iShares, Inc. - IEMG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 222,148,087 18,402,747 1.19% 1.19% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 128,282,433 10,626,916 0.56% 0.56% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 91,123,857 7,548,700 1.22% 1.22% 3 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 78,943,848 6,539,708 3.82% 3.82% 4 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 69,048,781 5,719,938 1.35% 1.35% 5 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 48,071,491 3,982,242 0.89% 0.89% 6 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 46,796,427 3,824,204 0.21% 0.21% 7 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 44,414,287 3,679,279 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 40,620,373 3,364,991 6.47% 6.47% 9 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 37,283,050 3,088,527 0.39% 0.39% 10 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 29,088,603 2,409,769 2.63% 2.63% 11 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 26,247,498 2,174,342 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 21,551,842 1,752,799 0.7% 0.7% 13 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 20,648,030 1,710,482 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 20,134,881 1,667,973 0.89% 0.89% 15 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 20,009,721 1,657,605 0.45% 0.45% 16 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 19,916,029 1,649,843 0.27% 0.27% 17 0 0.0% Q2 2026 Aug 06, 2026
WIT, LLC History No change 16,950,847 1,404,208 22.43% 22.43% 18 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 16,975,851 1,387,266 9.27% 9.27% 19 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 15,880,065 1,315,504 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,809,719 1,309,677 0.65% 0.65% 21 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 14,904,934 1,234,724 1.48% 1.48% 22 0 0.0% Q2 2026 Jul 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 12,884,739 1,067,371 0.14% 0.14% 23 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,508,671 1,036,218 3.57% 3.57% 24 0 0.0% Q2 2026 Aug 10, 2026
State of New Jersey Common Pension Fund D History No change 12,458,692 1,032,078 3.52% 3.52% 25 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 10,117,805 838,158 0.28% 0.28% 26 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 9,558,345 791,813 2.32% 2.32% 27 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 9,531,385 789,579 1.36% 1.36% 28 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 9,506,342 787,504 1.2% 1.2% 29 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 9,230,057 764,619 0.67% 0.67% 30 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 9,119,613 755,469 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 8,850,651 732,485 0.77% 0.77% 32 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 7,697,046 638,301 0.13% 0.13% 33 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 7,584,431 628,294 1.89% 1.89% 34 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 7,574,258 627,451 0.57% 0.57% 35 0 0.0% Q2 2026 Aug 12, 2026
Jordan Park Group LLC History No change 7,184,138 595,134 30.18% 30.18% 36 0 0.0% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History No change 7,068,028 585,515 1.5% 1.5% 37 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 7,028,267 582,221 0.7% 0.7% 38 0 0.0% Q2 2026 Aug 14, 2026
Japan Science & Technology Agency History No change 6,270,920 519,483 9.82% 9.82% 39 0 0.0% Q2 2026 Jul 30, 2026
Invesco Ltd. History No change 6,178,957 511,864 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 6,127,487 507,601 0.82% 0.82% 41 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 5,986,527 495,923 1.01% 1.01% 42 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,109,869 495,913 0.16% 0.16% 43 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,808,597 481,184 3.56% 3.56% 44 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 5,738,838 475,406 0.4% 0.4% 45 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 5,673,188 469,966 2.28% 2.28% 46 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 5,623,216 465,827 0.15% 0.15% 47 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 5,399,957 447,332 0.76% 0.76% 48 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,682,168 387,870 0.07% 0.07% 49 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,508,835 373,511 1.23% 1.23% 50 0 0.0% Q2 2026 Jul 28, 2026
Ballentine Partners, LLC History No change 4,374,374 362,373 4.43% 4.43% 51 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 4,218,980 349,500 2.18% 2.18% 52 0 0.0% Q2 2026 Jul 20, 2026
NORTHERN TRUST CORP History No change 4,188,443 346,970 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History No change 4,165,043 345,032 1.65% 1.65% 54 0 0.0% Q2 2026 Jul 29, 2026
STATE STREET CORP History No change 4,142,683 343,179 0.01% 0.01% 55 0 0.0% Q2 2026 Sep 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,131,673 342,267 1.64% 1.64% 56 0 0.0% Q2 2026 Sep 23, 2026
Pathstone Holdings, LLC History No change 4,092,944 339,058 0.99% 0.99% 57 0 0.0% Q2 2026 Aug 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,017,667 332,823 2.49% 2.49% 58 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 3,868,987 320,506 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 3,641,116 301,789 0.35% 0.35% 60 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,591,983 297,559 0.29% 0.29% 61 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 3,296,356 273,069 0.28% 0.28% 62 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 3,176,408 263,133 1.01% 1.01% 63 0 0.0% Q2 2026 Aug 11, 2026
Dynasty Wealth Management, LLC History No change 3,168,542 262,482 1.95% 1.95% 64 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 3,029,806 250,989 4.41% 4.41% 65 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 3,018,810 250,078 2.16% 2.16% 66 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,012,189 250,033 1.38% 1.38% 67 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 3,171,483 248,929 5.25% 5.18% 68 +103,653 3.38% Q3 2026 Oct 08, 2026
Matson Money. Inc. History No change 2,992,980 247,938 6.91% 6.91% 69 0 0.0% Q2 2026 Jul 17, 2026
Municipal Employees' Retirement System of Michigan History No change 2,975,052 246,453 2.72% 2.72% 70 0 0.0% Q2 2026 Aug 10, 2026
Nationwide Fund Advisors History No change 2,496,864 241,147 9.96% 9.96% 71 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,829,956 234,433 4.11% 4.11% 72 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 2,811,969 232,943 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 2,692,408 223,039 0.43% 0.43% 74 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,618,730 216,935 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 2,536,553 210,128 0.31% 0.31% 76 0 0.0% Q2 2026 Jul 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,523,223 209,023 4.52% 4.52% 77 0 0.0% Q2 2026 Jul 17, 2026
Stairway Partners, LLC History Added to 2,557,560 207,571 9.81% 9.69% 78 +75,621 3.05% Q3 2026 Oct 01, 2026
MAI Capital Management History No change 2,449,784 202,940 0.76% 0.76% 79 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 2,384,168 197,504 0.3% 0.3% 80 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 2,363,740 195,812 0.13% 0.13% 81 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 2,340,498 193,886 0.27% 0.27% 82 0 0.0% Q2 2026 Aug 12, 2026
Investure, LLC History No change 2,296,326 190,227 11.89% 11.89% 83 0 0.0% Q2 2026 Aug 11, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,293,762 190,015 4.35% 4.35% 84 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,291,073 189,792 0.24% 0.24% 85 0 0.0% Q2 2026 Jul 29, 2026
Hirtle & Co., LLC History No change 2,249,929 186,384 6.13% 6.13% 86 0 0.0% Q2 2026 Aug 14, 2026
Hackensack Meridian Health, Inc. History No change 2,246,000 186,058 12.56% 12.56% 87 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,236,895 185,304 0.23% 0.23% 88 0 0.0% Q2 2026 Aug 19, 2026
Cresset Asset Management, LLC History No change 2,217,658 183,710 0.66% 0.66% 89 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 2,214,337 183,435 0.25% 0.25% 90 0 0.0% Q2 2026 Aug 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,212,917 183,318 7.93% 7.93% 91 0 0.0% Q2 2026 Jul 21, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 2,129,728 176,426 6.22% 6.22% 92 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 2,123,972 175,949 6.25% 6.25% 93 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 2,115,509 175,327 0.72% 0.72% 94 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 2,069,819 171,463 1.8% 1.8% 95 0 0.0% Q2 2026 Jul 21, 2026
Connecticut Wealth Management, LLC History No change 2,049,493 169,780 6.28% 6.28% 96 0 0.0% Q2 2026 Jul 29, 2026
Southern Farm Bureau Life Insurance History No change 2,037,659 169,140 16.18% 16.18% 97 0 0.0% Q2 2026 Jul 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,028,593 168,048 2.45% 2.45% 98 0 0.0% Q2 2026 Jul 14, 2026
Nuveen, LLC History No change 1,990,213 164,869 0.04% 0.04% 99 0 0.0% Q2 2026 Aug 11, 2026
Vestcor Inc History No change 1,893,604 156,866 3.88% 3.88% 100 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 1,860,708 154,141 3.64% 3.64% 101 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 1,800,638 149,164 5.77% 5.77% 102 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 1,795,090 148,705 4.43% 4.43% 103 0 0.0% Q2 2026 Oct 07, 2026
Wealthspire Advisors, LLC History No change 1,791,433 148,402 0.82% 0.82% 104 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 1,762,151 145,976 0.43% 0.43% 105 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 1,738,020 143,977 0.22% 0.22% 106 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners OCIO LLC History No change 1,717,584 142,284 7.2% 7.2% 107 0 0.0% Q2 2026 Aug 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 1,714,848 142,058 8.01% 8.01% 108 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 1,741,293 141,323 1.0% 1.02% 109 +161,394 10.22% Q3 2026 Oct 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,667,104 138,102 1.66% 1.66% 110 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 1,648,912 136,595 0.63% 0.63% 111 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 1,636,220 135,544 0.83% 0.83% 112 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 1,572,794 130,290 1.31% 1.31% 113 0 0.0% Q2 2026 Aug 11, 2026
New York University History No change 1,539,708 127,549 100.0% 100.0% 114 0 0.0% Q2 2026 Jul 17, 2026
Members Trust Co History No change 1,528,569 126,626 3.94% 3.94% 115 0 0.0% Q2 2026 Jul 31, 2026
LINCOLN NATIONAL CORP History No change 1,521,016 126,000 3.22% 3.22% 116 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 1,507,188 124,855 3.07% 3.07% 117 0 0.0% Q2 2026 Jul 29, 2026
Meeder Advisory Services, Inc. History No change 1,477,273 122,377 4.48% 4.48% 118 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,502,015 121,574 0.2% 0.2% 119 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 1,447,137 119,880 0.37% 0.37% 120 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 1,418,894 117,541 1.5% 1.5% 121 0 0.0% Q2 2026 Aug 05, 2026
UNC Management Company, Inc. History No change 1,388,959 115,061 5.56% 5.56% 122 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 1,364,036 112,996 2.64% 2.64% 123 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History Reduced 1,391,623 112,943 2.82% 3.02% 124 -1,783 -0.13% Q3 2026 Oct 07, 2026
DV EQUITIES, LLC History No change 1,347,857 111,656 16.0% 16.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 1,337,777 110,821 1.18% 1.18% 126 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History No change 1,586,168 110,686 1.59% 1.59% 127 0 0.0% Q2 2026 Jul 31, 2026
Bridgewater Associates, LP History No change 1,328,276 110,034 0.45% 0.45% 128 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,324,309 109,880 1.31% 1.31% 129 0 0.0% Q2 2026 Aug 06, 2026
Passaic Partners LLC History No change 1,323,586 109,645 8.08% 8.08% 130 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 1,383,266 108,572 7.74% 7.74% 131 0 0.0% Q2 2026 Jul 15, 2026
Alaska Permanent Capital Management, LLC History No change 1,258,604 104,473 6.83% 6.83% 132 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,260,159 104,391 1.07% 1.07% 133 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 1,277,733 104,358 0.31% 0.31% 134 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 1,256,713 104,106 0.53% 0.53% 135 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 1,254,834 103,950 0.24% 0.24% 136 0 0.0% Q2 2026 Aug 14, 2026
Nearwater Capital Markets, Ltd History No change 1,250,200 103,566 1.79% 1.79% 137 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 1,236,436 102,426 3.55% 3.55% 138 0 0.0% Q2 2026 Jul 29, 2026
Vontobel Holding Ltd. History No change 1,225,746 101,540 0.32% 0.32% 139 0 0.0% Q2 2026 Aug 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,220,703 101,123 0.44% 0.44% 140 0 0.0% Q2 2026 Aug 12, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,217,127 100,826 4.74% 4.74% 141 0 0.0% Q2 2026 Jul 24, 2026
JABODON PT CO History No change 1,213,770 100,549 9.87% 9.87% 142 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 1,201,534 99,535 0.46% 0.46% 143 0 0.0% Q2 2026 Aug 03, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,200,953 99,486 1.83% 1.83% 144 0 0.0% Q2 2026 Aug 04, 2026
CHOREO, LLC History No change 1,195,834 99,061 1.09% 1.09% 145 0 0.0% Q2 2026 Aug 04, 2026
CKW FINANCIAL GROUP History No change 1,228,524 99,056 9.73% 9.73% 146 0 0.0% Q2 2026 Jul 24, 2026
RiverFront Investment Group, LLC History No change 1,193,345 98,856 1.31% 1.31% 147 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 1,180,751 97,813 3.5% 3.5% 148 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,177,714 97,562 0.23% 0.23% 149 0 0.0% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History No change 1,209,608 97,530 0.15% 0.15% 150 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 1,159,805 96,078 3.3% 3.3% 151 0 0.0% Q2 2026 Aug 14, 2026
Wharton Business Group, LLC History No change 1,155,957 95,759 3.2% 3.2% 152 0 0.0% Q2 2026 Aug 10, 2026
Horizon Investments, LLC History No change 1,152,417 95,466 1.05% 1.05% 153 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,154,121 94,637 0.93% 0.93% 154 0 0.0% Q2 2026 Jul 27, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 1,139,900 94,429 3.03% 3.03% 155 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,170,597 93,401 1.75% 1.75% 156 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 1,107,623 91,755 0.55% 0.55% 157 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 1,096,059 90,797 1.32% 1.32% 158 0 0.0% Q2 2026 Aug 11, 2026
Fusion Family Wealth, LLC History No change 1,094,150 90,639 6.02% 6.02% 159 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 1,092,956 90,540 0.91% 0.91% 160 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 1,089,966 90,292 0.59% 0.59% 161 0 0.0% Q2 2026 Sep 08, 2026
Corient Private Wealth LP History No change 1,072,301 88,829 0.12% 0.12% 162 0 0.0% Q2 2026 Aug 27, 2026
ASPIRIANT, LLC History No change 1,068,386 88,505 2.18% 2.18% 163 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,051,271 87,087 0.4% 0.4% 164 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,039,693 86,128 0.27% 0.27% 165 0 0.0% Q2 2026 Aug 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 1,029,458 85,280 3.95% 3.95% 166 0 0.0% Q2 2026 Aug 04, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 1,020,000 84,496 3.34% 3.34% 167 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 1,004,623 83,222 1.2% 1.2% 168 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 997,515 82,634 1.9% 1.9% 169 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 997,377 82,622 0.83% 0.83% 170 0 0.0% Q2 2026 Jul 28, 2026
CONNABLE OFFICE INC History No change 995,436 82,461 7.26% 7.26% 171 0 0.0% Q2 2026 Aug 03, 2026
First Command Advisory Services, Inc. History No change 992,649 82,231 0.49% 0.49% 172 0 0.0% Q2 2026 Aug 10, 2026
Myriad Asset Management Advisors LLC History No change 991,726 82,155 19.39% 19.39% 173 0 0.0% Q2 2026 Jul 20, 2026
Wedmont Private Capital History Added to 1,011,495 81,425 1.95% 2.0% 174 +113,514 12.64% Q3 2026 Oct 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,077,184 79,435 0.06% 0.06% 175 0 0.0% Q2 2026 Sep 09, 2026
Beacon Pointe Advisors, LLC History No change 955,564 79,158 0.37% 0.37% 176 0 0.0% Q2 2026 Aug 18, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 951,425 78,816 0.04% 0.04% 177 0 0.0% Q2 2026 Aug 07, 2026
Texas Capital Bank Wealth Management Services Inc History No change 919,838 76,199 4.08% 4.08% 178 0 0.0% Q2 2026 Aug 07, 2026
Heck Capital Advisors, LLC History No change 910,801 75,450 4.51% 4.51% 179 0 0.0% Q2 2026 Jul 10, 2026
Quent Capital, LLC History No change 908,595 75,267 4.62% 4.62% 180 0 0.0% Q2 2026 Aug 07, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 907,508 75,177 1.12% 1.12% 181 0 0.0% Q2 2026 Aug 11, 2026
GREENLEAF TRUST History No change 898,286 74,414 0.72% 0.72% 182 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 888,139 73,573 0.69% 0.69% 183 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 882,776 73,129 0.71% 0.71% 184 0 0.0% Q2 2026 Aug 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 887,182 72,003 0.86% 0.72% 185 +177,592 25.03% Q3 2026 Oct 05, 2026
COMMERCE BANK History No change 866,446 71,776 0.32% 0.32% 186 0 0.0% Q2 2026 Aug 12, 2026
University of Pittsburgh - Of the Commonwealth System of Higher Education History No change 858,312 71,102 99.7% 99.7% 187 0 0.0% Q2 2026 Aug 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 850,353 70,443 1.02% 1.02% 188 0 0.0% Q2 2026 Aug 14, 2026
FIRST FOUNDATION ADVISORS History No change 844,318 69,943 2.51% 2.51% 189 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 836,045 69,243 0.59% 0.59% 190 0 0.0% Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History No change 844,805 69,037 0.07% 0.07% 191 0 0.0% Q2 2026 Jul 30, 2026
AQR CAPITAL MANAGEMENT LLC History No change 833,185 69,021 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 14, 2026
Parkside Investments, LLC History No change 816,192 67,613 7.49% 7.49% 193 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 814,390 67,464 2.22% 2.22% 194 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Asset Management, LLC History No change 811,467 67,331 6.49% 6.49% 195 0 0.0% Q2 2026 Aug 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 796,743 66,002 3.9% 3.9% 196 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 787,589 65,243 0.5% 0.5% 197 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 780,613 64,666 5.58% 5.58% 198 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 763,016 63,205 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 10, 2026
Elo Mutual Pension Insurance Co History No change 760,800 63,024 0.81% 0.81% 200 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 745,800 61,782 0.77% 0.77% 201 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 734,844 60,874 6.75% 6.75% 202 0 0.0% Q2 2026 Jul 23, 2026
Aaron Wealth Advisors LLC History No change 733,400 60,754 3.09% 3.09% 203 0 0.0% Q2 2026 Jul 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 730,079 60,320 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 713,422 59,099 1.09% 1.09% 205 0 0.0% Q2 2026 Aug 06, 2026
Chan Zuckerberg Initiative, LLC History No change 706,019 58,486 100.0% 100.0% 206 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 704,188 58,334 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 695,313 57,599 0.49% 0.49% 208 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 686,408 56,862 0.68% 0.68% 209 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Topco LLC History No change 685,262 56,767 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 681,163 56,427 0.34% 0.34% 211 0 0.0% Q2 2026 Aug 17, 2026
Arax Advisory Partners History No change 677,057 56,087 0.37% 0.37% 212 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 675,714 55,976 0.18% 0.18% 213 0 0.0% Q2 2026 Jul 28, 2026
MBL Wealth, LLC History No change 668,096 55,345 3.78% 3.78% 214 0 0.0% Q2 2026 Jul 15, 2026
Schneider Downs Wealth Management Advisors, LP History No change 652,670 54,067 5.08% 5.08% 215 0 0.0% Q2 2026 Aug 05, 2026
SYON CAPITAL LLC History No change 648,044 53,683 2.34% 2.34% 216 0 0.0% Q2 2026 Aug 14, 2026
MPS Loria Financial Planners, LLC History No change 632,371 52,385 12.04% 12.04% 217 0 0.0% Q2 2026 Jul 30, 2026
FIRST CITIZENS BANK & TRUST CO History No change 622,153 51,539 0.77% 0.77% 218 0 0.0% Q2 2026 Jul 13, 2026
Financial Synergies Wealth Advisors, Inc. History No change 621,616 51,494 4.36% 4.36% 219 0 0.0% Q2 2026 Jul 17, 2026
Strategic Investment Advisors / MI History No change 614,356 50,893 3.08% 3.08% 220 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 607,891 50,357 3.56% 3.56% 221 0 0.0% Q2 2026 Jul 09, 2026
Sompo Asset Management Co., Ltd. History No change 607,548 50,329 8.26% 8.26% 222 0 0.0% Q2 2026 Jul 14, 2026
SCS Capital Management LLC History No change 607,246 50,304 0.48% 0.48% 223 0 0.0% Q2 2026 Aug 06, 2026
GenTrust, LLC History No change 606,526 50,244 1.93% 1.93% 224 0 0.0% Q2 2026 Aug 06, 2026
FORM Wealth Advisors, LLC History No change 603,991 50,034 5.5% 5.5% 225 0 0.0% Q2 2026 Jul 10, 2026
Pure Financial Advisors, LLC History No change 602,817 49,937 0.64% 0.64% 226 0 0.0% Q2 2026 Aug 14, 2026
Santa Clara Valley Transportation Authority History No change 601,823 49,855 38.61% 38.61% 227 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 598,801 49,604 0.66% 0.66% 228 0 0.0% Q2 2026 Jul 23, 2026
Wescott Financial Advisory Group, LLC History No change 597,473 49,494 3.83% 3.83% 229 0 0.0% Q2 2026 Aug 04, 2026
CHAI TRUST CO LLC History No change 597,322 49,482 3.4% 3.4% 230 0 0.0% Q2 2026 Aug 14, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 590,622 48,927 5.14% 5.14% 231 0 0.0% Q2 2026 Aug 10, 2026
BANK OF NOVA SCOTIA History No change 587,400 48,660 0.07% 0.07% 232 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 595,263 48,311 1.63% 1.64% 233 +62,305 11.69% Q3 2026 Oct 08, 2026
PRINCIPAL SECURITIES, INC. History No change 582,315 48,238 0.58% 0.58% 234 0 0.0% Q2 2026 Aug 04, 2026
WealthPlan Investment Management, LLC History No change 576,229 47,734 2.37% 2.37% 235 0 0.0% Q2 2026 Jul 28, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 575,932 47,710 4.52% 4.52% 236 0 0.0% Q2 2026 Aug 12, 2026
Archford Capital Strategies, LLC History No change 575,012 47,633 4.82% 4.82% 237 0 0.0% Q2 2026 Jul 17, 2026
UMB Bank, n.a. History No change 573,155 47,480 0.6% 0.6% 238 0 0.0% Q2 2026 Aug 13, 2026
iA Global Asset Management Inc. History No change 572,516 47,427 0.56% 0.56% 239 0 0.0% Q2 2026 Jul 29, 2026
Main Management ETF Advisors, LLC History No change 564,085 46,729 1.41% 1.41% 240 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 918,763 46,430 3.06% 3.06% 241 0 0.0% Q2 2026 Jul 20, 2026
Angeles Investment Advisors, LLC History No change 557,155 46,154 2.77% 2.77% 242 0 0.0% Q2 2026 Jul 22, 2026
Ironwood Wealth Management, LLC. History No change 557,128 46,152 10.23% 10.23% 243 0 0.0% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History No change 546,575 45,278 0.51% 0.51% 244 0 0.0% Q2 2026 Aug 10, 2026
BLB&B Advisors, LLC History No change 546,559 45,276 1.66% 1.66% 245 0 0.0% Q2 2026 Aug 05, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 541,778 44,880 3.65% 3.65% 246 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 532,907 44,146 0.68% 0.68% 247 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Added to 543,606 44,119 3.18% 3.07% 248 +23,931 4.6% Q3 2026 Oct 01, 2026
Alaska Wealth Advisors, LLC History No change 531,657 44,042 4.77% 4.77% 249 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 522,313 43,272 0.12% 0.12% 250 0 0.0% Q2 2026 Aug 07, 2026
Daiwa Securities Group Inc. History No change 522,300 43,267 0.08% 0.08% 251 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 520,057 43,081 2.14% 2.14% 252 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 519,774 43,058 2.59% 2.59% 253 0 0.0% Q2 2026 Aug 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 504,998 41,834 0.55% 0.55% 254 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 503,352 41,697 0.19% 0.19% 255 0 0.0% Q2 2026 Jul 27, 2026
Klingman & Associates, LLC History No change 501,018 41,504 1.77% 1.77% 256 0 0.0% Q2 2026 Jul 29, 2026
Fifth Third Wealth Advisors LLC History No change 500,264 41,441 1.16% 1.16% 257 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 498,867 41,326 0.63% 0.63% 258 0 0.0% Q2 2026 Aug 06, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 486,766 40,323 0.28% 0.28% 259 0 0.0% Q2 2026 Jul 22, 2026
Brand Asset Management Group, Inc. History No change 485,371 40,208 8.89% 8.89% 260 0 0.0% Q2 2026 Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 483,761 40,074 0.62% 0.62% 261 0 0.0% Q2 2026 Aug 03, 2026
LOWE BROCKENBROUGH & CO INC History No change 462,841 38,338 1.71% 1.71% 262 0 0.0% Q2 2026 Aug 03, 2026
Leverty Financial Group, LLC History Added to 471,894 38,298 6.98% 7.05% 263 +34,406 7.86% Q3 2026 Oct 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 457,278 37,881 0.44% 0.44% 264 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 455,410 37,726 3.1% 3.1% 265 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 450,516 37,320 0.63% 0.63% 266 0 0.0% Q2 2026 Jul 28, 2026
NorthCoast Asset Management LLC History No change 448,951 37,191 0.82% 0.82% 267 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 448,500 37,153 0.99% 0.99% 268 0 0.0% Q2 2026 Jul 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 442,712 36,674 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 442,044 36,618 0.17% 0.17% 270 0 0.0% Q2 2026 Aug 13, 2026
Turim 21 Investimentos Ltda. History No change 438,836 36,353 5.93% 5.93% 271 0 0.0% Q2 2026 Aug 10, 2026
Pathway Financial Advisors LLC History Reduced 447,097 36,286 4.01% 5.0% 272 -89,713 -16.71% Q3 2026 Oct 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 437,350 36,230 2.47% 2.47% 273 0 0.0% Q2 2026 Aug 07, 2026
LMCG INVESTMENTS, LLC History No change 437,298 36,225 1.94% 1.94% 274 0 0.0% Q2 2026 Jul 22, 2026
Rockbridge Investment Management, LCC History No change 433,410 35,903 2.92% 2.92% 275 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 433,258 35,891 0.69% 0.69% 276 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 432,479 35,826 0.55% 0.55% 277 0 0.0% Q2 2026 Aug 05, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 431,464 35,742 0.02% 0.02% 278 0 0.0% Q2 2026 Jul 30, 2026
OneDigital Investment Advisors LLC History No change 423,638 35,094 0.3% 0.3% 279 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 416,200 34,477 0.38% 0.38% 280 0 0.0% Q2 2026 Aug 12, 2026
Inherent Management Corp. History No change 415,605 34,428 13.36% 13.36% 281 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 415,162 34,392 1.39% 1.39% 282 0 0.0% Q2 2026 Jul 28, 2026
Affinity Capital Advisors, LLC History No change 417,047 34,197 4.22% 4.22% 283 0 0.0% Q2 2026 Jul 08, 2026
PRUDENTIAL FINANCIAL INC History No change 409,664 33,936 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 12, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 409,300 33,906 0.15% 0.15% 285 0 0.0% Q2 2026 Aug 13, 2026
Global Strategic Investment Solutions, LLC History No change 405,628 33,602 2.98% 2.98% 286 0 0.0% Q2 2026 Aug 07, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 404,155 33,480 4.25% 4.25% 287 0 0.0% Q2 2026 Aug 25, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 401,096 33,226 2.58% 2.58% 288 0 0.0% Q2 2026 Jul 16, 2026
FIRST AMERICAN TRUST, FSB History No change 394,574 32,686 1.97% 1.97% 289 0 0.0% Q2 2026 Aug 10, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 393,757 32,618 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 390,938 32,385 0.23% 0.23% 291 0 0.0% Q2 2026 Aug 10, 2026
Disciplina Capital Management LLC History No change 388,037 32,144 3.32% 3.32% 292 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 387,908 32,134 0.22% 0.22% 293 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 385,186 31,908 0.46% 0.46% 294 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 385,069 31,899 0.35% 0.35% 295 0 0.0% Q2 2026 Jul 28, 2026
Crescent Grove Advisors, LLC History No change 382,246 31,665 2.64% 2.64% 296 0 0.0% Q2 2026 Aug 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 378,265 31,335 0.31% 0.31% 297 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 377,183 31,245 0.86% 0.86% 298 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 376,641 31,201 0.12% 0.12% 299 0 0.0% Q2 2026 Aug 11, 2026
Grove Bank & Trust History Reduced 383,999 31,165 3.1% 3.22% 300 -8,049 -2.05% Q3 2026 Oct 08, 2026
DT Investment Partners, LLC History No change 374,174 30,996 2.31% 2.31% 301 0 0.0% Q2 2026 Jul 27, 2026
Elgethun Capital Management History No change 368,546 30,530 4.25% 4.25% 302 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 367,358 30,431 0.34% 0.34% 303 0 0.0% Q2 2026 Aug 12, 2026
University of Maryland Foundation, Inc. History No change 365,458 30,275 53.99% 53.99% 304 0 0.0% Q2 2026 Aug 12, 2026
RKL Wealth Management LLC History No change 364,138 30,165 2.4% 2.4% 305 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 362,890 30,062 0.05% 0.05% 306 0 0.0% Q2 2026 Aug 14, 2026
Constellation Investments, Inc. History No change 362,416 30,022 0.94% 0.94% 307 0 0.0% Q2 2026 Jul 17, 2026
Maple Capital Management, Inc. History No change 360,175 29,836 1.77% 1.77% 308 0 0.0% Q2 2026 Aug 13, 2026
Auto-Owners Insurance Co History No change 360,000 29,822 0.67% 0.67% 309 0 0.0% Q2 2026 Jul 15, 2026
MGO ONE SEVEN LLC History No change 358,717 29,716 0.49% 0.49% 310 0 0.0% Q2 2026 Jul 31, 2026
Arkos Global Advisors History No change 357,114 29,583 3.5% 3.5% 311 0 0.0% Q2 2026 Aug 14, 2026
Ayalon Insurance Comp Ltd. History Reduced 361,861 29,369 2.44% 4.56% 312 -86,744 -19.34% Q3 2026 Oct 08, 2026
GLENMEDE TRUST CO NA History No change 352,647 29,213 0.13% 0.13% 313 0 0.0% Q2 2026 Aug 10, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 352,445 29,196 10.05% 10.05% 314 0 0.0% Q2 2026 Jul 20, 2026
INSPIRE TRUST CO, N.A. History No change 350,000 28,994 3.99% 3.99% 315 0 0.0% Q2 2026 Aug 05, 2026
Towercrest Capital Management History No change 345,719 28,632 3.99% 3.99% 316 0 0.0% Q2 2026 Aug 03, 2026
NOTTINGHAM ADVISORS, INC. History No change 367,659 28,608 3.42% 3.42% 317 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 342,946 28,409 0.16% 0.16% 318 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 340,858 28,236 5.6% 5.6% 319 0 0.0% Q2 2026 Jul 10, 2026
Acropolis Investment Management, LLC History Added to 347,556 28,207 1.13% 0.51% 320 +192,574 124.26% Q3 2026 Oct 08, 2026
CITIZENS & NORTHERN CORP History No change 340,138 28,177 6.44% 6.44% 321 0 0.0% Q2 2026 Jul 17, 2026
Banco Santander, S.A. History No change 336,746 27,896 0.17% 0.17% 322 0 0.0% Q2 2026 Jul 29, 2026
Financial Management Professionals, Inc. History No change 335,568 27,793 2.64% 2.64% 323 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 334,388 27,700 0.51% 0.51% 324 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 333,962 27,665 0.44% 0.44% 325 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 331,336 27,450 1.1% 1.1% 326 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 330,176 27,351 0.07% 0.07% 327 0 0.0% Q2 2026 Aug 11, 2026
Rock Creek Group LLC History No change 329,203 27,271 2.74% 2.74% 328 0 0.0% Q2 2026 Aug 03, 2026
TSFG, LLC History No change 328,065 27,177 3.42% 3.42% 329 0 0.0% Q2 2026 Jul 23, 2026
Savvy Advisors, Inc. History No change 327,116 27,098 0.58% 0.58% 330 0 0.0% Q2 2026 Aug 03, 2026
BECKER CAPITAL MANAGEMENT INC History No change 326,523 27,049 0.73% 0.73% 331 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 368,489 27,002 0.45% 0.45% 332 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 324,235 26,860 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 07, 2026
49 WEALTH MANAGEMENT, LLC History No change 323,600 26,807 5.11% 5.11% 334 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 323,600 26,807 5.11% 5.11% 335 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 321,821 26,659 0.14% 0.14% 336 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL TRUST CO LBA History No change 320,894 26,583 2.35% 2.35% 337 0 0.0% Q2 2026 Jul 13, 2026
SWF LLC History No change 319,456 26,463 1.77% 1.77% 338 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 318,814 26,410 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 317,119 26,270 1.08% 1.08% 340 0 0.0% Q2 2026 Aug 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 316,825 26,245 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 12, 2026
KWB Wealth History No change 315,752 26,156 2.24% 2.24% 342 0 0.0% Q2 2026 Jul 10, 2026
Resonant Capital Advisors, LLC History No change 315,709 26,153 1.25% 1.25% 343 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 313,045 25,932 0.54% 0.54% 344 0 0.0% Q2 2026 Jul 29, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 310,449 25,717 2.55% 2.55% 345 0 0.0% Q2 2026 Jul 29, 2026
Orgel Wealth Management, LLC History No change 309,975 25,678 0.49% 0.49% 346 0 0.0% Q2 2026 Jul 13, 2026
JFS WEALTH ADVISORS, LLC History No change 308,991 25,596 1.28% 1.28% 347 0 0.0% Q2 2026 Jul 10, 2026
Cabot-Wellington, LLC History No change 308,899 25,589 6.74% 6.74% 348 0 0.0% Q2 2026 Jul 15, 2026
WASHINGTON TRUST Co History No change 308,573 25,562 0.79% 0.79% 349 0 0.0% Q2 2026 Aug 03, 2026
1832 Asset Management L.P. History No change 306,058 25,353 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 13, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 320,008 24,835 4.84% 4.84% 351 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 298,098 24,694 0.29% 0.29% 352 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 297,950 24,682 1.22% 1.22% 353 0 0.0% Q2 2026 Jul 20, 2026
BANK OF HAWAII History No change 296,169 24,534 1.21% 1.21% 354 0 0.0% Q2 2026 Aug 13, 2026
Tortoise Investment Management, LLC History No change 295,482 24,477 1.82% 1.82% 355 0 0.0% Q2 2026 Aug 07, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 294,983 24,436 0.3% 0.3% 356 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 292,408 24,223 3.22% 3.22% 357 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 291,686 24,163 0.3% 0.3% 358 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 288,757 23,920 0.27% 0.27% 359 0 0.0% Q2 2026 Aug 04, 2026
SteelPeak Wealth, LLC History No change 287,273 23,797 0.62% 0.62% 360 0 0.0% Q2 2026 Jul 13, 2026
Trustees of Dartmouth College History No change 285,466 23,648 7.07% 7.07% 361 0 0.0% Q2 2026 Aug 13, 2026
Atlanta Consulting Group Advisors, LLC History No change 285,160 23,622 3.74% 3.74% 362 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 284,296 23,554 1.08% 1.08% 363 0 0.0% Q2 2026 Aug 20, 2026
St. Clair Advisors, LLC History No change 279,824 23,180 5.96% 5.96% 364 0 0.0% Q2 2026 Jul 06, 2026
Iowa State Bank History Added to 285,500 23,171 3.92% 3.9% 365 +3,622 1.28% Q3 2026 Oct 06, 2026
Pacific Life Fund Advisors LLC History No change 278,205 23,046 2.53% 2.53% 366 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Partners, LLC History No change 276,484 22,903 2.77% 2.77% 367 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 276,297 22,888 0.75% 0.75% 368 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 276,283 22,886 0.34% 0.34% 369 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 274,625 22,749 0.23% 0.23% 370 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 274,534 22,742 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 13, 2026
EWA, LLC History No change 273,254 22,636 4.13% 4.13% 372 0 0.0% Q2 2026 Jul 14, 2026
Prosperity Consulting Group, LLC History No change 272,779 22,597 0.85% 0.85% 373 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 267,753 22,180 0.27% 0.27% 374 0 0.0% Q2 2026 Jul 22, 2026
HCR Wealth Advisors History No change 267,622 22,169 1.98% 1.98% 375 0 0.0% Q2 2026 Jul 13, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 265,723 22,012 9.2% 9.2% 376 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 265,013 21,954 1.35% 1.35% 377 0 0.0% Q2 2026 Jul 21, 2026
CONDOR CAPITAL MANAGEMENT History No change 264,764 21,933 1.64% 1.64% 378 0 0.0% Q2 2026 Aug 12, 2026
CI INVESTMENTS INC. History No change 262,456 21,741 0.07% 0.07% 379 0 0.0% Q2 2026 Aug 13, 2026
Marion Wealth Management History No change 261,219 21,639 4.4% 4.4% 380 0 0.0% Q2 2026 Jul 16, 2026
INTEGRITY ALLIANCE, LLC. History No change 260,011 21,539 0.67% 0.67% 381 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 258,623 21,424 0.39% 0.39% 382 0 0.0% Q2 2026 Jul 20, 2026
Veery Capital, LLC History Added to 262,212 21,281 5.67% 5.72% 383 +5,055 1.97% Q3 2026 Oct 07, 2026
Mesirow Financial Investment Management, Inc. History No change 255,867 21,195 0.33% 0.33% 384 0 0.0% Q2 2026 Jul 22, 2026
ASSOCIATED BANC-CORP History No change 255,612 21,174 0.5% 0.5% 385 0 0.0% Q2 2026 Jul 31, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 254,035 21,044 0.66% 0.66% 386 0 0.0% Q2 2026 Aug 04, 2026
Portland Global Advisors LLC History No change 253,287 20,982 1.99% 1.99% 387 0 0.0% Q2 2026 Aug 13, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 251,520 20,835 9.36% 9.36% 388 0 0.0% Q2 2026 Jul 09, 2026
Columbia Bank History No change 251,305 20,818 4.67% 4.67% 389 0 0.0% Q2 2026 Jul 24, 2026
Blueprint Investment Partners LLC History No change 250,963 20,789 1.73% 1.73% 390 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 249,798 20,693 2.96% 2.96% 391 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 259,277 20,667 1.13% 1.13% 392 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 253,672 20,589 0.54% 0.59% 393 -22,773 -8.24% Q3 2026 Oct 05, 2026
Sharkey, Howes & Javer History No change 248,455 20,581 2.48% 2.48% 394 0 0.0% Q2 2026 Jul 09, 2026
EQ LLC History No change 246,894 20,452 5.02% 5.02% 395 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 244,727 20,273 0.68% 0.68% 396 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 247,274 20,068 1.15% 1.23% 397 -15,027 -5.73% Q3 2026 Oct 09, 2026
SageView Advisory Group, LLC History No change 241,387 19,996 0.66% 0.66% 398 0 0.0% Q2 2026 Aug 10, 2026
SVB WEALTH LLC History No change 240,834 19,950 1.26% 1.26% 399 0 0.0% Q2 2026 Jul 17, 2026
Capital Advisors Wealth Management, LLC History Added to 244,636 19,854 2.24% 2.15% 400 +24,084 10.92% Q3 2026 Oct 09, 2026
Spire Wealth Management History No change 238,127 19,726 0.6% 0.6% 401 0 0.0% Q2 2026 Jul 15, 2026
Marks Group Wealth Management, Inc History No change 237,380 19,664 1.71% 1.71% 402 0 0.0% Q2 2026 Jul 27, 2026
Bellwether Advisors, LLC History No change 235,732 19,528 2.89% 2.89% 403 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 235,252 19,488 1.69% 1.69% 404 0 0.0% Q2 2026 Aug 04, 2026
McGlone Suttner Wealth Management, Inc. History No change 233,827 19,370 2.27% 2.27% 405 0 0.0% Q2 2026 Jul 21, 2026
FIRST HAWAIIAN BANK History No change 233,226 19,320 2.45% 2.45% 406 0 0.0% Q2 2026 Jul 13, 2026
Madrona Financial Services, LLC History No change 233,140 19,313 3.56% 3.56% 407 0 0.0% Q2 2026 Jul 17, 2026
Callan Family Office, LLC History No change 232,992 19,301 0.38% 0.38% 408 0 0.0% Q2 2026 Aug 11, 2026
SWMG, LLC History No change 241,823 19,278 4.54% 4.54% 409 0 0.0% Q2 2026 Jul 15, 2026
Glenview Trust Co History No change 231,163 19,149 0.26% 0.26% 410 0 0.0% Q2 2026 Aug 18, 2026
Ascent Wealth Partners, LLC History No change 230,767 19,116 1.91% 1.91% 411 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Group History No change 227,985 18,886 1.12% 1.12% 412 0 0.0% Q2 2026 Jul 29, 2026
Shakespeare Wealth Management, LLC History No change 227,592 18,853 4.99% 4.99% 413 0 0.0% Q2 2026 Jul 20, 2026
Nan Shan Life Insurance Co., Ltd. History No change 225,837 18,708 0.59% 0.59% 414 0 0.0% Q2 2026 Aug 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 225,212 18,656 1.88% 1.88% 415 0 0.0% Q2 2026 Sep 02, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 266,950 18,622 2.33% 2.33% 416 0 0.0% Q2 2026 Aug 05, 2026
River Wealth Advisors LLC History No change 224,173 18,570 1.94% 1.94% 417 0 0.0% Q2 2026 Aug 04, 2026
Shah Wealth Advisors, LLC History No change 223,937 18,550 4.28% 4.28% 418 0 0.0% Q2 2026 Aug 07, 2026
BSW Wealth Partners History No change 223,409 18,507 2.06% 2.06% 419 0 0.0% Q2 2026 Jul 15, 2026
Opus Capital Group, LLC History No change 222,377 18,422 1.78% 1.78% 420 0 0.0% Q2 2026 Jul 31, 2026
Compagnie Lombard Odier SCmA History No change 222,242 18,410 0.2% 0.2% 421 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 221,635 18,360 0.08% 0.08% 422 0 0.0% Q2 2026 Aug 11, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 220,683 18,281 0.96% 0.96% 423 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 220,518 18,267 0.29% 0.29% 424 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 219,761 18,205 0.91% 0.91% 425 0 0.0% Q2 2026 Jul 23, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 217,119 17,986 1.85% 1.85% 426 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 217,113 17,985 2.27% 2.27% 427 0 0.0% Q2 2026 Jul 31, 2026
GUIDANCE CAPITAL, INC History No change 228,858 17,876 3.82% 3.82% 428 0 0.0% Q2 2026 Jul 20, 2026
PAX Financial Group, LLC History No change 213,523 17,688 2.63% 2.63% 429 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 211,737 17,540 0.08% 0.08% 430 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 207,460 17,185 1.44% 1.44% 431 0 0.0% Q2 2026 Aug 11, 2026
Elevated Financial Group LLC History No change 205,913 17,057 4.67% 4.67% 432 0 0.0% Q2 2026 Jul 22, 2026
VAUGHAN & Co SECURITIES, INC. History No change 205,883 17,055 7.95% 7.95% 433 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 220,458 17,052 0.28% 0.28% 434 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 220,458 17,052 0.28% 0.28% 435 0 0.0% Q2 2026 Jul 29, 2026
Twele Capital Management, Inc. History No change 205,491 17,022 2.78% 2.78% 436 0 0.0% Q2 2026 Jul 14, 2026
PDS Planning, Inc History No change 204,734 16,960 0.98% 0.98% 437 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 204,394 16,932 0.35% 0.35% 438 0 0.0% Q2 2026 Aug 06, 2026
Hi-Line Capital Management, LLC History No change 203,656 16,870 4.75% 4.75% 439 0 0.0% Q2 2026 Jul 24, 2026
AXIOM INVESTORS LLC /DE History No change 203,500 16,857 0.15% 0.15% 440 0 0.0% Q2 2026 Aug 12, 2026
Rakuten Investment Management, Inc. History No change 205,478 16,791 0.05% 0.05% 441 0 0.0% Q2 2026 Aug 17, 2026
Regent Peak Wealth Advisors LLC History No change 201,722 16,710 3.09% 3.09% 442 0 0.0% Q2 2026 Jul 10, 2026
MV CAPITAL MANAGEMENT, INC. History No change 201,090 16,658 1.48% 1.48% 443 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 200,441 16,604 1.61% 1.61% 444 0 0.0% Q2 2026 Jul 22, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 204,452 16,593 4.82% 4.92% 445 -142 -0.07% Q3 2026 Oct 05, 2026
Rothschild Wealth LLC History No change 199,822 16,553 1.32% 1.32% 446 0 0.0% Q2 2026 Aug 11, 2026
KFA Private Wealth Group, LLC History Added to 202,787 16,458 3.87% 3.9% 447 +7,301 3.73% Q3 2026 Oct 07, 2026
Hamilton Capital, LLC History Added to 202,142 16,405 0.92% 0.78% 448 +12,105 6.37% Q3 2026 Oct 08, 2026
Avidian Wealth Enterprises, LLC History Reduced 198,784 16,133 0.45% 0.48% 449 -8,607 -4.15% Q3 2026 Oct 08, 2026
Ancora Advisors LLC History No change 193,875 16,060 0.31% 0.31% 450 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 193,000 15,988 0.26% 0.26% 451 0 0.0% Q2 2026 Aug 11, 2026
Astoria Portfolio Advisors LLC. History No change 192,821 15,973 2.69% 2.69% 452 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 189,825 15,725 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 189,538 15,701 0.53% 0.53% 454 0 0.0% Q2 2026 Jul 30, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 189,162 15,670 0.8% 0.8% 455 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Services History No change 188,291 15,598 4.02% 4.02% 456 0 0.0% Q2 2026 Aug 05, 2026
Hobbs Group Advisors, LLC History No change 187,713 15,550 4.09% 4.09% 457 0 0.0% Q2 2026 Aug 13, 2026
Smith & Howard Wealth Management, LLC History No change 185,618 15,376 3.06% 3.06% 458 0 0.0% Q2 2026 Aug 03, 2026
Scarborough Advisors, LLC History No change 186,037 15,361 1.76% 1.76% 459 0 0.0% Q2 2026 Jul 21, 2026
FDx Advisors, Inc. History No change 185,287 15,349 4.63% 4.63% 460 0 0.0% Q2 2026 Aug 04, 2026
Aspect Partners, LLC History No change 185,185 15,340 5.72% 5.72% 461 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisory, LLC History No change 185,172 15,339 0.54% 0.54% 462 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 185,137 15,336 0.8% 0.8% 463 0 0.0% Q2 2026 Aug 14, 2026
Ackerman Capital Advisors, LLC History No change 184,437 15,278 3.08% 3.08% 464 0 0.0% Q2 2026 Jul 30, 2026
Astoria Strategic Wealth, Inc. History No change 184,406 15,276 3.49% 3.49% 465 0 0.0% Q2 2026 Jul 16, 2026
Black Diamond Financial, LLC History No change 184,395 15,275 1.35% 1.35% 466 0 0.0% Q2 2026 Aug 04, 2026
NEPC LLC History No change 183,589 15,208 0.28% 0.28% 467 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 182,138 15,088 0.78% 0.78% 468 0 0.0% Q2 2026 Jul 28, 2026
Richard P Slaughter Associates Inc History No change 181,838 15,063 2.95% 2.95% 469 0 0.0% Q2 2026 Jul 13, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 181,298 15,018 7.4% 7.4% 470 0 0.0% Q2 2026 Jul 21, 2026
Emerald Advisors, LLC History No change 180,564 14,957 1.88% 1.88% 471 0 0.0% Q2 2026 Jul 20, 2026
KICKSTAND VENTURES, LLC. History No change 180,376 14,942 2.72% 2.72% 472 0 0.0% Q2 2026 Jul 30, 2026
Alliance Wealth Management Group History No change 178,341 14,767 2.87% 2.87% 473 0 0.0% Q2 2026 Aug 04, 2026
Probity Advisors, Inc. History No change 177,878 14,735 2.11% 2.11% 474 0 0.0% Q2 2026 Jul 31, 2026
Marble Wealth, LLC History No change 177,840 14,732 2.26% 2.26% 475 0 0.0% Q2 2026 Aug 07, 2026
AVALON CAPITAL MANAGEMENT History No change 176,895 14,653 3.46% 3.46% 476 0 0.0% Q2 2026 Jul 16, 2026
Horizon Advisory Services, Inc. History No change 176,137 14,591 6.14% 6.14% 477 0 0.0% Q2 2026 Aug 03, 2026
Elyxium Wealth, LLC History No change 175,271 14,519 1.52% 1.52% 478 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 173,541 14,376 1.31% 1.31% 479 0 0.0% Q2 2026 Jul 22, 2026
Marks Wealth, LLC History No change 172,980 14,329 3.1% 3.1% 480 0 0.0% Q2 2026 Jul 29, 2026
WLTH Capital Management, LLC History No change 171,520 14,208 9.11% 9.11% 481 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIARY TRUST CO History No change 171,159 14,178 0.15% 0.15% 482 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 170,783 14,147 2.89% 2.89% 483 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 170,072 14,088 3.6% 3.6% 484 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 169,939 14,077 0.84% 0.84% 485 0 0.0% Q2 2026 Aug 04, 2026
Checchi Capital Advisers, LLC History No change 169,474 14,039 0.63% 0.63% 486 0 0.0% Q2 2026 Aug 04, 2026
Lansing Street Advisors History No change 168,647 13,970 2.96% 2.96% 487 0 0.0% Q2 2026 Jul 24, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 167,430 13,869 6.79% 6.79% 488 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Investment Advisors, LLC History No change 167,158 13,847 2.6% 2.6% 489 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 166,440 13,787 0.18% 0.18% 490 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 165,592 13,717 0.67% 0.67% 491 0 0.0% Q2 2026 Aug 14, 2026
Myriad Asset Management US LP History No change 165,452 13,706 18.93% 18.93% 492 0 0.0% Q2 2026 Jul 20, 2026
Apella Capital, LLC History Added to 166,732 13,678 0.17% 0.16% 493 +20,979 14.39% Q3 2026 Oct 08, 2026
Tarbox Family Office, Inc. History No change 164,779 13,650 1.96% 1.96% 494 0 0.0% Q2 2026 Aug 03, 2026
Next Capital Management LLC History No change 163,430 13,538 3.65% 3.65% 495 0 0.0% Q2 2026 Aug 03, 2026
Storen Legacy Partners, LLC History No change 163,083 13,509 3.68% 3.68% 496 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 162,292 13,444 0.16% 0.16% 497 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 161,696 13,394 0.12% 0.12% 498 0 0.0% Q2 2026 Jul 27, 2026
PKO Investment Management Joint-Stock Co History No change 161,635 13,389 0.97% 0.97% 499 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 160,084 13,261 0.77% 0.77% 500 0 0.0% Q2 2026 Jul 15, 2026
VICUS CAPITAL History No change 159,995 13,253 0.86% 0.86% 501 0 0.0% Q2 2026 Aug 05, 2026
West Family Investments, Inc. History No change 159,437 13,207 3.83% 3.83% 502 0 0.0% Q2 2026 Aug 10, 2026
May Hill Capital, LLC History No change 159,321 13,198 2.76% 2.76% 503 0 0.0% Q2 2026 Aug 07, 2026
SAGE FINANCIAL GROUP INC History No change 159,308 13,197 0.73% 0.73% 504 0 0.0% Q2 2026 Jul 21, 2026
HB Wealth Management, LLC History No change 159,193 13,187 0.07% 0.07% 505 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisors Network, Inc. History No change 158,841 13,158 1.61% 1.61% 506 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 158,270 13,111 0.88% 0.88% 507 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 159,239 13,013 0.42% 0.42% 508 0 0.0% Q2 2026 Aug 12, 2026
Convergence Financial, LLC History No change 157,040 13,009 1.03% 1.03% 509 0 0.0% Q2 2026 Aug 05, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 155,768 12,903 0.79% 0.79% 510 0 0.0% Q2 2026 Aug 12, 2026
Kilter Group LLC History No change 155,280 12,863 4.66% 4.66% 511 0 0.0% Q2 2026 Aug 11, 2026
Wakefield Asset Management LLLP History No change 155,032 12,842 2.89% 2.89% 512 0 0.0% Q2 2026 Aug 11, 2026
Lineweaver Wealth Advisors, LLC History No change 154,417 12,791 1.51% 1.51% 513 0 0.0% Q2 2026 Jul 09, 2026
Single Point Partners, LLC History No change 153,639 12,727 2.24% 2.24% 514 0 0.0% Q2 2026 Jul 16, 2026
eCIO, Inc. History No change 153,634 12,727 3.58% 3.58% 515 0 0.0% Q2 2026 Jul 27, 2026
Nipun Capital, L.P. History New 156,300 12,685 5.77% — 516 +156,300 New Q3 2026 Oct 08, 2026
Atlantic Union Bankshares Corp History No change 153,062 12,679 0.21% 0.21% 517 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History No change 152,957 12,670 2.46% 2.46% 518 0 0.0% Q2 2026 Jul 20, 2026
Wealthquest Corp History No change 152,310 12,617 0.8% 0.8% 519 0 0.0% Q2 2026 Jul 23, 2026
Frontier Asset Management, LLC History No change 151,258 12,530 2.24% 2.24% 520 0 0.0% Q2 2026 Aug 06, 2026
Galvin, Gaustad & Stein, LLC History Added to 153,348 12,445 0.94% 0.73% 521 +33,770 28.24% Q3 2026 Oct 08, 2026
Invst, LLC History No change 149,866 12,414 1.21% 1.21% 522 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 149,413 12,377 1.26% 1.26% 523 0 0.0% Q2 2026 Jul 28, 2026
Shelter Ins Retirement Plan History No change 148,902 12,335 12.25% 12.25% 524 0 0.0% Q2 2026 Aug 11, 2026
Omega Financial Group, LLC History No change 148,609 12,310 3.75% 3.75% 525 0 0.0% Q2 2026 Jul 21, 2026
Avantax Planning Partners, Inc. History No change 148,599 12,309 0.31% 0.31% 526 0 0.0% Q2 2026 Jul 28, 2026
RWA WEALTH PARTNERS, LLC History No change 148,244 12,280 0.12% 0.12% 527 0 0.0% Q2 2026 Aug 07, 2026
KM Capital Management Ltd. History No change 147,999 12,260 5.76% 5.76% 528 0 0.0% Q2 2026 Aug 14, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 146,804 12,161 3.27% 3.27% 529 0 0.0% Q2 2026 Aug 17, 2026
Beirne Wealth Consulting Services, LLC History No change 146,106 12,105 2.41% 2.41% 530 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 146,009 12,095 0.18% 0.18% 531 0 0.0% Q2 2026 Aug 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 148,300 12,036 0.78% 0.8% 532 +4,968 3.47% Q3 2026 Oct 08, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 145,291 12,035 1.59% 1.59% 533 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 144,877 12,001 0.02% 0.02% 534 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 151,615 11,964 2.19% 2.19% 535 0 0.0% Q2 2026 Aug 04, 2026
Oak Root LLC History No change 147,059 11,935 1.32% 1.34% 536 0 0.0% Q3 2026 Oct 09, 2026
Adaptive Financial Consulting, LLC History No change 143,883 11,919 4.17% 4.17% 537 0 0.0% Q2 2026 Aug 07, 2026
GoalVest Advisory LLC History Added to 146,029 11,851 2.05% 2.03% 538 +13,872 10.5% Q3 2026 Oct 02, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 142,684 11,819 1.35% 1.35% 539 0 0.0% Q2 2026 Aug 10, 2026
Blueprint Financial Advisors LLC History No change 142,429 11,798 1.31% 1.31% 540 0 0.0% Q2 2026 Aug 14, 2026
Bryant Woods Investment Advisors, LLC History No change 141,488 11,720 3.26% 3.26% 541 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 141,441 11,716 0.22% 0.22% 542 0 0.0% Q2 2026 Jul 15, 2026
Fairway Wealth LLC History No change 141,333 11,708 2.68% 2.68% 543 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 141,499 11,678 2.83% 2.83% 544 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 140,955 11,676 1.01% 1.01% 545 0 0.0% Q2 2026 Jul 20, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 140,597 11,647 1.38% 1.38% 546 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 140,419 11,632 0.64% 0.64% 547 0 0.0% Q2 2026 Aug 11, 2026
North Berkeley Wealth Management, LLC History No change 140,401 11,630 4.7% 4.7% 548 0 0.0% Q2 2026 Jul 28, 2026
Blue Edge Capital, LLC History No change 139,794 11,580 1.39% 1.39% 549 0 0.0% Q2 2026 Aug 14, 2026
FSA Investment Group, LLC History Added to 142,344 11,552 3.68% 3.51% 550 +11,765 9.01% Q3 2026 Oct 07, 2026
Argent Trust Co History No change 138,952 11,510 0.33% 0.33% 551 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 138,703 11,490 0.11% 0.11% 552 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 138,156 11,444 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 12, 2026
CONNING INC. History No change 137,998 11,431 0.34% 0.34% 554 0 0.0% Q2 2026 Jul 30, 2026
WBH ADVISORY INC History No change 137,989 11,430 0.77% 0.77% 555 0 0.0% Q2 2026 Aug 05, 2026
CABOT WEALTH MANAGEMENT INC History No change 137,664 11,404 1.16% 1.16% 556 0 0.0% Q2 2026 Jul 31, 2026
RPTC Inc. History No change 137,518 11,391 1.92% 1.92% 557 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 137,183 11,364 0.37% 0.37% 558 0 0.0% Q2 2026 Jul 17, 2026
ALLIANZ SE History No change 137,050 11,353 0.12% 0.12% 559 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 136,453 11,303 0.21% 0.21% 560 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 136,249 11,286 0.86% 0.86% 561 0 0.0% Q2 2026 Jul 16, 2026
Roth Financial Partners LLC History Reduced 139,000 11,285 3.37% 3.43% 562 -413 -0.3% Q3 2026 Oct 06, 2026
Liquid Strategies, LLC History No change 135,760 11,246 1.54% 1.54% 563 0 0.0% Q2 2026 Jul 28, 2026
TABR Capital Management, LLC History No change 135,655 11,237 9.57% 9.57% 564 0 0.0% Q2 2026 Jul 24, 2026
ROGCO, LP History No change 135,204 11,200 3.43% 3.43% 565 0 0.0% Q2 2026 Jul 30, 2026
Kelly Financial Services LLC History No change 135,016 11,184 2.39% 2.39% 566 0 0.0% Q2 2026 Jul 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 134,601 11,150 3.17% 3.17% 567 0 0.0% Q2 2026 Jul 24, 2026
GREAT LAKES ADVISORS, LLC History No change 134,202 11,117 0.08% 0.08% 568 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 133,132 11,028 0.73% 0.73% 569 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 132,373 10,965 1.61% 1.61% 570 0 0.0% Q2 2026 Aug 06, 2026
Central Pacific Bank - Trust Division History Reduced 133,745 10,854 1.14% 1.31% 571 -21,705 -13.96% Q3 2026 Oct 05, 2026
One Capital Management, LLC History No change 155,412 10,840 0.3% 0.3% 572 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 130,266 10,791 1.16% 1.16% 573 0 0.0% Q2 2026 Aug 13, 2026
Geneva Partners, LLC History No change 130,128 10,779 2.87% 2.87% 574 0 0.0% Q2 2026 Aug 10, 2026
Florida Trust Wealth Management Co History No change 129,789 10,751 0.27% 0.27% 575 0 0.0% Q2 2026 Jul 27, 2026
Americana Partners, LLC History No change 129,616 10,737 0.24% 0.24% 576 0 0.0% Q2 2026 Aug 05, 2026
BIRCHBROOK, INC. History No change 129,406 10,719 5.03% 5.03% 577 0 0.0% Q2 2026 Jul 08, 2026
Missouri Trust & Investment Co History No change 137,767 10,692 2.91% 2.91% 578 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 128,547 10,648 2.59% 2.59% 579 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 128,176 10,618 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 11, 2026
Martel Wealth Advisors LLC History No change 127,681 10,577 1.66% 1.66% 581 0 0.0% Q2 2026 Jul 13, 2026
DE BURLO GROUP INC History No change 127,150 10,533 1.93% 1.93% 582 0 0.0% Q2 2026 Aug 13, 2026
VPR Management LLC History No change 126,800 10,504 4.22% 4.22% 583 0 0.0% Q2 2026 Aug 14, 2026
Acumen Wealth Advisors, LLC History No change 126,120 10,447 2.21% 2.21% 584 0 0.0% Q2 2026 Aug 03, 2026
Allegiance Financial Group Advisory Services LLC History No change 125,731 10,415 1.8% 1.8% 585 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 124,962 10,351 1.01% 1.01% 586 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 124,392 10,304 0.16% 0.16% 587 0 0.0% Q2 2026 Jul 15, 2026
Ascent Group, LLC History No change 124,084 10,279 0.31% 0.31% 588 0 0.0% Q2 2026 Aug 03, 2026
Ausdal Financial Partners, Inc. History No change 123,316 10,215 0.4% 0.4% 589 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 123,319 10,215 2.31% 2.31% 590 0 0.0% Q2 2026 Aug 13, 2026
VISA FOUNDATION History No change 122,500 10,147 6.54% 6.54% 591 0 0.0% Q2 2026 Aug 06, 2026
Matthew Goff Investment Advisor, LLC History No change 122,464 10,144 1.71% 1.71% 592 0 0.0% Q2 2026 Jul 07, 2026
Guidance Point Advisors, LLC History No change 122,396 10,144 2.14% 2.14% 593 0 0.0% Q2 2026 Jul 31, 2026
YHB Investment Advisors, Inc. History Added to 124,721 10,122 0.64% 0.65% 594 +2,186 1.78% Q3 2026 Oct 08, 2026
Aspirean Wealth, LLC History No change 122,164 10,120 9.41% 9.41% 595 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 121,342 10,051 0.31% 0.31% 596 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENTS, INC. History No change 121,204 10,040 0.14% 0.14% 597 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 120,440 9,977 0.22% 0.22% 598 0 0.0% Q2 2026 Aug 12, 2026
Fund Evaluation Group, LLC History No change 120,092 9,948 0.27% 0.27% 599 0 0.0% Q2 2026 Aug 07, 2026
Fort Point Capital Partners LLC History No change 119,822 9,926 0.69% 0.69% 600 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 119,829 9,926 2.65% 2.65% 601 0 0.0% Q2 2026 Jul 16, 2026
Northern Lights Advisors, Inc. History No change 119,188 9,873 5.37% 5.37% 602 0 0.0% Q2 2026 Aug 06, 2026
a16z Perennial Management, L.P. History No change 118,984 9,856 0.8% 0.8% 603 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 120,588 9,786 0.84% 0.9% 604 0 0.0% Q3 2026 Oct 01, 2026
MISSION WEALTH MANAGEMENT, LP History No change 117,945 9,770 0.12% 0.12% 605 0 0.0% Q2 2026 Jul 20, 2026
Founders Financial Alliance, LLC History No change 117,934 9,769 1.29% 1.29% 606 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 117,862 9,763 0.05% 0.05% 607 0 0.0% Q2 2026 Jul 17, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 117,665 9,747 0.53% 0.53% 608 0 0.0% Q2 2026 Aug 10, 2026
10Elms LLP History No change 116,248 9,629 4.07% 4.07% 609 0 0.0% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History No change 115,753 9,588 1.12% 1.12% 610 0 0.0% Q2 2026 Jul 29, 2026
SACHEM HILL LLC History No change 115,729 9,581 1.7% 1.7% 611 0 0.0% Q2 2026 Aug 10, 2026
RIVERSEDGE ADVISORS, LLC History Added to 118,004 9,577 1.18% 0.04% 612 +113,991 2840.54% Q3 2026 Oct 09, 2026
Maia Wealth LLC History No change 115,395 9,559 1.41% 1.41% 613 0 0.0% Q2 2026 Jul 28, 2026
BANK OF STOCKTON History No change 115,265 9,548 2.68% 2.68% 614 0 0.0% Q2 2026 Jul 29, 2026
Evensky & Katz LLC History No change 115,060 9,532 0.49% 0.49% 615 0 0.0% Q2 2026 Jul 22, 2026
AMICA MUTUAL INSURANCE CO History No change 114,821 9,512 0.79% 0.79% 616 0 0.0% Q2 2026 Aug 05, 2026
Insight Wealth Strategies, LLC History Reduced 116,932 9,490 0.94% 1.67% 617 -95,741 -45.02% Q3 2026 Oct 09, 2026
Odyssey Group, LLC History No change 114,537 9,488 2.57% 2.57% 618 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 114,298 9,468 0.19% 0.19% 619 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 113,766 9,424 0.22% 0.22% 620 0 0.0% Q2 2026 Aug 13, 2026
Financial Council, LLC History No change 113,346 9,389 3.05% 3.05% 621 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 112,735 9,339 0.05% 0.05% 622 0 0.0% Q2 2026 Jul 24, 2026
Broadview Financial Management, LLC History No change 112,563 9,324 5.69% 5.69% 623 0 0.0% Q2 2026 Aug 12, 2026
WealthShield Partners, LLC History No change 112,264 9,299 1.42% 1.42% 624 0 0.0% Q2 2026 Aug 12, 2026
BAMCO INC /NY/ History No change 111,940 9,273 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 14, 2026
First Citizens Asset Management, Inc. History No change 111,576 9,242 2.95% 2.95% 626 0 0.0% Q2 2026 Jul 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 112,974 9,239 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 111,398 9,228 0.6% 0.6% 628 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 110,108 9,124 0.13% 0.13% 629 0 0.0% Q2 2026 Jul 15, 2026
AdvisorNet Financial, Inc History No change 107,861 8,935 0.41% 0.41% 630 0 0.0% Q2 2026 Jul 23, 2026
Bay Harbor Wealth Management, LLC History No change 107,695 8,921 2.06% 2.06% 631 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 110,644 8,919 0.73% 0.73% 632 0 0.0% Q2 2026 Aug 07, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 127,621 8,901 5.07% 5.07% 633 0 0.0% Q2 2026 Aug 19, 2026
FIRST NATIONAL BANK OF OMAHA History No change 108,396 8,868 0.25% 0.25% 634 0 0.0% Q2 2026 Aug 07, 2026
LiftPoint Family Wealth Advisors LLC History No change 106,815 8,848 6.0% 6.0% 635 0 0.0% Q2 2026 Aug 05, 2026
FIL Ltd History No change 106,698 8,838 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 109,873 8,772 0.58% 0.58% 637 0 0.0% Q2 2026 Jul 16, 2026
EVERETT HARRIS & CO /CA/ History No change 105,784 8,763 0.11% 0.11% 638 0 0.0% Q2 2026 Aug 03, 2026
Claro Advisors Inc. History No change 105,745 8,759 0.92% 0.92% 639 0 0.0% Q2 2026 Jul 30, 2026
FIRST MERCHANTS CORP History No change 105,622 8,749 0.31% 0.31% 640 0 0.0% Q2 2026 Jul 15, 2026
Crewe Advisors LLC History No change 105,358 8,727 0.63% 0.63% 641 0 0.0% Q2 2026 Jul 23, 2026
GAM Holding AG History No change 104,249 8,635 0.66% 0.66% 642 0 0.0% Q2 2026 Aug 14, 2026
Sage Advisory Services, Ltd.Co. History No change 103,630 8,585 4.22% 4.22% 643 0 0.0% Q2 2026 Jul 22, 2026
United Financial Planning Group LLC History No change 103,354 8,568 4.35% 4.35% 644 0 0.0% Q2 2026 Aug 06, 2026
Elmwood Wealth Management, Inc. History No change 103,320 8,559 2.14% 2.14% 645 0 0.0% Q2 2026 Jul 07, 2026
FIRST UNITED BANK & TRUST History No change 103,235 8,551 2.46% 2.46% 646 0 0.0% Q2 2026 Jul 20, 2026
FEDERATED HERMES, INC. History No change 103,200 8,549 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 12, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 102,790 8,515 2.59% 2.59% 648 0 0.0% Q2 2026 Jul 21, 2026
Chicago Wealth Management, Inc. History No change 102,719 8,509 3.02% 3.02% 649 0 0.0% Q2 2026 Aug 11, 2026
Ironsides Asset Advisors, LLC History No change 102,090 8,457 1.98% 1.98% 650 0 0.0% Q2 2026 Aug 12, 2026
Galilei Investment Office LLP History No change 102,000 8,449 3.88% 3.88% 651 0 0.0% Q2 2026 Jul 30, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 101,970 8,447 0.49% 0.49% 652 0 0.0% Q2 2026 Aug 10, 2026
Causey Wealth LLC History No change 101,683 8,423 3.29% 3.29% 653 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Group, LLC History No change 101,656 8,421 0.5% 0.5% 654 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 101,118 8,376 0.61% 0.61% 655 0 0.0% Q2 2026 Aug 14, 2026
HOWARD BAILEY SECURITIES, LLC History No change 100,749 8,346 3.13% 3.13% 656 0 0.0% Q2 2026 Aug 10, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 100,742 8,345 1.84% 1.84% 657 0 0.0% Q2 2026 Aug 11, 2026
Forvis Mazars Wealth Advisors, LLC History No change 100,527 8,327 0.14% 0.14% 658 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 99,971 8,281 0.99% 0.99% 659 0 0.0% Q2 2026 Sep 02, 2026
COURIER CAPITAL LLC History No change 99,322 8,227 0.41% 0.41% 660 0 0.0% Q2 2026 Jul 16, 2026
Emergent Wealth Advisors, LLC History Reduced 101,325 8,223 4.3% 4.88% 661 -13,646 -11.87% Q3 2026 Oct 08, 2026
Pointe Capital Management LLC History No change 98,996 8,200 3.67% 3.67% 662 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 98,969 8,198 0.4% 0.4% 663 0 0.0% Q2 2026 Jul 28, 2026
Sentinel Advisory Group, LLC History No change 98,772 8,182 3.34% 3.34% 664 0 0.0% Q2 2026 Jul 23, 2026
Legacy Edge Advisors, LLC History No change 98,715 8,177 0.75% 0.75% 665 0 0.0% Q2 2026 Aug 11, 2026
Pinion Investment Advisors, LLC History No change 98,639 8,171 1.55% 1.55% 666 0 0.0% Q2 2026 Aug 06, 2026
PCM Encore, LLC History No change 98,540 8,163 1.43% 1.43% 667 0 0.0% Q2 2026 Aug 11, 2026
Crane Advisory, LLC History No change 104,012 8,124 1.17% 1.17% 668 0 0.0% Q2 2026 Jul 17, 2026
Boston Trust Walden Corp History No change 97,805 8,102 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 24, 2026
One Wealth Advisors, LLC History No change 97,807 8,102 0.89% 0.89% 670 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 97,621 8,086 0.16% 0.16% 671 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 97,461 8,074 0.22% 0.22% 672 0 0.0% Q2 2026 Aug 04, 2026
Global Wealth Management Investment Advisory, Inc. History No change 97,096 8,043 1.14% 1.14% 673 0 0.0% Q2 2026 Jul 29, 2026
Avid Wealth Partners LLC History No change 96,827 8,021 3.88% 3.88% 674 0 0.0% Q2 2026 Aug 03, 2026
Mechanics Financial Corp History No change 96,818 8,020 2.87% 2.87% 675 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 96,592 8,001 0.29% 0.29% 676 0 0.0% Q2 2026 Jul 21, 2026
Portside Wealth Group, LLC History No change 96,309 7,978 0.93% 0.93% 677 0 0.0% Q2 2026 Jul 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 96,030 7,955 2.27% 2.27% 678 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 107,096 7,941 0.59% 0.59% 679 0 0.0% Q2 2026 Jul 29, 2026
Tepp RIA, LLC History No change 95,678 7,926 5.37% 5.37% 680 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 95,433 7,905 0.29% 0.29% 681 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 95,287 7,893 0.13% 0.13% 682 0 0.0% Q2 2026 Aug 14, 2026
Coral Wealth Management, LLC History No change 95,282 7,893 6.47% 6.47% 683 0 0.0% Q2 2026 Aug 04, 2026
MTC Wealth Management LLC History No change 94,923 7,863 3.53% 3.53% 684 0 0.0% Q2 2026 Jul 31, 2026
Apeiron RIA LLC History Reduced 96,556 7,842 1.78% 2.4% 685 -16,393 -14.51% Q3 2026 Oct 08, 2026
Stonehearth Capital Management, LLC History No change 94,505 7,828 2.67% 2.67% 686 0 0.0% Q2 2026 Jul 07, 2026
Csenge Advisory Group History No change 94,130 7,797 0.32% 0.32% 687 0 0.0% Q2 2026 Aug 10, 2026
Sequent Planning LLC History No change 93,631 7,756 1.66% 1.66% 688 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Added to 95,373 7,740 0.1% 0.09% 689 +8,127 9.32% Q3 2026 Oct 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 92,849 7,691 2.17% 2.17% 690 0 0.0% Q2 2026 Jul 24, 2026
CarsonAllaria Wealth Management, Ltd. History No change 92,245 7,641 3.31% 3.31% 691 0 0.0% Q2 2026 Jul 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 91,930 7,615 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 91,705 7,596 0.05% 0.05% 693 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 91,565 7,585 0.18% 0.18% 694 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 91,492 7,579 0.2% 0.2% 695 0 0.0% Q2 2026 Aug 04, 2026
Waterloo Capital, L.P. History No change 91,400 7,571 0.43% 0.43% 696 0 0.0% Q2 2026 Jul 29, 2026
Sharp Wealth Advisory, LLC History No change 91,215 7,556 3.5% 3.5% 697 0 0.0% Q2 2026 Jul 24, 2026
McNaughton Wealth Management, LLC History Added to 92,734 7,526 2.63% 2.61% 698 +3,960 4.46% Q3 2026 Oct 08, 2026
Custos Family Office, LLC History No change 90,745 7,517 4.5% 4.5% 699 0 0.0% Q2 2026 Aug 19, 2026
Gladstone Institutional Advisory LLC History No change 90,087 7,462 0.24% 0.24% 700 0 0.0% Q2 2026 Jul 27, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 89,572 7,420 1.5% 1.5% 701 0 0.0% Q2 2026 Jul 15, 2026
Alliance Private Wealth, LLC History No change 88,950 7,368 2.56% 2.56% 702 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 88,787 7,355 0.35% 0.35% 703 0 0.0% Q2 2026 Jul 23, 2026
Interchange Capital Partners, LLC History No change 88,649 7,343 1.38% 1.38% 704 0 0.0% Q2 2026 Jul 20, 2026
Able Wealth Management LLC History No change 88,516 7,332 1.68% 1.68% 705 0 0.0% Q2 2026 Jul 29, 2026
Lutz Financial Services LLC History No change 88,309 7,315 0.45% 0.45% 706 0 0.0% Q2 2026 Aug 05, 2026
Armbruster Capital Management, Inc. History No change 87,878 7,279 1.09% 1.09% 707 0 0.0% Q2 2026 Jul 16, 2026
Rosenberg Matthew Hamilton History Added to 89,223 7,241 1.3% 1.32% 708 +3,719 4.35% Q3 2026 Oct 05, 2026
Capital Group Private Client Services, Inc. History No change 86,768 7,187 0.1% 0.1% 709 0 0.0% Q2 2026 Aug 12, 2026
TSA Wealth Managment LLC History No change 86,702 7,182 2.03% 2.03% 710 0 0.0% Q2 2026 Aug 03, 2026
ELEVATE WEALTH ADVISORY, INC History No change 86,115 7,133 4.07% 4.07% 711 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 85,748 7,103 0.23% 0.23% 712 0 0.0% Q2 2026 Aug 14, 2026
Urban Financial Advisory Corp History No change 85,714 7,100 1.96% 1.96% 713 0 0.0% Q2 2026 Aug 06, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 87,179 7,075 4.73% 4.62% 714 +4,207 5.07% Q3 2026 Oct 09, 2026
Cornerstone Management, Inc. History No change 85,213 7,059 1.02% 1.02% 715 0 0.0% Q2 2026 Jul 16, 2026
Beacon Bank & Trust History No change 85,208 7,058 1.35% 1.35% 716 0 0.0% Q2 2026 Aug 03, 2026
Polaris Investment Advisors, LLC History No change 85,002 7,041 4.51% 4.51% 717 0 0.0% Q2 2026 Jul 09, 2026
SBI Okasan Asset Management Co.Ltd. History No change 85,928 7,022 0.23% 0.23% 718 0 0.0% Q2 2026 Jul 21, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 84,579 7,006 1.5% 1.5% 719 0 0.0% Q2 2026 Jul 16, 2026
Richard W. Paul & Associates, LLC History No change 84,321 6,985 2.14% 2.14% 720 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 84,059 6,963 2.91% 2.91% 721 0 0.0% Q2 2026 Jul 14, 2026
Curry Webb Wealth Management LLC History No change 83,780 6,940 2.87% 2.87% 722 0 0.0% Q2 2026 Aug 13, 2026
Walker Financial Services, Inc. History No change 82,973 6,873 2.13% 2.13% 723 0 0.0% Q2 2026 Jul 15, 2026
Cypress Wealth Services, LLC History No change 82,503 6,834 0.84% 0.84% 724 0 0.0% Q2 2026 Jul 10, 2026
Steele Capital Management, Inc. History No change 81,760 6,773 0.25% 0.25% 725 0 0.0% Q2 2026 Jul 28, 2026
EARNED WEALTH ADVISORS, LLC History No change 81,565 6,756 0.44% 0.44% 726 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 81,428 6,745 0.37% 0.37% 727 0 0.0% Q2 2026 Aug 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 81,399 6,743 0.89% 0.89% 728 0 0.0% Q2 2026 Jul 13, 2026
Marietta Wealth Management, LLC History No change 81,348 6,738 0.69% 0.69% 729 0 0.0% Q2 2026 Aug 03, 2026
Harbour Capital Advisors, LLC History No change 82,652 6,721 1.22% 1.22% 730 0 0.0% Q2 2026 Jul 15, 2026
Frisco Financial Planning LLC History Reduced 81,956 6,651 5.18% 5.26% 731 -2,350 -2.79% Q3 2026 Oct 05, 2026
Advisor OS, LLC History No change 80,215 6,644 0.44% 0.44% 732 0 0.0% Q2 2026 Aug 05, 2026
Midwest Capital Advisors, LLC History No change 80,141 6,638 2.7% 2.7% 733 0 0.0% Q2 2026 Jul 28, 2026
AtlasMark Financial, Inc History No change 79,768 6,608 3.25% 3.25% 734 0 0.0% Q2 2026 Aug 17, 2026
Centurion Wealth Management LLC History No change 79,559 6,590 1.58% 1.58% 735 0 0.0% Q2 2026 Jul 09, 2026
Quadrant Private Wealth Management, LLC History No change 78,765 6,524 1.46% 1.46% 736 0 0.0% Q2 2026 Jul 30, 2026
Allianz Asset Management GmbH History No change 78,600 6,511 0.01% 0.01% 737 0 0.0% Q2 2026 Sep 02, 2026
Brady Martz Wealth Solutions, LLC History No change 78,245 6,481 0.98% 0.98% 738 0 0.0% Q2 2026 Jul 23, 2026
ARK & TLK INVESTMENTS, LLC History No change 78,184 6,476 1.6% 1.6% 739 0 0.0% Q2 2026 Jul 20, 2026
James J. Burns & Company, LLC History No change 77,652 6,432 0.7% 0.7% 740 0 0.0% Q2 2026 Aug 06, 2026
NBH Bank History No change 77,609 6,429 2.71% 2.71% 741 0 0.0% Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History No change 77,415 6,413 0.1% 0.1% 742 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 77,276 6,401 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 13, 2026
Shelter Mutual Insurance Co History No change 77,114 6,388 1.35% 1.35% 744 0 0.0% Q2 2026 Aug 11, 2026
MATAURO, LLC History No change 77,088 6,385 0.84% 0.84% 745 0 0.0% Q2 2026 Jul 21, 2026
OMNI 360 Wealth, Inc. History No change 77,032 6,381 2.95% 2.95% 746 0 0.0% Q2 2026 Jul 13, 2026
Lebenthal Global Advisors, LLC History No change 76,834 6,364 0.86% 0.86% 747 0 0.0% Q2 2026 Jul 30, 2026
Eldridge Investment Advisors, Inc. History No change 76,582 6,344 1.26% 1.26% 748 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 76,446 6,332 0.1% 0.1% 749 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 75,871 6,285 0.11% 0.11% 750 0 0.0% Q2 2026 Jul 31, 2026
SAGE RHINO CAPITAL LLC History No change 75,558 6,259 1.01% 1.01% 751 0 0.0% Q2 2026 Aug 03, 2026
PW Nova Financial Services LLC History No change 75,489 6,253 1.34% 1.34% 752 0 0.0% Q2 2026 Jul 29, 2026
Advus Financial Partners, LLC History No change 75,327 6,240 1.78% 1.78% 753 0 0.0% Q2 2026 Oct 02, 2026
FIFTH THIRD SECURITIES, INC. History No change 75,171 6,227 0.36% 0.36% 754 0 0.0% Q2 2026 Jul 15, 2026
TWO SIGMA SECURITIES, LLC History No change 75,162 6,226 0.54% 0.54% 755 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 75,087 6,220 0.11% 0.11% 756 0 0.0% Q2 2026 Jul 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 74,798 6,196 1.74% 1.74% 757 0 0.0% Q2 2026 Jul 13, 2026
Davis Wealth Advisors, LLC History No change 74,725 6,190 4.79% 4.79% 758 0 0.0% Q2 2026 Aug 14, 2026
Allie Family Office LLC History No change 74,420 6,159 2.28% 2.28% 759 0 0.0% Q2 2026 Oct 02, 2026
MJP ASSOCIATES INC /ADV History No change 74,318 6,156 0.67% 0.67% 760 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Capital Management, LLC History No change 74,280 6,153 1.49% 1.49% 761 0 0.0% Q2 2026 Aug 13, 2026
Vertex Planning Partners, LLC History No change 74,258 6,151 0.91% 0.91% 762 0 0.0% Q2 2026 Aug 14, 2026
Life Planning Partners, Inc History No change 74,126 6,140 4.56% 4.56% 763 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 73,898 6,121 0.15% 0.15% 764 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 73,818 6,115 0.38% 0.38% 765 0 0.0% Q2 2026 Jul 30, 2026
Tacita Capital Inc History No change 73,598 6,096 3.31% 3.31% 766 0 0.0% Q2 2026 Aug 10, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 72,725 6,024 3.24% 3.24% 767 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 72,681 6,020 0.05% 0.05% 768 0 0.0% Q2 2026 Jul 24, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 72,316 5,990 3.44% 3.44% 769 0 0.0% Q2 2026 Jul 15, 2026
Integrated Advisors Network LLC History No change 72,202 5,981 0.27% 0.27% 770 0 0.0% Q2 2026 Aug 11, 2026
Canopy Partners, LLC History No change 71,889 5,955 1.79% 1.79% 771 0 0.0% Q2 2026 Jul 22, 2026
Apollon Financial, LLC History No change 71,709 5,940 0.7% 0.7% 772 0 0.0% Q2 2026 Jul 22, 2026
Lantz Financial LLC History No change 71,637 5,934 1.09% 1.09% 773 0 0.0% Q2 2026 Jul 09, 2026
LM Advisors LLC History No change 71,507 5,917 0.68% 0.68% 774 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 72,360 5,913 0.32% 0.32% 775 0 0.0% Q2 2026 Jul 14, 2026
Smith Salley Wealth Management History No change 71,358 5,911 0.26% 0.26% 776 0 0.0% Q2 2026 Jul 23, 2026
S. R. Schill & Associates History No change 71,326 5,908 3.57% 3.57% 777 0 0.0% Q2 2026 Jul 15, 2026
Summitas Investment Management LLC History No change 71,281 5,904 4.39% 4.39% 778 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 71,124 5,891 0.26% 0.26% 779 0 0.0% Q2 2026 Aug 03, 2026
Layline Advisors, LLC History No change 70,835 5,868 5.26% 5.26% 780 0 0.0% Q2 2026 Aug 20, 2026
BCGM Wealth Management, LLC History No change 70,710 5,857 1.24% 1.24% 781 0 0.0% Q2 2026 Aug 04, 2026
GC Wealth Management RIA, LLC History No change 70,714 5,857 0.34% 0.34% 782 0 0.0% Q2 2026 Jul 16, 2026
King Wealth Management Group History No change 70,623 5,850 0.64% 0.64% 783 0 0.0% Q2 2026 Aug 05, 2026
Amitell Capital Pte Ltd History No change 70,600 5,848 5.35% 5.35% 784 0 0.0% Q2 2026 Aug 04, 2026
FAS Wealth Partners, Inc. History No change 70,293 5,823 0.3% 0.3% 785 0 0.0% Q2 2026 Jul 29, 2026
FFT WEALTH MANAGEMENT LLC History No change 70,201 5,815 0.91% 0.91% 786 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 69,711 5,774 0.61% 0.61% 787 0 0.0% Q2 2026 Jul 29, 2026
Astra Wealth Partners LLC History No change 69,627 5,767 3.07% 3.07% 788 0 0.0% Q2 2026 Aug 11, 2026
Kovack Advisors, Inc. History No change 70,881 5,751 0.28% 0.28% 789 0 0.0% Q2 2026 Jul 28, 2026
Stone Summit Wealth LLC History No change 69,297 5,740 1.46% 1.46% 790 0 0.0% Q2 2026 Jul 23, 2026
NICOLET BANKSHARES INC History No change 68,858 5,694 0.18% 0.18% 791 0 0.0% Q2 2026 Aug 11, 2026
Foundry Financial Group, Inc. History No change 68,675 5,689 2.46% 2.46% 792 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 68,671 5,688 0.49% 0.49% 793 0 0.0% Q2 2026 Jul 09, 2026
CORE WEALTH ADVISORS, LLC History No change 68,445 5,669 4.18% 4.18% 794 0 0.0% Q2 2026 Aug 04, 2026
MASON STREET ADVISORS, LLC History No change 68,080 5,639 0.51% 0.51% 795 0 0.0% Q2 2026 Aug 12, 2026
Turtle Creek Wealth Advisors, LLC History No change 67,867 5,622 0.3% 0.3% 796 0 0.0% Q2 2026 Jul 27, 2026
Summit Global Investments History No change 67,757 5,613 0.31% 0.31% 797 0 0.0% Q2 2026 Aug 03, 2026
Morling Financial Advisors, LLC History No change 67,701 5,608 1.56% 1.56% 798 0 0.0% Q2 2026 Aug 06, 2026
DRAVO BAY LLC History No change 67,657 5,604 1.94% 1.94% 799 0 0.0% Q2 2026 Aug 11, 2026
NorthLanding Financial Partners, LLC History No change 67,592 5,599 3.87% 3.87% 800 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 70,119 5,537 0.7% 0.7% 801 0 0.0% Q2 2026 Jul 29, 2026
Peak Wealth Management LLC History No change 66,707 5,526 3.88% 3.88% 802 0 0.0% Q2 2026 Jul 14, 2026
J.W. COLE ADVISORS, INC. History No change 66,660 5,522 0.09% 0.09% 803 0 0.0% Q2 2026 Jul 21, 2026
VANCE WEALTH, LLC History No change 66,528 5,511 1.24% 1.24% 804 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 66,398 5,500 0.05% 0.05% 805 0 0.0% Q2 2026 Jul 27, 2026
Key Capital Management, INC History No change 66,390 5,499 2.83% 2.83% 806 0 0.0% Q2 2026 Jul 27, 2026
Circle Wealth Management, LLC History No change 66,361 5,497 0.07% 0.07% 807 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 66,345 5,496 0.06% 0.06% 808 0 0.0% Q2 2026 Aug 06, 2026
Montgomery Financial Services LLC History No change 66,280 5,490 4.77% 4.77% 809 0 0.0% Q2 2026 Aug 12, 2026
Stonebrook Private Inc. History No change 66,143 5,479 1.0% 1.0% 810 0 0.0% Q2 2026 Aug 14, 2026
DecisionMap Wealth Management, LLC History No change 65,957 5,463 3.06% 3.06% 811 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 65,946 5,462 0.21% 0.21% 812 0 0.0% Q2 2026 Aug 18, 2026
Capital Investment Advisory Services, LLC History No change 65,833 5,453 0.34% 0.34% 813 0 0.0% Q2 2026 Jul 23, 2026
Element Wealth, LLC History No change 65,737 5,445 2.04% 2.04% 814 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 65,370 5,404 0.59% 0.59% 815 0 0.0% Q2 2026 Aug 03, 2026
EASTERN BANK History Reduced 66,578 5,403 0.08% 0.15% 816 -52,501 -44.09% Q3 2026 Oct 05, 2026
Arete Wealth Advisors, LLC History No change 65,184 5,399 0.36% 0.36% 817 0 0.0% Q2 2026 Aug 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 66,073 5,362 1.44% 1.22% 818 +5,073 8.32% Q3 2026 Oct 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 64,354 5,331 0.08% 0.08% 819 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 64,252 5,322 0.85% 0.85% 820 0 0.0% Q2 2026 Aug 13, 2026
Willis Johnson & Associates, Inc. History No change 64,105 5,310 0.3% 0.3% 821 0 0.0% Q2 2026 Aug 13, 2026
Arbor Investment Advisors, LLC History No change 64,030 5,304 0.6% 0.6% 822 0 0.0% Q2 2026 Jul 24, 2026
Minot DeBlois Advisors LLC History No change 64,000 5,301 4.55% 4.55% 823 0 0.0% Q2 2026 Aug 13, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 63,869 5,290 0.79% 0.79% 824 0 0.0% Q2 2026 Jul 10, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 63,490 5,259 2.19% 2.19% 825 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 63,215 5,226 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 13, 2026
Oxford Wealth Group, LLC History No change 62,246 5,156 2.31% 2.31% 827 0 0.0% Q2 2026 Aug 13, 2026
New Hampshire Trust History No change 62,226 5,154 0.97% 0.97% 828 0 0.0% Q2 2026 Jul 27, 2026
Purewater Capital LLC History No change 62,027 5,138 3.71% 3.71% 829 0 0.0% Q2 2026 Jul 28, 2026
Rodgers & Associates, LTD History No change 61,963 5,133 0.47% 0.47% 830 0 0.0% Q2 2026 Jul 21, 2026
BridgePort Financial Solutions, LLC History No change 61,961 5,132 1.31% 1.31% 831 0 0.0% Q2 2026 Jul 24, 2026
Princeton Global Asset Management LLC History No change 61,619 5,104 0.73% 0.73% 832 0 0.0% Q2 2026 Jul 16, 2026
Nova R Wealth, Inc. History No change 61,372 5,084 1.48% 1.48% 833 0 0.0% Q2 2026 Jul 17, 2026
BETO FINANCIAL GROUP, LLC History No change 65,692 5,072 2.66% 2.66% 834 0 0.0% Q2 2026 Aug 07, 2026
HUB Investment Partners, LLC History No change 61,073 5,059 0.09% 0.09% 835 0 0.0% Q2 2026 Jul 31, 2026
EPG Wealth Management LLC History No change 61,031 5,055 1.21% 1.21% 836 0 0.0% Q2 2026 Jul 28, 2026
Integrated Investment Consultants, LLC History No change 60,490 5,010 0.99% 0.99% 837 0 0.0% Q2 2026 Aug 17, 2026
SAXON INTERESTS, INC. History No change 60,475 5,009 1.38% 1.38% 838 0 0.0% Q2 2026 Aug 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 60,211 4,987 0.48% 0.48% 839 0 0.0% Q2 2026 Jul 22, 2026
Box Hill Private Wealth LLC History Added to 61,147 4,962 3.61% 3.93% 840 +1,991 3.37% Q3 2026 Oct 05, 2026
Intergy Private Wealth, LLC History No change 59,774 4,951 1.14% 1.14% 841 0 0.0% Q2 2026 Jul 17, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 62,040 4,943 4.35% 4.35% 842 0 0.0% Q2 2026 Jul 16, 2026
Cranbrook Wealth Management, LLC History No change 59,487 4,927 0.92% 0.92% 843 0 0.0% Q2 2026 Aug 06, 2026
Venture Visionary Partners LLC History Added to 60,473 4,908 0.13% 0.13% 844 +2,987 5.2% Q3 2026 Oct 07, 2026
Plancorp, LLC History No change 62,209 4,882 0.12% 0.12% 845 0 0.0% Q2 2026 Jul 14, 2026
Invera Wealth Advisors, LLC History No change 58,553 4,850 2.6% 2.6% 846 0 0.0% Q2 2026 Jul 29, 2026
Vericrest Private Wealth History No change 58,395 4,837 4.3% 4.3% 847 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 58,260 4,826 0.14% 0.14% 848 0 0.0% Q2 2026 Aug 03, 2026
Summit Trail Advisors, LLC History No change 57,928 4,798 0.06% 0.06% 849 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 57,923 4,798 0.1% 0.1% 850 0 0.0% Q2 2026 Aug 13, 2026
AMARA FINANCIAL, LLC. History No change 57,801 4,788 2.87% 2.87% 851 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 57,654 4,776 0.09% 0.09% 852 0 0.0% Q2 2026 Aug 11, 2026
Aureum Wealth Management, LLC History No change 57,628 4,773 2.96% 2.96% 853 0 0.0% Q2 2026 Jul 22, 2026
Belvedere Trading LLC History No change 57,237 4,741 0.01% 0.01% 854 0 0.0% Q2 2026 Jul 31, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 56,842 4,708 0.32% 0.32% 855 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History Reduced 57,908 4,699 0.14% 0.18% 856 -16,157 -21.81% Q3 2026 Oct 08, 2026
SMART Wealth LLC History No change 56,698 4,696 1.01% 1.01% 857 0 0.0% Q2 2026 Aug 05, 2026
Commonwealth Retirement Investments LLC History No change 56,585 4,687 1.27% 1.27% 858 0 0.0% Q2 2026 Aug 03, 2026
Shared Vision Wealth Group LLC History No change 56,564 4,685 1.61% 1.61% 859 0 0.0% Q2 2026 Jul 31, 2026
Aerodigm Wealth, LLC History No change 56,420 4,673 1.58% 1.58% 860 0 0.0% Q2 2026 Aug 04, 2026
FWG Investments, LLC. History No change 56,294 4,663 2.47% 2.47% 861 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 56,266 4,661 0.09% 0.09% 862 0 0.0% Q2 2026 Jul 09, 2026
Beacon Capital Management, LLC History No change 56,156 4,651 0.68% 0.68% 863 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 56,105 4,647 0.61% 0.61% 864 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 56,100 4,647 0.23% 0.23% 865 0 0.0% Q2 2026 Jul 23, 2026
JGP Wealth Management, LLC History No change 55,915 4,631 0.42% 0.42% 866 0 0.0% Q2 2026 Jul 07, 2026
Oregon Pacific Wealth Management, LLC History No change 55,487 4,596 4.31% 4.31% 867 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL COUNSELORS INC History No change 55,345 4,584 6.31% 6.31% 868 0 0.0% Q2 2026 Aug 04, 2026
Hoxton Planning & Management, LLC History No change 55,304 4,581 1.2% 1.2% 869 0 0.0% Q2 2026 Jul 16, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 55,250 4,576 1.85% 1.85% 870 0 0.0% Q2 2026 Jul 14, 2026
Main Management LLC History No change 54,764 4,537 0.3% 0.3% 871 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 54,718 4,532 0.36% 0.36% 872 0 0.0% Q2 2026 Jul 28, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 54,336 4,501 1.87% 1.87% 873 0 0.0% Q2 2026 Jul 20, 2026
IHT Wealth Management, LLC History No change 54,260 4,494 0.1% 0.1% 874 0 0.0% Q2 2026 Aug 14, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 54,208 4,490 0.26% 0.26% 875 0 0.0% Q2 2026 Jul 21, 2026
HUNTINGTON NATIONAL BANK History No change 54,115 4,482 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 54,030 4,475 1.42% 1.42% 877 0 0.0% Q2 2026 Aug 04, 2026
Clear Creek Financial Management, LLC History No change 53,936 4,468 0.29% 0.29% 878 0 0.0% Q2 2026 Jul 27, 2026
STOCK YARDS BANK & TRUST CO History No change 53,265 4,412 0.13% 0.13% 879 0 0.0% Q2 2026 Aug 19, 2026
LAM GROUP, INC. History No change 53,215 4,408 2.19% 2.19% 880 0 0.0% Q2 2026 Jul 10, 2026
Retirement Wealth Solutions LLC History Reduced 54,118 4,392 2.32% 2.82% 881 -7,691 -12.44% Q3 2026 Oct 07, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 52,943 4,385 1.52% 1.52% 882 0 0.0% Q2 2026 Jul 23, 2026
Rathbones Group PLC History No change 52,923 4,384 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 23, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 52,710 4,366 0.04% 0.04% 884 0 0.0% Q2 2026 Sep 23, 2026
Signal Advisors Wealth, LLC History No change 52,520 4,350 0.22% 0.22% 885 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 52,497 4,348 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 18, 2026
Sunburst Financial Group, LLC History Reduced 53,299 4,325 0.68% 0.72% 887 -74 -0.14% Q3 2026 Oct 08, 2026
CoreFirst Bank & Trust History No change 51,974 4,305 2.14% 2.14% 888 0 0.0% Q2 2026 Aug 05, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 51,945 4,303 1.39% 1.39% 889 0 0.0% Q2 2026 Jul 15, 2026
LifePlan Investment Advisors, Inc. History No change 51,846 4,294 1.48% 1.48% 890 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 51,765 4,288 0.21% 0.21% 891 0 0.0% Q2 2026 Jul 31, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 51,614 4,275 2.89% 2.89% 892 0 0.0% Q2 2026 Jul 22, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 51,492 4,265 0.2% 0.2% 893 0 0.0% Q2 2026 Jul 21, 2026
A4 Wealth Advisors LLC History No change 51,294 4,249 2.82% 2.82% 894 0 0.0% Q2 2026 Jul 28, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 43,834 4,233 1.01% 1.01% 895 0 0.0% Q2 2026 Aug 14, 2026
OKABENA INVESTMENT SERVICES INC History No change 51,014 4,226 0.75% 0.75% 896 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 50,806 4,208 0.35% 0.35% 897 0 0.0% Q2 2026 Jul 28, 2026
Endowment Wealth Management, Inc. History No change 50,784 4,206 1.63% 1.63% 898 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History Added to 51,736 4,198 0.66% 0.59% 899 +7,854 17.9% Q3 2026 Oct 09, 2026
Spectrum Planning & Advisory Services Inc. History No change 50,566 4,188 1.87% 1.87% 900 0 0.0% Q2 2026 Jul 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 50,476 4,181 0.46% 0.46% 901 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 50,243 4,162 0.27% 0.27% 902 0 0.0% Q2 2026 Aug 13, 2026
GENTRY PRIVATE WEALTH, LLC History No change 50,109 4,151 2.14% 2.14% 903 0 0.0% Q2 2026 Aug 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 50,003 4,142 0.24% 0.24% 904 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Advisory, LLC History No change 49,949 4,137 0.34% 0.34% 905 0 0.0% Q2 2026 Jul 29, 2026
Patriot Financial Group Insurance Agency, LLC History No change 49,841 4,127 0.42% 0.42% 906 0 0.0% Q2 2026 Jul 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 49,829 4,127 0.36% 0.36% 907 0 0.0% Q2 2026 Jul 27, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 49,806 4,126 1.03% 1.03% 908 0 0.0% Q2 2026 Jul 24, 2026
MOTIVE WEALTH ADVISORS History No change 49,760 4,122 1.7% 1.7% 909 0 0.0% Q2 2026 Jul 20, 2026
VERUS CAPITAL PARTNERS, LLC History No change 49,722 4,118 0.22% 0.22% 910 0 0.0% Q2 2026 Aug 06, 2026
Timmons Wealth Management, LLC History No change 49,697 4,116 3.01% 3.01% 911 0 0.0% Q2 2026 Aug 07, 2026
SlateStone Wealth, LLC History No change 49,483 4,099 0.31% 0.31% 912 0 0.0% Q2 2026 Jul 20, 2026
Eagle Strategies LLC History No change 48,632 4,028 0.4% 0.4% 913 0 0.0% Q2 2026 Jul 21, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 48,589 4,025 0.55% 0.55% 914 0 0.0% Q2 2026 Jul 20, 2026
Disciplined Investments, LLC History No change 48,447 4,013 1.3% 1.3% 915 0 0.0% Q2 2026 Aug 07, 2026
STRATEGY ASSET MANAGERS LLC History No change 48,438 4,012 0.6% 0.6% 916 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 48,521 4,010 0.11% 0.11% 917 0 0.0% Q2 2026 Jul 07, 2026
Good Steward Wealth Advisors,LLC History No change 48,378 4,007 2.42% 2.42% 918 0 0.0% Q2 2026 Aug 03, 2026
Gen-Wealth Partners Inc History No change 48,334 4,003 1.11% 1.11% 919 0 0.0% Q2 2026 Aug 10, 2026
Pembroke Management, LTD History No change 48,213 3,993 0.63% 0.63% 920 0 0.0% Q2 2026 Jul 22, 2026
Fairlight Advisors History No change 47,643 3,946 3.22% 3.22% 921 0 0.0% Q2 2026 Jul 24, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 47,543 3,938 1.82% 1.82% 922 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 47,411 3,927 0.19% 0.19% 923 0 0.0% Q2 2026 Aug 03, 2026
Keel Point, LLC History No change 47,377 3,924 0.23% 0.23% 924 0 0.0% Q2 2026 Aug 14, 2026
5T Wealth, LLC History No change 47,034 3,896 1.45% 1.45% 925 0 0.0% Q2 2026 Jul 21, 2026
Trevian Wealth Management LLC History No change 46,983 3,892 1.66% 1.66% 926 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 48,407 3,872 1.02% 1.02% 927 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 46,741 3,872 0.27% 0.27% 928 0 0.0% Q2 2026 Aug 07, 2026
M Holdings Securities, Inc. History No change 47,078 3,862 0.53% 0.53% 929 0 0.0% Q2 2026 Aug 11, 2026
Falcon Wealth Planning History No change 46,561 3,857 0.24% 0.24% 930 0 0.0% Q2 2026 Jul 13, 2026
Skyline Advisors, Inc. History No change 46,219 3,828 1.2% 1.2% 931 0 0.0% Q2 2026 Jul 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 46,205 3,827 0.11% 0.11% 932 0 0.0% Q2 2026 Aug 10, 2026
CIBC Asset Management Inc History No change 46,139 3,822 0.01% 0.01% 933 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 46,011 3,811 0.02% 0.02% 934 0 0.0% Q2 2026 Jul 13, 2026
Cordant, Inc. History No change 45,484 3,767 1.36% 1.36% 935 0 0.0% Q2 2026 Jul 14, 2026
Traveka Wealth, LLC History No change 45,307 3,753 1.25% 1.25% 936 0 0.0% Q2 2026 Jul 21, 2026
Center For Asset Management LLC History No change 45,076 3,734 1.66% 1.66% 937 0 0.0% Q2 2026 Jul 27, 2026
FIRST MANHATTAN CO. LLC. History No change 45,068 3,733 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 44,890 3,718 0.25% 0.25% 939 0 0.0% Q2 2026 Jul 29, 2026
Zuckerman Investment Group, LLC History No change 44,636 3,697 0.31% 0.31% 940 0 0.0% Q2 2026 Aug 14, 2026
Mann Financial Group, Inc. History No change 44,585 3,693 3.09% 3.09% 941 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 44,514 3,688 0.1% 0.1% 942 0 0.0% Q2 2026 Jul 28, 2026
Forbes Financial Planning, Inc. History No change 44,377 3,676 1.97% 1.97% 943 0 0.0% Q2 2026 Jul 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 44,366 3,675 0.25% 0.25% 944 0 0.0% Q2 2026 Aug 04, 2026
Krilogy Financial LLC History No change 44,223 3,663 0.11% 0.11% 945 0 0.0% Q2 2026 Jul 27, 2026
Wick Capital Partners, LLC History No change 25,114 3,660 0.55% 0.55% 946 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 44,065 3,650 0.17% 0.17% 947 0 0.0% Q2 2026 Aug 11, 2026
Blue Fin Capital, Inc. History No change 44,014 3,646 0.53% 0.53% 948 0 0.0% Q2 2026 Aug 04, 2026
Moors & Cabot, Inc. History No change 43,830 3,630 0.14% 0.14% 949 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 214,017 3,622 0.61% 0.61% 950 0 0.0% Q2 2026 Jul 21, 2026
HEADINVEST, LLC History No change 43,660 3,616 0.67% 0.67% 951 0 0.0% Q2 2026 Aug 14, 2026
Forum Finance Group S.A. History No change 53,701 3,595 1.29% 1.29% 952 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 43,156 3,575 0.35% 0.35% 953 0 0.0% Q2 2026 Jul 09, 2026
Forefront Wealth Partners, LLC History No change 43,058 3,566 1.1% 1.1% 954 0 0.0% Q2 2026 Aug 20, 2026
Alpha Omega Wealth Management LLC History No change 42,793 3,544 0.54% 0.54% 955 0 0.0% Q2 2026 Jul 20, 2026
Portfolio Resources Advisor Group, Inc. History No change 42,544 3,524 2.98% 2.98% 956 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 42,358 3,508 0.24% 0.24% 957 0 0.0% Q2 2026 Jul 07, 2026
OAK FAMILY ADVISORS, LLC History No change 42,303 3,504 0.9% 0.9% 958 0 0.0% Q2 2026 Jul 20, 2026
Braun-Bostich & Associates Inc. History No change 42,248 3,499 1.95% 1.95% 959 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 42,064 3,484 0.64% 0.64% 960 0 0.0% Q2 2026 Aug 04, 2026
Spartan Planning & Wealth Management History No change 41,846 3,466 2.31% 2.31% 961 0 0.0% Q2 2026 Jul 22, 2026
Horst & Graben Wealth Management LLC History No change 42,914 3,460 0.46% 0.46% 962 0 0.0% Q2 2026 Jul 22, 2026
TritonPoint Partners, LLC History No change 41,615 3,447 0.29% 0.29% 963 0 0.0% Q2 2026 Aug 13, 2026
Busey Bank History No change 41,369 3,427 0.08% 0.08% 964 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 41,371 3,427 0.3% 0.3% 965 0 0.0% Q2 2026 Aug 05, 2026
Unique Wealth Strategies, LLC History No change 41,345 3,424 1.24% 1.24% 966 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 41,327 3,423 0.14% 0.14% 967 0 0.0% Q2 2026 Jul 27, 2026
Wealth Dimensions Group, Ltd. History No change 40,852 3,384 0.61% 0.61% 968 0 0.0% Q2 2026 Jul 22, 2026
Trivium Point Advisory, LLC History No change 40,564 3,360 0.3% 0.3% 969 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 42,785 3,341 0.2% 0.2% 970 0 0.0% Q2 2026 Aug 10, 2026
Left Brain Wealth Management, LLC History No change 40,301 3,338 1.01% 1.01% 971 0 0.0% Q2 2026 Jul 30, 2026
WealthPLAN Partners, LLC History No change 40,217 3,331 0.64% 0.64% 972 0 0.0% Q2 2026 Jul 28, 2026
MONEYWISE, INC. History No change 40,201 3,330 1.24% 1.24% 973 0 0.0% Q2 2026 Jul 21, 2026
WESCAP Management Group, Inc. History No change 40,157 3,326 0.62% 0.62% 974 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 40,142 3,325 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 06, 2026
Inman Jager Wealth Management, LLC History No change 40,061 3,318 1.77% 1.77% 976 0 0.0% Q2 2026 Aug 07, 2026
Diversified Portfolios, Inc. History No change 40,006 3,314 0.24% 0.24% 977 0 0.0% Q2 2026 Aug 04, 2026
Worth Asset Management, LLC History New 40,705 3,303 0.96% — 978 +40,705 New Q3 2026 Oct 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 39,487 3,271 0.07% 0.07% 979 0 0.0% Q2 2026 Jul 15, 2026
Wealth Management Partners, LLC History No change 39,390 3,263 0.77% 0.77% 980 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 39,290 3,254 0.26% 0.26% 981 0 0.0% Q2 2026 Aug 06, 2026
Clark Capital Management Group, Inc. History No change 39,136 3,242 0.02% 0.02% 982 0 0.0% Q2 2026 Aug 11, 2026
STEVENS CAPITAL PARTNERS History No change 39,053 3,235 0.62% 0.62% 983 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 38,998 3,230 0.09% 0.09% 984 0 0.0% Q2 2026 Jul 07, 2026
DV Trading LLC History No change 38,899 3,222 0.11% 0.11% 985 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 38,838 3,217 0.47% 0.47% 986 0 0.0% Q2 2026 Jul 21, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 38,431 3,183 2.07% 2.07% 987 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 38,361 3,177 0.11% 0.11% 988 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 38,321 3,174 0.03% 0.03% 989 0 0.0% Q2 2026 Aug 03, 2026
MMBG INVESTMENT ADVISORS CO. History No change 38,045 3,151 0.25% 0.25% 990 0 0.0% Q2 2026 Aug 10, 2026
ZENITH SOLUTIONS, INC. History No change 38,038 3,151 2.86% 2.86% 991 0 0.0% Q2 2026 Aug 03, 2026
PFG Investments, LLC History No change 37,971 3,145 0.12% 0.12% 992 0 0.0% Q2 2026 Jul 23, 2026
Integrity Advisory Solutions, LLC History No change 37,704 3,123 0.32% 0.32% 993 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 37,593 3,114 0.01% 0.01% 994 0 0.0% Q2 2026 Aug 12, 2026
Zhang Financial LLC History No change 37,551 3,110 0.09% 0.09% 995 0 0.0% Q2 2026 Jul 30, 2026
Sepio Capital, LP History No change 37,419 3,099 0.16% 0.16% 996 0 0.0% Q2 2026 Jul 28, 2026
B.O.S.S. Retirement Advisors, LLC History No change 37,417 3,099 0.84% 0.84% 997 0 0.0% Q2 2026 Jul 20, 2026
Meramec Financial Planners, LLC History No change 39,591 3,062 1.12% 1.12% 998 0 0.0% Q2 2026 Jul 28, 2026
Parcion Private Wealth LLC History No change 36,902 3,056 0.17% 0.17% 999 0 0.0% Q2 2026 Jul 27, 2026
Baron Financial Group, LLC History Reduced 37,601 3,051 1.49% 1.49% 1000 -91 -0.24% Q3 2026 Oct 09, 2026
Coastal Bridge Advisors, LLC History No change 36,671 3,037 0.19% 0.19% 1001 0 0.0% Q2 2026 Aug 17, 2026
AA Financial Advisors, LLC History No change 36,652 3,036 0.37% 0.37% 1002 0 0.0% Q2 2026 Jul 17, 2026
Thrive Wealth Management, LLC History No change 36,615 3,033 0.39% 0.39% 1003 0 0.0% Q2 2026 Jul 07, 2026
Nilsine Partners, LLC History No change 36,373 3,013 0.21% 0.21% 1004 0 0.0% Q2 2026 Jul 24, 2026
Ellevest, Inc. History No change 36,385 3,010 0.35% 0.35% 1005 0 0.0% Q2 2026 Aug 10, 2026
Vilga Financial Planning LLC History Reduced 37,068 3,008 1.79% 2.4% 1006 -1,116 -2.92% Q3 2026 Oct 08, 2026
MATTERS CAPITAL LLC History No change 36,262 3,003 2.1% 2.1% 1007 0 0.0% Q2 2026 Aug 12, 2026
EIGHT 31 FINANCIAL, LLC History No change 36,233 3,001 1.78% 1.78% 1008 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 36,170 2,996 1.3% 1.3% 1009 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 36,127 2,992 0.59% 0.59% 1010 0 0.0% Q2 2026 Aug 11, 2026
BLALOCK WILLIAMS, LLC History No change 36,062 2,987 1.94% 1.94% 1011 0 0.0% Q2 2026 Aug 07, 2026
Leeward Financial Partners, LLC History No change 35,994 2,981 0.78% 0.78% 1012 0 0.0% Q2 2026 Aug 06, 2026
Gilbert Capital Group, Inc. History No change 35,724 2,959 2.07% 2.07% 1013 0 0.0% Q2 2026 Jul 13, 2026
Colonial Trust Co / SC History No change 35,683 2,956 0.37% 0.37% 1014 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 35,646 2,952 0.08% 0.08% 1015 0 0.0% Q2 2026 Jul 31, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 35,485 2,939 1.18% 1.18% 1016 0 0.0% Q2 2026 Aug 06, 2026
WealthCare Investment Partners, LLC History No change 35,391 2,931 0.71% 0.71% 1017 0 0.0% Q2 2026 Aug 10, 2026
Cypress Capital Group History No change 35,363 2,929 0.27% 0.27% 1018 0 0.0% Q2 2026 Aug 05, 2026
Clarus Wealth Advisors History No change 36,303 2,915 1.12% 1.12% 1019 0 0.0% Q2 2026 Jul 09, 2026
MYCIO WEALTH PARTNERS, LLC History No change 35,095 2,907 0.54% 0.54% 1020 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 35,075 2,905 0.58% 0.58% 1021 0 0.0% Q2 2026 Jul 22, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 35,045 2,903 2.39% 2.39% 1022 0 0.0% Q2 2026 Jul 30, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 35,008 2,900 0.17% 0.17% 1023 0 0.0% Q2 2026 Jul 31, 2026
Stokes Family Office, LLC History No change 35,010 2,900 0.34% 0.34% 1024 0 0.0% Q2 2026 Aug 11, 2026
Wealth Quarterback LLC History No change 34,993 2,898 0.89% 0.89% 1025 0 0.0% Q2 2026 Jul 27, 2026
Renasant Bank History No change 34,923 2,893 1.86% 1.86% 1026 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 34,708 2,875 1.32% 1.32% 1027 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 34,685 2,873 0.2% 0.2% 1028 0 0.0% Q2 2026 Sep 04, 2026
Chris Bulman Inc History No change 34,652 2,870 1.05% 1.05% 1029 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 34,421 2,851 0.88% 0.88% 1030 0 0.0% Q2 2026 Aug 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 34,342 2,844 1.49% 1.49% 1031 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 34,296 2,841 0.52% 0.52% 1032 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 34,208 2,833 0.06% 0.06% 1033 0 0.0% Q2 2026 Jul 28, 2026
BCS Wealth Management History No change 34,154 2,829 0.51% 0.51% 1034 0 0.0% Q2 2026 Jul 16, 2026
First Heartland Consultants, Inc. History Reduced 34,841 2,827 0.19% 0.23% 1035 -8,940 -20.42% Q3 2026 Oct 08, 2026
Essential Planning, LLC. History No change 34,102 2,825 0.8% 0.8% 1036 0 0.0% Q2 2026 Aug 03, 2026
Armor Investment Advisors, LLC History No change 33,956 2,812 0.9% 0.9% 1037 0 0.0% Q2 2026 Aug 04, 2026
Darrow Company, Inc. History No change 33,894 2,807 1.09% 1.09% 1038 0 0.0% Q2 2026 Jul 29, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 33,703 2,792 0.71% 0.71% 1039 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Group, LLC History No change 33,524 2,777 0.22% 0.22% 1040 0 0.0% Q2 2026 Aug 10, 2026
GRANVILLE CAPITAL, INC. History No change 33,507 2,775 1.24% 1.24% 1041 0 0.0% Q2 2026 Aug 11, 2026
DDFG, Inc History No change 33,447 2,770 0.55% 0.55% 1042 0 0.0% Q2 2026 Jul 28, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 33,382 2,765 0.15% 0.15% 1043 0 0.0% Q2 2026 Jul 27, 2026
Berman McAleer LLC History No change 33,298 2,758 0.32% 0.32% 1044 0 0.0% Q2 2026 Jul 16, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 33,257 2,755 1.49% 1.49% 1045 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 33,192 2,748 0.28% 0.28% 1046 0 0.0% Q2 2026 Aug 13, 2026
Charles Schwab Trust Co History No change 33,095 2,741 0.15% 0.15% 1047 0 0.0% Q2 2026 Jul 10, 2026
LPWM LLC History No change 33,003 2,733 0.61% 0.61% 1048 0 0.0% Q2 2026 Jul 24, 2026
VICTORY FINANCIAL GROUP, LLC History No change 32,968 2,731 0.29% 0.29% 1049 0 0.0% Q2 2026 Jul 28, 2026
Napier Financial, LLC History No change 32,808 2,717 0.57% 0.57% 1050 0 0.0% Q2 2026 Jul 31, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 32,678 2,706 1.53% 1.53% 1051 0 0.0% Q2 2026 Aug 10, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 33,251 2,698 0.44% 0.45% 1052 -223 -0.67% Q3 2026 Oct 08, 2026
SHUFRO ROSE & CO LLC History No change 32,469 2,689 0.15% 0.15% 1053 0 0.0% Q2 2026 Aug 12, 2026
Keystone Wealth Services, LLC History No change 32,217 2,668 0.5% 0.5% 1054 0 0.0% Q2 2026 Aug 05, 2026
Calamos Wealth Management LLC History No change 31,909 2,643 0.08% 0.08% 1055 0 0.0% Q2 2026 Jul 31, 2026
PURSUE WEALTH PARTNERS LLC History No change 31,903 2,642 1.48% 1.48% 1056 0 0.0% Q2 2026 Aug 07, 2026
High Net Worth Advisory Group LLC History No change 31,809 2,635 0.56% 0.56% 1057 0 0.0% Q2 2026 Jul 29, 2026
Yukon Wealth Management, Inc. History No change 31,692 2,625 0.75% 0.75% 1058 0 0.0% Q2 2026 Aug 14, 2026
TICINO WEALTH History No change 31,655 2,622 0.83% 0.83% 1059 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 31,559 2,613 0.18% 0.18% 1060 0 0.0% Q2 2026 Aug 13, 2026
Bahl & Gaynor LLC History No change 31,504 2,609 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 32,529 2,592 1.73% 1.73% 1062 0 0.0% Q2 2026 Aug 18, 2026
TFB Advisors LLC History No change 31,183 2,583 1.14% 1.14% 1063 0 0.0% Q2 2026 Aug 06, 2026
TFO Wealth Partners, LLC History No change 31,177 2,582 0.28% 0.28% 1064 0 0.0% Q2 2026 Aug 10, 2026
4Thought Financial Group Inc. History No change 31,074 2,574 1.21% 1.21% 1065 0 0.0% Q2 2026 Jul 28, 2026
Cove Private Wealth, LLC History No change 30,881 2,558 0.49% 0.49% 1066 0 0.0% Q2 2026 Jul 31, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 30,872 2,557 0.44% 0.44% 1067 0 0.0% Q2 2026 Aug 14, 2026
Van Cleef Asset Management,Inc History No change 30,865 2,556 0.26% 0.26% 1068 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History No change 30,827 2,553 0.08% 0.08% 1069 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 30,650 2,539 0.3% 0.3% 1070 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 30,610 2,535 0.1% 0.1% 1071 0 0.0% Q2 2026 Jul 08, 2026
Intesa Sanpaolo Wealth Management History No change 30,529 2,529 0.51% 0.51% 1072 0 0.0% Q2 2026 Jul 23, 2026
Vista Cima Wealth Management LLC History No change 30,472 2,524 1.88% 1.88% 1073 0 0.0% Q2 2026 Aug 07, 2026
Rothschild & Co Wealth Management UK Ltd History No change 30,352 2,514 0.04% 0.04% 1074 0 0.0% Q2 2026 Jul 28, 2026
Tyche Wealth Partners LLC History No change 30,354 2,514 0.35% 0.35% 1075 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 30,258 2,506 0.0% 0.0% 1076 0 0.0% Q2 2026 Aug 12, 2026
Corsicana & Co. History No change 30,193 2,501 1.21% 1.21% 1077 0 0.0% Q2 2026 Jul 24, 2026
Boyd Wealth Management, LLC History No change 29,817 2,470 0.93% 0.93% 1078 0 0.0% Q2 2026 Jul 16, 2026
EFG International AG History No change 29,763 2,465 0.05% 0.05% 1079 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History No change 29,529 2,446 0.41% 0.41% 1080 0 0.0% Q2 2026 Jul 22, 2026
Alta Wealth Advisors LLC History No change 29,519 2,445 0.66% 0.66% 1081 0 0.0% Q2 2026 Jul 30, 2026
Rollins Financial Advisors, LLC History No change 29,170 2,416 0.32% 0.32% 1082 0 0.0% Q2 2026 Aug 04, 2026
BCU Wealth Advisors, LLC History No change 29,156 2,415 0.8% 0.8% 1083 0 0.0% Q2 2026 Jul 14, 2026
Advisory Solutions Group, LLC History No change 28,944 2,397 0.81% 0.81% 1084 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 30,548 2,396 0.05% 0.05% 1085 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 28,933 2,396 0.26% 0.26% 1086 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 28,896 2,393 0.09% 0.09% 1087 0 0.0% Q2 2026 Aug 14, 2026
Clayton Financial Group LLC History No change 28,827 2,387 1.32% 1.32% 1088 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 29,325 2,384 0.23% 0.23% 1089 0 0.0% Q2 2026 Jul 14, 2026
Hudson Oak Wealth Advisory LLC History No change 28,786 2,384 1.84% 1.84% 1090 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 28,657 2,373 0.03% 0.03% 1091 0 0.0% Q2 2026 Aug 03, 2026
Scissortail Wealth Management, LLC History No change 28,485 2,359 0.45% 0.45% 1092 0 0.0% Q2 2026 Aug 05, 2026
Fortis Advisors, LLC History No change 28,417 2,354 1.1% 1.1% 1093 0 0.0% Q2 2026 Aug 13, 2026
REDW Wealth LLC History No change 28,378 2,350 0.84% 0.84% 1094 0 0.0% Q2 2026 Jul 30, 2026
Precision Wealth Strategies, LLC History No change 28,377 2,350 0.71% 0.71% 1095 0 0.0% Q2 2026 Aug 10, 2026
Procyon Advisors, LLC History No change 28,308 2,345 0.1% 0.1% 1096 0 0.0% Q2 2026 Jul 09, 2026
1900 WEALTH MANAGEMENT LLC History No change 28,046 2,323 0.13% 0.13% 1097 0 0.0% Q2 2026 Aug 04, 2026
Clarendon Private LLC History No change 28,027 2,321 1.49% 1.49% 1098 0 0.0% Q2 2026 Jul 22, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 28,597 2,320 2.19% 2.11% 1099 +3,639 14.58% Q3 2026 Oct 07, 2026
CITADEL ADVISORS LLC History No change 28,000 2,319 0.0% 0.0% 1100 0 0.0% Q2 2026 Sep 02, 2026
Carrera Capital Advisors History No change 27,971 2,317 0.34% 0.34% 1101 0 0.0% Q2 2026 Aug 03, 2026
Jordan Park Trust Co LLC History No change 27,958 2,316 1.62% 1.62% 1102 0 0.0% Q2 2026 Jul 27, 2026
Summit Place Financial Advisors, LLC History No change 27,927 2,313 1.01% 1.01% 1103 0 0.0% Q2 2026 Jul 29, 2026
Tanager Wealth Management LLP History No change 27,820 2,304 0.2% 0.2% 1104 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 27,803 2,303 0.12% 0.12% 1105 0 0.0% Q2 2026 Jul 29, 2026
Diversified Trust Co History No change 27,788 2,301 0.04% 0.04% 1106 0 0.0% Q2 2026 Jul 17, 2026
Auxano Advisors, LLC History No change 27,703 2,294 0.43% 0.43% 1107 0 0.0% Q2 2026 Aug 07, 2026
ADE, LLC History No change 27,557 2,282 0.96% 0.96% 1108 0 0.0% Q2 2026 Aug 04, 2026
Unify Financial Advisors History No change 27,529 2,280 2.11% 2.11% 1109 0 0.0% Q2 2026 Jul 21, 2026
Joel Adams & Associates, Inc. History No change 27,460 2,274 1.46% 1.46% 1110 0 0.0% Q2 2026 Aug 06, 2026
Richmond Investment Services, LLC History No change 27,427 2,272 0.72% 0.72% 1111 0 0.0% Q2 2026 Jul 27, 2026
KINTRA WEALTH, LLC History No change 27,830 2,262 0.12% 0.12% 1112 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 27,297 2,261 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 12, 2026
Aventus Investment Advisors, Inc. History Added to 27,741 2,251 1.64% 1.68% 1114 +126 0.46% Q3 2026 Oct 09, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 27,155 2,249 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 04, 2026
Providence Capital Advisors, LLC History No change 27,122 2,246 0.34% 0.34% 1116 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Management, Inc. History No change 27,122 2,246 0.69% 0.69% 1117 0 0.0% Q2 2026 Jul 15, 2026
Lloyd Advisory Services, LLC. History No change 27,045 2,240 0.87% 0.87% 1118 0 0.0% Q2 2026 Aug 07, 2026
JT Stratford LLC History No change 26,912 2,229 0.24% 0.24% 1119 0 0.0% Q2 2026 Aug 14, 2026
Crusonia Wealth Advisors LLC History No change 26,828 2,222 0.36% 0.36% 1120 0 0.0% Q2 2026 Jul 30, 2026
StoneX Group Inc. History No change 26,729 2,216 0.09% 0.09% 1121 0 0.0% Q2 2026 Aug 12, 2026
SAX WEALTH ADVISORS, LLC History No change 31,527 2,198 0.09% 0.09% 1122 0 0.0% Q2 2026 Jul 09, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 26,538 2,198 0.27% 0.27% 1123 0 0.0% Q2 2026 Aug 13, 2026
Variant Private Wealth, LLC History No change 26,490 2,194 2.47% 2.47% 1124 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 26,392 2,186 0.08% 0.08% 1125 0 0.0% Q2 2026 Aug 17, 2026
MKD WEALTH COACHES, LLC History Reduced 26,877 2,181 1.8% 1.91% 1126 -69 -0.26% Q3 2026 Oct 08, 2026
Williams Jones Wealth Management, LLC. History No change 26,337 2,181 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 05, 2026
Cyndeo Wealth Partners, LLC History No change 26,276 2,176 0.1% 0.1% 1128 0 0.0% Q2 2026 Jul 21, 2026
Clear Retirement Advice LLC History No change 26,217 2,171 1.49% 1.49% 1129 0 0.0% Q2 2026 Jul 15, 2026
Heritage Trust Co History No change 26,205 2,170 0.19% 0.19% 1130 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 26,108 2,162 0.11% 0.11% 1131 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 26,070 2,159 0.23% 0.23% 1132 0 0.0% Q2 2026 Jul 15, 2026
Keystone Global Partners, LLC History No change 26,032 2,156 0.81% 0.81% 1133 0 0.0% Q2 2026 Jul 16, 2026
SELDON CAPITAL LP History No change 26,019 2,155 0.67% 0.67% 1134 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 25,907 2,146 0.34% 0.34% 1135 0 0.0% Q2 2026 Jul 28, 2026
CAPE ANN SAVINGS BANK History No change 25,875 2,143 1.01% 1.01% 1136 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 25,865 2,142 0.07% 0.07% 1137 0 0.0% Q2 2026 Jul 09, 2026
SC&H Financial Advisors, Inc. History No change 25,738 2,132 0.28% 0.28% 1138 0 0.0% Q2 2026 Aug 04, 2026
Asset Allocation Strategies LLC History No change 25,674 2,126 0.33% 0.33% 1139 0 0.0% Q2 2026 Aug 17, 2026
VANGUARD ADVISERS INC History No change 25,629 2,123 0.01% 0.01% 1140 0 0.0% Q2 2026 Aug 13, 2026
JMG Financial Group, Ltd. History No change 25,599 2,120 0.05% 0.05% 1141 0 0.0% Q2 2026 Jul 31, 2026
Larson Financial Group LLC History No change 25,573 2,118 0.06% 0.06% 1142 0 0.0% Q2 2026 Aug 14, 2026
Darden Wealth Group Inc History No change 25,523 2,114 0.84% 0.84% 1143 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 25,435 2,107 0.06% 0.06% 1144 0 0.0% Q2 2026 Aug 11, 2026
Fire Capital Management LLC History No change 25,343 2,099 0.85% 0.85% 1145 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Planning, Inc. History No change 25,335 2,098 1.1% 1.1% 1146 0 0.0% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 25,252 2,091 0.35% 0.35% 1147 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 25,183 2,086 0.1% 0.1% 1148 0 0.0% Q2 2026 Jul 31, 2026
Frank, Rimerman Advisors LLC History No change 25,140 2,082 0.12% 0.12% 1149 0 0.0% Q2 2026 Jul 27, 2026
ONE Advisory Partners, LLC History No change 25,099 2,079 0.57% 0.57% 1150 0 0.0% Q2 2026 Jul 21, 2026
Sanchez Gaunt Capital Management, LLC History No change 24,936 2,065 1.15% 1.15% 1151 0 0.0% Q2 2026 Aug 14, 2026
Sherman Wealth Management LLC History No change 24,925 2,064 1.55% 1.55% 1152 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 24,843 2,057 0.54% 0.54% 1153 0 0.0% Q2 2026 Jul 28, 2026
B&D White Capital Company, LLC History No change 24,835 2,057 0.2% 0.2% 1154 0 0.0% Q2 2026 Jul 31, 2026
CWA Asset Management Group, LLC History No change 24,777 2,052 0.06% 0.06% 1155 0 0.0% Q2 2026 Jul 14, 2026
Kathmere Capital Management, LLC History No change 24,691 2,045 0.11% 0.11% 1156 0 0.0% Q2 2026 Jul 29, 2026
Trueblood Wealth Management, LLC History No change 24,668 2,043 0.71% 0.71% 1157 0 0.0% Q2 2026 Jul 27, 2026
Serenity Investment Advisors History No change 25,049 2,043 0.87% 0.87% 1158 0 0.0% Q2 2026 Aug 24, 2026
Linscomb Wealth, Inc. History No change 24,494 2,029 0.09% 0.09% 1159 0 0.0% Q2 2026 Jul 31, 2026
Quartz Partners, LLC History No change 24,489 2,028 0.66% 0.66% 1160 0 0.0% Q2 2026 Aug 10, 2026
W ADVISORS, LLC History No change 24,483 2,028 0.92% 0.92% 1161 0 0.0% Q2 2026 Jul 31, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 24,455 2,025 0.62% 0.62% 1162 0 0.0% Q2 2026 Jul 29, 2026
Geometric Wealth Advisors History No change 24,400 2,021 0.22% 0.22% 1163 0 0.0% Q2 2026 Aug 11, 2026
American State Bank (Iowa) History No change 24,392 2,020 0.82% 0.82% 1164 0 0.0% Q2 2026 Jul 09, 2026
CONTINENTAL ADVISORS LLC History No change 24,300 2,013 0.85% 0.85% 1165 0 0.0% Q2 2026 Jul 27, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 24,212 2,005 0.38% 0.38% 1166 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 24,157 2,001 0.08% 0.08% 1167 0 0.0% Q2 2026 Jul 22, 2026
Root Financial Partners, LLC History No change 24,098 1,996 0.08% 0.08% 1168 0 0.0% Q2 2026 Jul 29, 2026
Tolleson Wealth Management, Inc. History No change 24,092 1,995 0.27% 0.27% 1169 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 24,052 1,992 0.64% 0.64% 1170 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 24,001 1,988 0.13% 0.13% 1171 0 0.0% Q2 2026 Jul 21, 2026
GARRISON POINT ADVISORS, LLC History No change 24,006 1,988 0.81% 0.81% 1172 0 0.0% Q2 2026 Jul 31, 2026
LGL PARTNERS, LLC History No change 23,972 1,985 0.73% 0.73% 1173 0 0.0% Q2 2026 Jul 27, 2026
J.M. Arbour, LLC History No change 23,915 1,981 1.71% 1.71% 1174 0 0.0% Q2 2026 Aug 14, 2026
K2 Financial Inc. History No change 24,149 1,980 1.4% 1.4% 1175 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 23,858 1,976 0.05% 0.05% 1176 0 0.0% Q2 2026 Jul 14, 2026
Accelerate Investment Advisors LLC History No change 23,765 1,968 1.13% 1.13% 1177 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Wealth, LLC History No change 23,743 1,966 0.36% 0.36% 1178 0 0.0% Q2 2026 Aug 06, 2026
Well Done, LLC History No change 23,721 1,965 0.26% 0.26% 1179 0 0.0% Q2 2026 Jul 24, 2026
Garde Capital, Inc. History No change 23,682 1,961 0.09% 0.09% 1180 0 0.0% Q2 2026 Jul 31, 2026
MSH Capital Advisors LLC History No change 23,559 1,951 0.34% 0.34% 1181 0 0.0% Q2 2026 Aug 10, 2026
Advocacy Wealth Management, LLC History No change 23,495 1,946 0.07% 0.07% 1182 0 0.0% Q2 2026 Jul 29, 2026
Heritage Family Offices, LLP History No change 23,484 1,945 0.75% 0.75% 1183 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 23,484 1,945 0.75% 0.75% 1184 0 0.0% Q2 2026 Jul 06, 2026
FF Advisors,LLC History No change 23,426 1,940 0.73% 0.73% 1185 0 0.0% Q2 2026 Jul 29, 2026
IFC Advisors LLC History No change 23,384 1,937 0.25% 0.25% 1186 0 0.0% Q2 2026 Aug 05, 2026
REGIMEN WEALTH, LLC History No change 23,136 1,928 0.52% 0.52% 1187 0 0.0% Q2 2026 Aug 05, 2026
Argent Advisors, Inc. History No change 23,246 1,925 0.48% 0.48% 1188 0 0.0% Q2 2026 Aug 05, 2026
Evercore Wealth Management, LLC History No change 23,238 1,925 0.03% 0.03% 1189 0 0.0% Q2 2026 Aug 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 23,233 1,924 0.14% 0.14% 1190 0 0.0% Q2 2026 Jul 28, 2026
BlueSky Wealth Advisors, LLC History No change 23,162 1,918 0.22% 0.22% 1191 0 0.0% Q2 2026 Jul 28, 2026
MainStreet Investment Advisors LLC History No change 22,967 1,902 0.26% 0.26% 1192 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 23,434 1,901 0.18% 0.17% 1193 -234 -0.99% Q3 2026 Oct 01, 2026
KPP Advisory Services LLC History No change 22,866 1,894 0.24% 0.24% 1194 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 22,689 1,879 0.45% 0.45% 1195 0 0.0% Q2 2026 Jul 21, 2026
Centerline Wealth Advisors, LLC History No change 22,644 1,875 0.59% 0.59% 1196 0 0.0% Q2 2026 Jul 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 22,564 1,873 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 22,609 1,872 0.23% 0.23% 1198 0 0.0% Q2 2026 Jul 15, 2026
Pine Valley Investments Ltd Liability Co History No change 22,517 1,865 0.07% 0.07% 1199 0 0.0% Q2 2026 Jul 24, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 22,909 1,859 0.15% 0.16% 1200 -608 -2.59% Q3 2026 Oct 06, 2026
Sensible Money, LLC History No change 22,419 1,857 0.49% 0.49% 1201 0 0.0% Q2 2026 Jul 30, 2026
RiverGlades Family Offices LLC History No change 22,401 1,855 0.85% 0.85% 1202 0 0.0% Q2 2026 Aug 10, 2026
PUREfi Wealth, LLC History No change 22,347 1,851 1.02% 1.02% 1203 0 0.0% Q2 2026 Jul 27, 2026
Two West Capital Advisors LLC History No change 23,959 1,849 0.92% 0.92% 1204 0 0.0% Q2 2026 Jul 22, 2026
Payne Capital LLC History No change 22,320 1,848 1.54% 1.54% 1205 0 0.0% Q2 2026 Aug 11, 2026
Sovereign Financial Group, Inc. History No change 22,259 1,843 0.28% 0.28% 1206 0 0.0% Q2 2026 Jul 24, 2026
TRUE Private Wealth Advisors History No change 22,180 1,837 0.16% 0.16% 1207 0 0.0% Q2 2026 Jul 23, 2026
UNIQUE WEALTH, LLC History No change 21,958 1,819 0.21% 0.21% 1208 0 0.0% Q2 2026 Jul 21, 2026
Arcadia Wealth Management, LLC History No change 21,893 1,813 0.57% 0.57% 1209 0 0.0% Q2 2026 Jul 20, 2026
Centennial Bank/AR/ History No change 21,870 1,811 0.58% 0.58% 1210 0 0.0% Q2 2026 Aug 10, 2026
Friday Financial History Added to 22,220 1,804 0.36% 0.45% 1211 +1,114 5.28% Q3 2026 Oct 09, 2026
AXA S.A. History No change 21,600 1,802 1.96% 1.96% 1212 0 0.0% Q2 2026 Aug 14, 2026
Finley Financial, LLC History No change 21,706 1,798 0.72% 0.72% 1213 0 0.0% Q2 2026 Jul 08, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 21,957 1,794 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 13, 2026
Madison Wealth Partners, Inc History No change 21,637 1,792 0.23% 0.23% 1215 0 0.0% Q2 2026 Aug 12, 2026
Lauterbach Financial Advisors, LLC History No change 21,584 1,788 0.77% 0.77% 1216 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 21,575 1,787 0.15% 0.15% 1217 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 21,453 1,777 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 03, 2026
Quest 10 Wealth Builders, Inc. History No change 21,405 1,773 1.38% 1.38% 1219 0 0.0% Q2 2026 Jul 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 21,357 1,769 0.01% 0.01% 1220 0 0.0% Q2 2026 Jul 23, 2026
Vantus Wealth LLC History No change 21,351 1,768 0.95% 0.95% 1221 0 0.0% Q2 2026 Aug 07, 2026
Vann Equity Management LLC History Added to 21,693 1,760 1.05% 1.09% 1222 +89 0.41% Q3 2026 Oct 07, 2026
GeoWealth Management, LLC History No change 21,239 1,759 0.06% 0.06% 1223 0 0.0% Q2 2026 Jul 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 21,224 1,758 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 14, 2026
Warwick Investment Management, Inc. History No change 21,164 1,753 0.2% 0.2% 1225 0 0.0% Q2 2026 Jul 31, 2026
Occidental Asset Management, LLC History No change 21,118 1,749 0.17% 0.17% 1226 0 0.0% Q2 2026 Aug 07, 2026
International Private Wealth Advisors LLC History No change 21,107 1,748 0.9% 0.9% 1227 0 0.0% Q2 2026 Aug 07, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 20,919 1,732 0.02% 0.02% 1228 0 0.0% Q2 2026 Aug 10, 2026
Orcam Financial Group History No change 20,912 1,732 0.85% 0.85% 1229 0 0.0% Q2 2026 Aug 13, 2026
Aletheian Wealth Advisors LLC History Added to 21,335 1,731 0.7% 0.73% 1230 +671 3.25% Q3 2026 Oct 08, 2026
BAILARD, INC. History No change 20,868 1,728 0.04% 0.04% 1231 0 0.0% Q2 2026 Jul 30, 2026
Rubicon Advisors, GP History No change 20,870 1,728 1.26% 1.26% 1232 0 0.0% Q2 2026 Jul 29, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 20,851 1,727 0.45% 0.45% 1233 0 0.0% Q2 2026 Jul 13, 2026
Squire Investment Management Company, LLC History No change 20,841 1,726 0.42% 0.42% 1234 0 0.0% Q2 2026 Jul 28, 2026
Buck Wealth Strategies, LLC History No change 20,796 1,722 0.18% 0.18% 1235 0 0.0% Q2 2026 Jul 30, 2026
Evanson Financial, LLC History No change 20,685 1,713 0.08% 0.08% 1236 0 0.0% Q2 2026 Jul 07, 2026
Nolet Wealth Management, LLC History No change 20,535 1,701 0.94% 0.94% 1237 0 0.0% Q2 2026 Jul 10, 2026
NTV ASSET MANAGEMENT LLC History No change 20,470 1,695 0.17% 0.17% 1238 0 0.0% Q2 2026 Aug 05, 2026
Bigelow Investment Advisors, LLC History No change 20,456 1,694 0.61% 0.61% 1239 0 0.0% Q2 2026 Jul 30, 2026
MONTAG A & ASSOCIATES INC History No change 20,377 1,688 0.07% 0.07% 1240 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 20,927 1,688 0.1% 0.1% 1241 0 0.0% Q2 2026 Jul 22, 2026
Bison Wealth, LLC History No change 20,587 1,688 0.15% 0.15% 1242 0 0.0% Q2 2026 Jul 07, 2026
Hopwood Nicholas Hunter History No change 20,195 1,672 0.46% 0.46% 1243 0 0.0% Q2 2026 Aug 14, 2026
DOLIVER ADVISORS, LP History Reduced 20,584 1,670 0.36% 0.39% 1244 -209 -1.01% Q3 2026 Oct 01, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 20,143 1,668 0.34% 0.34% 1245 0 0.0% Q2 2026 Jul 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 20,136 1,668 0.11% 0.11% 1246 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 20,126 1,667 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 13, 2026
Waldron Private Wealth LLC History No change 20,027 1,659 0.06% 0.06% 1248 0 0.0% Q2 2026 Jul 20, 2026
Blankinship & Foster, LLC History No change 19,839 1,643 0.33% 0.33% 1249 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 19,741 1,635 0.06% 0.06% 1250 0 0.0% Q2 2026 Aug 07, 2026
CogentBlue Wealth Advisors, LLC History Reduced 20,082 1,629 1.51% 0.99% 1251 -717 -3.45% Q3 2026 Oct 09, 2026
Advisors Capital Management, LLC History No change 19,627 1,625 0.02% 0.02% 1252 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History No change 19,472 1,613 0.02% 0.02% 1253 0 0.0% Q2 2026 Jul 29, 2026
Atwater Malick LLC History No change 19,406 1,607 0.35% 0.35% 1254 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 19,281 1,597 0.1% 0.1% 1255 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 19,220 1,592 0.05% 0.05% 1256 0 0.0% Q2 2026 Jul 31, 2026
Belleair Asset Management, LLC History No change 19,208 1,591 1.34% 1.34% 1257 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 18,965 1,571 0.06% 0.06% 1258 0 0.0% Q2 2026 Aug 05, 2026
Family Investment Center, Inc. History No change 18,966 1,571 0.26% 0.26% 1259 0 0.0% Q2 2026 Jul 23, 2026
Upper Left Wealth Management, LLC History No change 18,955 1,570 0.87% 0.87% 1260 0 0.0% Q2 2026 Jul 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 18,921 1,567 0.44% 0.44% 1261 0 0.0% Q2 2026 Jul 17, 2026
NWF Advisory Services Inc. History No change 18,825 1,559 0.15% 0.15% 1262 0 0.0% Q2 2026 Jul 29, 2026
Riverwater Partners LLC History No change 18,799 1,557 0.46% 0.46% 1263 0 0.0% Q2 2026 Aug 14, 2026
Arvest Bank Trust Division History No change 18,777 1,555 0.08% 0.08% 1264 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 18,690 1,548 0.53% 0.53% 1265 0 0.0% Q2 2026 Jul 23, 2026
Tillman Hartley LLC History No change 18,470 1,530 0.34% 0.34% 1266 0 0.0% Q2 2026 Aug 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 18,291 1,515 0.15% 0.15% 1267 0 0.0% Q2 2026 Aug 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 18,244 1,511 0.03% 0.03% 1268 0 0.0% Q2 2026 Aug 13, 2026
Stelac Advisory Services LLC History No change 18,219 1,509 0.28% 0.28% 1269 0 0.0% Q2 2026 Aug 10, 2026
Cassilly Financial Group LLC History Added to 18,529 1,503 1.01% 0.58% 1271 +8,883 92.09% Q3 2026 Oct 07, 2026
Goldstein Advisors, LLC History No change 18,153 1,503 0.14% 0.14% 1270 0 0.0% Q2 2026 Jul 20, 2026
Abacus Planning Group, Inc. History No change 18,141 1,502 0.19% 0.19% 1272 0 0.0% Q2 2026 Jul 20, 2026
MEYER HANDELMAN CO History No change 18,074 1,497 0.04% 0.04% 1273 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 18,048 1,495 0.06% 0.06% 1274 0 0.0% Q2 2026 Jul 22, 2026
IMA Advisory Services, Inc. History No change 18,037 1,494 0.09% 0.09% 1275 0 0.0% Q2 2026 Aug 10, 2026
Investor's Fiduciary Advisor Network, LLC History No change 18,002 1,491 0.51% 0.51% 1276 0 0.0% Q2 2026 Aug 13, 2026
Fragasso Financial Advisors Inc History No change 17,946 1,486 0.08% 0.08% 1277 0 0.0% Q2 2026 Jul 09, 2026
Viewpoint Capital Management LLC History No change 17,849 1,478 0.75% 0.75% 1278 0 0.0% Q2 2026 Aug 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 17,838 1,477 0.54% 0.54% 1279 0 0.0% Q2 2026 Aug 07, 2026
Veracity Capital LLC History Reduced 18,189 1,476 0.4% 0.43% 1280 -889 -4.66% Q3 2026 Oct 08, 2026
LVZ, Inc. History No change 17,770 1,472 0.15% 0.15% 1281 0 0.0% Q2 2026 Jul 09, 2026
Soltis Investment Advisors LLC History No change 17,773 1,472 0.08% 0.08% 1282 0 0.0% Q2 2026 Jul 31, 2026
DARA CAPITAL US, INC. History No change 17,770 1,472 1.01% 1.01% 1283 0 0.0% Q2 2026 Jul 23, 2026
Old Mission Investment Co LLC History No change 17,668 1,463 0.3% 0.3% 1284 0 0.0% Q2 2026 Aug 14, 2026
Palisade Asset Management, LLC History No change 17,604 1,458 0.13% 0.13% 1285 0 0.0% Q2 2026 Jul 20, 2026
CGN Advisors LLC History No change 17,580 1,456 0.11% 0.11% 1286 0 0.0% Q2 2026 Jul 06, 2026
Barnes Wealth Management Group, Inc History No change 17,487 1,448 0.67% 0.67% 1287 0 0.0% Q2 2026 Jul 24, 2026
CX Institutional History Added to 17,779 1,443 0.04% 0.04% 1288 +270 1.54% Q3 2026 Oct 02, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 17,300 1,433 0.14% 0.14% 1289 0 0.0% Q2 2026 Jul 22, 2026
PFG Advisors History No change 17,291 1,432 0.07% 0.07% 1290 0 0.0% Q2 2026 Jul 16, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 17,591 1,427 0.33% 0.32% 1292 +1,636 10.25% Q3 2026 Oct 06, 2026
Roundview Capital LLC History No change 17,236 1,427 0.08% 0.08% 1291 0 0.0% Q2 2026 Jul 30, 2026
Cohen Capital Management, Inc. History No change 17,220 1,426 0.19% 0.19% 1293 0 0.0% Q2 2026 Jul 07, 2026
Arrowroot Family Office, LLC History No change 17,191 1,424 0.41% 0.41% 1294 0 0.0% Q2 2026 Aug 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 17,100 1,416 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 17,093 1,415 0.18% 0.18% 1296 0 0.0% Q2 2026 Aug 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 17,082 1,415 0.27% 0.27% 1297 0 0.0% Q2 2026 Aug 06, 2026
Essex Bank History No change 17,063 1,413 0.31% 0.31% 1298 0 0.0% Q2 2026 Jul 23, 2026
American Trust History No change 17,032 1,410 0.11% 0.11% 1299 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 16,975 1,406 0.01% 0.01% 1300 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 16,938 1,403 0.06% 0.06% 1301 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 16,889 1,399 0.09% 0.09% 1302 0 0.0% Q2 2026 Aug 12, 2026
Ballast Rock Private Wealth LLC History No change 16,721 1,385 0.64% 0.64% 1303 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 16,715 1,384 0.16% 0.16% 1304 0 0.0% Q2 2026 Jul 27, 2026
GWN SECURITIES INC. History No change 16,685 1,382 0.23% 0.23% 1305 0 0.0% Q2 2026 Aug 05, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 16,688 1,382 0.49% 0.49% 1306 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors, Ltd. LLC History No change 16,665 1,381 0.14% 0.14% 1307 0 0.0% Q2 2026 Jul 16, 2026
Aspen Investment Management Inc History No change 16,606 1,376 0.37% 0.37% 1308 0 0.0% Q2 2026 Jul 17, 2026
Aspire Growth Partners LLC History No change 16,607 1,375 0.8% 0.8% 1309 0 0.0% Q2 2026 Jul 29, 2026
Montecito Bank & Trust History Added to 16,936 1,374 0.21% 0.21% 1310 +277 1.66% Q3 2026 Oct 01, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 16,593 1,374 1.79% 1.79% 1311 0 0.0% Q2 2026 Aug 13, 2026
Tudor Financial Inc. History No change 16,476 1,364 0.61% 0.61% 1312 0 0.0% Q2 2026 Aug 10, 2026
EHRLICH FINANCIAL GROUP History No change 16,440 1,361 0.7% 0.7% 1313 0 0.0% Q2 2026 Jul 09, 2026
17 CAPITAL PARTNERS, LLC History No change 16,401 1,358 0.61% 0.61% 1314 0 0.0% Q2 2026 Aug 06, 2026
Conservest Capital Advisors, Inc. History No change 16,309 1,351 0.11% 0.11% 1315 0 0.0% Q2 2026 Jul 22, 2026
ARWA LLC History No change 17,300 1,351 0.56% 0.56% 1316 0 0.0% Q2 2026 Jul 24, 2026
Visionary Wealth Advisors History No change 16,297 1,350 0.05% 0.05% 1317 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 16,308 1,350 0.03% 0.03% 1318 0 0.0% Q2 2026 Aug 14, 2026
William Howard & Co Financial Advisors Inc History No change 16,267 1,347 1.05% 1.05% 1319 0 0.0% Q2 2026 Jul 09, 2026
Mosley Wealth Management History No change 16,232 1,344 0.43% 0.43% 1320 0 0.0% Q2 2026 Jul 23, 2026
Cooper Financial Group History Reduced 16,532 1,341 0.11% 0.11% 1321 -173 -1.04% Q3 2026 Oct 07, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 16,170 1,339 0.53% 0.53% 1322 0 0.0% Q2 2026 Jul 20, 2026
New Republic Capital, LLC History No change 16,121 1,335 0.31% 0.31% 1323 0 0.0% Q2 2026 Jul 31, 2026
Greenline Partners, LLC History No change 16,030 1,327 0.13% 0.13% 1324 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 16,009 1,326 0.08% 0.08% 1325 0 0.0% Q2 2026 Jul 23, 2026
VERITY Wealth Advisors History No change 15,912 1,318 0.8% 0.8% 1326 0 0.0% Q2 2026 Jul 16, 2026
Noble Wealth Partners LLC History No change 15,902 1,317 1.14% 1.14% 1327 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Reduced 16,226 1,316 0.1% 0.13% 1328 -5,768 -26.23% Q3 2026 Oct 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 15,878 1,315 0.68% 0.68% 1329 0 0.0% Q2 2026 Jul 28, 2026
C2C Wealth Management, LLC History No change 15,865 1,314 1.03% 1.03% 1330 0 0.0% Q2 2026 Jul 09, 2026
HORAN Wealth, LLC History No change 15,828 1,311 0.16% 0.16% 1331 0 0.0% Q2 2026 Aug 26, 2026
VISTA INVESTMENT MANAGEMENT History No change 15,800 1,308 0.39% 0.39% 1332 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC History Reduced 16,111 1,307 0.1% 2.28% 1333 -346,203 -95.55% Q3 2026 Oct 01, 2026
Lee Financial Co History No change 15,746 1,304 0.17% 0.17% 1334 0 0.0% Q2 2026 Jul 22, 2026
Legacy Wealth Partners, LLC History No change 15,742 1,304 0.29% 0.29% 1335 0 0.0% Q2 2026 Jul 22, 2026
Investment Research & Advisory Group, Inc. History No change 15,732 1,303 0.4% 0.4% 1336 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 15,658 1,297 0.03% 0.03% 1337 0 0.0% Q2 2026 Aug 12, 2026
Values Added Financial LLC History No change 15,666 1,297 0.47% 0.47% 1338 0 0.0% Q2 2026 Jul 27, 2026
Clearwater Capital Advisors, LLC History No change 15,651 1,296 0.09% 0.09% 1339 0 0.0% Q2 2026 Aug 06, 2026
Amplius Wealth Advisors, LLC History No change 15,641 1,295 0.09% 0.09% 1340 0 0.0% Q2 2026 Jul 17, 2026
Talisman Wealth Advisors LLC History No change 15,525 1,286 0.96% 0.96% 1341 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 15,469 1,281 0.09% 0.09% 1342 0 0.0% Q2 2026 Jul 20, 2026
Northwest Bancshares, Inc. History No change 15,461 1,280 0.23% 0.23% 1343 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 15,430 1,278 0.08% 0.08% 1344 0 0.0% Q2 2026 Aug 14, 2026
BAKER BOYER NATIONAL BANK History No change 15,403 1,275 0.35% 0.35% 1345 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 15,381 1,274 0.14% 0.14% 1346 0 0.0% Q2 2026 Jul 13, 2026
BigSur Wealth Management LLC History No change 15,365 1,272 0.31% 0.31% 1347 0 0.0% Q2 2026 Jul 14, 2026
PCA Investment Advisory Services Inc. History No change 15,309 1,268 0.35% 0.35% 1348 0 0.0% Q2 2026 Jul 27, 2026
TAGStone Capital, Inc. History No change 15,283 1,266 0.4% 0.4% 1349 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 15,273 1,265 0.05% 0.05% 1350 0 0.0% Q2 2026 Jul 02, 2026
CIDEL ASSET MANAGEMENT INC History No change 15,235 1,262 0.06% 0.06% 1351 0 0.0% Q2 2026 Jul 17, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 15,154 1,255 0.32% 0.32% 1352 0 0.0% Q2 2026 Aug 07, 2026
Confluence Wealth Services, Inc. History No change 15,143 1,253 0.04% 0.04% 1353 0 0.0% Q2 2026 Jul 22, 2026
Tranquilli Financial Advisor LLC History No change 15,101 1,250 0.67% 0.67% 1354 0 0.0% Q2 2026 Aug 07, 2026
Atlas Legacy Advisors, LLC History No change 15,085 1,249 0.18% 0.18% 1355 0 0.0% Q2 2026 Jul 31, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 15,068 1,248 0.16% 0.16% 1356 0 0.0% Q2 2026 Jul 21, 2026
Meridian Financial Advisors, LLC History No change 14,959 1,239 0.6% 0.6% 1357 0 0.0% Q2 2026 Jul 22, 2026
Daybright Advisory Services, Inc. History No change 15,958 1,238 0.3% 0.3% 1358 0 0.0% Q2 2026 Aug 04, 2026
Vantage Point Financial LLC History No change 14,816 1,227 0.37% 0.37% 1359 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 14,697 1,217 0.07% 0.07% 1360 0 0.0% Q2 2026 Aug 11, 2026
Highview Capital Management LLC/DE/ History No change 14,685 1,216 0.35% 0.35% 1361 0 0.0% Q2 2026 Aug 11, 2026
LexAurum Advisors, LLC History No change 14,660 1,214 0.14% 0.14% 1362 0 0.0% Q2 2026 Jul 15, 2026
Everhart Financial Group, Inc. History Reduced 14,948 1,213 0.07% 0.08% 1363 -499 -3.23% Q3 2026 Oct 08, 2026
LJI Wealth Management, LLC History No change 14,634 1,212 0.17% 0.17% 1364 0 0.0% Q2 2026 Jul 31, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 14,619 1,211 0.25% 0.25% 1365 0 0.0% Q2 2026 Jul 17, 2026
Strategic Financial Services, Inc. History No change 14,608 1,210 0.05% 0.05% 1366 0 0.0% Q2 2026 Aug 24, 2026
Kondo Wealth Advisors, Inc. History No change 14,605 1,209 0.4% 0.4% 1367 0 0.0% Q2 2026 Jul 21, 2026
Solstein Capital, LLC History No change 14,580 1,207 0.41% 0.41% 1368 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 14,557 1,205 0.03% 0.03% 1369 0 0.0% Q2 2026 Aug 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 14,815 1,202 0.1% 0.11% 1370 -1,102 -6.92% Q3 2026 Oct 07, 2026
Five Oceans Advisors History No change 14,520 1,202 0.39% 0.39% 1371 0 0.0% Q2 2026 Jul 15, 2026
Asempa Wealth Advisors History Added to 14,799 1,201 0.92% 0.91% 1373 +6 0.04% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 14,502 1,201 0.07% 0.07% 1372 0 0.0% Q2 2026 Aug 10, 2026
Arsenal Capital Advisors LLC History No change 14,378 1,191 0.7% 0.7% 1374 0 0.0% Q2 2026 Aug 11, 2026
Cordgrass Capital Advisors, LLC History No change 14,369 1,190 0.44% 0.44% 1375 0 0.0% Q2 2026 Aug 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 14,346 1,188 0.42% 0.42% 1376 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 14,321 1,186 0.06% 0.06% 1377 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Wealth Partners, LLC History No change 14,272 1,182 0.65% 0.65% 1378 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 14,612 1,178 0.0% 0.0% 1379 0 0.0% Q2 2026 Jul 27, 2026
Van Diest Capital, LLC History No change 14,215 1,177 1.05% 1.05% 1380 0 0.0% Q2 2026 Aug 04, 2026
NORTHLAND SECURITIES, INC. History No change 14,199 1,176 0.69% 0.69% 1381 0 0.0% Q2 2026 Aug 04, 2026
Professional Financial Advisors, LLC History No change 14,055 1,164 0.2% 0.2% 1382 0 0.0% Q2 2026 Jul 09, 2026
Investment Research Partners LLC History No change 14,055 1,164 0.39% 0.39% 1383 0 0.0% Q2 2026 Aug 04, 2026
INVESTED ADVISORS History No change 14,058 1,164 1.03% 1.03% 1384 0 0.0% Q2 2026 Aug 04, 2026
AGF MANAGEMENT LTD History No change 13,970 1,157 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 10, 2026
Hills Bank & Trust Co History No change 13,960 1,156 0.05% 0.05% 1386 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 13,951 1,155 0.92% 0.92% 1387 0 0.0% Q2 2026 Jul 15, 2026
WAYSTONE ADVISORS LLC History No change 13,917 1,152 0.86% 0.86% 1388 0 0.0% Q2 2026 Jul 16, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC History No change 13,905 1,151 3.35% 3.35% 1389 0 0.0% Q2 2026 Jul 30, 2026
Comprehensive Money Management Services LLC History No change 13,855 1,147 0.72% 0.72% 1390 0 0.0% Q2 2026 Aug 14, 2026
Cassady Wealth & Retirement Planning, LLC History No change 13,856 1,147 0.53% 0.53% 1391 0 0.0% Q2 2026 Jul 24, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 13,800 1,143 0.81% 0.81% 1392 0 0.0% Q2 2026 Aug 10, 2026
Aurdan Capital Management, LLC History No change 13,759 1,139 0.29% 0.29% 1393 0 0.0% Q2 2026 Jul 15, 2026
ASL Financial, LLC History No change 13,749 1,138 0.8% 0.8% 1394 0 0.0% Q2 2026 Jul 21, 2026
BOK Financial Private Wealth, Inc. History No change 13,719 1,136 0.06% 0.06% 1395 0 0.0% Q2 2026 Aug 07, 2026
National Wealth Management Group, LLC History No change 13,715 1,136 0.35% 0.35% 1396 0 0.0% Q2 2026 Jul 14, 2026
REAP Financial Group, LLC History No change 13,714 1,136 0.19% 0.19% 1397 0 0.0% Q2 2026 Aug 04, 2026
Latitude Advisors, LLC History No change 13,692 1,134 0.45% 0.45% 1398 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 13,665 1,131 0.14% 0.14% 1399 0 0.0% Q2 2026 Jul 14, 2026
Manchester Capital Management LLC History No change 13,647 1,130 0.15% 0.15% 1400 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 13,648 1,130 0.39% 0.39% 1401 0 0.0% Q2 2026 Aug 17, 2026
Key FInancial Inc History No change 13,586 1,125 0.18% 0.18% 1402 0 0.0% Q2 2026 Jul 24, 2026
DAVIDSON TRUST CO History Added to 13,848 1,123 0.44% 0.43% 1403 +440 3.28% Q3 2026 Oct 09, 2026
TruNorth Capital Management, LLC History No change 13,535 1,121 0.18% 0.18% 1404 0 0.0% Q2 2026 Jul 23, 2026
Navigation Group, LLC History No change 13,521 1,120 0.22% 0.22% 1405 0 0.0% Q2 2026 Jul 29, 2026
Owl Creek Wealth Partners LLC History No change 13,526 1,120 0.33% 0.33% 1406 0 0.0% Q2 2026 Jul 20, 2026
Ameraudi Asset Management, Inc. History No change 13,506 1,118 0.51% 0.51% 1407 0 0.0% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History No change 13,370 1,107 0.0% 0.0% 1408 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 13,361 1,106 0.08% 0.08% 1409 0 0.0% Q2 2026 Jul 23, 2026
CERTUITY, LLC History No change 13,212 1,094 0.05% 0.05% 1410 0 0.0% Q2 2026 Jul 28, 2026
Moss Adams Wealth Advisors LLC History No change 13,170 1,091 0.07% 0.07% 1411 0 0.0% Q2 2026 Jul 27, 2026
Avantra Family Wealth, Inc. History No change 13,164 1,090 0.7% 0.7% 1412 0 0.0% Q2 2026 Jul 29, 2026
Bienville Capital Management, LLC History No change 13,117 1,086 0.14% 0.14% 1413 0 0.0% Q2 2026 Aug 13, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 13,114 1,086 0.37% 0.37% 1414 0 0.0% Q2 2026 Jul 09, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 13,290 1,078 0.73% 0.76% 1415 +42 0.32% Q3 2026 Oct 09, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 13,012 1,077 0.14% 0.14% 1416 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 12,992 1,076 0.06% 0.06% 1417 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 12,985 1,075 0.01% 0.01% 1418 0 0.0% Q2 2026 Aug 13, 2026
Shade Tree Advisors LLC History No change 12,943 1,072 0.62% 0.62% 1419 0 0.0% Q2 2026 Aug 04, 2026
Cherry Tree Wealth Management, LLC History No change 12,940 1,071 0.2% 0.2% 1420 0 0.0% Q2 2026 Sep 15, 2026
Fourth Dimension Wealth, LLC History No change 12,919 1,070 0.34% 0.34% 1421 0 0.0% Q2 2026 Jul 31, 2026
FLAGSTAR SECURITIES, INC History No change 12,913 1,069 0.32% 0.32% 1422 0 0.0% Q2 2026 Jul 15, 2026
Strategic Advocates LLC History No change 12,873 1,066 4.13% 4.13% 1423 0 0.0% Q2 2026 Aug 13, 2026
Aspire Private Capital, LLC History No change 12,854 1,064 0.22% 0.22% 1424 0 0.0% Q2 2026 Jul 15, 2026
Human Investing LLC History No change 12,845 1,064 0.14% 0.14% 1425 0 0.0% Q2 2026 Jul 21, 2026
Pines Wealth Management, LLC History No change 12,819 1,061 0.31% 0.31% 1426 0 0.0% Q2 2026 Jul 22, 2026
Clare Market Investments LLC History No change 12,701 1,052 0.19% 0.19% 1427 0 0.0% Q2 2026 Jul 27, 2026
Roble, Belko & Company, Inc History No change 12,636 1,047 0.11% 0.11% 1428 0 0.0% Q2 2026 Jul 24, 2026
WESTWOOD HOLDINGS GROUP INC History No change 12,600 1,043 0.01% 0.01% 1429 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History Added to 12,840 1,042 0.11% 0.01% 1430 +11,441 817.8% Q3 2026 Oct 07, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 12,556 1,040 0.39% 0.39% 1431 0 0.0% Q2 2026 Aug 13, 2026
Semus Wealth Partners LLC History No change 12,552 1,039 0.5% 0.5% 1432 0 0.0% Q2 2026 Aug 10, 2026
Peirce Capital Management, LLC History No change 12,530 1,037 0.38% 0.38% 1433 0 0.0% Q2 2026 Jul 10, 2026
WOLFF WIESE MAGANA LLC History No change 12,468 1,032 0.47% 0.47% 1434 0 0.0% Q2 2026 Jul 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 12,700 1,030 0.2% 0.24% 1435 -943 -6.91% Q3 2026 Oct 05, 2026
NOVEM GROUP History No change 12,400 1,027 0.1% 0.1% 1436 0 0.0% Q2 2026 Jul 21, 2026
Proficio Capital Partners LLC History No change 12,371 1,024 0.04% 0.04% 1437 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 12,364 1,024 0.04% 0.04% 1438 0 0.0% Q2 2026 Aug 04, 2026
Hexagon Capital Partners LLC History No change 12,361 1,023 0.14% 0.14% 1439 0 0.0% Q2 2026 Aug 06, 2026
Avail Investment Partners, LLC History No change 12,311 1,019 0.78% 0.78% 1440 0 0.0% Q2 2026 Jul 31, 2026
FLP Wealth Management, LLC History No change 12,259 1,015 1.81% 1.81% 1441 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 12,241 1,014 0.0% 0.0% 1442 0 0.0% Q2 2026 Aug 12, 2026
Pacific Point Advisors, LLC History No change 12,238 1,013 0.46% 0.46% 1443 0 0.0% Q2 2026 Jul 24, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 12,180 1,008 0.32% 0.32% 1444 0 0.0% Q2 2026 Jul 24, 2026
WEALTHGARDEN F.S. LLC History No change 12,177 1,008 0.57% 0.57% 1445 0 0.0% Q2 2026 Jul 31, 2026
Summit Wealth Partners, LLC History No change 12,162 1,007 0.14% 0.14% 1446 0 0.0% Q2 2026 Aug 03, 2026
ZACKS INVESTMENT MANAGEMENT History No change 12,143 1,005 0.01% 0.01% 1447 0 0.0% Q2 2026 Aug 13, 2026
Chevy Chase Trust Holdings, LLC History No change 12,136 1,005 0.0% 0.0% 1448 0 0.0% Q2 2026 Aug 14, 2026
SONATA CAPITAL GROUP INC History No change 12,108 1,003 0.32% 0.32% 1449 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 12,063 999 0.07% 0.07% 1450 0 0.0% Q2 2026 Aug 03, 2026
Asset One Wealth Management LLC History No change 12,539 999 0.11% 0.11% 1451 0 0.0% Q2 2026 Aug 13, 2026
DEARBORN PARTNERS LLC History No change 14,314 998 0.05% 0.05% 1452 0 0.0% Q2 2026 Aug 13, 2026
Avos Capital Management, LLC History No change 12,024 996 0.41% 0.41% 1453 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 11,993 993 0.36% 0.36% 1454 0 0.0% Q2 2026 Jul 08, 2026
KELLY FINANCIAL GROUP LLC History No change 11,992 993 0.22% 0.22% 1455 0 0.0% Q2 2026 Jul 14, 2026
Trust Co of the South History No change 11,997 993 0.14% 0.14% 1456 0 0.0% Q2 2026 Jul 01, 2026
Daviman Financial, LLC History No change 11,982 992 0.55% 0.55% 1457 0 0.0% Q2 2026 Jul 24, 2026
STAR Financial Bank History No change 11,972 991 0.4% 0.4% 1458 0 0.0% Q2 2026 Aug 07, 2026
MW ADVISORY, LLC History No change 11,944 989 0.4% 0.4% 1459 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 12,340 986 0.02% 0.02% 1460 0 0.0% Q2 2026 Aug 06, 2026
W1M Asset Management Ltd History No change 11,853 982 0.01% 0.01% 1461 0 0.0% Q2 2026 Aug 12, 2026
Total Clarity Wealth Management, Inc. History No change 11,860 982 0.19% 0.19% 1462 0 0.0% Q2 2026 Jul 23, 2026
Amundi History No change 11,820 979 0.0% 0.0% 1463 0 0.0% Q2 2026 Aug 11, 2026
Parkwoods Wealth Partners, LLC History No change 11,810 978 0.16% 0.16% 1464 0 0.0% Q2 2026 Jul 27, 2026
Tufton Capital Management History No change 11,793 976 0.16% 0.16% 1465 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 11,743 972 0.02% 0.02% 1466 0 0.0% Q2 2026 Jul 17, 2026
Roger Wittlin Investment Advisory, LLC History No change 11,738 972 0.76% 0.76% 1467 0 0.0% Q2 2026 Jul 17, 2026
Mainstream Capital Management LLC History No change 11,743 972 0.59% 0.59% 1468 0 0.0% Q2 2026 Jul 15, 2026
Cogent Private Wealth, Inc. History No change 11,717 970 0.61% 0.61% 1469 0 0.0% Q2 2026 Aug 05, 2026
Kaydan Wealth Management, Inc. History Reduced 11,951 969 0.33% 0.31% 1471 -519 -4.16% Q3 2026 Oct 08, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 11,706 969 0.1% 0.1% 1470 0 0.0% Q2 2026 Jul 07, 2026
BG Investment Services, LLC History No change 11,658 965 0.7% 0.7% 1472 0 0.0% Q2 2026 Aug 05, 2026
Strategic Equity Management History No change 11,633 963 0.32% 0.32% 1473 0 0.0% Q2 2026 Aug 10, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 11,596 960 0.03% 0.03% 1474 0 0.0% Q2 2026 Aug 17, 2026
Basecamp Wealth Advisors LLC History No change 11,595 960 0.18% 0.18% 1475 0 0.0% Q2 2026 Aug 14, 2026
KLINGENSTEIN FIELDS & CO LP History No change 11,575 958 0.03% 0.03% 1476 0 0.0% Q2 2026 Aug 05, 2026
Topor & Co. Korea History No change 11,553 957 0.75% 0.75% 1477 0 0.0% Q2 2026 Jul 08, 2026
Net Worth Advisory Group History No change 11,456 949 0.24% 0.24% 1478 0 0.0% Q2 2026 Jul 13, 2026
Owen LaRue, LLC History No change 11,424 946 0.33% 0.33% 1479 0 0.0% Q2 2026 Jul 22, 2026
Tenzing Financial LLC History No change 11,525 945 0.65% 0.65% 1480 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group, Inc. History No change 11,359 941 0.49% 0.49% 1481 0 0.0% Q2 2026 Jul 21, 2026
First Bank & Trust History No change 11,359 940 0.14% 0.14% 1482 0 0.0% Q2 2026 Jul 09, 2026
Stewardship Advisors, LLC History No change 11,343 939 0.2% 0.2% 1483 0 0.0% Q2 2026 Jul 20, 2026
Sound Income Strategies, LLC History Reduced 11,660 938 0.04% 0.11% 1484 -18,547 -61.4% Q3 2026 Oct 09, 2026
Westmount Partners, LLC History No change 11,308 936 0.2% 0.2% 1485 0 0.0% Q2 2026 Jul 07, 2026
Alpha Advisors, LLC/VA History No change 11,178 925 0.7% 0.7% 1486 0 0.0% Q2 2026 Aug 12, 2026
Rare Wolf Capital LLC History No change 11,157 924 0.59% 0.59% 1487 0 0.0% Q2 2026 Jul 23, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 11,132 922 0.01% 0.01% 1488 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 11,133 922 0.08% 0.08% 1489 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Financial Group, LLC History No change 11,141 922 0.29% 0.29% 1490 0 0.0% Q3 2026 Oct 06, 2026
Firestone Capital Management History No change 11,123 921 0.17% 0.17% 1491 0 0.0% Q2 2026 Jul 31, 2026
Aegis Wealth Management, Inc. History No change 11,038 914 0.59% 0.59% 1492 0 0.0% Q2 2026 Jul 16, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 11,024 913 0.05% 0.05% 1493 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 10,988 910 0.01% 0.01% 1494 0 0.0% Q2 2026 Jul 29, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 10,984 909 0.29% 0.29% 1495 0 0.0% Q2 2026 Jul 16, 2026
CATALYST PRIVATE WEALTH, LLC History No change 10,966 908 0.44% 0.44% 1496 0 0.0% Q2 2026 Jul 21, 2026
Allen Capital Group, LLC History No change 10,929 905 0.07% 0.07% 1497 0 0.0% Q2 2026 Jul 27, 2026
THEORY FINANCIAL LLC History No change 10,908 903 0.28% 0.28% 1498 0 0.0% Q2 2026 Jul 31, 2026
Integras Partners LLC History No change 10,908 903 0.5% 0.5% 1499 0 0.0% Q2 2026 Jul 24, 2026
Petix & Botte Co History No change 10,896 902 0.18% 0.18% 1500 0 0.0% Q2 2026 Aug 04, 2026
Ethos Financial Group, LLC History No change 12,170 902 0.06% 0.06% 1501 0 0.0% Q2 2026 Aug 07, 2026
Bogart Wealth, LLC History No change 10,888 901 0.03% 0.03% 1502 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 10,873 900 0.07% 0.07% 1503 0 0.0% Q2 2026 Aug 13, 2026
RCS Financial Planning, LLC History No change 10,860 899 0.43% 0.43% 1504 0 0.0% Q2 2026 Jul 22, 2026
Haverford Financial Services, Inc. History No change 10,840 897 0.26% 0.26% 1505 0 0.0% Q2 2026 Aug 12, 2026
ABBINGTON INVESTMENT GROUP History No change 10,812 895 0.57% 0.57% 1506 0 0.0% Q2 2026 Jul 31, 2026
Canandaigua National Trust Co of Florida History New 10,976 890 0.49% — 1509 +10,976 New Q3 2026 Oct 07, 2026
tru Independence LLC History No change 10,752 890 0.39% 0.39% 1507 0 0.0% Q2 2026 Aug 10, 2026
Greykasell Wealth Strategies, Inc. History No change 10,755 890 0.32% 0.32% 1508 0 0.0% Q2 2026 Aug 11, 2026
Tulsa Wealth Advisors, INC History No change 10,674 884 0.12% 0.12% 1510 0 0.0% Q2 2026 Aug 06, 2026
LCW Services, LLC History No change 10,651 882 0.38% 0.38% 1511 0 0.0% Q2 2026 Jul 30, 2026
Lifeworks Advisors, LLC History No change 10,599 878 0.09% 0.09% 1512 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 10,459 866 0.23% 0.23% 1513 0 0.0% Q2 2026 Jul 14, 2026
OFS Enterprise LLC History No change 10,439 864 0.22% 0.22% 1514 0 0.0% Q2 2026 Jul 08, 2026
DBK Financial Counsel, LLC History No change 10,391 860 0.72% 0.72% 1515 0 0.0% Q2 2026 Jul 21, 2026
Goelzer Investment Management, Inc. History No change 10,313 854 0.04% 0.04% 1516 0 0.0% Q2 2026 Jul 14, 2026
Plum Street Advisors, LLC History No change 10,265 850 0.27% 0.27% 1517 0 0.0% Q2 2026 Aug 13, 2026
Blue Zone Wealth Advisors, LLC History No change 10,227 847 0.15% 0.15% 1518 0 0.0% Q2 2026 Jul 14, 2026
Verum Partners LLC History No change 10,228 847 0.13% 0.13% 1519 0 0.0% Q2 2026 Jul 22, 2026
Kestra Investment Management, LLC History No change 10,220 846 0.02% 0.02% 1520 0 0.0% Q2 2026 Aug 05, 2026
Hubbell Strickland Wealth Management, LLC History No change 10,203 845 0.3% 0.3% 1521 0 0.0% Q2 2026 Jul 29, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 10,183 843 0.23% 0.23% 1522 0 0.0% Q2 2026 Jul 09, 2026
MASECO LLP History No change 10,163 842 0.02% 0.02% 1523 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,116 838 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 10,097 836 0.09% 0.09% 1525 0 0.0% Q2 2026 Jul 08, 2026
Unified Investment Management History No change 10,102 836 0.77% 0.77% 1526 0 0.0% Q2 2026 Jul 27, 2026
Millington Financial Advisors, LLC History No change 10,699 823 0.32% 0.32% 1527 0 0.0% Q2 2026 Aug 07, 2026
NORTH DALLAS BANK & TRUST CO History No change 9,940 823 0.49% 0.49% 1528 0 0.0% Q2 2026 Jul 13, 2026
Canvas Wealth Advisors, LLC History No change 9,926 822 0.11% 0.11% 1529 0 0.0% Q2 2026 Jul 10, 2026
Fisher Asset Management, LLC History No change 9,904 820 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 04, 2026
POTENTIA WEALTH History No change 9,908 820 0.34% 0.34% 1531 0 0.0% Q2 2026 Aug 13, 2026
PHILADELPHIA TRUST CO History No change 9,888 819 0.05% 0.05% 1532 0 0.0% Q2 2026 Aug 10, 2026
TRB Wealth Management, LLC History No change 9,846 815 0.11% 0.11% 1533 0 0.0% Q2 2026 Aug 11, 2026
CHAPIN DAVIS, INC. History Reduced 10,022 813 0.16% 0.15% 1534 -231 -2.25% Q3 2026 Oct 08, 2026
Argentarii, LLC History No change 10,175 812 0.24% 0.24% 1535 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Management History No change 9,813 812 0.86% 0.86% 1536 0 0.0% Q2 2026 Aug 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 9,800 811 0.11% 0.11% 1537 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 9,786 810 0.04% 0.04% 1538 0 0.0% Q2 2026 Aug 10, 2026
Elevation Wealth Management LLC History No change 9,734 806 0.6% 0.6% 1539 0 0.0% Q2 2026 Jul 29, 2026
Wealth Architects, LLC History No change 9,703 803 0.06% 0.06% 1540 0 0.0% Q2 2026 Jul 23, 2026
Glassman Wealth Services History No change 9,687 802 0.1% 0.1% 1541 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 9,670 801 0.08% 0.08% 1542 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 9,599 795 0.18% 0.18% 1543 0 0.0% Q2 2026 Jul 09, 2026
Berger Financial Group, Inc History No change 9,565 792 0.04% 0.04% 1544 0 0.0% Q2 2026 Aug 04, 2026
Networth Advisors, LLC History No change 9,545 790 0.46% 0.46% 1545 0 0.0% Q2 2026 Jul 22, 2026
Van Hulzen Asset Management, LLC History No change 9,526 789 0.06% 0.06% 1546 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 9,531 789 0.04% 0.04% 1547 0 0.0% Q2 2026 Aug 06, 2026
ICONIQ Capital, LLC History No change 9,510 787 0.02% 0.02% 1548 0 0.0% Q2 2026 Aug 13, 2026
Vistica Wealth Advisors, LLC History No change 9,506 787 0.68% 0.68% 1549 0 0.0% Q2 2026 Jul 27, 2026
TOMPKINS FINANCIAL CORP History Added to 9,678 785 0.06% 0.06% 1550 +168 1.77% Q3 2026 Oct 05, 2026
Intrua Financial, LLC History No change 9,452 782 0.07% 0.07% 1551 0 0.0% Q2 2026 Jul 24, 2026
LCNB CORP History No change 9,417 780 0.24% 0.24% 1552 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisors, LLC History No change 9,423 780 0.11% 0.11% 1553 0 0.0% Q2 2026 Jul 22, 2026
3EDGE Asset Management, LP History No change 9,409 779 0.03% 0.03% 1554 0 0.0% Q2 2026 Jul 27, 2026
Wayfinding Financial, LLC History No change 9,406 779 0.3% 0.3% 1555 0 0.0% Q2 2026 Aug 13, 2026
Black Cypress Capital Management, LLC History No change 9,408 779 0.52% 0.52% 1556 0 0.0% Q2 2026 Aug 07, 2026
PCG ASSET MANAGEMENT, LLC History No change 9,415 779 0.56% 0.56% 1557 0 0.0% Q2 2026 Jul 27, 2026
Rossmore Private Capital History No change 9,398 778 0.06% 0.06% 1558 0 0.0% Q2 2026 Jul 31, 2026
West Wealth Group, LLC History No change 9,392 778 0.13% 0.13% 1559 0 0.0% Q2 2026 Aug 06, 2026
Hassell Wealth Management, LLC History No change 9,694 778 0.24% 0.24% 1560 0 0.0% Q2 2026 Jul 13, 2026
SHP Wealth Management History No change 9,301 770 0.05% 0.05% 1561 0 0.0% Q2 2026 Aug 11, 2026
Lynx Investment Advisory History No change 9,303 770 0.25% 0.25% 1562 0 0.0% Q2 2026 Jul 27, 2026
Independent Wealth Network Inc. History No change 9,291 769 0.2% 0.2% 1563 0 0.0% Q2 2026 Jul 20, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 9,250 766 0.04% 0.04% 1564 0 0.0% Q2 2026 Jul 08, 2026
WESBANCO BANK INC History No change 9,232 764 0.02% 0.02% 1565 0 0.0% Q2 2026 Jul 28, 2026
Sunpointe, LLC History No change 9,217 763 0.22% 0.22% 1566 0 0.0% Q2 2026 Jul 24, 2026
Storgate, LLC History No change 9,211 763 0.16% 0.16% 1567 0 0.0% Q2 2026 Aug 12, 2026
HOGE FINANCIAL SERVICES, LLC History No change 9,187 761 0.36% 0.36% 1568 0 0.0% Q2 2026 Jul 29, 2026
Optivise Advisory Services LLC History No change 9,195 761 0.39% 0.39% 1569 0 0.0% Q2 2026 Jul 13, 2026
BlackDiamond Wealth Management, LLC History No change 9,552 759 0.3% 0.3% 1570 0 0.0% Q2 2026 Aug 11, 2026
Gold Investment Management Ltd. History No change 9,136 757 0.21% 0.21% 1571 0 0.0% Q2 2026 Aug 05, 2026
Equita Financial Network, Inc. History No change 9,132 756 0.21% 0.21% 1572 0 0.0% Q2 2026 Jul 29, 2026
SEEDS INVESTOR LLC History No change 9,134 756 0.08% 0.08% 1573 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 10,828 755 0.54% 0.54% 1574 0 0.0% Q2 2026 Sep 17, 2026
Peterson Wealth Services History No change 9,116 755 0.16% 0.16% 1575 0 0.0% Q2 2026 Jul 27, 2026
Talon Private Wealth, LLC History No change 9,051 749 0.09% 0.09% 1576 0 0.0% Q2 2026 Sep 11, 2026
Madison Asset Management, LLC History No change 9,030 748 0.01% 0.01% 1577 0 0.0% Q2 2026 Aug 10, 2026
Index Fund Advisors, Inc. History No change 8,998 745 0.03% 0.03% 1578 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 8,963 742 0.01% 0.01% 1579 0 0.0% Q2 2026 Jul 28, 2026
Emprise Bank History Reduced 9,136 741 0.28% 0.29% 1580 -248 -2.64% Q3 2026 Oct 07, 2026
VISTA CAPITAL PARTNERS, INC. History No change 8,939 740 0.06% 0.06% 1581 0 0.0% Q2 2026 Jul 23, 2026
Fortis Capital Management LLC History No change 8,923 739 0.08% 0.08% 1582 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Group, LLC History No change 8,929 739 0.15% 0.15% 1583 0 0.0% Q2 2026 Aug 04, 2026
Moneda S.A. Administradora General de Fondos History No change 8,855 733 0.6% 0.6% 1584 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 8,839 732 0.11% 0.11% 1585 0 0.0% Q2 2026 Aug 07, 2026
O'Keefe Stevens Advisory, Inc. History No change 9,010 731 0.15% 0.15% 1586 0 0.0% Q3 2026 Oct 09, 2026
Collaborative Capital Advisors LLC History No change 8,802 729 0.46% 0.46% 1587 0 0.0% Q2 2026 Aug 14, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 8,750 724 0.1% 0.1% 1588 0 0.0% Q2 2026 Jul 29, 2026
Lantern Wealth Advisors, LLC History No change 8,742 724 0.33% 0.33% 1589 0 0.0% Q2 2026 Jul 28, 2026
BFI Infinity Ltd. History No change 8,745 724 0.22% 0.22% 1590 0 0.0% Q2 2026 Jul 10, 2026
Legacy Private Trust Co. History No change 8,918 723 0.04% 0.04% 1591 0 0.0% Q3 2026 Oct 06, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 8,725 722 0.16% 0.16% 1592 0 0.0% Q2 2026 Jul 20, 2026
Impact Partnership Wealth, LLC History No change 8,647 716 0.07% 0.07% 1593 0 0.0% Q2 2026 Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 8,588 711 0.03% 0.03% 1594 0 0.0% Q2 2026 Jul 24, 2026
Trust Point Inc. History No change 8,484 702 0.06% 0.06% 1595 0 0.0% Q2 2026 Jul 08, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 8,451 700 0.17% 0.17% 1596 0 0.0% Q2 2026 Jul 28, 2026
Tassel Capital Management, Inc. History No change 8,451 700 0.33% 0.33% 1597 0 0.0% Q2 2026 Aug 07, 2026
Williams & Novak Wealth Management, LLC History Reduced 8,619 699 0.41% 0.54% 1599 -1,293 -13.04% Q3 2026 Oct 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 8,605 699 0.23% 0.23% 1598 0 0.0% Q2 2026 Aug 13, 2026
Citizens National Bank Trust Department History No change 8,428 698 0.1% 0.1% 1600 0 0.0% Q2 2026 Jul 22, 2026
GW&K Investment Management, LLC History No change 8,402 696 0.01% 0.01% 1601 0 0.0% Q2 2026 Aug 12, 2026
FSA Advisors, Inc. History No change 8,444 696 0.32% 0.32% 1602 0 0.0% Q2 2026 Aug 17, 2026
Clark Asset Management, LLC History No change 8,398 695 0.05% 0.05% 1603 0 0.0% Q2 2026 Jul 07, 2026
Traynor Capital Management, Inc. History No change 8,356 692 0.03% 0.03% 1604 0 0.0% Q2 2026 Jul 22, 2026
Bank of Marin History No change 8,364 692 0.48% 0.48% 1605 0 0.0% Q2 2026 Aug 13, 2026
Helium Advisors LLC History No change 8,312 688 0.57% 0.57% 1606 0 0.0% Q2 2026 Aug 11, 2026
South Shore Capital Advisors History No change 8,296 687 0.46% 0.46% 1607 0 0.0% Q2 2026 Jul 30, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 8,280 685 0.09% 0.09% 1608 0 0.0% Q2 2026 Jul 20, 2026
IF Advisors, LLC History No change 8,279 685 0.45% 0.45% 1609 0 0.0% Q2 2026 Aug 13, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 8,252 683 0.29% 0.29% 1610 0 0.0% Q2 2026 Aug 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 8,234 682 0.28% 0.28% 1611 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 8,224 681 0.01% 0.01% 1612 0 0.0% Q2 2026 Aug 04, 2026
FOSTER & MOTLEY INC History No change 8,159 676 0.03% 0.03% 1613 0 0.0% Q2 2026 Aug 07, 2026
Clear Harbor Asset Management, LLC History No change 8,166 676 0.04% 0.04% 1614 0 0.0% Q2 2026 Aug 12, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 8,274 671 0.08% 0.08% 1615 -25 -0.3% Q3 2026 Oct 08, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 8,100 671 0.19% 0.19% 1616 0 0.0% Q2 2026 Aug 07, 2026
Stonekeep Investments, LLC History No change 8,074 669 0.39% 0.39% 1617 0 0.0% Q2 2026 Jul 10, 2026
Breakwater Capital Group History Added to 8,236 668 0.08% 0.08% 1618 +72 0.88% Q3 2026 Oct 08, 2026
Legacy Capital Group California, Inc. History No change 8,070 668 0.2% 0.2% 1619 0 0.0% Q2 2026 Jul 29, 2026
Colter Lewis Investment Partners LLC History No change 8,041 666 0.3% 0.3% 1620 0 0.0% Q2 2026 Aug 14, 2026
Powerhouse Assets LLC History No change 8,029 665 0.54% 0.54% 1621 0 0.0% Q2 2026 Jul 23, 2026
TPG Financial Advisors, LLC History No change 8,039 665 0.2% 0.2% 1622 0 0.0% Q2 2026 Aug 10, 2026
Chicago Capital, LLC History No change 8,035 665 0.02% 0.02% 1623 0 0.0% Q2 2026 Jul 27, 2026
USA FINANCIAL FORMULAS History No change 8,021 664 0.12% 0.12% 1624 0 0.0% Q2 2026 Aug 04, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 8,020 664 0.36% 0.36% 1625 0 0.0% Q2 2026 Jul 24, 2026
Alteri Wealth LLC History No change 8,021 664 0.18% 0.18% 1626 0 0.0% Q2 2026 Jul 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,982 661 0.05% 0.05% 1627 0 0.0% Q2 2026 Aug 03, 2026
Ellis Investment Partners, LLC History No change 7,927 656 0.1% 0.1% 1628 0 0.0% Q2 2026 Aug 05, 2026
TOWER TRUST & INVESTMENT Co History No change 7,918 655 0.4% 0.4% 1629 0 0.0% Q2 2026 Jul 09, 2026
CWS Financial Advisors, LLC History No change 7,887 653 0.14% 0.14% 1630 0 0.0% Q2 2026 Jul 30, 2026
Atlatl Advisers LLC History No change 7,883 653 0.16% 0.16% 1631 0 0.0% Q2 2026 Jul 22, 2026
Biltmore Family Office, LLC History No change 7,879 652 0.09% 0.09% 1632 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 7,865 651 0.3% 0.3% 1633 0 0.0% Q2 2026 Jul 30, 2026
CITY HOLDING CO History No change 7,830 648 0.07% 0.07% 1634 0 0.0% Q2 2026 Jul 10, 2026
1607 Capital Partners, LLC History No change 7,830 648 0.06% 0.06% 1635 0 0.0% Q2 2026 Sep 02, 2026
Yoffe Investment Management, LLC History No change 7,800 646 0.74% 0.74% 1636 0 0.0% Q2 2026 Jul 09, 2026
FOCUSED ALPHA, LLC History No change 7,752 642 0.16% 0.16% 1637 0 0.0% Q2 2026 Aug 07, 2026
Aries Wealth Management History No change 7,673 635 0.12% 0.12% 1638 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 7,674 635 0.15% 0.15% 1639 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 7,633 632 0.17% 0.17% 1640 0 0.0% Q2 2026 Jul 23, 2026
Sage Mountain Advisors LLC History No change 7,602 629 0.04% 0.04% 1641 0 0.0% Q2 2026 Aug 05, 2026
Gladwyn Financial Advisors, Inc. History No change 7,721 626 0.4% 0.4% 1642 0 0.0% Q3 2026 Oct 05, 2026
1ST SOURCE BANK History No change 7,536 624 0.03% 0.03% 1643 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 7,535 624 0.06% 0.06% 1644 0 0.0% Q2 2026 Jul 23, 2026
MorganRosel Wealth Management, LLC History No change 7,532 623 0.21% 0.21% 1645 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 7,502 621 0.19% 0.19% 1646 0 0.0% Q2 2026 Jul 20, 2026
Balboa Wealth Partners History No change 7,499 621 0.08% 0.08% 1647 0 0.0% Q2 2026 Aug 10, 2026
Axos Invest Inc. History No change 7,484 620 0.45% 0.45% 1648 0 0.0% Q2 2026 Aug 07, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 7,479 619 0.15% 0.15% 1649 0 0.0% Q2 2026 Jul 16, 2026
Fiscal Wisdom Wealth Management, LLC History No change 7,483 619 0.52% 0.52% 1650 0 0.0% Q2 2026 Jul 21, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 7,619 618 0.01% — 1651 +7,619 New Q3 2026 Oct 01, 2026
Washington Trust Advisors, Inc. History No change 7,452 617 0.05% 0.05% 1652 0 0.0% Q2 2026 Jul 29, 2026
Wellington Grp LLC History No change 7,449 617 0.16% 0.16% 1653 0 0.0% Q2 2026 Aug 26, 2026
McNamara Financial Services, Inc. History No change 7,428 615 0.11% 0.11% 1654 0 0.0% Q2 2026 Jul 22, 2026
Twelve Points Wealth Management LLC History No change 7,420 614 0.12% 0.12% 1655 0 0.0% Q2 2026 Aug 07, 2026
Empirical Asset Management, LLC History No change 7,413 614 0.14% 0.14% 1656 0 0.0% Q2 2026 Aug 10, 2026
Peterson Wealth Advisors, LLC History Reduced 7,555 613 0.07% 0.08% 1657 -688 -8.35% Q3 2026 Oct 08, 2026
LS Investment Advisors, LLC History No change 7,365 610 0.08% 0.08% 1658 0 0.0% Q2 2026 Jul 21, 2026
Northside Capital Management, LLC History No change 7,364 610 0.05% 0.05% 1659 0 0.0% Q2 2026 Jul 10, 2026
Revolve Wealth Partners, LLC History No change 7,372 610 0.06% 0.06% 1660 0 0.0% Q2 2026 Jul 09, 2026
Manhattan West Asset Management, LLC History No change 7,280 603 0.1% 0.1% 1661 0 0.0% Q2 2026 Aug 11, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 7,265 601 0.03% 0.03% 1662 0 0.0% Q2 2026 Jul 29, 2026
MBA Advisors LLC History No change 7,249 600 0.2% 0.2% 1663 0 0.0% Q2 2026 Jul 28, 2026
J.E. Simmons & Co., P.C. History No change 7,235 599 0.34% 0.34% 1664 0 0.0% Q2 2026 Jul 15, 2026
SIMA Wealth Partners, LLC History No change 7,238 599 0.42% 0.42% 1665 0 0.0% Q2 2026 Jul 28, 2026
Simmons Bank History No change 7,230 598 0.03% 0.03% 1666 0 0.0% Q2 2026 Jul 31, 2026
CALTON & ASSOCIATES, INC. History No change 7,209 597 0.09% 0.09% 1667 0 0.0% Q2 2026 Aug 10, 2026
Tempo Wealth, LLC History No change 7,213 597 0.09% 0.09% 1668 0 0.0% Q2 2026 Jul 27, 2026
LWM ADVISORS INC History Added to 7,354 596 0.45% 0.44% 1672 +170 2.37% Q3 2026 Oct 08, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 7,196 596 0.0% 0.0% 1669 0 0.0% Q2 2026 Jul 17, 2026
Three Bridge Wealth Advisors, LLC History No change 7,200 596 0.15% 0.15% 1670 0 0.0% Q2 2026 Jul 27, 2026
Decker Retirement Planning Inc. History No change 7,204 596 0.2% 0.2% 1671 0 0.0% Q2 2026 Jul 16, 2026
PKS Advisory Services, LLC History No change 7,165 593 0.09% 0.09% 1673 0 0.0% Q2 2026 Aug 04, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 7,148 592 0.33% 0.33% 1674 0 0.0% Q2 2026 Aug 05, 2026
Spinnaker Investment Group, LLC History No change 7,144 591 0.09% 0.09% 1675 0 0.0% Q2 2026 Jul 10, 2026
Centennial Advisors, LLC History No change 7,145 591 0.71% 0.71% 1676 0 0.0% Q2 2026 Jul 27, 2026
Live Oak Private Wealth LLC History No change 7,100 588 0.07% 0.07% 1677 0 0.0% Q2 2026 Jul 20, 2026
Blue Capital, Inc. History No change 7,108 588 0.37% 0.37% 1678 0 0.0% Q2 2026 Aug 11, 2026
Certified Advisory Corp History No change 7,096 587 0.05% 0.05% 1679 0 0.0% Q2 2026 Jul 16, 2026
Schwallier Wealth Management LLC History No change 7,085 586 0.37% 0.37% 1680 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 7,064 585 0.04% 0.04% 1681 0 0.0% Q2 2026 Aug 13, 2026
Courage Miller Partners, LLC History No change 7,061 584 0.15% 0.15% 1682 0 0.0% Q2 2026 Jul 23, 2026
Smith Thornton Advisors LLC History No change 7,434 583 0.26% 0.26% 1683 0 0.0% Q2 2026 Jul 14, 2026
Spartan Wealth Advisory Services LLC History No change 7,043 583 0.05% 0.05% 1684 0 0.0% Q2 2026 Aug 05, 2026
Walsh & Associates, LLC History No change 7,037 582 0.48% 0.48% 1685 0 0.0% Q2 2026 Jul 21, 2026
3Chopt Investment Partners, LLC History No change 7,024 581 0.11% 0.11% 1686 0 0.0% Q2 2026 Jul 29, 2026
Madson Wealth Advisors Inc History No change 7,016 581 0.39% 0.39% 1687 0 0.0% Q2 2026 Jul 21, 2026
Alpha Financial Partners LLC History No change 7,008 580 0.3% 0.3% 1688 0 0.0% Q2 2026 Aug 11, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 6,976 577 0.11% 0.11% 1689 0 0.0% Q2 2026 Jul 13, 2026
Tidal Investments LLC History No change 6,962 576 0.0% 0.0% 1690 0 0.0% Q2 2026 Aug 13, 2026
Focused Wealth Management, Inc History No change 6,930 574 0.05% 0.05% 1691 0 0.0% Q2 2026 Aug 06, 2026
Capital Planning LLC History Added to 7,071 573 0.15% 0.08% 1692 +3,926 124.83% Q3 2026 Oct 09, 2026
PATRON PARTNERS, LLC History No change 6,923 573 0.22% 0.22% 1693 0 0.0% Q2 2026 Aug 11, 2026
Copper Harbor Investment Advisors, LLC History No change 6,907 572 0.12% 0.12% 1694 0 0.0% Q2 2026 Jul 23, 2026
Cornell Pochily Investment Advisors, Inc. History No change 6,904 571 0.15% 0.15% 1695 0 0.0% Q2 2026 Jul 15, 2026
Morton Capital Management LLC/CA History No change 6,886 570 0.08% 0.08% 1696 0 0.0% Q2 2026 Jul 23, 2026
Milestone Asset Management Group, LLC History No change 6,869 569 0.29% 0.29% 1697 0 0.0% Q2 2026 Jul 30, 2026
Thompson David Blair History No change 6,870 569 0.28% 0.28% 1698 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History No change 7,022 568 0.01% 0.01% 1699 0 0.0% Q2 2026 Jul 15, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 6,841 566 0.88% 0.88% 1700 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 6,821 565 0.11% 0.11% 1701 0 0.0% Q2 2026 Aug 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,817 564 0.06% 0.06% 1702 0 0.0% Q2 2026 Jul 09, 2026
Livet Wealth, LLC History No change 6,809 564 0.33% 0.33% 1703 0 0.0% Q2 2026 Jul 28, 2026
Petros Family Wealth, LLC History No change 6,802 563 0.34% 0.34% 1704 0 0.0% Q2 2026 Jul 27, 2026
Brookwood Investment Group LLC History No change 6,794 562 0.06% 0.06% 1705 0 0.0% Q2 2026 Jul 23, 2026
Compton Financial Group, LLC History No change 6,781 561 0.11% 0.11% 1706 0 0.0% Q2 2026 Aug 12, 2026
Wilshire Advisors LLC History No change 6,739 558 5.4% 5.4% 1707 0 0.0% Q2 2026 Jul 27, 2026
Beckerman Institutional, LLC History No change 6,739 558 0.27% 0.27% 1708 0 0.0% Q2 2026 Aug 11, 2026
Fortis Capital Advisors, LLC History No change 6,712 556 0.06% 0.06% 1709 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 6,705 555 0.11% 0.11% 1710 0 0.0% Q2 2026 Aug 07, 2026
Tempus Wealth Planning, LLC History No change 6,684 553 0.11% 0.11% 1711 0 0.0% Q2 2026 Jul 22, 2026
MKT Advisors LLC History No change 6,929 552 0.17% 0.17% 1712 0 0.0% Q2 2026 Jul 09, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 6,652 551 0.04% 0.04% 1713 0 0.0% Q2 2026 Aug 06, 2026
PATTEN & PATTEN INC/TN History No change 6,646 550 0.03% 0.03% 1714 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History Added to 6,754 548 0.13% 0.12% 1716 +868 14.75% Q3 2026 Oct 08, 2026
Hixon Zuercher, LLC History No change 6,620 548 0.16% 0.16% 1715 0 0.0% Q2 2026 Jul 20, 2026
Seven Post Investment Office LP History No change 6,606 547 0.16% 0.16% 1717 0 0.0% Q2 2026 Jul 28, 2026
Daner Wealth Management, LLC History No change 6,739 547 0.3% 0.3% 1718 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 6,601 546 0.04% 0.04% 1719 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 6,574 544 0.01% 0.01% 1720 0 0.0% Q2 2026 Aug 05, 2026
True Link Financial Advisors, LLC History No change 6,526 540 0.03% 0.03% 1721 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 6,646 539 0.05% 0.05% 1722 +179 2.77% Q3 2026 Oct 07, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 6,516 539 0.82% 0.82% 1723 0 0.0% Q2 2026 Jul 16, 2026
Resurgent Financial Advisors LLC History No change 6,510 539 0.15% 0.15% 1724 0 0.0% Q2 2026 Aug 14, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 6,497 538 0.06% 0.06% 1725 0 0.0% Q2 2026 Aug 04, 2026
Fortitude Advisory Group L.L.C. History No change 6,471 536 0.2% 0.2% 1726 0 0.0% Q2 2026 Jul 22, 2026
AWM CAPITAL, LLC History No change 6,443 533 0.04% 0.04% 1727 0 0.0% Q2 2026 Jul 31, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 6,442 533 0.01% 0.01% 1728 0 0.0% Q2 2026 Jul 31, 2026
Financial Partners Group, Inc History No change 6,423 532 0.05% 0.05% 1729 0 0.0% Q2 2026 Jul 23, 2026
City State Bank History No change 6,402 530 0.12% 0.12% 1730 0 0.0% Q2 2026 Jul 14, 2026
Sageworth Trust Co History No change 6,385 528 0.02% 0.02% 1731 0 0.0% Q2 2026 Jul 28, 2026
Beaumont Financial Advisors, LLC History No change 6,361 526 0.03% 0.03% 1732 0 0.0% Q2 2026 Aug 04, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 6,340 525 0.04% 0.04% 1733 0 0.0% Q2 2026 Aug 05, 2026
PINNEY & SCOFIELD, INC. History No change 6,344 525 0.26% 0.26% 1734 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE MANAGEMENT GROUP INC History No change 6,329 524 0.01% 0.01% 1735 0 0.0% Q2 2026 Jul 31, 2026
GatePass Capital, LLC History No change 6,335 524 0.2% 0.2% 1736 0 0.0% Q2 2026 Jul 30, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 6,266 519 0.14% 0.14% 1737 0 0.0% Q2 2026 Jul 16, 2026
WPG Advisers, LLC History No change 6,275 519 0.31% 0.31% 1738 0 0.0% Q2 2026 Aug 05, 2026
Synergy Financial Group, LTD History No change 6,260 518 0.37% 0.37% 1739 0 0.0% Q2 2026 Aug 04, 2026
Wingate Wealth Advisors, Inc. History No change 6,234 516 0.23% 0.23% 1740 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 6,192 512 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 6,189 512 0.06% 0.06% 1742 0 0.0% Q2 2026 Jul 09, 2026
Kennebec Savings Bank History No change 6,159 510 0.41% 0.41% 1743 0 0.0% Q2 2026 Jul 13, 2026
Synergy Asset Management, LLC History No change 6,129 507 0.05% 0.05% 1744 0 0.0% Q2 2026 Jul 22, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 6,116 506 0.19% 0.19% 1745 0 0.0% Q2 2026 Jul 09, 2026
Karpus Management, Inc. History No change 6,105 505 0.01% 0.01% 1746 0 0.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History No change 6,105 505 0.27% 0.27% 1747 0 0.0% Q2 2026 Jul 31, 2026
Legacy Capital Wealth Partners, LLC History No change 6,099 505 0.1% 0.1% 1748 0 0.0% Q2 2026 Aug 12, 2026
Inscription Capital, LLC History No change 6,104 505 0.04% 0.04% 1749 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 6,091 504 0.07% 0.07% 1750 0 0.0% Q2 2026 Aug 12, 2026
Lexington Hill Partners, LLC History No change 6,088 504 0.24% 0.24% 1751 0 0.0% Q2 2026 Jul 08, 2026
Frisch Financial Group, Inc. History No change 6,059 501 0.09% 0.09% 1752 0 0.0% Q2 2026 Aug 14, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 6,054 501 0.21% 0.21% 1753 0 0.0% Q2 2026 Jul 16, 2026
ADVISORTRUST PARTNERS, LLC History No change 6,016 498 0.17% 0.17% 1754 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 6,008 497 0.01% 0.01% 1755 0 0.0% Q2 2026 Aug 03, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 6,011 497 0.05% 0.05% 1756 0 0.0% Q2 2026 Jul 16, 2026
Stillwater Private Wealth, LLC History No change 6,129 496 0.32% 0.32% 1757 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 6,432 495 0.05% 0.05% 1758 0 0.0% Q2 2026 Aug 04, 2026
Private Capital Management, LLC History No change 5,967 494 0.04% 0.04% 1759 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 5,972 494 0.03% 0.03% 1760 0 0.0% Q2 2026 Jul 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 5,952 493 0.16% 0.16% 1761 0 0.0% Q2 2026 Jul 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,008 492 0.0% 0.0% 1762 0 0.0% Q2 2026 Aug 11, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 5,934 491 0.07% 0.07% 1763 0 0.0% Q2 2026 Jul 30, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 5,923 490 0.32% 0.32% 1764 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 5,908 489 0.13% 0.13% 1765 0 0.0% Q2 2026 Jul 17, 2026
Cedarwood Wealth LLC History No change 5,911 489 0.37% 0.37% 1766 0 0.0% Q2 2026 Jul 23, 2026
GERMAN AMERICAN BANCORP, INC. History No change 5,879 487 0.04% 0.04% 1767 0 0.0% Q2 2026 Aug 06, 2026
Hanson & Doremus Investment Management History No change 5,882 487 0.05% 0.05% 1768 0 0.0% Q2 2026 Jul 29, 2026
SYM FINANCIAL Corp History No change 5,875 486 0.04% 0.04% 1769 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Advisors, Inc. History No change 5,863 485 0.34% 0.34% 1770 0 0.0% Q2 2026 Oct 07, 2026
Collier Financial History No change 5,844 484 0.33% 0.33% 1771 0 0.0% Q2 2026 Jul 30, 2026
Fairvoy Private Wealth, LLC History No change 5,836 483 0.1% 0.1% 1772 0 0.0% Q2 2026 Jul 17, 2026
ENTREWEALTH, LLC History No change 6,081 482 0.18% 0.18% 1773 0 0.0% Q2 2026 Aug 13, 2026
FAYEZ SAROFIM & CO History No change 5,812 481 0.0% 0.0% 1774 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 5,814 481 0.06% 0.06% 1775 0 0.0% Q2 2026 Aug 14, 2026
WULFF, HANSEN & CO. History No change 5,804 480 0.37% 0.37% 1776 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL LIFE ADVISORS History No change 5,799 480 0.14% 0.14% 1777 0 0.0% Q2 2026 Jul 28, 2026
Compass Ion Advisors, LLC History No change 5,792 479 0.04% 0.04% 1778 0 0.0% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History No change 5,778 478 0.0% 0.0% 1779 0 0.0% Q2 2026 Aug 06, 2026
apricus wealth, LLC History No change 5,775 478 0.23% 0.23% 1780 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History No change 5,748 476 0.04% 0.04% 1781 0 0.0% Q2 2026 Jul 28, 2026
Great Diamond Partners, LLC History No change 5,754 476 0.08% 0.08% 1782 0 0.0% Q2 2026 Jul 17, 2026
Investment Advisory Group, LLC History No change 5,749 476 0.1% 0.1% 1783 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 5,735 475 0.01% 0.01% 1784 0 0.0% Q2 2026 Jul 17, 2026
Integrity Investment Advisors, LLC History No change 5,734 475 0.21% 0.21% 1785 0 0.0% Q2 2026 Jul 21, 2026
Steelhead Wealth Management LLC History No change 5,733 474 0.19% 0.19% 1786 0 0.0% Q2 2026 Aug 13, 2026
Keenan, LLC History No change 5,704 472 0.33% 0.33% 1787 0 0.0% Q2 2026 Aug 07, 2026
AlphaStar Capital Management, LLC History No change 5,671 469 0.03% 0.03% 1788 0 0.0% Q2 2026 Jul 30, 2026
WASHINGTON TRUST BANK History No change 5,660 468 0.03% 0.03% 1789 0 0.0% Q2 2026 Aug 05, 2026
Lazard Freres Gestion S.A.S. History No change 5,660 468 0.01% 0.01% 1790 0 0.0% Q2 2026 Aug 06, 2026
W.H. Cornerstone Investments Inc. History No change 5,633 466 0.26% 0.26% 1791 0 0.0% Q2 2026 Aug 07, 2026
Outbound Financial Inc History No change 5,627 466 0.3% 0.3% 1792 0 0.0% Q2 2026 Jul 15, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 5,592 463 0.09% 0.09% 1793 0 0.0% Q2 2026 Jul 13, 2026
Adventist Health System/ West History No change 5,601 463 0.07% 0.07% 1794 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 5,586 462 0.02% 0.02% 1795 0 0.0% Q2 2026 Aug 11, 2026
SilverOak Wealth Management LLC History No change 5,588 462 0.06% 0.06% 1796 0 0.0% Q2 2026 Jul 29, 2026
Hudson Capital Management LLC History No change 5,576 461 0.11% 0.11% 1797 0 0.0% Q2 2026 Jul 14, 2026
Stirlingshire Investments, Inc. History No change 5,543 459 0.34% 0.34% 1798 0 0.0% Q2 2026 Jul 31, 2026
Aviso Financial Inc. History No change 5,548 459 0.02% 0.02% 1799 0 0.0% Q2 2026 Aug 13, 2026
HBE Wealth Management, LLC History No change 5,534 458 0.33% 0.33% 1800 0 0.0% Q2 2026 Jul 13, 2026
Sand Hill Global Advisors, LLC History No change 5,519 457 0.01% 0.01% 1801 0 0.0% Q2 2026 Aug 11, 2026
CORRADO ADVISORS, LLC History No change 5,471 453 0.21% 0.21% 1802 0 0.0% Q2 2026 Jul 29, 2026
Fulcrum Capital LLC History No change 5,480 453 0.09% 0.09% 1803 0 0.0% Q2 2026 Jul 20, 2026
Highland Investment Advisors LLC History No change 5,469 453 0.2% 0.2% 1804 0 0.0% Q2 2026 Aug 13, 2026
AAF Wealth Management, LLC History No change 5,465 452 0.17% 0.17% 1805 0 0.0% Q2 2026 Jul 17, 2026
Clarity Wealth Advisors, LLC History No change 5,448 451 0.08% 0.08% 1806 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Asset Management, LLC History No change 5,569 451 0.1% 0.1% 1807 0 0.0% Q3 2026 Oct 08, 2026
Strathmore Capital Advisors, Inc. History No change 5,696 451 0.12% 0.12% 1808 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History No change 5,430 449 0.18% 0.18% 1809 0 0.0% Q2 2026 Aug 13, 2026
TCV Trust & Wealth Management, Inc. History No change 5,420 448 0.03% 0.03% 1810 0 0.0% Q2 2026 Jul 24, 2026
Carter Financial Group, INC. History No change 5,418 448 0.23% 0.23% 1811 0 0.0% Q2 2026 Jul 30, 2026
Aureus Asset Management, LLC History No change 5,405 447 0.03% 0.03% 1812 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Partners Investments, Inc. History No change 5,515 447 0.17% 0.19% 1813 0 0.0% Q3 2026 Oct 08, 2026
Fortune Financial Group, Inc. History No change 5,398 447 0.35% 0.35% 1814 0 0.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 5,351 443 0.02% 0.02% 1815 0 0.0% Q2 2026 Aug 06, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 5,318 440 0.11% 0.11% 1816 0 0.0% Q2 2026 Jul 09, 2026
Legacy PCG, LLC History No change 5,534 440 2.13% 2.13% 1817 0 0.0% Q2 2026 Aug 12, 2026
AVISO WEALTH MANAGEMENT History No change 5,302 439 0.15% 0.15% 1818 0 0.0% Q2 2026 Aug 04, 2026
WJ Financial Advisors LLC History No change 5,294 438 0.32% 0.32% 1819 0 0.0% Q2 2026 Aug 13, 2026
KDK Private Wealth Management, LLC History No change 5,280 437 0.36% 0.36% 1820 0 0.0% Q2 2026 Aug 12, 2026
Everest Private Wealth History No change 5,286 437 0.16% 0.16% 1821 0 0.0% Q2 2026 Aug 07, 2026
Bell Bank History No change 5,266 436 0.02% 0.02% 1822 0 0.0% Q2 2026 Jul 15, 2026
Presidio Capital Management, LLC History No change 5,255 435 0.11% 0.11% 1823 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 5,251 434 0.23% 0.23% 1824 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 5,144 426 0.02% 0.02% 1825 0 0.0% Q2 2026 Aug 11, 2026
Meredith Wealth Planning History No change 5,132 425 0.1% 0.1% 1826 0 0.0% Q2 2026 Jul 24, 2026
Penobscot Investment Management Company, Inc. History No change 5,107 423 0.03% 0.03% 1827 0 0.0% Q2 2026 Jul 24, 2026
Joel Isaacson & Co., LLC History No change 5,100 422 0.01% 0.01% 1828 0 0.0% Q2 2026 Aug 04, 2026
Phillips Wealth Planners LLC History No change 5,297 422 0.31% 0.31% 1829 0 0.0% Q2 2026 Aug 07, 2026
BRADY FAMILY WEALTH, LLC History No change 5,073 420 0.12% 0.12% 1830 0 0.0% Q2 2026 Jul 13, 2026
Odyssey Capital Advisors, Inc. History No change 5,073 420 0.3% 0.3% 1831 0 0.0% Q2 2026 Jul 31, 2026
Gaddis Premier Wealth Advisors LLC History No change 5,059 419 0.25% 0.25% 1832 0 0.0% Q2 2026 Aug 04, 2026
Warren Street Wealth Advisors, LLC History No change 5,036 417 0.09% 0.09% 1833 0 0.0% Q2 2026 Jul 22, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 5,034 417 0.15% 0.15% 1834 0 0.0% Q2 2026 Jul 14, 2026
Huntleigh Advisors, Inc. History No change 5,014 415 0.06% 0.06% 1835 0 0.0% Q2 2026 Aug 04, 2026
Newman Dignan & Sheerar, Inc. History No change 5,018 415 0.08% 0.08% 1836 0 0.0% Q2 2026 Jul 14, 2026
Gemmer Asset Management LLC History No change 5,009 414 0.03% 0.03% 1837 0 0.0% Q2 2026 Jul 15, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 5,007 414 0.17% 0.17% 1838 0 0.0% Q2 2026 Jul 16, 2026
Tidemark, LLC History No change 4,978 412 0.09% 0.09% 1839 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 4,962 411 0.0% 0.0% 1840 0 0.0% Q2 2026 Aug 13, 2026
Slagle Financial, LLC History No change 4,966 411 0.12% 0.12% 1841 0 0.0% Q2 2026 Jul 29, 2026
Cynosure Group, LLC History No change 4,960 410 0.06% 0.06% 1842 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 4,948 409 0.01% 0.01% 1843 0 0.0% Q2 2026 Jul 21, 2026
Robinhood Asset Management, LLC History No change 4,943 409 0.02% 0.02% 1844 0 0.0% Q2 2026 Aug 11, 2026
Atlas Brown,Inc. History Reduced 5,032 408 0.11% 0.11% 1845 -143 -2.76% Q3 2026 Oct 09, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,928 408 0.05% 0.05% 1846 0 0.0% Q2 2026 Jul 10, 2026
STAGE HARBOR FINANCIAL, LLC History No change 4,915 407 0.24% 0.24% 1847 0 0.0% Q2 2026 Aug 07, 2026
First County Bank /CT/ History No change 4,918 407 0.19% 0.19% 1848 0 0.0% Q2 2026 Jul 02, 2026
Financial Strategies Group, Inc. History No change 5,124 406 0.06% 0.06% 1849 0 0.0% Q2 2026 Aug 10, 2026
Windward Private Wealth Management Inc. History No change 4,904 406 0.13% 0.13% 1850 0 0.0% Q2 2026 Aug 04, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,904 406 0.05% 0.05% 1851 0 0.0% Q2 2026 Jul 20, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 4,900 405 0.05% 0.05% 1852 0 0.0% Q2 2026 Aug 14, 2026
Winter & Associates, Inc. History No change 4,901 405 0.3% 0.3% 1853 0 0.0% Q2 2026 Jul 09, 2026
Tennessee Valley Asset Management Partners History No change 4,885 404 0.04% 0.04% 1854 0 0.0% Q2 2026 Aug 10, 2026
Kagan Cocozza Asset Management History No change 4,864 402 0.25% 0.25% 1855 0 0.0% Q2 2026 Aug 06, 2026
180 WEALTH ADVISORS, LLC History No change 4,825 399 0.04% 0.04% 1856 0 0.0% Q2 2026 Jul 07, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,819 399 0.01% 0.01% 1857 0 0.0% Q2 2026 Jul 31, 2026
Collaborative Wealth Managment Inc. History No change 4,817 399 0.17% 0.17% 1858 0 0.0% Q2 2026 Aug 05, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,824 399 0.12% 0.12% 1859 0 0.0% Q2 2026 Jul 31, 2026
BURLING WEALTH PARTNERS, LLC History No change 4,814 398 0.06% 0.06% 1860 0 0.0% Q2 2026 Aug 04, 2026
WEST MICHIGAN ADVISORS, LLC History No change 4,779 395 0.08% 0.08% 1861 0 0.0% Q2 2026 Aug 21, 2026
Downshift Financial, LLC History No change 4,779 395 0.18% 0.18% 1862 0 0.0% Q2 2026 Aug 12, 2026
EdgeRock Capital LLC History No change 4,729 391 0.09% 0.09% 1863 0 0.0% Q2 2026 Jul 24, 2026
RHS Financial, LLC History No change 4,706 389 0.16% 0.16% 1864 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,686 388 0.04% 0.04% 1865 0 0.0% Q2 2026 Aug 07, 2026
Detalus Advisors, LLC History No change 4,689 388 0.08% 0.08% 1866 0 0.0% Q2 2026 Jul 27, 2026
FORTE ASSET MANAGEMENT LLC History No change 4,688 388 0.16% 0.16% 1867 0 0.0% Q2 2026 Jul 21, 2026
Adelphi Trust Co History Added to 4,779 387 0.25% 0.22% 1869 +823 20.8% Q3 2026 Oct 05, 2026
JPL Wealth Management, LLC History No change 4,674 387 0.08% 0.08% 1868 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 4,663 386 0.05% 0.05% 1870 0 0.0% Q2 2026 Aug 04, 2026
GDS Wealth Management History No change 4,655 385 0.02% 0.02% 1871 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 4,651 385 0.02% 0.02% 1872 0 0.0% Q2 2026 Aug 04, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 4,639 384 0.07% 0.07% 1873 0 0.0% Q2 2026 Jul 23, 2026
LITTLE HOUSE CAPITAL LLC History No change 4,642 384 0.09% 0.09% 1874 0 0.0% Q2 2026 Aug 07, 2026
Clearbridge Investments, LLC History No change 4,635 383 0.0% 0.0% 1875 0 0.0% Q2 2026 Aug 13, 2026
Harrington Investments, INC History No change 4,632 383 0.19% 0.19% 1876 0 0.0% Q2 2026 Jul 23, 2026
Formidable Asset Management, LLC History No change 5,465 381 0.06% 0.06% 1877 0 0.0% Q2 2026 Jul 17, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4,610 381 0.05% 0.05% 1878 0 0.0% Q2 2026 Jul 27, 2026
Fielder Capital Group LLC History No change 4,605 381 0.08% 0.08% 1879 0 0.0% Q2 2026 Aug 06, 2026
Uptown Financial Advisors LLC History No change 4,592 380 0.25% 0.25% 1880 0 0.0% Q2 2026 Jul 10, 2026
BAYBAN History No change 4,593 380 0.29% 0.29% 1881 0 0.0% Q2 2026 Jul 30, 2026
Noble Wealth Management PBC History Reduced 4,682 379 0.17% 0.19% 1882 -450 -8.77% Q3 2026 Oct 01, 2026
Bouvel Investment Partners, LLC History No change 4,572 378 0.09% 0.09% 1883 0 0.0% Q2 2026 Jul 17, 2026
Pallas Capital Advisors LLC History No change 4,568 378 0.01% 0.01% 1884 0 0.0% Q2 2026 Aug 07, 2026
UPTICK PARTNERS, LLC History No change 4,570 378 0.06% 0.06% 1885 0 0.0% Q2 2026 Aug 10, 2026
Marble Harbor Investment Counsel, LLC History No change 4,545 376 0.04% 0.04% 1886 0 0.0% Q2 2026 Aug 07, 2026
Gilbert & Cook, Inc. History No change 4,539 376 0.04% 0.04% 1887 0 0.0% Q2 2026 Jul 28, 2026
Piscataqua Savings Bank History No change 4,549 376 0.25% 0.25% 1888 0 0.0% Q2 2026 Jul 09, 2026
Arcus Capital Partners, LLC History No change 4,536 375 0.16% 0.16% 1889 0 0.0% Q2 2026 Aug 14, 2026
CrossGen Wealth, LLC History No change 4,515 373 0.29% 0.29% 1890 0 0.0% Q2 2026 Jul 24, 2026
M.E. ALLISON & CO., INC. History No change 4,571 370 0.21% 0.22% 1891 0 0.0% Q3 2026 Oct 08, 2026
Clearwave Capital, LLC History No change 4,420 366 0.2% 0.2% 1892 0 0.0% Q2 2026 Jul 17, 2026
COUNTRY TRUST BANK History No change 4,405 364 0.01% 0.01% 1893 0 0.0% Q2 2026 Jul 15, 2026
Burford Brothers, Inc. History No change 4,401 364 0.13% 0.13% 1894 0 0.0% Q2 2026 Jul 28, 2026
Impact Capital Partners LLC History No change 4,399 364 0.1% 0.1% 1895 0 0.0% Q2 2026 Jul 14, 2026
First Western Trust Bank History No change 4,387 363 0.02% 0.02% 1896 0 0.0% Q2 2026 Jul 29, 2026
Old Port Advisors History No change 4,386 363 0.07% 0.07% 1897 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,370 362 0.02% 0.02% 1898 0 0.0% Q2 2026 Jul 28, 2026
Bragg Financial Advisors, Inc History No change 4,351 360 0.01% 0.01% 1899 0 0.0% Q2 2026 Aug 12, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 4,356 360 0.31% 0.31% 1900 0 0.0% Q2 2026 Aug 03, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 4,341 359 1.01% 1.01% 1901 0 0.0% Q2 2026 Jul 30, 2026
Baldwin Investment Management, LLC History No change 4,324 358 0.03% 0.03% 1902 0 0.0% Q2 2026 Jul 28, 2026
Austin Asset Management Co Inc History No change 4,331 358 0.05% 0.05% 1903 0 0.0% Q2 2026 Jul 31, 2026
Abel Hall, LLC History No change 4,331 358 0.06% 0.06% 1904 0 0.0% Q2 2026 Jul 24, 2026
1015 Capital Partners, LLC History No change 4,327 358 0.3% 0.3% 1905 0 0.0% Q2 2026 Jul 21, 2026
Marshall Financial Group, LLC History No change 4,301 356 0.05% 0.05% 1906 0 0.0% Q2 2026 Jul 17, 2026
Wrenne Financial Planning LLC History No change 4,289 355 0.12% 0.12% 1907 0 0.0% Q2 2026 Jul 27, 2026
Balanced Rock Investment Advisors LLC History No change 4,277 354 0.22% 0.22% 1908 0 0.0% Q2 2026 Aug 14, 2026
Axis Wealth Partners, LLC History No change 4,280 354 0.17% 0.17% 1909 0 0.0% Q2 2026 Jul 28, 2026
Jeter Robert S II History No change 4,359 354 0.34% 0.34% 1910 0 0.0% Q2 2026 Jul 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,269 353 0.01% 0.01% 1911 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Financial Group History No change 4,272 353 0.27% 0.27% 1912 0 0.0% Q2 2026 Jul 27, 2026
Prism Planning Partners LLC History No change 4,252 352 0.37% 0.37% 1913 0 0.0% Q2 2026 Jul 23, 2026
Carnegie Investment Counsel History No change 4,238 351 0.01% 0.01% 1914 0 0.0% Q2 2026 Jul 30, 2026
Farmers National Bank History No change 4,232 350 0.07% 0.07% 1915 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 4,232 350 0.04% 0.04% 1916 0 0.0% Q2 2026 Jul 13, 2026
Fermata Advisors, LLC History No change 4,234 350 0.07% 0.07% 1917 0 0.0% Q2 2026 Jul 07, 2026
My Personal CFO, LLC History No change 4,233 350 0.14% 0.14% 1918 0 0.0% Q2 2026 Jul 21, 2026
RAM Investment Partners, LLC History No change 4,234 350 0.06% 0.06% 1919 0 0.0% Q2 2026 Jul 29, 2026
Keener Financial Planning LLC History No change 4,231 350 0.13% 0.13% 1920 0 0.0% Q2 2026 Jul 31, 2026
Arlington Financial Advisors, LLC History No change 4,218 349 0.04% 0.04% 1921 0 0.0% Q2 2026 Jul 22, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 4,216 349 0.06% 0.06% 1922 0 0.0% Q2 2026 Aug 06, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 4,192 347 0.03% 0.03% 1923 0 0.0% Q2 2026 Aug 14, 2026
PETRA FINANCIAL ADVISORS INC History No change 4,199 347 0.16% 0.16% 1924 0 0.0% Q2 2026 Jul 24, 2026
Port Capital LLC History No change 4,182 346 0.01% 0.01% 1925 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,140 342 0.02% 0.02% 1926 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Advisors LLC History No change 5,059 340 0.29% 0.29% 1927 0 0.0% Q2 2026 Aug 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 4,098 339 0.0% 0.0% 1928 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL GROUP History No change 4,103 339 0.03% 0.03% 1929 0 0.0% Q2 2026 Jul 16, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 4,093 339 0.15% 0.15% 1930 0 0.0% Q2 2026 Aug 14, 2026
J. M. Brown & Associates Inc. History No change 4,103 339 0.19% 0.19% 1931 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 4,081 338 0.63% 0.63% 1932 0 0.0% Q2 2026 Aug 10, 2026
Factor Wealth Management LTD History No change 4,165 337 0.05% 0.05% 1933 0 0.0% Q3 2026 Oct 08, 2026
Sound View Wealth Advisors Group, LLC History No change 4,066 336 0.02% 0.02% 1934 0 0.0% Q2 2026 Aug 11, 2026
Prairiewood Capital, LLC History No change 4,051 335 0.09% 0.09% 1935 0 0.0% Q2 2026 Jul 28, 2026
TRITONPOINT WEALTH, LLC History No change 4,036 334 0.03% 0.03% 1936 0 0.0% Q2 2026 Aug 11, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,026 333 0.05% 0.05% 1937 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC/CA History No change 4,031 333 0.05% 0.05% 1938 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 4,017 332 0.03% 0.03% 1939 0 0.0% Q2 2026 Aug 10, 2026
Global Financial Private Client, LLC History No change 4,017 332 0.09% 0.09% 1940 0 0.0% Q2 2026 Jul 20, 2026
EPIQ PARTNERS, LLC History Added to 4,084 331 0.14% 0.1% 1942 +1,255 44.36% Q3 2026 Oct 07, 2026
VILLERE ST DENIS J & CO LLC History No change 3,999 331 0.04% 0.04% 1941 0 0.0% Q2 2026 Aug 07, 2026
Warther Private Wealth, LLC History No change 4,000 331 0.07% 0.07% 1943 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 4,003 331 0.05% 0.05% 1944 0 0.0% Q2 2026 Jul 13, 2026
Kera Capital Partners, Inc. History No change 4,005 331 0.03% 0.03% 1945 0 0.0% Q2 2026 Aug 14, 2026
MATRIX ASSET ADVISORS INC/NY History No change 3,988 330 0.03% 0.03% 1946 0 0.0% Q2 2026 Jul 15, 2026
POSTROCK PARTNERS LLC History No change 3,988 330 0.13% 0.13% 1947 0 0.0% Q2 2026 Jul 24, 2026
Denver PWM, LLC History No change 4,060 329 0.11% 0.11% 1948 0 0.0% Q2 2026 Aug 17, 2026
Integris Wealth Management, LLC History No change 3,982 329 0.07% 0.07% 1949 0 0.0% Q2 2026 Jul 10, 2026
TI-TRUST, INC History No change 3,974 329 0.18% 0.18% 1950 0 0.0% Q2 2026 Jul 23, 2026
Novak & Powell Financial Services, Inc. History No change 3,974 329 0.16% 0.16% 1951 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 3,965 328 0.01% 0.01% 1952 0 0.0% Q2 2026 Aug 11, 2026
Great Point Wealth Advisors, LLC History No change 3,964 328 0.05% 0.05% 1953 0 0.0% Q2 2026 Jul 23, 2026
Financial Freedom, LLC History No change 3,962 328 0.15% 0.15% 1954 0 0.0% Q2 2026 Aug 05, 2026
Partners in Financial Planning History No change 3,948 327 0.05% 0.05% 1955 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 4,210 326 0.07% 0.07% 1956 0 0.0% Q2 2026 Aug 06, 2026
IVC Wealth Advisors LLC History No change 3,942 326 0.13% 0.13% 1957 0 0.0% Q2 2026 Jul 14, 2026
Genesis Wealth Advisors, LLC History No change 3,928 325 0.19% 0.19% 1958 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 3,924 325 0.06% 0.06% 1959 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 3,922 324 0.04% 0.04% 1960 0 0.0% Q2 2026 Jul 24, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 3,915 324 0.04% 0.04% 1961 0 0.0% Q2 2026 Jul 24, 2026
Edgemoor Investment Advisors, Inc. History No change 3,876 321 0.02% 0.02% 1962 0 0.0% Q2 2026 Aug 07, 2026
Wealth Care LLC History No change 3,883 321 0.26% 0.26% 1963 0 0.0% Q2 2026 Jul 15, 2026
AM INVESTMENT STRATEGIES LLC History No change 3,856 319 0.06% 0.06% 1964 0 0.0% Q2 2026 Jul 16, 2026
Avestar Capital, LLC History No change 3,827 317 0.02% 0.02% 1965 0 0.0% Q2 2026 Jul 29, 2026
HARMONY ASSET MANAGEMENT LLC History No change 3,838 317 0.09% 0.09% 1966 0 0.0% Q2 2026 Jul 20, 2026
ANCHYRA PARTNERS LLC History No change 3,835 317 0.08% 0.08% 1967 0 0.0% Q2 2026 Jul 23, 2026
DIVERSIFIED MANAGEMENT INC History Added to 3,899 316 0.06% 0.07% 1968 +210 5.69% Q3 2026 Oct 08, 2026
HARBOR ADVISORY CORP /MA/ History No change 3,810 315 0.08% 0.08% 1969 0 0.0% Q2 2026 Aug 13, 2026
Citizens Business Bank History No change 3,801 314 0.05% 0.05% 1970 0 0.0% Q2 2026 Aug 03, 2026
Register Financial Advisors LLC History No change 3,775 312 0.1% 0.1% 1971 0 0.0% Q2 2026 Jul 15, 2026
Hobbs Wealth Management, LLC History No change 3,778 312 0.26% 0.26% 1972 0 0.0% Q2 2026 Aug 06, 2026
First National Advisers, LLC History No change 3,760 311 0.04% 0.04% 1973 0 0.0% Q2 2026 Jul 21, 2026
Horizons Wealth Management History New 3,826 310 0.19% — 1976 +3,826 New Q3 2026 Oct 05, 2026
Sargent Investment Group, LLC History No change 3,745 310 0.04% 0.04% 1974 0 0.0% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History No change 3,749 310 0.03% 0.03% 1975 0 0.0% Q2 2026 Jul 24, 2026
Flagship Private Wealth, LLC History No change 3,732 309 0.11% 0.11% 1977 0 0.0% Q2 2026 Aug 04, 2026
Allegheny Financial Group History No change 3,738 309 0.03% 0.03% 1978 0 0.0% Q2 2026 Jul 22, 2026
Highland Financial Advisors, LLC History No change 3,730 309 0.07% 0.07% 1979 0 0.0% Q2 2026 Jul 09, 2026
ProCore Advisors, LLC History No change 3,732 309 0.38% 0.38% 1980 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Advisors, LLC History No change 3,730 308 0.03% 0.03% 1981 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 3,725 308 0.05% 0.05% 1982 0 0.0% Q2 2026 Jul 24, 2026
Destiny Wealth Partners, LLC History No change 3,975 308 0.04% 0.04% 1983 0 0.0% Q2 2026 Aug 07, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 4,920 307 0.23% 0.23% 1984 0 0.0% Q2 2026 Aug 04, 2026
Oakwell Private Wealth Management, LLC History No change 3,717 307 0.05% 0.05% 1985 0 0.0% Q2 2026 Aug 03, 2026
Quad-Cities Investment Group, LLC History No change 3,704 306 0.11% 0.11% 1986 0 0.0% Q2 2026 Jul 07, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 3,775 306 0.22% 0.22% 1987 0 0.0% Q3 2026 Oct 09, 2026
Cordoba Advisory Partners LLC History No change 3,696 306 0.06% 0.06% 1988 0 0.0% Q2 2026 Jul 21, 2026
Koss-Olinger Consulting, LLC History No change 3,682 305 0.02% 0.02% 1989 0 0.0% Q2 2026 Aug 10, 2026
River Street Advisors LLC History No change 3,690 305 0.09% 0.09% 1990 0 0.0% Q2 2026 Jul 21, 2026
One Charles Private Wealth Services, LLC History No change 3,674 304 0.07% 0.07% 1991 0 0.0% Q2 2026 Jul 15, 2026
CEERA INVESTMENTS, LLC History No change 3,660 303 0.13% 0.13% 1992 0 0.0% Q2 2026 Aug 05, 2026
Foguth Wealth Management, LLC. History No change 3,912 302 0.03% 0.03% 1993 0 0.0% Q2 2026 Jul 21, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,634 301 0.07% 0.07% 1994 0 0.0% Q2 2026 Aug 07, 2026
INSTRUMENTAL WEALTH, LLC History No change 3,641 301 0.15% 0.15% 1995 0 0.0% Q2 2026 Jul 16, 2026
MIRAMONTES CAPITAL, LLC History No change 3,637 301 0.09% 0.09% 1996 0 0.0% Q2 2026 Sep 09, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 3,625 300 0.02% 0.02% 1997 0 0.0% Q2 2026 Jul 27, 2026
Acorn Wealth Advisors, LLC History No change 3,602 298 0.07% 0.07% 1998 0 0.0% Q2 2026 Jul 30, 2026
Gimbal Financial History No change 3,590 297 0.18% 0.18% 1999 0 0.0% Q2 2026 Aug 04, 2026
Tradition Wealth Management, LLC History No change 3,588 297 0.02% 0.02% 2000 0 0.0% Q2 2026 Aug 11, 2026