iSHARES TRUST - IVE

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
ENVESTNET ASSET MANAGEMENT INC History No change 23,349,327 5,301,695 1.25% 1.25% 1 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 16,247,060 3,690,682 0.2% 0.2% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 14,914,723 3,386,537 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 9,632,373 2,187,126 0.49% 0.49% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 9,606,771 2,181,313 0.14% 0.14% 5 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 6,230,043 1,414,593 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,584,194 813,827 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 3,566,472 809,801 0.67% 0.67% 8 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 3,065,888 696,140 0.63% 0.63% 9 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,897,188 657,498 0.13% 0.13% 10 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,209,817 501,761 0.25% 0.25% 11 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 2,129,638 483,556 1.31% 1.31% 12 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 2,020,568 458,790 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 1,811,031 411,213 2.57% 2.57% 14 0 0.0% Q2 2026 Jul 20, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,728,446 392,460 1.88% 1.88% 15 0 0.0% Q2 2026 Sep 23, 2026
MML INVESTORS SERVICES, LLC History No change 1,695,146 384,899 0.79% 0.79% 16 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,655,914 375,984 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,416,262 321,576 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,369,827 311,033 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 1,255,289 285,025 5.35% 5.35% 20 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 1,225,815 278,333 1.05% 1.05% 21 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,225,561 278,275 2.86% 2.86% 22 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,205,298 273,675 0.28% 0.28% 23 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 1,149,138 260,923 0.51% 0.51% 24 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 1,052,224 238,918 0.25% 0.25% 25 0 0.0% Q2 2026 Aug 13, 2026
SOFI WEALTH, LLC History No change 1,038,423 235,784 9.49% 9.49% 26 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 976,621 221,751 0.28% 0.28% 27 0 0.0% Q2 2026 Jul 29, 2026
Bank of New York Mellon Corp History No change 970,074 220,265 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 818,023 185,740 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 808,622 183,605 0.55% 0.55% 30 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 783,942 178,001 0.82% 0.82% 31 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 768,621 174,529 0.51% 0.51% 32 0 0.0% Q2 2026 Aug 04, 2026
Pacific Life Fund Advisors LLC History No change 760,525 172,684 18.98% 18.98% 33 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 758,206 172,158 1.45% 1.45% 34 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 740,561 168,177 7.7% 7.7% 35 0 0.0% Q2 2026 Aug 20, 2026
OSAIC HOLDINGS, INC. History No change 731,726 166,348 0.2% 0.2% 36 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 670,326 152,204 0.15% 0.15% 37 0 0.0% Q2 2026 Aug 05, 2026
JB Capital LLC History No change 663,124 150,568 5.21% 5.21% 38 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 641,496 145,318 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 606,356 137,679 4.16% 4.16% 40 0 0.0% Q2 2026 Jul 31, 2026
LVZ, Inc. History No change 575,983 130,782 13.29% 13.29% 41 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 565,412 128,432 0.71% 0.71% 42 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 535,667 121,629 0.28% 0.28% 43 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 528,705 120,047 0.19% 0.19% 44 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 499,590 113,436 0.55% 0.55% 45 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 477,313 108,378 0.13% 0.13% 46 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 451,033 102,411 0.16% 0.16% 47 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 424,530 96,393 3.5% 3.5% 48 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 422,037 95,827 0.11% 0.11% 49 0 0.0% Q2 2026 Jul 28, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 386,538 87,766 18.94% 18.94% 50 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 376,285 85,439 0.28% 0.28% 51 0 0.0% Q2 2026 Jul 28, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 369,816 83,970 1.1% 1.1% 52 0 0.0% Q2 2026 Jul 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 367,341 83,408 0.62% 0.62% 53 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 342,445 77,755 2.32% 2.32% 54 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 342,003 77,655 0.13% 0.13% 55 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 314,821 73,381 4.33% 4.33% 56 0 0.0% Q2 2026 Aug 10, 2026
Kestra Investment Management, LLC History No change 315,993 71,749 1.39% 1.39% 57 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 311,368 70,698 0.33% 0.33% 58 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 300,302 68,186 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 12, 2026
Probity Advisors, Inc. History No change 297,845 67,628 9.67% 9.67% 60 0 0.0% Q2 2026 Jul 31, 2026
COURIER CAPITAL LLC History No change 295,652 67,130 3.35% 3.35% 61 0 0.0% Q2 2026 Jul 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 289,895 65,830 0.11% 0.11% 62 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 280,304 63,645 0.76% 0.76% 63 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 277,744 63,064 0.67% 0.67% 64 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 276,574 62,798 0.85% 0.85% 65 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 274,431 62,312 0.09% 0.09% 66 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 270,849 61,499 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 12, 2026
AMARILLO NATIONAL BANK History No change 264,601 60,080 9.63% 9.63% 68 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 262,544 59,613 0.36% 0.36% 69 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 261,071 59,278 0.35% 0.35% 70 0 0.0% Q2 2026 Aug 17, 2026
Composition Wealth, LLC History No change 260,233 59,088 0.69% 0.69% 71 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 258,295 58,648 0.59% 0.59% 72 0 0.0% Q2 2026 Jul 28, 2026
Strategic Point Investment Advisors, LLC History No change 249,869 56,735 7.39% 7.39% 73 0 0.0% Q2 2026 Jul 08, 2026
West Wealth Group, LLC History No change 249,298 56,605 9.26% 9.26% 74 0 0.0% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History No change 240,148 54,528 1.18% 1.18% 75 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 232,242 52,732 3.18% 3.18% 76 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 225,327 51,162 0.09% 0.09% 77 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 224,773 51,036 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 215,726 49,246 1.33% 1.32% 79 +14,951 7.45% Q3 2026 Oct 02, 2026
World Investment Advisors History No change 225,386 48,300 0.8% 0.8% 80 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 212,438 48,236 0.28% 0.28% 81 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 209,466 47,561 0.9% 0.9% 82 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 208,543 47,352 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 197,652 44,982 0.18% 0.18% 84 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 197,887 44,932 2.44% 2.44% 85 0 0.0% Q2 2026 Jul 28, 2026
SMITH, MOORE & CO. History No change 197,698 44,889 2.91% 2.91% 86 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 190,486 43,251 0.2% 0.2% 87 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 188,431 42,785 0.71% 0.71% 88 0 0.0% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History No change 187,106 42,484 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 186,708 42,393 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 185,455 42,109 0.14% 0.14% 91 0 0.0% Q2 2026 Jul 28, 2026
Foundation Wealth Management, LLC History No change 184,393 41,868 24.76% 24.76% 92 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 179,309 40,835 3.36% 3.36% 93 0 0.0% Q2 2026 Aug 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 174,363 39,590 1.95% 1.95% 94 0 0.0% Q2 2026 Jul 20, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 173,558 39,407 12.0% 12.0% 95 0 0.0% Q2 2026 Jul 21, 2026
Perigon Wealth Management, LLC History No change 173,159 39,317 0.62% 0.62% 96 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 170,464 38,705 0.44% 0.44% 97 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 169,053 38,385 0.39% 0.39% 98 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 168,907 38,352 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 19, 2026
Beacon Pointe Advisors, LLC History No change 166,410 37,784 0.18% 0.18% 100 0 0.0% Q2 2026 Aug 18, 2026
FINANCIAL LIFE ADVISORS History No change 162,970 37,003 10.52% 10.52% 101 0 0.0% Q2 2026 Jul 28, 2026
McKinley Carter Wealth Services, Inc. History No change 162,551 36,908 1.9% 1.9% 102 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 167,563 36,872 0.06% 0.06% 103 0 0.0% Q2 2026 Jul 15, 2026
Global Retirement Partners, LLC History No change 161,930 36,767 0.56% 0.56% 104 0 0.0% Q2 2026 Aug 06, 2026
Powell Investment Advisors, LLC History No change 158,794 36,055 11.38% 11.38% 105 0 0.0% Q2 2026 Jul 28, 2026
Sharkey, Howes & Javer History No change 158,405 35,967 4.34% 4.34% 106 0 0.0% Q2 2026 Jul 09, 2026
Stone House Investment Management, LLC History No change 157,787 35,827 4.76% 4.76% 107 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 155,184 35,235 0.05% 0.05% 108 0 0.0% Q2 2026 Aug 27, 2026
GREENLEAF TRUST History No change 154,507 35,082 0.34% 0.34% 109 0 0.0% Q2 2026 Jul 21, 2026
Vise Technologies, Inc. History No change 152,586 34,646 0.39% 0.39% 110 0 0.0% Q2 2026 Aug 10, 2026
Berkshire Money Management, Inc. History No change 151,371 34,370 3.14% 3.14% 111 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 148,739 33,772 0.61% 0.61% 112 0 0.0% Q2 2026 Jul 20, 2026
CONDOR CAPITAL MANAGEMENT History No change 148,294 33,671 2.52% 2.52% 113 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 144,325 32,946 0.23% 0.26% 114 -1,583 -1.08% Q3 2026 Oct 08, 2026
TD Waterhouse Canada Inc. History No change 142,664 32,540 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 27, 2026
EWA, LLC History No change 141,770 32,190 5.87% 5.87% 116 0 0.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History No change 141,459 32,119 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 03, 2026
KWMG, LLC History Added to 138,289 31,568 2.28% 2.17% 118 +6,027 4.56% Q3 2026 Oct 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 136,727 31,045 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 136,215 30,928 0.24% 0.24% 120 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 135,394 30,742 0.31% 0.31% 121 0 0.0% Q2 2026 Jul 15, 2026
Thoma Capital Management LLC History No change 132,595 30,107 16.06% 16.06% 122 0 0.0% Q2 2026 Jul 16, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 132,390 30,060 6.82% 6.82% 123 0 0.0% Q2 2026 Aug 10, 2026
Horst & Graben Wealth Management LLC History No change 131,689 30,003 3.95% 3.95% 124 0 0.0% Q2 2026 Jul 22, 2026
SteelPeak Wealth, LLC History No change 131,659 29,894 0.77% 0.77% 125 0 0.0% Q2 2026 Jul 13, 2026
Savant Capital, LLC History No change 129,353 29,688 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 128,927 29,274 0.35% 0.35% 127 0 0.0% Q2 2026 Aug 04, 2026
Praetorian Wealth Management, Inc. History No change 127,752 29,007 5.0% 5.0% 128 0 0.0% Q2 2026 Jul 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 127,156 28,872 0.9% 0.9% 129 0 0.0% Q2 2026 Jul 31, 2026
1834 INVESTMENT ADVISORS CO History No change 125,735 28,549 3.23% 3.23% 130 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 125,271 28,444 0.08% 0.08% 131 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 124,892 28,357 1.41% 1.41% 132 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ALLIANCE, LLC History No change 123,223 27,979 2.34% 2.34% 133 0 0.0% Q2 2026 Aug 11, 2026
Pettinga Financial Advisors LLC History No change 121,132 27,504 4.41% 4.41% 134 0 0.0% Q2 2026 Jul 09, 2026
DDFG, Inc History No change 120,323 27,320 5.42% 5.42% 135 0 0.0% Q2 2026 Jul 28, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 120,237 27,301 3.32% 3.32% 136 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 128,765 27,214 3.4% 3.4% 137 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 119,497 27,132 0.82% 0.82% 138 0 0.0% Q2 2026 Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 119,479 27,129 1.99% 1.99% 139 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 119,410 27,113 3.24% 3.24% 140 0 0.0% Q2 2026 Jul 20, 2026
PAX Financial Group, LLC History No change 118,225 26,844 3.99% 3.99% 141 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 117,262 26,625 0.29% 0.29% 142 0 0.0% Q2 2026 Aug 12, 2026
PLANNING DIRECTIONS INC History No change 115,172 26,150 12.11% 12.11% 143 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 114,906 26,090 0.25% 0.25% 144 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 114,705 26,045 0.22% 0.22% 145 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 112,821 25,617 0.5% 0.5% 146 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 112,262 25,490 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 07, 2026
Security Financial Services, INC. History No change 111,545 25,327 3.51% 3.51% 148 0 0.0% Q2 2026 Jul 15, 2026
NorthRock Partners, LLC History No change 110,052 24,988 0.36% 0.36% 149 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 107,532 24,547 0.71% 0.7% 150 +2,825 2.7% Q3 2026 Oct 08, 2026
One Wealth Advisors, LLC History No change 107,337 24,371 2.69% 2.69% 151 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 107,135 24,326 0.27% 0.27% 152 0 0.0% Q2 2026 Jul 28, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 105,567 23,983 2.42% 2.42% 153 0 0.0% Q2 2026 Sep 02, 2026
WealthPlan Investment Management, LLC History No change 104,898 23,818 1.18% 1.18% 154 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 104,601 23,750 0.27% 0.27% 155 0 0.0% Q2 2026 Aug 12, 2026
Lutz Financial Services LLC History No change 104,312 23,685 1.44% 1.44% 156 0 0.0% Q2 2026 Aug 05, 2026
CAHILL FINANCIAL ADVISORS INC History No change 103,626 23,529 2.26% 2.26% 157 0 0.0% Q2 2026 Aug 11, 2026
Scissortail Wealth Management, LLC History No change 103,271 23,448 4.51% 4.51% 158 0 0.0% Q2 2026 Aug 05, 2026
Per Stirling Capital Management, LLC. History No change 103,240 23,441 2.23% 2.23% 159 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 102,220 23,210 1.15% 1.15% 160 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Services History No change 100,629 22,848 5.88% 5.88% 161 0 0.0% Q2 2026 Aug 05, 2026
Detalus Advisors, LLC History No change 99,890 22,680 4.42% 4.42% 162 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 99,774 22,654 1.81% 1.81% 163 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 98,768 22,426 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 98,546 22,376 0.52% 0.52% 165 0 0.0% Q2 2026 Aug 05, 2026
Signature Wealth Management Partners, LLC History No change 98,481 22,361 10.43% 10.43% 166 0 0.0% Q2 2026 Jul 29, 2026
Mesirow Financial Investment Management, Inc. History No change 97,895 22,227 0.35% 0.35% 167 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 97,220 22,074 0.24% 0.24% 168 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 97,126 22,053 0.46% 0.46% 169 0 0.0% Q2 2026 Jul 29, 2026
SilverOak Wealth Management LLC History No change 97,076 22,042 2.84% 2.84% 170 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 96,026 21,803 0.55% 0.55% 171 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 93,654 21,622 3.39% 3.39% 172 0 0.0% Q2 2026 Jul 17, 2026
MV CAPITAL MANAGEMENT, INC. History No change 94,723 21,507 1.91% 1.91% 173 0 0.0% Q2 2026 Jul 30, 2026
GHP Investment Advisors, Inc. History No change 94,459 21,447 0.79% 0.79% 174 0 0.0% Q2 2026 Jul 17, 2026
ADG Wealth Management Group, LLC History No change 94,015 21,347 13.55% 13.55% 175 0 0.0% Q2 2026 Jul 27, 2026
Narwhal Capital Management History No change 92,784 21,067 1.45% 1.45% 176 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 89,194 20,908 1.56% 1.56% 177 0 0.0% Q2 2026 Jul 29, 2026
Kelly Financial Services LLC History No change 92,005 20,890 4.47% 4.47% 178 0 0.0% Q2 2026 Jul 14, 2026
CULLEN/FROST BANKERS, INC. History No change 91,292 20,728 0.2% 0.2% 179 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 90,951 20,651 0.13% 0.13% 180 0 0.0% Q2 2026 Jul 20, 2026
Apollon Wealth Management, LLC History No change 90,097 20,457 0.25% 0.25% 181 0 0.0% Q2 2026 Jul 22, 2026
SWMG, LLC History No change 88,953 20,453 4.82% 4.82% 182 0 0.0% Q2 2026 Jul 15, 2026
Cosner Financial Group, LLC History No change 178,510 20,295 10.42% 10.42% 183 0 0.0% Q2 2026 Aug 10, 2026
FIRST MERCHANTS CORP History No change 89,149 20,242 0.71% 0.71% 184 0 0.0% Q2 2026 Jul 15, 2026
Waterway Wealth Management, LLC History No change 119,174 20,207 4.13% 4.13% 185 0 0.0% Q2 2026 Jul 13, 2026
BOKF, NA History No change 88,933 20,193 0.28% 0.28% 186 0 0.0% Q2 2026 Aug 10, 2026
BOK Financial Private Wealth, Inc. History No change 88,595 20,116 1.03% 1.03% 187 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 88,156 20,016 0.1% 0.1% 188 0 0.0% Q2 2026 Aug 13, 2026
M1 Capital Management LLC History No change 87,462 19,859 7.33% 7.33% 189 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 84,140 19,553 0.33% 0.33% 190 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 84,140 19,553 0.33% 0.33% 191 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Investment Partners, Inc. History No change 83,521 18,964 0.51% 0.51% 192 0 0.0% Q2 2026 Aug 13, 2026
Elevated Financial Group LLC History No change 83,473 18,953 5.19% 5.19% 193 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 82,585 18,751 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
Matthew Goff Investment Advisor, LLC History No change 82,021 18,623 3.14% 3.14% 195 0 0.0% Q2 2026 Jul 07, 2026
Horizon Wealth Management, LLC History No change 82,004 18,619 2.37% 2.37% 196 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 81,791 18,571 0.32% 0.32% 197 0 0.0% Q2 2026 Jul 21, 2026
Legacy Financial Group LLC History No change 81,347 18,470 2.08% 2.08% 198 0 0.0% Q2 2026 Aug 05, 2026
FIRST HAWAIIAN BANK History No change 81,245 18,447 2.34% 2.34% 199 0 0.0% Q2 2026 Jul 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 81,123 18,419 0.34% 0.34% 200 0 0.0% Q2 2026 Aug 04, 2026
Saiph Capital, LLC History No change 80,907 18,370 5.5% 5.5% 201 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 80,376 18,250 0.95% 0.95% 202 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 80,300 18,233 0.28% 0.28% 203 0 0.0% Q2 2026 Aug 10, 2026
Financial Enhancement Group LLC History Added to 78,827 18,191 2.09% 2.13% 204 +24 0.03% Q3 2026 Oct 08, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 80,099 18,187 1.08% 1.08% 205 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 78,703 17,870 0.07% 0.07% 206 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 78,702 17,870 0.12% 0.12% 207 0 0.0% Q2 2026 Sep 08, 2026
Coppell Advisory Solutions LLC History No change 17 17,629 1.46% 1.46% 208 0 0.0% Q2 2026 Aug 14, 2026
Astoria Strategic Wealth, Inc. History No change 77,387 17,571 4.01% 4.01% 209 0 0.0% Q2 2026 Jul 16, 2026
Blue Edge Capital, LLC History No change 76,736 17,423 2.09% 2.09% 210 0 0.0% Q2 2026 Aug 14, 2026
ONE Advisory Partners, LLC History No change 76,462 17,361 4.73% 4.73% 211 0 0.0% Q2 2026 Jul 21, 2026
INSTRUMENTAL WEALTH, LLC History No change 75,196 17,073 8.64% 8.64% 212 0 0.0% Q2 2026 Jul 16, 2026
MCMORGAN & CO LLC History No change 75,006 17,030 2.56% 2.56% 213 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 74,940 17,015 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 74,927 17,013 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 74,727 16,967 1.98% 1.98% 216 0 0.0% Q2 2026 Aug 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 74,448 16,904 2.23% 2.23% 217 0 0.0% Q2 2026 Aug 14, 2026
RTD Financial Advisors, Inc. History Reduced 73,850 16,858 1.84% 1.85% 218 -684 -0.92% Q3 2026 Oct 09, 2026
Blue Trust, Inc. History No change 73,143 16,607 0.17% 0.17% 219 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 72,687 16,504 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 11, 2026
Independent Solutions Wealth Management, LLC History No change 72,357 16,429 2.14% 2.14% 221 0 0.0% Q2 2026 Jul 29, 2026
Snowden Capital Advisors LLC History No change 72,293 16,414 0.39% 0.39% 222 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 72,069 16,363 0.17% 0.17% 223 0 0.0% Q2 2026 Aug 03, 2026
Plancorp, LLC History No change 69,963 16,153 0.39% 0.39% 224 0 0.0% Q2 2026 Jul 14, 2026
ASSOCIATED BANC-CORP History No change 70,464 15,999 0.38% 0.38% 225 0 0.0% Q2 2026 Jul 31, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 69,947 15,882 0.92% 0.92% 226 0 0.0% Q2 2026 Jul 29, 2026
Trust Point Inc. History No change 69,196 15,711 1.33% 1.33% 227 0 0.0% Q2 2026 Jul 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 69,004 15,668 0.19% 0.19% 228 0 0.0% Q2 2026 Aug 07, 2026
Scarborough Advisors, LLC History No change 68,244 15,609 1.79% 1.79% 229 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 68,690 15,596 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 13, 2026
Occidental Asset Management, LLC History No change 67,373 15,297 1.52% 1.52% 231 0 0.0% Q2 2026 Aug 07, 2026
Lansing Street Advisors History No change 66,848 15,178 3.22% 3.22% 232 0 0.0% Q2 2026 Jul 24, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 65,995 15,172 6.41% 6.41% 233 0 0.0% Q2 2026 Jul 14, 2026
Cypress Wealth Services, LLC History No change 66,607 15,123 1.86% 1.86% 234 0 0.0% Q2 2026 Jul 10, 2026
Texas Capital Bank Wealth Management Services Inc History No change 66,483 15,095 0.81% 0.81% 235 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 66,271 15,047 0.34% 0.34% 236 0 0.0% Q2 2026 Jul 28, 2026
SACKS & ASSOCIATES, LLC History Reduced 65,210 14,886 10.39% 10.66% 237 -2,973 -4.36% Q3 2026 Oct 09, 2026
Alesco Advisors, LLC, An ESL Co History No change 64,746 14,701 0.34% 0.34% 238 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 64,273 14,593 0.59% 0.59% 239 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 64,144 14,564 0.57% 0.57% 240 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 64,123 14,559 0.22% 0.22% 241 0 0.0% Q2 2026 Aug 05, 2026
Laird Norton Wetherby Trust Company, LLC History No change 63,100 14,327 0.28% 0.28% 242 0 0.0% Q2 2026 Aug 14, 2026
Bank Pictet & Cie (Europe) AG History No change 62,947 14,292 0.28% 0.28% 243 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 61,981 14,251 0.75% 0.75% 244 0 0.0% Q2 2026 Jul 22, 2026
Invst, LLC History No change 62,392 14,166 1.38% 1.38% 245 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 62,242 14,132 0.07% 0.07% 246 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 62,103 14,101 0.1% 0.1% 247 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 62,015 14,093 2.98% 2.98% 248 0 0.0% Q2 2026 Jul 31, 2026
BKM Wealth Management, LLC History No change 61,664 14,001 4.96% 4.96% 249 0 0.0% Q2 2026 Jul 29, 2026
McNaughton Wealth Management, LLC History Added to 60,879 13,897 4.86% 4.82% 250 +1,087 1.82% Q3 2026 Oct 08, 2026
Mutual Advisors, LLC History No change 61,178 13,891 0.26% 0.26% 251 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 60,974 13,844 3.19% 3.19% 252 0 0.0% Q2 2026 Jul 28, 2026
Amundi History No change 59,900 13,600 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 59,282 13,460 0.43% 0.43% 254 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 57,215 12,991 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
American Wealth Advisors, LLC History No change 56,865 12,911 12.12% 12.12% 256 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 56,547 12,839 1.11% 1.11% 257 0 0.0% Q2 2026 Jul 09, 2026
Vestmark Advisory Solutions, Inc. History No change 55,958 12,705 0.12% 0.12% 258 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Management, LLC History No change 55,706 12,648 4.32% 4.32% 259 0 0.0% Q2 2026 Jul 07, 2026
Ancora Advisors LLC History No change 54,668 12,412 0.24% 0.24% 260 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 54,577 12,392 1.9% 1.9% 261 0 0.0% Q2 2026 Aug 12, 2026
LPWM LLC History No change 54,315 12,332 2.74% 2.74% 262 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, LLC History No change 54,222 12,311 1.8% 1.8% 263 0 0.0% Q2 2026 Jul 29, 2026
AtlasMark Financial, Inc History No change 53,513 12,150 5.98% 5.98% 264 0 0.0% Q2 2026 Aug 17, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 53,496 12,146 7.39% 7.39% 265 0 0.0% Q2 2026 Aug 06, 2026
Nvest Financial, LLC History No change 52,578 11,938 3.77% 3.77% 266 0 0.0% Q2 2026 Jul 30, 2026
Prosperity Planning, Inc. History Reduced 51,963 11,862 2.63% 2.75% 267 -882 -1.67% Q3 2026 Oct 08, 2026
MMA ASSET MANAGEMENT LLC History No change 52,215 11,855 3.77% 3.77% 268 0 0.0% Q2 2026 Aug 04, 2026
Acropolis Investment Management, LLC History Reduced 51,739 11,811 0.47% 0.47% 269 -439 -0.84% Q3 2026 Oct 08, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 51,933 11,792 2.87% 2.87% 270 0 0.0% Q2 2026 Aug 14, 2026
Michelson Medical Research Foundation, Inc. History No change 51,905 11,785 10.89% 10.89% 271 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 51,641 11,725 0.22% 0.22% 272 0 0.0% Q2 2026 Aug 12, 2026
Broadview Financial Management, LLC History No change 51,478 11,688 7.14% 7.14% 273 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 51,283 11,644 1.7% 1.7% 274 0 0.0% Q2 2026 Aug 14, 2026
LMG Wealth Partners, LLC History No change 50,152 11,387 1.82% 1.82% 275 0 0.0% Q2 2026 Aug 12, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 53,933 11,387 6.48% 6.48% 276 0 0.0% Q2 2026 Aug 19, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 50,066 11,367 2.1% 2.1% 277 0 0.0% Q2 2026 Aug 06, 2026
Hobbs Wealth Management, LLC History No change 49,504 11,240 9.5% 9.5% 278 0 0.0% Q2 2026 Aug 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 49,433 11,224 2.54% 2.54% 279 0 0.0% Q2 2026 Aug 13, 2026
Wescott Financial Advisory Group, LLC History No change 49,164 11,163 0.86% 0.86% 280 0 0.0% Q2 2026 Aug 04, 2026
GTS SECURITIES LLC History No change 49,020 11,130 0.23% 0.23% 281 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisors Network, Inc. History No change 48,603 11,035 1.35% 1.35% 282 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 48,163 10,935 3.04% 3.04% 283 0 0.0% Q2 2026 Aug 10, 2026
Rodgers & Associates, LTD History No change 48,150 10,932 0.99% 0.99% 284 0 0.0% Q2 2026 Jul 21, 2026
IFG Advisory, LLC History No change 47,861 10,867 0.38% 0.38% 285 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History No change 47,464 10,777 2.25% 2.25% 286 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 47,422 10,767 1.04% 1.04% 287 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 47,295 10,738 0.07% 0.07% 288 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 46,961 10,662 1.41% 1.41% 289 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 46,123 10,472 0.48% 0.48% 290 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 45,935 10,430 0.63% 0.63% 291 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 45,471 10,324 0.02% 0.02% 292 0 0.0% Q2 2026 Jul 30, 2026
VestGen Advisors, LLC History No change 45,369 10,301 0.3% 0.3% 293 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 45,177 10,257 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 45,065 10,232 0.24% 0.24% 295 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 44,602 10,127 0.11% 0.11% 296 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 44,203 10,037 1.01% 1.01% 297 0 0.0% Q2 2026 Jul 16, 2026
SigFig Wealth Management, LLC History Added to 43,794 9,997 0.25% 0.26% 298 +998 2.33% Q3 2026 Oct 07, 2026
DT Investment Partners, LLC History No change 43,950 9,979 0.74% 0.74% 299 0 0.0% Q2 2026 Jul 27, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 43,904 9,968 3.21% 3.21% 300 0 0.0% Q2 2026 Jul 15, 2026
Traynor Capital Management, Inc. History No change 43,448 9,865 0.45% 0.45% 301 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 42,969 9,756 0.2% 0.2% 302 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 42,873 9,734 0.56% 0.56% 303 0 0.0% Q2 2026 Jul 15, 2026
TSA Wealth Managment LLC History No change 42,476 9,644 2.73% 2.73% 304 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 41,967 9,529 0.15% 0.15% 305 0 0.0% Q2 2026 Aug 10, 2026
Maia Wealth LLC History No change 41,971 9,529 1.4% 1.4% 306 0 0.0% Q2 2026 Jul 28, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 41,936 9,522 2.24% 2.24% 307 0 0.0% Q2 2026 Jul 16, 2026
FAS Wealth Partners, Inc. History No change 41,839 9,500 0.49% 0.49% 308 0 0.0% Q2 2026 Jul 29, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 41,803 9,491 0.51% 0.51% 309 0 0.0% Q2 2026 Aug 10, 2026
BANK OF STOCKTON History No change 41,356 9,390 2.64% 2.64% 310 0 0.0% Q2 2026 Jul 29, 2026
A4 Wealth Advisors LLC History No change 41,339 9,386 6.22% 6.22% 311 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 41,213 9,357 0.91% 0.91% 312 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 41,182 9,350 0.32% 0.32% 313 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 40,629 9,225 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History Reduced 40,280 9,208 2.09% 2.45% 315 -1,766 -4.2% Q3 2026 Oct 08, 2026
MATHER GROUP, LLC. History No change 40,085 9,101 0.08% 0.08% 316 0 0.0% Q2 2026 Jul 27, 2026
Daviman Financial, LLC History No change 40,052 9,094 5.02% 5.02% 317 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 39,372 8,939 0.05% 0.05% 318 0 0.0% Q2 2026 Jul 29, 2026
SEI INVESTMENTS CO History No change 39,364 8,937 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 39,329 8,930 0.75% 0.75% 320 0 0.0% Q2 2026 Jul 07, 2026
UMB Bank, n.a. History No change 39,187 8,897 0.11% 0.11% 321 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 39,049 8,866 0.03% 0.03% 322 0 0.0% Q2 2026 Aug 14, 2026
Centerpoint Advisors, LLC History No change 38,359 8,710 2.47% 2.47% 323 0 0.0% Q2 2026 Aug 05, 2026
Polaris Investment Advisors, LLC History No change 37,775 8,577 5.49% 5.49% 324 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 37,722 8,565 0.05% 0.05% 325 0 0.0% Q2 2026 Aug 11, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 37,588 8,534 3.45% 3.45% 326 0 0.0% Q2 2026 Aug 12, 2026
Soltis Investment Advisors LLC History No change 37,361 8,483 0.47% 0.47% 327 0 0.0% Q2 2026 Jul 31, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 36,973 8,395 0.12% 0.12% 328 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 36,930 8,385 0.26% 0.26% 329 0 0.0% Q2 2026 Jul 09, 2026
Adirondack Capital Advisors, LLC History Added to 36,546 8,342 4.31% 4.36% 330 +703 1.96% Q3 2026 Oct 09, 2026
Kilter Group LLC History No change 36,511 8,290 3.0% 3.0% 331 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 39,155 8,267 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
YHB Investment Advisors, Inc. History Added to 36,157 8,253 0.52% 0.52% 333 +140 0.39% Q3 2026 Oct 08, 2026
49 WEALTH MANAGEMENT, LLC History No change 36,217 8,223 1.57% 1.57% 334 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 36,217 8,223 1.57% 1.57% 335 0 0.0% Q2 2026 Aug 14, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 36,049 8,185 2.31% 2.31% 336 0 0.0% Q2 2026 Jul 24, 2026
Lantz Financial LLC History No change 35,348 8,026 1.47% 1.47% 337 0 0.0% Q2 2026 Jul 09, 2026
Willis Johnson & Associates, Inc. History No change 35,308 8,016 0.45% 0.45% 338 0 0.0% Q2 2026 Aug 13, 2026
LiftPoint Family Wealth Advisors LLC History No change 35,195 7,991 5.41% 5.41% 339 0 0.0% Q2 2026 Aug 05, 2026
Advyzon Investment Management, LLC History No change 35,059 7,960 0.58% 0.58% 340 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 34,482 7,858 0.25% 0.25% 341 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 34,597 7,855 0.0% 0.0% 342 0 0.0% Q2 2026 Sep 02, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 33,894 7,696 0.19% 0.19% 343 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 33,886 7,694 0.19% 0.19% 344 0 0.0% Q2 2026 Jul 29, 2026
Tradition Wealth Management, LLC History No change 33,751 7,663 0.47% 0.47% 345 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 33,546 7,616 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 33,356 7,573 0.45% 0.45% 347 0 0.0% Q2 2026 Jul 29, 2026
SCS Capital Management LLC History No change 33,199 7,538 0.07% 0.07% 348 0 0.0% Q2 2026 Aug 06, 2026
Banco Santander, S.A. History No change 32,949 7,481 0.05% 0.05% 349 0 0.0% Q2 2026 Jul 29, 2026
Petersen Hastings Wealth Advisors Inc. History No change 32,930 7,477 0.63% 0.63% 350 0 0.0% Q2 2026 Jul 17, 2026
SAX WEALTH ADVISORS, LLC History No change 34,897 7,368 0.3% 0.3% 351 0 0.0% Q2 2026 Jul 09, 2026
Koss-Olinger Consulting, LLC History No change 32,425 7,362 0.57% 0.57% 352 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Reduced 32,166 7,342 0.2% 0.27% 353 -11,565 -26.45% Q3 2026 Oct 08, 2026
ETF Portfolio Partners, Inc. History No change 32,248 7,322 1.74% 1.74% 354 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 32,168 7,304 0.37% 0.37% 355 0 0.0% Q2 2026 Jul 16, 2026
Landing Point Financial Group, LLC History No change 32,162 7,302 2.48% 2.48% 356 0 0.0% Q2 2026 Aug 06, 2026
VICUS CAPITAL History No change 32,111 7,291 0.47% 0.47% 357 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 31,447 7,255 0.91% 0.91% 358 0 0.0% Q2 2026 Jul 29, 2026
SAPIENT CAPITAL LLC History Reduced 31,193 7,120 0.1% 0.09% 359 -54 -0.17% Q3 2026 Oct 08, 2026
BLAIR WILLIAM & CO/IL History No change 31,155 7,074 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 31,033 7,046 0.09% 0.09% 361 0 0.0% Q2 2026 Aug 14, 2026
Advus Financial Partners, LLC History No change 31,021 7,043 2.01% 2.01% 362 0 0.0% Q2 2026 Oct 02, 2026
UPTICK PARTNERS, LLC History No change 30,955 7,028 1.09% 1.09% 363 0 0.0% Q2 2026 Aug 10, 2026
EQUITABLE TRUST CO History No change 30,874 7,010 0.29% 0.29% 364 0 0.0% Q2 2026 Jul 23, 2026
Financial Synergies Wealth Advisors, Inc. History No change 30,845 7,003 0.59% 0.59% 365 0 0.0% Q2 2026 Jul 17, 2026
Carmel Capital Partners, LLC History No change 30,747 6,981 2.3% 2.3% 366 0 0.0% Q2 2026 Jul 29, 2026
Carbahal Olsen Financial Services Group, LLC History No change 30,742 6,980 4.85% 4.85% 367 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 30,013 6,926 0.09% 0.04% 368 +18,898 170.02% Q3 2026 Oct 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 30,046 6,822 0.19% 0.19% 369 0 0.0% Q2 2026 Aug 10, 2026
5T Wealth, LLC History No change 30,036 6,819 2.54% 2.54% 370 0 0.0% Q2 2026 Jul 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 29,400 6,675 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 29,249 6,641 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History No change 29,079 6,638 0.73% 0.78% 373 0 0.0% Q3 2026 Oct 07, 2026
BROWN ADVISORY INC History No change 28,874 6,556 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 28,622 6,498 2.66% 2.66% 375 0 0.0% Q2 2026 Jul 21, 2026
Hoxton Planning & Management, LLC History No change 28,564 6,485 1.69% 1.69% 376 0 0.0% Q2 2026 Jul 16, 2026
Portfolio Resources Advisor Group, Inc. History No change 28,421 6,453 5.46% 5.46% 377 0 0.0% Q2 2026 Jul 29, 2026
FFG RETIREMENT ADVISORS LLC History No change 28,331 6,432 3.4% 3.4% 378 0 0.0% Q2 2026 Jul 09, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 27,975 6,351 0.61% 0.61% 379 0 0.0% Q2 2026 Jul 22, 2026
Balefire, LLC History Added to 27,711 6,325 0.99% 0.6% 380 +11,629 72.31% Q3 2026 Oct 09, 2026
Prospera Financial Services Inc History No change 27,814 6,316 0.09% 0.09% 381 0 0.0% Q2 2026 Jul 15, 2026
Shared Vision Wealth Group LLC History No change 27,711 6,292 2.16% 2.16% 382 0 0.0% Q2 2026 Jul 31, 2026
Tortoise Investment Management, LLC History No change 27,450 6,232 0.46% 0.46% 383 0 0.0% Q2 2026 Aug 07, 2026
Falcon Wealth Planning History No change 27,180 6,171 0.39% 0.39% 384 0 0.0% Q2 2026 Jul 13, 2026
Tilson Financial Group, Inc. History No change 27,101 6,153 1.69% 1.69% 385 0 0.0% Q2 2026 Jul 27, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 26,954 6,120 1.53% 1.53% 386 0 0.0% Q2 2026 Jul 24, 2026
W ADVISORS, LLC History No change 26,920 6,112 2.78% 2.78% 387 0 0.0% Q2 2026 Jul 31, 2026
Centurion Wealth Management LLC History No change 26,854 6,097 1.46% 1.46% 388 0 0.0% Q2 2026 Jul 09, 2026
First Heartland Consultants, Inc. History Reduced 26,432 6,033 0.4% 0.39% 389 -187 -0.7% Q3 2026 Oct 08, 2026
Ascent Wealth Partners, LLC History No change 26,537 6,025 0.6% 0.6% 390 0 0.0% Q2 2026 Jul 31, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 26,449 6,005 2.12% 2.12% 391 0 0.0% Q2 2026 Jul 30, 2026
VERUS CAPITAL PARTNERS, LLC History No change 26,443 6,004 0.33% 0.33% 392 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 26,391 5,992 0.1% 0.1% 393 0 0.0% Q2 2026 Jul 17, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 26,320 5,976 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 26,285 5,968 1.19% 1.19% 395 0 0.0% Q2 2026 Jul 22, 2026
LaSalle St. Investment Advisors, LLC History No change 25,933 5,888 0.72% 0.72% 396 0 0.0% Q2 2026 Aug 11, 2026
PEOPLES BANK /OH History No change 25,928 5,887 3.03% 3.03% 397 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Consulting Group, LLC History No change 25,758 5,848 0.22% 0.22% 398 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC FINANCIAL GROUP INC History No change 25,598 5,812 2.79% 2.79% 399 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History Added to 25,256 5,765 3.05% 3.04% 400 +987 4.07% Q3 2026 Oct 07, 2026
Chatterton & Associates Inc. History No change 25,023 5,753 3.39% 3.39% 401 0 0.0% Q2 2026 Jul 14, 2026
B. Riley Wealth Advisors, Inc. History No change 25,265 5,739 0.31% 0.31% 402 0 0.0% Q2 2026 Jul 14, 2026
Yanni & Associates Investment Advisors, LLC History No change 25,191 5,719 5.28% 5.28% 403 0 0.0% Q2 2026 Jul 08, 2026
SONATA CAPITAL GROUP INC History No change 25,076 5,693 1.84% 1.84% 404 0 0.0% Q2 2026 Jul 24, 2026
FIRST FOUNDATION ADVISORS History No change 25,016 5,680 0.2% 0.2% 405 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 24,950 5,665 0.03% 0.03% 406 0 0.0% Q2 2026 Jul 17, 2026
FLAGSTAR SECURITIES, INC History No change 24,877 5,648 1.71% 1.71% 407 0 0.0% Q2 2026 Jul 15, 2026
Alpine Bank Wealth Management History No change 24,874 5,647 0.72% 0.72% 408 0 0.0% Q2 2026 Aug 07, 2026
Clarus Wealth Advisors History No change 24,583 5,627 2.17% 2.17% 409 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 24,581 5,581 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 06, 2026
B.O.S.S. Retirement Advisors, LLC History No change 24,584 5,581 1.51% 1.51% 411 0 0.0% Q2 2026 Jul 20, 2026
INVESTMENT PARTNERS, LTD. History No change 24,487 5,560 1.74% 1.74% 412 0 0.0% Q2 2026 Aug 04, 2026
Hopwood Nicholas Hunter History No change 24,417 5,544 1.52% 1.52% 413 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 24,404 5,541 0.11% 0.11% 414 0 0.0% Q2 2026 Jul 15, 2026
Saxony Capital Management, LLC History No change 24,392 5,538 2.54% 2.54% 415 0 0.0% Q2 2026 Jul 15, 2026
Old Mission Investment Co LLC History No change 24,139 5,480 1.14% 1.14% 416 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 23,853 5,416 0.11% 0.11% 417 0 0.0% Q2 2026 Aug 14, 2026
Resolute Wealth Strategies, LLC History No change 23,770 5,397 2.09% 2.09% 418 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 23,591 5,356 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 11, 2026
Stenger Family Office, LLC History No change 23,534 5,343 0.85% 0.85% 420 0 0.0% Q2 2026 Jul 13, 2026
Barnes Wealth Management Group, Inc History No change 23,460 5,326 2.46% 2.46% 421 0 0.0% Q2 2026 Jul 24, 2026
CFS Investment Advisory Services, LLC History No change 22,793 5,246 0.35% 0.35% 422 0 0.0% Q2 2026 Jul 16, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 22,986 5,219 2.34% 2.34% 423 0 0.0% Q2 2026 Jul 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 22,921 5,204 0.07% 0.07% 424 0 0.0% Q2 2026 Jul 24, 2026
Strategic Blueprint, LLC History No change 22,916 5,203 0.26% 0.26% 425 0 0.0% Q2 2026 Jul 23, 2026
Quotient Wealth Partners, LLC History No change 22,845 5,187 0.12% 0.12% 426 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 22,828 5,183 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 14, 2026
MSH Capital Advisors LLC History No change 22,720 5,158 0.9% 0.9% 428 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 22,609 5,133 1.39% 1.39% 429 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 22,587 5,128 0.53% 0.53% 430 0 0.0% Q2 2026 Jul 16, 2026
Calamos Advisors LLC History No change 22,531 5,115 0.02% 0.02% 431 0 0.0% Q2 2026 Jul 31, 2026
National Philanthropic Trust History No change 22,475 5,103 0.07% 0.07% 432 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 22,064 5,009 3.32% 3.32% 433 0 0.0% Q2 2026 Aug 05, 2026
Avestar Capital, LLC History No change 21,888 4,969 0.28% 0.28% 434 0 0.0% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History No change 21,787 4,946 0.12% 0.12% 435 0 0.0% Q2 2026 Jul 27, 2026
Cranbrook Wealth Management, LLC History No change 21,775 4,944 0.93% 0.93% 436 0 0.0% Q2 2026 Aug 06, 2026
Sterling Financial Planning, Inc. History No change 21,679 4,922 1.34% 1.34% 437 0 0.0% Q2 2026 Aug 11, 2026
Stordahl Capital Management, Inc. History No change 21,404 4,860 0.89% 0.89% 438 0 0.0% Q2 2026 Jul 14, 2026
KICKSTAND VENTURES, LLC. History No change 21,242 4,823 0.88% 0.88% 439 0 0.0% Q2 2026 Jul 30, 2026
Redwood Investment Management, LLC History No change 21,136 4,799 0.48% 0.48% 440 0 0.0% Q2 2026 Aug 14, 2026
THEORY FINANCIAL LLC History No change 21,138 4,799 1.51% 1.51% 441 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 21,045 4,778 0.33% 0.33% 442 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 20,921 4,750 0.16% 0.16% 443 0 0.0% Q2 2026 Jul 31, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 20,914 4,748 2.0% 2.0% 444 0 0.0% Q2 2026 Jul 13, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 20,864 4,737 1.98% 1.98% 445 0 0.0% Q2 2026 Jul 14, 2026
ARWA LLC History No change 20,303 4,717 1.96% 1.96% 446 0 0.0% Q2 2026 Jul 24, 2026
EDGAR LOMAX CO/VA History No change 20,740 4,709 0.35% 0.35% 447 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 20,722 4,705 0.48% 0.48% 448 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 20,686 4,692 0.19% 0.19% 449 0 0.0% Q2 2026 Aug 05, 2026
WealthPoint Financial, LLC History No change 20,661 4,691 3.42% 3.42% 450 0 0.0% Q2 2026 Aug 06, 2026
Venturi Wealth Management, LLC History No change 20,622 4,682 0.18% 0.18% 451 0 0.0% Q2 2026 Jul 20, 2026
Guardian Wealth Advisors, LLC History No change 20,607 4,678 2.34% 2.34% 452 0 0.0% Q2 2026 Aug 05, 2026
Integrity Advisory Solutions, LLC History No change 20,372 4,625 0.48% 0.48% 453 0 0.0% Q2 2026 Jul 31, 2026
Davis Wealth Advisors, LLC History No change 20,257 4,599 3.56% 3.56% 454 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 20,195 4,585 0.94% 0.94% 455 0 0.0% Q2 2026 Jul 24, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 19,874 4,512 2.23% 2.23% 456 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 19,815 4,499 0.52% 0.52% 457 0 0.0% Q2 2026 Jul 13, 2026
a16z Perennial Management, L.P. History No change 19,804 4,496 0.36% 0.36% 458 0 0.0% Q2 2026 Jul 24, 2026
Valor Advisors LLC History No change 19,772 4,489 3.31% 3.31% 459 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 19,669 4,465 0.07% 0.07% 460 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 19,521 4,432 0.04% 0.04% 461 0 0.0% Q2 2026 Aug 05, 2026
HANCOCK WHITNEY CORP History No change 19,498 4,427 0.07% 0.07% 462 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 19,466 4,419 1.15% 1.15% 463 0 0.0% Q2 2026 Jul 28, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 19,426 4,410 1.35% 1.35% 464 0 0.0% Q2 2026 Jul 29, 2026
Anson Capital, Inc. History No change 19,385 4,401 2.86% 2.86% 465 0 0.0% Q2 2026 Jul 29, 2026
WESBANCO BANK INC History No change 19,347 4,392 0.11% 0.11% 466 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 19,224 4,365 0.08% 0.08% 467 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 19,031 4,363 0.09% 0.09% 468 0 0.0% Q2 2026 Jul 29, 2026
Lighthouse Financial LLC History No change 19,160 4,350 2.26% 2.26% 469 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 19,058 4,327 0.15% 0.15% 470 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 19,037 4,322 0.26% 0.26% 471 0 0.0% Q2 2026 Jul 16, 2026
Glen Eagle Advisors, LLC History No change 18,974 4,308 0.54% 0.54% 472 0 0.0% Q2 2026 Aug 14, 2026
ROGCO, LP History No change 18,926 4,297 1.32% 1.32% 473 0 0.0% Q2 2026 Jul 30, 2026
O'Connor Financial Group LLC History No change 18,914 4,294 1.52% 1.52% 474 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 18,862 4,282 0.14% 0.14% 475 0 0.0% Q2 2026 Jul 17, 2026
HAZLETT, BURT & WATSON, INC. History No change 18,697 4,246 1.13% 1.13% 476 0 0.0% Q2 2026 Jul 30, 2026
Investment Advisory Group, LLC History No change 18,659 4,236 0.92% 0.92% 477 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 18,620 4,227 0.09% 0.09% 478 0 0.0% Q2 2026 Aug 14, 2026
Hudson Capital Management LLC History No change 18,571 4,216 1.02% 1.02% 479 0 0.0% Q2 2026 Jul 14, 2026
HRT FINANCIAL LP History No change 18,500 4,200 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 18,493 4,199 0.16% 0.16% 481 0 0.0% Q2 2026 Aug 17, 2026
Pines Wealth Management, LLC History No change 18,408 4,179 1.2% 1.2% 482 0 0.0% Q2 2026 Jul 22, 2026
BETO FINANCIAL GROUP, LLC History No change 18,136 4,166 2.19% 2.19% 483 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 18,322 4,160 0.11% 0.11% 484 0 0.0% Q2 2026 Aug 04, 2026
Sage Investment Advisers LLC History No change 18,244 4,142 2.79% 2.79% 485 0 0.0% Q2 2026 Jul 09, 2026
BLALOCK WILLIAMS, LLC History No change 18,228 4,138 2.68% 2.68% 486 0 0.0% Q2 2026 Aug 07, 2026
SFI Advisors, LLC History No change 18,219 4,136 3.57% 3.57% 487 0 0.0% Q2 2026 Jul 27, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 18,126 4,115 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 10, 2026
Alta Wealth Advisors LLC History No change 18,052 4,098 1.11% 1.11% 489 0 0.0% Q2 2026 Jul 30, 2026
Asset Dedication, LLC History No change 17,973 4,080 0.26% 0.26% 490 0 0.0% Q2 2026 Jul 30, 2026
Bare Financial Services, Inc History No change 17,853 4,053 0.93% 0.93% 491 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 17,827 4,047 0.65% 0.65% 492 0 0.0% Q2 2026 Aug 04, 2026
Clear Creek Financial Management, LLC History No change 17,824 4,047 0.26% 0.26% 493 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 17,678 4,013 0.13% 0.13% 494 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 17,616 3,999 0.19% 0.19% 495 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Family Advisors, LLC History No change 17,572 3,989 1.67% 1.67% 496 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 17,418 3,955 0.28% 0.28% 497 0 0.0% Q2 2026 Jul 09, 2026
Gemmer Asset Management LLC History No change 17,231 3,912 0.26% 0.26% 498 0 0.0% Q2 2026 Jul 15, 2026
XY Planning Network, Inc. History No change 17,182 3,901 0.49% 0.49% 499 0 0.0% Q2 2026 Jul 14, 2026
Hanson & Doremus Investment Management History No change 17,050 3,871 0.39% 0.39% 500 0 0.0% Q2 2026 Jul 29, 2026
LifePlan Investment Advisors, Inc. History No change 16,913 3,840 1.32% 1.32% 501 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 16,631 3,776 0.05% 0.05% 502 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 16,619 3,773 0.06% 0.06% 503 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,611 3,771 0.07% 0.07% 504 0 0.0% Q2 2026 Jul 15, 2026
Golden State Wealth Management, LLC History No change 16,372 3,717 0.34% 0.34% 505 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 16,365 3,715 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
Gray Private Wealth, LLC History No change 16,285 3,697 1.6% 1.6% 507 0 0.0% Q2 2026 Jul 24, 2026
RKL Wealth Management LLC History No change 16,280 3,696 0.29% 0.29% 508 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 16,259 3,691 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 16,112 3,658 0.04% 0.04% 510 0 0.0% Q2 2026 Aug 04, 2026
Stegner Investment Associates Inc. History No change 16,086 3,652 1.74% 1.74% 511 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 16,039 3,641 0.08% 0.08% 512 0 0.0% Q2 2026 Aug 03, 2026
WealthPLAN Partners, LLC History No change 15,971 3,626 0.69% 0.69% 513 0 0.0% Q2 2026 Jul 28, 2026
Sequent Asset Management, LLC History No change 15,964 3,624 1.53% 1.53% 514 0 0.0% Q2 2026 Jul 21, 2026
G&S Capital LLC History No change 15,864 3,602 1.04% 1.04% 515 0 0.0% Q2 2026 Jul 10, 2026
ZENITH SOLUTIONS, INC. History No change 15,621 3,547 3.21% 3.21% 516 0 0.0% Q2 2026 Aug 03, 2026
Coign Capital Advisors LLC History No change 15,549 3,530 1.59% 1.59% 517 0 0.0% Q2 2026 Jul 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 15,460 3,510 0.17% 0.17% 518 0 0.0% Q2 2026 Jul 23, 2026
Nolet Wealth Management, LLC History No change 15,425 3,502 1.93% 1.93% 519 0 0.0% Q2 2026 Jul 10, 2026
BCU Wealth Advisors, LLC History No change 15,379 3,492 1.16% 1.16% 520 0 0.0% Q2 2026 Jul 14, 2026
Trail Ridge Investment Advisors, LLC History No change 15,265 3,466 1.46% 1.46% 521 0 0.0% Q2 2026 Aug 13, 2026
SIMA Wealth Partners, LLC History No change 15,138 3,437 2.44% 2.44% 522 0 0.0% Q2 2026 Jul 28, 2026
Peregrine Asset Advisers, Inc. History No change 15,129 3,435 0.74% 0.74% 523 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Management, Inc. History No change 15,126 3,434 1.05% 1.05% 524 0 0.0% Q2 2026 Jul 15, 2026
Grey Ledge Advisors, LLC History No change 15,114 3,431 0.69% 0.69% 525 0 0.0% Q2 2026 Jul 27, 2026
Garde Capital, Inc. History No change 15,042 3,415 0.15% 0.15% 526 0 0.0% Q2 2026 Jul 31, 2026
Valeo Financial Advisors, LLC History Reduced 14,945 3,411 0.07% 0.09% 527 -2,848 -16.01% Q3 2026 Oct 08, 2026
Summit Investment Advisory Services, LLC History No change 15,024 3,411 0.86% 0.86% 528 0 0.0% Q2 2026 Jul 24, 2026
FIRST CITIZENS BANK & TRUST CO History No change 15,020 3,410 0.05% 0.05% 529 0 0.0% Q2 2026 Jul 13, 2026
FORM Wealth Advisors, LLC History No change 14,848 3,371 0.37% 0.37% 530 0 0.0% Q2 2026 Jul 10, 2026
Seneca House Advisors History No change 14,758 3,350 1.18% 1.18% 531 0 0.0% Q2 2026 Jul 31, 2026
Gryphon Financial Partners LLC History No change 14,575 3,309 0.29% 0.29% 532 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 14,562 3,306 0.17% 0.17% 533 0 0.0% Q2 2026 Jul 23, 2026
Vantage Point Financial LLC History No change 14,369 3,262 0.99% 0.99% 534 0 0.0% Q2 2026 Aug 14, 2026
St. Clair Advisors, LLC History No change 14,189 3,221 0.83% 0.83% 535 0 0.0% Q2 2026 Jul 06, 2026
Interchange Capital Partners, LLC History No change 14,041 3,188 0.6% 0.6% 536 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 13,990 3,176 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 03, 2026
PGIM Custom Harvest LLC History No change 13,974 3,172 0.04% 0.04% 538 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 13,875 3,165 0.85% 0.85% 539 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History No change 13,930 3,162 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,824 3,138 0.04% 0.04% 541 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 13,785 3,130 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 13,752 3,122 0.02% 0.02% 543 0 0.0% Q2 2026 Jul 24, 2026
J.M. Arbour, LLC History No change 13,712 3,113 2.68% 2.68% 544 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 13,634 3,095 0.35% 0.35% 545 0 0.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History No change 13,621 3,092 0.08% 0.08% 546 0 0.0% Q2 2026 Jul 07, 2026
Marin Bay Wealth Advisors, LLC History No change 13,612 3,090 1.66% 1.66% 547 0 0.0% Q2 2026 Aug 10, 2026
SWP FINANCIAL LLC History No change 13,548 3,076 1.42% 1.42% 548 0 0.0% Q2 2026 Jul 24, 2026
BANK OF HAWAII History No change 13,338 3,028 0.15% 0.15% 549 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 13,330 3,026 1.09% 1.09% 550 0 0.0% Q2 2026 Aug 07, 2026
Florin Court Capital LLP History No change 13,300 3,019 4.93% 4.93% 551 0 0.0% Q2 2026 Aug 04, 2026
Truepoint, Inc. History No change 13,283 3,016 0.06% 0.06% 552 0 0.0% Q2 2026 Jul 31, 2026
Wellspring Financial Advisors, LLC History No change 13,220 3,001 0.2% 0.2% 553 0 0.0% Q2 2026 Jul 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 13,172 2,990 1.37% 1.37% 554 0 0.0% Q2 2026 Aug 13, 2026
BRAVE ASSET MANAGEMENT INC History No change 13,152 2,986 0.64% 0.64% 555 0 0.0% Q2 2026 Jul 08, 2026
GenWealth Group, Inc. History No change 12,948 2,939 0.46% 0.46% 556 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 12,914 2,932 0.91% 0.91% 557 0 0.0% Q2 2026 Jul 30, 2026
PCM Encore, LLC History No change 12,899 2,928 0.51% 0.51% 558 0 0.0% Q2 2026 Aug 11, 2026
Capital Square, LLC History No change 12,649 2,915 1.28% 1.28% 559 0 0.0% Q2 2026 Aug 12, 2026
Heck Capital Advisors, LLC History No change 12,779 2,901 0.17% 0.17% 560 0 0.0% Q2 2026 Jul 10, 2026
Graves Light Lenhart Wealth, Inc. History Added to 12,699 2,898 0.27% 0.27% 561 +3 0.02% Q3 2026 Oct 08, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 12,682 2,879 2.82% 2.82% 562 0 0.0% Q2 2026 Jul 21, 2026
Guilbault Capital LLC History No change 12,668 2,876 2.89% 2.89% 563 0 0.0% Q2 2026 Jul 23, 2026
Tempus Wealth Planning, LLC History No change 12,545 2,848 0.56% 0.56% 564 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 12,507 2,839 0.64% 0.64% 565 0 0.0% Q2 2026 Jul 27, 2026
Ellis Investment Partners, LLC History No change 12,471 2,831 0.43% 0.43% 566 0 0.0% Q2 2026 Aug 05, 2026
CALTON & ASSOCIATES, INC. History No change 12,444 2,825 0.41% 0.41% 567 0 0.0% Q2 2026 Aug 10, 2026
AlTi Global, Inc. History No change 12,426 2,821 0.06% 0.06% 568 0 0.0% Q2 2026 Aug 05, 2026
Forefront Wealth Partners, LLC History No change 12,401 2,815 0.87% 0.87% 569 0 0.0% Q2 2026 Aug 20, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 12,360 2,806 2.38% 2.38% 570 0 0.0% Q2 2026 Aug 03, 2026
Yukon Wealth Management, Inc. History No change 12,336 2,801 0.8% 0.8% 571 0 0.0% Q2 2026 Aug 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 12,237 2,793 0.4% 0.43% 572 -931 -7.07% Q3 2026 Oct 08, 2026
Concorde Asset Management, LLC History No change 12,279 2,788 1.61% 1.61% 573 0 0.0% Q2 2026 Aug 18, 2026
17 CAPITAL PARTNERS, LLC History No change 12,165 2,762 1.24% 1.24% 574 0 0.0% Q2 2026 Aug 06, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 11,999 2,762 2.15% 2.15% 575 0 0.0% Q2 2026 Jul 09, 2026
EFG International AG History No change 12,166 2,762 0.05% 0.05% 576 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 12,041 2,734 0.13% 0.13% 577 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 12,030 2,731 0.53% 0.53% 578 0 0.0% Q2 2026 Aug 13, 2026
Great Point Wealth Advisors, LLC History No change 12,001 2,724 0.44% 0.44% 579 0 0.0% Q2 2026 Jul 23, 2026
EQ LLC History No change 11,920 2,706 0.66% 0.66% 580 0 0.0% Q2 2026 Jul 23, 2026
WealthTrak Capital Management LLC History No change 11,918 2,706 1.78% 1.78% 581 0 0.0% Q2 2026 Aug 04, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 11,871 2,695 0.38% 0.38% 582 0 0.0% Q2 2026 Aug 12, 2026
SUTTON PLACE INVESTORS LLC History No change 11,843 2,689 1.3% 1.3% 583 0 0.0% Q2 2026 Aug 06, 2026
WealthBridge Capital Management, LLC History No change 11,797 2,678 0.53% 0.53% 584 0 0.0% Q2 2026 Jul 24, 2026
NorthLanding Financial Partners, LLC History No change 11,716 2,660 1.84% 1.84% 585 0 0.0% Q2 2026 Jul 23, 2026
GWN SECURITIES INC. History No change 11,708 2,658 0.44% 0.44% 586 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 11,704 2,657 0.58% 0.58% 587 0 0.0% Q2 2026 Jul 07, 2026
B&D White Capital Company, LLC History No change 11,691 2,654 0.26% 0.26% 588 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 11,611 2,637 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 12, 2026
Two West Capital Advisors LLC History No change 11,481 2,637 1.31% 1.31% 590 0 0.0% Q2 2026 Jul 22, 2026
Accelerate Investment Advisors LLC History No change 11,592 2,632 1.51% 1.51% 591 0 0.0% Q2 2026 Aug 12, 2026
BigSur Wealth Management LLC History No change 11,500 2,611 0.63% 0.63% 592 0 0.0% Q2 2026 Jul 14, 2026
Bleakley Financial Group, LLC History No change 11,500 2,611 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 11,462 2,602 0.03% 0.03% 594 0 0.0% Q2 2026 Aug 07, 2026
Councilor Wealth, LLC History Added to 11,375 2,596 1.07% 1.04% 595 +3 0.03% Q3 2026 Oct 09, 2026
EHRLICH FINANCIAL GROUP History No change 11,433 2,595 1.33% 1.33% 596 0 0.0% Q2 2026 Jul 09, 2026
Sonoma Private Wealth LLC History No change 11,425 2,594 2.79% 2.79% 597 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 11,417 2,592 0.11% 0.11% 598 0 0.0% Q2 2026 Aug 03, 2026
TRUE Private Wealth Advisors History No change 11,411 2,591 0.22% 0.22% 599 0 0.0% Q2 2026 Jul 23, 2026
Merkkuri Wealth Advisors LLC History No change 11,382 2,584 1.6% 1.6% 600 0 0.0% Q2 2026 Jul 27, 2026
Roble, Belko & Company, Inc History No change 11,238 2,552 0.28% 0.28% 601 0 0.0% Q2 2026 Jul 24, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 10,900 2,525 0.27% 0.27% 602 0 0.0% Q2 2026 Aug 03, 2026
Aptus Capital Advisors, LLC History No change 11,012 2,500 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 12, 2026
GenTrust, LLC History No change 10,900 2,474 0.1% 0.1% 604 0 0.0% Q2 2026 Aug 06, 2026
Schneider Downs Wealth Management Advisors, LP History No change 10,893 2,473 0.23% 0.23% 605 0 0.0% Q2 2026 Aug 05, 2026
Wealth Dimensions Group, Ltd. History No change 10,791 2,450 0.44% 0.44% 606 0 0.0% Q2 2026 Jul 22, 2026
Marietta Wealth Management, LLC History No change 10,738 2,438 0.25% 0.25% 607 0 0.0% Q2 2026 Aug 03, 2026
BridgePort Financial Solutions, LLC History No change 10,730 2,436 0.62% 0.62% 608 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 10,665 2,421 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 11, 2026
Able Wealth Management LLC History No change 10,582 2,402 0.55% 0.55% 610 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 10,539 2,393 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 04, 2026
Transamerica Financial Advisors, LLC History No change 10,479 2,379 0.2% 0.2% 612 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 10,251 2,367 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 10,364 2,353 0.1% 0.1% 614 0 0.0% Q2 2026 Jul 09, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 10,353 2,350 0.53% 0.53% 615 0 0.0% Q2 2026 Aug 07, 2026
Axis Wealth Partners, LLC History No change 10,313 2,341 1.12% 1.12% 616 0 0.0% Q2 2026 Jul 28, 2026
Fortitude Family Office, LLC History No change 10,300 2,338 0.45% 0.45% 617 0 0.0% Q2 2026 Jul 20, 2026
New Age Alpha Advisors, LLC History No change 10,286 2,335 0.1% 0.1% 618 0 0.0% Q2 2026 Aug 13, 2026
FOCUSED ALPHA, LLC History No change 10,285 2,335 0.6% 0.6% 619 0 0.0% Q2 2026 Aug 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 10,239 2,324 1.33% 1.33% 620 0 0.0% Q2 2026 Jul 15, 2026
Tranquility Partners, LLC History No change 10,187 2,312 0.79% 0.79% 621 0 0.0% Q2 2026 Jul 23, 2026
CLG LLC History No change 10,173 2,309 0.51% 0.51% 622 0 0.0% Q2 2026 Jul 16, 2026
SMART Wealth LLC History No change 10,087 2,290 0.49% 0.49% 623 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 10,074 2,288 0.29% 0.29% 624 0 0.0% Q2 2026 Jul 23, 2026
Kingsview Wealth Management, LLC History No change 10,064 2,285 0.03% 0.03% 625 0 0.0% Q2 2026 Aug 18, 2026
High Point Wealth Management, LLC History No change 10,047 2,281 1.87% 1.87% 626 0 0.0% Q2 2026 Jul 20, 2026
COFG Advisors, LLC History No change 9,996 2,269 0.39% 0.39% 627 0 0.0% Q2 2026 Aug 14, 2026
MA Private Wealth History No change 9,987 2,267 0.34% 0.34% 628 0 0.0% Q2 2026 Jul 28, 2026
Cassilly Financial Group LLC History Added to 9,876 2,254 1.51% 1.6% 629 +175 1.8% Q3 2026 Oct 07, 2026
Leslie Global Wealth, LLC History No change 9,833 2,232 0.87% 0.87% 630 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 9,818 2,229 0.11% 0.11% 631 0 0.0% Q2 2026 Jul 28, 2026
MidFirst Bank History No change 9,804 2,226 0.16% 0.16% 632 0 0.0% Q2 2026 Aug 07, 2026
Sterling Investment Counsel, LLC History No change 9,740 2,211 0.52% 0.52% 633 0 0.0% Q2 2026 Jul 20, 2026
OMNI 360 Wealth, Inc. History No change 9,716 2,206 1.02% 1.02% 634 0 0.0% Q2 2026 Jul 13, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 9,715 2,205 1.08% 1.08% 635 0 0.0% Q2 2026 Jul 29, 2026
Bryant Woods Investment Advisors, LLC History No change 9,709 2,204 0.61% 0.61% 636 0 0.0% Q2 2026 Jul 22, 2026
Blue Zone Wealth Advisors, LLC History No change 9,687 2,199 0.38% 0.38% 637 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 9,676 2,197 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 12, 2026
Crusonia Wealth Advisors LLC History No change 9,621 2,184 0.36% 0.36% 639 0 0.0% Q2 2026 Jul 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,610 2,182 0.04% 0.04% 640 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 9,579 2,174 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 15, 2026
NOTTINGHAM ADVISORS, INC. History No change 9,484 2,161 0.26% 0.26% 642 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,466 2,156 0.13% 0.13% 643 0 0.0% Q2 2026 Jul 22, 2026
Hirtle & Co., LLC History No change 9,468 2,149 0.07% 0.07% 644 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 9,403 2,135 0.36% 0.36% 645 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 9,385 2,131 0.11% 0.11% 646 0 0.0% Q2 2026 Aug 04, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 9,310 2,113 0.63% 0.63% 647 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 9,259 2,102 0.04% 0.04% 648 0 0.0% Q2 2026 Aug 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 9,237 2,097 0.12% 0.12% 649 0 0.0% Q2 2026 Jul 15, 2026
Raleigh Capital Management Inc. History No change 9,216 2,092 0.67% 0.67% 650 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,210 2,091 0.14% 0.14% 651 0 0.0% Q2 2026 Aug 04, 2026
Kohmann Bosshard Financial Services, LLC History No change 9,199 2,088 0.18% 0.18% 652 0 0.0% Q2 2026 Jul 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 9,879 2,085 0.36% 0.36% 653 0 0.0% Q2 2026 Aug 03, 2026
Beacon Financial Advisory LLC History No change 9,173 2,082 0.41% 0.41% 654 0 0.0% Q2 2026 Aug 05, 2026
Vantus Wealth LLC History No change 9,173 2,082 1.12% 1.12% 655 0 0.0% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History No change 9,165 2,080 0.1% 0.1% 656 0 0.0% Q2 2026 Aug 10, 2026
Sovereign Financial Group, Inc. History No change 9,152 2,078 0.32% 0.32% 657 0 0.0% Q2 2026 Jul 24, 2026
Gotham Asset Management, LLC History No change 9,091 2,064 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 9,085 2,062 0.2% 0.2% 659 0 0.0% Q2 2026 Aug 11, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 9,049 2,054 0.26% 0.26% 660 0 0.0% Q2 2026 Jul 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 9,022 2,048 0.26% 0.26% 661 0 0.0% Q2 2026 Aug 25, 2026
Financial Solutions Advisory Group, Inc. History No change 8,905 2,047 0.26% 0.26% 662 0 0.0% Q2 2026 Jul 13, 2026
Unify Financial Advisors History No change 9,012 2,046 1.89% 1.89% 663 0 0.0% Q2 2026 Jul 21, 2026
Neumann Capital Management, LLC History No change 9,009 2,045 1.35% 1.35% 664 0 0.0% Q2 2026 Jul 10, 2026
Sachetta, LLC History No change 8,954 2,033 0.99% 0.99% 665 0 0.0% Q2 2026 Jul 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,939 2,029 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 12, 2026
CRA Financial Services, LLC History No change 8,930 2,027 0.23% 0.23% 667 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 8,855 2,010 0.14% 0.14% 668 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 8,771 1,991 0.08% 0.08% 669 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 8,759 1,988 0.11% 0.11% 670 0 0.0% Q2 2026 Jul 27, 2026
NORTHLAND SECURITIES, INC. History No change 8,736 1,983 1.16% 1.16% 671 0 0.0% Q2 2026 Aug 04, 2026
Avantax Planning Partners, Inc. History No change 8,654 1,964 0.05% 0.05% 672 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 8,626 1,962 0.09% 0.09% 673 0 0.0% Q2 2026 Jul 28, 2026
Finley Financial, LLC History No change 8,635 1,960 0.79% 0.79% 674 0 0.0% Q2 2026 Jul 08, 2026
DAVENPORT & Co LLC History No change 8,612 1,955 0.01% 0.01% 675 0 0.0% Q2 2026 Jul 13, 2026
SIMON QUICK ADVISORS, LLC History No change 8,606 1,954 0.08% 0.08% 676 0 0.0% Q2 2026 Jul 28, 2026
GLENMEDE TRUST CO NA History No change 8,538 1,938 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,375 1,932 0.04% 0.04% 678 0 0.0% Q2 2026 Jul 27, 2026
PFG Investments, LLC History No change 8,488 1,927 0.07% 0.07% 679 0 0.0% Q2 2026 Jul 23, 2026
Perennial Advisors, LLC History No change 8,473 1,923 0.3% 0.3% 680 0 0.0% Q2 2026 Jul 13, 2026
Orgel Wealth Management, LLC History No change 8,443 1,917 0.04% 0.04% 681 0 0.0% Q2 2026 Jul 13, 2026
WHITE PINE CAPITAL LLC History No change 8,418 1,911 0.45% 0.45% 682 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 8,407 1,909 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 09, 2026
Forum Private Client Group LLC History No change 8,383 1,903 0.57% 0.57% 684 0 0.0% Q2 2026 Aug 12, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 8,359 1,897 0.69% 0.69% 685 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 8,045 1,892 0.04% 0.04% 686 0 0.0% Q2 2026 Aug 06, 2026
Empirical Asset Management, LLC History No change 8,287 1,881 0.42% 0.42% 687 0 0.0% Q2 2026 Aug 10, 2026
Discipline Wealth Solutions, LLC History No change 8,202 1,862 0.16% 0.16% 688 0 0.0% Q2 2026 Jul 21, 2026
Plum Street Advisors, LLC History No change 8,187 1,858 0.59% 0.59% 689 0 0.0% Q2 2026 Aug 13, 2026
Braeburn Wealth Management LLC History No change 8,177 1,856 0.8% 0.8% 690 0 0.0% Q2 2026 Jul 21, 2026
Joel Isaacson & Co., LLC History No change 8,162 1,853 0.05% 0.05% 691 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Planning Group, LLC History No change 8,158 1,852 0.59% 0.59% 692 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 8,152 1,850 0.14% 0.14% 693 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 8,132 1,846 0.89% 0.89% 694 0 0.0% Q2 2026 Jul 14, 2026
Infinity Wealth Counsel, LLC History No change 8,109 1,841 1.49% 1.49% 695 0 0.0% Q2 2026 Jul 09, 2026
Rathbones Group PLC History No change 8,089 1,836 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 23, 2026
Woodward Financial Advisors, Inc. History No change 8,072 1,832 0.61% 0.61% 697 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Financial Services, Inc. History No change 8,063 1,830 1.06% 1.06% 698 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 7,990 1,814 0.07% 0.07% 699 0 0.0% Q2 2026 Jul 02, 2026
Turtle Creek Wealth Advisors, LLC History No change 7,973 1,810 0.1% 0.1% 700 0 0.0% Q2 2026 Jul 27, 2026
TCTC Holdings, LLC History No change 7,886 1,790 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 7,885 1,790 0.35% 0.35% 702 0 0.0% Q2 2026 Aug 10, 2026
Rialto Wealth Management, LLC History No change 7,865 1,785 0.35% 0.35% 703 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 7,816 1,774 0.12% 0.12% 704 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 7,803 1,771 0.36% 0.36% 705 0 0.0% Q2 2026 Jul 17, 2026
Farmers & Merchants Trust Co of Long Beach History No change 7,792 1,769 0.38% 0.38% 706 0 0.0% Q2 2026 Aug 05, 2026
FWG Investments, LLC. History No change 7,793 1,769 0.94% 0.94% 707 0 0.0% Q2 2026 Jul 28, 2026
Vision Retirement, LLC History No change 7,760 1,761 0.43% 0.43% 708 0 0.0% Q2 2026 Jul 21, 2026
Elm Partners Management LLC History No change 7,745 1,758 0.05% 0.05% 709 0 0.0% Q2 2026 Oct 07, 2026
PINNACLE ASSOCIATES LTD History No change 7,738 1,757 0.02% 0.02% 710 0 0.0% Q2 2026 Aug 03, 2026
GeoWealth Management, LLC History No change 7,712 1,751 0.06% 0.06% 711 0 0.0% Q2 2026 Jul 30, 2026
NorthCrest Asset Manangement, LLC History No change 7,609 1,749 0.04% 0.04% 712 0 0.0% Q2 2026 Jul 15, 2026
Silver Grove Financial Group, Inc. History No change 7,703 1,749 0.95% 0.95% 713 0 0.0% Q2 2026 Aug 13, 2026
Forum Financial Management, LP History No change 7,686 1,745 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 7,592 1,723 0.3% 0.3% 715 0 0.0% Q2 2026 Jul 09, 2026
Glenview Trust Co History No change 7,570 1,718 0.02% 0.02% 716 0 0.0% Q2 2026 Aug 18, 2026
HTG Investment Advisors, Inc. History No change 7,561 1,716 0.44% 0.44% 717 0 0.0% Q2 2026 Aug 06, 2026
Avantra Family Wealth, Inc. History No change 7,555 1,715 1.09% 1.09% 718 0 0.0% Q2 2026 Jul 29, 2026
Arcadia Wealth Management, LLC History No change 7,552 1,714 0.54% 0.54% 719 0 0.0% Q2 2026 Jul 20, 2026
AMARA FINANCIAL, LLC. History No change 7,531 1,710 1.02% 1.02% 720 0 0.0% Q2 2026 Aug 07, 2026
Talisman Wealth Advisors LLC History No change 7,523 1,708 1.27% 1.27% 721 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 7,518 1,707 0.09% 0.09% 722 0 0.0% Q2 2026 Aug 11, 2026
Traub Capital Management LLC History No change 7,520 1,707 1.52% 1.52% 723 0 0.0% Q2 2026 Jul 23, 2026
AWM CAPITAL, LLC History No change 7,497 1,702 0.14% 0.14% 724 0 0.0% Q2 2026 Jul 31, 2026
Klaas Financial Asset Advisors, LLC History No change 7,446 1,690 0.21% 0.21% 725 0 0.0% Q2 2026 Jul 15, 2026
BAILARD, INC. History No change 7,439 1,689 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 30, 2026
GREENWOOD GEARHART LLC History No change 7,436 1,688 0.08% 0.08% 727 0 0.0% Q2 2026 Jul 24, 2026
Whitcomb & Hess, Inc. History Added to 7,381 1,685 0.36% 0.35% 728 +193 2.69% Q3 2026 Oct 07, 2026
HUB Investment Partners, LLC History No change 7,419 1,684 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 31, 2026
STEPHENS INC /AR/ History No change 7,407 1,681 0.02% 0.02% 730 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 7,356 1,670 0.08% 0.08% 731 0 0.0% Q2 2026 Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 7,309 1,659 0.04% 0.04% 732 0 0.0% Q2 2026 Jul 14, 2026
Taylor Financial Group, Inc. History No change 7,284 1,653 0.91% 0.91% 733 0 0.0% Q2 2026 Jul 24, 2026
Diversified Portfolios, Inc. History No change 7,275 1,651 0.12% 0.12% 734 0 0.0% Q2 2026 Aug 04, 2026
BIP Wealth, LLC History No change 7,238 1,643 0.05% 0.05% 735 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Management Group, LLC History No change 7,164 1,626 0.38% 0.38% 736 0 0.0% Q2 2026 Jul 27, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 7,160 1,625 0.44% 0.44% 737 0 0.0% Q2 2026 Jul 09, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 7,094 1,619 0.49% 0.54% 738 -450 -5.97% Q3 2026 Oct 01, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 7,102 1,612 1.05% 1.05% 739 0 0.0% Q2 2026 Jul 28, 2026
Strategies Wealth Advisors, LLC History No change 7,041 1,598 0.14% 0.14% 740 0 0.0% Q2 2026 Aug 14, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 7,016 1,593 0.86% 0.86% 741 0 0.0% Q2 2026 Aug 13, 2026
Vienna Asset Management LLC History No change 7,004 1,590 1.11% 1.11% 742 0 0.0% Q2 2026 Aug 14, 2026
TrinityBridge Ltd History No change 6,958 1,580 0.04% 0.04% 743 0 0.0% Q2 2026 Aug 11, 2026
CATALYST PRIVATE WEALTH, LLC History No change 6,941 1,576 0.76% 0.76% 744 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Alliance LLC History No change 6,944 1,576 0.11% 0.11% 745 0 0.0% Q2 2026 Jul 20, 2026
Moisand Fitzgerald Tamayo, LLC History No change 6,916 1,570 0.15% 0.15% 746 0 0.0% Q2 2026 Jul 13, 2026
Steelhead Wealth Management LLC History No change 6,911 1,569 0.63% 0.63% 747 0 0.0% Q2 2026 Aug 13, 2026
Apex Wealth Management, LLC History No change 6,902 1,567 0.96% 0.96% 748 0 0.0% Q2 2026 Aug 11, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 6,861 1,566 1.01% 1.04% 749 -70 -1.01% Q3 2026 Oct 07, 2026
Pitcairn Wealth Advisors LLC History No change 6,867 1,559 0.17% 0.17% 750 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,826 1,549 0.13% 0.13% 751 0 0.0% Q2 2026 Jul 16, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 6,819 1,548 0.55% 0.55% 752 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Management History No change 6,809 1,546 1.63% 1.63% 753 0 0.0% Q2 2026 Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,804 1,544 0.01% 0.01% 754 0 0.0% Q2 2026 Sep 23, 2026
WEDBUSH SECURITIES INC History No change 6,776 1,538 0.04% 0.04% 755 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 6,769 1,536 0.05% 0.05% 756 0 0.0% Q2 2026 Jul 27, 2026
Lakeridge Wealth Management LLC History No change 6,725 1,526 0.56% 0.56% 757 0 0.0% Q2 2026 Jul 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,672 1,514 0.17% 0.17% 758 0 0.0% Q2 2026 Jul 09, 2026
Gilliland Jeter Wealth Management LLC History No change 6,660 1,512 0.4% 0.4% 759 0 0.0% Q2 2026 Jul 29, 2026
Mattern Wealth Management LLC History No change 6,650 1,509 0.25% 0.25% 760 0 0.0% Q2 2026 Jul 23, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 6,641 1,507 0.09% 0.09% 761 0 0.0% Q2 2026 Jul 31, 2026
Fonville Wealth Management LLC History No change 6,600 1,498 0.24% 0.24% 762 0 0.0% Q2 2026 Jul 28, 2026
King Wealth Management Group History No change 6,550 1,487 0.16% 0.16% 763 0 0.0% Q2 2026 Aug 05, 2026
GatePass Capital, LLC History No change 6,510 1,478 0.56% 0.56% 764 0 0.0% Q2 2026 Jul 30, 2026
Chevy Chase Trust Holdings, LLC History No change 6,509 1,477 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 6,359 1,476 0.04% 0.03% 766 +1,007 18.82% Q3 2026 Oct 09, 2026
Asempa Wealth Advisors History Reduced 6,454 1,475 1.13% 1.14% 767 -288 -4.27% Q3 2026 Oct 07, 2026
Legacy Advisors, LLC History No change 6,482 1,471 0.14% 0.14% 768 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 6,446 1,463 0.12% 0.12% 769 0 0.0% Q2 2026 Jul 28, 2026
Latitude Advisors, LLC History No change 6,432 1,460 0.58% 0.58% 770 0 0.0% Q2 2026 Jul 27, 2026
Semus Wealth Partners LLC History No change 6,425 1,458 0.7% 0.7% 771 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates, LLC History No change 6,404 1,454 0.3% 0.3% 772 0 0.0% Q2 2026 Jul 14, 2026
Lloyd Advisory Services, LLC. History No change 6,370 1,446 0.56% 0.56% 773 0 0.0% Q2 2026 Aug 07, 2026
BBR PARTNERS, LLC History No change 6,352 1,442 0.07% 0.07% 774 0 0.0% Q2 2026 Aug 11, 2026
BEARING POINT CAPITAL, LLC History No change 6,343 1,440 0.19% 0.19% 775 0 0.0% Q2 2026 Aug 11, 2026
LTG Capital LLC History No change 6,284 1,426 0.95% 0.95% 776 0 0.0% Q2 2026 Aug 05, 2026
Azimuth Capital Investment Management LLC History No change 6,257 1,420 0.05% 0.05% 777 0 0.0% Q2 2026 Aug 12, 2026
LexAurum Advisors, LLC History No change 6,204 1,408 0.16% 0.16% 778 0 0.0% Q2 2026 Jul 15, 2026
Laurel Wealth Advisors LLC History No change 6,162 1,399 0.14% 0.14% 779 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,142 1,394 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 23, 2026
Crescent Grove Advisors, LLC History No change 6,140 1,394 0.12% 0.12% 781 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 6,126 1,390 1.11% 1.11% 782 0 0.0% Q2 2026 Jul 15, 2026
Qube Research & Technologies Ltd History No change 6,112 1,387 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 6,112 1,387 0.29% 0.29% 784 0 0.0% Q2 2026 Jul 15, 2026
Argent Trust Co History No change 6,096 1,384 0.04% 0.04% 785 0 0.0% Q2 2026 Aug 06, 2026
Resurgent Financial Advisors LLC History No change 6,067 1,377 0.38% 0.38% 786 0 0.0% Q2 2026 Aug 14, 2026
Newport Capital Group, LLC History No change 6,042 1,372 0.77% 0.77% 787 0 0.0% Q2 2026 Jul 21, 2026
TrueWealth Advisors, LLC History Added to 5,998 1,369 0.31% 0.3% 789 +55 0.93% Q3 2026 Oct 08, 2026
Moors & Cabot, Inc. History No change 6,031 1,369 0.05% 0.05% 788 0 0.0% Q2 2026 Aug 10, 2026
WEALTH EFFECTS LLC History No change 6,014 1,365 0.37% 0.37% 790 0 0.0% Q2 2026 Aug 06, 2026
Montecito Bank & Trust History No change 5,974 1,363 0.21% 0.2% 791 0 0.0% Q3 2026 Oct 01, 2026
Fairvoy Private Wealth, LLC History No change 6,002 1,362 0.28% 0.28% 792 0 0.0% Q2 2026 Jul 17, 2026
CADINHA & CO LLC History No change 5,935 1,347 0.2% 0.2% 793 0 0.0% Q2 2026 Jul 28, 2026
Idaho Trust Co History No change 5,914 1,342 0.39% 0.39% 794 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 5,907 1,341 0.05% 0.05% 795 0 0.0% Q2 2026 Jul 20, 2026
HighMark Wealth Management LLC History No change 5,909 1,341 0.45% 0.45% 796 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 5,900 1,339 0.43% 0.43% 797 0 0.0% Q2 2026 Aug 04, 2026
IPG Investment Advisors LLC History No change 5,896 1,338 0.19% 0.19% 798 0 0.0% Q2 2026 Aug 12, 2026
Lee Financial Co History No change 5,839 1,325 0.17% 0.17% 799 0 0.0% Q2 2026 Jul 22, 2026
BANK OF NOVA SCOTIA History No change 5,823 1,322 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 12, 2026
WEALTHGARDEN F.S. LLC History No change 5,813 1,319 0.75% 0.75% 801 0 0.0% Q2 2026 Jul 31, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 5,792 1,315 0.06% 0.06% 802 0 0.0% Q2 2026 Jul 24, 2026
Corundum Group, Inc. History No change 5,790 1,314 0.39% 0.39% 803 0 0.0% Q2 2026 Aug 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 5,767 1,309 0.17% 0.17% 804 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 5,743 1,304 0.08% 0.08% 805 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 5,740 1,303 0.28% 0.28% 806 0 0.0% Q2 2026 Jul 01, 2026
Sendero Wealth Management, LLC History No change 5,692 1,292 0.13% 0.13% 807 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,687 1,291 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,664 1,285 0.05% 0.05% 809 0 0.0% Q2 2026 Aug 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 5,647 1,282 0.04% 0.04% 810 0 0.0% Q2 2026 Aug 05, 2026
MN Wealth Advisors, LLC History No change 5,608 1,273 0.54% 0.54% 811 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 5,602 1,272 0.04% 0.04% 812 0 0.0% Q2 2026 Aug 07, 2026
Breachway Investments LLC History No change 5,591 1,269 1.91% 1.91% 813 0 0.0% Q2 2026 Jul 13, 2026
Venture Visionary Partners LLC History Reduced 5,550 1,267 0.03% 0.04% 814 -129 -2.27% Q3 2026 Oct 07, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 5,581 1,267 0.86% 0.86% 815 0 0.0% Q2 2026 Jul 15, 2026
WESPAC Advisors, LLC History No change 5,507 1,250 0.61% 0.61% 816 0 0.0% Q2 2026 Aug 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 5,439 1,234 0.29% 0.29% 817 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 5,436 1,234 0.21% 0.21% 818 0 0.0% Q2 2026 Jul 21, 2026
Lifeworks Advisors, LLC History No change 5,404 1,227 0.13% 0.13% 819 0 0.0% Q2 2026 Aug 14, 2026
CONNING INC. History No change 5,390 1,223 0.04% 0.04% 820 0 0.0% Q2 2026 Jul 30, 2026
Fairscale Capital, LLC History No change 5,386 1,222 0.73% 0.73% 821 0 0.0% Q2 2026 Aug 07, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 5,373 1,220 0.04% 0.04% 822 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 5,349 1,214 0.1% 0.1% 823 0 0.0% Q2 2026 Jul 27, 2026
Towerpoint Wealth, LLC History No change 5,317 1,207 0.42% 0.42% 824 0 0.0% Q2 2026 Jul 09, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 5,315 1,206 0.1% 0.1% 825 0 0.0% Q2 2026 Aug 14, 2026
Canopy Partners, LLC History No change 5,296 1,202 0.36% 0.36% 826 0 0.0% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History No change 5,195 1,201 0.12% 0.12% 827 0 0.0% Q2 2026 Aug 04, 2026
CHAPIN DAVIS, INC. History Reduced 5,239 1,195 0.23% 0.21% 828 -82 -1.54% Q3 2026 Oct 08, 2026
Zhang Financial LLC History No change 5,264 1,195 0.03% 0.03% 829 0 0.0% Q2 2026 Jul 30, 2026
QUADRANT CAPITAL GROUP LLC History No change 5,255 1,193 0.03% 0.03% 830 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 5,244 1,190 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 20, 2026
Michels Family Financial, LLC History No change 5,242 1,190 0.76% 0.76% 832 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 5,238 1,189 0.02% 0.02% 833 0 0.0% Q2 2026 Aug 06, 2026
MidAtlantic Capital Management, Inc. History No change 5,231 1,187 0.74% 0.74% 834 0 0.0% Q2 2026 Aug 10, 2026
PACK Private Wealth, LLC History No change 5,205 1,181 0.49% 0.49% 835 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 5,199 1,180 0.11% 0.11% 836 0 0.0% Q2 2026 Jul 16, 2026
Decker Wealth Management LLC History No change 5,168 1,179 0.24% 0.25% 837 0 0.0% Q3 2026 Oct 09, 2026
SEEDS INVESTOR LLC History No change 5,183 1,176 0.12% 0.12% 838 0 0.0% Q2 2026 Aug 12, 2026
Oxinas Partners, LLC History No change 5,171 1,174 0.46% 0.46% 839 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 5,163 1,172 0.09% 0.09% 840 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,132 1,165 0.03% 0.03% 841 0 0.0% Q2 2026 Jul 17, 2026
Cooper Financial Group History Reduced 5,075 1,158 0.09% 0.1% 843 -100 -1.93% Q3 2026 Oct 07, 2026
Curi Capital, LLC History No change 5,100 1,158 0.02% 0.02% 842 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 5,101 1,158 0.58% 0.58% 844 0 0.0% Q2 2026 Jul 30, 2026
Turn8 Private Wealth Inc. History No change 5,000 1,158 0.77% 0.77% 845 0 0.0% Q2 2026 Aug 03, 2026
Magnolia Private Wealth, LLC History No change 5,085 1,154 0.63% 0.63% 846 0 0.0% Q2 2026 Aug 05, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 5,034 1,143 0.29% 0.29% 847 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 5,038 1,143 0.04% 0.04% 848 0 0.0% Q2 2026 Jul 24, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 5,021 1,140 0.18% 0.18% 849 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 5,017 1,139 0.06% 0.06% 850 0 0.0% Q2 2026 Jul 29, 2026
Noble Family Wealth, LLC History No change 5,000 1,135 0.2% 0.2% 851 0 0.0% Q2 2026 Aug 04, 2026
Birnam Oak Advisors, LP History No change 5,000 1,135 0.18% 0.18% 852 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 4,997 1,134 0.29% 0.29% 853 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 4,957 1,125 0.05% 0.05% 854 0 0.0% Q2 2026 Aug 03, 2026
Legacy Wealth Partners, LLC History No change 4,912 1,115 0.25% 0.25% 855 0 0.0% Q2 2026 Jul 22, 2026
Castleview Partners, LLC History Added to 4,877 1,113 0.49% 0.36% 856 +1,247 34.35% Q3 2026 Oct 09, 2026
JSF Financial, LLC History No change 4,895 1,111 0.18% 0.18% 857 0 0.0% Q2 2026 Jul 28, 2026
Gallagher Capital Advisors, LLC History Added to 4,829 1,102 0.59% 0.62% 858 +19 0.4% Q3 2026 Oct 09, 2026
Evensky & Katz LLC History No change 4,816 1,094 0.06% 0.06% 859 0 0.0% Q2 2026 Jul 22, 2026
Evanson Financial, LLC History No change 4,806 1,091 0.05% 0.05% 860 0 0.0% Q2 2026 Jul 07, 2026
Tactive Advisors, LLC History Added to 4,763 1,087 0.26% 0.26% 862 +161 3.5% Q3 2026 Oct 08, 2026
Tarbox Family Office, Inc. History No change 4,788 1,087 0.16% 0.16% 861 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 4,787 1,086 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4,779 1,085 0.03% 0.03% 864 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 4,780 1,085 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 4,766 1,082 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 4,759 1,080 0.24% 0.24% 867 0 0.0% Q2 2026 Jul 09, 2026
J. Safra Sarasin Holding AG History No change 4,753 1,079 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 31, 2026
Eagle Strategies LLC History No change 4,752 1,079 0.11% 0.11% 869 0 0.0% Q2 2026 Jul 21, 2026
Main Street Financial Solutions, LLC History No change 4,743 1,076 0.07% 0.07% 870 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History No change 4,727 1,073 0.1% 0.1% 871 0 0.0% Q2 2026 Jul 24, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,718 1,071 0.32% 0.32% 872 0 0.0% Q2 2026 Jul 16, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 4,689 1,064 0.46% 0.46% 873 0 0.0% Q2 2026 Aug 14, 2026
Guardian Financial Partners, LLC History No change 4,678 1,062 0.41% 0.41% 874 0 0.0% Q2 2026 Jul 15, 2026
Pallas Capital Advisors LLC History No change 4,673 1,061 0.03% 0.03% 875 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 4,629 1,051 0.54% 0.54% 876 0 0.0% Q2 2026 Jul 27, 2026
Cornell Pochily Investment Advisors, Inc. History No change 4,612 1,047 0.28% 0.28% 877 0 0.0% Q2 2026 Jul 15, 2026
Summit Trail Advisors, LLC History No change 4,610 1,046 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 11, 2026
JT Stratford LLC History No change 4,600 1,044 0.11% 0.11% 879 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 4,597 1,043 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 4,594 1,043 0.11% 0.11% 881 0 0.0% Q2 2026 Jul 15, 2026
Apollon Financial, LLC History No change 4,587 1,041 0.12% 0.12% 882 0 0.0% Q2 2026 Jul 22, 2026
ASL Financial, LLC History No change 4,586 1,041 0.73% 0.73% 883 0 0.0% Q2 2026 Jul 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,584 1,040 0.06% 0.06% 884 0 0.0% Q2 2026 Aug 13, 2026
Berman McAleer LLC History No change 4,582 1,040 0.12% 0.12% 885 0 0.0% Q2 2026 Jul 16, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,575 1,038 0.09% 0.09% 886 0 0.0% Q2 2026 Aug 04, 2026
Independent Advisor Alliance History No change 4,566 1,036 0.02% 0.02% 887 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 4,548 1,032 0.23% 0.23% 888 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 4,538 1,030 0.21% 0.21% 889 0 0.0% Q2 2026 Jul 23, 2026
Moss Adams Wealth Advisors LLC History No change 4,525 1,027 0.06% 0.06% 890 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 4,526 1,027 0.06% 0.06% 891 0 0.0% Q2 2026 Aug 11, 2026
MKT Advisors LLC History No change 4,450 1,026 0.32% 0.32% 892 0 0.0% Q2 2026 Jul 09, 2026
Sound Income Strategies, LLC History Reduced 4,414 1,024 0.05% 0.09% 893 -4,165 -48.55% Q3 2026 Oct 09, 2026
Integrated Investment Consultants, LLC History No change 4,506 1,023 0.2% 0.2% 894 0 0.0% Q2 2026 Aug 17, 2026
NewEdge Wealth, LLC History No change 4,506 1,023 0.01% 0.01% 895 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History No change 4,477 1,022 0.09% 0.09% 896 0 0.0% Q3 2026 Oct 01, 2026
Americana Partners, LLC History No change 4,492 1,019 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 05, 2026
McGlone Suttner Wealth Management, Inc. History No change 4,472 1,015 0.12% 0.12% 898 0 0.0% Q2 2026 Jul 21, 2026
Parkway Wealth Management Group, LLC History No change 4,455 1,011 0.12% 0.12% 899 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 4,430 1,006 0.02% 0.02% 900 0 0.0% Q2 2026 Jul 20, 2026
Ballentine Partners, LLC History No change 4,405 1,000 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 17, 2026
SageView Advisory Group, LLC History No change 4,407 1,000 0.03% 0.03% 902 0 0.0% Q2 2026 Aug 10, 2026
Flagship Private Wealth, LLC History No change 4,386 995 0.35% 0.35% 903 0 0.0% Q2 2026 Aug 04, 2026
Bison Wealth, LLC History No change 4,309 994 0.09% 0.09% 904 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL TRUST Co History No change 4,371 992 0.02% 0.02% 905 0 0.0% Q2 2026 Jul 31, 2026
S&CO INC History No change 4,350 987 0.06% 0.06% 906 0 0.0% Q2 2026 Aug 06, 2026
RCS Financial Planning, LLC History No change 4,344 986 0.47% 0.47% 907 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History Added to 4,317 985 0.01% 0.01% 908 +683 18.79% Q3 2026 Oct 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,335 984 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 4,334 984 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 4,329 982 0.04% 0.04% 911 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 4,284 972 0.04% 0.04% 912 0 0.0% Q2 2026 Jul 29, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 4,277 971 0.33% 0.33% 913 0 0.0% Q2 2026 Jul 30, 2026
Glassman Wealth Services History No change 4,274 970 0.12% 0.12% 914 0 0.0% Q2 2026 Aug 05, 2026
Integras Partners LLC History No change 4,275 970 0.54% 0.54% 915 0 0.0% Q2 2026 Jul 24, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,252 965 0.15% 0.15% 916 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Planning & Advisory Services Inc. History No change 4,254 965 0.43% 0.43% 917 0 0.0% Q2 2026 Jul 14, 2026
Certified Advisory Corp History No change 4,219 958 0.08% 0.08% 918 0 0.0% Q2 2026 Jul 16, 2026
N.E.W. Advisory Services LLC History No change 4,208 955 0.06% 0.06% 919 0 0.0% Q2 2026 Aug 06, 2026
MBA Advisors LLC History No change 4,206 955 0.32% 0.32% 920 0 0.0% Q2 2026 Jul 28, 2026
Summit Asset Management, LLC History No change 4,197 952 0.12% 0.12% 921 0 0.0% Q2 2026 Aug 06, 2026
Arvest Bank Trust Division History No change 4,146 941 0.05% 0.05% 922 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 4,114 939 0.1% 0.09% 923 0 0.0% Q3 2026 Oct 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 4,125 936 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 4,121 935 0.15% 0.15% 925 0 0.0% Q2 2026 Aug 07, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 4,118 934 0.38% 0.38% 926 0 0.0% Q2 2026 Jul 14, 2026
Oregon Pacific Wealth Management, LLC History No change 4,117 934 0.88% 0.88% 927 0 0.0% Q2 2026 Jul 22, 2026
Clientfirst Wealth Management, LLC History No change 4,066 923 0.76% 0.76% 928 0 0.0% Q2 2026 Jul 30, 2026
Freestone Capital Holdings, LLC History No change 4,052 920 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 31, 2026
Blue Capital, Inc. History No change 4,044 918 0.58% 0.58% 930 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 4,030 914 0.05% 0.05% 931 0 0.0% Q2 2026 Jul 31, 2026
Birch Hill Investment Advisors LLC History No change 4,028 914 0.04% 0.04% 932 0 0.0% Q2 2026 Jul 21, 2026
CFO4Life Group, LLC History No change 4,021 913 0.12% 0.12% 933 0 0.0% Q2 2026 Aug 12, 2026
Carl P. Sherr & Co., LLC History No change 4,018 912 0.38% 0.38% 934 0 0.0% Q2 2026 Jul 31, 2026
Thomasville National Bank History No change 4,000 908 0.05% 0.05% 935 0 0.0% Q2 2026 Jul 20, 2026
Advisors Capital Management, LLC History No change 3,995 907 0.01% 0.01% 936 0 0.0% Q2 2026 Aug 11, 2026
Facet Wealth, Inc. History No change 3,995 907 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 27, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 3,969 906 0.1% 0.1% 938 0 0.0% Q3 2026 Oct 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,982 904 0.04% 0.04% 939 0 0.0% Q2 2026 Jul 27, 2026
Pacific Point Advisors, LLC History No change 3,964 900 0.41% 0.41% 940 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 3,899 885 0.03% 0.03% 941 0 0.0% Q2 2026 Aug 05, 2026
Cape Investment Advisory, Inc. History No change 3,884 882 0.24% 0.24% 942 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 3,876 880 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 23, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 3,873 879 0.1% 0.1% 944 0 0.0% Q2 2026 Aug 14, 2026
Milestones Private Investment Advisors LLC History No change 3,875 879 0.7% 0.7% 945 0 0.0% Q2 2026 Jul 24, 2026
Caprock Group, LLC History No change 3,868 878 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 27, 2026
DURANTE & WATERS, LLC History No change 3,869 878 0.58% 0.58% 947 0 0.0% Q2 2026 Aug 10, 2026
MACKENZIE FINANCIAL CORP History No change 3,858 875 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 3,816 866 0.03% 0.03% 949 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 3,792 860 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 3,783 859 0.02% 0.02% 951 0 0.0% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History No change 3,782 858 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 3,779 858 0.4% 0.4% 953 0 0.0% Q2 2026 Aug 11, 2026
Park Place Capital Corp History No change 3,777 857 0.14% 0.14% 954 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 3,771 856 0.04% 0.04% 955 0 0.0% Q2 2026 Jul 24, 2026
Lee, Kelleher & Klein Wealth Management History No change 3,754 856 0.44% 0.45% 956 0 0.0% Q3 2026 Oct 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,766 855 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 3,754 852 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 11, 2026
Tempo Wealth, LLC History No change 3,753 852 0.13% 0.13% 959 0 0.0% Q2 2026 Jul 27, 2026
Daybright Advisory Services, Inc. History No change 3,670 850 0.2% 0.2% 960 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 3,742 849 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,728 846 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 14, 2026
LongView Wealth Management History No change 3,711 842 0.22% 0.22% 963 0 0.0% Q2 2026 Jul 17, 2026
MIDDLETON & CO INC/MA History No change 3,705 841 0.09% 0.09% 964 0 0.0% Q2 2026 Aug 10, 2026
Atlatl Advisers LLC History No change 3,705 841 0.2% 0.2% 965 0 0.0% Q2 2026 Jul 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,691 838 0.04% 0.04% 966 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 3,687 837 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 23, 2026
Wick Capital Partners, LLC History No change 3,678 835 0.13% 0.13% 968 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 3,672 833 0.05% 0.05% 969 0 0.0% Q2 2026 Aug 04, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 3,668 832 0.2% 0.2% 970 0 0.0% Q2 2026 Jul 09, 2026
NBT BANK, N.A. History No change 3,663 831 0.06% 0.06% 971 0 0.0% Q2 2026 Jul 29, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 3,658 830 0.08% 0.08% 972 0 0.0% Q2 2026 Jul 29, 2026
Quantum Portfolio Management LLC History No change 3,645 827 0.3% 0.3% 973 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 3,646 827 0.41% 0.41% 974 0 0.0% Q2 2026 Aug 12, 2026
Arsenal Capital Advisors LLC History No change 3,646 827 0.49% 0.49% 975 0 0.0% Q2 2026 Aug 11, 2026
Clarity Capital Advisors, LLC History No change 3,639 826 0.35% 0.35% 976 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 3,627 823 0.07% 0.07% 977 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,609 819 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 3,606 818 0.08% 0.08% 979 0 0.0% Q2 2026 Jul 31, 2026
KINTRA WEALTH, LLC History No change 3,436 817 0.04% 0.04% 980 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 3,593 815 0.06% 0.06% 981 0 0.0% Q2 2026 Aug 14, 2026
Geometric Wealth Advisors History No change 3,587 814 0.09% 0.09% 982 0 0.0% Q2 2026 Aug 11, 2026
ANDERSON HOAGLAND & CO History No change 3,565 809 0.06% 0.06% 983 0 0.0% Q2 2026 Jul 06, 2026
Strategic Equity Management History No change 3,566 809 0.27% 0.27% 984 0 0.0% Q2 2026 Aug 10, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 3,560 808 1.23% 1.23% 985 0 0.0% Q2 2026 Jul 16, 2026
NorthCoast Asset Management LLC History No change 3,550 806 0.02% 0.02% 986 0 0.0% Q2 2026 Aug 12, 2026
DBK Financial Counsel, LLC History No change 3,550 806 0.68% 0.68% 987 0 0.0% Q2 2026 Jul 21, 2026
Aegis Wealth Management, Inc. History No change 3,550 806 0.52% 0.52% 988 0 0.0% Q2 2026 Jul 16, 2026
Eagle Bay Advisors LLC History No change 3,545 804 0.6% 0.6% 989 0 0.0% Q2 2026 Aug 03, 2026
Owl Creek Wealth Partners LLC History No change 3,544 804 0.24% 0.24% 990 0 0.0% Q2 2026 Jul 20, 2026
Exit Wealth Advisors, LLC. History No change 3,496 793 0.36% 0.36% 991 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 3,467 787 0.02% 0.02% 992 0 0.0% Q2 2026 Jul 17, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 3,462 786 0.35% 0.35% 993 0 0.0% Q2 2026 Aug 07, 2026
KFA Private Wealth Group, LLC History Reduced 3,439 785 0.18% 0.2% 994 -145 -4.05% Q3 2026 Oct 07, 2026
Goelzer Investment Management, Inc. History No change 3,454 784 0.03% 0.03% 995 0 0.0% Q2 2026 Jul 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 3,455 784 0.24% 0.24% 996 0 0.0% Q2 2026 Jul 31, 2026
VERITY Wealth Advisors History No change 3,448 782 0.47% 0.47% 997 0 0.0% Q2 2026 Jul 16, 2026
NORDEN GROUP LLC History No change 3,435 779 0.06% 0.06% 998 0 0.0% Q2 2026 Jul 29, 2026
Kelman-Lazarov, Inc. History No change 3,419 776 0.1% 0.1% 999 0 0.0% Q2 2026 Aug 10, 2026
Fulcrum Equity Management History No change 3,415 775 0.57% 0.57% 1000 0 0.0% Q2 2026 Jul 09, 2026
Plan Group Financial, LLC History No change 3,417 775 0.16% 0.16% 1001 0 0.0% Q2 2026 Aug 03, 2026
Embree Financial Group History No change 3,412 774 0.08% 0.08% 1002 0 0.0% Q2 2026 Jul 15, 2026
Helium Advisors LLC History No change 3,410 774 0.64% 0.64% 1003 0 0.0% Q2 2026 Aug 11, 2026
Vanguard National Trust Co History No change 3,407 773 0.04% 0.04% 1004 0 0.0% Q2 2026 Aug 13, 2026
Millington Financial Advisors, LLC History No change 3,329 769 0.3% 0.3% 1005 0 0.0% Q2 2026 Aug 07, 2026
Ballast Rock Private Wealth LLC History No change 3,385 768 0.35% 0.35% 1006 0 0.0% Q2 2026 Aug 10, 2026
Integrity Wealth Solutions LLC History No change 3,378 766 0.28% 0.28% 1007 0 0.0% Q2 2026 Jul 30, 2026
EPG Wealth Management LLC History No change 3,366 764 0.18% 0.18% 1008 0 0.0% Q2 2026 Jul 28, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,357 762 0.2% 0.2% 1009 0 0.0% Q2 2026 Jul 13, 2026
Riverbend Wealth Management, LLC History No change 3,360 762 0.38% 0.38% 1010 0 0.0% Q2 2026 Jul 22, 2026
CAMDEN NATIONAL BANK History No change 3,351 760 0.1% 0.1% 1011 0 0.0% Q2 2026 Jul 31, 2026
Pine Valley Investments Ltd Liability Co History No change 3,348 760 0.03% 0.03% 1012 0 0.0% Q2 2026 Jul 24, 2026
Shulman DeMeo Asset Management LLC History Added to 3,259 751 0.15% 0.14% 1013 +4 0.12% Q3 2026 Oct 09, 2026
Plante Moran Financial Advisors, LLC History No change 3,304 750 0.03% 0.03% 1014 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 3,300 749 0.12% 0.12% 1015 0 0.0% Q2 2026 Jul 24, 2026
C2C Wealth Management, LLC History No change 3,302 749 0.59% 0.59% 1016 0 0.0% Q2 2026 Jul 09, 2026
DAVIS SELECTED ADVISERS History No change 3,288 746 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 11, 2026
CHILTON INVESTMENT CO INC. History No change 3,278 744 0.02% 0.02% 1018 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 3,265 741 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 3,262 740 0.18% 0.18% 1020 0 0.0% Q2 2026 Jul 30, 2026
Quartz Partners, LLC History No change 3,239 735 0.24% 0.24% 1021 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 3,215 734 0.52% 0.5% 1022 0 0.0% Q3 2026 Oct 09, 2026
VestGen Investment Management History No change 3,222 731 0.39% 0.39% 1023 0 0.0% Q2 2026 Jul 31, 2026
Blankinship & Foster, LLC History No change 3,219 730 0.15% 0.15% 1024 0 0.0% Q2 2026 Jul 30, 2026
Capital Squared Financial LLC History No change 3,198 726 0.47% 0.47% 1025 0 0.0% Q2 2026 Jul 21, 2026
Financial Partners Group, Inc History No change 3,197 725 0.07% 0.07% 1026 0 0.0% Q2 2026 Jul 23, 2026
1ST SOURCE BANK History No change 3,190 724 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 06, 2026
Advisor OS, LLC History No change 3,185 723 0.05% 0.05% 1028 0 0.0% Q2 2026 Aug 05, 2026
Atlanta Consulting Group Advisors, LLC History No change 3,176 721 0.11% 0.11% 1029 0 0.0% Q2 2026 Aug 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 3,162 717 0.07% 0.07% 1030 0 0.0% Q2 2026 Jul 22, 2026
Fiscal Wisdom Wealth Management, LLC History No change 3,149 715 0.61% 0.61% 1031 0 0.0% Q2 2026 Jul 21, 2026
IMA Advisory Services, Inc. History No change 3,145 714 0.04% 0.04% 1032 0 0.0% Q2 2026 Aug 10, 2026
Renasant Bank History No change 3,134 711 0.46% 0.46% 1033 0 0.0% Q2 2026 Aug 11, 2026
Atlas Brown,Inc. History Added to 3,106 708 0.19% 0.18% 1034 +181 6.19% Q3 2026 Oct 09, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 3,101 707 0.47% 0.47% 1037 +11 0.36% Q3 2026 Oct 09, 2026
Elevated Capital Advisors, LLC History No change 3,116 707 0.19% 0.19% 1035 0 0.0% Q2 2026 Aug 03, 2026
Foundation Wealth Management, LLC\PA History No change 3,114 707 0.21% 0.21% 1036 0 0.0% Q2 2026 Jul 21, 2026
GDS Wealth Management History No change 3,113 706 0.03% 0.03% 1038 0 0.0% Q2 2026 Aug 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,112 706 0.2% 0.2% 1039 0 0.0% Q2 2026 Aug 12, 2026
BAM Wealth Management, LLC History No change 3,101 704 0.44% 0.44% 1040 0 0.0% Q2 2026 Jul 14, 2026
Guardian Asset Advisors, LLC History No change 3,088 701 0.32% 0.32% 1041 0 0.0% Q2 2026 Jul 21, 2026
Veracity Capital LLC History Reduced 3,067 700 0.19% 0.19% 1042 -41 -1.32% Q3 2026 Oct 08, 2026
Capital Investment Advisors, LLC History No change 3,079 699 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 06, 2026
Opal Wealth Advisors, LLC History No change 3,070 697 0.15% 0.15% 1044 0 0.0% Q2 2026 Jul 20, 2026
Evergreen Private Wealth LLC History No change 3,070 697 0.26% 0.26% 1045 0 0.0% Q2 2026 Jul 23, 2026
Royal Fund Management, LLC History No change 3,059 694 0.06% 0.06% 1046 0 0.0% Q2 2026 Jul 20, 2026
Meeder Advisory Services, Inc. History No change 3,043 690 0.03% 0.03% 1047 0 0.0% Q2 2026 Aug 07, 2026
Essex Bank History No change 3,007 682 0.15% 0.15% 1048 0 0.0% Q2 2026 Jul 23, 2026
MEMBERS WEALTH LLC History No change 3,004 682 0.37% 0.37% 1049 0 0.0% Q2 2026 Jul 09, 2026
HSBC HOLDINGS PLC History No change 3,000 681 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 2,998 680 0.13% 0.13% 1051 0 0.0% Q2 2026 Jul 23, 2026
Index Technologies Group LLC History No change 2,994 679 0.54% 0.54% 1052 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 2,989 678 0.4% 0.4% 1053 0 0.0% Q2 2026 Aug 11, 2026
Madson Wealth Advisors Inc History No change 2,982 677 0.46% 0.46% 1054 0 0.0% Q2 2026 Jul 21, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,973 675 0.05% 0.05% 1055 0 0.0% Q2 2026 Aug 14, 2026
Oxler Private Wealth LLC History No change 2,965 673 0.19% 0.19% 1056 0 0.0% Q2 2026 Aug 03, 2026
FLP Wealth Management, LLC History No change 2,962 672 1.2% 1.2% 1057 0 0.0% Q2 2026 Jul 28, 2026
Keel Point, LLC History No change 2,938 667 0.04% 0.04% 1058 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 2,922 663 0.01% 0.01% 1059 0 0.0% Q2 2026 Aug 13, 2026
Syntegra Private Wealth Group, LLC History No change 2,916 662 0.05% 0.05% 1060 0 0.0% Q2 2026 Jul 15, 2026
New Republic Capital, LLC History No change 2,907 660 0.15% 0.15% 1061 0 0.0% Q2 2026 Jul 31, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,886 655 0.04% 0.04% 1062 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 2,867 651 0.12% 0.12% 1063 0 0.0% Q2 2026 Aug 05, 2026
Integrated Capital Management, LLC History No change 2,870 651 0.23% 0.23% 1064 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 2,864 650 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 13, 2026
WNY Asset Management, LLC History No change 2,863 650 0.06% 0.06% 1066 0 0.0% Q2 2026 Aug 17, 2026
Spinnaker Investment Group, LLC History No change 2,863 650 0.1% 0.1% 1067 0 0.0% Q2 2026 Jul 10, 2026
Midwest Financial Network, LLC History No change 2,854 648 0.44% 0.44% 1068 0 0.0% Q2 2026 Jul 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,836 643 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 2,836 643 0.02% 0.02% 1070 0 0.0% Q2 2026 Aug 12, 2026
WATERSHED PRIVATE WEALTH LLC History No change 2,826 641 0.18% 0.18% 1071 0 0.0% Q2 2026 Jul 17, 2026
Bellwether Advisors, LLC History No change 2,820 640 0.09% 0.09% 1072 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 2,813 638 0.06% 0.06% 1073 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History No change 2,797 635 0.02% 0.02% 1074 0 0.0% Q2 2026 Jul 07, 2026
Independent Wealth Network Inc. History No change 2,779 630 0.16% 0.16% 1075 0 0.0% Q2 2026 Jul 20, 2026
Madison Wealth Partners, Inc History No change 2,766 628 0.08% 0.08% 1076 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,763 627 0.06% 0.06% 1077 0 0.0% Q2 2026 Aug 07, 2026
POSTROCK PARTNERS LLC History No change 2,765 627 0.25% 0.25% 1078 0 0.0% Q2 2026 Jul 24, 2026
Morton Capital Management LLC/CA History No change 2,759 626 0.09% 0.09% 1079 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 2,759 626 0.06% 0.06% 1080 0 0.0% Q2 2026 Jul 31, 2026
Edgemoor Investment Advisors, Inc. History No change 2,754 625 0.04% 0.04% 1081 0 0.0% Q2 2026 Aug 07, 2026
HCR Wealth Advisors History No change 2,745 623 0.06% 0.06% 1082 0 0.0% Q2 2026 Jul 13, 2026
Disciplined Investments, LLC History No change 2,741 622 0.2% 0.2% 1083 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,732 619 0.06% 0.06% 1084 0 0.0% Q2 2026 Aug 13, 2026
LYNCH & ASSOCIATES/IN History No change 2,725 618 0.11% 0.11% 1085 0 0.0% Q2 2026 Jul 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,711 615 0.05% 0.05% 1086 0 0.0% Q2 2026 Aug 05, 2026
CAPITAL ADVISORS INC/OK History No change 2,698 612 0.01% 0.01% 1087 0 0.0% Q2 2026 Jul 22, 2026
Harvest Investment Services, LLC History No change 2,695 612 0.09% 0.09% 1088 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 2,691 611 0.01% 0.01% 1089 0 0.0% Q2 2026 Aug 12, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 2,689 610 0.37% 0.37% 1090 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 2,677 607 0.06% 0.06% 1091 0 0.0% Q2 2026 Jul 30, 2026
71 West Capital Partners History No change 2,660 603 0.02% 0.02% 1092 0 0.0% Q2 2026 Aug 04, 2026
CWS Financial Advisors, LLC History No change 2,651 601 0.13% 0.13% 1093 0 0.0% Q2 2026 Jul 30, 2026
Prasad Wealth Partners, LLC History No change 2,645 600 0.14% 0.14% 1094 0 0.0% Q2 2026 Jul 29, 2026
TCV Trust & Wealth Management, Inc. History No change 2,638 598 0.05% 0.05% 1095 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 2,633 597 0.04% 0.04% 1096 0 0.0% Q2 2026 Jul 06, 2026
WELCH & FORBES LLC History No change 2,600 590 0.01% 0.01% 1097 0 0.0% Q2 2026 Jul 30, 2026
Investment Research & Advisory Group, Inc. History No change 2,599 590 0.18% 0.18% 1098 0 0.0% Q2 2026 Jul 23, 2026
Winthrop Advisory Group LLC History No change 2,563 582 0.04% 0.04% 1099 0 0.0% Q2 2026 Jul 17, 2026
Confluence Wealth Services, Inc. History No change 2,557 580 0.02% 0.02% 1100 0 0.0% Q2 2026 Jul 22, 2026
Advisory Alpha, LLC History No change 2,554 579 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 11, 2026
Gradient Capital Advisors, LLC History No change 2,523 572 0.13% 0.13% 1102 0 0.0% Q2 2026 Jul 13, 2026
High Net Worth Advisory Group LLC History No change 2,500 567 0.12% 0.12% 1103 0 0.0% Q2 2026 Jul 29, 2026
KERR FINANCIAL PLANNING Corp History No change 2,499 567 0.63% 0.63% 1104 0 0.0% Q2 2026 Jul 02, 2026
PSI Advisors, LLC History No change 2,493 566 0.13% 0.13% 1105 0 0.0% Q2 2026 Aug 03, 2026
Ballentine Capital Advisors, Inc History No change 2,493 566 0.21% 0.21% 1106 0 0.0% Q2 2026 Jul 23, 2026
SPINNAKER TRUST History No change 2,477 562 0.03% 0.03% 1107 0 0.0% Q2 2026 Aug 03, 2026
Hyundai Investments Co., Ltd. History No change 2,478 562 0.61% 0.61% 1108 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 2,473 561 0.22% 0.22% 1109 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,473 561 0.22% 0.22% 1110 0 0.0% Q2 2026 Jul 06, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,469 560 0.08% 0.08% 1111 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 2,470 560 0.06% 0.06% 1112 0 0.0% Q2 2026 Jul 09, 2026
Benchmark Investment Advisors LLC History No change 2,464 559 0.25% 0.25% 1113 0 0.0% Q2 2026 Aug 12, 2026
PUREfi Wealth, LLC History No change 2,456 557 0.31% 0.31% 1114 0 0.0% Q2 2026 Jul 27, 2026
Aureum Wealth Management, LLC History No change 2,455 557 0.35% 0.35% 1115 0 0.0% Q2 2026 Jul 22, 2026
SkyOak Wealth, LLC History No change 2,450 556 0.09% 0.09% 1116 0 0.0% Q2 2026 Jul 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,578 554 0.01% 0.01% 1117 0 0.0% Q2 2026 Aug 06, 2026
MONEYWISE, INC. History No change 2,443 554 0.21% 0.21% 1118 0 0.0% Q2 2026 Jul 21, 2026
Verdence Capital Advisors LLC History No change 2,418 549 0.03% 0.03% 1119 0 0.0% Q2 2026 Jul 29, 2026
Johnson Financial Group, Inc. History No change 2,416 548 0.02% 0.02% 1120 0 0.0% Q2 2026 Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,413 547 0.08% 0.08% 1121 0 0.0% Q2 2026 Jul 14, 2026
LJI Wealth Management, LLC History No change 2,413 547 0.08% 0.08% 1122 0 0.0% Q2 2026 Jul 31, 2026
Compass Financial Group, Inc. (Ohio) History No change 2,410 547 0.37% 0.37% 1123 0 0.0% Q2 2026 Aug 12, 2026
OKABENA INVESTMENT SERVICES INC History No change 2,400 544 0.1% 0.1% 1124 0 0.0% Q2 2026 Aug 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,395 543 0.02% 0.02% 1125 0 0.0% Q2 2026 Jul 22, 2026
Wealth Care LLC History No change 2,387 541 0.44% 0.44% 1126 0 0.0% Q2 2026 Jul 15, 2026
ALTFEST L J & CO INC History No change 2,378 539 0.05% 0.05% 1127 0 0.0% Q2 2026 Jul 30, 2026
Curbstone Financial Management Corp History No change 2,374 539 0.09% 0.09% 1128 0 0.0% Q2 2026 Jul 14, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 2,373 538 0.04% 0.04% 1129 0 0.0% Q2 2026 Aug 07, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 2,367 537 0.33% 0.33% 1130 0 0.0% Q2 2026 Jul 28, 2026
Klingman & Associates, LLC History No change 2,363 536 0.02% 0.02% 1131 0 0.0% Q2 2026 Jul 29, 2026
Sage Mountain Advisors LLC History No change 2,362 536 0.03% 0.03% 1132 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 2,365 536 0.03% 0.03% 1133 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST BANK History No change 2,352 534 0.04% 0.04% 1134 0 0.0% Q2 2026 Aug 05, 2026
4J Wealth Management LLC History No change 2,344 532 0.26% 0.26% 1135 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA SECURITIES, LLC History No change 2,337 530 0.05% 0.05% 1136 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 2,331 529 0.02% 0.02% 1137 0 0.0% Q2 2026 Jul 30, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,333 529 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 07, 2026
VSM Wealth Advisory, LLC History No change 2,334 529 0.14% 0.14% 1139 0 0.0% Q2 2026 Jul 22, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,326 528 0.07% 0.07% 1140 0 0.0% Q2 2026 Aug 05, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 2,329 528 0.08% 0.08% 1141 0 0.0% Q2 2026 Jul 23, 2026
Journey Advisory Group, LLC History No change 2,326 528 0.04% 0.04% 1142 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 2,315 525 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 11, 2026
First Western Trust Bank History No change 2,308 524 0.03% 0.03% 1144 0 0.0% Q2 2026 Jul 29, 2026
Security National Bank History No change 2,297 521 0.06% 0.06% 1145 0 0.0% Q2 2026 Jul 15, 2026
CABOT WEALTH MANAGEMENT INC History No change 2,292 520 0.05% 0.05% 1146 0 0.0% Q2 2026 Jul 31, 2026
GEN Financial Management, INC. History No change 2,294 520 0.31% 0.31% 1147 0 0.0% Q2 2026 Jul 24, 2026
TBH Global Asset Management, LLC History No change 2,282 518 0.09% 0.09% 1148 0 0.0% Q2 2026 Aug 05, 2026
Clayton Financial Group LLC History No change 2,282 518 0.29% 0.29% 1149 0 0.0% Q2 2026 Jul 20, 2026
STAGE HARBOR FINANCIAL, LLC History No change 2,276 516 0.3% 0.3% 1150 0 0.0% Q2 2026 Aug 07, 2026
Sequent Planning LLC History No change 2,271 515 0.11% 0.11% 1151 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 2,265 514 0.06% 0.06% 1152 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,260 513 0.03% 0.03% 1153 0 0.0% Q2 2026 Aug 05, 2026
Aurora Private Wealth, Inc. History No change 2,257 512 0.32% 0.32% 1154 0 0.0% Q2 2026 Jul 21, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 2,255 512 0.21% 0.21% 1155 0 0.0% Q2 2026 Jul 20, 2026
Elevation Wealth Management LLC History No change 2,244 509 0.38% 0.38% 1156 0 0.0% Q2 2026 Jul 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,238 508 0.07% 0.07% 1157 0 0.0% Q2 2026 Jul 21, 2026
Reynders McVeigh Capital Management, LLC History No change 2,233 507 0.02% 0.02% 1158 0 0.0% Q2 2026 Sep 15, 2026
Advisory Solutions Group, LLC History No change 2,230 506 0.17% 0.17% 1159 0 0.0% Q2 2026 Jul 29, 2026
Veery Capital, LLC History Added to 2,209 504 0.13% 0.13% 1160 +81 3.81% Q3 2026 Oct 07, 2026
Capital Investment Advisory Services, LLC History No change 2,210 501 0.03% 0.03% 1161 0 0.0% Q2 2026 Jul 23, 2026
GreatBanc Trust CO History No change 2,200 499 0.31% 0.31% 1162 0 0.0% Q2 2026 Jul 29, 2026
MW ADVISORY, LLC History No change 2,200 499 0.2% 0.2% 1163 0 0.0% Q2 2026 Aug 07, 2026
Insight Advisors, LLC/ PA History No change 2,198 498 0.09% 0.09% 1164 0 0.0% Q2 2026 Aug 05, 2026
Mosley Wealth Management History No change 2,191 497 0.16% 0.16% 1165 0 0.0% Q2 2026 Jul 23, 2026
Meramec Financial Planners, LLC History No change 2,143 497 0.18% 0.18% 1166 0 0.0% Q2 2026 Jul 28, 2026
Busey Bank History No change 2,179 494 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 2,179 494 0.03% 0.03% 1168 0 0.0% Q2 2026 Aug 17, 2026
Parkwoods Wealth Partners, LLC History No change 2,165 491 0.08% 0.08% 1169 0 0.0% Q2 2026 Jul 27, 2026
Genesis Financial Group, LLC History No change 2,160 490 0.32% 0.32% 1170 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 2,154 489 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 31, 2026
STOCK YARDS BANK & TRUST CO History No change 2,141 486 0.01% 0.01% 1172 0 0.0% Q2 2026 Aug 19, 2026
Community Bank, N.A. History No change 2,141 486 0.05% 0.05% 1173 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 2,144 486 0.18% 0.18% 1174 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 2,144 486 0.02% 0.02% 1175 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 2,139 485 0.01% 0.01% 1176 0 0.0% Q2 2026 Jul 29, 2026
Northwest Financial Advisors History No change 2,138 485 0.06% 0.06% 1177 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 2,135 484 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisors, LLC History No change 2,126 482 0.07% 0.07% 1179 0 0.0% Q2 2026 Jul 22, 2026
Salus Financial Advisors, LLC History No change 2,115 480 0.24% 0.24% 1180 0 0.0% Q2 2026 Aug 06, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,112 479 0.02% 0.02% 1181 0 0.0% Q2 2026 Jul 20, 2026
Kathmere Capital Management, LLC History No change 2,113 479 0.03% 0.03% 1182 0 0.0% Q2 2026 Jul 29, 2026
Clarendon Private LLC History No change 2,114 479 0.31% 0.31% 1183 0 0.0% Q2 2026 Jul 22, 2026
Quantbot Technologies LP History No change 2,100 476 0.02% 0.02% 1184 0 0.0% Q2 2026 Aug 12, 2026
Analyst IMS Investment Management Services Ltd. History No change 2,091 475 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 29, 2026
Foguth Wealth Management, LLC. History No change 2,071 475 0.05% 0.05% 1186 0 0.0% Q2 2026 Jul 21, 2026
Conservest Capital Advisors, Inc. History No change 2,080 472 0.04% 0.04% 1187 0 0.0% Q2 2026 Jul 22, 2026
Tulsa Wealth Advisors, INC History No change 2,075 471 0.07% 0.07% 1188 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,071 470 0.0% 0.0% 1189 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 2,066 469 0.15% 0.15% 1190 0 0.0% Q2 2026 Jul 27, 2026
Stone Summit Wealth LLC History No change 2,065 468 0.12% 0.12% 1191 0 0.0% Q2 2026 Jul 23, 2026
Stewardship Advisors, LLC History No change 2,056 466 0.1% 0.1% 1192 0 0.0% Q2 2026 Jul 20, 2026
ELEMENT POINTE ADVISORS, LLC History No change 2,055 466 0.08% 0.08% 1193 0 0.0% Q2 2026 Aug 07, 2026
Worth Financial Advisory Group, LLC History No change 2,054 466 0.19% 0.19% 1194 0 0.0% Q2 2026 Jul 30, 2026
Armstrong, Fleming & Moore, Inc History No change 2,048 465 0.15% 0.15% 1195 0 0.0% Q2 2026 Jul 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 2,050 465 0.03% 0.03% 1196 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds, LLC. History No change 875 462 0.1% 0.1% 1197 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,034 461 0.07% 0.07% 1198 0 0.0% Q2 2026 Aug 10, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,017 458 0.06% 0.06% 1199 0 0.0% Q2 2026 Aug 12, 2026
TENET WEALTH PARTNERS, LLC History No change 1,966 456 0.34% 0.34% 1200 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,000 454 0.01% 0.01% 1201 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 1,998 453 0.06% 0.06% 1202 0 0.0% Q2 2026 Jul 30, 2026
Wealthfront Advisers LLC History No change 1,997 453 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 07, 2026
Brand Asset Management Group, Inc. History No change 1,983 450 0.1% 0.1% 1204 0 0.0% Q2 2026 Aug 12, 2026
NOVUS ADVISORS, LLC History No change 1,984 450 0.94% 0.94% 1205 0 0.0% Q2 2026 Jul 27, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 1,970 449 0.04% 0.04% 1206 -172 -8.03% Q3 2026 Oct 07, 2026
Legend Capital Advisors LLC History No change 1,972 447 0.24% 0.24% 1207 0 0.0% Q2 2026 Aug 14, 2026
BLB&B Advisors, LLC History No change 1,966 446 0.02% 0.02% 1208 0 0.0% Q2 2026 Aug 05, 2026
Performance Wealth Partners, LLC History No change 1,966 446 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 07, 2026
AVISO WEALTH MANAGEMENT History No change 1,964 446 0.15% 0.15% 1210 0 0.0% Q2 2026 Aug 04, 2026
Curtis Advisory Group, LLC History No change 1,964 445 0.09% 0.09% 1211 0 0.0% Q2 2026 Jul 29, 2026
Frontier Asset Management, LLC History No change 1,959 444 0.08% 0.08% 1212 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 1,960 444 0.05% 0.05% 1213 0 0.0% Q2 2026 Jul 29, 2026
TCP Asset Management, LLC History No change 1,934 439 0.05% 0.05% 1214 0 0.0% Q2 2026 Jul 15, 2026
NTV ASSET MANAGEMENT LLC History No change 1,930 438 0.04% 0.04% 1215 0 0.0% Q2 2026 Aug 05, 2026
Affiance Financial, LLC History No change 1,917 435 0.06% 0.06% 1216 0 0.0% Q2 2026 Jul 09, 2026
Compass Financial Services Inc History No change 1,909 433 0.16% 0.16% 1217 0 0.0% Q2 2026 Jul 24, 2026
S&A Financial Services, Inc. History No change 1,908 433 0.26% 0.26% 1218 0 0.0% Q2 2026 Jul 27, 2026
Ironwood Investment Counsel, LLC History No change 1,906 432 0.06% 0.06% 1219 0 0.0% Q2 2026 Aug 05, 2026
Bank OZK History No change 1,903 432 0.13% 0.13% 1220 0 0.0% Q2 2026 Aug 17, 2026
PROTECTIVE LIFE CORP History No change 1,902 431 3.08% 3.08% 1221 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,900 431 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 1,901 431 0.04% 0.04% 1223 0 0.0% Q2 2026 Aug 10, 2026
LGL PARTNERS, LLC History No change 1,895 430 0.16% 0.16% 1224 0 0.0% Q2 2026 Jul 27, 2026
Marex Group Ltd History No change 1,898 430 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 1,891 429 0.01% 0.01% 1226 0 0.0% Q2 2026 Aug 14, 2026
AA Financial Advisors, LLC History No change 1,892 429 0.05% 0.05% 1227 0 0.0% Q2 2026 Jul 17, 2026
Level Wealth Management LLC History No change 1,889 428 0.17% 0.17% 1228 0 0.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History No change 1,881 427 0.03% 0.03% 1229 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 1,868 424 0.01% 0.01% 1230 0 0.0% Q2 2026 Jul 09, 2026
Weaver Consulting Group History No change 1,855 423 0.08% 0.09% 1231 0 0.0% Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History No change 1,860 422 0.02% 0.02% 1232 0 0.0% Q2 2026 Aug 07, 2026
Triton Financial Group Inc History No change 1,860 422 0.24% 0.24% 1233 0 0.0% Q2 2026 Aug 17, 2026
GAMMA Investing LLC History Added to 1,848 421 0.01% 0.01% 1234 +311 20.23% Q3 2026 Oct 08, 2026
Belvedere Trading LLC History No change 1,854 420 0.0% 0.0% 1235 0 0.0% Q2 2026 Jul 31, 2026
GRANDFIELD & DODD, LLC History No change 1,848 419 0.02% 0.02% 1236 0 0.0% Q2 2026 Aug 07, 2026
ShoreHaven Wealth Partners, LLC History No change 1,845 419 0.13% 0.13% 1237 0 0.0% Q2 2026 Jul 14, 2026
Stratos Investment Management, LLC History No change 1,843 418 0.02% 0.02% 1238 0 0.0% Q2 2026 Aug 11, 2026
Onyx Bridge Wealth Group LLC History No change 1,839 417 0.04% 0.04% 1239 0 0.0% Q2 2026 Jul 23, 2026
UNION SAVINGS BANK History No change 1,838 417 0.17% 0.17% 1240 0 0.0% Q2 2026 Jul 23, 2026
Hara Capital LLC History No change 1,835 416 0.22% 0.22% 1241 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History No change 1,823 413 0.01% 0.01% 1242 0 0.0% Q2 2026 Jul 10, 2026
Envision Financial Transparency, LLC History No change 2,158 411 0.35% 0.35% 1243 0 0.0% Q2 2026 Aug 21, 2026
LANARK FINANCIAL, INC. History No change 1,806 410 0.03% 0.03% 1244 0 0.0% Q2 2026 Jul 21, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,810 410 0.02% 0.02% 1245 0 0.0% Q2 2026 Jul 20, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 1,806 410 0.02% 0.02% 1246 0 0.0% Q2 2026 Jul 27, 2026
Impact Partnership Wealth, LLC History No change 1,803 409 0.04% 0.04% 1247 0 0.0% Q2 2026 Jul 29, 2026
ENZI WEALTH History No change 1,767 406 0.13% 0.13% 1248 0 0.0% Q2 2026 Jul 15, 2026
UNIQUE WEALTH, LLC History No change 1,792 406 0.05% 0.05% 1249 0 0.0% Q2 2026 Jul 21, 2026
Old North State Trust, LLC History No change 1,784 405 0.21% 0.21% 1250 0 0.0% Q2 2026 Aug 17, 2026
Boston Partners History No change 1,781 404 0.0% 0.0% 1251 0 0.0% Q2 2026 Aug 04, 2026
BankPlus Trust Department History No change 1,769 401 0.09% 0.09% 1252 0 0.0% Q2 2026 Jul 28, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 1,753 398 0.09% 0.09% 1253 0 0.0% Q2 2026 Jul 20, 2026
Breakwater Capital Group History Added to 1,742 397 0.05% 0.05% 1254 +11 0.64% Q3 2026 Oct 08, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 1,736 396 0.0% 0.01% 1256 -369 -17.53% Q3 2026 Oct 05, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 1,747 396 0.12% 0.12% 1255 0 0.0% Q2 2026 Jul 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,747 396 0.0% 0.0% 1257 0 0.0% Q2 2026 Jul 30, 2026
L & S Advisors Inc History No change 1,747 396 0.04% 0.04% 1258 0 0.0% Q2 2026 Aug 12, 2026
Wagner Wealth Management, Corp History No change 1,747 396 0.32% 0.32% 1259 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 1,744 395 0.0% 0.0% 1260 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 1,735 394 0.25% 0.25% 1261 0 0.0% Q2 2026 Aug 13, 2026
Newton One Investments LLC History No change 1,735 393 0.1% 0.1% 1262 0 0.0% Q2 2026 Jul 22, 2026
Beacon Bridge Wealth Partners, LLC History No change 1,732 393 0.11% 0.11% 1263 0 0.0% Q2 2026 Aug 05, 2026
LCNB CORP History No change 1,720 390 0.12% 0.12% 1264 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL PLANNING, INC History No change 1,714 389 0.13% 0.13% 1265 0 0.0% Q2 2026 Aug 06, 2026
Independent Wealth Advisors LLC History No change 1,714 389 0.35% 0.35% 1266 0 0.0% Q2 2026 Jul 27, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 1,709 388 0.25% 0.25% 1267 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 1,711 388 0.3% 0.3% 1268 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 1,697 385 0.02% 0.02% 1269 0 0.0% Q2 2026 Sep 11, 2026
Shakespeare Wealth Management, LLC History No change 1,693 384 0.1% 0.1% 1270 0 0.0% Q2 2026 Jul 20, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 1,691 383 0.04% 0.04% 1271 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 1,679 381 0.0% 0.0% 1272 0 0.0% Q2 2026 Aug 14, 2026
Processus Wealth & Capital Management, LLC History No change 1,678 381 0.23% 0.23% 1273 0 0.0% Q2 2026 Jul 15, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,675 380 0.05% 0.05% 1274 0 0.0% Q2 2026 Aug 11, 2026
American Investment Services, Inc. History No change 1,666 378 0.08% 0.08% 1275 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History No change 1,667 378 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 05, 2026
Permanent Capital Management, LP History No change 1,666 378 0.05% 0.05% 1277 0 0.0% Q2 2026 Aug 12, 2026
Seros Financial, LLC History No change 1,663 377 0.2% 0.2% 1278 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 1,660 376 0.1% 0.1% 1279 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 1,652 375 0.12% 0.12% 1280 0 0.0% Q2 2026 Aug 13, 2026
WIMMER ASSOCIATES 1, LLC History No change 1,650 374 0.17% 0.17% 1281 0 0.0% Q2 2026 Aug 14, 2026
FSA WEALTH PARTNERS, INC. History No change 1,646 373 0.09% 0.09% 1282 0 0.0% Q2 2026 Aug 03, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 1,638 373 0.07% 0.08% 1283 0 0.0% Q3 2026 Oct 05, 2026
First County Bank /CT/ History No change 1,643 373 0.18% 0.18% 1284 0 0.0% Q2 2026 Jul 02, 2026
Old Peak Finance LLC History No change 1,640 372 0.18% 0.18% 1285 0 0.0% Q2 2026 Aug 03, 2026
Colorado Capital Management, Inc. History No change 1,632 371 0.13% 0.13% 1286 0 0.0% Q2 2026 Jul 08, 2026
Stirlingshire Investments, Inc. History No change 1,632 370 0.27% 0.27% 1287 0 0.0% Q2 2026 Jul 31, 2026
Carnegie Investment Counsel History No change 1,608 365 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 30, 2026
Navalign, LLC History No change 1,611 365 0.09% 0.09% 1289 0 0.0% Q2 2026 Jul 27, 2026
Friday Financial History No change 1,600 365 0.07% 0.1% 1290 0 0.0% Q3 2026 Oct 09, 2026
URS Advisory LLC History No change 1,610 365 0.2% 0.2% 1291 0 0.0% Q2 2026 Jul 27, 2026
ProVise Management Group, LLC History No change 1,600 363 0.02% 0.02% 1292 0 0.0% Q2 2026 Aug 03, 2026
Brooklyn FI, LLC History No change 1,571 362 0.07% 0.07% 1293 0 0.0% Q2 2026 Aug 04, 2026
NWF Advisory Services Inc. History No change 1,591 361 0.03% 0.03% 1294 0 0.0% Q2 2026 Jul 29, 2026
Kure Advisory, LLC History Reduced 1,570 358 0.17% 0.2% 1298 -332 -17.46% Q3 2026 Oct 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,581 358 0.01% 0.01% 1295 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIENT ADVISORS LLC History No change 1,579 358 0.05% 0.05% 1296 0 0.0% Q2 2026 Aug 07, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 1,580 358 0.22% 0.22% 1297 0 0.0% Q2 2026 Jul 21, 2026
Timonier Family Office, LTD. History No change 1,573 357 0.1% 0.1% 1299 0 0.0% Q2 2026 Aug 03, 2026
VeraBank, N.A. History No change 1,569 356 0.06% 0.06% 1300 0 0.0% Q2 2026 Aug 05, 2026
Raab & Moskowitz Asset Management LLC History No change 1,555 353 0.07% 0.07% 1301 0 0.0% Q2 2026 Jul 28, 2026
Francis Financial, Inc. History No change 1,553 352 0.06% 0.06% 1302 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History No change 1,545 352 0.08% 0.07% 1303 0 0.0% Q3 2026 Oct 06, 2026
McHugh Group, LLC History No change 1,553 352 0.18% 0.18% 1304 0 0.0% Q2 2026 Jul 16, 2026
Aspen Investment Management Inc History No change 1,541 350 0.09% 0.09% 1305 0 0.0% Q2 2026 Jul 17, 2026
Courage Miller Partners, LLC History No change 1,541 349 0.09% 0.09% 1306 0 0.0% Q2 2026 Jul 23, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 1,527 346 0.13% 0.13% 1307 0 0.0% Q2 2026 Jul 20, 2026
One Capital Management, LLC History No change 1,635 345 0.01% 0.01% 1308 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 1,516 344 0.16% 0.16% 1309 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 1,517 344 0.19% 0.19% 1310 0 0.0% Q2 2026 Aug 17, 2026
CITY HOLDING CO History No change 1,509 342 0.04% 0.04% 1311 0 0.0% Q2 2026 Jul 10, 2026
MONETARY MANAGEMENT GROUP INC History No change 1,500 340 0.07% 0.07% 1312 0 0.0% Q2 2026 Aug 12, 2026
Sargent Investment Group, LLC History No change 1,501 340 0.04% 0.04% 1313 0 0.0% Q2 2026 Aug 11, 2026
KRS Capital Management, LLC History No change 1,495 339 0.16% 0.16% 1314 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History No change 1,494 339 0.02% 0.02% 1315 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History Reduced 1,476 336 0.04% 0.05% 1316 -245 -14.24% Q3 2026 Oct 08, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History No change 1,480 336 0.34% 0.34% 1317 0 0.0% Q2 2026 Jul 30, 2026
180 WEALTH ADVISORS, LLC History No change 1,476 335 0.03% 0.03% 1318 0 0.0% Q2 2026 Jul 07, 2026
LaFleur & Godfrey LLC History No change 1,475 334 0.04% 0.04% 1319 0 0.0% Q2 2026 Jul 15, 2026
Arkos Global Advisors History No change 1,471 334 0.04% 0.04% 1320 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 1,472 334 0.05% 0.05% 1321 0 0.0% Q2 2026 Aug 06, 2026
Optivise Advisory Services LLC History No change 1,474 334 0.17% 0.17% 1322 0 0.0% Q2 2026 Jul 13, 2026
BARRETT & COMPANY, INC. History No change 1,465 332 0.09% 0.09% 1323 0 0.0% Q2 2026 Jul 24, 2026
Wealthquest Corp History No change 1,466 332 0.02% 0.02% 1324 0 0.0% Q2 2026 Jul 23, 2026
Denver PWM, LLC History No change 1,397 332 0.11% 0.11% 1325 0 0.0% Q2 2026 Aug 17, 2026
Fortis Advisors, LLC History No change 1,463 332 0.16% 0.16% 1326 0 0.0% Q2 2026 Aug 13, 2026
Oath Planning, LLC History No change 1,462 332 0.25% 0.25% 1327 0 0.0% Q2 2026 Jul 24, 2026
DIVERSIFIED MANAGEMENT INC History Added to 1,451 331 0.06% 0.07% 1328 +5 0.35% Q3 2026 Oct 08, 2026
Gallacher Capital Management LLC History No change 1,459 331 0.19% 0.19% 1329 0 0.0% Q2 2026 Jul 16, 2026
BancFirst Trust & Investment Management History No change 1,456 330 0.14% 0.14% 1330 0 0.0% Q2 2026 Jul 23, 2026
Lantern Wealth Advisors, LLC History No change 1,448 328 0.15% 0.15% 1331 0 0.0% Q2 2026 Jul 28, 2026
APPLETON PARTNERS INC/MA History No change 1,440 327 0.02% 0.02% 1332 0 0.0% Q2 2026 Jul 21, 2026
BDFS Capital LLC History No change 1,436 326 0.14% 0.14% 1333 0 0.0% Q2 2026 Jul 15, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 1,435 325 0.02% 0.02% 1334 0 0.0% Q2 2026 Jul 14, 2026
Manchester Capital Management LLC History No change 1,433 325 0.04% 0.04% 1335 0 0.0% Q2 2026 Aug 13, 2026
Town Capital LLC History No change 1,434 325 0.21% 0.21% 1336 0 0.0% Q2 2026 Jul 27, 2026
Everhart Financial Group, Inc. History Added to 1,420 324 0.02% 0.02% 1339 +12 0.85% Q3 2026 Oct 08, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 1,428 324 0.02% 0.02% 1337 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Wealth Advisors, LLC History No change 1,431 324 0.04% 0.04% 1338 0 0.0% Q2 2026 Jul 15, 2026
Parkside Financial Bank & Trust History No change 1,415 321 0.02% 0.02% 1340 0 0.0% Q2 2026 Sep 04, 2026
Kendall Capital Management History No change 1,414 321 0.05% 0.05% 1341 0 0.0% Q2 2026 Aug 12, 2026
Evolution Wealth Advisors, LLC History No change 1,414 321 0.04% 0.04% 1342 0 0.0% Q2 2026 Jul 29, 2026
Alpha Financial Partners LLC History No change 1,417 321 0.17% 0.17% 1343 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisor Network LLC History No change 1,418 321 0.4% 0.4% 1344 0 0.0% Q2 2026 Aug 13, 2026
Strathmore Capital Advisors, Inc. History No change 1,390 320 0.09% 0.09% 1345 0 0.0% Q2 2026 Aug 10, 2026
Blue Chip Partners, LLC History No change 1,409 319 0.02% 0.02% 1346 0 0.0% Q2 2026 Aug 14, 2026
Global Financial Private Client, LLC History No change 1,407 319 0.09% 0.09% 1347 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Financial Group, LLC History No change 1,408 319 0.1% 0.1% 1348 0 0.0% Q3 2026 Oct 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 1,395 318 0.07% 0.08% 1349 0 0.0% Q3 2026 Oct 06, 2026
SAGE FINANCIAL GROUP INC History No change 1,397 317 0.02% 0.02% 1350 0 0.0% Q2 2026 Jul 21, 2026
Archford Capital Strategies, LLC History No change 1,399 317 0.03% 0.03% 1351 0 0.0% Q2 2026 Jul 17, 2026
Black Swift Group, LLC History No change 1,400 317 0.05% 0.05% 1352 0 0.0% Q2 2026 Aug 13, 2026
LFA - Lugano Financial Advisors SA History No change 1,400 317 0.19% 0.19% 1353 0 0.0% Q2 2026 Jul 28, 2026
Strategic Financial Partners, Ltd. History No change 1,396 316 0.12% 0.12% 1354 0 0.0% Q2 2026 Aug 03, 2026
Independence Bank of Kentucky History No change 1,387 314 0.04% 0.04% 1355 0 0.0% Q2 2026 Jul 13, 2026
Inspire Advisors, LLC History No change 1,387 314 0.02% 0.02% 1356 0 0.0% Q2 2026 Aug 13, 2026
Kapstone Financial Advisors LLC History No change 1,382 313 0.13% 0.13% 1357 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,379 313 0.18% 0.18% 1358 0 0.0% Q2 2026 Jul 21, 2026
Clark Asset Management, LLC History No change 1,380 313 0.02% 0.02% 1359 0 0.0% Q2 2026 Jul 07, 2026
Centennial Advisors, LLC History No change 1,377 312 0.37% 0.37% 1360 0 0.0% Q2 2026 Jul 27, 2026
Mountain Capital Investment Advisors Inc. History No change 1,371 311 0.04% 0.04% 1361 0 0.0% Q2 2026 Jul 14, 2026
FIRST INTERSTATE BANK History No change 1,369 310 0.02% 0.02% 1362 0 0.0% Q2 2026 Jul 24, 2026
Partners in Financial Planning History No change 1,363 309 0.05% 0.05% 1363 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 1,363 309 0.0% 0.0% 1364 0 0.0% Q2 2026 Aug 03, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,355 309 0.04% 0.04% 1365 0 0.0% Q2 2026 Aug 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,353 307 0.03% 0.03% 1366 0 0.0% Q2 2026 Jul 27, 2026
West Branch Capital LLC History No change 1,355 307 0.07% 0.07% 1367 0 0.0% Q2 2026 Jul 10, 2026
JTC Employer Solutions Trustee Ltd History No change 1,353 307 0.02% 0.02% 1368 0 0.0% Q2 2026 Jul 31, 2026
David J Yvars Group History Added to 1,342 306 0.14% 0.12% 1369 +180 15.49% Q3 2026 Oct 09, 2026
Nalls Sherbakoff Group, LLC History No change 1,344 305 0.22% 0.22% 1370 0 0.0% Q2 2026 Aug 17, 2026
Thrive Wealth Management, LLC History No change 1,345 305 0.04% 0.04% 1371 0 0.0% Q2 2026 Jul 07, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 1,343 304 0.03% 0.03% 1372 0 0.0% Q2 2026 Jul 09, 2026
Sagace Wealth Management LLC History No change 1,341 304 0.19% 0.19% 1373 0 0.0% Q2 2026 Aug 03, 2026
Prism Planning Partners LLC History No change 1,343 304 0.32% 0.32% 1374 0 0.0% Q2 2026 Jul 23, 2026
Commonwealth Financial Services, LLC History No change 1,330 302 0.04% 0.04% 1375 0 0.0% Q2 2026 Jul 15, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 1,334 302 0.05% 0.05% 1376 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 1,329 301 0.03% 0.03% 1377 0 0.0% Q2 2026 Jul 21, 2026
Family Office Research LLC History No change 1,327 301 0.11% 0.11% 1378 0 0.0% Q2 2026 Jul 27, 2026
Goodwin Investment Advisory History No change 1,324 300 0.6% 0.6% 1379 0 0.0% Q2 2026 Aug 19, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,318 299 0.02% 0.02% 1380 0 0.0% Q2 2026 Jul 31, 2026
TL Private Wealth History No change 1,293 298 0.11% 0.11% 1381 0 0.0% Q2 2026 Jul 08, 2026
RMR Wealth Builders History No change 1,314 298 0.02% 0.02% 1382 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,303 297 0.02% 0.02% 1383 0 0.0% Q3 2026 Oct 09, 2026
Legacy Trust History No change 1,304 296 0.05% 0.05% 1384 0 0.0% Q2 2026 Jul 31, 2026
Aufman Associates Inc History No change 1,308 296 0.12% 0.12% 1385 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 1,307 296 0.07% 0.07% 1386 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 1,300 295 0.18% 0.18% 1387 0 0.0% Q2 2026 Aug 17, 2026
Grove Bank & Trust History No change 1,290 294 0.03% 0.03% 1388 0 0.0% Q3 2026 Oct 08, 2026
Single Point Partners, LLC History No change 1,299 294 0.05% 0.05% 1389 0 0.0% Q2 2026 Jul 16, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 1,293 293 0.18% 0.18% 1390 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 1,286 291 0.02% 0.02% 1391 0 0.0% Q2 2026 Aug 04, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 1,285 291 0.06% 0.06% 1392 0 0.0% Q2 2026 Aug 06, 2026
MMBG INVESTMENT ADVISORS CO. History No change 1,275 289 0.02% 0.02% 1393 0 0.0% Q2 2026 Aug 10, 2026
ROMANO BROTHERS AND COMPANY History No change 1,272 288 0.03% 0.03% 1394 0 0.0% Q2 2026 Jul 21, 2026
Chesapeake Wealth Management History No change 1,270 288 0.08% 0.08% 1395 0 0.0% Q2 2026 Aug 13, 2026
Campion Asset Management History No change 1,270 288 0.18% 0.18% 1396 0 0.0% Q2 2026 Jul 28, 2026
Oasis Advisors, LLC History No change 1,271 288 0.19% 0.19% 1397 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,909 287 0.09% 0.09% 1398 0 0.0% Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,264 287 0.01% 0.01% 1399 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 1,264 287 0.01% 0.01% 1400 0 0.0% Q2 2026 Aug 04, 2026
Ullmann Wealth Partners Group, LLC History No change 1,264 286 0.03% 0.03% 1401 0 0.0% Q2 2026 Aug 10, 2026
Octavia Wealth Advisors, LLC History No change 1,263 286 0.02% 0.02% 1402 0 0.0% Q2 2026 Jul 14, 2026
Bangor Savings Bank History No change 1,252 285 0.02% 0.02% 1403 0 0.0% Q3 2026 Oct 06, 2026
Huntleigh Advisors, Inc. History No change 1,257 285 0.04% 0.04% 1404 0 0.0% Q2 2026 Aug 04, 2026
Genesee Capital Advisors, LLC History No change 1,254 284 0.09% 0.09% 1405 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Strategies, LLC History No change 1,252 284 0.04% 0.04% 1406 0 0.0% Q2 2026 Jul 21, 2026
Proactive Wealth Strategies LLC History No change 1,254 284 0.05% 0.05% 1407 0 0.0% Q2 2026 Aug 10, 2026
Vernal Point Advisors, LLC History No change 1,250 283 0.1% 0.1% 1408 0 0.0% Q2 2026 Aug 14, 2026
TrustWell Financial Advisors, LLC History No change 1,249 283 0.24% 0.24% 1409 0 0.0% Q2 2026 Jul 22, 2026
CIM, LLC History No change 1,244 282 0.04% 0.04% 1410 0 0.0% Q2 2026 Aug 13, 2026
Hurlow Wealth Management Group, Inc. History No change 1,240 281 0.06% 0.06% 1411 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,235 280 0.0% 0.0% 1412 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 1,234 280 0.03% 0.03% 1413 0 0.0% Q2 2026 Aug 10, 2026
Garden State Investment Advisory Services LLC History No change 1,237 280 0.05% 0.05% 1414 0 0.0% Q2 2026 Aug 11, 2026
Putney Financial Group LLC History No change 1,236 280 0.25% 0.25% 1415 0 0.0% Q2 2026 Jul 21, 2026
Factor Wealth Management LTD History Added to 1,224 279 0.04% 0.04% 1416 +1 0.08% Q3 2026 Oct 08, 2026
CORA CAPITAL ADVISORS LLC History No change 1,227 278 0.08% 0.08% 1417 0 0.0% Q2 2026 Jul 24, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 1,223 277 0.08% 0.08% 1418 0 0.0% Q2 2026 Aug 07, 2026
Presidio Capital Management, LLC History No change 1,220 277 0.07% 0.07% 1419 0 0.0% Q2 2026 Jul 14, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,212 275 0.13% 0.13% 1420 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Group, LLC History No change 1,210 274 0.02% 0.02% 1421 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 1,209 274 0.01% 0.01% 1422 0 0.0% Q2 2026 Jul 13, 2026
Investment Partners Asset Management, Inc. History No change 1,200 273 0.15% 0.15% 1423 0 0.0% Q3 2026 Oct 08, 2026
Walkner Condon Financial Advisors LLC History No change 1,194 271 0.03% 0.03% 1424 0 0.0% Q2 2026 Jul 27, 2026
Sageworth Trust Co of South Dakota History No change 1,194 271 0.17% 0.17% 1425 0 0.0% Q2 2026 Jul 28, 2026
Capital Management Associates, Inc History No change 1,195 271 0.05% 0.05% 1426 0 0.0% Q2 2026 Jul 22, 2026
HM PAYSON & CO History No change 1,191 270 0.0% 0.0% 1427 0 0.0% Q2 2026 Jul 17, 2026
WEBSTER BANK, N. A. History No change 1,193 270 0.02% 0.02% 1428 0 0.0% Q2 2026 Jul 20, 2026
Balboa Wealth Partners History No change 1,190 270 0.04% 0.04% 1429 0 0.0% Q2 2026 Aug 10, 2026
Portland Global Advisors LLC History No change 1,189 269 0.03% 0.03% 1430 0 0.0% Q2 2026 Aug 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 1,181 268 0.03% 0.03% 1431 0 0.0% Q2 2026 Jul 28, 2026
REAP Financial Group, LLC History No change 1,180 268 0.05% 0.05% 1432 0 0.0% Q2 2026 Aug 04, 2026
CAPE ANN SAVINGS BANK History No change 1,176 267 0.13% 0.13% 1433 0 0.0% Q2 2026 Aug 04, 2026
CWA Asset Management Group, LLC History No change 1,176 267 0.01% 0.01% 1434 0 0.0% Q2 2026 Jul 14, 2026
PRAIRIE ADVISORY, LLC History No change 1,177 267 0.06% 0.06% 1435 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 1,174 266 0.01% 0.01% 1436 0 0.0% Q2 2026 Aug 07, 2026
Longview Financial Advisors, Inc. History Added to 1,152 263 0.15% 0.15% 1438 +4 0.35% Q3 2026 Oct 08, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 1,162 263 0.05% 0.05% 1437 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY ADVISORS, INC. History No change 1,155 262 0.18% 0.18% 1439 0 0.0% Q2 2026 Jul 24, 2026
Bestgate Wealth Advisors, LLC History No change 1,158 262 0.42% 0.42% 1440 0 0.0% Q2 2026 Jul 29, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,150 261 0.0% 0.0% 1441 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 1,151 261 0.01% 0.01% 1442 0 0.0% Q2 2026 Jul 31, 2026
WoodTrust Financial Corp History Reduced 1,140 260 0.03% 0.03% 1444 -63 -5.24% Q3 2026 Oct 09, 2026
Hills Bank & Trust Co History No change 1,146 260 0.01% 0.01% 1443 0 0.0% Q2 2026 Aug 10, 2026
Western Financial Corp/CA History No change 1,148 260 0.08% 0.08% 1445 0 0.0% Q2 2026 Jul 22, 2026
Mainstream Capital Management LLC History No change 1,149 260 0.16% 0.16% 1446 0 0.0% Q2 2026 Jul 15, 2026
MAIRS & POWER INC History No change 1,143 259 0.0% 0.0% 1447 0 0.0% Q2 2026 Aug 14, 2026
TRUEFG, LLC History No change 1,145 259 0.06% 0.06% 1448 0 0.0% Q2 2026 Jul 16, 2026
Westover Capital Advisors, LLC History No change 1,134 257 0.04% 0.04% 1449 0 0.0% Q2 2026 Aug 04, 2026
Rockwood Wealth Management, LLC History No change 1,135 257 0.02% 0.02% 1450 0 0.0% Q2 2026 Jul 13, 2026
ST GERMAIN D J CO INC History No change 1,130 256 0.01% 0.01% 1451 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Services, Inc. History No change 1,130 256 0.01% 0.01% 1452 0 0.0% Q2 2026 Aug 24, 2026
Canvas Wealth Advisors, LLC History No change 1,130 256 0.04% 0.04% 1453 0 0.0% Q2 2026 Jul 10, 2026
Corundum Trust Company, INC History No change 1,130 256 0.68% 0.68% 1454 0 0.0% Q2 2026 Jul 29, 2026
Signature Equity Partners, LLC History No change 1,119 254 0.12% 0.12% 1455 0 0.0% Q2 2026 Jul 30, 2026
Axim Planning & Wealth History No change 1,118 253 0.35% 0.35% 1456 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,113 252 0.08% 0.08% 1457 0 0.0% Q2 2026 Jul 16, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,091 251 0.08% 0.08% 1458 0 0.0% Q2 2026 Jul 23, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,105 250 0.0% 0.0% 1459 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Capital Wealth Advisors History No change 1,100 249 0.17% 0.17% 1460 0 0.0% Q2 2026 Jul 23, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 1,098 249 0.06% 0.06% 1461 0 0.0% Q2 2026 Aug 10, 2026
OARSMAN CAPITAL, INC. History No change 1,094 248 0.03% 0.03% 1462 0 0.0% Q2 2026 Aug 07, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 1,083 247 0.13% 0.13% 1465 +2 0.19% Q3 2026 Oct 08, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,088 247 0.0% 0.0% 1463 0 0.0% Q2 2026 Aug 11, 2026
Realta Investment Advisors History No change 1,091 247 0.08% 0.08% 1464 0 0.0% Q2 2026 Jul 20, 2026
Freedom Day Solutions, LLC History No change 1,085 246 0.05% 0.05% 1466 0 0.0% Q2 2026 Jul 24, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 1,087 246 0.14% 0.14% 1467 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 1,080 245 0.02% 0.02% 1468 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 1,080 245 0.02% 0.02% 1469 0 0.0% Q2 2026 Aug 13, 2026
CarsonAllaria Wealth Management, Ltd. History No change 1,076 244 0.11% 0.11% 1470 0 0.0% Q2 2026 Jul 28, 2026
Sage Financial Management Group, Inc. History No change 1,071 243 0.07% 0.07% 1471 0 0.0% Q2 2026 Jul 24, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,073 243 0.01% 0.01% 1472 0 0.0% Q2 2026 Aug 12, 2026
Accretive Wealth Partners, LLC History No change 1,068 242 0.06% 0.06% 1473 0 0.0% Q2 2026 Jul 29, 2026
Tailwinds Wealth, LLC History No change 1,067 242 0.14% 0.14% 1474 0 0.0% Q2 2026 Jul 13, 2026
LANE BROTHERS & CO INC History No change 1,066 241 0.16% 0.16% 1475 0 0.0% Q2 2026 Aug 05, 2026
Acorn Wealth Advisors, LLC History No change 1,061 240 0.06% 0.06% 1476 0 0.0% Q2 2026 Jul 30, 2026
Segment Wealth Management, LLC History No change 1,054 239 0.01% 0.01% 1477 0 0.0% Q2 2026 Jul 16, 2026
CERTUITY, LLC History No change 1,053 239 0.01% 0.01% 1478 0 0.0% Q2 2026 Jul 28, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 1,054 239 0.05% 0.05% 1479 0 0.0% Q2 2026 Jul 09, 2026
MANCHESTER FINANCIAL INC History No change 1,050 238 0.04% 0.04% 1480 0 0.0% Q2 2026 Jul 17, 2026
Princeton Global Asset Management LLC History No change 1,050 238 0.03% 0.03% 1481 0 0.0% Q2 2026 Jul 16, 2026
GC Wealth Management RIA, LLC History No change 1,052 238 0.01% 0.01% 1482 0 0.0% Q2 2026 Jul 16, 2026
PATTEN & PATTEN INC/TN History No change 1,048 237 0.01% 0.01% 1483 0 0.0% Q2 2026 Aug 05, 2026
BURNS J W & CO INC/NY History No change 1,044 237 0.02% 0.02% 1484 0 0.0% Q2 2026 Jul 15, 2026
NI ACQUISITIONS COMPANY, LLC History No change 1,046 237 0.1% 0.1% 1485 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 1,032 234 0.01% 0.01% 1486 0 0.0% Q2 2026 Jul 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,026 232 0.0% 0.0% 1487 0 0.0% Q2 2026 Aug 10, 2026
Silver Oak Advisory Group, Inc. History No change 1,026 232 0.09% 0.09% 1488 0 0.0% Q2 2026 Jul 31, 2026
Zullo Investment Group, Inc. History No change 1,024 232 0.08% 0.08% 1489 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,024 232 0.0% 0.0% 1490 0 0.0% Q2 2026 Jul 28, 2026
Aviance Capital Partners, LLC History No change 1,020 231 0.02% 0.02% 1491 0 0.0% Q2 2026 Jul 30, 2026
Caldwell Trust Co History No change 1,018 231 0.02% 0.02% 1492 0 0.0% Q2 2026 Aug 03, 2026
Michael Brady & Co., LLC History No change 1,018 231 0.2% 0.2% 1493 0 0.0% Q2 2026 Aug 13, 2026
Paulson Wealth Management Inc. History No change 1,017 230 0.05% 0.05% 1494 0 0.0% Q2 2026 Aug 04, 2026
Crumly & Associates Inc. History No change 1,009 230 0.04% 0.04% 1495 0 0.0% Q3 2026 Oct 07, 2026
Team Financial Group, LLC History No change 1,015 230 0.1% 0.1% 1496 0 0.0% Q2 2026 Jul 10, 2026
Stonebridge Financial Group, LLC/CA History No change 1,012 229 0.03% 0.03% 1497 0 0.0% Q2 2026 Aug 13, 2026
ANB BANK History Reduced 1,001 228 0.08% 0.09% 1499 -10 -0.99% Q3 2026 Oct 09, 2026
Bienville Capital Management, LLC History No change 1,007 228 0.03% 0.03% 1498 0 0.0% Q2 2026 Aug 13, 2026
Shoker Investment Counsel, Inc. History No change 1,001 227 0.06% 0.06% 1500 0 0.0% Q2 2026 Aug 10, 2026
One Charles Private Wealth Services, LLC History No change 1,000 227 0.05% 0.05% 1501 0 0.0% Q2 2026 Jul 15, 2026
Old Port Advisors History No change 995 225 0.04% 0.04% 1502 0 0.0% Q2 2026 Jul 21, 2026
Farringdon Capital, Ltd. History No change 991 225 0.11% 0.11% 1503 0 0.0% Q2 2026 Aug 12, 2026
Stanich Group LLC History No change 995 225 0.14% 0.14% 1504 0 0.0% Q2 2026 Jul 16, 2026
Benin Management CORP History No change 990 224 0.05% 0.05% 1505 0 0.0% Q2 2026 Jul 15, 2026
PENNINGTON PARTNERS & CO., LLC History No change 990 224 0.07% 0.07% 1506 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 980 223 0.06% 0.07% 1508 -34 -3.35% Q3 2026 Oct 07, 2026
DAVIS R M INC History No change 982 223 0.0% 0.0% 1507 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 979 222 0.01% 0.01% 1509 0 0.0% Q2 2026 Aug 14, 2026
Maple Capital Management, Inc. History No change 978 222 0.01% 0.01% 1510 0 0.0% Q2 2026 Aug 13, 2026
Cove Private Wealth, LLC History No change 982 222 0.04% 0.04% 1511 0 0.0% Q2 2026 Jul 31, 2026
Richmond Investment Services, LLC History No change 977 221 0.07% 0.07% 1512 0 0.0% Q2 2026 Jul 27, 2026
NBH Bank History No change 975 221 0.09% 0.09% 1513 0 0.0% Q2 2026 Aug 14, 2026
Bridgewealth Advisory Group, LLC History No change 965 219 0.04% 0.04% 1514 0 0.0% Q2 2026 Jul 27, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 963 218 0.11% 0.11% 1515 0 0.0% Q2 2026 Aug 14, 2026
Trinity Wealth Management, LLC History No change 964 218 0.07% 0.07% 1516 0 0.0% Q2 2026 Jul 07, 2026
Columbus Macro, LLC History No change 964 218 0.02% 0.02% 1517 0 0.0% Q2 2026 Jul 22, 2026
Inscription Capital, LLC History No change 964 218 0.02% 0.02% 1518 0 0.0% Q2 2026 Aug 13, 2026
Pacific Asset Management, LLC History No change 964 218 0.11% 0.11% 1519 0 0.0% Q2 2026 Jul 27, 2026
Human Investing LLC History No change 957 217 0.03% 0.03% 1520 0 0.0% Q2 2026 Jul 21, 2026
IFC Advisors LLC History No change 958 217 0.03% 0.03% 1521 0 0.0% Q2 2026 Aug 05, 2026
Mathes Company, Inc. History No change 950 216 0.07% 0.07% 1522 0 0.0% Q2 2026 Aug 11, 2026
FIRST MANHATTAN CO. LLC. History No change 947 215 0.0% 0.0% 1523 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 951 215 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 946 214 0.0% 0.0% 1525 0 0.0% Q2 2026 Aug 13, 2026
Ascension Capital Advisors, Inc. History No change 943 214 0.06% 0.06% 1526 0 0.0% Q2 2026 Jul 27, 2026
MOR Wealth Management, LLC History No change 942 213 0.08% 0.08% 1527 0 0.0% Q2 2026 Aug 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 931 211 0.01% 0.01% 1528 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 933 211 0.01% 0.01% 1529 0 0.0% Q2 2026 Aug 11, 2026
FOCUS Wealth Advisors, LLC History No change 930 211 0.1% 0.1% 1530 0 0.0% Q2 2026 Jul 07, 2026
PDS Planning, Inc History No change 926 210 0.01% 0.01% 1531 0 0.0% Q2 2026 Aug 05, 2026
PARTHENON LLC History No change 925 210 0.02% 0.02% 1532 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 925 210 0.01% 0.01% 1533 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 921 209 0.02% 0.02% 1534 0 0.0% Q2 2026 Jul 13, 2026
Missouri Trust & Investment Co History No change 906 209 0.06% 0.06% 1535 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 924 209 0.01% 0.01% 1536 0 0.0% Q2 2026 Aug 07, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 922 209 0.09% 0.09% 1537 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 920 208 0.01% 0.01% 1538 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Investment Group, LLC History No change 916 208 0.03% 0.03% 1539 0 0.0% Q2 2026 Aug 04, 2026
Howard Capital Management Group, LLC History No change 917 208 0.01% 0.01% 1540 0 0.0% Q2 2026 Jul 16, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 913 207 0.05% 0.05% 1541 0 0.0% Q2 2026 Sep 02, 2026
Omnia Family Wealth, LLC History No change 913 207 0.06% 0.06% 1542 0 0.0% Q2 2026 Jul 09, 2026
EARNED WEALTH ADVISORS, LLC History No change 913 207 0.01% 0.01% 1543 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 906 207 0.04% 0.04% 1544 0 0.0% Q2 2026 Jul 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 911 206 0.03% 0.03% 1545 0 0.0% Q2 2026 Jul 31, 2026
Waterfront Wealth Inc. History No change 891 205 0.03% 0.03% 1546 0 0.0% Q2 2026 Jul 30, 2026
SevenBridge Financial Group, LLC History No change 868 204 0.03% 0.03% 1547 0 0.0% Q2 2026 Aug 12, 2026
Uniting Wealth Partners, LLC History No change 900 204 0.04% 0.04% 1548 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 886 204 0.02% 0.02% 1549 0 0.0% Q2 2026 Aug 13, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 900 204 0.09% 0.09% 1550 0 0.0% Q2 2026 Jul 16, 2026
Shira Ridge Wealth Management History New 887 202 0.07% — 1556 +887 New Q3 2026 Oct 08, 2026
Meridian Wealth Management, LLC History No change 891 202 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 05, 2026
Next Level Private LLC History No change 894 202 0.04% 0.04% 1552 0 0.0% Q2 2026 Jul 09, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 890 202 0.06% 0.06% 1553 0 0.0% Q2 2026 Jul 22, 2026
SACHEM HILL LLC History No change 894 202 0.04% 0.04% 1554 0 0.0% Q2 2026 Aug 10, 2026
Arch Global Advisors, LLC History No change 892 202 0.09% 0.09% 1555 0 0.0% Q2 2026 Aug 11, 2026
Inlight Wealth Management, LLC History No change 179,293 201 0.06% 0.06% 1557 0 0.0% Q2 2026 Jul 28, 2026
Wiser Advisor Group LLC History No change 886 201 0.22% 0.22% 1558 0 0.0% Q2 2026 Aug 14, 2026
OPTIMA CAPITAL LLC History No change 888 201 0.08% 0.08% 1559 0 0.0% Q2 2026 Jul 24, 2026
True North Advisors, LLC History No change 885 200 0.02% 0.02% 1560 0 0.0% Q2 2026 Jul 22, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 883 200 0.08% 0.08% 1561 0 0.0% Q2 2026 Aug 10, 2026
55 North Private Wealth, LLC History No change 881 200 0.04% 0.04% 1562 0 0.0% Q2 2026 Jul 07, 2026
Trifecta Capital Advisors, LLC History No change 874 198 0.03% 0.03% 1563 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 869 197 0.0% 0.0% 1564 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 864 196 0.01% 0.01% 1565 0 0.0% Q2 2026 Aug 11, 2026
Fairway Wealth LLC History No change 866 196 0.04% 0.04% 1566 0 0.0% Q2 2026 Jul 24, 2026
Measured Wealth Private Client Group, LLC History No change 850 193 0.05% 0.05% 1567 0 0.0% Q2 2026 Aug 10, 2026
Provident Wealth Management, LLC History No change 852 193 0.05% 0.05% 1568 0 0.0% Q2 2026 Aug 04, 2026
BALLAST ADVISORS LLC History No change 834 189 0.05% 0.05% 1569 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 835 189 0.03% 0.03% 1570 0 0.0% Q2 2026 Aug 04, 2026
Mechanics Financial Corp History No change 830 188 0.07% 0.07% 1571 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 827 187 0.05% 0.05% 1572 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 799 181 0.04% 0.04% 1573 0 0.0% Q2 2026 Aug 07, 2026
PITTENGER & ANDERSON INC History No change 784 178 0.01% 0.01% 1574 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 786 178 0.02% 0.02% 1575 0 0.0% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History No change 756 171 0.02% 0.02% 1576 0 0.0% Q2 2026 Aug 12, 2026
ESL Trust Services, LLC History No change 753 170 0.03% 0.03% 1577 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 741 168 0.01% 0.01% 1578 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 738 167 0.03% 0.03% 1579 0 0.0% Q2 2026 Jul 16, 2026
Legacy Bridge, LLC History No change 728 165 0.05% 0.05% 1580 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 715 162 0.09% 0.09% 1581 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 676 153 0.04% 0.04% 1582 0 0.0% Q2 2026 Jul 14, 2026
NFSG Corp History No change 671 152 0.02% 0.02% 1583 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 657 149 0.03% 0.03% 1584 0 0.0% Q2 2026 Aug 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 657 149 0.01% 0.01% 1585 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 651 147 0.02% 0.02% 1586 0 0.0% Q2 2026 Aug 11, 2026
Mascoma Wealth Management LLC History No change 638 144 0.03% 0.03% 1587 0 0.0% Q2 2026 Jul 24, 2026
Founders Capital Management History No change 638 144 0.06% 0.06% 1588 0 0.0% Q2 2026 Jul 21, 2026
First Command Advisory Services, Inc. History No change 629 142 0.0% 0.0% 1589 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 621 141 0.03% 0.03% 1590 0 0.0% Q2 2026 Jul 20, 2026
Ankerstar Wealth, LLC History No change 617 140 0.12% 0.12% 1591 0 0.0% Q2 2026 Aug 13, 2026
Family Manage LLC History No change 616 139 0.01% 0.01% 1592 0 0.0% Q2 2026 Aug 14, 2026
First PREMIER Bank History No change 614 139 0.02% 0.02% 1593 0 0.0% Q2 2026 Jul 15, 2026
Topsail Wealth Management, LLC History No change 604 137 0.02% 0.02% 1594 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 584 133 0.02% 0.02% 1595 0 0.0% Q2 2026 Aug 05, 2026
Front Row Advisors LLC History No change 560 132 0.04% 0.04% 1596 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 583 132 0.1% 0.1% 1597 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 574 130 0.01% 0.01% 1598 0 0.0% Q2 2026 Jul 30, 2026
Greykasell Wealth Strategies, Inc. History No change 576 130 0.05% 0.05% 1599 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 565 128 0.07% 0.07% 1600 0 0.0% Q2 2026 Jul 28, 2026
Financial Life Planners History No change 557 126 0.08% 0.08% 1601 0 0.0% Q2 2026 Jul 21, 2026
Napier Financial, LLC History No change 550 124 0.03% 0.03% 1602 0 0.0% Q2 2026 Jul 31, 2026
Align Financial, LLC History No change 550 124 0.06% 0.06% 1603 0 0.0% Q2 2026 Jul 27, 2026
Black Cypress Capital Management, LLC History No change 539 122 0.08% 0.08% 1604 0 0.0% Q2 2026 Aug 07, 2026
Bullock Wealth Management Group History Reduced 531 121 0.05% 0.05% 1606 -11 -2.03% Q3 2026 Oct 09, 2026
TFC Financial Management, Inc. History No change 535 121 0.01% 0.01% 1605 0 0.0% Q2 2026 Jul 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 516 117 0.01% 0.01% 1607 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 516 117 0.03% 0.03% 1608 0 0.0% Q2 2026 Jul 21, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 512 116 0.01% 0.01% 1609 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 495 112 0.01% 0.01% 1610 0 0.0% Q3 2026 Oct 05, 2026
Tradewinds Capital Management, LLC History No change 493 111 0.02% 0.02% 1611 0 0.0% Q2 2026 Jul 23, 2026
Morling Financial Advisors, LLC History No change 457 103 0.03% 0.03% 1612 0 0.0% Q2 2026 Aug 06, 2026
Pillar Financial Advisors, LLC History No change 450 102 0.05% 0.05% 1613 0 0.0% Q2 2026 Jul 24, 2026
MCDONALD PARTNERS LLC History No change 437 99 0.02% 0.02% 1614 0 0.0% Q2 2026 Jul 28, 2026
WealthCollab, LLC History No change 436 98 0.04% 0.04% 1615 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 428 97 0.04% 0.04% 1616 0 0.0% Q2 2026 Aug 13, 2026
TOP Private Wealth LLC. History No change 423 95 0.09% 0.09% 1617 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 417 94 0.01% 0.01% 1618 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 399 90 0.03% 0.03% 1619 0 0.0% Q2 2026 Jul 08, 2026
Register Financial Advisors LLC History No change 384 87 0.03% 0.03% 1620 0 0.0% Q2 2026 Jul 15, 2026
Advantage Trust Co History No change 385 87 0.03% 0.03% 1621 0 0.0% Q2 2026 Jul 17, 2026
SIMPLEX TRADING, LLC History No change 379 86 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 380 86 0.02% 0.02% 1623 0 0.0% Q2 2026 Aug 03, 2026
First Pacific Financial History No change 378 85 0.01% 0.01% 1624 0 0.0% Q2 2026 Jul 20, 2026
Insight Inv LLC History No change 376 85 0.04% 0.04% 1625 0 0.0% Q2 2026 Jul 23, 2026
Cordant, Inc. History No change 373 84 0.03% 0.03% 1626 0 0.0% Q2 2026 Jul 14, 2026
PROFFITT & GOODSON INC History No change 362 82 0.01% 0.01% 1627 0 0.0% Q2 2026 Jul 22, 2026
Rice Partnership, LLC History No change 364 82 0.01% 0.01% 1628 0 0.0% Q2 2026 Jul 29, 2026
TIAA Wealth Investment Management LLC History No change 365 82 0.0% 0.0% 1629 0 0.0% Q2 2026 Aug 10, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 359 81 0.01% 0.01% 1630 0 0.0% Q2 2026 Jul 29, 2026
CoreFirst Bank & Trust History No change 355 80 0.04% 0.04% 1631 0 0.0% Q2 2026 Aug 05, 2026
IAG Wealth Partners, LLC History No change 352 79 0.01% 0.01% 1632 0 0.0% Q2 2026 Aug 06, 2026
Murphy & Mullick Capital Management Corp History No change 352 79 0.05% 0.05% 1633 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 348 79 0.06% 0.06% 1634 0 0.0% Q2 2026 Jul 28, 2026
Bernard Wealth Management Corp. History No change 345 78 0.03% 0.03% 1635 0 0.0% Q2 2026 Aug 21, 2026
Essential Partners LLC History No change 345 78 0.04% 0.04% 1636 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 345 78 0.07% 0.07% 1637 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 338 77 0.0% 0.0% 1638 0 0.0% Q3 2026 Oct 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 337 76 0.0% 0.0% 1639 0 0.0% Q2 2026 Jul 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 323 73 0.02% 0.02% 1640 0 0.0% Q2 2026 Aug 27, 2026
Oakmont Advisory Group, LLC History No change 325 73 0.06% 0.06% 1641 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 316 71 0.01% 0.01% 1642 0 0.0% Q2 2026 Jul 23, 2026
Turim 21 Investimentos Ltda. History No change 929 71 0.01% 0.01% 1643 0 0.0% Q2 2026 Aug 10, 2026
Decker Retirement Planning Inc. History No change 315 71 0.02% 0.02% 1644 0 0.0% Q2 2026 Jul 16, 2026
Strive Financial Group ,LLC History No change 310 70 0.03% 0.03% 1645 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 305 69 0.02% 0.02% 1646 0 0.0% Q2 2026 Jul 21, 2026
Paladin Advisory Group, LLC History No change 302 68 0.05% 0.05% 1647 0 0.0% Q2 2026 Jul 28, 2026
Western Pacific Wealth Management, LP History No change 301 68 0.06% 0.06% 1648 0 0.0% Q2 2026 Aug 07, 2026
Hamilton Point Investment Advisors, LLC History No change 294 66 0.01% 0.01% 1649 0 0.0% Q2 2026 Jul 28, 2026
Fourth Dimension Wealth, LLC History No change 290 65 0.02% 0.02% 1650 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 284 64 0.01% 0.01% 1651 0 0.0% Q2 2026 Aug 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 280 63 0.03% 0.03% 1652 0 0.0% Q2 2026 Aug 03, 2026
Montgomery Financial Services LLC History No change 281 63 0.05% 0.05% 1653 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 276 62 0.01% 0.01% 1654 0 0.0% Q2 2026 Jul 22, 2026
Cordgrass Capital Advisors, LLC History No change 271 61 0.02% 0.02% 1655 0 0.0% Q2 2026 Aug 06, 2026
Burk Holdings LLC History No change 269 61 0.02% 0.02% 1656 0 0.0% Q2 2026 Aug 12, 2026
Nemes Rush Group LLC History No change 267 60 0.0% 0.0% 1657 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History No change 262 59 0.05% 0.05% 1658 0 0.0% Q3 2026 Oct 01, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 261 59 0.04% 0.04% 1659 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 254 57 0.01% 0.0% 1660 0 0.0% Q3 2026 Oct 07, 2026
Institute for Wealth Management, LLC. History No change 254 57 0.01% 0.01% 1661 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 231 53 0.0% 0.0% 1662 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 234 53 0.01% 0.01% 1663 0 0.0% Q2 2026 Jul 16, 2026
Ascentis Independent Advisors History No change 233 52 0.14% 0.14% 1664 0 0.0% Q2 2026 Aug 04, 2026
HHM Wealth Advisors, LLC History No change 225 51 0.01% 0.01% 1665 0 0.0% Q2 2026 Jul 13, 2026
Burnham & Co LLC History No change 225 51 0.04% 0.04% 1666 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 217 49 0.01% 0.01% 1667 0 0.0% Q2 2026 Jul 27, 2026
Cherry Tree Wealth Management, LLC History No change 212 48 0.01% 0.01% 1668 0 0.0% Q2 2026 Sep 15, 2026
Rossmore Private Capital History No change 211 47 0.0% 0.0% 1669 0 0.0% Q2 2026 Jul 31, 2026
Smallwood Wealth Investment Management, LLC History No change 209 47 0.02% 0.02% 1670 0 0.0% Q2 2026 Jul 23, 2026
First Bancorp, Inc /ME/ History No change 200 45 0.02% 0.02% 1671 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 200 45 0.01% 0.01% 1672 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 200 45 0.0% 0.0% 1673 0 0.0% Q2 2026 Jul 23, 2026
Morse Asset Management, Inc History No change 200 45 0.01% 0.01% 1674 0 0.0% Q2 2026 Aug 13, 2026
ABOUND FINANCIAL, LLC History No change 202 45 0.02% 0.02% 1675 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History Added to 197 44 0.0% 0.0% 1676 +1 0.51% Q3 2026 Oct 08, 2026
Peck Wealth Management, LLC History No change 194 44 0.04% 0.04% 1677 0 0.0% Q2 2026 Jul 31, 2026
Graney & King, LLC History No change 193 43 0.02% 0.02% 1678 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 192 43 0.01% 0.01% 1679 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History Reduced 184 42 0.01% 0.01% 1680 -33 -15.21% Q3 2026 Oct 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 177 40 0.01% 0.01% 1681 0 0.0% Q2 2026 Aug 07, 2026
Knuff & Co LLC History No change 175 39 0.01% 0.01% 1682 0 0.0% Q2 2026 Aug 10, 2026
one8zero8, LLC History No change 175 39 0.01% 0.01% 1683 0 0.0% Q2 2026 Aug 10, 2026
Forum Finance Group S.A. History No change 210 39 0.01% 0.01% 1684 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 169 38 0.01% 0.01% 1685 0 0.0% Q2 2026 Jul 22, 2026
TD Capital Management LLC History No change 169 38 0.0% 0.0% 1686 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Wealth Advisory Group, LLC History No change 168 38 0.01% 0.01% 1687 0 0.0% Q2 2026 Aug 06, 2026
TrustBank History No change 171 38 0.01% 0.01% 1688 0 0.0% Q2 2026 Jul 20, 2026
Sankala Group LLC History No change 159 37 0.02% 0.02% 1689 0 0.0% Q2 2026 Aug 18, 2026
Walsh & Associates, LLC History No change 164 37 0.03% 0.03% 1690 0 0.0% Q2 2026 Jul 21, 2026
Guardian Partners Inc. History No change 155 35 0.0% 0.0% 1691 0 0.0% Q2 2026 Jul 29, 2026
VIMA LLC History No change 155 35 0.03% 0.03% 1692 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 156 35 0.03% 0.03% 1693 0 0.0% Q2 2026 Jul 22, 2026
Colony Family Offices, LLC History No change 154 34 0.01% 0.01% 1694 0 0.0% Q2 2026 Jul 20, 2026
Kentucky Trust Co History No change 150 34 0.02% 0.02% 1695 0 0.0% Q2 2026 Jul 10, 2026
Hamrick Investment Counsel, llc History No change 140 31 0.02% 0.02% 1696 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 131 29 0.02% 0.02% 1697 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 130 29 0.01% 0.01% 1698 0 0.0% Q2 2026 Jul 31, 2026
RMG Wealth Management LLC History No change 120 28 0.0% 0.0% 1699 0 0.0% Q2 2026 Aug 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 123 27 0.01% 0.01% 1700 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 120 27 0.0% 0.0% 1701 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History No change 112 25 0.01% 0.01% 1702 0 0.0% Q3 2026 Oct 08, 2026
Abound Wealth Management History No change 112 25 0.0% 0.0% 1703 0 0.0% Q2 2026 Jul 10, 2026
Frazier Financial Advisors, LLC History No change 111 25 0.01% 0.01% 1704 0 0.0% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 110 25 0.02% 0.02% 1705 0 0.0% Q3 2026 Oct 09, 2026
Cedar Mountain Advisors, LLC History No change 110 24 0.0% 0.0% 1706 0 0.0% Q2 2026 Jul 02, 2026
Birchwood Financial Partners, Inc. History No change 110 24 0.02% 0.02% 1707 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 105 23 0.0% 0.0% 1708 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 105 23 0.01% 0.01% 1709 0 0.0% Q2 2026 Jul 27, 2026
Community Financial Services Group, LLC History No change 100 22 0.0% 0.0% 1710 0 0.0% Q2 2026 Jul 09, 2026
Truvestments Capital LLC History No change 100 22 0.0% 0.0% 1711 0 0.0% Q2 2026 Aug 12, 2026
Fortis Group Advisors, LLC History No change 100 22 0.0% 0.0% 1712 0 0.0% Q2 2026 Jul 24, 2026
BAYBAN History No change 100 22 0.02% 0.02% 1713 0 0.0% Q2 2026 Jul 30, 2026
GREAT LAKES ADVISORS, LLC History No change 97 21 0.0% 0.0% 1714 0 0.0% Q2 2026 Aug 10, 2026
Hartford Financial Management Inc. History No change 93 21 0.0% 0.0% 1715 0 0.0% Q2 2026 Jul 23, 2026
SFAM, LLC History No change 96 21 0.02% 0.02% 1716 0 0.0% Q2 2026 Aug 13, 2026
DB Fitzpatrick & Co, Inc History No change 95 21 0.02% 0.02% 1717 0 0.0% Q2 2026 Jul 16, 2026
Financial Management Professionals, Inc. History No change 85 19 0.0% 0.0% 1718 0 0.0% Q2 2026 Jul 09, 2026
PINNEY & SCOFIELD, INC. History No change 87 19 0.01% 0.01% 1719 0 0.0% Q2 2026 Aug 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 75 17 0.0% 0.0% 1720 0 0.0% Q2 2026 Jul 21, 2026
MRP Capital Investments, LLC History No change 76 17 0.01% 0.01% 1721 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 71 16 0.0% 0.0% 1722 0 0.0% Q3 2026 Oct 08, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 74 16 0.01% 0.01% 1723 0 0.0% Q2 2026 Aug 04, 2026
Orion Capital Management LLC History No change 73 16 0.0% 0.0% 1724 0 0.0% Q2 2026 Aug 17, 2026
10Elms LLP History No change 74 16 0.01% 0.01% 1725 0 0.0% Q2 2026 Aug 14, 2026
Coastline Trust Co History No change 70 15 0.0% 0.0% 1726 0 0.0% Q3 2026 Oct 01, 2026
Networth Advisors, LLC History No change 67 15 0.01% 0.01% 1727 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Advisors History No change 65 14 0.0% 0.0% 1728 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 63 14 0.0% 0.0% 1729 0 0.0% Q3 2026 Oct 09, 2026
WOLFF WIESE MAGANA LLC History No change 64 14 0.01% 0.01% 1730 0 0.0% Q2 2026 Jul 13, 2026
Timmons Wealth Management, LLC History No change 65 14 0.01% 0.01% 1731 0 0.0% Q2 2026 Aug 07, 2026
VALLEY WEALTH MANAGERS, INC. History No change 57 13 0.0% 0.0% 1732 0 0.0% Q3 2026 Oct 09, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 61 13 0.01% 0.01% 1733 0 0.0% Q2 2026 Aug 04, 2026
Field & Main Bank History No change 61 13 0.0% 0.0% 1734 0 0.0% Q2 2026 Aug 19, 2026
Addison Advisors LLC History No change 61 13 0.01% 0.01% 1735 0 0.0% Q2 2026 Aug 10, 2026
Fairman Group, LLC History No change 58 13 0.01% 0.01% 1736 0 0.0% Q2 2026 Aug 04, 2026
NorthAvenue LLC History No change 60 13 0.01% 0.01% 1737 0 0.0% Q2 2026 Jul 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 55 12 0.0% 0.0% 1738 0 0.0% Q2 2026 Jul 21, 2026
Collier Financial History No change 49 11 0.01% 0.01% 1739 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 47 10 0.0% 0.0% 1740 0 0.0% Q2 2026 Jul 13, 2026
Bruce G. Allen Investments, LLC History No change 46 10 0.01% 0.01% 1741 0 0.0% Q2 2026 Jul 31, 2026
Imprint Wealth LLC History No change 44 9 0.04% 0.04% 1742 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 42 9 0.0% 0.0% 1743 0 0.0% Q2 2026 Aug 06, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 36 8 0.0% 0.0% 1744 0 0.0% Q2 2026 Jul 21, 2026
Wilkerson Advisory Group LLC History No change 37 8 0.0% 0.0% 1745 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 37 8 0.0% 0.0% 1746 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 32 7 0.0% 0.0% 1747 0 0.0% Q2 2026 Jul 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 28 6 0.0% 0.0% 1748 0 0.0% Q2 2026 Aug 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 23 5 0.0% 0.0% 1749 0 0.0% Q2 2026 Aug 20, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 20 5 0.0% 0.0% 1750 0 0.0% Q2 2026 Aug 18, 2026
Clean Yield Group History No change 24 5 0.0% 0.0% 1751 0 0.0% Q2 2026 Aug 05, 2026
Richard W. Paul & Associates, LLC History No change 26 5 0.0% 0.0% 1752 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History Reduced 21 4 0.0% 0.0% 1756 -20 -48.78% Q3 2026 Oct 07, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 20 4 0.0% 0.0% 1753 0 0.0% Q2 2026 Aug 03, 2026
CHELSEA COUNSEL CO History No change 20 4 0.0% 0.0% 1754 0 0.0% Q2 2026 Aug 11, 2026
Cheviot Value Management, LLC History No change 22 4 0.0% 0.0% 1755 0 0.0% Q2 2026 Aug 06, 2026
Peachtree Investment Partners, LLC History No change 22 4 0.0% 0.0% 1757 0 0.0% Q2 2026 Aug 06, 2026
Center for Financial Planning, Inc. History No change 22 4 0.0% 0.0% 1758 0 0.0% Q2 2026 Jul 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 13 3 0.0% 0.0% 1759 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 15 3 0.0% 0.0% 1760 0 0.0% Q2 2026 Jul 13, 2026
Main Street Group, LTD History No change 12 2 0.0% 0.0% 1761 0 0.0% Q2 2026 Jul 13, 2026
Midwest Capital Advisors, LLC History No change 13 2 0.0% 0.0% 1762 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History No change 13 2 0.0% 0.0% 1763 0 0.0% Q3 2026 Oct 07, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 12 2 0.0% 0.0% 1764 0 0.0% Q2 2026 Aug 13, 2026
XP Advisory US, Inc. History No change 11 2 0.0% 0.0% 1765 0 0.0% Q2 2026 Jul 30, 2026
Timbuktu Capital Management, LLC History No change 9 2 0.0% 0.0% 1766 0 0.0% Q2 2026 Aug 13, 2026
VISION FINANCIAL MARKETS LLC History No change 6 1 0.0% 0.0% 1767 0 0.0% Q2 2026 Jul 24, 2026
Optiver Holding B.V. History No change 7 1 0.0% 0.0% 1768 0 0.0% Q2 2026 Aug 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
BFSG, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Banque Cantonale Vaudoise History No change 2,340 0 — — — 0 0.0% Q2 2026 Jul 31, 2026