iSHARES TRUST - IJR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Showing first 2,000 of 2,861 rows for faster page load. Safety cap is enabled for server stability (2,000 max rows). Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 44,570,998 6,610,324 3.53% 3.53% 1 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 33,264,973 4,933,528 0.32% 0.32% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 24,758,624 3,671,951 0.16% 0.16% 3 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 22,721,296 3,349,964 1.34% 1.34% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 19,117,415 2,835,304 0.15% 0.15% 5 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 16,331,080 2,422,062 0.54% 0.54% 6 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 16,219,396 2,405,487 0.57% 0.57% 7 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 14,487,402 2,148,626 0.35% 0.35% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 14,111,531 2,092,881 0.57% 0.57% 9 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 11,648,436 1,727,579 0.28% 0.28% 10 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 10,230,929 1,517,349 0.19% 0.19% 11 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 9,576,682 1,420,317 0.17% 0.17% 12 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 8,496,986 1,260,188 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,491,671 1,111,089 0.55% 0.55% 14 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 7,471,547 1,108,106 0.17% 0.17% 15 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 7,373,661 1,093,587 1.94% 1.94% 16 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 6,608,310 980,078 5.83% 5.83% 17 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 6,603,976 979,435 1.35% 1.35% 18 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 6,520,699 967,084 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 5,463,960 810,359 0.97% 0.97% 20 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 5,328,597 785,222 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 5,014,613 743,717 8.72% 8.72% 22 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 4,979,028 738,439 3.26% 3.26% 23 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 4,737,329 702,593 0.77% 0.77% 24 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 4,081,060 605,262 3.61% 3.61% 25 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 3,996,639 592,741 0.2% 0.2% 26 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 3,992,771 592,432 0.12% 0.12% 27 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,992,726 592,161 1.95% 1.95% 28 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 3,957,643 586,958 0.66% 0.66% 29 0 0.0% Q2 2026 Aug 14, 2026
Acorns Advisers, LLC History No change 3,675,530 545,118 3.55% 3.55% 30 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,587,574 532,072 0.64% 0.64% 31 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 3,381,139 501,456 0.81% 0.81% 32 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 3,354,075 497,442 1.8% 1.8% 33 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,320,768 492,503 0.48% 0.48% 34 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 2,812,020 417,006 0.38% 0.38% 35 0 0.0% Q2 2026 Aug 12, 2026
Creekmur Asset Management LLC History No change 2,519 373,643 18.08% 18.08% 36 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,474,395 366,977 0.46% 0.46% 37 0 0.0% Q2 2026 Jul 29, 2026
Nationwide Fund Advisors History No change 2,444,492 362,542 14.98% 14.98% 38 0 0.0% Q2 2026 Jul 24, 2026
Millburn Ridgefield LLC /DE/ History No change 2,433,988 360,984 6.83% 6.83% 39 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 2,433,988 360,984 5.99% 5.99% 40 0 0.0% Q2 2026 Jul 24, 2026
Corient Private Wealth LP History No change 2,300,207 341,143 0.47% 0.47% 41 0 0.0% Q2 2026 Aug 27, 2026
Circle Wealth Management, LLC History No change 2,289,109 339,497 4.27% 4.27% 42 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 2,241,453 332,430 0.97% 0.97% 43 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,208,976 327,613 7.51% 7.51% 44 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 2,196,155 325,711 1.58% 1.58% 45 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 2,048,983 303,884 1.14% 1.14% 46 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 2,025,543 300,408 1.65% 1.65% 47 0 0.0% Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History No change 2,136,481 281,495 5.94% 5.94% 48 0 0.0% Q2 2026 Jul 08, 2026
Rockefeller Capital Management L.P. History No change 1,893,254 280,788 0.43% 0.43% 49 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 1,778,922 263,831 0.41% 0.41% 50 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,733,730 257,129 0.26% 0.26% 51 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,701,962 252,532 0.3% 0.3% 52 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 1,645,376 243,952 0.26% 0.26% 53 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 1,618,153 239,991 3.77% 3.77% 54 0 0.0% Q2 2026 Jul 22, 2026
Haverford Trust Co History No change 1,599,222 237,180 2.05% 2.05% 55 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,631,441 236,803 0.4% 0.4% 56 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 1,497,464 222,089 0.43% 0.43% 57 0 0.0% Q2 2026 Aug 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,482,004 219,796 1.63% 1.63% 58 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 1,421,648 210,844 2.25% 2.25% 59 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 1,385,455 205,478 0.28% 0.28% 60 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,371,731 203,441 0.25% 0.25% 61 0 0.0% Q2 2026 Aug 19, 2026
MML INVESTORS SERVICES, LLC History No change 1,366,095 202,605 0.41% 0.41% 62 0 0.0% Q2 2026 Aug 07, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 1,333,633 197,791 2.41% 2.41% 63 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 1,323,251 196,251 2.5% 2.5% 64 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 1,251,825 185,658 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 1,244,550 184,579 1.01% 1.01% 66 0 0.0% Q2 2026 Aug 11, 2026
Missouri Education Pension Trust History No change 1,216,674 180,444 66.0% 66.0% 67 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,196,673 177,478 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 07, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 1,185,799 175,865 0.47% 0.47% 69 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,167,827 173,200 0.74% 0.74% 70 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,158,855 171,869 6.38% 6.38% 71 0 0.0% Q2 2026 Jul 08, 2026
FRANKLIN RESOURCES INC History No change 1,154,656 171,247 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,119,614 165,999 0.91% 0.91% 73 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,116,608 165,604 4.01% 4.01% 74 0 0.0% Q2 2026 Jul 20, 2026
STIFEL FINANCIAL CORP History No change 1,096,172 162,580 0.14% 0.14% 75 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 1,093,798 162,221 0.28% 0.28% 76 0 0.0% Q2 2026 Jul 30, 2026
Acropolis Investment Management, LLC History No change 984,802 146,055 5.76% 5.76% 77 0 0.0% Q2 2026 Jul 16, 2026
Destination Wealth Management History No change 920,516 136,521 3.19% 3.19% 78 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 909,263 134,852 0.69% 0.69% 79 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 901,357 133,680 0.2% 0.2% 80 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 870,029 129,034 0.38% 0.38% 81 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 867,164 128,609 0.41% 0.41% 82 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 862,695 127,946 0.3% 0.3% 83 0 0.0% Q2 2026 Jul 27, 2026
Members Trust Co History No change 860,578 127,632 3.97% 3.97% 84 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 854,086 126,856 0.52% 0.52% 85 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 854,136 126,676 0.59% 0.59% 86 0 0.0% Q2 2026 Aug 18, 2026
WestEnd Advisors, LLC History No change 847,232 125,657 2.8% 2.8% 87 0 0.0% Q2 2026 Jul 22, 2026
STATE STREET CORP History No change 797,424 118,265 0.0% 0.0% 88 0 0.0% Q2 2026 Sep 22, 2026
Farther Finance Advisors, LLC History No change 792,656 117,549 0.92% 0.92% 89 0 0.0% Q2 2026 Jul 17, 2026
BARCLAYS PLC History No change 788,478 116,939 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 733,683 108,812 0.54% 0.54% 91 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Union Bankshares Corp History No change 714,004 105,893 1.77% 1.77% 92 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 719,520 105,632 1.04% 1.04% 93 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 705,960 104,700 1.28% 1.28% 94 0 0.0% Q2 2026 Jul 20, 2026
Steele Capital Management, Inc. History No change 704,827 104,532 3.85% 3.85% 95 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 700,640 103,911 1.44% 1.44% 96 0 0.0% Q2 2026 Aug 18, 2026
Accredited Investors Inc. History No change 674,815 100,081 4.32% 4.32% 97 0 0.0% Q2 2026 Jul 21, 2026
FIRST INTERSTATE BANK History No change 657,052 97,447 5.08% 5.08% 98 0 0.0% Q2 2026 Jul 24, 2026
IEQ CAPITAL, LLC History No change 649,005 96,253 0.44% 0.44% 99 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 643,757 95,475 0.7% 0.7% 100 0 0.0% Q2 2026 Jul 23, 2026
SWF LLC History No change 630,311 93,481 6.25% 6.25% 101 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 622,538 92,328 5.11% 5.11% 102 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 620,196 91,981 1.15% 1.15% 103 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 603,283 89,472 0.27% 0.27% 104 0 0.0% Q2 2026 Aug 12, 2026
Klingman & Associates, LLC History No change 596,811 88,513 3.77% 3.77% 105 0 0.0% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History No change 592,268 87,839 0.52% 0.52% 106 0 0.0% Q2 2026 Aug 17, 2026
Alaska Permanent Capital Management, LLC History No change 581,190 86,169 5.63% 5.63% 107 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 555,266 82,352 0.95% 0.95% 108 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 542,141 80,404 0.68% 0.68% 109 0 0.0% Q2 2026 Jul 27, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 538,823 79,912 3.89% 3.89% 110 0 0.0% Q2 2026 Jul 28, 2026
BOKF, NA History No change 537,556 79,724 1.1% 1.1% 111 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 522,678 77,518 0.98% 0.98% 112 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 510,727 75,745 2.93% 2.93% 113 0 0.0% Q2 2026 Jul 20, 2026
Wealth Architects, LLC History No change 505,346 74,947 5.92% 5.92% 114 0 0.0% Q2 2026 Jul 23, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 502,002 74,451 5.77% 5.77% 115 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 496,435 73,626 0.69% 0.69% 116 0 0.0% Q2 2026 Aug 06, 2026
Atlanta Consulting Group Advisors, LLC History No change 492,883 73,099 11.59% 11.59% 117 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 491,167 72,844 0.7% 0.7% 118 0 0.0% Q2 2026 Jul 21, 2026
Abound Wealth Management History No change 490,860 72,799 14.45% 14.45% 119 0 0.0% Q2 2026 Jul 10, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 489,674 72,623 0.51% 0.51% 120 0 0.0% Q2 2026 Aug 10, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 485,112 71,946 4.34% 4.34% 121 0 0.0% Q2 2026 Jul 31, 2026
Connecticut Wealth Management, LLC History No change 478,686 70,993 2.63% 2.63% 122 0 0.0% Q2 2026 Jul 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 475,919 70,583 4.16% 4.16% 123 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 471,147 69,875 0.27% 0.27% 124 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 471,009 69,855 0.31% 0.31% 125 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 468,586 69,496 0.32% 0.32% 126 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 467,638 69,355 0.7% 0.7% 127 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 464,931 68,953 2.52% 2.52% 128 0 0.0% Q2 2026 Aug 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 550,382 68,417 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 462,139 68,394 3.25% 3.25% 130 0 0.0% Q2 2026 Jul 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 451,113 66,904 1.06% 1.06% 131 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 440,895 65,389 1.0% 1.0% 132 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 440,419 65,318 0.18% 0.18% 133 0 0.0% Q2 2026 Aug 07, 2026
Granite Bay Wealth Management, LLC History No change 426,566 63,264 5.83% 5.83% 134 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 424,298 62,927 0.16% 0.16% 135 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 423,945 62,875 0.68% 0.68% 136 0 0.0% Q2 2026 Aug 13, 2026
SilverOak Wealth Management LLC History No change 416,780 61,812 7.96% 7.96% 137 0 0.0% Q2 2026 Jul 29, 2026
Ally Invest Advisors Inc. History No change 410,725 60,914 3.68% 3.68% 138 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 409,590 60,746 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Management, LLC History No change 409,323 60,706 3.18% 3.18% 140 0 0.0% Q2 2026 Jul 09, 2026
REBALANCE, LLC History No change 409,017 60,661 3.18% 3.18% 141 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 406,907 60,348 0.41% 0.41% 142 0 0.0% Q2 2026 Aug 14, 2026
Berman McAleer LLC History No change 401,722 59,579 6.9% 6.9% 143 0 0.0% Q2 2026 Jul 16, 2026
Arcataur Capital Management LLC History No change 399,534 59,254 14.69% 14.69% 144 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 399,241 59,211 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 03, 2026
Capital Asset Advisory Services LLC History No change 394,268 58,473 2.12% 2.12% 146 0 0.0% Q2 2026 Aug 14, 2026
Maple Capital Management, Inc. History No change 392,798 58,255 3.46% 3.46% 147 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History Reduced 427,451 58,150 4.43% 4.89% 148 -21,249 -4.74% Q3 2026 Oct 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 385,783 57,215 0.15% 0.15% 149 0 0.0% Q2 2026 Aug 13, 2026
RKL Wealth Management LLC History No change 380,816 56,478 4.5% 4.5% 150 0 0.0% Q2 2026 Aug 10, 2026
CONNING INC. History No change 378,644 56,156 1.68% 1.68% 151 0 0.0% Q2 2026 Jul 30, 2026
SigFig Wealth Management, LLC History Added to 412,256 56,083 1.4% 1.58% 152 +8,375 2.07% Q3 2026 Oct 07, 2026
IFG Advisors, LLC History No change 376,578 55,850 7.7% 7.7% 153 0 0.0% Q2 2026 Jul 22, 2026
Chesley Taft & Associates LLC History No change 371,712 55,128 2.15% 2.15% 154 0 0.0% Q2 2026 Jul 08, 2026
Stockman Wealth Management, Inc. History No change 366,639 54,376 5.62% 5.62% 155 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 366,070 54,291 1.0% 1.0% 156 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 361,883 53,670 0.18% 0.18% 157 0 0.0% Q2 2026 Aug 10, 2026
Frontier Asset Management, LLC History No change 361,610 53,630 9.61% 9.61% 158 0 0.0% Q2 2026 Aug 06, 2026
ARROW FINANCIAL CORP History No change 361,187 53,567 4.8% 4.8% 159 0 0.0% Q2 2026 Jul 31, 2026
UNITED BANK History No change 360,103 53,406 6.26% 6.26% 160 0 0.0% Q2 2026 Jul 30, 2026
First Financial Bank - Trust Division History Added to 391,644 53,279 3.84% 3.87% 161 +25,469 6.96% Q3 2026 Oct 01, 2026
Opus Capital Group, LLC History No change 358,032 53,100 5.14% 5.14% 162 0 0.0% Q2 2026 Jul 31, 2026
WIT, LLC History No change 357,908 53,081 0.85% 0.85% 163 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 356,480 52,869 1.89% 1.89% 164 0 0.0% Q2 2026 Aug 12, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 354,167 52,526 5.63% 5.63% 165 0 0.0% Q2 2026 Aug 12, 2026
Legacy Advisors, LLC History No change 351,532 52,135 4.87% 4.87% 166 0 0.0% Q2 2026 Jul 24, 2026
FIRST FINANCIAL BANKSHARES INC History No change 350,599 51,997 0.97% 0.97% 167 0 0.0% Q2 2026 Aug 11, 2026
Amplius Wealth Advisors, LLC History No change 342,349 50,773 3.72% 3.72% 168 0 0.0% Q2 2026 Jul 17, 2026
Pine Ridge Advisers LLC History No change 341,881 50,704 3.06% 3.06% 169 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 341,428 50,637 0.62% 0.62% 170 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial Strategies, Inc. History No change 340,374 50,480 3.54% 3.54% 171 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 339,968 50,420 0.23% 0.23% 172 0 0.0% Q2 2026 Aug 13, 2026
Vision Capital Management, Inc. History No change 339,793 50,394 5.75% 5.75% 173 0 0.0% Q2 2026 Aug 10, 2026
Trilogy Capital Inc. History No change 335,502 49,758 1.93% 1.93% 174 0 0.0% Q2 2026 Jul 02, 2026
BECKER CAPITAL MANAGEMENT INC History No change 335,169 49,708 1.34% 1.34% 175 0 0.0% Q2 2026 Jul 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 334,359 49,532 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 334,571 48,643 0.91% 0.91% 177 0 0.0% Q2 2026 Jul 27, 2026
Magnus Financial Group LLC History No change 327,498 48,571 3.44% 3.44% 178 0 0.0% Q2 2026 Jul 09, 2026
Urban Financial Advisory Corp History No change 323,428 47,967 13.22% 13.22% 179 0 0.0% Q2 2026 Aug 06, 2026
Starr Indemnity & Liability Co History No change 320,950 47,600 12.62% 12.62% 180 0 0.0% Q2 2026 Aug 11, 2026
Shoker Investment Counsel, Inc. History No change 320,095 47,473 11.92% 11.92% 181 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 318,804 47,281 0.54% 0.54% 182 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL TRUST CO History No change 318,030 47,167 1.6% 1.6% 183 0 0.0% Q2 2026 Jul 30, 2026
Range Advisory, LLC History No change 317,779 47,129 5.61% 5.61% 184 0 0.0% Q2 2026 Sep 02, 2026
Bluespring Wealth Management, LLC History No change 316,076 46,877 0.9% 0.9% 185 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 315,972 46,861 2.34% 2.34% 186 0 0.0% Q2 2026 Jul 10, 2026
Painted Porch Advisors LLC History No change 313,279 46,462 20.3% 20.3% 187 0 0.0% Q2 2026 Jul 24, 2026
Graves Light Lenhart Wealth, Inc. History No change 310,610 46,066 4.3% 4.3% 188 0 0.0% Q2 2026 Jul 07, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 308,237 45,714 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 305,374 45,289 0.3% 0.3% 190 0 0.0% Q2 2026 Aug 10, 2026
Calamos Wealth Management LLC History No change 304,095 45,100 1.36% 1.36% 191 0 0.0% Q2 2026 Jul 31, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 300,394 44,551 2.28% 2.28% 192 0 0.0% Q2 2026 Jul 31, 2026
Fifth Third Wealth Advisors LLC History No change 297,951 44,189 1.24% 1.24% 193 0 0.0% Q2 2026 Jul 17, 2026
Colony Family Offices, LLC History No change 296,366 43,954 9.66% 9.66% 194 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 296,271 43,940 0.25% 0.25% 195 0 0.0% Q2 2026 Jul 29, 2026
Horizon Investments, LLC History No change 296,071 43,910 0.48% 0.48% 196 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 295,782 43,867 3.05% 3.05% 197 0 0.0% Q2 2026 Aug 03, 2026
Envestnet Portfolio Solutions, Inc. History No change 292,781 43,422 0.21% 0.21% 198 0 0.0% Q2 2026 Sep 23, 2026
Elk River Wealth Management LLC History No change 292,377 43,362 6.91% 6.91% 199 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 289,632 42,955 0.46% 0.46% 200 0 0.0% Q2 2026 Aug 03, 2026
Grove Bank & Trust History No change 282,798 41,941 4.16% 4.16% 201 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIENT ADVISORS LLC History No change 282,414 41,884 6.0% 6.0% 202 0 0.0% Q2 2026 Aug 07, 2026
KINTRA WEALTH, LLC History No change 278,262 41,661 2.18% 2.18% 203 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 279,009 41,379 2.4% 2.4% 204 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 277,795 41,199 0.54% 0.54% 205 0 0.0% Q2 2026 Aug 06, 2026
Alaska Wealth Advisors, LLC History No change 274,320 40,684 4.41% 4.41% 206 0 0.0% Q2 2026 Aug 11, 2026
RTD Financial Advisors, Inc. History No change 271,427 40,255 4.39% 4.39% 207 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 270,876 40,172 1.79% 1.79% 208 0 0.0% Q2 2026 Aug 03, 2026
MBL Wealth, LLC History No change 269,424 39,958 2.73% 2.73% 209 0 0.0% Q2 2026 Jul 15, 2026
Hudock, Inc. History No change 268,825 39,869 5.1% 5.1% 210 0 0.0% Q2 2026 Jul 31, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 267,227 39,632 2.13% 2.13% 211 0 0.0% Q2 2026 Jul 15, 2026
Vestmark Advisory Solutions, Inc. History No change 265,976 39,446 0.37% 0.37% 212 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 264,731 39,262 0.06% 0.06% 213 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 264,077 39,165 0.0% 0.0% 214 0 0.0% Q2 2026 Sep 02, 2026
NorthRock Partners, LLC History No change 262,654 38,954 0.57% 0.57% 215 0 0.0% Q2 2026 Aug 11, 2026
Valmark Advisers, Inc. History No change 259,402 38,471 0.41% 0.41% 216 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 256,339 38,017 0.7% 0.7% 217 0 0.0% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History No change 258,295 38,010 8.13% 8.13% 218 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 249,788 37,046 0.23% 0.23% 219 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Advisor Solutions, LLC History No change 249,116 36,946 0.31% 0.31% 220 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 270,221 36,760 0.44% 0.48% 221 +6,319 2.39% Q3 2026 Oct 05, 2026
Voya Financial Advisors, Inc. History No change 248,639 36,639 3.23% 3.23% 222 0 0.0% Q2 2026 Aug 12, 2026
Madison Asset Management, LLC History No change 246,133 36,503 0.44% 0.44% 223 0 0.0% Q2 2026 Aug 10, 2026
HANCOCK WHITNEY CORP History No change 245,713 36,441 0.61% 0.61% 224 0 0.0% Q2 2026 Aug 14, 2026
FSA WEALTH PARTNERS, INC. History No change 245,460 36,404 9.12% 9.12% 225 0 0.0% Q2 2026 Aug 03, 2026
Round Rock Advisors LLC History No change 244,807 36,307 4.68% 4.68% 226 0 0.0% Q2 2026 Aug 12, 2026
Single Point Partners, LLC History No change 244,736 36,296 6.39% 6.39% 227 0 0.0% Q2 2026 Jul 16, 2026
Financial Enhancement Group LLC History No change 240,361 35,647 4.25% 4.25% 228 0 0.0% Q2 2026 Jul 07, 2026
Ashton Thomas Private Wealth, LLC History No change 240,301 35,639 0.74% 0.74% 229 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 239,545 35,526 0.37% 0.37% 230 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 238,972 35,463 0.1% 0.1% 231 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 238,871 35,426 0.16% 0.16% 232 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL ADVISORS INC/OK History No change 236,149 35,023 0.52% 0.52% 233 0 0.0% Q2 2026 Jul 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 256,815 34,937 0.92% 1.01% 234 -6,094 -2.32% Q3 2026 Oct 05, 2026
Private Wealth Asset Management, LLC History No change 234,697 34,884 3.36% 3.36% 235 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 231,188 34,288 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 229,782 34,078 3.99% 3.99% 237 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 229,466 34,032 0.37% 0.37% 238 0 0.0% Q2 2026 Aug 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 228,635 33,909 8.39% 8.39% 239 0 0.0% Q2 2026 Jul 21, 2026
HEADINVEST, LLC History No change 227,212 33,697 6.28% 6.28% 240 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 226,102 33,533 1.6% 1.6% 241 0 0.0% Q2 2026 Jul 24, 2026
COURIER CAPITAL LLC History No change 224,209 33,252 1.66% 1.66% 242 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 223,806 33,199 1.52% 1.52% 243 0 0.0% Q2 2026 Aug 20, 2026
Cedar Mountain Advisors, LLC History No change 223,326 33,121 5.7% 5.7% 244 0 0.0% Q2 2026 Jul 02, 2026
Oakwell Private Wealth Management, LLC History No change 223,030 33,077 5.48% 5.48% 245 0 0.0% Q2 2026 Aug 03, 2026
1ST SOURCE BANK History No change 221,846 32,901 1.49% 1.49% 246 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 221,696 32,879 1.13% 1.13% 247 0 0.0% Q2 2026 Jul 24, 2026
LTG Capital LLC History No change 221,544 32,856 21.97% 21.97% 248 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 220,151 32,650 1.03% 1.03% 249 0 0.0% Q2 2026 Jul 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 218,871 32,460 0.39% 0.39% 250 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 218,839 32,456 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
Liquid Strategies, LLC History No change 218,767 32,445 4.43% 4.43% 252 0 0.0% Q2 2026 Jul 28, 2026
TRUEFG, LLC History No change 217,789 32,300 7.54% 7.54% 253 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 215,831 32,009 2.08% 2.08% 254 0 0.0% Q2 2026 Aug 12, 2026
Birch Hill Investment Advisors LLC History No change 213,825 31,712 1.28% 1.28% 255 0 0.0% Q2 2026 Jul 21, 2026
PITTENGER & ANDERSON INC History No change 213,186 31,617 1.13% 1.13% 256 0 0.0% Q2 2026 Jul 27, 2026
Conservest Capital Advisors, Inc. History No change 211,934 31,431 2.5% 2.5% 257 0 0.0% Q2 2026 Jul 22, 2026
Kelman-Lazarov, Inc. History No change 210,298 31,189 4.09% 4.09% 258 0 0.0% Q2 2026 Aug 10, 2026
Consolidated Portfolio Review Corp History No change 209,352 31,048 2.59% 2.59% 259 0 0.0% Q2 2026 Jul 23, 2026
King Wealth Management Group History No change 208,614 30,940 3.38% 3.38% 260 0 0.0% Q2 2026 Aug 05, 2026
FFT WEALTH MANAGEMENT LLC History No change 208,485 30,920 4.84% 4.84% 261 0 0.0% Q2 2026 Jul 27, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 208,300 30,892 2.91% 2.91% 262 0 0.0% Q2 2026 Jul 14, 2026
Pathway Financial Advisors LLC History Added to 225,804 30,718 3.39% 3.59% 263 +15,533 7.39% Q3 2026 Oct 07, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 206,827 30,674 3.04% 3.04% 264 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 205,687 30,505 1.07% 1.07% 265 0 0.0% Q2 2026 Jul 15, 2026
Northwest Quadrant Wealth Management, LLC History No change 205,429 30,467 5.64% 5.64% 266 0 0.0% Q2 2026 Aug 13, 2026
Trifecta Capital Advisors, LLC History No change 204,841 30,379 3.91% 3.91% 267 0 0.0% Q2 2026 Aug 03, 2026
Factor Wealth Management LTD History No change 204,066 30,264 4.58% 4.58% 268 0 0.0% Q2 2026 Jul 07, 2026
FORM Wealth Advisors, LLC History No change 202,481 30,029 3.3% 3.3% 269 0 0.0% Q2 2026 Jul 10, 2026
World Investment Advisors History No change 237,856 29,794 0.49% 0.49% 270 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 200,648 29,758 0.46% 0.46% 271 0 0.0% Q2 2026 Aug 14, 2026
C V STARR & CO INC History No change 200,458 29,729 15.87% 15.87% 272 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 199,636 29,608 0.36% 0.36% 273 0 0.0% Q2 2026 Aug 04, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 198,503 29,439 2.39% 2.39% 274 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 196,095 29,082 1.88% 1.88% 275 0 0.0% Q2 2026 Aug 14, 2026
Harbour Trust & Investment Management Co History No change 195,906 29,054 2.8% 2.8% 276 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 195,685 29,022 3.35% 3.35% 277 0 0.0% Q2 2026 Jul 27, 2026
Lutz Financial Services LLC History No change 194,808 28,892 1.76% 1.76% 278 0 0.0% Q2 2026 Aug 05, 2026
Midwest Trust Co History No change 194,652 28,868 0.33% 0.33% 279 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 193,257 28,661 0.45% 0.45% 280 0 0.0% Q2 2026 Aug 07, 2026
Planning Project LLC History No change 197,821 28,571 5.7% 5.7% 281 0 0.0% Q2 2026 Sep 01, 2026
Verum Partners LLC History No change 192,172 28,501 4.26% 4.26% 282 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Alliance LLC History No change 192,108 28,491 1.93% 1.93% 283 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 191,033 28,332 0.43% 0.43% 284 0 0.0% Q2 2026 Aug 10, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 189,650 28,126 1.52% 1.52% 285 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 189,495 28,104 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Inlight Wealth Management, LLC History No change 215,175 28,033 8.91% 8.91% 287 0 0.0% Q2 2026 Jul 28, 2026
New Harbor Financial Group, LLC History No change 188,643 27,977 4.42% 4.42% 288 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 188,377 27,938 0.18% 0.18% 289 0 0.0% Q2 2026 Sep 08, 2026
Cornerstone Advisory, LLC History No change 187,775 27,848 2.31% 2.31% 290 0 0.0% Q2 2026 Jul 29, 2026
Evergreen Advisors, LLC History No change 185,830 27,560 5.88% 5.88% 291 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 184,857 27,416 0.54% 0.54% 292 0 0.0% Q2 2026 Aug 11, 2026
WEST PACES ADVISORS INC. History No change 184,651 27,385 4.59% 4.59% 293 0 0.0% Q2 2026 Jul 17, 2026
D.A. DAVIDSON & CO. History No change 183,817 27,262 0.15% 0.15% 294 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 184,764 26,979 3.87% 3.87% 295 0 0.0% Q2 2026 Aug 06, 2026
Simmons Bank History No change 181,078 26,855 1.53% 1.53% 296 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 180,676 26,796 1.07% 1.07% 297 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 180,397 26,754 1.94% 1.94% 298 0 0.0% Q2 2026 Jul 23, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 179,908 26,682 10.14% 10.14% 299 0 0.0% Q2 2026 Jul 30, 2026
BANK OF NOVA SCOTIA History No change 179,090 26,560 0.04% 0.04% 300 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 178,866 26,527 0.73% 0.73% 301 0 0.0% Q2 2026 Jul 24, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 178,556 26,481 6.82% 6.82% 302 0 0.0% Q2 2026 Aug 07, 2026
Roth Financial Partners LLC History Reduced 193,847 26,375 7.88% 8.73% 303 -4,161 -2.1% Q3 2026 Oct 06, 2026
New England Professional Planning Group Inc. History No change 177,489 26,323 9.82% 9.82% 304 0 0.0% Q2 2026 Jul 28, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 176,843 26,227 0.34% 0.34% 305 0 0.0% Q2 2026 Jul 15, 2026
EFG International AG History No change 176,739 26,212 0.48% 0.48% 306 0 0.0% Q2 2026 Aug 14, 2026
Summit Asset Management, LLC History No change 175,893 26,086 3.34% 3.34% 307 0 0.0% Q2 2026 Aug 06, 2026
Keener Financial Planning LLC History No change 175,331 26,003 9.3% 9.3% 308 0 0.0% Q2 2026 Jul 31, 2026
Fiera Capital Corp History No change 173,774 25,772 0.09% 0.09% 309 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 172,840 25,633 0.96% 0.96% 310 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 172,610 25,599 0.7% 0.7% 311 0 0.0% Q2 2026 Aug 14, 2026
ESL Trust Services, LLC History No change 171,804 25,480 4.34% 4.34% 312 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 171,653 25,457 0.27% 0.27% 313 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 170,944 25,352 10.59% 10.59% 314 0 0.0% Q2 2026 Jul 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 170,780 25,328 3.2% 3.2% 315 0 0.0% Q2 2026 Jul 31, 2026
Pure Financial Advisors, LLC History No change 170,533 25,291 0.32% 0.32% 316 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 170,430 25,276 2.19% 2.19% 317 0 0.0% Q2 2026 Jul 27, 2026
Fort Henry Capital, LLC History No change 170,176 25,238 13.9% 13.9% 318 0 0.0% Q2 2026 Jul 15, 2026
CJM Wealth Advisers, Ltd. History No change 170,022 25,215 6.62% 6.62% 319 0 0.0% Q2 2026 Jul 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 169,976 25,209 0.28% 0.28% 320 0 0.0% Q2 2026 Jul 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 169,800 25,183 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 168,109 24,932 2.08% 2.08% 322 0 0.0% Q2 2026 Aug 10, 2026
Fusion Family Wealth, LLC History No change 167,000 24,767 1.65% 1.65% 323 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 166,519 24,696 0.3% 0.3% 324 0 0.0% Q2 2026 Jul 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 166,353 24,671 0.43% 0.43% 325 0 0.0% Q2 2026 Jul 23, 2026
Twele Capital Management, Inc. History No change 165,931 24,609 4.02% 4.02% 326 0 0.0% Q2 2026 Jul 14, 2026
WASHINGTON TRUST Co History No change 165,759 24,583 0.76% 0.76% 327 0 0.0% Q2 2026 Aug 03, 2026
PARK AVENUE SECURITIES LLC History No change 164,400 24,382 0.15% 0.15% 328 0 0.0% Q2 2026 Jul 20, 2026
Whitcomb & Hess, Inc. History Added to 179,191 24,377 5.22% 5.7% 329 +1,393 0.78% Q3 2026 Oct 07, 2026
Arkos Global Advisors History No change 163,985 24,321 2.88% 2.88% 330 0 0.0% Q2 2026 Aug 14, 2026
Navalign, LLC History No change 163,755 24,286 5.66% 5.66% 331 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 162,012 24,028 0.46% 0.46% 332 0 0.0% Q2 2026 Jul 09, 2026
Baron Wealth Management LLC History No change 161,676 23,978 6.22% 6.22% 333 0 0.0% Q2 2026 Jul 07, 2026
Harbor Group, Inc. History No change 161,309 23,923 2.81% 2.81% 334 0 0.0% Q2 2026 Jul 22, 2026
Belpointe Asset Management LLC History No change 160,590 23,817 0.78% 0.78% 335 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 160,052 23,737 0.48% 0.48% 336 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 158,942 23,572 0.23% 0.23% 337 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 158,614 23,523 0.51% 0.51% 338 0 0.0% Q2 2026 Jul 17, 2026
PKS Advisory Services, LLC History No change 158,101 23,448 3.74% 3.74% 339 0 0.0% Q2 2026 Aug 04, 2026
Federation des caisses Desjardins du Quebec History No change 157,726 23,392 0.07% 0.07% 340 0 0.0% Q2 2026 Aug 13, 2026
Wallington Asset Management, LLC History No change 157,161 23,308 2.86% 2.86% 341 0 0.0% Q2 2026 Jul 22, 2026
FSM Wealth Advisors, LLC History No change 156,774 23,251 2.48% 2.48% 342 0 0.0% Q2 2026 Jul 15, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 155,900 23,121 1.3% 1.3% 343 0 0.0% Q2 2026 Aug 05, 2026
GFS Advisors, LLC History No change 9,469 23,101 2.44% 2.44% 344 0 0.0% Q2 2026 Aug 04, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 155,426 23,051 3.51% 3.51% 345 0 0.0% Q2 2026 Jul 14, 2026
Goelzer Investment Management, Inc. History No change 155,008 22,989 1.0% 1.0% 346 0 0.0% Q2 2026 Jul 14, 2026
Chicago Partners Investment Group LLC History No change 158,057 22,899 0.46% 0.46% 347 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 154,150 22,862 2.4% 2.4% 348 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 154,133 22,859 0.51% 0.51% 349 0 0.0% Q2 2026 Jul 28, 2026
Human Investing LLC History No change 153,594 22,779 2.95% 2.95% 350 0 0.0% Q2 2026 Jul 21, 2026
Wealthspire Retirement, LLC History No change 153,299 22,422 1.23% 1.23% 351 0 0.0% Q2 2026 Aug 12, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 150,833 22,369 1.51% 1.51% 352 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Advisors, LLC History No change 149,636 22,192 2.5% 2.5% 353 0 0.0% Q2 2026 Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 149,234 22,132 2.14% 2.14% 354 0 0.0% Q2 2026 Jul 22, 2026
Mullooly Asset Management, Inc. History No change 148,841 22,073 6.79% 6.79% 355 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 147,821 21,923 1.12% 1.12% 356 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 147,673 21,901 0.42% 0.42% 357 0 0.0% Q2 2026 Aug 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 146,567 21,737 6.62% 6.62% 358 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 146,097 21,667 1.29% 1.29% 359 0 0.0% Q2 2026 Aug 05, 2026
Heritage Investment Group, Inc. History No change 145,479 21,576 2.9% 2.9% 360 0 0.0% Q2 2026 Jul 29, 2026
SAPIENT CAPITAL LLC History No change 145,481 21,576 0.28% 0.28% 361 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 145,460 21,573 0.22% 0.22% 362 0 0.0% Q2 2026 Aug 10, 2026
SEGALL BRYANT & HAMILL, LLC History No change 145,335 21,554 0.26% 0.26% 363 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 144,071 21,367 0.31% 0.31% 364 0 0.0% Q2 2026 Jul 14, 2026
MainStreet Investment Advisors LLC History No change 143,922 21,345 2.91% 2.91% 365 0 0.0% Q2 2026 Aug 12, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 146,072 21,249 8.98% 8.98% 366 0 0.0% Q2 2026 Jul 14, 2026
Waverly Advisors, LLC History No change 141,447 20,978 0.12% 0.12% 367 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 141,289 20,954 0.25% 0.25% 368 0 0.0% Q2 2026 Jul 22, 2026
CERTUITY, LLC History No change 141,083 20,923 1.03% 1.03% 369 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 140,694 20,865 4.77% 4.77% 370 0 0.0% Q2 2026 Jul 24, 2026
jvl associates llc History No change 140,331 20,812 5.9% 5.9% 371 0 0.0% Q2 2026 Jul 06, 2026
Summit Financial Wealth Advisors, LLC History No change 138,274 20,507 2.62% 2.62% 372 0 0.0% Q2 2026 Jul 15, 2026
WELCH & FORBES LLC History No change 138,219 20,499 0.25% 0.25% 373 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 137,369 20,373 0.22% 0.22% 374 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 136,354 20,222 1.3% 1.3% 375 0 0.0% Q2 2026 Jul 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 136,000 20,170 0.03% 0.03% 376 0 0.0% Q2 2026 Jul 22, 2026
LGL PARTNERS, LLC History No change 135,548 20,103 7.35% 7.35% 377 0 0.0% Q2 2026 Jul 27, 2026
Omega Financial Group, LLC History No change 135,396 20,080 6.11% 6.11% 378 0 0.0% Q2 2026 Jul 21, 2026
Capital Group Private Client Services, Inc. History No change 135,031 20,026 0.28% 0.28% 379 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 135,003 20,022 0.5% 0.5% 380 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 134,779 19,989 0.19% 0.19% 381 0 0.0% Q2 2026 Aug 05, 2026
Panoramic Capital Partners, LLC History No change 134,244 19,909 9.41% 9.41% 382 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 136,668 19,815 3.1% 3.1% 383 0 0.0% Q2 2026 Jul 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 133,556 19,807 0.92% 0.92% 384 0 0.0% Q2 2026 Aug 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 132,558 19,659 2.88% 2.88% 385 0 0.0% Q2 2026 Aug 04, 2026
Newton One Investments LLC History No change 132,452 19,643 4.95% 4.95% 386 0 0.0% Q2 2026 Jul 22, 2026
Hardy Reed LLC History No change 132,425 19,639 1.26% 1.26% 387 0 0.0% Q2 2026 Aug 03, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 131,057 19,437 11.84% 11.84% 388 0 0.0% Q2 2026 Jul 21, 2026
Sunflower Bank, N.A. History No change 130,919 19,416 4.64% 4.64% 389 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 130,718 19,386 1.25% 1.25% 390 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 130,430 19,344 0.05% 0.05% 391 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 129,926 19,269 0.32% 0.32% 392 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 129,361 19,185 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 128,668 19,082 0.56% 0.56% 394 0 0.0% Q2 2026 Jul 06, 2026
Laurel Wealth Advisors LLC History No change 128,641 19,078 1.85% 1.85% 395 0 0.0% Q2 2026 Jul 17, 2026
State of Tennessee, Department of Treasury History No change 127,699 18,939 0.06% 0.06% 396 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 127,386 18,892 0.97% 0.97% 397 0 0.0% Q2 2026 Jul 28, 2026
Heck Capital Advisors, LLC History No change 127,339 18,885 1.13% 1.13% 398 0 0.0% Q2 2026 Jul 10, 2026
Royal Fund Management, LLC History No change 126,760 18,799 1.57% 1.57% 399 0 0.0% Q2 2026 Jul 20, 2026
Venture Visionary Partners LLC History Added to 138,175 18,797 0.49% 0.55% 400 +5,695 4.3% Q3 2026 Oct 07, 2026
Robertson Stephens Wealth Management, LLC History No change 125,562 18,622 0.46% 0.46% 401 0 0.0% Q2 2026 Jul 29, 2026
BANK OF STOCKTON History No change 124,554 18,472 5.18% 5.18% 402 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 124,445 18,456 0.96% 0.96% 403 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 124,275 18,441 3.89% 3.89% 404 0 0.0% Q2 2026 Jul 31, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 123,081 18,254 0.39% 0.39% 405 0 0.0% Q2 2026 Jul 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 122,915 18,229 5.59% 5.59% 406 0 0.0% Q2 2026 Jul 29, 2026
First Bank & Trust History No change 122,888 18,225 2.68% 2.68% 407 0 0.0% Q2 2026 Jul 09, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 122,891 18,225 7.38% 7.38% 408 0 0.0% Q2 2026 Jul 14, 2026
Francis Financial, Inc. History No change 122,631 18,187 2.98% 2.98% 409 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 122,413 18,155 0.22% 0.22% 410 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 121,836 18,069 1.95% 1.95% 411 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 121,664 18,044 0.17% 0.17% 412 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 121,227 17,979 0.37% 0.37% 413 0 0.0% Q2 2026 Jul 30, 2026
HCR Wealth Advisors History No change 121,048 17,952 1.61% 1.61% 414 0 0.0% Q2 2026 Jul 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 121,022 17,948 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 120,055 17,805 0.27% 0.27% 416 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 119,182 17,675 0.27% 0.27% 417 0 0.0% Q2 2026 Aug 03, 2026
CWS Financial Advisors, LLC History No change 119,020 17,651 3.92% 3.92% 418 0 0.0% Q2 2026 Jul 30, 2026
HORAN Wealth, LLC History No change 118,870 17,629 2.2% 2.2% 419 0 0.0% Q2 2026 Aug 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 118,675 17,600 1.01% 1.01% 420 0 0.0% Q2 2026 Aug 13, 2026
Neumann Capital Management, LLC History No change 118,530 17,579 11.63% 11.63% 421 0 0.0% Q2 2026 Jul 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 117,826 17,474 0.08% 0.08% 422 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 117,650 17,448 0.1% 0.1% 423 0 0.0% Q2 2026 Aug 13, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 117,563 17,435 1.62% 1.62% 424 0 0.0% Q2 2026 Jul 09, 2026
CCG WEALTH MANAGEMENT, LLC History No change 116,140 17,224 4.0% 4.0% 425 0 0.0% Q2 2026 Aug 07, 2026
Investment Advisory Group, LLC History No change 115,689 17,157 3.72% 3.72% 426 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 115,578 17,141 1.45% 1.45% 427 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 115,404 17,115 0.49% 0.49% 428 0 0.0% Q2 2026 Aug 06, 2026
NOTTINGHAM ADVISORS, INC. History No change 116,780 16,981 2.03% 2.03% 429 0 0.0% Q2 2026 Jul 27, 2026
Centerpoint Advisors, LLC History No change 114,399 16,967 4.82% 4.82% 430 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 114,357 16,960 0.71% 0.71% 431 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 114,334 16,956 0.09% 0.09% 432 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 114,064 16,916 1.99% 1.99% 433 0 0.0% Q2 2026 Aug 14, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 114,064 16,916 2.14% 2.14% 434 0 0.0% Q2 2026 Aug 13, 2026
Melone Private Wealth, LLC History No change 114,038 16,913 6.44% 6.44% 435 0 0.0% Q2 2026 Jul 09, 2026
State of Alaska, Department of Revenue History No change 114,016 16,908 0.17% 0.17% 436 0 0.0% Q2 2026 Jul 20, 2026
Legal & General Group Plc History No change 113,634 16,855 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 113,426 16,822 0.23% 0.23% 438 0 0.0% Q2 2026 Aug 12, 2026
HWG Holdings LP History Added to 123,505 16,801 3.87% 0.06% 439 +121,855 7385.15% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 113,115 16,776 0.97% 0.97% 440 0 0.0% Q2 2026 Aug 10, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 112,697 16,714 0.98% 0.98% 441 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 111,038 16,468 0.08% 0.08% 442 0 0.0% Q2 2026 Jul 13, 2026
PACK Private Wealth, LLC History No change 110,295 16,357 6.77% 6.77% 443 0 0.0% Q2 2026 Aug 12, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 109,652 16,262 2.59% 2.59% 444 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 108,941 16,156 0.14% 0.14% 445 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 108,901 16,151 0.29% 0.29% 446 0 0.0% Q2 2026 Jul 20, 2026
DIVERSIFIED MANAGEMENT INC History No change 108,471 16,087 3.44% 3.44% 447 0 0.0% Q2 2026 Jul 09, 2026
Beirne Wealth Consulting Services, LLC History No change 108,001 16,021 3.19% 3.19% 448 0 0.0% Q2 2026 Jul 15, 2026
Redhawk Wealth Advisors, Inc. History No change 107,734 15,978 1.57% 1.57% 449 0 0.0% Q2 2026 Jul 09, 2026
NorthCoast Asset Management LLC History No change 107,494 15,942 0.35% 0.35% 450 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 107,230 15,903 0.17% 0.17% 451 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 107,197 15,898 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
TCI Wealth Advisors, Inc. History No change 106,618 15,812 0.68% 0.68% 453 0 0.0% Q2 2026 Jul 29, 2026
NewSquare Capital LLC History No change 106,366 15,775 1.17% 1.17% 454 0 0.0% Q2 2026 Jul 28, 2026
Trek Financial, LLC History No change 106,014 15,722 0.78% 0.78% 455 0 0.0% Q2 2026 Aug 13, 2026
Towercrest Capital Management History No change 105,624 15,664 2.18% 2.18% 456 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 104,814 15,544 0.54% 0.54% 457 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 104,596 15,512 0.33% 0.33% 458 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 104,357 15,477 2.13% 2.13% 459 0 0.0% Q2 2026 Jul 22, 2026
PENINSULA ASSET MANAGEMENT INC History No change 104,297 15,468 7.4% 7.4% 460 0 0.0% Q2 2026 Aug 12, 2026
Cranbrook Wealth Management, LLC History No change 104,231 15,458 2.89% 2.89% 461 0 0.0% Q2 2026 Aug 06, 2026
HARBOR ADVISORY CORP /MA/ History No change 103,673 15,375 4.11% 4.11% 462 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 103,294 15,319 0.12% 0.12% 463 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 103,538 15,284 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 102,219 15,160 0.28% 0.28% 465 0 0.0% Q2 2026 Aug 04, 2026
Walkner Condon Financial Advisors LLC History No change 102,092 15,140 1.74% 1.74% 466 0 0.0% Q2 2026 Jul 27, 2026
Next Level Wealth Planning, LLC History No change 101,896 15,112 6.65% 6.65% 467 0 0.0% Q2 2026 Jul 30, 2026
Caldwell Trust Co History No change 101,419 15,041 1.22% 1.22% 468 0 0.0% Q2 2026 Aug 03, 2026
Summit Trail Advisors, LLC History No change 101,397 15,038 0.19% 0.19% 469 0 0.0% Q2 2026 Aug 11, 2026
Boyd Wealth Management, LLC History No change 101,192 15,007 5.68% 5.68% 470 0 0.0% Q2 2026 Jul 16, 2026
McGuire Investment Group, LLC History No change 101,136 14,999 1.31% 1.31% 471 0 0.0% Q2 2026 Jul 27, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 100,992 14,978 0.65% 0.65% 472 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN MANAGEMENT CO History No change 100,644 14,926 3.35% 3.35% 473 0 0.0% Q2 2026 Aug 04, 2026
Sageworth Trust Co History No change 99,482 14,754 0.58% 0.58% 474 0 0.0% Q2 2026 Jul 28, 2026
NESTEGG ADVISORS, INC. History No change 99,424 14,745 10.43% 10.43% 475 0 0.0% Q2 2026 Jul 14, 2026
Houlihan Financial Resource Group, Ltd. History No change 99,184 14,709 5.24% 5.24% 476 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 98,755 14,646 0.22% 0.22% 477 0 0.0% Q2 2026 Aug 05, 2026
CAMDEN NATIONAL BANK History No change 98,561 14,617 1.9% 1.9% 478 0 0.0% Q2 2026 Jul 31, 2026
CIM INVESTMENT MANAGEMENT INC History No change 98,337 14,584 3.5% 3.5% 479 0 0.0% Q2 2026 Sep 29, 2026
Crestwood Advisors Group, LLC History No change 97,537 14,465 0.21% 0.21% 480 0 0.0% Q2 2026 Aug 03, 2026
Schneider Downs Wealth Management Advisors, LP History No change 97,291 14,429 1.36% 1.36% 481 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 97,283 14,428 0.38% 0.38% 482 0 0.0% Q2 2026 Aug 04, 2026
Vestwell Advisors, LLC History No change 96,925 14,374 3.44% 3.44% 483 0 0.0% Q2 2026 Aug 13, 2026
Sprinkle Financial Consultants LLC History No change 96,732 14,346 5.63% 5.63% 484 0 0.0% Q2 2026 Jul 08, 2026
Global Wealth Strategies & Associates History Added to 105,350 14,331 2.63% 2.96% 485 +10 0.01% Q3 2026 Oct 01, 2026
Tortoise Investment Management, LLC History No change 96,204 14,267 1.06% 1.06% 486 0 0.0% Q2 2026 Aug 07, 2026
Palisades Hudson Asset Management, L.P. History No change 95,774 14,204 4.97% 4.97% 487 0 0.0% Q2 2026 Aug 07, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 95,431 14,153 5.93% 5.93% 488 0 0.0% Q2 2026 Aug 11, 2026
Sylvest Advisors, LLC History No change 95,087 14,102 6.36% 6.36% 489 0 0.0% Q2 2026 Jul 22, 2026
Iowa State Bank History Added to 102,602 13,957 2.36% 2.54% 490 +234 0.23% Q3 2026 Oct 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 94,088 13,954 0.8% 0.8% 491 0 0.0% Q2 2026 Jul 15, 2026
TECTONIC ADVISORS LLC History No change 93,112 13,809 0.66% 0.66% 492 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 93,071 13,803 1.44% 1.44% 493 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 92,927 13,782 0.32% 0.32% 494 0 0.0% Q2 2026 Aug 05, 2026
TFO Wealth Partners, LLC History No change 92,452 13,711 1.49% 1.49% 495 0 0.0% Q2 2026 Aug 10, 2026
eCIO, Inc. History No change 91,747 13,607 3.82% 3.82% 496 0 0.0% Q2 2026 Jul 27, 2026
Magnolia Wealth Management, LLC History No change 91,403 13,555 7.1% 7.1% 497 0 0.0% Q2 2026 Jul 14, 2026
JNBA Financial Advisors History No change 91,345 13,547 1.03% 1.03% 498 0 0.0% Q2 2026 Jul 23, 2026
Kure Advisory, LLC History No change 91,325 13,544 6.42% 6.42% 499 0 0.0% Q2 2026 Jul 27, 2026
CONDOR CAPITAL MANAGEMENT History No change 91,167 13,521 1.01% 1.01% 500 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 91,530 13,502 1.11% 1.11% 501 0 0.0% Q2 2026 Aug 07, 2026
Somnio Financial Group, LLC History No change 90,870 13,476 7.98% 7.98% 502 0 0.0% Q2 2026 Jul 06, 2026
BURNS J W & CO INC/NY History No change 90,166 13,372 1.39% 1.39% 503 0 0.0% Q2 2026 Jul 15, 2026
HighMark Wealth Management LLC History No change 89,888 13,329 4.47% 4.47% 504 0 0.0% Q2 2026 Aug 12, 2026
SoundView Advisors Inc. History No change 89,671 13,299 4.33% 4.33% 505 0 0.0% Q2 2026 Jul 31, 2026
Bryant Woods Investment Advisors, LLC History No change 89,277 13,240 3.68% 3.68% 506 0 0.0% Q2 2026 Jul 22, 2026
TCTC Holdings, LLC History No change 89,125 13,218 0.35% 0.35% 507 0 0.0% Q2 2026 Aug 11, 2026
Operose Advisors LLC History No change 88,580 13,137 2.54% 2.54% 508 0 0.0% Q2 2026 Aug 13, 2026
LVW Advisors, LLC History No change 87,766 13,016 1.12% 1.12% 509 0 0.0% Q2 2026 Jul 15, 2026
FIRST HORIZON CORP History No change 87,694 13,005 0.5% 0.5% 510 0 0.0% Q2 2026 Jul 20, 2026
Cannon Capital Management, Inc. History No change 87,656 13,000 11.04% 11.04% 511 0 0.0% Q2 2026 Aug 11, 2026
CFO4Life Group, LLC History No change 86,515 12,830 1.73% 1.73% 512 0 0.0% Q2 2026 Aug 12, 2026
Shulman DeMeo Asset Management LLC History No change 86,405 12,814 2.4% 2.4% 513 0 0.0% Q2 2026 Jul 08, 2026
Aptus Capital Advisors, LLC History No change 86,247 12,791 0.09% 0.09% 514 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 86,072 12,765 1.03% 1.03% 515 0 0.0% Q2 2026 Jul 31, 2026
Tempo Wealth, LLC History No change 85,779 12,721 1.88% 1.88% 516 0 0.0% Q2 2026 Jul 27, 2026
Nordwand Advisors, LLC History No change 84,702 12,562 1.93% 1.93% 517 0 0.0% Q2 2026 Aug 07, 2026
Ellis Investment Partners, LLC History No change 84,684 12,559 1.9% 1.9% 518 0 0.0% Q2 2026 Aug 05, 2026
Canvas Wealth Advisors, LLC History No change 84,031 12,462 1.74% 1.74% 519 0 0.0% Q2 2026 Jul 10, 2026
Retirement Systems of Alabama History No change 83,667 12,408 0.04% 0.04% 520 0 0.0% Q2 2026 Jul 28, 2026
Topel & Distasi Wealth Management, LLC History No change 83,428 12,373 5.97% 5.97% 521 0 0.0% Q2 2026 Aug 07, 2026
ProVise Management Group, LLC History No change 83,416 12,371 0.83% 0.83% 522 0 0.0% Q2 2026 Aug 03, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 83,359 12,362 5.38% 5.38% 523 0 0.0% Q2 2026 Aug 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 83,114 12,326 1.27% 1.27% 524 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 82,128 12,180 0.19% 0.19% 525 0 0.0% Q2 2026 Jul 15, 2026
Apella Capital, LLC History No change 83,762 12,178 0.17% 0.17% 526 0 0.0% Q2 2026 Jul 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 82,026 12,165 0.24% 0.24% 527 0 0.0% Q2 2026 Jul 15, 2026
Texas Yale Capital Corp. History No change 81,825 12,135 0.26% 0.26% 528 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 81,763 12,126 0.13% 0.13% 529 0 0.0% Q2 2026 Aug 04, 2026
Pettinga Financial Advisors LLC History No change 81,434 12,077 1.94% 1.94% 530 0 0.0% Q2 2026 Jul 09, 2026
MGO ONE SEVEN LLC History No change 81,382 12,069 0.2% 0.2% 531 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 81,327 12,061 0.26% 0.26% 532 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History No change 81,300 12,057 0.88% 0.88% 533 0 0.0% Q2 2026 Jul 24, 2026
4Thought Financial Group Inc. History No change 80,910 11,999 5.64% 5.64% 534 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 80,718 11,971 0.94% 0.94% 535 0 0.0% Q2 2026 Aug 10, 2026
Convergence Financial, LLC History No change 80,594 11,952 0.95% 0.95% 536 0 0.0% Q2 2026 Aug 05, 2026
Wealth Care LLC History No change 80,573 11,949 9.68% 9.68% 537 0 0.0% Q2 2026 Jul 15, 2026
EQUITABLE TRUST CO History No change 80,449 11,931 0.5% 0.5% 538 0 0.0% Q2 2026 Jul 23, 2026
Keel Point, LLC History No change 79,845 11,841 0.7% 0.7% 539 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 80,180 11,837 0.33% 0.33% 540 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 79,811 11,836 0.08% 0.08% 541 0 0.0% Q2 2026 Aug 17, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 79,772 11,830 4.96% 4.96% 542 0 0.0% Q2 2026 Jul 15, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 86,711 11,796 6.38% 7.0% 543 -703 -0.8% Q3 2026 Oct 06, 2026
Ironwood Wealth Management, LLC. History No change 79,511 11,792 2.61% 2.61% 544 0 0.0% Q2 2026 Jul 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 79,415 11,778 0.56% 0.56% 545 0 0.0% Q2 2026 Jul 23, 2026
Uptown Financial Advisors LLC History No change 79,404 11,776 7.75% 7.75% 546 0 0.0% Q2 2026 Jul 10, 2026
BENJAMIN EDWARDS INC History No change 79,189 11,747 0.11% 0.11% 547 0 0.0% Q2 2026 Jul 24, 2026
KLINGENSTEIN FIELDS & CO LP History No change 79,102 11,731 0.41% 0.41% 548 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 93,964 11,680 0.48% 0.48% 549 0 0.0% Q2 2026 Jul 09, 2026
Councilor Wealth, LLC History No change 78,722 11,675 4.72% 4.72% 550 0 0.0% Q2 2026 Jul 21, 2026
GHP Investment Advisors, Inc. History No change 78,678 11,668 0.43% 0.43% 551 0 0.0% Q2 2026 Jul 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 78,500 11,642 0.05% 0.05% 552 0 0.0% Q2 2026 Aug 11, 2026
Florida Trust Wealth Management Co History No change 78,298 11,612 0.29% 0.29% 553 0 0.0% Q2 2026 Jul 27, 2026
Tarbox Family Office, Inc. History No change 78,162 11,592 1.66% 1.66% 554 0 0.0% Q2 2026 Aug 03, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 78,096 11,582 1.06% 1.06% 555 0 0.0% Q2 2026 Aug 14, 2026
Landmark Wealth Management, LLC History No change 78,089 11,581 2.77% 2.77% 556 0 0.0% Q2 2026 Aug 10, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 77,849 11,545 0.59% 0.59% 557 0 0.0% Q2 2026 Sep 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 77,729 11,527 0.37% 0.37% 558 0 0.0% Q2 2026 Aug 20, 2026
Vectors Research Management, LLC History No change 77,181 11,446 2.99% 2.99% 559 0 0.0% Q2 2026 Jul 29, 2026
PRUDENTIAL FINANCIAL INC History No change 77,100 11,434 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 76,731 11,379 0.21% 0.21% 561 0 0.0% Q2 2026 Jul 31, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 83,567 11,368 3.43% 3.74% 562 +3,072 3.82% Q3 2026 Oct 01, 2026
Holland Advisory Services, Inc. History No change 76,654 11,368 12.56% 12.56% 563 0 0.0% Q2 2026 Jul 13, 2026
Asset Allocation Strategies LLC History No change 75,839 11,247 1.73% 1.73% 564 0 0.0% Q2 2026 Aug 17, 2026
Global Strategic Investment Solutions, LLC History No change 75,769 11,237 1.0% 1.0% 565 0 0.0% Q2 2026 Aug 07, 2026
Legacy Trust History No change 75,604 11,212 1.98% 1.98% 566 0 0.0% Q2 2026 Jul 31, 2026
Triangle Securities Wealth Management History No change 75,467 11,192 2.22% 2.22% 567 0 0.0% Q2 2026 Jul 14, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 75,300 11,167 2.47% 2.47% 568 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 74,930 11,113 2.4% 2.4% 569 0 0.0% Q2 2026 Aug 03, 2026
FIRST CITIZENS BANK & TRUST CO History No change 74,692 11,077 0.17% 0.17% 570 0 0.0% Q2 2026 Jul 13, 2026
Benchmark Financial Wealth Advisors, LLC History No change 74,689 11,077 2.73% 2.73% 571 0 0.0% Q2 2026 Jul 17, 2026
Twin Cities Retirement Group LLC History No change 74,399 11,034 9.45% 9.45% 572 0 0.0% Q2 2026 Jul 07, 2026
Marble Wealth, LLC History No change 74,377 11,030 1.69% 1.69% 573 0 0.0% Q2 2026 Aug 07, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 74,029 10,979 5.25% 5.25% 574 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 73,728 10,934 3.3% 3.3% 575 0 0.0% Q2 2026 Jul 15, 2026
Global Wealth Management, LLC History No change 73,269 10,866 5.53% 5.53% 576 0 0.0% Q2 2026 Jul 20, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 73,148 10,848 1.48% 1.48% 577 0 0.0% Q2 2026 Jul 20, 2026
Coastal Bridge Advisors, LLC History No change 73,087 10,839 0.67% 0.67% 578 0 0.0% Q2 2026 Aug 17, 2026
May Hill Capital, LLC History No change 73,051 10,834 2.26% 2.26% 579 0 0.0% Q2 2026 Aug 07, 2026
Williams Jones Wealth Management, LLC. History No change 72,845 10,803 0.12% 0.12% 580 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History Reduced 79,276 10,785 0.29% 1.13% 581 -185,704 -70.08% Q3 2026 Oct 02, 2026
Mascoma Wealth Management LLC History No change 72,554 10,760 2.0% 2.0% 582 0 0.0% Q2 2026 Jul 24, 2026
Rochester Wealth Strategies, LLC History No change 72,390 10,736 5.94% 5.94% 583 0 0.0% Q2 2026 Jul 22, 2026
North Berkeley Wealth Management, LLC History No change 72,178 10,704 4.33% 4.33% 584 0 0.0% Q2 2026 Jul 28, 2026
Arvest Bank Trust Division History No change 72,146 10,699 0.52% 0.52% 585 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 72,039 10,684 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History No change 72,024 10,681 1.07% 1.07% 587 0 0.0% Q2 2026 Jul 15, 2026
Richwood Investment Advisors, LLC History No change 71,913 10,665 7.5% 7.5% 588 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisory Services, LLC History No change 71,323 10,577 0.65% 0.65% 589 0 0.0% Q2 2026 Jul 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 71,093 10,543 0.62% 0.62% 590 0 0.0% Q2 2026 Aug 10, 2026
Accretive Wealth Partners, LLC History No change 70,718 10,488 2.55% 2.55% 591 0 0.0% Q2 2026 Jul 29, 2026
Waterway Wealth Management, LLC History No change 84,355 10,426 2.13% 2.13% 592 0 0.0% Q2 2026 Jul 13, 2026
Peak Financial Management, Inc. History No change 70,239 10,417 2.39% 2.39% 593 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 70,134 10,401 0.58% 0.58% 594 0 0.0% Q2 2026 Jul 31, 2026
Selby Wealth Management, LLC History No change 70,026 10,385 3.68% 3.68% 595 0 0.0% Q2 2026 Jul 09, 2026
SkyOak Wealth, LLC History No change 70,005 10,382 1.7% 1.7% 596 0 0.0% Q2 2026 Jul 30, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 69,914 10,368 0.64% 0.64% 597 0 0.0% Q2 2026 Jul 23, 2026
Richard W. Paul & Associates, LLC History No change 69,807 10,353 3.17% 3.17% 598 0 0.0% Q2 2026 Aug 10, 2026
Alley Investment Management Company, LLC History No change 69,457 10,301 1.2% 1.2% 599 0 0.0% Q2 2026 Jul 23, 2026
MATRIX ASSET ADVISORS INC/NY History No change 69,439 10,298 0.84% 0.84% 600 0 0.0% Q2 2026 Jul 15, 2026
Sterling Investment Counsel, LLC History No change 69,218 10,265 2.42% 2.42% 601 0 0.0% Q2 2026 Jul 20, 2026
TMB Capital Partners, LLC History No change 69,193 10,262 3.2% 3.2% 602 0 0.0% Q2 2026 Jul 24, 2026
RIVERSEDGE ADVISORS, LLC History No change 69,094 10,247 1.35% 1.35% 603 0 0.0% Q2 2026 Jul 16, 2026
Citizens National Bank Trust Department History No change 69,045 10,240 1.51% 1.51% 604 0 0.0% Q2 2026 Jul 22, 2026
Sherman Asset Management, Inc. History No change 68,563 10,168 7.89% 7.89% 605 0 0.0% Q2 2026 Aug 05, 2026
Marietta Wealth Management, LLC History No change 68,135 10,105 1.04% 1.04% 606 0 0.0% Q2 2026 Aug 03, 2026
MONTAG A & ASSOCIATES INC History No change 67,583 10,023 0.42% 0.42% 607 0 0.0% Q2 2026 Aug 05, 2026
Global Wealth Management Investment Advisory, Inc. History No change 67,523 10,014 1.43% 1.43% 608 0 0.0% Q2 2026 Jul 29, 2026
Hiley Hunt Wealth Management History No change 67,098 9,951 3.93% 3.93% 609 0 0.0% Q2 2026 Jul 07, 2026
Aristotle Capital Boston, LLC History No change 66,854 9,915 0.67% 0.67% 610 0 0.0% Q2 2026 Aug 14, 2026
Ellenbecker Investment Group History No change 66,424 9,851 1.15% 1.15% 611 0 0.0% Q2 2026 Jul 27, 2026
Nan Shan Life Insurance Co., Ltd. History No change 66,250 9,825 0.31% 0.31% 612 0 0.0% Q2 2026 Aug 14, 2026
K2 PRINCIPAL FUND, L.P. History No change 66,000 9,788 0.72% 0.72% 613 0 0.0% Q2 2026 Aug 07, 2026
TKG Advisors, LLC History No change 65,947 9,780 3.4% 3.4% 614 0 0.0% Q2 2026 Jul 27, 2026
MTC Wealth Management LLC History No change 65,876 9,770 4.38% 4.38% 615 0 0.0% Q2 2026 Jul 31, 2026
Pachira Investments Inc. History No change 65,753 9,751 3.68% 3.68% 616 0 0.0% Q2 2026 Jul 17, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 65,616 9,731 2.76% 2.76% 617 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 65,523 9,717 0.24% 0.24% 618 0 0.0% Q2 2026 Jul 20, 2026
BostonPremier Wealth LLC History No change 65,072 9,650 4.1% 4.1% 619 0 0.0% Q2 2026 Jul 24, 2026
American Money Management, LLC History No change 64,967 9,635 1.38% 1.38% 620 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 64,954 9,633 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 63,837 9,467 0.36% 0.36% 622 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 63,498 9,457 0.18% 0.18% 623 0 0.0% Q2 2026 Aug 06, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 63,722 9,450 1.68% 1.68% 624 0 0.0% Q2 2026 Jul 21, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 63,435 9,408 5.73% 5.73% 625 0 0.0% Q2 2026 Aug 06, 2026
Performa Ltd (US), LLC History No change 63,258 9,381 1.51% 1.51% 626 0 0.0% Q2 2026 Aug 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 63,227 9,377 0.61% 0.61% 627 0 0.0% Q2 2026 Jul 14, 2026
Stephenson & Company, Inc. History No change 63,165 9,368 4.39% 4.39% 628 0 0.0% Q2 2026 Jul 28, 2026
St. Louis Trust Co History No change 543,969 9,300 1.06% 1.06% 629 0 0.0% Q2 2026 Jul 30, 2026
Madison Wealth Partners, Inc History No change 62,525 9,273 1.18% 1.18% 630 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 62,361 9,248 0.46% 0.46% 631 0 0.0% Q2 2026 Jul 23, 2026
Latko Wealth Management, Ltd. History No change 62,362 9,248 3.93% 3.93% 632 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 61,938 9,186 0.71% 0.71% 633 0 0.0% Q2 2026 Aug 13, 2026
TrustBank History No change 61,713 9,152 3.11% 3.11% 634 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 61,697 9,150 0.11% 0.11% 635 0 0.0% Q2 2026 Aug 18, 2026
HighPoint Advisor Group LLC History No change 61,537 9,126 0.32% 0.32% 636 0 0.0% Q2 2026 Aug 05, 2026
SlateStone Wealth, LLC History No change 61,357 9,100 0.7% 0.7% 637 0 0.0% Q2 2026 Jul 20, 2026
Alliance Private Wealth, LLC History No change 60,995 9,046 3.14% 3.14% 638 0 0.0% Q2 2026 Jul 09, 2026
Spire Wealth Management History No change 60,979 9,043 0.27% 0.27% 639 0 0.0% Q2 2026 Jul 15, 2026
Partnership Wealth Management, LLC History Reduced 66,464 9,041 6.45% 7.1% 640 -4,405 -6.22% Q3 2026 Oct 05, 2026
Asio Capital, LLC History No change 60,950 9,039 1.16% 1.16% 641 0 0.0% Q2 2026 Jul 17, 2026
Counterweight Ventures, LLC History No change 60,819 9,020 4.5% 4.5% 642 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 60,698 9,002 0.44% 0.44% 643 0 0.0% Q2 2026 Aug 14, 2026
IFS Advisors, LLC History No change 60,687 9,000 4.31% 4.31% 644 0 0.0% Q2 2026 Aug 10, 2026
AtlasMark Financial, Inc History No change 60,562 8,981 4.42% 4.42% 645 0 0.0% Q2 2026 Aug 17, 2026
Provident Wealth Management, LLC History No change 60,535 8,977 2.31% 2.31% 646 0 0.0% Q2 2026 Aug 04, 2026
HM PAYSON & CO History No change 60,434 8,963 0.12% 0.12% 647 0 0.0% Q2 2026 Jul 17, 2026
CUMBERLAND ADVISORS INC History No change 60,420 8,960 3.16% 3.16% 648 0 0.0% Q2 2026 Jul 21, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 60,267 8,938 3.61% 3.61% 649 0 0.0% Q2 2026 Aug 12, 2026
United Financial Planning Group LLC History No change 60,191 8,934 4.54% 4.54% 650 0 0.0% Q2 2026 Aug 06, 2026
WLTH Capital Management, LLC History No change 59,863 8,878 5.69% 5.69% 651 0 0.0% Q2 2026 Jul 09, 2026
White Pine Investment CO History No change 59,794 8,868 1.89% 1.89% 652 0 0.0% Q2 2026 Jul 20, 2026
Serenus Wealth Advisors, LLC History No change 59,798 8,867 1.55% 1.55% 653 0 0.0% Q2 2026 Aug 05, 2026
KFA Private Wealth Group, LLC History Reduced 64,796 8,814 2.07% 2.38% 654 -1,823 -2.74% Q3 2026 Oct 07, 2026
Prospera Financial Services Inc History No change 59,221 8,789 0.13% 0.13% 655 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 58,984 8,747 0.16% 0.16% 656 0 0.0% Q2 2026 Jul 15, 2026
Atlas Legacy Advisors, LLC History No change 58,894 8,729 1.29% 1.29% 657 0 0.0% Q2 2026 Jul 31, 2026
LYNCH & ASSOCIATES/IN History No change 58,811 8,722 1.52% 1.52% 658 0 0.0% Q2 2026 Jul 13, 2026
Wick Capital Partners, LLC History No change 58,773 8,716 1.32% 1.32% 659 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 58,747 8,712 0.34% 0.34% 660 0 0.0% Q2 2026 Aug 04, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 58,719 8,708 1.29% 1.29% 661 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 58,711 8,707 0.5% 0.5% 662 0 0.0% Q2 2026 Jul 29, 2026
Telos Capital Management, Inc. History No change 58,620 8,693 0.77% 0.77% 663 0 0.0% Q2 2026 Jul 22, 2026
Galvin, Gaustad & Stein, LLC History No change 58,550 8,683 0.64% 0.64% 664 0 0.0% Q2 2026 Jul 29, 2026
Bell Investment Advisors, Inc History No change 58,523 8,679 1.27% 1.27% 665 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Financial Services, Inc. History No change 57,977 8,598 4.98% 4.98% 666 0 0.0% Q2 2026 Jul 22, 2026
F/m Investments LLC History No change 57,528 8,531 0.43% 0.43% 667 0 0.0% Q2 2026 Aug 05, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 57,433 8,517 2.87% 2.87% 668 0 0.0% Q2 2026 Jul 09, 2026
Northside Capital Management, LLC History No change 57,415 8,515 0.7% 0.7% 669 0 0.0% Q2 2026 Jul 10, 2026
Brookstone Capital Management History No change 57,408 8,514 0.09% 0.09% 670 0 0.0% Q2 2026 Jul 15, 2026
Johnson Financial Group, Inc. History No change 57,406 8,513 0.28% 0.28% 671 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 57,328 8,502 0.73% 0.73% 672 0 0.0% Q2 2026 Jul 09, 2026
Meridian Financial Advisors, LLC History No change 57,316 8,500 4.08% 4.08% 673 0 0.0% Q2 2026 Jul 22, 2026
FIRST FOUNDATION ADVISORS History No change 57,062 8,462 0.3% 0.3% 674 0 0.0% Q2 2026 Aug 14, 2026
John Boyer, Inc. History No change 56,354 8,359 7.25% 7.25% 675 0 0.0% Q2 2026 Aug 07, 2026
Union Bancaire Privee, UBP SA History No change 56,646 8,347 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 16, 2026
Alliance Wealth Management Group History No change 56,092 8,317 1.62% 1.62% 677 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 57,082 8,305 0.14% 0.14% 678 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 57,082 8,305 0.14% 0.14% 679 0 0.0% Q2 2026 Jul 29, 2026
PARTHENON LLC History No change 55,967 8,300 0.86% 0.86% 680 0 0.0% Q2 2026 Jul 23, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 55,885 8,288 0.96% 0.96% 681 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History No change 55,889 8,288 0.1% 0.1% 682 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 55,348 8,208 0.27% 0.27% 683 0 0.0% Q2 2026 Aug 14, 2026
Townsend Financial Planning, LLC History No change 55,330 8,205 7.15% 7.15% 684 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 55,191 8,185 0.14% 0.14% 685 0 0.0% Q2 2026 Jul 21, 2026
Northstar Advisory Group, LLC History No change 54,963 8,151 2.53% 2.53% 686 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 54,787 8,112 0.25% 0.25% 687 0 0.0% Q2 2026 Aug 05, 2026
Ironsides Asset Advisors, LLC History No change 54,424 8,071 1.89% 1.89% 688 0 0.0% Q2 2026 Aug 12, 2026
Synergy Asset Management, LLC History No change 54,392 8,066 0.76% 0.76% 689 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 54,165 8,033 0.21% 0.21% 690 0 0.0% Q2 2026 Aug 13, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 54,087 8,021 5.23% 5.23% 691 0 0.0% Q2 2026 Aug 07, 2026
Nikulski Financial, Inc. History No change 53,920 7,996 1.72% 1.72% 692 0 0.0% Q2 2026 Jul 28, 2026
Paragon Private Wealth Management, LLC History No change 53,822 7,982 2.08% 2.08% 693 0 0.0% Q2 2026 Jul 28, 2026
New World Advisors LLC History No change 53,684 7,961 1.35% 1.35% 694 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 53,662 7,958 0.03% 0.03% 695 0 0.0% Q2 2026 Aug 14, 2026
Sound Stewardship, LLC History No change 53,475 7,930 3.27% 3.27% 696 0 0.0% Q2 2026 Jul 13, 2026
ASSOCIATED BANC-CORP History No change 53,430 7,924 0.19% 0.19% 697 0 0.0% Q2 2026 Jul 31, 2026
PACIFIC FINANCIAL GROUP INC History No change 53,339 7,910 3.79% 3.79% 698 0 0.0% Q2 2026 Aug 13, 2026
Palumbo Wealth Management LLC History No change 52,724 7,819 1.64% 1.64% 699 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 52,673 7,811 1.51% 1.51% 700 0 0.0% Q2 2026 Jul 20, 2026
Next Capital Management LLC History No change 52,491 7,784 2.1% 2.1% 701 0 0.0% Q2 2026 Aug 03, 2026
Csenge Advisory Group History No change 52,470 7,781 0.32% 0.32% 702 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 52,336 7,762 0.39% 0.39% 703 0 0.0% Q2 2026 Jul 23, 2026
TBH Global Asset Management, LLC History No change 52,059 7,720 1.41% 1.41% 704 0 0.0% Q2 2026 Aug 05, 2026
BIRCHBROOK, INC. History No change 51,969 7,707 3.62% 3.62% 705 0 0.0% Q2 2026 Jul 08, 2026
Strategic Financial Partners, Ltd. History No change 51,548 7,645 2.88% 2.88% 706 0 0.0% Q2 2026 Aug 03, 2026
Private Advisory Group LLC History No change 51,303 7,608 0.41% 0.41% 707 0 0.0% Q2 2026 Aug 06, 2026
G&S Capital LLC History No change 51,198 7,593 2.2% 2.2% 708 0 0.0% Q2 2026 Jul 10, 2026
Boltwood Capital Management History Reduced 55,771 7,587 1.71% 1.92% 709 -840 -1.48% Q3 2026 Oct 02, 2026
Abundance Wealth Counselors History No change 51,029 7,568 0.49% 0.49% 710 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 50,729 7,523 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 50,576 7,501 0.46% 0.46% 712 0 0.0% Q2 2026 Aug 12, 2026
CBM Financial, LLC History No change 51,351 7,498 4.46% 4.46% 713 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 50,489 7,487 0.85% 0.85% 714 0 0.0% Q2 2026 Jul 10, 2026
Americana Partners, LLC History No change 50,377 7,471 0.17% 0.17% 715 0 0.0% Q2 2026 Aug 05, 2026
Coral Wealth Management, LLC History No change 50,277 7,456 6.11% 6.11% 716 0 0.0% Q2 2026 Aug 04, 2026
Citizens Business Bank History No change 50,215 7,447 1.12% 1.12% 717 0 0.0% Q2 2026 Aug 03, 2026
ENZI WEALTH History No change 51,007 7,415 2.35% 2.35% 718 0 0.0% Q2 2026 Jul 15, 2026
SVB WEALTH LLC History No change 49,797 7,385 0.47% 0.47% 719 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 49,770 7,381 0.24% 0.24% 720 0 0.0% Q2 2026 Jul 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 49,630 7,359 0.21% 0.21% 721 0 0.0% Q2 2026 Aug 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 54,068 7,355 0.61% 0.67% 722 -518 -0.95% Q3 2026 Oct 06, 2026
COZAD ASSET MANAGEMENT INC History No change 49,390 7,325 0.47% 0.47% 723 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 49,238 7,302 0.08% 0.08% 724 0 0.0% Q2 2026 Jul 29, 2026
Hills Bank & Trust Co History No change 49,200 7,296 0.31% 0.31% 725 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 49,016 7,269 0.33% 0.33% 726 0 0.0% Q2 2026 Jul 31, 2026
Bellwether Advisors, LLC History No change 48,973 7,263 1.08% 1.08% 727 0 0.0% Q2 2026 Aug 13, 2026
Campion Asset Management History No change 48,930 7,256 4.43% 4.43% 728 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Advisors History No change 48,794 7,236 0.5% 0.5% 729 0 0.0% Q2 2026 Aug 11, 2026
Odyssey Group, LLC History No change 48,784 7,235 1.96% 1.96% 730 0 0.0% Q2 2026 Aug 14, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 48,743 7,229 3.98% 3.98% 731 0 0.0% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History Reduced 52,121 7,219 3.59% 3.97% 732 -382 -0.73% Q3 2026 Oct 05, 2026
JANE STREET GROUP, LLC History No change 48,523 7,196 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 48,392 7,177 0.07% 0.07% 734 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 48,339 7,169 0.58% 0.58% 735 0 0.0% Q2 2026 Jul 16, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 48,267 7,158 0.47% 0.47% 736 0 0.0% Q2 2026 Jul 28, 2026
Financial Solutions Advisory Group, Inc. History No change 49,143 7,148 0.9% 0.9% 737 0 0.0% Q2 2026 Jul 13, 2026
Columbus Macro, LLC History No change 48,189 7,146 0.69% 0.69% 738 0 0.0% Q2 2026 Jul 22, 2026
Enclave Advisors LLC History No change 48,023 7,122 0.9% 0.9% 739 0 0.0% Q2 2026 Jul 14, 2026
STAR Financial Bank History No change 47,909 7,105 2.89% 2.89% 740 0 0.0% Q2 2026 Aug 07, 2026
Lee Financial Co History No change 47,787 7,087 0.9% 0.9% 741 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 47,766 7,084 0.42% 0.42% 742 0 0.0% Q2 2026 Aug 04, 2026
Orin Green Financial, LLC History No change 47,749 7,081 2.61% 2.61% 743 0 0.0% Q2 2026 Jul 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 47,530 7,049 1.9% 1.9% 744 0 0.0% Q2 2026 Aug 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 51,718 7,035 1.98% 2.21% 745 +2,074 4.18% Q3 2026 Oct 07, 2026
CFS Investment Advisory Services, LLC History No change 47,896 7,015 0.47% 0.47% 746 0 0.0% Q2 2026 Jul 16, 2026
Empower Advisory Group, LLC History No change 47,293 7,014 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 12, 2026
Texas Capital Bank Wealth Management Services Inc History No change 47,256 7,008 0.38% 0.38% 748 0 0.0% Q2 2026 Aug 07, 2026
Legacy Private Trust Co. History Reduced 51,429 6,996 0.38% 0.43% 749 -1,039 -1.98% Q3 2026 Oct 06, 2026
Betterment LLC History No change 46,985 6,968 0.01% 0.01% 750 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 46,933 6,958 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 10, 2026
FDx Advisors, Inc. History No change 46,848 6,948 2.09% 2.09% 752 0 0.0% Q2 2026 Aug 04, 2026
ROMANO BROTHERS AND COMPANY History No change 46,796 6,940 0.7% 0.7% 753 0 0.0% Q2 2026 Jul 21, 2026
Simplicity Wealth,LLC History No change 46,759 6,934 0.23% 0.23% 754 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 46,677 6,922 0.14% 0.14% 755 0 0.0% Q2 2026 Aug 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 46,455 6,889 0.3% 0.3% 756 0 0.0% Q2 2026 Aug 03, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 46,150 6,844 0.89% 0.89% 757 0 0.0% Q2 2026 Jul 20, 2026
First National Bank of Hutchinson History No change 46,038 6,827 3.75% 3.75% 758 0 0.0% Q2 2026 Aug 03, 2026
Turtle Creek Wealth Advisors, LLC History No change 45,888 6,801 0.36% 0.36% 759 0 0.0% Q2 2026 Jul 27, 2026
CreativeOne Wealth, LLC History No change 45,855 6,800 0.15% 0.15% 760 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 45,766 6,787 0.4% 0.4% 761 0 0.0% Q2 2026 Jul 27, 2026
Integras Partners LLC History No change 45,583 6,760 3.73% 3.73% 762 0 0.0% Q2 2026 Jul 24, 2026
KPP Advisory Services LLC History No change 45,480 6,745 0.85% 0.85% 763 0 0.0% Q2 2026 Jul 24, 2026
Hudson Capital Management LLC History No change 45,464 6,742 1.63% 1.63% 764 0 0.0% Q2 2026 Jul 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 45,421 6,736 0.45% 0.45% 765 0 0.0% Q2 2026 Aug 04, 2026
Affiance Financial, LLC History No change 45,380 6,730 0.97% 0.97% 766 0 0.0% Q2 2026 Jul 09, 2026
Aspetuck Financial Management LLC History No change 45,291 6,717 3.95% 3.95% 767 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 45,189 6,701 0.42% 0.42% 768 0 0.0% Q2 2026 Aug 10, 2026
Astoria Strategic Wealth, Inc. History No change 45,174 6,699 1.53% 1.53% 769 0 0.0% Q2 2026 Jul 16, 2026
Carnegie Investment Counsel History No change 44,906 6,659 0.13% 0.13% 770 0 0.0% Q2 2026 Jul 30, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 44,848 6,651 0.8% 0.8% 771 0 0.0% Q2 2026 Aug 04, 2026
Coign Capital Advisors LLC History No change 44,791 6,643 2.99% 2.99% 772 0 0.0% Q2 2026 Jul 29, 2026
SEI INVESTMENTS CO History No change 44,728 6,633 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 14, 2026
Evernest Financial Advisors, LLC History No change 44,679 6,626 1.39% 1.39% 774 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History No change 45,473 6,619 0.18% 0.18% 775 0 0.0% Q2 2026 Jul 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 44,549 6,607 0.07% 0.07% 776 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 44,389 6,583 4.09% 4.09% 777 0 0.0% Q2 2026 Aug 10, 2026
CPC Advisors, LLC History No change 44,179 6,552 0.88% 0.88% 778 0 0.0% Q2 2026 Jul 24, 2026
Lynch Investment Planning, LLC History No change 44,121 6,543 5.03% 5.03% 779 0 0.0% Q2 2026 Jul 17, 2026
Global Trust Wealth Management LLC History No change 44,014 6,527 4.5% 4.5% 780 0 0.0% Q2 2026 Jul 16, 2026
Dakota Wealth Management History No change 43,789 6,494 0.12% 0.12% 781 0 0.0% Q2 2026 Aug 07, 2026
MIDDLETON & CO INC/MA History No change 43,739 6,486 0.69% 0.69% 782 0 0.0% Q2 2026 Aug 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 43,411 6,438 0.43% 0.43% 783 0 0.0% Q2 2026 Jul 24, 2026
Independent Solutions Wealth Management, LLC History No change 43,382 6,434 0.84% 0.84% 784 0 0.0% Q2 2026 Jul 29, 2026
MSH Capital Advisors LLC History No change 43,366 6,431 1.12% 1.12% 785 0 0.0% Q2 2026 Aug 10, 2026
Madson Wealth Advisors Inc History No change 42,805 6,348 4.32% 4.32% 786 0 0.0% Q2 2026 Jul 21, 2026
Capital Advantage, Inc. History No change 42,688 6,331 0.77% 0.77% 787 0 0.0% Q2 2026 Jul 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 43,098 6,312 4.91% 4.91% 788 0 0.0% Q2 2026 Jul 09, 2026
Resolute Advisors LLC History No change 42,481 6,300 1.51% 1.51% 789 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 42,452 6,296 0.74% 0.74% 790 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 42,397 6,287 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 13, 2026
Lee, Kelleher & Klein Wealth Management History Added to 46,183 6,282 3.23% 3.33% 792 +3,296 7.69% Q3 2026 Oct 08, 2026
Montecito Bank & Trust History Added to 46,080 6,268 0.95% 0.99% 793 +1,405 3.14% Q3 2026 Oct 01, 2026
Kovack Advisors, Inc. History No change 42,230 6,257 0.3% 0.3% 794 0 0.0% Q2 2026 Jul 28, 2026
VISTA INVESTMENT MANAGEMENT History No change 41,776 6,195 1.86% 1.86% 795 0 0.0% Q2 2026 Aug 12, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 41,738 6,190 0.9% 0.9% 796 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 41,653 6,177 1.02% 1.02% 797 0 0.0% Q2 2026 Jul 23, 2026
ANB BANK History No change 41,638 6,175 2.3% 2.3% 798 0 0.0% Q2 2026 Aug 11, 2026
Etesian Wealth Advisors, Inc. History No change 41,603 6,170 1.82% 1.82% 799 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 41,565 6,164 0.11% 0.11% 800 0 0.0% Q2 2026 Jul 14, 2026
PRIVATE TRUST CO NA History No change 41,172 6,106 0.49% 0.49% 801 0 0.0% Q2 2026 Jul 28, 2026
Palisade Asset Management, LLC History No change 41,102 6,095 0.56% 0.56% 802 0 0.0% Q2 2026 Jul 20, 2026
Lakeshore Financial Planning, Inc. History No change 41,028 6,085 1.96% 1.96% 803 0 0.0% Q2 2026 Jul 13, 2026
Cooke Wealth Management, LLC History No change 40,910 6,067 4.97% 4.97% 804 0 0.0% Q2 2026 Jul 16, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 40,902 6,066 0.04% 0.04% 805 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 40,903 6,066 0.2% 0.2% 806 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 40,827 6,055 1.15% 1.15% 807 0 0.0% Q2 2026 Aug 06, 2026
Aft, Forsyth & Sober, LLC History No change 48,675 6,050 1.89% 1.89% 808 0 0.0% Q2 2026 Aug 14, 2026
Centennial Bank/AR/ History No change 40,795 6,050 1.95% 1.95% 809 0 0.0% Q2 2026 Aug 10, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 40,760 6,045 3.73% 3.73% 810 0 0.0% Q2 2026 Jul 28, 2026
Roehl & Yi Investment Advisors, LLC History No change 40,687 6,034 1.99% 1.99% 811 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 40,572 6,017 0.03% 0.03% 812 0 0.0% Q2 2026 Jul 17, 2026
WESBANCO BANK INC History No change 40,414 5,993 0.15% 0.15% 813 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 40,129 5,951 0.14% 0.14% 814 0 0.0% Q2 2026 Aug 14, 2026
MRP Capital Investments, LLC History No change 40,110 5,948 4.38% 4.38% 815 0 0.0% Q2 2026 Aug 10, 2026
OPTIMA CAPITAL LLC History No change 40,112 5,948 2.35% 2.35% 816 0 0.0% Q2 2026 Jul 24, 2026
CAPE ANN SAVINGS BANK History No change 40,069 5,942 2.8% 2.8% 817 0 0.0% Q2 2026 Aug 04, 2026
WOLFF WIESE MAGANA LLC History No change 39,990 5,930 2.73% 2.73% 818 0 0.0% Q2 2026 Jul 13, 2026
Snowden Capital Advisors LLC History No change 39,848 5,909 0.14% 0.14% 819 0 0.0% Q2 2026 Aug 13, 2026
PKO Investment Management Joint-Stock Co History No change 39,786 5,900 0.43% 0.43% 820 0 0.0% Q2 2026 Jul 20, 2026
Causey Wealth LLC History No change 39,582 5,870 2.29% 2.29% 821 0 0.0% Q2 2026 Aug 11, 2026
Wescott Financial Advisory Group, LLC History No change 39,461 5,852 0.45% 0.45% 822 0 0.0% Q2 2026 Aug 04, 2026
Legacy Financial Strategies, LLC History No change 39,253 5,821 0.9% 0.9% 823 0 0.0% Q2 2026 Jul 21, 2026
LYELL WEALTH MANAGEMENT, LP History No change 39,190 5,812 0.36% 0.36% 824 0 0.0% Q2 2026 Aug 05, 2026
BURKE & HERBERT BANK & TRUST CO History No change 39,054 5,792 1.44% 1.44% 825 0 0.0% Q2 2026 Aug 07, 2026
INVENIO WEALTH PARTNERS LLC History No change 39,017 5,786 2.07% 2.07% 826 0 0.0% Q2 2026 Jul 30, 2026
VERUS CAPITAL PARTNERS, LLC History No change 38,859 5,763 0.31% 0.31% 827 0 0.0% Q2 2026 Aug 06, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 38,617 5,727 2.14% 2.14% 828 0 0.0% Q2 2026 Aug 03, 2026
PLANNING DIRECTIONS INC History No change 38,614 5,726 2.65% 2.65% 829 0 0.0% Q2 2026 Aug 10, 2026
Presper Financial Architects, LLC History No change 38,557 5,718 2.98% 2.98% 830 0 0.0% Q2 2026 Aug 11, 2026
Adirondack Capital Advisors, LLC History No change 38,526 5,713 3.06% 3.06% 831 0 0.0% Q2 2026 Jul 10, 2026
Per Stirling Capital Management, LLC. History No change 38,301 5,680 0.54% 0.54% 832 0 0.0% Q2 2026 Aug 14, 2026
Arrowroot Family Office, LLC History No change 38,279 5,677 1.63% 1.63% 833 0 0.0% Q2 2026 Aug 06, 2026
AMARA FINANCIAL, LLC. History No change 38,253 5,673 3.39% 3.39% 834 0 0.0% Q2 2026 Aug 07, 2026
Glassy Mountain Advisors, Inc. History No change 38,036 5,641 1.54% 1.54% 835 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Planning Services, Inc. History No change 37,937 5,626 0.54% 0.54% 836 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 37,931 5,625 0.05% 0.05% 837 0 0.0% Q2 2026 Jul 27, 2026
Moss Adams Wealth Advisors LLC History No change 37,898 5,620 0.35% 0.35% 838 0 0.0% Q2 2026 Jul 27, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 37,837 5,611 0.56% 0.56% 839 0 0.0% Q2 2026 Jul 13, 2026
Journey Advisory Group, LLC History No change 37,827 5,610 0.43% 0.43% 840 0 0.0% Q2 2026 Aug 04, 2026
Biltmore Family Office, LLC History No change 37,825 5,609 0.74% 0.74% 841 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 37,754 5,599 0.15% 0.15% 842 0 0.0% Q2 2026 Jul 07, 2026
Copper Harbor Investment Advisors, LLC History No change 37,671 5,586 1.18% 1.18% 843 0 0.0% Q2 2026 Jul 23, 2026
HARMONY ASSET MANAGEMENT LLC History No change 37,313 5,533 1.49% 1.49% 844 0 0.0% Q2 2026 Jul 20, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 37,238 5,522 2.48% 2.48% 845 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Co / SC History No change 37,183 5,514 0.7% 0.7% 846 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 40,492 5,508 0.59% 0.67% 847 -272 -0.67% Q3 2026 Oct 07, 2026
BRIGHTON JONES LLC History No change 37,132 5,507 0.1% 0.1% 848 0 0.0% Q2 2026 Aug 11, 2026
Bigelow Investment Advisors, LLC History No change 37,133 5,507 1.99% 1.99% 849 0 0.0% Q2 2026 Jul 30, 2026
Greenfield Savings Bank History Reduced 40,366 5,491 2.08% 2.28% 850 -87 -0.22% Q3 2026 Oct 07, 2026
Clear Creek Financial Management, LLC History No change 36,914 5,474 0.35% 0.35% 851 0 0.0% Q2 2026 Jul 27, 2026
Transcendent Capital Group LLC History No change 36,853 5,465 2.13% 2.13% 852 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 36,776 5,454 0.37% 0.37% 853 0 0.0% Q2 2026 Jul 21, 2026
CONQUIS FINANCIAL LLC History No change 36,690 5,441 4.39% 4.39% 854 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 36,628 5,432 0.14% 0.14% 855 0 0.0% Q2 2026 Jul 28, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 36,629 5,432 0.16% 0.16% 856 0 0.0% Q2 2026 Aug 05, 2026
Plan Group Financial, LLC History No change 36,475 5,409 1.11% 1.11% 857 0 0.0% Q2 2026 Aug 03, 2026
Meeder Advisory Services, Inc. History No change 36,468 5,408 0.2% 0.2% 858 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL BANK & TRUST CO History No change 36,437 5,403 0.77% 0.77% 859 0 0.0% Q2 2026 Jul 17, 2026
Mechanics Financial Corp History No change 36,431 5,403 1.93% 1.93% 860 0 0.0% Q2 2026 Aug 05, 2026
Wellspring Financial Advisors, LLC History No change 364,420 5,380 0.35% 0.35% 861 0 0.0% Q2 2026 Jul 20, 2026
National Philanthropic Trust History No change 36,212 5,370 0.08% 0.08% 862 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 36,192 5,367 0.37% 0.37% 863 0 0.0% Q2 2026 Jul 07, 2026
JHP Wealth Management, LLC History No change 36,096 5,353 4.38% 4.38% 864 0 0.0% Q2 2026 Jul 30, 2026
Winthrop Partners - WNY, LLC History No change 36,055 5,347 2.64% 2.64% 865 0 0.0% Q2 2026 Jul 15, 2026
Ally Financial Inc. History No change 36,000 5,339 0.69% 0.69% 866 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 36,000 5,339 2.48% 2.48% 867 0 0.0% Q2 2026 Jul 28, 2026
Capital Planning LLC History No change 36,005 5,339 1.55% 1.55% 868 0 0.0% Q2 2026 Jul 22, 2026
Carl P. Sherr & Co., LLC History No change 35,921 5,327 2.23% 2.23% 869 0 0.0% Q2 2026 Jul 31, 2026
Capitol Family Office, Inc. History No change 35,835 5,314 5.61% 5.61% 870 0 0.0% Q2 2026 Jul 31, 2026
Summit Place Financial Advisors, LLC History No change 35,536 5,270 2.31% 2.31% 871 0 0.0% Q2 2026 Jul 29, 2026
GARRISON POINT ADVISORS, LLC History No change 35,532 5,269 2.14% 2.14% 872 0 0.0% Q2 2026 Jul 31, 2026
CULLEN/FROST BANKERS, INC. History No change 35,494 5,264 0.05% 0.05% 873 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 35,469 5,260 0.1% 0.1% 874 0 0.0% Q2 2026 Aug 14, 2026
Verde Capital Management History No change 35,456 5,258 0.97% 0.97% 875 0 0.0% Q2 2026 Aug 11, 2026
LEE DANNER & BASS INC History No change 35,413 5,252 0.3% 0.3% 876 0 0.0% Q2 2026 Jul 21, 2026
BBR PARTNERS, LLC History No change 35,412 5,251 0.25% 0.25% 877 0 0.0% Q2 2026 Aug 11, 2026
Vickerman Investment Advisors, Inc. History No change 35,408 5,251 1.02% 1.02% 878 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 35,324 5,238 0.25% 0.25% 879 0 0.0% Q2 2026 Aug 03, 2026
Aureum Wealth Management, LLC History No change 35,191 5,219 3.24% 3.24% 880 0 0.0% Q2 2026 Jul 22, 2026
Old Mission Investment Co LLC History No change 35,000 5,190 1.08% 1.08% 881 0 0.0% Q2 2026 Aug 14, 2026
Park Capital Management, LLC / WI History No change 34,962 5,185 3.05% 3.05% 882 0 0.0% Q2 2026 Jul 10, 2026
Southeast Asset Advisors, LLC History No change 34,949 5,183 0.53% 0.53% 883 0 0.0% Q2 2026 Aug 14, 2026
PEOPLES BANK /OH History No change 34,931 5,180 2.66% 2.66% 884 0 0.0% Q2 2026 Jul 27, 2026
Element Wealth, LLC History No change 34,898 5,175 1.94% 1.94% 885 0 0.0% Q2 2026 Aug 14, 2026
M3 Wealth Management, LLC History No change 34,775 5,157 3.35% 3.35% 886 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 34,675 5,142 0.54% 0.54% 887 0 0.0% Q2 2026 Jul 29, 2026
TORONTO DOMINION BANK History No change 34,625 5,135 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 14, 2026
TritonPoint Partners, LLC History No change 34,530 5,121 0.42% 0.42% 889 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 34,448 5,109 0.37% 0.37% 890 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 34,277 5,083 0.72% 0.72% 891 0 0.0% Q2 2026 Aug 03, 2026
Quad-Cities Investment Group, LLC History No change 34,107 5,058 1.82% 1.82% 892 0 0.0% Q2 2026 Jul 07, 2026
Sage Mountain Advisors LLC History No change 34,072 5,053 0.31% 0.31% 893 0 0.0% Q2 2026 Aug 05, 2026
Greykasell Wealth Strategies, Inc. History No change 33,924 5,031 1.83% 1.83% 894 0 0.0% Q2 2026 Aug 11, 2026
NEPC LLC History No change 33,886 5,025 0.09% 0.09% 895 0 0.0% Q2 2026 Aug 14, 2026
Post Resch Tallon Group Inc. History No change 33,841 5,018 3.47% 3.47% 896 0 0.0% Q2 2026 Jul 07, 2026
Visionary Wealth Advisors History No change 33,825 5,016 0.2% 0.2% 897 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 33,702 4,998 0.02% 0.02% 898 0 0.0% Q2 2026 Aug 10, 2026
Evercore Wealth Management, LLC History No change 33,677 4,994 0.07% 0.07% 899 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 33,440 4,959 0.61% 0.61% 900 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 33,380 4,950 0.18% 0.18% 901 0 0.0% Q2 2026 Jul 21, 2026
Ocean Park Asset Management, LLC History No change 33,328 4,942 0.24% 0.24% 902 0 0.0% Q2 2026 Jul 09, 2026
Hubbell Strickland Wealth Management, LLC History No change 33,251 4,931 1.78% 1.78% 903 0 0.0% Q2 2026 Jul 29, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 33,235 4,929 0.3% 0.3% 904 0 0.0% Q2 2026 Aug 07, 2026
Heron Bay Capital Management History No change 33,225 4,927 0.45% 0.45% 905 0 0.0% Q2 2026 Aug 11, 2026
Granite FO LLC History No change 33,210 4,925 2.6% 2.6% 906 0 0.0% Q2 2026 Jul 15, 2026
United Bank History No change 33,166 4,918 1.5% 1.5% 907 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 33,114 4,911 0.15% 0.15% 908 0 0.0% Q2 2026 Jul 09, 2026
Heartwood Wealth Advisors LLC History Added to 36,089 4,909 0.39% 0.41% 909 +168 0.47% Q3 2026 Oct 05, 2026
Bay Capital Advisors, LLC History No change 33,065 4,903 2.63% 2.63% 910 0 0.0% Q2 2026 Jul 21, 2026
SYNTAX RESEARCH, INC. History No change 32,925 4,883 3.57% 3.57% 911 0 0.0% Q2 2026 Jul 31, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 32,886 4,877 4.02% 4.02% 912 0 0.0% Q2 2026 Jul 30, 2026
Kagan Cocozza Asset Management History No change 32,831 4,869 3.05% 3.05% 913 0 0.0% Q2 2026 Aug 06, 2026
BIRCH FINANCIAL GROUP, LLC History No change 32,772 4,860 2.5% 2.5% 914 0 0.0% Q2 2026 Jul 15, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 32,764 4,859 3.35% 3.35% 915 0 0.0% Q2 2026 Jul 10, 2026
PFG Private Wealth Management, LLC History No change 32,757 4,858 2.1% 2.1% 916 0 0.0% Q2 2026 Jul 23, 2026
WealthCare Investment Partners, LLC History No change 32,655 4,843 1.18% 1.18% 917 0 0.0% Q2 2026 Aug 10, 2026
Canopy Partners, LLC History No change 32,624 4,838 1.46% 1.46% 918 0 0.0% Q2 2026 Jul 22, 2026
Elyxium Wealth, LLC History No change 32,615 4,837 0.51% 0.51% 919 0 0.0% Q2 2026 Aug 03, 2026
Rothschild Wealth LLC History No change 32,600 4,834 0.39% 0.39% 920 0 0.0% Q2 2026 Aug 11, 2026
Hi-Line Capital Management, LLC History No change 32,580 4,831 1.36% 1.36% 921 0 0.0% Q2 2026 Jul 24, 2026
Endowment Wealth Management, Inc. History No change 32,391 4,803 1.86% 1.86% 922 0 0.0% Q2 2026 Aug 05, 2026
Jeter Robert S II History No change 32,997 4,803 4.6% 4.6% 923 0 0.0% Q2 2026 Jul 13, 2026
Stone Summit Wealth LLC History No change 32,352 4,798 1.22% 1.22% 924 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History No change 32,327 4,794 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 32,322 4,793 0.22% 0.22% 926 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 32,063 4,755 0.32% 0.32% 927 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 31,953 4,738 0.1% 0.1% 928 0 0.0% Q2 2026 Aug 06, 2026
Premier Path Wealth Partners, LLC History No change 31,943 4,737 0.54% 0.54% 929 0 0.0% Q2 2026 Jul 21, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 34,792 4,733 3.06% 3.19% 930 +2,275 7.0% Q3 2026 Oct 07, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 31,789 4,714 0.81% 0.81% 931 0 0.0% Q2 2026 Aug 14, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 31,771 4,711 1.96% 1.96% 932 0 0.0% Q2 2026 Jul 20, 2026
ADIRONDACK TRUST CO History No change 31,686 4,699 1.4% 1.4% 933 0 0.0% Q2 2026 Jul 16, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 31,652 4,694 0.13% 0.13% 934 0 0.0% Q2 2026 Aug 04, 2026
Providence Capital Advisors, LLC History No change 31,619 4,689 0.71% 0.71% 935 0 0.0% Q2 2026 Aug 11, 2026
NTV ASSET MANAGEMENT LLC History No change 31,536 4,677 0.46% 0.46% 936 0 0.0% Q2 2026 Aug 05, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 32,020 4,667 1.5% 1.5% 937 0 0.0% Q2 2026 Jul 23, 2026
Madison Park Capital Advisors, LLC History No change 56,147 4,664 3.32% 3.32% 938 0 0.0% Q2 2026 Jul 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 31,350 4,649 0.07% 0.07% 939 0 0.0% Q2 2026 Aug 10, 2026
Madden Advisory Services, Inc. History No change 31,306 4,642 1.66% 1.66% 940 0 0.0% Q2 2026 Aug 04, 2026
Corundum Trust Company, INC History No change 31,295 4,641 12.39% 12.39% 941 0 0.0% Q2 2026 Jul 29, 2026
Canal Capital Management, LLC History No change 31,057 4,606 0.56% 0.56% 942 0 0.0% Q2 2026 Jul 28, 2026
Fluent Financial, LLC History No change 31,013 4,599 1.64% 1.64% 943 0 0.0% Q2 2026 Jul 09, 2026
SIGNATUREFD, LLC History No change 30,963 4,592 0.06% 0.06% 944 0 0.0% Q2 2026 Jul 23, 2026
Waldron Private Wealth LLC History No change 30,942 4,588 0.16% 0.16% 945 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 30,830 4,572 0.05% 0.05% 946 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 30,799 4,568 0.18% 0.18% 947 0 0.0% Q2 2026 Aug 17, 2026
Variant Private Wealth, LLC History No change 30,744 4,559 5.13% 5.13% 948 0 0.0% Q2 2026 Aug 07, 2026
TRITONPOINT WEALTH, LLC History No change 30,728 4,557 0.45% 0.45% 949 0 0.0% Q2 2026 Aug 11, 2026
ZACKS INVESTMENT MANAGEMENT History No change 30,647 4,545 0.03% 0.03% 950 0 0.0% Q2 2026 Aug 13, 2026
Midwest Financial Group LLC History No change 30,580 4,535 1.59% 1.59% 951 0 0.0% Q2 2026 Jul 21, 2026
Eley Financial Management, Inc History No change 30,574 4,534 1.47% 1.47% 952 0 0.0% Q2 2026 Aug 11, 2026
Vericrest Private Wealth History No change 30,499 4,523 4.02% 4.02% 953 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 30,365 4,503 0.18% 0.18% 954 0 0.0% Q2 2026 Jul 27, 2026
Badgley Phelps Wealth Managers, LLC History No change 30,195 4,478 0.08% 0.08% 955 0 0.0% Q2 2026 Jul 31, 2026
Elm Partners Management LLC History No change 29,913 4,436 0.13% 0.13% 956 0 0.0% Q2 2026 Oct 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 29,882 4,431 0.26% 0.26% 957 0 0.0% Q2 2026 Aug 12, 2026
Baron Financial Group, LLC History No change 29,855 4,427 2.11% 2.11% 958 0 0.0% Q2 2026 Jul 09, 2026
Bristlecone Value Partners, LLC History No change 29,802 4,419 3.55% 3.55% 959 0 0.0% Q2 2026 Aug 13, 2026
First Western Trust Bank History No change 29,712 4,406 0.21% 0.21% 960 0 0.0% Q2 2026 Jul 29, 2026
1015 Capital Partners, LLC History No change 29,628 4,394 3.68% 3.68% 961 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 29,580 4,387 0.02% 0.02% 962 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 29,425 4,364 0.24% 0.24% 963 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 29,326 4,349 0.45% 0.45% 964 0 0.0% Q2 2026 Jul 16, 2026
Retirement Planning Group, LLC History No change 29,194 4,329 0.11% 0.11% 965 0 0.0% Q2 2026 Aug 05, 2026
ASL Financial, LLC History No change 29,161 4,324 3.05% 3.05% 966 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 29,061 4,310 0.22% 0.22% 967 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 29,045 4,307 0.08% 0.08% 968 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 28,982 4,298 0.29% 0.29% 969 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 28,968 4,296 0.63% 0.63% 970 0 0.0% Q2 2026 Aug 14, 2026
YANKCOM Partnership History No change 28,841 4,277 1.53% 1.53% 971 0 0.0% Q2 2026 Jul 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 28,811 4,273 0.16% 0.16% 972 0 0.0% Q2 2026 Jul 21, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 28,806 4,272 0.52% 0.52% 973 0 0.0% Q2 2026 Jul 27, 2026
FORTE ASSET MANAGEMENT LLC History No change 28,786 4,269 1.74% 1.74% 974 0 0.0% Q2 2026 Jul 21, 2026
OBSIDIAN CIO, LLC History No change 28,667 4,251 3.16% 3.16% 975 0 0.0% Q2 2026 Aug 03, 2026
Delta Wealth Advisors LLC History No change 28,612 4,243 3.03% 3.03% 976 0 0.0% Q2 2026 Jul 14, 2026
Gryphon Financial Partners LLC History No change 28,540 4,232 0.37% 0.37% 977 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 28,457 4,220 0.57% 0.57% 978 0 0.0% Q2 2026 Jul 24, 2026
Beaumont Financial Advisors, LLC History No change 28,414 4,214 0.27% 0.27% 979 0 0.0% Q2 2026 Aug 04, 2026
CoreFirst Bank & Trust History No change 28,403 4,212 2.09% 2.09% 980 0 0.0% Q2 2026 Aug 05, 2026
Windsor Capital Management, LLC History No change 28,391 4,210 1.09% 1.09% 981 0 0.0% Q2 2026 Jul 08, 2026
Destiny Capital Corp/CO History No change 28,338 4,202 1.95% 1.95% 982 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 28,240 4,188 0.19% 0.19% 983 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History No change 28,225 4,186 0.36% 0.36% 984 0 0.0% Q2 2026 Jul 08, 2026
Breakwater Capital Group History No change 28,193 4,181 0.5% 0.5% 985 0 0.0% Q2 2026 Jul 08, 2026
Dunhill Financial, LLC History No change 28,156 4,175 0.85% 0.85% 986 0 0.0% Q2 2026 Aug 07, 2026
Indivisible Partners History No change 28,030 4,157 0.23% 0.23% 987 0 0.0% Q2 2026 Aug 04, 2026
Intrua Financial, LLC History No change 27,914 4,139 0.38% 0.38% 988 0 0.0% Q2 2026 Jul 24, 2026
Jacobi Capital Management LLC History No change 27,824 4,126 0.2% 0.2% 989 0 0.0% Q2 2026 Jul 31, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 30,295 4,121 1.06% 1.21% 990 -996 -3.18% Q3 2026 Oct 06, 2026
Physician Wealth Advisors, Inc. History No change 27,773 4,119 0.49% 0.49% 991 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 27,745 4,114 0.15% 0.15% 992 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 27,617 4,095 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 13, 2026
JMG Financial Group, Ltd. History No change 27,568 4,088 0.1% 0.1% 994 0 0.0% Q2 2026 Jul 31, 2026
Alpha Financial Partners LLC History No change 27,540 4,084 2.15% 2.15% 995 0 0.0% Q2 2026 Aug 11, 2026
Illinois Municipal Retirement Fund History No change 27,500 4,078 0.05% 0.05% 996 0 0.0% Q2 2026 Aug 12, 2026
Annex Advisory Services, LLC History No change 27,444 4,070 0.07% 0.07% 997 0 0.0% Q2 2026 Jul 10, 2026
Verdence Capital Advisors LLC History No change 27,360 4,057 0.21% 0.21% 998 0 0.0% Q2 2026 Jul 29, 2026
GW&K Investment Management, LLC History No change 27,281 4,046 0.03% 0.03% 999 0 0.0% Q2 2026 Aug 12, 2026
FIRST MANHATTAN CO. LLC. History No change 27,185 4,031 0.01% 0.01% 1000 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 27,164 4,028 0.34% 0.34% 1001 0 0.0% Q2 2026 Jul 16, 2026
Westmount Partners, LLC History No change 27,146 4,025 0.88% 0.88% 1002 0 0.0% Q2 2026 Jul 07, 2026
EWA, LLC History No change 27,107 4,020 0.73% 0.73% 1003 0 0.0% Q2 2026 Jul 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 27,085 4,017 1.93% 1.93% 1004 0 0.0% Q2 2026 Aug 14, 2026
FIRST HAWAIIAN BANK History No change 26,968 3,999 0.51% 0.51% 1005 0 0.0% Q2 2026 Jul 13, 2026
Wiser Wealth Management, Inc History No change 26,953 3,997 0.76% 0.76% 1006 0 0.0% Q2 2026 Jul 14, 2026
Tilson Financial Group, Inc. History No change 26,881 3,986 1.1% 1.1% 1007 0 0.0% Q2 2026 Jul 27, 2026
1900 WEALTH MANAGEMENT LLC History No change 26,847 3,981 0.22% 0.22% 1008 0 0.0% Q2 2026 Aug 04, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 26,694 3,958 3.52% 3.52% 1009 0 0.0% Q2 2026 Aug 05, 2026
OKABENA INVESTMENT SERVICES INC History No change 26,641 3,951 0.71% 0.71% 1010 0 0.0% Q2 2026 Aug 04, 2026
Gallagher Capital Advisors, LLC History No change 26,635 3,950 2.26% 2.26% 1011 0 0.0% Q2 2026 Aug 04, 2026
Diversified Trust Co History No change 26,605 3,945 0.06% 0.06% 1012 0 0.0% Q2 2026 Jul 17, 2026
HUB Investment Partners, LLC History No change 26,477 3,926 0.07% 0.07% 1013 0 0.0% Q2 2026 Jul 31, 2026
Steigerwald, Gordon & Koch Inc. History No change 26,364 3,910 0.39% 0.39% 1014 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 26,338 3,901 0.4% 0.4% 1015 0 0.0% Q2 2026 Aug 13, 2026
Vawter Financial, Ltd. History No change 26,276 3,897 1.47% 1.47% 1016 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 26,233 3,890 2.98% 2.98% 1017 0 0.0% Q2 2026 Aug 11, 2026
BALANCED WEALTH GROUP LLC History No change 26,192 3,884 1.23% 1.23% 1018 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 26,088 3,869 0.61% 0.61% 1019 0 0.0% Q2 2026 Aug 13, 2026
True North Advisors, LLC History No change 26,006 3,856 0.37% 0.37% 1020 0 0.0% Q2 2026 Jul 22, 2026
Koshinski Asset Management, Inc. History No change 25,757 3,819 0.2% 0.2% 1021 0 0.0% Q2 2026 Jul 27, 2026
TPG Advisors LLC History No change 25,713 3,813 2.09% 2.09% 1022 0 0.0% Q2 2026 Jul 29, 2026
DBK Financial Counsel, LLC History No change 25,701 3,811 3.2% 3.2% 1023 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Wealth Management, LLC History No change 25,619 3,799 0.16% 0.16% 1024 0 0.0% Q2 2026 Jul 22, 2026
Newman Dignan & Sheerar, Inc. History No change 25,563 3,791 0.73% 0.73% 1025 0 0.0% Q2 2026 Jul 14, 2026
Essex Financial Services, Inc. History No change 25,433 3,771 0.19% 0.19% 1026 0 0.0% Q2 2026 Aug 10, 2026
Vigilare Wealth Management History No change 25,413 3,769 1.16% 1.16% 1027 0 0.0% Q2 2026 Jul 06, 2026
Mechanics Bank Trust Department History No change 25,242 3,743 0.46% 0.46% 1028 0 0.0% Q2 2026 Jul 07, 2026
Westside Investment Management, Inc. History No change 25,201 3,737 0.49% 0.49% 1029 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 25,202 3,737 0.54% 0.54% 1030 0 0.0% Q2 2026 Jul 21, 2026
Diversified Portfolios, Inc. History No change 25,174 3,733 0.27% 0.27% 1031 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 25,061 3,716 0.34% 0.34% 1032 0 0.0% Q2 2026 Aug 07, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 24,981 3,704 3.04% 3.04% 1033 0 0.0% Q2 2026 Jul 23, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 24,905 3,693 2.93% 2.93% 1034 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 24,856 3,686 0.28% 0.28% 1035 0 0.0% Q2 2026 Aug 12, 2026
Curat Global, LLC History No change 25,727 3,686 3.01% 3.01% 1036 0 0.0% Q2 2026 Jul 22, 2026
UNION SAVINGS BANK History No change 24,817 3,680 1.48% 1.48% 1037 0 0.0% Q2 2026 Jul 23, 2026
PCA Investment Advisory Services Inc. History No change 24,515 3,652 1.02% 1.02% 1038 0 0.0% Q2 2026 Jul 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 24,642 3,643 0.04% 0.04% 1039 0 0.0% Q2 2026 Aug 06, 2026
SHUFRO ROSE & CO LLC History No change 24,519 3,636 0.21% 0.21% 1040 0 0.0% Q2 2026 Aug 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 24,464 3,628 0.92% 0.92% 1041 0 0.0% Q2 2026 Jul 23, 2026
Wealthquest Corp History No change 24,361 3,613 0.23% 0.23% 1042 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 24,355 3,612 0.33% 0.33% 1043 0 0.0% Q2 2026 Jul 22, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 24,309 3,605 0.04% 0.04% 1044 0 0.0% Q2 2026 Aug 11, 2026
Armbruster Capital Management, Inc. History No change 24,238 3,594 0.54% 0.54% 1045 0 0.0% Q2 2026 Jul 16, 2026
United Community Bank History No change 24,222 3,592 1.11% 1.11% 1046 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 24,204 3,589 0.05% 0.05% 1047 0 0.0% Q2 2026 Aug 14, 2026
Municipal Employees' Retirement System of Michigan History No change 24,129 3,579 0.04% 0.04% 1048 0 0.0% Q2 2026 Aug 10, 2026
Independent Family Office, LLC History No change 24,096 3,573 1.44% 1.44% 1049 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 24,010 3,561 0.26% 0.26% 1050 0 0.0% Q2 2026 Aug 03, 2026
Montis Financial, LLC History No change 23,940 3,550 0.73% 0.73% 1051 0 0.0% Q2 2026 Aug 05, 2026
LARCH CAPITAL PARTNERS LLC History No change 23,936 3,549 0.51% 0.51% 1052 0 0.0% Q2 2026 Aug 17, 2026
Viewpoint Capital Management LLC History No change 23,899 3,544 1.81% 1.81% 1053 0 0.0% Q2 2026 Aug 04, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 23,889 3,542 0.84% 0.84% 1054 0 0.0% Q2 2026 Jul 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 23,850 3,537 0.95% 0.95% 1055 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 23,852 3,537 0.21% 0.21% 1056 0 0.0% Q2 2026 Jul 29, 2026
Samalin Investment Counsel, LLC History No change 23,808 3,531 1.1% 1.1% 1057 0 0.0% Q2 2026 Jul 27, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 23,721 3,518 1.23% 1.23% 1058 0 0.0% Q2 2026 Jul 22, 2026
Precision Wealth Strategies, LLC History No change 23,719 3,517 1.06% 1.06% 1059 0 0.0% Q2 2026 Aug 10, 2026
LOM Asset Management Ltd History No change 23,703 3,515 0.91% 0.91% 1060 0 0.0% Q2 2026 Aug 04, 2026
ALLSTATE CORP History No change 23,697 3,514 0.04% 0.04% 1061 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 23,459 3,479 1.68% 1.68% 1062 0 0.0% Q2 2026 Jul 14, 2026
49 WEALTH MANAGEMENT, LLC History No change 23,403 3,470 0.66% 0.66% 1063 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 23,403 3,470 0.66% 0.66% 1064 0 0.0% Q2 2026 Aug 14, 2026
Intrinsic Value Partners, LLC History No change 23,216 3,443 2.35% 2.35% 1065 0 0.0% Q2 2026 Jul 14, 2026
New Hampshire Trust History No change 23,125 3,429 0.65% 0.65% 1066 0 0.0% Q2 2026 Jul 27, 2026
Black Diamond Financial, LLC History No change 23,107 3,427 0.3% 0.3% 1067 0 0.0% Q2 2026 Aug 04, 2026
Midwest Professional Planners, LTD. History No change 23,051 3,418 0.67% 0.67% 1068 0 0.0% Q2 2026 Aug 05, 2026
Bronte Capital Management Pty Ltd. History No change 23,004 3,411 0.37% 0.37% 1069 0 0.0% Q2 2026 Aug 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 22,990 3,409 0.03% 0.03% 1070 0 0.0% Q2 2026 Sep 23, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 22,973 3,407 1.23% 1.23% 1071 0 0.0% Q2 2026 Aug 07, 2026
Keebeck Wealth Management History No change 22,968 3,406 0.33% 0.33% 1072 0 0.0% Q2 2026 Aug 11, 2026
Journey Beyond Wealth, LLC History No change 22,948 3,403 2.66% 2.66% 1073 0 0.0% Q2 2026 Aug 05, 2026
SOA Wealth Advisors, LLC. History No change 22,895 3,395 0.57% 0.57% 1074 0 0.0% Q2 2026 Jul 21, 2026
NerdWallet Wealth Partners, LLC History No change 22,810 3,382 1.17% 1.17% 1075 0 0.0% Q2 2026 Jul 07, 2026
Woodside Wealth Management LLC History No change 22,741 3,372 2.35% 2.35% 1076 0 0.0% Q2 2026 Jul 24, 2026
Inspire Advisors, LLC History No change 22,679 3,362 0.23% 0.23% 1077 0 0.0% Q2 2026 Aug 13, 2026
AdvisorShares Investments LLC History No change 22,600 3,351 0.4% 0.4% 1078 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 22,594 3,350 0.2% 0.2% 1079 0 0.0% Q2 2026 Aug 11, 2026
CM WEALTH ADVISORS LLC History No change 22,559 3,345 0.6% 0.6% 1080 0 0.0% Q2 2026 Aug 10, 2026
Greenwich Wealth Management LLC History No change 22,539 3,343 0.12% 0.12% 1081 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 22,475 3,333 0.33% 0.33% 1082 0 0.0% Q2 2026 Jul 28, 2026
TopTier Wealth Management, LLC History No change 22,479 3,333 2.01% 2.01% 1083 0 0.0% Q2 2026 Jul 14, 2026
Arete Wealth Advisors, LLC History No change 22,412 3,323 0.22% 0.22% 1084 0 0.0% Q2 2026 Aug 12, 2026
Astra Wealth Partners LLC History No change 22,384 3,319 1.76% 1.76% 1085 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 22,362 3,316 0.66% 0.66% 1086 0 0.0% Q2 2026 Aug 11, 2026
ETF Portfolio Partners, Inc. History No change 22,340 3,313 0.79% 0.79% 1087 0 0.0% Q2 2026 Jul 13, 2026
Capital Squared Financial LLC History No change 22,156 3,286 2.15% 2.15% 1088 0 0.0% Q2 2026 Jul 21, 2026
Innovative Wealth Building LLC History No change 22,137 3,283 1.91% 1.91% 1089 0 0.0% Q2 2026 Jul 23, 2026
VeraBank, N.A. History No change 22,118 3,280 0.54% 0.54% 1090 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 21,975 3,259 0.41% 0.41% 1091 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 22,174 3,255 0.3% 0.3% 1092 0 0.0% Q2 2026 Jul 07, 2026
Wealth Management Partners, LLC History No change 21,934 3,253 0.77% 0.77% 1093 0 0.0% Q2 2026 Jul 22, 2026
Quotient Wealth Partners, LLC History No change 21,870 3,243 0.08% 0.08% 1094 0 0.0% Q2 2026 Aug 03, 2026
BridgePort Financial Solutions, LLC History No change 21,857 3,241 0.82% 0.82% 1095 0 0.0% Q2 2026 Jul 24, 2026
Allspring Global Investments Holdings, LLC History No change 21,948 3,238 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 21,755 3,226 2.51% 2.51% 1097 0 0.0% Q2 2026 Jul 24, 2026
CULBERTSON A N & CO INC History No change 21,741 3,224 0.38% 0.38% 1098 0 0.0% Q2 2026 Jul 29, 2026
Laird Norton Wetherby Trust Company, LLC History No change 21,659 3,212 0.06% 0.06% 1099 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 21,658 3,212 0.09% 0.09% 1100 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Bancorp, Inc. History No change 21,644 3,210 0.83% 0.83% 1101 0 0.0% Q2 2026 Jul 28, 2026
Strive Financial Group ,LLC History No change 21,644 3,210 1.39% 1.39% 1102 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 21,633 3,208 0.31% 0.31% 1103 0 0.0% Q2 2026 Aug 11, 2026
Family Office Research LLC History No change 21,623 3,206 1.2% 1.2% 1104 0 0.0% Q2 2026 Jul 27, 2026
Blue Edge Capital, LLC History No change 21,557 3,197 0.38% 0.38% 1105 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 21,491 3,187 0.09% 0.09% 1106 0 0.0% Q2 2026 Jul 07, 2026
Emergent Wealth Advisors, LLC History No change 21,396 3,181 1.65% 1.65% 1107 0 0.0% Q2 2026 Jul 13, 2026
McGlone Suttner Wealth Management, Inc. History No change 21,423 3,177 0.37% 0.37% 1108 0 0.0% Q2 2026 Jul 21, 2026
David J Yvars Group History No change 21,393 3,172 1.5% 1.5% 1109 0 0.0% Q2 2026 Jul 07, 2026
Peterson Wealth Advisors, LLC History No change 21,252 3,151 0.37% 0.37% 1110 0 0.0% Q2 2026 Aug 10, 2026
Novak & Powell Financial Services, Inc. History No change 21,206 3,145 1.48% 1.48% 1111 0 0.0% Q2 2026 Aug 11, 2026
AMES NATIONAL CORP History No change 21,151 3,136 1.73% 1.73% 1112 0 0.0% Q2 2026 Aug 13, 2026
Invera Wealth Advisors, LLC History No change 21,143 3,135 1.68% 1.68% 1113 0 0.0% Q2 2026 Jul 29, 2026
Evanson Financial, LLC History No change 21,056 3,122 0.15% 0.15% 1114 0 0.0% Q2 2026 Jul 07, 2026
TruNorth Capital Management, LLC History No change 21,033 3,119 0.5% 0.5% 1115 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 20,962 3,108 0.1% 0.1% 1116 0 0.0% Q2 2026 Jul 24, 2026
Plancorp, LLC History No change 21,346 3,094 0.08% 0.08% 1117 0 0.0% Q2 2026 Jul 14, 2026
Chevy Chase Trust Holdings, LLC History No change 20,777 3,081 0.01% 0.01% 1118 0 0.0% Q2 2026 Aug 14, 2026
RiverGlades Family Offices LLC History No change 20,749 3,077 1.41% 1.41% 1119 0 0.0% Q2 2026 Aug 10, 2026
Lewis Asset Management, LLC History No change 20,716 3,072 1.08% 1.08% 1120 0 0.0% Q2 2026 Jul 21, 2026
ARVEST INVESTMENTS, INC. History No change 20,696 3,069 0.37% 0.37% 1121 0 0.0% Q2 2026 Jul 17, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 20,517 3,042 2.14% 2.14% 1122 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 22,333 3,038 0.28% 0.3% 1124 -1,039 -4.45% Q3 2026 Oct 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 20,488 3,038 0.15% 0.15% 1123 0 0.0% Q2 2026 Aug 11, 2026
NOVEM GROUP History No change 20,482 3,037 0.31% 0.31% 1125 0 0.0% Q2 2026 Jul 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 20,462 3,034 0.34% 0.34% 1126 0 0.0% Q2 2026 Jul 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 20,451 3,033 0.4% 0.4% 1127 0 0.0% Q2 2026 Aug 11, 2026
LCW Services, LLC History No change 20,455 3,033 1.32% 1.32% 1128 0 0.0% Q2 2026 Jul 30, 2026
Dana Investment Advisors, Inc. History No change 20,448 3,032 0.08% 0.08% 1129 0 0.0% Q2 2026 Aug 13, 2026
Narwhal Capital Management History No change 20,450 3,032 0.21% 0.21% 1130 0 0.0% Q2 2026 Jul 24, 2026
RVW Wealth, LLC History Added to 22,213 3,021 0.19% 0.22% 1131 +4 0.02% Q3 2026 Oct 06, 2026
Mann Financial Group, Inc. History No change 20,367 3,020 2.53% 2.53% 1132 0 0.0% Q2 2026 Jul 22, 2026
GC Wealth Management RIA, LLC History No change 20,303 3,011 0.17% 0.17% 1133 0 0.0% Q2 2026 Jul 16, 2026
Busey Bank History No change 20,299 3,010 0.07% 0.07% 1134 0 0.0% Q2 2026 Aug 13, 2026
Pines Wealth Management, LLC History No change 20,277 3,007 0.86% 0.86% 1135 0 0.0% Q2 2026 Jul 22, 2026
DAVIS R M INC History No change 20,131 2,985 0.05% 0.05% 1136 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 20,119 2,983 0.31% 0.31% 1137 0 0.0% Q2 2026 Aug 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 20,090 2,979 0.3% 0.3% 1138 0 0.0% Q2 2026 Jul 28, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 19,979 2,963 1.07% 1.07% 1139 0 0.0% Q2 2026 Jul 23, 2026
Argyle Capital Partners, LLC History No change 19,953 2,959 1.86% 1.86% 1140 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL COUNSELORS INC History No change 19,933 2,956 4.07% 4.07% 1141 0 0.0% Q2 2026 Aug 04, 2026
AGF MANAGEMENT LTD History No change 19,915 2,953 0.01% 0.01% 1142 0 0.0% Q2 2026 Aug 10, 2026
Atwater Malick LLC History No change 19,829 2,940 0.64% 0.64% 1143 0 0.0% Q2 2026 Jul 27, 2026
Aspect Partners, LLC History No change 19,826 2,940 1.1% 1.1% 1144 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 19,792 2,935 0.15% 0.15% 1145 0 0.0% Q2 2026 Jul 16, 2026
Fort Point Capital Partners LLC History No change 19,737 2,927 0.2% 0.2% 1146 0 0.0% Q2 2026 Aug 14, 2026
BXM Wealth LLC History No change 19,685 2,919 1.59% 1.59% 1147 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 19,623 2,910 0.34% 0.34% 1148 0 0.0% Q2 2026 Jul 24, 2026
EQ LLC History No change 19,582 2,904 0.71% 0.71% 1149 0 0.0% Q2 2026 Jul 23, 2026
Ascent Group, LLC History No change 19,533 2,896 0.09% 0.09% 1150 0 0.0% Q2 2026 Aug 03, 2026
Crusonia Wealth Advisors LLC History No change 19,511 2,893 0.47% 0.47% 1151 0 0.0% Q2 2026 Jul 30, 2026
Gerald Baker Financial Group LLC History No change 19,421 2,880 0.82% 0.82% 1152 0 0.0% Q2 2026 Aug 03, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 19,400 2,877 1.5% 1.5% 1153 0 0.0% Q2 2026 Aug 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 19,397 2,876 1.33% 1.33% 1154 0 0.0% Q2 2026 Jul 29, 2026
Harbour Capital Advisors, LLC History No change 19,729 2,871 0.52% 0.52% 1155 0 0.0% Q2 2026 Jul 15, 2026
Tranquility Partners, LLC History No change 19,280 2,859 0.98% 0.98% 1156 0 0.0% Q2 2026 Jul 23, 2026
Marin Bay Wealth Advisors, LLC History No change 19,180 2,844 1.53% 1.53% 1157 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 22,838 2,838 0.08% 0.08% 1158 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 19,076 2,829 0.14% 0.14% 1159 0 0.0% Q2 2026 Aug 07, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 19,048 2,825 0.7% 0.7% 1160 0 0.0% Q2 2026 Jul 24, 2026
STALEY CAPITAL ADVISERS INC History No change 18,991 2,816 0.11% 0.11% 1161 0 0.0% Q2 2026 Aug 11, 2026
Balentine LLC History No change 18,889 2,801 0.1% 0.1% 1162 0 0.0% Q2 2026 Aug 06, 2026
Flavin Financial Services, Inc. History No change 18,860 2,797 1.59% 1.59% 1163 0 0.0% Q2 2026 Aug 13, 2026
Missouri Trust & Investment Co History No change 18,968 2,759 0.75% 0.75% 1164 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 18,729 2,759 0.09% 0.09% 1165 0 0.0% Q2 2026 Aug 12, 2026
Narus Financial Partners, LLC History No change 18,532 2,748 0.71% 0.71% 1166 0 0.0% Q2 2026 Jul 31, 2026
Accurate Wealth Management, LLC History No change 18,694 2,721 0.26% 0.26% 1167 0 0.0% Q2 2026 Jul 14, 2026
Cornell Pochily Investment Advisors, Inc. History No change 18,338 2,719 0.73% 0.73% 1168 0 0.0% Q2 2026 Jul 15, 2026
Affinity Capital Advisors, LLC History No change 18,485 2,713 0.34% 0.34% 1169 0 0.0% Q2 2026 Jul 08, 2026
Owl Creek Wealth Partners LLC History No change 18,290 2,712 0.79% 0.79% 1170 0 0.0% Q2 2026 Jul 20, 2026
Lionsbridge Wealth Management LLC History No change 18,222 2,702 2.65% 2.65% 1171 0 0.0% Q2 2026 Aug 05, 2026
Roberts Wealth Advisors, LLC History No change 18,197 2,698 0.61% 0.61% 1172 0 0.0% Q2 2026 Jul 29, 2026
St. Clair Advisors, LLC History No change 18,162 2,693 0.69% 0.69% 1173 0 0.0% Q2 2026 Jul 06, 2026
B. Riley Wealth Advisors, Inc. History No change 18,273 2,692 0.14% 0.14% 1174 0 0.0% Q2 2026 Jul 14, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 18,131 2,689 1.44% 1.44% 1175 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 18,087 2,682 0.24% 0.24% 1176 0 0.0% Q2 2026 Aug 10, 2026
FULTON BANK, N.A. History No change 18,049 2,676 0.08% 0.08% 1177 0 0.0% Q2 2026 Jul 09, 2026
Sage Financial Management Group, Inc. History No change 18,034 2,674 0.73% 0.73% 1178 0 0.0% Q2 2026 Jul 24, 2026
Core Wealth Advisors, Inc. History No change 17,970 2,665 0.54% 0.54% 1179 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 17,913 2,656 0.59% 0.59% 1180 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 17,906 2,655 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 06, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 17,898 2,654 1.12% 1.12% 1182 0 0.0% Q2 2026 Jul 13, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 17,801 2,640 0.6% 0.6% 1183 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Advisors, LLC History No change 17,717 2,627 0.14% 0.14% 1184 0 0.0% Q2 2026 Aug 11, 2026
Legacies Wealth LLC History No change 17,686 2,623 1.44% 1.44% 1185 0 0.0% Q2 2026 Jul 22, 2026
Sunbeam Capital Management, LLC History No change 17,664 2,619 1.2% 1.2% 1186 0 0.0% Q2 2026 Jul 14, 2026
Revolve Wealth Partners, LLC History No change 17,635 2,615 0.27% 0.27% 1187 0 0.0% Q2 2026 Jul 09, 2026
Zhang Financial LLC History No change 17,553 2,603 0.08% 0.08% 1188 0 0.0% Q2 2026 Jul 30, 2026
SBI Securities Co., Ltd. History No change 17,537 2,600 0.06% 0.06% 1189 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Advisors Inc. History No change 17,487 2,593 0.45% 0.45% 1190 0 0.0% Q2 2026 Jul 16, 2026
Intergy Private Wealth, LLC History No change 17,490 2,593 0.6% 0.6% 1191 0 0.0% Q2 2026 Jul 17, 2026
MidFirst Bank History No change 17,481 2,592 0.18% 0.18% 1192 0 0.0% Q2 2026 Aug 07, 2026
Bernicke Wealth Management, Ltd. History No change 17,409 2,581 0.3% 0.3% 1193 0 0.0% Q2 2026 Aug 11, 2026
Wilkins Miller Wealth Management, LLC History No change 17,394 2,579 1.42% 1.42% 1194 0 0.0% Q2 2026 Jul 21, 2026
Eagle Strategies LLC History No change 17,374 2,576 0.26% 0.26% 1195 0 0.0% Q2 2026 Jul 21, 2026
Obermeyer Wealth Partners History No change 17,307 2,566 0.1% 0.1% 1196 0 0.0% Q2 2026 Jul 29, 2026
Cordgrass Capital Advisors, LLC History No change 17,302 2,566 0.96% 0.96% 1197 0 0.0% Q2 2026 Aug 06, 2026
ABLE Financial Group, LLC History No change 17,304 2,566 0.43% 0.43% 1198 0 0.0% Q2 2026 Jul 22, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 17,274 2,561 0.46% 0.46% 1199 0 0.0% Q2 2026 Aug 04, 2026
VIAWEALTH, LLC History No change 17,270 2,561 1.29% 1.29% 1200 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 17,254 2,558 0.1% 0.1% 1201 0 0.0% Q2 2026 Aug 10, 2026
Columbia Bank History No change 17,254 2,558 0.57% 0.57% 1202 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors, Ltd. LLC History No change 17,161 2,545 0.26% 0.26% 1203 0 0.0% Q2 2026 Jul 16, 2026
Heritage Wealth Management, Inc./Texas History No change 17,114 2,538 0.98% 0.98% 1204 0 0.0% Q2 2026 Aug 10, 2026
LFG Wealth Partners, LLC History No change 17,105 2,536 1.19% 1.19% 1205 0 0.0% Q2 2026 Aug 04, 2026
McNamara Financial Services, Inc. History No change 17,051 2,528 0.44% 0.44% 1206 0 0.0% Q2 2026 Jul 22, 2026
Kohmann Bosshard Financial Services, LLC History No change 16,965 2,516 0.21% 0.21% 1207 0 0.0% Q2 2026 Jul 14, 2026
SWP FINANCIAL LLC History No change 16,957 2,514 1.16% 1.16% 1208 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 16,929 2,510 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 16,917 2,508 0.21% 0.21% 1210 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA SECURITIES, LLC History No change 16,908 2,507 0.22% 0.22% 1211 0 0.0% Q2 2026 Aug 14, 2026
Thrive Wealth Management, LLC History No change 16,875 2,502 0.32% 0.32% 1212 0 0.0% Q2 2026 Jul 07, 2026
Blue Line Capital, LLC / IL History No change 16,864 2,501 2.09% 2.09% 1213 0 0.0% Q2 2026 Jul 30, 2026
DELTA FINANCIAL ADVISORS LLC History No change 16,853 2,499 0.59% 0.59% 1214 0 0.0% Q2 2026 Aug 05, 2026
Foundation Wealth Management, LLC\PA History No change 16,812 2,493 0.75% 0.75% 1215 0 0.0% Q2 2026 Jul 21, 2026
Stratos Investment Management, LLC History No change 16,808 2,492 0.09% 0.09% 1216 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 16,713 2,478 0.03% 0.03% 1217 0 0.0% Q2 2026 Aug 05, 2026
MEANS INVESTMENT CO., INC. History No change 16,682 2,474 0.19% 0.19% 1218 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 16,646 2,468 0.25% 0.25% 1219 0 0.0% Q2 2026 Jul 31, 2026
Baldwin Investment Management, LLC History No change 16,615 2,464 0.24% 0.24% 1220 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 16,591 2,460 0.49% 0.49% 1221 0 0.0% Q2 2026 Jul 22, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 16,563 2,456 0.59% 0.59% 1222 0 0.0% Q2 2026 Jul 09, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 16,528 2,451 0.96% 0.96% 1223 0 0.0% Q2 2026 Jul 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 16,456 2,440 0.14% 0.14% 1224 0 0.0% Q2 2026 Jul 15, 2026
Sunburst Financial Group, LLC History No change 16,455 2,440 0.4% 0.4% 1225 0 0.0% Q2 2026 Jul 08, 2026
First County Bank /CT/ History No change 16,454 2,440 1.15% 1.15% 1226 0 0.0% Q2 2026 Jul 02, 2026
Sepio Capital, LP History No change 16,443 2,438 0.12% 0.12% 1227 0 0.0% Q2 2026 Jul 28, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 16,378 2,429 0.17% 0.17% 1228 0 0.0% Q2 2026 Aug 07, 2026
RiverFront Investment Group, LLC History No change 16,300 2,417 0.03% 0.03% 1229 0 0.0% Q2 2026 Jul 29, 2026
PFG Investments, LLC History No change 16,271 2,413 0.09% 0.09% 1230 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,270 2,412 0.03% 0.03% 1231 0 0.0% Q2 2026 Aug 13, 2026
MAYPORT, LLC History No change 16,248 2,409 0.37% 0.37% 1232 0 0.0% Q2 2026 Aug 07, 2026
Forza Wealth Management, LLC History No change 16,186 2,400 0.74% 0.74% 1233 0 0.0% Q2 2026 Jul 17, 2026
Ellevest, Inc. History No change 16,504 2,387 0.28% 0.28% 1234 0 0.0% Q2 2026 Aug 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 16,002 2,373 0.24% 0.24% 1235 0 0.0% Q2 2026 Jul 16, 2026
Tower Research Capital LLC (TRC) History No change 15,952 2,365 0.06% 0.06% 1236 0 0.0% Q2 2026 Aug 11, 2026
Almanack Investment Partners, LLC. History No change 15,917 2,360 0.3% 0.3% 1237 0 0.0% Q2 2026 Jul 30, 2026
Hudson Oak Wealth Advisory LLC History No change 15,904 2,358 1.82% 1.82% 1238 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT GUYS FORMULA LLC History No change 15,925 2,353 0.89% 0.89% 1239 0 0.0% Q2 2026 Jul 30, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 15,865 2,352 1.58% 1.58% 1240 0 0.0% Q2 2026 Jul 10, 2026
NBH Bank History No change 15,827 2,347 0.99% 0.99% 1241 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 15,817 2,345 0.37% 0.37% 1242 0 0.0% Q2 2026 Jul 28, 2026
Invst, LLC History No change 15,730 2,332 0.23% 0.23% 1243 0 0.0% Q2 2026 Aug 14, 2026
Parkwoods Wealth Partners, LLC History No change 15,693 2,327 0.37% 0.37% 1244 0 0.0% Q2 2026 Jul 27, 2026
Great Diamond Partners, LLC History No change 15,651 2,321 0.4% 0.4% 1245 0 0.0% Q2 2026 Jul 17, 2026
LVZ, Inc. History No change 15,648 2,320 0.24% 0.24% 1246 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History Reduced 17,011 2,314 0.04% 0.04% 1247 -833 -4.67% Q3 2026 Oct 05, 2026
Rockwood Wealth Management, LLC History No change 15,471 2,294 0.14% 0.14% 1248 0 0.0% Q2 2026 Jul 13, 2026
Second Line Capital, LLC History No change 15,420 2,286 0.43% 0.43% 1249 0 0.0% Q2 2026 Sep 02, 2026
Boston Trust Walden Corp History No change 15,390 2,282 0.02% 0.02% 1250 0 0.0% Q2 2026 Jul 24, 2026
Alpine Bank Wealth Management History No change 15,385 2,281 0.29% 0.29% 1251 0 0.0% Q2 2026 Aug 07, 2026
Hilltop National Bank History No change 15,360 2,278 0.49% 0.49% 1252 0 0.0% Q2 2026 Jul 01, 2026
Institute for Wealth Management, LLC. History No change 15,340 2,275 0.2% 0.2% 1253 0 0.0% Q2 2026 Jul 28, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 15,329 2,273 0.42% 0.42% 1254 0 0.0% Q2 2026 Aug 06, 2026
Azimuth Capital Investment Management LLC History No change 15,270 2,264 0.08% 0.08% 1255 0 0.0% Q2 2026 Aug 12, 2026
Kellett Wealth Advisors, LLC History No change 15,255 2,262 1.05% 1.05% 1256 0 0.0% Q2 2026 Jul 23, 2026
STOCK YARDS BANK & TRUST CO History No change 15,214 2,256 0.06% 0.06% 1257 0 0.0% Q2 2026 Aug 19, 2026
Expressive Wealth LLC History No change 15,189 2,252 2.13% 2.13% 1258 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 15,166 2,249 0.0% 0.0% 1259 0 0.0% Q2 2026 Aug 14, 2026
SevenBridge Financial Group, LLC History No change 15,064 2,243 0.33% 0.33% 1260 0 0.0% Q2 2026 Aug 12, 2026
Quadcap Wealth Management, LLC History No change 15,031 2,229 0.22% 0.22% 1261 0 0.0% Q2 2026 Jul 31, 2026
TRUE Private Wealth Advisors History No change 15,015 2,226 0.19% 0.19% 1262 0 0.0% Q2 2026 Jul 23, 2026
Grey Ledge Advisors, LLC History No change 15,008 2,225 0.45% 0.45% 1263 0 0.0% Q2 2026 Jul 27, 2026
CORA CAPITAL ADVISORS LLC History No change 14,999 2,224 0.62% 0.62% 1264 0 0.0% Q2 2026 Jul 24, 2026
Talisman Wealth Advisors LLC History No change 14,990 2,223 1.65% 1.65% 1265 0 0.0% Q2 2026 Aug 14, 2026
Joel Adams & Associates, Inc. History No change 14,905 2,210 1.42% 1.42% 1266 0 0.0% Q2 2026 Aug 06, 2026
Penobscot Investment Management Company, Inc. History No change 14,834 2,200 0.15% 0.15% 1267 0 0.0% Q2 2026 Jul 24, 2026
Provenance Wealth Advisors, LLC History No change 14,837 2,200 0.21% 0.21% 1268 0 0.0% Q2 2026 Jul 24, 2026
Urban Wealth Management, LLC History No change 14,817 2,197 1.92% 1.92% 1269 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 14,807 2,196 0.04% 0.04% 1270 0 0.0% Q2 2026 Aug 11, 2026
Firestone Capital Management History No change 14,812 2,196 0.41% 0.41% 1271 0 0.0% Q2 2026 Jul 31, 2026
Resurgent Financial Advisors LLC History No change 14,809 2,196 0.61% 0.61% 1272 0 0.0% Q2 2026 Aug 14, 2026
BEARING POINT CAPITAL, LLC History No change 14,804 2,195 0.3% 0.3% 1273 0 0.0% Q2 2026 Aug 11, 2026
BlueSky Wealth Advisors, LLC History No change 14,748 2,187 0.25% 0.25% 1274 0 0.0% Q2 2026 Jul 28, 2026
John W. Brooker & Co., CPAs History No change 14,731 2,184 2.64% 2.64% 1275 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 14,723 2,183 0.14% 0.14% 1276 0 0.0% Q2 2026 Jul 30, 2026
High Net Worth Advisory Group LLC History No change 14,694 2,179 0.46% 0.46% 1277 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 14,670 2,175 0.0% 0.0% 1278 0 0.0% Q2 2026 Aug 11, 2026
JT Stratford LLC History No change 14,597 2,164 0.24% 0.24% 1279 0 0.0% Q2 2026 Aug 14, 2026
Uniting Wealth Partners, LLC History No change 14,517 2,153 0.44% 0.44% 1280 0 0.0% Q2 2026 Aug 06, 2026
NORTH DALLAS BANK & TRUST CO History No change 14,510 2,151 1.28% 1.28% 1281 0 0.0% Q2 2026 Jul 13, 2026
SeaBridge Investment Advisors LLC History No change 14,491 2,149 0.31% 0.31% 1282 0 0.0% Q2 2026 Jul 17, 2026
Colorado Capital Management, Inc. History No change 14,491 2,149 0.73% 0.73% 1283 0 0.0% Q2 2026 Jul 08, 2026
Carrera Capital Advisors History No change 14,438 2,141 0.32% 0.32% 1284 0 0.0% Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History No change 14,480 2,139 0.14% 0.14% 1285 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 14,403 2,136 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 04, 2026
Interchange Capital Partners, LLC History No change 14,403 2,136 0.4% 0.4% 1287 0 0.0% Q2 2026 Jul 20, 2026
ROMAN BUTLER FULLERTON & CO History No change 14,719 2,134 0.51% 0.51% 1288 0 0.0% Q2 2026 Aug 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 15,673 2,132 1.37% 1.45% 1289 -423 -2.63% Q3 2026 Oct 07, 2026
Baker Avenue Asset Management, LP History No change 14,349 2,128 0.04% 0.04% 1290 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 14,353 2,128 0.3% 0.3% 1291 0 0.0% Q2 2026 Jul 16, 2026
International Private Wealth Advisors LLC History No change 14,305 2,121 1.09% 1.09% 1292 0 0.0% Q2 2026 Aug 07, 2026
Inman Jager Wealth Management, LLC History No change 14,286 2,118 1.13% 1.13% 1293 0 0.0% Q2 2026 Aug 07, 2026
MKD WEALTH COACHES, LLC History No change 14,268 2,116 1.81% 1.81% 1294 0 0.0% Q2 2026 Jul 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 14,335 2,112 0.01% 0.01% 1295 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 14,197 2,105 0.01% 0.01% 1296 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY ADVISORS, INC. History No change 14,163 2,100 1.41% 1.41% 1297 0 0.0% Q2 2026 Jul 24, 2026
Kassira Wealth Management LLC History No change 14,115 2,093 1.68% 1.68% 1298 0 0.0% Q2 2026 Aug 07, 2026
Financial Planning Hawaii, Inc. History No change 14,073 2,087 1.12% 1.12% 1299 0 0.0% Q2 2026 Jul 23, 2026
Michael Brady & Co., LLC History No change 14,027 2,080 1.84% 1.84% 1300 0 0.0% Q2 2026 Aug 13, 2026
BRADY FAMILY WEALTH, LLC History No change 13,970 2,071 0.6% 0.6% 1301 0 0.0% Q2 2026 Jul 13, 2026
Summit Global Investments History No change 13,936 2,067 0.11% 0.11% 1302 0 0.0% Q2 2026 Aug 03, 2026
Goldstein Advisors, LLC History No change 13,917 2,064 0.19% 0.19% 1303 0 0.0% Q2 2026 Jul 20, 2026
Avion Wealth History No change 13,873 2,057 0.38% 0.38% 1304 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 13,869 2,056 0.14% 0.14% 1305 0 0.0% Q2 2026 Jul 29, 2026
AWM CAPITAL, LLC History No change 13,849 2,053 0.16% 0.16% 1306 0 0.0% Q2 2026 Jul 31, 2026
Retirement Investment Advisors, Inc. History No change 14,161 2,053 0.15% 0.15% 1307 0 0.0% Q2 2026 Jul 15, 2026
GTS SECURITIES LLC History No change 13,821 2,049 0.04% 0.04% 1308 0 0.0% Q2 2026 Aug 14, 2026
Peak Asset Management, LLC History No change 13,795 2,045 0.3% 0.3% 1309 0 0.0% Q2 2026 Aug 13, 2026
WP Advisors, LLC History No change 13,775 2,042 0.49% 0.49% 1310 0 0.0% Q2 2026 Jul 29, 2026
Odyssey Capital Advisors, Inc. History No change 13,762 2,041 1.46% 1.46% 1311 0 0.0% Q2 2026 Jul 31, 2026
Compass Wealth Management LLC History No change 13,752 2,039 0.39% 0.39% 1312 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 13,710 2,033 0.02% 0.02% 1313 0 0.0% Q2 2026 Jul 21, 2026
Global View Capital Management LLC History No change 13,631 2,021 0.42% 0.42% 1314 0 0.0% Q2 2026 Jul 23, 2026
REGATTA CAPITAL GROUP, LLC History No change 13,601 2,017 0.27% 0.27% 1315 0 0.0% Q2 2026 Aug 12, 2026
RMR Wealth Builders History No change 13,572 2,012 0.12% 0.12% 1316 0 0.0% Q2 2026 Jul 24, 2026
Jump Financial, LLC History No change 13,526 2,006 0.02% 0.02% 1317 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 13,512 2,003 0.22% 0.22% 1318 0 0.0% Q2 2026 Jul 23, 2026
Secure Asset Management, LLC History No change 13,423 1,990 0.28% 0.28% 1319 0 0.0% Q2 2026 Jul 15, 2026
RCW Management, LLC History No change 13,412 1,989 1.78% 1.78% 1320 0 0.0% Q2 2026 Jul 21, 2026
Yanni & Associates Investment Advisors, LLC History No change 13,210 1,959 1.81% 1.81% 1321 0 0.0% Q2 2026 Jul 08, 2026
Center for Financial Planning, Inc. History No change 13,188 1,955 0.18% 0.18% 1322 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 13,111 1,944 0.16% 0.16% 1323 0 0.0% Q2 2026 Aug 06, 2026
O'Brien Greene & Co. Inc History No change 13,106 1,943 0.54% 0.54% 1324 0 0.0% Q2 2026 Aug 06, 2026
SWS Partners History No change 13,074 1,939 0.42% 0.42% 1325 0 0.0% Q2 2026 Aug 03, 2026
Keenan, LLC History No change 13,051 1,935 1.37% 1.37% 1326 0 0.0% Q2 2026 Aug 07, 2026
Portland Global Advisors LLC History No change 12,983 1,925 0.18% 0.18% 1327 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 12,964 1,922 0.52% 0.52% 1328 0 0.0% Q2 2026 Aug 07, 2026
General Partner, Inc. History No change 14,115 1,920 1.03% 1.13% 1329 0 0.0% Q3 2026 Oct 05, 2026
ZWJ INVESTMENT COUNSEL INC History No change 12,936 1,918 0.06% 0.06% 1330 0 0.0% Q2 2026 Jul 16, 2026
Nova R Wealth, Inc. History No change 12,917 1,915 0.56% 0.56% 1331 0 0.0% Q2 2026 Jul 17, 2026
PLIMOTH TRUST CO LLC History No change 12,894 1,912 0.38% 0.38% 1332 0 0.0% Q2 2026 Jul 28, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 12,886 1,911 0.41% 0.41% 1333 0 0.0% Q2 2026 Jul 16, 2026
Confluence Wealth Services, Inc. History No change 12,879 1,909 0.05% 0.05% 1334 0 0.0% Q2 2026 Jul 22, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 12,864 1,907 0.15% 0.15% 1335 0 0.0% Q2 2026 Aug 05, 2026
STEPH & CO History Reduced 14,008 1,905 0.49% 0.54% 1336 -469 -3.24% Q3 2026 Oct 07, 2026
Maxele Advisors, LLC History No change 12,804 1,898 1.33% 1.33% 1337 0 0.0% Q2 2026 Aug 14, 2026
Darden Wealth Group Inc History No change 12,642 1,874 0.74% 0.74% 1338 0 0.0% Q2 2026 Aug 06, 2026
Sherman Wealth Management LLC History No change 12,634 1,873 1.41% 1.41% 1339 0 0.0% Q2 2026 Jul 09, 2026
Lineweaver Wealth Advisors, LLC History No change 12,617 1,871 0.22% 0.22% 1340 0 0.0% Q2 2026 Jul 09, 2026
RIK SAYLOR FINANCIAL, INC. History No change 12,612 1,870 1.24% 1.24% 1341 0 0.0% Q2 2026 Aug 05, 2026
DHJJ Financial Advisors, Ltd. History No change 12,597 1,868 0.54% 0.54% 1342 0 0.0% Q2 2026 Jul 24, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 12,568 1,863 0.4% 0.4% 1343 0 0.0% Q2 2026 Jul 22, 2026
Foster Victor Wealth Advisors, LLC History No change 12,802 1,861 0.1% 0.1% 1344 0 0.0% Q2 2026 Jul 22, 2026
GLR Partners, LLC History No change 12,553 1,861 0.87% 0.87% 1345 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 12,511 1,855 0.05% 0.05% 1346 0 0.0% Q2 2026 Aug 11, 2026
Argentarii, LLC History No change 12,459 1,849 0.56% 0.56% 1347 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 12,448 1,846 0.14% 0.14% 1348 0 0.0% Q2 2026 Sep 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 12,518 1,846 0.11% 0.11% 1349 0 0.0% Q2 2026 Jul 22, 2026
RDA Financial Network History No change 12,422 1,842 0.4% 0.4% 1350 0 0.0% Q2 2026 Jul 06, 2026
Powerhouse Assets LLC History No change 12,386 1,836 1.49% 1.49% 1351 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 12,379 1,835 0.11% 0.11% 1352 0 0.0% Q2 2026 Aug 11, 2026
Leverty Financial Group, LLC History No change 12,358 1,832 0.36% 0.36% 1353 0 0.0% Q2 2026 Jul 10, 2026
Olde Wealth Management, LLC History No change 12,347 1,831 0.52% 0.52% 1354 0 0.0% Q2 2026 Aug 13, 2026
Hardin Capital Partners, LLC History No change 12,323 1,829 0.85% 0.85% 1355 0 0.0% Q2 2026 Jul 07, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 12,313 1,826 0.74% 0.74% 1356 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 12,313 1,826 0.23% 0.23% 1357 0 0.0% Q2 2026 Jul 14, 2026
Financial Partners Group, Inc History No change 12,277 1,820 0.18% 0.18% 1358 0 0.0% Q2 2026 Jul 23, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 12,207 1,810 1.56% 1.56% 1359 0 0.0% Q2 2026 Aug 06, 2026
Procyon Advisors, LLC History No change 12,169 1,804 0.08% 0.08% 1360 0 0.0% Q2 2026 Jul 09, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 12,156 1,802 0.08% 0.08% 1361 0 0.0% Q2 2026 Jul 24, 2026
Principle Wealth Partners LLC History No change 12,148 1,801 0.09% 0.09% 1362 0 0.0% Q2 2026 Aug 07, 2026
Riverpoint Wealth Management Holdings, LLC History No change 12,089 1,792 0.33% 0.33% 1363 0 0.0% Q2 2026 Jul 27, 2026
Bridgewater Advisors Inc. History No change 12,107 1,790 0.1% 0.1% 1364 0 0.0% Q2 2026 Aug 05, 2026
Nolet Wealth Management, LLC History No change 12,056 1,788 0.99% 0.99% 1365 0 0.0% Q2 2026 Jul 10, 2026
GeoWealth Management, LLC History No change 11,994 1,779 0.06% 0.06% 1366 0 0.0% Q2 2026 Jul 30, 2026
Pacific Point Advisors, LLC History No change 11,993 1,778 0.81% 0.81% 1367 0 0.0% Q2 2026 Jul 24, 2026
American State Bank (Iowa) History No change 11,957 1,773 0.72% 0.72% 1368 0 0.0% Q2 2026 Jul 09, 2026
Calamos Advisors LLC History No change 11,953 1,772 0.01% 0.01% 1369 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 11,886 1,762 0.62% 0.62% 1370 0 0.0% Q2 2026 Aug 04, 2026
Corsicana & Co. History No change 11,887 1,762 0.85% 0.85% 1371 0 0.0% Q2 2026 Jul 24, 2026
WILLIAM JOHN SEMPOLINSKI History No change 11,833 1,754 0.71% 0.71% 1372 0 0.0% Q2 2026 Aug 14, 2026
Mascagni Wealth Management, Inc. History No change 11,796 1,749 1.09% 1.09% 1373 0 0.0% Q2 2026 Jul 31, 2026
Carr Financial Group Corp History No change 11,765 1,744 0.4% 0.4% 1374 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 11,757 1,743 0.04% 0.04% 1375 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 11,698 1,734 1.91% 1.91% 1376 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 11,698 1,734 0.08% 0.08% 1377 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 11,675 1,731 0.16% 0.16% 1378 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 11,657 1,728 0.53% 0.53% 1379 0 0.0% Q2 2026 Aug 10, 2026
Old North State Trust, LLC History No change 11,644 1,727 0.89% 0.89% 1380 0 0.0% Q2 2026 Aug 17, 2026
Valpey Financial Services, LLC History No change 11,582 1,717 1.02% 1.02% 1381 0 0.0% Q2 2026 Aug 11, 2026
OMNI 360 Wealth, Inc. History No change 11,560 1,714 0.79% 0.79% 1382 0 0.0% Q2 2026 Jul 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,553 1,713 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 12, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 11,555 1,713 0.93% 0.93% 1384 0 0.0% Q2 2026 Aug 11, 2026
Tudor Financial Inc. History No change 11,556 1,713 0.77% 0.77% 1385 0 0.0% Q2 2026 Aug 10, 2026
Eldridge Investment Advisors, Inc. History No change 11,530 1,709 0.34% 0.34% 1386 0 0.0% Q2 2026 Aug 10, 2026
Strathmore Capital Advisors, Inc. History No change 11,660 1,709 0.46% 0.46% 1387 0 0.0% Q2 2026 Aug 10, 2026
ROCKLAND TRUST CO History Added to 12,536 1,705 0.07% 0.07% 1388 +344 2.82% Q3 2026 Oct 05, 2026
Aaron Wealth Advisors LLC History No change 11,494 1,704 0.09% 0.09% 1389 0 0.0% Q2 2026 Jul 16, 2026
KWB Wealth History No change 11,490 1,704 0.15% 0.15% 1390 0 0.0% Q2 2026 Jul 10, 2026
Allegheny Financial Group History No change 11,461 1,699 0.18% 0.18% 1391 0 0.0% Q2 2026 Jul 22, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,455 1,698 0.02% 0.02% 1392 0 0.0% Q2 2026 Aug 10, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 11,453 1,698 0.01% 0.01% 1393 0 0.0% Q2 2026 Jul 17, 2026
SIMON QUICK ADVISORS, LLC History No change 11,444 1,697 0.07% 0.07% 1394 0 0.0% Q2 2026 Jul 28, 2026
Tennessee Valley Asset Management Partners History No change 11,443 1,697 0.19% 0.19% 1395 0 0.0% Q2 2026 Aug 10, 2026
Summit Investment Advisory Services, LLC History No change 11,434 1,695 0.43% 0.43% 1396 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 11,394 1,689 0.49% 0.49% 1397 0 0.0% Q2 2026 Jul 14, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 12,379 1,684 1.01% 1.1% 1398 0 0.0% Q3 2026 Oct 07, 2026
DecisionMap Wealth Management, LLC History No change 11,274 1,672 0.94% 0.94% 1399 0 0.0% Q2 2026 Jul 21, 2026
Gilbert & Cook, Inc. History No change 11,238 1,666 0.19% 0.19% 1400 0 0.0% Q2 2026 Jul 28, 2026
Beckerman Institutional, LLC History No change 11,215 1,663 0.79% 0.79% 1401 0 0.0% Q2 2026 Aug 11, 2026
Fairvoy Private Wealth, LLC History No change 11,216 1,663 0.34% 0.34% 1402 0 0.0% Q2 2026 Jul 17, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 11,202 1,661 0.22% 0.22% 1403 0 0.0% Q2 2026 Aug 14, 2026
RPG Investment Advisory, LLC History No change 11,167 1,656 0.17% 0.17% 1404 0 0.0% Q2 2026 Aug 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 11,134 1,651 0.52% 0.52% 1405 0 0.0% Q2 2026 Jul 16, 2026
Layline Advisors, LLC History No change 11,130 1,650 1.48% 1.48% 1406 0 0.0% Q2 2026 Aug 20, 2026
New Republic Capital, LLC History No change 11,054 1,639 0.38% 0.38% 1407 0 0.0% Q2 2026 Jul 31, 2026
Grant Street Asset Management, Inc. History No change 11,046 1,638 0.27% 0.27% 1408 0 0.0% Q2 2026 Aug 05, 2026
HRC WEALTH MANAGEMENT, LLC History No change 11,034 1,636 0.67% 0.67% 1409 0 0.0% Q2 2026 Jul 10, 2026
PCG ASSET MANAGEMENT, LLC History No change 11,037 1,636 1.17% 1.17% 1410 0 0.0% Q2 2026 Jul 27, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 11,023 1,634 1.22% 1.22% 1411 0 0.0% Q2 2026 Aug 05, 2026
BIP Wealth, LLC History No change 10,993 1,630 0.05% 0.05% 1412 0 0.0% Q2 2026 Aug 03, 2026
Bucket List Wealth Management, LLC History No change 10,939 1,622 0.8% 0.8% 1413 0 0.0% Q2 2026 Jul 16, 2026
Allen Capital Group, LLC History No change 10,935 1,621 0.13% 0.13% 1414 0 0.0% Q2 2026 Jul 27, 2026
Port Capital LLC History No change 10,898 1,616 0.07% 0.07% 1415 0 0.0% Q2 2026 Aug 14, 2026
Bullock Wealth Management Group History No change 10,953 1,616 0.7% 0.7% 1416 0 0.0% Q2 2026 Aug 19, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 10,882 1,613 0.54% 0.54% 1417 0 0.0% Q2 2026 Jul 21, 2026
Arlington Trust Co LLC History No change 10,880 1,613 0.14% 0.14% 1418 0 0.0% Q2 2026 Jul 07, 2026
Valley Financial Group, Inc. History No change 10,791 1,600 0.79% 0.79% 1419 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 10,770 1,597 0.07% 0.07% 1420 0 0.0% Q2 2026 Jul 20, 2026
Vident Advisory, LLC History No change 10,755 1,595 0.01% 0.01% 1421 0 0.0% Q2 2026 Aug 12, 2026
Chemistry Wealth Management LLC History No change 10,734 1,591 0.25% 0.25% 1422 0 0.0% Q2 2026 Jul 09, 2026
Northwest Wealth Advisors, LLC History No change 10,721 1,590 0.91% 0.91% 1423 0 0.0% Q2 2026 Jul 23, 2026
Sterling Financial Planning, Inc. History No change 10,706 1,587 0.43% 0.43% 1424 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History Added to 11,656 1,585 0.66% 0.74% 1425 +41 0.35% Q3 2026 Oct 05, 2026
COFG Advisors, LLC History No change 10,649 1,579 0.27% 0.27% 1426 0 0.0% Q2 2026 Aug 14, 2026
Finward Bancorp History No change 10,642 1,578 1.2% 1.2% 1427 0 0.0% Q2 2026 Jul 16, 2026
AlTi Global, Inc. History No change 10,612 1,573 0.03% 0.03% 1428 0 0.0% Q2 2026 Aug 05, 2026
Maltin Wealth Management, Inc. History No change 10,594 1,571 0.53% 0.53% 1429 0 0.0% Q2 2026 Jul 22, 2026
Wealth Dimensions Group, Ltd. History No change 10,573 1,568 0.28% 0.28% 1430 0 0.0% Q2 2026 Jul 22, 2026
Integrated Investment Consultants, LLC History No change 10,546 1,564 0.31% 0.31% 1431 0 0.0% Q2 2026 Aug 17, 2026
TI-TRUST, INC History No change 10,546 1,564 0.84% 0.84% 1432 0 0.0% Q2 2026 Jul 23, 2026
Bedminster, LLC History No change 10,550 1,564 1.34% 1.34% 1433 0 0.0% Q2 2026 Aug 04, 2026
AAF Wealth Management, LLC History No change 10,538 1,562 0.58% 0.58% 1434 0 0.0% Q2 2026 Jul 17, 2026
Essex Bank History No change 10,483 1,554 0.34% 0.34% 1435 0 0.0% Q2 2026 Jul 23, 2026
Pasadena Private Wealth, LLC History No change 10,485 1,554 0.2% 0.2% 1436 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History No change 10,478 1,554 0.02% 0.02% 1437 0 0.0% Q2 2026 Jul 29, 2026
Aviance Capital Partners, LLC History No change 10,478 1,553 0.16% 0.16% 1438 0 0.0% Q2 2026 Jul 30, 2026
Lincoln Capital LLC History No change 10,442 1,548 0.28% 0.28% 1439 0 0.0% Q2 2026 Jul 07, 2026
Severin Investments, LLC History No change 10,424 1,546 1.17% 1.17% 1440 0 0.0% Q2 2026 Aug 14, 2026
Acumen Wealth Advisors, LLC History No change 10,417 1,544 0.33% 0.33% 1441 0 0.0% Q2 2026 Aug 03, 2026
Noble Wealth Management PBC History Reduced 11,321 1,540 0.69% 0.82% 1442 -1,037 -8.39% Q3 2026 Oct 01, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 10,385 1,540 0.53% 0.53% 1443 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,380 1,539 0.05% 0.05% 1444 0 0.0% Q2 2026 Jul 31, 2026
J. M. Brown & Associates Inc. History No change 10,377 1,539 0.88% 0.88% 1445 0 0.0% Q2 2026 Jul 23, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 10,373 1,538 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 13, 2026
Christensen, King & Associates Investment Services, Inc. History No change 10,367 1,537 0.61% 0.61% 1447 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 10,307 1,528 0.31% 0.31% 1448 0 0.0% Q2 2026 Jul 17, 2026
Oliver Luxxe Assets LLC History No change 10,300 1,527 0.22% 0.22% 1449 0 0.0% Q2 2026 Jul 09, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 10,277 1,524 0.13% 0.13% 1450 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 10,264 1,522 0.04% 0.04% 1451 0 0.0% Q2 2026 Aug 07, 2026
Emerald Advisors, LLC History No change 10,269 1,522 0.19% 0.19% 1452 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 10,267 1,522 0.31% 0.31% 1453 0 0.0% Q2 2026 Jul 23, 2026
Equity Wealth Partners, LLC History No change 10,224 1,516 0.54% 0.54% 1454 0 0.0% Q2 2026 Jul 27, 2026
Lansing Street Advisors History No change 10,213 1,514 0.32% 0.32% 1455 0 0.0% Q2 2026 Jul 24, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 10,180 1,509 0.34% 0.34% 1456 0 0.0% Q2 2026 Jul 20, 2026
Paladin Advisory Group, LLC History No change 10,159 1,506 1.0% 1.0% 1457 0 0.0% Q2 2026 Jul 28, 2026
Milestone Investment Advisors LLC History No change 10,148 1,505 0.33% 0.33% 1458 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 10,103 1,498 0.36% 0.36% 1459 0 0.0% Q2 2026 Aug 10, 2026
Compass Ion Advisors, LLC History No change 10,076 1,494 0.13% 0.13% 1460 0 0.0% Q2 2026 Aug 12, 2026
Solstein Capital, LLC History No change 10,073 1,493 0.51% 0.51% 1461 0 0.0% Q2 2026 Aug 12, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 10,069 1,493 0.71% 0.71% 1462 0 0.0% Q2 2026 Aug 18, 2026
Index Fund Advisors, Inc. History No change 10,023 1,486 0.06% 0.06% 1463 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 10,017 1,485 0.14% 0.14% 1464 0 0.0% Q2 2026 Jul 29, 2026
Emerald Investment Advisers, LLC History No change 10,017 1,485 0.1% 0.1% 1465 0 0.0% Q2 2026 Aug 12, 2026
Manhattan West Asset Management, LLC History No change 9,988 1,481 0.25% 0.25% 1466 0 0.0% Q2 2026 Aug 11, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 9,975 1,479 0.69% 0.69% 1467 0 0.0% Q2 2026 Jul 17, 2026
CADINHA & CO LLC History No change 9,946 1,475 0.22% 0.22% 1468 0 0.0% Q2 2026 Jul 28, 2026
Sound Financial Strategies Group, LLC History No change 9,918 1,470 0.93% 0.93% 1469 0 0.0% Q2 2026 Aug 10, 2026
STEVENS CAPITAL PARTNERS History No change 9,905 1,468 0.28% 0.28% 1470 0 0.0% Q2 2026 Aug 07, 2026
SAXON INTERESTS, INC. History No change 9,891 1,466 0.4% 0.4% 1471 0 0.0% Q2 2026 Aug 12, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 9,877 1,464 0.6% 0.6% 1472 0 0.0% Q2 2026 Jul 16, 2026
GS Investments, Inc. History No change 9,785 1,451 1.05% 1.05% 1473 0 0.0% Q2 2026 Aug 06, 2026
Sherry Group, Inc. History No change 9,837 1,442 1.41% 1.41% 1474 0 0.0% Q2 2026 Jul 15, 2026
StoneX Group Inc. History No change 9,722 1,441 0.06% 0.06% 1475 0 0.0% Q2 2026 Aug 12, 2026
NIXON PEABODY TRUST CO History No change 9,712 1,440 0.1% 0.1% 1476 0 0.0% Q2 2026 Jul 27, 2026
Alpha Omega Wealth Management LLC History No change 9,696 1,438 0.22% 0.22% 1477 0 0.0% Q2 2026 Jul 20, 2026
National Wealth Management Group, LLC History No change 9,672 1,434 0.44% 0.44% 1478 0 0.0% Q2 2026 Jul 14, 2026
Broadview Financial Management, LLC History No change 9,665 1,433 0.88% 0.88% 1479 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 9,666 1,433 0.08% 0.08% 1480 0 0.0% Q2 2026 Jul 29, 2026
Forefront Wealth Partners, LLC History No change 9,665 1,433 0.44% 0.44% 1481 0 0.0% Q2 2026 Aug 20, 2026
Charles Schwab Trust Co History No change 9,646 1,430 0.08% 0.08% 1482 0 0.0% Q2 2026 Jul 10, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 9,630 1,428 0.09% 0.09% 1483 0 0.0% Q2 2026 Aug 05, 2026
KG Capital Management History No change 9,616 1,426 0.85% 0.85% 1484 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Financial Group, Inc. History No change 9,622 1,426 0.22% 0.22% 1485 0 0.0% Q2 2026 Jul 24, 2026
TCV Trust & Wealth Management, Inc. History No change 9,544 1,415 0.11% 0.11% 1486 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 9,564 1,414 0.04% 0.04% 1487 0 0.0% Q2 2026 Aug 11, 2026
BlueChip Wealth Advisors LLC History No change 9,536 1,414 0.54% 0.54% 1488 0 0.0% Q2 2026 Jul 30, 2026
Roundview Capital LLC History No change 9,464 1,403 0.08% 0.08% 1489 0 0.0% Q2 2026 Jul 30, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 9,414 1,396 2.17% 2.17% 1490 0 0.0% Q2 2026 Aug 11, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 9,378 1,390 0.19% 0.19% 1491 0 0.0% Q2 2026 Aug 12, 2026
CHILTON INVESTMENT CO INC. History No change 9,377 1,390 0.03% 0.03% 1492 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 9,561 1,390 0.28% 0.28% 1493 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Group LLC History No change 9,362 1,388 0.16% 0.16% 1494 0 0.0% Q2 2026 Aug 05, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 9,349 1,386 0.05% 0.05% 1495 0 0.0% Q2 2026 Jul 13, 2026
OPINICUS CAPITAL, INC. History No change 9,349 1,386 0.74% 0.74% 1496 0 0.0% Q2 2026 Jul 27, 2026
Baker Ellis Asset Management LLC History No change 9,342 1,385 0.14% 0.14% 1497 0 0.0% Q2 2026 Jul 23, 2026
Pine Valley Investments Ltd Liability Co History No change 9,308 1,380 0.05% 0.05% 1498 0 0.0% Q2 2026 Jul 24, 2026
Sendero Wealth Management, LLC History No change 9,177 1,361 0.14% 0.14% 1499 0 0.0% Q2 2026 Aug 04, 2026
S.E.E.D. Planning Group LLC History Added to 10,002 1,360 0.33% 0.22% 1500 +4,252 73.95% Q3 2026 Oct 07, 2026
Bright Futures Wealth Management, LLC. History No change 9,157 1,358 0.88% 0.88% 1501 0 0.0% Q2 2026 Jul 24, 2026
Capital Management Associates, Inc History No change 9,141 1,355 0.27% 0.27% 1502 0 0.0% Q2 2026 Jul 22, 2026
Sandy Cove Advisors, LLC History No change 9,115 1,351 0.34% 0.34% 1503 0 0.0% Q2 2026 Jul 07, 2026
GatePass Capital, LLC History No change 9,086 1,347 0.51% 0.51% 1504 0 0.0% Q2 2026 Jul 30, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 9,057 1,343 0.13% 0.13% 1505 0 0.0% Q2 2026 Jul 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,042 1,341 0.05% 0.05% 1506 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 9,042 1,340 0.67% 0.67% 1507 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 9,024 1,338 0.15% 0.15% 1508 0 0.0% Q2 2026 Jul 10, 2026
Wealth Management Nebraska History No change 9,016 1,337 0.12% 0.12% 1509 0 0.0% Q2 2026 Jul 27, 2026
Helium Advisors LLC History No change 9,009 1,336 1.11% 1.11% 1510 0 0.0% Q2 2026 Aug 11, 2026
Birchcreek Wealth Management, LLC History No change 8,996 1,334 0.52% 0.52% 1511 0 0.0% Q2 2026 Aug 06, 2026
ETF Store, Inc. History No change 8,997 1,334 1.12% 1.12% 1512 0 0.0% Q2 2026 Jul 29, 2026
IFC Advisors LLC History No change 8,993 1,333 0.17% 0.17% 1513 0 0.0% Q2 2026 Aug 05, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 8,980 1,331 0.05% 0.05% 1514 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 8,971 1,330 0.11% 0.11% 1515 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 9,103 1,330 0.14% 0.14% 1516 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Planning LLC History No change 8,963 1,329 0.59% 0.59% 1517 0 0.0% Q2 2026 Jul 30, 2026
Alpha Wealth Funds, LLC History No change 8,963 1,329 0.72% 0.72% 1518 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 8,920 1,322 0.02% 0.02% 1519 0 0.0% Q2 2026 Aug 11, 2026
Ignite Planners, LLC History No change 8,913 1,321 0.18% 0.18% 1520 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 8,899 1,319 0.0% 0.0% 1521 0 0.0% Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History No change 8,894 1,319 0.63% 0.63% 1522 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 8,876 1,316 0.1% 0.1% 1523 0 0.0% Q2 2026 Aug 06, 2026
Clearview Wealth Management LLC History No change 8,875 1,316 0.85% 0.85% 1524 0 0.0% Q2 2026 Jul 13, 2026
AssuredPartners Investment Advisors, LLC History No change 8,868 1,315 0.13% 0.13% 1525 0 0.0% Q2 2026 Aug 10, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 8,853 1,312 1.71% 1.71% 1526 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 8,827 1,309 0.03% 0.03% 1527 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 8,813 1,307 0.15% 0.15% 1528 0 0.0% Q2 2026 Jul 13, 2026
FLC Capital Advisors History No change 8,801 1,305 0.21% 0.21% 1529 0 0.0% Q2 2026 Jul 20, 2026
PGIM Custom Harvest LLC History No change 8,778 1,301 0.02% 0.02% 1530 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 8,768 1,300 0.07% 0.07% 1531 0 0.0% Q2 2026 Jul 29, 2026
Vilga Financial Planning LLC History No change 8,700 1,290 0.98% 0.98% 1532 0 0.0% Q2 2026 Jul 09, 2026
Johnson Financial Group, LLC History No change 8,687 1,288 0.07% 0.07% 1533 0 0.0% Q2 2026 Aug 06, 2026
Texas Bank & Trust Co History No change 8,687 1,288 0.42% 0.42% 1534 0 0.0% Q2 2026 Jul 31, 2026
Nelson Capital Management, LLC History No change 8,652 1,283 0.14% 0.14% 1535 0 0.0% Q2 2026 Jul 24, 2026
Peak Planning Group, LLC History No change 8,654 1,283 0.29% 0.29% 1536 0 0.0% Q2 2026 Aug 12, 2026
BCS Wealth Management History No change 8,613 1,277 0.23% 0.23% 1537 0 0.0% Q2 2026 Jul 16, 2026
VISTA CAPITAL PARTNERS, INC. History No change 8,604 1,276 0.11% 0.11% 1538 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History Added to 9,376 1,275 0.09% 0.09% 1539 +348 3.85% Q3 2026 Oct 05, 2026
PW ADVISORS, LLC \ FL History No change 8,572 1,271 0.85% 0.85% 1540 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 8,559 1,269 0.02% 0.02% 1541 0 0.0% Q2 2026 Aug 10, 2026
Coastline Trust Co History Reduced 9,306 1,265 0.12% 0.2% 1542 -5,752 -38.2% Q3 2026 Oct 01, 2026
NavPoint Financial, Inc. History No change 8,530 1,265 0.47% 0.47% 1543 0 0.0% Q2 2026 Jul 23, 2026
Bragg Financial Advisors, Inc History No change 8,502 1,260 0.03% 0.03% 1544 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History No change 8,500 1,260 0.0% 0.0% 1545 0 0.0% Q2 2026 Aug 03, 2026
INNEALTA CAPITAL, LLC History No change 8,481 1,257 0.67% 0.67% 1546 0 0.0% Q2 2026 Aug 04, 2026
SHP Wealth Management History No change 8,477 1,257 0.09% 0.09% 1547 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 8,562 1,256 0.23% 0.23% 1548 0 0.0% Q2 2026 Aug 04, 2026
Quartz Partners, LLC History No change 8,430 1,250 0.41% 0.41% 1549 0 0.0% Q2 2026 Aug 10, 2026
Rollins Financial Advisors, LLC History No change 8,419 1,248 0.16% 0.16% 1550 0 0.0% Q2 2026 Aug 04, 2026
MFA Wealth Services History No change 8,381 1,242 0.74% 0.74% 1551 0 0.0% Q2 2026 Jul 21, 2026
Inscription Capital, LLC History No change 8,347 1,237 0.11% 0.11% 1552 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 8,341 1,237 0.07% 0.07% 1553 0 0.0% Q2 2026 Aug 14, 2026
Ipswich Investment Management Co., Inc. History No change 8,334 1,236 0.26% 0.26% 1554 0 0.0% Q2 2026 Jul 16, 2026
SONATA CAPITAL GROUP INC History No change 8,321 1,234 0.4% 0.4% 1555 0 0.0% Q2 2026 Jul 24, 2026
Woodward Financial Advisors, Inc. History No change 8,318 1,233 0.41% 0.41% 1556 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 8,313 1,232 0.09% 0.09% 1557 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 8,308 1,232 0.05% 0.05% 1558 0 0.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History No change 8,289 1,229 0.06% 0.06% 1559 0 0.0% Q2 2026 Aug 06, 2026
Forum Private Client Group LLC History No change 8,273 1,227 0.37% 0.37% 1560 0 0.0% Q2 2026 Aug 12, 2026
Wilshire Advisors LLC History No change 8,259 1,224 11.84% 11.84% 1561 0 0.0% Q2 2026 Jul 27, 2026
KOM Wealth Management Group, LLC History No change 8,235 1,221 0.74% 0.74% 1562 0 0.0% Q2 2026 Jul 23, 2026
Gemmer Asset Management LLC History No change 8,209 1,217 0.08% 0.08% 1563 0 0.0% Q2 2026 Jul 15, 2026
CWA Asset Management Group, LLC History No change 8,212 1,217 0.04% 0.04% 1564 0 0.0% Q2 2026 Jul 14, 2026
Go Invest LLC History No change 8,124 1,204 0.28% 0.28% 1565 0 0.0% Q2 2026 Aug 05, 2026
71 West Capital Partners History No change 8,055 1,194 0.04% 0.04% 1566 0 0.0% Q2 2026 Aug 04, 2026
Objective Capital Management, LLC History No change 8,045 1,193 1.06% 1.06% 1567 0 0.0% Q2 2026 Jul 20, 2026
Great Point Wealth Advisors, LLC History No change 8,007 1,187 0.19% 0.19% 1568 0 0.0% Q2 2026 Jul 23, 2026
Tufton Capital Management History No change 7,984 1,184 0.2% 0.2% 1569 0 0.0% Q2 2026 Jul 27, 2026
Trueblood Wealth Management, LLC History No change 7,985 1,184 0.41% 0.41% 1570 0 0.0% Q2 2026 Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 7,978 1,183 0.38% 0.38% 1571 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group, Inc. History No change 7,977 1,183 0.62% 0.62% 1572 0 0.0% Q2 2026 Jul 21, 2026
Vannoy Advisory Group, Inc. History No change 7,970 1,182 0.67% 0.67% 1573 0 0.0% Q2 2026 Jul 22, 2026
Loudon Investment Management, LLC History No change 7,967 1,181 0.58% 0.58% 1574 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 7,965 1,181 0.28% 0.28% 1575 0 0.0% Q2 2026 Jul 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 7,937 1,177 0.12% 0.12% 1576 0 0.0% Q2 2026 Jul 31, 2026
Moisand Fitzgerald Tamayo, LLC History No change 7,933 1,176 0.11% 0.11% 1577 0 0.0% Q2 2026 Jul 13, 2026
EdgeRock Capital LLC History No change 7,916 1,174 0.27% 0.27% 1578 0 0.0% Q2 2026 Jul 24, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 7,920 1,174 0.6% 0.6% 1579 0 0.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 7,904 1,172 0.07% 0.07% 1580 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 7,902 1,171 0.05% 0.05% 1581 0 0.0% Q2 2026 Jul 28, 2026
SWEENEY & MICHEL, LLC History No change 7,865 1,171 0.31% 0.31% 1582 0 0.0% Q2 2026 Aug 10, 2026
Sageworth Trust Co of South Dakota History No change 7,894 1,170 0.72% 0.72% 1583 0 0.0% Q2 2026 Jul 28, 2026
1834 INVESTMENT ADVISORS CO History No change 7,871 1,167 0.13% 0.13% 1584 0 0.0% Q2 2026 Jul 30, 2026
Marks Group Wealth Management, Inc History No change 7,863 1,166 0.1% 0.1% 1585 0 0.0% Q2 2026 Jul 27, 2026
First Bancorp, Inc /ME/ History No change 7,826 1,160 0.46% 0.46% 1586 0 0.0% Q2 2026 Aug 11, 2026
Concentrum Wealth Management History No change 7,805 1,157 0.28% 0.28% 1587 0 0.0% Q2 2026 Aug 06, 2026
Pitcairn Wealth Advisors LLC History No change 7,801 1,157 0.13% 0.13% 1588 0 0.0% Q2 2026 Aug 10, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 7,788 1,154 0.12% 0.12% 1589 0 0.0% Q2 2026 Sep 02, 2026
PROSPERITY BANCSHARES INC History No change 7,759 1,150 0.75% 0.75% 1590 0 0.0% Q2 2026 Aug 14, 2026
First Nebraska Trust Co History No change 7,741 1,148 0.09% 0.09% 1591 0 0.0% Q2 2026 Aug 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 7,725 1,145 0.04% 0.04% 1592 0 0.0% Q2 2026 Aug 05, 2026
Probity Advisors, Inc. History No change 7,726 1,145 0.16% 0.16% 1593 0 0.0% Q2 2026 Jul 31, 2026
Cyndeo Wealth Partners, LLC History No change 7,721 1,145 0.05% 0.05% 1594 0 0.0% Q2 2026 Jul 21, 2026
WHALEROCK POINT PARTNERS, LLC History No change 7,677 1,138 0.19% 0.19% 1595 0 0.0% Q2 2026 Aug 13, 2026
Cosner Financial Group, LLC History No change 7,663 1,136 0.58% 0.58% 1596 0 0.0% Q2 2026 Aug 10, 2026
MMA ASSET MANAGEMENT LLC History No change 7,665 1,136 0.36% 0.36% 1597 0 0.0% Q2 2026 Aug 04, 2026
Orion Capital Management LLC History No change 7,660 1,136 0.35% 0.35% 1598 0 0.0% Q2 2026 Aug 17, 2026
Tandem Investment Partners LLC History No change 7,660 1,136 0.88% 0.88% 1599 0 0.0% Q2 2026 Jul 27, 2026
PACIFIC SUN FINANCIAL CORP History No change 7,631 1,131 0.47% 0.47% 1600 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 7,612 1,128 0.17% 0.17% 1601 0 0.0% Q2 2026 Aug 12, 2026
180 WEALTH ADVISORS, LLC History No change 7,599 1,127 0.11% 0.11% 1602 0 0.0% Q2 2026 Jul 07, 2026
Miller Capital Partners, Inc. History No change 7,591 1,125 0.44% 0.44% 1603 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 7,516 1,123 0.14% 0.14% 1604 0 0.0% Q2 2026 Aug 12, 2026
Sound View Wealth Advisors Group, LLC History No change 7,563 1,121 0.07% 0.07% 1605 0 0.0% Q2 2026 Aug 11, 2026
Greenhouse Wealth Management, LLC History No change 7,547 1,118 0.79% 0.79% 1606 0 0.0% Q2 2026 Aug 06, 2026
Centurion Wealth Management LLC History No change 7,539 1,118 0.27% 0.27% 1607 0 0.0% Q2 2026 Jul 09, 2026
CONNORS INVESTOR SERVICES INC History No change 7,517 1,114 0.1% 0.1% 1608 0 0.0% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History No change 7,502 1,112 0.13% 0.13% 1609 0 0.0% Q2 2026 Jul 29, 2026
Tandem Financial, LLC History No change 7,499 1,112 0.33% 0.33% 1610 0 0.0% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History No change 7,500 1,112 0.02% 0.02% 1611 0 0.0% Q2 2026 Jul 30, 2026
Spartan Wealth Advisory Services LLC History No change 7,499 1,112 0.09% 0.09% 1612 0 0.0% Q2 2026 Aug 05, 2026
Opulen Financial Group LLC History No change 7,494 1,111 0.7% 0.7% 1613 0 0.0% Q2 2026 Jul 27, 2026
Sensible Money, LLC History No change 7,483 1,109 0.29% 0.29% 1614 0 0.0% Q2 2026 Jul 30, 2026
Edgemoor Investment Advisors, Inc. History No change 7,471 1,108 0.08% 0.08% 1615 0 0.0% Q2 2026 Aug 07, 2026
Riverview Capital Advisers, LLC History No change 7,477 1,108 0.32% 0.32% 1616 0 0.0% Q2 2026 Aug 13, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 7,464 1,106 1.03% 1.03% 1617 0 0.0% Q2 2026 Aug 07, 2026
Steelhead Wealth Management LLC History No change 7,425 1,101 0.44% 0.44% 1618 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 7,399 1,097 0.21% 0.21% 1619 0 0.0% Q2 2026 Jul 23, 2026
Prospect Financial Services LLC History No change 7,400 1,097 0.56% 0.56% 1620 0 0.0% Q2 2026 Aug 06, 2026
Trivium Point Advisory, LLC History No change 7,393 1,096 0.1% 0.1% 1621 0 0.0% Q2 2026 Aug 06, 2026
TRB Wealth Management, LLC History No change 7,390 1,096 0.15% 0.15% 1622 0 0.0% Q2 2026 Aug 11, 2026
M.E. ALLISON & CO., INC. History No change 7,384 1,095 0.63% 0.63% 1623 0 0.0% Q2 2026 Jul 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 7,363 1,092 0.28% 0.28% 1624 0 0.0% Q2 2026 Jul 13, 2026
Three Seasons Wealth, LLC History No change 7,351 1,090 0.1% 0.1% 1625 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 7,347 1,089 0.11% 0.11% 1626 0 0.0% Q2 2026 Jul 30, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 7,346 1,089 0.27% 0.27% 1627 0 0.0% Q2 2026 Jul 09, 2026
Portfolio Resources Advisor Group, Inc. History No change 7,344 1,089 0.92% 0.92% 1628 0 0.0% Q2 2026 Jul 29, 2026
American Capital Advisory, LLC History No change 7,332 1,087 0.4% 0.4% 1629 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 7,310 1,084 0.04% 0.04% 1630 0 0.0% Q2 2026 Jul 29, 2026
CrossGen Wealth, LLC History No change 7,303 1,083 0.84% 0.84% 1631 0 0.0% Q2 2026 Jul 24, 2026
Sharkey, Howes & Javer History No change 7,262 1,077 0.13% 0.13% 1632 0 0.0% Q2 2026 Jul 09, 2026
Asset Allocation & Management Company, LLC History No change 7,252 1,076 0.35% 0.35% 1633 0 0.0% Q2 2026 Jul 15, 2026
Insight Advisors, LLC/ PA History No change 7,240 1,073 0.19% 0.19% 1634 0 0.0% Q2 2026 Aug 05, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 7,240 1,073 0.73% 0.73% 1635 0 0.0% Q2 2026 Jul 22, 2026
Arcus Capital Partners, LLC History No change 7,205 1,068 0.44% 0.44% 1636 0 0.0% Q2 2026 Aug 14, 2026
Camarda Financial Advisors, LLC History No change 7,198 1,067 0.32% 0.32% 1637 0 0.0% Q2 2026 Aug 14, 2026
Kondo Wealth Advisors, Inc. History No change 7,196 1,067 0.36% 0.36% 1638 0 0.0% Q2 2026 Jul 21, 2026
URS Advisory LLC History No change 7,197 1,067 0.59% 0.59% 1639 0 0.0% Q2 2026 Jul 27, 2026
Foster Group, Inc. History No change 7,155 1,061 0.03% 0.03% 1640 0 0.0% Q2 2026 Jul 07, 2026
Winthrop Capital Management, LLC History No change 7,150 1,060 0.26% 0.26% 1641 0 0.0% Q2 2026 Aug 13, 2026
TOWER BRIDGE ADVISORS History No change 7,147 1,059 0.1% 0.1% 1642 0 0.0% Q2 2026 Aug 12, 2026
Curry Webb Wealth Management LLC History No change 7,137 1,058 0.44% 0.44% 1643 0 0.0% Q2 2026 Aug 13, 2026
Clear Harbor Asset Management, LLC History No change 7,075 1,049 0.06% 0.06% 1644 0 0.0% Q2 2026 Aug 12, 2026
Tulsa Wealth Advisors, INC History No change 7,075 1,049 0.15% 0.15% 1645 0 0.0% Q2 2026 Aug 06, 2026
Linscomb Wealth, Inc. History No change 7,071 1,048 0.05% 0.05% 1646 0 0.0% Q2 2026 Jul 31, 2026
Powell Investment Advisors, LLC History No change 7,072 1,048 0.33% 0.33% 1647 0 0.0% Q2 2026 Jul 28, 2026
Petersen Hastings Wealth Advisors Inc. History No change 7,068 1,048 0.09% 0.09% 1648 0 0.0% Q2 2026 Jul 17, 2026
Fourth Dimension Wealth, LLC History No change 7,065 1,047 0.33% 0.33% 1649 0 0.0% Q2 2026 Jul 31, 2026
WATERS PARKERSON & CO., LLC History No change 7,059 1,046 0.05% 0.05% 1650 0 0.0% Q2 2026 Jul 30, 2026
SC&H Financial Advisors, Inc. History No change 7,039 1,043 0.14% 0.14% 1651 0 0.0% Q2 2026 Aug 04, 2026
Farnam Financial LLC History No change 7,035 1,043 0.76% 0.76% 1652 0 0.0% Q2 2026 Jul 22, 2026
S&T BANK/PA History No change 7,012 1,039 0.31% 0.31% 1653 0 0.0% Q2 2026 Aug 12, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 6,949 1,030 0.76% 0.76% 1654 0 0.0% Q2 2026 Jul 21, 2026
White Lighthouse Investment Management Inc. History No change 6,938 1,028 0.13% 0.13% 1655 0 0.0% Q2 2026 Aug 04, 2026
Redwood Family Wealth LLC History No change 6,927 1,027 0.9% 0.9% 1656 0 0.0% Q2 2026 Aug 04, 2026
White Knight Strategic Wealth Advisors, LLC History No change 6,909 1,024 0.72% 0.72% 1657 0 0.0% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 6,885 1,021 0.29% 0.29% 1658 0 0.0% Q2 2026 Jul 24, 2026
Compton Financial Group, LLC History No change 6,887 1,021 0.2% 0.2% 1659 0 0.0% Q2 2026 Aug 12, 2026
CHAPIN DAVIS, INC. History No change 6,882 1,020 0.18% 0.18% 1660 0 0.0% Q2 2026 Jul 07, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 7,462 1,015 0.24% 0.27% 1661 +54 0.73% Q3 2026 Oct 06, 2026
Capital Advisors Wealth Management, LLC History No change 6,831 1,013 0.12% 0.12% 1662 0 0.0% Q2 2026 Jul 23, 2026
Donor Advised Charitable Giving, Inc. History No change 6,801 1,008 0.02% 0.02% 1663 0 0.0% Q2 2026 Jul 24, 2026
Pacific Center for Financial Services History No change 6,788 1,006 0.22% 0.22% 1664 0 0.0% Q2 2026 Aug 05, 2026
WEALTH EFFECTS LLC History No change 6,781 1,005 0.27% 0.27% 1665 0 0.0% Q2 2026 Aug 06, 2026
Formidable Asset Management, LLC History No change 8,040 999 0.16% 0.16% 1666 0 0.0% Q2 2026 Jul 17, 2026
WFA of San Diego, LLC History No change 6,669 998 0.82% 0.82% 1667 0 0.0% Q2 2026 Aug 14, 2026
KLCM Advisors, Inc. History No change 6,713 995 0.08% 0.08% 1668 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 6,678 990 0.01% 0.01% 1669 0 0.0% Q2 2026 Jul 27, 2026
Granite Investment Partners, LLC History No change 6,639 984 0.05% 0.05% 1670 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 6,622 982 0.03% 0.03% 1671 0 0.0% Q2 2026 Jul 27, 2026
Capasso Planning Partners LLC History No change 6,625 982 0.49% 0.49% 1672 0 0.0% Q2 2026 Aug 18, 2026
Triad Wealth Partners, LLC History No change 6,640 981 0.06% 0.06% 1673 0 0.0% Q2 2026 Aug 10, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 6,586 977 0.08% 0.08% 1674 0 0.0% Q2 2026 Jul 09, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,582 976 0.07% 0.07% 1675 0 0.0% Q2 2026 Jul 16, 2026
Beacon Financial Advisory LLC History No change 6,563 973 0.19% 0.19% 1676 0 0.0% Q2 2026 Aug 05, 2026
Tyche Wealth Partners LLC History No change 6,551 971 0.14% 0.14% 1677 0 0.0% Q2 2026 Aug 06, 2026
Phillips Wealth Planners LLC History No change 6,660 968 0.71% 0.71% 1678 0 0.0% Q2 2026 Aug 07, 2026
Cynosure Group, LLC History No change 6,508 965 0.14% 0.14% 1679 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 6,492 963 0.02% 0.02% 1680 0 0.0% Q2 2026 Aug 11, 2026
Truepoint, Inc. History No change 6,491 962 0.02% 0.02% 1681 0 0.0% Q2 2026 Jul 31, 2026
LINCOLN CAPITAL CORP History No change 6,482 961 0.31% 0.31% 1682 0 0.0% Q2 2026 Jul 16, 2026
PTM WEALTH MANAGEMENT, LLC History No change 6,635 961 0.43% 0.43% 1683 0 0.0% Q2 2026 Aug 06, 2026
Talon Private Wealth, LLC History No change 6,459 958 0.11% 0.11% 1684 0 0.0% Q2 2026 Sep 11, 2026
Occidental Asset Management, LLC History No change 6,454 957 0.1% 0.1% 1685 0 0.0% Q2 2026 Aug 07, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 6,436 954 0.2% 0.2% 1686 0 0.0% Q2 2026 Jul 17, 2026
Traynor Capital Management, Inc. History No change 6,429 953 0.04% 0.04% 1687 0 0.0% Q2 2026 Jul 22, 2026
Collaborative Capital Advisors LLC History No change 6,413 951 0.6% 0.6% 1688 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 6,411 950 0.16% 0.16% 1689 0 0.0% Q2 2026 Jul 24, 2026
Acorn Wealth Advisors, LLC History No change 6,399 949 0.23% 0.23% 1690 0 0.0% Q2 2026 Jul 30, 2026
Cooper Financial Group History Added to 6,969 948 0.08% 0.08% 1692 +258 3.84% Q3 2026 Oct 07, 2026
Bank OZK History No change 6,397 948 0.28% 0.28% 1691 0 0.0% Q2 2026 Aug 17, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 6,355 942 0.26% 0.26% 1693 0 0.0% Q2 2026 Jul 31, 2026
Sentinel Advisory Group, LLC History No change 6,355 942 0.38% 0.38% 1694 0 0.0% Q2 2026 Jul 23, 2026
Horizon Family Wealth, Inc. History No change 6,334 939 0.43% 0.43% 1695 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Partners, Ltd. History No change 6,331 938 0.06% 0.06% 1696 0 0.0% Q2 2026 Aug 12, 2026
Indiana Trust & Investment Management Co History No change 6,321 937 0.26% 0.26% 1697 0 0.0% Q2 2026 Jul 22, 2026
ADE, LLC History No change 6,323 937 0.4% 0.4% 1698 0 0.0% Q2 2026 Aug 04, 2026
Clearbridge Investments, LLC History No change 6,308 935 0.0% 0.0% 1699 0 0.0% Q2 2026 Aug 13, 2026
Crestmont Private Wealth LLC History No change 6,310 935 0.26% 0.26% 1700 0 0.0% Q2 2026 Aug 07, 2026
Seven Post Investment Office LP History No change 6,298 934 0.27% 0.27% 1701 0 0.0% Q2 2026 Jul 28, 2026
CARDIFF PARK ADVISORS, LLC History No change 6,280 931 0.07% 0.07% 1702 0 0.0% Q2 2026 Aug 14, 2026
CVFG LLC History No change 6,276 930 0.1% 0.1% 1703 0 0.0% Q2 2026 Aug 11, 2026
PIONEER TRUST BANK N A/OR History No change 6,261 928 0.21% 0.21% 1704 0 0.0% Q2 2026 Jul 22, 2026
Commonwealth Financial Services, LLC History No change 6,250 926 0.12% 0.12% 1705 0 0.0% Q2 2026 Jul 15, 2026
Brio Consultants, LLC History No change 6,229 923 0.11% 0.11% 1706 0 0.0% Q2 2026 Aug 12, 2026
Willis Johnson & Associates, Inc. History No change 6,221 922 0.05% 0.05% 1707 0 0.0% Q2 2026 Aug 13, 2026
WHITE PINE CAPITAL LLC History No change 6,216 921 0.22% 0.22% 1708 0 0.0% Q2 2026 Aug 05, 2026
S.A. Mason LLC History No change 6,198 919 0.28% 0.28% 1709 0 0.0% Q2 2026 Jul 31, 2026
Security National Bank History No change 6,140 910 0.11% 0.11% 1710 0 0.0% Q2 2026 Jul 15, 2026
Gradient Capital Advisors, LLC History No change 6,134 909 0.21% 0.21% 1711 0 0.0% Q2 2026 Jul 13, 2026
Fortitude Advisory Group L.L.C. History No change 6,129 909 0.35% 0.35% 1712 0 0.0% Q2 2026 Jul 22, 2026
Yukon Wealth Management, Inc. History No change 6,125 908 0.26% 0.26% 1713 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 6,120 907 0.18% 0.18% 1714 0 0.0% Q2 2026 Jul 29, 2026
Cypress Wealth Services, LLC History No change 6,102 904 0.11% 0.11% 1715 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 6,090 903 0.01% 0.01% 1716 0 0.0% Q2 2026 Aug 13, 2026
Keeler Thomas Management LLC History No change 6,062 898 0.32% 0.32% 1717 0 0.0% Q2 2026 Jul 29, 2026
Stokes Capital Advisors, LLC History No change 6,058 898 0.19% 0.19% 1718 0 0.0% Q2 2026 Jul 22, 2026
First National Advisers, LLC History No change 6,051 897 0.13% 0.13% 1719 0 0.0% Q2 2026 Jul 21, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 6,044 896 0.05% 0.05% 1720 0 0.0% Q2 2026 Aug 14, 2026
Emprise Bank History No change 6,580 895 0.34% 0.36% 1721 0 0.0% Q3 2026 Oct 07, 2026
Kennebec Savings Bank History No change 6,017 892 0.72% 0.72% 1722 0 0.0% Q2 2026 Jul 13, 2026
Towerpoint Wealth, LLC History No change 5,232 889 0.31% 0.31% 1723 0 0.0% Q2 2026 Jul 09, 2026
Empirical Asset Management, LLC History No change 5,961 884 0.2% 0.2% 1724 0 0.0% Q2 2026 Aug 10, 2026
Horizons Wealth Management History New 6,495 883 0.55% — 1726 +6,495 New Q3 2026 Oct 05, 2026
Relyea Zuckerberg Hanson LLC History No change 5,956 883 0.07% 0.07% 1725 0 0.0% Q2 2026 Jul 16, 2026
MOTCO History No change 5,949 882 0.08% 0.08% 1727 0 0.0% Q2 2026 Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 5,930 879 0.04% 0.04% 1728 0 0.0% Q2 2026 Aug 11, 2026
Creekside Partners History No change 5,923 878 0.32% 0.32% 1729 0 0.0% Q2 2026 Jul 30, 2026
First Heartland Consultants, Inc. History No change 5,919 877 0.06% 0.06% 1730 0 0.0% Q2 2026 Jul 08, 2026
GREENWOOD GEARHART LLC History No change 5,910 876 0.04% 0.04% 1731 0 0.0% Q2 2026 Jul 24, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 5,912 876 0.27% 0.27% 1732 0 0.0% Q2 2026 Jul 22, 2026
Brookmont Capital Management History No change 5,884 872 0.47% 0.47% 1733 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Advisors, LLC History No change 5,886 872 0.1% 0.1% 1734 0 0.0% Q2 2026 Aug 14, 2026
Alta Wealth Advisors LLC History No change 5,883 872 0.24% 0.24% 1735 0 0.0% Q2 2026 Jul 30, 2026
Argos Wealth Advisors, LLC History No change 5,871 870 0.23% 0.23% 1736 0 0.0% Q2 2026 Aug 13, 2026
Dupree Financial Group, LLC History No change 5,869 870 0.33% 0.33% 1737 0 0.0% Q2 2026 Jul 23, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 5,862 869 0.05% 0.05% 1738 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 5,844 867 0.13% 0.13% 1739 0 0.0% Q2 2026 Jul 30, 2026
TL Private Wealth History No change 5,937 863 0.32% 0.32% 1740 0 0.0% Q2 2026 Jul 08, 2026
Ledyard National Bank History No change 5,811 861 0.07% 0.07% 1741 0 0.0% Q2 2026 Jul 16, 2026
Kearns & Associates LLC History No change 5,808 861 0.4% 0.4% 1742 0 0.0% Q2 2026 Jul 23, 2026
Balefire, LLC History No change 5,795 859 0.14% 0.14% 1743 0 0.0% Q2 2026 Jul 07, 2026
American Institute for Advanced Investment Management, LLP History No change 5,797 859 0.5% 0.5% 1744 0 0.0% Q2 2026 Jul 21, 2026
MOTIVE WEALTH ADVISORS History No change 5,795 859 0.35% 0.35% 1745 0 0.0% Q2 2026 Jul 20, 2026
Advanced Asset Management Advisors Inc History No change 5,781 857 0.23% 0.23% 1746 0 0.0% Q2 2026 Jul 16, 2026
Advisors Capital Management, LLC History No change 5,776 856 0.01% 0.01% 1747 0 0.0% Q2 2026 Aug 11, 2026
Livet Wealth, LLC History No change 5,768 855 0.49% 0.49% 1748 0 0.0% Q2 2026 Jul 28, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 5,760 854 0.19% 0.19% 1749 0 0.0% Q2 2026 Aug 10, 2026
Cambria Investment Management, L.P. History No change 5,749 852 0.04% 0.04% 1750 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 5,748 852 0.05% 0.05% 1751 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 5,733 850 0.03% 0.03% 1752 0 0.0% Q2 2026 Aug 14, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 5,727 849 0.18% 0.18% 1753 0 0.0% Q2 2026 Jul 09, 2026
Twelve Points Wealth Management LLC History No change 5,714 847 0.17% 0.17% 1754 0 0.0% Q2 2026 Aug 07, 2026
Balance Wealth Partners LLC History No change 5,717 847 0.23% 0.23% 1755 0 0.0% Q2 2026 Jul 21, 2026
Adams Wealth Management History No change 5,711 846 0.16% 0.16% 1756 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 5,711 846 0.14% 0.14% 1757 0 0.0% Q2 2026 Aug 11, 2026
Bouchey Financial Group, Ltd. History No change 5,699 845 0.05% 0.05% 1758 0 0.0% Q2 2026 Jul 27, 2026
McNaughton Wealth Management, LLC History No change 5,703 845 0.3% 0.3% 1759 0 0.0% Q2 2026 Jul 07, 2026
Shade Tree Advisors LLC History No change 5,700 845 0.49% 0.49% 1760 0 0.0% Q2 2026 Aug 04, 2026
LPWM LLC History No change 5,692 844 0.19% 0.19% 1761 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 5,678 842 0.06% 0.06% 1762 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 5,650 837 0.0% 0.0% 1763 0 0.0% Q2 2026 Aug 14, 2026
Performance Wealth Partners, LLC History No change 5,644 837 0.02% 0.02% 1764 0 0.0% Q2 2026 Aug 07, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 5,638 836 0.3% 0.3% 1765 0 0.0% Q2 2026 Jul 21, 2026
August Group Capital Ltd History No change 5,642 836 0.92% 0.92% 1766 0 0.0% Q2 2026 Aug 10, 2026
GDS Wealth Management History No change 5,632 835 0.04% 0.04% 1767 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 6,134 834 0.17% 0.19% 1768 -131 -2.09% Q3 2026 Oct 05, 2026
HFG Advisors, Inc. History No change 5,609 831 0.52% 0.52% 1769 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 5,602 830 0.06% 0.06% 1770 0 0.0% Q2 2026 Sep 04, 2026
Greenspring Advisors, LLC History No change 5,600 830 0.05% 0.05% 1771 0 0.0% Q2 2026 Aug 11, 2026
3Chopt Investment Partners, LLC History No change 5,600 830 0.16% 0.16% 1772 0 0.0% Q2 2026 Jul 29, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 5,584 828 0.18% 0.18% 1773 0 0.0% Q2 2026 Jul 07, 2026
MASECO LLP History No change 5,570 826 0.02% 0.02% 1774 0 0.0% Q2 2026 Aug 05, 2026
Ballast Rock Private Wealth LLC History No change 5,566 825 0.38% 0.38% 1775 0 0.0% Q2 2026 Aug 10, 2026
Crew Capital Management, Ltd History No change 5,557 824 0.45% 0.45% 1776 0 0.0% Q2 2026 Aug 03, 2026
GGM Financial LLC History No change 5,553 823 0.31% 0.31% 1777 0 0.0% Q2 2026 Jul 23, 2026
CNB Bank History No change 5,549 822 0.32% 0.32% 1778 0 0.0% Q2 2026 Aug 06, 2026
Vantus Wealth LLC History No change 5,545 822 0.44% 0.44% 1779 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,540 821 0.04% 0.04% 1780 0 0.0% Q2 2026 Jul 28, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 5,515 818 0.28% 0.28% 1781 0 0.0% Q2 2026 Aug 05, 2026
InvesTrust History No change 5,510 817 0.31% 0.31% 1782 0 0.0% Q2 2026 Jul 14, 2026
Exchange Bank History Added to 5,995 815 0.5% 0.55% 1783 +80 1.35% Q3 2026 Oct 07, 2026
Ardent Capital Management, Inc. History No change 5,493 814 0.34% 0.34% 1784 0 0.0% Q2 2026 Jul 20, 2026
Legacy Wealth Partners, LLC History No change 5,463 810 0.18% 0.18% 1785 0 0.0% Q2 2026 Jul 22, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 5,456 809 0.05% 0.05% 1786 0 0.0% Q2 2026 Jul 13, 2026
SP Asset Management LLC History No change 5,441 806 0.06% 0.06% 1787 0 0.0% Q2 2026 Aug 04, 2026
Glass Jacobson Investment Advisors llc History No change 5,441 806 0.25% 0.25% 1788 0 0.0% Q2 2026 Jul 30, 2026
POSTROCK PARTNERS LLC History No change 5,441 806 0.33% 0.33% 1789 0 0.0% Q2 2026 Jul 24, 2026
Crews Bank & Trust History No change 5,429 805 0.11% 0.11% 1790 0 0.0% Q2 2026 Jul 16, 2026
Ridgeline Wealth Planning, LLC History No change 5,414 802 0.51% 0.51% 1791 0 0.0% Q2 2026 Jul 24, 2026
Sunpointe, LLC History No change 5,394 800 0.23% 0.23% 1792 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History Added to 5,846 795 0.15% 0.07% 1793 +3,671 168.78% Q3 2026 Oct 07, 2026
Daner Wealth Management, LLC History No change 5,316 795 0.43% 0.43% 1794 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 5,351 793 0.06% 0.06% 1795 0 0.0% Q2 2026 Jul 07, 2026
American Investment Services, Inc. History No change 5,337 791 0.17% 0.17% 1796 0 0.0% Q2 2026 Aug 12, 2026
Costello Asset Management, INC History No change 5,339 791 0.24% 0.24% 1797 0 0.0% Q2 2026 Jul 28, 2026
Upper Left Wealth Management, LLC History No change 5,336 791 0.44% 0.44% 1798 0 0.0% Q2 2026 Jul 14, 2026
Alhambra Investment Management LLC History No change 5,318 788 0.34% 0.34% 1799 0 0.0% Q2 2026 Jul 16, 2026
WADDELL & ASSOCIATES, LLC History No change 5,308 787 0.04% 0.04% 1800 0 0.0% Q2 2026 Jul 15, 2026
W ADVISORS, LLC History No change 5,313 787 0.36% 0.36% 1801 0 0.0% Q2 2026 Jul 31, 2026
SIERRA SUMMIT ADVISORS LLC History No change 5,300 786 0.09% 0.09% 1802 0 0.0% Q2 2026 Jul 20, 2026
Hoxton Planning & Management, LLC History No change 5,286 783 0.2% 0.2% 1803 0 0.0% Q2 2026 Jul 16, 2026
21 West Wealth Management LLC History No change 5,271 781 0.67% 0.67% 1804 0 0.0% Q2 2026 Jul 13, 2026
Brightwater Advisory LLC History No change 5,224 774 0.49% 0.49% 1805 0 0.0% Q2 2026 Aug 07, 2026
Carson Advisory Inc. History No change 5,212 773 0.36% 0.36% 1806 0 0.0% Q2 2026 Aug 11, 2026
Clarendon Private LLC History No change 5,205 772 0.5% 0.5% 1807 0 0.0% Q2 2026 Jul 22, 2026
BKM Wealth Management, LLC History No change 5,201 771 0.27% 0.27% 1808 0 0.0% Q2 2026 Jul 29, 2026
JGP Wealth Management, LLC History No change 5,196 770 0.07% 0.07% 1809 0 0.0% Q2 2026 Jul 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 5,194 770 0.04% 0.04% 1810 0 0.0% Q2 2026 Jul 20, 2026
Seaside Wealth Management, Inc. History No change 5,190 769 0.19% 0.19% 1811 0 0.0% Q2 2026 Aug 05, 2026
Coppell Advisory Solutions LLC History No change 30,936 768 0.06% 0.06% 1812 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 5,183 768 0.24% 0.24% 1813 0 0.0% Q2 2026 Jul 23, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 5,173 767 0.1% 0.1% 1814 0 0.0% Q2 2026 Jul 22, 2026
Hansen & Associates Financial Group, Inc. History No change 5,216 765 0.44% 0.44% 1815 0 0.0% Q2 2026 Jul 20, 2026
Private Capital Management, LLC History No change 5,148 763 0.07% 0.07% 1816 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 5,140 762 0.11% 0.11% 1817 0 0.0% Q2 2026 Aug 10, 2026
GWN SECURITIES INC. History No change 5,139 762 0.13% 0.13% 1818 0 0.0% Q2 2026 Aug 05, 2026
Aspen Wealth Management LLC History No change 5,120 759 0.13% 0.13% 1819 0 0.0% Q2 2026 Jul 31, 2026
Chicago Capital, LLC History No change 5,118 758 0.02% 0.02% 1820 0 0.0% Q2 2026 Jul 27, 2026
Strategic Financial Planning, Inc. History No change 5,107 757 0.4% 0.4% 1821 0 0.0% Q2 2026 Aug 14, 2026
O'Keefe Stevens Advisory, Inc. History No change 5,099 756 0.16% 0.16% 1822 0 0.0% Q2 2026 Jul 13, 2026
GRANVILLE CAPITAL, INC. History No change 5,091 755 0.34% 0.34% 1823 0 0.0% Q2 2026 Aug 11, 2026
SFM, LLC History No change 5,079 753 0.39% 0.39% 1824 0 0.0% Q2 2026 Jul 07, 2026
Gilman Hill Asset Management, LLC History No change 5,075 752 0.1% 0.1% 1825 0 0.0% Q2 2026 Jul 09, 2026
Financial Perspectives, Inc History No change 5,069 751 0.18% 0.18% 1826 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Advisory Group LLC History No change 5,057 749 0.05% 0.05% 1827 0 0.0% Q2 2026 Jul 17, 2026
COWA, LLC History No change 5,055 749 0.19% 0.19% 1828 0 0.0% Q2 2026 Aug 05, 2026
Permanens Capital L.P. History No change 5,000 741 0.08% 0.08% 1829 0 0.0% Q2 2026 Aug 14, 2026
Kesler, Norman & Wride, LLC History No change 4,992 740 0.12% 0.12% 1830 0 0.0% Q2 2026 Jul 23, 2026
TRED AVON FAMILY WEALTH, LLC History No change 4,991 740 0.23% 0.23% 1831 0 0.0% Q2 2026 Aug 10, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,977 738 0.02% 0.02% 1832 0 0.0% Q2 2026 Jul 14, 2026
KEYVANTAGE WEALTH, LLC History No change 4,971 737 0.28% 0.28% 1833 0 0.0% Q2 2026 Aug 11, 2026
Lakeridge Wealth Management LLC History No change 4,952 734 0.27% 0.27% 1834 0 0.0% Q2 2026 Jul 14, 2026
Greystone Financial Group, LLC History No change 4,943 733 0.2% 0.2% 1835 0 0.0% Q2 2026 Jul 28, 2026
BluePrint Investing LLC History No change 4,949 733 0.55% 0.55% 1836 0 0.0% Q2 2026 Jul 17, 2026
High Probability Advisors, LLC History No change 4,937 732 0.08% 0.08% 1837 0 0.0% Q2 2026 Jul 13, 2026
E&G Advisors, LLC History No change 4,927 730 0.14% 0.14% 1838 0 0.0% Q2 2026 Jul 23, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,911 728 0.02% 0.02% 1839 0 0.0% Q2 2026 Jul 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,904 727 0.09% 0.09% 1840 0 0.0% Q2 2026 Aug 05, 2026
UPTICK PARTNERS, LLC History No change 4,900 726 0.11% 0.11% 1841 0 0.0% Q2 2026 Aug 10, 2026
Main Street Group, LTD History No change 4,854 719 0.17% 0.17% 1842 0 0.0% Q2 2026 Jul 13, 2026
APPLETON PARTNERS INC/MA History No change 4,832 717 0.04% 0.04% 1843 0 0.0% Q2 2026 Jul 21, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 4,829 716 0.11% 0.11% 1844 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 4,832 716 0.55% 0.55% 1845 0 0.0% Q2 2026 Jul 30, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 4,824 715 0.35% 0.35% 1846 0 0.0% Q2 2026 Jul 21, 2026
Legacy Capital Wealth Partners, LLC History No change 13,189 713 0.14% 0.14% 1847 0 0.0% Q2 2026 Aug 12, 2026
Nemes Rush Group LLC History No change 4,813 713 0.06% 0.06% 1848 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 4,797 711 0.13% 0.13% 1849 0 0.0% Q2 2026 Aug 10, 2026
Serenity Investment Advisors History No change 4,859 711 0.3% 0.3% 1850 0 0.0% Q2 2026 Aug 24, 2026
CAPITAL CITY TRUST CO/FL History No change 4,794 710 0.15% 0.15% 1851 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,754 705 0.01% 0.01% 1852 0 0.0% Q2 2026 Aug 11, 2026
LMG Wealth Partners, LLC History No change 4,751 704 0.11% 0.11% 1853 0 0.0% Q2 2026 Aug 12, 2026
TOTH FINANCIAL ADVISORY CORP History No change 4,744 703 0.07% 0.07% 1854 0 0.0% Q2 2026 Jul 14, 2026
Stillwater Private Wealth, LLC History No change 4,705 701 0.46% 0.46% 1855 0 0.0% Q2 2026 Aug 13, 2026
Argent Advisors, Inc. History No change 4,724 700 0.18% 0.18% 1856 0 0.0% Q2 2026 Aug 05, 2026
Peloton Wealth Strategists History No change 4,709 698 0.26% 0.26% 1857 0 0.0% Q2 2026 Aug 10, 2026
Live Oak Private Wealth LLC History No change 4,712 698 0.09% 0.09% 1858 0 0.0% Q2 2026 Jul 20, 2026
Bonfire Financial History No change 4,698 696 0.45% 0.45% 1859 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 4,692 695 0.04% 0.04% 1860 0 0.0% Q2 2026 Jul 28, 2026
Shared Vision Wealth Group LLC History No change 4,681 694 0.24% 0.24% 1861 0 0.0% Q2 2026 Jul 31, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,666 692 0.01% 0.01% 1862 0 0.0% Q2 2026 Jul 30, 2026
Symphony Financial, Ltd. Co. History No change 4,675 691 0.08% 0.08% 1863 0 0.0% Q2 2026 Aug 03, 2026
Finley Financial, LLC History No change 4,660 691 0.28% 0.28% 1864 0 0.0% Q2 2026 Jul 08, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,652 690 0.04% 0.04% 1865 0 0.0% Q2 2026 Jul 20, 2026
Strategies Wealth Advisors, LLC History No change 4,658 690 0.06% 0.06% 1866 0 0.0% Q2 2026 Aug 14, 2026
Arnold Financial Planning LLC History No change 4,654 690 0.51% 0.51% 1867 0 0.0% Q2 2026 Jul 13, 2026
Insight Wealth Strategies, LLC History No change 4,668 688 0.07% 0.07% 1868 0 0.0% Q2 2026 Jul 10, 2026
Fortune Financial Advisors, LLC History No change 4,634 687 0.29% 0.29% 1869 0 0.0% Q2 2026 Jul 22, 2026
PATTEN & PATTEN INC/TN History No change 4,627 686 0.04% 0.04% 1870 0 0.0% Q2 2026 Aug 05, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 8,900 686 0.16% 0.16% 1871 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 4,619 685 0.31% 0.31% 1872 0 0.0% Q2 2026 Aug 06, 2026
Orange Investment Advisors, Inc. History No change 4,618 684 0.08% 0.08% 1873 0 0.0% Q2 2026 Jul 21, 2026
WealthBridge Capital Management, LLC History No change 4,611 683 0.14% 0.14% 1874 0 0.0% Q2 2026 Jul 24, 2026
Financial Council, LLC History No change 4,608 683 0.22% 0.22% 1875 0 0.0% Q2 2026 Aug 04, 2026
Lazard Freres Gestion S.A.S. History No change 4,602 682 0.01% 0.01% 1876 0 0.0% Q2 2026 Aug 06, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 4,602 682 0.14% 0.14% 1877 0 0.0% Q2 2026 Jul 22, 2026
Financial Insights, Inc. History No change 4,594 681 0.18% 0.18% 1878 0 0.0% Q2 2026 Aug 25, 2026
Roan Capital Partners History No change 4,596 681 0.56% 0.56% 1879 0 0.0% Q2 2026 Jul 08, 2026
TSFG, LLC History No change 4,576 679 0.09% 0.09% 1880 0 0.0% Q2 2026 Jul 23, 2026
PHILADELPHIA TRUST CO History No change 4,555 676 0.04% 0.04% 1881 0 0.0% Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,560 676 0.0% 0.0% 1882 0 0.0% Q2 2026 Aug 14, 2026
DDD Partners, LLC History No change 4,563 676 0.04% 0.04% 1883 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 4,637 676 0.09% 0.09% 1884 0 0.0% Q2 2026 Jul 29, 2026
Stillwater Capital Advisors, LLC History No change 4,552 675 0.07% 0.07% 1885 0 0.0% Q2 2026 Jul 23, 2026
River Wealth Advisors LLC History No change 4,556 675 0.07% 0.07% 1886 0 0.0% Q2 2026 Aug 04, 2026
Beacon Bank & Trust History No change 4,555 675 0.13% 0.13% 1887 0 0.0% Q2 2026 Aug 03, 2026
Clare Market Investments LLC History No change 4,546 674 0.12% 0.12% 1888 0 0.0% Q2 2026 Jul 27, 2026
SFAM, LLC History No change 4,539 673 0.55% 0.55% 1889 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 4,535 672 0.03% 0.03% 1890 0 0.0% Q2 2026 Aug 04, 2026
Cove Private Wealth, LLC History No change 4,532 672 0.13% 0.13% 1891 0 0.0% Q2 2026 Jul 31, 2026
Wealth Group Ltd History Reduced 4,823 668 0.12% 0.14% 1893 -66 -1.35% Q3 2026 Oct 07, 2026
NorthCrest Asset Manangement, LLC History No change 4,596 668 0.02% 0.02% 1892 0 0.0% Q2 2026 Jul 15, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,489 665 0.07% 0.07% 1894 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 4,490 665 0.04% 0.04% 1895 0 0.0% Q2 2026 Aug 05, 2026
Modus Advisors, LLC History No change 4,467 662 0.16% 0.16% 1896 0 0.0% Q2 2026 Aug 03, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 4,459 661 0.11% 0.11% 1897 0 0.0% Q2 2026 Aug 04, 2026
Northwest Bancshares, Inc. History No change 4,449 659 0.12% 0.12% 1898 0 0.0% Q2 2026 Aug 14, 2026
Howard Capital Management Group, LLC History No change 4,449 659 0.04% 0.04% 1899 0 0.0% Q2 2026 Jul 16, 2026
Fiduciary Wealth Partners, LLC History No change 4,442 658 0.36% 0.36% 1900 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Group, LLC / IL History No change 4,432 657 0.16% 0.16% 1901 0 0.0% Q2 2026 Jul 30, 2026
Nicholas Hoffman & Company, LLC. History No change 4,404 653 0.01% 0.01% 1902 0 0.0% Q2 2026 Aug 04, 2026
Kachkovsky & Fisher, Inc. History No change 4,407 653 0.63% 0.63% 1903 0 0.0% Q2 2026 Sep 08, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4,402 652 0.06% 0.06% 1904 0 0.0% Q2 2026 Jul 30, 2026
Balboa Wealth Partners History No change 4,399 652 0.09% 0.09% 1905 0 0.0% Q2 2026 Aug 10, 2026
Vines Capital Management, LLC History No change 4,389 650 0.53% 0.53% 1906 0 0.0% Q2 2026 Aug 14, 2026
Nabity-Jensen Investment Management Inc History No change 4,380 649 0.4% 0.4% 1907 0 0.0% Q2 2026 Jul 27, 2026
Parkside Investments, LLC History No change 4,370 648 0.07% 0.07% 1908 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 4,361 646 0.09% 0.09% 1909 0 0.0% Q2 2026 Aug 04, 2026
Pine Haven Investment Counsel, Inc History No change 4,345 644 0.43% 0.43% 1910 0 0.0% Q2 2026 Jul 08, 2026
GreatBanc Trust CO History No change 4,340 643 0.4% 0.4% 1911 0 0.0% Q2 2026 Jul 29, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 4,320 640 0.35% 0.35% 1912 0 0.0% Q2 2026 Jul 24, 2026
Medallion Wealth Advisors, LLC History No change 4,284 639 0.2% 0.2% 1913 0 0.0% Q2 2026 Aug 14, 2026
Courage Miller Partners, LLC History No change 4,309 638 0.17% 0.17% 1914 0 0.0% Q2 2026 Jul 23, 2026
Unique Wealth Strategies, LLC History No change 4,305 638 0.23% 0.23% 1915 0 0.0% Q2 2026 Jul 15, 2026
Evansbrook LLC History No change 4,304 638 0.38% 0.38% 1916 0 0.0% Q2 2026 Aug 04, 2026
Freestone Capital Holdings, LLC History No change 4,298 637 0.02% 0.02% 1917 0 0.0% Q2 2026 Jul 31, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,289 636 0.17% 0.17% 1918 0 0.0% Q2 2026 Aug 07, 2026
Clear Point Advisors Inc. History No change 4,275 634 0.56% 0.56% 1919 0 0.0% Q2 2026 Jul 28, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 4,270 633 0.04% 0.04% 1920 0 0.0% Q2 2026 Jul 21, 2026
First PREMIER Bank History No change 4,266 633 0.1% 0.1% 1921 0 0.0% Q2 2026 Jul 15, 2026
BANQUE PICTET & CIE SA History No change 4,249 630 0.0% 0.0% 1922 0 0.0% Q2 2026 Jul 24, 2026
Clarity Wealth Advisors, LLC History No change 4,254 630 0.11% 0.11% 1923 0 0.0% Q2 2026 Jul 24, 2026
Milestone Asset Management Group, LLC History No change 4,247 629 0.32% 0.32% 1924 0 0.0% Q2 2026 Jul 30, 2026
EPG Wealth Management LLC History No change 4,231 627 0.15% 0.15% 1925 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 4,214 624 0.14% 0.14% 1926 0 0.0% Q2 2026 Sep 02, 2026
Proactive Wealth Strategies LLC History No change 4,204 623 0.1% 0.1% 1927 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 4,162 617 0.11% 0.11% 1928 0 0.0% Q2 2026 Aug 05, 2026
Leisure Capital Management History No change 4,158 616 0.19% 0.19% 1929 0 0.0% Q2 2026 Jul 24, 2026
Portland Financial Advisors Inc History No change 4,137 613 1.12% 1.12% 1930 0 0.0% Q2 2026 Aug 10, 2026
Orgel Wealth Management, LLC History No change 4,133 612 0.01% 0.01% 1931 0 0.0% Q2 2026 Jul 13, 2026
Nautilus Advisors LLC History Added to 4,484 610 0.37% 0.37% 1934 +194 4.52% Q3 2026 Oct 06, 2026
Nilsine Partners, LLC History No change 4,117 610 0.04% 0.04% 1932 0 0.0% Q2 2026 Jul 24, 2026
ADG Wealth Management Group, LLC History No change 4,119 610 0.39% 0.39% 1933 0 0.0% Q2 2026 Jul 27, 2026
DOLIVER ADVISORS, LP History No change 4,477 609 0.13% 0.15% 1935 0 0.0% Q3 2026 Oct 01, 2026
OneAscent Financial Services LLC History No change 4,110 609 0.03% 0.03% 1936 0 0.0% Q2 2026 Aug 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 4,090 606 0.03% 0.03% 1937 0 0.0% Q2 2026 Jul 27, 2026
Ironwood Investment Counsel, LLC History No change 4,052 601 0.08% 0.08% 1938 0 0.0% Q2 2026 Aug 05, 2026
Tribridge Partners Financial LLC History No change 4,134 601 0.24% 0.24% 1939 0 0.0% Q2 2026 Aug 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 4,052 600 0.04% 0.04% 1940 0 0.0% Q2 2026 Aug 13, 2026
BSW Wealth Partners History No change 4,048 600 0.07% 0.07% 1941 0 0.0% Q2 2026 Jul 15, 2026
Allie Family Office LLC History No change 4,048 600 0.22% 0.22% 1942 0 0.0% Q2 2026 Oct 02, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 4,052 600 0.25% 0.25% 1943 0 0.0% Q2 2026 Jul 16, 2026
SFG Wealth Management, LLC. History No change 4,043 599 0.22% 0.22% 1944 0 0.0% Q2 2026 Jul 22, 2026
Kooman & Associates History No change 4,045 599 0.16% 0.16% 1945 0 0.0% Q2 2026 Jul 22, 2026
Grant Private Wealth Management Inc History No change 4,040 599 0.25% 0.25% 1946 0 0.0% Q2 2026 Jul 07, 2026
Gouws Capital LLC History No change 4,025 596 0.28% 0.28% 1947 0 0.0% Q2 2026 Jul 13, 2026
HighRoad Wealth Advisors, LLC History No change 4,022 596 0.5% 0.5% 1948 0 0.0% Q2 2026 Jul 21, 2026
Lauer Wealth, LLC History No change 4,084 593 0.36% 0.36% 1949 0 0.0% Q2 2026 Jul 15, 2026
LAM GROUP, INC. History No change 4,000 593 0.29% 0.29% 1950 0 0.0% Q2 2026 Jul 10, 2026
Tidal Investments LLC History No change 3,985 591 0.0% 0.0% 1951 0 0.0% Q2 2026 Aug 13, 2026
Douglass Winthrop Advisors, LLC History No change 3,967 588 0.01% 0.01% 1952 0 0.0% Q2 2026 Aug 13, 2026
Stokes Family Office, LLC History No change 3,968 588 0.07% 0.07% 1953 0 0.0% Q2 2026 Aug 11, 2026
Dale Q Rice Investment Management Ltd History No change 3,966 588 0.32% 0.32% 1954 0 0.0% Q2 2026 Aug 07, 2026
Diversified Enterprises, LLC History No change 3,963 587 0.03% 0.03% 1955 0 0.0% Q2 2026 Jul 31, 2026
FC Advisory LLC History Added to 4,309 586 0.15% 0.17% 1956 +25 0.58% Q3 2026 Oct 05, 2026
Decker Wealth Management LLC History No change 3,956 586 0.12% 0.12% 1957 0 0.0% Q2 2026 Jul 30, 2026
Polaris Investment Advisors, LLC History No change 3,949 585 0.37% 0.37% 1958 0 0.0% Q2 2026 Jul 09, 2026
Keating Financial Advisory Services, Inc. History No change 3,946 585 0.08% 0.08% 1959 0 0.0% Q2 2026 Aug 11, 2026
Lantz Financial LLC History No change 3,942 584 0.11% 0.11% 1960 0 0.0% Q2 2026 Jul 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,704 584 0.07% 0.07% 1961 0 0.0% Q2 2026 Aug 05, 2026
Landing Point Financial Group, LLC History No change 3,942 584 0.2% 0.2% 1962 0 0.0% Q2 2026 Aug 06, 2026
Investment Research Partners LLC History No change 3,932 583 0.2% 0.2% 1963 0 0.0% Q2 2026 Aug 04, 2026
Aufman Associates Inc History No change 3,931 582 0.23% 0.23% 1964 0 0.0% Q2 2026 Aug 12, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 3,928 582 0.41% 0.41% 1965 0 0.0% Q2 2026 Jul 29, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 3,915 580 0.1% 0.1% 1966 0 0.0% Q2 2026 Jul 31, 2026
Petros Family Wealth, LLC History No change 3,911 579 0.35% 0.35% 1967 0 0.0% Q2 2026 Jul 27, 2026
Ballentine Capital Advisors, Inc History No change 3,908 579 0.22% 0.22% 1968 0 0.0% Q2 2026 Jul 23, 2026
SMART Wealth LLC History No change 3,886 576 0.12% 0.12% 1969 0 0.0% Q2 2026 Aug 05, 2026
FOSTER & MOTLEY INC History No change 3,875 575 0.03% 0.03% 1970 0 0.0% Q2 2026 Aug 07, 2026
F&V Capital Management, LLC History No change 3,880 575 0.11% 0.11% 1971 0 0.0% Q2 2026 Jul 21, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,872 574 0.04% 0.04% 1972 0 0.0% Q2 2026 Aug 05, 2026
BankPlus Trust Department History No change 3,877 574 0.13% 0.13% 1973 0 0.0% Q2 2026 Jul 28, 2026
AA Financial Advisors, LLC History No change 3,859 572 0.07% 0.07% 1974 0 0.0% Q2 2026 Jul 17, 2026
SIMPLEX TRADING, LLC History No change 3,849 570 0.0% 0.0% 1975 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,842 570 0.36% 0.36% 1976 0 0.0% Q2 2026 Aug 13, 2026
DUNCKER STREETT & CO INC History No change 3,843 569 0.1% 0.1% 1977 0 0.0% Q2 2026 Jul 28, 2026
Prospera Capital Management, LLC History No change 3,876 569 0.18% 0.18% 1978 0 0.0% Q2 2026 Jul 27, 2026
Avondale Wealth Management History No change 3,830 568 0.23% 0.23% 1979 0 0.0% Q2 2026 Jul 13, 2026
Veracity Capital LLC History No change 3,832 568 0.15% 0.15% 1980 0 0.0% Q2 2026 Jul 10, 2026
ARS Investment Partners, LLC History No change 3,828 567 0.02% 0.02% 1981 0 0.0% Q2 2026 Jul 09, 2026
SteelPeak Wealth, LLC History No change 3,807 564 0.01% 0.01% 1982 0 0.0% Q2 2026 Jul 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 4,132 562 0.11% 0.14% 1984 -379 -8.4% Q3 2026 Oct 05, 2026
ALERUS FINANCIAL NA History No change 3,791 562 0.02% 0.02% 1983 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Managment, LLC/ID History No change 3,793 562 0.23% 0.23% 1985 0 0.0% Q2 2026 Aug 13, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 3,776 560 0.26% 0.26% 1986 0 0.0% Q2 2026 Jul 29, 2026
Carbahal Olsen Financial Services Group, LLC History No change 3,770 559 0.39% 0.39% 1987 0 0.0% Q2 2026 Aug 14, 2026
Avail Investment Partners, LLC History No change 3,772 559 0.43% 0.43% 1988 0 0.0% Q2 2026 Jul 31, 2026
Bath Savings Trust Co History Added to 4,099 557 0.06% 0.05% 1989 +816 24.86% Q3 2026 Oct 07, 2026
Plum Street Advisors, LLC History No change 3,762 557 0.18% 0.18% 1990 0 0.0% Q2 2026 Aug 13, 2026
Altus Wealth Group LLC History No change 3,749 556 0.2% 0.2% 1991 0 0.0% Q2 2026 Jul 17, 2026
Cherry Tree Wealth Management, LLC History No change 3,754 556 0.1% 0.1% 1992 0 0.0% Q2 2026 Sep 15, 2026
Worth Asset Management, LLC History New 4,078 554 0.16% — 1994 +4,078 New Q3 2026 Oct 07, 2026
3EDGE Asset Management, LP History No change 3,742 554 0.02% 0.02% 1993 0 0.0% Q2 2026 Jul 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,724 553 0.0% 0.0% 1995 0 0.0% Q2 2026 Aug 14, 2026
NCM Capital Management, LLC History No change 3,728 552 0.17% 0.17% 1996 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 3,727 552 0.08% 0.08% 1997 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Capital Advisors LLC History No change 3,710 550 0.04% 0.04% 1998 0 0.0% Q2 2026 Aug 12, 2026
Haverford Financial Services, Inc. History No change 3,704 549 0.16% 0.16% 1999 0 0.0% Q2 2026 Aug 12, 2026
GW HENSSLER & ASSOCIATES LTD History No change 3,696 548 0.02% 0.02% 2000 0 0.0% Q2 2026 Jul 28, 2026