iSHARES TRUST - ITOT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 85,943,202 14,117,889 0.21% 0.21% 1 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 66,599,281 10,940,263 1.77% 1.77% 2 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 14,987,349 2,461,971 4.73% 4.73% 3 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 10,338,360 1,698,282 2.87% 2.87% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 10,164,560 1,669,732 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,218,914 1,597,909 0.53% 0.53% 6 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 8,536,010 1,402,210 1.44% 1.44% 7 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 6,547,081 1,075,489 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,546,183 1,075,341 0.24% 0.24% 9 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 5,859,022 962,432 8.16% 8.16% 10 0 0.0% Q2 2026 Aug 06, 2026
ALLSTATE CORP History No change 5,279,976 867,341 8.66% 8.66% 11 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,177,729 686,275 0.16% 0.16% 12 0 0.0% Q2 2026 Sep 23, 2026
Blue Trust, Inc. History No change 4,090,776 671,991 7.04% 7.04% 13 0 0.0% Q2 2026 Jul 21, 2026
SigFig Wealth Management, LLC History Reduced 3,998,550 664,878 16.6% 17.59% 14 -71,720 -1.76% Q3 2026 Oct 07, 2026
Ballentine Partners, LLC History No change 3,149,753 517,410 6.32% 6.32% 15 0 0.0% Q2 2026 Jul 17, 2026
Auto-Owners Insurance Co History No change 3,037,774 499,015 11.27% 11.27% 16 0 0.0% Q2 2026 Jul 15, 2026
AlTi Global, Inc. History No change 2,992,236 491,534 10.16% 10.16% 17 0 0.0% Q2 2026 Aug 05, 2026
Norinchukin Bank, The History No change 2,246,560 369,042 3.59% 3.59% 18 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,123,118 348,784 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 2,063,768 339,015 0.2% 0.2% 20 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,009,020 330,021 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,879,380 302,300 0.12% 0.12% 22 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 1,838,405 301,996 0.37% 0.37% 23 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,835,875 301,579 1.28% 1.28% 24 0 0.0% Q2 2026 Aug 11, 2026
SENTINEL TRUST CO LBA History No change 1,777,298 291,957 25.85% 25.85% 25 0 0.0% Q2 2026 Jul 13, 2026
JPMORGAN CHASE & CO History No change 1,787,944 291,560 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,741,348 286,052 0.24% 0.24% 27 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 1,634,628 268,520 0.73% 0.73% 28 0 0.0% Q2 2026 Aug 07, 2026
Evensky & Katz LLC History No change 1,596,396 262,240 13.54% 13.54% 29 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 1,555,858 255,604 0.3% 0.3% 30 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,517,244 249,237 2.42% 2.42% 31 0 0.0% Q2 2026 Aug 05, 2026
Provenance Wealth Advisors, LLC History No change 1,494,425 245,489 23.39% 23.39% 32 0 0.0% Q2 2026 Jul 24, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,490,952 244,918 0.37% 0.37% 33 0 0.0% Q2 2026 Aug 13, 2026
CISCO SYSTEMS, INC. History No change 1,297,500 213,140 52.6% 52.6% 34 0 0.0% Q2 2026 Jul 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,288,810 211,712 0.27% 0.27% 35 0 0.0% Q2 2026 Jul 29, 2026
TD Capital Management LLC History No change 1,275,016 209,446 17.12% 17.12% 36 0 0.0% Q2 2026 Aug 06, 2026
Zhang Financial LLC History No change 1,246,429 204,750 5.98% 5.98% 37 0 0.0% Q2 2026 Jul 30, 2026
Goldstein Advisors, LLC History No change 1,245,712 204,633 18.7% 18.7% 38 0 0.0% Q2 2026 Jul 20, 2026
Cohalo Advisory LLC History No change 1,219 200,406 12.12% 12.12% 39 0 0.0% Q2 2026 Jul 24, 2026
LJI Wealth Management, LLC History No change 1,183,884 194,476 27.24% 27.24% 40 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 1,141,681 187,545 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
Disciplina Capital Management LLC History No change 1,140,744 187,390 19.36% 19.36% 42 0 0.0% Q2 2026 Aug 10, 2026
Constellation Investments, Inc. History No change 1,108,000 182,011 5.72% 5.72% 43 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 1,106,752 181,806 2.77% 2.77% 44 0 0.0% Q2 2026 Aug 05, 2026
Tanager Wealth Management LLP History No change 1,100,577 180,791 15.74% 15.74% 45 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 1,091,601 179,317 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 1,076,654 176,863 2.78% 2.78% 47 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 1,053,377 172,932 0.18% 0.18% 48 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 1,047,978 172,151 6.22% 6.22% 49 0 0.0% Q2 2026 Aug 11, 2026
Wick Capital Partners, LLC History No change 1,036,086 170,197 25.68% 25.68% 50 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 1,025,806 168,509 11.35% 11.35% 51 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 998,509 164,025 0.92% 0.92% 52 0 0.0% Q2 2026 Jul 29, 2026
Claar Advisors LLC History No change 993,607 163,219 52.58% 52.58% 53 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 971,745 159,628 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 962,318 158,080 0.15% 0.15% 55 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 843,347 138,536 0.17% 0.17% 56 0 0.0% Q2 2026 Aug 19, 2026
Cetera Investment Advisers History No change 822,853 135,170 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 763,136 125,360 1.8% 1.8% 58 0 0.0% Q2 2026 Jul 27, 2026
True Link Financial Advisors, LLC History No change 703,778 115,609 6.69% 6.69% 59 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 703,221 115,518 2.36% 2.36% 60 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 676,753 111,170 0.26% 0.26% 61 0 0.0% Q2 2026 Jul 27, 2026
Rock Creek Group LLC History No change 676,034 111,052 11.18% 11.18% 62 0 0.0% Q2 2026 Aug 03, 2026
Ullmann Wealth Partners Group, LLC History No change 608,438 99,948 9.08% 9.08% 63 0 0.0% Q2 2026 Aug 10, 2026
Johnson Bixby & Associates, LLC History No change 588,632 96,694 10.79% 10.79% 64 0 0.0% Q2 2026 Jul 16, 2026
Cresset Asset Management, LLC History No change 570,739 93,755 0.34% 0.34% 65 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 556,582 91,429 0.24% 0.24% 66 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 546,556 89,782 0.14% 0.14% 67 0 0.0% Q2 2026 Aug 13, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 546,145 89,715 15.47% 15.47% 68 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 527,922 86,721 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 527,619 86,671 0.12% 0.12% 70 0 0.0% Q2 2026 Aug 27, 2026
Orion Porfolio Solutions, LLC History No change 527,349 86,627 0.66% 0.66% 71 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History No change 523,396 85,899 23.0% 23.0% 72 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 515,328 84,653 0.47% 0.47% 73 0 0.0% Q2 2026 Aug 11, 2026
Aviso Financial Inc. History No change 511,817 84,071 2.92% 2.92% 74 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 501,601 82,397 1.59% 1.59% 75 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 500,031 82,140 0.17% 0.17% 76 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 444,613 73,036 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 12, 2026
SIMON QUICK ADVISORS, LLC History No change 438,896 72,097 2.91% 2.91% 78 0 0.0% Q2 2026 Jul 28, 2026
Brady Martz Wealth Solutions, LLC History No change 429,338 70,527 10.65% 10.65% 79 0 0.0% Q2 2026 Jul 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 421,882 69,302 2.44% 2.44% 80 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 421,807 69,290 0.22% 0.22% 81 0 0.0% Q2 2026 Jul 28, 2026
Elm Partners Management LLC History No change 406,864 66,835 1.99% 1.99% 82 0 0.0% Q2 2026 Oct 07, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 403,829 66,336 8.75% 8.75% 83 0 0.0% Q2 2026 Jul 13, 2026
Steffes Financial, Ltd. History No change 402,246 66,077 28.53% 28.53% 84 0 0.0% Q2 2026 Aug 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 401,634 65,976 8.87% 8.87% 85 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 395,834 65,023 0.3% 0.3% 86 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 394,277 64,767 0.79% 0.79% 87 0 0.0% Q2 2026 Jul 20, 2026
Tulsa Wealth Advisors, INC History No change 386,317 63,460 8.94% 8.94% 88 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 382,673 62,954 0.26% 0.26% 89 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 372,906 61,257 0.33% 0.33% 90 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 359,749 59,095 2.16% 2.16% 91 0 0.0% Q2 2026 Aug 05, 2026
Strategic Point Investment Advisors, LLC History No change 358,955 58,965 7.68% 7.68% 92 0 0.0% Q2 2026 Jul 08, 2026
HighPoint Advisor Group LLC History No change 352,706 57,938 2.04% 2.04% 93 0 0.0% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History No change 352,671 57,933 0.31% 0.31% 94 0 0.0% Q2 2026 Aug 14, 2026
jvl associates llc History No change 351,336 57,714 16.37% 16.37% 95 0 0.0% Q2 2026 Jul 06, 2026
Smallwood Wealth Investment Management, LLC History No change 347,654 57,109 24.95% 24.95% 96 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 339,693 55,809 0.16% 0.16% 97 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 337,983 55,520 0.26% 0.26% 98 0 0.0% Q2 2026 Aug 18, 2026
NICOLET BANKSHARES INC History No change 331,608 54,735 1.74% 1.74% 99 0 0.0% Q2 2026 Aug 11, 2026
Forvis Mazars Wealth Advisors, LLC History No change 332,253 54,579 0.91% 0.91% 100 0 0.0% Q2 2026 Aug 10, 2026
Eldridge Investment Advisors, Inc. History No change 330,853 54,349 10.76% 10.76% 101 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 328,772 54,007 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 328,641 53,985 0.69% 0.69% 103 0 0.0% Q2 2026 Aug 14, 2026
Kondo Wealth Advisors, Inc. History No change 327,735 53,837 18.0% 18.0% 104 0 0.0% Q2 2026 Jul 21, 2026
Adventist Health System/ West History No change 321,151 52,755 8.27% 8.27% 105 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 313,157 51,442 0.08% 0.08% 106 0 0.0% Q2 2026 Aug 14, 2026
FAMILY WEALTH PARTNERS, LLC History No change 312,866 51,394 15.77% 15.77% 107 0 0.0% Q2 2026 Jul 10, 2026
JGP Wealth Management, LLC History No change 306,602 50,365 4.52% 4.52% 108 0 0.0% Q2 2026 Jul 07, 2026
Ironsides Asset Advisors, LLC History No change 289,330 47,528 11.13% 11.13% 109 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 288,546 47,400 1.09% 1.09% 110 0 0.0% Q2 2026 Aug 05, 2026
Truepoint, Inc. History No change 283,208 46,522 0.97% 0.97% 111 0 0.0% Q2 2026 Jul 31, 2026
Financial Designs Corp History No change 281,221 46,196 24.76% 24.76% 112 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 297,958 46,180 0.08% 0.08% 113 0 0.0% Q2 2026 Jul 15, 2026
GOLDMAN SACHS GROUP INC History No change 275,746 45,296 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Tolleson Wealth Management, Inc. History No change 267,378 43,922 5.92% 5.92% 115 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 264,396 43,432 0.83% 0.83% 116 0 0.0% Q2 2026 Jul 27, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 263,439 43,275 17.59% 17.59% 117 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 260,383 42,773 1.85% 1.85% 118 0 0.0% Q2 2026 Jul 09, 2026
Arax Advisory Partners History No change 258,065 42,392 0.28% 0.28% 119 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 255,344 41,945 0.05% 0.05% 120 0 0.0% Q2 2026 Jul 28, 2026
Reliant Wealth Planning History No change 249,115 40,922 11.26% 11.26% 121 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 246,114 40,429 0.46% 0.46% 122 0 0.0% Q2 2026 Aug 12, 2026
Klaas Financial Asset Advisors, LLC History No change 245,825 40,381 5.03% 5.03% 123 0 0.0% Q2 2026 Jul 15, 2026
Aspirean Wealth, LLC History No change 244,442 40,154 37.32% 37.32% 124 0 0.0% Q2 2026 Aug 06, 2026
Heritage Wealth Advisors History No change 244,091 40,096 1.38% 1.38% 125 0 0.0% Q2 2026 Aug 14, 2026
Squire Investment Management Company, LLC History No change 242,293 39,801 9.58% 9.58% 126 0 0.0% Q2 2026 Jul 28, 2026
Planned Solutions, Inc. History No change 238,648 39,202 11.23% 11.23% 127 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 238,148 39,120 0.12% 0.12% 128 0 0.0% Q2 2026 Aug 12, 2026
Coquina Private Wealth LLC History No change 235,715 38,720 26.29% 26.29% 129 0 0.0% Q2 2026 Jul 29, 2026
Independent Order of Foresters History No change 233,510 38,358 37.36% 37.36% 130 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 233,503 38,357 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 230,476 37,860 0.93% 0.93% 132 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 228,769 37,579 0.25% 0.25% 133 0 0.0% Q2 2026 Sep 08, 2026
Aerodigm Wealth, LLC History No change 224,371 36,857 12.46% 12.46% 134 0 0.0% Q2 2026 Aug 04, 2026
Valmark Advisers, Inc. History No change 223,801 36,763 0.39% 0.39% 135 0 0.0% Q2 2026 Aug 06, 2026
Alaska Permanent Capital Management, LLC History No change 223,048 36,667 2.4% 2.4% 136 0 0.0% Q2 2026 Aug 11, 2026
Capstone Financial Advisors, Inc. History No change 221,301 36,353 1.77% 1.77% 137 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 220,690 36,252 0.43% 0.43% 138 0 0.0% Q2 2026 Jul 22, 2026
BCGM Wealth Management, LLC History No change 220,096 36,155 7.64% 7.64% 139 0 0.0% Q2 2026 Aug 04, 2026
CIBC WORLD MARKET INC. History No change 216,626 35,585 0.06% 0.06% 140 0 0.0% Q2 2026 Aug 13, 2026
Sendero Wealth Management, LLC History No change 215,586 35,414 3.53% 3.53% 141 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 214,878 35,298 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 209,155 34,357 2.51% 2.51% 143 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 207,455 34,078 0.39% 0.39% 144 0 0.0% Q2 2026 Aug 10, 2026
Trevian Wealth Management LLC History No change 207,432 34,074 14.52% 14.52% 145 0 0.0% Q2 2026 Jul 24, 2026
Vident Advisory, LLC History No change 206,899 33,987 0.25% 0.25% 146 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 206,629 33,942 0.54% 0.54% 147 0 0.0% Q2 2026 Aug 10, 2026
E-Wealth Partners, LLC History No change 205,972 33,835 24.46% 24.46% 148 0 0.0% Q2 2026 Aug 17, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 201,764 33,549 21.7% 21.31% 149 +5,607 2.86% Q3 2026 Oct 07, 2026
Janney Montgomery Scott LLC History No change 203,659 33,455 0.06% 0.06% 150 0 0.0% Q2 2026 Aug 05, 2026
SWEENEY & MICHEL, LLC History No change 196,749 33,364 8.76% 8.76% 151 0 0.0% Q2 2026 Aug 10, 2026
Advus Financial Partners, LLC History No change 199,788 32,819 9.35% 9.35% 152 0 0.0% Q2 2026 Oct 02, 2026
Equitable Holdings, Inc. History No change 198,271 32,570 0.19% 0.19% 153 0 0.0% Q2 2026 Aug 17, 2026
Canvas Wealth Advisors, LLC History No change 192,444 31,612 4.41% 4.41% 154 0 0.0% Q2 2026 Jul 10, 2026
Summit Financial, LLC History No change 190,400 31,276 0.34% 0.34% 155 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 189,972 31,206 1.56% 1.56% 156 0 0.0% Q2 2026 Jul 23, 2026
TRUE Private Wealth Advisors History No change 189,648 31,153 2.69% 2.69% 157 0 0.0% Q2 2026 Jul 23, 2026
CIGNA INVESTMENTS INC /NEW History No change 189,462 31,123 4.03% 4.03% 158 0 0.0% Q2 2026 Jul 21, 2026
MontVue Capital Management, Inc. History No change 186,235 30,592 17.6% 17.6% 159 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 184,178 30,254 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 181,400 29,798 0.07% 0.07% 161 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 181,344 29,789 3.03% 3.03% 162 0 0.0% Q2 2026 Jul 28, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 180,880 29,713 7.77% 7.77% 163 0 0.0% Q2 2026 Jul 13, 2026
Allen Investment Management, LLC History No change 179,994 29,567 0.35% 0.35% 164 0 0.0% Q2 2026 Aug 05, 2026
Aletheian Wealth Advisors LLC History Added to 176,143 29,288 11.76% 11.62% 165 +10,431 6.29% Q3 2026 Oct 08, 2026
Financial Partners Group, Inc History No change 177,720 29,194 2.96% 2.96% 166 0 0.0% Q2 2026 Jul 23, 2026
Prism Planning Partners LLC History No change 174,303 28,632 30.3% 30.3% 167 0 0.0% Q2 2026 Jul 23, 2026
DURANTE & WATERS, LLC History No change 170,830 28,062 18.39% 18.39% 168 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 170,453 28,000 1.28% 1.28% 169 0 0.0% Q2 2026 Aug 20, 2026
CATALYST PRIVATE WEALTH, LLC History No change 168,335 27,652 13.35% 13.35% 170 0 0.0% Q2 2026 Jul 21, 2026
Peirce Capital Management, LLC History No change 166,936 27,422 10.05% 10.05% 171 0 0.0% Q2 2026 Jul 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 165,733 27,224 2.71% 2.71% 172 0 0.0% Q2 2026 Jul 22, 2026
Bernardo Wealth Planning LLC History No change 165,672 27,214 4.65% 4.65% 173 0 0.0% Q2 2026 Jul 27, 2026
Legacy Financial Advisors, Inc. History No change 164,319 26,992 3.29% 3.29% 174 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 162,554 26,702 0.5% 0.5% 175 0 0.0% Q2 2026 Aug 11, 2026
Life Planning Partners, Inc History No change 161,686 26,560 19.74% 19.74% 176 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 161,306 26,517 0.15% 0.15% 177 0 0.0% Q2 2026 Aug 14, 2026
TruNorth Capital Management, LLC History No change 158,382 26,017 4.18% 4.18% 178 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 157,983 25,951 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 157,334 25,845 0.04% 0.04% 180 0 0.0% Q2 2026 Aug 12, 2026
Astoria Strategic Wealth, Inc. History No change 156,723 25,744 5.88% 5.88% 181 0 0.0% Q2 2026 Jul 16, 2026
Friedenthal Financial History No change 156,657 25,733 11.88% 11.88% 182 0 0.0% Q2 2026 Jul 13, 2026
Kaufman Rossin Wealth, LLC History No change 155,765 25,699 12.18% 12.18% 183 0 0.0% Q2 2026 Jul 16, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 156,378 25,688 1.83% 1.83% 184 0 0.0% Q2 2026 Jul 20, 2026
Plancorp, LLC History No change 155,944 25,606 0.62% 0.62% 185 0 0.0% Q2 2026 Jul 14, 2026
PRINCIPAL SECURITIES, INC. History No change 154,124 25,317 0.3% 0.3% 186 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 152,649 25,075 0.49% 0.49% 187 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 152,622 25,071 0.12% 0.12% 188 0 0.0% Q2 2026 Jul 17, 2026
OneDigital Investment Advisors LLC History No change 151,209 24,839 0.21% 0.21% 189 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 149,297 24,524 0.09% 0.09% 190 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 145,757 24,236 0.17% 0.17% 191 +11,093 8.24% Q3 2026 Oct 08, 2026
MAI Capital Management History No change 147,454 24,222 0.09% 0.09% 192 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 141,123 23,182 1.23% 1.23% 193 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 139,122 22,853 0.35% 0.35% 194 0 0.0% Q2 2026 Aug 03, 2026
Crestwood Advisors Group, LLC History No change 138,849 22,808 0.34% 0.34% 195 0 0.0% Q2 2026 Aug 03, 2026
Strategic Equity Management History No change 137,333 22,559 7.58% 7.58% 196 0 0.0% Q2 2026 Aug 10, 2026
Heck Capital Advisors, LLC History No change 137,213 22,539 1.35% 1.35% 197 0 0.0% Q2 2026 Jul 10, 2026
KM Capital Management Ltd. History No change 136,877 22,484 10.57% 10.57% 198 0 0.0% Q2 2026 Aug 14, 2026
Gleason Group, Inc. History No change 136,029 22,345 1.95% 1.95% 199 0 0.0% Q2 2026 Jul 13, 2026
Hickory Point Bank & Trust History No change 132,700 22,065 13.27% 13.22% 200 0 0.0% Q3 2026 Oct 01, 2026
Finhabits Advisors LLC History No change 132,959 21,841 18.36% 18.36% 201 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 131,764 21,644 1.08% 1.08% 202 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 129,243 21,230 0.11% 0.11% 203 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History No change 128,412 21,094 1.92% 1.92% 204 0 0.0% Q2 2026 Jul 16, 2026
Physician Wealth Advisors, Inc. History No change 127,829 20,998 2.51% 2.51% 205 0 0.0% Q2 2026 Jul 20, 2026
Cornell Pochily Investment Advisors, Inc. History No change 127,278 20,907 5.62% 5.62% 206 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 126,844 20,837 0.86% 0.86% 207 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 125,216 20,569 2.07% 2.07% 208 0 0.0% Q2 2026 Jul 21, 2026
Wealthspire Retirement, LLC History No change 124,243 20,551 1.13% 1.13% 209 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 123,740 20,326 0.24% 0.24% 210 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History No change 123,645 20,311 3.86% 3.86% 211 0 0.0% Q2 2026 Aug 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 209,613 19,839 0.95% 0.95% 212 0 0.0% Q2 2026 Aug 11, 2026
Benchmark Financial Wealth Advisors, LLC History No change 119,402 19,614 4.84% 4.84% 213 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 118,813 19,517 0.35% 0.35% 214 0 0.0% Q2 2026 Jul 20, 2026
SAX WEALTH ADVISORS, LLC History No change 136,077 19,381 0.79% 0.79% 215 0 0.0% Q2 2026 Jul 09, 2026
Coppell Advisory Solutions LLC History No change 311 19,120 1.58% 1.58% 216 0 0.0% Q2 2026 Aug 14, 2026
Tortoise Investment Management, LLC History No change 116,376 19,117 1.42% 1.42% 217 0 0.0% Q2 2026 Aug 07, 2026
BBR PARTNERS, LLC History No change 115,418 18,959 0.89% 0.89% 218 0 0.0% Q2 2026 Aug 11, 2026
Oakwell Private Wealth Management, LLC History No change 114,053 18,735 3.11% 3.11% 219 0 0.0% Q2 2026 Aug 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 113,099 18,578 0.71% 0.71% 220 0 0.0% Q2 2026 Jul 22, 2026
NWF Advisory Services Inc. History No change 111,718 18,351 1.73% 1.73% 221 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 111,690 18,347 0.34% 0.34% 222 0 0.0% Q2 2026 Jul 15, 2026
Stokes Family Office, LLC History No change 111,512 18,318 2.14% 2.14% 223 0 0.0% Q2 2026 Aug 11, 2026
ELEVATE WEALTH ADVISORY, INC History No change 110,597 18,167 10.38% 10.38% 224 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 109,886 18,051 0.18% 0.18% 225 0 0.0% Q2 2026 Jul 15, 2026
Solstein Capital, LLC History No change 108,819 17,875 6.12% 6.12% 226 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 108,727 17,860 0.1% 0.1% 227 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 108,349 17,798 0.17% 0.17% 228 0 0.0% Q2 2026 Jul 21, 2026
SJBENEN ADVISORY, LLC History No change 107,979 17,693 10.03% 10.03% 229 0 0.0% Q2 2026 Aug 10, 2026
MONEYWISE, INC. History No change 106,454 17,487 6.52% 6.52% 230 0 0.0% Q2 2026 Jul 21, 2026
Cynosure Group, LLC History No change 105,382 17,311 2.6% 2.6% 231 0 0.0% Q2 2026 Aug 05, 2026
Cosner Financial Group, LLC History No change 104,050 17,092 8.78% 8.78% 232 0 0.0% Q2 2026 Aug 10, 2026
Kaydan Wealth Management, Inc. History Reduced 102,321 17,013 5.84% 5.24% 233 -2,321 -2.22% Q3 2026 Oct 08, 2026
Evansbrook LLC History No change 103,519 17,005 10.14% 10.14% 234 0 0.0% Q2 2026 Aug 04, 2026
Smithfield Trust Co History No change 103,167 16,944 0.68% 0.68% 235 0 0.0% Q2 2026 Aug 05, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 103,101 16,936 2.14% 2.14% 236 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 101,566 16,684 0.04% 0.04% 237 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 101,296 16,639 0.1% 0.1% 238 0 0.0% Q2 2026 Jul 20, 2026
Family Manage LLC History No change 100,950 16,583 1.7% 1.7% 239 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 100,797 16,557 0.11% 0.11% 240 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 99,882 16,407 1.1% 1.1% 241 0 0.0% Q2 2026 Aug 05, 2026
JMAC ENTERPRISES LLC History No change 98,027 16,102 2.71% 2.71% 242 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 97,742 16,056 0.22% 0.22% 243 0 0.0% Q2 2026 Aug 18, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 97,000 15,934 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 30, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 96,560 15,861 5.92% 5.92% 245 0 0.0% Q2 2026 Aug 03, 2026
OMNI 360 Wealth, Inc. History No change 96,159 15,795 7.3% 7.3% 246 0 0.0% Q2 2026 Jul 13, 2026
1900 WEALTH MANAGEMENT LLC History No change 95,286 15,652 0.87% 0.87% 247 0 0.0% Q2 2026 Aug 04, 2026
Endowment Wealth Management, Inc. History No change 94,640 15,546 6.01% 6.01% 248 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 96,010 15,543 0.31% 0.31% 249 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 94,400 15,507 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 93,927 15,429 0.23% 0.23% 251 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 93,405 15,343 0.38% 0.38% 252 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 93,041 15,281 0.17% 0.17% 253 0 0.0% Q2 2026 Aug 04, 2026
HMV Wealth Advisors, LLC History No change 92,827 15,248 5.94% 5.94% 254 0 0.0% Q2 2026 Jul 13, 2026
Single Point Partners, LLC History No change 2,234,223 15,114 2.66% 2.66% 255 0 0.0% Q2 2026 Jul 16, 2026
Roger Wittlin Investment Advisory, LLC History No change 91,607 15,048 11.82% 11.82% 256 0 0.0% Q2 2026 Jul 17, 2026
HBE Wealth Management, LLC History No change 91,194 14,980 10.76% 10.76% 257 0 0.0% Q2 2026 Jul 13, 2026
Solano Wealth Investment Advisors LLC History No change 90,727 14,903 6.78% 6.78% 258 0 0.0% Q2 2026 Jul 29, 2026
Clear Retirement Advice LLC History No change 90,621 14,886 10.19% 10.19% 259 0 0.0% Q2 2026 Jul 15, 2026
King Wealth Management Group History No change 90,142 14,808 1.62% 1.62% 260 0 0.0% Q2 2026 Aug 05, 2026
GuidedMoney, LLC History No change 90,113 14,802 6.85% 6.85% 261 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 88,518 14,540 0.04% 0.04% 262 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 88,469 14,532 0.07% 0.07% 263 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 87,776 14,419 0.15% 0.15% 264 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 86,749 14,250 0.31% 0.31% 265 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 84,901 13,946 0.78% 0.78% 266 0 0.0% Q2 2026 Aug 14, 2026
KFA Private Wealth Group, LLC History Added to 83,841 13,941 3.28% 3.27% 267 +1,091 1.32% Q3 2026 Oct 07, 2026
FIRST FOUNDATION ADVISORS History No change 83,334 13,689 0.49% 0.49% 268 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 82,684 13,580 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 82,662 13,578 0.39% 0.39% 270 0 0.0% Q2 2026 Aug 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 82,189 13,501 9.46% 9.46% 271 0 0.0% Q2 2026 Jul 27, 2026
BANK OF MONTREAL /CAN/ History No change 81,992 13,468 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 81,863 13,447 1.3% 1.3% 273 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 81,496 13,387 0.13% 0.13% 274 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 81,389 13,369 0.28% 0.28% 275 0 0.0% Q2 2026 Jul 29, 2026
Level Wealth Management LLC History No change 80,941 13,296 5.33% 5.33% 276 0 0.0% Q2 2026 Jul 28, 2026
Farrow Financial, Inc. History No change 80,562 13,233 7.06% 7.06% 277 0 0.0% Q2 2026 Aug 04, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 80,466 13,218 1.25% 1.25% 278 0 0.0% Q2 2026 Jul 09, 2026
Spectrum Strategic Capital Management, LLC History No change 80,122 13,161 6.52% 6.52% 279 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 80,078 13,154 1.1% 1.1% 280 0 0.0% Q2 2026 Aug 10, 2026
Sage Mountain Advisors LLC History No change 80,034 13,147 0.81% 0.81% 281 0 0.0% Q2 2026 Aug 05, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 79,969 13,136 2.09% 2.09% 282 0 0.0% Q2 2026 Aug 13, 2026
Regent Peak Wealth Advisors LLC History No change 79,574 13,071 2.42% 2.42% 283 0 0.0% Q2 2026 Jul 10, 2026
Kingsview Wealth Management, LLC History No change 79,009 12,978 0.16% 0.16% 284 0 0.0% Q2 2026 Aug 18, 2026
Freestone Capital Holdings, LLC History No change 78,387 12,876 0.33% 0.33% 285 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 78,034 12,818 0.17% 0.17% 286 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 77,979 12,809 0.12% 0.12% 287 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 77,735 12,769 0.14% 0.14% 288 0 0.0% Q2 2026 Jul 28, 2026
Brooklyn FI, LLC History No change 75,966 12,447 2.28% 2.28% 289 0 0.0% Q2 2026 Aug 04, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 75,434 12,391 0.67% 0.67% 290 0 0.0% Q2 2026 Jul 15, 2026
Fulcrum Equity Management History No change 74,778 12,283 9.01% 9.01% 291 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 74,682 12,268 0.06% 0.06% 292 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 74,523 12,241 0.22% 0.22% 293 0 0.0% Q2 2026 Jul 14, 2026
Rollins Financial Advisors, LLC History No change 72,860 11,968 1.58% 1.58% 294 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 72,112 11,845 1.65% 1.65% 295 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD SECURITIES, INC. History No change 71,383 11,726 0.67% 0.67% 296 0 0.0% Q2 2026 Jul 15, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 70,798 11,629 0.92% 0.92% 297 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 70,549 11,587 0.56% 0.56% 298 0 0.0% Q2 2026 Jul 28, 2026
FIRST HAWAIIAN BANK History No change 70,508 11,582 1.47% 1.47% 299 0 0.0% Q2 2026 Jul 13, 2026
ETF Portfolio Partners, Inc. History No change 69,240 11,374 2.71% 2.71% 300 0 0.0% Q2 2026 Jul 13, 2026
Roble, Belko & Company, Inc History No change 68,347 11,227 1.21% 1.21% 301 0 0.0% Q2 2026 Jul 24, 2026
PFG Investments, LLC History No change 66,889 10,987 0.43% 0.43% 302 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History No change 66,714 10,959 0.31% 0.31% 303 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 66,676 10,952 0.17% 0.17% 304 0 0.0% Q2 2026 Aug 06, 2026
Grove Bank & Trust History Reduced 65,467 10,885 1.08% 1.07% 305 -10 -0.02% Q3 2026 Oct 08, 2026
J.W. COLE ADVISORS, INC. History No change 65,655 10,785 0.19% 0.19% 306 0 0.0% Q2 2026 Jul 21, 2026
CLARIS ADVISORS, LLC / MO / History No change 65,425 10,747 2.81% 2.81% 307 0 0.0% Q2 2026 Jul 21, 2026
Rede Wealth, LLC History No change 65,308 10,728 3.55% 3.55% 308 0 0.0% Q2 2026 Aug 03, 2026
71 West Capital Partners History No change 64,097 10,529 0.36% 0.36% 309 0 0.0% Q2 2026 Aug 04, 2026
Element Wealth, LLC History No change 64,086 10,527 3.94% 3.94% 310 0 0.0% Q2 2026 Aug 14, 2026
CogentBlue Wealth Advisors, LLC History No change 64,058 10,522 6.03% 6.03% 311 0 0.0% Q2 2026 Jul 16, 2026
Western Wealth Management, LLC History No change 63,776 10,476 0.34% 0.34% 312 0 0.0% Q2 2026 Aug 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 63,504 10,431 1.79% 1.79% 313 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 62,283 10,231 0.19% 0.19% 314 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 62,046 10,192 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 07, 2026
Well Done, LLC History No change 61,089 10,035 1.35% 1.35% 316 0 0.0% Q2 2026 Jul 24, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 60,744 9,978 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 60,621 9,958 0.4% 0.4% 318 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 60,301 9,905 0.61% 0.61% 319 0 0.0% Q2 2026 Jul 23, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 59,943 9,846 4.71% 4.71% 320 0 0.0% Q2 2026 Aug 12, 2026
DDFG, Inc History No change 59,911 9,841 1.95% 1.95% 321 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 59,158 9,718 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 58,632 9,631 0.51% 0.51% 323 0 0.0% Q2 2026 Jul 27, 2026
Flagship Private Wealth, LLC History No change 58,552 9,618 3.4% 3.4% 324 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History Added to 56,103 9,497 0.12% 0.12% 325 +2,214 4.11% Q3 2026 Oct 08, 2026
LYNCH & ASSOCIATES/IN History No change 57,012 9,365 1.64% 1.64% 326 0 0.0% Q2 2026 Jul 13, 2026
Pitcairn Wealth Advisors LLC History No change 56,971 9,358 1.03% 1.03% 327 0 0.0% Q2 2026 Aug 10, 2026
Monument Capital Management History No change 56,958 9,356 1.88% 1.88% 328 0 0.0% Q2 2026 Jul 22, 2026
Cadia Private Client LLC History No change 56,729 9,318 6.68% 6.68% 329 0 0.0% Q2 2026 Aug 11, 2026
FORBES J M & CO LLP History No change 56,289 9,246 0.73% 0.73% 330 0 0.0% Q2 2026 Jul 20, 2026
Donor Advised Charitable Giving, Inc. History No change 56,156 9,224 0.21% 0.21% 331 0 0.0% Q2 2026 Jul 24, 2026
Hardy Reed LLC History No change 55,978 9,195 0.59% 0.59% 332 0 0.0% Q2 2026 Aug 03, 2026
A&I FINANCIAL SERVICES, LLC History No change 55,085 9,048 3.94% 3.94% 333 0 0.0% Q2 2026 Jul 09, 2026
Bradley & Co. Private Wealth Management, LLC History No change 54,780 8,998 4.29% 4.29% 334 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 54,400 8,936 0.0% 0.0% 335 0 0.0% Q2 2026 Sep 02, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 54,136 8,892 0.52% 0.52% 336 0 0.0% Q2 2026 Jul 15, 2026
LVZ, Inc. History No change 52,917 8,692 0.88% 0.88% 337 0 0.0% Q2 2026 Jul 09, 2026
Summit Trail Advisors, LLC History No change 52,488 8,622 0.11% 0.11% 338 0 0.0% Q2 2026 Aug 11, 2026
First Financial Bank - Trust Division History Reduced 51,454 8,555 0.62% 0.61% 339 -435 -0.84% Q3 2026 Oct 01, 2026
Yukon Wealth Management, Inc. History No change 52,024 8,546 2.45% 2.45% 340 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 51,961 8,535 0.62% 0.62% 341 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 51,338 8,433 0.4% 0.4% 342 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Partners, LLC History No change 51,224 8,414 1.2% 1.2% 343 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 51,136 8,400 0.1% 0.1% 344 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 50,951 8,369 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 50,933 8,366 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 50,651 8,320 0.54% 0.54% 347 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 50,548 8,303 0.12% 0.12% 348 0 0.0% Q2 2026 Aug 14, 2026
Avalon Advisory Group History No change 50,544 8,302 3.07% 3.07% 349 0 0.0% Q2 2026 Jul 29, 2026
Mosaic Advisors LLC History No change 50,527 8,300 11.14% 11.14% 350 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 50,429 8,280 1.3% 1.3% 351 0 0.0% Q2 2026 Jul 17, 2026
Investment Advisory Group, LLC History No change 49,620 8,151 1.77% 1.77% 352 0 0.0% Q2 2026 Aug 06, 2026
DAVIDSON INVESTMENT ADVISORS History No change 49,458 8,124 0.33% 0.33% 353 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 49,254 8,091 0.49% 0.49% 354 0 0.0% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History No change 47,739 8,049 0.15% 0.15% 355 0 0.0% Q2 2026 Aug 06, 2026
DKM Wealth Management, Inc. History No change 48,394 7,949 5.2% 5.2% 356 0 0.0% Q2 2026 Jul 30, 2026
Blueprint Investment Partners LLC History No change 47,803 7,852 0.65% 0.65% 357 0 0.0% Q2 2026 Aug 04, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 47,695 7,834 3.26% 3.26% 358 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 47,484 7,800 0.21% 0.21% 359 0 0.0% Q2 2026 Jul 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 47,413 7,788 0.08% 0.08% 360 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 47,390 7,784 1.54% 1.54% 361 0 0.0% Q2 2026 Jul 10, 2026
Blueprint Financial Advisors LLC History No change 47,273 7,765 0.86% 0.86% 362 0 0.0% Q2 2026 Aug 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 47,268 7,764 2.49% 2.49% 363 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 47,167 7,748 3.64% 3.64% 364 0 0.0% Q2 2026 Aug 07, 2026
Independent Solutions Wealth Management, LLC History No change 47,053 7,729 1.01% 1.01% 365 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 46,912 7,706 0.19% 0.19% 366 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 46,781 7,684 0.04% 0.04% 367 0 0.0% Q2 2026 Sep 23, 2026
PARK AVENUE SECURITIES LLC History No change 46,392 7,621 0.05% 0.05% 368 0 0.0% Q2 2026 Jul 20, 2026
Hudock, Inc. History No change 46,120 7,576 0.97% 0.97% 369 0 0.0% Q2 2026 Jul 31, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 45,800 7,523 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 45,077 7,495 0.09% 0.09% 371 +1,178 2.68% Q3 2026 Oct 05, 2026
Compound Planning, Inc. History No change 45,005 7,393 0.19% 0.19% 372 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 44,950 7,383 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 44,527 7,371 0.2% 0.2% 374 0 0.0% Q2 2026 Jul 13, 2026
Snowden Capital Advisors LLC History No change 44,214 7,263 0.17% 0.17% 375 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History Reduced 42,552 7,075 0.47% 0.47% 376 -2,057 -4.61% Q3 2026 Oct 08, 2026
Matthew Goff Investment Advisor, LLC History No change 43,069 7,074 1.19% 1.19% 377 0 0.0% Q2 2026 Jul 07, 2026
Wealthcare Advisory Partners LLC History No change 42,994 7,062 0.13% 0.13% 378 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT CAPITAL STRATEGIES History No change 42,945 7,054 2.45% 2.45% 379 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 42,893 7,046 0.89% 0.89% 380 0 0.0% Q2 2026 Jul 23, 2026
Amplius Wealth Advisors, LLC History No change 42,805 7,031 0.52% 0.52% 381 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 42,796 7,030 0.05% 0.05% 382 0 0.0% Q2 2026 Jul 23, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 42,296 6,947 2.52% 2.52% 383 0 0.0% Q2 2026 Jul 14, 2026
Hassell Wealth Management, LLC History No change 42,227 6,907 2.12% 2.12% 384 0 0.0% Q2 2026 Jul 13, 2026
Capital Planning LLC History No change 41,876 6,878 2.0% 2.0% 385 0 0.0% Q2 2026 Jul 22, 2026
Legacy Private Trust Co. History Reduced 41,276 6,863 0.38% 0.4% 386 -2,899 -6.56% Q3 2026 Oct 06, 2026
BlackDiamond Wealth Management, LLC History No change 40,429 6,851 2.75% 2.75% 387 0 0.0% Q2 2026 Aug 11, 2026
SUTTON PLACE INVESTORS LLC History No change 41,605 6,834 3.31% 3.31% 388 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 41,454 6,809 0.1% 0.1% 389 0 0.0% Q2 2026 Aug 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 41,139 6,757 0.68% 0.68% 390 0 0.0% Q2 2026 Jul 13, 2026
Investors Research Corp History Reduced 40,390 6,716 1.18% 1.72% 391 -18,030 -30.86% Q3 2026 Oct 07, 2026
FAS Wealth Partners, Inc. History No change 40,834 6,707 0.35% 0.35% 392 0 0.0% Q2 2026 Jul 29, 2026
LIBRA WEALTH LLC History No change 40,657 6,678 1.71% 1.71% 393 0 0.0% Q2 2026 Aug 06, 2026
Fairvoy Private Wealth, LLC History No change 39,779 6,534 1.32% 1.32% 394 0 0.0% Q2 2026 Jul 17, 2026
Texas Capital Bank Wealth Management Services Inc History No change 39,632 6,510 0.35% 0.35% 395 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 39,596 6,504 0.06% 0.06% 396 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 39,552 6,497 0.2% 0.2% 397 0 0.0% Q2 2026 Jul 30, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 39,536 6,494 3.13% 3.13% 398 0 0.0% Q2 2026 Aug 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 39,553 6,482 0.08% 0.08% 399 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 39,211 6,441 0.65% 0.65% 400 0 0.0% Q2 2026 Jul 16, 2026
ASPIRIANT, LLC History No change 39,120 6,426 0.16% 0.16% 401 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 39,039 6,412 0.12% 0.12% 402 0 0.0% Q2 2026 Aug 07, 2026
Wealth Management Associates, Inc. History No change 38,772 6,369 1.76% 1.76% 403 0 0.0% Q2 2026 Jul 21, 2026
GREENWOOD GEARHART LLC History No change 38,546 6,331 0.29% 0.29% 404 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 38,409 6,309 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 38,226 6,279 0.08% 0.08% 406 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 38,217 6,277 0.79% 0.79% 407 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 38,110 6,260 0.18% 0.18% 408 0 0.0% Q2 2026 Aug 11, 2026
Prasad Wealth Partners, LLC History No change 37,896 6,225 1.5% 1.5% 409 0 0.0% Q2 2026 Jul 29, 2026
MBA Advisors LLC History No change 37,805 6,210 2.09% 2.09% 410 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 37,374 6,139 0.11% 0.11% 411 0 0.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History No change 36,941 6,068 0.34% 0.34% 412 0 0.0% Q2 2026 Jul 31, 2026
GWN SECURITIES INC. History No change 36,822 6,048 1.01% 1.01% 413 0 0.0% Q2 2026 Aug 05, 2026
Blue Fin Capital, Inc. History No change 36,793 6,043 0.87% 0.87% 414 0 0.0% Q2 2026 Aug 04, 2026
MA Private Wealth History No change 36,250 5,954 0.89% 0.89% 415 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 36,073 5,925 0.58% 0.58% 416 0 0.0% Q2 2026 Jul 22, 2026
Keystone Financial Group History No change 35,806 5,881 0.35% 0.35% 417 0 0.0% Q2 2026 Jul 29, 2026
Bleakley Financial Group, LLC History No change 35,663 5,858 0.07% 0.07% 418 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 35,638 5,855 0.09% 0.09% 419 0 0.0% Q2 2026 Jul 15, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 34,834 5,792 0.5% 0.48% 420 -17 -0.05% Q3 2026 Oct 07, 2026
Vontobel Holding Ltd. History No change 34,591 5,682 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 03, 2026
Alliance Wealth Management Group History No change 34,409 5,652 1.1% 1.1% 422 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 34,397 5,650 0.12% 0.12% 423 0 0.0% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History No change 34,382 5,647 0.66% 0.66% 424 0 0.0% Q2 2026 Jul 21, 2026
CFS Investment Advisory Services, LLC History No change 34,408 5,634 0.38% 0.38% 425 0 0.0% Q2 2026 Jul 16, 2026
NYL Investors LLC History No change 34,157 5,610 2.15% 2.15% 426 0 0.0% Q2 2026 Aug 12, 2026
BANK OF HAWAII History No change 33,997 5,584 0.28% 0.28% 427 0 0.0% Q2 2026 Aug 13, 2026
Centerline Wealth Advisors, LLC History No change 33,782 5,549 1.74% 1.74% 428 0 0.0% Q2 2026 Jul 17, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 32,902 5,547 3.3% 3.3% 429 0 0.0% Q2 2026 Aug 07, 2026
Fonville Wealth Management LLC History No change 33,744 5,543 0.91% 0.91% 430 0 0.0% Q2 2026 Jul 28, 2026
MorganRosel Wealth Management, LLC History No change 33,616 5,522 1.86% 1.86% 431 0 0.0% Q2 2026 Aug 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 33,290 5,468 0.29% 0.29% 432 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 33,237 5,459 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History No change 32,751 5,380 1.4% 1.4% 434 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Wealth, LLC History No change 32,540 5,345 0.05% 0.05% 435 0 0.0% Q2 2026 Aug 10, 2026
GSG Advisors LLC History No change 32,363 5,316 1.17% 1.17% 436 0 0.0% Q2 2026 Aug 13, 2026
Connecticut Capital Management Group, LLC History No change 32,142 5,280 4.25% 4.25% 437 0 0.0% Q2 2026 Jul 17, 2026
RW Investment Management LLC History No change 31,876 5,236 0.46% 0.46% 438 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Street Advisors LLC History No change 31,463 5,205 4.57% 4.57% 439 0 0.0% Q2 2026 Jul 24, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 31,159 5,181 1.02% 1.18% 440 -2,802 -8.25% Q3 2026 Oct 05, 2026
Allie Family Office LLC History No change 31,896 5,166 1.91% 1.91% 441 0 0.0% Q2 2026 Oct 02, 2026
Belleair Asset Management, LLC History No change 31,145 5,116 4.3% 4.3% 442 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 31,019 5,095 0.32% 0.32% 443 0 0.0% Q2 2026 Jul 30, 2026
Aspen Wealth Management LLC History No change 30,991 5,090 0.86% 0.86% 444 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 32,951 5,038 0.08% 0.08% 445 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Group LLC History No change 30,512 5,012 0.56% 0.56% 446 0 0.0% Q2 2026 Aug 05, 2026
Claro Advisors Inc. History No change 30,427 4,998 0.52% 0.52% 447 0 0.0% Q2 2026 Jul 30, 2026
TFO Wealth Partners, LLC History No change 30,389 4,992 0.54% 0.54% 448 0 0.0% Q2 2026 Aug 10, 2026
SmartHarvest Portfolios, LLC History No change 30,260 4,970 1.61% 1.61% 449 0 0.0% Q2 2026 Aug 04, 2026
Vericrest Private Wealth History No change 30,113 4,946 4.4% 4.4% 450 0 0.0% Q2 2026 Jul 28, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 30,006 4,929 3.34% 3.34% 451 0 0.0% Q2 2026 Jul 22, 2026
Dorsey & Whitney Trust CO LLC History No change 29,926 4,915 0.24% 0.24% 452 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 29,438 4,835 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 14, 2026
Able Wealth Management LLC History No change 29,295 4,812 1.1% 1.1% 454 0 0.0% Q2 2026 Jul 29, 2026
Symphony Financial Services, Inc. History No change 29,291 4,811 2.16% 2.16% 455 0 0.0% Q2 2026 Jul 22, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 29,213 4,798 0.23% 0.23% 456 0 0.0% Q2 2026 Jul 28, 2026
FORMULATE FINANCIAL LLC History No change 28,621 4,701 4.95% 4.95% 457 0 0.0% Q2 2026 Jul 31, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 28,564 4,692 0.09% 0.09% 458 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 28,560 4,691 0.23% 0.23% 459 0 0.0% Q2 2026 Jul 23, 2026
FORTE ASSET MANAGEMENT LLC History No change 28,514 4,683 1.91% 1.91% 460 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 28,487 4,679 0.37% 0.37% 461 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 28,478 4,678 0.05% 0.05% 462 0 0.0% Q2 2026 Jul 28, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 28,010 4,601 1.12% 1.12% 463 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Reduced 27,601 4,589 0.69% 0.69% 464 -289 -1.04% Q3 2026 Oct 01, 2026
Joel Isaacson & Co., LLC History No change 27,251 4,476 0.13% 0.13% 465 0 0.0% Q2 2026 Aug 04, 2026
Segment Wealth Management, LLC History No change 27,237 4,474 0.23% 0.23% 466 0 0.0% Q2 2026 Jul 16, 2026
Summit Investment Advisory Services, LLC History No change 26,860 4,412 1.11% 1.11% 467 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 26,857 4,411 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 10, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 26,735 4,391 0.83% 0.83% 469 0 0.0% Q2 2026 Jul 13, 2026
AE Wealth Management LLC History No change 26,715 4,388 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 03, 2026
TFC Financial Management, Inc. History No change 26,677 4,382 0.49% 0.49% 471 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History Added to 26,349 4,381 0.09% 0.08% 472 +3,096 13.31% Q3 2026 Oct 08, 2026
JSF Financial, LLC History No change 26,617 4,372 0.69% 0.69% 473 0 0.0% Q2 2026 Jul 28, 2026
Glass Jacobson Investment Advisors llc History No change 26,195 4,303 1.34% 1.34% 474 0 0.0% Q2 2026 Jul 30, 2026
Curat Global, LLC History No change 26,494 4,299 3.51% 3.51% 475 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 26,371 4,274 0.07% 0.07% 476 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 26,371 4,274 0.07% 0.07% 477 0 0.0% Q2 2026 Jul 29, 2026
ShoreHaven Wealth Partners, LLC History No change 25,982 4,268 1.34% 1.34% 478 0 0.0% Q2 2026 Jul 14, 2026
SENTINEL PENSION ADVISORS, LLC History No change 26,054 4,247 0.56% 0.56% 479 0 0.0% Q2 2026 Jul 23, 2026
Carrera Capital Advisors History No change 25,773 4,233 0.63% 0.63% 480 0 0.0% Q2 2026 Aug 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 25,761 4,231 0.62% 0.62% 481 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 25,789 4,219 0.86% 0.86% 482 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 25,498 4,188 0.07% 0.07% 483 0 0.0% Q2 2026 Jul 15, 2026
Dynamic Advisor Solutions LLC History No change 25,482 4,185 0.12% 0.12% 484 0 0.0% Q2 2026 Jul 07, 2026
Samalin Investment Counsel, LLC History No change 25,349 4,164 1.3% 1.3% 485 0 0.0% Q2 2026 Jul 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 25,259 4,149 0.21% 0.21% 486 0 0.0% Q2 2026 Aug 11, 2026
Choate Investment Advisors History No change 25,243 4,146 0.07% 0.07% 487 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 25,202 4,139 0.09% 0.09% 488 0 0.0% Q2 2026 Aug 03, 2026
Alta Wealth Advisors LLC History No change 25,119 4,126 1.12% 1.12% 489 0 0.0% Q2 2026 Jul 30, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 24,800 4,123 2.48% 2.45% 490 0 0.0% Q3 2026 Oct 07, 2026
NEPC LLC History No change 25,076 4,119 0.08% 0.08% 491 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 24,934 4,095 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 24,859 4,083 0.27% 0.27% 493 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Financial Partners, Inc. History No change 24,557 4,034 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 14, 2026
Luminvest Wealth Management LLC History No change 24,361 3,998 0.93% 0.93% 495 0 0.0% Q2 2026 Jul 29, 2026
Rather & Kittrell, Inc. History No change 24,280 3,988 0.56% 0.56% 496 0 0.0% Q2 2026 Aug 12, 2026
DOLIVER ADVISORS, LP History Reduced 23,945 3,981 0.87% 1.25% 497 -9,737 -28.91% Q3 2026 Oct 01, 2026
Badgley Phelps Wealth Managers, LLC History No change 24,141 3,965 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 31, 2026
Jefferies Financial Group Inc. History No change 24,017 3,945 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 17, 2026
SCS Capital Management LLC History No change 23,595 3,875 0.04% 0.04% 500 0 0.0% Q2 2026 Aug 06, 2026
Foster Group, Inc. History No change 23,552 3,868 0.1% 0.1% 501 0 0.0% Q2 2026 Jul 07, 2026
Nicholson Meyer Capital Management, Inc. History No change 23,285 3,824 2.55% 2.55% 502 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 23,100 3,794 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 30, 2026
Carr Financial Group Corp History No change 22,944 3,769 0.87% 0.87% 504 0 0.0% Q2 2026 Aug 06, 2026
Climber Capital SA History No change 28,884 3,758 2.3% 2.3% 505 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 22,865 3,756 0.12% 0.12% 506 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 22,844 3,752 0.05% 0.05% 507 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 22,796 3,744 0.32% 0.32% 508 0 0.0% Q2 2026 Jul 09, 2026
Tenon Financial LLC History No change 22,685 3,726 1.2% 1.2% 509 0 0.0% Q2 2026 Jul 24, 2026
Rubicon Advisors, GP History No change 22,487 3,693 2.69% 2.69% 510 0 0.0% Q2 2026 Jul 29, 2026
Discipline Wealth Solutions, LLC History No change 22,153 3,639 0.32% 0.32% 511 0 0.0% Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History No change 22,137 3,636 1.06% 1.06% 512 0 0.0% Q2 2026 Jul 20, 2026
Apollon Financial, LLC History No change 21,887 3,595 0.42% 0.42% 513 0 0.0% Q2 2026 Jul 22, 2026
Mutual Advisors, LLC History No change 21,752 3,573 0.07% 0.07% 514 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 21,710 3,566 0.47% 0.47% 515 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 21,663 3,558 2.72% 2.72% 516 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 21,599 3,548 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 04, 2026
BridgePort Financial Solutions, LLC History No change 21,454 3,524 0.9% 0.9% 518 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 21,393 3,514 1.39% 1.39% 519 0 0.0% Q2 2026 Jul 13, 2026
SFG Wealth Management, LLC. History No change 21,290 3,497 1.26% 1.26% 520 0 0.0% Q2 2026 Jul 22, 2026
Prosperity Consulting Group, LLC History No change 21,220 3,485 0.13% 0.13% 521 0 0.0% Q2 2026 Aug 13, 2026
Tennessee Valley Asset Management Partners History No change 21,089 3,464 0.38% 0.38% 522 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 21,066 3,460 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 20,971 3,444 0.04% 0.04% 524 0 0.0% Q2 2026 Aug 07, 2026
LaSalle St. Investment Advisors, LLC History No change 20,860 3,426 0.42% 0.42% 525 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 20,742 3,407 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 20,557 3,376 0.12% 0.12% 527 0 0.0% Q2 2026 Jul 24, 2026
Maltin Wealth Management, Inc. History No change 20,543 3,374 1.13% 1.13% 528 0 0.0% Q2 2026 Jul 22, 2026
Kelly Financial Services LLC History No change 20,518 3,370 0.72% 0.72% 529 0 0.0% Q2 2026 Jul 14, 2026
Northwest Bancshares, Inc. History No change 20,513 3,369 0.61% 0.61% 530 0 0.0% Q2 2026 Aug 14, 2026
May Hill Capital, LLC History No change 20,509 3,368 0.7% 0.7% 531 0 0.0% Q2 2026 Aug 07, 2026
Drucker Wealth 3.0, LLC History No change 20,477 3,363 0.53% 0.53% 532 0 0.0% Q2 2026 Jul 13, 2026
Range Advisory, LLC History No change 20,445 3,358 0.4% 0.4% 533 0 0.0% Q2 2026 Sep 02, 2026
Curi Capital, LLC History No change 20,426 3,355 0.05% 0.05% 534 0 0.0% Q2 2026 Aug 14, 2026
Lauterbach Financial Advisors, LLC History No change 20,194 3,317 1.43% 1.43% 535 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 20,158 3,311 0.06% 0.06% 536 0 0.0% Q2 2026 Aug 12, 2026
TKG Advisors, LLC History No change 20,160 3,311 1.15% 1.15% 537 0 0.0% Q2 2026 Jul 27, 2026
Kings Path Partners LLC History No change 20,153 3,310 0.88% 0.88% 538 0 0.0% Q2 2026 Jul 14, 2026
WealthCollab, LLC History No change 20,076 3,297 1.19% 1.19% 539 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 19,663 3,229 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 11, 2026
Quad-Cities Investment Group, LLC History No change 19,623 3,223 1.16% 1.16% 541 0 0.0% Q2 2026 Jul 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 19,559 3,212 0.08% 0.08% 542 0 0.0% Q2 2026 Jul 20, 2026
Buttonwood Financial Advisors Inc. History No change 19,474 3,199 0.97% 0.97% 543 0 0.0% Q2 2026 Jul 13, 2026
Convergence Financial, LLC History No change 19,466 3,197 0.25% 0.25% 544 0 0.0% Q2 2026 Aug 05, 2026
Essex Bank History No change 19,361 3,180 0.69% 0.69% 545 0 0.0% Q2 2026 Jul 23, 2026
NorthCrest Asset Manangement, LLC History No change 19,071 3,146 0.08% 0.08% 546 0 0.0% Q2 2026 Jul 15, 2026
Snider Financial Group History No change 19,104 3,138 0.8% 0.8% 547 0 0.0% Q2 2026 Jul 14, 2026
CALTON & ASSOCIATES, INC. History No change 19,051 3,129 0.46% 0.46% 548 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 18,766 3,082 1.06% 1.06% 549 0 0.0% Q2 2026 Jul 23, 2026
One Wealth Advisors, LLC History No change 18,744 3,079 0.34% 0.34% 550 0 0.0% Q2 2026 Aug 06, 2026
Financial Architects, LLC History No change 18,355 3,015 1.45% 1.45% 551 0 0.0% Q2 2026 Jul 21, 2026
Serenus Wealth Advisors, LLC History No change 18,136 2,979 0.52% 0.52% 552 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 18,129 2,978 0.12% 0.12% 553 0 0.0% Q2 2026 Jul 20, 2026
Altiora Financial Group, LLC History No change 18,130 2,978 0.47% 0.47% 554 0 0.0% Q2 2026 Aug 07, 2026
SAGE FINANCIAL GROUP INC History No change 18,108 2,974 0.16% 0.16% 555 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 18,038 2,963 0.11% 0.11% 556 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Reduced 17,777 2,955 0.24% 0.24% 557 -44 -0.25% Q3 2026 Oct 07, 2026
Neuberger Berman Group LLC History No change 17,945 2,947 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 18,067 2,946 0.16% 0.16% 559 0 0.0% Q2 2026 Jul 14, 2026
Financial Engines Advisors L.L.C. History No change 17,923 2,944 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 14, 2026
Cascade Financial Partners, LLC History No change 17,902 2,940 0.26% 0.26% 561 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 17,819 2,927 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 17,815 2,926 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 05, 2026
Great Point Wealth Advisors, LLC History No change 17,809 2,925 0.47% 0.47% 564 0 0.0% Q2 2026 Jul 23, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 17,712 2,909 0.18% 0.18% 565 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 17,621 2,894 0.17% 0.17% 566 0 0.0% Q2 2026 Aug 14, 2026
Parkwoods Wealth Partners, LLC History No change 17,613 2,893 0.46% 0.46% 567 0 0.0% Q2 2026 Jul 27, 2026
Wealth Group Ltd History Reduced 17,162 2,882 0.53% 0.56% 568 -504 -2.85% Q3 2026 Oct 07, 2026
MGO ONE SEVEN LLC History No change 17,513 2,876 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 31, 2026
Asempa Wealth Advisors History Added to 17,240 2,873 2.19% 2.05% 570 +467 2.78% Q3 2026 Oct 07, 2026
Archer Investment Corp History No change 17,378 2,854 0.56% 0.56% 571 0 0.0% Q2 2026 Aug 03, 2026
Morling Financial Advisors, LLC History No change 17,367 2,852 0.79% 0.79% 572 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 17,348 2,849 0.11% 0.11% 573 0 0.0% Q2 2026 Jul 27, 2026
Hamilton Capital, LLC History Added to 16,930 2,815 0.16% 0.14% 574 +88 0.52% Q3 2026 Oct 08, 2026
Stratos Wealth Advisors, LLC History No change 17,130 2,813 0.15% 0.15% 575 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 16,910 2,777 0.12% 0.12% 576 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 16,866 2,770 0.03% 0.03% 577 0 0.0% Q2 2026 Aug 04, 2026
CARDIFF PARK ADVISORS, LLC History No change 16,763 2,753 0.21% 0.21% 578 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 16,703 2,743 0.24% 0.24% 579 0 0.0% Q2 2026 Aug 14, 2026
Asset One Wealth Management LLC History No change 16,559 2,739 0.29% 0.29% 580 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 16,626 2,731 0.07% 0.07% 581 0 0.0% Q2 2026 Aug 05, 2026
ASSOCIATED BANC-CORP History No change 16,553 2,719 0.06% 0.06% 582 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 16,489 2,708 0.11% 0.11% 583 0 0.0% Q2 2026 Aug 10, 2026
Peak Financial Management, Inc. History No change 16,407 2,695 0.62% 0.62% 584 0 0.0% Q2 2026 Jul 20, 2026
Pasadena Private Wealth, LLC History No change 16,409 2,695 0.34% 0.34% 585 0 0.0% Q2 2026 Aug 10, 2026
Riverbend Wealth Management, LLC History No change 16,388 2,692 1.35% 1.35% 586 0 0.0% Q2 2026 Jul 22, 2026
Accurate Wealth Management, LLC History No change 16,151 2,673 0.25% 0.25% 587 0 0.0% Q2 2026 Jul 14, 2026
Cyndeo Wealth Partners, LLC History No change 16,225 2,665 0.13% 0.13% 588 0 0.0% Q2 2026 Jul 21, 2026
Bouvel Investment Partners, LLC History No change 16,214 2,663 0.6% 0.6% 589 0 0.0% Q2 2026 Jul 17, 2026
Regency Capital Management Inc.\DE History No change 16,028 2,632 1.05% 1.05% 590 0 0.0% Q2 2026 Aug 12, 2026
Tempo Wealth, LLC History No change 15,878 2,608 0.39% 0.39% 591 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,691 2,577 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 28, 2026
Cherry Tree Wealth Management, LLC History No change 15,634 2,568 0.48% 0.48% 593 0 0.0% Q2 2026 Sep 15, 2026
Walkner Condon Financial Advisors LLC History No change 15,575 2,558 0.29% 0.29% 594 0 0.0% Q2 2026 Jul 27, 2026
McGlone Suttner Wealth Management, Inc. History No change 15,480 2,542 0.3% 0.3% 595 0 0.0% Q2 2026 Jul 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 15,446 2,539 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 15,459 2,539 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group, Inc. History No change 15,391 2,528 1.33% 1.33% 598 0 0.0% Q2 2026 Jul 21, 2026
Guidance Point Advisors, LLC History No change 15,336 2,519 0.53% 0.53% 599 0 0.0% Q2 2026 Jul 31, 2026
Operose Advisors LLC History No change 15,309 2,514 0.49% 0.49% 600 0 0.0% Q2 2026 Aug 13, 2026
Sowa Financial Group, Inc. History No change 15,183 2,494 1.16% 1.16% 601 0 0.0% Q2 2026 Jul 28, 2026
Clark Asset Management, LLC History No change 15,136 2,486 0.2% 0.2% 602 0 0.0% Q2 2026 Jul 07, 2026
Trivium Point Advisory, LLC History No change 15,117 2,483 0.23% 0.23% 603 0 0.0% Q2 2026 Aug 06, 2026
Objective Capital Management, LLC History No change 14,920 2,450 2.17% 2.17% 604 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 14,757 2,424 0.03% 0.03% 605 0 0.0% Q2 2026 Jul 23, 2026
XY Planning Network, Inc. History No change 14,636 2,404 0.3% 0.3% 606 0 0.0% Q2 2026 Jul 14, 2026
Aaron Wealth Advisors LLC History No change 14,526 2,386 0.12% 0.12% 607 0 0.0% Q2 2026 Jul 16, 2026
Security Financial Services, INC. History No change 14,423 2,369 0.33% 0.33% 608 0 0.0% Q2 2026 Jul 15, 2026
BIRCH FINANCIAL GROUP, LLC History No change 14,417 2,368 1.22% 1.22% 609 0 0.0% Q2 2026 Jul 15, 2026
FIRST CITIZENS BANK & TRUST CO History No change 14,361 2,359 0.04% 0.04% 610 0 0.0% Q2 2026 Jul 13, 2026
WEALTH EFFECTS LLC History No change 14,296 2,348 0.63% 0.63% 611 0 0.0% Q2 2026 Aug 06, 2026
SFM, LLC History No change 14,284 2,346 1.2% 1.2% 612 0 0.0% Q2 2026 Jul 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 14,147 2,323 0.04% 0.04% 613 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 14,139 2,322 0.14% 0.14% 614 0 0.0% Q2 2026 Aug 05, 2026
Traveka Wealth, LLC History No change 14,081 2,313 0.77% 0.77% 615 0 0.0% Q2 2026 Jul 21, 2026
Compass Ion Advisors, LLC History No change 14,014 2,302 0.2% 0.2% 616 0 0.0% Q2 2026 Aug 12, 2026
AGF MANAGEMENT LTD History No change 14,000 2,299 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 13,828 2,271 0.04% 0.04% 618 0 0.0% Q2 2026 Aug 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 13,764 2,261 1.35% 1.35% 619 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 13,628 2,238 0.29% 0.29% 620 0 0.0% Q2 2026 Jul 27, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 13,524 2,221 1.09% 1.09% 621 0 0.0% Q2 2026 Jul 21, 2026
Grey Ledge Advisors, LLC History No change 13,507 2,218 0.45% 0.45% 622 0 0.0% Q2 2026 Jul 27, 2026
Hobbs Group Advisors, LLC History No change 13,483 2,214 0.58% 0.58% 623 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 13,452 2,210 0.63% 0.63% 624 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 13,299 2,184 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 28, 2026
Stephenson & Company, Inc. History No change 13,202 2,168 1.02% 1.02% 626 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 13,085 2,149 0.04% 0.04% 627 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 13,043 2,142 0.24% 0.24% 628 0 0.0% Q2 2026 Jul 09, 2026
Three Arch Wealth Management LLC History No change 13,044 2,142 0.33% 0.33% 629 0 0.0% Q2 2026 Aug 06, 2026
Box Hill Private Wealth LLC History Added to 12,833 2,133 1.55% 1.67% 630 +186 1.47% Q3 2026 Oct 05, 2026
Oak Barrel Wealth Advisory LLC History No change 12,959 2,128 0.94% 0.94% 631 0 0.0% Q2 2026 Aug 07, 2026
Berman McAleer LLC History No change 12,872 2,114 0.24% 0.24% 632 0 0.0% Q2 2026 Jul 16, 2026
Vistica Wealth Advisors, LLC History No change 12,819 2,105 1.82% 1.82% 633 0 0.0% Q2 2026 Jul 27, 2026
Parkside Investments, LLC History No change 12,770 2,097 0.23% 0.23% 634 0 0.0% Q2 2026 Jul 13, 2026
Whitcomb & Hess, Inc. History Reduced 12,495 2,077 0.44% 0.46% 635 -573 -4.38% Q3 2026 Oct 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 12,634 2,075 0.15% 0.15% 636 0 0.0% Q2 2026 Aug 03, 2026
D'Orazio & Associates, Inc. History No change 12,554 2,062 0.24% 0.24% 637 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 12,497 2,052 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 17, 2026
Weaver Consulting Group History Added to 12,277 2,041 0.4% 0.41% 639 +1 0.01% Q3 2026 Oct 07, 2026
My Personal CFO, LLC History No change 12,287 2,018 0.79% 0.79% 640 0 0.0% Q2 2026 Jul 21, 2026
Castleview Partners, LLC History No change 12,233 2,009 0.88% 0.88% 641 0 0.0% Q2 2026 Jul 20, 2026
Gryphon Financial Partners LLC History No change 12,229 2,008 0.18% 0.18% 642 0 0.0% Q2 2026 Aug 05, 2026
ZWJ INVESTMENT COUNSEL INC History No change 12,206 2,005 0.06% 0.06% 643 0 0.0% Q2 2026 Jul 16, 2026
MN Wealth Advisors, LLC History No change 12,105 1,988 0.85% 0.85% 644 0 0.0% Q2 2026 Jul 23, 2026
Walsh & Associates, LLC History No change 12,074 1,983 1.62% 1.62% 645 0 0.0% Q2 2026 Jul 21, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 12,050 1,979 0.09% 0.09% 646 0 0.0% Q2 2026 Aug 14, 2026
Bill Few Associates, Inc. History No change 12,041 1,977 0.42% 0.42% 647 0 0.0% Q2 2026 Jul 07, 2026
ABLE Financial Group, LLC History No change 12,035 1,977 0.33% 0.33% 648 0 0.0% Q2 2026 Jul 22, 2026
Detalus Advisors, LLC History No change 12,006 1,972 0.38% 0.38% 649 0 0.0% Q2 2026 Jul 27, 2026
KOM Wealth Management Group, LLC History No change 11,887 1,952 1.18% 1.18% 650 0 0.0% Q2 2026 Jul 23, 2026
PIONEER TRUST BANK N A/OR History No change 11,750 1,930 0.44% 0.44% 651 0 0.0% Q2 2026 Jul 22, 2026
Bawa N Mallick Trust History No change 11,692 1,920 0.62% 0.62% 652 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 11,588 1,903 1.37% 1.37% 653 0 0.0% Q2 2026 Jul 09, 2026
MBL Wealth, LLC History No change 11,516 1,891 0.13% 0.13% 654 0 0.0% Q2 2026 Jul 15, 2026
Rosenberg Matthew Hamilton History Reduced 11,360 1,888 0.34% 0.35% 655 -120 -1.05% Q3 2026 Oct 05, 2026
COGENT STRATEGIC WEALTH LLC History No change 11,491 1,887 1.8% 1.8% 656 0 0.0% Q2 2026 Aug 11, 2026
BlueStem Wealth Partners, LLC History No change 11,435 1,878 0.19% 0.19% 657 0 0.0% Q2 2026 Aug 11, 2026
TBH Global Asset Management, LLC History No change 11,354 1,865 0.34% 0.34% 658 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 11,350 1,864 0.41% 0.41% 659 0 0.0% Q2 2026 Jul 07, 2026
Galvin, Gaustad & Stein, LLC History Reduced 11,166 1,856 0.14% 0.14% 660 -327 -2.85% Q3 2026 Oct 08, 2026
Schrum Private Wealth Management LLC History No change 13,303 1,845 1.9% 1.9% 661 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 11,220 1,843 0.36% 0.36% 662 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History No change 11,160 1,833 0.12% 0.12% 663 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Planning, Inc. History No change 11,102 1,823 0.42% 0.42% 664 0 0.0% Q2 2026 Jul 10, 2026
Crusonia Wealth Advisors LLC History No change 11,099 1,823 0.3% 0.3% 665 0 0.0% Q2 2026 Jul 30, 2026
ZEGA Investments, LLC History No change 10,988 1,805 0.19% 0.19% 666 0 0.0% Q2 2026 Jul 31, 2026
Invst, LLC History No change 10,972 1,802 0.18% 0.18% 667 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 10,867 1,785 0.17% 0.17% 668 0 0.0% Q2 2026 Jul 24, 2026
Clarity Asset Management, Inc. History No change 10,856 1,783 0.87% 0.87% 669 0 0.0% Q2 2026 Jul 16, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 10,716 1,760 0.17% 0.17% 670 0 0.0% Q2 2026 Jul 22, 2026
Finley Financial, LLC History No change 10,670 1,752 0.71% 0.71% 671 0 0.0% Q2 2026 Jul 08, 2026
Tanglewood Legacy Advisors, LLC History No change 10,632 1,746 0.56% 0.56% 672 0 0.0% Q2 2026 Aug 10, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 10,623 1,745 0.28% 0.28% 673 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 10,628 1,745 0.1% 0.1% 674 0 0.0% Q2 2026 Aug 04, 2026
Gerber Kawasaki Wealth & Investment Management History No change 10,589 1,739 0.05% 0.05% 675 0 0.0% Q2 2026 Aug 07, 2026
ADVISORTRUST PARTNERS, LLC History No change 10,587 1,739 0.59% 0.59% 676 0 0.0% Q2 2026 Aug 10, 2026
Clayton Financial Group LLC History No change 10,547 1,732 0.96% 0.96% 677 0 0.0% Q2 2026 Jul 20, 2026
Accelerate Investment Advisors LLC History No change 10,548 1,732 0.99% 0.99% 678 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Family Advisors, LLC History No change 10,482 1,721 0.72% 0.72% 679 0 0.0% Q2 2026 Aug 14, 2026
JDH Wealth Management, LLC History No change 10,476 1,720 1.05% 1.05% 680 0 0.0% Q2 2026 Jul 22, 2026
Somerset Trust Co History No change 10,391 1,706 0.48% 0.48% 681 0 0.0% Q2 2026 Jul 06, 2026
NorthRock Partners, LLC History No change 10,350 1,700 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 10,398 1,695 0.06% 0.06% 683 0 0.0% Q2 2026 Aug 12, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 10,301 1,692 0.11% 0.11% 684 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Management Group, Inc. History No change 10,280 1,688 0.79% 0.79% 685 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 10,267 1,686 0.07% 0.07% 686 0 0.0% Q2 2026 Jul 29, 2026
Institute for Wealth Management, LLC. History No change 10,256 1,684 0.15% 0.15% 687 0 0.0% Q2 2026 Jul 28, 2026
Visionary Wealth Advisors History No change 10,246 1,683 0.07% 0.07% 688 0 0.0% Q2 2026 Aug 13, 2026
FIRST INTERSTATE BANK History No change 10,168 1,670 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 24, 2026
Signature Wealth Management Partners, LLC History No change 10,160 1,668 0.78% 0.78% 690 0 0.0% Q2 2026 Jul 29, 2026
Index Fund Advisors, Inc. History No change 10,110 1,660 0.07% 0.07% 691 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 10,083 1,656 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Financial Group, Inc. History No change 10,085 1,656 0.25% 0.25% 693 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE MANAGEMENT GROUP INC History No change 10,075 1,655 0.04% 0.04% 694 0 0.0% Q2 2026 Jul 31, 2026
NorthCoast Asset Management LLC History No change 10,071 1,654 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 12, 2026
EPG Wealth Management LLC History No change 10,065 1,653 0.4% 0.4% 696 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 10,032 1,647 0.1% 0.1% 697 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 10,028 1,647 0.21% 0.21% 698 0 0.0% Q2 2026 Aug 12, 2026
Chicago Capital, LLC History No change 9,962 1,636 0.04% 0.04% 699 0 0.0% Q2 2026 Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,814 1,612 0.05% 0.05% 700 0 0.0% Q2 2026 Aug 10, 2026
FourThought Financial Partners, LLC History No change 9,796 1,609 0.12% 0.12% 701 0 0.0% Q2 2026 Aug 12, 2026
Keener Financial Planning LLC History No change 9,760 1,603 0.57% 0.57% 702 0 0.0% Q2 2026 Jul 31, 2026
CAHILL FINANCIAL ADVISORS INC History No change 9,753 1,602 0.15% 0.15% 703 0 0.0% Q2 2026 Aug 11, 2026
Elevated Financial Group LLC History No change 9,751 1,601 0.44% 0.44% 704 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 9,709 1,595 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 24, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 9,638 1,583 0.42% 0.42% 706 0 0.0% Q2 2026 Jul 16, 2026
Seaside Wealth Management, Inc. History No change 9,610 1,578 0.39% 0.39% 707 0 0.0% Q2 2026 Aug 05, 2026
LEGACY SOLUTIONS, LLC History Added to 9,467 1,574 1.2% 1.26% 708 +4 0.04% Q3 2026 Oct 07, 2026
WOLFF WIESE MAGANA LLC History No change 9,553 1,569 0.72% 0.72% 709 0 0.0% Q2 2026 Jul 13, 2026
Meridian Wealth Partners, LLC History No change 9,531 1,565 0.19% 0.19% 710 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 9,483 1,557 0.08% 0.08% 711 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ALLIANCE, LLC History No change 9,478 1,557 0.13% 0.13% 712 0 0.0% Q2 2026 Aug 11, 2026
Almanack Investment Partners, LLC. History No change 9,454 1,553 0.2% 0.2% 713 0 0.0% Q2 2026 Jul 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 9,521 1,552 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 13, 2026
Aft, Forsyth & Sober, LLC History No change 10,875 1,548 0.48% 0.48% 715 0 0.0% Q2 2026 Aug 14, 2026
Baring Financial LLC History Added to 9,304 1,547 0.83% 0.83% 716 +84 0.91% Q3 2026 Oct 07, 2026
Base Wealth Management LLC History No change 9,412 1,546 0.72% 0.72% 717 0 0.0% Q2 2026 Jul 22, 2026
Patten Group, Inc. History No change 9,400 1,544 0.24% 0.24% 718 0 0.0% Q2 2026 Aug 06, 2026
Eagle Bluffs Wealth Management LLC History No change 9,391 1,542 0.52% 0.52% 719 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 9,374 1,539 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 9,374 1,539 0.02% 0.02% 721 0 0.0% Q2 2026 Aug 11, 2026
Pathway Financial Advisors LLC History No change 9,200 1,529 0.17% 0.18% 722 0 0.0% Q3 2026 Oct 07, 2026
Fielder Capital Group LLC History No change 9,302 1,528 0.33% 0.33% 723 0 0.0% Q2 2026 Aug 06, 2026
Curated Wealth Partners LLC History No change 9,301 1,527 0.18% 0.18% 724 0 0.0% Q2 2026 Aug 14, 2026
Colter Lewis Investment Partners LLC History No change 9,284 1,525 0.68% 0.68% 725 0 0.0% Q2 2026 Aug 14, 2026
Sugar Maple Asset Management, LLC History No change 9,270 1,522 0.98% 0.98% 726 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 9,254 1,520 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 9,252 1,519 0.07% 0.07% 728 0 0.0% Q2 2026 Aug 04, 2026
Gibson Capital, LLC History No change 9,199 1,511 0.25% 0.25% 729 0 0.0% Q2 2026 Aug 13, 2026
Northstar Financial Companies, Inc. History No change 9,198 1,510 1.02% 1.02% 730 0 0.0% Q2 2026 Aug 06, 2026
Focus Financial Network, Inc. History No change 9,139 1,501 0.05% 0.05% 731 0 0.0% Q2 2026 Jul 09, 2026
WELLINGTON-ALTUS USA INC. History No change 10,490 1,494 1.06% 1.06% 732 0 0.0% Q2 2026 Sep 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 9,088 1,492 0.05% 0.05% 733 0 0.0% Q2 2026 Aug 20, 2026
Oakworth Capital, Inc. History No change 9,066 1,487 0.07% 0.07% 734 0 0.0% Q2 2026 Jul 22, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 9,051 1,486 0.06% 0.06% 735 0 0.0% Q2 2026 Aug 18, 2026
EARNED WEALTH ADVISORS, LLC History No change 9,045 1,485 0.1% 0.1% 736 0 0.0% Q2 2026 Aug 14, 2026
Robinhood Asset Management, LLC History No change 8,971 1,473 0.08% 0.08% 737 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 8,955 1,470 0.03% 0.03% 738 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 8,952 1,470 0.1% 0.1% 739 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 8,933 1,467 0.02% 0.02% 740 0 0.0% Q2 2026 Aug 06, 2026
CORRADO ADVISORS, LLC History No change 8,925 1,466 0.67% 0.67% 741 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 8,882 1,459 0.04% 0.04% 742 0 0.0% Q2 2026 Aug 03, 2026
Evernest Financial Advisors, LLC History No change 8,872 1,457 0.3% 0.3% 743 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History No change 8,863 1,455 0.04% 0.04% 744 0 0.0% Q2 2026 Jul 27, 2026
MAYPORT, LLC History No change 8,827 1,450 0.22% 0.22% 745 0 0.0% Q2 2026 Aug 07, 2026
Sprinkle Financial Consultants LLC History No change 8,804 1,446 0.57% 0.57% 746 0 0.0% Q2 2026 Jul 08, 2026
WEDBUSH SECURITIES INC History No change 8,741 1,436 0.04% 0.04% 747 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 8,662 1,422 0.16% 0.16% 748 0 0.0% Q2 2026 Jul 15, 2026
Horst & Graben Wealth Management LLC History No change 8,597 1,410 0.19% 0.19% 749 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,568 1,407 0.03% 0.03% 750 0 0.0% Q2 2026 Jul 31, 2026
Human Investing LLC History No change 8,533 1,401 0.18% 0.18% 751 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 8,502 1,396 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 8,378 1,376 0.05% 0.05% 753 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 8,366 1,374 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 14, 2026
Pacific Capital Wealth Advisors, Inc. History No change 8,311 1,365 0.21% 0.21% 755 0 0.0% Q2 2026 Jul 09, 2026
Symphony Financial, Ltd. Co. History No change 8,356 1,362 0.15% 0.15% 756 0 0.0% Q2 2026 Aug 03, 2026
ATWOOD & PALMER INC History No change 8,137 1,353 0.07% 0.07% 757 0 0.0% Q3 2026 Oct 08, 2026
Advyzon Investment Management, LLC History No change 8,185 1,344 0.1% 0.1% 758 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN MANAGEMENT CO History No change 8,100 1,330 0.3% 0.3% 759 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 8,067 1,325 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 11, 2026
Southeast Asset Advisors, LLC History No change 8,059 1,323 0.13% 0.13% 761 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 8,010 1,315 0.07% 0.07% 762 0 0.0% Q2 2026 Jul 16, 2026
Helium Advisors LLC History No change 7,999 1,313 1.09% 1.09% 763 0 0.0% Q2 2026 Aug 11, 2026
Rodgers & Associates, LTD History No change 7,916 1,300 0.12% 0.12% 764 0 0.0% Q2 2026 Jul 21, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 7,903 1,298 3.66% 3.66% 765 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 7,901 1,297 0.08% 0.08% 766 0 0.0% Q2 2026 Jul 17, 2026
Sylvest Advisors, LLC History No change 7,871 1,292 0.58% 0.58% 767 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 7,850 1,289 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,842 1,288 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 13, 2026
Stonekeep Investments, LLC History No change 7,825 1,285 0.75% 0.75% 770 0 0.0% Q2 2026 Jul 10, 2026
Cypress Wealth Services, LLC History No change 7,781 1,278 0.16% 0.16% 771 0 0.0% Q2 2026 Jul 10, 2026
Leading Edge Financial Planning LLC History No change 7,779 1,277 0.23% 0.23% 772 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 7,759 1,274 0.07% 0.07% 773 0 0.0% Q2 2026 Aug 10, 2026
Wescott Financial Advisory Group, LLC History No change 7,757 1,274 0.1% 0.1% 774 0 0.0% Q2 2026 Aug 04, 2026
KLCM Advisors, Inc. History No change 7,720 1,268 0.1% 0.1% 775 0 0.0% Q2 2026 Aug 06, 2026
NWK Group, Inc. History No change 7,704 1,265 0.39% 0.39% 776 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 7,693 1,263 0.2% 0.2% 777 0 0.0% Q2 2026 Jul 15, 2026
GENESIS PRIVATE WEALTH, LLC History No change 7,692 1,263 0.36% 0.36% 778 0 0.0% Q2 2026 Jul 13, 2026
Ervin Investment Management, LLC History No change 7,671 1,260 0.68% 0.68% 779 0 0.0% Q2 2026 Jul 14, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 7,610 1,250 0.21% 0.21% 780 0 0.0% Q2 2026 Jul 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,602 1,248 0.02% 0.02% 781 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 7,599 1,248 0.38% 0.38% 782 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 7,584 1,245 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 7,553 1,240 0.04% 0.04% 784 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 7,572 1,238 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 7,521 1,235 0.02% 0.02% 786 0 0.0% Q2 2026 Jul 28, 2026
PATTEN & PATTEN INC/TN History No change 7,500 1,232 0.07% 0.07% 787 0 0.0% Q2 2026 Aug 05, 2026
Tidal Investments LLC History No change 7,493 1,230 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 7,484 1,229 0.08% 0.08% 789 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,487 1,229 0.02% 0.02% 790 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7,470 1,226 0.12% 0.12% 791 0 0.0% Q2 2026 Aug 13, 2026
Keystone Wealth Services, LLC History No change 7,432 1,220 0.23% 0.23% 792 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 7,322 1,202 0.06% 0.06% 793 0 0.0% Q2 2026 Jul 29, 2026
San Luis Wealth Advisors LLC History No change 7,322 1,202 0.18% 0.18% 794 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 7,290 1,197 0.13% 0.13% 795 0 0.0% Q2 2026 Jul 23, 2026
Rolek Wealth Management LLC History No change 7,251 1,191 0.67% 0.67% 796 0 0.0% Q2 2026 Jul 14, 2026
One Day In July LLC History No change 7,204 1,183 0.08% 0.08% 797 0 0.0% Q2 2026 Aug 03, 2026
TSA Wealth Managment LLC History No change 7,194 1,181 0.33% 0.33% 798 0 0.0% Q2 2026 Aug 03, 2026
TENET WEALTH PARTNERS, LLC History No change 7,269 1,178 0.88% 0.88% 799 0 0.0% Q2 2026 Aug 07, 2026
Avalon Trust Co History No change 7,146 1,173 0.07% 0.07% 800 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History No change 7,084 1,163 0.16% 0.16% 801 0 0.0% Q2 2026 Jul 22, 2026
Orgel Wealth Management, LLC History No change 7,065 1,160 0.02% 0.02% 802 0 0.0% Q2 2026 Jul 13, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 7,045 1,157 0.14% 0.14% 803 0 0.0% Q2 2026 Aug 13, 2026
IBEX WEALTH ADVISORS History No change 7,042 1,156 0.09% 0.09% 804 0 0.0% Q2 2026 Jul 27, 2026
Boston Trust Walden Corp History No change 7,034 1,155 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 24, 2026
COOPER/HAIMS ADVISORS, LLC History No change 7,006 1,150 0.49% 0.49% 806 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 7,003 1,150 0.09% 0.09% 807 0 0.0% Q2 2026 Jul 16, 2026
RHS Financial, LLC History No change 7,000 1,149 0.46% 0.46% 808 0 0.0% Q2 2026 Aug 07, 2026
55 North Private Wealth, LLC History No change 6,995 1,149 0.23% 0.23% 809 0 0.0% Q2 2026 Jul 07, 2026
Windsor Capital Management, LLC History No change 6,941 1,140 0.3% 0.3% 810 0 0.0% Q2 2026 Jul 08, 2026
Elevation Wealth Management LLC History No change 6,920 1,136 0.85% 0.85% 811 0 0.0% Q2 2026 Jul 29, 2026
Foundry Financial LLC History No change 6,907 1,134 0.38% 0.38% 812 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL CITY TRUST CO/FL History No change 6,900 1,133 0.23% 0.23% 813 0 0.0% Q2 2026 Aug 04, 2026
Cadence Wealth Management LLC History No change 6,895 1,132 0.51% 0.51% 814 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 6,893 1,132 0.22% 0.22% 815 0 0.0% Q2 2026 Aug 11, 2026
ALBION FINANCIAL GROUP /UT History No change 6,885 1,131 0.07% 0.07% 816 0 0.0% Q2 2026 Jul 22, 2026
FIRST AMERICAN TRUST, FSB History No change 6,863 1,127 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 6,846 1,124 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,776 1,113 0.01% 0.01% 819 0 0.0% Q2 2026 Aug 13, 2026
Global View Capital Management LLC History No change 6,779 1,113 0.23% 0.23% 820 0 0.0% Q2 2026 Jul 23, 2026
Traynor Capital Management, Inc. History No change 6,767 1,111 0.05% 0.05% 821 0 0.0% Q2 2026 Jul 22, 2026
Chesley Taft & Associates LLC History No change 6,758 1,110 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 08, 2026
HCR Wealth Advisors History No change 6,716 1,103 0.1% 0.1% 823 0 0.0% Q2 2026 Jul 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,717 1,103 0.11% 0.11% 824 0 0.0% Q2 2026 Sep 02, 2026
DMC Group, LLC History No change 6,706 1,101 0.75% 0.75% 825 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 6,649 1,092 0.08% 0.08% 826 0 0.0% Q2 2026 Aug 11, 2026
Grange Capital, LLC History No change 6,653 1,092 1.01% 1.01% 827 0 0.0% Q2 2026 Jul 28, 2026
WealthPlan Investment Management, LLC History No change 6,645 1,091 0.05% 0.05% 828 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 6,545 1,088 0.03% 0.04% 829 -1,314 -16.72% Q3 2026 Oct 08, 2026
Bond & Devick Financial Network, Inc. History No change 6,613 1,086 0.27% 0.27% 830 0 0.0% Q2 2026 Jul 16, 2026
GHP Investment Advisors, Inc. History No change 6,605 1,085 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 17, 2026
Soundwatch Capital LLC History No change 6,604 1,084 0.12% 0.12% 832 0 0.0% Q2 2026 Aug 13, 2026
EJMK Ventures LLC History No change 6,604 1,084 0.49% 0.49% 833 0 0.0% Q2 2026 Aug 06, 2026
Aspiring Ventures, LLC History No change 6,586 1,081 0.26% 0.26% 834 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 6,572 1,079 0.04% 0.04% 835 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 6,559 1,077 0.03% 0.03% 836 0 0.0% Q2 2026 Jul 15, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 6,455 1,060 0.2% 0.2% 837 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 6,387 1,049 0.16% 0.16% 838 0 0.0% Q2 2026 Aug 12, 2026
TRUEFG, LLC History No change 6,379 1,047 0.24% 0.24% 839 0 0.0% Q2 2026 Jul 16, 2026
Outlook Wealth Advisors, LLC History No change 6,371 1,046 0.23% 0.23% 840 0 0.0% Q2 2026 Aug 03, 2026
Winter & Associates, Inc. History No change 6,311 1,036 0.78% 0.78% 841 0 0.0% Q2 2026 Jul 09, 2026
Bison Wealth, LLC History No change 6,266 1,034 0.09% 0.09% 842 0 0.0% Q2 2026 Jul 07, 2026
Downshift Financial, LLC History No change 6,298 1,034 0.46% 0.46% 843 0 0.0% Q2 2026 Aug 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 6,293 1,033 0.16% 0.16% 844 0 0.0% Q2 2026 Aug 10, 2026
Evanson Financial, LLC History No change 6,256 1,027 0.05% 0.05% 845 0 0.0% Q2 2026 Jul 07, 2026
Balentine LLC History No change 6,243 1,025 0.04% 0.04% 846 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY ADVISORS, INC. History No change 6,225 1,022 0.69% 0.69% 847 0 0.0% Q2 2026 Jul 24, 2026
MEITAV INVESTMENT HOUSE LTD History No change 5,967 1,021 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 6,182 1,015 0.02% 0.02% 849 0 0.0% Q2 2026 Aug 14, 2026
MSH Capital Advisors LLC History No change 6,178 1,014 0.18% 0.18% 850 0 0.0% Q2 2026 Aug 10, 2026
RETIREMITTEN FINANCIAL LLC History No change 6,092 1,000 0.42% 0.42% 851 0 0.0% Q2 2026 Aug 10, 2026
True North Advisors, LLC History No change 6,080 998 0.1% 0.1% 852 0 0.0% Q2 2026 Jul 22, 2026
Calamos Wealth Management LLC History No change 6,065 996 0.03% 0.03% 853 0 0.0% Q2 2026 Jul 31, 2026
One Capital Management, LLC History No change 6,994 996 0.03% 0.03% 854 0 0.0% Q2 2026 Aug 13, 2026
ATLas Financial Planning LLC History No change 6,050 993 0.81% 0.81% 855 0 0.0% Q2 2026 Jul 22, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 6,000 985 0.88% 0.88% 856 0 0.0% Q2 2026 Aug 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,991 984 0.04% 0.04% 857 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,980 982 0.01% 0.01% 858 0 0.0% Q2 2026 Sep 23, 2026
Bluespring Wealth Management, LLC History No change 5,972 981 0.02% 0.02% 859 0 0.0% Q2 2026 Aug 11, 2026
Roundview Capital LLC History No change 5,971 980 0.05% 0.05% 860 0 0.0% Q2 2026 Jul 30, 2026
Brio Consultants, LLC History No change 5,969 980 0.11% 0.11% 861 0 0.0% Q2 2026 Aug 12, 2026
Retirement Investment Advisors, Inc. History No change 5,971 980 0.07% 0.07% 862 0 0.0% Q2 2026 Jul 15, 2026
SageView Advisory Group, LLC History No change 5,904 969 0.03% 0.03% 863 0 0.0% Q2 2026 Aug 10, 2026
Gemmer Asset Management LLC History No change 5,896 968 0.07% 0.07% 864 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,894 967 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 5,882 966 0.08% 0.08% 866 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 5,863 963 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 5,845 960 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 5,619 959 0.05% 0.05% 869 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 5,830 957 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,920 957 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 5,818 955 1.07% 1.07% 872 0 0.0% Q2 2026 Jul 02, 2026
JHP Wealth Management, LLC History No change 5,806 953 0.78% 0.78% 873 0 0.0% Q2 2026 Jul 30, 2026
WJ Wealth Management, LLC History No change 5,800 952 0.38% 0.38% 874 0 0.0% Q2 2026 Aug 03, 2026
Gilliland Jeter Wealth Management LLC History No change 5,801 952 0.25% 0.25% 875 0 0.0% Q2 2026 Jul 29, 2026
Wilkins Miller Wealth Management, LLC History No change 5,777 948 0.52% 0.52% 876 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 5,776 947 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 5,755 945 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 14, 2026
Geometric Wealth Advisors History No change 5,742 943 0.1% 0.1% 879 0 0.0% Q2 2026 Aug 11, 2026
Cypress Capital Group History No change 5,729 941 0.09% 0.09% 880 0 0.0% Q2 2026 Aug 05, 2026
McClarren Financial Advisors, Inc. History No change 5,720 939 0.49% 0.49% 881 0 0.0% Q2 2026 Jul 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,721 939 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 24, 2026
BCS Wealth Management History No change 5,695 935 0.17% 0.17% 883 0 0.0% Q2 2026 Jul 16, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 5,680 933 0.24% 0.24% 884 0 0.0% Q2 2026 Jul 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 5,678 932 0.2% 0.2% 885 0 0.0% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History No change 5,673 931 0.12% 0.12% 886 0 0.0% Q2 2026 Aug 12, 2026
Sound Stewardship, LLC History No change 5,652 928 0.38% 0.38% 887 0 0.0% Q2 2026 Jul 13, 2026
Beckerman Institutional, LLC History No change 5,636 925 0.44% 0.44% 888 0 0.0% Q2 2026 Aug 11, 2026
CHAPIN DAVIS, INC. History No change 5,628 924 0.16% 0.16% 889 0 0.0% Q2 2026 Jul 07, 2026
OFC FINANCIAL PLANNING, LLC History No change 5,584 917 0.81% 0.81% 890 0 0.0% Q2 2026 Aug 05, 2026
EWA, LLC History No change 5,581 916 0.17% 0.17% 891 0 0.0% Q2 2026 Jul 14, 2026
WESBANCO BANK INC History No change 5,569 914 0.02% 0.02% 892 0 0.0% Q2 2026 Jul 28, 2026
Dana Investment Advisors, Inc. History No change 5,569 914 0.02% 0.02% 893 0 0.0% Q2 2026 Aug 13, 2026
Nabity-Jensen Investment Management Inc History No change 5,566 914 0.56% 0.56% 894 0 0.0% Q2 2026 Jul 27, 2026
DAVIS R M INC History No change 5,560 913 0.01% 0.01% 895 0 0.0% Q2 2026 Aug 14, 2026
5T Wealth, LLC History No change 5,549 911 0.34% 0.34% 896 0 0.0% Q2 2026 Jul 21, 2026
Thrive Wealth Management, LLC History No change 5,540 910 0.12% 0.12% 897 0 0.0% Q2 2026 Jul 07, 2026
DEUTSCHE BANK AG\ History No change 5,500 903 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 07, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 5,497 903 0.11% 0.11% 899 0 0.0% Q2 2026 Jul 20, 2026
Professional Financial Advisors, LLC History No change 5,479 900 0.16% 0.16% 900 0 0.0% Q2 2026 Jul 09, 2026
Inman Jager Wealth Management, LLC History No change 5,482 900 0.48% 0.48% 901 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 5,476 899 0.06% 0.06% 902 0 0.0% Q2 2026 Aug 07, 2026
Gallagher Fiduciary Advisors, LLC History No change 5,465 897 0.03% 0.03% 903 0 0.0% Q2 2026 Aug 14, 2026
Pacific Park Financial, Inc. History No change 5,466 897 0.52% 0.52% 904 0 0.0% Q2 2026 Jul 21, 2026
Successful Portfolios LLC History No change 5,412 895 0.42% 0.42% 905 0 0.0% Q2 2026 Jul 14, 2026
CAPITAL ADVISORS INC/OK History No change 5,404 887 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 22, 2026
WATERSHED PRIVATE WEALTH LLC History No change 5,403 887 0.25% 0.25% 907 0 0.0% Q2 2026 Jul 17, 2026
XML Financial, LLC History No change 5,385 884 0.06% 0.06% 908 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 5,352 879 0.06% 0.06% 909 0 0.0% Q2 2026 Jul 06, 2026
Optivise Advisory Services LLC History No change 5,351 878 0.45% 0.45% 910 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 5,271 876 0.08% 0.07% 911 +459 9.54% Q3 2026 Oct 07, 2026
WHITTIER TRUST CO History No change 5,295 873 0.01% 0.01% 912 0 0.0% Q2 2026 Jul 27, 2026
Falcon Wealth Planning History No change 5,313 872 0.06% 0.06% 913 0 0.0% Q2 2026 Jul 13, 2026
PENNEY FINANCIAL, LLC History No change 5,246 861 0.3% 0.3% 914 0 0.0% Q2 2026 Jul 22, 2026
Aprio Wealth Management, LLC History No change 5,235 859 0.04% 0.04% 915 0 0.0% Q2 2026 Jul 24, 2026
TOMPKINS FINANCIAL CORP History No change 5,160 858 0.06% 0.06% 916 0 0.0% Q3 2026 Oct 05, 2026
Regal Investment Advisors LLC History No change 5,227 858 0.04% 0.04% 917 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 5,217 856 0.03% 0.03% 918 0 0.0% Q2 2026 Jul 16, 2026
WealthBridge Capital Management, LLC History No change 5,112 839 0.17% 0.17% 919 0 0.0% Q2 2026 Jul 24, 2026
VeraBank, N.A. History No change 5,094 836 0.14% 0.14% 920 0 0.0% Q2 2026 Aug 05, 2026
KEB ASSET MANAGEMENT, LLC History No change 5,079 834 0.13% 0.13% 921 0 0.0% Q2 2026 Jul 14, 2026
KPP Advisory Services LLC History No change 5,079 834 0.11% 0.11% 922 0 0.0% Q2 2026 Jul 24, 2026
Mainsail Financial Group, LLC History No change 5,062 831 0.28% 0.28% 923 0 0.0% Q2 2026 Jul 15, 2026
Pettinga Financial Advisors LLC History No change 5,042 828 0.13% 0.13% 924 0 0.0% Q2 2026 Jul 09, 2026
QUARRY HILL ADVISORS, LLC History No change 5,041 828 0.32% 0.32% 925 0 0.0% Q2 2026 Jul 27, 2026
Sharp Wealth Advisory, LLC History No change 5,025 825 0.38% 0.38% 926 0 0.0% Q2 2026 Jul 24, 2026
1834 INVESTMENT ADVISORS CO History No change 4,995 820 0.09% 0.09% 927 0 0.0% Q2 2026 Jul 30, 2026
Forum Financial Management, LP History No change 4,998 820 0.01% 0.01% 928 0 0.0% Q2 2026 Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,978 817 0.06% 0.06% 929 0 0.0% Q2 2026 Jul 07, 2026
DAVENPORT & Co LLC History No change 4,972 816 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 13, 2026
Petros Family Wealth, LLC History No change 4,973 816 0.5% 0.5% 931 0 0.0% Q2 2026 Jul 27, 2026
TrustWell Financial Advisors, LLC History No change 4,949 812 0.69% 0.69% 932 0 0.0% Q2 2026 Jul 22, 2026
Waldron Private Wealth LLC History No change 4,937 811 0.03% 0.03% 933 0 0.0% Q2 2026 Jul 20, 2026
Florida Trust Wealth Management Co History No change 4,932 810 0.02% 0.02% 934 0 0.0% Q2 2026 Jul 27, 2026
POWER WEALTH MANAGEMENT LLC History No change 4,905 805 0.28% 0.28% 935 0 0.0% Q2 2026 Aug 03, 2026
POINCIANA ADVISORS GROUP, LLC History No change 4,903 805 0.6% 0.6% 936 0 0.0% Q2 2026 Jul 28, 2026
Align Financial, LLC History No change 4,880 801 0.4% 0.4% 937 0 0.0% Q2 2026 Jul 27, 2026
Opus Financial Solutions LLC History No change 4,870 799 0.64% 0.64% 938 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Financial Group, LLC History No change 4,850 796 0.25% 0.25% 939 0 0.0% Q3 2026 Oct 06, 2026
Cadent Capital Advisors, LLC History No change 4,839 794 0.16% 0.16% 940 0 0.0% Q2 2026 Jul 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 4,803 789 0.06% 0.06% 941 0 0.0% Q2 2026 Jul 16, 2026
FSM Wealth Advisors, LLC History No change 4,802 788 0.08% 0.08% 942 0 0.0% Q2 2026 Jul 15, 2026
Arista Wealth Management, LLC History No change 4,796 787 0.08% 0.08% 943 0 0.0% Q2 2026 Jul 08, 2026
Brookwood Investment Group LLC History No change 4,787 786 0.09% 0.09% 944 0 0.0% Q2 2026 Jul 23, 2026
Adams Wealth Management History No change 4,760 781 0.15% 0.15% 945 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 4,760 781 0.13% 0.13% 946 0 0.0% Q2 2026 Aug 11, 2026
River Street Advisors LLC History No change 4,746 779 0.23% 0.23% 947 0 0.0% Q2 2026 Jul 21, 2026
Wealth Alliance Advisory Group, LLC History No change 4,740 778 0.11% 0.11% 948 0 0.0% Q2 2026 Jul 23, 2026
Arta Finance Wealth Management LLC History No change 4,735 777 0.33% 0.33% 949 0 0.0% Q2 2026 Aug 13, 2026
Madden Advisory Services, Inc. History No change 4,730 776 0.28% 0.28% 950 0 0.0% Q2 2026 Aug 04, 2026
ForthRight Wealth Management, LLC History No change 4,669 766 0.2% 0.2% 951 0 0.0% Q2 2026 Aug 07, 2026
Strategies Wealth Advisors, LLC History No change 4,667 766 0.07% 0.07% 952 0 0.0% Q2 2026 Aug 14, 2026
AWM CAPITAL, LLC History No change 4,660 765 0.06% 0.06% 953 0 0.0% Q2 2026 Jul 31, 2026
Tarbox Family Office, Inc. History No change 4,656 764 0.11% 0.11% 954 0 0.0% Q2 2026 Aug 03, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,643 762 0.09% 0.09% 955 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Partners LLC History No change 4,627 760 0.18% 0.18% 956 0 0.0% Q2 2026 Aug 05, 2026
Financial Alternatives, Inc History No change 4,610 757 0.37% 0.37% 957 0 0.0% Q2 2026 Aug 10, 2026
CFO4Life Group, LLC History No change 4,600 755 0.1% 0.1% 958 0 0.0% Q2 2026 Aug 12, 2026
APS Management Group, Inc. History No change 4,578 752 0.58% 0.58% 959 0 0.0% Q2 2026 Jul 10, 2026
Eaton-Cambridge Inc. History No change 4,565 749 0.21% 0.21% 960 0 0.0% Q2 2026 Jul 23, 2026
Birchcreek Wealth Management, LLC History No change 4,554 748 0.29% 0.29% 961 0 0.0% Q2 2026 Aug 06, 2026
WEST BANCORPORATION INC History No change 4,513 741 0.32% 0.32% 962 0 0.0% Q2 2026 Jul 23, 2026
Northstar Advisory Group, LLC History No change 4,516 741 0.23% 0.23% 963 0 0.0% Q2 2026 Jul 14, 2026
Noble Wealth Partners LLC History No change 4,515 741 0.64% 0.64% 964 0 0.0% Q2 2026 Jul 24, 2026
AIRE ADVISORS, LLC History No change 4,474 734 0.12% 0.12% 965 0 0.0% Q2 2026 Aug 14, 2026
Goldenstone Wealth Management LLC History No change 4,473 734 0.48% 0.48% 966 0 0.0% Q2 2026 Aug 05, 2026
CoreCap Advisors, LLC History Added to 4,408 732 0.02% 0.02% 967 +1 0.02% Q3 2026 Oct 08, 2026
Cambria Investment Management, L.P. History No change 4,440 729 0.04% 0.04% 968 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 4,376 727 0.02% 0.03% 969 +134 3.16% Q3 2026 Oct 08, 2026
GERMAN AMERICAN BANCORP, INC. History No change 4,420 726 0.05% 0.05% 970 0 0.0% Q2 2026 Aug 06, 2026
Next Level Private LLC History No change 4,423 726 0.14% 0.14% 971 0 0.0% Q2 2026 Jul 09, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,380 719 0.02% 0.02% 972 0 0.0% Q2 2026 Jul 14, 2026
Zullo Investment Group, Inc. History No change 4,360 716 0.24% 0.24% 973 0 0.0% Q2 2026 Jul 31, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 4,357 715 0.34% 0.34% 974 0 0.0% Q2 2026 Aug 13, 2026
GUIDANCE CAPITAL, INC History No change 4,338 714 0.15% 0.15% 975 0 0.0% Q2 2026 Jul 20, 2026
Marble Wealth, LLC History No change 4,343 713 0.11% 0.11% 976 0 0.0% Q2 2026 Aug 07, 2026
Integrity Advisory Solutions, LLC History No change 4,322 710 0.07% 0.07% 977 0 0.0% Q2 2026 Jul 31, 2026
C M BIDWELL & ASSOCIATES LTD History No change 4,318 709 0.29% 0.29% 978 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 4,303 707 0.01% 0.01% 979 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 4,284 703 0.06% 0.06% 980 0 0.0% Q2 2026 Jul 22, 2026
Nemes Rush Group LLC History No change 4,274 702 0.06% 0.06% 981 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 4,215 700 0.2% 0.21% 982 +6 0.14% Q3 2026 Oct 07, 2026
Waterloo Capital, L.P. History No change 4,231 695 0.04% 0.04% 983 0 0.0% Q2 2026 Jul 29, 2026
BANTAMAC CAPITAL, LLC History No change 4,214 692 0.35% 0.35% 984 0 0.0% Q2 2026 Aug 10, 2026
First Fiduciary Investment Counsel, Inc. History No change 4,208 691 0.13% 0.13% 985 0 0.0% Q2 2026 Jul 27, 2026
Mallini Complete Financial Planning LLC History No change 4,157 691 0.48% 0.49% 986 0 0.0% Q3 2026 Oct 06, 2026
Arlington Trust Co LLC History No change 4,201 690 0.06% 0.06% 987 0 0.0% Q2 2026 Jul 07, 2026
Clear Point Advisors Inc. History No change 4,203 690 0.61% 0.61% 988 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 4,199 689 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History No change 4,181 686 0.05% 0.05% 990 0 0.0% Q2 2026 Jul 16, 2026
Plante Moran Financial Advisors, LLC History No change 4,165 684 0.03% 0.03% 991 0 0.0% Q2 2026 Aug 06, 2026
VERITY Wealth Advisors History No change 4,165 684 0.41% 0.41% 992 0 0.0% Q2 2026 Jul 16, 2026
TCI Wealth Advisors, Inc. History No change 4,159 683 0.03% 0.03% 993 0 0.0% Q2 2026 Jul 29, 2026
Exit Wealth Advisors, LLC. History No change 4,161 683 0.31% 0.31% 994 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation & Management Company, LLC History No change 4,143 681 0.22% 0.22% 995 0 0.0% Q2 2026 Jul 15, 2026
Sharkey, Howes & Javer History No change 4,148 681 0.08% 0.08% 996 0 0.0% Q2 2026 Jul 09, 2026
Integras Partners LLC History No change 4,142 680 0.38% 0.38% 997 0 0.0% Q2 2026 Jul 24, 2026
William Howard & Co Financial Advisors Inc History No change 4,139 679 0.53% 0.53% 998 0 0.0% Q2 2026 Jul 09, 2026
GEN Financial Management, INC. History No change 4,137 679 0.41% 0.41% 999 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 4,112 675 0.05% 0.05% 1000 0 0.0% Q2 2026 Aug 14, 2026
IFC Advisors LLC History No change 4,115 675 0.09% 0.09% 1001 0 0.0% Q2 2026 Aug 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 4,106 674 0.1% 0.1% 1002 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC History Added to 4,032 670 0.05% 0.05% 1004 +20 0.5% Q3 2026 Oct 01, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 4,076 670 0.01% 0.01% 1003 0 0.0% Q2 2026 Aug 14, 2026
Capital Group Private Client Services, Inc. History No change 4,075 669 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 4,071 668 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 14, 2026
Magnolia Private Wealth, LLC History No change 4,071 668 0.37% 0.37% 1007 0 0.0% Q2 2026 Aug 05, 2026
Ayrshire Capital Management LLC History No change 4,029 661 0.31% 0.31% 1008 0 0.0% Q2 2026 Jul 14, 2026
FIRST MANHATTAN CO. LLC. History No change 4,002 657 0.0% 0.0% 1009 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 4,004 657 0.08% 0.08% 1010 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning, LLC History No change 4,002 657 0.15% 0.15% 1011 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Management LLC History No change 4,000 657 0.53% 0.53% 1012 0 0.0% Q2 2026 Aug 28, 2026
Strategic Financial Services, Inc. History No change 3,988 655 0.03% 0.03% 1013 0 0.0% Q2 2026 Aug 24, 2026
SFMG, LLC History No change 3,948 648 0.04% 0.04% 1014 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,944 647 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 17, 2026
Trinity Financial Advisors LLC History No change 3,941 647 0.17% 0.17% 1016 0 0.0% Q2 2026 Jul 06, 2026
EQ LLC History No change 3,933 646 0.16% 0.16% 1017 0 0.0% Q2 2026 Jul 23, 2026
KICKSTAND VENTURES, LLC. History No change 3,938 646 0.12% 0.12% 1018 0 0.0% Q2 2026 Jul 30, 2026
PW Nova Financial Services LLC History No change 3,933 646 0.14% 0.14% 1019 0 0.0% Q2 2026 Jul 29, 2026
Stone Summit Wealth LLC History No change 3,915 643 0.16% 0.16% 1020 0 0.0% Q2 2026 Jul 23, 2026
GC Wealth Management RIA, LLC History No change 3,915 643 0.04% 0.04% 1021 0 0.0% Q2 2026 Jul 16, 2026
Cooke Wealth Management, LLC History No change 3,910 642 0.53% 0.53% 1022 0 0.0% Q2 2026 Jul 16, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 3,888 638 0.1% 0.1% 1023 0 0.0% Q2 2026 Aug 07, 2026
NTV ASSET MANAGEMENT LLC History No change 3,880 637 0.06% 0.06% 1024 0 0.0% Q2 2026 Aug 05, 2026
Frisch Financial Group, Inc. History No change 3,873 636 0.11% 0.11% 1025 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds Capital Management, LLC History No change 3,847 631 0.11% 0.11% 1026 0 0.0% Q2 2026 Jul 23, 2026
Milestone Asset Management Group, LLC History No change 3,847 631 0.32% 0.32% 1027 0 0.0% Q2 2026 Jul 30, 2026
PINNACLE ASSOCIATES LTD History No change 3,838 630 0.01% 0.01% 1028 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Capital Partners, LLC History No change 3,828 628 0.26% 0.26% 1029 0 0.0% Q2 2026 Jul 09, 2026
Farnam Financial LLC History No change 3,823 628 0.46% 0.46% 1030 0 0.0% Q2 2026 Jul 22, 2026
Atomic Invest LLC History No change 3,853 628 0.06% 0.06% 1031 0 0.0% Q2 2026 Sep 25, 2026
Confluence Wealth Services, Inc. History No change 3,814 626 0.02% 0.02% 1032 0 0.0% Q2 2026 Jul 22, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,809 625 0.14% 0.14% 1033 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 3,800 624 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 3,801 624 0.04% 0.04% 1035 0 0.0% Q2 2026 Jul 13, 2026
Canandaigua National Trust Co of Florida History New 3,748 623 0.34% — 1037 +3,748 New Q3 2026 Oct 07, 2026
CULLEN INVESTMENT GROUP, LTD. History No change 3,793 623 0.08% 0.08% 1036 0 0.0% Q2 2026 Jul 09, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 3,791 622 0.18% 0.18% 1038 0 0.0% Q2 2026 Aug 07, 2026
Rossmore Private Capital History No change 3,775 620 0.05% 0.05% 1039 0 0.0% Q2 2026 Jul 31, 2026
Cordant, Inc. History No change 3,773 619 0.22% 0.22% 1040 0 0.0% Q2 2026 Jul 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 3,763 618 0.21% 0.21% 1041 0 0.0% Q2 2026 Jul 23, 2026
Solidarity Wealth, LLC History No change 3,754 616 0.11% 0.11% 1042 0 0.0% Q2 2026 Jul 31, 2026
Comprehensive Financial Planning, Inc./PA History No change 3,754 616 0.33% 0.33% 1043 0 0.0% Q2 2026 Aug 10, 2026
Aureus Asset Management, LLC History No change 3,716 610 0.04% 0.04% 1044 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,714 610 0.08% 0.08% 1045 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,712 609 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 12, 2026
UNIVEST FINANCIAL Corp History No change 3,693 606 0.03% 0.03% 1047 0 0.0% Q2 2026 Aug 07, 2026
CULBERTSON A N & CO INC History No change 3,695 606 0.07% 0.07% 1048 0 0.0% Q2 2026 Jul 29, 2026
Sovran Advisors, LLC History No change 3,715 603 0.04% 0.04% 1049 0 0.0% Q2 2026 Jul 29, 2026
Financial Strategies Group, Inc. History No change 3,673 602 0.1% 0.1% 1050 0 0.0% Q2 2026 Aug 10, 2026
McNaughton Wealth Management, LLC History No change 3,662 601 0.21% 0.21% 1051 0 0.0% Q2 2026 Jul 07, 2026
Carl P. Sherr & Co., LLC History No change 3,659 601 0.25% 0.25% 1052 0 0.0% Q2 2026 Jul 31, 2026
JT Stratford LLC History No change 3,657 600 0.07% 0.07% 1053 0 0.0% Q2 2026 Aug 14, 2026
Harbor Group, Inc. History No change 3,650 599 0.07% 0.07% 1054 0 0.0% Q2 2026 Jul 22, 2026
CX Institutional History Reduced 3,579 595 0.02% 0.02% 1055 -326 -8.35% Q3 2026 Oct 02, 2026
JMG Financial Group, Ltd. History No change 3,608 592 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 31, 2026
Piedmont Capital Management, LLC/NC History No change 3,591 589 0.36% 0.36% 1057 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 3,583 588 0.04% 0.04% 1058 0 0.0% Q2 2026 Jul 23, 2026
Laurel Wealth Advisors LLC History No change 3,580 588 0.06% 0.06% 1059 0 0.0% Q2 2026 Jul 17, 2026
Cassaday & Co Wealth Management LLC History No change 3,584 588 0.01% 0.01% 1060 0 0.0% Q2 2026 Aug 10, 2026
Genesis Wealth Advisors, LLC History No change 3,564 585 0.35% 0.35% 1061 0 0.0% Q2 2026 Aug 07, 2026
Financial Freedom, LLC History No change 3,523 578 0.27% 0.27% 1062 0 0.0% Q2 2026 Aug 05, 2026
LPWM LLC History No change 3,509 576 0.13% 0.13% 1063 0 0.0% Q2 2026 Jul 24, 2026
Latitude Advisors, LLC History No change 3,507 576 0.23% 0.23% 1064 0 0.0% Q2 2026 Jul 27, 2026
KKM Financial LLC History No change 3,510 576 0.08% 0.08% 1065 0 0.0% Q2 2026 Aug 14, 2026
Avid Wealth Partners LLC History No change 3,498 574 0.28% 0.28% 1066 0 0.0% Q2 2026 Aug 03, 2026
YANKCOM Partnership History No change 3,500 574 0.21% 0.21% 1067 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 3,488 573 0.04% 0.04% 1068 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 3,471 570 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 3,469 569 0.01% 0.01% 1070 0 0.0% Q2 2026 Aug 13, 2026
Onyx Bridge Wealth Group LLC History No change 3,468 569 0.05% 0.05% 1071 0 0.0% Q2 2026 Jul 23, 2026
PCM Encore, LLC History No change 3,459 568 0.1% 0.1% 1072 0 0.0% Q2 2026 Aug 11, 2026
PGIM Custom Harvest LLC History No change 3,452 567 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 3,451 566 0.05% 0.05% 1074 0 0.0% Q2 2026 Jul 29, 2026
Fragasso Financial Advisors Inc History No change 3,422 562 0.03% 0.03% 1075 0 0.0% Q2 2026 Jul 09, 2026
W.H. Cornerstone Investments Inc. History No change 3,418 561 0.32% 0.32% 1076 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 3,421 561 0.07% 0.07% 1077 0 0.0% Q2 2026 Aug 11, 2026
AMG National Trust Bank History No change 3,409 559 0.01% 0.01% 1078 0 0.0% Q2 2026 Aug 06, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,404 559 0.06% 0.06% 1079 0 0.0% Q2 2026 Jul 28, 2026
MKD WEALTH COACHES, LLC History No change 3,394 557 0.48% 0.48% 1080 0 0.0% Q2 2026 Jul 14, 2026
AF Advisors, Inc. History No change 3,379 555 0.27% 0.27% 1081 0 0.0% Q2 2026 Jul 31, 2026
Sunpointe, LLC History No change 3,366 552 0.16% 0.16% 1082 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, Inc. History No change 3,357 551 0.02% 0.02% 1083 0 0.0% Q2 2026 Aug 10, 2026
LAWOOD & CO History No change 3,359 551 0.37% 0.37% 1084 0 0.0% Q2 2026 Jul 13, 2026
Salomon & Ludwin, LLC History No change 3,351 549 0.05% 0.05% 1085 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 3,338 548 0.03% 0.03% 1086 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,334 547 0.03% 0.03% 1087 0 0.0% Q2 2026 Aug 06, 2026
Level Financial Advisors History No change 3,318 544 0.12% 0.12% 1088 0 0.0% Q2 2026 Jul 15, 2026
Wallace Capital Management Inc. History No change 3,300 542 0.06% 0.06% 1089 0 0.0% Q2 2026 Aug 14, 2026
National Wealth Management Group, LLC History No change 3,292 540 0.17% 0.17% 1090 0 0.0% Q2 2026 Jul 14, 2026
HHM Wealth Advisors, LLC History No change 3,277 538 0.05% 0.05% 1091 0 0.0% Q2 2026 Jul 13, 2026
Marietta Wealth Management, LLC History No change 3,245 533 0.05% 0.05% 1092 0 0.0% Q2 2026 Aug 03, 2026
MJP ASSOCIATES INC /ADV History No change 3,239 532 0.06% 0.06% 1093 0 0.0% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History No change 3,240 532 0.1% 0.1% 1094 0 0.0% Q2 2026 Jul 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 3,232 530 0.05% 0.05% 1095 0 0.0% Q2 2026 Jul 27, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 3,224 529 0.03% 0.03% 1096 0 0.0% Q2 2026 Jul 21, 2026
Hopwood Nicholas Hunter History No change 3,216 528 0.14% 0.14% 1097 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,701 527 0.07% 0.07% 1098 0 0.0% Q2 2026 Aug 05, 2026
Echo45 Advisors LLC History Reduced 3,158 525 0.24% 0.29% 1099 -251 -7.36% Q3 2026 Oct 07, 2026
Townsend Financial Planning, LLC History No change 3,197 525 0.46% 0.46% 1100 0 0.0% Q2 2026 Aug 06, 2026
RIK SAYLOR FINANCIAL, INC. History No change 3,179 522 0.35% 0.35% 1101 0 0.0% Q2 2026 Aug 05, 2026
TritonPoint Partners, LLC History No change 3,179 522 0.04% 0.04% 1102 0 0.0% Q2 2026 Aug 13, 2026
ONE Advisory Partners, LLC History No change 3,151 517 0.14% 0.14% 1103 0 0.0% Q2 2026 Jul 21, 2026
PUREfi Wealth, LLC History No change 3,118 512 0.28% 0.28% 1104 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 3,107 510 0.09% 0.09% 1105 0 0.0% Q2 2026 Jul 31, 2026
Powerhouse Assets LLC History No change 3,103 509 0.41% 0.41% 1106 0 0.0% Q2 2026 Jul 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 3,100 509 0.08% 0.08% 1107 0 0.0% Q2 2026 Jul 27, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 3,057 508 0.1% 0.09% 1108 +448 17.17% Q3 2026 Oct 05, 2026
Strait & Sound Wealth Management LLC History No change 3,094 508 0.18% 0.18% 1109 0 0.0% Q2 2026 Aug 17, 2026
McGuire Investment Group, LLC History No change 3,071 504 0.04% 0.04% 1110 0 0.0% Q2 2026 Jul 27, 2026
VICUS CAPITAL History No change 3,057 502 0.03% 0.03% 1111 0 0.0% Q2 2026 Aug 05, 2026
Wellspring Financial Advisors, LLC History No change 3,059 502 0.03% 0.03% 1112 0 0.0% Q2 2026 Jul 20, 2026
CADINHA & CO LLC History No change 3,051 501 0.07% 0.07% 1113 0 0.0% Q2 2026 Jul 28, 2026
Pioneer Wealth Management Group History No change 3,055 501 0.12% 0.12% 1114 0 0.0% Q2 2026 Jul 07, 2026
Bauman Advisory Group, LLC History No change 3,052 501 0.27% 0.27% 1115 0 0.0% Q2 2026 Aug 04, 2026
Inscription Capital, LLC History No change 3,046 500 0.04% 0.04% 1116 0 0.0% Q2 2026 Aug 13, 2026
PURSUE WEALTH PARTNERS LLC History No change 3,045 500 0.28% 0.28% 1117 0 0.0% Q2 2026 Aug 07, 2026
Warren Street Wealth Advisors, LLC History No change 3,043 499 0.11% 0.11% 1118 0 0.0% Q2 2026 Jul 22, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,033 498 0.01% 0.01% 1119 0 0.0% Q2 2026 Jul 15, 2026
Radnor Capital Management, LLC History No change 3,011 494 0.07% 0.07% 1120 0 0.0% Q2 2026 Jul 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,980 489 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 23, 2026
Live Oak Private Wealth LLC History No change 2,955 485 0.06% 0.06% 1122 0 0.0% Q2 2026 Jul 20, 2026
Woodward Financial Advisors, Inc. History No change 2,953 485 0.16% 0.16% 1123 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 2,935 482 0.19% 0.19% 1124 0 0.0% Q2 2026 Aug 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,924 480 0.09% 0.09% 1125 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,921 479 0.03% 0.03% 1126 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 2,915 478 0.1% 0.1% 1127 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 2,901 476 0.0% 0.0% 1128 0 0.0% Q2 2026 Aug 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 2,897 475 0.07% 0.07% 1129 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 2,887 474 0.01% 0.01% 1130 0 0.0% Q2 2026 Jul 17, 2026
VISTA CAPITAL PARTNERS, INC. History No change 2,888 474 0.04% 0.04% 1131 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,881 473 0.04% 0.04% 1132 0 0.0% Q2 2026 Jul 16, 2026
SELDON CAPITAL LP History No change 2,876 472 0.15% 0.15% 1133 0 0.0% Q2 2026 Aug 14, 2026
W ADVISORS, LLC History No change 2,878 472 0.21% 0.21% 1134 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Management History No change 2,862 470 0.5% 0.5% 1135 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 2,858 469 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 13, 2026
Great Waters Wealth Management History No change 2,822 469 0.04% 0.04% 1137 0 0.0% Q3 2026 Oct 07, 2026
Heartwood Wealth Advisors LLC History No change 2,809 467 0.04% 0.04% 1138 0 0.0% Q3 2026 Oct 05, 2026
Carbahal Olsen Financial Services Group, LLC History No change 2,831 465 0.32% 0.32% 1139 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 2,826 464 0.01% 0.01% 1140 0 0.0% Q2 2026 Jul 30, 2026
Simplicity Wealth,LLC History No change 2,824 463 0.02% 0.02% 1141 0 0.0% Q2 2026 Aug 06, 2026
Alaethes Wealth, LLC History No change 2,805 460 0.13% 0.13% 1142 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds, LLC. History No change 54,209 459 0.1% 0.1% 1143 0 0.0% Q2 2026 Aug 14, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 2,790 458 0.05% 0.05% 1144 0 0.0% Q2 2026 Aug 12, 2026
Greenhouse Wealth Management, LLC History No change 2,777 456 0.32% 0.32% 1145 0 0.0% Q2 2026 Aug 06, 2026
Indiana Trust & Investment Management Co History No change 2,758 453 0.12% 0.12% 1146 0 0.0% Q2 2026 Jul 22, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 2,760 453 0.14% 0.14% 1147 0 0.0% Q2 2026 Jul 28, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 2,750 451 0.05% 0.05% 1148 0 0.0% Q2 2026 Jul 24, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,742 450 0.08% 0.08% 1149 0 0.0% Q2 2026 Jul 21, 2026
DecisionMap Wealth Management, LLC History No change 2,738 449 0.25% 0.25% 1150 0 0.0% Q2 2026 Jul 21, 2026
KLINGENSTEIN FIELDS & CO LP History No change 2,727 447 0.02% 0.02% 1151 0 0.0% Q2 2026 Aug 05, 2026
Capstone Wealth Management, LLC History No change 2,717 446 0.21% 0.21% 1152 0 0.0% Q2 2026 Jul 23, 2026
Financial Symmetry Inc History Added to 2,672 444 0.14% 0.15% 1153 +6 0.23% Q3 2026 Oct 06, 2026
Darden Wealth Group Inc History No change 2,702 443 0.18% 0.18% 1154 0 0.0% Q2 2026 Aug 06, 2026
Sincerus Advisory, LLC History No change 2,701 443 0.3% 0.3% 1155 0 0.0% Q2 2026 Jul 06, 2026
Transamerica Financial Advisors, LLC History No change 2,696 442 0.04% 0.04% 1156 0 0.0% Q2 2026 Aug 14, 2026
Sensible Money, LLC History No change 2,672 438 0.12% 0.12% 1157 0 0.0% Q2 2026 Jul 30, 2026
Schiavi & Co LLC History No change 2,666 437 0.12% 0.12% 1158 0 0.0% Q2 2026 Aug 10, 2026
Compton Financial Group, LLC History No change 2,645 434 0.08% 0.08% 1159 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 2,630 431 0.03% 0.03% 1160 0 0.0% Q2 2026 Aug 14, 2026
OLIO Financial Planning History No change 2,624 431 0.11% 0.11% 1161 0 0.0% Q2 2026 Jul 17, 2026
BAM Wealth Management, LLC History No change 2,629 431 0.27% 0.27% 1162 0 0.0% Q2 2026 Jul 14, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,628 431 0.06% 0.06% 1163 0 0.0% Q2 2026 Aug 14, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 2,620 430 0.19% 0.19% 1164 0 0.0% Q2 2026 Jul 09, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,619 430 0.07% 0.07% 1165 0 0.0% Q2 2026 Jul 14, 2026
Oath Planning, LLC History No change 2,619 430 0.32% 0.32% 1166 0 0.0% Q2 2026 Jul 24, 2026
Douglass Winthrop Advisors, LLC History No change 2,605 427 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 13, 2026
Integris Wealth Management, LLC History No change 2,604 427 0.09% 0.09% 1168 0 0.0% Q2 2026 Jul 10, 2026
InTrack Investment Management Inc History No change 2,600 427 0.21% 0.21% 1169 0 0.0% Q2 2026 Jul 17, 2026
DAVIDSON TRUST CO History No change 2,593 425 0.17% 0.17% 1170 0 0.0% Q2 2026 Jul 29, 2026
Northstar Group, Inc. History No change 2,588 425 0.05% 0.05% 1171 0 0.0% Q2 2026 Aug 03, 2026
Shepherd Financial Partners LLC History No change 2,590 425 0.03% 0.03% 1172 0 0.0% Q2 2026 Aug 10, 2026
Compass Wealth Management LLC History No change 2,569 422 0.08% 0.08% 1173 0 0.0% Q2 2026 Aug 07, 2026
NovaPoint Capital, LLC History No change 2,568 421 0.09% 0.09% 1174 0 0.0% Q2 2026 Aug 06, 2026
Sachetta, LLC History No change 2,568 421 0.2% 0.2% 1175 0 0.0% Q2 2026 Jul 15, 2026
BARRETT & COMPANY, INC. History No change 2,541 417 0.12% 0.12% 1176 0 0.0% Q2 2026 Jul 24, 2026
A4 Wealth Advisors LLC History No change 2,539 417 0.28% 0.28% 1177 0 0.0% Q2 2026 Jul 28, 2026
ENTRUST FINANCIAL LLC History No change 2,544 417 0.27% 0.27% 1178 0 0.0% Q2 2026 Jul 20, 2026
Ruggiero Investments, Inc. History No change 2,543 417 0.35% 0.35% 1179 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 2,537 416 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 2,536 416 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 24, 2026
Old Mission Investment Co LLC History No change 2,532 415 0.09% 0.09% 1182 0 0.0% Q2 2026 Aug 14, 2026
Five Oceans Advisors History No change 2,514 413 0.13% 0.13% 1183 0 0.0% Q2 2026 Jul 15, 2026
Root Financial Partners, LLC History No change 2,519 413 0.02% 0.02% 1184 0 0.0% Q2 2026 Jul 29, 2026
Shira Ridge Wealth Management History No change 2,505 411 0.14% 0.14% 1185 0 0.0% Q2 2026 Jul 09, 2026
PENN DAVIS MCFARLAND INC History No change 2,500 410 0.04% 0.04% 1186 0 0.0% Q2 2026 Jul 15, 2026
Ascent Wealth Partners, LLC History No change 2,493 409 0.04% 0.04% 1187 0 0.0% Q2 2026 Jul 31, 2026
PFW Advisors LLC History No change 2,465 409 0.12% 0.12% 1188 0 0.0% Q3 2026 Oct 07, 2026
Gradient Investments LLC History Added to 2,453 407 0.01% 0.01% 1189 +3 0.12% Q3 2026 Oct 08, 2026
Sound View Wealth Advisors Group, LLC History No change 2,482 407 0.03% 0.03% 1190 0 0.0% Q2 2026 Aug 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 2,478 407 0.1% 0.1% 1191 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 2,476 406 0.03% 0.03% 1192 0 0.0% Q2 2026 Jul 21, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 2,474 406 0.05% 0.05% 1193 0 0.0% Q2 2026 Jul 09, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 2,474 406 0.23% 0.23% 1194 0 0.0% Q2 2026 Aug 05, 2026
Tidemark, LLC History No change 2,458 403 0.09% 0.09% 1195 0 0.0% Q2 2026 Aug 10, 2026
Cedarwood Wealth LLC History No change 2,452 402 0.3% 0.3% 1196 0 0.0% Q2 2026 Jul 23, 2026
CRA Financial Services, LLC History No change 2,434 399 0.05% 0.05% 1197 0 0.0% Q2 2026 Jul 24, 2026
Gutierrez Wealth Advisory, LLC History No change 2,430 399 0.23% 0.23% 1198 0 0.0% Q2 2026 Aug 03, 2026
Castle Rock Wealth Management, LLC History No change 2,428 398 0.08% 0.08% 1199 0 0.0% Q2 2026 Jul 07, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 2,421 397 0.34% 0.34% 1200 0 0.0% Q2 2026 Aug 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,412 396 0.02% 0.02% 1201 0 0.0% Q2 2026 Jul 21, 2026
ARS Investment Partners, LLC History No change 2,409 395 0.02% 0.02% 1202 0 0.0% Q2 2026 Jul 09, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 2,407 395 0.08% 0.08% 1203 0 0.0% Q2 2026 Aug 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 2,400 394 0.05% 0.05% 1204 0 0.0% Q2 2026 Jul 20, 2026
Carter Financial Group, INC. History No change 2,402 394 0.2% 0.2% 1205 0 0.0% Q2 2026 Jul 30, 2026
Tortuga Wealth Management, Inc History No change 2,396 393 0.3% 0.3% 1206 0 0.0% Q2 2026 Jul 30, 2026
Burk Holdings LLC History No change 2,382 391 0.14% 0.14% 1207 0 0.0% Q2 2026 Aug 12, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 2,374 390 0.12% 0.12% 1208 0 0.0% Q2 2026 Jul 21, 2026
Nadler Financial Group, Inc. History No change 2,372 389 0.03% 0.03% 1209 0 0.0% Q2 2026 Jul 29, 2026
Garde Capital, Inc. History No change 2,366 388 0.02% 0.02% 1210 0 0.0% Q2 2026 Jul 31, 2026
Ruggaard & Associates LLC History No change 2,367 388 0.14% 0.14% 1211 0 0.0% Q2 2026 Aug 17, 2026
Mengis Capital Management, Inc. History No change 2,358 387 0.06% 0.06% 1212 0 0.0% Q2 2026 Jul 28, 2026
Cauble & Harre Wealth Management, Inc. History No change 2,360 387 0.31% 0.31% 1213 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,350 386 0.12% 0.12% 1214 0 0.0% Q2 2026 Jul 16, 2026
WEALTHGARDEN F.S. LLC History No change 2,352 386 0.22% 0.22% 1215 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL SINKLER & STARR/PA History No change 2,345 385 0.16% 0.16% 1216 0 0.0% Q2 2026 Jul 21, 2026
APPLETON PARTNERS INC/MA History No change 2,339 384 0.02% 0.02% 1217 0 0.0% Q2 2026 Jul 21, 2026
180 WEALTH ADVISORS, LLC History No change 2,339 384 0.04% 0.04% 1218 0 0.0% Q2 2026 Jul 07, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 2,338 384 0.16% 0.16% 1219 0 0.0% Q2 2026 Jul 14, 2026
Perennial Investment Advisors, LLC History No change 2,326 382 0.03% 0.03% 1220 0 0.0% Q2 2026 Aug 14, 2026
LM Advisors LLC History No change 2,328 382 0.04% 0.04% 1221 0 0.0% Q2 2026 Aug 12, 2026
Principia Wealth Advisory, LLC History No change 2,331 382 0.19% 0.19% 1222 0 0.0% Q2 2026 Aug 26, 2026
Occidental Asset Management, LLC History No change 2,321 381 0.04% 0.04% 1223 0 0.0% Q2 2026 Aug 07, 2026
Parcion Private Wealth LLC History No change 2,308 379 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 27, 2026
Selective Wealth Management, Inc. History No change 2,317 377 0.1% 0.1% 1225 0 0.0% Q2 2026 Jul 20, 2026
ELEMENT POINTE ADVISORS, LLC History No change 2,295 377 0.06% 0.06% 1226 0 0.0% Q2 2026 Aug 07, 2026
CV Advisors LLC History No change 2,294 376 0.07% 0.07% 1227 0 0.0% Q2 2026 Jul 21, 2026
MYECFO, LLC History No change 2,293 376 0.14% 0.14% 1228 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 2,282 374 0.07% 0.07% 1229 0 0.0% Q2 2026 Aug 06, 2026
Crew Capital Management, Ltd History No change 2,278 374 0.2% 0.2% 1230 0 0.0% Q2 2026 Aug 03, 2026
Williams Jones Wealth Management, LLC. History No change 2,275 373 0.0% 0.0% 1231 0 0.0% Q2 2026 Aug 05, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 2,277 373 0.19% 0.19% 1232 0 0.0% Q2 2026 Aug 11, 2026
Donalies Financial Planning, LLC History No change 2,271 372 0.27% 0.27% 1233 0 0.0% Q2 2026 Aug 06, 2026
WealthSpring Partners, LLC History No change 2,259 371 0.32% 0.32% 1234 0 0.0% Q2 2026 Aug 05, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 2,258 370 0.02% 0.02% 1235 0 0.0% Q2 2026 Aug 04, 2026
Heartland Bank & Trust Co History No change 2,247 369 0.08% 0.08% 1236 0 0.0% Q2 2026 Aug 11, 2026
SwitchPoint Financial Planning, LLC History No change 2,250 369 0.21% 0.21% 1237 0 0.0% Q2 2026 Aug 14, 2026
HT Partners LLC History No change 2,246 368 0.1% 0.1% 1238 0 0.0% Q2 2026 Jul 16, 2026
Wealth Quarterback LLC History No change 2,242 368 0.11% 0.11% 1239 0 0.0% Q2 2026 Jul 27, 2026
Old North State Trust, LLC History No change 2,237 367 0.19% 0.19% 1240 0 0.0% Q2 2026 Aug 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,232 366 0.04% 0.04% 1241 0 0.0% Q2 2026 Jul 16, 2026
Conservest Capital Advisors, Inc. History No change 2,229 366 0.03% 0.03% 1242 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 2,232 366 0.01% 0.01% 1243 0 0.0% Q2 2026 Jul 02, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,234 366 0.03% 0.03% 1244 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 2,225 365 0.04% 0.04% 1245 0 0.0% Q2 2026 Jul 30, 2026
Everstar Asset Management, LLC History No change 2,222 365 0.18% 0.18% 1246 0 0.0% Q2 2026 Aug 03, 2026
HEADINVEST, LLC History No change 2,210 363 0.07% 0.07% 1247 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 2,213 363 0.01% 0.01% 1248 0 0.0% Q2 2026 Jul 14, 2026
PROFFITT & GOODSON INC History No change 2,206 362 0.05% 0.05% 1249 0 0.0% Q2 2026 Jul 22, 2026
G&S Capital LLC History No change 2,207 362 0.1% 0.1% 1250 0 0.0% Q2 2026 Jul 10, 2026
Hardin Capital Partners, LLC History No change 2,206 362 0.17% 0.17% 1251 0 0.0% Q2 2026 Jul 07, 2026
Grove Street Fiduciary, LLC History No change 2,206 362 0.15% 0.15% 1252 0 0.0% Q2 2026 Jul 23, 2026
Francis Financial, Inc. History No change 2,199 361 0.06% 0.06% 1253 0 0.0% Q2 2026 Aug 10, 2026
TrustBank History No change 2,202 361 0.12% 0.12% 1254 0 0.0% Q2 2026 Jul 20, 2026
Tyche Wealth Partners LLC History No change 2,185 358 0.05% 0.05% 1255 0 0.0% Q2 2026 Aug 06, 2026
RKL Wealth Management LLC History No change 2,171 356 0.03% 0.03% 1256 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, LLC History No change 2,170 356 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 06, 2026
WFA of San Diego, LLC History No change 2,080 355 0.29% 0.29% 1258 0 0.0% Q2 2026 Aug 14, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,152 353 0.09% 0.09% 1259 0 0.0% Q2 2026 Aug 07, 2026
Riverview Trust Co History No change 2,154 353 0.42% 0.42% 1260 0 0.0% Q2 2026 Jul 31, 2026
Silver Grove Financial Group, Inc. History No change 2,147 352 0.19% 0.19% 1261 0 0.0% Q2 2026 Aug 13, 2026
Texas Yale Capital Corp. History No change 2,141 351 0.01% 0.01% 1262 0 0.0% Q2 2026 Aug 12, 2026
Mason Investment Advisory Services, Inc. History No change 2,138 351 0.01% 0.01% 1263 0 0.0% Q2 2026 Aug 13, 2026
Mason & Associates Inc History No change 2,127 349 0.06% 0.06% 1264 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 2,106 345 0.02% 0.02% 1265 0 0.0% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 2,099 344 0.02% 0.02% 1266 0 0.0% Q2 2026 Jul 28, 2026
Hibernia Wealth Partners, LLC History No change 2,095 344 0.19% 0.19% 1267 0 0.0% Q2 2026 Jul 23, 2026
Jacksonville Wealth Management, LLC History No change 2,083 342 0.19% 0.19% 1268 0 0.0% Q2 2026 Aug 04, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,081 341 0.02% 0.02% 1269 0 0.0% Q2 2026 Jul 28, 2026
SkyOak Wealth, LLC History No change 2,079 341 0.06% 0.06% 1270 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 2,073 340 0.03% 0.03% 1271 0 0.0% Q2 2026 Aug 06, 2026
Mission Creek Capital Partners, Inc. History No change 2,066 339 0.06% 0.06% 1272 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 2,082 339 0.05% 0.05% 1273 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 2,048 336 0.06% 0.06% 1274 0 0.0% Q2 2026 Aug 14, 2026
Lantz Financial LLC History No change 2,040 335 0.06% 0.06% 1275 0 0.0% Q2 2026 Jul 09, 2026
Daybright Advisory Services, Inc. History No change 2,049 335 0.08% 0.08% 1276 0 0.0% Q2 2026 Aug 04, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 2,029 333 0.03% 0.03% 1277 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 2,033 333 0.02% 0.02% 1278 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,022 332 0.02% 0.02% 1279 0 0.0% Q2 2026 Jul 28, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 2,022 332 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 13, 2026
Lifestyle Asset Management, Inc. History No change 2,015 331 0.09% 0.09% 1281 0 0.0% Q2 2026 Jul 20, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 2,012 330 0.14% 0.14% 1282 0 0.0% Q2 2026 Aug 11, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 2,010 330 0.04% 0.04% 1283 0 0.0% Q2 2026 Jul 24, 2026
Coastal Bridge Advisors, LLC History No change 2,005 329 0.02% 0.02% 1284 0 0.0% Q2 2026 Aug 17, 2026
Arcadia Wealth Management, Inc. History No change 2,008 329 0.16% 0.16% 1285 0 0.0% Q2 2026 Aug 11, 2026
VILLERE ST DENIS J & CO LLC History No change 2,000 328 0.04% 0.04% 1286 0 0.0% Q2 2026 Aug 07, 2026
WealthCare Investment Partners, LLC History No change 2,001 328 0.08% 0.08% 1287 0 0.0% Q2 2026 Aug 10, 2026
SVRN Asset Management, LLC History No change 2,000 328 0.17% 0.17% 1288 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Axiom LLC History No change 1,985 326 0.07% 0.07% 1289 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Financial Services, LLC History No change 1,989 326 0.04% 0.04% 1290 0 0.0% Q2 2026 Jul 15, 2026
Crumly & Associates Inc. History No change 1,965 326 0.06% 0.06% 1291 0 0.0% Q3 2026 Oct 07, 2026
Triad Wealth Partners, LLC History No change 1,965 326 0.02% 0.02% 1292 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,981 325 0.02% 0.02% 1293 0 0.0% Q2 2026 Jul 31, 2026
Argyle Capital Partners, LLC History No change 1,983 325 0.2% 0.2% 1294 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 1,977 324 0.05% 0.05% 1295 0 0.0% Q2 2026 Aug 12, 2026
Allen Capital Group, LLC History No change 1,977 324 0.03% 0.03% 1296 0 0.0% Q2 2026 Jul 27, 2026
GARRISON POINT ADVISORS, LLC History No change 1,973 324 0.13% 0.13% 1297 0 0.0% Q2 2026 Jul 31, 2026
Smith Salley Wealth Management History No change 1,966 323 0.01% 0.01% 1298 0 0.0% Q2 2026 Jul 23, 2026
Next Level Wealth Planning, LLC History No change 1,955 321 0.14% 0.14% 1299 0 0.0% Q2 2026 Jul 30, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 1,948 319 0.02% 0.02% 1300 0 0.0% Q2 2026 Jul 29, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 1,905 316 0.07% 0.08% 1301 0 0.0% Q3 2026 Oct 06, 2026
Turn8 Private Wealth Inc. History No change 1,928 316 0.21% 0.21% 1302 0 0.0% Q2 2026 Aug 03, 2026
Westchester Capital Management, Inc. History No change 1,912 314 0.06% 0.06% 1303 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 1,913 314 0.05% 0.05% 1304 0 0.0% Q2 2026 Jul 24, 2026
Carmel Capital Partners, LLC History No change 1,908 313 0.1% 0.1% 1305 0 0.0% Q2 2026 Jul 29, 2026
Miller Financial Services LLC History No change 1,906 313 0.25% 0.25% 1306 0 0.0% Q2 2026 Jul 29, 2026
Axecap Investments, LLC History No change 1,903 312 0.17% 0.17% 1307 0 0.0% Q2 2026 Aug 10, 2026
Edgestream Partners, L.P. History No change 1,897 311 0.01% 0.01% 1308 0 0.0% Q2 2026 Aug 11, 2026
Goelzer Investment Management, Inc. History No change 1,898 311 0.01% 0.01% 1309 0 0.0% Q2 2026 Jul 14, 2026
Beacon Capital Management, LLC History No change 1,897 311 0.05% 0.05% 1310 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 1,891 310 0.03% 0.03% 1311 0 0.0% Q2 2026 Jul 21, 2026
BURKE & HERBERT BANK & TRUST CO History No change 1,875 308 0.08% 0.08% 1312 0 0.0% Q2 2026 Aug 07, 2026
Linscomb Wealth, Inc. History No change 1,874 307 0.01% 0.01% 1313 0 0.0% Q2 2026 Jul 31, 2026
MW ADVISORY, LLC History No change 1,873 307 0.12% 0.12% 1314 0 0.0% Q2 2026 Aug 07, 2026
MidFirst Bank History No change 1,863 306 0.02% 0.02% 1315 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 1,855 304 0.07% 0.07% 1316 0 0.0% Q2 2026 Jul 09, 2026
Passive Capital Management, LLC. History No change 2,048 304 0.1% 0.1% 1317 0 0.0% Q2 2026 Aug 10, 2026
Stirlingshire Investments, Inc. History No change 1,846 303 0.22% 0.22% 1318 0 0.0% Q2 2026 Jul 31, 2026
WJ Financial Advisors LLC History No change 1,847 303 0.22% 0.22% 1319 0 0.0% Q2 2026 Aug 13, 2026
Bell Bank History No change 1,839 302 0.01% 0.01% 1320 0 0.0% Q2 2026 Jul 15, 2026
NOTTINGHAM ADVISORS, INC. History No change 1,861 302 0.04% 0.04% 1321 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 1,844 302 0.01% 0.01% 1322 0 0.0% Q2 2026 Jul 17, 2026
Vigil Wealth Management, LLC History No change 1,843 302 0.22% 0.22% 1323 0 0.0% Q2 2026 Aug 05, 2026
Randolph Co Inc History No change 1,838 301 0.03% 0.03% 1324 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 1,825 299 0.02% 0.02% 1325 0 0.0% Q2 2026 Aug 11, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 1,817 298 0.15% 0.15% 1326 0 0.0% Q2 2026 Jul 28, 2026
Ignite Planners, LLC History No change 1,813 297 0.04% 0.04% 1327 0 0.0% Q2 2026 Jul 23, 2026
PLANNING DIRECTIONS INC History No change 1,800 295 0.14% 0.14% 1328 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 1,800 295 0.0% 0.0% 1329 0 0.0% Q2 2026 Jul 23, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 1,785 293 0.0% 0.0% 1330 0 0.0% Q2 2026 Aug 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,780 292 0.09% 0.09% 1331 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 1,776 291 0.01% 0.01% 1332 0 0.0% Q2 2026 Jul 22, 2026
Mayfair Advisory Group, LLC History No change 1,800 291 0.09% 0.09% 1333 0 0.0% Q2 2026 Aug 11, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 1,783 291 0.16% 0.16% 1334 0 0.0% Q2 2026 Aug 07, 2026
McDonough Capital Management, Inc History No change 1,775 291 0.15% 0.15% 1335 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 1,773 291 0.09% 0.09% 1336 0 0.0% Q2 2026 Aug 10, 2026
Opal Wealth Advisors, LLC History No change 1,767 290 0.06% 0.06% 1337 0 0.0% Q2 2026 Jul 20, 2026
RCS Financial Planning, LLC History No change 1,771 290 0.14% 0.14% 1338 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Wealth Advisors, LLC History No change 1,761 289 0.04% 0.04% 1339 0 0.0% Q2 2026 Jul 15, 2026
EFG International AG History No change 1,765 289 0.01% 0.01% 1340 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Group, LLC / IL History No change 1,756 288 0.07% 0.07% 1341 0 0.0% Q2 2026 Jul 30, 2026
BAILARD, INC. History No change 1,750 287 0.01% 0.01% 1342 0 0.0% Q2 2026 Jul 30, 2026
Allred Capital Management, LLC History No change 1,753 287 0.09% 0.09% 1343 0 0.0% Q2 2026 Aug 12, 2026
Wealth Management Partners, LLC History No change 1,752 287 0.07% 0.07% 1344 0 0.0% Q2 2026 Jul 22, 2026
GatePass Capital, LLC History No change 1,750 287 0.11% 0.11% 1345 0 0.0% Q2 2026 Jul 30, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,745 286 0.04% 0.04% 1346 0 0.0% Q2 2026 Jul 20, 2026
Nova R Wealth, Inc. History No change 1,742 286 0.08% 0.08% 1347 0 0.0% Q2 2026 Jul 17, 2026
TRB Wealth Management, LLC History No change 1,744 286 0.04% 0.04% 1348 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 1,735 285 0.01% 0.01% 1349 0 0.0% Q2 2026 Aug 04, 2026
Wrenne Financial Planning LLC History No change 1,738 285 0.1% 0.1% 1350 0 0.0% Q2 2026 Jul 27, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 1,741 285 0.05% 0.05% 1351 0 0.0% Q2 2026 Aug 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,729 284 0.0% 0.0% 1352 0 0.0% Q2 2026 Jul 30, 2026
Glassman Wealth Services History No change 1,725 283 0.03% 0.03% 1353 0 0.0% Q2 2026 Aug 05, 2026
Abundance Wealth Counselors History No change 1,725 283 0.02% 0.02% 1354 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 1,725 283 0.06% 0.06% 1355 0 0.0% Q2 2026 Jul 10, 2026
tru Independence LLC History No change 1,718 282 0.12% 0.12% 1356 0 0.0% Q2 2026 Aug 10, 2026
McKinley Carter Wealth Services, Inc. History No change 1,711 281 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 28, 2026
Heritage Investment Group, Inc. History No change 1,700 279 0.04% 0.04% 1358 0 0.0% Q2 2026 Jul 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,695 278 0.01% 0.01% 1359 0 0.0% Q2 2026 Jul 21, 2026
Northern Capital Management, Inc. History No change 1,696 278 0.12% 0.12% 1360 0 0.0% Q2 2026 Jul 23, 2026
BostonPremier Wealth LLC History No change 1,696 278 0.12% 0.12% 1361 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 1,690 277 0.03% 0.03% 1362 0 0.0% Q2 2026 Jul 21, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 1,683 276 0.09% 0.09% 1363 0 0.0% Q2 2026 Jul 15, 2026
Greenspring Advisors, LLC History No change 1,681 276 0.02% 0.02% 1364 0 0.0% Q2 2026 Aug 11, 2026
SCRATCH CAPITAL LLC History No change 1,686 276 0.14% 0.14% 1365 0 0.0% Q2 2026 Jul 30, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 1,658 275 0.07% 0.07% 1366 0 0.0% Q3 2026 Oct 06, 2026
Trust Point Inc. History No change 1,680 275 0.02% 0.02% 1367 0 0.0% Q2 2026 Jul 08, 2026
Sound Income Strategies, LLC History No change 1,678 275 0.01% 0.01% 1368 0 0.0% Q2 2026 Jul 20, 2026
ETF Store, Inc. History No change 1,677 275 0.23% 0.23% 1369 0 0.0% Q2 2026 Jul 29, 2026
Retirement Solution LLC History No change 1,676 275 0.05% 0.05% 1370 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Group, LLC History No change 1,667 273 0.02% 0.02% 1371 0 0.0% Q2 2026 Jul 27, 2026
Seven Springs Wealth Group, LLC History No change 1,665 273 0.06% 0.06% 1372 0 0.0% Q2 2026 Aug 04, 2026
AssuredPartners Investment Advisors, LLC History No change 1,660 272 0.03% 0.03% 1373 0 0.0% Q2 2026 Aug 10, 2026
SITTNER & NELSON, LLC History No change 1,645 270 0.08% 0.08% 1374 0 0.0% Q2 2026 Aug 07, 2026
Next Capital Management LLC History No change 1,637 268 0.07% 0.07% 1375 0 0.0% Q2 2026 Aug 03, 2026
YARGER WEALTH STRATEGIES, LLC History No change 1,619 268 0.1% 0.1% 1376 0 0.0% Q2 2026 Jul 14, 2026
Eaton Financial Holdings Company, LLC History No change 1,635 268 0.07% 0.07% 1377 0 0.0% Q2 2026 Aug 04, 2026
One Degree Advisors Inc History No change 1,633 267 0.06% 0.06% 1378 0 0.0% Q2 2026 Jul 31, 2026
Clarity Capital Advisors, LLC History No change 1,630 267 0.11% 0.11% 1379 0 0.0% Q2 2026 Jul 13, 2026
DIVERSIFIED MANAGEMENT INC History No change 1,600 266 0.05% 0.06% 1380 0 0.0% Q3 2026 Oct 08, 2026
Chevy Chase Trust Holdings, LLC History No change 1,625 266 0.0% 0.0% 1381 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 1,624 266 0.07% 0.07% 1382 0 0.0% Q2 2026 Jul 28, 2026
Raab & Moskowitz Asset Management LLC History No change 1,619 265 0.05% 0.05% 1383 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,615 265 0.01% 0.01% 1384 0 0.0% Q2 2026 Jul 08, 2026
Horizon Wealth Management, LLC History No change 1,617 265 0.03% 0.03% 1385 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 1,614 265 0.01% 0.01% 1386 0 0.0% Q2 2026 Aug 03, 2026
Legacy Edge Advisors, LLC History No change 1,616 265 0.02% 0.02% 1387 0 0.0% Q2 2026 Aug 11, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 1,618 265 0.09% 0.09% 1388 0 0.0% Q2 2026 Aug 13, 2026
NerdWallet Wealth Partners, LLC History No change 1,613 264 0.09% 0.09% 1389 0 0.0% Q2 2026 Jul 07, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 1,600 262 0.04% 0.04% 1390 0 0.0% Q2 2026 Aug 11, 2026
Farringdon Capital, Ltd. History No change 1,598 262 0.13% 0.13% 1391 0 0.0% Q2 2026 Aug 12, 2026
Range Financial Group LLC History No change 1,601 262 0.07% 0.07% 1392 0 0.0% Q2 2026 Jul 15, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 1,600 262 0.04% 0.04% 1393 0 0.0% Q2 2026 Jul 20, 2026
Sterling Investment Counsel, LLC History No change 1,586 260 0.06% 0.06% 1394 0 0.0% Q2 2026 Jul 20, 2026
Fortune Financial Group, Inc. History No change 1,587 260 0.2% 0.2% 1395 0 0.0% Q2 2026 Jul 24, 2026
Alpha Financial Advisors, LLC History No change 1,577 259 0.07% 0.07% 1396 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 1,565 257 0.04% 0.04% 1397 0 0.0% Q2 2026 Aug 14, 2026
Equita Financial Network, Inc. History No change 1,563 256 0.07% 0.07% 1398 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 1,547 254 0.01% 0.01% 1399 0 0.0% Q2 2026 Aug 04, 2026
Global Financial Private Client, LLC History No change 1,549 254 0.07% 0.07% 1400 0 0.0% Q2 2026 Jul 20, 2026
Fairlight Advisors History No change 1,550 254 0.21% 0.21% 1401 0 0.0% Q2 2026 Jul 24, 2026
Destination Wealth Management History No change 1,528 251 0.01% 0.01% 1402 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 1,529 251 0.06% 0.06% 1403 0 0.0% Q2 2026 Aug 10, 2026
Waterfront Wealth Inc. History No change 1,517 251 0.04% 0.04% 1404 0 0.0% Q2 2026 Jul 30, 2026
Axis Wealth Partners, LLC History No change 1,532 251 0.12% 0.12% 1405 0 0.0% Q2 2026 Jul 28, 2026
4J Wealth Management LLC History No change 1,525 250 0.12% 0.12% 1406 0 0.0% Q2 2026 Jul 21, 2026
Napier Financial, LLC History No change 1,525 250 0.05% 0.05% 1407 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investment Services, LLC History No change 1,513 248 0.07% 0.07% 1408 0 0.0% Q2 2026 Aug 06, 2026
Braeburn Wealth Management LLC History No change 1,511 248 0.11% 0.11% 1409 0 0.0% Q2 2026 Jul 21, 2026
Lantern Wealth Advisors, LLC History No change 1,505 247 0.11% 0.11% 1410 0 0.0% Q2 2026 Jul 28, 2026
Worth Financial Advisory Group, LLC History No change 1,509 247 0.1% 0.1% 1411 0 0.0% Q2 2026 Jul 30, 2026
LCNB CORP History No change 1,500 246 0.08% 0.08% 1412 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 1,502 246 0.02% 0.02% 1413 0 0.0% Q2 2026 Sep 15, 2026
Disciplined Investments, LLC History No change 1,501 246 0.08% 0.08% 1414 0 0.0% Q2 2026 Aug 07, 2026
Davis Wealth Advisors, LLC History No change 1,500 246 0.19% 0.19% 1415 0 0.0% Q2 2026 Aug 14, 2026
WMS Group LLC History No change 1,500 246 0.32% 0.32% 1416 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 1,486 244 0.03% 0.03% 1417 0 0.0% Q2 2026 Aug 04, 2026
Banque Transatlantique SA History No change 1,489 244 0.01% 0.01% 1418 0 0.0% Q2 2026 Jul 30, 2026
FIDELITY D & D BANCORP INC History No change 1,482 243 0.08% 0.08% 1419 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,481 243 0.0% 0.0% 1420 0 0.0% Q2 2026 Aug 11, 2026
Griffith & Werner, Inc. History No change 1,480 243 0.11% 0.11% 1421 0 0.0% Q2 2026 Jul 29, 2026
Annex Advisory Services, LLC History No change 1,476 242 0.0% 0.0% 1422 0 0.0% Q2 2026 Jul 10, 2026
Clarity Wealth Advisors, LLC History No change 1,474 242 0.04% 0.04% 1423 0 0.0% Q2 2026 Jul 24, 2026
Keebeck Wealth Management History No change 1,477 242 0.02% 0.02% 1424 0 0.0% Q2 2026 Aug 11, 2026
J.E. Simmons & Co., P.C. History No change 1,479 242 0.14% 0.14% 1425 0 0.0% Q2 2026 Jul 15, 2026
Wealth Care LLC History No change 1,476 242 0.2% 0.2% 1426 0 0.0% Q2 2026 Jul 15, 2026
Advisory Solutions Group, LLC History No change 1,478 242 0.08% 0.08% 1427 0 0.0% Q2 2026 Jul 29, 2026
FAGAN ASSOCIATES, INC. History No change 1,462 240 0.03% 0.03% 1428 0 0.0% Q2 2026 Aug 04, 2026
WELCH & FORBES LLC History No change 1,456 239 0.0% 0.0% 1429 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,449 238 0.0% 0.0% 1430 0 0.0% Q2 2026 Aug 13, 2026
Clear Trail Advisors, LLC History No change 1,453 238 0.04% 0.04% 1431 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 1,463 238 0.0% 0.0% 1432 0 0.0% Q2 2026 Aug 10, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,444 237 0.01% 0.01% 1433 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 1,438 236 0.02% 0.02% 1434 0 0.0% Q2 2026 Jul 30, 2026
Frederick Financial Consultants, LLC History No change 1,438 236 0.1% 0.1% 1435 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 1,432 235 0.09% 0.09% 1436 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 1,424 234 0.04% 0.04% 1437 0 0.0% Q2 2026 Aug 04, 2026
West Branch Capital LLC History No change 1,422 233 0.05% 0.05% 1438 0 0.0% Q2 2026 Jul 10, 2026
Magnus Financial Group LLC History No change 1,420 233 0.02% 0.02% 1439 0 0.0% Q2 2026 Jul 09, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 1,408 231 0.06% 0.06% 1440 0 0.0% Q2 2026 Jul 10, 2026
BURNEY CO/ History No change 1,406 230 0.01% 0.01% 1441 0 0.0% Q2 2026 Jul 14, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,403 230 0.02% 0.02% 1442 0 0.0% Q2 2026 Aug 03, 2026
KWB Wealth History No change 1,396 229 0.02% 0.02% 1443 0 0.0% Q2 2026 Jul 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,399 229 0.01% 0.01% 1444 0 0.0% Q2 2026 Jul 20, 2026
Antonelli Financial Advisors, LLC History No change 1,395 229 0.16% 0.16% 1445 0 0.0% Q2 2026 Jul 14, 2026
FIRST MERCHANTS CORP History No change 1,389 228 0.01% 0.01% 1446 0 0.0% Q2 2026 Jul 15, 2026
JACKSON SQUARE CAPITAL, LLC History No change 1,394 228 0.03% 0.03% 1447 0 0.0% Q2 2026 Jul 21, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 1,389 228 0.07% 0.07% 1448 0 0.0% Q2 2026 Aug 04, 2026
Torrey-Payne Wealth Management, LLC History No change 1,391 228 0.19% 0.19% 1449 0 0.0% Q2 2026 Jul 23, 2026
Lincoln Capital LLC History No change 1,386 227 0.04% 0.04% 1450 0 0.0% Q2 2026 Jul 07, 2026
Shared Vision Wealth Group LLC History No change 1,382 227 0.08% 0.08% 1451 0 0.0% Q2 2026 Jul 31, 2026
Gallacher Capital Management LLC History No change 1,381 226 0.13% 0.13% 1452 0 0.0% Q2 2026 Jul 16, 2026
Community Financial Services Group, LLC History No change 1,376 225 0.03% 0.03% 1453 0 0.0% Q2 2026 Jul 09, 2026
Alhambra Investment Management LLC History No change 1,371 225 0.1% 0.1% 1454 0 0.0% Q2 2026 Jul 16, 2026
Laraway Financial Advisors Inc History No change 1,372 225 0.14% 0.14% 1455 0 0.0% Q2 2026 Aug 03, 2026
Richwood Investment Advisors, LLC History No change 1,366 224 0.16% 0.16% 1456 0 0.0% Q2 2026 Jul 29, 2026
Van Diest Capital, LLC History No change 1,365 224 0.2% 0.2% 1457 0 0.0% Q2 2026 Aug 04, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,367 223 0.03% 0.03% 1458 0 0.0% Q2 2026 Jul 24, 2026
Connecticut Wealth Management, LLC History No change 1,353 222 0.01% 0.01% 1459 0 0.0% Q2 2026 Jul 29, 2026
Anson Capital, Inc. History No change 1,357 222 0.14% 0.14% 1460 0 0.0% Q2 2026 Jul 29, 2026
Quest 10 Wealth Builders, Inc. History No change 1,356 222 0.17% 0.17% 1461 0 0.0% Q2 2026 Jul 24, 2026
Xena Financial Planning, LLC History No change 1,355 222 0.21% 0.21% 1462 0 0.0% Q2 2026 Jul 21, 2026
Spartan Wealth Advisory Services LLC History No change 1,351 221 0.02% 0.02% 1463 0 0.0% Q2 2026 Aug 05, 2026
Sepio Capital, LP History No change 1,345 220 0.01% 0.01% 1464 0 0.0% Q2 2026 Jul 28, 2026
Valtinson Bruner Financial Planning LLC History No change 1,341 220 0.06% 0.06% 1465 0 0.0% Q2 2026 Aug 03, 2026
RESTON WEALTH MANAGEMENT LLC History No change 1,345 220 0.06% 0.06% 1466 0 0.0% Q2 2026 Jul 23, 2026
Tradition Wealth Management, LLC History No change 1,340 220 0.01% 0.01% 1467 0 0.0% Q2 2026 Aug 11, 2026
Meritas Wealth Management, LLC History No change 1,345 220 0.09% 0.09% 1468 0 0.0% Q2 2026 Jul 21, 2026
CITIGROUP INC History No change 1,334 219 0.0% 0.0% 1469 0 0.0% Q2 2026 Aug 03, 2026
TI-TRUST, INC History No change 1,338 219 0.12% 0.12% 1470 0 0.0% Q2 2026 Jul 23, 2026
Bryant Woods Investment Advisors, LLC History No change 1,336 219 0.06% 0.06% 1471 0 0.0% Q2 2026 Jul 22, 2026
BSW Wealth Partners History No change 1,329 218 0.02% 0.02% 1472 0 0.0% Q2 2026 Jul 15, 2026
Independence Bank of Kentucky History No change 1,331 218 0.02% 0.02% 1473 0 0.0% Q2 2026 Jul 13, 2026
LRI Investments, LLC History No change 1,329 218 0.02% 0.02% 1474 0 0.0% Q2 2026 Jul 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,325 217 0.02% 0.02% 1475 0 0.0% Q2 2026 Jul 07, 2026
WEALTHSPAN PARTNERS, LLC History No change 1,323 217 0.07% 0.07% 1476 0 0.0% Q2 2026 Aug 06, 2026
Commerce Advisors, LLC History No change 1,315 216 0.12% 0.12% 1477 0 0.0% Q2 2026 Aug 04, 2026
Ellevest, Inc. History No change 1,342 216 0.03% 0.03% 1478 0 0.0% Q2 2026 Aug 10, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 1,304 216 0.14% 0.13% 1479 0 0.0% Q3 2026 Oct 07, 2026
ADIRONDACK TRUST CO History No change 1,312 215 0.06% 0.06% 1480 0 0.0% Q2 2026 Jul 16, 2026
NATURAL INVESTMENTS, LLC History No change 1,311 215 0.05% 0.05% 1481 0 0.0% Q2 2026 Jul 31, 2026
Portland Global Advisors LLC History No change 1,306 214 0.02% 0.02% 1482 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 1,299 214 0.03% 0.03% 1483 0 0.0% Q2 2026 Jul 08, 2026
Team Hewins, LLC History No change 1,308 214 0.06% 0.06% 1484 0 0.0% Q2 2026 Jul 29, 2026
FC Advisory LLC History Added to 1,284 213 0.06% 0.06% 1487 +3 0.23% Q3 2026 Oct 05, 2026
Ipswich Investment Management Co., Inc. History No change 1,300 213 0.04% 0.04% 1485 0 0.0% Q2 2026 Jul 16, 2026
Silver Lake Advisory, LLC History No change 1,300 213 0.08% 0.08% 1486 0 0.0% Q2 2026 Jul 24, 2026
DV Trading LLC History No change 1,300 213 0.01% 0.01% 1488 0 0.0% Q2 2026 Aug 14, 2026
BLALOCK WILLIAMS, LLC History No change 1,299 213 0.14% 0.14% 1489 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,291 212 0.0% 0.0% 1490 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC History No change 1,287 211 0.07% 0.07% 1491 0 0.0% Q2 2026 Jul 09, 2026
Strathmore Capital Advisors, Inc. History No change 1,290 211 0.06% 0.06% 1492 0 0.0% Q2 2026 Aug 10, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,290 211 0.03% 0.03% 1493 0 0.0% Q2 2026 Aug 04, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 1,279 210 0.02% 0.02% 1494 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,278 209 0.01% 0.01% 1495 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 1,293 209 0.02% 0.02% 1496 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,270 208 0.01% 0.01% 1497 0 0.0% Q2 2026 Jul 31, 2026
Platform Technology Partners History No change 1,267 208 0.03% 0.03% 1498 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Wealth Management LLC History No change 1,267 208 0.06% 0.06% 1499 0 0.0% Q2 2026 Aug 11, 2026
TrueWealth Advisors, LLC History No change 1,266 207 0.05% 0.05% 1500 0 0.0% Q2 2026 Jul 08, 2026
Total Wealth Planning & Management, Inc. History No change 1,261 207 0.14% 0.14% 1501 0 0.0% Q2 2026 Jul 28, 2026
Balboa Wealth Partners History No change 1,258 206 0.03% 0.03% 1502 0 0.0% Q2 2026 Aug 10, 2026
Trademark Financial Management, LLC History No change 1,257 206 0.08% 0.08% 1503 0 0.0% Q2 2026 Jul 27, 2026
LEE DANNER & BASS INC History No change 1,251 205 0.01% 0.01% 1504 0 0.0% Q2 2026 Jul 21, 2026
WHITE PINE CAPITAL LLC History No change 1,251 205 0.05% 0.05% 1505 0 0.0% Q2 2026 Aug 05, 2026
Members Trust Co History No change 1,253 205 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 31, 2026
David J Yvars Group History No change 1,248 205 0.1% 0.1% 1507 0 0.0% Q2 2026 Jul 07, 2026
Pine Valley Investments Ltd Liability Co History No change 1,249 205 0.01% 0.01% 1508 0 0.0% Q2 2026 Jul 24, 2026
Capital Asset Managemnet, LLC History No change 1,251 205 0.46% 0.46% 1509 0 0.0% Q2 2026 Jul 24, 2026
Johnson Wealth Management, LLC History No change 1,247 204 0.09% 0.09% 1510 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 1,238 203 0.01% 0.01% 1511 0 0.0% Q2 2026 Aug 12, 2026
Peregrine Asset Advisers, Inc. History No change 1,236 203 0.04% 0.04% 1512 0 0.0% Q2 2026 Aug 10, 2026
Wiser Wealth Management, Inc History No change 1,240 203 0.04% 0.04% 1513 0 0.0% Q2 2026 Jul 14, 2026
WealthPLAN Partners, LLC History No change 1,241 203 0.04% 0.04% 1514 0 0.0% Q2 2026 Jul 28, 2026
Integrity Wealth Solutions LLC History No change 1,238 203 0.08% 0.08% 1515 0 0.0% Q2 2026 Jul 30, 2026
Tudor Financial Inc. History No change 1,239 203 0.09% 0.09% 1516 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 1,234 202 0.02% 0.02% 1517 0 0.0% Q2 2026 Aug 04, 2026
Corsicana & Co. History No change 1,224 201 0.1% 0.1% 1518 0 0.0% Q2 2026 Jul 24, 2026
Capstone Wealth Management, Inc. History No change 1,228 201 0.15% 0.15% 1519 0 0.0% Q2 2026 Aug 13, 2026
Virtue Capital Management, LLC History No change 1,221 200 0.03% 0.03% 1520 0 0.0% Q2 2026 Aug 05, 2026
Firestone Capital Management History No change 1,223 200 0.04% 0.04% 1521 0 0.0% Q2 2026 Jul 31, 2026
Azimuth Capital Investment Management LLC History No change 1,219 200 0.01% 0.01% 1522 0 0.0% Q2 2026 Aug 12, 2026
HTG Investment Advisors, Inc. History No change 1,223 200 0.05% 0.05% 1523 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth, LLC/TN History No change 1,213 200 0.1% 0.1% 1524 0 0.0% Q2 2026 Jul 29, 2026
United Community Bank History No change 1,214 199 0.06% 0.06% 1525 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 1,194 196 0.11% 0.11% 1526 0 0.0% Q2 2026 Aug 11, 2026
West Financial Advisors, LLC History No change 1,175 193 0.03% 0.03% 1527 0 0.0% Q2 2026 Jul 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,144 187 0.02% 0.02% 1528 0 0.0% Q2 2026 Jul 22, 2026
Core Alternative Capital History No change 1,120 183 0.05% 0.05% 1529 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 1,099 180 0.01% 0.01% 1530 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 1,061 174 0.04% 0.04% 1531 0 0.0% Q2 2026 Jul 24, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,043 171 0.01% 0.01% 1532 0 0.0% Q2 2026 Jul 28, 2026
Mill Capital Management, LLC History No change 1,034 169 0.01% 0.01% 1533 0 0.0% Q2 2026 Aug 03, 2026
Perkins Coie Trust Co History No change 1,020 167 0.03% 0.03% 1534 0 0.0% Q2 2026 Jul 09, 2026
3Chopt Investment Partners, LLC History No change 1,000 164 0.03% 0.03% 1535 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 990 162 0.0% 0.0% 1536 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 985 161 0.04% 0.04% 1537 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 982 161 0.03% 0.03% 1538 0 0.0% Q2 2026 Jul 23, 2026
Register Financial Advisors LLC History No change 979 160 0.05% 0.05% 1539 0 0.0% Q2 2026 Jul 15, 2026
Decker Retirement Planning Inc. History No change 959 157 0.05% 0.05% 1540 0 0.0% Q2 2026 Jul 16, 2026
SouthState Bank Corp History No change 938 154 0.01% 0.01% 1541 0 0.0% Q2 2026 Aug 06, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 928 152 0.28% 0.28% 1542 0 0.0% Q2 2026 Aug 10, 2026
Financial Gravity Companies, Inc. History No change 900 147 0.02% 0.02% 1543 0 0.0% Q2 2026 Aug 05, 2026
NI ACQUISITIONS COMPANY, LLC History No change 890 146 0.06% 0.06% 1544 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 858 140 0.01% 0.01% 1545 0 0.0% Q2 2026 Jul 21, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 842 138 0.04% 0.04% 1546 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 831 136 0.03% 0.03% 1547 0 0.0% Q2 2026 Jul 28, 2026
Frazier Financial Advisors, LLC History No change 813 133 0.07% 0.07% 1548 0 0.0% Q2 2026 Aug 10, 2026
Westend Capital Management, LLC History No change 805 132 0.03% 0.03% 1549 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 778 127 0.03% 0.03% 1550 0 0.0% Q2 2026 Jul 17, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 777 127 0.09% 0.09% 1551 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 767 125 0.07% 0.07% 1552 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 756 124 0.02% 0.02% 1553 0 0.0% Q2 2026 Aug 04, 2026
GLENMEDE TRUST CO NA History No change 736 120 0.0% 0.0% 1554 0 0.0% Q2 2026 Aug 10, 2026
Your Advocates Ltd., LLP History No change 727 119 0.03% 0.03% 1555 0 0.0% Q2 2026 Aug 05, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 721 118 0.01% 0.01% 1556 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 717 117 0.02% 0.02% 1557 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 708 116 0.01% 0.01% 1558 0 0.0% Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History No change 709 116 0.05% 0.05% 1559 0 0.0% Q2 2026 Jul 15, 2026
SIMPLEX TRADING, LLC History No change 700 114 0.0% 0.0% 1560 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 686 113 0.02% 0.02% 1561 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 687 112 0.0% 0.0% 1562 0 0.0% Q2 2026 Aug 06, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 683 112 0.07% 0.07% 1563 0 0.0% Q2 2026 Aug 05, 2026
BALLAST ADVISORS LLC History No change 648 106 0.03% 0.03% 1564 0 0.0% Q2 2026 Aug 12, 2026
Moisand Fitzgerald Tamayo, LLC History No change 645 105 0.01% 0.01% 1565 0 0.0% Q2 2026 Jul 13, 2026
Graney & King, LLC History No change 640 105 0.04% 0.04% 1566 0 0.0% Q2 2026 Aug 07, 2026
Signature Equity Partners, LLC History No change 637 104 0.05% 0.05% 1567 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 638 103 0.04% 0.04% 1568 0 0.0% Q2 2026 Jul 28, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 627 102 0.03% 0.03% 1569 0 0.0% Q2 2026 Jul 24, 2026
Orion Capital Management LLC History No change 612 100 0.03% 0.03% 1570 0 0.0% Q2 2026 Aug 17, 2026
Synergy Investment Management, LLC History No change 612 100 0.02% 0.02% 1571 0 0.0% Q2 2026 Aug 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 606 99 0.13% 0.13% 1572 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 601 98 0.02% 0.02% 1573 0 0.0% Q2 2026 Jul 20, 2026
CNB Bank History No change 600 98 0.04% 0.04% 1574 0 0.0% Q2 2026 Aug 06, 2026
StrongBox Wealth, LLC History No change 598 98 0.03% 0.03% 1575 0 0.0% Q2 2026 Jul 23, 2026
Rice Partnership, LLC History No change 587 96 0.01% 0.01% 1576 0 0.0% Q2 2026 Jul 29, 2026
Crews Bank & Trust History No change 589 96 0.01% 0.01% 1577 0 0.0% Q2 2026 Jul 16, 2026
Redwood Park Advisors LLC History No change 586 96 0.06% 0.06% 1578 0 0.0% Q2 2026 Aug 11, 2026
Hurley Capital, LLC History No change 580 95 0.05% 0.05% 1579 0 0.0% Q2 2026 Aug 10, 2026
Financial Network Wealth Advisors LLC History No change 574 94 0.1% 0.1% 1580 0 0.0% Q2 2026 Jul 29, 2026
Reyes Financial Architecture, Inc. History No change 576 94 0.05% 0.05% 1581 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 568 93 0.04% 0.04% 1582 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 551 90 0.03% 0.03% 1583 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF VERMONT History No change 518 85 0.0% 0.0% 1584 0 0.0% Q2 2026 Aug 07, 2026
NFSG Corp History No change 518 85 0.01% 0.01% 1585 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 512 84 0.05% 0.05% 1586 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 510 83 0.04% 0.04% 1587 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 497 81 0.05% 0.05% 1588 0 0.0% Q2 2026 Jul 28, 2026
Bay Harbor Wealth Management, LLC History No change 488 80 0.02% 0.02% 1589 0 0.0% Q2 2026 Jul 28, 2026
Ascentis Wealth Management, LLC History No change 481 79 0.01% 0.01% 1590 0 0.0% Q2 2026 Jul 30, 2026
Quent Capital, LLC History No change 479 78 0.0% 0.0% 1591 0 0.0% Q2 2026 Aug 07, 2026
Longview Financial Advisors LLC History No change 480 78 0.04% 0.04% 1592 0 0.0% Q2 2026 Jul 14, 2026
SIMA Wealth Partners, LLC History No change 473 77 0.05% 0.05% 1593 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 453 74 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 454 74 0.0% 0.0% 1595 0 0.0% Q2 2026 Aug 10, 2026
Fairman Group, LLC History No change 449 73 0.06% 0.06% 1596 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 450 73 0.04% 0.04% 1597 0 0.0% Q2 2026 Aug 17, 2026
Basepoint Wealth LLC History No change 449 73 0.04% 0.04% 1598 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 442 72 0.02% 0.02% 1599 0 0.0% Q2 2026 Aug 06, 2026
CBIZ Investment Advisory Services, LLC History No change 500 71 0.0% 0.0% 1600 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 416 68 0.01% 0.01% 1601 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 417 68 0.02% 0.02% 1602 0 0.0% Q2 2026 Jul 13, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 412 67 0.03% 0.03% 1603 0 0.0% Q2 2026 Sep 18, 2026
Daytona Street Capital LLC History No change 400 66 0.05% 0.05% 1604 0 0.0% Q2 2026 Aug 03, 2026
GoalVest Advisory LLC History No change 390 64 0.01% 0.01% 1605 0 0.0% Q3 2026 Oct 02, 2026
Regatta Research & Money Management History No change 393 64 0.06% 0.06% 1606 0 0.0% Q2 2026 Aug 11, 2026
United Financial Planning Group LLC History No change 387 63 0.03% 0.03% 1607 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 387 63 0.03% 0.03% 1608 0 0.0% Q2 2026 Jul 27, 2026
EASTERN BANK History Reduced 373 62 0.0% 0.0% 1609 -232 -38.35% Q3 2026 Oct 05, 2026
SJS Investment Consulting Inc. History No change 378 62 0.01% 0.01% 1610 0 0.0% Q2 2026 Jul 22, 2026
VALLEY NATIONAL ADVISERS INC History No change 370 60 0.01% 0.01% 1611 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 355 58 0.01% 0.01% 1612 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Counsel, Inc History No change 342 56 0.01% 0.01% 1613 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 345 56 0.01% 0.01% 1614 0 0.0% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History No change 345 56 0.04% 0.04% 1615 0 0.0% Q2 2026 Jul 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 333 54 0.04% 0.04% 1616 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 335 54 0.01% 0.01% 1617 0 0.0% Q2 2026 Jul 23, 2026
Timmons Wealth Management, LLC History No change 321 52 0.04% 0.04% 1618 0 0.0% Q2 2026 Aug 07, 2026
Integrity Financial Corp /WA History No change 310 50 0.02% 0.02% 1619 0 0.0% Q2 2026 Jul 31, 2026
First Pacific Financial History No change 301 49 0.01% 0.01% 1620 0 0.0% Q2 2026 Jul 20, 2026
Concord Wealth Partners History No change 300 49 0.01% 0.01% 1621 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 301 49 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 304 49 0.01% 0.01% 1623 0 0.0% Q2 2026 Aug 13, 2026
Nova Wealth Management, Inc. History No change 300 49 0.03% 0.03% 1624 0 0.0% Q2 2026 Jul 13, 2026
Pflug Koory, LLC History No change 296 48 0.02% 0.02% 1625 0 0.0% Q2 2026 Jul 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 296 48 0.03% 0.03% 1626 0 0.0% Q2 2026 Aug 10, 2026
Bravera Wealth History No change 296 48 0.02% 0.02% 1627 0 0.0% Q2 2026 Jul 23, 2026
Wilkerson Advisory Group LLC History No change 290 47 0.01% 0.01% 1628 0 0.0% Q2 2026 Jul 21, 2026
High Note Wealth, LLC History No change 283 46 0.01% 0.01% 1629 0 0.0% Q2 2026 Jul 23, 2026
Robbins Farley History No change 275 45 0.02% 0.02% 1630 0 0.0% Q2 2026 Jul 22, 2026
Anchor Bay Capital, Inc. History No change 270 45 0.02% 0.02% 1631 0 0.0% Q2 2026 Aug 11, 2026
Kimelman & Baird, LLC History No change 269 44 0.0% 0.0% 1632 0 0.0% Q2 2026 Aug 18, 2026
Providence Capital Advisors, LLC History No change 249 40 0.01% 0.01% 1633 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History No change 239 39 0.01% 0.01% 1634 0 0.0% Q2 2026 Aug 03, 2026
Trust Co History No change 231 37 0.0% 0.0% 1635 0 0.0% Q2 2026 Jul 10, 2026
BLUELINE ADVISORS LLC History No change 228 37 0.03% 0.03% 1636 0 0.0% Q2 2026 Jul 27, 2026
Hilltop National Bank History No change 223 36 0.01% 0.01% 1637 0 0.0% Q2 2026 Jul 01, 2026
BESSEMER GROUP INC History No change 208 34 0.0% 0.0% 1638 0 0.0% Q2 2026 Aug 12, 2026
MCDONALD PARTNERS LLC History No change 208 34 0.01% 0.01% 1639 0 0.0% Q2 2026 Jul 28, 2026
First Command Advisory Services, Inc. History No change 212 34 0.0% 0.0% 1640 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 210 34 0.03% 0.03% 1641 0 0.0% Q2 2026 Jul 15, 2026
Noble Wealth Management PBC History Reduced 200 33 0.01% 0.02% 1643 -27 -11.89% Q3 2026 Oct 01, 2026
Financial Life Planners History No change 206 33 0.02% 0.02% 1642 0 0.0% Q2 2026 Jul 21, 2026
WEBSTER BANK, N. A. History No change 199 32 0.0% 0.0% 1644 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 200 32 0.01% 0.01% 1645 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 192 31 0.0% 0.0% 1646 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 193 31 0.0% 0.0% 1647 0 0.0% Q2 2026 Aug 13, 2026
PFS Partners, LLC History No change 193 31 0.01% 0.01% 1648 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 185 30 0.0% 0.0% 1649 0 0.0% Q2 2026 Jul 29, 2026
Fortitude Family Office, LLC History No change 187 30 0.01% 0.01% 1650 0 0.0% Q2 2026 Jul 20, 2026
Kingdom Financial Group LLC. History No change 187 30 0.01% 0.01% 1651 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 187 30 0.02% 0.02% 1652 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 186 30 0.01% 0.01% 1653 0 0.0% Q2 2026 Aug 10, 2026
GODSEY & GIBB, INC History No change 180 29 0.0% 0.0% 1654 0 0.0% Q2 2026 Jul 13, 2026
Front Row Advisors LLC History No change 167 28 0.01% 0.01% 1655 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 172 28 0.01% 0.01% 1656 0 0.0% Q2 2026 Jul 15, 2026
Princeton Global Asset Management LLC History No change 172 28 0.0% 0.0% 1657 0 0.0% Q2 2026 Jul 16, 2026
DHJJ Financial Advisors, Ltd. History No change 172 28 0.01% 0.01% 1658 0 0.0% Q2 2026 Jul 24, 2026
Realta Investment Advisors History No change 159 26 0.01% 0.01% 1659 0 0.0% Q2 2026 Jul 20, 2026
Valued Wealth Advisors LLC History No change 162 26 0.01% 0.01% 1660 0 0.0% Q2 2026 Jul 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 157 25 0.01% 0.01% 1661 0 0.0% Q2 2026 Aug 05, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 153 25 0.01% 0.01% 1662 0 0.0% Q2 2026 Jul 22, 2026
Davis Capital Management History No change 145 24 0.01% 0.01% 1663 0 0.0% Q3 2026 Oct 08, 2026
NBH Bank History No change 151 24 0.01% 0.01% 1664 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 145 23 0.01% 0.01% 1665 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 141 23 0.01% 0.01% 1666 0 0.0% Q2 2026 Jul 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 138 22 0.0% 0.0% 1667 0 0.0% Q2 2026 Sep 02, 2026
FIRST FINANCIAL CORP /IN/ History No change 140 22 0.01% 0.01% 1668 0 0.0% Q2 2026 Jul 07, 2026
GGM Financial LLC History No change 134 22 0.01% 0.01% 1669 0 0.0% Q2 2026 Jul 23, 2026
Quaker Wealth Management, LLC History No change 129 21 0.01% 0.01% 1670 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 119 19 0.0% 0.0% 1671 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 116 19 0.0% 0.0% 1672 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 115 18 0.0% 0.0% 1673 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 111 18 0.0% 0.0% 1674 0 0.0% Q3 2026 Oct 01, 2026
City State Bank History No change 112 18 0.0% 0.0% 1675 0 0.0% Q2 2026 Jul 14, 2026
Dogwood Wealth Management LLC History No change 114 18 0.01% 0.01% 1676 0 0.0% Q2 2026 Jul 06, 2026
Advantage Trust Co History No change 108 17 0.01% 0.01% 1677 0 0.0% Q2 2026 Jul 17, 2026
Global Trust Asset Management, LLC History No change 95 15 0.0% 0.0% 1678 0 0.0% Q2 2026 Aug 03, 2026
Mosley Wealth Management History No change 92 15 0.0% 0.0% 1679 0 0.0% Q2 2026 Jul 23, 2026
Investors Portfolio Services LLC History No change 93 15 0.01% 0.01% 1680 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History New 85 14 0.01% — 1683 +85 New Q3 2026 Oct 02, 2026
Darwin Wealth Management, LLC History No change 91 14 0.0% 0.0% 1681 0 0.0% Q2 2026 Jul 21, 2026
Ulland Investment Advisors, LLC History No change 85 14 0.01% 0.01% 1682 0 0.0% Q2 2026 Jul 16, 2026
MV CAPITAL MANAGEMENT, INC. History No change 81 13 0.0% 0.0% 1684 0 0.0% Q2 2026 Jul 30, 2026
Creative Capital Management Investments LLC History No change 82 13 0.0% 0.0% 1685 0 0.0% Q2 2026 Jul 24, 2026
Mascoma Wealth Management LLC History No change 74 12 0.0% 0.0% 1686 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 76 12 0.01% 0.01% 1687 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 77 12 0.0% 0.0% 1688 0 0.0% Q2 2026 Jul 27, 2026
Fourth Dimension Wealth, LLC History No change 75 12 0.0% 0.0% 1689 0 0.0% Q2 2026 Jul 31, 2026
1015 Capital Partners, LLC History No change 78 12 0.01% 0.01% 1690 0 0.0% Q2 2026 Jul 21, 2026
New Republic Capital, LLC History No change 71 11 0.0% 0.0% 1691 0 0.0% Q2 2026 Jul 31, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 58 9 0.0% 0.0% 1692 0 0.0% Q2 2026 Aug 13, 2026
Roxbury Financial LLC History No change 55 9 0.01% 0.01% 1693 0 0.0% Q3 2026 Oct 01, 2026
GW&K Investment Management, LLC History No change 49 8 0.0% 0.0% 1694 0 0.0% Q2 2026 Aug 12, 2026
American Capital Advisory, LLC History No change 54 8 0.0% 0.0% 1695 0 0.0% Q2 2026 Jul 28, 2026
ROSS\JOHNSON & Associates LLC History No change 49 8 0.13% 0.13% 1696 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 50 8 0.0% 0.0% 1697 0 0.0% Q2 2026 Jul 15, 2026
Polaris Financial Partners History New 41 7 0.0% — 1703 +41 New Q3 2026 Oct 02, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 48 7 0.0% 0.0% 1698 0 0.0% Q2 2026 Jul 08, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 44 7 0.0% 0.0% 1699 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 47 7 0.0% 0.0% 1700 0 0.0% Q2 2026 Jul 28, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 46 7 0.0% 0.0% 1701 0 0.0% Q2 2026 Jul 21, 2026
Timbuktu Capital Management, LLC History No change 43 7 0.01% 0.01% 1702 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 30 5 0.0% 0.0% 1704 0 0.0% Q2 2026 Jul 30, 2026
Wagner Wealth Management, LLC History No change 32 5 0.0% 0.0% 1705 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 31 5 0.0% 0.0% 1706 0 0.0% Q2 2026 Aug 06, 2026
DecisionPoint Financial, LLC History No change 33 5 0.0% 0.0% 1707 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Advisors LLC History No change 38 5 0.0% 0.0% 1708 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 25 4 0.0% 0.0% 1709 0 0.0% Q2 2026 Jul 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 19 3 0.0% 0.0% 1710 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History No change 22 3 0.0% 0.0% 1711 0 0.0% Q3 2026 Oct 05, 2026
Ball & Co Wealth Management Inc. History No change 19 3 0.0% 0.0% 1712 0 0.0% Q2 2026 Jul 31, 2026
Horizons Wealth Management History New 18 2 0.0% — 1716 +18 New Q3 2026 Oct 05, 2026
WEST PACES ADVISORS INC. History No change 18 2 0.0% 0.0% 1713 0 0.0% Q2 2026 Jul 17, 2026
VSM Wealth Advisory, LLC History No change 15 2 0.0% 0.0% 1714 0 0.0% Q2 2026 Jul 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 13 2 0.0% 0.0% 1715 0 0.0% Q2 2026 Aug 12, 2026
Carolina Wealth Advisors, LLC History No change 10 1 0.0% 0.0% 1717 0 0.0% Q2 2026 Jul 09, 2026
Topsail Wealth Management, LLC History No change 12 1 0.0% 0.0% 1718 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 11 1 0.0% 0.0% 1719 0 0.0% Q2 2026 Aug 03, 2026
PlanVest Financial, Inc History No change 10 1 0.0% 0.0% 1720 0 0.0% Q2 2026 Aug 10, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.01% — -1,250 -100.0% Q3 2026 Oct 05, 2026
Founders Capital Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Richard W. Paul & Associates, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Bernard Wealth Management Corp. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 21, 2026