iSHARES TRUST - IVV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 89,152,242 66,765,222 0.99% 0.99% 1 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 41,391,871 30,997,946 7.31% 7.31% 2 0 0.0% Q2 2026 Sep 23, 2026
MARSHALL WACE, LLP History No change 40,008,525 29,961,984 23.65% 23.65% 3 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 35,018,846 26,225,263 14.01% 14.01% 4 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 24,670,794 18,475,712 0.98% 0.98% 5 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 24,612,195 18,429,982 10.77% 10.77% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 22,154,893 16,591,577 1.07% 1.07% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 20,427,578 15,298,009 2.48% 2.48% 8 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 20,535,841 15,282,569 0.85% 0.85% 9 0 0.0% Q2 2026 Aug 12, 2026
Capula Management Ltd History No change 20,051,540 15,016,397 53.66% 53.66% 10 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 19,409,670 14,173,018 5.67% 5.67% 11 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 18,254,441 13,702,077 42.76% 42.76% 12 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 17,943,489 13,437,699 1.54% 1.54% 13 0 0.0% Q2 2026 Sep 02, 2026
ROYAL BANK OF CANADA History No change 15,507,803 11,613,640 1.73% 1.73% 14 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,414,622 11,543,856 5.72% 5.72% 15 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 15,179,345 11,367,659 6.41% 6.41% 16 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 14,782,609 11,070,547 2.49% 2.49% 17 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 14,503,932 10,861,849 3.93% 3.93% 18 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 13,633,768 10,210,192 1.68% 1.68% 19 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 11,973,676 8,966,965 0.78% 0.78% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 9,279,474 6,949,305 0.81% 0.81% 21 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 8,712,032 6,524,353 38.79% 38.79% 22 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 8,269,900 6,193,245 6.75% 6.75% 23 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 8,003,931 5,994,063 6.62% 6.62% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 7,224,629 5,410,348 1.09% 1.09% 25 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 7,147,705 5,352,844 6.4% 6.4% 26 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 6,582,164 4,929,771 5.38% 5.38% 27 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 6,358,980 4,762,176 17.02% 17.02% 28 0 0.0% Q2 2026 Aug 03, 2026
FMR LLC History No change 6,009,148 4,500,190 0.2% 0.2% 29 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 5,571,768 4,172,376 4.38% 4.38% 30 0 0.0% Q2 2026 Aug 13, 2026
Alberta Investment Management Corp History No change 5,291,151 3,962,490 22.19% 22.19% 31 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 5,643,389 3,686,318 1.22% 1.22% 32 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 4,791,453 3,620,078 6.05% 6.05% 33 0 0.0% Q2 2026 Jul 15, 2026
Allianz Asset Management GmbH History No change 4,777,691 3,577,965 2.91% 2.91% 34 0 0.0% Q2 2026 Sep 02, 2026
Cetera Investment Advisers History No change 4,755,509 3,561,352 3.24% 3.24% 35 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,742,179 3,551,370 0.96% 0.96% 36 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,653,750 3,485,144 5.32% 5.32% 37 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 4,533,470 3,402,895 8.76% 8.76% 38 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 4,334,448 3,246,024 6.16% 6.16% 39 0 0.0% Q2 2026 Aug 11, 2026
National Pension Service History No change 4,119,355 3,084,943 1.99% 1.99% 40 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 4,050,717 3,033,541 4.2% 4.2% 41 0 0.0% Q2 2026 Aug 27, 2026
Schonfeld Strategic Advisors LLC History No change 3,831,918 2,869,685 10.29% 10.29% 42 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,654,098 2,736,517 0.35% 0.35% 43 0 0.0% Q2 2026 Aug 13, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 3,581,847 2,682,409 17.55% 17.55% 44 0 0.0% Q2 2026 Aug 05, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 3,546,980 2,656,298 66.88% 66.88% 45 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 3,431,700 2,569,965 2.37% 2.37% 46 0 0.0% Q2 2026 Aug 24, 2026
HighTower Advisors, LLC History No change 3,272,035 2,450,394 2.37% 2.37% 47 0 0.0% Q2 2026 Aug 05, 2026
Asset Management One Co., Ltd. History No change 3,253,020 2,436,154 6.25% 6.25% 48 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 3,236,397 2,423,705 3.93% 3.93% 49 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,201,466 2,397,545 7.89% 7.89% 50 0 0.0% Q2 2026 Jul 28, 2026
Michael & Susan Dell Foundation History No change 3,187,927 2,387,406 62.96% 62.96% 51 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 3,002,286 2,248,381 9.22% 9.22% 52 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 2,898,720 2,170,822 0.18% 0.18% 53 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 2,868,273 2,148,020 11.83% 11.83% 54 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 2,831,023 2,120,124 4.33% 4.33% 55 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 2,803,692 2,099,659 2.54% 2.54% 56 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 2,703,730 2,024,796 8.75% 8.75% 57 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 2,703,092 2,024,318 3.06% 3.06% 58 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 2,690,124 2,014,606 1.34% 1.34% 59 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 2,678,964 2,006,249 2.82% 2.82% 60 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,667,178 1,997,422 2.51% 2.51% 61 0 0.0% Q2 2026 Jul 29, 2026
AIA Group Ltd History No change 2,662,573 1,993,974 25.08% 25.08% 62 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 2,567,736 1,922,951 33.79% 33.79% 63 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,471,912 1,851,190 8.12% 8.12% 64 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 2,471,729 1,851,054 6.96% 6.96% 65 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,423,361 1,814,830 0.89% 0.89% 66 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 2,413,265 1,807,268 1.85% 1.85% 67 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 2,401,692 1,798,598 5.24% 5.24% 68 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,386,944 1,787,558 0.14% 0.14% 69 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 2,366,920 1,772,563 6.41% 6.41% 70 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 2,320,347 1,737,684 0.57% 0.57% 71 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,157,500 1,615,730 4.75% 4.75% 72 0 0.0% Q2 2026 Aug 17, 2026
UNC Management Company, Inc. History No change 2,026,143 1,517,358 73.37% 73.37% 73 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 2,013,013 1,507,525 2.33% 2.33% 74 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,008,278 1,503,979 7.2% 7.2% 75 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 1,915,267 1,435,488 1.69% 1.69% 76 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 1,911,286 1,431,342 5.34% 5.34% 77 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 1,871,854 1,405,043 7.13% 7.13% 78 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 1,853,765 1,388,266 8.67% 8.67% 79 0 0.0% Q2 2026 Jul 20, 2026
SUMITOMO LIFE INSURANCE CO History No change 1,850,000 1,385,446 22.65% 22.65% 80 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 1,840,976 1,378,689 2.67% 2.67% 81 0 0.0% Q2 2026 Aug 05, 2026
ALLIANZ SE History No change 1,824,479 1,366,334 14.41% 14.41% 82 0 0.0% Q2 2026 Aug 10, 2026
BANK OF KOREA History No change 1,752,811 1,312,662 33.78% 33.78% 83 0 0.0% Q2 2026 Aug 11, 2026
BARINGS LLC History No change 1,744,190 1,306,206 23.17% 23.17% 84 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,649,554 1,235,334 1.72% 1.72% 85 0 0.0% Q2 2026 Aug 14, 2026
Municipal Employees' Retirement System of Michigan History No change 1,637,942 1,226,638 13.55% 13.55% 86 0 0.0% Q2 2026 Aug 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 1,562,108 1,169,847 2.16% 2.16% 87 0 0.0% Q2 2026 Aug 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,541,045 1,154,073 6.36% 6.36% 88 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 1,524,853 1,141,947 16.51% 16.51% 89 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 1,507,059 1,128,621 12.28% 12.28% 90 0 0.0% Q2 2026 Aug 13, 2026
Kedalion Capital Management LLP History No change 1,492,000 1,117,343 26.54% 26.54% 91 0 0.0% Q2 2026 Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,473,438 1,103,443 8.06% 8.06% 92 0 0.0% Q2 2026 Jul 23, 2026
Fund Evaluation Group, LLC History No change 1,456,901 1,091,058 29.46% 29.46% 93 0 0.0% Q2 2026 Aug 07, 2026
TORONTO DOMINION BANK History No change 1,447,093 1,083,713 1.25% 1.25% 94 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 1,413,000 1,058,181 6.79% 6.79% 95 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 1,405,896 1,052,861 12.34% 12.34% 96 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 1,367,395 1,024,027 3.0% 3.0% 97 0 0.0% Q2 2026 Aug 04, 2026
Nationwide Fund Advisors History No change 1,361,434 1,019,564 42.12% 42.12% 98 0 0.0% Q2 2026 Jul 24, 2026
GREENLEAF TRUST History No change 1,344,843 1,007,139 9.69% 9.69% 99 0 0.0% Q2 2026 Jul 21, 2026
Alaska Permanent Fund Corp History No change 1,321,665 989,781 65.58% 65.58% 100 0 0.0% Q2 2026 Aug 24, 2026
SWISS RE LTD History No change 1,312,957 985,526 89.71% 89.71% 101 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 1,297,944 972,017 5.64% 5.64% 102 0 0.0% Q2 2026 Aug 14, 2026
USS Investment Management Ltd History No change 1,283,922 962,659 3.46% 3.46% 103 0 0.0% Q2 2026 Aug 11, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,283,781 961,410 22.03% 22.03% 104 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,274,862 954,731 1.18% 1.18% 105 0 0.0% Q2 2026 Aug 19, 2026
Johnson Financial Group, Inc. History No change 1,267,369 949,120 31.21% 31.21% 106 0 0.0% Q2 2026 Aug 10, 2026
Constellation Investments, Inc. History No change 1,260,209 943,757 29.64% 29.64% 107 0 0.0% Q2 2026 Jul 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,231,492 922,090 10.99% 10.99% 108 0 0.0% Q2 2026 Aug 06, 2026
Dynasty Wealth Management, LLC History No change 1,224,077 916,699 6.81% 6.81% 109 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 1,208,439 904,987 5.4% 5.4% 110 0 0.0% Q2 2026 Aug 10, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 1,205,528 902,825 28.94% 28.94% 111 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 1,203,391 901,209 1.38% 1.38% 112 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 1,202,676 898,212 6.65% 6.65% 113 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,183,931 886,633 2.64% 2.64% 114 0 0.0% Q2 2026 Aug 12, 2026
Blue Sparrow, LLC /DE History No change 1,180,000 883,690 8.57% 8.57% 115 0 0.0% Q2 2026 Aug 14, 2026
MKP Capital Management, L.L.C. History No change 1,179,376 883,222 23.89% 23.89% 116 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,158,614 867,675 2.01% 2.01% 117 0 0.0% Q2 2026 Jul 27, 2026
BW Gestao de Investimentos Ltda. History No change 1,093,321 818,777 16.2% 16.2% 118 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 1,091,958 817,756 10.27% 10.27% 119 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 1,080,659 809,295 12.34% 12.34% 120 0 0.0% Q2 2026 Aug 05, 2026
CI INVESTMENTS INC. History No change 1,064,173 796,948 2.56% 2.56% 121 0 0.0% Q2 2026 Aug 13, 2026
Simplify Asset Management Inc. History No change 1,042,652 780,831 10.87% 10.87% 122 0 0.0% Q2 2026 Jul 16, 2026
ELEMENT CAPITAL MANAGEMENT LLC History No change 1,025,266 767,811 23.98% 23.98% 123 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 980,103 733,528 1.23% 1.23% 124 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 947,354 725,531 5.12% 5.34% 125 +33,384 3.65% Q3 2026 Oct 08, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 959,161 713,798 0.51% 0.51% 126 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 951,621 712,659 0.98% 0.98% 127 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 945,895 708,371 6.87% 6.87% 128 0 0.0% Q2 2026 Aug 05, 2026
Jasper Ridge Partners, L.P. History No change 938,059 702,503 14.98% 14.98% 129 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 936,468 702,012 2.88% 2.88% 130 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 933,551 699,127 5.62% 5.62% 131 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 909,504 681,119 8.53% 8.53% 132 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 903,149 676,389 0.56% 0.56% 133 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 881,643 660,255 0.91% 0.91% 134 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 860,648 644,543 15.91% 15.91% 135 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 859,858 644,105 0.14% 0.14% 136 0 0.0% Q2 2026 Aug 13, 2026
Japan Science & Technology Agency History No change 847,800 634,908 12.01% 12.01% 137 0 0.0% Q2 2026 Jul 30, 2026
Norinchukin Bank, The History No change 819,080 613,400 5.97% 5.97% 138 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 813,104 608,925 2.57% 2.57% 139 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 801,678 600,368 14.18% 14.18% 140 0 0.0% Q2 2026 Aug 03, 2026
Kestra Advisory Services, LLC History No change 773,614 579,352 1.87% 1.87% 141 0 0.0% Q2 2026 Jul 28, 2026
Heritage Wealth Advisors History No change 752,076 563,222 19.33% 19.33% 142 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 750,257 561,859 0.97% 0.97% 143 0 0.0% Q2 2026 Jul 30, 2026
P/E Global LLC History No change 749,698 561,441 36.02% 36.02% 144 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 742,159 555,795 0.28% 0.28% 145 0 0.0% Q2 2026 Aug 13, 2026
Matson Money. Inc. History No change 740,390 554,470 15.44% 15.44% 146 0 0.0% Q2 2026 Jul 17, 2026
FIL Ltd History No change 737,601 552,382 0.4% 0.4% 147 0 0.0% Q2 2026 Aug 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 733,194 549,081 19.37% 19.37% 148 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 729,647 546,425 7.39% 7.39% 149 0 0.0% Q2 2026 Aug 13, 2026
Conrad N. Hilton Foundation History No change 727,217 544,605 94.61% 94.61% 150 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 723,733 541,996 2.51% 2.51% 151 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 723,246 541,631 6.86% 6.86% 152 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 717,828 537,574 13.94% 13.94% 153 0 0.0% Q2 2026 Jul 31, 2026
Avidian Wealth Enterprises, LLC History Reduced 694,958 532,233 14.83% 14.5% 154 -5,288 -0.76% Q3 2026 Oct 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 710,479 532,070 0.66% 0.66% 155 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 694,408 520,035 2.52% 2.52% 156 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 684,738 512,793 2.38% 2.38% 157 0 0.0% Q2 2026 Aug 18, 2026
Truepoint, Inc. History No change 671,007 502,510 10.49% 10.49% 158 0 0.0% Q2 2026 Jul 31, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 660,622 494,733 29.84% 29.84% 159 0 0.0% Q2 2026 Jul 31, 2026
Haverford Trust Co History No change 659,358 493,786 4.26% 4.26% 160 0 0.0% Q2 2026 Aug 12, 2026
JB Capital LLC History No change 656,924 491,964 17.03% 17.03% 161 0 0.0% Q2 2026 Jul 29, 2026
Orgel Wealth Management, LLC History No change 646,536 484,184 9.18% 9.18% 162 0 0.0% Q2 2026 Jul 13, 2026
GTS SECURITIES LLC History No change 632,974 474,897 9.99% 9.99% 163 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 530,459 474,286 2.95% 2.95% 164 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 632,560 473,717 1.27% 1.27% 165 0 0.0% Q2 2026 Aug 14, 2026
CKW FINANCIAL GROUP History No change 629,862 471,829 46.36% 46.36% 166 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 625,211 468,253 0.2% 0.2% 167 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 622,892 466,477 0.16% 0.16% 168 0 0.0% Q2 2026 Aug 14, 2026
GENWORTH FINANCIAL INC History No change 601,470 450,434 92.66% 92.66% 169 0 0.0% Q2 2026 Jul 22, 2026
Robinhood Asset Management, LLC History No change 597,470 447,439 23.94% 23.94% 170 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 580,170 434,483 3.21% 3.21% 171 0 0.0% Q2 2026 Aug 14, 2026
Leith Wheeler Investment Counsel Ltd. History No change 576,529 431,756 32.8% 32.8% 172 0 0.0% Q2 2026 Aug 05, 2026
OP Asset Management Ltd History No change 570,093 426,936 4.55% 4.55% 173 0 0.0% Q2 2026 Jul 28, 2026
Legacy Wealth Management, LLC History No change 564,713 422,907 22.13% 22.13% 174 0 0.0% Q2 2026 Jul 09, 2026
Bleakley Financial Group, LLC History No change 563,885 422,287 5.38% 5.38% 175 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 558,235 418,057 0.5% 0.5% 176 0 0.0% Q2 2026 Aug 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 554,879 415,542 19.53% 19.53% 177 0 0.0% Q2 2026 Jul 24, 2026
Clark Capital Management Group, Inc. History No change 554,074 414,940 2.26% 2.26% 178 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 548,973 411,120 2.1% 2.1% 179 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 547,391 409,935 2.06% 2.06% 180 0 0.0% Q2 2026 Jul 17, 2026
MEITAV INVESTMENT HOUSE LTD History No change 543,750 407,208 2.74% 2.74% 181 0 0.0% Q2 2026 Jul 20, 2026
Swan Global Investments, LLC History No change 541,901 405,824 11.99% 11.99% 182 0 0.0% Q2 2026 Aug 11, 2026
GR FINANCIAL GROUP, LLC History No change 538,536 403,304 54.8% 54.8% 183 0 0.0% Q2 2026 Aug 03, 2026
Klingman & Associates, LLC History No change 530,731 397,459 16.92% 16.92% 184 0 0.0% Q2 2026 Jul 29, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 530,151 397,024 19.35% 19.35% 185 0 0.0% Q2 2026 Jul 28, 2026
Soundwatch Capital LLC History No change 524,081 392,479 43.56% 43.56% 186 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 523,959 392,387 1.35% 1.35% 187 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 517,971 387,903 2.32% 2.32% 188 0 0.0% Q2 2026 Aug 17, 2026
AE Wealth Management LLC History No change 517,659 387,669 1.81% 1.81% 189 0 0.0% Q2 2026 Aug 03, 2026
Ally Invest Advisors Inc. History No change 513,402 384,481 23.22% 23.22% 190 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 511,496 383,054 10.71% 10.71% 191 0 0.0% Q2 2026 Jul 17, 2026
CIBC Bancorp USA Inc. History No change 501,517 375,560 0.46% 0.46% 192 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 499,630 374,167 0.01% 0.01% 193 0 0.0% Q2 2026 Sep 22, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 492,680 368,962 15.96% 15.96% 194 0 0.0% Q2 2026 Jul 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 490,520 367,345 3.78% 3.78% 195 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 484,704 362,990 0.95% 0.95% 196 0 0.0% Q2 2026 Aug 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 482,471 361,317 25.81% 25.81% 197 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 476,427 356,791 1.57% 1.57% 198 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 475,333 355,972 5.31% 5.31% 199 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 475,264 355,920 5.28% 5.28% 200 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 470,599 352,427 2.7% 2.7% 201 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 4,794,502 347,204 22.87% 22.87% 202 0 0.0% Q2 2026 Jul 20, 2026
Hirtle & Co., LLC History No change 445,526 333,649 10.97% 10.97% 203 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 445,224 333,423 0.78% 0.78% 204 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 443,357 332,025 4.0% 4.0% 205 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 434,087 325,083 2.16% 2.16% 206 0 0.0% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 433,693 324,788 19.44% 19.44% 207 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 433,690 324,785 3.07% 3.07% 208 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Consulting Group, LLC History No change 432,475 323,876 12.25% 12.25% 209 0 0.0% Q2 2026 Aug 13, 2026
SUN LIFE FINANCIAL INC History No change 431,993 323,515 16.57% 16.57% 210 0 0.0% Q2 2026 Aug 12, 2026
Fragasso Financial Advisors Inc History No change 426,551 319,439 16.99% 16.99% 211 0 0.0% Q2 2026 Jul 09, 2026
Atria Investments, Inc History No change 423,685 317,293 3.18% 3.18% 212 0 0.0% Q2 2026 Jul 28, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 415,929 311,484 33.4% 33.4% 213 0 0.0% Q2 2026 Aug 12, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 415,571 311,216 16.87% 16.87% 214 0 0.0% Q2 2026 Aug 10, 2026
Adventist Health System/ West History No change 405,108 303,381 47.54% 47.54% 215 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 401,381 300,590 0.1% 0.1% 216 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 397,105 299,719 2.94% 2.94% 217 0 0.0% Q2 2026 Jul 27, 2026
AGAVE CAPITAL MANAGEMENT Ltd History No change 398,000 298,058 32.58% 32.58% 218 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 397,724 297,935 0.46% 0.46% 219 0 0.0% Q2 2026 Aug 13, 2026
BSN Capital Partners Ltd History No change 400,032 297,699 13.46% 13.46% 220 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 396,510 296,942 1.94% 1.94% 221 0 0.0% Q2 2026 Sep 08, 2026
Wealthspire Retirement, LLC History No change 389,343 295,211 16.19% 16.19% 222 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 390,589 292,508 7.09% 7.09% 223 0 0.0% Q2 2026 Jul 20, 2026
Bank of Finland History Reduced 380,526 291,425 21.1% 25.47% 224 -144,430 -27.51% Q3 2026 Oct 07, 2026
HANCOCK WHITNEY CORP History No change 387,692 290,338 4.84% 4.84% 225 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 385,273 288,526 3.51% 3.51% 226 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 384,493 287,942 1.1% 1.1% 227 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 380,426 284,898 0.77% 0.77% 228 0 0.0% Q2 2026 Aug 07, 2026
Steele Capital Management, Inc. History No change 377,597 282,778 10.41% 10.41% 229 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 371,938 278,540 3.35% 3.35% 230 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 370,566 277,512 3.39% 3.39% 231 0 0.0% Q2 2026 Jul 17, 2026
Abundance Wealth Counselors History No change 364,474 272,951 17.72% 17.72% 232 0 0.0% Q2 2026 Jul 23, 2026
Daiwa Securities Group Inc. History No change 364,060 272,640 0.53% 0.53% 233 0 0.0% Q2 2026 Jul 31, 2026
Heck Capital Advisors, LLC History No change 362,101 271,173 16.2% 16.2% 234 0 0.0% Q2 2026 Jul 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 361,188 270,489 4.16% 4.16% 235 0 0.0% Q2 2026 Aug 03, 2026
FIRST HAWAIIAN BANK History No change 360,377 269,882 34.18% 34.18% 236 0 0.0% Q2 2026 Jul 13, 2026
Teramo Advisors, LLC History No change 360,000 269,600 50.94% 50.94% 237 0 0.0% Q2 2026 Jul 23, 2026
TOEWS CORP /ADV History No change 355,690 266,372 38.85% 38.85% 238 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 353,499 264,731 1.62% 1.62% 239 0 0.0% Q2 2026 Jul 20, 2026
Ashford Advisors, LLC History No change 341,964 256,093 52.83% 52.83% 240 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL PLC History No change 339,989 254,614 1.39% 1.39% 241 0 0.0% Q2 2026 Aug 13, 2026
SOFI WEALTH, LLC History No change 338,161 253,245 10.19% 10.19% 242 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History No change 336,655 252,117 0.37% 0.37% 243 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 334,967 250,853 2.53% 2.53% 244 0 0.0% Q2 2026 Aug 11, 2026
Vestwell Advisors, LLC History No change 334,882 250,789 60.02% 60.02% 245 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 334,327 250,374 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 14, 2026
Endurance Services Ltd History No change 332,601 249,081 38.14% 38.14% 247 0 0.0% Q2 2026 Aug 11, 2026
Legacy Private Trust Co. History Reduced 323,682 247,891 13.56% 13.53% 248 -2,653 -0.81% Q3 2026 Oct 06, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 330,724 247,675 1.85% 1.85% 249 0 0.0% Q2 2026 Aug 05, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 330,345 247,392 0.54% 0.54% 250 0 0.0% Q2 2026 Aug 06, 2026
FORM Wealth Advisors, LLC History No change 330,048 247,169 27.18% 27.18% 251 0 0.0% Q2 2026 Jul 10, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 319,321 244,551 14.72% 13.88% 252 +14,982 4.92% Q3 2026 Oct 09, 2026
Holocene Advisors, LP History No change 326,000 244,138 0.55% 0.55% 253 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 325,201 243,540 26.99% 26.99% 254 0 0.0% Q2 2026 Jul 23, 2026
Centiva Capital, LP History No change 319,957 240,164 2.1% 2.1% 255 0 0.0% Q2 2026 Aug 13, 2026
RKL Wealth Management LLC History No change 316,312 236,882 18.88% 18.88% 256 0 0.0% Q2 2026 Aug 10, 2026
TAIYO LIFE INSURANCE CO History No change 315,475 236,256 21.59% 21.59% 257 0 0.0% Q2 2026 Jul 27, 2026
Glenview Trust Co History No change 313,435 234,728 3.25% 3.25% 258 0 0.0% Q2 2026 Aug 18, 2026
ELEMENT POINTE ADVISORS, LLC History No change 313,184 234,540 37.76% 37.76% 259 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 311,155 233,020 0.4% 0.4% 260 0 0.0% Q2 2026 Aug 13, 2026
Tarbox Family Office, Inc. History No change 310,326 232,400 33.29% 33.29% 261 0 0.0% Q2 2026 Aug 03, 2026
Gryphon Financial Partners LLC History No change 303,755 227,479 20.05% 20.05% 262 0 0.0% Q2 2026 Aug 05, 2026
BLB&B Advisors, LLC History No change 302,996 226,910 8.3% 8.3% 263 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 301,387 225,706 2.47% 2.47% 264 0 0.0% Q2 2026 Aug 12, 2026
FIRST FOUNDATION ADVISORS History No change 300,496 225,038 8.09% 8.09% 265 0 0.0% Q2 2026 Aug 14, 2026
DAIDO LIFE INSURANCE CO History No change 299,416 224,230 30.5% 30.5% 266 0 0.0% Q2 2026 Aug 04, 2026
Federation des caisses Desjardins du Quebec History No change 298,406 223,529 0.68% 0.68% 267 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 295,817 222,045 0.69% 0.69% 268 0 0.0% Q2 2026 Aug 13, 2026
Analyst IMS Investment Management Services Ltd. History No change 293,062 219,471 5.1% 5.1% 269 0 0.0% Q2 2026 Jul 29, 2026
FIRST CITIZENS BANK & TRUST CO History No change 292,212 218,834 3.27% 3.27% 270 0 0.0% Q2 2026 Jul 13, 2026
Bluespring Wealth Management, LLC History No change 291,175 218,057 4.19% 4.19% 271 0 0.0% Q2 2026 Aug 11, 2026
DT Investment Partners, LLC History No change 287,172 215,060 16.03% 16.03% 272 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 282,773 211,766 5.33% 5.33% 273 0 0.0% Q2 2026 Aug 07, 2026
True Link Financial Advisors, LLC History No change 282,065 211,235 12.21% 12.21% 274 0 0.0% Q2 2026 Jul 31, 2026
Ellenbecker Investment Group History No change 281,564 210,861 24.51% 24.51% 275 0 0.0% Q2 2026 Jul 27, 2026
Linscomb Wealth, Inc. History No change 280,720 210,228 9.11% 9.11% 276 0 0.0% Q2 2026 Jul 31, 2026
LAZARD ASSET MANAGEMENT LLC History No change 280,547 210,098 0.32% 0.32% 277 0 0.0% Q2 2026 Aug 14, 2026
Gilbert & Cook, Inc. History No change 276,102 206,769 23.8% 23.8% 278 0 0.0% Q2 2026 Jul 28, 2026
Mizuho Markets Cayman LP History No change 275,717 206,481 7.75% 7.75% 279 0 0.0% Q2 2026 Jul 24, 2026
Goelzer Investment Management, Inc. History No change 274,215 205,356 8.95% 8.95% 280 0 0.0% Q2 2026 Jul 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 273,030 204,469 0.12% 0.12% 281 0 0.0% Q2 2026 Jul 30, 2026
Dakota Wealth Management History No change 270,046 202,235 3.86% 3.86% 282 0 0.0% Q2 2026 Aug 07, 2026
Ullmann Wealth Partners Group, LLC History No change 269,865 202,099 18.37% 18.37% 283 0 0.0% Q2 2026 Aug 10, 2026
Lee Financial Co History No change 268,900 201,376 25.71% 25.71% 284 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 266,831 199,826 3.34% 3.34% 285 0 0.0% Q2 2026 Aug 11, 2026
BANK HAPOALIM BM History No change 266,000 199,205 13.24% 13.24% 286 0 0.0% Q2 2026 Aug 05, 2026
Mandatum Life Insurance Co Ltd History No change 262,136 196,310 36.34% 36.34% 287 0 0.0% Q2 2026 Aug 03, 2026
Planning Project LLC History No change 254,452 195,992 39.09% 39.09% 288 0 0.0% Q2 2026 Sep 01, 2026
Valeo Financial Advisors, LLC History Added to 337,847 194,160 4.09% 3.86% 289 +9,333 2.84% Q3 2026 Oct 08, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 258,792 193,806 4.19% 4.19% 290 0 0.0% Q2 2026 Jul 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 258,614 193,674 5.31% 5.31% 291 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 258,581 193,649 11.66% 11.66% 292 0 0.0% Q2 2026 Aug 05, 2026
Leverty Financial Group, LLC History Reduced 250,359 191,737 34.96% 37.6% 293 -7,800 -3.02% Q3 2026 Oct 08, 2026
Calamos Wealth Management LLC History No change 254,836 190,844 5.76% 5.76% 294 0 0.0% Q2 2026 Jul 31, 2026
LOWE BROCKENBROUGH & CO INC History No change 254,751 190,780 8.49% 8.49% 295 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 254,571 190,645 2.16% 2.16% 296 0 0.0% Q2 2026 Aug 12, 2026
Main Management Fund Advisors LLC History No change 250,100 187,297 13.24% 13.24% 297 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 249,853 187,112 0.34% 0.34% 298 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 246,977 184,994 2.91% 2.91% 299 0 0.0% Q2 2026 Jul 22, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 246,971 184,954 2.25% 2.25% 300 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 246,507 184,606 7.79% 7.79% 301 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 239,848 179,619 1.92% 1.92% 302 0 0.0% Q2 2026 Aug 03, 2026
EASTERN BANK History Added to 233,220 178,611 2.71% 2.5% 303 +15,227 6.99% Q3 2026 Oct 05, 2026
Resonant Capital Advisors, LLC History No change 235,812 176,597 8.44% 8.44% 304 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 233,815 175,101 1.75% 1.75% 305 0 0.0% Q2 2026 Jul 15, 2026
MIZUHO MARKETS AMERICAS LLC History No change 233,420 174,805 2.74% 2.74% 306 0 0.0% Q2 2026 Jul 24, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 233,323 174,484 0.14% 0.14% 307 0 0.0% Q2 2026 Sep 09, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 232,565 174,165 25.85% 25.85% 308 0 0.0% Q2 2026 Jul 10, 2026
JNBA Financial Advisors History No change 232,149 173,854 13.16% 13.16% 309 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 231,914 173,693 5.25% 5.25% 310 0 0.0% Q2 2026 Jul 15, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 230,377 172,527 10.17% 10.17% 311 0 0.0% Q2 2026 Aug 03, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 229,676 172,002 0.08% 0.08% 312 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 228,483 171,109 3.79% 3.79% 313 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History Reduced 222,871 170,685 13.0% 13.82% 314 -28,115 -11.2% Q3 2026 Oct 06, 2026
Financial Synergies Wealth Advisors, Inc. History No change 227,842 170,628 14.46% 14.46% 315 0 0.0% Q2 2026 Jul 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 221,720 169,804 2.03% 2.01% 316 +2,072 0.94% Q3 2026 Oct 05, 2026
RPTC Inc. History No change 225,810 169,106 28.48% 28.48% 317 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 224,946 168,459 7.9% 7.9% 318 0 0.0% Q2 2026 Aug 11, 2026
BANK OF HAWAII History No change 224,165 167,874 8.28% 8.28% 319 0 0.0% Q2 2026 Aug 13, 2026
Single Point Partners, LLC History No change 222,628 166,723 29.35% 29.35% 320 0 0.0% Q2 2026 Jul 16, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 221,268 165,704 35.76% 35.76% 321 0 0.0% Q2 2026 Jul 15, 2026
OneDigital Investment Advisors LLC History No change 220,668 165,255 1.39% 1.39% 322 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 220,501 165,131 0.93% 0.93% 323 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 219,719 164,546 3.79% 3.79% 324 0 0.0% Q2 2026 Aug 05, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 217,143 162,616 15.7% 15.7% 325 0 0.0% Q2 2026 Jul 22, 2026
Stairway Partners, LLC History Added to 212,083 162,423 7.67% 7.29% 326 +5,417 2.62% Q3 2026 Oct 01, 2026
Geneos Wealth Management Inc. History No change 215,810 161,617 3.3% 3.3% 327 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 214,948 160,972 11.66% 11.66% 328 0 0.0% Q2 2026 Jul 23, 2026
JGP Wealth Management, LLC History No change 214,133 160,362 14.39% 14.39% 329 0 0.0% Q2 2026 Jul 07, 2026
FIRST INTERSTATE BANK History No change 213,448 159,849 8.34% 8.34% 330 0 0.0% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History No change 212,091 158,832 3.11% 3.11% 331 0 0.0% Q2 2026 Aug 11, 2026
Narwhal Capital Management History No change 212,038 158,792 10.97% 10.97% 332 0 0.0% Q2 2026 Jul 24, 2026
MACKENZIE FINANCIAL CORP History No change 210,708 157,797 0.16% 0.16% 333 0 0.0% Q2 2026 Aug 13, 2026
FFT WEALTH MANAGEMENT LLC History No change 209,297 156,740 24.56% 24.56% 334 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 209,128 156,614 2.95% 2.95% 335 0 0.0% Q2 2026 Aug 14, 2026
PKO Investment Management Joint-Stock Co History No change 208,689 156,285 11.35% 11.35% 336 0 0.0% Q2 2026 Jul 20, 2026
Kapitalo Investimentos Ltda History No change 208,479 156,127 9.9% 9.9% 337 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 208,416 156,080 19.51% 19.51% 338 0 0.0% Q2 2026 Aug 26, 2026
MASON STREET ADVISORS, LLC History No change 206,485 154,634 13.93% 13.93% 339 0 0.0% Q2 2026 Aug 12, 2026
Defiance ETFs, LLC History No change 205,875 154,220 2.09% 2.09% 340 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History No change 205,717 154,059 15.24% 15.24% 341 0 0.0% Q2 2026 Jul 20, 2026
Rezny Wealth Management, Inc. History No change 205,661 154,017 26.62% 26.62% 342 0 0.0% Q2 2026 Jul 17, 2026
Alternative Investment Advisors, LLC. History No change 204,888 153,438 58.33% 58.33% 343 0 0.0% Q2 2026 Aug 31, 2026
Global Retirement Partners, LLC History No change 203,286 152,238 2.33% 2.33% 344 0 0.0% Q2 2026 Aug 06, 2026
ESL Trust Services, LLC History No change 202,449 151,612 25.85% 25.85% 345 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 201,998 151,274 11.09% 11.09% 346 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 199,808 149,634 1.27% 1.27% 347 0 0.0% Q2 2026 Jul 27, 2026
Advisors Capital Management, LLC History No change 199,270 149,231 1.58% 1.58% 348 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 199,252 149,217 0.26% 0.26% 349 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 198,582 148,716 1.77% 1.77% 350 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Advisory Group LLC History No change 197,805 148,134 9.98% 9.98% 351 0 0.0% Q2 2026 Jul 17, 2026
Pure Financial Advisors, LLC History No change 196,358 147,050 1.87% 1.87% 352 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 195,555 146,024 5.25% 5.25% 353 0 0.0% Q2 2026 Jul 23, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 194,787 145,873 14.47% 14.47% 354 0 0.0% Q2 2026 Jul 29, 2026
Core Wealth Advisors, Inc. History No change 193,554 144,950 29.14% 29.14% 355 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 192,974 144,516 4.14% 4.14% 356 0 0.0% Q2 2026 Aug 19, 2026
Hennion & Walsh Asset Management, Inc. History No change 191,514 143,422 4.09% 4.09% 357 0 0.0% Q2 2026 Jul 08, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 188,749 141,351 36.4% 36.4% 358 0 0.0% Q2 2026 Aug 07, 2026
ALPS ADVISORS INC History No change 188,524 141,183 0.66% 0.66% 359 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 185,143 139,922 0.41% 0.41% 360 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 186,235 139,470 4.36% 4.36% 361 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 185,066 138,594 1.83% 1.83% 362 0 0.0% Q2 2026 Aug 06, 2026
Investment Management Corp of Ontario History No change 183,906 137,725 1.74% 1.74% 363 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Strategic Wealth Guidance History No change 183,116 137,133 31.09% 31.09% 364 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 182,675 136,804 0.76% 0.76% 365 0 0.0% Q2 2026 Jul 24, 2026
RiverFront Investment Group, LLC History No change 181,711 136,081 1.8% 1.8% 366 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Strategies, Inc. History No change 180,782 135,385 9.5% 9.5% 367 0 0.0% Q2 2026 Jul 24, 2026
North Dakota State Investment Board History No change 179,687 134,565 5.47% 5.47% 368 0 0.0% Q2 2026 Aug 04, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 179,593 134,495 10.93% 10.93% 369 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 179,336 134,302 1.57% 1.57% 370 0 0.0% Q2 2026 Jul 22, 2026
RWA WEALTH PARTNERS, LLC History No change 179,288 134,266 1.29% 1.29% 371 0 0.0% Q2 2026 Aug 07, 2026
TCP Asset Management, LLC History No change 178,510 133,684 15.16% 15.16% 372 0 0.0% Q2 2026 Jul 15, 2026
Financial Advisory Corp History No change 178,067 133,352 17.68% 17.68% 373 0 0.0% Q2 2026 Jul 09, 2026
BSW Wealth Partners History No change 175,944 131,762 14.65% 14.65% 374 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 175,396 131,736 2.46% 2.46% 375 0 0.0% Q2 2026 Jul 27, 2026
King Wealth Management Group History No change 175,250 131,243 14.35% 14.35% 376 0 0.0% Q2 2026 Aug 05, 2026
SG Americas Securities, LLC History No change 174,996 131,053 0.07% 0.07% 377 0 0.0% Q2 2026 Aug 07, 2026
Chandler Asset Management, Inc. History No change 174,221 130,472 18.38% 18.38% 378 0 0.0% Q2 2026 Aug 07, 2026
Hancock Prospecting Pty Ltd History No change 174,000 130,306 2.28% 2.28% 379 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 173,789 130,148 0.6% 0.6% 380 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 172,579 129,242 1.46% 1.46% 381 0 0.0% Q2 2026 Aug 10, 2026
McKinley Carter Wealth Services, Inc. History No change 171,795 128,655 6.63% 6.63% 382 0 0.0% Q2 2026 Jul 28, 2026
St. Clair Advisors, LLC History No change 171,431 128,383 33.03% 33.03% 383 0 0.0% Q2 2026 Jul 06, 2026
Regal Investment Advisors LLC History No change 168,826 126,431 6.57% 6.57% 384 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 168,683 126,324 1.99% 1.99% 385 0 0.0% Q2 2026 Aug 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 167,801 125,664 5.48% 5.48% 386 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 166,177 124,447 1.88% 1.88% 387 0 0.0% Q2 2026 Aug 10, 2026
Sharkey, Howes & Javer History No change 165,780 124,150 14.98% 14.98% 388 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 165,195 123,712 2.07% 2.07% 389 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 162,845 121,953 3.0% 3.0% 390 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK OF OMAHA History No change 163,739 121,899 3.44% 3.44% 391 0 0.0% Q2 2026 Aug 07, 2026
Chevy Chase Trust Holdings, LLC History No change 162,535 121,720 0.31% 0.31% 392 0 0.0% Q2 2026 Aug 14, 2026
Requisite Capital Management, LLC History No change 160,808 120,427 19.9% 19.9% 393 0 0.0% Q2 2026 Aug 07, 2026
3EDGE Asset Management, LP History No change 159,686 119,587 5.33% 5.33% 394 0 0.0% Q2 2026 Jul 27, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 159,542 119,479 16.72% 16.72% 395 0 0.0% Q2 2026 Aug 12, 2026
Wealth Group Ltd History Reduced 153,570 118,725 21.99% 22.43% 396 -2,948 -1.88% Q3 2026 Oct 07, 2026
Amtrust Financial Services, Inc. History No change 158,000 118,324 35.17% 35.17% 397 0 0.0% Q2 2026 Jul 29, 2026
StoneX Group Inc. History No change 157,700 118,098 4.76% 4.76% 398 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 157,511 117,958 3.07% 3.07% 399 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 157,389 117,866 5.42% 5.42% 400 0 0.0% Q2 2026 Aug 11, 2026
PDS Planning, Inc History No change 157,386 117,865 6.82% 6.82% 401 0 0.0% Q2 2026 Aug 05, 2026
Bricktown Capital, LLC History No change 156,845 117,459 21.22% 21.22% 402 0 0.0% Q2 2026 Jul 15, 2026
RTD Financial Advisors, Inc. History Added to 153,036 117,202 12.82% 12.39% 403 +1,298 0.86% Q3 2026 Oct 09, 2026
CIBC WORLD MARKET INC. History No change 156,263 117,023 0.19% 0.19% 404 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 156,000 116,826 1.17% 1.17% 405 0 0.0% Q2 2026 Aug 13, 2026
Garda Capital Partners LP History No change 154,082 115,390 40.32% 40.32% 406 0 0.0% Q2 2026 Aug 04, 2026
Ironclad Investments LLC History No change 153,639 115,058 49.39% 49.39% 407 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 153,582 115,016 2.57% 2.57% 408 0 0.0% Q2 2026 Jul 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 153,501 114,965 28.45% 28.45% 409 0 0.0% Q2 2026 Jul 21, 2026
SWMG, LLC History No change 151,003 114,025 26.86% 26.86% 410 0 0.0% Q2 2026 Jul 15, 2026
Banco Santander, S.A. History No change 151,600 113,531 0.71% 0.71% 411 0 0.0% Q2 2026 Jul 29, 2026
UNIQUE WEALTH, LLC History No change 151,429 113,403 13.22% 13.22% 412 0 0.0% Q2 2026 Jul 21, 2026
GLENMEDE TRUST CO NA History No change 151,365 113,355 0.5% 0.5% 413 0 0.0% Q2 2026 Aug 10, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 151,191 113,225 18.05% 18.05% 414 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 150,835 112,958 4.38% 4.38% 415 0 0.0% Q2 2026 Jul 02, 2026
SteelPeak Wealth, LLC History No change 150,012 112,342 2.91% 2.91% 416 0 0.0% Q2 2026 Jul 13, 2026
AdvisorNet Financial, Inc History No change 149,520 111,974 5.11% 5.11% 417 0 0.0% Q2 2026 Jul 23, 2026
WealthPlan Investment Management, LLC History No change 149,301 111,810 5.55% 5.55% 418 0 0.0% Q2 2026 Jul 28, 2026
Arcataur Capital Management LLC History No change 146,111 109,421 27.12% 27.12% 419 0 0.0% Q2 2026 Jul 23, 2026
Grant Street Asset Management, Inc. History No change 144,976 108,570 17.79% 17.79% 420 0 0.0% Q2 2026 Aug 05, 2026
CANTOR FITZGERALD, L. P. History No change 144,905 108,517 1.18% 1.18% 421 0 0.0% Q2 2026 Aug 14, 2026
Arvest Bank Trust Division History No change 144,760 108,409 5.28% 5.28% 422 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 144,753 108,404 0.18% 0.18% 423 0 0.0% Q2 2026 Aug 14, 2026
Bull Oak Capital, LLC History No change 144,614 108,300 36.08% 36.08% 424 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 144,124 107,933 2.04% 2.04% 425 0 0.0% Q2 2026 Jul 28, 2026
TECTONIC ADVISORS LLC History No change 143,909 107,772 5.18% 5.18% 426 0 0.0% Q2 2026 Jul 15, 2026
Tortoise Investment Management, LLC History No change 142,937 107,044 7.98% 7.98% 427 0 0.0% Q2 2026 Aug 07, 2026
PINNACLE ASSOCIATES LTD History No change 142,460 106,686 1.16% 1.16% 428 0 0.0% Q2 2026 Aug 03, 2026
OLD NATIONAL BANCORP /IN/ History No change 142,095 106,413 2.12% 2.12% 429 0 0.0% Q2 2026 Jul 15, 2026
Smartleaf Asset Management LLC History No change 142,225 105,842 3.44% 3.44% 430 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 141,287 105,773 10.19% 10.19% 431 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 140,529 105,240 16.02% 16.02% 432 0 0.0% Q2 2026 Jul 14, 2026
GREAT LAKES ADVISORS, LLC History No change 139,445 104,429 0.79% 0.79% 433 0 0.0% Q2 2026 Aug 10, 2026
Gray Private Wealth, LLC History No change 139,376 104,377 45.11% 45.11% 434 0 0.0% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History No change 139,300 104,320 13.87% 13.87% 435 0 0.0% Q2 2026 Aug 05, 2026
Progeny 3, Inc. History No change 139,069 104,147 5.37% 5.37% 436 0 0.0% Q2 2026 Aug 14, 2026
Accredited Investors Inc. History No change 138,176 103,478 4.47% 4.47% 437 0 0.0% Q2 2026 Jul 21, 2026
Physician Wealth Advisors, Inc. History No change 137,564 103,020 12.3% 12.3% 438 0 0.0% Q2 2026 Jul 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 137,118 102,686 8.88% 8.88% 439 0 0.0% Q2 2026 Jul 27, 2026
SIMON QUICK ADVISORS, LLC History No change 136,664 102,346 4.13% 4.13% 440 0 0.0% Q2 2026 Jul 28, 2026
Jupiter Topco LLC History No change 136,281 102,059 0.04% 0.04% 441 0 0.0% Q2 2026 Aug 14, 2026
Alaska Permanent Capital Management, LLC History No change 135,686 101,848 6.65% 6.65% 442 0 0.0% Q2 2026 Aug 11, 2026
Pine Ridge Advisers LLC History No change 135,052 101,139 6.1% 6.1% 443 0 0.0% Q2 2026 Aug 14, 2026
BankPlus Trust Department History No change 134,984 101,088 23.65% 23.65% 444 0 0.0% Q2 2026 Jul 28, 2026
Consolidated Portfolio Review Corp History No change 134,978 101,083 8.42% 8.42% 445 0 0.0% Q2 2026 Jul 23, 2026
Bryant Woods Investment Advisors, LLC History No change 134,386 100,645 27.99% 27.99% 446 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 132,375 99,134 1.33% 1.33% 447 0 0.0% Q2 2026 Aug 12, 2026
Asio Capital, LLC History No change 132,328 99,099 12.69% 12.69% 448 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History No change 132,103 98,927 1.09% 1.09% 449 0 0.0% Q2 2026 Aug 04, 2026
Buck Wealth Strategies, LLC History No change 131,827 98,723 10.33% 10.33% 450 0 0.0% Q2 2026 Jul 30, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 131,439 98,433 5.72% 5.72% 451 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 131,220 98,269 1.35% 1.35% 452 0 0.0% Q2 2026 Aug 10, 2026
HWG Holdings LP History Added to 127,281 97,478 22.47% 17.26% 453 +25,357 24.88% Q3 2026 Oct 07, 2026
Focus Partners Advisor Solutions, LLC History No change 130,156 97,466 0.83% 0.83% 454 0 0.0% Q2 2026 Aug 06, 2026
COUNTRY TRUST BANK History No change 130,054 97,396 1.71% 1.71% 455 0 0.0% Q2 2026 Jul 15, 2026
JSF Financial, LLC History No change 129,530 97,004 15.34% 15.34% 456 0 0.0% Q2 2026 Jul 28, 2026
Centerpoint Advisors, LLC History No change 129,473 96,961 27.53% 27.53% 457 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 129,349 96,868 0.11% 0.11% 458 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 128,402 96,159 1.97% 1.97% 459 0 0.0% Q2 2026 Aug 06, 2026
Financial Partners Group, Inc History No change 127,920 95,798 9.73% 9.73% 460 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 128,359 95,313 1.59% 1.59% 461 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 128,359 95,313 1.59% 1.59% 462 0 0.0% Q2 2026 Jul 29, 2026
Curi Capital, LLC History No change 127,183 95,245 1.47% 1.47% 463 0 0.0% Q2 2026 Aug 14, 2026
AMARILLO NATIONAL BANK History No change 127,047 95,144 15.25% 15.25% 464 0 0.0% Q2 2026 Jul 15, 2026
NerdWallet Wealth Partners, LLC History No change 127,022 95,115 32.78% 32.78% 465 0 0.0% Q2 2026 Jul 07, 2026
New England Professional Planning Group Inc. History No change 126,855 95,000 35.46% 35.46% 466 0 0.0% Q2 2026 Jul 28, 2026
Hudock, Inc. History No change 126,814 94,969 12.16% 12.16% 467 0 0.0% Q2 2026 Jul 31, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 126,494 94,730 1.37% 1.37% 468 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Advisors, LLC History No change 126,391 94,652 10.76% 10.76% 469 0 0.0% Q2 2026 Aug 14, 2026
Missouri Education Pension Trust History No change 124,141 92,967 34.0% 34.0% 470 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 124,080 92,921 28.68% 28.68% 471 0 0.0% Q2 2026 Jul 30, 2026
Well Done, LLC History No change 124,013 92,872 12.49% 12.49% 472 0 0.0% Q2 2026 Jul 24, 2026
Focus Financial Network, Inc. History No change 123,492 92,481 2.86% 2.86% 473 0 0.0% Q2 2026 Jul 09, 2026
Coyle Financial Counsel LLC History No change 122,731 91,911 16.77% 16.77% 474 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 122,102 91,440 0.05% 0.05% 475 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 122,036 91,391 1.71% 1.71% 476 0 0.0% Q2 2026 Jul 15, 2026
Mascoma Wealth Management LLC History No change 121,926 91,309 16.93% 16.93% 477 0 0.0% Q2 2026 Jul 24, 2026
McNamara Financial Services, Inc. History No change 121,796 91,211 15.73% 15.73% 478 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 121,498 90,988 0.39% 0.39% 479 0 0.0% Q2 2026 Aug 11, 2026
Genoa Capital Gestora de Recursos Ltda. History No change 121,200 90,765 16.47% 16.47% 480 0 0.0% Q2 2026 Jul 23, 2026
Foster Group, Inc. History No change 120,402 90,168 2.4% 2.4% 481 0 0.0% Q2 2026 Jul 07, 2026
Clal Insurance Enterprises Holdings Ltd History No change 120,000 89,867 0.4% 0.4% 482 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 119,791 89,709 1.81% 1.81% 483 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 119,723 89,659 0.56% 0.56% 484 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners OCIO LLC History No change 118,343 88,625 4.49% 4.49% 485 0 0.0% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History Reduced 115,550 88,493 9.3% 8.83% 486 -429 -0.37% Q3 2026 Oct 05, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 117,802 88,220 11.17% 11.17% 487 0 0.0% Q2 2026 Aug 13, 2026
COURIER CAPITAL LLC History No change 117,740 88,174 4.4% 4.4% 488 0 0.0% Q2 2026 Jul 16, 2026
Balentine LLC History No change 117,337 87,872 3.12% 3.12% 489 0 0.0% Q2 2026 Aug 06, 2026
SCS Capital Management LLC History No change 116,381 87,156 0.82% 0.82% 490 0 0.0% Q2 2026 Aug 06, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 112,983 86,528 17.56% 16.88% 491 +3,507 3.2% Q3 2026 Oct 07, 2026
Passaic Partners LLC History No change 115,530 86,519 6.37% 6.37% 492 0 0.0% Q2 2026 Aug 14, 2026
Wealth Architects, LLC History No change 115,487 86,487 6.83% 6.83% 493 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 122,271 86,324 1.43% 1.43% 494 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 115,160 86,242 1.83% 1.83% 495 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 115,097 86,195 0.95% 0.95% 496 0 0.0% Q2 2026 Jul 28, 2026
Visionary Wealth Advisors History No change 114,825 85,991 3.4% 3.4% 497 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 114,456 85,715 7.04% 7.04% 498 0 0.0% Q2 2026 Aug 10, 2026
Vision Capital Management, Inc. History No change 113,897 85,296 9.74% 9.74% 499 0 0.0% Q2 2026 Aug 10, 2026
CIM INVESTMENT MANAGEMENT INC History No change 113,454 84,964 20.36% 20.36% 500 0 0.0% Q2 2026 Sep 29, 2026
Towercrest Capital Management History No change 113,426 84,948 11.84% 11.84% 501 0 0.0% Q2 2026 Aug 03, 2026
CITIGROUP INC History No change 113,409 84,930 0.03% 0.03% 502 0 0.0% Q2 2026 Aug 03, 2026
PJT Investments Corp. History No change 113,296 84,846 28.69% 28.69% 503 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 112,291 84,093 5.46% 5.46% 504 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 112,278 84,084 1.44% 1.44% 505 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 112,156 83,992 2.06% 2.06% 506 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 111,606 83,580 1.74% 1.74% 507 0 0.0% Q2 2026 Jul 29, 2026
PAX Financial Group, LLC History No change 111,568 83,552 12.42% 12.42% 508 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 111,015 83,137 2.63% 2.63% 509 0 0.0% Q2 2026 Jul 27, 2026
Strategic Point Investment Advisors, LLC History No change 110,810 82,984 10.81% 10.81% 510 0 0.0% Q2 2026 Jul 08, 2026
DEUTSCHE BANK AG\ History No change 110,722 82,918 0.02% 0.02% 511 0 0.0% Q2 2026 Aug 07, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 110,359 82,647 3.09% 3.09% 512 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 109,892 82,286 27.57% 27.57% 513 0 0.0% Q2 2026 Aug 12, 2026
Heritage Investment Group, Inc. History No change 109,155 81,745 10.98% 10.98% 514 0 0.0% Q2 2026 Jul 29, 2026
Affinity Capital Advisors, LLC History No change 108,112 81,598 10.08% 10.08% 515 0 0.0% Q2 2026 Jul 08, 2026
MidFirst Bank History No change 108,944 81,587 5.79% 5.79% 516 0 0.0% Q2 2026 Aug 07, 2026
EWA, LLC History No change 108,794 81,474 14.87% 14.87% 517 0 0.0% Q2 2026 Jul 14, 2026
Destination Wealth Management History No change 108,582 81,316 1.9% 1.9% 518 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 108,102 80,956 16.82% 16.82% 519 0 0.0% Q2 2026 Jul 20, 2026
CLG LLC History No change 107,058 80,174 17.6% 17.6% 520 0 0.0% Q2 2026 Jul 16, 2026
Golden State Wealth Management, LLC History No change 106,900 80,056 7.3% 7.3% 521 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 106,161 79,527 0.06% 0.06% 522 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 106,124 79,500 0.21% 0.21% 523 0 0.0% Q2 2026 Jul 27, 2026
BEAM WEALTH ADVISORS, INC. History No change 105,678 79,141 17.45% 17.45% 524 0 0.0% Q2 2026 Jul 29, 2026
EARNED WEALTH ADVISORS, LLC History No change 105,677 79,140 5.1% 5.1% 525 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 105,489 78,999 4.05% 4.05% 526 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 105,288 78,849 0.84% 0.84% 527 0 0.0% Q2 2026 Aug 03, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 104,951 78,596 17.58% 17.58% 528 0 0.0% Q2 2026 Jul 20, 2026
Roth Financial Partners LLC History Reduced 102,393 78,418 23.43% 22.83% 529 -138 -0.13% Q3 2026 Oct 06, 2026
Pinnacle Financial Partners, Inc. History No change 104,089 77,951 0.53% 0.53% 530 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 101,747 77,923 18.25% 17.1% 531 +7,317 7.75% Q3 2026 Oct 06, 2026
Argent Trust Co History No change 103,867 77,784 2.25% 2.25% 532 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Financial, llc History No change 102,670 77,267 12.1% 12.1% 533 0 0.0% Q2 2026 Jul 17, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 102,622 76,852 5.18% 5.18% 534 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 102,340 76,641 1.81% 1.81% 535 0 0.0% Q2 2026 Aug 13, 2026
Standpoint Asset Management, LLC History No change 101,300 75,862 15.9% 15.9% 536 0 0.0% Q2 2026 Jul 23, 2026
First Financial Bank - Trust Division History Added to 98,759 75,634 5.46% 5.02% 537 +4,882 5.2% Q3 2026 Oct 01, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 100,954 75,603 1.4% 1.4% 538 0 0.0% Q2 2026 Aug 12, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 100,654 75,378 4.05% 4.05% 539 0 0.0% Q2 2026 Jul 15, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 100,647 75,373 18.06% 18.06% 540 0 0.0% Q2 2026 Aug 10, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 100,364 75,305 7.94% 7.94% 541 0 0.0% Q2 2026 Aug 03, 2026
Onyx Bridge Wealth Group LLC History No change 100,513 75,273 6.77% 6.77% 542 0 0.0% Q2 2026 Jul 23, 2026
Ledyard National Bank History No change 100,495 75,259 6.04% 6.04% 543 0 0.0% Q2 2026 Jul 16, 2026
Lineweaver Wealth Advisors, LLC History No change 100,377 75,171 8.9% 8.9% 544 0 0.0% Q2 2026 Jul 09, 2026
Midwest Trust Co History No change 100,336 75,140 0.85% 0.85% 545 0 0.0% Q2 2026 Aug 04, 2026
Beaumont Asset Management, L.L.C. History No change 99,101 74,215 28.83% 28.83% 546 0 0.0% Q2 2026 Jul 22, 2026
Crescent Grove Advisors, LLC History No change 99,058 74,183 6.19% 6.19% 547 0 0.0% Q2 2026 Aug 10, 2026
May Hill Capital, LLC History No change 99,046 74,174 15.49% 15.49% 548 0 0.0% Q2 2026 Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 98,908 74,170 7.49% 7.49% 549 0 0.0% Q2 2026 Sep 02, 2026
CM WEALTH ADVISORS LLC History No change 98,618 73,854 13.32% 13.32% 550 0 0.0% Q2 2026 Aug 10, 2026
VICUS CAPITAL History No change 98,603 73,842 4.77% 4.77% 551 0 0.0% Q2 2026 Aug 05, 2026
SigFig Wealth Management, LLC History Added to 96,036 73,549 1.84% 1.87% 552 +1,318 1.39% Q3 2026 Oct 07, 2026
St. Louis Trust Co History No change 720 73,477 8.39% 8.39% 553 0 0.0% Q2 2026 Jul 30, 2026
Harfst & Associates, Inc. History No change 97,653 73,131 11.37% 11.37% 554 0 0.0% Q2 2026 Jul 31, 2026
CONNING INC. History No change 97,544 73,049 2.19% 2.19% 555 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD SECURITIES, INC. History No change 97,124 72,735 4.15% 4.15% 556 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIENT ADVISORS LLC History No change 96,974 72,623 10.4% 10.4% 557 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 96,552 72,306 0.36% 0.36% 558 0 0.0% Q2 2026 Jul 17, 2026
Parkside Investments, LLC History No change 96,530 72,290 8.01% 8.01% 559 0 0.0% Q2 2026 Jul 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 96,395 72,189 6.4% 6.4% 560 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 95,110 71,227 1.69% 1.69% 561 0 0.0% Q2 2026 Aug 14, 2026
Kelly Financial Services LLC History No change 94,579 70,829 15.16% 15.16% 562 0 0.0% Q2 2026 Jul 14, 2026
KFA Private Wealth Group, LLC History Reduced 92,473 70,821 16.66% 16.73% 563 -283 -0.31% Q3 2026 Oct 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 91,104 70,432 10.14% 9.87% 564 -985 -1.07% Q3 2026 Oct 08, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 94,016 70,407 2.4% 2.4% 565 0 0.0% Q2 2026 Aug 17, 2026
SageView Advisory Group, LLC History No change 93,564 70,069 2.3% 2.3% 566 0 0.0% Q2 2026 Aug 10, 2026
Enclave Advisors LLC History No change 93,258 69,839 8.84% 8.84% 567 0 0.0% Q2 2026 Jul 14, 2026
Twele Capital Management, Inc. History No change 93,090 69,714 11.39% 11.39% 568 0 0.0% Q2 2026 Jul 14, 2026
Waterford Advisors, LLC History No change 93,087 69,711 19.02% 19.02% 569 0 0.0% Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 92,987 69,636 3.53% 3.53% 570 0 0.0% Q2 2026 Sep 11, 2026
JFS WEALTH ADVISORS, LLC History No change 92,723 69,439 3.46% 3.46% 571 0 0.0% Q2 2026 Jul 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 92,602 69,348 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Services History No change 91,907 68,828 17.72% 17.72% 573 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 91,712 68,682 0.65% 0.65% 574 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Investment Advisors, LLC History No change 91,398 68,447 12.85% 12.85% 575 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History No change 91,857 68,359 0.2% 0.2% 576 0 0.0% Q2 2026 Aug 17, 2026
Crestmont Private Wealth LLC History No change 91,163 68,271 19.15% 19.15% 577 0 0.0% Q2 2026 Aug 07, 2026
Marble Wealth, LLC History No change 91,033 68,173 10.44% 10.44% 578 0 0.0% Q2 2026 Aug 07, 2026
Axiom Financial Strategies, LLC History No change 90,945 68,108 21.34% 21.34% 579 0 0.0% Q2 2026 Aug 06, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 90,811 68,007 10.83% 10.83% 580 0 0.0% Q2 2026 Jul 24, 2026
WATERSHED PRIVATE WEALTH LLC History No change 90,706 67,929 19.13% 19.13% 581 0 0.0% Q2 2026 Jul 17, 2026
MKD WEALTH COACHES, LLC History Added to 88,628 67,875 56.14% 55.55% 582 +1,804 2.08% Q3 2026 Oct 08, 2026
FIRST MANHATTAN CO. LLC. History No change 90,479 67,758 0.17% 0.17% 583 0 0.0% Q2 2026 Aug 14, 2026
ROGCO, LP History No change 90,254 67,590 20.69% 20.69% 584 0 0.0% Q2 2026 Jul 30, 2026
Keebeck Wealth Management History No change 89,755 67,216 6.57% 6.57% 585 0 0.0% Q2 2026 Aug 11, 2026
26North Partners LP History No change 88,849 66,537 100.0% 100.0% 586 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 88,651 66,389 2.77% 2.77% 587 0 0.0% Q2 2026 Aug 06, 2026
Beaumont Financial Advisors, LLC History No change 88,113 65,987 4.2% 4.2% 588 0 0.0% Q2 2026 Aug 04, 2026
SHUFRO ROSE & CO LLC History No change 87,982 65,888 3.78% 3.78% 589 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 87,796 65,749 3.79% 3.79% 590 0 0.0% Q2 2026 Aug 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 87,712 65,686 8.31% 8.31% 591 0 0.0% Q2 2026 Jul 31, 2026
Rafferty Asset Management, LLC History No change 87,516 65,539 0.15% 0.15% 592 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 87,118 65,241 11.15% 11.15% 593 0 0.0% Q2 2026 Jul 27, 2026
Rossmore Private Capital History No change 86,564 64,826 5.24% 5.24% 594 0 0.0% Q2 2026 Jul 31, 2026
Ancora Advisors LLC History No change 86,485 64,767 1.25% 1.25% 595 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 86,008 64,410 4.48% 4.48% 596 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 85,966 64,379 3.73% 3.73% 597 0 0.0% Q2 2026 Aug 10, 2026
Atlanta Consulting Group Advisors, LLC History No change 85,882 64,316 10.2% 10.2% 598 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 85,754 64,220 1.18% 1.18% 599 0 0.0% Q2 2026 Aug 06, 2026
GoalFusion Wealth Management, LLC History Added to 83,672 64,080 25.62% 25.15% 600 +486 0.58% Q3 2026 Oct 06, 2026
Blue Trust, Inc. History No change 85,501 64,030 0.67% 0.67% 601 0 0.0% Q2 2026 Jul 21, 2026
Pettinga Financial Advisors LLC History No change 85,307 63,885 10.24% 10.24% 602 0 0.0% Q2 2026 Jul 09, 2026
IHT Wealth Management, LLC History No change 84,992 63,649 1.35% 1.35% 603 0 0.0% Q2 2026 Aug 14, 2026
Madrona Financial Services, LLC History No change 84,750 63,468 11.7% 11.7% 604 0 0.0% Q2 2026 Jul 17, 2026
Diversified Enterprises, LLC History No change 84,701 63,431 3.07% 3.07% 605 0 0.0% Q2 2026 Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 84,605 63,359 3.21% 3.21% 606 0 0.0% Q2 2026 Aug 11, 2026
BANK OF STOCKTON History No change 84,585 63,344 17.78% 17.78% 607 0 0.0% Q2 2026 Jul 29, 2026
Hoxton Planning & Management, LLC History No change 84,395 63,202 16.49% 16.49% 608 0 0.0% Q2 2026 Jul 16, 2026
Wealth Alliance Advisory Group, LLC History No change 84,200 63,056 9.12% 9.12% 609 0 0.0% Q2 2026 Jul 23, 2026
High Note Wealth, LLC History No change 84,099 62,981 10.74% 10.74% 610 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 83,774 62,785 0.91% 0.91% 611 0 0.0% Q2 2026 Jul 15, 2026
Smithfield Trust Co History No change 83,796 62,747 2.51% 2.51% 612 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ALLIANCE, LLC History No change 83,512 62,541 5.23% 5.23% 613 0 0.0% Q2 2026 Aug 11, 2026
Apeiron RIA LLC History Added to 81,443 62,497 14.2% 9.94% 614 +29,713 57.44% Q3 2026 Oct 08, 2026
Wharton Business Group, LLC History No change 83,433 62,482 2.09% 2.09% 615 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 83,064 62,206 11.64% 11.64% 616 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Partners, LLC History No change 83,004 62,160 13.96% 13.96% 617 0 0.0% Q2 2026 Jul 22, 2026
Kovack Advisors, Inc. History No change 82,768 61,996 2.98% 2.98% 618 0 0.0% Q2 2026 Jul 28, 2026
BankPlus Wealth Management LLC History No change 82,143 61,535 27.69% 27.69% 619 0 0.0% Q2 2026 Jul 17, 2026
BONTEMPO OHLY CAPITAL MGMT LLC History No change 82,110 61,491 26.19% 26.19% 620 0 0.0% Q2 2026 Aug 14, 2026
ONE Advisory Partners, LLC History No change 82,038 61,437 16.72% 16.72% 621 0 0.0% Q2 2026 Jul 21, 2026
Parker Investment Management, LLC History No change 82,033 61,434 4.69% 4.69% 622 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 81,997 61,406 0.71% 0.71% 623 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 81,708 61,263 12.94% 12.94% 624 0 0.0% Q2 2026 Jul 31, 2026
Ackerman Asset Management, LLC History No change 81,527 61,054 36.63% 36.63% 625 0 0.0% Q2 2026 Aug 10, 2026
AAF Wealth Management, LLC History No change 81,307 60,890 22.46% 22.46% 626 0 0.0% Q2 2026 Jul 17, 2026
Daybright Advisory Services, Inc. History No change 80,974 60,756 14.5% 14.5% 627 0 0.0% Q2 2026 Aug 04, 2026
OpenArc Corporate Advisory, LLC History No change 81,090 60,727 0.72% 0.72% 628 0 0.0% Q2 2026 Aug 05, 2026
GC Wealth Management RIA, LLC History No change 81,012 60,669 3.5% 3.5% 629 0 0.0% Q2 2026 Jul 16, 2026
Evercore Wealth Management, LLC History No change 80,729 60,456 0.86% 0.86% 630 0 0.0% Q2 2026 Aug 14, 2026
Invst, LLC History No change 80,709 60,441 5.89% 5.89% 631 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Financial Planning, Inc. History No change 80,686 60,428 19.45% 19.45% 632 0 0.0% Q2 2026 Jul 13, 2026
Karpus Management, Inc. History No change 80,591 60,353 1.74% 1.74% 633 0 0.0% Q2 2026 Aug 14, 2026
International City Management Association Retirement Corp History No change 80,586 60,350 26.24% 26.24% 634 0 0.0% Q2 2026 Aug 05, 2026
TD Capital Management LLC History No change 80,455 60,251 4.92% 4.92% 635 0 0.0% Q2 2026 Aug 06, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 80,323 60,152 4.27% 4.27% 636 0 0.0% Q2 2026 Aug 07, 2026
Shelter Ins Retirement Plan History No change 80,061 59,956 59.55% 59.55% 637 0 0.0% Q2 2026 Aug 11, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 80,057 59,954 13.61% 13.61% 638 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 79,689 59,678 0.99% 0.99% 639 0 0.0% Q2 2026 Jul 31, 2026
Riverstone Advisors, LLC History No change 79,539 59,565 24.7% 24.7% 640 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 79,523 59,554 1.95% 1.95% 641 0 0.0% Q2 2026 Jul 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 79,520 59,551 0.27% 0.27% 642 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 79,120 59,251 3.55% 3.55% 643 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 79,106 59,241 4.73% 4.73% 644 0 0.0% Q2 2026 Aug 11, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 78,119 58,502 20.49% 20.49% 645 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL COUNSELORS INC History No change 77,986 58,402 80.38% 80.38% 646 0 0.0% Q2 2026 Aug 04, 2026
New World Advisors LLC History No change 77,752 58,227 9.9% 9.9% 647 0 0.0% Q2 2026 Aug 12, 2026
Wescott Financial Advisory Group, LLC History No change 76,939 57,619 4.46% 4.46% 648 0 0.0% Q2 2026 Aug 04, 2026
KINTRA WEALTH, LLC History No change 73,578 57,498 3.01% 3.01% 649 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 76,713 57,449 0.5% 0.5% 650 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 76,636 57,391 0.61% 0.61% 651 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Capital Advisors LLC History No change 76,518 57,303 3.66% 3.66% 652 0 0.0% Q2 2026 Aug 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 75,673 56,670 10.47% 10.47% 653 0 0.0% Q2 2026 Aug 06, 2026
USA FINANCIAL FORMULAS History No change 75,606 56,620 10.37% 10.37% 654 0 0.0% Q2 2026 Aug 04, 2026
NIXON PEABODY TRUST CO History No change 75,123 56,258 3.98% 3.98% 655 0 0.0% Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 74,901 56,093 2.68% 2.68% 656 0 0.0% Q2 2026 Jul 23, 2026
PKS Advisory Services, LLC History No change 74,832 56,047 8.94% 8.94% 657 0 0.0% Q2 2026 Aug 04, 2026
Legacy Financial Group LLC History No change 74,646 55,901 6.29% 6.29% 658 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 74,626 55,543 2.74% 2.74% 659 0 0.0% Q2 2026 Jul 28, 2026
Sage Financial Management Group, Inc. History No change 73,702 55,194 15.16% 15.16% 660 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Advisory, LLC History No change 73,512 55,052 4.57% 4.57% 661 0 0.0% Q2 2026 Jul 29, 2026
Trek Financial, LLC History No change 73,427 54,989 2.73% 2.73% 662 0 0.0% Q2 2026 Aug 13, 2026
Waterway Wealth Management, LLC History No change 144,727 54,946 11.22% 11.22% 663 0 0.0% Q2 2026 Jul 13, 2026
Simplicity Wealth,LLC History No change 73,317 54,906 1.85% 1.85% 664 0 0.0% Q2 2026 Aug 06, 2026
Newton One Investments LLC History No change 73,107 54,749 13.79% 13.79% 665 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 73,012 54,677 1.0% 1.0% 666 0 0.0% Q2 2026 Aug 04, 2026
Portland Global Advisors LLC History No change 72,750 54,482 5.18% 5.18% 667 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 72,611 54,377 1.97% 1.97% 668 0 0.0% Q2 2026 Aug 11, 2026
Next Capital Management LLC History No change 72,466 54,269 14.65% 14.65% 669 0 0.0% Q2 2026 Aug 03, 2026
Per Stirling Capital Management, LLC. History No change 72,314 54,155 5.14% 5.14% 670 0 0.0% Q2 2026 Aug 14, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 72,145 54,028 22.65% 22.65% 671 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Wealth Management, LLC History No change 72,034 53,945 2.32% 2.32% 672 0 0.0% Q2 2026 Jul 22, 2026
Serenus Wealth Advisors, LLC History No change 72,024 53,935 9.41% 9.41% 673 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors Wealth Management, LLC History Added to 69,880 53,517 6.03% 5.83% 674 +3,616 5.46% Q3 2026 Oct 09, 2026
WealthShield Partners, LLC History No change 71,406 53,475 8.18% 8.18% 675 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 71,296 53,392 1.4% 1.4% 676 0 0.0% Q2 2026 Jul 07, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 71,121 53,262 24.67% 24.67% 677 0 0.0% Q2 2026 Aug 14, 2026
Snider Financial Group History No change 71,089 53,238 13.55% 13.55% 678 0 0.0% Q2 2026 Jul 14, 2026
Apella Capital, LLC History Added to 68,054 53,121 0.67% 0.09% 679 +59,699 714.53% Q3 2026 Oct 08, 2026
Armor Investment Advisors, LLC History No change 70,816 53,033 17.01% 17.01% 680 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Group, LLC History No change 70,677 52,929 3.14% 3.14% 681 0 0.0% Q2 2026 Jul 27, 2026
BlueStem Wealth Partners, LLC History No change 70,511 52,804 5.26% 5.26% 682 0 0.0% Q2 2026 Aug 11, 2026
RATIONAL ADVISORS, INC. History No change 69,863 52,319 4.8% 4.8% 683 0 0.0% Q2 2026 Jul 24, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 69,314 51,908 18.88% 18.88% 684 0 0.0% Q2 2026 Jul 15, 2026
1900 WEALTH MANAGEMENT LLC History No change 69,262 51,869 2.89% 2.89% 685 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 69,097 51,746 1.85% 1.85% 686 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 69,086 51,737 0.34% 0.34% 687 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 69,045 51,706 1.56% 1.56% 688 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 68,986 51,663 1.05% 1.05% 689 0 0.0% Q2 2026 Jul 30, 2026
Chicago Partners Investment Group LLC History No change 69,596 51,613 1.03% 1.03% 690 0 0.0% Q2 2026 Jul 29, 2026
Salus Financial Advisors, LLC History No change 68,895 51,595 25.44% 25.44% 691 0 0.0% Q2 2026 Aug 06, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 67,230 51,487 12.26% 11.83% 692 +1,888 2.89% Q3 2026 Oct 09, 2026
Latko Wealth Management, Ltd. History No change 67,508 50,555 21.46% 21.46% 693 0 0.0% Q2 2026 Jul 24, 2026
WASHINGTON TRUST BANK History No change 67,490 50,542 3.53% 3.53% 694 0 0.0% Q2 2026 Aug 05, 2026
Procyon Advisors, LLC History No change 67,223 50,342 2.17% 2.17% 695 0 0.0% Q2 2026 Jul 09, 2026
Sovran Advisors, LLC History No change 67,645 50,342 3.75% 3.75% 696 0 0.0% Q2 2026 Jul 29, 2026
Peak Planning Group, LLC History No change 67,160 50,295 11.35% 11.35% 697 0 0.0% Q2 2026 Aug 12, 2026
WealthBridge Capital Management, LLC History No change 67,115 50,261 9.99% 9.99% 698 0 0.0% Q2 2026 Jul 24, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 65,570 50,217 27.17% 26.96% 699 -1,141 -1.71% Q3 2026 Oct 06, 2026
Alpha Financial Partners LLC History No change 66,984 50,163 26.35% 26.35% 700 0 0.0% Q2 2026 Aug 11, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 66,930 50,123 10.32% 10.32% 701 0 0.0% Q2 2026 Jul 17, 2026
Ameritas Investment Partners, Inc. History No change 66,099 49,501 1.32% 1.32% 702 0 0.0% Q2 2026 Aug 13, 2026
Nolet Wealth Management, LLC History No change 65,842 49,308 27.22% 27.22% 703 0 0.0% Q2 2026 Jul 10, 2026
COREPATH WEALTH PARTNERS LLC History No change 65,739 49,242 30.71% 30.71% 704 0 0.0% Q2 2026 Jul 09, 2026
AMS Capital Ltda History No change 65,702 49,204 16.91% 16.91% 705 0 0.0% Q2 2026 Aug 06, 2026
Adirondack Capital Advisors, LLC History Added to 64,099 49,090 25.35% 25.17% 706 +1,429 2.28% Q3 2026 Oct 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 65,538 49,080 2.26% 2.26% 707 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Wealth Management, LLC. History No change 65,461 49,023 10.86% 10.86% 708 0 0.0% Q2 2026 Jul 30, 2026
NDWM LLC History No change 65,309 48,909 28.73% 28.73% 709 0 0.0% Q2 2026 Jul 23, 2026
PCA Investment Advisory Services Inc. History No change 64,958 48,754 13.6% 13.6% 710 0 0.0% Q2 2026 Jul 27, 2026
BEACON FINANCIAL GROUP History No change 64,631 48,401 4.4% 4.4% 711 0 0.0% Q2 2026 Jul 16, 2026
CreativeOne Wealth, LLC History No change 64,627 48,398 1.04% 1.04% 712 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 64,523 48,320 1.48% 1.48% 713 0 0.0% Q2 2026 Jul 09, 2026
Vermillion & White Wealth Management Group, LLC History No change 64,086 48,153 24.36% 24.36% 714 0 0.0% Q2 2026 Aug 18, 2026
Wealth Quarterback LLC History No change 64,245 48,112 14.86% 14.86% 715 0 0.0% Q2 2026 Jul 27, 2026
Sentinel Advisory Group, LLC History No change 64,170 48,056 19.62% 19.62% 716 0 0.0% Q2 2026 Jul 23, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 63,594 47,624 6.2% 6.2% 717 0 0.0% Q2 2026 Jul 20, 2026
Integrity Investment Advisors, LLC History No change 63,559 47,598 20.72% 20.72% 718 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 63,186 47,319 0.75% 0.75% 719 0 0.0% Q2 2026 Jul 28, 2026
Bare Financial Services, Inc History No change 63,107 47,259 10.84% 10.84% 720 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 63,006 47,184 4.73% 4.73% 721 0 0.0% Q2 2026 Jul 15, 2026
AMES NATIONAL CORP History No change 62,673 46,935 25.82% 25.82% 722 0 0.0% Q2 2026 Aug 13, 2026
Capital Planning LLC History Reduced 61,281 46,931 12.48% 13.55% 723 -841 -1.35% Q3 2026 Oct 09, 2026
LCW Services, LLC History No change 62,586 46,869 20.41% 20.41% 724 0 0.0% Q2 2026 Jul 30, 2026
Pinion Investment Advisors, LLC History No change 62,470 46,782 8.88% 8.88% 725 0 0.0% Q2 2026 Aug 06, 2026
Palatine Hill Wealth Management, LLC History No change 62,451 46,768 37.67% 37.67% 726 0 0.0% Q2 2026 Aug 07, 2026
Panoramic Capital Partners, LLC History No change 1,176,056 46,596 22.03% 22.03% 727 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 62,024 46,449 9.0% 9.0% 728 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 62,013 46,440 1.79% 1.79% 729 0 0.0% Q2 2026 Jul 20, 2026
Alliance Wealth Management Group History No change 61,877 46,339 9.02% 9.02% 730 0 0.0% Q2 2026 Aug 04, 2026
Dorsey & Whitney Trust CO LLC History No change 61,693 46,201 2.25% 2.25% 731 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 61,433 46,006 6.53% 6.53% 732 0 0.0% Q2 2026 Aug 06, 2026
Mann Financial Group, Inc. History No change 61,362 45,953 38.45% 38.45% 733 0 0.0% Q2 2026 Jul 22, 2026
Kapstone Financial Advisors LLC History No change 61,329 45,928 19.23% 19.23% 734 0 0.0% Q2 2026 Aug 07, 2026
Napier Financial, LLC History No change 61,286 45,896 9.56% 9.56% 735 0 0.0% Q2 2026 Jul 31, 2026
CoreCap Advisors, LLC History Added to 59,764 45,770 1.32% 1.24% 736 +3,676 6.55% Q3 2026 Oct 08, 2026
Avondale Wealth Management History No change 60,978 45,666 18.62% 18.62% 737 0 0.0% Q2 2026 Jul 13, 2026
Fort Henry Capital, LLC History No change 60,894 45,602 25.12% 25.12% 738 0 0.0% Q2 2026 Jul 15, 2026
Valley Financial Group, Inc. History No change 60,816 45,544 22.46% 22.46% 739 0 0.0% Q2 2026 Aug 14, 2026
David J Yvars Group History Added to 59,441 45,523 20.92% 20.87% 740 +398 0.67% Q3 2026 Oct 09, 2026
Able Wealth Management LLC History No change 60,774 45,513 10.44% 10.44% 741 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 60,679 45,441 0.24% 0.24% 742 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 60,420 45,248 0.86% 0.86% 743 0 0.0% Q2 2026 Jul 09, 2026
CISCO SYSTEMS, INC. History No change 60,000 44,933 11.09% 11.09% 744 0 0.0% Q2 2026 Jul 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 59,995 44,929 13.78% 13.78% 745 0 0.0% Q2 2026 Jul 29, 2026
Cypress Wealth Services, LLC History No change 59,992 44,927 5.51% 5.51% 746 0 0.0% Q2 2026 Jul 10, 2026
ZynergyRetirementPlanningLLC History Reduced 58,112 44,505 23.77% 24.18% 747 -1,427 -2.4% Q3 2026 Oct 08, 2026
Woodward Financial Advisors, Inc. History No change 59,306 44,413 14.85% 14.85% 748 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 59,644 44,386 2.38% 2.38% 749 0 0.0% Q2 2026 Jul 14, 2026
Elevated Financial Group LLC History No change 59,230 44,356 12.16% 12.16% 750 0 0.0% Q2 2026 Jul 22, 2026
Windsor Capital Management, LLC History No change 59,122 44,276 11.51% 11.51% 751 0 0.0% Q2 2026 Jul 08, 2026
Somnio Financial Group, LLC History No change 59,020 44,199 26.19% 26.19% 752 0 0.0% Q2 2026 Jul 06, 2026
Apollon Financial, LLC History No change 58,806 44,039 5.2% 5.2% 753 0 0.0% Q2 2026 Jul 22, 2026
Bellwether Advisors, LLC History No change 58,738 43,988 6.52% 6.52% 754 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 58,707 43,965 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 56,833 43,525 4.06% 4.08% 756 -4,639 -7.55% Q3 2026 Oct 01, 2026
Aurdan Capital Management, LLC History No change 57,573 43,115 10.94% 10.94% 757 0 0.0% Q2 2026 Jul 15, 2026
PACK Private Wealth, LLC History No change 57,560 43,106 17.85% 17.85% 758 0 0.0% Q2 2026 Aug 12, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 57,462 43,032 5.29% 5.29% 759 0 0.0% Q2 2026 Aug 13, 2026
ENZI WEALTH History No change 56,898 42,964 13.61% 13.61% 760 0 0.0% Q2 2026 Jul 15, 2026
FSA WEALTH PARTNERS, INC. History No change 57,199 42,836 10.73% 10.73% 761 0 0.0% Q2 2026 Aug 03, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 57,167 42,811 2.51% 2.51% 762 0 0.0% Q2 2026 Jul 21, 2026
Advanced Asset Management Advisors Inc History No change 57,000 42,686 11.23% 11.23% 763 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Wealth, LLC History No change 56,970 42,664 0.43% 0.43% 764 0 0.0% Q2 2026 Aug 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 56,870 42,589 4.26% 4.26% 765 0 0.0% Q2 2026 Jul 13, 2026
Mayflower Financial Advisors, LLC History No change 56,689 42,453 3.67% 3.67% 766 0 0.0% Q2 2026 Jul 09, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 55,415 42,439 11.36% 9.99% 767 +305 0.55% Q3 2026 Oct 09, 2026
Lantz Financial LLC History No change 56,577 42,369 7.76% 7.76% 768 0 0.0% Q2 2026 Jul 09, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 56,544 42,345 3.28% 3.28% 769 0 0.0% Q2 2026 Jul 16, 2026
Atwater Malick LLC History No change 56,128 42,033 9.16% 9.16% 770 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 56,044 41,970 1.22% 1.22% 771 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 56,037 41,965 3.45% 3.45% 772 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 55,963 41,910 3.04% 3.04% 773 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 55,958 41,906 1.83% 1.83% 774 0 0.0% Q2 2026 Aug 14, 2026
New Insight Wealth Advisors History No change 55,827 41,808 12.33% 12.33% 775 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA INVESTMENTS, LP History No change 55,800 41,788 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 55,728 41,745 1.91% 1.91% 777 0 0.0% Q2 2026 Aug 20, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 55,740 41,743 4.95% 4.95% 778 0 0.0% Q2 2026 Aug 05, 2026
Gradient Investments LLC History Reduced 54,326 41,605 0.59% 0.61% 779 -4,364 -7.44% Q3 2026 Oct 08, 2026
GERMAN AMERICAN BANCORP, INC. History No change 55,199 41,337 3.11% 3.11% 780 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 62,839 41,047 1.14% 1.14% 781 0 0.0% Q2 2026 Aug 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 54,793 41,034 7.83% 7.83% 782 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 54,793 41,034 7.82% 7.82% 783 0 0.0% Q2 2026 Aug 14, 2026
CHEMUNG CANAL TRUST CO History No change 54,733 40,988 7.57% 7.57% 784 0 0.0% Q2 2026 Jul 15, 2026
Curry Webb Wealth Management LLC History No change 54,448 40,775 16.89% 16.89% 785 0 0.0% Q2 2026 Aug 13, 2026
SWS Partners History No change 54,398 40,737 8.8% 8.8% 786 0 0.0% Q2 2026 Aug 03, 2026
Integris Wealth Management, LLC History No change 54,302 40,666 8.21% 8.21% 787 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 54,261 40,635 0.73% 0.73% 788 0 0.0% Q2 2026 Jul 20, 2026
SEI INVESTMENTS CO History No change 54,251 40,627 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 54,068 40,491 0.28% 0.28% 790 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 53,988 40,431 9.78% 9.78% 791 0 0.0% Q2 2026 Aug 14, 2026
SACHEM HILL LLC History No change 53,908 40,371 7.18% 7.18% 792 0 0.0% Q2 2026 Aug 10, 2026
Orin Green Financial, LLC History No change 53,825 40,309 14.87% 14.87% 793 0 0.0% Q2 2026 Jul 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 53,705 40,219 3.95% 3.95% 794 0 0.0% Q2 2026 Jul 28, 2026
Landing Point Financial Group, LLC History No change 53,356 39,957 13.58% 13.58% 795 0 0.0% Q2 2026 Aug 06, 2026
VeraBank, N.A. History No change 53,310 39,923 6.61% 6.61% 796 0 0.0% Q2 2026 Aug 05, 2026
Atlas Legacy Advisors, LLC History No change 53,317 39,885 5.89% 5.89% 797 0 0.0% Q2 2026 Jul 31, 2026
Boulder Wealth Advisors, LLC History No change 53,251 39,878 14.54% 14.54% 798 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL PLANNING, INC History No change 53,211 39,849 13.53% 13.53% 799 0 0.0% Q2 2026 Aug 06, 2026
Kilter Group LLC History No change 52,932 39,640 14.36% 14.36% 800 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 52,676 39,448 2.35% 2.35% 801 0 0.0% Q2 2026 Aug 05, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 52,589 39,384 25.2% 25.2% 802 0 0.0% Q2 2026 Aug 04, 2026
Bay Harbor Wealth Management, LLC History No change 52,477 39,299 9.06% 9.06% 803 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 52,451 39,280 0.18% 0.18% 804 0 0.0% Q2 2026 Aug 13, 2026
Gradient Capital Advisors, LLC History No change 52,370 39,219 9.08% 9.08% 805 0 0.0% Q2 2026 Jul 13, 2026
Lee, Kelleher & Klein Wealth Management History Added to 50,890 38,973 20.05% 19.31% 806 +1,590 3.23% Q3 2026 Oct 08, 2026
Integrated Capital Management, LLC History No change 52,033 38,967 14.04% 14.04% 807 0 0.0% Q2 2026 Jul 31, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 51,958 38,910 2.53% 2.53% 808 0 0.0% Q2 2026 Jul 28, 2026
a16z Perennial Management, L.P. History No change 51,895 38,863 3.14% 3.14% 809 0 0.0% Q2 2026 Jul 24, 2026
NOTTINGHAM ADVISORS, INC. History No change 52,107 38,838 4.64% 4.64% 810 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 51,860 38,837 0.72% 0.72% 811 0 0.0% Q2 2026 Aug 11, 2026
Voya Financial Advisors, Inc. History No change 52,167 38,821 3.42% 3.42% 812 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 51,660 38,687 0.08% 0.08% 813 0 0.0% Q2 2026 Aug 14, 2026
Ballew Advisors, Inc History Reduced 49,824 38,518 19.14% 19.71% 814 -1,132 -2.22% Q3 2026 Oct 05, 2026
NorthLanding Financial Partners, LLC History No change 51,124 38,286 26.49% 26.49% 815 0 0.0% Q2 2026 Jul 23, 2026
CBIZ Investment Advisory Services, LLC History No change 58,356 38,200 1.4% 1.4% 816 0 0.0% Q2 2026 Aug 13, 2026
DURANTE & WATERS, LLC History No change 51,003 38,195 25.03% 25.03% 817 0 0.0% Q2 2026 Aug 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 50,970 38,170 0.5% 0.5% 818 0 0.0% Q2 2026 Jul 15, 2026
SFMG, LLC History No change 50,917 38,131 2.3% 2.3% 819 0 0.0% Q2 2026 Aug 13, 2026
Tandem Financial, LLC History No change 50,823 38,061 11.45% 11.45% 820 0 0.0% Q2 2026 Aug 13, 2026
HCR Wealth Advisors History No change 50,622 37,910 3.39% 3.39% 821 0 0.0% Q2 2026 Jul 13, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 50,540 37,849 3.52% 3.52% 822 0 0.0% Q2 2026 Jul 09, 2026
RiverGlades Family Offices LLC History No change 50,248 37,630 17.26% 17.26% 823 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 50,090 37,581 0.34% 0.34% 824 0 0.0% Q2 2026 Jul 24, 2026
Clear Creek Financial Management, LLC History No change 50,170 37,571 2.42% 2.42% 825 0 0.0% Q2 2026 Jul 27, 2026
VERUS CAPITAL PARTNERS, LLC History No change 50,005 37,448 2.03% 2.03% 826 0 0.0% Q2 2026 Aug 06, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 48,742 37,329 24.95% 24.63% 827 -173 -0.35% Q3 2026 Oct 09, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 49,781 37,280 2.2% 2.2% 828 0 0.0% Q2 2026 Aug 10, 2026
OKABENA INVESTMENT SERVICES INC History No change 49,762 37,266 6.65% 6.65% 829 0 0.0% Q2 2026 Aug 04, 2026
Commonwealth Financial Services, LLC History No change 49,171 36,823 4.95% 4.95% 830 0 0.0% Q2 2026 Jul 15, 2026
Cascade Financial Partners, LLC History No change 49,031 36,718 3.19% 3.19% 831 0 0.0% Q2 2026 Aug 04, 2026
Flagship Private Wealth, LLC History No change 48,888 36,611 12.94% 12.94% 832 0 0.0% Q2 2026 Aug 04, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 48,512 36,330 12.05% 12.05% 833 0 0.0% Q2 2026 Jul 22, 2026
E Fund Management Co., Ltd. History No change 48,512 36,330 0.82% 0.82% 834 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 48,474 36,301 0.16% 0.16% 835 0 0.0% Q2 2026 Aug 13, 2026
Carbahal Olsen Financial Services Group, LLC History No change 48,420 36,261 25.17% 25.17% 836 0 0.0% Q2 2026 Aug 14, 2026
Sonoma Allocations LLC History No change 48,165 36,241 11.26% 11.26% 837 0 0.0% Q2 2026 Jul 08, 2026
J.E. Simmons & Co., P.C. History No change 48,342 36,202 20.4% 20.4% 838 0 0.0% Q2 2026 Jul 15, 2026
MIDDLETON & CO INC/MA History No change 48,302 36,173 3.84% 3.84% 839 0 0.0% Q2 2026 Aug 10, 2026
SVB WEALTH LLC History No change 48,109 36,028 2.27% 2.27% 840 0 0.0% Q2 2026 Jul 17, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 54,870 35,841 6.17% 6.17% 841 0 0.0% Q2 2026 Aug 03, 2026
BridgePort Financial Solutions, LLC History No change 47,849 35,833 9.12% 9.12% 842 0 0.0% Q2 2026 Jul 24, 2026
Belpointe Asset Management LLC History No change 47,706 35,727 1.17% 1.17% 843 0 0.0% Q2 2026 Jul 31, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 47,688 35,712 4.35% 4.35% 844 0 0.0% Q2 2026 Jul 27, 2026
Client First Capital LLC History No change 47,651 35,685 14.21% 14.21% 845 0 0.0% Q2 2026 Jul 10, 2026
Wick Capital Partners, LLC History No change 47,606 35,651 5.38% 5.38% 846 0 0.0% Q2 2026 Aug 14, 2026
Verus Financial Partners, Inc. History No change 47,569 35,624 3.05% 3.05% 847 0 0.0% Q2 2026 Jul 21, 2026
DAGCO, INC. History No change 47,303 35,425 6.55% 6.55% 848 0 0.0% Q2 2026 Jul 10, 2026
Community Bank, N.A. History No change 47,247 35,382 3.82% 3.82% 849 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 47,211 35,355 3.7% 3.7% 850 0 0.0% Q2 2026 Aug 04, 2026
SWP FINANCIAL LLC History No change 47,201 35,348 16.35% 16.35% 851 0 0.0% Q2 2026 Jul 24, 2026
BIP Wealth, LLC History No change 47,085 35,261 1.0% 1.0% 852 0 0.0% Q2 2026 Aug 03, 2026
Zurich Insurance Group Ltd/FI History No change 47,060 35,242 0.24% 0.24% 853 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 45,789 35,067 9.42% 10.71% 854 -8,772 -16.08% Q3 2026 Oct 02, 2026
MERIDIAN MANAGEMENT CO History No change 46,777 35,030 7.86% 7.86% 855 0 0.0% Q2 2026 Aug 04, 2026
Altus Wealth Group LLC History No change 46,761 35,018 12.65% 12.65% 856 0 0.0% Q2 2026 Jul 17, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 46,506 34,827 8.82% 8.82% 857 0 0.0% Q2 2026 Jul 23, 2026
Silverleafe Capital Partners, LLC History Reduced 45,432 34,794 9.9% 9.29% 858 -57 -0.13% Q3 2026 Oct 02, 2026
CIBC Asset Management Inc History No change 46,437 34,776 0.08% 0.08% 859 0 0.0% Q2 2026 Aug 03, 2026
Nadler Financial Group, Inc. History No change 46,348 34,709 2.94% 2.94% 860 0 0.0% Q2 2026 Jul 29, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 45,306 34,697 10.08% 9.82% 861 +139 0.31% Q3 2026 Oct 05, 2026
Soltis Investment Advisors LLC History No change 46,281 34,659 1.93% 1.93% 862 0 0.0% Q2 2026 Jul 31, 2026
SCOTIA CAPITAL INC. History No change 46,264 34,653 0.13% 0.13% 863 0 0.0% Q2 2026 Aug 11, 2026
TENET WEALTH PARTNERS, LLC History No change 46,469 34,505 25.66% 25.66% 864 0 0.0% Q2 2026 Aug 07, 2026
Matrix Trust Co History Reduced 44,797 34,308 4.99% 4.87% 865 -10 -0.02% Q3 2026 Oct 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 45,752 34,263 7.76% 7.76% 866 0 0.0% Q2 2026 Aug 13, 2026
Bedminster, LLC History No change 45,741 34,254 29.26% 29.26% 867 0 0.0% Q2 2026 Aug 04, 2026
Adaptive Financial Consulting, LLC History No change 45,690 34,216 11.98% 11.98% 868 0 0.0% Q2 2026 Aug 07, 2026
Ground Swell Capital, LLC History No change 45,595 34,145 36.88% 36.88% 869 0 0.0% Q2 2026 Aug 05, 2026
IFS Advisors, LLC History No change 45,588 34,140 16.35% 16.35% 870 0 0.0% Q2 2026 Aug 10, 2026
WESTWOOD HOLDINGS GROUP INC History No change 45,543 34,106 0.26% 0.26% 871 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 45,451 34,037 4.85% 4.85% 872 0 0.0% Q2 2026 Aug 03, 2026
ADAPT WEALTH ADVISORS, LLC History No change 45,363 33,971 11.11% 11.11% 873 0 0.0% Q2 2026 Aug 12, 2026
JHP Wealth Management, LLC History No change 45,091 33,768 27.66% 27.66% 874 0 0.0% Q2 2026 Jul 30, 2026
Venture Visionary Partners LLC History Added to 44,046 33,733 0.88% 0.59% 875 +15,889 56.43% Q3 2026 Oct 07, 2026
Meridian Wealth Management, LLC History No change 45,063 33,697 1.04% 1.04% 876 0 0.0% Q2 2026 Aug 05, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 43,985 33,685 2.78% 2.73% 877 0 0.0% Q3 2026 Oct 06, 2026
Sandy Cove Advisors, LLC History No change 44,954 33,666 8.42% 8.42% 878 0 0.0% Q2 2026 Jul 07, 2026
Capital Group Private Client Services, Inc. History No change 44,785 33,538 0.47% 0.47% 879 0 0.0% Q2 2026 Aug 12, 2026
Yukon Wealth Management, Inc. History No change 44,495 33,322 9.54% 9.54% 880 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 44,459 33,295 0.53% 0.53% 881 0 0.0% Q2 2026 Jul 17, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 44,445 33,284 27.29% 27.29% 882 0 0.0% Q2 2026 Jul 23, 2026
Custos Family Office, LLC History No change 44,434 33,276 19.94% 19.94% 883 0 0.0% Q2 2026 Aug 19, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 44,286 33,165 4.34% 4.34% 884 0 0.0% Q2 2026 Aug 11, 2026
Fairman Group, LLC History No change 44,116 33,038 25.95% 25.95% 885 0 0.0% Q2 2026 Aug 04, 2026
Cobblestone Asset Management LLC History No change 43,966 32,925 13.73% 13.73% 886 0 0.0% Q2 2026 Jul 21, 2026
Financial Life Planners History No change 43,893 32,870 21.12% 21.12% 887 0 0.0% Q2 2026 Jul 21, 2026
Sunbeam Capital Management, LLC History No change 43,792 32,795 14.99% 14.99% 888 0 0.0% Q2 2026 Jul 14, 2026
Elk River Wealth Management LLC History No change 43,782 32,788 5.22% 5.22% 889 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Management, LLC History No change 43,751 32,764 11.2% 11.2% 890 0 0.0% Q2 2026 Jul 07, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 43,658 32,695 2.02% 2.02% 891 0 0.0% Q2 2026 Jul 23, 2026
Buska Wealth Management, LLC History Reduced 42,664 32,674 11.25% 13.14% 892 -5,978 -12.29% Q3 2026 Oct 07, 2026
Compass Financial Group, Inc. History No change 43,571 32,629 13.78% 13.78% 893 0 0.0% Q2 2026 Aug 04, 2026
Verger Capital Management LLC History No change 43,418 32,515 9.53% 9.53% 894 0 0.0% Q2 2026 Jul 28, 2026
Shared Vision Wealth Group LLC History No change 43,407 32,506 11.18% 11.18% 895 0 0.0% Q2 2026 Jul 31, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 43,318 32,440 3.23% 3.23% 896 0 0.0% Q2 2026 Jul 22, 2026
Grove Bank & Trust History Reduced 42,281 32,380 3.22% 3.27% 897 -1,789 -4.06% Q3 2026 Oct 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 42,877 32,110 0.26% 0.26% 898 0 0.0% Q2 2026 Sep 23, 2026
Abound Wealth Management History No change 42,783 32,039 6.36% 6.36% 899 0 0.0% Q2 2026 Jul 10, 2026
Fairvoy Private Wealth, LLC History No change 42,767 32,027 6.47% 6.47% 900 0 0.0% Q2 2026 Jul 17, 2026
Nuveen, LLC History No change 42,611 31,911 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 11, 2026
EQ LLC History No change 42,556 31,869 7.83% 7.83% 902 0 0.0% Q2 2026 Jul 23, 2026
CenturyLink Investment Management Co History No change 42,527 31,848 24.69% 24.69% 903 0 0.0% Q2 2026 Jul 06, 2026
First National Bank of Hutchinson History No change 42,374 31,733 17.42% 17.42% 904 0 0.0% Q2 2026 Aug 03, 2026
Shelter Mutual Insurance Co History No change 42,264 31,651 6.69% 6.69% 905 0 0.0% Q2 2026 Aug 11, 2026
CacheTech Inc. History No change 42,265 31,651 5.13% 5.13% 906 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 42,201 31,603 1.03% 1.03% 907 0 0.0% Q2 2026 Aug 14, 2026
Eley Financial Management, Inc History No change 42,102 31,529 10.21% 10.21% 908 0 0.0% Q2 2026 Aug 11, 2026
CFS Investment Advisory Services, LLC History No change 42,125 31,527 2.1% 2.1% 909 0 0.0% Q2 2026 Jul 16, 2026
Advus Financial Partners, LLC History No change 42,067 31,503 8.98% 8.98% 910 0 0.0% Q2 2026 Oct 02, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 42,053 31,492 6.29% 6.29% 911 0 0.0% Q2 2026 Jul 22, 2026
Alpine Bank Wealth Management History No change 42,013 31,463 4.04% 4.04% 912 0 0.0% Q2 2026 Aug 07, 2026
Intrepid Financial Planning Group LLC History No change 41,826 31,323 10.65% 10.65% 913 0 0.0% Q2 2026 Aug 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 41,750 31,266 1.76% 1.76% 914 0 0.0% Q2 2026 Aug 05, 2026
Legacy Trust History No change 41,688 31,219 5.52% 5.52% 915 0 0.0% Q2 2026 Jul 31, 2026
KEYVANTAGE WEALTH, LLC History No change 41,661 31,199 11.8% 11.8% 916 0 0.0% Q2 2026 Aug 11, 2026
AtlasMark Financial, Inc History No change 41,428 31,024 15.27% 15.27% 917 0 0.0% Q2 2026 Aug 17, 2026
Sanchez Wealth Management Group History No change 41,374 30,984 5.43% 5.43% 918 0 0.0% Q2 2026 Jul 27, 2026
Keystone Wealth Services, LLC History No change 41,372 30,983 5.75% 5.75% 919 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 41,363 30,976 1.54% 1.54% 920 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 41,256 30,896 12.9% 12.9% 921 0 0.0% Q2 2026 Jul 14, 2026
Traveka Wealth, LLC History No change 41,237 30,881 10.27% 10.27% 922 0 0.0% Q2 2026 Jul 21, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 41,085 30,768 3.56% 3.56% 923 0 0.0% Q2 2026 Aug 14, 2026
WealthPLAN Partners, LLC History No change 41,056 30,746 5.88% 5.88% 924 0 0.0% Q2 2026 Jul 28, 2026
Adams Wealth Management History No change 41,055 30,745 5.89% 5.89% 925 0 0.0% Q2 2026 Aug 10, 2026
Destiny Capital Corp/CO History No change 41,038 30,733 14.29% 14.29% 926 0 0.0% Q2 2026 Aug 10, 2026
MIRAMONTES CAPITAL, LLC History No change 40,910 30,637 9.54% 9.54% 927 0 0.0% Q2 2026 Sep 09, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 40,890 30,622 4.03% 4.03% 928 0 0.0% Q2 2026 Aug 06, 2026
Vivid Wealth Management, LLC History No change 40,799 30,553 10.75% 10.75% 929 0 0.0% Q2 2026 Jul 28, 2026
Birch Hill Investment Advisors LLC History No change 40,764 30,527 1.24% 1.24% 930 0 0.0% Q2 2026 Jul 21, 2026
Sage Advisory Services, Ltd.Co. History No change 40,668 30,456 14.98% 14.98% 931 0 0.0% Q2 2026 Jul 22, 2026
PFG Private Wealth Management, LLC History No change 40,575 30,385 13.17% 13.17% 932 0 0.0% Q2 2026 Jul 23, 2026
Aspen Grove Capital, LLC History No change 40,563 30,378 4.37% 4.37% 933 0 0.0% Q2 2026 Aug 14, 2026
Stephenson & Company, Inc. History No change 40,539 30,359 14.22% 14.22% 934 0 0.0% Q2 2026 Jul 28, 2026
Hubbell Strickland Wealth Management, LLC History No change 40,531 30,353 10.95% 10.95% 935 0 0.0% Q2 2026 Jul 29, 2026
MOLLER WEALTH PARTNERS History No change 40,463 30,302 5.48% 5.48% 936 0 0.0% Q2 2026 Jul 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 40,432 30,279 3.12% 3.12% 937 0 0.0% Q2 2026 Jul 27, 2026
Gimbal Financial History No change 40,370 30,232 18.58% 18.58% 938 0 0.0% Q2 2026 Aug 04, 2026
STEVENS CAPITAL PARTNERS History No change 40,339 30,209 5.74% 5.74% 939 0 0.0% Q2 2026 Aug 07, 2026
VESTOR CAPITAL, LLC History No change 290,584 30,186 1.89% 1.89% 940 0 0.0% Q2 2026 Jul 28, 2026
Town Capital LLC History No change 40,241 30,136 19.11% 19.11% 941 0 0.0% Q2 2026 Jul 27, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 40,140 30,060 8.47% 8.47% 942 0 0.0% Q2 2026 Jul 24, 2026
Powerhouse Assets LLC History No change 40,136 30,057 24.47% 24.47% 943 0 0.0% Q2 2026 Jul 23, 2026
William Howard & Co Financial Advisors Inc History No change 40,126 30,049 23.37% 23.37% 944 0 0.0% Q2 2026 Jul 09, 2026
TBH Global Asset Management, LLC History No change 40,073 30,010 5.5% 5.5% 945 0 0.0% Q2 2026 Aug 05, 2026
JMG Financial Group, Ltd. History No change 39,892 29,875 0.72% 0.72% 946 0 0.0% Q2 2026 Jul 31, 2026
Townsend Financial Planning, LLC History No change 39,864 29,854 26.02% 26.02% 947 0 0.0% Q2 2026 Aug 06, 2026
WHI TRUST Co LLC History No change 39,791 29,799 19.26% 19.26% 948 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 39,635 29,682 3.93% 3.93% 949 0 0.0% Q2 2026 Aug 04, 2026
Riverpoint Wealth Management Holdings, LLC History No change 39,545 29,614 5.44% 5.44% 950 0 0.0% Q2 2026 Jul 27, 2026
NICOLET BANKSHARES INC History No change 39,364 29,578 0.94% 0.94% 951 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 39,462 29,553 10.81% 10.81% 952 0 0.0% Q2 2026 Jul 27, 2026
Eldridge Investment Advisors, Inc. History No change 39,389 29,497 5.84% 5.84% 953 0 0.0% Q2 2026 Aug 10, 2026
RHUMBLINE ADVISERS History No change 39,385 29,495 0.02% 0.02% 954 0 0.0% Q2 2026 Aug 11, 2026
Gerber Kawasaki Wealth & Investment Management History No change 39,310 29,439 0.79% 0.79% 955 0 0.0% Q2 2026 Aug 07, 2026
Human Investing LLC History No change 39,270 29,409 3.81% 3.81% 956 0 0.0% Q2 2026 Jul 21, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 39,256 29,398 32.44% 32.44% 957 0 0.0% Q2 2026 Aug 10, 2026
Richwood Investment Advisors, LLC History No change 39,165 29,330 20.63% 20.63% 958 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 39,149 29,318 0.36% 0.36% 959 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 39,082 29,268 0.64% 0.64% 960 0 0.0% Q2 2026 Jul 17, 2026
Legacy Advisors, LLC History No change 39,008 29,212 2.73% 2.73% 961 0 0.0% Q2 2026 Jul 24, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 38,892 29,125 1.08% 1.08% 962 0 0.0% Q2 2026 Jul 08, 2026
Summit Trail Advisors, LLC History No change 38,885 29,120 0.37% 0.37% 963 0 0.0% Q2 2026 Aug 11, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 38,830 29,079 21.72% 21.72% 964 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 38,675 28,963 0.39% 0.39% 965 0 0.0% Q2 2026 Jul 23, 2026
Park Place Capital Corp History No change 38,598 28,909 4.59% 4.59% 966 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 38,540 28,859 6.6% 6.6% 967 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 44,109 28,817 3.6% 3.6% 968 0 0.0% Q2 2026 Aug 05, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 38,431 28,781 12.93% 12.93% 969 0 0.0% Q2 2026 Jul 09, 2026
CATALYST PRIVATE WEALTH, LLC History No change 38,317 28,695 13.86% 13.86% 970 0 0.0% Q2 2026 Jul 21, 2026
GenWealth Group, Inc. History No change 38,119 28,547 4.45% 4.45% 971 0 0.0% Q2 2026 Jul 10, 2026
VERITY Wealth Advisors History No change 37,776 28,289 17.09% 17.09% 972 0 0.0% Q2 2026 Jul 16, 2026
DeDora Capital, Inc. History No change 37,632 28,182 6.13% 6.13% 973 0 0.0% Q2 2026 Jul 13, 2026
Parcion Private Wealth LLC History No change 1,164,982 28,105 1.56% 1.56% 974 0 0.0% Q2 2026 Jul 27, 2026
Van Hulzen Asset Management, LLC History No change 37,516 28,095 2.0% 2.0% 975 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 37,445 28,042 2.04% 2.04% 976 0 0.0% Q2 2026 Jul 24, 2026
American Wealth Advisors, LLC History No change 37,435 28,034 26.31% 26.31% 977 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 37,139 27,812 2.75% 2.75% 978 0 0.0% Q2 2026 Aug 06, 2026
MEMBERS WEALTH LLC History No change 36,972 27,687 15.18% 15.18% 979 0 0.0% Q2 2026 Jul 09, 2026
LiftPoint Family Wealth Advisors LLC History No change 36,952 27,673 18.75% 18.75% 980 0 0.0% Q2 2026 Aug 05, 2026
One Wealth Advisors, LLC History No change 36,862 27,605 3.05% 3.05% 981 0 0.0% Q2 2026 Aug 06, 2026
Cynosure Group, LLC History No change 36,843 27,591 4.15% 4.15% 982 0 0.0% Q2 2026 Aug 05, 2026
Wealth Dimensions Group, Ltd. History No change 36,763 27,531 4.93% 4.93% 983 0 0.0% Q2 2026 Jul 22, 2026
Madison Wealth Partners, Inc History No change 36,658 27,452 3.49% 3.49% 984 0 0.0% Q2 2026 Aug 12, 2026
Investment Advisory Services Group LLC History No change 36,617 27,421 20.07% 20.07% 985 0 0.0% Q2 2026 Jul 29, 2026
Ducere Wealth Management LLC History No change 36,527 27,354 8.23% 8.23% 986 0 0.0% Q2 2026 Jul 28, 2026
Gilbert Capital Group, Inc. History No change 36,512 27,343 19.15% 19.15% 987 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 36,481 27,319 2.47% 2.47% 988 0 0.0% Q2 2026 Aug 07, 2026
Nova R Wealth, Inc. History No change 36,391 27,252 7.95% 7.95% 989 0 0.0% Q2 2026 Jul 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 36,368 27,235 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 14, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 36,359 27,228 4.85% 4.85% 991 0 0.0% Q2 2026 Jul 21, 2026
Diversified Portfolios, Inc. History No change 36,087 27,025 1.96% 1.96% 992 0 0.0% Q2 2026 Aug 04, 2026
Ascent Group, LLC History No change 36,084 27,023 0.81% 0.81% 993 0 0.0% Q2 2026 Aug 03, 2026
BFSG, LLC History No change 36,072 27,013 2.39% 2.39% 994 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 35,960 26,929 3.41% 3.41% 995 0 0.0% Q2 2026 Aug 11, 2026
Saiph Capital, LLC History No change 35,828 26,830 8.03% 8.03% 996 0 0.0% Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 35,809 26,817 1.68% 1.68% 997 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 35,740 26,766 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 14, 2026
TAGStone Capital, Inc. History No change 35,624 26,678 8.48% 8.48% 999 0 0.0% Q2 2026 Aug 11, 2026
Orion Capital Management LLC History No change 35,555 26,626 8.23% 8.23% 1000 0 0.0% Q2 2026 Aug 17, 2026
Fusion Family Wealth, LLC History No change 35,533 26,609 1.77% 1.77% 1001 0 0.0% Q2 2026 Aug 07, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 35,526 26,604 6.47% 6.47% 1002 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 35,502 26,587 0.69% 0.69% 1003 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Reduced 34,570 26,476 0.72% 0.76% 1004 -712 -2.02% Q3 2026 Oct 02, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 35,233 26,385 13.05% 13.05% 1005 0 0.0% Q2 2026 Aug 13, 2026
Congress Park Capital LLC History No change 35,213 26,370 7.12% 7.12% 1006 0 0.0% Q2 2026 Jul 14, 2026
Charles Schwab Trust Co History No change 34,973 26,190 1.46% 1.46% 1007 0 0.0% Q2 2026 Jul 10, 2026
Providence Financial Advisors, LLC History No change 34,810 26,069 14.83% 14.83% 1008 0 0.0% Q2 2026 Jul 31, 2026
Walkner Condon Financial Advisors LLC History No change 34,743 26,018 2.99% 2.99% 1009 0 0.0% Q2 2026 Jul 27, 2026
ARVEST INVESTMENTS, INC. History No change 34,720 26,001 3.15% 3.15% 1010 0 0.0% Q2 2026 Jul 17, 2026
Churchill Financial Advisors, LLC History No change 34,653 25,951 5.0% 5.0% 1011 0 0.0% Q2 2026 Jul 15, 2026
Willis Johnson & Associates, Inc. History No change 34,525 25,855 1.44% 1.44% 1012 0 0.0% Q2 2026 Aug 13, 2026
Oak Barrel Wealth Advisory LLC History No change 34,503 25,838 11.41% 11.41% 1013 0 0.0% Q2 2026 Aug 07, 2026
Williams Financial, LLC History No change 34,425 25,780 13.32% 13.32% 1014 0 0.0% Q2 2026 Jul 21, 2026
Emergent Wealth Advisors, LLC History Reduced 33,622 25,749 13.47% 13.8% 1015 -2,170 -6.06% Q3 2026 Oct 08, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 34,306 25,691 0.36% 0.36% 1016 0 0.0% Q2 2026 Aug 14, 2026
Tepp RIA, LLC History No change 34,303 25,689 17.42% 17.42% 1017 0 0.0% Q2 2026 Jul 28, 2026
4J Wealth Management LLC History No change 34,280 25,671 12.59% 12.59% 1018 0 0.0% Q2 2026 Jul 21, 2026
Grey Ledge Advisors, LLC History No change 34,273 25,666 5.16% 5.16% 1019 0 0.0% Q2 2026 Jul 27, 2026
EVERPAR ADVISORS LLC History No change 34,120 25,552 7.27% 7.27% 1020 0 0.0% Q2 2026 Jul 09, 2026
Acumen Wealth Advisors, LLC History No change 33,792 25,306 5.36% 5.36% 1021 0 0.0% Q2 2026 Aug 03, 2026
McAdam, LLC History No change 33,698 25,236 0.97% 0.97% 1022 0 0.0% Q2 2026 Aug 04, 2026
Sageworth Trust Co History No change 33,684 25,225 0.99% 0.99% 1023 0 0.0% Q2 2026 Jul 28, 2026
Fort Point Capital Partners LLC History No change 33,654 25,203 1.75% 1.75% 1024 0 0.0% Q2 2026 Aug 14, 2026
Vericrest Private Wealth History No change 33,557 25,130 22.36% 22.36% 1025 0 0.0% Q2 2026 Jul 28, 2026
YHB Investment Advisors, Inc. History Added to 32,743 25,076 1.58% 1.48% 1026 +1,880 6.09% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Added to 32,685 25,031 2.67% 2.1% 1027 +7,500 29.78% Q3 2026 Oct 07, 2026
Chesley Taft & Associates LLC History No change 33,396 25,009 0.97% 0.97% 1028 0 0.0% Q2 2026 Jul 08, 2026
Headland Capital, LLC History No change 33,358 24,981 6.16% 6.16% 1029 0 0.0% Q2 2026 Jul 29, 2026
Layline Advisors, LLC History No change 33,139 24,817 22.26% 22.26% 1030 0 0.0% Q2 2026 Aug 20, 2026
SBI Securities Co., Ltd. History No change 33,139 24,817 0.56% 0.56% 1031 0 0.0% Q2 2026 Jul 22, 2026
Merited Wealth, LLC History No change 33,023 24,730 17.49% 17.49% 1032 0 0.0% Q2 2026 Aug 14, 2026
INSIGHT 2811, INC. History No change 33,016 24,725 9.56% 9.56% 1033 0 0.0% Q2 2026 Aug 11, 2026
LYNCH & ASSOCIATES/IN History No change 32,887 24,629 4.3% 4.3% 1034 0 0.0% Q2 2026 Jul 13, 2026
Cypress Capital Group History No change 32,745 24,522 2.29% 2.29% 1035 0 0.0% Q2 2026 Aug 05, 2026
Ameliora Wealth Management Ltd. History No change 32,682 24,475 7.27% 7.27% 1036 0 0.0% Q2 2026 Jul 24, 2026
PACIFIC FINANCIAL GROUP INC History No change 32,680 24,473 11.73% 11.73% 1037 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 32,486 24,328 1.63% 1.63% 1038 0 0.0% Q2 2026 Aug 05, 2026
Northwest Bancshares, Inc. History No change 32,477 24,321 4.38% 4.38% 1039 0 0.0% Q2 2026 Aug 14, 2026
Rose Capital Advisors LLC History No change 32,464 24,311 12.19% 12.19% 1040 0 0.0% Q2 2026 Aug 07, 2026
Bank of New Hampshire History Added to 31,620 24,216 5.23% 4.86% 1041 +532 1.71% Q3 2026 Oct 06, 2026
Aspen Wealth Strategies, LLC History No change 32,300 24,189 11.7% 11.7% 1042 0 0.0% Q2 2026 Aug 07, 2026
ADE, LLC History No change 32,297 24,187 10.22% 10.22% 1043 0 0.0% Q2 2026 Aug 04, 2026
FLAGSTAR SECURITIES, INC History No change 32,275 24,171 7.3% 7.3% 1044 0 0.0% Q2 2026 Jul 15, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 31,186 24,109 6.92% 6.92% 1045 -281 -0.89% Q3 2026 Oct 09, 2026
Fidelis Wealth Advisors LLC History No change 32,248 24,099 36.09% 36.09% 1046 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 32,139 24,068 0.98% 0.98% 1047 0 0.0% Q2 2026 Aug 10, 2026
Astra Wealth Partners LLC History No change 32,086 24,028 12.78% 12.78% 1048 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 32,068 24,015 0.38% 0.38% 1049 0 0.0% Q2 2026 Aug 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 32,056 24,006 0.43% 0.43% 1050 0 0.0% Q2 2026 Jul 14, 2026
Polaris Investment Advisors, LLC History No change 32,049 24,001 15.37% 15.37% 1051 0 0.0% Q2 2026 Jul 09, 2026
Kingsview Wealth Management, LLC History No change 31,945 23,923 0.29% 0.29% 1052 0 0.0% Q2 2026 Aug 18, 2026
Summit Asset Management, LLC History No change 31,893 23,884 3.06% 3.06% 1053 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 31,893 23,884 0.91% 0.91% 1054 0 0.0% Q2 2026 Jul 22, 2026
Harbor Group, Inc. History No change 31,818 23,828 2.8% 2.8% 1055 0 0.0% Q2 2026 Jul 22, 2026
Foundry Financial Group, Inc. History No change 31,807 23,820 10.3% 10.3% 1056 0 0.0% Q2 2026 Jul 22, 2026
Sherman Asset Management, Inc. History No change 31,761 23,786 18.46% 18.46% 1057 0 0.0% Q2 2026 Aug 05, 2026
Treasurer of the State of North Carolina History No change 31,719 23,754 0.06% 0.06% 1058 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History Added to 31,007 23,746 12.55% 12.53% 1059 +646 2.13% Q3 2026 Oct 07, 2026
KLINGENSTEIN FIELDS & CO LP History No change 31,623 23,682 0.83% 0.83% 1060 0 0.0% Q2 2026 Aug 05, 2026
Caldwell Trust Co History No change 31,504 23,593 1.91% 1.91% 1061 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 31,461 23,560 2.42% 2.42% 1062 0 0.0% Q2 2026 Jul 16, 2026
SAX WEALTH ADVISORS, LLC History No change 35,996 23,513 0.96% 0.96% 1063 0 0.0% Q2 2026 Jul 09, 2026
CRA Financial Services, LLC History No change 31,388 23,506 2.71% 2.71% 1064 0 0.0% Q2 2026 Jul 24, 2026
Certified Advisory Corp History No change 31,376 23,496 1.89% 1.89% 1065 0 0.0% Q2 2026 Jul 16, 2026
Holland Advisory Services, Inc. History No change 31,353 23,479 25.93% 25.93% 1066 0 0.0% Q2 2026 Jul 13, 2026
MYCIO WEALTH PARTNERS, LLC History No change 31,261 23,411 4.38% 4.38% 1067 0 0.0% Q2 2026 Aug 12, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 31,260 23,410 14.25% 14.25% 1068 0 0.0% Q2 2026 Aug 06, 2026
ArborFi Advisors, LLC History No change 31,135 23,316 16.9% 16.9% 1069 0 0.0% Q2 2026 Aug 06, 2026
Braeburn Wealth Management LLC History No change 31,112 23,298 10.0% 10.0% 1070 0 0.0% Q2 2026 Jul 21, 2026
Kraft, Davis & Associates, LLC History No change 31,045 23,211 4.85% 4.85% 1071 0 0.0% Q2 2026 Jul 09, 2026
Element Wealth, LLC History No change 30,967 23,190 8.68% 8.68% 1072 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 30,944 23,173 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 12, 2026
Kastel Capital Advisors, LLC History No change 35,362 23,098 14.61% 14.61% 1074 0 0.0% Q2 2026 Jul 09, 2026
CADINHA & CO LLC History No change 30,840 23,095 3.42% 3.42% 1075 0 0.0% Q2 2026 Jul 28, 2026
Waldron Private Wealth LLC History No change 30,770 23,044 0.8% 0.8% 1076 0 0.0% Q2 2026 Jul 20, 2026
Signet Private Wealth LLC History No change 30,735 23,017 18.35% 18.35% 1077 0 0.0% Q2 2026 Aug 06, 2026
CORE WEALTH ADVISORS, LLC History No change 30,708 22,996 16.94% 16.94% 1078 0 0.0% Q2 2026 Aug 04, 2026
Trademark Financial Management, LLC History No change 30,642 22,947 9.4% 9.4% 1079 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 30,634 22,941 1.15% 1.15% 1080 0 0.0% Q2 2026 Jul 23, 2026
Taylor & Morgan Wealth Management, LLC History Added to 29,947 22,935 11.03% 10.71% 1081 +936 3.23% Q3 2026 Oct 09, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 30,602 22,917 8.55% 8.55% 1082 0 0.0% Q2 2026 Aug 03, 2026
Compagnie Lombard Odier SCmA History No change 30,575 22,897 0.25% 0.25% 1083 0 0.0% Q2 2026 Jul 29, 2026
JCSD Capital, LLC History No change 30,450 22,803 33.23% 33.23% 1084 0 0.0% Q2 2026 Jul 21, 2026
NORDEN GROUP LLC History No change 30,098 22,539 1.85% 1.85% 1085 0 0.0% Q2 2026 Jul 29, 2026
Independent Advisor Alliance History No change 30,024 22,484 0.53% 0.53% 1086 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 29,882 22,378 3.28% 3.28% 1087 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 29,757 22,284 0.55% 0.55% 1088 0 0.0% Q2 2026 Jul 28, 2026
Sovereign Financial Group, Inc. History No change 29,712 22,251 3.4% 3.4% 1089 0 0.0% Q2 2026 Jul 24, 2026
Scissortail Wealth Management, LLC History No change 29,611 22,174 4.27% 4.27% 1090 0 0.0% Q2 2026 Aug 05, 2026
Pallas Capital Advisors LLC History No change 29,517 22,104 0.68% 0.68% 1091 0 0.0% Q2 2026 Aug 07, 2026
Jeter Robert S II History No change 29,063 22,033 21.11% 21.11% 1092 0 0.0% Q2 2026 Jul 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 29,366 21,992 0.89% 0.89% 1093 0 0.0% Q2 2026 Jul 27, 2026
Providence Capital Advisors, LLC History No change 29,342 21,973 3.33% 3.33% 1094 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 29,321 21,957 1.1% 1.1% 1095 0 0.0% Q2 2026 Jul 23, 2026
Thomasville National Bank History No change 29,252 21,906 1.2% 1.2% 1096 0 0.0% Q2 2026 Jul 20, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 29,754 21,797 13.29% 13.29% 1097 0 0.0% Q2 2026 Jul 31, 2026
Oak Wealth Advisors LLC History No change 28,956 21,685 10.4% 10.4% 1098 0 0.0% Q2 2026 Jul 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 28,237 21,625 3.08% 3.07% 1099 -572 -1.99% Q3 2026 Oct 08, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 28,840 21,619 0.46% 0.46% 1100 0 0.0% Q2 2026 Aug 11, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 28,863 21,615 4.78% 4.78% 1101 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History No change 28,794 21,563 0.51% 0.51% 1102 0 0.0% Q2 2026 Jul 31, 2026
ACT Advisors, LLC. History No change 28,726 21,512 7.15% 7.15% 1103 0 0.0% Q2 2026 Jul 22, 2026
Retirement Systems of Alabama History No change 28,708 21,499 0.06% 0.06% 1104 0 0.0% Q2 2026 Jul 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 28,680 21,478 0.05% 0.05% 1105 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 28,527 21,421 2.7% 2.7% 1106 0 0.0% Q2 2026 Jul 29, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 28,418 21,281 1.27% 1.27% 1107 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 28,276 21,175 0.71% 0.71% 1108 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 28,201 21,119 0.31% 0.31% 1109 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 28,200 21,117 4.56% 4.56% 1110 0 0.0% Q2 2026 Aug 03, 2026
NWF Advisory Services Inc. History No change 28,065 21,018 1.98% 1.98% 1111 0 0.0% Q2 2026 Jul 29, 2026
Proficio Capital Partners LLC History No change 28,056 21,010 0.75% 0.75% 1112 0 0.0% Q2 2026 Aug 14, 2026
COOPER/HAIMS ADVISORS, LLC History No change 27,945 20,927 9.0% 9.0% 1113 0 0.0% Q2 2026 Aug 14, 2026
Delta Investment Management, LLC History No change 27,784 20,806 3.42% 3.42% 1114 0 0.0% Q2 2026 Aug 13, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 27,668 20,720 1.9% 1.9% 1115 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 27,575 20,650 0.93% 0.93% 1116 0 0.0% Q2 2026 Jul 24, 2026
Roger Wittlin Investment Advisory, LLC History No change 27,557 20,637 16.21% 16.21% 1117 0 0.0% Q2 2026 Jul 17, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 27,505 20,598 5.14% 5.14% 1118 0 0.0% Q2 2026 Jul 24, 2026
Beirne Wealth Consulting Services, LLC History No change 27,441 20,568 4.09% 4.09% 1119 0 0.0% Q2 2026 Jul 15, 2026
FOCUSED ALPHA, LLC History No change 27,433 20,544 5.27% 5.27% 1120 0 0.0% Q2 2026 Aug 07, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 27,334 20,470 1.65% 1.65% 1121 0 0.0% Q2 2026 Aug 07, 2026
Acropolis Investment Management, LLC History Reduced 26,598 20,370 0.82% 0.79% 1122 -205 -0.76% Q3 2026 Oct 08, 2026
Pines Wealth Management, LLC History No change 27,131 20,318 5.84% 5.84% 1123 0 0.0% Q2 2026 Jul 22, 2026
Keenan, LLC History No change 27,115 20,305 14.34% 14.34% 1124 0 0.0% Q2 2026 Aug 07, 2026
Avestar Capital, LLC History No change 27,013 20,229 1.13% 1.13% 1125 0 0.0% Q2 2026 Jul 29, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 27,000 20,220 0.96% 0.96% 1126 0 0.0% Q2 2026 Jul 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 26,985 20,208 0.14% 0.14% 1127 0 0.0% Q2 2026 Aug 10, 2026
SIMA Wealth Partners, LLC History No change 26,925 20,163 14.29% 14.29% 1128 0 0.0% Q2 2026 Jul 28, 2026
Goepper Burkhardt LLC History No change 26,800 20,070 6.03% 6.03% 1129 0 0.0% Q2 2026 Aug 10, 2026
Wiser Wealth Management, Inc History No change 26,722 20,011 3.83% 3.83% 1130 0 0.0% Q2 2026 Jul 14, 2026
Worth Asset Management, LLC History Added to 26,117 20,001 5.83% 0.43% 1131 +24,334 1364.78% Q3 2026 Oct 07, 2026
Global Wealth Management Investment Advisory, Inc. History No change 26,699 19,994 2.85% 2.85% 1132 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES BANK /OH History No change 26,649 19,957 10.26% 10.26% 1133 0 0.0% Q2 2026 Jul 27, 2026
Trifecta Capital Advisors, LLC History No change 26,620 19,935 2.57% 2.57% 1134 0 0.0% Q2 2026 Aug 03, 2026
BTC Capital Management, Inc. History No change 26,614 19,930 1.21% 1.21% 1135 0 0.0% Q2 2026 Jul 16, 2026
Investment Advisory Group, LLC History No change 26,592 19,914 4.32% 4.32% 1136 0 0.0% Q2 2026 Aug 06, 2026
Collaborative Capital Advisors LLC History No change 26,540 19,875 12.55% 12.55% 1137 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 26,524 19,863 0.14% 0.14% 1138 0 0.0% Q2 2026 Aug 11, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 26,482 19,832 6.69% 6.69% 1139 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 26,475 19,827 0.02% 0.02% 1140 0 0.0% Q2 2026 Aug 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 26,472 19,824 2.2% 2.2% 1141 0 0.0% Q2 2026 Jul 09, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 26,684 19,814 12.87% 12.87% 1142 0 0.0% Q2 2026 Aug 11, 2026
American National Bank of Texas History Added to 25,818 19,772 18.06% 17.31% 1143 +491 1.94% Q3 2026 Oct 07, 2026
BCGM Wealth Management, LLC History No change 26,331 19,719 4.17% 4.17% 1144 0 0.0% Q2 2026 Aug 04, 2026
Box Hill Private Wealth LLC History Added to 25,738 19,711 14.33% 13.81% 1145 +2,750 11.96% Q3 2026 Oct 05, 2026
Montecito Bank & Trust History Reduced 25,725 19,701 2.98% 2.89% 1146 -45 -0.17% Q3 2026 Oct 01, 2026
ICONIQ Capital, LLC History No change 26,299 19,695 0.57% 0.57% 1147 0 0.0% Q2 2026 Aug 13, 2026
Arch Global Advisors, LLC History No change 26,286 19,685 8.71% 8.71% 1148 0 0.0% Q2 2026 Aug 11, 2026
AlTi Global, Inc. History No change 26,239 19,649 0.41% 0.41% 1149 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Capital Group History Added to 25,609 19,612 2.32% 2.29% 1150 +122 0.48% Q3 2026 Oct 08, 2026
Waterloo Capital, L.P. History No change 26,103 19,548 1.1% 1.1% 1151 0 0.0% Q2 2026 Jul 29, 2026
Bigelow Investment Advisors, LLC History No change 26,068 19,522 7.07% 7.07% 1152 0 0.0% Q2 2026 Jul 30, 2026
RFG Advisory, LLC History No change 26,054 19,511 0.3% 0.3% 1153 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 26,004 19,474 0.76% 0.76% 1154 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 25,990 19,463 0.59% 0.59% 1155 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 25,931 19,419 0.22% 0.22% 1156 0 0.0% Q2 2026 Jul 29, 2026
EPG Wealth Management LLC History No change 25,907 19,401 4.65% 4.65% 1157 0 0.0% Q2 2026 Jul 28, 2026
Cyndeo Wealth Partners, LLC History No change 25,907 19,401 0.91% 0.91% 1158 0 0.0% Q2 2026 Jul 21, 2026
Highview Capital Management LLC/DE/ History No change 25,895 19,392 5.58% 5.58% 1159 0 0.0% Q2 2026 Aug 11, 2026
Columbus Macro, LLC History No change 25,616 19,183 1.87% 1.87% 1160 0 0.0% Q2 2026 Jul 22, 2026
Zhang Financial LLC History No change 25,602 19,173 0.56% 0.56% 1161 0 0.0% Q2 2026 Jul 30, 2026
Nordwand Advisors, LLC History No change 25,546 19,131 2.93% 2.93% 1162 0 0.0% Q2 2026 Aug 07, 2026
Man Group plc History No change 25,412 19,030 0.03% 0.03% 1163 0 0.0% Q2 2026 Aug 14, 2026
Baring Financial LLC History Added to 24,806 18,997 10.15% 9.96% 1164 +642 2.66% Q3 2026 Oct 07, 2026
Caprock Group, LLC History No change 25,287 18,937 0.36% 0.36% 1165 0 0.0% Q2 2026 Jul 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 25,206 18,876 1.09% 1.09% 1166 0 0.0% Q2 2026 Jul 15, 2026
Inman Jager Wealth Management, LLC History No change 25,197 18,869 10.04% 10.04% 1167 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 25,163 18,844 2.12% 2.12% 1168 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 25,155 18,838 0.34% 0.34% 1169 0 0.0% Q2 2026 Jul 31, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 25,045 18,755 1.05% 1.05% 1170 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 24,970 18,699 1.62% 1.62% 1171 0 0.0% Q2 2026 Jul 20, 2026
Pine Valley Investments Ltd Liability Co History No change 24,935 18,673 0.74% 0.74% 1172 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 24,813 18,582 1.3% 1.3% 1173 0 0.0% Q2 2026 Jul 07, 2026
BECKER CAPITAL MANAGEMENT INC History No change 24,719 18,511 0.5% 0.5% 1174 0 0.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History Added to 23,760 18,468 0.82% 0.77% 1175 +815 3.55% Q3 2026 Oct 09, 2026
SMI Advisory Services, LLC History No change 24,446 18,450 2.99% 2.99% 1176 0 0.0% Q2 2026 Jul 09, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 24,607 18,427 12.81% 12.81% 1177 0 0.0% Q2 2026 Jul 21, 2026
Secure Asset Management, LLC History No change 24,557 18,390 2.58% 2.58% 1178 0 0.0% Q2 2026 Jul 15, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 24,148 18,232 7.71% 7.71% 1179 0 0.0% Q2 2026 Jul 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 24,321 18,213 5.12% 5.12% 1180 0 0.0% Q2 2026 Jul 13, 2026
Hardy Reed LLC History No change 24,265 18,171 1.17% 1.17% 1181 0 0.0% Q2 2026 Aug 03, 2026
FIRST NATIONAL TRUST CO History No change 24,257 18,165 0.62% 0.62% 1182 0 0.0% Q2 2026 Jul 30, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 24,178 18,106 8.86% 8.86% 1183 0 0.0% Q2 2026 Jul 29, 2026
Tempo Wealth, LLC History No change 24,165 18,096 2.68% 2.68% 1184 0 0.0% Q2 2026 Jul 27, 2026
Parisi Gray Wealth Management History No change 24,135 18,074 3.71% 3.71% 1185 0 0.0% Q2 2026 Jul 09, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 24,119 18,062 16.86% 16.86% 1186 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History Reduced 23,556 18,040 0.24% 0.31% 1187 -8,455 -26.41% Q3 2026 Oct 08, 2026
ETF Store, Inc. History No change 24,062 18,019 15.07% 15.07% 1188 0 0.0% Q2 2026 Jul 29, 2026
INGALLS & SNYDER LLC History No change 24,055 18,015 0.49% 0.49% 1189 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History No change 24,041 18,004 1.89% 1.89% 1190 0 0.0% Q2 2026 Aug 03, 2026
Aureus Asset Management, LLC History No change 24,015 17,985 1.09% 1.09% 1191 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 24,006 17,977 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 14, 2026
Hoese & Co LLP History No change 23,906 17,902 11.63% 11.63% 1193 0 0.0% Q2 2026 Jul 14, 2026
Gerald Baker Financial Group LLC History Added to 23,303 17,846 5.04% 4.84% 1194 +585 2.58% Q3 2026 Oct 09, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 23,824 17,841 2.09% 2.09% 1195 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC\PA History No change 23,813 17,833 5.38% 5.38% 1196 0 0.0% Q2 2026 Jul 21, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 23,769 17,801 11.39% 11.39% 1197 0 0.0% Q2 2026 Aug 13, 2026
Verum Partners LLC History No change 23,767 17,799 2.66% 2.66% 1198 0 0.0% Q2 2026 Jul 22, 2026
Cherry Tree Wealth Management, LLC History No change 23,740 17,778 3.34% 3.34% 1199 0 0.0% Q2 2026 Sep 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 23,648 17,709 3.62% 3.62% 1200 0 0.0% Q2 2026 Jul 23, 2026
ANDERSON HOAGLAND & CO History No change 23,629 17,695 1.39% 1.39% 1201 0 0.0% Q2 2026 Jul 06, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 23,553 17,638 1.64% 1.64% 1202 0 0.0% Q2 2026 Jul 28, 2026
Campion Asset Management History No change 23,525 17,617 10.75% 10.75% 1203 0 0.0% Q2 2026 Jul 28, 2026
Lutz Financial Services LLC History No change 23,501 17,599 1.07% 1.07% 1204 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 22,912 17,547 0.46% 0.49% 1205 -2,480 -9.77% Q3 2026 Oct 05, 2026
ALM First Financial Advisors, LLC History No change 23,355 17,490 2.95% 2.95% 1206 0 0.0% Q2 2026 Jul 10, 2026
Global Wealth Management, LLC History No change 23,345 17,482 8.9% 8.9% 1207 0 0.0% Q2 2026 Jul 20, 2026
Omega Financial Group, LLC History No change 23,260 17,418 5.3% 5.3% 1208 0 0.0% Q2 2026 Jul 21, 2026
Roof Eidam Maycock Peralta, LLC History No change 23,215 17,385 3.42% 3.42% 1209 0 0.0% Q2 2026 Jul 24, 2026
MainStreet Investment Advisors LLC History No change 23,168 17,350 2.36% 2.36% 1210 0 0.0% Q2 2026 Aug 12, 2026
GWN SECURITIES INC. History No change 23,100 17,299 2.89% 2.89% 1211 0 0.0% Q2 2026 Aug 05, 2026
DWR WEALTH MANAGEMENT, LLC History No change 23,234 17,290 12.94% 12.94% 1212 0 0.0% Q2 2026 Jul 07, 2026
Meadow Creek Wealth Advisors LLC History No change 22,991 17,217 10.51% 10.51% 1213 0 0.0% Q2 2026 Aug 14, 2026
Forbes Financial Planning, Inc. History No change 22,945 17,183 9.22% 9.22% 1214 0 0.0% Q2 2026 Jul 23, 2026
Broadview Financial Management, LLC History No change 22,921 17,165 10.48% 10.48% 1215 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 22,870 17,126 1.56% 1.56% 1216 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 22,819 17,088 0.86% 0.86% 1217 0 0.0% Q2 2026 Jul 16, 2026
Rock Creek Group LLC History No change 22,717 17,012 1.71% 1.71% 1218 0 0.0% Q2 2026 Aug 03, 2026
HighPoint Advisor Group LLC History No change 22,700 16,999 0.6% 0.6% 1219 0 0.0% Q2 2026 Aug 05, 2026
Concorde Asset Management, LLC History No change 22,630 16,947 9.81% 9.81% 1220 0 0.0% Q2 2026 Aug 18, 2026
Moisand Fitzgerald Tamayo, LLC History No change 22,439 16,804 1.64% 1.64% 1221 0 0.0% Q2 2026 Jul 13, 2026
MOTIVE WEALTH ADVISORS History No change 22,414 16,785 6.9% 6.9% 1222 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Family Advisors, LLC History No change 22,404 16,778 7.04% 7.04% 1223 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Added to 21,828 16,717 2.63% 2.15% 1224 +4,220 23.97% Q3 2026 Oct 09, 2026
Fusion Capital, LLC History No change 22,272 16,679 3.87% 3.87% 1225 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 22,254 16,665 1.03% 1.03% 1226 0 0.0% Q2 2026 Aug 12, 2026
Greenhouse Wealth Management, LLC History No change 22,130 16,573 11.65% 11.65% 1227 0 0.0% Q2 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History Reduced 21,562 16,513 0.45% 0.46% 1228 -444 -2.02% Q3 2026 Oct 05, 2026
Empower Advisory Group, LLC History No change 22,022 16,491 0.04% 0.04% 1229 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 22,010 16,483 0.58% 0.58% 1230 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 22,006 16,480 0.3% 0.3% 1231 0 0.0% Q2 2026 Aug 14, 2026
Portfolio Resources Advisor Group, Inc. History No change 21,819 16,340 13.82% 13.82% 1232 0 0.0% Q2 2026 Jul 29, 2026
Vanguard National Trust Co History No change 21,803 16,328 0.89% 0.89% 1233 0 0.0% Q2 2026 Aug 13, 2026
MFA Wealth Services History No change 21,704 16,254 9.71% 9.71% 1234 0 0.0% Q2 2026 Jul 21, 2026
OARSMAN CAPITAL, INC. History No change 21,685 16,239 1.72% 1.72% 1235 0 0.0% Q2 2026 Aug 07, 2026
Lakeshore Capital Group, Inc. History No change 21,671 16,229 12.01% 12.01% 1236 0 0.0% Q2 2026 Jul 31, 2026
GFS Advisors, LLC History No change 9,348 16,205 1.71% 1.71% 1237 0 0.0% Q2 2026 Aug 04, 2026
Post Resch Tallon Group Inc. History Added to 21,133 16,184 11.11% 10.36% 1238 +1,128 5.64% Q3 2026 Oct 08, 2026
Laird Norton Wetherby Trust Company, LLC History No change 21,572 16,154 0.31% 0.31% 1239 0 0.0% Q2 2026 Aug 14, 2026
DecisionMap Wealth Management, LLC History No change 21,569 16,152 9.04% 9.04% 1240 0 0.0% Q2 2026 Jul 21, 2026
LARCH CAPITAL PARTNERS LLC History No change 21,441 16,056 2.3% 2.3% 1241 0 0.0% Q2 2026 Aug 17, 2026
HBK Sorce Advisory LLC History No change 20,759 16,053 0.3% 0.3% 1242 0 0.0% Q2 2026 Aug 06, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 21,424 16,045 6.72% 6.72% 1243 0 0.0% Q2 2026 Aug 11, 2026
GenTrust, LLC History No change 21,423 16,043 0.62% 0.62% 1244 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 21,398 16,024 1.36% 1.36% 1245 0 0.0% Q2 2026 Aug 14, 2026
Sound Stewardship, LLC History No change 21,356 15,993 6.6% 6.6% 1246 0 0.0% Q2 2026 Jul 13, 2026
TSA Wealth Managment LLC History No change 21,345 15,984 4.52% 4.52% 1247 0 0.0% Q2 2026 Aug 03, 2026
Fiera Capital Corp History No change 21,288 15,942 0.06% 0.06% 1248 0 0.0% Q2 2026 Aug 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 21,282 15,937 0.74% 0.74% 1249 0 0.0% Q2 2026 Aug 04, 2026
Benchmark Financial Wealth Advisors, LLC History No change 21,272 15,930 3.93% 3.93% 1250 0 0.0% Q2 2026 Jul 17, 2026
Palisades Hudson Asset Management, L.P. History No change 21,253 15,916 5.57% 5.57% 1251 0 0.0% Q2 2026 Aug 07, 2026
Kooman & Associates History No change 21,248 15,912 4.27% 4.27% 1252 0 0.0% Q2 2026 Jul 22, 2026
Unique Wealth Strategies, LLC History No change 21,164 15,849 5.76% 5.76% 1253 0 0.0% Q2 2026 Jul 15, 2026
Disciplina Capital Management LLC History No change 21,050 15,764 1.63% 1.63% 1254 0 0.0% Q2 2026 Aug 10, 2026
Peterson Wealth Advisors, LLC History Reduced 20,576 15,757 1.83% 1.85% 1255 -368 -1.76% Q3 2026 Oct 08, 2026
PRIVATE TRUST CO NA History No change 21,030 15,749 1.26% 1.26% 1256 0 0.0% Q2 2026 Jul 28, 2026
Sierra Capital LLC History No change 21,012 15,735 1.52% 1.52% 1257 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 20,963 15,699 2.2% 2.2% 1258 0 0.0% Q2 2026 Aug 06, 2026
Davis Wealth Advisors, LLC History No change 20,944 15,685 12.13% 12.13% 1259 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 20,923 15,668 0.79% 0.79% 1260 0 0.0% Q2 2026 Jul 28, 2026
Goldstone Financial Group, LLC History No change 20,909 15,658 1.43% 1.43% 1261 0 0.0% Q2 2026 Aug 11, 2026
Bulltick Wealth Management, LLC History No change 20,905 15,655 3.19% 3.19% 1262 0 0.0% Q2 2026 Jul 30, 2026
NOVEM GROUP History No change 20,874 15,632 1.58% 1.58% 1263 0 0.0% Q2 2026 Jul 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 20,833 15,601 0.23% 0.23% 1264 0 0.0% Q2 2026 Jul 14, 2026
TritonPoint Partners, LLC History No change 20,818 15,590 1.29% 1.29% 1265 0 0.0% Q2 2026 Aug 13, 2026
MRWM Advisors, LLC History No change 20,771 15,555 6.39% 6.39% 1266 0 0.0% Q2 2026 Jul 28, 2026
Archvest Wealth Advisors, Inc. History No change 20,719 15,516 8.98% 8.98% 1267 0 0.0% Q2 2026 Jul 27, 2026
Claro Advisors Inc. History No change 20,715 15,513 1.63% 1.63% 1268 0 0.0% Q2 2026 Jul 30, 2026
JDM Financial Group LLC History No change 20,687 15,491 5.29% 5.29% 1269 0 0.0% Q2 2026 Aug 17, 2026
Objective Capital Management, LLC History No change 20,659 15,471 13.73% 13.73% 1270 0 0.0% Q2 2026 Jul 20, 2026
North Star Investment Management Corp. History No change 20,607 15,432 0.84% 0.84% 1271 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 20,592 15,421 1.04% 1.04% 1272 0 0.0% Q2 2026 Jul 21, 2026
Pembroke Management, LTD History No change 20,566 15,401 2.42% 2.42% 1273 0 0.0% Q2 2026 Jul 22, 2026
Centurion Wealth Management LLC History No change 20,557 15,395 3.68% 3.68% 1274 0 0.0% Q2 2026 Jul 09, 2026
Ted Buchan & Co History No change 20,557 15,394 5.04% 5.04% 1275 0 0.0% Q2 2026 Jul 23, 2026
Chicago Capital, LLC History No change 20,531 15,375 0.37% 0.37% 1276 0 0.0% Q2 2026 Jul 27, 2026
Revolve Wealth Partners, LLC History No change 20,525 15,370 1.59% 1.59% 1277 0 0.0% Q2 2026 Jul 09, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 20,523 15,369 2.42% 2.42% 1278 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 20,486 15,342 7.09% 7.09% 1279 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 20,474 15,332 0.6% 0.6% 1280 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 20,466 15,326 0.57% 0.57% 1281 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 20,306 15,207 0.81% 0.81% 1282 0 0.0% Q2 2026 Jul 27, 2026
Telos Capital Management, Inc. History No change 20,277 15,185 1.34% 1.34% 1283 0 0.0% Q2 2026 Jul 22, 2026
Shulman DeMeo Asset Management LLC History Reduced 19,397 15,095 2.99% 2.72% 1284 -13 -0.07% Q3 2026 Oct 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 20,079 15,037 0.72% 0.72% 1285 0 0.0% Q2 2026 Aug 11, 2026
Cedarwood Wealth LLC History No change 20,037 15,005 11.34% 11.34% 1286 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 20,032 15,002 1.0% 1.0% 1287 0 0.0% Q2 2026 Aug 14, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 22,968 15,002 8.54% 8.54% 1288 0 0.0% Q2 2026 Aug 19, 2026
DOLIVER ADVISORS, LP History Reduced 19,527 14,954 3.26% 3.63% 1289 -1,918 -8.94% Q3 2026 Oct 01, 2026
4Thought Financial Group Inc. History No change 19,967 14,952 7.03% 7.03% 1290 0 0.0% Q2 2026 Jul 28, 2026
Sentry LLC History No change 19,936 14,929 4.18% 4.18% 1291 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 19,927 14,917 11.42% 11.42% 1292 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 19,846 14,862 0.07% 0.07% 1293 0 0.0% Q2 2026 Jul 13, 2026
Beaird Harris Wealth Management, LLC History No change 19,799 14,827 0.93% 0.93% 1294 0 0.0% Q2 2026 Jul 08, 2026
Wealth Management Partners, LLC History No change 19,785 14,816 3.49% 3.49% 1295 0 0.0% Q2 2026 Jul 22, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 19,774 14,808 2.46% 2.46% 1296 0 0.0% Q2 2026 Jul 21, 2026
CrossGen Wealth, LLC History No change 19,739 14,782 11.48% 11.48% 1297 0 0.0% Q2 2026 Jul 24, 2026
Wedmont Private Capital History Added to 18,986 14,757 0.35% 0.36% 1298 +1,908 11.17% Q3 2026 Oct 09, 2026
Evernest Financial Advisors, LLC History No change 19,663 14,725 3.08% 3.08% 1299 0 0.0% Q2 2026 Aug 05, 2026
MidAtlantic Capital Management, Inc. History No change 19,649 14,714 9.14% 9.14% 1300 0 0.0% Q2 2026 Aug 10, 2026
REDW Wealth LLC History No change 19,577 14,661 5.25% 5.25% 1301 0 0.0% Q2 2026 Jul 30, 2026
Glen Eagle Advisors, LLC History No change 19,492 14,597 1.84% 1.84% 1302 0 0.0% Q2 2026 Aug 14, 2026
ASL Financial, LLC History No change 19,377 14,511 10.22% 10.22% 1303 0 0.0% Q2 2026 Jul 21, 2026
Illinois Municipal Retirement Fund History No change 19,250 14,416 0.16% 0.16% 1304 0 0.0% Q2 2026 Aug 12, 2026
Latitude Advisors, LLC History No change 19,210 14,386 5.74% 5.74% 1305 0 0.0% Q2 2026 Jul 27, 2026
Etesian Wealth Advisors, Inc. History No change 19,184 14,366 4.25% 4.25% 1306 0 0.0% Q2 2026 Jul 23, 2026
INSTRUMENTAL WEALTH, LLC History No change 19,073 14,283 7.23% 7.23% 1307 0 0.0% Q2 2026 Jul 16, 2026
Williams Jones Wealth Management, LLC. History No change 19,046 14,263 0.16% 0.16% 1308 0 0.0% Q2 2026 Aug 05, 2026
Centennial Wealth Advisory LLC History No change 19,025 14,250 3.08% 3.08% 1309 0 0.0% Q2 2026 Jul 13, 2026
PLANWISER FINANCIAL, LLC History No change 19,023 14,245 9.9% 9.9% 1310 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 19,000 14,229 0.0% 0.0% 1311 0 0.0% Q2 2026 Aug 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 18,980 14,213 0.02% 0.02% 1312 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 18,942 14,189 0.85% 0.85% 1313 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Associates, Inc. History No change 18,849 14,115 3.9% 3.9% 1314 0 0.0% Q2 2026 Jul 21, 2026
NFSG Corp History No change 18,831 14,102 1.74% 1.74% 1315 0 0.0% Q2 2026 Aug 14, 2026
North Berkeley Wealth Management, LLC History No change 18,801 14,079 5.69% 5.69% 1316 0 0.0% Q2 2026 Jul 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 18,828 14,046 0.04% 0.04% 1317 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 18,751 14,042 2.21% 2.21% 1318 0 0.0% Q2 2026 Jul 15, 2026
BG Investment Services, LLC History No change 18,740 14,033 10.11% 10.11% 1319 0 0.0% Q2 2026 Aug 05, 2026
Wayfinding Financial, LLC History No change 18,668 13,981 5.3% 5.3% 1320 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 18,645 13,963 0.11% 0.11% 1321 0 0.0% Q2 2026 Aug 12, 2026
Horst & Graben Wealth Management LLC History No change 18,580 13,919 1.83% 1.83% 1322 0 0.0% Q2 2026 Jul 22, 2026
POSTROCK PARTNERS LLC History No change 18,522 13,870 5.64% 5.64% 1323 0 0.0% Q2 2026 Jul 24, 2026
MinichMacGregor Wealth Management, LLC History No change 18,500 13,854 2.1% 2.1% 1324 0 0.0% Q2 2026 Jul 16, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 18,383 13,766 7.19% 7.19% 1325 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 18,332 13,729 1.41% 1.41% 1326 0 0.0% Q2 2026 Jul 31, 2026
Simmons Bank History No change 18,311 13,712 0.78% 0.78% 1327 0 0.0% Q2 2026 Jul 31, 2026
MBE Wealth Management, LLC History No change 18,305 13,708 4.82% 4.82% 1328 0 0.0% Q2 2026 Jul 24, 2026
SYNTAX RESEARCH, INC. History No change 18,266 13,679 9.99% 9.99% 1329 0 0.0% Q2 2026 Jul 31, 2026
Welch Group, LLC History No change 18,233 13,654 0.47% 0.47% 1330 0 0.0% Q2 2026 Jul 23, 2026
Argent Advisors, Inc. History No change 18,149 13,591 3.4% 3.4% 1331 0 0.0% Q2 2026 Aug 05, 2026
GARRISON POINT ADVISORS, LLC History No change 17,985 13,468 5.46% 5.46% 1332 0 0.0% Q2 2026 Jul 31, 2026
Symphony Financial, Ltd. Co. History No change 17,999 13,435 1.47% 1.47% 1333 0 0.0% Q2 2026 Aug 03, 2026
Advisory Resource Group History No change 17,909 13,411 2.02% 2.02% 1334 0 0.0% Q2 2026 Jul 14, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 17,471 13,380 1.23% 1.12% 1335 +20 0.11% Q3 2026 Oct 07, 2026
Yanni & Associates Investment Advisors, LLC History No change 17,828 13,351 12.32% 12.32% 1336 0 0.0% Q2 2026 Jul 08, 2026
Pitcairn Wealth Advisors LLC History No change 17,801 13,330 1.46% 1.46% 1337 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 17,633 13,308 1.22% 1.22% 1338 0 0.0% Q2 2026 Jul 07, 2026
Rialto Wealth Management, LLC History No change 17,631 13,203 2.61% 2.61% 1339 0 0.0% Q2 2026 Aug 11, 2026
One Day In July LLC History No change 17,579 13,164 0.92% 0.92% 1340 0 0.0% Q2 2026 Aug 03, 2026
Forum Private Client Group LLC History No change 17,546 13,139 3.91% 3.91% 1341 0 0.0% Q2 2026 Aug 12, 2026
Trail Ridge Investment Advisors, LLC History No change 17,470 13,083 5.53% 5.53% 1342 0 0.0% Q2 2026 Aug 13, 2026
Roundview Capital LLC History No change 17,438 13,059 0.71% 0.71% 1343 0 0.0% Q2 2026 Jul 30, 2026
LifePlan Investment Advisors, Inc. History No change 17,403 13,033 4.49% 4.49% 1344 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 17,344 12,988 0.64% 0.64% 1345 0 0.0% Q2 2026 Jul 20, 2026
Eagle Strategies LLC History No change 17,298 12,954 1.29% 1.29% 1346 0 0.0% Q2 2026 Jul 21, 2026
FOCUS Wealth Advisors, LLC History No change 17,263 12,928 5.99% 5.99% 1347 0 0.0% Q2 2026 Jul 07, 2026
HUB Investment Partners, LLC History No change 17,261 12,926 0.23% 0.23% 1348 0 0.0% Q2 2026 Jul 31, 2026
LOUISBOURG INVESTMENTS INC. History No change 17,250 12,918 2.38% 2.38% 1349 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 17,247 12,916 0.66% 0.66% 1350 0 0.0% Q2 2026 Jul 31, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 17,227 12,901 0.47% 0.47% 1351 0 0.0% Q2 2026 Jul 21, 2026
Emerald Advisors, LLC History No change 17,224 12,898 1.62% 1.62% 1352 0 0.0% Q2 2026 Jul 20, 2026
Columbia Bank History No change 17,080 12,791 2.87% 2.87% 1353 0 0.0% Q2 2026 Jul 24, 2026
Bank Pictet & Cie (Europe) AG History No change 17,068 12,782 0.25% 0.25% 1354 0 0.0% Q2 2026 Jul 24, 2026
LONDON CO OF VIRGINIA History No change 17,020 12,752 0.07% 0.07% 1355 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 16,960 12,701 0.31% 0.31% 1356 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Investment Partners LLC History No change 16,945 12,690 1.06% 1.06% 1357 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16,956 12,687 1.29% 1.29% 1358 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 16,927 12,676 0.81% 0.81% 1359 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Partners, LLC History No change 16,875 12,637 5.87% 5.87% 1360 0 0.0% Q2 2026 Aug 03, 2026
VISTA FINANCE, LLC History No change 16,853 12,621 7.05% 7.05% 1361 0 0.0% Q2 2026 Jul 16, 2026
XPONANCE LLC History No change 16,826 12,600 0.08% 0.08% 1362 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 16,922 12,593 0.08% 0.08% 1363 0 0.0% Q2 2026 Aug 10, 2026
CBM Financial, LLC History No change 16,855 12,585 7.49% 7.49% 1364 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History No change 16,796 12,578 0.66% 0.66% 1365 0 0.0% Q2 2026 Jul 29, 2026
jvl associates llc History Reduced 16,423 12,577 3.62% 3.7% 1366 -979 -5.63% Q3 2026 Oct 09, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 16,775 12,562 8.22% 8.22% 1367 0 0.0% Q2 2026 Aug 13, 2026
WELCH & FORBES LLC History No change 16,765 12,555 0.15% 0.15% 1368 0 0.0% Q2 2026 Jul 30, 2026
Milestone Investment Advisors LLC History No change 16,755 12,547 2.71% 2.71% 1369 0 0.0% Q2 2026 Aug 14, 2026
WHALEROCK POINT PARTNERS, LLC History No change 16,678 12,490 2.13% 2.13% 1370 0 0.0% Q2 2026 Aug 13, 2026
Connecticut Wealth Management, LLC History No change 16,670 12,483 0.46% 0.46% 1371 0 0.0% Q2 2026 Jul 29, 2026
BLALOCK WILLIAMS, LLC History No change 16,650 12,469 8.08% 8.08% 1372 0 0.0% Q2 2026 Aug 07, 2026
MA Private Wealth History No change 16,610 12,439 1.85% 1.85% 1373 0 0.0% Q2 2026 Jul 28, 2026
NorthCrest Asset Manangement, LLC History No change 16,384 12,370 0.32% 0.32% 1374 0 0.0% Q2 2026 Jul 15, 2026
SYKON CAPITAL LLC History No change 16,475 12,337 3.8% 3.8% 1375 0 0.0% Q2 2026 Aug 12, 2026
Beacon Bridge Wealth Partners, LLC History No change 16,429 12,303 3.5% 3.5% 1376 0 0.0% Q2 2026 Aug 05, 2026
Bulwark Capital Corp History No change 16,326 12,226 6.88% 6.88% 1377 0 0.0% Q2 2026 Jul 06, 2026
Aprio Wealth Management, LLC History No change 16,306 12,211 0.6% 0.6% 1378 0 0.0% Q2 2026 Jul 24, 2026
Y.D. More Investments Ltd History No change 16,287 12,195 0.38% 0.38% 1379 0 0.0% Q2 2026 Aug 05, 2026
TRED AVON FAMILY WEALTH, LLC History No change 16,175 12,112 3.71% 3.71% 1380 0 0.0% Q2 2026 Aug 10, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 16,116 12,069 1.23% 1.23% 1381 0 0.0% Q2 2026 Jul 28, 2026
Pictet Asset Management Holding SA History No change 16,112 12,013 0.01% 0.01% 1382 0 0.0% Q2 2026 Jul 30, 2026
WHITE PINE CAPITAL LLC History No change 15,977 11,965 2.83% 2.83% 1383 0 0.0% Q2 2026 Aug 05, 2026
Platform Technology Partners History No change 15,946 11,941 1.95% 1.95% 1384 0 0.0% Q2 2026 Jul 24, 2026
Chesapeake Wealth Management History No change 15,939 11,936 3.35% 3.35% 1385 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 15,894 11,902 5.6% 5.6% 1386 0 0.0% Q2 2026 Aug 07, 2026
Chung Wu Investment Group, LLC History No change 15,868 11,883 7.81% 7.81% 1387 0 0.0% Q2 2026 Jul 31, 2026
ZENITH SOLUTIONS, INC. History No change 15,850 11,870 10.76% 10.76% 1388 0 0.0% Q2 2026 Aug 03, 2026
Triad Wealth Partners, LLC History No change 15,577 11,858 0.7% 0.7% 1389 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 15,829 11,854 0.21% 0.21% 1390 0 0.0% Q2 2026 Jul 23, 2026
GeoWealth Management, LLC History No change 15,805 11,836 0.37% 0.37% 1391 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 15,798 11,830 4.05% 4.05% 1392 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 15,755 11,798 1.17% 1.17% 1393 0 0.0% Q2 2026 Jul 22, 2026
TCI Wealth Advisors, Inc. History No change 15,751 11,795 0.51% 0.51% 1394 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Reduced 15,353 11,758 0.78% 0.85% 1395 -2,249 -12.78% Q3 2026 Oct 08, 2026
TWO SIGMA SECURITIES, LLC History No change 15,697 11,755 1.01% 1.01% 1396 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Financial Corp History No change 15,650 11,720 4.19% 4.19% 1397 0 0.0% Q2 2026 Aug 05, 2026
Boyd Wealth Management, LLC History No change 15,648 11,718 4.44% 4.44% 1398 0 0.0% Q2 2026 Jul 16, 2026
JT Stratford LLC History No change 15,636 11,709 1.28% 1.28% 1399 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 15,601 11,683 0.15% 0.15% 1400 0 0.0% Q2 2026 Jul 24, 2026
KPP Advisory Services LLC History No change 15,576 11,664 1.48% 1.48% 1401 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 15,560 11,652 0.33% 0.33% 1402 0 0.0% Q2 2026 Jul 07, 2026
CHAPIN DAVIS, INC. History Added to 15,207 11,646 2.24% 1.97% 1403 +216 1.44% Q3 2026 Oct 08, 2026
FDx Advisors, Inc. History No change 15,544 11,641 3.51% 3.51% 1404 0 0.0% Q2 2026 Aug 04, 2026
TICINO WEALTH History No change 15,468 11,583 3.65% 3.65% 1405 0 0.0% Q2 2026 Jul 20, 2026
SC&H Financial Advisors, Inc. History No change 15,422 11,549 1.53% 1.53% 1406 0 0.0% Q2 2026 Aug 04, 2026
Sandhill Capital Partners LLC History No change 15,417 11,545 0.94% 0.94% 1407 0 0.0% Q2 2026 Aug 13, 2026
EdgeRock Capital LLC History No change 15,404 11,536 2.61% 2.61% 1408 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Investment Counsel History No change 15,388 11,523 0.23% 0.23% 1409 0 0.0% Q2 2026 Jul 30, 2026
WLTH Capital Management, LLC History No change 15,386 11,522 7.39% 7.39% 1410 0 0.0% Q2 2026 Jul 09, 2026
Security National Bank History No change 15,348 11,493 1.37% 1.37% 1411 0 0.0% Q2 2026 Jul 15, 2026
Manhattan West Asset Management, LLC History No change 15,340 11,488 1.92% 1.92% 1412 0 0.0% Q2 2026 Aug 11, 2026
Red Wave Investments LLC History No change 15,315 11,469 2.91% 2.91% 1413 0 0.0% Q2 2026 Aug 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 14,961 11,457 0.74% 0.7% 1414 +1,108 8.0% Q3 2026 Oct 08, 2026
Mountain Hill Investment Partners Corp. History No change 15,295 11,454 6.49% 6.49% 1415 0 0.0% Q2 2026 Jul 16, 2026
Vantus Wealth LLC History No change 15,279 11,442 6.13% 6.13% 1416 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 15,195 11,379 0.34% 0.34% 1417 0 0.0% Q2 2026 Jul 27, 2026
CAPE ANN SAVINGS BANK History No change 15,192 11,377 5.36% 5.36% 1418 0 0.0% Q2 2026 Aug 04, 2026
Elm Partners Management LLC History No change 15,186 11,372 0.34% 0.34% 1419 0 0.0% Q2 2026 Oct 07, 2026
Independent Solutions Wealth Management, LLC History No change 15,125 11,326 1.48% 1.48% 1420 0 0.0% Q2 2026 Jul 29, 2026
Montis Financial, LLC History No change 15,098 11,306 2.31% 2.31% 1421 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 15,057 11,275 0.33% 0.33% 1422 0 0.0% Q2 2026 Aug 04, 2026
MASECO LLP History No change 15,027 11,266 0.32% 0.32% 1423 0 0.0% Q2 2026 Aug 05, 2026
W ADVISORS, LLC History No change 14,997 11,231 5.11% 5.11% 1424 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 14,992 11,227 0.52% 0.52% 1425 0 0.0% Q2 2026 Aug 06, 2026
HARBOR ADVISORY CORP /MA/ History No change 14,901 11,159 2.99% 2.99% 1426 0 0.0% Q2 2026 Aug 13, 2026
National Wealth Management Group, LLC History No change 14,888 11,149 3.45% 3.45% 1427 0 0.0% Q2 2026 Jul 14, 2026
Successful Portfolios LLC History Reduced 14,305 11,129 5.13% 5.06% 1428 -4 -0.03% Q3 2026 Oct 09, 2026
Legacy Edge Advisors, LLC History No change 14,840 11,113 1.02% 1.02% 1429 0 0.0% Q2 2026 Aug 11, 2026
TriCert Investment Counsel Inc. History No change 14,775 11,064 1.03% 1.03% 1430 0 0.0% Q2 2026 Aug 10, 2026
IFC Advisors LLC History No change 14,771 11,062 1.4% 1.4% 1431 0 0.0% Q2 2026 Aug 05, 2026
Abacus Planning Group, Inc. History No change 14,754 11,049 1.37% 1.37% 1432 0 0.0% Q2 2026 Jul 20, 2026
CHILTON INVESTMENT CO INC. History No change 14,750 11,046 0.26% 0.26% 1433 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Financial LLC History No change 14,742 11,040 5.72% 5.72% 1434 0 0.0% Q2 2026 Aug 13, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 14,742 11,040 9.36% 9.36% 1435 0 0.0% Q2 2026 Aug 03, 2026
5T Wealth, LLC History No change 14,723 11,027 4.11% 4.11% 1436 0 0.0% Q2 2026 Jul 21, 2026
Sugar Maple Asset Management, LLC History No change 14,720 11,023 7.11% 7.11% 1437 0 0.0% Q2 2026 Jul 28, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 14,716 11,020 9.2% 9.2% 1438 0 0.0% Q2 2026 Jul 22, 2026
ARRIEN INVESTMENTS, INC. History No change 14,703 11,010 5.55% 5.55% 1439 0 0.0% Q2 2026 Jul 30, 2026
Gen-Wealth Partners Inc History No change 14,691 11,001 3.06% 3.06% 1440 0 0.0% Q2 2026 Aug 10, 2026
Maia Wealth LLC History No change 14,689 11,000 1.62% 1.62% 1441 0 0.0% Q2 2026 Jul 28, 2026
Geneva Partners, LLC History No change 14,642 10,965 2.92% 2.92% 1442 0 0.0% Q2 2026 Aug 10, 2026
Schorn Wealth LLC History No change 14,635 10,960 2.87% 2.87% 1443 0 0.0% Q2 2026 Jul 31, 2026
Schuylkill Financial LLC History No change 14,627 10,954 10.13% 10.13% 1444 0 0.0% Q2 2026 Aug 07, 2026
Meridian Financial Advisors, LLC History No change 14,620 10,948 5.26% 5.26% 1445 0 0.0% Q2 2026 Jul 22, 2026
MARQUETTE ASSOCIATES, INC. History No change 14,614 10,944 7.98% 7.98% 1446 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation & Management Company, LLC History No change 14,595 10,930 3.56% 3.56% 1447 0 0.0% Q2 2026 Jul 15, 2026
Storen Legacy Partners, LLC History No change 14,572 10,912 2.97% 2.97% 1448 0 0.0% Q2 2026 Jul 17, 2026
Bawa N Mallick Trust History No change 14,560 10,903 3.53% 3.53% 1449 0 0.0% Q2 2026 Aug 14, 2026
Avid Wealth Partners LLC History No change 14,463 10,831 5.24% 5.24% 1450 0 0.0% Q2 2026 Aug 03, 2026
Apex Wealth Management, LLC History No change 14,431 10,807 6.6% 6.6% 1451 0 0.0% Q2 2026 Aug 11, 2026
Calamos Advisors LLC History No change 14,421 10,799 0.04% 0.04% 1452 0 0.0% Q2 2026 Jul 31, 2026
Marathon Strategic Advisors, LLC History No change 14,417 10,796 6.09% 6.09% 1453 0 0.0% Q2 2026 Jul 16, 2026
SMART Wealth LLC History No change 14,406 10,788 2.32% 2.32% 1454 0 0.0% Q2 2026 Aug 05, 2026
1015 Capital Partners, LLC History No change 14,341 10,739 9.0% 9.0% 1455 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 14,325 10,727 0.63% 0.63% 1456 0 0.0% Q2 2026 Aug 14, 2026
SFM, LLC History No change 14,296 10,706 5.49% 5.49% 1457 0 0.0% Q2 2026 Jul 07, 2026
Unify Financial Advisors History No change 14,291 10,702 9.88% 9.88% 1458 0 0.0% Q2 2026 Jul 21, 2026
Marin Bay Wealth Advisors, LLC History No change 14,237 10,662 5.73% 5.73% 1459 0 0.0% Q2 2026 Aug 10, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 14,234 10,659 1.0% 1.0% 1460 0 0.0% Q2 2026 Jul 14, 2026
WPG Advisers, LLC History No change 14,227 10,654 6.26% 6.26% 1461 0 0.0% Q2 2026 Aug 05, 2026
Strathmore Capital Advisors, Inc. History No change 14,153 10,642 2.87% 2.87% 1462 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 14,199 10,633 0.86% 0.86% 1463 0 0.0% Q2 2026 Aug 06, 2026
OLD MISSION CAPITAL LLC History No change 518,700 10,597 0.17% 0.17% 1464 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 14,117 10,572 1.29% 1.29% 1465 0 0.0% Q2 2026 Aug 11, 2026
Presidio Capital Management, LLC History No change 14,114 10,569 2.64% 2.64% 1466 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 14,106 10,563 1.33% 1.33% 1467 0 0.0% Q2 2026 Jul 14, 2026
Coign Capital Advisors LLC History No change 14,094 10,555 4.75% 4.75% 1468 0 0.0% Q2 2026 Jul 29, 2026
WEALTHGARDEN F.S. LLC History No change 14,017 10,497 5.95% 5.95% 1469 0 0.0% Q2 2026 Jul 31, 2026
Blueprint Financial Advisors LLC History No change 13,991 10,478 1.16% 1.16% 1470 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History No change 13,935 10,435 3.1% 3.1% 1471 0 0.0% Q2 2026 Aug 14, 2026
NEPC LLC History No change 13,913 10,419 0.19% 0.19% 1472 0 0.0% Q2 2026 Aug 14, 2026
Canvas Wealth Advisors, LLC History No change 13,883 10,396 1.45% 1.45% 1473 0 0.0% Q2 2026 Jul 10, 2026
Nelson Capital Management, LLC History No change 13,877 10,392 1.14% 1.14% 1474 0 0.0% Q2 2026 Jul 24, 2026
waypoint wealth counsel History No change 13,858 10,377 6.49% 6.49% 1475 0 0.0% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History No change 13,835 10,364 0.69% 0.69% 1476 0 0.0% Q2 2026 Aug 12, 2026
Granite Harbor Advisors, Inc. History No change 13,778 10,318 4.08% 4.08% 1477 0 0.0% Q2 2026 Jul 31, 2026
COFG Advisors, LLC History No change 13,732 10,283 1.77% 1.77% 1478 0 0.0% Q2 2026 Aug 14, 2026
BCU Wealth Advisors, LLC History No change 13,727 10,280 3.41% 3.41% 1479 0 0.0% Q2 2026 Jul 14, 2026
BWM Planning, LLC History No change 13,720 10,274 2.38% 2.38% 1480 0 0.0% Q2 2026 Jul 23, 2026
NatWest Group plc History No change 13,700 10,259 1.83% 1.83% 1481 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 13,683 10,247 2.19% 2.19% 1482 0 0.0% Q2 2026 Jul 01, 2026
C2C Wealth Management, LLC History No change 13,614 10,195 7.99% 7.99% 1483 0 0.0% Q2 2026 Jul 09, 2026
Curated Wealth Partners LLC History No change 13,595 10,181 1.18% 1.18% 1484 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 13,590 10,177 1.97% 1.97% 1485 0 0.0% Q2 2026 Jul 16, 2026
GREENWOOD GEARHART LLC History No change 13,559 10,153 0.47% 0.47% 1486 0 0.0% Q2 2026 Jul 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 13,557 10,152 0.69% 0.69% 1487 0 0.0% Q2 2026 Aug 04, 2026
AWM CAPITAL, LLC History No change 13,545 10,143 0.81% 0.81% 1488 0 0.0% Q2 2026 Jul 31, 2026
S.A. Mason LLC History No change 13,540 10,139 3.11% 3.11% 1489 0 0.0% Q2 2026 Jul 31, 2026
Trust Point Inc. History No change 13,533 10,134 0.86% 0.86% 1490 0 0.0% Q2 2026 Jul 08, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 13,493 10,104 0.04% 0.04% 1491 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 13,473 10,089 0.36% 0.36% 1492 0 0.0% Q2 2026 Jul 27, 2026
Ethos Financial Group, LLC History No change 13,672 10,063 0.67% 0.67% 1493 0 0.0% Q2 2026 Aug 07, 2026
Quartz Partners, LLC History No change 13,407 10,040 3.29% 3.29% 1494 0 0.0% Q2 2026 Aug 10, 2026
Mendota Financial Group, LLC History Reduced 13,109 10,039 6.23% 6.12% 1495 -87 -0.66% Q3 2026 Oct 07, 2026
Riverbend Wealth Management, LLC History No change 13,369 10,012 5.03% 5.03% 1496 0 0.0% Q2 2026 Jul 22, 2026
Genesis Wealth Advisors, LLC History No change 13,355 10,001 5.98% 5.98% 1497 0 0.0% Q2 2026 Aug 07, 2026
UPTICK PARTNERS, LLC History No change 13,303 9,962 1.55% 1.55% 1498 0 0.0% Q2 2026 Aug 10, 2026
Facet Wealth, Inc. History No change 13,289 9,952 0.14% 0.14% 1499 0 0.0% Q2 2026 Jul 27, 2026
Cosner Financial Group, LLC History No change 13,270 9,945 5.11% 5.11% 1500 0 0.0% Q2 2026 Aug 10, 2026
STRATEGY ASSET MANAGERS LLC History No change 13,239 9,914 1.48% 1.48% 1501 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Retirement Investments LLC History No change 13,227 9,905 2.69% 2.69% 1502 0 0.0% Q2 2026 Aug 03, 2026
TFR Capital, LLC. History No change 13,214 9,895 2.79% 2.79% 1503 0 0.0% Q2 2026 Aug 06, 2026
Gallagher Capital Advisors, LLC History Reduced 12,914 9,890 5.3% 5.55% 1504 -53 -0.41% Q3 2026 Oct 09, 2026
Ironwood Investment Counsel, LLC History No change 13,185 9,874 1.3% 1.3% 1505 0 0.0% Q2 2026 Aug 05, 2026
Lexington Hill Partners, LLC History No change 13,180 9,870 4.79% 4.79% 1506 0 0.0% Q2 2026 Jul 08, 2026
First Growth Capital LLC History No change 13,173 9,865 7.48% 7.48% 1507 0 0.0% Q2 2026 Jul 16, 2026
J HAGAN CAPITAL, INC. History No change 13,157 9,853 4.56% 4.56% 1508 0 0.0% Q2 2026 Aug 14, 2026
AMI INVESTMENT MANAGEMENT INC History No change 13,136 9,837 2.09% 2.09% 1509 0 0.0% Q2 2026 Jul 15, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 13,074 9,791 2.64% 2.64% 1510 0 0.0% Q2 2026 Aug 07, 2026
Raleigh Capital Management Inc. History No change 13,069 9,787 3.12% 3.12% 1511 0 0.0% Q2 2026 Jul 21, 2026
LEUTHOLD GROUP, LLC History No change 13,036 9,762 0.98% 0.98% 1512 0 0.0% Q2 2026 Aug 04, 2026
Shoker Investment Counsel, Inc. History No change 13,013 9,747 2.45% 2.45% 1513 0 0.0% Q2 2026 Aug 10, 2026
Granby Capital Management, LLC History No change 13,000 9,735 5.08% 5.08% 1514 0 0.0% Q2 2026 Aug 13, 2026
Nilsine Partners, LLC History No change 12,993 9,730 0.67% 0.67% 1515 0 0.0% Q2 2026 Jul 24, 2026
Forefront Wealth Partners, LLC History No change 12,935 9,686 3.0% 3.0% 1516 0 0.0% Q2 2026 Aug 20, 2026
BARRETT & COMPANY, INC. History No change 12,919 9,674 2.71% 2.71% 1517 0 0.0% Q2 2026 Jul 24, 2026
Purewater Capital LLC History No change 12,910 9,667 6.98% 6.98% 1518 0 0.0% Q2 2026 Jul 28, 2026
SK Wealth Management, LLC History No change 12,443 9,665 2.18% 2.18% 1519 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Trust, LLC History No change 12,903 9,662 1.26% 1.26% 1520 0 0.0% Q2 2026 Aug 06, 2026
MSH Capital Advisors LLC History No change 12,902 9,661 1.68% 1.68% 1521 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 12,901 9,661 3.27% 3.27% 1522 0 0.0% Q2 2026 Aug 04, 2026
Prudent Man Advisors, LLC History No change 12,854 9,626 2.2% 2.2% 1523 0 0.0% Q2 2026 Aug 05, 2026
DeLarme Wealth Management, Inc. History No change 12,841 9,616 5.58% 5.58% 1524 0 0.0% Q2 2026 Aug 10, 2026
WEST BANCORPORATION INC History No change 12,811 9,594 4.1% 4.1% 1525 0 0.0% Q2 2026 Jul 23, 2026
Two West Capital Advisors LLC History No change 12,819 9,554 4.75% 4.75% 1526 0 0.0% Q2 2026 Jul 22, 2026
Navigoe, LLC History No change 12,752 9,549 4.99% 4.99% 1527 0 0.0% Q2 2026 Jul 31, 2026
Cambria Investment Management, L.P. History No change 12,735 9,537 0.47% 0.47% 1528 0 0.0% Q2 2026 Aug 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 12,717 9,523 2.03% 2.03% 1529 0 0.0% Q2 2026 Jul 27, 2026
Private Advisory Group LLC History No change 12,717 9,523 0.51% 0.51% 1530 0 0.0% Q2 2026 Aug 06, 2026
Fortis Capital Management LLC History No change 12,717 9,523 1.07% 1.07% 1531 0 0.0% Q2 2026 Aug 12, 2026
InTrack Investment Management Inc History No change 12,709 9,517 4.72% 4.72% 1532 0 0.0% Q2 2026 Jul 17, 2026
Brand Asset Management Group, Inc. History No change 12,704 9,514 2.1% 2.1% 1533 0 0.0% Q2 2026 Aug 12, 2026
TFB Advisors LLC History No change 12,692 9,504 4.19% 4.19% 1534 0 0.0% Q2 2026 Aug 06, 2026
Reality Financial Planning Services, LLC History No change 12,692 9,504 9.17% 9.17% 1535 0 0.0% Q2 2026 Aug 17, 2026
McMill Wealth Management History No change 12,687 9,501 2.28% 2.28% 1536 0 0.0% Q2 2026 Aug 17, 2026
Transcendent Capital Group LLC History No change 12,570 9,413 3.66% 3.66% 1537 0 0.0% Q2 2026 Aug 05, 2026
KWB Wealth History No change 12,547 9,396 0.8% 0.8% 1538 0 0.0% Q2 2026 Jul 10, 2026
Sage Mountain Advisors LLC History No change 12,524 9,379 0.58% 0.58% 1539 0 0.0% Q2 2026 Aug 05, 2026
Bull Harbor Capital LLC History No change 12,524 9,378 1.83% 1.83% 1540 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 12,477 9,343 0.01% 0.01% 1541 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST Co History No change 12,474 9,341 0.29% 0.29% 1542 0 0.0% Q2 2026 Aug 03, 2026
HighRoad Wealth Advisors, LLC History No change 12,450 9,323 7.86% 7.86% 1543 0 0.0% Q2 2026 Jul 21, 2026
Equity Wealth Partners, LLC History No change 12,428 9,307 3.35% 3.35% 1544 0 0.0% Q2 2026 Jul 27, 2026
Accelerate Investment Advisors LLC History No change 12,427 9,306 5.34% 5.34% 1545 0 0.0% Q2 2026 Aug 12, 2026
Canal Capital Management, LLC History No change 12,425 9,304 1.14% 1.14% 1546 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 12,418 9,299 0.27% 0.27% 1547 0 0.0% Q2 2026 Jul 22, 2026
Integrated Investment Consultants, LLC History No change 12,392 9,280 1.83% 1.83% 1548 0 0.0% Q2 2026 Aug 17, 2026
AGF MANAGEMENT LTD History No change 12,389 9,277 0.04% 0.04% 1549 0 0.0% Q2 2026 Aug 10, 2026
FIRST FINANCIAL CORP /IN/ History No change 12,380 9,271 3.21% 3.21% 1550 0 0.0% Q2 2026 Jul 07, 2026
Keystone Financial Group History No change 12,359 9,255 0.55% 0.55% 1551 0 0.0% Q2 2026 Jul 29, 2026
WealthSpring Partners, LLC History No change 12,348 9,247 7.95% 7.95% 1552 0 0.0% Q2 2026 Aug 05, 2026
PCM Encore, LLC History No change 12,340 9,241 1.62% 1.62% 1553 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 12,336 9,238 0.1% 0.1% 1554 0 0.0% Q2 2026 Aug 13, 2026
Index Fund Advisors, Inc. History No change 12,318 9,224 0.37% 0.37% 1555 0 0.0% Q2 2026 Aug 12, 2026
Wall Capital Group, Inc. History No change 12,314 9,221 7.55% 7.55% 1556 0 0.0% Q2 2026 Jul 24, 2026
Retirement Planning Group, LLC History No change 12,305 9,215 0.23% 0.23% 1557 0 0.0% Q2 2026 Aug 05, 2026
Sterling Financial Planning, Inc. History No change 12,282 9,198 2.5% 2.5% 1558 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 12,272 9,190 0.34% 0.34% 1559 0 0.0% Q2 2026 Aug 07, 2026
Heritage Trust Co History No change 12,199 9,135 0.79% 0.79% 1560 0 0.0% Q2 2026 Aug 06, 2026
Signal Advisors Wealth, LLC History No change 12,171 9,114 0.46% 0.46% 1561 0 0.0% Q2 2026 Aug 04, 2026
Flower City Capital History No change 12,150 9,099 4.01% 4.01% 1562 0 0.0% Q2 2026 Jul 07, 2026
Westmount Partners, LLC History No change 12,109 9,068 1.98% 1.98% 1563 0 0.0% Q2 2026 Jul 07, 2026
Advisory Solutions Group, LLC History No change 12,025 9,005 3.06% 3.06% 1564 0 0.0% Q2 2026 Jul 29, 2026
Greykasell Wealth Strategies, Inc. History No change 12,002 8,988 3.26% 3.26% 1565 0 0.0% Q2 2026 Aug 11, 2026
Keystone Global Partners, LLC History No change 11,987 8,976 3.39% 3.39% 1566 0 0.0% Q2 2026 Jul 16, 2026
Legacy Capital Wealth Partners, LLC History No change 11,979 8,970 1.72% 1.72% 1567 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Advisors LLC History No change 13,076 8,956 7.66% 7.66% 1568 0 0.0% Q2 2026 Aug 07, 2026
Innovative Wealth Building LLC History No change 11,941 8,942 5.19% 5.19% 1569 0 0.0% Q2 2026 Jul 23, 2026
Prasad Wealth Partners, LLC History No change 11,927 8,932 2.15% 2.15% 1570 0 0.0% Q2 2026 Jul 29, 2026
OMERS ADMINISTRATION Corp History No change 11,900 8,927 0.05% 0.05% 1571 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 11,877 8,894 0.44% 0.44% 1572 0 0.0% Q2 2026 Jul 31, 2026
Henderson Brothers Financial Partners, LLC History No change 11,872 8,891 4.21% 4.21% 1573 0 0.0% Q2 2026 Aug 13, 2026
Allodium Investment Consultants, LLC History No change 11,871 8,890 3.78% 3.78% 1574 0 0.0% Q2 2026 Jul 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 11,856 8,879 5.09% 5.09% 1575 0 0.0% Q2 2026 Jul 15, 2026
KCM INVESTMENT ADVISORS LLC History No change 11,839 8,866 0.26% 0.26% 1576 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 11,819 8,851 0.62% 0.62% 1577 0 0.0% Q2 2026 Aug 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 11,766 8,811 1.28% 1.28% 1578 0 0.0% Q2 2026 Jul 21, 2026
Meridian Financial Partners LLC History No change 11,610 8,804 3.0% 3.0% 1579 0 0.0% Q2 2026 Jul 24, 2026
TradeWell Securities, LLC. History No change 11,737 8,789 3.14% 3.14% 1580 0 0.0% Q2 2026 Jul 28, 2026
Astoria Strategic Wealth, Inc. History No change 11,718 8,775 2.0% 2.0% 1581 0 0.0% Q2 2026 Jul 16, 2026
Avise Financial Cooperative, Inc. History No change 11,714 8,772 6.22% 6.22% 1582 0 0.0% Q2 2026 Aug 06, 2026
BURKE & HERBERT BANK & TRUST CO History No change 11,706 8,766 2.17% 2.17% 1583 0 0.0% Q2 2026 Aug 07, 2026
Asempa Wealth Advisors History Added to 11,414 8,759 6.69% 6.36% 1584 +27 0.24% Q3 2026 Oct 07, 2026
Alta Wealth Advisors LLC History No change 11,673 8,741 2.37% 2.37% 1585 0 0.0% Q2 2026 Jul 30, 2026
Rede Wealth, LLC History No change 11,666 8,736 2.89% 2.89% 1586 0 0.0% Q2 2026 Aug 03, 2026
Lakeridge Wealth Management LLC History No change 11,656 8,729 3.2% 3.2% 1587 0 0.0% Q2 2026 Jul 14, 2026
MRA Advisory Group History Reduced 11,372 8,708 3.26% 3.12% 1588 -132 -1.15% Q3 2026 Oct 07, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 11,604 8,690 0.87% 0.87% 1589 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 11,593 8,681 4.77% 4.77% 1590 0 0.0% Q2 2026 Jul 27, 2026
Sterling Investment Counsel, LLC History No change 11,581 8,673 2.04% 2.04% 1591 0 0.0% Q2 2026 Jul 20, 2026
First Bank & Trust History No change 11,562 8,658 1.27% 1.27% 1592 0 0.0% Q2 2026 Jul 09, 2026
DKM Wealth Management, Inc. History Reduced 11,297 8,651 5.48% 5.54% 1593 -12 -0.11% Q3 2026 Oct 09, 2026
MW ADVISORY, LLC History No change 11,450 8,574 3.43% 3.43% 1594 0 0.0% Q2 2026 Aug 07, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 11,445 8,571 13.34% 13.34% 1595 0 0.0% Q2 2026 Aug 11, 2026
CVFG LLC History No change 11,439 8,566 0.9% 0.9% 1596 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 11,431 8,560 0.08% 0.08% 1597 0 0.0% Q2 2026 Jul 27, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 11,396 8,534 2.9% 2.9% 1598 0 0.0% Q2 2026 Jul 21, 2026
Badgley Phelps Wealth Managers, LLC History No change 11,379 8,521 0.15% 0.15% 1599 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisor Network LLC History No change 11,365 8,511 10.65% 10.65% 1600 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 11,292 8,453 0.7% 0.7% 1601 0 0.0% Q2 2026 Aug 07, 2026
Turtle Creek Wealth Advisors, LLC History No change 11,272 8,441 0.45% 0.45% 1602 0 0.0% Q2 2026 Jul 27, 2026
Cassilly Financial Group LLC History Added to 10,995 8,420 5.66% 3.98% 1603 +3,673 50.16% Q3 2026 Oct 07, 2026
FSM Wealth Advisors, LLC History No change 11,220 8,402 0.89% 0.89% 1604 0 0.0% Q2 2026 Jul 15, 2026
Indivisible Partners History No change 11,138 8,341 0.47% 0.47% 1605 0 0.0% Q2 2026 Aug 04, 2026
United Community Bank History No change 11,121 8,328 2.58% 2.58% 1606 0 0.0% Q2 2026 Aug 13, 2026
Semus Wealth Partners LLC History No change 11,087 8,302 4.01% 4.01% 1607 0 0.0% Q2 2026 Aug 10, 2026
Lifeworks Advisors, LLC History No change 11,064 8,285 0.87% 0.87% 1608 0 0.0% Q2 2026 Aug 14, 2026
Wilkins Miller Wealth Management, LLC History No change 11,046 8,272 4.55% 4.55% 1609 0 0.0% Q2 2026 Jul 21, 2026
Galvin, Gaustad & Stein, LLC History Added to 10,787 8,261 0.62% 0.6% 1610 +11 0.1% Q3 2026 Oct 08, 2026
Aletheian Wealth Advisors LLC History Reduced 10,785 8,260 3.32% 3.5% 1611 -147 -1.34% Q3 2026 Oct 08, 2026
Intrua Financial, LLC History No change 11,017 8,250 0.76% 0.76% 1612 0 0.0% Q2 2026 Jul 24, 2026
PW ADVISORS, LLC \ FL History No change 11,007 8,243 5.5% 5.5% 1613 0 0.0% Q2 2026 Aug 06, 2026
Hi-Line Capital Management, LLC History No change 10,992 8,231 2.32% 2.32% 1614 0 0.0% Q2 2026 Jul 24, 2026
PFS Partners, LLC History No change 10,949 8,199 3.32% 3.32% 1615 0 0.0% Q2 2026 Jul 20, 2026
Stone Summit Wealth LLC History No change 10,928 8,184 2.08% 2.08% 1616 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 10,923 8,180 1.48% 1.48% 1617 0 0.0% Q2 2026 Jul 20, 2026
Fidato Wealth LLC History No change 10,890 8,155 4.77% 4.77% 1618 0 0.0% Q2 2026 Aug 03, 2026
Interchange Capital Partners, LLC History No change 10,882 8,149 1.53% 1.53% 1619 0 0.0% Q2 2026 Jul 20, 2026
Chancellor Financial Group WB LP History No change 10,881 8,148 5.04% 5.04% 1620 0 0.0% Q2 2026 Aug 10, 2026
SFE Investment Counsel History No change 10,876 8,144 1.1% 1.1% 1621 0 0.0% Q2 2026 Aug 05, 2026
Meramec Financial Planners, LLC History No change 10,952 8,132 2.97% 2.97% 1622 0 0.0% Q2 2026 Jul 28, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 10,837 8,115 0.53% 0.53% 1623 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Bancorp, Inc. History No change 10,813 8,097 2.11% 2.11% 1624 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, LLC History No change 10,756 8,055 0.43% 0.43% 1625 0 0.0% Q2 2026 Aug 06, 2026
PMV Capital Advisers, LLC History No change 10,735 8,039 12.08% 12.08% 1626 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 10,722 8,029 0.75% 0.75% 1627 0 0.0% Q2 2026 Jul 29, 2026
Yelin Lapidot Holdings Management Ltd. History No change 10,721 8,028 1.52% 1.52% 1628 0 0.0% Q2 2026 Aug 03, 2026
Luken Investment Analytics, LLC History No change 10,706 8,017 2.8% 2.8% 1629 0 0.0% Q2 2026 Jul 28, 2026
CARDIFF PARK ADVISORS, LLC History No change 10,689 8,005 0.62% 0.62% 1630 0 0.0% Q2 2026 Aug 14, 2026
MAIRS & POWER INC History No change 10,654 7,978 0.07% 0.07% 1631 0 0.0% Q2 2026 Aug 14, 2026
J.M. Arbour, LLC History No change 10,611 7,946 6.85% 6.85% 1632 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 10,566 7,912 0.31% 0.31% 1633 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Management, Inc. History No change 10,494 7,858 2.41% 2.41% 1634 0 0.0% Q2 2026 Jul 15, 2026
Mosley Wealth Management History No change 10,490 7,855 2.5% 2.5% 1635 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 10,473 7,843 1.22% 1.22% 1636 0 0.0% Q2 2026 Aug 06, 2026
Allen Capital Group, LLC History No change 10,418 7,802 0.64% 0.64% 1637 0 0.0% Q2 2026 Jul 27, 2026
WATERS PARKERSON & CO., LLC History No change 10,417 7,801 0.38% 0.38% 1638 0 0.0% Q2 2026 Jul 30, 2026
C M BIDWELL & ASSOCIATES LTD History No change 10,383 7,775 3.18% 3.18% 1639 0 0.0% Q2 2026 Aug 11, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 10,374 7,768 4.21% 4.21% 1640 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 10,342 7,744 0.97% 0.97% 1641 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 10,333 7,738 0.03% 0.03% 1642 0 0.0% Q2 2026 Aug 13, 2026
Houlihan Financial Resource Group, Ltd. History No change 10,326 7,733 2.76% 2.76% 1643 0 0.0% Q2 2026 Aug 10, 2026
BlueChip Wealth Advisors LLC History No change 10,285 7,702 2.92% 2.92% 1644 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 10,252 7,692 1.56% 1.56% 1645 0 0.0% Q2 2026 Aug 06, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 10,267 7,688 2.48% 2.48% 1646 0 0.0% Q2 2026 Jul 15, 2026
Vawter Financial, Ltd. History No change 10,241 7,669 2.89% 2.89% 1647 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 10,216 7,650 0.22% 0.22% 1648 0 0.0% Q2 2026 Aug 10, 2026
MAYPORT, LLC History No change 10,195 7,634 1.18% 1.18% 1649 0 0.0% Q2 2026 Aug 07, 2026
Mission Creek Capital Partners, Inc. History No change 10,170 7,616 1.34% 1.34% 1650 0 0.0% Q2 2026 Aug 14, 2026
STEPH & CO History Reduced 9,930 7,604 1.94% 2.2% 1651 -1,686 -14.51% Q3 2026 Oct 07, 2026
Redhawk Wealth Advisors, Inc. History No change 10,066 7,538 0.74% 0.74% 1652 0 0.0% Q2 2026 Jul 09, 2026
SBI Okasan Asset Management Co.Ltd. History No change 10,104 7,519 0.25% 0.25% 1653 0 0.0% Q2 2026 Jul 21, 2026
BANQUE PICTET & CIE SA History No change 10,032 7,512 0.05% 0.05% 1654 0 0.0% Q2 2026 Jul 24, 2026
1 NORTH WEALTH SERVICES LLC History No change 10,022 7,505 2.45% 2.45% 1655 0 0.0% Q2 2026 Aug 03, 2026
NovaPoint Capital, LLC History No change 10,012 7,497 1.56% 1.56% 1656 0 0.0% Q2 2026 Aug 06, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 9,999 7,488 3.61% 3.61% 1657 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 9,992 7,482 0.2% 0.2% 1658 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 9,978 7,472 0.19% 0.19% 1659 0 0.0% Q2 2026 Jul 14, 2026
FAS Wealth Partners, Inc. History No change 9,967 7,464 0.39% 0.39% 1660 0 0.0% Q2 2026 Jul 29, 2026
Parkwoods Wealth Partners, LLC History No change 9,956 7,455 1.2% 1.2% 1661 0 0.0% Q2 2026 Jul 27, 2026
Bestgate Wealth Advisors, LLC History No change 9,904 7,416 11.81% 11.81% 1662 0 0.0% Q2 2026 Jul 29, 2026
Tempus Wealth Planning, LLC History No change 9,897 7,411 1.45% 1.45% 1663 0 0.0% Q2 2026 Jul 22, 2026
Cassia Capital Partners, LLC History No change 9,892 7,408 3.59% 3.59% 1664 0 0.0% Q2 2026 Jul 30, 2026
Permanens Capital L.P. History No change 9,880 7,399 0.76% 0.76% 1665 0 0.0% Q2 2026 Aug 14, 2026
KDK Private Wealth Management, LLC History No change 9,879 7,398 6.14% 6.14% 1666 0 0.0% Q2 2026 Aug 12, 2026
POWER WEALTH MANAGEMENT LLC History No change 9,846 7,373 2.53% 2.53% 1667 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 9,838 7,367 0.4% 0.4% 1668 0 0.0% Q2 2026 Aug 11, 2026
Kestra Investment Management, LLC History No change 9,837 7,366 0.14% 0.14% 1669 0 0.0% Q2 2026 Aug 05, 2026
WINCAP FINANCIAL LLC History No change 9,798 7,337 3.96% 3.96% 1670 0 0.0% Q2 2026 Jul 09, 2026
Landmark Wealth Management, LLC History No change 9,785 7,327 1.75% 1.75% 1671 0 0.0% Q2 2026 Aug 10, 2026
AA Financial Advisors, LLC History No change 9,783 7,326 0.88% 0.88% 1672 0 0.0% Q2 2026 Jul 17, 2026
Windsor Advisory Group, LLC History No change 9,751 7,302 5.3% 5.3% 1673 0 0.0% Q2 2026 Aug 14, 2026
Variant Private Wealth, LLC History No change 9,735 7,290 8.2% 8.2% 1674 0 0.0% Q2 2026 Aug 07, 2026
BRADY FAMILY WEALTH, LLC History No change 9,715 7,275 2.1% 2.1% 1675 0 0.0% Q2 2026 Jul 13, 2026
MMA ASSET MANAGEMENT LLC History No change 9,704 7,267 2.31% 2.31% 1676 0 0.0% Q2 2026 Aug 04, 2026
DAVIS R M INC History No change 9,695 7,260 0.11% 0.11% 1677 0 0.0% Q2 2026 Aug 14, 2026
Pacific Point Advisors, LLC History No change 9,673 7,244 3.31% 3.31% 1678 0 0.0% Q2 2026 Jul 24, 2026
MRP Capital Investments, LLC History No change 9,628 7,210 5.31% 5.31% 1679 0 0.0% Q2 2026 Aug 10, 2026
PlanVest Financial, Inc History No change 9,624 7,207 4.82% 4.82% 1680 0 0.0% Q2 2026 Aug 10, 2026
Florida Trust Wealth Management Co History No change 9,621 7,205 0.18% 0.18% 1681 0 0.0% Q2 2026 Jul 27, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 9,385 7,187 0.67% 0.66% 1682 -114 -1.2% Q3 2026 Oct 08, 2026
Glassman Wealth Services History No change 9,575 7,170 0.86% 0.86% 1683 0 0.0% Q2 2026 Aug 05, 2026
Annex Advisory Services, LLC History No change 9,563 7,162 0.12% 0.12% 1684 0 0.0% Q2 2026 Jul 10, 2026
Koss-Olinger Consulting, LLC History No change 9,525 7,133 0.55% 0.55% 1685 0 0.0% Q2 2026 Aug 10, 2026
Moneda S.A. Administradora General de Fondos History No change 9,508 7,120 5.84% 5.84% 1686 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 9,505 7,118 0.81% 0.81% 1687 0 0.0% Q2 2026 Aug 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 9,476 7,096 0.17% 0.17% 1688 0 0.0% Q2 2026 Jul 31, 2026
BURNEY CO/ History No change 9,472 7,093 0.19% 0.19% 1689 0 0.0% Q2 2026 Jul 14, 2026
Verity Asset Management, Inc. History No change 9,443 7,072 2.68% 2.68% 1690 0 0.0% Q2 2026 Aug 13, 2026
Selective Wealth Management, Inc. History No change 9,468 7,070 1.85% 1.85% 1691 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 9,431 7,063 1.43% 1.43% 1692 0 0.0% Q2 2026 Jul 17, 2026
Black Diamond Financial, LLC History No change 9,428 7,060 0.62% 0.62% 1693 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 9,378 7,023 0.05% 0.05% 1694 0 0.0% Q2 2026 Aug 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 9,378 7,023 3.86% 3.86% 1695 0 0.0% Q2 2026 Aug 13, 2026
Compass Ion Advisors, LLC History No change 9,363 7,012 0.6% 0.6% 1696 0 0.0% Q2 2026 Aug 12, 2026
Sanchez Gaunt Capital Management, LLC History No change 9,331 6,987 3.9% 3.9% 1697 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 9,328 6,985 0.55% 0.55% 1698 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 9,320 6,979 0.48% 0.48% 1699 0 0.0% Q2 2026 Sep 04, 2026
PFG Investments, LLC History No change 9,314 6,975 0.27% 0.27% 1700 0 0.0% Q2 2026 Jul 23, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 9,283 6,952 0.58% 0.58% 1701 0 0.0% Q2 2026 Jul 28, 2026
TCTC Holdings, LLC History No change 9,282 6,951 0.18% 0.18% 1702 0 0.0% Q2 2026 Aug 11, 2026
CAMDEN NATIONAL BANK History No change 9,279 6,948 0.91% 0.91% 1703 0 0.0% Q2 2026 Jul 31, 2026
Magnus Financial Group LLC History No change 9,261 6,935 0.49% 0.49% 1704 0 0.0% Q2 2026 Jul 09, 2026
Trust Co History Reduced 9,053 6,933 0.6% 0.62% 1705 -77 -0.84% Q3 2026 Oct 09, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 9,255 6,930 0.36% 0.36% 1706 0 0.0% Q2 2026 Jul 20, 2026
OFC FINANCIAL PLANNING, LLC History No change 9,233 6,914 6.14% 6.14% 1707 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 9,229 6,911 1.41% 1.41% 1708 0 0.0% Q2 2026 Aug 07, 2026
Stockman Wealth Management, Inc. History No change 9,207 6,895 0.71% 0.71% 1709 0 0.0% Q2 2026 Aug 11, 2026
Power Alpha Investment Ltd History No change 9,200 6,889 0.69% 0.69% 1710 0 0.0% Q2 2026 Jul 31, 2026
West Branch Capital LLC History No change 9,179 6,874 1.6% 1.6% 1711 0 0.0% Q2 2026 Jul 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 9,157 6,857 0.69% 0.69% 1712 0 0.0% Q2 2026 Jul 16, 2026
Brookwood Investment Group LLC History No change 9,134 6,840 0.77% 0.77% 1713 0 0.0% Q2 2026 Jul 23, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 9,117 6,827 2.36% 2.36% 1714 0 0.0% Q2 2026 Aug 05, 2026
FIRST FINANCIAL BANKSHARES INC History No change 9,102 6,816 0.13% 0.13% 1715 0 0.0% Q2 2026 Aug 11, 2026
Essential Planning, LLC. History No change 9,064 6,788 1.92% 1.92% 1716 0 0.0% Q2 2026 Aug 03, 2026
Obermeyer Wealth Partners History No change 9,061 6,785 0.28% 0.28% 1717 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 9,151 6,771 1.24% 1.24% 1718 0 0.0% Q2 2026 Aug 04, 2026
WORLD EQUITY GROUP, INC. History No change 9,018 6,754 1.51% 1.51% 1719 0 0.0% Q2 2026 Jul 09, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 8,978 6,723 2.83% 2.83% 1720 0 0.0% Q2 2026 Jul 16, 2026
Sunburst Financial Group, LLC History Reduced 8,764 6,711 1.06% 1.09% 1721 -245 -2.72% Q3 2026 Oct 08, 2026
Wall Street Financial Group, Inc. History No change 8,930 6,687 3.57% 3.57% 1722 0 0.0% Q2 2026 Jul 13, 2026
Cooper Financial Group History Reduced 8,729 6,685 0.53% 0.54% 1724 -10 -0.11% Q3 2026 Oct 07, 2026
LVZ, Inc. History No change 8,927 6,685 0.68% 0.68% 1723 0 0.0% Q2 2026 Jul 09, 2026
Olde Wealth Management, LLC History No change 8,914 6,676 1.89% 1.89% 1725 0 0.0% Q2 2026 Aug 13, 2026
LANE BROTHERS & CO INC History No change 8,907 6,670 4.36% 4.36% 1726 0 0.0% Q2 2026 Aug 05, 2026
GSG Advisors LLC History No change 8,907 6,670 1.47% 1.47% 1727 0 0.0% Q2 2026 Aug 13, 2026
BAYBAN History No change 8,902 6,666 5.11% 5.11% 1728 0 0.0% Q2 2026 Jul 30, 2026
FLC Capital Advisors History No change 8,890 6,657 1.07% 1.07% 1729 0 0.0% Q2 2026 Jul 20, 2026
American Trust History No change 8,858 6,633 0.51% 0.51% 1730 0 0.0% Q2 2026 Aug 14, 2026
Financial Concepts Unlimited, Inc. History No change 8,849 6,626 5.2% 5.2% 1731 0 0.0% Q2 2026 Aug 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 8,827 6,610 3.4% 3.4% 1732 0 0.0% Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 8,820 6,605 0.72% 0.72% 1733 0 0.0% Q2 2026 Aug 13, 2026
Kera Capital Partners, Inc. History No change 8,816 6,601 0.63% 0.63% 1734 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 8,791 6,583 2.69% 2.69% 1735 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 8,772 6,583 2.07% 2.07% 1736 0 0.0% Q2 2026 Aug 14, 2026
Affiance Financial, LLC History No change 8,781 6,576 0.95% 0.95% 1737 0 0.0% Q2 2026 Jul 09, 2026
Dogwood Wealth Management LLC History No change 8,773 6,570 2.59% 2.59% 1738 0 0.0% Q2 2026 Jul 06, 2026
Keystone Financial Services, LLC History No change 8,761 6,561 3.94% 3.94% 1739 0 0.0% Q2 2026 Jul 24, 2026
James J. Burns & Company, LLC History No change 8,752 6,553 0.71% 0.71% 1740 0 0.0% Q2 2026 Aug 06, 2026
KWMG, LLC History Added to 8,543 6,542 0.47% 0.46% 1741 +74 0.87% Q3 2026 Oct 07, 2026
Sonoma Private Wealth LLC History No change 8,710 6,522 7.01% 7.01% 1742 0 0.0% Q2 2026 Aug 14, 2026
OceanIQ Capital, LLC History No change 8,416 6,516 3.94% 3.94% 1743 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,690 6,507 0.62% 0.62% 1744 0 0.0% Q2 2026 Aug 07, 2026
Journey Advisory Group, LLC History No change 8,676 6,497 0.5% 0.5% 1745 0 0.0% Q2 2026 Aug 04, 2026
Traynor Capital Management, Inc. History No change 8,664 6,488 0.3% 0.3% 1746 0 0.0% Q2 2026 Jul 22, 2026
Opulen Financial Group LLC History No change 8,660 6,485 4.08% 4.08% 1747 0 0.0% Q2 2026 Jul 27, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 8,644 6,473 3.0% 3.0% 1748 0 0.0% Q2 2026 Jul 10, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 8,639 6,469 0.5% 0.5% 1749 0 0.0% Q2 2026 Jul 28, 2026
Idaho Trust Co History No change 8,638 6,468 1.89% 1.89% 1750 0 0.0% Q2 2026 Aug 06, 2026
TRUEFG, LLC History No change 8,605 6,444 1.5% 1.5% 1751 0 0.0% Q2 2026 Jul 16, 2026
Daner Wealth Management, LLC History No change 8,240 6,439 3.49% 3.49% 1752 0 0.0% Q2 2026 Aug 14, 2026
Strid Group, LLC History No change 8,589 6,432 0.71% 0.71% 1753 0 0.0% Q2 2026 Jul 23, 2026
BURLING WEALTH PARTNERS, LLC History No change 8,589 6,431 0.94% 0.94% 1754 0 0.0% Q2 2026 Aug 04, 2026
Nicholas Hoffman & Company, LLC. History No change 8,561 6,411 0.14% 0.14% 1755 0 0.0% Q2 2026 Aug 04, 2026
Gallagher Fiduciary Advisors, LLC History No change 8,525 6,384 0.21% 0.21% 1756 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 8,514 6,376 0.08% 0.08% 1757 0 0.0% Q2 2026 Jul 17, 2026
RIVERBRIDGE PARTNERS LLC History No change 8,512 6,374 0.18% 0.18% 1758 0 0.0% Q2 2026 Jul 13, 2026
Forum Financial Management, LP History No change 8,501 6,366 0.08% 0.08% 1759 0 0.0% Q2 2026 Jul 23, 2026
Dana Investment Advisors, Inc. History No change 8,490 6,357 0.17% 0.17% 1760 0 0.0% Q2 2026 Aug 13, 2026
Copper Harbor Investment Advisors, LLC History No change 8,440 6,320 1.34% 1.34% 1761 0 0.0% Q2 2026 Jul 23, 2026
M3 Advisory Group, LLC History No change 8,435 6,316 3.28% 3.28% 1762 0 0.0% Q2 2026 Jul 24, 2026
St. Johns Investment Management Company, LLC History No change 8,426 6,310 2.39% 2.39% 1763 0 0.0% Q2 2026 Aug 03, 2026
Marathon Wealth Advisors LLC History No change 8,418 6,303 2.16% 2.16% 1764 0 0.0% Q2 2026 Sep 11, 2026
Colony Family Offices, LLC History No change 8,377 6,273 1.38% 1.38% 1765 0 0.0% Q2 2026 Jul 20, 2026
First PREMIER Bank History No change 8,376 6,273 1.01% 1.01% 1766 0 0.0% Q2 2026 Jul 15, 2026
Capstone Wealth Management, Inc. History No change 8,345 6,265 4.7% 4.7% 1767 0 0.0% Q2 2026 Aug 13, 2026
Cadent Capital Advisors, LLC History Reduced 8,175 6,260 1.34% 1.76% 1768 -3,213 -28.21% Q3 2026 Oct 09, 2026
Arista Wealth Management, LLC History No change 8,360 6,260 0.68% 0.68% 1769 0 0.0% Q2 2026 Jul 08, 2026
Sprinkle Financial Consultants LLC History Reduced 8,146 6,236 2.44% 2.39% 1770 -5 -0.06% Q3 2026 Oct 09, 2026
CARRET ASSET MANAGEMENT, LLC History No change 8,319 6,230 0.54% 0.54% 1771 0 0.0% Q2 2026 Aug 04, 2026
Gilliland Jeter Wealth Management LLC History No change 8,312 6,225 1.63% 1.63% 1772 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Added to 8,106 6,207 0.21% 0.22% 1773 +247 3.14% Q3 2026 Oct 08, 2026
Stonebridge Financial Planning Group, LLC History No change 8,275 6,196 1.97% 1.97% 1774 0 0.0% Q2 2026 Jul 31, 2026
Rockwood Wealth Management, LLC History No change 8,273 6,195 0.39% 0.39% 1775 0 0.0% Q2 2026 Jul 13, 2026
FIRST TRUST ADVISORS LP History No change 8,271 6,193 0.0% 0.0% 1776 0 0.0% Q2 2026 Aug 11, 2026
ATX Financial Planning, LLC History No change 8,239 6,170 4.08% 4.08% 1777 0 0.0% Q2 2026 Aug 20, 2026
Essex Bank History No change 8,236 6,167 1.33% 1.33% 1778 0 0.0% Q2 2026 Jul 23, 2026
Peak Asset Management, LLC History No change 8,213 6,150 0.9% 0.9% 1779 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History No change 8,143 6,148 1.78% 1.78% 1780 0 0.0% Q2 2026 Jul 20, 2026
Atlas Brown,Inc. History Added to 8,002 6,128 1.62% 1.53% 1781 +409 5.39% Q3 2026 Oct 09, 2026
Morling Financial Advisors, LLC History No change 8,180 6,125 1.7% 1.7% 1782 0 0.0% Q2 2026 Aug 06, 2026
PATTEN & PATTEN INC/TN History No change 8,177 6,123 0.32% 0.32% 1783 0 0.0% Q2 2026 Aug 05, 2026
Marex Group Ltd History No change 8,173 6,120 0.03% 0.03% 1784 0 0.0% Q2 2026 Aug 14, 2026
1834 INVESTMENT ADVISORS CO History No change 8,164 6,113 0.69% 0.69% 1785 0 0.0% Q2 2026 Jul 30, 2026
Legacy Advisory Services, LLC History No change 8,162 6,112 4.3% 4.3% 1786 0 0.0% Q2 2026 Jul 21, 2026
Madison Asset Management, LLC History No change 8,152 6,104 0.07% 0.07% 1787 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 8,149 6,102 1.49% 1.49% 1788 0 0.0% Q2 2026 Jul 24, 2026
Financial Council, LLC History No change 8,121 6,081 1.97% 1.97% 1789 0 0.0% Q2 2026 Aug 04, 2026
Smith Thornton Advisors LLC History No change 8,043 6,053 2.67% 2.67% 1790 0 0.0% Q2 2026 Jul 14, 2026
Seven Springs Wealth Group, LLC History No change 8,078 6,049 1.32% 1.32% 1791 0 0.0% Q2 2026 Aug 04, 2026
New Age Alpha Advisors, LLC History No change 8,068 6,042 0.26% 0.26% 1792 0 0.0% Q2 2026 Aug 13, 2026
Quadcap Wealth Management, LLC History No change 8,052 6,029 0.59% 0.59% 1793 0 0.0% Q2 2026 Jul 31, 2026
NORTHLAND SECURITIES, INC. History No change 7,953 5,955 3.47% 3.47% 1794 0 0.0% Q2 2026 Aug 04, 2026
Cassaday & Co Wealth Management LLC History No change 7,948 5,951 0.11% 0.11% 1795 0 0.0% Q2 2026 Aug 10, 2026
Heritage Family Offices, LLP History No change 7,931 5,939 2.29% 2.29% 1796 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 7,931 5,939 2.3% 2.3% 1797 0 0.0% Q2 2026 Jul 06, 2026
Curat Global, LLC History No change 9,487 5,935 4.85% 4.85% 1798 0 0.0% Q2 2026 Jul 22, 2026
Highland Investment Advisors LLC History No change 7,898 5,914 2.58% 2.58% 1799 0 0.0% Q2 2026 Aug 13, 2026
Milestone Asset Management Group, LLC History No change 7,876 5,898 2.97% 2.97% 1800 0 0.0% Q2 2026 Jul 30, 2026
Rinkey Investments History No change 7,831 5,864 1.38% 1.38% 1801 0 0.0% Q2 2026 Jul 20, 2026
Madson Wealth Advisors Inc History No change 7,820 5,856 3.98% 3.98% 1802 0 0.0% Q2 2026 Jul 21, 2026
SAGE FINANCIAL GROUP INC History No change 7,804 5,844 0.32% 0.32% 1803 0 0.0% Q2 2026 Jul 21, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,804 5,844 0.05% 0.05% 1804 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 7,777 5,824 0.45% 0.45% 1805 0 0.0% Q2 2026 Aug 13, 2026
Trust Co of the South History No change 7,776 5,823 0.82% 0.82% 1806 0 0.0% Q2 2026 Jul 01, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 7,766 5,815 1.91% 1.91% 1807 0 0.0% Q2 2026 Jul 16, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 7,763 5,813 0.67% 0.67% 1808 0 0.0% Q2 2026 Aug 03, 2026
ADG Wealth Management Group, LLC History No change 7,747 5,802 3.68% 3.68% 1809 0 0.0% Q2 2026 Jul 27, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 7,745 5,800 0.88% 0.88% 1810 0 0.0% Q2 2026 Jul 30, 2026
Pachira Investments Inc. History No change 7,739 5,795 2.19% 2.19% 1811 0 0.0% Q2 2026 Jul 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 7,722 5,782 0.32% 0.32% 1812 0 0.0% Q2 2026 Jul 27, 2026
Perissos Private Wealth Management, LLC History No change 7,698 5,764 3.89% 3.89% 1813 0 0.0% Q2 2026 Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 7,696 5,763 3.56% 3.56% 1814 0 0.0% Q2 2026 Jul 28, 2026
Quad-Cities Investment Group, LLC History No change 7,694 5,762 2.07% 2.07% 1815 0 0.0% Q2 2026 Jul 07, 2026
Aufman Associates Inc History No change 7,666 5,741 2.29% 2.29% 1816 0 0.0% Q2 2026 Aug 12, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 7,650 5,729 0.89% 0.89% 1817 0 0.0% Q2 2026 Jul 29, 2026
Arcadia Wealth Management, Inc. History No change 7,646 5,726 2.73% 2.73% 1818 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 7,644 5,724 1.53% 1.53% 1819 0 0.0% Q2 2026 Jul 23, 2026
Auxano Advisors, LLC History No change 7,636 5,718 1.08% 1.08% 1820 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 7,635 5,718 4.44% 4.44% 1821 0 0.0% Q2 2026 Jul 24, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 7,464 5,716 1.46% 1.44% 1822 +61 0.82% Q3 2026 Oct 06, 2026
Wealth Advisors of Iowa, LLC History No change 7,630 5,713 1.55% 1.55% 1823 0 0.0% Q2 2026 Jul 30, 2026
Americana Partners, LLC History No change 7,628 5,712 0.13% 0.13% 1824 0 0.0% Q2 2026 Aug 05, 2026
Avail Investment Partners, LLC History No change 7,590 5,684 4.38% 4.38% 1825 0 0.0% Q2 2026 Jul 31, 2026
DAVIDSON TRUST CO History Added to 7,400 5,667 2.24% 2.13% 1826 +122 1.68% Q3 2026 Oct 09, 2026
Vision Retirement, LLC History No change 7,564 5,664 1.37% 1.37% 1827 0 0.0% Q2 2026 Jul 21, 2026
Stegner Investment Associates Inc. History No change 7,563 5,663 2.69% 2.69% 1828 0 0.0% Q2 2026 Jul 24, 2026
Armbruster Capital Management, Inc. History No change 7,548 5,652 0.84% 0.84% 1829 0 0.0% Q2 2026 Jul 16, 2026
Lansing Street Advisors History No change 7,531 5,639 1.2% 1.2% 1830 0 0.0% Q2 2026 Jul 24, 2026
Infinity Wealth Counsel, LLC History No change 7,486 5,606 4.53% 4.53% 1831 0 0.0% Q2 2026 Jul 09, 2026
Crusonia Wealth Advisors LLC History No change 7,464 5,589 0.92% 0.92% 1832 0 0.0% Q2 2026 Jul 30, 2026
Tufton Capital Management History No change 7,448 5,577 0.94% 0.94% 1833 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 7,447 5,576 0.38% 0.38% 1834 0 0.0% Q2 2026 Aug 11, 2026
Rathbones Group PLC History No change 7,431 5,565 0.02% 0.02% 1835 0 0.0% Q2 2026 Jul 23, 2026
PRAIRIE ADVISORY, LLC History No change 7,423 5,558 1.3% 1.3% 1836 0 0.0% Q2 2026 Jul 20, 2026
Straight Path Wealth Management History No change 7,400 5,541 1.3% 1.3% 1837 0 0.0% Q2 2026 Jul 27, 2026
Cornell Pochily Investment Advisors, Inc. History No change 7,394 5,537 1.49% 1.49% 1838 0 0.0% Q2 2026 Jul 15, 2026
TRIGLAV INVESTMENTS, D.O.O. History No change 7,391 5,535 0.29% 0.29% 1839 0 0.0% Q2 2026 Aug 11, 2026
Schneider Downs Wealth Management Advisors, LP History No change 7,353 5,506 0.52% 0.52% 1840 0 0.0% Q2 2026 Aug 05, 2026
Almanack Investment Partners, LLC. History No change 7,333 5,491 0.7% 0.7% 1841 0 0.0% Q2 2026 Jul 30, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 7,326 5,486 0.8% 0.8% 1842 0 0.0% Q2 2026 Aug 12, 2026
Piedmont Capital Management, LLC/NC History No change 7,325 5,485 3.35% 3.35% 1843 0 0.0% Q2 2026 Aug 13, 2026
New Republic Capital, LLC History No change 7,310 5,474 1.26% 1.26% 1844 0 0.0% Q2 2026 Jul 31, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 7,299 5,466 0.55% 0.55% 1845 0 0.0% Q2 2026 Jul 07, 2026
Sunpointe, LLC History No change 7,299 5,466 1.55% 1.55% 1846 0 0.0% Q2 2026 Jul 24, 2026
ZACKS INVESTMENT MANAGEMENT History No change 7,284 5,455 0.04% 0.04% 1847 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 7,284 5,454 2.91% 2.91% 1848 0 0.0% Q2 2026 Aug 10, 2026
Marietta Wealth Management, LLC History No change 7,272 5,445 0.56% 0.56% 1849 0 0.0% Q2 2026 Aug 03, 2026
Kathmere Capital Management, LLC History No change 7,272 5,445 0.29% 0.29% 1850 0 0.0% Q2 2026 Jul 29, 2026
Berkeley, Inc History No change 7,246 5,426 1.7% 1.7% 1851 0 0.0% Q2 2026 Jul 24, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 7,239 5,421 1.23% 1.23% 1852 0 0.0% Q2 2026 Jul 09, 2026
NorthStar Asset Management LLC /NJ/ History No change 7,204 5,394 2.19% 2.19% 1853 0 0.0% Q2 2026 Aug 05, 2026
WESPAC Advisors, LLC History No change 7,201 5,392 2.63% 2.63% 1854 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 7,196 5,389 0.61% 0.61% 1855 0 0.0% Q2 2026 Jul 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 7,189 5,383 0.23% 0.23% 1856 0 0.0% Q2 2026 Aug 14, 2026
STAGE HARBOR FINANCIAL, LLC History No change 7,188 5,383 3.11% 3.11% 1857 0 0.0% Q2 2026 Aug 07, 2026
Oxinas Partners, LLC History No change 7,166 5,366 2.11% 2.11% 1858 0 0.0% Q2 2026 Jul 14, 2026
Arlington Trust Co LLC History No change 7,136 5,344 0.45% 0.45% 1859 0 0.0% Q2 2026 Jul 07, 2026
ROCKLAND TRUST CO History Reduced 6,970 5,337 0.2% 0.21% 1860 -34 -0.49% Q3 2026 Oct 05, 2026
Paladin Advisory Group, LLC History No change 7,121 5,332 3.54% 3.54% 1861 0 0.0% Q2 2026 Jul 28, 2026
McNaughton Wealth Management, LLC History Reduced 6,933 5,309 1.85% 1.85% 1862 -24 -0.34% Q3 2026 Oct 08, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 7,088 5,308 1.09% 1.09% 1863 0 0.0% Q2 2026 Aug 21, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 7,087 5,307 2.58% 2.58% 1864 0 0.0% Q2 2026 Jul 08, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 7,083 5,304 2.85% 2.85% 1865 0 0.0% Q2 2026 Aug 13, 2026
Petersen Hastings Wealth Advisors Inc. History No change 7,033 5,266 0.44% 0.44% 1866 0 0.0% Q2 2026 Jul 17, 2026
Evergreen Wealth Partners LLC History No change 7,019 5,255 3.15% 3.15% 1867 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History Added to 6,859 5,252 0.92% 0.8% 1868 +875 14.62% Q3 2026 Oct 07, 2026
Winthrop Partners - WNY, LLC History No change 6,981 5,228 2.59% 2.59% 1869 0 0.0% Q2 2026 Jul 15, 2026
Ipswich Investment Management Co., Inc. History No change 6,976 5,224 1.1% 1.1% 1870 0 0.0% Q2 2026 Jul 16, 2026
Torrey-Payne Wealth Management, LLC History No change 6,953 5,207 4.28% 4.28% 1871 0 0.0% Q2 2026 Jul 23, 2026
McMillan Office, Inc. History No change 6,944 5,200 0.6% 0.6% 1872 0 0.0% Q2 2026 Aug 13, 2026
SeaBridge Investment Advisors LLC History No change 6,931 5,190 0.75% 0.75% 1873 0 0.0% Q2 2026 Jul 17, 2026
First Western Trust Bank History No change 6,919 5,181 0.25% 0.25% 1874 0 0.0% Q2 2026 Jul 29, 2026
BEARING POINT CAPITAL, LLC History No change 6,913 5,177 0.7% 0.7% 1875 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 6,907 5,173 0.31% 0.31% 1876 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 6,905 5,170 0.35% 0.35% 1877 0 0.0% Q2 2026 Aug 05, 2026
Raab & Moskowitz Asset Management LLC History No change 6,899 5,166 1.04% 1.04% 1878 0 0.0% Q2 2026 Jul 28, 2026
Ellis Investment Partners, LLC History No change 6,894 5,163 0.78% 0.78% 1879 0 0.0% Q2 2026 Aug 05, 2026
BOS Asset Management, LLC History No change 6,723 5,148 1.2% 1.17% 1880 0 0.0% Q3 2026 Oct 09, 2026
Weaver Consulting Group History Reduced 6,717 5,144 1.0% 1.04% 1881 -27 -0.4% Q3 2026 Oct 07, 2026
WEST PACES ADVISORS INC. History No change 6,865 5,141 0.86% 0.86% 1882 0 0.0% Q2 2026 Jul 17, 2026
New England Private Wealth Advisors LLC History No change 6,920 5,136 0.5% 0.5% 1883 0 0.0% Q2 2026 Aug 04, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 6,826 5,111 0.19% 0.19% 1884 0 0.0% Q2 2026 Jul 16, 2026
Portside Wealth Group, LLC History No change 6,817 5,105 0.59% 0.59% 1885 0 0.0% Q2 2026 Jul 14, 2026
TFO Wealth Partners, LLC History No change 6,811 5,100 0.55% 0.55% 1886 0 0.0% Q2 2026 Aug 10, 2026
Discipline Wealth Solutions, LLC History No change 6,794 5,087 0.44% 0.44% 1887 0 0.0% Q2 2026 Jul 21, 2026
SONATA CAPITAL GROUP INC History No change 6,791 5,085 1.64% 1.64% 1888 0 0.0% Q2 2026 Jul 24, 2026
UNIVEST FINANCIAL Corp History No change 6,769 5,069 0.25% 0.25% 1889 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Partners, LLC History No change 6,759 5,062 0.61% 0.61% 1890 0 0.0% Q2 2026 Aug 12, 2026
Cromwell Holdings LLC History No change 6,740 5,047 2.27% 2.27% 1891 0 0.0% Q2 2026 Jul 13, 2026
New Jersey Better Educational Savings Trust History No change 6,724 5,035 8.1% 8.1% 1892 0 0.0% Q2 2026 Jul 23, 2026
O'Connor Financial Group LLC History No change 6,700 5,017 1.77% 1.77% 1893 0 0.0% Q2 2026 Jul 17, 2026
DIVERSIFIED MANAGEMENT INC History Reduced 6,543 5,011 0.87% 1.05% 1894 -30 -0.46% Q3 2026 Oct 08, 2026
WNY Asset Management, LLC History No change 6,689 5,009 0.45% 0.45% 1895 0 0.0% Q2 2026 Aug 17, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,672 4,996 1.85% 1.85% 1896 0 0.0% Q2 2026 Jul 21, 2026
Corsicana & Co. History No change 6,669 4,994 2.42% 2.42% 1897 0 0.0% Q2 2026 Jul 24, 2026
Oakwell Private Wealth Management, LLC History No change 6,645 4,976 0.82% 0.82% 1898 0 0.0% Q2 2026 Aug 03, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 6,643 4,975 0.24% 0.24% 1899 0 0.0% Q2 2026 Aug 10, 2026
Insight Advisors, LLC/ PA History No change 6,641 4,973 0.88% 0.88% 1900 0 0.0% Q2 2026 Aug 05, 2026
FIRST UNITED BANK & TRUST History No change 6,634 4,968 1.43% 1.43% 1901 0 0.0% Q2 2026 Jul 20, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 6,630 4,965 1.84% 1.84% 1902 0 0.0% Q2 2026 Aug 13, 2026
Thrive Wealth Management, LLC History No change 6,630 4,965 0.63% 0.63% 1903 0 0.0% Q2 2026 Jul 07, 2026
Three Seasons Wealth, LLC History No change 6,581 4,928 0.45% 0.45% 1904 0 0.0% Q2 2026 Aug 13, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC History No change 6,571 4,920 14.31% 14.31% 1905 0 0.0% Q2 2026 Jul 30, 2026
Helium Advisors LLC History No change 6,565 4,916 4.08% 4.08% 1906 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 6,566 4,916 3.69% 3.69% 1907 0 0.0% Q2 2026 Jul 22, 2026
Prostatis Group LLC History No change 6,556 4,909 1.14% 1.14% 1908 0 0.0% Q2 2026 Aug 14, 2026
MY Wealth Management Inc. History No change 6,552 4,906 3.45% 3.45% 1909 0 0.0% Q2 2026 Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 6,548 4,903 0.06% 0.06% 1910 0 0.0% Q2 2026 Aug 10, 2026
BOSTON FAMILY OFFICE LLC History No change 6,525 4,887 0.3% 0.3% 1911 0 0.0% Q2 2026 Aug 12, 2026
Ayalon Insurance Comp Ltd. History Added to 6,372 4,880 0.41% 0.58% 1912 +112 1.79% Q3 2026 Oct 08, 2026
Measured Wealth Private Client Group, LLC History No change 6,498 4,866 1.18% 1.18% 1913 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 6,498 4,866 0.29% 0.29% 1914 0 0.0% Q2 2026 Aug 14, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 6,496 4,864 3.55% 3.55% 1915 0 0.0% Q2 2026 Jul 24, 2026
Jackson, Grant Investment Advisers, Inc. History No change 6,473 4,847 1.51% 1.51% 1916 0 0.0% Q2 2026 Jul 31, 2026
SEEDS INVESTOR LLC History No change 6,470 4,845 0.5% 0.5% 1917 0 0.0% Q2 2026 Aug 12, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 6,456 4,834 1.14% 1.14% 1918 0 0.0% Q2 2026 Jul 16, 2026
Sage Capital Advisors,llc History No change 6,446 4,826 1.0% 1.0% 1919 0 0.0% Q2 2026 Jul 09, 2026
Triune Financial Partners, LLC History No change 6,421 4,808 1.0% 1.0% 1920 0 0.0% Q2 2026 Aug 07, 2026
Bienville Capital Management, LLC History No change 6,410 4,800 0.64% 0.64% 1921 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 6,409 4,799 0.23% 0.23% 1922 0 0.0% Q2 2026 Aug 13, 2026
B&D White Capital Company, LLC History No change 6,406 4,797 0.48% 0.48% 1923 0 0.0% Q2 2026 Jul 31, 2026
Ruggaard & Associates LLC History No change 6,406 4,797 1.72% 1.72% 1924 0 0.0% Q2 2026 Aug 17, 2026
Stokes Family Office, LLC History No change 6,405 4,796 0.56% 0.56% 1925 0 0.0% Q2 2026 Aug 11, 2026
Aspen Investment Management Inc History No change 6,403 4,795 1.29% 1.29% 1926 0 0.0% Q2 2026 Jul 17, 2026
Mezzasalma Advisors, LLC History No change 6,401 4,793 0.96% 0.96% 1927 0 0.0% Q2 2026 Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 6,402 4,793 1.71% 1.71% 1928 0 0.0% Q2 2026 Aug 11, 2026
Richard W. Paul & Associates, LLC History No change 6,399 4,792 1.47% 1.47% 1929 0 0.0% Q2 2026 Aug 10, 2026
O'Keefe Stevens Advisory, Inc. History Reduced 6,240 4,778 0.98% 0.96% 1930 -17 -0.27% Q3 2026 Oct 09, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 6,376 4,775 2.35% 2.35% 1931 0 0.0% Q2 2026 Jul 21, 2026
Allen Investment Management, LLC History No change 6,369 4,774 0.06% 0.06% 1932 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 6,368 4,769 2.2% 2.2% 1933 0 0.0% Q2 2026 Aug 10, 2026
Intelligent Financial Strategies History No change 6,350 4,755 2.29% 2.29% 1934 0 0.0% Q2 2026 Jul 23, 2026
OFS Enterprise LLC History No change 6,347 4,753 1.21% 1.21% 1935 0 0.0% Q2 2026 Jul 08, 2026
Edgemoor Investment Advisors, Inc. History No change 6,344 4,750 0.32% 0.32% 1936 0 0.0% Q2 2026 Aug 07, 2026
Bridgewater Advisors Inc. History No change 6,229 4,742 0.26% 0.26% 1937 0 0.0% Q2 2026 Aug 05, 2026
HILL ISLAND FINANCIAL LLC History No change 6,303 4,720 1.01% 1.01% 1938 0 0.0% Q2 2026 Aug 11, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,288 4,709 0.4% 0.4% 1939 0 0.0% Q2 2026 Jul 14, 2026
Cove Private Wealth, LLC History No change 6,284 4,706 0.91% 0.91% 1940 0 0.0% Q2 2026 Jul 31, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 6,252 4,682 1.95% 1.95% 1941 0 0.0% Q2 2026 Jul 20, 2026
Michels Family Financial, LLC History No change 6,247 4,678 3.0% 3.0% 1942 0 0.0% Q2 2026 Aug 14, 2026
First County Bank /CT/ History No change 6,243 4,675 2.2% 2.2% 1943 0 0.0% Q2 2026 Jul 02, 2026
Everhart Financial Group, Inc. History Reduced 6,088 4,662 0.29% 0.29% 1944 -12 -0.2% Q3 2026 Oct 08, 2026
Forza Wealth Management, LLC History No change 6,224 4,661 1.43% 1.43% 1945 0 0.0% Q2 2026 Jul 17, 2026
McAlister, Sweet & Associates, Inc. History Reduced 6,042 4,626 2.92% 2.48% 1946 -145 -2.34% Q3 2026 Oct 07, 2026
CoreFirst Bank & Trust History No change 6,178 4,626 2.3% 2.3% 1947 0 0.0% Q2 2026 Aug 05, 2026
Evensky & Katz LLC History No change 6,149 4,605 0.24% 0.24% 1948 0 0.0% Q2 2026 Jul 22, 2026
Regatta Research & Money Management History No change 6,149 4,598 4.35% 4.35% 1949 0 0.0% Q2 2026 Aug 11, 2026
BCS Private Wealth Management, Inc. History No change 6,136 4,595 1.38% 1.38% 1950 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 6,132 4,592 0.58% 0.58% 1951 0 0.0% Q2 2026 Jul 27, 2026
Tudor Financial Inc. History No change 6,130 4,590 2.06% 2.06% 1952 0 0.0% Q2 2026 Aug 10, 2026
ZWJ INVESTMENT COUNSEL INC History No change 6,107 4,573 0.15% 0.15% 1953 0 0.0% Q2 2026 Jul 16, 2026
Retirement Management Systems Inc. History No change 6,106 4,572 0.94% 0.94% 1954 0 0.0% Q2 2026 Jul 21, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 6,089 4,559 0.05% 0.05% 1955 0 0.0% Q2 2026 Jul 20, 2026
Kaydan Wealth Management, Inc. History Reduced 5,951 4,557 1.56% 1.49% 1956 -572 -8.77% Q3 2026 Oct 08, 2026
ERn Financial, LLC History No change 6,066 4,543 0.75% 0.75% 1957 0 0.0% Q2 2026 Jul 23, 2026
Bath Savings Trust Co History Added to 5,916 4,530 0.47% 0.36% 1958 +1,300 28.16% Q3 2026 Oct 07, 2026
Winthrop Capital Management, LLC History No change 6,029 4,515 1.09% 1.09% 1959 0 0.0% Q2 2026 Aug 13, 2026
Beacon Bank & Trust History No change 6,012 4,502 0.86% 0.86% 1960 0 0.0% Q2 2026 Aug 03, 2026
Oakworth Capital, Inc. History No change 6,008 4,499 0.21% 0.21% 1961 0 0.0% Q2 2026 Jul 22, 2026
CIM, LLC History No change 6,003 4,495 0.58% 0.58% 1962 0 0.0% Q2 2026 Aug 13, 2026
Maxele Advisors, LLC History No change 6,003 4,495 3.14% 3.14% 1963 0 0.0% Q2 2026 Aug 14, 2026
Beverly Hills Private Wealth, LLC History No change 6,001 4,494 0.86% 0.86% 1964 0 0.0% Q2 2026 Aug 06, 2026
PGIM Custom Harvest LLC History No change 5,994 4,488 0.06% 0.06% 1965 0 0.0% Q2 2026 Aug 13, 2026
Harbour Capital Advisors, LLC History No change 5,914 4,483 0.82% 0.82% 1966 0 0.0% Q2 2026 Jul 15, 2026
Alpha Advisors, LLC/VA History No change 5,975 4,474 3.36% 3.36% 1967 0 0.0% Q2 2026 Aug 12, 2026
Wealth Management Nebraska History No change 5,972 4,472 0.4% 0.4% 1968 0 0.0% Q2 2026 Jul 27, 2026
CAHILL FINANCIAL ADVISORS INC History No change 5,949 4,454 0.43% 0.43% 1969 0 0.0% Q2 2026 Aug 11, 2026
Beacon Capital Management, LLC History No change 5,945 4,452 0.65% 0.65% 1970 0 0.0% Q2 2026 Jul 29, 2026
L.K. Benson & Company, P.C. History No change 5,947 4,452 1.34% 1.34% 1971 0 0.0% Q2 2026 Jul 24, 2026
ROMANO BROTHERS AND COMPANY History No change 5,937 4,446 0.45% 0.45% 1972 0 0.0% Q2 2026 Jul 21, 2026
American Financial Advisors, LLC History No change 5,938 4,446 0.53% 0.53% 1973 0 0.0% Q2 2026 Jul 14, 2026
Old Mission Investment Co LLC History No change 5,932 4,442 0.92% 0.92% 1974 0 0.0% Q2 2026 Aug 14, 2026
Alaethes Wealth, LLC History No change 5,921 4,434 1.29% 1.29% 1975 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History Added to 5,784 4,430 3.4% 3.33% 1976 +154 2.74% Q3 2026 Oct 01, 2026
GAMCO INVESTORS, INC. ET AL History No change 5,910 4,425 0.04% 0.04% 1977 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 5,908 4,424 0.3% 0.3% 1978 0 0.0% Q2 2026 Jul 15, 2026
Sculati Wealth Management, LLC History No change 5,913 4,415 1.47% 1.47% 1979 0 0.0% Q2 2026 Jul 21, 2026
Eaton Financial Holdings Company, LLC History No change 5,861 4,389 1.21% 1.21% 1980 0 0.0% Q2 2026 Aug 04, 2026
EQUITABLE TRUST CO History No change 5,842 4,375 0.18% 0.18% 1981 0 0.0% Q2 2026 Jul 23, 2026
Hopwood Financial Services, Inc. History No change 5,838 4,372 2.53% 2.53% 1982 0 0.0% Q2 2026 Jul 22, 2026
Aaron Wealth Advisors LLC History No change 5,830 4,366 0.22% 0.22% 1983 0 0.0% Q2 2026 Jul 16, 2026
Summit Financial Wealth Advisors, LLC History No change 5,829 4,365 0.56% 0.56% 1984 0 0.0% Q2 2026 Jul 15, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 5,827 4,363 2.92% 2.92% 1985 0 0.0% Q2 2026 Aug 14, 2026
Optivise Advisory Services LLC History No change 5,827 4,363 2.21% 2.21% 1986 0 0.0% Q2 2026 Jul 13, 2026
Strategies Wealth Advisors, LLC History No change 5,810 4,350 0.39% 0.39% 1987 0 0.0% Q2 2026 Aug 14, 2026
Mattson Financial Services, LLC History No change 5,712 4,309 0.9% 0.9% 1988 0 0.0% Q2 2026 Aug 04, 2026
Fonville Wealth Management LLC History No change 5,739 4,297 0.7% 0.7% 1989 0 0.0% Q2 2026 Jul 28, 2026
Mason & Associates, LLC History No change 5,735 4,294 0.89% 0.89% 1990 0 0.0% Q2 2026 Jul 14, 2026
United Advisor Group, LLC History No change 5,733 4,293 0.45% 0.45% 1991 0 0.0% Q2 2026 Jul 29, 2026
Range Advisory, LLC History No change 5,732 4,292 0.51% 0.51% 1992 0 0.0% Q2 2026 Sep 02, 2026
NBT BANK, N.A. History No change 5,727 4,288 0.28% 0.28% 1993 0 0.0% Q2 2026 Jul 29, 2026
W1M Asset Management Ltd History No change 5,696 4,270 0.04% 0.04% 1994 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Capital LLC History No change 5,678 4,252 0.86% 0.86% 1995 0 0.0% Q2 2026 Jul 20, 2026
Leeward Financial Partners, LLC History No change 5,679 4,252 1.12% 1.12% 1996 0 0.0% Q2 2026 Aug 06, 2026
Aspire Private Capital, LLC History No change 5,677 4,251 0.88% 0.88% 1997 0 0.0% Q2 2026 Jul 15, 2026
Legacy Financial Advisors, Inc. History No change 5,673 4,248 0.52% 0.52% 1998 0 0.0% Q2 2026 Aug 05, 2026
Private Capital Management, LLC History No change 5,660 4,238 0.37% 0.37% 1999 0 0.0% Q2 2026 Aug 14, 2026
Ridgepath Capital Management LLC History No change 5,657 4,236 1.87% 1.87% 2000 0 0.0% Q2 2026 Aug 20, 2026