060 2,516 1.21% 1.21% 1099 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 26,037 2,514 0.27% 0.27% 1100 0 0.0% Q2 2026 Jul 29, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 25,990 2,510 0.33% 0.33% 1101 0 0.0% Q2 2026 Aug 14, 2026
Ducere Wealth Management LLC History No change 25,945 2,505 0.75% 0.75% 1102 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 25,769 2,488 0.57% 0.57% 1103 0 0.0% Q2 2026 Jul 31, 2026
Aegis Wealth Management LLC History No change 25,735 2,485 1.17% 1.17% 1104 0 0.0% Q2 2026 Aug 07, 2026
Fiera Capital Corp History No change 25,681 2,480 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 07, 2026
NorthCoast Asset Management LLC History No change 25,610 2,473 0.05% 0.05% 1106 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 25,570 2,470 0.07% 0.07% 1107 0 0.0% Q2 2026 Aug 05, 2026
Indivisible Partners History No change 25,563 2,468 0.14% 0.14% 1108 0 0.0% Q2 2026 Aug 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 25,476 2,460 0.13% 0.13% 1109 0 0.0% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History No change 25,481 2,460 1.63% 1.63% 1110 0 0.0% Q2 2026 Jul 28, 2026
PGIM Custom Harvest LLC History No change 25,424 2,455 0.03% 0.03% 1111 0 0.0% Q2 2026 Aug 13, 2026
Colter Lewis Investment Partners LLC History No change 25,417 2,454 1.09% 1.09% 1112 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History No change 25,318 2,445 0.32% 0.32% 1113 0 0.0% Q2 2026 Aug 13, 2026
Arrowroot Family Office, LLC History No change 25,315 2,444 0.7% 0.7% 1114 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 25,176 2,431 0.15% 0.15% 1115 0 0.0% Q2 2026 Aug 12, 2026
Portfolio Resources Advisor Group, Inc. History No change 25,156 2,429 2.05% 2.05% 1116 0 0.0% Q2 2026 Jul 29, 2026
Sanchez Gaunt Capital Management, LLC History No change 24,989 2,413 1.35% 1.35% 1117 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 24,947 2,409 0.06% 0.06% 1118 0 0.0% Q2 2026 Jul 14, 2026
CreativeOne Wealth, LLC History No change 24,900 2,404 0.05% 0.05% 1119 0 0.0% Q2 2026 Aug 13, 2026
INKWELL CAPITAL LLC History No change 24,816 2,396 2.49% 2.49% 1120 0 0.0% Q2 2026 Aug 03, 2026
Lee Financial Co History No change 24,806 2,395 0.31% 0.31% 1121 0 0.0% Q2 2026 Jul 22, 2026
Heritage Trust Co History No change 24,713 2,386 0.21% 0.21% 1122 0 0.0% Q2 2026 Aug 06, 2026
SENTINEL TRUST CO LBA History No change 24,652 2,381 0.21% 0.21% 1123 0 0.0% Q2 2026 Jul 13, 2026
GWN SECURITIES INC. History No change 24,511 2,367 0.4% 0.4% 1124 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 24,473 2,363 1.09% 1.09% 1125 0 0.0% Q2 2026 Jul 13, 2026
WARNER FINANCIAL, INC History No change 24,438 2,360 0.69% 0.69% 1126 0 0.0% Q2 2026 Jul 09, 2026
Veracity Capital LLC History Added to 24,322 2,356 0.63% 0.6% 1127 +1,121 4.83% Q3 2026 Oct 08, 2026
STAR Financial Bank History No change 24,371 2,353 0.96% 0.96% 1128 0 0.0% Q2 2026 Aug 07, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 24,189 2,343 0.48% 0.5% 1130 -1,284 -5.04% Q3 2026 Oct 05, 2026
TRUST CO OF VERMONT History No change 24,263 2,343 0.09% 0.09% 1129 0 0.0% Q2 2026 Aug 07, 2026
Trevian Wealth Management LLC History No change 24,205 2,337 1.0% 1.0% 1131 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 23,939 2,312 0.56% 0.56% 1132 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 23,928 2,310 0.12% 0.12% 1133 0 0.0% Q2 2026 Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 23,785 2,297 0.11% 0.11% 1134 0 0.0% Q2 2026 Aug 11, 2026
Lexington Hill Partners, LLC History No change 23,779 2,296 1.11% 1.11% 1135 0 0.0% Q2 2026 Jul 08, 2026
Gilbert & Cook, Inc. History No change 23,632 2,282 0.26% 0.26% 1136 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investments, LLC History No change 23,432 2,263 0.73% 0.73% 1137 0 0.0% Q2 2026 Aug 07, 2026
WELCH & FORBES LLC History No change 23,399 2,259 0.03% 0.03% 1138 0 0.0% Q2 2026 Jul 30, 2026
Highland Investment Advisors LLC History No change 23,391 2,259 0.98% 0.98% 1139 0 0.0% Q2 2026 Aug 13, 2026
Envision Financial LLC History No change 23,331 2,253 1.04% 1.04% 1140 0 0.0% Q2 2026 Jul 10, 2026
WAYSTONE ADVISORS LLC History No change 23,297 2,250 1.68% 1.68% 1141 0 0.0% Q2 2026 Jul 16, 2026
Advisors Capital Management, LLC History No change 23,291 2,249 0.02% 0.02% 1142 0 0.0% Q2 2026 Aug 11, 2026
MainStreet Investment Advisors LLC History No change 23,237 2,244 0.31% 0.31% 1143 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 23,229 2,243 0.11% 0.11% 1144 0 0.0% Q2 2026 Aug 11, 2026
REBALANCE, LLC History No change 23,189 2,239 0.12% 0.12% 1145 0 0.0% Q2 2026 Jul 16, 2026
1015 Capital Partners, LLC History No change 23,153 2,236 1.87% 1.87% 1146 0 0.0% Q2 2026 Jul 21, 2026
Williams & Novak, LLC History No change 23,112 2,232 1.48% 1.48% 1147 0 0.0% Q2 2026 Jul 08, 2026
Level Wealth Management LLC History No change 23,076 2,228 0.89% 0.89% 1148 0 0.0% Q2 2026 Jul 28, 2026
Trueblood Wealth Management, LLC History No change 22,987 2,220 0.77% 0.77% 1149 0 0.0% Q2 2026 Jul 27, 2026
Hassell Wealth Management, LLC History No change 23,000 2,215 0.68% 0.68% 1150 0 0.0% Q2 2026 Jul 13, 2026
LCW Services, LLC History No change 22,853 2,207 0.96% 0.96% 1151 0 0.0% Q2 2026 Jul 30, 2026
Ausdal Financial Partners, Inc. History No change 22,813 2,203 0.09% 0.09% 1152 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 22,783 2,200 0.29% 0.29% 1153 0 0.0% Q2 2026 Jul 13, 2026
MATAURO, LLC History No change 22,778 2,199 0.29% 0.29% 1154 0 0.0% Q2 2026 Jul 21, 2026
Wiser Wealth Management, Inc History No change 22,747 2,196 0.42% 0.42% 1155 0 0.0% Q2 2026 Jul 14, 2026
Steelhead Wealth Management LLC History No change 22,588 2,181 0.88% 0.88% 1156 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 22,543 2,177 0.23% 0.23% 1157 0 0.0% Q2 2026 Jul 15, 2026
Intrepid Financial Planning Group LLC History No change 22,521 2,175 0.74% 0.74% 1158 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 22,441 2,167 0.19% 0.19% 1159 0 0.0% Q2 2026 Aug 04, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 22,396 2,163 1.11% 1.11% 1160 0 0.0% Q2 2026 Jul 16, 2026
Winthrop Advisory Group LLC History No change 22,375 2,160 0.15% 0.15% 1161 0 0.0% Q2 2026 Jul 17, 2026
Peterson Wealth Services History No change 22,272 2,151 0.47% 0.47% 1162 0 0.0% Q2 2026 Jul 27, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 22,231 2,147 0.49% 0.49% 1163 0 0.0% Q2 2026 Aug 10, 2026
Csenge Advisory Group History No change 22,162 2,140 0.09% 0.09% 1164 0 0.0% Q2 2026 Aug 10, 2026
First County Bank /CT/ History No change 22,135 2,137 1.01% 1.01% 1165 0 0.0% Q2 2026 Jul 02, 2026
Kovack Advisors, Inc. History No change 22,193 2,134 0.1% 0.1% 1166 0 0.0% Q2 2026 Jul 28, 2026
Icon Wealth Advisors, LLC History No change 22,074 2,131 0.13% 0.13% 1167 0 0.0% Q2 2026 Aug 05, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 23,781 2,127 0.3% 0.3% 1168 0 0.0% Q2 2026 Aug 11, 2026
Metis Global Partners, LLC History No change 21,929 2,117 0.05% 0.05% 1169 0 0.0% Q2 2026 Aug 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 21,867 2,111 0.51% 0.51% 1170 0 0.0% Q2 2026 Aug 14, 2026
Harpswell Capital Advisors, LLC History No change 21,774 2,102 1.35% 1.35% 1171 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 21,611 2,087 0.04% 0.04% 1172 0 0.0% Q2 2026 Jul 14, 2026
Evercore Wealth Management, LLC History No change 21,535 2,079 0.03% 0.03% 1173 0 0.0% Q2 2026 Aug 14, 2026
Waycross Investment Management Co History No change 21,467 2,073 1.58% 1.58% 1174 0 0.0% Q2 2026 Jul 14, 2026
Everhart Financial Group, Inc. History Reduced 21,371 2,070 0.13% 0.14% 1175 -730 -3.3% Q3 2026 Oct 08, 2026
TRED AVON FAMILY WEALTH, LLC History No change 21,315 2,058 0.63% 0.63% 1176 0 0.0% Q2 2026 Aug 10, 2026
Wind River Trust Co History No change 21,203 2,047 0.69% 0.69% 1177 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC History No change 21,042 2,032 5.91% 5.91% 1178 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 21,049 2,032 0.26% 0.26% 1179 0 0.0% Q2 2026 Aug 11, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 20,937 2,022 0.35% 0.35% 1180 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History No change 20,935 2,021 0.3% 0.3% 1181 0 0.0% Q2 2026 Jul 09, 2026
Fortis Advisors, LLC History No change 20,854 2,014 0.94% 0.94% 1182 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 20,745 2,009 0.07% 0.07% 1183 +385 1.89% Q3 2026 Oct 08, 2026
Simplicity Wealth,LLC History No change 20,798 2,008 0.07% 0.07% 1184 0 0.0% Q2 2026 Aug 06, 2026
Courage Miller Partners, LLC History No change 20,776 2,006 0.53% 0.53% 1185 0 0.0% Q2 2026 Jul 23, 2026
FOSTER & MOTLEY INC History No change 20,735 2,003 0.09% 0.09% 1186 0 0.0% Q2 2026 Aug 07, 2026
MMA ASSET MANAGEMENT LLC History No change 20,705 1,999 0.64% 0.64% 1187 0 0.0% Q2 2026 Aug 04, 2026
AlTi Global, Inc. History No change 20,465 1,976 0.04% 0.04% 1188 0 0.0% Q2 2026 Aug 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 20,442 1,974 0.28% 0.28% 1189 0 0.0% Q2 2026 Aug 06, 2026
Stonebrook Private Inc. History No change 20,389 1,969 0.36% 0.36% 1190 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 20,369 1,967 0.05% 0.05% 1191 0 0.0% Q2 2026 Jul 31, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 20,346 1,965 0.71% 0.71% 1192 0 0.0% Q2 2026 Jul 08, 2026
Triad Wealth Partners, LLC History No change 19,895 1,963 0.12% 0.12% 1193 0 0.0% Q2 2026 Aug 10, 2026
Highland Financial Advisors, LLC History No change 20,291 1,959 0.43% 0.43% 1194 0 0.0% Q2 2026 Jul 09, 2026
Embree Financial Group History No change 20,278 1,958 0.2% 0.2% 1195 0 0.0% Q2 2026 Jul 15, 2026
Stone Summit Wealth LLC History No change 20,261 1,956 0.5% 0.5% 1196 0 0.0% Q2 2026 Jul 23, 2026
VALLEY WEALTH MANAGERS, INC. History No change 20,206 1,951 0.11% 0.11% 1197 0 0.0% Q2 2026 Aug 04, 2026
Milestone Asset Management Group, LLC History No change 20,182 1,949 0.98% 0.98% 1198 0 0.0% Q2 2026 Jul 30, 2026
Layline Advisors, LLC History No change 20,126 1,943 1.74% 1.74% 1199 0 0.0% Q2 2026 Aug 20, 2026
Pitcairn Wealth Advisors LLC History No change 20,126 1,943 0.21% 0.21% 1200 0 0.0% Q2 2026 Aug 10, 2026
Tenzing Financial LLC History No change 19,768 1,943 1.33% 1.33% 1201 0 0.0% Q2 2026 Jul 09, 2026
WealthCare Investment Partners, LLC History No change 20,118 1,942 0.47% 0.47% 1202 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 19,926 1,924 0.03% 0.03% 1203 0 0.0% Q2 2026 Jul 17, 2026
Main Street Financial Solutions, LLC History No change 19,912 1,923 0.12% 0.12% 1204 0 0.0% Q2 2026 Aug 07, 2026
Investment Research & Advisory Group, Inc. History No change 19,911 1,922 0.59% 0.59% 1205 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Management, Inc. History No change 19,710 1,903 0.58% 0.58% 1206 0 0.0% Q2 2026 Jul 15, 2026
Empirical Asset Management, LLC History No change 19,700 1,902 0.43% 0.43% 1207 0 0.0% Q2 2026 Aug 10, 2026
NTV ASSET MANAGEMENT LLC History No change 19,603 1,893 0.19% 0.19% 1208 0 0.0% Q2 2026 Aug 05, 2026
MA Private Wealth History No change 19,573 1,890 0.28% 0.28% 1209 0 0.0% Q2 2026 Jul 28, 2026
CAHILL FINANCIAL ADVISORS INC History No change 19,453 1,878 0.18% 0.18% 1210 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 19,360 1,860 0.11% 0.11% 1211 0 0.0% Q2 2026 Jul 22, 2026
PHILADELPHIA TRUST CO History No change 19,249 1,859 0.12% 0.12% 1212 0 0.0% Q2 2026 Aug 10, 2026
LVZ, Inc. History No change 19,234 1,857 0.19% 0.19% 1213 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC History Reduced 19,120 1,852 0.14% 0.15% 1214 -920 -4.59% Q3 2026 Oct 01, 2026
Fourth Dimension Wealth, LLC History No change 19,125 1,847 0.58% 0.58% 1215 0 0.0% Q2 2026 Jul 31, 2026
Tufton Capital Management History No change 19,067 1,841 0.31% 0.31% 1216 0 0.0% Q2 2026 Jul 27, 2026
Joel Isaacson & Co., LLC History No change 18,983 1,833 0.05% 0.05% 1217 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Financial Group, Inc. History No change 18,952 1,830 0.28% 0.28% 1218 0 0.0% Q2 2026 Jul 24, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 18,933 1,828 0.18% 0.18% 1219 0 0.0% Q2 2026 Jul 07, 2026
Innovative Wealth Building LLC History No change 18,888 1,824 1.06% 1.06% 1220 0 0.0% Q2 2026 Jul 23, 2026
MACKENZIE FINANCIAL CORP History No change 18,841 1,819 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 13, 2026
Commerce Advisors, LLC History No change 18,770 1,812 0.98% 0.98% 1222 0 0.0% Q2 2026 Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 18,710 1,806 0.18% 0.18% 1223 0 0.0% Q2 2026 Jul 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 18,671 1,803 0.16% 0.16% 1224 0 0.0% Q2 2026 Jul 23, 2026
Seven Post Investment Office LP History No change 18,548 1,791 0.51% 0.51% 1225 0 0.0% Q2 2026 Jul 28, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 18,478 1,784 0.1% 0.1% 1226 0 0.0% Q2 2026 Jul 15, 2026
Oak Barrel Wealth Advisory LLC History No change 18,435 1,780 0.79% 0.79% 1227 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 18,418 1,778 0.02% 0.02% 1228 0 0.0% Q2 2026 Aug 10, 2026
PUREfi Wealth, LLC History No change 18,397 1,776 0.98% 0.98% 1229 0 0.0% Q2 2026 Jul 27, 2026
Strategic Equity Management History No change 18,382 1,775 0.6% 0.6% 1230 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 18,319 1,769 0.02% 0.02% 1231 0 0.0% Q2 2026 Aug 03, 2026
SIMA Wealth Partners, LLC History No change 18,320 1,769 1.25% 1.25% 1232 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 18,288 1,766 0.08% 0.08% 1233 0 0.0% Q2 2026 Jul 22, 2026
ETF Portfolio Partners, Inc. History No change 18,261 1,763 0.42% 0.42% 1234 0 0.0% Q2 2026 Jul 13, 2026
Roger Wittlin Investment Advisory, LLC History No change 18,193 1,757 1.38% 1.38% 1235 0 0.0% Q2 2026 Jul 17, 2026
Coquina Private Wealth LLC History No change 18,190 1,756 1.19% 1.19% 1236 0 0.0% Q2 2026 Jul 29, 2026
TFC Financial Management, Inc. History No change 18,092 1,747 0.19% 0.19% 1237 0 0.0% Q2 2026 Jul 23, 2026
Columbia Asset Management History No change 18,026 1,740 0.3% 0.3% 1238 0 0.0% Q2 2026 Jul 21, 2026
Astoria Portfolio Advisors LLC. History No change 18,026 1,740 0.29% 0.29% 1239 0 0.0% Q2 2026 Jul 28, 2026
Hoxton Planning & Management, LLC History No change 17,932 1,731 0.45% 0.45% 1240 0 0.0% Q2 2026 Jul 16, 2026
Cherry Tree Wealth Management, LLC History No change 17,914 1,730 0.33% 0.33% 1241 0 0.0% Q2 2026 Sep 15, 2026
OneAscent Family Office, LLC History No change 17,887 1,727 0.87% 0.87% 1242 0 0.0% Q2 2026 Aug 11, 2026
TOWER TRUST & INVESTMENT Co History No change 17,890 1,727 1.05% 1.05% 1243 0 0.0% Q2 2026 Jul 09, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 17,770 1,716 0.88% 0.88% 1244 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 17,700 1,709 0.03% 0.03% 1245 0 0.0% Q2 2026 Jul 31, 2026
Aureus Asset Management, LLC History No change 17,603 1,700 0.1% 0.1% 1246 0 0.0% Q2 2026 Aug 14, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 17,608 1,700 1.39% 1.39% 1247 0 0.0% Q2 2026 Jul 23, 2026
Coign Capital Advisors LLC History No change 17,601 1,699 0.76% 0.76% 1248 0 0.0% Q2 2026 Jul 29, 2026
BAYBAN History No change 17,584 1,698 1.3% 1.3% 1249 0 0.0% Q2 2026 Jul 30, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 17,330 1,681 0.68% 0.68% 1251 -331 -1.87% Q3 2026 Oct 06, 2026
Capital Investment Advisory Services, LLC History No change 17,406 1,681 0.1% 0.1% 1250 0 0.0% Q2 2026 Jul 23, 2026
Lincoln Capital LLC History No change 17,393 1,679 0.3% 0.3% 1252 0 0.0% Q2 2026 Jul 07, 2026
Transamerica Financial Advisors, LLC History No change 17,370 1,677 0.14% 0.14% 1253 0 0.0% Q2 2026 Aug 14, 2026
Kooman & Associates History No change 17,366 1,677 0.45% 0.45% 1254 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 17,333 1,673 0.04% 0.04% 1255 0 0.0% Q2 2026 Jul 31, 2026
Ballast Rock Private Wealth LLC History No change 17,327 1,673 0.77% 0.77% 1256 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 17,296 1,670 0.08% 0.08% 1257 0 0.0% Q2 2026 Jul 20, 2026
ALTFEST L J & CO INC History No change 17,223 1,663 0.16% 0.16% 1258 0 0.0% Q2 2026 Jul 30, 2026
NCM Capital Management, LLC History No change 17,213 1,662 0.51% 0.51% 1259 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 17,178 1,659 0.04% 0.04% 1260 0 0.0% Q2 2026 Jul 28, 2026
MEYER HANDELMAN CO History No change 17,101 1,651 0.05% 0.05% 1261 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, LLC History No change 17,094 1,650 0.09% 0.09% 1262 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 18,166 1,644 1.17% 1.17% 1263 0 0.0% Q2 2026 Sep 17, 2026
Paragon Capital Management Ltd History No change 17,015 1,643 0.31% 0.31% 1264 0 0.0% Q2 2026 Jul 29, 2026
Dana Investment Advisors, Inc. History No change 16,901 1,632 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 13, 2026
Northwest Bancshares, Inc. History No change 16,895 1,631 0.29% 0.29% 1266 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 16,893 1,631 0.32% 0.32% 1267 0 0.0% Q2 2026 Jul 29, 2026
Keystone Financial Group, Inc. History No change 16,856 1,627 0.85% 0.85% 1268 0 0.0% Q2 2026 Jul 21, 2026
Retirement Wealth Solutions LLC History Reduced 16,766 1,624 0.86% 0.9% 1269 -70 -0.42% Q3 2026 Oct 07, 2026
Beckerman Institutional, LLC History No change 16,796 1,622 0.77% 0.77% 1270 0 0.0% Q2 2026 Aug 11, 2026
BAM Wealth Management, LLC History No change 16,795 1,622 1.01% 1.01% 1271 0 0.0% Q2 2026 Jul 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 16,700 1,612 0.0% 0.0% 1272 0 0.0% Q2 2026 Aug 13, 2026
FORTE ASSET MANAGEMENT LLC History No change 16,677 1,610 0.66% 0.66% 1273 0 0.0% Q2 2026 Jul 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 16,432 1,587 0.08% 0.08% 1274 0 0.0% Q2 2026 Aug 11, 2026
Denver PWM, LLC History No change 15,693 1,587 0.52% 0.52% 1275 0 0.0% Q2 2026 Aug 17, 2026
Black Cypress Capital Management, LLC History No change 16,408 1,584 1.06% 1.06% 1276 0 0.0% Q2 2026 Aug 07, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 16,375 1,581 0.62% 0.62% 1277 0 0.0% Q2 2026 Jul 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 16,307 1,579 0.14% 0.13% 1278 +203 1.26% Q3 2026 Oct 07, 2026
Pallas Capital Advisors LLC History No change 16,316 1,575 0.05% 0.05% 1279 0 0.0% Q2 2026 Aug 07, 2026
Peak Planning Group, LLC History No change 16,131 1,557 0.35% 0.35% 1280 0 0.0% Q2 2026 Aug 12, 2026
LongView Wealth Management History No change 16,099 1,554 0.4% 0.4% 1281 0 0.0% Q2 2026 Jul 17, 2026
Old Mission Investment Co LLC History No change 16,060 1,551 0.32% 0.32% 1282 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 16,051 1,550 0.3% 0.3% 1283 0 0.0% Q2 2026 Jul 23, 2026
Beacon Capital Management, LLC History No change 16,000 1,545 0.23% 0.23% 1284 0 0.0% Q2 2026 Jul 29, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 16,000 1,545 0.32% 0.32% 1285 0 0.0% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History No change 15,992 1,544 0.01% 0.01% 1286 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History No change 15,983 1,543 0.18% 0.18% 1287 0 0.0% Q2 2026 Jul 23, 2026
Clark Capital Management Group, Inc. History No change 15,968 1,542 0.01% 0.01% 1288 0 0.0% Q2 2026 Aug 11, 2026
SeaBridge Investment Advisors LLC History No change 15,923 1,537 0.22% 0.22% 1289 0 0.0% Q2 2026 Jul 17, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 15,918 1,537 0.09% 0.09% 1290 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 15,899 1,535 0.05% 0.05% 1291 0 0.0% Q2 2026 Jul 09, 2026
MW ADVISORY, LLC History No change 15,793 1,525 0.61% 0.61% 1292 0 0.0% Q2 2026 Aug 07, 2026
Fortune Financial Group, Inc. History No change 15,787 1,524 1.19% 1.19% 1293 0 0.0% Q2 2026 Jul 24, 2026
Wealth Management Partners, LLC History No change 15,719 1,518 0.36% 0.36% 1294 0 0.0% Q2 2026 Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 15,696 1,515 0.19% 0.19% 1295 0 0.0% Q2 2026 Jul 27, 2026
ARWA LLC History No change 15,664 1,515 0.63% 0.63% 1296 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 15,677 1,512 0.06% 0.06% 1297 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 15,664 1,512 0.42% 0.42% 1298 0 0.0% Q2 2026 Aug 12, 2026
GARRISON POINT ADVISORS, LLC History No change 15,648 1,511 0.61% 0.61% 1299 0 0.0% Q2 2026 Jul 31, 2026
Aries Wealth Management History No change 15,639 1,510 0.3% 0.3% 1300 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 15,596 1,506 0.09% 0.09% 1301 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 15,586 1,505 0.39% 0.39% 1302 0 0.0% Q2 2026 Aug 07, 2026
Garde Capital, Inc. History No change 15,494 1,496 0.07% 0.07% 1303 0 0.0% Q2 2026 Jul 31, 2026
Elm Partners Management LLC History No change 15,497 1,496 0.04% 0.04% 1304 0 0.0% Q2 2026 Oct 07, 2026
Aspen Wealth Management LLC History No change 15,443 1,491 0.25% 0.25% 1305 0 0.0% Q2 2026 Jul 31, 2026
Parisi Gray Wealth Management History No change 15,395 1,486 0.31% 0.31% 1306 0 0.0% Q2 2026 Jul 09, 2026
Buck Wealth Strategies, LLC History No change 15,353 1,482 0.15% 0.15% 1307 0 0.0% Q2 2026 Jul 30, 2026
Rossby Financial, LCC History No change 15,258 1,473 0.27% 0.27% 1308 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History Added to 15,115 1,464 0.04% 0.04% 1310 +1,214 8.73% Q3 2026 Oct 08, 2026
Keel Point, LLC History No change 15,159 1,464 0.09% 0.09% 1309 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Managment, LLC/ID History No change 15,160 1,464 0.6% 0.6% 1311 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 15,155 1,463 0.07% 0.07% 1312 0 0.0% Q2 2026 Aug 07, 2026
Sandhill Capital Partners LLC History No change 15,157 1,463 0.12% 0.12% 1313 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 15,155 1,463 0.13% 0.13% 1314 0 0.0% Q2 2026 Aug 05, 2026
O'Keefe Stevens Advisory, Inc. History No change 15,151 1,463 0.3% 0.3% 1315 0 0.0% Q2 2026 Jul 13, 2026
Sepio Capital, LP History No change 15,092 1,457 0.07% 0.07% 1316 0 0.0% Q2 2026 Jul 28, 2026
ROMANO BROTHERS AND COMPANY History No change 15,071 1,455 0.15% 0.15% 1317 0 0.0% Q2 2026 Jul 21, 2026
Westmount Partners, LLC History No change 15,063 1,454 0.32% 0.32% 1318 0 0.0% Q2 2026 Jul 07, 2026
Forza Wealth Management, LLC History No change 15,041 1,452 0.45% 0.45% 1319 0 0.0% Q2 2026 Jul 17, 2026
Capital Group Private Client Services, Inc. History No change 15,017 1,450 0.02% 0.02% 1320 0 0.0% Q2 2026 Aug 12, 2026
Trilogy Capital Inc. History No change 14,993 1,448 0.06% 0.06% 1321 0 0.0% Q2 2026 Jul 02, 2026
Kendall Capital Management History No change 14,994 1,448 0.24% 0.24% 1322 0 0.0% Q2 2026 Aug 12, 2026
Bestgate Wealth Advisors, LLC History No change 14,965 1,445 2.3% 2.3% 1323 0 0.0% Q2 2026 Jul 29, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 14,942 1,443 0.31% 0.31% 1324 0 0.0% Q2 2026 Jul 27, 2026
W ADVISORS, LLC History No change 14,948 1,443 0.66% 0.66% 1325 0 0.0% Q2 2026 Jul 31, 2026
WEST BANCORPORATION INC History No change 14,920 1,440 0.62% 0.62% 1326 0 0.0% Q2 2026 Jul 23, 2026
Curated Wealth Partners LLC History No change 14,880 1,437 0.17% 0.17% 1327 0 0.0% Q2 2026 Aug 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 14,859 1,435 0.14% 0.14% 1328 0 0.0% Q2 2026 Sep 02, 2026
Klaas Financial Asset Advisors, LLC History No change 14,858 1,434 0.18% 0.18% 1329 0 0.0% Q2 2026 Jul 15, 2026
American State Bank (Iowa) History No change 14,705 1,420 0.58% 0.58% 1330 0 0.0% Q2 2026 Jul 09, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 14,720 1,414 0.16% 0.16% 1331 0 0.0% Q2 2026 Jul 07, 2026
Goldstein Advisors, LLC History No change 14,601 1,410 0.13% 0.13% 1332 0 0.0% Q2 2026 Jul 20, 2026
PCG ASSET MANAGEMENT, LLC History No change 14,562 1,406 1.01% 1.01% 1333 0 0.0% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 14,557 1,405 0.11% 0.11% 1334 0 0.0% Q2 2026 Jul 23, 2026
TRITONPOINT WEALTH, LLC History No change 14,555 1,405 0.14% 0.14% 1335 0 0.0% Q2 2026 Aug 11, 2026
REAP Financial Group, LLC History No change 14,516 1,401 0.24% 0.24% 1336 0 0.0% Q2 2026 Aug 04, 2026
Vann Equity Management LLC History Added to 14,391 1,394 0.83% 0.72% 1337 +2,134 17.41% Q3 2026 Oct 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 14,343 1,385 0.57% 0.57% 1338 0 0.0% Q2 2026 Aug 11, 2026
Bear Mountain Capital, Inc. History No change 14,201 1,375 0.4% 0.4% 1339 0 0.0% Q2 2026 Jul 20, 2026
Range Advisory, LLC History No change 14,225 1,373 0.16% 0.16% 1340 0 0.0% Q2 2026 Sep 02, 2026
Sankala Group LLC History No change 13,648 1,364 0.91% 0.91% 1341 0 0.0% Q2 2026 Aug 18, 2026
Clarendon Private LLC History No change 14,115 1,363 0.88% 0.88% 1342 0 0.0% Q2 2026 Jul 22, 2026
PRUDENTIAL PLC History No change 14,100 1,361 0.01% 0.01% 1343 0 0.0% Q2 2026 Aug 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 14,095 1,361 0.19% 0.19% 1344 0 0.0% Q2 2026 Jul 20, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 14,039 1,355 0.15% 0.15% 1345 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 14,015 1,353 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 17, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 14,002 1,352 0.16% 0.16% 1347 0 0.0% Q2 2026 Aug 04, 2026
TL Private Wealth History No change 13,926 1,350 0.5% 0.5% 1348 0 0.0% Q2 2026 Jul 08, 2026
BlueSky Wealth Advisors, LLC History No change 13,960 1,348 0.16% 0.16% 1349 0 0.0% Q2 2026 Jul 28, 2026
Great Point Wealth Advisors, LLC History No change 13,937 1,345 0.22% 0.22% 1350 0 0.0% Q2 2026 Jul 23, 2026
Compass Ion Advisors, LLC History No change 13,915 1,343 0.12% 0.12% 1351 0 0.0% Q2 2026 Aug 12, 2026
Cambria Investment Management, L.P. History No change 13,891 1,341 0.07% 0.07% 1352 0 0.0% Q2 2026 Aug 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 13,794 1,332 0.38% 0.38% 1353 0 0.0% Q2 2026 Jul 17, 2026
McNamara Financial Services, Inc. History No change 13,771 1,330 0.23% 0.23% 1354 0 0.0% Q2 2026 Jul 22, 2026
Noble Family Wealth, LLC History No change 13,754 1,328 0.24% 0.24% 1355 0 0.0% Q2 2026 Aug 04, 2026
Keebeck Wealth Management History No change 13,747 1,327 0.13% 0.13% 1356 0 0.0% Q2 2026 Aug 11, 2026
LWM ADVISORS INC History Added to 13,693 1,326 1.0% 0.96% 1358 +331 2.48% Q3 2026 Oct 08, 2026
Amplius Wealth Advisors, LLC History No change 13,734 1,326 0.1% 0.1% 1357 0 0.0% Q2 2026 Jul 17, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 13,670 1,320 0.35% 0.35% 1359 0 0.0% Q2 2026 Jul 16, 2026
HILL ISLAND FINANCIAL LLC History No change 13,665 1,319 0.28% 0.28% 1360 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History No change 13,638 1,317 0.05% 0.05% 1361 0 0.0% Q2 2026 Jul 29, 2026
Vertex Planning Partners, LLC History No change 13,618 1,315 0.2% 0.2% 1362 0 0.0% Q2 2026 Aug 14, 2026
MEMBERS CAPITAL ADVISORS INC History No change 13,583 1,311 1.13% 1.13% 1363 0 0.0% Q2 2026 Aug 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 13,520 1,305 0.9% 0.9% 1364 0 0.0% Q2 2026 Jul 24, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,497 1,303 0.06% 0.06% 1365 0 0.0% Q2 2026 Jul 28, 2026
Moors & Cabot, Inc. History No change 13,458 1,299 0.05% 0.05% 1366 0 0.0% Q2 2026 Aug 10, 2026
STEVENS CAPITAL PARTNERS History No change 13,458 1,299 0.25% 0.25% 1367 0 0.0% Q2 2026 Aug 07, 2026
IBEX WEALTH ADVISORS History No change 13,381 1,292 0.1% 0.1% 1368 0 0.0% Q2 2026 Jul 27, 2026
GAMCO INVESTORS, INC. ET AL History No change 13,350 1,289 0.01% 0.01% 1369 0 0.0% Q2 2026 Aug 12, 2026
MFA Wealth Services History No change 13,303 1,284 0.77% 0.77% 1370 0 0.0% Q2 2026 Jul 21, 2026
DAVIS R M INC History No change 13,284 1,282 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History No change 20,663 1,282 0.25% 0.25% 1372 0 0.0% Q2 2026 Aug 12, 2026
UNITED BANK History No change 13,173 1,272 0.15% 0.15% 1373 0 0.0% Q2 2026 Jul 30, 2026
GC Wealth Management RIA, LLC History No change 13,160 1,270 0.07% 0.07% 1374 0 0.0% Q2 2026 Jul 16, 2026
Tulsa Wealth Advisors, INC History No change 13,115 1,266 0.18% 0.18% 1375 0 0.0% Q2 2026 Aug 06, 2026
Hixon Zuercher, LLC History No change 13,100 1,265 0.37% 0.37% 1376 0 0.0% Q2 2026 Jul 20, 2026
NorthStar Asset Management LLC /NJ/ History No change 13,069 1,262 0.51% 0.51% 1377 0 0.0% Q2 2026 Aug 05, 2026
FIRST AMERICAN TRUST, FSB History No change 13,011 1,256 0.08% 0.08% 1378 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History No change 12,993 1,255 0.01% 0.01% 1379 0 0.0% Q2 2026 Aug 12, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 12,956 1,251 0.65% 0.65% 1380 0 0.0% Q2 2026 Aug 12, 2026
Ellenbecker Investment Group History No change 12,960 1,251 0.15% 0.15% 1381 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 12,948 1,250 0.17% 0.17% 1382 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Capital Group History No change 12,945 1,250 0.15% 0.15% 1383 0 0.0% Q2 2026 Jul 08, 2026
Barnes Dennig Private Wealth Management LLC History No change 12,899 1,245 1.0% 1.0% 1384 0 0.0% Q2 2026 Jul 15, 2026
Rubicon Advisors, GP History No change 12,882 1,244 0.91% 0.91% 1385 0 0.0% Q2 2026 Jul 29, 2026
Bedminster, LLC History No change 12,861 1,242 1.06% 1.06% 1386 0 0.0% Q2 2026 Aug 04, 2026
WealthShield Partners, LLC History No change 12,834 1,239 0.19% 0.19% 1387 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 12,824 1,238 0.43% 0.43% 1388 0 0.0% Q2 2026 Jul 23, 2026
Finley Financial, LLC History No change 12,825 1,238 0.5% 0.5% 1389 0 0.0% Q2 2026 Jul 08, 2026
PINNEY & SCOFIELD, INC. History No change 12,827 1,238 0.61% 0.61% 1390 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON TRUST CO History No change 12,790 1,235 0.48% 0.48% 1391 0 0.0% Q2 2026 Jul 29, 2026
Marin Bay Wealth Advisors, LLC History No change 12,704 1,226 0.66% 0.66% 1392 0 0.0% Q2 2026 Aug 10, 2026
KWB Wealth History No change 12,643 1,221 0.1% 0.1% 1393 0 0.0% Q2 2026 Jul 10, 2026
XTX Topco Ltd History No change 12,645 1,221 0.02% 0.02% 1394 0 0.0% Q2 2026 Aug 14, 2026
GDS Wealth Management History No change 12,569 1,213 0.06% 0.06% 1395 0 0.0% Q2 2026 Aug 13, 2026
Burkett Asset Management Ltd History No change 12,532 1,210 1.13% 1.13% 1396 0 0.0% Q2 2026 Jul 28, 2026
Maia Wealth LLC History No change 12,494 1,206 0.18% 0.18% 1397 0 0.0% Q2 2026 Jul 28, 2026
JRM Investment Counsel, LLC History No change 12,481 1,205 0.29% 0.29% 1398 0 0.0% Q2 2026 Aug 13, 2026
Sharp Wealth Advisory, LLC History No change 12,444 1,201 0.56% 0.56% 1399 0 0.0% Q2 2026 Jul 24, 2026
Essex Bank History No change 12,411 1,198 0.26% 0.26% 1400 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Advisory LLC History No change 12,378 1,195 0.24% 0.24% 1401 0 0.0% Q2 2026 Aug 05, 2026
Newman Dignan & Sheerar, Inc. History No change 12,299 1,187 0.23% 0.23% 1402 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 12,265 1,184 0.15% 0.15% 1403 0 0.0% Q2 2026 Jul 14, 2026
Clark Asset Management, LLC History No change 12,240 1,182 0.09% 0.09% 1404 0 0.0% Q2 2026 Jul 07, 2026
CATALYST PRIVATE WEALTH, LLC History No change 12,211 1,179 0.57% 0.57% 1405 0 0.0% Q2 2026 Jul 21, 2026
GFI Investment Counsel Ltd. History No change 12,181 1,176 0.16% 0.16% 1406 0 0.0% Q2 2026 Aug 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 12,176 1,175 0.32% 0.32% 1407 0 0.0% Q2 2026 Aug 17, 2026
Evensky & Katz LLC History No change 12,152 1,174 0.06% 0.06% 1408 0 0.0% Q2 2026 Jul 22, 2026
Petros Family Wealth, LLC History No change 12,153 1,173 0.72% 0.72% 1409 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 12,138 1,172 0.01% 0.01% 1410 0 0.0% Q2 2026 Aug 12, 2026
Realta Investment Advisors History No change 12,092 1,167 0.36% 0.36% 1411 0 0.0% Q2 2026 Jul 20, 2026
K2 Financial Inc. History No change 11,872 1,167 0.82% 0.82% 1412 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 12,025 1,161 0.04% 0.04% 1413 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 11,951 1,154 0.03% 0.03% 1414 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 11,922 1,151 0.04% 0.04% 1415 0 0.0% Q2 2026 Aug 17, 2026
CM WEALTH ADVISORS LLC History No change 11,921 1,151 0.21% 0.21% 1416 0 0.0% Q2 2026 Aug 10, 2026
TRUEFG, LLC History No change 11,798 1,139 0.27% 0.27% 1417 0 0.0% Q2 2026 Jul 16, 2026
Walsh & Associates, LLC History No change 11,796 1,139 0.93% 0.93% 1418 0 0.0% Q2 2026 Jul 21, 2026
Edgestream Partners, L.P. History No change 11,774 1,137 0.03% 0.03% 1419 0 0.0% Q2 2026 Aug 11, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 11,771 1,136 0.17% 0.17% 1420 0 0.0% Q2 2026 Jul 22, 2026
Investmark Advisory Group LLC History No change 11,729 1,132 0.43% 0.43% 1421 0 0.0% Q2 2026 Aug 07, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 11,676 1,127 0.15% 0.15% 1422 0 0.0% Q2 2026 Aug 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 11,659 1,126 0.39% 0.39% 1423 0 0.0% Q2 2026 Jul 23, 2026
DBK Financial Counsel, LLC History No change 11,631 1,123 0.94% 0.94% 1424 0 0.0% Q2 2026 Jul 21, 2026
Frank, Rimerman Advisors LLC History No change 11,631 1,123 0.06% 0.06% 1425 0 0.0% Q2 2026 Jul 27, 2026
Freedom Investment Management, Inc. History No change 11,589 1,119 0.31% 0.31% 1426 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History Added to 11,548 1,118 0.09% 0.09% 1427 +64 0.56% Q3 2026 Oct 07, 2026
Value Investment Professionals, LLC History No change 11,579 1,118 0.94% 0.94% 1428 0 0.0% Q2 2026 Jul 07, 2026
American Trust History No change 11,497 1,110 0.09% 0.09% 1429 0 0.0% Q2 2026 Aug 14, 2026
NOVUS ADVISORS, LLC History No change 11,495 1,110 2.31% 2.31% 1430 0 0.0% Q2 2026 Jul 27, 2026
MTM FINANCIAL GROUP, LLC History No change 11,490 1,109 0.48% 0.48% 1431 0 0.0% Q2 2026 Jul 27, 2026
CITY HOLDING CO History No change 11,413 1,102 0.12% 0.12% 1432 0 0.0% Q2 2026 Jul 10, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 11,403 1,101 0.36% 0.36% 1433 0 0.0% Q2 2026 Jul 16, 2026
Goelzer Investment Management, Inc. History No change 11,342 1,095 0.05% 0.05% 1434 0 0.0% Q2 2026 Jul 14, 2026
Global View Capital Management LLC History No change 11,332 1,094 0.23% 0.23% 1435 0 0.0% Q2 2026 Jul 23, 2026
Clear Trail Advisors, LLC History No change 11,316 1,092 0.17% 0.17% 1436 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Advisors LLC History No change 12,211 1,092 0.93% 0.93% 1437 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 11,279 1,089 0.07% 0.07% 1438 0 0.0% Q2 2026 Aug 11, 2026
Beverly Hills Private Wealth, LLC History No change 11,284 1,089 0.21% 0.21% 1439 0 0.0% Q2 2026 Aug 06, 2026
Van Diest Capital, LLC History No change 11,217 1,083 0.97% 0.97% 1440 0 0.0% Q2 2026 Aug 04, 2026
SHAYNE & JACOBS, LLC History No change 11,169 1,078 0.32% 0.32% 1441 0 0.0% Q2 2026 Jul 07, 2026
Occidental Asset Management, LLC History No change 11,071 1,069 0.11% 0.11% 1442 0 0.0% Q2 2026 Aug 07, 2026
Holland Advisory Services, Inc. History No change 11,016 1,063 1.17% 1.17% 1443 0 0.0% Q2 2026 Jul 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 10,992 1,061 0.2% 0.2% 1444 0 0.0% Q2 2026 Aug 06, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 10,984 1,060 0.2% 0.2% 1445 0 0.0% Q2 2026 Jul 21, 2026
Washington Trust Advisors, Inc. History No change 10,971 1,059 0.08% 0.08% 1446 0 0.0% Q2 2026 Jul 29, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 10,880 1,050 0.05% 0.05% 1447 0 0.0% Q2 2026 Jul 08, 2026
Columbus Macro, LLC History No change 10,862 1,049 0.1% 0.1% 1448 0 0.0% Q2 2026 Jul 22, 2026
MIRAMONTES CAPITAL, LLC History No change 10,697 1,033 0.32% 0.32% 1449 0 0.0% Q2 2026 Sep 09, 2026
WEALTHGARDEN F.S. LLC History No change 10,687 1,032 0.59% 0.59% 1450 0 0.0% Q2 2026 Jul 31, 2026
Advisory Advocates, LLC History No change 10,685 1,031 0.88% 0.88% 1451 0 0.0% Q2 2026 Aug 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 10,631 1,026 0.03% 0.03% 1452 0 0.0% Q2 2026 Aug 05, 2026
Harbor Group, Inc. History No change 10,621 1,025 0.12% 0.12% 1453 0 0.0% Q2 2026 Jul 22, 2026
NORTH DALLAS BANK & TRUST CO History No change 10,575 1,021 0.61% 0.61% 1454 0 0.0% Q2 2026 Jul 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 10,570 1,020 0.01% 0.01% 1455 0 0.0% Q2 2026 Aug 10, 2026
ELEVATUS WELATH MANAGEMENT History No change 10,436 1,007 0.24% 0.24% 1456 0 0.0% Q2 2026 Aug 13, 2026
Alpine Bank Wealth Management History No change 10,425 1,006 0.13% 0.13% 1457 0 0.0% Q2 2026 Aug 07, 2026
KWMG, LLC History Reduced 10,366 1,004 0.07% 0.07% 1458 -193 -1.83% Q3 2026 Oct 07, 2026
Ally Invest Advisors Inc. History No change 10,397 1,004 0.06% 0.06% 1459 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 10,351 999 0.0% 0.0% 1460 0 0.0% Q2 2026 Aug 13, 2026
Elgethun Capital Management History No change 10,286 993 0.14% 0.14% 1461 0 0.0% Q2 2026 Jul 29, 2026
Carnegie Investment Counsel History No change 10,280 992 0.02% 0.02% 1462 0 0.0% Q2 2026 Jul 30, 2026
HRC WEALTH MANAGEMENT, LLC History No change 10,262 991 0.41% 0.41% 1463 0 0.0% Q2 2026 Jul 10, 2026
Financial Security Advisor, Inc. History No change 10,240 989 0.16% 0.16% 1464 0 0.0% Q2 2026 Aug 11, 2026
Koss-Olinger Consulting, LLC History No change 10,220 987 0.08% 0.08% 1465 0 0.0% Q2 2026 Aug 10, 2026
Talon Private Wealth, LLC History No change 10,225 987 0.12% 0.12% 1466 0 0.0% Q2 2026 Sep 11, 2026
BlackDiamond Wealth Management, LLC History No change 9,812 986 0.4% 0.4% 1467 0 0.0% Q2 2026 Aug 11, 2026
Latko Wealth Management, Ltd. History No change 10,186 983 0.42% 0.42% 1468 0 0.0% Q2 2026 Jul 24, 2026
17 CAPITAL PARTNERS, LLC History No change 10,173 982 0.44% 0.44% 1469 0 0.0% Q2 2026 Aug 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 10,166 981 0.14% 0.14% 1470 0 0.0% Q2 2026 Aug 12, 2026
Strategic Financial Services, Inc. History No change 10,131 978 0.04% 0.04% 1471 0 0.0% Q2 2026 Aug 24, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 10,108 976 0.01% 0.01% 1472 0 0.0% Q2 2026 Jul 20, 2026
Advyzon Investment Management, LLC History No change 10,076 973 0.07% 0.07% 1473 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 10,052 970 0.11% 0.11% 1474 0 0.0% Q2 2026 Jul 21, 2026
VICTORY FINANCIAL GROUP, LLC History No change 10,021 967 0.1% 0.1% 1475 0 0.0% Q2 2026 Jul 28, 2026
Wingate Wealth Advisors, Inc. History No change 10,013 967 0.43% 0.43% 1476 0 0.0% Q2 2026 Jul 29, 2026
ROCKLAND TRUST CO History Reduced 9,973 966 0.04% 0.04% 1477 -80 -0.8% Q3 2026 Oct 05, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 9,995 965 0.31% 0.31% 1478 0 0.0% Q2 2026 Jul 16, 2026
Impact Partnership Wealth, LLC History No change 10,001 965 0.09% 0.09% 1479 0 0.0% Q2 2026 Jul 29, 2026
Fortitude Advisory Group L.L.C. History No change 9,965 962 0.37% 0.37% 1480 0 0.0% Q2 2026 Jul 22, 2026
Blue Zone Wealth Advisors, LLC History No change 9,955 961 0.17% 0.17% 1481 0 0.0% Q2 2026 Jul 14, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 9,861 952 0.27% 0.27% 1482 0 0.0% Q2 2026 Aug 12, 2026
Moss Adams Wealth Advisors LLC History No change 9,836 949 0.06% 0.06% 1483 0 0.0% Q2 2026 Jul 27, 2026
Human Investing LLC History No change 9,744 941 0.12% 0.12% 1484 0 0.0% Q2 2026 Jul 21, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 9,750 941 0.32% 0.32% 1485 0 0.0% Q2 2026 Jul 21, 2026
Legacy Trust History No change 9,740 940 0.17% 0.17% 1486 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 9,700 936 0.15% 0.15% 1487 0 0.0% Q2 2026 Aug 10, 2026
Genesis Financial Group, LLC History No change 9,655 932 0.61% 0.61% 1488 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 9,431 930 0.05% 0.05% 1489 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 9,568 924 0.01% 0.01% 1490 0 0.0% Q2 2026 Aug 12, 2026
Investment Research Partners LLC History No change 9,549 922 0.31% 0.31% 1491 0 0.0% Q2 2026 Aug 04, 2026
RCS Financial Planning, LLC History No change 9,526 920 0.44% 0.44% 1492 0 0.0% Q2 2026 Jul 22, 2026
WEST MICHIGAN ADVISORS, LLC History No change 9,507 918 0.17% 0.17% 1493 0 0.0% Q2 2026 Aug 21, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 9,509 918 0.09% 0.09% 1494 0 0.0% Q2 2026 Jul 16, 2026
Clearwave Capital, LLC History No change 9,451 912 0.5% 0.5% 1495 0 0.0% Q2 2026 Jul 17, 2026
Hills Bank & Trust Co History No change 9,441 911 0.04% 0.04% 1496 0 0.0% Q2 2026 Aug 10, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 9,437 911 2.57% 2.57% 1497 0 0.0% Q2 2026 Jul 30, 2026
Two West Capital Advisors LLC History No change 9,493 907 0.45% 0.45% 1498 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 9,383 906 0.21% 0.21% 1499 0 0.0% Q2 2026 Jul 28, 2026
Patriot Financial Group Insurance Agency, LLC History No change 9,370 904 0.09% 0.09% 1500 0 0.0% Q2 2026 Jul 16, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 9,362 904 0.84% 0.84% 1501 0 0.0% Q2 2026 Aug 07, 2026
BARRETT & COMPANY, INC. History No change 9,351 903 0.25% 0.25% 1502 0 0.0% Q2 2026 Jul 24, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 9,352 903 0.28% 0.28% 1503 0 0.0% Q2 2026 Jul 22, 2026
SUTTON PLACE INVESTORS LLC History No change 9,327 900 0.44% 0.44% 1504 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 9,351 899 0.25% 0.25% 1505 0 0.0% Q2 2026 Jul 24, 2026
Lavaca Capital LLC History No change 9,300 898 0.09% 0.09% 1506 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 9,293 897 0.05% 0.05% 1507 0 0.0% Q2 2026 Jul 31, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 9,297 897 0.06% 0.06% 1508 0 0.0% Q2 2026 Jul 24, 2026
Partners in Financial Planning History No change 9,267 894 0.14% 0.14% 1509 0 0.0% Q2 2026 Aug 10, 2026
Fermata Advisors, LLC History No change 9,242 892 0.18% 0.18% 1510 0 0.0% Q2 2026 Jul 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 9,167 888 0.17% 0.09% 1511 +4,844 112.05% Q3 2026 Oct 05, 2026
Advisor OS, LLC History No change 9,191 887 0.06% 0.06% 1512 0 0.0% Q2 2026 Aug 05, 2026
Quad-Cities Investment Group, LLC History No change 9,122 881 0.32% 0.32% 1513 0 0.0% Q2 2026 Jul 07, 2026
TCI Wealth Advisors, Inc. History No change 9,033 872 0.04% 0.04% 1514 0 0.0% Q2 2026 Jul 29, 2026
Generations Wealth, LLC History No change 9,030 872 0.83% 0.83% 1515 0 0.0% Q2 2026 Aug 11, 2026
Tempo Wealth, LLC History No change 9,013 870 0.13% 0.13% 1516 0 0.0% Q2 2026 Jul 27, 2026
Live Oak Private Wealth LLC History No change 8,943 863 0.11% 0.11% 1517 0 0.0% Q2 2026 Jul 20, 2026
DF DENT & CO INC History No change 8,923 861 0.02% 0.02% 1518 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 8,916 861 0.27% 0.27% 1519 0 0.0% Q2 2026 Jul 21, 2026
PEOPLES BANK /OH History No change 8,914 860 0.44% 0.44% 1520 0 0.0% Q2 2026 Jul 27, 2026
Haverford Financial Services, Inc. History No change 8,900 859 0.25% 0.25% 1521 0 0.0% Q2 2026 Aug 12, 2026
River Street Advisors LLC History No change 8,866 856 0.25% 0.25% 1522 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 8,872 856 0.21% 0.21% 1523 0 0.0% Q2 2026 Jul 24, 2026
Mayfair Advisory Group, LLC History No change 8,834 851 0.26% 0.26% 1524 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 8,742 844 0.11% 0.11% 1525 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 8,736 843 0.07% 0.07% 1526 0 0.0% Q2 2026 Aug 06, 2026
Magnus Financial Group LLC History No change 8,720 842 0.06% 0.06% 1527 0 0.0% Q2 2026 Jul 09, 2026
Drucker Wealth 3.0, LLC History No change 8,685 838 0.13% 0.13% 1528 0 0.0% Q2 2026 Jul 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 8,673 837 0.05% 0.05% 1529 0 0.0% Q2 2026 Jul 23, 2026
Pine Valley Investments Ltd Liability Co History No change 8,663 836 0.03% 0.03% 1530 0 0.0% Q2 2026 Jul 24, 2026
WILLIAM JOHN SEMPOLINSKI History No change 8,660 836 0.34% 0.34% 1531 0 0.0% Q2 2026 Aug 14, 2026
Vigilare Wealth Management History No change 8,656 835 0.26% 0.26% 1532 0 0.0% Q2 2026 Jul 06, 2026
G&S Capital LLC History No change 8,628 833 0.24% 0.24% 1533 0 0.0% Q2 2026 Jul 10, 2026
Cypress Wealth Services, LLC History No change 8,605 831 0.1% 0.1% 1534 0 0.0% Q2 2026 Jul 10, 2026
S Harris Financial Group, LLC History No change 8,610 831 0.64% 0.64% 1535 0 0.0% Q2 2026 Jul 24, 2026
Allegheny Financial Group History No change 8,593 829 0.09% 0.09% 1536 0 0.0% Q2 2026 Jul 22, 2026
Clear Harbor Asset Management, LLC History No change 8,545 825 0.05% 0.05% 1537 0 0.0% Q2 2026 Aug 12, 2026
Intentional Wealth Strategies, LLC History No change 8,546 825 0.77% 0.77% 1538 0 0.0% Q2 2026 Jul 28, 2026
Foundry Financial LLC History No change 8,534 824 0.28% 0.28% 1539 0 0.0% Q2 2026 Jul 21, 2026
Blue Edge Capital, LLC History No change 8,513 822 0.1% 0.1% 1540 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Capital LLC History No change 8,520 822 0.17% 0.17% 1541 0 0.0% Q2 2026 Jul 20, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 8,502 821 0.33% 0.33% 1542 0 0.0% Q2 2026 Jul 27, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,486 819 0.02% 0.02% 1543 0 0.0% Q2 2026 Aug 07, 2026
AVISO WEALTH MANAGEMENT History No change 8,488 819 0.28% 0.28% 1544 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 8,409 812 0.07% 0.07% 1545 0 0.0% Q2 2026 Jul 28, 2026
Cedarwood Wealth LLC History No change 8,404 811 0.61% 0.61% 1546 0 0.0% Q2 2026 Jul 23, 2026
Kelman-Lazarov, Inc. History No change 8,396 810 0.11% 0.11% 1547 0 0.0% Q2 2026 Aug 10, 2026
Balboa Wealth Partners History No change 8,366 808 0.11% 0.11% 1548 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Asset Management, L.L.C. History No change 8,334 804 0.31% 0.31% 1549 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 8,322 803 0.1% 0.1% 1550 0 0.0% Q2 2026 Aug 05, 2026
Sageworth Trust Co History No change 8,294 801 0.03% 0.03% 1551 0 0.0% Q2 2026 Jul 28, 2026
D'Orazio & Associates, Inc. History No change 8,295 801 0.09% 0.09% 1552 0 0.0% Q2 2026 Jul 28, 2026
Seven Springs Wealth Group, LLC History No change 8,295 801 0.17% 0.17% 1553 0 0.0% Q2 2026 Aug 04, 2026
KDK Private Wealth Management, LLC History No change 8,290 800 0.66% 0.66% 1554 0 0.0% Q2 2026 Aug 12, 2026
Godfrey Financial Associates, Inc. History No change 8,285 800 0.61% 0.61% 1555 0 0.0% Q2 2026 Aug 11, 2026
Rare Wolf Capital LLC History No change 8,253 797 0.51% 0.51% 1556 0 0.0% Q2 2026 Jul 23, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 8,231 794 0.27% 0.27% 1557 0 0.0% Q2 2026 Jul 30, 2026
Signal Advisors Wealth, LLC History No change 8,199 791 0.04% 0.04% 1558 0 0.0% Q2 2026 Aug 04, 2026
Kohmann Bosshard Financial Services, LLC History No change 8,188 790 0.07% 0.07% 1559 0 0.0% Q2 2026 Jul 14, 2026
Sand Hill Global Advisors, LLC History No change 8,173 789 0.02% 0.02% 1560 0 0.0% Q2 2026 Aug 11, 2026
Selective Wealth Management, Inc. History No change 8,191 788 0.21% 0.21% 1561 0 0.0% Q2 2026 Jul 20, 2026
One Wealth Advisors, LLC History No change 8,140 786 0.09% 0.09% 1562 0 0.0% Q2 2026 Aug 06, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 8,090 781 0.14% 0.14% 1563 0 0.0% Q2 2026 Aug 06, 2026
First Citizens Financial Corp History Reduced 8,029 777 0.33% 0.33% 1564 -97 -1.19% Q3 2026 Oct 02, 2026
CRA Financial Services, LLC History No change 7,975 770 0.09% 0.09% 1565 0 0.0% Q2 2026 Jul 24, 2026
Key FInancial Inc History No change 7,953 768 0.13% 0.13% 1566 0 0.0% Q2 2026 Jul 24, 2026
Walkner Condon Financial Advisors LLC History No change 7,955 768 0.09% 0.09% 1567 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 7,935 766 0.02% 0.02% 1568 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 7,882 761 0.2% 0.2% 1569 0 0.0% Q2 2026 Jul 21, 2026
EQUITABLE TRUST CO History No change 7,839 757 0.03% 0.03% 1570 0 0.0% Q2 2026 Jul 23, 2026
1ST SOURCE BANK History No change 7,833 756 0.03% 0.03% 1571 0 0.0% Q2 2026 Aug 06, 2026
OPTIMA CAPITAL LLC History No change 7,816 754 0.3% 0.3% 1572 0 0.0% Q2 2026 Jul 24, 2026
Kingsman Wealth Management, Inc. History No change 7,748 748 0.35% 0.35% 1573 0 0.0% Q2 2026 Jul 22, 2026
Compass Financial Services Inc History No change 7,737 747 0.28% 0.28% 1574 0 0.0% Q2 2026 Jul 24, 2026
Inscription Capital, LLC History No change 7,718 745 0.07% 0.07% 1575 0 0.0% Q2 2026 Aug 13, 2026
Maltin Wealth Management, Inc. History No change 7,702 743 0.25% 0.25% 1576 0 0.0% Q2 2026 Jul 22, 2026
Traynor Capital Management, Inc. History No change 7,693 742 0.03% 0.03% 1577 0 0.0% Q2 2026 Jul 22, 2026
Providence First Trust Co History No change 7,681 741 0.21% 0.21% 1578 0 0.0% Q2 2026 Jul 27, 2026
Genesis Wealth Advisors, LLC History No change 7,669 740 0.44% 0.44% 1579 0 0.0% Q2 2026 Aug 07, 2026
Armstrong, Fleming & Moore, Inc History No change 7,666 740 0.25% 0.25% 1580 0 0.0% Q2 2026 Jul 28, 2026
tru Independence LLC History No change 7,637 737 0.32% 0.32% 1581 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 7,627 736 0.08% 0.08% 1582 0 0.0% Q2 2026 Jul 27, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 7,613 735 0.12% 0.12% 1583 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Advisors, LLC History No change 7,592 733 0.19% 0.19% 1584 0 0.0% Q2 2026 Aug 06, 2026
J.E. Simmons & Co., P.C. History No change 7,597 733 0.41% 0.41% 1585 0 0.0% Q2 2026 Jul 15, 2026
Millington Financial Advisors, LLC History No change 7,614 732 0.29% 0.29% 1586 0 0.0% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 7,530 727 0.1% 0.1% 1587 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 7,532 727 0.16% 0.16% 1588 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Capital Advisors LLC History No change 7,501 724 0.05% 0.05% 1589 0 0.0% Q2 2026 Aug 12, 2026
Warther Private Wealth, LLC History No change 7,500 724 0.16% 0.16% 1590 0 0.0% Q2 2026 Aug 14, 2026
Oath Planning, LLC History No change 7,499 724 0.54% 0.54% 1591 0 0.0% Q2 2026 Jul 24, 2026
Heartland Bank & Trust Co History No change 7,485 722 0.15% 0.15% 1592 0 0.0% Q2 2026 Aug 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 7,467 721 0.05% 0.05% 1593 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 7,458 720 0.08% 0.08% 1594 0 0.0% Q2 2026 Aug 06, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 7,449 719 0.14% 0.14% 1595 0 0.0% Q2 2026 Jul 13, 2026
RVW Wealth, LLC History Added to 7,399 716 0.05% 0.05% 1596 +115 1.58% Q3 2026 Oct 06, 2026
Impact Capital Partners LLC History No change 7,399 714 0.19% 0.19% 1597 0 0.0% Q2 2026 Jul 14, 2026
My Personal CFO, LLC History No change 7,385 713 0.28% 0.28% 1598 0 0.0% Q2 2026 Jul 21, 2026
CPC Advisors, LLC History No change 7,379 712 0.1% 0.1% 1599 0 0.0% Q2 2026 Jul 24, 2026
AM INVESTMENT STRATEGIES LLC History No change 7,363 711 0.14% 0.14% 1600 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 7,356 710 0.02% 0.02% 1601 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 7,331 708 0.05% 0.05% 1602 0 0.0% Q2 2026 Aug 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 7,317 706 0.27% 0.27% 1603 0 0.0% Q2 2026 Jul 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 6,939 702 0.23% 0.23% 1604 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 7,245 701 0.02% 0.02% 1605 -1,944 -21.16% Q3 2026 Oct 05, 2026
Legacy Private Trust Co. History Reduced 7,236 701 0.04% 0.04% 1606 -50 -0.69% Q3 2026 Oct 06, 2026
WHALEROCK POINT PARTNERS, LLC History No change 7,264 701 0.12% 0.12% 1607 0 0.0% Q2 2026 Aug 13, 2026
RHS Financial, LLC History No change 7,264 701 0.28% 0.28% 1608 0 0.0% Q2 2026 Aug 07, 2026
Keener Financial Planning LLC History No change 7,251 700 0.25% 0.25% 1609 0 0.0% Q2 2026 Jul 31, 2026
Oak Grove Capital LLC History No change 7,236 698 0.03% 0.03% 1610 0 0.0% Q2 2026 Aug 13, 2026
CALTON & ASSOCIATES, INC. History No change 7,221 697 0.1% 0.1% 1611 0 0.0% Q2 2026 Aug 10, 2026
MOTCO History No change 7,194 694 0.06% 0.06% 1612 0 0.0% Q2 2026 Jul 31, 2026
Procyon Advisors, LLC History No change 7,190 694 0.03% 0.03% 1613 0 0.0% Q2 2026 Jul 09, 2026
Madrona Financial Services, LLC History No change 7,151 690 0.13% 0.13% 1614 0 0.0% Q2 2026 Jul 17, 2026
Spartan Wealth Advisory Services LLC History No change 7,126 688 0.06% 0.06% 1615 0 0.0% Q2 2026 Aug 05, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 7,101 685 1.07% 1.07% 1616 0 0.0% Q2 2026 Aug 11, 2026
Smith Thornton Advisors LLC History No change 7,120 684 0.3% 0.3% 1617 0 0.0% Q2 2026 Jul 14, 2026
GERMAN AMERICAN BANCORP, INC. History No change 7,073 683 0.05% 0.05% 1618 0 0.0% Q2 2026 Aug 06, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 7,528 681 0.39% 0.39% 1619 0 0.0% Q2 2026 Aug 19, 2026
Quadcap Wealth Management, LLC History No change 7,034 679 0.07% 0.07% 1620 0 0.0% Q2 2026 Jul 31, 2026
Kondo Wealth Advisors, Inc. History No change 7,035 679 0.23% 0.23% 1621 0 0.0% Q2 2026 Jul 21, 2026
Blue Chip Partners, LLC History No change 7,024 678 0.04% 0.04% 1622 0 0.0% Q2 2026 Aug 14, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 7,000 676 0.04% 0.04% 1623 0 0.0% Q2 2026 Aug 05, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 7,000 676 0.2% 0.2% 1624 0 0.0% Q2 2026 Aug 10, 2026
SACHEM HILL LLC History No change 6,993 675 0.12% 0.12% 1625 0 0.0% Q2 2026 Aug 10, 2026
FPC INVESTMENT ADVISORY, INC. History No change 7,023 675 0.32% 0.32% 1626 0 0.0% Q2 2026 Aug 13, 2026
SFMG, LLC History No change 6,981 674 0.04% 0.04% 1627 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 6,958 672 0.13% 0.13% 1628 0 0.0% Q2 2026 Aug 03, 2026
Capital Planning LLC History No change 6,950 671 0.2% 0.2% 1629 0 0.0% Q2 2026 Jul 22, 2026
Fortis Capital Management LLC History No change 6,954 671 0.08% 0.08% 1630 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 6,936 669 0.04% 0.04% 1631 0 0.0% Q2 2026 Aug 05, 2026
Argentarii, LLC History No change 6,649 669 0.2% 0.2% 1632 0 0.0% Q2 2026 Aug 12, 2026
TFO Wealth Partners, LLC History No change 6,917 668 0.07% 0.07% 1633 0 0.0% Q2 2026 Aug 10, 2026
Sound Income Strategies, LLC History No change 6,908 667 0.03% 0.03% 1634 0 0.0% Q2 2026 Jul 20, 2026
CHAPIN DAVIS, INC. History No change 6,887 665 0.12% 0.12% 1635 0 0.0% Q2 2026 Jul 07, 2026
BURKE & HERBERT BANK & TRUST CO History No change 6,881 664 0.16% 0.16% 1636 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 6,884 664 0.06% 0.06% 1637 0 0.0% Q2 2026 Jul 28, 2026
KEB ASSET MANAGEMENT, LLC History No change 6,876 664 0.11% 0.11% 1638 0 0.0% Q2 2026 Jul 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 6,880 664 0.43% 0.43% 1639 0 0.0% Q2 2026 Jul 28, 2026
DIVERSIFIED MANAGEMENT INC History Added to 6,853 663 0.12% 0.14% 1641 +97 1.44% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 6,872 663 0.02% 0.02% 1640 0 0.0% Q2 2026 Aug 06, 2026
Lynx Investment Advisory History No change 6,848 661 0.22% 0.22% 1642 0 0.0% Q2 2026 Jul 27, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 6,829 659 0.33% 0.33% 1643 0 0.0% Q2 2026 Aug 13, 2026
PMG Wealth Management, Inc. History No change 6,831 659 0.41% 0.41% 1644 0 0.0% Q2 2026 Aug 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,829 659 0.1% 0.1% 1645 0 0.0% Q2 2026 Jul 21, 2026
Destination Wealth Management History No change 6,815 658 0.02% 0.02% 1646 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 6,811 657 0.07% 0.07% 1647 0 0.0% Q2 2026 Jul 09, 2026
KFA Private Wealth Group, LLC History Added to 6,781 656 0.15% 0.16% 1648 +58 0.86% Q3 2026 Oct 07, 2026
River Wealth Advisors LLC History No change 6,777 654 0.07% 0.07% 1649 0 0.0% Q2 2026 Aug 04, 2026
LYELL WEALTH MANAGEMENT, LP History No change 6,764 653 0.04% 0.04% 1650 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 6,752 652 0.05% 0.05% 1651 0 0.0% Q2 2026 Jul 06, 2026
Keating Financial Advisory Services, Inc. History No change 6,740 650 0.09% 0.09% 1652 0 0.0% Q2 2026 Aug 11, 2026
Kennebec Savings Bank History No change 6,720 649 0.52% 0.52% 1653 0 0.0% Q2 2026 Jul 13, 2026
Alteri Wealth LLC History No change 6,699 646 0.18% 0.18% 1654 0 0.0% Q2 2026 Jul 29, 2026
Noble Wealth Management PBC History Reduced 6,620 641 0.29% 0.29% 1655 -20 -0.3% Q3 2026 Oct 01, 2026
AMARILLO NATIONAL BANK History No change 6,632 640 0.1% 0.1% 1656 0 0.0% Q2 2026 Jul 15, 2026
Boston Trust Walden Corp History No change 6,612 638 0.0% 0.0% 1657 0 0.0% Q2 2026 Jul 24, 2026
Aurdan Capital Management, LLC History No change 6,614 638 0.16% 0.16% 1658 0 0.0% Q2 2026 Jul 15, 2026
Legacy Advisors, LLC History No change 6,590 636 0.06% 0.06% 1659 0 0.0% Q2 2026 Jul 24, 2026
GOLDEN ROAD ADVISORS LLC History No change 6,590 636 0.31% 0.31% 1660 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 6,583 635 0.02% 0.02% 1661 0 0.0% Q2 2026 Aug 11, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 6,573 634 0.1% 0.1% 1662 0 0.0% Q2 2026 Jul 30, 2026
Echo45 Advisors LLC History New 6,493 629 0.29% — 1663 +6,493 New Q3 2026 Oct 07, 2026
Centurion Wealth Management LLC History No change 6,512 628 0.15% 0.15% 1664 0 0.0% Q2 2026 Jul 09, 2026
United Community Bank History No change 6,508 628 0.19% 0.19% 1665 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 6,499 627 0.01% 0.01% 1666 0 0.0% Q2 2026 Aug 10, 2026
ELLERSON GROUP INC /ADV History No change 6,472 625 0.37% 0.37% 1667 0 0.0% Q2 2026 Jul 31, 2026
Gray Private Wealth, LLC History No change 6,477 625 0.27% 0.27% 1668 0 0.0% Q2 2026 Jul 24, 2026
Accredited Investors Inc. History No change 6,455 623 0.03% 0.03% 1669 0 0.0% Q2 2026 Jul 21, 2026
PATRON PARTNERS, LLC History No change 6,446 622 0.24% 0.24% 1670 0 0.0% Q2 2026 Aug 11, 2026
Marble Harbor Investment Counsel, LLC History No change 6,426 620 0.06% 0.06% 1671 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 6,390 619 0.17% 0.18% 1674 -5 -0.08% Q3 2026 Oct 07, 2026
Advisory Alpha, LLC History No change 6,412 619 0.02% 0.02% 1672 0 0.0% Q2 2026 Aug 11, 2026
Phillips Wealth Planners LLC History No change 6,390 619 0.46% 0.46% 1673 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 6,409 618 0.09% 0.09% 1675 0 0.0% Q2 2026 Aug 04, 2026
Madden Advisory Services, Inc. History No change 6,390 617 0.22% 0.22% 1676 0 0.0% Q2 2026 Aug 04, 2026
WEALTH EFFECTS LLC History No change 6,387 616 0.17% 0.17% 1677 0 0.0% Q2 2026 Aug 06, 2026
Citizens National Bank Trust Department History No change 6,377 615 0.09% 0.09% 1678 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 6,377 615 1.15% 1.15% 1679 0 0.0% Q2 2026 Aug 10, 2026
Black Swift Group, LLC History No change 6,350 613 0.09% 0.09% 1680 0 0.0% Q2 2026 Aug 13, 2026
Keudell/Morrison Wealth Management History No change 6,352 613 0.12% 0.12% 1681 0 0.0% Q2 2026 Jul 15, 2026
Golden State Wealth Management, LLC History No change 6,276 606 0.06% 0.06% 1682 0 0.0% Q2 2026 Jul 22, 2026
Gradient Capital Advisors, LLC History No change 6,272 605 0.14% 0.14% 1683 0 0.0% Q2 2026 Jul 13, 2026
Ironwood Financial, llc History No change 6,274 603 0.09% 0.09% 1684 0 0.0% Q2 2026 Jul 17, 2026
Rathbones Group PLC History No change 6,235 602 0.0% 0.0% 1685 0 0.0% Q2 2026 Jul 23, 2026
J.Safra Asset Management Corp History No change 6,239 602 0.03% 0.03% 1686 0 0.0% Q2 2026 Aug 06, 2026
Mission Creek Capital Partners, Inc. History No change 6,240 602 0.11% 0.11% 1687 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History No change 6,238 602 0.18% 0.18% 1688 0 0.0% Q2 2026 Aug 14, 2026
Chicago Wealth Management, Inc. History No change 6,192 598 0.21% 0.21% 1689 0 0.0% Q2 2026 Aug 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,188 597 0.01% 0.01% 1690 0 0.0% Q2 2026 Jul 30, 2026
Thayer Financial, L.L.C. History No change 6,154 594 0.54% 0.54% 1691 0 0.0% Q2 2026 Jul 08, 2026
EPG Wealth Management LLC History No change 6,137 592 0.14% 0.14% 1692 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 6,139 592 0.01% 0.01% 1693 0 0.0% Q2 2026 Jul 23, 2026
Sprinkle Financial Consultants LLC History No change 6,137 592 0.23% 0.23% 1694 0 0.0% Q2 2026 Jul 08, 2026
South Shore Capital Advisors History No change 6,068 586 0.39% 0.39% 1695 0 0.0% Q2 2026 Jul 30, 2026
SONATA CAPITAL GROUP INC History No change 6,021 581 0.19% 0.19% 1696 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 6,007 580 0.02% 0.02% 1697 0 0.0% Q2 2026 Jul 30, 2026
International Private Wealth Advisors LLC History No change 6,001 579 0.3% 0.3% 1698 0 0.0% Q2 2026 Aug 07, 2026
Elevation Wealth Management LLC History No change 5,992 578 0.43% 0.43% 1699 0 0.0% Q2 2026 Jul 29, 2026
Berger Financial Group, Inc History No change 5,976 577 0.03% 0.03% 1700 0 0.0% Q2 2026 Aug 04, 2026
LJI Wealth Management, LLC History No change 5,980 577 0.08% 0.08% 1701 0 0.0% Q2 2026 Jul 31, 2026
Sunpointe, LLC History No change 5,975 577 0.16% 0.16% 1702 0 0.0% Q2 2026 Jul 24, 2026
Bellars Harris Wealth Management, LLC History No change 5,983 577 0.12% 0.12% 1703 0 0.0% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History No change 5,971 576 0.02% 0.02% 1704 0 0.0% Q2 2026 Jul 08, 2026
Next Level Wealth Planning, LLC History No change 5,974 576 0.25% 0.25% 1705 0 0.0% Q2 2026 Jul 30, 2026
EAGLE WEALTH STRATEGIES LLC History No change 5,960 575 0.22% 0.22% 1706 0 0.0% Q2 2026 Jul 09, 2026
BURNEY CO/ History No change 5,947 574 0.02% 0.02% 1707 0 0.0% Q2 2026 Jul 14, 2026
Schrum Private Wealth Management LLC History No change 7,214 573 0.59% 0.59% 1708 0 0.0% Q2 2026 Aug 10, 2026
INVESTED ADVISORS History No change 5,919 571 0.51% 0.51% 1709 0 0.0% Q2 2026 Aug 04, 2026
Red Door Wealth Management, LLC History No change 5,904 570 0.05% 0.05% 1710 0 0.0% Q2 2026 Jul 13, 2026
Synergy Financial Group, LTD History No change 5,889 568 0.41% 0.41% 1711 0 0.0% Q2 2026 Aug 04, 2026
Glass Jacobson Investment Advisors llc History No change 5,887 568 0.18% 0.18% 1712 0 0.0% Q2 2026 Jul 30, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 5,882 568 0.61% 0.61% 1713 0 0.0% Q2 2026 Aug 13, 2026
Stonekeep Investments, LLC History No change 5,866 567 0.33% 0.33% 1714 0 0.0% Q2 2026 Jul 10, 2026
MJP ASSOCIATES INC /ADV History No change 5,865 566 0.06% 0.06% 1715 0 0.0% Q2 2026 Aug 11, 2026
Meridian Financial Advisors, LLC History No change 5,868 566 0.27% 0.27% 1716 0 0.0% Q2 2026 Jul 22, 2026
Avise Financial Cooperative, Inc. History No change 5,849 564 0.4% 0.4% 1717 0 0.0% Q2 2026 Aug 06, 2026
Peak Retirement Planning, Inc. History No change 5,848 564 0.09% 0.09% 1718 0 0.0% Q2 2026 Aug 10, 2026
MBA Advisors LLC History No change 5,811 561 0.19% 0.19% 1719 0 0.0% Q2 2026 Jul 28, 2026
APPLETON PARTNERS INC/MA History No change 5,794 560 0.03% 0.03% 1720 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 5,805 560 0.11% 0.11% 1721 0 0.0% Q2 2026 Aug 07, 2026
Trust Co of the South History No change 5,783 558 0.08% 0.08% 1722 0 0.0% Q2 2026 Jul 01, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 5,726 553 0.13% 0.13% 1723 0 0.0% Q2 2026 Jul 09, 2026
Cardinal Point Capital Management ULC History No change 5,719 552 0.03% 0.03% 1724 0 0.0% Q2 2026 Jul 14, 2026
Verum Partners LLC History No change 5,721 552 0.08% 0.08% 1725 0 0.0% Q2 2026 Jul 22, 2026
MidAtlantic Capital Management, Inc. History No change 5,719 552 0.34% 0.34% 1726 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 5,710 551 0.09% 0.09% 1727 0 0.0% Q2 2026 Jul 21, 2026
TrustBank History No change 5,715 551 0.19% 0.19% 1728 0 0.0% Q2 2026 Jul 20, 2026
Berkeley, Inc History No change 5,693 549 0.17% 0.17% 1729 0 0.0% Q2 2026 Jul 24, 2026
Fortune Financial Advisors, LLC History No change 5,664 547 0.23% 0.23% 1730 0 0.0% Q2 2026 Jul 22, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 5,655 546 0.02% 0.02% 1731 0 0.0% Q2 2026 Aug 18, 2026
Trust Co History No change 5,663 546 0.05% 0.05% 1732 0 0.0% Q2 2026 Jul 10, 2026
Frisch Financial Group, Inc. History No change 5,658 546 0.09% 0.09% 1733 0 0.0% Q2 2026 Aug 14, 2026
Northern Lights Advisors, Inc. History No change 5,659 546 0.3% 0.3% 1734 0 0.0% Q2 2026 Aug 06, 2026
Inlet Private Wealth, LLC History No change 5,634 544 0.13% 0.13% 1735 0 0.0% Q2 2026 Aug 07, 2026
Integrity Advisory Solutions, LLC History No change 5,621 542 0.06% 0.06% 1736 0 0.0% Q2 2026 Jul 31, 2026
DEARBORN PARTNERS LLC History No change 5,983 541 0.03% 0.03% 1737 0 0.0% Q2 2026 Aug 13, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,609 541 0.31% 0.31% 1738 0 0.0% Q2 2026 Aug 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 5,594 540 0.17% 0.17% 1739 0 0.0% Q2 2026 Jul 24, 2026
Sunesis Advisors, LLC History No change 5,601 540 0.22% 0.22% 1740 0 0.0% Q2 2026 Jul 10, 2026
Bellwether Advisors, LLC History No change 5,564 537 0.08% 0.08% 1741 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 5,569 537 0.07% 0.07% 1742 0 0.0% Q2 2026 Aug 11, 2026
Sage Capital Management, LLC History No change 5,560 537 0.21% 0.21% 1743 0 0.0% Q2 2026 Jul 20, 2026
Pearl Planning LLC History No change 5,569 537 0.25% 0.25% 1744 0 0.0% Q2 2026 Jul 21, 2026
Sensible Money, LLC History No change 5,532 534 0.14% 0.14% 1745 0 0.0% Q2 2026 Jul 30, 2026
OARSMAN CAPITAL, INC. History No change 5,515 532 0.06% 0.06% 1746 0 0.0% Q2 2026 Aug 07, 2026
Lantern Wealth Advisors, LLC History No change 5,497 530 0.24% 0.24% 1747 0 0.0% Q2 2026 Jul 28, 2026
DB&C Advisors, LLC History No change 5,487 529 0.57% 0.57% 1748 0 0.0% Q2 2026 Jul 31, 2026
Shade Tree Advisors LLC History No change 5,469 528 0.31% 0.31% 1749 0 0.0% Q2 2026 Aug 04, 2026
Atlatl Advisers LLC History No change 5,466 527 0.13% 0.13% 1750 0 0.0% Q2 2026 Jul 22, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 5,448 526 0.34% 0.34% 1751 0 0.0% Q2 2026 Aug 13, 2026
RDA Financial Network History No change 5,439 525 0.11% 0.11% 1752 0 0.0% Q2 2026 Jul 06, 2026
CPA Asset Management Group, LLC History No change 5,427 524 0.15% 0.15% 1753 0 0.0% Q2 2026 Jul 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 5,429 524 0.3% 0.3% 1754 0 0.0% Q2 2026 Aug 10, 2026
StrongBox Wealth, LLC History No change 5,386 520 0.15% 0.15% 1755 0 0.0% Q2 2026 Jul 23, 2026
COFG Advisors, LLC History No change 5,348 516 0.09% 0.09% 1756 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 5,315 513 0.05% 0.05% 1757 0 0.0% Q2 2026 Jul 09, 2026
Navalign, LLC History No change 5,314 513 0.12% 0.12% 1758 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History Added to 5,249 508 0.09% 0.09% 1759 +133 2.6% Q3 2026 Oct 05, 2026
TPG Financial Advisors, LLC History No change 5,236 505 0.15% 0.15% 1760 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 5,228 505 0.04% 0.04% 1761 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Reduced 5,212 504 0.03% 0.03% 1762 -83 -1.57% Q3 2026 Oct 08, 2026
MontVue Capital Management, Inc. History No change 5,226 504 0.29% 0.29% 1763 0 0.0% Q2 2026 Jul 27, 2026
ENZI WEALTH History No change 5,194 503 0.16% 0.16% 1764 0 0.0% Q2 2026 Jul 15, 2026
AlphaStar Capital Management, LLC History No change 5,208 502 0.03% 0.03% 1765 0 0.0% Q2 2026 Jul 30, 2026
S.E.E.D. Planning Group LLC History New 5,174 501 0.12% — 1768 +5,174 New Q3 2026 Oct 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 5,188 501 0.06% 0.06% 1766 0 0.0% Q2 2026 Aug 10, 2026
Kera Capital Partners, Inc. History No change 5,196 501 0.05% 0.05% 1767 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 5,177 499 0.2% 0.2% 1769 0 0.0% Q2 2026 Jul 21, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 5,159 498 0.08% 0.08% 1770 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 5,162 498 0.04% 0.04% 1771 0 0.0% Q2 2026 Aug 05, 2026
CPWA, LLC History No change 5,163 498 0.58% 0.58% 1772 0 0.0% Q2 2026 Jul 30, 2026
Capasso Planning Partners LLC History No change 5,149 497 0.25% 0.25% 1773 0 0.0% Q2 2026 Aug 18, 2026
Kathmere Capital Management, LLC History No change 5,142 496 0.03% 0.03% 1774 0 0.0% Q2 2026 Jul 29, 2026
Thrive Wealth Management, LLC History No change 5,127 495 0.06% 0.06% 1775 0 0.0% Q2 2026 Jul 07, 2026
Collaborative Capital Advisors LLC History No change 5,132 495 0.31% 0.31% 1776 0 0.0% Q2 2026 Aug 14, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 5,124 494 0.21% 0.21% 1777 0 0.0% Q2 2026 Aug 11, 2026
Fairman Group, LLC History No change 5,119 494 0.39% 0.39% 1778 0 0.0% Q2 2026 Aug 04, 2026
Hill Investment Group Partners, LLC History No change 5,085 491 0.05% 0.05% 1779 0 0.0% Q2 2026 Aug 12, 2026
Centennial Wealth Advisory LLC History No change 5,083 490 0.11% 0.11% 1780 0 0.0% Q2 2026 Jul 13, 2026
Goldstone Financial Group, LLC History No change 5,081 490 0.04% 0.04% 1781 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 5,038 486 0.01% 0.01% 1782 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 5,039 485 0.13% 0.13% 1783 0 0.0% Q2 2026 Jul 30, 2026
Alta Wealth Advisors LLC History No change 5,027 485 0.13% 0.13% 1784 0 0.0% Q2 2026 Jul 30, 2026
Baldwin Investment Management, LLC History No change 5,014 484 0.05% 0.05% 1785 0 0.0% Q2 2026 Jul 28, 2026
Thrive Capital Management, LLC History No change 5,000 482 0.09% 0.09% 1786 0 0.0% Q2 2026 Aug 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 4,987 481 0.08% 0.08% 1787 0 0.0% Q2 2026 Aug 06, 2026
GatePass Capital, LLC History No change 4,986 481 0.18% 0.18% 1788 0 0.0% Q2 2026 Jul 30, 2026
Downshift Financial, LLC History No change 4,989 481 0.22% 0.22% 1789 0 0.0% Q2 2026 Aug 12, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,972 480 0.02% 0.02% 1790 0 0.0% Q2 2026 Aug 20, 2026
Community Financial Services Group, LLC History No change 4,998 480 0.07% 0.07% 1791 0 0.0% Q2 2026 Jul 09, 2026
Shared Vision Wealth Group LLC History No change 4,975 480 0.17% 0.17% 1792 0 0.0% Q2 2026 Jul 31, 2026
Register Financial Advisors LLC History No change 4,963 479 0.15% 0.15% 1793 0 0.0% Q2 2026 Jul 15, 2026
Keenan, LLC History No change 4,957 478 0.34% 0.34% 1794 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 4,943 477 0.01% 0.01% 1795 0 0.0% Q2 2026 Jul 28, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,940 477 0.07% 0.07% 1796 0 0.0% Q2 2026 Aug 07, 2026
New World Advisors LLC History No change 4,948 477 0.08% 0.08% 1797 0 0.0% Q2 2026 Aug 12, 2026
THEORY FINANCIAL LLC History No change 4,935 476 0.15% 0.15% 1798 0 0.0% Q2 2026 Jul 31, 2026
DDFG, Inc History No change 4,935 476 0.09% 0.09% 1799 0 0.0% Q2 2026 Jul 28, 2026
August Group Capital Ltd History No change 4,920 475 0.52% 0.52% 1800 0 0.0% Q2 2026 Aug 10, 2026
FC Advisory LLC History Reduced 4,889 473 0.12% 0.13% 1802 -140 -2.78% Q3 2026 Oct 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 4,896 473 0.05% 0.05% 1801 0 0.0% Q2 2026 Jul 23, 2026
Samalin Investment Counsel, LLC History No change 4,875 470 0.15% 0.15% 1803 0 0.0% Q2 2026 Jul 27, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 4,855 468 0.05% 0.05% 1804 0 0.0% Q2 2026 Jul 15, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 4,842 467 0.06% 0.06% 1805 0 0.0% Q2 2026 Aug 11, 2026
Synergy Asset Management, LLC History No change 4,845 467 0.04% 0.04% 1806 0 0.0% Q2 2026 Jul 22, 2026
Flatrock Wealth Partners LLC History No change 4,839 467 0.18% 0.18% 1807 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Hoffman & Company, LLC. History No change 4,826 466 0.01% 0.01% 1808 0 0.0% Q2 2026 Aug 04, 2026
AUCTUS ADVISORS LLC History No change 4,833 466 0.39% 0.39% 1809 0 0.0% Q2 2026 Aug 06, 2026
Frontier Asset Management, LLC History No change 4,817 465 0.08% 0.08% 1810 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 4,799 463 0.24% 0.24% 1811 0 0.0% Q2 2026 Jul 27, 2026
Seneca Financial Advisors LLC History No change 4,787 462 0.12% 0.12% 1812 0 0.0% Q2 2026 Jul 27, 2026
Tidal Investments LLC History No change 4,775 461 0.0% 0.0% 1813 0 0.0% Q2 2026 Aug 13, 2026
Wellington Grp LLC History No change 4,760 459 0.12% 0.12% 1814 0 0.0% Q2 2026 Aug 26, 2026
SEEDS INVESTOR LLC History No change 4,750 458 0.05% 0.05% 1815 0 0.0% Q2 2026 Aug 12, 2026
Uptown Financial Advisors LLC History No change 4,722 456 0.3% 0.3% 1816 0 0.0% Q2 2026 Jul 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 4,714 455 0.1% 0.1% 1817 0 0.0% Q2 2026 Sep 02, 2026
Tolleson Wealth Management, Inc. History No change 4,720 455 0.06% 0.06% 1818 0 0.0% Q2 2026 Aug 13, 2026
Performance Wealth Partners, LLC History No change 4,696 453 0.01% 0.01% 1819 0 0.0% Q2 2026 Aug 07, 2026
Port Capital LLC History No change 4,685 452 0.02% 0.02% 1820 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 4,673 451 0.06% 0.06% 1821 0 0.0% Q2 2026 Aug 12, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 4,679 451 0.11% 0.11% 1822 0 0.0% Q2 2026 Jul 16, 2026
FIRST TRUST ADVISORS LP History No change 4,669 450 0.0% 0.0% 1823 0 0.0% Q2 2026 Aug 11, 2026
Obermeyer Wealth Partners History No change 4,659 449 0.02% 0.02% 1824 0 0.0% Q2 2026 Jul 29, 2026
XML Financial, LLC History No change 4,643 448 0.03% 0.03% 1825 0 0.0% Q2 2026 Jul 24, 2026
Concentrum Wealth Management History No change 4,636 447 0.11% 0.11% 1826 0 0.0% Q2 2026 Aug 06, 2026
Range Financial Group LLC History No change 4,625 446 0.12% 0.12% 1827 0 0.0% Q2 2026 Jul 15, 2026
Heritage Wealth Management, Inc. History No change 4,623 446 0.11% 0.11% 1828 0 0.0% Q2 2026 Jul 28, 2026
Plum Street Advisors, LLC History No change 4,608 445 0.14% 0.14% 1829 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 4,615 445 0.22% 0.22% 1830 0 0.0% Q2 2026 Jul 14, 2026
TCTC Holdings, LLC History No change 4,597 444 0.01% 0.01% 1831 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Financial Services LLC History No change 4,600 444 0.02% 0.02% 1832 0 0.0% Q2 2026 Aug 11, 2026
Xena Financial Planning, LLC History No change 4,605 444 0.43% 0.43% 1833 0 0.0% Q2 2026 Jul 21, 2026
GLOBALT Investments LLC / GA History No change 4,592 443 0.01% 0.01% 1834 0 0.0% Q2 2026 Aug 10, 2026
WULFF, HANSEN & CO. History No change 4,585 442 0.34% 0.34% 1835 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 4,577 442 0.07% 0.07% 1836 0 0.0% Q2 2026 Aug 05, 2026
Stolper Co History No change 4,580 442 0.11% 0.11% 1837 0 0.0% Q2 2026 Jul 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 4,569 441 0.13% 0.13% 1838 0 0.0% Q2 2026 Aug 12, 2026
Everstar Asset Management, LLC History No change 4,571 441 0.21% 0.21% 1839 0 0.0% Q2 2026 Aug 03, 2026
Optivise Advisory Services LLC History No change 4,553 439 0.22% 0.22% 1840 0 0.0% Q2 2026 Jul 13, 2026
VERITY Wealth Advisors History No change 4,539 438 0.26% 0.26% 1841 0 0.0% Q2 2026 Jul 16, 2026
Curat Global, LLC History No change 4,539 436 0.36% 0.36% 1842 0 0.0% Q2 2026 Jul 22, 2026
Towne Trust Company, N.A History No change 4,511 435 0.13% 0.13% 1843 0 0.0% Q2 2026 Jul 30, 2026
LITTLE HOUSE CAPITAL LLC History No change 4,489 433 0.1% 0.1% 1844 0 0.0% Q2 2026 Aug 07, 2026
Shepherd Street Advisors LLC History No change 4,446 433 0.38% 0.38% 1845 0 0.0% Q2 2026 Jul 24, 2026
GSG Advisors LLC History No change 4,478 432 0.1% 0.1% 1846 0 0.0% Q2 2026 Aug 13, 2026
Foguth Wealth Management, LLC. History No change 4,525 432 0.05% 0.05% 1847 0 0.0% Q2 2026 Jul 21, 2026
Abacus Planning Group, Inc. History No change 4,445 429 0.05% 0.05% 1848 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History No change 4,446 429 0.03% 0.03% 1849 0 0.0% Q2 2026 Aug 04, 2026
Manuka Financial, LLC History No change 4,439 428 0.22% 0.22% 1850 0 0.0% Q2 2026 Jul 31, 2026
Uniting Wealth Partners, LLC History No change 4,434 428 0.09% 0.09% 1851 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,427 427 0.15% 0.15% 1852 0 0.0% Q2 2026 Jul 07, 2026
Cardinal Strategic Wealth Guidance History No change 4,427 427 0.1% 0.1% 1853 0 0.0% Q2 2026 Jul 30, 2026
RTD Financial Advisors, Inc. History No change 4,424 427 0.05% 0.05% 1854 0 0.0% Q2 2026 Jul 13, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 4,411 426 0.17% 0.17% 1855 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 4,385 423 0.02% 0.02% 1856 0 0.0% Q2 2026 Aug 05, 2026
Birch Hill Investment Advisors LLC History No change 4,368 421 0.02% 0.02% 1857 0 0.0% Q2 2026 Jul 21, 2026
Olistico Wealth, LLC History Added to 4,342 420 0.18% 0.16% 1860 +438 11.22% Q3 2026 Oct 05, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 4,358 420 0.08% 0.08% 1858 0 0.0% Q2 2026 Jul 23, 2026
West Wealth Group, LLC History No change 4,349 420 0.07% 0.07% 1859 0 0.0% Q2 2026 Aug 06, 2026
Copia Wealth Management History No change 4,344 419 0.25% 0.25% 1861 0 0.0% Q2 2026 Aug 17, 2026
Gemmer Asset Management LLC History No change 4,338 418 0.03% 0.03% 1862 0 0.0% Q2 2026 Jul 15, 2026
AMARA FINANCIAL, LLC. History No change 4,337 418 0.25% 0.25% 1863 0 0.0% Q2 2026 Aug 07, 2026
FSA Advisors, Inc. History No change 4,333 417 0.19% 0.19% 1864 0 0.0% Q2 2026 Aug 17, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,326 417 0.13% 0.13% 1865 0 0.0% Q2 2026 Jul 16, 2026
Burton Enright Welch History No change 4,323 417 0.05% 0.05% 1866 0 0.0% Q2 2026 Jul 17, 2026
Vantus Wealth LLC History No change 4,299 415 0.22% 0.22% 1867 0 0.0% Q2 2026 Aug 07, 2026
CAPE ANN SAVINGS BANK History No change 4,289 414 0.19% 0.19% 1868 0 0.0% Q2 2026 Aug 04, 2026
SENTINEL PENSION ADVISORS, LLC History No change 4,298 413 0.05% 0.05% 1869 0 0.0% Q2 2026 Jul 23, 2026
BCGM Wealth Management, LLC History No change 4,258 411 0.09% 0.09% 1870 0 0.0% Q2 2026 Aug 04, 2026
WHITE PINE CAPITAL LLC History No change 4,250 410 0.1% 0.1% 1871 0 0.0% Q2 2026 Aug 05, 2026
Frazier Financial Advisors, LLC History No change 4,245 410 0.21% 0.21% 1872 0 0.0% Q2 2026 Aug 10, 2026
Pines Wealth Management, LLC History No change 4,246 410 0.12% 0.12% 1873 0 0.0% Q2 2026 Jul 22, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History No change 4,242 410 0.27% 0.28% 1874 0 0.0% Q3 2026 Oct 06, 2026
Hurley Capital, LLC History No change 4,243 409 0.21% 0.21% 1875 0 0.0% Q2 2026 Aug 10, 2026
Adventist Health System/ West History No change 4,237 409 0.06% 0.06% 1876 0 0.0% Q2 2026 Aug 14, 2026
Regency Capital Management Inc.\DE History No change 4,242 409 0.16% 0.16% 1877 0 0.0% Q2 2026 Aug 12, 2026
CDKV HOLDINGS LLC History No change 4,239 409 0.32% 0.32% 1878 0 0.0% Q2 2026 Jul 30, 2026
Midwest Financial Partners Investments, Inc. History No change 4,218 408 0.16% 0.17% 1879 0 0.0% Q3 2026 Oct 08, 2026
Farrow Financial, Inc. History No change 4,225 408 0.22% 0.22% 1880 0 0.0% Q2 2026 Aug 04, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 4,218 407 0.01% 0.01% 1881 0 0.0% Q2 2026 Aug 05, 2026
Cairn Investment Group, Inc. History No change 4,211 407 0.18% 0.18% 1882 0 0.0% Q2 2026 Jul 28, 2026
Kapstone Financial Advisors LLC History No change 4,191 404 0.17% 0.17% 1883 0 0.0% Q2 2026 Aug 07, 2026
Plan A Wealth LLC History No change 4,171 404 0.14% 0.17% 1884 0 0.0% Q3 2026 Oct 08, 2026
BALLAST ADVISORS LLC History No change 4,183 403 0.1% 0.1% 1885 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Financial Management LLC History No change 4,168 402 0.32% 0.32% 1886 0 0.0% Q2 2026 Aug 28, 2026
GRANDFIELD & DODD, LLC History No change 4,155 401 0.02% 0.02% 1887 0 0.0% Q2 2026 Aug 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 4,155 401 0.19% 0.19% 1888 0 0.0% Q2 2026 Jul 24, 2026
CVFG LLC History No change 4,157 401 0.04% 0.04% 1889 0 0.0% Q2 2026 Aug 11, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 4,152 401 0.34% 0.34% 1890 0 0.0% Q2 2026 Aug 03, 2026
Canandaigua National Trust Co of Florida History New 4,120 399 0.22% — 1891 +4,120 New Q3 2026 Oct 07, 2026
Weaver Consulting Group History Added to 4,118 398 0.08% 0.05% 1893 +1,340 48.24% Q3 2026 Oct 07, 2026
Turim 21 Investimentos Ltda. History No change 4,123 398 0.06% 0.06% 1892 0 0.0% Q2 2026 Aug 10, 2026
Cerro Pacific Wealth Advisors LLC History No change 4,129 398 0.09% 0.09% 1894 0 0.0% Q2 2026 Jul 15, 2026
NWF Advisory Services Inc. History No change 4,118 397 0.04% 0.04% 1895 0 0.0% Q2 2026 Jul 29, 2026
Financial Gravity Companies, Inc. History No change 4,105 396 0.06% 0.06% 1896 0 0.0% Q2 2026 Aug 05, 2026
Radnor Capital Management, LLC History No change 4,100 395 0.06% 0.06% 1897 0 0.0% Q2 2026 Jul 16, 2026
Medallion Wealth Advisors, LLC History No change 4,146 395 0.12% 0.12% 1898 0 0.0% Q2 2026 Aug 14, 2026
Capital Square, LLC History No change 4,061 394 0.17% 0.17% 1899 0 0.0% Q2 2026 Aug 12, 2026
GRANVILLE CAPITAL, INC. History No change 4,073 393 0.18% 0.18% 1900 0 0.0% Q2 2026 Aug 11, 2026
Modus Advisors, LLC History No change 4,079 393 0.1% 0.1% 1901 0 0.0% Q2 2026 Aug 03, 2026
GreatBanc Trust CO History No change 4,063 392 0.24% 0.24% 1902 0 0.0% Q2 2026 Jul 29, 2026
PENNINGTON PARTNERS & CO., LLC History No change 4,064 392 0.13% 0.13% 1903 0 0.0% Q2 2026 Aug 14, 2026
IF Advisors, LLC History No change 4,065 392 0.26% 0.26% 1904 0 0.0% Q2 2026 Aug 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 4,052 391 0.03% 0.03% 1905 0 0.0% Q2 2026 Jul 16, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 4,051 391 0.14% 0.14% 1906 0 0.0% Q2 2026 Jul 30, 2026
ESL Trust Services, LLC History No change 4,048 390 0.07% 0.07% 1907 0 0.0% Q2 2026 Aug 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 4,044 390 0.1% 0.1% 1908 0 0.0% Q2 2026 Jul 13, 2026
Holcombe Financial, Inc. History No change 4,033 389 0.22% 0.22% 1909 0 0.0% Q2 2026 Jul 13, 2026
Secure Asset Management, LLC History No change 4,018 388 0.05% 0.05% 1910 0 0.0% Q2 2026 Jul 15, 2026
One Day In July LLC History No change 3,976 384 0.03% 0.03% 1911 0 0.0% Q2 2026 Aug 03, 2026
QTR Family Wealth, LLC History No change 3,972 383 0.13% 0.13% 1912 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 3,958 382 0.02% 0.02% 1913 0 0.0% Q2 2026 Aug 06, 2026
Cove Private Wealth, LLC History No change 3,952 381 0.07% 0.07% 1914 0 0.0% Q2 2026 Jul 31, 2026
WPG Advisers, LLC History No change 3,952 381 0.22% 0.22% 1915 0 0.0% Q2 2026 Aug 05, 2026
Twelve Points Wealth Management LLC History No change 3,945 380 0.08% 0.08% 1916 0 0.0% Q2 2026 Aug 07, 2026
Geometric Wealth Advisors History No change 3,937 380 0.04% 0.04% 1917 0 0.0% Q2 2026 Aug 11, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,936 380 0.2% 0.2% 1918 0 0.0% Q2 2026 Jul 24, 2026
Landmark Wealth Management, LLC History No change 3,929 379 0.09% 0.09% 1919 0 0.0% Q2 2026 Aug 10, 2026
Barnes Wealth Management Group, Inc History No change 3,930 379 0.18% 0.18% 1920 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Group LLC History No change 3,916 378 0.04% 0.04% 1921 0 0.0% Q2 2026 Aug 05, 2026
Commonwealth Retirement Investments LLC History No change 3,916 378 0.1% 0.1% 1922 0 0.0% Q2 2026 Aug 03, 2026
Summit Global Investments History No change 3,908 377 0.02% 0.02% 1923 0 0.0% Q2 2026 Aug 03, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 3,900 376 0.03% 0.03% 1924 0 0.0% Q2 2026 Aug 11, 2026
Northwest Wealth Advisors, LLC History No change 3,888 375 0.22% 0.22% 1925 0 0.0% Q2 2026 Jul 23, 2026
Financial Plan, Inc. History No change 3,872 373 0.04% 0.04% 1926 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 3,857 372 0.03% 0.03% 1927 0 0.0% Q2 2026 Jul 15, 2026
J HAGAN CAPITAL, INC. History No change 3,844 371 0.17% 0.17% 1928 0 0.0% Q2 2026 Aug 14, 2026
Mission Financial Group, LLC History No change 3,836 370 0.31% 0.31% 1929 0 0.0% Q2 2026 Aug 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 3,828 369 0.1% 0.1% 1930 0 0.0% Q2 2026 Aug 12, 2026
Warner Group LLC History No change 3,824 369 0.09% 0.09% 1931 0 0.0% Q2 2026 Jul 27, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,816 368 0.08% 0.08% 1932 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 3,814 368 0.05% 0.05% 1933 0 0.0% Q2 2026 Aug 14, 2026
Seascape Capital Management History No change 3,803 367 0.09% 0.09% 1934 0 0.0% Q2 2026 Jul 21, 2026
Serenus Wealth Advisors, LLC History No change 3,801 367 0.06% 0.06% 1935 0 0.0% Q2 2026 Aug 05, 2026
Thomasville National Bank History No change 3,785 365 0.02% 0.02% 1936 0 0.0% Q2 2026 Jul 20, 2026
Tepp RIA, LLC History No change 3,781 365 0.25% 0.25% 1937 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,777 364 0.02% 0.02% 1938 0 0.0% Q2 2026 Aug 07, 2026
Steigerwald, Gordon & Koch Inc. History No change 3,773 364 0.04% 0.04% 1939 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,772 364 0.23% 0.23% 1940 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 3,765 363 0.2% 0.2% 1941 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL BANK & TRUST CO History No change 3,749 362 0.05% 0.05% 1942 0 0.0% Q2 2026 Jul 17, 2026
HBW ADVISORY SERVICES LLC History No change 3,756 362 0.03% 0.03% 1943 0 0.0% Q2 2026 Jul 16, 2026
Brookwood Investment Group LLC History No change 3,758 362 0.04% 0.04% 1944 0 0.0% Q2 2026 Jul 23, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 3,743 361 0.18% 0.18% 1945 0 0.0% Q2 2026 Aug 12, 2026
Urban Wealth Management, LLC History No change 3,730 360 0.31% 0.31% 1946 0 0.0% Q2 2026 Jul 23, 2026
Roberts Wealth Advisors, LLC History No change 3,731 360 0.08% 0.08% 1947 0 0.0% Q2 2026 Jul 29, 2026
Uncommon Cents Investing LLC History No change 3,722 359 0.08% 0.08% 1948 0 0.0% Q2 2026 Jul 20, 2026
Payne Capital Management, LLC History No change 3,712 358 0.1% 0.1% 1949 0 0.0% Q2 2026 Aug 14, 2026
Jeter Robert S II History No change 3,689 358 0.34% 0.34% 1950 0 0.0% Q2 2026 Jul 13, 2026
Drake & Associates, LLC History No change 3,706 357 0.06% 0.06% 1951 0 0.0% Q2 2026 Aug 10, 2026
Longview Financial Advisors LLC History No change 3,701 357 0.18% 0.18% 1952 0 0.0% Q2 2026 Jul 14, 2026
Calydon Capital History No change 3,692 356 0.05% 0.05% 1953 0 0.0% Q2 2026 Aug 14, 2026
Hemenway Trust Co LLC History No change 3,684 355 0.02% 0.02% 1954 0 0.0% Q2 2026 Aug 10, 2026
Financial Council, LLC History No change 3,683 355 0.12% 0.12% 1955 0 0.0% Q2 2026 Aug 04, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,667 354 0.05% 0.05% 1956 0 0.0% Q2 2026 Aug 12, 2026
Sage Investment Advisers LLC History No change 3,667 354 0.24% 0.24% 1957 0 0.0% Q2 2026 Jul 09, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 3,661 353 0.11% 0.11% 1958 0 0.0% Q2 2026 Jul 17, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 3,649 352 0.09% 0.09% 1959 0 0.0% Q2 2026 Jul 24, 2026
Eaton Financial Holdings Company, LLC History No change 3,653 352 0.1% 0.1% 1960 0 0.0% Q2 2026 Aug 04, 2026
Bienville Capital Management, LLC History No change 3,641 351 0.05% 0.05% 1961 0 0.0% Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 3,638 351 0.23% 0.23% 1962 0 0.0% Q2 2026 Aug 05, 2026
Delta Wealth Advisors LLC History No change 3,628 350 0.25% 0.25% 1963 0 0.0% Q2 2026 Jul 14, 2026
M.E. ALLISON & CO., INC. History No change 3,608 348 0.2% 0.2% 1964 0 0.0% Q2 2026 Jul 07, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 3,611 348 0.07% 0.07% 1965 0 0.0% Q2 2026 Aug 13, 2026
Marshall Financial Group, LLC History No change 3,608 348 0.05% 0.05% 1966 0 0.0% Q2 2026 Jul 17, 2026
Prospect Financial Services LLC History No change 3,612 348 0.18% 0.18% 1967 0 0.0% Q2 2026 Aug 06, 2026
Key Client Fiduciary Advisors, LLC History No change 3,592 346 0.1% 0.1% 1968 0 0.0% Q2 2026 Jul 09, 2026
EnRich Financial Partners LLC History No change 3,583 346 0.08% 0.08% 1969 0 0.0% Q2 2026 Jul 27, 2026
S&T BANK/PA History No change 3,581 345 0.1% 0.1% 1970 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 3,568 344 0.01% 0.01% 1971 0 0.0% Q2 2026 Aug 07, 2026
Financial Planning Hawaii, Inc. History No change 3,555 343 0.18% 0.18% 1972 0 0.0% Q2 2026 Jul 23, 2026
Kastel Capital Advisors, LLC History No change 3,783 342 0.22% 0.22% 1973 0 0.0% Q2 2026 Jul 09, 2026
ADVISORTRUST PARTNERS, LLC History No change 3,546 342 0.12% 0.12% 1974 0 0.0% Q2 2026 Aug 10, 2026
Avail Investment Partners, LLC History No change 3,547 342 0.26% 0.26% 1975 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 3,540 341 0.02% 0.02% 1976 0 0.0% Q2 2026 Jul 21, 2026
Headland Capital, LLC History No change 3,538 341 0.08% 0.08% 1977 0 0.0% Q2 2026 Jul 29, 2026
Farmers & Merchants Trust Co of Long Beach History No change 3,528 340 0.07% 0.07% 1978 0 0.0% Q2 2026 Aug 05, 2026
Fonville Wealth Management LLC History No change 3,522 340 0.06% 0.06% 1979 0 0.0% Q2 2026 Jul 28, 2026
Kraft, Davis & Associates, LLC History No change 3,535 339 0.07% 0.07% 1980 0 0.0% Q2 2026 Jul 09, 2026
CAMDEN NATIONAL BANK History No change 3,496 337 0.04% 0.04% 1981 0 0.0% Q2 2026 Jul 31, 2026
Carmel Capital Partners, LLC History No change 3,485 336 0.11% 0.11% 1982 0 0.0% Q2 2026 Jul 29, 2026
SFG Wealth Management, LLC. History No change 3,469 335 0.12% 0.12% 1983 0 0.0% Q2 2026 Jul 22, 2026
Bravias Capital Group, LLC History No change 3,476 335 0.2% 0.2% 1984 0 0.0% Q2 2026 Jul 30, 2026
Arlington Financial Advisors, LLC History No change 3,463 334 0.04% 0.04% 1985 0 0.0% Q2 2026 Jul 22, 2026
Warren Street Wealth Advisors, LLC History No change 3,444 332 0.07% 0.07% 1986 0 0.0% Q2 2026 Jul 22, 2026
Cornell Pochily Investment Advisors, Inc. History No change 3,443 332 0.09% 0.09% 1987 0 0.0% Q2 2026 Jul 15, 2026
VISIONARY HORIZONS, LLC History No change 3,438 332 0.14% 0.14% 1988 0 0.0% Q2 2026 Jul 16, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 3,428 331 0.05% 0.05% 1989 0 0.0% Q2 2026 Jul 15, 2026
HORAN Wealth, LLC History No change 3,430 331 0.04% 0.04% 1990 0 0.0% Q2 2026 Aug 26, 2026
GREENWOOD GEARHART LLC History No change 3,417 330 0.02% 0.02% 1991 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Management, Inc./Texas History No change 3,426 330 0.13% 0.13% 1992 0 0.0% Q2 2026 Aug 10, 2026
GERBER, LLC History No change 3,426 330 0.16% 0.16% 1993 0 0.0% Q2 2026 Jul 29, 2026
CULBERTSON A N & CO INC History No change 3,411 329 0.04% 0.04% 1994 0 0.0% Q2 2026 Jul 29, 2026
SmartHarvest Portfolios, LLC History No change 3,401 328 0.11% 0.11% 1995 0 0.0% Q2 2026 Aug 04, 2026
Gradient Investments LLC History New 3,381 327 0.0% — 1996 +3,381 New Q3 2026 Oct 08, 2026
Collier Financial History No change 3,376 326 0.22% 0.22% 1997 0 0.0% Q2 2026 Jul 30, 2026
Nicholas Wealth, LLC. History No change 3,380 326 0.18% 0.18% 1998 0 0.0% Q2 2026 Jul 24, 2026
GUERRA PAN ADVISORS, LLC History No change 3,368 325 0.18% 0.18% 1999 0 0.0% Q2 2026 Aug 12, 2026
MKT Advisors LLC History No change 3,345 324 0.1% 0.1% 2000 0 0.0% Q2 2026 Jul 09, 2026