iSHARES TRUST - IVW

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History No change 49,275,443 6,776,848 1.6% 1.6% 1 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 39,457,799 5,350,477 0.3% 0.3% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 34,601,758 4,758,780 0.25% 0.25% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 21,564,794 2,965,806 0.67% 0.67% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 20,803,829 2,861,150 0.18% 0.18% 5 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 15,408,492 2,119,130 0.34% 0.34% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 8,213,429 1,129,592 0.14% 0.14% 7 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 8,171,635 1,123,844 0.93% 0.93% 8 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 8,007,251 1,101,519 0.22% 0.22% 9 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,236,259 720,142 0.36% 0.36% 10 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 4,789,797 658,740 0.6% 0.6% 11 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 4,372,824 601,394 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,262,762 586,257 0.16% 0.16% 13 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 4,224,901 581,050 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 3,983,147 547,802 1.12% 1.12% 15 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 3,868,755 532,070 3.32% 3.32% 16 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 3,855,837 530,292 1.55% 1.55% 17 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 3,637,150 500,217 1.36% 1.36% 18 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 3,602,660 495,366 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,569,833 490,959 2.35% 2.35% 20 0 0.0% Q2 2026 Sep 23, 2026
Mariner, LLC History No change 3,269,520 449,653 0.47% 0.47% 21 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,084,786 424,250 0.53% 0.53% 22 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,194,451 423,780 0.17% 0.17% 23 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 2,617,108 359,930 2.15% 2.15% 24 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 2,413,813 331,972 0.64% 0.64% 25 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,410,689 331,542 3.41% 3.41% 26 0 0.0% Q2 2026 Aug 14, 2026
SOFI WEALTH, LLC History No change 2,349,051 323,065 13.0% 13.0% 27 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History No change 2,200,705 302,662 1.7% 1.7% 28 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 2,047,686 281,618 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 2,021,788 278,056 0.27% 0.27% 30 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 2,013,076 276,980 0.33% 0.33% 31 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 2,000,012 275,061 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 1,947,941 267,898 0.27% 0.27% 33 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 1,841,602 253,275 0.75% 0.75% 34 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,657,682 227,980 0.12% 0.12% 35 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 1,429,702 196,626 0.32% 0.32% 36 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,389,402 190,589 0.32% 0.32% 37 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,331,306 183,094 0.89% 0.89% 38 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 1,303,025 179,280 8.21% 8.21% 39 0 0.0% Q2 2026 Aug 20, 2026
JB Capital LLC History No change 1,295,626 178,187 6.17% 6.17% 40 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,288,834 177,253 1.31% 1.31% 41 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 1,223,682 168,292 0.78% 0.78% 42 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History No change 1,147,615 157,831 4.76% 4.76% 43 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 1,142,608 157,142 0.19% 0.19% 44 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,124,043 154,741 0.85% 0.85% 45 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 1,124,765 154,689 0.58% 0.58% 46 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,120,658 154,124 0.36% 0.36% 47 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 1,074,898 147,830 0.18% 0.18% 48 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 1,036,902 142,605 14.49% 14.49% 49 0 0.0% Q2 2026 Jul 09, 2026
COURIER CAPITAL LLC History No change 918,582 126,332 6.31% 6.31% 50 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 900,491 123,844 0.19% 0.19% 51 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 861,433 118,472 0.38% 0.38% 52 0 0.0% Q2 2026 Jul 28, 2026
Advocacy Wealth Management, LLC History No change 807,434 111,046 4.03% 4.03% 53 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 795,103 109,350 0.56% 0.56% 54 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 783,316 107,729 0.15% 0.15% 55 0 0.0% Q2 2026 Aug 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 762,341 104,844 1.38% 1.38% 56 0 0.0% Q2 2026 Jul 15, 2026
Ascent Group, LLC History No change 736,912 101,347 3.03% 3.03% 57 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History No change 735,644 101,173 1.21% 1.21% 58 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 717,831 98,723 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 710,390 97,699 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 709,045 97,514 0.45% 0.45% 61 0 0.0% Q2 2026 Aug 03, 2026
Triad Wealth Partners, LLC History No change 697,889 96,476 5.69% 5.69% 62 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 699,654 96,223 0.32% 0.32% 63 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 671,647 92,371 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 647,650 89,757 0.15% 0.15% 65 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 625,957 86,087 0.92% 0.92% 66 0 0.0% Q2 2026 Aug 03, 2026
Stegner Investment Associates Inc. History No change 608,731 83,718 39.8% 39.8% 67 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 603,475 82,995 0.83% 0.83% 68 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 595,611 81,914 0.93% 0.93% 69 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 588,050 80,874 1.22% 1.22% 70 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 585,670 80,547 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 578,774 79,598 0.09% 0.09% 72 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 578,289 79,142 6.51% 6.51% 73 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 569,928 78,382 0.83% 0.83% 74 0 0.0% Q2 2026 Aug 06, 2026
SilverOak Wealth Management LLC History No change 559,953 77,010 9.92% 9.92% 75 0 0.0% Q2 2026 Jul 29, 2026
CreativeOne Wealth, LLC History No change 531,981 73,163 1.58% 1.58% 76 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 527,487 72,545 0.98% 0.98% 77 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 505,966 69,585 3.78% 3.78% 78 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 500,578 68,844 0.11% 0.11% 79 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 497,843 68,468 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 19, 2026
Private Advisor Group, LLC History No change 497,075 68,362 0.31% 0.31% 81 0 0.0% Q2 2026 Jul 27, 2026
Probity Advisors, Inc. History No change 489,655 67,342 9.63% 9.63% 82 0 0.0% Q2 2026 Jul 31, 2026
West Wealth Group, LLC History No change 486,868 66,959 10.95% 10.95% 83 0 0.0% Q2 2026 Aug 06, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 480,380 66,066 3.1% 3.1% 84 0 0.0% Q2 2026 Jul 24, 2026
Icon Wealth Advisors, LLC History No change 476,929 65,592 3.95% 3.95% 85 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 466,610 64,172 0.61% 0.61% 86 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 438,642 60,326 1.0% 1.0% 87 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 428,592 58,944 0.71% 0.71% 88 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 427,683 58,819 1.48% 1.48% 89 0 0.0% Q2 2026 Aug 07, 2026
USA FINANCIAL FORMULAS History No change 418,090 57,499 10.53% 10.53% 90 0 0.0% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History No change 407,233 56,006 0.16% 0.16% 91 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 407,199 56,002 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 402,802 55,397 0.61% 0.61% 93 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 402,461 55,350 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 401,071 55,319 0.23% 0.23% 95 0 0.0% Q2 2026 Aug 14, 2026
MA Private Wealth History No change 395,664 54,415 8.11% 8.11% 96 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 374,870 51,555 0.49% 0.49% 97 0 0.0% Q2 2026 Aug 06, 2026
ShoreHaven Wealth Partners, LLC History No change 373,246 51,332 16.15% 16.15% 98 0 0.0% Q2 2026 Jul 14, 2026
OneDigital Investment Advisors LLC History No change 371,331 51,069 0.43% 0.43% 99 0 0.0% Q2 2026 Aug 06, 2026
Sharkey, Howes & Javer History No change 369,845 50,864 6.14% 6.14% 100 0 0.0% Q2 2026 Jul 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 368,443 50,672 15.43% 15.43% 101 0 0.0% Q2 2026 Jul 21, 2026
Dynasty Wealth Management, LLC History No change 366,195 50,362 0.37% 0.37% 102 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History No change 354,953 48,816 6.23% 6.23% 103 0 0.0% Q2 2026 Jul 22, 2026
Calydon Capital History No change 352,808 48,521 7.11% 7.11% 104 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 351,996 48,409 1.79% 1.79% 105 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 351,931 48,401 0.22% 0.22% 106 0 0.0% Q2 2026 Aug 18, 2026
Farther Finance Advisors, LLC History Added to 332,750 47,337 0.33% 0.35% 107 +3,192 0.97% Q3 2026 Oct 08, 2026
CGC Financial Services, LLC History No change 342,936 47,163 10.61% 10.61% 108 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Partners, LTD. History No change 342,045 47,041 0.47% 0.47% 109 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 338,319 46,529 0.44% 0.44% 110 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 337,681 46,441 13.2% 13.2% 111 0 0.0% Q2 2026 Jul 28, 2026
Foundation Wealth Management, LLC History No change 336,974 46,342 27.41% 27.41% 112 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 333,125 45,814 0.27% 0.27% 113 0 0.0% Q2 2026 Aug 17, 2026
J.W. COLE ADVISORS, INC. History No change 332,923 45,786 0.79% 0.79% 114 0 0.0% Q2 2026 Jul 21, 2026
LMG Wealth Partners, LLC History No change 332,814 45,771 7.31% 7.31% 115 0 0.0% Q2 2026 Aug 12, 2026
Gladstone Institutional Advisory LLC History No change 332,038 45,665 1.44% 1.44% 116 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 324,477 44,625 1.08% 1.08% 117 0 0.0% Q2 2026 Aug 13, 2026
1834 INVESTMENT ADVISORS CO History No change 320,486 44,076 4.99% 4.99% 118 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ALLIANCE, LLC History No change 320,489 44,076 3.69% 3.69% 119 0 0.0% Q2 2026 Aug 11, 2026
Praetorian Wealth Management, Inc. History No change 312,983 43,044 7.43% 7.43% 120 0 0.0% Q2 2026 Jul 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 312,079 42,920 1.34% 1.34% 121 0 0.0% Q2 2026 Jul 31, 2026
GREENLEAF TRUST History No change 311,771 42,877 0.41% 0.41% 122 0 0.0% Q2 2026 Jul 21, 2026
Stone House Investment Management, LLC History No change 303,365 41,721 5.55% 5.55% 123 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 299,260 41,157 0.35% 0.35% 124 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 299,207 41,149 0.57% 0.57% 125 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 297,608 40,930 0.94% 0.94% 126 0 0.0% Q2 2026 Aug 05, 2026
Blue Edge Capital, LLC History No change 296,902 40,832 4.9% 4.9% 127 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 294,758 40,538 0.45% 0.45% 128 0 0.0% Q2 2026 Jul 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 294,370 40,484 0.62% 0.62% 129 0 0.0% Q2 2026 Aug 03, 2026
AMARILLO NATIONAL BANK History No change 292,223 40,189 6.44% 6.44% 130 0 0.0% Q2 2026 Jul 15, 2026
Sterling Investment Counsel, LLC History No change 287,866 39,590 9.32% 9.32% 131 0 0.0% Q2 2026 Jul 20, 2026
Corient Private Wealth LP History No change 285,498 39,264 0.05% 0.05% 132 0 0.0% Q2 2026 Aug 27, 2026
EQ LLC History No change 283,058 38,929 9.56% 9.56% 133 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 281,870 38,765 0.3% 0.3% 134 0 0.0% Q2 2026 Aug 14, 2026
Marks Group Wealth Management, Inc History No change 280,897 38,631 3.37% 3.37% 135 0 0.0% Q2 2026 Jul 27, 2026
Powell Investment Advisors, LLC History No change 279,385 38,423 12.13% 12.13% 136 0 0.0% Q2 2026 Jul 28, 2026
KWMG, LLC History Added to 269,693 38,366 2.77% 2.62% 137 +6,215 2.36% Q3 2026 Oct 07, 2026
EWA, LLC History No change 278,926 38,360 7.0% 7.0% 138 0 0.0% Q2 2026 Jul 14, 2026
Global Retirement Partners, LLC History No change 278,764 38,338 0.59% 0.59% 139 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 275,850 37,937 0.73% 0.73% 140 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Partners, LLC History No change 275,265 37,857 4.58% 4.58% 141 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 269,980 37,130 0.67% 0.67% 142 0 0.0% Q2 2026 Jul 20, 2026
IEQ CAPITAL, LLC History No change 266,825 36,696 0.17% 0.17% 143 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 266,035 36,587 0.82% 0.82% 144 0 0.0% Q2 2026 Jul 28, 2026
Silicon Valley Capital Partners History No change 265,605 36,528 2.96% 2.96% 145 0 0.0% Q2 2026 Sep 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 264,100 36,321 3.22% 3.22% 146 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 263,593 36,251 0.36% 0.36% 147 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 262,511 36,103 0.24% 0.24% 148 0 0.0% Q2 2026 Sep 08, 2026
BOK Financial Private Wealth, Inc. History No change 261,173 35,919 1.84% 1.84% 149 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 260,985 35,893 0.04% 0.04% 150 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 258,414 35,889 0.11% 0.11% 151 0 0.0% Q2 2026 Aug 10, 2026
Horst & Graben Wealth Management LLC History No change 261,956 35,865 4.72% 4.72% 152 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 260,671 35,850 0.15% 0.15% 153 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 258,194 35,509 0.65% 0.65% 154 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 257,599 35,427 0.92% 0.92% 155 0 0.0% Q2 2026 Jul 13, 2026
FIRST MERCHANTS CORP History No change 256,893 35,330 1.24% 1.24% 156 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 256,741 35,309 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History No change 254,988 35,068 5.62% 5.62% 158 0 0.0% Q2 2026 Jul 09, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 254,912 35,058 4.62% 4.62% 159 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 253,147 34,815 6.79% 6.79% 160 0 0.0% Q2 2026 Jul 27, 2026
SWMG, LLC History No change 252,257 34,783 8.19% 8.19% 161 0 0.0% Q2 2026 Jul 15, 2026
Forvis Mazars Wealth Advisors, LLC History No change 252,052 34,664 0.58% 0.58% 162 0 0.0% Q2 2026 Aug 10, 2026
ADG Wealth Management Group, LLC History No change 240,689 33,102 21.02% 21.02% 163 0 0.0% Q2 2026 Jul 27, 2026
Security Financial Services, INC. History No change 240,119 33,023 4.58% 4.58% 164 0 0.0% Q2 2026 Jul 15, 2026
Avior Wealth Management, LLC History No change 239,337 32,916 0.87% 0.87% 165 0 0.0% Q2 2026 Jul 07, 2026
Merit Financial Group, LLC History No change 236,673 32,549 0.2% 0.2% 166 0 0.0% Q2 2026 Jul 20, 2026
CAHILL FINANCIAL ADVISORS INC History No change 234,566 32,259 3.1% 3.1% 167 0 0.0% Q2 2026 Aug 11, 2026
PAX Financial Group, LLC History No change 233,600 32,127 4.77% 4.77% 168 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 233,092 32,057 1.05% 1.05% 169 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 230,758 31,736 3.79% 3.79% 170 0 0.0% Q2 2026 Jul 20, 2026
One Wealth Advisors, LLC History No change 228,006 31,357 3.46% 3.46% 171 0 0.0% Q2 2026 Aug 06, 2026
World Investment Advisors History No change 254,859 31,297 0.52% 0.52% 172 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 227,378 31,271 1.27% 1.27% 173 0 0.0% Q2 2026 Aug 10, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 226,859 31,199 7.08% 7.08% 174 0 0.0% Q2 2026 Aug 10, 2026
Saiph Capital, LLC History No change 223,887 30,791 9.22% 9.22% 175 0 0.0% Q2 2026 Jul 29, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 220,223 30,287 18.44% 18.44% 176 0 0.0% Q2 2026 Aug 06, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 266,207 30,116 3.76% 3.76% 177 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 218,740 30,083 0.36% 0.36% 178 0 0.0% Q2 2026 Aug 07, 2026
FIRST HAWAIIAN BANK History No change 215,993 29,705 3.76% 3.76% 179 0 0.0% Q2 2026 Jul 13, 2026
Trek Financial, LLC History No change 213,749 29,396 1.46% 1.46% 180 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 212,790 29,265 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 211,987 29,154 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 210,459 28,944 2.75% 2.75% 183 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 209,006 28,744 0.87% 0.87% 184 0 0.0% Q2 2026 Jul 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 208,318 28,650 0.53% 0.53% 185 0 0.0% Q2 2026 Aug 04, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 205,261 28,256 2.85% 2.85% 186 0 0.0% Q2 2026 Sep 02, 2026
Apollon Wealth Management, LLC History No change 203,002 27,918 0.34% 0.34% 187 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 201,949 27,774 0.2% 0.2% 188 0 0.0% Q2 2026 Jul 23, 2026
Frontier Asset Management, LLC History No change 197,805 27,204 4.87% 4.87% 189 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 196,898 27,079 0.16% 0.16% 190 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Services History No change 195,692 26,913 6.93% 6.93% 191 0 0.0% Q2 2026 Aug 05, 2026
Callan Family Office, LLC History No change 195,591 26,899 0.53% 0.53% 192 0 0.0% Q2 2026 Aug 11, 2026
INSTRUMENTAL WEALTH, LLC History No change 194,694 26,776 13.56% 13.56% 193 0 0.0% Q2 2026 Jul 16, 2026
GHP Investment Advisors, Inc. History No change 193,024 26,546 0.98% 0.98% 194 0 0.0% Q2 2026 Jul 17, 2026
Diversify Advisory Services, LLC History No change 200,338 26,510 0.44% 0.44% 195 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 200,338 26,510 0.44% 0.44% 196 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 192,433 26,465 0.55% 0.55% 197 0 0.0% Q2 2026 Jul 29, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 183,800 26,147 16.91% 15.9% 198 +8,985 5.14% Q3 2026 Oct 07, 2026
CULLEN/FROST BANKERS, INC. History No change 189,809 26,104 0.26% 0.26% 199 0 0.0% Q2 2026 Jul 27, 2026
Elevated Financial Group LLC History No change 188,701 25,952 7.11% 7.11% 200 0 0.0% Q2 2026 Jul 22, 2026
Guidance Point Advisors, LLC History No change 187,601 25,808 5.45% 5.45% 201 0 0.0% Q2 2026 Jul 31, 2026
MCMORGAN & CO LLC History No change 186,940 25,709 3.87% 3.87% 202 0 0.0% Q2 2026 Aug 13, 2026
Kelly Financial Services LLC History No change 186,168 25,603 5.48% 5.48% 203 0 0.0% Q2 2026 Jul 14, 2026
Adaptive Financial Consulting, LLC History No change 182,539 25,104 8.79% 8.79% 204 0 0.0% Q2 2026 Aug 07, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 182,247 25,064 2.49% 2.49% 205 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 181,112 24,908 0.12% 0.12% 206 0 0.0% Q2 2026 Jul 17, 2026
Avantax Planning Partners, Inc. History No change 179,987 24,753 0.62% 0.62% 207 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 176,217 24,235 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 175,837 24,182 2.82% 2.82% 209 0 0.0% Q2 2026 Aug 11, 2026
Scissortail Wealth Management, LLC History No change 175,126 24,085 4.63% 4.63% 210 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 173,758 23,896 0.09% 0.09% 211 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 171,522 23,589 0.63% 0.63% 212 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 171,500 23,586 0.45% 0.45% 213 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 170,924 23,507 1.22% 1.22% 214 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 170,648 23,469 0.47% 0.47% 215 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 170,400 23,435 1.22% 1.22% 216 0 0.0% Q2 2026 Jul 29, 2026
Kilter Group LLC History No change 170,351 23,428 8.48% 8.48% 217 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 167,392 23,021 0.36% 0.36% 218 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 166,932 22,958 0.26% 0.26% 219 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 165,307 22,734 6.36% 6.36% 220 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Group LLC History No change 164,287 22,594 2.54% 2.54% 221 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 163,186 22,442 1.79% 1.79% 222 0 0.0% Q2 2026 Aug 11, 2026
ONE Advisory Partners, LLC History No change 161,154 22,163 6.03% 6.03% 223 0 0.0% Q2 2026 Jul 21, 2026
COMMERCE BANK History No change 160,837 22,119 0.1% 0.1% 224 0 0.0% Q2 2026 Aug 12, 2026
CFS Investment Advisory Services, LLC History No change 163,210 22,100 1.47% 1.47% 225 0 0.0% Q2 2026 Jul 16, 2026
Ifrah Financial Services, Inc. History No change 159,153 21,888 5.35% 5.35% 226 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 158,814 21,841 0.04% 0.04% 227 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors, Ltd. LLC History No change 158,795 21,839 2.2% 2.2% 228 0 0.0% Q2 2026 Jul 16, 2026
Cresset Asset Management, LLC History No change 157,330 21,637 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Capital Advisors, LLC History Reduced 149,738 21,301 11.42% 11.83% 230 -791 -0.53% Q3 2026 Oct 09, 2026
DT Investment Partners, LLC History No change 154,386 21,232 1.58% 1.58% 231 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 154,322 21,223 0.27% 0.27% 232 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 149,008 21,198 0.57% 0.53% 233 +14,261 10.58% Q3 2026 Oct 02, 2026
Acropolis Investment Management, LLC History Reduced 148,458 21,119 0.85% 0.81% 234 -410 -0.28% Q3 2026 Oct 08, 2026
McNaughton Wealth Management, LLC History Added to 148,426 21,115 7.38% 7.22% 235 +527 0.36% Q3 2026 Oct 08, 2026
Plancorp, LLC History No change 154,385 21,067 0.51% 0.51% 236 0 0.0% Q2 2026 Jul 14, 2026
Prosperity Consulting Group, LLC History No change 152,323 20,948 0.79% 0.79% 237 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 148,989 20,490 1.17% 1.17% 238 0 0.0% Q2 2026 Jul 15, 2026
Sterling Financial Planning, Inc. History No change 148,229 20,385 5.54% 5.54% 239 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 147,840 20,332 2.49% 2.49% 240 0 0.0% Q2 2026 Jul 10, 2026
Royal Fund Management, LLC History No change 146,678 20,172 1.68% 1.68% 241 0 0.0% Q2 2026 Jul 20, 2026
Independent Solutions Wealth Management, LLC History No change 146,134 20,097 2.62% 2.62% 242 0 0.0% Q2 2026 Jul 29, 2026
Focus Financial Network, Inc. History No change 146,039 20,084 0.62% 0.62% 243 0 0.0% Q2 2026 Jul 09, 2026
Scarborough Advisors, LLC History No change 146,547 19,784 2.27% 2.27% 244 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History Reduced 138,011 19,633 1.31% 1.29% 245 -6,695 -4.63% Q3 2026 Oct 08, 2026
PRUDENTIAL FINANCIAL INC History No change 141,485 19,458 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 12, 2026
Trust Point Inc. History No change 141,130 19,409 1.65% 1.65% 247 0 0.0% Q2 2026 Jul 08, 2026
Snowden Capital Advisors LLC History No change 140,953 19,385 0.46% 0.46% 248 0 0.0% Q2 2026 Aug 13, 2026
Mayflower Financial Advisors, LLC History No change 140,415 19,311 1.67% 1.67% 249 0 0.0% Q2 2026 Jul 09, 2026
Rodgers & Associates, LTD History No change 139,031 19,120 1.74% 1.74% 250 0 0.0% Q2 2026 Jul 21, 2026
JFS WEALTH ADVISORS, LLC History No change 136,636 18,791 0.94% 0.94% 251 0 0.0% Q2 2026 Jul 10, 2026
Beacon Capital Management, LLC History No change 136,146 18,724 2.74% 2.74% 252 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 134,443 18,489 0.53% 0.53% 253 0 0.0% Q2 2026 Aug 06, 2026
Carbahal Olsen Financial Services Group, LLC History No change 133,884 18,413 12.78% 12.78% 254 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 132,990 18,290 1.86% 1.86% 255 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 132,619 18,239 0.34% 0.34% 256 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 138,359 18,239 1.36% 1.36% 257 0 0.0% Q2 2026 Jul 29, 2026
Planned Solutions, Inc. History No change 132,587 18,234 5.23% 5.23% 258 0 0.0% Q2 2026 Jul 13, 2026
Ironwood Financial, llc History No change 133,209 18,177 2.85% 2.85% 259 0 0.0% Q2 2026 Jul 17, 2026
Lansing Street Advisors History No change 130,898 18,002 3.82% 3.82% 260 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 129,830 17,855 0.34% 0.34% 261 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 128,972 17,737 2.71% 2.71% 262 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 128,256 17,639 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 14, 2026
Carl P. Sherr & Co., LLC History No change 127,641 17,554 7.36% 7.36% 264 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 127,299 17,507 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 126,764 17,425 0.55% 0.55% 266 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 126,412 17,385 0.18% 0.18% 267 0 0.0% Q2 2026 Jul 21, 2026
Midwest Financial Group LLC History No change 124,345 17,101 6.0% 6.0% 268 0 0.0% Q2 2026 Jul 21, 2026
American Wealth Advisors, LLC History No change 123,649 17,005 15.96% 15.96% 269 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 123,028 16,920 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 122,333 16,824 1.64% 1.64% 271 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 122,234 16,810 0.09% 0.09% 272 0 0.0% Q2 2026 Aug 11, 2026
Blue Zone Wealth Advisors, LLC History No change 121,365 16,691 2.91% 2.91% 273 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 119,200 16,393 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 118,930 16,356 3.77% 3.77% 275 0 0.0% Q2 2026 Jul 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 118,790 16,337 0.94% 0.94% 276 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 117,663 16,182 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 117,294 16,131 0.19% 0.19% 278 0 0.0% Q2 2026 Jul 22, 2026
Perkins Coie Trust Co History No change 117,236 16,123 2.67% 2.67% 279 0 0.0% Q2 2026 Jul 09, 2026
W ADVISORS, LLC History No change 116,249 15,987 7.27% 7.27% 280 0 0.0% Q2 2026 Jul 31, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 115,305 15,858 0.18% 0.18% 281 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 112,703 15,500 0.11% 0.11% 282 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 136,976 15,493 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 112,572 15,482 0.84% 0.84% 284 0 0.0% Q2 2026 Aug 10, 2026
WCG Wealth Advisors LLC History No change 112,481 15,469 0.37% 0.37% 285 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 112,356 15,452 1.51% 1.51% 286 0 0.0% Q2 2026 Aug 11, 2026
YHB Investment Advisors, Inc. History Added to 108,550 15,442 0.97% 0.96% 287 +97 0.09% Q3 2026 Oct 08, 2026
Wescott Financial Advisory Group, LLC History No change 111,735 15,366 1.19% 1.19% 288 0 0.0% Q2 2026 Aug 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 111,546 15,340 0.37% 0.37% 289 0 0.0% Q2 2026 Jul 20, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 110,218 15,158 3.03% 3.03% 290 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 109,669 15,082 0.24% 0.24% 291 0 0.0% Q2 2026 Aug 07, 2026
Willis Johnson & Associates, Inc. History No change 109,498 15,059 0.84% 0.84% 292 0 0.0% Q2 2026 Aug 13, 2026
Traynor Capital Management, Inc. History No change 109,400 15,045 0.69% 0.69% 293 0 0.0% Q2 2026 Jul 22, 2026
Centerpoint Advisors, LLC History No change 109,316 15,034 4.27% 4.27% 294 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 109,028 14,994 0.69% 0.69% 295 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History Added to 102,740 14,988 0.19% 0.12% 296 +40,215 64.32% Q3 2026 Oct 08, 2026
CoreCap Advisors, LLC History Reduced 105,078 14,948 0.43% 0.56% 297 -32,924 -23.86% Q3 2026 Oct 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 105,839 14,556 0.41% 0.41% 298 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 104,901 14,426 0.51% 0.51% 299 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 104,891 14,425 0.24% 0.24% 300 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 104,476 14,368 0.26% 0.26% 301 0 0.0% Q2 2026 Jul 14, 2026
OPPENHEIMER & CO INC History No change 104,076 14,313 0.15% 0.15% 302 0 0.0% Q2 2026 Aug 03, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 103,353 14,214 6.71% 6.71% 303 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 101,654 13,980 0.26% 0.26% 304 0 0.0% Q2 2026 Aug 12, 2026
Lee, Kelleher & Klein Wealth Management History Added to 97,899 13,927 7.17% 6.66% 305 +5,302 5.73% Q3 2026 Oct 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 100,895 13,876 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
First Financial Bank - Trust Division History Added to 97,442 13,862 1.0% 0.94% 307 +1,979 2.07% Q3 2026 Oct 01, 2026
Financial Perspectives, Inc History No change 100,576 13,832 3.37% 3.37% 308 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 100,301 13,794 0.83% 0.83% 309 0 0.0% Q2 2026 Aug 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 99,338 13,661 3.09% 3.09% 310 0 0.0% Q2 2026 Aug 13, 2026
Forthright Family Wealth Advisory LLC History No change 98,809 13,589 7.69% 7.69% 311 0 0.0% Q2 2026 Jul 16, 2026
ASSOCIATED BANC-CORP History No change 98,426 13,536 0.32% 0.32% 312 0 0.0% Q2 2026 Jul 31, 2026
May Hill Capital, LLC History No change 98,075 13,488 2.82% 2.82% 313 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Management, LLC History No change 97,770 13,446 4.59% 4.59% 314 0 0.0% Q2 2026 Jul 07, 2026
Financial Advisors Network, Inc. History No change 96,750 13,305 1.63% 1.63% 315 0 0.0% Q2 2026 Aug 14, 2026
Horizon Family Wealth, Inc. History No change 96,677 13,295 6.07% 6.07% 316 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 95,945 13,195 0.06% 0.06% 317 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 95,869 13,184 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 13, 2026
North Berkeley Wealth Management, LLC History No change 95,414 13,122 5.3% 5.3% 319 0 0.0% Q2 2026 Jul 28, 2026
Arch Global Advisors, LLC History No change 93,931 12,918 5.72% 5.72% 320 0 0.0% Q2 2026 Aug 11, 2026
PEOPLES BANK /OH History No change 93,540 12,864 6.61% 6.61% 321 0 0.0% Q2 2026 Jul 27, 2026
Investment Advisory Group, LLC History No change 93,411 12,846 2.79% 2.79% 322 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 92,443 12,713 0.2% 0.2% 323 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 91,794 12,624 0.37% 0.37% 324 0 0.0% Q2 2026 Aug 11, 2026
Howard Capital Management, LLC History No change 90,755 12,481 0.15% 0.15% 325 0 0.0% Q2 2026 Jul 28, 2026
SigFig Wealth Management, LLC History Added to 87,199 12,404 0.31% 0.3% 326 +2,767 3.28% Q3 2026 Oct 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 89,586 12,320 0.04% 0.04% 327 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 90,538 12,316 9.43% 9.43% 328 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 89,051 12,247 2.93% 2.93% 329 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 89,040 12,245 0.11% 0.11% 330 0 0.0% Q2 2026 Jul 27, 2026
Pallas Capital Advisors LLC History No change 89,001 12,240 0.38% 0.38% 331 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 88,877 12,223 0.41% 0.41% 332 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 88,796 12,212 3.4% 3.4% 333 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 88,428 12,161 0.12% 0.12% 334 0 0.0% Q2 2026 Aug 05, 2026
PACIFIC FINANCIAL GROUP INC History No change 87,103 11,979 5.74% 5.74% 335 0 0.0% Q2 2026 Aug 13, 2026
SONATA CAPITAL GROUP INC History No change 86,593 11,909 3.84% 3.84% 336 0 0.0% Q2 2026 Jul 24, 2026
BKM Wealth Management, LLC History No change 86,516 11,898 4.21% 4.21% 337 0 0.0% Q2 2026 Jul 29, 2026
Broadview Financial Management, LLC History No change 86,311 11,870 7.25% 7.25% 338 0 0.0% Q2 2026 Aug 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 86,308 11,869 0.84% 0.84% 339 0 0.0% Q2 2026 Aug 07, 2026
Signature Wealth Management Partners, LLC History No change 86,070 11,837 5.52% 5.52% 340 0 0.0% Q2 2026 Jul 29, 2026
ELEMENT POINTE ADVISORS, LLC History No change 85,698 11,785 1.9% 1.9% 341 0 0.0% Q2 2026 Aug 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 85,687 11,784 0.23% 0.23% 342 0 0.0% Q2 2026 Jul 15, 2026
TSA Wealth Managment LLC History No change 85,460 11,753 3.32% 3.32% 343 0 0.0% Q2 2026 Aug 03, 2026
Landing Point Financial Group, LLC History No change 85,074 11,700 3.98% 3.98% 344 0 0.0% Q2 2026 Aug 06, 2026
Wellspring Financial Advisors, LLC History No change 85,038 11,695 0.77% 0.77% 345 0 0.0% Q2 2026 Jul 20, 2026
SGL Investment Advisors, Inc. History No change 82,316 11,668 4.02% 4.02% 346 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 84,501 11,621 0.24% 0.24% 347 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 83,956 11,546 0.08% 0.08% 348 0 0.0% Q2 2026 Aug 10, 2026
PKS Advisory Services, LLC History No change 83,860 11,533 1.84% 1.84% 349 0 0.0% Q2 2026 Aug 04, 2026
AtlasMark Financial, Inc History No change 83,781 11,522 5.67% 5.67% 350 0 0.0% Q2 2026 Aug 17, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 83,749 11,517 3.71% 3.71% 351 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 83,089 11,427 0.83% 0.83% 352 0 0.0% Q2 2026 Aug 14, 2026
Hobbs Wealth Management, LLC History No change 82,247 11,311 9.56% 9.56% 353 0 0.0% Q2 2026 Aug 06, 2026
Apeiron RIA LLC History Reduced 79,035 11,264 2.56% 2.88% 354 -2,560 -3.14% Q3 2026 Oct 08, 2026
Summit Financial, LLC History No change 81,882 11,261 0.12% 0.12% 355 0 0.0% Q2 2026 Aug 12, 2026
M1 Capital Management LLC History No change 81,752 11,243 4.15% 4.15% 356 0 0.0% Q2 2026 Aug 11, 2026
Tilson Financial Group, Inc. History No change 81,285 11,179 3.07% 3.07% 357 0 0.0% Q2 2026 Jul 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 80,728 11,102 2.7% 2.7% 358 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 80,275 11,040 1.42% 1.42% 359 0 0.0% Q2 2026 Aug 07, 2026
LiftPoint Family Wealth Advisors LLC History No change 79,508 10,934 7.41% 7.41% 360 0 0.0% Q2 2026 Aug 05, 2026
Polaris Investment Advisors, LLC History No change 79,223 10,895 6.98% 6.98% 361 0 0.0% Q2 2026 Jul 09, 2026
UNITED BANK History No change 79,127 10,882 1.28% 1.28% 362 0 0.0% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History No change 78,327 10,772 1.43% 1.43% 363 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 78,171 10,750 0.76% 0.76% 364 0 0.0% Q2 2026 Aug 07, 2026
Polianta Ltd History No change 78,000 10,727 1.33% 1.33% 365 0 0.0% Q2 2026 Jul 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 77,730 10,690 3.01% 3.01% 366 0 0.0% Q2 2026 Jul 24, 2026
Daviman Financial, LLC History No change 77,664 10,681 5.9% 5.9% 367 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 77,441 10,650 0.19% 0.19% 368 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 77,312 10,632 0.16% 0.16% 369 0 0.0% Q2 2026 Aug 05, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 92,942 10,512 5.98% 5.98% 370 0 0.0% Q2 2026 Aug 19, 2026
FRANKLIN RESOURCES INC History No change 75,789 10,423 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
Cosner Financial Group, LLC History No change 75,772 10,420 5.35% 5.35% 372 0 0.0% Q2 2026 Aug 10, 2026
A4 Wealth Advisors LLC History No change 75,578 10,394 6.89% 6.89% 373 0 0.0% Q2 2026 Jul 28, 2026
Soltis Investment Advisors LLC History No change 75,057 10,322 0.57% 0.57% 374 0 0.0% Q2 2026 Jul 31, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 74,976 10,311 0.13% 0.13% 375 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 74,030 10,181 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 73,444 10,100 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 10, 2026
BETO FINANCIAL GROUP, LLC History No change 74,669 10,057 5.28% 5.28% 378 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History Added to 69,671 9,911 1.56% 1.02% 379 +24,073 52.79% Q3 2026 Oct 09, 2026
Transcendent Capital Group LLC History No change 71,901 9,888 3.85% 3.85% 380 0 0.0% Q2 2026 Aug 05, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 71,625 9,850 2.31% 2.31% 381 0 0.0% Q2 2026 Jul 16, 2026
NorthRock Partners, LLC History No change 71,508 9,834 0.14% 0.14% 382 0 0.0% Q2 2026 Aug 11, 2026
Ellis Investment Partners, LLC History No change 71,299 9,805 1.49% 1.49% 383 0 0.0% Q2 2026 Aug 05, 2026
GC Wealth Management RIA, LLC History No change 70,508 9,696 0.56% 0.56% 384 0 0.0% Q2 2026 Jul 16, 2026
Frisch Financial Group, Inc. History No change 70,470 9,691 1.66% 1.66% 385 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Planning & Advisory Services Inc. History No change 70,464 9,690 4.34% 4.34% 386 0 0.0% Q2 2026 Jul 14, 2026
Next Capital Management LLC History No change 70,383 9,679 2.61% 2.61% 387 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 69,181 9,514 0.34% 0.34% 388 0 0.0% Q2 2026 Aug 14, 2026
Maia Wealth LLC History No change 69,178 9,514 1.4% 1.4% 389 0 0.0% Q2 2026 Jul 28, 2026
Gotham Asset Management, LLC History No change 68,716 9,450 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 14, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 68,611 9,436 0.95% 0.95% 391 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 65,212 9,384 1.35% 1.26% 392 -53 -0.08% Q3 2026 Oct 08, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 67,795 9,323 0.57% 0.57% 393 0 0.0% Q2 2026 Aug 07, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 67,776 9,321 5.96% 5.96% 394 0 0.0% Q2 2026 Aug 04, 2026
StoneX Group Inc. History No change 67,669 9,306 0.38% 0.38% 395 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 67,370 9,265 0.12% 0.12% 396 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 67,006 9,215 0.23% 0.23% 397 0 0.0% Q2 2026 Jul 29, 2026
AlTi Global, Inc. History No change 66,461 9,140 0.19% 0.19% 398 0 0.0% Q2 2026 Aug 05, 2026
CAPITAL ADVISORS INC/OK History No change 66,456 9,139 0.13% 0.13% 399 0 0.0% Q2 2026 Jul 22, 2026
Avestar Capital, LLC History No change 66,325 9,121 0.51% 0.51% 400 0 0.0% Q2 2026 Jul 29, 2026
Retirement Planning Group, LLC History No change 66,198 9,104 0.23% 0.23% 401 0 0.0% Q2 2026 Aug 05, 2026
Avid Wealth Partners LLC History No change 66,139 9,096 4.4% 4.4% 402 0 0.0% Q2 2026 Aug 03, 2026
Arvest Bank Trust Division History No change 65,641 9,027 0.44% 0.44% 403 0 0.0% Q2 2026 Aug 13, 2026
Lantz Financial LLC History No change 65,630 9,026 1.65% 1.65% 404 0 0.0% Q2 2026 Jul 09, 2026
Summit Investment Advisory Services, LLC History No change 65,519 9,010 2.26% 2.26% 405 0 0.0% Q2 2026 Jul 24, 2026
OpenArc Corporate Advisory, LLC History No change 65,330 8,984 0.11% 0.11% 406 0 0.0% Q2 2026 Aug 05, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 64,754 8,905 7.55% 7.55% 407 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Resources Advisor Group, Inc. History No change 64,552 8,877 7.51% 7.51% 408 0 0.0% Q2 2026 Jul 29, 2026
Gryphon Financial Partners LLC History No change 64,503 8,871 0.78% 0.78% 409 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 65,034 8,818 0.47% 0.47% 410 0 0.0% Q2 2026 Jul 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 63,562 8,741 0.9% 0.9% 411 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 64,066 8,711 1.1% 1.1% 412 0 0.0% Q2 2026 Jul 29, 2026
CORE WEALTH ADVISORS, LLC History No change 62,711 8,624 6.35% 6.35% 413 0 0.0% Q2 2026 Aug 04, 2026
CARRET ASSET MANAGEMENT, LLC History No change 62,234 8,558 0.75% 0.75% 414 0 0.0% Q2 2026 Aug 04, 2026
ARWA LLC History No change 62,533 8,520 3.53% 3.53% 415 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Advisor Solutions, LLC History No change 61,809 8,500 0.07% 0.07% 416 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 61,786 8,497 0.16% 0.16% 417 0 0.0% Q2 2026 Jul 15, 2026
CONNING INC. History No change 61,779 8,496 0.25% 0.25% 418 0 0.0% Q2 2026 Jul 30, 2026
WealthPLAN Partners, LLC History No change 61,627 8,475 1.62% 1.62% 419 0 0.0% Q2 2026 Jul 28, 2026
Tradition Wealth Management, LLC History No change 61,436 8,449 0.52% 0.52% 420 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Advisors, LLC History No change 60,389 8,305 2.12% 2.12% 421 0 0.0% Q2 2026 Aug 06, 2026
Advus Financial Partners, LLC History No change 59,682 8,208 2.34% 2.34% 422 0 0.0% Q2 2026 Oct 02, 2026
Belpointe Asset Management LLC History No change 59,300 8,155 0.27% 0.27% 423 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 58,555 8,053 1.25% 1.25% 424 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 58,379 8,028 0.81% 0.81% 425 0 0.0% Q2 2026 Jul 21, 2026
Goelzer Investment Management, Inc. History No change 58,230 8,008 0.35% 0.35% 426 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 57,917 7,970 0.12% 0.12% 427 0 0.0% Q2 2026 Jul 15, 2026
SAPIENT CAPITAL LLC History No change 55,941 7,958 0.11% 0.1% 428 0 0.0% Q3 2026 Oct 08, 2026
Asset One Wealth Management LLC History No change 57,425 7,956 0.84% 0.84% 429 0 0.0% Q2 2026 Aug 13, 2026
Cranbrook Wealth Management, LLC History No change 57,306 7,881 1.47% 1.47% 430 0 0.0% Q2 2026 Aug 06, 2026
B.O.S.S. Retirement Advisors, LLC History No change 57,195 7,865 2.12% 2.12% 431 0 0.0% Q2 2026 Jul 20, 2026
BTC Capital Management, Inc. History No change 57,140 7,858 0.48% 0.48% 432 0 0.0% Q2 2026 Jul 16, 2026
KICKSTAND VENTURES, LLC. History No change 56,920 7,828 1.42% 1.42% 433 0 0.0% Q2 2026 Jul 30, 2026
Retirement Wealth Solutions LLC History Added to 54,962 7,818 4.13% 3.82% 434 +4,549 9.02% Q3 2026 Oct 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 56,694 7,797 0.42% 0.42% 435 0 0.0% Q2 2026 Aug 06, 2026
Shared Vision Wealth Group LLC History No change 56,659 7,792 2.68% 2.68% 436 0 0.0% Q2 2026 Jul 31, 2026
MSH Capital Advisors LLC History No change 56,635 7,789 1.35% 1.35% 437 0 0.0% Q2 2026 Aug 10, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 56,445 7,762 3.2% 3.2% 438 0 0.0% Q2 2026 Jul 16, 2026
Adirondack Capital Advisors, LLC History Added to 54,485 7,750 4.0% 3.32% 439 +9,410 20.88% Q3 2026 Oct 09, 2026
Heritage Wealth Advisors History No change 56,324 7,746 0.27% 0.27% 440 0 0.0% Q2 2026 Aug 14, 2026
Narwhal Capital Management History No change 56,000 7,701 0.53% 0.53% 441 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 55,812 7,675 1.84% 1.84% 442 0 0.0% Q2 2026 Jul 09, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 55,694 7,659 1.91% 1.91% 443 0 0.0% Q2 2026 Jul 24, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 55,397 7,618 4.37% 4.37% 444 0 0.0% Q2 2026 Jul 15, 2026
INVESTMENT PARTNERS, LTD. History No change 55,092 7,576 2.37% 2.37% 445 0 0.0% Q2 2026 Aug 04, 2026
Compton Wealth Advisory Group, LLC History No change 55,056 7,536 1.52% 1.52% 446 0 0.0% Q2 2026 Jul 21, 2026
Evercore Wealth Management, LLC History No change 54,595 7,508 0.11% 0.11% 447 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 54,468 7,490 0.14% 0.14% 448 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 54,445 7,488 0.29% 0.29% 449 0 0.0% Q2 2026 Aug 17, 2026
FORMULATE FINANCIAL LLC History No change 54,414 7,483 7.88% 7.88% 450 0 0.0% Q2 2026 Jul 31, 2026
Strategic Blueprint, LLC History No change 53,943 7,418 0.37% 0.37% 451 0 0.0% Q2 2026 Jul 23, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 53,823 7,402 1.16% 1.16% 452 0 0.0% Q2 2026 Jul 15, 2026
Kapstone Financial Advisors LLC History No change 53,760 7,393 3.1% 3.1% 453 0 0.0% Q2 2026 Aug 07, 2026
Ascent Wealth Partners, LLC History No change 53,653 7,378 0.74% 0.74% 454 0 0.0% Q2 2026 Jul 31, 2026
Barnes Wealth Management Group, Inc History No change 53,517 7,360 3.4% 3.4% 455 0 0.0% Q2 2026 Jul 24, 2026
RIK SAYLOR FINANCIAL, INC. History No change 53,005 7,289 4.83% 4.83% 456 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 52,946 7,281 0.4% 0.4% 457 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 52,898 7,275 1.63% 1.63% 458 0 0.0% Q2 2026 Jul 27, 2026
Hoxton Planning & Management, LLC History No change 52,739 7,253 1.89% 1.89% 459 0 0.0% Q2 2026 Jul 16, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 52,602 7,234 0.58% 0.58% 460 0 0.0% Q2 2026 Aug 07, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 52,060 7,159 6.18% 6.18% 461 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 51,836 7,128 0.36% 0.36% 462 0 0.0% Q2 2026 Jul 16, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 51,830 7,128 0.43% 0.43% 463 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 51,685 7,108 0.31% 0.31% 464 0 0.0% Q2 2026 Aug 03, 2026
Sharp Wealth Advisory, LLC History No change 51,506 7,083 3.28% 3.28% 465 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 51,461 7,077 0.09% 0.09% 466 0 0.0% Q2 2026 Jul 24, 2026
Midwest Trust Co History No change 51,189 7,040 0.08% 0.08% 467 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History Reduced 49,258 7,007 0.81% 0.81% 468 -692 -1.39% Q3 2026 Oct 08, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50,909 7,001 1.43% 1.43% 469 0 0.0% Q2 2026 Jul 23, 2026
CROBAN History No change 50,538 6,950 3.06% 3.06% 470 0 0.0% Q2 2026 Aug 03, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 50,187 6,902 1.55% 1.55% 471 0 0.0% Q2 2026 Aug 07, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 50,150 6,897 0.88% 0.88% 472 0 0.0% Q2 2026 Aug 25, 2026
Integrity Advisory Solutions, LLC History No change 50,084 6,888 0.71% 0.71% 473 0 0.0% Q2 2026 Jul 31, 2026
RKL Wealth Management LLC History No change 50,059 6,884 0.55% 0.55% 474 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 49,890 6,861 0.31% 0.31% 475 0 0.0% Q2 2026 Aug 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 49,726 6,838 0.4% 0.4% 476 0 0.0% Q2 2026 Jul 15, 2026
Aptus Capital Advisors, LLC History No change 49,682 6,832 0.05% 0.05% 477 0 0.0% Q2 2026 Aug 12, 2026
Chatterton & Associates Inc. History No change 49,446 6,812 4.01% 4.01% 478 0 0.0% Q2 2026 Jul 14, 2026
Old Mission Investment Co LLC History No change 49,441 6,799 1.41% 1.41% 479 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Planning LLC History No change 49,416 6,796 3.01% 3.01% 480 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 49,405 6,794 0.22% 0.22% 481 0 0.0% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History No change 48,847 6,718 0.06% 0.06% 482 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 48,385 6,654 0.14% 0.14% 483 0 0.0% Q2 2026 Aug 03, 2026
IHT Wealth Management, LLC History No change 48,317 6,645 0.14% 0.14% 484 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 48,168 6,624 0.11% 0.11% 485 0 0.0% Q2 2026 Jul 17, 2026
Waterway Wealth Management, LLC History No change 48,075 6,611 1.35% 1.35% 486 0 0.0% Q2 2026 Jul 13, 2026
Quotient Wealth Partners, LLC History No change 47,679 6,557 0.15% 0.15% 487 0 0.0% Q2 2026 Aug 03, 2026
NTV ASSET MANAGEMENT LLC History No change 47,612 6,548 0.64% 0.64% 488 0 0.0% Q2 2026 Aug 05, 2026
SIMON QUICK ADVISORS, LLC History No change 47,588 6,544 0.26% 0.26% 489 0 0.0% Q2 2026 Jul 28, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 47,573 6,542 1.71% 1.71% 490 0 0.0% Q2 2026 Jul 13, 2026
NWAM LLC History No change 47,402 6,519 0.33% 0.33% 491 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 47,285 6,503 0.08% 0.08% 492 0 0.0% Q2 2026 Jul 20, 2026
Winthrop Advisory Group LLC History No change 46,877 6,446 0.43% 0.43% 493 0 0.0% Q2 2026 Jul 17, 2026
St. Clair Advisors, LLC History No change 46,660 6,417 1.65% 1.65% 494 0 0.0% Q2 2026 Jul 06, 2026
Yanni & Associates Investment Advisors, LLC History No change 46,063 6,335 5.85% 5.85% 495 0 0.0% Q2 2026 Jul 08, 2026
Stordahl Capital Management, Inc. History No change 45,976 6,323 1.16% 1.16% 496 0 0.0% Q2 2026 Jul 14, 2026
FFG RETIREMENT ADVISORS LLC History No change 45,750 6,291 3.33% 3.33% 497 0 0.0% Q2 2026 Jul 09, 2026
Resolute Wealth Strategies, LLC History No change 45,624 6,274 2.43% 2.43% 498 0 0.0% Q2 2026 Aug 12, 2026
J. Mark Nickell & Co. History No change 45,096 6,202 4.95% 4.95% 499 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 45,591 6,182 0.2% 0.2% 500 0 0.0% Q2 2026 Aug 12, 2026
49 WEALTH MANAGEMENT, LLC History No change 44,787 6,159 1.17% 1.17% 501 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 44,787 6,159 1.17% 1.17% 502 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 44,762 6,156 0.07% 0.07% 503 0 0.0% Q2 2026 Aug 18, 2026
FLAGSTAR SECURITIES, INC History No change 44,589 6,132 1.85% 1.85% 504 0 0.0% Q2 2026 Jul 15, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 44,349 6,099 0.15% 0.15% 505 0 0.0% Q2 2026 Jul 31, 2026
LPWM LLC History No change 44,192 6,077 1.35% 1.35% 506 0 0.0% Q2 2026 Jul 24, 2026
Thomasville National Bank History No change 44,117 6,067 0.33% 0.33% 507 0 0.0% Q2 2026 Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 44,026 6,055 0.29% 0.29% 508 0 0.0% Q2 2026 Jul 23, 2026
XML Financial, LLC History No change 44,004 6,051 0.44% 0.44% 509 0 0.0% Q2 2026 Jul 24, 2026
Faithward Advisors, LLC History No change 43,946 6,043 0.74% 0.74% 510 0 0.0% Q2 2026 Aug 12, 2026
WEALTHGARDEN F.S. LLC History No change 43,556 5,990 3.4% 3.4% 511 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 43,353 5,962 1.88% 1.88% 512 0 0.0% Q2 2026 Aug 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 43,325 5,958 0.07% 0.07% 513 0 0.0% Q2 2026 Aug 07, 2026
Redwood Investment Management, LLC History No change 43,158 5,936 0.59% 0.59% 514 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Nicholas Hunter History No change 42,933 5,904 1.62% 1.62% 515 0 0.0% Q2 2026 Aug 14, 2026
Rollins Financial Advisors, LLC History No change 42,747 5,879 0.77% 0.77% 516 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 42,722 5,875 0.41% 0.41% 517 0 0.0% Q2 2026 Jul 07, 2026
GTS SECURITIES LLC History No change 42,407 5,835 0.12% 0.12% 518 0 0.0% Q2 2026 Aug 14, 2026
Gallacher Capital Management LLC History No change 42,293 5,816 3.26% 3.26% 519 0 0.0% Q2 2026 Jul 16, 2026
Valeo Financial Advisors, LLC History Added to 40,768 5,799 0.12% 0.12% 520 +260 0.64% Q3 2026 Oct 08, 2026
Meridian Wealth Advisors, LLC History No change 41,945 5,768 0.66% 0.66% 521 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 41,589 5,719 0.37% 0.37% 522 0 0.0% Q2 2026 Jul 27, 2026
Calamos Advisors LLC History No change 41,520 5,710 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 31, 2026
United Bank History No change 41,523 5,710 1.74% 1.74% 524 0 0.0% Q2 2026 Aug 10, 2026
Financial & Tax Architects, LLC History No change 41,460 5,701 1.2% 1.2% 525 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 41,437 5,698 0.29% 0.29% 526 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 41,296 5,679 1.79% 1.79% 527 0 0.0% Q2 2026 Jul 31, 2026
71 West Capital Partners History No change 41,253 5,673 0.2% 0.2% 528 0 0.0% Q2 2026 Aug 04, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 41,195 5,665 1.74% 1.74% 529 0 0.0% Q2 2026 Jul 29, 2026
Sterling Group Wealth Management, LLC History No change 41,186 5,664 2.32% 2.32% 530 0 0.0% Q2 2026 Aug 03, 2026
Davis Wealth Advisors, LLC History No change 41,049 5,645 4.37% 4.37% 531 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 40,945 5,631 0.18% 0.18% 532 0 0.0% Q2 2026 Jul 30, 2026
Concorde Asset Management, LLC History No change 40,897 5,624 3.25% 3.25% 533 0 0.0% Q2 2026 Aug 18, 2026
Guardian Wealth Advisors, LLC History No change 40,430 5,560 2.78% 2.78% 534 0 0.0% Q2 2026 Aug 05, 2026
ARVEST INVESTMENTS, INC. History No change 40,238 5,533 0.67% 0.67% 535 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 40,167 5,524 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 14, 2026
R. W. Roge & Company, Inc. History No change 40,070 5,510 2.3% 2.3% 537 0 0.0% Q2 2026 Jul 31, 2026
Turtle Creek Wealth Advisors, LLC History No change 39,741 5,465 0.29% 0.29% 538 0 0.0% Q2 2026 Jul 27, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 39,381 5,416 0.2% 0.2% 539 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 39,332 5,409 0.08% 0.08% 540 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 38,985 5,361 0.26% 0.26% 541 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 36,770 5,230 0.49% 0.48% 542 -486 -1.3% Q3 2026 Oct 08, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 36,519 5,195 0.3% 0.3% 543 -899 -2.4% Q3 2026 Oct 09, 2026
Smithfield Trust Co History No change 37,776 5,192 0.21% 0.21% 544 0 0.0% Q2 2026 Aug 05, 2026
Commonwealth Retirement Investments LLC History No change 37,688 5,183 1.41% 1.41% 545 0 0.0% Q2 2026 Aug 03, 2026
Sierra Capital LLC History No change 37,532 5,161 0.5% 0.5% 546 0 0.0% Q2 2026 Aug 13, 2026
Alta Wealth Advisors LLC History No change 36,780 5,058 1.37% 1.37% 547 0 0.0% Q2 2026 Jul 30, 2026
WealthPoint Financial, LLC History No change 36,630 5,037 3.67% 3.67% 548 0 0.0% Q2 2026 Aug 06, 2026
Great Point Wealth Advisors, LLC History No change 36,522 5,022 0.81% 0.81% 549 0 0.0% Q2 2026 Jul 23, 2026
Kraft, Davis & Associates, LLC History No change 36,801 4,997 1.04% 1.04% 550 0 0.0% Q2 2026 Jul 09, 2026
Rossmore Private Capital History No change 36,227 4,982 0.4% 0.4% 551 0 0.0% Q2 2026 Jul 31, 2026
SACKS & ASSOCIATES, LLC History Reduced 34,940 4,970 3.47% 3.21% 552 -199 -0.57% Q3 2026 Oct 09, 2026
BLALOCK WILLIAMS, LLC History No change 35,835 4,928 3.19% 3.19% 553 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Management, Inc. History No change 35,664 4,904 1.5% 1.5% 554 0 0.0% Q2 2026 Jul 15, 2026
CWC Advisors, LLC. History No change 35,590 4,894 2.17% 2.17% 555 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial Consulting LLC History No change 35,572 4,892 3.32% 3.32% 556 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 35,555 4,889 0.19% 0.19% 557 0 0.0% Q2 2026 Jul 20, 2026
Procyon Advisors, LLC History No change 35,466 4,877 0.21% 0.21% 558 0 0.0% Q2 2026 Jul 09, 2026
Wedmont Private Capital History Added to 33,813 4,872 0.12% 0.12% 559 +991 3.02% Q3 2026 Oct 09, 2026
SIMA Wealth Partners, LLC History No change 35,338 4,860 3.44% 3.44% 560 0 0.0% Q2 2026 Jul 28, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 35,288 4,853 1.71% 1.71% 561 0 0.0% Q2 2026 Jul 30, 2026
EHRLICH FINANCIAL GROUP History No change 35,256 4,848 2.49% 2.49% 562 0 0.0% Q2 2026 Jul 09, 2026
Private Advisory Group LLC History No change 35,041 4,819 0.26% 0.26% 563 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 35,035 4,818 0.6% 0.6% 564 0 0.0% Q2 2026 Jul 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 35,000 4,813 1.74% 1.74% 565 0 0.0% Q2 2026 Aug 07, 2026
RTD Financial Advisors, Inc. History Reduced 33,683 4,791 0.52% 0.51% 566 -44 -0.13% Q3 2026 Oct 09, 2026
Keenan, LLC History No change 34,758 4,780 3.38% 3.38% 567 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS INC /AR/ History No change 34,633 4,763 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 29, 2026
Keystone Wealth Services, LLC History No change 34,315 4,719 0.88% 0.88% 569 0 0.0% Q2 2026 Aug 05, 2026
Almanack Investment Partners, LLC. History No change 34,233 4,708 0.6% 0.6% 570 0 0.0% Q2 2026 Jul 30, 2026
G&S Capital LLC History No change 33,959 4,670 1.35% 1.35% 571 0 0.0% Q2 2026 Jul 10, 2026
S&CO INC History No change 33,695 4,634 0.27% 0.27% 572 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 33,700 4,634 0.42% 0.42% 573 0 0.0% Q2 2026 Jul 22, 2026
LifePlan Investment Advisors, Inc. History No change 33,691 4,633 1.59% 1.59% 574 0 0.0% Q2 2026 Aug 11, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 33,506 4,608 1.92% 1.92% 575 0 0.0% Q2 2026 Jul 14, 2026
Haverford Trust Co History No change 33,483 4,604 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History Added to 32,352 4,602 0.55% 0.51% 577 +1,610 5.24% Q3 2026 Oct 08, 2026
Diversified Portfolios, Inc. History No change 33,442 4,599 0.33% 0.33% 578 0 0.0% Q2 2026 Aug 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 33,362 4,588 0.04% 0.04% 579 0 0.0% Q2 2026 Sep 23, 2026
Mason & Associates, LLC History No change 33,204 4,566 0.95% 0.95% 580 0 0.0% Q2 2026 Jul 14, 2026
Koshinski Asset Management, Inc. History No change 33,070 4,548 0.24% 0.24% 581 0 0.0% Q2 2026 Jul 27, 2026
ZENITH SOLUTIONS, INC. History No change 32,956 4,532 4.11% 4.11% 582 0 0.0% Q2 2026 Aug 03, 2026
17 CAPITAL PARTNERS, LLC History No change 32,775 4,507 2.03% 2.03% 583 0 0.0% Q2 2026 Aug 06, 2026
SWP FINANCIAL LLC History No change 32,338 4,447 2.06% 2.06% 584 0 0.0% Q2 2026 Jul 24, 2026
Capital Advantage, Inc. History No change 32,210 4,429 0.54% 0.54% 585 0 0.0% Q2 2026 Jul 13, 2026
WBH ADVISORY INC History No change 32,058 4,408 0.3% 0.3% 586 0 0.0% Q2 2026 Aug 05, 2026
Peregrine Asset Advisers, Inc. History No change 32,049 4,407 0.96% 0.96% 587 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 31,949 4,393 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 03, 2026
Florin Court Capital LLP History No change 31,900 4,387 7.17% 7.17% 589 0 0.0% Q2 2026 Aug 04, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 31,636 4,350 1.89% 1.89% 590 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 31,595 4,345 0.09% 0.09% 591 0 0.0% Q2 2026 Jul 17, 2026
Asset Management Group, Inc. History No change 31,423 4,321 0.63% 0.63% 592 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 31,298 4,304 0.21% 0.21% 593 0 0.0% Q2 2026 Jul 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 31,010 4,266 1.13% 1.13% 594 0 0.0% Q2 2026 Jul 30, 2026
Gray Private Wealth, LLC History No change 31,014 4,265 1.84% 1.84% 595 0 0.0% Q2 2026 Jul 24, 2026
JT Stratford LLC History No change 30,964 4,258 0.47% 0.47% 596 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 31,029 4,256 0.2% 0.2% 597 0 0.0% Q2 2026 Jul 28, 2026
Pathway Financial Advisors LLC History No change 29,821 4,242 0.47% 0.47% 598 0 0.0% Q3 2026 Oct 07, 2026
Round Rock Advisors LLC History No change 30,832 4,240 0.55% 0.55% 599 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History No change 30,769 4,230 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 03, 2026
NOTTINGHAM ADVISORS, INC. History No change 31,203 4,227 0.5% 0.5% 601 0 0.0% Q2 2026 Jul 27, 2026
BCU Wealth Advisors, LLC History No change 30,732 4,226 1.4% 1.4% 602 0 0.0% Q2 2026 Jul 14, 2026
FIRST TRUST ADVISORS LP History No change 30,655 4,215 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 30,633 4,212 0.05% 0.05% 604 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History Added to 29,470 4,192 0.06% 0.06% 605 +2,437 9.01% Q3 2026 Oct 05, 2026
Heritage Trust Co History No change 30,079 4,136 0.36% 0.36% 606 0 0.0% Q2 2026 Aug 06, 2026
Hirtle & Co., LLC History No change 29,947 4,118 0.14% 0.14% 607 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 29,909 4,113 0.06% 0.06% 608 0 0.0% Q2 2026 Aug 18, 2026
Tempus Wealth Planning, LLC History No change 29,874 4,108 0.8% 0.8% 609 0 0.0% Q2 2026 Jul 22, 2026
Asempa Wealth Advisors History Reduced 28,815 4,107 3.13% 2.96% 610 -94 -0.33% Q3 2026 Oct 07, 2026
Bouvel Investment Partners, LLC History No change 29,842 4,104 0.93% 0.93% 611 0 0.0% Q2 2026 Jul 17, 2026
JANE STREET GROUP, LLC History No change 29,500 4,057 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 14, 2026
GenWealth Group, Inc. History No change 29,501 4,057 0.63% 0.63% 613 0 0.0% Q2 2026 Jul 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 29,406 4,044 1.5% 1.5% 614 0 0.0% Q2 2026 Jul 21, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 29,299 4,029 1.99% 1.99% 615 0 0.0% Q2 2026 Aug 13, 2026
Quantum Portfolio Management LLC History No change 29,223 4,019 1.44% 1.44% 616 0 0.0% Q2 2026 Aug 14, 2026
StoneCrest Wealth Management, Inc. History No change 29,142 4,007 1.28% 1.28% 617 0 0.0% Q2 2026 Jul 09, 2026
Nolet Wealth Management, LLC History No change 28,970 3,984 2.2% 2.2% 618 0 0.0% Q2 2026 Jul 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 28,959 3,982 0.06% 0.06% 619 0 0.0% Q2 2026 Jul 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 28,825 3,964 0.34% 0.34% 620 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History No change 28,716 3,949 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 10, 2026
Baron Wealth Management LLC History No change 28,624 3,936 1.02% 1.02% 622 0 0.0% Q2 2026 Jul 07, 2026
PGIM Custom Harvest LLC History No change 28,575 3,929 0.05% 0.05% 623 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 28,533 3,924 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 04, 2026
Matthew Goff Investment Advisor, LLC History No change 28,385 3,903 0.66% 0.66% 625 0 0.0% Q2 2026 Jul 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 28,312 3,893 0.26% 0.26% 626 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 28,247 3,884 0.31% 0.31% 627 0 0.0% Q2 2026 Jul 28, 2026
Compound Planning, Inc. History No change 28,209 3,879 0.1% 0.1% 628 0 0.0% Q2 2026 Aug 04, 2026
Venturi Wealth Management, LLC History No change 28,192 3,877 0.15% 0.15% 629 0 0.0% Q2 2026 Jul 20, 2026
Truepoint, Inc. History No change 28,173 3,874 0.08% 0.08% 630 0 0.0% Q2 2026 Jul 31, 2026
ROGCO, LP History No change 28,170 3,874 1.19% 1.19% 631 0 0.0% Q2 2026 Jul 30, 2026
Mosley Wealth Management History No change 28,039 3,856 1.23% 1.23% 632 0 0.0% Q2 2026 Jul 23, 2026
Capital Square, LLC History No change 27,769 3,848 1.69% 1.69% 633 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 27,952 3,844 0.82% 0.82% 634 0 0.0% Q2 2026 Jul 01, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 27,939 3,842 0.23% 0.23% 635 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 27,880 3,834 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 11, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 27,829 3,827 0.31% 0.31% 637 0 0.0% Q2 2026 Aug 05, 2026
Coign Capital Advisors LLC History No change 27,806 3,824 1.72% 1.72% 638 0 0.0% Q2 2026 Jul 29, 2026
BOSTON FAMILY OFFICE LLC History No change 27,424 3,772 0.23% 0.23% 639 0 0.0% Q2 2026 Aug 12, 2026
Yukon Wealth Management, Inc. History No change 27,430 3,772 1.08% 1.08% 640 0 0.0% Q2 2026 Aug 14, 2026
Decker Wealth Management LLC History No change 26,444 3,761 0.76% 0.77% 641 0 0.0% Q3 2026 Oct 09, 2026
Mattern Wealth Management LLC History No change 27,280 3,751 0.62% 0.62% 642 0 0.0% Q2 2026 Jul 23, 2026
5T Wealth, LLC History No change 27,100 3,726 1.39% 1.39% 643 0 0.0% Q2 2026 Jul 21, 2026
NBH Bank History No change 27,039 3,718 1.57% 1.57% 644 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 26,750 3,678 0.1% 0.1% 645 0 0.0% Q2 2026 Aug 03, 2026
Fairvoy Private Wealth, LLC History No change 26,569 3,654 0.74% 0.74% 646 0 0.0% Q2 2026 Jul 17, 2026
Magnus Financial Group LLC History No change 26,535 3,649 0.26% 0.26% 647 0 0.0% Q2 2026 Jul 09, 2026
Commonwealth Financial Services, LLC History No change 26,503 3,644 0.49% 0.49% 648 0 0.0% Q2 2026 Jul 15, 2026
OMNI 360 Wealth, Inc. History No change 26,494 3,643 1.68% 1.68% 649 0 0.0% Q2 2026 Jul 13, 2026
Choate Investment Advisors History No change 26,438 3,636 0.06% 0.06% 650 0 0.0% Q2 2026 Aug 11, 2026
Madrid Wealth Management, LLC History No change 26,416 3,633 2.38% 2.38% 651 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 26,324 3,620 0.17% 0.17% 652 0 0.0% Q2 2026 Jul 28, 2026
Atlas Brown,Inc. History Added to 25,405 3,614 0.95% 0.92% 653 +456 1.83% Q3 2026 Oct 09, 2026
Montecito Bank & Trust History No change 25,254 3,592 0.54% 0.52% 654 0 0.0% Q3 2026 Oct 01, 2026
TME FINANCIAL, INC. History No change 26,050 3,582 2.21% 2.21% 655 0 0.0% Q2 2026 Jul 23, 2026
AMG National Trust Bank History No change 25,998 3,575 0.07% 0.07% 656 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 25,938 3,567 0.07% 0.07% 657 0 0.0% Q2 2026 Jul 30, 2026
Embree Financial Group History No change 25,940 3,567 0.36% 0.36% 658 0 0.0% Q2 2026 Jul 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 25,781 3,546 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 25,683 3,532 0.18% 0.18% 660 0 0.0% Q2 2026 Aug 10, 2026
SMART Wealth LLC History No change 25,649 3,527 0.76% 0.76% 661 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 25,498 3,506 0.57% 0.57% 662 0 0.0% Q2 2026 Jul 24, 2026
COFG Advisors, LLC History No change 25,498 3,506 0.61% 0.61% 663 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 25,401 3,493 0.12% 0.12% 664 0 0.0% Q2 2026 Jul 24, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 25,373 3,489 0.17% 0.17% 665 0 0.0% Q2 2026 Jul 20, 2026
Schneider Downs Wealth Management Advisors, LP History No change 25,287 3,477 0.33% 0.33% 666 0 0.0% Q2 2026 Aug 05, 2026
Fonville Wealth Management LLC History No change 25,122 3,454 0.56% 0.56% 667 0 0.0% Q2 2026 Jul 28, 2026
Ballentine Partners, LLC History No change 25,109 3,453 0.04% 0.04% 668 0 0.0% Q2 2026 Jul 17, 2026
J.M. Arbour, LLC History No change 25,089 3,450 2.97% 2.97% 669 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 25,000 3,438 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 24,896 3,423 0.28% 0.28% 671 0 0.0% Q2 2026 Aug 06, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 24,844 3,416 0.44% 0.44% 672 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 24,799 3,410 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 07, 2026
FORM Wealth Advisors, LLC History No change 24,780 3,407 0.37% 0.37% 674 0 0.0% Q2 2026 Jul 10, 2026
Kinetic Wealth Investment Advisors LLC History No change 24,747 3,403 1.6% 1.6% 675 0 0.0% Q2 2026 Sep 02, 2026
Interchange Capital Partners, LLC History No change 24,710 3,398 0.64% 0.64% 676 0 0.0% Q2 2026 Jul 20, 2026
Arete Wealth Advisors, LLC History No change 24,645 3,389 0.22% 0.22% 677 0 0.0% Q2 2026 Aug 12, 2026
Asset Allocation Strategies LLC History No change 24,560 3,377 0.52% 0.52% 678 0 0.0% Q2 2026 Aug 17, 2026
MFA Wealth Services History No change 24,550 3,376 2.02% 2.02% 679 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 24,453 3,363 0.08% 0.08% 680 0 0.0% Q2 2026 Aug 11, 2026
Certified Advisory Corp History No change 24,436 3,360 0.27% 0.27% 681 0 0.0% Q2 2026 Jul 16, 2026
Sage Investment Advisers LLC History No change 24,338 3,347 2.25% 2.25% 682 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 24,256 3,335 0.23% 0.23% 683 0 0.0% Q2 2026 Jul 20, 2026
EARNED WEALTH ADVISORS, LLC History No change 24,210 3,329 0.21% 0.21% 684 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 24,189 3,326 0.05% 0.05% 685 0 0.0% Q2 2026 Jul 14, 2026
Cassilly Financial Group LLC History Added to 23,338 3,320 2.23% 2.25% 686 +777 3.44% Q3 2026 Oct 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 24,106 3,315 0.16% 0.16% 687 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 23,134 3,291 0.09% 0.17% 688 -22,628 -49.45% Q3 2026 Oct 08, 2026
Texas Capital Bank Wealth Management Services Inc History No change 23,928 3,290 0.18% 0.18% 689 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 23,913 3,288 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 12, 2026
Bluespring Wealth Management, LLC History No change 23,845 3,279 0.06% 0.06% 691 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 23,841 3,278 0.09% 0.09% 692 0 0.0% Q2 2026 Jul 17, 2026
Stablepoint Partners, LLC History No change 23,800 3,273 0.45% 0.45% 693 0 0.0% Q2 2026 Jul 09, 2026
Asset Management One Co., Ltd. History No change 23,700 3,259 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 28, 2026
Lakeshore Financial Planning, Inc. History No change 23,601 3,245 1.04% 1.04% 695 0 0.0% Q2 2026 Jul 13, 2026
Merkkuri Wealth Advisors LLC History No change 23,555 3,239 2.01% 2.01% 696 0 0.0% Q2 2026 Jul 27, 2026
Sound Income Strategies, LLC History Reduced 22,403 3,228 0.14% 0.17% 697 -5,707 -20.3% Q3 2026 Oct 09, 2026
NORTHLAND SECURITIES, INC. History No change 23,438 3,223 1.88% 1.88% 698 0 0.0% Q2 2026 Aug 04, 2026
Unify Financial Advisors History No change 23,344 3,210 2.96% 2.96% 699 0 0.0% Q2 2026 Jul 21, 2026
Lighthouse Financial LLC History No change 23,214 3,192 1.65% 1.65% 700 0 0.0% Q2 2026 Aug 13, 2026
SUTTON PLACE INVESTORS LLC History No change 23,143 3,182 1.54% 1.54% 701 0 0.0% Q2 2026 Aug 06, 2026
POWER WEALTH MANAGEMENT LLC History No change 23,138 3,182 1.09% 1.09% 702 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO History No change 23,189 3,179 0.03% 0.03% 703 0 0.0% Q2 2026 Jul 27, 2026
HBK Sorce Advisory LLC History No change 22,441 3,169 0.06% 0.06% 704 0 0.0% Q2 2026 Aug 06, 2026
BridgePort Financial Solutions, LLC History No change 23,012 3,164 0.81% 0.81% 705 0 0.0% Q2 2026 Jul 24, 2026
1ST SOURCE BANK History No change 22,829 3,139 0.14% 0.14% 706 0 0.0% Q2 2026 Aug 06, 2026
DIVERSIFIED MANAGEMENT INC History Added to 22,060 3,138 0.55% 0.65% 707 +11 0.05% Q3 2026 Oct 08, 2026
Hudson Capital Management LLC History No change 22,754 3,129 0.76% 0.76% 708 0 0.0% Q2 2026 Jul 14, 2026
RiverFront Investment Group, LLC History No change 22,637 3,113 0.04% 0.04% 709 0 0.0% Q2 2026 Jul 29, 2026
Two West Capital Advisors LLC History No change 23,119 3,113 1.55% 1.55% 710 0 0.0% Q2 2026 Jul 22, 2026
NWF Advisory Services Inc. History No change 22,601 3,108 0.29% 0.29% 711 0 0.0% Q2 2026 Jul 29, 2026
CCG WEALTH MANAGEMENT, LLC History No change 22,494 3,093 0.72% 0.72% 712 0 0.0% Q2 2026 Aug 07, 2026
Northwest Bancshares, Inc. History No change 22,381 3,078 0.55% 0.55% 713 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 22,265 3,062 1.76% 1.76% 714 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 22,227 3,056 0.09% 0.09% 715 0 0.0% Q2 2026 Aug 04, 2026
Woodward Financial Advisors, Inc. History No change 22,221 3,056 1.02% 1.02% 716 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 22,313 3,054 0.18% 0.18% 717 0 0.0% Q2 2026 Jul 22, 2026
Forum Financial Management, LP History No change 22,201 3,053 0.04% 0.04% 718 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 22,161 3,047 1.62% 1.62% 719 0 0.0% Q2 2026 Aug 10, 2026
True Freedom Investing, LLC History No change 26,946 3,047 0.24% 0.24% 720 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 22,154 3,046 0.26% 0.26% 721 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 22,146 3,045 0.07% 0.07% 722 0 0.0% Q2 2026 Aug 05, 2026
Security National Bank History No change 22,031 3,029 0.36% 0.36% 723 0 0.0% Q2 2026 Jul 15, 2026
Sandhill Capital Partners LLC History No change 21,938 3,017 0.25% 0.25% 724 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 21,831 3,002 0.32% 0.32% 725 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 21,835 3,002 0.15% 0.15% 726 0 0.0% Q2 2026 Aug 04, 2026
CITADEL ADVISORS LLC History No change 21,800 2,998 0.0% 0.0% 727 0 0.0% Q2 2026 Sep 02, 2026
Crusonia Wealth Advisors LLC History No change 21,684 2,982 0.49% 0.49% 728 0 0.0% Q2 2026 Jul 30, 2026
PINKERTON WEALTH, LLC History No change 26,326 2,977 0.26% 0.26% 729 0 0.0% Q2 2026 Jul 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 26,284 2,972 0.51% 0.51% 730 0 0.0% Q2 2026 Aug 03, 2026
Kaydan Wealth Management, Inc. History Reduced 20,887 2,971 1.02% 0.88% 731 -6 -0.03% Q3 2026 Oct 08, 2026
Beacon Financial Advisory LLC History No change 21,582 2,968 0.58% 0.58% 732 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History Reduced 20,731 2,949 0.71% 0.7% 733 -27 -0.13% Q3 2026 Oct 08, 2026
Sprinkle Financial Consultants LLC History Reduced 20,640 2,936 1.15% 1.11% 734 -11 -0.05% Q3 2026 Oct 09, 2026
Evanson Financial, LLC History No change 21,353 2,936 0.14% 0.14% 735 0 0.0% Q2 2026 Jul 07, 2026
WealthTrak Capital Management LLC History No change 21,221 2,918 1.92% 1.92% 736 0 0.0% Q2 2026 Aug 04, 2026
Advisors Capital Management, LLC History No change 21,165 2,910 0.03% 0.03% 737 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 20,728 2,850 0.11% 0.11% 738 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 20,700 2,846 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 23, 2026
First Citizens Financial Corp History Reduced 19,920 2,833 1.19% 1.19% 740 -701 -3.4% Q3 2026 Oct 02, 2026
Corundum Group, Inc. History No change 20,435 2,810 0.83% 0.83% 741 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 20,426 2,809 1.22% 1.22% 742 0 0.0% Q2 2026 Aug 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 20,265 2,787 0.33% 0.33% 743 0 0.0% Q2 2026 Aug 14, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 20,244 2,784 2.28% 2.28% 744 0 0.0% Q2 2026 Jul 23, 2026
ALERUS FINANCIAL NA History No change 20,229 2,782 0.12% 0.12% 745 0 0.0% Q2 2026 Aug 13, 2026
Bellwether Advisors, LLC History No change 20,230 2,782 0.41% 0.41% 746 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 20,234 2,782 0.54% 0.54% 747 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Group, LLC / IL History No change 20,210 2,779 0.68% 0.68% 748 0 0.0% Q2 2026 Jul 30, 2026
Bawa N Mallick Trust History No change 20,200 2,778 0.9% 0.9% 749 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History Reduced 19,452 2,767 0.61% 0.62% 750 -351 -1.77% Q3 2026 Oct 08, 2026
Madrona Financial Services, LLC History No change 20,105 2,764 0.51% 0.51% 751 0 0.0% Q2 2026 Jul 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 20,289 2,760 0.05% 0.05% 752 0 0.0% Q2 2026 Jul 27, 2026
ETF Portfolio Partners, Inc. History No change 19,976 2,747 0.65% 0.65% 753 0 0.0% Q2 2026 Jul 13, 2026
DAVENPORT & Co LLC History No change 19,970 2,746 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 13, 2026
First Western Trust Bank History No change 19,957 2,744 0.13% 0.13% 755 0 0.0% Q2 2026 Jul 29, 2026
Sovereign Financial Group, Inc. History No change 19,937 2,741 0.42% 0.42% 756 0 0.0% Q2 2026 Jul 24, 2026
Cornell Pochily Investment Advisors, Inc. History No change 19,914 2,738 0.74% 0.74% 757 0 0.0% Q2 2026 Jul 15, 2026
Navis Wealth Advisors, LLC History No change 19,875 2,733 1.04% 1.04% 758 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 19,774 2,719 0.07% 0.07% 759 0 0.0% Q2 2026 Jul 31, 2026
Marietta Wealth Management, LLC History No change 19,742 2,715 0.28% 0.28% 760 0 0.0% Q2 2026 Aug 03, 2026
FLOW TRADERS U.S. LLC History No change 19,554 2,689 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 14, 2026
Arcadia Wealth Management, LLC History No change 19,508 2,682 0.84% 0.84% 762 0 0.0% Q2 2026 Jul 20, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 19,411 2,669 0.37% 0.37% 763 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 19,351 2,661 0.04% 0.04% 764 0 0.0% Q2 2026 Jul 15, 2026
NorthCoast Asset Management LLC History No change 19,277 2,651 0.06% 0.06% 765 0 0.0% Q2 2026 Aug 12, 2026
Whitcomb & Hess, Inc. History Reduced 18,597 2,645 0.57% 0.56% 766 -114 -0.61% Q3 2026 Oct 07, 2026
Axis Wealth Partners, LLC History No change 19,172 2,636 1.27% 1.27% 767 0 0.0% Q2 2026 Jul 28, 2026
Vantus Wealth LLC History No change 19,148 2,633 1.41% 1.41% 768 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 19,116 2,629 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 19,100 2,626 0.2% 0.2% 770 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History Added to 18,355 2,616 0.52% 0.44% 771 +6,313 52.42% Q3 2026 Oct 09, 2026
Index Technologies Group LLC History No change 19,000 2,613 2.09% 2.09% 772 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 18,913 2,601 0.44% 0.44% 773 0 0.0% Q2 2026 Jul 27, 2026
Expressive Wealth LLC History No change 18,911 2,600 2.46% 2.46% 774 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 18,893 2,598 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 18,644 2,564 0.26% 0.26% 776 0 0.0% Q2 2026 Jul 29, 2026
BAILARD, INC. History No change 18,562 2,552 0.05% 0.05% 777 0 0.0% Q2 2026 Jul 30, 2026
MBA Advisors LLC History No change 18,525 2,547 0.86% 0.86% 778 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 18,502 2,544 0.11% 0.11% 779 0 0.0% Q2 2026 Jul 22, 2026
TSFG, LLC History No change 18,468 2,540 0.32% 0.32% 780 0 0.0% Q2 2026 Jul 23, 2026
EFG International AG History No change 18,385 2,528 0.05% 0.05% 781 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 18,333 2,521 0.8% 0.8% 782 0 0.0% Q2 2026 Jul 21, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 18,307 2,517 1.23% 1.23% 783 0 0.0% Q2 2026 Jul 29, 2026
ALBION FINANCIAL GROUP /UT History No change 18,244 2,509 0.15% 0.15% 784 0 0.0% Q2 2026 Jul 22, 2026
GatePass Capital, LLC History No change 18,240 2,508 0.95% 0.95% 785 0 0.0% Q2 2026 Jul 30, 2026
Proactive Wealth Strategies LLC History No change 18,063 2,484 0.4% 0.4% 786 0 0.0% Q2 2026 Aug 10, 2026
Sanchez Gaunt Capital Management, LLC History No change 18,004 2,476 1.38% 1.38% 787 0 0.0% Q2 2026 Aug 14, 2026
Klaas Financial Asset Advisors, LLC History No change 18,001 2,475 0.31% 0.31% 788 0 0.0% Q2 2026 Jul 15, 2026
Bensler, LLC History No change 17,970 2,471 0.22% 0.22% 789 0 0.0% Q2 2026 Jul 23, 2026
Aegis Wealth Management, Inc. History No change 17,963 2,470 1.59% 1.59% 790 0 0.0% Q2 2026 Jul 16, 2026
KPP Advisory Services LLC History No change 17,954 2,469 0.31% 0.31% 791 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 17,943 2,467 0.1% 0.1% 792 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Financial Services, Inc. History No change 17,913 2,463 1.43% 1.43% 793 0 0.0% Q2 2026 Jul 22, 2026
Steelhead Wealth Management LLC History No change 17,826 2,451 0.99% 0.99% 794 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 17,750 2,441 0.16% 0.16% 795 0 0.0% Q2 2026 Aug 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 17,650 2,427 1.58% 1.58% 796 0 0.0% Q2 2026 Jul 28, 2026
FWG Investments, LLC. History No change 17,534 2,411 1.28% 1.28% 797 0 0.0% Q2 2026 Jul 28, 2026
Vanguard National Trust Co History No change 17,518 2,409 0.13% 0.13% 798 0 0.0% Q2 2026 Aug 13, 2026
FOCUSED ALPHA, LLC History No change 17,464 2,401 0.62% 0.62% 799 0 0.0% Q2 2026 Aug 07, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 17,371 2,389 0.38% 0.38% 800 0 0.0% Q2 2026 Jul 24, 2026
TritonPoint Partners, LLC History No change 17,372 2,389 0.2% 0.2% 801 0 0.0% Q2 2026 Aug 13, 2026
Financial Solutions Advisory Group, Inc. History No change 17,321 2,386 0.3% 0.3% 802 0 0.0% Q2 2026 Jul 13, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 17,325 2,382 2.33% 2.33% 803 0 0.0% Q2 2026 Jul 21, 2026
HM PAYSON & CO History No change 17,226 2,369 0.03% 0.03% 804 0 0.0% Q2 2026 Jul 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 17,220 2,368 0.23% 0.23% 805 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 17,203 2,365 1.97% 1.97% 806 0 0.0% Q2 2026 Jul 22, 2026
REGIMEN WEALTH, LLC History No change 17,141 2,365 0.64% 0.64% 807 0 0.0% Q2 2026 Aug 05, 2026
AWM CAPITAL, LLC History No change 17,136 2,356 0.19% 0.19% 808 0 0.0% Q2 2026 Jul 31, 2026
Vantage Point Financial LLC History No change 17,132 2,356 0.72% 0.72% 809 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 17,059 2,346 0.21% 0.21% 810 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Added to 16,487 2,345 0.06% 0.06% 811 +187 1.15% Q3 2026 Oct 07, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 16,436 2,338 1.29% 1.25% 812 -26 -0.16% Q3 2026 Oct 07, 2026
Next Level Private LLC History No change 16,968 2,333 0.46% 0.46% 813 0 0.0% Q2 2026 Jul 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 16,969 2,325 0.03% 0.03% 814 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 16,890 2,323 0.06% 0.06% 815 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 16,893 2,323 0.47% 0.47% 816 0 0.0% Q2 2026 Jul 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 16,209 2,305 0.33% 0.32% 817 -96 -0.59% Q3 2026 Oct 08, 2026
Hilton Head Capital Partners, LLC History No change 16,736 2,301 1.16% 1.16% 818 0 0.0% Q2 2026 Jul 27, 2026
CALTON & ASSOCIATES, INC. History No change 16,690 2,295 0.34% 0.34% 819 0 0.0% Q2 2026 Aug 10, 2026
Syntegra Private Wealth Group, LLC History No change 16,669 2,292 0.18% 0.18% 820 0 0.0% Q2 2026 Jul 15, 2026
Crestwood Advisors Group, LLC History No change 16,655 2,290 0.03% 0.03% 821 0 0.0% Q2 2026 Aug 03, 2026
Westmount Partners, LLC History No change 16,637 2,288 0.5% 0.5% 822 0 0.0% Q2 2026 Jul 07, 2026
Wealthcare Advisory Partners LLC History No change 16,618 2,285 0.04% 0.04% 823 0 0.0% Q2 2026 Jul 09, 2026
Inspire Advisors, LLC History No change 16,560 2,277 0.16% 0.16% 824 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 15,994 2,275 0.25% 0.3% 825 -3,281 -17.02% Q3 2026 Oct 08, 2026
Synergy Investment Management, LLC History No change 16,527 2,272 0.55% 0.55% 826 0 0.0% Q2 2026 Aug 14, 2026
REDW Wealth LLC History No change 16,453 2,262 0.81% 0.81% 827 0 0.0% Q2 2026 Jul 30, 2026
Eagle Strategies LLC History No change 16,377 2,252 0.22% 0.22% 828 0 0.0% Q2 2026 Jul 21, 2026
TRITONPOINT WEALTH, LLC History No change 16,293 2,240 0.22% 0.22% 829 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 16,255 2,235 0.22% 0.22% 830 0 0.0% Q2 2026 Aug 11, 2026
Finley Financial, LLC History No change 16,220 2,230 0.9% 0.9% 831 0 0.0% Q2 2026 Jul 08, 2026
American Investment Services, Inc. History No change 16,072 2,210 0.47% 0.47% 832 0 0.0% Q2 2026 Aug 12, 2026
Bryant Woods Investment Advisors, LLC History No change 16,060 2,208 0.61% 0.61% 833 0 0.0% Q2 2026 Jul 22, 2026
Essex Bank History No change 15,958 2,194 0.47% 0.47% 834 0 0.0% Q2 2026 Jul 23, 2026
Verity Asset Management, Inc. History No change 15,955 2,193 0.83% 0.83% 835 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,907 2,187 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 10, 2026
Sendero Wealth Management, LLC History No change 15,872 2,182 0.22% 0.22% 837 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 15,835 2,177 0.03% 0.03% 838 0 0.0% Q2 2026 Jul 23, 2026
PACK Private Wealth, LLC History No change 15,797 2,172 0.9% 0.9% 839 0 0.0% Q2 2026 Aug 12, 2026
McGlone Suttner Wealth Management, Inc. History No change 15,773 2,169 0.25% 0.25% 840 0 0.0% Q2 2026 Jul 21, 2026
Aprio Wealth Management, LLC History No change 15,746 2,165 0.11% 0.11% 841 0 0.0% Q2 2026 Jul 24, 2026
Parkway Wealth Management Group, LLC History No change 15,737 2,164 0.25% 0.25% 842 0 0.0% Q2 2026 Jul 27, 2026
SlateStone Wealth, LLC History No change 15,688 2,158 0.17% 0.17% 843 0 0.0% Q2 2026 Jul 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 15,691 2,157 0.03% 0.03% 844 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 15,610 2,146 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 31, 2026
Legacy Advisors, LLC History No change 15,552 2,138 0.2% 0.2% 846 0 0.0% Q2 2026 Jul 24, 2026
Madison Wealth Partners, Inc History No change 15,518 2,134 0.27% 0.27% 847 0 0.0% Q2 2026 Aug 12, 2026
Helium Advisors LLC History No change 15,448 2,124 1.76% 1.76% 848 0 0.0% Q2 2026 Aug 11, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 14,902 2,119 0.64% 0.65% 849 -191 -1.27% Q3 2026 Oct 01, 2026
Towerpoint Wealth, LLC History No change 15,353 2,111 0.73% 0.73% 850 0 0.0% Q2 2026 Jul 09, 2026
LongView Wealth Management History No change 15,325 2,107 0.54% 0.54% 851 0 0.0% Q2 2026 Jul 17, 2026
Aspire Private Capital, LLC History No change 15,287 2,102 0.43% 0.43% 852 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Bancorp, Inc. History No change 15,270 2,100 0.55% 0.55% 853 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Management History No change 15,250 2,097 2.21% 2.21% 854 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 15,241 2,096 0.06% 0.06% 855 0 0.0% Q2 2026 Jul 30, 2026
JMG Financial Group, Ltd. History No change 15,209 2,091 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 31, 2026
Russell Investments Group, Ltd. History No change 15,166 2,085 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 06, 2026
Grey Ledge Advisors, LLC History No change 15,089 2,075 0.42% 0.42% 858 0 0.0% Q2 2026 Jul 27, 2026
Colorado Capital Management, Inc. History No change 15,041 2,069 0.71% 0.71% 859 0 0.0% Q2 2026 Jul 08, 2026
Latitude Advisors, LLC History No change 14,917 2,051 0.82% 0.82% 860 0 0.0% Q2 2026 Jul 27, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 14,880 2,046 0.55% 0.55% 861 0 0.0% Q2 2026 Jul 09, 2026
GWN SECURITIES INC. History No change 14,787 2,033 0.34% 0.34% 862 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 14,726 2,025 0.08% 0.08% 863 0 0.0% Q2 2026 Jul 23, 2026
Orgel Wealth Management, LLC History No change 14,710 2,023 0.04% 0.04% 864 0 0.0% Q2 2026 Jul 13, 2026
Gemmer Asset Management LLC History No change 14,635 2,012 0.14% 0.14% 865 0 0.0% Q2 2026 Jul 15, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 14,141 2,011 0.23% 0.22% 866 0 0.0% Q3 2026 Oct 08, 2026
Manchester Capital Management LLC History No change 14,554 2,001 0.26% 0.26% 867 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 14,038 1,997 0.17% 0.17% 868 0 0.0% Q3 2026 Oct 01, 2026
Vision Retirement, LLC History No change 14,467 1,989 0.48% 0.48% 869 0 0.0% Q2 2026 Jul 21, 2026
CHAPIN DAVIS, INC. History Reduced 13,972 1,987 0.38% 0.34% 870 -143 -1.01% Q3 2026 Oct 08, 2026
WEST PACES ADVISORS INC. History No change 14,404 1,981 0.33% 0.33% 871 0 0.0% Q2 2026 Jul 17, 2026
Argent Advisors, Inc. History No change 14,261 1,961 0.49% 0.49% 872 0 0.0% Q2 2026 Aug 05, 2026
Gilliland Jeter Wealth Management LLC History No change 14,231 1,957 0.51% 0.51% 873 0 0.0% Q2 2026 Jul 29, 2026
BANK OF HAWAII History No change 14,214 1,954 0.1% 0.1% 874 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIENT ADVISORS LLC History No change 14,185 1,950 0.28% 0.28% 875 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 14,127 1,942 1.05% 1.05% 876 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 14,102 1,939 0.09% 0.09% 877 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 14,077 1,936 0.04% 0.04% 878 0 0.0% Q2 2026 Jul 31, 2026
WORLD EQUITY GROUP, INC. History No change 14,006 1,926 0.43% 0.43% 879 0 0.0% Q2 2026 Jul 09, 2026
Progressive Investment Management Corp History No change 14,000 1,925 0.42% 0.42% 880 0 0.0% Q2 2026 Aug 04, 2026
Confluence Wealth Services, Inc. History No change 13,959 1,919 0.05% 0.05% 881 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Advisory, LLC History No change 13,893 1,910 0.16% 0.16% 882 0 0.0% Q2 2026 Jul 29, 2026
Strategies Wealth Advisors, LLC History No change 13,881 1,909 0.17% 0.17% 883 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 13,877 1,908 0.02% 0.02% 884 0 0.0% Q2 2026 Aug 11, 2026
McDonough Capital Management, Inc History No change 13,840 1,903 0.95% 0.95% 885 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 13,842 1,903 0.44% 0.44% 886 0 0.0% Q2 2026 Jul 29, 2026
Neuberger Berman Group LLC History No change 13,811 1,899 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 13,778 1,894 0.68% 0.68% 888 0 0.0% Q2 2026 Aug 11, 2026
Howard Capital Management Group, LLC History No change 13,700 1,884 0.12% 0.12% 889 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 13,650 1,878 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 12, 2026
Lloyd Advisory Services, LLC. History No change 13,660 1,878 0.73% 0.73% 891 0 0.0% Q2 2026 Aug 07, 2026
Resurgent Financial Advisors LLC History No change 13,630 1,874 0.52% 0.52% 892 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 13,527 1,860 0.33% 0.33% 893 0 0.0% Q2 2026 Aug 05, 2026
Granite Bay Wealth Management, LLC History No change 13,500 1,857 0.17% 0.17% 894 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 13,492 1,855 0.44% 0.44% 895 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Long Beach History No change 13,425 1,846 0.4% 0.4% 896 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 13,406 1,844 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 14, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 13,365 1,838 0.99% 0.99% 898 0 0.0% Q2 2026 Aug 13, 2026
Weaver Consulting Group History Added to 12,908 1,836 0.36% 0.31% 899 +1,881 17.06% Q3 2026 Oct 07, 2026
Lantern Wealth Advisors, LLC History No change 13,344 1,835 0.84% 0.84% 900 0 0.0% Q2 2026 Jul 28, 2026
BURKE & HERBERT BANK & TRUST CO History No change 13,286 1,827 0.45% 0.45% 901 0 0.0% Q2 2026 Aug 07, 2026
Veracity Capital LLC History Reduced 12,780 1,818 0.49% 0.48% 903 -148 -1.14% Q3 2026 Oct 08, 2026
Crewe Advisors LLC History No change 13,225 1,818 0.13% 0.13% 902 0 0.0% Q2 2026 Jul 23, 2026
TCTC Holdings, LLC History No change 13,081 1,799 0.05% 0.05% 904 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD GEARHART LLC History No change 13,080 1,798 0.08% 0.08% 905 0 0.0% Q2 2026 Jul 24, 2026
Lifeworks Advisors, LLC History No change 13,057 1,795 0.19% 0.19% 906 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 13,029 1,791 0.13% 0.13% 907 0 0.0% Q2 2026 Jul 24, 2026
Sageworth Trust Co History No change 13,000 1,787 0.07% 0.07% 908 0 0.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History No change 12,995 1,787 0.05% 0.05% 909 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 15,805 1,787 0.07% 0.07% 910 0 0.0% Q2 2026 Jul 09, 2026
Empower Advisory Group, LLC History No change 12,996 1,787 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 12,976 1,784 0.05% 0.05% 912 0 0.0% Q2 2026 Jul 27, 2026
Morton Capital Management LLC/CA History No change 12,956 1,781 0.24% 0.24% 913 0 0.0% Q2 2026 Jul 23, 2026
Storen Legacy Partners, LLC History No change 12,922 1,777 0.48% 0.48% 914 0 0.0% Q2 2026 Jul 17, 2026
Tulsa Wealth Advisors, INC History No change 12,899 1,773 0.25% 0.25% 915 0 0.0% Q2 2026 Aug 06, 2026
Simmons Bank History No change 12,834 1,765 0.1% 0.1% 916 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 13,200 1,763 0.04% 0.04% 917 0 0.0% Q2 2026 Jul 29, 2026
Semus Wealth Partners LLC History No change 12,743 1,752 0.85% 0.85% 918 0 0.0% Q2 2026 Aug 10, 2026
Kestra Investment Management, LLC History No change 12,700 1,746 0.03% 0.03% 919 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 12,615 1,734 0.16% 0.16% 920 0 0.0% Q2 2026 Aug 07, 2026
St. Louis Trust Co History No change 33,500 1,719 0.2% 0.2% 921 0 0.0% Q2 2026 Jul 30, 2026
Intesa Sanpaolo Wealth Management History No change 12,500 1,719 0.34% 0.34% 922 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Advisor Solutions LLC History No change 12,457 1,713 0.05% 0.05% 923 0 0.0% Q2 2026 Jul 07, 2026
Main Street Financial Solutions, LLC History No change 12,401 1,705 0.11% 0.11% 924 0 0.0% Q2 2026 Aug 07, 2026
Enclave Advisors LLC History No change 12,361 1,700 0.22% 0.22% 925 0 0.0% Q2 2026 Jul 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 11,886 1,690 0.02% 0.02% 926 0 0.0% Q3 2026 Oct 05, 2026
EQUITABLE TRUST CO History No change 12,274 1,688 0.07% 0.07% 927 0 0.0% Q2 2026 Jul 23, 2026
CADINHA & CO LLC History No change 12,258 1,685 0.25% 0.25% 928 0 0.0% Q2 2026 Jul 28, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 12,212 1,679 0.64% 0.64% 929 0 0.0% Q2 2026 Jul 30, 2026
INTRUST BANK NA History No change 12,112 1,665 0.12% 0.12% 930 0 0.0% Q2 2026 Aug 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 12,086 1,662 0.08% 0.08% 931 0 0.0% Q2 2026 Jul 21, 2026
Talisman Wealth Advisors LLC History No change 12,089 1,662 1.24% 1.24% 932 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST BANK History No change 12,074 1,660 0.12% 0.12% 933 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 12,468 1,656 0.16% 0.16% 934 0 0.0% Q2 2026 Aug 04, 2026
Canopy Partners, LLC History No change 12,036 1,655 0.5% 0.5% 935 0 0.0% Q2 2026 Jul 22, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 11,600 1,650 0.2% 0.21% 936 -271 -2.28% Q3 2026 Oct 09, 2026
BECKER CAPITAL MANAGEMENT INC History No change 11,943 1,642 0.04% 0.04% 937 0 0.0% Q2 2026 Jul 31, 2026
MKT Advisors LLC History No change 12,062 1,641 0.51% 0.51% 938 0 0.0% Q2 2026 Jul 09, 2026
Bison Wealth, LLC History No change 11,951 1,638 0.15% 0.15% 939 0 0.0% Q2 2026 Jul 07, 2026
LifeSteps Financial, Inc. History No change 11,884 1,634 0.76% 0.76% 940 0 0.0% Q2 2026 Jul 17, 2026
Tripletail Wealth Management, LLC History No change 12,071 1,634 1.88% 1.88% 941 0 0.0% Q2 2026 Aug 14, 2026
MMA ASSET MANAGEMENT LLC History No change 11,761 1,617 0.51% 0.51% 942 0 0.0% Q2 2026 Aug 04, 2026
Johnson Financial Group, Inc. History No change 11,756 1,616 0.05% 0.05% 943 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 11,723 1,612 0.31% 0.31% 944 0 0.0% Q2 2026 Jul 23, 2026
Fortis Capital Advisors, LLC History No change 11,682 1,606 0.18% 0.18% 945 0 0.0% Q2 2026 Jul 31, 2026
Bucket List Wealth Management, LLC History No change 11,630 1,599 0.79% 0.79% 946 0 0.0% Q2 2026 Jul 16, 2026
Texas Yale Capital Corp. History No change 11,600 1,595 0.03% 0.03% 947 0 0.0% Q2 2026 Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 11,600 1,595 0.67% 0.67% 948 0 0.0% Q2 2026 Jul 13, 2026
TCV Trust & Wealth Management, Inc. History No change 11,583 1,593 0.12% 0.12% 949 0 0.0% Q2 2026 Jul 24, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 11,544 1,587 0.64% 0.64% 950 0 0.0% Q2 2026 Jul 14, 2026
WESBANCO BANK INC History No change 11,503 1,582 0.04% 0.04% 951 0 0.0% Q2 2026 Jul 28, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 11,490 1,580 0.21% 0.21% 952 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 11,488 1,579 0.72% 0.72% 953 0 0.0% Q2 2026 Jul 15, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 11,461 1,576 0.19% 0.19% 954 0 0.0% Q2 2026 Jul 27, 2026
Park Place Capital Corp History No change 11,437 1,572 0.25% 0.25% 955 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 11,366 1,563 0.07% 0.07% 956 0 0.0% Q2 2026 Jul 23, 2026
Squarepoint Ops LLC History No change 11,372 1,563 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 14, 2026
Wealth Watch Advisors, INC History No change 11,330 1,558 0.51% 0.51% 958 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 11,314 1,555 0.31% 0.31% 959 0 0.0% Q2 2026 Aug 17, 2026
JDM Financial Group LLC History No change 11,300 1,554 0.53% 0.53% 960 0 0.0% Q2 2026 Aug 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 11,275 1,550 0.06% 0.06% 961 0 0.0% Q2 2026 Aug 06, 2026
Flagship Private Wealth, LLC History No change 11,274 1,550 0.55% 0.55% 962 0 0.0% Q2 2026 Aug 04, 2026
Highview Capital Management LLC/DE/ History No change 11,252 1,547 0.45% 0.45% 963 0 0.0% Q2 2026 Aug 11, 2026
Churchill Financial Advisors, LLC History No change 11,159 1,534 0.3% 0.3% 964 0 0.0% Q2 2026 Jul 15, 2026
Cooper Financial Group History Reduced 10,723 1,525 0.12% 0.12% 965 -141 -1.3% Q3 2026 Oct 07, 2026
Beacon Bridge Wealth Partners, LLC History No change 11,089 1,525 0.43% 0.43% 966 0 0.0% Q2 2026 Aug 05, 2026
Moss Adams Wealth Advisors LLC History No change 11,067 1,522 0.1% 0.1% 967 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 11,072 1,522 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 12, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 11,062 1,521 0.55% 0.55% 969 0 0.0% Q2 2026 Aug 07, 2026
LexAurum Advisors, LLC History No change 11,055 1,520 0.18% 0.18% 970 0 0.0% Q2 2026 Jul 15, 2026
C2C Wealth Management, LLC History No change 11,052 1,519 1.19% 1.19% 971 0 0.0% Q2 2026 Jul 09, 2026
Columbia River Financial Group, LLC History No change 11,030 1,516 0.81% 0.81% 972 0 0.0% Q2 2026 Aug 13, 2026
Aurora Private Wealth, Inc. History No change 10,953 1,506 0.96% 0.96% 973 0 0.0% Q2 2026 Jul 21, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 10,951 1,506 0.36% 0.36% 974 0 0.0% Q2 2026 Aug 10, 2026
Sage Mountain Advisors LLC History No change 10,949 1,505 0.09% 0.09% 975 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 10,923 1,502 0.13% 0.13% 976 0 0.0% Q2 2026 Jul 28, 2026
CFM WEALTH PARTNERS LLC History No change 10,902 1,499 0.19% 0.19% 977 0 0.0% Q2 2026 Aug 07, 2026
Azimuth Capital Investment Management LLC History No change 10,892 1,497 0.05% 0.05% 978 0 0.0% Q2 2026 Aug 12, 2026
Florida Trust Wealth Management Co History No change 10,878 1,496 0.04% 0.04% 979 0 0.0% Q2 2026 Jul 27, 2026
Taylor Financial Group, Inc. History No change 10,856 1,493 0.82% 0.82% 980 0 0.0% Q2 2026 Jul 24, 2026
Facet Wealth, Inc. History No change 10,830 1,489 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 27, 2026
Oxinas Partners, LLC History No change 10,829 1,489 0.59% 0.59% 982 0 0.0% Q2 2026 Jul 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,828 1,489 0.02% 0.02% 983 0 0.0% Q2 2026 Jul 28, 2026
Idaho Trust Co History No change 10,699 1,471 0.43% 0.43% 984 0 0.0% Q2 2026 Aug 06, 2026
Avantra Family Wealth, Inc. History No change 10,699 1,471 0.94% 0.94% 985 0 0.0% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 10,645 1,464 0.1% 0.1% 986 0 0.0% Q2 2026 Aug 13, 2026
Bedminster, LLC History No change 10,652 1,464 1.25% 1.25% 987 0 0.0% Q2 2026 Aug 04, 2026
Daybright Advisory Services, Inc. History No change 10,827 1,464 0.35% 0.35% 988 0 0.0% Q2 2026 Aug 04, 2026
Ramiah Investment Group History No change 10,626 1,461 1.12% 1.12% 989 0 0.0% Q2 2026 Jul 16, 2026
Focused Wealth Management, Inc History No change 10,548 1,450 0.13% 0.13% 990 0 0.0% Q2 2026 Aug 06, 2026
KFA Private Wealth Group, LLC History No change 10,183 1,448 0.34% 0.34% 991 0 0.0% Q3 2026 Oct 07, 2026
LaSalle St. Investment Advisors, LLC History No change 10,535 1,448 0.18% 0.18% 992 0 0.0% Q2 2026 Aug 11, 2026
Greenspring Advisors, LLC History No change 10,501 1,444 0.08% 0.08% 993 0 0.0% Q2 2026 Aug 11, 2026
Cassaday & Co Wealth Management LLC History No change 10,473 1,440 0.03% 0.03% 994 0 0.0% Q2 2026 Aug 10, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 10,456 1,438 0.35% 0.35% 995 0 0.0% Q2 2026 Jul 09, 2026
NorthLanding Financial Partners, LLC History No change 10,420 1,433 0.99% 0.99% 996 0 0.0% Q2 2026 Jul 23, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 10,356 1,424 0.36% 0.36% 997 0 0.0% Q2 2026 Jul 23, 2026
Koss-Olinger Consulting, LLC History No change 10,274 1,412 0.11% 0.11% 998 0 0.0% Q2 2026 Aug 10, 2026
Verum Partners LLC History No change 10,272 1,412 0.21% 0.21% 999 0 0.0% Q2 2026 Jul 22, 2026
FORTE ASSET MANAGEMENT LLC History No change 10,250 1,409 0.58% 0.58% 1000 0 0.0% Q2 2026 Jul 21, 2026
McHugh Group, LLC History No change 10,250 1,409 0.72% 0.72% 1001 0 0.0% Q2 2026 Jul 16, 2026
Pure Financial Advisors, LLC History No change 10,237 1,407 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 10,234 1,407 0.14% 0.14% 1003 0 0.0% Q2 2026 Aug 12, 2026
OFC FINANCIAL PLANNING, LLC History No change 10,233 1,407 1.25% 1.25% 1004 0 0.0% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History No change 10,226 1,406 0.12% 0.12% 1005 0 0.0% Q2 2026 Jul 23, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 10,215 1,404 0.7% 0.7% 1006 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC SUN FINANCIAL CORP History No change 10,208 1,403 0.58% 0.58% 1007 0 0.0% Q2 2026 Aug 07, 2026
Renasant Bank History No change 10,202 1,403 0.9% 0.9% 1008 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 10,201 1,402 0.21% 0.21% 1009 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL TRUST CO History No change 10,192 1,401 0.05% 0.05% 1010 0 0.0% Q2 2026 Jul 30, 2026
Kessler Investment Group, LLC History Reduced 9,840 1,399 0.67% 0.65% 1011 -1,308 -11.73% Q3 2026 Oct 08, 2026
SK Wealth Management, LLC History No change 9,867 1,398 0.31% 0.31% 1012 0 0.0% Q2 2026 Aug 11, 2026
UNION SAVINGS BANK History No change 10,170 1,398 0.56% 0.56% 1013 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Group, LLC History No change 10,165 1,397 0.08% 0.08% 1014 0 0.0% Q2 2026 Jul 27, 2026
Brookwood Investment Group LLC History No change 10,153 1,396 0.16% 0.16% 1015 0 0.0% Q2 2026 Jul 23, 2026
Ballast Rock Private Wealth LLC History No change 10,144 1,395 0.64% 0.64% 1016 0 0.0% Q2 2026 Aug 10, 2026
Crescent Grove Advisors, LLC History No change 10,110 1,390 0.12% 0.12% 1017 0 0.0% Q2 2026 Aug 10, 2026
Provenance Wealth Advisors, LLC History No change 10,109 1,390 0.13% 0.13% 1018 0 0.0% Q2 2026 Jul 24, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 10,967 1,388 0.38% 0.38% 1019 0 0.0% Q2 2026 Jul 24, 2026
Archford Capital Strategies, LLC History No change 10,094 1,388 0.14% 0.14% 1020 0 0.0% Q2 2026 Jul 17, 2026
One Day In July LLC History No change 10,056 1,382 0.1% 0.1% 1021 0 0.0% Q2 2026 Aug 03, 2026
TCP Asset Management, LLC History No change 10,032 1,379 0.16% 0.16% 1022 0 0.0% Q2 2026 Jul 15, 2026
Castleview Partners, LLC History Added to 9,682 1,377 0.6% 0.43% 1023 +2,592 36.56% Q3 2026 Oct 09, 2026
Relyea Zuckerberg Hanson LLC History No change 9,996 1,374 0.11% 0.11% 1024 0 0.0% Q2 2026 Jul 16, 2026
MN Wealth Advisors, LLC History No change 9,954 1,369 0.58% 0.58% 1025 0 0.0% Q2 2026 Jul 23, 2026
Pinion Investment Advisors, LLC History No change 9,915 1,363 0.26% 0.26% 1026 0 0.0% Q2 2026 Aug 06, 2026
CHILTON INVESTMENT CO INC. History No change 9,868 1,357 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,845 1,354 0.04% 0.04% 1028 0 0.0% Q2 2026 Aug 07, 2026
Waterloo Capital, L.P. History No change 9,848 1,354 0.08% 0.08% 1029 0 0.0% Q2 2026 Jul 29, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 9,813 1,349 0.24% 0.24% 1030 0 0.0% Q2 2026 Aug 17, 2026
Americana Partners, LLC History No change 9,768 1,343 0.03% 0.03% 1031 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 9,744 1,340 0.02% 0.02% 1032 0 0.0% Q2 2026 Aug 11, 2026
BURNS J W & CO INC/NY History No change 9,746 1,340 0.14% 0.14% 1033 0 0.0% Q2 2026 Jul 15, 2026
Eaton-Cambridge Inc. History No change 9,739 1,339 0.38% 0.38% 1034 0 0.0% Q2 2026 Jul 23, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 9,736 1,338 0.8% 0.8% 1035 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Partners, LLC History No change 9,724 1,337 0.3% 0.3% 1036 0 0.0% Q2 2026 Jul 22, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 9,704 1,334 0.07% 0.07% 1037 0 0.0% Q2 2026 Jul 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 9,706 1,334 0.17% 0.17% 1038 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 9,677 1,330 0.09% 0.09% 1039 0 0.0% Q2 2026 Sep 04, 2026
Accredited Investors Inc. History No change 9,672 1,330 0.06% 0.06% 1040 0 0.0% Q2 2026 Jul 21, 2026
Magnolia Private Wealth, LLC History No change 9,636 1,325 0.73% 0.73% 1041 0 0.0% Q2 2026 Aug 05, 2026
MONEYWISE, INC. History No change 9,627 1,323 0.49% 0.49% 1042 0 0.0% Q2 2026 Jul 21, 2026
Thrive Wealth Management, LLC History No change 9,612 1,321 0.17% 0.17% 1043 0 0.0% Q2 2026 Jul 07, 2026
Winthrop Capital Management, LLC History No change 9,581 1,318 0.32% 0.32% 1044 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 9,588 1,318 0.31% 0.31% 1045 0 0.0% Q2 2026 Jul 27, 2026
Clayton Financial Group LLC History No change 9,580 1,317 0.73% 0.73% 1046 0 0.0% Q2 2026 Jul 20, 2026
First Command Advisory Services, Inc. History No change 9,564 1,315 0.01% 0.01% 1047 0 0.0% Q2 2026 Aug 10, 2026
Lakeridge Wealth Management LLC History No change 9,550 1,313 0.48% 0.48% 1048 0 0.0% Q2 2026 Jul 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 9,545 1,312 0.05% 0.05% 1049 0 0.0% Q2 2026 Jul 22, 2026
KWB Wealth History No change 9,543 1,312 0.11% 0.11% 1050 0 0.0% Q2 2026 Jul 10, 2026
Canal Capital Management, LLC History No change 9,509 1,307 0.16% 0.16% 1051 0 0.0% Q2 2026 Jul 28, 2026
Sage Financial Management Group, Inc. History No change 9,474 1,302 0.36% 0.36% 1052 0 0.0% Q2 2026 Jul 24, 2026
Evolution Wealth Advisors, LLC History No change 9,461 1,301 0.15% 0.15% 1053 0 0.0% Q2 2026 Jul 29, 2026
LTG Capital LLC History No change 9,452 1,299 0.87% 0.87% 1054 0 0.0% Q2 2026 Aug 05, 2026
MONECO ADVISORS, LLC History No change 9,414 1,294 0.08% 0.08% 1055 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History Added to 9,091 1,293 0.09% 0.09% 1056 +101 1.12% Q3 2026 Oct 05, 2026
CNB Bank History No change 9,400 1,292 0.5% 0.5% 1057 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 9,401 1,292 0.67% 0.67% 1058 0 0.0% Q2 2026 Jul 27, 2026
Ironwood Investment Counsel, LLC History No change 9,389 1,291 0.17% 0.17% 1059 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 9,391 1,291 0.05% 0.05% 1060 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 9,387 1,289 0.06% 0.06% 1061 0 0.0% Q2 2026 Jul 22, 2026
J. Safra Sarasin Holding AG History No change 9,500 1,288 0.02% 0.02% 1062 0 0.0% Q2 2026 Jul 31, 2026
Optivise Advisory Services LLC History No change 9,367 1,288 0.65% 0.65% 1063 0 0.0% Q2 2026 Jul 13, 2026
IFG Advisors, LLC History No change 9,354 1,286 0.18% 0.18% 1064 0 0.0% Q2 2026 Jul 22, 2026
Empirical Asset Management, LLC History No change 9,337 1,284 0.29% 0.29% 1065 0 0.0% Q2 2026 Aug 10, 2026
Berman McAleer LLC History No change 9,325 1,282 0.15% 0.15% 1066 0 0.0% Q2 2026 Jul 16, 2026
Seneca House Advisors History No change 9,304 1,279 0.45% 0.45% 1067 0 0.0% Q2 2026 Jul 31, 2026
Petix & Botte Co History No change 9,298 1,278 0.26% 0.26% 1068 0 0.0% Q2 2026 Aug 04, 2026
Breachway Investments LLC History No change 9,288 1,277 1.92% 1.92% 1069 0 0.0% Q2 2026 Jul 13, 2026
MONTAG A & ASSOCIATES INC History No change 9,258 1,273 0.05% 0.05% 1070 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORS LLC History No change 9,200 1,265 0.4% 0.4% 1071 0 0.0% Q2 2026 Aug 13, 2026
Pacific Point Advisors, LLC History No change 9,200 1,265 0.58% 0.58% 1072 0 0.0% Q2 2026 Jul 24, 2026
Formidable Asset Management, LLC History No change 11,182 1,264 0.2% 0.2% 1073 0 0.0% Q2 2026 Jul 17, 2026
BEACON FINANCIAL GROUP History No change 9,162 1,260 0.11% 0.11% 1074 0 0.0% Q2 2026 Jul 16, 2026
Gallagher Fiduciary Advisors, LLC History No change 9,144 1,257 0.04% 0.04% 1075 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 9,142 1,257 0.14% 0.14% 1076 0 0.0% Q2 2026 Jul 13, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 8,822 1,255 0.13% 0.3% 1077 -10,638 -54.67% Q3 2026 Oct 07, 2026
Nuveen, LLC History No change 9,103 1,251 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 11, 2026
Balance Wealth Partners LLC History No change 9,092 1,250 0.33% 0.33% 1079 0 0.0% Q2 2026 Jul 21, 2026
Aaron Wealth Advisors LLC History No change 9,030 1,241 0.06% 0.06% 1080 0 0.0% Q2 2026 Jul 16, 2026
GDS Wealth Management History No change 9,021 1,240 0.06% 0.06% 1081 0 0.0% Q2 2026 Aug 13, 2026
Net Worth Advisory Group History No change 8,968 1,233 0.31% 0.31% 1082 0 0.0% Q2 2026 Jul 13, 2026
Neumann Capital Management, LLC History No change 8,950 1,230 0.81% 0.81% 1083 0 0.0% Q2 2026 Jul 10, 2026
Reynders McVeigh Capital Management, LLC History No change 8,895 1,223 0.05% 0.05% 1084 0 0.0% Q2 2026 Sep 15, 2026
RCS Financial Planning, LLC History No change 8,837 1,215 0.58% 0.58% 1085 0 0.0% Q2 2026 Jul 22, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 8,822 1,213 0.06% 0.06% 1086 0 0.0% Q2 2026 Jul 28, 2026
SageView Advisory Group, LLC History No change 8,786 1,208 0.04% 0.04% 1087 0 0.0% Q2 2026 Aug 10, 2026
Pitcairn Wealth Advisors LLC History No change 8,704 1,197 0.13% 0.13% 1088 0 0.0% Q2 2026 Aug 10, 2026
Milestone Asset Management Group, LLC History No change 8,621 1,185 0.6% 0.6% 1089 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 8,610 1,184 0.33% 0.33% 1090 0 0.0% Q2 2026 Aug 03, 2026
HighPoint Advisor Group LLC History No change 8,606 1,183 0.04% 0.04% 1091 0 0.0% Q2 2026 Aug 05, 2026
BCGM Wealth Management, LLC History No change 8,572 1,178 0.25% 0.25% 1092 0 0.0% Q2 2026 Aug 04, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 8,550 1,175 0.53% 0.53% 1093 0 0.0% Q2 2026 Jul 09, 2026
CRA Financial Services, LLC History No change 8,549 1,175 0.14% 0.14% 1094 0 0.0% Q2 2026 Jul 24, 2026
Processus Wealth & Capital Management, LLC History No change 8,540 1,174 0.7% 0.7% 1095 0 0.0% Q2 2026 Jul 15, 2026
DEUTSCHE BANK AG\ History No change 8,521 1,171 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 07, 2026
GRANDFIELD & DODD, LLC History No change 8,430 1,159 0.06% 0.06% 1097 0 0.0% Q2 2026 Aug 07, 2026
FSM Wealth Advisors, LLC History No change 8,384 1,153 0.12% 0.12% 1098 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 8,409 1,151 0.0% 0.0% 1099 0 0.0% Q2 2026 Jul 27, 2026
Sound View Wealth Advisors Group, LLC History No change 8,363 1,150 0.07% 0.07% 1100 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 8,359 1,149 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 07, 2026
Tarbox Family Office, Inc. History No change 8,323 1,144 0.16% 0.16% 1102 0 0.0% Q2 2026 Aug 03, 2026
FFT WEALTH MANAGEMENT LLC History No change 8,313 1,143 0.18% 0.18% 1103 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 8,298 1,141 0.02% 0.02% 1104 0 0.0% Q2 2026 Aug 06, 2026
DURANTE & WATERS, LLC History No change 8,300 1,141 0.75% 0.75% 1105 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 8,217 1,130 0.01% 0.01% 1106 0 0.0% Q2 2026 Aug 11, 2026
Balboa Wealth Partners History No change 8,199 1,127 0.15% 0.15% 1107 0 0.0% Q2 2026 Aug 10, 2026
Apollon Financial, LLC History No change 8,168 1,123 0.13% 0.13% 1108 0 0.0% Q2 2026 Jul 22, 2026
Curry Webb Wealth Management LLC History No change 8,151 1,121 0.46% 0.46% 1109 0 0.0% Q2 2026 Aug 13, 2026
TL Private Wealth History No change 8,228 1,119 0.41% 0.41% 1110 0 0.0% Q2 2026 Jul 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 8,115 1,116 0.01% 0.01% 1111 0 0.0% Q2 2026 Jul 30, 2026
SeaCrest Wealth Management, LLC History No change 8,118 1,116 0.12% 0.12% 1112 0 0.0% Q2 2026 Jul 09, 2026
American Financial Advisors, LLC History No change 8,065 1,109 0.13% 0.13% 1113 0 0.0% Q2 2026 Jul 14, 2026
4J Wealth Management LLC History No change 8,061 1,108 0.54% 0.54% 1114 0 0.0% Q2 2026 Jul 21, 2026
McKinley Carter Wealth Services, Inc. History No change 8,007 1,101 0.06% 0.06% 1115 0 0.0% Q2 2026 Jul 28, 2026
GAMCO INVESTORS, INC. ET AL History No change 8,000 1,100 0.01% 0.01% 1116 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 7,980 1,097 0.03% 0.03% 1117 0 0.0% Q2 2026 Jul 14, 2026
Clarity Asset Management, Inc. History No change 7,983 1,097 0.54% 0.54% 1118 0 0.0% Q2 2026 Jul 16, 2026
Quartz Partners, LLC History No change 7,969 1,096 0.36% 0.36% 1119 0 0.0% Q2 2026 Aug 10, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 7,939 1,091 0.87% 0.87% 1120 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 7,935 1,091 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 7,885 1,084 0.06% 0.06% 1122 0 0.0% Q2 2026 Jul 31, 2026
Independent Advisor Alliance History No change 7,846 1,079 0.03% 0.03% 1123 0 0.0% Q2 2026 Aug 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 7,851 1,079 0.17% 0.17% 1124 0 0.0% Q2 2026 Aug 07, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 7,791 1,071 0.25% 0.25% 1125 0 0.0% Q2 2026 Jul 15, 2026
JNBA Financial Advisors History No change 7,778 1,069 0.08% 0.08% 1126 0 0.0% Q2 2026 Jul 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 7,771 1,068 0.12% 0.12% 1127 0 0.0% Q2 2026 Jul 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 7,772 1,068 0.47% 0.47% 1128 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 7,761 1,067 0.29% 0.29% 1129 0 0.0% Q2 2026 Jul 23, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 7,705 1,059 0.32% 0.32% 1130 0 0.0% Q2 2026 Jul 16, 2026
Gerald Baker Financial Group LLC History Added to 7,425 1,056 0.3% 0.29% 1131 +5 0.07% Q3 2026 Oct 09, 2026
Financial Partners Group, Inc History No change 7,664 1,054 0.11% 0.11% 1132 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 7,611 1,046 0.24% 0.24% 1133 0 0.0% Q2 2026 Aug 10, 2026
WELCH & FORBES LLC History No change 7,589 1,043 0.01% 0.01% 1134 0 0.0% Q2 2026 Jul 30, 2026
Buska Wealth Management, LLC History Added to 7,298 1,038 0.36% 0.36% 1135 +60 0.83% Q3 2026 Oct 07, 2026
Chesley Taft & Associates LLC History No change 7,521 1,034 0.04% 0.04% 1136 0 0.0% Q2 2026 Jul 08, 2026
Stratos Investment Management, LLC History No change 7,485 1,029 0.04% 0.04% 1137 0 0.0% Q2 2026 Aug 11, 2026
FLP Wealth Management, LLC History No change 7,440 1,023 1.82% 1.82% 1138 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 7,434 1,022 0.05% 0.05% 1139 0 0.0% Q2 2026 Aug 06, 2026
ASL Financial, LLC History No change 7,429 1,021 0.72% 0.72% 1140 0 0.0% Q2 2026 Jul 21, 2026
Blue Capital, Inc. History No change 7,413 1,019 0.65% 0.65% 1141 0 0.0% Q2 2026 Aug 11, 2026
Coastal Bridge Advisors, LLC History No change 7,407 1,018 0.06% 0.06% 1142 0 0.0% Q2 2026 Aug 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 7,145 1,016 0.2% 0.21% 1143 +3 0.04% Q3 2026 Oct 05, 2026
MIDDLETON & CO INC/MA History No change 7,380 1,014 0.11% 0.11% 1144 0 0.0% Q2 2026 Aug 10, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 7,368 1,013 0.83% 0.83% 1145 0 0.0% Q2 2026 Jul 30, 2026
Birch Hill Investment Advisors LLC History No change 7,361 1,012 0.04% 0.04% 1146 0 0.0% Q2 2026 Jul 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 7,354 1,011 0.15% 0.15% 1147 0 0.0% Q2 2026 Aug 10, 2026
Game Plan Financial Advisors, LLC History No change 7,346 1,010 0.38% 0.38% 1148 0 0.0% Q2 2026 Aug 07, 2026
Atlatl Advisers LLC History No change 7,347 1,010 0.24% 0.24% 1149 0 0.0% Q2 2026 Jul 22, 2026
Farmers National Bank History No change 7,332 1,008 0.21% 0.21% 1150 0 0.0% Q2 2026 Aug 11, 2026
CFO4Life Group, LLC History No change 7,317 1,006 0.14% 0.14% 1151 0 0.0% Q2 2026 Aug 12, 2026
All Terrain Financial Advisors, LLC History No change 7,318 1,006 0.16% 0.16% 1152 0 0.0% Q2 2026 Aug 11, 2026
Arbor Investment Advisors, LLC History No change 7,309 1,005 0.11% 0.11% 1153 0 0.0% Q2 2026 Jul 24, 2026
MERIDIAN MANAGEMENT CO History No change 7,272 1,000 0.22% 0.22% 1154 0 0.0% Q2 2026 Aug 04, 2026
Fiscal Wisdom Wealth Management, LLC History No change 7,259 998 0.85% 0.85% 1155 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 7,243 996 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 7,243 996 0.22% 0.22% 1157 0 0.0% Q2 2026 Aug 12, 2026
MidAtlantic Capital Management, Inc. History No change 7,245 996 0.62% 0.62% 1158 0 0.0% Q2 2026 Aug 10, 2026
Capital Group Private Client Services, Inc. History No change 7,216 992 0.01% 0.01% 1159 0 0.0% Q2 2026 Aug 12, 2026
NCM Capital Management, LLC History No change 7,200 990 0.31% 0.31% 1160 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 7,196 989 1.04% 1.04% 1161 0 0.0% Q2 2026 Jul 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 7,197 989 0.06% 0.06% 1162 0 0.0% Q2 2026 Aug 11, 2026
Trust Co of the South History No change 7,163 985 0.14% 0.14% 1163 0 0.0% Q2 2026 Jul 01, 2026
Federation des caisses Desjardins du Quebec History No change 7,155 984 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 7,159 984 0.18% 0.18% 1165 0 0.0% Q2 2026 Aug 04, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 7,152 983 1.5% 1.5% 1166 0 0.0% Q2 2026 Jul 16, 2026
Single Point Partners, LLC History No change 7,121 979 0.17% 0.17% 1167 0 0.0% Q2 2026 Jul 16, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,119 979 0.06% 0.06% 1168 0 0.0% Q2 2026 Aug 13, 2026
QTR Family Wealth, LLC History No change 7,116 978 0.34% 0.34% 1169 0 0.0% Q2 2026 Jul 27, 2026
BANK OF STOCKTON History No change 7,107 977 0.27% 0.27% 1170 0 0.0% Q2 2026 Jul 29, 2026
SFMG, LLC History No change 7,111 977 0.06% 0.06% 1171 0 0.0% Q2 2026 Aug 13, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 7,096 975 0.23% 0.23% 1172 0 0.0% Q2 2026 Aug 14, 2026
Vigil Wealth Management, LLC History No change 7,091 975 0.7% 0.7% 1173 0 0.0% Q2 2026 Aug 05, 2026
Investment Research & Advisory Group, Inc. History No change 7,080 973 0.3% 0.3% 1174 0 0.0% Q2 2026 Jul 23, 2026
Chancellor Financial Group WB LP History No change 7,074 972 0.6% 0.6% 1175 0 0.0% Q2 2026 Aug 10, 2026
Councilor Wealth, LLC History Reduced 6,829 971 0.4% 0.39% 1176 -247 -3.49% Q3 2026 Oct 09, 2026
NBT BANK, N.A. History No change 7,051 969 0.06% 0.06% 1177 0 0.0% Q2 2026 Jul 29, 2026
Blankinship & Foster, LLC History No change 7,051 969 0.2% 0.2% 1178 0 0.0% Q2 2026 Jul 30, 2026
Bank of New Hampshire History No change 6,789 965 0.21% 0.19% 1179 0 0.0% Q3 2026 Oct 06, 2026
Legend Capital Advisors LLC History No change 7,020 965 0.53% 0.53% 1180 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 7,015 964 0.3% 0.3% 1181 0 0.0% Q2 2026 Jul 31, 2026
WATERSHED PRIVATE WEALTH LLC History No change 7,002 963 0.27% 0.27% 1182 0 0.0% Q2 2026 Jul 17, 2026
STOCK YARDS BANK & TRUST CO History No change 6,996 962 0.03% 0.03% 1183 0 0.0% Q2 2026 Aug 19, 2026
BAM Wealth Management, LLC History No change 6,998 962 0.6% 0.6% 1184 0 0.0% Q2 2026 Jul 14, 2026
DAVIS R M INC History No change 6,991 961 0.02% 0.02% 1185 0 0.0% Q2 2026 Aug 14, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 6,975 959 0.2% 0.2% 1186 0 0.0% Q2 2026 Aug 21, 2026
HCR Wealth Advisors History No change 6,976 959 0.09% 0.09% 1187 0 0.0% Q2 2026 Jul 13, 2026
NORDEN GROUP LLC History No change 6,950 955 0.08% 0.08% 1188 0 0.0% Q2 2026 Jul 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 6,892 947 0.56% 0.56% 1189 0 0.0% Q2 2026 Jul 21, 2026
Mainstream Capital Management LLC History No change 6,871 944 0.57% 0.57% 1190 0 0.0% Q2 2026 Jul 15, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 6,845 941 0.09% 0.09% 1191 0 0.0% Q2 2026 Jul 29, 2026
Geometric Wealth Advisors History No change 6,832 939 0.1% 0.1% 1192 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Equity Management History No change 6,807 936 0.69% 0.69% 1193 0 0.0% Q2 2026 Jul 09, 2026
Moors & Cabot, Inc. History No change 6,800 935 0.04% 0.04% 1194 0 0.0% Q2 2026 Aug 10, 2026
Old Port Advisors History No change 6,771 931 0.18% 0.18% 1195 0 0.0% Q2 2026 Jul 21, 2026
Oxler Private Wealth LLC History No change 6,769 930 0.27% 0.27% 1196 0 0.0% Q2 2026 Aug 03, 2026
Everhart Financial Group, Inc. History Added to 6,527 928 0.06% 0.06% 1197 +96 1.49% Q3 2026 Oct 08, 2026
Evergreen Private Wealth LLC History No change 6,742 927 0.34% 0.34% 1198 0 0.0% Q2 2026 Jul 23, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 6,726 925 0.27% 0.27% 1199 0 0.0% Q2 2026 Jul 31, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 6,690 920 0.67% 0.67% 1200 0 0.0% Q2 2026 Jul 24, 2026
Affinity Capital Advisors, LLC History No change 6,697 918 0.11% 0.11% 1201 0 0.0% Q2 2026 Jul 08, 2026
CITY HOLDING CO History No change 6,657 915 0.1% 0.1% 1202 0 0.0% Q2 2026 Jul 10, 2026
Van Hulzen Asset Management, LLC History No change 6,653 915 0.07% 0.07% 1203 0 0.0% Q2 2026 Aug 13, 2026
Wallington Asset Management, LLC History No change 6,630 911 0.11% 0.11% 1204 0 0.0% Q2 2026 Jul 22, 2026
VestGen Investment Management History No change 6,629 911 0.48% 0.48% 1205 0 0.0% Q2 2026 Jul 31, 2026
Opal Wealth Advisors, LLC History No change 6,629 911 0.2% 0.2% 1206 0 0.0% Q2 2026 Jul 20, 2026
PARK NATIONAL CORP /OH/ History Reduced 6,388 908 0.02% 0.02% 1207 -32 -0.5% Q3 2026 Oct 05, 2026
Meridian Wealth Management, LLC History No change 6,606 908 0.03% 0.03% 1208 0 0.0% Q2 2026 Aug 05, 2026
Aureum Wealth Management, LLC History No change 6,599 907 0.56% 0.56% 1209 0 0.0% Q2 2026 Jul 22, 2026
Elevation Wealth Management LLC History No change 6,586 905 0.68% 0.68% 1210 0 0.0% Q2 2026 Jul 29, 2026
Leslie Global Wealth, LLC History No change 6,576 904 0.35% 0.35% 1211 0 0.0% Q2 2026 Jul 21, 2026
GEN Financial Management, INC. History No change 6,553 901 0.54% 0.54% 1212 0 0.0% Q2 2026 Jul 24, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 6,490 892 0.1% 0.1% 1213 0 0.0% Q2 2026 Aug 14, 2026
RMG Wealth Management LLC History No change 6,275 887 0.09% 0.09% 1214 0 0.0% Q2 2026 Aug 13, 2026
United Community Bank History No change 6,437 885 0.27% 0.27% 1215 0 0.0% Q2 2026 Aug 13, 2026
Sentinel Advisory Group, LLC History No change 6,422 883 0.36% 0.36% 1216 0 0.0% Q2 2026 Jul 23, 2026
LANE BROTHERS & CO INC History No change 6,419 882 0.58% 0.58% 1217 0 0.0% Q2 2026 Aug 05, 2026
Annandale Capital, LLC History No change 6,412 882 0.12% 0.12% 1218 0 0.0% Q2 2026 Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,413 881 0.05% 0.05% 1219 0 0.0% Q2 2026 Jul 27, 2026
CWA Asset Management Group, LLC History No change 6,407 881 0.03% 0.03% 1220 0 0.0% Q2 2026 Jul 14, 2026
Dakota Wealth Management History No change 6,395 879 0.02% 0.02% 1221 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 6,383 877 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 28, 2026
CERTUITY, LLC History No change 6,360 874 0.04% 0.04% 1223 0 0.0% Q2 2026 Jul 28, 2026
ProVise Management Group, LLC History No change 6,348 873 0.06% 0.06% 1224 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Family Advisors, LLC History No change 6,352 873 0.37% 0.37% 1225 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 6,347 872 0.11% 0.11% 1226 0 0.0% Q2 2026 Aug 11, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,384 871 0.21% 0.21% 1227 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 6,326 870 0.09% 0.09% 1228 0 0.0% Q2 2026 Jul 30, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 6,324 869 0.04% 0.04% 1229 0 0.0% Q2 2026 Jul 20, 2026
Advisory Alpha, LLC History No change 6,321 869 0.02% 0.02% 1230 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 6,424 868 0.18% 0.18% 1231 0 0.0% Q2 2026 Aug 06, 2026
CGN Advisors LLC History No change 6,313 868 0.06% 0.06% 1232 0 0.0% Q2 2026 Jul 06, 2026
WIMMER ASSOCIATES 1, LLC History No change 6,300 866 0.39% 0.39% 1233 0 0.0% Q2 2026 Aug 14, 2026
Eagle Bay Advisors LLC History No change 6,289 864 0.65% 0.65% 1234 0 0.0% Q2 2026 Aug 03, 2026
tru Independence LLC History No change 6,281 863 0.38% 0.38% 1235 0 0.0% Q2 2026 Aug 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,256 860 0.07% 0.07% 1236 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History No change 6,247 859 0.14% 0.14% 1237 0 0.0% Q2 2026 Jul 22, 2026
Midwest Capital Advisors, LLC History No change 6,248 859 0.35% 0.35% 1238 0 0.0% Q2 2026 Jul 28, 2026
TENET WEALTH PARTNERS, LLC History No change 6,492 859 0.64% 0.64% 1239 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 6,221 855 0.04% 0.04% 1240 0 0.0% Q2 2026 Aug 04, 2026
Strategic Equity Management History No change 6,199 852 0.29% 0.29% 1241 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds, LLC. History No change 4,134 849 0.19% 0.19% 1242 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 6,138 844 0.13% 0.13% 1243 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History No change 6,143 844 0.48% 0.48% 1244 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 6,130 843 0.19% 0.19% 1245 0 0.0% Q2 2026 Jul 31, 2026
Legacy Edge Advisors, LLC History No change 6,135 843 0.08% 0.08% 1246 0 0.0% Q2 2026 Aug 11, 2026
Intergy Private Wealth, LLC History No change 6,121 841 0.19% 0.19% 1247 0 0.0% Q2 2026 Jul 17, 2026
Keel Point, LLC History No change 6,110 840 0.05% 0.05% 1248 0 0.0% Q2 2026 Aug 14, 2026
Brio Consultants, LLC History No change 6,111 840 0.1% 0.1% 1249 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 6,102 839 0.0% 0.0% 1250 0 0.0% Q2 2026 Aug 07, 2026
SkyOak Wealth, LLC History No change 6,102 839 0.14% 0.14% 1251 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 6,334 838 0.31% 0.31% 1252 0 0.0% Q2 2026 Jul 28, 2026
Rockwood Wealth Management, LLC History No change 6,081 836 0.05% 0.05% 1253 0 0.0% Q2 2026 Jul 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 6,114 829 0.01% 0.01% 1254 0 0.0% Q2 2026 Aug 13, 2026
HMS Capital Management, LLC History No change 6,024 828 0.31% 0.31% 1255 0 0.0% Q2 2026 Jul 21, 2026
Rinkey Investments History No change 6,022 828 0.19% 0.19% 1256 0 0.0% Q2 2026 Jul 20, 2026
Journey Advisory Group, LLC History No change 6,025 828 0.06% 0.06% 1257 0 0.0% Q2 2026 Aug 04, 2026
Worth Financial Advisory Group, LLC History No change 5,991 823 0.34% 0.34% 1258 0 0.0% Q2 2026 Jul 30, 2026
Investors Research Corp History Added to 5,752 818 0.14% 0.13% 1259 +338 6.24% Q3 2026 Oct 07, 2026
Bluesphere Advisors LLC History No change 5,952 818 0.25% 0.25% 1260 0 0.0% Q2 2026 Jul 30, 2026
Solano Wealth Investment Advisors LLC History No change 5,931 815 0.37% 0.37% 1261 0 0.0% Q2 2026 Jul 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,925 814 0.15% 0.15% 1262 0 0.0% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,903 811 0.09% 0.09% 1263 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 5,889 809 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 5,877 808 0.01% 0.01% 1265 0 0.0% Q2 2026 Aug 13, 2026
Wealthquest Corp History No change 5,846 804 0.05% 0.05% 1266 0 0.0% Q2 2026 Jul 23, 2026
First Nebraska Trust Co History No change 5,812 799 0.06% 0.06% 1267 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 5,788 796 0.09% 0.09% 1268 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 5,785 795 0.18% 0.18% 1269 0 0.0% Q2 2026 Jul 27, 2026
Three Seasons Wealth, LLC History No change 5,755 791 0.07% 0.07% 1270 0 0.0% Q2 2026 Aug 13, 2026
Tortoise Investment Management, LLC History No change 5,726 787 0.06% 0.06% 1271 0 0.0% Q2 2026 Aug 07, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 5,493 781 0.18% 0.18% 1272 0 0.0% Q3 2026 Oct 06, 2026
Welch Group, LLC History No change 5,668 779 0.03% 0.03% 1273 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 5,639 775 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 27, 2026
Garde Capital, Inc. History No change 5,632 774 0.03% 0.03% 1275 0 0.0% Q2 2026 Jul 31, 2026
Advisor OS, LLC History No change 5,616 772 0.05% 0.05% 1276 0 0.0% Q2 2026 Aug 05, 2026
Spinnaker Investment Group, LLC History No change 5,618 772 0.12% 0.12% 1277 0 0.0% Q2 2026 Jul 10, 2026
CWS Financial Advisors, LLC History No change 5,612 771 0.17% 0.17% 1278 0 0.0% Q2 2026 Jul 30, 2026
Stone Wealth Partners History No change 5,595 770 0.56% 0.56% 1279 0 0.0% Q2 2026 Jul 16, 2026
Diversified Enterprises, LLC History No change 5,603 770 0.04% 0.04% 1280 0 0.0% Q2 2026 Jul 31, 2026
Conservest Capital Advisors, Inc. History No change 5,594 769 0.06% 0.06% 1281 0 0.0% Q2 2026 Jul 22, 2026
ALTFEST L J & CO INC History No change 5,566 765 0.07% 0.07% 1282 0 0.0% Q2 2026 Jul 30, 2026
PUREfi Wealth, LLC History No change 5,561 764 0.42% 0.42% 1283 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 5,546 762 0.07% 0.07% 1284 0 0.0% Q2 2026 Jul 31, 2026
STALEY CAPITAL ADVISERS INC History No change 5,534 761 0.03% 0.03% 1285 0 0.0% Q2 2026 Aug 11, 2026
Timonier Family Office, LTD. History No change 5,536 761 0.21% 0.21% 1286 0 0.0% Q2 2026 Aug 03, 2026
Disciplined Investments, LLC History No change 5,518 758 0.24% 0.24% 1287 0 0.0% Q2 2026 Aug 07, 2026
TFO Wealth Partners, LLC History No change 5,487 754 0.08% 0.08% 1288 0 0.0% Q2 2026 Aug 10, 2026
Lifestyle Asset Management, Inc. History No change 5,459 750 0.2% 0.2% 1289 0 0.0% Q2 2026 Jul 20, 2026
Midwest Financial Network, LLC History No change 5,428 746 0.51% 0.51% 1290 0 0.0% Q2 2026 Jul 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 5,417 745 0.01% 0.01% 1291 0 0.0% Q2 2026 Aug 03, 2026
Root Financial Partners, LLC History No change 5,418 745 0.03% 0.03% 1292 0 0.0% Q2 2026 Jul 29, 2026
Foguth Wealth Management, LLC. History No change 5,511 742 0.08% 0.08% 1293 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Financial Group History No change 5,392 741 0.56% 0.56% 1294 0 0.0% Q2 2026 Jul 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,385 740 0.06% 0.06% 1295 0 0.0% Q2 2026 Jul 16, 2026
River Street Advisors LLC History No change 5,377 739 0.22% 0.22% 1296 0 0.0% Q2 2026 Jul 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 5,363 737 0.04% 0.04% 1297 0 0.0% Q2 2026 Sep 11, 2026
Gradient Capital Advisors, LLC History No change 5,352 736 0.17% 0.17% 1298 0 0.0% Q2 2026 Jul 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 5,152 732 0.05% — 1299 +5,152 New Q3 2026 Oct 08, 2026
Principle Wealth Partners LLC History No change 5,319 731 0.04% 0.04% 1300 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 5,280 726 0.0% 0.0% 1301 0 0.0% Q2 2026 Aug 12, 2026
STRATEGY ASSET MANAGERS LLC History No change 5,262 723 0.11% 0.11% 1302 0 0.0% Q2 2026 Aug 14, 2026
Clarendon Private LLC History No change 5,260 723 0.46% 0.46% 1303 0 0.0% Q2 2026 Jul 22, 2026
Oakwell Private Wealth Management, LLC History No change 5,240 720 0.12% 0.12% 1304 0 0.0% Q2 2026 Aug 03, 2026
Palisade Asset Management, LLC History No change 5,234 719 0.07% 0.07% 1305 0 0.0% Q2 2026 Jul 20, 2026
KRS Capital Management, LLC History No change 5,222 718 0.33% 0.33% 1306 0 0.0% Q2 2026 Jul 20, 2026
Valpey Financial Services, LLC History No change 5,212 716 0.43% 0.43% 1307 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 5,200 715 0.14% 0.14% 1308 0 0.0% Q2 2026 Aug 10, 2026
Sequent Planning LLC History No change 5,190 713 0.15% 0.15% 1309 0 0.0% Q2 2026 Aug 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 5,166 710 0.07% 0.07% 1310 0 0.0% Q2 2026 Jul 07, 2026
Oak Harvest Investment Services History No change 5,168 710 0.07% 0.07% 1311 0 0.0% Q2 2026 Jul 24, 2026
PARTHENON LLC History No change 5,136 706 0.07% 0.07% 1312 0 0.0% Q2 2026 Jul 23, 2026
Curtis Advisory Group, LLC History No change 5,139 706 0.14% 0.14% 1313 0 0.0% Q2 2026 Jul 29, 2026
Planning Center, Inc. History No change 5,136 706 0.07% 0.07% 1314 0 0.0% Q2 2026 Jul 29, 2026
Courage Miller Partners, LLC History No change 5,118 703 0.19% 0.19% 1315 0 0.0% Q2 2026 Jul 23, 2026
FULTON BANK, N.A. History No change 5,103 701 0.02% 0.02% 1316 0 0.0% Q2 2026 Jul 09, 2026
Segment Wealth Management, LLC History No change 5,096 700 0.04% 0.04% 1317 0 0.0% Q2 2026 Jul 16, 2026
Old North State Trust, LLC History No change 5,083 699 0.36% 0.36% 1318 0 0.0% Q2 2026 Aug 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5,081 698 0.06% 0.06% 1319 0 0.0% Q2 2026 Jul 16, 2026
IMC-Chicago, LLC History No change 5,070 697 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 06, 2026
Laurel Wealth Advisors LLC History No change 5,067 696 0.07% 0.07% 1321 0 0.0% Q2 2026 Jul 17, 2026
Integrated Capital Management, LLC History No change 5,061 696 0.25% 0.25% 1322 0 0.0% Q2 2026 Jul 31, 2026
Trilogy Capital Inc. History No change 5,055 695 0.03% 0.03% 1323 0 0.0% Q2 2026 Jul 02, 2026
Objective Capital Management, LLC History No change 5,053 694 0.62% 0.62% 1324 0 0.0% Q2 2026 Jul 20, 2026
GARRISON POINT ADVISORS, LLC History No change 5,028 691 0.28% 0.28% 1325 0 0.0% Q2 2026 Jul 31, 2026
Gradient Investments LLC History Reduced 4,848 689 0.01% 0.01% 1326 -595 -10.93% Q3 2026 Oct 08, 2026
GenTrust, LLC History No change 5,000 687 0.03% 0.03% 1327 0 0.0% Q2 2026 Aug 06, 2026
Huntleigh Advisors, Inc. History No change 4,983 685 0.1% 0.1% 1328 0 0.0% Q2 2026 Aug 04, 2026
Front Row Advisors LLC History No change 4,852 683 0.2% 0.2% 1329 0 0.0% Q2 2026 Aug 13, 2026
Silvant Capital Management LLC History No change 4,955 681 0.02% 0.02% 1330 0 0.0% Q2 2026 Aug 11, 2026
Amplius Wealth Advisors, LLC History No change 4,948 680 0.05% 0.05% 1331 0 0.0% Q2 2026 Jul 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 4,907 674 0.04% 0.04% 1332 0 0.0% Q2 2026 Aug 10, 2026
SAGE FINANCIAL GROUP INC History No change 4,886 671 0.04% 0.04% 1333 0 0.0% Q2 2026 Jul 21, 2026
Pictet North America Advisors SA History No change 4,872 670 0.06% 0.06% 1334 0 0.0% Q2 2026 Jul 24, 2026
Level Wealth Management LLC History No change 4,876 670 0.27% 0.27% 1335 0 0.0% Q2 2026 Jul 28, 2026
Genesis Wealth Advisors, LLC History No change 4,869 669 0.4% 0.4% 1336 0 0.0% Q2 2026 Aug 07, 2026
VICUS CAPITAL History No change 4,862 668 0.04% 0.04% 1337 0 0.0% Q2 2026 Aug 05, 2026
JGP Wealth Management, LLC History No change 4,831 664 0.06% 0.06% 1338 0 0.0% Q2 2026 Jul 07, 2026
GAMMA Investing LLC History Added to 4,666 663 0.02% 0.02% 1339 +372 8.66% Q3 2026 Oct 08, 2026
WNY Asset Management, LLC History No change 4,808 661 0.06% 0.06% 1340 0 0.0% Q2 2026 Aug 17, 2026
Goldstein Advisors, LLC History No change 4,793 659 0.06% 0.06% 1341 0 0.0% Q2 2026 Jul 20, 2026
Good Harbor Advisors, Inc. History No change 4,790 659 0.64% 0.64% 1342 0 0.0% Q2 2026 Jul 17, 2026
First County Bank /CT/ History No change 4,790 658 0.31% 0.31% 1343 0 0.0% Q2 2026 Jul 02, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 4,592 653 0.06% 0.06% 1344 -295 -6.04% Q3 2026 Oct 07, 2026
Family Manage LLC History No change 4,750 653 0.07% 0.07% 1345 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 4,740 651 0.04% 0.04% 1346 0 0.0% Q2 2026 Jul 30, 2026
Samalin Investment Counsel, LLC History No change 4,729 650 0.2% 0.2% 1347 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 4,729 650 0.13% 0.13% 1348 0 0.0% Q2 2026 Jul 24, 2026
Gutierrez Wealth Advisory, LLC History No change 4,728 650 0.38% 0.38% 1349 0 0.0% Q2 2026 Aug 03, 2026
Oxford Wealth Group, LLC History No change 4,727 650 0.29% 0.29% 1350 0 0.0% Q2 2026 Aug 13, 2026
Seascape Capital Management History No change 4,716 649 0.16% 0.16% 1351 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisory Services, LLC History No change 4,720 649 0.04% 0.04% 1352 0 0.0% Q2 2026 Jul 23, 2026
ENZI WEALTH History No change 4,706 648 0.21% 0.21% 1353 0 0.0% Q2 2026 Jul 15, 2026
Base Wealth Management LLC History No change 4,709 647 0.3% 0.3% 1354 0 0.0% Q2 2026 Jul 22, 2026
WT Wealth Management History No change 4,704 646 0.18% 0.18% 1355 0 0.0% Q2 2026 Jul 22, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,703 646 0.16% 0.16% 1356 0 0.0% Q2 2026 Aug 27, 2026
BOS Asset Management, LLC History No change 4,548 646 0.15% 0.15% 1357 0 0.0% Q3 2026 Oct 09, 2026
Blackston Financial Advisory Group, LLC History No change 4,689 644 0.36% 0.36% 1358 0 0.0% Q2 2026 Aug 14, 2026
Francis Financial, Inc. History No change 4,675 643 0.11% 0.11% 1359 0 0.0% Q2 2026 Aug 10, 2026
UNIQUE WEALTH, LLC History No change 4,679 643 0.07% 0.07% 1360 0 0.0% Q2 2026 Jul 21, 2026
Capital Squared Financial LLC History No change 4,672 642 0.42% 0.42% 1361 0 0.0% Q2 2026 Jul 21, 2026
PSI Advisors, LLC History No change 4,662 641 0.15% 0.15% 1362 0 0.0% Q2 2026 Aug 03, 2026
Horizon Wealth Management, LLC History No change 4,668 641 0.08% 0.08% 1363 0 0.0% Q2 2026 Aug 06, 2026
SwitchPoint Financial Planning, LLC History No change 4,656 640 0.37% 0.37% 1364 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 4,648 639 0.02% 0.02% 1365 0 0.0% Q2 2026 Oct 07, 2026
Wealthstar Advisors, LLC History No change 4,646 638 0.19% 0.19% 1366 0 0.0% Q2 2026 Jul 30, 2026
Prism Planning Partners LLC History No change 4,638 637 0.67% 0.67% 1367 0 0.0% Q2 2026 Jul 23, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,622 635 0.01% 0.01% 1368 0 0.0% Q2 2026 Jul 31, 2026
Aspen Investment Management Inc History No change 4,610 634 0.17% 0.17% 1369 0 0.0% Q2 2026 Jul 17, 2026
Mengis Capital Management, Inc. History No change 4,610 634 0.1% 0.1% 1370 0 0.0% Q2 2026 Jul 28, 2026
New World Advisors LLC History No change 4,613 634 0.11% 0.11% 1371 0 0.0% Q2 2026 Aug 12, 2026
CONDOR CAPITAL MANAGEMENT History No change 4,597 632 0.05% 0.05% 1372 0 0.0% Q2 2026 Aug 12, 2026
McLean Asset Management Corp History No change 4,673 632 0.08% 0.08% 1373 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 4,588 630 0.13% 0.13% 1374 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 4,548 630 0.06% 0.06% 1375 0 0.0% Q2 2026 Jul 14, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 4,558 626 0.14% 0.14% 1376 0 0.0% Q2 2026 Jul 20, 2026
LOOMIS SAYLES & CO L P History No change 4,540 624 0.0% 0.0% 1377 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 4,541 624 0.46% 0.46% 1378 0 0.0% Q2 2026 Jul 31, 2026
Pine Valley Investments Ltd Liability Co History No change 4,543 624 0.02% 0.02% 1379 0 0.0% Q2 2026 Jul 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,539 624 0.09% 0.09% 1380 0 0.0% Q2 2026 Jul 21, 2026
Verdence Capital Advisors LLC History No change 4,528 622 0.03% 0.03% 1381 0 0.0% Q2 2026 Jul 29, 2026
Curbstone Financial Management Corp History No change 4,500 618 0.11% 0.11% 1382 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,494 618 0.04% 0.04% 1383 0 0.0% Q2 2026 Aug 05, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 4,496 618 0.09% 0.09% 1384 0 0.0% Q2 2026 Jul 22, 2026
Indivisible Partners History No change 4,496 618 0.03% 0.03% 1385 0 0.0% Q2 2026 Aug 04, 2026
Rubicon Advisors, GP History No change 4,498 618 0.45% 0.45% 1386 0 0.0% Q2 2026 Jul 29, 2026
Hyundai Investments Co., Ltd. History No change 4,551 617 0.67% 0.67% 1387 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 4,452 612 0.04% 0.04% 1388 0 0.0% Q2 2026 Aug 04, 2026
Fort Point Capital Partners LLC History No change 4,444 611 0.04% 0.04% 1389 0 0.0% Q2 2026 Aug 14, 2026
Grove Bank & Trust History No change 4,281 609 0.06% 0.06% 1390 0 0.0% Q3 2026 Oct 08, 2026
TRUEFG, LLC History No change 4,435 609 0.14% 0.14% 1391 0 0.0% Q2 2026 Jul 16, 2026
HORAN Wealth, LLC History No change 4,423 608 0.08% 0.08% 1392 0 0.0% Q2 2026 Aug 26, 2026
Canvas Wealth Advisors, LLC History No change 4,401 605 0.08% 0.08% 1393 0 0.0% Q2 2026 Jul 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,393 604 0.03% 0.03% 1394 0 0.0% Q2 2026 Aug 04, 2026
Fusion Capital, LLC History No change 4,397 604 0.14% 0.14% 1395 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group History No change 4,374 601 0.04% 0.04% 1396 0 0.0% Q2 2026 Jul 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 4,358 599 0.0% 0.0% 1397 0 0.0% Q2 2026 Aug 13, 2026
VeraBank, N.A. History No change 4,362 599 0.1% 0.1% 1398 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 4,344 597 0.02% 0.02% 1399 0 0.0% Q2 2026 Aug 13, 2026
Legacy Bridge, LLC History No change 4,330 595 0.18% 0.18% 1400 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co of South Dakota History No change 4,330 595 0.37% 0.37% 1401 0 0.0% Q2 2026 Jul 28, 2026
Independent Wealth Network Inc. History No change 4,327 595 0.15% 0.15% 1402 0 0.0% Q2 2026 Jul 20, 2026
Oak Wealth Advisors LLC History No change 4,325 594 0.28% 0.28% 1403 0 0.0% Q2 2026 Jul 22, 2026
Annex Advisory Services, LLC History No change 4,312 593 0.01% 0.01% 1404 0 0.0% Q2 2026 Jul 10, 2026
NOVUS ADVISORS, LLC History No change 4,309 592 1.23% 1.23% 1405 0 0.0% Q2 2026 Jul 27, 2026
Insight Wealth Strategies, LLC History Added to 4,157 591 0.06% 0.06% 1406 +4 0.1% Q3 2026 Oct 09, 2026
Hiley Hunt Wealth Management History Reduced 4,149 590 0.23% 0.23% 1407 -21 -0.5% Q3 2026 Oct 08, 2026
Family Office Research LLC History No change 4,275 587 0.22% 0.22% 1408 0 0.0% Q2 2026 Jul 27, 2026
O'Connor Financial Group LLC History No change 4,243 583 0.21% 0.21% 1409 0 0.0% Q2 2026 Jul 17, 2026
Arrowroot Family Office, LLC History No change 4,226 581 0.17% 0.17% 1410 0 0.0% Q2 2026 Aug 06, 2026
GreatBanc Trust CO History No change 4,200 577 0.36% 0.36% 1411 0 0.0% Q2 2026 Jul 29, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 4,200 577 0.07% 0.07% 1412 0 0.0% Q2 2026 Jul 09, 2026
PATTEN & PATTEN INC/TN History No change 4,191 576 0.03% 0.03% 1413 0 0.0% Q2 2026 Aug 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 4,171 573 0.15% 0.15% 1414 0 0.0% Q2 2026 Aug 20, 2026
Bank OZK History No change 4,166 572 0.17% 0.17% 1415 0 0.0% Q2 2026 Aug 17, 2026
Bogart Wealth, LLC History No change 4,159 571 0.02% 0.02% 1416 0 0.0% Q2 2026 Jul 24, 2026
GLOBALT Investments LLC / GA History No change 4,154 571 0.02% 0.02% 1417 0 0.0% Q2 2026 Aug 10, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 4,151 570 0.11% 0.11% 1418 0 0.0% Q2 2026 Jul 21, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,116 566 0.06% 0.06% 1419 0 0.0% Q2 2026 Aug 10, 2026
Dana Investment Advisors, Inc. History No change 4,110 565 0.01% 0.01% 1420 0 0.0% Q2 2026 Aug 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 4,101 563 0.23% 0.23% 1421 0 0.0% Q2 2026 Jul 28, 2026
Wagner Wealth Management, Corp History No change 4,094 563 0.45% 0.45% 1422 0 0.0% Q2 2026 Aug 10, 2026
TrueWealth Advisors, LLC History Reduced 3,910 556 0.12% 0.13% 1425 -272 -6.5% Q3 2026 Oct 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4,043 556 0.18% 0.18% 1423 0 0.0% Q2 2026 Jul 16, 2026
Ellevest, Inc. History No change 4,436 556 0.07% 0.07% 1424 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 4,130 555 0.04% 0.04% 1426 0 0.0% Q2 2026 Aug 07, 2026
Aviance Capital Partners, LLC History No change 4,031 554 0.06% 0.06% 1427 0 0.0% Q2 2026 Jul 30, 2026
MWA Asset Management History No change 4,017 552 0.25% 0.25% 1428 0 0.0% Q2 2026 Jul 31, 2026
LaFleur & Godfrey LLC History No change 4,005 550 0.07% 0.07% 1429 0 0.0% Q2 2026 Jul 15, 2026
Kingdom Financial Group LLC. History No change 4,004 550 0.14% 0.14% 1430 0 0.0% Q2 2026 Aug 07, 2026
FLOYD FINANCIAL GROUP LLC History No change 3,986 549 0.36% 0.36% 1431 0 0.0% Q2 2026 Jul 22, 2026
Nicholas Hoffman & Company, LLC. History No change 3,981 547 0.01% 0.01% 1432 0 0.0% Q2 2026 Aug 04, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,978 547 0.22% 0.22% 1433 0 0.0% Q2 2026 Jul 14, 2026
Madson Wealth Advisors Inc History No change 3,978 547 0.37% 0.37% 1434 0 0.0% Q2 2026 Jul 21, 2026
KELLY FINANCIAL GROUP LLC History No change 3,977 546 0.12% 0.12% 1435 0 0.0% Q2 2026 Jul 14, 2026
Accretive Wealth Partners, LLC History No change 3,975 546 0.13% 0.13% 1436 0 0.0% Q2 2026 Jul 29, 2026
Glen Eagle Advisors, LLC History No change 3,956 544 0.07% 0.07% 1437 0 0.0% Q2 2026 Aug 14, 2026
Secure Asset Management, LLC History No change 3,941 542 0.08% 0.08% 1438 0 0.0% Q2 2026 Jul 15, 2026
SOA Wealth Advisors, LLC. History No change 3,943 542 0.09% 0.09% 1439 0 0.0% Q2 2026 Jul 21, 2026
Impact Partnership Wealth, LLC History No change 3,943 542 0.05% 0.05% 1440 0 0.0% Q2 2026 Jul 29, 2026
AssuredPartners Investment Advisors, LLC History No change 3,945 542 0.05% 0.05% 1441 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 3,940 541 0.02% 0.02% 1442 0 0.0% Q2 2026 Aug 07, 2026
Westover Capital Advisors, LLC History No change 3,920 539 0.09% 0.09% 1443 0 0.0% Q2 2026 Aug 04, 2026
LITTLE HOUSE CAPITAL LLC History No change 3,913 538 0.12% 0.12% 1444 0 0.0% Q2 2026 Aug 07, 2026
IFC Advisors LLC History No change 3,912 538 0.07% 0.07% 1445 0 0.0% Q2 2026 Aug 05, 2026
Armstrong, Fleming & Moore, Inc History No change 3,905 537 0.18% 0.18% 1446 0 0.0% Q2 2026 Jul 28, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,885 534 0.03% 0.03% 1447 0 0.0% Q2 2026 Jul 15, 2026
Veery Capital, LLC History No change 3,754 534 0.14% 0.14% 1448 0 0.0% Q3 2026 Oct 07, 2026
Capital Investment Counsel, LLC History No change 3,880 533 0.07% 0.07% 1449 0 0.0% Q2 2026 Jul 15, 2026
Freedom Day Solutions, LLC History No change 3,865 531 0.12% 0.12% 1450 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Advisors, Inc. History No change 3,864 531 0.11% 0.11% 1451 0 0.0% Q2 2026 Jul 17, 2026
Main Street Group, LTD History No change 3,868 531 0.12% 0.12% 1452 0 0.0% Q2 2026 Jul 13, 2026
Fairman Group, LLC History No change 3,857 530 0.42% 0.42% 1453 0 0.0% Q2 2026 Aug 04, 2026
Hidden Cove Wealth Management, LLC History No change 3,851 529 0.29% 0.29% 1454 0 0.0% Q2 2026 Jul 21, 2026
Financial Synergies Wealth Advisors, Inc. History No change 3,853 529 0.04% 0.04% 1455 0 0.0% Q2 2026 Jul 17, 2026
Glassman Wealth Services History No change 3,843 528 0.06% 0.06% 1456 0 0.0% Q2 2026 Aug 05, 2026
Third View Private Wealth, LLC History No change 3,844 528 0.06% 0.06% 1457 0 0.0% Q2 2026 Jul 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 3,705 527 0.03% 0.03% 1458 0 0.0% Q3 2026 Oct 09, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,837 527 0.14% 0.14% 1459 0 0.0% Q2 2026 Aug 07, 2026
Shearwater Capital LLC History No change 3,830 526 0.25% 0.25% 1460 0 0.0% Q2 2026 Jul 08, 2026
AA Financial Advisors, LLC History No change 3,822 525 0.06% 0.06% 1461 0 0.0% Q2 2026 Jul 17, 2026
OARSMAN CAPITAL, INC. History No change 3,798 522 0.06% 0.06% 1462 0 0.0% Q2 2026 Aug 07, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 3,786 520 0.34% 0.34% 1463 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,783 520 0.04% 0.04% 1464 0 0.0% Q2 2026 Jul 28, 2026
One Capital Management, LLC History No change 4,595 519 0.01% 0.01% 1465 0 0.0% Q2 2026 Aug 13, 2026
W1M Asset Management Ltd History No change 3,781 519 0.0% 0.0% 1466 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 3,773 518 0.02% 0.02% 1467 0 0.0% Q2 2026 Jul 21, 2026
Capital Asset Managemnet, LLC History No change 3,769 518 1.17% 1.17% 1468 0 0.0% Q2 2026 Jul 24, 2026
Newman Dignan & Sheerar, Inc. History No change 3,762 517 0.1% 0.1% 1469 0 0.0% Q2 2026 Jul 14, 2026
Sachetta, LLC History No change 3,764 517 0.25% 0.25% 1470 0 0.0% Q2 2026 Jul 15, 2026
Advisory Solutions Group, LLC History No change 3,762 517 0.18% 0.18% 1471 0 0.0% Q2 2026 Jul 29, 2026
Holland Advisory Services, Inc. History No change 3,755 516 0.57% 0.57% 1472 0 0.0% Q2 2026 Jul 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,750 515 0.11% 0.11% 1473 0 0.0% Q2 2026 Aug 12, 2026
Coyle Financial Counsel LLC History No change 3,751 515 0.09% 0.09% 1474 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,739 514 0.04% 0.04% 1475 0 0.0% Q2 2026 Aug 03, 2026
Warm Springs Advisors Inc. History No change 3,736 513 0.35% 0.35% 1476 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 3,736 513 0.11% 0.11% 1477 0 0.0% Q2 2026 Jul 31, 2026
Mascagni Wealth Management, Inc. History No change 3,725 512 0.32% 0.32% 1478 0 0.0% Q2 2026 Jul 31, 2026
Stone Summit Wealth LLC History No change 3,698 508 0.13% 0.13% 1479 0 0.0% Q2 2026 Jul 23, 2026
Shira Ridge Wealth Management History Added to 3,567 507 0.18% 0.17% 1480 +92 2.65% Q3 2026 Oct 08, 2026
Wealth Preservation Advisors, LLC History No change 3,688 507 0.29% 0.29% 1481 0 0.0% Q2 2026 Aug 14, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,688 507 0.14% 0.14% 1482 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 3,680 506 0.03% 0.03% 1483 0 0.0% Q2 2026 Aug 10, 2026
Klingman & Associates, LLC History No change 3,671 504 0.02% 0.02% 1484 0 0.0% Q2 2026 Jul 29, 2026
Plan Group Financial, LLC History No change 3,666 504 0.1% 0.1% 1485 0 0.0% Q2 2026 Aug 03, 2026
Community Bank, N.A. History No change 3,645 501 0.05% 0.05% 1486 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 3,645 501 0.05% 0.05% 1487 0 0.0% Q2 2026 Jul 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,644 501 0.01% 0.01% 1488 0 0.0% Q2 2026 Aug 11, 2026
RVW Wealth, LLC History No change 3,525 501 0.03% 0.03% 1489 0 0.0% Q3 2026 Oct 06, 2026
Legacy Trust History No change 3,642 500 0.09% 0.09% 1490 0 0.0% Q2 2026 Jul 31, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,635 499 0.0% 0.0% 1491 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 3,624 498 0.16% 0.16% 1492 0 0.0% Q2 2026 Jul 30, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 3,621 497 0.13% 0.13% 1493 0 0.0% Q2 2026 Jul 20, 2026
Trail Ridge Investment Advisors, LLC History No change 3,615 497 0.21% 0.21% 1494 0 0.0% Q2 2026 Aug 13, 2026
Genesis Financial Group, LLC History No change 3,593 494 0.32% 0.32% 1495 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 3,585 493 0.03% 0.03% 1496 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 3,572 491 0.05% 0.05% 1497 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,559 489 0.05% 0.05% 1498 0 0.0% Q2 2026 Aug 13, 2026
HFG Advisors, Inc. History No change 3,552 488 0.3% 0.3% 1499 0 0.0% Q2 2026 Aug 07, 2026
Caldwell Trust Co History No change 3,550 488 0.04% 0.04% 1500 0 0.0% Q2 2026 Aug 03, 2026
Allen Capital Group, LLC History No change 3,547 487 0.04% 0.04% 1501 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 3,543 487 0.06% 0.06% 1502 0 0.0% Q2 2026 Aug 11, 2026
Center For Asset Management LLC History No change 3,540 486 0.22% 0.22% 1503 0 0.0% Q2 2026 Jul 27, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 3,528 485 0.2% 0.2% 1504 0 0.0% Q2 2026 Jul 20, 2026
Aurdan Capital Management, LLC History No change 3,530 485 0.12% 0.12% 1505 0 0.0% Q2 2026 Jul 15, 2026
Financial Insights, Inc. History No change 3,526 484 0.13% 0.13% 1506 0 0.0% Q2 2026 Aug 25, 2026
Partners in Financial Planning History No change 3,510 482 0.07% 0.07% 1507 0 0.0% Q2 2026 Aug 10, 2026
BLB&B Advisors, LLC History No change 3,499 481 0.02% 0.02% 1508 0 0.0% Q2 2026 Aug 05, 2026
Northwest Financial Advisors History No change 3,483 479 0.06% 0.06% 1509 0 0.0% Q2 2026 Jul 27, 2026
6th Street Advisors, LLC History No change 3,488 479 0.28% 0.28% 1510 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 3,482 478 0.01% 0.01% 1511 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 3,471 477 0.03% 0.03% 1512 0 0.0% Q2 2026 Aug 07, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 3,475 477 0.03% 0.03% 1513 0 0.0% Q2 2026 Aug 12, 2026
Newton One Investments LLC History No change 3,465 476 0.12% 0.12% 1514 0 0.0% Q2 2026 Jul 22, 2026
Harvest Investment Services, LLC History No change 3,451 474 0.07% 0.07% 1515 0 0.0% Q2 2026 Aug 14, 2026
Essential Investment Partners LLC History No change 3,450 474 0.38% 0.38% 1516 0 0.0% Q2 2026 Jul 15, 2026
Salus Financial Advisors, LLC History No change 3,441 473 0.23% 0.23% 1517 0 0.0% Q2 2026 Aug 06, 2026
Peak Retirement Planning, Inc. History No change 3,441 473 0.07% 0.07% 1518 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 3,428 471 0.03% 0.03% 1519 0 0.0% Q2 2026 Jul 21, 2026
WHALEROCK POINT PARTNERS, LLC History No change 3,426 471 0.08% 0.08% 1520 0 0.0% Q2 2026 Aug 13, 2026
Legacy Capital Group California, Inc. History No change 3,429 471 0.14% 0.14% 1521 0 0.0% Q2 2026 Jul 29, 2026
Pullen Investment Management, LLC History No change 3,428 471 0.22% 0.22% 1522 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial Wealth Advisors, LLC History No change 3,422 470 0.06% 0.06% 1523 0 0.0% Q2 2026 Jul 15, 2026
INGALLS & SNYDER LLC History No change 3,409 469 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 14, 2026
Integrity Wealth Solutions LLC History No change 3,404 468 0.17% 0.17% 1525 0 0.0% Q2 2026 Jul 30, 2026
CRUX WEALTH ADVISORS History No change 3,404 468 0.16% 0.16% 1526 0 0.0% Q2 2026 Jul 21, 2026
Portland Global Advisors LLC History No change 3,395 466 0.04% 0.04% 1527 0 0.0% Q2 2026 Aug 13, 2026
Mountain Capital Investment Advisors Inc. History No change 3,393 466 0.07% 0.07% 1528 0 0.0% Q2 2026 Jul 14, 2026
Manhattan West Asset Management, LLC History No change 3,383 465 0.08% 0.08% 1529 0 0.0% Q2 2026 Aug 11, 2026
PETRA FINANCIAL ADVISORS INC History No change 3,383 465 0.22% 0.22% 1530 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,301 465 0.06% 0.06% 1531 0 0.0% Q2 2026 Aug 12, 2026
SMITH, MOORE & CO. History No change 3,380 464 0.03% 0.03% 1532 0 0.0% Q2 2026 Aug 12, 2026
Town Capital LLC History No change 3,378 464 0.29% 0.29% 1533 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Financial Group, LLC History No change 3,262 464 0.03% 0.03% 1534 0 0.0% Q3 2026 Oct 01, 2026
Montz Harcus Wealth Management LLC History Added to 3,249 462 0.16% 0.16% 1535 +3 0.09% Q3 2026 Oct 09, 2026
Hilltop Holdings Inc. History No change 3,333 458 0.04% 0.04% 1536 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 3,333 458 0.1% 0.1% 1537 0 0.0% Q2 2026 Jul 24, 2026
Stiles Financial Services Inc History No change 3,305 454 0.11% 0.11% 1538 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 3,297 453 0.03% 0.03% 1539 0 0.0% Q2 2026 Aug 06, 2026
Stewardship Advisors, LLC History No change 3,288 452 0.09% 0.09% 1540 0 0.0% Q2 2026 Jul 20, 2026
WILLNER & HELLER, LLC History No change 3,290 452 0.28% 0.28% 1541 0 0.0% Q2 2026 Jul 07, 2026
Heritage Family Offices, LLP History No change 3,288 452 0.17% 0.17% 1542 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 3,288 452 0.17% 0.17% 1543 0 0.0% Q2 2026 Jul 06, 2026
Hubbell Strickland Wealth Management, LLC History No change 3,282 451 0.16% 0.16% 1544 0 0.0% Q2 2026 Jul 29, 2026
TKG Advisors, LLC History No change 3,282 451 0.16% 0.16% 1545 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 3,279 450 0.02% 0.02% 1546 0 0.0% Q2 2026 Jul 21, 2026
180 WEALTH ADVISORS, LLC History No change 3,267 449 0.05% 0.05% 1547 0 0.0% Q2 2026 Jul 07, 2026
SAXON INTERESTS, INC. History No change 3,268 449 0.12% 0.12% 1548 0 0.0% Q2 2026 Aug 12, 2026
Black Swift Group, LLC History No change 3,256 447 0.06% 0.06% 1549 0 0.0% Q2 2026 Aug 13, 2026
Oasis Advisors, LLC History No change 3,252 447 0.29% 0.29% 1550 0 0.0% Q2 2026 Jul 30, 2026
KLCM Advisors, Inc. History No change 3,244 446 0.04% 0.04% 1551 0 0.0% Q2 2026 Aug 06, 2026
Cove Private Wealth, LLC History No change 3,239 445 0.09% 0.09% 1552 0 0.0% Q2 2026 Jul 31, 2026
Align Financial, LLC History No change 3,237 445 0.22% 0.22% 1553 0 0.0% Q2 2026 Jul 27, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 3,229 444 0.14% 0.14% 1554 0 0.0% Q2 2026 Jul 28, 2026
Meeder Advisory Services, Inc. History No change 3,225 443 0.02% 0.02% 1555 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,205 440 0.01% 0.01% 1556 0 0.0% Q2 2026 Jul 17, 2026
Roble, Belko & Company, Inc History No change 3,196 440 0.05% 0.05% 1557 0 0.0% Q2 2026 Jul 24, 2026
FSA WEALTH PARTNERS, INC. History No change 3,203 440 0.11% 0.11% 1558 0 0.0% Q2 2026 Aug 03, 2026
Paulson Wealth Management Inc. History No change 3,200 440 0.09% 0.09% 1559 0 0.0% Q2 2026 Aug 04, 2026
Tailwinds Wealth, LLC History No change 3,205 440 0.26% 0.26% 1560 0 0.0% Q2 2026 Jul 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 3,180 437 0.04% 0.04% 1561 0 0.0% Q2 2026 Jul 09, 2026
Old Peak Finance LLC History No change 3,172 436 0.21% 0.21% 1562 0 0.0% Q2 2026 Aug 03, 2026
Select Asset Management & Trust History No change 3,162 435 0.13% 0.13% 1563 0 0.0% Q2 2026 Aug 11, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 3,160 434 0.07% 0.07% 1564 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 3,143 432 0.03% 0.03% 1565 0 0.0% Q2 2026 Aug 11, 2026
Global Assets Advisory, LLC History No change 3,137 430 0.09% 0.09% 1566 0 0.0% Q2 2026 Jul 27, 2026
Prasad Wealth Partners, LLC History No change 3,127 430 0.1% 0.1% 1567 0 0.0% Q2 2026 Jul 29, 2026
STEPH & CO History No change 3,009 428 0.11% 0.1% 1568 0 0.0% Q3 2026 Oct 07, 2026
SFAM, LLC History No change 3,110 427 0.35% 0.35% 1569 0 0.0% Q2 2026 Aug 13, 2026
Fermata Advisors, LLC History No change 3,112 427 0.09% 0.09% 1570 0 0.0% Q2 2026 Jul 07, 2026
Corundum Trust Company, INC History No change 3,110 427 1.14% 1.14% 1571 0 0.0% Q2 2026 Jul 29, 2026
Ascension Capital Advisors, Inc. History No change 3,103 426 0.12% 0.12% 1572 0 0.0% Q2 2026 Jul 27, 2026
Strategic Point Investment Advisors, LLC History No change 3,088 424 0.06% 0.06% 1573 0 0.0% Q2 2026 Jul 08, 2026
Roan Capital Partners History Reduced 2,973 422 0.31% 0.34% 1574 -41 -1.36% Q3 2026 Oct 09, 2026
IMA Advisory Services, Inc. History No change 3,055 420 0.03% 0.03% 1575 0 0.0% Q2 2026 Aug 10, 2026
Beaton Management Co. Inc. History No change 3,045 419 0.17% 0.17% 1576 0 0.0% Q2 2026 Aug 07, 2026
L & S Advisors Inc History No change 3,045 418 0.04% 0.04% 1577 0 0.0% Q2 2026 Aug 12, 2026
TPG Advisors LLC History No change 3,044 418 0.23% 0.23% 1578 0 0.0% Q2 2026 Jul 29, 2026
Core Wealth Management, Inc. History No change 3,017 414 0.12% 0.12% 1579 0 0.0% Q2 2026 Jul 29, 2026
Winslow Capital Management, LLC History No change 3,008 413 0.0% 0.0% 1580 0 0.0% Q2 2026 Aug 13, 2026
CULLINAN ASSOCIATES INC History No change 3,004 413 0.03% 0.03% 1581 0 0.0% Q2 2026 Jul 29, 2026
1776 Wealth LLC History No change 3,000 412 0.15% 0.15% 1582 0 0.0% Q2 2026 Aug 10, 2026
OFS Enterprise LLC History No change 2,998 412 0.11% 0.11% 1583 0 0.0% Q2 2026 Jul 08, 2026
Van Diest Capital, LLC History No change 2,990 411 0.37% 0.37% 1584 0 0.0% Q2 2026 Aug 04, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,971 408 0.03% 0.03% 1585 0 0.0% Q2 2026 Aug 05, 2026
Quantbot Technologies LP History No change 2,946 405 0.02% 0.02% 1586 0 0.0% Q2 2026 Aug 12, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 2,922 404 0.23% 0.23% 1587 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisor Network LLC History No change 2,938 404 0.51% 0.51% 1588 0 0.0% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 2,937 403 0.15% 0.15% 1589 0 0.0% Q2 2026 Jul 20, 2026
ORBA Wealth Advisors, L.L.C. History No change 2,923 402 0.34% 0.34% 1590 0 0.0% Q2 2026 Jul 23, 2026
RMR Wealth Builders History No change 2,921 401 0.02% 0.02% 1591 0 0.0% Q2 2026 Jul 24, 2026
Valtinson Bruner Financial Planning LLC History No change 2,898 398 0.1% 0.1% 1592 0 0.0% Q2 2026 Aug 03, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 2,896 398 0.09% 0.09% 1593 0 0.0% Q2 2026 Aug 11, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,886 396 0.06% 0.06% 1594 0 0.0% Q2 2026 Jul 27, 2026
Heritage Wealth Management, Inc. History No change 2,881 396 0.1% 0.1% 1595 0 0.0% Q2 2026 Jul 28, 2026
Richmond Investment Services, LLC History No change 2,881 396 0.13% 0.13% 1596 0 0.0% Q2 2026 Jul 27, 2026
Three Cord True Wealth Management, LLC History No change 2,867 394 0.19% 0.19% 1597 0 0.0% Q2 2026 Jul 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,860 393 0.01% 0.01% 1598 0 0.0% Q2 2026 Aug 13, 2026
MRA Advisory Group History Added to 2,756 392 0.15% 0.14% 1599 +1 0.04% Q3 2026 Oct 07, 2026
Centennial Advisors, LLC History No change 2,847 391 0.47% 0.47% 1600 0 0.0% Q2 2026 Jul 27, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,849 391 0.07% 0.07% 1601 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Partners, LLC History No change 2,833 389 0.06% 0.06% 1602 0 0.0% Q2 2026 Aug 03, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 2,818 387 0.27% 0.27% 1603 0 0.0% Q2 2026 Aug 11, 2026
Nalls Sherbakoff Group, LLC History No change 2,808 386 0.27% 0.27% 1604 0 0.0% Q2 2026 Aug 17, 2026
Delta Investment Management, LLC History No change 2,801 385 0.06% 0.06% 1605 0 0.0% Q2 2026 Aug 13, 2026
Onyx Bridge Wealth Group LLC History No change 2,802 385 0.03% 0.03% 1606 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,787 383 0.04% 0.04% 1607 0 0.0% Q2 2026 Aug 07, 2026
Zullo Investment Group, Inc. History No change 2,791 383 0.13% 0.13% 1608 0 0.0% Q2 2026 Jul 31, 2026
Sagace Wealth Management LLC History No change 2,791 383 0.24% 0.24% 1609 0 0.0% Q2 2026 Aug 03, 2026
WoodTrust Financial Corp History Added to 2,685 382 0.05% 0.04% 1610 +135 5.29% Q3 2026 Oct 09, 2026
Cornerstone Planning, LLC History No change 2,781 382 0.09% 0.09% 1611 0 0.0% Q2 2026 Jul 29, 2026
M3 Advisory Group, LLC History No change 2,780 382 0.2% 0.2% 1612 0 0.0% Q2 2026 Jul 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 2,772 381 0.0% 0.0% 1613 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 2,775 381 0.05% 0.05% 1614 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 2,767 380 0.0% 0.0% 1615 0 0.0% Q2 2026 Aug 07, 2026
SP Asset Management LLC History No change 2,760 379 0.03% 0.03% 1616 0 0.0% Q2 2026 Aug 04, 2026
M. Kraus & Co History No change 2,750 378 0.1% 0.1% 1617 0 0.0% Q2 2026 Jul 29, 2026
Blue Chip Partners, LLC History No change 2,747 377 0.02% 0.02% 1618 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 2,767 377 0.1% 0.1% 1619 0 0.0% Q2 2026 Aug 10, 2026
Global Financial Private Client, LLC History No change 2,742 377 0.1% 0.1% 1620 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 2,736 376 0.06% 0.06% 1621 0 0.0% Q2 2026 Aug 12, 2026
Global Wealth Management Investment Advisory, Inc. History No change 2,736 376 0.05% 0.05% 1622 0 0.0% Q2 2026 Jul 29, 2026
NovaPoint Capital, LLC History No change 2,740 376 0.08% 0.08% 1623 0 0.0% Q2 2026 Aug 06, 2026
Plum Street Advisors, LLC History No change 2,741 376 0.12% 0.12% 1624 0 0.0% Q2 2026 Aug 13, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 2,740 376 0.16% 0.16% 1625 0 0.0% Q2 2026 Jul 24, 2026
Guardian Financial Partners, LLC History No change 2,721 374 0.15% 0.15% 1626 0 0.0% Q2 2026 Jul 15, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 2,724 374 0.17% 0.17% 1627 0 0.0% Q2 2026 Jul 10, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 2,718 373 0.05% 0.05% 1628 0 0.0% Q2 2026 Jul 20, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 2,708 372 0.03% 0.03% 1629 0 0.0% Q2 2026 Jul 29, 2026
Strategic Financial Services, Inc. History No change 2,699 371 0.02% 0.02% 1630 0 0.0% Q2 2026 Aug 24, 2026
Rockbridge Investment Management, LCC History No change 2,703 371 0.03% 0.03% 1631 0 0.0% Q2 2026 Aug 14, 2026
Talon Private Wealth, LLC History No change 2,699 371 0.04% 0.04% 1632 0 0.0% Q2 2026 Sep 11, 2026
LJI Wealth Management, LLC History No change 2,691 370 0.05% 0.05% 1633 0 0.0% Q2 2026 Jul 31, 2026
CIM, LLC History No change 2,680 368 0.05% 0.05% 1634 0 0.0% Q2 2026 Aug 13, 2026
Brady Martz Wealth Solutions, LLC History No change 2,672 367 0.06% 0.06% 1635 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 2,665 366 0.03% 0.03% 1636 0 0.0% Q2 2026 Aug 04, 2026
New Age Alpha Advisors, LLC History No change 2,662 366 0.02% 0.02% 1637 0 0.0% Q2 2026 Aug 13, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 2,664 366 0.22% 0.22% 1638 0 0.0% Q2 2026 Jul 21, 2026
Investment Partners Asset Management, Inc. History No change 2,572 365 0.2% 0.2% 1639 0 0.0% Q3 2026 Oct 08, 2026
Cypress Capital Group History No change 2,650 364 0.03% 0.03% 1640 0 0.0% Q2 2026 Aug 05, 2026
Genesee Capital Advisors, LLC History No change 2,652 364 0.11% 0.11% 1641 0 0.0% Q2 2026 Aug 06, 2026
DAVIDSON TRUST CO History No change 2,556 363 0.14% 0.14% 1642 0 0.0% Q3 2026 Oct 09, 2026
Great Lakes Retirement, Inc. History No change 2,647 363 0.03% 0.03% 1643 0 0.0% Q2 2026 Jul 30, 2026
Etesian Wealth Advisors, Inc. History No change 2,640 363 0.11% 0.11% 1644 0 0.0% Q2 2026 Jul 23, 2026
Charles Schwab Trust Co History No change 2,635 362 0.02% 0.02% 1645 0 0.0% Q2 2026 Jul 10, 2026
Midwest Heritage Bank, FSB History No change 2,637 362 0.1% 0.1% 1646 0 0.0% Q2 2026 Jul 28, 2026
BARR E S & CO History No change 2,620 360 0.02% 0.02% 1647 0 0.0% Q2 2026 Aug 13, 2026
United Asset Strategies, Inc. History No change 2,623 360 0.03% 0.03% 1648 0 0.0% Q2 2026 Jul 13, 2026
Mascoma Wealth Management LLC History No change 2,619 360 0.07% 0.07% 1649 0 0.0% Q2 2026 Jul 24, 2026
BancFirst Trust & Investment Management History No change 2,659 360 0.15% 0.15% 1650 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,611 359 0.02% 0.02% 1651 0 0.0% Q2 2026 Jul 24, 2026
Gordian Advisors LLC History No change 2,616 359 0.21% 0.21% 1652 0 0.0% Q2 2026 Aug 04, 2026
Investor's Fiduciary Advisor Network, LLC History No change 2,616 359 0.12% 0.12% 1653 0 0.0% Q2 2026 Aug 13, 2026
Argos Wealth Advisors, LLC History No change 2,595 356 0.09% 0.09% 1654 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Financial Group, LLC History No change 2,591 356 0.11% 0.11% 1655 0 0.0% Q3 2026 Oct 06, 2026
Harbor Group, Inc. History No change 2,575 354 0.04% 0.04% 1656 0 0.0% Q2 2026 Jul 22, 2026
Clearwave Capital, LLC History No change 2,574 354 0.2% 0.2% 1657 0 0.0% Q2 2026 Jul 17, 2026
SAM Advisors, LLC History No change 2,567 353 0.1% 0.1% 1658 0 0.0% Q2 2026 Aug 13, 2026
Riverbend Wealth Management, LLC History No change 2,574 353 0.18% 0.18% 1659 0 0.0% Q2 2026 Jul 22, 2026
Hurlow Wealth Management Group, Inc. History No change 2,562 352 0.07% 0.07% 1660 0 0.0% Q2 2026 Aug 05, 2026
Financial Council, LLC History No change 2,564 352 0.11% 0.11% 1661 0 0.0% Q2 2026 Aug 04, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,564 352 0.05% 0.05% 1662 0 0.0% Q2 2026 Aug 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 2,554 351 0.16% 0.16% 1663 0 0.0% Q2 2026 Aug 13, 2026
Octavia Wealth Advisors, LLC History No change 2,543 349 0.03% 0.03% 1664 0 0.0% Q2 2026 Jul 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 2,423 348 0.1% 0.1% 1665 +1 0.04% Q3 2026 Oct 09, 2026
PRAIRIE ADVISORY, LLC History No change 2,537 348 0.08% 0.08% 1666 0 0.0% Q2 2026 Jul 20, 2026
MAIRS & POWER INC History No change 2,509 345 0.0% 0.0% 1667 0 0.0% Q2 2026 Aug 14, 2026
Ellenbecker Investment Group History No change 2,507 344 0.04% 0.04% 1668 0 0.0% Q2 2026 Jul 27, 2026
Marble Wealth, LLC History No change 2,508 344 0.05% 0.05% 1669 0 0.0% Q2 2026 Aug 07, 2026
Chemistry Wealth Management LLC History No change 2,501 343 0.05% 0.05% 1670 0 0.0% Q2 2026 Jul 09, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 2,500 343 0.13% 0.13% 1671 0 0.0% Q2 2026 Aug 10, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 2,488 342 0.04% 0.04% 1672 0 0.0% Q2 2026 Jul 22, 2026
Palouse Capital Management, Inc. History No change 2,480 341 0.21% 0.21% 1673 0 0.0% Q2 2026 Jul 08, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 2,485 341 0.06% 0.06% 1674 0 0.0% Q2 2026 Aug 12, 2026
Zuckerman Investment Group, LLC History No change 2,485 341 0.03% 0.03% 1675 0 0.0% Q2 2026 Aug 14, 2026
BEARING POINT CAPITAL, LLC History No change 2,486 341 0.05% 0.05% 1676 0 0.0% Q2 2026 Aug 11, 2026
CAPE ANN SAVINGS BANK History No change 2,476 340 0.16% 0.16% 1677 0 0.0% Q2 2026 Aug 04, 2026
TBH Global Asset Management, LLC History No change 2,471 339 0.06% 0.06% 1678 0 0.0% Q2 2026 Aug 05, 2026
Clientfirst Wealth Management, LLC History No change 2,472 339 0.28% 0.28% 1679 0 0.0% Q2 2026 Jul 30, 2026
BDFS Capital LLC History No change 2,462 338 0.15% 0.15% 1680 0 0.0% Q2 2026 Jul 15, 2026
S&A Financial Services, Inc. History No change 2,459 338 0.21% 0.21% 1681 0 0.0% Q2 2026 Jul 27, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 2,451 337 0.02% 0.02% 1682 0 0.0% Q2 2026 Aug 14, 2026
Navalign, LLC History No change 2,451 337 0.08% 0.08% 1683 0 0.0% Q2 2026 Jul 27, 2026
Bangor Savings Bank History No change 2,367 336 0.03% 0.02% 1684 0 0.0% Q3 2026 Oct 06, 2026
UNIVEST FINANCIAL Corp History No change 2,435 334 0.02% 0.02% 1685 0 0.0% Q2 2026 Aug 07, 2026
Curated Wealth Partners LLC History No change 2,435 334 0.04% 0.04% 1686 0 0.0% Q2 2026 Aug 14, 2026
Professional Financial Advisors, LLC History No change 2,433 334 0.06% 0.06% 1687 0 0.0% Q2 2026 Jul 09, 2026
Platform Technology Partners History No change 2,431 334 0.05% 0.05% 1688 0 0.0% Q2 2026 Jul 24, 2026
WealthCare Investment Partners, LLC History No change 2,435 334 0.08% 0.08% 1689 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 2,416 332 0.06% 0.06% 1690 0 0.0% Q2 2026 Jul 28, 2026
Windsor Advisory Group, LLC History No change 2,420 332 0.24% 0.24% 1691 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 2,412 331 0.03% 0.03% 1692 0 0.0% Q2 2026 Jul 22, 2026
Everest Private Wealth History No change 2,408 331 0.12% 0.12% 1693 0 0.0% Q2 2026 Aug 07, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 2,404 330 0.04% 0.04% 1694 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 2,401 330 0.05% 0.05% 1695 0 0.0% Q2 2026 Jul 21, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History No change 2,400 330 0.34% 0.34% 1696 0 0.0% Q2 2026 Jul 30, 2026
True North Advisors, LLC History No change 2,394 329 0.03% 0.03% 1697 0 0.0% Q2 2026 Jul 22, 2026
Alpha Financial Partners LLC History No change 2,389 328 0.17% 0.17% 1698 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History No change 2,390 328 0.04% 0.04% 1699 0 0.0% Q2 2026 Jul 16, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 2,375 326 0.18% 0.18% 1700 0 0.0% Q2 2026 Jul 24, 2026
Wingate Wealth Advisors, Inc. History No change 2,371 326 0.14% 0.14% 1701 0 0.0% Q2 2026 Jul 29, 2026
Longview Financial Advisors, Inc. History Added to 2,289 325 0.19% 0.18% 1702 +2 0.09% Q3 2026 Oct 08, 2026
Waldron Private Wealth LLC History No change 2,360 324 0.01% 0.01% 1703 0 0.0% Q2 2026 Jul 20, 2026
Owl Creek Wealth Partners LLC History No change 2,350 323 0.09% 0.09% 1704 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 2,346 322 0.12% 0.12% 1705 0 0.0% Q2 2026 Aug 11, 2026
Michels Family Financial, LLC History No change 2,344 322 0.21% 0.21% 1706 0 0.0% Q2 2026 Aug 14, 2026
OPTIMA CAPITAL LLC History No change 2,342 322 0.13% 0.13% 1707 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Financial Services LLC History No change 2,338 321 0.02% 0.02% 1708 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 2,331 320 0.06% 0.06% 1709 0 0.0% Q2 2026 Jul 22, 2026
David J Yvars Group History Added to 2,249 319 0.15% 0.13% 1710 +201 9.81% Q3 2026 Oct 09, 2026
Fortis Advisors, LLC History No change 2,316 318 0.15% 0.15% 1711 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, Inc. (Ohio) History No change 2,315 318 0.21% 0.21% 1712 0 0.0% Q2 2026 Aug 12, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 2,308 317 0.18% 0.18% 1713 0 0.0% Q2 2026 Aug 05, 2026
Walsh & Associates, LLC History No change 2,310 317 0.26% 0.26% 1714 0 0.0% Q2 2026 Jul 21, 2026
BURNEY CO/ History No change 2,303 316 0.01% 0.01% 1715 0 0.0% Q2 2026 Jul 14, 2026
Mathes Company, Inc. History No change 2,300 316 0.1% 0.1% 1716 0 0.0% Q2 2026 Aug 11, 2026
Forum Finance Group S.A. History No change 2,846 316 0.11% 0.11% 1717 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 2,294 315 0.0% 0.0% 1718 0 0.0% Q2 2026 Aug 14, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 2,292 315 0.06% 0.06% 1719 0 0.0% Q2 2026 Jul 13, 2026
Clarity Capital Advisors, LLC History No change 2,296 315 0.13% 0.13% 1720 0 0.0% Q2 2026 Jul 13, 2026
Resonant Capital Advisors, LLC History No change 2,276 313 0.01% 0.01% 1721 0 0.0% Q2 2026 Jul 24, 2026
Crew Capital Management, Ltd History No change 2,263 311 0.17% 0.17% 1722 0 0.0% Q2 2026 Aug 03, 2026
Chesapeake Wealth Management History No change 2,260 310 0.09% 0.09% 1723 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 2,247 309 0.02% 0.02% 1724 0 0.0% Q2 2026 Aug 06, 2026
Nicollet Investment Management, Inc. History No change 2,240 308 0.1% 0.1% 1725 0 0.0% Q2 2026 Aug 05, 2026
Astoria Portfolio Advisors LLC. History No change 2,239 307 0.05% 0.05% 1726 0 0.0% Q2 2026 Jul 28, 2026
Mallini Complete Financial Planning LLC History No change 2,164 307 0.22% 0.21% 1727 0 0.0% Q3 2026 Oct 06, 2026
EVERPAR ADVISORS LLC History No change 2,229 306 0.09% 0.09% 1728 0 0.0% Q2 2026 Jul 09, 2026
Summit Wealth Group, LLC History No change 2,223 305 0.06% 0.06% 1729 0 0.0% Q2 2026 Aug 04, 2026
First Bank & Trust History No change 2,213 304 0.04% 0.04% 1730 0 0.0% Q2 2026 Jul 09, 2026
BAYBAN History No change 2,206 303 0.23% 0.23% 1731 0 0.0% Q2 2026 Jul 30, 2026
SevenBridge Financial Group, LLC History No change 2,128 302 0.04% 0.04% 1732 0 0.0% Q2 2026 Aug 12, 2026
Cordatus Wealth Management LLC History No change 2,200 302 0.07% 0.07% 1733 0 0.0% Q2 2026 Jul 29, 2026
Ledyard National Bank History No change 2,189 301 0.02% 0.02% 1734 0 0.0% Q2 2026 Jul 16, 2026
JSF Financial, LLC History No change 2,193 301 0.05% 0.05% 1735 0 0.0% Q2 2026 Jul 28, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 2,183 300 0.12% 0.12% 1736 0 0.0% Q2 2026 Jul 13, 2026
Evernest Financial Advisors, LLC History No change 2,186 300 0.06% 0.06% 1737 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 2,180 299 0.02% 0.02% 1738 0 0.0% Q2 2026 Aug 11, 2026
CarsonAllaria Wealth Management, Ltd. History No change 2,176 299 0.13% 0.13% 1739 0 0.0% Q2 2026 Jul 28, 2026
Traveka Wealth, LLC History No change 2,181 299 0.1% 0.1% 1740 0 0.0% Q2 2026 Jul 21, 2026
Allegiance Financial Group Advisory Services LLC History No change 2,173 298 0.05% 0.05% 1741 0 0.0% Q2 2026 Jul 27, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 2,160 297 0.03% 0.03% 1742 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History No change 2,088 297 0.02% 0.02% 1743 0 0.0% Q3 2026 Oct 06, 2026
Biltmore Family Office, LLC History No change 2,160 297 0.04% 0.04% 1744 0 0.0% Q2 2026 Aug 12, 2026
James J. Burns & Company, LLC History No change 2,161 297 0.03% 0.03% 1745 0 0.0% Q2 2026 Aug 06, 2026
Portland Financial Advisors Inc History No change 2,164 297 0.54% 0.54% 1746 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 2,157 296 0.02% 0.02% 1747 0 0.0% Q2 2026 Aug 04, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,151 295 0.03% 0.03% 1748 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 2,139 294 0.04% 0.04% 1749 0 0.0% Q2 2026 Aug 11, 2026
A&I FINANCIAL SERVICES, LLC History No change 2,137 293 0.13% 0.13% 1750 0 0.0% Q2 2026 Jul 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,134 293 0.02% 0.02% 1751 0 0.0% Q2 2026 Aug 14, 2026
Maple Capital Management, Inc. History No change 2,129 292 0.02% 0.02% 1752 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 2,126 292 0.1% 0.1% 1753 0 0.0% Q2 2026 Aug 12, 2026
RDA Financial Network History No change 2,127 292 0.06% 0.06% 1754 0 0.0% Q2 2026 Jul 06, 2026
Menard Financial Group LLC History No change 2,129 292 0.16% 0.16% 1755 0 0.0% Q2 2026 Aug 07, 2026
Performance Wealth Partners, LLC History No change 2,124 292 0.01% 0.01% 1756 0 0.0% Q2 2026 Aug 07, 2026
OPINICUS CAPITAL, INC. History No change 2,121 291 0.16% 0.16% 1757 0 0.0% Q2 2026 Jul 27, 2026
Michael Brady & Co., LLC History No change 2,119 291 0.26% 0.26% 1758 0 0.0% Q2 2026 Aug 13, 2026
KINTRA WEALTH, LLC History No change 2,035 290 0.02% 0.02% 1759 0 0.0% Q2 2026 Aug 14, 2026
Impact Capital Partners LLC History No change 2,113 290 0.08% 0.08% 1760 0 0.0% Q2 2026 Jul 14, 2026
Chevy Chase Trust Holdings, LLC History No change 2,105 289 0.0% 0.0% 1761 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 2,103 289 0.03% 0.03% 1762 0 0.0% Q2 2026 Jul 28, 2026
Orange Investment Advisors, Inc. History No change 2,097 288 0.03% 0.03% 1763 0 0.0% Q2 2026 Jul 21, 2026
Bragg Financial Advisors, Inc History No change 2,090 287 0.01% 0.01% 1764 0 0.0% Q2 2026 Aug 12, 2026
Argentarii, LLC History No change 2,044 287 0.09% 0.09% 1765 0 0.0% Q2 2026 Aug 12, 2026
Seros Financial, LLC History No change 2,092 287 0.15% 0.15% 1766 0 0.0% Q2 2026 Aug 13, 2026
Straight Path Wealth Management History No change 2,083 286 0.07% 0.07% 1767 0 0.0% Q2 2026 Jul 27, 2026
Human Investing LLC History No change 2,074 285 0.04% 0.04% 1768 0 0.0% Q2 2026 Jul 21, 2026
Signature Equity Partners, LLC History No change 2,077 285 0.13% 0.13% 1769 0 0.0% Q2 2026 Jul 30, 2026
Western Financial Corp/CA History No change 2,069 284 0.08% 0.08% 1770 0 0.0% Q2 2026 Jul 22, 2026
GUIDANCE CAPITAL, INC History No change 2,077 283 0.06% 0.06% 1771 0 0.0% Q2 2026 Jul 20, 2026
McAdam, LLC History No change 2,056 282 0.01% 0.01% 1772 0 0.0% Q2 2026 Aug 04, 2026
Aspen Wealth Management LLC History No change 2,054 282 0.05% 0.05% 1773 0 0.0% Q2 2026 Jul 31, 2026
Kuhn & Co Investment Counsel History No change 2,055 282 0.16% 0.16% 1774 0 0.0% Q2 2026 Jul 31, 2026
WEALTH EFFECTS LLC History No change 2,046 281 0.08% 0.08% 1775 0 0.0% Q2 2026 Aug 06, 2026
STAGE HARBOR FINANCIAL, LLC History No change 2,040 280 0.16% 0.16% 1776 0 0.0% Q2 2026 Aug 07, 2026
Galvin, Gaustad & Stein, LLC History Reduced 1,960 278 0.02% 0.03% 1778 -652 -24.96% Q3 2026 Oct 08, 2026
Fragasso Financial Advisors Inc History No change 2,026 278 0.01% 0.01% 1777 0 0.0% Q2 2026 Jul 09, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 2,021 277 0.03% 0.03% 1779 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 2,011 276 0.09% 0.09% 1780 0 0.0% Q2 2026 Jul 23, 2026
Redwood Financial Network Corp History No change 2,010 276 0.15% 0.15% 1781 0 0.0% Q2 2026 Aug 07, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,004 275 0.01% 0.01% 1782 0 0.0% Q2 2026 Jul 16, 2026
Stelac Advisory Services LLC History No change 2,000 275 0.05% 0.05% 1783 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 2,005 275 0.21% 0.21% 1784 0 0.0% Q2 2026 Jul 24, 2026
Western Reserve Capital Management, LLC History No change 2,000 275 0.2% 0.2% 1785 0 0.0% Q2 2026 Jul 21, 2026
Edgestream Partners, L.P. History No change 1,992 273 0.01% 0.01% 1786 0 0.0% Q2 2026 Aug 11, 2026
Integris Wealth Management, LLC History No change 1,991 273 0.06% 0.06% 1787 0 0.0% Q2 2026 Jul 10, 2026
Delos Wealth Advisors, LLC History No change 1,992 273 0.14% 0.14% 1788 0 0.0% Q2 2026 Aug 14, 2026
REAP Financial Group, LLC History No change 1,992 273 0.05% 0.05% 1789 0 0.0% Q2 2026 Aug 04, 2026
SmartHarvest Portfolios, LLC History No change 1,987 273 0.09% 0.09% 1790 0 0.0% Q2 2026 Aug 04, 2026
Beaird Harris Wealth Management, LLC History No change 1,982 272 0.02% 0.02% 1791 0 0.0% Q2 2026 Jul 08, 2026
JENNISON ASSOCIATES LLC History No change 1,971 271 0.0% 0.0% 1792 0 0.0% Q2 2026 Aug 03, 2026
Red Door Wealth Management, LLC History No change 1,972 271 0.02% 0.02% 1793 0 0.0% Q2 2026 Jul 13, 2026
North Forty Two & Co. History No change 1,972 271 0.23% 0.23% 1794 0 0.0% Q2 2026 Jul 24, 2026
NorthStar Asset Management LLC /NJ/ History No change 1,963 269 0.11% 0.11% 1795 0 0.0% Q2 2026 Aug 05, 2026
AIRE ADVISORS, LLC History No change 1,952 268 0.04% 0.04% 1796 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 1,951 268 0.07% 0.07% 1797 0 0.0% Q2 2026 Jul 22, 2026
Edgemoor Investment Advisors, Inc. History No change 1,944 267 0.02% 0.02% 1798 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 1,946 267 0.0% 0.0% 1799 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 1,940 266 0.05% 0.05% 1800 0 0.0% Q2 2026 Jul 23, 2026
DiNuzzo Private Wealth, Inc. History No change 1,940 266 0.03% 0.03% 1801 0 0.0% Q2 2026 Jul 10, 2026
Willis Investment Counsel History No change 1,929 265 0.01% 0.01% 1802 0 0.0% Q2 2026 Aug 03, 2026
Independent Wealth Advisors LLC History No change 1,923 264 0.24% 0.24% 1803 0 0.0% Q2 2026 Jul 27, 2026
Walkner Condon Financial Advisors LLC History No change 1,909 262 0.03% 0.03% 1804 0 0.0% Q2 2026 Jul 27, 2026
Stanich Group LLC History No change 1,909 262 0.16% 0.16% 1805 0 0.0% Q2 2026 Jul 16, 2026
Jupiter Topco LLC History No change 1,910 262 0.0% 0.0% 1806 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 1,901 261 0.02% 0.02% 1807 0 0.0% Q2 2026 Aug 04, 2026
Fortitude Advisory Group L.L.C. History No change 1,898 261 0.1% 0.1% 1808 0 0.0% Q2 2026 Jul 22, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,894 260 0.02% 0.02% 1809 0 0.0% Q2 2026 Jul 31, 2026
NATURAL INVESTMENTS, LLC History No change 1,890 259 0.06% 0.06% 1810 0 0.0% Q2 2026 Jul 31, 2026
DB Fitzpatrick & Co, Inc History No change 1,889 259 0.21% 0.21% 1811 0 0.0% Q2 2026 Jul 16, 2026
Jacksonville Wealth Management, LLC History No change 1,890 259 0.15% 0.15% 1812 0 0.0% Q2 2026 Aug 04, 2026
Green Ridge Wealth Planning LLC History No change 1,817 258 0.1% 0.1% 1813 0 0.0% Q3 2026 Oct 08, 2026
Premier Path Wealth Partners, LLC History No change 1,869 257 0.03% 0.03% 1814 0 0.0% Q2 2026 Jul 21, 2026
FIRST MANHATTAN CO. LLC. History No change 1,865 256 0.0% 0.0% 1815 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 1,863 256 0.02% 0.02% 1816 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 1,865 256 0.04% 0.04% 1817 0 0.0% Q2 2026 Jul 16, 2026
Ignite Planners, LLC History No change 1,860 255 0.03% 0.03% 1818 0 0.0% Q2 2026 Jul 23, 2026
Washington Trust Advisors, Inc. History No change 1,855 255 0.02% 0.02% 1819 0 0.0% Q2 2026 Jul 29, 2026
Forum Private Client Group LLC History No change 1,853 254 0.08% 0.08% 1820 0 0.0% Q2 2026 Aug 12, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,851 254 0.23% 0.23% 1821 0 0.0% Q2 2026 Jul 09, 2026
Inscription Capital, LLC History No change 1,841 253 0.02% 0.02% 1822 0 0.0% Q2 2026 Aug 13, 2026
Rockline Wealth Management, LLC History No change 1,841 253 0.05% 0.05% 1823 0 0.0% Q2 2026 Jul 24, 2026
PDS Planning, Inc History No change 1,837 252 0.01% 0.01% 1824 0 0.0% Q2 2026 Aug 05, 2026
Falcon Wealth Planning History No change 1,830 251 0.02% 0.02% 1825 0 0.0% Q2 2026 Jul 13, 2026
Solidarity Wealth, LLC History No change 1,830 251 0.04% 0.04% 1826 0 0.0% Q2 2026 Jul 31, 2026
Buck Wealth Strategies, LLC History No change 1,831 251 0.03% 0.03% 1827 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 1,825 250 0.0% 0.0% 1828 0 0.0% Q2 2026 Aug 04, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 1,819 250 0.02% 0.02% 1829 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors Wealth Management, LLC History Added to 1,751 249 0.03% 0.03% 1833 +16 0.92% Q3 2026 Oct 09, 2026
Trinity Wealth Management, LLC History No change 1,817 249 0.08% 0.08% 1830 0 0.0% Q2 2026 Jul 07, 2026
BFSG, LLC History No change 1,814 249 0.02% 0.02% 1831 0 0.0% Q2 2026 Jul 20, 2026
MinichMacGregor Wealth Management, LLC History No change 1,812 249 0.04% 0.04% 1832 0 0.0% Q2 2026 Jul 16, 2026
Aventura Private Wealth, LLC History No change 1,815 249 0.08% 0.08% 1834 0 0.0% Q2 2026 Jul 15, 2026
Abound Wealth Management History No change 1,808 248 0.05% 0.05% 1835 0 0.0% Q2 2026 Jul 10, 2026
Axim Planning & Wealth History No change 1,809 248 0.35% 0.35% 1836 0 0.0% Q2 2026 Aug 13, 2026
Kagan Cocozza Asset Management History No change 1,808 248 0.16% 0.16% 1837 0 0.0% Q2 2026 Aug 06, 2026
KTF INVESTMENTS, LLC History No change 1,800 247 0.02% 0.02% 1838 0 0.0% Q2 2026 Aug 10, 2026
Covenant Asset Management, LLC History No change 1,793 246 0.04% 0.04% 1839 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,795 246 0.02% 0.02% 1840 0 0.0% Q2 2026 Aug 14, 2026
Bill Few Associates, Inc. History No change 1,720 244 0.05% 0.05% 1841 0 0.0% Q3 2026 Oct 09, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 1,775 244 0.03% 0.03% 1842 0 0.0% Q2 2026 Jul 24, 2026
TMB Capital Partners, LLC History No change 1,776 244 0.08% 0.08% 1843 0 0.0% Q2 2026 Jul 24, 2026
WESPAC Advisors, LLC History No change 1,769 243 0.12% 0.12% 1844 0 0.0% Q2 2026 Aug 10, 2026
Global Strategic Investment Solutions, LLC History No change 1,773 243 0.02% 0.02% 1845 0 0.0% Q2 2026 Aug 07, 2026
Pines Wealth Management, LLC History No change 1,772 243 0.07% 0.07% 1846 0 0.0% Q2 2026 Jul 22, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,765 242 0.01% 0.01% 1847 0 0.0% Q2 2026 Aug 05, 2026
Pacific Asset Management, LLC History No change 1,765 242 0.12% 0.12% 1848 0 0.0% Q2 2026 Jul 27, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 1,756 241 0.05% 0.05% 1849 0 0.0% Q2 2026 Jul 17, 2026
FIRST INTERSTATE BANK History No change 1,759 241 0.01% 0.01% 1850 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 1,754 241 0.01% 0.01% 1851 0 0.0% Q2 2026 Jul 22, 2026
Imprint Wealth LLC History No change 1,756 241 0.98% 0.98% 1852 0 0.0% Q2 2026 Aug 14, 2026
Oregon Pacific Wealth Management, LLC History No change 1,753 241 0.23% 0.23% 1853 0 0.0% Q2 2026 Jul 22, 2026
Braeburn Wealth Management LLC History No change 1,747 240 0.1% 0.1% 1854 0 0.0% Q2 2026 Jul 21, 2026
Acorn Wealth Advisors, LLC History No change 1,743 239 0.06% 0.06% 1855 0 0.0% Q2 2026 Jul 30, 2026
Swisher Financial Concepts, Inc. History No change 1,738 239 0.15% 0.15% 1856 0 0.0% Q2 2026 Aug 06, 2026
CORA CAPITAL ADVISORS LLC History No change 1,732 238 0.07% 0.07% 1857 0 0.0% Q2 2026 Jul 24, 2026
Schrum Private Wealth Management LLC History No change 2,564 237 0.24% 0.24% 1858 0 0.0% Q2 2026 Aug 10, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 1,721 236 0.05% 0.05% 1859 0 0.0% Q2 2026 Jul 08, 2026
Capstone Financial Advisors, Inc. History No change 1,719 236 0.01% 0.01% 1860 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,718 236 0.01% 0.01% 1861 0 0.0% Q2 2026 Aug 12, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,720 236 0.07% 0.07% 1862 0 0.0% Q2 2026 Aug 07, 2026
Wealth Forward, LLC History No change 1,720 236 0.12% 0.12% 1863 0 0.0% Q2 2026 Jul 29, 2026
Sankala Group LLC History No change 1,691 236 0.16% 0.16% 1864 0 0.0% Q2 2026 Aug 18, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,713 235 0.0% 0.0% 1865 0 0.0% Q2 2026 Aug 10, 2026
Linscomb Wealth, Inc. History No change 1,715 235 0.01% 0.01% 1866 0 0.0% Q2 2026 Jul 31, 2026
Indiana Trust & Investment Management Co History No change 1,712 235 0.06% 0.06% 1867 0 0.0% Q2 2026 Jul 22, 2026
CV Advisors LLC History No change 1,713 235 0.04% 0.04% 1868 0 0.0% Q2 2026 Jul 21, 2026
HRC WEALTH MANAGEMENT, LLC History No change 1,714 235 0.1% 0.1% 1869 0 0.0% Q2 2026 Jul 10, 2026
Maxele Advisors, LLC History No change 1,715 235 0.16% 0.16% 1870 0 0.0% Q2 2026 Aug 14, 2026
SMI Advisory Services, LLC History No change 1,708 234 0.04% 0.04% 1871 0 0.0% Q2 2026 Jul 09, 2026
Strata Wealth Advisors, LLC History No change 1,706 234 0.06% 0.06% 1872 0 0.0% Q2 2026 Aug 05, 2026
Clark Asset Management, LLC History No change 1,703 234 0.02% 0.02% 1873 0 0.0% Q2 2026 Jul 07, 2026
FSA Advisors, Inc. History No change 1,700 233 0.11% 0.11% 1874 0 0.0% Q2 2026 Aug 17, 2026
Tannin Capital LLC History No change 1,701 233 0.15% 0.15% 1875 0 0.0% Q2 2026 Aug 04, 2026
Freedom Investment Management, Inc. History No change 1,681 231 0.06% 0.06% 1876 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Investment Group, LLC History No change 1,686 231 0.03% 0.03% 1877 0 0.0% Q2 2026 Aug 04, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 1,673 230 0.03% 0.03% 1878 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Retirement, LLC History No change 1,676 230 0.01% 0.01% 1879 0 0.0% Q2 2026 Aug 12, 2026
Guardian Capital, LLC History No change 1,673 230 0.19% 0.19% 1880 0 0.0% Q2 2026 Aug 07, 2026
ANB BANK History Reduced 1,612 229 0.08% 0.09% 1883 -109 -6.33% Q3 2026 Oct 09, 2026
Austin Asset Management Co Inc History No change 1,670 229 0.03% 0.03% 1881 0 0.0% Q2 2026 Jul 31, 2026
Wrenne Financial Planning LLC History No change 1,670 229 0.08% 0.08% 1882 0 0.0% Q2 2026 Jul 27, 2026
Geneva Partners, LLC History No change 1,664 228 0.06% 0.06% 1884 0 0.0% Q2 2026 Aug 10, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,603 227 0.07% 0.07% 1885 0 0.0% Q2 2026 Aug 13, 2026
Pointe Capital Management LLC History No change 1,656 227 0.1% 0.1% 1886 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 1,648 226 0.0% 0.0% 1887 0 0.0% Q2 2026 Jul 13, 2026
Midwest Financial Partners Investments, Inc. History No change 1,591 226 0.09% 0.09% 1888 0 0.0% Q3 2026 Oct 08, 2026
McAlister, Sweet & Associates, Inc. History No change 1,585 225 0.14% 0.12% 1889 0 0.0% Q3 2026 Oct 07, 2026
OneAscent Wealth Management LLC History No change 1,642 225 0.07% 0.07% 1890 0 0.0% Q2 2026 Aug 11, 2026
Columbia Bank History No change 1,639 225 0.05% 0.05% 1891 0 0.0% Q2 2026 Jul 24, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 1,575 224 0.01% 0.01% 1892 0 0.0% Q3 2026 Oct 09, 2026
Biondo Investment Advisors, LLC History No change 1,634 224 0.03% 0.03% 1893 0 0.0% Q2 2026 Aug 13, 2026
Broussard Financial Group LLC History No change 1,635 224 0.18% 0.18% 1894 0 0.0% Q2 2026 Jul 27, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 1,581 224 0.06% 0.06% 1895 0 0.0% Q3 2026 Oct 06, 2026
Hendershot Investments Inc. History No change 1,627 223 0.03% 0.03% 1896 0 0.0% Q2 2026 Aug 12, 2026
Wealth Management Partners, LLC History No change 1,627 223 0.05% 0.05% 1897 0 0.0% Q2 2026 Jul 22, 2026
Greenhouse Wealth Management, LLC History No change 1,626 223 0.16% 0.16% 1898 0 0.0% Q2 2026 Aug 06, 2026
Grey Fox Wealth Advisors, LLC History No change 1,627 223 0.03% 0.03% 1899 0 0.0% Q2 2026 Jul 17, 2026
Abacus Wealth Partners, LLC History No change 1,628 223 0.02% 0.02% 1900 0 0.0% Q2 2026 Jul 22, 2026
Abundance Wealth Counselors History No change 1,620 222 0.01% 0.01% 1901 0 0.0% Q2 2026 Jul 23, 2026
Arkos Global Advisors History No change 1,613 222 0.03% 0.03% 1902 0 0.0% Q2 2026 Aug 14, 2026
Vienna Asset Management LLC History No change 1,615 222 0.16% 0.16% 1903 0 0.0% Q2 2026 Aug 14, 2026
Elevation Advisory Partners LLC History No change 1,644 221 0.23% 0.23% 1904 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 1,600 220 0.11% 0.11% 1905 0 0.0% Q2 2026 Jul 22, 2026
Soundwatch Capital LLC History No change 1,600 220 0.02% 0.02% 1906 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 1,605 220 0.05% 0.05% 1907 0 0.0% Q2 2026 Jul 21, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 1,602 220 0.05% 0.05% 1908 0 0.0% Q2 2026 Jul 17, 2026
Apex Wealth Management, LLC History No change 1,605 220 0.13% 0.13% 1909 0 0.0% Q2 2026 Aug 11, 2026
GW HENSSLER & ASSOCIATES LTD History No change 1,597 219 0.01% 0.01% 1910 0 0.0% Q2 2026 Jul 28, 2026
Accel Wealth Management History No change 1,599 219 0.05% 0.05% 1911 0 0.0% Q2 2026 Jul 10, 2026
Centennial Wealth Advisory LLC History No change 1,598 219 0.05% 0.05% 1912 0 0.0% Q2 2026 Jul 13, 2026
Parkwoods Wealth Partners, LLC History No change 1,593 219 0.04% 0.04% 1913 0 0.0% Q2 2026 Jul 27, 2026
Balentine LLC History No change 1,578 217 0.01% 0.01% 1914 0 0.0% Q2 2026 Aug 06, 2026
Scott Capital Advisors, LLC History No change 1,576 216 0.03% 0.03% 1915 0 0.0% Q2 2026 Jul 10, 2026
Charis Legacy Partners, LLC History No change 1,576 216 0.27% 0.27% 1916 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC/CA History No change 1,561 214 0.03% 0.03% 1917 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Added to 1,503 213 0.1% 0.1% 1918 +1 0.07% Q3 2026 Oct 09, 2026
Nova Wealth Management, Inc. History No change 1,545 212 0.12% 0.12% 1919 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Partners, LLC History No change 1,530 210 0.01% 0.01% 1920 0 0.0% Q2 2026 Aug 03, 2026
First PREMIER Bank History No change 1,530 210 0.03% 0.03% 1921 0 0.0% Q2 2026 Jul 15, 2026
Inlight Wealth Management, LLC History No change 210,897 210 0.07% 0.07% 1922 0 0.0% Q2 2026 Jul 28, 2026
MBL Wealth, LLC History No change 1,531 210 0.01% 0.01% 1923 0 0.0% Q2 2026 Jul 15, 2026
Sand Hill Global Advisors, LLC History No change 1,526 209 0.01% 0.01% 1924 0 0.0% Q2 2026 Aug 11, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,522 209 0.04% 0.04% 1925 0 0.0% Q2 2026 Jul 27, 2026
Paragon Capital Management Ltd History No change 1,465 208 0.04% 0.04% 1926 0 0.0% Q3 2026 Oct 09, 2026
Sunburst Financial Group, LLC History No change 1,469 208 0.03% 0.03% 1927 0 0.0% Q3 2026 Oct 08, 2026
Ridgeline Wealth, LLC History No change 1,513 208 0.12% 0.12% 1928 0 0.0% Q2 2026 Jul 06, 2026
Novak & Powell Financial Services, Inc. History No change 1,518 208 0.1% 0.1% 1929 0 0.0% Q2 2026 Aug 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,506 207 0.0% 0.0% 1930 0 0.0% Q2 2026 Aug 11, 2026
Team Financial Group, LLC History No change 1,507 207 0.09% 0.09% 1931 0 0.0% Q2 2026 Jul 10, 2026
BlackDiamond Wealth Management, LLC History No change 1,466 207 0.08% 0.08% 1932 0 0.0% Q2 2026 Aug 11, 2026
Berkeley, Inc History No change 1,510 207 0.06% 0.06% 1933 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Advisors Inc. History No change 1,499 206 0.04% 0.04% 1934 0 0.0% Q2 2026 Jul 16, 2026
Element Wealth, LLC History No change 1,499 206 0.08% 0.08% 1935 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 1,502 206 0.04% 0.04% 1936 0 0.0% Q2 2026 Aug 07, 2026
SACHEM HILL LLC History No change 1,502 206 0.04% 0.04% 1937 0 0.0% Q2 2026 Aug 10, 2026
Lynx Investment Advisory History No change 1,504 206 0.07% 0.07% 1938 0 0.0% Q2 2026 Jul 27, 2026
NI ACQUISITIONS COMPANY, LLC History No change 1,505 206 0.09% 0.09% 1939 0 0.0% Q2 2026 Aug 05, 2026
Summit Asset Management, LLC History No change 1,497 205 0.03% 0.03% 1940 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Point Investment Advisors, LLC History No change 1,496 205 0.03% 0.03% 1941 0 0.0% Q2 2026 Jul 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,491 205 0.03% 0.03% 1942 0 0.0% Q2 2026 Aug 10, 2026
DWR WEALTH MANAGEMENT, LLC History No change 1,516 205 0.15% 0.15% 1943 0 0.0% Q2 2026 Jul 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,485 204 0.01% 0.01% 1944 0 0.0% Q2 2026 Aug 11, 2026
Private Capital Management, LLC History No change 1,487 204 0.02% 0.02% 1945 0 0.0% Q2 2026 Aug 14, 2026
Buttonwood Financial Group, LLC History No change 1,487 204 0.12% 0.12% 1946 0 0.0% Q2 2026 Jul 30, 2026
WJ Financial Advisors LLC History No change 1,487 204 0.15% 0.15% 1947 0 0.0% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History No change 1,506 203 0.03% 0.03% 1948 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Capital Advisors LLC History No change 1,469 202 0.01% 0.01% 1949 0 0.0% Q2 2026 Aug 12, 2026
Perennial Advisors, LLC History No change 1,476 202 0.03% 0.03% 1950 0 0.0% Q2 2026 Jul 13, 2026
Precision Wealth Strategies, LLC History No change 1,473 202 0.06% 0.06% 1951 0 0.0% Q2 2026 Aug 10, 2026
Gross & Hartman Investments LLC History No change 1,470 202 0.09% 0.09% 1952 0 0.0% Q2 2026 Aug 13, 2026
Synergy Asset Management, LLC History No change 1,467 201 0.02% 0.02% 1953 0 0.0% Q2 2026 Jul 22, 2026
First National Advisers, LLC History No change 1,466 201 0.03% 0.03% 1954 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 1,465 201 0.08% 0.08% 1955 0 0.0% Q2 2026 Aug 13, 2026
WADDELL & ASSOCIATES, LLC History No change 1,457 200 0.01% 0.01% 1956 0 0.0% Q2 2026 Jul 15, 2026
JACKSON SQUARE CAPITAL, LLC History No change 1,460 200 0.03% 0.03% 1957 0 0.0% Q2 2026 Jul 21, 2026
Wellment Financial History No change 1,458 200 0.23% 0.23% 1958 0 0.0% Q2 2026 Jul 23, 2026
Safe Harbor Family Capital, LLC History No change 1,454 199 0.13% 0.13% 1959 0 0.0% Q2 2026 Aug 10, 2026
ESL Trust Services, LLC History No change 1,429 196 0.03% 0.03% 1960 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Private Wealth, LLC History No change 1,416 194 0.12% 0.12% 1961 0 0.0% Q2 2026 Aug 11, 2026
Downshift Financial, LLC History No change 1,384 190 0.09% 0.09% 1962 0 0.0% Q2 2026 Aug 12, 2026
CDKV HOLDINGS LLC History No change 1,375 189 0.15% 0.15% 1963 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Trust Department History No change 1,360 187 0.04% 0.04% 1964 0 0.0% Q2 2026 Jul 28, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,337 183 0.02% 0.02% 1965 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 1,338 183 0.14% 0.14% 1966 0 0.0% Q2 2026 Jul 22, 2026
Cardinal Strategic Wealth Guidance History No change 1,326 182 0.04% 0.04% 1967 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History No change 1,334 182 0.0% 0.0% 1968 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 1,247 171 0.02% 0.02% 1969 0 0.0% Q2 2026 Jul 23, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,328 166 0.0% 0.0% 1970 0 0.0% Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History No change 1,214 166 0.09% 0.09% 1971 0 0.0% Q2 2026 Aug 10, 2026
WOLFF WIESE MAGANA LLC History No change 1,200 165 0.08% 0.08% 1972 0 0.0% Q2 2026 Jul 13, 2026
Center for Financial Planning, Inc. History No change 1,187 163 0.02% 0.02% 1973 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Trust, LLC History No change 1,168 160 0.02% 0.02% 1974 0 0.0% Q2 2026 Aug 06, 2026
PITTENGER & ANDERSON INC History No change 1,129 155 0.01% 0.01% 1975 0 0.0% Q2 2026 Jul 27, 2026
Insight Inv LLC History No change 1,113 153 0.07% 0.07% 1976 0 0.0% Q2 2026 Jul 23, 2026
Peck Wealth Management, LLC History No change 1,119 153 0.13% 0.13% 1977 0 0.0% Q2 2026 Jul 31, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,092 150 0.07% 0.07% 1978 0 0.0% Q2 2026 Aug 13, 2026
West Branch Capital LLC History No change 1,088 149 0.03% 0.03% 1979 0 0.0% Q2 2026 Jul 10, 2026
Milestone Investment Advisors LLC History No change 1,076 147 0.03% 0.03% 1980 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 1,062 146 0.05% 0.05% 1981 0 0.0% Q2 2026 Jul 20, 2026
Bulwark Capital Corp History No change 1,044 143 0.08% 0.08% 1982 0 0.0% Q2 2026 Jul 06, 2026
KERR FINANCIAL PLANNING Corp History No change 1,047 143 0.16% 0.16% 1983 0 0.0% Q2 2026 Jul 02, 2026
Morling Financial Advisors, LLC History No change 1,039 142 0.04% 0.04% 1984 0 0.0% Q2 2026 Aug 06, 2026
Hoese & Co LLP History No change 1,032 141 0.09% 0.09% 1985 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History No change 1,022 140 0.0% 0.0% 1986 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 1,023 140 0.04% 0.04% 1987 0 0.0% Q2 2026 Jul 15, 2026
Central Pacific Bank - Trust Division History No change 985 140 0.01% 0.01% 1988 0 0.0% Q3 2026 Oct 05, 2026
MCDONALD PARTNERS LLC History No change 1,016 139 0.03% 0.03% 1989 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 1,009 138 0.01% 0.01% 1990 0 0.0% Q2 2026 Sep 15, 2026
RHL GROUP, LLC History No change 958 132 0.11% 0.11% 1991 0 0.0% Q2 2026 Aug 03, 2026
CoreFirst Bank & Trust History No change 956 131 0.07% 0.07% 1992 0 0.0% Q2 2026 Aug 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 950 130 0.04% 0.04% 1993 0 0.0% Q2 2026 Jul 24, 2026
Holos Integrated Wealth LLC History No change 957 130 0.06% 0.06% 1994 0 0.0% Q2 2026 Jul 15, 2026
SouthState Bank Corp History No change 917 126 0.01% 0.01% 1995 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 920 126 0.01% 0.01% 1996 0 0.0% Q2 2026 Jul 31, 2026
Frankly Finances, LLC History No change 912 125 0.1% 0.1% 1997 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN NATIONAL BANK & TRUST History No change 854 121 0.01% 0.01% 1998 0 0.0% Q3 2026 Oct 07, 2026
Rice Partnership, LLC History No change 886 121 0.01% 0.01% 1999 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 884 121 0.08% 0.08% 2000 0 0.0% Q2 2026 Aug 14, 2026