iSHARES TRUST - IJH

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 132,841,270 10,243,390 5.47% 5.47% 1 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 67,302,599 5,189,703 0.33% 0.33% 2 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 60,496,272 4,664,867 0.77% 0.77% 3 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 57,005,004 4,395,655 0.71% 0.71% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 54,843,180 4,228,957 0.18% 0.18% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 43,362,888 3,343,712 0.29% 0.29% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 41,144,289 3,172,636 0.17% 0.17% 7 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 39,064,190 3,012,239 0.82% 0.82% 8 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 37,195,080 2,868,112 0.68% 0.68% 9 0 0.0% Q2 2026 Sep 23, 2026
BlackRock, Inc. History No change 29,075,313 2,241,997 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 25,918,017 1,998,538 0.25% 0.25% 11 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 24,548,419 1,892,928 0.22% 0.22% 12 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 22,963,213 1,770,693 0.4% 0.4% 13 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 22,450,924 1,731,190 0.26% 0.26% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 17,929,010 1,372,107 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 16,401,450 1,264,878 1.33% 1.33% 16 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 16,281,926 1,255,499 0.62% 0.62% 17 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 16,051,579 1,237,737 7.36% 7.36% 18 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 14,093,257 1,086,731 7.09% 7.09% 19 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 11,644,753 897,927 2.95% 2.95% 20 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 10,617,300 818,700 0.98% 0.98% 21 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 9,268,731 707,734 0.28% 0.28% 22 0 0.0% Q2 2026 Aug 14, 2026
Starboard Value LP History No change 8,877,781 684,565 15.13% 15.13% 23 0 0.0% Q2 2026 Aug 14, 2026
Millburn Ridgefield LLC /DE/ History No change 8,745,534 674,368 12.77% 12.77% 24 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 8,745,534 674,368 11.19% 11.19% 25 0 0.0% Q2 2026 Jul 24, 2026
REGIONS FINANCIAL CORP History No change 8,637,959 666,073 3.98% 3.98% 26 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 8,517,640 656,795 7.7% 7.7% 27 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 8,336,989 643,048 2.64% 2.64% 28 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 8,222,284 634,484 0.13% 0.13% 29 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 8,149,878 628,437 1.02% 1.02% 30 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 7,961,778 613,932 3.38% 3.38% 31 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 7,764,939 598,754 1.06% 1.06% 32 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 7,069,013 545,091 1.59% 1.59% 33 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 7,019,239 541,253 0.52% 0.52% 34 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 6,634,431 511,581 0.17% 0.17% 35 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 6,009,259 463,371 0.56% 0.56% 36 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 5,830,885 449,619 5.47% 5.47% 37 0 0.0% Q2 2026 Aug 07, 2026
Municipal Employees' Retirement System of Michigan History No change 5,705,045 439,916 4.86% 4.86% 38 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 5,616,598 433,095 1.63% 1.63% 39 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 5,379,027 414,776 9.5% 9.5% 40 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 5,165,944 398,346 0.43% 0.43% 41 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 5,114,258 394,360 0.55% 0.55% 42 0 0.0% Q2 2026 Aug 27, 2026
Creative Planning History No change 4,887,959 376,910 0.22% 0.22% 43 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 4,718,090 363,812 1.77% 1.77% 44 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 4,587,104 353,711 4.44% 4.44% 45 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 4,313,184 332,589 0.42% 0.42% 46 0 0.0% Q2 2026 Jul 29, 2026
DAVIS R M INC History No change 3,721,050 286,930 4.53% 4.53% 47 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 3,700,591 285,352 0.44% 0.44% 48 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 3,615,909 278,822 0.25% 0.25% 49 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 3,518,181 271,286 0.37% 0.37% 50 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 3,444,235 265,584 0.54% 0.54% 51 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 3,440,498 265,345 0.31% 0.31% 52 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 3,123,146 240,825 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,076,331 237,215 2.86% 2.86% 54 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History No change 3,198,871 236,314 4.99% 4.99% 55 0 0.0% Q2 2026 Jul 08, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,927,410 225,732 4.22% 4.22% 56 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 2,762,927 213,049 2.71% 2.71% 57 0 0.0% Q2 2026 Aug 05, 2026
BLB&B Advisors, LLC History No change 2,650,863 204,408 7.48% 7.48% 58 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 2,500,263 192,795 0.16% 0.16% 59 0 0.0% Q2 2026 Aug 12, 2026
Haverford Trust Co History No change 2,487,429 191,805 1.66% 1.66% 60 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 2,454,535 189,269 0.19% 0.19% 61 0 0.0% Q2 2026 Aug 12, 2026
Alaska Permanent Capital Management, LLC History No change 2,361,487 181,967 11.89% 11.89% 62 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 2,339,052 180,364 3.01% 3.01% 63 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,284,920 176,190 0.27% 0.27% 64 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 2,191,683 169,000 0.61% 0.61% 65 0 0.0% Q2 2026 Aug 14, 2026
Members Trust Co History No change 2,125,113 163,867 5.1% 5.1% 66 0 0.0% Q2 2026 Jul 31, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 2,064,728 159,211 9.6% 9.6% 67 0 0.0% Q2 2026 Jul 31, 2026
SWF LLC History No change 2,035,088 156,925 10.5% 10.5% 68 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,938,937 149,511 3.62% 3.62% 69 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,044,400 146,340 0.24% 0.24% 70 0 0.0% Q2 2026 Jul 15, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,897,411 146,309 7.13% 7.13% 71 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 1,898,589 145,090 1.42% 1.42% 72 0 0.0% Q2 2026 Jul 27, 2026
Hamilton Capital, LLC History No change 1,840,675 141,934 7.03% 7.03% 73 0 0.0% Q2 2026 Aug 17, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,821,548 140,459 2.46% 2.46% 74 0 0.0% Q2 2026 Jul 31, 2026
Sand Hill Global Advisors, LLC History No change 1,811,344 139,672 4.21% 4.21% 75 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,775,176 136,883 0.6% 0.6% 76 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,758,601 135,605 1.0% 1.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 1,727,863 133,235 5.26% 5.26% 78 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY TRUST CO History No change 1,725,716 133,069 1.45% 1.45% 79 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 1,710,991 131,934 1.67% 1.67% 80 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 1,687,739 130,141 1.79% 1.79% 81 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,672,609 128,974 0.16% 0.16% 82 0 0.0% Q2 2026 Aug 19, 2026
Lutz Financial Services LLC History No change 1,615,391 124,562 7.59% 7.59% 83 0 0.0% Q2 2026 Aug 05, 2026
Klingman & Associates, LLC History No change 1,604,169 123,697 5.27% 5.27% 84 0 0.0% Q2 2026 Jul 29, 2026
AlTi Global, Inc. History No change 1,592,514 122,798 2.54% 2.54% 85 0 0.0% Q2 2026 Aug 05, 2026
FIRST INTERSTATE BANK History No change 1,563,909 120,593 6.29% 6.29% 86 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,554,878 119,897 0.28% 0.28% 87 0 0.0% Q2 2026 Jul 27, 2026
Orgel Wealth Management, LLC History No change 1,548,629 119,414 2.26% 2.26% 88 0 0.0% Q2 2026 Jul 13, 2026
Destination Wealth Management History No change 1,548,248 119,385 2.79% 2.79% 89 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,532,850 118,204 1.41% 1.41% 90 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History No change 1,510,526 116,476 3.22% 3.22% 91 0 0.0% Q2 2026 Jul 24, 2026
SAGE FINANCIAL GROUP INC History No change 1,488,196 114,754 6.36% 6.36% 92 0 0.0% Q2 2026 Jul 21, 2026
Kestra Advisory Services, LLC History No change 1,486,092 114,592 0.37% 0.37% 93 0 0.0% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History No change 1,484,086 114,437 1.1% 1.1% 94 0 0.0% Q2 2026 Jul 21, 2026
Dynasty Wealth Management, LLC History No change 1,479,137 114,056 0.85% 0.85% 95 0 0.0% Q2 2026 Aug 13, 2026
Ally Invest Advisors Inc. History No change 1,467,792 113,181 6.83% 6.83% 96 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 1,465,008 112,967 0.16% 0.16% 97 0 0.0% Q2 2026 Aug 12, 2026
FIL Ltd History No change 1,462,118 112,743 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 1,396,856 107,711 0.5% 0.5% 99 0 0.0% Q2 2026 Aug 18, 2026
Accredited Investors Inc. History No change 1,394,914 107,561 4.65% 4.65% 100 0 0.0% Q2 2026 Jul 21, 2026
STATE STREET CORP History No change 1,394,337 107,517 0.0% 0.0% 101 0 0.0% Q2 2026 Sep 22, 2026
Steward Partners Investment Advisory, LLC History No change 1,385,892 106,866 0.55% 0.55% 102 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History No change 1,336,250 103,038 13.16% 13.16% 103 0 0.0% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,324,394 102,124 0.32% 0.32% 104 0 0.0% Q2 2026 Aug 10, 2026
Connecticut Wealth Management, LLC History No change 1,317,455 101,588 3.76% 3.76% 105 0 0.0% Q2 2026 Jul 29, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 1,307,580 100,827 10.81% 10.81% 106 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 1,304,552 100,594 1.01% 1.01% 107 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Management, LLC History No change 1,301,904 100,389 5.25% 5.25% 108 0 0.0% Q2 2026 Jul 09, 2026
Linscomb Wealth, Inc. History No change 1,292,307 99,649 4.32% 4.32% 109 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 1,275,896 98,384 1.32% 1.32% 110 0 0.0% Q2 2026 Aug 12, 2026
Mesirow Financial Investment Management, Inc. History No change 1,239,853 95,606 1.5% 1.5% 111 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 1,226,684 94,590 0.18% 0.18% 112 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,251,021 94,414 1.77% 1.77% 113 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 1,224,173 94,396 0.28% 0.28% 114 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 1,211,123 93,389 0.56% 0.56% 115 0 0.0% Q2 2026 Aug 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,205,401 92,948 1.16% 1.16% 116 0 0.0% Q2 2026 Jul 24, 2026
BOK Financial Private Wealth, Inc. History No change 1,197,424 92,333 4.74% 4.74% 117 0 0.0% Q2 2026 Aug 07, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 1,194,710 92,124 0.41% 0.41% 118 0 0.0% Q2 2026 Jul 30, 2026
Alaska Wealth Advisors, LLC History No change 1,194,638 92,118 9.98% 9.98% 119 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,153,834 88,972 1.11% 1.11% 120 0 0.0% Q2 2026 Aug 13, 2026
RMR Wealth Builders History No change 1,153,024 88,909 5.52% 5.52% 121 0 0.0% Q2 2026 Jul 24, 2026
Goelzer Investment Management, Inc. History No change 1,150,363 88,704 3.87% 3.87% 122 0 0.0% Q2 2026 Jul 14, 2026
Ballentine Partners, LLC History No change 1,144,917 88,284 1.08% 1.08% 123 0 0.0% Q2 2026 Jul 17, 2026
RKL Wealth Management LLC History No change 1,112,664 85,797 6.84% 6.84% 124 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,092,516 84,243 1.34% 1.34% 125 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,231,477 83,161 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
Pine Ridge Advisers LLC History No change 1,051,800 81,104 4.89% 4.89% 127 0 0.0% Q2 2026 Aug 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 1,048,475 80,847 12.7% 12.7% 128 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial Strategies, Inc. History No change 1,044,165 80,515 5.65% 5.65% 129 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 1,043,164 80,438 5.83% 5.83% 130 0 0.0% Q2 2026 Jul 23, 2026
MCF Advisors LLC History No change 1,041,383 80,301 2.87% 2.87% 131 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 1,027,514 79,231 0.46% 0.46% 132 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 997,258 76,898 0.09% 0.09% 133 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 989,255 76,281 0.09% 0.09% 134 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 965,352 74,438 0.06% 0.06% 135 0 0.0% Q2 2026 Sep 09, 2026
Capital Asset Advisory Services LLC History No change 950,783 73,314 2.65% 2.65% 136 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 945,584 72,913 0.89% 0.89% 137 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 945,484 72,906 0.71% 0.71% 138 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 944,567 72,835 0.69% 0.69% 139 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 943,201 72,730 1.21% 1.21% 140 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 942,760 72,696 4.96% 4.96% 141 0 0.0% Q2 2026 Jul 15, 2026
Quotient Wealth Partners, LLC History No change 931,862 71,855 1.7% 1.7% 142 0 0.0% Q2 2026 Aug 03, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 919,199 70,879 0.24% 0.24% 143 0 0.0% Q2 2026 Aug 10, 2026
Charter Capital Management, LLC\DE History No change 916,606 70,679 31.29% 31.29% 144 0 0.0% Q2 2026 Jul 24, 2026
ARROW FINANCIAL CORP History No change 905,594 69,830 6.25% 6.25% 145 0 0.0% Q2 2026 Jul 31, 2026
CKW FINANCIAL GROUP History No change 907,553 69,373 6.82% 6.82% 146 0 0.0% Q2 2026 Jul 24, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 896,833 69,154 9.01% 9.01% 147 0 0.0% Q2 2026 Jul 20, 2026
Magnus Financial Group LLC History No change 894,548 68,978 4.88% 4.88% 148 0 0.0% Q2 2026 Jul 09, 2026
Chandler Asset Management, Inc. History No change 894,373 68,965 9.72% 9.72% 149 0 0.0% Q2 2026 Aug 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 888,514 68,513 4.04% 4.04% 150 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 902,005 68,056 1.36% 1.36% 151 0 0.0% Q2 2026 Jul 29, 2026
Valmark Advisers, Inc. History No change 877,936 67,697 0.72% 0.72% 152 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 870,881 67,153 0.29% 0.29% 153 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 870,006 67,086 0.31% 0.31% 154 0 0.0% Q2 2026 Jul 27, 2026
Consolidated Portfolio Review Corp History No change 862,600 66,515 5.54% 5.54% 155 0 0.0% Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History No change 861,198 66,406 1.28% 1.28% 156 0 0.0% Q2 2026 Aug 11, 2026
BlueStem Wealth Partners, LLC History No change 860,493 66,352 6.61% 6.61% 157 0 0.0% Q2 2026 Aug 11, 2026
WEST PACES ADVISORS INC. History No change 852,655 65,748 11.03% 11.03% 158 0 0.0% Q2 2026 Jul 17, 2026
TRUEFG, LLC History No change 844,065 65,085 15.2% 15.2% 159 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Asset Management, LLC History No change 824,734 63,770 6.14% 6.14% 160 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 825,602 63,662 0.54% 0.54% 161 0 0.0% Q2 2026 Jul 27, 2026
Portland Global Advisors LLC History No change 820,804 63,292 6.01% 6.01% 162 0 0.0% Q2 2026 Aug 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 812,619 62,661 2.94% 2.94% 163 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Reduced 866,844 62,369 4.75% 5.15% 164 -41,713 -4.59% Q3 2026 Oct 06, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 807,545 62,269 5.9% 5.9% 165 0 0.0% Q2 2026 Aug 12, 2026
Wealthquest Corp History No change 803,877 61,986 3.91% 3.91% 166 0 0.0% Q2 2026 Jul 23, 2026
JNBA Financial Advisors History No change 794,124 61,234 4.64% 4.64% 167 0 0.0% Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History No change 793,126 61,157 1.71% 1.71% 168 0 0.0% Q2 2026 Jul 17, 2026
Resonant Capital Advisors, LLC History No change 777,549 59,956 2.86% 2.86% 169 0 0.0% Q2 2026 Jul 24, 2026
HORAN Wealth, LLC History No change 776,645 59,887 7.49% 7.49% 170 0 0.0% Q2 2026 Aug 26, 2026
HSBC HOLDINGS PLC History No change 775,465 59,793 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 772,085 59,535 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 761,810 58,743 0.63% 0.63% 173 0 0.0% Q2 2026 Aug 03, 2026
Tarbox Family Office, Inc. History No change 748,612 57,725 8.27% 8.27% 174 0 0.0% Q2 2026 Aug 03, 2026
QUADRANT CAPITAL GROUP LLC History No change 743,061 57,297 1.57% 1.57% 175 0 0.0% Q2 2026 Aug 14, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 76,482 57,276 13.71% 13.71% 176 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 735,629 56,728 0.15% 0.15% 177 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 724,208 55,843 2.78% 2.78% 178 0 0.0% Q2 2026 Jul 10, 2026
Single Point Partners, LLC History No change 720,093 55,526 9.78% 9.78% 179 0 0.0% Q2 2026 Jul 16, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 714,861 55,122 4.48% 4.48% 180 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 711,692 54,878 4.26% 4.26% 181 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 692,811 53,422 0.57% 0.57% 182 0 0.0% Q2 2026 Aug 03, 2026
COURIER CAPITAL LLC History No change 689,177 53,142 2.65% 2.65% 183 0 0.0% Q2 2026 Jul 16, 2026
BLAIR WILLIAM & CO/IL History No change 685,526 52,860 0.14% 0.14% 184 0 0.0% Q2 2026 Aug 11, 2026
SAX WEALTH ADVISORS, LLC History No change 782,210 52,822 2.15% 2.15% 185 0 0.0% Q2 2026 Jul 09, 2026
Nadler Financial Group, Inc. History No change 682,723 52,644 4.46% 4.46% 186 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 677,768 52,262 0.8% 0.8% 187 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 674,296 51,993 2.31% 2.31% 188 0 0.0% Q2 2026 Aug 03, 2026
Trilogy Capital Inc. History No change 674,236 51,990 2.02% 2.02% 189 0 0.0% Q2 2026 Jul 02, 2026
BANK OF NOVA SCOTIA History No change 671,000 51,740 0.08% 0.08% 190 0 0.0% Q2 2026 Aug 12, 2026
American Trust History No change 669,220 51,603 3.98% 3.98% 191 0 0.0% Q2 2026 Aug 14, 2026
New England Professional Planning Group Inc. History No change 669,121 51,595 19.26% 19.26% 192 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 653,225 50,370 0.34% 0.34% 193 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 650,722 50,177 0.37% 0.37% 194 0 0.0% Q2 2026 Jul 23, 2026
GREENWOOD GEARHART LLC History No change 643,308 49,605 2.31% 2.31% 195 0 0.0% Q2 2026 Jul 24, 2026
RTD Financial Advisors, Inc. History No change 640,045 49,353 5.38% 5.38% 196 0 0.0% Q2 2026 Jul 13, 2026
Sequoia Financial Advisors, LLC History No change 630,599 48,625 0.24% 0.24% 197 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Advisors, LLC History No change 626,853 48,336 0.64% 0.64% 198 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 607,624 46,854 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 04, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 607,153 46,817 0.24% 0.24% 200 0 0.0% Q2 2026 Jul 17, 2026
Grove Bank & Trust History No change 606,822 46,792 4.64% 4.64% 201 0 0.0% Q2 2026 Jul 07, 2026
YHB Investment Advisors, Inc. History No change 604,397 46,605 2.98% 2.98% 202 0 0.0% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History No change 603,088 46,504 0.3% 0.3% 203 0 0.0% Q2 2026 Sep 08, 2026
Chesley Taft & Associates LLC History No change 602,154 46,432 1.81% 1.81% 204 0 0.0% Q2 2026 Jul 08, 2026
MainStreet Investment Advisors LLC History No change 595,959 45,954 6.26% 6.26% 205 0 0.0% Q2 2026 Aug 12, 2026
Urban Financial Advisory Corp History No change 591,569 45,615 12.57% 12.57% 206 0 0.0% Q2 2026 Aug 06, 2026
Beaumont Financial Advisors, LLC History No change 590,555 45,537 2.9% 2.9% 207 0 0.0% Q2 2026 Aug 04, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 630,548 45,367 1.2% 1.31% 208 -28,853 -4.38% Q3 2026 Oct 05, 2026
DT Investment Partners, LLC History No change 585,874 45,176 3.37% 3.37% 209 0 0.0% Q2 2026 Jul 27, 2026
EP Wealth Advisors, LLC History No change 576,397 44,446 0.17% 0.17% 210 0 0.0% Q2 2026 Aug 11, 2026
Drake & Associates, LLC History No change 574,352 44,288 7.46% 7.46% 211 0 0.0% Q2 2026 Aug 10, 2026
Planning Project LLC History No change 587,162 44,244 8.82% 8.82% 212 0 0.0% Q2 2026 Sep 01, 2026
Farther Finance Advisors, LLC History No change 563,919 43,482 0.34% 0.34% 213 0 0.0% Q2 2026 Jul 17, 2026
Human Investing LLC History No change 563,757 43,471 5.64% 5.64% 214 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 555,851 42,861 2.89% 2.89% 215 0 0.0% Q2 2026 Jul 20, 2026
Savant Capital, LLC History No change 553,675 42,736 0.13% 0.13% 216 0 0.0% Q2 2026 Aug 10, 2026
Diversified Trust Co History No change 552,240 42,583 0.68% 0.68% 217 0 0.0% Q2 2026 Jul 17, 2026
Pure Financial Advisors, LLC History No change 551,186 42,501 0.54% 0.54% 218 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 548,802 42,318 0.06% 0.06% 219 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 545,312 42,049 2.83% 2.83% 220 0 0.0% Q2 2026 Jul 17, 2026
Diversify Advisory Services, LLC History No change 549,247 41,742 0.7% 0.7% 221 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 549,247 41,742 0.7% 0.7% 222 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 536,873 41,398 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 536,816 41,393 5.3% 5.3% 224 0 0.0% Q2 2026 Jul 31, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 533,317 41,124 4.24% 4.24% 225 0 0.0% Q2 2026 Jul 27, 2026
CJM Wealth Advisers, Ltd. History No change 532,055 41,026 10.77% 10.77% 226 0 0.0% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History No change 531,468 40,981 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History No change 530,909 40,938 3.82% 3.82% 228 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 529,378 40,820 0.17% 0.17% 229 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 526,930 40,631 0.6% 0.6% 230 0 0.0% Q2 2026 Aug 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 526,146 40,542 0.22% 0.22% 231 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 525,121 40,492 1.17% 1.17% 232 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 525,121 40,463 0.13% 0.13% 233 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 519,419 40,052 0.45% 0.45% 234 0 0.0% Q2 2026 Aug 12, 2026
BANK OF STOCKTON History No change 518,901 40,012 11.23% 11.23% 235 0 0.0% Q2 2026 Jul 29, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 515,533 39,752 2.13% 2.13% 236 0 0.0% Q2 2026 Jul 15, 2026
WESTWOOD HOLDINGS GROUP INC History No change 513,563 39,600 0.3% 0.3% 237 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 513,069 39,562 0.77% 0.77% 238 0 0.0% Q2 2026 Aug 11, 2026
Leverty Financial Group, LLC History No change 512,208 39,496 7.68% 7.68% 239 0 0.0% Q2 2026 Jul 10, 2026
FIRST HORIZON CORP History No change 509,988 39,325 1.51% 1.51% 240 0 0.0% Q2 2026 Jul 20, 2026
NewSquare Capital LLC History No change 508,963 39,246 2.9% 2.9% 241 0 0.0% Q2 2026 Jul 28, 2026
Stockman Wealth Management, Inc. History No change 505,787 39,001 4.03% 4.03% 242 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 499,802 38,539 0.45% 0.45% 243 0 0.0% Q2 2026 Jul 22, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 492,955 38,011 2.28% 2.28% 244 0 0.0% Q2 2026 Jul 31, 2026
Arkos Global Advisors History No change 491,224 37,878 4.49% 4.49% 245 0 0.0% Q2 2026 Aug 14, 2026
Verde Capital Management History No change 490,013 37,784 6.99% 6.99% 246 0 0.0% Q2 2026 Aug 11, 2026
Shoker Investment Counsel, Inc. History No change 489,850 37,772 9.48% 9.48% 247 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 489,709 37,761 0.43% 0.43% 248 0 0.0% Q2 2026 Aug 04, 2026
ESL Trust Services, LLC History No change 486,270 37,496 6.39% 6.39% 249 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 484,229 37,338 0.75% 0.75% 250 0 0.0% Q2 2026 Aug 14, 2026
1ST SOURCE BANK History No change 479,288 36,957 1.68% 1.68% 251 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 479,069 36,941 0.11% 0.11% 252 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 477,342 36,807 0.26% 0.26% 253 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 476,645 36,754 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 13, 2026
FORM Wealth Advisors, LLC History No change 475,865 36,693 4.04% 4.04% 255 0 0.0% Q2 2026 Jul 10, 2026
Sanctuary Advisors, LLC History No change 474,232 36,568 0.17% 0.17% 256 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 473,125 36,482 0.76% 0.76% 257 0 0.0% Q2 2026 Jul 29, 2026
SCS Capital Management LLC History No change 472,307 36,419 0.34% 0.34% 258 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 478,863 36,139 0.51% 0.51% 259 0 0.0% Q2 2026 Jul 08, 2026
Forvis Mazars Wealth Advisors, LLC History No change 465,270 35,877 0.6% 0.6% 260 0 0.0% Q2 2026 Aug 10, 2026
Altus Wealth Management, LLC History No change 464,048 35,782 13.77% 13.77% 261 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 463,953 35,775 1.13% 1.13% 262 0 0.0% Q2 2026 Jul 27, 2026
Voya Financial Advisors, Inc. History No change 464,001 35,510 3.13% 3.13% 263 0 0.0% Q2 2026 Aug 12, 2026
Arcataur Capital Management LLC History No change 459,664 35,444 8.78% 8.78% 264 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 457,005 35,239 0.39% 0.39% 265 0 0.0% Q2 2026 Aug 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 455,491 35,122 3.39% 3.39% 266 0 0.0% Q2 2026 Jul 22, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 455,314 35,109 2.57% 2.57% 267 0 0.0% Q2 2026 Aug 03, 2026
Brand Asset Management Group, Inc. History No change 455,097 35,092 7.76% 7.76% 268 0 0.0% Q2 2026 Aug 12, 2026
Atlanta Consulting Group Advisors, LLC History No change 455,097 35,092 5.56% 5.56% 269 0 0.0% Q2 2026 Aug 14, 2026
Constellation Investments, Inc. History No change 455,000 35,085 1.1% 1.1% 270 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 452,156 34,865 1.15% 1.15% 271 0 0.0% Q2 2026 Aug 10, 2026
Coastline Trust Co History Reduced 480,770 34,591 3.23% 3.37% 272 -12,580 -2.55% Q3 2026 Oct 01, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 434,926 33,537 0.62% 0.62% 273 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 432,570 33,355 1.52% 1.52% 274 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF VERMONT History No change 431,810 33,296 1.24% 1.24% 275 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 428,400 33,033 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
Randolph Co Inc History No change 428,397 33,033 2.78% 2.78% 277 0 0.0% Q2 2026 Jul 23, 2026
Retirement Systems of Alabama History No change 426,953 32,922 0.1% 0.1% 278 0 0.0% Q2 2026 Jul 28, 2026
Vestwell Advisors, LLC History No change 426,807 32,911 7.88% 7.88% 279 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 425,279 32,793 4.99% 4.99% 280 0 0.0% Q2 2026 Jul 14, 2026
Fiera Capital Corp History No change 424,620 32,742 0.12% 0.12% 281 0 0.0% Q2 2026 Aug 07, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 422,669 32,592 3.23% 3.23% 282 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 420,147 32,397 0.32% 0.32% 283 0 0.0% Q2 2026 Aug 10, 2026
Mullooly Asset Management, Inc. History No change 417,673 32,205 9.91% 9.91% 284 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 417,260 32,174 0.35% 0.35% 285 0 0.0% Q2 2026 Jul 28, 2026
King Wealth Management Group History No change 416,594 32,124 3.51% 3.51% 286 0 0.0% Q2 2026 Aug 05, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 416,280 32,099 6.05% 6.05% 287 0 0.0% Q2 2026 Jul 21, 2026
Turtle Creek Wealth Advisors, LLC History No change 412,137 31,766 1.68% 1.68% 288 0 0.0% Q2 2026 Jul 27, 2026
Bryant Woods Investment Advisors, LLC History No change 409,810 31,600 8.79% 8.79% 289 0 0.0% Q2 2026 Jul 22, 2026
Investments & Financial Planning, LLC History No change 408,629 31,509 14.92% 14.92% 290 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 405,049 31,233 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 404,308 31,176 0.05% 0.05% 292 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 400,343 30,870 2.01% 2.01% 293 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 399,883 30,835 0.05% 0.05% 294 0 0.0% Q2 2026 Aug 14, 2026
Serenus Wealth Advisors, LLC History No change 399,067 30,767 5.37% 5.37% 295 0 0.0% Q2 2026 Aug 05, 2026
Wealth Advisory Solutions, LLC History No change 398,148 30,701 6.3% 6.3% 296 0 0.0% Q2 2026 Jul 24, 2026
AA Financial Advisors, LLC History No change 396,971 30,610 3.68% 3.68% 297 0 0.0% Q2 2026 Jul 17, 2026
CIBC WORLD MARKET INC. History No change 395,458 30,493 0.05% 0.05% 298 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 390,586 30,118 3.21% 3.21% 299 0 0.0% Q2 2026 Jul 15, 2026
MONTAG A & ASSOCIATES INC History No change 389,890 30,064 1.27% 1.27% 300 0 0.0% Q2 2026 Aug 05, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 389,361 30,024 3.59% 3.59% 301 0 0.0% Q2 2026 Jul 08, 2026
GenWealth Group, Inc. History No change 388,111 29,927 4.66% 4.66% 302 0 0.0% Q2 2026 Jul 10, 2026
LGL PARTNERS, LLC History No change 387,908 29,911 10.94% 10.94% 303 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 387,653 29,891 1.07% 1.07% 304 0 0.0% Q2 2026 Jul 27, 2026
West Financial Advisors, LLC History No change 384,262 29,630 4.5% 4.5% 305 0 0.0% Q2 2026 Jul 08, 2026
Madison Asset Management, LLC History No change 383,925 29,604 0.35% 0.35% 306 0 0.0% Q2 2026 Aug 10, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 381,125 29,388 3.72% 3.72% 307 0 0.0% Q2 2026 Jul 31, 2026
Twele Capital Management, Inc. History No change 378,917 29,218 4.77% 4.77% 308 0 0.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History No change 378,363 29,175 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 03, 2026
Texas Capital Bank Wealth Management Services Inc History No change 377,450 29,105 1.56% 1.56% 310 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 384,773 29,065 4.17% 4.17% 311 0 0.0% Q2 2026 Aug 06, 2026
VICUS CAPITAL History No change 373,784 28,822 1.86% 1.86% 312 0 0.0% Q2 2026 Aug 05, 2026
WASHINGTON TRUST Co History No change 372,139 28,695 0.89% 0.89% 313 0 0.0% Q2 2026 Aug 03, 2026
RWA WEALTH PARTNERS, LLC History No change 371,641 28,657 0.27% 0.27% 314 0 0.0% Q2 2026 Aug 07, 2026
Iowa State Bank History Added to 392,508 28,240 4.77% 4.95% 315 +8,526 2.22% Q3 2026 Oct 06, 2026
Ironwood Financial, llc History No change 371,526 27,953 4.38% 4.38% 316 0 0.0% Q2 2026 Jul 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 361,909 27,906 0.43% 0.43% 317 0 0.0% Q2 2026 Aug 03, 2026
Glenview Trust Co History No change 361,251 27,856 0.39% 0.39% 318 0 0.0% Q2 2026 Aug 18, 2026
NAN FUNG TRINITY (HK) Ltd History No change 359,000 27,682 2.73% 2.73% 319 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 357,547 27,570 0.23% 0.23% 320 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 362,191 27,559 1.84% 1.84% 321 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Retirement, LLC History No change 363,630 27,523 1.51% 1.51% 322 0 0.0% Q2 2026 Aug 12, 2026
LTG Capital LLC History No change 355,023 27,375 18.31% 18.31% 323 0 0.0% Q2 2026 Aug 05, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 350,159 27,000 6.95% 6.95% 324 0 0.0% Q2 2026 Aug 07, 2026
INSTRUMENTAL WEALTH, LLC History No change 349,506 26,950 13.64% 13.64% 325 0 0.0% Q2 2026 Jul 16, 2026
First Nebraska Trust Co History No change 347,451 26,791 2.16% 2.16% 326 0 0.0% Q2 2026 Aug 12, 2026
Harbor Group, Inc. History No change 343,409 26,480 3.11% 3.11% 327 0 0.0% Q2 2026 Jul 22, 2026
Orin Green Financial, LLC History No change 343,070 26,454 9.76% 9.76% 328 0 0.0% Q2 2026 Jul 13, 2026
Walkner Condon Financial Advisors LLC History No change 342,324 26,395 3.03% 3.03% 329 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 341,975 26,369 0.29% 0.29% 330 0 0.0% Q2 2026 Aug 04, 2026
Coyle Financial Counsel LLC History No change 341,501 26,333 4.81% 4.81% 331 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 341,491 26,332 0.16% 0.16% 332 0 0.0% Q2 2026 Jul 20, 2026
Vestmark Advisory Solutions, Inc. History No change 341,485 26,331 0.25% 0.25% 333 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 344,299 26,310 2.17% 2.17% 334 0 0.0% Q2 2026 Aug 07, 2026
PINNACLE ASSOCIATES LTD History No change 338,405 26,094 0.28% 0.28% 335 0 0.0% Q2 2026 Aug 03, 2026
Whitcomb & Hess, Inc. History No change 337,647 26,035 5.62% 5.62% 336 0 0.0% Q2 2026 Jul 08, 2026
CGC Financial Services, LLC History No change 337,217 26,002 5.85% 5.85% 337 0 0.0% Q2 2026 Jul 13, 2026
Centerpoint Advisors, LLC History No change 336,148 25,920 7.36% 7.36% 338 0 0.0% Q2 2026 Aug 05, 2026
NorthCoast Asset Management LLC History No change 335,911 25,902 0.57% 0.57% 339 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 333,521 25,717 0.57% 0.57% 340 0 0.0% Q2 2026 Jul 28, 2026
Alpine Bank Wealth Management History No change 332,360 25,628 3.29% 3.29% 341 0 0.0% Q2 2026 Aug 07, 2026
CONNING INC. History No change 330,740 25,503 0.76% 0.76% 342 0 0.0% Q2 2026 Jul 30, 2026
Harbour Trust & Investment Management Co History No change 330,500 25,484 2.45% 2.45% 343 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 328,820 25,355 0.38% 0.38% 344 0 0.0% Q2 2026 Aug 10, 2026
Trifecta Capital Advisors, LLC History No change 327,722 25,270 3.26% 3.26% 345 0 0.0% Q2 2026 Aug 03, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 325,897 25,129 0.46% 0.46% 346 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 325,484 25,098 1.2% 1.2% 347 0 0.0% Q2 2026 Jul 23, 2026
PACK Private Wealth, LLC History No change 323,292 24,929 10.32% 10.32% 348 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 323,269 24,927 0.14% 0.14% 349 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 323,134 24,916 0.11% 0.11% 350 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisors, LLC History No change 322,816 24,892 3.43% 3.43% 351 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 322,790 24,890 0.47% 0.47% 352 0 0.0% Q2 2026 Jul 09, 2026
Envestnet Portfolio Solutions, Inc. History No change 322,024 24,831 0.12% 0.12% 353 0 0.0% Q2 2026 Sep 23, 2026
Evernest Financial Advisors, LLC History No change 316,310 24,390 5.1% 5.1% 354 0 0.0% Q2 2026 Aug 05, 2026
PENINSULA ASSET MANAGEMENT INC History No change 314,135 24,222 11.59% 11.59% 355 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 314,111 24,221 1.39% 1.39% 356 0 0.0% Q2 2026 Aug 13, 2026
LYNCH & ASSOCIATES/IN History No change 313,704 24,189 4.23% 4.23% 357 0 0.0% Q2 2026 Jul 13, 2026
Avondale Wealth Management History No change 313,179 24,149 9.85% 9.85% 358 0 0.0% Q2 2026 Jul 13, 2026
Cambridge Advisors Inc. History No change 311,487 24,018 4.13% 4.13% 359 0 0.0% Q2 2026 Jul 16, 2026
Allspring Global Investments Holdings, LLC History No change 313,797 23,986 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 13, 2026
ANB BANK History No change 311,001 23,981 8.95% 8.95% 361 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 309,593 23,872 1.99% 1.99% 362 0 0.0% Q2 2026 Aug 10, 2026
LCW Services, LLC History No change 308,888 23,818 10.37% 10.37% 363 0 0.0% Q2 2026 Jul 30, 2026
NOTTINGHAM ADVISORS, INC. History No change 314,218 23,616 2.82% 2.82% 364 0 0.0% Q2 2026 Jul 27, 2026
jvl associates llc History No change 304,730 23,497 6.67% 6.67% 365 0 0.0% Q2 2026 Jul 06, 2026
BURNS J W & CO INC/NY History No change 304,712 23,496 2.45% 2.45% 366 0 0.0% Q2 2026 Jul 15, 2026
BAILARD, INC. History No change 304,447 23,475 0.48% 0.48% 367 0 0.0% Q2 2026 Jul 30, 2026
MERIDIAN MANAGEMENT CO History No change 303,717 23,419 5.26% 5.26% 368 0 0.0% Q2 2026 Aug 04, 2026
Well Done, LLC History No change 302,785 23,347 3.14% 3.14% 369 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 302,462 23,322 1.39% 1.39% 370 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 302,394 23,317 4.11% 4.11% 371 0 0.0% Q2 2026 Jul 24, 2026
Accretive Wealth Partners, LLC History No change 301,937 23,282 5.66% 5.66% 372 0 0.0% Q2 2026 Jul 29, 2026
Smithfield Trust Co History No change 301,161 23,225 0.93% 0.93% 373 0 0.0% Q2 2026 Aug 05, 2026
PKS Advisory Services, LLC History No change 300,185 23,146 3.69% 3.69% 374 0 0.0% Q2 2026 Aug 04, 2026
Soltis Investment Advisors LLC History No change 299,852 23,121 1.29% 1.29% 375 0 0.0% Q2 2026 Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP History No change 298,404 23,009 0.28% 0.28% 376 0 0.0% Q2 2026 Jul 20, 2026
KINTRA WEALTH, LLC History No change 291,005 22,820 1.19% 1.19% 377 0 0.0% Q2 2026 Aug 14, 2026
Newton One Investments LLC History No change 293,746 22,650 5.7% 5.7% 378 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 293,654 22,643 0.42% 0.42% 379 0 0.0% Q2 2026 Jul 15, 2026
Asset Management Group, Inc. History No change 292,352 22,543 3.3% 3.3% 380 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 289,162 22,297 0.15% 0.15% 381 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 287,252 22,149 6.38% 6.38% 382 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 286,776 22,113 0.41% 0.41% 383 0 0.0% Q2 2026 Aug 06, 2026
Platt Investment Counsel, LLC History No change 286,085 22,060 14.78% 14.78% 384 0 0.0% Q2 2026 Jul 08, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 285,535 22,017 2.55% 2.55% 385 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 284,311 21,923 5.48% 5.48% 386 0 0.0% Q2 2026 Jul 07, 2026
BostonPremier Wealth LLC History No change 282,564 21,788 9.25% 9.25% 387 0 0.0% Q2 2026 Jul 24, 2026
FIRST NATIONAL BANK OF OMAHA History No change 284,022 21,781 0.61% 0.61% 388 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL TRUST CO History No change 281,735 21,724 0.74% 0.74% 389 0 0.0% Q2 2026 Jul 30, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 281,143 21,678 3.45% 3.45% 390 0 0.0% Q2 2026 Jul 24, 2026
Kelman-Lazarov, Inc. History No change 279,751 21,571 2.83% 2.83% 391 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 279,409 21,545 0.54% 0.54% 392 0 0.0% Q2 2026 Aug 07, 2026
Core Wealth Advisors, Inc. History No change 276,572 21,326 4.29% 4.29% 393 0 0.0% Q2 2026 Aug 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 276,503 21,321 0.78% 0.78% 394 0 0.0% Q2 2026 Jul 21, 2026
SEGALL BRYANT & HAMILL, LLC History No change 275,798 21,266 0.25% 0.25% 395 0 0.0% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History No change 272,310 20,997 0.1% 0.1% 396 0 0.0% Q2 2026 Jul 29, 2026
Richardson Capital Management LLC History No change 268,106 20,673 8.83% 8.83% 397 0 0.0% Q2 2026 Jul 17, 2026
Eley Financial Management, Inc History No change 266,850 20,576 6.66% 6.66% 398 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 266,068 20,516 0.67% 0.67% 399 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 266,031 20,513 1.38% 1.38% 400 0 0.0% Q2 2026 Jul 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 264,081 20,363 1.76% 1.76% 401 0 0.0% Q2 2026 Jul 27, 2026
CAPE ANN SAVINGS BANK History No change 263,505 20,318 9.57% 9.57% 402 0 0.0% Q2 2026 Aug 04, 2026
Holland Advisory Services, Inc. History No change 262,847 20,268 22.39% 22.39% 403 0 0.0% Q2 2026 Jul 13, 2026
ROCKLAND TRUST CO History Reduced 281,525 20,255 0.77% 0.88% 404 -8,142 -2.81% Q3 2026 Oct 05, 2026
SMITH, MOORE & CO. History No change 258,647 19,944 1.29% 1.29% 405 0 0.0% Q2 2026 Aug 12, 2026
Simmons Bank History No change 256,823 19,803 1.13% 1.13% 406 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA INVESTMENTS, LP History No change 256,700 19,794 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 14, 2026
MKD WEALTH COACHES, LLC History No change 255,839 19,727 16.85% 16.85% 408 0 0.0% Q2 2026 Jul 14, 2026
CoreCap Advisors, LLC History No change 255,627 19,711 0.58% 0.58% 409 0 0.0% Q2 2026 Jul 06, 2026
IHT Wealth Management, LLC History No change 255,541 19,704 0.42% 0.42% 410 0 0.0% Q2 2026 Aug 14, 2026
Guardian Wealth Advisors, LLC History No change 254,072 19,591 9.8% 9.8% 411 0 0.0% Q2 2026 Aug 05, 2026
Argent Advisors, Inc. History No change 253,613 19,556 4.89% 4.89% 412 0 0.0% Q2 2026 Aug 05, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 251,497 19,392 1.14% 1.14% 413 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 251,102 19,362 0.75% 0.75% 414 0 0.0% Q2 2026 Aug 17, 2026
Southeast Asset Advisors, LLC History No change 250,718 19,332 1.96% 1.96% 415 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 249,839 19,271 4.07% 4.07% 416 0 0.0% Q2 2026 Jul 31, 2026
Empowered Funds, LLC History No change 249,859 19,266 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 14, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 266,233 19,155 5.78% 6.27% 418 +6,267 2.41% Q3 2026 Oct 01, 2026
Highview Capital Management LLC/DE/ History No change 246,107 18,977 5.46% 5.46% 419 0 0.0% Q2 2026 Aug 11, 2026
Hubbell Strickland Wealth Management, LLC History No change 246,040 18,972 6.85% 6.85% 420 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 245,101 18,899 0.2% 0.2% 421 0 0.0% Q2 2026 Aug 11, 2026
Windsor Capital Management, LLC History No change 243,117 18,746 4.87% 4.87% 422 0 0.0% Q2 2026 Jul 08, 2026
EQUITABLE TRUST CO History No change 241,948 18,656 0.78% 0.78% 423 0 0.0% Q2 2026 Jul 23, 2026
CIM INVESTMENT MANAGEMENT INC History No change 240,944 18,579 4.45% 4.45% 424 0 0.0% Q2 2026 Sep 29, 2026
Campion Asset Management History No change 239,666 18,480 11.28% 11.28% 425 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 239,236 18,447 2.18% 2.18% 426 0 0.0% Q2 2026 Jul 22, 2026
CBM Financial, LLC History No change 244,055 18,435 10.97% 10.97% 427 0 0.0% Q2 2026 Aug 10, 2026
Towercrest Capital Management History No change 238,477 18,387 2.56% 2.56% 428 0 0.0% Q2 2026 Aug 03, 2026
Carroll Advisory Group, LLC History No change 238,326 18,377 6.03% 6.03% 429 0 0.0% Q2 2026 Jul 23, 2026
HB Wealth Management, LLC History No change 238,035 18,354 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 237,772 18,335 0.42% 0.42% 431 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 237,591 18,320 0.35% 0.35% 432 0 0.0% Q2 2026 Aug 14, 2026
LONDON CO OF VIRGINIA History No change 235,309 18,144 0.1% 0.1% 433 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 234,057 18,048 0.97% 0.97% 434 0 0.0% Q2 2026 Aug 06, 2026
TORONTO DOMINION BANK History No change 233,438 18,000 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 233,171 17,979 3.67% 3.67% 436 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 231,545 17,854 0.28% 0.28% 437 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFIED MANAGEMENT INC History No change 229,530 17,699 3.78% 3.78% 438 0 0.0% Q2 2026 Jul 09, 2026
HARBOR ADVISORY CORP /MA/ History No change 229,033 17,660 4.73% 4.73% 439 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 228,661 17,632 1.02% 1.02% 440 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 226,750 17,484 0.32% 0.32% 441 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 225,375 17,378 0.26% 0.26% 442 0 0.0% Q2 2026 Aug 05, 2026
Community Bank, N.A. History No change 225,339 17,375 1.88% 1.88% 443 0 0.0% Q2 2026 Aug 13, 2026
River Street Advisors LLC History No change 225,239 17,368 5.12% 5.12% 444 0 0.0% Q2 2026 Jul 21, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 225,150 17,361 1.61% 1.61% 445 0 0.0% Q2 2026 Jul 09, 2026
Panoramic Capital Partners, LLC History No change 224,816 17,335 8.19% 8.19% 446 0 0.0% Q2 2026 Aug 07, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 224,214 17,289 5.26% 5.26% 447 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Wealth Management, LLC. History No change 223,112 17,204 3.81% 3.81% 448 0 0.0% Q2 2026 Jul 30, 2026
BEACON FINANCIAL PLANNING, INC History No change 220,317 16,988 5.77% 5.77% 449 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Advisors History No change 218,753 16,868 1.17% 1.17% 450 0 0.0% Q2 2026 Aug 11, 2026
INTRUST BANK NA History No change 218,457 16,845 1.24% 1.24% 451 0 0.0% Q2 2026 Aug 05, 2026
Riverpoint Wealth Management Holdings, LLC History No change 218,200 16,825 3.09% 3.09% 452 0 0.0% Q2 2026 Jul 27, 2026
Pacific Center for Financial Services History No change 218,106 16,818 3.75% 3.75% 453 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS & NORTHERN CORP History No change 217,637 16,781 3.83% 3.83% 454 0 0.0% Q2 2026 Jul 17, 2026
Marietta Wealth Management, LLC History No change 217,473 16,769 1.73% 1.73% 455 0 0.0% Q2 2026 Aug 03, 2026
FORBES J M & CO LLP History No change 217,362 16,760 1.32% 1.32% 456 0 0.0% Q2 2026 Jul 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 217,116 16,741 0.64% 0.64% 457 0 0.0% Q2 2026 Jul 22, 2026
UNION SAVINGS BANK History No change 216,309 16,679 6.7% 6.7% 458 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 216,078 16,661 2.21% 2.21% 459 0 0.0% Q2 2026 Aug 05, 2026
Mechanics Financial Corp History No change 215,699 16,632 5.95% 5.95% 460 0 0.0% Q2 2026 Aug 05, 2026
Curi Capital, LLC History No change 215,419 16,610 0.26% 0.26% 461 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 214,214 16,518 0.41% 0.41% 462 0 0.0% Q2 2026 Jul 29, 2026
AtlasMark Financial, Inc History No change 212,974 16,422 8.08% 8.08% 463 0 0.0% Q2 2026 Aug 17, 2026
Fairway Wealth LLC History No change 211,922 16,340 3.74% 3.74% 464 0 0.0% Q2 2026 Jul 24, 2026
SWS Partners History No change 211,840 16,334 3.53% 3.53% 465 0 0.0% Q2 2026 Aug 03, 2026
SageView Advisory Group, LLC History No change 211,782 16,330 0.54% 0.54% 466 0 0.0% Q2 2026 Aug 10, 2026
First Bank & Trust History No change 210,120 16,202 2.38% 2.38% 467 0 0.0% Q2 2026 Jul 09, 2026
Neumann Capital Management, LLC History No change 208,704 16,093 10.65% 10.65% 468 0 0.0% Q2 2026 Jul 10, 2026
Hopwood Financial Services, Inc. History No change 208,348 16,065 9.3% 9.3% 469 0 0.0% Q2 2026 Jul 22, 2026
49 WEALTH MANAGEMENT, LLC History No change 206,811 15,947 3.04% 3.04% 470 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 206,811 15,947 3.04% 3.04% 471 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 206,803 15,943 0.49% 0.49% 472 0 0.0% Q2 2026 Aug 05, 2026
GFS Advisors, LLC History No change 155,764 15,904 1.68% 1.68% 473 0 0.0% Q2 2026 Aug 04, 2026
Enclave Advisors LLC History No change 206,081 15,890 2.01% 2.01% 474 0 0.0% Q2 2026 Jul 14, 2026
McKinley Carter Wealth Services, Inc. History No change 205,971 15,882 0.82% 0.82% 475 0 0.0% Q2 2026 Jul 28, 2026
Omega Financial Group, LLC History No change 204,398 15,761 4.8% 4.8% 476 0 0.0% Q2 2026 Jul 21, 2026
Wescott Financial Advisory Group, LLC History No change 203,801 15,715 1.22% 1.22% 477 0 0.0% Q2 2026 Aug 04, 2026
Sterling Investment Counsel, LLC History No change 202,585 15,621 3.68% 3.68% 478 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 230,999 15,599 2.69% 2.69% 479 0 0.0% Q2 2026 Aug 03, 2026
Rossmore Private Capital History No change 202,212 15,592 1.26% 1.26% 480 0 0.0% Q2 2026 Jul 31, 2026
First Western Trust Bank History No change 200,779 15,482 0.75% 0.75% 481 0 0.0% Q2 2026 Jul 29, 2026
PROFFITT & GOODSON INC History No change 200,560 15,465 2.12% 2.12% 482 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 199,759 15,403 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Counsel, LLC History No change 197,383 15,220 1.88% 1.88% 484 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 197,321 15,214 0.24% 0.24% 485 0 0.0% Q2 2026 Aug 10, 2026
RFG - Bristol Wealth Advisors, LLC History No change 197,255 15,210 3.68% 3.68% 486 0 0.0% Q2 2026 Jul 27, 2026
LITTLE HOUSE CAPITAL LLC History No change 196,578 15,158 3.41% 3.41% 487 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 194,744 15,016 1.91% 1.91% 488 0 0.0% Q2 2026 Aug 12, 2026
American Financial Advisors, LLC History No change 194,164 14,971 1.8% 1.8% 489 0 0.0% Q2 2026 Jul 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 193,849 14,947 1.71% 1.71% 490 0 0.0% Q2 2026 Aug 10, 2026
YANKCOM Partnership History No change 193,620 14,930 5.36% 5.36% 491 0 0.0% Q2 2026 Jul 21, 2026
Telos Capital Management, Inc. History No change 193,305 14,905 1.31% 1.31% 492 0 0.0% Q2 2026 Jul 22, 2026
Finley Financial, LLC History No change 193,032 14,884 5.99% 5.99% 493 0 0.0% Q2 2026 Jul 08, 2026
FFT WEALTH MANAGEMENT LLC History No change 192,363 14,833 2.32% 2.32% 494 0 0.0% Q2 2026 Jul 27, 2026
Gallagher Capital Advisors, LLC History No change 190,778 14,710 8.41% 8.41% 495 0 0.0% Q2 2026 Aug 04, 2026
DAVENPORT & Co LLC History No change 190,748 14,708 0.07% 0.07% 496 0 0.0% Q2 2026 Jul 13, 2026
Rice Partnership, LLC History No change 189,877 14,641 1.78% 1.78% 497 0 0.0% Q2 2026 Jul 29, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 189,764 14,632 6.36% 6.36% 498 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 189,272 14,594 0.94% 0.94% 499 0 0.0% Q2 2026 Aug 03, 2026
Tower Wealth Partners, Inc. History No change 189,098 14,581 7.2% 7.2% 500 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 187,638 14,468 0.3% 0.3% 501 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 187,027 14,421 0.41% 0.41% 502 0 0.0% Q2 2026 Jul 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 198,726 14,298 2.8% 2.36% 503 +54,367 37.66% Q3 2026 Oct 05, 2026
Ocean Park Asset Management, LLC History No change 185,309 14,289 0.69% 0.69% 504 0 0.0% Q2 2026 Jul 09, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 198,529 14,284 4.15% 4.47% 505 -928 -0.47% Q3 2026 Oct 05, 2026
Integrated Advisors Network LLC History No change 184,377 14,217 0.65% 0.65% 506 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 183,726 14,166 0.4% 0.4% 507 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 183,031 14,113 1.14% 1.14% 508 0 0.0% Q2 2026 Aug 03, 2026
Global Wealth Management Investment Advisory, Inc. History No change 182,244 14,052 2.0% 2.0% 509 0 0.0% Q2 2026 Jul 29, 2026
PCA Investment Advisory Services Inc. History No change 181,819 14,049 3.92% 3.92% 510 0 0.0% Q2 2026 Jul 27, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 182,186 14,048 0.87% 0.87% 511 0 0.0% Q2 2026 Jul 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 180,806 13,941 0.82% 0.82% 512 0 0.0% Q2 2026 Aug 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 180,370 13,908 0.3% 0.3% 513 0 0.0% Q2 2026 Jul 17, 2026
SIMON QUICK ADVISORS, LLC History No change 180,201 13,895 0.56% 0.56% 514 0 0.0% Q2 2026 Jul 28, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 179,652 13,852 1.89% 1.89% 515 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 179,634 13,851 0.24% 0.24% 516 0 0.0% Q2 2026 Jul 21, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 178,526 13,766 2.54% 2.54% 517 0 0.0% Q2 2026 Aug 06, 2026
TECTONIC ADVISORS LLC History No change 178,520 13,765 0.66% 0.66% 518 0 0.0% Q2 2026 Jul 15, 2026
Journey Advisory Group, LLC History No change 177,072 13,654 1.04% 1.04% 519 0 0.0% Q2 2026 Aug 04, 2026
RiverGlades Family Offices LLC History No change 176,978 13,646 6.26% 6.26% 520 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 176,663 13,622 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 13, 2026
SoundView Advisors Inc. History No change 176,569 13,615 4.44% 4.44% 522 0 0.0% Q2 2026 Jul 31, 2026
Laird Norton Wetherby Trust Company, LLC History No change 174,910 13,487 0.26% 0.26% 523 0 0.0% Q2 2026 Aug 14, 2026
Idaho Trust Co History No change 174,521 13,457 3.93% 3.93% 524 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 172,251 13,282 0.26% 0.26% 525 0 0.0% Q2 2026 Jul 15, 2026
Robinswood Financial LLC History No change 172,241 13,281 3.81% 3.81% 526 0 0.0% Q2 2026 Jul 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 183,798 13,224 3.1% 3.21% 527 +11,653 6.77% Q3 2026 Oct 06, 2026
Townsend Financial Planning, LLC History No change 171,071 13,191 11.5% 11.5% 528 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 170,859 13,174 0.16% 0.16% 529 0 0.0% Q2 2026 Aug 18, 2026
May Hill Capital, LLC History No change 170,519 13,148 2.75% 2.75% 530 0 0.0% Q2 2026 Aug 07, 2026
Alliance Private Wealth, LLC History No change 170,319 13,133 4.56% 4.56% 531 0 0.0% Q2 2026 Jul 09, 2026
Waldron Private Wealth LLC History No change 169,439 13,065 0.45% 0.45% 532 0 0.0% Q2 2026 Jul 20, 2026
MTC Wealth Management LLC History No change 168,260 12,974 5.82% 5.82% 533 0 0.0% Q2 2026 Jul 31, 2026
AAF Wealth Management, LLC History No change 167,957 12,951 4.78% 4.78% 534 0 0.0% Q2 2026 Jul 17, 2026
Savvy Advisors, Inc. History No change 167,203 12,893 0.27% 0.27% 535 0 0.0% Q2 2026 Aug 03, 2026
Lee, Kelleher & Klein Wealth Management History No change 165,868 12,790 6.69% 6.69% 536 0 0.0% Q2 2026 Jul 10, 2026
CULLEN/FROST BANKERS, INC. History No change 164,030 12,648 0.12% 0.12% 537 0 0.0% Q2 2026 Jul 27, 2026
Affiance Financial, LLC History No change 163,824 12,632 1.82% 1.82% 538 0 0.0% Q2 2026 Jul 09, 2026
Ellis Investment Partners, LLC History No change 162,859 12,558 1.9% 1.9% 539 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History Added to 174,261 12,538 0.34% 0.38% 540 +5,385 3.19% Q3 2026 Oct 02, 2026
Florida Trust Wealth Management Co History No change 162,459 12,527 0.31% 0.31% 541 0 0.0% Q2 2026 Jul 27, 2026
Vectors Research Management, LLC History No change 161,396 12,445 3.25% 3.25% 542 0 0.0% Q2 2026 Jul 29, 2026
IFS Advisors, LLC History No change 161,401 12,445 5.96% 5.96% 543 0 0.0% Q2 2026 Aug 10, 2026
JMAC ENTERPRISES LLC History No change 161,161 12,427 2.09% 2.09% 544 0 0.0% Q2 2026 Jul 28, 2026
Affinity Capital Advisors, LLC History No change 162,379 12,409 1.53% 1.53% 545 0 0.0% Q2 2026 Jul 08, 2026
Hiley Hunt Wealth Management History No change 159,915 12,331 4.87% 4.87% 546 0 0.0% Q2 2026 Jul 07, 2026
Granite Bay Wealth Management, LLC History No change 159,029 12,263 1.13% 1.13% 547 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 158,176 12,196 0.09% 0.09% 548 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Added to 168,726 12,139 1.84% 1.93% 549 +1,714 1.03% Q3 2026 Oct 01, 2026
Rochester Wealth Strategies, LLC History No change 157,434 12,139 6.72% 6.72% 550 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 156,993 12,105 0.12% 0.12% 551 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 155,667 12,003 0.39% 0.39% 552 0 0.0% Q2 2026 Jul 31, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 155,337 11,978 1.1% 1.1% 553 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 154,857 11,941 0.65% 0.65% 554 0 0.0% Q2 2026 Aug 13, 2026
Transcendent Capital Group LLC History No change 154,223 11,892 4.62% 4.62% 555 0 0.0% Q2 2026 Aug 05, 2026
KFA Private Wealth Group, LLC History No change 153,357 11,825 2.85% 2.85% 556 0 0.0% Q2 2026 Jul 28, 2026
StrongBox Wealth, LLC History No change 152,477 11,757 3.35% 3.35% 557 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 152,343 11,747 0.41% 0.41% 558 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 151,481 11,680 3.82% 3.82% 559 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 151,194 11,658 0.31% 0.31% 560 0 0.0% Q2 2026 Aug 13, 2026
Triangle Securities Wealth Management History No change 150,450 11,601 2.3% 2.3% 561 0 0.0% Q2 2026 Jul 14, 2026
Certified Advisory Corp History No change 150,154 11,578 0.93% 0.93% 562 0 0.0% Q2 2026 Jul 16, 2026
Independent Solutions Wealth Management, LLC History No change 150,024 11,568 1.51% 1.51% 563 0 0.0% Q2 2026 Jul 29, 2026
Evercore Wealth Management, LLC History No change 149,340 11,515 0.16% 0.16% 564 0 0.0% Q2 2026 Aug 14, 2026
Abundance Wealth Counselors History No change 149,042 11,492 0.75% 0.75% 565 0 0.0% Q2 2026 Jul 23, 2026
Sage Financial Management Group, Inc. History No change 148,731 11,468 3.15% 3.15% 566 0 0.0% Q2 2026 Jul 24, 2026
Physician Wealth Advisors, Inc. History No change 148,503 11,451 1.37% 1.37% 567 0 0.0% Q2 2026 Jul 20, 2026
SlateStone Wealth, LLC History No change 148,393 11,443 0.88% 0.88% 568 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 147,070 11,340 0.14% 0.14% 569 0 0.0% Q2 2026 Aug 04, 2026
Partnership Wealth Management, LLC History Reduced 154,625 11,125 7.94% 8.54% 570 -9,206 -5.62% Q3 2026 Oct 05, 2026
Inlight Wealth Management, LLC History No change 143,068 11,031 3.51% 3.51% 571 0 0.0% Q2 2026 Jul 28, 2026
Cascade Wealth Advisors, Inc History No change 141,680 11,021 4.43% 4.43% 572 0 0.0% Q2 2026 Aug 10, 2026
Allegheny Financial Group History No change 142,761 11,008 1.17% 1.17% 573 0 0.0% Q2 2026 Jul 22, 2026
Stratos Investment Management, LLC History No change 142,341 10,975 0.4% 0.4% 574 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History Added to 152,425 10,966 0.77% 0.81% 575 +1,574 1.04% Q3 2026 Oct 05, 2026
Petix & Botte Co History No change 141,465 10,908 2.2% 2.2% 576 0 0.0% Q2 2026 Aug 04, 2026
Mascoma Wealth Management LLC History No change 141,435 10,906 2.02% 2.02% 577 0 0.0% Q2 2026 Jul 24, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 141,319 10,897 1.94% 1.94% 578 0 0.0% Q2 2026 Aug 04, 2026
ASSOCIATED BANC-CORP History No change 140,793 10,856 0.26% 0.26% 579 0 0.0% Q2 2026 Jul 31, 2026
NTV ASSET MANAGEMENT LLC History No change 140,386 10,825 1.06% 1.06% 580 0 0.0% Q2 2026 Aug 05, 2026
TD ASSET MANAGEMENT INC History No change 140,207 10,811 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 04, 2026
Kopp Family Office, LLC History No change 140,050 10,799 6.62% 6.62% 582 0 0.0% Q2 2026 Jul 09, 2026
Asset Allocation Strategies LLC History No change 139,849 10,783 1.66% 1.66% 583 0 0.0% Q2 2026 Aug 17, 2026
BlueChip Wealth Advisors LLC History No change 138,971 10,716 4.06% 4.06% 584 0 0.0% Q2 2026 Jul 30, 2026
NWAM LLC History No change 138,603 10,687 0.53% 0.53% 585 0 0.0% Q2 2026 Jul 23, 2026
Carr Financial Group Corp History No change 138,505 10,680 2.46% 2.46% 586 0 0.0% Q2 2026 Aug 06, 2026
David J Yvars Group History No change 137,771 10,623 5.01% 5.01% 587 0 0.0% Q2 2026 Jul 07, 2026
United Bank History No change 137,152 10,575 3.22% 3.22% 588 0 0.0% Q2 2026 Aug 10, 2026
Midwest Professional Planners, LTD. History No change 137,108 10,572 2.07% 2.07% 589 0 0.0% Q2 2026 Aug 05, 2026
National Philanthropic Trust History No change 136,413 10,518 0.15% 0.15% 590 0 0.0% Q2 2026 Aug 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 136,292 10,509 1.53% 1.53% 591 0 0.0% Q2 2026 Aug 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 136,284 10,508 5.78% 5.78% 592 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 136,239 10,505 0.18% 0.18% 593 0 0.0% Q2 2026 Aug 11, 2026
Destiny Capital Corp/CO History No change 136,003 10,487 4.88% 4.88% 594 0 0.0% Q2 2026 Aug 10, 2026
Advisory Alpha, LLC History No change 135,810 10,472 0.26% 0.26% 595 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 135,629 10,457 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 134,458 10,368 0.17% 0.17% 597 0 0.0% Q2 2026 Jul 31, 2026
Pachira Investments Inc. History No change 134,403 10,363 3.91% 3.91% 598 0 0.0% Q2 2026 Jul 17, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 504,936 10,346 2.76% 2.76% 599 0 0.0% Q2 2026 Aug 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 133,542 10,297 0.29% 0.29% 600 0 0.0% Q2 2026 Aug 05, 2026
Arrowroot Family Office, LLC History No change 133,243 10,274 2.94% 2.94% 601 0 0.0% Q2 2026 Aug 06, 2026
United Financial Planning Group LLC History No change 133,020 10,263 5.21% 5.21% 602 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 132,200 10,193 0.0% 0.0% 603 0 0.0% Q2 2026 Sep 02, 2026
Citizens National Bank Trust Department History No change 132,190 10,193 1.5% 1.5% 604 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History Reduced 141,508 10,181 0.15% 0.17% 605 -2,958 -2.05% Q3 2026 Oct 05, 2026
PEOPLES BANK /OH History No change 131,933 10,173 5.23% 5.23% 606 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History No change 131,835 10,165 0.15% 0.15% 607 0 0.0% Q2 2026 Jul 13, 2026
RiverFront Investment Group, LLC History No change 131,469 10,137 0.13% 0.13% 608 0 0.0% Q2 2026 Jul 29, 2026
Tempo Wealth, LLC History No change 131,334 10,127 1.5% 1.5% 609 0 0.0% Q2 2026 Jul 27, 2026
SEEDS INVESTOR LLC History No change 130,566 10,067 1.03% 1.03% 610 0 0.0% Q2 2026 Aug 12, 2026
Richwood Investment Advisors, LLC History No change 130,501 10,062 7.08% 7.08% 611 0 0.0% Q2 2026 Jul 29, 2026
WESBANCO BANK INC History No change 130,043 10,027 0.25% 0.25% 612 0 0.0% Q2 2026 Jul 28, 2026
ASPIRIANT, LLC History No change 130,018 10,025 0.25% 0.25% 613 0 0.0% Q2 2026 Jul 20, 2026
Keel Point, LLC History No change 129,188 9,961 0.59% 0.59% 614 0 0.0% Q2 2026 Aug 14, 2026
Aft, Forsyth & Sober, LLC History No change 147,375 9,952 3.11% 3.11% 615 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 128,779 9,930 0.36% 0.36% 616 0 0.0% Q2 2026 Jul 17, 2026
Gotham Asset Management, LLC History No change 128,457 9,905 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 14, 2026
NBH Bank History No change 128,177 9,883 4.16% 4.16% 618 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 127,563 9,836 0.23% 0.23% 619 0 0.0% Q2 2026 Aug 13, 2026
Clarus Wealth Advisors History No change 130,237 9,732 3.75% 3.75% 620 0 0.0% Q2 2026 Jul 09, 2026
MetLife Investment Management, LLC History No change 126,180 9,729 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 125,390 9,668 0.29% 0.29% 622 0 0.0% Q2 2026 Jul 15, 2026
Alley Investment Management Company, LLC History No change 125,207 9,654 1.13% 1.13% 623 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 125,125 9,648 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 13, 2026
III Capital Management History No change 125,000 9,638 2.45% 2.45% 625 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 124,155 9,573 1.08% 1.08% 626 0 0.0% Q2 2026 Jul 10, 2026
ASL Financial, LLC History No change 123,988 9,560 6.73% 6.73% 627 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 124,356 9,508 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 136,903 9,505 0.16% 0.16% 629 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 123,014 9,485 0.06% 0.06% 630 0 0.0% Q2 2026 Jul 20, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 122,813 9,470 1.57% 1.57% 631 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 122,759 9,465 0.18% 0.18% 632 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Management Group History No change 122,347 9,432 1.84% 1.84% 633 0 0.0% Q2 2026 Aug 04, 2026
Montis Financial, LLC History No change 122,008 9,408 1.92% 1.92% 634 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 122,015 9,408 0.67% 0.67% 635 0 0.0% Q2 2026 Aug 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 121,671 9,382 1.11% 1.11% 636 0 0.0% Q2 2026 Aug 05, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 121,581 9,375 4.21% 4.21% 637 0 0.0% Q2 2026 Jul 09, 2026
Flagship Private Wealth, LLC History No change 121,421 9,362 3.31% 3.31% 638 0 0.0% Q2 2026 Aug 04, 2026
Birch Hill Investment Advisors LLC History No change 121,065 9,335 0.38% 0.38% 639 0 0.0% Q2 2026 Jul 21, 2026
Crestmont Private Wealth LLC History No change 120,687 9,306 2.61% 2.61% 640 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 119,362 9,204 0.07% 0.07% 641 0 0.0% Q2 2026 Aug 13, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 118,382 9,128 2.31% 2.31% 642 0 0.0% Q2 2026 Jul 23, 2026
RHUMBLINE ADVISERS History No change 117,967 9,096 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 11, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 117,375 9,051 6.25% 6.25% 644 0 0.0% Q2 2026 Jul 10, 2026
Landmark Wealth Management, LLC History No change 116,576 8,989 2.15% 2.15% 645 0 0.0% Q2 2026 Aug 10, 2026
Boyd Wealth Management, LLC History No change 116,115 8,953 3.39% 3.39% 646 0 0.0% Q2 2026 Jul 16, 2026
Per Stirling Capital Management, LLC. History No change 116,100 8,952 0.85% 0.85% 647 0 0.0% Q2 2026 Aug 14, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 116,017 8,946 3.34% 3.34% 648 0 0.0% Q2 2026 Aug 03, 2026
Stephenson & Company, Inc. History No change 114,533 8,831 4.14% 4.14% 649 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 114,257 8,810 2.29% 2.29% 650 0 0.0% Q2 2026 Jul 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 114,005 8,790 0.88% 0.88% 651 0 0.0% Q2 2026 Jul 13, 2026
Atlas Legacy Advisors, LLC History No change 113,600 8,759 1.29% 1.29% 652 0 0.0% Q2 2026 Jul 31, 2026
1015 Capital Partners, LLC History No change 113,246 8,732 7.32% 7.32% 653 0 0.0% Q2 2026 Jul 21, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 113,232 8,731 3.66% 3.66% 654 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 112,759 8,694 2.08% 2.08% 655 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 112,824 8,688 6.65% 6.65% 656 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 112,574 8,680 0.07% 0.07% 657 0 0.0% Q2 2026 Aug 06, 2026
Pettinga Financial Advisors LLC History No change 112,454 8,671 1.39% 1.39% 658 0 0.0% Q2 2026 Jul 09, 2026
Chevy Chase Trust Holdings, LLC History No change 112,286 8,658 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 112,037 8,639 0.15% 0.15% 660 0 0.0% Q2 2026 Jul 23, 2026
Coign Capital Advisors LLC History No change 112,008 8,636 3.89% 3.89% 661 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 111,887 8,627 0.67% 0.67% 662 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 111,596 8,605 0.11% 0.11% 663 0 0.0% Q2 2026 Jul 15, 2026
Legacy Trust History No change 110,950 8,555 1.51% 1.51% 664 0 0.0% Q2 2026 Jul 31, 2026
Financial Council, LLC History No change 110,607 8,528 2.77% 2.77% 665 0 0.0% Q2 2026 Aug 04, 2026
Vision Capital Management, Inc. History No change 110,494 8,520 0.97% 0.97% 666 0 0.0% Q2 2026 Aug 10, 2026
TCTC Holdings, LLC History No change 110,489 8,519 0.22% 0.22% 667 0 0.0% Q2 2026 Aug 11, 2026
LifeWealth Investments, LLC History No change 110,312 8,506 2.27% 2.27% 668 0 0.0% Q2 2026 Jul 16, 2026
SIH Partners, LLLP History No change 110,000 8,482 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 14, 2026
Keenan, LLC History No change 109,905 8,474 5.99% 5.99% 670 0 0.0% Q2 2026 Aug 07, 2026
North Berkeley Wealth Management, LLC History No change 109,587 8,450 3.42% 3.42% 671 0 0.0% Q2 2026 Jul 28, 2026
Boltwood Capital Management History Reduced 117,430 8,449 1.91% 2.08% 672 -505 -0.43% Q3 2026 Oct 02, 2026
Dorsey & Whitney Trust CO LLC History No change 109,368 8,433 0.41% 0.41% 673 0 0.0% Q2 2026 Aug 14, 2026
Convergence Financial, LLC History No change 108,989 8,404 0.67% 0.67% 674 0 0.0% Q2 2026 Aug 05, 2026
Madrid Financial Services History No change 108,847 8,393 4.44% 4.44% 675 0 0.0% Q2 2026 Aug 06, 2026
NorthCrest Asset Manangement, LLC History No change 110,425 8,359 0.21% 0.21% 676 0 0.0% Q2 2026 Jul 15, 2026
Wealth Care LLC History No change 108,190 8,342 6.76% 6.76% 677 0 0.0% Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 107,967 8,325 0.1% 0.1% 678 0 0.0% Q2 2026 Aug 14, 2026
BIRCHBROOK, INC. History No change 107,844 8,315 3.9% 3.9% 679 0 0.0% Q2 2026 Jul 08, 2026
Wedmont Private Capital History No change 109,841 8,311 0.23% 0.23% 680 0 0.0% Q2 2026 Jul 13, 2026
Curry Webb Wealth Management LLC History No change 107,717 8,306 3.44% 3.44% 681 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 106,532 8,216 0.12% 0.12% 682 0 0.0% Q2 2026 Jul 15, 2026
Mayflower Financial Advisors, LLC History No change 106,472 8,210 0.71% 0.71% 683 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History No change 106,443 8,207 0.23% 0.23% 684 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 106,416 8,205 0.09% 0.09% 685 0 0.0% Q2 2026 Aug 10, 2026
Pitcairn Wealth Advisors LLC History No change 106,294 8,196 0.9% 0.9% 686 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 106,079 8,179 1.44% 1.44% 687 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 106,058 8,178 0.06% 0.06% 688 0 0.0% Q2 2026 Aug 12, 2026
Quad-Cities Investment Group, LLC History No change 106,019 8,175 2.94% 2.94% 689 0 0.0% Q2 2026 Jul 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 105,587 8,141 0.38% 0.38% 690 0 0.0% Q2 2026 Aug 04, 2026
BURKE & HERBERT BANK & TRUST CO History No change 105,470 8,132 2.02% 2.02% 691 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 105,287 8,118 0.05% 0.05% 692 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 105,197 8,111 0.69% 0.69% 693 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 105,026 8,098 0.24% 0.24% 694 0 0.0% Q2 2026 Aug 11, 2026
New Hampshire Trust History No change 104,414 8,051 1.52% 1.52% 695 0 0.0% Q2 2026 Jul 27, 2026
EWA, LLC History No change 104,320 8,044 1.47% 1.47% 696 0 0.0% Q2 2026 Jul 14, 2026
GC Wealth Management RIA, LLC History No change 103,238 7,960 0.46% 0.46% 697 0 0.0% Q2 2026 Jul 16, 2026
Bigelow Investment Advisors, LLC History No change 102,935 7,937 2.87% 2.87% 698 0 0.0% Q2 2026 Jul 30, 2026
AMERICAN CENTURY COMPANIES INC History No change 102,200 7,880 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 12, 2026
Arcus Capital Partners, LLC History No change 102,171 7,878 3.26% 3.26% 700 0 0.0% Q2 2026 Aug 14, 2026
Lebenthal Global Advisors, LLC History No change 101,905 7,857 1.06% 1.06% 701 0 0.0% Q2 2026 Jul 30, 2026
Next Capital Management LLC History No change 101,771 7,847 2.12% 2.12% 702 0 0.0% Q2 2026 Aug 03, 2026
First National Bank of Hutchinson History No change 101,634 7,836 4.3% 4.3% 703 0 0.0% Q2 2026 Aug 03, 2026
Northstar Advisory Group, LLC History No change 101,258 7,807 2.42% 2.42% 704 0 0.0% Q2 2026 Jul 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 101,213 7,804 0.79% 0.79% 705 0 0.0% Q2 2026 Jul 28, 2026
Fortitude Family Office, LLC History No change 101,203 7,803 1.51% 1.51% 706 0 0.0% Q2 2026 Jul 20, 2026
Bellwether Advisors, LLC History No change 101,003 7,788 1.15% 1.15% 707 0 0.0% Q2 2026 Aug 13, 2026
Sound Stewardship, LLC History No change 101,011 7,788 3.21% 3.21% 708 0 0.0% Q2 2026 Jul 13, 2026
Topel & Distasi Wealth Management, LLC History No change 100,941 7,783 3.75% 3.75% 709 0 0.0% Q2 2026 Aug 07, 2026
BayBridge Capital Group, LLC History No change 100,620 7,758 4.04% 4.04% 710 0 0.0% Q2 2026 Jul 14, 2026
INTEGRATED WEALTHCARE, LLC History No change 100,578 7,755 5.79% 5.79% 711 0 0.0% Q2 2026 Jul 24, 2026
IEQ CAPITAL, LLC History No change 100,359 7,738 0.04% 0.04% 712 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 100,125 7,719 0.35% 0.35% 713 0 0.0% Q2 2026 Aug 20, 2026
Meridian Financial Advisors, LLC History No change 99,873 7,701 3.7% 3.7% 714 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Group, LLC History No change 99,684 7,686 0.6% 0.6% 715 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 99,555 7,676 0.37% 0.37% 716 0 0.0% Q2 2026 Jul 28, 2026
ADG Wealth Management Group, LLC History No change 99,242 7,652 4.86% 4.86% 717 0 0.0% Q2 2026 Jul 27, 2026
Elyxium Wealth, LLC History No change 99,072 7,639 0.8% 0.8% 718 0 0.0% Q2 2026 Aug 03, 2026
Centennial Bank/AR/ History No change 98,715 7,611 2.45% 2.45% 719 0 0.0% Q2 2026 Aug 10, 2026
Estate Counselors, LLC History No change 98,473 7,593 0.65% 0.65% 720 0 0.0% Q2 2026 Aug 07, 2026
Friedenthal Financial History No change 98,239 7,575 3.5% 3.5% 721 0 0.0% Q2 2026 Jul 13, 2026
Alpha Financial Partners LLC History No change 97,953 7,553 3.97% 3.97% 722 0 0.0% Q2 2026 Aug 11, 2026
National Wealth Management Group, LLC History No change 97,933 7,551 2.33% 2.33% 723 0 0.0% Q2 2026 Jul 14, 2026
Kaydan Wealth Management, Inc. History No change 97,660 7,530 2.29% 2.29% 724 0 0.0% Q2 2026 Jul 24, 2026
Hi-Line Capital Management, LLC History No change 97,011 7,480 2.1% 2.1% 725 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 96,687 7,455 0.66% 0.66% 726 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 96,555 7,445 0.59% 0.59% 727 0 0.0% Q2 2026 Aug 11, 2026
PW ADVISORS, LLC \ FL History No change 96,446 7,436 4.96% 4.96% 728 0 0.0% Q2 2026 Aug 06, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 95,978 7,400 6.07% 6.07% 729 0 0.0% Q2 2026 Jul 23, 2026
FIRST HAWAIIAN BANK History No change 95,715 7,380 0.93% 0.93% 730 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 95,449 7,360 0.16% 0.16% 731 0 0.0% Q2 2026 Jul 17, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 95,123 7,334 3.94% 3.94% 732 0 0.0% Q2 2026 Aug 13, 2026
Goldstein Advisors, LLC History No change 94,702 7,302 0.67% 0.67% 733 0 0.0% Q2 2026 Jul 20, 2026
Cottage Street Advisors LLC History No change 94,776 7,296 2.82% 2.82% 734 0 0.0% Q2 2026 Jul 20, 2026
Essex Financial Services, Inc. History No change 94,180 7,262 0.36% 0.36% 735 0 0.0% Q2 2026 Aug 10, 2026
Ullmann Wealth Partners Group, LLC History No change 93,837 7,235 0.66% 0.66% 736 0 0.0% Q2 2026 Aug 10, 2026
Global Wealth Management, LLC History No change 93,836 7,235 3.68% 3.68% 737 0 0.0% Q2 2026 Jul 20, 2026
Sovereign Investment Advisors, LLC History No change 93,739 7,228 1.36% 1.36% 738 0 0.0% Q2 2026 Aug 14, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 93,672 7,223 6.74% 6.74% 739 0 0.0% Q2 2026 Aug 07, 2026
Coral Wealth Management, LLC History No change 93,550 7,213 5.91% 5.91% 740 0 0.0% Q2 2026 Aug 04, 2026
Regal Investment Advisors LLC History No change 93,526 7,211 0.37% 0.37% 741 0 0.0% Q2 2026 Aug 14, 2026
Great Diamond Partners, LLC History No change 92,895 7,163 1.23% 1.23% 742 0 0.0% Q2 2026 Jul 17, 2026
Bellars Harris Wealth Management, LLC History No change 92,849 7,159 1.46% 1.46% 743 0 0.0% Q2 2026 Aug 06, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 92,459 7,129 0.41% 0.41% 744 0 0.0% Q2 2026 Jul 29, 2026
Old Mission Investment Co LLC History No change 92,138 7,104 1.48% 1.48% 745 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 92,038 7,097 1.41% 1.41% 746 0 0.0% Q2 2026 Aug 13, 2026
Artemis Wealth Advisors, LLC History No change 91,825 7,080 0.85% 0.85% 747 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 91,765 7,075 0.48% 0.48% 748 0 0.0% Q2 2026 Aug 04, 2026
WLTH Capital Management, LLC History No change 91,757 7,075 4.53% 4.53% 749 0 0.0% Q2 2026 Jul 09, 2026
Compass Financial Group, Inc. (Ohio) History No change 91,442 7,051 4.71% 4.71% 750 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 91,156 7,028 1.12% 1.12% 751 0 0.0% Q2 2026 Aug 13, 2026
BANK OF HAWAII History No change 90,996 7,016 0.35% 0.35% 752 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 90,263 6,960 0.34% 0.34% 753 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 90,161 6,952 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 06, 2026
Lynx Investment Advisory History No change 90,156 6,951 2.28% 2.28% 755 0 0.0% Q2 2026 Jul 27, 2026
Curat Global, LLC History No change 64,233 6,949 5.68% 5.68% 756 0 0.0% Q2 2026 Jul 22, 2026
Summit Wealth Partners, LLC History No change 89,814 6,925 0.99% 0.99% 757 0 0.0% Q2 2026 Aug 03, 2026
LeConte Wealth Management, LLC History No change 89,769 6,922 3.77% 3.77% 758 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 89,727 6,918 2.14% 2.14% 759 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 89,413 6,894 0.3% 0.3% 760 0 0.0% Q2 2026 Aug 14, 2026
Grey Ledge Advisors, LLC History No change 89,211 6,879 1.38% 1.38% 761 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Management, LLC History No change 89,209 6,878 0.3% 0.3% 762 0 0.0% Q2 2026 Jul 22, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 88,934 6,857 0.1% 0.1% 763 0 0.0% Q2 2026 Aug 14, 2026
Slagle Financial, LLC History No change 88,750 6,843 2.05% 2.05% 764 0 0.0% Q2 2026 Jul 29, 2026
HighPoint Advisor Group LLC History No change 88,559 6,828 0.24% 0.24% 765 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 88,453 6,820 0.18% 0.18% 766 0 0.0% Q2 2026 Jul 07, 2026
Investment Advisory Group, LLC History No change 88,254 6,805 1.48% 1.48% 767 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 88,229 6,803 0.03% 0.03% 768 0 0.0% Q2 2026 Aug 03, 2026
MSH Capital Advisors LLC History No change 88,186 6,800 1.18% 1.18% 769 0 0.0% Q2 2026 Aug 10, 2026
FULTON BANK, N.A. History No change 88,064 6,790 0.21% 0.21% 770 0 0.0% Q2 2026 Jul 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 87,956 6,782 1.35% 1.35% 771 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 86,798 6,689 0.68% 0.68% 772 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 88,321 6,683 0.64% 0.64% 773 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 86,607 6,678 0.03% 0.03% 774 0 0.0% Q2 2026 Jul 17, 2026
Armbruster Capital Management, Inc. History No change 85,925 6,625 0.99% 0.99% 775 0 0.0% Q2 2026 Jul 16, 2026
Greenfield Savings Bank History No change 85,619 6,602 2.5% 2.5% 776 0 0.0% Q2 2026 Jul 07, 2026
Merkkuri Wealth Advisors LLC History No change 85,479 6,591 4.09% 4.09% 777 0 0.0% Q2 2026 Jul 27, 2026
EJMK Ventures LLC History No change 85,359 6,582 2.99% 2.99% 778 0 0.0% Q2 2026 Aug 06, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 85,314 6,578 2.77% 2.77% 779 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 85,072 6,559 0.46% 0.46% 780 0 0.0% Q2 2026 Jul 07, 2026
SONATA CAPITAL GROUP INC History No change 84,867 6,544 2.11% 2.11% 781 0 0.0% Q2 2026 Jul 24, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 84,632 6,525 0.51% 0.51% 782 0 0.0% Q2 2026 Jul 16, 2026
Rathbones Group PLC History No change 84,571 6,521 0.02% 0.02% 783 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 84,563 6,520 1.39% 1.39% 784 0 0.0% Q2 2026 Jul 01, 2026
GTS SECURITIES LLC History No change 84,507 6,516 0.14% 0.14% 785 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 84,257 6,497 0.07% 0.07% 786 0 0.0% Q2 2026 Jul 15, 2026
LifeSteps Financial, Inc. History No change 84,255 6,496 3.03% 3.03% 787 0 0.0% Q2 2026 Jul 17, 2026
Souders Financial Advisors History No change 83,901 6,469 0.65% 0.65% 788 0 0.0% Q2 2026 Aug 05, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 83,429 6,433 1.54% 1.54% 789 0 0.0% Q2 2026 Aug 10, 2026
GreatBanc Trust CO History No change 83,382 6,429 3.99% 3.99% 790 0 0.0% Q2 2026 Jul 29, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 83,325 6,425 1.9% 1.9% 791 0 0.0% Q2 2026 Jul 31, 2026
Braeburn Wealth Management LLC History No change 82,960 6,397 2.75% 2.75% 792 0 0.0% Q2 2026 Jul 21, 2026
InvesTrust History No change 82,892 6,391 2.46% 2.46% 793 0 0.0% Q2 2026 Jul 14, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 82,657 6,373 4.16% 4.16% 794 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 82,531 6,363 0.12% 0.12% 795 0 0.0% Q2 2026 Jul 31, 2026
IronBridge Private Wealth, LLC History No change 82,167 6,335 2.08% 2.08% 796 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 82,144 6,334 0.71% 0.71% 797 0 0.0% Q2 2026 Jul 31, 2026
Palisade Asset Management, LLC History No change 82,122 6,332 0.58% 0.58% 798 0 0.0% Q2 2026 Jul 20, 2026
American National Bank of Texas History No change 81,399 6,276 5.73% 5.73% 799 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 80,957 6,242 0.12% 0.12% 800 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 80,790 6,229 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 79,826 6,155 0.13% 0.13% 802 0 0.0% Q2 2026 Aug 13, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 79,785 6,152 1.38% 1.38% 803 0 0.0% Q2 2026 Jul 20, 2026
Parisi Gray Wealth Management History No change 79,654 6,142 1.26% 1.26% 804 0 0.0% Q2 2026 Jul 09, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 79,412 6,123 0.6% 0.6% 805 0 0.0% Q2 2026 Jul 28, 2026
HWG Holdings LP History No change 78,891 6,083 1.38% 1.38% 806 0 0.0% Q2 2026 Jul 14, 2026
Jacobi Capital Management LLC History No change 78,660 6,065 0.3% 0.3% 807 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 78,414 6,046 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 78,155 6,026 3.72% 3.72% 809 0 0.0% Q2 2026 Jul 28, 2026
Canal Capital Management, LLC History No change 78,076 6,020 0.74% 0.74% 810 0 0.0% Q2 2026 Jul 28, 2026
MIDDLETON & CO INC/MA History No change 77,905 6,007 0.64% 0.64% 811 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL BANK & TRUST CO History No change 77,787 5,998 0.85% 0.85% 812 0 0.0% Q2 2026 Jul 17, 2026
Versant Capital Management, Inc History Reduced 83,159 5,983 0.51% 0.67% 813 -13,709 -14.15% Q3 2026 Oct 01, 2026
WCG Wealth Advisors LLC History No change 77,533 5,978 0.14% 0.14% 814 0 0.0% Q2 2026 Aug 14, 2026
Delta Wealth Advisors LLC History No change 77,466 5,973 4.27% 4.27% 815 0 0.0% Q2 2026 Jul 14, 2026
FCA CORP /TX History No change 77,432 5,970 1.47% 1.47% 816 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 77,003 5,937 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 04, 2026
Busey Bank History No change 76,922 5,931 0.14% 0.14% 818 0 0.0% Q2 2026 Aug 13, 2026
Newman Dignan & Sheerar, Inc. History No change 76,911 5,930 1.13% 1.13% 819 0 0.0% Q2 2026 Jul 14, 2026
CONNORS INVESTOR SERVICES INC History No change 76,609 5,907 0.51% 0.51% 820 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 76,370 5,888 0.3% 0.3% 821 0 0.0% Q2 2026 Jul 16, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 76,354 5,887 3.98% 3.98% 822 0 0.0% Q2 2026 Jul 15, 2026
FC Advisory LLC History Added to 81,765 5,882 1.54% 1.66% 823 +434 0.53% Q3 2026 Oct 05, 2026
St. Louis Trust Co History No change 209,682 5,862 0.67% 0.67% 824 0 0.0% Q2 2026 Jul 30, 2026
NEPC LLC History No change 75,763 5,842 0.11% 0.11% 825 0 0.0% Q2 2026 Aug 14, 2026
Yanni & Associates Investment Advisors, LLC History No change 75,726 5,839 5.39% 5.39% 826 0 0.0% Q2 2026 Jul 08, 2026
TRUST CO OF OKLAHOMA History No change 75,402 5,814 1.49% 1.49% 827 0 0.0% Q2 2026 Jul 14, 2026
PRIVATE TRUST CO NA History No change 74,790 5,767 0.46% 0.46% 828 0 0.0% Q2 2026 Jul 28, 2026
Betterment LLC History No change 74,404 5,737 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 74,344 5,732 0.48% 0.48% 830 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 74,249 5,725 0.64% 0.64% 831 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 73,858 5,695 0.72% 0.72% 832 0 0.0% Q2 2026 Aug 11, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 73,749 5,686 2.8% 2.8% 833 0 0.0% Q2 2026 Jul 21, 2026
Councilor Wealth, LLC History No change 73,402 5,660 2.29% 2.29% 834 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 73,283 5,650 2.96% 2.96% 835 0 0.0% Q2 2026 Aug 06, 2026
Trivium Point Advisory, LLC History No change 73,250 5,648 0.51% 0.51% 836 0 0.0% Q2 2026 Aug 06, 2026
Birchcreek Wealth Management, LLC History No change 72,710 5,606 2.18% 2.18% 837 0 0.0% Q2 2026 Aug 06, 2026
Vilga Financial Planning LLC History No change 72,558 5,594 4.24% 4.24% 838 0 0.0% Q2 2026 Jul 09, 2026
LANARK FINANCIAL, INC. History No change 72,054 5,556 0.38% 0.38% 839 0 0.0% Q2 2026 Jul 21, 2026
One Day In July LLC History No change 71,942 5,547 0.39% 0.39% 840 0 0.0% Q2 2026 Aug 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 71,791 5,535 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 71,014 5,475 1.17% 1.17% 842 0 0.0% Q2 2026 Jul 16, 2026
Grey Fox Wealth Advisors, LLC History No change 70,774 5,457 0.86% 0.86% 843 0 0.0% Q2 2026 Jul 17, 2026
WELCH & FORBES LLC History No change 70,729 5,453 0.07% 0.07% 844 0 0.0% Q2 2026 Jul 30, 2026
OKABENA INVESTMENT SERVICES INC History No change 70,449 5,432 0.97% 0.97% 845 0 0.0% Q2 2026 Aug 04, 2026
Armor Investment Advisors, LLC History No change 70,435 5,431 1.74% 1.74% 846 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 69,791 5,381 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Capital Group History No change 69,519 5,360 0.64% 0.64% 848 0 0.0% Q2 2026 Jul 08, 2026
Cranbrook Wealth Management, LLC History No change 69,186 5,334 1.0% 1.0% 849 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 69,167 5,333 0.59% 0.59% 850 0 0.0% Q2 2026 Jul 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 68,608 5,290 0.27% 0.27% 851 0 0.0% Q2 2026 Jul 31, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 73,442 5,284 0.06% 0.07% 852 -717 -0.97% Q3 2026 Oct 05, 2026
J. Safra Sarasin Holding AG History No change 78,160 5,278 0.08% 0.08% 853 0 0.0% Q2 2026 Jul 31, 2026
RDA Financial Network History No change 68,383 5,273 1.15% 1.15% 854 0 0.0% Q2 2026 Jul 06, 2026
Beacon Bank & Trust History No change 67,857 5,232 1.0% 1.0% 855 0 0.0% Q2 2026 Aug 03, 2026
COZAD ASSET MANAGEMENT INC History No change 67,817 5,229 0.34% 0.34% 856 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 67,671 5,218 0.38% 0.38% 857 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL ADVISORS INC/OK History No change 67,635 5,215 0.08% 0.08% 858 0 0.0% Q2 2026 Jul 22, 2026
Tenzing Financial LLC History No change 68,102 5,204 3.57% 3.57% 859 0 0.0% Q2 2026 Jul 09, 2026
FIRST MERCHANTS CORP History No change 67,462 5,201 0.18% 0.18% 860 0 0.0% Q2 2026 Jul 15, 2026
PACIFIC FINANCIAL GROUP INC History No change 67,032 5,168 2.48% 2.48% 861 0 0.0% Q2 2026 Aug 13, 2026
Sterling Financial Planning, Inc. History No change 66,771 5,148 1.4% 1.4% 862 0 0.0% Q2 2026 Aug 11, 2026
NORTH DALLAS BANK & TRUST CO History No change 66,747 5,146 3.05% 3.05% 863 0 0.0% Q2 2026 Jul 13, 2026
Forza Wealth Management, LLC History No change 66,452 5,124 1.57% 1.57% 864 0 0.0% Q2 2026 Jul 17, 2026
ETF Store, Inc. History No change 66,116 5,098 4.26% 4.26% 865 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 65,845 5,077 0.93% 0.93% 866 0 0.0% Q2 2026 Aug 04, 2026
Aureum Wealth Management, LLC History No change 65,778 5,072 3.14% 3.14% 867 0 0.0% Q2 2026 Jul 22, 2026
TICINO WEALTH History No change 65,404 5,043 1.59% 1.59% 868 0 0.0% Q2 2026 Jul 20, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 64,961 5,009 0.23% 0.23% 869 0 0.0% Q2 2026 Jul 24, 2026
Jeter Robert S II History No change 66,156 5,005 4.8% 4.8% 870 0 0.0% Q2 2026 Jul 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 64,877 5,002 0.2% 0.2% 871 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD SECURITIES, INC. History No change 64,806 4,997 0.28% 0.28% 872 0 0.0% Q2 2026 Jul 15, 2026
NOVEM GROUP History No change 64,790 4,995 0.51% 0.51% 873 0 0.0% Q2 2026 Jul 21, 2026
Strategic Blueprint, LLC History No change 64,764 4,993 0.25% 0.25% 874 0 0.0% Q2 2026 Jul 23, 2026
PFG Private Wealth Management, LLC History No change 64,756 4,993 2.16% 2.16% 875 0 0.0% Q2 2026 Jul 23, 2026
MOLLER WEALTH PARTNERS History No change 64,747 4,992 0.9% 0.9% 876 0 0.0% Q2 2026 Jul 15, 2026
Sky Investment Group LLC History No change 64,577 4,979 0.78% 0.78% 877 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 64,497 4,973 0.45% 0.45% 878 0 0.0% Q2 2026 Aug 07, 2026
Madson Wealth Advisors Inc History No change 64,300 4,958 3.37% 3.37% 879 0 0.0% Q2 2026 Jul 21, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 64,243 4,953 2.98% 2.98% 880 0 0.0% Q2 2026 Jul 13, 2026
BENJAMIN EDWARDS INC History No change 64,129 4,945 0.05% 0.05% 881 0 0.0% Q2 2026 Jul 24, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 64,109 4,943 1.71% 1.71% 882 0 0.0% Q2 2026 Aug 05, 2026
USAdvisors Wealth Management, LLC History No change 64,008 4,935 1.41% 1.41% 883 0 0.0% Q2 2026 Jul 29, 2026
Bricktown Capital, LLC History No change 63,970 4,932 0.89% 0.89% 884 0 0.0% Q2 2026 Jul 15, 2026
Horizon Investments, LLC History No change 63,860 4,924 0.05% 0.05% 885 0 0.0% Q2 2026 Aug 13, 2026
Astra Wealth Partners LLC History No change 63,738 4,914 2.61% 2.61% 886 0 0.0% Q2 2026 Aug 11, 2026
NerdWallet Wealth Partners, LLC History No change 63,507 4,895 1.69% 1.69% 887 0 0.0% Q2 2026 Jul 07, 2026
Summit Trail Advisors, LLC History No change 63,425 4,890 0.06% 0.06% 888 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 63,076 4,863 0.06% 0.06% 889 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 62,399 4,811 1.61% 1.61% 890 0 0.0% Q2 2026 Aug 12, 2026
MidAtlantic Capital Management, Inc. History No change 62,312 4,804 2.99% 2.99% 891 0 0.0% Q2 2026 Aug 10, 2026
NBT BANK, N.A. History No change 62,246 4,799 0.32% 0.32% 892 0 0.0% Q2 2026 Jul 29, 2026
STAR Financial Bank History No change 62,136 4,791 1.95% 1.95% 893 0 0.0% Q2 2026 Aug 07, 2026
Capital Group Private Client Services, Inc. History No change 62,079 4,786 0.07% 0.07% 894 0 0.0% Q2 2026 Aug 12, 2026
LaSalle St. Investment Advisors, LLC History No change 61,835 4,768 0.58% 0.58% 895 0 0.0% Q2 2026 Aug 11, 2026
KICKSTAND VENTURES, LLC. History No change 61,747 4,761 0.87% 0.87% 896 0 0.0% Q2 2026 Jul 30, 2026
SYNTAX RESEARCH, INC. History No change 61,492 4,741 3.46% 3.46% 897 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 61,395 4,734 0.55% 0.55% 898 0 0.0% Q2 2026 Jul 24, 2026
Inman Jager Wealth Management, LLC History No change 61,243 4,722 2.51% 2.51% 899 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 61,070 4,709 0.14% 0.14% 900 0 0.0% Q2 2026 Aug 04, 2026
Alhambra Investment Management LLC History No change 61,036 4,706 2.05% 2.05% 901 0 0.0% Q2 2026 Jul 16, 2026
Sachetta, LLC History No change 60,983 4,702 2.29% 2.29% 902 0 0.0% Q2 2026 Jul 15, 2026
Financial Solutions Advisory Group, Inc. History No change 61,936 4,688 0.59% 0.59% 903 0 0.0% Q2 2026 Jul 13, 2026
Cadia Private Client LLC History No change 60,529 4,667 3.35% 3.35% 904 0 0.0% Q2 2026 Aug 11, 2026
ProVise Management Group, LLC History No change 60,362 4,654 0.31% 0.31% 905 0 0.0% Q2 2026 Aug 03, 2026
Greykasell Wealth Strategies, Inc. History No change 60,353 4,653 1.69% 1.69% 906 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 59,933 4,621 0.48% 0.48% 907 0 0.0% Q2 2026 Jul 30, 2026
River Wealth Advisors LLC History No change 59,871 4,616 0.48% 0.48% 908 0 0.0% Q2 2026 Aug 04, 2026
Private Capital Management, LLC History No change 59,827 4,613 0.41% 0.41% 909 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 59,829 4,613 0.44% 0.44% 910 0 0.0% Q2 2026 Aug 14, 2026
Hudson Oak Wealth Advisory LLC History No change 59,757 4,607 3.55% 3.55% 911 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Capital Partners, LLC History No change 59,132 4,559 0.98% 0.98% 912 0 0.0% Q2 2026 Aug 14, 2026
HEADINVEST, LLC History No change 59,066 4,554 0.85% 0.85% 913 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 58,601 4,518 0.46% 0.46% 914 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Advisors, LLC History No change 58,000 4,472 0.25% 0.25% 915 0 0.0% Q2 2026 Aug 11, 2026
Fluent Financial, LLC History No change 57,975 4,470 1.6% 1.6% 916 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisor Network LLC History No change 57,930 4,466 5.59% 5.59% 917 0 0.0% Q2 2026 Aug 13, 2026
AMES NATIONAL CORP History No change 57,891 4,463 2.46% 2.46% 918 0 0.0% Q2 2026 Aug 13, 2026
Clay Northam Wealth Management, LLC History No change 57,730 4,451 2.19% 2.19% 919 0 0.0% Q2 2026 Aug 10, 2026
Wellspring Financial Advisors, LLC History No change 1,284,848 4,431 0.29% 0.29% 920 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 57,324 4,420 0.08% 0.08% 921 0 0.0% Q2 2026 Aug 07, 2026
Providence Capital Advisors, LLC History No change 57,128 4,405 0.67% 0.67% 922 0 0.0% Q2 2026 Aug 11, 2026
McGlone Suttner Wealth Management, Inc. History No change 56,976 4,393 0.52% 0.52% 923 0 0.0% Q2 2026 Jul 21, 2026
Clarendon Private LLC History No change 56,968 4,392 2.82% 2.82% 924 0 0.0% Q2 2026 Jul 22, 2026
Provenance Wealth Advisors, LLC History No change 56,949 4,391 0.42% 0.42% 925 0 0.0% Q2 2026 Jul 24, 2026
Layline Advisors, LLC History No change 56,880 4,385 3.93% 3.93% 926 0 0.0% Q2 2026 Aug 20, 2026
Verus Financial Partners, Inc. History No change 56,758 4,376 0.37% 0.37% 927 0 0.0% Q2 2026 Jul 21, 2026
GenTrust, LLC History No change 56,542 4,359 0.17% 0.17% 928 0 0.0% Q2 2026 Aug 06, 2026
Nilsine Partners, LLC History No change 56,534 4,359 0.3% 0.3% 929 0 0.0% Q2 2026 Jul 24, 2026
Jefferies Financial Group Inc. History No change 56,502 4,356 0.03% 0.03% 930 0 0.0% Q2 2026 Aug 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 56,403 4,349 0.19% 0.19% 931 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 56,008 4,318 0.06% 0.06% 932 0 0.0% Q2 2026 Jul 17, 2026
Stelac Advisory Services LLC History No change 55,743 4,298 0.8% 0.8% 933 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 55,715 4,296 0.08% 0.08% 934 0 0.0% Q2 2026 Jul 31, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 55,708 4,295 0.23% 0.23% 935 0 0.0% Q2 2026 Aug 10, 2026
BBR PARTNERS, LLC History No change 55,688 4,294 0.2% 0.2% 936 0 0.0% Q2 2026 Aug 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 55,195 4,256 0.36% 0.36% 937 0 0.0% Q2 2026 Jul 07, 2026
Benchmark Financial Wealth Advisors, LLC History No change 55,196 4,256 1.05% 1.05% 938 0 0.0% Q2 2026 Jul 17, 2026
GEM Asset Management, LLC History No change 55,153 4,252 1.67% 1.67% 939 0 0.0% Q2 2026 Jul 21, 2026
AWM CAPITAL, LLC History No change 55,080 4,247 0.34% 0.34% 940 0 0.0% Q2 2026 Jul 31, 2026
TUDOR INVESTMENT CORP ET AL History No change 55,060 4,245 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 14, 2026
BALANCED WEALTH GROUP LLC History No change 55,043 4,244 1.34% 1.34% 942 0 0.0% Q2 2026 Aug 10, 2026
Petros Family Wealth, LLC History No change 54,924 4,235 2.59% 2.59% 943 0 0.0% Q2 2026 Jul 27, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 54,876 4,231 1.96% 1.96% 944 0 0.0% Q2 2026 Jul 29, 2026
CAHILL FINANCIAL ADVISORS INC History No change 54,692 4,217 0.4% 0.4% 945 0 0.0% Q2 2026 Aug 11, 2026
Bryn Mawr Trust Advisors, LLC History No change 54,649 4,213 0.18% 0.18% 946 0 0.0% Q2 2026 Aug 03, 2026
Element Wealth, LLC History No change 54,411 4,195 1.57% 1.57% 947 0 0.0% Q2 2026 Aug 14, 2026
Counterweight Ventures, LLC History No change 54,372 4,192 2.09% 2.09% 948 0 0.0% Q2 2026 Jul 23, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 54,346 4,191 0.12% 0.12% 949 0 0.0% Q2 2026 Aug 04, 2026
Vericrest Private Wealth History No change 54,352 4,191 3.73% 3.73% 950 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History Reduced 58,155 4,184 0.23% 0.25% 951 -709 -1.2% Q3 2026 Oct 06, 2026
REBALANCE, LLC History No change 54,270 4,184 0.22% 0.22% 952 0 0.0% Q2 2026 Jul 16, 2026
EverSource Wealth Advisors, LLC History No change 54,089 4,170 0.14% 0.14% 953 0 0.0% Q2 2026 Jul 24, 2026
Financial Strategies Group, Inc. History No change 54,944 4,160 0.66% 0.66% 954 0 0.0% Q2 2026 Aug 10, 2026
AGF MANAGEMENT LTD History No change 53,830 4,150 0.02% 0.02% 955 0 0.0% Q2 2026 Aug 10, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 53,348 4,113 3.55% 3.55% 956 0 0.0% Q2 2026 Aug 06, 2026
SigFig Wealth Management, LLC History No change 53,698 4,109 0.11% 0.11% 957 0 0.0% Q2 2026 Jul 07, 2026
BOSTON FAMILY OFFICE LLC History No change 53,019 4,088 0.25% 0.25% 958 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History No change 52,979 4,085 0.06% 0.06% 959 0 0.0% Q2 2026 Jul 08, 2026
John A. Wolfe & Associates, Inc. History No change 52,987 4,085 5.63% 5.63% 960 0 0.0% Q2 2026 Jul 29, 2026
Arlington Trust Co LLC History No change 52,818 4,072 0.34% 0.34% 961 0 0.0% Q2 2026 Jul 07, 2026
KPP Advisory Services LLC History No change 52,526 4,050 0.51% 0.51% 962 0 0.0% Q2 2026 Jul 24, 2026
MARSHALL WACE, LLP History No change 52,200 4,025 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 52,002 4,009 0.03% 0.03% 964 0 0.0% Q2 2026 Sep 23, 2026
Capital Squared Financial LLC History No change 52,001 4,009 2.62% 2.62% 965 0 0.0% Q2 2026 Jul 21, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 51,864 3,999 1.08% 1.08% 966 0 0.0% Q2 2026 Aug 07, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 52,204 3,972 3.09% 3.09% 967 0 0.0% Q2 2026 Jul 09, 2026
Variant Private Wealth, LLC History No change 51,504 3,971 4.47% 4.47% 968 0 0.0% Q2 2026 Aug 07, 2026
360 Financial, Inc. History No change 51,283 3,954 1.0% 1.0% 969 0 0.0% Q2 2026 Aug 11, 2026
CAMDEN NATIONAL BANK History No change 50,871 3,922 0.51% 0.51% 970 0 0.0% Q2 2026 Jul 31, 2026
Prosperity Consulting Group, LLC History No change 50,616 3,903 0.15% 0.15% 971 0 0.0% Q2 2026 Aug 13, 2026
ForthRight Wealth Management, LLC History No change 50,455 3,890 1.0% 1.0% 972 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 50,315 3,879 0.2% 0.2% 973 0 0.0% Q2 2026 Jul 29, 2026
Global Trust Wealth Management LLC History No change 50,293 3,878 2.67% 2.67% 974 0 0.0% Q2 2026 Jul 16, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 50,192 3,870 0.51% 0.51% 975 0 0.0% Q2 2026 Aug 11, 2026
GENESIS PRIVATE WEALTH, LLC History No change 50,031 3,857 1.08% 1.08% 976 0 0.0% Q2 2026 Jul 13, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 49,967 3,852 0.85% 0.85% 977 0 0.0% Q2 2026 Aug 11, 2026
Sowell Financial Services LLC History No change 49,869 3,845 0.13% 0.13% 978 0 0.0% Q2 2026 Jul 17, 2026
High Net Worth Advisory Group LLC History No change 49,637 3,827 0.81% 0.81% 979 0 0.0% Q2 2026 Jul 29, 2026
Crumly & Associates Inc. History No change 49,193 3,793 0.73% 0.73% 980 0 0.0% Q2 2026 Jul 08, 2026
Nolet Wealth Management, LLC History No change 49,119 3,787 2.09% 2.09% 981 0 0.0% Q2 2026 Jul 10, 2026
LOM Asset Management Ltd History No change 48,714 3,756 0.97% 0.97% 982 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 48,654 3,751 0.35% 0.35% 983 0 0.0% Q2 2026 Jul 21, 2026
WRAPMANAGER INC History No change 48,601 3,747 1.17% 1.17% 984 0 0.0% Q2 2026 Aug 05, 2026
Advisory Solutions Group, LLC History No change 48,454 3,736 1.27% 1.27% 985 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 48,396 3,731 0.07% 0.07% 986 0 0.0% Q2 2026 Jul 27, 2026
Pitti Group Wealth Management, LLC History No change 48,078 3,707 2.7% 2.7% 987 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 48,178 3,701 0.18% 0.18% 988 0 0.0% Q2 2026 Jul 22, 2026
Y-Intercept (Hong Kong) Ltd History No change 47,976 3,699 0.07% 0.07% 989 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 47,624 3,672 0.14% 0.14% 990 0 0.0% Q2 2026 Aug 10, 2026
Richard W. Paul & Associates, LLC History No change 47,623 3,672 1.12% 1.12% 991 0 0.0% Q2 2026 Aug 10, 2026
Quadcap Wealth Management, LLC History No change 47,528 3,664 0.36% 0.36% 992 0 0.0% Q2 2026 Jul 31, 2026
FIRST MANHATTAN CO. LLC. History No change 47,441 3,658 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 14, 2026
Premier Path Wealth Partners, LLC History No change 47,431 3,657 0.42% 0.42% 994 0 0.0% Q2 2026 Jul 21, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 48,410 3,656 0.13% 0.13% 995 0 0.0% Q2 2026 Jul 23, 2026
TRUE Private Wealth Advisors History No change 47,363 3,652 0.32% 0.32% 996 0 0.0% Q2 2026 Jul 23, 2026
LPWM LLC History No change 47,307 3,647 0.81% 0.81% 997 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 47,125 3,633 0.14% 0.14% 998 0 0.0% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History No change 46,313 3,624 1.71% 1.71% 999 0 0.0% Q2 2026 Aug 11, 2026
MOR Wealth Management, LLC History No change 46,833 3,611 1.44% 1.44% 1000 0 0.0% Q2 2026 Aug 06, 2026
C2C Wealth Management, LLC History No change 46,623 3,595 2.82% 2.82% 1001 0 0.0% Q2 2026 Jul 09, 2026
WEDBUSH SECURITIES INC History No change 46,568 3,591 0.09% 0.09% 1002 0 0.0% Q2 2026 Jul 28, 2026
Biltmore Family Office, LLC History No change 46,562 3,590 0.47% 0.47% 1003 0 0.0% Q2 2026 Aug 12, 2026
TRB Wealth Management, LLC History No change 46,428 3,580 0.48% 0.48% 1004 0 0.0% Q2 2026 Aug 11, 2026
Intrua Financial, LLC History No change 46,423 3,579 0.33% 0.33% 1005 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 46,408 3,578 0.04% 0.04% 1006 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Partners LLC History No change 46,157 3,559 0.86% 0.86% 1007 0 0.0% Q2 2026 Aug 05, 2026
Brown Miller Wealth Management, LLC History No change 45,894 3,538 0.89% 0.89% 1008 0 0.0% Q2 2026 Jul 16, 2026
Galvin, Gaustad & Stein, LLC History No change 45,749 3,527 0.26% 0.26% 1009 0 0.0% Q2 2026 Jul 29, 2026
Hills Bank & Trust Co History No change 45,428 3,502 0.15% 0.15% 1010 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 45,390 3,500 0.05% 0.05% 1011 0 0.0% Q2 2026 Jul 15, 2026
Ensign Peak Advisors, Inc History No change 45,369 3,498 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 14, 2026
General Partner, Inc. History No change 48,296 3,474 1.86% 2.0% 1013 0 0.0% Q3 2026 Oct 05, 2026
Perennial Investment Advisors, LLC History No change 45,021 3,471 0.23% 0.23% 1014 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 44,901 3,462 0.22% 0.22% 1015 0 0.0% Q2 2026 Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 44,729 3,449 1.11% 1.11% 1016 0 0.0% Q2 2026 Jul 24, 2026
Cushing Capital Partners, LLC History No change 44,649 3,442 2.37% 2.37% 1017 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Advisors, LLC History No change 44,528 3,433 0.39% 0.39% 1018 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 44,511 3,432 0.34% 0.34% 1019 0 0.0% Q2 2026 Jul 15, 2026
Johnson Financial Group, LLC History No change 44,327 3,418 0.18% 0.18% 1020 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 44,139 3,403 0.29% 0.29% 1021 0 0.0% Q2 2026 Aug 14, 2026
Pacific Park Financial, Inc. History No change 44,099 3,400 1.97% 1.97% 1022 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 43,890 3,384 0.01% 0.01% 1023 0 0.0% Q2 2026 Jul 30, 2026
Missouri Trust & Investment Co History No change 44,855 3,376 0.92% 0.92% 1024 0 0.0% Q2 2026 Aug 13, 2026
Taylor Financial Group, Inc. History No change 43,735 3,372 1.85% 1.85% 1025 0 0.0% Q2 2026 Jul 24, 2026
Forefront Wealth Partners, LLC History No change 43,714 3,370 1.04% 1.04% 1026 0 0.0% Q2 2026 Aug 20, 2026
Brightwater Advisory LLC History No change 43,656 3,366 2.13% 2.13% 1027 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 43,592 3,355 0.11% 0.11% 1028 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 43,483 3,352 0.33% 0.33% 1029 0 0.0% Q2 2026 Jul 22, 2026
SOA Wealth Advisors, LLC. History No change 43,413 3,347 0.56% 0.56% 1030 0 0.0% Q2 2026 Jul 21, 2026
SWP FINANCIAL LLC History No change 43,278 3,337 1.54% 1.54% 1031 0 0.0% Q2 2026 Jul 24, 2026
Koshinski Asset Management, Inc. History No change 43,070 3,321 0.18% 0.18% 1032 0 0.0% Q2 2026 Jul 27, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 42,969 3,313 0.24% 0.24% 1033 0 0.0% Q2 2026 Aug 07, 2026
Joel Adams & Associates, Inc. History No change 42,959 3,312 2.13% 2.13% 1034 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 42,948 3,311 0.12% 0.12% 1035 0 0.0% Q2 2026 Jul 07, 2026
Capital Advisors, Ltd. LLC History No change 42,828 3,302 0.33% 0.33% 1036 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History No change 43,070 3,296 0.18% 0.18% 1037 0 0.0% Q2 2026 Jul 14, 2026
Mechanics Bank Trust Department History No change 42,685 3,291 0.41% 0.41% 1038 0 0.0% Q2 2026 Jul 07, 2026
RIK SAYLOR FINANCIAL, INC. History No change 42,387 3,268 2.17% 2.17% 1039 0 0.0% Q2 2026 Aug 05, 2026
VISTA INVESTMENT MANAGEMENT History No change 42,348 3,265 0.98% 0.98% 1040 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 42,319 3,263 0.24% 0.24% 1041 0 0.0% Q2 2026 Jul 24, 2026
DELTA FINANCIAL ADVISORS LLC History No change 42,155 3,250 0.77% 0.77% 1042 0 0.0% Q2 2026 Aug 05, 2026
SAPIENT CAPITAL LLC History No change 42,052 3,242 0.04% 0.04% 1043 0 0.0% Q2 2026 Jul 09, 2026
FLAGSTAR SECURITIES, INC History No change 41,841 3,226 0.97% 0.97% 1044 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 41,724 3,217 0.07% 0.07% 1045 0 0.0% Q2 2026 Aug 06, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 41,651 3,211 1.11% 1.11% 1046 0 0.0% Q2 2026 Jul 23, 2026
NorthLanding Financial Partners, LLC History No change 41,609 3,208 2.22% 2.22% 1047 0 0.0% Q2 2026 Jul 23, 2026
Bank of New Hampshire History Reduced 44,534 3,204 0.69% 0.74% 1048 -1,516 -3.29% Q3 2026 Oct 06, 2026
Keystone Financial Group History No change 41,435 3,195 0.19% 0.19% 1049 0 0.0% Q2 2026 Jul 29, 2026
Ascent Wealth Partners, LLC History No change 41,221 3,178 0.32% 0.32% 1050 0 0.0% Q2 2026 Jul 31, 2026
Forum Private Client Group LLC History No change 41,215 3,178 0.95% 0.95% 1051 0 0.0% Q2 2026 Aug 12, 2026
Ellevest, Inc. History No change 41,000 3,161 0.37% 0.37% 1052 0 0.0% Q2 2026 Aug 10, 2026
LVW Advisors, LLC History No change 40,862 3,150 0.27% 0.27% 1053 0 0.0% Q2 2026 Jul 15, 2026
Colony Family Offices, LLC History No change 40,862 3,150 0.69% 0.69% 1054 0 0.0% Q2 2026 Jul 20, 2026
First Heartland Consultants, Inc. History No change 40,496 3,122 0.2% 0.2% 1055 0 0.0% Q2 2026 Jul 08, 2026
Operose Advisors LLC History No change 40,318 3,108 0.6% 0.6% 1056 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 40,318 3,108 0.98% 0.98% 1057 0 0.0% Q2 2026 Jul 31, 2026
Summit Investment Advisory Services, LLC History No change 40,261 3,104 0.78% 0.78% 1058 0 0.0% Q2 2026 Jul 24, 2026
CHILTON INVESTMENT CO INC. History No change 40,215 3,100 0.07% 0.07% 1059 0 0.0% Q2 2026 Aug 14, 2026
Adirondack Capital Advisors, LLC History No change 40,003 3,084 1.65% 1.65% 1060 0 0.0% Q2 2026 Jul 10, 2026
Golden State Wealth Management, LLC History No change 39,821 3,070 0.28% 0.28% 1061 0 0.0% Q2 2026 Jul 22, 2026
CAMBIAR INVESTORS LLC History No change 39,761 3,065 0.13% 0.13% 1062 0 0.0% Q2 2026 Jul 31, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 39,659 3,058 2.72% 2.72% 1063 0 0.0% Q2 2026 Aug 05, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 39,661 3,058 1.05% 1.05% 1064 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 57,357 3,053 0.25% 0.25% 1065 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 39,546 3,049 0.19% 0.19% 1066 0 0.0% Q2 2026 Aug 17, 2026
Bridgewater Advisors Inc. History No change 40,037 3,047 0.17% 0.17% 1067 0 0.0% Q2 2026 Aug 05, 2026
Rockwood Wealth Management, LLC History No change 39,429 3,040 0.19% 0.19% 1068 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 39,353 3,034 0.21% 0.21% 1069 0 0.0% Q2 2026 Sep 04, 2026
Bienville Capital Management, LLC History No change 39,210 3,023 0.4% 0.4% 1070 0 0.0% Q2 2026 Aug 13, 2026
Sandhill Capital Partners LLC History No change 39,100 3,015 0.25% 0.25% 1071 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 39,022 3,008 0.18% 0.18% 1072 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 38,995 3,006 0.09% 0.09% 1073 0 0.0% Q2 2026 Aug 13, 2026
Wealth Group Ltd History No change 38,912 3,000 0.57% 0.57% 1074 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ALLIANCE, LLC History No change 38,780 2,990 0.25% 0.25% 1075 0 0.0% Q2 2026 Aug 11, 2026
Diversified Portfolios, Inc. History No change 38,712 2,985 0.22% 0.22% 1076 0 0.0% Q2 2026 Aug 04, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 38,694 2,983 0.0% 0.0% 1077 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 38,957 2,981 0.1% 0.1% 1078 0 0.0% Q2 2026 Aug 12, 2026
UNIVEST FINANCIAL Corp History No change 38,610 2,977 0.15% 0.15% 1079 0 0.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History No change 38,573 2,974 0.02% 0.02% 1080 0 0.0% Q2 2026 Aug 12, 2026
Ballew Advisors, Inc History Reduced 40,516 2,973 1.48% 1.65% 1081 -1,383 -3.3% Q3 2026 Oct 05, 2026
SouthState Bank Corp History No change 38,525 2,970 0.12% 0.12% 1082 0 0.0% Q2 2026 Aug 06, 2026
Cosner Financial Group, LLC History No change 38,407 2,961 1.52% 1.52% 1083 0 0.0% Q2 2026 Aug 10, 2026
New England Private Wealth Advisors LLC History No change 38,932 2,949 0.28% 0.28% 1084 0 0.0% Q2 2026 Aug 04, 2026
Buck Wealth Strategies, LLC History No change 38,158 2,942 0.31% 0.31% 1085 0 0.0% Q2 2026 Jul 30, 2026
Nuveen, LLC History No change 37,971 2,927 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 11, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 37,771 2,912 1.17% 1.17% 1087 0 0.0% Q2 2026 Aug 06, 2026
Corsicana & Co. History No change 37,774 2,912 1.41% 1.41% 1088 0 0.0% Q2 2026 Jul 24, 2026
Advus Financial Partners, LLC History No change 37,647 2,902 0.83% 0.83% 1089 0 0.0% Q2 2026 Oct 02, 2026
CoreFirst Bank & Trust History No change 37,596 2,899 1.44% 1.44% 1090 0 0.0% Q2 2026 Aug 05, 2026
Range Advisory, LLC History No change 37,578 2,897 0.34% 0.34% 1091 0 0.0% Q2 2026 Sep 02, 2026
AMARA FINANCIAL, LLC. History No change 37,559 2,896 1.73% 1.73% 1092 0 0.0% Q2 2026 Aug 07, 2026
Towerpoint Wealth, LLC History No change 37,511 2,892 1.0% 1.0% 1093 0 0.0% Q2 2026 Jul 09, 2026
Patten Group, Inc. History No change 37,174 2,866 0.45% 0.45% 1094 0 0.0% Q2 2026 Aug 06, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 37,169 2,866 0.59% 0.59% 1095 0 0.0% Q2 2026 Jul 17, 2026
Astoria Strategic Wealth, Inc. History No change 36,942 2,848 0.65% 0.65% 1096 0 0.0% Q2 2026 Jul 16, 2026
Gilbert & Cook, Inc. History No change 36,887 2,844 0.33% 0.33% 1097 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 36,839 2,840 0.41% 0.41% 1098 0 0.0% Q2 2026 Jul 21, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 36,811 2,838 0.61% 0.61% 1099 0 0.0% Q2 2026 Jul 27, 2026
TritonPoint Partners, LLC History No change 36,745 2,833 0.24% 0.24% 1100 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 36,725 2,831 0.16% 0.16% 1101 0 0.0% Q2 2026 Aug 04, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 36,677 2,828 0.23% 0.23% 1102 0 0.0% Q2 2026 Aug 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 36,482 2,813 0.14% 0.14% 1103 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 36,479 2,812 0.05% 0.05% 1104 0 0.0% Q2 2026 Jul 28, 2026
SVB WEALTH LLC History No change 36,392 2,806 0.18% 0.18% 1105 0 0.0% Q2 2026 Jul 17, 2026
STOCK YARDS BANK & TRUST CO History No change 36,215 2,792 0.08% 0.08% 1106 0 0.0% Q2 2026 Aug 19, 2026
Bensler, LLC History No change 36,185 2,790 0.25% 0.25% 1107 0 0.0% Q2 2026 Jul 23, 2026
Lakeshore Financial Planning, Inc. History No change 36,084 2,782 0.9% 0.9% 1108 0 0.0% Q2 2026 Jul 13, 2026
BETO FINANCIAL GROUP, LLC History No change 37,078 2,778 1.46% 1.46% 1109 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 35,978 2,770 0.05% 0.05% 1110 0 0.0% Q2 2026 Aug 06, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 35,921 2,769 1.5% 1.5% 1111 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 35,724 2,754 0.14% 0.14% 1112 0 0.0% Q2 2026 Jul 29, 2026
Confluence Wealth Services, Inc. History No change 35,727 2,754 0.08% 0.08% 1113 0 0.0% Q2 2026 Jul 22, 2026
Sherman Asset Management, Inc. History No change 35,646 2,748 2.13% 2.13% 1114 0 0.0% Q2 2026 Aug 05, 2026
FLC Capital Advisors History No change 35,607 2,745 0.44% 0.44% 1115 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 35,601 2,745 0.07% 0.07% 1116 0 0.0% Q2 2026 Jul 31, 2026
Antonelli Financial Advisors, LLC History No change 35,534 2,740 1.88% 1.88% 1117 0 0.0% Q2 2026 Jul 14, 2026
OPINICUS CAPITAL, INC. History No change 35,326 2,723 1.46% 1.46% 1118 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 35,138 2,709 0.04% 0.04% 1119 0 0.0% Q2 2026 Aug 11, 2026
Broadview Financial Management, LLC History No change 35,110 2,707 1.65% 1.65% 1120 0 0.0% Q2 2026 Aug 12, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 35,044 2,702 0.98% 0.98% 1121 0 0.0% Q2 2026 Aug 07, 2026
Tranquility Partners, LLC History No change 34,924 2,693 0.93% 0.93% 1122 0 0.0% Q2 2026 Jul 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 34,884 2,689 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 22, 2026
Fairman Group, LLC History No change 34,770 2,681 2.11% 2.11% 1124 0 0.0% Q2 2026 Aug 04, 2026
Ballast Rock Private Wealth LLC History No change 34,738 2,678 1.24% 1.24% 1125 0 0.0% Q2 2026 Aug 10, 2026
Cordgrass Capital Advisors, LLC History No change 34,677 2,673 1.0% 1.0% 1126 0 0.0% Q2 2026 Aug 06, 2026
Willis Johnson & Associates, Inc. History No change 34,425 2,654 0.15% 0.15% 1127 0 0.0% Q2 2026 Aug 13, 2026
WorthPointe, LLC History No change 34,409 2,653 0.67% 0.67% 1128 0 0.0% Q2 2026 Jul 31, 2026
GeoWealth Management, LLC History No change 34,383 2,651 0.08% 0.08% 1129 0 0.0% Q2 2026 Jul 30, 2026
MY Wealth Management Inc. History No change 34,272 2,642 1.86% 1.86% 1130 0 0.0% Q2 2026 Aug 07, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 34,218 2,638 0.41% 0.41% 1131 0 0.0% Q2 2026 Jul 29, 2026
Factor Wealth Management LTD History No change 34,217 2,638 0.4% 0.4% 1132 0 0.0% Q2 2026 Jul 07, 2026
Freestone Capital Holdings, LLC History No change 34,208 2,637 0.07% 0.07% 1133 0 0.0% Q2 2026 Jul 31, 2026
Trinity Financial Advisors LLC History No change 34,090 2,628 0.68% 0.68% 1134 0 0.0% Q2 2026 Jul 06, 2026
WFA of San Diego, LLC History No change 33,288 2,610 2.14% 2.14% 1135 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 33,830 2,608 0.4% 0.4% 1136 0 0.0% Q2 2026 Aug 07, 2026
Gerald Baker Financial Group LLC History No change 33,743 2,601 0.74% 0.74% 1137 0 0.0% Q2 2026 Aug 03, 2026
Polaris Investment Advisors, LLC History No change 33,729 2,600 1.67% 1.67% 1138 0 0.0% Q2 2026 Jul 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 33,696 2,598 0.27% 0.27% 1139 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIENT ADVISORS LLC History No change 33,655 2,595 0.37% 0.37% 1140 0 0.0% Q2 2026 Aug 07, 2026
Cambria Investment Management, L.P. History No change 33,639 2,593 0.13% 0.13% 1141 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 33,517 2,584 0.45% 0.45% 1142 0 0.0% Q2 2026 Aug 14, 2026
BRADY FAMILY WEALTH, LLC History No change 33,225 2,561 0.74% 0.74% 1143 0 0.0% Q2 2026 Jul 13, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 33,177 2,558 0.1% 0.1% 1144 0 0.0% Q2 2026 Aug 18, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 33,159 2,556 1.05% 1.05% 1145 0 0.0% Q2 2026 Jul 16, 2026
Hirtle & Co., LLC History No change 33,019 2,546 0.08% 0.08% 1146 0 0.0% Q2 2026 Aug 14, 2026
SeaBridge Investment Advisors LLC History No change 33,000 2,544 0.37% 0.37% 1147 0 0.0% Q2 2026 Jul 17, 2026
Greenspring Advisors, LLC History No change 32,894 2,536 0.14% 0.14% 1148 0 0.0% Q2 2026 Aug 11, 2026
Exchange Bank History No change 32,861 2,533 1.58% 1.58% 1149 0 0.0% Q2 2026 Jul 08, 2026
Carnegie Investment Counsel History No change 32,801 2,529 0.05% 0.05% 1150 0 0.0% Q2 2026 Jul 30, 2026
Bison Wealth, LLC History No change 33,035 2,524 0.23% 0.23% 1151 0 0.0% Q2 2026 Jul 07, 2026
OFS Enterprise LLC History No change 32,604 2,514 0.64% 0.64% 1152 0 0.0% Q2 2026 Jul 08, 2026
Arsenal Capital Advisors LLC History No change 32,612 2,514 1.48% 1.48% 1153 0 0.0% Q2 2026 Aug 11, 2026
GW HENSSLER & ASSOCIATES LTD History No change 32,449 2,502 0.11% 0.11% 1154 0 0.0% Q2 2026 Jul 28, 2026
IFC Advisors LLC History No change 32,434 2,500 0.32% 0.32% 1155 0 0.0% Q2 2026 Aug 05, 2026
Bedel Financial Consulting, Inc. History No change 32,421 2,499 0.23% 0.23% 1156 0 0.0% Q2 2026 Jul 29, 2026
LYELL WEALTH MANAGEMENT, LP History No change 32,385 2,497 0.15% 0.15% 1157 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 32,186 2,481 0.03% 0.03% 1158 0 0.0% Q2 2026 Aug 14, 2026
LCNB CORP History No change 32,148 2,478 0.76% 0.76% 1159 0 0.0% Q2 2026 Aug 10, 2026
Rialto Wealth Management, LLC History No change 32,096 2,474 0.49% 0.49% 1160 0 0.0% Q2 2026 Aug 11, 2026
Zhang Financial LLC History No change 31,796 2,451 0.07% 0.07% 1161 0 0.0% Q2 2026 Jul 30, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 31,756 2,448 1.03% 1.03% 1162 0 0.0% Q2 2026 Jul 13, 2026
Fort Point Capital Partners LLC History No change 31,687 2,443 0.17% 0.17% 1163 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 31,550 2,432 0.12% 0.12% 1164 0 0.0% Q2 2026 Aug 11, 2026
St. Clair Advisors, LLC History No change 31,549 2,432 0.63% 0.63% 1165 0 0.0% Q2 2026 Jul 06, 2026
Garden State Investment Advisory Services LLC History No change 31,479 2,427 0.44% 0.44% 1166 0 0.0% Q2 2026 Aug 11, 2026
Sageworth Trust Co History No change 31,440 2,424 0.1% 0.1% 1167 0 0.0% Q2 2026 Jul 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 31,420 2,422 0.08% 0.08% 1168 0 0.0% Q2 2026 Aug 20, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 31,287 2,412 0.36% 0.36% 1169 0 0.0% Q2 2026 Jul 10, 2026
Selby Wealth Management, LLC History No change 31,222 2,407 0.85% 0.85% 1170 0 0.0% Q2 2026 Jul 09, 2026
HCR Wealth Advisors History No change 31,210 2,406 0.22% 0.22% 1171 0 0.0% Q2 2026 Jul 13, 2026
Azimuth Capital Investment Management LLC History No change 31,060 2,395 0.08% 0.08% 1172 0 0.0% Q2 2026 Aug 12, 2026
Finward Bancorp History No change 31,036 2,393 1.81% 1.81% 1173 0 0.0% Q2 2026 Jul 16, 2026
Kohmann Bosshard Financial Services, LLC History No change 31,039 2,393 0.2% 0.2% 1174 0 0.0% Q2 2026 Jul 14, 2026
Harbour Capital Advisors, LLC History No change 31,605 2,391 0.44% 0.44% 1175 0 0.0% Q2 2026 Jul 15, 2026
CWA Asset Management Group, LLC History No change 30,996 2,390 0.07% 0.07% 1176 0 0.0% Q2 2026 Jul 14, 2026
Axis Wealth Partners, LLC History No change 30,969 2,388 1.15% 1.15% 1177 0 0.0% Q2 2026 Jul 28, 2026
CAPITAL CITY TRUST CO/FL History No change 30,968 2,387 0.49% 0.49% 1178 0 0.0% Q2 2026 Aug 04, 2026
Scarborough Advisors, LLC History No change 31,363 2,385 0.27% 0.27% 1179 0 0.0% Q2 2026 Jul 21, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 30,731 2,370 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 14, 2026
ERn Financial, LLC History No change 30,721 2,368 0.39% 0.39% 1181 0 0.0% Q2 2026 Jul 23, 2026
PHILADELPHIA TRUST CO History No change 30,475 2,350 0.15% 0.15% 1182 0 0.0% Q2 2026 Aug 10, 2026
SFM, LLC History No change 30,393 2,343 1.2% 1.2% 1183 0 0.0% Q2 2026 Jul 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 30,353 2,340 0.34% 0.34% 1184 0 0.0% Q2 2026 Aug 04, 2026
SENTINEL TRUST CO LBA History No change 30,260 2,333 0.21% 0.21% 1185 0 0.0% Q2 2026 Jul 13, 2026
Black Diamond Financial, LLC History No change 30,161 2,325 0.21% 0.21% 1186 0 0.0% Q2 2026 Aug 04, 2026
Invesco Ltd. History No change 30,120 2,322 0.0% 0.0% 1187 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 30,242 2,322 0.25% 0.25% 1188 0 0.0% Q2 2026 Aug 03, 2026
StoneX Group Inc. History No change 30,090 2,320 0.09% 0.09% 1189 0 0.0% Q2 2026 Aug 12, 2026
Second Line Capital, LLC History No change 30,005 2,313 0.43% 0.43% 1190 0 0.0% Q2 2026 Sep 02, 2026
Continuum Advisory, LLC History No change 29,960 2,310 0.19% 0.19% 1191 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 29,950 2,309 0.05% 0.05% 1192 0 0.0% Q2 2026 Aug 12, 2026
Dale Q Rice Investment Management Ltd History No change 29,934 2,308 1.25% 1.25% 1193 0 0.0% Q2 2026 Aug 07, 2026
Maple Capital Management, Inc. History No change 29,924 2,307 0.14% 0.14% 1194 0 0.0% Q2 2026 Aug 13, 2026
Apex Wealth Management, LLC History No change 29,810 2,298 1.4% 1.4% 1195 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 29,574 2,280 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 07, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 29,456 2,271 0.09% 0.09% 1197 0 0.0% Q2 2026 Aug 05, 2026
FORTE ASSET MANAGEMENT LLC History No change 29,439 2,270 0.93% 0.93% 1198 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 29,389 2,266 0.07% 0.07% 1199 0 0.0% Q2 2026 Jul 31, 2026
Almanack Investment Partners, LLC. History No change 29,355 2,263 0.29% 0.29% 1200 0 0.0% Q2 2026 Jul 30, 2026
Newport Capital Group, LLC History No change 29,273 2,257 1.27% 1.27% 1201 0 0.0% Q2 2026 Jul 21, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 29,162 2,248 1.11% 1.11% 1202 0 0.0% Q2 2026 Jul 22, 2026
Argentarii, LLC History No change 28,820 2,241 0.68% 0.68% 1203 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 29,062 2,240 0.01% 0.01% 1204 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 29,008 2,236 0.7% 0.7% 1205 0 0.0% Q2 2026 Jul 30, 2026
Trust Point Inc. History No change 28,983 2,234 0.19% 0.19% 1206 0 0.0% Q2 2026 Jul 08, 2026
Mullaney, Keating & Wright, Inc. History No change 28,625 2,207 1.07% 1.07% 1207 0 0.0% Q2 2026 Jul 14, 2026
WOLFF WIESE MAGANA LLC History No change 28,614 2,206 1.01% 1.01% 1208 0 0.0% Q2 2026 Jul 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 28,519 2,199 2.43% 2.43% 1209 0 0.0% Q2 2026 Aug 10, 2026
SpringVest Wealth Management LLC History No change 28,470 2,195 1.38% 1.38% 1210 0 0.0% Q2 2026 Jul 22, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 30,478 2,192 1.19% 1.29% 1211 -472 -1.53% Q3 2026 Oct 06, 2026
Citizens Business Bank History No change 28,421 2,191 0.33% 0.33% 1212 0 0.0% Q2 2026 Aug 03, 2026
Heritage Wealth Management, Inc./Texas History No change 28,408 2,190 0.84% 0.84% 1213 0 0.0% Q2 2026 Aug 10, 2026
MFA Wealth Services History No change 28,273 2,180 1.3% 1.3% 1214 0 0.0% Q2 2026 Jul 21, 2026
Capital Management Associates, Inc History No change 28,275 2,180 0.44% 0.44% 1215 0 0.0% Q2 2026 Jul 22, 2026
Atwater Malick LLC History No change 28,255 2,178 0.47% 0.47% 1216 0 0.0% Q2 2026 Jul 27, 2026
Huntleigh Advisors, Inc. History No change 28,151 2,170 0.3% 0.3% 1217 0 0.0% Q2 2026 Aug 04, 2026
Calamos Wealth Management LLC History No change 28,069 2,164 0.07% 0.07% 1218 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 28,012 2,160 0.13% 0.13% 1219 0 0.0% Q2 2026 Aug 11, 2026
VeraBank, N.A. History No change 28,017 2,160 0.36% 0.36% 1220 0 0.0% Q2 2026 Aug 05, 2026
K.J. Harrison & Partners Inc History No change 28,000 2,159 0.31% 0.31% 1221 0 0.0% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 27,893 2,150 0.29% 0.29% 1222 0 0.0% Q2 2026 Aug 12, 2026
AMARILLO NATIONAL BANK History No change 27,845 2,147 0.34% 0.34% 1223 0 0.0% Q2 2026 Jul 15, 2026
WP Advisors, LLC History No change 27,855 2,147 0.52% 0.52% 1224 0 0.0% Q2 2026 Jul 29, 2026
HTG Investment Advisors, Inc. History No change 27,785 2,142 0.55% 0.55% 1225 0 0.0% Q2 2026 Aug 06, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 27,770 2,141 0.13% 0.13% 1226 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC History No change 27,776 2,141 0.7% 0.7% 1227 0 0.0% Q2 2026 Jul 09, 2026
JSF Financial, LLC History No change 27,671 2,133 0.34% 0.34% 1228 0 0.0% Q2 2026 Jul 28, 2026
Sentinel Advisory Group, LLC History No change 27,537 2,123 0.87% 0.87% 1229 0 0.0% Q2 2026 Jul 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 27,436 2,115 0.12% 0.12% 1230 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 27,119 2,091 0.21% 0.21% 1231 0 0.0% Q2 2026 Jul 23, 2026
Darden Wealth Group Inc History No change 27,076 2,087 0.83% 0.83% 1232 0 0.0% Q2 2026 Aug 06, 2026
Corundum Group, Inc. History No change 27,055 2,086 0.62% 0.62% 1233 0 0.0% Q2 2026 Aug 07, 2026
ENZI WEALTH History No change 27,574 2,083 0.66% 0.66% 1234 0 0.0% Q2 2026 Jul 15, 2026
1834 INVESTMENT ADVISORS CO History No change 26,979 2,080 0.24% 0.24% 1235 0 0.0% Q2 2026 Jul 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 26,955 2,078 0.14% 0.14% 1236 0 0.0% Q2 2026 Aug 03, 2026
Vawter Financial, Ltd. History No change 26,942 2,077 0.78% 0.78% 1237 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 26,879 2,072 0.05% 0.05% 1238 0 0.0% Q2 2026 Aug 04, 2026
Cooper Financial Group History No change 26,861 2,071 0.17% 0.17% 1239 0 0.0% Q2 2026 Jul 08, 2026
INVESTMENT PARTNERS, LTD. History No change 26,853 2,070 0.65% 0.65% 1240 0 0.0% Q2 2026 Aug 04, 2026
Weinberger Asset Management, Inc History No change 27,470 2,067 0.66% 0.66% 1241 0 0.0% Q2 2026 Aug 05, 2026
Nordwand Advisors, LLC History No change 26,796 2,066 0.32% 0.32% 1242 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 26,998 2,063 0.12% 0.12% 1243 0 0.0% Q2 2026 Jul 22, 2026
Proactive Wealth Strategies LLC History No change 26,580 2,049 0.33% 0.33% 1244 0 0.0% Q2 2026 Aug 10, 2026
CHAPIN DAVIS, INC. History No change 26,565 2,048 0.36% 0.36% 1245 0 0.0% Q2 2026 Jul 07, 2026
Princeton Global Asset Management LLC History No change 26,571 2,048 0.29% 0.29% 1246 0 0.0% Q2 2026 Jul 16, 2026
WEALTH EFFECTS LLC History No change 26,570 2,048 0.55% 0.55% 1247 0 0.0% Q2 2026 Aug 06, 2026
AFT, FORSYTH & COMPANY, INC. History No change 26,554 2,047 0.98% 0.98% 1248 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 26,456 2,040 0.59% 0.59% 1249 0 0.0% Q2 2026 Jul 14, 2026
Ascent Group, LLC History No change 26,467 2,040 0.06% 0.06% 1250 0 0.0% Q2 2026 Aug 03, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 26,303 2,028 0.74% 0.74% 1251 0 0.0% Q2 2026 Jul 23, 2026
Pacific Point Advisors, LLC History No change 26,256 2,024 0.92% 0.92% 1252 0 0.0% Q2 2026 Jul 24, 2026
Orion Capital Management LLC History No change 25,780 1,987 0.61% 0.61% 1253 0 0.0% Q2 2026 Aug 17, 2026
Valpey Financial Services, LLC History No change 25,753 1,985 1.18% 1.18% 1254 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 25,735 1,984 0.63% 0.63% 1255 0 0.0% Q2 2026 Jul 16, 2026
BridgePort Financial Solutions, LLC History No change 25,685 1,980 0.5% 0.5% 1256 0 0.0% Q2 2026 Jul 24, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 25,616 1,975 0.8% 0.8% 1257 0 0.0% Q2 2026 Jul 14, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 25,576 1,972 2.56% 2.56% 1258 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 25,437 1,961 0.09% 0.09% 1259 0 0.0% Q2 2026 Jul 28, 2026
Kathmere Capital Management, LLC History No change 25,410 1,959 0.1% 0.1% 1260 0 0.0% Q2 2026 Jul 29, 2026
Revolve Wealth Partners, LLC History No change 25,391 1,957 0.2% 0.2% 1261 0 0.0% Q2 2026 Jul 09, 2026
LexAurum Advisors, LLC History No change 25,226 1,945 0.22% 0.22% 1262 0 0.0% Q2 2026 Jul 15, 2026
Amplius Wealth Advisors, LLC History No change 25,092 1,934 0.14% 0.14% 1263 0 0.0% Q2 2026 Jul 17, 2026
Tortoise Investment Management, LLC History No change 25,069 1,933 0.14% 0.14% 1264 0 0.0% Q2 2026 Aug 07, 2026
CrossGen Wealth, LLC History No change 25,077 1,933 1.5% 1.5% 1265 0 0.0% Q2 2026 Jul 24, 2026
TRED AVON FAMILY WEALTH, LLC History No change 25,004 1,928 0.59% 0.59% 1266 0 0.0% Q2 2026 Aug 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 24,921 1,921 0.28% 0.28% 1267 0 0.0% Q2 2026 Aug 13, 2026
Peterson Wealth Advisors, LLC History No change 24,906 1,920 0.23% 0.23% 1268 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 24,885 1,918 0.03% 0.03% 1269 0 0.0% Q2 2026 Jul 14, 2026
BEARING POINT CAPITAL, LLC History No change 24,800 1,912 0.26% 0.26% 1270 0 0.0% Q2 2026 Aug 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 24,737 1,907 0.45% 0.45% 1271 0 0.0% Q2 2026 Jul 15, 2026
PFG Investments, LLC History No change 24,644 1,900 0.07% 0.07% 1272 0 0.0% Q2 2026 Jul 23, 2026
Pointe Capital Management LLC History No change 24,617 1,898 0.85% 0.85% 1273 0 0.0% Q2 2026 Aug 14, 2026
INNEALTA CAPITAL, LLC History No change 24,567 1,894 1.01% 1.01% 1274 0 0.0% Q2 2026 Aug 04, 2026
Churchill Financial Advisors, LLC History No change 24,546 1,892 0.36% 0.36% 1275 0 0.0% Q2 2026 Jul 15, 2026
SilverOak Wealth Management LLC History No change 24,469 1,886 0.24% 0.24% 1276 0 0.0% Q2 2026 Jul 29, 2026
Arete Wealth Advisors, LLC History No change 24,450 1,885 0.12% 0.12% 1277 0 0.0% Q2 2026 Aug 12, 2026
ELEMENT POINTE ADVISORS, LLC History No change 24,445 1,884 0.3% 0.3% 1278 0 0.0% Q2 2026 Aug 07, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 24,923 1,884 1.66% 1.66% 1279 0 0.0% Q2 2026 Jul 16, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 24,414 1,882 0.46% 0.46% 1280 0 0.0% Q2 2026 Aug 14, 2026
CORA CAPITAL ADVISORS LLC History No change 24,396 1,881 0.53% 0.53% 1281 0 0.0% Q2 2026 Jul 24, 2026
MMBG INVESTMENT ADVISORS CO. History No change 24,295 1,873 0.15% 0.15% 1282 0 0.0% Q2 2026 Aug 10, 2026
Severin Investments, LLC History No change 24,194 1,865 1.41% 1.41% 1283 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 24,175 1,864 0.23% 0.23% 1284 0 0.0% Q2 2026 Jul 14, 2026
Crusonia Wealth Advisors LLC History No change 24,178 1,864 0.31% 0.31% 1285 0 0.0% Q2 2026 Jul 30, 2026
CONDOR CAPITAL MANAGEMENT History No change 24,135 1,861 0.14% 0.14% 1286 0 0.0% Q2 2026 Aug 12, 2026
Texas Bank & Trust Co History No change 24,134 1,860 0.61% 0.61% 1287 0 0.0% Q2 2026 Jul 31, 2026
Clear Harbor Asset Management, LLC History No change 24,113 1,859 0.11% 0.11% 1288 0 0.0% Q2 2026 Aug 12, 2026
CADINHA & CO LLC History No change 24,079 1,856 0.27% 0.27% 1289 0 0.0% Q2 2026 Jul 28, 2026
Pine Valley Investments Ltd Liability Co History No change 24,048 1,854 0.07% 0.07% 1290 0 0.0% Q2 2026 Jul 24, 2026
Schneider Downs Wealth Management Advisors, LP History No change 24,026 1,852 0.17% 0.17% 1291 0 0.0% Q2 2026 Aug 05, 2026
DUNCKER STREETT & CO INC History No change 23,972 1,848 0.31% 0.31% 1292 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 23,960 1,847 0.03% 0.03% 1293 0 0.0% Q2 2026 Aug 11, 2026
21 West Wealth Management LLC History No change 23,916 1,844 1.58% 1.58% 1294 0 0.0% Q2 2026 Jul 13, 2026
Taylor & Morgan Wealth Management, LLC History No change 23,877 1,841 0.91% 0.91% 1295 0 0.0% Q2 2026 Jul 10, 2026
Invst, LLC History No change 23,812 1,836 0.18% 0.18% 1296 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 23,789 1,834 0.34% 0.34% 1297 0 0.0% Q2 2026 Aug 05, 2026
American Wealth Advisors, LLC History No change 23,781 1,833 1.72% 1.72% 1298 0 0.0% Q2 2026 Aug 07, 2026
EVERPAR ADVISORS LLC History No change 23,769 1,832 0.52% 0.52% 1299 0 0.0% Q2 2026 Jul 09, 2026
BigSur Wealth Management LLC History No change 23,750 1,831 0.44% 0.44% 1300 0 0.0% Q2 2026 Jul 14, 2026
Gainplan LLC History No change 23,720 1,829 0.72% 0.72% 1301 0 0.0% Q2 2026 Jul 07, 2026
GGM Financial LLC History No change 23,640 1,822 0.69% 0.69% 1302 0 0.0% Q2 2026 Jul 23, 2026
Ignite Planners, LLC History No change 23,524 1,813 0.25% 0.25% 1303 0 0.0% Q2 2026 Jul 23, 2026
Carrera Capital Advisors History No change 23,431 1,806 0.27% 0.27% 1304 0 0.0% Q2 2026 Aug 03, 2026
Blankinship & Foster, LLC History No change 23,405 1,804 0.36% 0.36% 1305 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 23,377 1,802 0.08% 0.08% 1306 0 0.0% Q2 2026 Jul 22, 2026
Baron Financial Group, LLC History No change 23,337 1,799 0.86% 0.86% 1307 0 0.0% Q2 2026 Jul 09, 2026
Madden Advisory Services, Inc. History No change 23,224 1,790 0.64% 0.64% 1308 0 0.0% Q2 2026 Aug 04, 2026
GDS Wealth Management History No change 23,213 1,789 0.09% 0.09% 1309 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History Reduced 24,799 1,784 0.8% 0.87% 1310 -282 -1.12% Q3 2026 Oct 01, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 23,096 1,780 0.22% 0.22% 1311 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 23,074 1,779 0.55% 0.55% 1312 0 0.0% Q2 2026 Jul 31, 2026
Fairvoy Private Wealth, LLC History No change 23,052 1,777 0.36% 0.36% 1313 0 0.0% Q2 2026 Jul 17, 2026
Reynders McVeigh Capital Management, LLC History No change 23,015 1,775 0.08% 0.08% 1314 0 0.0% Q2 2026 Sep 15, 2026
Octavia Wealth Advisors, LLC History No change 22,978 1,771 0.15% 0.15% 1315 0 0.0% Q2 2026 Jul 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,961 1,770 0.01% 0.01% 1316 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History No change 22,933 1,768 0.06% 0.06% 1317 0 0.0% Q2 2026 Aug 04, 2026
Wilshire Advisors LLC History No change 22,862 1,762 17.05% 17.05% 1318 0 0.0% Q2 2026 Jul 27, 2026
KG Capital Management History No change 22,862 1,762 1.05% 1.05% 1319 0 0.0% Q2 2026 Aug 07, 2026
Orcam Financial Group History No change 22,847 1,761 0.86% 0.86% 1320 0 0.0% Q2 2026 Aug 13, 2026
CULBERTSON A N & CO INC History No change 22,829 1,760 0.2% 0.2% 1321 0 0.0% Q2 2026 Jul 29, 2026
Glassman Wealth Services History No change 22,813 1,759 0.21% 0.21% 1322 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 22,757 1,754 0.01% 0.01% 1323 0 0.0% Q2 2026 Aug 11, 2026
SevenBridge Financial Group, LLC History No change 22,522 1,751 0.26% 0.26% 1324 0 0.0% Q2 2026 Aug 12, 2026
Tepp RIA, LLC History No change 22,674 1,748 1.19% 1.19% 1325 0 0.0% Q2 2026 Jul 28, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 22,611 1,743 1.29% 1.29% 1326 0 0.0% Q2 2026 Jul 21, 2026
KOM Wealth Management Group, LLC History No change 22,414 1,728 1.04% 1.04% 1327 0 0.0% Q2 2026 Jul 23, 2026
Procyon Advisors, LLC History No change 22,415 1,728 0.07% 0.07% 1328 0 0.0% Q2 2026 Jul 09, 2026
International Private Wealth Advisors LLC History No change 22,304 1,719 0.88% 0.88% 1329 0 0.0% Q2 2026 Aug 07, 2026
GS Investments, Inc. History No change 22,146 1,707 1.23% 1.23% 1330 0 0.0% Q2 2026 Aug 06, 2026
Maxele Advisors, LLC History No change 22,090 1,703 1.19% 1.19% 1331 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 22,062 1,701 0.47% 0.47% 1332 0 0.0% Q2 2026 Aug 12, 2026
DecisionMap Wealth Management, LLC History No change 22,058 1,700 0.95% 0.95% 1333 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 22,034 1,699 0.06% 0.06% 1334 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 21,990 1,695 0.04% 0.04% 1335 0 0.0% Q2 2026 Aug 13, 2026
GODSEY & GIBB, INC History No change 21,937 1,691 0.14% 0.14% 1336 0 0.0% Q2 2026 Jul 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 21,926 1,690 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 21,714 1,674 0.65% 0.65% 1338 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 21,523 1,659 0.32% 0.32% 1339 0 0.0% Q2 2026 Jul 22, 2026
Samalin Investment Counsel, LLC History No change 21,470 1,655 0.52% 0.52% 1340 0 0.0% Q2 2026 Jul 27, 2026
Clearwater Capital Advisors, LLC History No change 21,470 1,655 0.12% 0.12% 1341 0 0.0% Q2 2026 Aug 06, 2026
Texas Yale Capital Corp. History No change 21,441 1,653 0.04% 0.04% 1342 0 0.0% Q2 2026 Aug 12, 2026
TOWER BRIDGE ADVISORS History No change 21,385 1,648 0.15% 0.15% 1343 0 0.0% Q2 2026 Aug 12, 2026
Trueblood Wealth Management, LLC History No change 21,384 1,648 0.58% 0.58% 1344 0 0.0% Q2 2026 Jul 27, 2026
Gateway Wealth Partners, LLC History No change 21,361 1,647 0.1% 0.1% 1345 0 0.0% Q2 2026 Aug 04, 2026
DEARBORN PARTNERS LLC History No change 24,292 1,640 0.09% 0.09% 1346 0 0.0% Q2 2026 Aug 13, 2026
Strathmore Capital Advisors, Inc. History No change 21,639 1,638 0.44% 0.44% 1347 0 0.0% Q2 2026 Aug 10, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 21,225 1,636 2.55% 2.55% 1348 0 0.0% Q2 2026 Aug 11, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 21,227 1,636 0.2% 0.2% 1349 0 0.0% Q2 2026 Jul 20, 2026
MWA Asset Management History No change 21,208 1,635 0.74% 0.74% 1350 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Group, LLC / IL History No change 21,138 1,629 0.4% 0.4% 1351 0 0.0% Q2 2026 Jul 30, 2026
First County Bank /CT/ History No change 21,119 1,628 0.77% 0.77% 1352 0 0.0% Q2 2026 Jul 02, 2026
Donor Advised Charitable Giving, Inc. History No change 21,109 1,627 0.04% 0.04% 1353 0 0.0% Q2 2026 Jul 24, 2026
MONEYWISE, INC. History No change 21,100 1,627 0.61% 0.61% 1354 0 0.0% Q2 2026 Jul 21, 2026
Greenwich Wealth Management LLC History No change 21,075 1,625 0.06% 0.06% 1355 0 0.0% Q2 2026 Aug 12, 2026
Evensky & Katz LLC History No change 21,050 1,623 0.08% 0.08% 1356 0 0.0% Q2 2026 Jul 22, 2026
Lynch Investment Planning, LLC History No change 21,060 1,623 1.25% 1.25% 1357 0 0.0% Q2 2026 Jul 17, 2026
Legacy Advisors, LLC History No change 21,044 1,622 0.15% 0.15% 1358 0 0.0% Q2 2026 Jul 24, 2026
Manhattan West Asset Management, LLC History No change 21,003 1,619 0.27% 0.27% 1359 0 0.0% Q2 2026 Aug 11, 2026
Smith Thornton Advisors LLC History No change 21,505 1,618 0.71% 0.71% 1360 0 0.0% Q2 2026 Jul 14, 2026
SEI INVESTMENTS CO History No change 20,931 1,613 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 14, 2026
MMA ASSET MANAGEMENT LLC History No change 20,850 1,607 0.51% 0.51% 1362 0 0.0% Q2 2026 Aug 04, 2026
MOTIVE WEALTH ADVISORS History No change 20,785 1,602 0.66% 0.66% 1363 0 0.0% Q2 2026 Jul 20, 2026
Portus Wealth Advisors, LLC History No change 20,724 1,598 1.32% 1.32% 1364 0 0.0% Q2 2026 Jul 21, 2026
Landing Point Financial Group, LLC History No change 20,693 1,595 0.54% 0.54% 1365 0 0.0% Q2 2026 Aug 06, 2026
Creekside Partners History No change 20,662 1,593 0.58% 0.58% 1366 0 0.0% Q2 2026 Jul 30, 2026
SPINNAKER TRUST History No change 20,652 1,592 0.08% 0.08% 1367 0 0.0% Q2 2026 Aug 03, 2026
IMA Advisory Services, Inc. History No change 20,540 1,583 0.1% 0.1% 1368 0 0.0% Q2 2026 Aug 10, 2026
GWN SECURITIES INC. History No change 20,405 1,573 0.26% 0.26% 1369 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital Group History No change 20,361 1,570 0.15% 0.15% 1370 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL FINANCIAL INC History No change 20,300 1,565 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 12, 2026
Fusion Family Wealth, LLC History No change 20,303 1,565 0.1% 0.1% 1372 0 0.0% Q2 2026 Aug 07, 2026
Sage Capital Management, LLC History No change 20,304 1,565 0.61% 0.61% 1373 0 0.0% Q2 2026 Jul 20, 2026
SGL Investment Advisors, Inc. History No change 20,153 1,562 0.54% 0.54% 1374 0 0.0% Q2 2026 Aug 11, 2026
Lincoln Capital LLC History No change 20,222 1,559 0.28% 0.28% 1375 0 0.0% Q2 2026 Jul 07, 2026
626 Financial, LLC History No change 20,229 1,559 0.61% 0.61% 1376 0 0.0% Q2 2026 Jul 27, 2026
Three Seasons Wealth, LLC History No change 20,222 1,559 0.14% 0.14% 1377 0 0.0% Q2 2026 Aug 13, 2026
Essex Bank History No change 20,182 1,556 0.34% 0.34% 1378 0 0.0% Q2 2026 Jul 23, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 20,132 1,552 0.18% 0.18% 1379 0 0.0% Q2 2026 Jul 13, 2026
William Mack & Associates, Inc. History No change 20,121 1,551 0.55% 0.55% 1380 0 0.0% Q2 2026 Jul 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 20,077 1,548 0.09% 0.09% 1381 0 0.0% Q2 2026 Jul 13, 2026
Presper Financial Architects, LLC History No change 20,073 1,547 0.81% 0.81% 1382 0 0.0% Q2 2026 Aug 11, 2026
GREAT LAKES ADVISORS, LLC History No change 20,045 1,545 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 19,917 1,535 0.25% 0.25% 1384 0 0.0% Q2 2026 Jul 24, 2026
Johnson & White Wealth Management, LLC History No change 19,916 1,535 0.57% 0.57% 1385 0 0.0% Q2 2026 Jul 16, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 19,902 1,534 0.08% 0.08% 1386 0 0.0% Q2 2026 Jul 27, 2026
WATERSHED PRIVATE WEALTH LLC History No change 19,873 1,532 0.43% 0.43% 1387 0 0.0% Q2 2026 Jul 17, 2026
Retirement Planning Group, LLC History No change 19,854 1,530 0.04% 0.04% 1388 0 0.0% Q2 2026 Aug 05, 2026
ZWJ INVESTMENT COUNSEL INC History No change 19,673 1,516 0.05% 0.05% 1389 0 0.0% Q2 2026 Jul 16, 2026
ARQ WEALTH ADVISORS, LLC History No change 20,023 1,515 0.19% 0.19% 1390 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 19,506 1,504 0.11% 0.11% 1391 0 0.0% Q2 2026 Jul 06, 2026
Tudor Financial Inc. History No change 19,467 1,501 0.67% 0.67% 1392 0 0.0% Q2 2026 Aug 10, 2026
First National Advisers, LLC History No change 19,452 1,499 0.21% 0.21% 1393 0 0.0% Q2 2026 Jul 21, 2026
MW ADVISORY, LLC History No change 19,431 1,498 0.6% 0.6% 1394 0 0.0% Q2 2026 Aug 07, 2026
Wealth Management Partners, LLC History No change 19,407 1,496 0.35% 0.35% 1395 0 0.0% Q2 2026 Jul 22, 2026
TopTier Wealth Management, LLC History No change 19,362 1,493 0.9% 0.9% 1396 0 0.0% Q2 2026 Jul 14, 2026
CWS Financial Advisors, LLC History No change 19,339 1,491 0.33% 0.33% 1397 0 0.0% Q2 2026 Jul 30, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 19,298 1,488 0.5% 0.5% 1398 0 0.0% Q2 2026 Jul 21, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 19,225 1,482 0.26% 0.26% 1399 0 0.0% Q2 2026 Aug 04, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 19,205 1,480 1.25% 1.25% 1400 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Group, LLC History No change 19,186 1,479 0.57% 0.57% 1401 0 0.0% Q2 2026 Jul 08, 2026
Bright Futures Wealth Management, LLC. History No change 19,163 1,477 0.95% 0.95% 1402 0 0.0% Q2 2026 Jul 24, 2026
NCM Capital Management, LLC History No change 19,139 1,475 0.45% 0.45% 1403 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 19,102 1,472 0.1% 0.1% 1404 0 0.0% Q2 2026 Aug 13, 2026
Tannin Capital LLC History No change 19,070 1,470 0.97% 0.97% 1405 0 0.0% Q2 2026 Aug 04, 2026
FIRST FOUNDATION ADVISORS History No change 19,019 1,466 0.05% 0.05% 1406 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Advisors, LLC History No change 18,993 1,464 0.16% 0.16% 1407 0 0.0% Q2 2026 Aug 06, 2026
Ledyard National Bank History No change 18,929 1,459 0.12% 0.12% 1408 0 0.0% Q2 2026 Jul 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 18,883 1,456 1.01% 1.01% 1409 0 0.0% Q2 2026 Jul 24, 2026
PIONEER TRUST BANK N A/OR History No change 18,700 1,441 0.33% 0.33% 1410 0 0.0% Q2 2026 Jul 22, 2026
Nikulski Financial, Inc. History No change 18,659 1,438 0.31% 0.31% 1411 0 0.0% Q2 2026 Jul 28, 2026
Ethos Financial Group, LLC History No change 18,814 1,436 0.1% 0.1% 1412 0 0.0% Q2 2026 Aug 07, 2026
TRITONPOINT WEALTH, LLC History No change 18,624 1,436 0.14% 0.14% 1413 0 0.0% Q2 2026 Aug 11, 2026
Disciplined Investments, LLC History No change 18,587 1,433 0.46% 0.46% 1414 0 0.0% Q2 2026 Aug 07, 2026
KWB Wealth History No change 18,497 1,426 0.12% 0.12% 1415 0 0.0% Q2 2026 Jul 10, 2026
Latko Wealth Management, Ltd. History No change 18,485 1,425 0.6% 0.6% 1416 0 0.0% Q2 2026 Jul 24, 2026
First Financial Bank - Trust Division History Added to 19,725 1,419 0.1% 0.08% 1417 +5,106 34.93% Q3 2026 Oct 01, 2026
Box Hill Private Wealth LLC History Added to 19,733 1,419 1.03% 0.96% 1418 +4,286 27.75% Q3 2026 Oct 05, 2026
CATHY PARETO & ASSOCIATES, INC History No change 18,401 1,418 0.83% 0.83% 1419 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18,345 1,414 0.04% 0.04% 1420 0 0.0% Q2 2026 Jul 14, 2026
CBIZ Investment Advisory Services, LLC History No change 20,952 1,414 0.05% 0.05% 1421 0 0.0% Q2 2026 Aug 13, 2026
JMG Financial Group, Ltd. History No change 18,227 1,405 0.03% 0.03% 1422 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 18,222 1,405 0.18% 0.18% 1423 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 18,202 1,403 0.0% 0.0% 1424 0 0.0% Q2 2026 Aug 14, 2026
Heck Capital Advisors, LLC History No change 18,178 1,401 0.08% 0.08% 1425 0 0.0% Q2 2026 Jul 10, 2026
Bernard Wealth Management Corp. History No change 18,136 1,398 0.52% 0.52% 1426 0 0.0% Q2 2026 Aug 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 18,048 1,391 0.12% 0.12% 1427 0 0.0% Q2 2026 Jul 16, 2026
Cardinal Point Capital Management ULC History No change 18,002 1,388 0.08% 0.08% 1428 0 0.0% Q2 2026 Jul 14, 2026
Sunpointe, LLC History No change 17,928 1,382 0.39% 0.39% 1429 0 0.0% Q2 2026 Jul 24, 2026
Mann Financial Group, Inc. History No change 17,932 1,382 1.16% 1.16% 1430 0 0.0% Q2 2026 Jul 22, 2026
G&S Capital LLC History No change 17,915 1,381 0.4% 0.4% 1431 0 0.0% Q2 2026 Jul 10, 2026
Empirical Asset Management, LLC History No change 17,915 1,381 0.31% 0.31% 1432 0 0.0% Q2 2026 Aug 10, 2026
Tufton Capital Management History No change 17,909 1,380 0.23% 0.23% 1433 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 17,891 1,379 0.0% 0.0% 1434 0 0.0% Q2 2026 Aug 13, 2026
FF Advisors,LLC History No change 17,765 1,369 0.51% 0.51% 1435 0 0.0% Q2 2026 Jul 29, 2026
Dodds Wealth, LLC History No change 17,714 1,365 0.31% 0.31% 1436 0 0.0% Q2 2026 Aug 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 17,509 1,350 0.08% 0.08% 1437 0 0.0% Q2 2026 Jul 15, 2026
EnRich Financial Partners LLC History No change 17,468 1,346 0.32% 0.32% 1438 0 0.0% Q2 2026 Jul 27, 2026
MATAURO, LLC History No change 17,439 1,344 0.18% 0.18% 1439 0 0.0% Q2 2026 Jul 21, 2026
Christensen, King & Associates Investment Services, Inc. History No change 17,380 1,340 0.53% 0.53% 1440 0 0.0% Q2 2026 Jul 14, 2026
Brady Martz Wealth Solutions, LLC History No change 17,358 1,338 0.2% 0.2% 1441 0 0.0% Q2 2026 Jul 23, 2026
Balefire, LLC History No change 17,249 1,330 0.22% 0.22% 1442 0 0.0% Q2 2026 Jul 07, 2026
Crew Capital Management, Ltd History No change 17,181 1,324 0.72% 0.72% 1443 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 17,152 1,322 0.02% 0.02% 1444 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 17,130 1,320 0.1% 0.1% 1445 0 0.0% Q2 2026 Jul 29, 2026
Edgemoor Investment Advisors, Inc. History No change 17,103 1,318 0.09% 0.09% 1446 0 0.0% Q2 2026 Aug 07, 2026
Triad Wealth Partners, LLC History No change 17,318 1,318 0.08% 0.08% 1447 0 0.0% Q2 2026 Aug 10, 2026
Thrive Wealth Management, LLC History No change 17,092 1,317 0.17% 0.17% 1448 0 0.0% Q2 2026 Jul 07, 2026
Allie Family Office LLC History No change 17,068 1,316 0.49% 0.49% 1449 0 0.0% Q2 2026 Oct 02, 2026
Smith Partners Wealth Management, LLC History No change 17,079 1,316 1.05% 1.05% 1450 0 0.0% Q2 2026 Aug 10, 2026
Lakeridge Wealth Management LLC History No change 17,031 1,313 0.48% 0.48% 1451 0 0.0% Q2 2026 Jul 14, 2026
GARRISON POINT ADVISORS, LLC History No change 17,005 1,311 0.53% 0.53% 1452 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 17,010 1,311 0.41% 0.41% 1453 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Hoffman & Company, LLC. History No change 16,819 1,296 0.03% 0.03% 1454 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 16,917 1,295 0.06% 0.06% 1455 0 0.0% Q2 2026 Jul 28, 2026
Principle Wealth Partners LLC History No change 16,794 1,294 0.06% 0.06% 1456 0 0.0% Q2 2026 Aug 07, 2026
BCS Private Wealth Management, Inc. History No change 16,760 1,292 0.39% 0.39% 1457 0 0.0% Q2 2026 Jul 31, 2026
COWA, LLC History No change 16,716 1,288 0.32% 0.32% 1458 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 16,687 1,286 0.14% 0.14% 1459 0 0.0% Q2 2026 Jul 29, 2026
Evanson Financial, LLC History No change 16,684 1,286 0.06% 0.06% 1460 0 0.0% Q2 2026 Jul 07, 2026
Csenge Advisory Group History No change 16,672 1,285 0.05% 0.05% 1461 0 0.0% Q2 2026 Aug 10, 2026
Round Rock Advisors LLC History No change 16,676 1,285 0.17% 0.17% 1462 0 0.0% Q2 2026 Aug 12, 2026
Buttonwood Financial Advisors Inc. History No change 16,651 1,283 0.39% 0.39% 1463 0 0.0% Q2 2026 Jul 13, 2026
Ascentis Wealth Management, LLC History No change 16,628 1,282 0.19% 0.19% 1464 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 16,993 1,279 0.26% 0.26% 1465 0 0.0% Q2 2026 Aug 06, 2026
Compass Ion Advisors, LLC History No change 16,528 1,274 0.11% 0.11% 1466 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 16,510 1,273 0.03% 0.03% 1467 0 0.0% Q2 2026 Jul 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 16,490 1,271 0.22% 0.22% 1468 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 16,469 1,269 0.07% 0.07% 1469 0 0.0% Q2 2026 Aug 05, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 16,463 1,269 0.09% 0.09% 1470 0 0.0% Q2 2026 Jul 16, 2026
Williams Jones Wealth Management, LLC. History No change 16,410 1,265 0.01% 0.01% 1471 0 0.0% Q2 2026 Aug 05, 2026
Simplicity Wealth,LLC History No change 16,365 1,261 0.04% 0.04% 1472 0 0.0% Q2 2026 Aug 06, 2026
Performance Wealth Partners, LLC History No change 16,329 1,259 0.03% 0.03% 1473 0 0.0% Q2 2026 Aug 07, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 16,290 1,256 0.82% 0.82% 1474 0 0.0% Q2 2026 Jul 28, 2026
Costello Asset Management, INC History No change 16,279 1,255 0.38% 0.38% 1475 0 0.0% Q2 2026 Jul 28, 2026
APPLETON PARTNERS INC/MA History No change 16,226 1,251 0.08% 0.08% 1476 0 0.0% Q2 2026 Jul 21, 2026
Clearbridge Investments, LLC History No change 16,231 1,251 0.0% 0.0% 1477 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 16,218 1,250 0.21% 0.21% 1478 0 0.0% Q2 2026 Jul 23, 2026
Willis Investment Counsel History No change 16,164 1,246 0.06% 0.06% 1479 0 0.0% Q2 2026 Aug 03, 2026
Weaver Consulting Group History No change 16,110 1,242 0.25% 0.25% 1480 0 0.0% Q2 2026 Jul 29, 2026
Independent Family Office, LLC History No change 16,040 1,236 0.5% 0.5% 1481 0 0.0% Q2 2026 Aug 11, 2026
Urban Wealth Management, LLC History No change 16,005 1,234 1.08% 1.08% 1482 0 0.0% Q2 2026 Jul 23, 2026
Daner Wealth Management, LLC History No change 15,700 1,231 0.67% 0.67% 1483 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 15,958 1,230 0.06% 0.06% 1484 0 0.0% Q2 2026 Jul 31, 2026
Westhampton Capital, LLC History No change 15,935 1,228 0.51% 0.51% 1485 0 0.0% Q2 2026 Jul 14, 2026
WILLNER & HELLER, LLC History No change 15,912 1,227 0.77% 0.77% 1486 0 0.0% Q2 2026 Jul 07, 2026
Stenger Family Office, LLC History No change 15,905 1,226 0.19% 0.19% 1487 0 0.0% Q2 2026 Jul 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 15,865 1,223 0.04% 0.04% 1488 0 0.0% Q2 2026 Jul 13, 2026
HARMONY ASSET MANAGEMENT LLC History No change 15,855 1,222 0.33% 0.33% 1489 0 0.0% Q2 2026 Jul 20, 2026
waypoint wealth counsel History No change 15,807 1,218 0.76% 0.76% 1490 0 0.0% Q2 2026 Aug 04, 2026
GERBER, LLC History No change 15,780 1,216 0.57% 0.57% 1491 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 15,698 1,210 0.44% 0.44% 1492 0 0.0% Q2 2026 Jul 08, 2026
Stonebridge Financial Group, LLC History Reduced 16,812 1,209 0.09% 0.12% 1495 -4,372 -20.64% Q3 2026 Oct 01, 2026
Occidental Asset Management, LLC History No change 15,688 1,209 0.12% 0.12% 1493 0 0.0% Q2 2026 Aug 07, 2026
CCG WEALTH MANAGEMENT, LLC History No change 15,681 1,209 0.28% 0.28% 1494 0 0.0% Q2 2026 Aug 07, 2026
Eagle Strategies LLC History No change 15,676 1,208 0.12% 0.12% 1496 0 0.0% Q2 2026 Jul 21, 2026
Cove Private Wealth, LLC History No change 15,580 1,201 0.23% 0.23% 1497 0 0.0% Q2 2026 Jul 31, 2026
Intergy Private Wealth, LLC History No change 15,535 1,197 0.28% 0.28% 1498 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Group, LLC History No change 15,520 1,196 0.07% 0.07% 1499 0 0.0% Q2 2026 Jul 27, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 15,500 1,195 0.5% 0.5% 1500 0 0.0% Q2 2026 Jul 20, 2026
Basepoint Wealth LLC History No change 15,439 1,190 0.68% 0.68% 1501 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 15,345 1,183 0.05% 0.05% 1502 0 0.0% Q2 2026 Jul 20, 2026
HFG Advisors, Inc. History No change 15,313 1,180 0.74% 0.74% 1503 0 0.0% Q2 2026 Aug 07, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 15,286 1,179 0.1% 0.1% 1504 0 0.0% Q2 2026 Jul 09, 2026
AMERIFLEX GROUP, INC. History No change 15,251 1,176 0.48% 0.48% 1505 0 0.0% Q2 2026 Aug 13, 2026
Allen Capital Group, LLC History No change 15,227 1,174 0.1% 0.1% 1506 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 15,188 1,171 0.12% 0.12% 1507 0 0.0% Q2 2026 Jul 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 15,181 1,170 0.08% 0.08% 1508 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 15,095 1,164 0.07% 0.07% 1509 0 0.0% Q2 2026 Jul 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 15,088 1,163 0.09% 0.09% 1510 0 0.0% Q2 2026 Jul 16, 2026
TSFG, LLC History No change 15,063 1,162 0.15% 0.15% 1511 0 0.0% Q2 2026 Jul 23, 2026
STEVENS CAPITAL PARTNERS History No change 15,079 1,162 0.22% 0.22% 1512 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 15,010 1,157 0.0% 0.0% 1513 0 0.0% Q2 2026 Aug 07, 2026
Ipswich Investment Management Co., Inc. History No change 15,003 1,156 0.24% 0.24% 1514 0 0.0% Q2 2026 Jul 16, 2026
Clarity Financial LLC History No change 14,976 1,154 0.1% 0.1% 1515 0 0.0% Q2 2026 Jul 20, 2026
Balentine LLC History No change 14,958 1,153 0.04% 0.04% 1516 0 0.0% Q2 2026 Aug 06, 2026
Symphony Financial Services, Inc. History No change 14,952 1,152 0.52% 0.52% 1517 0 0.0% Q2 2026 Jul 22, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 15,998 1,151 0.24% 0.27% 1518 -894 -5.29% Q3 2026 Oct 05, 2026
Innovative Wealth Building LLC History No change 14,936 1,151 0.67% 0.67% 1519 0 0.0% Q2 2026 Jul 23, 2026
Douglass Winthrop Advisors, LLC History No change 14,920 1,150 0.02% 0.02% 1520 0 0.0% Q2 2026 Aug 13, 2026
Financial Planning Navigators CORP History No change 14,865 1,146 0.43% 0.43% 1521 0 0.0% Q2 2026 Jul 28, 2026
Root Financial Partners, LLC History No change 14,860 1,145 0.04% 0.04% 1522 0 0.0% Q2 2026 Jul 29, 2026
Berman McAleer LLC History No change 14,841 1,144 0.13% 0.13% 1523 0 0.0% Q2 2026 Jul 16, 2026
OneAscent Financial Services LLC History No change 14,794 1,140 0.05% 0.05% 1524 0 0.0% Q2 2026 Aug 11, 2026
Thomasville National Bank History No change 14,736 1,136 0.06% 0.06% 1525 0 0.0% Q2 2026 Jul 20, 2026
Old Port Advisors History No change 14,714 1,134 0.22% 0.22% 1526 0 0.0% Q2 2026 Jul 21, 2026
Watchman Group, Inc. History No change 14,664 1,130 0.25% 0.25% 1527 0 0.0% Q2 2026 Jul 24, 2026
Fortune Financial Advisors, LLC History No change 14,657 1,130 0.48% 0.48% 1528 0 0.0% Q2 2026 Jul 22, 2026
Beirne Wealth Consulting Services, LLC History No change 14,607 1,128 0.22% 0.22% 1529 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 14,635 1,128 0.26% 0.26% 1530 0 0.0% Q2 2026 Jul 27, 2026
WATERS PARKERSON & CO., LLC History No change 14,605 1,126 0.06% 0.06% 1531 0 0.0% Q2 2026 Jul 30, 2026
Stanley-Laman Group, Ltd. History No change 14,601 1,125 0.11% 0.11% 1532 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 14,577 1,124 0.06% 0.06% 1533 0 0.0% Q2 2026 Jul 28, 2026
Vantus Wealth LLC History No change 14,580 1,124 0.6% 0.6% 1534 0 0.0% Q2 2026 Aug 07, 2026
Wealth Dimensions Group, Ltd. History No change 14,558 1,122 0.2% 0.2% 1535 0 0.0% Q2 2026 Jul 22, 2026
Facet Wealth, Inc. History No change 14,549 1,121 0.02% 0.02% 1536 0 0.0% Q2 2026 Jul 27, 2026
CARRET ASSET MANAGEMENT, LLC History No change 14,494 1,117 0.1% 0.1% 1537 0 0.0% Q2 2026 Aug 04, 2026
Kooman & Associates History No change 14,463 1,115 0.3% 0.3% 1538 0 0.0% Q2 2026 Jul 22, 2026
Financial Insights, Inc. History No change 14,398 1,110 0.29% 0.29% 1539 0 0.0% Q2 2026 Aug 25, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,405 1,110 0.06% 0.06% 1540 0 0.0% Q2 2026 Aug 06, 2026
Interchange Capital Partners, LLC History No change 14,397 1,110 0.21% 0.21% 1541 0 0.0% Q2 2026 Jul 20, 2026
Lansing Street Advisors History No change 14,395 1,110 0.24% 0.24% 1542 0 0.0% Q2 2026 Jul 24, 2026
Uptown Financial Advisors LLC History No change 14,333 1,105 0.73% 0.73% 1543 0 0.0% Q2 2026 Jul 10, 2026
S.E.E.D. Planning Group LLC History No change 14,275 1,100 0.29% 0.29% 1544 0 0.0% Q2 2026 Aug 04, 2026
Retirement Wealth Solutions LLC History No change 14,237 1,097 0.6% 0.6% 1545 0 0.0% Q2 2026 Jul 07, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 14,217 1,096 0.25% 0.25% 1546 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 14,218 1,096 0.06% 0.06% 1547 0 0.0% Q2 2026 Aug 04, 2026
Lavaca Capital LLC History No change 14,199 1,094 0.11% 0.11% 1548 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 14,181 1,093 0.06% 0.06% 1549 0 0.0% Q2 2026 Jul 29, 2026
Crews Bank & Trust History No change 14,187 1,093 0.14% 0.14% 1550 0 0.0% Q2 2026 Jul 16, 2026
CHATHAM CAPITAL GROUP, INC. History No change 14,165 1,092 0.14% 0.14% 1551 0 0.0% Q2 2026 Jul 10, 2026
Brookmont Capital Management History No change 14,162 1,092 0.59% 0.59% 1552 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 14,028 1,091 0.29% 0.29% 1553 0 0.0% Q2 2026 Aug 10, 2026
Investment Research & Advisory Group, Inc. History No change 14,112 1,088 0.34% 0.34% 1554 0 0.0% Q2 2026 Jul 23, 2026
Colter Lewis Investment Partners LLC History No change 14,070 1,084 0.48% 0.48% 1555 0 0.0% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History Added to 15,044 1,082 0.11% 0.11% 1557 +1,584 11.77% Q3 2026 Oct 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 14,034 1,082 0.03% 0.03% 1556 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 13,977 1,077 0.03% 0.03% 1558 0 0.0% Q2 2026 Aug 03, 2026
BAYBAN History No change 13,955 1,076 0.83% 0.83% 1559 0 0.0% Q2 2026 Jul 30, 2026
Roan Capital Partners History No change 13,955 1,076 0.89% 0.89% 1560 0 0.0% Q2 2026 Jul 08, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13,953 1,075 0.24% 0.24% 1561 0 0.0% Q2 2026 Sep 02, 2026
Legacy Wealth Managment, LLC/ID History No change 13,901 1,071 0.44% 0.44% 1562 0 0.0% Q2 2026 Aug 13, 2026
Next Level Private LLC History No change 13,888 1,070 0.21% 0.21% 1563 0 0.0% Q2 2026 Jul 09, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 13,877 1,068 0.84% 0.84% 1564 0 0.0% Q2 2026 Aug 13, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 13,853 1,068 0.06% 0.06% 1565 0 0.0% Q2 2026 Jul 20, 2026
Courage Miller Partners, LLC History No change 13,767 1,061 0.28% 0.28% 1566 0 0.0% Q2 2026 Jul 23, 2026
SC&H Financial Advisors, Inc. History No change 13,752 1,060 0.14% 0.14% 1567 0 0.0% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 13,740 1,059 0.06% 0.06% 1568 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 13,699 1,056 0.05% 0.05% 1569 0 0.0% Q2 2026 Aug 06, 2026
Focus Financial Network, Inc. History No change 13,669 1,053 0.03% 0.03% 1570 0 0.0% Q2 2026 Jul 09, 2026
PSI Advisors, LLC History No change 13,652 1,052 0.24% 0.24% 1571 0 0.0% Q2 2026 Aug 03, 2026
TCV Trust & Wealth Management, Inc. History No change 13,631 1,051 0.08% 0.08% 1572 0 0.0% Q2 2026 Jul 24, 2026
MV CAPITAL MANAGEMENT, INC. History No change 13,635 1,051 0.09% 0.09% 1573 0 0.0% Q2 2026 Jul 30, 2026
Traub Capital Management LLC History No change 13,627 1,050 0.94% 0.94% 1574 0 0.0% Q2 2026 Jul 23, 2026
Blue Edge Capital, LLC History No change 13,572 1,046 0.13% 0.13% 1575 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 13,567 1,046 0.09% 0.09% 1576 0 0.0% Q2 2026 Aug 14, 2026
Demars Financial Group, LLC History No change 13,492 1,040 0.29% 0.29% 1577 0 0.0% Q2 2026 Jul 21, 2026
Saiph Capital, LLC History No change 13,454 1,037 0.31% 0.31% 1578 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY ADVISORS, INC. History No change 13,443 1,036 0.7% 0.7% 1579 0 0.0% Q2 2026 Jul 24, 2026
Spartan Wealth Advisory Services LLC History No change 13,410 1,034 0.08% 0.08% 1580 0 0.0% Q2 2026 Aug 05, 2026
TL Private Wealth History No change 13,625 1,028 0.38% 0.38% 1581 0 0.0% Q2 2026 Jul 08, 2026
Sharkey, Howes & Javer History No change 13,271 1,023 0.12% 0.12% 1582 0 0.0% Q2 2026 Jul 09, 2026
MBA Advisors LLC History No change 13,275 1,023 0.34% 0.34% 1583 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 13,266 1,022 0.02% 0.02% 1584 0 0.0% Q2 2026 Jul 14, 2026
Camarda Financial Advisors, LLC History No change 13,242 1,021 0.31% 0.31% 1585 0 0.0% Q2 2026 Aug 14, 2026
Meadow Creek Wealth Advisors LLC History No change 13,223 1,019 0.62% 0.62% 1586 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History No change 13,179 1,016 0.05% 0.05% 1587 0 0.0% Q2 2026 Jul 16, 2026
Maltin Wealth Management, Inc. History No change 13,174 1,015 0.34% 0.34% 1588 0 0.0% Q2 2026 Jul 22, 2026
Gemmer Asset Management LLC History No change 13,160 1,014 0.07% 0.07% 1589 0 0.0% Q2 2026 Jul 15, 2026
WBH ADVISORY INC History No change 13,142 1,013 0.07% 0.07% 1590 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 13,122 1,011 0.12% 0.12% 1591 0 0.0% Q2 2026 Jul 10, 2026
PACIFIC SUN FINANCIAL CORP History No change 13,101 1,010 0.42% 0.42% 1592 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 13,100 1,009 0.0% 0.0% 1593 0 0.0% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History No change 12,993 1,001 0.1% 0.1% 1594 0 0.0% Q2 2026 Jul 30, 2026
Winthrop Capital Management, LLC History No change 12,956 999 0.24% 0.24% 1595 0 0.0% Q2 2026 Aug 13, 2026
WARNER FINANCIAL, INC History No change 12,921 996 0.29% 0.29% 1596 0 0.0% Q2 2026 Jul 09, 2026
Exit Wealth Advisors, LLC. History No change 12,886 993 0.45% 0.45% 1597 0 0.0% Q2 2026 Aug 11, 2026
Emprise Bank History No change 12,867 992 0.37% 0.37% 1598 0 0.0% Q2 2026 Jul 07, 2026
Glen Eagle Advisors, LLC History No change 12,869 992 0.13% 0.13% 1599 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Advisors,llc History No change 12,842 990 0.21% 0.21% 1600 0 0.0% Q2 2026 Jul 09, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 12,835 989 0.49% 0.49% 1601 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 12,780 985 0.48% 0.48% 1602 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 12,750 983 0.11% 0.11% 1603 0 0.0% Q2 2026 Jul 09, 2026
Laurel Wealth Advisors LLC History No change 12,753 983 0.1% 0.1% 1604 0 0.0% Q2 2026 Jul 17, 2026
Stonebrook Private Inc. History No change 12,739 982 0.18% 0.18% 1605 0 0.0% Q2 2026 Aug 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 12,717 980 0.1% 0.1% 1606 0 0.0% Q2 2026 Jul 07, 2026
Clarity Capital Advisors, LLC History No change 12,677 977 0.41% 0.41% 1607 0 0.0% Q2 2026 Jul 13, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 12,647 975 0.81% 0.81% 1608 0 0.0% Q2 2026 Jul 22, 2026
KWMG, LLC History No change 12,600 971 0.07% 0.07% 1609 0 0.0% Q2 2026 Jul 08, 2026
John Boyer, Inc. History No change 12,582 969 0.84% 0.84% 1610 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 12,564 968 0.04% 0.04% 1611 0 0.0% Q2 2026 Jul 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 12,558 968 0.09% 0.09% 1612 0 0.0% Q2 2026 Jul 13, 2026
JT Stratford LLC History No change 12,548 967 0.11% 0.11% 1613 0 0.0% Q2 2026 Aug 14, 2026
M.E. ALLISON & CO., INC. History No change 12,508 964 0.55% 0.55% 1614 0 0.0% Q2 2026 Jul 07, 2026
Sunbeam Capital Management, LLC History No change 12,502 964 0.44% 0.44% 1615 0 0.0% Q2 2026 Jul 14, 2026
Belvedere Trading LLC History No change 12,500 963 0.0% 0.0% 1616 0 0.0% Q2 2026 Jul 31, 2026
Proficio Capital Partners LLC History No change 12,477 962 0.03% 0.03% 1617 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 12,425 958 0.04% 0.04% 1618 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 12,411 957 0.06% 0.06% 1619 0 0.0% Q2 2026 Jul 30, 2026
Talon Private Wealth, LLC History No change 12,406 956 0.11% 0.11% 1620 0 0.0% Q2 2026 Sep 11, 2026
Edgestream Partners, L.P. History No change 12,388 955 0.03% 0.03% 1621 0 0.0% Q2 2026 Aug 11, 2026
Security National Bank History No change 12,393 955 0.11% 0.11% 1622 0 0.0% Q2 2026 Jul 15, 2026
Capital Advisors Wealth Management, LLC History No change 12,370 953 0.11% 0.11% 1623 0 0.0% Q2 2026 Jul 23, 2026
Third View Private Wealth, LLC History No change 12,363 953 0.12% 0.12% 1624 0 0.0% Q2 2026 Jul 27, 2026
Aspen Investment Management Inc History No change 12,351 952 0.26% 0.26% 1625 0 0.0% Q2 2026 Jul 17, 2026
Fortitude Advisory Group L.L.C. History No change 12,345 951 0.36% 0.36% 1626 0 0.0% Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History No change 12,320 949 0.03% 0.03% 1627 0 0.0% Q2 2026 Jul 24, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 12,312 949 0.32% 0.32% 1628 0 0.0% Q2 2026 Jul 21, 2026
Storgate, LLC History No change 12,310 949 0.2% 0.2% 1629 0 0.0% Q2 2026 Aug 12, 2026
Seneca House Advisors History No change 12,305 948 0.34% 0.34% 1630 0 0.0% Q2 2026 Jul 31, 2026
Guardian Asset Advisors, LLC History No change 12,277 946 0.44% 0.44% 1631 0 0.0% Q2 2026 Jul 21, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 12,280 946 0.44% 0.44% 1632 0 0.0% Q2 2026 Jul 17, 2026
OMNI 360 Wealth, Inc. History No change 12,264 945 0.44% 0.44% 1633 0 0.0% Q2 2026 Jul 13, 2026
Tribridge Partners Financial LLC History No change 12,359 939 0.37% 0.37% 1634 0 0.0% Q2 2026 Aug 04, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 12,129 935 0.11% 0.11% 1635 0 0.0% Q2 2026 Jul 27, 2026
CVFG LLC History No change 12,108 933 0.1% 0.1% 1636 0 0.0% Q2 2026 Aug 11, 2026
JB Capital LLC History No change 12,084 931 0.03% 0.03% 1637 0 0.0% Q2 2026 Jul 29, 2026
Powell Investment Advisors, LLC History No change 12,044 928 0.29% 0.29% 1638 0 0.0% Q2 2026 Jul 28, 2026
SWMG, LLC History No change 12,283 928 0.22% 0.22% 1639 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 12,041 928 0.14% 0.14% 1640 0 0.0% Q2 2026 Jul 24, 2026
Heritage Trust Co History No change 12,026 927 0.08% 0.08% 1641 0 0.0% Q2 2026 Aug 06, 2026
IFS Group,LLC History No change 12,028 927 1.27% 1.27% 1642 0 0.0% Q2 2026 Jul 23, 2026
Capasso Planning Partners LLC History No change 12,005 925 0.46% 0.46% 1643 0 0.0% Q2 2026 Aug 18, 2026
EagleClaw Capital Managment, LLC History No change 11,990 924 0.12% 0.12% 1644 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 11,993 924 0.05% 0.05% 1645 0 0.0% Q2 2026 Jul 20, 2026
UPTICK PARTNERS, LLC History No change 11,985 924 0.14% 0.14% 1646 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 11,975 923 0.12% 0.12% 1647 0 0.0% Q2 2026 Aug 04, 2026
Marin Bay Wealth Advisors, LLC History No change 11,977 923 0.5% 0.5% 1648 0 0.0% Q2 2026 Aug 10, 2026
Westmount Partners, LLC History No change 11,964 922 0.2% 0.2% 1649 0 0.0% Q2 2026 Jul 07, 2026
CPC Advisors, LLC History No change 11,947 921 0.12% 0.12% 1650 0 0.0% Q2 2026 Jul 24, 2026
Tennessee Valley Asset Management Partners History No change 11,943 920 0.1% 0.1% 1651 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 11,905 917 0.17% 0.17% 1652 0 0.0% Q2 2026 Aug 05, 2026
SUMMITRY LLC History No change 11,869 915 0.03% 0.03% 1653 0 0.0% Q2 2026 Jul 21, 2026
Sound Income Strategies, LLC History No change 11,870 915 0.04% 0.04% 1654 0 0.0% Q2 2026 Jul 20, 2026
Greystone Financial Group, LLC History No change 11,878 915 0.26% 0.26% 1655 0 0.0% Q2 2026 Jul 28, 2026
ABLE Financial Group, LLC History No change 11,847 913 0.15% 0.15% 1656 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 11,790 909 0.28% 0.28% 1657 0 0.0% Q2 2026 Aug 13, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 11,743 905 0.22% 0.22% 1658 0 0.0% Q2 2026 Aug 13, 2026
Luminvest Wealth Management LLC History No change 11,914 905 0.21% 0.21% 1659 0 0.0% Q2 2026 Jul 29, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 11,736 904 0.41% 0.41% 1660 0 0.0% Q2 2026 Jul 29, 2026
INVENIO WEALTH PARTNERS LLC History No change 11,715 903 0.32% 0.32% 1661 0 0.0% Q2 2026 Jul 30, 2026
Conservest Capital Advisors, Inc. History No change 11,671 899 0.07% 0.07% 1662 0 0.0% Q2 2026 Jul 22, 2026
Clearview Wealth Management LLC History No change 11,670 899 0.58% 0.58% 1663 0 0.0% Q2 2026 Jul 13, 2026
NAVELLIER & ASSOCIATES INC History No change 11,650 898 0.07% 0.07% 1664 0 0.0% Q2 2026 Aug 04, 2026
New Republic Capital, LLC History No change 11,649 898 0.21% 0.21% 1665 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 11,644 897 0.01% 0.01% 1666 0 0.0% Q2 2026 Jul 23, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 11,640 897 0.23% 0.23% 1667 0 0.0% Q2 2026 Jul 20, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 11,622 896 0.05% 0.05% 1668 0 0.0% Q2 2026 Jul 13, 2026
Vertrix Wealth Management, LLC History No change 11,619 895 0.3% 0.3% 1669 0 0.0% Q2 2026 Jul 09, 2026
Ironwood Investment Counsel, LLC History No change 11,580 892 0.12% 0.12% 1670 0 0.0% Q2 2026 Aug 05, 2026
Shepherd Financial Partners LLC History No change 11,553 890 0.07% 0.07% 1671 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 11,484 885 0.07% 0.07% 1672 0 0.0% Q2 2026 Aug 14, 2026
EIGHT 31 FINANCIAL, LLC History No change 11,475 884 0.53% 0.53% 1673 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 11,434 881 0.02% 0.02% 1674 0 0.0% Q2 2026 Jul 31, 2026
O'Keefe Stevens Advisory, Inc. History No change 11,432 881 0.18% 0.18% 1675 0 0.0% Q2 2026 Jul 13, 2026
Slow Capital, Inc. History No change 11,395 878 0.1% 0.1% 1676 0 0.0% Q2 2026 Jul 22, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 11,378 877 0.12% 0.12% 1677 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 12,259 876 0.24% 0.24% 1678 0 0.0% Q2 2026 Jul 24, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 11,351 875 0.31% 0.31% 1679 0 0.0% Q2 2026 Jul 21, 2026
Alta Wealth Advisors LLC History No change 11,297 871 0.24% 0.24% 1680 0 0.0% Q2 2026 Jul 30, 2026
Columbia Bank History No change 11,287 870 0.2% 0.2% 1681 0 0.0% Q2 2026 Jul 24, 2026
Wick Capital Partners, LLC History No change 9,873 867 0.13% 0.13% 1682 0 0.0% Q2 2026 Aug 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 11,213 864 0.06% 0.06% 1683 0 0.0% Q2 2026 Jul 20, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 11,165 860 0.05% 0.05% 1684 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 11,129 858 0.05% 0.05% 1685 0 0.0% Q2 2026 Aug 11, 2026
Clarkston Capital Partners, LLC History No change 11,125 857 0.07% 0.07% 1686 0 0.0% Q2 2026 Aug 11, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 11,127 857 0.33% 0.33% 1687 0 0.0% Q2 2026 Jul 30, 2026
TFC Financial Management, Inc. History No change 11,087 854 0.09% 0.09% 1688 0 0.0% Q2 2026 Jul 23, 2026
Hyposwiss Advisors SA History No change 11,080 854 0.81% 0.81% 1689 0 0.0% Q2 2026 Jul 21, 2026
Parcion Private Wealth LLC History No change 11,074 853 0.05% 0.05% 1690 0 0.0% Q2 2026 Jul 27, 2026
Planned Solutions, Inc. History No change 11,071 853 0.24% 0.24% 1691 0 0.0% Q2 2026 Jul 13, 2026
Adelphi Trust Co History Added to 11,855 852 0.56% 0.46% 1692 +2,935 32.9% Q3 2026 Oct 05, 2026
Steffes Financial, Ltd. History No change 11,048 851 0.37% 0.37% 1693 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 11,011 849 0.02% 0.02% 1694 0 0.0% Q2 2026 Aug 12, 2026
Objective Capital Management, LLC History No change 10,953 844 0.75% 0.75% 1695 0 0.0% Q2 2026 Jul 20, 2026
BEAM WEALTH ADVISORS, INC. History No change 10,940 843 0.19% 0.19% 1696 0 0.0% Q2 2026 Jul 29, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 10,919 841 0.26% 0.26% 1697 0 0.0% Q2 2026 Jul 29, 2026
BCS Wealth Management History No change 10,868 838 0.15% 0.15% 1698 0 0.0% Q2 2026 Jul 16, 2026
Sepio Capital, LP History No change 10,856 837 0.04% 0.04% 1699 0 0.0% Q2 2026 Jul 28, 2026
Onyx Bridge Wealth Group LLC History No change 10,827 834 0.08% 0.08% 1700 0 0.0% Q2 2026 Jul 23, 2026
Checchi Capital Advisers, LLC History No change 10,806 833 0.04% 0.04% 1701 0 0.0% Q2 2026 Aug 04, 2026
Northwest Wealth Advisors, LLC History No change 10,795 832 0.48% 0.48% 1702 0 0.0% Q2 2026 Jul 23, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 10,782 831 0.33% 0.33% 1703 0 0.0% Q2 2026 Jul 13, 2026
UNITED BANK History No change 10,767 830 0.1% 0.1% 1704 0 0.0% Q2 2026 Jul 30, 2026
Olde Wealth Management, LLC History No change 10,776 830 0.24% 0.24% 1705 0 0.0% Q2 2026 Aug 13, 2026
CLG LLC History No change 10,768 830 0.18% 0.18% 1706 0 0.0% Q2 2026 Jul 16, 2026
MAIRS & POWER INC History No change 10,756 829 0.01% 0.01% 1707 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 10,753 829 0.14% 0.14% 1708 0 0.0% Q2 2026 Jul 24, 2026
New Insight Wealth Advisors History No change 10,727 827 0.24% 0.24% 1709 0 0.0% Q2 2026 Jul 27, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 10,716 826 0.39% 0.39% 1710 0 0.0% Q2 2026 Aug 18, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 10,704 825 0.04% 0.04% 1711 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 10,706 825 0.16% 0.16% 1712 0 0.0% Q2 2026 Jul 10, 2026
Marathon Strategic Advisors, LLC History No change 10,621 818 0.46% 0.46% 1713 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Services, LLC History No change 10,613 818 0.49% 0.49% 1714 0 0.0% Q2 2026 Jul 24, 2026
Wellington Grp LLC History No change 10,617 818 0.22% 0.22% 1715 0 0.0% Q2 2026 Aug 26, 2026
Quartz Partners, LLC History No change 10,530 811 0.27% 0.27% 1716 0 0.0% Q2 2026 Aug 10, 2026
Seelaus Asset Management LLC History No change 10,509 810 0.57% 0.57% 1717 0 0.0% Q2 2026 Jul 16, 2026
Oak Asset Management, LLC History No change 10,490 808 0.26% 0.26% 1718 0 0.0% Q2 2026 Jul 10, 2026
Fortis Capital Management LLC History No change 10,473 807 0.09% 0.09% 1719 0 0.0% Q2 2026 Aug 12, 2026
EARNED WEALTH ADVISORS, LLC History No change 10,469 807 0.05% 0.05% 1720 0 0.0% Q2 2026 Aug 14, 2026
Steelhead Wealth Management LLC History No change 10,464 806 0.32% 0.32% 1721 0 0.0% Q2 2026 Aug 13, 2026
Bath Savings Trust Co History No change 10,448 805 0.08% 0.08% 1722 0 0.0% Q2 2026 Jul 09, 2026
PGIM Custom Harvest LLC History No change 10,427 804 0.01% 0.01% 1723 0 0.0% Q2 2026 Aug 13, 2026
Cornell Pochily Investment Advisors, Inc. History No change 10,393 801 0.22% 0.22% 1724 0 0.0% Q2 2026 Jul 15, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 10,376 800 0.3% 0.3% 1725 0 0.0% Q2 2026 Jul 21, 2026
Peck Wealth Management, LLC History No change 10,380 800 0.67% 0.67% 1726 0 0.0% Q2 2026 Jul 31, 2026
FourThought Financial Partners, LLC History No change 10,369 799 0.06% 0.06% 1727 0 0.0% Q2 2026 Aug 12, 2026
SHUFRO ROSE & CO LLC History No change 10,335 796 0.05% 0.05% 1728 0 0.0% Q2 2026 Aug 12, 2026
DAGCO, INC. History No change 10,313 795 0.15% 0.15% 1729 0 0.0% Q2 2026 Jul 10, 2026
Asset Allocation & Management Company, LLC History No change 10,295 794 0.26% 0.26% 1730 0 0.0% Q2 2026 Jul 15, 2026
Eldridge Investment Advisors, Inc. History No change 10,263 791 0.16% 0.16% 1731 0 0.0% Q2 2026 Aug 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 10,256 790 0.22% 0.22% 1732 0 0.0% Q2 2026 Aug 12, 2026
BKM Wealth Management, LLC History No change 10,224 788 0.28% 0.28% 1733 0 0.0% Q2 2026 Jul 29, 2026
Canvas Wealth Advisors, LLC History No change 10,219 787 0.11% 0.11% 1734 0 0.0% Q2 2026 Jul 10, 2026
ROGCO, LP History No change 10,213 787 0.24% 0.24% 1735 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 10,214 787 0.43% 0.43% 1736 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 10,201 786 0.1% 0.1% 1737 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Group LLC History No change 10,145 782 0.09% 0.09% 1738 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 10,122 780 0.03% 0.03% 1739 0 0.0% Q2 2026 Jul 08, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 10,107 779 0.21% 0.21% 1740 0 0.0% Q2 2026 Aug 17, 2026
Koss-Olinger Consulting, LLC History No change 10,048 774 0.06% 0.06% 1741 0 0.0% Q2 2026 Aug 10, 2026
Gen-Wealth Partners Inc History No change 10,041 774 0.22% 0.22% 1742 0 0.0% Q2 2026 Aug 10, 2026
WEALTHGARDEN F.S. LLC History No change 10,034 773 0.44% 0.44% 1743 0 0.0% Q2 2026 Jul 31, 2026
Integrity Advisory Solutions, LLC History No change 10,028 773 0.08% 0.08% 1744 0 0.0% Q2 2026 Jul 31, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 10,000 771 0.42% 0.42% 1745 0 0.0% Q2 2026 Jul 23, 2026
FISHMAN JAY A LTD/MI History No change 10,000 771 0.06% 0.06% 1746 0 0.0% Q2 2026 Jul 29, 2026
Hoxton Planning & Management, LLC History No change 9,994 770 0.2% 0.2% 1747 0 0.0% Q2 2026 Jul 16, 2026
Tyche Wealth Partners LLC History No change 9,995 770 0.11% 0.11% 1748 0 0.0% Q2 2026 Aug 06, 2026
Burk Holdings LLC History No change 9,985 769 0.28% 0.28% 1749 0 0.0% Q2 2026 Aug 12, 2026
FOSTER & MOTLEY INC History No change 9,965 768 0.04% 0.04% 1750 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 9,950 767 0.12% 0.12% 1751 0 0.0% Q2 2026 Aug 12, 2026
Graetz Wealth LLC History No change 9,914 764 0.61% 0.61% 1752 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds, LLC. History No change 400 763 0.17% 0.17% 1753 0 0.0% Q2 2026 Aug 14, 2026
Rollins Financial Advisors, LLC History No change 9,884 762 0.1% 0.1% 1754 0 0.0% Q2 2026 Aug 04, 2026
Intentional Wealth Strategies, LLC History No change 9,891 762 0.71% 0.71% 1755 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,871 761 0.02% 0.02% 1756 0 0.0% Q2 2026 Aug 07, 2026
NWK Group, Inc. History No change 9,881 761 0.23% 0.23% 1757 0 0.0% Q2 2026 Aug 10, 2026
Carl P. Sherr & Co., LLC History No change 9,819 757 0.32% 0.32% 1758 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 9,813 756 0.09% 0.09% 1759 0 0.0% Q2 2026 Aug 11, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 9,797 755 0.2% 0.2% 1760 0 0.0% Q2 2026 Aug 07, 2026
Falcon Wealth Planning History No change 9,780 754 0.05% 0.05% 1761 0 0.0% Q2 2026 Jul 13, 2026
Ruggaard & Associates LLC History No change 9,783 754 0.27% 0.27% 1762 0 0.0% Q2 2026 Aug 17, 2026
Copper Harbor Investment Advisors, LLC History No change 9,773 753 0.16% 0.16% 1763 0 0.0% Q2 2026 Jul 23, 2026
Twelve Points Wealth Management LLC History No change 9,778 753 0.15% 0.15% 1764 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON INVESTMENT ADVISORS History No change 9,747 751 0.03% 0.03% 1765 0 0.0% Q2 2026 Jul 21, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 9,746 751 0.16% 0.16% 1766 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 9,724 749 0.02% 0.02% 1767 0 0.0% Q2 2026 Jul 27, 2026
Wallace Advisory Group, LLC History No change 9,726 749 0.7% 0.7% 1768 0 0.0% Q2 2026 Aug 03, 2026
Roundview Capital LLC History No change 9,674 745 0.04% 0.04% 1769 0 0.0% Q2 2026 Jul 30, 2026
American State Bank (Iowa) History No change 9,666 745 0.3% 0.3% 1770 0 0.0% Q2 2026 Jul 09, 2026
MIRAMONTES CAPITAL, LLC History No change 9,655 744 0.23% 0.23% 1771 0 0.0% Q2 2026 Sep 09, 2026
Opus Capital Group, LLC History No change 9,632 743 0.07% 0.07% 1772 0 0.0% Q2 2026 Jul 31, 2026
OARSMAN CAPITAL, INC. History No change 9,618 741 0.08% 0.08% 1773 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 9,598 740 0.01% 0.01% 1774 0 0.0% Q2 2026 Jul 21, 2026
One Capital Management, LLC History No change 10,937 738 0.02% 0.02% 1775 0 0.0% Q2 2026 Aug 13, 2026
Econ Financial Services Corp History No change 9,579 738 0.34% 0.34% 1776 0 0.0% Q2 2026 Jul 23, 2026
Farmers National Bank History No change 9,549 736 0.15% 0.15% 1777 0 0.0% Q2 2026 Aug 11, 2026
Carson Advisory Inc. History No change 9,552 736 0.34% 0.34% 1778 0 0.0% Q2 2026 Aug 11, 2026
Balboa Wealth Partners History No change 9,553 736 0.1% 0.1% 1779 0 0.0% Q2 2026 Aug 10, 2026
Ballast, Inc. History No change 9,535 735 0.14% 0.14% 1780 0 0.0% Q2 2026 Jul 10, 2026
WHALEROCK POINT PARTNERS, LLC History No change 9,528 734 0.13% 0.13% 1781 0 0.0% Q2 2026 Aug 13, 2026
YARGER WEALTH STRATEGIES, LLC History No change 9,626 728 0.26% 0.26% 1782 0 0.0% Q2 2026 Jul 14, 2026
LM Advisors LLC History No change 9,455 726 0.08% 0.08% 1783 0 0.0% Q2 2026 Aug 12, 2026
Pearl Planning LLC History No change 9,423 726 0.33% 0.33% 1784 0 0.0% Q2 2026 Jul 21, 2026
Bay Capital Advisors, LLC History No change 9,406 725 0.39% 0.39% 1785 0 0.0% Q2 2026 Jul 21, 2026
SIMA Wealth Partners, LLC History No change 9,415 725 0.51% 0.51% 1786 0 0.0% Q2 2026 Jul 28, 2026
American Money Management, LLC History No change 9,362 721 0.1% 0.1% 1787 0 0.0% Q2 2026 Aug 13, 2026
Burton Enright Welch History No change 9,345 720 0.08% 0.08% 1788 0 0.0% Q2 2026 Jul 17, 2026
ROMANO BROTHERS AND COMPANY History No change 9,327 719 0.07% 0.07% 1789 0 0.0% Q2 2026 Jul 21, 2026
Trek Financial, LLC History No change 9,336 719 0.04% 0.04% 1790 0 0.0% Q2 2026 Aug 13, 2026
Athena Investment Management History No change 9,318 718 0.43% 0.43% 1791 0 0.0% Q2 2026 Aug 06, 2026
LAM GROUP, INC. History No change 9,250 713 0.35% 0.35% 1792 0 0.0% Q2 2026 Jul 10, 2026
Indiana Trust & Investment Management Co History No change 9,208 710 0.19% 0.19% 1793 0 0.0% Q2 2026 Jul 22, 2026
Powerhouse Assets LLC History No change 9,196 709 0.58% 0.58% 1794 0 0.0% Q2 2026 Jul 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 9,203 709 0.4% 0.4% 1795 0 0.0% Q2 2026 Aug 10, 2026
PENNINGTON PARTNERS & CO., LLC History No change 9,174 707 0.23% 0.23% 1796 0 0.0% Q2 2026 Aug 14, 2026
Goodman Financial Corp History No change 9,165 706 0.11% 0.11% 1797 0 0.0% Q2 2026 Jul 29, 2026
Clear Point Advisors Inc. History No change 9,095 701 0.62% 0.62% 1798 0 0.0% Q2 2026 Jul 28, 2026
Prasad Wealth Partners, LLC History No change 9,104 701 0.17% 0.17% 1799 0 0.0% Q2 2026 Jul 29, 2026
ALBION FINANCIAL GROUP /UT History No change 9,069 699 0.04% 0.04% 1800 0 0.0% Q2 2026 Jul 22, 2026
Indie Asset Partners, LLC History No change 9,073 699 0.67% 0.67% 1801 0 0.0% Q2 2026 Aug 07, 2026
Wealth Enhancement Trust Services, Inc. History No change 9,069 699 0.08% 0.08% 1802 0 0.0% Q2 2026 Jul 22, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 9,060 698 0.16% 0.16% 1803 0 0.0% Q2 2026 Aug 13, 2026
TME FINANCIAL, INC. History No change 9,065 698 0.43% 0.43% 1804 0 0.0% Q2 2026 Jul 23, 2026
Lazard Freres Gestion S.A.S. History No change 9,050 697 0.01% 0.01% 1805 0 0.0% Q2 2026 Aug 06, 2026
CapWealth Advisors, LLC History No change 9,701 697 0.05% 0.05% 1806 0 0.0% Q3 2026 Oct 05, 2026
SMART Wealth LLC History No change 9,043 697 0.15% 0.15% 1807 0 0.0% Q2 2026 Aug 05, 2026
ADIRONDACK TRUST CO History No change 9,031 696 0.21% 0.21% 1808 0 0.0% Q2 2026 Jul 16, 2026
Elk River Wealth Management LLC History No change 9,035 696 0.11% 0.11% 1809 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 9,021 695 0.02% 0.02% 1810 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 9,004 694 0.12% 0.12% 1811 0 0.0% Q2 2026 Aug 05, 2026
Asempa Wealth Advisors History No change 8,977 692 0.52% 0.52% 1812 0 0.0% Q2 2026 Jul 13, 2026
SIERRA SUMMIT ADVISORS LLC History No change 8,950 690 0.08% 0.08% 1813 0 0.0% Q2 2026 Jul 20, 2026
SFG Wealth Management, LLC. History No change 8,938 689 0.25% 0.25% 1814 0 0.0% Q2 2026 Jul 22, 2026
TENET WEALTH PARTNERS, LLC History No change 9,078 689 0.51% 0.51% 1815 0 0.0% Q2 2026 Aug 07, 2026
EQ LLC History No change 8,933 688 0.17% 0.17% 1816 0 0.0% Q2 2026 Jul 23, 2026
McLean Asset Management Corp History No change 9,125 686 0.09% 0.09% 1817 0 0.0% Q2 2026 Aug 12, 2026
City State Bank History No change 8,890 685 0.16% 0.16% 1818 0 0.0% Q2 2026 Jul 14, 2026
Yukon Wealth Management, Inc. History No change 8,879 684 0.2% 0.2% 1819 0 0.0% Q2 2026 Aug 14, 2026
Morton Capital Management LLC/CA History No change 8,819 680 0.09% 0.09% 1820 0 0.0% Q2 2026 Jul 23, 2026
Centurion Wealth Management LLC History No change 8,816 679 0.16% 0.16% 1821 0 0.0% Q2 2026 Jul 09, 2026
Colorado Capital Management, Inc. History No change 8,791 678 0.23% 0.23% 1822 0 0.0% Q2 2026 Jul 08, 2026
Intelligence Driven Advisers, LLC History No change 8,775 676 0.11% 0.11% 1823 0 0.0% Q2 2026 Aug 06, 2026
Sterling Investment Advisors, Ltd. History No change 8,755 675 0.11% 0.11% 1824 0 0.0% Q2 2026 Jul 28, 2026
Peachtree Investment Partners, LLC History No change 8,757 675 0.22% 0.22% 1825 0 0.0% Q2 2026 Aug 06, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 9,349 672 0.17% 0.18% 1826 +434 4.87% Q3 2026 Oct 06, 2026
Adaptive Financial Consulting, LLC History No change 8,683 669 0.23% 0.23% 1827 0 0.0% Q2 2026 Aug 07, 2026
Zullo Investment Group, Inc. History No change 8,681 669 0.23% 0.23% 1828 0 0.0% Q2 2026 Jul 31, 2026
DDD Partners, LLC History No change 8,665 668 0.04% 0.04% 1829 0 0.0% Q2 2026 Aug 05, 2026
Storen Legacy Partners, LLC History No change 8,663 668 0.18% 0.18% 1830 0 0.0% Q2 2026 Jul 17, 2026
Syntegra Private Wealth Group, LLC History No change 8,661 667 0.05% 0.05% 1831 0 0.0% Q2 2026 Jul 15, 2026
Red Door Wealth Management, LLC History No change 8,618 664 0.06% 0.06% 1832 0 0.0% Q2 2026 Jul 13, 2026
Paladin Advisory Group, LLC History No change 8,583 661 0.44% 0.44% 1833 0 0.0% Q2 2026 Jul 28, 2026
DB&C Advisors, LLC History No change 8,575 661 0.72% 0.72% 1834 0 0.0% Q2 2026 Jul 31, 2026
TMB Capital Partners, LLC History No change 8,570 660 0.21% 0.21% 1835 0 0.0% Q2 2026 Jul 24, 2026
Horizons Wealth Management History New 9,170 659 0.41% — 1836 +9,170 New Q3 2026 Oct 05, 2026
Hummer Financial Advisory Services Inc History No change 8,545 658 0.43% 0.43% 1837 0 0.0% Q2 2026 Jul 07, 2026
Banque Transatlantique SA History No change 8,535 658 0.01% 0.01% 1838 0 0.0% Q2 2026 Jul 30, 2026
EVERETT HARRIS & CO /CA/ History No change 8,520 656 0.01% 0.01% 1839 0 0.0% Q2 2026 Aug 03, 2026
SAGE RHINO CAPITAL LLC History No change 8,505 655 0.11% 0.11% 1840 0 0.0% Q2 2026 Aug 03, 2026
Integrated Investment Consultants, LLC History No change 8,474 653 0.13% 0.13% 1841 0 0.0% Q2 2026 Aug 17, 2026
Meadowbrook Advisors Group, LLC History No change 8,478 653 0.35% 0.35% 1842 0 0.0% Q2 2026 Aug 07, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 8,458 652 0.06% 0.06% 1843 0 0.0% Q2 2026 Jul 14, 2026
Melone Private Wealth, LLC History No change 8,451 651 0.25% 0.25% 1844 0 0.0% Q2 2026 Jul 09, 2026
Code Waechter LLC History No change 8,455 651 0.34% 0.34% 1845 0 0.0% Q2 2026 Jul 31, 2026
FIRST TRUST ADVISORS LP History No change 8,430 650 0.0% 0.0% 1846 0 0.0% Q2 2026 Aug 11, 2026
Financial Futures Ltd Liability Co. History No change 8,432 650 0.25% 0.25% 1847 0 0.0% Q2 2026 Jul 27, 2026
TCI Wealth Advisors, Inc. History No change 8,426 649 0.03% 0.03% 1848 0 0.0% Q2 2026 Jul 29, 2026
Insight Inv LLC History No change 8,415 648 0.31% 0.31% 1849 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,379 646 0.0% 0.0% 1850 0 0.0% Q2 2026 Aug 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 8,500 644 0.12% 0.12% 1851 0 0.0% Q2 2026 Jul 27, 2026
Fort Sheridan Advisors LLC History No change 8,354 644 0.07% 0.07% 1852 0 0.0% Q2 2026 Aug 05, 2026
Gilman Hill Asset Management, LLC History No change 8,350 643 0.09% 0.09% 1853 0 0.0% Q2 2026 Jul 09, 2026
Segment Wealth Management, LLC History No change 8,285 638 0.03% 0.03% 1854 0 0.0% Q2 2026 Jul 16, 2026
Somerset Trust Co History No change 8,280 638 0.18% 0.18% 1855 0 0.0% Q2 2026 Jul 06, 2026
NWF Advisory Services Inc. History No change 8,268 637 0.06% 0.06% 1856 0 0.0% Q2 2026 Jul 29, 2026
Old North State Trust, LLC History No change 8,249 636 0.33% 0.33% 1857 0 0.0% Q2 2026 Aug 17, 2026
PAX Financial Group, LLC History No change 8,258 636 0.09% 0.09% 1858 0 0.0% Q2 2026 Aug 05, 2026
Daybright Advisory Services, Inc. History No change 8,454 636 0.15% 0.15% 1859 0 0.0% Q2 2026 Aug 04, 2026
MOTCO History No change 8,217 633 0.05% 0.05% 1860 0 0.0% Q2 2026 Jul 31, 2026
Berkeley Capital Partners, LLC History No change 8,213 633 0.13% 0.13% 1861 0 0.0% Q2 2026 Aug 06, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 8,212 633 0.18% 0.18% 1862 0 0.0% Q2 2026 Aug 12, 2026
True Link Financial Advisors, LLC History No change 8,125 626 0.04% 0.04% 1863 0 0.0% Q2 2026 Jul 31, 2026
Maridea Wealth Management LLC History No change 8,117 625 0.07% 0.07% 1864 0 0.0% Q2 2026 Aug 06, 2026
Grant Street Asset Management, Inc. History No change 8,094 624 0.1% 0.1% 1865 0 0.0% Q2 2026 Aug 05, 2026
Andrews Advisory Associates, LLC History No change 8,095 624 0.3% 0.3% 1866 0 0.0% Q2 2026 Jul 17, 2026
Smith Salley Wealth Management History No change 8,081 623 0.03% 0.03% 1867 0 0.0% Q2 2026 Jul 23, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 8,067 622 0.09% 0.09% 1868 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Partners, LLC History No change 8,057 621 0.14% 0.14% 1869 0 0.0% Q2 2026 Jul 22, 2026
JGP Wealth Management, LLC History No change 8,049 620 0.06% 0.06% 1870 0 0.0% Q2 2026 Jul 07, 2026
William Howard & Co Financial Advisors Inc History No change 8,044 620 0.48% 0.48% 1871 0 0.0% Q2 2026 Jul 09, 2026
Strategic Financial Partners, Ltd. History No change 8,046 620 0.23% 0.23% 1872 0 0.0% Q2 2026 Aug 03, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 8,021 618 0.33% 0.33% 1873 0 0.0% Q2 2026 Jul 24, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 8,019 618 0.3% 0.3% 1874 0 0.0% Q2 2026 Aug 13, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 8,010 617 0.12% 0.12% 1875 0 0.0% Q2 2026 Jul 13, 2026
J. Goldman & Co LP History No change 8,000 616 0.02% 0.02% 1876 0 0.0% Q2 2026 Aug 14, 2026
Ameliora Wealth Management Ltd. History No change 7,982 615 0.18% 0.18% 1877 0 0.0% Q2 2026 Jul 24, 2026
OpenArc Corporate Advisory, LLC History No change 7,980 615 0.01% 0.01% 1878 0 0.0% Q2 2026 Aug 05, 2026
Martin Capital Advisors, LLP History No change 7,975 614 0.32% 0.32% 1879 0 0.0% Q2 2026 Jul 24, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 7,961 613 0.09% 0.09% 1880 0 0.0% Q2 2026 Aug 12, 2026
Lewis Asset Management, LLC History No change 7,922 610 0.21% 0.21% 1881 0 0.0% Q2 2026 Jul 21, 2026
WealthPlan Investment Management, LLC History No change 7,902 609 0.03% 0.03% 1882 0 0.0% Q2 2026 Jul 28, 2026
Radnor Capital Management, LLC History No change 7,884 607 0.09% 0.09% 1883 0 0.0% Q2 2026 Jul 16, 2026
EPIQ PARTNERS, LLC History No change 7,873 607 0.26% 0.26% 1884 0 0.0% Q2 2026 Jul 07, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,864 606 0.14% 0.14% 1885 0 0.0% Q2 2026 Aug 10, 2026
Marshall Financial Group, LLC History No change 7,822 603 0.09% 0.09% 1886 0 0.0% Q2 2026 Jul 17, 2026
Wealth Quarterback LLC History No change 7,785 600 0.19% 0.19% 1887 0 0.0% Q2 2026 Jul 27, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 7,776 599 0.16% 0.16% 1888 0 0.0% Q2 2026 Jul 13, 2026
Oak Barrel Wealth Advisory LLC History No change 7,779 599 0.26% 0.26% 1889 0 0.0% Q2 2026 Aug 07, 2026
Drexel Morgan & Co. History No change 7,755 597 0.08% 0.08% 1890 0 0.0% Q2 2026 Aug 13, 2026
Global Financial Private Client, LLC History No change 7,749 597 0.16% 0.16% 1891 0 0.0% Q2 2026 Jul 20, 2026
Piedmont Capital Management, LLC/NC History No change 7,750 597 0.36% 0.36% 1892 0 0.0% Q2 2026 Aug 13, 2026
Oakwell Private Wealth Management, LLC History No change 7,729 595 0.1% 0.1% 1893 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,699 594 0.01% 0.01% 1894 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 7,711 594 0.02% 0.02% 1895 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 7,659 590 0.05% 0.05% 1896 0 0.0% Q2 2026 Jul 16, 2026
Live Oak Private Wealth LLC History No change 7,656 590 0.07% 0.07% 1897 0 0.0% Q2 2026 Jul 20, 2026
GatePass Capital, LLC History No change 7,577 584 0.22% 0.22% 1898 0 0.0% Q2 2026 Jul 30, 2026
Summit Global Investments History No change 7,564 583 0.03% 0.03% 1899 0 0.0% Q2 2026 Aug 03, 2026
Platform Technology Partners History No change 7,572 583 0.1% 0.1% 1900 0 0.0% Q2 2026 Jul 24, 2026
SEVEN MILE ADVISORY History No change 7,540 581 0.39% 0.39% 1901 0 0.0% Q2 2026 Aug 13, 2026
NIXON PEABODY TRUST CO History No change 7,526 580 0.04% 0.04% 1902 0 0.0% Q2 2026 Jul 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 7,524 580 0.06% 0.06% 1903 0 0.0% Q2 2026 Jul 31, 2026
Pacifica Partners Inc. History No change 7,614 579 0.17% 0.17% 1904 0 0.0% Q2 2026 Jul 13, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 7,514 579 0.41% 0.41% 1905 0 0.0% Q2 2026 Jul 29, 2026
SP Asset Management LLC History No change 7,508 578 0.05% 0.05% 1906 0 0.0% Q2 2026 Aug 04, 2026
Investor's Fiduciary Advisor Network, LLC History No change 7,496 578 0.2% 0.2% 1907 0 0.0% Q2 2026 Aug 13, 2026
Brookwood Investment Group LLC History No change 7,499 578 0.07% 0.07% 1908 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Planning, Inc. History No change 7,486 577 0.13% 0.13% 1909 0 0.0% Q2 2026 Jul 10, 2026
Liberty Capital Management, Inc. History No change 7,479 576 0.1% 0.1% 1910 0 0.0% Q2 2026 Jul 17, 2026
Global Strategic Investment Solutions, LLC History No change 7,455 574 0.05% 0.05% 1911 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 7,455 574 0.07% 0.07% 1912 0 0.0% Q2 2026 Aug 11, 2026
Bill Few Associates, Inc. History No change 7,406 571 0.12% 0.12% 1913 0 0.0% Q2 2026 Jul 07, 2026
ARWA LLC History No change 7,527 571 0.24% 0.24% 1914 0 0.0% Q2 2026 Jul 24, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 7,383 569 0.06% 0.06% 1915 0 0.0% Q2 2026 Jul 16, 2026
Serenity Investment Advisors History No change 7,451 569 0.24% 0.24% 1916 0 0.0% Q2 2026 Aug 24, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 7,370 568 0.11% 0.11% 1917 0 0.0% Q2 2026 Jul 17, 2026
Oxinas Partners, LLC History No change 7,360 567 0.22% 0.22% 1918 0 0.0% Q2 2026 Jul 14, 2026
Mason Investment Advisory Services, Inc. History No change 7,321 564 0.02% 0.02% 1919 0 0.0% Q2 2026 Aug 13, 2026
Acorn Wealth Advisors, LLC History No change 7,305 563 0.14% 0.14% 1920 0 0.0% Q2 2026 Jul 30, 2026
WealthCare Investment Partners, LLC History No change 7,287 561 0.14% 0.14% 1921 0 0.0% Q2 2026 Aug 10, 2026
LAWOOD & CO History No change 7,278 561 0.38% 0.38% 1922 0 0.0% Q2 2026 Jul 13, 2026
Avion Wealth History No change 7,265 560 0.1% 0.1% 1923 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Financial Group History No change 7,271 560 0.42% 0.42% 1924 0 0.0% Q2 2026 Jul 27, 2026
Wealth Management Associates, Inc. History No change 7,265 560 0.15% 0.15% 1925 0 0.0% Q2 2026 Jul 21, 2026
Symmetry Partners, LLC History No change 7,254 559 0.03% 0.03% 1926 0 0.0% Q2 2026 Jul 23, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 7,245 558 0.02% 0.02% 1927 0 0.0% Q2 2026 Aug 13, 2026
Axim Planning & Wealth History No change 7,247 558 0.78% 0.78% 1928 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 7,229 557 0.05% 0.05% 1929 0 0.0% Q2 2026 Jul 29, 2026
Southland Equity Partners LLC History No change 7,230 557 0.1% 0.1% 1930 0 0.0% Q2 2026 Jul 13, 2026
WNY Asset Management, LLC History No change 7,215 556 0.05% 0.05% 1931 0 0.0% Q2 2026 Aug 17, 2026
Analyst IMS Investment Management Services Ltd. History No change 7,200 555 0.01% 0.01% 1932 0 0.0% Q2 2026 Jul 29, 2026
Ethic Inc. History No change 7,194 554 0.01% 0.01% 1933 0 0.0% Q2 2026 Jul 29, 2026
Financial Perspectives, Inc History No change 7,194 554 0.13% 0.13% 1934 0 0.0% Q2 2026 Jul 24, 2026
My Personal CFO, LLC History No change 7,155 551 0.22% 0.22% 1935 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History No change 7,254 551 0.04% 0.04% 1936 0 0.0% Q2 2026 Jul 29, 2026
Greenhouse Wealth Management, LLC History No change 7,124 549 0.39% 0.39% 1937 0 0.0% Q2 2026 Aug 06, 2026
TrustBank History No change 7,110 548 0.19% 0.19% 1938 0 0.0% Q2 2026 Jul 20, 2026
Aurora Private Wealth, Inc. History No change 7,075 546 0.35% 0.35% 1939 0 0.0% Q2 2026 Jul 21, 2026
Aries Wealth Management History No change 7,071 545 0.11% 0.11% 1940 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 7,074 545 0.24% 0.24% 1941 0 0.0% Q2 2026 Aug 12, 2026
Capital Planning LLC History No change 7,067 544 0.16% 0.16% 1942 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 7,049 543 0.05% 0.05% 1943 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 7,052 543 0.01% 0.01% 1944 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 7,027 542 0.01% 0.01% 1945 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 7,020 541 0.02% 0.02% 1946 0 0.0% Q2 2026 Aug 11, 2026
J.Safra Asset Management Corp History No change 7,006 540 0.02% 0.02% 1947 0 0.0% Q2 2026 Aug 06, 2026
ARS Investment Partners, LLC History No change 7,000 539 0.02% 0.02% 1948 0 0.0% Q2 2026 Jul 09, 2026
Caitlin John, LLC History No change 6,993 539 0.29% 0.29% 1949 0 0.0% Q2 2026 Aug 17, 2026
Collar Capital Management, LLC History No change 7,000 539 0.32% 0.32% 1950 0 0.0% Q2 2026 Jul 27, 2026
Essential Investment Partners LLC History No change 7,000 539 0.43% 0.43% 1951 0 0.0% Q2 2026 Jul 15, 2026
Prime Buchholz LLC History No change 6,981 538 0.19% 0.19% 1952 0 0.0% Q2 2026 Aug 13, 2026
HOLDERNESS INVESTMENTS CO History No change 6,965 537 0.09% 0.09% 1953 0 0.0% Q2 2026 Aug 12, 2026
BOS Asset Management, LLC History No change 6,943 535 0.12% 0.12% 1954 0 0.0% Q2 2026 Jul 13, 2026
Pekin Hardy Strauss, Inc. History No change 6,926 534 0.05% 0.05% 1955 0 0.0% Q2 2026 Jul 30, 2026
Montz Harcus Wealth Management LLC History No change 6,934 534 0.19% 0.19% 1956 0 0.0% Q2 2026 Jul 24, 2026
Ardent Capital Management, Inc. History No change 6,920 533 0.22% 0.22% 1957 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 6,920 533 0.06% 0.06% 1958 0 0.0% Q2 2026 Jul 10, 2026
Resurgent Financial Advisors LLC History No change 6,899 531 0.15% 0.15% 1959 0 0.0% Q2 2026 Aug 14, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 6,877 530 0.22% 0.22% 1960 0 0.0% Q2 2026 Aug 04, 2026
KLINGENSTEIN FIELDS & CO LP History No change 6,868 529 0.02% 0.02% 1961 0 0.0% Q2 2026 Aug 05, 2026
Rydar Equities, Inc. History No change 7,002 529 0.3% 0.3% 1962 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Partners, LLC History No change 6,860 528 0.04% 0.04% 1963 0 0.0% Q2 2026 Aug 03, 2026
TI-TRUST, INC History No change 6,860 528 0.28% 0.28% 1964 0 0.0% Q2 2026 Jul 23, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 6,838 527 0.07% 0.07% 1965 0 0.0% Q2 2026 Jul 29, 2026
Haverford Financial Services, Inc. History No change 6,836 527 0.16% 0.16% 1966 0 0.0% Q2 2026 Aug 12, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 6,834 526 0.05% 0.05% 1967 0 0.0% Q2 2026 Jul 09, 2026
Hollow Brook Wealth Management LLC History No change 6,815 525 0.1% 0.1% 1968 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 6,799 524 0.03% 0.03% 1969 0 0.0% Q2 2026 Jul 29, 2026
Mason & Associates Inc History No change 6,805 524 0.08% 0.08% 1970 0 0.0% Q2 2026 Jul 23, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 6,757 521 0.27% 0.27% 1971 0 0.0% Q2 2026 Jul 28, 2026
HighRoad Wealth Advisors, LLC History No change 6,758 521 0.44% 0.44% 1972 0 0.0% Q2 2026 Jul 21, 2026
ST GERMAIN D J CO INC History No change 6,740 519 0.02% 0.02% 1973 0 0.0% Q2 2026 Jul 21, 2026
Center For Asset Management LLC History No change 6,735 519 0.23% 0.23% 1974 0 0.0% Q2 2026 Jul 27, 2026
Hobbs Group Advisors, LLC History No change 6,742 519 0.14% 0.14% 1975 0 0.0% Q2 2026 Aug 13, 2026
Breachway Investments LLC History No change 6,739 519 0.78% 0.78% 1976 0 0.0% Q2 2026 Jul 13, 2026
Tradition Wealth Management, LLC History No change 6,691 515 0.03% 0.03% 1977 0 0.0% Q2 2026 Aug 11, 2026
J.P. Marvel Investment Advisors, LLC History No change 6,670 514 0.06% 0.06% 1978 0 0.0% Q2 2026 Jul 31, 2026
Peak Asset Management, LLC History No change 6,675 514 0.08% 0.08% 1979 0 0.0% Q2 2026 Aug 13, 2026
Chancellor Financial Group WB LP History No change 6,623 510 0.32% 0.32% 1980 0 0.0% Q2 2026 Aug 10, 2026
Financial Planning Hawaii, Inc. History No change 6,613 509 0.27% 0.27% 1981 0 0.0% Q2 2026 Jul 23, 2026
Regatta Research & Money Management History No change 6,610 509 0.48% 0.48% 1982 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 6,580 507 0.2% 0.2% 1983 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 6,602 507 0.12% 0.12% 1984 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,565 506 0.05% 0.05% 1985 0 0.0% Q2 2026 Jul 28, 2026
August Group Capital Ltd History No change 6,549 504 0.55% 0.55% 1986 0 0.0% Q2 2026 Aug 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 6,535 503 0.18% 0.18% 1987 0 0.0% Q2 2026 Jul 14, 2026
Kings Path Partners LLC History No change 6,524 503 0.13% 0.13% 1988 0 0.0% Q2 2026 Jul 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 6,522 502 0.01% 0.01% 1989 0 0.0% Q2 2026 Aug 10, 2026
CFM WEALTH PARTNERS LLC History No change 6,496 500 0.06% 0.06% 1990 0 0.0% Q2 2026 Aug 07, 2026
Freedom Investment Management, Inc. History No change 6,474 499 0.14% 0.14% 1991 0 0.0% Q2 2026 Aug 10, 2026
Strategic Equity Management History No change 6,478 499 0.17% 0.17% 1992 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 6,540 498 0.0% 0.0% 1993 0 0.0% Q2 2026 Aug 10, 2026
Equita Financial Network, Inc. History No change 6,438 496 0.14% 0.14% 1994 0 0.0% Q2 2026 Jul 29, 2026
Mission Financial Group, LLC History No change 6,424 495 0.41% 0.41% 1995 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 6,402 493 0.03% 0.03% 1996 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History No change 6,402 493 0.03% 0.03% 1997 0 0.0% Q2 2026 Jul 08, 2026
Strategies Wealth Advisors, LLC History No change 6,403 493 0.04% 0.04% 1998 0 0.0% Q2 2026 Aug 14, 2026
Auxano Advisors, LLC History No change 6,367 490 0.09% 0.09% 1999 0 0.0% Q2 2026 Aug 07, 2026
Global Wealth Strategies & Associates History Reduced 6,800 489 0.09% 0.1% 2003 -347 -4.86% Q3 2026 Oct 01, 2026